ASFA VIC State Forum program
Time
Session
Speakers & Chairs
9:30am
Welcome and opening remarks
Jonathan Steffanoni, Managing Partner, Legal & Prudential
9:40am
Session 1
CEO update
Mary Delahunty, Chief Executive Officer, ASFA
10:00am
Session 2
Rethinking Retirement: Beyond the Financial Horizon
In an era where retirement is more than just financial planning, this session, led by renowned author and expert Bec Wilson, explores the multifaceted nature of preparing for retirement. Through a blend of insightful discussions and actionable strategies, attendees will gain a holistic understanding of retirement planning, extending beyond the traditional financial focus to include wellness, lifestyle, and personal fulfillment.
Bec Wilson, Author of ‘How to have an Epic Retirement’
Chair
Craig Cummins, Partner – Financial Services, Asset & Wealth Management Leader, and Superannuation Leader, PwC Australia
10:50am
Morning Tea
11:20am
Session 3
Super AI
Dr Kollo explores the necessity of using Generative AI in the growing super industry for member engagement, support and education. While the need for scalable and personal engagement is clearly present and rising, Generative AI adoption faces a number of significant challenges: both from within super funds and on the regulatory front. Michael will carefully explore the capabilities of these technologies given recent releases, as well as the unique features of the super industry and its members.
Michael Kollo, Chief Executive Officer, evolved.ai
Chair
Mark Stephens, Director – Account Management, S&P Global Market Intelligence
12:10pm
Session 4
Cyber Resilience from All Angles
Dr. Derek Bopping from the Australian Signals Directorate (ASD) will share his deep insights into emerging trends in the cyber threat environment and the role ASD and government plays supporting the financial services sector, including superannuation, when it seeks assistance and advice about managing cyber threats. Liberty Mudzamba from Marsh Cyber Advisory, Pacific will discuss the challenges faced by superannuation trustees in responding to cyber incidents and share pragmatic steps for preparing for such incidents, considering financial impacts, reputational damage, regulatory requirements, and insurance considerations.
Dr. Derek Bopping, Head, Melbourne State Office, Australian Signals Directorate
Liberty Mudzamba, Principal Cyber Risk Consulting, Marsh Cyber Advisory, Pacific
Chair
Jonathan Steffanoni, Managing Partner, Legal & Prudential
1:00pm
Lunch
2:00pm
Lightning Talk
Talent Quest
Sophie Bowen-James, Analyst at Novigi, is a young professional building a career in superannuation. An unexpected series of events led her from a career in construction project management to one at the intersection of super and technology. Now a few years on, Sophie has some insights into why a career in superannuation is something that more young people should be considering, and some ideas about how to make it more appealing.
Sophie Bowen-James, Analyst, Novigi
2:10pm
Session 5
Unveiling the Art and Science of Superannuation Marketing
In the rapidly evolving world of superannuation, marketing plays a pivotal role in shaping the decisions and financial well-being of members. This panel discussion aims to unravel the complexities and uncover the truths behind effective and accountable superannuation marketing strategies.
Don O’Sullivan, Professor of Marketing, Melbourne Business School
Ken Roberts, Executive Chairman and Founder, Forethought Research
Jo Reilly, Head of Member Growth & Marketing, AustralianSuper
Shae Keenan, Chief Marketing Officer, Visit Victoria
Chair
Russel Howcroft, co-host of Breakfast radio on 3AW, and panel member of The Gruen on ABC TV
3:00pm
Session 6
The Emerging Role of Superannuation Trustees as Providers of Financial Advice
The role of advice in superannuation looks set for a fundamental shift. The Quality of Advice Review recommendations would see a new class of advice where licensees will have sole responsibility to meet the Best Financial Interests Duty for individual members. What might this change mean in practice?
Sarah Abood, Chief Executive Officer, Financial Advice Association Australia (FAAA)
Anne Fuchs, Executive General Manager, Advice, Guidance and Education, Australian Retirement Trust
Peter Hogg, General Manager, Guidance and Advice, Aware Super
Chair
Joshua van Gestel, Senior Manager, Education Delivery, Australian Retirement Trust
3:40pm
Afternoon tea
4:10pm
Session 7
Kicking Goals for Change
Alicia Eva is an Australian rules footballer and Captain of the Greater Western Sydney (GWS) Giants in the AFL Women’s (AFLW), as well as the development coach in the GWS men’s program. The only current player navigating a dual playing and coaching role, Alicia has some unique and invaluable leadership insights to share. As a dedicated mental health advocate, she is passionate about the role sport can play in the health and wellbeing of society, and as a vehicle for change in violence against women. Her presentation will be followed by a fireside chat and Q&A with ASFA CEO Mary Delahunty.
Alicia Eva, Captain, GWS Giants (AFLW)
Chair
Mary Delahunty, Chief Executive Officer, ASFA
4:50pm
Event closing remarks
Jonathan Steffanoni, Managing Partner, Legal & Prudential
4:55pm
Networking
6:00pm
Event concludes
