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The 5th Women in Banking and Financial Services Leadership Summit 2017

Primus Hotel Sydney
21 February 2017 - 22 February 2017

Hide Section - About the Event
When looking to develop and enhance one’s leadership capabilities, there are a multitude of skillsets and techniques to explore and improve upon. Whether it be refining communication styles, adapting to the ever-changing industry demands, or learning how to better manage challenging obstacles, there is no denying the magnitude of opportunities available to us as professionals. Both these “soft” and “hard” skillsets are relevant to professionals within the Banking and Financial Services industry, and having a well-rounded understanding and grasp of these concepts is vital.

Recognising one’s areas for improvement, while also building upon established strong suites is critical when hoping to advance as a leader and ultimately move up the corporate ladder. This two-day Summit will explore the traits that define a leader, ways to identify and develop areas of improvement, and hear from successful professionals to gain a sense of inspiration and motivation.

The 5th Women in Banking and Financial Services Leadership Summit 2017 brings together leading professionals from the top Banking and Financial Services organisations in the country. Through engaging case studies, expert commentaries and interactive panel discussions, attendees will be exposed to inspirational stories and practical sessions to unleash their leadership potential.
Hide Section - Explore Points
- Career journeys and personal experiences from successful leaders to spark inspiration and motivation

- Practical tools and techniques to harness your career potential

- Uncovering innovative approaches to leadership

- Overcoming challenges and turning them into opportunities
Hide Section - Who will attend
Executives, managers and emerging leaders in a range of roles across the Banking and Financial Services sector including:

- Banks
- Superannuation / Financial Planning
- Insurance
- Credit Unions / Building Societies
- Wealth Management / Investment
- Mortgage Market
- Capital Markets
- Funds Management
- Consulting



20 February 2017


09:00 - 16:30


Masterclass

Developing your personal leadership style and resourcefulness

It has been established that there is no one-size-fits-all mould for a successful leadership style. The key for Women in the Banking and Financial services industry is to develop an effective leadership and communication style which is congruent with their own values and personality. Regardless of women’s current position, organisation and goals, it’s vital they expand their current leadership repertoire and discover the characteristics of successful leadership that will stretch them, inspire others and allow them to reach their career aspirations. 

This interactive workshop is designed to allow each participant to explore how they lead at their very best. What personality traits do you bring to your leadership style? How can you harness this further so that you lead with passion, authenticity and purpose? And how to improve your self-awareness around staying resourceful and resilient in challenging times and with tricky people. 

This workshop will also introduce communication skills around giving feedback and helping women leaders to have difficult conversations in a productive way including performance conversations with team members, crucial conversations with colleagues, stakeholders and line managers. The experiential-style sessions will provide opportunities for self-reflection as well as practicing tools in pairs and small groups. 
 
Explore your unique leadership style
- Discover how your personality flavours your true leadership style
- How to leverage this further so you inspire and influence
- Identify why certain challenges, people and events trigger your personality – and how that impacts your leadership
 
Managing mindset
- Looking at new ways to manage your state: deepen self-awareness and emotional intelligence 
- Leading from your best self and not cascading down to your less resourceful behaviors
- How to stay calm and resourceful in interpersonal situations
 
Communication and influence
- Communicating effectively when others are under stress
- Reflect on your own listening skills level
- Identifying listening skills and exploring other points of view
 
Giving feedback
- Position and communicate difficult messages in a clear and clean way
- Give feedback and challenge using facts and not beliefs
- Develop new strategies to communicate with “challenging” individuals
Jacqui Pollock - Founder and Director
Harness your aha!


21 February 2017


09:00 - 09:40


Case Study

Building your personal brand in a digital age

In today’s society, there are an expanding number of ways to build your presence in your industry, and establish your voice. Whether you are a millennial new to the workforce or a seasoned professional with years of experience under your belt, understanding and utilising the different ways of communication and social media is essential for positive personal branding. In the digital age, you can build your brand in many different ways, and along the way, strengthen your communication skills. In this session, Jennifer will explore methods and strategies that she has found effective when enhancing her online presence. She will cover:
- The values of social media
- Getting started online
- How social media can help your communication skill development
Jennifer Lang - Chief Financial Officer and Chief Actuary, CommInsure
Commonwealth Bank

09:50 - 10:30


Case Study

Seizing opportunities – Paving your leadership career pathway

Every leader has reached a point in their career when they are in need of a change. The ability to recognise these milestones and take the initiative to make an adjustment is essential when looking to propel your leadership journey. Playing to your strengths while also looking forward to new opportunities pioneers an evolving career path. Eleanor will discuss her own personal journey into a leadership role at QBE Insurance, and the initiatives she has made to take the next step into a senior-level role. She will explore:
- How to know when you’re ready to take the next step in your career
- Gaining the confidence to go after senior roles
- Taking smart risks
Eleanor Debelle - Head of Business Operations & Risk Assurance
Group Investments - QBE Insurance Group Limited

11:25 - 11:55


Case Study

Possibility mindsets – Impacting outcomes through innovative leadership

In order to truly reach your leadership potential, creating a positive and proactive mindset is critical. Avoiding mental roadblocks and keeping focus on your goals will aid in reaching that next level of leadership. Rebecca will share her experiences throughout her career and share techniques to impact outcomes and truly position yourself to excel in stepping into your desired leadership position. She will discuss:
- What possibility mindsets does for you
- How to develop and maintain a positive outlook
- Shaping your career path
 
Rebecca Stephens - Executive General Manager Chief Data Office & Labs
Suncorp Group

12:05 - 12:35


Expert Commentary

Take the bull by the horns - Effective conflict management

Disagreements and conflict are an unavoidable part of any workplace environment. Not everyone will be on the same page, have the same goals and want the same things when working closely day after day. The way in which leaders handle this discrepancy and guide their team to achieve the desired end-result is reliant on how they themselves handle their own conflicts. Facing challenges head on and devising strategies to overcome obstacles makes for a proactive and helpful leader and mentor. Maria will cover:
- Determining root causes of conflict
- Avoiding avoidance
- Turning conflict into opportunity
Maria Newport - Managing Principal – Workplace Mediator, Consultant & Coach
Newport O'Connor – Organisational Development & Workplace Mediation

13:35 - 14:25


Panel

Leading with resilience and driving organisational change

In order to cultivate a truly connected workplace, leading with resilience and pioneering a conducive environment for change is essential. The ability to align your organisation’s values with your overall leadership objectives is key when looking to take your team’s productivity to the next level. In this interactive panel discussion, leaders in the banking and financial services industry will reflect on past experiences and discuss techniques and strategies on how to truly take control of your leadership potential. They will explore:
- Making a name for yourself
- Taking smart risks
- Understanding your team needs and how to accommodate to them
Caterina Spiteri - Executive Director, Global Head of FM Corporate Sales
Westpac
Anna Corr - Executive Director, Head of Research & Analysis, Australia
ANZ
Joanne Thrift - Chief Marketing Officer
Pepper Financial Services Group
Susan Rallings - Senior Vice President
Morgan Stanley
Jo McConnell - Chief People Officer
Latitude Financial Services
Adrienne Smith - General Manager Third Party Distribution
Bank of Queensland
Leanne Stagnitta - General Manager, Customer Intelligence
Allianz Australia Limited

14:25 - 15:05


Case Study

“What are you going to do about it?” - Proactive leadership

Life throws challenges, obstacles and speed bumps at us from every corner. We can either play the victim or deliberately and positively take responsibility and do something about it. How we choose to respond will result in any number of outcomes from remaining stuck on the challenge in a negative spiral, to changing our course and thereby empowering ourselves and also those around us. Kim will reflect on over 20 years of experience within financial services and discuss strategies and techniques on how to turn negative situations into positive life lessons. She will explore:
- Remaining positive amongst negative situations
- Seeing the good when experiencing the bad
- Proactively stepping up
Kim Hughes - Head of Group Product
QSuper Group

15:30 - 16:10


Expert Commentary

Competitive intelligence - Developing better strategies as a leader

In order to make better decisions and minimise risk, it is critical to understand the competitive environment in which you operate and recognise the role your thinking plays in decision making. Competitive intelligence is a tool that enables executives, no matter where they are in the organisation, to improve the quality of decision making and minimise risk. In this session, Babette will address techniques on how to change your thinking to become a better leader, and provide advanced methods of improving strategies to achieve overall leadership success. She will discuss:
- The art of informed decision-making
- How to recognise competitive trends
- Improving your leadership approach
 
Babette Bensoussan - CI + Strategy Maverick, Business Coach
MindShifts Group


22 February 2017


09:00 - 09:40


Case Study

The journey to C-level - Creating opportunities to achieve career goals

Everyone has their own personal career goals, whether that be to develop new programs or reach a higher level in an organisation. Regardless, it is essential to enhance and maintain a certain set of skills that will help to enable this advancement. The need for a helpful mentor, working for an organisation that supports and encourages gender equality, and overcoming difficult challenges are all important facets that help build a successful leader. In this session, Jo will reflect on her journey to become the Chief of Corporate Affairs & Community for Credit Union Australia, exploring alongside valuable tips and advice on how to open that door to the ‘C-suite’. She will cover:
- Managing challenges and overcoming obstacles
- Enablers to a successful career path
- Presenting yourself for opportunities
Jo Kearney - Chief of Corporate Affairs & Community
CUA - Credit Union Australia Limited

09:50 - 10:30


Case Study

Playing to your strengths can lead to new opportunities

Identifying and understanding what makes you a strong team member is extremely helpful when looking to take that next step in your career. Utilising your skills and drawing on your expertise will ensure that your worth is recognised and valued while also positioning you at the forefront for a rewarding career. Sarah will discuss how she has made use of her strengths to move across disciplines and embrace leadership opportunities. She will cover:

-  Understanding the power of your strengths
- Gaining the courage to go after opportunities
- Focusing on your goals
 
Sarah Burley - Head of Group Strategy & Performance
Australian Super

10:55 - 11:35


Expert Commentary

Staying true to yourself - Being authentic and effective as a leader, using your intuition more

When you are looking to enhance your own personal leadership style, it is essential to evaluate your drivers and values and be aware of your unique foundations, to become more effective as a leader. Whether it is soft or hard skills, the ability to recognise where you excel and what you enjoy most, allows you to be more authentic and to strike a more holistic work-life balance. Likewise, the ability to remain authentic to who you are as a person is invaluable when advancing the corporate ladder. Claudia will share her international experience in transforming leadership capabilities. She will explore:
- How to recognise and use your intuition more
- Being aware of your values and what drives you
- Remaining authentic and staying true to yourself
Claudia Lantos - Executive Coach & Leadership Development Consultant
Lantos Coaching & Consultancy

11:45 - 12:35


Case Study

Climbing the corporate ladder

At the beginning of your career journey, making it to a senior-level management position may seem like a far-off and daunting task. Natasha will reflect on her own personal experiences, from moving from an Actuarial Officer at SGIC Insurance to her current position Chief Executive Officer at SuperConcepts. She will discuss the challenges she has overcome and the recommendations she would give aspiring and emerging professionals. Discuss:
- Practical skills necessary to move up within an organisation
- Transitioning between roles
- Obstacles and lessons learned
Natasha Fenech - Chief Executive Officer
SuperConcepts (an AMP owned entity)

13:35 - 14:25


Panel

Overcoming unconscious bias - Leading with diversity

The concept that diversity in the workforce is good for business is nothing new, however actually achieving this notion is sometimes not as simple. Although organisations strive to integrate a diverse and equal workplace culture, additional actions must be implemented and recognised in order to actually attain this balance. Instead of focusing on awareness alone, it is important to shift efforts toward exposing widespread bias within the workplace, and developing constructive strategies to address them. In this panel discussion, speakers will highlight personal experiences with unconscious bias, and explore effective ways to overcome this barrier. Discuss:
- Experiences dealing with unconscious bias
- The impact of discrimination
- The benefits of diversity
 
 
David Goodman - Executive Director, Head of Macro Strategy
Westpac

13:35 - 14:25


Panel

Overcoming unconscious bias – Leading with diversity

The concept that diversity in the workforce is good for business is nothing new, however actually achieving this notion is sometimes not as simple. Although organisations strive to integrate a diverse and equal workplace culture, additional actions must be implemented and recognised in order to actually attain this balance. Instead of focusing on awareness alone, it is important to shift efforts toward exposing widespread bias within the workplace, and developing constructive strategies to address them. In this panel discussion, speakers will highlight personal experiences with unconscious bias, and explore effective ways to overcome this barrier. Discuss:
- Experiences dealing with unconscious bias
- The impact of discrimination
- The benefits of diversity
 
Anne Anderson - Managing Director, Head of Fixed Income Australia
UBS Asset Management
Jo Tornatore-Gallo - Managing Director, Head Operational Risk, Controls and Governance (ORC&G) , Asia Pacific, & CAO Australia
RBC Capital Markets
Karen O'Sullivan - Chief Operating Officer - Equity Research
Credit Suisse
Siobhan Blewitt - Executive Director, Financial Advisor
Morgan Stanley Wealth Management
Michelle Tierney - General Manager Business Development & Strategy - Global Institutional Bank
National Australia Bank

14:25 - 15:05


Expert Commentary

In pursuit of effective innovation strategy and leadership

When looking to pioneer a productive and proactive workplace culture, innovation strategy leadership is one of the fundamental building blocks. An innovative leader does not need to be the person who creates the idea behind a concept, but rather the one who executes the path that leads to that idea becoming a reality. The ability to carve out this strategy and ensure that the proper tools and skillsets are provided to enable successful adoption of specific policies and procedures will result in a dynamic and all around proficient workplace. David will discuss:
- How leaders can plan for innovation leadership
- The current pitfalls of innovation strategy development and execution
- Managing existing concepts and competing ideas
- What it truly means to be innovative
 
David Bickett - Principal Leadership and Team Coach
Mind Fusion

15:30 - 16:30


Roundtable

Looking to the future for women in leadership within the Banking and Financial Services industry

When looking to advance one’s leadership journey, it is important to reflect on past experiences, challenges and successes in order to gain a focused outlook on where you want to go with your career. This interactive roundtable will discuss the strategies, concepts and techniques explored at the Summit, and how to constructively apply them to your current position in order to achieve your long-term goals. Explore:
- Takeaway lessons for practical application when back in the office
- Reflections on the pathway to senior executive leadership
- Overcoming obstacles and stepping up into your leadership potential
Amy Stewart - Leadership and Organisational Development Specialist
Amy V Stewart consultant


23 February 2017


09:00 - 16:30


Masterclass

Leading with Emotional Intelligence – Engaging your team through innovative thinking and techniques

To be an effective executive-level leader in the Banking and Financial Services industry, you must exhibit certain traits and skills to engage and lead your team with resilience and self-confidence. The ability to understand Emotional Intelligence, recognise its significance and hone those skills to connect with your staff is crucial when looking to take that next leadership step. Through Emotional Intelligence, leaders can communicate efficiently as well as instill a productive organisational culture, thereby pioneering productive change. 

Understanding the principals of Emotional Intelligence allows for you to consider your perception of others. When you understand how they feel, this allows you to manage relationships more effectively and results in the desired change your organisation is looking for. Developing this skill is vital for up and coming leaders to step into their career potential and truly demonstrate the traits of a successful mentor and boss. 

Amy will cover the foundation of Emotional Intelligence, and delve into the techniques and skills required to improve upon managing your team in the most productive and effective way possible. This full day interactive workshop with map out the critical tools and strategies required to build strong communication skills in the workplace by understanding emotions and recognising how they can be used to effectively lead your team and drive organisational change. 

Introduction to Emotional Intelligence 

- What is emotional intelligence?
- The science of emotions 
- Building your own emotional intelligence

Emotionally Intelligent Leadership
- Emotional intelligence and employee engagement
- How to manage interactions using emotional intelligence
- How to apply emotional intelligence across facets of leadership 

Communicating Authentically
- Building confidence in essential communication skills
- Letting go of your limitations and building courage
- How to have honest conversations

Supporting yourself and others through change
- Exploring your resilience and the resilience of others
- Navigating and communicating through change 
- Using change to grow and develop        
Amy Stewart - Leadership and Organisational Development Specialist
Amy V Stewart consultant
Renae Cooper
Partner
PwC Australia
Rebecca Stephens
Executive General Manager Chief Data Office & Labs
Suncorp Group
Sarah Burley
Head of Group Strategy & Performance
Australian Super
Natasha Fenech
Chief Executive Officer
SuperConcepts (an AMP owned entity)
Anne Anderson
Managing Director, Head of Fixed Income Australia
UBS Asset Management
Leanne Stagnitta
General Manager, Customer Intelligence
Allianz Australia Limited
Eleanor Debelle
Head of Business Operations & Risk Assurance
Group Investments - QBE Insurance Group Limited
Claudia Lantos
Executive Coach & Leadership Development Consultant
Lantos Coaching & Consultancy
David Bickett
Principal Leadership and Team Coach
Mind Fusion
Amy Stewart
Leadership and Organisational Development Specialist
Amy V Stewart consultant
Babette Bensoussan
CI + Strategy Maverick, Business Coach
MindShifts Group
Jennifer Lang
Chief Financial Officer and Chief Actuary, CommInsure
Commonwealth Bank
Kim Hughes
Head of Group Product
QSuper Group
Adrienne Smith
General Manager Third Party Distribution
Bank of Queensland
Karen O'Sullivan
Chief Operating Officer - Equity Research
Credit Suisse
Michelle Tierney
General Manager Business Development & Strategy - Global Institutional Bank
National Australia Bank
Jo Kearney
Chief of Corporate Affairs & Community
CUA - Credit Union Australia Limited
Jacqui Pollock
Founder and Director
Harness your aha!
Maria Newport
Managing Principal – Workplace Mediator, Consultant & Coach
Newport O'Connor – Organisational Development & Workplace Mediation
Susan Rallings
Senior Vice President
Morgan Stanley
Anna Corr
Executive Director, Head of Research & Analysis, Australia
ANZ
Julie Coates
National Managing Partner for Client Priorities and Segments in Australia, and Financial Services Leader
PwC Australia
Jo McConnell
Chief People Officer
Latitude Financial Services
Siobhan Blewitt
Executive Director, Financial Advisor
Morgan Stanley Wealth Management
Jo Tornatore-Gallo
Managing Director, Head Operational Risk, Controls and Governance (ORC&G) , Asia Pacific, & CAO Australia
RBC Capital Markets
Joanne Thrift
Chief Marketing Officer
Pepper Financial Services Group
David Goodman
Executive Director, Head of Macro Strategy
Westpac
Caterina Spiteri
Executive Director, Global Head of FM Corporate Sales
Westpac
Primus Hotel Sydney
http://primushotelsydney.com
Phone: +61 2 8027 8000
339 Pitt Street

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