Brief Agenda

Nov 04, 2026

08:00 am

08:30

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

08:55

Conference Chair’s Welcome Remarks

Lori Bieda

ElleExcel Women's Circle

09:00 am

09:05

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

Has financial services reached the Agentic AI tipping point?
What does the AI-native financial institution look like?
Where is Agentic AI delivering measurable business impact today?
Why are some organizations scaling AI while others remain stuck in pilot mode?
What are the biggest barriers to enterprise-wide AI adoption?
What data foundations are needed to scale enterprise AI?
How do leading institutions balance innovation with Trust and AI governance?
How are AI agents reshaping operating models, decision-making, and customer experiences?
What should be the top AI investment priorities over the next 24 months?
Where should firms build, buy or partner for AI?
How will humans and AI agents work together?
What capabilities will define the AI-native financial institution?
What will the autonomous financial enterprise look like by 2030?

Arup Saha

RBC

Rahul Chopra

CIBC

Mona Hassanzadeh

Meridian Credit Union

Lori Bieda

HerNav (Moderator)

10:00 am

10:05

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

Who is successfully moving Agentic AI from pilots into production?
Where does Agentic AI deliver value first: operations, risk, servicing or growth?
Why do governance and operating models matter more than AI models?
What separates institutions scaling agentic AI from those stuck in pilots?

Senior Executive

Available for Title Sponsor

10:30

The Next AI Frontier: Building Scalable Agentic Enterprises

Why is orchestration the missing layer of enterprise AI?
Orchestrating AI agents across the enterprise.
From isolated AI agents to coordinated multi-agent systems.
Rethinking AI execution beyond prompts, workflows and automation.
What defines the next generation of AI-native enterprises?

Muhammad Anwar Ul Haq

RBC

10:50

Beyond Automation: Building the Intelligent Operating Model of the Future

How are AI agents transforming automation into intelligent decision-making?
Where are banks redesigning work through AI and intelligent automation?
How do legacy operating models evolve for the AI-native enterprise?
How can organisations modernise operations without replacing core systems?
What separates AI-led operating models from fragmented automation?

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

How can banks turn fragmented data into a strategic business asset?
How can real-time data unlock faster decisions and new revenue opportunities?
What does trusted data mean for scaling AI and intelligent automation?
How can connected data improve customer experience, efficiency and growth?

Kevin Bohan

Denodo Technologies

Joe Salloum

BDO Canada LLP

12:00

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

Which financial operations are truly ready for autonomous AI today?
How should FI’s redesign processes for AI agents rather than simply automate legacy workflows?
What operating model changes are essential to scale AI-native enterprise?
How do you balance AI autonomy with governance, accountability, and human oversight?
Can legacy banking infrastructure support an autonomous enterprise, or is modernization a prerequisite?
What role will AI orchestration play across operations, risk, compliance, and customer service?
How should organizations measure the business value and ROI of Agentic AI?
How do you build trust in AI-driven decisions across employees, customers, and regulators?
What cultural and leadership changes are needed to build an AI-native organization?
Looking ahead, what will define a truly autonomous financial institution by 2030?

Paul Twigg

Digital Commerce Bank

Ihab Abi Nasif

Scotiabank

Vaishak Nair

Canada Life

Senior Executive

Available for Panel Sponsor

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

Are today’s AI governance frameworks ready for autonomous AI agents?
What needs to change as AI moves from recommendations to decisions?
How should financial institutions define the right level of human oversight?
How can governance keep pace with rapidly evolving AI models and use cases?
What controls are essential before AI agents can access critical systems and data?
How can institutions make autonomous AI decisions explainable and auditable?
Who owns accountability when an AI agent makes a high-impact decision?
How should risk teams assess and monitor AI-driven decisions at scale?
Can governance frameworks enable faster AI adoption rather than slow it down?
What does trusted autonomy look like in financial services?

Calin Milasan

EQ Bank

Dr. Marry Gunaratnam

Northern Credit Union

Hussam Gaoro

BDC

Senior Executive

Available for Panel Sponsor

Andre Rekhtine

Pentagram (Moderator)

14:50

Building AI-Ready Data Foundations for the Autonomous Financial Enterprise

How can FI's eliminate data silos to unlock enterprise-scale Agentic AI?
What does it take to build trusted, governed, and AI-ready data foundations?
How can organizations scale AI from pilots to enterprise-wide deployment?
How can banks accelerate AI innovation while ensuring security, compliance, and trust?

Senior Executive

Available for Silver Sponsor

15:00

15:10

From Automation to Autonomy: Reimagining Financial Processes with Agentic AI

How FIs can move beyond traditional automation to AI-driven, autonomous processes
Where Agentic AI can create the biggest impact across process excellence, ops & IB
How intelligent orchestration can connect people, processes, data & AI agents to eliminate friction
What it takes to scale autonomous workflows with control, resilience & measurable value

Javier Huerta

Scotiabank

15:30

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

15:50

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

How is AI changing the software development lifecycle beyond code generation?
Which parts of the SDLC are ready for agentic execution today?
Where are engineering teams seeing the greatest productivity gains from AI agents?
Can AI agents move seamlessly from requirements to code, testing and deployment?
How can banks modernize legacy applications without disrupting critical systems?
What does an agent-ready engineering architecture need to look like?
How should DevOps and SRE evolve as AI takes on more operational tasks?
How do engineering teams maintain security, quality and control as autonomy increases?
What new skills will engineers need as AI takes on more of the delivery lifecycle?
Are we moving toward software that can increasingly build, test and improve itself?