FPA Professionals Congress 2017 – speaker material

Many of these presentations are now available to download via the links below.

PARAPLANNER WORKSHOP
Time	Session Name	Speaker	File
15:00 – 17:00	Paraplanner workshop	Craig Osland	Download
		Rhett Das	Download

 

EVOLVE
Time	Session Name	Speaker	File
Thursday 23 November
11:20 – 12:20	Making sense of the 2017 superannuation changes	David Busoli	Download
13:30 – 14:30	Exploring your best interest duty in practice	Tony Sandercock CFP® Lisa Weissel CFP®	Download
14:40 – 15:40	Designing alternative investment strategies to superannuation	Cristean Yazbeck Chhai Ung	Download
16:30 – 17:30	Estate planning – the transfer of wealth post July 2017	Scott Hay-Bartlem	Download
Friday 24 November
9:40 – 10:40	The rise and rise of aged care	Louise Biti CFP® Jacqui Hayes	Download
11:00 – 12:00	Risk insurance: the stakes are high	Col Fullagar Mark Everingham CFP® Ian Gray	Download

 

Engage
Time	Session Name	Speaker	File
Thursday 23 November
11:20 – 12:20	How society and business will evolve	Bernard Salt AM	Download
13:30 – 14:30	Make visual agreements to create more meaning	Robert de Rooy	Download
14:40 – 15:40	Thriving in the tough conversations	Alison Hill	Download
16:30 – 17:30	Being fearless in ethical decision-making	Omer Soker	Download
Friday 24 November
9:40 – 10:40	Managing conflict	The Decent People	Download
11:00 – 12:00	Be the digital boss of your marketing and social media	Adele Martin CFP®	Download
		Corey Wastle CFP®	Download
		Adrian Patty AFP®	Download

 

Grow
Time	Session Name	Speaker	File
Thursday 23 November
11:20 – 12:20	Ethics of intergenerational advice	Dr June Smith	Download
13:30 – 14:30	Fintech – powering innovation in delivering advice	Benjamin Marshan CFP® Adrian Patty Caroline Bell CFP®	Download
14:40 – 15:40	Panel discussion: Practice owners share their winning business ideas	Philippa Elliott CFP® Michelle Tate-Lovery CFP® Anne Graham CFP®	Download
16:30 – 17:30	Being compliant and efficient – how hard can it be?	Kaori Brown CFP® Rhett Das	Download
Friday 24 November
9:40 – 10:40	FPA policy update and meet the regulators – TPB and ASIC	Benjamin Marshan CFP® Julie Berry CFP® Joanna Bird	Download
11:00 – 12:00	Client engagement – putting emotional intelligence to work	Dr Helen Parker	Download

 

inspire
Time	Session Name	Speaker	File
Thursday 23 November
11:20 – 12:20	Getting your direction clear	Dr Louise Mahler	Download
13:30 – 14:30	The science and practice of mindfulness	Dr Craig Hassed MBBS, FRACGP	Download
14:40 – 15:40	Becoming pressure proof	Michael Licenblat	Download
16:30 – 17:30	Building your career on strong foundations	Brennon Dowrick	Download
Friday 24 November
9:40 – 10:40	Gain energy, improve productivity and achieve balance	Michele Chevalley Hedge	Download
11:00 – 12:00	Implementing ideas – convert your learnings into action	Nils Vesk	Download

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