Lori is an analytics, technology and marketing executive with 30 years experience driving profitable business growth through the strategic use of data and analytics. Having worked around the globe, she’s helped Fortune 500 companies across financial services, telecom, technology, government, health care, retail and manufacturing advance their business through the strategic use of data and insights.
Starting in the marketing service provider sector at top tier agencies like Ogilvy1, Rapp Collins and KnowledgeBase
Marketing, she developed and executed marketing and analytics initiatives for B-to-C and B-to-B markets, for clients like IBM, Dell, Bell, and Bombardier.
She later held progressively senior positions within top tier Canadian banks. At CIBC, she oversaw credit card acquisition, retention, revenue/risk/ price optimization and partnerships. She became CIBC’s Vice President of Client Insights and Database Marketing
responsible for enterprise analytics, research, strategy and direct marketing where she drove bank strategy leveraging insights to proactively identify business trends and opportunities. At TD Bank, she helped reimagine the customer journey and customer contact optimization from a data-driven approach as Vice President of Analytics and Market Research.
At SAS – the leading analytics software firm worldwide – Lori was the
Executive Lead of Customer Intelligence across the Americas where she led a business strategy, sales and software consulting practice. She advised firms on the strategic use of customer intelligence, and integrated approaches to customer management. She established analytics technology, processes and structures empowering firms to compete and transform into customer-centric enterprises.
Today, as Chief Data and Analytics Officer for the North American Retail and Business Bank and Head of Enterprise CRM, Lori oversees data and analytics including: customer, product, channel and salesforce analytics, revenue/risk/price trade-off management, customer contact optimization, sales and service optimization, database cloud migration, business intelligence reporting, advanced sciences AI and Machine learning, and enterprise CRM.
Lori is a frequent industry speaker, published writer, and analytics thought leader. She is Chair of the Queens Analytics Business School board, and been recognized by Forbes and MIT as an influential thought leader and Woman in STEM, and by the Globe and Mail for the Best Executive Award. A passionate advocate for diversity and inclusion, she is the creator of ElleExcel
Women’s Circle, a forum designed to help women excel in all aspects of life with thousands of members around the globe.
Day 1: Jun 4, 2025
9:30 am
Opening Keynote
Tech Talent: People at the Heart of AI
AI is transforming businesses, but at its core, success depends on people. This session explores key lessons from building AI agents at BMO, revealing how AI is reshaping recruitment, employee engagement, leadership, and L&D. As organizations adopt AI-driven workflows, understanding the evolving relationship between humans and AI is crucial. Take back to your organization strategies to:
- Define the role of humans in AI-driven decision-making and operations
- Implement effective change management strategies for AI adoption
- Foster a culture of continuous learning and upskilling to align with AI advancements
Ensure your workforce is empowered to thrive in an AI-powered future by placing people at the center of transformation.
Day 2: Jun 5, 2025