8.30: Coffee and registration

9.00: Welcome by Jacob Howard, Chair of the CIM FS Group and Founder, FMI

09:15: Introduction by Alexis Zamkow, Intelligent Marketing, IBM - Welcome to IBM Toronto and introduction to the day’s themes: change management, personalization and trust.

09:30: Marketing in the Age of AI - Tech key note on generative search, innovation, personalization, and marketing leadership.

10:00: The Future of Customer Experience in Wealth Management - Leaders from wealth management, investment communications, and customer experience explore how CX is reshaping the future of wealth. From inclusivity and psychology to board-level strategy, discover how leaders can align with evolving customer expectations and behaviors for long-term value creation. Panel discussion with 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, Head of Marketing, CIBC Mellon, 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 to include experts such as Meaghan Kelly, Chief Marketing and Product Officer, AGF Investments

11:40: Coffee Break

11:50: Marketing to and with the Machines - Latest findings from the Global Marketing Content Leaders Study, including practical case studies on how AI is transforming campaign strategy with Satwant Wishart, CEO, Casey Wishart & Partners

12:10: Creativity, AI, and the Human Touch - Closing key note

12:35: Session Close and Networking Lunch