05 - 06 June, 2019 | The Royce Hotel, Melbourne

Conference Day Two: Thursday, 6th June 2019

8:30 am - 9:00 am COFFEE & REGISTRATION

9:00 am - 9:10 am Conference Opening

Ana Marinkovic, GM Business Bank Support at NAB

Ana Marinkovic

GM Business Bank Support
NAB

9:10 am - 9:50 am Delivering Transformation and Process Improvement Across Different Business Models Towards Digital and Efficient Ways of Working

Working across large, medium and now a government business model, agile operation models and the ability to pivot your strategy are crucial to success. Ana is now working on end to end transformation, functioning in traditional and hierarchical model and looking at processes new ways of working using automation to enable efficiency.

Ana will talk about:
  • Enabling efficiency in the operating model to save capacity and reinvest into better services
  • Delivering continuous improvement and growth using system thinking
  • Overcoming legacy systems and traditional mindsets using culture transformation and initiatives
Ana Marinkovic, GM Business Bank Support at NAB

Ana Marinkovic

GM Business Bank Support
NAB

11:40 am - 12:20 pm How ME Bank is Launching Their Large Scale RPA Program for Operational Efficiency

ME Bank has been running a very successful RPA pilot which has allowed for reduction of processing times and aims to roll out a large scale program to continue effective scalability and coordination.

This session will talk about:
  • Utilising RPA to deliver benefits in efficiency and productivity through automation of manual processes
  • Ensuring RPA capabilities remain compliant to keep operational costs down
  • Centralising the strategy to keep all business units informed and engaged
Grant Kay, Product Owner - Robotics and Pega Customer Service at ME Bank

Grant Kay

Product Owner - Robotics and Pega Customer Service
ME Bank

10:30 am - 11:00 am Morning Tea

11:00 am - 11:40 am Panel Discussion: Finding the Right Balance Between Insourcing and Outsourcing for Maximum Operational Efficiency

Companies need to have the ability to leverage systems for efficiencies and to ensure best practices however; this is complicated by the need to cater for local market requirements while staying up to global standards. There is a need for operational agility, flexibility and responsiveness and businesses must find the right mix of insourcing and outsourcing.

Panellists will discuss about:
  • Deciding what is the most cost effective solution for businesses of all sizes while customising to local markets
  • Overcoming inflexible legacy systems and adapting to modern business conditions and readily expand to include new acquisitions
  • Evaluating your own unique business conditions to develop an efficient strategy and prepare for future needs
Joe Youssef, Chief Operating Officer – Investments at Cbussuper

Joe Youssef

Chief Operating Officer – Investments
Cbussuper

Jeff Phillips, Chief Financial Officer at Bennelong Funds Management

Jeff Phillips

Chief Financial Officer
Bennelong Funds Management

Mohit Tandon, Chief Operating Officer at Eastsprings Investments

Mohit Tandon

Chief Operating Officer
Eastsprings Investments

4:50 pm - 5:50 pm How IFM Investors is Defining a Middle Office to be Flexible and Future Proof for Global Considerations

IFM Investors is creating a global operating system that is most optimal and timely to keep with changing market and investor demands. With risk management, collateral management and reporting systems requirements constantly increasing, IFM Investors will  incorporate middle office, performance and attribution, IT, data management, and program management to continuously maximise investor returns.
 
Amy will talk about:
·         Considering the operating model when implementing a middle office for efficient data collection and analysis
·         Facilitating interactions and communication with other investment teams to equip everyone with necessary data and insight to enhance decision making
·         Designing end to end operations to be fit for purpose and support long term strategy for middle office excellence 
Amy Diab, Executive Director - Investment Operations & Client Service at IFM Investors

Amy Diab

Executive Director - Investment Operations & Client Service
IFM Investors

12:20 pm - 1:20 pm Lunch Break

1:20 pm - 2:00 pm How Challenger Brings Together People, Processes and Systems to Get the Right Balance of Cost Versus Value

Challenger is looking to drive business results through eliminating inefficiencies and adding value to their operations. By aligning people, processes and systems across different functions to coordinate, it creates a more holistic view. The challenge is finding the right balance.

This Session Will Talk About…
  • Measuring and value performance in operations across the organisation with a focus on cost control
  • Linking operational and individual performance to the corporate strategy to better articulate value
  • Gaining insight into the performance of critical operations for continuous improvement and transparency
Ross Gulliford, Head of Investment Operations at Challenger

Ross Gulliford

Head of Investment Operations
Challenger

3:10 pm - 3:50 pm How Legg Mason is Finding the Right Outsourcing Partner Through Alignment of Shared Goals

Legg Mason is one of the largest asset managers in the world and has made a global decision to move to use the outsourcing model to expand its distribution footprint. They have continued to evolve and improve to form stronger and deeper relationships with outsourcing partners. The challenge is finding a right fit to align and understand their ambitious growth plans.

  • Identifying business goals and technical expertise of partners to add value to operations
  • Promoting clear and consistent communication to enhance business efficiency and productivity
  • Creating a trusting partnership to support all participants for efficiency
John Besley, Head of Product & Client Operations at Legg Mason

John Besley

Head of Product & Client Operations
Legg Mason

3:50 pm - 3:50 pm Conference Closing

Ana Marinkovic, GM Business Bank Support at NAB

Ana Marinkovic

GM Business Bank Support
NAB

2:40 pm - 3:10 pm Afternoon Tea