SIAA accredited CPD webinars are offered free to Principal, Practitioner and Affiliate members. Content will be delivered via panels, interactive discussion, presentations and quizzes and to be eligible for CPD you will need to participate in the webinar live.
Saying no, so you can say yes
Wednesday 9 October from 1.00 to 2.00pm
Women do the majority of the office ‘housework’. These non-promotable tasks are a handbrake on our careers, leading to missed opportunities and burnout. In this interactive workshop, you’ll learn how to say ‘no’ professionally to protect your time for more strategic work. You’ll leave with small, tangible actions to apply to your own career.
Natalie Ferguson, Co-founder, Powrsuit
Natalie caught the entrepreneurial bug at university, and embarked on her first venture at 19. Twenty years on, Nat has experienced multiple successful exits, a few painful failures, and everything in between. Before it was acquired in 2021, she co-founded and grew Hatch into a thriving wealth platform with nearly 200,000 investors. Now, she’s on a mission to close the gender leadership gap with Powrsuit.
Kristen Lunman, Co-founder, Powrsuit
From a family of entrepreneurs, Kristen is attracted to challenging the status quo. Her startup journey in New Zealand started with Wipster, a video SaaS solution. Until 2021, she was the co-founder and CEO of Hatch, an investing platform. More recently, she is one half of the dynamic duo behind Powrsuit – a career accelerator for women on the way up. When she does have spare time, it’s spent with her family on the sidelines or a surfboard.
Professional Standards CPD Area: Professionalism and ethics 1.0
ASIC Knowledge Area: Generic knowledge 1.0 hour
Webinar – Saying no, so you can say yes
Non-Member: $75.00
Organisation Member: $0.00
Student Affiliate Member: $0.00
Generating income with index-based strategies
Wednesday 23 October from 1.00 to 2.00pm
Jason Ye will discuss index-based strategies for income seekers, analysing various dividend and options indices, in a multi-asset portfolio. Learn how these strategies may enhance portfolio yield and manage risk in this essential webinar for optimising income-generating investments.
Jason Ye, Director, Factors and Thematics Indices, S&P Dow Jones Indices
In this role, Jason works closely with the Sales, Marketing and Global Research & Design departments to bring new ideas to market. Prior to his current role, Jason was a Senior Associate at Dimensional Fund Advisors’ Research Group, where he worked with global investors on research and design of factor-based equity strategies. Jason started his investment career with Microsoft’s Capital Markets team, which managed the firm’s internal equity strategies.
Professional Standards CPD Area: Technical competence 1.0
ASIC RG146: Generic Knowledge 1.0
Webinar – Generating income with index-based strategies
Non-Member: $75.00
Organisation Member: $0.00
Student Affiliate Member: $0.00
Women advisers: networking for commercial opportunity – Member only event
Tuesday 12 November from 5.00 to 7.00pm
Shaw and Partners, Level 7, Chifley Tower, 2 Chifley Square, Sydney
Business networking offers new and experienced female advisers opportunities to build a book and long-term relationships with clients. Despite often being natural networkers in their personal lives, many women hesitate to network professionally, associating it with “selling themselves.” Kate Potter will provide practical tips on how to effectively network for commercial opportunity. This free event is tailored for women in the industry — female advisers, please bring another woman in your firm who you think could be interested in becoming an adviser. Networking drinks will follow the presentation.
Kate Potter, Consultant, Monterosa
With more than two decades in the professional services sector, Kate has developed an enviable mix of skills. As a coach and facilitator, Kate expertly balances relationship building while also challenging her clients to find their own style in how they approach business development and sales.
Professional Standards CPD Area: Client care and practice 0.83 hour
ASIC Knowledge Area: Generic knowledge 0.83 hour
Women advisers: networking for commercial opportunity – Member only event
Organisation Member: $0.00
Future of Private Wealth
Wednesday 13 November from 1.00 to 2.00pm
Praemium shares the findings from their latest research with CoreData looking at the key trends shaping the future of private wealth management and advice. From client experience, investment allocation, technology trends and plans for growth, this webinar will provide you with insights and ideas to help you future proof your business.
Matt Walsh, Head of Private Wealth, Praemium
Matt has extensive experience in working with the HNW advisory market and has worked with family offices, wealth management executives, brokers and advisers to gain a rich understanding about their business needs and how platform and investment solutions can support both client needs and market demands. In his 19-year career in financial services, he has worked at Bell Potter, Goldman Sachs JBWere and in the UK at Bennelong Asset Management and GLG Partners which are part of the Man Group.
Professional Standards CPD Area: Technical competence 1.0
ASIC RG146: Generic Knowledge 1.0
Webinar – Future of Private Wealth
Non-Member: $75.00
Organisation Member: $0.00
Student Affiliate Member: $0.00
An update on AML/CTF rules
Wednesday 27 November from 1.00 to 2.00pm
In this session Hong-Viet Nguyen and Corey McHattan will explore the recent and upcoming changes to Anti-Money Laundering (AML) and Counter Terrorism Financing (CTF) practices in Australia. This session will cover key legislative updates, their impact on financial institutions, and practical steps to ensure compliance. Gain insights into how these changes affect risk management and operational procedures within the industry.
Corey McHattan, Partner, Ashurst
Corey is a highly experienced regulatory lawyer, specialising in the areas of financial services regulatory advice, structured products, market infrastructure and regulatory investigations and enforcement. Corey’s primary clients include leading investment banks, trading banks, and other financial institutions whom he advises on matters involving financial services regulation in areas such as the issue of retail and wholesale structured products, ASX participation issues, regulatory investigations, compliance queries, general commercial matters and mergers and acquisitions in the financial services sector.
Hong-Viet Nguyen, Partner, Ashurst
Hong-Viet Nguyen is a partner in the Financial Regulation Practice and specialises in consumer credit and the associated areas of financial crime, privacy law and consumer protection, as well as more broadly in financial services regulation. Her clients include a number of major banks and other corporates. Before joining Ashurst, she was a partner at another law firm in Australia.
Professional Standards CPD Area: Regulatory compliance and consumer protection 1.0
ASIC RG146: Generic Knowledge 1.0
Webinar – An update on AML/CTF rules
Non-Member: $75.00
Organisation Member: $0.00
Student Affiliate Member: $0.00
If you experience any difficulty with your online registration, please call our office on (02) 8080 3200.
Supporters
Thanks to the following organisations who are supporting SIAA’s webinar program during 2024.