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URL:
https://financeevents.ca/evnt/2024-bankers-summit/?mc_cid=3f6c32ebca&mc_eid=87e28d2378
Submission: On January 29 via manual from CL — Scanned from CA
Submission: On January 29 via manual from CL — Scanned from CA
Form analysis 4 forms found in the DOM
POST /evnt/2024-bankers-summit/?mc_cid=3f6c32ebca&mc_eid=87e28d2378#wpcf7-f880-o1
<form action="/evnt/2024-bankers-summit/?mc_cid=3f6c32ebca&mc_eid=87e28d2378#wpcf7-f880-o1" method="post" class="wpcf7-form init" aria-label="Contact form" novalidate="novalidate" data-status="init">
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<h3>Contact Us </h3>
<div class="row">
<div class="form-group col-sm-12">
<p><label class="control-label" for="fname">Full Name</label><br>
<span class="wpcf7-form-control-wrap" data-name="fname"><input size="40" class="wpcf7-form-control wpcf7-text wpcf7-validates-as-required form-control" aria-required="true" aria-invalid="false" placeholder="Enter full name" value=""
type="text" name="fname"></span>
</p>
</div>
</div>
<div class="row">
<div class="form-group col-sm-12">
<p><label class="control-label" for="ename">Email</label><br>
<span class="wpcf7-form-control-wrap" data-name="ename"><input size="40" class="wpcf7-form-control wpcf7-text wpcf7-validates-as-required form-control" aria-required="true" aria-invalid="false" placeholder="Enter email" value="" type="text"
name="ename"></span>
</p>
</div>
</div>
<div class="row">
<div class="form-group col-sm-12">
<p><label class="control-label" for="title">Title</label><br>
<span class="wpcf7-form-control-wrap" data-name="title"><input size="40" class="wpcf7-form-control wpcf7-text wpcf7-validates-as-required form-control" aria-required="true" aria-invalid="false" placeholder="Enter Title" value="" type="text"
name="title"></span>
</p>
</div>
</div>
<div class="row">
<div class="form-group col-sm-12">
<p><label class="control-label" for="company">Company</label><br>
<span class="wpcf7-form-control-wrap" data-name="company"><input size="40" class="wpcf7-form-control wpcf7-text wpcf7-validates-as-required form-control" aria-required="true" aria-invalid="false" placeholder="Enter company" value=""
type="text" name="company"></span>
</p>
</div>
</div>
<div class="row">
<div class="form-group col-sm-12 radio-blk">
<p><span class="wpcf7-form-control-wrap" data-name="Selection"><span class="wpcf7-form-control wpcf7-radio form-check-input"><span class="wpcf7-list-item first"><input type="radio" name="Selection" value="Event sponsorship"
checked="checked"><span class="wpcf7-list-item-label">Event sponsorship</span></span><span class="wpcf7-list-item"><input type="radio" name="Selection" value="Newsletter sponsorship"><span class="wpcf7-list-item-label">Newsletter
sponsorship</span></span><span class="wpcf7-list-item"><input type="radio" name="Selection" value="Award sponsorship"><span class="wpcf7-list-item-label">Award sponsorship</span></span><span class="wpcf7-list-item"><input type="radio"
name="Selection" value="Press"><span class="wpcf7-list-item-label">Press</span></span><span class="wpcf7-list-item last"><input type="radio" name="Selection" value="Other"><span
class="wpcf7-list-item-label">Other</span></span></span></span>
</p>
</div>
</div>
<div class="row">
<div class="form-group col-sm-12">
<p><input class="wpcf7-form-control wpcf7-submit has-spinner" type="submit" value="Submit"><span class="wpcf7-spinner"></span>
</p>
</div>
</div>
<div class="wpcf7-response-output" aria-hidden="true"></div>
</form>POST /evnt/2024-bankers-summit/?mc_cid=3f6c32ebca&mc_eid=87e28d2378#wpcf7-f993-p1886-o2
<form action="/evnt/2024-bankers-summit/?mc_cid=3f6c32ebca&mc_eid=87e28d2378#wpcf7-f993-p1886-o2" method="post" class="wpcf7-form init" aria-label="Contact form" novalidate="novalidate" data-status="init">
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</div>
<h1>Registration Form </h1>
<div class="reg-form">
<div class="row">
<div class="col-md-6">
<p><label>First Name</label><br>
<span class="wpcf7-form-control-wrap" data-name="general-firstname"><input size="40" class="wpcf7-form-control wpcf7-text wpcf7-validates-as-required" id="general-firstname" aria-required="true" aria-invalid="false" value="" type="text"
name="general-firstname"></span>
</p>
</div>
<div class="col-md-6">
<p><label>Last Name</label><br>
<span class="wpcf7-form-control-wrap" data-name="general-lastname"><input size="40" class="wpcf7-form-control wpcf7-text wpcf7-validates-as-required" id="general-lastname" aria-required="true" aria-invalid="false" value="" type="text"
name="general-lastname"></span>
</p>
</div>
<div class="col-md-12">
<p><label>Email</label><br>
<span class="wpcf7-form-control-wrap" data-name="general-email"><input size="40" class="wpcf7-form-control wpcf7-email wpcf7-validates-as-required wpcf7-text wpcf7-validates-as-email" id="general-email" aria-required="true"
aria-invalid="false" value="" type="email" name="general-email"></span>
</p>
</div>
<div class="col-md-12">
<p><label>Job Title</label><br>
<span class="wpcf7-form-control-wrap" data-name="job-title"><input size="40" class="wpcf7-form-control wpcf7-text wpcf7-validates-as-required" id="job-title" aria-required="true" aria-invalid="false" value="" type="text"
name="job-title"></span>
</p>
</div>
<div class="col-md-12">
<p><label>Company</label><br>
<span class="wpcf7-form-control-wrap" data-name="company"><input size="40" class="wpcf7-form-control wpcf7-text wpcf7-validates-as-required" id="company" aria-required="true" aria-invalid="false" value="" type="text" name="company"></span>
</p>
</div>
<div class="col-md-12">
<p><label>What best describe your organization ?</label><br>
<span class="wpcf7-form-control-wrap" data-name="organizationType"><select class="wpcf7-form-control wpcf7-select" aria-invalid="false" name="organizationType">
<option value="Fintech">Fintech</option>
<option value="Enterprise Tech">Enterprise Tech</option>
<option value="Investor/Advisor">Investor/Advisor</option>
<option value="Bank/Financial Institution">Bank/Financial Institution</option>
<option value="Service Provider">Service Provider</option>
<option value="Media/Government/Academia/Trade Association">Media/Government/Academia/Trade Association</option>
</select></span>
</p>
</div>
<div class="col-md-12 select-cat">
<p><label>Select the category that best fits your organization ?</label><br>
<span class="wpcf7-form-control-wrap" data-name="category"><select class="wpcf7-form-control wpcf7-select cat-1" aria-invalid="false" name="category" style="display: inline-block;">
<option value="Lending originator (consumer)">Lending originator (consumer)</option>
<option value="Lending originator (mortgage)">Lending originator (mortgage)</option>
<option value="Lending originator (business)">Lending originator (business)</option>
<option value="Lending originator (real estate)">Lending originator (real estate)</option>
<option value="Other lending innovation">Other lending innovation</option>
<option value="Wealth management">Wealth management</option>
<option value="Digital banking">Digital banking</option>
<option value="Payments">Payments</option>
<option value="Compliance / anti-fraud">Compliance / anti-fraud</option>
<option value="Crypto">Crypto</option>
<option value="Insurance">Insurance</option>
<option value="Capital markets / crowdfunding">Capital markets / crowdfunding</option>
<option value="Blockchain">Blockchain</option>
</select></span><br>
<span class="wpcf7-form-control-wrap" data-name="category"><select class="wpcf7-form-control wpcf7-select cat-2" aria-invalid="false" name="category">
<option value="CRM / marketing application">CRM / marketing application</option>
<option value="ERP / office application">ERP / office application</option>
<option value="Big data / analytics">Big data / analytics</option>
<option value="Artificial intelligence">Artificial intelligence</option>
<option value="Cloud computing">Cloud computing</option>
<option value="Cybersecurity / ID management">Cybersecurity / ID management</option>
<option value="Other">Other</option>
</select></span><br>
<span class="wpcf7-form-control-wrap" data-name="category"><select class="wpcf7-form-control wpcf7-select cat-3" aria-invalid="false" name="category">
<option value="Private Equity / Venture Capital / Accelerator">Private Equity / Venture Capital / Accelerator</option>
<option value="Insurance / Pension / Endowment">Insurance / Pension / Endowment</option>
<option value="Family office">Family office</option>
<option value="Hedge fund / mutual fund">Hedge fund / mutual fund</option>
<option value="Credit fund">Credit fund</option>
<option value="Wealth management / investment advisor">Wealth management / investment advisor</option>
<option value="Individual investor">Individual investor</option>
<option value="Other">Other</option>
</select></span><br>
<span class="wpcf7-form-control-wrap" data-name="category"><select class="wpcf7-form-control wpcf7-select cat-4" aria-invalid="false" name="category">
<option value="Commercial / savings bank">Commercial / savings bank</option>
<option value="Community bank / credit union">Community bank / credit union</option>
<option value="Investment bank">Investment bank</option>
<option value="Central / state-sponsored bank">Central / state-sponsored bank</option>
<option value="Non-bank lender / specialty finance">Non-bank lender / specialty finance</option>
<option value="Microlender">Microlender</option>
<option value="Trust company / custodian">Trust company / custodian</option>
</select></span><br>
<span class="wpcf7-form-control-wrap" data-name="category"><select class="wpcf7-form-control wpcf7-select cat-5" aria-invalid="false" name="category">
<option value="Accounting / audit / tax">Accounting / audit / tax</option>
<option value="Consulting / advisory / analyst">Consulting / advisory / analyst</option>
<option value="Legal">Legal</option>
<option value="Credit data / rating / underwriting">Credit data / rating / underwriting</option>
<option value="Marketing / events">Marketing / events</option>
<option value="Collections / loan servicing">Collections / loan servicing</option>
<option value="HR / recruiting">HR / recruiting</option>
</select></span><br>
<span class="wpcf7-form-control-wrap" data-name="category"><select class="wpcf7-form-control wpcf7-select cat-6" aria-invalid="false" name="category">
<option value="Media">Media</option>
<option value="Academia">Academia</option>
<option value="Government">Government</option>
<option value="NGO">NGO</option>
<option value="Industry association">Industry association</option>
</select></span>
</p>
</div>
<div style="display: none;">
<p><span class="wpcf7-form-control-wrap" data-name="webinar_id"><input size="40" class="wpcf7-form-control wpcf7-text" aria-invalid="false" value="" type="text" name="webinar_id"></span><br>
<span class="wpcf7-form-control-wrap" data-name="event_title"><input size="40" class="wpcf7-form-control wpcf7-text" aria-invalid="false" value="" type="text" name="event_title"></span><br>
<span class="wpcf7-form-control-wrap" data-name="organizationCategory"><input size="40" class="wpcf7-form-control wpcf7-text" aria-invalid="false" value="" type="text" name="organizationCategory"></span>
</p>
</div>
<div class="col-md-12">
<p><input class="wpcf7-form-control wpcf7-submit has-spinner btn btn-default" type="submit" value="Submit"><span class="wpcf7-spinner"></span>
</p>
</div>
</div>
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<div class="wpcf7-response-output" aria-hidden="true"></div>
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<h4>Nominee contact information: </h4>
<div class="form-group col-sm-6">
<p><label class="control-label col-sm-12" for="fname">First Name</label>
</p>
<div class="col-sm-12">
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<div class="form-group col-sm-6">
<p><label class="control-label col-sm-12" for="lname">Last Name</label>
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<div class="form-group col-sm-6">
<p><label class="control-label col-sm-12" for="company">Company</label>
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<div class="form-group col-sm-6">
<p><label class="control-label col-sm-12" for="title">Title</label>
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<h4>Contact information for individual submitting the nomination: </h4>
<div class="form-group col-sm-6">
<p><label class="control-label col-sm-12" for="in-fname">First Name</label>
</p>
<div class="col-sm-12">
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<div class="form-group col-sm-6">
<p><label class="control-label col-sm-12" for="in-lname">Last Name</label>
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<div class="form-group col-sm-6">
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</div>
<h4>Nomination Details </h4>
<div class="form-group col-sm-12">
<p><label class="control-label col-sm-12" for="leading-area">Emerging lending area the executive helped to advance:</label>
</p>
<div class="col-sm-12">
<p><span class="wpcf7-form-control-wrap" data-name="leading-area"><textarea cols="40" rows="4" class="wpcf7-form-control wpcf7-textarea wpcf7-validates-as-required form-control" id="leading-area" aria-required="true" aria-invalid="false"
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</p>
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<div class="form-group col-sm-12">
<p><label class="control-label col-sm-12" for="innovative-lending">Description of innovative lending strategy or concept:</label>
</p>
<div class="col-sm-12">
<p><span class="wpcf7-form-control-wrap" data-name="innovative-lending"><textarea cols="40" rows="4" class="wpcf7-form-control wpcf7-textarea wpcf7-validates-as-required form-control" id="innovative-lending" aria-required="true"
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<div class="form-group col-sm-12">
<p><label class="control-label col-sm-12" for="business-result">Business results or positive outcomes, or expected results, following a successful implementation of the innovative strategy or concept:</label>
</p>
<div class="col-sm-12">
<p><span class="wpcf7-form-control-wrap" data-name="business-result"><textarea cols="40" rows="4" class="wpcf7-form-control wpcf7-textarea wpcf7-validates-as-required form-control" id="business-result" aria-required="true"
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<div class="form-group col-sm-12">
<p><label class="control-label col-sm-12" for="additional-info">Additional insights or information related to the nominee’s qualifications for receiving an Innovative Lenders Award:</label>
</p>
<div class="col-sm-12">
<p><span class="wpcf7-form-control-wrap" data-name="additional-info"><textarea cols="40" rows="4" class="wpcf7-form-control wpcf7-textarea wpcf7-validates-as-required form-control" id="additional-info" aria-required="true"
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</form>Text Content
* Upcoming Events
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* Past Events
* Canadian Lenders Summit
*
* Equipment Finance Roundtable
* Reverse Mortgages & Forward-Thinking Savings
* Sustainable Finance Summit
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* Data
* Feb
* Reinventing the Mortgage: The Dos and Don’ts of Building a Digital
Homebuyer’s Journey
*
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* Oct
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* May
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* Identity, Fraud & Lending
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* Auto Fintech Lending
* Trade Finance Panel
* Canadian Lenders Summit
* Financial Health
* Digital Lending
* Venture Debt
* Cyber
* State of Fintech
* Capital formation
* Global Open Banking
* Collections
* Open Banking
* POS Lending
* Data Analytics
* Open Banking 2019
* Venture Debt 2019
* Lenders Summit 2019
* Credit Invisibles 2019
* RetailX 2019
* Specialty Finance 2019
* Lenders Summit 2018
* Upcoming
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* Sustainable Finance Summit
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REGISTRATION FORM
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ON MAY 15TH, 2024, DISCOVER HOW NEXT-GEN FIS ARE PARTNERING WITH FINTECH TO
ACCELERATE INNOVATION.
Join over 500 banks, credit unions and fintechs in our networking hall building
partnerships. The expert panels will take a deep dive into Core Modernization,
BaaS, Embedded, AI, New-to-Canada and much more.
(See last year’s sold-out Bankers Summit.)
SPEAKERS
* AMIT SADHU
SVP, Risk
* LIZ BILLYARD-ARMSTRONG
Chief Risk Officer
* GAYLE RAMSAY
Head, Everyday Banking, Segment & Customer Growth
* HANNA ZAIDI
Chief Compliance Officer
* NICOLE HUNTER
Chief Commercial Officer
* JOSHUAH LEBACQ
Principal, Venture Capital
* ANGELA SIM
Chief Technology Resiliency, Experience, Operations Officer
* JEFF ADAMSON
Co-founder
* KEVIN CARMICHAEL
Editor-at-Large
* AALLISON VAN ROOIJEN
VP Consumer Credit
* YG LEBOEUF
Founder CEO
* LAUREN THOMPSON
VP Specialty Finance
* YVETTE WU
CEO | Founder
* ANDREW MOOR
CEO
SPONSORS
AGENDA
7:30AM - 6:00 PM
Registration
CONTINENTAL BREAKFAST
Freshly Squeezed Orange Juice, Fruit Yoghurt, Butter Croissants & Fruit
Danishes, Deviled Hen’s Egg, Market Fresh Fruit Salad & Berries
—
Freshly Brewed Coffee & Selection of Teas
Network Hall Concurrent
NETWORK
Use the Bankers Summit App to setup meetings in the networking hall throughout
the day. Numbers in the app correspond with numbers on the networking tables.
Panel
FUTURE PROOFING: BUILDING A MODERN TECHNOLOGY STACK
Canadian banks are experiencing wholesale transformation. To gain a competitive
edge, banks need to reimagine their entire ecosystem – from product design,
customer service, IT infrastructure, workflows, data management, to employee
working habits. This session explores a wide range of issues banks face today,
and outlines how they can prepare for the opportunities of tomorrow. This is a
must attend session for CIOs and CTOs.
Panel
CARD GAMES: OPPORTUNITIES & RISKS FOR ISSUERS, PROCESSORS & NETWORKS
Debit and credit cards continue to be sticky with consumers and profitable for
banks and fintechs. But with real-time payments around the corner and increasing
regulatory scrutiny on the sector, how can issuers, processors, and networks
continue to stay ahead?
Break
MORNING SCHMOOZE
Freshly Brewed Coffee & Assorted Specialty Teas
Panel
BORDER TO BANK AND BEYOND
Canada has the highest rate of immigration in the G7. This is the largest
revenue opportunity that Canadian financial institutions have ever faced. But
how do you target, qualify, KYC, and open accounts for prospects with no credit
bureau, no SIN, and who perhaps haven’t even landed in the country? Meet the
fintechs and banks solving this problem.
Panel
IN THE EYE OF THE STORM: SOLVING CLOUD MIGRATION ISSUES
There are huge barriers to moving Canada’s financial services industry to the
cloud, but they are outweighed by the cybersecurity and compliance risks to not
doing so. We breakdown how banks should approach a migration and the pitfalls to
avoid.
Lunch
LUNCH
TASTE OF THE DANFORTH
Grilled Flatbread & Sumac Hummus, Chopped Green Salad, Mezze Platter, Grilled &
Marinated Vegetables, Lemon & Oregano Chicken Legs, Braised Lamb Shoulder,
Roasted Sumac Cauliflower, Pomegranate, Garlic, Tahini
—
Baklava & Fresh Fruit, Freshly Brewed Coffee & Selection of Teas
Panel
OPEN SESAME: OPEN BANKING
Canada has been kicking the open banking can down the road for years. 2024 is
the year we finally are seeing a shift. How can Canadian banks take advantage of
the API economy and turn open finance into a revenue driver?
Panel
IDENTITY UNMASKED: INNOVATIONS IN DIGITAL ID, KYC & AML
Fintech has totally shifted the way Canadians engage with financial services.
Regulators have taken notice… and so have bad actors. How can banks and fintechs
create trusted online experiences with forcing too much friction? This session
will take a look at the biggest changes in digital ID, KYC, & AML.
Panel
HOW IS FINTECH RESHAPING BUSINESS BANKING?
The suite of financial products available for corporate and small business
customers has become more comprehensive than ever. However, many of their needs
still remain unmet, representing a significant opportunity. This session will
explore how banks and fintechs are filling those gaps with new and innovative
solutions.
Network
AFTERNOON BREAK
Freshly Brewed Coffee & Assorted Specialty Teas
Panel
SCORING WITH AI: THE FUTURE OF LENDING?
AI makes adjudication faster, cheaper and more comprehensive. But with it comes
significant compliance and technology risk. This session will analyze how AI is
disrupting credit decisioning and keeping CROs up at night.
Awards
FINANCE AWARD WINNERS ANNOUNCED
The Tiffany & Co Award presented to individuals and companies:
Executive of the Year
Risk Officer of the Year
Diversity, Equity & Inclusion in Finance Award
Auto Finance Award
SMB Finance Award
Consumer Finance Award
Real-Estate Finance Award
New-to-Canada Finance Award
Equipment Finance Award
Sustainable Finance Award
* EQ BANK
Sponsored by EQ Bank
Network
AL FRESCO DRINKS
Outside with a view of the downtown cityscape, network with peers with cold wine
and beer.
DETAILS
DATE
May 15th, 2024
TIME
7:30AM – 6:00 PM
VENUE
MARS DISCOVERY DISTRICT
101 College St, Toronto, ON M5G 1L7
2019 INNOVATIVE LENDER AWARDS
Congratulations to Eva Wong and Andrew Graham for winning the 2018 LEADER OF THE
YEAR leadership award. The Tiffany & Co. crystal award was presented on Nov
21st at the Lenders Summit.
We are now welcoming 2019 Innovative Lender of the Year nominations. Innovative
Lenders are defined as: Executives and thought leaders who think outside the box
to develop and foster innovative concepts and strategies that help move the
overall lending industry forward.
We invite you to nominate an innovative lenders for this award. Award recipients
may include:
* Solution providers servicing the lending community
* Executives of B2B and B2C lending companies
* Industry thought-leaders and rainmakers
Additional criteria will encompass some or all of the following three areas
(please be as descriptive as possible in each response):
1. Emerging lending technology solutions or business models that executives
helped to advance.
2. Specific innovative lending strategy or idea conceptualized and/or launched.
3. Business results or positive outcomes, or expected results, following a
successful implementation of the innovative strategy or concept.
We’ll also ask for any additional insights or comments related to the nominee’s
qualifications for receiving an Innovative Lenders Award.
To nominate an executive click the NOMINATE link
Nominate for Award
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NOMINEE CONTACT INFORMATION:
First Name
Last Name
Company
Title
Email
CONTACT INFORMATION FOR INDIVIDUAL SUBMITTING THE NOMINATION:
First Name
Last Name
Company
Title
Email
NOMINATION DETAILS
Emerging lending area the executive helped to advance:
Description of innovative lending strategy or concept:
Business results or positive outcomes, or expected results, following a
successful implementation of the innovative strategy or concept:
Additional insights or information related to the nominee’s qualifications for
receiving an Innovative Lenders Award:
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