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Monday, October 6
Momentum – Day 1
Tuesday, October 7
Momentum – Day 2
Wednesday, October 8
Momentum – Day 3
12:00 p.m. — 1:00 p.m.
Lunch

Sponsored by    CMHC Logo 

 

 Exhibit Hall

1:00 p.m. — 1:15 p.m.
Opening remarks

 Macdonald ABC

Sheila Vokey picture
Sheila Vokey
1:15 p.m. — 1:30 p.m.
Traditional Welcome to the Territories

Ambassadors of the Squamish (Sḵwx̱wú7mesh) and Lil'wat (Lil’wat7ul) Nations.

 

 Macdonald ABC

1:30 p.m. — 2:30 p.m.
The reinventionist mindset: Turning disruption into opportunity

[Keynote]

 

Disruption is no longer the exception — it’s the norm. In this keynote, transformation strategist and author Joe Jackman shares a playbook for navigating change. Drawing on decades of experience reinventing global brands, he shows how financial services leaders can embrace curiosity, collaboration and bold choices to build organizations that thrive amid shifting markets and rising customer expectations.

 

Key learnings: 

  • Why mindset underpins lasting transformation 
  • How to create conditions for change that stick 
  • Frameworks for making bold, purposeful choices 
  • How adaptability fuels both relevance and growth

 

Sponsored by NewGround Logo

 

 Macdonald ABC

Joe Jackman picture
Joe Jackman
2:30 p.m. — 3:30 p.m.
North American outlook: What's next for Canada and the US

Uncertainty in growth, inflation and interest rates continues to shape the economic outlook across North America. In this session, Jason Daw, Head of North American Rates Strategy at RBC Capital Markets, provides a forward-looking view on Canadian and US markets. He’ll highlight the forces shaping rates, trade and investment, and what you should watch for as you plan for the year ahead.

 

Key learnings: 

  • Factors influencing Canada and US growth outlooks 
  • What shifting interest rate paths could mean for markets 
  • How financial institutions can prepare 

 

 Macdonald ABC

Jason Daw picture
Jason Daw
3:30 p.m. — 4:00 p.m.
Networking break

Sponsored by    CMHC Logo 

 

 Exhibit Hall

4:00 p.m. — 5:00 p.m.
Top trends in the Canadian payments landscape

[Breakout 1]

 

Canadians and the financial services organizations who serve them are experiencing an era of incredible change and opportunity when it comes to how money is managed, moved and, even, transformed. In this session, Daniel Iwachiw, Vice President & Head of Product with Visa Canada, will unpack emerging trends that you should be thinking about to keep pace with the industry, stay ahead of your members' and customers' expectations, and take advantage of opportunities to transform your payments experiences.

 

Key topics:

  • Generational shifts changing distribution of spending power
  • Heightened emphasis on diverse affluent travel and lifestyle offerings
  • Enterprise rewards driving customer loyalty
  • Seamless experiences/fraud
  • Stablecoins transitioning to traditional payment solutions
  • AI-powered commerce revamping current payment infrastructure

 

 Macdonald ABC

Daniel Iwachiw picture
Daniel Iwachiw
4:00 p.m. — 5:00 p.m.
Cooperative finance at a crossroads: Strengthening system design for what's ahead

[Breakout 2]

 

Credit unions face declining market share, uneven tech adoption and mounting regulatory pressure. Is today’s cooperative model built for what’s ahead? In this session, BCFSA’s CEO and superintendent shares insights from province-wide engagement on two possible paths: consolidation for scale and federated models that preserve autonomy while leveraging shared platforms.

 

Learn how these choices shape: 

  • System resilience 
  • Regulator–credit union collaboration 
  • Long-term stability

 

 Macdonald D

Tolga Yalkin picture
Tolga Yalkin
5:00 p.m. — 7:00 p.m.
Welcome reception

Sponsored by     CUMIS | Co-operators Logo       Aviso Logo

 

 Rooftop

7:00 a.m. — 8:15 a.m.
Breakfast

Sponsored by    Interac Logo

 

 Exhibit Hall

8:15 a.m. — 9:15 a.m.
AI and the future of fraud: Emerging risks and new defenses

[Keynote]

 

AI is transforming the fraud landscape, powering scams that are faster, more personalized and harder to detect. But it can also be a powerful line of defense. In this keynote, digital vigilance expert Ritesh Kotak explores the shifting roles of privacy, AI and cybersecurity in fraud. From hyper-personalized attacks to high-profile failures, he unpacks what could have been done better and how emerging strategies can tip the balance.

 

Key themes: 

  • Privacy, AI and cybersecurity in modern fraud
  • Lessons from real-world failures
  • Ethics, bias and responsible AI use

 

Sponsored byFiserv Logo

 

 Macdonald ABC

Ritesh Kotak picture
Ritesh Kotak
9:15 a.m. — 9:30 a.m.
Transition break
9:30 a.m. — 10:30 a.m.
Innovating with Interac: How KONEK can enhance your customer experience

[Breakout 1]

 

As retail continues its rapid digital transformation, consumers demand payment experiences that are secure, seamless, and available anytime, anywhere. In this session, Kris Zanuldin, Head of KONEK, will talk about the future of digital payment with KONEK, and how your financial services organization can leverage it to create seamless, secure customer payment experiences.

 

 Macdonald ABC

Kris Zanuldin picture
Kris Zanuldin
9:30 a.m. — 10:30 a.m.
Fighting fraud in Canada: Lessons from the front line

[Breakout 2]

 

Fraud is evolving and credit unions are on the front line. In this session, Ron Kaine, Central 1’s AVP of Fraud and Compliance, and Idan Itskovich, Strategic Intelligence Analyst with NC3’s BC Financial Crimes Division, share the latest statistics and patterns. You’ll hear real examples of fraud stops and leave with practical steps to strengthen defenses.

 

Key learnings: 

  • Key fraud patterns shaping the Canadian market 
  • Real-world stops from NC3 and Central 1 
  • Immediate actions to improve protection 

 

 Macdonald D

Ron Kaine picture
Ron Kaine
Idan Itskovich picture
Idan Itskovich
9:30 a.m. — 10:30 a.m.
Payments Modernization for Treasurers: Dead or just beginning?

[Breakout 3]

 

Corporate treasurers want faster, more efficient and lower-cost ways to manage liquidity. Yet banks and treasurers have been slow to modernize their services for corporate and commercial clients, or haven't seen rapid adoption. In this session, treasury management and payments expert J.D. Penner explores how real-time payments and ISO 20022 messaging are reshaping cash management practices and what barriers remain.  

 

Key learnings: 

  • Why treasury modernization has been slow 
  • The impact of real-time payments and ISO 20022 on cash management 
  • What organizations must address to prepare for adoption 

 

 Macdonald EF

J.D. (John David) Penner picture
J.D. (John David) Penner
10:30 a.m. — 11:00 a.m.
Networking break

Sponsored by    Interac Logo

 

 Exhibit Hall

11:00 a.m. — 12:00 p.m.
What you need to know about the Real-Time Rail (RTR)

[Breakout 1]

 

The RTR will transform payments in Canada, but what does it mean for your institution? This session covers the essentials: background and benefits, clearing and settlement, centralized fraud services, compliance obligations and participation options. You’ll leave with a clear view of what the RTR means for your institution today and tomorrow.

 

Key learnings: 

  • How the RTR will reshape payments for institutions and their customers 
  • What the centralized fraud services mean in practice 
  • Key compliance obligations to prepare for now 
  • Participation options and how to plan long term 

 

 Macdonald ABC

Aaron Walker picture
Aaron Walker
Geoff Rice picture
Geoff Rice
Janet Lalonde picture
Janet Lalonde
11:00 a.m. — 12:00 p.m.
Treasury spotlight series: Finding the right fit for your goals

[Breakout 2]

 

Choosing the right treasury solution can feel overwhelming, but it doesn’t have to. In this speed-dating–style session, you’ll meet members of Central 1’s Treasury team as they take the stage for a series of quick, focused spotlights. Each expert will highlight a product area, giving you the insights you need to see which solutions best align with your institution’s goals. 

 

 Macdonald D

Participation from: Central 1's Treasury team

11:00 a.m. — 12:00 p.m.
Navigating Canada's evolving anti-money laundering (AML) landscape

[Breakout 3]

 

Canada's AML/ATF framework is evolving, with new regulatory expectations on the horizon. In this session, Ron Kaine, Central 1's AVP of Fraud and Compliance, introduces our partnership with Alessa and how we are jointly developing technology to help you meet PCMLTFA and FINTRAC obligations. Alessa CEO, Holly Phillippi, will share insights on enforcement trends, emerging typologies, and their implications for your institution.

 

Key learnings:

  • How Central 1's partnership with Alessa is shaping new AML technology and services
  • What the evolving AML/ATF framework means for financial institutions

 

 Macdonald EF

Ron Kaine picture
Ron Kaine
Holly Phillippi picture
Holly Phillippi
12:00 p.m. — 1:00 p.m.
Lunch

Sponsored by    Interac Logo

 

 Exhibit Hall

1:00 p.m. — 2:00 p.m.
Adapt or vanish: Credit unions, fintechs and the future of financial services

The financial services sector is evolving fast! In this panel, Canadian credit union and fintech leaders share how they are adapting to remain relevant and successful in an environment where change and evolution are a constant. 

 

Key learnings: 

  • Why continual digital transformation is essential 
  • How a disruptor mindset shapes customer experience 
  • Partnerships that accelerate innovation without eroding trust 
  • How to lead for the future and influence what it becomes 

 

 Macdonald ABC

Brian Harris picture
Brian Harris
Jeff Adamson picture
Jeff Adamson
Rob Wesseling picture
Rob Wesseling
Wellington Holbrook picture
Wellington Holbrook
Julie Breuer picture
Julie Breuer
2:00 p.m. — 2:15 p.m.
Transition break
2:15 p.m. — 3:15 p.m.
Risky business: Why and how to make risk-informed decisions

[Breakout 1]

 

Heightened risk management has been top of mind this year for both Treasury finance management and Risk teams. According to our expert speakers, a dynamic partnership between these two areas is the best way to identify and understand risks from both directions. Out of that can emerge robust policies, controls, and processes that effectively manage these risks and find opportunities, with significant benefits across all layers of your financial institution. Our panel will share stories and experiences from this intersection, giving you strategies to support your organization's growth with stability in mind.

 

 Macdonald ABC

Brent Clode picture
Brent Clode
Carol Ann Northcott picture
Carol Ann Northcott
Tracey Kliesch picture
Tracey Kliesch
2:15 p.m. — 3:15 p.m.
Moving forward from Forge: Peer insights and best practices

[Breakout 2]

 

As credit unions move off Forge, shared experience is invaluable. In this session, Mainstreet Credit Union and First West Credit Union outline their transition approach – from planning through execution – and the best practices they discovered along the way. You’ll gain practical insights to streamline your journey and ensure it aligns to your institution’s goals.

 

Key learnings: 

  • Practical steps to guide a smooth Forge transition 
  • Lessons learned directly from peer experience 
  • Best practices to align transition with institutional goals 

 

 Macdonald D

Jamie Kruspel picture
Jamie Kruspel
Darrell Jaggers picture
Darrell Jaggers
2:15 p.m. — 3:15 p.m.
Preparing for 2026: Payments planning made clear

[Breakout 3]

 

Canada’s payments system is entering a period of generational change, and 2026 will be a critical milestone. In this session, Central 1 experts walk through our Payments Planning Guide, outlining what’s changing, your earliest opportunities to deliver new capabilities and the timelines you must meet. Gain clarity on priorities, hear what’s top of mind across the ecosystem and leave with a roadmap to guide your institution.

 

Key learnings: 

  • Which priorities to focus on for 2026 
  • What we’re hearing across the industry 
  • How to use the guide to support your business needs 

 

 Macdonald EF

Liz Marasse picture
Liz Marasse
Scott Robertson picture
Scott Robertson
Ron Kaine picture
Ron Kaine
3:15 p.m. — 3:45 p.m.
Networking break

Sponsored by    Interac Logo

 

 Exhibit Hall

3:45 p.m. — 4:30 p.m.
Economic overview

[Breakout 1]

 

Session details coming soon.

 

 Macdonald ABC

Bryan Yu picture
Bryan Yu
3:45 p.m. — 4:30 p.m.
Leverage your connections: Why platforms matter in financial services

[Breakout 2]

 

As financial services grow more complex, choice and connectivity matter more than ever. In this session, Central 1 introduces the modular platform powering stable, reliable payments across diverse digital banking and banking host providers. Learn how the platform model delivers flexibility, supports new member experiences and provides a foundation for future innovation in Canada’s evolving payments ecosystem.

 

Key learnings: 

  • Why the platform model enables flexibility and choice 
  • How Central 1 ensures reliability across systems 
  • Opportunities it opens for future financial experiences   

 

 Macdonald D

Chris MacDonald picture
Chris MacDonald
Peter Cinat picture
Peter Cinat
4:30 p.m. — 6:30 p.m.
Happy Hour

Sponsored by    ASAPP Logo

 

 Exhibit Hall

7:30 a.m. — 8:30 a.m.
Breakfast

Sponsored by  BanQsi Inc. Logo

 

 Exhibit Hall

8:30 a.m. — 9:30 a.m.
The evolving financial customer: Insights to action

[Breakout 1]

 

Today’s financial customer is redefining expectations, from purchase behaviors to trust in providers. In this session, Rob Grein, CEO of PMG Intelligence, shares data-driven insights on how demographics, technology and values alignment are reshaping financial relationships. Learn how providers can meet the needs of younger generations, consolidate data for stronger connections, and turn behavioral shifts into opportunities for growth.

 

Key learnings: 

  • How demographics and behaviors are reshaping financial relationships 
  • Why data consolidation and technology matter more than ever 
  • How to engage younger generations and build lasting trust 

 

 Macdonald ABC

Rob Grein picture
Rob Grein
8:30 a.m. — 9:30 a.m.
RTR Q&A: An open forum with Central 1 experts

[Breakout 2]

 

This session builds on What you need to know about Real-Time Rail (RTR) from the day before, giving you the chance to ask Central 1 experts clarifying questions. From fraud safeguards and compliance obligations to participation options, our team will help you deepen your understanding. Payments Canada representatives will also be available to clarify rule-related questions where needed.

 

Key learnings: 

  • Clearer understanding of RTR rules and obligations 
  • Practical guidance on fraud safeguards and compliance 
  • How participation options affect your institution’s planning 

 

 Macdonald D

Ron Kaine picture
Ron Kaine
Scott Robertson picture
Scott Robertson
Stephen Rivers picture
Stephen Rivers
9:30 a.m. — 9:45 a.m.
Transition break
9:45 a.m. — 10:45 a.m.
Power of partnerships: How credit unions and fintechs are shaping the future together

[Breakout 1]

 

Collaboration is transforming financial services, giving credit unions new ways to innovate and compete. By partnering with fintechs, they gain access to advanced technologies that can streamline operations, elevate member experiences, and foster nationwide innovation.

 

In this session, discover how collaboration is empowering credit unions to thrive while driving growth and transformation across the financial sector.

 

Key learnings:

  • The benefits of these collaborations – for the participating parties, the communities they serve and Canada as a whole
  • How to identify opportunities for a strategic alliance
  • Challenges that may arise from partnerships and how to address
  • Ingredients to a successful partnership and examples of some that are delivering the best value

 

 Macdonald ABC

James Grosskopf picture
James Grosskopf
Kevin Clark picture
Kevin Clark
Sukhman Dulay picture
Sukhman Dulay
Tony Dunham picture
Tony Dunham
Buffy (Elizabeth) Duke picture
Buffy (Elizabeth) Duke
9:45 a.m. — 10:45 a.m.
Turning fraud data into defense: How Vancity uses EFM to stay ahead

[Breakout 2]

 

Fraud is evolving quickly and so are the strategies to fight it. In this session, Vancity shares how they use Enterprise Fraud Management (EFM) to strengthen prevention. From real-time detection and consortium intelligence to new services like after-hours alert management and customized fraud strategies, discover how they’re reducing false positives, improving efficiency and safeguarding customer trust. 

 

Key learnings: 

  • How real-time detection and shared intelligence stop fraud early 
  • How new EFM services improve efficiency and outcomes 

 

 Macdonald D

Ron Kaine picture
Ron Kaine
Jenn MacDonald picture
Jenn MacDonald
9:45 a.m. — 10:45 a.m.
Risk & strategy: Perfect partners

[Breakout 3]

 

Managing risk can be a key enabler of strategic success. In this session, Carol Ann Northcott, Central 1's Chief Risk Officer, discusses how this is possible with Peter Roberts, Chief Risk Officer for Coast Capital Savings and Andrew Richardson, Chief Risk Officer for Coastal Community Credit Union.

 

Key takeaways: 

  • How boards and management think about emerging risks in strategy
  • How risk and innovation can work together
  • What a strong risk culture looks like
  • How to enable operational resilience

 

 Macdonald EF

Carol Ann Northcott picture
Carol Ann Northcott
Andrew Richardson picture
Andrew Richardson
Peter Roberts picture
Peter Roberts
10:45 a.m. — 11:15 a.m.
Networking break

Sponsored by  BanQsi Inc. Logo

 

 Exhibit Hall

11:15 a.m. — 12:15 p.m.
Landscape changes and challenges impacting your strategic planning

A fireside chat between Barclay Hancock, Central 1's Chief Payments Officer and Todd Roberts, Senior Partner, National Payments Lead with Deloitte Canada to discuss what financial services organizations need to be thinking about and incorporating into their strategic planning.

 

Key takeaways:

  • Top trends and considerations financial service leaders need to be paying attention to
  • Concerns and perspectives financial service organizations need to be incorporating into their short and long-term strategic plans
  • A view of what big banks and fintechs are thinking about and preparing for, and what is keeping them up at night?
  • Where there is opportunity for credit unions

 

 Macdonald ABC

Barclay Hancock picture
Barclay Hancock
Todd Roberts picture
Todd Roberts
12:15 p.m. — 12:30 p.m.
Closing remarks

 Macdonald ABC

Sheila Vokey picture
Sheila Vokey
12:30 p.m. — 1:30 p.m.
Lunch (end of conference)

Sponsored by  BanQsi Inc. Logo

 

 Exhibit Hall