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

View session

9.30am - 9:45am

Jane Wrightson - Retirement Commissioner

View session

9.45am – 10.30am

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

View session

10.30am – 11.00am Morning tea break
11.00am – 11.30am

How open banking will change the game
Jane-Renee Retimana - Payments NZ

View session

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

View session

12.15pm – 12.30pm

Journey to Māori Financial Wellbeing - Te Rito Hou programme and what we learned
Tawa Campbell-Seymour - ASB
Miles Erwin - New Zealand Banking Association

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12.30pm – 1.30pm Lunch break
1.30pm – 2.00pm

Working together to empower whānau
Lisa Davis - Ngāti Whātua Ōrākei

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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

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2.40pm – 3.00pm

Planning for what comes next in the National Strategy
Rachel Beckett - Te Ara Ahunga Ora Retirement Commission

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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 – View session
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

Science-based tools to rewire money beliefs, goals and habits
Vishal George - Behavioural by Design

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10.00am – 10.20am

New approaches to building resilient communities
Fala Tavita - Le Fale Job and Skills Hub, Porirua

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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

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11.00am – 11.30am Morning tea break
11.30am – 12.00pm

Financial education and the future
Frances Valintine - Academy Ex, Mindlab, Tech Futures Lab

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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

View session

12.40pm – 1.00pm Concluding remarks:
Jane Wrightson - Retirement Commissioner