Join us at
2024 Sustainable Finance Summit
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
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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
Breakfast Meetup
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Sponsored by Securian Canada
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.
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Sponsored by Naehas
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.
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Gary Schwartz
President | CEO
Canadian Lenders Association
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Katerina Kindyni
CLA Board Member | Financial Services Sustainability Lead
EY Canada
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Humayun Jafrani
Managing Partner, Financial Services
Ernst & Young LLP
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.
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Michael Jantzi
ISSB Board Member
IFRS
Keynote
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.
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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
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.
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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
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.
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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
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)
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)
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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
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)
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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
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)
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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
Network Lunch
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.
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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
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.
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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
(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.
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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
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)
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)
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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
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)
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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
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)
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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
Can I Buy You a Drink?
End-of-day drinks and networking.
Details
Date
September 12th, 2024
Time
8:00 AM - 5:00 PM
Venue
EY Tower, 40th Floor, 100 Adelaide St W, Toronto, Ontario
