RMA Learning Series 1: Summer 2022: Resilience Through Disruption
Brought to you by the Risk Management Association (RMA) Toronto Chapter and co-hosted by CIBC and KPMG.
This 10-hour Learning Series will primarily be conducted via two (2) half day events in downtown Toronto (remote video conferencing available) plus preparatory learning activities and exclusive online learning content (applied case study and thought leadership panel discussion).
Offering CPE credit and micro certification credentials from Arizona State University.
Featuring Lisa Raitt, Janet Gross Stein, and Bob Mark (Day 1: September 6, 2022) and Bob Mark (Day 2: September 27th, 2022) with additional thought leaders and executives in financial services risk management domain.
Keynote Speakers and Panellists
The Honourable Lisa Raitt joined CIBC Capital Markets in January 2020, having previously worked in both the public and private sectors. Ms. Raitt’s current focus is on senior client coverage and business development with clients in the energy, infrastructure and industrial sectors, which align closely with her deep expertise.
Prior to her current role, Ms. Raitt was the President and CEO of the Toronto Port Authority. She was elected into the House of Commons in 2008, where she went on to hold three senior portfolios serving as Minister of Natural Resources, Minister of Labour, and Minister of Transport. Most recently, Ms. Raitt was the Deputy Leader of the Official Opposition and the Conservative Party of Canada.
Ms. Raitt holds a Bachelor of Science degree from St. Francis Xavier University and a master’s degree in Chemistry from the University of Guelph. She possesses an LL.B from
Osgoode Hall Law School and was called to the Ontario bar in 1998. In 2020 Ms. Raitt was named a Woodrow Wilson Center Global Fellow of the Canada Institute.
Dr. Bob Mark Is a Managing Partner at Black Diamond , serves on several boards, led Treasury/Trading activities and was a Chief Risk Officer at Tier 1 banks. He is the Founding Executive Director of the MFE Program at UCLA, co-authored three books on Risk Management and holds an Applied Math PhD. Bob was awarded the Financial Risk Manager of the Year by
GARP, is a cofounder of PRMIA and has published extensively in leading business and finance journals.
Paul Lech has over 20 years of professional services advisory experience providing solutions to his financial services clients in Canada and globally. Paul co-leads the FRM practice in Toronto focused on model
development, model risk management, credit, market, liquidity, treasury and regulatory risk and is leading the development and deployment FRM’s Risk as a Service cloud solutions. Paul has assisted leading financial institutions and new market entrants with various regulatory readiness and remediation initiatives including compliance with OSFI guidelines and expectations and alignment with various global pronouncements.
During his career Paul held several market leadership roles including the role of the National Treasury Advisory Leader for Canada.
Janice Gross Stein is the founding Director of the Munk School of Global Affairs, University of Toronto.
Whether it's economics, geopolitics, or international security and terrorism, few people have a better understanding of global issues than Professor Janice Gross Stein. Her dynamic presentations provide a unique perspective into what's really happening around the world—from China to Russia to the Middle East and Europe—and what it means to her audiences. Professor Stein's
presentations not only connect the dots regarding key events, but provide a look at where things are headed, and where the potential dangers and
opportunities may lie. Both realistic and hopeful, she leaves her audiences with a better understanding of current global issues, and a clear, compelling
vision of the future.
Stein is the Belzberg Professor of Conflict Management in the Department of Political Science and the Founding Director of the Munk School for Global Affairs at the University of Toronto. She is a Fellow of the Royal Society of Canada and an Honorary Foreign Member of the American Academy of Arts and Sciences.
She is the co-author, with Eugene Lang, of the prize-winning work, The Unexpected War: Canada in Kandahar,
and her most recent book is Diplomacy in the Digital Age.
Professor Stein was the Massey Lecturer in 2001, and a Trudeau Fellow. She was awarded the Molson Prize by the Canada Council for an outstanding contribution by a social scientist to public debate, and has received an Honorary Doctorate of Laws from the University of Alberta, the University of Cape Breton, McMaster University, and the Hebrew University of Jerusalem. She is a member of the Order of Canada and the Order of Ontario.
In the media, she has provided commentary for networks such as CBC, CTV, TVO and CNN, and columns and comment for The
Globe and Mail, and The National Post.
Edouard Bertin-Mourot is a Partner in charge of the Enterprise Risk Management (ERM) practice at KPMG in Canada. Prior to moving to Toronto in 2017, Edouard led KPMG’s ERM practice in Singapore, Center of Excellence of South East Asia. He led numerous risk transformation projects in Canada, Singapore, Asia and the Middle East and helped clients successfully achieve their governance and risk management agendas.
Edouard has advised clients on large-scale risk and change transformation projects across industries including Financial Institutions (banks, pension funds, sovereign funds, insurance), Energy, Healthcare, Infrastructure, Government and Retail. His expertise
includes design and maturity review of risk operating models against leading practices (e.g. OSFI, ISO31000, COSO, FSB, Basel, Solvency, ICD); review, analyze and recommend allocation of clear risk
accountabilities following the 3 LOD model (including definition of design principles: effective challenge, efficiency, competencies, independence etc.); risk strategy and governance; board governance,
effectiveness review and education; compliance; risk appetite and tolerance limits; risk functions’ set-up; KRIs; RCSA; risk policies and
procedures; incident/risk event database; risk management automation; risk reporting and data aggregation, scenario analysis and linkage and integration of the various risk management building blocks in business processes and decision-making.
Michael (Mike) T Donovan is currently SVP, Enterprise Risk Management and was previously SVP, Strategy and Transformation in Personal and Business Banking, a
position he assumed in 2017. He is responsible for the leadership and ongoing direction of Enterprise Risk Management.
This includes leading the approach to Risk Appetite, Expected Credit Losses, Stress Testing, Model Quantification and Risk Data and Reporting. In addition, Mike works closely with Finance on CIBC’s quarter end risk disclosure.
Since joining CIBC in 1997, Mike has worked in many areas including Finance, Credit Portfolio Management, Personal and Business Banking, and Enterprise Risk Management.
Mike has a B. Comm and MBA from Queen’s University.
Sandeep Dani is a Vice President, Enterprise & Operational Risk - Financial Services at KPMG with extensive global experience within the Financial Service and Insurance Sector in North America and Asia. Broad business experience with expertise across Enterprise Risk Management, Risk and Policy Governance, Operational Risk Management and Internal Audit. He has a passion for developing and overseeing risk management programs to optimize risk-taking for stakeholders.
Stella Cabrera focuses on risk and compliance functions across the three lines of defense and the digital assets client experience. Drawing on 20+ years of experience, she also brings deep knowledge of peer and industry technology trends, including cloud computing, artificial intelligence, cognitive computing, and blockchain.
Stella works with Promontory
clients and acts as an adviser to the Standards Council of Canada on topics such as data governance, data commercialization and more. Before joining Promontory, Stella developed relationships with banks, insurance companies, and fintechs globally, delivering advisory services across key areas of risk and compliance. She helped implement a fraud division for a large Canadian bank in the Caribbean and supported the creation of a financial crime division for a large Asian bank. Stella also has experience in leading large teams in corporate banking, including a team of client portfolio analysts that completed financial statement analysis on syndicated deals. She led the cash management and operations group for ATB Financial.
Stella is currently the President of the Risk Management Association, Toronto Chapter. She is a Lean Six Sigma Green Belt and has earned certifications from the Moody’s Commercial Lending Program and the Investment Funds Institute of Canada.