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THE AGENDA
16th June 2023
THE MONASTERY, MANCHESTER
9AM
9:30AM
9:40AM
9:50AM
10AM
10:10AM
REGISTRATION
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WELCOME WITH DAN & AMELIA
CHRIS THOMPSON
THE CURSE OF THE WET WIPE
AMyr rocha lima
becoming a planning-centric financial planner
ALEKSANDRA SASIn
The power of taking time to think
THE ALTAR STAGE
THE ALTAR STAGE
THE ALTAR STAGE
THE ALTAR STAGE
THE ALTAR STAGE
10 MINUTE SWITCH
10:20AM
THE CHOICE OF:
THE ALTAR STAGE
THE OTHER STAGE
PANEL
FINANCIAL TECHNOLOGY
PANEL
ONE PROFESSION
Chanelle Pattinson, Ian Horne, Gary Winslow, Laurentius van der Worm.
Chris Morris (CISI), Keith Richards (Consumer Duty Alliance), Richard Cooper (LIBF)
THE PYRAMID STAGE
TALK
THE ART OF STORYTELLING
STEVE RAWLING
THE THINKING ROOM
SESSION
THINKING ENVIRONMENT
REBECCA TIMMINS
THE SUPERNOVA ROOM
WORKSHOP
INCLUSIVE COMMUNICATION
CHARLOTTE PHILLIPS-LYNN
10:50AM
11:10AM
11:20AM
11:30AM
11:40AM
BREAK
ANNOUNCEMENTS!
TOM HENSHAW
How Arch Bishop Desmond Tutu turned me into a financial planner
JUANITA DU TOIT
Rising Strong: Transformative Insights from a Cancer Warrior
THE ALTAR STAGE
THE ALTAR STAGE
THE ALTAR STAGE
10 MINUTE SWITCH
11:50AM
THE CHOICE OF:
THE ALTAR STAGE
THE OTHER STAGE
PANEL
PLANNING FOR THE NEXT GENERATION
PANEL
FINANCIAL MARKETING
Chanelle Pattinson, Brian Byrnes, Scott MillaR, Rob Schwarz, Vicky Ngoma
Elena Kale, Isobel Cowell, Lisa Conway-Hughes, Dan Graham
THE PYRAMID STAGE
TALK
THINKING ABOUT THINKING
THE THINKING ROOM
SESSION
THINKING ENVIRONMENT
REBECCA TIMMINS
TIM WOOD, DIMENSIONAL
THE SUPERNOVA ROOM
PANEL
MODERN INVESTING
IBOSS, EQ Investors, Clem Chatelin, Yasmina Siadatan
12:20PM
LUNCH
13:20PM
COLOSSAL CONVERSATIONS
THE CHOICE OF:
THE ALTAR STAGE
THE OTHER STAGE
THE PYRAMID STAGE
COLOSSAL CONVERSATION 1
COLOSSAL CONVERSATION 2
COLOSSAL CONVERSATION 3
5 SPEAKERS IN 50 MINUTES
5 SPEAKERS IN 50 MINUTES
5 SPEAKERS IN 50 MINUTES
THE SUPERNOVA ROOM
COLOSSAL CONVERSATION 4
5 SPEAKERS IN 50 MINUTES
14:10PM
14:20PM
14:30PM
14:40PM
10 MINUTE SWITCH
REBECCA TUCK
Coming to terms with money
THE ALTAR STAGE
RYAN SHARPE
Choose your own adventure! The power of self-labelling in determining your journey
THE ALTAR STAGE
10 MINUTE SWITCH
14:50PM
THE CHOICE OF:
THE ALTAR STAGE
THE OTHER STAGE
PANEL
DIVERSITY & INCLUSION
PANEL
FINANCIAL PSYCHOLOGY
Gretchen Betts, Charlotte Phillips-Lynn, Rohan Sivajoti, Nick Elston, Rebecca Timmins, Jon Dunckley
Martha Lawton, Dan Haylett, Louis Williams, Mark Akeroyd
THE PYRAMID STAGE
TALK
THE MOST IMPORTANT GRAPH IN THE WORLD
DAVID JONES, DIMENSIONAL
15:20PM
15:40PM
15:50PM
16:00PM
BREAK
ANNA HUTCHINSON
WEARING YOUR SUIT
THE ALTAR STAGE
TYME REGENT-BASCOMBE
Shared dysfunction
THE ALTAR STAGE
THE BIG DEBATE:
THE ALTAR STAGE
Are we failing the profession by failing to retire?
16:30PM
THE ALTAR STAGE
izzy obeng
17:00PM
CLOSE
HOW it works:
watch this quick video story from dan:
Have a great time!
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