U.S.-Canada Financial, Economic, and Investment Executive Forum

 April 12, 2023

TD Garden, The Legends Room, Boston, MA 

Did you know that the United States and Canada have the world’s largest bilateral trade and investment relationship at U.S. $1.7 Trillion?

The New England-Canada Business Council (NECBC) invites you to join us at this year’s in-person Executive Forum at the TD Garden’s Legends Room where Canadian and American financial, economic and investment executives and thought leaders will focus on:

• Our regional economic and business outlook and key market drivers
• Looking to the North for business expansion, capital raising, and strategic partnering opportunities
• How advancing technology in real-time digital transactions, artificial intelligence (AI), blockchain, and cybersecurity is fundamentally changing financial services for all consumers in North America and globally

Be part of this year’s in-person Executive Forum and benefit from this unique annual cross-border learning and executive networking opportunity!

Click Here to Learn More About Our Speakers!

Top 3 Reasons to Attend

1. Learn from North American financial, economic, investment, and technology leaders about cross-border business expansion and partnering opportunities, and key trends impacting you and your business.

2. Engage and connect with senior executives, decision-makers, and experts driving the future of North America’s financial services sector.

3. Help shape the rapidly changing financial services industry by being an active participant in our forum’s discussion.

Agenda At-A-Glance

10:00 a.m. – 10:40 | Forum Registration and Networking

10:40 a.m. – 10:45 | Forum Welcome

• Peter Howe, President, NECBC and Senior Advisor at Denterlein

• Amy Latimer, President, TD Garden

10:45 – 11:50 p.m. | Session 1 Roundtable:  Looking to the North as an Opportunity for Business Expansion    

Cross-border trade and investment leaders and subject matter experts will address the following key topics and more:

• Corporate and Tax Structure for a Canadian Subsidiary.
• Accessing Financing- Public and Private.
• Structuring a Cross-Border Debt and Equity Investment.
• Cost of Doing Business in Canada.
• Canada Securities Law
• Talent - Quality of Canadian Employees 
• Moving U.S Citizens to Canada - Canadian Immigration Law

Moderator: Hon. Rodger Cuzner, Consul General of Canada to New England

Panelists:

• Dan Silverman, Vice President for Foreign Direct Investment, Invest Quebec
• Julie Lessard, Partner, Head of the Business Immigration Group, BCF Business Law, Montreal
• Matthew Cumming, Managing Partner, New York Office, McCarthy Tetrault

11:50 a.m. – 12:05 p.m. | Short Stretch Break and Seating for Luncheon 

12:05 p.m. – 12:50 | Luncheon Keynote Fireside Chat with Beata Caranci, Chief Economist and Senior Vice President, TD Bank Group and Moderator Janet Wu, Anchor/Reporter, Bloomberg News

A Wide-Ranging Discussion of the North American and Northeast Regional Economic and Business Outlook and Key Market Drivers

Fireside Chat Introduction: Sheryl L. McQuade, Regional President, New England, TD Bank

12:50 – 12:55 p.m. | Short Stretch Break

Session 2 Roundtable Introduction: Marie-Claude Francoeur, Québec Delegate to New England

12:55 –2:00 p.m. | Session 2 Roundtable: How Technology Is Changing Financial Services – The Future is Now   

Canadian and American executives, subject matter experts, and thought leaders in technology innovation trends and solutions will address the following key topics and more:

• Growth in real-time digital transaction capabilities
• Artificial Intelligence - Impact on loan approval, customer service, fraud detection, and other key business processes in financial services
• Blockchain - Its rapid expansion in the financial services sector
• Next Generation Cybersecurity – Staying ahead of the curve
• What will financial services look like in 2030?

Moderator: Matthew P. Doring, Chair, Corporate and Transactions Department, Nutter

Panelists:

• Vishal Gossain, Practice Leader, Risk Analytics and Strategy, EY Canada           
• Jonathan Doskocil, Head of Business Management and Execution, TD Bank
• Jenna Surface, Director, Digital Assurance & Transparency, PwC
• Eric Lemieux, Co-Found, Wealthica/Vezgo

2:00 p.m. | Closing of Forum

Individual Registration Fees ($U.S.)

Members - $45
Non-Members - $90
Government / Academia - $45
Non-Member Individual Membership Special - $225 (includes individual member dues through 7/1/24 and one event registration)