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An AI and Automation-focused event just for you!
A LIVE virtual morning event focused on skills, practical use cases, trusted tools, how to use them, and ethical considerations.
The event will show case how to use AI and what AI to use and what to look out for.
PUNCHY KEYNOTES
No more long keynotes you must sit through! The best keynote speakers are set to deliver impactful messages and insights in 30 minutes!
PANEL DISCUSSION
We address important issues and opportunities AI offers you in your practice and business.
SHOWCASES
We will show how the tools work for specific use cases
AI & Automation Agenda
Tuesday
25 March 2025
- 09:00 - Opening and Welcome
-
09:15 - Keynote - Working ON Your Business: The AI Advantage - Matthys Brits
Discover the crucial difference AI can make by using it to work on your business. See how AI tools can handle routine tasks while you focus on growth. -
09:50 - Keynote: AI, Automation & AI Automation – What’s the Difference? - Francois du Toit
Understand what makes AI, automation, and AI automation different yet complementary. Learn why these technologies should enhance your advice rather than replace it. See examples of how these tools work in practice.
- 10:20 - Comfort Break
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10:40 - Panel Discussion - Risks, Challenges & Solutions
Join our panel as they tackle the important concerns around using AI in financial planning: keeping data safe, maintaining client trust, staying compliant, and helping your team adapt. Get practical strategies for avoiding common mistakes.Panelists:
Niclaas Roets, atWORK
Rizanne Oosthuisen, ProfileMe
Tiaan Herselman, Old Mutual Wealth
Johan Vosloo, CommspaceModerator:
Francois du Toit, PROpulsion -
11:30 - Keynote - Practical Gen-AI Use Cases for Advisory Practices - Mohammad Malik
See AI in action with live demonstrations of tools like ChatGPT, Claude, and more. Learn how to use these tools for creating marketing content, improving business processes, training your team, and more.
- 12:00 - Comfort Break
-
12:15 - Keynote - Build Your Own AI Advisory Board - Mike Lysko
Learn how to create a virtual team of AI advisors tailored to your business needs. Mike will show you how to set up these systems live and share stories of how they're helping real businesses. - 12:50 - Closing and Next Steps
* Agenda and times are subject to change
Who should attend?
FSP Owners
Franchise Principals
Operations Managers
Financial Planners
Financial Advisers
Paraplanners
Consultants
Technology Officers
Compliance Officers
Office Managers
OUR SPONSORS
Bringing an amazing event to life is often impossible without the support of sponsors.
OUR MEDIA PARTNERS
A collection of live virtual sessions bringing the worlds of financial planning and technology closer than ever before.
Fully
Immersive
Global
Not The Usual Suspects
A live virtual event that promises practical insights and show cases
OUR KEYNOTE SPEAKERS
Matthys Brits
Matthys started his career in the Financial Services industry in early 2013 and quickly developed a passion for Financial Planning and the need therefor in South Africa. Matthys worked as a para-planner and advisor for the majority of his career before moving over to AdviceTech on a full time basis.
Francois du Toit
I'm a CERTIFIED FINANCIAL PLANNER® professional and founder of PROpulsion in Somerset West, South Africa. For nearly 30 years, I've been helping financial planners build better practices. These days, I'm especially passionate about making AI and technology work for planners in practical, hassle-free ways. Drawing from my experience of running my own planning practice, I now host PROpulsion LIVE on YouTube and the PROpulsion Podcast, where we explore what's working in financial planning. I've created Taxspace software and developed 91 different automations to make planners' lives easier. You'll also find my articles in Blue Chip, Money Marketing, and FA News. My mission is to change lives at scale. I love taking complicated things (like business, AI and tech) and making them super practical for financial planners. My motto? Stay curious and raise the bar!
Mohammad Malik
Mohammad is a powerhouse of digital transformation, revolutionizing the financial services industry as the Head of Technology and Enablement at SFP. With a razor-sharp vision for innovation, he leads groundbreaking initiatives that streamline operations, enhance efficiency, and future-proof the business with cutting-edge technologies for sustainable growth. His career is a masterclass in transformation—having seamlessly redefined Compliance and Operations, he has turned complex challenges into high-impact, tech-driven solutions. His journey is anything but conventional: starting in pure sciences, he carved his own path into the corporate world, rising to become a leader in financial services. Armed with a BSc, a PgD in Compliance, and an MBA in Entrepreneurship and Digital Transformation from the University of Johannesburg, he blends deep technical expertise with strategic leadership. Add to that an Honors degree in Forensics from WITS and a soon-to-be-completed DPhil in Digital Transformation, and you have a leader whose knowledge is as dynamic as his ambition. Further sharpening his edge, he has completed executive programs at UCT, USB-ED, and Harvard, solidifying his status as a thought leader in the financial services and digital space. Beyond the boardroom, Mohammad spends time scaling mountains as an avid hiker, pushing limits in the gym, and exploring new frontiers through travel and sports.
Mike Lysko
I’m Mike, CEO and Founder of Flock and proud Dad of Twin girls. I’ve been an entrepreneur from a young age and started my first business in school called Hot Soup, an events business that hosted music concerts, product launches and curated experiences for events ranging from 50 to 5,000 attendees. I’ve been in the trenches and not afraid to roll up my sleeves to get the work done when needed. I enjoy building and working with teams across product, operations, sales and marketing, driving the vision and strategy set as a leader. I launched Flock in 2015 which has helped over 800 customers across 54 countries with over 1 million people using our event technology. Flock is an online Eventing Platform that makes it easy to build websites, mobile apps and engagement tools for Event Planners. When I’m not wearing the CEO hat and on Dad duty, I enjoy producing and mixing music which has been a passion since my school days.
OUR PANELISTS AND FACILITATOR
Panel Discussion 1 -
Risks, Challenges, and Solutions
Niclaas Roets
Niclaas Roets holds a BCom (Hons), MCom in Accounting Sciences, and a Postgraduate qualification in Financial Planning. He started his career in auditing, but his real passion was understanding how businesses grow and adapt. That led him to leadership, where he spent several years as CEO of a higher education institution, driving strategic growth. Now, as CEO of atWORK, Niclaas is focused on helping financial advisors build efficient, future-ready practices. He’s passionate about simplifying compliance, optimising workflows, and giving advisors the tools to focus on their clients - not admin.
Rizanne Oosthuisen
Rizanne Oosthuisen is the founder and CEO of ProfileMe.app, South Africa’s top-rated Adviser Technology and Client Engagement platform. She is dedicated to human-centric design and digital innovation, continually striving to develop more effective ways to improve client engagement and digital trust between professionals and their clients.
Johan Vosloo
Johan is a technologist with an entrepreneurial spirit and a passion for creating intelligent software to automate manual, labour-intensive tasks that provide real business value. In 2006 he started working on a side-project to solve the problem of tracking and splitting commission for a single financial advice practice. After seeing the enthusiastic response of the early users, he decided to develop it into a fully-fledged revenue management and analytics solution for the broader independent financial advice sector in South Africa. Today Commspace is used by hundreds of independent financial advice practices, ranging from solo advisers to large bank groups. Johan firmly believes that culture eats strategy for breakfast - that leading by example, radiating authenticity and treating people like people and not resources are the foundations of a great workplace characterised by a focus on outcomes, innovation and fun, rather than clock-watching and micromanagement. Johan has a double major in Computer Science and Psychology and a background in software development, design and architecture spanning the better part of two decades, having primarily worked in blue chip banks and insurance companies in South Africa and Europe before leaving the corporate world behind to focus on Commspace full time.
Tiaan Herselman
Tiaan Herselman is the Head of Advice and Proposition at Old Mutual Wealth. He holds a BCom Financial Planning (cum laude); Post Graduate Diploma in Financial Planning and an Advanced Post Graduate Diploma in Estate Planning. He is also a CERTIFIED FINANCIAL PLANNER® and has spent the last 13 years in the financial services industry during which he started out his career as a financial planner and then moved into the financial planning fintech and thought leadership landscape. He is currently busy completing his MBA at the University of Johannesburg. He has a passion for financial planning and is a strong advocate for making clients aware of the value of financial planning advice.
Will I earn CPD points?
YES!
We applied for CPD approval and will update the approval shortly.
CPD categories:
Ethics and Practice Standards: TBC
Technical: TBC
General: TBC
Will the event be recorded?
YES!
All sessions will be available to watch on our website afterwards.
However, you will only earn CPD when attending the live event.
TICKETS
Tickets
R 495 incl. VAT
per ticket
On sale from
4 March 2025
PROpulsion Members
PROpulsion members receive a complimentary ticket. No need to purchase a ticket.
Book Your Ticket(s) Here
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