DAY 1 - Wednesday 8 May 2024
| 8.00am – 8.45am | Networking and coffee |
| 8.45am – 9.00am | Mihi Whakatau: Ngāti Whātua Ōrākei |
| 9.00am – 9.05am | Welcome and introduction: MC Michele A’Court |
| 9.05am – 9.30am | Political keynote: Government priorities for supporting better financial wellbeing outcomes Hon Andrew Bayly - Minister of Commerce and Consumer Affairs |
| 9.30am - 9:45am |
Introduction: |
| 9.45am – 10.30am | Spotlight: Sussed, Sorted, Shifting – how NZ’s biggest podcast is breaking down barriers to help New Zealanders’ financial futures Jordan River, Brook Ruscoe, Marc Peard - The Morning Shift |
| 10.30am – 11.00am | Morning tea break |
| 11.00am – 11.30am | Spotlight: How open banking will change the game Jane-Renee Retimana - Payments NZ |
| 11.30am – 12.15pm | Panel discussion: Nudging for good – how banks are influencing better outcomes Chair: Nicola Sladden - Banking Ombudsman Angeline Pearson - ANZ Rosalyn Clarke - ASB Martin King - BNZ Rebecca Lee - Kiwibank Mark Street - Westpac NZ |
| 12.15pm – 12.30pm | Spotlight: Journey to Māori Financial Wellbeing - Te Rito Hou programme and what we learned Tawa Campbell-Seymour - ASB Miles Erwin - New Zealand Banking Association |
| 12.30pm – 1.30pm | Lunch break |
| 1.30pm – 2.00pm | Spotlight: Working together to empower whānau Lisa Davis - Ngāti Whātua Ōrākei |
| 2.00pm – 2.40pm | Panel discussion: What’s happening in the community? Chair: Michele A’Court Tania Huata-Kupa - Ngāti Pāhauwera Development Trust Shirley McCombe - Bay Financial Mentors Jeanette Parsons - Moneywise Manawatu |
| 2.40pm – 3.00pm | Spotlight: Planning for what comes next in the National Strategy Rachel Beckett - Te Ara Ahunga Ora Retirement Commission |
| 3.05pm | Workshop reminders: MC Michele A’Court |
| 3.05pm – 3.35pm | Afternoon tea break |
| 3.35pm – 4.45pm | Facilitated breakout sessions: Setting the action plan for the new National Strategy Co-design workshop: Developing the new National Strategy 2024 - 2027 |
| 4.45pm – 4.50pm | Wrap up: Jane Wrightson - Retirement Commissioner |
| 4.50pm – 6.30pm | Canapes and drinks/networking |
DAY 2 - Thursday 9 May 2024
| 7.30am – 8.00am | Networking and coffee |
| 8.00am – 9.20am | Optional breakfast workshops: Shifting the dial for Māori Shifting the dial for women Shifting the dial for Pacific Peoples |
| 9.20am – 9.30am | Break before main session |
| 9.30am – 9.40am | Welcome back: MC Michele A’Court |
| 9.40am – 10.00am | Spotlight: Science-based tools to rewire money beliefs, goals and habits Vishal George - Behavioural by Design |
| 10.00am – 10.20am | Spotlight: New approaches to building resilient communities Fala Tavita - Le Fale Job and Skills Hub, Porirua |
| 10.20am – 11.00am | Panel discussion: Designing for a better future — innovative approaches to financial resilience Chair: Susan Taylor - Financial Ombudsman Kris Faafoi - Insurance Council of New Zealand Emma Saunders - Good Shepherd Lyn McMorran - Financial Services Federation |
| 11.00am – 11.30am | Morning tea break |
| 11.30am – 12.00pm | Keynote: Financial education and the future Frances Valintine - Academy Ex, Mindlab, Tech Futures Lab |
| 12.00pm – 12.40pm | Panel discussion: Growing financial knowledge for all ages Chair: Warren Ngan Woo - Westpac Erin Thompson - Te Ara Ahunga Ora Retirement Commission Kendall Flutey - Banqer Latayvia Tualasea Tautai - YWCA |
| 12.40pm – 1.00pm | Concluding remarks: Jane Wrightson - Retirement Commissioner |