Lead partner
September 28, 2021
From 15:00 EDT
Join in the Canadian meetup
Some say it is a long time coming, but Open Banking is on its way to Canada. Taking place just a week after the snap election called by Justin Trudeau, this panel will bring together all corners of the ecosystem to provide insight on what has widely been touted as an ‘Open Banking Playbook’ for the Canadian financial services market. Tune in as we get initial market reaction to Finance Minister Freeland’s recently published report which stated the initial Open Banking framework should be operational by 2023 and ultimately how Canada can catch up with the rest of the globe.
Agenda
All timings are EDT
Ellie Duncan
Head of Content Open Banking ExpoFormer Financial Times Group journalist Ellie Duncan has a decade of experience across financial services. While arguably best-known for her asset management work, she has also covered open banking, credit, private equity and entrepreneurship.
Some say it is a long time coming, but Open Banking is on its way to Canada. Taking place just a week after the snap election called by Justin Trudeau, this panel will pull together all corners of the ecosystem to provide insight on what has widely been touted as an ‘Open Banking Playbook’ for the Canadian financial services market. Tune in as we get initial market reaction to Finance Minister Freeland’s recently published report which stated the initial Open Banking framework should be operational by 2023.
Moderated by Cormac Leddy, Senior Manager- Technology Consulting, EY
Andrew Moor
President & Chief Executive Officer Equitable BankAndrew joined Equitable Bank (TSX: EQB) as Chief Executive Officer in 2007. Andrew’s focus in recent years has been in positioning Equitable Bank as “Canada’s Challenger Bank”. Andrew has been establishing EQ Bank as a leading digital banking player, with an easy to use mobile app that offers a unique combination of payments functionality and great savings rates. Equitable Bank is Canada’s ninth largest schedule 1 bank with over $30 billion of assets under management. Equitable was a founding shareholder in Borrowell, and participates in the Portage ecosystem through an investment in Portage Funds giving the Bank a view into the Canadian fintech ecosystem.
Andrew is a keen observer of the challenger and neo bank community around the world. He is interested in how banks can lever technology to improve the societies in which they operate. He is a member of the Executive Council of the Canadian Bankers Association and Chairman of the Banks and Trust Companies Association. Andrew is a Director of Sleep Country Canada Inc. (TSX:ZZZ) and a member of the Smith School of Business Advisory Board at Queen’s University.
Cormac Leddy
Senior Manager - Technology Consulting EYAs a Senior Manager in EY Canada’s Technology Consulting practice, Cormac is a thought leader on the Open Banking team. His work has contributed to EY Canada’s market and regulatory understanding and has paved the way for deeper perspectives on open banking in the Canadian market.
He supports clients in addressing the business challenges of today through innovation and technology. Following a business led approach, this includes strategy development, execution, and operationalization.
Cormac’s experience spans a wide range of functional areas in financial services, including risk, technology, and data across multiple business lines including retail banking, commercial banking, wealth and asset management, and insurance.
Michelle Beyo
Chief Executive Officer, FINAVATOR and Open Banking Initiative Canada Board MemberMichelle is the CEO & founder of FINAVATOR an award winning FinTech and Payments Consultancy. She is also a strategic advisor, a Money 20/20 Rise Up alumni, a Women in Payments Global Council Member, the Membership Chair at CPPO (Canadian Prepaid Providers Organization), a Payment Advisor at NCFA (National Crowdfunding and FinTech Association of Canada), and a Board Member at OBIC (Open Banking Initiative of Canada).
Senator Colin Deacon
Independent Senator Senate of CanadaThe Honourable Colin Deacon’s background as an entrepreneur provides a unique perspective in Canada’s Upper Chamber. Prior to joining the Senate, he ran several successful global businesses, the latest of which was Bluelight Analytics, a technology firm providing data tools to dental offices worldwide.
As part of the Senate, he has been a strong advocate for entrepreneurs, harnessing the digital economy, updating Canada’s privacy legislation, ensuring global competitiveness of Canadian firms, and promoting Canadian leadership on issues relating to climate change.
Senator Deacon was appointed to the Senate of Canada as a representative of Nova Scotia in June 2018 and has since been part of the Independent Senators Group.
Stéphane Bousquet
Open Banking Leader National Bank of CanadaWith over 25 years of experience in digital strategy and transformation, Stéphane has made a name for himself as a key player in the evolution of Canada’s digital landscape.
Prior to working at National Bank of Canada, Stephane was active in the media industry where he led numerous digital transformation programs for the Sun Media Corporation, the National Film Board of Canada and the Canadian Broadcasting Corporation. Stephane holds bachelor’s and master’s degrees in Communications and Digital Media from the University of Quebec in Montréal (UQAM).
Steve Boms
Executive Director FDATA North AmericaSteve Boms, Executive Director of the Financial Data and Technology Association of North America, has more than 15 years of experience working inside government, public and private companies, trade organizations, and the technology industry, and assists member companies and clients in working with policymakers in Washington, in statehouses across the United States, and internationally. Steve has spent his career focused on complex financial services public policy issues, having worked in the United States Congress on the committee with jurisdiction over banking issues. He has led advocacy efforts and public policy teams globally for equity options exchanges, large U.S.-based financial institutions, and leading fintech firms. A recognized expert in the intersection of financial technology and public policy, Steve has testified before the United States Senate, the Senate of Canada, and the Organisation for Economic Cooperation and Development regarding financial services and technology.
In addition to working directly with FDATA North America’s members, he is a frequent conference panelist and his perspective is solicited by reporters on the technology, financial services, and regulatory beats.
Steve is also the President and founder of Allon Advocacy, LLC, a public policy firm that helps technology, fintech and financial services firms navigate complex public policy and public affairs environments around the world.
Sue Britton
Chief Executive Officer & Founder FinTech Growth SyndicateI am wired to solve growth problems through innovation. Listening for customer needs, pains and jobs to be done is the easy part…the hard part is creating new products that customers want, inside or outside a traditional company, and ensuring there is a viable business model (aka make money). Anything is feasible (ok few exceptions). Digital product innovation, fintech foresight and community building, and partnering is my passion.
You’ve heard what our panellists think – now it is time for us to pass the virtual mic over to you, our audience, to dissect the views, insight and opinion you have just heard and piece together what the latest Open Banking report means to you and your business. Jump into our virtual room with fellow attendees to share your thoughts, ideas, concerns and opportunities under Chatham House Rules before we head on over to our final session.
Brazil and the Middle-East are two regions that continue to embrace and deliver on an Open Banking promise. This session dives into the shared purpose of delivering value for consumers and businesses in their respective regions and how the Canadian region can start to build its own ‘made in Canada’ approach to Open Banking. Our panel of industry experts will also shine a spotlight on the pitfalls to avoid and how you go about building your Open Banking strategy of the future.
Hosted by; Huw Davies, Founder & Chief Commercial Officer, Ozone API
Abdulla Almoayed
Founder & Chief Executive Officer Tarabut GatewayAbdulla Almoayed is a serial entrepreneur and the founder and CEO of Tarabut Gateway (TG) – the first and largest Open Banking platform in MENA. He is passionate about creating game-changing digital infrastructures that drive forward the data-driven economy. His vision is to create a collaborative environment for innovation that empowers a new generation and provides financial inclusion for the millions of unbanked, underbanked and underserved populations of MENA.
Abdulla is a frequent investor in the region, providing financial support and mentorship for a range of cross-sector businesses in industries as diverse as healthcare, education, logistics, cybersecurity and FinTech. By founding Tarabut Gateway and through his commitment to development of collaborative digital technologies via angel investment, Abdulla aims to transform the financial services sector in the region.
He holds an MBA from the London Business School and a Bachelor’s Degree in Business Management with Honours from the University of Westminster, London.
Huw Davies
Co-Founder and Chief Commercial Officer Ozone APIBringing over 25 years’ experience in payments and financial services. Huw is former Global Head of Payments at HSBC and Head of Emerging Payments at MasterCard, with a successful track record delivering global go to market strategies and revenue growth.
Huw led the growth of Open banking in the UK as Ecosystem Development Director at OBIE. Prior to this he also led growth at Token in his role as Chief Commercial Officer.
Tiago Aguiar
Superintendent of New Platforms (Digital Innovation) TecBanTiago Aguiar is Superintendent of New Platforms (Digital Innovation) at TecBan | Open Banking Lead and Strategist | Visiting Professor at Fundação Dom Cabral. Lawyer, Master in Law from PUC-SP and specialization in International Business from New York University.
A serial entrepreneur who has founded 5 companies and was a mentor/ consultant to a dozens more companies. He has 20 years of experience encouraging and helping people set up businesses and companies to innovate. He is the author of the book “Startup your life” published in 2013.
Ellie Duncan
Head of Content Open Banking ExpoFormer Financial Times Group journalist Ellie Duncan has a decade of experience across financial services. While arguably best-known for her asset management work, she has also covered open banking, credit, private equity and entrepreneurship.
Lead partner
EY
Event partner
