The global banking and financial services sector is rapidly transforming due to waves of digital disruption enabled by emerging financial technologies (FinTech). By leveraging key technologies, FinTech startups are challenging incumbent financial institutions by launching internet-based, mobile financial products and services that target lucrative profit pools. Even though FinTech startups are capturing market share, incumbents – such as banks, credit card companies, and investment advisors – can leverage the same technology assets to protect themselves from disruption while strategically forming partnerships to offer their customers a superior customer experience at lower cost.

This program provides executives with the roadmaps they need to navigate the evolving FinTech space. Here you will learn how to evaluate the threat from non-traditional players, discover the opportunities presented by FinTech, and determine a strategy for how to respond. Ivey’s two-day Foundations of FinTech program examines such business models and the key players in four FinTech sectors:

  1. Digital currencies, blockchain, and electronic payments
  2. P2P lending, equity crowdfunding, and capital raising
  3. Robo-advice, insurtech, and digital wealth management
  4. B2B applications, including cybersecurity, digital identity, and cognitive banking

Upcoming Sessions

Join us for one of our upcoming sessions.

November 23 - November 24, 2017

Fee
$3,300 CDN
(Program fee includes all materials, meals.)

Program fees are tax exempt.


Have a question? Call us: 1.800.948.8548 or 1.519.661.3272

Who Should Attend?

Senior-level executives and decision-makers in businesses that are – or could be – affected by the advent of FinTech into their respective markets. This can include high-ranking managers in such sectors as:

  • Finance / banking / accounting
  • Insurance
  • Telecommunications
  • E-commerce
  • Supply chain
  • Information technology

 

This program will help executives to assess whether FinTech is a disruptor or an enabler for their industry and business, and to formulate strategies to thrive in the new digital world. The highly informative sessions will teach you how to:

  1. Develop an informed perspective on the most important emerging technologies and on the threats and opportunities they create in the financial sector and related industries.
  2. Gain a strategic understanding of the business implications of FinTech disruption from the viewpoint of both incumbents and newcomers.
  3. Learn how to stay on top of evolving trends and fast-moving FinTech developments.

If you are having a hard time imagining yourself in a classroom again, keep in mind that Ivey designs its Executive Education programs with busy leaders in mind. This engaging, interactive experience draws on the vast perspectives that you and your classmates bring to the program. Our real-world method of learning is not about textbooks and lectures – it’s about learning by doing. You’ll put yourself in the role of decision-maker and take on real challenges faced by real companies to gain practical hands-on experience. You’ll come away with new knowledge and ideas that are directly applicable to your business and that will have immediate impact.

Highlights of this program include relevant case studies, a variety of guest speakers, and a trip to a technology incubator for a live tour and presentation from industry experts.

 

  • Ahead of class, participants take an online 60-minute crash course developed by Prof. J.P. Vergne. No prior knowledge of FinTech required.
  • This program will include hands-on workshop sessions where participants can gain practice applying some of the concepts covered in class.
Michael R. King

Michael R. King: Faculty Director

Michael joined the Finance Group at the Ivey Business School in 2011 after two decades working in international financial markets, both in the private and public sectors.

Michael began his career in investment banking and trading working between 1990 and 1998 in New York, London, and Zurich with Credit Suisse and RBC Dominion Securities. During this period, he obtained the Chartered Financial Analyst (CFA) designation. After completing his Phd at the London School of Economics in 2001, Michael joined the Bank of Canada in Ottawa where he worked in increasingly senior positions in the Financial Markets and International Departments. From 2006 to 2008, he also taught part-time on the Queen's Executive MBA program. From 2008 to 2011, Michael worked for the Bank for International Settlements (BIS) in Basel, Switzerland, where he contributed to the analysis of the global financial crisis, wrote about developments in international financial markets for the BIS Quarterly Review, researched the economic implications of the revised Basel Capital Adequacy Accord (Basel III), and analyzed the results of the 2010 Triennial Global Foreign Exchange survey.

Jean-Philippe Vergne

Jean-Philippe Vergne

Dr. Jean-Philippe Vergne ('JP') is an associate professor with a focus on organization theory and strategy.

JP's research examines how socially contested and/or illegal organizations affect the birth, death and renewal of industries operating at the vanguard of capitalist economies. In 2013, he published a book on the history of capitalism and piracy (The Pirate Organization: Lessons from the Fringes of Capitalism, Harvard Business Review Press, with R. Durand).

In recent years, JP’s research has focused on cryptocurrency, blockchain, and FinTech. He is the founding coordinator of the Crypto Capitalism Center and the co-Director of the Scotiabank Digital Banking Lab at Ivey Business School.

JP teaches strategy, a course on industry disruption by ‘pirate’ organizations, as well as modules focusing on FinTech in executive programs.

For more information, click on the link on the right to download JP's full CV.

Chuck Grace

Chuck Grace

Chuck is a 35-year veteran of the Canadian financial services industry. As a member of the finance faculty at Western University’s Richard Ivey School of Business, he teaches courses on both institutional and personal investing. He also serves as an Associate Director with the Ivey Scotia Digital Lab, as a Faculty Director for the Ivey Field Project and chaired Ivey's advisory council for Household Finance research.

When not teaching, Chuck stays grounded in the realities of Canada’s wealth management industry as Managing Partner and President, Bigger Picture Solutions Inc. where he provides strategic consulting to firms attempting to thrive in this highly competitive arena.

Prior to pursuing his passions for teaching and consulting, Chuck held a progression of senior management positions with one of Canada’s largest insurance and wealth management companies. As the COO of Quadrus Investment Services, Chuck and his team were responsible for growing the firm from its inception into one of the largest mutual fund dealers in Canada.

Chuck regularly presents at industry events, writes for industry publications and has authored over 40 case studies for Ivey Publishing. When not working, you will probably find him with his family and friends … or in a swimming pool.

Toronto, Ontario, Canada

This state-of-the-art facility is located in the heart of Toronto’s Financial District and provides the perfect backdrop for executive courses.

Learn More: Ivey Tangerine Leadership Centre