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WELCOME - TUESDAY 16th
AUGUST
(3pm - 5pm) |
Topic Name
|
Speaker |
Session Overview |
Timing
|
Partner & Exhibitor Expo Marina Opens
|
12:00 |
Official Opening - Your MC is TBC soon
|
3:00
|
Navigating the Murray...and Tackling Terry - A Case Study
|
Chris Boyd
Founder
AYAC
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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.
|
3:15 - 4:00 |
A Bonus from two of our expert technicians
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Stephen Smith & Peter Jones
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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.
|
4:00 - 5:00
|
|
Nautical
Networking
Night
-
Welcome
Drinks
,
Nibblies & Music |
5:00
|
Life Risk Champion of The Year Award - Presented by Sue Laing
|
6:00 |
Day 1 concludes - the first evening begins! Remainder of evening at leisure
|
7:00 |
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DAY 2 -
WEDNESDAY
17th AUGUST |
Topic Name
|
Speaker |
Session Overview |
Timing
|
"Take-away" Breakfast - Light Food & Coffee/Tea/Juices Provided
|
7:30 |
The Most Important Person on Board
|
Claire Wivell Plater
Director Gold Seal
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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.
|
7:45 - 8:05
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No Plain Sailing - A Case Study
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Kay Ledson
A Mother and Carer
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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!
|
8:05 - 8:45
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Open Forum With Chris Boyd, Claire & Kay - Questions From The Floor |
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Breakout Workshops Turnover - 3 to choose from
|
8:50 - 9:00
|
3 x 1hr Breakout
Workshops
Series 1 |
Peter Jones
Stephen Smith
Louise Biti |
Peter Jones
- Plenary Room
Good Financial Evidence - the secret chart to a smooth claim journey
- details in Speakers Page
Stephen Smith
- Workshop Room 1
Avoiding the Whirlpool of Grief - being there for your clients without joining them in the drink
- details in Speakers Page
Louise Biti
- Workshop Room 2
Keeping the Cap on - the latest insurances in super learning
- details in Speakers Page
|
9:00 - 10:00
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Morning Tea in the Expo Marina
|
10:00 - 10:25
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3 x 1hr Breakout
Workshops
Series 1
|
Stephen Smith,
Nettie Handley,
Paul Hastings
|
Stephen Smith - Plenary Room
Avoiding the Whirlpool of Grief - being there for your clients without joining them in the drink
Nettie Handley - Workshop Room 1
Be the Skipper in your referral relationships, not the Crew - details in Speakers Page
Paul Hastings - Workshop Room 2
Getting the Signals Right - being the best facilitator you can while navigating claims
- details in Speakers Page
|
10:30 - 11:30
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Breakout Workshops Turnover - back to the Plenary
|
11:30 - 11:40
|
Daily Navigation Through the Shoals of Cancer - A Case Study
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Helen Bairstow
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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.
|
11:40 - 12:10
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Will the ICA be your client's lifeline?
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Claire Wivell Plater
Director Gold Seal |
Claire's second quick session will educate you on the elements of the Insurance Contracts Act that will support your clients at claim time.
|
12:10 - 12:30
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Lunch in the Expo Marina
|
12:30 - 1:25
|
3 x 1hr Breakout
Workshops
Series 1 |
Nettie
Handley,
Paul
Hastings, Marc Fabris and Naomi
Rosenthal
|
Nettie Handley
- Plenary Room
Be the Skipper in your referral relationships, not the Crew
Paul Hastings
- Workshop Room 1
Getting the Signals Right - being the best facilitator you can while navigating claims
Marc Fabris, Naomi
Rosenthal
- Workshop Room 2
Your Online Identity is Your Mainsail
- details in Speakers Page
|
1:30 - 2:30
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Afternoon Tea in the Expo Marina
|
2:30 - 2:50
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You can communicate with Gen X, Y and Z - you just need the right signal flags!
|
Avril Henry
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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.
|
2:50 - 3:40
|
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Open Forum With Avril, Helen and Claire - Questions From The Floor |
Day 2 concludes - Afternoon at leisure
|
4:00 |
SPONSORS DINNERS / FREE NIGHT
|
7:00
|
|
|
DAY 3 - THURSDAY 18TH
AUGUST - FINAL DAY
|
Topic Name
|
Speaker |
Session Overview |
Timing
|
Partner & Exhibitor Expo Marina Opens
|
8:00
|
Day Three Starts - Plenary Session to Wake You Up!
|
8:45
|
Helming through the Heart
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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 Dr Paul - Questions From The Floor |
|
Morning Tea in the Expo Marina
|
10:00 - 10:25
|
3 x
1hr
Breakout
Workshops
|
Nettie
Handley,
Paul
Hastings,
Marc
Fabris and Naomi Rosenthal
|
Nettie Handley - Workshop Room 1
Be the Skipper in your referral relationships, not the Crew
Paul Hastings - Workshop Room 2
Getting the Signals Right - being the best facilitator you can while navigating claims
Marc Fabris and Naomi Rosenthal - Plenary Room
Your Online Identity is Your Mainsail
|
10:30 - 11:30
|
|
Breakout Workshops Turnover
|
11:30 - 11:35
|
2 x
1hr
Breakout
Workshops
Series 2
|
Peter Jones
Louise Biti
|
Peter Jones - Workshop Room 1
Good Financial Evidence - the secret chart to a smooth claim journey
Louise Biti - Workshop Room 2
Keeping the Cap on - the latest insurances in super learning
|
11:35 - 12:35
|
|
Lunch in the Expo Marina
|
12:35 - 1:30
|
3 x
1hr
Breakout
Workshops
Series 2 |
Peter Jones
Louise Biti
Marc Fabris and Naomi Rosenthal
|
Peter Jones - Workshop Room 1
Good Financial Evidence - the secret chart to a smooth claim journey
Louise Biti - Plenary Room
Keeping the Cap on - the latest insurances in super learning
Marc Fabris, Naomi Rosenthal - Workshop Room 2
Your Online Identity is Your Mainsail |
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 - 4:05
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The Most Challenging Course of All
|
Sue Laing
|
10 Challenging Questions
- will they throw you off course?
|
4:05 - 4:15
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Charting a (not-so-familiar) Course?
|
Fiona Navarro
|
The answers to the challenges Sue will pose - a motivating final session chock full of practical ideas to launch you back into your practice next week
|
4:15 - 5:00
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| Forum Farewell
|
5:00 - 5:05
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THE RISK STORE 2011 ANNUAL LIFE RISK FORUM CLOSES
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