Welcome to The Future of Lending™
Join over 500 leading executives to define the future of credit, master risk, and drive innovation in a dynamic market. The 2023 Canadian Lenders Summit is the central hub for actionable strategies, offering deep dives into the forces reshaping the industry: leveraging AI and automation for smarter underwriting, mitigating risks with cutting-edge Fraud Technology and Identity Verification (IDV), and optimizing funding in a high-rate Capital Markets environment. Crucial sessions will also explore the growth of Embedded Lending and developing inclusive solutions for New-to-Canada (NTC) and new-to-credit consumers.
This Summit is essential for C-Suite and Senior-Level Executives who lead the strategy, risk, product, and innovation functions within the Canadian credit ecosystem. The event brings together key decision-makers from Major Banks, Credit Unions, top Fintech platforms, and Industry Vendors. Network with your peers and industry pioneers at the MaRS Discovery District to gain strategic foresight and forge the partnerships that will keep your organization ahead. (See last year’s sold out event.)
Download the sponsorship package here.
7:30am - 6:00 pm
WORKSHOP: Join us for a half-day workshop event. Sign up for a private invited deep dive into the technology of fraud. This 4-hour breakout session will provide attendees with information about the technologies that can be used to satisfy the requirements of the Government Issued ID Method, the Credit File Method, and the Dual Source Method as well as how these technologies can combat fraud.
<< Details Here
KEYNOTE: Andrew Moor, CEO of Equitable Bank and EQ Bank sets the stage for the day talking about what it means to be a Challenger Bank in Canada. Compared to banks listed on the S&P 500 Index and the S&P/TSX Composite Index, EQ has achieved the highest total shareholder return over the last 10 years. What is EQ’s mission in the Canadian market to “Make Bank”.
PANEL: This opening panel explores the challenges faced by borrowers who are new to the country and lack a credit history, exploring innovative strategies to bridge this gap. The panel shares insights on alternative credit assessment methodologies and new business models shaping inclusive lending practices and facilitating economic integration for newcomers.
PANEL: RIP ZIRP- interest rates are rising and capital is stashed. Leaders with various lending sectors discuss how their sectors are adapting to high interest rate through innovative lending products or services. Hear from prominent investment banks on the current state of the Canadian capital markets. Explore the perspective of leading financial institutions as funders in Canada. Learn about the importance of building strong relationships with funders and how to navigate the application process effectively. Get insights from alternative lenders on the evolving landscape of non-traditional financing.
PANEL: Join us for an insightful panel discussion on how artificial intelligence is transforming the way that lenders originate and service loans. In this session, industry experts will delve into the latest innovations in underwriting, payments, and credit modelling solutions that are empowering financial institutions and fintechs to enhance efficiency, reduce delinquencies, and improve customer experiences.
PANEL: How can the industry leverage embedded lending services at point of need, eliminating the traditional separation between obtaining credit and making a purchase.This approach leverages technology and data to streamline the lending process, making it more convenient and tailored to the specific circumstances of the borrower. The panel explores the risk and reward of embedding lending services directly into existing platforms and transactions.
KEYNOTE: This leadership keynote explores the broader implications of data accessibility, such as enhanced financial inclusion, democratized access to financial services, and improved decision-making for individuals and businesses. Understand why access to financial data is considered the lifeblood of innovation in the modern financial landscape in Canada.
PANEL: With record-high amortizations and changing needs of the homeowner, the mortgage industry faces mounting pressure to innovate and deliver creative solutions to borrowers. Traditional credit providers and alternative lenders bring distinct approaches to the table. In this dynamic panel discussion, we bring these two worlds together to explore how they are shaping the future of mortgages in 2024. Join us as we dive deep into the evolving dynamics of mortgage lending. Traditional lenders, with their established processes and regulatory frameworks, are adapting to the new landscape. On the other side, alternative lenders are pushing boundaries with flexible lending models and technology-driven solutions.
PANEL: Two CEOs discuss how to best service the needs of consumers across the credit spectrum. How do we make sure that Canadians have open access to credit. What is the impact of the rising cost of capital. How do you calculate risk. What is required Return on Equity (ROE) for a lender?
PANEL: Hear how fintech is transforming the auto and equipment 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 lenders for a deep dive into the automotive and equipment finance industries.
PANEL: Join us as we look at what small business lending looks like in 2024, and how the pandemic and rising rates have forced lenders to adapt their business models. Through expert insights shared during the panel discussion, participants can gain valuable knowledge about the future trajectory of small business lending and the pivotal role that digital transformation plays in shaping this landscape.
MaRS Discovery District
101 College Street
Toronto, Ontario M5G 0A3
The Future of Real Estate Finance ™
The Future of Sustainable Finance ™
The Future of Risk ™
The Future of Auto Finance ™
Canada’s #1 Fintech Conference
Yes, our venue is wheelchair accessible.
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.
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
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
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
You can view and manage your orders anytime from My Orders.
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.
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.
