Momentum 2024 Agenda
Sessions focused on specific operations:
- Treasury Roundtable
- Fraud Fighters Forum
- 3:00 - 5:00 pm in the conference centre foyer
- 5:15 - 7:30 pm at the Welcome Reception
Exhibit Hall
Opening remarks
Frontenac Ballroom
Join Senator Colin Deacon in conversation with Julie Breuer, Central 1 Chief Client Experience Officer, on the current lens for navigating business in the financial sector in Canada heading into 2025. This session includes an extended Q&A opportunity with the Senator.
Frontenac Ballroom
What's the "watchdog" watching? Assistant Superintendent, Tolga Yalkin, sits down with Sheila Vokey to discuss AI, crypto reporting, mortgages and other topics and trends the Office of the Superintendent of Financial Institutions is evaluating and planning for.
Frontenac Ballroom
As technology and AI advance, fraudulent activities, scams and disinformation campaigns are on the rise. Whose responsibility is it to combat this issue? What does a potential liability shift mean to financial institutions?
Frontenac Ballroom
BREAKOUT 1
Join this session to discover how you can contribute to solving persistent challenges in Canada’s financial landscape. The panelists will discuss ongoing barriers and share their perspectives on building modern financial experiences. You’ll gain valuable guidance on what it takes to foster an innovative and inclusive financial ecosystem in Canada.
Frontenac Ballroom
BREAKOUT 2
Canada’s economy remains in a state of constant flux but the next phase is clear. Interest rates are in decline with inflation normalizing and economic risks mounting. Join Bryan Yu as he provides economic insights and his perspective on how fast and how far rates will decline, if Canada is at risk of recession and impacts on the housing market.
Metro West
BREAKOUT 3
This session will feature a discussion around why and how financial institutions should explore the strategy to pursue open banking (AKA consumer-driven banking) for the benefit of your organization and your customers. The panel will discuss how FIs should think about technical enablement, including approaches to vendor selection.
Frontenac Ballroom
BREAKOUT 4
In today’s fast-evolving digital era, Artificial Intelligence (AI) is transforming business operations, amplifying human decision-making rather than replacing it. The key to unlocking AI's full potential lies in understanding it as a powerful programmatic tool and human job aid, not a panacea. This presentation explores how AI, when thoughtfully integrated into well-engineered solutions, enhances decision-making, streamlines operations, and drives business innovation. We'll address key risks, such as data privacy, ethics, and bias, emphasizing the importance of responsible AI use. The focus will be on adopting AI strategically, with clear goals, and why AI needs humans in the centre, in our pursuit of tangible outcomes driving value creation.
Metro West
The session will explore the current state of fintech and financial institution partnerships in Canada. Panelists will discuss challenges, strategies for stronger collaborations and actionable insights for leaders seeking to enable more accessible partnership models in the evolving financial landscape.
Frontenac Ballroom
Join our panel of experts as they explore Canada's payments modernization journey and its impact on payment experiences, including enhanced data accessibility. Gain insights into key milestones, important considerations ahead and the future of payments.
Frontenac Ballroom
Jay-Ann Gilfoy of Meridian, Wellington Holbrook of Vancity, Blair Wiley of Wealthsimple join Central 1 CEO Sheila Vokey to discuss top-of-mind topics, challenges and key opportunities for the financial services industry. They'll explore our collective opportunities as we deliver banking choice to Canadians.
Frontenac Ballroom
As technology, regulation, and consumer behavior evolve, financial institutions face unprecedented challenges and opportunities. This panel will provide valuable perspectives on the future of finance on a global scale. Our expert panel will explore key global learnings from recent developments, including current trends, the importance of leadership, the key resilience factors to watch out for, and explore how these opportunities or challenges can be navigated in the short term and longer term.
Frontenac Ballroom
Join this discussion to explore FINTRAC's role as a partner with financial institutions and their perspective on compliance and intelligence trends, modernization initiatives and upcoming Financial Action Task Force (FATF) country evaluation.
Frontenac Ballroom
In this session, we’ll explore Canada’s small business ecosystem, learn practical strategies for supporting and retaining small business clients, and learn how emerging trends like open banking and faster payments are interconnected with small business growth in Canada.
Frontenac Ballroom
BREAKOUT 5
This briefing reviews the current state of competitive pressures, financial realities, operational challenges and tremendous opportunities facing Canada’s banking sector and credit unions. What’s happening in the market, and how can credit unions win? This strategic lens is specially tailored for credit union leaders.
Frontenac Ballroom
BREAKOUT 6
An additional opportunity for Central 1 digital banking clients and partners to reconnect on the outcomes of Central 1's digital banking review and our support for clients as they transition over the next few years.
Metro West
BREAKOUT 7
Viruses, ransomware, phishing, internal fraud, DDoS are not unique to large organizations anymore. When it comes to the complexity of managing sensitive customer data, payments, IT infrastructure, with third party interfaces, SMBs are susceptible to risks that materially affect their business. This panel discussion will focus on opportunities to help small businesses face these challenges, the impact to credit unions and smaller FIs, and what you can do to help your members/customers.
Full speaker list coming soon.
Frontenac Ballroom
BREAKOUT 8
The Financial Services industry - banks, insurance providers and credit unions alike - is currently experiencing the largest, unprecedented intergenerational wealth transfers. To amplify this trend, client and member expectations are constantly being shaped by experiences that individuals have outside of the financial services space (e.g., increased flexibility, individualization, instant gratification, single point of service). People are increasingly expecting financial services providers to become more involved in their overall financial health and personal goals / journeys.
Organizations have been rethinking their total value proposition to best respond to evolutions in the financial services industry. Becoming a "best choice" financial services provider requires evolved strategies to meet the integrated needs of two entirely new generations through two lenses. In this session, we will discuss transformation opportunities for credit unions to best capture the changing workforce and target member demographics.
Metro West
Join this session to explore and learn about the importance of exploring future paths for credit unions. While tying in the big system issues, credit unions are responding to themes in different and innovative ways. We will be uncovering the business decisions underlying the need to merge and find ideal merger partners, as well as other more untraditional routes, such as interprovincial mergers, credit union collaborations, and federalization.
Frontenac Ballroom
No stranger to the financial landscape in Canada, Todd Roberts is a seasoned expert analyzing and advising our community and defining the challenges and opportunities now and forecast for the future. Join this informative session for some deep insights and questions to help shape your actions to the path forward.
Frontenac Ballroom
Frontenac Ballroom