Fostering stronger relationships between Connective state teams, members and our lender partners at a local level, and providing lender partners access to our brokers at a local level to develop stronger relationships .
Improve broker understanding of lender offerings, and enable brokers to provide great outcomes for their clients through increased lender policy knowledge.
A hospitality event involves social gatherings such as networking, end-of-year celebrations, horse races, or family fun days, typically cantered around drinks and creating a relaxed and enjoyable atmosphere.
These events do not have an educational piece, and have a separate budget managed by Iain Hemmings.
A local lender event focuses on Learning and Development, providing educational content like lender policy and product updates. Lenders provide presentations on specific topics, and interactive sessions for information exchange among participants. Some examples of this are a Connective Multi Lender Breakfast, Connective Networking Breakfast & Lender Speed Dating Lunch.
A local state event or local lender event includes L&D Team assistance, having have more than 15 attendees and including an educational piece or learning component.
An event with fewer than 15 brokers.
Events with fewer than 15 attendees don’t require support from the L&D team.
Completed Quarterly Spreadsheet is due in the middle of the previous quarter – refer to timelines
Approval meeting within 2 weeks of due date by Iain, Teagan/Belinda & Leaha
Approval/changes (if required) for local events sent by Brad to State Managers (SM)
SM to advise PM if any changes need to be made to their event. If no changes, you’ll be asked to start submitting your briefing documents to commence planning for your event/s.
Reminder briefs are due for upcoming event. if you would like to submit your brief for your approved event earlier, you’re more than welcome to. This will just mean we will commence planning earlier.
Briefs need to be submitted using the forms linked below. There’s a different form for each quarter - click on the appropriate form for your event.
Leaha will schedule and conduct a meeting with PM to discuss their event further.
Leaha will liaise with the venue and coordinate logistics keeping PM informed along the way.
SM will be looped in should the event appear to be going over budget.
Invitation will be sent to identified brokers only.
A second invitation to be sent to non-registered brokers (if applicable).
Leaha to share brief with PM.
Leaha to send reminder email to registrants.
Please ensure your quarterly events have been added to the main tracker by the due dates outlined here.
The quarterly spreadsheet will be locked after the due date and no further submissions will be permitted.
Watch how to complete the Local State Event Tracker here.
Complete Quarterly Spreadsheet on time.
Have conversation with your state manager to obtain support
Submit your brief 6 weeks or earlier
Promote event outside of invites i.e. through SMS or phone call.
Provide list of brokers you want participating in event to Leaha.
Lock in and liaise with lender partners.
Host event
Share attendance list/additional expenses post event.
Nurture brokers post event including sharing CPD codes.
Review the states Quarter’s events and ensure they’re appropriate prior to deadline.
Ensure all events are submitted in the Quarterly spreadsheet in accordance with timelines.
Overview of the state’s hospitality, local events and coffee clusters.
Assist with managing the state’s overall local event budget alongside Leaa
Determine what networking events are appropriate and will still be in the hospitality budget.
Arrange 1:1 meetings
Segment creation of shared invite list provided by the PM.
Customer journey creation
Venue logistics, negotiations + booking confirmation
Catering & AV
Registration page creation
eDMs creation + send (Invite, Confirmation, 48hr reminder)
2nd invitation push (if applicable)
Email enquiries via Events Inbox regarding your event
Budget management for all states
Weekly registration updates via email
CPD Applications for applicable >15 local events.
Providing PM with all the event details prior to the event
Presentation template
Post event tracking/reporting
Maintaining the Quarterly Spreadsheet with up-to-date information
Add the event to your calendar.
Use this checklist to ensure a successful event takes place!
Complete Quarterly Spreadsheet by due date
Recommend 2-3 venues
Have conversation with your state manager to obtain support
Determine # of brokers you are aiming to attend
Determine lenders to attend *Refer to 2025 Lenders and Sponsorship Levels
7 weeks before event: a reminder to submit your brief.
6 weeks before event: Brief submission deadline
Once your event is approved...
Engage with lenders who are presenting/attending and ensure they’re available and prepared for the event.
2 days before event: Promote event outside of invites sending a text or phone call
Finalise PPT deck if applicable for your event
Host the event
Record attendance via registration report shared by Event team
Day after event: Share attendance list/additional expenses with L&D team
Share CPD codes with attendees and nurture the brokers who have attended the event.
Using the 5 big banks is always a big draw card – the higher tiers can often get more traction
Try to avoid hosting an event on Monday or Friday
Stay wary of afternoon events as they tend to have a higher drop off (e.g. 3:00pm- 5:00pm) due to school drop-off.
A location that has free parking/ample parking
Centralised location for your brokers to easily commute
Start time after school drop-off
Make follow-up phone calls or texts 2 days out from the event to confirm attendance.
If aiming for 30 brokers, registration numbers should be close to 50 as we need to consider a drop off
This is a guideline based on 2023 average state event spend.
Room hire fees for private function rooms and AV costs are often additional.
If providing alcohol, Connective are required to provide food for RSA purposes.
Note that some venues have limitations around furniture availability and internal space, so not all of these will be available at every venue.
Recommended for Lender Update events
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Lender lists can be found here. Be sure to prioritise our Premium Plus, Premium, and Major sponsors
The L&D team can suggest places you have been in the past. Alternatively, trusty RSLs and hotels are a great place to start.
Each event will get approved by quarter. Should you want the planning to start earlier for your event, please consult with the state manager who will escalate your request.
Be sure to promote your event as you would for events that are part of the L&D program. This includes making phone calls and promoting your meetings. Relying solely on invitations will affect your overall attendance.
You can find each Quarterly calendar here.
Refer to the Lenders & Sponsorship Levels section found on this landing page to know which lenders should be invited to attend. Premium Plus, Premium, and Major sponsors should be prioritised.
No, there aren’t any post communications formally sent from the L&D team for any Local State events.
The L&D team and the state manager will work with you on not going over your budget for your event. This may include decreasing numbers, changing the catering type, or finding an alternative venue. In the instance that the event will still go over, approval will be required by the state manager.
6 weeks before the event or earlier. Refer to What is the process? section found on this landing page.
As you have a relationship with lenders, the sales team will have to reach out to the lenders to confirm availability/speakers/participants and advise the L&D team accordingly.
Yes, a CHL representative needs to be at the event. This could be a staff member or a funder partner. It is not compulsory for them to speak but they need to be at least one representative. Please identify who this will be in your Quarterly spreadsheet.
We suggest bringing an appropriate pull up banner or the flexi-tile frame to set up.
Visit the CPD Code Request Form through the button below
Fill in the required details about your event/training session, specifying the type and duration.
Submit the form to receive your CPD Code via email.
Refer to CPD Activities Table for guidelines.
Visit the CPD Code Request Form through the button below
Fill in the required details about your event/training session, specifying the type and duration.
Submit the form to receive your CPD Code via email.
Email membership@cafba.com.au by clicking the button below - it’ll generate an email template you can complete and send.
Await email confirmation from CAFBA.
