Agenda

08:30am - 09:00am

Registration and networking

09:00am - 09:05am

MC Welcome and Introduction

Jason Back
Jason Back
Founder and Director,
Broker Essentials
09:05am - 09:15am

Nextgen welcome address

09:15am - 10:00am

Three questions at the heart of AI

Today, AI is making the impossible possible. But it wasn’t long ago that AI was still a distant dream.

In our opening address, one of our nation’s most respected AI luminaries, Silvio Giorgio, will ask three fundamental questions of our relationship with AI - the answers to which will have deep ramifications for us all, not simply as brokers, but as humans.

How did we get here?
Where exactly are we?
Where do we go from here?

Together, we will chart the evolution of AI to better prepare you for the future that awaits.

Silvio Giorgio
Silvio Giorgio
Data & AI Executive
10:00am - 10:30am

The truth about agentic AI

Imagine having a tireless assistant who knows your clients, understands your business, and takes care of the busy work while you focus on the conversations that matter.

That’s the promise of agentic AI – intelligent systems that can work alongside you or operate on their own to get things done.

But here’s the truth: while agentic AI is the exciting frontier, most brokers will see the biggest wins right now by mastering the foundational AI tools first.

In this practical, plain-English session, you’ll explore both. The future possibilities and the immediate, safe steps that will save you 10+ hours a week, and help you deliver an even better client experience. This way, you’ll be ready to hit the ground running when your aggregator’s bigger AI tools arrive.

You’ll discover:

  • Where AI (and agentic AI) actually makes a difference in a broker’s day, and what’s just hype.
  • The 10-80-10 'Wedding Cake' method to get AI doing the heavy lifting while you stay in control of quality, compliance, and client relationships.
  • The Brokers’ AI Quick Start Guide with prompts, tools, and workflows that can save you 10+ hours a week, starting now.
Adam Franklin
Adam Franklin
Marketing Coach,
Bluewire Media
10:30am - 11:00am

Morning tea and networking

11:00am - 11:30am

Optimistic or optimal? Streamlining your technology stack

Over the past few years, we’ve seen an explosion of new broker technologies, each one promising to revolutionise your workflow, boost efficiency, and unlock new growth. With so many options, how do you determine which tools are truly essential for your business?

The difference between chasing shiny new apps and building a streamlined, function-enhancing tech stack can directly impact how fast, and how sustainably, your business grows.

In this session, we’ll unpack the critical technologies reshaping the loan application process, business operations, and client acquisition. More importantly, we’ll explore what sets these tools apart so you can make informed decisions and invest in solutions that scale with your business.

  • Strategies for streamlining your technology stack to improve efficiency and remove redundancy.
  • How technology is improving CX and creating profitability at key stages of the customer journey, from lead-generation through to conversion and retention.
  • The challenges of integrating technology with a customer-first approach, and meeting customer expectations around technology.
11:30am - 12:00pm

Applied AI: Boosting efficiency at every stage of your broker journey

Forget theoretical. This session is all about where AI is making brokers faster, sharper, and more responsive.

From automated data entry to the sequences that follow, Christopher Borg maps out specific technical interventions at key stages of your broker journey so that you can increase capacity without increasing headcount.

You’ll leave with a clear understanding of where to automate, and how to measure value before you commit.

Christopher Borg
Christopher Borg
CEO & Managing Director,
Borg Financial, My Virtual Broker, Raine & Horne Shoreline
12:00pm - 12:30pm

Pioneer panel: What does the broker of the future look like?

Finance industry professionals are no strangers to change – but the pace of disruption is accelerating. With the rapid rise of AI and digital innovation, the entire finance supply chain is evolving at an exponential rate. It's never been more critical to stay engaged in the conversation about what’s happening across all levels of lending – now and into the near future.

In this session, we’ll break down the latest developments across the entire lending ecosystem. We’ll ask how lenders, aggregators, and brokers are preparing for a future that is more tightly interwoven and technology dependent. Key questions for our panellists include:

  • How are open banking-backed technologies creating new opportunities – and pressures – around client retention?
  • How can brokers position themselves to stay ahead as the industry transforms?
  • As lenders integrate AI to assess risk and automate approvals, what does this mean for broker influence in the lending process?
  • In an era of instant data access and automated solutions, what key skills, relationships, and tools will set successful brokers apart?
12:30pm - 01:30pm

Lunch and networking

02:10pm - 02:15pm

Concluding remarks from MC

02:15pm

Event concludes

*Agenda subject to change.

If you're interested in speaking at the summit, please contact Jack Riisfeldt via email