Alex Tapscott is a globally recognized thought-leader, speaker and writer focused on the impact of emerging technologies on business, society and government. Alex is the co-author (with Don Tapscott) of the critically acclaimed #1 Globe and Mail Non-fiction best-seller, Blockchain Revolution: How the Technology Behind Bitcoin is Changing Money Business and the World. His writing has been featured in TIME, Fortune, Forbes, the Harvard Business Review, the Toronto Star, the Globe and Mail and dozens of other publications. In 2014, Alex published the seminal white paper “A Bitcoin Governance Network.” Prior to writing Blockchain Revolution, Alex worked for 7 years in Canadian and U.S. Capital Markets – raising hundreds of millions of dollars in critical growth capital.
Alex is also the founder and CEO of Northwest Passage Ventures, a social innovator. Alex currently sits on Advisory Board to Elections Canada, the independent, non-partisan agency responsible for conducting federal elections and referendums, and is a founding Member of the World Economic Forum’s Global Futures Council on Blockchain. Alex is a graduate of Amherst College (cum laude) and is a CFA Charterholder. He lives in Toronto.
Active in his community, Alex sits on the board of CAMH Engage, a young professionals leadership council he co-founded at the Centre for Addiction and Mental Health in Toronto.
Alex is a graduate of Amherst College (Cum Laude) in Amherst, MA and is a CFA charterholder.
Experienced Sales & Marketing Executive, Customer Advocate with a track record of leading large teams in delivering strong performance. Proven success in developing and implementing long-term successful strategies in both digital and traditional marketing. Building superior customer experience in retail and omni-channel selling and servicing.
Marketing Strategy and Implementation
NPS Leadership Best-in-class
Customer Experience Management
Retail and Servicing Omni-channel Management
Digital and Traditional Marketing and Retailing
Integrated Marketing Communication
Budget Mgmt of $50m+ Leadership of large teams (1000+) for superior performance
As Vice President of Client and Marketing Strategy for RBC Capital Markets, Amy leads the marketing planning and execution support for a broad range of Capital Markets businesses in Canada and abroad. In her current role, she headed the recent re-launch of the firm’s public website and is responsible for its regular operation. Amy is also a member of the Global Markets Innovation Council, the RWomen Steering Committee, and the Canadian Diversity Leadership Council at RBC Capital Markets.
With over 15 years of marketing experience, Amy held a series of increasingly senior positions over about a decade at Scotiabank prior to assuming her current role at RBC. Departments she supported included Corporate Identity, Commercial Banking, Retail Marketing - Direct and Digital Marketing, and Global Banking and Markets. In her last role at Scotiabank, Amy served as a member of an executive sub-committee for the bank’s Diversity and Inclusion program.
Amy completed her MBA at the Schulich School of Business at York University after finishing a Marketing Management Certificate at Ryerson University and an Honours Bachelor of Science degree at the University of Toronto.
After receiving his undergraduate degree in Computer Engineering from Waterloo in 2001, Sheldon founded Infusion Canada (Avanade acquired Infusion in February, 2017) with four classmates, an innovation firm that specializes in the blending of creative prowess with engineering know-how. During the last 17 years, he helped grow the company from 6 people to over 600, with offices around the world. In that time, he’s served as the company’s chief architect, and has been responsible for honing the firm’s technical direction amidst ongoing industry changes. Sheldon has a deep and expansive academic and professional background across a myriad of subject areas: computer science, theology, philosophy, philanthropy, creative writing, politics and entrepreneurship. An abiding Renaissance man in an era of specialization; technologist, philosopher, teacher and wordsmith rolled into an enigmatic but effervescent whole.
As Chief Operating Officer, Andrew Lo leads all marketing and operations for Kanetix Ltd., Canada’s largest online marketplace for insurance and financial services. He is also a Business Strategy Advisor for Ryerson University’s DMZ helping to develop entrepreneurs and startup companies at Canada’s largest university incubator.
Andrew has many years of experience as a business and technology leader for FinTech companies such as Filogix and D+H, and has developed organizations from startups into industry shaping ventures with over 4,000 employees.
After obtaining her J.D. in 2001, Paula Amy Hewitt articled and practised primarily in securities law, initially in private practice as a transactional lawyer at Bay Street firms. Between 2009 and 2015, Paula worked at Dundee holding various positions with its dealer affiliates including Head of Legal, Designated Privacy Officer, Chief Compliance Officer and Chief Anti-Money Laundering. In January 2016, Paula join Macquarie Capital Markets Canada as its Chief Compliance Officer.
Paula holds several industry qualifications: Certificate in Investment Dealer Compliance from the Canadian Securities Institute, Certified Anti-Money Laundering Specialist (CAMS), Canadian Risk Manager (CRM), Certified Information Privacy Manager (CIPM), Certified Information Privacy Professional/Canada (CIPP/C), and Certified Information Privacy Technologist (CIPT) certifications.
Sonia has been passionate about the Internet and its forward movement in Canada from the start. Bringing over 15 years of experience touching virtually every aspect of digital marketing, she brings a well-rounded perspective to support the best interests of IAB Canada’s tripartite organization and its members.
Sonia has led global digital strategy initiatives for international brands including Gillette, Heineken, General Motors, RBC, Coca Cola and Spin Master Toys. Her work has included every discipline of online media and her specialities range from performance marketing to social media strategy and start-up strategy. She has also consulted industry associations and many publishers to help navigate the disruptive media landscape.
Her passion for the industry continues in the role of President of the Interactive Advertising Bureau of Canada where she continues to help drive the industry forward and put Canada on the global stage for online media innovation.
Rich Gans is Director of Social Media at AXA in the U.S., a leader in providing wealth management, life insurance and annuity products. In his current role, he oversees the company’s enterprise social strategy and social media policies and executes initiatives that use social media to enhance the customer experience, drive brand awareness, increase business value, and safeguard brand reputation. That’s his job description; his passion is helping transform the organizational culture to make people feel more informed and comfortable with social media. To achieve that goal, he manages all employee-focused social media training in addition to the U.S. social employee advocacy program. Prior to joining AXA, Rich was the head of social media for Forrester Research. Before that, he held roles focused on customer experience, market research, and business analysis at Forrester Research, Jupiter Research, and IBM.
Rich holds a Bachelor’s degree in Information Systems from Yeshiva University’s Sy Syms School for Business. He currently lives in New Jersey with his wife and 4 children. Follow Rich on Twitter @Richard_Gans.
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Rob is a data-oriented performance marketer with a passion for creating consumer value. Rob focuses on growing demand for Borrowell, a leading Canadian digital lender and financial technology (fintech) company. Rob's specialties include marketing strategy, customer acquisition, and marketing analytics. He is a graduate of the Ivey Business School and has experience in consumer brand marketing from his time at Unilever and PepsiCo.
Michel Bergeron was appointed Senior Vice President, Marketing and Public Affairs in 2012. He oversees branding and advertising, client experience, economic analysis, corporate communications, marketing, public and media relations, research, and digital experience.
Mr. Bergeron has over 20 years of private, public and parapublic experience, dealing with financial sector issues, strategic planning, communication, branding and international trade matters.
He joined BDC in 1999 and has held a variety of field and corporate positions during his career with the bank, including Senior Manager, Loans; Director, Corporate Planning; Director, Strategic and Business Solutions; and Vice President of Corporate Relations.
Mr. Bergeron began his career in the federal government, where he worked in international trade negotiations for the Department of Finance.
He is a board member of Futurpreneur (formerly the CYBF) and IC2 Technologies Inc. He was appointed in January 2016, president of the marketing group, a CEO network of Québec.
Mr. Bergeron holds Law degrees from Laval University and Dalhousie University, and a Master of International Relations degree from Laval University. He also holds the Corporate Director (ICD.D) designation from the Institute of Corporate Directors.
Bernice brings almost 15 years of marketing and management consulting experience from financial services and consumer goods, helping clients with quantitative and qualitative market research, segmentation and targeting. Her passion in helping organizations tap into the lucrative market of ethnic consumers positions her perfectly to lead Environics' Cultural Markets practice.
Bernice is a frequent speaker at conferences – specializing in insights about the lucrative newcomers consumer segment. As a result, she consulted with 80+ companies on their acquisition strategy; and often appears in the media to speak and write about the lucrative Canadian ethnic market. She has appeared in both mainstream (Globe & Mail, Toronto Star, Canadian Grocer, etc.) and ethnic media (Fairchild TV, OMNI TV, SingTao, MingPao, etc.).
She received her MBA from Richard Ivey School of Business, and an Honours B Comm degree with distinction from DeGroote School of Business.
Catherine Pearson is Senior Vice President and Practice Leader for the finance, insurance, travel and telecommunications industries. With nearly 25 years of sales and account management experience, she provides companies with extensive consulting and applications support to implement their marketing programs and custom modelling solutions. A frequent speaker at conferences sponsored by industry and trade groups, she earned an honours degree in business from the University of Windsor and a bachelor’s degree in sociology from the University of Western Ontario.
Dan Skeen is Assistant Vice President, Digital Marketing, for Sun Life Financial. In this role he leads a team of digital consultants and
specialists that help design and deliver digital initiatives across the web, mobile and social media. Prior to joining Sun Life, Dan worked
in digital roles for an integrated marketing agency, a web-based start-up, and a major financial institution in locations that include Toronto,
San Francisco and Brisbane, Australia. His views on digital topics have appeared in The Globe & Mail, Wired, MarketingProfs and many other publications.
Greg Roth, Synthesio’s VP of Global Marketing, is a pioneer in the social SaaS space, having spent the last ten years educating brands and agencies on strategic best practices and the power of data-driven digital marketing. Greg provides strategy and execution across multiple facets of Synthesio’s marketing machine, while driving development of sales acceleration, product education, and digital content deliverables.
Larry started working at an early age in the family business –a successful high fashion shoe retail chain. During his formative years, he was exposed to all aspects of this business and set the stage for his future endeavours.
After completing his MBA, Larry joined National Trust in Montreal, Quebec where he worked in various capacities until promoted to Manager, Corporate Trust, Quebec region. In 1990 Larry moved to Toronto and joined Footprint Software, an early leader and pioneer in financial solutions. He became part of the Footprint management team . The company was acquired by IBM.
In 1993, Larry founded Fitech, where he and his team began innovating sales solutions for the financial industry and building some of the first web based planning products integrated with CRM and accompanied with training. Many leading applications for financial services including some of the first web based and mass marketed programs were developed through Larry’s vision.
Fitech was acquired by CGI in 2000.
In September 2003 BLUERUSH was created with the mission to create the ultimate customer experience. Over the years, BLUERUSH has applied their expertise in advanced digital solutions to many of North America's leaders in financial services, health organizations and CPG. Today, Larry and the many talented people at BLUERUSH are actively working on next generation of the digital experience using personalization technologies.
Jon is a proven operator and turnaround specialist. Strategically trained with Bain & Company, he has a deep understanding of digital product development and marketing, SaaS-model selling; advanced modeling and advanced data analytics.
Jon loves to marry passively-collected raw data to actively-collected responses in order to create rich, 360° user profiles and insights through cluster and factor analysis. He is skilled in a variety of market research models and disciplines, programmatic advertising revenue models and dmp-centric technology stack.
Jon has spent the last decade in leadership roles with Torstar Digital and Autotrader and now heads up yconic, Canada's leader in understanding and building meaningful relationships with youth.
Originally from “The Rock”, Lyndsey moved from St. John’s, Newfoundland in early 2003 to pursue her passion for marketing and communications in the “Big City” of Toronto. Over the first 8 years of her career she drove exciting multi-channel marketing campaigns for both B2B and B2C segments in the entertainment and fashion sectors. In 2015, Lyndsey joined Canada Post, a company who shared her passion for change innovation and educating businesses on how to get smarter with their marketing. In her spare time Lyndsey enjoys the balance of teaching yoga and travelling with her partner to exciting new places.
JR is the CCO of Evergage, leading the Customer Success organization and post-sales operations. Prior to joining Evergage, JR headed sales and service before being promoted to CCO at Kampyle, a leading customer feedback and “voice of the customer” solution provider. Ranger was also a top executive overseeing professional services during his seven-year tenure at LivePerson, a behavior-targeted online chat company, where he helped grow revenues from $6M to $140M. JR earned his BA from the University of Massachusetts, Amherst.
Rosane Giovis is an Associate Partner in IBM Interactive Experience, a digital agency that fuses strategy, analytics and design to transform customer and employee experiences.
Rosane has dedicated her career to digital transformation. She's a leader in digital business strategy and experience design, driving growth and digital modernization using next-generation technologies and innovations for IBM's clients.
In addition to her engagement experience, she is a published author and has taught organizational change concepts and methodologies for Concordia University and IBM.
Sean Copeland, Director of Research at Parent Life Network, is a marketing research professional and a frequent speaker on the ever-evolving retail landscape. Over the past eight years, Sean has become known for pushing measurable results through insights across the retail, finance and food industries. Sean began his career working at prominent companies in Canada, including LoyaltyOne, Abacus Data, Environics Research Group, Ipsos Reid and R.A. Malatest & Associates.
Christopher Young is the director of industry strategy and marketing for Adobe’s Digital Marketing Business. In this role, he leads a team of industry specialists who work with Adobe’s Financial Services clients to help them develop best-in-class digital marketing strategies. Prior to joining Adobe, Young spent more than eight years at E*TRADE Financial where his last held position was VP of brokerage marketing. Prior to E*TRADE, he was the VP of retail advertising at JP Morgan Chase. Young also has extensive agency experience working with a range of clients across traditional, direct and digital advertising and marketing programs. Young currently lives in Brooklyn, NY, with his wife and two children.
Gurmeet Lamba is COO of Sentient Technologies and General Manager of Sentient’s Ascend business unit. Prior to joining Sentient, Gurmeet led the Riverbed product team for UCExpert – a monitoring solution for enterprise Unified Communications. He came to Riverbed with the acquisition of OPNET, which had previously acquired his company Clarus Systems, a firm specializing in VoIP/video management software.
As SVP of Product at Clarus Systems, Gurmeet was responsible for driving R&D, product management, technology innovation and services. Before joining Clarus, Gurmeet was Director of Engineering for Avaya’s Unified Communications business unit. Here he led the transition to next generation Unified Messaging, speech recognition & mobility applications. Gurmeet also held engineering leadership positions at Bell Labs, and is a recipient of the Bell Labs Presidents Award.
Gurmeet has a B.Tech in Electrical Engineering from the Indian Institute of Technology, Delhi and an MS in Electrical Engineering (Robotics) from the University of Florida. He also completed the Executive Management Program at Stanford University’s Graduate School of Business.
Rina joined Publicis and SapientRazorfish in 2016 after 15 years at Citigroup, where she held a number of Strategy and Execution roles in the Company’s Global Consumer business; most recently, she was a Managing Director leading the Consumer Banking Transformation office. Prior to Citi, Rina worked at Navigant Consulting, in San Francisco, where she was a Senior Consultant leading e-commerce and consumer product engagements. While in San Francisco, Rina also worked for a start-up called Vendio.com (now part of Alibaba) where she led their business development efforts. Before earning her MBA from Chicago’s Booth School of Business, she worked at Goldman Sachs Corporate Finance and Equity Research teams in both NY and Zurich respectively. Rina also has a B.S. from NYU’s Stern School of Business.
Timothy P Brigham is a seasoned entrepreneur and "bootstrap executive" with more than 20 years of experience in creating and building digital content and software companies. After playing key roles in both corporate and start-up marketing organizations, Tim took his knowledge of content and communications to professional web services in 1996 -- where he built a full-service web development agency from the ground up that flourished in the higher education and financial services sectors. In 2008, he co-founded dotCMS, a software company, that has become the home of one of the fastest growing Java-based, web content management platforms in the marketplace today. Tim’s ability to assemble and lead talented individuals; forge and enable strong relationships and then, have the common sense to get out of the way -- has been the hallmark of his success.
David Roe has over 20 years of experience as an innovator in the digital marketing industry. As a Partner and CEO of authentic, an integrated digital marketing agency based in Richmond, Virginia, he is a passionate and creative leader with unique views on approaching customer engagement using digital channels. Through his experience working as an Enterprise Architect and Consultant in the content management and digital experience market, David has helped many of the world’s largest organizations adopt solutions that deliver real results. With a background in both technology and marketing, David offers a wealth of knowledge in personalization, enterprise content management, social networking, media and security.
With a deep understanding of web content management tools, David is positioned as a visionary and expert in the space. Feeling equally “at home” in a room full of marketing professionals and IT teams, David strives to bridge the gap between the two fields.
Marc has over thirty years of management and executive experience growing several technology and consulting organizations. As the Co-founder and CEO of Veriday, Marc has led the organization through two product launches and over ten years of progressive growth including several landmark projects for Google. Prior to joining Veriday, Marc was Chief Operating Officer at ThinkWrap, and senior executive at AT&T IT Solutions and Montage-DMC.
Greg brings over 20 years of experience in business management, sales, marketing and consulting. He joined comScore in 2012 to work directly with Digital Advertisers after 15 years with Molson Coors. He now leads the financial vertical along with working with brands, advertising agencies and global publishers. Greg’s relationship with each partner maximizes their digital investment by providing actionable insights for today’s multi-platform consumer, such as: industry and competitive benchmarking, audience and advertising performance measurement, segmentation targeting, and third-party data integrations
Meha Varier is Product Marketing Director for OpenText’s Customer Experience Management division that offers a set of applications focused on delivering personalized content and engaging interactions along a continuous customer journey. With over 12 years of experience in product marketing and digital marketing at various enterprise software and digital companies, Meha brings extensive knowledge on how digital transformation drives customer experience and engagement. Meha has a Master’s in Business Administration from the Rotman School of Management at the University of Toronto, and earned a Bachelor’s degree in Electrical Engineering from India.
After 9 years at Reuters managing financial data for North America, Shannon joined Rich Media in 2001 as the company began developing more complex projects in the financial industry. Shannon has her CSC designation, and has managed international projects across Toronto, UK, and Singapore. Shannon excels at translating needs and expectations into high quality, expectation-exceeding digital projects. Shannon was recently invited to speak at the CFIAT conference specifically about accessible-friendly tools in the financial industry. Her commitment to clients is even stronger than her commitment to science fiction, TV shows and movies.
Jason caught the “digital marketing bug” over ten years ago when his music went viral, and he became the first unsigned artist to reach a million downloads on the internet. Since then, he has devoted his career to mastering analytics and providing actionable insights for hundreds of clients, spanning many industries and verticals. Before working at ObservePoint, Jason held roles in Operations, Business Intelligence, Data Visualization, and Optimization for respected organizations including Search Discovery and Numeric Analytics. His breadth of experience spans many facets of the Analytics space, but he is most passionate about Data Governance, and is the director of ObservePoint’s consulting team.