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Brief Agenda

Nov 04, 2026

08:00 am

08:30

Register, grab a coffee, and catch up with familiar faces and new ones.

09:00

Conference Chair’s Welcome Remarks

Lori Bieda

HerNav

09:00 am

09:05

Morning Power-Hour Panel: Beyond Digital Transformation: Building the Autonomous Enterprise

How is agentic AI driving efficiency, growth, and risk mitigation in financial services?
What organizational capabilities and cultural shifts are needed to move from AI experimentation to enterprise adoption?
How can financial institutions balance innovation with governance, safety, and trust?
When should organizations build, buy, or use open-source AI—and how can they empower employee innovation responsibly?
What lessons from real-world AI deployments can help leaders avoid pitfalls and accelerate progress?
How far can autonomy go in financial services, and where will human oversight remain essential?
Looking ahead, what will distinguish the leaders of the AI-driven enterprise?

Arup Saha

RBC

Rahul Chopra

CIBC

Mona Hassanzadeh

Meridian Credit Union

Yan Gu

Manulife

Lori Bieda

HerNav (Moderator)

10:00 am

10:05

From AI Pilots to Enterprise-Scale Agentic AI: Who Scales First?

Scaling AI without unnecessary complexity
Unlocking efficiency by automating the “human ETL”
Building the content-powered agentic bank
Establishing trust in AI outcomes

Lubor Ptacek

Hyland

10:30

Beyond Automation: The Architecture of Scalable Enterprise AI

Why workflow-specific agents struggle to scale across the enterprise.
The hidden developer and maintenance costs of compiled agents.
Moving from pre-configured agents to runtime intent interpretation.
Building architecture for reliable and faithful agent execution.
Scaling reusable agent capabilities across multiple enterprise workflows.

Muhammad Anwar Ul Haq

RBC

10:50

Who Gave Your AI Agent the Authority to Act?

How can institutions ensure oversight, control and auditability?
How should autonomy be scaled according to risk, sensitivity and reversibility?
Who can intervene or revoke an agent’s authority?
Who remains accountable when agents act?
Who grants agents authority and sets their boundaries?

Shahir Daya

Zafin

11:00 am

11:10

Morning Networking Break/ Pre-Arranged Meetings (30 minutes)

11:40

From Data Complexity to Intelligent Finance: Building the Foundation for AI-Ready Banking

As FIs give AI agents more responsibility, the quality of their data and controls becomes more consequential. AI can amplify fragmented information, inconsistent business definitions, and gaps in governance. Join BDO and Denodo for a practical conversation about building the foundations for agentic automation in financial services, exploring what agents should handle, what the institution should provide, and how an AI data layer can deliver active context: live, trusted, governed business context when agents need it. We’ll discuss how to start with a focused use case, establish appropriate controls, and build reusable foundations that support measurable business value.

Kevin Bohan

Denodo Technologies

Joe Salloum

BDO Canada

12:00

Panel 2: Building the AI-Native Enterprise: Rethinking Financial Operating Models

Which financial operations are ready for autonomous AI today?
How should institutions redesign processes for AI agents?
What operating model changes are needed to scale AI?
How can autonomy be balanced with governance and human oversight?
Can legacy banking infrastructure support autonomous AI?
How will AI orchestration transform operations, risk, and compliance?
How can institutions build trust in AI-driven decisions?
What cultural and leadership shifts are needed?
How should organizations measure Agentic AI ROI?
What will define an autonomous financial institution by 2030?

Paul Twigg

Digital Commerce Bank

Ihab Abi Nasif

Scotiabank

Vaishak Nair

Canada Life

Hossein Fasihi

Wealth One Bank of Canada

Ross Genovese

Accenture (Moderator)

13:00

Networking Lunch/ Pre-Arranged Meetings (60 mins)

14:00

Panel 3: The Trust Imperative — Governing AI in an Autonomous Financial Era

What changes when AI moves from supporting decisions to shaping evidence and actions?
Why is governing an AI model different from governing the decisions it influences?
When is a human truly accountable for an AI-supported decision?
What evidence should institutions require before AI influences consequential decisions?
When should institutions expand AI autonomy versus retain governed workflows?
How can AI enter production while preserving process ownership and accountability?
How should institutions govern systems that continually evolve across agents, tools and people?
Who owns the overall decision when business, technology, data and risk share responsibility?

Calin Milasan

EQ Bank

Dr. Marry Gunaratnam

Northern Credit Union

Hussam Gaoro

BDC

Abraham Alappat

Vanguard

Andre Rekhtine

Pentalphe (Moderator)

14:45

Multiplayer AI for Finance: Close, Cash and Compliance Agents Your Whole
Team Can Use

What if the agent that monitors your cash position were the same one your treasury team reuses, your controller reviews & your auditor can replay? That is Multiplayer AI: finance teams build agents, workflows & apps once & share them, instead of rebuilding them in private chat windows. In this live demo, AgentSpot builds a cash monitoring workflow on governed data that alerts when balances cross a threshold. We then show how the same pattern extends to revenue accruals & compliance documentation. You’ll see how each capability inherits existing access controls, uses consistent metric definitions & logs every action for audit. Walk away with a blueprint for your first shared finance agents.

Samuel Bowerman

ThoughtSpot

15:00

15:05

The Transformation Journey: Scaling Intelligent Automation Across Diverse
Markets

The Unified vision
The Ecosystem
Organizing for Regional Scale
People as the engine of the transformation
Execution and Value Realization

Javier Huerta

Scotiabank

15:25

Evening Networking Break/ One-to-One Meetings (20 minutes)

15:55

Panel 4: The Agentic SDLC: Reimagining How Financial Institutions Build & Deliver Software

How can teams maintain security, quality and control as autonomy increases, and what skills will engineers need to stay in charge?
What does an agent-ready engineering architecture look like, and how must DevOps and SRE evolve?
How can AI agents modernise legacy banking applications without disrupting critical systems?
Where are AI agents delivering the greatest productivity gains?
How close are we to end-to-end autonomous software delivery?
Which parts of the SDLC are ready for AI agents today?

Sandeep Agarwal

Scotiabank

Lakshmi Baskaran

Microsoft

Ryan Coleman

BMO

Manoja Manoharan

Interac Corp.

Sheikh Uzair Mehboob

Unit8 (Moderator)

16:00

16:45

Panel 5: The AI-Native Financial Institution: Building the Bank of the Future

What will define tomorrow’s AI-native bank?
Where will competitive advantage come from?
How will AI reshape products, operations, and customer relationships?
From a technology perspective, what is critical to establish upfront, and what can evolve as maturity grows?
From a people perspective, how can we ensure our workforce thrives through AI-driven change?