Prepare
your future
— start now.

 

Our customers, technologies and networks are transforming. The changes we make in our businesses today will have a huge impact on what our industry looks like in five years time. But how do you know that the changes you make will be the right ones? And where do you find time to implement meaningful transformation in such a fast-paced, busy role?

Broker 2020 has been specifically designed to help you meet this challenge. Learn from the success stories of business leaders, mentors and peers and take away practical solutions to fit your business and your career.

Attend today, watch your business grow tomorrow!

LEARN HOW TO:

  • Take your business or career to the next level, with targeted sessions for owner operators, managers, young executives, back office support and more;
  • Implement the best structures for your business to increase productivity and profits;
  • Assess whether outsourcing is right for your business and gain a deeper understanding of the pros and cons from those who have done it; and
  • Adopt tools to navigate change simply and efficiently, bringing teams, referral networks and clients with you on your journey.

Don’t miss this opportunity to gain one day professional development, close to home and targeted to your business.

WHO SHOULD ATTEND?

Whether you are an owner operator or part of a huge corporation, this event is designed to suit the whole team. Broker 2020 offers bespoke workshop and networking sessions for senior and junior brokers, young executives, business owners, managers and back office and support staff, making sure you get the right information for your business and career.

10 REASONS TO ATTEND:

  1. Economic and Housing Breakfast Update
    Take home critical, state specific learnings to share with your customers
  2. Key Business Solutions for 2016
    Our industry leading speakers and workshop facilitators will provide key solutions tailored to you and your business
  3. ASIC Broker Inquiry - Update
    Gain an intimate insight into the mortgage broking enquiry - Have your questions answered
  4. Peer to Peer Learning
    Learn from award winners and take home practical solutions to apply to your business
  5. Evaluate Broker Innovation
    Change is a constant. Challenging the way you think, will help you identify new opportunities in your business. In business, if you’re not disrupting the way you operate, somebody else is.
  6. Attend Focused Streams
    Every broker business is different, select a tailored option that best suits your business; sole operator efficiencies, create a vision and action plan as a new entrant, and/or as a business owner learn how to drive productivity and maximise profits.
  7. Team Development Opportunities
    Reward your back office staff to an afternoon out of the office and increase their efficiency in time and file management.
  8. Celebrate Local Excellence
    Take the opportunity to join colleagues and peers, be recognised and celebrate excellence in your state with the MFAA Excellence Awards
  9. Visit Industry Showcase
    Interact with industry leading stakeholders – Walk away with tailored solutions to meet your support your business
  10. Prepare for the future, start now!
    MFAA Broker 2020 aims to inspire new and forward thinking, provides you with the opportunity to engage with industry experts and network with award winning colleagues whilst facilitating practical solutions to disrupt your business and drive success.
  • 07.00
    Registration
  • 07.30
    Breakfast: State Economic and Housing update
    *Attendees are welcome to invite referral partners or key clients – See ticket pricing
  • 08.45
    Breakfast concludes: Take the opportunity to network with peers and solution providers in the trade show area
  • MORNING PLENARY
  • 09.30
    Welcome from the MC
    Kate Mills, Chief Executive Officer - Financial Executives Institute of Australia
  • 09.40
    Welcome from MFAA: What can we learn from global responses to industry change?
    Siobhan Hayden, Chief Executive Officer - Mortgage and Finance Association of Australia (MFAA)
  • 10.10
    Transforming your businesses in the face of digital disruption
    Gus Balbontin, Former Executive Director & Chief Technology Officer - Lonely Planet
  • 11.00
    Morning tea and networking
  • 11.30
    Consumer Credit Regulatory Update
    ASIC Representative
  • 12.15
    How to build an achievement culture for business success: ‘Walking the talk’
  • 13.00
    Networking Lunch
  • STREAM SESSIONS
    Attendees can choose to attend one of the following streams:
  • Stream 1:
    Commercial
    Brought to you by
    Stream 2:
    Sole Operators
    Brought to you by
    Stream 3:
    Back Office Support/File Managers
    Stream 4:
    New Entrants
    Brought to you by
    Stream 5:
    Business Owners
    Brought to you by
    Stream 6:
    Young Professionals
    Brought to you by
    Stream 7:
    CHINA READY
    Brought to you by
    Stream 1: Commercial
    Stream 1: Commercial
    Stream 2: Sole Operators
    Stream 3: Back Office Support/File Managers
    Stream 4: New Entrants
    Stream 5: Business Owners
    Stream 6: Young Pros.
    Stream 7: CHINA READY
  • 14.00
    PANEL DISCUSSION
    Traditional and non-traditional funding methods: What’s new and what’s coming
    Growing your business and influence by creating a proactive referral team

    Craig West - Exit Planning Institute

    Becoming a time management super star

    Cholena Orr - Pac Executive Human Capital

    Create a vision and action plan for the future of your business

    Your Local Business Development Manager MFAA

    Creating the right structure to drive productivity and maximise profit

    Stuart Donaldson - Banyan Co

    Creating a personal action plan to future proof your business and determine the future of the industry

    Gus Balbontin - Lonely Planet

    Fundamental steps to make your business CHINA READY

    Luke Knight - Kaplan

    Traditional and non-traditional funding methods: What’s new and what’s coming

    Broker and Lender panel discussion

  • 15.00
    Leveraging the opportunity of the baby boom tsunami

    Craig West - Exit Planning Institute

    PANEL DISCUSSION
    The Outsourcing Option: Improving Productivity & Work Life Balance

    Facilitator:
    Kate Mills - Financial Executives Institute of Australia

    PANEL DISCUSSION
    Learn how to adopt industry best practice in file management

    Facilitator:
    Cholena Orr - Pac Executive Human Capital

    Tools to achieve rapid growth by optimising mentoring, networking and referral networks

    Your Local Business Development Manager MFAA

    PANEL DISCUSSION
    Increase productivity and profits using tried and tested business models

    Facilitator:
    Stuart Donaldson - Banyan Co

     
     
    Leveraging the opportunity of the baby boom tsunami

    Craig West - Exit Planning Institute

  • 15.45
    Afternoon Tea & Networking
  • FINAL PLENARY
  • 16.15
    Building a positive and resilient mindset
    David Penglase, Founder - Intentionomics
  • 17.00
    Farewell from the MFAA & MC and close of conference
    Siobhan Hayden, Chief Executive Officer - Mortgage and Finance Association of Australia (MFAA)
    Kate Mills, Chief Executive Officer - Financial Executives Institute of Australia
  • EXCELLENCE AWARDS
  • 18.30
    Pre-Dinner Networking Drinks
  • 19.00
    2016 State Excellence Awards
CPD HOURS:
Breakfast – 1 CPD, Conference Sessions – 4 CPD, Stream Sessions – 2 CPD
Total: 7

< BACK TO PROGRAM 07:30 - Breakfast: State Economic and Housing update

 

 

Jim Murphy Under Treasurer
Queensland Treasury
Economic - QLD
Jim commenced as Queensland's Under Treasurer on 1 June 2015.

Formerly a senior executive with the ANZ Bank, Jim is also regarded as an outstanding senior policy executive and respected government leader.

Before his role with the ANZ Bank, Jim was Deputy Secretary in the Federal Treasury for more than a decade and also held a number of senior executive positions in the Commonwealth Departments of Treasury, Attorney-General and Finance. His distinguished career also includes a role as an advisor with the International Monetary Fund in Washington DC, and for a short period he worked as Chief of Staff in the Office of the Prime Minister. Jim was also awarded a Public Service Medal for his strategic economic advice that formed the government’s response to the global financial crisis.

 

Dr Andrew Wilson Chief Economist
Domain
Housing - QLD, NSW, SA
Dr Andrew Wilson is one of Australia’s leading housing market experts. He is the Chief Economist for the Fairfax-owned, Domain Group. Dr Wilson is a housing market specialist and presenter for the Committee for Economic Development of Australia (CEDA) and an appointed housing market expert and adviser to the Federal Government funded, Australian Urban Research Infrastructure Network. Dr Wilson holds a PhD and Masters by Research in Housing Market Economics together with graduate qualifications in Econometrics and Construction Economics.

Dr Wilson’s experience spans senior property and construction research positions within industry, academia and government. He has published research in various academic journals and industry publications, covering a wide range of residential property and construction issues.

 

John Nicolaou Director
ACIL Allen Consulting
Economic - WA
John Nicolaou joined the ACIL Allen Consulting – Australia’s largest independent economic, public policy, and public affairs management consulting firm – in August 2015 as the Director of the Perth Office.

John is highly respected across business and government at a state and federal level, with nearly 20 years of experience as an economist, policy leader and senior executive working at the Commonwealth and WA Treasuries and the Chamber of Commerce and Industry of WA (CCIWA).

As Chief Economist at CCIWA for more than 10 years, John built a reputation as WA’s leading economist, and was regularly sought out for his insights by the media and as a speaker at major conferences and events. Under John’s leadership, CCIWA became a key source of economic intelligence, with John developing the State’s only surveys of business and consumer confidence, a leading index of WA economic activity, and forecasting model for the WA economy.

 

Hayden Groves President
Real Estate Institute of WA
Housing - WA
Hayden Groves acquired dethridgeGROVES Real Estate (formerly John Dethridge & Co) in 2004, after having worked as a successful Sales Representative for 6 years with John Dethridge. As the Principal of dethridgeGROVES Real Estate, Hayden holds his triennial license, has an honours degree in politics and is a licensed auctioneer.

Hayden is also currently the President of REIWA (Real Estate Institute of WA), after having served as the Deputy President since October 2013 and having been on council since 2010. In December last year, Hayden was elected as the REIA (Real Estate Institute of Australia) Deputy President and is also on the Board responsible for the industry’s most widely distributed real estate newsfeed, The Real Estate Conversation.

 

Rodney Maddock Non-Executive Director
Committee for Economic Development of Australia (CEDA)
Economic - VIC
Professor Maddock is a strategist, economist and policy analyst with extensive senior managerial experience in the financial sector. Rod's research is mainly on banking, wealth management, markets.



Rodney's time is split between Monash and Victoria Universities and the Economic Society of Australia. He is Adviser Director of the Monash Business Policy Forum and a Director of CEDA. Rod is a regular commentator for the Australian Financial Review and The Conversation.

 

Daniel Mulino Parliamentary Secretary
Department of Treasury and Finance
Economic - VIC
Daniel was elected to the Victorian Parliament in 2014 as the Member for Eastern Victoria Region in the Legislative Council. He is the Parliamentary Secretary for Treasury and Finance.

He has previously held the positions of Economic Adviser to the Hon Bill Shorten MP, Commercial Adviser to the former Treasurer, the Hon John Lenders MP and Senior Economic Adviser to the former Premier, the Hon Steve Bracks MP. He also served as Deputy Mayor and Acting Mayor of the City of Casey.

Daniel has held various senior positions, a Senior Consultant with the Nous Group, a Consultant with the World Bank, Washington D.C. and a Director of Policy at Pottinger (independent advisory firm).

Daniel holds a PhD Economics at Yale University, a Master of Economics (Hons) at the University of Sydney and a Bachelor of Arts/Laws (LLB) (Hons) at the Australian National University.

He's had much success in the Debating arena - topping it off with Best Speaker at the World University Debating Championships in 1993 in Oxford.

Daniel is married with a two year old daughter and is a passionate supporter of the Carlton Football Club.

 

Greville Pabst Executive Chairman & Co-Founder
WBP Property Group
Housing - VIC
With three decades of experience in the Australian property market, Greville Pabst has expertise across valuations, property advisory and commercial property management. His valuations experience extends to all types of Australian commercial, residential and specialised properties. Greville is a columnist in the Herald Sun, judge on reality TV show The Block, and regular media commentator.

He is a Fellow member of the Royal Institute of Chartered Surveyors, the Mortgage and Finance Association of Australia and the Australian Property Institute, where he is a determining valuer for dispute resolution. Greville is also vice president of the MFAA Victorian Council. Prior to becoming a partner of WBP Property Group in 1996, Greville was a commercial valuer with Fitzroys Real Estate in Melbourne for three years, and before this was a senior valuer with Westpac Property Finance for eight years.

 

James Hickey Partner - Banking and Insurance
Deloitte Touche Tohmatsu
Economic - NSW
James has worked with Deloitte for over 20 years across Australia, New Zealand, South Africa and the United Kingdom. He is a Fellow of the Institute of Actuaries of Australia and a Partner in the Deloitte Actuaries & Consultants team based in Sydney.

He has assisted a number of banks, non-banks and mortgage broker groups across a range of advisory services, from strategy and operating model reviews to deep technical analytics on their lending portfolios. He leads Deloitte’s actuarial advice services in the banking sector.

James is the lead author of Deloitte’s annual Australian Mortgage Report which has been running for 10 consecutive years. This covers trends and challenges in the residential mortgage market for consumers, banks and brokers.

 

Darryl Corbett Visiting Fellow, South Australian Centre for Economic Studies
University of Adelaide
Economic - SA
Darryl has worked in senior financial and economic advisory and management roles in the Federal Departments of Treasury and Prime Minister and Cabinet, Bank SA, Adelaide Bank and Access Economics.

Most recently he was the Managing Director, Responsible Officer, Chief Economist, Adviser and Representative of Prescott Securities Ltd, one of Adelaide’s largest financial advisory and stockbroking firms with some $1.8 billion of clients’ funds under advice.

Darryl is a Life Member of the Financial Services Institute of Australasia; a Master member of the Stockbrokers Association of Australia; a member of the Leaders Institute of South Australia, which incorporates The Governor’s Leadership Foundation; the Treasurer of Treenet; an Associate of the Self-Managed Superannuation Funds Association; and was for 5 years on the SA Judging Panel for the General Sir John Monash Awards.

He is currently a Visiting Fellow at the South Australian Centre for Economic Studies at the University of Adelaide.

< BACK TO PROGRAM 09:30 - Welcome from the MC

 

 

Kate Mills Chief Executive Officer
Financial Executives Institute of Australia
Kate Mills is a highly experienced business journalist, thought leader, innovator and speaker. She has previously edited Business Review Weekly and CFO Magazine and during this period she interviewed hundreds of leaders, chief executives and chairmen—a rare opportunity that has given Kate a unique insight into what makes a successful business.

Kate is a thought leader in content production, with a particular focus on content that is both efficient and valuable. At Business Review Weekly, Kate ran a team of 20 journalists, photographers, designers and production staff to produce a weekly magazine, daily newsletter and website. She brings with her 20 years’ worth of publishing experience.

Kate is an entrepreneur and innovator. Since leaving Fairfax Kate has set up ProfessionalMums.net—an online platform for highly skilled women looking to re-enter the workforce or find flexible work opportunities. Through ProfessionalMums.net Kate matches women with flexible employers with the end goal of redressing the gender balance in corporate Australia. This platform is supported by many leading organisations, including EY, Minter Ellison, IBM and Accenture.

Kate is also the CEO of the Finance Executives Institute (FEI), a mentoring and education institute for finance executives. Through FEI Kate runs a mentoring program that connects senior chief financial officers with up-and-coming finance executives in a mentoring relationship. She also runs regular networking lunches for the finance community in Sydney, Melbourne and Brisbane.

Finally Kate is an accomplished speaker who lends an equal amount of warmth and intelligence to any event, be it a large flagship conference or a smaller, more intimate round-table event. Kate’s gift is to be able to host the event, mingle with the audience and pull together disparate themes and conversations during the event into punchy insights that the audience can take home with them. If you want to take what’s happened at your event to a larger audience, then have a look at Kate’s popular Conference Anthropologist package!

< BACK TO PROGRAM 09:40 - Welcome from MFAA: What can we learn from global responses to industry change?

 

 

Siobhan Hayden Chief Executive Officer
Mortgage and Finance Association of Australia (MFAA)
Siobhan Hayden is the CEO of the Mortgage and Finance Association of Australia (MFAA), a mother of two, a proficient martial artist, a cancer survivor and a former security guard. Appointed to her role at the MFAA in October 2014, there’s no doubt Siobhan has a varied and enviable career background.

In her early 20s, she taught martial arts and moonlighted as a nightclub security guard – an industry that was instrumental in helping nurture her negotiation skills! From here, it was a progression up the HR career ladder, relocating to Ireland to work for Guinness in corporate governance, and being appointed Senior Project Manager for a project refresh at Woolworths on her return to Australia, a role which included negotiating with one of the biggest unions in the nation.

Siobhan’s in-depth knowledge of the mortgage broking industry was developed over her eight-year tenure at Finware Australia, a company providing software solutions to the broking industry. “While I’ve never been a broker myself, I have a genuine and deep understanding of the industry which is why I always take it as a huge compliment when people ask me, “How long have you been a broker?” she says.

A single mother with two daughters, aged seven and nine, Siobhan describes herself as a Type A personality, with a passion for fairness and equity, and a goal to ‘learn something new every day’.

< BACK TO PROGRAM 10:10 - Transforming your businesses in the face of digital disruption

 

  • Explore how you can use innovation frameworks to turn the threat of change into opportunity
  • Better understand how regulation enables or acts as a barrier to innovation
  • Learn how to ensure the ongoing relevancy of your products and services
  • Determine what business structures or processes are best suited to creating an adaptable and innovative business, ready for the challenge ahead

 

Gus Balbontin Former Executive Director & Chief Technology Officer
Lonely Planet
As the former Executive Director and Chief Technology Officer at Lonely Planet, Gus has a wealth of experience in navigating business disruption and transformation in an industry constantly undergoing reinvention. This combined with his background in investing, advising and founding new start-ups has seen Gus engage with people from the mailroom to the boardroom, from embryonic start-ups to large public corporations.

Gus worked with some amazing people and companies to help Lonely Planet tackle the digital revolution and muscle through a decade of disruption. With a curious and energetic style he worked to develop products and technology platforms that contributed to the revolution in travel and media. He has now hung up the boots of corporate life and is ready to share his experiences with others.

The lessons he shares can be applied to every industry, business and individual facing the challenges of the 21st century.

< BACK TO PROGRAM 11:30 - Consumer Credit Regulatory Update ASIC Representative

 

Hear from an ASIC representative on:

  • Regulatory priorities in relation to consumer credit
  • Compliance risks identified in previous reviews
  • Current activities in the home lending and finance broking sector
  • Boyd Honor Senior Manager - Deposit Takers, Credit and Insurers
    ASIC
  • Robert Allen Senior Manager - Deposit Takers, Credit and Insurers
    ASIC
  • Michael Blyth Senior Manager - Deposit Takers, Credit and Insurers
    ASIC
  • Kevin Foo Senior Manager Deposit Takers, Credit and Insurers
    ASIC
  • Christian Groves Senior Manager - Deposit Takers, Credit and Insurers
    ASIC

< BACK TO PROGRAM 12:15 - How to build an achievement culture for business success: ‘Walking the talk’

 

  • Learn to identify a healthy achievement culture and avoid the consequences of an unhealthy one
  • Discover guidelines on how to recognise the difference between accountability and responsibility, a promise and an intention
  • Uncover how to develop genuine shared accountability and strategies to reinforce a positive achievement culture
  • Walk away with an immediate action plan to positively impact the success of your business and personal relationships

 

Ian Young Sydney, Melbourne and Adelaide Ian has 20 years experience as a culture specialist, executive coach and leadership consultant working with leading companies and Federal Government departments. A deeply experienced coach, consultant and facilitator, his expertise includes the development of leaders, executives and managers through one-on-one, small team and organisation-wide interventions.

Ian has a Masters of Science (Coaching Psychology) from University of Sydney, a Diploma in Psychology from Monash University, a Diploma in Industrial Relations/Human Resource Management from Victoria University, a Bachelor of Engineering from Monash University and is accredited practitioner of Life Styles Inventory (LSI) and Myers-Briggs Type Indicator, as well as being a member of the International Coaching Federation.

 

Karen Schulz Brisbane Karen’s work in cultural transformation and business performance is grounded in over 20 years of experience as a senior manager, university lecturer, consultant, facilitator, coach and internal transformation agent. Karen has worked with executive teams and all levels of employees across a range of industries, including energy, finance, government and professional service environments. She brings her behavioral change expertise to the business environment so that sustainable transformation can be achieved.

Whether it is shifting an organisation’s culture, building a high performing team or internal group of champions, or coaching an Executive or Senior Leader, Karen applies a high level of positive energy and commitment to deliver quality solutions. Her creativity and innovation coupled with a pragmatic approach allows individuals, teams and organisations to identify, develop and achieve personal goals and organisational high performance.

 

Tess Tholstrup Perth Tess is a highly experienced and effective organisational psychologist, able to work with individuals, groups and leadership teams. She is passionate about assisting leaders and organisations to design and execute programmes that have high impact at the individual and organisational level. She has worked in national and international organisations in a variety of industry sectors.

Tess works with clients to design and implement interventions to build skills, shift mind-sets, develop leaders and manage talent to ensure a successful and sustainable change in behaviors. Her process of assisting leaders to make change, role model change, openly engage others, and highlight successes has enabled many businesses to successfully navigate transformation.

< BACK TO PROGRAM Stream 1: Commercial
Brought to you by


14:00 - Traditional and non-traditional funding methods: What’s new and what’s coming PANEL DISCUSSION

  • Be involved in discussions between lenders and brokers on the current and emerging options available to their clients
  • Hear case studies on how others have innovated in both short and long term borrowing for both asset purchase or business growth
  • Facilitator:
    Scott Milner ANZ
  •   Cosi DeAngelis ANZ
  •   Glen Barnes Commercial Finance Connections
  •   Lachlan Heussler Spotcap
  •   Peter Vala Think Tank
  • Facilitator:
    David Devenish Westminster National
  •   Aris Allegos Moula
  •   Belinda Wilson Prospa
  •   Cosi DeAngelis ANZ
  •   Joe Zappia Access Finance & Capital
  • Facilitator:
    Mary Nebotakis National Loan Solutions
  •   Adam Hutcheson Think Tank
  •   Aris Allegos Moula
  •   Cosi DeAngelis ANZ
  •   Jason Arnold Quattro Commercial Property Finance
  •   Nicholas Kakalis Finance Unlimited
  • Facilitator: Ray Slack Macarthur Finance & Capital
  •   Aaron Greffenius Loan Market
  •   Cosi DeAngelis ANZ
  •   Lachlan Heussler Spotcap
  •   Peter Vala Think Tank
  • Facilitator: David Lipschitz Logic Finance
  •   Cosi DeAngelis ANZ
  •   John Duncan Dunartin Capital Finance
  •   Lachlan Heussler Spotcap
  •   Peter Vala Think Tank
  •   Tom Waltham Capital United/Keystone Capital

 

15:00 - Leveraging the opportunity of the baby boomer tsunami

  • Learn why Baby Boomers exiting current businesses and investments present a huge opportunity to your business
  • Uncover why funding is the number one barrier to successful exits and how to maximise the baby boomer opportunity
  • Hear case studies and examples of how brokers can leverage this opportunity for business success

 

Craig West President
Exit Planning Institute
Craig West is a strategic accountant with over 20 years’ experience advising business owners. Craig’s practice Succession Plus is the largest business succession and exit planning firm in Australia and provides mentoring, advice and strategy for clients looking to prepare their business for a successful exit. He acts as a strategic business and financial mentor for mid-market business owners and has written four critically acclaimed books educating business owners on employee incentives, succession planning, asset protection and exit strategies. Craig is currently working on a DBA in the use of Employee Ownership Plans as a business succession and exit planning tool.

In March 2014, Craig was appointed Executive Chairman of the SME Association of Australia, an organisation focused on improving the success of SME’s in Australia and is also the host of My Business radio – a weekly broadcast focused on small business issues. In October 2014, he was awarded the Exit Planner of the Year, at the Exit Planning Institute Annual Conference in Texas, USA as a result of his innovative development of an exit planning process to help business owners maximize business value and achieve a successful exit.

< BACK TO PROGRAM Stream 2: Sole Operators
Brought to you by


14:00 - Growing your business and influence by creating a proactive referral team

  • Learn how to best work with SMEs: understand how they make decisions and how to get their business
  • Discover how to position yourself as an adviser - not ‘just a broker’ - and establish a long and profitable client relationships
  • Uncover how to establish a professional, proactive referral team that will provide your introduction to this highly desirable and profitable market segment

 

Craig West President
Exit Planning Institute
Craig West is a strategic accountant with over 20 years’ experience advising business owners. Craig’s practice Succession Plus is the largest business succession and exit planning firm in Australia and provides mentoring, advice and strategy for clients looking to prepare their business for a successful exit. He acts as a strategic business and financial mentor for mid-market business owners and has written four critically acclaimed books educating business owners on employee incentives, succession planning, asset protection and exit strategies. Craig is currently working on a DBA in the use of Employee Ownership Plans as a business succession and exit planning tool.

In March 2014, Craig was appointed Executive Chairman of the SME Association of Australia, an organisation focused on improving the success of SME’s in Australia and is also the host of My Business radio – a weekly broadcast focused on small business issues. In October 2014, he was awarded the Exit Planner of the Year, at the Exit Planning Institute Annual Conference in Texas, USA as a result of his innovative development of an exit planning process to help business owners maximize business value and achieve a successful exit.

 

15:00 - The Outsourcing Option: Improving Productivity & Work Life Balance PANEL DISCUSSION

  • Uncover how outsourcing can add value and flexibility to your business
  • Learn the practicalities of outsourcing from brokers who have implemented this strategy to grow their business
  • Debate on-shore versus off-shore and discover how to scale up your business without increasing your overheads
  • Facilitator: Kate Mills Finance Executives Institute
  •   Andrew Duerden Outsource Professional Services
  •   Craig Giles Loan Market
  •   Sam Best Blaze Finance
  • Facilitator: Kate Mills Finance Executives Institute
  •   Andrew Duerden Outsource Professional Services
  •   Hayden Dempsey Premium Portfolio Finance WA
  • Facilitator: Kate Mills Finance Executives Institute
  •   Andrew Duerden Outsource Professional Services
  •   Marios Rokka Loan Market
  • Facilitator: Kate Mills Finance Executives Institute
  •   Andrew Duerden Outsource Professional Services
  •   Martin Beanland Loan Market
  • Facilitator: Kate Mills Finance Executives Institute
  •   Andrew Duerden Outsource Professional Services
  •   Lee Banh Loan Market
  •   Meredith Adam LoanData
  •   Tom Caesar Positive Lending Solutions

< BACK TO PROGRAM Stream 3: Back office support/file managers

14:00 - Become a time management super star

  • Adopt a strategy to help you change time wasting habits into high performance habits
  • Uncover the high performance equation for success and identify triggers to help you develop better habits
  • Identify at least one habit change which will save you at least an hour per day

 

Cholena Orr Director
Pac Executive Human Capital
Cholena Orr has consulted to an impressive list of leading corporate companies, helping them optimise performance, engagement and retention. She is without doubt one of Australia's most in-demand workplace productivity experts.

As the Director of Pac Executive Human Capital, Cholena Orr leads a team of coaches and Human Capital specialists who consult to an impressive list of leading executives and corporate companies globally, helping them optimise performance, engagement and retention.

 

15:00 - Learn how to adopt industry best practice in file management PANEL DISCUSSION

  • Learn best practice file management from a panel of high performance award winning brokers and outsourcing file management companies
  • Understand how to adopt the systems and processes they’ve fine-tuned to ensure fast turnaround whilst maintaining a high level of accuracy in loan document management
  • Ensure you always ‘get it right and give it right’, the cornerstone of a successful file management operation
  • Facilitator: Cholena Orr Pac Executive
  •   Lisa Venn Time Home Loans
  •   Ruan Burger Time Home Loans
  • Facilitator: Cholena Orr Pac Executive
  •   Kylie Platt The Local Loan Company
  •   Tracey Imbuldeniya Property Finance Online
  • Facilitator: Cholena Orr Pac Executive
  •   Andrew Mirams Intuitive Finance
  •   James Angus PLAN
  • Facilitator: Cholena Orr Pac Executive
  •   Justin Doobov Intelligent Finance
  • Facilitator: Cholena Orr Pac Executive
  •   Barb Giamalis iLoad Loans
  •   Sam Walker Aussie

< BACK TO PROGRAM Stream 4: New Entrants
Brought to you by


14:00 - Creating a vision and action plan for the future of your business

  • Determine what your business will look like in the future and what steps to take to get it there
  • Understand how to manage growth, including managing competing priorities and choosing the right staff, at the right time
  • Create an action plan for the next week, month and year to achieve and measure your own personal vision of success

 

15:00 - Tools to achieve rapid growth by optimising mentoring, networking and referral networks

  • Uncover how to set up the right relationships to maximise the early growth stage of your business
  • Learn to identify potential mentors and coaches, the difference between the two and what you and they should expect
  • Take away tools to develop and manage proactive referral partnerships

 

Facilitated by your MFAA representative

 

Vicky Devine Business Development Manager
QLD
Vicky comes from a diverse 20 years history in 3rd party. She was formerly the Partnership Manager for a nationwide financial services group in NZ not only focused on home loans but also risk, financial planning, fire and general insurance. Vicky started in the industry as a broker working in management with attention to sales. She then moved into a diverse role, working across broking, asset lending, mortgage management and subprime lending.

More recently Vicky has been involved in the regulatory environment within financial services – most recently writing new unit standards with a focus on common competencies across all channels of financial services disciplines. Being a typical Kiwi, rugby is never far away.

 

Natalie Price Business Development Manager
WA
Natalie has nearly 30 years’ experience in the Financial Services sector having worked in a variety of roles including Customer Service, Retail Lending, Business Banking, Credit, Regional Management and Community Involvement. Natalie has been with MFAA for 6 and a half years as Relationship Manager and now Business Development Manager. She is delighted to be able to continue working with MFAA members in Western Australia.

In WA the industry is vibrant, progressive and highly engaged. The relationships are very strong and she loves being a part of a community where people are supportive of each other – even their competitors. Natalie is excited about the new direction of the MFAA and some of the upcoming initiatives that are intended to assist our members to achieve their business goals, whether those goals are for growth expansion, diversification or just to get smarter and more efficient.

 

Kylie Louden Business Development Manager
VIC/TAS
Kylie has 15 years’ experience within the Finance Industry, her focus is on building her Broker’s business through relationships, support and education. Kylie is passionate about the industry and aligns her professional direction with that of the MFAA. This strategic direction is a great benefit to Members and the on-going focus will be the continuation of raising the professional profile of the industry as a whole.

It is a very exciting time and Kylie feels very privileged to be a stakeholder of this movement. The greatest satisfaction Kylie gets from her position is seeing small businesses prosper and build a long lasting brand, and to know that she offered support to achieve this.

 

Zarko Jokic Business Development Manager
NSW/ACT
Zarko Jokic is a Mortgage Industry Specialist with fourteen years’ experience across learning and development, mortgage broking and mortgage business processing. Zarko has extensive experience developing and managing relationships with lenders, aggregator management and mortgage brokers. Zarko is results-driven and customer focused with a proven record of accomplishment in meeting requirements and service targets.

Zarko works with people across our industry to find their strengths and challenge their weaknesses to drive better results through focus and process improvement. People are inherently good and will be positive when the environment they find themselves in is positive. Zarko’s work with aggregators, lenders, business owners and consumers all share the same common goal; position finance brokers as the professionals of choice in the mortgage and finance industry.

 

Wendy Robertson Business Development Manager
SA/NT
Wendy has been MFAA’s SA and NT representative for over twelve years and has been an imperative conduit for the MFAA and the lenders, aggregators and members of South Australia and the Northern Territory.

< BACK TO PROGRAM Stream 5: Business Owners
Brought to you by


14:00 - How to create a structure to drive productivity and maximise profits

  • Learn how to effectively use and manage resources to produce sales
  • Uncover what marketing activities are most effective at attracting new customers
  • Determine how to assess the benefits, opportunities and pitfalls when embarking on a change to your business strategy including diversifying and outsourcing
  • Adopt tools for ongoing measurement and evaluation

 

Stuart Donaldson Founder and Owner
Banyan Co
Stuart Donaldson is the founder and owner of Banyan Co, an experienced banker and finance executive, educator, business coach and advocate for helping owners of small to medium enterprises. Stuart has more than twenty years’ experience in banking and finance, working extensively with business owners as a business leader in commercial banking. Stuart established the Business Advisory division of Westpac Banking Corporation and undertook an ambitious assignment to identify the best available financial management tools for SME’s. He was responsible for identifying, licensing and commercialising the highly acclaimed Beyond Survival financial education seminar series across Australia, New Zealand, The Pacific Region and Singapore. As a frequent surfer, Stuart appreciates that wipe outs can occur in business too. With structure and discipline these can be avoided and businesses can thrive.

 

15:00 - Increase productivity and profits using tried and tested business models PANEL DISCUSSION

  • Hear first-hand experiences from successful brokers on which business models have increased productivity and profits
  • Facilitator: Stuart Donaldson Banyan Co
  •   Scott Beattie Cube Central
  •   Wayne Marks Lady Bird Homeloans
  • Facilitator: Stuart Donaldson Banyan Co
  •   Arin Di Camillo Momentum Wealth
  •   Rose De Rossi Diversifi
  • Facilitator: Stuart Donaldson Banyan Co
  •   David Johnston Property Planning
  •   Sandra Mallia Loan Market
  • Facilitator: Stuart Donaldson Banyan Co
  •   Mark Stevenson Bell Partners Finance
  •   Nancy Youssef Classic Finance Group
  • Facilitator: Stuart Donaldson Banyan Co
  •   Chris Bonnici Aussie
  •   Chris Burns KeyInvest Lending Services

< BACK TO PROGRAM Stream 6: Young Professionals
Brought to you by



14:00 - Creating a personal action plan to future proof your business and determine the future of the industry

  • Work with your peers to determine the steps necessary to future proof your business and the broking industry
  • Explore the innovation framework and culture necessary to turn the threat of change into opportunity
  • Determine how the industry’s ecosystem is helping or hindering your ability to respond effectively to future disruption
  • Create a personal action plan to implement these learnings in your business

 

Gus Balbontin Former Executive Director & Chief Technology Officer
Lonely Planet
As the former Executive Director and Chief Technology Officer at Lonely Planet, Gus has a wealth of experience in navigating business disruption and transformation in an industry constantly undergoing reinvention. This combined with his background in investing, advising and founding new start-ups has seen Gus engage with people from the mailroom to the boardroom, from embryonic start-ups to large public corporations.

Gus worked with some amazing people and companies to help Lonely Planet tackle the digital revolution and muscle through a decade of disruption. With a curious and energetic style he worked to develop products and technology platforms that contributed to the revolution in travel and media. He has now hung up the boots of corporate life and is ready to share his experiences with others.

The lessons he shares can be applied to every industry, business and individual facing the challenges of the 21st century.

< BACK TO PROGRAM Stream 7: CHINA READY
CHINA READY brought to you by Kaplan



14:00 - Fundamental steps to make your business CHINA READY

Cultural awareness and effective engagement with Chinese investors.

Session Outline:

  • Understanding the Chinese investment mindset - What is driving Chinese investment demand in housing and business?
  • Chinese residents in Australia - how to attract both them and their networks in China?
  • Cultural awareness and differences between China and Australia – Introduction to the CHINA READY accreditation

 

Luke Knight Business Development Manager - Asia Pacific
Kaplan
Luke has been with Kaplan Australia for 12 years in a variety of business development and sales leadership roles. Luke is currently responsible for driving new business development and expansion into new markets and regions throughout Asia Pacific.

Luke works closely with other Kaplan International businesses to connect existing corporate relationships, uncover new large scale opportunities and roll out new products to various markets. Luke has worked closely with CHINA READY and Accredited since 2013 to develop the CHINA READY online cultural awareness program that is now being delivered globally.

Luke is committed to the growth and vision of financial services education and professional development and enjoys the opportunity to work with individuals and businesses to customise education programs.

< BACK TO PROGRAM 16:15 - Building a positive and resilient mindset

  • Fast-track the trust-building process to win more new, repeat and referral clients
  • Prioritise, focus and manage in times of disruption, distraction and change
  • Tap into your natural and aspirational goal-seeking energy to achieve even more in 2016

 

David Penglase Founder
Intentionomics
David has been working with top tier corporations and associations for over 21 years, helping leaders and their teams harness the power of realistic positivity, character and the Science of Intentional Trust.

David has a degree in business and human resource development, an MBA, a Master degree in Professional Ethics and is in his final dissertation year of a Master of Science degree in Applied Positive Psychology.

David is an international conference speaker and best-selling author. His presentations and masterclasses are high energy, entertaining, packed with evidence-based rich and practical content.

VENUE
5 May 2016
Hilton Brisbane
190 Elizabeth Street
Brisbane QLD 4000
(07) 3234 2000
www3.hilton.com

BREAKFAST
Breakfast registration: 7am
Breakfast starts: 7:30am
Breakfast ends: 8:45am

CONFERENCE
Conference registration: 9am
Conference starts: 9:30am
Conference ends: 5.00pm
Dress code: Business casual

EXCELLENCE AWARDS
Welcome drinks: 6.30pm
Awards begin: 7pm
Awards finish: 10.30pm
Dress code: Cocktail

ACCOMMODATION
Hilton Brisbane
190 Elizabeth Street
Brisbane, QLD 4000
(07) 3234 2000

Receive 7% off

the best available rate by contacting Hilton Brisbane in-house reservations on 07 3234 2000 or clicking here and quoting Corporate Code ‘113049396’.

VENUE
12 May 2016
Crown Perth
Great Eastern Highway
Burswood WA 6976
(08) 9362 8888
www.crownperth.com.au

BREAKFAST
Breakfast registration: 7am
Breakfast starts: 7:30am
Breakfast ends: 8:45am

CONFERENCE
Conference registration: 9am
Conference starts: 9:30am
Conference ends: 5.00pm
Dress code: Business casual

EXCELLENCE AWARDS
Welcome drinks: 6.30pm
Awards begin: 7pm
Awards finish: 10.30pm
Dress code: Cocktail

ACCOMMODATION
Great Eastern Highway
Burswood, WA 6976
(08) 9362 8888 (choose option ‘3’ after selecting Hotel)

Special event rate

Click here for your group rate.
Crown Promenade: Quote MOR110516PP
Crown Metropol: Quote MOR110516MP

VENUE
19 May 2016
Crown Promenade Melbourne
Level 2, 8 Whiteman Street
Southbank VIC 3006
(03) 9292 8888
www.crownmelbourne.com.au

BREAKFAST
Breakfast registration: 7am
Breakfast starts: 7:30am
Breakfast ends: 8:45am

CONFERENCE
Conference registration: 9am
Conference starts: 9:30am
Conference ends: 5.00pm
Dress code: Business casual

EXCELLENCE AWARDS
Welcome drinks: 6.30pm
Awards begin: 7pm
Awards finish: 10.30pm
Dress code: Cocktail

ACCOMMODATION
Crown Melbourne
8 Whiteman Street
Southbank VIC 3006
(03) 9292 6688

Special event rate

Click here for your group rate or call 03 9292 6688 or email reservations.mcp@crownhotels.com.au.

VENUE
27 May 2016
Sheraton on the Park
161 Elizabeth Street
Sydney NSW 2000
(02) 9286 6000
www.sheratonontheparksydney.com

BREAKFAST
Breakfast registration: 7am
Breakfast starts: 7:30am
Breakfast ends: 8:45am

CONFERENCE
Conference registration: 9am
Conference starts: 9:30am
Conference ends: 5.00pm
Dress code: Business casual

EXCELLENCE AWARDS
Welcome drinks: 6.30pm
Awards begin: 7pm
Awards finish: 10.30pm
Dress code: Cocktail

ACCOMMODATION
Sheraton on the Park
161 Elizabeth Street
Sydney, NSW 2000
(02) 9286 6462

Receive 10% discount

by contacting Sheraton on the Park in-house reservations on 02 9286 6462 and quoting ‘MFAA’.

VENUE
2 June 2016
Adelaide Hilton
233 Victoria Square
Adelaide SA 5000
(08) 8217 2000
www3.hilton.com

BREAKFAST
Breakfast registration: 7am
Breakfast starts: 7:30am
Breakfast ends: 8:45am

CONFERENCE
Conference registration: 9am
Conference starts: 9:30am
Conference ends: 5.00pm
Dress code: Business casual

AWARDS
Welcome drinks: 6.30pm
Awards begin: 7pm
Awards finish: 10.30pm
Dress code: Cocktail

ACCOMMODATION
Adelaide Hilton
233 Victoria Square
Adelaide, SA 5000
(08) 8217 2000

Special event rate

Click here for your group rate or call 08 8217 2000 and quoting Corporate Code ‘GMFAA’.

Broker 2020 Speed Sessions

If you can’t make it to one of our major city sessions, we will be holding a condensed three hour version of Broker 2020 in the following cities around Australia. Session will be presented by the MFAA team and will offer interactive peer workshops as well as a plenary session.

Members: $60
Non Members: $80
Includes session and light refreshment
3CPD

CAIRNS
10 May 2016
2pm-5pm
Novotel Cairns Oasis Resort
122 Lake Street
Cairns QLD 4870

HOBART
18 May 2016
2pm-5pm
The Old Woolstore
1 Macquarie Street
Hobart TAS 7000

CANBERRA
25 May 2016
8:30am-11:30am
The Boat House by the Lake
Grevillea Park
Barton ACT 2600

DARWIN
1 June 2016
8:30am-11:30am
Vibe Hotel Darwin Waterfront
7 Kitchener Drive
Darwin NT 0800

2016
EXCELLENCE
AWARDS

The MFAA Excellence Awards are the only mortgage industry awards managed by an external awards convenor, setting the industry benchmark.

This year, the MFAA will be introducing State based Excellence Awards in conjunction with the Broker 2020 series, celebrating local achievements.

With 16 MFAA Excellence Awards in total, including five new categories that will recognise young professionals, newcomers, administrators, customer service and community championship, there are plenty of opportunities to be recognised both as an individual and as a company for excellence in our industry.

Award submissions will be replaced by the introduction of a new streamlined process with no nomination process. Online submissions are now open!

Book
your ticket
now
BOOK NOW >
  STANDARD PACKAGE
Sessions, Streams & Excellence Awards
STANDARD
Sessions & Streams
Excellence Awards Breakfast Single Breakfast Double Stream - Bring a colleague
Finance Broker $689 $479 $249 $49 $69 $70
Business Member $799 $559 $279 $49 $69 $70
Non Member $909 $619 $329 $49 $69 $70
CPD Hours 6 6 0 1 1 1.5
Breakfast        
Plenary Sessions        
Stream Sessions      
Excellence Awards        
Refreshments In Trade Area      
All prices are inclusive of GST.
Contact MFAA Events Team for table registrations of 10 or more.
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GENERAL ENQUIRIES
MFAA Events
1300 554 817
events@mfaa.com.au
MEDIA ENQUIRIES
MFAA Marketing & Communications
Stephen Hale
(02) 8905 1316
stephen@mfaa.com.au
SPONSORSHIP ENQUIRIES
MFAA Sponsorship
sponsorship@mfaa.com.au
Broker2020
Book your
ticket now
PERTH MELBOURNE SYDNEY ADELAIDE