The Credit Association of Greater Toronto hosts monthly dinner meetings held exclusively at the Marriott Hotel (90 Bloor Street East). The venue offers easy on-site parking and steps to public transportation.

The evening includes a relaxing and comfortable cocktail reception starting at 5:00 pm which provides the ideal atmosphere to connect with industry colleagues, network with others and meet our featured speaker(s) followed by dinner and presentation on current industry topics.

Dinner Meetings

New Players in the Market - Dinner


Tuesday, May 5, 2015 - Time: 5:00pm - 8:30pm
Richard W. McLaughlin, Chief Marketing Officer of Rogers Bank and Jennifer Sault, Head of Marketing for Walmart Canada Bank Please join us for an engaging discussion focused on Canada's new boutique credit card market. Why we need them and how they will impact our consumers and our business. Richard and Jennifer will discuss the significant growth the boutique credit card market has seen in the past few years and how it plans to drive new customers into an already crowded market place.
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Location

Marriott Yorkville
90 Bloor St. East
Toronto, ON
Event Fees:

Members CAD 95.00
Non-Members CAD 130.00

Bankruptcy and Insolvency Workshop


Monday, Jun 1, 2015 - Time: 8:00am - 1:00pm
With Richard Killen CIRP, President, Richard Killen & Associates Ltd and Bruce Simpson B.Sc., LL.B, bankruptcy and insolvency lawyer. Topics covered: FROM THE TRUSTEE:
  • The role of the Trustee: The creditors’ rep, myth or fact?
  • When is a person insolvent?
  • What are the signs of a looming bankruptcy?
  • Bankruptcies v Proposals: Mechanics and trends
  • The effects of filing on new credit and the recovery of old
  • Limits on dealing with real property during the insolvency process
  • Getting more involved: Going beyond the submission of the proof of claim
  • Objections and investigations: Proposals, Discharges and Financial Disclosure
FROM THE LAWYER:
  • The role of the insolvency lawyer
  • The last word on withdrawing writs
  • Settlements, Priorities and Preferences
  • Section 38 Applications: "The creditor takeover"
  • Section 178: Debts not released
  • Understanding Student Loans
  • How to maximize your recovery in the face of an insolvency
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Location

Marriott Yorkville
90 Bloor St. East
Toronto, ON
Event Fees:

Members CAD 225.00
Non-Members CAD 260.00

Membership Registration


Monday, Jul 6, 2015 - Wednesday, Jul 6, 2050Time: 6:00am - 6:00am
Become A Member The CAGT is a great resource for education and insight into new trends and ideas in the credit industry. Our members come from all areas of credit, including retailers, banks, finance companies, utilities, collection agencies and credit bureaus. Benefit from Industry News, Education and Contacts As a CAGT member your company will benefit from the full spectrum of industry news, information, education and contacts. You will receive our newsletter "NEWS & VIEWS" which is published three times a year. As well as listening to key industry speakers at the six monthly dinner meetings, the CAGT provides a series of Professional Development Workshops. The dinner meetings are held at Marriott Bloor Yorkville, 90 Bloor St. E, Toronto, and are a great opportunity for you and your staff to make valuable contacts. The exchange of information and ideas with peers can provide practical and valuable insight to assist your organizations. The Credit Association brings you a dynamic list of presenters and topics, Membership Fees The Corporate Membership fee for the CAGT is $375.00 and the Small Business Membership fee for companies with ten (10) employees or less is $150.00. Each representative from your company will receive discounted rates for all dinner meetings and workshops.

Location



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Event Fees:

Membership fee for 2017 CAD 150.00
Membership fee for 2017 CAD 375.00

The Online Economy - Changes in the Way We Borrow Money - Dinner


Tuesday, Oct 6, 2015 - Time: 5:00pm - 8:30pm
Please join us for an engaging discussion with these new online Canadian lenders. Here are some key points and information the lenders will share with us:
  • How is risk mitigation being addressed when providing financing to a consumer or business owners?
  • How online lenders differ from chartered banks and credit unions and what is their “value add”?
  • How this business model is impacting the other financial institutions?
  • Will this new model of service delivery increase the concerns related to Canadian debt?
OUR SPEAKER'S INFORMATION Steven Uster is the Co-Founder & CEO of FundThrough, 
a venture capital backed Canadian online lender that uses technology and data to provide lines of credit against outstanding invoices so that small businesses can grow

. Andrew Graham is co-founder and CEO of Borrowell, 
a Canadian marketplace lending platform serving consumers with good credit scores. He leads a dynamic team dedicated to bringing better rates and service to borrowers as well as attractive returns to investors. Rob Young - Senior Vice President, International at OnDeck. 
He oversees all aspects of the company’s expansion to markets outside of the United States, including Canada and Australia. Prior to joining OnDeck, Rob was VP of Corporate  Development & New Ventures at Wonga.com, a pioneer online consumer lender based in the UK. Michael Wendland, Founder & CEO, Refresh Financial Inc. Graduated from Trinity Western University with a BBA in Finance, Helped establish one of the largest Mortgage Investment Corporations in BC. He founded Refresh Financial and initiated the first Secured Savings Loan in 2010. Since then, he has managed the hyper-growth with a team of 30 employees based in Kelowna and Hamilton.
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Location

Marriott Yorkville (Forest Hill Ballroom)
90 Bloor St. East
Toronto, ON
Event Fees:

Members CAD 95.00
Non-Members CAD 130.00

How Risk & Operations Collaborate to Deliver Collections Results - Dinner


Tuesday, Mar 1, 2016 - Time: 5:00pm - 8:30pm
How Risk & Operations collaborate to deliver collections results at Scotiabank Please join us for an engaging and entertaining evening focusing on how Risk & Operations collaborate to deliver collection results. Like you, Graham Anderson and Pedro Maya have seen Collections defined in many ways over the years - is it customer service? A profit centre? And who really owns Collections anyways - Risk or Operations? Each with over 15 years of practical experience across the "credit risk lifecycle", Graham and Pedro have recently developed a profitable approach to co-managing Collections across 30+ countries with governance and control. An evening with Graham Anderson & Pedro Maya Graham Anderson, VP Collections Risk, Global Risk Management, Scotiabank. Graham Anderson holds a Bachelor of Applied Science from Queen's University and an MBA from McMaster University. Pedro Maya, VP Collections, Operations, Scotiabank. Pedro Maya holds a Bachelor of Economics from Instituto Tecnológico Autónomo  de México.
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Location

Marriott Yorkville (check hotel display for the room)
90 Bloor St. East
Toronto, ON
Event Fees:

Non-Members CAD 130.00
Members CAD 95.00

Outsourcing Is Becoming The New Norm - Dinner


Tuesday, Nov 3, 2015 - Time: 5:00pm - 8:30pm
Please join us for an evening with Anuj Vohra (CIBC), Lora Paglia (Scotiabank) and Katia Acciarresi (EGS). What are the pros and cons of outsourcing? What does a primary organization look for in a partner? Anuj, Lora and Katia will lead an informative discussion around outsourcing in Canada. Together they will provide the perspectives of both the financial services industry that looks to outsource some of its services and functions and the companies that strive to fill those needs. Don’t miss it! OUR SPEAKERS' INFORMATION Anuj Vohra is the Vice President for the Retail Account Services group within Client Account Management in CIBC. Accountable for development of long-term strategic performance objectives and executing on operational, customer, shareholder and people management strategies. Manages the operating performance of 3 geographically located centres with over 400+ employees supporting all Retail Products and Small Business Banking products within CIBC. Lora Paglia is Vice President, Business Analytics with Scotiabank. Lora leads the strategic analysis and quantification of growth opportunities for Canadian Banking Credit Cards. Tasked with making recommendations to profitably grow the portfolio by leveraging internal and external insights from their work in product analytics, risk optimization and modelling. Katia Acciarresi is a Senior Vice President, Sales with EGS, a 1.1 Billion dollar company operating in eleven countries and serving the financial industry in first and third party collections and fraud. Katia has been with EGS for 21 years and is a recognized expert in Global Accounts Receivable Management. Katia recently shared her first and third party collections expertise with those who attended the North American InsideARM conference where she was asked to present. Katia looks forward to sharing her experiences and knowledge with you.
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Location

Marriott Yorkville (check hotel display for the room)
90 Bloor St. East
Toronto, ON
Event Fees:

Non-Members CAD 130.00
Members CAD 95.00

Economic Outlook For 2016 - Dinner


Tuesday, Jan 26, 2016 - Time: 5:00pm - 8:30pm
Start the year off “In The Know” Please join us for an engaging and entertaining evening focusing on The Economic Outlook for 2016. We are excited to have Mr. Aron Gampel, Vice-President and Deputy Chief Economist of Scotiabank and joining Mr. Gampel, is Andrew Grantham, Senior Economist with CIBC. The speakers will entertain and enlighten you on their forecast for 2016 covering a wide range of areas including housing, financial markets, indicators and international trends. Time permitting, there will be an opportunity to interact with the speakers on topics related to their presentation and our industry. An evening with Aron Gampel & Andrew Grantham Aron Gampel is the Vice-President and Deputy Chief Economist of Scotiabank. Aron is a senior advisor to the Bank’s executive management, and has wide-ranging responsibilities within the organization, including presenting to Scotiabank’s diverse customer base internationally. He is also a featured Bank spokesperson through a variety of media channels. 
Prior to joining Scotiabank in 1984, Aron spent six years as an economist with the Canadian investment firm of Pitfield Mackay Ross Ltd., and four years with the Ontario Economic Council, both in Toronto. For the past ten years, he has been a Director of the Canadian German Chamber of Industry and Commerce, and currently is the Chair of its Audit Committee. 
Aron is a graduate of York University in Toronto, Ontario, where he received his Master of Arts degree in Economics. He also earned his Honours Bachelor of Arts degree in Economics and Computer Science from Brock University in St. Catharines, Ontario. Andrew Grantham is a Senior Economist with CIBC. Joining in 2011, he focuses mainly on US economic forecasting and its implications for foreign exchange and fixed income markets. Since joining, he helped CIBC win MarketWatch's monthly contest for US forecasters five times, and is regularly quoted by the print and electronic media. Prior to joining CIBC in 2011, Andrew worked in London, England, for one of the UK's largest banks. He gained a Master's degree in Economics from the University of York, England.
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Location

Marriott Yorkville (check hotel display for the room)
90 Bloor St. East
Toronto, ON
Event Fees:

Non-Members CAD 130.00
Members CAD 95.00

Alberta's Foreclosure Process - Dinner


Tuesday, Apr 5, 2016 - Time: 5:00pm - 8:30pm
The Current Conditions and the Predicted Impact of the Changing Economy Please join us for an engaging discussion with Cass Lintott focusing on Alberta’s changing economy. An evening with Cass Lintot Owner of a vibrant full service law firm, Cass Lintott’s focus is on Foreclosures, Collections, Real Estate and Litigation. Lintott Law is the registered trade name of Cass Lintott Professional Corporation, a full-service Calgary-based boutique law firm established on April 1, 2013. With over 75 years of legal experience amongst its counsel and support staff, they provide a broad spectrum of legal services in multiple areas of law.
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Location

Marriott Yorkville (check hotel display for the room)
90 Bloor St. East
Toronto, ON
Event Fees:

Non-Members CAD 130.00
Members CAD 95.00

June Conference Sponsorship


Tuesday, Jun 6, 2017 - Wednesday, Jun 8, 2050Time: 8:00am - 3:00pm
Interested in sponsoring a CAGT event? Our 2017 Credit Conference is taking place on June 6, 2017. Please select from the various sponsorship payment options below.
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Location

Toronto Marriott Bloor Yorkville Hotel

Toronto, Ontario
Event Fees:

Level Four CAD 600.00
Level Three CAD 2000.00
Level Two CAD 3000.00
Level One CAD 5000.00

Dinner Meeting Sponsor


Tuesday, Jun 6, 2017 - Tuesday, Apr 5, 2050Time: 8:00am - 8:30pm
Interested in sponsoring a CAGT event? The Credit Association Of Greater Toronto brings you a dynamic list of presenters and topics. Please select from the sponsorship payment option below.
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Location

Marriott Yorkville
90 Bloor St. East
Toronto, Ontario
Event Fees:

Dinner Meeting Silver Sponsor CAD 2500.00
Dinner Meeting Gold Sponsor CAD 5000.00
Dinner Meeting Platinum Sponsor CAD 8000.00

2016 CREDIT CONFERENCE


Wednesday, Jun 8, 2016 - Time: 8:00am - 5:00pm

JUNE 8, 2016 2016 CREDIT CONFERENCE BIG DATA - BE THERE OR BE AWARE

Location: The Grand Hotel, Toronto, Ontario Date: June 8, 2016 Time: Conference Day: 8am-3pm; Networking Session: 3-5pm
CONFERENCE AGENDA
June 8, 2016 Conference Day
8:00am – Continental Breakfast/Registration 9:00am – 10:15am: Impact of Data Fraud on Industry Panel of Speakers:
  • Tom Hancock – Tangerine Bank
  • Peter Gannon - U.S. Secret Service
  • Satish Tarachandra – RCMP
10:15 – 10:45 - Break 10:45 - Noon: Big Data-Opportunity? Panel of Speakers:
  • Christopher Briggs - Equifax
  • Jason Wang - Transunion
  • Evan Wood - Environics
Noon – 1:30 – Lunch & Keynote Speaker Amy Vanderwal - Baker Hostetler - Madoff Estate Trustee 1:30 – 2:45 – Legislation Changes/Regulation – Barriers?
  • Bernice Karn - Cassels Brock
  • Chris Mak - SAS
2:45pm - 3:00pm - Raffle and Awards 3:00pm - 5:00pm - Networking Session
Co-SponsorsBreak Sponsors
equifaxGatestone
ICINscore
D&HFDR
ICE IncSIT
Meal SponsorsGeneral Sponsors
Transunionconsolidated
FCTHighCotton
BDOSAS
tcndoxim
ProgressaTechcom
Canadian Tire
A1CRCS
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Location

The Grand Hotel
225 Jarvis St
Toronto, ON
Event Fees:

Members CAD 200.00
Non-Members CAD 300.00

Reputation Risks and Emerging Trends - Dinner


Tuesday, May 3, 2016 - Time: 5:00pm - 8:30pm
Reputation Risks and Emerging Trends Please join us for an engaging dinner meeting that will focus on reputation risk and emerging trends in our industry.  Our panel of speakers will cover topics such as key customer complains, regulatory issues, social media, technology and marketing. An Evening with Greg Thompson, Steve Leslie, Anuj Vohra and Mark Ball Greg Thompson - Vice President, Operational Risk and Governance, Scotiabank. Greg joined Scotiabank in 2003 and has held progressively senior position in IT Security and Risk Management. As the Vice President of Operational Risk and Governance at Scotiabank Greg is tasked with defining and executing the Bank's Operational Risk Management Framework to ensure both the embedding of sound operational risk management practices and measurement and management of risk across the Bank in Business Lines, Corporate Functions and subsidiaries, globally. Greg is a Certified Information Systems Security Professional (CISSP) and is a graduate of the Richard Ivey School of Business, Executive Leadership Program. (University of Western Ontario). Steve Leslie Vice President, Canadian Collections & Recovery (Strategic Support), TD Bank Group. Steve currently leads the Strategic Support group for Canadian Collections and Recovery (CC&R) which supports end to end collection and recovery efforts for all retail products in Canada. Steve first joined the Bank in 1993 where he worked in Halifax, NS as a Term Deposit Officer and then as a CSR/CSO. Steve has also worked in Commercial Banking, Commercial Credit Risk Management (CCRM), has lead the commercial banking team for South East Ontario Region, banking medium to large scale businesses. Prior to his current role, Steve was the leader of the TD Canada Trust Collections and Recovery team - a team of specialists who perform late stage and recovery functions for all TDCT products as well as End to End data analytics, agency management, partner relationship management and collections projects. Anuj Vohra is the Vice President for the Retail Account Services group within Client Account Management in CIBC. He is currently accountable for development of long-term strategic performance objectives and executing on operational, customer, shareholder and people management strategies. His role entails managing the operating performance of three geographically located centres with over 400+ employees supporting all Retail Products and Small Business Banking products within CIBC. His mandate is to deepen client relationships by meeting more of our clients' financial needs through the delivery of strong advisory solutions and a consistent client service experience for customers facing financial difficulties. Throughout the last 19 years, Mark Ball has held various senior roles in personal and commercial banking leading sales and service teams in the Greater Toronto Market area as well as in portfolio management. For the last 6 years, Mark has led the Collections & Small Business Special Accounts Team for Bank of Montreal with responsibilities for Collection, Recoveries and Vendor Performance across all Consumer and small business products. Mark has an BA from the University of Western Ontario, an MBA from Dalhousie University and is a Fellow at the Institute of Canadian Bankers.
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Location

Marriott Yorkville (check hotel display for the room)
90 Bloor St. East
Toronto, ON
Event Fees:

Non-Members CAD 130.00
Members CAD 95.00

2016 CREDIT CONFERENCE


Wednesday, Jun 8, 2016 - Time: 8:00am - 5:00pm

JUNE 8, 2016 2016 CREDIT CONFERENCE BIG DATA - BE THERE OR BE AWARE

Location: The Grand Hotel, Toronto, Ontario Date: June 8, 2016 Time: Conference Day: 8am-3pm; Networking Session: 3-5pm
CONFERENCE AGENDA
June 8, 2016 Conference Day
8:00am – Continental Breakfast/Registration 9:00am – 10:15am: Impact of Data Fraud on Industry Panel of Speakers:
  • Tom Hancock – Tangerine Bank
  • Peter Gannon - U.S. Secret Service
  • Satish Tarachandra – RCMP
10:15 – 10:45 - Break 10:45 - noon: Big Data-Opportunity? Panel of Speakers:
  • Christopher Briggs - Equifax
  • Jason Wang - Transunion
  • Evan Wood - Environics
Noon – 1:30 – Lunch & Keynote Speaker Amy Vanderwal - Baker Hostetler - Madoff Estate Trustee 1:30 – 2:45 – Legislation Changes/Regulation – Barriers?
  • Bernice Karn - Cassels Brock
  • Chris Mak - SAS
2:45pm - 3:00pm - Raffle and Awards 3:00pm - 5:00pm - Networking Session

Location

The Grand Hotel
225 Jarvis St
Toronto, ON
Event Fees:

Non-Member Sponsor Cost CAD 250.00

Fintech Companies and Traditional Banks - What are the Differentiators


Tuesday, Oct 4, 2016 - Time: 5:00pm - 8:30am
The emergence of Fintech companies in Canada provides a compelling opportunity to examine the differentiators between them and traditional banks. The evening will touch on Fintech customers" and "employees". What are the expectations of the Canadian consumer and how do they address both models of service delivery. The evening will also present the traditional banking perspective of a Fintech. From hiring staff , raising capital, scaleability, regulatory oversight and flatter organizations FinTechs approach within the banking industry represents a dramatic change. Do traditional banks need to change or adapt in the market. Will FinTechs require a change in their view of the consumer? What if any impact will there be to the role and/or qualification of employees in areas of marketing, operations, risk. The presentation promises to provide attendees with an understanding of the direction of lending in Canada and the impact on both consumers and employees. Ali-PourdadAli Pourdad Ali has been Chief Executive Officer of Progressa (formerly Creditloans Canada Financing) since its inception in 2013. Born and raised in Vancouver, BC, Ali holds a Canadian Chartered Accountant degree and a BBA in Finance from Simon Fraser University. Ali has decisively positioned Progressa for its next generation of growth by recently executing on several initiatives, including securing an $11.4 million Series A financing. Under Ali's leadership, Progressa has successfully raised over $20.0 million of investor capital, invested over $2,000,000 in its proprietary lending technologies, and grown to over 70 employees in Vancouver and Toronto. Prior to being appointed CEO, Ali was a corporate insolvency and restructuring manager at a boutique advisory firm, where he operated, restructured, and sold a number of public and private companies under court appointment. Ali was a lead auditor with PricewaterhouseCoopers LLP, where he managed top-tier engagements of financial firms including JP Morgan Asset Management Fund and Phillips, Hager & North. Ali began his professional career at a young age, co-founding a leading IT services firm in Edmonton, AB and Vancouver, BC, in 1998, which grew to 30 employees. Ali exited the venture in 2005. Jonathan-GoodmanJonathan Goodman Jonathan Goodman is the President of C2O Consulting Group Inc., a boutique consulting firm specializing in Credit, Collections and Operations. C2O offers a range of assessment, advisory and process improvement services to financial institutions, insurers, financial technology companies and their business partners. Jonathan has over 25 years of experience in the financial services industry working for CIBC, President’s Choice Financial, Canadian Tire Financial Services as well as Equifax. As an executive, he has led large national credit, collections, product and operations functions through significant positive and negative economic cycles. In addition, he has consulted in the areas of risk management and credit scoring for the telecommunications, retail and finance industries. Jonathan has designed, developed and launched credit bureau scoring models as well as fraud detection models for the Canadian marketplace. Jonathan has also been active within the industry over the years as a prior member of the Consumer Credit Specialist Committee for the Canadian Bankers Association, the Board of Directors for Credit Counselling Canada, as well as the Board of Directors for the Credit Institute of Canada, Hamilton Chapter. Scott-CoffinScott Coffin, Co-Founder and President Scott has been active in the Canadian and US consumer finance industries for more than 20 years through roles at AVCO Financial, Equifax, Assante Wealth Management, and as the head of investments at Portfolio Management Group. In 2008 Scott partnered and co-founded Canaccede Financial Group and Affirm Financial Services to focus on acquisitions and originations in alternative consumer finance. In that time the company has grown to more than 80 people with offices in London, ON and Toronto. Scott holds a BA in Political Science and Economics from Western University.
Evening Sponsor
sit logo

Time:

  • Cocktails at 5:00pm
  • Dinner at 6:00pm
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Location

Marriott Yorkville (check hotel display for the room)
90 Bloor St. East
Toronto, ON
Event Fees:

Non-Members CAD 130.00
Members CAD 95.00

Social Media and Its Impact on Employment Law


Tuesday, Nov 1, 2016 - Time: 5:00pm - 8:30pm
John-Edward C. Hyde B.A., M.A., LL.B., J.D. John-Edward C. Hyde is a Partner at Levitt LLP. He advises management on all aspects of employment and labour law, including representation before administrative tribunals, collective agreement negotiation, arbitrations, wrongful dismissal defense and human rights. He also assists clients in providing strategic legal and human resources advice on labour and employment matters arising out of complex mergers, acquisitions and the sale of businesses. John-Edward’s pre-law background is in operations and human resources management in the transportation industry. This experience provides him with the unique opportunity to assist clients in the formulation of practical legal solutions, specifically tailored to their needs. He is one of only 24 lawyers in Ontario certified as a Specialist in Labour Law by the Law Society of Upper Canada. John-Edward represents private, public and institutional clients in a wide variety of labour and employment matters across Canada. His clients include international transportation interests, construction companies, manufacturers, health care providers, universities and major breweries. He has developed widely recognized legal sub-practices in the specialized areas of Transportation and Construction Labour Relations. He is the author of a number of articles in various labour and employment publications, and has presented numerous seminars on labour and employment law matters. PRACTICE AREAS: • Management Side Labour and Employment Law • Collective Agreements • Wrongful Dismissal • Human Rights • Human Resources Management MEMBERSHIPS & ASSOCIATIONS: • Member, Law Society of Upper Canada • Canadian Bar Association (Ontario) • Member, Transportation Lawyers Association of America and the Canadian Transport Lawyers’ Association • Member, and past Director of the North American Transportation Employee Relations Association • Member, and past Director of the Human Resources Professionals Association of Ontario • Member, The Royal Canadian Military Institute and the Royal Canadian Yacht Club Social Media and Its Impact on Employment Law As the oldest millennial reach 35 and the youngest are now driving how does social media with its on line instant publication impact the world of employment law. Facebook, Twitter, LinkedIn, and YouTube have become a common denominator in the world of employment. With employees who have countless on line friends, who in turn have 100’s of their own on line friends the negative impact and potential damage to an employer can be staggering if a social media strategy or terms of employment are not in place, Can employers face claims from other employees, contractors or third parties? What proactive steps should employers take to minimize the risk posed by employees’ use of social media? As employers conduct social media back ground checks as part of the interview process what are the risks and potential liability. What if an employer finds out information through social media that it cannot ask in an interview? Are there intellectual property rights to social media applications? Can an employer “own” a LinkedIn account? John will walk attendees through the complex maze of social media, and its impact on employment law. John will also provide his perspective on recent employment events such as the Jian Ghomeshi case that took place in Toronto earlier this year. The presentation will provide employers, and senior management with a high level approach on how to work effectively with their HR department to protect the companies interests and reputation.

Time:

  • Cocktails at 5:00pm
  • Dinner at 6:00pm
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Location

Marriott Yorkville (check hotel display for the room)
90 Bloor St. East
Toronto, ON
Event Fees:

Non-Members CAD 130.00
Members CAD 95.00

Canada & the Economic Outlook for 2017


Tuesday, Feb 7, 2017 - Time: 5:00pm - 8:30pm
Canada & the Economic Outlook for 2017 Economic forecasts are one thing but every executive knows, that the best business plan will encompass market volatility. This year’s presentation on the economy will highlight the interpretation on economic forecasts and how they can fluctuate. The presentation will highlight what we can expect in the coming year, with particular emphasis on specific provinces and territories and the interrelationship against international competitors. We will also have the opportunity to learn on what to expect, relative to the changes of a new administration in the USA. Benjamin Tal Mr. Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Well-known for his ground-breaking published research on topics such as labour market dynamics, real estate, credit markets, international trade and business economic conditions, Mr. Tal not only contributes to the conversation but also frequently sets the agenda. He has close to 20 years of experience in the private sector advising clients, industry leaders, corporate boards, trade associations and governments on economic and financial issues. National and global media regularly seek him out for his insight and analysis on economic issues that impact financial markets, consumers, corporations and public policy. He is also a frequent lecturer in the economic programs of various Canadian universities. Mr. Tal is a member of the Economic Committee of The Canadian Chamber of Commerce, The Economic Development Committee of the Toronto Board of Trade. He is also a member of board of Governors of Junior Achievement of Central Ontario, and a board member of the Toronto Financial Services Alliance. Carlos Gomes Carlos Gomes is a Senior Economist with Scotiabank. Carlos manages the Industry Research Group at Scotiabank Economics, and is responsible for covering the transportation sector, as well as providing in-depth analysis on several other industries. He works closely with Global Risk Management to assess the outlook for industries key to Scotiabank’s loan portfolio. Carlos joined Scotiabank after receiving a Master degree from York University, and has been with Scotiabank for more than two decades. During his tenure at Scotiabank, Carlos also obtained a Chartered Financial Analyst designation. Pablo Bréard Pablo Bréard is a senior officer of Scotiabank. Pablo manages a team of professionals focused on global economics and country intelligence. He provides advice to senior executive management on economic, political and financial risk factors affecting Scotiabank’s global operations. Pablo coordinates the production and distribution of research documents on global economics and foreign exchange markets. He is also the Chief Latin American Economist and is responsible for Emerging Markets Intelligence. His position involves fundamental and technical sovereign risk analysis, institutional client development, international public speaking, frequent publishing of reports and extensive international traveling to support Scotiabank's global businesses. Pablo is a frequent contributor to the broadcast networks and print media specialized in global finance and emerging markets. Mr. Bréard completed the Executive Development Programme at the Wharton School of Business of the University of Pennsylvania (USA). He taught a course on “Latin American Finance & Economics” at the International MBA Programme of York University (Canada) for eight years.
Evening Sponsor
Progressa Logo

Time:

  • Cocktails at 5:00pm
  • Dinner at 6:00pm
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Location

Marriott Yorkville (check hotel display for the room)
90 Bloor St. East
Toronto, ON
Event Fees:

Non-Members CAD 130.00
Members CAD 95.00

Risks, Challenges and Opportunities Facing Financial Institutions In Canada


Tuesday, Mar 7, 2017 - Time: 5:00pm - 8:30pm
Martha Durdin President & Chief Executive Officer Canadian Credit Union Association Martha is an experienced executive with extensive experience in management, public affairs and advocacy. Most recently, she was the Managing Principal of Navigator Ltd., a leading national strategic public affairs firm and spent thirteen years as an executive at a large Canadian bank. Early in her career, Martha worked on Parliament Hill as a Ministerial Chief of Staff and as a media relations officer in the Office of the Prime Minister. Martha is an experienced Director and has volunteered her time for a number of community organizations. Martha served three terms as the Chair of the Ontario Arts Council and is currently Vice-Chair of the Royal Ontario Museum Board of Trustees. She is also a Director of The Walrus Foundation, The Writers Trust of Canada and The Canadian Club of Toronto. She is a recipient of the Queen’s Diamond Jubilee Medal. Ms. Durdin is fully bilingual and holds a BA (Hon) from Western University, an MSc from the London School of Economics, and an ICD.D from the Institute of Corporate Directors at the Rotman School of Management. She is married with two children. She and her family split their time between Toronto and a century stone farmhouse in Fergus, Ontario.

Time:

  • Cocktails at 5:00pm
  • Dinner at 6:00pm
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Location

Marriott Yorkville (check hotel display for the room)
90 Bloor St. East
Toronto, ON
Event Fees:

Non-Members CAD 130.00
Members CAD 95.00

All things Millennial... An Introduction to What Makes Them Unique and Why We Should Care


Tuesday, Apr 4, 2017 - Time: 5:00pm - 8:30pm
Anush Sachdeva has been with the Royal Bank for 3 years, currently the Senior Manager of Consumer Psychology & Experience Design. He graduated from the Vancouver School of Economics, University of British Columbia with a degree in Economics and focus in Behavioral Economics, following which he founded a social news aggregator start-up ( WePower ). Anush worked in some of the top advertising & marketing agencies ( Leo Burnett & DDB) before joining RBC where he began as a behavioral economist. More recently his mandate has expanded to helping support senior leadership in re-orienting the organizations approach to problem solving via design thinking & working on large transformative digital innovation projects. He was also a judge for the Rotman Design Challenge in 2015. Passionate about human/consumer behavior, designing user-experiences that solve real problems and Korean food.

Time:

  • Cocktails at 5:00pm
  • Dinner at 6:00pm
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Location

Marriott Yorkville (check hotel display for the room)
90 Bloor St. East
Toronto, ON
Event Fees:

Non-Members CAD 130.00
Members CAD 95.00

Canada’s Future: Putting Politics, Economics, and Foreign Policy into Perspective


Tuesday, May 2, 2017 - Time: 5:00pm - 8:30pm
Hon. Peter MacKay Canada’s former Minister of Foreign Affairs, Minister of National Defence, and Minister of Justice As Canada’s former Minister of Foreign Affairs, Minister of National Defence, and Minister of Justice, The Hon. Peter MacKay has been at the forefront of some the most vital decisions affecting Canada—and the world—over the past 20 years. Today, he draws upon his extensive political and legal acumen to talk business, security, trade, and foreign policy with an international outlook and rare expertise. The Hon. Peter MacKay served as the federal government’s Minister of Justice and Attorney General (2013–2015), Minister of National Defence (2007–2013), and Minister of Foreign Affairs (2006–2007). He also served as Minister of the Atlantic Canada Opportunities Agency (ACOA) and Minister responsible for Nova Scotia and Prince Edward Island and Newfoundland/Labrador. In his first term of office in 1997, he was Justice Critic and House Leader for the Progressive Conservative Party, for which he served as critic for law enforcement issues, as a member of the Board of Internal Economy, the Standing Committee on Justice and Human Rights, the Standing Committee on Canadian Heritage, the Standing Committee on Finance, and the Sub-Committee on the Study of Sport in Canada. He won the leadership of the Progressive Conservative Party of Canada in 2002 and worked with Stephen Harper’s Canadian Alliance and thousands of members to re-unify the Conservative movement in Canada, forming the Conservative Party of Canada in 2003, for which he was its first deputy leader. MacKay has a BA from Acadia University and studied law at Dalhousie University, and was called to the bar in 1991. He has served as a Crown prosecutor and worked in private practice. Today, after his retirement from federal politics in 2015, he works as a partner for the global law firm Baker & McKenzie in Toronto, litigating in the firm’s growing government enforcement and compliance practice, and offering strategic advice to companies involved in international business and trade. He is the founder of the Halifax International Security Forum and past chancellor of Royal Military College in Kingston. He has served on numerous volunteer boards, including New Leaf and Tearmann House, and the adopt a library literacy program. He has been active in his support for Big Brothers Big Sisters and the special Olympics. He is married to human rights activist, author, and artist Nazanin Afshin-Jam, with whom he has two children, and resides in Toronto, ON and New Glasgow, NS. Speech Topic Canada’s Future: Putting Politics, Economics, and Foreign Policy into Perspective For expert insights into a diverse array of issues—from defense to trade, foreign policy to human rights—there are few speakers with more authority than the Hon. Peter MacKay. While serving as an MP in Canada’s Parliament for 20 years, holding some of the country’s most prestigious appointments, MacKay shaped economic and legal policy, traveled the globe, and was responsible for world-changing decisions. Now, as a keynote speaker, he speaks to issues of domestic and cross-border security—encompassing human, financial, environmental, democratic, and other dimensions—based on his time as Minister of National Defence. He talks on world affairs, energy, trade, and foreign policy from his experience as Minister of Foreign Affairs. And he speaks to issues of human rights and criminal justice from his recent work as Minister of Justice. For an international outlook, and for a comprehensive understanding of Canada—our rich history, and our boundless potential—the Hon. Peter MacKay is a versatile, adaptable speaker. He’s able to contextualize the latest headlines, fit them within a broader, global framework, and narrow in on what’s most vital for your organization.

Time:

  • Cocktails at 5:00pm
  • Dinner at 6:00pm
  • Social 8:00pm - 10:00pm
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Location

Marriott Yorkville (check hotel display for the room)
90 Bloor St. East
Toronto, ON
Event Fees:

Non-Members CAD 130.00
Members CAD 95.00

2017 CREDIT CONFERENCE


Tuesday, Jun 6, 2017 - Time: 8:00am - 5:00pm

JUNE 6, 2017 2017 CREDIT CONFERENCE

CONFERENCE AGENDA
Details to follow.

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Event Fees: