Producer’s Welcome
Tania Ferreira, Senior Conference Producer, Bonhill Group

Chairperson’s Welcome
Sherry Cooper, Chief Economist, Dominion Lending Centres

• Discussing the technological, social and regulatory disruptors in the finance services industry
• How has the era of digitalisation influenced internal processes and client services?
• How have customer demands and customer journeys changed in the last 3 years?
• Analysing regulatory change – the regulations that impact your sector and your clients
• Predictions: Which disruptors will have the largest impact on the industry in the coming years?

Moderator:
Joanne Modugno, Director, Banking Sales, Fraedom

Speakers:
Zemfira Khisaeva, Vice President, Technology and Enterprise Strategy, Scotiabank
Michele Poole, Global Head of Customer Experience, Buckzy Payments
Mahima Poddar, Senior Vice President, Digital Banking and Strategy, Equitable Bank
Reena Chaudhary, Partner, R&G Advisory

• Understanding open banking
• Reviewing case study examples i.e. UK & Australia
• Bank specific vs open data sharing
• Highlighting the risks and opportunities
• What is the way forward for the Canadian financial services industry?

Moderator:
Paula Pereira, Partner, PwC

Speakers:
Daniel Eberhard, CEO, Koho
Alexandra Nuth, Managing Director, Brightside by ATB Financial 

• What is the state of the banking sector today?
• What new technologies are being adopted? Where and how are they being applied?
• Discussing the growing surge of independent banks and their offerings
• Looking ahead: What will the banking sector look like in the next 3 years?

Moderator:
Preeti Malik, FinTech Product Founder

Speakers:
Elisabeth Laett, VP Business Development, Exagens
Jennifer McDonald, COO, Mylo Financial Technologies

• Why AI bias is a concern for all financial sectors
• Where are the biggest risks and how are new technologies developing/hindering progress?
• What should companies’ lookout for?

Facilitator:
To Anh Tran, Senior Digital Executive Advisor, TAT Strategic Management Consulting

Speakers:
Ashley Casovan, Executive Director, AI Global
Keren Moynihan, Co-Founder, Boss Insights

• How advanced are we with regards to social and responsible efforts vs global markets
• Understanding the social concerns and opportunities
• How much are investment patterns evolving and becoming more ‘responsibly’ driven?

Speaker:
Bridget Zhang, Manager, SVX

• How easy is it to invest for good?
• Discussing the growing importance of the impact lens
• Mapping clients’ interests along the impact curve
• Success stories in portfolio management

Speaker:
Alessia Falsarone, Head of Sustainable Investing DM, PineBridge Investments

• What are investors looking for in potential business opportunities? How has this criteria changed
  over the last 10 years?
• Why is only 2% of investment funds being invested in female entrepreneurs?

Speaker:
Amanda Parker, Director of Innovation, FundThrough

• What are we looking for in company founders and potential business partners today?
• What does it take to get to the top?
• Identifying the barriers, what needs to change and how to do it?
• How can associations, governing bodies and alliances support greater change?

Moderator:
Kari Chaudhry, CEO, The Atlantic Society

Speakers:
Sophia Ruffolo, Founder & CEO, femmebought
Mary Throop, Founding Partner, Summerhill Capital Management
Christina Camacho, Founder & CEO, IvyLender

• How to capitalize on the resources that are at our fingertips – from colleagues, to friends and family to the one contact that can double your network 
• The Linkedin Effect – how to utilize the platform to advance your professional career
• How to become the mentor you look for in others  
• Finding your tribe and learning how to nurture it 
• Networking for the more introverted

Speaker
Sharon Zohar, Founder & CEO, The Big Push  

• Speaking the language of a leader – what does this mean?
• Comparing various leadership styles – strengths and weaknesses
• How to lead effectively and be you
• It’s not just about IQ, you also need an Emotional Quotient (EQ) – overcoming your own unconscious bias and getting to the top

Moderator:
Julia Kassam, Managing Director, CIBC Innovation Banking

Speakers:
Michelle Joliat, Managing Director and Head, Wealth Digitization, Robotics & Process Transformation, BMO Financial Group
Michelle McBane, Managing Director, StandUp Ventures
Tara Kennedy, Head of Trading, Wealthsimple
Rebecca Peacock, Co-Head RBC InvestEase, RBC

• Discussing the diversity of the current talent pool
• How do issues of inclusivity affect the industry – beyond gender?
• How do we bring the diverse workforce into the financial sector?
• How can institutions better welcome and cater to varied, talented employees?
• Live Q&A on career changing into, out of and within financial services

Speaker:
Kari Chaudhry, CEO, The Atlantic Society

• Discussing the key takeaways from this year’s summit
• What topics would you like to hear about at WIF 2020
• Tweet your pledge: Making your pledge for change
• Given the content and insights shared, attendees are asked to pledge what they will implement and/or take back to their business