Join over 250 banks, credit unions, lenders, investors and fintechs to advance Climate Risk Stress Testing and Sustainable Finance in Canada. See you on September 12th. We will be launching the B-15 Industry Playbook at the event. (See the 2023 sold-out event.)

 

 

Speakers

  • Michael Jantzi

    ISSB Board Member

  • Sarah Thompson

    MD, Global Head of Sustainable Finance

  • Kim Brand

    VP & Global Head, Sustainability

  • Jonathan Hackett

    MD | Head of Sustainable Finance

  • Stephane Tardif

    OSFI MD, Climate Risk Division

  • Holly Heglin

    Head of AI Product & Strategy

  • Meigan Terry

    SVP, Chief Sustainability Officer

  • Lorraine Audsley

    SVP | Chief Risk | Sustainability Officer

  • Johanna Bradie

    Director, Climate Risk Modelling

  • Holly Henning Wood

    Sr. Director, Stakeholder Engagement, Climate Strategy

  • Nancy Goudreau

    Managing Director, Sustainable Finance

  • Ron Dembo

    Founder CEO

  • Edward Olson

    Partner, National Leader, ESG

  • Sanders Lazier

    CEO | Founder

  • Gillian Lofts

    Global Sustainability Leader

  • Katerina Kindyni

    CLA Board Member | Financial Services Sustainability Lead

  • Andrea Amaize

    Director, Risk | Sustainability Consulting

  • Alex Todorovic

    CEO | Founder

  • Michael Leventis

    Director, Climate Risk Analytics

  • Amr Addas

    Sr. Director, Sustainable Finance & Insights

  • Robert Limp

    Head of Partnerships

  • Jacqueline O’Flanagan

    Financial Industry Services Lead

  • Jennifer Hutcheon

    Vice President

  • Baiju Devani

    SVP/VP AI

  • Bruce Ander

    President | CEO

  • Chris Boivin

    Chief Development Officer

  • Dana Krechowicz

    Director, Sustainable Finance

  • Brandon Sutcliffe

    Americas Sustainable Finance Lead

  • Pierre Alexandre Germont

    Director | Global Climate Risk Lead

  • Sonia Li Trottier

    Director

  • Mike Ilardi

    Climate & Sustainability Solutions

  • Noemie Billion

    Strategy & Business Intelligence

  • Jin Oh

    Senior Director

  • Eirene Seiradaki

    Director

  • Dan Jankovic

    Tax Partner (Calgary)

Sponsors

Agenda

8:00 - 5:00

8:00 - 8:45

Breakfast Meetup

  • Sponsored by Securian Canada

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

8:45 - 8:55

Setting the Stage

10 mins to set the stage for this amazing day. What are the outputs for the summit? How can we advance the room business and strategic goals?

All panels and workshops will be filmed with A|B cameras and distributed to attendees.

  • Gary Schwartz

    President | CEO

    Canadian Lenders Association

  • Katerina Kindyni

    CLA Board Member | Financial Services Sustainability Lead

    EY Canada

  • Humayun Jafrani

    Managing Partner, Financial Services

    Ernst & Young LLP

8:55 - 9:15

IFRS: Brief on Sustainability Disclosures

Mini-Keynote: Michael Jantzi, is member of the International Sustainability Standards Board (ISSB), working to empower capital market participants with the right information to support better economic and investment decision-making. Michael discusses how adopting sustainability disclosures can power transparent and resilient markets.

  • Michael Jantzi

    ISSB Board Member

    IFRS

    Keynote
9:15 - 9:45

An Economy in Transition

Panel Main Theatre: This panel explores the transformative impact of climate change on financial strategies, corporate governance, disclosures, and sustainable financing. Leading experts will discuss how climate considerations are driving strategic realignments, reshaping governance frameworks, and influencing the growth of sustainable finance. The session will highlight the critical roles and innovative approaches required to adapt to the evolving landscape of climate-related financial disclosures and investment. Attendees will gain practical insights into aligning their organizations with emerging standards and expectations; while also exploring opportunities in sustainable financing to ensure they are well-positioned for the future. Don’t miss this opportunity to engage with forward-thinking leaders on the strategic imperatives for modern finance in the face of climate change.

  • Katerina Kindyni

    CLA Board Member | Financial Services Sustainability Lead

    EY Canada

    Moderator
  • Edward Olson

    Partner, National Leader, ESG

    MNP

    Speaker
  • Sarah Thompson

    MD, Global Head of Sustainable Finance

    RBC

    Speaker
  • Kim Brand

    VP & Global Head, Sustainability

    Scotiabank

    Speaker
9:45 - 10:15

VCM: Quality of Credits & Goals of Purchasers

Panel Main Theatre: Voluntary Carbon Markets: Scaling to Accelerate Global Decarbonization VCMs are an important tool to offset hard to abate emissions, and to channel funding to vitally needed carbon removal and reduction projects. The VCM must grown significantly from its current $2 billion in order to have a meaningful impact on the climate. This panel will discuss the state of the VCM today, and what is needed to achieve meaningful scale and significant impact.

  • Gillian Lofts

    Global Sustainability Leader

    EY UK

    Moderator
  • Jonathan Hackett

    MD | Head of Sustainable Finance

    BMO Financial Group

    Speaker
  • Lorraine Audsley

    SVP | Chief Risk | Sustainability Officer

    Export Development Canada

    Speaker
  • Michael Mexis

    Energy Services & Renewables

    IBM

    Speaker
10:15 - 10:45

Carrots and Sticks: Incentivizing Green

Panel Main Theatre: Over the past several years, the Canadian federal government has introduced a series of investment tax credits (ITCs) aimed at transitioning Canada to a clean economy. With four of these ITCs now enacted, this panel will explore how they are influencing investment strategies and driving progress toward Canada’s sustainability objectives. The discussion will also delve into the implications of the C-59 regulation on carbon emissions in Canada, examining how it interacts with these incentives and what additional measures may be necessary to achieve the Canada’s environmental goals. Panelist touch on case studies of what is working in the market.

  • Martin McLaughlin

    Tax Incentives

    EY Canada

    Moderator
  • Dan Jankovic

    Tax Partner (Calgary)

    Blake, Cassels & Graydon

    Speaker
  • Jeff Schwartz

    CEO

    Go Lime

    Speaker
  • Pierre Luc Labelle

    President | COO

    Finalta Capital Inc.

    Speaker
10:45 - 12:00 Concurrent

Morning Schmooze

NETWORK MEETINGS: Use the Sustainable Finance Summit App to setup multiple one-on-one sessions in the networking hall. Scheduled meetings correspond to table numbers. Establish the partnerships that will advance your business in 2025. (unlimited)

11:00 - 12:00 Concurrent

Your OSFI Playbook: Data Needs, Data Models, Data Templates

Workshop A: The CLA launches its B-15 Playbook. Discuss how best to streamline your OSFI data return template workflow in this hands-on workshop. Learn how to transition seamlessly from defining data needs to constructing data models. Gain insights into automating template population to enhance efficiency and accuracy. Perfect for risk and ESG officers looking to optimize their reporting processes.  (80 capacity)

     << Download the playbook

  • Katerina Kindyni

    CLA Board Member | Financial Services Sustainability Lead

    EY Canada

    Moderator
  • Andrea Amaize

    Director, Risk | Sustainability Consulting

    Forvis Mazars

    Speaker
  • Mike Ilardi

    Climate & Sustainability Solutions

    S&P Global (US)

    Speaker
  • Abdullah Choudhry

    Founder

    Arbor

    Speaker
  • Edward Olson

    Partner, Leader, Environmental, Social & Governance

    MNP

    Speaker
11:00 - 12:00 Concurrent

Capital as Catalyst: De-risking & Upscaling Local Initiatives

Workshop B:  This workshop dives into the need, opportunities, and stories of strategic partnerships between local governments and private investors in tackling climate change and other sustainability challenges. Hear from private/public partnerships and discover how local governments and private organizations can help safeguard communities of all sizes for the future.

Learn how FCM sets projects up for success and helps de-risk opportunities for private sector investment. FCM’s Green Municipal Fund is a leading and trusted funder of sustainable projects and infrastructure. For nearly 25 years, GMF has helped local governments adopt high-performing and scalable climate solutions, from district energy systems to innovative financing models for home energy upgrades. It has also played a key role in accelerating partnerships between municipalities and the investment and financial sectors. (30 capacity)

  • Roger Beauchemin

    CEO

    Addenda Capital

    Speaker
  • Chris Boivin

    Chief Development Officer

    FCM

    Moderator
  • Bruce Ander

    President | CEO

    Markham District Energy Inc.

    Speaker
  • Jennifer Hutcheon

    Vice President

    Vancity Community Investment Bank

    Speaker
  • Julian Boyle

    President

    SwitchPACE Community Interest Corporation

    Speaker
11:00 - 12:00 Concurrent

The Great SME Decarb: When, Why and How

Workshop C: How can financial institutions harness sustainability expertise and fit-for-purpose technologies to drive value-added client engagement strategies. This workshop focuses on supporting SMEs in their decarbonization journey. Discover the critical timing, motivations, and methodologies for effective decarbonization. Ideal for risk and ESG officers aiming to champion sustainable practices. (15 capacity)

  • David Dunford

    Partner, Business Banking Lead

    Ernst & Young LLP

    Moderator
  • Sanders Lazier

    CEO | Founder

    Carbon Hound

    Speaker
  • Noemie Billion

    Strategy & Business Intelligence

    Greenly

    Speaker
  • Eric Kingston

    Vice President Operations

    Electrical Safety Authority

    Speaker
12:00 - 1:00

Network Lunch

1:00 - 1:30

Our Net Zero Scorecard: Ground Zero?

Panel Main Theatre: This panel examines Canada’s journey toward net-zero emissions by 2050, spotlighting the critical role of financial institutions. Experts will discuss how they are integrating climate goals into their strategies, driving sustainable finance, climate engagement strategies and overcoming challenges. Learn how the financial sector is shaping Canada’s low-carbon future and aligning with national sustainability objectives.

  • Brandon Sutcliffe

    Americas Sustainable Finance Lead

    EY US

    Moderator
  • Amr Addas

    Sr. Director, Sustainable Finance & Insights

    FCC

    Speaker
  • Nancy Goudreau

    Managing Director, Sustainable Finance

    Desjardins

    Speaker
  • Holly Henning Wood

    Sr. Director, Stakeholder Engagement, Climate Strategy

    RBC

    Speaker
1:30 - 2:00

Green Intelligence: Can we bank on AI?

Panel Main Theatre: Can we unlock the power of AI in sustainability? This panel explores AI’s potential beyond process automation in the banking sector. Leaders from both banks and non-banks will discuss innovative AI-powered sustainability practices. Learn how AI can drive transformative changes and enhance sustainability efforts. Join us for insights on the future of AI in banking and sustainability.

  • Eirene Seiradaki

    Director

    BOREALIS AI

    Moderator
  • Mohammed Abdelhadi

    Director, Cloud for Sustainability

    Microsoft

    Speaker
  • Dana Krechowicz

    Director, Sustainable Finance

    Global Risk Institute

    Speaker
  • Holly Heglin

    Head of AI Product & Strategy

    Layer 6 AI at TD Bank

    Speaker
2:00 - 2:45

(Actually Using) Climate Stress Testing & Scenario Analysis

Panel Main Theatre: How can we advance climate stress testing beyond compliance? This panel will explore ways to accelerate business usage and integration of scenario analysis. Experts will share insights on leveraging these tools for strategic decision-making. Discover how to turn regulatory requirements into opportunities for innovation. Ideal for risk and ESG officers seeking to deepen their climate resilience strategies.

  • Jane Lin

    Americas ESG Risk Quantification Lead

    EY US

    Moderator
  • Michael Leventis

    Director, Climate Risk Analytics

    BMO

    Speaker
  • Johanna Bradie

    Director, Climate Risk Modelling

    Scotiabank

    Speaker
  • Stephane Tardif

    OSFI MD, Climate Risk Division

    OSFI

    Speaker
  • Ron Dembo

    Founder CEO

    RiskThinking.ai

    Speaker
2:45 - 4:00 Concurrent

Afternoon Schmooze

NETWORK MEETINGS: Use the Sustainable Finance Summit App to setup multiple one-on-one sessions in the networking hall. Scheduled meetings correspond to table numbers. Establish the partnerships that will advance your business in 2025. (unlimited)

3:00 - 4:00 Concurrent

Climate Risk Stress Testing: The Good, Bad and the Ugly

Workshop A: Navigate the complexities of transition risk modeling with confidence in this hands-on workshop. Learn to mature your capabilities strategically to drive business value. Explore the good, bad, and ugly aspects of transition risk stress testing. Gain practical insights to enhance your risk management strategies. Perfect for risk and ESG officers looking to strengthen their approach to transition risks. (80 capacity)

  • Robert Limp

    Head of Partnerships

    Jupiter Intelligence

    Moderator
  • Yara Mohajerani

    ESG Risk

    EY Canada

    Moderator
  • Jane Lin

    Americas ESG Risk Quantification Lead

    EY US

    Moderator
3:00 - 4:00 Concurrent

Next-Gen Credit Risk Assessment & Risk Management

Workshop B: With thought-leaders joining us from Canada, Europe and US, we explore the dynamic evolution of credit risk assessment processes in this interactive workshop. Understand the power of integrating ESG ratings to enhance risk management strategies, while also delving into the intersection between ESG, financial crime, KYC, and compliance. Learn how next-gen tools and methodologies are transforming credit risk evaluation and ensuring alignment with regulatory requirements. Gain insights from industry experts on best practices and emerging trends. Ideal for risk, ESG officers, and compliance professionals aiming to innovate their credit risk frameworks.  (30 capacity)

  • Katerina Kindyni

    CLA Board Member | Financial Services Sustainability Lead

    EY Canada

    Moderator
  • Pierre Alexandre Germont

    Director | Global Climate Risk Lead

    Forvis Mazars (UK)

    Speaker
  • Ramzi Bouhamdan

    Partner - National FinCrime Risk Consulting Leader

    Ernst & Young LLP

    Speaker
  • Jin Oh

    Senior Director

    Moody's Analytics

    Speaker
3:00 - 4:00 Concurrent

The ES in G: Sustainable Disclosures in Governance

Workshop C: Set the stage for effective governance with sustainable disclosures in this workshop. Learn to make sustainability disclosures a routine part of your business operations. Explore best practices for integrating ESG factors into governance frameworks. Enhance transparency and accountability in your organization. Ideal for risk and ESG officers committed to advancing sustainable governance practices. (15 capacity)

  • Munam Khan

    Accounting Advisory & Sustainability Reporting

    Ernst & Young LLP

    Moderator
  • Clara Shin

    Sustainability Reporting and Strategy Leader

    EY Canada

    Speaker
  • Sonia Li Trottier

    Director

    Canada Climate Law Initiative

    Speaker
  • Tanya Seajay

    CEO | Founder

    7 Centre

    Speaker
4:00 - 5:00

Can I Buy You a Drink?

End-of-day drinks and networking.

Details

Date

September 12th, 2024

Time

8:00 – 5:00

Venue

EY Tower

40th Floor, 100 Adelaide St W, Toronto, ON M5H 0B3

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