Select Page

AGENDA

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 CollinsCEO 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!