The Future of Banking and Financial Services

To access the rest of the presentations from the event, please visit the Ivey website by clicking here.

This one-day conference examined how banks are adapting to the evolving regulatory environment, rapid technological change, and digital disruption from financial technology (FinTech) start-ups. The invited speakers are leading professionals from Canada, the United States and Europe who provided the perspectives on where the financial services industry is heading in the coming decade. Participants heard the views of senior bank executives, risk managers, regulators, Board members, shareholders and FinTech disruptors. The target audience included banking and financial services practitioners, policymakers, regulators, academics, and the public.

Richard is the President and CEO of Global Risk Institute and an Adjunct Professor at the Rotman School of Management of the University of Toronto. Richard was previously Chief Operating Officer, Canadian Imperial Bank of Commerce until his retirement in September 2014 where he was responsible for the global operations of Wholesale Banking, Technology, and Operations; Strategy and Corporate Development; CIBC’s International Operations; and Treasury. From 2004 to 2008 Richard was Chief Executive Officer of TSX Group, a public company listed on the Toronto Stock Exchange, having joined TSX as President of TSX Markets in 2001. He was responsible for the consolidation of the various local exchanges across Canada into what is today known as the TMX Group. Previously, Richard served as President and Chief Operating Officer of BayStreetDirect Inc., an Internet-based investment dealer. Before that, he was President and Chief Executive Officer of HSBC Securities Canada for three years, after having worked for ten years at CIBC Wood Gundy. He has also worked with Mobil Oil Canada Ltd., for five years and spent two years as a Lecturer at the University of Western Ontario, Richard Ivey School of Business.