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. - 9:15 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.
9:15 a.m. - 10:00 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.
10:00 a.m. - 10:15 a.m.
Table Debrief
Table Debrief
10:15 a.m. - 10:30 a.m.
Morning Tea
Morning Tea
10:30 a.m. - 11:15 a.m.
Looking Ahead: The Future of IT Security for Financial Service Firms
by Nathan Jacobsen, Chief Executive Officer, VBP
VBP, Robyn Mohr, General Manager, Wealthwise Financial Planning,
and HUB24
Looking Ahead: The Future of IT Security for Financial Service Firms
by Nathan Jacobsen, Chief Executive Officer, VBP
VBP, Robyn Mohr, General Manager, Wealthwise Financial Planning,
and HUB24
Financial planning firms often lack the resources to maintain a robust in-house IT security team.
They face challenges such as outdated security systems, lack of employee cybersecurity training, and Inadequate incident response strategies. Robyn from Wealthwise will share their cautionary tale. Hub24 will provide insights to some of the common fraud and cyber breaches they encounter and provide ideas for advisers to reduce their risks.
This will be followed by VBP CEO, Nathan Jacobsen who will share how we are partnering with firms to reduce operational risks, enhance compliance, and safeguard client data with a 24/7 Proactive Monitoring and Management framework.
11:30 a.m. - 12:00 nn
Product Spotlights
Product Spotlights
- RP Financial Private
- The Growth Alliance
- HUB24
12:00 nn. - 1:00 p.m.
Lunch
Lunch
Day 1 Afternoon Schedule
Time | Events |
|---|---|
1:20 p.m. - 2:00 p.m. | Decoding the Top Metrics for Financial Success by Paul Barrett, Group 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, Group 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 |
1:00 p.m. - 1:30 p.m.
Office Tour/Welcome
Office Tour/Welcome
1:30 p.m. - 4:00 p.m.
Time with your team, 1-on-1 sesions
Time with your team, 1-on-1 sesions
4:00pm
Transfer to Hotel
Transfer to Hotel
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.
6:00pm - 9:00pm
Welcome Dinner
Venue: Marco Polo Plaza Hotel Cebu
Welcome Dinner
Venue: Marco Polo Plaza Hotel Cebu
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.
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. |
8:45 a.m. - 9:30 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.
9:30 a.m. - 9:50 a.m.
Table Debrief
Table Debrief
9:50 a.m. - 10:15 a.m.
Morning Tea(Facilitated)
Morning Tea(Facilitated)
10:15 a.m. - 11:10 a.m.
Turbo Charging your Engine Room
by Sue Viskovic, General Manager of Consulting, VBP
Brought to you by CFS
Turbo Charging your Engine Room
by Sue Viskovic, General Manager of Consulting, VBP
Brought to you by CFS
Sue Viskovic, General Manager of Consulting 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.
11:10 a.m. - 11:30 a.m.
Table Debrief
Table Debrief
11:30 a.m. - 12:10p.m.
Filipino-Australian Culture
by Israel Ballena, Client Services Manager, VBP
Filipino-Australian Culture
by Israel Ballena, Client Services Manager, VBP
12:10pm - 1:00 p.m.
Lunch
Lunch
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 |
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
- • Session A: Winning Together: Crafting a Performance-Enhancing Remuneration Model for Your Team (by Sue Viskovic)
- Venue: JEG Plaza
Learn how to build a performance-enhancing remuneration model, where your team is rewarded for the right behaviours and everybody wins. Hear first-hand experiences from an advisory firm that has implemented a successful model.
- • Session B: Cultivating Growth: Strategies for Organic Client Acquisition (by David Carney)
- Venue: VBP Mango Office
Explore some key strategies to achieve organic growth in new clients, lifting client referrals and leveraging Centres of Influence. Includes first-hand stories from an advisory firm that consistently receives 80-100 new clients per year.
2:00 p.m. - 2:30 p.m.
Product Demo: CFS, RP Financial Private, HUB24, AMP North
Product Demo: CFS, RP Financial Private, HUB24, AMP North
2:30 p.m. - 4:00 p.m.
Time with your team or 1-on-1 with VBP
Time with your team or 1-on-1 with VBP
4:00 p.m.
Transfer to Hotel
Transfer to Hotel
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. - 9:40 a.m.
Outlier Theory - From Renovation to Transformation
by Danni Visser, Chief Commercial Officer, Ensombl
Outlier Theory - From Renovation to Transformation
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
9:40 a.m. - 10:20 a.m.
Decoding the Top Metrics for Financial Success
by Paul Barrett, Chief Executive Officer, AZ NGA, and
David Carney, Head of Growth, VBP
Decoding the Top Metrics for Financial Success
by Paul Barrett, Chief Executive Officer, AZ NGA, and
David Carney, Head of Growth, VBP
This session will delve into the critical numbers that financial planners should monitor to drive their businesses forward. Emphasising the importance of visibility over key metrics and benchmarking, the presentation will explore how top-performing firms consistently exceed a 30% EBITDA margin.
Presented by David Carney, Founder VBP. David will be joined by guest speaker Paul Barrett, Group CEO of AZ NGA, who will also share his expertise and insights, through the lens of a private equity investor in advisory firms. Participants will learn not only to identify but also to apply these critical numbers effectively within their own practices.
10:20 a.m. - 10:35 a.m.
Table Debrief
Table Debrief
10:35 a.m. - 10:55 a.m.
Morning Tea
Morning Tea
10:55 a.m. - 11:35 a.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 organization’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.
11:35 a.m. - 11:50 a.m.
Table Debrief
Table Debrief
12:00 p.m. - 1:30 p.m.
Lunch, time with teams, 1-on-1 sessions, and free time
Lunch, time with teams, 1-on-1 sessions, and free time
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 |
1:00 p.m. - 1:30 p.m.
Transfer to JEG Tower
Transfer to JEG Tower
1:30 p.m. - 2:00 p.m.
Breakout session: CFS
Breakout session: CFS
2:00 p.m. - 2:30 p.m.
Breakout session: HUB24
Breakout session: HUB24
2:30 p.m. - 3:00 p.m.
Transfer from Mango to JEG
Break Time
Transfer from Mango to JEG
Break Time
3:00 p.m. - 3:20 p.m.
AI-Powered People
by Eloisa Camado, Head of Commercial and Strategy, VBP, and
Tessa Tundag, Senior Implementation Manager, VBP
AI-Powered People
by Eloisa Camado, Head of Commercial and Strategy, VBP, and
Tessa Tundag, Senior Implementation Manager, VBP
3:20 p.m. - 3:40 p.m.
Leverage your Insights!
by Sue Viskovic, General Manager- Consulting, VBP
Leverage your Insights!
by Sue Viskovic, General Manager- Consulting, VBP
3:40 p.m. - 4:00 p.m.
VBP Updates and Announcements for the Year Ahead
By Nathan Jacobsen, Chief Executive Officer, VBP
VBP Updates and Announcements for the Year Ahead
By Nathan Jacobsen, Chief Executive Officer, VBP
4:00 p.m. - 7:00 p.m.
Friday Freaks and Dinner
Venue: JEG Tower Roof deck
Friday Freaks and Dinner
Venue: JEG Tower Roof deck
7:00 p.m. - 7:30 p.m.
Transfer to Hotel
Transfer to Hotel
SATURDAY
Day 4 Schedule
Time | Events |
|---|---|
Morning | Optional activities:
|
Evening | VBP Talents and Awards Night Venue: Waterfront Cebu City Hotel & Casino |
Morning
- Outreach Activity
- Island Hopping
- Free Day
Afternoon
Evening
6:30 p.m.- 10:00 p.m.
6:30 p.m.- 10:00 p.m.
VBP Talents and Awards Night
Venue: Waterfront Cebu City Hotel & Casino
Pick-up time: 5:45 p.m.