Madison Good Governance Summit
By Bethany Wooster
We’d like to thank you for joining us at the Good Governance Summit this year. Whilst we weren’t able to be face to face with you, we still enjoyed coming together as a community virtually. We will use the experiences learned in the summit to create more opportunities for you to connect with each other during these unprecedented times.
Principals’ briefing
Discussion of the next 100 days (and a reflection of the last 6 months) with Annick Donat (CEO) and Rod Bristow (CEO Clime Investment Management Limited).
CLICK HERE for the presentation
What’s in a (Professional) Year?
Panel discussion with supervisors and provisional relevant providers hosted by Sophie Firminger (National Practice Manager), Jodie Douglas (Principal Adviser & Co-Founder, Mad About Life), Azaria Bell, (Money Educator, Mad About Life), Jason Bamford (Head of Risk Academy, TAL)
It was great to hear about who are going through the PY, could have spent a bit more time talking about the process, and what principals needs to be aware of – Michael Crowe (Hendrie Financial Strategies)
I was on the panel so my feedback is bias. But thank you for allowing us to take part, this was great for our development and direction. – Jodie Douglas, Mad About LIFE
Masterclass
A practical review of ongoing advice arrangements, dashboards and service benchmarks with Megan Thomson (Advice Integration Manager)
CLICK HERE for the presentation
Following on from the Masterclass, Megan has been running a series of webinars on Tuesdays and Thursdays covering a wide range of areas in XPlan, register below;
Tuesdays at 11.30am – CLICK HERE to register
15/09 – Data efficiencies in XPlan
22/09 – Data efficiencies in XPlan
29/09 – Data efficiencies in XPlan
Thursdays at 11.00am – CLICK HERE to register
17/09 – Review Process
24/09 – Terms of Engagement to SoA
01/10 – CALM Modelling for Client Meeting
Great session, always difficult with systems training but easier to manage when on Zoom I expect as people are less likely to get lost, or ask questions. Great session, learned heaps. – Joe Burke
Great session. A lot to take in as a one off however. Would be great if Madison published a reference guide (that is brief yet covers necessary steps for things covered). – Alex Ilievski (Sydney Wealth Partners)
This was the best session – I did it twice! – Michelle Summers (Holden & Bolster)
Returning to work post COVID-19
The shift to flexible working environments has caused a change in the way we ‘present’ for work. Tips for how you and your team can ensure no matter where they are working, they will always be ‘on brand’. Presented by Eva Timbs (Stylist)
I found Eva refreshing and very insightful. It is then up to each of us to decide what works. – Viv James (Halcyon Wealth Advisers)
Look, it was fun and took some of the stress out of the current situation. All rang true. I tidied all 3 of my desks and wore a scarf on Thursday (still with jeans and boots below!) – Amanda Taylor (Majenda Financial)
Applied Ethics
A front line look at ethical dilemmas faced by businesses with Sarah Bolouri (COO Clime Investment Management).
CLICK HERE for the presentation
Managing culture: a good practice guide
I learnt a lot and I thought Sarah shared some good knowledge and information. – Megan Hodge (Your Wealthy Life)
More info on implementing in small business – new staff induction, ongoing sessions / ways to encourage staff to be true to the company ethics framework – Sean McGrath (Halcyon Wealth Advisers)
It was a super session – Meaghan Johns (Yarra Valley Financial Planning)
Sole Practitioners ‘Working Lunch’
A “working lunch” for sole practitioners hosted by Sophie Firminger (National Practice Manager).
Due to the overwhelming feedback we will now be running a peer to peer sharing session on the last Wednesday of every month from 3-4pm. The inaugural Monthly Connect will kick off on Wednesday 30th September from 3-4pm and this month’s topic will be centred around “Technology”.
To register for the September session please CLICK HERE
This was a GREAT session! More time in the breakout rooms would have been great though. Was so great to have that interaction, but found conversations take more time when they’re remote and you don’t know the people well that you’re conversing with. – Vessy Mattar (Red Door Wealth Management)
It was amazing – so many requests to have more of these which I think would be great! Thank you, relevant topics were discussed. – Bianca Dezotti (Honey & Hive Wealth Management)
Consistency in CARs
A look at the processes that should be consistent across your business – and the impact it can have for you if they are not with Kerry Thomas (Head of Governance).
CLICK HERE for the presentation
Good reminder of the need to have good workflows but as was the trend in the conference it was very XPlan specific. – Craig Buntain (CFL Financial)
Good session and well presented. To the point and relevant. – Joe Burke (Austcover FInancial)
Compliance to stop regulators, controls to stop hackers
How do you protect your practice from a cyberattack? What is regulator monitoring of your IT Systems? Zlatko Hristov (Egarda) presents his tips and tricks of defending your data.
CLICK HERE for the presentation
Thought this session was very informative and opened my eyes to just how easy it is for hackers to gain access to information. – Alan Oakley
Have him present again. Some of the chat comments were classics!!! This is the BEST advert for getting us all up to speed on XPlan, but only if Zlatko agrees XPlan really is safe…. – Amanda Taylor (Majenda Financial)
Record Keeping – Data Requirements
A deep dive into record keeping – why it’s important, what you need to keep, how long for, and where with Jaime Johns (Head of Advice) and Kerry THomas (Head of Goverance).
CLICK HERE for the presentation
Again a lot to take in during this session, but with the weekly training support sessions commencing next Thursday this will enable more time for questions – Alan Oakley (CG Wealth)
Very helpful session- can only be improved by follow up documentation and checklists that will help us be sure we haven’t missed anything til we get in to the rhythm of the system – Meaghan Johns (Yarra Valley Financial)
In the rear-view mirror
Observations from the 2020 File Review Program with Greg Dawes, Advice Coach.
CLICK HERE for the presentation
An interesting session. But too much time on insurance. – Phil Clinton (Halcyon Wealth Advisers)
We have templates for advice, how about worksheets to help guide key aspects. eg calculating insurance with space for level / stepped comments, tax uplift etc – Sean McGrath (Halcyon Wealth Advisers)
Hopefully face to face in a group is able to be done next time. – Brian Wippell (Achieveit Financial Planning)
Madison Good Governance Summit
By Bethany Wooster
We’d like to thank you for joining us at the Good Governance Summit this year. Whilst we weren’t able to be face to face with you, we still enjoyed coming together as a community virtually. We will use the experiences learned in the summit to create more opportunities for you to connect with each other during these unprecedented times.
Principals’ briefing
Discussion of the next 100 days (and a reflection of the last 6 months) with Annick Donat (CEO) and Rod Bristow (CEO Clime Investment Management Limited).
CLICK HERE for the presentation
What’s in a (Professional) Year?
Panel discussion with supervisors and provisional relevant providers hosted by Sophie Firminger (National Practice Manager), Jodie Douglas (Principal Adviser & Co-Founder, Mad About Life), Azaria Bell, (Money Educator, Mad About Life), Jason Bamford (Head of Risk Academy, TAL)
It was great to hear about who are going through the PY, could have spent a bit more time talking about the process, and what principals needs to be aware of – Michael Crowe (Hendrie Financial Strategies)
I was on the panel so my feedback is bias. But thank you for allowing us to take part, this was great for our development and direction. – Jodie Douglas, Mad About LIFE
Masterclass
A practical review of ongoing advice arrangements, dashboards and service benchmarks with Megan Thomson (Advice Integration Manager)
CLICK HERE for the presentation
Following on from the Masterclass, Megan has been running a series of webinars on Tuesdays and Thursdays covering a wide range of areas in XPlan, register below;
Tuesdays at 11.30am – CLICK HERE to register
15/09 – Data efficiencies in XPlan
22/09 – Data efficiencies in XPlan
29/09 – Data efficiencies in XPlan
Thursdays at 11.00am – CLICK HERE to register
17/09 – Review Process
24/09 – Terms of Engagement to SoA
01/10 – CALM Modelling for Client Meeting
Great session, always difficult with systems training but easier to manage when on Zoom I expect as people are less likely to get lost, or ask questions. Great session, learned heaps. – Joe Burke
Great session. A lot to take in as a one off however. Would be great if Madison published a reference guide (that is brief yet covers necessary steps for things covered). – Alex Ilievski (Sydney Wealth Partners)
This was the best session – I did it twice! – Michelle Summers (Holden & Bolster)
Returning to work post COVID-19
The shift to flexible working environments has caused a change in the way we ‘present’ for work. Tips for how you and your team can ensure no matter where they are working, they will always be ‘on brand’. Presented by Eva Timbs (Stylist)
I found Eva refreshing and very insightful. It is then up to each of us to decide what works. – Viv James (Halcyon Wealth Advisers)
Look, it was fun and took some of the stress out of the current situation. All rang true. I tidied all 3 of my desks and wore a scarf on Thursday (still with jeans and boots below!) – Amanda Taylor (Majenda Financial)
Applied Ethics
A front line look at ethical dilemmas faced by businesses with Sarah Bolouri (COO Clime Investment Management).
CLICK HERE for the presentation
Managing culture: a good practice guide
I learnt a lot and I thought Sarah shared some good knowledge and information. – Megan Hodge (Your Wealthy Life)
More info on implementing in small business – new staff induction, ongoing sessions / ways to encourage staff to be true to the company ethics framework – Sean McGrath (Halcyon Wealth Advisers)
It was a super session – Meaghan Johns (Yarra Valley Financial Planning)
Sole Practitioners ‘Working Lunch’
A “working lunch” for sole practitioners hosted by Sophie Firminger (National Practice Manager).
Due to the overwhelming feedback we will now be running a peer to peer sharing session on the last Wednesday of every month from 3-4pm. The inaugural Monthly Connect will kick off on Wednesday 30th September from 3-4pm and this month’s topic will be centred around “Technology”.
To register for the September session please CLICK HERE
This was a GREAT session! More time in the breakout rooms would have been great though. Was so great to have that interaction, but found conversations take more time when they’re remote and you don’t know the people well that you’re conversing with. – Vessy Mattar (Red Door Wealth Management)
It was amazing – so many requests to have more of these which I think would be great! Thank you, relevant topics were discussed. – Bianca Dezotti (Honey & Hive Wealth Management)
Consistency in CARs
A look at the processes that should be consistent across your business – and the impact it can have for you if they are not with Kerry Thomas (Head of Governance).
CLICK HERE for the presentation
Good reminder of the need to have good workflows but as was the trend in the conference it was very XPlan specific. – Craig Buntain (CFL Financial)
Good session and well presented. To the point and relevant. – Joe Burke (Austcover FInancial)
Compliance to stop regulators, controls to stop hackers
How do you protect your practice from a cyberattack? What is regulator monitoring of your IT Systems? Zlatko Hristov (Egarda) presents his tips and tricks of defending your data.
CLICK HERE for the presentation
Thought this session was very informative and opened my eyes to just how easy it is for hackers to gain access to information. – Alan Oakley
Have him present again. Some of the chat comments were classics!!! This is the BEST advert for getting us all up to speed on XPlan, but only if Zlatko agrees XPlan really is safe…. – Amanda Taylor (Majenda Financial)
Record Keeping – Data Requirements
A deep dive into record keeping – why it’s important, what you need to keep, how long for, and where with Jaime Johns (Head of Advice) and Kerry THomas (Head of Goverance).
CLICK HERE for the presentation
Again a lot to take in during this session, but with the weekly training support sessions commencing next Thursday this will enable more time for questions – Alan Oakley (CG Wealth)
Very helpful session- can only be improved by follow up documentation and checklists that will help us be sure we haven’t missed anything til we get in to the rhythm of the system – Meaghan Johns (Yarra Valley Financial)
In the rear-view mirror
Observations from the 2020 File Review Program with Greg Dawes, Advice Coach.
CLICK HERE for the presentation
An interesting session. But too much time on insurance. – Phil Clinton (Halcyon Wealth Advisers)
We have templates for advice, how about worksheets to help guide key aspects. eg calculating insurance with space for level / stepped comments, tax uplift etc – Sean McGrath (Halcyon Wealth Advisers)
Hopefully face to face in a group is able to be done next time. – Brian Wippell (Achieveit Financial Planning)