8.45 - 9.00 am Opening address

Toby Potter IMAP Chair opening remarks on the imperative to "Get Connected", and introduces our MC for today - Marie-Anne Lampotang

9:00 - 9.35 am

Advice business transformation through portfolio risk technology

In this session Damien Mooney from BlackRock will explain why risk matters and how risk technology is improving the adviser/client experience. Drawing on experiences from around the globe, the session will outline why understanding risk in portfolios is more vitally important than ever before, and why wealth management firms can and should be using sophisticated technology already in use by investment management firms for decades to advise on investor portfolios. The session will outline examples of how risk technology is enabling better outcomes for advised clients, greater efficiency in how advisers run their practices and crucially how this technology is improving advice firms’ ability to monitor their business for regulatory purposes.

9.35 - 10.15 am

Developing a technology strategy

As winner of the IMAP Managed Accounts Award for Innovation, Praemium’s Martin Morris and Adam Pointon will discuss the next-generation of managed account technology, key influences on technology strategy and developing a innovative business culture, as well as outlining some of the methodologies you can utilise to drive your own technology projects.

Morning Tea Break

10.40 - 11.15 am

Budgeting for technology - technology as a driver of your business strategy

Lifewealth the Lonsdale Innovation Practice of the Year is so serious about technology that they have a Digital Division. Jason Harwood CEO of Lifewealth talks us through how he makes technology strategy reflect business strategy

11.15 - 11.50am

Goals based advice tech - 2020 and beyond

Jacqui Henderson of Advice Intelligence brings a unique perspective on our journey through advice past, present and future. Using goals-based advice (GBA) tech to create a sustainable advice model of the future. • Why goals based advice tech is the future? • What does goals based advice really mean? • How do you practically use GBA with clients to improve your Customer experience?

11.50 - 12.30pm

Managing an advice business in a time of heightened risk focus

Risk management in advice businesses is moving from an audit and sample methodology to a continuous monitoring requirement. But how do the senior managers in advice businesses understand which are critical risks and which are less significant? How do principals in an advice business know that their risk management is grounded in solid data? How can data and tech move licensees from a reactive to proactive approach, identifying risks before they become issues. These are the challenges all owners of advice businesses must answer. Hear Stuart Frith, ex ASIC and now leading Iress' data intelligence business, talk about using data to manage ongoing and ad hoc risks.

Lunch

1.30 - 2.05pm

Can we learn from wealth management technologies used in USA?

Morningstar grew from a Chicago based start-up to a global investment research company. Join Jamie Wickham as he shares how Morningstar is using technology to help shape the future of financial advice.

2.05 - 2.50pm

Can you answer these questions? – evidence that advice businesses need a data warehouse

Our panel comprised of Julian Pitt – Centrepoint Alliance, Tony Carter – AZNGA and Ronan Leonard - Refinitiv confront our reality of "data data everywhere, but how do we look after it?" You will find out more about the new tool in wealth management - Data Warehouse and how this integrates with your technology stack

Afternoon Tea break

3.15 - 3.50pm

If you want something done properly you’ve got to do it yourself

The paper-based fact find has been used by advisers for more than 20 years. ifactFind is a method of recording, updating and tracking information that can be exported (API or CSV) into (technically) any financial planning. It wasn't available -so i built it! Presented by Paul Moran of Moran Partners Financial Planning

3.50 - 4.25pm

Portfolio management – Look Ma, No platform

Tony Lynch, a director of FinClear, will explore: - The rapidly changing world of platforms and managed accounts in Australia today - The difficulties of differentiating between multiple service providers and the maze of acronyms and jargons in our industry - The simplicity of using HIN based Managed Accounts as an alternative to platforms and/or custody models.

4.25pm

Closing remarks