The Financial Planning Association of Australia ......financial planning practice. This stream will cover highly practical topics, such as business planning, remuneration, IT and communications

CONGRESS PROGRAM

www.fpacongress.com.au

UP TO 32CPD POINTSAVAILABLE!

To register, visit www.fpacongress.com.au

Welcome to the FPA Professionals Congress 2014.

Greatness lives within us all – as individuals, and as members of a professional community creating positive change and making a difference to the

lives of Australians.

This year’s gathering will inspire you like never before.

Join us in Adelaide, and hear inspirational stories from visionary leaders and change-makers, who can teach us valuable lessons on how to tap into our own greatness.

You will be equipped with the tools, techniques and an unwavering mindset to achieve bigger and better outcomes, for you personally, for your practice – and your clients.

This year’s program offers up to 32 CPD points across three main plenary sessions, an exclusive Masterclass with Carl Richards CFP® and 24 technical, best practice, personal

development and leadership workshops. We also invite you to relax and unwind at this year’s Future2 Gala Dinner, in celebration of what has already been achieved.

To register, visit www.fpacongress.com.au To register, visit www.fpacongress.com.au

Time Thursday 20 November Time Friday 21 November

7:30 Registration Open 7:00 Registration Open

7:30Networking Breakfast

EXPO HALL7:30

Networking BreakfastEXPO HALL

Women in Finance Breakfast

9:10 Move to main auditorium 8:45 Move to main auditorium

9:30CONGRESS OPENING AND KEYNOTE SPEAKER:

To be announced9:00

KEYNOTE SPEAKER:Michael McQueen

11:00Coffee BreakEXPO HALL

10:00Coffee BreakEXPO HALL

11:30 TechnicalBest

PracticePersonal

DevelopmentLeadership 10:30 Technical

Best Practice

Personal Development

Leadership

12:30Networking Lunch

EXPO HALL11:30 Transition between workshops

1:45 TechnicalBest

PracticePersonal

DevelopmentLeadership 11:45 Technical

Best Practice

Personal Development

Leadership

2:45 Transition between workshops 12:45Networking Lunch

EXPO HALL

3:05 TechnicalBest

PracticePersonal

DevelopmentLeadership 2:00 Move to main auditorium

4:05 Transition between workshops 2:10FPA AWARDS & CLOSING KEYNOTE SPEAKER:

Andrew Denton

4:25 TechnicalBest

PracticePersonal

DevelopmentLeadership 3:30 Event closes

5:25 Free time or finish for the day

7:30 FUTURE2 GALA DINNER

Time Wednesday 19 November

AM Arrivals, Check-in and Registration

2:00 - 4:00

Carl Richards CFP® Masterclass (optional)

PM Arrivals and Registration continues

5:00Financial Planning Association of Australia Annual General

Meeting

5:30 Networking Welcome Cocktails

7:00 Welcome event concludes THE SCHEDULE


INTRODUCING OUR KEYNOTE SPEAKERS

This year, we have an exciting line up of speakers who will motivate, entertain and inspire you to push your own boundaries,

in the pursuit of greatness.

Coming soon? KEYNOTE 1 Thursday 20 November, 9:30am

KEYNOTE 2 Friday 21 November, 9:00am

KEYNOTE 3 Friday 21 November, 2:10pm

Michael McQueenMichael McQueen is an Australian speaker, social researcher and bestselling author. Having dedicated the last ten years to tracking the dominant trends shaping society, he has helped some of the world’s best-known brands navigate change and remain relevant.

Andrew DentonAndrew Denton is a storyteller and interviewer with a fascination for exploring how people think, feel and behave. During his 25 year media career, Andrew has interviewed everyone from world leaders to the homeless.


Coming soon

CARL RICHARDS CFP® MASTERCLASS

Simple, yet powerful tools to help you better connect with clients and create remarkable change.

Wednesday 19 November, 2:00 - 4:00pm SEATS STRICTLY LIMITED!

If you joined Carl Richards last year, you’ll know that his simple illustrations caused quite a stir. Joining us for a second year, Carl will share with us some simple tools to help you change the lives of your clients – right now.

In this session, Carl will share specific success stories from financial planners around the world. He will dispel many of the common myths about using social media to spread your story, and promises that you will walk away with

a specific plan you can implement right now, at very little cost. Whether you’re an experienced planner, or just starting out – you won’t want to miss this.

A word of caution: Carl adds that his suggestions are so simple, you might not be inclined to adopt them! But just like explaining compound interest to your clients, it might be boring to begin with, but incredibly powerful over time.

YOUR CLIENTS NEED YOU • DON’T FORGET TO BOOK YOUR PLACE* • SEATS ARE STRICTLY LIMITED

WOMEN INFINANCEBREAKFASTwith Maggie Beer

Join us for an inspiring breakfast with host Maggie Beer, and the wonderfully delightful Women in Finance. A widely respected food personality and Member of the Order of Australia, Maggie has an award-winning restaurant, a line of gourmet food products and the title of Senior Australian of the Year 2010 to her name. Her appearances on television have been numerous, the most notable being her involvement with Channel 10‘s MasterChef, where she set new ratings records for the episodes she featured in.

A ‘good food for life for all, and all that encompasses’, is what drives Maggie. As part of this philosophy, Maggie is proud to be the South Australian ambassador for the Stephanie Alexander Kitchen Garden Foundation, whose inspirational program changes lives.

Book your place today at www.fpacongress.com.au.


WORKSHOP PROGRAMThis year’s workshop program covers all you need to know to successfully manage

yourself, your team and your practice – today and tomorrow.

Covering the areas of technical, best practice, personal development and leadership, each stream is designed to dive deep and equip you for greatness.


Topic Synopsis

TECH

NICA

L

SMAs / IMAs / MDAs

Managed Accounts: The next best thing?

Go beyond the acronyms! Learn about the regulatory differences between IMAs, SMAs and MDAs. Discover the role of efficient model portfolios within managed accounts. Hear from an expert on how managed accounts can be incorporated into practice and satisfy your ‘best interests’ duty.

TaxUnpacking CGT Rollover

Relief Provisions

Taxing matters. How can you help clients minimise CGT through specific rollover relief taxation provisions? Consider a case study on the potential CGT implications when selling your business. Learn how this client advice relates to TASA.

SMSFLimited Recourse Borrowing

under the spotlight

Borrowing to invest. What are the risks and benefits for SMSFs? Discover the key issues with different assets. What will the future of gearing look like within SMSFs? Hear case studies on when these strategies go well and go wrong.

Risk InsuranceApplying ‘Best Interests’ to

Insurance

Keeping abreast of change is vital for an area like insurance. What are the recent legislative changes? How do these affect policies? How should superannuation strategies adapt? Hear from a panel of expert practitioners on methods to meet the ‘best interests’ duty when giving insurance advice.

Aged Care Unravelling Aged CareAged Care is a growing issue for advice professionals to consider. What are the impacts of the July 2014 funding changes? Learn about the top five Aged Care strategies. How can you communicate most effectively with the families of clients requiring Aged Care assistance?

Estate PlanningDeciphering your role in

Estate Planning

What are the different roles and responsibilities within the Estate Planning process? What exactly happens when you are made an executor of a client’s Will? Come along to hear a practical case study on the issues to resolve when faced with Estate Planning for blended families.

TECHNICAL

Equip yourself with the tools to put your greatness to work, and create innovative solutions for your clients. Delivered by subject matter experts within our industry, these sessions have been designed to enhance your capability and critical thinking skills in the areas of managed accounts, tax, SMSFs, risk insurance, aged care and estate planning. A must-attend for the savvy financial planner.

Thursday 20 November Friday 21 November11:30am 10:30am

1:45pm 11:45am

3:05pm

4:25pm

Workshop Times

*Subject to change


Topic Synopsis

BEST

PRAC

TICE

Presenting SOAs

The Art of Communicating Advice

Listen. Talk. Simple words, but challenging skills to get right every time. What happens when advice is poorly communicated? How can you learn to communicate complex strategies successfully? How can you adapt your approach to clients with widely varying levels of education and knowledge?

Information Technology

Cloud Technology: Digital disruption or profitable growth?

Head in the Cloud? What is a Cloud infrastructure? How can you use it, and what are the potential benefits and risks? Can a digital strategy change your business economics? Can it deliver advice the way clients want it? Find out what it means for financial advisers.

RemunerationRemuneration in a Best

Interests World

Money, money. Learn how to structure remuneration options in a ‘best interests’ world. There are various ways to meet your clients’ need for advice and service. Do you know how different pricing models can either help or hinder business growth?

Business PlansBusiness Planning for

Success

Working in the business, instead of on the business − it’s the oldest problem for professional practice. How can you develop a business plan that will maximise your chance of success? Learn how effective business plans can move you from practitioner to business owner.

WhistleblowingCourage Under Pressure: The Whistleblower speaks

Have you ever considered being a whistleblower? How can professionals in the industry do the right thing when they see wrong things happen? Learn about the whistleblower policies and protections of regulators and the FPA. Hear first-hand about the experience of Jeff Morris, whistleblower.

Strategic Planning

Positioning your Practice for Change

Are you ready for the future? It’s coming! Catch up with local and international trends. Consider their potential impacts on the advice profession and position your practice for the 2020s and beyond.

BEST PRACTICE

In high demand, these sessions will focus on operational and business strategies that can significantly enhance your financial planning practice. This stream will cover highly practical topics, such as business planning, remuneration, IT and communications skills. Whether you’re looking to grow your practice, or build a best-of-breed reputation in your local market, these sessions will give you a blueprint for outstanding practice management.


1:45pm 11:45am

3:05pm

4:25pm

Workshop Times

*Subject to change


PERSONALDEVELOPMENT

Topic Synopsis

PERS

ONAL

DEV

ELOP

MENT

Health and Wellbeing

A Check Up from the Neck Up

Everyone is subject to stress, but some people cope better than others. How can you take control of life’s challenges and avoid the victim tag? What are the keys to identifying and combating different sources of stress in the workplace? Learn strategies for keeping work stress out of your personal life.

LongevityThe Changing Face of

Survival

We hear the statistics again and again. But why are people living longer? The fact is, our world is changing rapidly and the reasons for longevity, or the lack of it, have evolved enormously over the centuries. Take a tour through history, from ancient times to the present day, and gain some surprising insights that will serve to enrich the conversations you have with your clients.

Work Life Balance

Work/Life Balance: Is it all in your mind?

We’ve all met workaholics. Are you one? Do you work with one? Learn the consequences of getting your work/life balance wrong. What are the best strategies for striking a balance between your personal and professional life? How can you recalibrate your own personal blueprint?

Time Management

Why We Waste So Much Time (and how not to)

Spend your time wisely − by learning about time wasting! What are the main causes and key signs to watch out for? How can you manage your time effectively? Discover how to get more output, with less input, and find out what’s required for success.

Mindset See it, Believe it, Achieve it

Is it all in the mind? Many experts think so. Understand some of the the mental challenges we can face in different situations. Learn how to develop a performance mindset and achieve great results in difficult times. Hear real-life examples of successful mind mastery and be inspired.

Personal Branding

Leveraging your Personal Brand through LinkedIn

Is it the Facebook of business? Learn about the success of LinkedIn and why you should be involved. How can you use it to promote your personal brand? What should you avoid doing? Explore the ways you can use LinkedIn to grow your professional networks and business opportunities.

As professionals, we work tirelessly on behalf of our clients. But how do we maintain productivity and performance, while avoiding the risk of stress and burnout? This stream is designed to support your journey to greatness, with the interpersonal, social and emotional skills that will help you build a better relationship with yourself, clients, colleagues and the broader community.


1:45pm 11:45am

3:05pm

4:25pm

Workshop Times

*Subject to change


LEADERSHIP

Topic Synopsis

LEAD

ERSH

IP

Leading People

Leadership: Are you up for the challenge?

Follow the leader. How can you use leadership skills within your practice to the benefit of your clients? Learn ways to lead people to make decisions and stop the blame game. Discover real-world examples of dealing effectively with difficult client situations.

Successful Leadership

A Corporate Guide to Mental Health and

Increased Productivity

Leaders can best lead from a sound position of health and well-being. How’s your work/life balance? Could personal growth impact the way you lead? What strategies can you put in place to improve your potential and productivity?

Leading Multiple

Generations

Harnessing the Right Talent: Welcome to the 21st Century

What are the key issues for staff from different generations? Learn how to effectively use flexible work arrangements to actively attract and retain the best people. Discover the strategies to unlock the potential of a high-functioning, multi-generation workforce.

Empowering Individuals

Get your GRIT TogetherEveryone gets stuck at some stage. Discover how individuals habitually respond to obstacles. Find out how you can use internal dialogue to resolve road blocks and learn practical methods to help your colleagues get through the rough times.

Peer to Peer Leadership

Practice makes Perfect: Lessons from the frontline

Frontline leaders and practice owners share their leadership experience and insights in a stimulating panel discussion. Find out how they deal with the challenges of running an advice practice. Bring your key questions to this interactive Q&A session about leadership in a changing advice landscape.

Managing Teams

Time to DelegateWhat is and isn’t delegation? Discover the impacts of getting it right or wrong for the team. Explore key delegation techniques and what to avoid. Learn effective ways of gaining those precious extra hours.

In times of crisis, leaders are defined by both their actions, and their ability to make sound, on-the-spot business decisions. Let our hand-picked leaders inspire, motivate and challenge you to reflect upon the behaviours, traits and skills you can apply, to unlock a winning leadership style. Their stories, experiences and lessons learned, will move us all.


1:45pm 11:45am

3:05pm

4:25pm

Workshop Times

*Subject to change


THE VENUEThe Adelaide Convention Centre is on the North edge of Adelaide’s CBD, conveniently located next to the railway station and a short walk from a number of hotels where we have secured favourable rates.

Key features of the Adelaide Convention Centre include:

• Free bicycle hire to tour the city of Adelaide• Free basic WiFi• Free City Connector shuttle (bus stop located

at the front of the venue)• Regattas Bistro + Bar (located on the bank of

the River Torrens)• The newly redeveloped Adelaide Oval, a short

stroll across the river• Rundle Mall, Adelaide’s premier retail

destination is just a five minute walk• Gouger Street, a famous cultural dining

precinct is just a 10 minute walk.

Adelaide is a truly unique city, blessed with an abundance of parks, historic buildings, cafes and restaurants.

Travel only 7km outside of the city centre and enjoy a getaway to countless sandy beaches and the infamous wine region that has a long history of producing some of Australia’s finest wines.

McLaren Vale, Clare Valley, Barossa Valley and Adelaide Hills are all right at your doorstep – so why not make a weekend of it?

We are delighted to offer a selection of tours during the Congress, and some additional full day tours once the Congress is complete. Visit www.congress.com.au/explore for full details.

“A gateway to some of Australia’s most accessible wine country, Adelaide is effortlessly chic – and like a perfectly cellared red, it’s ready to be uncorked and sampled.”

Lonely Planet


WELCOME DRINKSWednesday 19th November

5:30pm - 7:00pm

Join your friends, colleagues and key figures from your profession and take advantage of the first networking opportunity of the Congress. Held in the Exhibition Halls, the Welcome Drinks will be a prelude to what is set to be two days filled of inspiring speakers and workshops.

FUTURE2 GALA DINNERThursday 20th November

7:30pm - 11:30pm

Come together with your friends, colleagues and the financial planning community for an evening not to be missed. Kick up your heels, have a drink, network with your peers and help us support a truly inspiring cause.

Visit www.future2foundation.org.au to find out how the Future2 Foundation is helping young Australians who are financially and socially disadvantaged, take steps to a better future.

SOCIAL EVENTS

the Foundation of the AustralianFinancial Planning Association

REGISTER TODAY ATfpacongress.com.au

http://fpacongress.com.au

http://fpacongress.com.au

Documents

The Financial Planning Association of Australia ......financial planning practice. This stream will cover highly practical topics, such as business planning, remuneration, IT and communications