VBP Conference 2024
Forging Ahead
Leveraging Technology and Global Teams for Sustainable Growth
- August 14-17 2024
- Cebu City, Philippines
VBP Conference 2024
Forging Ahead
Leveraging Technology and Global Teams for Sustainable Growth
- August 14-17 2024
- Cebu City, Philippines
AI is transforming the Australian financial services industry, offering personalised client experiences and efficient operations.
Discover how AI can revolutionise financial planning and enhance client interactions at this year’s VBP Conference in August. Join us in exploring leading AI tools like HeyGen, empowering boosting engagement and empowering businesses through simplified video creation and more.
Learn, network, and stay ahead of the curve in finance and technology!
Elevate insights, ignite connections and transform your business
Elevate insights, ignite connections and transform your business
Join us at this year’s VBP Conference and get the chance to immerse yourself in powerful sessions tailored to propel your business forward, led by industry experts.
Engage in insightful discussions exploring innovative approaches to enhance your business processes, connect with like-minded professionals and experience the magic of VBP culture firsthand.
Whether you’re a seasoned client or a prospective member, the VBP Conference offers a gateway to new opportunities. Expect to leave empowered, armed with invaluable takeaways that will drive sustainable growth and success for your business. Don’t miss out—seize the chance to elevate your business to new heights!
During the 3-day conference, you'll gain insights
across all 6 dimensions that influence your success:
- Best Practice Insights for Managing Your Global Team Members
- Key Tips for Running a High-Performing Back Office
- Empowering Efficiency with AI and Automation
- Understanding the Latest Trends in Cybersecurity
- Driving Positive Impact Through Business Transformation
- The Secret Sauce Recipe For Sustaining >30% EBIT
During the 3-day conference, you'll gain insights across all 6 dimensions that influence your success:
- Best Practice Insights for Managing Your Global Team Members
- Key Tips for Running a High-Performing Back Office
- Empowering Efficiency with AI and Automation
- Understanding the Latest Trends in Cybersecurity
- Driving Positive Impact Through Business Transformation
- The Secret Sauce Recipe For Sustaining >30% EBIT
Agenda
WEDNESDAY
Day 1 Morning Schedule
Time | Events |
|---|---|
8:30 a.m. - 8:45 a.m. | Conference Welcome and Overview by Andrew Rocks, Head of Business Development |
8:45 a.m. - 9:30 a.m. | Our Commitment to Client Success at VBP by the VBP Team In this session, we will explore VBP's commitment to client success through innovative, comprehensive support services, including strategic consulting, practical implementation, and diverse business solutions. Discover how our tailored approach enhances operational efficiency and drives sustainable growth for financial services firms. |
9:30 a.m. - 10:15 a.m. | Scaling New Heights: Leveraging Global Outsourcing for Financial Planning Success by David Harris, Chief Executive Officer, Advice Evolution In this insightful session, David Harris, CEO of Advice Evolution, shares his extensive experience and the transformative journey of integrating outsourcing into their business model. As financial planning firms increasingly turn to global teams to enhance service delivery and operational efficiency, understanding the dynamics of managing an outsourced team becomes crucial. This presentation will explore practical strategies for managing and advancing the complexity of tasks assigned to outsourced team members, ultimately aiming to maximise productivity and business growth. |
10:30 a.m. - 11:15 a.m. | The AI Imperative: Transforming Financial Advisory Services by David Hanus, Chief Information Officer, BlueRock David Hanus, CIO of BlueRock, will present their journey of integrating artificial intelligence to revolutionise financial advisory services, turning AI from a disruptive threat into a strategic asset. This keynote will highlight practical AI applications that have improved efficiency, decision-making, and client engagement. Discover the critical roles of upskilling, maintaining data privacy, and combining AI with human expertise to deliver superior services. Learn how embracing AI can drive innovation and enhance competitiveness in the financial sector, positioning your firm for success with this transformative technology. |
11:15 a.m. - 11:45 a.m. | Change Is the New Black – How the Advice Outliers Manage Change to Extract Opportunities by Danni Visser, Chief Commercial Officer, Ensombl Today’s advice is serious professional business; the transition to a profession has brought with it a cavalcade of change. Even though the journey has been brutal, the reality is that the pace of change in an AI world will never be as slow as it is today. Danni Visser, CCO of Ensombl, will share how their organisation’s advice leaders thrive within a rapidly evolving landscape. |
11:45 a.m. - 12:00 p.m. | Table debrief |
8:30 a.m. - 8:45 a.m.
Conference Welcome and Overview
by Andrew Rocks, Head of Business Development
Conference Welcome and Overview
by Andrew Rocks, Head of Business Development
8:45 a.m. - 9:30 a.m.
Our Commitment to Client Success at VBP
by the VBP Team
Our Commitment to Client Success at VBP
by the VBP Team
In this session, we will explore VBP’s commitment to client success through innovative, comprehensive support services, including strategic consulting, practical implementation, and diverse business solutions.
Discover how our tailored approach enhances operational efficiency and drives sustainable growth for financial services firms.
9:30 a.m. - 10:15 a.m.
Scaling New Heights: Leveraging Global Outsourcing for Financial Planning Success
by David Harris, Chief Executive Officer, Advice Evolution
Scaling New Heights: Leveraging Global Outsourcing for Financial Planning Success
by David Harris, Chief Executive Officer, Advice Evolution
In this insightful session, David Harris, CEO of Advice Evolution, shares his extensive experience and the transformative journey of integrating outsourcing into their business model.
As financial planning firms increasingly turn to global teams to enhance service delivery and operational efficiency, understanding the dynamics of managing an outsourced team becomes crucial. This presentation will explore practical strategies for managing and advancing the complexity of tasks assigned to outsourced team members, ultimately aiming to maximise productivity and business growth.
10:30 a.m. - 11:15 a.m.
The AI Imperative: Transforming Financial Advisory Services
by David Hanus, Chief Information Officer, BlueRock
The AI Imperative: Transforming Financial Advisory Services
by David Hanus, Chief Information Officer, BlueRock
David Hanus, CIO of BlueRock, will present their journey of integrating artificial intelligence to revolutionise financial advisory services, turning AI from a disruptive threat into a strategic asset. This keynote will highlight practical AI applications that have improved efficiency, decision-making, and client engagement.
Discover the critical roles of upskilling, maintaining data privacy, and combining AI with human expertise to deliver superior services. Learn how embracing AI can drive innovation and enhance competitiveness in the financial sector, positioning your firm for success with this transformative technology.
11:15 a.m. - 11:45 a.m.
Change Is the New Black – How the Advice Outliers Manage Change to Extract Opportunities
by Danni Visser, Chief Commercial Officer, Ensombl
Change Is the New Black – How the Advice Outliers Manage Change to Extract Opportunities
by Danni Visser, Chief Commercial Officer, Ensombl
Today’s advice is serious professional business; the transition to a profession has brought with it a cavalcade of change. Even though the journey has been brutal, the reality is that the pace of change in an AI world will never be as slow as it is today.
Danni Visser, CCO of Ensombl, will share how their organisation’s advice leaders thrive within a rapidly evolving landscape.
11:45 a.m. - 12:00 p.m.
Table debrief
Table debrief
Day 1 Afternoon Schedule
Time | Events |
|---|---|
1:20 p.m. - 2:00 p.m. | Decoding the Top Metrics for Financial Success by Paul Barrett, Chief Executive Officer, AZ NGA, and Graham Burnard, Senior Consultant, VBP This session will delve into the critical numbers that financial planners must monitor to drive their businesses forward. Emphasising the importance of benchmarking statistics, the presentation will explore how top-performing firms consistently exceed a 30% EBITDA margin. Guest speaker Paul Barrett, CEO of AZNGA, will share his expertise and insights, complemented by facilitation from Graham Burnard, a seasoned Senior Consultant at VBP. Participants will learn not only to identify but also to apply these critical numbers effectively within their own practices. |
2:20 p.m. - 2:50 p.m. | Innovating Across the Spectrum: People, Process, and Technology by David Stephen, Managing Director, Invest Blue Join David Stephen, Managing Director of Invest Blue, as he delves into the transformative strategies propelling the company's rapid growth. This session will explore how Invest Blue is harnessing innovation in three critical areas: advice, investment, and client experience. David will provide insights into the organisation's approach to leveraging people, optimising processes, and adopting cutting-edge technologies. Attendees will gain an understanding of how these elements synergise to enhance service delivery and drive business success. Discover the practical impacts of these innovations and how they can inspire your practices. |
2:50 p.m. - 3:20 p.m. | AI-Powered People: Mastering Scalability and Optimising Operations at VBP by Eloisa Camado, Head of Commercial and Strategy, VBP, and Tessa Tundag, Senior Implementation Manager, VBP Join Eloisa Camado, Head of Commercial and Strategy, and Tessa Tundag, Senior Implementation Manager, as they unveil the transformative impact of VBP's newest initiative, the Centre of Excellence (CoE) Team. Discover how this dynamic team drives continuous improvement, streamlines processes, and fosters a culture of innovation across the organisation. Explore real-life examples of how the CoE Team collaborates with departments to identify opportunities for enhancement, amplifying VBP's scalability and ensuring ongoing relevance in today's ever-evolving business landscape. |
3:20 p.m. - 4:10 p.m. | Business as a Catalyst for Change: Embracing the B Corp Movement by David Carney, Head of Growth, VBP This interactive conference session explores the transformative power of business when aligned with societal and environmental goals, focusing on the B Corp model. Featuring case studies from two exemplary B Corps, VBP and BlueRock, participants will engage in a dynamic dialogue about the practical steps and strategies companies can utilise to not only succeed financially but also create substantial positive impact. Discover how your business can integrate B Corp principles to drive sustainable growth and societal change. |
4:10 p.m. - 4:30 p.m. | Table debrief |
1:20 p.m. - 2:00 p.m.
Decoding the Top Metrics for Financial Success
by Paul Barrett, Chief Executive Officer, AZ NGA, and Graham Burnard, Senior Consultant, VBP
Decoding the Top Metrics for Financial Success
by Paul Barrett, Chief Executive Officer, AZ NGA, and Graham Burnard, Senior Consultant, VBP
This session will delve into the critical numbers that financial planners must monitor to drive their businesses forward. Emphasising the importance of benchmarking statistics, the presentation will explore how top-performing firms consistently exceed a 30% EBITDA margin.
Guest speaker Paul Barrett, CEO of AZNGA, will share his expertise and insights, complemented by facilitation from Graham Burnard, a seasoned Senior Consultant at VBP. Participants will learn not only to identify but also to apply these critical numbers effectively within their own practices.
2:20 p.m. - 2:50 p.m.
Innovating Across the Spectrum: People, Process, and Technology
by David Stephen, Managing Director, Invest Blue
Innovating Across the Spectrum: People, Process, and Technology
by David Stephen, Managing Director, Invest Blue
Join David Stephen, Managing Director of Invest Blue, as he delves into the transformative strategies propelling the company’s rapid growth. This session will explore how Invest Blue is harnessing innovation in three critical areas: advice, investment, and client experience.
David will provide insights into the organisation’s approach to leveraging people, optimising processes, and adopting cutting-edge technologies. Attendees will gain an understanding of how these elements synergise to enhance service delivery and drive business success. Discover the practical impacts of these innovations and how they can inspire your practices.
2:50 p.m. - 3:20 p.m.
AI-Powered People: Mastering Scalability and Optimising Operations at VBP
by Eloisa Camado, Head of Commercial and Strategy, VBP, and
Tessa Tundag, Senior Implementation Manager, VBP
AI-Powered People: Mastering Scalability and Optimising Operations at VBP
by Eloisa Camado, Head of Commercial and Strategy, VBP, and
Tessa Tundag, Senior Implementation Manager, VBP
Join Eloisa Camado, Head of Commercial and Strategy, and Tessa Tundag, Senior Implementation Manager, as they unveil the transformative impact of VBP’s newest initiative, the Centre of Excellence (CoE) Team.
Discover how this dynamic team drives continuous improvement, streamlines processes, and fosters a culture of innovation across the organisation. Explore real-life examples of how the CoE Team collaborates with departments to identify opportunities for enhancement, amplifying VBP’s scalability and ensuring ongoing relevance in today’s ever-evolving business landscape.
3:20 p.m. - 4:10 p.m.
Business as a Catalyst for Change: Embracing the B Corp Movement
by David Carney, Head of Growth, VBP
Business as a Catalyst for Change: Embracing the B Corp Movement
by David Carney, Head of Growth, VBP
This interactive conference session explores the transformative power of business when aligned with societal and environmental goals, focusing on the B Corp model.
Featuring case studies from two exemplary B Corps, VBP and BlueRock, participants will engage in a dynamic dialogue about the practical steps and strategies companies can utilise to not only succeed financially but also create substantial positive impact.
Discover how your business can integrate B Corp principles to drive sustainable growth and societal change.
4:10 p.m. - 4:30 p.m.
Table debrief
Table debrief
THURSDAY
Day 2 Morning Schedule
Time | Events |
|---|---|
8:30 a.m. - 9:30 a.m. | Looking Ahead: The Future of IT Security for Financial Service Firms by Shaun Nesbitt, Chief Information and Digital Officer, VBP, and Robyn Mohr, General Manager, Wealthwise Financial Planning Financial planning firms often lack the resources to maintain a robust, in-house IT security team. They face challenges such as outdated security systems, a lack of cybersecurity training among team members, and inadequate incident response strategies. Robyn from Wealthwise will share their cautionary tale, while Hub24 will provide insights into some of the common fraud and cyber breaches they encounter. Following this, Shaun, Chief Information and Digital Officer at VBP, will discuss how we are partnering with firms to reduce operational risks, enhance compliance, and safeguard client data through a 24/7 Proactive Monitoring and Management framework. |
9:30 a.m. - 10:00 a.m. | Table Debrief |
10:30 a.m. - 11:30 a.m. | Turbo Charging your Engine Room by Lana Clark, Senior Consultant, VBP Lana Clark, Senior Consultant at VBP, reveals the secret sauce for supercharging back office performance. Explore top tips from Advice Operations Research in this session sponsored by CFS, empowering your engine room for peak efficiency. |
11:30 a.m.- 12:00 p.m. | Revolutionising Business: Design, Grow, Deliver by Sue Viskovic, General Manager- Consulting, VBP Lana Clark, and Graham Burnard, Senior Consultants, VBP Each 8-minute teaser session is designed to introduce transformative business strategies. Each talk will preview more in-depth breakout sessions being held later in the conference. Design: Discover how strategic redesigns can optimize your operations, setting the stage for a deeper dive into performance-enhancing models. Grow: Explore quick tactics for organic growth to prime you for a later session focused on expanding your market effectively. Deliver: Get a glimpse of techniques to enhance client experiences, leading into a detailed discussion on elevating customer service. |
8:30 a.m. - 9:30 a.m.
Looking Ahead: The Future of IT Security for Financial Service Firms
by Shaun Nesbitt, Chief Information and Digital Officer, VBP, and
Robyn Mohr, General Manager, Wealthwise Financial Planning
Looking Ahead: The Future of IT Security for Financial Service Firms
by Shaun Nesbitt, Chief Information and Digital Officer, VBP, and
Robyn Mohr, General Manager, Wealthwise Financial Planning
Financial planning firms often lack the resources to maintain a robust, in-house IT security team.
They face challenges such as outdated security systems, a lack of cybersecurity training among team members, and inadequate incident response strategies.
Robyn from Wealthwise will share their cautionary tale, while Hub24 will provide insights into some of the common fraud and cyber breaches they encounter. Following this, Shaun, Chief Information and Digital Officer at VBP, will discuss how we are partnering with firms to reduce operational risks, enhance compliance, and safeguard client data through a 24/7 Proactive Monitoring and Management framework.
9:30 a.m. - 10:00 a.m.
Table Debrief
Table Debrief
10:30 a.m. - 11:30 a.m.
Turbo Charging your Engine Room
by Lana Clark, Senior Consultant, VBP
Turbo Charging your Engine Room
by Lana Clark, Senior Consultant, VBP
Lana Clark, Senior Consultant at VBP, reveals the secret sauce for supercharging back office performance. Explore top tips from Advice Operations Research in this session sponsored by CFS, empowering your engine room for peak efficiency.
11:30 a.m.- 12:00 p.m.
Revolutionising Business: Design, Grow, Deliver
by Sue Viskovic, General Manager- Consulting, VBP Lana Clark, and
Graham Burnard, Senior Consultants, VBP
Revolutionising Business: Design, Grow, Deliver
by Sue Viskovic, General Manager- Consulting, VBP Lana Clark, and
Graham Burnard, Senior Consultants, VBP
Each 8-minute teaser session is designed to introduce transformative business strategies. Each talk will preview more in-depth breakout sessions being held later in the conference.
Design: Discover how strategic redesigns can optimize your operations, setting the stage for a deeper dive into performance-enhancing models.
Grow: Explore quick tactics for organic growth to prime you for a later session focused on expanding your market effectively.
Deliver: Get a glimpse of techniques to enhance client experiences, leading into a detailed discussion on elevating customer service.
Day 2 Afternoon Schedule
Time | Events |
|---|---|
12:20 p.m. - 1:00 p.m. | Transfer to JEG Tower or Mango Square office for breakout session |
1:00 p.m. - 1:20 p.m. | Office Tour/Welcome (JEG/Mango Office) Join us for an exclusive tour of our vibrant office space at JEG Tower or Mango Mall during the VBP Conference. Experience our dynamic work environment firsthand as we showcase our state-of-the-art facilities and discuss our robust security protocols. Get insights into our team's daily operations and witness our collaborative approach in action, both internally and with our clients. |
1:20 p.m. - 2:00 p.m. | Breakout Sessions Choose your preferred track and and join one of the three insightful breakout sessions:
|
2:10 p.m. - 5:00 p.m. | Time with your team or 1-on-1 with VBP |
12:20 p.m. - 1:00 p.m.
Transfer to JEG Tower or Mango Square office for breakout session
Transfer to JEG Tower or Mango Square office for breakout session
1:00 p.m. - 1:20 p.m.
Office Tour/Welcome (JEG/Mango Office)
Office Tour/Welcome (JEG/Mango Office)
Join us for an exclusive tour of our vibrant office space at JEG Tower or Mango Mall during the VBP Conference.
Experience our dynamic work environment firsthand as we showcase our state-of-the-art facilities and discuss our robust security protocols. Get insights into our team’s daily operations and witness our collaborative approach in action, both internally and with our clients.
1:20 p.m. - 2:00 p.m.
Breakout Sessions
Breakout Sessions
Choose your preferred track and and join one of the three insightful breakout sessions:
- Session A (Design): Discover how strategic redesigns can optimize your operations, setting the stage for a deeper dive into performance-enhancing models.
- Session B (Grow): Explore quick tactics for organic growth to prime you for a later session focused on expanding your market effectively.
- Session C (Deliver): Get a glimpse of techniques to enhance client experiences, leading into a detailed discussion on elevating customer service.
2:10 p.m. - 5:00 p.m.
Time with your team or 1-on-1 with VBP
Time with your team or 1-on-1 with VBP
FRIDAY
Day 3 Morning Schedule
Time | Events |
|---|---|
9:00 a.m. - 9:45 a.m. | Breakout Sessions Venues: JEG Tower or Mango Square Office Choose your preferred track and and join one of the three insightful breakout sessions:
|
9:45 a.m. - 2:00 p.m. | Time with your team, 1-on-1 sessions |
9:00 a.m. - 9:45 a.m.
Breakout Sessions
Venues: JEG Tower or Mango Square Office
Breakout Sessions
Venues: JEG Tower or Mango Square Office
Choose your preferred track and and join one of the three insightful breakout sessions:
- Session A (Design): Discover how strategic redesigns can optimize your operations, setting the stage for a deeper dive into performance-enhancing models.
- Session B (Grow): Explore quick tactics for organic growth to prime you for a later session focused on expanding your market effectively.
- Session C (Deliver): Get a glimpse of techniques to enhance client experiences, leading into a detailed discussion on elevating customer service.
9:45 a.m. - 2:00 p.m.
Time with your team, 1-on-1 sessions
Time with your team, 1-on-1 sessions
Day 3 Afternoon Schedule
Time | Events |
|---|---|
3:00 p.m. - 4:15 p.m. | Session by Nathan Jacobsen More details to come |
4:15 p.m. - 5:30 p.m. | Friday Freaks and Dinner |
3:00 p.m. - 4:15 p.m.
Session by Nathan Jacobsen
More details to come
Session by Nathan Jacobsen
More details to come
4:15 p.m. - 5:30 p.m.
Friday Freaks and Dinner
Friday Freaks and Dinner
SATURDAY
Day 4 Schedule
Time | Events |
|---|---|
Morning | Optional activities:
|
Evening | VBP Talents and Awards Night Venue: Waterfront Cebu City Hotel & Casino |
Morning
Optional activities:
- Beachside activities
- Guided Cebu Tour
- Outreach Activity
Evening
VBP Talents and Awards Night
Venue: Waterfront Cebu City Hotel & Casino
Early Bird Pass
(Expires on 15 May 2024)-
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
-
....
-
Additional price of $2,000 for each spouse/family member/companion you bring. Inclusive of accommodation, all dinners and activities, airfares and transfers and Gala Awards Night ticket.
Standard Pass
(Expires on 15 May 2024)-
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
-
....
-
Additional price of $2,000 for each spouse/family member/companion you bring. Inclusive of accommodation, all dinners and activities, airfares and transfers and Gala Awards Night ticket.
Passes Now
Early Bird Pass
(Expires on 15 May 2024)-
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
-
Enjoy 25% OFF second and
subsequent delegates of the
same firm
Additional price of $2,000 for each spouse/family member/companion you bring. Inclusive of accommodation, all dinners and activities, airfares and transfers and Gala Awards Night ticket.
Standard Pass
(Expires on 15 May 2024)-
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
-
Enjoy 25% OFF second and
subsequent delegates of the
same firm
Additional price of $2,000 for each spouse/family member/companion you bring. Inclusive of accommodation, all dinners and activities, airfares and transfers and Gala Awards Night ticket.
After your registration and once all details have been finalised, you will receive an invoice from our Finance team.
Preferred mode of payment can be arranged for both clients and non-clients.
For delegates who will be bringing their business partners or firms with multiple attendees, kindly register each person separately.
The 25% discount applies to the Early Bird or Regular conference pass for the second and subsequent attendee/s of the same firm.
**Flights are arranged based on place of departure and available airline/routes. Your registration fee covers up to $1,400 ticket costs.
The fare difference incurred over this limit will be shouldered by the delegate. Secure your flights as early as possible to avoid additional costs.
For delegates interested in arriving early or extending their stay after the conference, please contact vbpclientcon@vbp.au so that we may assist you with your accommodations and bookings with our partner hotels.
Senior Paraplanner, Adviser fp
