Wednesday 5 June 2019

10:40am

Registration opens

11:10am

Opening remarks from the chair

Nancy Youssef – Founder, Mentor and Visionary, Classic Finance

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:

Heath Fitzpatrick – National Business Development Manager, eBroker

Phillip Meehan – Business Development Manager, Connective Asset Finance

Alex Moody – Chief Executive Officer, Moody Kiddell & Partners

Moderator:

Michael Burke – Head of Sales, OnDeck Australia

12:00pm

$100m+ in half the time: How LIVE data can transform your business

Helping brokers to increase sales and protect their client base, Scott Durrant, founder and director of Successful Ways introduces Alexus CRM. By utilising live data, this software solution can address your:

  • Diversification goals
  • Retention weak points
  • Channel conflict frustrations

Scott Durrant – Director, Successful Ways/Alexus CRM

12:40pm

Lunch

1:30pm

PANEL: Outsourcing 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:

Melanie Cunliffe – Owner and Founder, Indigo Finance

Jeremy Fisher, Managing Director, 1st Street Home Loans

Moderator:

Andrew Duerden, Director – Business Services, LoanWorks

2:05pm

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

Moderator:

Nancy Youssef – Founder, Mentor and Visionary, Classic 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: 

Jason Gibson – Director, Bold Commercial Finance

Jean-Pierre Gortan – Director, Simplicity Loans & Advisory

Moderator:

Nancy Youssef – Founder, Mentor and Visionary, Classic Finance

3:50pm

Closing remarks at the end of the event

PARTNERS