AUSTRALIAN RETAIL BANKING SUMMIT 2018 - Customers versus Commission - Where's Your Focus? - RFi Group

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AUSTRALIAN RETAIL BANKING                                                                                  P
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 Customers versus Commission –                                www.australianretailbankingsummit.com/
 Where’s Your Focus?                                                 #RFiGroupARBS I @RFiMediaGRB

 Tuesday 12th and Wednesday 13th June 2018

 Grand Ballroom at the Four Seasons Hotel                                    For more information, please
                                                                             contact James Harradine,
 199 George Street, Sydney NSW 2000                                          RFi Group on 02 9126 2616
                                                                             jharradine@rfigroup.com
 This agenda is subject to change

EVENT PARTNERS                               MEDIA PARTNERS
AUSTRALIAN RETAIL BANKING SUMMIT 2018

    About RFi & Our Events

    RFi Group is a global business intelligence and media provider focusing exclusively on financial services.

    We specialize in data and information gathering, customer-based insight generation and business decision support for the
    world’s leading financial service providers.

    With offices in San Francisco, Toronto, Washington DC, London, Hong Kong, Singapore, and Sydney, RFi Group consistently
    provides clients with tailored advice and independent intelligence relevant to their specific market needs.

    With a core focus on delivering insightful, valuable and actionable research within the banking sector both locally and
    internationally, RFi Group’s offering covers retail, SME, corporate, and private banking.

    RFi Group produces over 100 key events throughout the year with an aim to produce quality interactive forums with insightful
    and relevant debate. We utilise our market insight to produce high-quality industry gatherings that provide attendees with
    both topical and thought-provoking sessions.

    Our events are aimed at senior level industry leaders and we secure both national and internationally recognised speakers.

 Australian Retail Banking Summit

 The Australian Retail Banking Summit 2018 is the 9th annual instalment of the conference and will focus on the ever-evolving retail
 banking offerings both here and abroad.

 This year, the conference will provide a holistic view of the retail banking market and a more valuable experience to delegates.

 Discussion will deep-dive into the execution of innovation both locally and globally, navigating regulation, look at payments in the new
 environment, how best to deliver a differentiated customer experience and how customer expectations are driving change in personal
 finance.

 Key themes:                                                          Who Should Attend?
 •   Executing innovation                                             •  Senior Directors, executives and heads of retail banking
 •   Digital identity                                                 •  Senior executives, heads and directors of customer experience
 •   Regulation: FSI, data, security, open APIs
                                                                      •  Head and directors of lending - Mortgages and Personal Loans
 •   Driving deposits and funding the retail bank
                                                                      •  Head and directors of cards and payment processing
 •   Evaluating the success of innovation hubs
 •   The impact of the NPP, mobile and platforms on payments          •  Senior executives, heads and directors of digital and technology
 •   Customer experience for the experience-loyal customer            •  Heads and directors of branches, distribution, and product
 •   The banking culture shift                                           development
 •   Personal loans, credit and rewards schemes                       •  Head and directors of marketing
 •   Big data and analytics – winning the customer

www.australianretailbankingsummit.com/                                   2       Register now - jharradine@rfigroup.com / 02 9126 2616
AUSTRALIAN RETAIL BANKING SUMMIT 2018
Agenda – Day One
 Tuesday 12th June 2018

   REGISTRATION

   9:30 – 9:55AM
   Arrival tea and coffee
   WELCOME & OVERVIEW

   9:55-10:00AM
   Julien Wilson, Commercial Director - AUNZ, RFi Group

  SESSION ONE: GLOBAL PERSPECTIVES AND LOCAL IMPLICATIONS
  Chaired by: Chloe James – Group Media Director, RFi Group

  Brett King: Leading the Digital Revolution
  10:00 - 10:30 AM
  • Banking 4.0
  Brett King, Founder and CEO of MOVEN, Amazon bestselling author, globally renowned commentator and respected
  speaker on the future of business

  Domestic Keynote: Innovate Innovate Innovate
  10:30 - 11:00 AM
  Kate Cooper, Head of Innovation and Group Methodology, Westpac Banking Corporation

  Open Banking in Australia / XPRT
  11:00 - 11:30 AM
  • Life stage
  • Customer need
  • How will open banking change the retail banking landscape
  • Are customers open to open banking?
  • Threats and opportunities
  Alan Shields, Co-founder; Managing Director – Consulting and Head of People and Culture, RFi Group

  Infosys on Open Banking
  11:30 - 11:50 AM

  MORNING TEA

  11:50 AM – 12:15 PM

www.australianretailbankingsummit.com/                          3     Register now - jharradine@rfigroup.com / 02 9126 2616
AUSTRALIAN RETAIL BANKING SUMMIT 2018
  SESSION TWO: ROYAL COMMISSION AND NAVIGATING REGULATION
  Regulation: Where to from here?
  12:15 – 12:40 PM
  Since 2009 the banking industry has been subject to a deluge of game-changing rule-making, the likes of which we have
  not seen since the Great Depression. Despite this, it is clear that regulatory change is not yet done, and the impact on the
  industry is far from over…
   • What recommendations can we expect from the Royal Commission, and how does this align with global trends?
     What other issues are at play?
   • Changing technology is changing the industry, but how will it change regulators and regulation
   • Serving the customer: do we need more rules or a new way of thinking?
  Kevin Nixon, Partner, Risk Advisory Practice and Global and Asia Pacific leader of the Centre for Regulatory Strategy,
    Deloitte Australia

  Q&A
  12:40 – 12:50 PM
  Kevin Nixon, Partner, Risk Advisory Practice and Global and Asia Pacific leader of the Centre for Regulatory Strategy,
   Deloitte Australia
  With; Andrew Stabback, CEO AB+F

  PANEL: THE MONEY JOURNEY; PART ONE: Teach me how to Bank
  12:50 – 1:30 PM
  • Protecting the bank - Protecting the customer – Getting the balance right
  • Creating robust financial literacy for consumers
  • Responsible lending and Open Banking
  • Solving for advice – to the masses
  • Impacts of CCR
  Chaired by Guy Carvalho, CEO of Banking Services, Novatti
  With;
  Nicholle Lindner, APAC Financial Services Industry Leader, Unisys
  Eric Wilson, Founder and CEO, Xinja
  Stuary Stoyan, Chairman, FinTech Australia
  Will Mahon-Heap, International Expansion, Revolut and Co-founder, Equitise

  LUNCH

   1:30 – 2:15 PM

www.australianretailbankingsummit.com/                           4      Register now - jharradine@rfigroup.com / 02 9126 2616
AUSTRALIAN RETAIL BANKING SUMMIT 2018
 SESSION THREE: INNOVATION, DIGITISATION AND FINTECH PARTNERSHIPS
  Confirmed: Chaired by Andrew Stabback, CEO, AB+F

  Rethinking Banking for the Digital Age
  2:15 – 2:45 PM
  In the midst of digital disruption and shifting social paradigms, how can retail banks evolve their customer
  experiences to stay engaged, relevant and trusted? Drawing on best practice examples from outside the financial
  industry, CBA suggests how to embrace the opportunities of the digital age to foster meaningful customer
  relationships centered on financial wellbeing.
  Pete Steel, Executive General Manager Digital, Commonwealth Bank of Australia

  Where purpose and tech collide
  2:45 – 3:15 PM
  • Deliver on the purpose
  • Value driven
  • Bringing values to life
  John Arnott, Industry Head – Financial Services, facebook & instagram

  PANEL: Digital Success Stories: facebook, AliPay, Hashching and CommBank
  3:15 – 3:45 PM
  Chaired by Christine St Anne, Managing Editor, RFi Group
  With;
  John Arnott, Industry Head – Financial Services, facebook & instagram
  Siobhan Hayden, Chief Operating Officer, HashChing
  George Lawson, Country Manager for Australia and New Zealand, AliPay
  Pete Steel, Executive General Manager Digital, Commonwealth Bank of Australia

 AFTERNOON TEA
  3:45 – 4:10 PM

www.australianretailbankingsummit.com/                         5      Register now - jharradine@rfigroup.com / 02 9126 2616
AUSTRALIAN RETAIL BANKING SUMMIT 2018
  SESSION FOUR: A RETAIL RECONNAISSANCE AND THE MONEY JOURNEY CONTINUED
  NPP and Faster Payments
  4:10 – 4:35 PM
  • The NPP where are we now?
  • Cross boarder
  • Multicurrency
  Katrina Stuart, Executive Manager, Engagement - New Payments Platform (Australia)

  PANEL: THE MONEY JOURNEY; PART TWO: Teach me how to Spend
  4:35 – 5:15 PM
  • Themes in spending
  • How do banks engage?
  • Credit cards – Is it over? Are Personal Loans extinct?
  • Buy Now/ Pay Later – Is there any other way…
  • Managing excessive spending
  Chaired by Chloe James, Group Media Director, RFi Group
  With;
  Paul Greenberg, Founder and Executive Director, NORA
  Peter Lalor, CEO, MoneyBrilliant
  Victoria Richardson, Chief Strategy Officer - Australian Payments Network (previously APCA)

www.australianretailbankingsummit.com/                         6      Register now - jharradine@rfigroup.com / 02 9126 2616
AUSTRALIAN RETAIL BANKING SUMMIT 2018
Agenda – Day Two
 Wednesday 13th June 2018

   REGISTRATION

   8:30 – 8:55 AM
   Arrival tea and coffee

  SESSION ONE: PEOPLE AND CULTURE
  Chaired by: Andrew Stabback, CEO, AB+F

  Banking Culture and Leadership
  9:00 – 9:30 AM
  Pauline Vamos, Chief Executive Officer, Regnan - Governance Research & Engagement

  YOUNG BANK PANEL: The winners of the Young Banking Awards discuss; What we think. How we work.
  9:30 – 10:00 AM
  • The Next Generation
  Chaired by; Kate Wilson, Research Director - AUNZ, RFi Group
  With;
  Lachlan Davidson, Head of Marketing - Home Owner, NAB
  Mark Sawyer, General Manager - Banking Products, MyLife MyFinance
  Upul Senanayake, Specialist, Data Driven Experiences, Westpac Banking Corporation
  Jasmine Tan, Senior Analyst, Deloitte

  PANEL: Industry View; Takeaways for Tomorrow
  10:00 – 10:30 AM
  • Problem projects - what’s keeping you awake at night and where are the banking road blocks?
  • Impacts of a low rate environment
  • Customer experience and technology adoption
  • Real time decisions, innovation and technology
  • Effects of regulatory change
  Chaired by; Josh Gadsby, Business Development Director, RFi Group
  With;
  Lee Hatton, CEO, UBank
  Melanie Evans, Head of Retail, ING Australia
  Shannon Peachy, Lead - Savers & Investors and Head of Strategy and Data Analytics - Deposits & Payments, ANZ

  MORNING TEA

   10:30 – 11:00 AM

www.australianretailbankingsummit.com/                        7      Register now - jharradine@rfigroup.com / 02 9126 2616
AUSTRALIAN RETAIL BANKING SUMMIT 2018
  SESSION TWO: FINANCIAL LITERACY, UTILISING DATA AND MAKING THE MOST OF YOUR MONEY
  New Groups/ New Needs
  11:00 – 11:30 AM
  • Predictive analytics and forecasting Hardship
  • Savings and Investment for an aging population
  • Withdrawing from super for unexpected expenses (illness/ medical)
  Speaker to be confirmed

  PANEL: THE MONEY JOURNEY; PART THREE: Teach me how to Save
  11:30 AM – 12:00 PM
  • Personal finance
  • Motivations behind saving
  • Spending trackers
  • How do banks engage
   Chaired by Kate Wilson, Research Direcgtor, RFi Group
   With;
   Gareth Gumbley, CEO, Frollo
   Graham R. Smith JP MC, Chair, Financial Counsellors Association of NSW
   Bosco Tan, Chief Operating Officer, Pocketbook
   Katherine Temple, Senior Policy Officer, The Consumer Action Law Centre
   Erin Turner, Director - Campaigns & Communications, CHOICE

  LUNCH

   12:00 – 12:45 PM

  SESSION THREE: PUTTING IT TO PRACTICE - SMASH MIX MAKE
  CREATIVE WORKSHOP with Design Farm Collective
  Dave Mallam co-founded Design Farm Collective, a business design and investment firm that focuses on creating
  new forms of value out of creative, commercial thinking.
  Dave is a design thinker, a creative technologist whom pushes boundaries and explores the opportunities that
  create new forms of value for customers and businesses.
  12:45 – 2:00 PM
  • This is not a presentation - spend the time getting your hands dirty as we tackle challenges faced by all businesses
  • Take part in a business design approach to creating new opportunities for value and growth
  • See how a different perspective may shed some light on some of your biggest business challenges
  • Brings together a broad array of markets, technologies, business models and environments
  • Apply alternative industry learnings and a new way of working
  • Applying a workplace culture or reflection and review
  • The outcome is creating new and divergent forms of value, outside of BAU
  Dave Mallam, Co-Founder, The Design Farm Collective and a team of facilitators

  PANEL SESSION: Workshop Outcomes
  2:00 – 2:30 PM
  A selection of workshop participants and retail experts will discuss the retail ecosystem and how to innovate outside
  of existing products & services.

www.australianretailbankingsummit.com/                           8       Register now - jharradine@rfigroup.com / 02 9126 2616
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