Opening Remarks

Plenary Keynote

1. Change...Success Starts with You! (Repeats at 1:15pm) Presenter: Jeff Mulligan
Strategic Track
Participants will leave this session with new ideas about the relationship between emerging IT projects and corporate wide mission critical transformational change leadership. You will participate in an entertaining interactive session that will identify where your change leadership gaps and strengths might be, provide insight into practical tools, methodologies and processes to better analyze the change on your near term horizon. You will leave this session with a clear understanding of the relationship between culture, environment and the ability for your team to achieve ROI from your next change effort.

Concurrent Breakout Sessions

Lunch/Plenary

1. Change...Success Starts with You!
Presenter: Jeff Mulligan
Strategic Track
Participants will leave this session with new ideas about the relationship between emerging IT projects and corporate wide mission critical transformational change leadership. You will participate in an entertaining interactive session that will identify where your change leadership gaps and strengths might be, provide insight into practical tools, methodologies and processes to better analyze the change on your near term horizon. You will leave this session with a clear understanding of the relationship between culture, environment and the ability for your team to achieve ROI from your next change effort.

2. Thinking Forward: Direct Banking and Payments into the Next Decade
Operations Track
As we enter the next decade, Direct Banking and Payments are poised for some significant change. Don't miss Kelly West, Canada's leading authority on Direct Banking and Payments from Central 1, as he presents key insights into how credit unions will be able to leverage direct channels and payment tools to acquire, retain and grow relationships with members in the next decade.

Kelly will comment on such topics as:

• What will be fads versus important strategies and tactics to consider?
• How can credit unions leverage a traditionally transactional channel for generating sales revenue?
• How online communities will affect how you interact with your customers
• How mobile could become one of your most important channels

3. eroWORKS DNA: User Interface Development Best Practices
Presenter: Michael Rawlins, Open Solutions
Operations Track
Learn first hand how Open Solutions uses leading-edge methodology to develop a more efficient system user experience.

4. cView: Discover your credit union’s sales and marketing potential 
Strategic Track
Open Solutions’ Lizette Nigro demonstrates how best practices in the deployment of cView CRM will take your credit union’s sales and marketing strategies to the next level. Understanding the power of your cView application will add value by: 

• Turning your CRM into a strategic asset
• Creating a new stream of member information 
• Improving retention, boosting loyalty and increasing profitability

Concurrent Breakout Sessions

Plenary

Comedian Dean Jenkinson

Banquet

Dan Delaloye
CEO, Celero Solutions

Plenary Keynote

1. cView Mission: Possible
Operations Track
This session will be of interest to secret agents who have adopted the 2-module cView package, containing My Vision Portal Page and Report Wizard. Your mission, if you choose to accept it, will be to determine how the cView datasource is constructed! Celero’s eroWORKS Missions Force (Bill Boris and Barb MacLean) has already acquired some key intelligence to share with participants. Report to this safe house to learn:

• Table naming conventions. There are more than 500 tables in the cView datasource, so being able to determine a table’s function from its name is an important skill to have.
• Column naming conventions. It’s important to know these because they often appear when two or more tables are joined in a query.
• Qualifying techniques. Deploying certain tables in queries will cause a need for certain qualifiers to be used.
• Using eroWORKS to locate tables. The Service Rep and Loan Service Rep applications in eroWORKS can be used to locate the cView tables containing data you might be looking for. If you can identify a value on an account that you want to report on, you can identify the cView tables that holds the data. Our Celero operatives will show you how.
   

Before you begin your mission, the eroWORKS Missions Force will demonstrate how to combine all this knowledge into a working query.

 2. Going green: Beyond the pursuit of clean air and water
Strategic Track
Attend this discussion featuring Priscilla Boucher of Assiniboine Credit Union and Dennis Cunningham from the International Institute for Sustainable Development to learn how credit unions can take responsibility and an active role in protecting the environment. You’ll gain insight on:

• The business case for going green 
• The role of businesses in moving towards a sustainable economy
• The unique roles of credit unions and community-based financial service providers
• Sustainable development and the critical union among health, economic progress and well-being for all people
• The ways in which economies and communities can benefit in a carbon-constrained future

Concurrent Breakout Sessions

Jessica Jackley
Co-founder of Kiva, the revolutionary
micro-lending website

Lunch/Plenary

Gain insight into the chip implementation process and explore the future of chip technology. Conexus Credit Union's Sheryl Britton will present from the pilot perspective including the rationale, business case, testing and certification, and lessons learned. Brian Guillemin from MBNA Canada Bank will discuss the chip migration plan and progress to date.

2. Greening your credit union
Operations Track
Get motivated to go green as Priscilla Boucher, Assiniboine Credit Union's Vice-President Corporate Social Responsibility, provides tips and tricks to help credit unions become more environmentally friendly.

Concurrent Breakout Sessions

Plenary Keynote