The Future of Lending™

2022 Canadian Lenders Summit

May 1, 2022 8:00 AM · 9h The Quay, Toronto In-Person Event
This event has ended

About this event

Join over 500 executives to master risk, unlock growth, and define the future of credit. The 2022 Canadian Lenders Summit provides critical strategies for navigating economic shifts, focusing on innovation in Capital Markets, M&A strategies, and Faster Payments (RTP). The agenda delivers deep dives into core technologies like advanced KYC/IDV/AML compliance, leveraging alternative data for the New to Canada population, and the rapid expansion of BNPL and Embedded Finance.

This Summit is essential for senior leaders across Banks, Credit Unions, Fintech Lenders, and Tech Vendors who drive strategy and risk. Network with 500+ peers and government leaders to forge strategic partnerships, gain vital insights on Auto, Mortgage, and SMB lending, and champion DE&I in finance. Secure your place now for November 16th, 2022, at the MaRS Discovery District.

Speakers

Johnson Joseph
CEO
Mark Ruddock
Jeff Bouganim company logo
Jeff Bouganim
CFO
John MacKinlay
CEO
Newton DeNiese
Specialty Finance & FinTech
Denise Heffron company logo
Denise Heffron
Managing Director
Tara Giller company logo
Tara Giller
Sr. M, Behavioral Science
David Gens company logo
David Gens
CEO
Vassil Chalashkanov company logo
Vassil Chalashkanov
GM Canada | Founder PayBright
Program

Agenda

8:40 am – 8:50 am

President’s Welcome (10 min)

8:50 am – 9:30 am

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?

9:30 am – 10:10 am

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.

10:10 am – 10:50 am

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.

11:45 am – 12:30 pm

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.

1:30 pm – 2:00 pm

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.

2:00 pm – 2:30 pm

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.

2:30 pm – 3:00 pm

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.

3:30 pm – 4:00 pm

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.

4:00 pm – 4:30 pm

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.

4:30 pm – 5:00 pm

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.

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.