Day One - Wednesday 16th September 2026

SESSION 1: BUILDING COMPETENCY AS A SENIOR LEADER AND BENCH STRENGTH OF THE ORGANISATION

An executive-level session designed to strengthen senior leadership capability while intentionally developing a robust leadership bench to ensure the organisation’s long-term resilience, performance, and succession readiness.

SPEAKER: Simon Monks, Previously Managing Partner, Caldwell/Johnson Partners

SESSION 2: PROJECT GOVERNANCE AND EXECUTION

A practical leadership session focused on strengthening project governance and execution by effectively implementing new systems, streamlining processes, and ensuring the timely, high quality delivery of strategic projects.

SPEAKER: Catherine Fletcher, Partner, Mosaic Financial Services

Day Two - Tuesday 22nd September 2026

SESSION 1: PURPOSE AND LEADING PEOPLE THROUGH RAPID CHANGE

A first-hand leadership perspective on turnaround and growth from former Managing Director of Skellerup, sharing insights on leading people through a disciplined approach. Purpose for any organisation followed by true customer focus to drive productivity and improve (and share) long-term performance.

SPEAKER: David Mair, Managing Director, Sanford – former Managing Director, Skellerup

SESSION 2: CHANGING THE BUSINESS MODEL

A strategic leadership session on reinventing the business model, focused on how organisations adapt to changing market dynamics, emerging technologies, and customer expectations. The session explores practical approaches to redesigning value propositions, unlocking new revenue streams, and leading transformation with clarity and confidence.

SPEAKER: TBA

Day Three - Wednesday 21st October 2026

SPEAKER: Blair Turnbull, CEO, Milford Asset Management

SESSION 2: CYBER AND IT RISK MANAGEMENT

A high-impact executive conversation with Mark Peterson, reflecting on his leadership experience at NZX to examine cyber and IT risk management, why it is a critical board and executive priority, and how leaders can strengthen resilience, governance, and decision‑making in an increasingly complex digital risk landscape.

SPEAKER: Mark Peterson, Former CEO, NZX

Day Four - Wednesday 4th November 2026

SESSION 1: ADAPTIVE STRATEGY

A session on leading strategy in complex, changing environments. Drawing on work with finance organisations, including NZ Guardians, Steve explores why traditional planning falls short in high-stakes settings and introduces Adaptive Strategy, a framework grounded in complexity theory that helps leaders make decisions, build shared understanding, and act when the path forward isn’t clear.

SPEAKER: Steven McCrone, Managing Director, AGLX Asia-Pacific

SESSION 2: CREATING VALUE IN INVESTEE COMPANIES

A practical session on how Direct Capital operates as an active shareholder to create value across portfolio companies. Heath outlines how a company’s “game plan” and value creation plan are developed, key areas of focus to drive performance, and how progress is assessed through disciplined quarterly reviews. The session highlights how investors partner with management to align strategy, prioritise initiatives, and deliver sustained growth.

SPEAKER: Heath Kerr, Managing Partner, Direct Capital