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7th Annual FUNDTECH 2024Future of Future Of Superannuation Fund Innovations & Emerging Disruptive Technologies 2024
23rd - 24th October, Sydney Central Hotel by The Ascott Limited, Australia
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About the event!

“Join us at the forefront of financial evolution! FUNDTECH -The Future of Super Fund Innovations, Emerging & Disruptive Technologies 2024 Forum invites pioneers, innovators, and thought leaders to explore the cutting edge of financial technologies. From blockchain to AI, sustainable investing to digital currencies, this forum is your gateway to understanding and harnessing the power of tomorrow’s financial landscape. Don’t miss out on this exclusive opportunity to shape the future of super funds and investments.

Don’t miss your chance to shape the future of super funds – reserve your spot today!”

Who Should Attend:

An anticipated delegation consisting CEOs, CDO’s and CIO’s and managers of Superannuation funds, SMSFs, insurance companies, wealth and asset managers, IT, digital and agile consultants, academics, regulators, lawyers, compliance offers, member admin and investment operations managers, service providers, data analysts, scientists and researchers, fintech start-ups and innovators, digital marketers, innovation and design thinkers, risk managers, customer experience and engagement specialists, and other stakeholders.

Future of Super Fund Innovations, Emerging & Disruptive Technologies

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Early Invited Key Opinion Leaders Includes:
Learn speakers Of The 7th Annual FUNDTECH 2024 Future of Future Of Superannuation Fund Innovations & Emerging Disruptive Technologies 2024
Kevin Fernandez
General Manager – Market Strategy & Propositions, Novigi
Joshua Coote
Principal – Operational Excellence, Telstra Super Pty Ltd
Uday Jagasia
General Manager, Technology and Operations - Member Office, Insignia Financial Ltd
Steve Taylor
Risk Systems Manager Risk & Compliance, Australian Retirement Trust
Abigail Sweep
Chief Growth & Transformation Officer, Superannuation, Iress
Leanne Bradley
Co-CEO & Principal, Suite2Go
Kirsten Rodman
Head of Technology – Core Delivery, MUFG Retirement Solutions
CATHY DUNCAN
Head of Wealth Management Australia, Tata Consulting Services
Jill Berry
CEO, Adatree
Chad Barendse
Data Governance Leader at Aware Super
Alex Setchin
Managing Director, Protiviti
Abbas Kudrati
Asia's Regional SMC Chief Cybersecurity Advisor, Microsoft (invited)
Neil Benson
Managing Director & Cofounder, Superware
STEPHEN HUPPERT
Independent Consultant & Advisor
Dan Canham
Founder & CEO at Tomorrow Strategy Co.
MICHAEL QUINN
Head of Advisory, QMV
BRIAN COLLINS
Principal, Audacity Ventures
Jacob Chapman
Head of Product. Retirement & Superannuation Solutions, Link Group
Anthony Gerrits
Chief Technology Officer, Wealth, Iress
Josef Pilger
former Global Pension and Retirement Leader, EY
Michael Brennan
Chief Technology Officer, Superannuation, Iress
Wade Matterson
Executive Superannuation, Wealth & Life Insurance, Quantium
George Aligianis
Technology Consultant
Taner Uzelakcil
Regional Business Leader – Yodlee Australian & NZ
Paul Warren-Tape
General Manager APAC, IDVerse - An OCR Labs Company
Cameron Drury
CEO & Co-Founder at Canwi
Shane Chanel
Co-Founder & CEO, Yondr Money
George Haramis
CEO & Co-Founder, moneyGPS
Dereck Hooker
Regional Director – ANZ Archer GRC
Edric Brown
Solutions Director at Smart Pension
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Fundtech 2024 Schedule
Learn schedule, program and topics of the 7th Annual FUNDTECH - Future of Future Of Superannuation Fund Innovations & Emerging Disruptive Technologies 2024

8:20 Delegate registration & coffee

STEPHEN HUPPERT
Independent Consultant & Advisor

Speakers:

• Superannuation funds want to embrace innovation in ways that improve the financial wellbeing of their members in
retirement.
• What models for fostering innovation have superannuation funds tried in the past?
• What role do service providers and other third parties have to play?
• What are some opportunities for innovation on the horizon, and how might the superannuation industry best take
advantage of these?

KEVIN FERNANDEZ
General Manager — Market Strategy and Propositions, Novigi

Speakers:

• Changing Member Expectations
• Accumulation versus Decumulation
• Evolving Fraud Landscape
• Regulatory Environment
• Scalable Guidance & Advice

Joshua Coote
Principal – Operational Excellence, Telstra Super Pty Ltd

Speakers:

• Regulatory Constraints and Compliance Challenges
• Legacy Systems and Infrastructure
• Conservative Investment Strategies
• Lack of Competition and Market Dynamics
• Technological and Infrastructure Barriers

DAN CANHAM
Founder & CEO at Tomorrow Strategy Co.

10:50 MORNING COFFEE & NETWORKING

Speakers:

• How are AI and machine learning transforming investment decision-making in superannuation funds?
• What are the potential risks of relying heavily on automated systems for investment?
• Reducing administrative costs and increasing efficiency
• What are the most significant cybersecurity threats facing superannuation funds today?
• Sustainable and Ethical Investment through Technology
• Digital Platforms and Fintech Innovations: Enhancing Member Experience

KIRSTEN RODMAN
Head of Technology – Core Delivery, MUFG Retirement Solutions

LEANNE BRADLEY
Co-CEO & Principal, Suite2Go

MODERATOR:

KEVIN FERNANDEZ
General Manager — Market Strategy and Propositions, Novigi

Speakers:

Join Abigail Sweep as she talks to technology and product leaders at Iress about the synergy across different segments of the financial services industry, namely wealth management and superannuation. The panelists will share
insight into the Iress ecosystem and how the different elements can integrate together to drive performance and
deliver better client experiences.

MODERATOR:

ABIGAIL SWEEP
Chief Growth & Transformation Officer, Superannuation, Iress

PANEL MEMBERS:

MICHAEL BRENNAN
Chief Technology Officer, Superannuation, Iress

ANTHONY GERRITS
Chief Technology Officer, Wealth, Iress

JACOB CHAPMAN
General Manager - Product, Iress

Speakers:

• What's the state of play today across super funds?
• Next-generation self-service. How omnichannel help, AI help, and AI voice interactions let members get answers instantly.
• Improving consultant productivity: How enquiry routing, AI assistance, 360 member view, and supervisor support are helping frontline consultants serve more members

NEIL BENSON
Managing Director & Cofounder, Superware

Speakers:

CHAD BARENDSE
Co-Founder, DGX

15:50 AFTERNOON TEA & NETWORKING

Speakers:

• Enhanced Investment Strategies
• Personalized Member Experience
• Operational Efficiency and Cost Reduction
• Risk Management and Predictive Analytics

GEORGE ALIGIANIS
Technology Consultant

Speakers:

MICHAEL QUINN
Senior Partner at Novigi

Speakers:

Closing Remarks from the chair

1 Hour networking Drinks

8:20 Delegate Registration & Coffee

8:55 Opening remarks from Chair

STEPHEN HUPPERT
Independent Consultant & Advisor

Speakers:

• Data Breach Preparedness and Response Strategies
• Third-Party Risk Management
• Cybersecurity Awareness and Training Programs
• Emerging Technologies and Risks

ABBAS KUDRATI
Asia's Regional SMC Chief Cybersecurity Advisor, Microsoft (invited)

Speakers:

• Leveraging Open Banking Data for Personalized Superannuation Solutions
• Improving Operational Efficiency and Reducing Costs through Data Integration
• Discuss how superannuation funds can use Open Banking and CDR to provide greater transparency to their members
• xplore how Open Banking and CDR can drive innovation within the superannuation industry

MODERATOR:

CATHY DUNCAN
Head of Wealth Management Australia, Tata Consulting Services

PANEL MEMBER:

TANER UZELAKCIL
Regional Business Leader – Yodlee Australian & NZ

Panel members TBA

Speakers:

This session will cover a broad spectrum of RegTech innovations and their implications for risk and compliance,
providing a comprehensive understanding of how technology is shaping the future of regulatory processes.

MODERATOR:

ALEX SETCHIN
Managing Director, Protiviti

PANEL MEMBERS:

UDAY JAGASIA
General Manager, Technology and Operations - Member Office, Insignia Financial Ltd

STEVE TAYLOR
Risk Systems Manager Risk & Compliance, Australian Retirement Trust

DERECK HOOKER
Regional Director – ANZ Archer GRC

11:00 MORNING COFFEE & NETWORKING

Speakers:

WADE MATTERSON
Executive Superannuation, Wealth & Life
Insurance, Quantium

Speakers:

• Startups and Disruptive Innovation
• The challenges of partnering
• Shaping the Future of Financial Services

MODERATOR:

BRIAN COLLINS
Principal at Audacity

PANEL MEMBERS:

PAUL WARREN-TAPE
General Manager APAC, IDVerse - An OCR Labs Company

CAMERON DRURY
CEO & Co-Founder at Canwi

SHANE CHANEL
Co-Founder & CEO, Yondr Money

Jill Berry
CEO, Adatree

12:50 Lunch Break & Networking

Speakers:

Share best practices and lessons learned from leading superannuation funds and technology providers

MODERATOR:

JOSEF PILGER
Former Global Pension and Retirement Leader, EY

PANEL MEMBER:

KIRSTEN RODMAN
Head of Technology – Core Delivery, MUFG Retirement Solutions

EDRIC BROWN
Solutions Director at Smart Pension

LEANNE BRADLEY
Co-CEO & Principal, Suite2Go

Speakers:

• User-Centric Design for Enhanced Member Engagement
• Leveraging Data Analytics for Personalized Member Experiences
• ntegration of AI and Machine Learning in Member Services
• Building Scalable and Secure Applications for Member Trust

• Bias and Fairness in AI Systems
• Ethical Considerations in AI Deployment
• AI Governance and Regulation
• AI for Social Good and Ethical Innovation
• Strategies for encouraging ethical innovation in AI

Design Thinking is a powerful methodology for solving complex problems and fostering innovation

• Introduction to Design Thinking
• Empathizing with Super Fund Members
• Defining the Problem
• Ideation and Concept Development
• Applying Design Thinking to Super Fund Challenges
• Creating a Culture of Innovation
• Case Studies and Success Stories
• Future Trends in Super Fund Innovation
• Implementation and Scaling Innovation

By covering these topics, the workshop can equip participants with a comprehensive understanding of how to
leverage Design Thinking to innovate within the superannuation sector. The interactive nature of the
workshop ensures that participants not only learn the theory but also apply it in practical, real-world contexts, driving meaningful improvements in their organizations.

Closing Remarks from the chair

Registation Packages
Prices and offers for the 7th Annual FUNDTECH - Future of Future Of Superannuation Fund Innovations & Emerging Disruptive Technologies 2024
IN-PERSON ATTENDANCE REGISTRATION - Super Early Bird Registration:
Register by 30th August 2024
$2495 + GST
IN-PERSON ATTENDANCE REGISTRATION - Early Bird Registration:
Register before 30th september 2024
$2695 + GST
IN-PERSON ATTENDANCE REGISTRATION - Normal Registration:
Register after 30th september 2024
$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 by 30th August 2024
$1795 + GST
VIRTUAL ATTENDANCE REGISTRATION - Early Bird Registration:
Register before 30th september 2024
$1895 + GST
VIRTUAL ATTENDANCE REGISTRATION - Normal Registration:
Register after 30th september 2024
$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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