Speakers
Betsey Chung
Betsey is the SVP and Chief Marketing Officer, Canadian Banking. Betsey leads the TD marketing team across all Canadian lines of business including responsibility for the digital marketing ecosystem – real time and targeted marketing, social and content. She is a key member of the executive leadership team for each of the Business Unit and Marketing Operating Groups.
Betsey has over 25 years of experience in the financial services industry, working in the UK, Europe, US, and Canada. In each of her roles, she has been a change agent for organizations who want to achieve growth objectives through Big M marketing. She most recently spent 7 years with BMO Financial Group where she was the Chief Marketing Officer of Banking and Wealth, for all global geographies. She led the digital transformation of the marketing organization and attained No.1 in digital sales for 4 consecutive years. She also developed the BMO Wealth Management brand reaching a leadership awareness position in the industry.
Betsey established her analytical and digital marketing acumen early in her career. Firstly, as an Executive Strategy Consultant with KPMG in the UK, where she led marketing and digital strategies for FTSE 100 companies. She then joined American Express where she spent 8 years on the senior leadership team, accountable for Direct and Digital Marketing, Product and P&L management for cards, lending and insurance portfolios. Betsey has won the CMA Awards for Best Digital Financial Services Campaign and Best Media Execution for The Aviva Community Fund and Best Integrated Campaign for Business Gold Rewards.
Having two daughters, Betsey is a Diversity and Inclusion advocate and on the Board of Havergal College and Marketing Committee for Catalyst. Betsey completed her MBA at London Business School in the UK, and also has her Chartered Accountancy designation.
John T. Renz
David Bradfield
Jennifer Ishiguro
David Willows
David Willows is Green Shield Canada’s Chief Innovation and Marketing Officer. He leads their recently developed Innovation Lab, all Product Development functions, including Pharmacy Strategy, and the traditional marketing and communications disciplines.
Prior to moving to GSC six years ago, he had spent five years as the Toronto Health and Benefits Practice Leader for Aon Consulting and then the merged Aon Hewitt organization.
Over the past 25 years, he has split his time between the insurance carrier and management consulting communities, first focused on attendance and disability management issues, but more recently managing challenges on the broader health and drug management issues facing Canadian organizations and their employees.
Stephen Allcock
Gwynne Fane
Gwynne is a seasoned marketing communications professional with more than 17 years’ experience growing wealth and fintech brands.
As Vice President, Marketing Communications, Gwynne is responsible for the marketing evolution of Canada’s first and largest independent robo advisory, WealthBar Financial Services. In her role, Gwynne leads a high performing team of marketing and creative professionals who work together to achieve the firm’s aggressive growth plan.
Prior to joining WealthBar, Gwynne lead the marketing efforts for the national wealth management arm of the Canadian credit union system, Credential Financial. While at Credential, Gwynne’s portfolio included developing marketing strategies for the firm’s online and full-service brokerages, life insurance and financial planning divisions and a variety of investment products. Leading a team of marketers and creative professionals, Gwynne was responsible for the ongoing wealth marketing efforts in support of over 1,000 credit unions from across the country.
Prior to joining Credential, Gwynne spent several years in progressive marketing roles at Vancouver-based real estate investment trust, CHIP REIT, and working for fintech pioneer, Ernex Marketing Technologies, a subsidiary of RBC.
Eric Walker
Graduating from the University of Waterloo Eric Walker worked as a Data Scientist at Capital One supporting Customer Acquisitions and Direct Response Marketing. In 2013 Eric moved to Google supporting and consulting with Canada’s top Direct Response clients. In 2015 Eric rejoined Capital One Canada as Head of Customer Acquisition Marketing.
In his role, Eric is responsible for driving new customers though digital and offline channels, marketing analytics and developing new acquisition channels. Eric oversees the execution of all acquisition marketing campaigns, media planning and acquisition marketing strategy.
Nicky Senyard
Nicky Senyard is the CEO and Founder of Share Results, a performance marketing company specializing in the financial services industry. Nicky has been an influencer and leader within the affiliate space for the past 15 years, with the goals of creating contribution and growth for Share Results clients and partners. She has driven the organization to become a leading affiliate network dedicated to serving the North American financial services space and has done so through her innate ability to anticipate and innovate in line with market trends.
Suzette Chapman
Shannon Sloan
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.
Jonathan Ranger
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.
Marc Ferrentino
Marc Ferrentino is Yext’s Chief Strategy Officer and is responsible for the company’s product development, partnerships, corporate development, and strategic initiatives. Prior to joining Yext, he was the Founder and CEO of Nomi Technologies, which was acquired in 2014.
Marc has worked as a senior executive for high-growth tech companies throughout his career, including serving as the Chief Technical Officer of SaaS at BMC Software and Chief Technical Architect for Salesforce.com. He has been active in the New York tech scene for 20 years and currently advises several startups.
Marc holds a B.S. in Electrical Engineering from the University of Michigan and has participated in Columbia University's program for M.A. in Statistics.
Shane Closser
Shane Closser is the Head of Industry/General Manager for Financial Services at Yext. He leads all financial services-related activities, including strategy, product, and ISV and GTM partnerships.
Shane is a published author and award-winning speaker; his research has been recognized by leading advisor firms and top software vendors.
With over 18 years of experience in Financial Services and High Tech, Shane specializes in strategy, product management, digital platforms architecture, and managing large transformational programs.
Before joining Yext, Shane was a Global Managing Director at Accenture serving as the Global Digital Platform Head and NA Marketing As A Services (MaaS) Head.
Gloria Roheim McRae
Gloria is a Manger of the Value Consulting team at Hootsuite Inc. with specialized skills in leading social business and enterprise level solutions for the financial services sector across North America. She is an international speaker, frequent media commentator, a TedX Keynote and an Amazon.ca best-selling author. A licensed insurance agent and practicing financial broker, she earned her M.A at the University of Toronto and her B.A. from McGill University. When she's not expressing her interests through her leadership, social business, and financial literacy, you'll find her enjoying quality time with her husband Ricardo and their toddler son Keon.
Jeremy Miller
Jeremy Miller is a Brand Strategist and the bestselling author of Sticky Branding. He helps ambitious teams grow their businesses and brands to the next level.
Jeremy comes by his expertise honestly. After watching his family’s business nearly hit rock bottom, he was forced to take a hard look at the way the company was run and at their industry as a whole. Jeremy realized it wasn’t his company's sales people or marketing processes that were failing, it was the brand. This insight caused him to regroup, revamp, and rebrand the business. Within a year, the company turned the corner and rocketed into growth mode. And in 2013 he sold the business.
It was this experience that compelled Jeremy to embark on a decade-long study of how companies grow recognizable, memorable brands — what he calls Sticky Brands.
One of Jeremy’s key discoveries from the research is everyone is creative, provided they’re given structure. Jeremy shows organizations of all sizes how to unlock the creative genius of teams to solve complex sales and marketing challenges. As an inspirational keynote speaker, his blend of humor, stories, and actionable ideas will inspire you to innovate and grow your business and brand from the inside out.
For more information visit www.StickyBranding.com.
Kerry-Ann Betton Stimpson
Kerry-Ann has been a financial services marketer for over 15 years, leading the marketing function at major financial institutions in her home country, Jamaica. A firm believer in the need to create out-of-the-box brand experiences to drive deeper consumer engagement and create the win for brands, her current role as Group Chief Marketing Officer, at JMMB, includes the overall leadership of marketing strategy development and execution, including digital marketing and customer insight management. She has an MBA in Marketing fromOr the Robert H. Smith School of Business, University of Maryland, College Park, Maryland.
Brent Korte
Justin Hoffman
Justin Hoffman oversees PSA’s business development initiatives. His focus includes sales leadership, Account Executive support and recruiting, sales training and CRM technology. He also oversees the PSA Marketing Department as Chief Marketing Officer.
The majority of his career has been spent at financial services firms, managing brand development initiatives, advertising, public relations and electronic marketing. Prior to joining PSA in 2007, he led M&T Bank’s sports marketing assets, overseeing relationships with the Baltimore Ravens, Buffalo Bills and other sports franchises.
Rob Russini
Archie Sachdeva
Julian Mills
Jo Ann LeClair
Scott Spjut
Scott Spjut is an writer and editor with more than 12 years of experience in digital marketing, editorial management and content creation. After a short stint as a journalist with aspirations of a career speaking truth to power, he has since spent his time as a content marketer. Ultimately, he still gets to tell stories—so it's all worked out. He is currently the Assistant Vice President, Social & Digital Content with Fifth Third Bank, and was previously on the agency side as part of the Omnicom network.
Rafael Delgado Aparicio
Peter Leijonspjuth
Peter Leijonspjuth has worked with digital solutions since 1994 starting with the digital transformation of newspapers and the last 10 years within digital banking. Peter has worked as Digital Manager at banks like Marginalen Bank, Santander Consumerbank, SEB and ICA Banken.
Steve Livingstone
Steve has more than 25 years of experience in the Canadian Home & Auto insurance marketplace. From underwriting, to portfolio management, to operational roles, with organizations ranging from Chubb Insurance, to RBC Insurance, Aviva and RSA, Steve’s path has gained him a familiarity with every facet of both brokerage operations and direct insurance operations. And on top of all that, he’s worked in Toronto, Vancouver, Calgary and Waterloo, thus having the opportunity to see and work in a diverse number of settings and situations across the industry. Steve’s expertise is focused on driving change and developing unique and innovative ways to package and distribute insurance. At aha Steve is responsible for helping drive its strategic direction, develop and manage key partnerships, support the development and execution of the value proposition, and lead the team in building the unique culture that is fundamental to any start-up.
Carolyn Tracy
Marianne Forrest
Stewart Ellis
Stewart is a seasoned digital marketer, designer, and developer, with over 20 years of experience designing and building websites and crafting online user experiences. In his role at Sprott, Stewart oversees all Sprott web properties, its mobile apps and the implementation of its marketing automation platform. With a background in music and (pre-digital) marketing, Stewart made the move online in the late nineties, initially working at a web development agency and one of the original dot coms. In 2000, Stewart started his own consultancy, where his work spanned a range of sectors including financial services, aviation, real estate, energy, government, and pharma. Always a strong advocate for both the brand and the user, Stewart's approach is to craft digital solutions that work for all.
Simon Wyse
Simon Wyse is the Senior Director of Free Credit Score Platform, Borrowell, a financial technology company that helps Canadians make great decisions about credit. Borrowell is the first company in Canada to offer credit scores for free and now helps over 900,000 Canadians. Previously, Simon has worked in various product and business management roles in Financial companies both in Canada and the UK. He holds a B.Sc in Computer Science.
Courtney Wattie
Courtney is a digital marketing leader, who focuses on insights driven, results oriented, growth marketing. She has pioneered digital marketing departments for a variety of large scale publicly traded companies, helping her internal business teams navigate the current environment of digital disruption.
As Director of Marketing at PayBright, a Canadian instant financing technology solution, her mission is to envision the strategic multi-year marketing vision and create new digital experiences and storytelling to accommodate the developing landscape. Courtney leverages new technology to automate systems, rearchitect data, design and innovate customer journeys and deliver industry leading marketing capabilities. Courtney's experiences combine digital marketing, design and innovation to best leverage emerging technologies and drive national growth for PayBright.
Daniela Mena
Daniela is a strategic, curious and creative thinker with a passion for both the user experience and the evolving media and marketing landscape. In her current role, she leads the affiliate and display channels at Scotiabank’s Digital Factory. Daniela began her career at Scotiabank leading the first party segment strategy in addition to extracting segments for search, social and display channels. She loves sushi, dim sum and travelling, notably to South East Asia. Her favourite shows are Homeland, Friends and House of Cards. She is currently watching Game of Thrones.
Robert Shields
Erin Elofson
Erin Elofson has recently joined Pinterest as the Country Manager for Pinterest Canada. In her role, Erin partners with Canadian business leaders to discover how Pinterest can help them meet their ambitious business goals. Erin was formerly the national lead for the Financial Services, Technology and Media, and Travel and Tourism verticals at Facebook Canada and also led their Auto, CPG, and eCommerce verticals at various stages throughout her time at the company. Prior to Facebook, Erin was the global lead for Microsoft's partnership with BMO Financial Group. She also led the transformation of Microsoft Canada’s national partnership with HP Canada, spanning both organizations’ respective software, hardware, and consulting businesses. In 2008, Erin earned a M.A. at York University with a specialization in Technology in Practice, completing a thesis on media choice theory. Erin is currently saving ideas about turtlenecks and child language development.
Jeremy Fain
Jeremy Fain is the CEO and co-founder of Cogntiv. With over 20 years of interactive experience across agency, publisher, and ad tech management, Jeremy led North American Accounts for Rubicon Project before founding Cognitiv. At Rubicon Project, Jeremy was responsible for global market success of over 400 media companies and 500 demand partners through Real-Time-Bidding, new product development, and other revenue strategies, ensuring interactive buyers and sellers could take full advantage of automated transactions. Prior to Rubicon Project, Jeremy served as Director of Network Solutions for CBS Interactive. With oversight of a $30 million+ P&L, Jeremy was responsible for development, execution and management of data-driven solutions across CBS Interactive’s network of branded sites, including audience targeting, private exchange, and custom audience solutions. Prior to CBS, Jeremy served as Vice President of Industry Services for the IAB, where he shaped interactive industry policy, standards, and best practices, such as the first VAST standard and the Tc&Cs 3.0, by working on a daily basis with all the major media companies as well as all the agency holding companies.
Patrick Kehoe
Patrick Kehoe has over 25 years of experience delivering business solutions for document processing, customer communications, and content management. As EVP of Product Management at Messagepoint, Patrick drives product strategy and messaging in collaboration with Product Development. Prior to joining Messagepoint, Patrick was Worldwide Head of OpenText Exstream. He has managed, architected, and delivered comprehensive solutions, including BPO for customers in financial services, banking, healthcare, manufacturing, and retail/distribution markets. Patrick has an acute understanding of how to achieve results by focusing on the customer, identifying the problem, and applying the appropriate technology.
