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May 7-10, 2017Halifax World Trade & Convention Centre

Halifax, NS

For over a century credit unions have helped define the financial industry. With a vision in mind, together we will reach even greater levels of success!

Credit union leaders have long understood the significance of innovation and diversity. Since the creation of the first Canadian credit union, there was an understanding that true success meant the transformation of an industry. Now, more than ever, we need to dig deep into those roots, as we transform ourselves to meet the needs of our members in a changing world. We need to continue to push the boundaries, to collaborate, to innovate and to be the difference Canadians need us to be.

Taking place in Halifax, Nova Scotia, this year’s National Conference for Canada’s Credit Unions will bring together credit union leaders from across the country to learn, share, set goals, and map out a new course direction. We cannot predict the future, but we can definitely create it.

This year’s Conference has many new and exciting features including; the Canadian Credit Union Association Volunteer Challenge, integration of the MACU Marketing Program, a Filene Innovation Session Series, and the Regulatory Compliance Forum, to name a few.

Join us this May as we Chart the Course for success, for Canada’s credit union industry.

Navigating Beyond The Horizon

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MASTER OF CEREMONIESBRUCE SELLERYFinancial Journalist | Bestselling Author of Moolala

Why do smart people do dumb things with money? Financial journalist and television host, Bruce Sellery, is on a mission to help people get a handle on their money so they can live the life they want. In his talks, Bruce is an essential guide for those who, when it comes to managing their money, could “use a spoonful of sugar to help the medicine go down”.

Speaker Profile: Bruce is the author of two bestselling books, including Moolala: Why Smart People Do Dumb Things with Their Money, and is the personal finance expert for the national lifestyle show Cityline. He also writes advice columns for Chatelaine, Today’s Parent and Moneysense Magazine. Bruce was the host of Million Dollar Neighborhood on OWN: Oprah Winfrey Network, and spent 10 years with CTV’s Business News Network, anchoring from both Toronto and New York City.

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MONDAY OPENING KEYNOTE SPEAKERINNOVATE OR PERISH! WHY IT’S IMPORTANT TO ABANDON SOME OF YOUR MOST USED WORKPLACE PRACTICES

Change would be so easy if we could all see into the future. So how do we innovate as if we know what tomorrow will bring? Fostering and rewarding innovation is a tough thing to do, but now more than ever, staying on top depends on creating a culture of innovation. In this presentation, you’ll find out how to make innovation a priority in your workplace; how technology and innovation are linked; and why it’s important to abandon some of your most-used (and most-hated!) workplace practices right now, no matter how ingrained they are in your organization.

Speaker Profile: Max Valiquette helps companies, organizations, and brands find solutions to their problems by better understanding their employees, customers, and communities. Named one of Canada’s “Most Influential Marketers” by Marketing magazine, he has worked with some of the biggest brands around the world throughout the course of his career as a leading marketing and brand strategist. His varied expertise makes him one of the most sought-after public speakers on trends, innovation, marketing, and youth culture.

MAX VALIQUETTEMonday, May 81:30 p.m. - 2:45 p.m.

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FEATURED SPEAKERS

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MONDAY AFTERNOON KEYNOTECANADA’S ECONOMIC LANDSCAPE AND OUTLOOK

Credit unions and their members are living through a protracted and significant economic adjustment, caused and characterized by lower prices for oil and other commodities, a lower dollar, continued low interest rates, a shrinking resource sector, and declining commercial investment. On the other side are signs of stronger global growth, and closer to home, federal and provincial governments that are anxiously eyeing opportunities for stimulus and diversification. Join this important examination of current economic trends, complete with insights and implications for credit unions.

Speaker Profile: Mr. Cléroux has more than 25 years of experience as an economist, mainly in the public sector. Before joining the Business Development Bank of Canada (BDC), he worked for the government of Saudi Arabia as Vice President, Business Analysis in the National Industry Clusters Development Program. His role was to create program strategies, define sector policies and conduct financial and economic analyses of industrial projects.

Prior to that, Mr. Cléroux was the Quebec Assistant Deputy Minister for Economic Development, Innovation and Export Trade, responsible for the implementation of economic policies and programs to support small and medium-sized businesses and encourage entrepreneurship.

PIERRE CLÉROUXMonday, May 83:15 p.m. - 4:30 p.m.

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MONDAY AFTERNOON MARKETING SPEAKERHOW TO THRIVE IN THE EXPRESSION ECONOMY

Consumers can now fill their day with content dedicated to their hobbies, passions and the things that interest them most. For business, that’s a problem. Consumers used to vote with their wallets. Now they vote with their time. They’re more innovative than you are. Often, they’re even more helpful than you are. In the battle for time, your competition isn’t the category leader. It’s the consumer. It doesn’t matter if you’re selling a product, or pitching a new idea, your biggest challenge is someone willingly giving you the time to do it.

Speaker Profile: Relevant, engaging, and interactive, Ron Tite exceeds expectations each and every time he takes the stage. Named one of the “Top 10 Creative Canadians” by Marketing Magazine, he’s been an award-winning advertising writer and creative director for some of the world’s most respected brands, including Hershey, Kraft, Intel, Microsoft, and Volvo. Addressing a variety of topics surrounding branding, corporate strategy, creativity, content, and social media.

RON TITEMonday, May 811:00 a.m. - 12:30 p.m.

SPONSOR OPPORTUNITY AVAILABLE

FEATURED SPEAKERS

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TUESDAY MORNING KEYNOTEWHY SIMPLE WINS: ESCAPE THE COMPLEXITY TRAP AND GET TO WORK THAT MATTERS

Complexity is killing companies’ ability to innovate and adapt, and simplicity is fast becoming the competitive advantage of our time. Drawing on research and themes from her latest book, Why Simple Wins, Bodell inspires leaders and their teams to proactively move beyond the feelings of frustration and futility that come with so much unproductive work in today’s corporate world, to create a corporate culture where valuable, essential, meaningful work is the norm. By learning how to eliminate redundancies, communicate with clarity, and make simplification a habit, individuals and companies can begin to recognize which activities are time-sucks and which create lasting value. Lisa Bodell shares tools and takeaways on how organizations can eradicate complexity, and allow Simplicity to be their new operating system towards an innovative workplace culture.

Speaker Profile: Lisa Bodell provides a simple approach to the complex topic of innovation. The award-winning founder and CEO of futurethink, an organization which provides innovation solutions to clients worldwide, she is a globally recognized innovation leader and futurist who empowers audiences with the tools and techniques they need for accelerating change, driving growth, and solving problems creatively.

LISA BODELLTuesday, May 99:00 a.m. - 10:30 a.m.

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WEDNESDAY CLOSING KEYNOTEBLOCKCHAIN REVOLUTION: HOW THE TECHNOLOGY BEHIND BITCOIN IS CHANGING MONEY, BUSINESS, AND THE WORLD

Blockchain is the open-access, secure global platform on which Bitcoin is based. In a world where, according to Alex Tapscott, “It’s cheaper and faster to mail an anvil to China than it is to send $100”, Blockchain facilitates an authenticated, peer-to-peer transfer of value without an intermediary (such as a bank), in a manner that is transparent, public, permanent — and completely anonymous.

Speaker Profile: Alex Tapscott is an expert in early-stage, high growth companies and path-breaking business ventures. A passionate advocate for the disruptive potential of new technologies as key to start-up success, he believes the emerging Blockchain platform will provide significant entrepreneurial opportunities as it revolutionizes the way we transact our lives.

ALEX TAPSCOTTWednesday, May 1010:45 a.m. - 12:00 p.m.

SPONSORED BY:

FEATURED SPEAKERS

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SUNDAY MAY 7, 2017

Registration and Companion Tours/Activities, CU NEXTGEN™ Leadership Intensive, CUDA® workshops, and Welcome Reception

8:30 a.m. - 7:00 p.m.

Conference Registration, Companion Program Tours/ActivitiesLevel 2, Lobby, World Trade & Convention (WTCC)Gala Banquet & Awards Ceremony Seat SelectionLevel 1, Banquet Desk, World Trade & Convention (WTCC)Open 8:00 a.m. until 5:00 p.m.

7:30 a.m. - 4:30 p.m.National Young Leaders CU NEXTGEN™ Leadership IntensiveDay 1: Developing Resilience During Change Level 3, Suite 302 & 303, WTCCWhen an individual is experiencing high levels of change, their capacity to adapt can decline rapidly. Resilience—the ability to remain productive during turbulence—helps people achieve better outcomes for themselves and their organizations. Designed exclusively for young and emerging credit union leaders, this one-day course explains why change can be challenging, and introduces a set of seven “change muscles” that help individuals use their energy more effectively as they move through the adaptation process. Attendees will receive individual feedback on their own resilience, and engage in exercises that provide practice in applying each of the characteristics. They will leave with an action plan for strengthening their own, and their team’s resilience, and will learn how to lead and manage people using resilience.

CLICK HERE TO REGISTER

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9:00 a.m. - 5:00 p.m.

Cusource® CUDA® Director Training: Foundations of Governance and Theory and ActionLevel 2, Suite 202, WTCCAfter completing the seven modules, this case-based, one-day workshop gives credit union directors a variety of opportunities to apply what has been learned about governance “in theory”. By the end of the workshop, participants will walk away with a toolbox of skills and resources that they can draw upon as they carry out their responsibilities with confidence.

1:00 p.m. - 5:00 p.m.

NEW! Cusource® CUDA® Director Training: The DNA of a Top-Performing Credit Union DirectorLevel 2, Suite 204, WTCCJoin us for this inaugural opportunity to participate in an in-depth review of the Director DNA! CCUA completed a research project with York University’s Schulich School of Business to identify the profile of a top performing credit union director; the “Director DNA”. Prior to attending, participants will complete a confidential assessment. The course will review the DNA of a top-performing director and give participants an opportunity to identifying their individual strengths and opportunities for growth to be a top-performing director.

CONFERENCE PROGRAM SCHEDULE

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2:00 p.m. - 3:30 p.m.

Preparing Credit Unions for IFRS 9 RequirementsLevel 8, Summit Suite, WTCCThe International Accounting Standards Board (IASB) published IFRS 9 Financial Instruments in July 2014, which includes the final models for classification and measurement and impairment of financial instruments and hedge accounting; the IASB continues to work on the macro hedging model. The package of improvements introduced by IFRS 9 includes a logical model for classification and measurement, a single, forward-looking “expected loss” impairment model and a reformed approach to hedge accounting. IFRS 9 is effective for annual periods beginning on or after January 1, 2018.

6:00 p.m. - 8:30 p.m.

Welcome Reception Second Floor, Nova Scotia Ballroom & the Halifax BallroomMarriott Harbourfront1919 Upper Water Street

Reconnect with friends and colleagues at the opening reception of the 2017 National Conference for Canada’s Credit Unions. The Conference welcomes you with an unforgettable Canadian celebration. Enjoy an evening of fun and food with your credit union system community.

Sponsored by:

MONDAY MAY 8, 2017

Registration and Companion Tours/Activities, CU NEXTGEN™ Leadership Intensive, Keynote presentations, AGM’s and Trade Show.

7:30 a.m. - 5:00 p.m.Conference Registration & Companion Program Tours/ActivitiesLevel 2, Lobby, WTCC

Gala Banquet & Awards Ceremony Seat SelectionLevel 1, Banquet Desk, WTCCRegistrants must reserve banquet seats. A banquet seating desk will be open during registration hours 8:00 a.m. until 5:00 p.m.

7:30 a.m. - 8:15 a.m.Voting Delegate - Early Start Continental BreakfastLevel 2, Grand Ballroom, WTCC

8:15 a.m. - 8:45 a.m.Voting Delegate – Sign in & Pick up Voting PackageLevel 2, Grand Ballroom, WTCC

9:00 a.m. - 12:30 p.m.National Young Leaders CU NEXTGEN™ Leadership IntensiveLevel 3, Suite 302 & 303, WTCCBuilding off the experiences of Day 1, the second session of NextGen will challenge and engage attendees through an interactive discussion and networking.

8:00 a.m. - 9:00 a.m.Continental Breakfast for all attendeesLevel 2, Grand Ballroom, WTCC

9:00 a.m. - 10:30 a.m.Canadian Credit Union Association AGMLevel 2, Grand Ballroom, WTCC

CONFERENCE PROGRAM SCHEDULE

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10:30 a.m. - 11:00 a.m.Networking Break, Partner Exhibits and Silent AuctionLevel 1, Room 100, WTCC

11:00 a.m. - 12:30 p.m.Concentra AGMLevel 2, Grand Ballroom, WTCC

11:00 a.m. - 12:30 p.m.NEW! Filene Research Institute Sessions: Innovation MethodologySession #1 of 5: Think innovation. Do innovation. Change through innovation Level 8, Summit Suite, WTCCDesigned exclusively for credit union leaders, this experiential session will teach the Filene Method of Innovation, which has been created and developed for credit union leaders and applied at hundreds of credit unions across Canada and the United States. The method will engage attendees in an Innovation Immersion to grow creative confidence and develop innovation skills that they can take back and use immediately. Using hands-on learning, attendees will deepen human empathy, gather insights, prototype solutions and explore the intersection of creativity and action. Attendees will leave understanding the innovation process, how it can be applied within a credit union’s culture, and how to inspire others to think differently. Delegates must attend all five sessions in order to qualify to attend. Registration for this program is included in the cost of the Conference fee.

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NEW! MACU Marketing ConferenceNew! Participate in the Marketing Association Credit Unions marketing stream to learn and discuss the many facets of marketing, including: youth marketing, employee advocacy and innovation. This is the first year that MACU has integrated with the CCUA National Conference. Now you can enjoy the benefits of the National Conference which are included with your registration. The MACU marketing stream has 6 specific sessions designed to give you a deeper understanding of how important marketing is in creating a greater member experience. Join us and enjoy the CCUA Welcome Reception, Integrated Keynote presentations, expanded Trade Show, AIME Awards Gala dinner and after party.

11:00 a.m. - 12:30 p.m.Marketing Keynote Presentation: How to Thrive in the Expression Economy: Low production costs, easy distribution and suddenly, everyone’s a creatorSpeaker: Ron Tite, Branding and Creativity Expert

This humorous and insightful presentation helps organizations, and more importantly the individuals within them, win time. It highlights operational and personal innovation, authenticity, speed to market, creativity, and more. In short, it teaches business how to act like their customers.

12:30 p.m. - 1:30 p.m.Served Lunch: Cyber Security LockdownLevel 2, Grand Ballroom, WTCCEvery organisation that stores, processes or transmits data is at risk for a cybersecurity breach. What do you need to know to protect your credit union and your members from a cyber security attack? Join us for this lunch session and learn what it takes to keep your important data safe.

Sponsored by:

CONFERENCE PROGRAM SCHEDULE

Register: CLICK HERE

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12:30 p.m. - 1:30 p.m.Lunch n Learn (Optional): Small Business & Commercial Credit TrendsLevel 2, Suite 202, WTCCA trended view into the small business banking & commercial credit activity including trade balances, performance, bankruptcies as well as public record information. As the data allows, the session would focus on small business regional views as well as segmented by construction, manufacturing, retail, services, etc.

1:30 p.m. - 2:45 p.m.Keynote Presentation: Innovate or Perish!Level 2, Grand Ballroom, WTCCSpeaker: Max Valiquette, Innovation and Trends ExpertIn this presentation, you’ll find out how to make innovation a priority in your workplace; how technology and innovation are linked; and why it’s important to abandon some of your most-used (and most-hated!) workplace practices right now!Sponsored by:

2:45 p.m. - 3:15 p.m.Networking Break, Partner Exhibits and Silent AuctionLevel 1, Room 100, WTCC

3:15 p.m. - 4:30 p.m.Keynote Presentation: Canada’s Economic Landscape and OutlookSpeaker: Pierre Cléroux, VP, Research and Chief Economist, Business Development Bank of Canada (BDC)Level 2, Grand Ballroom, WTCCJoin this important examination of current economic trends, complete with insights and implications for credit unions.Sponsored by:

3:15 p.m. - 4:30 p.m.Filene Innovation Program ContinuesSession #2 of 5Think innovation. Do innovation. Change through innovation.Level 8, Summit Suite, WTCCSponsored by:

3:15 p.m. - 4:30 p.m.MACU Sizzle Session: Data Driven Marketing, Innovation and BrandingWe will have a variety of small group discussions set up throughout the room. These will be lead by a facilitator that is knowledgeable in this specific area. Each group will discuss a topic of interest (including Mobile Branches and Marketing Advocacy) for 45 minutes. This will be a round-table discussion that will allow attendees to have an open dialogue with the others at the table and also have the ability to ask questions of the facilitator. Once you have registered for the conference, we will send you out information on the specific group topics available and request that you sign up for a specific topic as space will be limited.

4:30 p.m. - 5:30 p.m.

NEW! Munch and Mingle – Taste of HalifaxLevel 1, Room 100, WTCC in the TradeshowGuests are invited to indulge in a distinguished collection of wines, spirits and beers from Nova Scotia, and sample of delicious regional food from local ‘food artisans’. Delegates have another great opportunity to network with friends and colleagues and visit all the partner exhibits to complete the exhibitor passport to be entered for amazing prizes!

Sponsored by:

CONFERENCE PROGRAM SCHEDULE

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6:30 p.m. - 9:00 p.m.MACU AIME Awards Gala: A Celebration of Marketing SuccessLevel 1, Sable ABC, Marriott Harbourfront, 1919 Upper Water StreetMACU’s most celebrated event—the Achievement in Marketing Excellence (AIME) Awards draws entries from credit unions of all sizes and locations. Join us to celebrate the best in credit union marketing and communications!Sponsored by:

8:30 p.m. - 10:00 p.m.MACU & NEXTGEN™ AFTER PARTY Invitation only: (CU NEXTGEN™ & Marketing attendees)Keith’s Brewery1496 Lower Water St, Halifax, NS B3J 3R5Sponsored by:

TUESDAY MAY 9, 2017Conference information, Companion Tours/Activities, Keynote presentation, Workshops, Trade Show and Gala Banquet & Awards Ceremony.

7:30 a.m. - 5:00 p.m.Conference Information/Companion Program Tours/Activities/CDF Silent AuctionLevel 2, Lobby, WTCC

8:00 a.m. - 9:00 a.m.Continental Breakfast for all attendeesLevel 2, Grand Ballroom, WTCC

7:30 a.m. - 8:45 a.m.Early Riser Breakfast Session: Federal Credit Union UpdateLevel 2, Room 202, WTCCUpdate on the Option: 2016 was a milestone year. UNI Financial Cooperation became Canada’s first federal credit union, Coast Capital Savings' members enthusiastically supported its efforts to move federal, while Innovation Credit Union announced its intention to pursue the option as well. This breakfast workshop will feature industry, government and legal representatives to update the credit union system on the federal option.

Sponsored by:

7:30 a.m. - 8:45 a.m.Breakfast Session: Credit Union Business Owners Strategy (CUBOS)Level 2, Room 204, WTCCOpen to member and non-member credit unions, this session provides an opportunity to receive recent CUBOS insights, and learn about new plans and programs.

Sponsored by:

CONFERENCE PROGRAM SCHEDULE

Credit Union

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9:00 a.m. - 10:30 a.m.Keynote Presentation: Why SIMPLE Wins: Escape the Complexity Trap and Get to Work that MattersLevel 2, Grand Ballroom, WTCC

Speaker: Lisa Bodell, Global Innovation Expert | Award-winning AuthorJoin us, as Lisa shares tools and takeaways on how organizations can eradicate complexity, and allow Simplicity to be their new operating system towards an innovative workplace culture.

Sponsored by:

10:30 a.m. - 11:00 a.m.Networking Break, Partner Exhibit’s and Silent Auction Level 1, Room 100, WTCC

11:00 a.m. - 12:15 p.m.ROUND 1 – Concurrent Sessions

YOUNG LEADER FINAL PRESENTATIONSThe finalists of the National Young Leaders Awards will present a workshop on a thought provoking topic – not to be missed!

MEMBER GROWTHFinancial Services in the Digital Information Age: The Evolution from a Product-Centric to a Professional ModelThe financial services industry is evolving from a product-centric model to a professional model where the true value of the human advisor lies in the holistic view of the client, an unwavering ethical commitment, and the non-technical professional skills that the planner brings.Tomorrow’s financial professionals must become trusted advisors, coaches, relationship and behavioural managers, all the while learning to apply technology efficiently and knowing what digital solutions may work best to meet their clients’ product needs.

POLICY AND ADVOCACYThe Business Case for Credit Union Government RelationsFor a lot of credit unions – especially smaller ones – government relations is the elephant in your inbox. We all know it’s important, but building relationships with your provincial or federal legislators takes time that is often in short supply. Our workshop presenters will challenge you to consider how good advocacy can be more than just important, but something useful for your credit union. Useful to growing your business, to avoiding tomorrow’s regulatory problems and even to attracting members and building loyalty.

CREDIT UNION GOVERNANCE & LEADERSHIPBest Practice for Audit Committee Effectiveness This practice will focus on many technical aspects of audit committee governance, with a focus on “real life” best practices and issues to consider to increase the effectiveness of your audit committee. We will cover the five guiding principles, top 10 “to dos” and review mandate and performance expectations.

FUTURE FOCUSGeneration Squeeze: Serving Members in the Sharing Economy Canadians in their 40’s and younger are feeling the squeeze. They go to school longer, pay more for it, only to graduate into jobs that pay less in real terms, and then strive to meet housing costs that are $100,000s more than previous generations. All of this is combined with a world where information is fast and furious, and getting our word out in 140 characters seems impossible. This session is based on research completed by Generation Squeeze – an innovative new advocacy group for Canadian’s in their 40’s and younger – with commentary from a member of the National Young Leaders Committee. The speakers will present a thoughtful look at who this generation strives to be, the issues they are facing, and how they intend to navigate them. We’ll discuss how intergenerational equity is (or isn’t) showing up in this country – and why financial service products that meet the needs of previous generations may no longer work.

CONFERENCE PROGRAM SCHEDULE

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MARKETINGThe Power of Your People: How Employee Advocacy Can Charge Your Credit UnionWith organic reach continuing to decline for brands on Social Media, this presents an opportunity to tap into the power of your employees as brand advocates. Find out how companies in financial services are integrating employee advocacy initiatives into their business strategies to drive the bottom line, differentiate their brand, and engage their employees.

In this session you will learn:• How organizations are turning to connected

workforces;• What is advocacy and why it’s important to

your business;• Which brands are leading the pack in the

advocacy space and how they are doing it;• How a credit union can differentiate its brand

from national competitors and connect with alocal demographic; and

• Strategies to get employees engaged andparticipating in your own advocacy strategy.

11:00 a.m. - 12:15 p.m.Filene Innovation Program ContinuesThink innovation. Do innovation. Change through innovation. Session #3 of 5

12:15 p.m. - 1:15 p.m.Luncheon Level 2, Grand Ballroom, WTCC

Sponsored by:

1:15 p.m. - 2:30 p.m.ROUND 2 – Concurrent Sessions

MEMBER GROWTHThe Changing Competitive Wealth Management Landscape for Credit Unions Driven by technology, regulations and shifting demographics, disruptive changes and innovations are reshaping every aspect of how financial services are structured, provided and consumed.Speakers will focus on the impact of these changes on fee transparency, advisor value, product preference, customer expectations, and distribution models in the wealth management industry; and the implications for credit unions.

POLICY AND ADVOCACYAdvocacy: The View from the Other Side of the TableKnow your audience. It’s good advice for speechwriters and presenters – and it’s just as good for government relations too. The legislators and regulators you meet with are flooded by lobbyists, stakeholder demands, political pressures, and media scrutiny, all while trying to make progress on the job they have to do. Our panel will help you understand what’s going on, on the other side of the advocacy table, so your credit union can build constructive and mutually-beneficial relationships with our government partners.

CREDIT UNION GOVERNANCE & LEADERSHIPMaintaining and Developing Culture for Your Credit Union Being people-oriented organizations, credit unions tend to have strong cultures which permeate to both employees and members. Does your culture need to evolve as the environmental and economical conditions shift? If you are involved in a merger of credit unions, do you need to integrate cultures or develop a new culture for the merged entity? This interactive session will focus on why integrating cultures sometimes fails and how to develop your ideal culture.

CONFERENCE PROGRAM SCHEDULE

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FUTURE FOCUSFocusing on Canadians’ Financial Well-Being: How Building Confidence Improves Financial OutcomesConcern for Canadians’ financial well-being is at the heart of the credit union movement. Learn about new research that suggests enhancing Canadians’ confidence for managing their finances will make a significant impact on financial literacy outcomes. Also, learn more about how the national financial literacy program, Each One, Teach One, can assist your credit union in delivering the knowledge, skills and confidence of members of your community.

MARKETINGSticky Branding: First Choice AdvantageSpeaker: Jeremy Miller

Do customers choose your brand first? This question is the essence of branding. Branding is not about logos, taglines, websites, or colors. Branding is about the bond you form with your customers — a bond where they choose you first. This is what separates average companies from Sticky Brands. When you have a Sticky Brand your customers think of you first. They refer you first. They choose you first. And they come back again and again. That relationship is what makes your brand sticky.

1:15 p.m. - 2:30 p.m.

Filene Innovation Program ContinuesThink innovation. Do innovation. Change through innovation. Session #4 of 5

2:30 p.m. - 3:15 p.m.Networking Break, Partner Exhibits and Silent AuctionLevel 1, Room 100, WTCC

In the trade show we will be drawing the names of our prize winners. Note that this time is the last opportunity to visit the Trade Show. Don’t miss it!

3:15 p.m. - 4:30 p.m.

ROUND 3 – Concurrent SessionsFUTURE FOCUS

Payments Canada ModernizationAt the heart of our economy is a national payments system, safely circulating billions of dollars each day. But the payments system must modernize to support the rapidly changing needs and expectations of the Canadian marketplace, foster innovation and strengthen competition within the payments ecosystem.Attend Workshop L, to hear from Payments Canada and credit union system executives to understand what the intention is, how it will impact Canada and specifically how it may impact Canadian Credit Unions.

POLICY AND ADVOCACYTake up the Field: The Tension between Federal-Provincial Jurisdiction and What it Means for Credit UnionsThe federal government has constitutional authority over the regulation of banking, while the provinces have authority over contracts. That much is clear. But it’s far less clear what that means in practical terms, because while the constitutional lines are clear, their implementation has been anything but. Provincial governments have chartered credit unions that provide the same functions as banks and some have set up provincial consumer protection frameworks that they believe, apply to federal banks. Since the financial crisis (and arguably before), the federal government has been increasingly seized with the tension between constitutional authority and on-the-ground reality. At least some provinces are pushing back. This panel will look at what these tensions mean for the credit union system’s government relations activities, especially as it concerns issues like consumer protection, taxation, emergency lending assistance (ELA), use of the terms bank and banking, bankruptcy legislation, the legacy of C-43, and more.

CONFERENCE PROGRAM SCHEDULE

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CREDIT UNION GOVERNANCE & LEADERSHIPThe Road to High Performance Coaching culture is focused on changing a leader’s mindset from “the BOSS OF people” to “the COACH FOR people”. The premise of this engaging session is that a performance-based, feedback-rich coaching culture will more effectively support an organization’s business strategy, and lead to higher and more sustainable levels of high performance.

MEMBER GROWTHShowcase: Community Impact Innovations. Doing Well by Doing Good Alternatives to payday loans. A social purpose business strategy. Environmental impact loans. Credit unions are laboratories for financial services innovations, using finance to generate outcomes for people and planet. This thought-provoking workshop shows off the latest exciting and tangible innovations to consider at your credit union.

MARKETINGMember Experience Strategies to Drive your Business Members are seeking a personalized experience at all touch points. Find out how Conexus Credit Union, together with Environics Analytics, leveraged data analytics to increase member engagement, improve relevancy and drive profitable growth across the entire organization. Find out how you can spark innovation with data-driven insights to improve decision making at your credit union. Some key take-aways include:• Ways to change the culture of the organization

from product-centric to member-centric;• Adapt marketing strategies and tactics for

greater personalization;• Socialize experiences and insights to a variety

of users in the organization so that they canaction it immediately; and

• Match business growth to member experienceinvestments

3:15 p.m. - 4:30 p.m.Filene Innovation Program ContinuesThink innovation. Do innovation. Change through innovation. Session #5 of 5

6:30 p.m. - 10:30 p.m.CCUA Gala Banquet & Awards Ceremony Level 2, Grand Ballroom, WTCCFor over 80 years, the National Credit Union Awards program has provided a platform to highlight and celebrate outstanding credit union leadership, community involvement and ingenuity. This event recognizes credit union and regional Central staff who, by action or representation, exemplify the true nature of the co-operative spirit and who continue to drive the entire system forward. Join your peers in a fun and emotionally-lifting evening as we recognize the achievements of the credit union systems’ outstanding efforts over the past year.Sponsored by:

WEDNESDAY MAY 10, 2017Conference information, Companion Tours/Activities, Member Forum, Closing Keynote Presentation

8:00 a.m. - 12:00 p.m.Conference Information deskLevel 2, Lobby, World Trade & Convention (WTCC)

7:00 a.m. - 8:00 a.m.Early Riser: Networking Breakfast for Small Credit UnionsLevel 2, Suite 202, WTCCJoin your fellow small credit unions for an informal networking event.

CONFERENCE PROGRAM SCHEDULE

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MARK YOUR CALENDARS!

Next year’s National Conference for Canada’s Credit Unions will be held April 26 to May 3, 2018

in Toronto, ON.

We hope to see you there!

7:00 a.m. - 8:00 a.m.Continental Breakfast Level 2, Grand Ballroom, WTCC

8:00 a.m. - 10:30 a.m.Member Forum: A Credit Union for the FutureLevel 2, Grand Ballroom, WTCC

We are undoubtedly in evolving and changing times. Credit unions are adapting and re-inventing themselves in the face of economic, demographic, regulatory and political changes. What will the credit union look like in 5 years or in 10 years, and are we prepared? This year’s member forum will look at the forces shaping our industry and the credit union model. We’ll bring that conversation to the national stage and lead a highly interactive dialogue.Sponsored by:

10:30 a.m. - 10:45 a.m.Mini BreakLevel 2, Grand Ballroom, WTCC

10:45 a.m. - 12:00 p.m.Closing Keynote Presentation: Blockchain Revolution: How the Technology Behind Bitcoin is Changing Money, Business and the WorldLevel 2, Grand Ballroom, WTCCSpeaker: Alex Tapscott: Co-author of Blockchain RevolutionWith an in-depth knowledge of blockchain’s transformative capabilities, Alex addresses its potential applications in global finance. Learn more about the emerging Blockchain platform that will provide significant entrepreneurial opportunities as it revolutionizes the way we transact our lives. Sponsored by:

Conference Ends: 12:00 p.m.We hope you have a great time here in Halifax, Nova Scotia. Be sure to check our important system meetings and special events on Wednesday, May 10!

CONFERENCE PROGRAM SCHEDULE

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2017 National Conference for Canada’s Credit Unions / Charting the Course16

SPECIAL PROGRAMS

WEDNESDAY MAY 10, 2017

1:00 p.m. - 4:00 p.m.NEW! Regulatory Compliance ForumIt has been said that we live in the “age of compliance”. Credit unions certainly know this to be true as they face increasingly complex and rigorous regulatory compliance expectations. These expectations will ratchet higher still in 2017 with implementation of the (OECD) Common Reporting Standard, and a newly revised set of AML regulations.What do you need to know to effectively deal with these developments and ensure your compliance program is current and robust? Join your credit union compliance colleagues at CCUA’s first Regulatory Compliance Forum as we drill down into the details. The Forum is designed to give you some practical guidance and hands-on tools to help you conquer the latest compliance challenges.

Who should attend?Anyone who deals with credit union regulatory compliance issues, including:• Executive staff with compliance

responsibilities• Compliance officers and staff• Operations management staff

Fee Structure (for those not attending the conference)Member Fee: $50.00CLICK HERE

12:00 p.m. - 1:00 p.m.NEW! Optional Lunch-n-LearnCCUA Volunteer Challenge – 150,000 hoursLevel 8, Summit Suite, WTCCAs part of Canada’s 150th celebrations, CCUA has created a system-wide challenge: 150,000 volunteer hours invested in local communities across the country by year-end. Learn in this informative session how to sign-up and support this challenge. To help the credit union system achieve its goal, CCUA has partnered with Volinspire, an innovative “tech for good” platform that enables credit unions to track volunteer hours, share stories, spotlight staff and charities credit unions are volunteering with, and more on an online platform. This session is open to all credit union staff.

1:30 p.m. - 4:30 p.m.NEW! National Awareness Study: Strategies for Building and Sustaining GrowthCCUA has undertaken a comprehensive national credit union awareness and perception study in collaboration with the National Marketing Advisory Committee (NMAC). Please join us for a presentation of the final results, including observations from focus groups and surveys completed across the country. These results will fuel a national strategy to improve awareness of credit unions and ultimately drive member growth.This session is suitable for everyone! Board members, executives, marketers and communicators… anyone with an interest in building the awareness of credit unions.

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CREDIT UNION GOVERNANCE & LEADERSHIPCUSOURCE® CUDA® Director Training: Foundations of Governance, Theory and Action Sunday, May 7 9:00 a.m. - 5:00 p.m.

DAY ONE: National Young Leaders CU NEXTGEN™ Leadership Intensive (1.5 day program) Sunday, May 7 7:30 a.m. - 4:30 p.m.

DAY TWO: National Young Leaders CU NEXTGEN™ Leadership Intensive (1.5 day program) Monday, May 8 9:00 a.m. - 12:30 p.m.

Workshop D: Best Practice for Audit Committee Effectiveness Tuesday, May 9 11:00 a.m. - 12:15 p.m.

Workshop I: Maintaining and Developing Culture for your Credit Union Tuesday, May 9 1:15 p.m. - 2:30 p.m.

Workshop N: The Road to High Performance Tuesday, May 9 3:15 p.m. - 4:30 p.m.

INNOVATIONLisa Bodell Keynote: Why SIMPLE Wins: Escape the Complexity Trap and Get to Work That Matters Tuesday, May 9 9:00 a.m. - 10:30 a.m.

Session #1: Filene Innovation Methodology Program Monday, May 8 11:00 a.m. - 12:30 p.m.

Session #2: Filene Innovation Methodology Program Monday, May 8 3:15 p.m. - 4:30 p.m.

Session #3: Filene Innovation Methodology Program Tuesday, May 9 11:00 a.m. - 12:15 p.m.

Session #4: Filene Innovation Methodology Program Tuesday, May 9 1:15 p.m. - 2:30 p.m.

Session #5: Filene Innovation Methodology Program Tuesday, May 9 3:15 p.m. - 4:30 p.m.

MARKET INGMax Valiquette Keynote: Innovate or Perish! Why It’s Important to Abandon Some of Your Most Used Workplace Practices

Monday, May 8 1:30 p.m. - 2:45 p.m.

Ron Tite Keynote: How to Thrive in the Expression Economy Monday, May 8 11:00 a.m. - 12:30 p.m.

Sizzle Sessions – Data Driven Marketing, Innovation, and Branding Monday, May 8 3:15 p.m. - 4:30 p.m.

Workshop F: The Power of Your People: How Employee Advocacy Can Charge Your Credit Union Tuesday, May 9 11:00 a.m. - 12:15 p.m.

Workshop K: Sticky Branding: First Choice Advantage Tuesday, May 9 1:15 p.m. - 2:30 p.m.

Workshop P: Member Experience Strategies to Drive your Business Tuesday, May 9 3:15 p.m. - 4:30 p.m.

MACU AIME Awards Tuesday, May 9 6:30 p.m. - 9:00 p.m.

CCUA CONFERENCE PROGRAM CATEGORIES

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FUTURE FOCUSPierre Cléroux Keynote: Canada’s Economic Landscape and Outlook Monday, May 8 3:15 p.m. - 4:30 p.m.

Workshop E: Generation Squeeze: Serving Members in the Sharing Economy Tuesday, May 9 11:00 a.m. - 12:15 p.m.

Served Lunch: Cyber Sescurity Lockdown Presentation Monday, May 8 12:30 p.m. - 1:30 p.m.

Workshop J: Focusing on Canadian’s Financial Well-Being: How Building Confidence Improves Financial Outcomes Tuesday, May 9 1:15 p.m. - 2:30 p.m.

Workshop L: Payments Canada Modernization Tuesday, May 9 3:15 p.m. - 4:30 p.m.

Member Forum: A Credit Union for the Future Wednesday, May 10 8:30 a.m. - 10:30 a.m.

Alex Tapscott Keynote: Blockchain Revolution: How the Technology Behind Bitcoin is Changing Money, Business and the World

Wednesday, May 10 10:45 a.m. - 12:00 p.m.

Lunch-n-Learn: Canada’s 150th Celebrations, CCUA’s System-Wide Challenge: 150,000 Volunteer Hours Wednesday, May 10 12:00 p.m. - 1:00 p.m.

MEMBER GROWTH

CUSOURCE® CUDA® Director Training: Director DNA Sunday, May 7 9:00 a.m. - 5:00 p.m.

Lunch-n-Learn (Optional): Small Business & Commercial Credit Trends Monday, May 8 12:30 p.m. - 1:30 p.m.

Workshop B: Financial Services in the Digital Information Age: The Evolution from a Product-Centric to a Professional Model

Tuesday, May 9 11:00 a.m. - 12:15 p.m.

Workshop G: The Changing Competitive Wealth Management Landscape for Credit Unions Tuesday, May 9 1:15 p.m. - 2:30 p.m.

Workshop O: Showcase: Community Impact Innovations. Doing well by Doing Good Tuesday, May 9 3:15 p.m. - 4:30 p.m.

National Awareness Study (Optional) Wednesday, May 10 1:00 p.m. - 3:00 p.m.

POLICY AND ADVOCACY

The Federal Credit Union Update Tuesday, May 9 7:30 a.m. - 8:45 a.m.

Workshop C: The Business Case for Credit Union Government Relations. Tuesday, May 9 11:00 a.m. - 12:15 p.m.

Workshop H: Advocacy: The View from the Other Side of the Table. Tuesday, May 9 1:15 p.m. - 2:30 p.m.

Workshop M: Take up the Field: The Tension Between Federal-Provincial Jurisdiction and What It Means for Credit Unions.

Tuesday, May 9 3:15 p.m. - 4:30 p.m.

Regulatory Compliance Forum Wednesday, May 10 1:00 p.m. - 4:00 p.m.

CCUA CONFERENCE PROGRAM CATEGORIES

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CONFERENCE INFORMATION

CONFERENCE VENUEThe World Trade & Convention Center (WTCC)1800 Argyle StHalifax, NS, B3J 3N8T: 905-421-8686

REGISTRATION INFORMATIONRegister Online - CLICK HERE Conference Website - CLICK HERE

Visit CCUA’s 2017 National Conference & Trade Show website for Conference details, including registration information.

REGISTER by March 31, and SAVE $200.00.

Fee Structure Early Bird…………………..................................$1,050.00(post-marked by March 31, 2016)Member*……....................................…………. $1,250.00(after March 31, 2016)Non-Member…..............................……………$1,500.00Young Leaders**…...............................………$1,050.00Companion……...................................…………...$300.00Marketing (Early Bird) ….........................…. $1,050.00

Are you a speaker at the conference? Please refer to your speaker agreement for conference registration instructions.*Exclusive to member credit unions and Centrals.**Exclusive to registrants aged 40 and under from credit unions and Centrals only. Young Leaders must attend both the Canadian Conference and CU NEXTGEN™ Leadership intensive, and must register and pay for both events separately.

Who Should Attend?• Directors, CEO’s, General Managers, VP’s,

Senior Executives, Managers, young andemerging leaders of member credit unions andregional Centrals.

• Employees of Canadian credit union strategicpartners** and other co-operatives majorityowned by the Canadian credit union system.

As a registered attendee, your registration includes:• All Keynote/plenary dessions and selected

workshops• Conference meal functions and networking

breaks• Welcome Reception• Gala Banquet and Awards Ceremony

Companion Registration:The conference companion fee covers attendance at the following events:• Welcome Reception• Gala Banquet and Awards Ceremony

Registration/Information Desk:Participants are invited to collect their Conference materials at the Conference Registration Desk during the following times:

Saturday, May 6 12:00 p.m. to 5:00 p.m.

Sunday, May 7 8:00 a.m. to 7:00 p.m.

Monday, May 8 7:30 a.m. to 5:00 p.m.

Tuesday, May 9 7:30 a.m. to 5:00 p.m.

Wednesday, May 10 7:30 a.m. to 12:00 p.m.

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DELEGATE INFORMATION

Conference Mobile App - CLICK HERE Download CCUA’s Conference App for instant mobile access to the Conference schedule, session details, speaker bios, sponsors, exhibitors, events and much more. The App is available on iOS, Android, Blackberry and Windows operating systems. Sponsored by:

Event WiFiEnjoy high-profile brand exposure and help attendees stay connected throughout the event. Your company name and logo will be featured on WiFi signage and the splash page, network name and password will be custom-tailored for your company. Sponsored by:

Tour ProgramThe tour program is self-served through our Halifax Web Portal - CLICK HEREA Tour Registration Desk will be available on the 200 level foyer of the WTCC, providing many reduced rate tours for your enjoyment. Hours of operation to be posted.

CONFERENCE FEATURESThe Canadian Credit Union Association BoothCCUA is your national trade association. Join one of our representatives and review a full repository of resources, programs, collaborative communities, articles, and more that will help your credit union succeed and grow.• Government Relations: Learn more about our

national advocacy and legislative policy effortswith federal government and policy makers.

• Cusource® Education: Your partner ineducation. Pick up your professionaldevelopment and education informationbrochures to further higher learning withinyour credit union.

• Research: Check out the latest research,trends and analysis to assist your executiveteam and board, in making sound strategicdecisions.

• Regulatory Compliance: Guiding creditunions on regulatory requirements and riskmanagement.

• Payments: Providing strategic and operationalpayment expertise to help credit unions offercompetitive and relevant payment services.

• Marketing & Communcations: Helping creditunions grow their business and save resourcesthrough a variety of marketing programs andcampaigns.

Expanded Trade ShowDon’t miss the CCUA’s 2017 Trade Show – Canada’s Biggest Credit Union Exposition! With over 50 partners, exhibitors play a vital role in setting the foundation to facilitate business growth by providing credit union decision makers with an economical and effective way to make new connections. It is an invaluable networking tool to ensure that our credit unions thrive in our competitive market. Be sure to fill your Exhibitor Passport to win great prizes!

CONFERENCE INFORMATION

2017 National Conference for Canada’s Credit Unions / Charting the Course21

Trade Show Munch and MingleWhen: Monday, May 8, 2017Time: 4:30 p.m. – 5:30 p.m.Guests are invited to indulge in a distinguished collection of wines, spirits and beers from Nova Scotia, and sample of delicious regional food from local ‘food artisans’. This event will take place right after the keynote presentation on Canada’s Economic Landscape, in the same building (Level 100 in the Trade Show). Be a part of this incredible networking event!

Book StoreFeatured speakers’ books will be available for purchase at the CCUA Bookstore. Get your copies early to avoid missing out.

Social Lounge & Charging StationWe are pleased to offer our delegates a new social lounge, where attendees can rest, relax and recharge. Be sure to check out our live twitter feed. There will also be a charging station were you can top of your phone battery and take a moment to catch up with work or enjoy the company of your friends.Sponsored by:

Conference is produced and managed by the Canadian Credit Union Association (CCUA)

151 Yonge Street, Suite 1000Toronto, Ontario, M5C 2W7T: 416-232-3431conferences@ccua.com ccua.com

TRAVEL & ACCOMODATIONAir TravelAir Canada is the official airline for the conference. Ten per cent (10%) off of tango fares and 15 per cent off of flex fares & higher. To book a flight with our promotion code access, go to www.aircanada.com and enter the promotion code NAY3GWJ1 in the promotion box. The discounts will automatically be calculated for you. Call your travel agent or call Air Canada’s direct at 1-888-247-2262 and quote NAY3GWJ1.If you require assistance, please email conferences@ccua.com

Hotel InformationCCUA does not arrange attendee accommodations. All reservations must be made directly with our host hotels. Reservations for the hotel must be made by our cut-off date for discount; April 10, 2017. Requests made after this date will be confirmed on a space-available basis only. Reservations can be made by calling the hotel directly or by booking online. Be sure to mention the Canadian Credit Union Conference when making your reservation.

Delta Halifax HotelAddress: 1990 Barrington St. Halifax, NS B3J1P2Phone: 1 800 268 1133Guestrooms starting at $184CLICK HERE General Hotel Room Block (Delegates, Sponsors, Exhibitors, all are welcome!)

Cambridge Suites HotelAddress: 1583 Brunswick St. Halifax, NS B3J3P5Phone: 1 800.565.1263Guestrooms starting at $179CLICK HEREExclusive for NEXTGEN Young Leaders

CONFERENCE INFORMATION

Delta Barrington Hotel1875 Barrington St. Halifax, NS B3J 3L61 800 268 1133Guestrooms starting at $184CLICK HEREIf you are attending the CUSOURCE/CUDA program, we suggest booking a room here.

Marriot Harbourfront Hotel1919 Upper Water Street, Halifax, NS B3J 3J51-888-236-2427Guestrooms starting at $187CLICK HEREIf you are attending the Marketing (MACU) program, we suggest booking a room here.

Prince George Hotel1725 Market St. Halifax, NS B3J 2N91-800-565-1567Guestrooms starting at $199CLICK HERE Exclusive for CCUA & Concentra Board members.SOLD OUT

SHUTTLE BUS SERVICEThe Conference will have a shuttle service running to and from the hotels and the WTCC – Convention Centre. The shuttle will be available at our registration desk.

Program subject to change without notice. Check for conference updates on Canadian Credit Union Association website ccua.com

CONFERENCE INFORMATION

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