Conference of Major Superannuation Funds

2017 Presentations

Feel free to download our collection of presentations from the 2017 CMSF below.

Wednesday Presentations
Thursday Presentations
Friday Presentations

Please note: not all presentations are available due to owner discretion, also not all sessions contained a slide presentation.

Remember, you can still watch all of the plenary and forum sessions on demand on our AIST Events You Tube page.


DAY 1 - Wednesday 22 March 2017

Available SessionsSpeaker

FORUM 1B: ARE YOU PREPARED TO TRANSFORM YOUR BUSINESS?

Strategic Business Transformation is a complex recipe of compatible ingredients to shape the future direction of your business. In today’s rapidly changing environment, funds need to be confident that their business has the right structure and services to meet the needs of increasingly sophisticated and savvy members.

  • Howard Brindle, Chief Operating Officer, USS Investment Management (UK)

  • Benjie Fraser, Global Pensions Executive, Investor Services, J.P. Morgan (UK)
     
  • Patrick van der Pijl, Chief Executive Officer, Strategy Designer Global, Business Models Inc (NL)

CONCURRENT STREAM 1

 

1A – PROVING ROI ON DIGITAL TRANSFORMATION

As the need for the digital transformation of business processes
accelerates, how are you going to prove the return on investment?


1B – INVESTMENT STRATEGY THROUGH ‘LONG AND LOW’

As experts predict a ‘new normal’ of
long and low returns, is your current
investment review strategy as robust
as it could be? Join our panel of
experts as they take you through
strategic portfolio considerations.

  • John McCareins, Managing Director, Asia Pacific, Northern Trust Asset Management
     
  • Shai Vichness, Managing Director, Head of Senior Leveraged Lending, TIAA Global Asset Management (USA)
     
  • Steve Waddington, Portfolio Manager, Multi-Asset Strategy Group, Insight Investment

1C – USING VIDEO TO CONNECT WITH YOUR MEMBERS

As funds increase their focus on the
provision of advice to members in
regional, rural and remote
communities, this session will explore
the tricks, tools and techniques member
engagement professionals need to
connect and build trust with members
via video.

1D – CHANGE IS HERE TO STAY

You can’t avoid it, it’s out there and is
happening at a rapid rate.
Workplaces in super and elsewhere
are changing. It can be daunting,
confronting, exciting, challenging and
uncomfortable. Traditional roles are
being altered or morphed into other
roles and there is a whole new set of
skills required to run a fund of
today.

  • Helen Wood, Chief Executive Officer, TMS Consulting

CONCURRENT SREAM 2

 

2A – THE FIVE STEPS TO A SUCCESSFUL VOICE OF CUSTOMER PROGRAM

A strong Voice of Customer (VoC) program plays a pivotal role in improving the member experience. So what does it take to get it right? Our speakers will explore the key elements needed to deliver a winning VoC program in your fund.

2B – RETIREMENT AND AGEING – GETTING IT RIGHT FOR MEMBERS

Preparing to retire can be challenging, confronting and a time of mixed emotions. This session will explore common fears and concerns about retirement and how super funds can do more to help members prepare for this next chapter in their lives.

2D – THE CHALLENGES OF THE WIDENING ECONOMIC INEQUALITY GAP: IDEAS FOR INVESTORS

In terms of responsible investment, inequality is emerging as a central issue of the ‘S’ in ESG factors as climate risk is to the ‘E’. The political events of 2016 have also contributed to this.

Back to top


DAY 2 - THURSDAY 23 March 2017

Available Sessions

Speaker

REINVENTING ADVICE
(PREREGISTRATION REQUIRED)

What if you could redesign the advice offering for the super industry? How would you build an advice model that members would engage with?

CONCURRENT STREAM 3

 

3A – MILLENIALS: NOT WHAT YOU EXPECTED

Entitled, spoilt, lazy and self-obsessed – that’s millennials right? Maybe it’s not quite what you thought. Hear from two experts who will share their leading research and marketing know-how to help you understand the attitudes of millennials and better connect with this often misunderstood generation.

3B – RISK, CULTURE AND ETHICS – DO THEY NATURALLY CO-EXIST?

There is growing evidence that a high functioning organisational culture can be linked to better business and financial performance.

3C – TURNING OUR ATTENTION TO PORTFOLIO CONSTRUCTION

Given the current geopolitical risks around the world - it’s time to start looking at your portfolio construction and what this means for your fund and for your members.

3D – INVESTMENT OPTIONS IN RETIREMENT – WHAT WORKS, AND FOR WHOM?

The growing focus on retirement income means it is crucial your fund has the right asset allocation in default post-retirement products to match its membership profile. This session examines both what is the optimal post retirement investment default for different groups of retirees as well as what behavioural biases might nudge members into staying with the default.

FORUM 2A – NO PLACE LIKE HOME – THE FOURTH PILLAR IN RETIREMENT

Housing has long been regarded as the fourth pillar in retirement. But with declining levels of home ownership, this pillar is on shaky ground. Leading economic commentator, Saul Eslake, will discuss the findings of a special report on housing affordability and retirement outcomes.

  • Saul Eslake, Independent Economist and ViceChancellor's Fellow, University of Tasmania

FORUM 2B – RESPONDING TO THE REALITIES OF LIVING IN THE AGE OF THE CONNECTED MEMBER

The Connected Marketer is a new approach to marketing that combines digital and physical experiences. Through the merge and synchronisation of physical, digital and sensorial experiences, Paul Berney, Managing Partner of mCordis, suggests you can create stronger emotional connections between brands and individuals.

CONCURRENT STREAM 4

 

4A – OMNI-CHANNEL – THE ‘WHEN AND HOW’ OF MEMBER EXPERIENCE

Member expectations are evolving in line with the way companies like Google, Apple and Amazon redefine the onmi-channel customer experience. As companies shift away from product to ‘how do I better understand this customer?’, how is your fund applying omni-channel thinking to serve members when and how they want?

 

4D – BRIEFING ON GLOBAL CALL CENTRE TRENDS

The trend for super funds to bring at least part of their call-centre function in-house has led to fresh challenges and opportunities for our industry.

  • Jude Carter, Principal Consultant, Customer Experience & Collaboration, Dimension Data

 

Back to top


DAY 3 - FRIDAY 24 March 2017

Available SessionsSpeaker

FORUM 3A – CYBER SECURITY - NOT JUST AN I.T. PROBLEM

The digital safety of your fund is not just about the systems and technology. It is a multifaceted responsibility that is shared from the Chair of the board right through the entire organisation. In this strategic session, Sean Duca of global cyber security enterprise, Palo Alto Networks, will translate the tech talk to help you understand more about managing cyber risk in your fund.

  • Sean Duca, Vice President and Regional Chief Security Officer, APAC, Palo Alto Networks

PLENARY 5 – SO YOU THINK YOU’RE STRATEGIC?

What does thinking strategically really mean? Is it an ability that you are born with or is it something you can learn and refine? Strategy is to business what jam is to scones. Thinking and behaving strategically these days is essential to survive the competitive landscape we operate in. In this keynote address, award winning broadcaster and global strategic leadership coach, Colin Pidd will talk about being truly strategic. From working globally with a myriad of organisations, Colin will reveal how people, culture, courage and conversations can help you become more strategic.

  • Colin Pidd, Global Partner and Managing Director Asia Pacific, Conversant

CONCURRENT STREAM 5

 

5A – CLICKS Vs CLAPS

In a world of digital, is there a role for BDMs and relationship managers? What value can you attribute to a round of applause after a face-toface session Vs multiple clicks from a digital campaign? Join our expert panel from leading digital agency, Zenith Worldwide, who will share their strategic thinking on maximising customer experience across the different online and offline channels.

5B – READ ALL ABOUT IT! STRATEGIC IMPLICATIONS OF MEDIA CONCENTRATION FOR PROFIT-TOMEMBER FUNDS

Media concentration has implications for how superannuation funds and retirement savings are portrayed to average Australians. This session will consider future scenarios for the media landscape, and what funds can do to promote profit-for-member super.

5C – IMPROVING RETIREMENT OUTCOMES FOR INDIGENOUS MEMBERS

This session explores the current issues for Indigenous members of superannuation funds and looks closely at what your fund can do to be more inclusive.

  • Fiona Guthrie, Chief Executive Officer, Financial Counselling Australia; Amanda Young, Chief Executive Officer, First Nations Foundation; Nathan Boyle, Senior Analyst, ASIC Indigenous Outreach and Jake Sims, Research Officer, AIST

5D – INTERNATIONAL TRENDS – HAVE PENSION SYSTEMS MET THEIR OBJECTIVES AND IS DISCLOSURE ASSISTING?

Two key issues are currently being examined – the objectives of the super system and changes to disclosure. This session examines how other countries have met the challenge of examining whether super systems are delivering, as well as how they are handling their disclosure frameworks.



Back to top