Depart from Melbourne Tullamarine Airport by 9:00am, arrive at the Continental Sorrento 11:00am
Depart from Federation Square, Melbourne CBD by 9:30am, arrive at the Continental Sorrento 11:00am
11:00am - 12:00pm

Registration and light refreshments on arrival

An overview of the shifting commercial and regulatory landscape in the industry based on Conexus Institute analysis of the most recent APRA data.
This panel session will investigate whether the increasing size and influence of mega-funds is being passed on to members, and the opportunities and challenges that come with unprecedented inflows enjoyed by many funds following a period of intense consolidation.
1:00pm - 2:00pm


Based on new research and taking a global perspective, this session will examine the growing impact that fiduciary investors have over financial markets, domestic economies and a range of social, environmental and civilisational challenges.

David Whiteley

Global head of external relations, IFM Investors
This interactive session will instruct chairs and directors on how to ensure their organisations are well-placed to avoid reputation-damaging incidents and respond effectively to them where they arise. It will draw on case studies of banks and financial institutions across the decade since the Global Financial Crisis.

Professor Will Harvey

Professor of leadership and the inaugural director of the Social Purpose Centre, Melbourne Business School
3:20pm - 3:40pm

Afternoon tea

This panel will look beyond superannuation to the key risks and challenges facing business and company boards, including cybersecurity, media, stakeholder and government relations and changing attitudes to shareholder capitalism and corporate social responsibility. It will also examine the implications of the new Financial Accountability Regime.
Minister for Financial Services and Assistant Treasurer Stephen Jones will outline the top policy priorities relating to the Treasury portfolio and financial services industry for 2024, followed by an audience Q&A.

The Hon Stephen Jones MP

Minister for Financial Services
Indigenous leader Thomas Mayo will delve into First Nations engagement and collaboration opportunities for boards, including the construction and implementation of reconciliation action plans, co-investment projects and next steps for constitutional recognition.

Thomas Mayo

Signatory, Uluru Statement from the Heart; strategist, Yes23 campaign
5:40pm - 9:30pm

Aperitifs and dinner, followed by drinks at the bar

The private breakfast is attended by chair delegates only (no  sponsors or staff) and affords those in attendance the opportunity to speak directly, and in-confidence, about issues of common concern and interest. Ahead of the breakfast, delegates will be invited to submit questions and issues on-notice for discussion.
8:30am - 8:55am

Arrival tea/coffee

8:55am - 9:00am


This session will examine the unfolding crises in the Middle East, alongside the ongoing conflict in Ukraine and strained relations between the US and China to ask how the dynamics of the global order are changing and whether organisations are unduly exposed to geopolitical risk.

Stephen Kotkin

Kleinheinz Senior Fellow, Hoover Institution, Stanford University
This panel session will have a frank discussion about how funds intend to meet their net zero commitments, while also balancing regulator and press scrutiny over questionable or unjustified ESG claims. It will assist chairs and directors in getting an accurate picture of their climate risk and the extent to which environmental impact is or should be an objective of their fund.

Steve Gibbs

Chair, Australian Ethical

Linda Scott

Chair, CareSuper; Councillor, Sydney City Council

Christina Langby

Chair, Mine Super; chair, Coal LSL
10:30am - 11:00am

Morning break

Senior representatives of ASIC and APRA will separately outline their enforcement priorities in the superannuation sector for the 2024 calendar year.

Sarah Court

Deputy chair, Australian Securities and Investments Commission
This session, conducted under Chatham House rules, will involve a moderated Q&A with representatives of ASIC and APRA and delegates in which key regulatory compliance issues can be addressed and debated.
12:30pm - 1:30pm


This session will hear from two experts in the emerging field of artificial intelligence, including both the technological advancements and commercial use cases, as well as the governance and ethical considerations.
Exclusive research will be presented which lays bare the deficit between member expectations of service, complaints handling, advice and transition to retirement.
The closing session will bring together the key themes of the forum, addressing regulator and member concerns around retirement and financial advice and optimal governance and organisational structures to take advantage of demographic tailwinds and technological change.
3:10pm - 3:30pm

Conference close

Depart the Continental Sorrento by 3:30pm, arrive at Melbourne Tullamarine airport 5:30pm
Depart the Continental Sorrento by 3:30pm, arrive at Federation Square, Melbourne CBD 5:00pm