FSC Future Ready Advice Summit

A non-profit member organisation with a vision to grow the financial confidence and wellbeing of New Zealanders.

Financial Services Council New Zealand

You are invited to join us on Thursday 17 February 2022 for our virtual  Future Ready Advice Summit; the in-person event is now postponed.

Virtual event

Ticket sales are now closed. Please contact us if you have any queries at fsc@fsc.org.nz or 09 985 5762.

Kia ora,You will be unsurprised to hear that the in-person event we had planned for Thursday 17 February at the Heritage Hotel Queenstown is now postponed until we&#x27;re back in alert level Orange. The good news is that we will hold an, online session on 17 February 8.30am to 10.45am. This new webinar will include:<ul><li>Politicians Outlook for 2022 - with Hon Dr. David Clark, Minister of Commerce and Consumer Affairs and Andrew Bayly, Opposition Spokesperson for Commerce and Consumer Affairs.</li><li>FMA – Embedding the Changes in the New Zealand Advice Sector with John Botica and Derek Grantham</li><li>New Zealand in Focus session 1 - Matt Wong with the iFly Queenstown story</li><li>New Zealand in Focus session 2 - AIA Adviser Wellbeing Research – presented by Sam Tremethick of AIA</li></ul>We will also run an in-person event at the Heritage Hotel Queenstown when we are safely back on Orange Covid levels, date TBA. Two events!We invite you to join us for both days of the Future Ready Advice Summit 2022. This event follows on from the hugely successful <a href="https://www.fsc.org.nz/Events/Get+In+Shape+2021+Wrap.html" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">2021 Get In Shape Advice Summits </a>which ran over February and April last year.Tickets:<ul><li>$150* for the in-person Future Ready Advice Summit in Queenstown, (date TBA), and 17 February digital event pass</li><li>$50* Digital Pass for 17 February virtual event and streamed online Future Ready Advice Summit, (date TBA)</li><li>$30* Digital Pass for 17 February only</li><li>* These prices exclude GST and Eventbrite fees. Group discounts and further pricing information are below. </li></ul>This year we have changed the format, acknowledging our collective need to reconnect together, whilst supporting our struggling tourism sector. The Future Ready Advice Summit is an opportunity for us all to connect, learn &amp; share whilst getting ready for what&#x27;s to come in 2022 and beyond. Ngā mihi from the FSC Team _________________________________________________________________________________________WHAT&#x27;S ON?The Summit Programme The FSC are working with key players behind the regulatory change and peers within the advice community to deliver the programme. The content will be future focused, relevant, reliable and will best prepare you for the financial services landscape in 2022 and beyond.You are invited to learn, share and network with your peers at this summit, built specifically for the professional advice community. By attending you will: <ul><li>Hear directly from our regulatory partners and key decision makers including the FMA and others</li><li>Get the latest advice on thriving under a financial advice provider licence</li><li>Engage &amp; hear from some of our political leaders</li><li>Hear from experts and focus on the future and developing professional advice practices</li><li>Join our Advice Masterclass focused on future proofing the business model of the future</li><li>Network with peers and hear from industry leaders</li><li>Speak to suppliers for practical help and support through the changes</li><li>Contribute towards your Code Standard 9 competence requirements</li></ul>Following on from the popular <a href="https://www.fsc.org.nz/Events/Get+In+Shape+2021+Wrap.html" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">2021 event</a> which attracted over 950 attendees, scored an average speaker rating of 84% and delivered insights from leaders including Minister Clark, our 2022 edition has a stellar programme line-up not to be missed. An Unmissable In-Person Event Programme Great content drives great events and across our 2022 event series we will again showcase New Zealand’s political and regulatory leaders and explore the big issues of the day across topics of interest for our members and New Zealanders.The in-person event in Queenstown will feature sessions including:SESSION 1: Embedding the changes in the New Zealand Advice Sector. Our update session on the Financial Markets Conduct Act (FMCA), Conduct of Financial Institutions Review (CoFi) and consumers. SESSION 2: In conversation with our political leaders Find out more about the key political issues facing our sector.SESSION 3: New for 2022 - Meet the Professionals Your choice of two sessions to get up close with some of the leading lights of the NZ financial services sector (like speed dating on a topic of your choice), including experts from business fields to help develop your financial advice practice.SESSION 4: Financial Advice in 2025 How to best engage New Zealanders in their financial futures - insights &amp; opportunities. These fast-paced TED-style talks from our experts will provide insights to help you grow your advice business.SESSION 5: Insights from the Queenstown Tourism sector. What can we learn &amp; apply in our business.Stay tuned as we reveal our outstanding line-up of speakers over the coming weeks.* Topics, speakers and timing may change._________________________________________________________________________________________MASTERCLASSMasterclass 2022 – Future Proofing your Business - Business Strategy, Governance, Pricing and CVPs (Client Value propositions).Back by popular demand is the valuable Masterclass session, an essential workshop for advisers to learn alongside peers and hear from leading lights in the advice community. This practical workshop-style masterclass will help you to improve your business in governance, strategy and CVPs. The session will provide practical examples, tips, process templates and will reiterate what it really means to run an adviser business.To conclude the summit we will host the Advice Summit Networking Function. A chance to have a chat, reconnect &amp; close out the day. Join us for drinks and nibbles, meet with your peers, network and enjoy the gorgeous views of Lake Wakatipu._________________________________________________________________________________________TICKETSTickets $30 + GST + Eventbrite booking fees - for the Future Ready Advice Summit virtual event on Thursday 17 February 2022 8.30am to 10.45amTickets $150 + GST + Eventbrite booking fees - for the in-person event in Queenstown at a date to be advised once we&#x27;re back in alert level Orange. This also gives you access to the 17 February virtual summit.Groups of 5 receive a discount of 10% by entering promo code SAVE10.Tickets $50 + GST + Eventbrite booking fees for the live streamed version of the in-person Queenstown event. Tickets are non-refundable but transferable to another person by updating the ticket details in your Eventbrite account._________________________________________________________________________________________SPONSORSHIPWe have a range of sponsorship opportunities available for Future Ready Advice Summit Queenstown. We have had fantastic support over the past years, thanks to our amazing network. We welcome back our valued sponsors and invite you to join us again in 2022. Thank you to sponsors who have already taken up this opportunity. If you have any queries, or would be interested in sponsorship opportunities please contact us events@fsc.org.nz._________________________________________________________________________________________COVID19Covid19 has made event planning especially difficult, as you&#x27;ll already be aware, with the disruption to 2020 and 2021 events nationwide. Naturally your safety is our primary concern and we follow:<ul><li>All government advice</li><li>Ministry of Health guidelines</li><li>All venue rules and </li><li>All traffic light system advice </li><li>We are also aware companies have rules on their staff&#x27;s travel, meetings and events and we respect those too. </li></ul>The FSC team will stay close to the Covid19 guidelines as they evolve and keep in touch with any changes that may affect our events and participation. At this point we are unable to hold the in-person event in alert level Red, and will reschedule as soon as we are safely able to do so at alert level Orange.Queenstown Heritage Hotel Covid19 policy for the in-person event: Please note the Heritage Hotel has clear Covid19 policies in place. &#x27;Health and safety is paramount for us, therefore every person wishing to enter our properties must be fully vaccinated. Proof required for entry is with a valid My Vaccine Pass (or similar approved vaccination certificate). Visit www.health.govt.nz for information on the passes. This includes guests, hotel restaurant diners, conference/event attendees, and contractors. This applies to anyone 12 years and older. Those with a Ministry of Health exemption will need to provide proof documentation upon arrival.&#x27;_________________________________________________________________________________________FSC EVENT T&amp;CsPlease read the <a href="https://f.hubspotusercontent10.net/hubfs/7422267/FSC%20Corporate/Documents/Future%20Ready%202022/FSC%20Future%20Ready%20Advice%20Summit%20Terms%20and%20Conditions%202022%2017%20Dec%202022_v4.pdf" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">FSC event Terms and Conditions here. </a>_________________________________________________________________________________________ACTIVITIESOptional Tours were planned for Friday 18 February, the day after the summit, and we&#x27;ll still aim for activities we can enjoy together when we have rescheduled the in-person event. For those who are looking forward to an escape to Queenstown, you might like to make a weekend of it. In running the Future Ready Advice Summit in Queenstown we wanted to give travelling delegates the chance to enjoy and explore the variety of experiences available in Queenstown &amp; surrounds. On Eventbrite when you book your ticket we ask if you are interested in staying and playing on the day after the summit (which was Friday 18 February) - and if yes what would entice you to stay? Please advise your interest in:<ol><li>Golf</li><li>Wine Tour</li><li>Arrowtown visit</li><li>Skyline </li><li>Other suggestions?</li></ol>Or you could email us on: events@fsc.org.nzBased on demand and numbers we will put a programme together.Times, topics and content subject to change._________________________________________________________________________________________ACCOMMODATIONWe have negotiated and block booked rooms at the lovely Heritage Hotel Queenstown, 91 Fernhill avenue. We know there is a wide range of accommodation available in Queenstown, and we would like to encourage FSC members to stay at the Heritage Hotel as it&#x27;s a better experience for all when we&#x27;re all together. Rooms start at only $215. Please don&#x27;t delay in booking your spot and accommodation with promo code FSC22. <a href="https://tinyurl.com/5szpfaj7" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Click here to book</a>.

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