2027 Canadian Finance Summit
Canada’s #1 Fintech Conference
- Date
- June 3, 2027
- 8:00 AM GMT-0400
- Venue
- The Quay, Toronto
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
WEDNESDAY NOVEMBER 21st, 2018
Private: Registration & Networking Breakfast
Private: Setting the Stage
Canadian Lenders Association President and Chair welcomes participants and presents the agenda for the Summit.
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…
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.
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.
Private: MORNING NETWORKING BREAK
30 minute coffee and shmooze sponsored by the AION.network.
30 minute coffee and shmooze sponsored by the AION.network.
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.
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.
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.
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 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:
Private: AFTERNOON NETWORKING BREAK
Quick 15 minute shmooze sponsored by Salesforce.
Quick 15 minute shmooze sponsored by Salesforce.
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
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…
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.
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.
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.