Gord Piercey
Managing Director Risk Assurance Services, PwC
Gord has over 35 years of industry experience focused primarily on Banking, Regulation and Brokerage operations.
Gord is currently a Managing Director in PwC’s Risk Assurance practice based in Toronto where he assists a variety of clients in a range of industries in governance and regulatory matters. Gord was previously with the Office of the Superintendent of Financial Institutions (OSFI), Canada’s federal banking regulator, where he was global lead supervisor for one of Canada’s top 5 banks. In this role, Gord was responsible for overseeing the Bank’s compliance with Canadian federal banking regulations. This oversight included leading OSFI’s relationship with the Bank’s senior executive, management, the Board of Directors and Board committees as well as overseeing in-depth reviews of the Bank’s operations in areas such as Governance, Risk, Compliance and Audit. As Lead Supervisor, Gord also led OSFI’s relationship with the Bank’s regulators in jurisdictions in which the Bank operated, including the Federal Reserve Bank (US) and the Prudential Regulation Authority (UK).
Prior to his role at OSFI, Gord was Vice President at another top 5 Canadian bank where he led several teams and initiatives in Canada, the US and the UK over a 19 year career. In this position, Gord held positions as CFO for Europe, co-lead for the integration of a major US acquisition, led the Bank’s global response to Sarbanes-Oxley in its first two years of applicability and led the Bank’s global Compliance Risk Assessment, Testing and Reporting function.
Gord earned his CPA, CA following his completion of a Bachelor of Commerce degree with highest standing at the University of Toronto. In 2014, Gord obtained his Masters in Financial Accountability and Corporate Governance from York University, shortly before becoming a proud grandfather for the first time.
Bruce Shouten, CFA
Interim President and CEO, Coast Capital Savings
My purpose: To make the lives of all those around me, the organization I work for, and my own, better, simpler and easier.
Professional profile: An experienced, pragmatic and authentic leader with a track record of building strong teams; pursuing new ideas and initiatives; fostering cultures to attract and retain great talent; and successfully developing and implementing solutions focused on delivering results, improving operational effectiveness and enabling the organization for growth.
Mario Schlener
Partner, Ernst & Young LLP
Mario is a risk expert with 20 years of financial industry experience especially for implementing global ERM-, compliance-, modelling- and analytics- frameworks/platforms for global financial institutions. Mario worked 10 years in one of the biggest banks in Europe/CEE as account manager for SME clients, worked in the fixed income trading department, fixed income analytics department and CLO structuring department. Since 2007 Mario works in the risk advisory industry and supports banks in transforming the way of “How we do risk management”. In his spare time Mario is teaching courses at universities and is working on his research papers including e.g. Impact of machine learning and AI algorithms to enhance market microstructure insights and develop new utility function to explain time inconsistent decision patterns.
Mark Teper
Vice President, Global Risk Technology, Bank of Nova Scotia
Mark Teper is the Vice President, Global Risk Technology with the Bank of Nova Scotia. In this role Mark is responsible for the enterprise technology supporting capital market risk calculations including VaR, Counterparty Credit Risk, Liquidity Risk and regulatory capital. Mark joined Scotiabank in 2011 and before taking his current position held progressively senior risk model development roles within Global Risk Management. Prior to joining Scotiabank, Mark worked as a Software Engineer, at Altera Corporation in computational algorithm design and new product engineering. Mark holds a Master of Engineering in Electrical and Computer Engineering and a Bachelor of Applied Science in Engineering Science from the University of Toronto.
Michael Torrance
Chief Sustainability Officer and Associate General Counsel, BMO Financial Group
Michael Torrance is Chief Sustainability Officer and Associate General Counsel in the Legal, Corporate and Compliance Group of BMO Financial Group. In January Michael joined the bank from Norton Rose Fulbright LLP where he was a Partner in their Toronto office and founder of the firm’s global ESG Risk Advisory practice. His experience includes risk advisory on international standards of environmental and social risk management and human rights due diligence. Michael has authored a widely used guide on the Equator Principles and is editor and lead author of the text IFC Performance Standards on Environmental and Social Sustainability: A Guidebook, published in 2012. As Chief Sustainability Officer Michael leads strategy and implementation of sustainability governance at the enterprise level of BMO Financial Group, including ESG reporting and stakeholder relations.
Lois Tullo
CRO & CCO, BlockMine Development Inc
BlockMine Development Inc. is a new issuer of Security Token Offerings (STO’s) on the Blockchain. Faculty at Schulich School of Business teaching risk management for the past 20 years at the executive, MBA, and undergraduate level. She is an Executive-in-Residence at the Global Risks Institute where she is the author of “The Global Risks and Trends Framework”. Previous publications also include “Risk Management – Canadian Best Practices, How did they get there?” Recipient of the John Peace Prize for outstanding contribution to teaching.
Previously, Ms. Tullo was CFO at CIBC Finance Inc, responsible for Finance, Treasury, HR and interim risk management; Director of HR, Finance and Business Process Redesign at Unitel Communications; management consultant at Nolan, Norton Canada/KPMG where she consulted on the link between business strategy and information technology architecture. Ms. Tullo worked in Ethiopia with Food for the Hungry, a relief and development organization. At TCPL, she provided systems design and data analysis.
Ms. Tullo is a CPA,C.A., and she articled with Clarkson Gordon Toronto (E&Y) and PWC in Calgary, she has an EMBA from The Ivy School of Business, a B.Comm from the University of Saskatchewan, and holds her ICD.D.
Ms. Tullo is currently the Chair of Urban Promise, Jlt & Associates, VC of The Richview Residence Foundation, and a former BOD for Jameson Bank, The Boulevard Club, and the Girl Guides of Canada.
James Zante
Risk & Regulation Technology Leader, EY
James Zante is a risk and technology professional with over 20 years of industry experience currently responsible for the business strategy and delivery of risk and regulation technology advisory services at EY. Prior to joining EY, James spent 11 years at Algorithmics in multiples roles including Global Product Srategy leader influencing many key areas of the enterprise risk management offering including limits and excess management, issuer risk, stress testing, economic capital, Basel II/III, and credit workflow solutions. Other prior experiences includes various roles in credit technology, project management, data/system architecture at TD financial group and Sunlife. James holds a Bachelor degree in Mathematics and Computer Science from the University of Waterloo.