Navigating in a Sea of Change

The Second National Treasury and Finance Forum held Oct. 20 -22 in Toronto.

• Plenary Session: What you peers are telling us: Industry problems and Best Practices -- Don Shaurette, Product Marketing Manager/CPM, IPS-Sendero Institute
• Plenary Session: The Rules of the Sea: Lessons Learned Managing Liquidity Risk -- Francois Tremblay, Head Liquidity Management  and ALM & Governance, RBC Financial Group
• National Liquidity Update -- Charles Milne, Senior vice-president, treasury and funding services, Central 1 Credit Union -- In Member Resources section, requires login 
• Issuing Debt in a Sea of Change: Canada Mortgage Bond Program -- Dirk Haack, Director, Funding Services, Central 1; Norm Fradley, AVP, Treasury, Westminster Savings Credit Union; Philip Hemmings, Manager, Securitization and Risk Assessment, Central 1
• Issuing Debt in a Sea of Change: Covered Bonds -- Hiren Lalloo, VP Securitization Finance Group, RBC Capital Markets; Dirk Haack, Director, Funding Services, Central 1
• CommunityAmerica Credit Union: David Pierce CEO
•                 TV ad dollars
•                 TV ad ATM
•                 TV ad Monday blahs
• IFRS Readiness Project Update, Gary Rogers, VP, Financial Policy, Credit Union Central of Canada
• Navigating the Debt Capital Markets, Peter Marchant, Managing Director, BMO Capital Markets
• Sailing in Rough Waters, Ivan Wahl, Chairman and CEO, Xceed Mortgage Corporation

October 6-7, 2008

Conference Photos

Keynote Presentations:

• Economic Outlook -- Implications for Credit Unions -- Mike Schenk, VP, Economics and Statistics, Credit Union National Association
• Economic Outlook -- Canadian Perspective -- Helmut Pastrick, Central 1
• Sales Strategies in the Highly Competitive Marketplace -- John Maiorino, Executive Consultant & President, Merit Solutions Division of Financial Selling Systems

Workshops:

• A and D -- Servicing Niche Markets: Multi-Cultural Lending adn Community Investment Lending 
•               -- Susan Henry, Alterna Savings
•               -- Community Investment Lending: The Risks and Rewards, Diane Kelderman, CEO, Nova Scotia Co-operative Council
• B -- Money Doesn't Grown on Trees: Funding Growth -- Evolving Markets and Practices -- Ian Glassford, Chief Financial Officer, Servus Credit Union  
• C and F -- Process Improvement in Lending Administration -- Richard Burg, Joanne Mason, NorthShore Credit Union
• E -- CBOS Update -- Small Business Lending: Building Momentum -- Elizabeth Duff, Kevin Zakus, Frank Kennes  
• G and J -- Building Loyalty: Lending through Life Cycles -- Challenge the Way you Think About the Generations -- Terry Pringle, President, Pringle Ventures Inc.
• H -- Strategic Collecting and Changes to Federal Bankruptcy Legislation -- Tony Tam and Derek Cramm
• I and L -- Attracting, Recruiting and Maintaining Lending Staff in a Competitive Shrinking Market --
•                 -- Allan Gabert, VP Business Banking,  Common Wealth Credit Union
•                -- Michelle Manary, CUSOURCE Credit Union Knowledge Network
• K and N -- Energy Efficient Housing -- Charles King, Canada Mortgage and Housing Corporation
• M -- Agricultural Lending -- In For the Long Haul
•                    -- Leo Gautreau, Meridian Credit Union
•                    -- James Gosselin, Steinbach Credit Union
• O -- Taking Advantage of New Social Media -- Gene Blishen 
•           -- Part 1
•           -- Part 2
•           -- Part 3

• Executive Briefing: Winning in Wealth Management -- Kenn Lalonde, CUMIS, and Don Rolfe, CUCBC

Workshop:

• A -- Real Estate Market -- Trends and Implications -- Bob Dugan, CMHC
• B -- Canadian Business Owner Strategy
• C -- The Board's Role in Risk Management -- Fay Booker
• D -- Attraction and Retention Strategies -- Sheila Geddes, Windsor Family Credit Union  -- Christina Semaniuk, Cambrian Credit Union
• E -- Hearing from the Leaders of Tomorrow
• F -- Chip Happens: Is your Credit Union ready? -- Patricia Daley, Deloitte
• G -- Social Media -- Warren Kinsella,
• H -- Better Board Building -- David H. Brown
• I -- Employer Branding: Positioning Your Credit Union with Employees and Potential Employees -- Christine Isnor Conrod, Credit Union Atlantic -- Janet Grantham, Sydenham Credit Union
• J -- New International Accounting Standards (IFRS) -- Fred Blaack, Libro Financial -- Loraine McIntosh, Deloitte
• K -- Fraud-Proofing Your Credit Union -- Jeff Bos Interac Association  -- Dan Heaman, Credit Union Central of British Columbia
• L -- Regulatory Issues and Competitiveness -- Anne Marie MacNeil, SaskCentral -- Charlene Loui-Ying, Community Savings
• M -- Directing Change -- Alisdair Smith, CUSOURCE
• N -- Workplace Wellness: Ensuring a Productive and Fulfilling Environment
• O -- New and Emerging Payment Services -- Patricia Daley, Deloitte -- Jessica Goldberg, Deloitte

Members' Forum on Co-operative Principles

• Report on the comments from participants