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MNP Credit Unions Executive Invitational Series

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MNP’s Executive Invitational Series for Credit Union Leaders is inspired by the spirit of collaboration and innovation that thrives in this future-focused industry. This exclusive, invite-only session offers peer-to-peer networking between executive leaders and will focus on challenges faced by credit unions, driving best practice collaboration around transformation and technology, finance, and human resources. Experts from our MNP Digital, Risk, and Consulting teams will offer thought-provoking information on a variety of critical topics. These leaders are sought-after for their ability to engage executive audiences on a wide array of critical topics in the credit union space.

Each session will start with MNP’s experts setting the stage, 15 minutes Q&A for speakers, followed by 30 minutes of ideation, problem-solving and peer-to-peer engagement.  

This exclusive event is by invitation only and is limited to a maximum of two executive leaders from each Credit Union invited, with preference given to CEO’s, COO’s or those executives responsible for strategy, transformation, and innovation.

Register now

Date: Wednesday, October 18, 2023

Time: 9:30 a.m. – 9:00 p.m.

Location: 1 Adelaide St E Suite 1900
Toronto ON M5C2V9

Start time
End time
Session description
9:30 am 10:00 am Registration  
10:00 am 10:05 am Welcome & Keynote Introductions Annette 
10:05 am 10:50 am Opening Keynote Session: Competing Against Giants – The Opportunities and Risks of a Rapidly Changing Financial Services Game
Eric Dillon, General Bank of Canada
10:50 am 11:20 am Q&A Session, Conversation and Collaboration  
11:20 am 11:30 am Break  
11:30 am 12:00 pm Session #1: Chat GPT for financial institutions: Opportunities and Risks Geoff Marsh
12:00 pm 12:15 pm Q&A Session  
12:15 pm 1:15 am Networking Lunch Table discussions
1:15 pm 1:45 pm Session #2: A Strategic Lens to Building Scale
Steve Luckie & Jovette Morin
1:45 pm 2:00 pm Q&A Session  
2:00 pm 2:30 pm Conversation & Collaboration Table discussions 
2:30 pm 3:00 pm Session #3: Balancing Risk, Efficiencies and Growth  Denise Gigova, David Liu, Catharine Dutt
3:00 pm 3:15 pm  Q&A Session  
3:15 pm 3:45 pm Conversation & Collaboration  Table discussions 
3:45 pm 4:00 pm Break  
4:00 pm 5:30 pm FinTech Pitch Session (wealth, lending, advice etc.) and networking with participants Moderator: Annette
 Evening Social: Reception & Dinner at Terroni
Adelaide57 Adelaide St E, Toronto, ON M5C 1K6
6:30 pm 7:30 pm

Welcome Reception 

7:30 pm 9:00 pm

Plated Dinner 


Hotel Recommendations

  • Sheraton Centre
  • The Hilton

Session Descriptions

Keynote: Competing Against Giants – The Opportunities and Risks of a Rapidly Changing Financial Services Game

Speaker: Eric Dillon, President General Bank of Canada

There has never been a time of greater opportunity and risk for smaller financial institutions in Canada. In this session, Eric will unpack the challenges and opportunities faced by any financial institution around innovation and growth. Reflecting from a bank perspective, this insightful session will share what the focus of General Bank of Canada has been, as their staggering growth continues. Having spent most of his career within the credit union ecosystem, Eric will share his perspective on emerging challenges and opportunities for credit unions, marrying new perspectives of leading a Schedule 1 Bank with legacy knowledge and understanding of credit unions.

Session 1: Chat GPT for Financial Institutions: Opportunities and Risks

Speaker: Geoff Marsh

Chat GPT has the potential to transform member experience for any financial institution, helping streamline yet personalize many aspects of the interaction. Combine this with the potential for risk management and enhanced security, this powerful tool is being explored by many. One must, however, consider both the opportunities and the risks associated with using AI in new ways. In this session, we will explore the opportunities and risks, and how financial institutions and other professional service providers are responding to this opportunity.

Session 2: A Strategic Lens to Building Scale

Speakers: Steve Luckie, Jovette Morin

Join us for an engaging session that delves into the powerful synergy between strategic thinking, scalability, and the concept of transformative purpose. During this session, we will explore how organizations can achieve exponential growth by aligning their strategies with a higher purpose that drives innovation and impact.

Session 3: Balancing Risk, Efficiencies and Growth 

Speakers: Denise Gigova / David Liu / Catharine Dutt

Credit union CEO’s and executives have the mindset that growth is the path to sustainability long-term. While this statement is undoubtedly true, legacy processes and technology architecture can get in the way of achieving growth, if you don’t identify and resolve underlying issues preventing operational efficiencies. Creating a path forward for your team to achieve its goals requires reflection and prioritization while managing risks associated with transformation. This session will provide insight into decisions faced balancing growth and efficiencies and delves into the strategies and methodologies required to effectively manage risks throughout a transformational journey.

Fintech Pitch Session: Shifting mindsets to fast-track innovation

Credit Unions are no strangers to innovation and being agile in the way they think and serve members. While this is embedded in your DNA, as the pace of change accelerates it becomes important to capitalize on opportunities that may shift your mindset from build, to buy or partner. 

Fintech entrants in Canada and globally are numerous yet finding parties that provide a solution to your specific business problem or need can be a challenge. In some cases, the solution looks great cosmetically, but it becomes quickly evident that it’s not market-ready, or the company isn’t yet prepared for the regulatory risk environment that credit unions operate in. In other cases, everything aligns, but identifying the right partner is too heavy of a lift, and the status quo ensues.

This session will bring in up to five Fintechs that have ‘ready to partner’ innovative solutions in lending, wealth, or advice that will pitch to participants. Prior to the session, participants will vote on the short-list of Fintechs to participate and the successful Fintechs will be invited to attend and share their value proposition with participants. Fintechs will have an opportunity to provide a pitch deck (or video) in advance and be given seven minutes to articulate key messaging followed by a quick five-minute Q&A.

Following the session, Fintechs will be invited to network with participants as an additional opportunity for dialogue.

Fintech participants: To be announced

Moderator: Annette Bester