The 5th Women in Banking and Financial Services ... - Liquid Learning

The 5th Women in Banking and Financial Services Leadership Summit 2017 Perspectives on the optimal balance of soft and technical skills required for leadership excellence in a Banking and Financial Services environment

FEATURED SPEAKERS

Jennifer Lang Chief Financial Officer and Chief Actuary, CommInsure Commonwealth Bank Natasha Fenech Chief Executive Officer SuperConcepts (an AMP owned entity) Rebecca Stephens Executive General Manager Chief Data Office & Labs Suncorp Group Honor McFadyen Managing Director ICG, Sovereign and Real Rates Deutsche Bank Julie Coates National Managing Partner for Client Priorities and Segments in Australia, and Financial Services Leader PwC Australia Jo Kearney Chief of Corporate Affairs & Community CUA - Credit Union Australia Limited Michelle Tierney General Manager Business Development & Strategy - Global Institutional Bank National Australia Bank Leanne Stagnitta General Manager, Customer Intelligence Allianz Australia Limited Anne Anderson Managing Director, Head of Fixed Income Australia UBS Asset Management Caterina Spiteri Executive Director, Global Head of FM Corporate Sales Westpac David Goodman Executive Director, Head of Macro Strategy Westpac Adrienne Smith General Manager Third Party Distribution Bank of Queensland Anna Corr Executive Director, Head of Research & Analysis, Australia ANZ Sarah Burley Head of Group Strategy & Performance Australian Super Eleanor Debelle Head of Business Operations & Risk Assurance Group Investments - QBE Insurance Group Limited Karen O’Sullivan Chief Operating Officer - Equity Research Credit Suisse Jo McConnell Chief People Officer Latitude Financial Services Kim Hughes Head of Group Product QSuper Group Joanne Thrift Chief Marketing Officer Pepper Financial Services Group Jo Tornatore-Gallo Managing Director, Head Operational Risk, Controls and Governance (ORC&G) , Asia Pacific, & CAO Australia RBC Capital Markets Susan Rallings Senior Vice President Morgan Stanley Wealth Management Siobhan Blewitt Executive Director, Financial Advisor Morgan Stanley Wealth Management Renae Cooper Partner PwC Australia

2017 Theme: ‘Stepping Up’ Pre-Summit Workshop 20 February 2017 Summit 21 & 22 February 2017 Post-Summit Workshop 23 February 2017 Primus Hotel Sydney Career journeys and personal experiences from successful leaders to spark inspiration and motivation Practical tools and techniques to harness your career potential Uncovering innovative approaches to leadership Overcoming challenges and turning them into opportunities

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Pre-Summit Workshop 20 February 2017 9.00 - 4.30

Developing your personal leadership style and resourcefulness It has been established that there is no one-size-fits-all mould for a successful leadership style. The key for Women in the Banking and Financial services industry is to develop an effective leadership and communication style which is congruent with their own values and personality. Regardless of women’s current position, organisation and goals, it’s vital they expand their current leadership repertoire and discover the characteristics of successful leadership that will stretch them, inspire others and allow them to reach their career aspirations. This interactive workshop is designed to allow each participant to explore how they lead at their very best. What personality traits do you bring to your leadership style? How can you harness this further so that you lead with passion, authenticity and purpose? And how to improve your self-awareness around staying resourceful and resilient in challenging times and with tricky people. This workshop will also introduce communication skills around giving feedback and helping women leaders to have difficult conversations in a productive way including performance conversations with team members, crucial conversations with colleagues, stakeholders and line managers. The experiential-style sessions will provide opportunities for self-reflection as well as practicing tools in pairs and small groups. Explore your unique leadership style • Discover how your personality flavours your true leadership style • How to leverage this further so you inspire and influence • Identify why certain challenges, people and events trigger your personality – and how that impacts your leadership Managing mindset • Looking at new ways to manage your state: deepen self-awareness and emotional intelligence • Leading from your best self and not cascading down to your less resourceful behaviors • How to stay calm and resourceful in interpersonal situations Communication and influence • Communicating effectively when others are under stress • Reflect on your own listening skills level • Identifying listening skills and exploring other points of view Giving feedback • Position and communicate difficult messages in a clear and clean way • Give feedback and challenge using facts and not beliefs • Develop new strategies to communicate with “challenging” individuals

Expert Facilitator: Jacqui Pollock Founder and Director Harness your aha! Jacqui is an inspiring and experienced Facilitator and Executive Coach. She has over twenty five years of marketing, HR and management experience gained in Australian and overseas businesses. She is a skilled facilitator, published author and coaching partner to many senior leaders in Australian industry. Jacqui is a presenter and workshop facilitator for Leadership Development : she travels across three states, New Zealand and parts of Middle East and Asia to deliver workshops. Jacqui is enthusiastic about all personality development work and believes that self-awareness is the key to making new choices about how you lead your life and business. Her passion is to inspire leaders to discover the very best within themselves so that they can bring out the very best in others. Jacqui has helped many corporate clients take a profound leap in their leadership by developing personal leadership competencies. Jacqui is energetic, committed and creatively challenging with her clients, and is highly regarded for expanding their emotional intelligence. She works with diverse groups from graduate to board level. Her experience covers a wide range of sectors including: FMCG, education, government, legal, Not For Profit organisations, HR, customer service, production, retail, marketing, advertising, sales and operations. Jacqui coaches senior leaders and facilitates inspirational workshops within some of Australia’s top 50 companies and global organisations on subjects including: resilience and resourcefulness, authentic leadership, influencing others, crucial conversations, coaching skills, helping teams set vision and find their why/purpose. Jacqui gained her management and leadership experience across a range of service industries including advertising, marketing, HR and recruitment. She worked at Associate Board Director level for leading marketing agencies in London. Before setting up her own coaching business, Jacqui was Managing Director of Stopgap Australia; a specialist marketing and advertising recruitment company. Jacqui has qualifications and experience using sophisticated diagnostic tools that support transformational leadership shifts. She is professionally qualified through ICF accredited trainers; she’s a qualified practitioner of Neuro Linguistic Programming (NLP) and a certified Enneagram coach. Jacqui is also a certified Family Coach providing support to families around the parent/teen relationship and works in schools across NSW. jacqui is co-author of a recently published book about the Enneagram “Knowing Me Knowing Them” which explores how personality impacts parenting style. Jacqui has over 1000 coaching hours. She is a British and Australian citizen and lives in Sydney with her family.

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Developing your authentic leadership style

Day One

21 February 2017

and that is leading to an increasingly globalised marketplace for the sector. An opportunity therefore exists to align the need for greater international mobility with gender diversity. With women making up only 20% of the internationally mobile population across all sectors, creating a more inclusive approach to the selection and management of international assignments will provide a much needed boost to this talent availability. Julie will consider this and share her own personal journey in her numerous leadership roles at PwC, and will also: • Explore why mobility matters • Techniques and tips to overcome the barriers to women on international assignments • Strategies on setting the tone from the top

2017 Theme: ‘Stepping Up’ How did you take your career to the next level? What were the skills you needed to get there? We are asking speakers to reflect on how they have managed various transitions and challenges throughout their careers in order to give advice to women aspiring to take their leadership to new heights. 8.30 - 8.55 8.55 - 9.00 9.00 - 9.40

Registration and Morning Coffee Official Welcome and Opening Remarks from the Chair OPENING KEYNOTE CASE STUDY Building your personal brand in a digital age

In today’s society, there are an expanding number of ways to build your presence in your industry, and establish your voice. Whether you are a millennial new to the workforce or a seasoned professional with years of experience under your belt, understanding and utilising different ways of communication and social media is essential for positive personal branding. In the digital age, you can build your brand in many different ways, and along the way, strengthen your communication skills. In this session, Jennifer will explore methods and strategies that she has found effective when enhancing her online presence. She will cover: • The values of social media • Getting started online • How social media can help your communication skill development

Jennifer Lang Chief Financial Officer and Chief Actuary, CommInsure Commonwealth Bank

Julie Coates National Managing Partner for Client Priorities and Segments in Australia, and Financial Services Leader PwC Australia 11.15 - 11.25 Questions and Discussion 11.25 - 11.55 CASE STUDY

Possibility mindsets - Impacting outcomes through innovative leadership In order to truly reach your leadership potential, creating a positive and proactive mindset is critical. Avoiding mental roadblocks and keeping focus on your goals will aid in reaching that next level of leadership. Rebecca will share her experiences throughout her career and share techniques to impact outcomes and truly position yourself to excel in stepping into your desired leadership position. She will discuss: • What possibility mindsets does for you • How to develop and maintain a positive outlook • Shaping your career path

Rebecca Stephens Executive General Manager Chief Data Office & Labs Suncorp Group 11.55 - 12.05 Questions and Discussion 12.05 - 12.25 EXPERT COMMENTARY

Take the bull by the horns - Effective conflict management

Questions and Discussion 9.50 - 10.20 CASE STUDY 9.40 - 9.50

Disagreements and conflict are an unavoidable part of any workplace environment. Not everyone will be on the same page, have the same goals and want the same things when working closely day after day. The way in which leaders handle this discrepancy and guide their team to achieve the desired end-result is reliant on how they themselves handle their own conflicts. Facing challenges head on and devising strategies to overcome obstacles makes for a proactive and helpful leader and mentor. Maria will cover: • Determining root causes of conflict • Avoiding avoidance • Turning conflict into opportunity

Seizing opportunities - Paving your leadership career pathway

Every leader has reached a point in their career when they are in need of a change. The ability to recognise these milestones and take the initiative to make an adjustment is essential when looking to propel your leadership journey. Playing to your strengths while also looking forward to new opportunities pioneers an evolving career path. Eleanor will discuss her own personal journey into a leadership role at QBE Insurance, and the initiatives she has made to take the next step into a senior-level role. She will explore: • How to know when you’re ready to take the next step in your career • Gaining the confidence to go after senior roles • Taking smart risks

Eleanor Debelle Head of Business Operations & Risk Assurance Group Investments - QBE Insurance Group Limited 10.20 - 10.30 Questions and Discussion 10.30 - 10.45 Morning Tea 10.45 - 11.15 CASE STUDY

Global mobility - Step up and take that opportunity!

There has never been a better time to be a female working in Financial Services. The industry is prime for disruption,

PLUS TWO WORKSHOPS! Plus Two Separately Bookable Full-Day Workshops on 20 & 23 February 2017

Maria Newport Managing Principal – Workplace Mediator, Consultant & Coach Newport O’Connor – Organisational Development & Workplace Mediation 12.25 - 12.35 Questions and Discussion 12.35 - 1.35 Networking Lunch 1.25 - 2.25

INTERACTIVE PANEL DISCUSSION

Leading with resilience and driving organisational change

In order to cultivate a truly connected workplace, leading with resilience and pioneering a conducive environment for change is essential. The ability to align your organisation’s values with your overall leadership objectives is key when looking to take your team’s productivity to the next level. In this interactive panel discussion, leaders in the banking and financial services industry will reflect on past experiences and

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discuss techniques and strategies on how to truly take control of your leadership potential. They will explore: • Making a name for yourself • Taking smart risks • Understanding your team needs and how to accommodate to them

Caterina Spiteri Executive Director, Global Head of FM Corporate Sales Westpac Leanne Stagnitta General Manager, Customer Intelligence Allianz Australia Limited Adrienne Smith General Manager Third Party Distribution Bank of Queensland Jo McConnell Chief People Officer Latitude Financial Services Anna Corr Executive Director, Head of Research & Analysis, Australia ANZ Joanne Thrift Chief Marketing Officer Pepper Financial Services Group Susan Rallings Senior Vice President Morgan Stanley 2.25 - 3.05

“What are you going to do about it?” – Proactive leadership

Kim Hughes Head of Group Product QSuper Group 3.15 - 3.30 3.30 - 4.10

Questions and Discussion Afternoon Tea EXPERT COMMENTARY

Competitive intelligence - Developing better strategies as a leader

In order to make better decisions and minimise risk, it is critical to understand the competitive environment in which you operate and recognise the role your thinking plays in decision making. Competitive intelligence is a tool that enables executives, no matter where they are in the organisation, to improve the quality of decision making and minimise risk. In this session, Babette will address techniques on how to change your thinking to become a better leader, and provide advanced methods of improving strategies to achieve overall leadership success. She will discuss: • The art of informed decision-making • How to recognise competitive trends • Improving your leadership approach

Babette Bensoussan CI + Strategy Maverick, Business Coach MindShifts Group 4.10 - 4.20 4.20 - 4.30 4.30 - 5.30

8.30 - 8.55 8.55 - 9.00 9.00 - 9.40

Questions and Discussion Concluding Remarks from the Chair Networking Reception

Morning Coffee Opening Remarks from the Chair OPENING CASE STUDY

The journey to C-level - Creating opportunities to achieve career goals

Everyone has their own personal career goals, whether that be to develop new programs or reach a higher level in an organisation. Regardless, it is essential to enhance and maintain a certain set of skills that will help to enable this advancement. The need for a helpful mentor, working for an organisation that supports and encourages gender equality, and overcoming difficult challenges are all important facets that help build a successful leader. In this session, Jo will reflect on her journey to become the Chief of Corporate Affairs & Community for Credit Union Australia, exploring alongside valuable tips and advice on how to open that door to the ‘C-suite’. She will cover: • Managing challenges and overcoming obstacles • Enablers to a successful career path • Presenting yourself for opportunities

Jo Kearney Chief of Corporate Affairs & Community CUA - Credit Union Australia Limited

CASE STUDY

Life throws challenges, obstacles and speed bumps at us from every corner. We can either play the victim or deliberately and positively take responsibility and do something about it. How we choose to respond will result in any number of outcomes from remaining stuck on the challenge in a negative spiral, to changing our course and thereby empowering ourselves and also those around us. Kim will reflect on over 20 years of experience within financial services and discuss strategies and techniques on how to turn negative situations into positive life lessons. She will explore: • Remaining positive amongst negative situations • Seeing the good when experiencing the bad • Proactively stepping up 3.05 - 3.15

Day Two 22 February 2017

9.40 - 9.50

Questions and Discussion

9.50 - 10.30 CASE STUDY

Playing to your strengths can lead to new opportunities

Identifying and understanding what makes you a strong team member is extremely helpful when looking to take that next step in your career. Utilising your skills and drawing on your expertise will ensure that your worth is recognised and valued while also positioning you at the forefront for a rewarding career. Sarah will discuss how she has made use of her strengths to move across disciplines and embrace leadership opportunities. She will cover: • Understanding the power of your strengths • Gaining the courage to go after opportunities • Focusing on your goals

Sarah Burley Head of Group Strategy & Performance Australian Super 10.30 - 10.40 Questions and Discussion 10.40 - 10.55 Morning Tea 10.55 - 11.35 CASE STUDY

Staying true to yourself - Being authentic and effective as a leader, using your intuition more

When you are looking to enhance your own personal leadership style, it is essential to evaluate your drivers and values and be aware of your unique foundations, to become more effective as a leader. Whether it is soft or hard skills, the ability to recognise where you excel and what you enjoy most, allows you to be more authentic and to strike a more holistic work-life balance. Likewise, the ability to remain authentic to who you are as a person is invaluable when advancing the corporate ladder. Claudia will share her international experience in transforming leadership capabilities. She will explore: • How to recognise and use your intuition more • Being aware of your values and what drives you • Remaining authentic and staying true to yourself

Claudia Lantos Executive Coach & Leadership Development Consultant Lantos Coaching & Consultancy

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Receive up to $300 off registration if you register and pay by 15 December 2016

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Paving the pathway for success 11.35 - 11.45 Questions and Discussion

2.25 - 3.05

11.45 - 12.25 CASE STUDY

Climbing the corporate ladder

Natasha Fenech Chief Executive Officer SuperConcepts (an AMP owned entity)

David Bickett Principal Leadership and Team Coach Mind Fusion

12.25 - 12.35 Questions and Discussion 12.35 - 1.35 Networking Lunch

INTERACTIVE PANEL DISCUSSION

Overcoming unconscious bias - Leading with diversity

The concept that diversity in the workforce is good for business is nothing new, however actually achieving this notion is sometimes not as simple. Although organisations strive to integrate a diverse and equal workplace culture, additional actions must be implemented and recognised in order to actually attain this balance. Instead of focusing on awareness alone, it is important to shift efforts toward exposing widespread bias within the workplace, and developing constructive strategies to address them. In this panel discussion, speakers will highlight personal experiences with unconscious bias, and explore effective ways to overcome this barrier. Discuss: • Experiences dealing with unconscious bias • The impact of discrimination • The benefits of diversity

David Goodman Executive Director, Head of Macro Strategy Westpac Karen O’Sullivan Chief Operating Officer - Equity Research Credit Suisse Honor McFadyen Managing Director ICG, Sovereign and Real Rates Deutsche Bank Anne Anderson Managing Director, Head of Fixed Income Australia UBS Asset Management Michelle Tierney General Manager Business Development & Strategy - Global Institutional Bank National Australia Bank Siobhan Blewitt Executive Director, Financial Advisor Morgan Stanley Wealth Management Jo Tornatore-Gallo Managing Director, Head Operational Risk, Controls and Governance (ORC&G), Asia Pacific, & CAO Australia RBC Capital Markets

FACULTY OF EXPERTS

In pursuit of effective innovation strategy and leadership

When looking to pioneer a productive and proactive workplace culture, innovation strategy leadership is one of the fundamental building blocks. An innovative leader does not need to be the person who creates the idea behind a concept, but rather the one who executes the path that leads to that idea becoming a reality. The ability to carve out this strategy and ensure that the proper tools and skillsets are provided to enable successful adoption of specific policies and procedures will result in a dynamic and all around proficient workplace. David will discuss: • How leaders can plan for innovation leadership • The current pitfalls of innovation strategy development and execution • Managing existing concepts and competing ideas • What it truly means to be innovative

At the beginning of your career journey, making it to a senior-level management position may seem like a far-off and daunting task. Natasha will reflect on her own personal experiences, from moving from an Actuarial Officer at SGIC Insurance to her current position Chief Executive Officer at SuperConcepts. She will discuss the challenges she has overcome and the recommendations she would give aspiring and emerging professionals. Discuss: • Practical skills necessary to move up within an organisation • Transitioning between roles • Obstacles and lessons learned

1.35 - 2.25

EXPERT COMMENTARY

3.05 - 3.15

Questions and Discussion

3.15 - 3.30

Afternoon Tea

3.30 - 4.30

INTERACTIVE CLOSING ROUNDTABLE

Looking to the future for women in leadership within the Banking and Financial Services industry

When looking to advance one’s leadership journey, it is important to reflect on past experiences, challenges and successes in order to gain a focused outlook on where you want to go with your career. This interactive roundtable will discuss the strategies, concepts and techniques explored at the Summit, and how to constructively apply them to your current position in order to achieve your long-term goals. Explore: • Takeaway lessons for practical application when back in the office • Reflections on the pathway to senior executive leadership • Overcoming obstacles and stepping up into your leadership potential

Amy Stewart Leadership and Organisational Development Specialist Amy Stewart consultant 4.30

Concluding Remarks from the Chair and Summit Close

WHO WILL ATTEND Executives, managers and emerging leaders in a range of roles across the Banking and Financial Services sector including: • Credit Unions / • Mortgage Market • Banks Building Societies • Capital Markets • Superannuation / Financial Planning • Insurance

• Wealth Management • Funds Management / Investment • Consulting

Maria Newport Managing Principal Workplace Mediator,Consultant & Coach Newport O’Connor Organisational Development & Workplace Mediation

Amy Stewart Leadership and Organisational Development Specialist Amy V Stewart consultant

Claudia Lantos Executive Coach & Leadership Development Consultant Lantos Coaching & Consultancy

David Bickett Principal Leadership and Team Coach Mind Fusion

Jacqui Pollock Founder and Director Harness your aha!

Babette Bensoussan CI + Strategy Maverick,Business Coach MindShifts Group

Phone: +61 2 8239 9711 www.liquidlearning.com

Post-Summit Workshop 23 February 2017 9.00 - 4.30

Leading with Emotional Intelligence – Engaging your team through innovative thinking and techniques To be an effective executive-level leader in the Banking and Financial Services industry, you must exhibit certain traits and skills to engage and lead your team with resilience and self-confidence. The ability to understand Emotional Intelligence, recognise its significance and hone those skills to connect with your staff is crucial when looking to take that next leadership step. Through Emotional Intelligence, leaders can communicate efficiently as well as instill a productive organisational culture, thereby pioneering productive change. Understanding the principals of Emotional Intelligence allows for you to consider your perception of others. When you understand how they feel, this allows you to manage relationships more effectively and results in the desired change your organisation is looking for. Developing this skill is vital for up and coming leaders to step into their career potential and truly demonstrate the traits of a successful mentor and boss. Amy will cover the foundation of Emotional Intelligence, and delve into the techniques and skills required to improve upon managing your team in the most productive and effective way possible. This full day interactive workshop with map out the critical tools and strategies required to build strong communication skills in the workplace by understanding emotions and recognising how they can be used to effectively lead your team and drive organisational change.

Introduction to Emotional Intelligence • What is emotional intelligence? • The science of emotions • Building your own emotional intelligence Emotionally Intelligent Leadership • Emotional intelligence and employee engagement • How to manage interactions using emotional intelligence • How to apply emotional intelligence across facets of leadership Communicating Authentically • Building confidence in essential communication skills • Letting go of your limitations and building courage • How to have honest conversations Supporting yourself and others through change • Exploring your resilience and the resilience of others • Navigating and communicating through change • Using change to grow and develop

Expert Facilitator: Amy Stewart Leadership and Organisational Development Specialist Amy V Stewart consultant Holding over sixteen years of expertise across learning, leadership and organisational development, Amy‘s underlying belief is that individuals should embrace every opportunity to explore what they are truly capable of. Impassioned by building core and leadership capability, Amy has successfully designed, developed and implemented hundreds of right fit learning and leadership development solutions across the financial services sector, vocational education and training sector and within the tourism and recreation industry. Amy’s methodology has always ensured alignment with organisational strategy, as well as the desired cultures and behaviours. Known for her dynamic facilitation and presentation skills, Amy carries the enviable ability to connect with and motivate groups of all sizes and all levels of leadership. This energy for working with people further extends to driving and enabling effective communication amongst individuals, teams and business functions. Passionate about the quality coaching of others, her coaching has been described as transformational, and she thus brings a wealth of expertise in this area. In more recent times, Amy has been instrumental in driving cultural change across core business areas. Such work has involved developing culture strategies, leading cultural working groups, building core and leadership capabilities, and working closely with senior leadership teams to ensure successful implementation. Amy has built her career working with some of the best… IAG (Insurance Australia Group); ANZ; Avis and Budget Rent a Car; Contiki Holidays, and Bridgeclimb. Amy holds a Bachelor of Commerce; post-graduate qualifications in Vocational Education and Training; a Certificate IV in Training & Assessment and is currently completing a Diploma in Leadership & Management. She is certified in GENOS Emotional Intelligence and is an LSI Practitioner (Human Synergistics).

ABOUT THE EVENT When looking to develop and enhance one’s leadership capabilities, there are a multitude of skillsets and techniques to explore and improve upon. Whether it be refining communication styles, adapting to the ever-changing industry demands, or learning how to better manage challenging obstacles, there is no denying the magnitude of opportunities available to us as professionals. Both these “soft” and “hard” skillsets are relevant to professionals within the Banking and Financial Services industry, and having a well-rounded understanding and grasp of these concepts is vital. Recognising one’s areas for improvement, while also building upon established strong suites is critical when hoping to advance as a leader and ultimately move up the corporate ladder. This two-day Summit will explore the traits that define a leader, ways to identify and develop areas of improvement, and hear from successful professionals to gain a sense of inspiration and motivation. The 5th Women in Banking and Financial Services Leadership Summit 2017 brings together leading professionals from the top Banking and Financial Services organisations in the country. Through engaging case studies, expert commentaries and interactive panel discussions, attendees will be exposed to inspirational stories and practical sessions to unleash their leadership potential.

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Primus Hotel Sydney 339 Pitt St, Sydney, NSW, 2000 Ph: +61 2 8027 8000

The 5th Women in Banking and Financial Services Leadership Summit 2017 20, 21, 22 & 23 February 2017

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