Wednesday 5 June 2019

10:40am

Registration opens

11:10am

Opening remarks from the chair

11:20am

PANEL: SME finance: future opportunities for brokers

  • What is the future of SME lending under the new industry code?
  • Tips for sourcing and cultivating a pipeline of small business leads
  • Guidance for brokers looking to diversify into SME finance

Panellists:

Michael Burke – Head of Sales, OnDeck Australia

12:00am

PANEL: Specialist lending: making it work for you

  • Meeting the needs of clients who fall outside of traditional lending criteria
  • Overcoming the risks and challenges of specialist lending
  • Understanding the complexities of lending solutions that don’t fit traditional loan requirements

Panellists:

Stuart Styles – Managing Director, Arthumac & Co

Australian Mortgage Awards Winner – Broker of the Year – Specialist Lending 2018

Margaret Wilcock – Director, MW Mortgage and Wealth

Australian Mortgage Awards Winner – Broker of the Year – Specialist Lending 2018

12:40pm

Lunch

1:30pm

PANEL: Offshoring for success: how to implement offshore administration into your business

  • Overcoming administrative and management challenges of offshoring
  • How to build a virtual team culture and overcome communication problems
  • Key lessons and learnings from a real-life off-shoring experience

Panellists:

Andrew Duerden, Director – Business Services, LoanWorks

2:05pm

PANEL: Commercial lending: how to break new ground

  • Cracking commercial: How residential brokers can break into the commercial market
  • Overcoming challenges to better meet the needs of your customers
  • Assessing the long-term benefits of diversifying into commercial lending

Panellists:

George Karam – Managing Director, BF Money

Stephen Laing – Partner, iChoice Mortgage

Peter Vassilis – Managing Director, Black and White Finance

2:40pm

Afternoon tea

3:10pm

PANEL: Asset and equipment finance: what you need to know

  • How the application process works
  • Risks and losses involved in diversifying into asset and equipment finance
  • Examples and lessons learned from recent case studies
  • The infrastructure and skill set you need to succeed in the market you choose

Panellists: Louise Sanghera – Principal, Zippy Financial

3:50pm

Closing remarks at the end of the event

PARTNERS