Presenters - Financial Services Executive Summit | SAS

The 2013 SAS Canada Financial Services Executive Summit has concluded.  To add your name to the invitation mailing list for the 2014 Summit, please email

Conference Moderator:
Mark Jeffries, Strategic Communications | Soft Skills Expert

In highly competitive situations, you need to stand out, get noticed, and be remembered. Strategic communications and “soft skills” expert Mark Jeffries teaches audiences how to make smart moves that bring success. A trusted advisor to global blue chip corporations and non-profit organizations alike, Mark shares his insight into how verbal communications and body language can make or break you in business.

A former Merrill Lynch stockbroker Mark is the bestselling author of What's Up with Your Handshake? and The Art of Business Seduction, and regularly appears as an image and communications expert on network television news and lifestyle programs such as NBC’s The Today Show, BBC News, Fox Business and Sky News. He was also the featured expert on “Secrets of Body Language” a two-hour special that aired on the History Channel.

Some of Mark’s notable clients include Ernst & Young, Microsoft, IBM, Zurich Insurance, HP, Merrill Lynch, Cognos, Boeing, Royal Bank of Canada, HSBC, GSK & Roche.

Angus Ross, Head of Portfolio Management & Optimisation,
The Westpac Group

Angus Ross is a highly qualified senior executive with more than 17 years' experience leading large-scale transformation programs across financial services, telecommunications and technology industries. This experience, complemented by his legal and finance background, includes successfully delivering strategic programs for Westpac, Citigroup, Telstra, Cap Gemini and Ernst & Young.

Angus is currently the Head of Portfolio Management and Optimisation at Westpac Banking Corporation. This role is responsible for optimising the delivery of all strategic transformation programs across Westpac's Retail Bank.

Angus has also led the Westpac's most recent data driven customer experience initiatives, including:

1. Analytical customer relationship marketing program (KnowMe);

2. Customer profitability program; and

3. Contact Centre optimisation program.

Earlier in his career Angus managed strategic transformation programs for Commonwealth Bank of Australia, Coca-Cola Amatil, Chevron Texaco and Intel during his time as a management consultant.

Jill Dyché, Vice President, SAS Best Practices,

Jill Dyché is an acknowledged speaker, author, and blogger on the topic of aligning IT with business solutions. As the Vice President of SAS Best Practices, she speaks, writes, and blogs about the business value of analytics and information. Prior to being acquired by SAS subsidiary DataFlux in 2011, Jill was a partner and co-founder of Baseline Consulting, where she combined the roles of best-practice expert, industry gadfly, key client advisor, and all-around thought leader. At both firms, she has led client strategies and market analysis in the areas of data governance, business intelligence, master data management, CRM, and big data. Jill has counseled executive teams and boards of directors on the strategic importance of their information investments. Executives from companies including Charles Schwab, Verizon, and Microsoft have relied Jill’s counsel for data strategy planning and execution.

Jill’s first book, e-Data (Addison Wesley), has been published in eight languages. Her book, The CRM Handbook (Addison Wesley), is the bestseller on the topic. Jill has contributed to a range of other books and her work has been featured in major publications such as Computerworld, CIO Magazine, the Wall Street Journal, the Chicago Tribune and Jill’s latest book, Customer Data Integration: Reaching a Single Version of the Truth (John Wiley and Sons), was co-authored with Evan Levy, and shows the business breakthroughs achieved with integrated customer data. The book features case studies from Royal Bank of Canada, Intuit, AARP, ING Insurance, and Amgen, among others.

Jill is a featured speaker at industry conferences, university programs, and vendor events. She judges several best practices awards, is a member of the Society of Information Management, and is on the faculty of The Data Warehousing Institute. She is also a blogger for Harvard Business Review ( and writes the popular In the Biz blog at

Marianne Seiler, Ph.D., Senior Principal, Financial Services Analytics,
Accenture Analytics

Marianne Seiler is currently a senior principal in Accenture’s Financial Services Analytics practice.  She leads the firm’s offerings in distribution, marketing and sales analytics in North America. Her specialty is in customer, marketing and sales analytics. Marianne works with her client’s marketing, sales and customer service executives to drive growth and shareholder value through the application of analytics. Her special expertise is in helping clients restructure organizations, re-engineer processes, implement enabling technologies and establish performance metrics necessary to convert ‘analytic insights into market actions’.

Previously, Marianne held the role of global Marketing Operations practice lead in Accenture’s CRM practice. Before joining Accenture, Marianne worked in the media/entertainment and telemarketing industries.

Marianne has been active in research and writing with a special focus on data-driven marketing, high performance customer management and application of analytics in customer-facing functions.  In addition to her role at Accenture, she is part of the faculty at Northwestern University’s Master in Predictive Analytics program.

Marianne has a doctorate in management from Claremont Graduate University, an MBA from University of Texas at Austin and a Bachelor in Fine Arts – Journalism from Southern Methodist University.  Her doctoral research examined the impact of organizational characteristics on successful data-driven customer management.

Dr. Sanjiv Talwar, MD, Risk Capital & Stress Testing,
Bank of Montreal

Dr. Sanjiv Talwar is the Head of Risk Capital & Stress Testing at the Bank of Montreal where he is responsible for overseeing the determination of capital demand, including economic and regulatory capital, for the enterprise.  He is also responsible for increasing the embeddedness of stress testing as a management tool within the enterprise.  Prior to joining BMO, Sanjiv held key positions with OCBC Bank in Singapore, CIBC in Toronto and Commerzbank Securities in London.  While at OCBC Bank he was responsible for the market risk oversight of the trading and banking books, the asset/liability management (funding and liquidity risks), product control (P/L verification, stop/loss monitoring, valuation reserves) and the model validation for market models.  At CIBC, Sanjiv had responsibility for the Basel II regulatory capital and economic capital associated with all banking book credits.  At Commerzbank Securities, he held the position of Head of Quantitative Research and Financial Engineering as well as Head of eCommerce.  Sanjiv holds a Ph.D. in Aerospace Engineering from the University of Illinois at Urbana-Champaign.

Leon Bloom, Partner, Enterprise Risk,

Leon is Deloitte’s Enterprise Risk Canadian Financial Services industry leader. He is recognized globally for his thought leadership and expertise in assisting financial institution clients with risk and capital management solutions. In addition to his current role, Leon has served several terms as an Executive Board member of the firm’s Global Financial Services Industry (GFSI) practice and has also served as the firm’s GFSI Global Deputy Managing Partner.

Leon specializes in the area of risk and capital management including in the asset management, property & casualty insurance, life insurance, reinsurance and banking sectors. He has extensive experience globally advising regulators, deposit insurers, financial institutions and rating agencies on issues pertaining to governance and regulatory supervision and risk and capital management including for Basel II, Basel III, Solvency II, economic capital and rating agency ratings.

Paul Skippen, Partner, Capital Markets and Regulatory Consulting,

With over 17 years of experience, Paul is a Partner in Deloitte’s Enterprise Risk Services practice leading the National Risk Transformation Practice – a specialized management consulting and technology practice that designs and builds risk regulatory and compliance capabilities. Focus areas include Finance & Operations, Treasury, Risk Management, Compliance and Financial Crimes.

In addition, Paul leads Deloitte’s Governance, Risk & Compliance Integrated Market Offerings across all industries and service lines within Canada.

Prior to joining Deloitte, Paul was a member of senior leadership on two different teams who won “Global Client Excellence Award”.

Vince Dell’Anno, Managing Director, Emerging Technology Innovation – Data Domain

Vincent is a Managing Director in Accenture’s Emerging Technology Innovation organization with global responsibility for its Data practice. He also serves as a member of the Accenture Analytics global leadership team.

As Accenture’s Big Data practice lead, Vincent manages a global team of technologists and data scientists that leverage new and emerging technologies to help clients manage and leverage large volumes of data to drive high performing analytic-driven outcomes, cost effectively at scale. 

Vincent has a BA in Economics from Dickinson College and an MBA from the George Washington University School of Business. He is also a member of the Big Data Executive Board helping to set the direction and content of CDM Media’s Big Data Summit.

Lori Bieda, Executive Lead, Customer Intelligence
SAS Americas

Lori Bieda is a marketing and analytics executive with 20 years of experience devoted to driving profitable business growth through the strategic use of customer intelligence. Having worked across North and South America, she’s helped Fortune 500 organizations in the financial services, insurance, telecommunications, technology, publishing, retail and manufacturing sectors evolve their marketing and analytics expertise.  She spent over a decade in the Canadian financial services sector working for top banks like CIBC and BMO where she held increasingly senior positions overseeing functions related to: credit card marketing, acquisition, retention, up/cross-sell, price optimization, revenue/risk/price trade-off management, customer segmentation, and alliance partnerships. Prior to joining SAS she was Vice President of Client Insights and Database Marketing at CIBC where she was responsible for management of all direct marketing, enterprise analytics, measurement, and market research across the bank. In that capacity, she also helped develop the retail bank strategy, leveraging the vast array of customer and market insights to isolate business trends and opportunities.

Lisa Ritchie, SVP Customer Knowledge & Insights

Lisa Ritchie is responsible for identifying, measuring and reporting on customer data and information management and enhancing the Bank’s insight into each customer’s holdings, attitudes and behaviours for business lines, channels, and key segments across the Canadian Bank and Wealth Management.

This includes: Customer Loyalty Measurement, Business Line Research, Consumer/Customer Insights and Trends, Brand/ Communication Measurement, Ownership of Enterprise Data Warehouse, Predictive Modeling and Pricing Optimization, Customer Interaction Management and Measurement, Advanced Analytics and Decision Support

Lisa joined Scotiabank in 2000 as a Vice President. Prior to Scotiabank, Lisa spent 2½ years at CIBC as Director of Business Line Research where she was responsible for all aspects of primary and syndicated research applicable to all Retail and Commercial Banking. Prior to CIBC, Lisa also held a Senior Vice President position at Decima Research/Hill and Knowlton where she was responsible for the financial services research practice. Lisa also spent 10 years at TD Bank where she had responsibility for various functions within the Bank’s Marketing division.

Anthony Klick, Partner, Head of Banking Strategy,

Anthony Klick is a Partner in PwC Toronto and Head of Banking Strategy and Customer Experience. He brings a combination of industry and consulting experience working with financial services clients in North America and globally (Asia and Europe).

Anthony has over 30 years of experience in financial services working in banking, capital markets and payment companies.  Anthony’s work has spanned across all aspects of financial services from business strategy, channel optimization and design (online/mobile banking), sophisticated customer analytics, banking platform implementations to business change management, business process redesign, and back office operational efficiency improvement.   Over the years, he has worked with clients to design and implement sophisticated enterprise wide customer experience models to improve customer retention and product penetration.  Anthony has also assisted global clients in bank due diligence, merger and integration work.

Dan Soto, Chief Compliance Officer
Ally Financial Inc.

Dan is the Chief Compliance Officer for Ally, where he is responsible for Ally’s enterprise-wide compliance activities.  

Before joining Ally, Dan spent two years with Wachovia/Wells Fargo in anti-money laundering and retail banking compliance; was for three years the Chief Compliance Officer for Royal Bank of Canada–Centura; and spent eight years with Bank of America in the global anti-money laundering compliance function.

Prior to joining the private industry, Dan was in the public sector as a commissioned bank examiner where he spent six years with the FDIC and nearly 10 years with the Federal Reserve Board.

Dan is based in Charlotte, North Carolina; is a faculty member of the American Bankers Association’s National Compliance School; and is on the advisory boards of the Association of Certified Anti-Money Laundering Specialists and the BSA Coalition.

Event Details

November 21, 2013

8:30am - 3:00pm

The Arcadian Court, Toronto


The content shared at this event is designed for senior executives (vice president and up).

Registration for this event and all meals are complimentary; however, we reserve the right to limit attendance based on available space.

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