2023 Canadian Finance Summit

May 17, 2023 8:00 AM - 5:00 PM MaRS Discovery District, Toronto
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About this event

Join us at
2023 Bankers Summit

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

Gayle Ramsay company logo
Gayle Ramsay
SVP Data & Analytics
Daniel Eberhard company logo
Daniel Eberhard
CEO
Jeff Adamson company logo
Jeff Adamson
Co-founder
Hanna Zaidi company logo
Hanna Zaidi
VP, Payments Strategy & CCO
Angela Sim company logo
Angela Sim
Chief Technology Resiliency, Experience, Operations Officer
Cyrielle Chiron company logo
Cyrielle Chiron
SVP Strategy
Shivanki Singh company logo
Shivanki Singh
Senior Director, PayPlan
Liz Billyard-Armstrong company logo
Liz Billyard-Armstrong
Chief Risk Officer
Jonah Chininga company logo
Jonah Chininga
Founder
Martin Basiri company logo
Martin Basiri
Founder
Stephen Uwazota company logo
Stephen Uwazota
Sustainable Finance
Abdullah Choudhry company logo
Abdullah Choudhry
Founder
Randeep Purewal company logo
Randeep Purewal
Founder
Tracy Molino company logo
Tracy Molino
Counsel
Mohamad Sawwaf company logo
Mohamad Sawwaf
Founder
Matthew Ayearst company logo
Matthew Ayearst
Sustainable Finance
Kris Hansen company logo
Kris Hansen
CTO
Lawrence Krimker
CEO
Cheryl Woodburn company logo
Cheryl Woodburn
Country Manager
Brian Weiner company logo
Brian Weiner
VP Head of Product | Digital
Gary Schwartz company logo
Gary Schwartz
President | CEO
Stephanie Hughes company logo
Stephanie Hughes
Finance Reporter
Chris Matichuk company logo
Chris Matichuk
Chief Technology Officer
Jeremy Kronick company logo
Jeremy Kronick
Dir., Monetary & Financial Services
Mark Newman company logo
Mark Newman
CEO Founder
Derek Szeto company logo
Derek Szeto
CEO
James Nauss
James Nauss company logo
James Nauss
Head of Product & Strategy
Nicole Hunter company logo
Nicole Hunter
Chief Commercial Officer
John Trivieri company logo
John Trivieri
CRO
Joshuah Lebacq company logo
Joshuah Lebacq
Principal, Venture Capital
Mena Bellofiore company logo
Mena Bellofiore
Partner
Andrea Neufeld company logo
Andrea Neufeld
COO
Eddy Ortiz company logo
Eddy Ortiz
VP, Innovation
Mostafa Elhefnawy company logo
Mostafa Elhefnawy
GM
Kevin Carmichael company logo
Kevin Carmichael
Editor-at-Large
Morgan Toane company logo
Morgan Toane
DE&I Lead
Mauricio Deutsch
Mauricio Deutsch company logo
Mauricio Deutsch
Banking Canada
Amit Sadhu company logo
Amit Sadhu
SVP Risk
Brendan O’Driscoll company logo
Brendan O’Driscoll
Chief Product Officer
Barry O’Connell company logo
Barry O’Connell
Managing Director, Americas
Damien Charbonneau company logo
Damien Charbonneau
Co-Founder
Heather Kay company logo
Heather Kay
Financial Services Public Policy

Partners powering the room

Gold Sponsors
Silver Sponsors
Bronze Sponsors
Supporting Sponsors
Wicked Ventures
Postmedia
Program

Agenda

8:00 am - 5:00 pm

7:45 - 8:45

Private: Morning Brew

8:45 - 9:00

Private: Setting up the day

9:00 - 3:00

Private: Upper-Level Networking

Networking: Use the Bankers Summit App to setup meetings on the Upper Level throughout the day.

Networking: Use the Bankers Summit App to setup meetings on the Upper Level throughout the day.

9:00 - 9:15

Macro-Economic Headwinds

Mini Keynote: Navigating 2024. Are the winds picking up?

Mini Keynote: Navigating 2024. Are the winds picking up?

9:15 - 10:00

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…

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.

Kevin Carmichael
Moderator

Kevin Carmichael

Editor-at-Large

Kevin Carmichael company
Brendan O’Driscoll
Speaker

Brendan O’Driscoll

Chief Product Officer

Brendan O’Driscoll company
Hanna Zaidi
Speaker

Hanna Zaidi

VP, Payments Strategy & CCO

Hanna Zaidi company
James Nauss

James Nauss

Head of Product & Strategy

James Nauss company
10:00 - 10:30

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…

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.

10:30 - 11:00

Private: Morning Schmooze

10:30 - 11:15

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…

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)

11:00 - 11:45

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…

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?

11:45 - 12:00

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…

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?

12:00 - 12:30

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…

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?

12:30 - 1:30

Private: Network Lunch

1:30 - 2:15

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…

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)

1:30 - 2:00

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…

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.

2:30 - 3:15

Private: 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…

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)

2:00 - 2:30

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…

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.

2:30 - 3:00

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…

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.

3:00 - 3:15

Private: In Closing

Congratulate 2023 Leaders-in-Lending Award Winners & Announce the 2024 Bankers Awards.

Congratulate 2023 Leaders-in-Lending Award Winners & Announce the 2024 Bankers Awards.

3:15 - 5:00

Private: Can I buy you a beer?

Networking Drinks

Networking Drinks

Location

MaRS Discovery District

Impark MaRS Discovery District Lot 340, College Street, Old Toronto, Toronto, ON M5G 1L7, Canada

Toronto, Ontario M5G 1L7

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