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Join us at the
2024 Canadian Finance Summit

On May 15th, 2024, discover how next-gen FIs are partnering with fintech to accelerate innovation.

Join over 500 banks, credit unions and fintechs in our networking hall building partnerships. The expert panels will take a deep dive into BaaS, AI, Risk, Fraud, InsurTech and much more.

View Agenda

Speakers

  • Peter Aceto Bank Transformation
  • Stephen Smith Chairperson
  • Diederik van Liere CTO
  • Mahima Poddar Group Head
  • Rob Khazzam CEO | Founder
  • Stephen Murphy Group Head
  • Baanu Ratneswaran Head, Enterprise Innovation
  • Baiju Devani SVP/VP AI
  • Jeremy Bornstein CRO
  • Armando Benitez MD & Head AI & Quantitative Engineering
  • Christine Day Chief Technology & Information Officer
  • Jennifer Arnold CEO
  • Amit Sadhu SVP, Risk
  • Jean Amiouny CEO | Founder
  • Kevin Carmichael Editor-at-Large
  • Robin Stewart Head, Business Banking Operations
  • Carol Brigham
    Carol Brigham Managing Director, Supervision
  • Brent Reynolds CEO | Founder
  • Parijat Sinha Head of Ecosystem Products | GM
  • Thomas Purves Principal, Financial Services
  • Hamid Akbari CEO
  • Ardalan Shojaei Chief Credit & Risk Officer
  • Curtis Gergley Chief Risk Officer
  • Derek Szeto Founder CEO
  • Nav Anand Head of Solutions Architecture
  • Jackie Shinfield Financial Services | Regulatory Compliance
  • Kevin Sampson
    Kevin Sampson President
  • Noah Buchman President | Co-Founder
  • Kim Krushell Co-Founder
  • Leigh Day Digital Identity Consultant
  • Anne-Marie Kelly Head of Fraud
  • Cheryl Woodburn Country Manager
  • Lora Paglia SVP, Chief Risk Officer
  • Chris Brophy Principal Risk - Banking / Financial Services
  • Moe Assaf President
  • Hanna Zaidi VP, Payments Strategy & CCO
  • Catharine Dutt Enterprise Risk Services Partner
  • Nezihe Aquino CEO | CRO
  • Kris Hansen CTO
  • Evan Chrapko CEO | Founder
  • Cato Pastoll CEO | Founder
  • Stefanie Marotta Banking Reporter
  • Yvette Wu CEO | Founder
  • Annaleigh Greene Managing Director
  • Yassir Jiwan Financial Services & Insurance
  • Fabian Serrato SVP Model, Data & AI Risk
  • Aaron Carter Executive Director, Global Collateral Finance
  • Michael Garrity Chairperson

Sponsors

Agenda

8:00am - 6:00 pm

Network Hall Concurrent

Network App

Use the Finance Events Network App to setup meetings in the Securian Networking Hall throughout the day. Schedule time in the network hall. Numbers in the app correspond with numbers on the networking area high tops.

  • LinkedIn
    Sponsored by Naehas

Registration

Continental Breakfast

9:00 - 9:20

Building a Bank

As its 8th employee, Peter Aceto helped Tangerine Bank get its banking license in 1997 and he is now on the KOHO team to help them do the same. Listen to Peter talk about how to build a bank in 2024.

  • LinkedIn
    Peter Aceto

    Bank Transformation

    KOHO

    Keynote
9:30 - 10:00

Actionable AI in Banking: Beyond the Hype

  • LinkedIn
    Thomas Purves

    Principal, Financial Services

    Lahave

    Moderator
  • LinkedIn
    Baiju Devani

    SVP/VP AI

    TD Bank

    Speaker
  • LinkedIn
    Armando Benitez

    MD & Head AI & Quantitative Engineering

    BMO Capital Markets

    Speaker
  • LinkedIn
    Christine Day

    Chief Technology & Information Officer

    Questrade

    Speaker
9:30 - 10:00 Concurrent

Creditor Insurance: An Extreme Makeover

Workshop Panel

  • LinkedIn
    Daniel Resnick

    Partner, Customer Strategy Financial Services Lead

    KPMG

    Moderator
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    Derek Szeto

    Founder CEO

    Walnut

    Speaker
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    Marc Nantel

    National Director

    Trans Global Insurance

    Speaker
10 - 10:30 Concurrent

Treasury Island: $90B in Banker's Acceptances set to transition

Grab your coffee and head to a discussion on the end of BA. With Banker Acceptances exiting and a tri-party repo system emerging, where will this money move?

  • LinkedIn
    Yvette Wu

    CEO | Founder

    Yield Exchange

    Moderator
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    Annaleigh Greene

    Managing Director

    BMO Capital Markets

    Speaker
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    Kevin Sampson

    President

    TMX | CDS

    Speaker
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    Aaron Carter

    Executive Director, Global Collateral Finance

    CIBC Capital Markets

    Speaker
Break

Morning Schmooze

  • LinkedIn
    Sponsored by Apex

    Apex Innovation Investments Ventures

10:30 - 11:00

An Interview with Stephen Smith

  • LinkedIn
    Kevin Carmichael

    Editor-at-Large

    The Logic

    Moderator
  • LinkedIn
    Stephen Smith

    Chairperson

    Fairstone Bank, Home Trust, First National

    Keynote
11:00 - 11:30

Modeling Certainty: How to Manage Price and Risk Models

  • LinkedIn
    Chris Brophy

    Principal Risk - Banking / Financial Services

    SAS Global

    Moderator
  • LinkedIn
    Curtis Gergley

    Chief Risk Officer

    Canada Guaranty

    Speaker
  • LinkedIn
    Evan Chrapko

    CEO | Founder

    Trust Science

    Speaker
  • LinkedIn
    Fabian Serrato

    SVP Model, Data & AI Risk

    Scotiabank

11:00 - 11:30 Concurrent

Beyond Recognition: A Cautionary Tale of AI and Identity Fraud

Learn how bad actors are creating generative AI deep fake videos, audio, and synthetic IDs that are impossible to detect both in person and virtually. Easy-to-access technology is changing the identity verification landscape.

  • LinkedIn
    Kim Krushell

    Co-Founder

    Treefort

    Speaker
  • LinkedIn
    Leigh Day

    Digital Identity Consultant

    Identivex

    Speaker
  • LinkedIn
    Jay Krushell

    Chief Legal Officer

    Treefort

    Speaker
11:30 - 12:00

A Sleuth's Guide to AML and Fraud

  • LinkedIn
    Anne-Marie Kelly

    Head of Fraud

    Paays

    Moderator
  • LinkedIn
    Cheryl Woodburn

    Country Manager

    Provenir

    Speaker
  • LinkedIn
    Jennifer Arnold

    CEO

    Minerva

    Speaker
  • LinkedIn
    Nezihe Aquino

    CEO | CRO

    Vancity Community Investment Bank | Vancity

    Speaker
11:30 - 12:00 Concurrent

The Great Canadian Catch-up: Tech as an Enabler

A discussion on the technology that will transform Canadian banking services from microservices through to Open Finance.

  • LinkedIn
    Yassir Jiwan

    Financial Services & Insurance

    Deloitte

    Moderator
  • LinkedIn
    Diederik van Liere

    CTO

    Wealthsimple

    Speaker
  • LinkedIn
    Sean McCarthy

    Financial Services Industry Leader

    AWS

    Speaker
  • LinkedIn
    Parijat Sinha

    Head of Ecosystem Products | GM

    FIS

    Speaker
Lunch

Lunch

  • LinkedIn
    Sponsored by Finwise Bank

    Finwise Bank

1:00 - 1:20

Off the Rails

Jeremy Bornstein, who scaled retail payments innovation at RBC and built payment dispute deflection solutions from zero to tens of millions at Mastercard, walks us through the next revolution: real-time payments and tremendous benefits it could bring the financial sector in Canada.

  • LinkedIn
    Jeremy Bornstein

    CRO

    Peoples Group

    Keynote
1:30 - 2:00

The Launch Code: Unleashing New Digital Financial Products

  • LinkedIn
    Hamid Akbari

    CEO

    Blanc Labs

    Moderator
  • LinkedIn
    Jean Amiouny

    CEO | Founder

    Shakepay

    Speaker
  • LinkedIn
    Baanu Ratneswaran

    Head, Enterprise Innovation

    TD Invent

    Speaker
  • LinkedIn
    Mahima Poddar

    Group Head

    EQ Bank

    Speaker
1:30 - 2:00 Concurrent

Watching the Kettle Boil: Preparing for the Credit Downturn

Workshop Panel

  • LinkedIn
    Samantha Simpson

    Analytics Lead

    Payson

    Speaker
  • LinkedIn
    Brent Reynolds

    CEO | Founder

    Payson

    Moderator
  • LinkedIn
    Amit Sadhu

    SVP, Risk

    RBC

    Speaker
  • LinkedIn
    Ardalan Shojaei

    Chief Credit & Risk Officer

    Fig

    Speaker
2:00 - 2:30

Taking Care of Business: The State of Business Banking

  • LinkedIn
    Stefanie Marotta

    Banking Reporter

    Globe and Mail

    Moderator
  • LinkedIn
    Rob Khazzam

    CEO | Founder

    Float

    Speaker
  • LinkedIn
    Cato Pastoll

    CEO | Founder

    Loop

    Speaker
  • LinkedIn
    Robin Stewart

    Head, Business Banking Operations

    BMO

    Speaker
2:00 - 3:00 Concurrent

A 60 Minute Playbook to Scale AI within Financial Services

Part 1: Walk through the critical phases of AI implementation, from foundational strategy development and technology assessment to talent acquisition, project portfolio management.

 

Coffee Break (5 min)

 

Part 2: Deep dive into use cases that both deliver yield high ROI and integrate smoothly with your business’ strategic priorities (while adhering to regulatory requirements).
  • LinkedIn
    Prithvi Srinivasan

    Managing Director, Advisory

    Blanc Labs

    Speaker
  • LinkedIn
    Ali Khachan

    Managing Director, AI

    Blanc Labs

    Speaker
Network

Afternoon Break

  • LinkedIn
    Sponsored by Fionic

    Fionic

    Lending-as-a-Service

3:00 - 3:30

Insight on Oversight: Regulating Canada’s Financial Infrastructure

  • LinkedIn
    Jackie Shinfield

    Financial Services | Regulatory Compliance

    Blakes

    Moderator
  • LinkedIn
    Carol Brigham

    Managing Director, Supervision

    Bank of Canada

    Speaker
  • LinkedIn
    Hanna Zaidi

    VP, Payments Strategy & CCO

    Wealthsimple

    Speaker
  • LinkedIn
    Catharine Dutt

    Enterprise Risk Services Partner

    MNP

    Speaker
3:00 - 3:30 Concurrent

Strange Bedfellows: Navigating the BaaS Revolution

  • LinkedIn
    Kris Hansen

    CTO

    Sagard

    Moderator
  • LinkedIn
    Noah Buchman

    President | Co-Founder

    Propel Holdings

    Speaker
  • LinkedIn
    Stephen Murphy

    Group Head

    CWB

    Speaker
3:30 - 3:50

Finance Award Winners Announced

The Tiffany & Co Award presented to individuals and companies:

  • LinkedIn
    EQ Bank

    Sponsored by EQ Bank

  • LinkedIn
    Mahima Poddar

    Group Head

    EQ Bank

4:00 - 5:00 Concurrent

Al Fresco Drinks

Outside with a view of the downtown cityscape, network with peers with cold wine and beer.

  • LinkedIn
    Sponsored by the CanCap Group

    CapCap Group

Details

Date

May 15th, 2024

Time

8:00 AM - 6:00 PM

Venue

The Quay, 100 Queens Quay E 3rd Floor, Toronto, Ontario