2020 AGENDA

DAY 1 - DECEMBER 1

AM

8:30AM - 9:00AM
Digital Networking
9:00AM - 9:05AM
Welcome from our MC
Stuart Donaldson
STUART DONALDSON

Founder, Banyan Co

9:05AM - 9:45AM
Session 1 – The Yin and Yang of COVID-19

The trail of disruption and devastation wreaked by COVID-19 has spurred a lending solution boom for smart brokers. SMEs across the country are rebuilding and regenerating, now is the time to lean in close and build lasting relationships on a foundation of funding cash flow and growth. There has never before been a greater need for SMEs to be supported by brokers that are across the market, understand the impact of stimulus and engage swiftly with solutions.

  • How has COVID affected business, what impact will the shape of recovery have, is conventional planning relevant, and how do we factor in the profound changes to how people and businesses now operate?
  • Financially model the possibilities to put you in the driver’s seat in helping your clients project their short-term funding needs
  • Gain insights into ‘real and actual’ success stories of businesses that survived and prospered through broker and lender support when it was most needed. These same businesses may otherwise have failed!
  • Participants will be provided a workbook to build out an action plan to target SMEs within their own portfolio, armed with the confidence to make a difference.
Stuart Donaldson
STUART DONALDSON

Founder, Banyan Co

9:45AM - 10:00AM
Networking break

An analysis case study of a SME client finances/cash flow during COVID

Stuart Donaldson
STUART DONALDSON

Founder, Banyan Co

Cristian Fedrigo
CRISTIAN FEDRIGO

Head of Strategic Partnerships, GetCapital

10:20AM - 10:35AM
Networking break
10:35AM - 11:20AM
Part 1 Alternative Product Roadmap - learn the solutions you can provide to help SMEs thrive

Know your options when it comes to financial products and solutions and how they can work for your individual clients’ needs. This interactive session is designed to equip brokers with key information on a range of products and services that cover both the home loan journey and complementary services. It will help you to quickly and efficiently identify where you need to spend your time. You will walk away with one easy-to-use forecast spreadsheet to reference with clients.

Stuart Donaldson
STUART DONALDSON

Founder, Banyan Co

Malcolm Withers
MALCOLM WITHERS

Head of Commercial, Pepper Money

Peter Benson
PETER BENSON

Director, Credit Connect Group

Mark Andersen
MARK ANDERSEN

National Broker Manager, Finstro

11:20AM - 11:35AM
Networking break
11:35AM - 11:50AM
CAFBA – the association dedicated to commercial finance brokers

Don’t miss how CAFBA can help you become a successful commercial broker by having the right skills to succeed.

Stuart Donaldson
STUART DONALDSON

Founder, Banyan Co

David Gill
DAVID GILL

Commercial & Asset Finance Brokers Association of Australia Limited, CAFBA

Terry Moody
TERRY MOODY

Director, Moody Kiddell & Partners & CAFBA Board Member

11:50PM - 11:55AM
Concluding remarks
Stuart Donaldson
STUART DONALDSON

Founder, Banyan Co

PM

11:55AM - 5:00PM
Digital Networking

DAY 2 - DECEMBER 2

AM

8:30AM - 9:00AM
Digital Networking
9:00AM - 9:05AM
Welcome from our MC

We will look at the key findings and lessons learnt from day one and find out how today's sessions will build on your action plan.

Stuart Donaldson
STUART DONALDSON

Founder, Banyan Co

9:05AM - 9:25AM
Hear from the ASBFEO about why SMEs need your help now - and what can be done to help SMEs into the future
Annie Kane
ANNIE KANE

Editor, The Adviser

Kate Carnell
KATE CARNELL

ASBFEO

9:25AM - 9:40AM
Networking break
9:40AM - 10:20AM
Session 2 – The Year after the Year that changed Everything?

There has been a huge need for short-term action by SMEs to navigate through 2020. But what about the long term, how should SMEs adapt to trading in a recessionary environment, what action can they take to protect the business value and maintain or improve profitability? SMEs and brokers need to collaborate on the growth prospects of the business now through forward planning and challenging the norms.

  • Lift the veil on SME financials, identify the one-percenters that significantly boost profitability, and leverage this as your point of difference with your clients to lock in the relationship and lock out the competition.
  • Gain insight into the numbers as a source of relationship defining opportunities and walk away with the tools and the ‘language’ to put this into action and make a profound impression on your clients.
  • Start with the end in mind! SMEs rarely focus on the value of their enterprise as they are consumed by the day to day. What if there was a simple way to illustrate this, could this influence their growth plans?
  • Are you ‘match fit’ and able to tap into commercial lending? We work through a blueprint of how to position proposals with lenders by sharing the story of the business to gain approval for funding facilities.
Stuart Donaldson
STUART DONALDSON

Founder, Banyan Co

10:20AM - 10:35AM
Networking break
10:35AM - 11:20AM
Part 2 Alternative Product Roadmap - learn the solutions you can provide to help SMEs thrive

Know your options when it comes to financial products and solutions and how they can work for your individual clients’ needs. This interactive session is designed to equip brokers with key information on a range of products and services that cover both the home loan journey and complementary services. It will help you to quickly and efficiently identify where you need to spend your time. You will walk away with one easy-to-use forecast spreadsheet to reference with clients.

Stuart Donaldson
STUART DONALDSON

Founder, Banyan Co

Simon Arraj
SIMON ARRAJ

Director, Vado Private

Torri Martin
TORRI MARTIN

National Partnerships Leader and Broker Leader NSW, Latitude Financial Services

Mick Conyngham
MICK CONYNGHAM

Head of Distribution, Mortgage Ezy

11:20AM - 11:35AM
Networking break
11:35AM - 12:00PM
Forces driving future demand of SME credit

During this session, Beau will talk about the emerging and significant trends affecting SMEs that brokers should be aware, of as many of these trends will drive more demand for SME credit. As a co-founder of a listed business, Beau will also provide examples of how Prospa has adapted to these trends.

Beau Bertoli
BEAU BERTOLI

Co-Founder & Chief Revenue Officer, Prospa

PM

12:00PM - 12:05PM
Concluding remarks
Stuart Donaldson
STUART DONALDSON

Founder, Bayan Co

12:05PM - 5:00PM
Digital Networking