2023 Canadian Finance Summit

May 17, 2023 8:00 AM · 9h MaRS Discovery District, Toronto In-Person Event
This event has ended

About this event

Join us at
2023 Bankers Summit

May 17th, 2023. We are building a new bank. What will it look like?  How can next-gen FIs partner with fintech to accelerate innovation?

Join over 500 bankers and fintechs in Toronto on May 17th to grow your network and take part in the future of banking!

Speakers

BMO logo
Gayle Ramsay
SVP Data & Analytics
KOHO logo
Daniel Eberhard
CEO
Neo Financial logo
Jeff Adamson
Co-founder
Wealthsimple logo
Hanna Zaidi
VP, Payments Strategy & CCO
BMO logo
Angela Sim
Chief Technology Resiliency, Experience, Operations Officer
Peoples Group logo
Cyrielle Chiron
SVP Strategy
RBC logo
Shivanki Singh
Senior Director, PayPlan
BMO logo
Liz Billyard-Armstrong
Chief Risk Officer
Woveo logo
Jonah Chininga
Founder
Applyboard | Passage logo
Martin Basiri
Founder
Scotiabank logo
Stephen Uwazota
Sustainable Finance
Arbor logo
Abdullah Choudhry
Founder
Divercial logo
Randeep Purewal
Founder
Blake, Cassels & Graydon LLP logo
Tracy Molino
Counsel
ManzilManzil logo
Mohamad Sawwaf
Founder
CGI logo
Matthew Ayearst
Sustainable Finance
SagardSalesforce logo
Kris Hansen
CTO
ECN Capital
Lawrence Krimker
CEO
Provenir logo
Cheryl Woodburn
Country Manager
Visa logo
Brian Weiner
VP Head of Product | Digital
Canadian Lenders Association – CLA logo
Gary Schwartz
President | CEO
Financial Post logo
Stephanie Hughes
Finance Reporter
Trust Science logo
Chris Matichuk
Chief Technology Officer
CD Howe Institute logo
Jeremy Kronick
Dir., Monetary & Financial Services
Harrison Equity Partners logo
Mark Newman
CEO & Founder
Walnut logo
Derek Szeto
CEO
James Nauss
Neo Financial logo
James Nauss
Head of Product & Strategy
Fairstone Bank logo
Nicole Hunter
Chief Commercial Officer
Meridian Credit Union logo
John Trivieri
CRO
National Bank logo
Joshuah Lebacq
Principal, Venture Capital
Blake, Cassels & Graydon LLP logo
Mena Bellofiore
Partner
Paays logo
Andrea Neufeld
COO
RBC logo
Eddy Ortiz
VP, Innovation
Super.com logo
Mostafa Elhefnawy
GM
The Logic logo
Kevin Carmichael
Editor-at-Large
KOHO logo
Morgan Toane
DE&I Lead
Mauricio Deutsch
GFT logo
Mauricio Deutsch
Banking Canada
RBC logo
Amit Sadhu
SVP Credit & Fraud Management
KOHO logo
Brendan O’Driscoll
Chief Product Officer
Thought Machine logo
Barry O’Connell
Managing Director, Americas
Nesto logo
Damien Charbonneau
Co-Founder
AWS logo
Heather Kay
Financial Services Public Policy

Partners powering the room

Gold Sponsors
Silver Sponsors
Bronze Sponsors
Supporting Sponsors
Wicked Ventures logo — Supporting Sponsors
Postmedia logo — Supporting Sponsors
Program

Agenda

8:00 am - 5:00 pm

9:00 am – 9:15 am

Macro-Economic Headwinds

Mini Keynote: Navigating 2024. Are the winds picking up?

9:15 am – 10:00 am

Challenger Accepted

Fireside | New Banks:  Setting the stage for the day, Kevin Carmichael, the Editor-in-Chief of the Financial Post will sit down with senior executives from KOHO, Wealthsimple and Neo Financial to discuss key themes that will reappear during discussions on and off the stage.

Neobanks are shaking up the traditional banking landscape in Canada, offering innovative products and services that appeal to younger, tech-savvy consumers. These FIs are leveraging technology and digital channels to provide a more streamlined, customer-focused banking experience, and are increasingly becoming an important player in the Canadian financial services industry.

10:00 am – 10:30 am

Product (R)evolution

Panel | Product Partnerships: We follow the process of launching a new product from idea to implementation. Follow the fascinating journey of evaluating and assembling partnerships to create a net new fintech product inside a bank.

10:30 am – 11:15 am

Money Does Grow on Trees!

Workshop | Sustainable Finance: With COP ecosystem commitments, companies will finally need to have the systems in place to measure and report on their Scope 3 impact. To date, the banking sectors’ response has been ad hoc. Is there a framework for the future? Workshop with experts on how to best position your company. (Upper Level)

11:00 am – 11:45 am

BaaS to the Future

Panel | BaaS: In recent years, Banking as a Service (BaaS) has emerged as a key disruptor in the financial services industry globally. What is the Canadian landscape and how can BaaS accelerate banking services as more companies seek to offer financial products and services to their customers in 2024?

11:45 am – 12:00 pm

Decisioning in a Downturn

Mini-Keynote | Underwriting Insights: Thriving in a downturn requires greater diligence and skill than during more favourable economic times. What risk decisioning capabilities and partnership can be deployed internally and cascaded externally?

12:00 pm – 12:30 pm

Lending Deep Dive

Panel | Lending:  The lending industry is facing an increasingly turbulent macro-economic headwinds. With rising interest rates, global trade tensions, and political uncertainty abroad and at home, how are lending companies navigating with innovative decisioning technologies, sophisticated risk assessment techniques, and strategic business tactics?

1:30 pm – 2:15 pm

Changing Work for Good

Workshop | DE&I: Approaching diversity, equity, and inclusion (DE&I) requires a multifaceted strategy that involves analyzing, planning, and implementing change across all levels of an organization. At its core, DE&I is about creating an environment where a diverse group of individuals feel they have a voice and a seat at the table. Addressing DE&I is a very human problem that requires both qualitative research and quantitative metrics and KPIs; and while DE&I cannot be reduced to numbers alone, data can be a powerful tool to gain insight into an organization’s climate of inclusion. This session will be a deep dive on how FIs and fintechs can collect and analyze DE&I data to measure progress, identify areas for improvement, and hold leaders accountable for outcomes. (Upper Level)

1:30 pm – 2:00 pm

New-to-Canada

Panel | Servicing New Canadians: This panel discussion will explore how financial services providers are adapting to meet the needs of the growing demographic of new-to-Canada (immigration) and new-to-credit (youth). Our expert panelists will discuss the latest trends and innovations this sector, including products tailored to the needs of foreign students and new immigrants. This is such a fascinating panel and core to everyone business strategy in 2024.

2:00 pm – 2:30 pm

Core Values

Panel | Modernizing Core Banking: Leaders in core banking solutions explore how banks should be thinking about modernizing their core stack and integrating with new sources of data.

2:30 pm – 3:00 pm

Build vs. Embed

Panel | Embedded Finance:  By embedding financial services into other applications and services, such as e-commerce platforms, social media apps, and even cars, we are moving towards a future where financial services are seamlessly integrated into our daily lives. This will result in a more personalized, convenient, and efficient financial experience for consumers, as they will be able to access financial services whenever and wherever they need them. Embedded finance creates new revenue streams without interrupting the consumer journey.

Location

MaRS Discovery District

101 College Street

Toronto, Ontario M5G 0A3

How do you want to get there?

Frequently Asked Questions

Is the venue wheelchair accessible?
Event Experience & Logistics

Yes, our venue is wheelchair accessible.

Can I get a list of registered attendees before the event?

We don’t provide a list of registered attendees ahead of the event. If you’re looking to connect with other attendees, the Finance Events Mobile App (where available) lets you browse the full list of registered attendees and message other delegates once you’re both registered and checked in.

Can I pay in CAD or USD?
Payments & Pricing

Tickets can be purchased in either CAD or USD – you can pick whichever currency you’d like to shop in while reviewing the event details, before you check out. Our payment partner processes payments in multiple currencies, so you can still pay from any country supported by Stripe, regardless of which currency you choose for your ticket.

Can I transfer my ticket to a colleague?
Registration & Tickets

Yes. Only the person who purchased the ticket can edit attendee details, and this can be done directly from My Orders — just log in, find the order, and swap in your colleague’s name and contact details. Attendee edits close 48 hours before the event, so make any changes before then.

Can my company pay by invoice/PO instead of credit card?
Payments & Pricing

We don’t currently accept payment by invoice or purchase order. If credit card isn’t an option for your company, please reach out to our team via the Contact page to discuss other possible payment arrangements.

Do you have a networking app?
Event Experience & Logistics

The Finance Events Mobile App lets you build your schedule, view the agenda, and connect with other attendees — but it’s not set up for every summit. Where it’s available, you’ll find the download link and setup instructions sent via email to the attendee or specified in another question. If you don’t see it mentioned for your event, that summit isn’t using the app.

Do you offer discounts?

Yes, Canadian Lenders Association (CLA) members receive a discounted rate. If your company is a CLA member check with your organization’s primary contact for the details or reach out to the CLA directly.

Do you offer invoices or receipts for expense reporting?
Payments & Pricing

Yes — an invoice is sent to the purchaser as a PDF along with your order confirmation email. If you need another copy, it’s also available from My Orders

Do you provide visa invitation letters for international attendees?

Invitation letters are handled on a case-by-case basis and can’t be guaranteed. A confirmed ticket purchase is generally the first step before we’re able to consider a request, so once you’ve registered, please reach out via the Contact page with your details and we’ll see what we can do.

How do I become a sponsor?
Sponsorship & Exhibiting

We’d love to have you involved. Sponsorship and exhibitor packages for each of our summits — including pricing, benefits, and available tiers — are hosted on the Canadian Lenders Association website at canadianlenders.org/sponsorship. There you can browse packages specific to the event you’re interested in and see what’s still available. If you have a question that isn’t answered there, or you’d like to talk through the best fit for your company, just reach out through our Contact page and a member of our team will get back to you.

How do I update my registration info after I’ve registered?
Registration & Tickets

Only the ticket purchaser can update attendee details. If you bought the ticket, log into My Orders to edit the registration — job title, company, or contact information. If someone else purchased your ticket on your behalf (e.g. your company registered you), you’ll need to ask them to make the update, or have them reach out to us directly.

What is the refund, cancellation, or ticket transfer policy?
Registration & Tickets

Unless otherwise noted on a specific event page, tickets are non-refundable. If you can’t attend, the ticket purchaser can transfer it to a colleague directly from My Orders — attendee edits close 48 hours before the event, so make the change before then. If Finance Events ever needs to cancel or reschedule an event, you’ll be offered a credit or refund.

When will I receive a confirmation email with my registration details?

You’ll receive a confirmation email immediately after registering with your order details and invoice. If you purchase multiple tickets, the purchaser receives the order confirmation email with the full purchase details, and each individual attendee will also receive their own separate email confirming their registration

Where can I find session transcripts & recordings?
Content & Resources

Selected session recordings, transcripts, and highlights are shared after each summit. You can browse past sessions on our Featured Panels page, and full transcripts are published via the Canadian Lenders Association here. Not every session is recorded or transcribed, so availability can vary by event

Where can I manage my existing orders?
Registration & Tickets

You can view and manage your orders anytime from My Orders.

Will I be photographed or recorded at the event?
Privacy & Policies

By registering you consent to being photographed and recorded (audio and video) by Finance Events and its partners. We may use, exhibit, post, display, broadcast, or distribute these photos and recordings in our external communications and on social media. Full details are in our Terms & Conditions.

Will my name, company, and title be shared with other attendees?
Privacy & Policies

Yes – by registering, your name, company, and contact details may be included in our networking app to enable attendee-to-attendee connections, unless you opt out. If you’d prefer not to be included, contact us and we’ll remove you from the networking list. Full details are in our Terms & Conditions.