Financial & Insurance Summit

F&I Industry Summit 2026

7:30 am - 8:00 am

Registration

8:00 am - 8:05 am

Opening

Ryan Hogarth Ryan Hogarth
8:05 am - 8:20 am

Welcome

Henry Botha Henry Botha
8:20 am - 8:45 am

Virtual Selling Finance and Insurance

Martin Lewis Martin Lewis
8:45 am - 9:15 am

Performance update of the automotive sector in 2025

Brendon Cohen Brendon Cohen
9:15 am - 9:40 am

Economic report and update of the automotive sector in 2025

Dr Paulina Mamogobo Dr Paulina Mamogobo
9:40 am - 10:10 am

The role of value-added products in strengthening the dealership ecosystem

Francisco Gaie Francisco Gaie
10:10 am - 10:40 am

The Digital F&I Office: How Technology is Reshaping Finance, Compliance and Customer Experience in Dealerships.

Liezel Strydom Liezel Strydom
10:40 am - 11:10 am

The Connected Customer: How Technology is Reshaping Consumer Expectations in Automotive Finance & Insurance

Timothy Hanafey Timothy Hanafey
11:10 am - 11:15 am

Comfort Break

11:15 am - 12:00 pm

National Credit Act (NCA)

Responsible Lending in the Automotive Sector: Navigating Affordability Assessments and Credit Risk.
- Responsible lending and consumer protection
- Affordability assessments in vehicle finance
- Credit risk management in a volatile economy
- Dealer and financier responsibilities
- Over-indebtedness and repossessions

Bongani Gwexe Bongani Gwexe
Annaline van der Poel Annaline van der Poel
12:00 pm - 12:45 pm

Financial Advisory and Intermediary Services Act (FAIS)

Advice vs Sales: Professionalising the Role of the Automotive F&I Manager
- Compliance requirements for F&I managers
- Fit and Proper requirements
- Disclosure obligations
- Treating customers fairly
- Regulatory oversight of intermediaries

Billy Seyffert Billy Seyffert
Andrea Arenz Andrea Arenz
Zelna Marx Zelna Marx
12:45 pm - 1:30 pm

Protection of Personal Information Act (POPIA

Customer Data, Digital Dealerships and POPIA: Protecting Personal Information in Automotive Finance
- Data privacy in vehicle finance applications
- Managing customer consent
- Cybersecurity risks
- Data sharing between banks, insurers, and dealers
- Digital identity verification

Dr Jabu Mtsweni Dr Jabu Mtsweni
Nthabiseng Miller Nthabiseng Miller
Inge Labuschagne Inge Labuschagne
1:30 pm - 2:00 pm

The Conduct of Financial Institutions (COFI) Bill

A single, overarching conduct law for all financial services in South Africa.
- Designed to replace or consolidate multiple laws like FAIS and insurance acts.
- Focused on market conduct + customer outcomes, not just rules.
- Cabinet approved the COFI Bill for submission to Parliament in late March / early April 2026

Juanette Richardson Juanette Richardson
2:00 pm - 2:10 pm

Break

2:10 pm - 2:55 pm

Insurance Act & Policyholder Protection Rules (PPR)

Insurance Products in Vehicle Finance: Regulation, Product Innovation and Customer Protection
- Motor insurance compliance
- Credit life insurance
- Fair Insurance for Motorists: Policyholder Protection Rules and the Future of Add-On Products
- Product governance
- Insurer accountabilit

Edite Teixeira-Mckinon Edite Teixeira-Mckinon
Mutoda Mahamba Mutoda Mahamba
2:55 pm - 3:40 pm

Financial Intelligence Centre Act (FICA)

Anti-Money Laundering in Automotive Finance: Compliance, Risk and Dealer Responsibilities
- Know Your Customer (KYC)
- Identifying suspicious transactions
- Financial crime in vehicle purchases
- Cross-border transactions
- Compliance obligations

Anri Dippenaar Anri Dippenaar
Roy Retief Roy Retief
3:40 pm - 4:25 pm

Treating Customers Fairly (TCF)

Treating Customers Fairly in Automotive Finance: Moving from Compliance to Customer Trust
- Customer outcomes
- Product suitability
- Transparency in F&I products
- Fair value for consumers

Chad Thomas Chad Thomas
Jeanine der Swardt-Breeds Jeanine der Swardt-Breeds
Zanele Mswela Zanele Mswela
4:25 pm - 4:35 pm

Comfort Break

4:35 pm - 5:05 pm

Closing the Deal: Advanced Sales Psychology, Persuasion and Negotiation Techniques That Drive Revenue

- Understanding customer psychology in high-value purchases
- Persuasion techniques that convert hesitation into commitment
- Handling objections and closing confidently
- Building trust while increasing deal value
- High-performance sales habits used by top performers

Selebogo Molefe Selebogo Molefe
5:05 pm - 5:35 pm

Mentorship that Moves the Needle: Developing F&I Talent to Drive Sales, Performance and Leadership

- Coaching F&I managers to improve performance
- Developing commercial and leadership skills
- Building confidence and ethical sales practices

Thembinkosi Pantsi Thembinkosi Pantsi
5:35 pm - 5:45 pm

Closing

Ryan Hogarth Ryan Hogarth
  • Date : May 19, 2026
  • Time : 8:00 am - 5:00 pm (Africa/Johannesburg)
  • Venue : Online