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 am

09:00
Conference Chair’s Welcome Remarks

Michele Poole

DeepPoole Advisory
09:05
Morning Panel : Beyond RTR - Building Canada's Next Generation
Payments Ecosystem
  • Where does Canada's payments transformation stand today?
  • Beyond RTR—what defines Canada's next competitive advantage?
  • Where should banks invest to maximize long-term value?
  • How can ISO 20022 unlock intelligence—not just compliance?
  • Who will lead the Consumer-Driven Banking era?
  • Which partnerships will shape Canada's future payments ecosystem?
  • How can Canada strengthen its global payments competitiveness?
  • 2030 Vision: What will define Canada's payments ecosystem?

David Odigie

RBC

Philippe Daoust

National Bank Of Canada

Amit Tandon

TD

Courtney Kim

Alterna Savings

Michele Poole

DeepPoole Advisory (Moderator)

10:00 am

10:05
The Trust Layer: Enabling Canada's Connected Financial Future
  • Why is trust becoming the foundation of Canada's digital economy?
  • How can the industry build a connected ecosystem without compromising security?
  • How will digital identity and secure data sharing unlock new payment experiences?
  • What role will collaboration play in accelerating Consumer-Driven Banking?

Christopher Misener

TD Securities
10:30
The Hidden Surface: Operational Risk in the Age of Autonomous AI
  • What safeguards are needed to ensure operational resilience?
  • How can institutions maintain oversight and accountability?
  • Where are the vulnerabilities in AI-driven workflows?
  • What hidden operational risks emerge with autonomous AI?

Deyra Bladon

ATB Financial
10:55
When AI Gets the Keys: Governing AI Decisions at Machine Speed
  • How is agentic AI transforming money movement and financial-crime risks?
  • What changes when AI moves from recommendations to autonomous execution?
  • What emerging risks and blind spots should institutions anticipate?
  • How can continuous assurance strengthen oversight without slowing innovation?

Thomas Nadratowski

Citi

11:00 am

11:15
Morning Networking Break/ Pre-Arranged Meetings (30 Minutes)

12:00

12:00
Panel 2: From Data to Decisions: Building the Intelligence Layer of Modern Payments
  • Beyond Compliance: How Can ISO 20022 Turn Payments Data into Real-Time Intelligence?
  • Is Agentic AI ready to become the intelligence layer of modern payments?
  • Which Payment Operations Are Best Suited for AI Automation?
  • How Can Intelligent Orchestration Enhance Speed, Fraud Prevention and CX?
  • What Will Define Intelligent Payments and Unlock New Growth Opportunities?

Alain D’Souza

JPMC

Vishal Arora

AWS

Mohneet Gujral

Citi

Ron Kaine

Central 1

John Di Sebastiano

ebpSource Limited (Moderator)

13:00

13:00
Networking Lunch/ Pre-Arranged Meetings (60 mins)

14:00

14:00
The Connected Consumer: Who Will Own the Future of Financial Relationships?
  • What will define the future of banking and wealth management by 2030?
  • How can open data and AI deliver more personalized financial services?
  • How can wealth managers evolve into holistic financial partners?
  • How can banks retain customer ownership amid fintech competition?
  • Can Pay-by-Bank become a mainstream payment method in Canada?
  • How will Consumer-Driven Banking reshape customer relationships?

Grant Armstrong

Wealth One Bank of Canada

Lamia M.

IG Wealth Management

Abdi H.

Wealthsimple

Akshath Goyal

U.S. Bank

Bhavna Kaushal

BK Advisory and Fractional (Moderator)

15:00

15:00
The Future of Real-Time Payments: Innovation, Interoperability & Global Connectivity
  • What trends are shaping the future of real-time payments globally?
  • How can interoperability unlock the next phase of payment innovation?
  • What role will AI, ISO 20022 and richer data play in future payment ecosystems?
  • What should financial institutions prioritize over the next decade?

Kalyani Bhatia

TCH
15:25
Evening Networking/1-2-1 Meetings Break (30 Mins)
15:45
Trust Under Attack: Winning the AI vs AI Battle in Real-Time Payments
  • Can financial institutions stay ahead of AI-powered fraudsters?
  • How can banks balance fraud prevention with payment speed and convenience?
  • Who should be responsible for fraud prevention across the payments ecosystem?
  • Should banks share fraud intelligence or keep it as a competitive advantage?
  • Where should banks invest next: AI, digital identity, or industry collaboration?
  • What will define a trusted, secure real-time payments ecosystem?

Brent Mizzen

Canadian Bankers Association

Sahba Kazerooni

Laurentian Bank

Braulio Lam

EQ Bank

Gautam Garg

Fairstone Bank

Camelia Salem

Kainos (Moderator)
16:30
Global Payments 2030: Faster, Smarter & Borderless
  • How are evolving customer expectations redefining cross-border payments?
  • Where do the biggest pain points remain in the global money movement?
  • How will real-time payments and greater interoperability transform cross-border transactions?
  • Can digital assets and tokenized money reshape the future of cross-border payments?
  • How can banks, fintechs and regulators build a more connected global payments ecosystem?
  • How are cross-border payments evolving for a digital-first global economy?
  • Where should institutions invest to shape global payments by 2030?

Brian Ford

ATB Financial

Mike Hurley

Nova Scotia CUDIC

Tony Clark

Swift

Shefali Bharti

Scotiabank

Andrew Rizkalla

AquaNow

Shreya Mathur

Deloitte (Moderator)

17:00

17:30
Conference Chair’s Closing Remarks

Michele Poole

DeepPoole Advisory
17:35
Cheers with Peers – Close the Day with Evening Drinks
Thank you for being part of the summit!
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