CMSF 2015 Program V7 @01_02_15
TUESDAY 17 MARCH
CMSF 2015 CHARITY GOLF DAY
11:30am
12:30pm
Registration and light lunch
Shotgun start
Further information and registration available here.
Location: Links Hope Island, Hope Island Road, Hope Island, QLD
WEDNESDAY 18 MARCH
TIME
8:00am –
9:15am
SESSION TYPE
AIST AGM & MEMBER ONLY BRIEFING (INCLUDES BREAKFAST)
Panel:
Debby Blakey, FAIST, Chief Executive Officer, HESTA
Andrea Forbes, Executive General Manager - Strategy, Education and External Relations, Sunsuper
David Smith, Trustee Director, Energy Super; AIST Board Member
Facilitator: Tom Garcia, Chief Executive Officer, AIST
Location: Room A, Ground Floor
9:45am –
10:15am
CONFERENCE OPEN
Speaker: Tom Garcia, Chief Executive Officer, AIST
Conference Open will include a tribute to Mavis Robertson AM
Location: Arena 1, Ground & First Floor
10:15am –
11:25am
PLENARY 1 – WORKFORCE 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 superannuation and your fund?
Back by popular demand, the inimitable Tony Jones will facilitate a Q&A debate across a diverse panel
of eminent workplace commentators.



V25: 12.03.2015
Future trends in workforce participation and demographics.
Impact of technology, globalisation and immigration on the future of work.
Potential impacts on superannuation and your members’ needs.
1
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, Ground & First Floor
11:35am –
12:15pm
FORUM 1:
FORUM 2:
SUPERANNUATION IN 2025
GLOBAL AND DOMESTIC ECONOMIC
OVERVIEW
The world we are planning for today,
will be very different in ten years’
time.
AIST and BNP Paribas have surveyed
the Australian Superannuation
industry to ask: What do you think
the industry will look like in 2025?
This important research considers the
future shape of our industry and how
it interacts with the community and
economy, as well as how funds can
maximise opportunities and
overcome challenges.
Find out what your peers predict
2025 will look like in terms of:



Economic conditions and risk
factors.
Regulation.
Member engagement and new
technology.
Speakers:
Jayne Ker, Relationship Manager,
BNP Paribas Securities Services
Guy McKanna, Head of Corporate
Affairs, BNP Paribas, Australia & New
Zealand
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:
Mark Wills, Head of ISG, Asia
Pacific ex-Japan , Investment
Solutions Group, State Street
Stephen Walters, Chief Economist,
J.P. Morgan Australia
Moderator: Sam Sicilia, Chief
Investment Officer, HOSTPLUS
Location: Arena 2, Ground Floor
Moderator: Tom Garcia, Chief
Executive Officer, AIST
Location: Arena 1, Ground & First
Floor
12:15pm –
1:10pm
V25: 12.03.2015
LUNCH
Location: CMSF Central, Halls 1 & 2, Ground Floor
2
ME BANK
LEARNING LAB:
11:35am
Towers Watson Digital Strategy:
UniSuper Case
Study.
11:55pm
CommInsure - Best
practice return to
work management
for sick or injured
members.
Location: CMSF
Central, Halls 1 & 2,
Ground Floor
1:15pm –
1:55pm
FORUM 3:
FORUM 4:
TAPPING INTO THE REGULATORS’
RADAR
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.



Gain a greater understanding of
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: Louise du Pre-Alba, Head
of Policy, AustralianSuper
Location: Arena 1, Ground & First
Floor
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 drawdown
strategies and how funds need to
start looking beyond their own
backyard to provide an individual and
relevant retirement solution for
members.



Investment strategies for
retirement portfolios.
Ideas for building a
decumulation strategy.
Understand the
implications of the
drawdown phase.
ME BANK
LEARNING LAB:
1:15pm
Q & A with Paul
Bloxham and
Stephen Walters
from Forum 2:
Global and Domestic
Economic overview.
1:35pm
Veda - Cyber Crime:
protecting your
fund.
Location: CMSF
Central, Halls 1 & 2,
Ground Floor
Speakers:
Lesley-Ann Morgan, Head of
Global Strategic Solutions,
Schroders
Anne Richards, Global Chief
Investment Officer, Aberdeen
Asset Management
Moderator: Ellen Fanning,
Journalist
Location: Arena 2, Ground Floor
2:00pm –
2:50pm
CONCURRENT STREAM 1 (Afternoon tea will be available in CMSF Central from 2:00pm)
MEMBER EXPERIENCE:
FUND INVESTING:
HOW MEMBERS CAN GIVE YOU A COMPETITIVE
ADVANTAGE
THE WISDOM OF CROWDS
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.
What role could an online social network play in
helping individuals make investment decisions?
This session explores the role online investor
communities are playing in driving SMSF
engagement and the real impact of making
decisions with the click of a mouse.




V25: 12.03.2015
Role of digital marketing in member
engagement/custom acquisition.
Case studies on marketing low engagement
products.
Standing out in the competitive environment.
3


Gain insight into how SMSFs are using
crowdsourcing on investment platforms.
How peer to peer investing can influence
behaviour.
Gen X, Gen Y and Baby Boomer self-directed
investment trends.
Speaker:
Chris Howatson, Managing Director, CHE
Proximity
Chair: Kate Andrews, Executive Manager Marketing Strategy, HESTA; AIST Board Member
Location: Room A, Ground Floor
Speakers:
Tony Nejasmic, Division Director, Macquarie
Andrew Proebstl, Chief Executive, legalsuper
Andrew Ward, Founder and Managing Director,
SelfWealth Ltd
Chair: Robyn Petrou, FAIST, Chief Executive
Officer, Energy Super
Member Experience Stream supported by
Location: Room 7, First Floor
Fund Investing Stream supported by
WORKSHOP:
ME BANK LEARNING LAB:
PRI AUSTRALIA – Closed session
Please note: This session is open to PRI
Signatories only.
Interested in where Australia sits compared to
other countries when it comes to ESG
integration? This session will update you on the
big ESG issues – both global and local - as well as
key findings from the latest PRI report.
2:00pm
Q & A with Lesley-Ann Morgan and Anne
Richards from Forum 4: It's their retirement.
2:20pm
ClearPoint - Tools and techniques to manage the
fire hydrant of data in your fund.
Location: CMSF Central, Halls 1 & 2, Ground Floor
Speaker:
Fiona Reynolds, FAIST, Managing Director, PRI
Moderator: Louise Davidson, FAIST, Chair, PRI
Australia Network & ESG Investment Manager,
Cbus
Location: Room 9, First Floor
2:50pm –
3:10pm
EXHIBITION BREAK & AFTERNOON TEA CONTINUES
Location: CMSF Central, Halls 1 & 2, Ground Floor
ME BANK
LEARNING LAB:
2:50pm
Outsourcing Toolkit
launch with AIST and
Mills Oakley.
3:15pm –
4:15pm
V25: 12.03.2015
CONCURRENT STREAM 2 (Exhibition break & afternoon tea will continue throughout this series)
MEMBER SERVICES:
FUND LEADERSHIP:
CONFESSIONS FROM A CALL CENTRE
THE GOVERNANCE OF BRAND
ME BANK
LEARNING LAB:
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
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
3:15pm
Q & A with Tony
Nejasmic, Andrew
Proebstl and Andrew
Ward from Fund
4
outbound contact centre.
O’Shaughnessy will provide case
models and share learnings from
Auto and General.



How to design your business
model 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
Wesfarmers to provide key
insights.
Investing: The
Wisdom of Crowds.

3:35pm
Moneysoft – Impact
of Technology on
Member
Engagement and
Retention.


How boards and executive
teams can safeguard the
brand and value of their
business.
The level of involvement your
board should have on brand.
Making decisions on
sponsorship and a fund
spokesperson.
Speakers:
Dr Bob Every AO, Chair,
Wesfarmers
Mark Sareff, Chief Strategy
Officer, Ogilvy Australia
3:55pm
Bravura - Alternative
administration
options in a
shrinking market.
Location: CMSF
Central, Halls 1 & 2,
Ground Floor
Chair: Lisa Samuels, Manager,
Marketing and Strategy, NGS
Super
Location: Room C, Ground Floor
4:20pm –
5:20pm
PLENARY 2 – DOES SUPER HAVE ANOTHER ROLE?
As the super savings pool grows, does super have a broader social role beyond
its core function 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 and ME Bank
Moderator: Ellen Fanning, Journalist
Location: Arena 1, Ground & First Floor
Including the Trustee of the Year Award presentation proudly supported by
our Premium Partner
V25: 12.03.2015
5
ME BANK
LEARNING LAB:
To be confirmed.
WELCOME RECEPTION
Location: CMSF Central, Halls 1 & 2, Ground Floor
Proudly supported by our Premium Partner
5:30pm –
6:30pm
THURSDAY 19 MARCH
TIME
9:00am –
10:00am
SESSION TYPE
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, Ground & First Floor
10:10am –
11:10am
CONCURRENT STREAM 3
MEMBER EXPERIENCE:
FUND INVESTING:
WORKSHOP:
THE INFORMATION PATHWAY –
SUNSUPER’S INFORMATION
EVOLUTION
GLOBAL EQUITY TRENDS
CHAIRS’ FORUM –
Closed Session
The importance of adopting an
information strategy is wellrecognised, but the hard part is the
execution and assessment of the
strategy.
Join Sunsuper as they outline their
own information evolution – from the
methodology, the cultural journey
undertaken, along with the
technology required.
 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.
V25: 12.03.2015
6
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 funds
can embrace global equities.
 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.
Chairs’ Forum to
discuss latest
developments
and implications
re Government
mandating of
independent
trustees.
This is an
exclusive Chair
only session.
Discussion
Leader:
Steven Bowman,
Managing Director,
Conscious
Governance
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
Chair: Sue Dahn, FAIST, Trustee
Director, MTAA Super
Location: Room A, Ground Floor
Member Experience Stream supported
by
Location: Room 7, First Floor
MEMBER SERVICES:
FUND LEADERSHIP:
ADVICE – THE BEST SOLUTIONS FOR
MEMBERS
RISING STARS ON THE FUTURE OF
SUPER
The advice landscape is changing
rapidly and getting the right solution
for members 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.
Join this Q&A session where some
of the industry’s emerging Gen Y
leaders provide their vision of
where super needs to head.
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.



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
Damian Millin, Head of Product and
Proposition, FNZ
Dr Johann Ponnampalam, Principal
Consultant, Forethought
Chair: Robbie Campo, GAIST, Deputy
Chief Executive, Industry Super
V25: 12.03.2015
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)
Location: Room 9,
First Floor
7
Fund Investing Stream supported by



How super’s future leaders see
the evolution of fund
engagement, investment and
leadership.
A young take on staying
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, AMIST SUPER
Chair: Paul Sayer, Chief Executive
Officer, TWUSUPER
Location: Room C, Ground Floor
ME BANK
LEARNING LAB:
10:10am
Hear more about
AIST’s flagship
Trustee Director
Course.
10:30am
Q & A with Colin
Barnard and David
Maunsell from
Plenary 3: The
secrets to digital
success.
10:50am
State Street
presentation.
Location: CMSF
Central, Halls 1 & 2,
Ground Floor
Australia
Location: Room 5, First Floor
11:10am –
11:40am
MORNING TEA
Location: CMSF Central, Halls 1 & 2, Ground Floor
11:45am –
12:45pm
CONCURRENT STREAM 4
MEMBER EXPERIENCE:
FUND INVESTING:
WORKSHOP:
BUILDING A BRAND ON TECHNOLOGY
FIVE TRENDS RESHAPING THE
PENSION INDUSTRY
CEO SESSION –
Closed Session
Pension funds are restructuring for a
new investment climate. They are
becoming more hands on in the way
they manage their investment
portfolios. This proactive approach
extends to all aspects of their
operations and governance.
This is an
exclusive CEO
only 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 homogenous market.
Rebecca James, Chief Marketing
Officer, ME Bank discusses the
opportunities that technology is
providing for traditional industries like
the financial sector.



How technology is becoming a key
brand differentiator.
What to consider when building a
brand on digital, data and
technology.
How technology can be adopted
into the financial services sector.
This session will reveal the key trends
that are radically reshaping almost
every aspect of how pension funds
manage their investments and deliver
long term value to their members.



Speaker:
Rebecca James, Chief Marketing
Officer, ME Bank
Learn the five key trends
impacting pension funds globally.
Hear about which alternative
asset classes pension funds are
most likely to invest in.
Learn about the evolving
relationship between pension
funds and asset managers.
Discussion
Leaders:
Mark Puli, Chief
Executive Officer,
ESSSuper
Leeanne Turner,
Chief Executive
Officer, MTAA
Super
Location: Room 9,
First Floor
Speaker:
Daniel Cheever, Head of
Superannuation, State Street
Chair: Carolyn Johnson, Head of
Marketing, HOSTPLUS
Location: Room A, Ground Floor
Chair: Joey Alcock, Consultant,
Frontier Advisors
Member Experience Stream supported
by
Location: Room 7, First Floor
Fund Investing Stream supported by
MEMBER SERVICES:
FUND LEADERSHIP:
MANAGING YOUR SUPERSTREAM
RELATIONSHIPS
CHANGE MANAGEMENT AND
CULTURE FOR BOARDS
SuperStream is not just about the back What framework do super fund
V25: 12.03.2015
8
ME BANK
LEARNING LAB:
11:45am
J.P.Morgan
office and technology, it is also about
managing transactions and
relationships between funds and
employers.
This session will look at how funds are
managing those relationships with
employers and key intermediaries.



Exploit 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.
boards need to develop to deal with
the raft of governance changes that
will be directly impacting boards.



Board composition and dynamics.
Effective leaderships through
change.
Influencing organisational
changes.
Speaker:
Steven Bowman, Managing Director
Conscious Governance
Chair: Eva Scheerlinck, GAIST,
Executive Manager - Leadership and
Governance, AIST
Location: Room C, Ground Floor
presentation.
12:05pm
Advice Services
Australia - Should
funds subsidise
financial planning?
12:20pm
Northern Trust
Climate change and
the fossil fuel
debate. What asset
owners need to
know.
Location: CMSF
Central, Halls 1 & 2,
Ground Floor
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
12:45pm –
1:45pm
12:45pm –
1:45pm
1:45pm –
2:25pm
V25: 12.03.2015
LUNCH
Location: CMSF Central, Halls 1 & 2, Ground Floor
WOMEN IN SUPER AGM AND NETWORKING LUNCH
Location: Room 5, First Floor
FORUM 5:
FORUM 6:
WHAT TYPES OF PEOPLE ARE BEST
SUITED TO MANAGING
INVESTMENTS?
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.
9
Imagine your fund being the target
of an online attack that was so
severe it 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
ME BANK
LEARNING LAB:
1:45pm
Q & A with Rebecca
James from Member
Experience 4:
Building a brand on
technology.
2:00pm
Q & A with Sunsuper
from Member
Experience 3: The
information pathway



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?
founder Carl Woerndle will
challenge your assumptions and
teach you how to minimise risks.
- Sunsuper's
information
evolution.

Location: CMSF
Central, Halls 1 & 2,
Ground Floor

Speaker:
Jack Gray, Independent Adviser

Moderator: Warwick Boys, GAIST,
Head of Institutional Business, Fidelity
Location: Arena 1, Ground & First
Floor
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, Ground Floor
2:30pm –
3:30pm
CONCURRENT STREAM 5 (Afternoon tea will be available in CMSF Central from 2:30pm)
MEMBER EXPERIENCE:
FUND INVESTING:
CHANNEL MARKETING: WHICH ONE
REIGNS SUPREME
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 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.
“Price is what you pay; value is what
you get.” A full understanding of the
value of a security includes evaluating
environmental and social megatrends
such as demography, resource scarcity
and income inequality. This session
discusses the opportunities for funds
to ensure that the investment system
is member orientated and focussed on
the long term.



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 datadriven marketing & advertising)
V25: 12.03.2015



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.
Chair: Tim Anderson, Executive
Manager, Product and Marketing,
UniSuper
Speakers:
Alexis Cheang, Principal, Mercer
Gordon Hagart, Chief Executive
Officer, ACSI
Dr Matthew Kiernan, Founder and
Chief Executive, Inflection Point
Capital Management UK Ltd
Location: Room A, Ground Floor
Chair: Jack Gray, Independent Adviser
10
ME BANK
LEARNING LAB:
2:30pm
BoardPad Convenience,
security, mobility:
get your board
papers on line!
2:45pm
Q & A with Carl
Woerndle from
Forum 6: The
anatomy of a hack.
3:05pm
Q & A with John
Panagakis from
Plenary 4: Global
Pension funds under
the spotlight.
Location: CMSF
Central, Halls 1 & 2,
Ground Floor
Member Experience Stream supported
by
Location: Room 7, First Floor
Fund Investing Stream supported by
WORKSHOP:
WORKSHOP:
INFORMATION SESSION ON MENTORING @ AIST
TAX ROUNDTABLE – 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.
3:35pm –
3:55pm
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
 Meet past and present participants from AIST’s debate about a possible “Google tax” and profit
leadership programs.
shifting has made the front pages.
 Learn about the value and experiences
achieved by mentoring programs.
 Overview of the changes to international tax
 Discover what is involved in being a mentor or
arrangements.
mentee.
 How changes can affect your fund’s investment
and governance considerations.
Speakers:
 What changes could mean to the tax
Julie Bignell, GAIST, Director, CareSuper
management of super funds.
Ed John, Executive Manager, Governance &
Engagement, ACSI
Speakers:
Lisa Samuels, Manager – Marketing & Strategy,
Paul Murphy, Executive Manager, Institutional
NGS Super
Investments & Policy, ACSI
Kristy Sinclair, Account Manager, Sunsuper
Grant Wardell-Johnson, Head of Australian Tax
Centre, KPMG
Moderator: Eva Scheerlinck, GAIST, Executive
Manager – Leadership and Governance, AIST
Facilitator: David Haynes, FAIST, Executive
Manager - Policy, AIST
Location: Room 4, First Floor
Location: Room 9, First Floor
EXHIBITION BREAK & AFTERNOON TEA
ME BANK
LEARNING LAB:
Location: CMSF Central, Halls 1 & 2, Ground Floor
3:35pm
Tableau - Explore the
art and science of
data visualisation.
Location: CMSF
Central, Halls 1 & 2,
Ground Floor
4:00pm –
5:00pm
V25: 12.03.2015
CONCURRENT STREAM 6
MEMBER SERVICES:
FUND LEADERSHIP:
BEYOND CUSTOMER DEMOGRAPHICS
TO MERGE OR NOT TO MERGE?
Most super funds are already segmenting their
member base with simple demographics, but have
they considered using motivational design to
Scale, sustainability and the best interests of
members are all questions that need to be
considered in the context of whether a fund
11
develop a highly sophisticated engagement
strategy based on a members’ persona? KPMG’s
Kelly Owens and AustralianSuper’s Peter Treseder
will explore the thinking behind ‘persona-driven’
segmentation and the psychological design ideas
that drive improved engagement.



Motivational Design Theory 101.
Strategies to cater to a range of personas and
channels.
Understanding the intersection between
sales, service and experiential relationship
management.
Speaker:
Kelly Owens, Partner - Management Consulting,
KPMG
should merge. Former AGEST CEO, Cath Bowtell
will share her experience of implementing the
merger of AGEST into AustralianSuper and her
views on industry consolidation.
 The decision making process of getting to the
point of pursuing a merger.
 Strategic and practical aspects of undertaking
a merger.
 Alternatives to mergers.
Speaker:
Cath Bowtell, Director, Industry Fund Services
Chair: Colin Tate, Chief Executive, Conexus
Financial
Location: Room C, Ground Floor
Chair: Peter Treseder, Education Manager –
Victoria, AustralianSuper
Location: Room 5, First Floor
WORKSHOP:
ME BANK LEARNING LAB:
IS SUPER DELIVERING ON ITS OBJECTIVES?
4:00pm
In an industry first, AIST and Mercer have
developed the AIST-Mercer Super Tracker to
evaluate 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 policy
changes affect the system.
Q & A with Jodie Sangster from Member
Experience 5: Channel Marketing - which one
reigns supreme.
Location: CMSF Central, Halls 1 & 2, Ground Floor
 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.
Speaker:
David Knox, Senior Partner, Mercer
Facilitator: Karen Volpato, GAIST, Senior Policy
Adviser, AIST
Location: Room 9, First Floor
6:30pm –
7:00pm
7:00pm –
10:00pm
V25: 12.03.2015
PRE DINNER DRINKS
Location: CMSF Central, Halls 1 & 2, Ground Floor
CONFERENCE DINNER
Location: Gold Coast Convention & Exhibition Centre,
Halls 3 & 4, Ground Floor
Proudly supported by our Major Event Partner
12
10:00pm –
late
NETWORKING FUNCTION
FRIDAY 20 MARCH
TIME
9:00am –
9:40am
SESSION TYPE
PLENARY 4 – GLOBAL PENSION FUNDS UNDER THE SPOTLIGHT
Hear from leading representatives of the international pension community about how 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, Ground & First Floor
9:45am –
10:45am
CONCURRENT STREAM 7
MEMBER EXPERIENCE:
FUND INVESTING:
WORKSHOP:
FROM DATA TO
ENGAGEMENT – A 4 POINT
PLAN
UNDERSTANDING HIDDEN COSTS TO
IMPROVE MEMBER RETURNS
POST RETIREMENT
RESEARCH ROUNDTABLE
For too long, funds have focused only on
the costs that are disclosed to members,
however these are a fraction of the costs
that eat away at member returns. This
session argues for a change in the way
costs are measured and disclosed that
will better align with what matters to
members. The session will also reveal
hidden costs and will provide strategies
to benefit members.
The Financial System
Inquiry has put the postretirement challenge
firmly in the spotlight.
This roundtable will
discuss some preliminary
outcomes from the ACFSAIST project
Superannuation in the
post-retirement phase:
threats and
opportunities. This
project explores:
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.



Simple 4-step plan.
Finding trends in your
data.
The importance and
application of data
visualisation.
Panel:
Rob Bare, Brand & Business
Development Director,
Guerrilla
Mac Bryla, Sales Consultant,
Tableau Software
Linda Zeelie, Manager ICT,
Statewide
Chair: William Fraser,
Executive Director –
V25: 12.03.2015



Learn the hidden costs within Funds,
and why they have persisted. Hear of
a new way of categorising and
disclosing costs.
Explore how these costs can be
measured and managed.
Learn the regulator’s perspective on
these items.
Speakers:
Ged Fitzpatrick, Senior Executive Leader,
Investment Managers and
Superannuation, ASIC
David Hartley, Chief Investment Officer,
Sunsuper
Raewyn Williams, Director of Research
and After-Tax Solutions, Parametric
13
 What is currently
happening in the post
retirement phase –
what do retirees look
like and what
products are they
using?
 Understanding
member needs – what
do retirees want, how
do they make
decisions and what
products should they
choose?
Technology, Custody & Global
Fund Services Asia,
J.P. Morgan
Location: Room A, Ground
Floor
Member Experience Stream
supported by
 What should a fund
Chair: Graeme Mather, Market Leader consider when
Investment Consulting, Australia and New
selecting default
Zealand, Mercer
products for
members?
Location: Room 7, First Floor
Speaker:
Fund Investing Stream supported by
Professor Deborah
Ralston, Executive
Director, Australian
Centre for Financial
Studies
Facilitator: Karen
Volpato, GAIST, Senior
Policy Adviser, AIST
Location: Room 9, First
Floor
MEMBER SERVICES:
FUND LEADERSHIP:
A NEW ‘ROAD-MAP’ FOR BEST PRACTICE IN
MENTAL HEALTH CLAIMS
FROM FUND TO FINANCIAL SERVICES POWER
HOUSE
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 evidenceinformed 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.
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.



Examine the current mental health claims
management landscape both here and
internationally.
Opportunities for innovation and potential
barriers.
Understand the new framework and how your
fund and insurer can use it and measure your
results.
Speakers:
Professor Niki Ellis, Lead Project Consultant,
NE&A Pty Ltd
Joanne Graves, National Rehabilitation Manager –
Operations, AIA
David Sagar, Managing Director, IPAR
Rehabilitation
Chair: Margo Lydon, Chief Executive Officer,
SuperFriend
Location: Room 5, First Floor
V25: 12.03.2015
14



How calculated risk-taking can pay off.
The need to innovate and re-position your
organisation.
Future trends in financial services and postretirement.
Speaker:
John Panagakis, Head of Asset Management
Business Development, TIAA-CREF Asset
Management
Chair: Leeanne Turner, Chief Executive Officer,
MTAA Super
Location: Room C, Ground Floor
10:45am –
11:15am
11:15am –
12:15pm
MORNING TEA
Location: CMSF Central, Halls 1 & 2, Ground Floor
FORUM 7: GENDER DIVERSITY – WHEN
WOMEN THRIVE BUSINESSES THRIVE
Despite overwhelming evidence that engaged
female talent is a key driver of competitive
advantage, workplace diversity remains a
challenge.
FORUM 8: CEO PANEL
The role of the CEO is pivotal to the success of any
organisation. CEO’s are responsible for a
multitude of functions including strategy, culture,
people management, stakeholder relationships
and financial viability just to mention a few. Our
panel of experienced CEOs will provide their
insights into the way they tackle the big, small,
important and interesting tasks.
In this presentation, Mercer’s Renee McGowan
will discuss how recent research challenges the
conventional understanding of women’s unique
 How do you lead and manage change.
needs and encourages global businesses to
address the problems – and the opportunities - of  Tips for working 'on' the business not in the
business.
gender diversity. Based on 178 submissions from

Fostering high performance teams.
164 companies in 28 countries covering 1.7 million
employees - the research explores:
Panel:
Julieanne Alroe, Chief Executive
 A broader understanding of what it takes to
Officer & Managing Director,
support women.
Brisbane Airport Corporation Pty
 Organisations have adopted a non-traditional
Limited
approach to engaging and retaining female
Anne Cross, Chief Executive Officer, UnitingCare
talent.
Queensland
 How to align diversity and talent strategies.
Daniel Musson, Group Chief Executive Officer,
Australian Institute of Management
Speaker:
Renee McGowan, Partner, Customer Service &
Moderator: Ellen Fanning, Journalist
Advice Leader - Pacific, Mercer
Moderator: Cate Wood, FAIST, Chair, Women in
Super & National Spokesperson; Vice President,
AIST
Location: Arena 2, Ground Floor
Location: Arena 1, Ground & First Floor
12:15pm –
1:15pm
PLENARY 5 – SUPER TED: FOUR SPEAKERS TALK FAST ON THREE HOT TOPICS
Around the world TED speakers are known as some of the most engaging speakers, thinkers, doers and
thought-generators. In this session four speakers will present rapid-fire 15 minute TED presentations
on the key areas of fund operation.



The power of story-telling for member engagement.
Global mega-trends and their impact on super.
Learning to daydream again to drive creativity.
Speakers:
Dr Stefan Hajkowicz, Principal Scientist - Strategy & Foresight, CSIRO
Marianne Harvey, Creative Director, Clemenger BBDO
Sandy McDonald, Director, Get It Right Online; Founder, Why You Must Blog
Cristian Staal, Creative Director, Clemenger BBDO
Moderator: Ellen Fanning, Journalist
Location: Arena 1, Ground & First Floor
V25: 12.03.2015
15
1:15pm –
1:25pm
CONFERENCE CLOSE
Speaker: Angela Emslie, FAIST, President, AIST
Location: Arena 1, Ground & First Floor
1:25pm –
2:00pm
V25: 12.03.2015
LIGHT LUNCH
Location: Foyer B, Ground Floor
16