| SIT Interchange 2016

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Registration opens in July!

SIT Interchange 2017 will be held on Thursday, October 12.

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'16 Speakers

Photo of Sean Geobey.

Dr. Sean Geobey

University of Waterloo

Dr. Sean Geobey is an assistant professor of Social Entrepreneurship and Social Innovation in the University of Waterloo’s School of Environment, Enterprise and Development (SEED). His research looks at financial tools that can support social innovation, including crowd funding, impact investing, and the role of credit unions. He holds a PhD specialized in social innovation from the University of Waterloo and a MA in Economics from Queen’s University.

Photo of Kevan Gilbert.

Kevan Gilbert

Director of Engagement, Domain 7

Kevan is Director of Engagement Strategy with Domain7, a people­centered technology and design firm serving the globe from Canada’s west coast. Kevan’s work as a digital strategist has involved exploring solutions in finance, health, education and government. As a speaker, facilitator and consultant, Kevan has helped clients like The World Bank, HSBC, Central 1 and Disney keep pushing for using digital to help make a more empathetic and connected world. Kevan is a participant in the THNK School of Creative Leadership.

Photo of Grant MacKenzie.

Grant MacKenzie

CEO, Peoples Trust

Grant brings a strong leadership background to Peoples together with a comprehensive understanding of all areas of financial services operations. His innovative and entrepreneurial nature have grown and developed financial institutions including ING Direct and Macquarie Financial during an extensive 30-year career. Although busy in his career, Grant makes it a priority to give back to the community through charitable efforts including Habitat for Humanity, Racing for Kids/Sick Kids Hospital and the Ride to Conquer Cancer. In the past seven years, Grant has lead teams for the Ride that have raised approximately $1M for cancer research. Additionally, Grant is a Director of the Trust Companies Association of Canada.

Photo of Doug Steiner.

Doug Steiner

CEO, Evree Corp.

Doug is Chief Executive Officer of Evree Corp. a Toronto-based technology company founded in 2015. The firm is designing and deploying customer engagement and financial services fulfillment technology. He is also currently an investor and advisor in financial technology companies: BEworks Inc. and StreetContxt.

Doug has had a long career incubating, investing and advising financial technology companies including, Integrated Analytics (Now Investment Technology Group), Visible Decisions, CBID, VERSUS Technologies, E*TRADE Canada, and Perimeter Financial Corp.

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Chris Buck

Strategic Information Technology

Chris Buck joined SIT as CEO in 2014 and has since become President and CEO. Chris has extensive experience in technology and financial services having worked at the University of Waterloo, Prudential Assurance Co. Ltd, and DMR Inc. Chris had an extensive career with increasing executive roles at Manulife Financial, including CIO of Canadian Wealth Management, CAO of Manulife Bank of Canada, and Global CTO of Manulife Financial and John Hancock. Chris was a strong contributor to the growth of Manulife’s Canadian wealth management business to over $100 billion in assets. Chris believes that the software and services provided by Strategic Information Technology are key to growing employee, shareholder, and customer value in a technology enabled business.

Photo of Dianne Cupples.

Dianne Cupples

Strategic Information Technology

Dianne brings over 20 years of industry expertise to her role as vice-president of client engagement. She has worked her way through virtually all areas of banking, including teller processing, deposit services, clearing, payments, registered products, lending products, financial advisement, and management.

Joining SIT in 2002, Dianne began as a customer support representative, and then worked to advance her responsibility as a manager of customer support, manager of software migration services, vice-president of customer support, and vice-president of application support.

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Stephen Sefton


Stephen Sefton is SIT's Product Development Manager of Application Development. He is responsible for managing all stages of SIT's application & software development initiatives from identifying potential opportunities with new technologies in the marketplace to maintaining and distributing SIT’s entire suite of financial software products

Photo of Donna Galloway.

Donna Galloway

Strategic Information Technology

Donna joined SIT in 1998 as part of the web applications group and led that group to deliver high performance web banking applications for the financial industry. With a deep understanding of technology, user interfaces, and the sales process required to help customers adopt new technologies, Donna accepted a role as vice-president of application development, in 2014, to lead the Portfolio Plus product development strategy forward. Donna attended both Durham College and Sir Sandford Fleming College to complete her education in business administration, GIS systems, and integrated resource technology.

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Michaela McBean

Payments Canada

Michaela McBean is the Director of Payments at Payments Canada. Michaela is responsible for overseeing all business aspects related to the operation of the national clearing and settlement services provided by the Payments Canada, including the Automated Clearing Settlement System (ACSS) and the Large Value Transfer System (LVTS) and advising executive management on business operational issues. Prior to her current role, Michaela spent several years in Payments Canada’s Corporate Services group, where she directed the corporate planning and scorecard reporting function as well as corporate HR. In her current role, Michaela represents the Payment Canada’s business operations interests on various member-based national and international forums.

Photo of Chris Mero.

Chris Mero


Chris Mero joins SIT from IBM Canada where he was the Executive IT Architect for IBM’s Global Technology Services. Chris’s extensive experience in the increasingly overlapping fields of information technology and financial services stems from his former positions as the Vice President of Strategy, Architecture and Planning for Sun Life Financial and Global Enterprise Architect for GMAC. He is a senior leader with a proven track record of infrastructure architecture and application delivery, and he has held positions from Developer to Chief Architect in the automotive and financial services industries. Chris holds a Master’s Degree in Science in Information Technology, Software Engineering from Carnegie Mellon University, an MBA in International Business from Wayne State University, and a BA in Mathematics from the University of Windsor.

Photo of Anna Fiorino.

Anna Fiorino


Anna Fiorino is the Product Manager at SIT. She is responsible for identifying, defining, and shaping the next generation of SIT’s financial services software products. Anna focuses on defining SIT’s product strategy, outlining product roadmaps, and identifying key features for the release of future products.

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Ken Waugh


Ken Waugh is the Application Development Manager at SIT. A recent addition to SIT's application development team, Ken is a key figure in organizing, coordinating, and overseeing the team's agile application development efforts, influencing the creation of new financial services products and technologies.

Photo of Patrick Lannigan.

Patrick Lannigan

Strategic Information Technology

Patrick has over 25 years of experience in the technology industry, working with industry leaders that include Progress Software, InSystems, Oracle, Powersoft/Sybase, AT&T, and Concurrent Computer Corporation. Patrick began his software career in operating systems, working with Unix at the source code level, and then expanding his field of expertise to include databases, account management, mergers, acquisitions, sales, and marketing. He co-founded NuSphere Corporation before joining SIT, and has since embarked on a renewal of SIT’s marketing efforts.

Photo of Gerri Sefi

Gerri Sefi

Strategic Information Technology

Gerri is the Regulatory & Compliance Consultant of Product Development at SIT and has 30 years of management experience in the financial services industry in deposit and trust services, with 15 years as the Chief Compliance Officer for a national mutual fund dealer. Her primary responsibility was to create and implement policies and best practices to ensure that both dealers and advisors met regulatory standards. She has designed, monitored and reported on advisor audits to minimize risk, and is a staunch advocate of high standards and best practice.

Photo of Blair Robert.

Blair Robert


Blair is SIT's Senior Designer, specializing in user interface design and experience. Blair's background includes UX Designer & Product Tester at iGOmii Inc., in addition to a number of varied roles including Book Designer and CEO of his own advisory firm. Blair has a Bachelor of Arts degree from the University of Toronto.

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Tony Kelly


Tony Kelly is a debt collection and arrears management expert and is currently the Director of Collector Business at SIT. With his vast experience in identifying successful debt collection processes and strategies, he is currently responsible for promoting SIT's collection software and providing direction and advice on best debt collection practices.

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