GTA SYMPOSIUM
November 13, 2024
8AM-12:30PM
The Countdown is On!
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Agenda
8:00 AM
Registration, Hot Breakfast and Mini Trade Show
Exhibitors:
Lendfinity, First National, MCAN Home, Riverrock, Home Trust, EQ Bank, Equifax, Blu Mortgage, Hosper, Alta West, CMI, Axess Law, Oppono, VWR, Haventree, Bridgewater, CWB, CMLS, Deeded, Vault, Community Trust, Strive, and more!
8:50 AM
Opening Remarks
Welcome on behalf of CMBA Ontario
9:00 AM
Cyberattacks: Not Top-of-Mind...Until They Happen to You
Speaker:
- Tom Hall – Blu Mortgage, Co-CEO
9:30 AM
Fraud Trends, KYC Compliance & Adhering to FINTRAC Guidelines
Speaker:
- Cherolle Prince – Equifax, Director Fraud Consulting
10:00 AM
Coffee Break and Mini Trade Show
Exhibitors:
Lendfinity, First National, MCAN Home, Riverrock, Home Trust, EQ Bank, Equifax, Blu Mortgage, Hosper, Alta West, CMI, Axess Law, Oppono, VWR, Haventree, Bridgewater, CWB, CMLS, Deeded, Vault, Community Trust, Strive, and more!
11:00 AM
Identity Verification by Treefort: Enhance your KYC
Speaker:
- Kristen Dawson – Treefort Technologies, Director of Customer Experience
11:45 AM
Presentation Coming Soon
Speakers:
- TBA
Meet Our Speakers
Our speakers bring a wealth of knowledge and experience from various sectors of the mortgage industry. Get to know the professionals who will be sharing their insights at our event.
Tom Hall
Co-Founder, Blu Mortgage
Tom is the founder of Canada’s #1 mortgage CRM, BluMortgage and has been named a CMP Rising Star for 2024. Tom is also the host of the popular podcast Mortgage Tech Talks.
Cherolle Prince
Director Fraud Consulting, Equifax
Cherolle is a financial crime professional with over 20+ years of experience in the Canadian financial industry. She has extensive experience in retail, small business and commercial banking fraud and was responsible for the development and execution of fraud strategy (Canadian and U.S.) at two major Canadian financial institutions. At Equifax, Cherolle leads a team of analytic consultants that provide data and analytics expertise to help customers solve complex business problems related to fraud.
Kristen Dawson
Director of Customer Experience, Treefort Technologies
Kristen is a key member of the Senior Leadership Team at Treefort Technologies as the Director of Customer Experience. In this capacity she oversees the Treefort customer support team, customer onboarding, and manages Treefort’s integration clients as well as plays a key role in Treefort marketing efforts. Kristen brings a wealth of knowledge to Treefort’s Team having worked in customer service for over 16 years, including 10 years in management. Her educational background is in marketing and advertising. When she is not spending time with her husband and two daughters, she enjoys working on DIY projects.
Our Sponsors
Thank you to all of our generous sponsors!
Exhibitors
