The Inspire Roadshow

Transcription

1 CHANGING FUTURES TOGETHER The Inspire Roadshow MAY 2018 Featuring & TAL Female Excellence in Advice Award Launch Join us for a morning of inspiration, insights and professional development. 2.5 CPD POINTS Hosted by the Inspire Community of Practice, the program will deliver valuable tools and techniques to enhance professionalism, leadership, adviser and business performance. We look forward to connecting with you at the events!

2 INTRODUCTION This year the Inspire Community are celebrating 5 years, something we are all very proud of. In 2013 the launched our Inspire Community of Practice, which continues to go from strength to strength, increasing the number of women in the membership by nearly 30%. It is now recognised as a powerhouse for women in financial advice. Dianne Charman INSPIRE National Chair The partnership between & TAL has seen many women nominated for the Female Excellence in Advice Award, bringing together an extraordinary award alumni that continue to be contributors to the advice profession today. Inspire has a focus of growing and inspiring women, both seeking and delivering advice, to have an authentic voice in a trusted and supportive environment. We do this through collaboration and connecting with each other to shine the light on women in the financial advice profession. By creating a platform of inclusion our mission is to inspire more women into adviser and leadership roles, and also to think about how we encourage women to seek quality financial advice. This year at the Inspire Roadshow we are pleased to continue our relationship with TAL and also have State Street Global and La Trobe join us on tour. Our program focuses on inspiring the future generation of financial advisers and how we can encourage more women to seek financial advice. Our aim is to inspire you to help us change futures together. Your feedback counts. We want you at this roadshow to provide us with your thoughts on how we can continue to better assist women in engaging with their financial wellbeing. Women learn differently and have different financial challenges; the Inspire community can provide a voice of understanding, leadership and support where it is needed most. I look forward to seeing you all around the country. INSPIRE STATE CHAIRS Jenny Pearse NSW State Chair Nga Vu VIC State Chair Amanda Cassar QLD State Chair Julia Shortinghuis WA State Chair Erin Truscott QLD State Co-Chairing Katherine Hann SA State Chair 2 INSPIRE Roadshow and TAL Female Excellence in Advice Award Launch 2018

3 WHERE & WHEN SA - Adelaide Thursday 10 May National Wine Centre of Australia Corner of Botanic and Hackney Roads, Adelaide SA 5000 WA - Perth Friday 11 May Hyatt Regency Perth 99 Adelaide Terrace, Perth WA 6000 NSW - Sydney Tuesday 15 May Australian National Maritime Museum 2 Murray St, Sydney NSW 2000 QLD - Brisbane Wednesday 16 May Brisbane Marriott 515 Queen St, Brisbane City QLD 4000 VIC - Melbourne Monday 14 May Crown Towers 8 Whiteman St, Southbank VIC 3006 PRICE Members: $65 Non-Members: $85 Table of 10: $ & TAL Female Excellence in Advice Finalists 3 INSPIRE Roadshow and TAL Female Excellence in Advice Award Launch 2018

4 PROGRAM 8.30am 9.00am Arrival, Registration, Tea & Coffee 9.00am 9.20am Professionalism & Leadership Welcome & Vision for the Inspire Community of Practice MC Inspire State Chair Philip Kewin, CEO 9.20am 9.40am Professionalism in Leadership Launch of whitepaper Women in Advice: Inspiring the Next Generation of Financial Advisers Meaghan Victor 9.40am 10.00am Business Performance Award Winner in Action Lea Schodel, 2017 Female Excellence in Advice Winner FEMALE EXCELLENCE IN ADVICE WINNER am 10.30am Morning tea Supported by Foundation 10.30am am Launch of the 2018 Female Excellence in Advice Award Niall McConville, General Manager Retail Distribution, TAL FEMALE EXCELLENCE IN ADVICE am am Adviser Panel hosted by TAL A Champion Attitude 11.15am am Jacqui Cooper, Australian Olympian Aerial Skier and La Trobe Financial Company Ambassador 11.50am 12.00pm Reflections & Close 4 INSPIRE Roadshow and TAL Female Excellence in Advice Award Launch 2018

5 National Partners National Partners Family of brands Pl LI C E d RATE PART PO NE R O Ruby ADVIC E P AR T S il v e r on & EE NS RS Dia m Sa p ph m R NE a u t in C S ire B ro n ze Financial Planning Media Partners