8:20 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.
• 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

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

Joshua Coote
Principal – Operational Excellence, Telstra Super Pty Ltd

• 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

• 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

RUCHA SAWANT
Executive Applications & Infrastructure Solution Area Lead, APAC, Avanade Inc.

PETER EVANS-GREENWOOD
Principal, PEG

MODERATOR:

KEVIN FERNANDEZ
General Manager — Market Strategy and Propositions, Novigi

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:

JAMES SINCLAIR
Head of Growth & Partnerships, Superannuation, Iress

PANEL MEMBERS:

ABIGAIL SWEEP
Chief Growth & Transformation Officer, Superannuation, Iress

MICHAEL BRENNAN
Chief Technology Officer, Superannuation, Iress

JACOB CHAPMAN
General Manager - Product, Iress

• 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

• What does "Fundtech" mean for me?
• What am I doing and what do I need?
• Steps to project success
• The forgotten questions
• Pareto, Inverse Pareto and Perfection

SÉAMUS Ó CONCHEANAINN
Managing Director at CXi Software

14:40 AFTERNOON TEA & NETWORKING

CHAD BARENDSE
Co-Founder, DGX

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

GEORGE ALIGIANIS
Technology Consultant

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

SÉAMUS Ó CONCHEANAINN
Managing Director at CXi Software

Closing Remarks from the chair

1 Hour networking Drinks