Forum
7th Annual Future Fund Admin 2024The Future Of Superannuation Fund Administration 2024 Forum
22nd- 23rd May 2024, Sydney Central Hotel
Days
Hours
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Topic covered for 2024 Forum:
  • The evolving landscape of superannuation fund administration
  • The superannuation administration operating model of the future
  • Regulatory Updates and Compliance- Impact on Fund Administration
  • Innovation in Superannuation Fund Administration: Exploring Emerging Technologies and Trends
  • Administration trends in the US
  • Case Study: Digitisation of superannuation fund administration
  • Implementing PayDay Super- Challenges
  • Evolving Role of Trustees in Modern Fund Administration
  • Risk Management in Fund Administration
  • Insurance administration
  • Why the funds are failing on internal dispute resolution systems
  • The Future of Member Engagement: Delivering Personalized Experiences and Driving Better Retirement Outcomes
  • Designing a Member-Centric Superannuation Fund: Strategies for Enhancing the Member Experience
  • If scale is the answer, what is the question.
  • Data Analytics and Decision-Making: Leveraging Insights for Strategic Planning
  • Collaboration with Service Providers
  • Are Super funds poised to embrace Artificial intelligence/Chat GPT?
  • Operational Efficiency and Cost Management
  • What to Consider When Choosing a Superannuation Administrator
  • Outsourcing vs. In-House Administration: Evaluating the Pros and Cons
  • Operational Resilience: Navigating Challenges and Ensuring Continuity

2024 Sponsorship & Speaking Opportunities:

The Future of Superannuation FundAdministration 2024 Forum offers sponsors anexcellent opportunity to demonstratethought-leadership and leverage networkingopportunities to build brand-value amongstyour target audience. If you would like to knowmore about sponsorship, exhibition andbusiness development opportunities please justget in touch with us- sponsorship@ibrc.com.au

Future Fund Admin 2024 Speakers
Learn speakers of the 7th Annual Future Fund Admin 2024 Forum
Principal, Furlan Consulting & Non-Executive Director, Aware Super
Chief Service Officer, Rest
Principal – Fund Administration Transformation, Telstra Super Pty Ltd (TBC)
Deputy CEO/Chief Strategy Officer, NGS Super
Chief Operating Officer - Superannuation, Iress
Trustee Director, State Super and Adviser to the Trustee Board, NGS Super
Chair of the Mine Super Trustee Board
Manager, Investment Operations, NZ Super Fund
General Manager - Digital, HESTA
Executive General Manager Product and Operations Future Super
General Manager - Strategic Development at Link Group (LNK)
Executive Officer, Association of Superannuation Funds of Australia (ASFA)
Senior Consultant, TATA Consultancy Services
Partner at Deloitte Consulting
Managing director and founder, Kyudo
Senior Associate, MinterEllison
Head of Super & Advice Marketing, AMP Australia
Principal at JM3 Projects
Chief Customer & Marketing Officer, MetLife Australia
Insurance Manager, HESTA
Independent Consultant & Advisor
CEO, Evolved.AI
Director, Operational Risk, Battleground Group Pty Ltd
Managing Director and Founder, Mayflower
CEO of SPARK
President of Retirement Services for OneAmerica
Group Executive, Member Engagement, Education & Advice, Aware Super
Co-founder & CEO at LAB Group
CEO at Employment Hero
Chief Client Officer, Retirement Solutions, SS&C Technologies
Senior Data Science Consultant, ntenderAi
General Manager, Financial Services and Superannuation, Wipro
Insurance and Superannuation Lead - ANZ, Newgen Software
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Future Fund Admin 2024 Schedule
Schedule, program and topics of the 7th annual future fund admin 2024 forum

Opening remarks from Chair

STEPHEN HUPPERT
Independent Consultant & Advisor

• What are the key drivers of operating model transformation?
• Are we seeing the great unbundling of the superannuation administration operating model?
• Outsource, insource and everything in between
• How does technology affect the operating model?
• How important is consideration of operational risk in designing the operating model?

MODERATOR:

JOHN BURKE
Managing director and founder, Kyudo

PANEL MEMBER:

GABRIELA PIRANA
Insurance Manager, HESTA

ALEX ROOPESH ABRAHAM
General Manager, Financial Services and Superannuation, Wipro

SAGIT GOPINADHAN
Insurance and Superannuation Lead - ANZ, Newgen Software

What are the major regulatory and compliance developments that will impact superannuation fund administration in the next year or two?

PHILIP MARQUET
Senior Associate, MinterEllison

10:30 MORNING COFFEE & NETWORKING

• Why it is a priority?
• How did we go about it and what were the fundamentals?
• Key learnings from the experience

JOSHUA COOTE
Principal – Fund Administration Transformation, Telstra Super

Implementing a system like PayDay Super from a fund administration perspective can introduce specific challenges that are unique to the management of superannuation funds.

HANS VAN DAATSELAAR
Executive Officer, Association of Superannuation Funds of Australia (ASFA)

• Explore the changing role of trustees in overseeing and guiding fund administration.
• Discuss the expectations, responsibilities, and challenges faced by trustees in the current landscape.
• Discuss how trustees can prepare for the future and stay innovative in their approach to fund administration.
• Optimizing Fund Administration: Strategies for Enhanced Efficiency, Compliance, and Member Experience

MODERATOR:

STEPHEN FREEBORN
Partner at Deloitte Consulting

PANEL MEMBERS:

RUSSELL MASON
Trustee Director, State Super and Adviser to the Trustee Board, NGS Super

CHRISTINA LANGBY
Chair of the Mine Super Trustee Board

12:40 LUNCH BREAK & NETWORKING

• Discuss emerging trends in superannuation fund administration, including technological advancements and industry shifts.
• Explore how administrators can prepare for the future and stay ahead of industry developments.

The dynamics within the superannuation landscape are continually evolving, and are intertwined with the changing needs of both super funds, their members, and the regulators. These demands are creating both challenges and opportunities in redefining administration. Reality is many sliding door moments, moments in which we turn left or right, towards change or towards more of the same.

MARY MURPHY
Chief Operating Officer - Superannuation, Iress

14:50 AFTERNOON TEA & NETWORKING

Internal dispute resolution systems within fund administration can encounter challenges that may lead to perceived or actual failures. This session will look into reasons why funds might face difficulties in this aspect of fund administration:

JOCELYN FURLAN
Principal, Furlan Consulting & Non-Executive Director, Aware Super

• By looking at a case study, we can identify opportunities to improve the member experience and outcomes for members
• Efficiency requires us to focus more on the quality of the service we provide rather than the speed at which we provide it
• Understanding the priorities for members when they are undertaking treatment can help us tailor solutions that will meet their needs
• Quality assurance is never more important than when insurance cover and claims are being administered
• What do we do when it all goes wrong?

MEAGAN BIRCH
Executive Director - Superannuation, Future Super

MODERATOR:

SARAH PENN
Managing Director and Founder, Mayflower

Panel Members TBA

JO BRENNAN
Group Executive, Member Engagement, Education & Advice, Aware Super

CLAIRE DAWSON
Head of Super & Advice Marketing, AMP Australia

LINA SALIBA
Chief Customer & Marketing Officer, MetLife Australia

Opening remarks from Chair

STEPHEN HUPPERT
Independent Consultant & Advisor

MODERATOR:

JOHN MITCHEM
Principal at JM3 Projects

PANEL MEMBERS:

TIM ROUSE
CEO of SPARK

SANDY MCCARTHY
President Of Retirement Services For Oneamerica

JOSEPH OLIVIER
Chief Client Officer, Retirement Solutions, SS&C Technologies

• Funds have realised the benefits and relevance of personalisation, but what’s next?
• This session will explore what is on the horizon for the engagement landscape including
• How are funds thinking about evolving the member experience, and
• How can funds understand and keep pace with member expectations into the future? And of course, what is the possible impact of AI?

GEORGIE OBST
General Manager - Digital, HESTA

10:30 MORNING COFFEE & NETWORKING

PANEL MEMBER:

BRENDAN DALY
Group Executive, Product and Operations at Rest

BEN FACER
Deputy CEO/Chief Strategy Officer, NGS Super

DANIEL ELLISON
General Manager - Strategic Development at Link Group (LNK)

• Explore the dynamics of collaboration with external service providers, such as custodians, asset managers, and
technology vendors
• Discuss how effective partnerships contribute to overall fund success

MODERATOR:

JOHN BURKE
Managing director and founder, Kyudo

PANEL MEMBERS:

CELIA ZHANG
Manager, Investment Operations, NZ Super Fund

CATHY DUNCAN
Head of Wealth Management Australia, Tata Consulting Services

MARY MURPHY
Chief Operating Officer - Superannuation, Iress

12:30 Lunch Break & Networking

• Address risk management considerations in fund administration, including cybersecurity, data privacy, and operational risks
• Share insights on mitigating risks and ensuring the security of member data

• Discuss strategies for building operational resilience in fund administration
• Explore how administrators can navigate unexpected challenges, such as disruptions, and ensure business continuity

JOE MCDAVITT
Director, Operational Risk at Battleground

Registation Packages
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Register before 29TH FEBRUARY
$2495 + GST
IN-PERSON ATTENDANCE REGISTRATION - EARLY BIRD REGISTRATION:
Register before 31ST March
$2695 + GST
IN-PERSON ATTENDANCE REGISTRATION - NORMAL REGISTRATION:
Register after 31ST March
$2895 + GST
IN-PERSON ATTENDANCE REGISTRATION - GROUP TEAM REGISTRATION:

Register & pay for 3 delegates & get unlimited registrations* (*Can attend in-person or virtually)

VIRTUAL ATTENDANCE REGISTRATION - SUPER EARLY BIRD REGISTRATION:
Register before 29TH FEBRUARY
$1795 + GST
VIRTUAL ATTENDANCE REGISTRATION - EARLY BIRD REGISTRATION:
Register before 31st March
$1895 + GST
VIRTUAL ATTENDANCE REGISTRATION - NORMAL REGISTRATION:
Register after 31st March
$1995 + GST
VIRTUAL ATTENDANCE REGISTRATION - GROUP TEAM REGISTRATION:

Register & pay for 3 delegates & get unlimited registrations* (*Can only attend virtually)

Click on the button below and fill the form to confirm your registration.

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