The Women in Insurance and Wealth Management Leadership ...

The Women in Insurance and Wealth Management Leadership Summit 2017 Inspire, mobilise and achieve - Grow your leadership potential and stand out in the competitive financial services sector

FEATURED SPEAKERS Ana-Marie Lockyer General Manager, Wealth Products ANZ New Zealand Nick Astwick Chief Executive Officer Southern Cross Health Society Jane Brewer Executive Manager, Insurance Platforms New Zealand Suncorp Group

2017 Theme: ‘Advice to my Younger Self’ Pre-Summit Workshop 28 August 2017

Graeme Edwards Executive General Manager AIA New Zealand

Summit 29 & 30 August 2017

Helen McDowall General Manager, Customer Services AMP Services New Zealand

Crowne Plaza, Auckland

Tanya Clews General Manager, Claims and Partnerships Ando Insurance

Inspirational stories insights from successful leaders

Cheryl Stuart Head of Product and Facilities Crombie Lockwood Katie Christoffersen Head of Private Wealth Management, Consumer Bank and Wealth Westpac New Zealand Limited Ian Pollard Managing Director Delta Insurance

Develop self-awareness to discover your authentic leadership brand Embrace career challenges and develop resilience

Anna Schubert Head of Retail Sovereign

Strategies to engage teams and create a high-performance culture

Jasmine Christie General Manager Aon Benfield New Zealand

EARLY BIRD DISCOUNTS

Michael Bartram Chief Actuary OnePath Life (NZ) Donna Nicolof Head of Wealth and Private Bank Bank of New Zealand Larissa Vaughan Head of Legal, Wealth and Digital Legal Lead Kiwibank Jo Hutchinson Founder Great Spirit NZ Ltd Rebecca Russell Principal Consultant Diffusion Consultancy Limited Debra Chantry Leadership Coach DebraChantry.com Janet Tuck Career Specialist and Director Career Clinic

Book & Pay by 31 May 2017 to receive an additional Value Plus Discount!

Phone: +64 9 927 1500 www.liquidlearning.com Booking Code - SM

Pre-Summit Workshop 28 August 2017 9.00 - 4.30

Design your leadership brand - Get noticed for the leader you are As the need for authenticity in leadership grows, having a leadership brand that distinctly conveys your identity and the value you offer, could help position you for promotion. Technical skills and experience will set up you for success, but learning to craft and project your leadership brand, will give you the edge to take your next step in your career. Aligning both your personal and professional communication styles will allow you to attain the leadership position you want, not just the leadership position available in the organisation. This interactive workshop will help you form your personal leadership brand, drawing from your key strengths and therefore bringing focus to your career path, so you can easily select the tasks and projects that will help you to deliver that brand. You will leave with an understanding of your leadership purpose within your organisation, how to utilise social media and online tools in a unified communications strategy and how to transition from your current brand to your new brand. Maintaining a competitive edge as an emerging leader and be able to better engage with your employees and coworkers as a leader. Self-assessment - What is your purpose? • Define your personal and professional values • Leverage your strengths and develop healthy behaviour patterns • Find your leadership purpose Create your new personal, leadership brand • Design your leadership path - Strategy and brand statement • Draw inspiration from the leaders around you • Manage expectations, perceptions and reality Build online presence to maximise brand reach • Optimise your social media profiles for your new brand • Keep your brand aligned inside and outside the office • Navigate the political minefield of social media Bridge the gap between your new and current brand • Understand and present an authentic self • Incorporate the needs of your team into your leadership strategy • Develop your SMART program - Attainable goals for the future

Expert Facilitator: Jo Hutchinson Founder Great Spirit NZ Ltd I help people like you turn your leadership capability into positive, profitable and sustainable results. ”I believe people have a tremendous potential to create positive change in the workplace and in the world and I’m passionate about playing a part in helping people step up to lead authentically - with heart, head and integrity.” Jo Hutchinson From as long as I can remember, my passion has always been centred on growing and developing people. What lights my fire is the potential that we all have and it really is incredible to me as to what we could achieve if we were all living our purpose and fulfilling our potential (just imagine how different the world would be!). I’ve lived my purpose in many different roles and industries over the years and naturally I’ve grown as a person and as a leader along the way. I am gifted with understanding people and I see beyond fear and limitation to see the real spark or essence within someone. People say that I have an incredible ability to get to the heart of the matter and my job is simply to light that inner fire and help you see it, feel it and act on it. I wish there were words to describe the joy I feel when I see that spark igniting. Whether I am working as a Leadership Coach, Mentor or Facilitator, there is nothing more powerful than seeing an individual leader or a team excited, inspired and passionate about delivering real positive impact. I don’t know if I can help you, but I do know that if you are committed to change and growth and really stepping up to be authentic as a leader, then we’d definitely have a strong foundation to work together. Leadership of course is an inner journey and what you do ripples far and wide out into the world. “Individually we are one drop, TOGETHER we are an ocean.”

WORKSHOP SCHEDULE •

8.30 - 9.00

Registration

•

11.00 - 12.30

Session Two

•

3.00 - 3.20

Afternoon Tea

•

9.00 - 10.40

Session One

•

12.30 - 1.30

Lunch

•

3.20 - 4.30

Session Four

•

10.40 - 11.00

Morning Tea

•

1.30 - 3.00

Session Three

•

4.30

Close of Workshop

SPONSOR TODAY! Phone: +64 9 927 1500 www.liquidlearning.com

Limited sponsorship and exhibition opportunities available. For your chance to brand yourself as a market leader, please call: +64 9 927 1500 or email: [email protected]

Build a productive and innovative team in the evol

Day One

29 August 2017

11.45 - 12.20 EXPERT COMMENTARY

Build your leadership brand

You were born to stand out so why is that so many women shy away from leadership opportunities? The time has never been better to show how you can add value and really make a difference in the workplace. Learn how to build your leadership brand, how to overcome fears, and build a network to support you. Jo will show you how to build credibility, resilience and your reputation by embracing your personal leadership brand. • Redefine what you stand for • Present an authentic self for new opportunities • Manage expectations, perceptions and reality

2017 Theme: ‘Advice to my Younger Self’ What do you know now that you wish you had known then? This is the question we have posed to some of the most senior financial services leaders in New Zealand. These inspirational executives will reflect on their career journeys - the challenges they have faced, the opportunities they have seized and the lessons they have learnt, to impart advice to women aspiring to achieve professional and personal success and satisfaction. 8.30 - 8.55 8.55 - 9.00 9.00 - 9.35

Registration and Morning Coffee Official Welcome and Opening Remarks from the Chair OPENING KEYNOTE CASE STUDY Flexible communication is key

Communication is the underlying foundation of a functioning team. For leaders to manage expectations, handle conflicts, and be heard, having a flexible communication strategy is absolutely essential. Cheryl will discuss understanding behaviours and motivations, managing egos and authority and remaining agile with your communication style to tailor what you say to whom. • Build trust with your team members colleagues and partners • Develop persuasion and influencing techniques to ensure the right outcome • Convey vision and strategy clearly

Jo Hutchinson Founder Great Spirit NZ Ltd 12.20 - 12.35 Questions and Discussion 12.35 - 1.35 Networking Lunch 1.35 - 2.25

Questions and Discussion 9.50 - 10.25 CASE STUDY

Ana-Marie Lockyer General Manager, Wealth Products ANZ New Zealand Helen McDowall General Manager, Customer Services AMP Services New Zealand Ian Pollard Managing Director Delta Insurance Michael Bartram Chief Actuary OnePath Life (NZ) Anna Schubert Head of Retail Sovereign Larissa Vaughan Head of Legal, Wealth and Digital Legal Lead Kiwibank

9.35 - 9.50

Embrace an anti-bureaucratic attitude and create change Adopting common behaviours exhibited in a start-up company can help you to have your ideas heard and influence real change within the organisation. Having come from building his own business, Graeme has seen rapid progression within AIA Insurance and will offer advice on increasing flexibility within teams and selling your ideas to key stakeholders. • Take personal responsibility for results • Create a positive culture toward change • Negotiation skills and techniques

Graeme Edwards Executive General Manager AIA New Zealand 2.25 - 3.00

10.40 - 10.55 Morning Tea 10.55 - 11.30 CASE STUDY

Jasmine Christie General Manager Aon Benfield New Zealand 11.30 - 11.45 Questions and Discussion

PLUS WORKSHOP! Plus One Separately Bookable Full-Day Workshop on 28 August 2017

CASE STUDY

Strong support groups - No one becomes a leader alone Building strong support groups with other leaders can help you to make your way to a leadership position. This may be in the form of mentors, sponsors and allies all with the same aim, to help one another. Tanya will discuss how she built relationships to help her on her career journey as well as the importance of supporting those that follow. • Understanding the value of networking • Empower and encourage other women • Seek advice in overcoming barriers

Develop a desire to be challenged and the courage to work hard

In order to maximise your leadership potential, you must be willing to put yourself forward for opportunities. Each time you take on a new task or project it is an opportunity to grow new skills and gain experience outside of your dayto-day role responsibilities. In this session explore how to better understand your inherent capabilities and build your personal brand. • Why do you want to be a leader? • Taking risks and being brave • Strengths of reputation and networks

Maintain the balance between personal and professional goals

For those who seek out leadership positions, and want to put 100% into each development opportunity, balancing your personal life can be a challenge. This panel of industry leaders will discuss the challenge of getting the balance right, spreading yourself too thin and when to step back and put yourself first. • Set goals for your personal life • Prioritise tasks and establish boundaries • Advantages and disadvantages of new technology

Cheryl Stuart Head of Product and Facilities Crombie Lockwood

10.25 - 10.40 Questions and Discussion

INTERACTIVE PANEL DISCUSSION

Tanya Clews General Manager Claims and Partnerships Ando Insurance 3.00 - 3.15

Questions and Discussion

3.15 - 3.30

Afternoon Tea

VALUE PLUS DISCOUNT Receive up to $400 off registration if you register and pay by 31 May 2017

lving insurance industry 3.30 - 4.05

EXPERT COMMENTARY

Sustainable cultural change - Personally and professionally

In times of organisational restructure or acquisition, there is often a major culture change experienced. Many organisations spend significant amounts on change, so it is important that the change is embedded. This session will take you through creating a culture where the change is sustained, both personally and professionally. • Examine and provide solutions to the pain points of the change • Respond to and assist those undergoing change on the journey of transformation • Create an empowered culture and stop tolerating what is not working

Day Two 30 August 2017 8.30 - 8.55

Morning Coffee

8.55 - 9.00

Opening Remarks from the Chair

9.00 - 9.45

Every successful leader has had to overcome challenges on their career journey. However, each challenge can be an opportunity to step up and prove yourself. Donna believes that we often learn more from our mistakes than our successes, and will delve into how to use career obstacles to your advantage. • Embrace mistakes as opportunities to learn and develop • Maintain a positive attitude and improve resilience • Showcase your talents and skills in how you move forward

TBA 4.05 - 4.20


4.20 - 4.30

Concluding Remarks from the Chair

NETWORKING RECEPTION 4.30 - 5.30PM

OPENING CASE STUDY

Every challenge is a learning opportunity

Donna Nicolof Head of Wealth and Private Bank Bank of New Zealand 9.45 - 10.00 Questions and Discussion 10.00 - 10.45 CASE STUDY

From technical expert to leader

The transition into leadership can be difficult as it requires more than technical skills alone. You must develop abilities in superior communication, staff management, and executive decision-making. Building upon your technical knowledge to cultivate these techniques is the cornerstone of leadership. • Gain confidence in your abilities • Get a mentor and gain support from them • Utilise your skills in people management

Make the most of your Liquid Learning experience, join us to network over complimentary canapés and drinks

ALSO AVAILABLE

Katie Christoffersen Head of Private Wealth Management, Consumer Bank and Wealth Westpac New Zealand Limited

WOMEN IN LEADERSHIP WORKSHOP 1 & 2 August 2017 Cliftons Auckland

10.45 - 11.00 Questions and Discussion 11.00 - 11.15 Morning Tea 11.15 - 12.00 CASE STUDY

Leading a customer driven business – Fight for relevance

27 & 28 September 2017 Christchurch

Successfully implementing sustainable initiatives requires a keen eye for customer demands and a strong leadership vision. Reflecting on his experiences leading the progression of Southern Cross Health Society, Nick will illustrate how to build effective long-term strategy. • Understand how to maintain relevance in a competitive market • Align personal and organisational values to drive real change • Cultivate a healthy culture to establish longevity

THE WOMEN IN PROFESSIONAL SERVICES LEADERSHIP SUMMIT 2017 26 - 28 July 2017 Grand Millennium Auckland

Nick Astwick Chief Executive Officer Southern Cross Health Society 12.00 - 12.15 Questions and Discussion 12.15 - 1.15 Networking Lunch 1.15 - 2.00

FOLLOW THIS EVENT Tweet about this event using the hashtag #WilmaChat2017 and @LiquidLearning for daily industry updates!

CASE STUDY

Work flexibly and still attain a leadership position

After a career break or changing your hours to become part time, it can seem more difficult to attain a senior leadership position. However, women across financial services have managed to work with flexibility and

SUPER SAVER DISCOUNT

EARLY BIRD DISCOUNT

Receive up to $300 off registration if you register and pay by 28 June 2017

Receive up to $200 off registration if you register and pay by 26 July 2017

Seek out and create avenues for accelerated career progression come back to have great success. Jane will share how she leveraged the opportunities put before her and the importance of an unbiased culture. • Build your brand within the organisation • Encourage flexibility in your culture • Challenges of stepping up into leadership

ABOUT THE EVENT While the insurance industry had remained unchanged for over 100 years, the past decade has shown significant changes and exposed the possibility for exciting new innovations. Consequently, the most progressive insurance companies are looking for leaders with a knowledge of the industry and trends. However, a changing industry and awareness of business direction requires an innovative approach to leading and managing with the ability to meet changing customer expectations.

Jane Brewer Executive Manager, Insurance Platforms New Zealand Suncorp Group 2.00 - 2.15


2.15 - 3.00

EXPERT COMMENTARY

The Annual Women in Insurance Leadership Summit 2017 is the ultimate opportunity for aspiring, emerging and existing female leaders in the insurance industry to refine this leadership skill set. With speakers sharing their experiences and experts providing take-away leadership strategies, this event will not only empower ambitious women to succeed in the competitive insurance industry, but give them the skills required to enhance an organisation’s productivity and evolution into 2020.

Vital leadership skills to drive influence and gain support Ensuring your voice is heard at the corporate table is critical when climbing the leadership ladder. Those who can gain buy in from senior level professionals, lead with influence and hold a strong presence are the ones who make it to the top. This session will explore how to harness your strengths to drive influence and ensure your value is noticed. • Speaking the language of influence • The importance of support at the senior level • Enhancing your confidence as a leader

Debra Chantry Leadership Coach DebraChantry.com 3.00 - 3.15


3.15 - 3.30

Afternoon Tea

3.30 - 4.30

WHO WILL ATTEND

INTERACTIVE CLOSING ROUNDTABLE

Current Leaders

Reflecting on key outcomes and the future of leadership

The insurance industry is always changing and growing, the amount of women in senior leadership positions steadily increasing. In this session an interactive discussion will provide you with an opportunity to reflect upon the learnings of the day and explore any further challenges for discussion. From this map out solutions as a group and then create a plan of what you will implement upon your return to your organisation. • Key insights from the speakers • Discuss any further challenges as a group • Create an actionable plan of what you will do now

Aspiring Leaders

Janet Tuck Career Specialist and Director Career Clinic 4.30

Future Leaders

Concluding Remarks from the Chair and Summit Close

TEAM BOOKINGS AVAILABLE TEAM OF

3

TEAM OF

4

10%DISCOUNT

Phone: +64 9 927 1500 www.liquidlearning.com

5

6 15%DISCOUNT

TEAM OF

7

8

+

20%DISCOUNT

The Women in Insurance and Wealth Management Leadership Summit 2017 28, 29, 30 & 31 August 2017

Booking Form

Crowne Plaza Auckland 128 Albert St, Auckland, 1010, New Zealand Ph: +64 9 302 1111

WII0817Z - SM

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3 Days

Options (per person)

$3195 + GST = ($3674.25)

$2995 + GST = ($3444.25)

$2895 + GST = ($3329.25)

$2795 + GST = ($3214.25)

2 Days

$2495 + GST = ($2869.25)

$2295 + GST = ($2639.25)

$2195 + GST = ($2524.25)

$2095 + GST = ($2409.25)

1 Day Workshop

$1395 + GST = ($1604.25)

$1345 + GST = ($1546.75)

$1295 + GST = ($1489.25)

$1245 + GST = ($1431.75)

TOTAL incl GST

* Receive up to $200 off registration if you register and pay by 26 July 2017 ** Receive up to $300 off registration if you register and pay by 28 June 2017

All Prices listed in New Zealand Dollars

*** Receive up to $400 off registration if you register and pay by 31 May 2017 Group Discounts Available:

10% off Standard Rate Team of 3 - 4

15% off Standard Rate Team of 5 - 7

20% off Standard Rate Team of 8 +

Conditions: Group Discounts apply for bookings made simultaneously. Only one discount applies. Group discounts apply to standard rates only. Group discounts are not applicable to Value Plus, Super Saver and Early Bird rates. Value Plus, Super Saver and Early Bird Discounts are not applicable to the individual Workshop. Discounts cannot be applied retrospectively and must be claimed at the time of booking. Liquid Learning Group reserves the right to have sole discretion on an organisation’s eligibility for discounts. Note: Course materials, refreshments & lunches are included. Travel and accommodation are NOT included. Registration Options are per person only.

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