|
WELCOME - TUESDAY 16th
AUGUST
(3.30 pm - 5.30 pm) |
Topic Name
|
Speaker |
Session Overview |
Timing
|
Partner & Exhibitor Expo Marina Opens
|
12:00 |
Official Opening - Your MC is Donald Mackee
(see speaker page for profile)
|
3:30
|
Navigating the Murray...after Tossing Terry Overboard - A Case Study
|
Chris Boyd
|
As a young adult,
Chris was devastated to learn he had cancer. After winning a huge battle
with Terry, his tumour, he determined in 2010 to create a better
support network for young adult cancer patients.
|
3:45 - 4:30 |
A Bonus from two of our expert technicians
|
Stephen Smith & Peter Jones
|
Stephen
and Peter are presenting two of our breakout workshops. As an opening
bonus they have each offered to add some extra value for your practices:
Stephen will advise us how to manage everyday business pressures; Peter
will provide some financial practice management tips.
|
4:30 - 5:30
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NAUTICAL NETWORKING NIGHT
included in registration fee
Welcome
Drinks
and
Canapes |
5:30
|
LIFE RISK CHAMPION OF THE YEAR AWARD 2011
Presented by Sue Laing
(with last year's winner, Fiona Navarro)
|
6:00 |
DAY 1 CONCLUDES - Remainder of evening at leisure
|
7:30 |
|
DAY 2 -
WEDNESDAY
17th AUGUST (7:30 am - 5:00 pm)
|
Topic Name
|
Speaker |
Session Overview |
Timing
|
"Take-away" Breakfast - Light Food Provided
|
7:30 |
The Most Important Person on Board
|
Claire Wivell Plater
|
Claire will, in this
quick kickstart session, clarify the 'client best interest' principal of
FoFA and the reasonable basis for advice principles
in the context of life risk advising.
|
8:00 - 8:20
|
No Plain Sailing - A Case Study
|
Kay Ledson
|
Kay is the 'hidden' youth trauma casualty -
her
life and her financial situation were turned upside down by her son
Josh's snowboarding accident. Here's a case study for you to take to
parents, not to the kids who all think they are invulnerable!
|
8:20 - 9:00
|
|
Open Forum With Chris, Claire & Kay - Questions From The Floor |
|
Breakout Workshops Turnover - 3 to choose from
|
9:10 - 9:15
|
3 x 1hr Breakout
Workshops
|
Peter Jones
Stephen Smith
Nettie Handley
|
Peter Jones
Good Financial Evidence - the secret chart to a smooth claim journey
- details in Speakers Page
Stephen Smith
Avoiding the Whirlpool of Grief - being there for your clients without joining them in the drink
- details in Speakers Page
Nettie Handley
Be the Skipper in your referral relationships, not the Crew - details in Speakers Page
|
9:15 - 10:15
|
Morning Tea in the Expo Marina
|
10:15 - 10:45
|
3 x 1hr Breakout
Workshops
|
Stephen Smith,
Marc & Naomi
Louise Biti
|
Stephen Smith
Avoiding the Whirlpool of Grief - being there for your clients without joining them in the drink
Marc Fabris, Naomi
Rosenthal
Your Online Identity is Your Mainsail - don't cast off without it!
- details in Speakers Page
Louise Biti
Keeping the Cap on - navigating the latest challenges in insurances in super - details in Speakers Page
|
10:45 - 11:45
|
Breakout Workshops Turnover - back to the Plenary
|
11:45 - 11:55
|
Daily Navigation Through the Shoals of Cancer - A Case Study
|
Helen Bairstow
|
Helen is
undergoing cancer treatment. Sue Laing will interview Helen, not to
preach to the converted (Helen was well-insured) but about the impact
cancer has had on her daily life and why her husband couldn't work even
if he wanted to.
|
11:55 - 12:25
|
Will the ICA be your client's lifeline?
|
Claire Wivell Plater
|
Claire's second quick
session will educate you on the elements of the Insurance Contracts Act
that will support your clients at claim time.
|
12:25 - 12:45
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Lunch in the Expo Marina
|
12:45 - 1:45
|
3 x 1hr Breakout
Workshops
|
Peter Jones,
Paul
Hastings,
Louise Biti
|
Peter Jones
Good Financial Evidence - the secret chart to a smooth claim journey
Paul Hastings
Getting the Signals Right - being the best facilitator you can while navigating claims
Louise Biti
Keeping the Cap on - navigating the latest challenges in insurances in super
|
1:45 - 2:45
|
Afternoon Tea in the Expo Marina
|
2:45 - 15:05
|
You can communicate with Gen X, Y and Z - you just need the right signal flags!
|
Avril Henry
|
Avril's hilarious but
insightful session on the younger generations will be an eye-opener and
you'll have a rip-roaring but very useful voyage
through their idiosyncrasies.
|
3:05 - 3:45
|
|
Open Forum With Avril, Helen and Claire - Questions From The Floor |
|
Q&A with Russell "Tony Jones" Hannah: Let's get 'FoFA Ready': |
A constructive Business Readiness session - a chance to share ideas on transitioning business into the next industry phase. This will position your thinking ready for tomorrow's first session on the services you provide. |
4:00 - 4:55
|
DAY 2 CONCLUDES - Afternoon at leisure
|
5:00 |
SPONSORS DINNERS / FREE NIGHT
|
7:00
|
|
|
DAY 3 - THURSDAY 18TH
AUGUST - FINAL DAY (8:00 am - 5:00)
|
Topic Name
|
Speaker |
Session Overview |
Timing
|
Partner & Exhibitor Expo Marina Opens
|
8:00
|
|
The Map to the Secret
Treasure: 30 Things You
Do For Your Clients That They Don't Know You Do |
Sue Laing
|
Too much of what you do is not recognised as being of identifiable value to clients - by you as much as by your clients! Sue will list the value you already add. |
8:10 - 9:00
|
Helming through the Heart
|
Dr Paul Davis
|
There are so many
heart conditions inside trauma event listings that it's like navigating
without a map when clients need to ask you simple questions. Dr Paul
will, as usual, cut through the complexity. |
9:00 - 9:50
|
|
Open Forum With Sue & Dr Paul - Questions From The Floor |
|
Morning Tea in the Expo Marina
|
10:00 - 10:30
|
3 x
1hr
Breakout
Workshops
|
Nettie
Handley,
Paul
Hastings,
Marc and Naomi
|
Nettie Handley
Be the Skipper in your referral relationships, not the Crew
Paul Hastings
Getting the Signals Right - being the best facilitator you can while navigating claims
Marc Fabris and Naomi Rosenthal
Your Online Identity is Your Mainsail - don't cast off without it!
|
10:30 - 11:30
|
|
Breakout Workshops Turnover
|
11:30 - 11:35
|
2 x
1hr
Breakout
Workshops
|
Peter Jones
Paul Hastings
Louise Biti
|
Peter Jones
Good Financial Evidence - the secret chart to a smooth claim journey
Paul Hastings
Getting the Signals Right - being the best facilitator you can while navigating claims
Louise Biti
Keeping the Cap on - navigating the latest challenges in insurances in super
|
11:35 - 12:35
|
|
Lunch in the Expo Marina
|
12:35 - 1:35
|
3 x
1hr
Breakout
Workshops
|
Sue Laing
Nettie Handley
Marc and Naomi
|
Sue Laing
Using the right signal flags for SME's to read - details in Speakers Page
Nettie Handley
Be the Skipper in your referral relationships, not the Crew - details in Speakers Page
Marc Fabris, Naomi Rosenthal
Your Online Identity is Your Mainsail - don't cast off without it! |
1:35 - 2:35
|
|
Breakout Workshops Turnover
- back to the Plenary |
2:35 - 2:40
|
|
Rehabilitation - the Spinnaker of Claims Management |
George Trippis & Paula Taweel
|
Few advisers have any
awareness of the part that insurers play in getting clients back into a
work situation - the client is the biggest beneficiary in every case.
|
2:40 - 3:40
|
Afternoon Tea in the Expo Marina
|
3:40 - 4:10
|
Charting a (not-so-familiar) Course?
|
Fiona Navarro
|
Fiona will describe the value in a fully-fledged life risk advice process that every adviser can deliver to clients. This is a cracking,
motivating final session chock full of practical ideas to launch you
back into your practice next week
|
4:10 - 5:00
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| Forum Farewell
|
5:00 - 5:05
|
THE RISK STORE 2011 ANNUAL LIFE RISK FORUM CLOSES
|