REGISTRATION BROCHURE.

Transcription

1 REGISTRATION BROCHURE

2 WELCOME MESSAGE COBA 2018 Michael Lawrence CEO, COBA Welcome to COBA 2018, the Customer Owned Banking Convention, the industry s premier annual convention. COBA 2018 will be held in Melbourne from October We look forward to welcoming you to the Melbourne Convention and Exhibition Centre in the heart of this cosmopolitan and vibrant city. As the industry meets this year, The Challenge of Change is the theme for this year s Convention. You will hear from speakers and see exhibitors whose experience in meeting such challenges can help the customer owned banking sector take advantage of this moment. Our industry is changing like never before. The Royal Commission, a range of new regulatory proposals, and the fast pace of technological change is all contributing to an uncertain and complex world. This is The Challenge of Change. But change can also bring opportunity. Customer owned banking continues to grow and is a competitive alternative for millions of Australians. Our sector s assets continue to grow, driven by strong housing loan and deposit growth, which is outpacing the rest of the market. There is no question banking competition is in the spotlight and our sector s model and focus on customers position us well to take advantage of these tailwinds. Coming together in Melbourne we will learn from each other and a diverse range of speakers who will make us think, challenge and inspire us to return to our businesses and find a way through The Challenge of Change. We anticipate high interest this year and encourage COBA members, industry stakeholders and suppliers to join us for this signature industry event. In addition to the formal business program we have several social events organised which will allow us to meet in a relaxed atmosphere. We look forward to seeing you in Melbourne for COBA 2018!

3 SPONSORS THANK YOU TO OUR SPONSORS PLATINUM GOLD SILVER CONVENTION DINNER DELEGATE SATCHEL REFRESHMENT BAR WATER BOTTLES WOMEN IN MUTUALS FORUM

4 KEYNOTE SESSIONS State of the sector: reflections on banking today Graeme Samuel AC, Professorial Fellow, Monash University Business School and former Chairman of the ACCC Doing the right thing vs compliance getting the culture right Clara Durodié, Executive Chair & Founder, Cognitive Finance Group Chris Whitehead, Chief Executive Officer, FINSIA Judith Downes, Chair, Bank Australia Challenge, Adversity & Change The Hon Julia Gillard AC Turia s Story Turia Pitt, Mindset Coach and Boss Lady at Turia Pitt International 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. 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. 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 for the banking sector, Ms Gillard s insights on leadership through change will help us navigate through unchartered waters. 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.

5 BUSINESS SESSIONS How to handle a crisis: keeping your reputation intact if disaster comes knocking Robyn Sefiani, Founder and Managing Director, Sefiani Communications Group Sue Cato, Founding Partner, Cato & Clegg Peter Lewis, Executive Director, Essential Media Michelle Edmunds, Managing Director, CPR Communications & Public Relations Confronting Cyber Risk Daniel Rodriguez, Federal Agent, Cybercrime Operations, Organised Crime and Cyber, Australian Federal Police Alex Tilley, SecureWorks Counter Threat Unit Two Big ideas: AI what is it and how is it being applied in financial services? Clara Durodié, Executive Chair & Founder, Cognitive Finance Group Jessica Ellerm, Co-Founder & CEO, Zuper What s in a name? Credit Unions vs Mutual Banks Professor Alex Frino, Deputy Vice-Chancellor (Global Strategy), University of Wollongong The Value of Membership case studies on the mutual dividend Regulatory forces shaping banking 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 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. 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. Clara Durodié, international Artificial Intelligence (AI) technology strategist will demystify AI in plain English and explore use cases of AI in retail banking from around the globe. Fintech blogger Jessica Ellerm will share her experience disrupting the superannuation industry using AI. 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. 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. 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.

6 PROGRAM SNAPSHOT SUNDAY Sunday, 21 October Registration Desk Open Women in Mutuals Forum (all welcome - separate registration required) Sponsored by Bridges Financial Services Lunch for Women in Mutuals Forum, Emerging Leaders and SAM Network Forum attendees Small Australian Mutuals Forum Emerging Leaders Opening Session CUFSS Limited Annual General Meeting Welcome Reception in the Exhibition The Colours of Melbourne * Please note that topics & speakers are subject to change. Please refer to for updated program information

7 PROGRAM SNAPSHOT MONDAY Monday, 22 October Registration Desk Open Customer Owned Banking Association Limited Annual General Meeting Opening Plenary Session State of the sector: reflections on banking today Exhibition Open Morning Tea in the Exhibition Concurrent Business Sessions How to handle a crisis: keeping your reputation intact if disaster comes knocking Confronting Cyber Risk Emerging Leaders Session Lunch in the Exhibition Concurrent Business Sessions Two Big ideas: AI what is it and how is it being applied in financial services? What s in a name? Credit Unions vs Mutual Banks Emerging Leaders Session 3 Delegate Afternoon Tea in the Exhibition Emerging Leader & CEO Afternoon Tea Plenary Session Doing the right thing vs compliance getting the culture right 1830 Emerging Leaders Networking Function * Please note that topics & speakers are subject to change. Please refer to for updated program information

8 PROGRAM SNAPSHOT TUESDAY Tuesday, 23 October Registration Desk Open Plenary Session Challenge, Adversity & Change Exhibition Open Morning Tea in the Exhibition Concurrent Business Sessions The Value of Membership case studies on the mutual dividend Fintech Meetup Emerging Leaders Session Lunch in the Exhibition Concurrent Business Sessions Regulatory forces shaping banking Fintech Meetup Emerging Leaders Session Afternoon Tea in the Exhibition Closing Plenary Emerging Leader presentation to Plenary & Bridges COBA Emerging Leader Award Presentation Turia s Story Convention Gala Dinner - Roaring 20s (separate registration required) Sponsored by CGU * Please note that topics & speakers are subject to change. Please refer to for updated program information

9 EMERGING LEADER PROGRAM Emerging Leaders Through Emerging Change 2018 is the sixteenth year that the Emerging Leader program has formed part of the customer owned banking sector s annual Convention. Join your fellow #COBAEmergingLeaders at the Melbourne Convention Centre for this year s Emerging Leader program: Emerging Leaders Through Emerging Change. Delegates will have opportunities to build a diverse network of peers and senior executives from across the sector and learn how to successfully navigate careers as young leaders. Emerging Leaders will leave with valuable insights into leadership and change. The Emerging Leader program is for any employee aged 35 years and under as at 31 December 2018, who wishes to build a leadership career in the customer owned banking sector. We look forward to seeing you in Melbourne in October! Program Highlights 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. Jessica Ellerm, Co-Founder & CEO, Zuper 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. Lisa McInnes-Smith, Keynote Speaker and High Performance Coach 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. Mitch Wallis, Founder, Heart On My Sleeve

10 EMERGING LEADER Sunday, 21 October 2018 PROGRAM SNAPSHOT Tuesday, 23 October Women in Mutuals Forum (all welcome - separate registration required) Sponsored by Bridges Financial Services Emerging Leaders Lunch Emerging Leaders Opening Session - Expect the unexpected with an icebreaker activity Welcome Reception in the Exhibition - The Colours of Melbourne Plenary Session: Challenge, Adversity & Change Morning Tea in the Exhibition Emerging Leader Session The Modern Leader - Mitch Wallis, Heart On My Sleeve Lunch in the Exhibition Emerging Leader Session World café with past Emerging Leaders from the sector Afternoon Tea in the Exhibition Monday, 22 October Opening Plenary: State of the Sector Morning Tea in the Exhibition Emerging Leader Session - Using change to your advantage Jessica Ellerm, Zuper Lunch in the Exhibition Closing Plenary: Turia s Story Emerging Leader presentation to plenary and Bridges COBA Emerging Leader Award presentation Convention Gala Dinner Roaring 20 s (separate registration required) Sponsored by CGU Emerging Leader Session - Unearthing your leadership potential Lisa McInnes-Smith, High Performance Coach Emerging Leader & CEO Afternoon Tea Plenary Session: Doing the right thing vs compliance getting the culture right 1830 Emerging Leader Networking Evening * Please note that program and timings are subject to change

11 COBA 2018 CONVENTION SOCIAL PROGRAM Welcome Reception - Sunday 21 October Bays 19 & 20 Melbourne Convention & Exhibition Centre The Colours of Melbourne 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. You can even experience a rooftop comedy theatre or if you are the mood for something sweet, enjoy a high tea in the glorious gardens. It s all part of The Colours of Melbourne. Cost: Included for Delegate, Sponsor and Exhibitor Additional tickets: $60 per person Dress Code: Business Casual

12 COBA 2018 CONVENTION SOCIAL PROGRAM Convention Dinner - Tuesday 23 October Melbourne Room, Melbourne Convention & Exhibition Centre Roaring 20 s We re travelling back to the Roaring 20s! A time of prosperity, prohibition, smooth jazz, bootleggers, flappers, big pinstripes, bow ties, oversized 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 Cost: $120 per person Dress Code: Roaring 20 s PS We know the 1920 s also had lots of gangsters and what a great look but please no guns! Convention Gala Dinner Sponsored by CGU

13 COBA 2018 REGISTRATION INFORMATION To attend COBA 2018, please complete the online registration form at Alternatively, you can contact the Convention Secretariat for a hard copy or group registration form, and return to: Concept Event Management Pty Ltd PO Box 1179 Crows Nest NSW 1585 Australia Tel: Fax: coba2018@conceptevents.com.au FEE TYPE COBA Members Assets under $200M COBA Members Assets over $200M EARLY BIRD Until 23 August 2018 STANDARD From 24 August 2018 $1,300 $1,650 $1,550 $1,900 Emerging Leaders * $975 $1,325 Non-member Delegates $2,400 $2,900 * To register as an Emerging Leader you are required to attend the full Emerging Leaders program. You must also be an employee of a customer owned banking institution or a confirmed COBA 2018 sponsor or exhibitor, and you must be 35 years of age or under ** An Exhibitor at 31 December pass allows access to the Exhibition only. It does not entitle attendance to any of the Convention Business Sessions. Sponsors $1,550 $1,900 Exhibitors ** $495 $495 If your organisation registers more than 5 delegates, the sixth and additional delegates will be entitled to a $50 discount per registration at the applicable above rate. SOCIAL EVENTS Welcome Reception Convention Dinner Registered Attendees Included for registered delegates $120 per person Additional Tickets $60 per person $120 per person

14 ENTITLEMENTS To attend COBA 2018, please complete the online registration form at Registration Type Convention Sessions Refreshments & Meal Breaks Welcome Reception EL Networking Function Convention Dinner COBA member Assets under $200M x $120 COBA member Assets over $200M x $120 Emerging Leaders + EL Stream $120 Sponsors x $120 Exhibitors x $120 Other non-member Delegates x $120

15 ENTITLEMENTS To attend COBA 2018, please complete the online registration form at Method of Payment Payment of fees must accompany all registration forms. No registration will be confirmed until payment is received. Payment can be made by the following methods: Credit Card - MasterCard, Visa, American Express accepted Please note, if you elect to pay by Credit Card a 1% surcharge is applicable for all Visa, MasterCard and American Express cards and will be added to the total amount. EFT Direct Deposit Account Name: Customer Owned Banking Association Limited BANK: National Australia Bank BSB: ACCOUNT: REFERENCE: Your Surname Cheque - made payable to Customer Owned Banking Association Cancellation of Registration Cancellations received in writing by Wednesday 12 September 2018, will incur a $100 cancellation fee. Cancellations received after Wednesday 12 September 2018 will receive NO refund. A replacement delegate can be sent with no penalty charged but must be advised to the Convention Secretariat in writing. Registration Desk Opening Hours The registration desk is located in the Auditorium 3 foyer of the Melbourne Convention & Exhibition Centre. The Registration Desk will open: SUNDAY 21 OCTOBER MONDAY 22 OCTOBER TUESDAY 23 OCTOBER * Please note that access to the exhibition halls is only for those individuals registered as a delegate, emerging leader, sponsor, and exhibitor or holding a valid social event ticket. Security will not allow access to the exhibition if you are not displaying a Convention name tag or holding a valid social event ticket.

16 COBA 2018 ACCOMMODATION The Convention Managers have secured rooms at a selection of hotels with favourable rates exclusively for attendees of the Convention. The accommodation options are listed below and can be booked when completing your on-line registration. You will be required to provide a credit card as security to hold the room. At 30 days before the convention, the hotel may debit your card one night s accommodation to further secure your room. The remaining room and incidental charges will need to be settled upon check out. Rates quoted are per room per night. Please also take special note of the hotel / apartment inclusions, star rating and location, on the hotel fact sheets on the website when making your selection. Visit for more details about each property. Accommodation options available: Hotel Crown Metropol Melbourne Rates (per night) Luxe Room $275 Luxe Room with Breakfast for One $308 Luxe Room with Breakfast for Two $341 Crown Promenade Melbourne Standard Room $260 Standard Room with Breakfast for One $290 Standard Room with Breakfast for Two $320 Crowne Plaza Melbourne Standard Room (20 & 21 October) $310 Standard Room (22 & 23 October) $210

17 COBA 2018 ACCOMMODATION Hotel Novotel Melbourne South Wharf Rates (per night) Superior King Room $310 Oaks on Collins Studio Apartment $215 Oaks on Market Studio Apartment $215 One Bedroom Apartment $235 Pan Pacific Melbourne Deluxe King SOLD OUT $290 Deluxe Twin $290 Family Queen Room $290 Quest Grand Hotel Melbourne One Bedroom Executive $231

18 COBA 2018 ACCOMMODATION LEGEND 1 Crown Promenade Queensbridge St & Whiteman St, Southbank VIC Crown on Metropol 8 Whiteman St, Southbank VIC Oaks on Collins 480 Collins St, Melbourne VIC Oaks on Market 60 Market St, Melbourne VIC Novotel Melbourne South Wharf 7 Convention Centre Place, South Wharf VIC Crowne Plaza Melbourne 1-5 Spencer St, Melbourne VIC Quest Grand Hotel Melbourne 33 Spencer St, Melbourne VIC Pan Pacific Melbourne South Wharf - 2 Convention Centre Pl, Melbourne VIC 3006 * Melbourne Convention & Exhibition Centre 1 Convention Centre Pl, South Wharf VIC 3006 Melbourne Convention & Exhibition Centre

19 COBA 2018 ACCOMMODATION Accommodation Terms and Conditions A requirement of the hotels is that all bookings include credit card details. These credit card details will be forwarded to your selected hotel/apartment as a guarantee only. You will be responsible for paying the balance of your account directly to the hotel when checking out from the selected property. Accommodation rates listed will be provided to delegates who book through the Convention Secretariat and will not be honoured if booking directly with the hotel. Accommodation Cancellation Policy Cancellation of accommodation must be submitted in writing to the Convention Secretariat before Wednesday 12 September Any cancellation received after Wednesday 12 September 2018 will incur up to 100% cancellation penalty, depending on the property. Delegates who confirm accommodation but do not advise of cancellation before the accommodation deadline of Wednesday 12 September 2018 will incur charges for the no- show rate as penalised by the hotel. This charge is calculated as the room rate per night multiplied by the dates booked and secured. Please ensure the accommodation dates are correct on the confirmation .

20 2018 CUSTOMER OWNED BANKING CONVENTION MELBOURNE CONVENTION & EXHIBITION CENTRE OCTOBER 2018 CUSTOMER OWNED BANKING ASSOCIATION LIMITED GPO Box 4686, Sydney NSW 2001 Website: CONVENTION ORGANISER Concept Event Management Pty Ltd PO Box 1179, Crows Nest NSW 1585 Tel: Fax: coba2018@conceptevents.com.au Website: TO REGISTER VISIT