The Future of Lending™

2018 Canadian Lenders Summit

About this event

Join the 2nd Annual Canadian Lenders Summit to focus on tools, policies, and fintech solutions that demonstrate measurable ROI. The agenda is built on two crucial innovation pillars: mastering the ROI in AI for Lending (including a Google keynote) and deep dives into real-world Blockchain use cases. Gain global growth strategies, master B2B acquisition, and learn how to optimize customer engagement and drive safer, faster acquisition while managing risks like KYC, IDV, and AML compliance.

This Summit is the essential platform for senior executives and Canadian finance experts from Banks, Fintechs, Credit Unions, and Capital Providers. Engage in targeted roundtables on New Lending Tools & Capital Strategies and legal deep-dives into the changing regulatory landscape. Network with peers and thought leaders, debate the Future of Data (Open Banking), and celebrate industry excellence at the Innovative Lender of the Year Awards

Speakers

Tania Ziegler company logo
Tania Ziegler
Head of Global Benchmarking
Mark Ruddock
Jeff Mitelman company logo
Jeff Mitelman
CEO
Ali Pourdad
CEO
Diana Adachi
Co-Chair
Carole Piovesan
Lead in Artificial Intelligence
Nick Seelert
Co-founder & CTO
Elizabeth Sale
Partner
Program

Agenda

WEDNESDAY NOVEMBER 21st, 2018

8:00 AM

Private: Registration & Networking Breakfast

8:45 AM

Private: Setting the Stage

Canadian Lenders Association President and Chair welcomes participants and presents the agenda for the Summit.

Canadian Lenders Association President and Chair welcomes participants and presents the agenda for the Summit.

Gary Schwartz

Gary Schwartz

President | CEO

Gary Schwartz company
Kevin Clark

Kevin Clark

CLA Chair

Kevin Clark company
9:00 AM

Canada – A Global Review

Cambridge Centre for Alternative Finance presents lessons and insights from 2018. CCAF is partnered with the CLA to drive world-class innovative lending analysis and policy…

Cambridge Centre for Alternative Finance presents lessons and insights from 2018. CCAF is partnered with the CLA to drive world-class innovative lending analysis and policy nationally and globally.

Tania Ziegler
Keynote

Tania Ziegler

Head of Global Benchmarking

Tania Ziegler company
9:20AM

A Voice from the Future

The opening keynote by Mark Ruddock will set the stage for the day. Mark has over 20 years experience building mobile-first, customer focused businesses. Mark was…

The opening keynote by Mark Ruddock will set the stage for the day. Mark has over 20 years experience building mobile-first, customer focused businesses. Mark was CEO of 4Finance which has 3500 employees across 17 countries, generating $500MM.

Bringing a wealth of experience, Mark will talk about lessons and challenges in innovative lending space in Europe, Latin America and Asia.  He will start the day looking at growth strategies globally and discuss opportunities for the Canadian market.

Mark Ruddock

Mark Ruddock

9:45 AM

B2B Acquisition Strategies

Mini Keynote by Microsoft on innovative strategies to reduce Customer Acquisition Cost and then sit down to discuss strategies, learnings and successes with Linkedin, Progressa, Lendified and…

Mini Keynote by Microsoft on innovative strategies to reduce Customer Acquisition Cost and then sit down to discuss strategies, learnings and successes with Linkedin, Progressa, Lendified and Thinking Capital.

Kevin Clark
Moderator

Kevin Clark

CLA Chair

Kevin Clark company
Gladstone Grant
Speaker

Gladstone Grant

National Director, Microsoft Technology Centres

Gladstone Grant company
Peter Cibula
Speaker

Peter Cibula

Ali Pourdad
Speaker

Ali Pourdad

CEO

Jeff Mitelman
Speaker

Jeff Mitelman

CEO

Jeff Mitelman company
10:30 AM

Private: MORNING NETWORKING BREAK

30 minute coffee and shmooze sponsored by the AION.network.

30 minute coffee and shmooze sponsored by the AION.network.

11:00 AM

The Lending Blockchain: Case Studies & Insights

Going beyond blockchain 101, Plaza Corp, CORL, MortageBlox, SVBS and SwiftSale deep dive into lending use cases. The panel is moderated by Soumak Chatterjee, Blockchain…

Going beyond blockchain 101, Plaza Corp, CORL, MortageBlox, SVBS and SwiftSale deep dive into lending use cases. The panel is moderated by Soumak Chatterjee, Blockchain Lead at Deloitte.

Sam Kawtharani
Moderator

Sam Kawtharani

Co-Founder and CEO

Yash Mody
Speaker

Yash Mody

Blockchain Project Director

Gary Fearnall
Speaker

Gary Fearnall

CLA Committee Chair

Rahim Vishnu
Speaker

Rahim Vishnu

CEO

Soumak Chatterjee
Speaker

Soumak Chatterjee

Blockchain Lead

Diana Adachi
Speaker

Diana Adachi

Co-Chair

11:45 AM

KEYNOTE & PANEL: The ROI in Lending AI

Mini Keynote by Google on the "ROI in AI" Panel: Frank Currie, Head of Customer Engineering for Financial Services joins Norm Cappell from Savvyy, Nick Seelert…

Mini Keynote by Google on the “ROI in AI”

Panel: Frank Currie, Head of Customer Engineering for Financial Services joins Norm Cappell from Savvyy, Nick Seelert from Senso.AI and Edwin Fong Vice President, Financial Services Salesforce to discuss “Beyond the hype: how lenders can drive ROI?”  The panel is moderated by Carole Piovesan, Lead in Artificial Intelligence at McCarthy Tétrault.

Carole Piovesan
Moderator

Carole Piovesan

Lead in Artificial Intelligence

Frank Currie
Speaker

Frank Currie

Head of Customer Engineering for Financial Services

Norm Cappell
Speaker

Norm Cappell

Co-Founder

Edwin Fong
Speaker

Edwin Fong

Vice President, Financial Services

Nick Seelert
Speaker

Nick Seelert

Co-founder & CTO

12:30 PM

Private: ROI LUNCHEON

Have lunch with colleagues in the main hall. Alongside the networking luncheon, there will be optional interactive lunch session. PayNet and CLA have partnered…

Have lunch with colleagues in the main hall.

Alongside the networking luncheon, there will be optional interactive lunch session. PayNet and CLA have partnered to build a Suspicious Activity Database to allow lenders to better manage decisioning. Join PayNet in a Finding Suspicious Activity Workshop. 

1:30 PM

ROUNDTABLE 1: New Lending Tools & Capital Strategies

Choose between one of the following topics: ROUNDTABLE A: Tips on Mid-Market Lenders Seeking Capital ROUNDTABLE B: Leveraging Machine Learning and Data to Drive Results

Choose between one of the following topics:

  • ROUNDTABLE A: Tips on Mid-Market Lenders Seeking Capital
  • ROUNDTABLE B: Leveraging Machine Learning and Data to Drive Results
Romit Malhotra
Moderator

Romit Malhotra

Sr. Managing Director

Karanjit Bhugra
Speaker

Karanjit Bhugra

MD Co-Head Capital Markets

Karanjit Bhugra company
Frank Currie
Speaker

Frank Currie

Head of Customer Engineering for Financial Services

2:00 PM

ROUNDTABLE 2: Legal Deep-Dive

Choose between one of the following sessions with Ana Badour from McCarthy and Elizabeth Sales from Blakes. Both explore regulation, the changing landscape of…

Choose between one of the following sessions with Ana Badour from McCarthy and Elizabeth Sales from Blakes. Both explore regulation, the changing landscape of the law and the impact of new technology:

Choose between one of the following topics:

  • ROUNDTABLE A: Regulation, the changing landscape of the law for lenders
  • ROUNDTABLE B: Technology, the changing landscape of the law for lenders
Elizabeth Sale
Moderator

Elizabeth Sale

Partner

Ana Babour
Moderator

Ana Babour

Partner

2:30 PM

Private: AFTERNOON NETWORKING BREAK

Quick 15 minute shmooze sponsored by Salesforce.

Quick 15 minute shmooze sponsored by Salesforce.

2:45 PM

AWARDS: Innovation Announcements & Award Presentation

Amar Ahluwalia, VP Partnerships & Capital Markets, OnDeck Capital sets the stage with a mini-keynote on the role of innovation in lending. Sue Britton, head…

Amar Ahluwalia, VP Partnerships & Capital Markets, OnDeck Capital sets the stage with a mini-keynote on the role of innovation in lending. Sue Britton, head of the award selection committee and Shafiq Vallani from RBC Ventures congratulate the 10 finalists and announces the winner of the Innovative Lenders Award for 2018.

Innovative Lender of the Year Award presented by RBC Ventures

Amar Ahluwalia
Others

Amar Ahluwalia

VP Partnerships & Capital Markets

Sue Britton
Others

Sue Britton

CEO

Shafiq Vallani
Others

Shafiq Vallani

Mark Lehman
Others

Mark Lehman

Executive Director, Innovation, Science, and Economic Development Canada

3:15 PM

KEYNOTE & PANEL: Capturing the Consumer

Mini Keynote by Snap Chat on innovative strategies to drive engagement via social media. Joe Strolz sits down with principals from PayBright, Paays, Refresh and Borrowell to discuss…

  • Mini Keynote by Snap Chat on innovative strategies to drive engagement via social media.
  • Joe Strolz sits down with principals from PayBright, Paays, Refresh and Borrowell to discuss lessons learned in the market: tips, insights and war stories.
Joe Strolz
Moderator

Joe Strolz

Country Manager

David Fry
Speaker

David Fry

CEO

David Fry company
Eva Wong
Speaker

Eva Wong

Co-Founder

Michael Wendland
Speaker

Michael Wendland

CEO

Wayne Pommen
Speaker

Wayne Pommen

Chief Revenue Officer

Wayne Pommen company
4:00 PM

The Great Data Debate

Incumbent data verses new data: how do we work toward an open data economy? Kirsten Thompson, who was recently appointed by Minister of Finance Bill…

Incumbent data verses new data: how do we work toward an open data economy?

Kirsten Thompson, who was recently appointed by Minister of Finance Bill Morneau to the Government of Canada’s newly-created Advisory Committee on Open Banking, moderates the debate.

Kirsten Thompson
Moderator

Kirsten Thompson

National Lead of Transformative Technologies & Data Strategy

Kris Hansen
Speaker

Kris Hansen

CTO

Kris Hansen company
Victor Comas
Speaker

Victor Comas

VP Data Science

Dan Dickinson
Speaker

Dan Dickinson

Chief Digital Officer

Dariush Zomorrodi
Speaker

Dariush Zomorrodi

Chief Innovation Officer

4:30 PM

PANEL: Seeking Capital on the Global Stage

A discussion involving actual war stories on arranging capital for Canadian alternative lenders. Romit Malhotra, board member of the Canadian Lenders Association, moderates a…

A discussion involving actual war stories on arranging capital for Canadian alternative lenders.

Romit Malhotra, board member of the Canadian Lenders Association, moderates a panel of lenders and global institutional funders. The panel will offer key insights into the process of arranging capital for non-traditional lenders from world-class capital providers. Romit will provide first-hand insights and learnings from actual transactions.

Romit Malhotra
Moderator

Romit Malhotra

Sr. Managing Director

Rajiv Bahl
Speaker

Rajiv Bahl

Senior Partner

Garron Helman
Speaker

Garron Helman

Partner

Bryan Szemenyei
Speaker

Bryan Szemenyei

Chief Treasury

Rajan Ariyur
Speaker

Rajan Ariyur

Managing Director

James Intermont
Speaker

James Intermont

Principal

Randy Rutherford
Speaker

Randy Rutherford

Co-Founder

5:15 PM

Vice-Chair Insights & Conclusion

Jason Mullins

Jason Mullins

Former CEO

Jason Mullins company
5:20 PM

Private: NETWORK RECEPTION

Mark Lehman, Executive Director, Innovation, Science, and Economic Development Canada, Government of Canada congratulates innovative lenders nominees and the Innovative Lender of the Year…

Mark Lehman, Executive Director, Innovation, Science, and Economic Development Canada, Government of Canada congratulates innovative lenders nominees and the Innovative Lender of the Year 2018.

Location
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