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Agenda - Wednesday, 10 September 2008

8.30 am Registration
9.00 am

Forum opening and welcome
Andrew Stabback,
Director, Australian Financial Publications introduces

John Hearne, Chairman, LIXI

9.05 am

Keynote address

The electronic mortgage - an international business perspective

9.35 am

LIXI research presentation

40 minutes to Yes

How open standards and straight through processing deliver an economic and systems advantage.

  • The economic benefit of LIXI standards to an organisation
  • The common misconceptions of what LIXI is and what it stands for
  • The future of LIXI in the home lending industry

Andrew Inwood, Managing Director, brandmanagement

10.05 am

Presentation

Making the business case for Straight Through Processing - the ROI of LIXI

  • Making the real world business case for LIXI standards - by those who have done it
  • Case studies of the successful outcomes of effective STP

Curtis Brager, Commercial Director, Nextgen.Net

10.35 am Morning tea break
11.05 am

Panel discussion

Removing roadblocks through co-operation in an evolving broker industry

  • Co-operation in a competitive marketplace
  • Removing inefficiencies through co-operation and the benefit to the consumer
  • What role do standards have in the current commission discussion
  • What could the Australian broking industry look like going forward with further co-operation on standards?

Panellists:

Paul Lahiff, Managing Director, Mortgage Choice

Joe Sirianni, Executive Director, Smartline

Malcolm Watkins, Executive Director, AFG

Chair: Phil Naylor, Chief Executive Officer, MFAA

11.45 am

Presentation and panel discussion

Leading lending institutions review their strategic relationship with brokers/ aggregators and standards

  • Lender buy-in: the challenge and the opportunity
  • Implementation process, costs and benefits
  • Lessons from offshore markets
  • The product standard: the opportunity for diversification and cross-selling

Panellists:

Steven Heavey, General Manager, Third Party and Specialist Distribution, St.George Bank

Glenn Haslam, Head of Specialist Distribution, ANZ

Kathy Cummings, General Manager Third Party Banking, Commonwealth Bank of Australia

John Flavell, Head of Partnerships, NAB Broker

Chair: Adrian McLeod, Chief Executive Officer, NextGen.Net

12.30 pm

Presentation

LIXI: A retrospective

A report card on LIXI by one of the founders and important background for people who are new to LIXI.

  • A look at how LIXI now compares to LIXI then
  • The achievements and milestones along the way and the characters that made it happen
  • What LIXI has meant to the industry

Mike Thanos, Chief Operating Officer, LTX

1.00 pm Networking lunch
2.00 pm

Presentation

Looking forward: The role of the LIXI CEO

  • Improving methodology; maximising transparency and consistency
  • The efficient management of LIXI resources and re-engaging members and lenders
  • 2008 so far: Achievements and hurdles
  • 2009 goals and projects

Erik Fenna, Chief Executive Officer, LIXI

2.30 pm

Keynote presentation

The National Electronic Conveyancing System update

NECS gives LIXI data somewhere to go and LIXI gives NECS somewhere to start. Find out:

  • How this is being developed;
  • What you can do to ensure you obtain the maximum benefit from it; and
  • What the recent COAG announcements mean for the implementation of NECS

Simon Libbis, Executive Director, National Electronic Conveyancing Office

3.00 pm

Presentation

Processes from settlement to post-settlement

  • The implications of the National Electronic Conveyancing System on the mortgage documentation and management process
  • Settlement and post settlement standards: Are we there yet?
  • Evolving the mortgage industry supply chain through technology and LIXI standards

Perpetual

3.30 pm Afternoon tea break
 
Split into streamed sessions
  Stream A: Business applications and implications of standards Stream B: Technical development of standards
4.00 pm

Panel discussion

Product standards and their potential

  • The implementation process discussed in detail
  • Why this is the future
  • What are the implications for products standards under the new regulatory regime?

Research presentation

Semantics in action

  • Understanding how Semantics in action delivers sustainable workflow benefits
  • A new mindset around collaboration

Anni Rowland-Campbell and Paul Strahl, Innovation and Research, Fuji Xerox

4.30 pm

Panel discussion

Commissions standards - the opportunity you don't want to miss

  • Who should implement and why?
  • Who gets the benefit?
  • Missed opportunities: What will this cost your business if you don't implement now?

Panel discussion

Implementing the LIXI valuation standards

  • The progress in 2008
  • Is Valuations 1.4 a possibility for 2008?

Panellists:

Piers Cockram, Chief Executive Officer, ValuePRO

Frank Connon, General Manager, Valuation Management Services, Sandstone Technologies

Andrew Calnin, National Valuation Manager, RP Data

5.00 pm

Closing remarks

John Hearne, Chairman, LIXI

Erik Fenna, Chief Executive Officer, LIXI

5.10 pm

Close of LIXI Industry Forum 2008

Networking drinks

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