Women in Banking & Financial Services - Liquid Learning

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Oct 10, 2017 - Shannon holds a degree in Business with Majors in Human Resources and Industrial Relations, she is a Cert
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Women in Banking & Financial Services Leadership Summit 2018

Join a community of existing, emerging and future industry leaders to be empowered, inspired and equipped to unleash your leadership potential

FEATURED SPEAKERS Ainslie van Onselen Managing Director RAMS Financial Group Tammy Medard Head of Diversified Industrials ANZ Bank - Australia Dayle Stevens Divisional Chief Executive Officer, Support Services Technology National Australia Bank Kim Anderson Head of Innovation Incubation National Australia Bank Belinda Jackson Executive Manager, Customer Experience and Marketing CommSec Adviser Services Sally Kincaid Chief Human Resources Officer, ANZO QBE Insurance Lee Hatton Chief Executive Officer UBank Jo Kearney Chief of Corporate Affairs and Community Credit Union Australia Melissa Thong Head of Vendor Management, Technology and Transformation Bankwest Debbie Wilson Chief Financial Officer Australasia, Head of Finance for Greater China and Australasia AIG Australia Ltd Anthony Rodwell-Ball Chief Executive Officer NGS Super Melanie Evans Head of Retail Banking ING

2018 Theme: ‘Stepping Up, Standing Out’ Pre-Summit Workshop 27 February Summit 28 February & 1 March Post-Summit Workshop

Primus Hotel, Sydney

Define yourself as a modern leader Learn to lead confidently through change Build confidence & command respect Connect & network with industry elites

EXCLUSIVE DISCOUNT

Members of supporting organisations receive a special 10% discount off standard rates!

Phone: +61 2 8239 9711 www.liquidlearning.com Booking Code - QC

PROUDLY SPONSORED BY

Marie Hanson-Kentwell Group Executive People and Process Transformation Greater Bank Ceri Ittensohn Chief People and Culture Officer TAL Georgina Croft Chief Operating Officer, Insurance BT Financial Group Margie Hill General Manager People and Culture AustralianSuper Kimberley Roberts Head of Member Experience and Engagement RACQ Alison McLeod Head of Colonial First State Legal Colonial First State

2 March

EVENT PARTNERS ORGANISED BY

Pre-Summit Workshop 27 February 2018 9.00 - 4.30

Growth mindset - Unleash your potential The Banking and Financial Services industry is a constantly changing sphere that calls for emerging leaders to adapt and grow in order to thrive and succeed. Often those wanting to take the next step in the field find it hard to see their value and potential, leaving them fearful in a world full of opportunities. Emerging leaders will need to understand their professional value and know how to cultivate a growth mindset to stand out and fulfil their career desires. This interactive workshop will provide emerging leaders within the field the skills to understand the strengths that they are able to bring to the corporate table to confidently unleash their potential. Shannon will guide attendees on a journey to unlock their potential through releasing self-doubt and forming a confident and courageous leader that will drive an organisation into success. Additionally, Shannon will lead participants to devise an action plan that will propel their careers in the direction they want. A strengths based mindset - Lead with confidence • Establish your strengths through understanding of self • Understand the defining role a strength-based approached can play • Create a defining image of you as a strong, confident leader Growth mindset - Increase innovation and achievement within your team • Shape your achievements and re-shape your failures • Redefine your and other’s perception of you • Effective leadership through positive influence Confidence, courage and impact - Master your mindset • Step out of your comfort zone • Seize the right opportunity with confidence and courage • Develop presence and impact based on your unique skill set Action plan - Step up and stand out! • Recognise your goals • Vocalise your strengths at the table • Step into the role you desire

Expert Facilitator: Shannon Lyndon-Lugg Founder Lyndon Lugg Consulting Shannon Lyndon-Lugg is an expert in the realm of Leadership, Development, Diversity and Performance. Shannon has over 20 years’ experience in leadership, coaching, advising and challenging Senior Executives across industries including Professional Services, Commercial and Investment Banking, Insurance, Airlines, Automotive and the IT sector. Shannon holds a degree in Business with Majors in Human Resources and Industrial Relations, she is a Certified Organisational and Executive Coach and has studied Positive Psychology with The University of Pennsylvania. She has experience working across Australia, Japan, China and Singapore. A skilled leader herself, Shannon’s work focuses on taking a strength based approach to building leadership and cultural change in organisations, she creates pragmatic and leading edge approaches that drive results and unleash performance. Shannon has held Leadership roles in a variety of blue-chip companies including National Australia Bank, SEEK, PricewaterhouseCoopers and Bank of America/Merrill Lynch. She is a skilled facilitator, has published numerous articles on diversity, growth and improving performance and is skilled keynote speaker.

TEAM BOOKINGS AVAILABLE TEAM OF

3

TEAM OF

4

5

10%DISCOUNT

6

TEAM OF

7

15%DISCOUNT

8

+

20%DISCOUNT

TEAM BOOKINGS

SPONSOR TODAY!

Receive a 20% discount when booking a team of 8 to attend, please call: +61 2 8239 9711 or email: [email protected]

Limited sponsorship and exhibition opportunities available. For your chance to brand yourself as a market leader, please call: +61 2 8239 9711 or email: [email protected]

Stand out from the crowd

Day One

28 February 2018

11.45 - 12.35 EXPERT COMMENTARY

Excel in your online and offline networking

The fast-paced environment of the industry sometimes leads to the inability to create influential and sustainable connections. However, to excel as a leader, you need to create a lasting impact both in the online and offline world. With her extensive experience, Sharon will show you how to maximise opportunities to build professional connections. • Gender and the way it affects your networking style • Create a distinctive professional brand to expand your network • Strategies to network with ease

2018 Theme: ‘Stepping Up, Standing Out’ Everyone can position themselves for leadership roles. However, tough competition requires emerging leaders to equip themselves with their own unique toolkit to stand out from the rest. Leaders of today and tomorrow must be prepared to challenge the traditional structure and explore innovative new ways of working and leading. We have invited some of the most influential and inspirational senior leaders to reflect on the call for innovation and the crucial ingredients to successfully step up as a leader today.

Sharon Luxford Chief Executive Officer Frock Up & Rock Up 12.20 - 12.35 Questions and Discussion 12.35 - 1.35 Networking Lunch

8.30 - 8.55

Registration and Morning Coffee

8.55 - 9.00

Official Welcome and Opening Remarks from the Chair

9.00 - 9.35

1.35 - 2.25

OPENING KEYNOTE CASE STUDY

Taking responsibility for your own success

Debbie Wilson Chief Financial Officer Australasia, Head of Finance for Greater China and Australasia AIG Australia Ltd Margie Hill General Manager People and Culture AustralianSuper Georgina Croft Chief Operating Officer, Insurance BT Financial Group Anthony Rodwell-Ball Chief Executive Officer NGS Super

Jo Kearney Chief of Corporate Affairs and Community Credit Union Australia

Questions and Discussion

9.50 - 10.25 CASE STUDY

TBA

2.25 - 3.00

10.25 - 10.40 Questions and Discussion

10.55 - 11.30 CASE STUDY

Define your vision of success

Kim Anderson Head of Innovation Incubation National Australia Bank

CASE STUDY

The road to leadership

To stand out and step up as a leader, it is critical to understand the pathway you want to take and build resilience in times of trouble. Ainslie will draw on her experience and share the key insights to her journey. • Position yourself as a leader • Understand where you want to go • Be resilient in times of transformation

10.40 - 10.55 Morning Tea

All leaders will overcome various obstacles to gain experiences that act as learning curves for the future. The way leaders approach these challenges will define their image to their colleagues. • Small steps for a bigger picture • Be a model for others • Lead with authenticity

Driving organisational change

In order to achieve organisational goals, emerging and existing leaders need to understand and develop clear strategies that will take them to the next stage. This panel will explore the stepping stones needed to stand up and create positive change for both yourself and your organisation. • Create a name to remember • Take smart risks • Venture into the unknown

All pathways to leadership are different as the direction we wish to take depends on our personal definition of success. Jo reflects on her journey to her ‘C-suite’ role, highlighting the challenges and successes she faced along the way. • Stand out and step up – Be the best version of yourself • Overcome challenges • Search and seize the right opportunities

9.35 - 9.50

INTERACTIVE PANEL DISCUSSION

Ainslie van Onselen Managing Director RAMS Financial Group 3.00 - 3.15

Questions and Discussion

3.15 - 3.30

Afternoon Tea

11.30 - 11.45 Questions and Discussion

FACULTY OF EXPERTS Shannon Lyndon-Lugg Founder Lyndon Lugg Consulting

Maria Newport Managing Principal Newport O’Connor

PLUS TWO WORKSHOPS! Plus two separately bookable interactive workshops before & after the event

Michael Puhle Founder WordswithOz

Sharon Luxford Chief Executive Officer Frock Up & Rock Up

VALUE PLUS DISCOUNT Receive up to $400 off registration if you register and pay by 10 October 2017

3.30 - 4.15

EXPERT COMMENTARY

The impact of earning respect

To strengthen your leadership presence across the industry, it is vital for emerging leaders to create strong ties with others. Michael will inspire you to act with courage, earn the respect you deserve and build a resilient, powerful network. • Recognise your resistances • The value courage creates • How to implement courage when you need it most

Day Two 1 March 2018 8.30 - 8.55

Morning Coffee

8.55 - 9.00

Opening Remarks from the Chair

9.00 - 9.35

QBE Insurance Group is one of the world’s top 20 general insurance and reinsurance companies. Sally will share the ups and down of this insurance giant and the lessons she’s learnt while leading the way. Sally will also explore how QBE have set the goal to become a modern and diverse workforce through an inclusive culture with new leadership styles. • Experiences as stepping stones to success • Adapt to the transforming environment • Stand firm in times of trouble

Michael Puhle Founder WordswithOz 4.15 - 4.30

Questions and Discussion

4.30

Concluding Remarks from the Chair

NETWORKING RECEPTION 4:30 - 5:30PM Make the most of your experience, join us to network over complimentary canapés and drinks

OPENING CASE STUDY

Lessons learned on the road to success

Sally Kincaid Chief Human Resources Officer, ANZO QBE Insurance 9.35 - 9.50

Questions and Discussion

9.50 - 10.25 CASE STUDY

The ups and downs of my leadership journey A pathway to leadership is never linear. Successful leaders step up from where they fall and use the experience as a learning toolkit for the future. • Resilience in times of trouble • Be courageous and step up • Using lessons as learning experiences

ALSO AVAILABLE

Tammy Medard Head of Diversified Industrials ANZ Bank - Australia

WOMEN IN LEADERSHIP WORKSHOP 4 & 5 December 2017 - Brisbane 7 & 8 December 2017 - Sydney 7 & 8 December 2017 - Melbourne 1 & 2 February 2018 - Sydney

22ND WOMEN IN LEADERSHIP SUMMIT 2018 29, 30, 31 January & 1 & 2 February 2018 Primus Hotel Sydney

THE 3RD WOMEN IN PROPERTY LEADERSHIP SUMMIT 2018 20, 21, 22 & 23 February 2018 Sydney Harbour Marriott Hotel

10.25 - 10.40 Questions and Discussion 10.40 - 10.55 Morning Tea 10.55 - 11.15 1-to-1 INTERACTIVE INTERVIEW

Your life and career - Make decisions not sacrifices Melanie Evans was announced as ING’s Head of Retail Banking when she was five months pregnant with her son. Her daughter had just turned one. In this session, Melanie will share her views and lessons learnt on juggling career, family life and self. Having spent almost 25 years in banking and funds management and watching many great role models forge a career while enjoying family life, Melanie has come to the conclusion that there is no “one way”, that things are very rarely black and white and most importantly, you don’t have to do everything. Join Melanie for a frank discussion about the juggle of raising a family, building a career and keeping healthy and happy.

Melanie Evans Head of Retail Banking ING

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

SUPER SAVER DISCOUNT

EARLY BIRD DISCOUNT

Receive up to $300 off registration if you register and pay by 5 December 2017

Receive up to $150 off registration if you register and pay by 23 January 2018

Lead with confidence and courage 11.15 - 12.15 INTERACTIVE PANEL DISCUSSION

3.30 - 4.30

Resilience in times of transformation

With the rapidly changing environment that founds the Banking and Financial Services field, emerging leaders will need to adapt, overcome, and charge through obstacles to step up into their desired leadership position. This interactive roundtable discussion will bring together the themes and ideas explored throughout the two days as they reflect upon their own leadership journey. Delegates will have the opportunity to develop their own action plan, driving them to reach their career goals. • Key lessons gained from the summit • Discover your leadership potential • Action plan - what’s the next step?

Changes are inevitable in the fast-paced industry of Banking and Financial Services. Emerging leaders need to adapt and be resilient to lead the charge towards organisational success. • Take advantage of transformation • Stand firm in times of trouble • Proactive leadership

Kimberley Roberts Head of Member Experience and Engagement RACQ Marie Hanson-Kentwell Group Executive People and Process Transformation Greater Bank Lee Hatton Chief Executive Officer UBank Ceri Ittensohn Chief People and Culture Officer TAL Belinda Jackson Executive Manager, Customer Experience and Marketing CommSec Adviser Services Melissa Thong Head of Vendor Management, Technology and Transformation Bankwest Alison McLeod Head of Colonial First State Legal Colonial First State 12.15 - 1.15 Networking Lunch 1.15 - 2.00

EXPERT COMMENTARY

Break your limiting mindset

All too often do leaders suffer from self-doubt and a lack of self-confidence. Leaders will need to break the limiting beliefs that restrict them and hold them back from understanding the value they bring to the table. • Break away from negativity • Recognise your potential • Step up with confidence

INTERACTIVE CLOSING ROUNDTABLE

Step up and stand out

Maria Newport Managing Principal Newport O’Connor 4.30

Concluding Remarks from the Chair and Summit Close

ABOUT THE EVENT The Banking and Financial Services is a fast paced, highly commercial and competitive environment. There is no doubt that women looking to move into leadership positions face additional challenges. Statistics show that while there is an even gender split in lower and mid-level roles, there is still a large disparity among senior positions. Succeeding as a leader in this field requires a broad suite of skills and an ability to overcome challenges. The 7th Women in Banking & Financial Services Leadership Summit seeks to provide you with the tools to equip yourself to stand out and step into your desired career pathway. With the exceptional line-up of inspirational champions of the field, you will be able to network and hear inspirational stories on different roads to leadership. You will leave feeling inspired and equipped to overcome the inevitable difficulties on your career journey into leadership within the Banking and Financial Services industry. Secure your spot at this exceptional event today and unlock the potential of your talent pool tomorrow!

Shannon Lyndon-Lugg Founder Lyndon Lugg Consulting 2.00 - 2.15

Questions and Discussion

2.15 - 3.00

CASE STUDY

Empower women in a constantly transforming industry

With Banking and Financial Services delving into more technologically advanced territory, it is vital for leaders to effectively guide themselves and their teams through the unknown. Dayle will highlight the ways emerging and existing female leaders can empower themselves to achieve their personal and career goals. • Know the value you hold • Embrace the new • Be the best version of you to seize opportunities

WHO WILL ATTEND Current Leaders

Aspiring Leaders

Dayle Stevens Divisional Chief Executive Officer, Support Services Technology National Australia Bank 3.00 - 3.15

Questions and Discussion

3.15 - 3.30

Afternoon Tea

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

Future Leaders

Post-Summit Workshop 2 March 2018 9.00 - 4.30

Construct executive presence to upskill your potential A large disparity in gender within executive roles is still seen in the Banking and Financial Services industries. In order to keep up with the rapidly changing environment, organisations need to understand the value all their talent has to offer and upskill to create a richer talent pool. Understand the strategies that will develop your profile to stand out from the crowd and step into the leadership role you desire. In this interactive full day workshop, you will be given the ability to create an action plan to develop your own distinct and authentic executive brand. Michael will inspire you to be bold in your aspirations, implement strategies to broaden your potential and learn to heighten your executive presence through courageous leadership. The foundation of leadership is respect, so during this workshop you will broaden your abilities to act with courage and in turn earn the respect needed to be an effective leader. Additionally, Michael will lead a series of thought-provoking discussions on how and why deeper conversations will increase the impact you have at work, in meetings and in life. Know what you want • Establish values • Create bold aspirations • Ensure your pursuit matches your purpose Prepare a plan to succeed • Implement realistic steps of achievement • Daily habits and discipline • Flexibility is key Consistent performance • The importance of commitment • Courage when it’s needed most • The power to perform on call The universal truth for success • The perception of ‘hard work’ • Build your resilience • Testing limitations

Expert Facilitator: Michael Puhle Founder WordswithOz

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



TEAM BOOKINGS AVAILABLE TEAM OF

3

TEAM OF

4

5

10%DISCOUNT

TEAM OF

6

7

15%DISCOUNT

8

+

20%DISCOUNT

TEAM BOOKINGS

SPONSOR TODAY!

Receive a 20% discount when booking a team of 8 to attend, please call: +61 2 8239 9711 or email: [email protected]

Limited sponsorship and exhibition opportunities available. For your chance to brand yourself as a market leader, please call: +61 2 8239 9711 or email: [email protected]

Booking Form

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

7th Women in Banking & Financial Services Leadership Summit 2018 27, 28 February, 1 & 2 March 2018

WIB0218A - QC

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Options (per person)

Value Plus Rate***

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Register and pay by 10 October

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Register and pay by 23 January

4 Days

$3895 + GST = ($4284.50)

$3995 + GST = ($4394.50)

$4145 + GST = ($4559.50)

$4295 + GST = ($4724.50)

3 Days

$3195 + GST = ($3514.50)

$3295 + GST = ($3624.50)

$3445 + GST = ($3789.50)

$3595 + GST = ($3954.50)

2 Days

$2395 + GST = ($2634.50)

$2495 + GST = ($2744.50)

$2645 + GST = ($2909.50)

$2795 + GST = ($3074.50)

1 Day Workshop

$1345 + GST = ($1479.50)

$1395 + GST = ($1534.50)

$1445 + GST = ($1589.50)

$1495 + GST = ($1644.50)

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Exhibition Table, Brand Exposure at Event, 2 x 2 Day Delegate passes

Group Discounts Available:

10% off Standard Rate Team of 3 - 4

TOTAL incl GST

$8995 + GST = ($9.894.50)

15% off Standard Rate Team of 5 - 7

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All Prices listed in Australian Dollars

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. 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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Registration Policy: If you are unable to attend this event, you may send a substitute delegate in your place at no additional cost. Please advise us of any substitutions as soon as possible. Alternatively, you may transfer your registration to another event run by Liquid Learning Group Pty Ltd. A 10% service fee may apply. Should you wish to cancel your registration, please notify us in writing as soon as possible and a credit note will be issued valid for use towards any future event held by Liquid Learning Group Pty Ltd in the twelve months following date of issuance. Cancellation notifications received less than 14 days from the event running will receive a credit note to the value of the registration fee less a service fee of $400 plus GST. Liquid Learning Group Pty Ltd does not provide refunds for cancellation. The prices above are based on one person per registration. It is not possible for multiple people to attend within any day of the event on a single registration. Split tickets, i.e. a different person attending each day of the event, can be arranged. A fee will apply. Please call us for details. Liquid Learning Group Pty Ltd takes all care to produce high quality events that deliver as promised. All advertised details are correct at time of publishing.

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However, when circumstances beyond our control prevail, we reserve the right to change program content, facilitators or venues. We also reserve the right to cancel or reschedule events if circumstances arise whereby performance of the event is no longer feasible, possible or legal. Liquid Learning Group Pty Ltd will not be responsible for any loss or damage arising from any changes to or cancelling or rescheduling of an event. If an event is cancelled or rescheduled, Liquid Learning Group Pty Ltd will make every effort to contact every registered delegate; if an event is cancelled or you are unable to attend the rescheduled event you will be issued with a credit note valid for use towards any future Liquid Learning Group Pty Ltd event held in the twelve months following date of issuance. Disclaimer: Liquid Learning Group Pty Ltd has taken due care in selecting qualified professionals as its authors and course facilitators. The information provided by course facilitators is not produced by Liquid Learning Group Pty Ltd and should not be regarded as advice. Liquid Learning Group Pty Ltd accepts no responsibility for reliance on such information and recommends that its clients seek

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further professional advice. Privacy Statement: Liquid Learning Group Pty Ltd is committed to your privacy. All information collected on this registration will be held in the strictest of confidence and in accordance with the Privacy Act 1988. Liquid Learning Group Pty Ltd will add your information to a secure database. This will be used primarily to contact you for ongoing research, product development and notice of future events and services offered by Liquid Learning Group Pty Ltd. Occasionally you may receive information from organisations associated with Liquid Learning Group Pty Ltd. If you do not wish to receive such information please tick this box: c To update or have your details deleted please advise our Database team at Liquid Learning Group Pty Ltd, Level 9, 80 Clarence Street, Sydney NSW 2000, PH: +61 2 8239 9700, email: [email protected]  © 2018 Liquid Learning Group Pty Ltd ACN 108 415 354