AM Institute 2012 Business Strategy Forum

Transcription

1 AM Institute 2012 Business Strategy Forum 3-4 March 2012 Executing Strategy in a Low Growth Environment Novotel Sydney Manly Pacific 55 North Steyne

2 Message from the Chairman & Chief Executive Officer Twelve months on from the release during December 2010 of the Federal Government s Competition and Sustainable Banking Reform Package the future pathway has become a little clearer with the new Financial Claims Scheme with a deposit guarantee of $250k to replace the $1m Deposit Guarantee Scheme from February We have also seen two credit unions and one mutual building society take advantage of the new opportunity to become a mutual bank with more lined up to follow in These developments have been unfolding in an environment of increasing market fragility driven primarily from sovereign risk issues in Europe and the fiscal constraints dragging upon the US economy. Talks of a post GFC recession loom loud with knock on affects throughout world markets impacting on cost and availability of wholesale funding and dramatic changes in consumer behaviour that favour saving ahead of consuming and borrowing. This market environment is heralding a new set of challenges for the mutual ADI sector firstly in contemplating how best to navigate strategic direction in an unfamiliar low growth environment whilst simultaneously continuing to invest in our people, our brand and our technological capability with a view to taking market share away from the four major banks. There is also the added challenge of meeting the ongoing wave of new regulatory requirements some of which are being driven from Australia s role within a global regulatory determination to respond to lessons learnt through the GFC. Basel III is being rolled out over the next five years with significant impacts for the Australian economy, banks and mutuals. So it is within this context that the AM Institute 2012 Business Strategy Forum has thus been fashioned to inspire the leaders of credit unions, mutual building societies and mutual banks to explore their market potential to deliver an even better banking service proposition to all Australians. The 2012 Forum will also link into the United Nations 2012 International Year of the Co-operatives by inviting members of the broader co operative movement to join with us to explore business to business opportunities. The program adopts the traditional environmental scanning format covering:- Examination of the economic, political and regulatory environment incorporating a full industry briefing from Abacus. Exploration and contemplation of strategic options for mutuals in a low growth environment inclusive of some industry case studies. Consideration of the opportunities that may arise from a closer collaboration between mutual ADIs and other forms of co-operatives and mutuals. New thinking around balance sheet management and the risk and return equation in light of the Basel III capital and liquidity implications. A review of the customer and technological landscape to ensure market relevance and productive use of resources. Whilst the program is sure to ignite lots of creative energy there will also be some important social events including the AM Institute 2012 National Golf Championship to be played on Friday 2nd March along with the Forum Dinner on the Saturday evening featuring comedian Greg Hayes along with musical entertainment from Soul Juice. On behalf of AM Institute s Board and Management we have put together a topical and contemporary program designed to support the leadership of credit unions, mutual building societies and mutual banks in their strategic thinking and planning. This year we have the opportunity to broaden our thinking even further through the infusion of the broader co-operative movement the horizon is exponential and the opportunities appear boundless. We look forward to your participation and contribution to a successful business strategy forum. Ken Campbell Chairman Graham Olrich Chief Executive Officer

3 AM Institute 2012 Business Strategy Forum Executing Strategy in a Low Growth Environment Saturday 3rd March 9.00 to 10.30am Economic & Mutual Sector Environmental Briefing Rick Simes - Director, Deloitee Access Economics Mark Degotardi - Head of Public Affairs, Abacus Australian Mutuals to 11.00am Networking & Morning Tea to 12.30pm Market Positioning - Contemplating Strategic Options in a low growth environment Gerard Hermens - Director, Strategic Learning Partnerships TBA to 1.30pm Networking Lunch 1.30 to 3.00pm Co-operative Enterprises Build a Better World - What opportunities may arise during the 2012 International Year of Co-operatives Mervyn Wilson - Principal & Chief Executive, The Co-operative College United Kingdom Rowan Dowland - General Manager Development, bankmecu 3.00 to 3.30pm Networking & Afternoon Tea 3.30 to 4.15pm TBA 4.15 to 5.00pm Positioning Mutual Asset Quality for New Business Opportunities David Chisholm - Director, Morgij Analytics 5.00pm 6.30pm Close Pre Dinner Drinks 7.00 to 11.00pm Forum Dinner Featuring comedian Greg Haynes along with musical entertainment from Soul Juice

4 AM Institute 2012 Business Strategy Forum Executing Strategy in a Low Growth Environment Sunday 4th March 9.00 to 10.30am Basell III Capital & Liquidity Implications for Mutual ADIs Cameron Rae - Director, Laminar Group Pty Ltd TBA to 11.00am Networking & Morning Tea to 12.30pm Evolution in Applied Technology - Financial Services Business Rocky Scopelliti - National General Manager Industry Development, Telstra Enterprise & Government Julian Peterson - Sales & Marketing Director, APAC, dianomi Pty Ltd AM Institute Continuing Professional Development Accreditation 9 hours. AM Institute Members who complete this two-day Forum will earn 9 CPD points Accommodation A separate accommodation form has been supplied for completion and should be returned to the hotel as soon as possible Travel Delegates are responsible for their own travel arrangements to and from the Venue. AM Institute will collate travel times and advise delegates if transport is to be arranged. Further Enquiries Sonya Maloney, info@aminstitute.org.au Ph: Cancellations and Transfers Cancellations received less than 2 weeks prior to an event will receive a 50% refund, cancellations received 7 days prior to the event will forfeit all monies, alternate persons will be accepted. Dress Dress Code throughout the event is smart casual. Delegates are advised to wear comfortable Dietary Requirements. If you have special dietary requirements please advise Sonya Maloney via info@aminstitute.org.au Timing 8.30am Registrations, Tea & Coffee, 9.00 to 5.00pm Forum sessions Morning & Afternoon Teas & Lunch provided both days and dinner on the first Evening Golf Friday 2nd March Warringah Golf Course registration and transport arrangements to be advised as soon as possible.

5 Registration Details Title: Name: Surname: Partner Title: Name: Surname: Position: Organisation: Business Address: State: Postcode: Phone: Mobile: 1. Registration Fees Tax Invoice Date: 19th December 2011 Australasian Mutuals Institute Ltd ABN: Level 2, Victoria Street, Burwood NSW 2134 (PO Box 525, Burwood NSW 1805) Non Member $1,100 Member $990 <$200m assets $935 $ Forum Registration fees cover attendance at the Forum plus lunches on Saturday and Sunday, morning and afternoon teas where served on each day. Registration Fees do not include dinner on Saturday evening. Delegates please tick here if you will be staying for lunch on Sunday 2. Forum Dinner Saturday Evening $110 per person Delegate Partner $ 3. Partner s per person per day Saturday Sunday $ Please indicate Airport Arrival and Departure Times / Dates Arrival ACCOMMODATION PLEASE COMPLETE THE SEPARATE ACCOMMODATION BOOKING FORM AND RETURN DIRECT TO NOVOTEL SYDNEY MANLY PACIFIC WITH ONE NIGHTS ACCOMMODATION DEPOSIT. PAYMENT OPTIONS Cheque enclosed in the amount of $ OR Please charge my credit card facility in the amount of $ Departure GOLF - Friday 3rd March noon tee off - Warringah Golf Course The Forum will be preceeded by the AM Institute 2012 National Golf Day. Please see separate registration form. Visa Mastercard Amex Diners (Credit Card Payments will attract a fee of 3%) Total Credit Card Number: Cardholder s Name: OR Signature: Via EFT Credit Union: Credit Union Australia Ltd Branch: Burwood BSB: Account No: Account: AM nstitute Ltd Quote Reference: BSF2012 Expiry Date: THE TOTAL PRICE INCLUDES 10% GST. THIS DOCUMENT WILL BE A TAX INVOICE FOR GST WHEN YOU MAKE PAYMENT Please Use One Registration Form Per Person, Photocopy If Additional Forms Are Needed Authorise AM Institute Ltd to debit Cuscal Ltd S1 Account No: Authorising Officer: Signature: PLEASE RETURN A COPY OF YOUR REGISTRATION WITH PAYMENT TO Kelly Kelley Australasian Mutuals Institute Ltd (AM Institute Ltd), PO Box 525 Burwood NSW 1805 Ph: Fax: info@aminstitute.org.au CANCELLATION POLICY cancellations received less than 2 weeks prior to an event will receive a 50% refund, cancellations received 7 days prior to the event will forfeit all monies, alternate persons will be accepted.

6 Accommodation Bookin ng Form Australasian Mutuals Institute Novotel Sydney Manly Pacificc is pleased to offer the following accommodation rates forr the 2 nd and 3 rd March 2012 to delegates attending the AM Institute Business Strategy Forum. These rates are also offered for the t 1 st and 4 th March 2012 for those delegates wishing to extend their stay. To make a reservation pleasee complete the t below details and return via mail, fax or . You will then be sent a confirmation letter to confirm your reservation. Standard room Featuring one queen size bed or two queen beds (Maximum of 2 Adults & up u to 2 children under 16 years) $ per night (including full buffet breakfast for one)* Ocean View room Featuring one king size bed or two queen beds (Maximum of 2 Adults & up to 2 children under 16 years) $ per night (including full buffet breakfast for one)* *If you require a twin room there is an additional charge of $20.00 for the second breakfast. Pleasee note: rooms are subject to availability. Please ensure you book well in advance to avoid disappointment. Name: Phone: Address: Room type (please specify if need 2 x beds if sharing): Check In Date: No of Adults: Check Out Date: No of Children & ages: Name of guest sharing with Credit Card Details Your Credit Card details are held as a guarantee for the booking. Any cancellations within 48 hours of arrival will incur 100% cancellation penalty Type: Number: Expiry: CCV: Hotel contact: Reservations Department For any questionss prior to booking, please contact the Reservations department on Phone: Fax: h5462@accor.com This booking form must be completed to make a reservation.