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

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

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

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!

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Exhibitors

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