8.30: Coffee and registration

9.00: Welcome by Jacob Howard, Chair of the CIM FS Group and Founder, Financial Marketing Insights (FMI)

09:15: Generative Search in Financial Services: Practical Playbooks - Alexis Zamkow, Intelligent Marketing lead, IBM welcomes all to IBM and introduces panel of experts including Lauren Miele, Director - U.S. Product Innovation and North American Marketing & Digital Sales, TD Securities and Patrick Reinhart, VP - Professional Services, Conductor to break down the real‑world applications, quick wins, and strategic shifts FS marketers need to master as AI changes topics like Search to becomes more conversational, predictive and powerful.

10:00: How Customer Expectations Are Redefining Wealth Management - Customer expectations are shifting faster than ever - reshaping how wealth firms build trust, communicate value, and design inclusive experiences. In this session, senior leaders explore the forces driving the next era of client engagement, and how businesses can adapt to stay ahead. Panel discussion featuring Chris Dotson, MD - Comms, RBC Wealth Management, Meena Gupta, Head of Global Investment Communications, Scotia Wealth Management and Danielle Skipp, CEO, Sonance, moderated by Tim Cuffe, Partner, Resonate Global

10:30: Coffee Break

10:40: Building Resilient Teams: Talent, Culture, and Inclusion - Panel discussion covering topics from upskilling and cross-functional collaboration to inclusive culture design across depts, with speakers to include Brent Merriman, VP, Head of Marketing, Communications and Research, CIBC Mellon and Fate Saghir, Head of Sustainability, Marketing and Client Experience, Mackenzie Investments moderated by Jacob Howard, Chair of the CIM FS Group and Founder, FMI

11:10: Brand Building and Trust in a Fragmented World - Session on connecting brand investments to product outcomes, and navigating top-of-funnel strategy in a multi-channel world. Speakers include Meaghan Kelly, Chief Marketing and Product Officer, AGF Investments and Renae Quinton, VP, Brand & Strategy, Global X Canada, moderated by Sean Stanleigh, Head of Globe Content Studio, Globe & Mail

11:40: Coffee Break

11:50: Signal in the Age of AI - Drawing on early insights from the Global Marketing Leaders Content Study, in this session Satwant Wishart, CEO, Pandher Wishart Studios will examine how marketers are restructuring strategy and talent to stay distinctive and authoritative as AI scales content production.

12:10: Inside Chime’s Growth Engine - Chime, the U.S. neobanking leader with over 9 million active members, has redefined retail banking through an empathy-first model for underserved consumers. Now a public company ($CHYM), Chime’s rapid scale serves as a critical blueprint for the North American market. Charlie Grinnell, Co-CEO of RightMetric, deconstructs their digital playbook - from "get paid early" features to high-impact social strategy - offering a tactical framework for Canadian FIs to defend and grow market share before the next wave of disruption arrives.

12:40: Creativity, AI, and the Human Touch - Closing key note by Dominique Rose Van-Winther, CEO, Final Upgrade. Dominique is a leading global voice in AI strategy, innovation, and marketing transformation. With over 20 years of experience in global leadership roles - including at WPP, McCann Worldgroup, and The Hoffman Agency - Dominique brings a rare blend of deep tech expertise and executive insight.

1:00-2.00: Networking Lunch