Tuesday 22 September

8.00am – 5.00pm
Registration desk open

8.30am – 9.00am
Light Breakfast in the NIBA Exhibition
Ground Floor Bayside Grand Hall

9.00am – 10.00am
Big City Roundup: Australia’s Insurance Industry – the State of Play

Chair: Steve Lardner, Director Broking Operations Aon Risk Services
Panelists: Terry Ibbotson CEO QBE Australia, Deborah Koromilas Senior Executive Leader Financial Advisors ASIC, Terry Towell MD Allianz Australia, John Trowbridge Executive Member APRA

Level 1 Bayside Auditorium

CPD: 1 Point

When the going gets tough, the people who know what’s really going on are the people at the very top of the industry. This panel is made up of the movers and shakers of insurance, who are well qualified to comment – and confi dent enough not to mind ruffling a few feathers when they make their points. Led by Steve Lardner, the panelists will discuss the economic environment, issues of the day and the risks and opportunities they see emerging as the industry moves forward.

10.00am – 10.45am
The Global Insurance Industry in Uncertain Times Clem Booth, Member of the Board of Management, Allianz SE
Level 1 Bayside Auditorium

CPD: .75 Point

From earnings to balance sheets, get a thorough run-down on how the global fi nancial downturn is affecting the local insurance sector. This session will examine the likely impact on the structure of global insurance markets, where we sit in the global insurance and reinsurance cycles, and what effect climate change and the spiralling number of natural disasters will have on the industry. This is a session that promises to fi ll quickly.

10.45am – 11.15am
Networking and coffee in the NIBA Exhibition

11.15am – 2.45pm
Concurrent Sessions

CPD: .75 per session

Presenting day two of our stream sessions and continuing on from yesterday’s program, a Technology stream is added to the streams presented on day 1. Brokerage Management, Young Professionals, Technical & Industry, Business Skills and Technology.

Session E: Young Professionals

Session F: Brokerage Management

Session G: Technical & Industry

Session H: Business Skills

Session I: Innovation

STREAM SESSION 1: 11.15am - 12.00pm

E1: Business Interruption – Ensuring your Client’s Survival

F1: Alternative Distribution Models for Brokerages

G1: Catch Up Quick – on Legal Matters

H1: Powerful Presentation Skills

I1: The Vision of Electronic Commerce with a Foundation of Standards

Tony Morgan

There are many ways in which your client’s business can face disaster. Will your client be able to recover lost revenue under their business interruption insurance policy? This session explores how you can ensure that you get the policy extensions right and the advice you can give your client what to do to mitigate a loss.

Koert Slik, Adrian Kitchin

Using authorised representatives is an alternative distribution system to the traditional broker employment model. If you are considering new ways to manage distribution arrangement in your business you need details. From technology to training, audits and marketing, these two experienced presenters will give you the run down on what is required to get a workable AR model operating effectively in a broking business.

Mark Radford

This session will focus on providing members with a practical and simple update on the key legal issues for brokers that have arisen in the last 12 months and will arise in the near future.


Nikki Heald

Have you ever been required to deliver a presentation or ‘pitch’ to a client? If so, chances are the possibility of doing so has fi lled you with fear. Presentations can be daunting; however, the ability to deliver an effective pitch is a valuable management skill. This session will give you tips on how to structure and deliver an engaging presentation and infl uence the listener to ensure you are perceived as articulate, competent and credible.

John Kellington

The future with ACORD standards. Many countries around the world are enhancing their vision of insurance processing based on standardisation. This presentation is designed to share with you what the future could hold for the Australian market.

Session room change 12.00pm - 12.15pm

STREAM SESSION 2: 12.15am - 1.00pm

E2: Improving Your Client’s Claims Experience

F2: Building a Landmark Broking Practice by Managing your Professional Risk

G2: Lessons in Disaster Recovery

H2: Leadership Issues for Brokers

I2:  The Vital Link: The future for electronic exchanges

Philip Maguire, Ian McWalter, Mark Ronan

Do your clients’ experiences of the claims process meet their expectations – in a positive or negative sense? How do you as the broker work effectively with the insurers, adjusters and claims personnel to deliver a professional result to your client? Our expert panel gives you an insight into the technical, people and process management issues involved in providing a professional claims experience for your client.

Andrew Sharpe

Take a guided tour of the liability pitfalls of broking practice! This session will raise your awareness of the issues that commonly give rise to PI claims against brokers and provide practical guidance on how to manage operational risks.The session will also look at the links between aneffective risk management program and best practice client management in your brokerage.

Karl Sullivan

The 2009 Victorian bushfires were an especially tragic example of the type of incident which can prevent business, organisations and sometimes whole communities from continuing normal operations. This session looks at the lessons for all those involved in the process of disaster recovery, including insurance brokers helping clients get back on their feet.

Brent Duffy
Sponsored by QBE

This session will cover mastering work relationship behaviours, working effectively with different work preferences, increasing performance through effective coaching, strategies for managing poor performance, and working with multi-generational teams.

Leon d’Apice

Technology is always advancing, and with change comes opportunity. Ebix Australia Managing Director Leon d’Apice, whose Sunrise Exchange platform recently notched up its 5 millionth electronic transaction between insurer and broker, looks forward into a future bright with simpler systems and even more effective applications.

Networking Lunch in the NIBA Exhibiton 1.00pm - 2.00pm

STREAM SESSION 3: 2.00pm - 2.45pm

E3: Using your Client Risk Profiling to Design Effective Insurance Programs

 F3: Buying, Selling and Financial Management for SME Brokerages

G3: Arranging an International Insurance Program

H3: Getting the Fundamentals Right – Fostering Future Managers in your Business

I3:  Innovation in
the Workplace

Costa Zakis


The increased need for organisations to have an understanding of the material risks to their business and to then develop strategies for managing these risks has brought the design of insurance programs as part of the risk solution to the top of many executive discussions. This session will provide an overview of the concerns of directors and officers, developing or using the corporaterisk profi le, approaches to linking risk and insurance, and risk as part of designing the insurance program.

Peter Conquest

The financial management of your business is important at any time but especially so in current financial times. This session covers the critical fi nancial management issues of interest to SME brokers from buying or selling a business to managing debtors.

Kai Dwyer

If any of your clients are currently or planning to operate overseas you need to be able to identify their needs and confi dently discuss international insurance program solutions with them. The session will look at the unique challenges of international insurance programs and the services and capabilities you need as a broker to service your clients effectively.

Lee Heycox

Ensuring the long-term success of your business requires implementing talent management strategies today. Lee Heycox has a wide range of experience in assisting organisation across a number of industries to use planning tools and implement best practice strategies to recruit and retain the talented future managers in your business.

Brent Duffy
Sponsored by QBE

As businesses work towards economic recovery, innovation is hot on the agenda of leaders as a key lever to boost organisational performance. Whether your business is large or small, this session will explore the concept of innovation, recognising that the type and style of innovation must be tailored for different organisations. The session will provide participants with practical techniques and models, not only for generating creative ideas, but also to convert ideas into viable and deliverable innovations that drive better business outcomes.

Session room change to Bayside Auditorium for our closing speaker the Hon Jeff Kennett AC - Yes We Can. But Will We?

2.45pm – 3.00pm
Time to move to the main auditorium for the final session of the convention. This session will be thought-provoking and inspiring. Definitely not one to be missed.

3.00pm – 4.00pm
Yes We Can. But Will We? The Hon Jeff Kennett AC
Level 1 Bayside Auditorium

CPD: 1 Point

The opportunities for Australia economically and socially over the next 25 years are unlimited. But will reality deliver those opportunities in part or in full – or at all? Jeff Kennett’s fear is that once again our complacency and lack of leadership will result in some of the great opportunities of the 21st century being lost. In short, yes we can. But will we?

4.00pm Convention Close

Take some time to freshen up for tonight’s final dinner for the 2009 NIBA Convention.

7.00pm – 10.30pm
Bright Lights Big City Dinner
Parkside Ballroom, Level 1 Sydney Convention & Exhibition Centre