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2023 schedule and agenda

08:00am - 08:45am

Registration and networking

08:45am - 08:55am

MC welcome

08:55am - 09:30am

Panel: Building a stronger future: Empowering women in financial services

Join us for an insightful discussion on the current state of the financial services industry as we shine a spotlight on the unique challenges faced by women and the efforts being made to promote inclusivity and diversity.

During the panel, we will explore a range of tools and support systems available to women in finance, and together we’ll discuss strategies to increase the representation of women the financial services industry across generations.

Discover how to contribute to creating an inclusive and empowering profession of choice for women in financial services. It’s a fantastic opportunity to learn, share experiences, and be part of a positive change.

Camilla Love
Camilla Love
Director,
Perennial Investment Management and Founder, F3 - Future Females in Finance
Joanna James
Joanna James
Chief Development Officer, Finance Brokers Association of Australia and lead of the FBAA's Artemis Space
Dr. Samone McCurdy
Dr. Samone McCurdy
Executive Manager Capacity Building ,
Workplace Gender Equality Agency
Annie Kane
Annie Kane
Managing Editor,
Mortgages, Momentum Media
09:30am - 10:05am

Keynote: Lessons on growing a multi-million-dollar business from nothing

Join us for an extraordinary session as we unveil the secrets to building a multi-million-dollar business from the ground up, presented by none other than the remarkable Jess Hatzis, a true trailblazer in the world of entrepreneurship.

In this captivating session, Jess Hatzis, co-founder and CEO of Willow & Blake, and the brilliant mind behind the globally renowned skincare brand, frank body, will take you on an unfiltered journey through her awe-inspiring life as an entrepreneur. Discover the raw and authentic challenges she faced on her path to becoming one of Forbes' 30 under 30, and how she established herself as a dominant force in the business world.

Learn from Jess's invaluable lessons as she shares her tried-and-tested strategies, empowering you to recognize your true worth in the financial services industry. Get ready to be inspired and motivated by her captivating story, proving that with the right mindset, determination, and unwavering self-belief, there are no limits to what you can achieve.

Jess Hatzis
Jess Hatzis
Co-Founder,
Willow & Blake/frank body
10:05am - 11:05am

Brunch and networking

11:05am - 11:40am

Panel: Balancing business and life: Insights from industry leaders

Life doesn’t pause for business. Prepare to be inspired as leading business owners share their personal journeys, providing valuable insights into how they juggled health, family and life’s challenges while building their successful businesses.

Key highlights:

Navigate the path to success: Firsthand experiences and strategies
Discover the firsthand experiences and proven strategies from our esteemed panellists as they navigate the unique challenges of running a successful business. Gain valuable insights into overcoming obstacles, building networks and seizing opportunities in the competitive business landscape.

The power of succession planning: Lessons learned from real-life challenges
Our panellists will delve into the importance of succession planning and share their personal lessons learned in managing a business while facing real-life challenges. Gain practical advice and valuable tips on effectively addressing family planning, menopause and health-related obstacles to ensure the continuity and resilience of your business.

Join us for an engaging discussion with industry leaders who have successfully overcome hurdles in their entrepreneurial journeys. Acquire actionable strategies and invaluable wisdom to elevate your own business while effectively managing the complexities of personal life.

Content warning:
In this session we will cover a variety of topics, some of which you may find triggering. These topics include familial violence, self-injurious behavior, death or dying, pregnancy or childbirth, and miscarriages or abortion.

Kim Payne
Kim Payne
Empowerment Coach
Louisa Sanghera
Louisa Sanghera
Finance & Mortgage Broker,
Zippy Financial Group
Tracey Sofra
Tracey Sofra
CPA,CFP, Managing Director & Founder,
Sofcorp Wealth and CEO & Founder of WOW Women Group
Maja Garaca Djurdjevic
Maja Garaca Djurdjevic
Managing Editor,
Advice and Distribution
11:40am - 12:15pm

Panel: Thriving together: How to support clients from diverse backgrounds

In this session we invite you to unlock the keys to effectively supporting clients from diverse cultural backgrounds, opening doors to new opportunities and enriching your professional experience.

Prepare to be captivated by the stories and insights shared by diversity advocates who have paved the way for success. Discover practical tips and strategies that will enhance your understanding of cultural nuances, allowing you to build trust and forge meaningful connections with clients from all walks of life.

Expand your cultural awareness and gain the skills needed to navigate your clients’ unique practices and expectations, providing tailored solutions that exceed their expectations.

Together, let’s embrace diversity and unlock the potential it holds for professional growth and unparalleled client satisfaction.

Larisha V Jerome
Larisha V Jerome
Manager,
Women’s Economic Empowerment at First Nations Foundation
Lielette Calleja
Lielette Calleja
Director,
Business Depot
Min-Shi Michelle Lim
Min-Shi Michelle Lim
Organisational Culture and Change Lead,
Reserve Bank Australia, Dr John Yu Fellow for Cultural Diversity and Leadership
Maja Garaca Djurdjevic
Maja Garaca Djurdjevic
Managing Editor,
Advice and Distribution
12:15pm - 12:35pm

Keynote: Value creation starts with self-leadership

REA Group Chief People and Sustainability Officer, Mary Lemonis, leads REA’s global people and sustainability portfolio and is a founding member of the International Women’s Forum Australia. In this keynote, Mary will share lessons learned from more than 20 years in executive roles across the globe, including the power of focusing on self-leadership, choosing how you show up to scale your impact, and how to maximise shared value for you, your teams and your business.

Mary Lemonis
Mary Lemonis
Chief People and Sustainability Officer,
REA Group
12:35pm - 01:00pm

MC close & networking reception

01:00pm

Event close