Many good ideas were presented and could be discussed in my organization.  
- Senior Business Intelligence Specialist
Transport Canada

Fintech Risk and Opportunities Canada Summit

A Canadian-Focused Lens on Addressing Risk and Opportunities in the Tech-Fueled Transformation in Financial Services

June 5 - 6, 2018  ·  Toronto, Ontario
Day One Program Agenda: Tuesday, June 5, 2018
8:00 - 9:00        Registration and Continental Breakfast
9:00 - 9:10
Welcome and Opening Remarks from the Chair
Abhishek Sinha, Partner, National Leader, Fintech, EY
9:10 - 9:30
Driving Fintech Innovation in Financial Services
Tim Hogarth, VP Innovation, Framework and Strategies, TD Bank Group
9:30 - 10:10
Exploring a New Financial Services Landscape
Ron Stokes, Partner, National Financial Services FinTech and Transactions Leader, EY
  • Observations from the first EY Fintech Adoption Index
    • Understanding the overall rate of fintech adoption
    • Which products are users adoption
    • Outlook for future usage
  • The Fintech phenomenon: the disruption is real
  • Making life easier
  • A young, urban and valuable audience
  • Payments transformed
  • Easy and convenient
  • Identifying the obstacles
10:10 - 10:30        Networking Break
10:30 - 11:30
Partnering with FinTech Innovators: What You Need to Know
Jeff Mitelman, CEO and Co-Founder, Thinking Capital
  • How Fintechs are driving innovation in the Canadian financial services industry
  • What Fintechs bring to the table as a strategic partner
  • When it makes sense to partner with a Fintech
  • Understanding what makes for a mutually beneficial partnership
  • How to ensure continued innovation throughout a partnership
11:30 - 12:30
InsurTech: How Fintech Is Transforming the Insurance Industry
Steve Yendall, Partner, National Leader, Insurance Sector, EY
  • Changing customer expectations
  • Enhancing the customer experience
  • How to best respond to insurtech
  • Challenges: differing business models
12:30 - 145        Luncheon Break
1:45 - 2:45
Case Study
Story of Our Partnership
Sean O'Connor, SVP Partnership, GROW
  • Defining expectations
  • Third party risk considerations
  • Engaging stakeholders
  • Managing change
  • Exploring future opportunities
  • Lessons learned
2:45 - 3:00        Networking Break
3:00 - 4:00
Case Study
Credit Unions: Innovations in Growing Membership
Tony Dunham, SVP, Innovation and Operations, Northern Credit Union
  • Background to being the first financial service provider in Canada to offer a fully integrated and responsive online account opening and loan auto-decisioning tool for lines of credit
  • Partnership strategy with ASAPP
  • Fintech and credit unions: the future is bright
4:00        End of Day One



Change is here - it arrived fast and furious. Digital technologies are disrupting the way banks do business and most importantly, changing customer expectations. To stay competitive, you need a strategy.

Infonex's Fintech Risks and Opportunities Canada will address the risks and opportunities to both legacy players and newcomers. You will hear from fintech industry leaders and traditional banking, insurance, and credit union leaders and explore the different approaches to capitalizing on fintechs potential: collaboration, acquisitions, and/or in-house innovation labs. You will also do the less-fun work of assessing the unrealized risks associated with digital transformation. What to consider for your risk assessments across the enterprise?

Our faculty will also examine the regulatory approaches to fintech, in particular how regulators will balance being a partner in maintaining an environment of entrepreneurship - which is necessary for financial services organizations to thrive - with the risk and governance priorities essential for stability. What will regulators do to ensure fairness between the different business models?

Traditional banking powerhouses are revisiting their business models and adopting new technologies. Start-up companies are nimble enough to quickly build platforms for online services, lower fees, and cheaper transfers. Digital transformation is expensive for both traditional organizations and venture start-ups - don't proceed blindly.

Attend Fintech Risk and Opportunities Canada and walk away with strategies for mitigating risks, meeting regulatory compliance, and evaluating options between partnering, and building in-house capacity. Register today!

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