Momentum Summit brings credit union leaders and experts in technology, payments and treasury from across the country together to learn, discuss and collaborate.
Conference Pricing $850
We're pleased to offer a special price of $450 for Credit Union Young Leaders.
Attendees will gain a deeper understanding of the rapid changes reshaping our industry, and leave armed with critical strategies and tools needed to lead an organization into the future.
To aid your travel plans, note that we’ll launch Momentum with a welcome reception on the evening of Tuesday, October 11. Conference sessions will start on the morning of October 12 and end midday on Friday, October 14 to allow time for travel home.
Tuesday, October 11
Cocktail Welcome Reception @ 6pm
Wednesday, October 12
8:30 am - 5:00 pm / Happy Hour 5:00 - 7:00pm
Thursday, October 13
8:30 am - 5:00 pm
Friday, October 14
8:15 am - 11:30 am
Thank you to all of our generous sponsors.
Your support directly empowers our conference attendees to best serve their members and communities.
At EY, our purpose is Building a better working world. The insights and quality services we provide 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 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.
In today’s competitive environment, the urgency to build and retain your end-consumer and business relationships by providing incremental value is greater than ever. Fiserv provides solutions that will drive innovation and an exceptional account-holder experience, while helping your organization grow.
Collabria is Canada’s largest B2B2C credit card issuer for credit unions and financial institutions. More than any other white label service or affiliate program, over 200 partners have turned to us because we uniquely offer a complete turn-key credit card program. From marketing to compliance to finance and operations, we are a trusted advisor who understands your business and how to help your portfolio grow.
Aviso Wealth is a wealth services provider to the Canadian financial industry, with approximately $100 billion in total assets under administration and management. As the longstanding wealth management partner for Canada’s credit unions, we support better access to high-quality wealth management services for all Canadians. We help credit unions gain a competitive edge: by connecting to our comprehensive hub of integrated products and services, they can deliver an enhanced wealth management experience to their members, and compete in a rapidly changing industry. Our investment dealer and insurance services support thousands of financial advisors. Our asset manager, NEI Investments, is a leader in responsible investments. Our online brokerage, Qtrade Direct Investing, which includes automated investing with Qtrade Guide Portfolios, empowers self-directed investors. And Aviso Correspondent Partners provides custodial and carrying broker services to firms including portfolio managers and insurance companies. Aviso is backed by the collective strength of our owners, the credit union Centrals, The Co-operators/CUMIS, and Desjardins. We’re focused on providing value to credit unions through product and service innovation. We are continually investing in technology, processes and people to enhance the partner, advisor and member experience, while providing substantial annual distributions to our shareholders.
CUMIS partners with credit unions to deliver competitive insurance and financial solutions. In doing so, it creates financial security and promotes the growth and success of the credit union system in Canada. As the leading provider of insurance-related products and services to the Canadian credit union system, CUMIS serves approximately 380 credit unions, with a total of more than five million members. By partnering with CUMIS, credit unions can offer their members many types of insurance, including credit and mortgage protection, life, disability and critical illness, home, auto, travel and employee benefits. CUMIS also offers business, liability and property insurance to credit unions themselves. In the area of wealth management, CUMIS offers credit unions group retirement plans and member support services, such as education sessions and financial planning tools.
NewGround is Canada’s thought-leader in strategy, innovative design, and project management. We have been serving credit unions coast-to-coast for over 30 years. We create branded spaces and help credit unions master the power of their space to create next generation head office and retail solutions. Located in Waterloo and Vancouver, please visit our website for more information.
ASAPP delivers Custom Experience Software and Platform Strategy Solutions that create sustainable competitive advantages for regulated financial service providers as they compete against direct-to-consumer fintech solutions. ASAPP OXP™ is Canada’s most complete omnichannel experience platform for the financial services industry.
The ASAPP platform was officially launched for the Canadian credit union sector in April 2016, leveraging over 15 years of financial services regulatory, marketing, information technology, legal, and strategic planning experience, and expertise. Version 13 of the platform launched in September 2022.
ASAPP provides in-branch, digital, and mobile account and lending origination capabilities that allow members or staff to originate retail and small business memberships, accounts, and lending products for new and existing members, anytime, anywhere, and from any device.
ASAPP also offers customer relationship management, enterprise content management feature sets, and the ASAPP OXP Opportunity Engine™ that allow simplified new member onboarding, opportunity identification, cross-sell offer presentment, simplified storing and searching of all relevant member documents.
Celero is a leading provider of digital technology and integration solutions to credit unions and financial institutions across Canada. Clients trust Celero’s proven track record delivering innovative banking technologies, digital and payment solutions, cloud computing, outsourcing, IT and advisory services. Celero offers reliability and security through its world-class hosted banking system and data center operations. With key partnerships across the globe, Celero also brings the scale and extensive capabilities of multinational technology companies and the focused expertise of fintech startups. For more information, visit celero.ca.
CUES is an international membership association specifically focused on credit union talent development. Founded over 60 years ago, our purpose is to ensure our system has the leaders it needs to succeed. Since our start, we’ve grown into an organization dedicated to providing credit union professionals, directors and suppliers the resources they need to reach their greatest potential. More than only formal education, CUES strives to create powerful and lasting relationships through joint learning experiences. From our small, yet mighty, staff to an expansive leadership network, we facilitate connections that provide invaluable support throughout our members’ leadership journey whether that be staff, governance professionals, senior leaders or Board Directors.
Since 2000, the Landcor Team has been providing innovative residential valuation insights and customized real estate analytics solutions for its Credit Union partners. The range of customized services offered includes Bulk Mortgage Portfolio Valuations, Strategic Marketing Opportunities and Spatial / Physical Risk Analysis. At www.landcor.com you can take advantages of processing efficiencies by accessing other important real estate reports such as Property Tax Certificates, Title Searches, Corporate Searches and more. Watch for coming announcements on how Landcor is integrating key climate risk factors, such as fire and flood awareness into its offerings.
MNP is one of the largest national professional services firms in Canada, providing client-focused accounting, taxation and consulting advice. National in scope and local in focus, MNP has proudly served individuals and private and public companies for over 60 years. Through the development of strong relationships, MNP provides personalized strategies and a local perspective to help them succeed.
Flinks is the financial data layer powering the internet. Trusted by millions of individuals accessing financial services at world-class companies, Flinks enables businesses to connect to their customers’ financial accounts, enrich this data, and utilize it to deliver better digital products. Serving innovators in lending, fintech, digital banking, asset management and insurance, Flinks is quickly becoming a global leader in financial data connectivity and analytics.