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2024 schedule and agenda

08:00am - 08:45am

Registration and networking

08:45am - 08:50am

MC welcome and opening message

Annie Kane
Annie Kane
Managing Editor, Mortgages,
Momentum Media
08:50am - 08:55am

Principal partner welcome

08:55am - 09:30am

Leadership insights from female executives

In this dynamic session, we dive into the landscape of female representation in the financial services industry and how we can support the women in this space and encourage more women to join it.

As the corporate landscape continues to evolve, diverse leadership perspectives are more crucial than ever.

Three female executives of industry associations will reveal how the financial services industry stacks up when it comes to diversification and the most important lessons they’ve learned as women leading the way.

They will discuss:

  • Overcoming gender biases in leadership roles.
  • Building and leveraging diverse teams for innovation.
  • Strategies for effective communication and collaboration.
  • Balancing professional success with personal fulfilment.
  • Addressing challenges and seizing opportunities in male-dominated industries.
Sarah Abood
Sarah Abood
CEO,
FAAA
Anja Pannek
Anja Pannek
Chief Executive Officer,
Mortgage & Finance Association of Australia
Vicki Stylianou
Vicki Stylianou
Group Executive Advocacy & Professional Standards, Institute of Public Accountants
Maja Garaca Djurdjevic
Maja Garaca Djurdjevic
Managing Editor, Wealth Management, Momentum Media,
Advice and Distribution
09:30am - 10:05am

MY STORY. MY CHOICES. MY BUSINESS.

CEO Pippa Hallas will share her journey behind the brand Ella Baché, the disruptions, the innovations, the mistakes, the risks – and what it really takes to steer a 70-year-old business through a rapidly changing world.

Key takeaways:

  • The power of bold decisions and how they shape business trajectories
  • Navigating and embracing disruptions and innovations in the skincare industry
  • Learning from mistakes and turning them into opportunities
  • The importance of taking risks to ensure long-term success
  • Insights on leading and evolving a legacy brand in a modern market


Hear directly from Pippa

Pippa Hallas
Pippa Hallas
CEO,
Ella Baché
10:05am - 10:25am

How diversity and inclusion impact financial performance and overall growth

In this session, we explore the link between diversity, inclusion, and financial performance within the finance sector.

As organisations strive to remain competitive and innovative in a changing landscape, understanding the role that diversity and inclusion play in driving success is essential.

Join us for an insightful discussion on how fostering diversity and inclusion can positively impact financial outcomes and overall growth.

  • How diversity of thought leads to better decision making and risk management.
  • The impact of diverse teams on innovation and market competitiveness.
  • Strategies for promoting inclusion and creating equitable opportunities for all employees.
  • Overcoming challenges and barriers to diversity and inclusion in finance.
  • Best practices for measuring and tracking the ROI of diversity and inclusion initiatives on organisations and the overall economy.
Cassandra Crowe
Cassandra Crowe
CFA, vice president ,
T. Rowe Price Group, Inc., and T. Rowe Price Australia Limited
Matina Moffitt
Matina Moffitt
Partner,
Audit & Assurance, BDO Australia
Annie Kane
Annie Kane
Managing Editor, Mortgages,
Momentum Media
10:25am - 11:20am

Brunch and networking

11:20am - 12:00pm

Blood, sweat and tears: Managing menopause in the workplace

Women in their perimenopausal and menopausal years are the fastest-growing demographic in the workplace. But shame and silence are driving women out of the workplace. It's time to break the stigma and learn about solutions.

In this open and honest discussion, TV personality and ‘peri godmother’ Shelly Horton will share her own experience of perimenopause and provide actionable strategies for managing symptoms and workload while balancing your career and health.

Key takeaways:

  • How menopause and perimenopause can impact women
  • How to better understand the symptoms and treatment
  • What the government is doing to better understand perimenopause and menopause
  • Strategies for managing symptoms and workload


Hear directly from Shelly

Shelly Horton
Shelly Horton
TV Journalist, MC & Keynote Speaker
12:00pm - 12:35pm

Build your board: Cultivating strategic relationships

Within the financial services industry, working relationships can be one of your greatest assets.

Even the most causal coffee break conversation can lead to a new idea or opportunity, and with research showing that women feel less safe in the workplace than men, having a trusted group of supporters can be an important step towards improved psychological safety.

Learn how to leverage your existing contacts, identify gaps in your professional network, and initiate new connections to help you achieve your strategic and career goals.

In this practical session we’ll explore the power of strategic alliances and develop an authentic approach to building a personal ‘board’ of trusted colleagues and supporters at any stage of your career.

Miranda Brownlee
Miranda Brownlee
Editor, Accounting,
Momentum Media
Adele Martin
Adele Martin
Money Mentor
Joanna James
Joanna James
Chief Development Officer,
FBAA
Cat Williams
Cat Williams
Head of Product, Australia & Rest of World,
Intuit
12:35pm - 12:50pm

Risk v reward in personal and business growth

It’s no secret you need to take risks along the way in any business or career path. Join us as we explore the story of one of Australia’s most successful women in broking and discover tools and techniques for assessing which risks are worth the reward.

Deslie will share which risks paid off for her, and those that didn’t quite pan out but served as valuable lessons.

Annie Kane
Annie Kane
Managing Editor, Mortgages,
Momentum Media
Deslie Taylor
Deslie Taylor
Franchise Owner,
Mortgage Choice

Principal Partner

12:50pm - 01:25pm

Tapping into Personal Power in Leadership

Former MP, author and leadership consultant, Julia Banks will unpack the lessons she's learned challenging sexism, taking on powerful opponents and supporting women in leadership.

She will guide us through the discussion on harnessing personal power in leadership and the critical need for female representation in finance.

With her expertise in leadership and workplace culture, she will delve into:

  • How to leverage your personal power and advocate for greater diversity to create a more inclusive and successful future.
  • Tips on how to challenge the status quo against powerful opponents
  • Discover practical ways to leverage your skills, experiences, and values to influence outcomes and bring about positive change


Hear directly from Julia

Julia Banks
Julia Banks
Author, leadership consultant, keynote speaker, opinion writer, lawyer and former federal MP
01:25pm - 01:30pm

MC close

Annie Kane
Annie Kane
Managing Editor, Mortgages,
Momentum Media
01:30pm - 02:00pm

Post-networking drinks sponsored by Mortgage Choice