V5: 23.1.2015 1

WEDNESDAY 18 MARCH

TIME SESSION TYPE ME BANK LEARNING LAB

8:00am – 9:30am

AIST AGM & MEMBER ONLY BRIEFING (INCLUDES BREAKFAST)

10:00am – 10:15am

CONFERENCE OPEN Speaker: Tom Garcia, Chief Executive Officer, AIST Location: Arena 1

10:15am – 11:40am

PLENARY 1: WORKING IN 2030

What will the Australian workplace look like in 2030? Which sectors of the economy will be thriving and what new skills will be needed? How will changing demographics affect the labour force and what could this mean for your fund? Back by popular demand, the inimitable Tony Jones will facilitate a Q&A debate across a diverse panel of eminent workplace commentators. Future trends in the workplace. What policy changes are needed now? How will the changes intersect with superannuation? Panel: Ged Kearney, President, ACTU Jan Owen AM, Chief Executive Officer, Foundation for Young Australians Bernard Salt, Partner, KPMG Bill Scales AO Innes Willox, Chief Executive, Australian Industry Group Peter Wilson AM, Chairman, Australian Human Resources Institute; Director, Vision Super Facilitator: Tony Jones, Host, Q&A Location: Arena 1 Including the Trustee of the Year Award presentation proudly supported by our Premium Partner

V5: 23.1.2015 2

11:50am – 12:30pm

FORUMS

FORUM 1: TBA

FORUM 2: GLOBAL AND DOMESTIC ECONOMIC OVERVIEW

Session details coming soon. Location: Arena 1

Leading economists will share their key insights on where Australia’s economy is heading and what’s in store on the global front. Find out what markets to avoid and where tomorrow’s growth lies. Latest on the Australian economic

outlook. Overview of global markets. Where to find value and returns for

your members. Speakers: Paul Bloxham, Chief Economist, HSBC Australia and New Zealand Stephen Walters, Chief Economist, J.P. Morgan Australia Chair: Sam Sicilia, Chief Investment Officer, HOSTPLUS

Location: Arena 2

ME BANK LEARNING LAB: Sessions and Speakers coming soon…

12:30pm – 1:10pm

LUNCH Location: CMSF Central

1:15pm – 1:55pm

FORUMS

FORUM 3: TAPPING INTO THE REGULATORS’ RADAR

FORUM 4: IT’S THEIR RETIREMENT

Don’t be left in the dark on key regulatory issues concerning your fund. In this session, APRA’s Helen Rowell and ASIC’s Greg Tanzer will provide the latest on key regulatory issues such as investment portfolio investment disclosure and MySuper and Choice product dashboards. Gain a greater understanding of

The big question is - how can funds help their members develop a customised financial roadmap to enjoy their retirement? This session is aimed at exploring global trends for retirement income streams, thinking about draw down strategies and how funds need to start looking beyond their own backyard if they truly want to

ME BANK LEARNING LAB: Location: CMSF Central Learning Lab 1:15pm Paul Bloxham, Chief Economist,

V5: 23.1.2015 3

what’s expected of funds. Learn about impending regulatory

change. Opportunity to ask questions and get

clarity on sticking points.

Speakers: Helen Rowell, Member, APRA

Greg Tanzer, Commissioner, ASIC Moderator: Tom Garcia, Chief Executive Officer, AIST Location: Arena 1

provide an individual and relevant retirement solution for members. Learn more about Investment

strategies for retirement portfolios.

Ideas for building a decumulation strategy.

Understand the implications of the draw down phase.

Speakers: Lesley-Ann Morgan, Head of Global Strategic Solutions, Schroders Anne Richards, Chief Investment Officer, Aberdeen Asset Management Moderator: Ellen Fanning, Journalist Location: Arena 2

HSBC Australia and New Zealand Stephen Walters, Chief Economist, J.P. Morgan Australia

2:00pm – 2:50pm

CONCURRENT STREAM 1

MEMBER EXPERIENCE: HOW MEMBERS CAN GIVE YOU A COMPETITIVE ADVANTAGE

FUND INVESTING: THE WISDOM OF CROWDS

CLOSED SESSION: PRI AUSTRALIA MEETING

Digital agency CHE Proximity will use case studies from like industries to demonstrate how targeted digital mediums have changed consumer behaviour by providing further insight than ever before. Role of digital marketing in

member engagement/ custom acquisition.

Case studies on marketing low engagement products.

Standing out in the competitive environment.

Speaker:

Social networks play a role in decision making for many people every day, so what role could an online social network play in helping individuals make investment decisions? During this session we will explore the role online investor communities are playing in driving SMSF engagement and the real impact of making your decisions with the click of a mouse. Gain insight into how

SMSFs are using

Open to PRI Signatories only. Location: Room 9, First Floor

ME BANK LEARNING LAB Location: CMSF Central 2:50pm Trustee Director Course (TDC) Overview Speaker: Meegan George, Executive Manager – Education, AIST

V5: 23.1.2015 4

Chris Howatson, Managing Director, CHE Proximity Chair: Kate Andrews, FAIST, Executive Manager – Marketing Strategy, Marketing and Communications, HESTA and AIST Board Member Location: Room A, Ground Floor Member Experience Stream supported by

crowdsourcing on investment platforms.

How peer to peer investing can influence behaviour.

Gen X, Gen Y and Baby Boomer self-directed investment trends.

Speakers: Tony Nejasmic, Division Director, Macquarie Andrew Proebstl, Chief Executive, legalsuper Andrew Ward, Founder and Managing Director, SelfWealth Ltd Location: Room 7, First Floor Fund Investing Stream supported by

2:50pm – 3:10pm

EXHIBITION BREAK & AFTERNOON TEA continues Location: CMSF Central

3:15pm – 4:15pm

CONCURRENT STREAM 2

MEMBER SERVICES: CONFESSIONS FROM A CALL CENTRE

FUND LEADERSHIP: THE GOVERNANCE OF BRAND

Join the director of contact centre operations of Auto and General, Gerry O’Shaughnessy, as he shares insights into the customer experience of an award-winning outbound contact centre. O’Shaughnessy will provide case models and share learnings from Auto and General. How to design your business model

What role should a board play in your fund’s brand? Leading marketing and public relations company, Ogilvy, teams up with the chair of retailing giant Wesfarmers to provide key insights. How boards and executive teams

can safeguard the brand and value of their business.

Determining the level of

involvement your board should

EXHIBITION BREAK & AFTERNOON TEA continues Location: CMSF Central ME Bank Learning Lab 3:15pm Andrew Ward, Founder and

V5: 23.1.2015 5

with a customer experience filter in place.

Customer Journey Mapping - how & where to make a start.

How to tune your business to listen, learn & prosper.

Speaker: Gerry O'Shaughnessy, Director, Contact Centre Operations, Auto & General Holdings Pty Ltd

Chair: Graeme Arnott, Deputy Chief Executive Officer, First State Super Location: Room 5, First Floor

have on brand.

Making decisions on sponsorship

and a fund spokesperson.

Speaker: Dr Bob Every AO, Chair, Wesfarmers Mark Sareff, Chief Strategy Officer, Ogilvy Australia Chair: Lisa Samuels, Manager, Marketing and Strategy, NGS Super Location: Room C, Ground Floor

Managing Director, SelfWealth Ltd Tony Nejasmic, Division Director, Macquarie

4:20pm – 5:20pm

PLENARY 2: DOES SUPER HAVE ANOTHER ROLE?

As the super savings pool grows, this session will explore whether super has a broader social role beyond its core role as a retirement savings vehicle. Industry thought leaders will provoke and challenge your thinking about super, the sole purpose test and more. Is regulation stifling innovation? Is there a role for super in aged care and health services? Social VS investment returns – what does fiduciary responsibility really mean? Panel: Alex Dunnin, Executive Director of Research & Compliance, Rainmaker Group Dr Rosemary Kelly, Trustee Director, First State Super Nick Sherry, FAIST, Senior Advisor Superannuation and Pensions, Citi and former Superannuation Minister Garry Weaven, FAIST, Chair, IFM Investors Moderator: Ellen Fanning, Journalist Location: Arena 1

5:30pm – 6:30pm

WELCOME RECEPTION Location: CMSF Central Proudly supported by our Premium Partner

V5: 23.1.2015 6

THURSDAY 19 MARCH

TIME SESSION TYPE ME BANK LEARNING LAB

9:00am – 10:00am

PLENARY 3: THE SECRETS TO DIGITAL SUCCESS

Of any industry in Australia, finance is ripe for disruption. This not-to-be missed plenary will highlight the power of data and digital and explore how disruptive technologies will fundamentally shift the way you connect with your members. Learn how digital and data are driving the customer experience. Get tips on working around the internal and external barriers to innovation. Hear how cognitive computing systems will challenge traditional engagement models. Speakers: Colin Barnard, Finance Industry Leader, Google Stephen Forth, Managing Director, SapientNitro David Maunsell, Managing Director, Accenture Digital, Australia & New Zealand Moderator: Ellen Fanning, Journalist Location: Arena 1

10:10am – 11:10am

CONCURRENT STREAM 3

MEMBER EXPERIENCE: THE INFORMATION PATHWAY - SUNSUPER’S INFORMATION EVOLUTION

FUND INVESTING: GLOBAL EQUITY TRENDS

CHAIRS’ FORUM

The importance of adopting an Information Strategy is well-recognised, but the hard part is the execution and assessment of the strategy. Join Sunsuper as they outline their own Information evolution – from the methodology needed, the cultural journey undertaken, along with the technology required.

As Australian superannuation funds exhaust their allocation in local equities, what are the opportunities in the global market and how can funds maximise their potential? Join our thought leaders for a discussion on the current state of equities exposure for Australian funds, the impact of a capacity constrained environment and how pension

Chairs’ Forum to discuss latest developments and implications re Government mandating of independent trustees. Open to Chairs only. Location: Room 9,

ME BANK LEARNING LAB: Location: CMSF Central Learning Lab 10:30am Colin Barnard, Finance Industry Leader, Google

V5: 23.1.2015 7

Learn how a large fund

overhauled their IT infrastructure.

Tips on how to engage staff in the IT transformation process.

See how transforming data capture and analytics can put you on the right track to member centricity.

Speakers: Kirill Eremenko, Data Scientist, Sunsuper Trevor Govender, Manager, Information Management, Sunsuper Nathan Pilgrim, Manager, Technical Services, Sunsuper Chair: Graham Sammells, Chief Executive Officer, IQ Group Location: Room A, Ground Floor Member Experience Stream supported by

funds can embrace global equities. Understand Trustees’

considerations for global investments, and the current market concentration in the Australia and overseas benchmarks.

Discover how institutional investors in the UK are approaching the global equities challenge.

Learn about the next generation of global index investing.

Panel: Laurence Irlicht, Investment Director, IFM Investors Aidan Puddy, Global Head of Indexed Equities, IFM Investors Niall Quinn, Managing Director & President, Eaton Vance Management (International) Ltd (UK) Chair: TBA Location: Room 7, First Floor

Fund Investing Stream supported by

First Floor

MEMBER SERVICES: ADVICE - THE BEST SOLUTIONS FOR MEMBERS

FUND LEADERSHIP: RISING STARS ON THE FUTURE OF SUPER

The advice landscape is changing rapidly and getting the right solution for members'

Join this Q&A session where some of the industry’s emerging Gen Y leaders provide

David Maunsell, Managing Director, Accenture Digital, Australia & New Zealand ME BANK LEARNING LAB: Sessions and Speakers coming

V5: 23.1.2015 8

can be challenging. Advice is by nature a personal matter and the traditional face to face delivery is not necessarily the most viable or effective channel for all members. In some cases digital 'Robo' solutions are being heralded as the way of the future because of the demand of speed of service delivery, cost and convenience. This session will explore the following issues: What do we know about what

members want. Traditional methods of advice - have

they had their day. Advice in a digitally sophisticated world.

Speakers: Bill Danaher, Chief Executive Officer, Industry Fund Services Dr Johann Ponnampalam, Principal Consultant, Forethought Chair: Robbie Campo, GAIST, Deputy Chief Executive, Industry Super Australia Location: Room 5, First Floor

their vision of where super is going and where it needs to head. How do super’s future leaders see the

evolution of fund engagement, investment and leadership?

What do funds need to address now to remain relevant for the next 20 years?

How will the Gen Y and Millennial leadership style change the future of super funds?

Speakers: Luke Fraser, Relationship Manager, Business Development and Distribution, QSuper Zoe Heath, Client Relationship Manager, First State Super Megan Pham, Chief Investment Officer AMISTSUPER Chair: Paul Sayer, Chief Executive Officer, TWUSUPER Location: Room C, Ground Floor

soon… Location: CMSF Central

11:10am – 11:40am

MORNING TEA Location: CMSF Central

11:45am – 12:45pm

CONCURRENT STREAM 4

MEMBER EXPERIENCE: BUILDING A BRAND ON TECHNOLOGY

FUND INVESTING: RISKY BUSINESS - COPING WITH A LOW INTEREST RATE ENVIRONMENT

CEO SESSION

Technology is providing new opportunities to transform brands by creating customer experiences that can surprise and delight. Harnessing the use of technology can separate brands in a

The low global interest rate environment has seen many pension funds increase their risk appetite. This session will explore what governance funds need to put around

Open to CEO’s only. Location: Room 9, First Floor

ME BANK LEARNING LAB: Sessions and Speakers coming soon… Location: CMSF Central

V5: 23.1.2015 9

homogenous market. ME Bank Chief Marketing Officer, Rebecca James, discusses the opportunities that technology is providing traditional industries like the financial sector. How technology is becoming

a key brand differentiator. What to consider when

building a brand on technology.

How technology can be adopted into the financial services sector.

Speaker: Rebecca James, Chief Marketing Officer, ME Bank Chair: Carolyn Johnson, Head of Marketing, HOSTPLUS Location: Room A, Ground Floor Member Experience Stream supported by

investment risk decision-making, and how investment risk decisions can best be implemented. Learn how to assess

whether your fund needs to take on more risk, and what form should that risk take.

Learn how to forecast risk for the future and measure and monitor risk exposure across the portfolio.

Consider which assets are most appropriate for your fund.

Speakers: TBA Chair: Daniel Cheever, Head of Superannuation, State Street Location: Room 7, First Floor Fund Investing Stream supported by

MEMBER SERVICES: MANAGING YOUR SUPERSTREAM RELATIONSHIPS

FUND LEADERSHIP: CHANGE MANAGEMENT AND CULTURE FOR BOARDS

While people assume that SuperStream is about the back office and technology, it is just as much about managing transactions and relationships between funds and employers.

What framework do super fund boards need to develop to deal with the raft of changes that will be directly impacting boards.

ME BANK LEARNING LAB: Sessions and Speakers coming soon… Location: CMSF Central

V5: 23.1.2015 10

This session will look at how funds have managed those relationships with employers and key intermediaries. Exploiting opportunities to improve

relationships in a time of rapid change and uncertainty.

Case studies from LUCRF and REST on how they managed the transition.

Managing relationships with intermediaries to keep control of your responsibilities.

Speakers: Charlie Donnelly, Chief Executive Officer, LUCRF Super Damian Hill, Chief Executive Officer, REST Industry Super Sarah O’Brien, Senior Manager Advocacy, Operations and Business Sponsor, Mandatory Data Standards, Commonwealth Bank of Australia Chair: David Haynes, FAIST, Executive Manager - Policy, AIST Location: Room 5, First Floor

Speaker: Steven Bowman, Managing Director Conscious Governance Location: Room C, Ground Floor

12:45pm – 1:45pm

LUNCH Location: CMSF Central

V5: 23.1.2015 11

1:45pm – 2:25pm

FORUMS

FORUM 5: WHAT TYPES OF PEOPLE ARE BEST SUITED TO MANAGING INVESTMENTS?

FORUM 6: THE ANATOMY OF A HACK

What personality traits produce the most successful investors? Recently voted one of the Top 10 most influential academics in the world for institutional investing, Jack Gray will discuss how a person’s temperament can influence their investment success across different asset classes. Insight into the latest research on

successful investing. How to pick the right people to manage

your fund’s money. Temperament versus intellect – what

matters most? Speaker: Jack Gray, Independent Adviser Moderator: Warwick Boys, GAIST, Head of Institutional Business, Fidelity Location: Arena 1

Imagine being the target of an online attack that was so severe your fund could no longer operate. Distribute IT went into meltdown after a hacker infiltrated their systems – the result was so devastating that the company was ultimately sent into liquidation. Cyber security is no longer just the responsibility of your administrator and this session with Distribute IT founder Carl Woerndle will challenge your assumptions and teach you how to minimise risks. Distribute IT case study: what went wrong

and what your fund can learn. Immediate steps to reduce risk of cyber

threats. Gain an understanding of key concepts in

cyber security. Speaker: Carl Woerndle, Cyber Security Advisor, Deloitte Touche Tohmatsu Moderator: Ellen Fanning, Journalist Location: Arena 2

ME BANK LEARNING LAB: Location: CMSF Central 1:45pm Rebecca James, Chief Marketing Officer, ME Bank 2:00pm Kirill Eremenko, Data Scientist, Sunsuper Trevor Govender, Manager, Information Management, Sunsuper Nathan Pilgrim, Manager, Technical Services, Sunsuper

2:30pm – 3:30pm

CONCURRENT STREAM 5

MEMBER EXPERIENCE: CHANNEL MARKETING: WHICH ONE REIGNS SUPREME

FUND INVESTING: VALUE VS. PRICE: MEGATRENDS AND MARKET INTEGRITY

Which communication channels work best for acquisition and retention? In late 2013, Australia Post set out to canvass the beliefs

“Price is what you pay; value is what you get.” A full understanding of the value of a security includes evaluating environmental and social

ME BANK LEARNING LAB: Location: CMSF Central Learning Lab

V5: 23.1.2015 12

held by more than 300 Australian marketers into which channels are preferred by their consumers. The results have been compared and contrasted with the views of consumers, and Jodie Sangster, CEO, ADMA will tell you about these interesting findings. Learn which channel will deliver for

your fund. Compare and contrast survey findings

across super, banking and insurance. The role channel selection plays in

growing market share and brand equity.

Speaker: Jodie Sangster, Chief Executive Officer, ADMA (Association for data-driven marketing & advertising) Chair: Tim Anderson, Executive Manager, Product and Marketing, UniSuper Location: Room A, Ground Floor Member Experience Stream supported by

megatrends such as demography, resource scarcity and income inequality. This session provides an oversight of some of these trends and discusses the opportunities for funds to ensure that the investment system is beneficiary orientated and focussed on the long term. Drivers of long-term risks and

opportunities that the markets can

overlook.

How to value long-term investments.

The role of investors in shaping public

policy.

Speakers: Gordon Hagart, Chief Executive Officer, Australian Council of Superannuation Investors Dr Matthew Kiernan, Founder and Chief Executive, Inflection Point Capital Management UK Ltd Chair: Jack Gray, Independent Adviser Location: Room 7, First Floor Fund Investing Stream supported by

INFORMATION SESSION ON AIST’S MENTORING PROGRAMS

TAX ROUND TABLE - TAX TRANSPARENCY ISSUES FOR SUPER FUNDS

Mentoring is an effective way of helping people to progress in their careers – advice and guidance for mentees, and a way to give back and develop coaching skills for mentors. This session is suited to anyone wanting to learn more about AIST’s

International tax arrangements are being updated by the OECD, G20 and individual countries to keep up with modern business practices, and to ensure governments get their fair share of tax. The public debate about a possible “Google tax” and profit

2:45pm Carl Woerndle, Cyber Security Advisor, Deloitte Touche Tohmatsu

V5: 23.1.2015 13

mentoring program – Mentoring@AIST. Meet past and present participants from

AIST’s leadership programs. Learn about the value and experiences

achieved by mentoring programs. Discover what is involved in being a

mentor or mentee. Speakers: TBA Moderator: Eva Scheerlinck, GAIST, Executive Manager – Leadership and Governance, AIST Location: Room 4, First Floor

shifting has made the front pages. What is planned? What are the implications for your fund’s investments? (eg, governance & offshore operations). What does this mean for tax management of super funds? (eg, use of dividend imputation & tax-effective offshore vehicles). This session will help answer the big questions. Speakers: David Haynes, FAIST, Executive Manager - Policy, AIST Paul Murphy, Executive Manager, Institutional Investments & Policy, ACSI Grant Wardell-Johnson, Partner, Australian Tax Centre, KPMG Location: Room 9, First Floor

3:35pm – 3:55pm

EXHIBITION BREAK & AFTERNOON TEA Location: CMSF Central

EXPO BREAK & AFTERNOON TEA continues

4:00pm – 5:00pm

CONCURRENT STREAM 6

MEMBER SERVICES: BEYOND CUSTOMER DEMOGRAPHICS –

FUND LEADERSHIP: TO MERGE OR NOT TO MERGE?

AIST RESEARCH

Full details coming soon. Speaker: TBA Chair: Peter Treseder, Education Manager – Victoria, AustralianSuper Location: Room 5, First Floor

Scale, sustainability and the best interests of members are all questions that need to be considered in the context of whether a fund should merge. In this session, Cath Bowtell will share her first-hand experience of implementing a merger of AGEST into AustralianSuper and share her thoughts on mergers and

AIST and Mercer have developed the AIST-Mercer Super Tracker that will set the benchmark for evaluating the Australian super system. The Super Tracker provides an objective method for measuring the costs and benefits of the system, including the ability to see how potential

ME BANK LEARNING LAB: Sessions and Speakers coming soon… Location: CMSF Central

V5: 23.1.2015 14

other cooperative arrangements. Understand the decision

making process of getting to the point of pursuing a merger.

Learn about the strategic and practical aspects of undertaking a merger.

Listen to the alternatives to undertaking a merger.

Speaker: Cath Bowtell, Director, Industry Fund Services. Chair: TBA Location: Room C, Ground Floor

changes affect the system. Gain an overview of

the new AIST-Mercer Super Tracker.

Learn how issues such

as the gender gap, adequacy and fairness of super can be tracked.

Understand how the

tracker can bring value for future planning.

Speakers: David Knox, Senior Partner, Mercer Karen Volpato, GAIST, Senior Policy Adviser, AIST Location: Room 9, First Floor

6:30pm – 7:00pm

PRE DINNER DRINKS

7:00pm – 10:00pm

CONFERENCE DINNER Location: Gold Coast Convention and Exhibition Centre Proudly supported by our Major Events Partner ME Bank

10:00pm til late

NETWORKING FUNCTION

V5: 23.1.2015 15

FRIDAY 20 MARCH

TIME SESSION TYPE 9:00am – 9:40am

PLENARY 4: GLOBAL PENSION FUNDS UNDER THE SPOTLIGHT

Hear from leading representatives of the international pension community as we go beyond the structure of pension systems and have a meaningful discussion about the way their funds are evolving, growing and innovating to meet the needs of their current and future members. Learn how international funds are tackling post-retirement. Hear about new investment horizons. Is FUM and scale the answer? Panel: John Panagakis, Head of Asset Management Business Development, TIAA-CREF Asset Management Joanne Segars, Chief Executive, National Association of Pension Funds Moderator: Ellen Fanning, Journalist Location: Arena 1

9:45am – 10:45am

CONCURRENT STREAM 7

MEMBER EXPERIENCE: FROM DATA TO ENGAGEMENT - A 4 POINT PLAN

FUND INVESTING: WHAT’S HIDING IN YOUR FUND? THE HIDDEN COSTS THAT HOLD BACK YOUR MEMBERS’ RETURNS

This panel discussion will deliver a 4 point plan for funds to start pulling their data sources together and analysing the information into useable data visualisations to support their member engagement activities. How to create a ‘single point of truth’ for your

data. Finding trends in your data. The importance and application of data

visualisation. Panel: Mac Bryla, Sales Consultant, Tableau Software Jeff Dermann, Head of Strategy, Guerrilla Linda Zeelie, Manager ICT, Statewide

For too long, funds have focused only on the costs that are disclosed to members, however these are a mere fraction of the extent of costs that eat away at member returns. This session reveals some hidden costs within funds, including brokerage rates paid by managers and costs of doing FX trades, and will provide strategies to stamp out waste, for the benefit of members.

Learn the hidden costs within funds, and why they

have persisted. Explore how these costs can be measured and

managed. Learn the regulator’s perspective on these items. Speakers: David Hartley, Chief Investment Officer, Sunsuper

V5: 23.1.2015 16

Chair: William Fraser, Managing Director, Investor Services, Asia Pacific, J.P. Morgan Location: Room A, Ground Floor Member Experience Stream supported by

Ged Fitzpatrick, Senior Executive Leader, Investment Managers and Superannuation, ASIC Raewyn Williams, Director of Research and After-Tax Solutions, Parametric Chair: Graeme Mather, Market Leader - Investment Consulting, Australia and New Zealand, Mercer Location: Room 7, First Floor Fund Investing Stream supported by

MEMBER SERVICES: A NEW ‘ROAD-MAP’ FOR BEST PRACTICE IN MENTAL HEALTH CLAIMS

FUND LEADERSHIP: CEO PANEL

SuperFriend is developing a best-practice framework for the management of psychological claims, specifically for the Group Life insurance sector. The project aims to deliver an evidence-informed and practice based framework for implementation by Insurers and Trustees that will improve the claims experience of super fund members, particularly those affected by, or at risk of mental illness. Join a panel of speakers who will discuss how the framework will work and the expected benefits for the industry. Examine the current mental health claims

management landscape both here and internationally.

Look at opportunities for innovation and potential barriers.

Understand the new framework and how your fund and insurer can use it and measure your results.

Speakers:

Full details coming soon. Speakers: Julieanne Alroe, Chief Executive Officer & Managing Director, Brisbane Airport Corporation Pty Limited Dan Musson, Chief Executive Officer, AIM Moderator: Ellen Fanning, Journalist Location: Room C, Ground Floor

V5: 23.1.2015 17

Professor Niki Ellis, Lead Project Consultant, NE&A Pty Ltd David Sagar, Managing Director, IPAR Rehabilitation Chair: Margo Lydon, Chief Executive Officer, SuperFriend Location: Room 5, First Floor

10:45am – 11:15am

MORNING TEA Location: CMSF Central

11:15am – 12:15pm

FORUMS

FORUM 7: FROM FUND TO FINANCIAL SERVICES POWER HOUSE

FORUM 8: TO BE ADVISED

TIAA-CREF started out offering retirement services to teachers nearly 100 years ago. Today, the company is a North American financial services power house with over 9000 employees and more than $600 billion funds under management. This session will provide an overview of the TIAA-CREF story and the company’s insights into future trends in financial services. How calculated risk-taking pays off. The need to innovate and re-position your

organisation. Future trends in financial services and post-

retirement. Speaker: John Panagakis, Head of Asset Management Business Development, TIAA-CREF Asset Management Moderator: Tom Garcia, Chief Executive Officer, AIST Location: Arena 1

Full details coming soon. Location: Arena 2

12:15pm – 1:15pm

PLENARY 5: SUPER TED - THREE SPEAKERS TALK FAST ON THREE HOT TOPICS

Around the world TED speakers are known as some of the most engaging speakers, thinkers, doers and

V5: 23.1.2015 18

thought-generators. In this session three TED speakers will present rapid-fire 15 minute TED-style presentations on the key areas of fund operation. Themes include solving problems, generating capital for good social outcomes, and planning for an

uncertain future. Simplified, authentic storytelling that will leave you wanting more. Speakers: Dr Stefan Hajkowicz, Principal Scientist - Strategy & Foresight, CSIRO Sandy McDonald, Director, Get It Right Online; Founder, Why You Must Blog Speaker 3 - TBA Moderator: Ellen Fanning, Journalist Location: Arena 1

1:15pm – 1:25pm

CONFERENCE CLOSE

1:25pm – 2:00pm

LIGHT LUNCH