top of page
Untitled design - 2024-06-27T151935.112.png
Untitled design - 2024-06-27T152119.249.png

The Full Agenda

Welcome to Elements 2024. The biggest next generation conference for Financial Planners.

On this page you will find important information about the session timings, stages and how you can register for sessions. 

Enjoy!

 IMPORTANT: PANEL SELECTION 

There are a huge 16 panels to choose from on the day of the Conference, giving you a massive array of content areas to choose from. 

Before you come along on the day, you must register for which panels you want to attend. 

There are
FIVE slots that you need to choose a session in:

1. ROUND ONE: 10:10AM
2. ROUND TWO: 11:30AM
3. ROUND THREE: 1:30PM
4. COLOSSAL CONVERSATIONS: 2:10PM
5. ROUND FOUR: 4PM

Please note that you can only register for ONE Session in each time slot, and they are
first-come first-served, so we advise you to book early.

NOTE: You DO NOT need to register for our keynote speakers or our micro-keynotes. All of these talks will be in The Rum Warehouse on the Main Stage.

Ready to choose?

08:30AM

Registration

08:45AM

Breakfast

09:20AM

WELCOME

with Dan & Amelia

Main Stage: The Rum Warehouse

Untitled design - 2024-06-27T153058.211.png

09:30AM

KEYNOTE

Amy Williams

Main Stage: The Rum Warehouse

Untitled design - 2024-06-27T153311.217.png

10:00AM

10 MINUTE SWITCH

Time to get to your next session!

10:10AM

PANELS: ROUND ONE

Over SIX stages:

THE FIRE STAGE

The Rum Warehouse

Real World AI

The panel discussion will explore the near future of our profession and the transformative impact of artificial intelligence (AI) on financial planning and personal finance. The panellists will focus on practical use cases, highlighting how AI technologies will be leveraged to enhance efficiency, improve decision-making, and provide personalised financial advice.

with AI-Mee, Tom Hind & Mark Whitcroft

10:40AM

10 MINUTE SWITCH

Time to get to your next session!

10:50AM

MICRO KEYNOTE

Ben Walker

Lessons from a Life Without Advice

Main Stage: The Rum Warehouse

Untitled design - 2024-06-27T154409.125.png

11AM

MICRO KEYNOTE

Ilana Miller

How to be wrong and influence people

Main Stage: The Rum Warehouse

Untitled design - 2024-06-27T154814.325.png

11:10AM

BREAK

Grab a coffee & a snack!

11:30AM

PANELS: ROUND TWO

Over SIX stages:

THE FIRE STAGE

The Rum Warehouse

Broadening our Horizons

Join Gretchen and Charlotte in conversation as they explore the possible futures of a profession that is dynamic when it is diverse.

with Charlotte Phillips-Lynn & Gretchen Betts

12PM

10 MINUTE SWITCH

Time to get to your next session!

12:10PM

MICRO KEYNOTE

Samantha Gratton

Lovely weather for ducks

Main Stage: The Rum Warehouse

Untitled design - 2024-06-27T155420.284.png

12:20PM

MICRO KEYNOTE

Catherine Morgan

Main Stage: The Rum Warehouse

Untitled design - 2024-06-27T155541.396.png

12:30PM

LUNCH

Let's get some grub!

You will be given a lanyard which is the same colour as the food station you need to go to.

1:30PM

PANELS: ROUND THREE

Over SIX stages:

THE FIRE STAGE

The Rum Warehouse

Life Planning

Financial Life Planning is an innovative approach that goes beyond traditional financial planning by integrating clients' life goals, values, and aspirations with their financial decisions. This panel will explore how Financial Life Planning can create more meaningful and impactful client relationships, leading to better financial outcomes and overall life satisfaction. 

With Moira O'Shaughnessy, Nila Mistry, Justin King & Dr Lien Luu

2PM

10 MINUTE SWITCH

Time to get to your next session!

2:10PM

COLOSSAL CONVERSATIONS

The Colossal Conversations are six 10-minute TED-Style talks from a variety of professionals, each passionate about their corner of the financial planning and wealth management landscape. 

Over FIVE stages:

THE FIRE STAGE

The Rum Warehouse

Colossal Conversation 1

Chris Robinson; Paul Ravenscroft; Ash Weston; Louisiana Salge; Don MacIntyre; Ola Abdul

3:10PM

BREAK

Grab a coffee & a snack!

3:30PM

MICRO KEYNOTE

Chris Budd

Main Stage: The Rum Warehouse

Untitled design - 2024-06-27T161606.305.png

3:40PM

MICRO KEYNOTE

Katie Hammond

When was the last time you slept hungry?

Main Stage: The Rum Warehouse

Untitled design - 2024-06-27T161810.305.png

3:50PM

10 MINUTE SWITCH

Time to get to your next session!

4PM

PANELS: ROUND FOUR

Over SIX stages:

THE FIRE STAGE

The Rum Warehouse

Financial Planning for Good

Financial Planning for Good" explores the intersection of financial planning and philanthropy. This panel will discuss how financial planners can incorporate charitable giving into their practice, benefiting both clients and society. Experts will share insights on tax-efficient giving strategies, the growing importance of philanthropy in wealth management, and how advisors can make a positive impact while growing their business.

With Laura Blake, Samantha Gratton, Moira O'Shaugnessey, Rae Brooke & Jack Chellman

4:30PM

10 MINUTE SWITCH

Time to get to your next session!

4:40PM

FINAL TALK

Nick Elston & Catherine Morgan

Untitled design - 2024-06-27T162322.258.png

5PM

CLOSE

with Dan & Amelia

Main Stage: The Rum Warehouse

Untitled design - 2024-06-27T153058.211.png

Ready to choose?

Thank you to our sponsors:

Sponsors.png
bottom of page