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VIC State Forum

About this event

Building Momentum

Momentum is building as record numbers of Australians move beyond accumulation. And while the superannuation industry is innovating, according to APRA it’s not nearly enough. So, how do we keep pace to deliver for members in this exciting and growing next phase? That’s what we’ll be exploring at the ASFA VIC State Forum on 12 June.

Curated by your peers from the ASFA national member engagement sub-committee, VIC State Forum is an ASFA member-led event to address topics that resonate with you (and your members). 

From AI and its relevance for super, marketing in members’ best interests, cyber resilience, the emerging role of super trustees as providers of financial advice, exploring the multifaceted nature of preparing for retirement and more. A mix of keynotes, panel discussions and lightning talks will ensure you walk away with new ideas, insights, technical information and practical steps to support member journeys and outcomes.  

We hope you can join us for an inspiring and thought-provoking full day’s program. The ASFA VIC State Form event is always a fantastic opportunity to catch up with your superannuation industry peers and counterparts.

Details

12 June, 2024
9:00am – 5:00pm

Pricing (incl. GST)

Standard

Member: $825
Non-member: $1,070

Alicia Eva

GWS GIANTS

Speaker Bio

Alicia represented Collingwood in the first-ever NAB AFL Women’s season where she was vice-captain and finished second in the Best and Fairest. After being traded to the GIANTS, Alicia was named vice-captain for the 2018 season and had an outstanding year - named in the 2018 All Australian team and winning the GIANTS’ club champion. Alicia was named just the second GIANTS AFLW captain ahead of the 2020 season and will captain the GIANTS again in the 2024 season. Alicia is also a highly regarded coach and continues to work in the club’s Academy, VFL and AFL Men’s programs.

Anne Fuchs is a speaker at the ASFA VIC State Forum photo

Anne Fuchs

Executive General Manager Advice, Guidance and Education, Australian Retirement Trust

Speaker Bio

Anne is responsible for championing financial advice, financial literacy and education across ART, seeking to influence and shape the advice industry and ensure financial advice is accessible for all members.

Anne has been leading the advice business, first at Sunsuper and now ART since 2015 and has sat on multiple boards and external advisory committees throughout her 25-year career. Anne has worked in senior roles at leading financial institutions including the Association of Financial Advisers (AFA) ING Australia and Bankers Trust.

Anne is also a non-executive director on the board of Teachers Union Health. She is a Graduate of the Australian Institute of Company Directors and holds an Advanced Diploma of Financial Services (Financial Planning) and a Bachelor of Arts.

Bec Wilson is a speaker at the ASFA VIC State Forum photo

Bec Wilson

Author of 'How to Have an Epic Retirement'

Speaker Bio

Bec Wilson is a leading voice in retirement strategy, renowned for her bestselling book "How to Have an Epic Retirement" and her influential weekly column in the SMH/Age Money Section. As a podcaster, she extends her expertise to a wider audience, offering insights into the financial, physical, and emotional aspects of retirement planning.

Her approach to retirement goes beyond traditional financial advice, advocating for a holistic strategy that encompasses all facets of well-being. This perspective has not only shaped her writing and speaking engagements but also positioned her as a pivotal figure for those navigating the complexities of retirement.

Bec’s expertise is rooted in her ability to blend comprehensive research with practical experience, making her advice both accessible and actionable. Her sessions are celebrated for their engaging delivery and the tangible value they offer, making her a sought-after speaker for anyone looking to rethink retirement planning.

Bec brings invaluable insights to the table, driven by her commitment to helping individuals achieve a fulfilling retirement. Her work, characterized by its depth and accessibility, has made a significant impact on the field, inspiring a new generation to approach retirement with confidence and clarity.

Dr Derek Bopping s a speaker at the ASFA VIC State Forum photo

Dr. Derek Bopping

Head, Melbourne State Office, Australian Signals Directorate

Speaker Bio

Derek Bopping is the Head of the Australian Signals Directorate’s (ASD) Melbourne State Office. Previously, he led ASD’s Cyber Engagement and Strategy Division, where he oversaw ASD’s cybersecurity partnerships with industry, the media, and other government stakeholders.

Derek was formerly the Deputy Counter-Terrorism Coordinator, overseeing the design and implementation of Australia’s federal counter-terrorism laws, and has worked as an independent consultant focusing on the insurance and business interruption aspects of cyber risk.

Derek holds a PhD in social psychology from the Australian National University.

Professor Don O’Sullivan s a speaker at the ASFA VIC State Forum photo

Professor Don O’Sullivan

Professor of Marketing, Melbourne Business School

Speaker Bio

Don O’Sullivan is a full professor at Melbourne Business School. Don joined MBS in 2008 and has been a visiting scholar at various universities in the United States, Europe and Asia.

Don’s principal academic interest is how executives make decisions about their demand-side capabilities and opportunities. His research has been published in leading international journals including Journal of Marketing, International Journal of Research in Marketing, Sloan Management Review, Journal of the Academy of Marketing Science, Strategic Management Journal, Journal of Management and Journal of Business Ethics, and among others.

Don is a highly sought after consultant and executive educator. He has worked with organisations across a range of sectors in Australia and in the wider region.

Previously, Don was Client Services Director at TecBrand – a marketing services agency targeting the European technology sector. In this role, he was responsible for developing numerous international award-winning demand-side strategies and campaigns for clients including Microsoft, Siemens and Hewlett-Packard.

Don taches on Melbourne Business School’s MBA, Executive MBA and Senior Executive MBA programs.

Joanne Reilly s a speaker at the ASFA VIC State Forum photo

Jo Reilly

Head of Member Growth & Marketing, AustralianSuper

Speaker Bio

Jo Reilly is the Head of Member Growth & Marketing at AustralianSuper, where she is accountable for how the Fund places and promotes its products to attract and retain members. This involves positioning the Fund’s brand as a market leader in achieving retirement outcomes for members. The role also encompasses the Fund's communications direct to more than 3.3 million members.

Jo has worked at AustralianSuper for more than a decade as the Fund has grown to be over $315bn and the nation's biggest pension fund. Prior to joining AustralianSuper in 2012, Jo led marketing and growth teams across government, hospitality, childcare and hardware industries.

She holds a Bachelor of Arts (Public Relations) and a Master of Marketing.

Jonathan Steffanoni s a speaker at the ASFA VIC State Forum photo

Jonathan Steffanoni

Managing Partner, Legal & Prudential

Speaker Bio

A lawyer specialising in commercial, risk, and regulatory advisory for trustees of APRA regulated superannuation funds.

Jonathan advises trustees of industry, retail, corporate, and public sector superannuation funds on matters including successor fund transfers, material outsourcing contracts, legislative and regulatory change, and financial product disclosure.

He is an active member of the Association of Superannuation Funds of Australia (ASFA), chairing and participating in several policy and event committees over the past decade.

Jonathan holds a Juris Doctor with Distinction from the Royal Melbourne Institute of Technology, a Bachelor of Arts from Macquarie University, and a Graduate Diploma in Legal Practice from the Australian National University. He is admitted to practice in the Supreme Court of Victoria and High Court of Australia.

Joshua van Gestel is a speaker at the ASFA VIC State Forum

Joshua van Gestel

Senior Manager, Education Delivery Australian Retirement Trust

Speaker Bio

Joshua is responsible for overseeing the development and delivery of ART’s education strategy to members, employer representatives, advisers and other representative bodies.

Joshua is passionate about empowering individuals through effective, tangible, and engaging experiences, while also bringing a desire to create stronger advocacy to improve the financial wellbeing of all Australians.

Joshua has 30 years’ extensive experience within Financial Services, Education and Media organisations, holding roles in management, content development and education delivery – including in the building of adviser expertise in Self-Managed Superannuation, Managed Investment and retirement products.

Ken Roberts is a speaker at the VIC State Forum photo

Ken Roberts

Executive Chairman and Founder, Forethought Research

Speaker Bio

Ken Roberts has been advocating and applying state of the art marketing science techniques for 30+ years. He is the founder and executive chairman of marketing science consultancy Forethought Pty Ltd and Forethought USA LLC, highly regarded for the ability to interpret and resolve services marketing challenges.

Personally driven to share his career-honed marketing expertise, Ken actively contributes at industry forums, and has featured in multiple publications including in the World Advertising Research Centre publications and top quartile academic journals.

Additional industry accolades include Australian Marketing Institute Marketer of the Year and the Advertising Research Foundation, Gold David Ogilvy Award for Research in Communications. He is a member of the ARF Creative Council and has been awarded a Monash University Fellowship. He is a member of the MBS Centre For Business Analytics Advisory Board.

Ken is the author of popular insights blog https://www.greenbook.org/insights/customer-acquisition-retention

Liberty Mudzamba is a speaker at the VIC State Forum photo

Liberty Mudzamba

Principal Cyber Risk Consulting, Marsh Cyber Advisory, Pacific

Speaker Bio

Liberty is an accomplished Information Security professional and cybersecurity subject matter expert with over 7 years of experience in cyber risk management. He is passionate about simplifying cyber risk communication to help business leaders make effective decisions. His expertise lies in information technology governance, risk management principles, information security audit, cyber risk quantification, and incident management.

Liberty has supported Australian and global organisations with Cyber transformation programs and regulatory compliance assessments, including APRA's CPS 234 assessments for Australian local and global banks, insurance companies, and wealth & asset management organisations.

Liberty holds a Postgraduate Diploma in Computer Science (Cybersecurity), Certified Information Security Manager (CISM) and Certified Information Systems Security Professional (CISSP) certifications, and a Bachelor of Commerce with a double major in Accounting and Finance. He has also completed the Cyber Leadership Program and Executive Leadership Program.

Michael Kollo is a speaker at the VIC State Forum photo

Dr. Michael Kollo

CEO, evolved.ai

Speaker Bio

Dr. Michael G. Kollo is an accomplished executive leader and educator on the importance of artificial intelligence in business strategy and products across financial services, technology and public services.

As an executive, Michael has held leadership positions at large institutional investors as Blackrock, Fidelity, Renaissance Asset Management, Axa Investment Managers and HESTA. As a board member, he holds a non-executive directorship for ASX listed entity Clime Investment Managers.

Today Michael is the CEO of Evolved AI, A Generative AI research and development focused on helping Australian firms navigate the AI landscape for a safe and sustainable AI adoption.

Peter Hogg is a speaker at the VIC State Forum photo

Peter Hogg

General Manager - Guidance & Advice, Aware Super

Speaker Bio

Peter Hogg is the General Manager of Guidance & Advice at Aware Super. He has over 15 years’ experience working as an Advice leader within profit for member superannuation funds which includes leading significant transformation programs and embedding regulatory change in practice. After 20 years, he remains a licensed financial planner who is a known advocate for the value of advice and role it plays in improving retirement outcomes for members.

Russel Howcroft

Breakfast radio co-host on 3AW, and panel member of The Gruen on ABC

Speaker Bio

Over a long career in media and marketing,  Russel has been one of the most prominent voices on the cultural and economic importance of advertising, particularly through his role as a panellist on the ABC’s Gruen program and host of ABC documentary How Australia Got Its Mojo.

Howcroft co-hosts 3AW Breakfast with Ross & Russel – the #1 breakfast radio show in Melbourne. He has also recently launched advertising podcast AdMission which he co-hosts with industry up-and-comer Freddie Young (co-founder, Good One), in partnership with 9Podcasts. AdMission delves into untold stories behind the world’s most talked-about brands, as well as exploring the latest in advertising news, creative ideas and business.

Howcroft has held multiple senior roles across the industry having served as PwC’s first Chief Creative Officer, Executive General Manager at Network 10, and CEO of one of Australia’s leading agency groups, Y&R Brands – where he was also a member of the global management team.

Russel has had board involvement at a number of prominent organisations and is currently serving as Chair of the Jim Stynes Foundation. Previous positions include the inaugural ThinkTV Chair, Australian Film Television and Radio School (AFTRS) Council Chair, AFI/AACTA board member, Screen Forever Advisory Board Member, Enero (ASX: EGG) board member and Advertising Federation of Australia Chair.

Howcroft has written or co-written three best-selling books, with his most recent book Right Brain Workout II currently published throughout the world. He is a founding partner and Brand Design Advisor at Sayers Group. He continues to be actively involved in the advertising industry via investments including marketing software platform Mutinex, and in particular, the young creative agency Good One.

In 2023, Russel was inducted to the Advertising Hall of Fame – recognising his long career and impactful role in shaping the industry.

Sarah Abood is a speaker at the VIC State Forum photo

Sarah Abood

Chief Executive Officer, Financial Advice Association Australia (FAAA)

Speaker Bio

Sarah Abood is Chief Executive Officer of the Financial Advice Association of Australia (FAAA). The FAAA was formed in April 2023 from the merger of the Association of Financial Advisers (AFA) and the Financial Planning Association (FPA), and is Australia’s leading professional association for financial planners and advisers.

Sarah has over 25 years’ experience working in the financial services sector and she is a passionate advocate for financial planning. She has a deep understanding of the profession, and the demands of running an advice practice, gained from her nine years as CEO of a privately-owned and self-licensed financial planning firm.

Prior to commencing as FAAA CEO, Ms Abood held the position of chief operating officer at the for-purpose fund manager HOPE Housing. She has also worked in senior leadership, change and transformation, and marketing roles for some of Australia’s leading financial institutions including Fidelity International, CFS, BT, Westpac, Rothschild and AMP. Sarah holds a BA from the University of Sydney, an MBA from Macquarie University (MGSM) and is a Graduate of the Australian Institute of Company Directors (GAICD).

Shae Keenan is a speaker at the VIC State Forum photo

Shae Keenan

Chief Marketing Officer, Visit Victoria

Speaker Bio

Shae Keenan was appointed Chief Marketing Officer of Visit Victoria in 2021.

She has an extensive marketing career spanning two decades at Visit Victoria and Tourism Victoria. She brings a deep understanding of the travel and tourism industries, marketing practice and trends and an absolute passion for Melbourne and the Victorian tourism industry.

Overseeing a team of exceptional marketers Shae is spearheading Visit Victoria’s global marketing strategy and the ongoing development of the Victoria destination brand. In 2024 she led the team in delivering Victoria’s new global brand ‘Every bit different’ uniting Visit Victoria marketing communications under a single platform.

To support the industry she initiated the development and delivery of the ‘Click for Vic’, ‘Stay close, go further’ and ‘Get Set’ campaigns, in response to challenges brought about by the 2019/20 summer bushfires in regional Victoria and the coronavirus pandemic.

In 2022, she was named as one of CMO Australia’s top 50 Marketers.

Shae has held senior leadership positions at Visit Victoria including Head of Marketing Communication and Customer Experience (2018-20).

Shae holds a Bachelor of Business Marketing from Monash University and is a member of the Australian Marketing Institute.

Sophie Bowen-James is a speaker at the VIC State Forum photo

Sophie Bowen-James

Analyst, Novigi

Speaker Bio

Sophie is an emerging industry leader with a diversity of experience across a range of industries. She has always brought an unbridled enthusiasm and a thirst for knowledge to her work, which prior to superannuation saw her contributing to fields as varied as heritage restoration and social housing strategy.

As an analyst in Novigi's Market Strategy and Propositions team, Sophie plays a key role in shaping Novigi's product and service offering. She is heavily involved in Novigi's thought leadership content, such as the Quarterly Report, to which she contributes content and oversees delivery. Prior to joining the Market Strategy and Propositions team, Sophie was instrumental in the delivery of several large engagements for Novigi, including the transition of BT Super to Mercer Super. She's also passionate about diversity, equality, and inclusion, and has been pivotal in related initiatives at Novigi.

Sophie graduated with a degree in construction project management with first class honours from the University of Technology Sydney and is currently completing a Master of Business Administration at The University of Sydney.

Sinem Kalenderoglu

Marketing Manager - Brand & Content, Rest

Sessions

Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

As a Brand and Content Manager, Sinem has built her career working across brand campaigns, social media strategy and cross-channel storytelling.

Working at the intersection of technology and creative innovation, she’s crafted her skill of turning complex brand concepts into engaging social narratives that connect and resonate with member experiences.

Specialising in superannuation, she’s passionate about exploring how brand storytelling through social media can converge to drive meaningful audience connection.

Gemma Kyle

Chief Risk Officer, Rest

Sessions

Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Gemma was appointed as Chief Risk Officer in November 2018 and leads the Enterprise Risk function which includes investment risk, operational risk, business resilience, financial crime, compliance and regulatory engagement.

Gemma has over 25 years’ experience in risk management and governance across multiple industries including government, engineering and financial services. She is known for her ability to drive organisational change and achieve business objectives in complex and dynamic environments. Prior to joining Rest, Gemma held senior positions at MLC Life Insurance, MLC Wealth, Parsons Brinkerhoff and Federal Treasury. She is a Director on the Board of the Fund Executives Association Limited. Gemma holds a Master of Arts from the Australian National University, a Bachelor of Economics, Social Science (First Class Honours) from the University of Sydney and is a graduate of the Australian Institute of Company Directors.

Adrian C

Director, Partnership Program, QLD and NT, Australian Signals Directorate (ASD)

Sessions

Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Adrian C works in the Australian Signals Directorate and is the Director of ASD’s Cyber Security Partnership Program.

He has worked in various roles in the National Intelligence Community for the last 16 years including geospatial intelligence, intelligence support to Australian Defence Force Military Operations and writing core components of the Comprehensive Review – legal framework of the National Intelligence Community. 

Adrian transferred to Australian Signals Directorate in 2021 and was responsible for the section that develops and publishes ASD’s technical publications and guidelines.

He moved from Canberra to Brisbane in January 2023 to commence his current role within Australian Signals Directorate.

Kate Farrar

Chief Executive Officer, Brighter Super

Sessions

Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Kate Farrar is the Chief Executive Officer of Brighter Super, where she has led the fund’s transformation from a $10 billion Queensland public-sector fund into a $35 billion success story with more than 280,000 members.

Since her appointment as CEO in April 2018, Kate has overseen the merger of LGIAsuper and Energy Super and the acquisition of Suncorp Super—the first industry fund acquisition of a retail fund. This integration, completed 18 months ahead of schedule, delivered a 40% reduction in administration fees for members while expanding services across Queensland.

Under Kate’s leadership, Brighter Super has become one of the fastest-growing industry funds in Australia, recognised for both its operational sustainability and member-first approach. In acknowledgment of these achievements, she was awarded the Fund Executive of the Year Award by the Fund Executives Association Ltd (FEAL) in 2024.

Kate brings 35 years of leadership experience across finance and energy, including senior roles at Barclays de Zoete Wedd, Suncorp Investment Management, NSW Treasury Corporation, McKinsey & Company, and Ergon Energy.

Beyond her role at Brighter Super, Kate serves as a Non-Executive Director of ASX100-listed Seven Group Holdings and is the President of the Queensland Futures Institute.

She holds a Bachelor of Music (Honours) and a Master’s Degree in Econometrics and Finance. Through a scholarship from Chief Executive Women, she is also a graduate of INSEAD’s Advanced Management Programme. In 2025, following her FEAL award education grant, Kate completed the Stanford Graduate School of Business program, People, Culture, and Performance: Strategies from Silicon Valley.

Joseph Mitchell

Assistant Secretary, ACTU

Sessions

Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

As ACTU Assistant Secretary, Joseph is passionate about winning a better future for working people and growing the union movement.  

Joseph has a Bachelor of Economics and Bachelor of Arts from Australian National University and a Graduate Certificate in Applied Finance from the University of NSW.  

Joseph Mitchell is a trustee director of TelstraSuper.

Vasyl Nair

Group Chief Executive Officer, Team Super

Sessions

Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

The Team Superannuation Fund (Team Super) is a profit-to-members, public offer pension fund dedicated to serving the retirement needs of all Australians. Team Super manages over $22 billion in funds for approximately 150,000 members.

Vasyl Nair is the Chief Executive Officer of Team Super (prior to this, Vasyl held the roles of Deputy Chief Executive Officer, Chief Risk Officer and Chief Strategy Officer).

Vasyl is a keen advocate for the ongoing development of the superannuation sector, with active participation in a number of different parts of the industry. He has served as a director of an Australian fintech organisation, specialising in superannuation and investment administration.

Vasyl was appointed to the Board of the Association of Superannuation Funds of Australia (ASFA) as Director in January 2025, the peak pension fund association in Australia.

Vasyl has a strong background in law, corporate finance and strategy, having held senior roles across at some of Australia’s largest financial services institutions. Vasyl holds a Bachelor of Laws (Hon), Bachelor of Commerce, Graduate Diploma of Legal Practice and an Executive Master of Business Administration. He is admitted to the Supreme Court of NSW as a solicitor, is a Graduate of the Australian Institute of Company Directors and has achieved a Certificate of Business Excellence from the Haas School of Business, U.C.
Berkeley.

Kristian Fok

Chief Executive Officer, Cbus Super

Sessions

Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Kristian Fok is the CEO of Cbus Super, Australia’s leading specialist superannuation fund for the building and construction sector. Cbus was founded 40 years ago and provides superannuation and income streams to more than 925,000 members and manages over $105 billion of members’ money (as of 30 June 2025). He is responsible for all aspects of Cbus and reports directly to the Board.

Prior to his appointment in June 2023, Kristian Fok served as the Fund’s Chief Investment Officer (CIO) for 10 years. Cbus is a significant, long-term investor in the Australian economy and the Fund invests back into our members’ industries both directly and indirectly and via unique vehicles such as our wholly owned entity, Cbus Property.  

As CIO, Kristian was responsible for leading the Cbus investment strategy, this included evaluating opportunities that provide returns to members over the long term, managing investment governance and risk and monitoring the portfolio. Kristian led the development and implementation of Cbus’ hybrid internalisation strategy, which has proven successful in driving strong returns and delivering total cumulative fee and costs savings for members of over $730 million. 

Kristian is Chair of the Australian Sustainable Finance Institute (ASFI) and serves on the Board of the Australian Council of Superannuation Investors (ACSI). Kristian’s qualifications include Bachelor of Commerce, Fellow of the Institute of Actuaries Australia and Fellow of FINSIA.  

Kevin Fernandez

General Manager, Market Strategy & Propositions, Novigi

Sessions

Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Kevin has long played a central role in shaping and driving strategic initiatives across the superannuation and wealth management sectors. With deep expertise in data strategy and a passion for AI, Kevin leads the development of forward-thinking solutions – ranging from strategic partnerships to managed services – that address evolving client needs.  

A recognised thought leader, Kevin is known for leveraging data-driven insights to deliver sustainable value. His leadership is central to Novigi’s market positioning, helping to define the company’s growth strategy in an increasingly complex and dynamic financial landscape.  

Vicki Doyle

Chief Executive Officer, Rest

Sessions

Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Vicki joined Rest as Chief Executive Officer in May 2018, bringing more than 20 years of
senior executive leadership experience in superannuation, life insurance, wealth management and banking.

Vicki’s experience includes executive leadership roles at some of Australia’s largest financial services organisations. She has an extensive background in distribution, strategic marketing, digital, fund operations and contact centres, customer strategy and design and product management.

Vicki is passionate about simplifying and demystifying superannuation to help all Australians achieve their best retirement outcomes.

Vicki holds an Executive MBA from the Australian Graduate School of Management and a diploma from the Australian Institute of Company Directors. Vicki has been a Non-executive Director of the Australian Council of Superannuation Investors since 2018 and a Director of The Association of Superannuation Funds of Australia since 2022.

Louise Davidson, AM

Chief Executive Officer, Australian Council of Superannuation Investors (ACSI)

Sessions

Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Louise Davidson has spent her career with a focus on building long-term value for the millions of beneficiaries of Australian superannuation funds. Most recently this has included elevating the importance of environmental, social and governance factors in managing material financial risk in super fund investment portfolios. 

As CEO of the Australian Council of Superannuation Investors (ACSI) since 2015, Louise oversees ACSI’s program of company engagement, research and policy advocacy, backed by 30 years of senior experience in the financial services and ESG sectors. Her tenure as ACSI CEO has seen significant improvements in the way listed companies manage important issues including boardroom diversity, climate risk and human rights.  

Prior to being appointed ACSI CEO, she was Investment Manager, ESG at Cbus superannuation fund 

Louise is the co-founder of the Mother’s Day Classic, which has raised over $50 million for breast and ovarian cancer research since 1998. She was appointed a Member of the Order of Australia in 2019 for her significant service to the superannuation sector and to breast cancer research.  

She is a director of Chief Executive Women, deputy chair of the Federated Hermes Client Advisory Board, and a former director of the Peter MacCallum Cancer Centre and the International Integrated Reporting Initiative and former chair and director of the Mother’s Day Classic Foundation. 

Peter Chun

Chief Executive Officer, UniSuper

Sessions

Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Peter Chun joined UniSuper as the Chief Executive Officer in September 2021, bringing more than 30 years’ experience in financial services.

UniSuper is one of Australia’s largest super funds with more than 700,000 members and over $155 billion in funds under management (as at 30 June 2025).

As CEO, Peter is responsible for developing, leading, and implementing corporate strategy and culture. He is also accountable for the overall services and operational management of UniSuper Management nationally.

Prior to joining UniSuper, Peter held senior executive roles at Aware Super, Colonial First State and Credit Suisse.

Peter is a qualified Actuary with a Bachelor of Economics from Macquarie University. He holds Graduate Diplomas in Applied Finance and Investments and Financial Planning from the Securities Institute of Australia; and has undertaken the Advanced Management Program at Harvard Business School (Boston, USA).

Peter is a Director of Diversity Council Australia, a Member of the ASFA CEO Advisory Committee and the Australian Chamber Orchestra Finance Audit & Risk Committee.

Eoin Burke

Head of Financial Crimes, MUFG Retirement Solutions

Sessions

Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Eoin Burke is the Head of Financial Crimes, MUFG Retirement Solutions, a division of MUFG Pension & Market Services (MPMS), with over 20 years of experience in financial crime prevention, compliance, and data analytics. 

He has held senior leadership roles across APAC and EMEA, and plays a critical role in protecting the organisation from financial threats, responsible for safeguarding the data and monetary assets of over 20 million accounts. His remit includes fraud and scam prevention, AML/CTF compliance and reporting, regulator and law enforcement engagement, training and awareness, and driving innovation in protective technologies. He also developed ‘ALERT’, MPMS’s internal fraud analytics capability, which now protects over 10.5 million member accounts daily and has prevented more than $150 million in financial crime. 

A recognised industry leader, Eoin regularly speaks at major forums including the Financial Crimes and Cyber Security Forum and the AUSTRAC Symposium, sharing insights on emerging risks and best practices in financial crime prevention. His strategic direction continues to strengthen MPMS’s defences and reinforce its commitment to integrity and security. 

John Livanas

Chief Executive Officer, State Super

Sessions

Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Mr Livanas leads a team of experienced senior executives in managing the provision of member services and the investment of approximately $38 billion of assets (as at 30 June 2025).

Mr Livanas has over 30 years’ industry experience, having worked in organisations including Deloitte South Africa, the South African Government Employees Pension Fund – the precursor to the country’s sovereign fund – and several Australian superannuation funds.

Prior to his appointment in October 2011, Mr Livanas was the Chief Executive Officer of AMIST Super (2008–11) and the General Manager of FuturePlus Financial Services (2002–08). He was a Director of ISPT and ISPT Grosvenor International Property Trust from 2010–12 and in August 2013 was appointed to the Board of the Australian Council of Superannuation Investors.

Mr Livanas holds a Bachelor of Science in Engineering and an MBA from the University of Witwatersrand and a Graduate Diploma of Finance and Investments from the Financial Services Institute of Australia. He is an ASFA-accredited Investment Fiduciary and a Graduate of the Australian Institute of Company Directors.

Debby Blakey

Chief Executive Officer, HESTA

Sessions

Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Debby Blakey, GAICD, is the CEO of HESTA, Australia’s $96 billion superannuation fund for health and community services workers. With over 30 years’ experience in the superannuation and financial services sectors, she holds qualifications in Mathematics, Computer Science, Financial Advice, Governance, Pension Fund Design and Sustainability.

Debby’s leadership is characterised by a ‘people-first’ approach, focusing on enhancing member experiences and financial outcomes while also ensuring operational rigour and excellence. She is a strong advocate for innovation and transformation within the superannuation industry.

Debby is the President of the Australian Council of Superannuation Investors (ACSI), a Director of the International Corporate Governance Network (ICGN) and is the founding Chair of the 40:40 Vision initiative – promoting gender equality at executive and Board level in ASX300 companies.

Under Debby’s leadership, HESTA has been called the ‘corporate conscience of Australia’ for its commitment to strong governance, environmental management and gender equality.

Cath Bowtell

Chair, IFM Investors

Sessions

Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Cath is the Chair of IFM Investors; Industry Super Holdings (ISH); and the Federal Government’s Jobs & Skills Ministerial Advisory Board.   

She is a Director of Industry Fund Services (IFS) and of the Melbourne Arts Precinct Corporation. 

Cath has worked for many years in senior roles in both the superannuation industry and union movement. She was the Chief Executive of IFS and Chief Executive of the Australian Government Employees Superannuation Trust (AGEST) from 2010 until its merger with AustralianSuper in 2013.

Prior to this, Cath was a Senior Industrial Officer at the Australian Council of Trade Unions (ACTU). She has held a number of directorships and committee positions throughout her career, including Director of AustralianSuper, Director of AGEST Super and Director of Ausgrid.

Natalie Previtera

Chief Executive Officer, NGS Super

Sessions

Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Natalie is the Chief Executive Officer of NGS Super.  

With a career grounded in governance, legal, and strategic leadership, Natalie brings a forward-thinking and purpose driven approach to superannuation. She is responsible for steering the fund through a dynamic regulatory landscape, ensuring operational excellence, and delivering long-term value to members.

Natalie also served as Chief Risk and Governance officer having deep institutional knowledge and a strong track record in executive oversight and regulatory engagement.

She is known for her collaborative leadership style and her ability to drive transformation while maintaining a strong member-first ethos.

Prior to joining NGS in 2019 Natalie held senior governance roles at AMP, Suncorp and Perpetual.  

Laura Catterick

Director, Resilience & Cyber, UK Finance

Sessions

Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Laura Catterick is the Director of Resilience & Cyber at UK Finance, which is the collective voice for the UK banking and finance industry, representing over 300 firms and supporting members in their efforts to build more resilient firms and a more resilient financial sector.

Within UK Finance, Laura works closely with industry leaders, government, and regulators, influencing policy on operational resilience and cybersecurity at a national level. UK Finance also co-chairs CMORG (Cross Market Operational Resilience Group) to deliver collaborative resilience initiatives that address systemic risks.

Laura is a Chartered Professional Accountant from Canada with extensive experience in risk, regulatory compliance, cyber security, operational resilience, and large-scale transformation. She has held senior executive roles within highly regulated sectors, including roles across all three lines of defence within Deloitte, PricewaterhouseCoopers, Lloyds Banking Group, and Mastercard.

Josh Cross

Chief Operating Officer, SS&C Technologies

Sessions

Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Josh Cross brings over 30 years of experience in Technology, Operations, Delivery and Transformation within the Australian Financial Services industry. His expertise spans Trade Finance, Institutional and Corporate Lending, Consumer Lending, Share Trading, Insurance and Superannuation.

Josh joined SS&C in July 2025 through a lift-out from Insignia Financial – one of Australia’s largest Superannuation and Investment providers, known for its growth through large-scale acquisitions and technology separations from major Australian banks.

In his current role, Josh leads the SS&C  Business Process Outsourcing (BPO) function, which delivers technology, operations, and service delivery for more than one million Australian across multiple technology eco-systems, supported by a team of approximately 1300 staff. Over the next three years, Josh will also lead the major transformation of the underlying superannuation platforms and processes, migrating to SS&C’s Bluedoor ecosystem.

Lt Gen Michelle McGuinness, CSC

National Cyber Security Coordinator, National Office of Cyber Security

Sessions

Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Lieutenant General Michelle McGuinness, CSC was appointed as Australia’s National Cyber Security Coordinator (the Coordinator) on 26 February 2024.

As the Coordinator, LTGEN McGuinness leads national cyber security policy, the coordination of responses to major cyber incidents, whole of government cyber incident preparedness efforts, and the strengthening of Commonwealth cyber security capability. 

LTGEN McGuinness has served in the Australian Defence Force for 30 years in a range of tactical, operational, and strategic roles in Australia and internationally.

Prior to this appointment, LTGEN McGuinness most recently served as Deputy Director Commonwealth Integration in the United States Defense Intelligence Agency. In this role, she led policy and cultural reform, and technological integration, including interoperability across information technology, systems and data.

Jamie Bonic

Global Head of FX and Commodity Sales, NAB

Sessions

Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Jamie Bonic is NAB’s Global Head of FX and Commodity Sales, responsible for several FX-related sales businesses including NAB’s Institutional, Corporate, and Government teams.  Prior to joining NAB, Jamie spent 17 years in London working for JPMorgan as a Managing Director in their Global Markets division, leading sales and trading across Interest Rate and FX products. Jamie holds a Bachelor of Economics from The University of Sydney and is currently based in Sydney.

Katie Miller

Deputy CEO, Regulation, AUSTRAC

Sessions

Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Katie Miller is the Deputy CEO, Regulation, AUSTRAC and has strategic responsibility for AUSTRAC’s regulatory, policy and legal functions. 
Katie has extensive experience exercising regulatory functions and advising regulators at state and federal levels. Katie is a published author on issues involving regulation, law and technology and supports connections between government, practitioners, communities of practice and academia. 

Derek Thompson

Via live link

Best Selling Author, Podcast Host of 'Plain English'

Sessions

Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Few speakers can match Derek Thompson‘s ability to synthesize mega-trends in society, labor, economics, technology, and politics. Put another way: Derek trawls the data sets and does the forecasting and deep reporting necessary to help us better understand how we live, how we vote, how we spend, and how we work.

In his paradigm-shifting #1 New York Times bestseller, Abundance (co-written with Ezra Klein), this award-winning journalist reveals how our policies and culture have pushed us into a world of scarcity (not enough housing, workers, or progress)—and offers a radical new path towards a world where housing is affordable, energy is plentiful, and innovation flourishes across industries.

He shares a compelling vision of a future where we have more than enough for everybody, and a practical, actionable roadmap for how to get there. It starts with taking more risks, building more expansively, and recognizing that we all have the power to create a world of abundance. “Everything’s utopian until it’s reality,” he says.

Carmen Beverley-Smith

Executive Director - Superannuation, Life & Private Health Insurance, APRA

Sessions

Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Carmen joined APRA in March 2023 and holds the role of Executive Director, Life and Private Health Insurance and Superannuation.  

She has had an esteemed career in financial services, spanning over 25 years. She has held diverse leadership roles at Westpac and Commonwealth Bank of Australia, including across risk, transformation and change, product and portfolio development, and sales and service. 

Prior to joining APRA, she held the role of General Manager, Risk Transformation Delivery Integration at Westpac. This involved leading the group-wide implementation of a suite of solutions to uplift risk management capability and develop data, analytics and reporting. 

Carmen leads with a values-driven approach and a particular interest in developing and mentoring talent. 

She holds a Bachelor of Commerce and Accounting, is a certified Chartered Accountant and a Graduate of the Australian Institute of Company Directors. 

Amy C. Edmondson

Novartis Professor of Leadership and Management, Harvard Business School

Sessions

Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Amy C. Edmondson is the Novartis Professor of Leadership and Management at the Harvard Business School, a chair established to support the study of human interactions that lead to the creation of successful enterprises that contribute to the betterment of society.

Edmondson has been recognized by the biannual Thinkers50 global ranking of management thinkers since 2011, and most recently was ranked #1 in 2021 and 2023; she also received that organization’s Breakthrough Idea Award in 2019, and Talent Award in 2017.  She studies teaming, psychological safety, and organisational learning, and her articles have been published in numerous academic and management outlets, including Administrative Science Quarterly, Academy of Management Journal, Harvard Business Review and California Management Review. Her 2019 book, The Fearless Organization: Creating Psychological Safety in the Workplace for Learning, Innovation and Growth (Wiley), has been translated into 15 languages. Her prior books – Teaming: How organizations learn, innovate and compete in the knowledge economy (Jossey-Bass, 2012), Teaming to Innovate (Jossey-Bass, 2013) and Extreme Teaming (Emerald, 2017) – explore teamwork in dynamic organisational environments. In Building the future: Big teaming for audacious innovation (Berrett-Koehler, 2016), she examines the challenges and opportunities of teaming across industries to build smart cities. 

Edmondson’s latest book, Right Kind of Wrong (Atria), builds on her prior work on psychological safety and teaming to provide a framework for thinking about, discussing, and practicing the science of failing well. First published in the US and the UK in September, 2023, the book is due to be translated into 24 additional languages, and was selected for the Financial Times and Schroders Best Business Book of the Year award.

Before her academic career, she was Director of Research at Pecos River Learning Centers, where she worked on transformational change in large companies. In the early 1980s, she worked as Chief Engineer for architect/inventor Buckminster Fuller, and her book A Fuller Explanation: The Synergetic Geometry of R. Buckminster Fuller (Birkauser Boston, 1987) clarifies Fuller’s mathematical contributions for a non-technical audience. Edmondson received her PhD in organisational behavior, AM in psychology, and AB in engineering and design from Harvard University.

 

Daniel Mulino MP

Assistant Treasurer and Minister for Financial Services

Sessions

Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Born in Brindisi, Italy, Daniel was a young child when he moved with his family to Australia. He grew up in Canberra and completed his first degrees – arts and law – at the ANU. He then completed a Master of Economics (University of Sydney) and a PhD in economics from Yale.

He lectured at Monash University, was an economic adviser in the Gillard government and was a Victorian MP from 2014 to 2018. As Parliamentary Secretary to the Treasurer of Victoria, Daniel helped deliver major infrastructure projects and developed innovative financing structures for community projects.

In 2018 he was preselected for the new federal seat of Fraser and became its first MP at the 2019 election, re-elected in 2022 and 2025. From 2022 to 2025, Daniel was chair of the House of Representatives’ Standing Economics Committee in which he chaired inquiries; economic dynamism, competition and business formation and insurers’ responses to 2022 major floods claims.

In 2025, he became the Assistant Treasurer and Minister for Financial Services.

In August 2022, Daniel published ‘Safety Net: The Future of Welfare in Australia’, which aims to explore the ways in which an insurance approach can improve the effectiveness of government service delivery.