Day 1 Agenda - AI in Finance DAFS Summit 2025

7:30 am

REGISTRATION & NETWORKING BREAKFAST: BUILD COMMUNITY CONTACTS

8:50 am

OPENING REMARKS FROM THE CHAIRPERSON

Barb MacLean

CEO & Co-Founder, Velocita, Creator, Fintech Playlist, Advisor , Podcast Co-Host – Event Chair

Cavallo Technologies

9:00 am

KEYNOTE PRESENTATION: AI CHANGE MANAGEMENT

Building a Business Case and Momentum to Drive Change Within Your Organization

Ozge Yeloglu

Vice President, Enterprise Advanced Analytics

CIBC

9:30 am

KEYNOTE PANEL DISCUSSION: DATA STRATEGY

Building a Modern Data Strategy that Serves Business Needs and Helps Reap the Benefits of AI and Analytics

Tezbir Singh

Managing Director, Data & Analytics Capabilities

BMO Financial Group

Sahar Nezami

Vice President, Analytics & Data

Meridian Credit Union

Mauricio Leon

Director, Data Assets & Data Management

CIBC Mellon

Vlad Cazan

Chief Technology Officer

Paybilt

Moderator

10:15 am

SPEED NETWORKING: MAKE MEANINGFUL CONNECTIONS

10:30 am

INDUSTRY EXPERT PRESENTATION: COMPLIANCE OPERATIONS TRANSFORMATION

Scaling Financial Services Risk and Compliance with GenAI

Guillaume Colley

Director, AI & Analytics

Cavallo Technologies

Moderator

11:00 am

REFRESHMENTS BREAK & EXHIBITOR LOUNGE: ATTEND VENDOR DEMOS & CONSULT INDUSTRY EXPERTS

11:30 am

TRACK 1: BUSINESS

PANEL DISCUSSION: DATA VALUE REALIZATION

Leveraging Data to Achieve Tangible Business Outcomes and Enhance Decision-Making

Jeremy Coughlin

Vice President, Enterprise Analytics

Coast Capital Savings

Alexander Chan

Director, Analytics

RBCx

Papa Nguer

Director Technical Sales for Canada & East

Informatica

Julie-Melissa Marin

Senior Manager, Conversational Marketing

National Bank of Canada

Moderator

11:30 am

TRACK 2: TECHNICAL

PANEL DISCUSSION: DATA MANAGEMENT & GOVERNANCE IN FINANCIAL SERVICES

Modernizing Data Management to Improve Data Quality and Increase Operational Efficiency

Nabarun Lahiri

Managing Director - Head of Data Management, Governance & Controls

TD Securities

Fahad Zaidi

Director, Engineering

Neo Financial

Matt Waynert

Director, Data Engineering and Advanced Analytics

General Bank of Canada

Mo Bayan

Director, Business Intelligence & Data Enablement

Sun Life

Barb MacLean

CEO & Co-Founder, Velocita, Creator, Fintech Playlist, Advisor , Podcast Co-Host – Event Chair

Cavallo Technologies

Moderator

12:15 pm

TRACK 1: BUSINESS

CASE STUDY: MODERN DATA ECOSYSTEM

Building the Next-Generation Data Ecosystem to Support Your Business Strategy

Matt Waynert

Director, Data Engineering and Advanced Analytics

General Bank of Canada

12:15 pm

TRACK 2: TECHNICAL

CASE STUDY: DATA-DRIVEN OPERATIONAL FORECASTING & RESOURCE PLANNING

Optimizing Resource Planning and Enhancing Colleague and Customer Experience with AI-Driven and Statistical Models

Justin Chan

Senior Manager, Data Science

TD

Amanda Easson

Applied Machine Learning Scientist II

TD

Manigandan Chandrasekaran

Applied Machine Learning Scientist II

TD

12:45 pm

TRACK 1: BUSINESS

INDUSTRY EXPERT PRESENTATION: REAL-TIME INSIGHTS, REAL-TIME ACTION

The Strategic Playbook for Effective Risk and Fraud Prevention with Modern Data Integration

Jordan Martz

Senior Sales Engineer, Enterprise

Fivetran

12:45 pm

TRACK 2: TECHNICAL

INDUSTRY EXPERT PRESENTATION: HARNESSING GENAI IN FINANCIAL SERVICES

Overcoming Challenges with Dynamic Data to Unlock AI-Driven Insights

Terry Dorsey

Senior Data Architect & Evangelist

Denodo

1:15 pm

NETWORKING LUNCH: DELVE INTO INDUSTRY CONVERSATIONS

2:15 pm

EXBIHITOR LOUNGE VISITS: ATTEND VENDOR DEMOS & CONSULT INDUSTRY EXPERTS

2:45 pm

WORKSHOPS

WORKSHOP A: ANALYTICS MATURITY
Maximizing Impact Within Your Organization Through Increasing Your Analytics Organization Maturity

Led by Joel Li, Director, Data Science, Allstate Canada

WORKSHOP B: RISK OPERATIONS
Enabling Proactive Risk Mitigation Through Leveraging Real-Time AI-Powered Analytics

Led by Pubudu Premawardena, Former Vice President, Enterprise Risk Management, Equitable Bank

WORKSHOP C: DESIGN THINKING FOR AI-POWERED BUSINESS SOLUTIONS
Transforming Pain Points into High-Value AI Use Cases

Led by Samuel Easto-Lefebvre, National AI Lead, Impact & Innovation, BDC

Joel Li

Director, Data Science

Allstate Canada

Moderator

Pubudu Premawardena

Former Vice President, Enterprise Risk Management

Equitable Bank

Moderator

Samuel Easto-Lefebvre

National AI Lead, Impact & Innovation

BDC

Moderator

3:45 pm

REFRESHMENTS BREAK & EXHIBITOR LOUNGE: ATTEND VENDOR DEMOS & CONSULT INDUSTRY EXPERTS

4:15 pm

PANEL DISCUSSION: DATA ACCESS AND TRANSPARENCY REGULATIONS

Establishing a Collaborative Relationship with Regulators to Drive Business Capability Enhancement

Sai Poguluru

CISO & Head of Technology Operations

Your Neighbourhood Credit Union

Paul Twigg

Chief Technology Officer

Digital Commerce Bank

Barb MacLean

CEO & Co-Founder, Velocita, Creator, Fintech Playlist, Advisor , Podcast Co-Host – Event Chair

Cavallo Technologies

Moderator

4:45 pm

CASE STUDY: AI STRATEGY IN ACTION

Balancing Build, Buy, and Adapt Approaches to Deliver Impactful AI Solutions

Daniel Capriles

Director, Advance Analytics & AI

BDC

5:15 pm

END OF DAY ONE SUMMARY & CLOSING REMARKS

Barb MacLean

CEO & Co-Founder, Velocita, Creator, Fintech Playlist, Advisor , Podcast Co-Host – Event Chair

Cavallo Technologies

5:20 pm

EVENING RECEPTION: ENJOY GREAT CONVERSATION, MUSIC & NETWORKING

Agenda Day 1

Please note that all times listed are EST (Eastern Standard Time)…

REGISTRATION & NETWORKING BREAKFAST: BUILD COMMUNITY CONTACTS

OPENING REMARKS FROM THE CHAIRPERSON

KEYNOTE PRESENTATION: AI CHANGE MANAGEMENT

Building a Business Case and Momentum to Drive Change Within Your Organization

KEYNOTE PANEL DISCUSSION: DATA STRATEGY

Building a Modern Data Strategy that Serves Business Needs and Helps Reap the Benefits of AI and Analytics

SPEED NETWORKING: MAKE MEANINGFUL CONNECTIONS

INDUSTRY EXPERT PRESENTATION: COMPLIANCE OPERATIONS TRANSFORMATION

Scaling Financial Services Risk and Compliance with GenAI

REFRESHMENTS BREAK & EXHIBITOR LOUNGE: ATTEND VENDOR DEMOS & CONSULT INDUSTRY EXPERTS

PANEL DISCUSSION: DATA VALUE REALIZATION

Leveraging Data to Achieve Tangible Business Outcomes and Enhance Decision-Making

PANEL DISCUSSION: DATA MANAGEMENT & GOVERNANCE IN FINANCIAL SERVICES

Modernizing Data Management to Improve Data Quality and Increase Operational Efficiency

CASE STUDY: MODERN DATA ECOSYSTEM

Building the Next-Generation Data Ecosystem to Support Your Business Strategy

CASE STUDY: DATA-DRIVEN OPERATIONAL FORECASTING & RESOURCE PLANNING

Optimizing Resource Planning and Enhancing Colleague and Customer Experience with AI-Driven and Statistical Models

INDUSTRY EXPERT PRESENTATION: REAL-TIME INSIGHTS, REAL-TIME ACTION

The Strategic Playbook for Effective Risk and Fraud Prevention with Modern Data Integration

INDUSTRY EXPERT PRESENTATION: HARNESSING GENAI IN FINANCIAL SERVICES

Overcoming Challenges with Dynamic Data to Unlock AI-Driven Insights

NETWORKING LUNCH: DELVE INTO INDUSTRY CONVERSATIONS

EXBIHITOR LOUNGE VISITS: ATTEND VENDOR DEMOS & CONSULT INDUSTRY EXPERTS

WORKSHOPS

REFRESHMENTS BREAK & EXHIBITOR LOUNGE: ATTEND VENDOR DEMOS & CONSULT INDUSTRY EXPERTS

PANEL DISCUSSION: DATA ACCESS AND TRANSPARENCY REGULATIONS

Establishing a Collaborative Relationship with Regulators to Drive Business Capability Enhancement

CASE STUDY: AI STRATEGY IN ACTION

Balancing Build, Buy, and Adapt Approaches to Deliver Impactful AI Solutions

END OF DAY ONE SUMMARY & CLOSING REMARKS

EVENING RECEPTION: ENJOY GREAT CONVERSATION, MUSIC & NETWORKING

Agenda Day 1

Please note that all times listed are EST (Eastern Standard Time)…

REGISTRATION & NETWORKING BREAKFAST: BUILD COMMUNITY CONTACTS

OPENING REMARKS FROM THE CHAIRPERSON

KEYNOTE PRESENTATION: AI CHANGE MANAGEMENT

Building a Business Case and Momentum to Drive Change Within Your Organization

KEYNOTE PANEL DISCUSSION: DATA STRATEGY

Building a Modern Data Strategy that Serves Business Needs and Helps Reap the Benefits of AI and Analytics

SPEED NETWORKING: MAKE MEANINGFUL CONNECTIONS

INDUSTRY EXPERT PRESENTATION: COMPLIANCE OPERATIONS TRANSFORMATION

Scaling Financial Services Risk and Compliance with GenAI

REFRESHMENTS BREAK & EXHIBITOR LOUNGE: ATTEND VENDOR DEMOS & CONSULT INDUSTRY EXPERTS

PANEL DISCUSSION: DATA VALUE REALIZATION

Leveraging Data to Achieve Tangible Business Outcomes and Enhance Decision-Making

PANEL DISCUSSION: DATA MANAGEMENT & GOVERNANCE IN FINANCIAL SERVICES

Modernizing Data Management to Improve Data Quality and Increase Operational Efficiency

CASE STUDY: MODERN DATA ECOSYSTEM

Building the Next-Generation Data Ecosystem to Support Your Business Strategy

CASE STUDY: DATA-DRIVEN OPERATIONAL FORECASTING & RESOURCE PLANNING

Optimizing Resource Planning and Enhancing Colleague and Customer Experience with AI-Driven and Statistical Models

INDUSTRY EXPERT PRESENTATION: REAL-TIME INSIGHTS, REAL-TIME ACTION

The Strategic Playbook for Effective Risk and Fraud Prevention with Modern Data Integration

INDUSTRY EXPERT PRESENTATION: HARNESSING GENAI IN FINANCIAL SERVICES

Overcoming Challenges with Dynamic Data to Unlock AI-Driven Insights

NETWORKING LUNCH: DELVE INTO INDUSTRY CONVERSATIONS

EXBIHITOR LOUNGE VISITS: ATTEND VENDOR DEMOS & CONSULT INDUSTRY EXPERTS

WORKSHOPS

REFRESHMENTS BREAK & EXHIBITOR LOUNGE: ATTEND VENDOR DEMOS & CONSULT INDUSTRY EXPERTS

PANEL DISCUSSION: DATA ACCESS AND TRANSPARENCY REGULATIONS

Establishing a Collaborative Relationship with Regulators to Drive Business Capability Enhancement

CASE STUDY: AI STRATEGY IN ACTION

Balancing Build, Buy, and Adapt Approaches to Deliver Impactful AI Solutions

END OF DAY ONE SUMMARY & CLOSING REMARKS

EVENING RECEPTION: ENJOY GREAT CONVERSATION, MUSIC & NETWORKING

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