Events

ASFA Spotlight on Insurance

ASFA Spotlight on Risk & Compliance

Melbourne: Thursday 27 May 2021, 12.00pm – 5.00pm AEST

Melbourne registration » Online registration »


Info

Managing risk today is one of the most significant aspects of running any business. The need to anticipate failures and unfortunate events, and to plan an appropriate response, has never been more important.

This year’s Spotlight on Risk and Compliance in Super event will bring you practical sessions to help you anticipate the risk and compliance challenges that face our industry. 

Session highlights include:

  • Conduct and culture – what does good look like?  
  • Managing ESG risk to achieve the best long-term returns for members 
  • Design and Distribution Obligations (DDO)
  • Internal Dispute Resolution (IDR)
  • Streamlined Tax Assurance Review – STAR
  • Hearing from regulators across the program.

This is an opportunity to gain insights from experts across a range of organisations and ask any questions.

Face-to-face in Melbourne and online.

Speaker details

Online | Melbourne

Suzanne Smith

Suzanne Smith
Executive Director, Superannuation Division, Australian Prudential Regulation Authority, APRA

Suzanne Smith is the Executive Director for the Superannuation Division of APRA. The Superannuation Division is responsible for the prudential supervision of superannuation funds licensed under the Superannuation Industry (Superannuation) Act 1993. Since joining APRA in March 2019 Ms Smith has served as the Executive General Manager for the Specialised Institutions Division and as the General Manager for Superannuation.

Prior to joining APRA, Ms Smith’s career included senior roles across the superannuation and financial services industry in areas including life insurance, funds management, asset servicing, alternative investments and property.

Immediately prior to joining APRA, Ms Smith held the role of Chief Customer Officer Group Insurance at MLC Life Insurance where she led a team responsible for the end to end Group Insurance business. She has also held a number of senior roles within NAB, including acting as a director and Chairman of a NAB Subsidiary Board from 2011 to 2015.

Ms Smith holds a Bachelor of Business with distinction (Property), a Masters of Applied Finance, and is a Graduate of the Australian Institute of Company Directors.

Paul Curtin

Paul Curtin
Chief Financial Officer, Telstra Super

Paul Curtin is the Chief Financial Officer with Telstra Super. He joined Telstra Super in 2013 which is Australia’s largest corporate super fund with around 100,000 members and assets of more than $20 billion.

Prior to joining Telstra Super, Paul has an extensive career in financial services working at organisations including Vision Super and KPMG, primarily in roles focussing on finance, investments and pensions. He has been a Director and Chair of a number of investment vehicles, financial planning companies and charities – focussing on risk, governance and financial matters.

Meg Fricke

Meg Fricke
Partner, Climate Change and Sustainability Services, EY

Meg is a Partner with EY’s Climate Change and Sustainability Services team in Melbourne with over 17 years’ experience leading ESG services for listed entities as well as advice on responsible investment for asset owners and managers.  Meg spent 3 years working in Canada and the US where she was the western Canada Market Leader for sustainability services.  Prior to joining Ernst & Young, Meg worked as a research analyst in an economic consulting firm. 

Meg leads Oceania’s sustainability services in which she focuses on and ESG policy development, risk assessment, strategy development, stakeholder engagement, measurement and reporting and assurance services. Meg has a detailed understanding and experience of ESG standards for reporting and implementation including UNSDGs, GRI, UNPRI, IIRC , ASX CGPR and various GHG standards including TCFD. Meg engages with regulatory agencies and standards bodies and is a guest lecturer in Sustainability at The University of Melbourne and Monash University.

Sarah Edmondson

Sarah Edmondson
Senior Executive Leader, Strategy, ASIC

Sarah is a Senior Executive Leader in ASIC’s Strategy Group.  Her team focuses on improving consumer outcomes in the financial system including applying behavioural sciences to ASIC’s regulatory work.  Sarah has led ASIC’s work in relation to the establishment of AFCA, the introduction of new IDR requirements and standards in RG 271 and more recently consultation on consumer remediation.

Pam McAlister

Pam McAlister
Principal, FM Super Resolutions

Pam has recently teamed up with Jocelyn Furlan to launch FM Super Resolutions, a service focussed on assisting superannuation funds achieve best practice in complaints resolution. She is an experienced financial services lawyer and governance specialist, with particular expertise in superannuation law and practice, trust law, regulation and dispute resolution.

Pam is also an AFCA Panel Member and a Part time Member of the Superannuation Complaints Tribunal (SCT), pending the transfer of residual jurisdiction to AFCA. She was previously the inaugural Superannuation Ombudsman for AFCA and helped to develop its superannuation jurisdiction as a successor to the SCT. She has worked in private practice as a lawyer, as a senior executive with ASIC and as general counsel with a financial services organisation. She has been a trustee director of three superannuation funds (including as Chair) and a member of the SCT’s advisory board.

Pam has also chaired the Superannuation Committee of the Law Council of Australia, been general editor of the Australian Superannuation Law Bulletin and lectured in superannuation, trusts and administrative law for several tertiary institutions.

Tim Jenkins

Tim Jenkins
Partner, Institutional Wealth, Mercer

Tim Jenkins is an experienced superannuation professional, having held senior positions with Mercer, NAB and Rice Warner over a 30-year career.

Tim is a Fellow of the Institute of Actuaries of Australia and has worked predominantly in Australia, but also in New Zealand, Asia and the UK. He specialises in providing advice to superannuation fund trustees and sponsoring employers.

Tim has extensive leadership experience, and led Mercer’s global defined contribution consulting, Asia-Pacific Retirement consulting and Asia investment consulting businesses. He was also Managing Director for Mercer New Zealand, during which period Mercer was selected as a default KiwiSaver provider. Tim moved to NAB and led the integration of the Plum Super and MLC MasterKey Business Super product teams, before becoming responsible for NAB’s insurance in super offerings following the sale of MLC Life Insurance. He then moved to Rice Warner where he was Executive General Manager Superannuation and led Rice Warner’s superannuation consulting team. Tim rejoined Mercer in 2019 and is a Partner leading Mercer’s actuarial superannuation advisory consulting services.

Tim is the Convenor of the Actuaries Institute’s Superannuation Practice Committee and is a member of the ASFA SuperFunds editorial committee.

Partnered by

Mercer

 

Melbourne

Thursday 27 May 2021
Registration: 12.00pm 
Event start: 12.30pm
Networking: 5.00pm 
Event concludes: 5.30pm 
A light lunch on arrival and afternoon tea provided 

Venue 

Mercer Australia
Level 15
Collins Square, Tower One, 727 Collins St
Melbourne

Price (inc GST)
Member: $495
Non-member $644

Group Pricing

Member group of 5: $446pp 

Non-member group of 5: $580pp 

Online

Thursday 27 May 2021
Registration: 12.00pm 
Event start: 12.30pm
Event concludes: 5.00pm 

Price (inc GST)
Member: $375
Non-member $480

Melbourne registration »

Online registration »

CPD Points

This event qualifies for 4 Continuing Professional Development (CPD) points for members of ASFA’s Professional Accreditation Program.

Enquiries

For all enquiries, contact ASFA Events.

Sign-up for ASFA newsletters through the My e-comms section of your ASFA Account. If you don’t have an ASFA account, you can create one here.