RBC Convention Centre Winnipeg, MB - May 5-8, 2019 - Canadian Credit Union Association
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May 5-8, 2019
RBC Convention Centre
Winnipeg, MB
It’s time for your credit union to make an IMPACT in this crowded marketplace. Join your peers from across Canada for collaborative workshops, thought-provoking keynote presentations, and the biggest credit union-focused trade show in Canada, all designed to give you the tools and knowledge to standout in this competitive landscape. CONTENTS Featured Speakers ................................................................................... 3 Conference Program Schedule ..................................................... 7 Workshops ...................................................................................................... 17 Conference Features ........................................................................... 18 Venue Information .................................................................................. 19
FEAT URE D S PE AKERS
MASTER OF CEREMONIES
David Kelly
Owner, Chief Creative Officer, Kelly Brothers Productions
David co-founded Kelly Brothers Productions in 2009 with the goal of using
his experience and contacts in television, theatre and education to create a
world-class production team and company. During that time he has written,
SPONSORED BY: produced, acted and hosted in Kelly Brothers’ theatrical, live and video
events. His focus has been to bring together business, not-for-profit and
arts communities in powerful storytelling partnerships.
Prior to Kelly Brothers Productions, Dave was the face of morning television
in Calgary where was nominated four times and twice won the “Best
Television Host” AMPIA (Alberta Motion Picture Industry Association)
Award for his work on Calgary’s Breakfast Television on Citytv.
MONDAY LUNCHEON PRESENTATION
Stephen S. Poloz
Governor, Bank of Canada
Mr. Poloz has been Governor of the Bank of Canada since June 3, 2013.
Born in Oshawa, Ontario, Mr. Poloz has over 30 years of public and private
sector experience. An economist by training, he first joined the Bank of
Canada in 1981 and occupied a range of increasingly senior positions
Stephen S. Poloz
Monday, May 6
over a 14-year span. Mr. Poloz then spent four years at BCA Research as
12:00 p.m. - 2:00 p.m. managing editor of its flagship publication, The International Bank
Credit Analyst.
HOSTED BY:
Mr. Poloz joined Export Development Canada in 1999 as Vice-President
and Chief Economist. From 2008 to 2010, he was responsible for all of
EDC’s lending programs, as well as the Economics and Corporate and
International Trade Intelligence groups. He became EDC’s President and
CEO in January 2011, a position he held until his appointment at the
Bank of Canada.
PRESENTING SPONSOR: TITLE SPONSOR:
#IMPACT2019 / NATIONAL CONFERENCE FOR CANADA’S CREDIT UNIONS 3
FEATURED SPEAKERS
MONDAY FAST TRACK SESSION A
Porter Gale
Former VP of Marketing at Virgin America, Marketing & Network Expert
Porter Gale has more than 25 years of experience in marketing, business,
and tech. She was awarded the Changing The Game Award by The
Advertising Women of New York (AWNY), was on AdAge’s Digital Hotlist,
Porter Gale iMedia’s Top 25-Digital Marketers list, and named a Digital Passionista by
Monday, May 6 The Huffington Post. In her popular talks, she uncovers everything from
10:45 a.m. - 11:45 a.m. the newest trends and innovations in marketing and technology, to why
strategically building a network improves happiness, productivity, and return.
SPONSORED BY:
Currently, Porter works with CEOs of tech-driven companies, to provide
mentoring, marketing, fundraising, and recruiting support. Clients include
AdTech, FinTech, Gaming, CPG, E-commerce, Healthcare and SaaS
companies. Most recently, she helped to build an AI-driven SaaS platform
and marketplace called Globality, helping the co-founders define and scale
the company which now operates in 80 countries.
MONDAY FAST TRACK SESSION B
Peter Sheahan
Founder & Group CEO, Karrikins Group
Peter has advised leaders from companies as diverse as Apple, Goldman
Sachs, Microsoft, Hyundai, IBM, Pfizer, Wells Fargo, and Cardinal Health. He
is the author of 7 books, including Flip, Generation Y, Making it Happen, and
Peter Sheahan recently released Matter.
Monday, May 6
10:45 a.m. - 11:45 a.m. Peter has delivered more than 2,500 presentations to over 500,000
people in 20 different countries, and he has been named one of the 25
SPONSORED BY: Most Influential Speakers in the World by the National Speakers Association,
and is the youngest person ever to be inducted into their Hall of Fame.
4 #IMPACT2019 / NATIONAL CONFERENCE FOR CANADA’S CREDIT UNIONS
FEAT URE D S PE AKERS
MONDAY AFTERNOON SPEAKER
Dr. Nick Bontis
Professor of Strategy, McMaster University, Director, Institute for
Intellectual Capital Research
Whatever you want to know about Nick is on his website which you will
find at www.NickBontis.com. However, here are some things you might not
Nick Bontis
know about him. He is currently Vice President of Canada Soccer and was
Monday, May 6 involved in the 2026 FIFA World Cup bid which Canada won with USA and
2:30 p.m. - 3:30 p.m. Mexico. He has also been instrumental in the successful launch of the new
Canadian Premier League. He has conducted extensive research on credit
SPONSORED BY: unions specifically pertaining to knowledge transfer and human capital
analytics. As a professional speaker he is guaranteed to ignite, entertain
and enlighten his audiences, and leave them with both the tools and the
inspiration to perform at a higher level and accelerate performance.
TUESDAY KEYNOTE PRESENTATION
Chitra Anand
Intrapreneurship Expert, Former Head of PR & Communications,
Microsoft Canada
Chitra Anand is at the forefront of an important new movement in the
workplace: intrapreneurship. Intrapreneurs are the people within your
Chitra Anand organization who possess an entrepreneurial spirit – driving innovation,
Tuesday, May 7 creative thinking, and new ideas. The former head of PR for Microsoft
9:00 a.m. - 10:15 a.m. Canada, Anand has been an intrapreneur for her entire career. Her
engaging talks reveal how to foster that spirit, and how to stay on the
SPONSORED BY: cutting edge of market trends, technology, and consumer behaviour.
TUESDAY LUNCHEON PRESENTATION
Chris Otey
Chief Revenue Officer, CU 2.0
Chris is the Chief Revenue Officer at CU 2.0 and the Chairman of the Board
at South Bay Credit Union. At CU 2.0, Chris looks to create partnerships
between FinTech providers and credit unions to allow them
to compete and thrive in a constantly changing digital environment.
Chris Otey
Tuesday, May 7
Previously, Chris was the Chief Revenue Officer at CU Wallet. In this
12:10 p.m. - 12:50 p.m.
capacity, Chris worked to unite the sector behind a credit union led,
credit union driven mobile wallet solution. He worked with credit unions,
merchants, other CUSOs, state leagues and associations to create the
credit union specific mobile payments ecosystem.
#IMPACT2019 / NATIONAL CONFERENCE FOR CANADA’S CREDIT UNIONS 5
FEATURED SPEAKERS
TUESDAY AFTERNOON MARKETING KEYNOTE
PRESENTATION
David Allison
Consumer Behavior Expert, Marketing Advisor
& Valuegraphics Data Pioneer
After decades in marketing communications roles around the globe, David
David Allison Allison’s pioneering Valuegraphics research changes the way you see the
Tuesday, May 7 world, and uses big data to prove the most effective methods for motivating
3:00 p.m. - 4:00 p.m. your audience and stakeholder groups. Valuegraphics is the first big data tool
that can detect what a target audience really wants, and what messages
SPONSORED BY: will motivate them most. It analyzes 75,000 surveys about shared values,
wants, needs and expectations from North America, 20,000 from China,
and the remainder of the world coming onstream soon. For every speech
or workshop, David will use this proprietary database to create a Custom
Valuegraphics Profile for a target audience your organization or industry
would like to influence more effectively. He will reveal these bespoke research
results on stage, and provide statistically accurate insights for attendees to
use to their immediate competitive advantage.
CLOSING KEYNOTE SPEAKER
Graham Sherman
Co-Owner, Tool Shed Brewing Company
Graham Sherman and his business partner, Jeff Orr, are two “high-level
geeks” who met in Afghanistan in 2007. At that time, they were working
on contracts for the Canadian and US government and military, installing
Graham Sherman encrypted, tactical communication networks.
Wednesday, May 8
10:45 a.m. - 12:00 p.m.
By day, they rolled around the war zone in armored vehicles, geeking out in
the world of satellite communications. By night, they aimed their obsessive,
SPONSORED BY: high level geekery at mastering coffee, competitive BBQ, controlling their
respective homes back in Calgary with their iPhones….and finally, with
mastering the craft of brewing artisan beer.
6 #IMPACT2019 / NATIONAL CONFERENCE FOR CANADA’S CREDIT UNIONS
CO NFERENCE PROGRAM S CHEDULE
SATURDAY MAY 4 SUNDAY MAY 5
12:30 p.m. – 5:00 p.m. 7:00 a.m. - 7:30 p.m.
Registration Registration, Companion Activities,
South Building, Mezzanine Floor CU NEXTGEN® Leadership Intensive &
Banquet Seat Selection (10:00 a.m.)
9:00 a.m. – 5:00 p.m. Registration: South Building, Mezzanine Floor
Cusource® CUDA® Director Training:
7:30 a.m. - 5:00 p.m.
Culture… a Game Changer?
Canadian Museum for Human Rights National Young Leaders CU NEXTGEN®:
Classroom A The Leadership Test
It has been demonstrated that the state of South Building, Ground Floor, York Ballroom 1
an organization’s culture is directly linked to CU NEXTGEN® is designed exclusively for credit
its bottom line. So why isn’t addressed in the union young leaders (age 40 and under). This
boardroom? Board members may believe that 1.5 day session emphasizes skill development,
culture is too soft to have any real influence knowledge application and networking
over revenues, but evidence is growing that the opportunities. In an engaging and empowering
opposite is true. Perhaps the most revealing and keynote from Drew Dudley of Day One
important fact about culture is that it can, in Leadership, participants will be guided through
fact, be measured. a deep dive of six key leadership values and
learn about “The Leadership Test” – an easy to
apply approach to more consistently engaging
in positive leadership behaviours. Through an
interactive workshop, participants will leave
with a step-by-step process to identify and
9:00 a.m. – 5:00 p.m. operationalize leadership values, on an individual
and organizational level. Drew’s “TED Talk” has
Cusource® CUDA® Director Training:
been voted one of the 15 most inspirational TED
HR Governance
talks of all time; you do not want to miss this!
Canadian Museum for Human Rights
Classroom B Speaker: Drew Dudley
This case-based full-day course provides an Founder & Chief Catalyst, Day One Leadership Inc.
overview of the human resource governance
Sponsored by:
accountabilities of credit union boards, with a key
focus on managing the board/CEO relationship.
It is designed to build awareness of this body
of knowledge, outlining the key activities and
considerations board members should be
familiar with in order to fulfill their due
diligence in governing the credit union’s
human capital needs.
#IMPACT2019 / NATIONAL CONFERENCE FOR CANADA’S CREDIT UNIONS 7
CON F ER ENCE PROGRAM S CHEDULE
SUNDAY MAY 5 6:00 p.m. - 8:30 p.m.
Welcome Reception
9:00 a.m. - 12:00 p.m.
Canadian Museum for Human Rights
Cusource® CUDA® Director Training: Board 85 Israel Asper Way, Winnipeg, MB, R3C 0L5
Performance, Development & Evaluation
Canadian Museum for Human Rights Reconnect with friends and colleagues. The
Classroom A conference welcomes you with an unforgettable
Winnipeg celebration. Enjoy an evening of fun
This half-day course is about performance and food with your credit union friends. Shuttle
management for both boards and individual buses will be running from our host hotels
directors. The course initially focuses its lens starting at 5:30 p.m. until 9:30 pm.
on “the job” of the board and “the job” of being
a director and the competencies (knowledge, Sponsored by:
skills, behaviours and attitudes) those jobs
require. With these tools, boards are in a
position to evaluate their collective an individual
performance and, identify specific needs
and gaps.
MONDAY MAY 6
7:00 a.m. - 6:00 p.m.
Registration & Companion Activities, CU
NEXTGEN® Leadership Intensive, AGM,
9:00 a.m. - 5:00 p.m. Keynote Presentations, Trade Show, CDF
Silent Auction & Banquet Seat Selection
Cusource® CUDA® Director Training:
Registration: South Building, Mezzanine Floor
Ethics in Business & Leadership
Canadian Museum for Human Rights 7:00 a.m. - 8:00 a.m.
Classroom B
Early Start Voting AGM Delegate Breakfast,
In the first half of this full-day workshop with AGM Registration & Voting Package Pick-Up
Mark Reno, you will explore the nature and
importance of ethics and ethical decision-making South Building, 3rd Floor, Hall C
in the current business environment. Mark will
highlight some major business ethics’ issues 7:30 a.m. - 8:30 a.m.
and, through an Ivey Business School case study, Breakfast
show how to apply sound principles of ethical
reasoning and decision-making that result in South Building, 3rd Floor, Hall C
responsible courses of action. The second part
of the day focuses on ethics and leadership. 7:15 a.m. - 10:00 a.m.
National Young Leaders CU NEXTGEN®:
Your Personal Leadership Brand
South Building, Ground Floor, York Ballroom 1
Join Alisdair Smith for this provocative and
engaging exploration of Leadership Brand;
what can people count on you for? Using
neuroscience, cognitive psychology and executive
coaching tools you’ll leave this practical session
with tools to build and enhance your Leadership
Brand at work and in all of the areas you
hold responsibility.
8 #IMPACT2019 / NATIONAL CONFERENCE FOR CANADA’S CREDIT UNIONS
CO NFERENCE PROGRAM S CHEDULE
8:30 a.m. - 10:00 a.m. 10:45 a.m. - 11:45 a.m.
Canadian Credit Union Association AGM Partner Exhibits
South Building, 3rd Floor, Hall C South Building, 3rd Floor, Hall D
10:00 a.m. - 10:30 a.m. 11:45 a.m. - 2:00 p.m.
Networking Break, Partner Exhibits & KEYNOTE PRESENTATION
CDF Silent Auction Doors Open: 11:45 a.m.
South Building, 3rd Floor, Hall D Lunch Service: 12:15 p.m.
Special Keynote Presentation: 1:00 p.m.
Sponsored by: South Building, 3rd Floor, Hall C
Risk Sharing, Flexibility and the
10:45 a.m. - 11:45 a.m. Future of Mortgages
FAST TRACK SESSIONS Presentation by: Stephen S. Poloz
The Future of Marketing: Tumbling Silos Governor, Bank of Canada
A & Driving Technology Toward Success
Presenting Sponsor: Title Sponsor:
North Building, 2nd Floor, Hall H
Speaker: Porter Gale
Former VP of Marketing at Virgin America,
Marketing & Network Expert 2:00 p.m. - 2:30 p.m.
Networking Break, Partner Exhibits &
Join us as Porter Gale uncovers some of the
CDF Silent Auction
newest trends and latest innovations that
marketing-driving organizations are using to build South Building, 3rd Floor, Hall D
and sustain business in a seemingly endless
sea of “the next big thing.” Sponsored by:
Sponsored by:
2:30 p.m. - 3:30 p.m.
Matter: Finding opportunity in the KEYNOTE PRESENTATION
B South Building, 3rd Floor, Hall C
disruption to create more value and
become the obvious choice Work Smarter, Not Harder
South Building, Ground Floor, York Ballroom 1 Presentation by: Dr. Nick Bontis
Professor of Strategy, McMaster University
Speaker: Peter Sheahan Director, Institute for Intellectual Capital Research
Founder & Group CEO, Karrikins Group
The time has finally come for you to learn
As the pace of commoditization accelerates how to work smarter, and not necessarily
and the emergence of technological disruption harder. Your personal leadership demands the
threatens our existing business models, we must highest level of performance, and so do your
find ways to remain relevant and differentiated members. To stay ahead of the game you need
in the hearts our customers! Credit unions will to leadershift your behaviours into an inimitable
learn to find opportunity in disruption to reverse sustainable competitive advantage. During
the downward spiral of commoditization and this enlightening and action-packed keynote
matter more to your customers than presentation you will learn how to cope with
your competition. information bombardment.
Sponsored by: Sponsored by:
#IMPACT2019 / NATIONAL CONFERENCE FOR CANADA’S CREDIT UNIONS 9
CON F ER ENCE PROGRAM S CHEDULE
MONDAY MAY 6 D Digital Dynamics – Emerging Trends in
Digital Commerce
3:45 p.m. - 5:00 p.m. North Building, 2nd Floor,
Presentation Theatre
Workshops and Special Programming
The Financial Services industry continues to be
A Mobile Wallets disrupted by digital innovation. “Digital Dynamics
North Building, 2nd Floor, Hall H – Emerging Trends in Digital Commerce” will
highlight Canadian trends in digital commerce
Credit union members are among the heaviest and payments to help Credit Unions navigate the
users of their debit cards for daily purchases. digital commerce space. This session will cover
Now they can pay with Interac® Debit using their Global and Canadian Digital Landscapes, Digital
Apple or Android smartphone in-store, or with Innovation in Canada and Emerging Digital Form
their Apple devices in-app or online. With so Factors and Use Cases to provide compelling
much change and innovation happening in the reasons why the understanding of emerging
mobile wallet space, is your credit union ready? trends in the digital commerce space is more
Attend this session to learn more about where important now than ever before.
we are with Mobile Pay, Apple Pay, Google Pay
and Samsung Pay. Presented by:
B Small Credit Union Session
South Building, Ground Floor, York 2/3
Calling all small credit unions! This is the perfect 3:45 p.m. - 5:30 p.m.
opportunity to join an interactive exclusive
session to discuss current trends, today’s Trade Show Munch & Mingle
technology challenges, and learn tips on South Building, 3rd Floor, Hall D
member retention that effect small credit
unions today. Join us for Canada’s biggest credit union trade
show! Meet over 60 exhibitors, learn about the
Sponsored by: latest technological trends, network with other
attendees and find business solutions for your
company.
Sponsored by:
C IFRS 16 Information Sharing
South Building, Ground Floor, York 4
Get up to speed with IFRS 16 for 2019 reporting
requirements. This session is aimed at CEOs,
CFOs, audit committee members and other
senior executives. IFRS 16 is the latest of the
changes to financial reporting standards in
recent years. It has implications to the reporting
of lease accounting for credit unions. Join this
session to share what you’re doing to meet
these new standards, learn from other credit
unions and identify best practices.
10 #IMPACT2019 / NATIONAL CONFERENCE FOR CANADA’S CREDIT UNIONSCO NFERENCE PROGRAM S CHEDULE
6:30 p.m. - 9:00 p.m. 7:30 a.m. - 8:45 a.m.
AIME Awards: A Celebration of Womens’ Executive Networking Breakfast
Marketing Success South Building, Ground Floor, York Ballroom 1
South Building, Ground Floor, York Ballroom 1
Let’s have a larger IMPACT. We welcome
The Awards in Marketing Excellence (AIME) are our female leaders to attend this exclusive
now integrated with the National Credit Union networking breakfast for credit union directors
Awards program. Monday will be a special night and C-Suite executive women. This networking
to celebrate and highlight outstanding credit event is the perfect opportunity for you to
union marketing achievements in digital, content, meet your peers, share ideas, and grow your
design, and advertising ingenuity. Join us to professional network.
honour efforts driving credit union awareness
and member growth. Speaker: Shari Graydon
Founder, Informed Opinions
Sponsored by:
Sponsored by:
7:30 a.m. - 8:45 a.m.
Breakfast Session: Credit Union Business
8:30 p.m. - 11:00 p.m. Owner Strategy (CUBOS)
NEXTGEN & AIME AWARDS AFTER PARTY South Building, Ground Floor, York 2/3
Introducing 441 Main, an intimate two-story Open to CUBOS member and non-member
bar in the Exchange District, designed with credit unions. In this session, you will receive
a close eye to detail and built to pay tribute “hot off the press” results from the Spring 2019
to the city, its people, and its culture as a National Business Owner Survey and gain a
downtown nightclub. deeper understanding of what these members
are looking for from their financial institutions,
441 Main
and how you can build and sustain stronger
441 Main Street, Winnipeg, MB, R3B 1B4
relationships with this important growth
Sponsored by: segment.
Sponsored by:
TUESDAY MAY 7
7:00 a.m. - 6:30 p.m.
7:30 a.m. - 8:45 a.m.
Banquet Seating Desk will be open from
8:00 a.m. – 3:30 p.m. Continental Breakfast
(All guests will be sent a reminder email of their South Building, 3rd Floor, Hall D
assigned/selected seat at 4:30 p.m.)
Registration: South Building, Mezzanine Floor
#IMPACT2019 / NATIONAL CONFERENCE FOR CANADA’S CREDIT UNIONS 11CON F ER ENCE PROGRAM S CHEDULE
Workshop B: The ROI of Investing in Your
TUESDAY MAY 7 Members’ Financial Health
Community Impact
9:00 a.m. - 10:15 a.m.
South Building, 3rd Floor, Hall C
KEYNOTE PRESENTATION
South Building, 3rd Floor, Hall C Leveraging insights from the National Financial
Health Index study, this interactive session will
Cultivating Deliberate Innovation focus on how credit unions can support and
reap the rewards of improving their members’
Speaker: Chitra Anand financial health and well-being.
Intrapreneurship Expert, Former Head of PR &
Communications, Microsoft Canada Workshop C: Payments Modernization Update
To succeed, credit unions need to foster System Priorities
the creativity of their staff and develop an North Building, 2nd Floor, Presentation Theatre
environment that promotes constant innovation.
Join Chitra Anand, the former head of PR for Payments Canada is leading an industry
Microsoft Canada, for an engaging talk that effort to build a scalable, future-oriented
reveals how to foster that spirit, and how to stay payments infrastructure in Canada. All financial
on the cutting edge of market trends, technology, institutions are actively preparing for payments
and consumer behaviour. modernization and the introduction of faster,
safer and more data-rich payments. In this panel
Sponsored by: session, participants will hear from Payments
Canada and how Central 1, the Group Clearer
and credit unions are preparing
for modernization.
10:15 a.m. - 10:45 a.m.
Networking Break, Partner Exhibits & Workshop D: Smaller Credit Unions, Bigger
CDF Silent Auction Data: How Small Credit Unions are Levelling
the Playing Field with Big Banks
South Building, 3rd Floor, Hall D Marketing
Sponsored by: North Building, 2nd Floor, Hall H
Two case studies in action. Atlantic Central will
discuss how they used data strategically to
quantify the untapped potential in their markets
10:45 a.m. - 12:00 p.m. and allocate resources more effectively. Westoba
Credit Union will share examples of how they
ROUND 1 – WORKSHOPS
have operationalized their custom segmentation
solution to grow their market share and the
Workshop A: Economic Megatrends
member experience.
Government Relations
Sponsored by:
South Building, Ground Floor, York Ballroom 1
A panel of expert economic commentators will
discuss the coming megatrends that will shape
our economic landscape in the coming decades:
demographics; household debt and housing;
automation and the jobs of tomorrow. These
are just some of the macroeconomic indicators
and vitally important economic themes that
will shape our economy for years to come.
12 #IMPACT2019 / NATIONAL CONFERENCE FOR CANADA’S CREDIT UNIONSCO NFERENCE PROGRAM S CHEDULE
Workshop E: National Young Leaders The Canadian housing market continues to be
Finalist Presentations closely watched by regulators, credit unions,
Innovation – Young Leaders banks, and market commentators. As the effects
of OSFI’s B-20 stress test continues to be
South Building, Ground Floor, York 2/3 debated, public discussions about the housing
market, and specifically housing affordability,
The winners of the National Young Leaders
have become prevalent. Moreover, given the
Awards will present a workshop on a thought-
upcoming Federal Election, this debate has
provoking topic – not to be missed!
taken on a more political tone. This panel will
Sponsored by: provide expert insight into this topic and address
the following questions: Should the B-20 stress
test be changed? What other policy initiatives
can the government take to make housing more
Workshop F: Fighting Financial Crime affordable? Is the Canadian housing market
Compliance overvalued and inflated? And finally, where do
credit unions fit in and what role can they play?
North Building, 2nd Floor, Pan Am Room
Workshop H: Maximizing the Impact
In the digital age, financial transactions are
of Your Community Contributions
made online, and face to face interactions
Community Impact
decline. Members want fast convenient services,
but credit unions need to respond to the North Building, 2nd Floor, Pan Am Room
potential for criminals to use digital channels
to launder the proceeds of crime. Credit As financial cooperatives, credit unions generate
unions must tailor their compliance approach positive economic, environmental and social
to consider the AML implications raised by impact in the communities they serve. However,
new technologies and new ways of doing it can be challenging to effectively communicate
business. This session will consider the current your community impact both internally and
and emerging regulations and credit union externally. In this session, we will share success
approaches to guarding against financial crime. stories from credit unions that are utilizing
creative ways to make their social and economic
impact more visible to their members, to their
12:00 p.m. - 1:00 p.m.
staff and to their community.
Luncheon and Keynote Presentation
South Building, 3rd Floor, Hall C Workshop I: Driving Wealth Management
Credit Union 2.0: The Digital Strategy Growth for Credit Unions
& AI Playbook System Priorities
Presentation by: Chris Otey North Building, 2nd Floor, Presentation Theatre
Chief Revenue Officer, CU 2.0
Credential, part of the Aviso Group of
In this informative presentation delegates will
Companies, will speak to the many ways they
learn alternative tools, and digital strategies for
are supporting their credit union partners
today’s market to make a real impact for credit
to grow their wealth business and improve
unions into the future.
members’ financial well-being.
1:00 p.m. - 2:15 p.m. Learn about best-in-class wealth products and
ROUND 2 – WORKSHOPS digital solutions to support credit unions’ ability
to deliver a fully integrated, multi-channel model
Workshop G: The Canadian Housing that serves all member segments. Training and
Market Update support to develop advisor capabilities focused
Government Relations on holistic financial planning, and technological
enhancements delivering streamlined processes
South Building, Ground Floor, York Ballroom 1 and efficiency will also be discussed.
13CON F ER ENCE PROGRAM S CHEDULE
TUESDAY MAY 7 2:15 p.m. - 3:00 p.m.
Networking Break, Partner Exhibit
1:00 p.m. - 2:15 p.m. & CDF Silent Auction
Workshop J: National Awareness South Building, 3rd Floor, Hall D
Marketing Sponsored by:
North Building, 2nd Floor, Hall H
Join us for an informative session on the new
You First, Banking Second campaign. Designed 3:00 p.m. - 4:15 p.m.
to increase the profile of credit unions, raise
awareness and ultimately make credit unions ROUND 3 – WORKSHOPS
the preferred financial institution of choice for Workshop M: Thinking Strategy: Federal
Canadians, the campaign will launch initially in Credit Union? Merger? Bank Sub? Other?
BC and Ontario in May with the plan to roll out Government Relations
nationally in 2020. The campaign represents the
true spirit of the cooperative movement to help South Building, Ground Floor, York Ballroom 1
consumers understand the advantages being a
credit union member. What is our credit union’s strategy for the
future? Is that a question at your board table?
Workshop K: Open Banking: Ideas & This session will showcase credit unions who
Challenges have made some bold strategic choices. Join us
Innovation to hear from credit unions who have taken the
federal journey, championed mergers, launched
South Building, 3rd Floor, Hall C a bank subsidiary and more. Learn how they set
their strategic path and how they put their plan
In this session, expert presenters will discuss into action.
how an Open Banking framework could solve
many of the friction points consumers face Workshop N: Forging New Partnerships in
with their current financial service providers. Business & Reconciliation
The discussion will focus on what services a Community Impact
Canadian Open Banking framework could make
available to consumers, and what challenges North Building, 2nd Floor, Pan Am Room
could be created for credit unions. A question
and answer session will follow. In the spirit of Reconciliation, various sectors
and organizations are working to build new,
or deepen their relationships with Indigenous
Workshop L: Credit Union Data Integrity:
Peoples. The need to provide financial products
Maintaining Privacy and Compliance
and services tailored to meet the needs of
Requirements
Indigenous Peoples is growing, and credit unions
Compliance
are well positioned to serve this market. This
South Building, Ground Floor, York 2/3 session will discuss how credit unions can
respond to the Truth and Reconciliation Calls to
The foundation for a successful analytics Action and establish meaningful relationships
program is data. Without accurate, quality data, and partnerships with Indigenous Peoples
it’s nearly impossible to make informed business and communities.
decisions. As data becomes an even greater
asset for the credit union, the ability to monitor,
manage and control data’s integrity becomes
even more mission-critical. Establishing a data
governance strategy and data quality procedures
within the credit union ensures dependable data
flows throughout the credit union.
14 #IMPACT2019 / NATIONAL CONFERENCE FOR CANADA’S CREDIT UNIONSCO NFERENCE PROGRAM S CHEDULE
Workshop O: It’s a Basel III World Workshop Q: Digital Identity in Canada
System Priorities & Its Impact on Credit Unions
Innovation
South Building, Ground Floor, York 4
South Building, Ground Floor, York 2/3
There are few things more critical to a financial
institution than capital adequacy and liquidity Learn about what’s happening in the Digital
management. Basel III has introduced new Identity space in Canada, the role of the Digital
standards but provincial regulations differ across Identity Authentication Council of Canada
Canada. This session will focus on how credit (DIACC) in creating a Canada-specific trust
unions are responding to Basel III and other framework, why Interac Corp. is focusing on
evolving standards impacting capital and digital identity, why it’s important for credit
liquidity planning. unions to prepare to play a role in this space,
and what Canada’s largest credit unions see
KEYNOTE PRESENTATION as their role in the digital identity ecosystem.
Workshop P: Marketing by Consumer Values,
Not by Demographics Workshop R: Cyber Security
Marketing for Credit Unions
Compliance
North Building, 2nd Floor, Hall H
North Building, 2nd Floor, Presentation Theatre
Speaker: David Allison
Consumer Behavior Expert, Marketing Advisor & Cyber security is the one of the most topical
Valuegraphics Data Pioneer subjects for credit unions today. This session will
give you the strategies and tools you need to
Thanks to the flattening forces of technology stay ahead of cyber criminals.
we have entered the post-demographic era:
stereotypes based on age, gender, income,
marital status and more can no longer be relied 5:30 p.m. - 6:00 p.m.
on to profile and understand target audience National Gala Banquet Reception
behaviour. This is an enormous shift for anyone
involved in any form of consumer engagement, South Building, 3rd Floor, Hall C
and it’s so new that it has yet to be worked
into the curriculum in business schools or 6:00 p.m. - 9:30 p.m.
marketing programs. With deep data from National Gala Banquet & Awards Ceremony
the Valuegraphics Database, attendees will South Building, 3rd Floor, Hall C
leave this session with eyes-wide-open about
the end of demographic stereotypes and how For over 80 years, the National Credit Union
counterproductive they can be. Delegates will Awards program has provided a platform to
also learn how to use shared values to profile celebrate outstanding credit union leadership,
the audiences you need to reach with as much community involvement and ingenuity. Join your
as eight times greater effectiveness. peers in a fun-filled evening as we applaud
the achievements of the credit union system’s
Sponsored by: outstanding efforts over the past year.
Sponsored by: Wine Sponsor:
#IMPACT2019 / NATIONAL CONFERENCE FOR CANADA’S CREDIT UNIONS 15CON F ER ENCE PROGRAM S CHEDULE
WEDNESDAY MAY 8 12:30 p.m. - 5:00 p.m.
Optional Programming:
8:00 a.m. - 9:00 a.m. Central 1’s Treasury Roundtable
Breakfast North Building, 2nd Floor, Pan Am Room
South Building, 3rd Floor, Hall C
Join us for an engaging Treasury Roundtable
after the 2019 IMPACT Conference. Discuss
9:00 a.m. - 10:30 a.m. strategic topics that matter to you with other
CCUA Member Forum: National Market treasury managers and system experts. We’ll
Conduct Code touch on where the prairie economy is headed,
income generation opportunities, funding
South Building, 3rd Floor, Hall C
and liquidity strategies, as well as derivatives
Join us for CCUA’s 2019 Member Forum - an overview.
interactive discussion on the adoption of a
If you have any questions please contact:
National Market Code of Conduct for Canada’s
Natalie Ebanks
credit unions. Hear from experts on why a
Treasury Services & Solutions Manager, Central 1
voluntary approach to consumer protection could
nebanks@central1.com
benefit your credit union and your members.
Stationery Sponsor:
10:30 a.m. - 10:45 a.m.
Mini Break
South Building, 3rd Floor, Hall C
10:45 a.m. - 12:00 p.m.
KEYNOTE PRESENTATION
South Building, 3rd Floor, Hall C
Unleashing Your Disruptive Behaviour
Speaker: Graham Sherman
Co-Owner, Tool Shed Brewing Company
The concept of “Disruptive Marketing” has
become so buzz-wordy that we often mistake
simply being “innovative” with being disrupting.
Truly standing out in a tough economy, against
monster-sized competition requires the use of
part of our brains we don’t often access.
Sponsored by:
16 #IMPACT2019 / NATIONAL CONFERENCE FOR CANADA’S CREDIT UNIONSWORKS HOPS
ROUND 1 ROUND 2 ROUND 3
STREAM WORKSHOPS WORKSHOPS WORKSHOPS
THEMES Tuesday, May 7 Tuesday, May 7 Tuesday, May 7
10:45 a.m. - 12:00 p.m. 1:00 p.m. - 2:15 p.m. 3:00 p.m. - 4:15 p.m.
Workshop M:
Workshop A: Workshop G: Thinking Strategy:
GOVERNMENT
Economic The Canadian Housing Federal Credit Union?
RELATIONS
Megatrends Market Update Merger? Bank Sub?
Other?
Workshop B: Workshop H: Workshop N:
COMMUNITY The ROI of Investing Maximizing the Impact Forging New
IMPACT in Your Members’ of Your Community Partnerships in Business
Financial Health Contributions & Reconciliation
Workshop C: Workshop I:
SYSTEM Payments Driving Wealth Workshop O:
PRIORITIES Modernization Management Growth It’s Basel III World
Update for Credit Unions
Workshop P:
Workshop D: Workshop J:
Marketing by
MARKETING Smaller Credit National
Consumer Values,
Unions, Bigger Data Awareness
Not by Demographics
Workshop Q:
Workshop E:
Workshop K: Digital Identity in
National Young
INNOVATION Open Banking: Canada and Its
Leaders Finalist
Ideas & Challenges Impact on Credit
Presentation
Unions
Workshop F:
Workshop L: Workshop R:
Fighting
COMPLIANCE Credit Union Cyber Security for
Financial
Data Integrity Credit Unions
Crime
#IMPACT2019 / NATIONAL CONFERENCE FOR CANADA’S CREDIT UNIONS 17CON F ER ENCE F EATURE S
Canadian Credit Union Association Booth Conference App
CCUA is your national trade association, Download the app for instant mobile access to
representing and unifying affiliate credit unions the conference schedule, session details, speaker
and caisses populaires in provinces outside of bios, sponsors, and exhibitors. The app
Quebec. Join one of our representatives to is available in IOS, Android and Blackberry.
learn more about how CCUA supports your Download “EventBuddy by Pheedloop” in your
credit union. app store. Once downloaded, search in the app
“Natconf19” and select this event. The app is
Trade Show
also available through the web by searching
Don’t miss the 2019 Trade Show – Canada’s https://pheedloop.com/2019nationalconference/
Biggest Credit Union Exposition! With over 60 in your web browser.
partners, exhibitors play a vital role in setting
Sponsored by:
the foundation to facilitate business for credit
unions. It is an invaluable networking opportunity
to ensure that your credit union thrives in this
competitive market. Grand prize winners to be
WIFI sponsored by:
announced Tuesday, May 7 at 2:30 p.m.
Grand Prizes Sponsored by:
WIFI NETWORK: IMPACT
PASSWORD: concentra
CCUA welcomes African Confederation of
Trade Show Munch & Mingle Co-operative Savings and Credit Associations
Monday, May 6, 2019
3:45 p.m. – 5:30 p.m.
South Building, 3rd Floor, Hall D
This event will take place right after the keynote
presentation. Be a part of this incredible
networking event!
Sponsored by:
The Canadian Credit Union Association has
invited some special guests to our opening
Social Lounge & Charging Station reception at the Museum For Human Rights.
They are members of the African Confederation
South Building, 3rd Floor, Hall D, Booth 100
of Co-operative Savings and Credit Associations,
We are pleased to offer our delegates a new who are in Winnipeg participating in an Executive
social lounge where attendees can rest, relax Education course hosted by the International
and recharge. Be sure to check out our live Centre for Co-operative Management. If you
Twitter feed and charge your phone at the bump into our credit union friends from Africa,
complimentary charging station! be sure to extend a warm Canadian welcome.
Sponsored by:
18 #IMPACT2019 / NATIONAL CONFERENCE FOR CANADA’S CREDIT UNIONSCONFERENCE FEAT URE S
Conference Venue & Hotel
RBC Convention Centre
375 York Avenue, Winnipeg, MB, R3C 3J3
Delta Hotel
350 St Mary Avenue, Winnipeg, MB, R3C 3J2
1-844-294-7309 | marriott.com/hotels/hotel-photos/ywgdw-delta-hotels-winnipeg/
Alt Hotel
310 Donald Street, Winnipeg, MB, R3B 2H3
1-431-800-4288 | althotels.com/en/winnipeg/
Fairmont Hotel
2 Lombard Place, Winnipeg, MB, R3B 0Y3
1-800-257-7544 | fairmont.com/winnipeg/
Inn at the Forks
75 Forks Market Roads, Winnipeg, MB, R3C 0A2
1-877-377-4100 | innforks.com
If you require assistance, please email: conferences@ccua.com
Hotel Shuttle Bus Service (FREE FOR ALL DELEGATES)
PICK-UP LOCATIONS HOURS OF OPERATION EVENT
SUNDAY, MAY 5
No buses running during the day
All Hotel Properties to Canadian Museum for Human Rights
Start 5:30 p.m. - 7:00 p.m.
Welcome Reception CCUA Welcome Reception
Return 8:00 p.m. - 9:30 p.m.
MONDAY, MAY 6
3 Hotel Properties: Start 6:30 a.m. - 9:30 a.m.
RBC Convention Centre
Fairmont, Alt Hotel & No buses running during the day
CCUA Programming & Trade Show
Inn at the Forks Return 4:00 p.m. - 6:30 p.m.
3 Hotel Properties:
RBC Convention Centre
Fairmont, Alt Hotel & Evening Start 6:00 p.m. - 7:00 p.m.
AIME Awards
Inn at the Forks
Social Evening Event: Evening Start 8:00 p.m. - 9:30 p.m.
Alt Hotel, RBC Convention No buses running during the event Social Event at 441 Main
Centre to 441 Main Return 11:00 p.m. - 12:00 a.m. NextGen & AIME Awards After Party
TUESDAY, MAY 7
3 Hotel Properties: Start 7:00 a.m. - 9:30 a.m.
Fairmont, Alt Hotel & No buses running during the day RBC Convention Centre
Inn at the Forks Return 3:30 p.m. - 6:00 p.m. CCUA Programming & Trade Show
3 Hotel Properties: Evening Start 3:30 p.m. - 6:00 p.m.
Fairmont, Alt Hotel & No buses running during the event RBC Convention Centre
Inn at the Forks Return 9:15 p.m. - 10:30 p.m. CCUA Gala Banquet & Awards Ceremony
WEDNESDAY, MAY 8
3 Hotel Properties: Start 7:00 a.m. - 9:30 a.m. RBC Convention Centre
Fairmont, Alt Hotel & No buses running during the morning CCUA Member Forum &
Inn at the Forks Return 11:30 a.m. - 1:30 p.m. Closing Keynote Presentation
#IMPACT2019 / NATIONAL CONFERENCE FOR CANADA’S CREDIT UNIONS 19FLOO R PLAN S
NORTH BUILDING - GROUND FLOOR
Meeting Room
Shuttle Bus
Pick-Up / Drop Off
4/5
VIP SALON
8 7 6
17
NORTH BUILDING - 2ND FLOOR
REGISTRATION
DESK
PAN
VOLUNTEER
ROOM AM
ROOM
CCUA
HALL H OFFICE
PRESENTATION
THEATRE
Volunteer Room Session Rooms Information Desk Registration Desk
20 #IMPACT2019 / NATIONAL CONFERENCE FOR CANADA’S CREDIT UNIONSFLOOR PL ANS
SOUTH BUILDING - GROUND FLOOR
Sessions Rooms
Information Desk
YORK 2/3
YORK BALLROOM 1
YORK 4
#IMPACT2019 / NATIONAL CONFERENCE FOR CANADA’S CREDIT UNIONS 21FLOO R PLAN - TR ADE S HOW
SOUTH BUILDING - 3RD FLOOR
120 116 100 SOCIAL LOUNGE
131 129 125 123 119 117 107 105
HALL C
(MAIN STAGE) 230 228 222 218 216 208 206 204
HALL D (TRADE SHOW)
231 223 219 217 209 207 205
330 328 322 316 308 306 304
331 329 325 323 319 317 309 307 305
430 428 424 422 418 416 408 406 404
CCUA BOOTH
PHOTO EXHIBITOR
431
BOOTH CENTRE 425 421 419 407 405 AUCTION
TRADE SHOW HOURS: TRADE SHOW LEGEND:
Monday, May 6 Trade Show (Hall D) Social Lounge
7:30 a.m. - 6:00 p.m.
Main Stage (Hall C) Food & Beverage
Tuesday, May 7
7:30 a.m. - 4:00 p.m. CCUA Booth Information Desk
22 #IMPACT2019 / NATIONAL CONFERENCE FOR CANADA’S CREDIT UNIONSEX HIBITOR BOOT H LIST
100 Mastercard Canada 219 Splunk Inc. 330 Aprio Inc.
105 Sask Central 222 GardaWorld 331 Highgate Systems Inc.
107 Concentra Bank 223 smartsolution™ 404 VOGO
116 Desjardins Group 228 BDO Canada Ltd. 405 CDF Silent Auction
Summit Organizational
117 Collabria 230 MLT Aikins LLP 406
Development
The Ficanex Group Co-operative Development
119 231 Central 1 407
of Companies Foundation of Canada (CDF)
120 CGI Group Inc. 304 DCR Strategies Inc. 408 Coconut Software
123 CMHC 305 Value Connect 416 Avanti Software
Canadian Credit Union
125 AMAG Technology 306 Technicost Inc. 417
Association (CCUA)
Strategic Resource
129 Commissionaires 307 nCino, Inc. 418
Management (SRM)
National Young
131 NewGround 308 CUMIS Group Limited 419
Leaders Committee
204 PayNet Inc. 309 Valeyo 421 TGT Solutions Inc.
205 JUDI.AI 316 ASAPP OXP 422 Dentons Canada LLP & NRS
206 DiliTrust 317 Fiserv 424 UPLevel
Strategic Information
207 319 Celero 425 Credit Counselling Society
Technology - Portfolio Plus
208 FINASTRA 322 Aviso Wealth Inc. 428 AFG Canada
209 Cardtronics 323 Doxim 430 PRA Canada
216 CUBE 325 Kony DBX 431 CCUA Exhibitor Centre
Everlink Payment
217 328 ThoughtFarmer
Services Inc.
Cash Management Group |
218 329 Environics Analytics
Canaccord Genuity
#IMPACT2019 / NATIONAL CONFERENCE FOR CANADA’S CREDIT UNIONS 23SP ONSO R S AN D EXHIBITORS
THANK YOU SPONSORS
CCUA would like to thank all our sponsors for their generous support.
THANK YOU EXHIBITORS
CCUA would like to recognize our trade show exhibitors.
C A N A D A
NRS Nationwide
Recovery Services
24 #IMPACT2019 / NATIONAL CONFERENCE FOR CANADA’S CREDIT UNIONSSPONS OR AND E X HIBITOR PROFILE S
AFG Canada provides the technology and staff to make it possible for credit
unions to participate in consumer and commercial automobile leasing. The
program is designed specifically to help credit unions differentiate themselves
C A N A D A in the financial services marketplace, create a new source of revenue, retain
members and attract new ones. afgcanada.ca
AMAG Technology is an integrated security provider of access control, video
management and visitor management solutions. Symmetry™ products give
customers a comprehensive end-to-end software platform so users can manage
all their security needs while reducing risk and meeting industry compliance.
These solutions have been designed and manufactured to meet the most
rigorous requirements of multi-national, multi-building and campus environments
while still being scalable enough for less complex systems for those buildings
only requiring one or two doors and/or cameras. amag.com
Aprio makes good governance simple and affordable. The Aprio board portal
helps organizations large and small to efficiently run board meetings, keep
directors up to date, and keep information secure. Aprio provides premium
features without premium pricing, all delivered with unmatched service.
Visit aprio.net to learn more.
ASAPP helps credit unions across the country build their business with Canada’s
most complete account and loan origination solutions. Now, with ASAPP OXP, our
Customer Experience Software and Digital Agency Services provide a holistic
solution to improve member engagement and simplify your processes to make
the most of your day. asappbanking.com
ACU is a co-operative that has been helping members achieve their financial
goals for over 75 years. We offer a full suite of products and services, expert
financial advice, online banking, and the largest branch network in the province.
Join us and see firsthand what “money doing more” is all about.
assiniboine.mb.ca
Avanti helps build better workplaces.
For nearly four decades, Avanti has been helping Canadian organizations solve
complex people management challenges through a combination of technology,
high touch professional service, and support excellence. Avanti provides an
all-in-one cloud-based Human Capital Management Software-as-a-Service
suite, which includes Recruiting & Onboarding, Payroll, Human Resources, Time
& Attendance, and productivity tools. From hire to retire, we’ve got you covered.
Visit us at avanti.ca
Driving Wealth Management Growth for Credit Unions
Credential, part of the Aviso Group of Companies, will speak to the many ways
they are supporting their credit union partners to grow their wealth business
and improve members’ financial well-being.
Learn about best-in-class wealth products and digital solutions to support credit
unions’ ability to deliver a fully integrated, multi-channel model that serves
all member segments. Training and support to develop advisor capabilities
focused on holistic financial planning, and technological enhancements delivering
streamlined processes and efficiency will also be discussed. aviso.ca
BDO is a leading provider of professional services to the Canadian credit union
sector. We deliver a comprehensive range of services complemented by deep
industry expertise in digital transformation, information technology strategy,
internal auditing, enterprise risk management and corporate finance to help our
clients remain competitive in this evolving industry. bdo.ca
#IMPACT2019 / NATIONAL CONFERENCE FOR CANADA’S CREDIT UNIONS 25SP ONSO R AN D EXHIBITOR PROFIL E S
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
As the only 100% Canadian-owned private mortgage insurer, Canada Guaranty
is dedicated to meeting the diverse needs of mortgage professionals and home
buyers across the country. With a commitment to delivering service excellence,
Canada Guaranty is proud to offer personalized support, value-added solutions
and a comprehensive suite of mortgage default insurance products to ensure
Canadians are provided with greater access to affordable, responsible and
sustainable homeownership. canadaguaranty.ca
Cardtronics is the largest owner / operator of cash machines worldwide. In
addition to cash machine services, Cardtronics operates a full-service ATM and
point-of-sale transaction processing switch for Interac and other payment card
network transactions. Cardtronics offers comprehensive ATM management,
placement, payment processing, and access services to credit unions.
cardtronics.com
The Cash Management Group at Canaccord Genuity is Canada’s largest GIC
deposit network. We partner with credit unions across Canada and offer our
platform to expand your source of retail and institutional deposits. We proudly
work with 25+ credit unions and manage over $2.5 billion in deposits.
cgcashgroup.ca
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
For over 70 years Chicago Title has proudly provided security for Canadian
real estate transactions. We are the exclusive underwriter of residential and
commercial title insurance for thousands of lawyers, notaries, and lenders
across the country. Owned by Fidelity National Financial, Inc. (NYSE: FNF) the
world’s largest title insurer, we are an industry leader in title insurance solutions,
customer service, and real estate technology.
26 #IMPACT2019 / NATIONAL CONFERENCE FOR CANADA’S CREDIT UNIONSSPONS OR AND E X HIBITOR PROFILE S 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 The Co-operative Development Foundation of Canada (CDF Canada, formerly CCA) is an international non-governmental organization and registered charity established in 1947 and headquartered in Ottawa. CDF Canada embodies co- operative principles and collaborates with communities to achieve sustainable economic and social development. Our vision is a better world built on self- reliance and cooperation. CDF Canada currently operates in 12 countries in Africa, Asia and the Americas, with an annual budget of CAD $15 million in 2017 and a portfolio of approximately $60 million. CDF Canada’s work is guided by gender equality and environmental sustainability principles and strategies, supported by highly skilled and diverse staff including experts in gender, M&E, agriculture, microinsurance and finance. cdfcanada.coop Coconut Software is transforming how credit unions engage with their customers by allowing them to effortlessly manage on-demand and pre-booked appointments with real-time insights to optimize results. Working with financial services, like Jackson Hewitt, First West, Connect First, and RBC, we understand that your needs are complex and we are committed to delivering a premium experience to each of our valued clients. 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 Bank is a purpose-based organization, striving to enable the success of Canadians. As an innovative and future-focused company, we form partnerships to deliver industry-best financial solutions to our customers. We offer a wide range of financial solutions including specialized banking, consumer finance, treasury, wealth management solutions to business owners, consumers, and credit unions nationwide. concentra.ca Convergint Technologies is a global service-based organization that designs, installs, and services integrated building systems. Delivering value through unparalleled customer service and consistent operational excellence is foundational at Convergint. Convergint was founded on a set of core Values and Beliefs that have fostered a culture dedicated to service in every way - to customers, colleagues, and local communities. Its daily commitment to these values is one key reason why customers choose to do business with Convergint. convergint.com #IMPACT2019 / NATIONAL CONFERENCE FOR CANADA’S CREDIT UNIONS 27
SP ONSO R AN D EXHIBITOR PROFIL E S
The Credit Counselling Society is an accredited non-profit charity that helps
Canadians with their money. We opened our doors in 1996 and have served over
half a million Canadians through credit counselling and education.
Our mission is We Help, We Educate, We Give Hope. We do this by providing free
credit counselling, low cost debt solutions, and education to Canadians.
We help any consumer who calls us. We can answer questions about your
credit, debt and budget. We can meet with you to discuss your specific situation
and offer you more personal and detailed information, unbiased advice, and
resources to help you. No financial problem is too big or too small to get a fresh
perspective. And the best part is that it’s free and confidential.
nomoredebts.org
CREDIT UNION BRAND ENGINEERING (CUBE), provides a strategic and
creative approach designed to enhance the perception of who Credit Unions are,
and better communicate what they do. Our objective is to refresh their overall
image and simplify their marketing message to existing & potential members.
cubeyourbrand.com
CUES® is an international membership association dedicated to the talent
development of credit union CEOs, executives, directors and future leaders. Our
offerings - from our highly acclaimed institutes to an array of online services
and progressive strategic solutions - are the premier professional development
programs in industry today helping credit union leaders reach their greatest
potential. cues.org
CUMIS creates financial security for Canadians and promotes the growth and
success of credit unions and caisses populaires in Canada. cumis.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
At DCR Strategies Inc., we design innovative solutions to solve everyday
business challenges. As a leader in the payments industry, we deliver creative
incentive and reward solutions, unique loyalty programs, and comprehensive
marketing support services. We help turn every contact with customers,
partners, and employees into an opportunity to enhance the bottom line. DCR
Strategies Inc. is the leading prepaid financial services and loyalty provider
for top financial institutions, merchants, and government agencies all over
the world. From unique incentives to financial card products and international
payment solutions, DCR services more than 30 global markets with hundreds
of customers that reach millions of users all around the world. Our Technology
division develops tools to support our existing programs, as well as new
platforms and solutions to help our clients achieve their objectives, whether
that’s increased sales, more efficient services, or better client or employee
retention. With international operations, we can deliver solutions, on either a
local or global scale, that drive measurable results. Whether you’re looking for
an out-of-the-box solution or need something fully customizable, we have an
experienced team of experts who work diligently to ensure your needs are met.
dcrstrategies.com
28 #IMPACT2019 / NATIONAL CONFERENCE FOR CANADA’S CREDIT UNIONSYou can also read
