Day 1: Conference Sessions

Monday, October 29


6:30 - 8:30 am



Main Stage | Opening Remarks: Mark Blucher, President & CEO, Central 1

9:00 - 10:00am

Main Stage | Today’s ingredients for tomorrow’s successful financial institution

Building the successful financial institution of the future starts with a solid strategy today. Learn about the global and local forces shaping our industry, how those are rapidly changing the expectations of our customers, and aligning your strategy for future success.

Marilyn Mauritz | Chief Transformation & Legal Officer
Arvind Sharma | Chief Digitial & Payments Officer
Elizabeth Duke | SVP, Client Development
Brent Clode | Chief Investment Officer

Moderated by | Karim Thomas, McKinsey & Company


Coffee Break | Trade Show Open


Main Stage | The UX Platform & The Digital Branch

See the reveal of the UX Platform and learn how it will revolutionize customer engagement and experience, and provide the foundation to build your digital branch of the future.

Henrique Godinho | VP Digital Platforms
Arvind Sharma | Chief Digital & Payments Officer
Doug Ebner | VP Enterprise Information and Digital Solutions, FirstOntario Credit Union
Robert Paterson | President & CEO, Alterna Savings



Lunch | Trade Show Open


Breakout Sessions

Break-out A | Mortgage funding in the post-B20 world

In our post B20 environment, learn how your mortgage underwriting can impact your access to funding. We'll discuss tools to optimize your mortgage underwriting to meet funding criteria, as well as strategies to price mortgages based on their funding options.

Blake Dumelie | Director, Securitization & Mortgage Funding Services Emily McCance | Director, Treasury Services & Solutions
Robert Bell | Treasury Services & Solutions Manager
Christina Wang | Vice President, Treasury, Alterna Savings


Break-out B | Servicing the Gig Economy

Small businesses make up 90% of employers in Canada. How do we realize the potential of this big market that is traditionally underserved by big banks and is looking to us to help them manage and grow their businesses?

Randy Johal | Senior Product Manager


Main Stage | Executive Moment: David Finnie, Chief Risk Officer


Main Stage | The Age of Data: insights at scale

Data and new analytic capabilities are transforming customer journeys and business processes across industries. What can we learn from the experiences of other industries to meet changing customer expectations, reimagine operations, and drive growth using next-generation analytics?

Kausik Rajgopal | Senior Partner, Silicon Valley & Managing Partner, West Coast office, McKinsey


Coffee Break | Trade Show Open


Main Stage | Executive Moment: Elizabeth Duke, SVP, Client Development


Main Stage | Keynote Don Tapscott: Reinventing the Financial Services Industry

Don Tapscott, CEO of The Tapscott Group, is one of the world’s leading authorities on the impact of technology on business and society. He has authored over 15 books, including Wikinomics: How Mass Collaboration Changes Everything, which has been translated into over 25 lan­guages.


Main Stage | Closing Remarks: Mark Blucher, CEO & President


4:45 - 7:00pm

Cocktail Networking | Trade Show Open

View Tuesday’s Schedule