VBP Conference 2025 – Precision & Performance

Building A Scalable Back Office That Last

Pathway to growth, connection and thriving success.

Embark on a Journey of Precision and Performance

Join us at this year’s VBP Conference, where forward-focused advisers and business leaders come together to explore the strategies, systems, and support that drive long-term success.

Whether you’ve been with VBP for years or are just getting to know us, this conference is your space to learn, connect, and accelerate your next phase of growth.

Let’s take your business to the next level, together.

Conference Agenda

Our agenda is crafted to ensure clients can spend valuable face-to-face time with their VBP team members, enhancing training and building personal connections for better team outcomes. It combines thought-provoking speaker sessions, interactive breakout discussions, and intimate networking opportunities.

Learn from industry leaders and high-performing businesses, share knowledge with like-minded professionals, and gain actionable insights to scale your business and make the most of your VBP relationship.

Beyond the sessions, immerse yourself in a unique environment that fosters connection—whether through structured discussions, private conversations, or cultural and social experiences in the Philippines. This agenda is more than a conference schedule; it’s a pathway to growth, connection, and thriving success.

Wednesday, 30th July – Best Practice in Building a Global Team

8:30 am – 8:45 am Conference Welcome and Overview

8:45 am – 12:00 pm (including morning tea)

Join our VBP Leaders and successful clients for an engaging morning session focused on elevating the success of your global team strategy. Led by our CEO, Nathan Jacobsen, discover how VBP has enhanced our active management model with effective systems for productivity, training, work-from-home dynamics, and remuneration.

Hear first-hand accounts from clients about best practices in reporting lines, coaching techniques, and rewarding excellence through remuneration and career development. Participate in interactive breakout discussions to share insights and gain valuable techniques to enhance your team’s performance and achieve greater success.

12:00 pm – Lunch and Travel to VBP Offices

1:00 pm – 1:15 pm – Office Tours and Orientation

1:00 pm – 2:45 pm – Breakout Sessions

Choose from a range of opportunities to leverage industry partners to scale your back office. Choose your deep dive into practical examples in Filipino Culture, Client Portals, Managed Accounts, and Data Management.

2:45 pm – 6:00 pm – Time with Your Team

Make the most of your in-person time with your team to conduct training and development, team building, or both!

6:00 pm Welcome Dinner

Thursday, 31st July – Smart Decision-making in Technology

8:45 am – 12:00 pm

You’ve been to plenty of sessions on technology and innovation, but as a business leader, how do you get the best out of technology in a world of high disruption, transformation and innovation?

Join VBP’s Chief Technology Officer, Shaun Nesbitt as he interviews firms that have successfully chosen and embedded new technology across their teams. Explore a practical decision-making framework to select the right technology for your firm and best practice tips on how to implement a new system. Learn practical ways to safeguard your firm from cyber threats.

Hear from VBP clients that are leading the charge on robotic process automation and leveraging technology.

Engage in breakout discussions to share practical insights and gain usable knowledge from the wisdom in the room.

12:00 pm – Lunch and Travel to VBP Offices

1:00 pm -1:45 pm – Breakout sessions

Choose your session to suit your business.

1:45 pm onward – Time with Your Team

Here’s your opportunity to reconnect with your team, reflect on what stood out yesterday, and talk through what it means for your firm moving forward. This is also an opportunity to discuss growth with your team.

Use this time to have the conversations that don’t always make it into the calendar. Share ideas, challenge each other’s thinking, and get aligned on how you turn great insights into real action.

Evening – Social evening to spend with your team or join VBP leadership and partners for a casual local dinner.

Friday, 1st August – High Growth Business Strategies – How to Scale Your Back Office to Cope with Rapid Growth. 8:45 am – 12:00 pm Join our Head of Consulting Sue Viskovic as we explore high-growth business strategies. Whether you grow your business through M&A, organic growth or a combination of the two, we’ll explore how to balance revenue and client expansion with service delivery and production techniques. Learn strategies to enjoy rapid growth while delivering an outstanding client (and team) experience. Gain insights into elevating onshore team members while building offshore teams, using proven templates for role progression and competency management. Hear client success stories and participate in table discussions to share experiences and strategies for sustainable growth. 12:00 pm – 1:00 pm – Lunch 1:00 pm – 3:00 pm – Free time (or time with your team) 3:00 pm – VBP Office, Jeg Office Tower We’re inviting a special guest speaker! You’ll get to hear from a Filipino company that has achieved rapid growth while contributing to their community. 3:45 pm – 4:00 pm – CEO Close the Conference 4:15 pm – 7:00 pm – Friday Freaks and Rooftop Drinks

Saturday, 2nd August 8:00 am – 3:00 pm – Social events

We’ve lined up some relaxed social activities this morning. This provides more opportunities to connect, have some fun, and enjoy time with your team. Stay tuned for these exciting activities.

6:00 pm – 10:00 pm Talent and Awards Night

Stay tuned as additional details will be available soon!

Experience Cebu!

A Quick Guide on How You Can Make the Most

Out of Your Trip to the Queen City of the South

Conference Pricing

Get Your Passes Now

$ 3,600

Ticket price includes:
Return economy airfares up to
the value of $1,400**
Accommodation
All meals
All transfers
Activities
Conference attendance
Gala Awards night ticket
The second and subsequent attendee/s from the same firm will receive an additional 5% discount which will be applied to either Early Bird or Standard Conference pass.

Companion rate is $2,100.00

$ 3,850

Ticket price includes:
Return economy airfares up to
the value of $1,400**
Accommodation
All meals
All transfers
Activities
Conference attendance
Gala Awards night ticket
The second and subsequent attendee/s from the same firm will receive an additional 5% discount which will be applied to either Early Bird or Standard Conference pass.

Companion rate is $2,100.00

What Our Delegates Are Saying

“I’ve never experienced an event like this in financial services, the conference component of it was amazing. Being able to spend time with our team in the work environment, in their office and also socially, is irreplaceable.”

Emily Jenkins

Head of Operations, Ensombl

“This is the second VBP conference I’ve attended. We have a team of 19 people here and we have a lot of training that ultimately, we can do on Teams, but I think it’s more impactful when you do it in person. Having that time to spend training and developing and listening to their concerns and queries on things that they might not feedback necessarily over Teams is a strong point for coming here. ”

Todd Synon

Head of Operations, Partners Wealth Group

“Overall a fantastic experience. The ability to connect with our team members, as well as other business owners and VBP team members, was invaluable. The general mood was overwhelmingly positive and one of the best conference experiences I’ve been a part of.”

Nathan Torre

Director, Aspire2 Wealth Advisers

Witness Grandeur and Celebrate Success with Us!

Get ready for an unforgettable finale to your VBP conference experience at the highly anticipated VBP Talents and Awards Night!

Guided by our unwavering commitment to human-centered values, we proudly honor the milestones and contributions of our exceptional Team Members and clients through a night of recognition and camaraderie.

Don’t miss this chance to connect, celebrate, and be inspired! Join us at this finale event to witness Filipino talent, forge connections, and feel the warmth of the VBP family.