INFINZ

✨ Empowering & Elevating Women in Finance ✨ Yesterday, we kicked off our Empower & Elevate series hosted by Financial Services Council New Zealand, FSC's Empower Women, and INFINZ. Attendees gained powerful insights on self-leadership from inspiring speakers Natalie Ferguson, Juliet Tainui-Hernandez, and Ginny Openshaw, with Tracey Walker expertly facilitating. A big thank you to our speakers and everyone who joined us. Here’s to more events empowering women in finance! Jim McElwain Will Goodwin Sarah Raudkivi Minhinnick Leah Scales Stephan Deschamps Kirk Hope Carolyn Ng Mahina Puketapu Stephen Ridgewell Jane Standage John Vanderbom Tracey Walker Andrew Woodward Bernice Archer Iona Gibbs Kirsty King Penne Clayton MStJ JP

You're Invited: INFINZ AGM & End of Year Drinks 🎉 Event Details: Date: Wednesday, 20 November 2024 Time: 5.30 pm – 7.30 pm (Networking from 5.30 pm, AGM at 6.00 pm) Location: Wētā Workshop Uncorked, Level 5/88 Federal Street, Auckland City The event is complimentary for INFINZ members, so come along and celebrate the year’s achievements with us. To register, please visit our website: https://lnkd.in/gGr-VW5D or reach out to support@infinz.com. Jim McElwain Will Goodwin Sarah Raudkivi Minhinnick Leah Scales Stephan Deschamps Kirk Hope Carolyn Ng Mahina Puketapu Stephen Ridgewell Jane Standage John Vanderbom Tracey Walker Andrew Woodward Bernice Archer Iona Gibbs Kirsty King Penne Clayton MStJ JP

INFINZ, in partnership with USX, invites members and USX guests to join us for End of Year Drinks. Event Details: Date: Wednesday, 27 November 2024 Time: 5:30 pm – 7:30 pm Location: Foxglove Games Room, 33 Queens Wharf, Wellington Complimentary for INFINZ members and USX guests. To register, please visit our website: https://lnkd.in/gf6d7Ywy or reach out to support@infinz.com. We look forward to seeing you there and celebrating a successful year with you! Jim McElwain Will Goodwin Sarah Raudkivi Minhinnick Leah Scales Stephan Deschamps Kirk Hope Carolyn Ng Mahina Puketapu Stephen Ridgewell Jane Standage John Vanderbom Tracey Walker Andrew Woodward Bernice Archer Iona Gibbs Kirsty King Penne Clayton MStJ JP

Applications Now Open for the Wellington Next Directors Programme! Are you an aspiring senior leader or interested in governance roles? The INFINZ Wellington Next Directors Programme is designed to develop and mentor emerging leaders like you, providing a clear pathway to senior leadership and board opportunities. Why Apply? ♦ Gain insights into how boards operate and map out your journey towards senior roles. ♦ Build the confidence and skills to make meaningful contributions to boards and senior management. ♦ Benefit from a 12-month mentorship with an experienced mentor who understands the areas you want to grow in. ♦ Join a strong network within the industry, connecting with alumni, speakers, and mentors. With 12 CPD Hours and a focus on practical tools and knowledge, this programme is ideal for those looking to make a real impact. Programme Details Dates: Three half-day sessions from April to June 2025 Location: Wellington CBD Application Deadline: 7 March 2025 For detailed programme information and to apply, visit our website: https://lnkd.in/gPMqFe6S or email Faith Taylor at support@infinz.com. Jim McElwain Will Goodwin Sarah Raudkivi Minhinnick Leah Scales Stephan Deschamps Kirk Hope Carolyn Ng Mahina Puketapu Stephen Ridgewell Jane Standage John Vanderbom Tracey Walker Andrew Woodward Bernice Archer Iona Gibbs Kirsty King Penne Clayton MStJ JP

Transform Your Financial Analysis Skills with Python! Our 10-week online Python for Financial Analysis masterclass is crafted specifically for finance professionals who want to integrate programming into their analytical skillset. No prior coding experience? No problem. This course is designed for beginners with a foundation in financial analysis, guiding you from the fundamentals to practical applications in financial modelling. What You’ll Gain: ✳ A solid foundation in Python, the leading language for data analysis and financial modelling ✳ Hands-on experience with real-world finance projects, from building discounted cash flow models to portfolio optimisation using live stock data ✳ Skills in data manipulation, automation, and visualisation, enabling you to tackle complex financial data with ease Course Content: Starting from the basics, this course progresses through five structured modules, each building on the last to deepen your understanding: 1️⃣ Programming Basics – Operators, data structures, and flow control. 2️⃣ Advanced Control & Methods – Lists, dictionaries, and efficient comparisons. 3️⃣ Functions – Writing reusable code for consistent, automated analysis. 4️⃣ Data Manipulation with Pandas – Using Python’s most popular library to handle and analyse data. 5️⃣ Financial Modelling with Pandas – From data aggregation to forecasting and optimisation for financial applications. Weekly Commitment: 1 x 90-minute live online lecture 1 x 60-minute small group workshop 2 hours of homework with direct feedback from our course presenter Meet the Presenter: Chris Crow, Crow Advisory An experienced economist and former PwC trainer, Chris brings practical expertise in quantitative modelling across diverse sectors. His approachable teaching style makes complex concepts accessible, guiding you through every step. Details: 🔹 March – June 2025 🔹 45 CPD hours 🔹 Ideal for financial analysts, portfolio managers, risk managers, and more 🔹 Discounts for INFINZ members and group registrations For more information and to register, please visit our website: https://lnkd.in/gn3k_4ph or email Faith Taylor at support@infinz.com Jim McElwain Will Goodwin Sarah Raudkivi Minhinnick Leah Scales Stephan Deschamps Kirk Hope Carolyn Ng Mahina Puketapu Stephen Ridgewell Jane Standage John Vanderbom Tracey Walker Andrew Woodward Bernice Archer Iona Gibbs Kirsty King Penne Clayton MStJ JP

Congratulations Cameron Waller happy to support excellence amongst the student community. Massey University Sasha Molchanov Bernice Archer Will Goodwin Sarah Raudkivi Minhinnick

Calling Aspiring CFOs and Emerging Financial Leaders! Join us for a one-day intensive masterclass, CFO Fundamentals: NZX Listed Companies, designed to deepen your understanding of the CFO role in NZX-listed companies and prepare you to meet the strategic and operational challenges unique to listed environments. 🗓️ Date: Thursday, 8 May 2025 📍 Location: Chapman Tripp, PwC Tower, Auckland CBD ⏰ Time: 8:30am – 5:30pm (Networking & drinks till 7pm) 🎓 CPD Hours: 8 Our esteemed speakers include: Kathryn Waugh (nee Hall), CFO, Oceania Healthcare Graham Law, CFO, NZX Limited Alexa Preston, CFO, Channel Infrastructure NZ Rachel Dunne, Partner, Chapman Tripp Jason Hollingworth, CFO, Vector Limited Stephan Deschamps, CFO, Freightways Lee Marshall, Managing Partner, Hunter Campbell Nicola Mirza, Managing Partner, Johnson Partners NZ Phillippa Harford, Chair, One New Zealand Anthony Quirk, Chair, Milford Asset Management Topics covered will span strategic thinking, ESG integration, risk management, capital allocation, and board collaboration – with invaluable insights from seasoned CFOs and industry leaders. For more information and to register please visit our webiste: https://lnkd.in/g5apjYKj or contact Faith Taylor at support@infinz.com. Jim McElwain Will Goodwin Sarah Raudkivi Minhinnick Leah Scales Stephan Deschamps Kirk Hope Carolyn Ng Mahina Puketapu Stephen Ridgewell Jane Standage John Vanderbom Tracey Walker Andrew Woodward Bernice Archer Iona Gibbs Kirsty King Penne Clayton MStJ JP

Navigate Climate Disclosures with Confidence! Understanding climate-related disclosures is now more critical than ever for investors, lenders, and creditors. Join us on 28th November in Auckland for the Climate Statement Analysis 101 masterclass - an intensive, one-day course where you’ll gain the insights needed to make informed, impactful decisions. Why Attend? 🌱 Gain practical expertise on: 🌱 Interpreting Climate Statements to understand risks and opportunities. 🌱 Critiquing transition plans for a low-emissions future. 🌱 Using climate disclosures to support strategic investment and lending choices. You’ll be learning from industry experts like: Andrew Jamieson (PwC New Zealand) Erica Miles (Facilitator, West Nine Consulting) Hunter Douglas (PwC) Jacco Moison (Financial Markets Authority - New Zealand) Jackson Rowland (Aotearoa New Zealand Stewardship Code) Judy Ryan (External Reporting Board) Michael van Zijl (Financial Markets Authority - New Zealand) Olaf Adam (Westpac New Zealand) Sue Walker (Harbour Asset Management) Details: Date: Thursday, 28 November Location: Westpac on Takutai Square, Britomart, Auckland CBD Time: 8:30 AM - 5:00 PM CPD: 8 hours For more detailed information on the session topics, please visit our website: https://lnkd.in/ggB-6Xb8 or contact Faith Taylor at support@infinz.com Jim McElwain Will Goodwin Sarah Raudkivi Minhinnick Leah Scales Stephan Deschamps Kirk Hope Carolyn Ng Mahina Puketapu Stephen Ridgewell Jane Standage John Vanderbom Tracey Walker Andrew Woodward Bernice Archer Iona Gibbs Kirsty King Penne Clayton MStJ JP

A huge thank you to everyone who joined us for the INFINZ Emerging Leaders Group 'State of Play' event with Jessica Mutch McKay! The energy and engagement from the audience were fantastic – the Q&A could have easily continued for another 30 minutes. Jessica shared a fresh and unique perspective on our industry, underscoring the value of bringing in voices from different sectors. It was a powerful reminder of the innovation and new ideas that come from welcoming diverse backgrounds into our field. Attendees were also treated to some fascinating political predictions – but these insights are exclusive to those at INFINZ events 😉 If you missed this one, make sure to join us at the next! Thank you to Jessica for an engaging discussion and to everyone who contributed to making this event a success. Nigel Grant Annie Zhang Mei Zi Ho Jennifer Chee, CFA Lee Marshall Daniela Bossard Fran Burley Jim McElwain Will Goodwin Sarah Raudkivi Minhinnick Stephan Deschamps Kirk Hope Carolyn Ng Mahina Puketapu Stephen Ridgewell Jane Standage John Vanderbom Tracey Walker Andrew Woodward Bernice Archer Iona Gibbs Faith Taylor Kirsty King Penne Clayton MStJ JP

Join us in exploring the future of social investment in Aotearoa New Zealand! We’re excited to invite you to our upcoming panel discussion: Developing a Successful Social Investment Market. This is a fantastic opportunity to hear directly from leaders in sustainable finance and social impact about the key components, challenges, and growth opportunities in NZ’s social investment landscape. Date: Tuesday, 19 November 2024 Time: 12:30 pm Location: ANZ, Level 18, 171 Featherston Street, Wellington City Complimentary for INFINZ members Non-members: $80 (incl. GST) Meet Our Speakers: 🌱 Jamie Newth – CEO & Founder of Soul Capital 🌱 Nicola Nation – CEO, The Ākina Foundation 🌱 Tuhi Leef – CEO/Tumu Whakarae, Pillars Ka Pou Whakahou Moderator: 🌱Dean Spicer, CFA – Head of Sustainable Finance NZ, ANZ Whether you're involved in finance, social enterprise, or simply passionate about creating impactful investment solutions, this is a discussion you won’t want to miss! To register, visit our website https://lnkd.in/gNS_TUKW or email Faith at support@infinz.com Jim McElwain Will Goodwin Sarah Raudkivi Minhinnick Stephan Deschamps Kirk Hope Carolyn Ng Mahina Puketapu Stephen Ridgewell Jane Standage John Vanderbom Tracey Walker Andrew Woodward Bernice Archer Iona Gibbs Faith Taylor Kirsty King Penne Clayton MStJ JP