Morning Welcome Address
10:00 AM  to  10:10 AM v Main Plenary

Timings are Eastern Standard Time

10:00 AM Morning Welcome Remarks

Tania Ferreira, Head of Event Content Production, Bonhill Group plc

Co-host Introduction 

Kari Chaudhry, CEO, The Atlantic Society  

Dylan Emery, Editorial Director, Last Word Media UK ​

Speakers:
Kari Chaudhry. CEO. The Atlantic Society.
Dylan Emery. Editorial Director. Last Word Media.
How has the pandemic impacted the Canadian financial services industry?
10:10 AM  to  10:45 AM v Main Plenary

Timings are Eastern Standard Time

10:10 AM Fireside Chat: How has the pandemic impacted the Canadian financial services industry?  

  • Discussing the current market volatility being experienced across financial sectors - what have been the most significant changes?
  • How does this compare to the 2008 crisis? Outlining similarities and differences
  • What opportunities are there for companies and financial services professionals?
  • How has this experience impacted diversity and inclusion efforts?
    • Have we regressed or is there a feeling of togetherness for better?

 

ModeratorPreeti Malik, Partner and Global Head of Risk and Financial Crime, Capgemini 

Jennifer McDonald, Chief Operating Officer, Moka Financial Technologies

Jennifer Reynolds, President and CEO, Toronto Finance International  

Speakers:
Jennifer McDonald. Chief Operating Officer. Moka Financial Technologies.
Jennifer Reynolds. President and CEO. Toronto Finance International.
Preeti Malik. Partner and Global Head of Risk and Financial Crime. Capgemini.

Stream 1 - Investing Responsibly

Stream 1 - Investing Responsibly
Investing Responsibly
10:50 AM  to  11:55 AM v Webinar

Timings are Eastern Standard Time

10:50 AM Fireside chat:  Where is the money going?

  • Where are venture capital firms betting their money?
  • What are the winning venture funded categories from the last couple of years and why?
  • What are some investments that large financial institutions are making in this space?
  • What are future trends to look out for or have a high likelihood of raising venture capital?

 

Moderator: Sophia Ruffolo, CEO & Founders, Femmebought 

Prathna Ramesh, Managing Director, Maple Leaf Angels 

Jill Earthy, CEO, Women’s Enterprise Centre of BC 

 

11:25AM Panel Discussion: Have you

  • Breaking down the ESG components and highlighting the rise and importance of Social - what does "Social" cover, and how is it measured?
  • What are companies doing to ensure durable and sustainable social change? What have they improved/added that wasn’t there before?
  • How has the company’s interaction with stakeholders been transformed? How are investors engaging with companies?
  • Where is the pressure coming from? Is this the start of a new "Green" wave? 

 

Moderator: Laura McGee, Founder & CEO, Diversio 

Catherine Philogene, Vice President, Product Management, RBC Global Asset Management

Signi Schneider, Responsible Business, ESG, Sustainability & Business Ethics Expert MSCI

Amy Hepburn, CEO, Investor Leadership Network

Speakers:
Signi Schneider. Responsible Business, ESG, Sustainability & Business Ethics Expert.
Catherine Philogene. Vice President, Product Management. RBC Global Asset Management.
Laura McGee. Founder & CEO. Diversio.
Prathna Ramesh. Managing Director. Maple Leaf Angels.
Sophia Ruffolo. CEO & Founder. Femmebought.
Amy Hepburn. CEO. Investor Leadership Network.
Jill Earthy. CEO. Women's Enterprise Centre of BC.

Stream 2 - Fintech

Stream 2 - Fintech
Fintech
10:50 AM  to  11:55 AM v Webinar

Timings are Eastern Standard Time

10:50 AM Fireside chat: FinTech’s to the rescue

  • What part have Fintech’s played prior to and during this pandemic?
  • How do we mitigate the risk of losing the vibrant ecosystem of start-ups, scaleups and high growth in the economic downturn?
  • Will / is the revolution of FinTech extending from banking innovation and take root across sectors i.e. insurance, wealth management and asset management?

 

ModeratorPreeti Malik, Partner and Global Head of Risk and Financial Crime, Capgemini 

Layial El-Hadid, Executive Director, Fintech Cadence

Colin Deacon, Independent Senator, Senate of Canada

 

11:25 AM Case Study Discussion: Collaboration during COVID - the key to getting businesses funded

This talk will illustrate that COVID brought forth the spirit of collaboration required to address a real need in the financial services industry keeping businesses funded to support the economy in this unprecedented time. Introducing the ‘FinTech fighters collaborating to fund businesses’.

Moderator: Mark Reisler, Managing Director, Fintech Growth Syndicate 

Keren Moynihan, CEO & Co-Founder, Boss Insights

Mark Usher, Managing Director and North American Market Leader, CIBC Inovation Banking

Speakers:
Layial El-Hadi. Executive Director. Fintech Cadence.
Keren Moynihan. CEO & Co-Founder. Boss Insights.
Colin Deacon. Independent Senator. Senate of Canada.
Mark Usher. Managing Director and North American Market Leader. CIBC Innovation Banking.
Mark Reisler. Managing Director. Fintech Growth Syndicate.
Preeti Malik. Partner and Global Head of Risk and Financial Crime. Capgemini.
Morning Closing Remarks
12:00 PM  to  12:05 PM v Main Plenary

12:00 PM Closing remarks

12:00 PM End of morning sessions

Lunch Break
12:05 PM  to  2:00 PM
Afternoon Welcome Remarks
2:00 PM  to  2:10 PM v Main Plenary

Timings are Eastern Standard Time

2:00 PM Afternoon Welcome

Tania Ferreira, Head of Event Content Production, Bonhill Group plc. 

Co-host Introduction  

Kari Chaudhry, CEO, The Atlantic Society 

Dylan Emery, Editorial Director, Last Word Media UK ​

Speakers:
Kari Chaudhry. CEO. The Atlantic Society.
Dylan Emery. Editorial Director. Last Word Media.

Stream 1 - Evolving Leaders

Stream 1 - Evolving Leaders
Evolving Leaders
2:10 PM  to  3:25 PM v Webinar

Timings are Eastern Standard Time

2:10 PM Presentation: Leading Through Change

  • The importance of change leadership in today’s accelerated future of work
  • How to influence and drive change in disruptive business environments
  • Why EQ, empathy and communication skills are the ultimate triple threat


Yvonne Ruke Akpoveta, Change Strategist & Advisor, The Change Leadership

 

2:50 PM Fireside chat: Team reboots

  • How much did your teams change?
  • How did you provide security and reassurance to your employees?
  • How much was productivity and motivation impacted? How did you overcome this?
  • How have you made your team/s better?

 

Moderator: Sophia Ruffolo, CEO & Founders, Femmebought

Michelle Joliat, Managing Director, Project Delivery, Ontario Teachers’ Pension Plan

Julia Kassam, Managing Director – Innovation Banking, CIBC 

Speakers:
Michelle Joliat. Managing Director, Project Delivery. Ontario Teachers’ Pension Plan.
Sophia Ruffolo. CEO & Founder. Femmebought.
Yvonne Ruke Akpoveta. Change Strategist & Advisor. The Change Leadership.
Julia Kassam. Managing Director – Innovation Banking. CIBC.

Stream 2 - Redesigned Workplaces

Stream 2 - Redesigned Workplaces
Redesigned Workplaces
2:10 PM  to  3:25 PM v Webinar

Timings are Eastern Standard Time

2:10 PM Fireside chat: Is this the change ‘opportunity’ we have been waiting for?

  • Reviewing some of the persistent challenges regarding company culture and policies faced over the years i.e. flexible working, technological investment, upskilling opportunities, etc.
  • Why has it had to come down to a global pandemic for change to be adopted?
  • Everyone has a part to play - How can we guarantee continuity for more progressive cultures and policies?

 

Moderator: Bindu Dhaliwal, Ombudsperson, BMO Financial Group 

Joshua Varghese, VP & Portfolio Manager – Global Real Estate, CI Investments

Jennifer Collins, CEO and Executive Coach, Culture and Leadership Strategy, Hazell & Collins Associates

 

 

2:50 PM Fireside: Equal opportunities for all

  • What are the main issues around representation in financial institutions in Canada?
  • What strategies can we deploy to ensure that BIPOC (Black, Indigenous, People of Colour), LGBTQIA+ and women with disabilities are not left behind in female empowerment?
  • The need to create an inclusive workplace and allow the diverse workforce to be fully integrated and welcomed

 

Moderator: Kari Chaudhry, CEO, The Atlantic Society 

Ula Ubani, Chief Ethics and Conduct Officer, BMO Financial Group 

Ram Dhan Yadav Katamaraja, Founder and CEO, Colaberry Inc 

Speakers:
Kari Chaudhry. CEO. The Atlantic Society.
Ula Ubani. Chief Ethics and Conduct Officer. BMO Financial Group.
Ram Dhan Yadav Katamaraja. Founder and CEO. Colaberry Inc.
Jennifer Collins. CEO and Culture & Leadership Strategist. Hazell & Collins Associates.
Bindu Dhaliwal. Ombudsperson. BMO Financial Group.
Joshua Varghese. VP & Portfolio Manager – Global Real Estate. CI Investments.
Overcoming the pandemic together
3:30 PM  to  3:50 PM v Main Plenary

3:30pm PRESENTATION: Discovering the opportunity and raising to the challenge in a pandemic  

  • Don’t underestimate your power and ability to adapt and grow  
  • COVID-19 has revealed the cracks 
  • A women’s journey to building wealth 
  • Reimagine the client advisor relationship 
  • Adapting your viewpoint – glass half full or half empty? 
  • Make a difference in people's lives.

 

Jackie Porter, Founder - Team Jackie Porter Carte Wealth Management.​

Speaker:
Jackie Porter. Founder. Team Jackie Porter Carte Wealth Management.
Afternoon Closing Remarks
3:50 PM  to  4:00 PM v Main Plenary

3:50  PM Afternoon Closing Remarks

4:00  PM End of Afternoon Webinar