FOR FURTHER DETAILS ON WHAT'S COMING UP IN THE YEAR FOR EVENTS AND EDUCATION, PLEASE CLICK ON THE LINKS BELOW FOR OUR SCHEDULE
Here is a note from our CEO, Amanda Dobbie
An exciting new education program is now available to WiBF members and will be launched in Sydney in May and July in Melbourne.
"Leading in an Age of Diversity” facilitated by Dr Jennifer Whelan is designed to assist organisations in translating the case for greater gender diversity into tangible and sustainable results. Please keep an eye on our website for details and enrolment information.
The second part of the Wealth Management Series featuring Marianne Perkovic, Executive General Manager Commonwealth Bank of Australia, was held on the 20th March 2014. Marianne was interviewed by Sally Patten who discussed how she successfully transformed, rebuilt and restructured the CBA advice businesses in response to changing legislation, reform and environmental shifts.
Her advice to the audience was inspirational and genuine. Key pieces were of driving a Value Driven Business, where advice is assessable and affordable. Great advice will make a difference to the clients’ financial well being and give them choices. Focusing her diverse teams attention on this and their technical skills assisted in navigating challenging and difficult circumstances. Also a leaders’ ability to prioritise effectively ensures quality work is produced.
She spoke of the need to have support of a manager and team in order to achieve the business goals. Within a large corporate like CBA, without their engagement and buy in then it would be extremely difficult to have delivered what she has today. She also covered the importance of having a clear and transparent vision which needs to be consistently communicated and reiterated.
The objective of the Wealth events for Women in Banking and Finance is to provide a forum to share ideas and learn from and meet our peers. Our next event in this series follows on the 23rd July, the topic of Financial Wellness, presented by Alisdair Barr.
We have 3 Business series lunches coming up through May to June.
On 9th May, in partnership with Citi we have Johann Chua, Guy Debelle and Paul Brennan discussing China’s economic outlook and the implications for Australia.
On 24th June, in partnership with ANZ we have David Gonski as a keynote speaker
On July 28th Kelly Bayer Rosmarin will be speaking on a panel-Competing in the digital world
Regards Amanda Dobbie