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Join us at the
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.

  • Sponsored by Naehas

    LinkedIn
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.

  • Peter Aceto

    Bank Transformation

    KOHO

    LinkedIn Keynote
9:30 - 10:00

Actionable AI in Banking: Beyond the Hype

  • Thomas Purves

    Principal, Financial Services

    Lahave

    LinkedIn Moderator
  • Baiju Devani

    SVP/VP AI

    TD Bank

    LinkedIn Speaker
  • Armando Benitez

    MD & Head AI & Quantitative Engineering

    BMO Capital Markets

    LinkedIn Speaker
  • Christine Day

    Chief Technology & Information Officer

    Questrade

    LinkedIn Speaker
9:30 - 10:00 Concurrent

Creditor Insurance: An Extreme Makeover

Workshop Panel

  • Daniel Resnick

    Partner, Customer Strategy Financial Services Lead

    KPMG

    LinkedIn Moderator
  • Derek Szeto

    Founder CEO

    Walnut

    LinkedIn Speaker
  • Marc Nantel

    National Director

    Trans Global Insurance

    LinkedIn 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?

  • Yvette Wu

    CEO | Founder

    Yield Exchange

    LinkedIn Moderator
  • Annaleigh Greene

    Managing Director

    BMO Capital Markets

    LinkedIn Speaker
  • Kevin Sampson

    President

    TMX | CDS

    Speaker
  • Aaron Carter

    Executive Director, Global Collateral Finance

    CIBC Capital Markets

    LinkedIn Speaker
Break

Morning Schmooze

  • Sponsored by Apex

    Apex Innovation Investments Ventures

    LinkedIn
10:30 - 11:00

An Interview with Stephen Smith

  • Kevin Carmichael

    Editor-at-Large

    The Logic

    LinkedIn Moderator
  • Stephen Smith

    Chairperson

    Fairstone Bank, Home Trust, First National

    LinkedIn Keynote
11:00 - 11:30

Modeling Certainty: How to Manage Price and Risk Models

  • Chris Brophy

    Principal Risk - Banking / Financial Services

    SAS Global

    LinkedIn Moderator
  • Curtis Gergley

    Chief Risk Officer

    Canada Guaranty

    LinkedIn Speaker
  • Evan Chrapko

    CEO | Founder

    Trust Science

    LinkedIn Speaker
  • Fabian Serrato

    SVP Model, Data & AI Risk

    Scotiabank

    LinkedIn
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.

  • Kim Krushell

    Co-Founder

    Treefort

    LinkedIn Speaker
  • Leigh Day

    Digital Identity Consultant

    Identivex

    LinkedIn Speaker
  • Jay Krushell

    Chief Legal Officer

    Treefort

    LinkedIn Speaker
11:30 - 12:00

A Sleuth’s Guide to AML and Fraud

  • Anne-Marie Kelly

    Head of Fraud

    Paays

    LinkedIn Moderator
  • Cheryl Woodburn

    Country Manager

    Provenir

    LinkedIn Speaker
  • Jennifer Arnold

    CEO

    Minerva

    LinkedIn Speaker
  • Nezihe Aquino

    CEO | CRO

    Vancity Community Investment Bank | Vancity

    LinkedIn 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.

  • Yassir Jiwan

    Financial Services & Insurance

    Deloitte

    LinkedIn Moderator
  • Diederik van Liere

    CTO

    Wealthsimple

    LinkedIn Speaker
  • Sean McCarthy

    Financial Services Industry Leader

    AWS

    LinkedIn Speaker
  • Parijat Sinha

    Head of Ecosystem Products | GM

    FIS

    LinkedIn Speaker
Lunch

Lunch

  • Sponsored by Finwise Bank

    Finwise Bank

    LinkedIn
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.

  • Jeremy Bornstein

    CRO

    Peoples Group

    LinkedIn Keynote
1:30 - 2:00

The Launch Code: Unleashing New Digital Financial Products

  • Hamid Akbari

    CEO

    Blanc Labs

    LinkedIn Moderator
  • Jean Amiouny

    CEO | Founder

    Shakepay

    LinkedIn Speaker
  • Baanu Ratneswaran

    Head, Enterprise Innovation

    TD Invent

    LinkedIn Speaker
  • Mahima Poddar

    Group Head

    EQ Bank

    LinkedIn Speaker
1:30 - 2:00 Concurrent

Watching the Kettle Boil: Preparing for the Credit Downturn

Workshop Panel

  • Samantha Simpson

    Analytics Lead

    Payson

    LinkedIn Speaker
  • Brent Reynolds

    CEO | Founder

    Payson

    LinkedIn Moderator
  • Amit Sadhu

    SVP, Risk

    RBC

    LinkedIn Speaker
  • Ardalan Shojaei

    Chief Credit & Risk Officer

    Fig

    LinkedIn Speaker
2:00 - 2:30

Taking Care of Business: The State of Business Banking

  • Stefanie Marotta

    Banking Reporter

    Globe and Mail

    LinkedIn Moderator
  • Rob Khazzam

    CEO | Founder

    Float

    LinkedIn Speaker
  • Cato Pastoll

    CEO | Founder

    Loop

    LinkedIn Speaker
  • Robin Stewart

    Head, Business Banking Operations

    BMO

    LinkedIn 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).
  • Prithvi Srinivasan

    Managing Director, Advisory

    Blanc Labs

    LinkedIn Speaker
  • Ali Khachan

    Managing Director, AI

    Blanc Labs

    LinkedIn Speaker
Network

Afternoon Break

  • Sponsored by Fionic

    Fionic

    Lending-as-a-Service

    LinkedIn
3:00 - 3:30

Insight on Oversight: Regulating Canada’s Financial Infrastructure

  • Jackie Shinfield

    Financial Services | Regulatory Compliance

    Blakes

    LinkedIn Moderator
  • Carol Brigham

    Managing Director, Supervision

    Bank of Canada

    Speaker
  • Hanna Zaidi

    VP, Payments Strategy & CCO

    Wealthsimple

    LinkedIn Speaker
  • Catharine Dutt

    Enterprise Risk Services Partner

    MNP

    LinkedIn Speaker
3:00 - 3:30 Concurrent

Strange Bedfellows: Navigating the BaaS Revolution

  • Kris Hansen

    CTO

    Sagard

    LinkedIn Moderator
  • Noah Buchman

    President | Co-Founder

    Propel Holdings

    LinkedIn Speaker
  • Stephen Murphy

    Group Head

    CWB

    LinkedIn Speaker
3:30 - 3:50

Finance Award Winners Announced

The Tiffany & Co Award presented to individuals and companies:

  • EQ Bank

    Sponsored by EQ Bank

  • Mahima Poddar

    Group Head

    EQ Bank

    LinkedIn
4:00 - 5:00 Concurrent

Al Fresco Drinks

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

  • Sponsored by the CanCap Group

    CapCap Group

    LinkedIn

Details

Date

May 15th, 2024

Time

8:00 AM - 6:00 PM

Venue

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

Limited Seats

From CAD 300.00