BCCM Leaders' Summit

Monday, 17 November 2014 to Tuesday, 18 November 2014 from 5:00 PM - 9:00 PM

InterContinental Melbourne The Rialto, Melbourne, Australia

 

The BCCM Leaders' Summit will provide high level roundtable discussions on the key challenges facing the sector, stimulating strong debate about issues that challenge our economy and businesses daily such as the challenge of ‘capital’ and finding new markets to colonise. Participants must pre-register for the roundtables and Challenge Breakouts and numbers are strictly limited to ensure an inclusive conversation.

Join these speakers and dialogue leaders:

BCCM (Taste of Australia) Dinner, 17 November

Dinner Speakers

BCCM Leaders' Summit, Rising to the challenge: Prosperous Business, Prosperous Nation, 18 November

Welcome

Opening Remarks

Launch of the National Mutual Report and Top 100

Opening Plenary

The CEO Dialogues

Challenge Breakouts

Meeting the Global Challenge Co-operatively - International Blueprint and Report from the Quebec Summit

  • Greg Wall, Group CEO, Capricorn, Director, International Co-op Alliance.

Closing Plenary

Australian Co-operative & Mutual Sector Plan: Blueprint for an Enterprising Nation Launch

Speakers

Dr John Hewson, former Liberal Party leader and Executive Chairman, Shartru Capital

Opening Address: "How to advance a fair and competitive Australia";

Panel discussion: "Sticky Money: co-ops, competition & corporate diversity"

Dr John Hewson is an economic and financial expert with experience in academia, business, government, media and the financial system. John spent a total of 17 years with the University of NSW and Macquarie University and is currently a Professor and Chair, Tax and Transfer Policy Institute, in the Crawford School, ANU. John has worked as a company director and business consultant and held the roles of Shadow Finance Minister, Shadow Treasurer and Shadow Minister for Industry and Commerce, as well as the position of Leader of the Liberal Party and Federal Coalition in Opposition for four years. John now runs his own private investment banking business. He is Chairman of GSA, Signature Gold, Shartru Capital and Shartru Wealth. He is also Chairman of two major charities, Osteoporosis Australia and KidsXpress.

The Hon. Angus Taylor MP, Member for Hume

"Taste of Australia" Industry Dinner Speaker 

Angus Taylor MP is the federal member for Hume, with a background in agriculture and business consulting. Prior to entering parliament at the 2013 election he was a partner of McKinsey & Co., and a director of Port Jackson Partners. Angus has a high profile on agricultural policy issues, and late in 2012 he authored a landmark report: "Greener Pastures: The Global Soft Commodity Opportunity for Australia and New Zealand."

Peter Hunt, Chief Executive Officer, Mutuo (UK)

Peter founded Mutuo in 2001 as the first cross mutual sector body to promote mutual business to opinion formers and decision makers. 

Peter led the Parliamentary teams which piloted four private members bills through the UK Parliament, working with all parties to update co-operative & mutual law and encouraging employee ownership. He is a founder member of the management board of the Oxford Centre for Mutual and Employee-owned business. In 2011, he advised the UK Coalition Government on its plans to mutualise Post Office Ltd and in 2012 published the report of the Ownership Commission, a two-year study into corporate diversity.

Dr Andrew Crane, Chief Executive Officer, CBH Group & BCCM Chairman 

Dr Andrew Crane joined grain marketer, Grain Pool Pty Ltd, in 2001. 

He was appointed General Manager of Grain Pool (now CBH Group Marketing and Trading) when it merged with the CBH Group in 2003, responsible for the operation of Grain Pool including accumulation, trading and marketing of barley, canola and lupins under a 'single desk' export licence, and the growth of the wheat business following the deregulation of Australia's grain export industry. Andrew was appointed Chief Executive Officer of the CBH Group in April 2009. 

 

Liz Green, Senior VP, Communications, International Co-operative and Mutual Insurance Federation (ICMIF)

Liz joined ICMIF in 2012 as Senior Vice President of Communications, and last year led a project that delivered the world's first Global Reputation Audit of the Cooperative and Mutual Insurance Sector , giving ICMIF members an insight into the qualities, strengths and drivers of the sector's reputation, compared to the stock sector.

Earlier this year she was appointed head of ICMIF’s new 'External Relations Unit’, which focuses on influencing strategies centred around world policy makers including G20, B20, OECD, United Nations and World Bank.

Les Hems, Director - Climate Change and Sustainability Services, EY

Les is a Director within the Climate Change and Sustainability Services team of EY (Ernst & Young). He recently transferred from the Net Balance Research Institute, where he was the inaugural Director of Research and Development.

Les specialises in applied research to inform the development of innovative solutions to create lasting societal impact for clients and their stakeholders with a focus on strategically important issues, theories and trends which have the potential to transform government, businesses, not-for-profit organisations, co-operatives and mutuals, and social enterprises.

Over the past 5 years Les has focused on developing innovative approaches to addressing Australia’s social problems including social impact bonds, hybrid organisations, collective impact and creating shared value.

Brett Kelly, Chief Executive Officer, Norco

Mr Brett Kelly was appointed as the Chief Executive Office of Norco in September 2008.

Brett has over 25 years experience in business management, holding several CEO and senior management roles prior to Norco in industries such as Pharmaceuticals, International Brand Retailing, FMCG’s and Wholesale. Brett has a strong focus on business development and achieving both strategic and commercial KPI outcomes as set by the Norco Board. Brett has built a very strong and capable Senior Management Team at Norco which has been integral to the ongoing success of Norco over the past seven years.

 

Dr Elena Mamouni Limnios, Assistant Professor, University of Western Australia Business School

Elena currently serves part time as Assistant Professor at the UWA business school. Elena teaches Small Business Management and Marketing Principles at the Masters of Commerce.
She has studied some of the largest co-operatives and mutuals in Australia and overseas, and has published widely in co-operative management, governance, marketing, and financing. Elena has served as board advisor for a leading engineering consulting business in Greece since 2004, and is currently the board secretary at Chrysalis Montessori School at WA and a co-opted member at the UWA Academic Board.

 

Jamie McPhee, Chief Executive Officer, ME Bank 

Jamie’s 25 year career in banking and finance began with London based merchant bank Wallace Smith Trust Company.

He returned to Adelaide in 1988 and joined the Co-operative Building Society within the Treasury Department. In 1994 the building society converted to the Adelaide Bank and in December 2006 Jamie was appointed Group Managing Director.

Following the merger of Adelaide Bank and Bendigo Bank in November 2007, Jamie was appointed Executive Director of the merged company. He joined ME Bank as Chief Executive in February 2010.


Rade Musulin, COO, Aon Benfield Analytics Asia Pacific 

Rade is Chief Operating Officer of Aon Benfield Analytics Asia Pacific, which provides analysis of catastrophic events, large injury claims, risk transfer strategies and the cost of risk transfer for Aon clients in Australia and New Zealand.

Until May 2006, Rade was Vice President of Operations, Public Affairs, &Reinsurance of the Florida Farm Bureau Insurance Companies, USA. He represented the Farm Bureau before various governmental agencies at state and federal levels. He has held prominent positions in insurance industry trade organisations and the US actuarial profession.

Rade has authored a number of papers for academic journals and magazines on various actuarial and public policy issues. He is currently the Casualty Actuarial Society Liaison to the Australian Institute of Actuaries and serves on several committees for the actuarial profession.

Kimina Lyall, Group Executive, Corporate Development, Australian Unity 

Ms Lyall joined Australian Unity in 2007. Appointed as Group Executive – Corporate Development in August 2008, she is responsible for group strategy, corporate communications, member relations and the development of the corporate brand. She is director of Australian Unity Retirement Living Services

Limited and Australian Unity Personal Financial Services Limited.

Prior to joining Australian Unity Ms Lyall worked for Time Australia and The Australian newspaper, where she held senior reporting, foreign correspondent and management positions. She holds positions in voluntary capacity as director and company secretary of the Dart Centre for Journalism and Trauma (Asia Pacific).

 

Tim Mazzarol, Winthrop Professor, University of Western Australia Business School

Tim Mazzarol is a Winthrop Professor specialising in entrepreneurship, innovation, small business management, marketing and strategy. He is a Qualified Practising Market Researcher (QPMR) with the Australian Market and Social Research Society (AMSRS). In 2012 Tim was elected President of SEAANZ following several years as a member of its Executive Committee.

Tim has ten years of experience with the Department of Foreign Affairs and Trade including three years in the Australian Embassy Bangkok as Second Secretary.
 
 
Melina Morrison, CEO, Business Council of Co-operatives and Mutuals
 
Melina was appointed inaugural CEO of the Business Council of Co-operatives and Mutuals (BCCM) in July 2013. From 2010-2013, Melina was a member of the national Steering Committee and a director of the International Year of Co-operatives (IYC) 2012 Secretariat that developed Australia’s program of IYC activities.
 
Melina is also a founding director of Social Business Australia, established in 2009 to increase recognition of the added value of member based business in the national economy. For the last ten years, Melina has headed media campaigns for co-operative organisations, including the global peak body, the International Co-operative Alliance (ICA).

 

Wally Newman, Director, CBH Group

Wally Newman has been a Director of the CBH Group Board since August 2000, was the Deputy Chairman from 2008-2012 before assuming the role of Chairman in August 2014. 

He was also Chairman of CBH subsidiary Bulkwest in 2002 and is currently Chairman of the Board's Communication Committee and a member of the Remuneration and Nomination Committee.
Wally is a farmer from Newdegate in Western Australia's grainbelt. A Director of several private companies, he is renowned as the instigator of the popular Newdegate Machinery Field Days and is currently a committee member and its former president.

 

Professor Greg Patmore, Professor of Business and Labour History, University of Sydney Business School

Greg Patmore is Professor of Business and Labour History and Director of the Business and Labour History Group and the Co-operative Research Group (CRG) in the School of Business, The University of Sydney. 

He also chairs the School's Ethics Committee. Amongst other projects focusing on co-operative comminities, Greg is researching the history of Rochdale consumer co-operatives in Australia, in conjuctions with Nikola Balnave from Macquarie University.

He is also researching the history of the Berkeley Co-operative in California, which was the largest consumer co-operative in North America.

 

John Picot, Chief Executive, Consult Point

John Picot joined Consult Point with leadership experience in social enterprise moving from community based financial services to eventually head up the St Vincent de Paul Society in NSW. He led the modernization of that organisation’s structure, systems and services - a challenge many in the Mutual and Cooperative movement have today.

John’s broader industry involvement has been with importing, wholesale, distribution, retail, financial services and community services. As an Associate of the Business Council of Co-operatives and Mutuals, John brings a deep understanding of board and executive dynamics and strategies to enable organisational transformation.

Damien Walsh, Managing Director, bankmecu

With more than 20 years mutual banking experience in a range of executive management roles, Damien was appointed CEO and Managing Director of bankmecu on the day it became Australia’s first customer owned bank on 1 September 2011.

Damien previously served as General Manager of Corporate Services for 8 years, also holding the position of Company Secretary. During this time Damien led mecu Limited to become the first Australian credit union to be issued with an investment grade credit rating from International Rating Agency Standard & Poor’s.

Damien champions a more responsible approach to banking and strong stewardship of the Bank’s wealth.

 

Greg Wall, Group CEO, Capricorn, Director, International Co-op Alliance

Greg joined Capricorn in 2011 with extensive experience, particularly in the Mutual and Cooperative sector. For over 30 years Greg has been driving success to a number of institutions including 10 years as CEO of StateWest Credit Society Ltd, Managing Director of Home Building Society and executive roles at Challenge Bank.

Greg was instrumental in the formation of the Business Councils of Cooperatives and Mutuals in Australia and is now a director. Recently, Greg was elected to the International Co-operative Alliance (ICA), the global peak body for the co-operative movement. Greg is the first Australian representative to the Board of the ICA.


The Hon. Nick Xenophon, Independent Senator for South Australia

Since commencing in politics in 1997, Nick has worked to fight the spread of poker machines. He has also campaigned on issues where individuals and communities weren’t getting a fair go, including asbestos victims, victims of crime and land tax. 

Nick left state politics to run in the November 2007 Federal Election because he believes that he can do more for South Australians in the Senate on key issues such as gambling regulation and water. Nick was the first Independent to be elected to the Senate in a generation. 


In the 2013 Federal Election where Nick was up for re-election in the Senate, the Nick Xenophon Group polled 25% of the overall vote in South Australia, polling higher than the Labor Party as a whole and almost on par with the Liberal Party.

 

Su McCluskey, CEO, Regional Australia Institute

Su McCluskey is the CEO of the Regional Australia Institute (RAI), the first national independent policy think tank devoted to regional issues. Su is also a member of the Competition Policy Review Panel.

Su joined the RAI from the Council of Rural Research and Development Corporations where she served for three years as CEO.

Su was recently named the winner of the 2013 Australian Financial Review and Westpac Regional Women of Influence Award and the 2014 winner of the Women in Australian Agribusiness outstanding contribution to policy category.

 

Peter Knock, CEO, The Co-op

Peter has worked with some of the country’s largest public and privately owned chains. 

He created Australia’s largest online B2B catering marketplace dealing with many of Australia’s top 1,000 companies.
Peter was appointed as a director of the Business Council of Co-operatives and Mutuals on 8 March 2013.

 

Mark Degotardi, Acting Chief Executive Officer, Customer Owned Banking Association

Mark is the Acting CEO for the Customer Owned Banking Association and has worked for COBA and its predecessors for almost 12 years. COBA represents credit unions, mutual banks and building societies across Australia – collectively these institutions have more than four million customers and nearly $90 billion in assets. COBA’s primary role is to advocate for and support the customer owned banking sector as relevant, thriving and growing providers of retail banking and financial services.

Shaun Larkin, Managing Director, HCF 

Shaun was appointed managing director of the Hospitals Contribution Fund of Australia (HCF) and Manchester Unity in July 2010. He was also appointed to the Board of HCF Life Insurance in July 2010.

After serving as a General Manager in a number of executive roles in December 2009, he was selected to be the next Managing Director.

Shaun is currently a Commissioner on the Australian Commission on Safety and Quality in Healthcare (ACSQHC). Shaun was appointed as a director of the Business Council of Co-operatives and Mutuals in August 2013.

Ramsey Margolis, Director, Huia C•D•S

Recently returned from the Quebec International Summit of Cooperatives where he chaired a forum on opportunities for cooperatives and mutuals arising from demographic change, Ramsey Margolis is a Cooperative Business Development Strategist and Founder of Huia C•D•S. From 2006–2013 he served as Executive Director of Cooperative Business NZ (formerly NZ Co-ops Assn), and was on the Board of Managers of DotCooperation LLC from 2008–2011.

 

Martin May, Director, CommunityElco

Martin has over 30 years experience in financial markets, management and more recently working with community groups, including as a Director of the Hepburn Wind Park Co-operative where he was also Treasurer during the final capital raising, construction and commissioning of Australia’s first community owned wind farm.

Martin has extensive experience raising capital for a variety of investments and is currently working to develop a community based start up enterprise that aims to enable the development and operation and retailing of community owned renewable energy assets, an outcome about which he is passionate.

 

Tony Connon, Strategic Adviser to the Group Managing Director, Australian Unity

Mr Connon joined Australian Unity in 1995 as Chief Financial Officer. In 2014, as Strategic Adviser to the Group Managing Director, he assumed a new role in which he develops and assists Mergers and Acquisitions activity throughout the group as well as the major funding initiatives required for execution.

Mr Connon has more than 30 years’ experience in senior finance and administrative roles within various organisations. Before joining Australian Unity, Mr Connon was financial controller of the Australian Wheat Board.

 

Robert Poole, Executive General Manager, Shareholder Relations, Murray Goulburn

Robert Poole is Executive General Manager Shareholder Relations for Murray Goulburn Co-operative (MG) - Australia's largest dairy company. MG has approximately 2,500 suppliers, 2,400 employees and in 2013/14 achieved revenue of A$2.9 billion.

Robert is President of the Australian Dairy Products Federation (ADPF) the peak body representing dairy companies. Robert has spent 20 years in agribusiness including roles with Rural Finance and the Australian Dairy Farmers Federation.

 

David Jordan, Chairman, Voluntary Parents Services Co-operative

David Jordan is the Chairman of Voluntary Parents Services Co-operative, a co-operative formed by a group of School P&C Presidents to provide business services to school communities including banking, accounting, HR and Insurance. VPS is also acting as an aggregator to get a better price for products and services for school communities.

David is also the CEO of Solutions4Strategy, providing systems to support the next generation of corporate reporting integrating strategic planning, regulatory reporting and financial reporting.

 

Adrian Watts, Chairman, National Health Co-operative

Adrian Watts is Chairman of the National Health Co-op, Corporate Director of the National Australia Day Council and Independent Audit Committee member of the Central Land Council. The National Health Co-op is a not-for-profit member owned business providing affordable health services. 

Commencing in January 2010 with one doctor, we now employ 37 medical staff across five clinics, servicing over 28,000 members representing 7 percent of the Canberra population and maintaining a 10 percent growth rate per quarter.

 

Cath Ingram, Chairman of the Canberra Office, Government, KPMG

Cath is the KPMG Chairman of Partners, for the Canberra Office which is the centre of excellence for government. As the Lead Partner responsible for Federal Government, Cath has over 27 years’ experience in the delivery of professional services to the Public Sector. Cath is the Partner responsible for Contestability & Commissioning and exploring new innovative models of public sector service delivery. Cath has extensive experience in complex reform programs where there are multiple stakeholders, critical IT infrastructure and significant change. She is also a Registered Company Auditor with experience in governance, risk and assurance.

 

Colin Heavyside, Chairman, Capricorn

Colin was elected to the Capricorn Society Board in 2004 after first becoming a member in 1989. 

He has served as Chairman of Capricorn since 2010, and is a Member of the Capricorn Remuneration and Nomination Committee. Colin is also a director of Capricorn Mutual Ltd, and serves on other boards unaffiliated with Capricorn.
Colin he has served in many capacities, including as national chairman of the Australian Service Station Association (ASSA), Board member of the Federal Industrial Council for the retail automotive industry, President of the Motor Trades Association of South Australia, Board member for the Motor Trades Association (SA) Group Training Scheme and as a director of the MTAA Superannuation Fund.

Judith Downes, Chairman, bankmecu

Judith Chairman of bankmecu, a role she has held since April 2014. 

Judith also serves as a Non-executive director of Devine Ltd; and as a Member of the Finance Committee, University of Melbourne. Judith’s previous experience includes roles as CFO of Alumina Ltd, CFO and COO, Institutional Division of ANZ, and Member of IFRS Advisory Council.

 

Tony Stuart, Group CEO, NRMA Motoring & Services

Tony Stuart is the Group Chief Executive Officer of NRMA Motoring & Services, Australia’s largest Customer owned company.

Fostering a culture of growth and support both within the business and with Members is central to Tony’s vision. Engaging staff in the communities where they work has helped to drive NRMA’s staff volunteer numbers to sit above the corporate average in Australia.

Tony serves on a number of Boards including Australian Motoring Services, the Business Council of Cooperatives and Mutuals and the Starlight Children’s Foundation.

Philip Tracy, Chairman, Murray Goulburn

Philip W. Tracy was elected to the Murray Goulburn Board in 2009 and elected Chairman in 2011.

He is also Chairman of the Remuneration and Nominations Committee and a member of the Supplier Relations Committee.

Philip is a dairy farmer, milking 800 cows at Yanakie in Gippsland, Victoria. He is a Chartered Accountant and has a Bachelor of Economics and Commerce and is a graduate of the Australian Institute of Company Directors.

Yvonne Howie, Chairman, The Co-op

Currently, Yvonne is CEO, NSW, for The CEO Institute, a membership organisation for CEOs and senior executives, a leading network of business leaders, with 1000 members nationally and over 350 in Sydney. It enhances leadership skills for members via its CEO syndicate program, and via its Future CEO program in small peer groups. She has had this role for 8 years and in that time membership has more than doubled.
Yvonne has been a senior PR executive, and a non executive director, and director and owner of various private companies in finance, PR and marketing.

Jane Flemming OAM 

"Taste of Australia" Industry Dinner MC 

Jane Flemming is managing director and proprietor of the sponsorship and marketing company, Flemming Promotions, which provides marketing advice to corporations in Australia and the UK.

Jane a well-known Australian sporting personality as a dual Olympian, dual Commonwealth Games Gold medallist and dual Silver medallist. As part of her community work she presently has a major advice and design role in the start-up community health initiative, Live Life Get Active! Live Life Get Active looks to build a fitter, healthier and happier Australia by delivering free health, fitness and nutritional initiatives both online and in the parks, suburbs and cities of Australia. Jane also devotes a significant amount of her time to charities including the Humpty Dumpty Foundation, The National Breast Cancer Foundation, The Australian Children’s Music Foundation and Westmead Children’s Hospital.

Jane was awarded the Medal of the Order of Australia for her services to Athletics and the community in 2014.

Cassandra Wilkinson, Columnist, The Australian

Cassandra is a Board Member of Human Capital Project, a Columnist with the Australian and a regularcommentator, SkyNews and the Bolt Report. She is also a Director of Music NSW and President of FBi Radio.

As a Senior Adviser to the Premier of NSW, Cassandra worked on strategic policy projects and was instrumental in the development of Social Impact Bonds. She then spent two years as Business Development Manager for Social Finance, culminating in a successful Social Benefit Bond tender. Prior roles saw Cassandra as a Director of Rail & Freight for the NSW Government and Director, Economics at Deloitte.

Peter Wilkinson, Managing Director, Wilkinson Group

Peter Wilkinson is a former current affairs journalist of over 30 years experience, and now one of Sydney’s leading marketing and PR/Crisis specialists. Peter has been a producer and reporter on Australia’s top television current affairs programs (Channel Nine’s 60 Minutes, A Current Affair; ABC’s Four Corners, This Day Tonight).

Peter is currently MD of Wilkinson Group and Chairman of Etched Communications.