DAY 1 - 13 SEPTEMBER 2007

9:00am Expo open and welcome refreshments

Conference MC - Sam Boer, national manager - broker sales, CBA

10:00 - 10:10 - Opening address
SPEAKER: Kathy Cummings, head of third party banking, CBA

10:10 - 11:00 Stick to the itinerary - and succeed!
SPEAKER: John Anderson, founder, Contiki Holidays
John set off on his big overseas adventure at age 22. He planned to stay for one year. After a few months and with only 25 pounds in his pocket, John found a way not only to see the world but to start one of the world's most successful tour operating companies, Contiki Holidays.

- Learn how John discovered the secrets of effective sales and marketing and how to apply them directly to your business to gain customers and improve your sales
- Find out how to use your passion to drive your business to new levels
- Use John's experience of both failures and success to leverage your branding to make you even more successful
- Gain valuable insights from the incredible growth of Contiki, making it a world leader in its field

11:00 - 11:30 Morning tea

11:30 - 12:30 Looking forward: industry trends and innovations
SPEAKER: Martin North, managing consulting director and executive general manager, Fujitsu Australia
- Are mortgage brokers a dying breed or the next big thing? What does the future hold for commission structures?
- Is the UK a bellwether? A review of UK regulation changes and what we can learn
- An analysis of the distribution challenge - brokers and branches - what is the long-term game and who will win?
- What will electronic processing and settlement mean for your business and your customers?

12:30 - 2:00 Networking lunch, sponsored by BankWest

2:00 - 3:00 Small business, big brand
SPEAKER: Carolyn Stafford, director, Connect Marketing Professionals
- Find out the most foolproof and low-cost ways for your business to get noticed
- Uncover the power of personal branding, visual branding, verbal branding and the branding experience you provide to win more business
- Hear real-life stories and practical examples that will inspire you to create your own marketing action plan

3:00 - 3:30 Afternoon tea

3:30 - 4:30 The future for regulation and compliance - panel discussion
CHAIR: Martin North, managing consulting director and executive general manager, Fujitsu Australia
Jon Denovan, partner, Gadens Lawyers
Katherine Lane, principal solicitor, Consumer Credit Legal Centre
David Kilgore, mortgage broker and director, National Mortgages Pty Ltd
Sam Boer, national manager - broker sales, CBA
- How will the recent changes in WA affect us in the eastern states?
- What does regulation mean for brokers and customers?
- Are regulations needed and are national regulations the answer?
- How does the anti-money laundering and counter-terrorism financial legislation affect brokers?

4:30 - 7:30 Networking drinks, sponsored by FirstMac

DAY 2 - 14 SEPTEMBER 2007

9:00 Expo open and welcome refreshments

Conference MC - Sam Boer, national manager - broker sales, CBA

10:10 - 11:00 The importance of ethics and understanding responsible business practice
SPEAKER: Kathy Cummings, head of third party banking, CBA

11:00 - 11:30 Morning tea

11:30 - 12:30 Maximise your potential revenue: product diversification
SPEAKER: Tony Carn, NSW state manager, Australian Finance Group
Learn how to leverage off existing clients to give more services and generate revenue through:
- equity release - commercial lening - insurance - leasing - personal loans
- Consider what this means for your business and find out if you're ready to branch out into new products
- Find out what you need to know to get started and how to take advantage of the skills and client base you already have at your disposal

12:30 - 2:00 Networking lunch

2:00 - 3:00 Balance: getting the most out of your business, your life and your time
SPEAKER: Shannah Kennedy, director, Balance & Energy Life Coaching
Imagine that not only could you do more work during the day, but that you could also have ore quality free time - seems impossible? Shannah Kennedy shows you how.
- Attend this life-changing session to discover the secrets of the elite performers
- Use goal-setting, clarity and committment to outperform and overdeliver
- Learn innovative techniques that you can use immediately to get the most out of your business and your life

3:00 - 3:30 Afternoon tea

3:30 - 4:30 Actions and words: mastering the craft of referrals and lead generation
SPEAKER: Marc Jarman, founder and referral coach, Lending By Referral
What if there were specific words that you could use in conversation that would guarantee you more referrals and easy business? What if you knew the exact approach to take to make clients want to refer their friends to you?

In this incredibly important session Marc Jarman shares his step by step system that takes clients all the way through the mortgage process and beyond - resulting in a steady stream of referrals building successful brokers a six figure salary.

Research shows that 20% of satisfied clients will refer you - however what if you could make that 40% or even 60%? If you can do the same great job, but educate your clients that you work by referral, you can triple your referral rates and instead of advertising or chasing new clients, wait for them to come to you.

5:00 Close