Speakers

Patrick Barr

Patrick Barr

Director, Strategy & Programs

Large Credit Union Coalition (LCUC)

Patrick is a finance and technology professional who is passionate about the cooperative sector. As the Director of Strategy & Programs at the Large Credit Union Coalition (LCUC), Patrick leads strategic technology initiatives for some of Canada’s largest credit unions, which collectively manage assets in excess of $150 billion. Before joining the LCUC, Patrick worked with the Canadian Credit Union Association (CCUA) where he led their government relations work on the Open Banking and adjacent files. Previously, he held a mixture of roles in the financial sector, including investment and corporate banking.

Steven Boms

Steven Boms

Executive Director Financial Data and Technology Association – North America

FDATA, (Washington)

Natacha Boudrias

Natacha Boudrias

Senior Manager, Open Banking and Digital ID

National Bank of Canada

With over 20 years of experience in digital strategy and IT delivery, Natacha is an innovation leader and key player in National Bank of Canada’s digital transformation. She led the implementation of Canada’s first Open Banking channel and is currently Open Banking Lead and Data Strategist within National Bank’s Data Office.

Joni Brennan

Joni Brennan

Digital Identification and Authentication Council of Canada

As the President of the Digital ID and Authentication Council of Canada – DIACC, Joni harnesses over 20 years of expertise in identity and access management innovation, adoption, and industry standards development. Joni spearheads initiatives that align with the organization’s vision of creating a robust digital identity ecosystem. This ecosystem propels the digital economy forward and contributes to the growth of Canada’s GDP, ensuring benefits for all Canadians. With a passion for building diplomatic and impactful relationships, Joni is at the forefront of formalizing strategic partnerships that drive positive change. Her influence extends to influential committees and organizations such as the SCC Data Governance Initiative, OECD, ITAC, ISOC, IEEE, OASIS, ISO, and ITU-T.

Tom Carpenter

Tom Carpenter

Senior Vice President - North America Industry & Policy Engagement, Open Banking & Open Finance

Mastercard

Tom Carpenter is the Senior Vice President for North America Industry & Policy Engagement at Mastercard where he leads Mastercard’s strategic advocacy on open banking and open finance with regulators, policymakers, industry partners and standards bodies.

Tom’s career has placed him at the forefront of financial services innovation for over two decades. Before Mastercard, Tom led policy and public affairs for the Financial Data Exchange (FDX), and prior to that role, Tom represented a host of financial services clients in Washington at Republic Consulting and Wexler & Walker. Tom also served as a legislative aide in the U.S. Congress.

Jason Chomik

Jason Chomik

Director

Financial Data Exchange

Jason Chomik is a seasoned Canadian technology executive who has been active in the payments and digital transformation space for more than 25 years. Jason has been with FDX since 2021 and leads the FDX Canada Working Group by cultivating a culture of collaboration, communication, and technical inclusiveness between different market segments of the Canadian financial services ecosystem. In his current role, Jason serves as the primary FDX resource to FDX Canada members, ensuring the FDX workflow is easily digestible and that all FDX Canada members, regardless of firm size or resources, have the ability to meaningfully participate in FDX technical standards development.

Surbhi Dhir

Surbhi Dhir

Sr. Client Partner

Publicis Sapient

Surbhi Dhir leads Open Banking and Low Code No Code at Publicis Sapient North America and additionally focuses on helping Financial Services clients with redefining Customer Experience and Digitization initiatives. Surbhi has worked in 10+countries assisting clients in enhancing business value and competitive advantage through the alignment of strategy, technology, process and people initiatives. She has worked directly with C-level executives and successfully led several strategic engagements across USA, Canada UK and Asia. Before joining Publicis Sapient as a Senior Partner, Surbhi served as Principal – Financial Services at Capco driving business growth and identifying new strategic opportunities close to $25 Million USD. Prior to joining Capco Surbhi was responsible for driving an delivering IT Strategy and Advisory initiatives for EY’s FSO Advisory practice in Chicago and Toronto. She started her Management Consulting career with Accenture, where she was part of the 350 global consultant network driving IT Strategy and Transformation initiates in EMEA region. Surbhi is passionate about Women in FinTech initiatives and sits on the board of several Non- Profit organizations. She is also the founder of Women in Finance & Technology. She holds a Masters in Business Administration from University of Leeds – UK and a Bachelor in Engineering – Information Technology from Rajasthan University, India.

Jason Dodokin

Jason Dodokin

Senior Director, Open Banking, Products

Symcor

Jason Dodokin is an experienced digital financial services leader at Symcor Inc., a Canadian company that enables secure data exchanges, supporting the country’s largest organizations in the financial, insurance, government and telecommunications sectors.  As Senior Director of Open Banking Products at Symcor, Jason is responsible for leading the company’s open banking strategy, product development and management, ensuring compliance with regulations, and fostering partnerships that enhance financial services offerings. Jason’s team of product managers work with both Data Providers, Data Recipients, and service providers to enable innovative services for participants and align with global best practices regarding Consumer Driven or Open Banking solutions.

Scott Farrell

Scott Farrell

Strategic Counsel

King & Wood Mallesons

Dr Scott Farrell is now Strategic Counsel at international law firm King & Wood Mallesons, having been a senior partner for many years. Scott led the Australian Government Reviews which designed and developed Australia’s open banking and consumer data right frameworks and modernised its payment regulation. Scott has chaired the Australian Government’s FinTech Advisory Group and has served on the government’s advisory board for innovation, research, and science matters. Scott is an Adjunct Professor at the UNSW Sydney Law School and serves on the Payments System Board of the Reserve Bank of Australia.

Kïrsten Fraser

Kïrsten Fraser

Director of the Financial Services Innovation Team

Department of Finance Canada

Robert Hayman

Robert Hayman

Head of Emerging Initiatives & Product Delivery

Central 1

Robert Hayman is the Head of Emerging Initiatives & Product Delivery at Central 1 with responsibility for open banking, and fintech engagement via the Forge Community platform. With over 15 years’ experience in the Canadian financial services industry, Rob previously drove payments innovation in Canada at both Visa and Scotiabank where he led the development and deployment of an array of digital products and capabilities, eCommerce solutions, and mobile NFC payment wallets. Rob holds a Bachelor of Applied Science in Electrical Engineering from the University of Toronto, and presently lives in Scarborough, Ontario with his family.

Kevin Luh

Kevin Luh

Director in Financial Crime Practice

Deloitte Risk Advisory

Kevin Luh is a director in financial crime practice in Deloitte Risk Advisory. With 10+ years of experience in risk management, Kevin has supported clients to rectify and enhance their risk programs. Kevin advises customers on the topic of payment and fraud risk as organizations adapt to digitalization and payment innovation. He has worked across functions of fraud programs from risk assessment, program design, strategy, control and technology implementation, to remediation.

Leandro Pupe Nobrega

Leandro Pupe Nobrega

Head of Product at Chicago Advisory Partners, Head of Product at Open Finance Brasil

Leandro Pupe Nóbrega has over 15 years of experience in the technological financial sector, having worked with major banks such as Caixa Econômica and Banco do Brasil, as well as fintechs, delivering Open Finance products in Latin America. Currently, he manages the Brazilian Open Finance community and holds the position of Head of Product at Open Finance Brasil in collaboration with Chicago Advisory Partners.

Alina Silvestrovici Paun

Alina Silvestrovici Paun

Managing Counsel, Enterprise Payments

TD Bank

With over 12 years of legal experience in the financial sector, Alina has developed a strong expertise in digital transformation projects, payments, open banking, and digital identity. As the Managing Counsel for Payments and Merchant Solutions at TD, Alina leads a team of lawyers who support the bank’s innovation agenda and strategic partnerships in the payments space.With every interaction, Alina’s mission is to create order out of chaos and find solutions to complex legal arrangements that don’t compromise business outcomes.

John Pecman

John Pecman

Senior Business Advisor, Competition, Marketing & Foreign Investment Group

Fasken

Former Commissioner of The Competition Bureau of Canada

With over 34 years of experience enforcing Canada’s Competition Act, John served as the Commissioner of Competition of the Competition Bureau Canada from June 2013 for a five-year term. He is currently a Senior Business Advisor for Fasken, one of Canada’s largest law firms. John also holds a number of appointments, including a past Fellow for the Canadian Chamber of Commerce Future of Business Centre, a Non-Government Advisor to the International Competition Network, Senior Fellow at the C.D. Howe Institute, as well as a TMX Industry Professor at DeGroote Business School at McMaster University. John is an economist with an M.A. from McMaster University.

Reuben Piryatinsky

Reuben Piryatinsky

CEO

Altitude Consulting

Reuben Piryatinsky is the co-founder and CEO of Altitude Consulting, a strategy and
technology consultancy helping Canadian and US financial institutions adopt open
banking. Reuben is passionate about creating a future in which financial services
deliver superior value and outstanding, connected customer experiences.

Throughout his nearly two decades in the financial services industry, Reuben has built a track record
of growing businesses, advising the C-level, leading teams to launch best in class products, inspiring
and mentoring people. The products Reuben has launched are being used by over 3 million people
worldwide. He is also a Waterloo Computer Science and Ivey MBA Alum.

Lewis Poe

Lewis Poe

Chief Technology Officer

Caspian One

Zamir Rahemtulla

Zamir Rahemtulla

Innovation Alliances, Lead

Interac

Zamir Rahemtulla is a seasoned leader at Interac Corp., a Canadian company that empowers Canadians to transact digitally with confidence by providing payment and value exchange services. With over a decade of experience in the payments industry, Zamir focuses on actively engaging with thought leaders and changemakers to ignite meaningful innovation in future-looking initiatives, specifically consumer-directed finance, artificial intelligence, and blockchain. In his role as Innovation Alliances Lead, Zamir champions the design and implementation of innovative programs aimed at resolving industry-wide challenges through strategic partnerships and community collaboration within the fintech and innovation sectors. Zamir is passionate about advancing the industry while fostering an inclusive environment for progress.

Matheus Rauber

Matheus Rauber

Senior advisor at the Financial System Regulation Department

Central Bank of Brazil

Matheus Rauber acts as a senior advisor at the Financial System Regulation Department of Banco Central do Brasil. He has vast experience in regulatory affairs. He has been part of the team that regulated fintech and regulatory sandbox, and, currently, he works at the team responsible for coordinating the implementation of Open Finance in Brazil.

Jennifer Rodrigues

Jennifer Rodrigues

AVP, External Ecosystems. Digital Channel

TD Canada Trust

Jennifer is the Head of Enterprise Open Banking at TD, responsible for the business and tech strategy and industry participation and alignment for Open Banking in North America. Prior to her current role she was responsible for TDs fintech direct investment fund and the governance and expansion of TDs relationships with big tech. Jennifer has held a number of executive roles across TD including managing digital transformation initiatives, providing leadership on emerging business models, and standing up TDs Blockchain Center of Excellence. Before joining TD, Jennifer worked in a variety of roles in sales, strategy and operations functions in the startup ecosystem. Jennifer is passionate about the growth of tech innovation in Canada serving on Plug and Play Calgary’s Board.

Nick Schiavo

Nick Schiavo

Director of Federal Affairs

Council of Canadian Innovators

Nicholas Schiavo is the Director of Federal Affairs with the Council of Canadian Innovators (CCI) where he leads government relations, stakeholder engagement and national advocacy strategies for 150 of Canada’s fastest-growing tech companies.

Nicholas is also the Executive Director of No Conversion Canada, a national, grassroots, nonprofit coalition he founded to ban conversion “therapy” practices in Canada. In December 2021, No Conversion Canada and partners successfully passed Bill C-4, officially outlawing conversion “therapy” practices in Canada.
Previously, Nicholas worked as a Director of Policy and Government Relations with Impact Public Affairs, a Policy Analyst with Fisheries and Oceans Canada on theG7 Task Force, as an Ontario Global Edge Fellow in Nairobi, Kenya and with the Green Party of Canada during the 2015 federal election. Over the years Nicholas has been fortunate to work with a number of global institutions as a delegate, including the Commonwealth, the World Bank Group and the United Nations.

From 2017-2019, Nicholas served as the Program Director of the Young Diplomats of Canada where he met with Cabinet and the Prime Minister to develop a national, youth agenda. In 2018, he was selected as a Future Leaders Connect Fellow by the British Council to develop a long term policy action plan on LGBTQ2+ rights with the University of Cambridge. Nicholas is passionate about community organizing and currently serves on the Government Relations Committee with the Canadian Gay and Lesbian Chamber of Commerce and was named one of “Canada’s Future Foreign Policymakers” by Open Canada in June 2018 and an “Emerging Leader, Politics and Government” by the Peak in February 2023.

Nicholas holds a Bachelor of Arts, Honours Specialization in International Relations from Western University and a Master of Political Management as part of the Clayton H. Riddell Graduate Program from Carleton University.

Saba Shariff

Saba Shariff

SVP Chief Strategy, Product & Innovation Officer

Symcor

Saba Shariff is a seasoned and acknowledged leader at Symcor Inc., a Canadian company that enables secure data exchanges, supporting the country’s largest organizations in the financial, insurance, government and telecommunications sectors.  As Senior Vice President – Chief Strategy, Product and Innovation Officer, Saba is accountable for Symcor’s existing and emerging product lines, overseeing teams responsible for designing and launching innovative services that address industry-wide challenges. Along with a mandate for charting Symcor’s corporate strategy towards continued growth, Saba and her team are focused on ensuring long-term topline growth for Symcor as it continues to provide critical services to the broader industry.

Grace Shen

Grace Shen

Managing Director, Application Architecture and Innovation

BMO Financial Group | Enterprise Architecture

Grace Shen has extensive experience as a product and platform owner and a seasoned architect in the innovation and technology field. She received the 2017 Canadian I4PL Award and currently serve as the Co-chair of the FDX Canada Technical Task Force. Additionally, she has been a longstanding participant in the US and Canada Open Banking Consortium, and UK Open Banking Working Committee. Throughout her career, she has demonstrated a successful track record of leading, implementing, and deploying cutting-edge technologies while fostering innovation within multinational banks and healthcare industries.

Eyal Sivan

Eyal Sivan

GM, North America, Mr. Open Banking

Ozone API

Eyal Sivan, also known as Mr. Open Banking, is one of the foremost global experts in the open banking space.

In his efforts to drive advancements in open banking worldwide, Eyal created the unique personal brand Mr. Open Banking. Under this persona, he hosts the only podcast dedicated to the open banking community, interviewing the key leaders, innovators and influencers who are driving the emergence of open banking around the globe. Since its launch in 2020, the podcast has grown to over 60 thousand subscribers, with Eyal being recognized by Open Future World as the number one Open Finance Influencer in the world for 2022.

Today, Eyal is the General Manager for North America at Ozone API, global pioneers of open banking who’s platform powers some of the largest and most advanced data sharing ecosystems on the planet. In his role, he is responsible for expanding the firm’s global position as a leading open banking solution provider to the United States, Canada and beyond.

Andrew Stockwell

Andrew Stockwell

Head of Data Science

Questrade Technology Group

Andrew Stockwell is the Head of Data Science for Questrade Technology Group, a leading provider of financial services in Canada. With over a decade of experience in data science and analytics, Andrew has a proven track record of driving innovation and delivering business value through the application of artificial intelligence (AI) and machine learning (ML) and analytics. At Questrade, Andrew leads the deployment of AI across the organization, including the development and implementation of Generative AI services. He has also established the organization’s first Machine Learning Operational Pipeline (MLops) and chairs the AI round table that sets guidelines for the use of AI.

Prior to joining Questrade, Andrew held leadership roles at KPMG Canada and FNB South Africa. At KPMG, he led a team that redefined a global insurer’s advisor bonus program and served as a subject matter expert on digital transformation. At FNB, he led strategic projects that enabled cross-selling of products and developed innovative models for credit risk assessment. Andrew holds a Master’s degree in Computer Science and a Bachelor of Commerce (Hons) in Economics. He is recognized for his expertise in data science, AI, and financial services, and has been awarded multiple innovation prizes for his work.

Lori Weir

Lori Weir

CEO, Co-Founder

Four Eyes Financial

Lori is a people and business builder. In her 30 years of entrepreneurship, she co-founded and was the managing partner of two successful consulting firms; helping some of Canada’s most profitable companies, including JD Irving and Scotia Wealth, align processes and employee behaviours to drive growth. Lori’s background in strategy development and execution governance led Four Eyes Financial, a company she co-founded in 2015, to earn both the 2023 RegTech Company of the Year & Best Wealth Management Regulatory Solution (Canadian Regulatory Technology Assoc). Lori is the past chair of ALS Canada and Marathon by the Sea, and is a proud contributor to the Women’s Equity Lab focussed on early stage funding for innovative women owned businesses in Atlantic Canada.

Tanya Woods

Tanya Woods

Head of Government and Regulatory Affairs & Policy Counsel

Questrade Financial Group

Tanya Woods leads Government and Regulatory Affairs for Questrade Financial Group, a successful private Canadian company with $45B AUA and a portfolio of leading companies offering innovative financial, home, lending, and insurance services online to help clients become much more financially successful and secure. She is a dynamic and specialized technology, regulatory, and trade lawyer, former trade negotiator, and technology policy expert. Woods advises governments and companies on digital trade, open finance and fintech issues, intellectual property, sustainability and resiliency, cyber security policy and global enforcement, digital literacy, and emerging technologies. She has served in Advisory, Board and C-suite legal and business roles successfully advancing the commercial and regulatory agendas of technology companies for 20 years, including Microsoft, Nintendo, Interac, and BCE Inc. Woods also launched and led Canada’s first blockchain and digital assets trade association, served as General Counsel & Corporate Secretary to launch Canada’s first digital asset miner on NASDAQ, supported the development of the first global charity-led algorithmic (AI) literacy program, and sat on the Board of Canada’s first publicly traded 4D “metaverse” studio. Tanya’s leadership and contributions have been recognized by the Government of Canada, IT World, the Obama Foundation, and the Canadian Broadcasting Corporation, amongst others.