D&A Summit - Day 2 Playbill

2023 D&A Summit: Day 2

Bluma Appel Theatre October 24, 2023

A Message from Andres Vives SVP, ED&A and Chief Data & Analytics Officer Welcome to the 5th Annual TD D&A Helix Awards – part of our two-day 2023 D&A Summit!

I'm thrilled that we can come together in person again to celebrate our fantastic achievements in the Data & Analytics (D&A) space at TD. There’s no limit to the amount of innovative and impactful work our D&A Community is delivering across the Bank, leveraging AI, Machine Learning, business intelligence, and visualization in new and exciting ways every day – from solutions that empower more informed decision making, to others that ignite our imagination and enhance our business strategies (#artofthepossible).

The difference we're making for our customers, colleagues, and the Bank is what makes me so proud and energized to be a part of TD's D&A Community – so I'm beyond excited to be able to recognize and celebrate this with all of you today. It’s a celebration of not only our D&A Community, but also of our partners who help bring these solutions to life.

A big congratulations to all of the nominees, and heartfelt thanks to everyone joining us today!

Andres

D&A Summit: Day 2 Agenda

1:00 PM

2:00 PM

3:00 PM

4:00 PM

A 'Green Carpet' experience for both D&A Helix Awards Nominees and all attendees, as well as a 360-degree ‘Glam Cam’ for added entertainment!

A Keynote Address from AI industry expert Graham Taylor, Professor of Engineering at the University of Guelph, a Canada CIFAR AI Chair, an Academic Director of NextAI, Interim Research Director and a Faculty Member of the Vector Institute for Artificial Intelligence.

The 5th Annual D&A Helix Awards Ceremony recognizing outstanding individuals, teams, and solutions across the TD D&A Community.

A post-ceremony reception with food and drinks to celebrate our accomplishments and network with fellow TD colleagues and leaders.

Venue Details Bluma Appel Theatre The St. Lawrence Centre for the Arts is a performing arts theatre complex located in downtown Toronto, Ontario, Canada. It was the City of Toronto's official centennial project, commemorating the 1967 Canadian Centennial.

The Bluma Appel Theatre was initially adaptable for thrust stage, proscenium, and caliper formations, and was used for dramatic presentations until 1982, when it was redesigned

by The Thom Partnership (Toronto) and the Theatre Projects Consultants. During the $5.3million renovation, the thrust stage was removed, a balcony and boxes helped increase seating, and an optional orchestra pit was provided. It reopened in March 1983 as the Bluma Appel Theatre, in honour of a major donor, Bluma Appel, renowned Canadian philanthropist and patron of the arts.

Accessibility This theatre is bringing people together, and we want everyone in our community to be able to share in the experience.

On the main level of the theatre there is a wheelchair lift to access the Orchestra with dedicated accessible seating in Row R and Q. Please let an onsite coordinator know if you require assistance.

Towards Truth and Reconciliation As we move towards reconciliation, it is important for all of us to acknowledge the Indigenous Peoples of the land that we are on today. We do this to reaffirm our commitment and responsibility in improving relationships between nations and to improving our own understanding of local Indigenous Peoples and their cultures.

The Bluma Appel Theatre is located on the Treaty Lands and Territory of the Mississaugas of the Credit and the traditional territory of the Anishinaabe, the Wendat, and the Haudenosaunee, and is now home to many diverse First Nations, Métis, and Inuit peoples. We also acknowledge that Toronto is covered by Treaty 13 signed with the Mississaugas of the Credit, and the Williams Treaties signed with multiple Mississaugas and Chippewa bands.

Today, the meeting place of Toronto (also known as Tkaronto) is home to many Indigenous Peoples from across Turtle Island.

We are grateful to work on this land.

Meet Your Hosts Annie Latremouille & Sabrina Ng Annie Latremouille AVP of Geospatial Analytics, Canadian Personal Banking

Annie and her team provide insights to effectively connect with customers and improve branch operations and colleague satisfaction. Annie has been at TD for over 5 years. In her spare time, she likes to read, watch Netflix and go shopping with her daughters.

Sabrina Ng AVP of Business Intelligence (BI) Practice, Canadian Personal Banking

Sabrina leads a team of 100+ BI experts who address all business intelligence and reporting needs supporting business partners. Sabrina has been at TD for 9 years. In Sabrina's free time, you will find her spending time with her family or training the next generation of swim coaches as a NCCP Coach Developer for Swim Canada.

Speaker: Gen AI - The impact it has now and in the future Graham Taylor Research Director, Vector Institute

Graham Taylor is a Professor of Engineering at the University of Guelph, a Canada CIFAR AI Chair, an Academic Director of NextAI, Research Director and a Faculty Member of the Vector Institute for Artificial Intelligence. His research spans a number of topics in deep learning.

He is interested in open problems such as how to effectively learn with less labeled data, and how to build humancentred AI systems. He is interested in methodologies such as generative modelling, graph representation learning and sequential decision making.

He also pursues applied projects with global impact: such as using computer vision to mitigate biodiversity loss. He coorganizes the annual CIFAR Deep Learning Summer School, and has trained more than 80 students and staff members on AI-related projects.

2023 TD D&A Helix Awards Award Categories & Nominees These award categories, aligned to support D&A's "STRAND" Strategy, recognize outstanding individuals, teams, and solutions from across our TD D&A Community.

D&A STRAND Ambassador of the Year The most active and engaged individual in the TD D&A community – includes participating at events, encouraging others to get involved, sharing knowledge with the community, mentoring others in or outside of the D&A space.

Angela Hong - Senior Manager, Pan Wealth Pod Lead, Wealth Data, Analytics & Reporting

“Angela is a living example of how we can drive our strategy forward through outstanding talent and leadership.”

Anh Vu-Brown - Product Owner II, AMCB DAAS PG4 Retail “Anh is a unique talent that will figure almost anything out with some sort of win.”

Peter Kelley - Business Intelligence Specialist, AMCB D&A Intelligence & Reporting “Peter has been praised by his partners for his detailed and well thought out communications and analyses.”

Sanjeev Sharma - Senior Manager, CPB D&A Strategy Enablement & Governance

“Sanjeev's continuous engagement within the ED&A community & beyond was truly outstanding.”

Best Partnership: D&A Team & Business A great story of how a D&A team and their business partner worked together to achieve success.

Business Banking TDMS Analytics + Business Banking TDMS MET Retention Team

Carmela Forcella, Elisa Pileggi, Hope Cafazzo, Justin Chan, Michael Eggert, Nida Arif

Retail Model Development + Retail Risk Management

Amod Basnet, Da Xu, Darcy Hulse, Deepak Punjabi, Hyejin Cho, Isabella Song, Mohammed Ameer Khan, Ziwei Lyu

TECE Fraud Analytics – Machine Intelligence + Fraud Debit & Digital Performance Management Alex Krimer, Amit Talukdar, Dan Zisu, Tanvir Singh

D&A Business Champion of the Year Recognizing a colleague outside of the D&A community who has contributed to the development, value, and visibility of data and analytics in their business area.

Julie Messinger - VP, Direct Investing Distribution & Acquisition, Direct Investing

“Julie has championed the complete suite of ED&A capabilities, including Business Intelligence, data driven insights around client acquisition and engagement, Personalization, as well as Test and Learn.”

Karissa Routly - Manager, Small Business Banking Deposits, BB Deposits & Cash Management

“As a true champion of data and analytics, Karissa has allowed our team to gain the required sponsorship to create and drive forward data driven solutions for previously manual and ambiguous processes.”

Nadine Trudel - Outbound General Insurance Journey Specialist, NEW General Insurance Journey – Recontact

“Nadine's unwavering commitment to optimizing processes by trusting the power of data and analytics has significantly impacted business outcomes.

Greatest Colleague Impact Recognizing a project or initiative which drove significant colleague benefit and impact.

Artemis (CPB)

Aayushi Bhatnagar, Alfred Qin, Andrea Xia, Anna Tarnowski, Antonio Barbosa, Art Shen, Azamat Shamuratov, Brian Lynch, Celeste Ma, Daniel Ajao, Darren Davis, Dennis Sue, Derek Breininger, Dev Seghal, Diana Biswas, Drew London, Eric Makimian, Feng Han, Frankie Huang, Gladys Concon, Glen Ro, Hanif Remtulla, Harsh Singh, Hera Ahmed, Jag Gharoo, Jenny Kang, Jigar Shukla, Joe Zhou, Jyoti J, Kamaldeep Hara, Kathleen Qian, Kenji Wakabayashi, Keran Zhu, Lei Dong, Leo Wang, Liam Li, Linda Liu, Louis Marmet, Mahdia Zarabi, Malcolm Lin, Marc Gurizzan, Marco Shum, Matt Rowe, Mavis Lu, Michael Koenig, Michelle Cheng, Mohannad AlJubouri, Mythreya Goparaju, Nadia Meyer, Naga Siva Kumar Gunda, Nan Zhao, Nikshith Bejugama, Olga Diakonova, Pavi Sundararaj, Pramod Ingale, Rachel Zhu, Rahul Rudhar, Rakesh Gandhi, Ratinder Dhariwal, Rima Bandyopadhyay, Roheen Chaturvedi, Ron Sandhu, Sachin Wadhwa, Sandeep Sangha, Sandro Pannozzi, Saurabh Sharda, Scott Norman, Sean Zhang, Sharon Wu, Shelly Dennis, Shu Xie, Stephen Abhishek, Suhiab Taghdi Susan Girard, Tanimar Narkmun, Vemula Raghunath Gund, Victor Persaud, Vikram Thodupundori

Data Access Request (DAR) - Free The Data - Faster, Safer, Together! (ED&A) Aashish Sethi, Angie Busby, Ava Chen, Darrel Joseph, Derek Templeton, Freshta Jalali, Garry Przyklenk, Grace Rosales, Himanshu Dev, Jacqueline Mackie, Jane Wang, Sanjeev Sharma, Valentina Broussilovskaia, Vivek Meempat Continued on next page...

Greatest Colleague Impact (Continued) Recognizing a project or initiative which drove significant colleague benefit and impact.

MarLin (AI Everywhere)

Abinav Ramesh Sundararaman, Alex Clarence, Amber Chen, Anuar Yeraliyev, Baiju Devani, Chao Yin, Chloe Zhang, Derek Cheung, Devinder Kumar, Ding Tao Liu, Farnush Farhadi, GuangWei Yu, Harshul Varma, Jiapeng Wu, Katherine Ye, Keon Young Park, Keyu Long, Kin Kwan Leung, Li Zhang, Linda Aida, Maksims Volkovs, Mehran Moghtadai, Mingzhe Zhang, Mouloud B Belbahri, Nikhil Sapru, Qian Xie, Raunaq Suri, Roc Zhang, Satya Krishna Gorti, Taewoo Kim, Yiping Wang, Yuanpei Ma, Yuyan Guo

Risk Hub, The Game Changer (Wealth)

Aimee Lin, Anoop Gulati, Danjuma Yusuf, John Jiang, Kelly Kang, Michael Zhu, Monalisa Senapati, Rahul Kosuru

Greatest Customer Impact The use case with the greatest impact on the TD customer and community experience – making it relevant, timely, and personalized.

Forensic Program – Speech Analytics (TECE)

Ben Zettel, Brett Jansen, Carlene Lou Hing, Chris Shaw, Christianna Filias, Dwayne Russell, Greg Longauer, Kurt Denkers, Lindsey Chelchowski, Matthew de Winter, Michael Weil-Brenner, Richa Upadhyay, Shirley Robson, Teresa Wang, Valerie Brunelle

Gordium (CPB)

Alex Clarence, Dhiren Kakkar, Nahal Esmaeili, Nancy Man, Mohannad Al Jubouri, Sheldon Tung, Tatiana Trembath, Will Lee

Same-Day Call-Back (TDI)

Bruno Cossette, Isabelle Richard, Kéven Jacques, Mathieu Jacob, Nicolas Nguyen, Oscar Quijano Xacur

Voice of the Customer Dashboard (AMCB)

Carl Lolar, Jonathan McFate, Mike Byrne, Steve Vargas

Greatest Driver of Streamlined Governance and Trusted Data Recognizing a project or initiative that drives forward our goal of ensuring safe and trusted data and models through streamlined governance and processes.

Data Access Request (DAR) - Free The Data - Faster, Safer, Together! (ED&A)

Aashish Sethi, Angie Busby, Ava Chen, Darrel Joseph, Derek Templeton, Freshta Jalali, Garry Przyklenk, Grace Rosales, Himanshu Dev, Jacqueline Mackie, Jane Wang, Sanjeev Sharma, Valentina Broussilovskaia, Vivek Meempat

Enterprise Data Foundations (DaaS)

Aleksandra Kordic, Apurva Jani, Athru Kuan, Entela Shehu, Jacob Guide, Paramvir Singh, Pratik Barot, Reet Padda, Ryan Zhang, Selina Anggwinata, Subramanyam Chakrala, Todd Nason, Tyler Elvin, Wes Anderson

Road to excellence (Fully governed streamlined selfmigration) (CPB)

Anna Tarnowski, Charlotte Lee, Daniel Nguyen, Drew London, Garry Przyklenk, Grace Rosales, Henna Baig, Jiajun Huang, Joe Zhou, Kenji Wakabayashi, Madhu Dhandapani, Mahendar Rawat, Michelle Cheng

Most Impactful Data Service Awarded to an exceptional data service that is driving value for our colleagues or customers in a timely, independent, and consistent manner.

Consumer Customer Foundations (Unified Customer Profile MVP1) (AMCB )

Bob Herlund, Chris Aiken, Danielle Pare, Erica Howard, Frank Ward, Joey Henson, Joseph Moore, Juliet Wilson, Nabil Pinto, Puneet Bahra, Sanjeev Patra, Savio Tony, Terry Green, Tony Zee

Flow of Funds & Margin Reporting (CPB)

Ajay Sura, Andrew Schneider, Antonio Barbosa, Ghezal Akrami, Jing Guo, Lei Dong, Louis Marmet, Pavi Sundararaj, Pawel Strojny, Ron Sandhu, Saurabh Sharda, Sheldon Tung, Syed M Naqvi

Rahona Capabilities and Framework (DaaS)

Adrian Ionescu, Andrew Yam, Andy Qin, Athi Perinpanayagam, Ellie Hajarian, Gagana Pilanavithana, George Knapp, Jon Hollander, Kayra Copur, Ken Zheng, Kien Ly, Michael Briggs, Morgan Aguiar, Nikita Islamov, Noura Nimri, Paul Wellman, Parth Patel, Saad Arshad, Sherman Chung, Upal Hossain, Zain Yusuf

TDI Call Center Database (AI Everywhere)

Aissam Kebbati, Alain Villandre, Caroline Deschênes, Erin Balabukha, Frederick Au, James Liu, Josiane Levasseur, Lan Qu, Linda Cheam, Mehran Moghtadai

Greatest Impact From Advanced Analytics or AI Recognizing a project or initiative with notable impact that creates everyday insights through scalable, sustainable, and accessible Analytics and AI. Branch False Alarms (Risk)

Ananth Bhimavarapu, Keisha Daley, Mitchell Myers, Peter Tunney, Tony Sorrentino

Geo-AI Model Suite (AMCB)

Ali Abedini, Daniel Randles, Hossein Sangrody, Nicole Bergman, Nitya Krishna Kumar, Todd Madrack

Interaction Analytics Platform (IAP) (DaaS)

Aleksandra Kordic, Brendan Dunne, Chandan Nayek, Chester Li, Christy Nippard, Cris McIntosh, Cristian Calineac, Dino Vitale, Francisco Balugas, Justin Kwan, Kien Ly, Michel Henault-Ethier, Monique Paris, Nancy Ahn, Nancy Bennett, Nitasha Goyal, Richard Nestor, Sagar Gupta, Shinida Elambilassery, Sid Somanathan, Suzanne Wredenhagen, Upal Hossain

RESL Pre-App (AI Everywhere)

Amy Sui, Darren Pepper, Devinder Kumar, Jesse Cresswell, Jessica An, Lisa Zhang, Noel Vouitsis, Omar Sabbagh, Rafael Veras, Sadaf Ishak Moheddin, Sheryl Xie, Smitha Kusuma Shreyas, Wen-Yang Ku, Wojtek Chowanski

Best Business Intelligence & Vis Recognizing excellence in data visualization with significant business impact and benefit.

Branch Security Footage Image Analytics (Briefcam) (Risk)

AJ Wimalaganth, Ishraq Dalton, John Minster, Peter Tunney, Rick Saha

FY23 Viz Masters Competition (AI Everywhere)

Ajanth Wimalaganthan, Brandon Rao, Catherine Tsouvaltsidis, Cedric Pilon, Chris Wang, Hiep Nguyen, Ishraq Dalton, Jessica Fillion, John Minster, Kelvin Leung, Kirk Jennings, Meghan Dove, Michelle Cheng, Nicholas Mourtos, Paula Vallejo, Peter Tunney, Rajiv Nanda, Rick Saha, Rob Mikula, Sabrina Ng, Stefana Filipova, Tony Sorrentino, Tyler Elvin

Risk Hub, the game changer (Wealth)

Aimee Lin, Anoop Gulati, Danjuma Yusuf, John Jiang, Kelly Kang, Michael Zhu, Monalisa Senapati, Rahul Kosuru

Greatest Community Impact The award will recognize a TD Mindpower project or initiative that drove significant benefit and impact for a not-for-profit organization in the communities in which we operate.

DataHarvest for Moisson Laurentides: Sowing Insights, Growing Impact

Alain Villandré, Carlo Santamaria-Bouvier, Cécile Carrière, FilsHarry Michel, Karine Simard, Kim-Anh Vu, Reyna Maria Maghian, Vanessa Bazile, Véronique Lamontagne

Habitat for Humanity of South-Central New Jersey Brian Rubin, John Rankin, Matthew Robertson, Peter Kelley

Volunteer Toronto - Meals on Wheels Kayra Copur, Matt Forer, Pycus Dela Cruz

Greatest Shareholder Impact The use case with one of the largest F23 in-year business P&L impacts, combined with a powerful business impact story.

Vintage 23: STG Share the Green Fulfillment of New Accounts (AMCB)

Erica M Howard, Jason Feeley, Joshua Grimm, Stephen Gugerty, Terry Green

Project Lotus - TD Rewards Product Refresh (CPB)

Darren Davis, Gladys Concon, Linda Liu, Sangeetha Damodaran Shelley Dennis, Sherry Yang, Tommy Zhang

TDI Bind Online Hard Stops Reduction (Pan-Channel COE)

Allison Miles, Carol Chan, Christian Huang Chang, Hamal Mehta, Junior Scheffer, Lance Leisher, Nancy Jeffery, Tazz Hamad

Sales Proficiency Routing Model (TDI)

Atinder Bharaj, Frederick Au, Manil Patel, Sergei Panafidin

D&A

Summit

2023

2023

Awards

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