Supported by · This digital event will be a jam-packed week of short but to the point Commercial Lending sessions MC’d by Peter Switzer. CPD ELIGIBILITY 2.5 • 0.5 CPD hour per

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Introduction

Thank you to our sponsors

MC - Peter Switzer

Platinum Sponsor - Lend

MC Sponsor - Speedy Finance

Tuesday 21st July Agenda

Thursday 23rd July Agenda

Friday 24th July Live Panel Agenda

Speaker Bio - Philip Reichelt, TLG

Speaker Bio - Greg Sugars OAM, PRP

Thank you to our sponsors

Wednesday 22nd July Agenda

Speaker Bio - Malcolm Withers, Pepper Money

Monday 20th July Agenda

Speaker Bio - Per Amundsen & Peter Vala, ThinkTank

Speaker Bio - Cristian Fedrigo, Get Capital

Speaker Bio - John Kolyvas, ING

Returning for the 3rd year in a row but coming to you digitally across Australia is the 2020 Digital

Industry Commercial Masterclass, journey out of COVID-19 and into a new world edition.

This digital event will be a jam-packed week of short but to the point Commercial Lending sessions

MC’d by Peter Switzer.

2.5CPD ELIGIBILITY • 0.5 CPD hour per session (Tuesday-Thursday). • 1 CPD hour for Monday session and Live Panel Session (Friday). • Maximum of 3.5 CPD hours if you attend the whole week.

Senator the Hon Michaelia Cash- Minister for Employment, Skills, Small and Family Business

“I am delighted to join this eMasterclass to provide an update on what the government is doing to support small and family businesses during these difficult times.

The ability of small businesses to access finance is critical to funding day to day operations and to undertake investment and create jobs of the future.”

Glenn Mitchell - Vow Financial

“If you have ever considered or would like to understand more about the key indicators and best practices for Commercial Lending, this is a must attend educational week” says Glenn Mitchell, Head of Vow Commercial & Leasing. Glenn has worked at commercial lending institutions and within the aggregator broker space for over 30 years and has been a key supporter within this initiative.

Peter White AM- FBAA

Mr White said that the week is even more important this year due to the challenges created by COVID-19.

“The commercial masterclasses support the industry by showcasing best practice and bringing experts together to discuss ways we can successfully navigate the post pandemic landscape,” he said.

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Peter Switzer - Switzer Financial Group

Peter Switzer is not only one of Australia’s leading business and financial commentators but also a successful businessperson in his own right. Launched more than 20 years ago, The Switzer Group has grown into three successful companies spanning media and publishing, financial services and business coaching.

Peter is an award-winning broadcaster, twice runner up for the Best Current Affairs Commentator award for radio. A former lecturer in Economics at the University of NSW, Peter currently would reach over 2 million Australians every month. He is:

• Regular expert on Nine’s Today program• Regular contributor to the Alan Jones radio

program & Macquarie Media Network.• Regular finance expert on Sky News.• The founder and publisher of The Switzer

Report, for self directed investors.• The Host of the Switzer TV show on

YouTube• The Host of The Switzer Show Podcast.• A weekly columnist for yahoo.com.au• A regular contributor to Switzer Daily.• Author of new book “Join the Rich Club”.

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Lend was founded in 2016 by a team of finance and lending experts, data scientists, machine learning engineers and technologists dedicated to creating a seamless, efficient and fast experience for Australian business finance brokers and their clients.

The vision of Lend was to completely re-architect the way brokers, borrowers and lenders interact.

In 2019, Lend launched the fastest and most sophisticated platform specifically designed for Australian business finance brokers. The Lend platform automates the process of matching a lender to an SME, using a sophisticated combination of AI and analytics. It does all this without impacting the applicant’s credit score.

The platform has continued to evolve with additional features and functionality and in 2019 LendScoreTM was added to the platform.

Today, Lend is the only platform that puts control back into the hands of Australian business finance brokers.

Donelle started her career in media, with a “Girl Friday” role in the sports department of The Examiner Newspaper in Tasmania. In her 10 years between Vodafone and Telstra she advanced from Team Leader and then Operations establishing business centres for Telstra on the Gold Coast in the late 2000’s. In 2008 Donelle moved to a broker role in 2008 covering consumer and commercial finance, her experience in these areas helped her move across to commercial lending in 2011 as a Senior Lending Manager and then Operations Manager for Speedy Finance. Wanting to focus on “education and giving back” Donelle moved into the National BDM role for Business Fuel in 2018. In 2020 Donelle joined SME Digital disruptor “Lend” as the Head of 3rd Party. Donelle is a focused leader & hopes to make a difference in the SME/Commercial Lending space with her passion for arming brokers with the right education for writing business in the commercial/SME space and hopes to get the industry working smarter not harder.

Donelle Brooks

Platinum Sponsor

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Speedy Finance is an Australian company that was founded in 2004. To date, we’ve helped hard working Aussies with the finance that they need to thrive and grow. We have leveraged our substantial investment in Fintech to compliment our team’s 16 years of finance expertise and lending experience. As a result, our commercial finance solutions are reinforced by automated processes that ensure the business is compliant and risk averse. Our sound corporate governance has provided our investors with consistent and predictable mortgage backed returns.

Speedy are an award-winning SME Lender that has invested in leading edge Fintech. This ensures that our loan approval processes are accurate, compliant and time efficient. Our technology facilitates a transparent and convenient customer experience via our Customer Portal and leverages online partnerships with Brokers and Referrers via our Broker Portal & Partner APIs. Our experienced SME Loan Specialists are empowered with rich data and analysis of an applicant’s banking history, credit reporting data and ID Validation to make deeply informed approval decisions. Our investment technology has also kept our team Covid Safe, enabling flexible working arrangements, while ensuring operational productivity.

Tanya has worked in the financial services industry since 2003 where she started in the GE branch network. A former QLD BDM for companies such as Bluestone and AFM (now eMoney) she brings her vast amount of knowledge and experience to the Speedy team from a variety of other roles within the industry where she has worked in loan assessment for a Mortgage Manager, Credit Management for 2 broking offices, and National Relationship Manger for a private funder. Tanya has always had a passion for finding solutions and working closely with brokers to assist them in the needs of their borrowers. She is very excited to be a part of the Speedy team, where she can utilise her passion and experience within the industry and assist those brokers that have not utilised the SME market as yet.

Tanya Pead MC Sponsor

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Platinum Sponsor Thank you to our sponsors

MC Sponsor

MONDAY 20TH JULY - SESSION AGENDA

AM SESSION (MORNING)

PM SESSION (AFTERNOON)

11:00 AM 11:20 AM11:25 AM11:30 AM

11:50AM

12:00 PM

2:00 PM2:20 PM2:25 PM2:30 PM

2:50 PM

3:00 PM

Opening address - Senator the Hon Michaelia Cash Introduction into Masterclass - Peter White, FBAAOpening remarks - Peter Switzer, Switzer Financial Group‘Helping brokers navigate their customer’s needs and why telling the customers story is more important than ever.’ - Malcolm Withers, Pepper‘Shifting your business to utilise today’s advanced technology for best practise in commercial lending.’ - Donelle Brooks, LendClosing remarks - Peter Switzer

Opening address - Senator the Hon Michaelia Cash Introduction into Masterclass - Peter White, FBAAOpening remarks - Peter Switzer, Switzer Financial Group‘Helping brokers navigate their customer’s needs and why telling the customers story is more important than ever.’ - Malcolm Withers, Pepper‘Shifting your business to utilise today’s advanced technology for best practise in commercial lending’ - Donelle Brooks, LendClosing remarks - Peter Switzer

**PLEASE NOTE** All session times are AEST.

Malcolm has been working in the Banking industry for the past 27 years, covering Retail and Private Banking incorporating Residential and Commercial Lending and has specialised in the Third Party Broker market for over 20 years. Malcolm has held several Senior roles in the Industry and recently joined Pepper in 2019 to launch to the market a new Commercial Lending Offer from Pepper, focussing on creating solutions to help SME customers grow and thrive in an increasingly changing environment.

Malcolm Withers- Pepper Money

Helping brokers navigate their customer’s needs and why telling the customers story is more importantthan ever.

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MC Sponsor



2:00 PM 2:05 PM

2:25 PM2:35 PM 2:40 PM 2:45 PM

11:00 AM 11:05 AM

11:25 AM11:35 AM 11:40AM11:45 PM

Opening address - Peter Switzer, Switzer Financial GroupThe COVID-19 effects on SMSF’s during and exiting the event. Do a company’s cash flow also impact on SMSF transactions? - Peter Vala & Per Amundsen, ThinkTank‘Alternate Lending’ - Donelle Brooks, Lend‘Assisting yours and your borrowers cash flow’ - Tanya Pead, Speedy Finance Closing remarks - Peter SwitzerClose

Opening address - Peter Switzer, Switzer Financial GroupThe COVID-19 effects on SMSF’s during and exiting the event. Do a company’s cash flow also impact on SMSF transactions? - Peter Vala & Per Amundsen, ThinkTank‘Alternate Lending’ - Donelle Brooks, Lend‘Assisting yours and your borrowers cash flow’ - Tanya Pead, Speedy Finance Closing remarks - Peter SwitzerClose


2.5Prior to Thinktank, Per was General Manager of AMP Property Finance, building a book of $1.5 billion in SME commercial property loans. An executive member of the Australian Risk Management Association, Per is a respected senior executive bringing an enormous amalgamation of property finance experience from institutions including Toronto Dominion, Westpac and Mirvac.

Peter’s extensive experience spans residential, commercial and development finance, offering highly specialized skills in strategic plan implementation, as well as a strong working relationship with brokers and aggregators. Peter has been with Thinktank for the past 7 years and holds 37 years Banking and Commercial finance experience gained from ANZ, Members Equity, NAB, St George and his own brokerage business.

Peter Vala B.Comm. P.G.C Mgt

General Manager Partnerships & Distribution - ThinkTank

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TUESDAY 21ST JULY - SESSION AGENDA

The COVID-19 effects on SMSF’s during and exiting the event. Does a company’s cash flow also impact on SMSF transactions?’



11:00 AM 11:05 AM

11:25 AM11:35 AM 11:40AM

2:00 PM 2:05 PM

2:25 PM2:35 PM 2:40 PM

Opening address - Peter Switzer, Switzer Financial Group‘Submission Writing with a CV19 tweak & Commercial Client Interviews – Research and Preparation’ - John Kolyvas, ING ‘Alternate Lending’ - Donelle Brooks, LendClosing remarks - Peter SwitzerClose

Opening address - Peter Switzer, Switzer Financial Group‘Submission Writing with a CV19 tweak & Commercial Client Interviews – Research and Preparation’ - John Kolyvas, ING‘Alternate Lending’ - Donelle Brooks, LendClosing remarks - Peter SwitzerClose


2.5John has been the National Sales Manager for Commercial and Business Lending for ING Bank since 2015. John has over 32 years’ experience in financial services having worked in property finance, business banking and institutional banking during that time in senior relationship roles and regional management roles for both local and foreign banks. During that period John also spent 10 years as a broker, running a Wizard Home Loans Franchise and an Aussie Home Loans Franchise. This experience provided a good insight, into the challenges a residential broker has when dealing with commercial transactions. John utilised this experience to create ING’s Commercial State of Mind workshop. This is a one-day workshop that teaches residential brokers all aspects of commercial lending including prospecting, researching customer, handling client interviews, financial analysis and understanding commercial property valuations. Over the last 2 years, nearly 2,000 residential brokers have completed the workshop nationally.

John KolyvasNational Sales Manager Commercial - ING Bank

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MC Sponsor

WEDNESDAY 22ND JULY - SESSION AGENDA

‘Submission Writing with a CV19 tweak and Commercial Client Interviews – Research and Preparation’



11:00 AM 11:05 AM11:25 AM

11:35 AM11:40 AM

2:00 PM 2:05 PM2:25 PM

2:35 PM2:40 PM 2:45 PM

Opening address - Peter Switzer, Switzer Financial GroupAsset Finance and SME unpacked - Cristian Fedrigo, Get Capital Shifting your business to utilise today’s advanced technology for best practise in commercial lending’ - Donelle Brooks, Lend‘Assisting yours and your borrowers cash flow - Tanya Pead, Speedy Finance Closing remarks - Peter Switzer

Opening address - Peter Switzer, Switzer Financial GroupAsset Finance and SME unpacked - Cristian Fedrigo, Get Capital Shifting your business to utilise today’s advanced technology for best practise in commercial lending’ - Donelle Brooks, Lend‘Assisting yours and your borrowers cash flow - Tanya Pead, Speedy Finance Closing remarks - Peter SwitzerClose off


2.5

Cristian has over 15 years of financial services experience. He has held a variety of senior sales roles at ASX listed companies including Commonwealth Bank, Flexigroup Ltd and Australian Finance Group Ltd. Prior to joining Get Capital, Cristian was the National Sales Manager for asset finance and unsecured lending products at the Australian Finance Group Ltd. He holds a Bachelors degree in business and commerce, specialising in applied finance from WSU. He is currently a member of the MFAA Commercial and Asset Finance committee.

Cristian Fedrigo - Get Capital

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THURSDAY 23RD JULY - SESSION AGENDA

Asset Finance and SME Unpacked

LIVE PANEL SESSION

11:30 AM11:35 AM11:40 AM 11:50 AM12:25 PM12:30 PM

Opening address - Peter Switzer, Switzer Financial GroupPlatinum sponsor – Lend video update

Welcome panellists and brief introduction into each of themQ&A with panellists into their expertise areas and the marketMC Sponsor - Speedy Finance video updateClosing address - Peter Switzer, Switzer Financial Group


Philip ReicheltFounder and Managing Director - TLG

For more than 20 years, Phil Reichelt has channelled his considerable energies into securing optimum deals for tenants across Australian retail, commercial and industrial markets; deals focused always on meeting the specific immediate and future needs of each client’s business.

Phil is a highly-respected and trusted veteran of Australian property. Specialising in well-informed tenant representation, he is straightforward and plain speaking, able to offer sound advice in lease negotiation and acquisitions, management, disposal and future-site strategy. Phil also has extensive experience in planning and executing pragmatic strategies tailored to clients’ tenancy cycles.

A strategic intermediary, Phil has a strong track record for making sound leasing deals. He is as much at home working with aspiring, challenger brands breaking ground in new markets, as he is working with established institutions wanting reliable management of mergers, expansions, relocations and rationalisations.

Perhaps most important for his clients, contact the Tenant Leasing Group and it’s Phil who’ll answer. That’s because he knows the worth of dealing directly with the business owner and why he always makes himself available. In short, Phil consistently delivers maximum value, ever focused on helping ambitious clients get ahead by working smart to realise growth and rapidly create a niche in their sector.

You can get in touch with Phil by calling the Tenant Leasing Group at any time on 0418 961 045 or [email protected] .

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FRIDAY 24TH JULY - SESSION AGENDA

Unfolding COVID-19 Lending Practises/Outcomes/Embracing a new world.

Our Panellists

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Greg Sugars OAMChief Executive Officer and International Director - PRP

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Greg Sugars is the Chief Executive Officer and International Director of Preston Rowe Paterson Australasia, one of Australia’s most experienced and well-regarded property services companies with expertise across the full spectrum of property classes.

Preston Rowe Paterson operate in a number of countries and specialise in valuation and property advisory solutions to a wide range of property decision makers.

Greg is a Fellow of the Royal Institution of Chartered Surveyors and a Fellow of the Australian property Institute.

Greg has been involved with the valuation industry since 1989 and has seen a full range of property cycles (some more than once!). He has been at the forefront of the valuation industry aggregation and technological advances.

A firm believer that the valuation industry has been underselling and under educating its client’s, on what valuers actually do. Greg enjoys the opportunity to present at industry events and universities.

In his spare time Greg hosts the podcasting series ‘PODSHOUT’ and is in the Australian Chair of the international charity, ‘Christina Noble Children Foundation’.

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Supported by · This digital event will be a jam-packed week of short but to the point Commercial Lending sessions MC’d by Peter Switzer. CPD ELIGIBILITY 2.5 • 0.5 CPD hour per