Attendee Titles & Orgs V2.0
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Jill Castilla, President the Businesses and Leaders I Speak With
BUSINESS AT THE INTERSECTION OF CULTURE AND DIGITAL TRANSFORMATION An Interview Series: THE BANKING ISSUE VOL. 6 YOUR CULTURE IS YOUR MOST UNDER-LEVERAGED ASSET Thank you for downloading the networks of staff and branches – as a rationale for the hard-won but painfully slow progress they’ve made. 6th ebook in a continuing series on The leaders and organizations you’ll meet in this volume Culture & Digital Transformation. have taken those constraints in stride, pushed forward unperturbed and seen success that has made them the This particular volume deals exclusively with the Financial envy of their peers and lighthouses of inspiration. Services industry featuring amazing organizations from both sides of the Atlantic and across the category spectrum Their secret? An unwavering commitment to start their from large national players to member-owned credit unions transformation with their culture, rather than technology. and fierce new entrants. It has been a treat to interview To see the answer in People, not Pixels. each of them. You’ll meet a bank that has always been digital but that Few categories have felt more pressure to transform than hasn’t saved them from the same pressures to perform Financial Services. From rapidly evolving customer needs and adapt in this digital world. A plucky US bank whose to explosive entrants like crypto and Bitcoin, the sector is chutzpah made them billionaire Mark Cuban’s favourite under relentless siege. Equally, many in Financial Services bankers and a community saviour during COVID. A British point to a litany of well-documented constraints – legacy IT consultancy that’s almost single-handedly transforming infrastructure, deep regulatory oversight and sprawling banks and bankers on every continent. -
Congratulations on Your Win As Speaker of the House. As You
Speaker Pelosi and the 116th Congress: Congratulations on your win as Speaker of the House. As you prepare to establish your priorities for the new Congress and Democratic House majority, we would like to thank you for your leadership on the fight to address climate change and ask for your continued support in the first 100 days of the 116th Congress. Businesses, communities, and American families who have been leading the way are looking forward to having a partner in the federal government as we address the shared U.S. and global challenge of climate change. Reports released last year, including the Trump administration's own 4th National Climate Assessment (NCA) and the United Nation's Intergovernmental Panel on Climate Change (IPCC) report, show that climate change is already having a drastic impact on our health and our economy. These reports only further underscore the need to take action now. Since President Trump announced his intention to withdraw from the Paris Climate Agreement nearly two years ago, we, the undersigned governors, mayors, county executives, tribal leaders, businesses, faith groups, investors, hospitals and healthcare systems, and nonprofit organizations have joined forces to tell the world that we are still committed to meeting America's pledge on climate. In the absence of federal leadership, 3,600 leaders from states, cities, businesses, faith communities, and healthcare, representing more than half of the U.S. economy and population, are working locally to adopt and meet targets for reducing the pollution driving climate change - cutting 500 million metric tons of carbon dioxide equivalent per year by 2025 if targets are fully implemented. -
Board of Governors 2019/2020
Board of Governors 2019/2020 Executive - President James Barr, CPA, CA, CRMA Partner KPMG LLP 1881 Scarth Street Regina, Saskatchewan S4P 4K9 Phone: 306.791.1236 Email: [email protected] James is a Risk Consulting Partner with KPMG. As a member of KPMG’s Internal Audit, Risk and Compliance Services practice, he provides value-added services to clients in Saskatchewan and Western Canada, including: internal audit, enterprise risk management, IT audit business advisory and corporate governance. He has over 20 years of professional advisory, internal audit and public accounting experience while with KPMG, and as an internal audit manager for a Fortune 100 multi-national company in New York area. James is encouraged by the increased importance and value that today’s business environment is placing on the internal audit profession, and thinks the Institute of Internal Auditors has in important role to play in continuing to grow both the profession and the local economy. Past – President Tracy Hepworth, CPA, CA, CIA, ACC Vice President, Internal Audit Farm Credit Canada 1800 Hamilton Street Regina, Saskatchewan S4P 4L3 Phone: 306.780.8543 Email: [email protected] Tracy is Vice President, Internal Audit at Farm Credit Canada (FCC), a Federal Crown Corporation providing financing, insurance, software, learning programs and business services to Canadian agribusiness and agri- food operations. She leads a team of audit professionals located in Regina and Kanata, Ontario as well as an Investigative Services team in Regina. Since joining FCC in 2002 Tracy has had professional experience in areas including corporate accounting, financial management, enterprise reporting and served for 6 years as the Executive Manager in the office of the President & CEO. -
Credit Union Guidebook
Retail Impact Investing A GUIDEBOOK FOR CANADIAN CREDIT UNIONS FOREWORD Impact investing has the potential to be a growth opportunity and differentiator for the Canadian credit union sector. Today, impact investment options exist primarily for institutional and accredited investors. The opportunities for everyday investors to generate a return, while generating positive impact, are limited – this, despite evidence of market interest led by millennials and others. Credit unions are well positioned to tap into this opportunity. A core part of their mission is to ensure the financial, social and environmental well-being of the communities they serve: a mission that is aligned with the principles of impact investing. We see this Guidebook as a tangible resource to help credit unions address a marketplace gap and empower members to make investments that will have demonstrable, positive impacts in their communities. The Guidebook offers credit unions of all sizes and at all stages of their social responsibility journey actionable ideas of how to create and deploy retail impact investment products for their members. The guide also points to recommendations that the credit union sector as a whole can undertake. The Canadian Credit Union Association (CCUA) is committed to working with credit unions to explore how these recommendations can be advanced. We welcome your ideas and feedback - contact us at www.impactinvesting.ca/contact. CCUA is proud to have partnered with Purpose Capital, Employment and Social Development Canada, as well as a number of interested credit unions, to develop and share the research in this Guidebook. We want to extend our gratitude to Affinity Credit Union, Alterna Savings and Credit Union, Assiniboine Credit Union, Conexus Credit Union, DUCA Financial Services Credit Union, Libro Credit Union, Mennonite Savings & Credit Union, Meridian Credit Union, Servus Credit Union and Vancity Credit Union for their support and contribution to the development of this Guidebook. -
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Media Contact Jeanne Ouellette 818.293.0505 [email protected] California Credit Union Looking to Fund Innovative Classroom Projects **Credit union encourages Orange County teachers to apply for a class project grant ** Los Angeles, CA – August 26, 2020 – California Credit Union is inviting all Orange County teachers who have an innovative class project idea to apply for a credit union grant through its bi-annual Teacher Grant Program. The California Credit Union grant program is available to full-time teachers in Orange County who are looking to fund a special learning opportunity, either in classroom or virtual, for their students. Ten California Credit Union grants of $500 each will be awarded to Orange and Los Angeles County teachers in November in the fall program. “We know educators in our communities are facing unprecedented challenges in engaging with their students this year – whether they are teaching virtually or if they ultimately return to a classroom setting. We hope these grants will help teachers inspire and connect with their students, which is so critical during this time,” said California Credit Union President/CEO Steve O’Connell. “We encourage any teacher who has an exciting project idea to apply for one of our grants so we can help them bring it to life for their students.” The project should have clearly defined learning objectives tied to students’ academic needs, display creativity, and benefit a significant number of students. Interested teachers can find more information and apply online at ccu.com/teachergrant. The application deadline is October 2, 2020. Originally founded to serve the education community, California Credit Union has awarded $115,000 in teacher grants to benefit students across Southern California since the creation of the program in 2012. -
Credit Union Advisory Council
Credit Union Advisory Council Member Biographies April 2019 Chairperson, Rick Schmidt has been the President and CEO of WestStar Credit Union in Las Vegas, Nevada since 2010. WestStar Credit Union serves 22,000 members in the state of Nevada and currently has $170M in assets. Prior to joining WestStar, Mr. Schmidt held various positions at Xerox Federal Credit Union, including Chief Operating Officer. He has over 30 years of experience in the financial services industry, including 24 years with credit unions. Mr. Schmidt is presently serving on the Nevada Credit Union Board of Directors, currently filling the Chairman’s role. He has also participated on the CUNA Payments Subcommittee, the NAFCU Lending Advisory Panel and the CUES Southern California Regional Council. Prior to working in the financial services industry, Mr. Schmidt served in the United States Navy. Arlene G. Babwah is a Risk Management professional. Her current position is with Coastal Federal Credit Union in Raleigh, North Carolina where she serves as Vice-President of Risk Management. Arlene has worked at Coastal since 2005, where she has held positions in Wealth Management as well as Retail Operations Strategy. Prior to finding her place in the Credit Union movement Arlene worked at Citigroup, Credit Suisse and First Citizens. Her current role allows her to satisfy her passion for Enterprise Risk Management, Compliance, Vendor Management and soon to be Business Continuity. While at Coastal Arlene has obtained the following designations: Credit Union Development Educator (CUDE), Certified Credit Union Enterprise Risk Manager (CUERME). Sean M. Cahill is President and CEO for TrueSky Credit Union in Oklahoma City, Oklahoma. -
The Evolving Role of the Chief Data Officer in Financial Services
The evolving role of the chief data officer in financial services: From marshal and steward to business strategist The evolving role of the chief data officer in financial services | From marshal and steward to business strategist The evolving role of the chief data officer in financial services: From marshal and steward to business strategist Over the past few years, financial institutions core businesses, products, customers, and (FIs) have increasingly come to recognize supporting data infrastructure’s capabilities that their data assets represent highly and needs. strategic sources of insight and leverage for a wide array of business functions, More recently, the CDO’s job description–for including risk management, regulatory the most progressive organizations–has compliance, sales and marketing, product evolved from its initial focus on data asset development, and operational performance, gathering, governance, and stewardship among others. To realize this embedded to proactive business enablement, with value, however, organizations need to many institutions even marrying the CDO proactively and effectively manage their and chief analytics officer (CAO) roles into a information assets at the enterprise level. In single senior-level position. This is especially response, they have been appointing chief true for organizations that aggressively data officers (CDOs) to provide required seek to leverage data science and advanced strategic guidance and execution support, analytical modelling to generate new insights and also to assure access to and the into the markets and customers they serve, quality of critical data. In addition, CDOs the products they build and price, the risks will undoubtedly play a strategic role in they assume or pass on, and the means by helping FIs adapt and transform their data which they operate the business to benefit ecosystems in response to rapid technology stakeholders. -
RESORT VILLAGE of SUN VALLEY MINUTES of APRIL 12, 2019 MEETING a Regular Meeting of Council of the Resort Village of Sun Valley
RESORT VILLAGE OF SUN VALLEY MINUTES OF APRIL 12, 2019 MEETING A Regular Meeting of Council of the Resort Village of Sun Valley was held on Friday, April 12, 2019 in the Municipal Office Boardroom, 1410 Caribou St. W., Moose Jaw, Saskatchewan. Present: Mayor – Shannon Pearce Councillor – Duane Dale Councillor - Robert Miller Administrator – Melinda Huebner Call to Order Mayor Shannon Pearce called the meeting to order at 10:02 a.m. 17-2019 Minutes Dale: That the minutes of the March 15, 2019 meeting be approved as circulated. Carried 18-2019 Building Permit Miller: That Council approve the building permit application for Lot 4, Block 8, EX1590 for the construction of an elevator. Carried 19-2019 Purchase Dale: That Council approve the purchase of a 4’ X 8’ trailer for the traffic speed control sign in the amount of $800.00. Carried 20-2019 Payment of Accounts Dale: That the accounts as listed on the “Accounts for Approval” as attached hereto and forming a part of these minutes be now approved by Council for payment including cheque numbers 2420 to 2435 and electronic banking payment number 32019 and 42019 totalling $15,640.89. Online payment Minister of Finance – March education tax remittances 3,607.37 Online payment SaskPower – construction cost of power for CC 1,798.03 2420 Conexus Credit Union – sea can rental, large prints, stamps 579.94 2421 Cypress Paving Ltd. – plow/sand roads 2,499.00 2422 Melinda Huebner – April wages 1,947.40 2423 Loraas Disposal – March regular pickup 943.00 2424 MEPP – April contributions 450.00 2425 Moose -
Mobilizing Your C-Suite for Big Data Analytics
14 Jacopo Rosati Mobilizing your C-suite for big data analytics Leadership-capacity constraints are undermining many companies’ efforts. New management structures, roles, and divisions of labor can all be part of the solution. Brad Brown, Over the past 30 years, most companies entirely new businesses puts new demands David Court, and have added new C-level roles in response on companies—requiring not only new talent Paul Willmott to changing business environments. The and investments in information infrastructure CFO role, which didn’t exist at a majority of but also significant changes in mind-sets and companies in the mid-1980s, rose to promi- frontline training.2 It’s becoming apparent nence as pressures for value management that without extra executive horsepower, and more transparent investor relations stoking the momentum of data analytics gained traction.1 Adding a chief marketing will be difficult for many organizations. officer (CMO) became crucial as new channels and media raised the complexity of brand Because the new horizons available to 1 For more on the rise of the building and customer engagement. Chief companies typically span a wide range of CFO role, see Dirk Zorn, “Here a chief, there a chief: strategy officers (CSOs) joined top teams to functions, including marketing, risk, and The rise of the CFO in the American firm,” American help companies address increasingly complex operations, the C-suite can evolve in a variety Sociological Review, 2004, and fast-changing global markets. of ways. In some cases, the solution will be to Volume 69, Number 3, pp. 345–64. enhance the mandate of the chief information, 2 Dominic Barton and David Today, the power of data and analytics is marketing, strategy, or risk officer. -
Adobe Appoints Anil Chakravarthy As Executive Vice President and General Manager of Its Digital Experience Business
Public Relations Contact Stefan Offermann Adobe 408-536-4023 [email protected] Investor Relations Contact Mike Saviage Adobe 408-536-4416 [email protected] FOR IMMEDIATE RELEASE Adobe Appoints Anil Chakravarthy as Executive Vice President and General Manager of Its Digital Experience Business Accomplished Enterprise Executive to Lead Adobe’s Digital Experience Business SAN JOSE, Calif. — Jan. 7, 2020 — Adobe (Nasdaq:ADBE) today announced the appointment of Anil Chakravarthy as executive vice president and general manager, Digital Experience. In this role, Chakravarthy will lead Adobe’s Digital Experience business, reporting directly to Adobe president and CEO Shantanu Narayen. In the experience economy, every business must be a digital business and Adobe Experience Cloud is the global leader for powering digital businesses. With solutions for data and insights, content and personalization, customer journey management, commerce and advertising, Adobe Experience Cloud is driving Customer Experience Management (CXM) across both B2B and B2C for companies of every size. Adobe Experience Platform—the foundation of Adobe Experience Cloud—is the industry’s first purpose-built CXM platform, enabling personalized customer experiences in real-time at scale. By delivering generational technology platforms, launching innovative new services and introducing enhancements to its market- leading applications, Adobe Experience Cloud targets an addressable market that Adobe estimates to be approximately $84 billion by 2022. “We’re delighted to welcome Anil Chakravarthy -
Annual Report
ANNUAL REPORT R Federal Credit Union | Friends you can bank on. Equal Housing Lender Federally Insured by NCUA Letter from the Chairperson and President/CEO Members, milestones, growth and community are four key attributes that describe our success in 2016. With the continued support of you, our members, we were able expand into the Sunbury area. Our asset growth topped $300 million! We accomplished this while remaining focused on our core values, especially supporting community, as evident by the many events and activities we supported throughout the past year. Our membership increased 7.0% to more than 27,500 members in 2016. We welcomed nearly 4,000 new members to the Service 1st family. Our membership growth continues to outpace the average Dave Cutright, Chairperson of the Board 4.5% growth that credits unions were experiencing nationally in 2016. Bill Lavage, President/Chief Executive Officer Construction began in June 2016 to transform a former video store on North Fourth Street in Sunbury into our tenth office location. The office opened in October. It features an ATM, one-lane drive through, night depository, and state-of-the-art pod stations for credit union members to conduct transactions. The pod stations are a variation of the traditional teller line, offering a more personal experience for performing transactions. We’re enthusiastic about serving our existing members and welcoming new members in the Sunbury area. Service 1st continues to grow while maintaining a strong financial position. Our total assets surpassed $300 million; ending the year at $307 million. We are currently the 24th largest credit union in the state, which places us in the top 6.0% of the 415 credit unions in Pennsylvania. -
Sustain What? Preparing Our Students by Greening Our Campuses
10th Annual Conference Sustain What? Preparing our Students by Greening our Campuses November 8–9, 2013 Pace University 861 Bedford Road Pleasantville, NY, 10570 Pace Academy for Applied Environmental Studies About the Environmental Consortium The Environmental Consortium of Colleges & Universities was established in 2004 to advance our understanding of the cultural, social, political, economic and natural factors affecting the region. By promoting collaboration among its members, the Consortium works to provide ecosystem-based curricular and co-curricular programming aimed at improving the health of the regional ecosystem. The mission of the Environmental Consortium is to harness higher education’s intellectual and physical resources to advance regional, ecosystem-based environmental research, teaching, and learning with a special emphasis on the greater Hudson-Mohawk River watershed. Spearheaded and hosted by Pace University, the Consortium’s headquarters is situated within the Pace Academy for Applied Environmental Studies in Pleasantville, New York. Among Pace Academy’s stated goals is to externally apply the university’s strengths to local and global environmental problems. As a testament to its commitment to interdisciplinary pedagogy, scholarship and service, the Academy provides essential administrative support that grounds the Consortium’s programs. www.environmentalconsortium.org Photos William McGrath, Pace University's Senior Vice David Hales, President, Second Nature delivered President and Chief Administrative Officer the opening keynote and spoke about living welcomed attendees and discussed Pace's sustainably in the future climate. ambitious Master Plan. The Friday Plenary Panel, "Preparing our Campuses for an Uncertain Future" was moderated by Andrew C. Revkin, Senior Fellow for Environmental Understanding Pace University Academy for Applied Environmental Studies and Dot Earth Blogger for The New York Times.