CMSF 2016 Attendance Toolkit

Transcription

1 16-18 March 2016 Adelaide Convention Centre CMSF 2016 Attendance Toolkit So you ve already mentioned to your boss that 100% of CMSF 2015 attendees surveyed would recommend this conference to their colleagues? You ve even mentioned that representatives of more than 60 not-for-profit super funds come along each year? Still don t have your ticket to CMSF? Then let us help you prepare everything you need to convince your boss to send you to one of the biggest not-for-profit superannuation events in the nation that will return you to work with insights and deliverables to help you in your role immediately. AIST s flagship event, the Conference of Major Superannuation Funds (CMSF), is the premier idea sharing and networking event for Australia s $650 billion not-for-profit superannuation sector and attracts the most prestigious and high level speakers both in and out of the super sector from government to industry. Held at the Adelaide Convention Centre from Wednesday 16 Friday 18 March 2016, the CMSF conference program is stimulating, informative and tackles the big issues across investments, policy, governance, marketing, communications, insurance, compliance, trustee director issues, administration and business development. This toolkit is designed for anyone seeking approval from their managers to attend this major industry event and is beneficial for those looking to discover the key benefits CMSF can bring to their fund.

2 WHY SHOULD YOU ATTEND CMSF 2016? PROFESSIONAL DEVELOPMENT AIST recognises the importance of continuing professional development and knowledge sharing through the delivery of high quality and engaging content. CMSF 2016 will deliver over 40 innovative sessions, workshops and forums across all areas of super fund management including governance & leadership, investment, member experience, marketing and member services including, insurance, administration and advice. Over three days, delegates will be immersed in the most topical subjects in superannuation and will walk away with the tools, tips and information to tailor effective strategies for their fund whilst gaining a better understanding of the current industry trends. WORLD-CLASS SUBJECT MATTER EXPERTS AND INDUSTRY FIGURES Over the years AIST has brought together some of the most inspirational figures from across the globe to share their knowledge at CMSF will be no exception with the following speakers already confirmed: Mellody Hobson CMSF s opening keynote will feature a fireside chat with Mellody Hobson. Mellody is chairman of the board for DreamWorks Animation SKG, Inc., director of The Estée Lauder Companies Inc. and Starbucks Corporation. As well as holding the title of president of Ariel Investments, Mellody was also named one of Time Magazines 100 most influential people in the world. Mellody will provide her views on financial literacy, diversity, governance and giving back to the communities which you serve. Toby Ralph and Dee Madigan When Toby and Dee aren t making appearances on ABC s Gruen Planet, they are driving the creative thinking behind some of Australia s biggest companies and advertising agencies. At CMSF Toby and Dee will tackle the challenge of being creative on a super fund budget. Martin Collings With the title of VP of Innovation Management at MasterCard, Martin is charged with creating a greater culture of innovation amongst employees throughout the whole organisation. Martin will talk through MasterCard s global strategies on driving innovation from the bottom up.

3 The Team from Stump the Strategist Three Step Change strategists will be live on stage, taking your challenges on marketing and communications, then answering them live! Bring your specific problems, or sit back and listen to others, then get your pen and paper ready to capture all the solutions! John Moore As the Director of Marketing at Bupa, John is charged with increasing member loyalty, but it is a hard nut to crack! John, along with his colleague from Bain & Co will show how they are using Net Promoter Score (NPS) to move their members on the path from disengaged to brand love. Karen Lawson Millennials, flexible working environments and the role of technology will all impact the workplace of the future. Karen Lawson, CEO, CareerOne will share her views on the key workplace trends that will be impacting super funds of the future. Dr Amantha Imber Dr Amantha Imber is a creativity and innovation psychologist, best-selling author, and founder of the award-winning innovation consultancy Inventium. Amantha will leave delegates with her tips on turbo charging your funds innovation strategy. Mark Degotardi and David Crosbie Championing the voice of the not for profit is at the heart of both of these CEO s. Mark heads up the Customer Owned Banking Association (COBA), while David oversees the Community Council for Australia. Mark and David will help delegates think about how to develop a clearly differentiated and competitive NFP market position to keep and win members.

4 KEY THEMES AND TOPICS MEMBER SERVICES FUND LEADERSHIP Insurance leading the claims management discussion Anatomy of an advice innovator how fintech is disrupting your world Call centres embracing transformation Super policy over the horizon how will the industry look in 2020? The Fees Debate where to from here? Insurance claims management what your board needs to know FORUMS FUND INVESTING Super Soap Box 4 innovative solutions to deliver a better retirement Tapping into the Regulators Radar hear from the regulators on the key issues Workplace of the future how will your fund need to evolve? Returns in a low yield environment maximizing your members money Global investment thinking leading global pension funds share their strategies Economic overview where to find value for your members MEMBER EXPERIENCE TECH TALK The future of B2B Marketing connecting with your employers Closing the Gap learn how to close the gap between member behaviour and what funds are delivering Leading digital transforming funds with technology Talk data to me a practical guide to interpreting and implementing a data strategy 100% of 2015 delegates surveyed say they would recommend CMSF to a colleague CMSF attracts over 1000 delegates from all facets of the super industry each year 60+ not-for-profit super funds are represented

5 DEDICATED NETWORKING OPPORTUNITIES CMSF attracts over 1,000 delegates across all facets of the superannuation industry each year. This includes fund trustee directors, executive managers, operational staff, representatives from government & regulators, service providers and various media outlets. The conference program is also designed to deliver longer breaks in between sessions, dedicated meetings spots around the venue and other social events such as the CMSF Charity Golf Day, Welcome Reception and the official Conference Dinner to increase your opportunites to meet as many delegates as possible. DISCOVER OVER 35 INDUSTRY SPECIFIC EXHIBITORS AT CMSF CENTRAL As the hub of the conference, CMSF Central provides the pathway for all delegates to connect with leading companies such as J.P. Morgan, Aberdeen, MoneySoft, KPMG, Mercer, ME, BoardPad, CommInsure and many more. CMSF 2016 will also see the addition of FinTech Alley which will showcase the latest financial technology start-ups primed to enhance your member s experience with your fund and simplify your back-of-house processes. Take part in live demos, grab some giveaways and see how our exhibitors can provide solutions for your fund. WHAT DID OUR CMSF 2015 DELEGATES HAVE TO SAY? I thought CMSF 2015 was one of the best super conferences I have attended in recent times. Julia Fellows, Trustee Director, Mine, Wealth + Wellbeing CMSF delivered content that was very relevant, up to date and specific. I felt that I got something out of each session I attended and I don t think I can say that about many conferences I attend. Well done! Roberta Albrecht, Manager, Employer Services, Energy Super Again, CMSF delivered a very informative conference program with good networking opportunities across the three days. Brett Murray, Service & Advice Supervisor, Mine, Wealth + Wellbeing

6 SAMPLE ATTENDANCE APPROVAL LETTER The below letter is your template to complete and submit to your manager in support of your proposal to attend CMSF. Copy the content straight into an and fill in the gaps to best suit your role and learning objectives. Dear [Manager], I would like to ask your approval to attend AIST s Conference of Major Superannuation Funds (CMSF) held in Adelaide from Wednesday 16 Friday 18 March, Now in its 26th year, this event is one of the only superannuation conferences in Australia that is tailored for not-for-profit super funds and will cover a range of topics that will be imperative to the growth of [your company name] such as fund investing, leadership & governance, member services & marketing and operations. After reading through the delegate testimonials on the AIST website and reviewing their program, CMSF 2016 promises to be an event that is focused on providing meaningful content that is all about improving the skills and knowledge of professionals in the superannuation industry. The key topics that I will benefit from at CMSF 2016 include: [List key topics or speakers specific to your role and learning needs] I believe my attendance at this conference will be a healthy investment for [your company name] as CMSF touches on current and future superannuation issues, strategies and ideas I can implement on the following key projects upon my return: [add project or initiative] As this event is attended by leading superannuation funds and service providers, I will also have the opportunity to network with like minded individuals and look for partnership opportunities to help further our business. I have also included an approximate breakdown of my participation at CMSF 2016 below: Airfare: $ Hotel (Insert discount here if applicable): $ Conference registration (Save over $400, if registering before Friday 4 December 2015): $ Miscellaneous (Meals/Taxi): $ Thank you in advance for your consideration of my request, I ll be sure to provide a post-conference report on the key learnings and recommendations to maximise our return on the investment. Kind regards, [Your Name] We hope you have found the information in this guide helpful, and if you require further details on the program and speakers which are continually evolving, simply visit for more details.