AGENDA - 2020
MORNING WEBINAR 10:00am – 12:05pm (EST)
10:00am - SUMMIT WELCOME
Tania Ferreira, Head of Events Content Production, Bonhill Group plc.
Co-Host Introduction
Kari Chaudhry, CEO, The Atlantic Society
Dylan Emery, Editorial Director, Last Word Media UK
OVERCOMING GLOBAL CHANGE
10:10am 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?
Moderator:
Preeti Malik, Partner and Global Head of Risk and Financial Crime, Capgemini
Speaker:
Jennifer McDonald, Chief Operating Officer, Moka Financial Technologies
Jennifer Reynolds, President and CEO, Toronto Finance International
STREAM 1 – INVESTING RESPONSIBLY
10:50am 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 & Founder, Femmebought
Speakers
Prathna Ramesh, Managing Director, Maple Leaf Angels
Jill Earthy, CEO, Women’s Enterprise Centre of BC
11:25am FIRESIDE CHAT: Have you been socially responsible?
- 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
Speakers:
Catherine Philogene, Vice President, Product Management, RBC Global Asset Management
Signi Schneider, Responsible Business, ESG, Sustainability & Business Ethics Expert
Amy Hepburn, CEO, Investor Leadership Network
STREAM 2 – FINTECH
10:50am 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?
Moderator:
Preeti Malik, Partner and Global Head of Risk and Financial Crime, Capgemini
Speakers:
Layial El-Hadi, Executive Director, Fintech Cadence
Colin Deacon, Independent Senator, Senate of Canada
11:25am 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
Speaker:
Keren Moynihan, CEO & Co-Founder, Boss Insights
Mark Usher, Managing Director and North American Market Leader, CIBC Innovation Banking
12:05pm – End of Morning Webinar
12:05pm – 2:00pm – Lunch Break
AFTERNOON WEBINAR 2:00pm – 4:00pm (EST)
2:00pm - AFTERNOON WELCOME
Tania Ferreira, Head of Events Content Production, Bonhill Group plc.
Co-Host Introduction
Kari Chaudhry, CEO, The Atlantic Society
Dylan Emery, Editorial Director, Last Word Media UK
STREAM 1 – EVOLVING LEADERS
2:10pm 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
Speaker:
Yvonne Ruke Akpoveta, Change Strategist & Advisor, The Change Leadership
2:50pm 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
Speakers:
Michelle Joliat, Managing Director, Project Delivery, Ontario Teachers’ Pension Plan
Julia Kassam, Managing Director – Innovation Banking, CIBC
STREAM 2 – REDESIGNED WORKPLACES
2:10pm 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
Speakers:
Joshua Varghese, VP & Portfolio Manager – Global Real Estate, CI Investments
Jennifer Collins, CEO and Culture & Leadership Strategist, Hazell & Collins Associates
2:50pm 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
Speakers:
Ula Ubani, Chief Ethics and Conduct Officer, BMO Financial Group
Ram Dhan Yadav Katamaraja, Founder and CEO, Colaberry Inc
BE YOURSELF AND KEEP GOING
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.
Speaker:
Jackie Porter, Founder, Team Jackie Porter Carte Wealth Management
3:50pm Summit round-up
Tweet your pledge: Making your pledge for change
- Given the content and insights shared, attendees are asked to pledge an act of change.
- What actionable takeaway will you do first?
4:00pm – End of the Summit – See you next year!