HKIB Annual Banking Conference 2023

Agenda

Morning Plenary (9:00am - 12:15pm)

9:00am

Welcome Remarks

Carrie LEUNG, Chief Executive Officer, The Hong Kong Institute of Bankers

9:10am

Opening Keynote Speech

Michael WONG Wai-lun, GBS, JP, Acting Financial Secretary, The Government of the Hong Kong Special Administrative Region

9:25am

CBA MOU Signing

9:35am

Conferment Ceremony of the Honorary Certified Banker

9:45am

CEO Panel: Transforming Banking in an Uncertain Landscape

Panelists:

Diana CESAR, JP, Hon. Certified Banker, Executive Director and Chief Executive,
Hang Seng Bank Limited

Christine IP,Hon. Certified Banker, CEO - Greater China, United Overseas Bank Ltd.

Ronald IU, Chief Executive Officer, ZA Bank Limited

Hugo LEUNG,
Chief Executive Officer Hong Kong, BNP Paribas

Moderator:

Tze Ping CHNG, Hong Kong Financial Services Market Leader, EY

10:35am

Coffee Break

11:05am

Regulatory Updates

Arthur YUEN, JP, FHKIB, Hon. Certified Banker, Deputy Chief Executive, Hong Kong Monetary Authority
and Chairman, Executive Committee, The Hong Kong Institute of Bankers

11:35am

Award Presentation Ceremony of Talent Development Excellence Award 2023

11:50am

HKIB Annual Banking Customer Survey - Decoding Customer Sentiments and Uncovering the Pulse

Unveil the insights derived from the annual bank customer survey covering customer behaviour, preferences, satisfaction levels, channel usage, investment appetite, as well as industry and economy outlooks.

Chris FARQUHAR, Managing Partner, Cimigo

12:15pm

End of Morning Session

Luncheon will be provided for full day attendees.

Afternoon Sessions

Stream 1: Banking Business

1:40pm

Panel Discussion: Driving Sustainable Transformation: The Crucial Role of Banks in HK's Green Finance and Greentech Center + Exploring Blue Bonds Potential

Banks' Role in Enabling Environmental Obligations & Sustainability Goals

Catalyzing HK's Green Finance Hub & Scaling Green Products

Tackling Challenges: Greenwashing, ESG Data, Net-Zero Transition

Innovating with Blue Bonds for Marine & Ocean Projects

Driving Positive Impact: Environmental, Economic, & Climate Benefits

Panelists:

Tracy WONG HARRIS, Managing Director, Head of Sustainable Finance Asia,
Standard Chartered

Cho-hoi HUI, Head (Banking Policy Division),
Hong Kong Monetary Authority

Taie WANG, Chief Sustainable & Emerging Business Officer,
Hang Seng Indexes Company

Moderator:

Eugène GOYNE, Partner and APAC Financial Services Regulatory Leader, EY

2:30pm

Panel Discussion: Unlocking the Potential: Exploring Cross-Boundary Financial Services in the Greater Bay Area

Analyzing the evolving landscape of cross-boundary financial services in the Greater Bay Area

Post Covid - Identifying the key customer segments within the Greater Bay Area and their specific needs (Understanding the factors driving changes in demand)

Developing tailored products and services to cater to the demands of GBA customers (Wealth management, Insurance, Financing)

Identifying innovative solutions and emerging technologies to enhance customer experience

Practical challenges and solutions (Culture, Marketing, Talents)

Navigating cultural differences and adapting business practices for success in the GBA
Overcoming talent-related challenges
Developing effective marketing strategies to target and engage customers in the GBA

Panelists:

Arnold CHOW, Deputy General Manager,
Bank of China (Hong Kong)

Danny CHU, Head of Index Strategic Research,
Hang Seng Indexes Company

Edward MONCREIFFE,
Chief Executive Officer, HSBC Life (International) Limited and
Former Chairman, Hong Kong Federation of Insurers

Moderator:

Bruno LEE, Founder, BIG Family Limited

3:20pm

Coffee Break

3:50pm

Panel Discussion: Banking on Digital Assets: Exploring Opportunities, Overcoming Challenges, and Getting Started

Discuss the growth and potential of the digital assets market for businesses

Navigating regulatory landscapes for digital assets business

An overview of the essential tools, platforms, and technologies

Panelists:

Dave CHAPMAN, Co-founder,
OSL

Nike KONG, Head of Innovation,
Hang Seng Bank Limited

Vince TURCOTTE,
Co-Chair, Global Digital Assets Committee for APAC Region,
FIX Trading Community, and
Consulting Adviser, Digital Assets, Cognitive GRC

Moderator:

Irene LEE, Board of Directors, Head of GBA, Fintech Association of Hong Kong, and
Head of Retail, Fintech and Private Wealth Management Compliance, Huatai Financial Holdings (Hong Kong) Limited

4:40pm

End of Event

Stream 2: Digital Banking and Innovation

1:40pm

Presentation: Securing Mobile Access Channels for Banking Services in The POST-COVID Era

Albert CHING, CISSP, CISA, Vice-Chairman and Chief Technology Officer
i-Sprint Innovations Pte Ltd

2:05pm

Panel Discussion: The Evolution of CBDC and Its Transformative Influence on Corporate and Retail Banking

Key features and potential benefits of CBDC

Regulatory considerations and challenges in implementing CBDC

Potential use cases and practical applications of CBDC

Preparing for the future: strategies for banks to adapt to the era of CBDC

Panelists:

Barry CHAN, Chief Digital Officer and Head of FINNOSpace,
Forms Syntron Information (HK) Limited

Eddie LAU, Chief Executive Officer & Executive Director,
Arta TechFin Corporation Limited

Gilbert LEE,
Head of Strategy & Planning and Chief of Staff to Chief Executive,
Hang Seng Bank Limited

Kelvin LI, Head of Global Fund Platform,
Ant Group

Moderator:

Leonie TEAR, Counsel, King & Wood Mallesons

2:45pm

Presentation: AI and the Future of Banking: Exploring the Impact on Operations and Digital Transformation

Karen KO,
IBM Partner, Business Transformation Services Leader, IBM Consulting
IBM China/Hong Kong Limited

3:10pm

Coffee Break

3:40pm

Panel Discussion: Reimagining the Way Banks Do Business - Generative AI, Data and Cloud

Generative AI's transformative role - Exploring innovative applications and strategic shifts

Uncover the impact of data utilization on banking strategies

The benefits and challenges of transitioning banking operations to the cloud

Panelists:

David CHEN, Partner, Technology Consulting,
EY

Abhishek TIWARI, Head of E Design,
Fubon Bank (Hong Kong) Ltd.

Lareina WANG, Executive Director,
Head of Digital and Innovation Institutional Banking Group,
DBS Bank (Hong Kong) Limited

Nick WILDE, Managing Director, APAC,
Thought Machine

Edward WU, Group Head of Business Intelligence,
WeLab

Moderator:

Jame DIBIASIO, Founder & Editor, DigFin Group

4:20pm

Panel Discussion: Web3 in Banking: Opportunities, Use Cases and Adoption Barriers

Introduction to Web3 and its key principles

The potential of Web3 technologies in banking and its impact on traditional banking

Opportunities for enhanced customer experience and financial inclusion

Challenges and considerations for adopting Web3 in banking

Panelists:

Giselle LAI, Associate Investment Director, Digital Assets,
Fidelity International

Kevin LEUNG, Founder and Director, Liquid

Medhy SOUIDI, Head of Transformation & Ecosystems,
Strategy & Transformation, DBS Bank (Hong Kong) Limited

Andrew WONG, Executive Director,
Senior Business Strategist, Group Strategy APAC, UBS AG

Moderator:

Neil TAN, Chairman, FTAHK and Member of Web3 Task Force, HKSAR
Managing Partner, Tsunami Advisors Limited

5:00pm

End of Event

Stream 3: Regtech and Compliance

1:40pm

Panel Discussion: A Gear Shift for AML Transformation: Regtech, Suptech, and Data Analytics

Redefining AML oversight with data-centric approaches

Shift in assessing AML effectiveness and efficiency; banks' responses to evolving dynamics

Convergence of Suptech and Regtech to manage ML/TF risks

Tech solutions and shared best practices for optimal deployment

Panelists:

John DENG, Director, Head of Commercial,
HKSAR & Deputy General Manager, China,
Dun & Bradstreet

Shirley LIANG,
Head of Strategic Planning and Digital Transformation,
Legal Compliance and Financial Crime,
DBS Bank (Hong Kong) Limited

Stewart MCGLYNN, Division Head, Anti-Money Laundering and
Financial Crime Risk, Hong Kong Monetary Authority

Moderator:

Josh PLANT, Director, Data Analytics, Deloitte China

2:25pm

Panel Discussion: AI and Automation in Risk Management and Compliance

Exploring the latest trends and advancements in Regtech solutions

Use cases of AI and automation and their benefits and limitations

Integrating AI and automation with existing risk management systems and processes

Panelists:

Clarence CHEUNG,
Global Head of Non Financial Risk Analytics, Wholesale Banking,
The Hongkong and Shanghai Banking Corporation Limited

Patrick JIA,
Chief Executive Officer,
PingAn OneConnect Credit Reference Services Agency (HK) Limited.

Millie PAU, Chief Compliance Officer, WeLab Bank

Ramanathan SIVABALAN, Director of Market Planning,
APAC Financial Crime Compliance and Payments,
LexisNexis Risk Solutions

Moderator:

Samuel LUNG, Partner, Financial Services Business Consulting
EY

3:05pm

Coffee Break

3:35pm

Panel Discussion: Achieving ESG Compliance, Managing Risks, and Governing Data Responsibly

Define ESG compliance and its relevance in today's business landscape

Mitigating Risks through Effective Risk Management

Data Governance: Ensuring Integrity and Transparency

Achieving Synergy: Integrating ESG, Risk Management, and Data Governance

Leveraging on technology to facilitate the development of sustainable finance

Recent developments on sustainable finance

Panelists:

Frank HEUNG, Head of Structured Finance,
Commercial Real Estate & Corporate Advisory,
Hang Seng Bank Limited

Michele LEUNG, Executive Director, Head of Greater China ESG & Climate
MSCI

Melissa POON, Head of ESG Risk,
OCBC Bank (Hong Kong)

Moderator:

Brian TANG, Founder, ACMI and LITE Lab@HKU, and Member of the Board of Directors, FTAHK

4:15pm

Panel Discussion: Is Your Compliance Department Effective? Measuring the True Value of Compliance

Explore data-driven approaches for compliance leaders to gauge the effectiveness

Examine the challenge of aligning employee behavior with organisational goals, and how this influences the measurement of compliance value

Panelists:

Alan CHAN,
Healthcare Compliance Officer,
Johnson & Johnson (Hong Kong) Limited

Ashok M. JOHN,
Managing Director,
JPMorgan Chase Bank, NA Hong Kong

Cyril MAK,
Head of Financial Crime & Security Services,
DBS Bank (Hong Kong) Limited

Hestie REINECKE,
Chief Compliance Officer, Prudential plc

Moderator:

Yuichiro MITSUTOMI, Co-Head of Integrated Risk Management, Asia, AlixPartners

5:00pm

End of Event

The programme and speakers are subject to change.

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