2018 National Conference for Canada's Credit Unions - #dx2018 April 29 - May 1, 2018
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2018 National Conference
for Canada’s Credit Unions
April 29 - May 1, 2018
Sheraton Centre Hotel, Toronto
#dx2018
Are you looking to challenge your thinking? Interested in the latest in government relations and policy? Do you want to learn compliance best practices? Curious about the latest opportunities for credit unions? Different by Design is created just for you. You will find the answers, connect with your peers and share strengths. Together we’ll celebrate the credit union difference and hone our competitive edge.
FEAT UR ED S P EA K ER S
OPENING KEYNOTE SPEAKER
Youngme Moon
Donald K. David Professor of Business Administration,
Harvard Business School
Youngme is the Senior Associate Dean for Strategy and Innovation at Harvard
Business School where she is also the Donald K. David Professor of Business
YOUNGME MOON Administration. She has served as Chair and Senior Associate Dean for the
Monday, April 30 MBA Program and offers one of the most popular courses in the elective
11:00 a.m. - 12:15 p.m. curriculum. Her bestselling first book, Different, came out in 2010. She has
contributed to various journals, including the Harvard Business Review, and
SPONSORED BY: she has sold more than two million case studies on companies ranging from
Starbucks to IKEA to Uber.
MONDAY LUNCHEON SPEAKER
Evan Siddall
President and CEO, Canada Mortgage and Housing Corporation (CMHC)
Evan leads a team of housing experts who share a single mission: to help
Canadians meet their housing needs. Along with his executive team, Evan
has led transformative change at CMHC — helping it regain ground as a high-
performing, innovative, and ambitious organization with a vision of being
EVAN SIDDALL
at the heart of a world-leading housing system. CMHC has led the design
Monday, April 30
12:45 p.m. - 1:15 p.m. of Canada’s first-ever National Housing Strategy, a Government of Canada
priority that will benefit hundreds of thousands of Canadian families. Evan
SPONSORED BY: worked at some of the world’s largest investment banking firms in Canada and
the United States before joining the Bank of Canada in 2010 and assumed his
current role in 2014.
TUESDAY KEYNOTE SPEAKER
Bill Taylor
Co-founder, Fast Company
Bill Taylor has encouraged a generation of executives to think outside the box.
A hard-charging entrepreneur, Bill co-founded Fast Company, an influential
voice on business and innovation. Fast Company chronicles the revolution
Bill Taylor in management and competition driven by technology, and profiles rule
Tuesday, May 1 breakers who achieve success by taking a different path. In less than six years,
12:30 p.m. - 1:45 p.m. a magazine that took shape in borrowed office space sold for $340 million.
An author of three bestselling books, Bill’s latest, Simply Brilliant: How Great
SPONSORED BY: Organizations Do Ordinary Things in Extraordinary Ways, was named “Best
Strategy & Leadership Book of 2016”.
2018 National Conference for Canada’s Credit Unions / Different by Design 3F E AT URED S P EAKERS
MONDAY AFTERNOON SPEAKER
Peter Hall
Chief Economist, Export Development Canada (EDC)
Peter Hall is the Chief Economist at Export Development Canada (EDC). With
over 25 years of experience in economic analysis and forecasting, Peter
oversees EDC’s economic analysis, country risk assessment and corporate
Peter Hall research groups. He is also a featured speaker at conferences, international
Monday, April 30 roundtables and policy fora, and regularly appears in the media commenting
1:30 p.m. - 2:45 p.m. on the world economy and Canadian international trade issues. He produces
a widely circulated weekly commentary covering an eclectic range of current
SPONSORED BY: global economic issues. Prior to joining EDC, Peter directed economic
forecasting activities at Conference Board of Canada.
MASTER OF CEREMONIES
Bruce Sellery
Financial Journalist | Bestselling Author of Moolala
Bruce is the author of two bestselling books, including Moolala: Why Smart
People Do Dumb Things with Their Money, and is the personal finance expert
for the national lifestyle show Cityline. He also writes advice columns for
Chatelaine, Today’s Parent and Moneysense Magazine. Bruce was the host of
SPONSORED BY:
Million Dollar Neighborhood on OWN: Oprah Winfrey Network, and spent 10
years with CTV’s Business News Network, anchoring from both Toronto and
New York City.
4 2018 National Conference for Canada’s Credit Unions / Different by DesignCO NFER ENC E P RO G R A M S C HEDULE
SUNDAY APRIL 29 2:00 p.m. - 4:00 p.m.
7:00 a.m. - 8:00 p.m. One National Network – Information Session
2nd Floor, Civic Ballroom North
Registration and Companion Activities & The Boards of CEDA and FICANEX invite
Banquet Seat Selection you to review and discuss the One National
2nd Floor Foyer, Sheraton Centre Network (ONN) business case, which explores
the feasibility and design of a single, national
7:15 a.m. - 5:00 p.m. surcharge-free ATM network by merging the
capabilities of the ACCULINK® ATM service
CU NEXTGEN® Leadership Intensive: and THE EXCHANGE® Network. This is your
The Art of the Possible opportunity to ask questions and engage in
2nd Floor, Provincial Ballroom conversation with representatives about the
potential benefits ONN will bring to credit unions
You don’t want to miss this one. The CU NEXTGEN® and their members.
Leadership Intensive is designed exclusively
for young and emerging credit union leaders. 4:00 p.m. - 5:45 p.m.
This 1.5 day session packs technical skill
development, knowledge application exercises Women’s Executive Networking Event
and networking opportunities. The 2018 Mezzanine Floor, Birchwood Ballroom
sessions will focus on innovation and creativity,
and leave you asking for more. This C-Suite gathering, open to both female
and male executives, celebrates the diversity in
Speaker: Meagan Mitchell our credit union family. One in every four credit
Sponsored by: union CEOs is a woman, which is well above any
other industry. This is the first time the CCUA
conference is hosting such an event. You will
get to meet and share ideas with your peers
from credit unions across Canada. You will also
hear from Tanya van Biesen, Executive Director
Catalyst Canada, the leading global non- profit
working to accelerate progress for women
through workplace inclusion.
Sponsored by:
2:00 p.m. - 4:00 p.m.
IFRS 9 Important News and Information 6:00 p.m. - 8:30 p.m.
2nd Floor, Civic Ballroom South
Welcome Reception
Get up to speed with IFRS 9. This session is aimed
2nd Floor, Dominion Ballroom
at CEOs, CFOs, Audit Committee members and
other senior executives. IFRS 9 is one of the most Reconnect with friends and colleagues at
significant changes to financial reporting standards the opening reception of the 2018 National
in recent years. It has financial, operational and Conference for Canada’s Credit Unions. The
risk management implications for credit unions. conference welcomes you with an unforgettable
The National IFRS 9 Steering Committee will share Toronto celebration. Enjoy an evening of fun and
lessons learned internationally to help your credit food with your credit union counterparts.
union adopt these new standards. You will also
hear from several providers of loan loss models Sponsored by:
that you could use for IFRS 9 implementation in
your credit union.
2018 National Conference for Canada’s Credit Unions / Different by Design 5CON FERENCE P ROGRAM S CHEDULE
MONDAY APRIL 30 9:00 a.m. - 10:30 a.m.
7:00 a.m. - 6:00 p.m. Canadian Credit Union Association AGM
Lower Concourse, Grand Ballroom
Registration and Companion Activities &
Awards Gala Banquet Seat Selection 10:30 a.m. - 11:00 a.m.
2nd Floor Foyer, Sheraton Centre
Networking Break and Trade Show
7:00 a.m. - 11:00 a.m. Lower Concourse, Grand Ballroom Foyer and
Sheraton Hall
National Young Leaders CU NEXTGEN®
Sponsored by:
Leadership Intensive: The Art of the Possible
2nd Floor, Provincial Ballroom
Building off the experiences of Day 1, the
second session of NextGen® will challenge and
engage attendees through interactive discussion 11:00 a.m. - 12:15 p.m.
and networking.
Opening Remarks and Keynote Presentation
Speaker: Meagan Mitchell Lower Concourse, Grand Ballroom
Sponsored by: Keynote Presentation:
Different: Escaping the Competitive Herd
Speaker: Youngme Moon,
Donald K. David Professor of Business
Administration, Harvard Business School
Sponsored by:
7:30 a.m. - 8:45 a.m. 12:15 p.m. - 1:15 p.m.
Registration & Voting Package Lunch & CMHC Presentation
Lower Concourse, Grand Ballroom Lower Concourse, Grand Ballroom
Keynote Presentation: Evan Siddall, President &
Voting Delegate - Early Start CEO, Canada Mortgage and Housing Corporation
Continental Breakfast
Lower Concourse, Sheraton Hall East Sponsored by: Presented by:
8:00 a.m. - 9:00 a.m.
Continental Breakfast
Lower Concourse, Grand Ballroom Foyer 1:15 p.m. - 1:30 p.m.
& Sheraton Hall
Sponsored by: Mini Break
Lower Concourse, Grand Ballroom,
Foyer, & Sheraton Hall
6 2018 National Conference for Canada’s Credit Unions / Different by DesignCO NFER ENC E P RO G R A M S C HEDULE
You probably noticed that Evan Siddall, the
1:30 p.m. - 2:45 p.m.
CEO of CMHC, will be a keynote speaker at this
year’s conference. Our panel on the Canadian
Keynote Presentation: Housing Market will complement what promises
Canada’s Economic Landscape and Outlook to be a unique opportunity to engage with one
Lower Concourse, Grand Ballroom of the federal government’s key policy makers
Speaker: Peter Hall, Vice-President and Chief in this realm. We will talk about the impact of
Economist, Export Development Canada (EDC) new regulations, what might be coming next for
homebuyers in Canada, and the potential impacts
Sponsored by: of the new federal budget.
Sponsored by:
2:45 p.m. - 3:15 p.m. Workshop C
Young Leader Final Presentations
Networking Break and Trade Show Lower Concourse, Grand Ballroom
Lower Concourse,
The finalists of the National Young Leaders
Grand Ballroom Foyer and Sheraton Hall
Awards will present a workshop on a thought
provoking topic – not to be missed!
Sponsored by:
Sponsored by:
3:15 p.m. - 4:30 p.m.
ROUND 1 – Concurrent Sessions Workshop D
How Credit Unions Can Leverage Their
Workshop A
Strengths to Keep Ahead of the Competition
Cybersecurity - Not Just an IT Issue 2nd Floor, Provincial Ballroom
Lower Concourse, Sheraton Hall East Amid heightened competition from FinTechs and
Cyberattacks are always in the news. No business the Big Banks, credit unions need to leverage their
is immune and the stakes are particularly high for industry identity to attract a market that aligns
financial institutions. Cyber risk is a growing issue with their brand message and values. Catherine
and needs to be a strategic priority for boards Pearson, Senior Vice President and Practice
and management. What is your credit union’s Leader at Environics Analytics, will outline a data
cybersecurity plan? This session will highlight the analytics framework that credit unions can use to
key questions you should be asking and suggest identify their individual and industry strengths in
best practices for managing cyber risk. this increasingly competitive climate.
In this presentation, we will outline how credit
Workshop B unions can develop a member-centric business
model that will unlock growth opportunities
Overview of the Canadian Housing Market while aligning their business objectives with
Mezzanine Floor, Birchwood Ballroom their core values. This will inform credit union
Policy makers are focused on measures to find leaders on how to develop a data foundation and
a “soft landing” for hot markets in Vancouver will describe the scalability and flexibility of the
and Toronto. But how do those policies affect approach, depending on their market and needs.
markets in the rest of Canada… and how do
measures that are designed for the “big bank” Sponsored by:
business model affect Canadian credit unions and
their 5.6 million members?
2018 National Conference for Canada’s Credit Unions / Different by Design 7CON FERENCE P ROGRAM S CHEDULE
MONDAY APRIL 30 4:30 p.m. - 5:45 p.m.
3:15 p.m. - 4:30 p.m. Munch & Mingle in the Trade Show
Lower Concourse, Grand Ballroom Foyer and
Sheraton Hall
Workshop E
Sponsored by:
Affordability and the Canadian Consumer:
Credit Union Solutions
Mezzanine Floor, Chestnut
The financial press remains focused on the
potential impacts of Canada’s chronic high 6:30 p.m. - 9:00 p.m.
household debt and the Bank of Canada governor
says this debt level keeps him up at night. In AIME Awards:
these debt-laden times, credit unions remain one A Celebration of Marketing Success
of the sole players in the financial sector that offer 2nd Floor, Provincial Ballroom
help and develop tools to improve their members’ The Awards in Marketing Excellence (AIME) are
financial well-being. now integrated with the National Credit Union
Awards program. Monday will be a special night
In this session, we will share success stories
to celebrate and highlight outstanding credit
about credit unions that are creating solutions
union marketing achievements in digital, content,
and new products for their members, and helping
design, and advertising ingenuity. Join us to
them move towards financial well-being with tools
honour efforts driving credit union awareness and
for financial literacy and success.
member growth.
Workshop F Ticket required for entry
LCUC CIO’s Briefing Sponsored by:
2nd Floor, City Hall
The Large Credit Union Coalition CIO Group will
share its thoughts and activities on emerging
technology and the technology changes and trends 8:30 p.m. - 11:00 p.m.
facing the credit union system, their implications
for the credit union system, and how the LCUC After Party
is addressing them. The discussion will include Hosted for the CU NEXTGEN® Event and
specific examples of work the team is undertaking. AIME Award Registered Attendees
Steam Whistle
255 Bremner Boulevard, Toronto
An Introduction to Mobile Payments Ticket required for entry
Mezzanine Floor, Linden
Credit union members are among the heaviest Sponsored by:
users of their debit cards for daily purchases. Now
they can pay with Interac® Debit using their Apple
or Android smartphone. With so much change and
innovation happening in the payments industry,
is your credit union ready to enter the digital
payments space? Attend this session to find out.
8 2018 National Conference for Canada’s Credit Unions / Different by DesignCO NFER ENC E P RO G R A M S C HEDULE
TUESDAY MAY 1 7:30 a.m. - 8:30 a.m.
7:00 a.m. - 6:30 p.m. Breakfast Session: Credit Union Business
Owners Strategy (CUBOS)
Registration and Banquet Seat Selection Mezzanine Floor, Pine
Open to member and non-member credit unions.
Gala Banquet & Awards Ceremony Seat Selection In this session you will get the latest CUBOS
2nd Floor Foyer, Sheraton Centre insights and learn about new plans and programs.
The banquet seating desk will be open from 8:00
a.m. to 3:30 p.m. Sponsored by:
Credit Union
All guests will be sent a reminder email of their
assigned/selected seats at 4:00 p.m.
7:30 a.m. - 8:30 a.m.
7:15 a.m. - 8:30 a.m.
Continental Breakfast
EARLY RISER BREAKFAST SESSIONS Lower Concourse, Grand Ballroom Foyer
Altogether Now: The Opportunities for
Aligning Credit Union and Co-operative Sponsored by:
Government Relations
Mezzanine Floor, Birchwood Ballroom
We know that we can lever our influence by 8:30 a.m. - 9:45 a.m.
having the credit union sector collaborate with
the broader cooperative sector in our government Member Forum
relations. Cooperatives in the state of Wisconsin Lower Concourse, Grand Ballroom
have worked together to create a lobby with We asked you about your credit union’s vision
a huge impact for credit unions while helping for the future. Come hear the results of CCUA’s
create long-term changes such as education survey of credit union future plans and join us for
on cooperatives in all school curriculum. In this a highly interactive morning session as we work
panel discussion we will explore how Wisconsin through ideas and new concepts as we build a
cooperatives accomplished this, discuss how we in national shared vision of the future.
Canada can work toward the same outcome.
9:45 a.m. - 10:15 a.m.
7:30 a.m. - 8:30 a.m.
Networking Break and Trade Show
EARLY RISER Lower Concourse,
Networking Breakfast for Small Credit Unions Grand Ballroom Foyer and Sheraton Hall
2nd Floor, Provincial Ballroom
Join your fellow small credit unions for an Sponsored by:
informal networking event.
10:15 a.m. - 11:30 a.m.
Member Forum Continues
Lower Concourse, Grand Ballroom
MC Sponsor Message, Credential
Sponsored by:
2018 National Conference for Canada’s Credit Unions / Different by Design 9CON FERENCE P ROGRAM S CHEDULE
TUESDAY MAY 1 2:30 p.m. - 3:45 p.m.
11:30 a.m. - 12:30 p.m. ROUND 2 – Concurrent Sessions
Luncheon and Payments Canada Workshop G
Modernization Presentation Anti-Money Laundering Compliance in 2018
Lower Concourse, Grand Ballroom Mezzanine Floor, Chestnut
The payments landscape is changing and so are Join our panel of experts to learn about the latest
the needs of Canadians. Payments Canada is AML regulations and explore the implications for
working to modernize Canada’s payments system credit unions in 2018.
and this will have an impact on all credit unions.
Join us in this session to better understand what
is coming and what you need to do to get your Workshop H
credit union ready.
Governing Federal Credit Unions:
Sponsored by: What Boards Need to Know
Mezzanine Floor, Birchwood Ballroom
The federal credit union option implies big
changes for the way credit unions govern
themselves. What does “local control” and
“community-focused” mean for a credit union
12:30 p.m. - 1:45 p.m. that operates across Canada? How can a federal
credit union ensure that it attracts directors
Keynote Presentation with the kinds of skills and knowledge that
Lower Concourse, Grand Ballroom federal regulators demand and federal credit
unions need? How can credit unions meet these
The Hard Work of Big Change:
expectations and stay true to their co-operative
Transforming Your Organization
roots? This panel discussion will look at these
Speaker: Bill Taylor, Co-founder Fast Company questions from the perspective of current federal
credit unions and those aspiring to make the jump.
Sponsored by:
Workshop I
1:45 p.m. - 2:30 p.m.
Business Opportunities with Cannabis
Networking Break & Trade Show Lower Concourse, Sheraton Hall East
Lower Concourse, Grand Ballroom Foyer and Every day we hear about opportunities in the fast
Sheraton Hall growing cannabis industry. Credit unions want to
Sponsored by: be to be informed and are eager to know about
the opportunities and the risks. In this panel
discussion you will learn about this new market
CCUA will be drawing the names for our grand opportunity and gain an understanding of the
prize winners. This is your last opportunity to visit legal compliance challenges.
the Trade Show.
Workshop J
National Awareness: A Conversation About
Co-operative Advertising
2nd Floor, City Hall
What are the ways that credit unions are
leveraging cooperative advertising programs
10 2018 National Conference for Canada’s Credit Unions / Different by DesignCO NFER ENC E P RO G R A M S C HEDULE
and materials available to them to enhance their
4:00 p.m. - 5:15 p.m.
awareness efforts? This panel will look into ways
that credit unions can integrate aspects of co-op
advertising into their local programs and into their ROUND 3 – Concurrent Sessions
broader marketing strategies.
Workshop M
Workshop K The Impact of Regulatory Policy Development
on Compliance
Building Data Analytics Capability: Mezzanine Floor, Maple
Credit Union Data Journeys Internationally developed standards are playing
2nd Floor, Provincial Ballroom an increasingly important role in the domestic
Building capacity to effectively analyze data is a regulatory compliance regimes imposed on
journey for any organization. There are some ups Canadian financial institutions. This session will
(e.g. successfully automating tedious processes) provide an overview of the policy development
and downs (e.g. discovering your data quality). cycle for major compliance frameworks with
In this session you will hear from credit unions such a genesis and the discrete opportunities for
that are well on their way in their data analytics effective advocacy it presents.
journey. They will share what worked for them and
what didn’t, and where they think credit unions Workshop N
should focus in the nebulous data analytics space.
Aligning Government Relations Efforts
Mezzanine Floor, Chestnut
Workshop L
The year ahead promises great opportunities
Aviso Wealth: Propelling an Integrated and for government relations and advocacy efforts
Holistic Credit Union Wealth Management Model for credit unions. The Ontario election is right
Lower Concourse, Grand Ballroom around the corner and 2019 will see a federal
The merger of Credential Financial Inc., Qtrade election, along with provincial elections in
Canada Inc. and NEI Investments to form Aviso Alberta and Newfoundland.
Wealth has created a major wealth management The government relations team for Canada’s
provider capable of competing aggressively with credit unions has never been stronger. With
Canada’s largest financial firms, including the Big experience in provincial and federal governments,
Five banks. In this session, Bill Packham, CEO we represent a depth of knowledge and ability
of Aviso Wealth, will share how the integrated that will help ensure the credit union agenda is
organization with assets of $55 billion and over impossible to ignore. Working together with CCUA,
500,000 clients will provide credit unions with the Centrals and credit unions across the country,
greater potential for growth, profitability and we have a well-defined agenda that shows how
innovation in the midst of disruptive changes in credit unions support our economy and improve
the financial services industry. the lives of Canadians.
Join this panel discussion with government
relations staff from across Canada. We will
An Introduction to Mobile Payments give you the lay of the land, engage in a lively
Mezzanine Floor, Linden discussion about best practices in advocacy,
and share how we will keep the needs of our
Credit union members are among the heaviest sector front and centre with policy makers and
users of their debit cards for daily purchases. Now regulators across the country.
they can pay with Interac® Debit using their Apple
or Android smartphone. With so much change and
innovation happening in the payments industry,
is your credit union ready to enter the digital
payments space? Attend this session to find out.
2018 National Conference for Canada’s Credit Unions / Different by Design 11CON FERENCE P ROGRAM S CHEDULE
payments framework that will impact credit
TUESDAY MAY 1 unions. At the same time, several provinces are
looking at stepping up their market conduct
4:00 p.m. - 5:15 p.m. rules. In anticipation of this change, CCUA is
developing a voluntary consumer code modelled
Workshop O after a voluntary code in Saskatchewan that has
worked well for that province’s credit unions. In
Keeping Your Members’ Data Safe this interactive session, we will present a set of
2nd Floor, City Hall consumer protection principles and demonstrate
With the number of data breaches we see these how existing provincial consumer protection
days, protecting your members’ data is more measures will map to these principles. We are
important than ever. To address this growing issue, looking for your feedback, questions and guidance.
credit unions are collaborating to identify the key We will also discuss next steps to work towards a
challenges that cybersecurity presents and to credit union system adoption of a voluntary code.
address the threats that impact our organizations.
Workshop R
In this session, the LCUC Cyber Security Group will
provide insight to some of the most critical controls Open Banking and Why it Matters to
and processes that you could use at your credit Your Credit Union
union to protect one of your most important assets, 2nd Floor, Civic Ballroom South
your data, and minimize the financial impact a data
breach can have on your organization. Last year, the idea that Canada might adopt an
“open banking” framework was pure speculation.
Now we know the federal government is giving
Workshop P the issue serious thought. The Department
of Finance raised the issue in a consultation
What’s New in Social Media Advertising Tools document last summer and is working on a set of
2nd Floor, Provincial Ballroom market conduct rules governing retail payments
Social media evolves at a fast pace and each that helps set the regulatory context for an open
evolution brings new advertising opportunities. banking policy. In this discussion, presenters
This workshop will review the new advertising will do a deep dive on open banking and how it is
opportunities available on Facebook and being implemented in the United Kingdom (and
Instagram, and share strategies to engage its equivalent, PSD2 in Europe), and the related
audiences, grow followers, determine the opportunities for credit unions.
effectiveness of each new ad format, and leverage
Facebook’s retargeting tools. You will learn how
to get effective engagement and conversions from
each digital ad dollar spent by your credit union. Payments Modernization:
What Credit Unions Need to Know
Sponsored by: Mezzanine Floor, Birchwood Ballroom
Join us as we delve into exactly what the payments
modernization plan is, how credit unions and
membership will benefit, and what the payments
Workshop Q modernization journey looks like for credit unions.
Payments modernization will change the payments
Getting Ahead of the Curve: A Proposal for a
landscape in Canada. It will introduce innovative
National Credit Union Code of Conduct
and interoperable payments platforms and enable
Mezzanine Floor, Pine
new fintech and solution providers into the market.
A wave of market conduct rules is coming. The How will credit unions and consumers benefit from
federal government will soon introduce a new a modernized payments system?
consumer protection framework for banks.
It is also working on a complementary retail
12 2018 National Conference for Canada’s Credit Unions / Different by DesignCO NFER ENC E P RO G R A M S C HEDULE
6:30 p.m. - 10:30 p.m.
An Introduction to Mobile Payments
Gala Banquet & Awards Ceremony
Mezzanine Floor, Linden
Lower Concourse, Grand Ballroom
Credit union members are among the heaviest For over 80 years, the National Credit Union
users of their debit cards for daily purchases. Now Awards program has provided a platform to
they can pay with Interac® Debit using their Apple celebrate outstanding credit union leadership,
or Android smartphone. With so much change and community involvement and ingenuity. This event
innovation happening in the payments industry, recognizes credit union and regional Central staff
is your credit union ready to enter the digital who, by action or representation, exemplify the
payments space? Attend this session to find out. true nature of the co-operative spirit and who
continue to drive the entire system forward. Join
your peers in a fun-filled evening as we applaud
the achievements of the credit union system’s
outstanding efforts over the past year.
Sponsored by:
GAW_Pub_CCUA_V05.pdf 1 2018-03-20 9:32 AM
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1 855 GO GARDA (464 2732) 2018 National Conference for Canada’s Credit Unions / Different by Design 13SPE CIAL P ROGRAM S
SATURDAY APRIL 28 SUNDAY APRIL 29
9:00 a.m. - 5:00 p.m. 9:00 a.m. - 5:00 p.m.
Cusource® CUDA® Director Training: Cusource® CUDA® Director Training:
Foundations of Governance in Theory & Action Strategic Planning & Execution Amid
Industry Uncertainty and Potential Disruptive
Foundations of Governance is comprised Technologies
of two components: six preparatory online
modules followed by a one-day in-class session In this full-day session you will actively engage
(Foundations of Governance in Theory and in exploring the strategic planning / strategic
Action). After completing the Foundations of execution implications associated with
Governance online modules, this case-based, what has been termed the Fourth Industrial
one-day session gives a director a variety of Revolution, a new technological revolution that is
opportunities to apply what has been learned fundamentally changing the way we live.
about governance “in theory”.
9:00 a.m. - 5:00 p.m.
9:00 a.m. - 5:00 p.m.
Cusource® CUDA® Director Training:
Cusource® CUDA® Director Training: HR Governance
Strategy: Planning & Oversight This case-based full-day course provides an
In this one-day course, directors will learn about overview of the human resource governance
their roles and responsibilities specifically related accountabilities of credit union boards, with a key
to strategic planning. Through animated group focus on managing the board/CEO relationship.
discussions and case analysis, directors will It is designed to build awareness of this body
leave this session with a greater understanding of knowledge, outlining the key activities and
of the board’s governance role in the strategic considerations board members should be familiar
planning process: from visioning, to goal setting, with in order to fulfill their due diligence in
monitoring implementation and recognizing the governing the credit union’shuman capital needs.
need for change. From this course, directors see Your learning about HR governance starts before
that strategic planning is a dynamic, ongoing the group session. strategy execution.
process, not a static, shelved document; they also
explore the tools that enable them to oversee
strategy execution.
14 2018 National Conference for Canada’s Credit Unions / Different by DesignB R EA K O UT S ESS IO NS
BREAKOUT BREAKOUT BREAKOUT
STRATEGIC SESSIONS #1 SESSIONS #2 SESSIONS #3
THEMES Monday, April 30 Tuesday, May 1 Tuesday, May 1
3:15 - 4:30 p.m. 2:30 - 3:45 p.m. 3:45 - 5:00 p.m.
Workshop M
Workshop A Workshop G The Impact of
COMPLIANCE Cybersecurity – Anti-Money Laundering Regulatory Policy
Not Just an IT Issue* Compliance in 2018 Development on
Compliance
Workshop B Workshop H
Workshop N
GOVERNMENT Overview of the Governing Federal Credit
Aligning Government
RELATIONS Canadian Housing Unions: What Boards
Relations Efforts*
Market* Need to Know*
Workshop C Workshop I Workshop O
INNOVATION Young Leader Final Business Opportunities Keeping your Members’
Presentations with Cannabis* Data Safe
Workshop D
Workshop J
How Credit Unions Can Workshop P
National Awareness:
MARKETING Leverage Their Strengths What’s New in Social
A Conversation About
to Keep Ahead of the Media Advertising Tools
Co-operative Advertising
Competition
Workshop Q
Workshop E Workshop K
Getting Ahead of the
MEMBER Affordability and the Building Data Analytics
Curve: A Proposal for a
FOCUS Canadian Consumer: Capability: Credit Union
National Credit Union
Credit Union Solutions Data Journeys
Code of Conduct*
Workshop L
Workshop R
Aviso Wealth – Propelling
SYSTEM Workshop F Open Banking and
an Integrated and Holistic
PRIORITIES LCUC CIOs Briefing* Why it Matters to
Credit Union Wealth
Your Credit Union*
Management Model*
Introduction to
Mobile Payments
MOBILE Introduction to Introduction to
PAYMENTS Mobile Payments Mobile Payments Payments Modernization:
What Credit Unions
Need to Know
* Directors suggested sessions
2018 National Conference for Canada’s Credit Unions / Different by Design 15SHE RATON CENT RE – LOW ER CONCO UR S E
Mastercard
233 Charging Lounge
CDF Silent Auction
228 229 230
227
226
GRAND BALLROOM
(MAIN STAGE) 225 224 223 222 221
214 218
210
206
CCUA 207 211
Booth 202
200
205
203
201 1
VIDE 2
ROOM
TRADE SHOW HOURS
100 101 102 103
SHERATON SHERATON
105
Monday, April 30
HALL EAST HALL
106
8:00 a.m. – 6:00 p.m.
(SESSION ROOM) 150 107
108
Tuesday, May 1
153
8:00 a.m. – 3:45 p.m.
145 154 110
144
112
Trade Show
143
142 113
Grand Ballroom
157 114
115 CCUA Booth
138 161
117
Sheraton Hall East
137
118
136
162
Escalator/Elevator/Stairs
119
135
164
120 Restrooms
134
165
133
Food & Beverage
132 122
131 167 123
130 168 124
169 125
YOUNG
LEADERS
126
PHOTO BOOTH
129
16 2018 National Conference for Canada’s Credit Unions / Different by DesignEX HIBITOR B OOT H LIST
1 Aprio 129 Photo Booth 169 TGT Solutions
2 Sun Life Financial 130 Croesus 200 Credential
100 Diebold Nixdorf 131 ADESA Canada 201 NewGround
101 VISA Canada 132 Teranet Inc. 202 The CUMIS Group Ltd.
102 EY 133 Resolver Inc. 203 Collabria
Everlink Payment
103 D+H 134 Doxim 205
Services Inc.
Canadian Co-operative
105 Vidyo 135 206 Concentra
Investment Funds
Canadian Credit Union
106 First Data Canada 136 Generali Global Assistance 207
Association (CCUA)
107 Central 1 137 PayNet Inc. 210 GardaWorld Cash Services
108 Cardtronics 138 The Learning Edge Inc. 211 Desjardins
110 Amazon Web Services 142 Coconut Software 214 Beverage Station
112 Brink’s Canada Limited 143 CU Training Inc. 218 Lucidia Ltd./ASAPP
113 Hyland, creator of OnBase 144 PRA Canada 221 IBIS World
114 Highgate Systems Inc. 145 Environics Analytics 222 Silvercloud Inc.
115 DiliTrust 150 CGI Group Inc. 223 SAS
117 Paystation Inc. 153 smartsolutionTM 224 Fiserv
118 DoubleDigit Sales 154 CUBE 225 Celero
The Ficanex Group
119 EVERFI 157 Salesforce/nCino 226
of Companies
120 UPLevel 161 Avanti Software Inc. 227 MNP
122 Technicost Inc. 162 CASL Cure 228 Happy or Not
123 SecureKey Technologies 164 Commissionaires 229 CDF Canada
Richmond Advisory
124 165 TAB 230 CDF Silent Auction
Services Inc.
125 Grow Technologies Inc. 167 ThoughtFarmer 233 Mastercard Canada
126 Young Leaders 168 Iron Mountain Canada
2018 National Conference for Canada’s Credit Unions / Different by Design 17SPONS ORS AND EXHIBITO R S
TH AN K YOU S P ON S OR S
CCUA would like to thank all our sponsors for their generous support.
Credit Union
TH AN K YOU E X H I B ITORS
CCUA would like to recognize our trade show exhibitors.
.
NATIONAL PROPERTY MANAGEMENT
SERVICES
FOR PROPERTIES UNDER
MORTGAGE ENFORCEMENT OR
INSOLVENCY
18 2018 National Conference for Canada’s Credit Unions / Different by DesignS P O NS OR A ND EX HIB ITOR P RO FILES ADESA Canada is the country’s largest auto auction and remarketing services company. ADESA provides state-of the-art facilities and technologies to help dealers and consignors buy and sell used cars, trucks, RV’s, boats, motorcycles and heavy equipment. In addition to providing licensed automotive dealers with a large and diverse selection of used vehicles, ADESA offers financing, reconditioning, marshalling, inspections and salvage auctions. ADESA’s internet auction services, DealerBlock and LiveBlock provide dealers with powerful and effective tools to find, bid on and buy used vehicles. adesa.ca Amazon Web Services (AWS) Worldwide Public Sector helps government, education, and nonprofit customers deploy cloud services to reduce costs, drive efficiencies, and increase innovation across the globe. With AWS, you only pay for what you use, with no up-front physical infrastructure expenses or long-term commitments. aws.amazon.com Aprio makes good governance simple and affordable for organizations of any size. Our board portal is the #1 choice of credit unions to achieve transparent communication, efficient decisions and well-run board meetings. With all board information, scheduling, collaboration and decision tracking in Aprio, the work of organizing meetings, and engaging and keeping directors up to date becomes easier, and far more secure. Founded in 2003, Aprio is proud of our reputation for the best customer experience in our industry. Visit aprio.net to learn more. ASAPP Online Solutions builds, markets and sells online and mobile account opening solutions to credit unions across North America. ASAPP allows credit unions to open retail and small business accounts and on-board new members seamlessly in-branch and through desktop, tablet or mobile devices. With ASAPP, your credit union can be opening new accounts in less than 4 weeks! asappbanking.com Invest in a better employee experience from hire to retire. Canadian Credit Unions leverage Avanti’s technology to pay, develop, and manage their employees. With Avanti as your all-in-one solution for Payroll, HRIS, and time tracking, every employee is part of your Credit Union’s people management success. Invest in a Canadian HR Tech partner that knows you by name and yields greater returns. Visit us at booth 161 or check out avanti.ca/CCUA to start a conversation. Blake, Cassels & Graydon LLP (Blakes) is one of Canada’s top business law firms. We provide unparalleled client service and the highest standard of legal advice to leading businesses in Canada and around the world. Our integrated network of 11 offices offers clients access to the Firm’s full spectrum of capabilities in virtually every area of business law. Blakes is counsel to many cooperative financial institutions across Canada, including credit unions, caisses populaires and credit union centrals. Our lawyers have a deep understanding of this sector and have built strong and effective working relationships with federal, provincial, and industry regulators. blakes.com Brink’s Canada is the premier provider of armoured transportation, ATM service, and cash and coin processing with over 40 locations across Canada. Working with leading firms since 1927, Brink’s understands the challenges you face and can created a customized solution that’s right for your Credit Union. The right solution can help you build the most efficient and cost-effective cash supply chain, saving you time and money. The Brink’s name is synonymous with security, efficiency and world class service – and we would be happy to work with you to find a better cash management approach. Is it time to rethink your cash supply chain? Think Brink’s brinksinc.com 2018 National Conference for Canada’s Credit Unions / Different by Design 19
SPONS ORS AND EXHIBITO R P ROFILES
Cardtronics is the global leader in ATM solutions, serving retailers, banks, and
consumers. Owning, operating, fleet managing or processing for over 230,000
retail & bank ATMs worldwide, Cardtronics provides convenient cash access;
drives foot traffic for top retailers; operates the largest surcharge-free network;
and helps banks manage best-in-class branch ATM networks. cardtronics.com
The Canadian Co-operative Investment Fund (CCIF) is an impact investment
fund that takes into account the differences of the co-operative and mutual
model. The CCIF provides development capital with investment in quasi-equity
(subordinated debt), which will then leverage the financial services currently
available at canada.coop
The Canadian Credit Union Association (CCUA) is your national trade
association, representing and unifying affiliate credit unions and caisses
populaires in provinces outside of Quebec. This is your portal to a repository of
resources, programs, collaborative communities, articles, and more. ccua.com
CASL Cure is the only fully automated and integrated solution on the market that
provides our customers with all the operational, management and audit tools
required to manage all aspects of compliance with CASL, CAN-SPAM and GDPR
simultaneously.
Global email compliance is achieved in a single deployment with different rules
for different users depending on their geographic requirement with CASL Cure
acting as the system of record for consents and unsubscribes for all your systems
and databases. Companies with subsidiaries and/or multiple domains can have
distinct opt-outs and corporate identification options for each company and/or
domain all within the same deployment. caslcure.com
The Co-operative Development Foundation of Canada (CDF Canada) is
an international development group established in 1947. We create equal
opportunities for economic, gender empowerment and environmental resilience
in communities around the world. cdfcanada.coop
Celero is a leading provider of IT solutions to financial institutions across Canada.
Consistently ranked among the world’s top financial technology companies on the
annual FinTech 100 list, Celero has over 250 employees located across Canada.
A full-service IT shop, Celero provides complete banking solutions, IT planning,
systems integration, hosting, support, maintenance and professional services to
meet the unique needs of financial institutions of all sizes and delivers world-class
reliability through our Canadian-based data centres, employees and operations.
celero.ca
With offices in Vancouver, Mississauga and Toronto, Central 1 Credit Union holds
on balance sheet approximately $17.3 billion in assets. We provide wholesale
financial products, trust services, payment processing solutions and direct
banking services to almost 300 credit unions and institutional clients from coast
to coast.
In addition, Central 1 is the primary liquidity manager, payments provider and
trade association for our 42 member credit unions in B.C. and 70 Ontario member
credit unions. Our members represent a consumer-oriented, full-service retail
financial system that collectively serves 3.3 million members and holds more than
$116.8 billion in assets. For more information, visit central1.com
Founded in 1976, CGI is one of the largest IT and business process services
providers in the world, delivering high-quality business consulting, systems
integration and managed services. With a deep commitment to providing
innovative services and solutions, CGI has an industry-leading track record of
delivering 95% of projects on time and within budget, aligning our teams with
clients’ business strategies to achieve top-to-bottom line results. cgi.com
20 2018 National Conference for Canada’s Credit Unions / Different by DesignS P O NS OR A ND EX HIB ITOR P RO FILES CMHC helps Canadians meet their housing needs. As Canada’s authority on housing, we contribute to the stability of the housing market and financial system, provide support for Canadians in housing need, and offer objective housing research and advice to Canadian governments, consumers and the housing industry. Prudent risk management, strong corporate governance and transparency are cornerstones of our operations. cmhc-schl.gc.ca Coconut is an enterprise appointment scheduling solution that modernizes the member experience and increases business results while maintaining unparalleled levels of security and compliance. Providing a real-time, easily adopted scheduling solution, Coconut is used by credit unions such as TCU Financial Group and Tandia Financial Credit Union. coconutsoftware.com Collabria is a unique payment solutions provider created to deliver customized, end-to-end credit card products and services. At its core, what sets Collabria apart is its foundation in partnership, collaboration and responsiveness. With Collabria, you’ll never have to settle for “one size fits all” programs. Instead, Collabria professionals work with you to design solutions built around the exact needs of your financial institution and your customers. For more information, visit collabriafinancial.ca. Commissionaires provide total security services in over 1,200 local communities across Canada offering guarding, mobile patrol, alarm response, employee screening, and video monitoring. Protect your facilities with some of our more than 22,000 security professionals who are trained to a national standard. Strengthen your security with our proven skills and experience since 1925. commissionaires.ca Concentra is Canada’s leading provider of wholesale banking and trust solutions to credit unions from coast to coast. concentrafinancial.ca With more than 25 years of experience, Credential is the leading provider of wealth management services to over 200 credit union partners across Canada. Credential is part of Aviso Wealth, a national financial services company owned by Credit Union Centrals, CUMIS and Desjardins. Aviso provides a wide range of products and services to help Canadians achieve financial well-being, including Qtrade Investor, a top-ranked online broker, and NEI Investments, a Canadian leader in Responsible Investing funds and portfolios. credential.com Since 1987, Croesus has been providing sophisticated wealth management solutions to financial institutions throughout North America. Currently, 14,000 investment professionals use Croesus solutions to manage over $1 trillion in assets. With its 180 dedicated employees, Croesus is recognized for its ability to efficiently transform data into information, develop portfolio management solutions to drive efficiency and deliver business intelligence for fact-based decision making. croesus.com Board 360°- Leading e-learning provider CU Training (cutraining.com) and internal audit, governance and risk management experts PRA Canada (pragroup. ca) introduce Board 360 – the knowledge portal for governance and leadership excellence. Board 360 combines governance essentials, interactive learning and coaching services that provide credit union boards with full circle assessment and reporting tools to meet and exceed regulatory compliance requirements. Take your board to the next level with Board 360°. cutraining.com 2018 National Conference for Canada’s Credit Unions / Different by Design 21
SPONS ORS AND EXHIBITO R P ROFILES
The Canadian Business Owner Strategy (CUBOS) is a collaboration of more
than fifty credit unions that share an interest in supporting the growth and
development the business owner market. This group of credit unions represents
Credit Union more than $125 billion in credit union assets and have collectively identified the
business owner market as an attractive growth priority for their credit unions.
CUBOS supports its member credit unions with business owner-focused research,
insights, tools and resources. Open to all credit unions for an annual subscription
fee, CUBOS is a program of CCUA. For more information please refer to
canadascreditunions.com
Over time, as your Credit Union evolves, your image may lag behind…it may
appear “dated” and “tired”. Credit Union Brand Engineering (CUBE) is a
strategic and creative solution designed to “refresh” your overall brand image and
member marketing program to better communicate who you are and what you do.
cubeyourbrand.com
CUES® is an international membership association dedicated to the education
and development of credit union CEOs, executives, directors and future leaders.
Our offerings—from highly acclaimed institutes to an array of online services
and progressive strategic solutions—are the premier professional development
programs in the credit union industry today.
CUES helps keep the movement strong through:
• Conferences, seminars and online learning opportunities
• Executive education programs offered in partnership with top business schools
• Products, services, white papers and industry reports on vital topics
• Networking opportunities with colleagues, both in person and electronically
• Credit Union Management™ magazine, delivering the movement’s most relevant
coverage of real-world issues
CUES members receive discounts on most offerings, as well as access to a number
of free benefits. Learn more at cues.org.
The CUMIS Group Limited creates financial security for Canadians and promotes
the growth and success of credit unions and causes popularizes in Canada. By
partnering with CUMIS, credit unions can offer their members insurance and
insurance-based wealth management solutions. CUMIS is owned by Co-operators
Life Insurance Company and Central 1 Credit Union. cumis.com
D+H is a leading financial technology provider the world’s financial institutions
rely on every day to help them grow and succeed. Our lending, payments and
enterprise solutions are trusted by nearly 7,000 banks, specialty lenders,
community banks, credit unions and governments. With annual revenues of more
than $1 billion, D+H is recognized as one of the world’s top FinTech companies on
IDC Financial Insights FinTech Rankings and American Banker’s FinTech Forward
ranking. dhltd.com
DBRS is an independent, privately held, globally recognized credit ratings agency
with offices in Toronto, New York, Chicago, Mexico City, London and Frankfurt.
We strive to differentiate ourselves from competitors through a more pragmatic
rather than mechanistic approach, in-depth research and unequalled mandate
execution.
Founded in 1976, we are a rapidly growing, international ratings agency with
deep roots in Canada. Our four decades of experience and strong track record
provide the foundation for us to seek out new opportunities and to make targeted
investments that align with our core ratings operations.
Our approach and our size as the world’s fourth-largest ratings agency allow us to
be nimble enough to respond to customers’ needs in their local markets, but large
enough to provide the necessary expertise and resources they require. dbrs.com
22 2018 National Conference for Canada’s Credit Unions / Different by DesignS P O NS OR A ND EX HIB ITOR P RO FILES
Deloitte provides audit & assurance, consulting, financial advisory, risk advisory,
tax and related services to public and private clients spanning multiple industries.
Deloitte serves four out of five Fortune Global 500® companies through a globally
connected network of member firms in more than 150 countries and territories
bringing world-class capabilities, insights and service to address clients’ most
complex business challenges. To learn more about how Deloitte’s approximately
264,000 professionals—9,400 of whom are based in Canada—make an impact
that matters, please visit us at www.Deloitte.ca.
Desjardins Group is the leading cooperative financial group in Canada and the
sixth largest cooperative financial group in the world with assets of $275.1
billion. To meet the diverse needs of its members and clients, Desjardins offers
a full range of products and services to individuals and businesses through its
extensive distribution network, online platforms and subsidiaries across Canada.
desjardins.com
Diebold Nixdorf is a world leader in enabling connected commerce for millions
of consumers each day across the financial and retail industries. Its software-
defined solutions bridge the physical and digital worlds of cash and consumer
transactions conveniently, securely and efficiently. As an innovation partner for
nearly all of the world’s top 100 financial institutions and a majority of the top 25
global retailers, Diebold Nixdorf delivers unparalleled services and technology
that are essential to evolve in an ‘always on’ and changing consumer landscape.
dieboldnixdorf.com
A software solutions provider, DiliTrust offers a complete range of solutions and
services dedicated to corporate governance in the legal, financial and internal
control areas. The DiliTrust offer includes:
• DiliTrust Governance, a collaborative platform for the management of legal
operations, centralizing and organizing corporate legal data.
• DiliTrust Exec, an intuitive and user-friendly digitization solution for boards of
directors and committees.
• DiliTrust Data Room, electronic datarooms for a secure exchange of
confidential data.
• DiliTrust MFT, a simple tool for the secure transfer of sensitive and heavy files.
dilitrust.com
Do Some Good is an online platform and mobile app for people, causes and
companies who want to make a difference in their community. Do Some Good
helps Credit Unions share their giving story, build member loyalty, engage
employees and get a better return on donations…AND it is really good for the
community! Visit DoSomeGood.ca to learn more.
DoubleDigit Sales is a top 20 sales training firm. We help salespeople, sales
managers and executives perform significantly better to achieve double digit
growth. Drawing on our extensive library of proven content and tools, we leverage
our streamlined design process to deliver customized and exceptional learning
experiences that change behaviors and drive improved sales results. Doing our
job right means our clients must be able to apply their learning the very next day.
doubledigit-sales.com
Doxim is a leading provider of SaaS customer engagement software for credit
unions. Doxim’s Customer Engagement Platform helps transform member
experience, drive increased wallet share, and address key digitization challenges,
from automated onboarding, to personalized communications and anytime,
anywhere content access. doxim.com
2018 National Conference for Canada’s Credit Unions / Different by Design 23SPONS ORS AND EXHIBITO R P ROFILES
One of North America’s premier marketing and analytical services companies,
Environics Analytics helps customers turn data and analytics into insight,
strategy and results. EA offers the full range of analytical services—from data
supplier to strategic consultancy—and provides authoritative reports, software
and modelling approaches to solve business challenges. environicsanalytics.com
Equifax is a global information solutions company that uses unique data,
innovative analytics, technology and industry expertise to power organizations
and individuals around the world by transforming knowledge into insights that
help make more informed business and personal decisions.
Headquartered in Atlanta, Ga., Equifax operates or has investments in 24
countries in North America, Central and South America, Europe and the Asia
Pacific region. It is a member of Standard & Poor’s (S&P) 500® Index, and its
common stock is traded on the New York Stock Exchange (NYSE) under the
symbol EFX. Equifax employs 10,300 employees worldwide. equifax.ca
Used by 750+ of the world’s largest financial institutions to strengthen their
education solutions with an interactive, scalable and measurable tool to impact
learners at scale. EVERFI powers a network of 16+ million learners to increase
financial capability among consumers, employees, business partners and
communities. everfi.com
Everlink Payment Services Inc. is a leading provider of comprehensive,
innovative and integrated payments solutions and services for credit unions,
banks, and independent sales organizations across Canada. In addition to
supplying best-in-breed technology infrastructure and payment network
connectivity via our well established Payment Network Gateway, we offer a
diversified range of integrated payments Lines of Business including: ATM
Managed Services, Card Issuance & Management, Fraud Management, Merchant
Services and Professional Services. is a leading provider of comprehensive,
innovative and integrated payments solutions and services for credit unions,
banks, and independent sales organizations across Canada. everlink.ca
EY is committed to doing its part in building a better working world. The insights
and quality services we deliver help build trust and confidence in the capital
markets and in economies the world over. We develop outstanding leaders who
team to deliver on our promises to all of our stakeholders. In so doing, we play a
critical role in building a better working world for our people, for our clients and for
our communities. ey.com
FICANEX Services Limited Partnership is a long-standing partner of Canadian
Credit Unions and Tier 2 Banks, providing Member financial institutions with
access to THE EXCHANGE® ATM Network. FICANEX Technology Limited
Partnership was formed to create tunl.™, the technical pathway between the
Fintech world of solutions and services and our Member financial institutions.
ficanex.ca
First Data is a global leader in commerce-enabling technology, serving
approximately six million business locations in more than 100 countries around
the world. First Data is dedicated to helping companies of all sizes conduct
commerce by securing and processing more than 2,800 transactions per second
and $2.2 trillion per year. firstdata.com
Fiserv is driving innovation in Payments, Processing Services, Risk & Compliance,
Customer & Channel Management and Insights & Optimization. Our solutions help
clients deliver financial services at the speed of life to enhance the way people live
and work today. Visit fiserv.com to learn more. fiserv.com
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