May 17th, 2023. We are building a new bank. What will it look like? How can next-gen FIs partner with fintech to accelerate innovation?
Join over 500 bankers and fintechs in Toronto on May 17th to grow your network and take part in the future of banking!
Speakers
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Gayle Ramsay
Head, Everyday Banking, Segment & Customer Growth
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Daniel Eberhard
Founder CEO
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Jeff Adamson
Co-founder
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Hanna Zaidi
VP, Payments Strategy & CCO
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Angela Sim
Chief Technology Resiliency, Experience, Operations Officer
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Cyrielle Chiron
SVP Strategy
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Shivanki Singh
Senior Director, PayPlan
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Liz Billyard-Armstrong
Chief Risk Officer
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Jonah Chininga
Founder
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Martin Basiri
Founder
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Stephen Uwazota
Sustainable Finance
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Abdullah Choudhry
Founder
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Randeep Purewal
Founder
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Tracy Molino
Counsel
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Mohamad Sawwaf
Founder
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Matthew Ayearst
Sustainable Finance
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Kris Hansen
CTO
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Lawrence Krimker
CEO | Founder
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Cheryl Woodburn
Country Manager
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Brian Weiner
VP Head of Product | Digital
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Gary Schwartz
President | CEO
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Stephanie Hughes
Finance Reporter
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Chris Matichuk
Chief Technology Officer
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Jeremy Kronick
Dir., Monetary & Financial Services
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Mark Newman
CEO Founder
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Derek Szeto
Founder CEO
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James Nauss
Head of Product & Strategy
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Nicole Hunter
Chief Commercial Officer
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John Trivieri
CRO
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Joshuah Lebacq
Principal, Venture Capital
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Mena Bellofiore
Partner
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Andrea Neufeld
COO
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Eddy Ortiz
VP, Innovation
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Mostafa Elhefnawy
GM
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Kevin Carmichael
Editor-at-Large
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Morgan Toane
DE&I Lead
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Mauricio Deutsch
Banking Canada
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Amit Sadhu
SVP, Risk
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Brendan O’Driscoll
Chief Product Officer
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Barry O’Connell
Managing Director, Americas
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Damien Charbonneau
Co-Founder
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Heather Kay
Financial Services Public Policy
Sponsors
Agenda
8:00 am - 5:00 pm
Morning Brew
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Sponsored by CLA
Canadian Lenders Association
#TheFutureofLending
Setting up the day
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Gary Schwartz
President | CEO
Canadian Lenders Association
Upper-Level Networking
Networking: Use the Bankers Summit App to setup meetings on the Upper Level throughout the day.
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Powered by Fionic
Latte Networking
#ReshapingConsumerCredit
Macro-Economic Headwinds
Mini Keynote: Navigating 2024. Are the winds picking up?
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Jeremy Kronick
Dir., Monetary & Financial Services
CD Howe Institute
Speaker
Challenger Accepted
Fireside | New Banks: Setting the stage for the day, Kevin Carmichael, the Editor-in-Chief of the Financial Post will sit down with senior executives from KOHO, Wealthsimple and Neo Financial to discuss key themes that will reappear during discussions on and off the stage.
Neobanks are shaking up the traditional banking landscape in Canada, offering innovative products and services that appeal to younger, tech-savvy consumers. These FIs are leveraging technology and digital channels to provide a more streamlined, customer-focused banking experience, and are increasingly becoming an important player in the Canadian financial services industry.
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Kevin Carmichael
Editor-at-Large
The Logic
Moderator
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Brendan O’Driscoll
Chief Product Officer
KOHO
Speaker
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Hanna Zaidi
VP, Payments Strategy & CCO
Wealthsimple
Speaker
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James Nauss
Head of Product & Strategy
Neo Financial
Speaker
Product (R)evolution
Panel | Product Partnerships: We follow the process of launching a new product from idea to implementation. Follow the fascinating journey of evaluating and assembling partnerships to create a net new fintech product inside a bank.
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Shivanki Singh
Senior Director, PayPlan
RBC
Speaker
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Eddy Ortiz
VP, Innovation
RBC
Speaker
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Brian Weiner
VP Head of Product | Digital
VISA
Speaker
Morning Schmooze
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Powered by Infosys
Network Coffee
#ForwardwithInfosys
Money Does Grow on Trees!
Workshop | Sustainable Finance: With COP ecosystem commitments, companies will finally need to have the systems in place to measure and report on their Scope 3 impact. To date, the banking sectors’ response has been ad hoc. Is there a framework for the future? Workshop with experts on how to best position your company. (Upper Level)
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Abdullah Choudhry
Founder
Arbor
Speaker
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Stephen Uwazota
Sustainable Finance
Scotiabank
Speaker
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Matthew Ayearst
Sustainable Finance
CGI
Moderator
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Yingzhi Sarah Tang
Research Associate
Institute For Sustainable Finance
Moderator
BaaS to the Future
Panel | BaaS: In recent years, Banking as a Service (BaaS) has emerged as a key disruptor in the financial services industry globally. What is the Canadian landscape and how can BaaS accelerate banking services as more companies seek to offer financial products and services to their customers in 2024?
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Stephanie Hughes
Finance Reporter
Financial Post
Moderator
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Joshuah Lebacq
Principal, Venture Capital
National Bank
Speaker
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Kris Hansen
CTO
Sagard
Moderator
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Cyrielle Chiron
SVP Strategy
Peoples Group
Speaker
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Jeff Adamson
Co-founder
Neo Financial
Speaker
Decisioning in a Downturn
Mini-Keynote | Underwriting Insights: Thriving in a downturn requires greater diligence and skill than during more favourable economic times. What risk decisioning capabilities and partnership can be deployed internally and cascaded externally?
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Mark Newman
CEO Founder
Fionic
Speaker
Lending Deep Dive
Panel | Lending: The lending industry is facing an increasingly turbulent macro-economic headwinds. With rising interest rates, global trade tensions, and political uncertainty abroad and at home, how are lending companies navigating with innovative decisioning technologies, sophisticated risk assessment techniques, and strategic business tactics?
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Andrea Neufeld
COO
Paays
Moderator
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Nicole Hunter
Chief Commercial Officer
Fairstone Bank
Speaker
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Chris Matichuk
Chief Technology Officer
Trust Science
Speaker
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Cheryl Woodburn
Country Manager
Provenir
Speaker
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Gayle Ramsay
Head, Everyday Banking, Segment & Customer Growth
BMO
Speaker
Network Lunch
Changing Work for Good
Workshop | DE&I: Approaching diversity, equity, and inclusion (DE&I) requires a multifaceted strategy that involves analyzing, planning, and implementing change across all levels of an organization. At its core, DE&I is about creating an environment where a diverse group of individuals feel they have a voice and a seat at the table. Addressing DE&I is a very human problem that requires both qualitative research and quantitative metrics and KPIs; and while DE&I cannot be reduced to numbers alone, data can be a powerful tool to gain insight into an organization’s climate of inclusion. This session will be a deep dive on how FIs and fintechs can collect and analyze DE&I data to measure progress, identify areas for improvement, and hold leaders accountable for outcomes. (Upper Level)
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Randeep Purewal
Founder
Divercial
Moderator
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Margaret Adekunle
CEO Founder
CLC
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Morgan Toane
DE&I Lead
KOHO
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Dean Velentzas
DE&I Roundtable Chair
Canadian Lenders Association
Moderator
New-to-Canada
Panel | Servicing New Canadians: This panel discussion will explore how financial services providers are adapting to meet the needs of the growing demographic of new-to-Canada (immigration) and new-to-credit (youth). Our expert panelists will discuss the latest trends and innovations this sector, including products tailored to the needs of foreign students and new immigrants. This is such a fascinating panel and core to everyone business strategy in 2024.
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Gary Schwartz
President | CEO
Canadian Lenders Association
Moderator
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Martin Basiri
Founder
Applyboard | Passage
Speaker
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Jonah Chininga
Founder
Woveo
Speaker
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Mohamad Sawwaf
Founder
Manzil
Speaker
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Amit Sadhu
SVP, Risk
RBC
Speaker
Avoiding Speed Bumps
Workshop | Policy: Blakes will run a policy workshop on how best to navigate regulation in a fast-moving Canadian market providing insights, and discussing strategies to adapt to the ever-changing regulatory environment. We will discuss new regulatory developments, emerging challenges, and best practices for compliance. Participants can explore topics such as anti-money laundering regulations, data privacy laws, consumer protection rules, and cybersecurity standards. By engaging in this workshop, financial companies can gain a better understanding of the regulatory landscape, enhance their risk management capabilities, and build networks of collaboration and support. (Upper Level)
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Mena Bellofiore
Partner
Blakes
Moderator
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Tracy Molino
Counsel
Blakes
Moderator
Core Values
Panel | Modernizing Core Banking: Leaders in core banking solutions explore how banks should be thinking about modernizing their core stack and integrating with new sources of data.
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Barry O’Connell
Managing Director, Americas
Thought Machine
Moderator
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John Trivieri
CRO
Meridian Credit Union
Speaker
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Mauricio Deutsch
Banking Canada
GFT
Speaker -
Angela Sim
Chief Technology Resiliency, Experience, Operations Officer
BMO
Speaker
Build vs. Embed
Panel | Embedded Finance: By embedding financial services into other applications and services, such as e-commerce platforms, social media apps, and even cars, we are moving towards a future where financial services are seamlessly integrated into our daily lives. This will result in a more personalized, convenient, and efficient financial experience for consumers, as they will be able to access financial services whenever and wherever they need them. Embedded finance creates new revenue streams without interrupting the consumer journey.
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Heather Kay
Financial Services Public Policy
AWS
Moderator
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Derek Szeto
Founder CEO
Walnut
Speaker
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Damien Charbonneau
Co-Founder
Nesto
Speaker
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Mostafa Elhefnawy
GM
Super.com
Speaker
In Closing
Congratulate 2023 Leaders-in-Lending Award Winners & Announce the 2024 Bankers Awards.
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CLA
Canadian Lenders Association
#TheFutureofLending
Can I buy you a beer?
Networking Drinks
Details
Date
May 17, 2023
Time
8:00 am – 5:00 pm
Venue
MaRS Discovery District
101 College St, Toronto, ON M5G 1L7
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