2027 Canadian Finance Summit
Canada’s #1 Fintech Conference
- Date
- June 3, 2027
- 8:00 AM GMT-0400
- Venue
- The Quay, Toronto
Join over 500 executives to master risk, unlock growth, and define the future of credit. The 2022 Canadian Lenders Summit provides critical strategies for navigating economic shifts, focusing on innovation in Capital Markets, M&A strategies, and Faster Payments (RTP). The agenda delivers deep dives into core technologies like advanced KYC/IDV/AML compliance, leveraging alternative data for the New to Canada population, and the rapid expansion of BNPL and Embedded Finance.
This Summit is essential for senior leaders across Banks, Credit Unions, Fintech Lenders, and Tech Vendors who drive strategy and risk. Network with 500+ peers and government leaders to forge strategic partnerships, gain vital insights on Auto, Mortgage, and SMB lending, and champion DE&I in finance. Secure your place now for November 16th, 2022, at the MaRS Discovery District.
Morning Brew (40 min)
President's Welcome (10 min)
Raising in a Downturn (40 min)
Capital and M&A: Is 2023 the right time to put aside conventional thinking about M&A and take a fresh look at our industry. Can…
Capital and M&A: Is 2023 the right time to put aside conventional thinking about M&A and take a fresh look at our industry. Can we assume that any company will simply be “not for sale” over the next few years. Which companies will experience difficulty? Which parts of which businesses would tempt you? How can you put together creative deals?
The Need for Speed (40 min)
Payment & Collection: The Canadian financial sector is changing on all fronts. Key to the adoption of new services is increased speed, convenience and…
Payment & Collection: The Canadian financial sector is changing on all fronts. Key to the adoption of new services is increased speed, convenience and embedded features for both lenders and borrowers. Lenders should implement best practices in their disbursement and collections strategies by capitalizing on RTP solutions which can help lower costs and enable higher consumer satisfaction. This panel explores why lenders should be taking advantage of faster payments options to keep pace with today’s evolving consumer expectations.
David & Goliath (40 min)
Fintech <> Bank Partnerships: Partnerships are promising to radically transform the financial sector and benefit those currently underbanked or completely underserved by traditional financial…
Fintech <> Bank Partnerships: Partnerships are promising to radically transform the financial sector and benefit those currently underbanked or completely underserved by traditional financial models. Join leading technology, regulation, finance and impact experts as they discuss potential applications and predicted outcomes for the immediate and long term success of this new wave of technology.
BRIM Network Break (40 min)
Who's There? (45 min)
Fraud & Risk: How do lenders optimize their onboarding experience without making sacrifices on identity verification and decisioning? This panel will take a look…
Fraud & Risk: How do lenders optimize their onboarding experience without making sacrifices on identity verification and decisioning? This panel will take a look at Canada’s unique regulatory compliance requirements when it comes to KYC, IDV, and AML as well as technology and best practices that can be leveraged to drive a faster and safer acquisition.
RBC Lunch (60 min)
The Impact of Fintech on Auto Finance (30 min)
Automotive: How fintech is transforming the auto finance experience – from buyer to dealer to lender. Understand the role that data plays in accelerating…
Automotive: How fintech is transforming the auto finance experience – from buyer to dealer to lender. Understand the role that data plays in accelerating originations as well as derisking the underwriting and verification process. This panel brings together Canadian auto credit and technology leaders for a deep dive into the fintech industry.
Mortgage Lenders who Embrace Fintech (30 min)
Mortgage: As rates move, is mortgage industry in Canada embracing fintech as a strategy? We will discuss trends and concerns for the mortgage sector…
Mortgage: As rates move, is mortgage industry in Canada embracing fintech as a strategy? We will discuss trends and concerns for the mortgage sector and provide recommendations on how technology and innovative business practices can drive growth in your mortgage portfolio in the next two years.
Data: Innovations in Consumer Lending (30 min)
Consumer: Explore how technological advances are increasingly reducing the cost of servicing unbanked and thin file customers. In this panel, we discuss alternative and…
Consumer: Explore how technological advances are increasingly reducing the cost of servicing unbanked and thin file customers. In this panel, we discuss alternative and smart data that will unlock services for new to Canada and the credit building population.
Afternoon Schmooze (30 min)
SMB: Mom & Pop Borrower Post-COVID (30 min)
Small Business: Join us as we look at what SMB lending looks like in 2023, and how the pandemic has helped unlock the key…
Small Business: Join us as we look at what SMB lending looks like in 2023, and how the pandemic has helped unlock the key to digital transformation. Hear from our experts panelists about: What the impact of the pandemic has had on economic conditions and how it’s driving the continued need for digital transformation. How leveraging APIs can open new distribution channels and accelerate the continuous delivery of innovation.
BNPL & The New Wallet (30 min)
Buy Now Pay Later: Point of sale finance has taken Canada by storm. This instalment payment tool is revolutionizing the shopping experience across nearly…
Buy Now Pay Later: Point of sale finance has taken Canada by storm. This instalment payment tool is revolutionizing the shopping experience across nearly every industry. Join us for an online panel where we discuss technology trends and best practices for this growing industry with lending BNPL executives representing fintechs through to banks and commercial and consumer sectors.
DE&I: Changing Finance for Good (30 min)
Diversity, Equity, and Inclusion: The CLA is proud to host the DE&I in Fintech Roundtable. We believe that the industry needs to apply the…
Diversity, Equity, and Inclusion: The CLA is proud to host the DE&I in Fintech Roundtable. We believe that the industry needs to apply the same innovative thinking and commitment to solving the problem of DE&I as we do with our products and services. We need to make a conscious effort to change the balance of visible inequity in the sector with the entrepreneurial vigor we use to build our companies. Learn more about how to build an authentic climate of inclusion at this panel.
Can I buy you a beer? (60 min)
2023 Leaders-in-Lending Nominee Announcement & Photo
Step-and-repeat photos for all the award nominees. And group photo on stage.
Step-and-repeat photos for all the award nominees. And group photo on stage.