Join the National Strategy for Financial Capability partners in Tāmaki Makaurau Auckland, 8 to 9 May 2024.
Learn more about the mahi that's been going on around the sector and hear the latest insights from thought leaders in the fields of behavioural science, open banking, financial education and more.
It's your chance to connect with like-minded people passionate about financial wellbeing. This conference is for anyone who helps New Zealanders with their money, including financial mentors, financial advisers, community organisations, educators, government agencies and in the banking, insurance and fintech industries.
Help set the action plan for the next National Strategy and how we will work together to help New Zealanders grow their money and protect their financial wellbeing.
Conference schedule
Find out more about the great line-up of speakers and panellists. Join us in workshops to share your ideas about how we can work together for the next three years.
Ticketing information
Book your ticket now and join us in Auckland for 1 and 1/2 days of collaboration and kōrero.
Ticket prices
- $75 not for profit/community organisation attendee
- $150 attendee
- $25 breakfast only
Conference information
Venue
Aotea Centre, Hunua Conference Rooms. 50 Mayoral Drive, Auckland CBD, (the western edge of Aotea Square).
Times
Day 1: Wednesday 8 May, from 8.30am, followed by networking drinks from 5pm.
Day 2: Thursday 9 May, Breakfast sessions from 8.00am until 9.20am, Conference from 9.30am until 1pm.
Any questions contact elizabeth@retirement.govt.nz
Shifting the dial breakfasts: Women, Māori and Pacific Peoples
Please note the breakfasts are included in your full conference ticket. Otherwise, you can buy breakfast only tickets for $25. A light breakfast and coffee and tea will be provided.
Option 1: Shifting the dial for women
Hosted by Empower Women, an FSC-led initiative to support the financial confidence, wellbeing and empowerment of women.
What will this session be about?
Women face unique financial challenges. How do we take action to shift the dial and support women to be financially confident and secure in their financial future? If you wish to be part of driving this change, please join us.
Guest speakers
- Dellwyn Stuart - YWCA CEO and co-founder of the successful Mind the Gap campaign.
- Stephanie Pow - Founder & CEO of Crayon, NZ's first parental leave register.
- Emma Mclean - Founder & CEO of Works for Everyone, a business dedicated to smashing The Motherhood Penalty.
Option 2: Shifting the dial for Māori
Join us for breakfast to shape the future of financial capability for Māori communities where lots of exciting things are underway.
What will this session be about?
- Hear about ongoing mahi to lift financial capability for Māori
- Hear the latest on the collaborative development of the Māori Financial Capability Road Map
- Discuss how we can collectively shift the dial to advance Māori financial wellbeing.
Option 3: Shifting the dial for Pacific Peoples
Noa'ia, Tālofa lava, Mauri, Kia orāna, Mālō e lelei, Talofa, Ni sa bula vinaka, Fakaalofa lahi atu, Mālo ni, Halo olgeta, Halo Oloketa, Tēnā koutou kātoa and warm Pacific greetings to you all.
We warmly invite you to join us for an initial talanoa about financial capability where we fofola e fala kae talanoa e kāinga.
What will this session be about?
- Dr Jo Gamble will share the latest financial wellbeing research
- Participation in an engaging panel discussion on how we can shift the dial for Pacific Peoples
- Talanoa on what we can collectively do to advance Pacific Peoples’ financial wellbeing.
Can't make the conference, but keen to be kept in the loop with future updates? Click here to be added to our mailing list.
Keynote speakers
Hon Andrew Bayley
Minister of Commerce and Consumer Affairs
Andrew Bayly is the Minister of Commerce and Consumer Affairs, Minister for Small Business and Manufacturing, and Minister of Statistics. He is the MP for Port Waikato and was first elected to Parliament in 2014 to represent the then-seat of Hunua.
Andrew was born in Whanganui into a farming family. He graduated with a Bachelor of Business Studies from Massey University and qualified as a chartered accountant. He is a Fellow of Chartered Accountants Australia and New Zealand, the Institute of Managers and Leaders, the NZ Chartered Institute of Corporate Management, and the UK Chartered Association of Certified Accountants. He is also a Fellow of the Royal Geographical Society in London. He worked for the Southpac corporate finance team in New Zealand before transferring to London where he worked for a number of years. After returning to New Zealand, he co-founded a merchant bank, Cranleigh. He has also owned many other businesses and been a director to a range of organisations.
Andrew served for nine years as a member of Parliament’s Finance and Expenditure select committee and was also the Co-Chair of the Middle East/Africa Parliamentary Friendship Group and Co-Chair of the Antarctic Parliamentary Group, which he established in 2019.
Frances Valintine CNZM
Founder & Board Director, academyEX
Frances Valintine CNZM is a passionate educator and technologist who is dedicated to creating educational opportunities that connect professionals to the knowledge they need to be successful in today’s rapidly advancing world. For 25+ years she has been dedicated to shifting education and business practice to develop the capabilities, knowledge and mindset needed to respond to the future of work, changing societal expectations and the protection of the planet.
In 2024, Frances transitioned from her role as CEO to Founder and Board Director, allowing her to concentrate on major impact initiatives and partnerships led by academyEX, a post-graduate institute focused on professional development and knowledge in the fields of technological advancement, education, sustainability and leadership.
Frances is the author of Future You, a book dedicated to shifting perceptions about learning as an adult and promoting the need to stay connected, relevant and informed throughout our life. Frances holds a Master of Education Management from the University of Melbourne.
Jane Wrightson
Retirement Commissioner
Jane became the Retirement Commissioner in early 2020. She is focused on principled retirement policies that take a long-term view, so that the wellbeing of older New Zealanders is enhanced. Jane has had a long leadership career, primarily in media entities, and holds other governance roles. She is a Chartered Member of the Institute of Directors.