Omnia FS Roundtable

Event Overview

Date

8 July 2026

Location

The Meat & Wine Co, Sydney CBD

Event type

Client networking / Relationship building

Event organiser

Self Hosted - The Omnia Collective

Objective

To gather unfiltered, "straight talk" insights from ten senior financial services leaders regarding their expectations of professional services partners. The core focus is to uncover what is working, what is not, and what consulting firms must "stop getting wrong." Ultimately, these insights will directly shape how Omnia positions its strategic value, delivers across the industry, and navigates emerging frontiers like the future of AI.

Target personas

High-level executives across the financial services ecosystem who hold the mandate for governance, risk, technology infrastructure, data assets, and large-scale transformation.

• Board & Governance: Non-Executive Board Members, Chairs of Audit & Risk Committees, and Governance Directors (e.g., Karina Kwan, Julie Garland).

• Data & Technology Leaders: Chief Technology Officers (CTOs) and Chief Data & Analytics Officers (CDAOs) (e.g., Rob Wilson, Rolee Satayam).

• Risk & Compliance Executives: Chief Risk Officers (CROs) overseeing regulated change (e.g., Stephanie Lyons).

• Operations & Transformation Directors: Chief Operating Officers (COOs) and Senior Program Directors driving execution (e.g., Dave McQueen, Theo Panagopoulos).

• Business Unit Leaders: Divisional Directors, Managing Directors, and Retail Senior Executives holding P&L accountability (e.g., Tarun Shewaram, Stewart Creighton, Greg Dalton).

Target accounts

A mix of Tier 1 and Tier 2 banks, specialised lenders, insurance giants, major superannuation funds, state treasury corporations, and high-growth fintech platforms.

Topic

The conversation is structured around a holistic, 360-degree view of financial services ("every angle in the room, all at once"). The dialogue will explicitly bridge the gap between high-level board oversight and ground-level technical execution.

Core Discussion Anchors:

• The AI Frontier: Honest dialogue on where AI is actually heading in financial services versus the industry hype, and what true "good" looks like from a consulting partner helping to implement it.

• The Execution Gap: What consulting firms consistently get wrong during large-scale transformation, technology integration, and data/analytics rollouts.

• Regulated Change & Governance: Balancing aggressive transformation and AI adoption with robust board oversight, risk mitigation, and compliance.

• Strategic vs. Transactional Value: Identifying the exact inflection points that elevate a professional services firm from a transactional "body shop" to a trusted strategic partner.

Investment

AU$2,200.00

Crew on the day