Join 300+ leaders driving sustainable finance forward.

2024 Sustainable Finance Summit

Name: 2024 Sustainable Finance Summit
Start: 2024-09-12T08:00:00+00:00
End: 2024-09-12T17:00:00+00:00
Location: EY Tower

September 12th, 2024 | EY Tower, Toronto

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About This Event

The 2024 Sustainable Finance Summit is Canada’s premier forum for financial sector executives dedicated to advancing institutional readiness amidst the global energy transition. The core focus of the one-day event is providing immediate, actionable strategies across key areas: Climate Risk Stress Testing (including deep dives into OSFI B-15 compliance), practical ESG data integration, leveraging AI in risk analytics, and maximizing sustainable investment opportunities. A major highlight of the day will be the launch and workshop surrounding the B-15 Industry Playbook, offering direct guidance on regulatory compliance and positioning organizations to gain a competitive advantage in the rapidly evolving market.

This summit is for C-Suite and Senior Executives leading Risk Management, Investment Strategy, and ESG Compliance at major Banks, Insurers, Pension Funds, and Fintechs. Join over 250 industry leaders and policymakers for unparalleled networking and expert insights on aligning portfolios with net-zero ambitions and building financial resilience.

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)

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, National Leader, ESG

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)

Chris Boivin
Chief Development Officer

FCM
Moderator
Roger Beauchemin
CEO

Addenda Capital
Speaker
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

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
Co-Founder

Quantile Labs
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
Speaker
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 AM - 5:00 PM

Venue

EY Tower, 40th Floor, 100 Adelaide St W, Toronto, Ontario

Join 300+ leaders driving sustainable finance forward.

2024 Sustainable Finance Summit

About This Event

Speakers

Sponsors

Agenda

8:00 - 5:00

Details

Date

Time

Venue

2019 Innovative Lender Awards