Date: November 2, 2026
Time: 11:00 AM – 1:00 PM ET
Location: Deloitte office, 8 Adelaide Street W#200, Toronto, Room 5P-201/202
Join industry leaders for a forward-looking discussion on the future of Global Transaction Banking as artificial intelligence, digital infrastructure, and evolving client expectations reshape the financial services landscape. As banks navigate geopolitical uncertainty, real-time payments, digital trade, regulatory complexity, and rising demands for efficiency, AI is moving from experimentation to practical application across payments, trade finance, treasury services, and cross-border transactions. Through a Canadian and global perspective, experts will explore how intelligent automation, interoperable data standards, and embedded banking experiences are transforming the way institutions and clients interact, while addressing the governance and trust needed to support innovation. Save the date for this timely conversation on the opportunities, challenges, and priorities that will define the next generation of transaction banking.
Attendance is on an invite-only basis. Guests will receive an email invitation with a request to RSVP for the Breakfast Briefing. Please RSVP as soon as possible, as seats are limited.
11:00 AM - 1:00 PM EST
Global Transaction Banking is entering a period of profound transformation. Geopolitical fragmentation, evolving supply chains, real-time payments, digital trade initiatives, rising fraud and compliance pressures and higher client expectations are forcing banks to rethink longstanding operating models. At the same time, recent advances in artificial intelligence are accelerating the digitization and process automation that have traditionally remained manual and document-intensive. This discussion will explore how AI is moving from experimentation to practical application across payments, trade finance, treasury services, and cross-border transactions. The panel will examine how intelligent workflows, interoperable data standards, and embedded banking experiences could fundamentally change how institutions and clients interact. Through a Canadian and global lens, panelists will discuss where the greatest value may emerge, what barriers remain, and how transaction banks can modernize without compromising trust, governance, or regulatory discipline. Attendees will leave with a practical view of how AI, digital infrastructure, and changing client demands are shaping the next generation of Global Transaction Banking — and what professionals across the industry should prioritize now to stay competitive.
Moderator
Chana Schoenberger
Editor-in-Chief of American Banker
Panelists
Giorgia Anton
Managing Director & Head, Payments
CIBC Capital Market
Lucy Li
Managing Director, Industry Advisory, Financial Services
Microsoft
Saba Shariff
Senior Vice President, Chief Strategy, Product & Innovation Officer
Symcor
Lisa Durnford
Head of AML Compliance Solutions
Sardine
