6:45am – 7:30am
Join us for the Sunrise walk to start the day
8:00am – 9:00am
Join us for a grab and go breakfast in the marketplace
9:00am – 9:45am
Explore innovative solutions, risk mitigation strategies, and industry insights to tackle challenges head-on. Gain a comprehensive understanding of navigating the intricacies in the insurance landscape for enhanced risk management.
Gain insights into mastering client satisfaction by understanding and exceeding
their expectations. This session explores effective strategies and tools to align
your business practices with client needs, ensuring a client-centric approach that
fosters loyalty and drives success.
The session will be led by Oren Jacobi of Insurance Training Australia. Oren will
set the scene with a 15-minute presentation, introducing key principles of client
satisfaction and strategies for aligning business practices with client needs. This
will be followed by a 30-minute discussion where Oren and a couple of experienced
brokers will share real-life client management experiences, discuss challenges and
solutions, and provide practical tips. The session will conclude with an audience
Q&A.
10:00am – 10:45am
Discover the keys to success in "Attraction & Retention of Talent: Build & Retain Your Team." In this interactive 45-minute session, explore innovative recruitment methods, employee engagement tactics, and retention strategies crucial for nurturing a high-performance workplace. From expert insights to practical examples and interactive discussions, learn how to attract top talent and foster long-term commitment. Gain valuable insights tailored for the future generation of brokers, ensuring a future-ready workforce. Discover strategies to build and retain an invaluable team.
Join us for an engaging panel session where three insurance broking professionals
will share practical strategies and real-life examples on handling difficult
conversations with clients, insurers, and employees. Learn how to navigate conflicts
with empathy, negotiate effectively, and provide constructive feedback while
maintaining morale. Through interactive discussions and audience Q&A, you'll
gain
valuable insights and actionable tips to enhance your communication skills and
achieve better outcomes in challenging situations.
Speakers: Rebecca Wilson & Colin McEnery
10:45am – 11:45am
11:45am – 1:00pm
This session will cover and outline what is planned next for the Insure Your Future program.
The importance of face-to-face interaction is diminishing. The most successful insurance brokers in the future will be those that focus on their digital offerings and online presence. Representatives from Brokers and Insurers go head-to-head in an entertaining and thought-provoking debate about the future of insurance broking.
1:00pm – 2:00pm
2:00pm – 3:45pm
This session will showcase the Strategic Direction that National Insurance Brokers
Association (NIBA) has undertaken to promote Brokers and the role of Brokers in the
Community. NIBA President, Vice President and immediate past President will outline
the NIBA Board’s strategic approach to dealing with the Quality of Advice Review and
turning attention to the challenges confronting brokers including lack of talent
compounded by generational change, ensuring focus on the client is retained in an
increasingly technology led market and the limited understanding that the Australian
consumer has in the value of brokers. This is also an opportunity for Members to ask
their questions of the NIBA Board.
Moderator: Richard Klipin
Speakers: Gary Okely, Nick Cook and Dianne Phelan
Speaker: Dianne Phelan, Convention Chair
"Rise of the Humans: The Future of Work" will dive into the rapid pace of change in
the work environment and what it means for the future. This will provide you with
insights into the future of work and the impact that it would have on the insurance
broking profession.
Speaker: Dr Ben Hamer
7:00pm – 11:00pm
NIBA is pleased to confirm that 10 CPD points will be available for full attendance and 5
points for day attendance at the NIBA Convention. Delegates will need to scan
into sessions to be eligible for CPD points.
For all individual Convention registrations, please click below to commence your
registration.
Gemma Acton has worked across finance and broadcast media for more than two decades.
She is currently the Network Finance Editor at 7 News where she presents the latest
financial and business news to audiences across the country. She is also a regular
guest
host across the network’s news programs.
Prior to this, she hosted broadcast programmes at CNBC International in London and
worked as an on-air correspondent pursuing stories across Europe for the network.
She also
spent a decade working in investment banking and wealth management throughout
Europe,
the Middle East and the United States. She has an MBA from Wharton and is a CFA
charter
holder.
Away from the screen, Gemma is the co-founder and director of the personal branding
and
presentation skills business, Everyday Showstopper, which helps clients to
fundamentally
restructure and improve their approach to how they present in public.
She regularly joins private and corporate functions and charity events as an MC,
facilitator,
or keynote speaker.
In her downtime, Gemma loves to spend time at the beach with her young family as
well as
play tennis, ski and do battle with cryptic crosswords!
Emma Isaacs is the Founder and Global CEO of Business Chicks.
A business owner by the age of 18, property investor by 19, and self-made
millionaire by 23, Emma Isaacs has entrepreneurship and
achievement in her DNA.
As founder of Business Chicks—a thriving global community that
operates on two continents in eleven cities – her team produces more
than 100 events annually, with past speakers including Sir Richard
Branson, Sarah Jessica Parker, Diane von Furstenberg, Kate Hudson,
and Arianna Huffington, among others.
She’s also the author of bestselling books 'Winging It' and 'The New
Hustle' and a mother to six kids aged 13 and under.
In 2020, Emma livestreamed the homebirth of her sixth child from her
living room with tens of thousands of viewers tuning in to watch his
peaceful arrival, and as a committed philanthropist has now raised more
than $13million for various charities
Andrea encourages people to be 'future fit' in their careers through
writing, speaking & delivering high-impact leadership programs. A former
television news reporter and Washington D.C. correspondent, Andrea
covered major news events across the US before working on
humanitarian aid programs to rebuild Iraq and Afghanistan.
With an obsession for growing careers, Andrea founded FutureFit
Learning in 2012. She is the author of the book: 'Future Fit: How to Stay
Relevant and Competitive in the Future of Work' - winner of the
Australian Business Book of the Year 2019 and finalist in the UK
Business Book Awards 2020.
Andrea is also a member of the Australian HR Institute's Future of Work
Advisory Panel
Dr Ben Hamer is an accredited futurist, and he was recently awarded the number
one thought leader for the Future of Work in the Asia-Pacific.
Ben has undertaken work and research around the world, including time spent
leading critical projects on the future of work and skills at the World Economic
Forum
as well as being a Visiting Scholar at Yale University.
He is an Adjunct Professor at Edith Cowan University and a Board Member of the
Australian HR Institute, where he was appointed as the youngest Non-Executive
Director in the organisation’s history. A sought-after media commentator, Ben is the
Chief Futurist at CreativeCubes and the author of 'The Kickass Career: How to
Succeed in the Future of Work, today'.
Simone is the CEO of Insurtech Australia, a national not-for-profit organisation with a vision to create a world leading insurtech ecosystem which aims to foster a diverse community of insurance innovation and collaboration across the Australian insurance industry. An experienced leader in the insurance industry, Simone has held senior executive roles in both Australia and the UK and also has management consulting experience. Her previous role was that of Chief Operating Officer for Munich Re in Australasia. Additionally, she was Non-Executive Director of ANZIIF between 2018 and 2024
Gary’s expertise in advisory, risk and insurance sectors has guided the evolution of
innovative solutions tailored to meet government protection needs, with a sharp
focus on the important local government sector.
Having worked with insurance markets in Australia, Asia and London during a 40-year
career, his approach has been trailblazing. Gary assists governments, businesses and
not-for-profits to move beyond traditional insurance approaches and to take the
reins for stronger risk management and claims results.
This work has resulted in modernising risk management for continuous change,
including expanding opportunities in cooperative self-insurance. Gary is also
leading conversations on disaster vulnerability and resilience-building in
Australia.
Gary is now Head of JLT Public Sector – Pacific, part of Marsh McLennan. He is the
President of Australia’s National Insurance Brokers Association and he holds a
number of Board positions. He is a Qualified Practicing Insurance Broker.
With a career spanning over 20 years in the insurance profession, Rebecca gained
extensive experience managing insurance programs for large commercial clients
transforming the business to achieve year-on-year growth.
Rebecca focuses on cultivating a thriving workplace environment that encourages
people to excel, collaborate and feel supported. As the 2010 recipient of the WTMA
Insurance Young Professional of the Year Nationally and NSW, Rebecca’s gone from
strength to strength as she was appointed NIBA board’s NSW Director and NSW
divisional committee’s Vice Chair.
Rebecca has spent over 10 years volunteering for the The Reach Foundation and is
currently a member of the NSW subcommittee to the board alongside having raised over
$400k for multiple charities.
Colin began his insurance career over thirty years ago, starting as an insurance
broker in Ireland before moving to Australia.
Colin worked for some of Australia’s largest insurers before moving into broking
claims, where he spent fifteen years at two international broking firms.
He is a chartered loss adjuster and the Australian and New Zealand Institute of
Chartered Loss Adjusters Vice President.
Colin joined Sedgwick as the Client Director for major and complex loss in January
2022.
Sedgwick is a Global loss-adjusting firm with over 30,000 staff in 65 countries.
Nick joined Steadfast 9 years ago, and in his role as the Executive General Manager for Australasian Networks, Broker & Insurer Services at Steadfast, he oversees the strategic direction, operational excellence, and growth initiatives for the Steadfast broker networks across the Asia-Pacific region. With a career spanning over three decades in the insurance and financial services industry, Nick brings a wealth of experience in managing complex networks, enhancing carrier relationships, and delivering exceptional service to brokers. Nick is also Vice President of the National Insurance Brokers Association (NIBA), sitting on the Board representing brokers interests at the highest level of industry & government. Nick was previously at Zurich where he was responsible for the performance of Zurich products & propositions in the marketplace. In his spare time, Nick enjoys an occasional round of golf, which helps him maintain a balanced and well-rounded perspective both professionally and personally.
Gary’s expertise in advisory, risk and insurance sectors has guided the evolution of
innovative solutions tailored to meet government protection needs, with a sharp
focus on the important local government sector.
Having worked with insurance markets in Australia, Asia and London during a 40-year
career, his approach has been trailblazing. Gary assists governments, businesses and
not-for-profits to move beyond traditional insurance approaches and to take the
reins for stronger risk management and claims results.
This work has resulted in modernising risk management for continuous change,
including expanding opportunities in cooperative self-insurance. Gary is also
leading conversations on disaster vulnerability and resilience-building in
Australia.
Gary is now Head of JLT Public Sector – Pacific, part of Marsh McLennan. He is the
President of Australia’s National Insurance Brokers Association and he holds a
number of Board positions. He is a Qualified Practicing Insurance Broker.
Dianne Phelan is a well-known figure in the insurance industry, with a career
spanning over 45 years. With an extensive background in insurance broking, she has
dedicated 37 years to mastering the intricacies of the field. Currently serving as
the COO at BJS Insurance Group, Dianne has spent the last 21 years contributing her
expertise and leadership to the organisation.
Before joining BJS Insurance Group, Dianne held the position of Managing Director at
Morris Lloyd Insurance Brokers. Over the course of 15 years, she provided
exceptional broking services to numerous South Australian businesses, establishing
herself as a trusted advisor within the local community.
Dianne's commitment to her profession extends beyond her individual achievements.
She has made ongoing contributions to the insurance industry at large, exemplified
by her two-year tenure as the President of the National Insurance Brokers
Association (NIBA). In this role, she advocated for the interests of brokers,
facilitated industry-wide collaboration, and played an instrumental part in shaping
the future of insurance broking practices.
Dianne Phelan is a well-known figure in the insurance industry, with a career
spanning over 45 years. With an extensive background in insurance broking, she has
dedicated 37 years to mastering the intricacies of the field. Currently serving as
the COO at BJS Insurance Group, Dianne has spent the last 21 years contributing her
expertise and leadership to the organisation.
Before joining BJS Insurance Group, Dianne held the position of Managing Director at
Morris Lloyd Insurance Brokers. Over the course of 15 years, she provided
exceptional broking services to numerous South Australian businesses, establishing
herself as a trusted advisor within the local community.
Dianne's commitment to her profession extends beyond her individual achievements.
She has made ongoing contributions to the insurance industry at large, exemplified
by her two-year tenure as the President of the National Insurance Brokers
Association (NIBA). In this role, she advocated for the interests of brokers,
facilitated industry-wide collaboration, and played an instrumental part in shaping
the future of insurance broking practices.
David Locke started as the inaugural Chief Ombudsman and CEO at the Australian
Financial Complaints Authority (AFCA) on 25 June 2018.
David was previously Assistant Commissioner at the Australian Charities and
Not-for-profits Commission (ACNC) and played a key role in its establishment.
David is originally from the UK. He’s a qualified solicitor who has worked in the
private, not-for-profit and Government sectors. He is passionate about access to
justice.
David has also worked as an adviser to several international governments on the
regulation of non-government organisations.
Katrina has spent much of her career in financial services. A Chartered Accountant
by trade, Katrina started her career in Audit, spent time at Newton Fund Management
in London and then joined Westpac Trust. She has owned her own small accountancy
business for seven years, after which she was the Financial Controller for the New
Zealand National Party.
Katrina has a deep understanding of the legislative process and how to influence
policy development, drawn from her experience as a two-term Member of Parliament.
During that time, she chaired Select Committees and was a member of the Commerce
Select Committee during the significant legislative changes in the financial
services sector.
Katrina has considerable experience leading membership bodies, working with
regulatory change, creating public awareness, and has developed a learning academy.
In addition to this she has managed the significant Funeral Trust Fund.
Katrina has been the CEO of Financial Advice NZ for five years. She was the
inaugural CEO which merged three industry bodies into one professional body. In this
time the organisation has become the voice of the financial advice sector,
influenced significant legislative and regulatory change, and delivered quality
professional development. In addition to this she has ensured research has been the
basis for promoting the value of advice to consumers, enabling more New Zealanders,
to seek quality financial advice to increase their financial health, wealth and
wellbeing.
Before commencing his insurance training business, Oren had acquired over 20 years
of insurance industry experience – predominantly as a senior Professional &
Financial Lines broker and wholesaler across large, mid-sized and small brokerages
in Australia and the United States. During that time, his clients ranged from
publicly listed companies to SMEs and Associations across a broad array of
industries.
The underlying theme of his career has been the desire for personal growth,
imparting his knowledge, challenging himself and others, and developing and
mentoring those around him. Oren is a passionate advocate for training in the
insurance industry. He prefers to offer his programs “in-person” and is focused on
changing the training mindset from often being a “box-ticking exercise”, to being a
fundamental component of running a successful broking business. As a broker, Oren
had always felt that something was missing in the professional development space and
saw a real gap in the market to provide specialised insurance training in a more
engaging and interactive way.
His training modules can be split into two broad categories. Product-related modules
– which revolve around Professional & Financial Lines products, and
non-product-related modules – which revolve around risk management, operational and
sales training. Underpinning all he does is the desire for brokers to become more
confident in their dealings with clients and underwriters. Oren is also a presenter
at conferences and an accomplished mentor who is committed to attracting more talent
to our industry.
A life-long learner, he holds several qualifications including a Master in Risk
Management & Insurance, a Bachelor in Commerce, and a Certificate IV in Training &
Assessment. In his spare-time you can find Oren swimming, working out, playing his
guitar, learning a new language, meditating, and spending time with family and
friends.