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Expert panel webinar

Scaling smarter: Agile risk management at high-growth banks and financial institutions.

Webinar on demand

How do you scale governance, compliance, and risk functions when your organisation is growing fast?

In this recorded panel from the 2025 ProSight GCOR virtual conference, CROs and risk leaders from three high-growth financial institutions – a newly chartered U.S. bank, the U.S. division of a global bank, and a Canadian asset manager – share their approaches to building agility into their enterprise risk management frameworks with Protecht.

Moderated by Protecht’s Jared Siddle and Terence Lee, the session covers how to develop agile risk cultures, guide transformation without losing control, and leverage ERM technology to enable dynamic oversight and maturity during rapid growth.

Presenters

Shirley Jiang

Managing Director & Chief Operational Risk Officer, Bank of China U.S.A.

Suzanne James

Director of Operations, Connor, Clark & Lunn Financial Group

Matthew Connolly

Chief Risk Officer, BCUS (Banking Circle U.S.)

Jared Siddle

Chief Customer Delivery Officer, North America, Protecht

Terence Lee

Vice President, North America, Protecht

“Agility in risk management isn’t about speed for its own sake, it’s about enabling change while staying in control.”— Jared Siddle, VP Risk & Compliance, North America, Protecht

What you’ll learn

  • What agile ERM looks like in practice across diverse institutions
  • How to evaluate organizational readiness for risk transformation
  • Applying agility to RCSAs, vendor risk, resilience, and assurance
  • Building scalable risk governance and culture
  • Using ERM platforms to measure and mature risk capability

Who should attend?

  • Chief risk officers: Build a future-ready risk function that scales with your business
  • Risk managers: Stay ahead of growing complexity and evolving business models
  • Compliance and resilience leaders: Adapt frameworks and improve oversight under pressure
  • Transformation and operations leads: Embed agility into risk processes to support innovation

How Protecht helps

  • Supports agile, scalable risk management with a configurable ERM platform
  • Provides integrated oversight for RCSAs, vendor risk, resilience, and more
  • Helps you measure and report risk maturity as you grow
  • Aligns risk activity with strategy and transformation goals
  • Enables agile governance through real-time visibility and automation

Find out more about Protecht ERM.

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About the presenters

Managing Director & Chief Operational Risk Officer, Bank of China U.S.A.

Shirley Jiang leads operational risk at Bank of China U.S.A., bringing deep expertise in audit, governance, and third-party risk. She previously served as Deputy Chief Audit Executive and has held senior roles at JP Morgan Chase, Lloyds Bank, and Mizuho Bank. She is a CPA and certified in AML and information systems audit.

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Director of Operations, Connor, Clark & Lunn Financial Group

Suzanne James oversees enterprise risk, operational risk, and compliance at
CCL&L. With 25+ years in financial services, she has held leadership roles across
global banks, investment firms, and accounting. She holds a B.Comm (Hons) from
Queen’s University and is a CPA, CA.
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Chief Risk Officer, BCUS (Banking Circle U.S.)

Matt Connolly is CRO and CISO at BCUS, a cloud-first, high-growth bank. He has over two decades of risk leadership experience at Wells Fargo, PNC, UBS, and GE Capital, covering model risk, treasury, and regulatory strategy. He holds an MBA from NYU Stern. 

Chief Customer Delivery Officer, North America, Protecht

Jared Siddle is Protecht's Chief Customer Delivery Officer North America, where he leads the teams responsible for onboarding customers and maintaining ongoing customer relationships across the region. Jared is a Qualified Risk Director who has been Head of Risk Management at two of the world's largest asset managers.
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Vice President, North America, Protecht

Terence Lee is Protecht's Vice President, North America. With extensive experience in governance, risk, compliance, and incident management, Terry has led sales, product, and marketing teams at risk and compliance software vendors. He is a recognized expert in ERM, GRC, vendor risk, business continuity, regulatory change management, and resilience.
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