Where innovation meets advice
Join us for the return of the Netwealth Accelerate Summit. After a successful debut last year, we’re back with an even more impressive agenda designed for your entire practice.
Our focus remains on the intersection of advice and innovation. We’ve curated a dynamic mix of formats to keep you engaged all day, from keynotes to adviser panels, pitch fests to fireside chats, activations to networking opportunities.
For more information, please view the detailed full agenda here*
Where and when?
Date: Thursday 12 September
Time: 9:00AM - 5:30PM
Details: Early registration & refreshments from 8AM. Networking drinks follow at 5:30PM
Location: CENTREPIECE at Melbourne Park, Olympic Blvd, Melbourne VIC 3000
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What's in store?
- Your professional growth, your way: Choose from a selection of topics that matter most to you from 3 streams and over 15 sessions. Earn CPD points along the way.
- Learn from innovative speakers: Gain practical insights and challenge the way you think.
- Collaborative peer learning: Learn from like-minded professionals as they share their best practices, case studies, and technology hacks.
- Exclusive Netwealth product roadmap update: Join Matt Heine and be among the first to discover Netwealth’s latest features and upcoming enhancements.
*Full agenda is subject to change
Secure your spot now
Seats for this invite-only event are limited, so register now to secure your spot.
We encourage you to share this invitation with your advisers, paraplanners, client services, and administrators.
By submitting your details, you agree to receive further marketing communications from Netwealth. It is, however, possible to unsubscribe from within each communication received, by clicking the unsubscribe link at the bottom of the email. Alternatively, you can visit the following webpage or contact us on 1800 888 223 and ask to be unsubscribed. By registering, you consent to Netwealth sharing your personal information with event partners and sponsors, including your name and contact details. Any personal information provided by Netwealth will be handled in accordance with Netwealth’s privacy policy (available on the website). Our partners may receive payment from Netwealth in relation to this arrangement. Please visit our website www.netwealth.com.au to read our Privacy Policy. By clicking Download, you agree to our Terms & Conditions.
Thank you to our sponsors
Agenda
15+ Sessions, three content streams
Check out the Accelerate Summit line-up with details
Morning Sessions (8am - 1pm)
Innovation Zones
Innovation Zones
Expo Hall from 8am
Whether you want to enhance business efficiency, portfolio construction, streamline your operations, or gain insights and education for your staff and clients, the innovation zones will have something for you - for engaging, questioning, and being part of the conversation that drives our industry forward.
Accelerating futures: a welcome and roadmap - Matt Heine
Accelerating futures: a welcome and roadmap - Matt Heine
Accelerate Stage 9:15am
Matt Heine outlines the future of the Netwealth platform and the benefits to advisers, admin staff and clients.
Building a business that can adapt to change: The Adaptability Quotient
Building a business that can adapt to change: The Adaptability Quotient
Accelerate Stage 10:10am
Join Future Crunch’s Tané Hunter and Dara Simkin as they discuss the importance of the adaptability quotient (AQ) as a mindset for your firm. Leaning on scientific and cultural principles you will learn how to build a practice of the future that not only accepts change, but harnesses its benefits.
Innovation in pricing - what we can learn from others
Innovation in pricing - what we can learn from others
Discover Stage 11:30am
Rob Jones, an icon in pricing for over 20 years, will explore the latest in pricing innovation, based on their proprietary research and learnings from other industries and supported by real-life case studies. This session will help take your advice pricing from an ‘artform' to a 'science’.
How to hire the best people and use culture to keep them
How to hire the best people and use culture to keep them
Accelerate Stage 11:30am
Join Shanyn Payne, Chief People Officer at Netwealth and Justin Angsuwat, Chief People Officer at Culture Amp to learn practical methods for attracting and developing talent, building a strong company culture, and leveraging technology to engage your team.
Maximise your client data to improve back-office efficiency and client satisfaction
Maximise your client data to improve back-office efficiency and client satisfaction
Innovate Stage 11:30am
In this session, we will explore practical scenarios where you can leverage client data from external systems using APIs, data integrations and feeds. Learn from two advice firms on leveraging client data to improve back-office efficiency, advice workflows, and client satisfaction.
Understanding private markets vs. public markets with iCapital
Understanding private markets vs. public markets with iCapital
Discover Stage 12:20pm
Join Marco, Head of International at iCapital and Executive Committee member, as he shares insights on the key trends that highlight the strategic importance of private markets. With 30 years of experience in wealth management and private equity, Marco has held senior positions at UniCredit, Deutsche Bank, and UBS. Don't miss this opportunity to learn from a global industry leader.
Free up time to do more advising – how to innovate your operating model with outsourcing
Free up time to do more advising – how to innovate your operating model with outsourcing
Accelerate Stage 12:20pm
This session will provide a practical walkthrough of how advice firms are achieving success by doing more of what they are good at. Attendees will learn about the importance of building nimble business models, effective outsourcing strategies, and the future of the outsourcing market.
Level up your marketing – get Canva working for your business
Level up your marketing – get Canva working for your business
Innovate Stage 12:20pm
Learn how to scale your marketing efforts quickly and easily - even as a non-designer. In this session with a Canva verified expert, you’ll discover what's possible with Canva as a solopreneur or small team. Get ready to elevate your marketing and online presence with amazing on-brand visual content.
Afternoon Sessions (2pm - 5pm)
Income opportunities for wholesale investors
Income opportunities for wholesale investors
Discover Stage 2:00pm
Tailored for advisers with wholesale clients, this expert panel brings together top voices from BlackRock, IAM, and Lonsec to explore sophisticated income opportunities. Delve into the latest developments in private credit, uncover the strategic role of bonds in client portfolios, and navigate the implications of market and regulatory changes. So you can enhance your client offerings and capitalise on emerging income trends.
AdviceTech 2024: Building a culture to maximise digital transformation
AdviceTech 2024: Building a culture to maximise digital transformation
Accelerate Stage 2:00pm
In this presentation, we draw on the experiences of a group of financial advice firms, AdviceTech Stars, who have embraced digital transformation, and do it well. You will learn how to shift your culture, leadership model and mindset, capital allocation and change management processes to supercharge your digital transformation efforts thanks to Netwealth’s latest AdviceTech research.
Pitch-fest: demos of emerging tech
Pitch-fest: demos of emerging tech
Innovate Stage 2:00pm
Join us for a rapid-fire session with some of Netwealth’s tech partners. This curated showcase will feature tech that streamlines the advice process, improves staff education, boosts client engagement & data capabilities, and can optimise investment efficiency. Featuring Briefcase, Product Rex, Ensombl and Xeppo, this session will be the ultimate elevator pitch for you to see the latest in tech innovation.
Supporting a client’s transition from business owner to wealth owner
Supporting a client’s transition from business owner to wealth owner
Discover Stage 2:50pm
Fiona Hindmarsh could have written the book on becoming a trusted whole-of-family adviser. Her background of 3 decades in investment, and family office wealth management is underscored by roles such as COO of ANZ Investment Bank and Head of Client Engagement for the Myer Family Company. Don’t miss this opportunity to learn how to assist clients in their transition from business ownership to wealth ownership.
AI for today, not tomorrow – how advice firms are using generative AI and other tools
AI for today, not tomorrow – how advice firms are using generative AI and other tools
Accelerate Stage 2:50pm
AI is THE hot topic at the moment, but for many it is still media hype or just the “next shiny toy”. In this session we will talk to two practitioners who have experienced AI first-hand in advice practices. They will provide you with AI actions you can do today (not tomorrow) which can impact efficiency, client service and even sales.
Win more clients by communicating your value: a behavioural science lens
Win more clients by communicating your value: a behavioural science lens
Innovate Stage 2:50pm
The terms 'value perceptions' or 'value for money' often present a conceptual haze—vague and ambiguous at best. Merely believing that services are 'good value for money' seldom translates directly into decisive action. In this presentation, we draw on the latest Behavioural Science ‘value for money’ concepts, and our latest Advisable Australian research to provides you a roadmap for shifting prospects into committed clients.
Building a billion-dollar business
Building a billion-dollar business
Accelerate Stage 4:00pm
Join Matt Heine and two exceptional founders who have created incredible businesses worth more than a billion-dollars. During this fireside chat they will share their insights into how to scale a business and the lessons they have learnt. Learn how the two different entrepreneurs achieved what most deem unachievable. Matt Heine will lead the two Alexs', in a candid, fireside style chat not to be missed.
Bring your own device and create one month of content in one hour on Canva
Bring your own device and create one month of content in one hour on Canva
Innovate Stage 4:00pm
In this workshop, you’ll be rolling up your sleeves and creating a month’s worth of visual
content with Canva... in an hour! Bring your laptop and learn to create content quickly and
easily. At the end of this session, you’ll also walk away with an exclusive collection of custom
templates from one of Canva’s top template Creators!
Collaboration
Innovation Zones
Join Netwealth and our strategic partners at the Innovation Zones, designed for collaboration, featuring interactive displays and knowledgeable representatives ready to discuss and solve for the most pressing and hot topic opportunities facing our industry.
CLIENT EXPERIENCE
Accelerate your client engagement and education
- How do I research and identify products that are suited to my clients? - Presented by Product Rex
- How can I engage the next generation of clients? - Presented by Netwealth
- How do I personalise client reporting efficiently and at scale? - Presented by Netwealth
- How do I educate and engage the next generation of clients? - Presented by Flux
- What type of technology lets me offer true personalisation for every client? - Presented by Briefcase
- How do I create a compelling investment proposition for my clients? - Presented by Lonsec
PORTFOLIO CONSTRUCTION
Accelerate your investment proposition
- How do I construct portfolios more efficiently? - Presented by Russell Investments
- How do I create a low-cost portfolio for my clients? - Presented by Netwealth
- How do I offer an alternative to industry super funds? - Presented by Betashares
- How do I manage investment risk across my client’s portfolios? - Presented by Blackrock
- How do I build fixed income portfolios for my wholesale clients? - Presented by Income Asset Management (IAM)
- How do I build private market portfolios for my wholesale clients? - Presented by iCapital
BUSINESS EFFECTIVENESS
Accelerate your staff, scale and business efficiency
- How can I improve oversight, governance and risk monitoring with big data? - Presented by Xeppo
- How do I benchmark my business's technology adoption? - Presented by Netwealth
- How do I keep up with the latest trends to stay ahead of the curve? - Presented by Netwealth
- How do I better educate and develop my staff? - Presented by Ensombl
- How do I scale my investment operations using managed accounts? - Presented by Netwealth
- How do I outsource the administration of non-custodial assets? - Presented by Netwealth
DATA
Accelerate your data capabilities
- How do I remove double-handling of data between systems? - Presented by Netwealth
- How do I create a single source of truth for my client data? - Presented by Xeppo
Last year's Summit
Stat 1
300+
attendees
Stat 2
97%
rated very good
Stat 3
15+
CPD sessions
Stat 4
Peer
networking