2019 LIXI Forum

2019 LIXI Forum

After the success of last year’s forum, this year’s event promises to be bigger and better with more participants and an even busier agenda.

It’s been a challenging year in the lending industry. If you’re keen to network with industry thought leaders and the LIXI community whilst hearing about the latest events and future trends, then this event is not to be missed.

The introduction of parallel sessions will better cater to varied interests, and we’ve scheduled the forum in a less congested part of the calendar for most participants. Additionally, in order to allow the participants the best opportunity to network, the AGM will be held at a later date.

Booking Instructions

Welcome to LIXI Event Booking...

Date/Time Date(s) - 18/09/2019
8:45 am - 6:00 pm

Location Fishburners - Sydney


Booking Option 1:

Are you a LIXI Member, LIXI Licensee or LIXI Approved Website User? If so, simply login to book a ticket using the member booking form.


Booking Option 2:

If you are not a LIXI Member, LIXI Licensee or LIXI Approved Website User please fill in the following form to book a ticket to the event.


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Event Info

Lending Industry Updates


Regulatory and compliance demands continue to shape the lending industry. With the publication of the Royal Commission’s final report and ASIC’s consultation paper on responsible lending conduct occurring since the 2018 forum, there is a wide range of topics to draw from.


LIXI Updates


The level of automation possible with LIXI2 continues to excite the industry and the tools we’re sharing are lowering costs, increasing agility, and improving compliance. Hear about the latest standards, tools and updates from LIXI and those that are using them.


Networking


A crowd favourite, the opportunity to network with the LIXI community remains a highlight of the forum. The sharing of ideas with others that are facing similar challenges can lead to unexpected partnerships and opportunities.


Technical Workshops


Technical workshops will be run in the ‘LIXI Lounge’ in parallel with sessions in the Main Auditorium. Delegates with a technical focus can get some hands-on training to make the most of their attendance.


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Agenda

08:45 Registration and welcome breakfast
09:15 Welcome & Opening Comments from Stephen Moore, LIXI Chair and Shane Rigby, LIXI CEO
09:30 Session 1: Regulatory & Compliance Challenges in the Lending Industry

  • The Industry Response to the Royal Commission’s Final Report (Main Auditorium)
  • ASIC’s Consultation Paper 309 on Responsible Lending Conduct (Main Auditorium)
  • Combined Industry Forum Update (Main Auditorium)
10:45 Morning Tea
11:10 Session 2: Standards, standards everywhere

  • Standards Updates – Valuations, LMI +++ ? What is next? (Main Auditorium)
  • Standards, standards everywhere – With Open Banking, CCR, & PEXA where does LIXI fit in? (Main Auditorium)
12:30 Networking Lunch
13:30 Session 3: Verification – Challenges and Opportunities

  • Verification of Identity, Income and Expenses (Main Auditorium)
  • Deep Dive into the new VAL and LMI standards (LIXI Lounge)
14:30 Afternoon Tea
14:50 Session 4: The Future of RegTech and FinTech

  • The Future of Banking: Digital Banking, FinTech, Open Banking – Ian Pollari (Main Auditorium)
  • Bring your laptop and get hands on with our Customisation By Restriction Framework (LIXI Lounge)
16:00 Champagne Roundtable
16:30 Networking Drinks

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Our Event Sponsors

Sponsorship packages have not yet been released. Please contact Louise Harper via email at admin@lixi.org.au if you are interested in sponsoring this flagship event.

Speaker Profiles

Elise Ivory Elise Ivory – Partner at Dentons

Elise is a partner in the Banking and Finance practice of Dentons in Sydney. Elise works as part of the regulation and compliance team alongside Jon Denovan.

Elise’s expertise includes advising on all aspects of regulation and distribution including the National Consumer Credit Protection Act (in particular responsible lending, credit contracts and the National Credit Code); advising on e-lending initiatives including verification of identity; drafting, reviewing and advising on lender agreements, broker agreements and other distribution agreements; creating and maintaining document and procedure manuals for many of Australia’s leading lenders for retail, commercial and corporate lending; product development, and advising on Privacy Act compliance.

Elise has acted for many of the major banks, private lenders, mortgage brokers, originators,
aggregators and securitised programs.

Ian Pollari
Ian Pollari – Partner, KPMG; Co-Head, Global Fintech practice, KPMG International; Head of Banking, KPMG in Australia; Board member of Stone & Chalk and Finsia.


Ian has over 17 years’ experience servicing clients in the financial services industry and brings knowledge and insights into the experiences of local and international banks, payment providers and fintech start-ups in areas such as strategy development, market entry and digital innovation.

His work with financial institutions, in Australia and globally, includes enhancing their understanding of the fintech landscape and helping them develop their fintech and innovation strategies and operating models.

Ian has consulted to a number of Australia’s leading fintech companies and digital banks, supporting them to raise capital, develop their strategic plans, engage with regulators and establish partnerships. He has also advised Government and regulatory agencies in relation to fintech and digital developments.

Prior to joining KPMG, Ian worked at Telstra Corporation in Strategy for Business & Government.

Steve Weston Steve Weston – Co-Founder and CEO of Volt bank

Steve has a wealth of industry experience, gleaned in senior leadership roles at a number of financial services organisations in Australia and overseas.

He was CEO of Mortgages at Barclays (UK) before heading home and co-founding Volt Bank.

Steve has built a reputation for building strong teams who, under his stewardship, have been at the forefront of regulatory change and introduced significant innovation into their respective markets, particularly via the use of technology and the leveraging of big data.

Stephen Moore Stephen Moore – Chairman at LIXI and CEO at Choice

Stephen is a Financial Services professional with over 25 years experience in leadership across distribution, product, operations and strategy, uniquely within wealth management, banking and broking.

Stephen was integrally involved in NAB’s acquisition of the Challenger Mortgage Management businesses; set up Advantedge Financial Solutions, including an advice dealership devoted to broker businesses; and is now CEO, Choice Aggregation.

Stephen is a Director and Responsible Manager of BLSSA, Australia’s largest Australian Credit Licence holder; Chair of LIXI; Director of realestate.com.au Home Loans Mortgage Broking; and a member of the MFAA National Aggregators Committee.

Stephen has a real passion for 3rd party distribution and small business in particular.

Shane Rigby Shane Rigby – CEO at LIXI

Shane is passionate about technology and how new technologies can solve business problems in exciting and often unexpected ways. He has strong experience in understanding how teams interact with the technologies they use, and driving greater productivity with the careful application of technology solutions.

Shane is a strong technology leader, having proved himself as a business analyst and developer before successfully leading program delivery across multiple areas in a global bank. He was responsible for the finance regulatory reporting platforms across Asia-Pacific as well as dealing with the regulatory issues surrounding the off-shoring of resources around the globe.

Our full speaker list is yet to be finalised – further announcements will be made in due course.

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Who Attends?

Although the exact mix changes from year to year, we get a wide variety of delegates – the types of roles last year were …..

Typical Attendees

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If you would like further information please contact Louise Harper via email at louise.harper@lixi.org.au.