Brief Agenda

Nov 04, 2026

08:00 am

08:30

08:55

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

08:55

09:00

Conference Chair’s Welcome Remarks

Lori Bieda

ElleExcel Women's Circle

09:00 am

09:00

10:00

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?

Eric Brock

PNC Bank

Ryan Coleman

BMO

Mona Hassanzadeh

Meridian Credit Union

Senior Executive

Available for Platinum Sponsor

Lori Bieda

ElleExcel Women's Circle (Moderator)

10:00 am

10:00

10:25

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

10:25

10:45

The Next Generation of Enterprise AI: Architecting Agentic AI That Scale

Why today's AI agents struggle to scale across the enterprise.
From workflow automation to enterprise-scale AI agents.
Designing AI architectures that execute with trust, consistency, and scale.
The roadmap to building truly AI-native financial institutions

JL Maréchaux

National Bank of Canada (NBC)

10:45

11:05

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

11:00 am

11:05

11:35

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

11:35

11:55

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?

Senior Executive

Available for Gold Sponsor

11:55

12:40

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

Serena Chan

Vancity Credit Union

Senior Executive

Available for Panel Sponsor

Senior Consultant

Moderator

12:00

12:40

13:00

AI-Enabled Engineering: Accelerating Enterprise Modernization

How is AI transforming software engineering and enterprise delivery?
How can financial institutions modernise legacy platforms for the AI era?
How do engineering teams build AI-ready platforms at enterprise scale?
How is AI accelerating application modernisation, testing and software delivery

Andrey Malashenko

BMO

13:00

14:00

Networking Lunch/ Pre-Arranged Meetings (60 mins)

14:00

14:45

Panel 3: Trust by Design: Governing Agentic AI at Enterprise Scale

Can governance become an accelerator for AI adoption rather than a barrier?
Are today's governance frameworks ready for autonomous AI agents?
Who should ultimately be accountable for AI-driven decisions?
How should organisations govern thousands of AI agents?
How do financial institutions build trust into AI from day one?
Can AI remain explainable as autonomous systems become more complex?
How should organizations balance innovation, regulation, and operational resilience?
What role does data governance play in building trusted AI?
How are institutions managing AI model risk across the enterprise?
Can existing risk frameworks keep pace with Agentic AI?
How should boards oversee AI governance in the age of autonomous decision-making?
Will regulation drive AI innovation—or slow it down?
What will trusted AI look like in financial services by 2030?

Calin Milasan

EQ Bank

Dr. Marry Gunaratnam

Northern Credit Union

Della Shea

Interac

Senior Executive

Available for Panel Sponsor

Andre Rekhtine

Author of the Pentagram of Gov (Moderator)

14:45

15:05

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

15:05

15:25

From Real-Time Payments to Intelligent Financial Infrastructure

How will modern payment infrastructure power the next generation of AI-driven financial services?
What role will trusted data play in enabling secure and intelligent financial ecosystems?
How can FI's build AI-ready infrastructure without compromising resilience and trust?
What will define the future of intelligent, interconnected financial ecosystems in Canada?

Dr. Walid Ghannouchi

Payments canada

15:25

15:55

Networking Break/ 1-2-1 Meetings (30 mins)

15:55

16:40

Panel 4: AI vs AI: Winning the Fight Against Intelligent Financial Crime

How is AI reshaping the financial crime landscape?
Are financial institutions prepared for AI-powered fraud and cyber threats?
How can AI stay ahead of deepfakes, synthetic identities, and next-generation scams?
How should financial institutions defend against autonomous AI attacks?
What role will Agentic AI play in fraud prevention and threat detection?
How can banks balance seamless customer experiences with stronger fraud controls?
How is AI transforming AML, sanctions, and financial crime investigations?
Can real-time intelligence redefine fraud prevention and cyber resilience?
What role will digital identity play in the future of trusted financial services?
How can financial institutions strengthen collaboration to combat AI-driven financial crime?
What capabilities must financial institutions build today to stay ahead of tomorrow's threats?

Sandeep Agarwal

Scotiabank

Nabarun Lahiri

TD

Lakshmi Baskaran

Microsoft

Senior Executive

Available for Sponsor

Senior consultant

Panel Moderator

16:00

16:40

17:00

From Detection to Decision: Building the AI-Native Fraud Strategy

How can FI's move from reactive fraud detection to real-time decision intelligence?
What role will AI agents play in preventing fraud before it happens?
How can organizations balance fraud prevention, customer experience, and operational efficiency?
What capabilities are essential to build an AI-native fraud and financial crime strategy?

Senior Executive

Available for Keynote sponsor

17:00

17:45

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

What will define tomorrow's AI-native bank?
Which capabilities will separate market leaders?
Where will competitive advantage come from?
How will AI reshape products, operations and customer relationships?
What should CEOs prioritise over the next 24 months?
What will autonomous finance look like by 2030?

Rahul Chopra

CIBC

Javier Huerta

Scotiabank

Senior Executive

Available for Bank

Senior Executive

Available for Panel Sponsor

Senior Consultant

Panel Moderator

17:45

Conference Chair’s Closing Remarks

Lori Bieda

ElleExcel Women's Circle

17:50

Cheers with Peers – Close the Day with Evening Drinks

Thank you for being part of the summit!

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