September 13, 2022, 16:00 EDT
Vantage Venues, 150 King St, Toronto
Join us at the next Canada Meetup
With the cost of living on the rise, the next Meetup will look at how fintech, big tech, regulators, banks and credit unions can build a strategy to help and protect customers via the principles of Open Banking. Should we be building a strategic Open Banking plan whilst waiting for the rules to be written? If so, what are the challengers for consideration? Or should we forge ahead with a market-led approach to solve the here and now problems presented by consumers and businesses today?
Agenda
All timings are EDT
Speaker(s) to be announced shortly
- How can Open Banking help address the cost of living crisis and build financial resilience?
- Should we forge ahead with a market-led approach to Open Banking to help customers facing financial difficulty?
- What are the benefits of an interim step towards Open Banking? What are the pitfalls the industry needs to consider?
- How can we help consumers get to grips with what Open Banking is and lead the global pack in driving consumer adoption?
- It’s not just consumers; Open Banking enables improved cash flow for SMBs. Are we doing enough to protect SMBs?
Moderated by Roy Kao
League Data
Carrie Forbes
Chief Executive Officer League DataCarrie Forbes is the CEO of League Data, a Halifax based cooperative owned by the credit unions in Atlantic Canada, and Technicost, a Montreal based software provider of lending and payment solutions to Canadian credit unions. League Data is also the CIO for the Atlantic Credit Unions, providing enterprise banking solutions for the credit unions and their members, including launching the first cloud native banking system for credit unions in Canada. Carrie participates on several national committees and boards providing collaboration and influence within the financial cooperative and fintech sectors.
A dynamic and visionary leader, Carrie has a proven track record in strategy, innovation, and professional development. Her diverse background combining the technology, financial, and government sectors equips her with unique insights into transformation, leadership, and organizational growth. Her passion for continuous learning and development, coupled with her commitment to driving positive change, makes her an active speaker and community contributor. Carrie holds an Advanced Bachelor of Arts degree from Dalhousie University, and as a life long learner, also holds numerous certifications from a variety of institutions, is a registered yoga instructor, and a community volunteer.
Borrowell
Simon Wyse
VP, Revenue BorrowellSimon Wyse is the VP, revenue at Borrowell, a financial technology company that helps to make financial prosperity possible for everyone. The first in Canada to offer free credit scores and rent payment reporting, Borrowell provides educational resources, monitoring, innovative digital tools, and personalized product recommendations to help people feel in control and optimistic about their financial future.
Open Banking Expo
Roy Kao
Advisory Board Member Open Banking ExpoRoy Kao is a recognized executive, advisor, and dot connector in financial services and fintech innovation, transformation, and development with over 25 years of leadership, advisory, and entrepreneurial experience.
He currently serves as an Advisory Board Member for Open Banking Expo and as a Board Member at Open Finance Network Canada (OFNC) and is also a Strategic Advisor to the Holt Xchange Fintech Accelerator and Fund Advisory Board.
Previously, Roy held senior leadership roles at CGI, a global consulting firm, and Canada’s MaRS Discovery District innovation hub, in business consulting and advisory competencies on strategic innovations including open finance, digital transformation, and fintechs.
He is natively fluent in Mandarin Chinese and graduated with an honours degree in Computer Science and Economics from the University of Toronto.
Lead partner
EY
Event partner
