Conference programme

Mihi Whakatau

Welcome from MC

Michèle A’Court

Opening address - Maximising impact: government priorities supporting financial capability (recording)

Hon Cameron Brewer (Minister of Commerce and Consumer Affairs)

Welcome address from the Retirement Commissioner 

David Boyle (Retirement Commissioner)

Keynote - Designing for dignity: how digital identity opens doors to financial inclusion 

Christopher Goh (Digital identity expert)

Panel - Banking for all: driving financial wellbeing through inclusion 

Chair, Roger Beaumont (CEO, NZ Banking Association)

Rosalyn Clarke (General Manager Business Transformation and Customer Engagement, ASB) 

Louisa Brock (Senior Manager Financial Wellbeing and Inclusion, Westpac)

Martin King (General Manager Customer Assist, BNZ)

Markus Poppe (Head of Sustainable Finance, Kiwibank)

Karleen Everitt, Te Aupōuri, Ngāpuhi, Morehu (Te Kaitohu Rautaki Māori, ANZ)  

Spotlight - He Ara Whai Hua: Measuring whānau aspirations and impact through kaupapa Māori financial wellbeing

Zoe Aroha Witika-Hawke, Ngāti Pāoa, Ngāti Hako, Ngāti Tamaterā (Tāhūhū Rangapū - Chief Executive, Ki Tua o Matariki)

Anita Lomas, Waikato-Tainui, Ngāti Maniapoto, Mangaia, Alofi, Nottingham (Pou Whakahaere – Rangatira Mō Āpōpō - Education and Employment Team Lead, Ki Tua o Matariki)

Natalie Vincent, Ngāpuhi (Governance Advisor and Project Manager, Ki Tua o Matariki)

Panel - Rethinking KiwiSaver: building a fairer retirement 

Chair, Dr Patrick Nolan (Director Policy and Research, Te Ara Ahunga Ora Retirement Commission)

Simon Power (CEO, Fisher Funds)

Vittoria Shortt (CEO, ASB)

Shamubeel Eaqub (Chief Economist, Simplicity)

Brooke Roberts (Co-Founder, Co-CEO) Sharesies

Spotlight - Navigating a professional future for financial mentoring in Aotearoa 

Chair, Elizabeth O'Halloran (Communications Lead, Te Ara Ahunga Ora Retirement Commission)

Fleur Howard (CEO, FinCap)

Deanna Harrison (Sector Workforce Development, FinCap) 

Panel - Closing the gap: collective action for women’s financial wellbeing 

Chair, Kate Hannah (Stakeholder Lead, Te Ara Ahunga Ora Retirement Commission)

Anna Scott (CEO, Mercer) 

Kellie Coombes (CEO, Ministry for Women) 

Tracey Cross (Co-Chair, Empower Women)

Waylyn Tahuri-Whaipakanga (Kaiwhakahaere Matua CEO, Te Taiwhenua o Heretaunga) 

Dr Michelle Reyers (Policy Lead, Te Ara Ahunga Ora Retirement Commission) 

National Strategy update

Kate Hannah (Stakeholder Lead, Te Ara Ahunga Ora Retirement Commission)

Workshops

Building the foundation: financial education and the future

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Pathways to financial wellbeing: measuring impact for whānau and communities

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Ethical intelligence: harnessing AI for financial wellbeing

Workshop facilitators 

Yasmin Frazer (Learning Lead, Te Ara Ahunga Ora Retirement Commission) 

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Tom Hartmann (Personal Finance Lead, Te Ara Ahunga Ora Retirement Commission) 

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Kate Hannah (Stakeholder Lead, Te Ara Ahunga Ora Retirement Commission) 

Breakfast sessions

The long view: intergenerational fairness in a changing financial system

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Uniting against scams: building a safer financial future for Aotearoa

Chair, Dr Patrick Nolan (Director of Policy and Research, Te Ara Ahunga Ora Retirement Commission)

Max Rashbrooke (Co-Director, Institute for Democratic and Economic Analysis - IDEA)

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Chair, Tom Hartmann (Personal Finance Lead, Te Ara Ahunga Ora Retirement Commission)

Clare Dobson (Programme Manager, New Zealand Telecommunications Forum)

Jane O’Loughlin (Manager, engagement, communications and partnerships, National Cyber Security Centre)

Graeme Muller (CEO, Tech NZ)

8.45am – 9.00am 

Welcome to day two

Michèle A’Court (MC)

9.00am – 10.00am 

Keynote - When risk becomes the norm: global change and financial resilience

Chair, Kate Hannah (Stakeholder Lead, Te Ara Ahunga Ora Retirement Commission)

Professor Alexander Gillespie (Professor of Law, Waikato University)

10.00am – 10.30am

Panel - Young voices, new visions: reimagining financial wellbeing

Chair, Yasmin Frazer (Learning Lead, Te Ara Ahunga Ora Retirement Commission)

Henry Elliott (Financial mentor, Vinnies Tāmaki Makaurau) 

Amy Hansen (Director, E Tū)

Tupouteisa Unga (Organiser, Living Wage Aotearoa)

10.30am – 11.05am  

Morning tea

11.05am – 11.35am 

Spotlight - Fintech for financial capability: innovation with impact

Chair, Nicola Raynes-Pene (Partner & National Industry Leader for Financial Services, KPMG New Zealand)

Sam Garaway, (CEO, Christians against Poverty) 

Andy McLeish (Co-founder & Chief Customer Officer Wedge Money) 

Mark White-Robinson (Co-Founder and Director, Feijoa) 

Shirley McCombe (General Manager, Bay Financial Mentors) 

Tom Hartmann (Personal Finance Lead, Te Ara Ahunga Ora Retirement Commission)

11.35am – 12.20pm

Panel - Empowering futures: How the financial services sector can lead and shape collective impact

Chair, David Boyle (Retirement Commissioner) 

Nick Hakes (CEO, Financial Advice New Zealand)

Kirk Hope (CEO, Financial Services Council)

Lyn McMorran (CEO, Financial Services Federation)

Kris Faafoi (CEO, Insurance Council of New Zealand)

Fleur Howard (CEO, FinCap)