June 4, 2019
  • 7:30 AM
    Registration and Breakfast
  • 8:15 AM
    Opening Remarks from the Chair
    Usman Sheikh
    National Head, Blockchain & Smart Contracts Group, Gowling WLG
  • 8:30 AM
    Opening Keynote Address
    How Blockchain is Revolutionizing Financial Services
    Alex Tapscott
    Writer, Speaker, Advisor and Co-founder, Blockchain Research Institute

    Technological revolution is here to stay and financial institutions need to adapt or be left behind.  Gain insight from an industry leader on the potential for distributed ledger technology (DLT), blockchain and digital ID in financial services.  Get ahead of the curve and incorporate the benefits to reduce costs, time and risk.

    • Identify which areas in financial services are adopting new digital technology and what’s next
    • Gain insight into what is being implemented elsewhere in the world
    • Understand and overcome hurdles to gain buy-in at your organization

    Prepare now for a new era in financial services and avoid being left behind

  • 9:00 AM
    FIRESIDE CHAT: Defending Private vs Public Blockchains
    Gain Insight into the Benefits Each can Bring to Your Bottom Line
    Jenna Pilgrim
    Director of Partnerships, Bloq Inc.
    Moiz Kohari
    Senior Vice President, Global Chief Technology Architect, State Street Corp.
    Matthew Spoke
    Founder, Aion

    Private blockchains arguably offer the most potential for financial services to collaborate on secure systems. Ensure you select the right platform for your organization to extract the best value. Adopt a blueprint to:

    • Evaluate the various blockchain software available
    • Implement a pilot scheme to test the potential of the technology
    • Assess other potential uses for DLT after an initial pilot

    Ensure you are educated on the options available.

  • 9:45 AM
    CASE STUDY: Risk Mitigation
    How Process Efficiencies Gained by DLT Can Result in Reduced Risk
    Ravindra Bandaru
    Director - Enterprise Risk Governance and Compliance initiatives, Bank of America

    Trailblazers in adopting blockchain technology are already finding benefits to their bottom line. Discover how you can use DLT to streamline internal processes like audit and compliance to reduce operational and compliance risk. Take away a framework to:

      • Evaluate your organization for the potential use of DLT
      • Build a prototype to see what will work for you
      • Socialize the prototype among internal stakeholders: Discuss benefits, implementation challenges
      • Formulate a plan for wider roll-out with stakeholder support

    Reduce risk in your institution while implementing blockchain technology.

  • 10:15 AM
    Speed Networking
  • 10:45 AM
    Networking Break
  • 11:15 AM
    INNOVATORS’ PANEL: Operationalizing Blockchain
    How to Implement Blockchain Projects Beyond Proof-of-Concept
    Kaushik Venkatadri
    Sr. Director, Blockchain CoE, Innovation & Technology, RBC
    Amit Bhatia
    Head of Manulife Innovation Labs (LOFTs) , Tentative
    Aaron Newman
    Founder, BlocWatch

    Many financial institutions have experimented with blockchain, but few have moved from proof-of-concept to full launch. Discover how to move your blockchain project to the next stage of implementation. Source tips and advice from the trenches:

    • Make the business of banking simpler and cheaper
    • Implement technologies in collaboration with other financial institutions
    • Ensure the legitimacy and authenticity of transactions

    Implement blockchain projects in your institution to drive efficiency and value.

  • 12:00 PM
    Networking Lunch
  • 1:15 PM
    Elevate Trust and Reliability by Integrating Blockchain into Trading and Custody Platforms
    Jason Dearborn
    Chairman and Acting CEO, Dominion Bitcoin Mining Company Ltd.
    John Willock
    CEO, Tritum
    Trading digital assets is generating unprecedented levels of interest from a wider range of investors.  Eliminate the risk of fraud and guarantee the integrity of these assets using blockchain.  Take away actionable insights to:
    • Enhance your company’s expertise in evaluating digital assets and trading platforms
    • Understanding how this asset class is maturing and how secure custody is being achieved
    • Determine whether digital assets should now be part of your organization’s investment strategy
    Gain trust using blockchain for digital asset trading and custody
  • 1:45 PM
    Unlock the Potential of Blockchain to Improve your AML/KYC Compliance Strategy
    Suzanne Ennis
    Senior Vice President, Global Partnerships, Shyft Network Inc
    Andre Boysen
    Chief Identity Officer, SecureKey
    Stuart Davis
    Global Head Financial Crimes Risk Management, Scotiabank

    Current procedures for KYC and AML compliance are time-consuming and costly. Utilize new approaches using blockchain software to reduce time while improving compliance for AML/KYC. Achieve a step-by-step action plan to:

    • Ensure client confidentiality balanced against greater transparency
    • Remove the multi-step AML and KYC processes with automation
    • Report suspicious activity to regulator in new-real time

    Transform your reporting and authentication for AML and KYC.

  • 2:30 PM
    CASE STUDY: Insurance
    Mitigate Fraud by Improving Your Claims Management and Coordination of Benefits
    Jim Skipper
    AVP & Chief Architect, Sun Life Financial

    Verification of claims has proven to be a challenge for financial institutions in recent years. The resulting paperwork ensures a poor experience for customers, and wastes time. Increase your security protocols to prevent fraud and remain compliant. Source practical tips to:

    • Implement new identity management software with blockchain
    • Reassure clients of the security of new technology
    • Partner with other institutions to share information

    Reduce time and paper with claims management through blockchain.

  • 3:00 PM
    Networking Break
  • 3:30 PM
    Microsoft Session

    Participate in a roundtable discussion with fellow attendees to gain insights from your industry peers. Benchmark your organization against others in this interactive session. Attendees will be divided into informal discussion groups centred on a variety of topics related to blockchain. Topics to be discussed include:

    • Embarking on a blockchain program
    • Implement a blockchain-based system in your organization
    • Integrating new technology into your existing processes

    “Flock together” to brainstorm innovative approaches to your thorniest challenges.

  • 4:00 PM
    Presentations by Fintech Companies

    Adopt vs Invest vs Partner: Latest Technology Disruptions from the Innovators

    In this fast-paced, interactive session, variety of fintech solution providers will showcase their technology solutions for the blockchain.  Better understand where the market is heading and the opportunities to embrace innovative technology.  Hear from players in:

    • Trade finance
    • Venture capital
    • ICOs

    Keep your finger on the pulse of what’s next and strategize how your organization will respond

  • 4:30 PM
    Lessons Learned from Consortium-Based Blockchain Development Projects
    Mayu Saravan
    Director, Global Trade, Global Transaction Banking, BMO Capital Markets

    Developing solutions under a consortium-based model poses its own unique challenges, especially when trying to build a solution with the goal of being a globally accepted industry solution.  Get some insights into the most challenging aspects of this structure and some of the advantages.

    Clarify your blockchain strategy by learning:

    • What challenges and opportunities were presented by working with multiple partners in a consortium model
    • Why an open ecosystem is critical and what security risks this might present in cross-border transactions
    • How flexibility and management tools were built in to the platform to successfully adapt to a variety of transaction types

    Take away lessons learned to benefit your blockchain strategy

  • 5:00 PM
    Conference Adjourns to Day 2
  • 5:05 PM
    Evening Executive Reception
June 4, 2019
June 5, 2019
  • 7:45 AM
    Registration and Breakfast
  • 8:15 AM
    Opening Remarks from the Chair
  • 8:30 AM
    Blockchain and Banking
    Justin Schmidt
    VP and Head of Digital Assets, Goldman Sachs
  • 9:15 AM
    Gain Insight into Current Discussions on Regulation for Blockchain in Financial Services and be Ready for Future Compliance
    Zach Masum
    Manager, Legal Services, Capital Markets Regulation, British Columbia Securities Commission (BCSC)
    Ana Badour
    Partner, Financial Services Group, McCarthy Tétrault LLP
    Sonali Guptabhaya
    Director, Market Regulation Policy, Investment Industry Regulatory Organization of Canada (IIROC)
    Tanya Woods
    Managing Director, Chamber of Digital Commerce Canada

    Modern regulation is needed to help the market mature. Understand regulators’ policy objectives and expectations to help you prepare for compliance in the future and push your blockchain initiative forward. Source key information to:

    • Prepare for potential new regulations on the horizon
    • Determine the timeline for new requirements
    • Align your compliance strategy to meet regulators’ objectives

    Clarify the expectations of regulators to ensure your compliance.

  • 10:00 AM
    Networking Break
  • 10:30 AM
    Prepare Your Organization for the Evolving Legal Landscape
    Bram Abramson
    General Counsel, Decentral Inc.
    Usman Sheikh
    National Head, Blockchain & Smart Contracts Group, Gowling WLG

    Blockchain law is evolving as adoption spreads in financial services. Ensure you are on the right side of legal best practices and prepare for compliance requirements. Join this informative session to:

    • Stay up to date on changes to blockchain law
    • Prepare for legal adaptations as more organizations use DLT
    • Ensure you comply with current best practices

    Stay abreast of the legal evolution and be at the forefront of compliance.

  • 11:00 AM
    PANEL: Capital Markets
    Leveraging an Abundance of Upcoming Opportunities in Institutional Investing and the Security Token Revolution
    James Black
    Vice-President, Listings Development, Canadian Securities Exchange (CSE)
    Jillian Friedman
    Blockchain Lead, National Bank of Canada
    Kaushik Venkatadri
    Sr. Director, Blockchain CoE, Innovation & Technology, RBC
    Alan Wunsche
    CEO & Chief Token Officer, TokenFunder Inc.

    The benefits of adopting blockchain for commerce are becoming clearer by the day, and this growing market is poised to offer exceptional investment opportunities. Gain valuable insight into this expanding industry to inform your forward investment strategy. Take away a plan to optimize your investment decisions by:

    • Understanding what is driving companies toward adopting blockchain
    • Learning about the benefits and challenges of implementation from early adopters
    • Who are the new solution providers and what they’re offering

    Maximize your investment opportunities in this transformative marketplace.

  • 12:00 PM
    Networking Lunch
  • 1:15 PM
    Open Banking:
    Paving the Revolutionary Road to Improved Financial Services
    Shawn L. Graham
    Deputy General Counsel, Retail Banking & Wealth Management Legal Department, HSBC Bank Canada

    Open banking represents a transformational step in the modernization of the financial services sector. Enhance your understanding of what benefits and challenges must be overcome and why blockchain will be critical to achieving widespread adoption. Gain insight to inform your forward strategy by learning:

    • Why banks should embrace open banking as a valuable opportunity
    • How the transition to open banking is being managed in other countries and what lessons might be learned from early adopters
    • How financial services and their open banking partners can build the consumer trust needed to move ahead

    Be prepared for the revolution open banking will unleash.


  • 1:45 PM
    Integrating Legacy Systems with Blockchain Architecture
    Vishnu Mangal
    Vice-President Enterprise Technology, Scotiabank

    One of the biggest challenges to adopting any new technology is integrating it into the system you already have. Find out how others have grappled with this thorny problem and what possible options exist to make your adoption of blockchain go smoothly.

    Enhance your strategy for blockchain implementation by:

    • Delving into the details of what technology and level of investment could be required
    • Gaining insight into how blockchain can be implemented with the least amount of disruption possible
    • Learning best practices from those who have already implemented blockchain

    Get on top of the possibilities and benefits of adopting blockchain

  • 2:15 PM
    INTERACTIVE: Legacy Systems
    Successfully Integrate New Technology with your Legacy Technologies to Minimize the Risk of Disruption to Services

    Legacy systems have long posed major obstacles to implementing new technologies in financial services. Move your organization into the future by overcoming the threat of downtime and lost data by developing friendly environments to test your technology.

    Develop a plan to:

    • Build-out interoperable platforms
    • Ensure the transfer of information from legacy systems to new technology
    • Manage risk effectively

    Navigate the threats posed by integrating new technology with legacy platforms

  • 2:45 PM
    Networking Break
  • 3:15 PM
    INDUSTRY EXPERT: Advisory Solutions
    Stay Up to Date on Blockchain Applications and Avoid the Pitfalls of Implementation

    With the fast pace of blockchain evolution in financial services, it is crucial you stay up to date on developments, or face being left behind. Partner with an advisor to help you stay abreast of ecosystem changes so you can maximize their potential and ensure smooth implementation.

    Source practical tips to:

      • Identify which consultants are working in the blockchain for financial services space
      • Understand the direction in which the blockchain ecosystem is evolving and how it is being applied by other institutions
      • Stay on top of global developments in blockchain

    Stay current on blockchain developments with the help of advisors

  • 3:45 PM
    PANEL: Cross-border Payments
    How to Streamline Payments, Manage Risk and Transactional Data Integrity Across Borders and Financial Services
    Daniel Eidan
    Solutions Architect, R3
    Alexander Mehlman
    Senior Vice President, Head of Emerging Payments, Transaction Banking, Santander
    Andrew McCormack
    Vice President, Payments and Technology, Payments Canada
    Kashmera Self
    Director, Innovation, Research & Emerging Solutions, Interac

    Blockchain allows the sharing of information that is secure and unalterable, ensuring data integrity. This provides a way to revolutionize payment services to win more customers while reducing costs.

    Drive change and collaboration to keep your organization at the forefront:

    • Leverage technology in asset transfer, as well as data reconciliation
    • Implement payments 24/7 with flexibility on size, asset type, origination and destination
    • Identify the opportunities for your networks (B2B, cross-border, AP/AR, etc.)

    Increase the speed, functionality and ease at which you service your customers

  • 4:30 PM
    Conference Concludes
June 5, 2019

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