Stay tuned for details on LEAD 2024, taking place September 4 to 6, 2024 in Edmonton, coming soon. To be added to the conference mailing list, email communications@albertacentral.com.
Conference speaker presentations and handouts, available to LEAD 2023 delegates only, can be found at the link below. Please use the password provided via email.
Expert on leveraging business trends and new opportunities
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.
Author and expert on the future of work and leadership
Founder and CEO of the Crisis Ready Institute
Cross-cultural communication and diversity expert
President & CEO, Servus Credit Union
Ian Burns has served as Servus’s President and CEO since April 2021.
Prior to joining Servus, Ian was Chief Executive Officer of Alberta Central where he gained a deep understanding of credit unions and their role within the financial sector. He also has leadership experience in a variety of areas connected to the financial services industry including retail, real estate and insurance. Past roles include CEO of the Alberta Real Estate Association and Vice President of Financial Services for The Brick Group Ltd.
Ian sits on a number of boards within the Canadian credit union and financial industry systems including Interac, Everlink and the Prairie Payments Joint Venture Initiative.
CEO, connectFirst Credit Union
Board Chair, Servus Credit Union
Perry Dooley joined the Servus board in 2009 and is currently serving as Board Chair. Perry is an entrepreneur and governance professional with over 30 years’ experience in business, financial services, and board governance. He believes in organizational purpose, culture and diversity and has a passion for corporate strategy, leadership, and organizational sustainability.
In addition to serving members on the Servus board, Perry is a Director for the Medicine Hat and District Health Foundation and serves on the National Advisory Council for M & M Food Market Canada. He is the former Chair of Alberta Central and previously served on the boards for the Calgary Opera Association and the Learning Disabilities Association of Alberta.
Perry has a Bachelor of Management from the University of Lethbridge, is a Fellow of the Institute of Canadian Bankers and a holds the Institute of Corporate Directors (ICD.D) Designation.
Perry is the current owner of two successful businesses in southern Alberta. He actively supports his community through fundraising, sponsorship, and mentoring.
Board Chair, connectFirst Credit Union
Born and raised on a mixed farm near Claresholm, Andrew and his family are proud to oversee the welfare of the largest Braunvieh cattle herd in Canada. A passionate credit union member for 39 years, Andrew credits the longevity and success of his family business from the support of his local credit union.
Andrew’s educational background includes a Bachelor of Science Degree (with distinction) in Agriculture from the University of Alberta and numerous industry and credit union certifications.
In his spare time, Andrew enjoys spending time with his wife and adult daughters, working on the farm or hiking, and biking in K-Country.
President & CEO, Canadian Credit Union Association
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.
Chief Merger Officer, connectFirst Credit Union
Kendra brings 25 years of experience in financial services and leadership to her role as Chief Merger Officer with connectFirst Credit Union. She draws from her extensive experience in strategy, commercial and agriculture business development and credit, operational controls, and compliance to challenge existing processes and translate leading-edge conceptual thinking into practical actions to serve the interests of members.
A self-confessed risk enthusiast, Kendra is especially passionate about transforming risk management into risk optimization by taking a prospective – instead of retrospective – view of risk and opportunity. She holds a Certified Chief Executive designation, as well as a Masters Certificate in Risk Management.
Kendra is a true collaborator with expertise in business refinement on every level; she leads with confidence while demonstrating humility as an innovator. Through mentorship, she helps people draw on their innate talents to perform, collaborate and lead better. Nothing brings her more pride than an empowered, proactive, and cohesive team.
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.
Dir., Industry Relations, Payments Canada
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.
Partner, Banking Technology, EY
Naen is a technology and business transformation leader who has been with EY since 2021 in positions of increasing responsibility. Previously she was a Management Consultant with CAPCO and worked with the Healthcare of Ontario Pension Plan focused on the IT Strategy and Portfolio Management space. She has also held roles with Foresters focused on Portfolio Governance and Project Management. She has her Biochemistry degree from the University of Ottawa and
Open Banking practice leader, EY
Cormac leads EY Canada’s Open Banking practice and is a leader in the Banking & Capital Markets FinTech sector. His work has contributed to the development of EY Canada’s market perspectives on Open Banking, Open Finance and Open Data in Canada. He strives to bring deep, meaningful, and specific insights to Canadian Credit Union and Banking clients supported by learnings from EYs global experience and Canadian thought leadership and market studies.
As a consultant in EY’s Banking and Technology team Cormac supports clients in addressing business challenges through a business led approach supported by innovation and technology. Cormac’s experience spans a wide range of functional areas in financial services, including risk, technology, and data across multiple business lines including retail banking, commercial banking, and wealth.
Principal/Practice Leader, The AML Shop
Fraud Strat. Lead, NICE Actimize
Nate Schneemann is the Fraud Strategy Lead for NICE Actimize and is an expert in fraud prevention and identity verification technologies. He works globally across the product management team and strategic customers to understand their fraud prevention challenges to design tactical and strategic prevention approaches that improve business performance. Nate has 15 years of experience working for banks, investment firms and financial crime prevention tech companies that cover fraud, identity, AML and financial markets risk.
Partner, National Open Banking, EY
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.
VP, Open Banking & Smart Data, Raidiam
Eyal Sivan is Vice President, Open Banking and Smart Data at Raidiam, providers of the world’s most trusted open banking, open finance and smart data ecosystems. In his role, Eyal is responsible for working with stakeholders across the firm to position Raidiam as the number one ecosystem solution provider in the open banking space. Together with the other members of Raidiam’s elite team, his unique expertise in banking API and integration technologies helps clients in the FSI sector accelerate their open banking readiness.
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. Since its launch in 2020, the podcast has grown to over 30 thousand subscribers, leading to Eyal being selected as the number one Open Finance Influencer in the world for 2022 by Open Future World.
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.
Managing Partner, The Sentis Group
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.
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.
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.
CEO & Founder, Accelera Ecosystem
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.
Visit us in the foyer of the Imperial Ballroom to register for LEAD 2023 and collect your name badge and delegate gift.
Visit us in the foyer of the Imperial Ballroom to register for LEAD 2023 and collect your name badge and delegate gift.
The breakfast buffet will be available from 8:30 a.m. to 9:00 a.m. in the foyer of the Imperial Ballroom.
Hear opening remarks and a welcome message.
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.
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).
Enjoy a buffet lunch and plenty of opportunities to network.
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.
Hear from the Emerging Leaders as they present new and innovative ideas to the audience for consideration.
Hear an update from Jeff Guthrie, CEO, Canadian Credit Union Association (CCUA).
Join Nate Schneemann, Fraud Strategy Lead from NICE Actimize as he presents on fraud and cyber crime trends.
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.
Visit us in the foyer of the Imperial Ballroom to register for LEAD 2023 and collect your name badge and delegate gift.
The breakfast buffet will be available from 8:30 a.m. to 9:00 a.m. in the foyer of the Imperial Ballroom.
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
Do you have data without direction or insights that you can’t action? Julie Winram from The Sentis Group will explain why data only gets you so far, and why insights, even amazing insights, languish in PowerPoint decks. Attend this session to learn how to move past the “What” to “So What”, and most importantly, to “Now What”.
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.
Do you have data without direction or insights that you can’t action? Julie Winram from The Sentis Group will explain why data only gets you so far, and why insights, even amazing insights, languish in PowerPoint decks. Attend this session to learn how to move past the “What” to “So What”, and most importantly, to “Now What”.
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.
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.
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.
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, Vice President, Open Banking and Smart Data at Raidiam 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.
Hear closing remarks.
Prairie Payments provides payment processing services across exchange, clearing and settlement. Owned by Canadian credit unions, we are committed to providing fast, flexible and secure payments. Our solutions are compatible with any core banking system and modern digital platform and provide flexible options for any financial institution or organization that wants to offer modernized payment capabilities to their customers.
Axway gives heritage IT infrastructure new life, helping more than 11,000 customers digitally transform and drive growth. With the Amplify Open Banking that enables broad integration across the entire financial ecosystem, ultimately leading to new and innovative financial service products which are more adaptable to our rapidly changing world. We help companies move forward faster, reach new markets, and create brilliant digital experiences.
Our MFT and B2B integration solutions have been trusted for 20 years. Axway employs over 1,800 people in 18 countries. axway.com
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 a world that’s changing faster than ever, our purpose acts as our ‘North Star’ guiding our more than 300,000 people — providing the context and meaning for the work we do every day. We help digital pioneers fight data piracy; guide governments through cash-flow crises; unlock new medical treatments with data analytics; and pursue high quality audits to build trust in financial markets and business. In other words, working with entrepreneurs, companies, and entire countries to solve their most pressing challenges.
Through our four integrated service lines — Assurance, Consulting, Strategy and Transactions, and Tax — and our deep sector knowledge, we help our clients to capitalize on new opportunities and assess and manage risk to deliver responsible growth. Our high-performing, multidisciplinary teams help them fulfill regulatory requirements, keep investors informed and meet stakeholder needs.
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 becoming a global leader in financial data, open banking and analytics. To learn more, visit www.flinks.com
At NICE we are passionate about removing the friction between companies and consumers, creating extraordinary experiences that build brand loyalty and create unbreakable bonds.
We enable organizations to address today’s consumer and employee expectations, by delivering effortless, consistent, and personalized digital-first experiences with CXone, the world’s leading cloud CX platform.
We are known for our innovation and comprehensive end-to-end CX approach, combining digital entry points, journey orchestration, smart self-service, prepared agents and complete performance suite, all embedded with our purpose-built CX Analytics, AI, and domain expertise.
The AML Shop empowers businesses with a wide breadth of practical, informed, and strategic regulatory
anti-money laundering support services. Founded in Toronto, The AML Shop team specializes in
helping clients manage their risk, maximize opportunities, and achieve and maintain compliance.
For more information visit https://theamlshop.ca
Canadian Credit Union Association is the national trade association for Canada’s credit unions and caisses populaires outside Quebec. Collectively, Canada’s 212 credit unions generate over $6.5 billion in economic impact, are leaders in small business lending, and have assets of $283 billion. CCUA members work together to advance the common interests of the sector. CCUA advocates for supportive legislative and regulatory policy development and works to improve federal and provincial legislation impacting credit unions. We support credit unions in meeting compliance expectations, develop and share national marketing campaigns and provide proactive communications to increase national awareness.
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. Celero is proud to be the second top sponsor of LEAD 2022 at the Collaborator Level.
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.
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 at NEWGROUNDCANADA.ca
Arctic Intelligence (www.arctic-intelligence.com) is a multi-award-winning RegTech that specialises in business-wide financial crime risk and compliance gap assessments and who’ve helped hundreds of businesses in over 20 industry sectors and 20 countries to identify, assess, mitigate, and manage their financial crime risk exposures.
Arctic Intelligence’s AML Accelerate Platform has been purposely tailored over 30 industry sectors including financial services, gaming, and designated non-financial services sectors and our Risk Assessment Platform, allows larger more complex businesses to fully configure the methodology, risk models and control libraries and much more.
If you would like to learn more contact them or book a demo.
Desjardins is a cooperative financial group. Their mission is to contribute to improving the economic and social well-being of people and communities within the compatible limits of its field of activity:
For decades, Concentra Bank has been a key supporter of the Canadian credit union system. Now, as a wholly owned subsidiary of Equitable Bank, we’re eager to build on this legacy. We remain your valued partner and look forward to supporting future growth and innovation for credit unions by:
Likewise, we look forward to building upon the 70+ year legacy of Concentra Trust as a fiduciary and key partner in registered plan trustee services and providing innovative personal trusts and estate solutions, including through our collaboration with ClearEstate.
The CSS Pension Plan is one of Canada’s largest and oldest defined contribution (DC) pension plans.
We are a member-controlled, democratic organization – and we always have been. Pioneered in Saskatchewan in 1939, we began with just one employer member. Today we’ve grown to serve over 300 employers and 50,000 current and past co-operative and credit union employees across Canada.
We hold over $4.9 billion in total assets on behalf of our members.
Smart Solution is a leading software provider, partnering with banks, credit unions, and other financial institutions to help them grow and adapt to the ever-changing marketplace.
