This independent, comprehensive and timely event aims to highlight the latest developments and future trends in innovation and technology as it applies to Australian Superfunds as they face a challenging era of increased regulatory scrutiny, competition, investment complexity, an expanding retiree sector, industry disruptors and heightened member expectations. An outstanding line-up of speakers will share their expert insights over two days into a range of topics where technology and innovation are being used to meet challenges by improving efficiencies across the organisation, meet regulatory demand, and enhance member engagement. Attention will also be drawn to sessions addressing the importance of working collaboratively with government, regulators, fintech start-ups and service providers in order to promote the growth and sustainability of the industry. Insights into the new breed of Superannuation businesses gaining traction and market penetration will also be addressed. Delegates will be invited to join with the speakers in an informal and personable conference environment where candid and interactive discussion will be encouraged whilst ample time will be made available during the breaks to engage in key networking opportunities. Book today to reserve your place.
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GOLD SPONSOR
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GOLD SPONSOR8:20 Delegate registration & coffee
STEPHEN HUPPERT
Independent Consultant & Advisor
• Superannuation funds want to embrace innovation in ways that improve the financial wellbeing of their members in
retirement. Typically, this means either improving investment performance, lowering fees, or providing better services.
• What models for fostering innovation have superannuation funds tried in the past? How successful (or not) have these been? Should funds buy, build, rent, or do some combination of all of these?
• What role do service providers and other third parties have to play?
• What role has regulation played in promoting or stifling innovation? Member’s best financial interest, sole purpose test, data sovereignty, CPS 234 etc.
• What are some opportunities for innovation on the horizon, and how might the superannuation industry best take advantage of these?
ASH PRIEST
Chief Executive Officer at Novigi
• What is it?
• Why do it?
• Challenges & pitfalls
• A real superannuation example…
JOSHUA COOTE
Principal – Fund Administration Transformation, Telstra Super Pty Ltd
• What is innovation?
• Where does innovation come from?
• Embedding innovation in the organisation
• Organisational capabilities for innovation
• Innovation is more than new products or technology
• Is Innovation More About People or Process?
• Can you outsource innovation?
• How to Assess the ROI of Innovation
• How can a superannuation fund create a culture of innovation
MODERATOR:
ASH PRIEST
Chief Executive Officer at Novigi
JOSHUA COOTE
Principal – Fund Administration Transformation, Telstra Super Pty Ltd
DEVAN NAIDOO
Technology Director, Retirement &
Superannuation Solutions, Link Group
CARLA HARRIS
Director - Innovation & Ventures at Monitor Deloitte
10:50 Morning Coffee & Networking
• GenAi and ChatGPT Adoption in 2023 including using these platforms to drive undiscovered analytics and insights
• Metaverse technology adoption and the creation of virtual economies and communities
• Blockchain/Web3 including supporting decentralised applications and finance
• Superapps including the value attained across miniapps and third party consumers
• Hyperautomation – leveraging the growing capabilities into a single enterprise aligned automation framework
DEVAN NAIDOO
Technology Director, Retirement &
Superannuation Solutions, Link Group
• Understanding your Legacy: Your strengths and the problems you are trying to solve
• Approaches to Modernisation: Migration vs. Integration vs. Overhaul
• Transforming People and Practices: Change Management and Culture
• The Emerging Role of AI
MODERATOR:
KATE WESTACOTT
Chief Information Officer APAC at SS&C Technologies
PANEL MEMBERS:
NATHAN CHANTRY
Chief Architect, SS&C Technologies
AMY SPENCER
Director, Technology Consulting, Ernst and Young
MARK MONFORT
Director, NotCentralised
12:30 LUNCH BREAK & NETWORKING
• Igniting innovation – Empowering teams to explore the engineering mindset
• Breaking the mould – Transformation insights from Financial Services organisations across the globe
• Navigating a bolder path – Strengthening agility and resilience to challenge disruption.
SANJEEV TRIPATHI
Senior Vice President, Australian & New Zealand Region Head – BFSI and Health, Infosys
MARTHA KING
Head of US Region and Retirement Centre of
Excellence, Chief Client Officer & EVP at Infosys
• Payday Super – innovating SuperStream payments
• The RBA's Digital Currency Pilot Project
• The Future of Banking and the NPP, the not-so-New Payments Platform
MODERATOR:
HANS VAN DAATSELAAR
Executive Officer, ASP, ASFA
PANEL MEMBERS:
ADAM GEE
Deputy CEO/Chief Strategy Officer, GROW Inc
JASON HUNT
Executive Director, Industry & Innovation, ANZ
14:50 Afternoon Tea & Networking
• Introduction to AI – incl. robotic process automation, machine learning, and cognitive cloud
• AI trends and use cases today
• How technology is assisting in managing emerging risks (Incl. operational risk, operational resilience and third party risk)
GHISLAINE ENTWISLE
Managing Director, Protiviti Australia
• Exploring how super funds can utilising AI technology to help members:
• Handle the simple stuff – automating general customer support and enquiries and processing.
• Take some simple steps to optimise their super – next best actions, risk profiling, nudges leveraging the emerging advice frameworks.
• Keeping their funds safe – fraud detection, supporting overall compliance.
CATHY DUNCAN
Senior Consultant, TATA Consultancy Services
• Do superannuation funds need to innovate?
• Innovation and compliance
• Innovation and risk management
• Willingness to fail and the trustees' responsibilities
• Risk management: a break or accelerator
• Can a superannuation fund invest in innovation
• Dealing with resistance to adoption
MODERATOR:
KEVIN FERNANDEZ
General Manager – Market
Strategy & Propositions, Novigi
PANEL MEMBER:
JANELLE MCQUEEN-PAICE
Head of Digital & CX, MLC Life Insurance
JEAN-LUC AMBROSI
Chief Experience Officer, CareSuper
NATHAN HARTLEY
General Manager – Platform Solutions, Novigi
KAREN SYMES
Chief Technology & Operations Officer at Telstra Super
Janelle McQueen-PaiceHead of Digital & CX, MLC Life Insurance
Jean-Luc AmbrosiChief Experience Officer, CareSuper
Kevin FernandezGeneral Manager – Market Strategy & Propositions, Novigi
NATHAN HARTLEYGeneral Manager – Platform Solutions, Novigi
Karen SymesChief Technology & Operations Officer at Telstra Super
8:20 Delegate registration & coffee
STEPHEN HUPPERT
Independent Consultant & Advisor
• We assume that industries only evolve when disrupted by technology: new organisations native to the new technology replace incumbents. This is rarely, if ever, the
case. History tells us that organisations easily absorb technology (given suitable cost benefit).
• Industries evolve when the institutional relationships within them a renegotiated to unlock more value. This may, or many not, involve the development of new technology.
• If organisations / industry are to smoothly sail into the future then it’s their institutional relationships that should concern them first. Indeed, putting technology first can cause problems as it solidifies old institutional relationships, making them difficult to evolve.
• Organisations that ignore evolving institutional relationships, or are unable to respond to them, can easily find themselves disrupted as their role in the industry—and so demand for their products and services—declines.
PETER EVANS-GREENWOOD
Fellow, Centre for the Edge, Deloitte Australia
• What is Data Governance?
• Why Data Governance Matters
• Aware's Data Governance Journey
• Key Lessons learned
CHAD BARENDSE
Data Governance Leader at Aware Super
MODERATOR:
ADRIAN GERVASONI
Executive Manager Advice Solutions At Industry Fund Services
PANEL MEMBERS:
JAMES SATTLER
Managing Director and Partner at Boston Consulting Group (BCG)
MAURIZIO LOMBARDI
Head of Advice & Financial Planning
Hostplus
STEVE DAVISON
Chief Commercial Officer, Midwinter
10:50 MORNING COFFEE & NETWORKING
ADAM GEE
Deputy CEO/Chief Strategy Officer, GROW Inc
• Five Fintechs to present their solutions in five minutes each.
• Q&A
• Audience vote
BRIAN COLLINS
Principal, Audacity Ventures
RICHARD GALVIN
Director - Growth and Strategic Partnerships, Azupay
BRIAN PHAML
Managing Director, litecard
AURORA VOSS
Co-Founder & CEO @Zemble
MILINDA KOTELAWELE
Co-Founder, NewtonRussell
12:40 Lunch Break & Networking
MODERATOR:
SARAH PENN
Managing Director and Founder, Mayflower
PANEL MEMBERS:
GHISLAINE ENTWISLE
Managing Director, Protiviti Australia
RAEWYN WILLIAMS
Principal, Jefferson & Shea
RUCHA SAWANT
Executive, Applications & Infrastructure
Solution Area Lead, Avanade
• Introduction to Large Language Models: The AI-ESG Nexus
• Prompt Engineering: Fine-Tuning Conversations for ESG Objectives
• Azure Open AI Services : A Platform for Scalable ESG Solutions
• Enterprise ChatGPT for ESG Inquiry: From Questions to Actionable Insights
MALEN HURBUNS
GM - Microsoft Engineering, ClearPoint
• Startups and Disruptive Innovation
• The challenges of partnering
• Shaping the Future of Financial Services
PANEL MEMBER:
BRIAN PETERS
Chief Executive Officer, IQ Group, Australia
BRENDAN DALY
Chief Service Officer, Rest
MAL COLLINS
CSC Enterprise Architect, Commonwealth Superannuation Corporation (CSC)
MODERATOR:
HANS VAN DAATSELAAR
Executive Officer, Association of
Superannuation Funds of Australia (ASFA)
STEPHEN HUPPERT
Independent Consultant & Advisor
Closing Remarks from the chair
GROUP TEAM REGISTRATION - Register & pay for 3 delegates & get unlimited registrations*
(*Can attend in-person or virtually )
GROUP TEAM REGISTRATION - Register & pay for 3 delegates & get unlimited registrations*
(*Can only attend virtually)
Please email us for the special rate – info@ibrc.com.au
