11th Annual Retail Deposit Optimization and Strategic Management, Canada  

September 8-9, 2025 | Holiday Inn Toronto Downtown Centre | Toronto, ON‚ Canada 

Retail deposits remain a fundamental source of funding for financial institutions. To meet customer expectations, it’s crucial that banks and credit unions continuously adapt their offerings. The current uncertain macroeconomic climate has further highlighted the importance of long-term deposits and the stability they bring to a bank’s financial foundation.

The GFMI 11th Annual Retail Deposit Optimization and Strategic Management, Canada conference taking place on September 8-9, 2025 at Holiday Inn Toronto Downtown Centre will bring together the leaders in retail deposits to deliver practical case studies assessing the enhanced need to focus deposit retention and customer loyalty as interest rates get lower. The event will allow attendees to understand the latest advancements in omnichannel customer experiences as well as benchmark how to create a unified approach between deposit and treasury teams. There will also be a review of the most effective pricing strategies in the current environment and how banks can achieve primacy from high value customers. 

Attending This Premier marcus evans Conference Will Enable You to:

• Create a strong alliance between treasury and deposit teams to maintain profitability

• Evaluate recent advancements in digital banking and how to meet the needs of younger generations of depositors

• Capital management strategies to support funding stability in the face of market risk volatility

• Create consistency across the customer journey through a seamless approach across all channels

• Optimize deposit growth through data-driven pricing and product strategies

• Generate and retain high value deposits through identifying high value customers and creating a tailored approach to them

Best Practices and Case Studies from:

• Remal Tailor, Vice President, FTP Center of Excellence and Corporate Support & Corporate Treasury Performance Management, RBC

• Pankhuri Kumar, Director, Everyday Banking Transformation, CIBC
• Florent Kpodjedo, Managing Director, Financial Resource Management, National Bank of Canada
• Victor DiMarco, Director Customer Growth, BMO
• Vineet Singh, Head of Analytics, Tangerine Bank
• Hanif Dharamsi, Vice President, Head of Private Banking, TD

For more information and registration discounts please contact: Ria Kiayia, Marketing Manager Digital Media and PR at [email protected] or visit https://shorturl.at/MjOF3

10th Annual Operational Risk Management for Financial Institutions 

September 15-16, 2025 | New York, NY 

The regulatory landscape for operational risk management is undergoing change, influenced by a new administration, emerging policies, and the evolving guidelines of Basel III. To stay compliant, improve reporting accuracy, and uphold business resilience, operational risk managers must take a proactive approach to adaptation.

The GFMI 10th Annual Operational Risk Management for Financial Institutions conference taking place on September 15-16, 2025 in New York will deliver practical case studies addressing the management of both emerging and evolving risks currently faced by operational risk professionals. Sessions will focus on operational risk frameworks, emphasizing how to develop an institution-specific approach that ensures risk management strategies are tailored and relevant to your organization. Furthermore, it will explore the increasingly interconnected risk environment that operational risk professionals must navigate as well as providing actionable insights into the collaboration between operational risk and other business lines, highlighting the need to understand the foundational elements of the operational risk framework to help institutions remain resilient. Delegates will also learn key insights into AI risk management as well as cyber and technology risks.

Attending This Premier marcus evans Conference Will Enable You to:

• Strengthen operational risk frameworks to meet evolving regulatory oversight and enhance reporting requirements
• Enhance transparency while managing real-time regulatory demands within operational risk
• Define and set risk appetite and strike the right balance to ensure a risk mitigation
• Implement AI-powered risk automation from threat intelligence to decision making
• Overcome data complexities and centralizing risk data for AI-driven insights
• Evaluate risk oversight and mapping dependencies to create a holistic risk governance model

Best Practices and Case Studies from:

• Ine Lolomari, Managing Director – Head Capital Markets Operational Non-Financial Risk, BMO
• Michael Bochniarz, Head of Enterprise Risk Management and Third Party Risk Management, Cross River
• Stephen Woitsky, Executive Director, Operational Risk Business Oversight Officer, Wells Fargo
• Chris Olson, Head of Operational Risk Management, MassMutual
• Randy Howell, Head of Brokerage Risk Management, Robinhood
• Yana Lipnitsky, U.S. Head of First Line Operational Risk Assessment and RCSA, Scotiabank

For more information and registration discounts please contact: Ria Kiayia, Marketing Manager Digital Media and PR at [email protected] or visit https://shorturl.at/rKbOa

EuroFinance | 15th-17th. October 2025 | Budapest

Join the world’s most influential treasurers at the 34th annual EuroFinance International Treasury Management from October 15th-17th. This year’s theme —Inspiring innovation, igniting intelligence— will showcase cutting-edge technologies and transformative solutions including real-world AI tactics used by leading treasurers. 

Reasons to attend:

• 2,200+ senior attendees: 50+ countries represented, with over 65% in leadership roles
• NEW! Treasury Inspiration stage: practical, fast-paced insights on next-gen technology application
• 150+ visionary speakers across six key streams including risk, financing and liquidity and cash management 
• NEW! AI and Automation stage: actionable takeaways from real-life implementations
• Big-picture main stage topics: stay informed, agile, and prepared in the face of financial, technological and political change 

This year’s keynote will be José Manuel Barroso, former Prime Minister of Portugal and President of the European Commission. Barroso will provide unparalleled insights on the crucial interplay of geopolitics, trade, and global finance in a discussion you won’t want to miss.

For the latest agenda and confirmed speakers, visit the website here.

Book by Friday, July 25th 23rd for the early- bird rate. TXL subscribers get an extra 10% member discount with code: MKTG/TXL10

REIMAGINING BANKING: HARNESSING TECHNOLOGY AND COLLABORATION TO DRIVE INNOVATION AND INCLUSIVITY

Uniglobal is set to host the highly anticipated 5th Digital Banking Summit, promising an immersive exploration of the digital banking landscape and strategies to navigate the ever-evolving financial terrain. With a diverse lineup of topics and esteemed international speakers, the two-day event is a must attend for industry professionals with the insights and tools needed to thrive in the digital age of banking.

The summit will delve into a variety of hot topics, ranging from cybersecurity and regulations to AI and the future of digital identity and embedded finance. Attendees can expect to gain valuable insights into cutting-edge technologies, emerging trends, and innovative strategies reshaping the future of finance.

Among the topics to be covered are discussions on open banking, hyper-personalization, bridging the gap between legacy systems and modernization. Additionally, sessions will explore crucial issues such as financial inclusion, data monetization, customer-centric innovations, and crypto, instant transfers and banking.

The summit will feature an impressive lineup of speakers comprising industry leaders and experts from renowned financial institutions and organizations from JPMorgan Chase, Wells Fargo, Rabobank, Bank of America, Revolut, HSBC, Santander, Barclays, UBS, Intesa Sanpaolo, Citi, BBVA, and Goldman Sachs.

In an era marked by rapid technological advancements and shifting consumer preferences, the 5th Digital Banking Summit serves as a pivotal platform for industry stakeholders to stay on top of the latest developments, forge strategic partnerships, and chart a course towards a more resilient, customer-centric, and digitally-driven financial future. Don’t miss out on this opportunity to gain a competitive edge in the dynamic landscape of digital banking.

Date – October 26/29, 2025

Money20/20 USA is the world’s greatest most influential gathering of the global money  ecosystem including banks, payments, tech, startups, retail, fintech, financial services,  policy, and more. 

This is where you will accelerate deals, build partnerships, raise your profile and make  breakthroughs with fintech’s most senior audience (1 in 3 C-Suite attendees). This is where you come to grow your business. Join now and use code TXL250 to save $250 off your pass.

Amsterdam. Netherlands | November 17th-19th 2025 | From €2,895+21% VAT (treasury XL subscribers can benefit from 25% off the published rate > Use code: TA/25)

treasury XL subscribers can benefit from 25% off the published rate > Use code: TA/25

More information can be found here.