The 3rd Women in Banking and Financial Services Leadership Summit 2016
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<strong>The</strong> <strong>3rd</strong> <strong>Women</strong> <strong>in</strong> Bank<strong>in</strong>g<br />
<strong>and</strong> F<strong>in</strong>ancial <strong>Services</strong><br />
<strong>Leadership</strong> <strong>Summit</strong> <strong>2016</strong><br />
Advice, Inspiration <strong>and</strong> Practical Skills for Career Advancement<br />
<strong>and</strong> <strong>Women</strong>’s <strong>Leadership</strong> <strong>in</strong> Bank<strong>in</strong>g <strong>and</strong> F<strong>in</strong>ancial <strong>Services</strong><br />
FEATURED SPEAKERS<br />
Rachel Stocks Manag<strong>in</strong>g Director<br />
American Express<br />
Def<strong>in</strong><strong>in</strong>g Moments<br />
Victoria Weekes Chairman<br />
OnePath Funds Management Limited & OnePath<br />
Custodians Limited<br />
Board Member, FINSIA<br />
Jacqui Colwell Chief Risk Officer, Personal Bank<strong>in</strong>g<br />
National Australia Bank<br />
Tony Cripps Chief Executive Officer<br />
HSBC Bank Australia<br />
Claire Roberts Executive General Manager, Local Bus<strong>in</strong>ess<br />
Bank<strong>in</strong>g<br />
Commonwealth Bank<br />
Julie Rynski General Manager, Small Bus<strong>in</strong>ess<br />
Westpac<br />
Deanne Stewart Chief Executive Officer<br />
MetLife Australia<br />
Jen Mitchell Executive General Manager, Commercial<br />
Insurance Claims<br />
IAG<br />
Anna Gladman Manag<strong>in</strong>g Director, Hallmark Insurance<br />
GE Capital<br />
Rosal<strong>in</strong>d Coffey Global Human Resources Director<br />
Macquarie Bank<br />
Mel<strong>in</strong>da Howes General Manager, Superannuation<br />
BT F<strong>in</strong>ancial Group<br />
Carolyn Morris General Manager-Stores <strong>and</strong> Lend<strong>in</strong>g<br />
Bankwest<br />
Alex<strong>and</strong>ra Tullio Executive, Local Connection<br />
Bendigo <strong>and</strong> Adelaide Bank Ltd<br />
Angela Middleton Group Executive Sales<br />
ME Bank<br />
Melissa Reynolds Executive General Manager Retail Bank<strong>in</strong>g<br />
National Australia Bank<br />
Pam Rebecca General Manager ANZ Digital<br />
ANZ<br />
Teifi Whatley Executive General Manager, Customer<br />
Experience <strong>and</strong> Insights<br />
Sunsuper<br />
Suzette Thurman Chief Risk Officer<br />
First State Super<br />
Susan Mitchell Chief F<strong>in</strong>ancial Officer<br />
Mortgage Choice Limited<br />
Reyna Matthes Lead<strong>in</strong>g Executive Coach, Senior Facilitator,<br />
Mentor <strong>and</strong> Speaker<br />
Executive Central<br />
PROUDLY SUPPORTED BY<br />
MEDIA PARTNER<br />
Pre-<strong>Summit</strong> Workshop<br />
15 February <strong>2016</strong><br />
<strong>Summit</strong><br />
16 & 17 February <strong>2016</strong><br />
Post-<strong>Summit</strong> Workshop<br />
18 February <strong>2016</strong><br />
PARKROYAL Darl<strong>in</strong>g Harbour<br />
EXPLORE<br />
Inspirational leadership journeys from<br />
successful senior executive women<br />
Develop<strong>in</strong>g resilience, personal<br />
strengths <strong>and</strong> authentic leadership<br />
Identify<strong>in</strong>g support structures<br />
<strong>and</strong> networks, <strong>and</strong> optimis<strong>in</strong>g<br />
communication <strong>and</strong> <strong>in</strong>fluenc<strong>in</strong>g skills<br />
Practical skills <strong>and</strong> strategies for<br />
career transition from specialist to<br />
leader<br />
EARLY BIRD DISCOUNTS<br />
Book & Pay by 9 October 2015 to<br />
receive an additional Value Plus Discount!<br />
Phone: +61 2 8239 9711<br />
Fax: +61 2 8239 9777<br />
www.liquidlearn<strong>in</strong>ggroup.com<br />
Book<strong>in</strong>g Code - SM
Pre <strong>Summit</strong> Workshop<br />
15 February <strong>2016</strong><br />
9.00 - 4.30<br />
Strive for <strong>Leadership</strong> Excellence: Strengthen Communication Skills to become a Confident <strong>and</strong> Authentic Leader<br />
In today’s reputation driven environment, technical knowledge <strong>and</strong> expertise aside, women must possess people management skills <strong>and</strong><br />
exceptional communication capabilities to succeed as leaders <strong>in</strong> this complex space. <strong>The</strong> pre-summit workshop will explore the strategies<br />
to enhance communication skills <strong>and</strong> choose the most effective channels for maximum <strong>in</strong>fluence <strong>and</strong> engagement with your audience. It will<br />
provide delegates with a world-class communication skills toolkit <strong>and</strong> discuss how mutually-centred communication can create ‘w<strong>in</strong>s’ for<br />
everyone.<br />
Enhanc<strong>in</strong>g authentic <strong>and</strong> strategic communication<br />
• Build rapport <strong>and</strong> prioritise key relationships <strong>and</strong> <strong>in</strong>fluence those around you<br />
• Identify channels for communication <strong>and</strong> recognise which are the most effective<br />
• Develop successful strategies, radiate confidence <strong>and</strong> f<strong>in</strong>d your voice<br />
Practical communication tools<br />
• Identify the best structure <strong>and</strong> style to connect successfully with others<br />
• Learn to manage people under stress<br />
• Identify effective communication depend<strong>in</strong>g on who you’re connect<strong>in</strong>g with<br />
Build your own direct communication plan<br />
• Incorporate qualities of an effective <strong>in</strong>fluencer<br />
• Become clear on how to communicate <strong>in</strong> a meet<strong>in</strong>g, conversation or presentation<br />
• Develop a step-by-step process to communicate from first <strong>in</strong>teraction onwards<br />
This practical workshop will improve your leadership capabilities through <strong>in</strong>teractive discussions <strong>and</strong> activities. This is the opportunity to develop<br />
the structures, delivery skills <strong>and</strong> state of m<strong>in</strong>d required for expert communication.<br />
INTRODUCING YOUR EXPERT FACILITATOR<br />
Arabella Macpherson Communications Coach<br />
Resonate Communications Coach<strong>in</strong>g<br />
With more than eight years of corporate communications coach<strong>in</strong>g, a degree <strong>in</strong> Performance <strong>and</strong> over 15 years of <strong>in</strong>ternational performance<br />
tra<strong>in</strong><strong>in</strong>g, Arabella Macpherson specialises <strong>in</strong> advanced communication skills. <strong>The</strong>se skills ensure her clients are more effective leaders <strong>and</strong> are<br />
able to <strong>in</strong>fluence others easily whilst <strong>in</strong>creas<strong>in</strong>g their enjoyment measurably. Arabella’s coach<strong>in</strong>g is skill based ensur<strong>in</strong>g her clients have the<br />
right formats, processes <strong>and</strong> techniques. This means they are well prepared each day <strong>and</strong> have the required tools to communicate powerfully.<br />
Leaders learn how to decode behaviour <strong>and</strong> underst<strong>and</strong> how to connect, motivate <strong>and</strong> <strong>in</strong>spire others. Arabella’s clients have <strong>in</strong>cluded American<br />
Express, Freehills, Clayon Utz, News Corp, Deloitte <strong>and</strong> Coates Hire.<br />
ABOUT THE EVENT<br />
Effective, authentic leadership dem<strong>and</strong>s a diverse <strong>and</strong> exact<strong>in</strong>g set of qualities <strong>and</strong> skills. Often careers <strong>in</strong> bank<strong>in</strong>g <strong>and</strong> f<strong>in</strong>ancial services beg<strong>in</strong> technical areas,<br />
<strong>and</strong> to forge a leadership career the leap to a strategic th<strong>in</strong>ker <strong>and</strong> <strong>in</strong>fluencer must be made. <strong>The</strong> all-important next step <strong>in</strong> a bank<strong>in</strong>g <strong>and</strong> f<strong>in</strong>ancial services<br />
career requires a broaden<strong>in</strong>g of skillset, <strong>and</strong> there are cultural <strong>and</strong> systemic challenges to overcome as well. Despite mak<strong>in</strong>g up more than half the workforce<br />
across the sector, women rema<strong>in</strong> vastly under-represented at senior leadership levels, <strong>and</strong> cont<strong>in</strong>ue to experience a significantly higher gender pay gap than<br />
the country average.<br />
<strong>The</strong> <strong>Women</strong> <strong>in</strong> Bank<strong>in</strong>g <strong>and</strong> F<strong>in</strong>ancial <strong>Services</strong> <strong>Leadership</strong> <strong>Summit</strong> <strong>2016</strong> br<strong>in</strong>gs together the country’s foremost female senior executives from lead<strong>in</strong>g<br />
<strong>in</strong>stitutions to share their <strong>in</strong>spirational leadership journeys, career war stories <strong>and</strong> practical skills for success. This unique l<strong>in</strong>e-up of exceptional women will<br />
address key technical <strong>and</strong> leadership challenges, opportunities <strong>and</strong> achievements, <strong>and</strong> h<strong>and</strong> you the tools to take your career to the next level.<br />
Register early to take jo<strong>in</strong> the conversation <strong>and</strong> secure your place at this unmissable learn<strong>in</strong>g <strong>and</strong> network<strong>in</strong>g event.<br />
TEAM BOOKINGS<br />
Receive a 20% discount when<br />
book<strong>in</strong>g a team of 8 to attend,<br />
please call: +61 2 8239 9711 or<br />
email: registration@liquidlearn<strong>in</strong>g.com.au<br />
SPONSOR TODAY!<br />
Limited sponsorship <strong>and</strong> exhibition opportunities<br />
available. For your chance to br<strong>and</strong> yourself as a<br />
market leader, please call: +61 2 8239 9711 or email:<br />
partnership@liquidlearn<strong>in</strong>g.com.au
Effectively Transition<strong>in</strong>g From Technical Spec<br />
Day One<br />
16 February <strong>2016</strong><br />
<strong>2016</strong> <strong>The</strong>me: ‘Def<strong>in</strong><strong>in</strong>g Moments’<br />
Throughout a career there are def<strong>in</strong><strong>in</strong>g moments, ignition po<strong>in</strong>ts that spark<br />
<strong>in</strong>novation <strong>and</strong> <strong>in</strong>spiration <strong>and</strong> propel us on the path towards leadership.<br />
But how do you recognise them? How can you create them? We have<br />
<strong>in</strong>vited these <strong>in</strong>spirational senior eng<strong>in</strong>eer<strong>in</strong>g leaders to share their own<br />
leadership journeys, <strong>and</strong> reflect on those sometimes t<strong>in</strong>y, sometimes<br />
unexpected turn<strong>in</strong>g po<strong>in</strong>ts that can become our career, our leadership<br />
capabilities <strong>and</strong> our def<strong>in</strong><strong>in</strong>g moments.<br />
8.30 - 8.55 Registration <strong>and</strong> Morn<strong>in</strong>g Coffee<br />
8.55 - 9.00 Official Welcome <strong>and</strong> Open<strong>in</strong>g Remarks from<br />
the Chair<br />
9.00 - 9.35 OPENING KEYNOTE CASE STUDY<br />
“Build<strong>in</strong>g a successful career <strong>in</strong> bank<strong>in</strong>g <strong>and</strong><br />
f<strong>in</strong>ancial services: A leadership journey”<br />
With over thirty years of market<strong>in</strong>g, customer <strong>and</strong> product<br />
experience <strong>in</strong> the superannuation, brokerage <strong>and</strong> bank<strong>in</strong>g<br />
<strong>in</strong>dustries, Teifi has driven a transformation that has seen<br />
Sunsuper positioned as one of today’s respected leaders<br />
<strong>in</strong> the superannuation <strong>in</strong>dustry, with over 1 million members<br />
<strong>and</strong> 85,000 employers. Teifi has established herself as a<br />
key leader with customer focus <strong>and</strong> passion. In this keynote<br />
address, Teifi will discuss:<br />
• Practical <strong>and</strong> personal skills essential for success<br />
• Learnt lessons throughout her leadership journey<br />
• Challenges <strong>and</strong> opportunities encountered<br />
Teifi Whatley Executive General Manager, Customer<br />
Experience & Insights<br />
Sunsuper<br />
9.35 - 9:45 Questions <strong>and</strong> Discussion<br />
9:45 - 10.20 EXPERT COMMENTARY<br />
“Be an <strong>in</strong>fluential leader: Own your leadership<br />
<strong>and</strong> have a positive impact”<br />
Influence assists leaders to drive powerful outcomes<br />
as it enables the reduction of frustration <strong>and</strong> allows the<br />
formation of engaged <strong>and</strong> productive teams. Influence is<br />
a vital constituent of personal, professional <strong>and</strong> leadership<br />
success. In this expert commentary session, Reyna<br />
explores how women can enhance their <strong>in</strong>fluence through<br />
the utilisation of a portfolio of skills <strong>and</strong> through the build<strong>in</strong>g<br />
of relationships. Explore:<br />
• Positively <strong>in</strong>fluenc<strong>in</strong>g others through improved ability<br />
• Hav<strong>in</strong>g confidence for the <strong>in</strong>spiration of impactful outcomes<br />
• Strategies required for the authentic connection with<br />
others <strong>and</strong> enhancement of results<br />
Reyna Matthes Lead<strong>in</strong>g Executive Coach, Senior<br />
Facilitator, Mentor & Speaker<br />
Executive Central<br />
10.20 - 10:30 Questions <strong>and</strong> Discussion<br />
10:30 - 10:45 Morn<strong>in</strong>g Tea<br />
10:45 - 11:20 CASE STUDY<br />
“A leadership journey <strong>in</strong> f<strong>in</strong>ancial services”<br />
A senior f<strong>in</strong>ancial services executive with expertise across<br />
commercial middle markets, property, customer services,<br />
retail <strong>and</strong> regional bank<strong>in</strong>g <strong>and</strong> agribus<strong>in</strong>ess, Julie blends<br />
high level corporate <strong>and</strong> leadership skills. Currently General<br />
Manager, Small Bus<strong>in</strong>ess for Westpac’s Retail <strong>and</strong> Bus<strong>in</strong>ess<br />
Bank<strong>in</strong>g Division, Julie will share her leadership journey<br />
<strong>and</strong> offer <strong>in</strong>sights <strong>in</strong>to how she successfully progressed to<br />
senior executive leadership. Explore:<br />
PLUS TWO WORKSHOPS!<br />
Plus Two Separately Bookable Full-Day<br />
Workshops on 15 & 18 February <strong>2016</strong><br />
• Be<strong>in</strong>g strategic <strong>in</strong> leadership<br />
• Career plann<strong>in</strong>g <strong>and</strong> secur<strong>in</strong>g opportunities to grow <strong>and</strong><br />
develop as a leader<br />
• Captur<strong>in</strong>g leadership lessons<br />
Julie Rynski General Manager, Small Bus<strong>in</strong>ess<br />
Westpac<br />
11:20 - 11:30 Questions <strong>and</strong> Discussion<br />
11:30 - 12:00 CASE STUDY<br />
“My personal leadership story: From Graduate<br />
Program to Chief Risk Officer, Personal Bank<strong>in</strong>g”<br />
Leverag<strong>in</strong>g personal strengths <strong>and</strong> harness<strong>in</strong>g opportunities<br />
as they arise are fundamental to achiev<strong>in</strong>g a reward<strong>in</strong>g<br />
life <strong>and</strong> career. Jacqui began her career as an Economics<br />
graduate <strong>and</strong> with<strong>in</strong> this session, she will share key learn<strong>in</strong>gs<br />
<strong>and</strong> highlights from her career <strong>in</strong> f<strong>in</strong>ancial services which<br />
helped her become the leader she is today. Discuss:<br />
• Utilis<strong>in</strong>g opportunities<br />
• Self-assessment <strong>and</strong> leverag<strong>in</strong>g your strengths<br />
• <strong>The</strong> importance of a healthy work-life fit<br />
Jacqui Colwell Chief Risk Officer, Personal Bank<strong>in</strong>g<br />
National Australia Bank<br />
12:0 - 12:10 Questions <strong>and</strong> Discussion<br />
12:10 - 12:30 CASE STUDY<br />
“Authentic leadership <strong>and</strong> build<strong>in</strong>g a successful<br />
career <strong>in</strong> bank<strong>in</strong>g <strong>and</strong> f<strong>in</strong>ancial services”<br />
With over thirty years of experience <strong>in</strong> the bank<strong>in</strong>g <strong>and</strong><br />
f<strong>in</strong>ancial services <strong>in</strong>dustry, Victoria will share leadership<br />
<strong>in</strong>sights <strong>and</strong> the portfolio of skills that helped her progress on<br />
her pathway to leadership. Victoria will discuss her def<strong>in</strong><strong>in</strong>g<br />
moments <strong>and</strong> how a ref<strong>in</strong>ed, authentic leadership style<br />
coupled with a strong bus<strong>in</strong>ess acumen is crucial to personal<br />
<strong>and</strong> professional growth. This session will explore:<br />
• Strategies for the development <strong>and</strong> master<strong>in</strong>g of leadership skills<br />
• Practical advice for aspir<strong>in</strong>g female leaders<br />
Victoria Weekes Chairman<br />
OnePath Funds Management Limited & OnePath<br />
Custodians Limited<br />
Board Member, FINSIA<br />
12:30 - 12:35 Questions <strong>and</strong> Discussion<br />
12:35 - 1.35 Network<strong>in</strong>g Lunch<br />
1.35 - 2.35 INTERACTIVE PANEL DISCUSSION<br />
“A diverse range of leadership stories-Scal<strong>in</strong>g the<br />
heights <strong>and</strong> surviv<strong>in</strong>g the hard-yards”<br />
Career plann<strong>in</strong>g is crucial to success <strong>and</strong> is a long term<br />
commitment. Change is the only constant on the road to<br />
leadership <strong>and</strong> therefore it is important to prepare your own<br />
leadership agenda <strong>and</strong> strive towards career objectives that<br />
are clear. This <strong>in</strong>teractive discussion panel will explore the<br />
journeys <strong>and</strong> discuss the challenges, game-changers <strong>and</strong> the<br />
pivotal importance of resilience <strong>in</strong> an ever-chang<strong>in</strong>g corporate<br />
environment. Discuss:<br />
• Development of lateral career pathways<br />
• Practical <strong>and</strong> personal advice for career progression<br />
• Challenges, obstacles <strong>and</strong> opportunities encountered on<br />
the pathway to senior leadership<br />
Suzette Thurman Chief Risk Officer<br />
First State Super<br />
Melissa Reynolds Executive General Manager Retail<br />
Bank<strong>in</strong>g<br />
National Australia Bank<br />
Carolyn Morris General Manager-Stores <strong>and</strong> Lend<strong>in</strong>g<br />
Bank West<br />
VALUE PLUS DISCOUNT<br />
Receive $400 off registration if you<br />
register <strong>and</strong> pay by 9 October 2015
ialist To Strategic Leader<br />
Pam Rebecca General Manager ANZ Digital<br />
ANZ Bank<br />
Claire Shoemake General Manager-Card Partnerships<br />
Latitude F<strong>in</strong>ancial <strong>Services</strong><br />
Angela Middleton Group Executive Sales<br />
ME Bank<br />
2:35 - 3:15 CASE STUDY<br />
“<strong>The</strong> Balanc<strong>in</strong>g Act: Mak<strong>in</strong>g it easier for yourself”<br />
Aspir<strong>in</strong>g female leaders with<strong>in</strong> the f<strong>in</strong>ancial services <strong>in</strong>dustry face<br />
<strong>in</strong>creas<strong>in</strong>g dem<strong>and</strong>s on their time, <strong>and</strong> <strong>in</strong> particular the challenge<br />
of effectively juggl<strong>in</strong>g their work <strong>and</strong> their personal life. Leaders<br />
can strive towards the ma<strong>in</strong>tenance of a healthy work <strong>and</strong> family<br />
life blend through careful consideration, plann<strong>in</strong>g <strong>and</strong> prioritis<strong>in</strong>g<br />
their daily <strong>and</strong> long-term tasks. In this session, Susan discusses<br />
practical advice on “hav<strong>in</strong>g it all”. Explore:<br />
• <strong>The</strong> management of expectations <strong>and</strong> boundary sett<strong>in</strong>g<br />
• Strategies for the identification of priorities <strong>and</strong> the<br />
optimisation of your time<br />
Susan Mitchell Chief F<strong>in</strong>ancial Officer<br />
Mortgage Choice<br />
3.15 - 3.25 Questions <strong>and</strong> Discussion<br />
3.25 - 3.40 Afternoon Tea<br />
3.40 - 4.10 CASE STUDY<br />
“My leadership story-Lead<strong>in</strong>g with a Yes”<br />
Tak<strong>in</strong>g the time to consider your strengths, leadership style <strong>and</strong><br />
work-life balance are all part of a strong career progression plan.<br />
<strong>The</strong>se steps have helped Rachel Stocks become the leader<br />
she is today. In this session, Rachel will share highlights <strong>and</strong><br />
learn<strong>in</strong>g’s from her pathway to leadership with<strong>in</strong> the f<strong>in</strong>ancial<br />
services <strong>in</strong>dustry <strong>and</strong> discusses the skills <strong>and</strong> strategies that<br />
have led to her success. Rachel will explore:<br />
• Lead<strong>in</strong>g with a yes<br />
• Be<strong>in</strong>g authentic, collaborative <strong>and</strong> underst<strong>and</strong><strong>in</strong>g diversity<br />
• Focus<strong>in</strong>g on the journey, not the dest<strong>in</strong>ation<br />
• Not be<strong>in</strong>g afraid to take risks <strong>and</strong> seize opportunities<br />
Rachel Stocks Manag<strong>in</strong>g Director<br />
American Express<br />
4.10 - 4.20 Questions <strong>and</strong> Discussion<br />
4.20 - 4.20 EXPERT COMMENTARY<br />
“Develop<strong>in</strong>g executive presence to <strong>in</strong>fluence career<br />
advancement”<br />
Luck is not as r<strong>and</strong>om as a lottery w<strong>in</strong>, but can be created with<br />
the right comb<strong>in</strong>ation of science <strong>and</strong> art. It is not enough to be<br />
the best at your job. You must demonstrate your leadership<br />
brilliance <strong>and</strong> project a few key attributes to proactively enhance<br />
your chances of atta<strong>in</strong><strong>in</strong>g your career goals. By leverag<strong>in</strong>g your<br />
strengths, build<strong>in</strong>g a fan club <strong>and</strong> exert<strong>in</strong>g a powerful executive<br />
presence you will be noticed. This session will explore:<br />
• Creat<strong>in</strong>g your authentic executive presence<br />
• Develop an effective br<strong>and</strong> - Have your attitude work<strong>in</strong>g for you<br />
• Create your least-pa<strong>in</strong>ful, most impactful digital presence<br />
Cather<strong>in</strong>e Nolan Director <strong>and</strong> Pr<strong>in</strong>cipal Coach<br />
Gender Gap Gone<br />
4.50 - 5.00 Questions <strong>and</strong> Discussion<br />
5.00 Conclud<strong>in</strong>g Remarks from the Chair<br />
5.00 - 6.00 NETWORKING RECEPTION<br />
Make the most of your Liquid Learn<strong>in</strong>g experience, jo<strong>in</strong> us<br />
to network over complimentary canapés <strong>and</strong> dr<strong>in</strong>ks<br />
SUPER SAVER DISCOUNT<br />
Receive $300 off registration if you<br />
register <strong>and</strong> pay by 19 November 2015<br />
Day Two<br />
8.30 - 8.55 Morn<strong>in</strong>g Coffee<br />
17 February <strong>2016</strong><br />
8.55 - 9.00 Open<strong>in</strong>g Remarks from the Chair<br />
9.00 - 9.40 OPENING CASE STUDY<br />
“Be<strong>in</strong>g human <strong>in</strong> a world of bus<strong>in</strong>ess: How<br />
strong relationships, <strong>in</strong>tegrity <strong>and</strong> trust are key<br />
to meet<strong>in</strong>g everyone’s best <strong>in</strong>terests”<br />
As IAG Commercial Insurance Executive General Manager<br />
of Claims, Jen oversees the Workers’ Compensation<br />
bus<strong>in</strong>esses <strong>in</strong> Victoria <strong>and</strong> New South Wales. With a<br />
strong background <strong>in</strong> workers’ compensation <strong>and</strong> over<br />
20 years of Human Resource experience, Jen will share<br />
her leadership journey. In this keynote session, she will<br />
discuss the situations where her skills, underst<strong>and</strong><strong>in</strong>g <strong>and</strong><br />
experience were stretched, allow<strong>in</strong>g her to evolve <strong>in</strong>to a<br />
strong, <strong>in</strong>spirational leader. Jen will explore:<br />
• <strong>The</strong> importance of <strong>in</strong>vest<strong>in</strong>g <strong>in</strong> people <strong>and</strong> build<strong>in</strong>g<br />
strong networks<br />
• How relationships founded <strong>in</strong> <strong>in</strong>tegrity <strong>and</strong> trust are essential<br />
to generate positive outcomes for all stakeholders<br />
Jen Mitchell Executive General Manager, Claims<br />
IAG Limited<br />
9.40 - 9:50 Questions <strong>and</strong> Discussion<br />
9:50 - 10.30 CASE STUDY<br />
“Authentic <strong>and</strong> bold leadership: A<br />
transformational experience”<br />
Authentic leadership is an approach to leadership that<br />
emphasises build<strong>in</strong>g a leaders legitimacy through valueladen<br />
<strong>and</strong> honest relationships. Deanne Stewart has<br />
previously held many leadership roles <strong>and</strong> has discovered<br />
her authentic leadership style throughout her career.<br />
Deanne will discuss how transformational leadership<br />
is about lead<strong>in</strong>g with an <strong>in</strong>tegrity <strong>and</strong> authenticity that<br />
resonates with others <strong>and</strong> <strong>in</strong>spires them. Deanne will share<br />
<strong>in</strong>sights from her own experience <strong>and</strong> will speak about the<br />
salience of be<strong>in</strong>g authentic. Explore:<br />
• What is authentic leadership?<br />
• Tools, strategies <strong>and</strong> actions for authentic leadership<br />
• Creat<strong>in</strong>g your own future<br />
Deanne Stewart Chief Executive Officer<br />
MetLife Australia<br />
10.30 - 10:40 Questions <strong>and</strong> Discussion<br />
10:40 - 10:55 Morn<strong>in</strong>g Tea<br />
10:55 - 11:35 CASE STUDY<br />
“Lead<strong>in</strong>g organisational transformation”<br />
It is important for teams to ma<strong>in</strong>ta<strong>in</strong> their performance<br />
dur<strong>in</strong>g the process of organisational transformation.<br />
Lead<strong>in</strong>g transformational change <strong>in</strong>volves ensur<strong>in</strong>g that<br />
organisational change takes place <strong>in</strong> a planned <strong>and</strong><br />
susta<strong>in</strong>able way, driv<strong>in</strong>g efficiencies <strong>and</strong> ensur<strong>in</strong>g that<br />
organisational development <strong>in</strong>terventions are used to drive<br />
cultural change <strong>and</strong> skills development. Anna has forged<br />
a remarkable career, lead<strong>in</strong>g transformational change <strong>in</strong> a<br />
variety of organisations. In this session, Anna shares learnt<br />
lessons throughout her career journey. Explore:<br />
• Manag<strong>in</strong>g transition <strong>and</strong> ma<strong>in</strong>ta<strong>in</strong><strong>in</strong>g <strong>and</strong> <strong>in</strong>creas<strong>in</strong>g<br />
effectiveness <strong>in</strong> new roles<br />
• Practical <strong>in</strong>sights <strong>in</strong>to career plann<strong>in</strong>g<br />
Anna Gladman Manag<strong>in</strong>g Director, Hallmark Insurance<br />
GE Capital<br />
EARLY BIRD DISCOUNT<br />
Receive $150 off registration if you<br />
register <strong>and</strong> pay by 15 January <strong>2016</strong>
Qualities, Skills And Strategies For Executive <strong>Leadership</strong> Success<br />
11:35 - 11:45 Questions <strong>and</strong> Discussion<br />
11:45 - 12:25 CASE STUDY<br />
“Develop<strong>in</strong>g a successful career <strong>in</strong> Bank<strong>in</strong>g<br />
<strong>and</strong> F<strong>in</strong>ancial <strong>Services</strong>: To be a good leader it is<br />
important to be yourself”<br />
<strong>The</strong>re is no s<strong>in</strong>gle best practice or pathway to f<strong>in</strong>ancial<br />
services leadership <strong>and</strong> unexpected challenges <strong>and</strong><br />
obstacles are opportunities to step up <strong>and</strong> demonstrate<br />
your skills, especially harness <strong>in</strong>terpersonal skills to<br />
develop <strong>and</strong> advance your career. Hav<strong>in</strong>g held many senior<br />
leadership <strong>and</strong> management role <strong>in</strong> her career, Tony will<br />
reflect on her experiences <strong>and</strong> provide practical <strong>in</strong>sights on<br />
the critical success factors that have assisted him. Explore:<br />
• Learnt lessons <strong>and</strong> challenges faced <strong>and</strong> overcome on<br />
the road to leadership success<br />
• How to ensure you are always an authentic leader<br />
• Effective transition through leadership roles<br />
Tony Cripps Chief Executive Officer<br />
HSBC Bank Australia<br />
12:25 - 12:35 Questions <strong>and</strong> Discussion<br />
12:35 - 1:35 Network<strong>in</strong>g Lunch<br />
1.35 - 2.30 INTERACTIVE PANEL DISCUSSION<br />
“Lead<strong>in</strong>g teams effectively <strong>and</strong> strategies to<br />
identify <strong>and</strong> work with your own unique strengths”<br />
<strong>The</strong> bank<strong>in</strong>g <strong>and</strong> f<strong>in</strong>ancial services sector is highly<br />
competitive <strong>and</strong> female executives must differentiate<br />
themselves to succeed as a senior leader. Mak<strong>in</strong>g the<br />
most of opportunities that present themselves <strong>and</strong> hav<strong>in</strong>g<br />
the boldness to lead teams effectively <strong>in</strong> a chang<strong>in</strong>g<br />
environment is at the crux of effective leadership. This<br />
<strong>in</strong>teractive panel discussion will explore practical ways for<br />
leaders to accomplish their goals <strong>and</strong> career plan effectively<br />
<strong>in</strong> this unique environment. Discuss:<br />
• Plans for career advancement <strong>and</strong> the development of<br />
strategic goals<br />
• Unlock<strong>in</strong>g authentic leadership - Identify<strong>in</strong>g strengths<br />
<strong>and</strong> weaknesses<br />
• Have the courage to present yourself for opportunities<br />
Mel<strong>in</strong>da Howes General Manager, Superannuation<br />
BT F<strong>in</strong>ancial Group<br />
Rosal<strong>in</strong>d Coffey Global Human Resources Director<br />
Macquarie Group<br />
Teifi Whatley Executive General Manager, Customer<br />
Experience & Insights<br />
Sunsuper<br />
Claire Roberts Executive General Manager, Local<br />
Bus<strong>in</strong>ess Bank<strong>in</strong>g<br />
Commonwealth Bank of Australia<br />
Melissa Reynolds Executive General Manager,<br />
Retail Bank<strong>in</strong>g<br />
National Australia Bank<br />
Jen Mitchell Executive General<br />
Manager, Commercial Insurance Claims<br />
IAG<br />
Alex<strong>and</strong>ra Tullio Executive, Local Connection<br />
Bendigo <strong>and</strong> Adelaide Bank Ltd<br />
2.30 - 3.15 EXPERT COMMENTARY<br />
“Critical skills for successful leadership <strong>and</strong> the<br />
importance of communication skills”<br />
For women work<strong>in</strong>g <strong>in</strong> the complex <strong>and</strong> competitive sector<br />
of bank<strong>in</strong>g <strong>and</strong> f<strong>in</strong>ancial services, the utilisation of effective<br />
leadership <strong>and</strong> communication skills <strong>in</strong>volves possess<strong>in</strong>g<br />
key strategies for facilitat<strong>in</strong>g better teamwork. Caryn will<br />
focus on strategies to improve communication <strong>and</strong> leadership<br />
skills to enhance your potential as an effective leader <strong>and</strong><br />
generate a positive impact. In this expert commentary session,<br />
Caryn will discuss:<br />
• Effective strategies for <strong>in</strong>creased team engagement<br />
through communication skills<br />
• How mutually-centered communication can create w<strong>in</strong>s<br />
for everyone<br />
• Practical strategies to progress <strong>and</strong> enhance potential as an<br />
effective leader<br />
Caryn Cridl<strong>and</strong> Founder, M<strong>in</strong>dful Mediation, Workplace<br />
Mediation, Workplace Mediation Tra<strong>in</strong><strong>in</strong>g, <strong>Leadership</strong><br />
Development, Positive Cultures<br />
M<strong>in</strong>dful Mediations<br />
3.15 - 3:25 Questions <strong>and</strong> Discussion<br />
3.25 - 3.40 Afternoon Tea<br />
3.40 - 4.40 INTERACTIVE CLOSING ROUNDTABLE<br />
“Def<strong>in</strong><strong>in</strong>g Moments that have shaped you as a<br />
leader”<br />
This <strong>in</strong>teractive discussion will provide delegates with the<br />
opportunity to discuss the major themes covered <strong>in</strong> the two day<br />
conference <strong>and</strong> open the floor to a free flow<strong>in</strong>g discussion on<br />
the <strong>in</strong>sights shared by the speakers <strong>and</strong> the def<strong>in</strong><strong>in</strong>g moments<br />
which shaped their leadership journeys <strong>and</strong> <strong>in</strong>fluenced their<br />
pathways. Explore:<br />
• Takeaway lessons for practical application when back <strong>in</strong> the<br />
office<br />
• What have been your def<strong>in</strong><strong>in</strong>g moments <strong>and</strong> how do we<br />
create them?<br />
• Additional reflections on the pathway to senior executive<br />
leadership<br />
Lynora Brooke Executive Coach & Mentor, Conflict<br />
Coach, Facilitator & Mediator<br />
Redef<strong>in</strong>ity<br />
4.40 Conclud<strong>in</strong>g Remarks from the Chair<br />
<strong>and</strong> <strong>Summit</strong> Close<br />
WHO WILL ATTEND<br />
Executives <strong>and</strong> Managers <strong>in</strong> a range of roles across the f<strong>in</strong>ancial services<br />
sector <strong>in</strong>clud<strong>in</strong>g:<br />
• Banks<br />
• Superannuation / F<strong>in</strong>ancial<br />
Plann<strong>in</strong>g<br />
• Insurance<br />
• Credit Unions / Build<strong>in</strong>g<br />
Societies<br />
• Wealth Management /<br />
Investment<br />
• Mortgage Market<br />
• Capital Markets<br />
• Funds Management<br />
• Consult<strong>in</strong>g<br />
Follow this event on Twitter us<strong>in</strong>g the event hashtag<br />
#WIB16 <strong>and</strong> @LiquidLearn<strong>in</strong>g for daily <strong>in</strong>dustry<br />
updates!<br />
Phone: +61 2 8239 9711<br />
Fax: +61 2 8239 9777<br />
www.liquidlearn<strong>in</strong>ggroup.com
Post <strong>Summit</strong> Workshop<br />
18 February <strong>2016</strong><br />
9.00 - 4.30<br />
<strong>The</strong> Senior Executive’s Toolkit<br />
In order to progress to executive levels, leaders must rapidly exp<strong>and</strong> their m<strong>in</strong>dset <strong>and</strong> capabilities to deal with the challenges of senior<br />
leadership <strong>and</strong> to perform as a strategic decision maker <strong>and</strong> <strong>in</strong>fluencer. <strong>Women</strong> seek<strong>in</strong>g to break through to the next level of their careers must<br />
ref<strong>in</strong>e, <strong>and</strong> <strong>in</strong> some cases redef<strong>in</strong>e, their leadership style <strong>and</strong> people management skills <strong>in</strong> order to succeed.<br />
This course has been designed to empower women by exam<strong>in</strong><strong>in</strong>g the critical success po<strong>in</strong>ts <strong>and</strong> provid<strong>in</strong>g practical tools <strong>and</strong> skills which<br />
will ensure key outcomes. Participants will underst<strong>and</strong> the attributes of executive level leaders, common causes of leadership challenges,<br />
ga<strong>in</strong> mechanisms for lead<strong>in</strong>g under pressure <strong>and</strong> learn high-level communication skills to assist <strong>in</strong> manag<strong>in</strong>g change <strong>and</strong> deal<strong>in</strong>g with difficult<br />
situations <strong>and</strong> people.<br />
Participants will have the opportunity to network with other senior leaders <strong>in</strong> the Bank<strong>in</strong>g <strong>and</strong> F<strong>in</strong>ancial <strong>Services</strong> Sector <strong>and</strong> take away the tools<br />
required to enhance effectiveness <strong>and</strong> impact as a key decision-maker <strong>and</strong> agent of change. <strong>The</strong> course is ideal for any female leader seek<strong>in</strong>g to<br />
succeed <strong>in</strong> a role that focuses on lead<strong>in</strong>g teams <strong>and</strong> departments.<br />
Executive leadership dynamics<br />
• <strong>The</strong> attributes of executive-level leaders<br />
• <strong>The</strong> common causes of leadership derailment<br />
<strong>The</strong> neuroscience of leadership<br />
• How we react to challeng<strong>in</strong>g job dem<strong>and</strong>s <strong>and</strong> its effect on decision mak<strong>in</strong>g <strong>and</strong> leadership behaviour<br />
• Underst<strong>and</strong><strong>in</strong>g the role of self-regulation on our thoughts, emotions <strong>and</strong> leadership behaviour<br />
Deal<strong>in</strong>g with the challenges of senior leadership<br />
• Underst<strong>and</strong><strong>in</strong>g how you react to pressure<br />
• A framework for develop<strong>in</strong>g self-regulation (CALMTM)<br />
• How to manage compet<strong>in</strong>g priorities<br />
Influenc<strong>in</strong>g <strong>and</strong> manag<strong>in</strong>g your colleagues <strong>and</strong> senior leaders<br />
• Underst<strong>and</strong><strong>in</strong>g the different role requirements at executive leadership levels<br />
• Influenc<strong>in</strong>g without authority<br />
Lead<strong>in</strong>g under pressure<br />
• Deal<strong>in</strong>g with difficult people<br />
• Giv<strong>in</strong>g <strong>and</strong> receiv<strong>in</strong>g unwelcome feedback<br />
• Conflict h<strong>and</strong>l<strong>in</strong>g strategies<br />
• Achiev<strong>in</strong>g improved leadership performance - Your personal action plan on<br />
INTRODUCING YOUR EXPERT FACILITATOR<br />
Michael Coll<strong>in</strong>s High Potential Officer <strong>and</strong> Manag<strong>in</strong>g<br />
Partner<br />
HiPotential<br />
Michael Coll<strong>in</strong>s is one of the region’s lead<strong>in</strong>g talent, leadership <strong>and</strong> change experts with 25 years of experience <strong>in</strong> roles spann<strong>in</strong>g Australia, New<br />
Zeal<strong>and</strong> <strong>and</strong> Asia. He is a trusted adviser, thought leader <strong>and</strong> seasoned practitioner <strong>in</strong> the field of leadership assessment <strong>and</strong> development, <strong>in</strong><br />
particular he specialises <strong>in</strong> identify<strong>in</strong>g <strong>and</strong> discover<strong>in</strong>g high potential leaders, differentiat<strong>in</strong>g leadership talent, neuropsychology <strong>and</strong> organisational<br />
change. In his 13 years of consult<strong>in</strong>g experience Michael has worked with clients <strong>in</strong> sectors spann<strong>in</strong>g f<strong>in</strong>ancial services, resources <strong>and</strong> m<strong>in</strong><strong>in</strong>g,<br />
utilities, eng<strong>in</strong>eer<strong>in</strong>g, defence <strong>and</strong> defence <strong>in</strong>dustry, telecommunications, pharmaceuticals, aviation, not-for-profit as well as Government. He is <strong>in</strong><br />
the f<strong>in</strong>al stages of complet<strong>in</strong>g a Doctor of Philosophy <strong>in</strong> leadership assessment <strong>and</strong> development at the Australian School of Bus<strong>in</strong>ess, University<br />
of New South Wales.<br />
WORKSHOP SCHEDULE<br />
• 8.30 - 9.00 Registration<br />
• 9.00 - 10.40 Session One<br />
• 10.40 - 11.00 Morn<strong>in</strong>g Tea<br />
• 11.00 - 12.30 Session Two<br />
• 12.30 - 1.30 Lunch<br />
• 1.30 - 3.00 Session Three<br />
• 3.00 - 3.20 Afternoon Tea<br />
• 3.20 - 4.30 Session Four<br />
• 4.30 Close of Workshop<br />
TEAM BOOKINGS<br />
Receive a 20% discount when<br />
book<strong>in</strong>g a team of 8 to attend,<br />
please call: +61 2 8239 9711 or<br />
email: registration@liquidlearn<strong>in</strong>g.com.au<br />
SPONSOR TODAY!<br />
Limited sponsorship <strong>and</strong> exhibition opportunities<br />
available. For your chance to br<strong>and</strong> yourself as a<br />
market leader, please call: +61 2 8239 9711 or email:<br />
partnership@liquidlearn<strong>in</strong>g.com.au
<strong>The</strong> <strong>3rd</strong> <strong>Women</strong> In Bank<strong>in</strong>g <strong>and</strong><br />
F<strong>in</strong>ancial <strong>Services</strong> <strong>Leadership</strong><br />
<strong>Summit</strong> <strong>2016</strong><br />
15, 16, 17 & 18 February <strong>2016</strong><br />
PARKROYAL Darl<strong>in</strong>g Harbour<br />
150 Day St, Sydney NSW 2000<br />
(02) 9261 1188<br />
Book<strong>in</strong>g Form<br />
WIB0216 - SM<br />
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Address Suburb State Postcode<br />
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Information<br />
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Title Full Name or TBA Position<br />
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# Title Full Name or TBA Position Email Attendance<br />
1 c Pre-Workshop c <strong>Summit</strong> c Post-Workshop<br />
2 c Pre-Workshop c <strong>Summit</strong> c Post-Workshop<br />
3 c Pre-Workshop c <strong>Summit</strong> c Post-Workshop<br />
Delegate Information<br />
4 c Pre-Workshop c <strong>Summit</strong> c Post-Workshop<br />
5 c Pre-Workshop c <strong>Summit</strong> c Post-Workshop<br />
6 c Pre-Workshop c <strong>Summit</strong> c Post-Workshop<br />
7 c Pre-Workshop c <strong>Summit</strong> c Post-Workshop<br />
8 c Pre-Workshop c <strong>Summit</strong> c Post-Workshop<br />
9 c Pre-Workshop c <strong>Summit</strong> c Post-Workshop<br />
10 c Pre-Workshop c <strong>Summit</strong> c Post-Workshop<br />
Your Investment<br />
No. #<br />
Options (per person)<br />
<strong>Summit</strong> + 2 Full-Day Workshop (4 days)<br />
<strong>Summit</strong> + 1 Full-Day Workshop (3 days)<br />
<strong>Summit</strong> Only (2 days)<br />
1 Full-Day Workshop (1 day)<br />
* Receive $150 off registration if you register <strong>and</strong> pay by 15 January <strong>2016</strong><br />
** Receive $300 off registration if you register <strong>and</strong> pay by 19 November 2015<br />
*** Receive $400 off registration if you register <strong>and</strong> pay by 9 October2015<br />
Group<br />
Discounts<br />
Available:<br />
10% off<br />
St<strong>and</strong>ard Rate<br />
Team of 3 - 4<br />
St<strong>and</strong>ard Rate<br />
$4195 + GST = ($4614.50)<br />
$3495 + GST = ($3844.50)<br />
$2695 + GST = ($2964.50)<br />
$1495 + GST = ($1644.50)<br />
15% off<br />
St<strong>and</strong>ard Rate<br />
Team of 5 - 7<br />
Early Bird Rate*<br />
$4045 + GST = ($5219.50)<br />
$3345 + GST = ($4119.50)<br />
$2545 + GST = ($2909.50)<br />
$1395 + GST = ($1589.50)<br />
20% off<br />
St<strong>and</strong>ard Rate<br />
Team of 8 +<br />
Super Saver Rate**<br />
$3895 + GST = ($4284.50)<br />
$3195 + GST = ($3514.50)<br />
$2395 + GST = ($2634.50)<br />
$1345 + GST = ($1479.50)<br />
Value Plus Rate***<br />
$3795 + GST = ($4174.50)<br />
$3095 + GST = ($3404.50)<br />
$2295 + GST = ($2524.50)<br />
$1295 + GST = ($1424.50)<br />
TOTAL <strong>in</strong>cl GST<br />
All Prices listed <strong>in</strong><br />
Australian Dollars<br />
FINSIA members receive 10% discount off st<strong>and</strong>ard rate<br />
Member Number :<br />
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with Group Discounts)<br />
Conditions: Group Discounts apply for book<strong>in</strong>gs made simultaneously. Only one discount applies. Group discounts apply to at the time of book<strong>in</strong>g. Liquid Learn<strong>in</strong>g Group reserves the right to have sole discretion on an organisation’s eligibility for discounts.<br />
st<strong>and</strong>ard rates only. Group discounts are not applicable to Value Plus, Super Saver <strong>and</strong> Early Bird rates. Value Plus, Super Saver <strong>and</strong> Note: Course materials, refreshments & lunches are <strong>in</strong>cluded. Travel <strong>and</strong> accommodation are NOT <strong>in</strong>cluded. Registration Options<br />
Early Bird Discounts are not applicable to the <strong>in</strong>dividual Workshop. Discounts cannot be applied retrospectively <strong>and</strong> must be claimed are per person only.<br />
Please Note: Payment is required prior to attend<strong>in</strong>g this event.<br />
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Email this form to: registration@liquidlearn<strong>in</strong>g.com.au or Call us on: +61 2 8239 9711<br />
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Registration Policy<br />
If you are unable to attend this event, you may send a substitute delegate <strong>in</strong> your place at no additional cost. Please<br />
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towards any future Liquid Learn<strong>in</strong>g Group Pty Ltd event held <strong>in</strong> the twelve months follow<strong>in</strong>g date of issuance.<br />
Disclaimer<br />
Liquid Learn<strong>in</strong>g Group Pty Ltd has taken due care <strong>in</strong> select<strong>in</strong>g qualified professionals as its authors <strong>and</strong> course<br />
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© <strong>2016</strong> Liquid Learn<strong>in</strong>g Group Pty Ltd ACN 108 415 354