2022 Lenders Summit:
Welcome to The Future of Lending™.
See you next week on the 16th. Join over 500 fintech lenders, banks, credit unions, tech vendors, portfolio providers and government leaders.
Speakers
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Johnson Joseph CEO -
Mark Ruddock -
Jeff Bouganim CFO -
John MacKinlay CEO -
Newton DeNiese Specialty Finance & FinTech -
Denise Heffron Managing Director -
Tara Giller Sr. M, Behavioral Science -
David Gens CEO -
Vassil Chalashkanov GM Canada | Founder PayBright
Sponsors
Agenda
Morning Brew (40 min)
President's Welcome (10 min)
Raising in a Downturn (40 min)
Capital and M&A: Is 2023 the right time to put aside conventional thinking about M&A and take a fresh look at our industry. Can we assume that any company will simply be “not for sale” over the next few years. Which companies will experience difficulty? Which parts of which businesses would tempt you? How can you put together creative deals?
The Need for Speed (40 min)
Payment & Collection: The Canadian financial sector is changing on all fronts. Key to the adoption of new services is increased speed, convenience and embedded features for both lenders and borrowers. Lenders should implement best practices in their disbursement and collections strategies by capitalizing on RTP solutions which can help lower costs and enable higher consumer satisfaction. This panel explores why lenders should be taking advantage of faster payments options to keep pace with today’s evolving consumer expectations.
David & Goliath (40 min)
Fintech <> Bank Partnerships: Partnerships are promising to radically transform the financial sector and benefit those currently underbanked or completely underserved by traditional financial models. Join leading technology, regulation, finance and impact experts as they discuss potential applications and predicted outcomes for the immediate and long term success of this new wave of technology.
BRIM Network Break (40 min)
Who's There? (45 min)
Fraud & Risk: How do lenders optimize their onboarding experience without making sacrifices on identity verification and decisioning? This panel will take a look at Canada’s unique regulatory compliance requirements when it comes to KYC, IDV, and AML as well as technology and best practices that can be leveraged to drive a faster and safer acquisition.
RBC Lunch (60 min)
The Impact of Fintech on Auto Finance (30 min)
Automotive: How fintech is transforming the auto finance experience – from buyer to dealer to lender. Understand the role that data plays in accelerating originations as well as derisking the underwriting and verification process. This panel brings together Canadian auto credit and technology leaders for a deep dive into the fintech industry.
Mortgage Lenders who Embrace Fintech (30 min)
Mortgage: As rates move, is mortgage industry in Canada embracing fintech as a strategy? We will discuss trends and concerns for the mortgage sector and provide recommendations on how technology and innovative business practices can drive growth in your mortgage portfolio in the next two years.
Data: Innovations in Consumer Lending (30 min)
Consumer: Explore how technological advances are increasingly reducing the cost of servicing unbanked and thin file customers. In this panel, we discuss alternative and smart data that will unlock services for new to Canada and the credit building population.
Afternoon Schmooze (30 min)
SMB: Mom & Pop Borrower Post-COVID (30 min)
Small Business: Join us as we look at what SMB lending looks like in 2023, and how the pandemic has helped unlock the key to digital transformation. Hear from our experts panelists about: What the impact of the pandemic has had on economic conditions and how it’s driving the continued need for digital transformation. How leveraging APIs can open new distribution channels and accelerate the continuous delivery of innovation.
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Mark Ruddock4Finance
Moderator -
Jeff Bouganim
CFO
Driven Financial
Speaker -
John MacKinlay
CEO
Caary
Speaker -
Johnson Joseph
CEO
Cubeler
Speaker
BNPL & The New Wallet (30 min)
Buy Now Pay Later: Point of sale finance has taken Canada by storm. This instalment payment tool is revolutionizing the shopping experience across nearly every industry. Join us for an online panel where we discuss technology trends and best practices for this growing industry with lending BNPL executives representing fintechs through to banks and commercial and consumer sectors.
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Newton DeNiese
Specialty Finance & FinTech
RSM Canada
Moderator -
Denise Heffron
Managing Director
FlexPay
Speaker -
Tara Giller
Sr. M, Behavioral Science
Symend
Speaker -
David Gens
CEO
Merchant Growth
Speaker -
Vassil Chalashkanov
GM Canada | Founder PayBright
Affirm
Speaker
DE&I: Changing Finance for Good (30 min)
Diversity, Equity, and Inclusion: The CLA is proud to host the DE&I in Fintech Roundtable. We believe that the industry needs to apply the same innovative thinking and commitment to solving the problem of DE&I as we do with our products and services. We need to make a conscious effort to change the balance of visible inequity in the sector with the entrepreneurial vigor we use to build our companies. Learn more about how to build an authentic climate of inclusion at this panel.
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Dean Velentzas
Head of Policy & Research
Canadian Lenders Association
Moderator -
Jonah Chininga
Founder
Woveo
Speaker -
Randeep Purewal
Founder
Divercial
Speaker -
‘Shep’ DS Sheppard
Associate Director DE&I
EQ Bank
Speaker
Can I buy you a beer? (60 min)
2023 Leaders-in-Lending Nominee Announcement & Photo
Step-and-repeat photos for all the award nominees. And group photo on stage.
Details
Date
November 16th, 2022
Time
12:00 AM - 12:00 AM
Venue
MaRS Discovery Distric, t101 College St, Toronto, Ontario
