LEAD 2023

Join us in Calgary at the Hyatt Regency!

Lead 2023 promises expert speakers, future-focused insights and plenty of opportunities to network with colleagues from across the credit union system. At this event, speakers will dive into one or more of our 2023 conference themes:
Innovation  |  Leadership  |  Business Transformation

A high-level conference agenda and speakers list can be found below, with full event details to be shared on the conference app launching in March. Some conference enhancements include:

  • Wine and whiskey tasting event (advance registration required)
  • Vendor tradeshow during the Welcome Reception
  • Dedicated networking space and extended breaks
  • New topics based on previous participant feedback

To book a room at the Hyatt using the discounted rate, click here.

Please note: registration for this event is open to all credit union system employees and partner organizations only. If you are not sure if you’re eligible but you would like to attend, please contact communications@albertacentral.com before you register.

Register by May 12!

Register Now

Speakers

Peter Sheahan

Expert on leveraging business trends and new opportunities

Keynote Speaker

Biography

Peter Sheahan is internationally known for his innovative business thinking and thought leadership. A highly successful entrepreneur, he is the founder and CEO of Karrikins Group, a multi-million-dollar consulting practice that attracts clients such as Apple, DeBeers, and AT&T. After decades of standing in the fire with leaders of high-performing organizations, Sheahan knows first hand the challenges of growing and leading a business in the rapidly changing marketplace.

Sheahan’s insights into business trends, and the changing needs of customers and staff, have made him a regular guest expert in the media, including ABC and the BBC. He has also had profiles in The Washington Post and Fast Company and been a featured expert in a five-part CNBC series on innovation. Today, he and his team are focused exclusively on inspiring leaders to do the hard work required to accelerate growth and transformation.

Sheahan is the bestselling author of seven books, including the international bestsellers Fl!p, Generation Y, Making it Happen, and MATTER: Move Beyond the Competition, Create More Value and Become the Obvious Choice, which shows readers that their edge of disruption is where their opportunity to matter is found.

A world-renowned speaker, Sheahan has delivered more than 2,500 presentations in 40+ countries, and was named one of the “25 Most Influential Speakers in the World” by the National Speakers Association. He is also the youngest person ever to be inducted into their industry Hall of Fame.

Eric Termuende

Author and expert on the future of work and leadership

Keynote Speaker

Biography

A globally recognized thought leader, bestselling author, and keynote speaker, Eric Termuende brings a fresh perspective to the future of work, leadership, workplace culture, and talent management. He has spent years studying the world’s greatest places to work to learn what sets amazing leaders apart and how to build resilient, innovative, and future-ready teams. Eric’s refreshing, down-to-earth messaging not only leaves audiences excited about the future, but also equips them with the practical tools and know-how to thrive in it.
Eric has delivered hundreds of keynotes around the world, with clients from category-leading companies like Amazon, Coca-Cola, Nationwide, IBM, Zoom, Nokia, John Deere, and Toyota, to name a few. His research and insights have also been featured in Forbes, Fast Company, Inc., and many other prominent publications. Eric has been named one of the world’s Top 100 Emerging Innovators by American Express and is a former World Economic Forum Global Shaper.
In addition, Eric is the co-founder of NoW of Work, where he advises industry-leading organizations, institutions, and associations on future-proofing their teams, talent management, and rehumanizing the workplace. His bestselling book, Rethink Work, has become a must-read for today’s leaders. From the stages of TEDx to BUILDEX to the Milken Global Conference, Eric inspires, challenges, and opens minds to opportunities for growth.
Melissa Agnes

Founder and CEO of the Crisis Ready Institute

General Session Speaker

Biography

Founder and CEO of the Crisis Ready Institute, Melissa Agnes is a recognized leading authority on crisis preparedness, reputation management, and brand protection. Melissa is the creator of the Crisis Ready® Model and author of Crisis Ready: Building an Invincible Brand in an Uncertain World. She is a coveted speaker, commentator, and advisor to some of today’s leading organizations faced with the greatest risks.
As a strategic advisor and keynote speaker, Melissa has worked with NATO, Ministries of Foreign Affairs and Defense, financial firms, technology companies, healthcare organizations, cities and municipalities, law enforcement agencies, global non-profits and many others, helping them understand risk and build invincible brands that can withstand even the most devastating of events.
A university guest lecturer, Melissa teaches crisis management in university courses around the world, including at NYU, Columbia and McGill. Her book and Crisis Ready® Model are globally recognized as having elevated industry best practice and are currently taught in dozens of higher education courses around the world, including at Harvard University.
Melissa is proud to sit on the Police Professional Standards, Ethics and Image Committee for the International Association of Chiefs of Police (IACP); she sat on the panel tasked with developing the International Standard for Crisis Management— Guidelines for developing a strategic capability, ISO 22361; and she is a member of the Global Advisory Council for The Institute for Strategic Risk Management (ISRM), an entity established to help world leaders understand, evaluate and strategically prepare for rising global risks.
In 2015, Melissa gave a TEDx talk in Los Angeles where she discussed the secret to successful crisis management in the 21st century. She is also the editor of the Crisis Ready Blog, the host of the Invincible Brand Podcast, a contributor to Forbes and a go-to source for the press, with recent coverage including the Wall Street Journal, VIBE Magazine, USA Today, and many others.
Tina Varughese

Cross-cultural communication and diversity expert

General Session Speaker

Biography

An Indo-Canadian daughter of first generation East Indian parents, Tina says her cultural background allows her to find “the best of both worlds” and shed light, knowledge, and, most importantly, universal humour into the changing workplace. Her highly entertaining, interactive and practical keynotes leave attendees inspired to think, behave, act, and communicate with intention.
For fifteen years Tina worked with immigrants in her roles with the Province of Alberta’s immigration office. She also ran her own successful relocation and settlement firm. Tina draws from her experiences as an entrepreneur, mother, daughter, wife, sister and friend when delivering keynotes on diversity and inclusion — topics that resonate with her both professionally and personally.
Tina has been named one of “Canada’s Top 10 Notable Speakers” by Ignite Magazine for her ability to break down barriers and create a comfortable, inclusive, and fun space for attendees. She was the face of diversity, literally, having been chosen to participate in Dove’s campaign for Real Beauty, representing beauty in diversity.
The past-president of the Canadian Association of Professional Speakers (Calgary), Tina is a contributing writer for the Human Resource Institute of Alberta’s Network magazine, Calgary Real Estate News and Home to Home magazine. She was also profiled in Alberta’s Venture Magazine.
Derek Blair

President, Insights Matter

Biography

Professional Cognitive Anthropologist
Expert in research methods, design and analytics, innovation and design thinking

ABOUT

I love research because it’s like solving puzzles every day.

And I’ve always been an innovator – even when I didn’t know it. From helping major companies redesign the customer experience, to testing and developing apps and virtual service concepts, to helping design one of Canada’s first bank branches of the future, I’ve been solving puzzles for years.

I’ve been lucky to mentor under some of the world’s most famous authors and design thinkers, but I’m most inspired by my buddy who you could call a “hurdler” – he never takes no for an answer and always finds a way to see the next possibility.

I was the first student admitted into the Ph.D. program in Cultural Anthropology at the University of Calgary, and went on to work as Vice President and Managing Director at Ipsos-Reid and Head of Intelligence and Innovation at ATB Financial.

A LITTLE MORE INSIGHT

  • I love it when ads win awards for being effective, instead of just for being pretty.
  • My path to becoming a cognitive anthropologist included slight detours in education and law until I found my passion.
  • I not-so-secretly wish we were in the 1980s right now.
  • I play a killer lead guitar…at the concerts I hold in my head.
Jeff Guthrie

CEO, Canadian Credit Union Association

Biography

Jeff Guthrie joined the Canadian Credit Union Association (CCUA) as President and CEO on July 1, 2022. He is an accomplished financial services executive with a wide range of experience in financial services and leading organization-wide transformations.

Jeff began his career in retail banking at RBC Royal Bank (RBC) as a teller. During his tenure with RBC, he held a wide variety of roles of increasing responsibilities, eventually becoming a member of the executive team as Vice-President, Card Services.

Inspired by taking on a new challenge, in late 2000, he left RBC and became one of the founding executives of Moneris Solutions (Moneris). Today Moneris is Canada’s number one payment processor and one of North America’s largest. Over his 19-year tenure at Moneris, he held a wide-range of senior roles, including Senior Vice-President Operations and Integrations, Chief Operating Officer, and Chief Sales and Marketing Officer.

During his time with Moneris, he served on the MasterCard Canada, Visa International, and Discover North American Advisory Boards. He also served as an advisor to the Canadian Professional Sales Association (CPSA) on developing the competencies and curriculum to establish sales as a graduate degree program.

Most recently, Jeff served as President and COO of Hank Payments, a Canadian start-up focused on providing tools to help consumers improve their financial well-being.

He is currently an advisor to Payment Source Inc., a payments company focused on financial inclusion in Canada.

Jeff holds a Master of Management from McGill University, specializing in international business. An avid traveller, he has visited over 40 countries and plans to continue to explore the world with the lifting of restrictions. Over the past two years, he has filled the travel void by publishing over 20 essays on various subjects, such as economic recovery, mental health, and cryptocurrencies.

Never shy of a challenge, Jeff is an accomplished ultra-marathon runner, having completed races in the most extreme conditions, including the Egyptian Sahara, Amazon Basin, Northern Iceland, and Fijian mountains.

When not indulging his passion for travel and adventure, Jeff resides in Toronto, Canada.

Parul Kalve

VP Data Governance, Technology & Strategy, Servus Credit Union

Parul is the VP of Data Governance, Technology & Strategy at Servus Credit Union; where she is leading Servus’s data-driven journey through Innovation, Data Technology, Governance and AI Strategy towards building a better member experience and stronger member financial fitness.

Parul has 18+ years of experience working in various roles in data and analytics across diverse industries and countries. Her strong passion for data and people has motivated her to focus her career on Data Management and Data Governance for over a decade. Parul has trained several Data Governance professionals, teaches Data Governance at NAIT and has a passion to build talent in the data space. She has been leading organizations through their Data Analytics and AI journey by helping them build strong Data Culture, Data & AI Strategies and a sustainable Operating Model. She has been a mentor, a coach and a thought leader in how to build trusted & reliable data assets and to effectively leverage those to make an impact to the customers and organization’s goals & objectives.

Robyn King

Dir., Industry Relations, Payments Canada

Biography

Robyn King is the Director of Industry Relations at Payments Canada, which oversees all external outreach with members and stakeholders of the Canadian Payments Ecosystem, as well as oversight on all committee structures and content within the organization. She has over 15 years of experience in payments, transactional banking, banking innovation and card payments in both the Southern African and Canadian markets. Robyn graduated from the University of Johannesburg with an Honours Bachelor of Science degree before later completing her MBA through Henley Business School (University of Reading, U.K.). Robyn is also a Certified Treasury Professional, gaining her CTP accreditation in 2020. Before joining Payments Canada, she worked in the modernization team within one of the big 5 Canadian banks. Prior moving to Canada, Robyn was at FirstRand Bank for 10 years, holding roles in Branch Banking, Innovation, Payments, and Merchant Acquiring.

Naen Lamarche

Partner, Banking Technology, EY

Bio to come!

Cormac Leddy

Sr. Manager, Banking Technology, EY

Bio to come!

Matt McGuire

Principal/Practice Leader, The AML Shop

Biography

Matt is an internationally recognized expert in anti-money laundering, counter-terrorist financing and sanctions compliance, and leads the advisory practice team at The AML Shop. He has been assisting governments and financial services companies to assess and reduce financial crime and related regulatory risks for fifteen years.
Matt is a Chartered Professional Accountant and has been inducted as a Fellow of CPA Ontario, is certified as an Anti-Money Laundering Specialist and Certified Cryptocurrency Investigator, and accredited as an Anti-Money Laundering Professional, and Certified in Financial Forensics.
Matthew has been qualified as an expert witness in forensic accounting and money laundering, has testified before Senate committees, Parliamentary Committees and the Cullen Commission of Inquiry into money laundering.
Abhishek Sinha

Partner, National Open Banking, EY

Biography

Abhishek Sinha is a Partner at EY leading a broad transformation agenda, including Future of Banking, Technology Strategy, Program & Portfolio Management, Payments, Cash Management, Open Banking, Commercial Banking, M&A Due Diligence, Post Merger Integration, Emerging Technologies and Blockchain.

Abhishek works with clients to develop & deliver compelling business-cases to support business agendas through- Agile Transformation, Digital Adoption, Innovation, Ecosystem Collaboration, Enterprise Architecture, Data Management, Analytics, Enterprise Technology Strategies. He has broad international experience with top-tier consulting firms and global banks in the areas of Strategy Development, Architecture and Technology Delivery.

Eyal Sivan

Head of Open Banking, Axway

Biography

Eyal Sivan is the Head of Open Banking at Axway, where he is responsible for positioning the firm as the number one thought leader and integration solution provider in the open banking space. As a member of the elite Catalyst team, he brings a high-degree of specialization in API and microservices technologies within the FSI sector, with a particular focus on how they accelerate
digital transformation.

In his efforts to drive advancements in open banking around the world, Eyal has also created the unique personal brand Mr. Open Banking. Under this name, Eyal hosts the only podcast dedicated to the open banking community, where he interviews the key leaders, innovators and influencers who are driving and shaping the global emergence of open banking.

Julie Winram

Managing Partner, The Sentis Group

Biography

Julie is an innovator, developing new models for customer experience management and ROI, economic impact measurement and employee engagement. She’s passionate about harnessing technology, revamping tracking programs and setting corporate metrics, benchmarks and targets.

Julie’s commitment to the success of her clients has attracted a loyal following. Clients turn to Julie for guidance when making critical decisions affecting business processes, marketing and communications, and brand strategy. She is a trusted advisor who makes the time to dig into the business problem and propose big picture “sea change” solutions right alongside more targeted recommendations.

Prior to Sentis, Julie led the Western Canadian businesses of Synovate and Ipsos and was a partner of MarkTrend Research. She served as an Expert Witness on Polling for the BC Supreme Court and the Board of Directors for Consumer Protection BC, chairing the Governance Committee. She currently serves on the BC Egg Marketing Board MarComm Committee.

Areas of expertise:

Brand positioning and value proposition, market segmentation and personas, customer journey and path to purchase, campaign effectiveness, Voice of the Customer program design, scorecard development and target setting, economic impact.

Sectors/Industry practice areas:

Financial services and insurance, automotive, heavy equipment, workplace safety, retail, transportation, convention centres, member associations, public sector agencies.

Julie was born and raised in BC. She is forever optimizing her garden and gets immense satisfaction from stuffing as many errands as possible into a single day.

Julie holds a B.Comm (Marketing) from UBC and is a Certified Marketing Research Professional.

Matt Waynert

Dir. Strategic Data & Analytics, connectFirst Credit Union

Matt is the Director of Strategic Data and Analytics with connectFirst Credit Union. He has over 20 years of experience working in the financial institution space, 15 of which have been spent specializing in data and analytics. He has a proven track record of building out successful data and analytics practices and strategies for credit unions, as he most recently contributed significantly to the establishment of two of the largest CUs in Saskatchewan (Innovation and Conexus) as leaders in the credit union data and analytics space. With over 100 data, analytics, and technology projects under his belt, Matt has deep expertise in the data and analytics field and a passion for the credit union system.

He holds an MBA and a Bachelor of Business Administration, as well as the FCUIC credit union designation and certifications in both waterfall (Project Management Professional) and agile (Professional Scrum Master) project delivery. Recently relocating to Calgary, Matt is eager to bring his expertise to a new team and continue his data and analytics career within the credit union system.

Michelle Winsor

CEO & Founder, Accelera Ecosystem

Biography

As an innovative entrepreneur, visionary, thinking partner, and advisor, Michelle has been relentlessly pursuing my dream of breaking down barriers to employment, growth in business and the access to affordable technology. She is passionate about inclusivity and fair competition.

After consulting for some of the largest financial companies in North America, Michelle founded Accelera; a company that aims to revolutionize the financial world. Accelera is her embodied passion to make technology flexible and accessible to businesses of all sizes. Michelle believes in the power of creating an inclusive ecosystem of people, communities, and businesses through the collective will of organizations that have a desire to grow and build together for the future.

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Agenda

Monday, May 29

12:00 p.m. – 5:00 p.m.

Registration

Visit us in the foyer of the Imperial Ballroom to register for LEAD 2023 and collect your name badge and delegate gift.

6:00 p.m. – 10:00 p.m.

Welcome Reception + Tradeshow

Join us in the Imperial Ballroom for a networking focused welcome reception and tradeshow event. New for 2023, sign-up in advance for an expert-led wine or whiskey tasting taking place during the reception! Advanced registration for a tasting timeslot is required and can be found as part of general conference delegate registration form.

Tuesday, May 30

8:00 a.m. – 4:00 p.m.

Registration

Visit us in the foyer of the Imperial Ballroom to register for LEAD 2023 and collect your name badge and delegate gift.

8:30 a.m. – 9:00 a.m.

Breakfast Buffet

The breakfast buffet will be available from 8:30 a.m. to 9:00 a.m. in the foyer of the Imperial Ballroom.

9:00 a.m. – 9:10 a.m.

Welcome + Opening Remarks

Hear opening remarks and a welcome message.

9:10 a.m. – 10:10 a.m.

Peter Sheahan: Turn Challenge into Opportunity and Change into Competitive Advantage

Join Peter Sheahan, an international expert on leveraging business trends and new market opportunities as he discusses how to turn challenge into opportunity and change into competitive advantage. What you will learn: Supply chain constraints, talent and labour shortages and the continued onslaught of technological disruption are just the beginning of the challenges coming in 2023. Now more than ever, we need to build resilient leaders, agile organizations, and high performing teams — no matter the uncertainty. In this keynote, learn how to increase the agility of your teams and differentiate between temporary and permanent change (and respond accordingly). Discover how to turn a burning platform into a burning ambition that inspires people to give their all and what it looks like to accelerate change without causing burn out. Come away with the ability to embrace progress over perfection to avoid analysis paralysis and be better equipped to manage ambiguity.

10:10 a.m. – 10:30 a.m.

Networking + Coffee Break

Enjoy a moment of networking over coffee and snacks in the Imperial Ballroom Foyer. New for 2023, a dedicated networking space will be available to take advantage of extended break times.
Morning coffee break sponsored by CCUA.
10:30 a.m. – 11:30 a.m.

Melissa Agnes: Becoming Crisis Ready - How to Rise As a Leader Amongst Credit Unions When it Matters Most

Join Melissa Agnes, Founder and CEO of the Crisis Ready Institute, as she explains how to build an invincible brand. What you will learn: When it comes to managing through change, challenge, and crisis, there are three components required for your success: implementing the right actions to manage and remedy the situation, communicating effectively with all relevant stakeholders and impacted parties, and doing all of this within the right timeframe. Action + Communication + Timeline = Crisis Response. How effective you are at each of these three components is what will make or break your success. Taking the right actions, while complex, is the easier aspect. Communicating and leading through high emotions, seemingly impossible expectations, and doing all of this within the right timeframe, are the parts of crisis response and issue management that are the most challenging. Fortunately, you can set yourself and your team up for exceptional success in these areas by being, what is referred to as, “Crisis Ready”. In her keynote presentation, Melissa Agnes will share the secrets to successful crisis communication and how to effectively lead through high-stakes situations and emotions. Rich with case studies and actionable takeaways, this session will explore: What it means to be Crisis Ready and why it’s critical to your business’s long-term success; How to lead with reassurance, hope, and courage when it matters most; How to get ahead of rising situations to quickly de-escalate them AND leverage them as an opportunity to strengthen trust and brand equity; and How to avoid suffering a “Crisis Response Penalty” (CRP).

11:30 a.m. – 12:30 p.m.

Networking Lunch

Enjoy a buffet lunch and plenty of opportunities to network.

12:30 p.m. – 1:30 p.m.

Tina Varughese: 50 Shades of Beige: Communicate with the Cross-Cultural Advantage

Join Tina Varughese, cross-cultural communication and diversity expert, as she discusses how to communicate cross-culturally in the workplace to enhance productivity, performance, and employee engagement and why managing diversity drives profitability, leads to innovation, and promotes an inspiring workplace culture. What you will learn: the cultural differences in communication and indirect vs. direct speaking styles; individualistic and collective cultures and how values change the way we communicate; effective day-to-day communication when English is a second language, non-verbal communication and why the “unspoken” word is the most important of all; and wow global companies lose millions in revenue due to a lack of understanding of cultural differences.

1:30 p.m. – 2:15 p.m.

Emerging Leaders Presentations

Hear from the Emerging Leaders as they present new and innovative ideas to the audience for consideration.

2:15 p.m. – 2:30 p.m.

Jeff Guthrie: CCUA Update

Hear an update from Jeff Guthrie, CEO, Canadian Credit Union Association (CCUA).

2:30 p.m. – 3:00 p.m.

Networking + Coffee Break

Enjoy a moment of networking over coffee and snacks in the Imperial Ballroom Foyer. New for 2023, a dedicated networking space will be available to take advantage of extended break times.
Afternoon coffee break sponsored by Celero.
3:00 p.m. – 4:00 p.m.

Breakout 1: Data Analytics Strategies

In this conference session, you’ll hear from Matt Waynert, Director of Strategic Data and Analytics at connectFirst Credit Union, and Parul Kalve, Vice President of Data Governance, Technology and Strategy at Servus Credit Union, as they share their insights and best practices for developing effective data and analytics strategies, especially in the face of a continuously changing and challenging global environment. They’ll discuss the importance of data governance, highlight successful data and analytics use cases, and offer practical methods for maximizing the value of your data and analytics investments. Whether you’re a data professional or a business leader looking to leverage your organization’s data through analytics, this session is sure to provide valuable insights and actionable takeaways.

3:00 p.m. – 4:00 p.m.

Breakout 2: Digital Transformation

Hear from Naen Lamarche, Partner and National Leader of Banking Technology with EY as she presents on what digital transformation looks like for credit unions.
3:00 p.m. – 4:00 p.m.

Breakout 3: Fraud and Cyber Crime Trends

Join fraud experts from NICE Actimize as they speak on fraud and cyber crime trends.  

6:00 p.m. – 7:00 p.m.

Sponsors Social

Visit the Imperial Ballroom foyer for a social hour with cocktails and light snacks leading up to dinner.
Social hour sponsored by: CUES, Collabria and CUMIS.
7:00 p.m. – 10:00 p.m.

Gala Dinner + Performance Excellence Awards

Join us in the Imperial Ballroom for the Gala Dinner and the presentation of the Performance Excellence Awards honouring credit union achievements. Following dinner there will be live entertainment.

Wednesday, May 31

8:00 a.m. – 11:00 a.m.

Registration

Visit us in the foyer of the Imperial Ballroom to register for LEAD 2023 and collect your name badge and delegate gift.

8:30 a.m. – 9:00 a.m.

Breakfast Buffet

The breakfast buffet will be available from 8:30 a.m. to 9:00 a.m. in the foyer of the Imperial Ballroom.

9:00 a.m. – 10:00 a.m.

Eric Termuende: Blueprint to the Future - Leading in a New World of Work

Hear insights from Eric Termuende, author and expert on the future of work and leadership, on how to lead in a new world of work. What you will learn: trends, charts, graphs, and predictions about the future of work are interesting, but the rhetoric around the future of work is often stuck on what it might look like, not how we get there. Instead of wasting time trying to predict what’s next, leaders need to better understand the specific steps we need to take to focus on building incredible teams that thrive in the face of adversity and uncertainty; and have each other’s backs along the way. In this engaging, insight-filled, and actionable presentation, hear a research-backed blueprint for successful leadership in a world that has yet to be created. Attendees will receive a practical guide to building teams that are more productive, engaged, creative and innovative. They’ll learn from the experiences of the National Football League, category-leading companies and trailblazers from around the world about the importance of building trust, removing friction and creating a culture of experimentation. Walk away with actionable ideas to “future-proof” teams by making a series of one-degree shifts that result in an improved sense of belonging, psychological safety and engagement.

Keynote sponsored by: EY

10:05 a.m. – 10:35 a.m.

Speed Session 1A: How ESG Impacts Consumer Behaviour

Hear from Derek Blair, Presidents of Insights Matter, as he shares the results of the latest research conducted in partnership with Alberta Central on how Environmental, Social & Governance (ESG) practices impact consumer behaviour.

10:05 a.m. – 10:35 a.m.

Speed Session 2A: The Power of Consumer Data

Hear from Julie Winram, Managing Partner with at The Sentis Group on how to capture and harness consumer data to make informed business decisions.

10:35 a.m. – 11:05 a.m.

Speed Session 1B: How ESG Impacts Consumer Behaviour

Hear from Derek Blair, Presidents of Insights Matter, as he shares the results of the latest research conducted in partnership with Alberta Central on how Environmental, Social & Governance (ESG) practices impact consumer behaviour.

10:35 a.m. – 11:05 a.m.

Speed Session 1C: Trends in the Financial Services Industry - The Great Convergence

Hear from Abhishek Sinha, Partner and National Open Banking Leader with EY on what trends to watch out for in the financial services industry and what the “great convergence” means for credit unions.

10:35 a.m. – 11:05 a.m.

Speed Session 2B: The Power of Consumer Data

Hear from Julie Winram, Managing Partner with at The Sentis Group on how to capture and harness consumer data to make informed business decisions.

10:35 a.m. – 11:05 a.m.

Speed Session 2C: Trends in the Financial Services Industry - The Great Convergence

Hear from Abhishek Sinha, Partner and National Open Banking Leader with EY on what trends to watch out for in the financial services industry and what the “great convergence” means for credit unions.

11:05 a.m. – 11:30 a.m.

Networking + Coffee Break

Enjoy a moment of networking over coffee and snacks in the Imperial Ballroom Foyer. New for 2023, a dedicated networking space will be available to take advantage of extended break times.

11:45 a.m. – 12:45 p.m.

Panel: From Open Banking to Open Finance

Join our panel of industry experts, including Cormac Leddy, Senior Manager of Banking Technology at EY, Matt McGuire, Principal/Practice Leader with The AML Shop, Eyal Sivan, Head of Open Banking at Axway and known as Mr. Open Banking from his podcast, Michelle Winsor, Founder and CEO of Accelera Ecosystem and Member of the Open Finance Network, and panelist and moderator Robyn King, Director of Industry Relations for Payments Canada.

This discussion will explore the continuum from open banking to open finance, what open finance could mean for credit unions and some of the risks and opportunities that it presents for the system.

What you will learn:

Open banking has been around for some time, but to add to this complexity, many are now talking about open finance.

Open finance is the next step in the journey from open banking “read only” to “read and write” and will enable credit unions – with the consumer’s consent – to gain access to a customer’s entire financial footprint including data related to taxes, insurance, pensions and more.

Even though open banking has not been implemented in Canada, trends, technology and innovations move fast and the credit union system needs to be ready for what’s next. The opportunity that open finance presents for credit unions, should the sharing of consumer data for financial products and services move beyond banking, means credit unions need to start thinking about collaboration opportunities now.

Open finance could help increase transparency and financial inclusion for all Canadians and has the potential to drive system growth. Attend this session to learn what the future with open finance could look like, why credit unions are uniquely positioned to benefit and how to start getting ready for open finance now.

12:45 p.m. – 1:00 p.m.

Closing Remarks

Hear closing remarks.

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Sponsors

Innovator

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Networking Sponsor

Collaborator

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Register by May 12 to attend this leading credit union system event!
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