Day one
Tuesday 26 May 2026
| 8.00am – 8.45am | Networking and coffee | |
| 8.45am – 9.00am |
Mihi Whakatau |
|
| 9.00am – 9.05am |
Welcome from MC |
Michele A’Court |
| 9.05am – 9.15am |
Opening address - Maximising impact: government priorities supporting financial capability (recording) |
Hon Scott Simpson (Minister of Commerce and Consumer Affairs) |
| 9.15am – 9.30am |
Welcome address from the Retirement Commissioner |
Retirement Commissioner |
| 9.30am – 10.30am |
Keynote - Ethics, empathy, and algorithms: harnessing responsible AI for financial wellbeing |
Dr Michelle Dickinson (Matter Workshop) |
| 10.30am – 11.00am | Morning tea | |
| 11.00am – 11.45am |
Panel - Banking for all: driving financial wellbeing through inclusion |
Chair, Roger Beaumont (CEO, NZ Banking Association) Todd Calkin (Head of Customer and 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) |
| 11.45am – 12.15pm |
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) |
| 12.15pm – 1.15pm | Lunch | |
| 1.15pm – 2.00pm |
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) Brooke Roberts (Co-Founder, Co-CEO) Sharesies |
| 2.00pm – 2.30pm |
Spotlight - Navigating a professional future for financial mentoring in Aotearoa |
Chair, Michele A’Court (MC) Fleur Howard (CEO, FinCap) Deanna Harrison (Sector Workforce Development, FinCap) |
| 2.30pm – 3.00pm | Afternoon tea | |
| 3.00pm – 3.45pm |
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) Traci Houpapa (Professional Director) |
| 3.45pm – 4.00pm |
National Strategy update |
Kate Hannah (Stakeholder Lead, Te Ara Ahunga Ora Retirement Commission) |
| 4.00pm – 5.00pm |
Workshops Building the foundation: financial education and the future - Pathways to financial wellbeing: measuring impact for whānau and communities - Ethical intelligence: harnessing AI for financial wellbeing |
Workshop facilitators Yasmin Frazer (Learning Lead, Te Ara Ahunga Ora Retirement Commission) - Tom Hartmann (Personal Finance Lead, Te Ara Ahunga Ora Retirement Commission) - Dr Michelle Dickinson (Matter Workshop) Kate Hannah (Stakeholder Lead, Te Ara Ahunga Ora Retirement Commission)
|
| 5.00pm – 6.00pm | Drinks and canapés | |
Day two
Wednesday 27 May 2026
| 7.30am – 8.30am |
Breakfast sessions When risk becomes the norm: global change and financial resilience
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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, TBC - Chair, Dr Patrick Nolan (Director of Policy and Research, Te Ara Ahunga Ora Retirement Commission) - Paul Brislen (CEO, Telecommunications Forum) |
|
8.45am – 9.00am |
Welcome to day two |
Michele A’Court (MC) |
|
9.00am – 10.00am |
Keynote - Designing for dignity: how digital identity opens doors to financial inclusion |
Chris Goh (Digital identity expert) |
|
10.00am – 10.45am |
Panel - Young voices, new visions: reimagining financial wellbeing |
TBC |
|
10.45am – 11.05am Morning tea 11.05am – 11.35am |
Spotlight - Fintech for financial capability: innovation with impact |
TBC |
|
11.35am – 12.20pm |
Panel - Empowering futures: How the financial services sector can lead and shape collective impact |
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) |
| 12.20pm – 12.30pm | Final remarks | |