Speakers
Dr. Jeffery Scott
Head of Advice Strategy, MetLife Australia
With over 30 years in the insurance industry, Dr. Jeff™ is a renowned media commentator on insurance, superannuation and finance and has delivered over 2,000 presentations globally and lectured at prestigious Australian universities.
MC (Melbourne, Brisbane)
Silvia Pothoven
Head of Corporate Benefits, Gallagher
With her two decades of experience, Silvia leads the benefit division in creating and communicating benefit packages for Australian and multinational clients. As an industry specialist she maintains trusted client relationships and has a passion for financial wellbeing.
MC (Auckland)
James Callendar
National Manager - Corporate Benefits, Gallagher
James Callender leads the Corporate Benefits team to challenge the status quo of employee wellbeing and explore impactful
applications of benefits in the workplace. Providing holistic, big picture solutions that combine talent, financial wellbeing and employee benefits into an enriched program that is unique to the organisations’ needs.
The Data: Financial Stress and Performance Outcomes
Brock Jeffery-Warren, CFA
Director, Alliances & Multi-Asset, Colonial First State
With over 10 years of experience, Brock is responsible for representing CFS’s investment capability, including internally managed products and third-party Alliance Partner funds. Brock’s expertise spans across public equities, private assets,
alternatives, and fixed-income markets.
AU Economic Update: How Will Markets Impact Your Business and Employee’s Super Benefits
Bonnie Mooney
Head of Design & CX Transformation, Maxxia/RemServ
Bonnie Mooney leads Design and Customer Experience Transformation at McMillan Shakespeare Group, parent company of
Maxxia. With over a decade in financial services, she focuses on improving financial wellbeing outcomes by making complex benefits simple, accessible and valuable for employees.
The Engagement Equation: Money, Mindset and Meaning
Dean Logan
Head of Risk & Strategic Partnerships, First Capital Financial Services (A Gallagher Company)
Dean Logan, Head of Retail Risk at First Capital Financial Services (A Gallagher Company), brings nearly three decades of expertise in financial advice and risk management. A passionate advocate for workplace wellbeing, Dean specialises in linking employee financial health to organisational success. His session will empower leaders to build compelling business cases for impactful financial wellbeing initiatives.
When Costs, Risk and Performance Converge: How Leaders Decide with Confidence
Steve Mann
Partner – Communications & Change, Intelligent Communications Experiences
Steve is a corporate affairs leader with global experience across government, FMCG, retail and resources, including senior roles at Mondelez, Kmart, Target and BHP. He specialises in strategic communications, reputation and crisis management, and led Kmart’s first digital communications platform, bringing deep expertise in driving engagement through effective digital strategy.
Engaging Our Teams in the Age Of AI And Tech Disruption
Dave McLeish
Managing Director & Chief Investment Officer, Wedge
Dave is the Founder of Wedge, an Auckland-based savings provider and pioneer of the Savings Fund - a first-of-its-kind high interest digital savings account with daily liquidity. Before founding Wedge, Dave established and led the cash and fixed income business at Fisher Funds for more than 13 years. As Head of Fixed Income, he helped grow that business from inception to over $10 billion in assets under management, with his team becoming one of New Zealand’s most awarded bond fund managers. Earlier in his career, Dave held senior fixed income roles at Goldman Sachs, UBS, and Morgan Stanley internationally.
NZ Economic Update: How Will Markets Impact Your Business and Your Employees
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