We are excited to present the 2023 CUMA Conference, Energize and Reconnect with CUMA!
This is an incredible opportunity for Credit Union Managers to connect with suppliers and other organizations, learn from some of the industries leading experts, and network with other members of the community.
2023 CUMA Conference Presented by Calidon and Tradeshow Sponsored by CUMIS
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1:00 PM Registration & Tradeshow, sponsored by CUMIS
1:00 PM – 4:00 PM
Sheraton Cavalier Centre-East-West Rooms
The CUMA Annual Tradeshow presented by CUMIS provides a unique platform for suppliers to showcase their organizations. As Credit Union Managers, grab your registration package and mingle with the 2023 suppliers.
PRIZE OPPORTUNITY! Meet, greet and chat with a minimum of 20 suppliers for your chance to win. Check out the tag on your name tag for contest details and rules.
We want to hear about your CUMA experience. Tag us on Twitter @sask_cuma!
About the Sponsor
CUMIS creates financial security for Canadians and promotes the growth and success of credit unions and caisses populaires in Canada. By partnering with CUMIS, credit unions can offer their members insurance and insurance-based wealth management solutions. CUMIS is owned by Co-operators Life Insurance Company and Central 1 Credit Union. For more information visit cumis.com.
4:00 PM CUMA Annual General Meeting, presented by Aviso Wealth
4:10 PM – 5:30 PM
Sheraton Cavalier Top of the Inn
For all details and documents surrounding the AGM, please click here.
About the Sponsor
Aviso Wealth is a national, integrated financial services company serving the wealth management needs of virtually all of Canada’s credit unions as well as a range of independent financial organizations. We provide comprehensive services and solutions that empower Canadians to achieve financial well-being, and allow our partners to offer an outstanding wealth management experience to their members and clients. For more information, visit aviso.ca.
7:00 PM ASAPP Hospitality Suite
7:00 PM – 10:00 PM
Sheraton Cavalier, Top of the Inn
Join ASAPP OXP™ at the Top of the Inn for an evening of socializing, networking and some fun!
About the Sponsor:
ASAPP OXP™ software enhances usability and engagement with your brand, while improving your internal processes so your team can make the most of every day. See for yourself how the ASAPP platform can transform your business.
2023 CUMA Conference Presented by Calidon with Nametag Sponsored by National Consulting Limited
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8:00 AM Hot Breakfast, sponsored by NewGround
8:00 AM – 9:00 AM
Sheraton Cavalier Centre-East-West Rooms
Kick-start your morning with the Sheraton’s Scarlet Breakfast: Sliced Fresh Fruit, Mini Breakfast Pastries, Yogurt Parfait Bar, Farm Fresh Scrambled Eggs, Cubed Hashbrowns, Maple Pork Breakfast Sausage, Crispy Bacon, Assorted Chilled Juices and Freshly Brewed Starbucks Coffee and Decaffeinated Coffee and Tazo Tea’s
About the Sponsor
NewGround is the industry leader in planning, designing, and building branded spaces for financial institutions, organizations, and retailers. With over 100 years of experience and over 15,000 projects completed, we align brand, place, and culture in branded spaces across North America. For more information, visit newground.com.
9:00 AM Welcome & Introductions
9:00 AM – 9:15 AM
Sheraton Cavalier Centre-East-West Rooms
Presenting Sponsor
Calidon Financial Services Inc. is proud to partner with Saskatchewan Credit Unions in funding portfolios of small to mid-ticket agricultural and commercial leases. In the last 10 years, over $740 million have been securitized with Saskatchewan Credit Unions with profits of over $80 million staying in the province. Saskatchewan Credit Unions are also utilizing Calidon Equipment Leasing as their partner in supplying leases to their members. For more information, visit calidon.ca
Nametag Sponsor
National Consulting Limited was formed through the collaborative efforts of 26 Saskatchewan credit unions. We are an organization that prides ourselves on providing operational support and solutions to credit unions nationally. Whether you are in Saskatchewan or any other part of Canada, we are here to support you! Credit unions rely on us now and can continue to into the future. For more information, visit nationalconsultinglimited.com.
9:15 AM Morning Keynote with Michael Kerr, sponsored by MNP
9:15 AM – 10:45 AM
Sheraton Cavalier Centre-East-West Rooms
Michael Kerr is an international Hall of Fame speaker who travels the world researching, writing, and speaking about inspiring leaders, inspiring workplace cultures, and businesses that leverage their humour resources to drive outrageous results.
Michael’s Inspiring Workplaces blog has been recognized as one of the top-75 workplace blogs in the world. He is also the author of seven books, including, Hire, Inspire and Fuel Their Fire and The Humor Advantage – Why Some Businesses Are Laughing All the Way to the Bank.
Amid plenty of laughter, Michael will share inspiring, relevant ideas on how to lead with laughter, inspire and engage employees, and create a service-first Credit Union culture that ROCKS!
About the Sponsor
National in scope and local in focus, MNP is one of Canada’s leading professional services firms — proudly serving individuals, businesses, and organizations since 1958. Through the development of strong relationships, we provide client-focused accounting, consulting, tax, and digital services. Our clients benefit from personalized strategies with a local perspective to fuel success at every stage. For more information, visit MNP.ca.
10:45 AM Health Break
10:45 AM – 11:00 AM
Sheraton Cavalier Centre-East-West Rooms
This morning’s health break is a time to relax, enjoy a short meal, sip a good cup of coffee, and enjoy some conversations and networking!
Did you know…
Coffee Inspires Invention: The world’s first webcam was created in the early ’90s. Its sole purpose? To check if the coffee pot was full. Scientists at Cambridge University got tired of walking all the way to the coffee pot only to find it empty, so they set up a camera to track it.
11:00 AM Breakout Sessions
11:00 AM – 12:00 PM | Sheraton South
It is no secret that organized crime considers social media channels as treasure troves, rich with the sensitive personal data of unwitting users and connected acquaintances. Lack of end-user security and privacy savvy continues to enable the theft of personal data that is then sold on illegal markets, leveraged to enhance social engineering attacks, and exploited to incur identity fraud. In this session, we review recommended social media settings to help mitigate the ongoing threat of identity theft.
Topics will include:
Facilitator:
Barry Bundus has over 25 years of fraud management experience and in his role with National Consulting Limited provides credit unions with guidance and training to reduce reputation risk and fraud loss. Barry is a member of the International Association of Financial Crimes Investigators (IAFCI), National Risk Management Committee (NRMC), and Credit Union Office of Crime Prevention and Investigation (CUOCPI).
11:00 AM – 12:00 PM | Sheraton Cavalier Centre-East-West Rooms
The Prohibition on the Purchase of Residential Property by Non-Canadians Act and accompanying Regulations came into force on January 1, 2023, as part of the Government of Canada’s strategy to make housing more affordable for Canadians. The most recent amendments came into force on March 27, 2023. This presentation will review the legislation with a view to how it may impact credit unions.
Facilitator:
Lindsay Oliver at OLIVE WALLER ZINKHAN & WALLER LLP. She obtained her Juris Doctor (Law) Degree from the University of Saskatchewan in 2010 and joined Olive Waller Zinkhan & Waller LLP as an articling student that same year. Lindsay practices with the firm’s credit union and debtor/creditor law group. She also practices law in areas related to real estate, wills and estate, and insurance defence litigation. Lindsay has appeared in all levels of court in Saskatchewan as part of her litigation practice.
Lindsay has lectured at various Canadian Bar Association Mid-Winter Meetings and has facilitated numerous course for credit union employees. Courses include Estate Administration Law for Credit Unions, and Commercial Lending Law for Credit Unions. Lindsay is a past president of the Regina Bar Association and currently a member of the Canadian Regina Bar Association. She is also a. volunteer with Public Legal Education Association (PLEA).
12:00 PM Lunch, sponsored by Design Smart Security
12:00 PM – 1:00 PM
Sheraton Cavalier Centre-East-West Rooms
Refuel with the Sheraton’s Mediterranean Lunch: Lemon Chicken Orzo Soup, Greek Village Salad, Traditional Hummus & Tzatziki Dip, Lemon Oven Roasted Potatoes, Char-Grilled Vegetables Harissa “K-Cut” Chicken, Salmon Meuniere, Themed Desserts, and Freshly Brewed Starbucks Coffee and Decaffeinated Coffee and Tazo Tea’s.
About the Sponsor
We come alongside you to aid in your commercial, industrial, and smart home security needs. Design Smart Security Solutions combines convenience with the reassurance of safety and security. Stay connected to your family, home, and business by using the latest technologies. For more information, visit designsmartsecurity.com.
1:00 PM Activity with Saskatchewan Young Leaders
12:00 PM – 1:00 PM
Sheraton Cavalier Centre-East-West Rooms
Description of activity to come.
About Saskatchewan Young Leaders
The Saskatchewan Young Leaders program is a group of young system leaders working together to empower youth to grow and prosper in and for the Credit Union system—through attraction, retention and development.
An SYL Community Member is a young employee in the Credit Union system that is looking to enhance their leadership skills. The SYL Community Membership is open to all Credit Union employees who are 40 years and younger. An SYL Community Member is passionate about strengthening the Credit Union system through new connections and skills. The SYL Community will provide members with opportunities to learn new leadership skills and demonstrate how those skills can be applied.
For more information, visit skyoungleaders.com.
2:15 PM Health Break, sponsored by the Sheraton Cavalier
2:15 PM – 2:30 PM
Sheraton Cavalier Centre-East-West Rooms
This afternoon’s health break is a time to relax, enjoy a short meal, sip a good cup of coffee, and enjoy some conversations and networking!
About the Sponsor
Ideally situated downtown overlooking the stunning South Saskatchewan River. Walking and bike paths to enjoy across the street, explore the nearby stores, and support local dining that downtown has to offer. We have a variety of restaurants in our hotel, Scarlet Craft Kitchen, Carvers Steakhouse & Lounge, Express Stop Grab & Go – feel like breakfast in bed….we got you covered with Room Service. Spend some family time at RiverCountry Waterpark, a twisting and turning adventure.
2:30 PM Afternoon Keynote with Michelle Cederberg
2:30 PM – 4:15 PM
Sheraton Cavalier Centre-East-West Rooms
For over 15 years, Certified Speaking Professional Michelle Cederberg has captivated audiences across North America with her empowering and humorous messages about how to set worthwhile goals, get energized for success, and live a Carpe Freakin’ Diem life.
An in-demand speaker, author, coach and consultant, she believes that personal and professional success is directly influenced by how well we harness the physical, mental and emotional capacity we each have within us. She helps people boost that capacity, so they gain clarity, build confidence, and create the discipline to do the freakin’ work.
She holds a Masters in Kinesiology, a BA in Psychology, a specialization in Health and Exercise Psychology, is a Certified Exercise Physiologist, a Certified Professional Co-Active Life Coach, and an ORSC-Trained Team Coach. She truly combines mind, body and practicality to empower change.
4:15 PM Closing Remarks
4:15 PM – 4:30 PM
Sheraton Cavalier Centre-East-West Rooms
And that’s a wrap folks! See you this evening beginning at 5:45 pm!
5:45 PM Evening Cocktails
5:45 PM – 6:30 PM
Sheraton Cavalier Centre-East-West Rooms
6:30 PM Banquet & 25 Year Awards
4:15 PM – 4:30 PM
Sheraton Cavalier Centre-East-West Rooms
Enjoy one of the Sheraton’s plated dinners as we honour our 2023 long term service award recipients!
Freshly Baked Rolls with Whipped Butter, Kale & Romaine Salad, Canadian Beef Tenderloin Fillet, Vanilla Crème Brûlée, and of course some. wine.
About the Evening Sponsors
25 Year Service Award Sponsor
Offering legal counsel is about solving your problems and helping you achieve your objectives quickly and efficiently. At OWZW, we practise smart, results-oriented law in a wide range of practice areas. We focus on your objectives, providing efficient solutions rather than ineffective theories. For more information, visit owzw.com.
Wine Sponsor
Leland Kimpinski LLP is a select team of lawyers and staff offering a wide range of services to meet your legal needs. We are committed to providing you top-tier legal service. Our collective experience enables us to assist with complex legal matters as well as everyday concerns. Our experienced lawyers and staff assist in finding innovative and practical solutions. To learn more about, or contact one of our lawyers, please click on the individual profile. For more information, visit lelandlaw.ca.
Dessert Sponsor
The Credit Union Executives Society® was founded in 1962 on the firmly held principle of “cooperation among cooperatives” not only for credit unions but also for CU managers. Since our start, we’ve grown into an organization dedicated to providing credit union professionals, directors and suppliers the resources they need to reach their greatest potential. Our passion is being the trusted, single source for our members’ professional development needs. For more information, visit cues.org.
8:30 PM Evening Entertainment
Evening Entertainment
8:30 PM | Sheraton Cavalier Centre-East-West Rooms
Kris Klyne is a singer, guitar player and songwriter from Saskatoon! Country, rock, pop, grunge, metal and all styles in between, we think you’ll love his songs tonight! Solo and backing tracks giving a full band sound for a single man profile. Also known as the frontman for hard rock band Firing At The Sky and former award-winning metal band Morally Sound, Kris’s solo music takes a departure from his edgy sound to a lighter pop/rock/country approach.
Introduce Magic Ben to the stage. Magic Ben has performed all across Canada. He has performed magic for the premier of Quebec, he has opened for Nazareth and this week was on Canada’s Got Talent!! He will get up close and personal with you.
Did you know Magic Ben appeared on Canada’s Got Talent on March 28? See his act here.
Presenting Sponsor
Calidon Financial Services Inc. is proud to partner with Saskatchewan Credit Unions in funding portfolios of small to mid-ticket agricultural and commercial leases. In the last 10 years, over $740 million have been securitized with Saskatchewan Credit Unions with profits of over $80 million staying in the province. Saskatchewan Credit Unions are also utilizing Calidon Equipment Leasing as their partner in supplying leases to their members. For more information, visit calidon.ca
Speaker Sponsor
National in scope and local in focus, MNP is one of Canada’s leading professional services firms — proudly serving individuals, businesses, and organizations since 1958. Through the development of strong relationships, we provide client-focused accounting, consulting, tax, and digital services. Our clients benefit from personalized strategies with a local perspective to fuel success at every stage. For more information, visit MNP.ca.
Hospitality Suite Sponsor
ASAPP Financial Technology Inc. and the ASAPP OXP™ | Omnichannel Experience Platform weren’t born overnight. They’re the result of two decades of experience working with credit unions across Canada. Our company was originally founded in March 2001 as Lucidia, a pure-play web development shop in Sault Ste. Marie. Over the years, we grew to become Northern Ontario’s largest full-service, results-driven marketing agency, and in 2010 we opened a second office in Toronto. For more information, visit asappbanking.com
Event Sponsor
Aviso Wealth is a national, integrated financial services company serving the wealth management needs of virtually all of Canada’s credit unions as well as a range of independent financial organizations. We provide comprehensive services and solutions that empower Canadians to achieve financial well-being, and allow our partners to offer an outstanding wealth management experience to their members and clients. For more information, visit aviso.ca.
The Credit Union Executives Society® was founded in 1962 on the firmly held principle of “cooperation among cooperatives” not only for credit unions but also for CU managers. Since our start, we’ve grown into an organization dedicated to providing credit union professionals, directors and suppliers the resources they need to reach their greatest potential. Our passion is being the trusted, single source for our members’ professional development needs. For more information, visit cues.org.
CUMIS creates financial security for Canadians and promotes the growth and success of credit unions and caisses populaires in Canada. By partnering with CUMIS, credit unions can offer their members insurance and insurance-based wealth management solutions. CUMIS is owned by Co-operators Life Insurance Company and Central 1 Credit Union. For more information visit cumis.com.
We come alongside you to aid in your commercial, industrial, and smart home security needs. Design Smart Security Solutions combines convenience with the reassurance of safety and security. Stay connected to your family, home, and business by using the latest technologies. For more information, visit designsmartsecurity.com.
Leland Kimpinski LLPis a select team of lawyers and staff offering a wide range of services to meet your legal needs. We are committed to providing you top-tier legal service. Our collective experience enables us to assist with complex legal matters as well as everyday concerns. Our experienced lawyers and staff assist in finding innovative and practical solutions. To learn more about, or contact one of our lawyers, please click on the individual profile. For more information, visit lelandlaw.ca.
National Consulting Limited was formed through the collaborative efforts of 26 Saskatchewan credit unions. We are an organization that prides ourselves on providing operational support and solutions to credit unions nationally. Whether you are in Saskatchewan or any other part of Canada, we are here to support you! Credit unions rely on us now and can continue to into the future. For more information, visit nationalconsultinglimited.com.
NewGround is the industry leader in planning, designing, and building branded spaces for financial institutions, organizations, and retailers. With over 100 years of experience and over 15,000 projects completed, we align brand, place, and culture in branded spaces across North America. For more information, visit newground.com.
Offering legal counsel is about solving your problems and helping you achieve your objectives quickly and efficiently. At OWZW, we practise smart, results-oriented law in a wide range of practice areas. We focus on your objectives, providing efficient solutions rather than ineffective theories. For more information, visit owzw.com.
With offices in Regina, Saskatoon, and Estevan, Virtus Group provides professional accounting and business advisory services. Our team includes charter professional accountant (CPA), chartered business valuators, certified financial planners, a chartered merger and acquisition professional, and industry experts, like Agriculture, Energy and Automotive. We help entrepreneurs by truly understanding your unique needs and applying our expertise in time, strategic, and practical ways. For more information, visit virtusgroup.ca.
Partner Sponsor
Studying and understanding the workplace is who we are. We tailor unique solutions to our clients in order to maximize their return on investment. We can help you create a strategic plan for an inspired workplace that you, your employees and your customers will love. We pride ourselves in maintaining highly trained professional service and installation personnel, and are capable of arranging complete office relocations as well as workplace reconfigurations for any business – large or small. For more information, visit busfurn.com.
This year, visit the CUMA Tradeshow for your chance to win some fun prizes!
Contest rules apply, please be sure to read your Tradeshow Passport for all the details.
Thursday, March 30, 2023
Saskatoon, SK
Agenda
To view or download the 2023 Annual General Meeting agenda, click here.
Audited Financial Statements
To view or download the audit financial statements, click here.
Meeting Minutes from 2022 AGM
To view or download the minutes from the 2022 Annual General Meeting, click here.
CUMA Constitution Proposed Revision
To view or download the CUMA Constitution’s proposed revisions, click here.
And a first this year! We have 2 credit union managers with 50 years of service.
25 Year
Angela Reiter, Luseland Credit Union
Angela’s credit union journey started out preparing bank statements one day a week. As time went on Angela went from: one day, to part-time, to full-time, and from folding statements to frontline Member Services. Next Angela ventured into Consumer, Agricultural & Commercial Lending, and a member of the DNA Banking System Conversion Team.
Angela has recently moved into her new role as Marketing Coordinator. This role has allowed Angela to use her creative abilities to showcase why Luseland Credit Union is truly unique. LCU is her family and she’s excited to see what the future looks like!
Karen Diebel, Affinity Credit Union
Karen started her career with Langham Credit Union 1998. In 2000 an opportunity came up at Prairie Diamond Credit Union so Karen’s family moved back to her hometown of Davidson. Karen’s current role is with Affinity Credit Union where she is the Advice Centre Team Lead in Davidson and Kenaston. Throughout her career Karen has held several positions from SSR, Consumer Lender, to Branch Manager.
Being Member focused has always been a main priority for Karen and she feels very fortunate to work in such a great system as the values align with her own.
Glenda Smith, Foam Lake Credit Union
Glenda began her career at the Foam Lake Credit Union as a Member Service Representative in 1998. In 2010, Glenda moved into a Senior MSR position, in 2015 as the needs of the credit union system evolved in the compliance direction Glenda began the role as a Compliance Support Representative.
In 2018, Glenda accepted her current role as Manager, Compliance & Technology.
Lisa Taylor, Affinity Credit Union
Lisa’s career in the credit union system started in 1998 at Stoughton Credit Union in the Kisbey Branch. In 1999, Lisa moved to Saskatoon and started working with Saskatoon Credit Union, now Affinity Credit Union. She has held various positions within the credit union system from a Teller to her current role as Advice Centre Manager.
Over the years Lisa has learnt many things and has been given the opportunity to grow and develop her career. However, Lisa has indicated the most rewarding part of the last 25 years has been the people she has met along her journey. Lisa feels very privileged to work in the credit union system.
Verlyn Doetzel, Prairie Centre Credit Union
Verlyn originally started in the credit union system in 1989 at Rosetown & District Credit Union. In 1997, Verlyn resigned to spend extra time with her young family. On April 6, 1998, she was re-hired at Prairie Centre Credit Union as a part-time Executive Assistant.
In January 2000, Verlyn accepted the Human Resource Officer position and remained in Human Resources until May of 2020 when she assumed the Credit Analyst position and provided coverage in the Dealer Finance division.
Jason Bender, Conexus Credit Union
Jason began his career with Moosomin Credit Union as a Loans Officer which progressed to Ag Lending, then Commercial Account Management. When Moosomin Credit Union merged with Conexus Jason moved into Branch Manager for Moosomin and Wawota Branches, eventually adding Rocanville. Next Jason had the opportunity to progress further into a Regional Vice President position with Conexus originally leading the branch leaders of the South East branch locations, and eventually expanding to include all South branches of Conexus (outside of Regina).
As an avid community volunteer, the credit union values and purpose to serve members and communities are a strong personal connection for Jason. He has thoroughly enjoyed his time and the opportunity to support his members, communities, and development of employees in leadership roles in the credit union system!
Jackie Davis, Thrive Wealth Management – Conexus Credit Union
Jackie started at Sherwood Credit Union as a front-line Teller and then progressed to the Full-Service Area, then she moved to the Wealth Management Area. Jackie was on the Merger Team – for Sherwood, Moose Jaw and Assiniboia and once completed she transitioned back into the Wealth Area. Upon successful completion of the Branch Compliance Managers course Jackie started completing compliance duties for the branch, then all of Conexus, and the rest is history. Jackie is still in this field of work leading a team responsible for the compliance requirements of Thrive Wealth Management.
Jackie finds it hard to believe that she’s been with the Credit Union for 25 years – she has seen lots of change and has met many people, each of whom helped her to grow into the leader that she is today.
Brandie Appel, Innovation Credit Union
Brandie’s journey within the credit union system began with Prairie Centre Credit Union. From there she moved to Eston as an Ag/Commercial Lender followed by a move to Beechy as the Branch Manager. Next Brandie relocated to Rosetown as the Deposit Services Manager.
In 2015 Brandie began a new adventure with Innovation Credit Union, relocating to Swift Current where she managed their Call Centre followed by a role as the Vice President Member Advisors and more recently the Sales & Advisory Coach. (with the odd secondment) .
What Brandie values the most is the opportunities she has been given to truly make a difference, and the family and community she has gained along the way. The credit union system has been so much more than a career to her family, and for that Brandie is very grateful.
Tracy Williamson, LaFleche Credit Union
Tracy has had a great career with the credit union system starting as a summer student at Muenster Credit Union. She then accepted a full-time position with Melville Credit Union as a Management Trainee. Next Tracy moved to Leroy Credit Union as a Lending Officer II and then became the Lending Manager. In 2006, Tracy headed south to Lafleche Credit Union as Branch Manager in Glentworth, and then Manager of Lending & Branch Services in May 2008. In April 2019, Tracy accepted her current role as General Manager.
Over the years Tracy has enjoyed many credit union events including CUMA Conventions, slow-pitch & curling Tournaments and being a part of the Sask Agri Events Committee.
Holly Matias, Turtleford Credit Union
Holly had the benefit of starting as a Floater, a great position to learn every department! Over time the call of family brought Holly back to Alberta, where she had the pleasure of transferring to Synergy Credit Union and made many fond memories where people and technology came first. All that learning pushed her to take on new things and try new opportunities. This led to Holly’s newest chapter at Turtleford Credit Union Limited. Returning to a small branch, member orientated, and lots of learning.
Holly’s journey has been amazing with the credit union. Her advice is to enjoy the moments, do what you love and with the right team – and know it is okay to move on with the skills provided to something new. Holly is thankful for her journey and hopes it will continue for at least a few more years, as she’s still having fun.
Darin McNabb, Prairie Pride Credit Union
Darin started his credit union journey in June 1998 at Estevan Credit Union after graduating from Financial Services at SIAST Palliser Campus. Along the way he has worked at Cypress Credit Union and Spectra Credit Union eventually joining Prairie Pride Credit Union in May 2006.
Darin currently holds the role of Manager of Lending at Prairie Pride Credit Union and is actively involved in the communities they serve. Darin has also given back to the system as a CUMA executive from 2013-2015.
Brenda Yanke, Churchbridge Credit Union
Brenda started her career with the Churchbridge Credit Union as a casual MSR, moved into a full-time Accounting roll, then progressed from Deposit & Compliance Supervisor to Wealth and Compliance Manager.
One of Brenda’s favorite memories is when Churchbridge converted to DNA and Brenda was on the Conversion Team. There was talk that the conversion team were going to have to reinput all their members bill payment information, luckily there ended up being a solution and they did not have the daunting task to complete.
Brenda has indicated time has flown by and she cannot believe she has hit the milestone of 25 years. Brenda plans to continue her career with the Churchbridge Credit Union, but she does see retirement in sight.
Marcia Greenwood, Affinity Credit Union
Ever since her teenage years Marcia always wanted to work at a credit union. She started on the front-line as a Teller and then progressed through many positions including Investment Specialist, Consumer, Ag & Commercial Account Manager, to Business Advisor.
Around 2004 Marcia hosted a Credit Union Manageress from Sri Lanka as part of CDF’s Women’s Mentorship Program. This was an excellent experience for her and her family that led Marcia to 3 separate trips to Ghana West Africa volunteering with CDF.
Marcia has been on many committees over the years that helped spotlight the credit union experience in small town Saskatchewan. Marcia has always been a “credit union girl” and she looks forward to this continuing.
Tana Torkelson, Weyburn Credit Union
Tana is responsible for delivering a consistent and professional yet welcoming brand experience. All things purple and marketing, including member communications, donations and sponsorships and public relations, falls to her. She finds helping the credit union have a meaningful and positive impact in people’s lives so rewarding; supporting the WCU Community Fund is by far her favorite way she can do just that.
Tana began her credit union career in 1998 with a Business diploma specializing in Financial Services. She has experience in several credit unions and different areas. Tana started in her current role with Weyburn Credit Union in 2015. When she began, she was tasked with developing a new brand for WCU and introduced the purple spark logomark and has been integral in brand development since then. In fact, Tana has led the team to win eight national AIME awards for their work in branding and marketing. The Achievements in Marketing Excellence (AIME) Awards showcase the most impressive, effective, and creative marketing and communications campaigns seen in the Canadian credit union system.
Glen Cunningham, Affinity Credit Union
Glen’s credit union career started as a Teller at the Prince Albert Credit Union. After six months he made the move to Teleservice in a Clerk position, then became a Loans Officer and held that position for a few years before accepting a supervisor position. During this time, Glen began working on his FCUIC. When Prince Albert Credit Union merged with Sherwood and Moose Jaw Credit Unions to form Conexus in 2005, Glen assumed a Manager of Financial Services role.
In 2007, Glen’s family relocated to Regina, and he completed his ACUIC while working in Teleservice before moving in that role to a branch location. Glen’s career with Affinity Credit Union started in 2018 when he accepted his current role as Manager of Advisory Services. Glen is still eagerly filling that role today and he loves working with his colleagues at the Davidson, Kenaston, Milestone, Minton, and Rochdale locations.
30 Year
Karilyn Thiessen, Prairie Centre Credit Union
Maureen Nieth, Accent Credit Union
Tara Kaip, Weyburn Credit Union
Gord Thiel, Synergy Credit Union
Bev Brooks, Prairie Centre Credit Union
Juliette Zwarych, Cornerstone Credit Union
Brad Appel, Innovation Credit Union
Theressa Olson, Cornerstone Credit Union
Kathleen Olsson, Cornerstone Credit Union
Jeff Friesen, Conexus Credit Union
Tim Proseilo, Conexus Credit Union
35 Year
Scott Smith, Unity Credit Union
Darren Frisco, Raymore Credit Union
Guy Martin, Accent Credit Union
Roxanne Wiles, Radius Credit Union
Greg Moffat, Affinity Credit Union
Darren Doepker, Synergy Credit Union
Damon Syrota, Cornerstone Credit Union
Sheri Hanson, Cornerstone Credit Union
40 Year
Gerald Hauta, Unity Credit Union
Ann Favreau, Radius Credit Union
45 Year
Jayne MacDiarmid, Synergy Credit Union
Chandra Preece, North Valley Credit Union
50 Year
Lynette Houston, Radius Credit Union
Lynnette’s time with the credit union system began at Lancer CU where she worked for the summer in the unpaid Teller Trainee position. Lynnette’s career in various roles took her throughout the provinces of Saskatchewan and Alberta – from Sherwood CU, Saskatoon CU, Parkland Savings and CU, Alberta CU Central , Medicine Hat CU & SaskCentral. Joining Earl Grey CU in 1996 to take on the position of General Manager. She is now in the final chapter of her credit union career as Business Development Manager and working as the Branch Transition Lead with the merger of Earl Grey CU and Radius CU.
With a career spanning five decades, Lynnette has witnessed first-hand the evolution of the financial services industry, from manual ledgers to today’s digital banking. Lynnette feels her life has been truly enriched over the span of her career by her “work family” and looks forward to watching credit unions transition into the future.
Roy Spence, North Valley Credit Union
Roy’s credit union career began at Pioneer CU in Swift Current as a “Manager Trainee” and progressed to Head Teller and Loans Officer Trainee. Outlook CU was next as an Agricultural Loan Officer, Assistant Loans Manager and Loans Manager. Then Loans Manager at Eston CU. Following that, Roy became a Contract Manager with SaskCentral and managed the Marcelin, Prudhomme and Esterhazy Credit Unions. Once completed, Roy was hired as the General Manager for Esterhazy CU where he engineered the merger between the Esterhazy and Stockholm Credit Unions in 1998 to form North Valley CU. Thereafter he oversaw the purchase of the Bank of Montreal branch in Esterhazy under “Project Kanata” in 2000.
Roy served as a CUMA Director and was the driving force behind the credit union’s increased wealth management movement and their move to Investia. Roy also took the initiative to create Prairie West Compliance Services Inc. to provide AML services to credit unions in Saskatchewan and Manitoba.
Recently Roy was very proud to sit on the inaugural Board of Directors of National Consulting Ltd. to create a new co-op entity in Saskatchewan. It has been a long and winding road that will soon lead to retirement.
