Wednesday November 12 2025
Richmond Hill Country Club, 8905 Bathurst St, Richmond Hill Ontario
COFFEE: 8:30 - 9:00 AM MEETING BEGINS: 9:00 AM
RSVP AT NCFEF.COM (free for members $200 for non-members)
An Economic Update During Uncertain Times
Dan North, Senior Economist, Allianz Trade North America
Since 1996, Dan North has been with Allianz Trade, the world's oldest and largest credit insurance company. As the company's senior economist for North America, he uses macroeconomic and quantitative analyses to help manage the Allianz Trade risk
portfolio of over $170B in U.S. trade transactions.
As one of the leading U.S. economists, Dan North has appeared on CNBC, Fox Business News, ABC News Now, France 24, and Bloomberg Radio and Television. He has been quoted by USA Today, Barren's, Bloomberg Business Week, The Washington Post,
Paris Le Monde, and The Wall Street Journal. After having predicted the 2008/2009 recession and its implications accurately, Dan North was ranked 4th on Bloomberg's list of the 65 top economic forecasters in 2010.
When Intelligence Meets Uncertainty: Al's Impact on Risk
Lois Tullo ICD.D MBA CPA - Schulich School of Business
The session will explore the intersection of Artificial Intelligence and Risk—two domains that are rapidly converging and transforming the landscape of credit risk management in Canada. As we face a growing number of emerging threats—from extreme
weather events and geopolitical uncertainty to rising cybercrime, climate-driven supply chain shocks, and increasing household debt—Al offers both promise and peril. In this session, we'll unpack what Al means for your organizations, how it can enhance your
credit risk functions, and what to watch for as Al becomes embedded in the very fabric of risk management.
Lois Tullo is an expert in the area of risk, finance, compliance and corporate governance. She has over 30 years of business experience spanning financial services, technology, cryptocurrency, telecommunications, strategy consulting, raising venture capital,
M&A, and natural resources. Lois is a faculty member at the Schulich School of Business, York University, where she teaches risk management, cyber security, data and IT risk, and financial services to various programs. She is the author of the whitepaper
Enterprise Risk Management -Canadian Best Practices, and was previously CFO for CIBC Finance Inc. where she was responsible for a $6 Billion credit portfolio.
Addressing Persistent Themes and Patterns in Difficult Times
Haze Schepmyer - Life-Event Transitions Mediator
Creating capacity for shifting reactive responses to proactive practices can be decisive for seasoned credit and financial professionals. Whether you're managing teams or supporting clients, this interactive session can offer opportunities for navigating
redundant and repetitive themes that impact efficiency as well as effectiveness in your organization.
Haze Schepmyer, a Life-Event Transitions Mediator, will facilitate this collaborative conversation designed for sharing individual stressors, leveraging collective strategies and harnessing community strengths across credit and general business management.
