Program Overview

Sunday 21 October 2018
0930 – 1730

Registration Open

1100 – 1300

Women in Mutuals Forum 

Cynthia Payne will share insights from her own personal story to help delegates gain a deeper appreciation of what it will take on a personal, professional and company strategy level, to rise through the consumer led disruption.

Speakers: Cynthia Payne, Managing Director, Anchor Excellence


                                                        Sponsored by Bridges Financial Services:

1300 – 1330     

Lunch for Women in Mutuals Forum, Emerging Leaders and SAM Network Forum attendees
1330 – 1530

Small Australian Mutuals Forum

The Small Australian Mutuals Network invites its members to our second forum for 2018. We look forward to providing an update on our activities during the year which have been focused on seeking supplier referral agreements via Shared Services Pty Ltd.  We will also have updates from industry partners.

The SAM Network Forum will include a feedback session from our recent member survey discussing the future strategy and direction of the Network.


1330 – 1700

Emerging Leaders Session 1
The Emerging Leader stream kicks-off with an afternoon for you to get to know your fellow emerging leaders. Expect the unexpected with an icebreaker activity followed by a speed-networking session.

1600 – 1700

CUFSS Limited Annual General Meeting

1700 – 1900

Welcome Reception in the Exhibition

 


Come and explore
The Colours of Melbourne. Wander the graffiti covered laneways and sample some street food. Experience the sophisticated delights of a marquee at the Race that Stops a Nation. Or maybe have some fish & chips and a BBQ at Brighton Beach with its backdrop of iconic multi coloured bathing boxes. If you are in the mood for something sweet, enjoy a high tea in the glorious gardens. It’s all part of The Colours of Melbourne.

Monday 22 October 2018

 0730 – 1730

Registration Open

 0800 – 0900

Customer Owned Banking Association Limited Annual General Meeting
 0915 – 1045

Opening Plenary
Kate Mills, COBA 2018 Master of Ceremonies

COBA 2018 Opening Remarks
Michael Lawrence, Chief Executive Officer, Customer Owned Banking Association

State of the Sector: reflections on banking today
Graeme Samuel will deliver the opening keynote on the state of the banking market in Australia. Graeme will draw on his experience as a member of the APRA panel that conducted the recent Prudential Inquiry into the Commonwealth Bank of Australia as well as his former role of Chairman of the Australian Competition and Consumer Commission. Graeme will then be joined by Wendy Machin (COBA Chair) for Q&A.

Speaker:
Graeme Samuel AC, Professorial Fellow, Monash University Business School and former Chairman of the ACCC

Platinum sponsor address – Bridges Financial Services
Nathan Stanton, Chief Executive Officer, Bridges Financial Services

 

 

1030 – 1630

Exhibition Open 

 1045 – 1130

Morning Tea in the Exhibition 

 1130 – 1300

 

 

Business Session 1
How to handle a crisis: keeping your reputation intact if disaster comes knocking?
Join an exciting panel of experts to examine how to handle a crisis in today’s fast paced world. Moderated by MC Kate Mills, our panellists will deliver great insights in what determines a crisis, how to respond, tips and tools and actions to take to keep your reputation intact.

Panellists:
Sue Cato, Founding Partner, Cato & Clegg
Michelle Edmunds, Managing Director, CPR Communications & Public Relations
Peter Lewis, Executive Director, Essential Media
Robyn Sefiani, Founder and Chairman, Sefiani Communications Group

Facilitator: Kate Mills, COBA 2018 Master of Ceremonies

Business Session 2
Confronting Cyber Risk
The modern world is more connected than ever before. While that presents consumers and business with rewards, there are considerable risks in the digital age. Join us to learn from industry experts about the latest trends and threats and what to do about them. Hear from industry and law enforcement experts at the cutting edge dealing with cyber threats, which can change rapidly.

Speaker:
Daniel Rodriguez, Federal Agent, Australian Federal Police
Alex Tilley, Senior Security Researcher (ecrime), Secureworks

Facilitator: Leanne Vale, Director – Services & Financial Crimes, COBA

Emerging Leaders Session 2
Using change to your advantage

With change comes uncertainty, but also opportunity. Jessica Ellerm will explore how she used change to her advantage to shake up established industries, using her millennial mindset and technology.  This will be followed by a workshop run by the COBA Emerging Leader Committee.

Speaker: Jessica Ellerm, Co-Founder & CEO, Zuper

Workshop Facilitator: Mark Nguyen, Senior Policy Adviser, COBA

Facilitator: Jess Stevens, 2018 Emerging Leader Committee

 1300 – 1400

Lunch in the Exhibition 

 1400 – 1515

 

 

Business Session 3
Two Big Ideas – AI in Plain English and Use Cases for Retail Banking
Clara Durodié, international Artificial Intelligence (AI) technology strategist, will discuss key AI concepts in ‘plain English’ and use cases of AI in retail banking from around the globe.

Speaker: Clara Durodié, Executive Chair & Founder, Cognitive Finance Group

Two Big Ideas – How AI is and will transform digital wealth advice for the next generation of Australians
Fintech blogger Jessica Ellerm will share her experience disrupting the superannuation industry using AI.

Speaker: Jessica Ellerm, Co-Founder & CEO, Zuper

FacilitatorKate Mills, COBA 2018 Master of Ceremonies

Business Session 4
What’s in a name? – Credit Unions vs Mutual Banks

With mergers and name changes increasing within the sector, we explore “What’s in a name?”.  Professor Alex Frino will provide a background profiling his research in this area, followed by a panel discussion with a member credit union and mutual bank.

Speakers:
Professor Alex Frino, Deputy Vice-Chancellor (Global Strategy), University of Wollongong
Rob Goudswaard, Chief Executive Officer, CUA

Mark Worthington, Chief Executive Officer, Endeavour Mutual Bank

Facilitator: Natalie Latham, Marketing Manager, COBA

Emerging Leaders Session 3
Unearthing your leadership potential
Covering topics including dream building and goal setting, as well as how to thrive not just survive, leave this session with a new understanding of yourself and your ability to be a leader.

Facilitator: Jess Stevens, 2018 Emerging Leader Committee

Speaker: Lisa McInnes-Smith, Keynote Speaker and High Performance Coach

 1515 – 1600

Delegate Afternoon Tea in the Exhibition 

Emerging Leader and CEO Afternoon Tea

 1600 – 1730

Plenary Session
Kate Mills, COBA 2018 Master of Ceremonies

Platinum sponsor address – Salesforce
Stuart Ward, Director, Industry Strategy – Financial Services, Salesforce
Jeff Otto, Senior Director, Financial Services Manager

 

 

 


Doing the right thing vs compliance – getting the culture right.
There is a lot of talk about culture in banking and financial services. But who is responsible for culture? What is the role of boards versus management? Is it a question of conduct or competence? Can you regulate culture? A panel of eminent business leaders will discuss these very questions and whether customer owned banking institutions have an in-built advantage over their listed competitors in complying with consumer protection regulation because customers are our number-one stakeholder.

Panellists:
Clara Durodié, Executive Chair & Founder, Cognitive Finance Group
Chris Whitehead, Chief Executive Officer, FINSIA
Judith Downes, Chair, Bank Australia
Fahmi Hosain, Managing Director & Co-founder, Rhizome Advisory Group

Award Presentation – NGS Super & Instil Emerging Leader Tertiary/Vocational Education Scholarship Awards
Angie Mastrippolito, Chief Operating Officer, NGS Super

1730+

Free Evening for Delegates

1830 

Emerging Leaders Networking Function
(Emerging Leader delegates only – pre-registration required)
 Tuesday 23 October 2018
0800 – 0900

Chairs Forum
Attending Chairs are invited to attend
The COBA Chair will host a meeting of member Chairs for an update on the COBA’s strategy and an open discussion on sector issues.

Facilitator: Wendy Machin, Chair, COBA

0830 – 1730

Registration Open

0915 – 1045

Plenary Session
Kate Mills, COBA 2018 Master of Ceremonies 

Challenge, Adversity & Change
The theme for COBA 2018 is ‘the Challenge of Change’, and there are few Australians are as qualified to talk on this subject as former Prime Minister Julia Gillard. Ms Gillard delivered significant reforms in her time as Prime Minister, such as the National Disability Insurance Scheme, while leading a minority government in a period of leadership instability. With change the only constant for the customer owned banking sector, Ms Gillard’s insights on leadership through change will help us navigate through unchartered waters.

Speaker: The Hon Julia Gillard AC

BEARs and CUBS
The BEAR regime comes into effect for the mutually-owned ADI sector on 1 July 2019. This is a significant development for the sector and will require considerable focus to, and beyond, the implementation date. APRA will discuss how to successfully meet the requirements of BEAR, and outline the process for implementation including what ADIs can do now to be prepared. 

Speaker: Pat Brennan, Executive General Manager, Policy and Advice Division, APRA

1030 – 1615 Exhibition Open

1045 – 1130

Morning Tea in the Exhibition
1130 – 1300

Business Session 5
The Value of Membership – case studies on the mutual dividend

The point of difference for the customer owned banking sector is that 100% of profits benefit customers. But what does this actually mean?  We hear from several institutions about how they show this value to their customers and how they are promoting this in the current financial services sector climate.

Speakers:
James Lloyd, Unity Bank
Rowan Dowland, Chief Strategy Officer, Bank Australia
Karen Wynn, General Manager Member Development, RACQ 

Facilitator: Sally MacKenzie, Director – Strategy & Stakeholders, COBA

Business Session 6
Fintech Meetup 1

Following the success of last year’s sessions, we have brought the Fintech Meetup back for a second year.  This ‘speed dating’ style session will entail small group discussions with a number of fintech companies looking to partner with our sector. Come armed with your wish list and questions for these companies.

Participant numbers in these sessions is limited. Pre-registration for this session is required. Please see Convention Registration Desk to enquire.

Emerging Leaders Session 4
The Modern Leader
Mitch will be exploring how to be an honest leader for the benefit of your team and the importance of looking after yourself to achieve the best possible results.  This will be followed by a workshop run by the COBA Emerging Leader Committee.

Speaker: Mitch Wallis, Founder, Heart On My Sleeve

Workshop Facilitator: Holly Arrowsmith, Social Media Manager, Seek

Facilitator: Jess Stevens, 2018 Emerging Leader Committee

1300 – 1400 Lunch in the Exhibition & Raffle Draws
1400 – 1530

Business Session 7
Regulatory forces shaping banking
Global and local regulation is continuing at a rapid pace impacting customer owned banking institutions immensely. Michael Edwards will provide insights on current and future global regulatory developments and Kevin Davis will share his thoughts on where Australian regulation is likely to go.

Speakers:
Michael Edwards, Vice President for Advocacy and General Counsel, World Council of Credit Unions
Professor Kevin Davis, Professor of Finance, University of Melbourne & Monash University

Facilitator: Luke Lawler, Director – Policy, COBA

Business Session 8
Fintech Meetup 2

Following the success of last year’s sessions, we have brought the Fintech Meetup back for a second year.  This ‘speed dating’ style session will entail small group discussions with a number of fintech companies looking to partner with our sector. Come armed with your wish list and questions for these companies.

Participant numbers in these sessions is limited. Pre-registration for this session is required. Please see Convention Registration Desk to enquire.

Emerging Leaders Session 5
World Café

The customer owned banking sector boasts great talent, many of whom have started their careers as part of the emerging leader community. We’ll provide a World Café-style setting for you to hear about their experiences, tips and tricks in small groups. Bring your questions and a keen attitude.

Participants:
Therese Turner, CEO, MOVE Bank
Nick May, General Manager Customer Experience, Beyond Bank Australia
Craig McMahon, Chief Operations Officer, Teachers Mutual Bank
Paul Dawson, General Manager, First Choice Credit Union
Sally Jones, Head of Marketing, Police Bank

Facilitator: Ariana Clee, Head of Sales & Marketing, Nexus Mutual, 2018 Emerging Leader Committee

1530 – 1615

Afternoon Tea in the Exhibition & Raffle Draws
1615 – 1730

Plenary Session
Kate Mills, COBA 2018 Master of Ceremonies

Emerging Leader Address to Plenary
Jess Stevens, 2018 Emerging Leader Committee
Sean Lo Cascio, Digital Marketing Officer, Police Bank, 2018 Emerging Leader Committee

Award Presentation – 2018 Bridges COBA Emerging Leader Award
Sheree Barratt, 2017 Award Winner, Sales & Service Enhancement Manager, Credit Union SA
Jason Kriss, General Manager, Alliances & Distribution, Bridges Financial Services

 

 

Turia’s Story
In 2011, age 24, Turia Pitt was caught in a freak firestorm while competing in a 100km ultramarathon in Western Australia resulting in burns to 64 per cent of her body. Turia has gone on to thrive in the ultimate story of triumph over adversity.  Turia will share her inspiring story and motto ‘never give up’ in an engaging presentation to conclude our formal program.

Speaker:
Turia Pitt, Mindset Coach and Boss Lady at Turia Pitt International

COBA 2018 Closing Remarks
Michael Lawrence, Chief Executive Officer, Customer Owned Banking Association

 1900 – 2400

Convention Dinner – The Roaring 20’s
We’re travelling back to the Roaring 20s!  A time of prosperity, prohibition, smooth jazz, bootleggers, flappers, big pinstripes, bow toes, over sized coats, feather boas, long strands of pearls, shoeshines – and lots of dancing!  A great era to dress up and let your hair down on the last night of COBA 2018.


Sponsored by CGU Insurance:

 

 * Session and speakers are subject to change

 

COBA 2018 Sponsors and Exhibitors

Platinum Sponsor

Gold Sponsor

Convention Dinner Sponsor

Silver Sponsor

Silver Sponsor

Silver Sponsor

Silver Sponsor

Women in Mutuals

Exhibitor

Exhibitor

Exhibitor

Exhibitor

Exhibitor

Exhibitor

Exhibitor

 

Exhibitor

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When
21 - 23 October 2018

Where

Melbourne Convention &
Exhibition Centre


Key Dates

23 August 2018
Early Bird Registration Closes

12 September 2018
Accommodation Cancellation Deadline