2022 Canadian Lenders Summit

See you next week on the 16th. Join over 500 fintech lenders, banks, credit unions, tech vendors, portfolio providers and government leaders.

Networking has begun! When you are registered for the event:

STEP 1: Download “Lenders Summit” app Apple iOSAndroid
STEP 2: Use your email as the “registration ID” to login
STEP 3: Start building your profile!
STEP 4: Network, network, network!

We have numbered network hightops that you can use to set up 20 min meetings.

Speakers

Sponsors

Agenda

8:00 - 8:40

Morning Brew (40 min)

  • Morning coffee

    Sponsored by

    Iceberg Finance

8:40 - 8:50

President’s Welcome (10 min)

  • Gary Schwartz

    President & CEO

    Canadian Lenders Association

8:50 - 9:30

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?

  • Karanjit Bhugra

    MD & Co-Head

    Echelon Capital Markets

    Moderator
  • Ed Goldstein

    Managing Director

    i80 Group

    Speaker
  • Jeffery Mayer

    Sr. MD, Private Securitization Finance & Fixed Income

    SLC Management

    Speaker
  • Neil Wechsler

    CEO

    OnDeck Canada

    Speaker
9:30 - 10:10

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.

  • Stephanie Hughes

    Financial Reporter

    Financial Post

    Moderator
  • Michael Garrity

    CEO

    Financeit

    Speaker
  • Rojin Nair

    CGO

    VoPay

    Speaker
  • Frédérick Lavoie

    Founder COO

    Flinks

    Speaker
  • Amir Tajkarimi

    CEO

    Lexop

    Speaker
10:10 - 10:50

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.

  • Gary Schwartz

    CEO

    Canadian Lenders Association

    Moderator
  • Rasha Katabi

    Founder & CEO

    BRIM Financial

    Speaker
  • Amit Sadhu

    VP, Unsecured Lending

    RBC

    Speaker
  • Andrew Graham

    Co-founder & CEO

    Borrowell

    Speaker
  • Adam Swinemar

    SVP Digital, Product and Marketing

    Laurentian Bank of Canada

    Speaker
10:50 - 11:30

BRIM Network Break (40 min)

  • Network Break

    Sponsored by

    Brim Financial

11:30 - 11:45

Decisioning in a Downturn (15 min)

Hyper-Personalization: The need to deliver personalized customer experiences are not only critical to advancing your digital transformation journey, but to prepare you to nimbly respond to market changes. Prescriptive analytics and digital decisioning are key to early identification and treatment of at-risk consumers. FICO will present examples of how industry leaders are increasing customer loyalty even as economic conditions deteriorate.

  • Matt Stanley

    Decision Sciences Segment Leader

    FICO

    Speaker
11:45 - 12:30

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.

  • Tal Schwartz

    Writer

    CanadianFintech.org

    Moderator
  • Darren Stevens

    CEO

    Avato

    Speaker
  • Patrick Boudreau

    Head ID Management & Fraud

    Transunion

    Speaker
  • Lloyd Evetts

    CTO

    Creditbook

    Speaker
  • Elizabeth Billyard-Armstrong

    Head Consumer Credit | Deputy CRO

    BMO

    Speaker
12:30 - 1:30

RBC Lunch (60 min)

  • Lunch

    Sponsored by

    RBC

1:30 - 2:00

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.

  • David Fry

    CEO

    Paays

    Moderator
  • Peter Minshall

    Executive Vice President

    Netsol

    Speaker
  • Steve Malone

    CEO

    Can Cap Group

    Speaker
  • Paul Stock

    CFO

    autoIQ

    Speaker
2:00 - 2:30

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.

  • Simon Fitzpatrick

    Partner

    McCarthy Tetrault

    Moderator
  • Damien Charbonneau

    Co-Founder

    Nesto

    Speaker
  • Justin Herlick

    CEO

    Pine

    Speaker
  • Mike Spero

    COO

    Canadian Mortgages Inc (CMI)

    Speaker
2:30 - 3:00

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.

  • Myles Shedden

    Founder

    Chroma

    Moderator
  • Chris Grnak

    EVP Financial Services

    Trust Science

    Speaker
  • Jason Appel

    EVP | CRO

    goeasy

    Speaker
  • Asaf Nurick

    CTO

    Fionic

    Speaker
3:00 - 3:30

Afternoon Schmooze (30 min)

  • Network Break

    Sponsored by

    Flinks

3:30 - 4:00

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.

  • Mark Ruddock

    CEO

    AFINEA

    Moderator
  • Jeff Bouganim

    CFO

    Purpose Unlimited

    Speaker
  • John MacKinlay

    CEO

    Caary

    Speaker
  • Johnson Joseph

    CEO

    Cubeler

    Speaker
4:00 - 4:30

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.

  • Newton DeNiese

    Specialty Finance & FinTech

    RSM Canada

    Moderator
  • David Gens

    CEO

    Tabit

    Speaker
  • Vassil Chalashkanov

    GM Canada | Founder PayBright

    Affirm

    Speaker
  • Denise Heffron

    MD Canada

    Uplift

    Speaker
  • Tara Giller

    Sr. M, Behavioral Science

    Symend

    Speaker
4:30 - 5:00

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.

  • Dean Velentzas

    Head of Policy

    Canadian Lenders Association

    Moderator
  • 'Shep' DS Sheppard

    Associate Director DE&I

    EQ Bank

    Speaker
  • Jonah Chininga

    CEO

    mIQ Financial

    Speaker
  • Randeep Purewal

    CEO

    Divercial

    Speaker
5:00 - 6:00

Can I buy you a beer? (60 min)

  • Drinks

    Sponsored by

    i80 Group

5:15 - 6:00

2023 Leaders-in-Lending Nominee Announcement & Photo

Step-and-repeat photos for all the award nominees. And group photo on stage.

  • 2023 Awards

    Sponsored by

    RBC

Details

Date

Nov 16, 2022

Time

7:30am – 6:00 pm

Venue

MaRS Discovery District
101 College St, Toronto, ON M5G 1L7