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Momentum 2024 Agenda

 

Pre-conference & Social
October 28
Conference Day 1
October 29
Conference Day 2
October 30
Pre-conference invitational

Sessions focused on specific operations:

  • Treasury Roundtable
  • Fraud Fighters Forum
3:00 p.m. — 7:30 p.m.
Registration open
  • 3:00 - 5:00 pm in the conference centre foyer 
  • 5:15 - 7:30 pm at the Welcome Reception 
5:30 p.m. — 7:30 p.m.
Momentum Welcome Reception

 Regatta Room

Sponsored by 

7:00 a.m. — 7:00 p.m.
Registration and information open
8:00 a.m. — 7:00 p.m.
Exhibit Hall open
8:00 a.m. — 9:00 a.m.
Breakfast

 Exhibit Hall

 

9:00 a.m.
Welcome to Momentum

Opening remarks

Frontenac Ballroom

Sheila Vokey picture
Sheila Vokey
Julie Breuer picture
Julie Breuer
9:15 a.m.
Canada today: In conversation with Senator Colin Deacon on the national context for leading in the financial sector into 2025

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 

Colin Deacon picture
Colin Deacon
Julie Breuer picture
Julie Breuer
10:15 a.m.
What to watch for: A fireside chat with Tolga Yalkin, OSFI

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

Sheila Vokey picture
Sheila Vokey
Tolga Yalkin picture
Tolga Yalkin
11:00 a.m. — 11:15 a.m.
Morning Break

Sponsored by 

11:15 a.m.
Fraud: Whose fault is it anyway? Scam liability shift from consumers to credit unions and banks

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 

Kevin Luh picture
Kevin Luh
Jeff Thomson picture
Jeff Thomson
Ron Kaine picture
Ron Kaine
A
Andrea d'Entremont
12:15 p.m. — 1:15 p.m.
Lunch

 Exhibit Hall

Sponsored by 

1:15 p.m.
Breaking barriers: Overcoming challenges in building modern financial experiences in Canada

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

Nolan Andres picture
Nolan Andres
Lisa Durnford picture
Lisa Durnford
Andrew Dale picture
Andrew Dale
Alex Moss picture
Alex Moss
Chris MacDonald picture
Chris MacDonald
1:15 p.m.
Descending from peak rates: What’s next for the economy and housing markets?

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

Bryan Yu picture
Bryan Yu
2:15 p.m.
Open banking: Where do we go now?

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

Abraham Tachjian picture
Abraham Tachjian
Robert Hayman picture
Robert Hayman
Greg Dyck picture
Greg Dyck
2:15 p.m.
A very shiny object: Harnessing AI in business

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

Chris Ford picture
Chris Ford
3:15 p.m. — 3:30 p.m.
Afternoon Break

Sponsored by 

3:30 p.m.
Fintech and financial institution partnership models: A discussion

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

Alex Vronces picture
Alex Vronces
Adeline Cheng picture
Adeline Cheng
Daniel Saindon picture
Daniel Saindon
4:15 p.m.
The future of payments: Modernizing Canada's financial landscape

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

Kristina Logue picture
Kristina Logue
Ian Thomas picture
Ian Thomas
Scott Robertson picture
Scott Robertson
David Tait picture
David Tait
5:00 p.m. — 7:00 p.m.
Happy Hour!

 Exhibit Hall

Sponsored by  

7:00 a.m. — 5:00 p.m.
Registration and information open
7:30 a.m. — 3:00 p.m.
Exhibit Hall open
7:30 a.m. — 8:30 a.m.
Breakfast

 Exhibit Hall

Sponsored by 

8:30 a.m.
The Momentum leader panel

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

Sheila Vokey picture
Sheila Vokey
Jay-Ann Gilfoy picture
Jay-Ann Gilfoy
Wellington Holbrook picture
Wellington Holbrook
Blair Wiley picture
Blair Wiley
Barclay Hancock picture
Barclay Hancock
9:30 a.m.
Global perspectives on the financial services industry and lessons learned

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

Heather McKissick picture
Heather McKissick
Larni de Courtenay picture
Larni de Courtenay
Mirren Harris picture
Mirren Harris
Zack Fuerstenberg picture
Zack Fuerstenberg
10:30 a.m. — 10:45 a.m.
Morning Break

Sponsored by 

10:45 a.m.
Fireside with FINTRAC: Commitment to community

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

Carol Ann Northcott picture
Carol Ann Northcott
Philippe Blanchette picture
Philippe Blanchette
11:30 a.m.
Empowering small business growth: Strategies and trends shaping Canada’s future

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

Dan Kelly picture
Dan Kelly
Sue Whitney picture
Sue Whitney
12:15 p.m. — 1:15 p.m.
Lunch

 Exhibit Hall

Sponsored by 

1:15 p.m.
State of the System: How can credit unions win?

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

Doug Macdonald picture
Doug Macdonald
1:15 p.m.
Digital banking review outcomes Q&A

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

2:15 p.m.
Shift from reactive to proactive: Small and medium businesses becoming targets of cyberattacks

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

Dina Vardouniotis picture
Dina Vardouniotis
Jamie Kruspel picture
Jamie Kruspel
Pravine Balkaran picture
Pravine Balkaran
Amisha Parikh picture
Amisha Parikh
2:15 p.m.
Bridging generations: Transforming financial services for tomorrow's clients and talent

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

Tabitha Creighton picture
Tabitha Creighton
3:15 p.m. — 3:30 p.m.
Afternoon Break

Sponsored by 

3:30 p.m.
Merging forward: Future credit union paths and strategies for success

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

Dan Johnson picture
Dan Johnson
Bill Corbett picture
Bill Corbett
Lori Archibald picture
Lori Archibald
Karen Hawes picture
Karen Hawes
4:20 p.m.
Imperatives: Preserving scale and value through transformational change

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

Todd Roberts picture
Todd Roberts
4:50 p.m.
Closing remarks

Frontenac Ballroom

Sheila Vokey picture
Sheila Vokey

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