Sessions
Breakout Sessions
Analytics, AI and Data: The Critical Triad for Strategic Innovation
Analytics, AI and data are the biggest technology buzz words in the global business market right now as they have incredible potential to transform organizations – if they are integrated, functionally defined and aligned to human values.
Attend this insightful session with Andrew Donaher, an AI, data & analytics expert and CGI's Vice President and National AI & Analytics Practice lead, to learn how these technologies can work in unison to help credit union leaders solve complex business challenges with a human-centric and data-driven lens to enable a deeper understanding of organizational performance, growth opportunities and operational automation.
Speaker: Andrew Donaher, Vice President, AI, Analytics, & Data (Canada), CGI
The State of Cybersecurity Education for Credit Unions
In this discussion, League Data, Beauceron and the Atlantic Credit Union system will discuss the state of cybersecurity education for credit unions and other organizations across North America. We will discuss how standards, regulations, and compliance call for organizations to ensure staff are educated and are equipped to deal with the ever changing and growing cybersecurity threats industry faces today.
Speakers: David Shipley, CEO, Beauceron Security and Alan Brown, Head of Risk & Security, League Data, Cory Colwell, Manager of Information Technology, Provincial Credit Union
Leveraging Fintech for SMB Member Growth
Join Brian Green, Country Head for Canada at Fiserv (Merchant Services), for an insightful session on how credit unions can leverage fintech to drive growth among small and medium-sized business (SMB) members. This session will delve into how SMBs perceive success in tech solutions and what they value most. The discussion will cover the synergies that make high-value tech solutions a perfect fit for integration into credit union channels and member experiences. You’ll learn about the impact of fintech innovations on SMB account acquisition, retention, and overall value enhancement. Additionally, real-world examples will illustrate how these fintech solutions affect credit union income statements. The session will conclude with an interactive Q&A segment, offering you the opportunity to engage directly with Brian and get your questions answered.
Speaker: Brian Green, Country Head for Canada, Merchant Services, Fiserv
Caisse Alliance’s Transformative Journey
Attend this unique panel-style breakout session to discover how one of the largest financial cooperatives in Ontario transformed its banking systems to achieve its digital transformation goals. Over the course of two years, Caisse Alliance undertook a journey of transformation, resulting in the achievement of a highly complex conversion, which included a French-English language requirement for banking services and a shift to cloud-based infrastructure. This panel discussion will be a fascinating exploration of the credit union experience when adopting modern, cloud based technologies to meting the evolving needs of its members.
Speakers: Julie St-Jacques, Vice President, Member Experience, Caisse Alliance and Michel Fecteau, Past - Vice President, Information Technology, Caisse Alliance
Pioneering Open Banking: FirstOntario Credit Union's Groundbreaking Journey
Join us for an insightful fireside chat as we explore how FirstOntario Credit Union prepares to be the first credit union in Canada to go live with the full Open Banking framework recommended by the Department of Finance.
This panel will share FirstOntario’s journey to go live with the framework, highlighting the collaboration with Everlink and Flinks to achieve this major milestone. Don’t miss this chance to gain valuable insights from the experts driving this change, including the anticipated benefits for FirstOntario members and the broader credit union system as well as future predictions for technological advancements towards open banking.
Speakers: Romi Kohli, Vice President, Development, PMO & Innovation, Everlink, Michael Walsh, SVP Information Technology, FirstOntario Credit Union and Henry Wardley, Director of Enterprise Sales, Flinks
The Modernatization of Cooperative Technology: The Power of Aggregration
Join us for a discussion into how League Data’s aggregation strategy is driving
technological advancement for credit unions in Atlantic Canada. Learn how a unified
banking platform strengthens these credit unions by increasing buying power,
influencing partner strategies, and delivering competitive services. This session will
showcase how collaboration and collective action enables Atlantic credit unions to stay competitive in a digital ecosystem and solve for cost and complexiity with modern technology (a stress point for credit unions), while meeting the day-to-day banking needs of their members.
Speakers: Chad Griffin, Interim CEO, Alfred Arsenault, CEO, Provincial Credit Union; Ken Shea, CEO, East Coast Credit Union; Shane Flight, COO, NLCU
Seizing Opportunities in Commercial Banking: Innovations and Strategies for Success
Join us for an insightful discussion in commercial banking with Coast Capital Savings as we delve into the evolving landscape of corporate banking. Financial institutions that effectively cater to the needs of corporate and business clients are poised to seize significant opportunities. McKinsey projects a robust 9% annual increase in global banking revenues for 2024 and 2025, with corporate clients playing a pivotal role in driving this growth. This session will highlight the impact of emerging technologies and innovative strategies that are transforming corporate banking.
Speakers: Dan Killey, VP Canada at ebankIT and Jeff Wong, Chief Digital, Information and Technology Officer, Coast Capital Savings
The State of the Credit Union System
This briefing will review the current state of competitive pressures, financial realities, operational challenges and tremendous opportunities facing Canada’s credit unions. This strategic lens is specially tailored for credit union technologists and technology providers.
Speakers: Doug Macdonald, Stategic Advisor, Doug Macdonald Strategic Advisory Ltd.
Future Proof Your Credit Union: Transform your Membership
This briefing will review the current state of competitive pressures, financial realities, operational challenges and tremendous opportunities facing Canada’s credit unions. This strategic lens is specially tailored for credit union technologists and technology providers.
Speakers: JR Pierman - President & CEO, ASAPP Financial Technology Inc., Tony Dunham, Chief Revenue and Marketing Officer, ASAPP Financial Technology Inc., Richard Davies, President & CEO, Tandia Financial Credit Union and Farooq Wahab, Chief Strategy Officer, Arancia
The Power of Collaboration: A Look Across the Pond
Engrossed in digital transformation initiatives, credit unions, cooperatives and mutuals are relying on the product of collaboratives efforts to provide members with innovative and sustainable solutions for everyday banking. The panel session will provide credit unions with a look at how similar our challenges to adapt and succeed in a digital-first world are with those in the UK and how collaboration can be the bridge to sustainability.
Speakers: Tim Bowen, CEO, Mutual Vision and Chad Griffin, Interim CEO, League Data
Experience is Everything: Win The Moments That Matter
Join Chad Schultz, Collabria’s Chief Operating Officer, for an insightful panel discussion on how credit unions are leveraging their partnerships with leading technology providers to capture primary daily interactions early in the member lifecycle. Panelists will discuss how to capitalize on engagements to build long-term, sticky relationships, delving into the collaborative efforts to integrate cardholder data and services seamlessly into the member journey.
This panel, featuring representatives from technology partners and credit unions, will share real-world examples and best practices for enhancing member services and driving daily interactions. Attendees will gain valuable insights into the benefits of these partnerships, including improved efficiency, enhanced member growth and memorable member experiences.
Speakers: Chad Schultz, COO, Collabria, Jason Sentes, CEO, 1st Choice Savings Credit Union, Dan Killey, VP Canada at ebankIT and Jeff Wong, Chief Digital, Information and Technology Officer, Coast Capital Savings
Navigating the Waves of Change: How Credit Union Leaders can Champion Tech-Driven Innovation and Transformation
In an era where change is the only constant, particularly within the financial sector, the ability to lead through transformation and cultivate a culture of continuous innovation is crucial. This session will focus on the art of leading credit unions through ongoing change, emphasising the strategies and mindsets required to build and sustain teams capable of thriving in a rapidly evolving environment. We will explore how credit union leaders can foster the resilience and adaptability needed to not only navigate but also drive continuous transformation.
Our experts will share their insights on what it takes to lead through change, build the right teams, and develop theorganisational muscle for ongoing innovation within credit unions.
Speakers: Fernando Zandona, CEO, Mambu and Chad Griffin, Interim CEO, League Data
The Future of CU Rewards and Loyalty
Understand what it takes to break through in a market beyond core banking products. Your credit union offers a unique value proposition to its members, and your rewards program should reflect this distinction. In this session, we will explore how to design rewards and loyalty programs that provide exceptional value to your members, support your local community, and differentiate your credit union in a crowded market.
Join us to unlock the potential of tailored loyalty initiatives that enhance member satisfaction and reinforce your commitment to community values.
Speakers: Will Christodoulou and Sukhman Dulay, Co-founders at Cyder
Navigating the Future of Wealth Management: Trends and Innovations Shaping the Industry
The lightbulb, the automobile, the iPhone…the trajectory of human life, as we know it, has been altered by the emergence and adoption of innovative technologies. Within wealth and asset management, technologies and innovative tools have enabled new growth areas and will continue to accelerate industry transformation. Now, with the introduction of consumer-oriented, AI-based applications like ChatGPT, the wealth and asset management experience is about to be significantly disrupted once again. For the advisor of the future, advanced technology working behind the scenes with vast amounts of data will handle low-value tasks, enabling data-based investment management that analyzes billions of different scenarios and data points to build a hyper-personalized solution for each client and their unique goals. Discover how the latest wealth management trends are transforming the industry for credit unions.
Speaker: Bryan Waldeva, Vice President Wealth360 Solutions, CGI