We are always interested in expanding our national faculty. If you or someone you know are interested in becoming a Cusource Professional Development and Education faculty member, please contact firstname.lastname@example.org and cite “Faculty Interest” in the subject line.
Principal, Andres Consulting Inc.
Kim Andres is a trusted advisor to Canadian credit unions and has expert-level knowledge in corporate governance, strategic planning and management, mergers and acquisitions, enterprise risk management and operational effectiveness.
Kim is the managing partner of Andres Consulting Inc., a boutique agency that is dedicated to working with Canadian credit unions to find solutions for success and driving value for each credit union and its members. Kim is also a partner with US-based Bank Solutions Group and provides leadership to the group’s international credit union operations.
Her 30+ year credit union history includes experience as the chief executive of a multi-branch credit union, senior vice-president of a regional central credit union, and the executive leader of both a national and an international consulting practice. With her knowledge, Kim has developed and implemented practical and cost-effective solutions for her client credit unions. In 2003, Kim began facilitating programs for knowledge network, and has authored and served as subject-matter expert for several advanced-level Credit Union Director Achievement (CUDA) Program courses.
Kim’s hands-on experience is complemented by strong academic accomplishments. She holds a Masters of Business (MBA) degree from Queen’s University and attended the Advanced Leadership Institute at Harvard University. Kim is a Fellow with the Credit Union Institute of Canada (FCUIC), a Certified Management Consultant (CMC), and a Certified Corporate Director (ICD.D), and a Certified Enterprise Risk Management Expert (CUERME).
Associate, MDA Training
Laura is an Associate with MDA Training. An experienced facilitator, Laura has over 30 years of financial services and small business ownership experience that allows her to provide specialized training in the areas of: personal lending, small business lending, and agricultural lending
Laura previously owned and managed a small business with her husband for over 27 years. She has held many positions within financial services and has acted as the subject matter expert for the design and development of business and agricultural lending courses.
Consultant, Empowered Training Solutions
Lynn is a dynamic, independent consultant who offers training in all areas of Wealth Management. As a passionate facilitator and a dedicated system expert, Lynn empowers credit union staff with the skill-sets that improve their competitiveness and overall success. She also is a respected, sought after facilitator both nationally and internationally.
Lynn’s wealth of knowledge is accredited to the various positions she has held over her career in the Canadian credit union system including six years as the Training and Development Manager for Credential Group designing and delivering extensive Wealth Management programs to the Canadian credit union system. She has also held a variety of roles including Mutual Fund Sales Representative and Manager, Self-Directed RRSPs Manager, Mutual Fund Compliance Manager, and Training and Development Manager.
Along with her financial credentials, Lynn is also a personal, business development and change management coach and offers guidance to both corporate and non-corporate organizations and leads the Empowered Mentoring Program. She is a managing partner of Thunder Valley Ranch, an equine facility that provides self-improvement programs using “horse sense.”
President and CEO, Brown Governance Inc.
Debra's mix of experiential and conceptual insights uniquely qualify her to advise organizations on their governance. She serves on Boards of Directors, has chaired a high technology start-up, and has been CEO of two full service community credit unions. She is an acknowledged and sought-after thought leader in corporate governance, authoring over two dozen major research articles published in Canada and internationally. Comfortable and confident with both boards and executives, Debra has led Brown Governance Inc. since 1991.
Debra is editor of Governance Matters, the Canadian Co-operative Association’s governance periodical. She has planned and facilitated global, national and multi-stakeholder governance conferences and seminars, and spoken on a variety of corporate and personal development issues. Brown Governance works across sectors – private, public and not-for-profit.
On the national level, Debra has been a participant in the Public Policy Forum’s roundtable on the governance of Crown Corporations and has been featured in connection with her corporate governance work on Canada’s national business news produced by The Canadian Broadcasting Corporation (CBC). Internationally, Debra and Brown Governance have worked with the Chinese Government's State Enterprise Ministry, Russian executives enrolled in the Yeltsin Democracy Fellowship Foundation study tour, Batelco, the Kingdom of Bahrain’s largest private sector corporation, and with the Malaysian Central Bank, among others.
Brown Governance has developed and tested a comprehensive principle-based governance system that has been adopted and adapted by award-winning, leading governance organizations including The Conference Board and BMO Financial Group (Bank of Montreal) in Canada’s private sector, federal and provincial governments in the public sector, and numerous not-for-profit organizations and associations. It is also the foundation on which they created the program and curriculum for The Directors College.
Prior to forming Brown Governance, she spent several years in the Canadian financial sector, working most recently as CEO. Debra holds a Master of Divinity from Gordon-Conwell Theological Seminary.
Enterprise Risk Services Leader
Peter is the Partner that leads MNP LLP’s Enterprise Risk Services Practice in British Columbia. He has over 19 years professional experience providing audit, risk management and consulting services. Adept in environments that span from the Boardroom to the shop floor, Peter has delivered assignments involving governance, risk management, people, systems and processes. Prior to joining MNP, Peter was a partner at a Big Four chartered accountancy firm, where he led the Systems and Process Assurance, Controls and Financial Services Consulting practices in BC.
From financial information, IT systems, business processes and controls, Peter has completed projects for credit union, bank, insurance, government, retail, distribution, mining, forestry, manufacturing, technology and life science organizations. Successfully delivering regulatory compliance; enterprise risk; project oversight and governance; privacy; and threat and risk assessments, he has assisted a number of clients in enhancing their business processes, IT and internal controls, and risk practices. During the course of his professional work, he has established and enhanced Enterprise Risk Management, Internal Audit and Compliance functions. In particular, Peter has experience working on large organizational IT implementations, where he delivered benefits realization programs, as well as enhanced project risk management and oversight for senior executives and Boards.
Active in the community, Peter is a frequent contributor and guest lecturer, and works tirelessly with post-secondary and high school students and instructors on technical topics, career management and personal coaching. Peter has a commitment and passion for diversity and inclusion as it relates to enhancing human capital in organizations, and for the competitiveness of Canada. Peter also actively volunteers in a number of children’s sports clubs. Living in Vancouver, he and his wife have a happy and busy household with four children.
President, The Manary Group
Michelle Manary brings a depth and breadth of knowledge and experience in the areas of organizational effectiveness and strategic human resource management. As the owner of the Manary Group and a partner in ReframeHR, Michelle works with organizations in the areas of strategic planning and board governance, leadership development, organizational design, financial and risk management, systems analysis, stakeholder communications and human resource management. Prior to becoming an independent consultant in 2007, Michelle was a member of the executive management team at Assiniboine Credit Union, responsible for developing HR systems to align with corporate strategies. She also spent a number of years in management at a major national bank.
A life long learner, Michelle has earned her Bachelor’s Degree from Brandon University, Business Administration Diploma from Assiniboine Community College, Certificate in Human Resource Management and Certificate in Organizational Development from Queens University, and Certificate in Participative Management from the University of Manitoba. She is also a Certified Master Coach from the Behavioural Coaching Institute.
Since 2007, Michelle has developed and facilitated courses across Canada, on behalf of knowledge network.
President, The Learning Edge Inc.
Denise is the Founder and President of The Learning Edge Inc. As a professional facilitator, she leverages the Inscape Publishing Everything DiSC® suite of products in the areas of team building, leadership, management, and change.
Knowledge network partnered with The Learning Edge to provide credit unions with the opportunity to experience the Everything DiSC suite of products and to participate in their cornerstone program, Managing Things…Leading People, a 3 day leadership program. This partnership offers credit unions exposure to additional curriculum in key development areas.
Denise's previous career experience includes management positions with the Business Development Bank of Canada, where she facilitated training sessions for hundreds of businesses throughout Canada.
Denise holds a Diploma in Adult Education from St. Francis Xavier University in Nova Scotia. She is a certified facilitator for Franklin Covey programs including “The 7 Habits of Highly Effective People.” In addition, she is a certified trainer for Inscape Publishing, focusing primarily on DiSC training.
Founder & Senior Counsel and Lead Trainer, PrivaTech Consulting
Fazila Nurani, Founder of PrivaTech Consulting, is a privacy and information security consultant, lawyer and trainer. She has a unique blend of legal training, IT consulting and records management experience, and has served both the public and private sectors.
Driven by her passion to assist organizations create privacy conscious environments, Fazila advises businesses in a range of industries on privacy and security best practices. Her clients include marketing firms, the insurance and health sectors, debt collectors, technology companies, retailers, the staffing industry and financial service providers. Fazila’s ability to lead engaging privacy training sessions and workshops is highly commended by PrivaTech’s clients. By conducting detailed privacy assessments and gap analyses; developing strong data protection policies and procedures; and raising privacy awareness, Fazila has assisted many organizations reduce the risk of a privacy breach.
Prior to pursuing a career in law, Fazila worked with various consulting firms, including Right Management Consultants and GSA Consulting Group Inc. Fazila designed information management systems and customized data security procedures for numerous entities.
Fazila’s legal experience began in the Information Technology Group at the law firm of Gowling Lafleur, Henderson LLP, where she worked on technology financing deals, software licensing, online advertising issues, domain name disputes and other Internet-related legal matters.
Fazila worked with the Office of the Privacy Commissioner of Canada in 2000 before founding PrivaTech Consulting. She responded to public inquiries about the new private sector privacy legislation, which was heavily involved in establishing complaint-handling procedures, and assisted investigators in interpreting the law. Fazila continues to work extensively with policy advisors and legal counsel in the Federal and Ontario governments, providing direction on the implementation of initiatives with privacy implications.
Fazila holds degrees in Electrical Engineering from the University of Waterloo and Law from the University of Toronto. She is also a Certified Information and Privacy Professional with the International Association of Privacy Professionals, and a Certified Information Systems Auditor with the Information Systems Audit and Control Association. Fazila has authored a number of papers relating to privacy and information security issues. Fazila has appeared on CTV numerous times to discuss privacy news items and her articles, which have been published in Enterprise Magazine, The Lawyers Weekly, and various industry publications. She currently authors a monthly e-newsletter called PrivaTips. Subscribers include privacy commissioners in Canada and abroad, and other leading privacy practitioners, including law firms and privacy officers of multi-national corporations.
Alisdair Smith is one of the most sought after coaches, speakers and workshop leaders in Canada. Alisdair brings wisdom, experience, humour to his practice. He has been serving boards and senior leaders of credit unions large and small from St. John’s to Victoria for over 20 years. He challenges people with respect and humour and is known for helping groups drive to outcomes. Some of his most important work has been in helping teams and boards of directors work through challenging and difficult decisions and issues, such as mergers, intra-team conflict, dramatic change in direction, ethical dilemmas and fragmenting board/CEO relationships. That he is consistently invited back to work with these groups is a testament to his work. He is passionate about the future of credit unions, and especially enjoying his work with the next generation of leaders across Canada.
Alisdair is Deacon & Business Chaplain at Christ Church Anglican Cathedral in Vancouver, serves as a facilitator for the Dalai Lama Centre, the SFU Community Square Dialogues, both in Vancouver. He has worked with NGOs in Australia, Solomon Islands, Ghana and South Africa and is committed to building community where ever he works.
Alisdair holds an MA in Theology and Ethics and is an Accredited Canadian Credit Union Director.
Atlantic Central Facilitator
Ethan currently directs the internal audit department of Atlantic Central & League Savings and Mortgage where he provides independent and objective operational, compliance, financial and investigative audits and management advisory services to assess and improve the effectiveness of risk management, control and governance processes.
Ethan holds a B. Comm. From the University of Alberta, and is a Chartered Accountant with over 10 years of experience in both industry and public accounting.
In addition to his professional experience, Ethan mentors and provides instruction to candidates enrolled in the Canadian Institute of Chartered Accounts professional education program, and teaches accounting and audit courses to students enrolled in post secondary education.
Mark Reno is an expert in the areas of executive leadership and leader character, business ethics & responsibility, and strategic management. As Ivey Business School’s first post-doctoral research fellow, Mark conducted world-leading research into the nature of good character in business leadership. As an adjunct professor at Ivey, he developed and facilitates Ivey’s HBA course in business ethics, and the business ethics course for the CIRI/Ivey Investment Relations Officer Certification Program.
Previously, Mark developed and facilitated Strategic Management for Credit Union Professionals for Dalhousie University, as well as, numerous other courses for CUSOURCE in managerial-leadership development, commercial and consumer lending, and board governance. In addition, Mark developed, and facilitated across the USA, a comprehensive, leadership development program for Alcan. As a faculty member of The Banff Centre, Mark is the lead facilitator for the executive leadership course, Leading Strategically.
Mark began his career with The Royal Bank of Canada as a commercial banker, and held a succession of leadership roles in treasury management, research & product development, marketing, and strategic planning for The Co-operators. Later, as CEO, he built and led an organization of professionals who researched and developed technology-assisted learning systems for clients including: Human Resources Development Canada, Petro Canada, Ottawa Board of Education, and Spar Aerospace. Subsequently, he acquired and turned-around an insolvent staffing company - saving the jobs of over 500 people. While completing his PhD, Mark led consulting and training engagements in organizational & leadership development as an associate of CFC Consulting Group, Montreal.
Mark completed his BA and MA in Philosophy (Ethics and Epistemology) from Western University, his MBA (General Management) from Ivey Business School, and both his MEd and PhD in Education from the University of Toronto, where he focused upon organizational transformation & learning, and managerial-leadership development, respectively. Mark's 2011 doctoral thesis formulated and grounded an integrated theory of effective, ethical and responsible business leadership.
Mark is an active member of the Globally Responsible Leadership Initiative, the Academy of Management, and the International Leadership Association.
Craig currently holds the position of Account Manager, with the Enterprise Development Unit at the Atlantic Canada Opportunities Agency (ACOA), Nova Scotia. Previously, he was the Manager of Commercial Lending, with a 7-branch Credit Union system in Halifax, Nova Scotia. Prior to entering the credit union system, Craig started his lending career in Halifax in 2001, with the Business Development Bank in there Entrepreneurship Centre, as an Account Manager.
Committed to learning and development, Craig has a certification as a Small Business Counselor (CBC) through the P.J. Gardiner Institute, Memorial University, holds his Commercial Lending Accreditation through CUIC®, is a certified lean productivity level one Yellow Belt through Canadian Manufactures and Exporters, and also has his CUDA® Accredited Credit Union Director Designation. As a seasoned presenter, trained as a certified Dale Carnegie instructor, he has facilitated programs both within the credit union system and externally in the business and academic community. Craig is deeply motivated in working with credit union professionals, to facilitate their skills, growth and development, with the aspiration of advancing the success of credit union members throughout the country.
In addition to the facilitation work with Cusource, Craig is an active volunteer, as past Chair of the Board of East Coast Credit Union, current Chair of the Credit Committee and executive committee member and past Board Chair with Supportive Housing for Young Mothers (SHYM) in Dartmouth, Nova Scotia.
Craig Williams, was born and raised in St. John’s Newfoundland and currently resides in Dartmouth Nova Scotia, and is blessed with a wonderful wife and two wonderful children.
Founder and Director, Dale Boisclair Consulting
Dale is a respected credit union consultant and accredited facilitator with over 30 years of experience in all levels of retail banking, including branch management, multi-branch regional management, and head office senior management for a major B.C. credit union, where he managed all aspects of the retail credit portfolio. He has facilitated for Cusource since its inception, and he currently facilitates retail credit courses through eLearning virtual classroom presentations across Canada.
An advocate for professional development, Dale constantly attends courses to polish and upgrade his certifications. He holds a Bachelor of Business Administration from Canterbury University and is an Associate in the Institute of Canadian Bankers. He has a Life License Qualification through Advocis and a Provincial Instructors Diploma with a Post Secondary Endorsement from Vancouver Community College’s School of Instructor Education. His most recent accomplishment is a Certificate in Cooperative Development through the CoopZone Developers' Network Cooperative.
Dale is a passionate community leader who believes in making a difference. He has travelled twice to Mongolia as part of the Canadian Co-operative Association's (CCA) management coaching program and he recently visited Colombia to meet with credit union leaders and discuss the challenges facing the credit union sector locally and abroad. He continues to donate a portion of his net earnings to the CCA, in support of its overseas development work in the co-operative sector.
Principal, Booker & Associates
Fay Booker is a trusted advisor to credit unions and has expert-level knowledge in corporate governance and enterprise risk management (ERM). Her focus is assisting credit unions by finding solutions for success and advancing their organizational practices to benefit stakeholders. Currently, Fay is the managing partner of Booker & Associates. In 2005, she began teaching in the governance curriculum at Knowledge Network and has authored advanced CUDA courses.
With her extensive knowledge, Fay has developed and implemented practical approaches to governance and risk management for credit unions across Canada, ranging in size from $25 million to multi-billions. She has helped to advance board governance practices, conducted governance reviews, and acted as a governance coach. In the ERM area, she works with credit unions to implement their customized approach to ERM. Additionally, Fay has developed frameworks, facilitated risk awareness sessions, and built risk dashboards. She also has experience in facilitating strategic planning sessions and in developing organizational effectiveness.
Her foundation as a trusted advisor comes from 30 years of experience in accounting, consulting, and financial services. Her previous positions include: Partner at Deloitte & Touche; National Partner and Strategic Business Line Leader at Grant Thornton; Vice President and Chief Internal Auditor at National Trust; and Director, Internal Audit and Director, Commercial Lending at CIBC. In 2004, she opened her specialized consulting firm, Booker and Associates.
Fay holds three professional designations: Chartered Accountant (CA); Chartered Director (C.Dir); and Certified Internal Auditor (CIA).
Carol Burbidge Johnson
Investment Advisor, Island Savings Credit Union
Carol’s impressive 25-year career with the credit union system as a service representative has fortified her talents as a skilled facilitator, Investment Advisor and Trust Officer. This experience translates well when facilitating Cusource course curriculum in Handling of Estates Effectively, RRSP, RRIF, RESP and Advanced RRSP. She has participated in seminars for members, staff and colleagues and served as a resource for many estate planning and estate administration related issues that staff encounter.
Carol’s credit union career has focused primarily on non-registered and registered deposits, being there for members through the life events that happen such as retirement and the death of a loved one. Estate planning is an important value added service she offers all of her clients, not to mention her family and other staff. As a Trust Officer at Island Savings, Carol worked exclusively with members looking for assistance with estate planning and administration, in association with a law firm.
Carol has received her Certified Senior Advisor designation to assist her in helping seniors and their families plan and work through the real issues that affect families. She passed the Canadian Securities Institute course with Honours in 1993 and has completed courses in Personal Trust Services, Advanced Trust Law and Estate Asset Management in 1994.
Executive Director, Brown Governance Inc.
David Brown is Canada’s leading thinker, speaker, writer and practitioner in corporate governance. Having served both as a CEO and a Board member, David is well-positioned to help you deal with issues in the boardroom. David is probably best known for articulating and championing principle-based governance, built on economic agency theory and deriving 18 core competencies of board members.
Principle-based governance underpins all of his work, and is foundational to organizations selecting the right governance model and board practices.
Prior to joining Governance Solutions Inc. in 1995 David had a distinguished 20 year career in Canada’s financial services industry. He served a term in Inspection Division (Internal Audit) at the head office of one of the country’s largest chartered banks. David then became an insolvency specialist with the bank’s commercial credit group where he developed an expertise in workouts and turnarounds, diagnostics and remedies for corporate crises.
Leaving the private sector in the 1987-91 period, David worked for a deposit insurance corporation on a small team tasked with resolving an accumulated deficit and ongoing losses of many deposit-taking institutions. He returned to the private sector as Chief Executive Officer of one of Ontario’s largest community credit unions, where he brought several credit unions together through mergers, and gained extensive experience managing and optimizing interest rate, matching, market and liquidity risks. David augmented his undergraduate business degree from Queen’s in accounting and finance with post-graduate courses at the University of Alberta’s law school.
David is the author of the definitive Canadian chapter in the international handbook Corporate Governance Around the World (2008: Routledge). He is on the faculty of governance education and certification programs for the Universities of Saskatchewan, Regina, Toronto, McMaster and UBC where he teaches governance, corporate social responsibility,
finance and risk oversight. David was invited to serve on his first board in Montreal at age 17, and his second board in Toronto at age 22.
Cohort Facilitator for Fundamentals of Personal Financial Planning (CUC-240)
Bill Falconer has 35+ years of financial institution experience - over 22 years with a chartered bank and more than 13 years with Valley Credit Union in Nova Scotia. Bill’s experience includes branch routine, commercial credit, consumer loans & mortgages, branch management, marketing, human resources, financial planning, mutual fund sales and branch compliance. Bill knows first-hand what’s required for part time studies while working full time and balancing family life. That’s because he has accumulated the following impressive list of designations, mostly through part time studies:
BBA from the University of New Brunswick
Fellowship of Institute of Canadian Bankers (FICB)
3 ICB Specialized Studies Program Diplomas (Accounting & Finance, General Management, and Management Sciences)
Investment Funds in Canada
ICB Branch Compliance Manager (BCM)
Certified Financial Planner (CFP)
Certified Human Resources Professional (CHRP)
Competent Toastmaster (CTM)
Fellowship of Credit Union Institute of Canada (FCUIC)
Bill latest roles was as VP Organizational Development at Valley Credit Union, where he supervised 8 branches and a Credential Financial Strategies unit. He also had Human Resources responsibilities and was a Branch Compliance Manager.
Bill has participated in several committees at Credit Union Central of Nova Scotia, and is a member of HRANS. Over the years, Bill has been involved in church positions/functions such as treasurer, SS teacher, board member, committee member and numerous other activities.
On the personal & family side, Bill is married and has 2 grown daughters and a son-in-law, all who have completed 9 or more years at universities, mostly at Dalhousie University. Bill & his wife Carol reside in Kingston, NS.
Facilitator/Subject Matter Expert
Annette Kuckartz, CA is a Partner in MNP’s Saskatoon office. As the National Credit Union Leader, Annette works primarily with credit unions and related corporate entities across Canada. Annette draws upon her extensive experience to deliver effective assurance, advisory and IFRS services to her clients and helps them to improve the performance and transparency of their business. Annette also regularly facilitates internal assurance courses and training within MNP, mentoring other practitioners on the unique nature of credit unions.
In addition, Annette has facilitated external training to the business community to assist business owners and professional advisors in understanding “Where do you want your business to be?” Throughout the last 14 years, Annette has worked with over 20 credit unions, both large and small in varying capacities. In doing so, Annette has an in depth understanding of the issues credit unions face. Annette obtained her Bachelor of Commerce (Honours) from the University of Saskatchewan in 1999 before obtaining her CA designation in 2002. She is a member of the Institute of Chartered Accountants of Saskatchewan (ICAS) and the Canadian Institute of Chartered Accountants (CICA).
Senior Personal Trust Specialist, Concentra Trust
Joan McAulay is a Senior Personal Trust Specialist located at the Concentra Trust corporate office in Saskatoon. Twenty-one years with Concentra Trust has strengthened Joan’s belief that all Canadians need to understand the benefits of estate planning. With millions needing to plan for their own wealth transfer, understanding personal trust and the services available is critical.
Educating credit union and system partners about estate and trust solutions is an important part of Joan’s work. Over the past number of years it is estimated that over 10,000 staff have had the opportunity to learn more about personal trust, what it is and why it’s important.
Concentra Trust is a credit union company, delivering estate and trust services nationwide for over 60 years. It possesses the same powers as other national trustees but has the heart and soul of a co-operative. The Concentra team of professionals are experts in dealing with estates of any size or complexity and are committed to providing exceptional service.
Sherry is an exemplary facilitator, trainer, and consultant with over 30 years of experience in the credit union system. Her expertise in commercial lending and management has made her a reputable and highly regarded resource. She is extremely methodical in her teaching methods, yet passion driven, humorous, and understanding.
Sherry develops and delivers new course material in applied commercial lending and financial statement analysis. She often consults and collaborates with a number of credit unions and affiliated organizations to deliver tailor-made training programs specific to the needs of the organization.
Sherry has served on a number of boards, including the Mortgage Investment Association of British Columbia (BC), National Lenders Advisory Committee, and the Credit Counseling Society of BC. She has been involved in the success of many industry and community events, demonstrating her talent for organization and detail.
DWES & Associates Inc
Ed is a career credit union and co-operative professional, with expert-level knowledge in corporate governance and financial institution management. As a facilitator with knowledge network since 2004, Ed has worked on the development of course content in the areas of balanced scorecard, CEO performance planning and evaluation, human resources planning, and merger planning and evaluation.
Ed combines post-graduate business study with over 30 years of experience and perspective that includes 10 years with a provincial central, over 10 years as a credit union chief executive and more than 10 years as a facilitator/advisor. His work with credit unions and co-operatives includes the development and implementation of business applications and solutions.
Ed’s background is further rounded-out in serving as a Director, Vice-Chair and member of the Executive Committee of Home Ownership Alternatives, a financial not-for-profit organization dedicated to the development of cooperatively produced and affordable ownership housing.
Director of Training and Education, Atlantic Central
Jeanette is an energetic facilitator, with a professional background in Human Resource specializing in training and development. She is described by her peers as passionate, caring and creative. Having worked in the credit union system for over 30 years, Jeanette has seen first-hand the benefits of taking a personalized approach to learning and development and believed there is nothing better than a good story to illustrate a point.
Jeanette has worked closely with employees in support of professional development; having developed, facilitated and supported various programs in sales, service, operations, finance and risk management. She has also been involved in the development and implementation of the Credit Union Director Achievement Program; having developed additional programs for directors to support provincial/regional needs.
Jeanette has a Change Management Practitioner Certification from ADPRO, a Sales & Service Trainer Certification with the MOHR Development group and Performance Management Certification from the Hay Group. She has her BBA from the University of Prince Edward Island and, in 2008 received her MBA, specializing in Human Resource Manager, from the University of Phoenix.
Jeanette has been highlighted in “Must Thinking”: a book written by Paul Kearley, Managing Partner with the Dale Carnegie Business Group, which highlights key professionals who have been successful in achieving results.
She currently serves as Chair of the National Board of the Children’s Wish Foundation of Canada and also serves on the Cusource National Board and the PEI Cooperative Council Board.
President, Crosswater Partners
Kevin E. Yousie is President of Crosswater Partners a company he established in 1997. Crosswater Partners helps senior leaders and boards deliver value to investors, customers,
members and employees through facilitation of strategy, enhanced organizational alignment, and leadership development. Specializing in the financial services sector, his clients are diverse and have included credit union organizations, Fortune 500 companies, international banks, pension funds, insurance companies, brokers, regulators, various government departments, and not-for-profit organizations.
Prior to Crosswater Partners, Kevin had a career in banking with BMO, TD, and TD Securities Inc. including positions in Corporate and Investment Banking where his clients were the top 100 banks in the eastern United States, and the largest banks and central banks across Asia.
Kevin has also been recognized with the rank of Assistant Professor at the University of Toronto where he teaches Strategic Management and International Business on a part-time basis to graduate and undergraduate students. He teaches in four of the Institute for Management & Innovation’s five graduate programs well as fourth year Commerce / Management. He has been recognized with the MMPA Faculty Award.
Kevin has served on a number of boards. He currently serves on the board of CHCO Ltd., an organization that supervises the governance of twenty-one hospitals and other health care facilities across Ontario. He is also Past Chair of the Southdown Institute, a residential mental health and addiction treatment facility located just north of Toronto. Kevin has served on the Board of the Richard Ivey School of Business, was Chair of the Ivey Alumni Association Board, and is a recipient of the Ivey Distinguished Service Award. He has been an Institute of Corporate Directors certified director (ICD.D) since 2005. He is a Certified Management Consultant (CMC), and a Fellow of the Institute of Canadian Bankers (FICB). Kevin is also a passionate sailor and outdoor enthusiast.
Vice President, MDA Training
Lisa is Vice President of MDA Training. She is an accomplished trainer and facilitator working with all levels of management including boards of directors. Lisa has designed and delivered credit skills and other related workshops for financial institutions worldwide. She also has extensive experience in enterprise risk management (ERM) and ERM implementation, corporate governance, internal audit, compliance methodologies, and business process development.
Lisa previously held the position of Vice President, Finance & CFO with Citizens Bank of Canada and has held other senior financial positions within both public and private sectors.
Lisa holds a Bachelor of Arts degree from the University of Manitoba, is a Canadian Chartered Accountant and a Certified Internal Auditor. She also holds the U.S. Certified Public Accountant designation, is a Certified Risk Management Assurance Professional and is accredited by the Institute of Internal Auditors to conduct quality assessments/validations.
Senior Manager, Lending Services, Atlantic Central
David is Senior Manager Lending Services at Atlantic Central. The Lending Services Team is tasked with adjudication of Commercial and Retail Credit for Atlantic Credit Unions, and provides advice and mentorship to lenders in the system. Joining the Atlantic Credit Union system in 2004, David has worked with the New Brunswick Regulatory body (RMA) , CUCNB and currently with Atlantic Central.
David has a diverse financial background with 15 years’ experience with a major chartered bank, in operations and retail /commercial/agriculture account management. He was instrumental in the development of standardized lending policy in New Brunswick and standardized lending documentation in the Atlantic region.
David attained a Bachelor of Business Administration from the University of New Brunswick and resides in Riverview New Brunswick with his wife Sandra.
Strategic Management Cohort Facilitator
Kelly has been with the credit union system since 2000, and currently holds the position of Regional Manager: East Kootenays for Kootenay Savings Credit Union. Prior to his credit union career, Kelly spent ten years with RBC – Royal Bank, in a variety of front line and management roles in Manitoba and Nunavut.
Kelly holds an MBA from Royal Roads University, A Certified Financial Planning (CFP) designation from the Financial Standards Council, and the AICB designation from the Institute of Canadian Bankers.
Kelly has been involved in strategic planning with his credit union for the past four years, and always enjoys how the process can bring management teams and employees together.
Away from work, Kelly likes to spend time with his family boating, skiing, and camping.
Manager, Credit Union Consulting Services
Vivian is a practiced facilitator, trainer, and consultant with over 20 years of credit union experience. As Manager, Credit Union Consulting Services, Vivian works with credit unions in the areas of strategic planning and relationship management. As a human resources consultant, she has been instrumental in developing and implementing performance management programs for various credit unions.
She joined Credit Union Central of Nova Scotia in 1988 as the Director, Training and Education, where she was responsible for the design and delivery of many employee and director training programs throughout Nova Scotia. She was also a member of the national Credit Union Director Achievement (CUDA) Program Advisory Committee, and was actively involved in the design of the director training program.
Prior to working in the credit union system, Vivian was with the Extension Department of St. Francis Xavier University, working in the area of co-operative housing and social housing. During that period, she served as a director and national chair of the board of directors of the Co-operative Housing Federation of Canada.
Vivian holds an undergraduate degree and Masters degree in Adult Education from St. Francis Xavier University.
President, Dianne Dunn Consulting Services Inc.
Dianne Dunn is a valued specialist in the areas of Registered Plans and Estate Planning. Her extensive 34 years of experience is matched by her enthusiasm and articulate presentation skills. Dianne’s profound ability to communicate complex subject matter in easy-to-understand terms make her a valuable resource to the credit union system.
Her experience and knowledge in credit union operations translates well in her course curriculum. She spent 10 years at Concentra Financial Services Association. As a Deposit Services Manager, she was responsible for Registered Plans, Estate Administration, Training, and Credit Union Support. Dianne was also responsible Back Office Administration and Canada Revenue Agency liaison for the Regional Office. As an independent consultant, Dianne has been instrumental in various operational projects including Privacy, Money Laundering, Data Conversions, ATM Cards, Fraud Prevention, Disaster Planning, and Credit Union Back Office Functions.
Dianne graduated from York University where she received a Bachelor of Administrative Studies and received a Certificate in Business Administration from Ryerson University. Dianne has completed Personal Financial Planning, Financial Management, and Taxation courses with the Canadian Institute of Financial Planners.
Principal, JFC Consulting
John Ferguson is an experienced financial planner and change management consultant with over 30 years of knowledge in the financial services industry. His wealth of knowledge and financial expertise in applied consumer lending make him a valuable resource to Canadian credit unions. John takes great pride in pushing his audience to the limits and challenging them to succeed.
Throughout his career, John held positions in various capacities in loans & mortgages, small business lending, private banking, business development and training. Most notably, he spent 10 years as an Area Manager responsible for retail banking operations and spent four years in the Caribbean working as a Bank Manager. Through his consulting practice, John focuses on strategic planning, visioning and change management. Since 2001, John has been teaching part-time at a community college, delivering management and finance courses.
John received an undergraduate degree from St. Mary’s University in Halifax, Nova Scotia. He has a Personal Financial Planning designation and certification in the Canadian Securities course. At age 45, John received his M.B.A. at the University of Windsor.
CEO, Magnusson Consulting Group
As the CEO of Magnusson Consulting Group, Brad focuses on commercial training, international and national commodity market analysis, interest rate strategies, and business strategies.
Brad presents seminars, workshops, and courses to businesses and credit unions in every corner of Canada and the U.S. He has been a keynote speaker at the American Bankers Conference and the Credit Union National Banking Conference. He is known for his practical approach and keen sense of humour in his presentations.
Brad has more than 30 years of experience in helping organizations achieve their financial goals. He has held senior positions with multi-national financial institutions and government lending institutions. Most recently, he was the Manager of Business Consulting with the Credit Union Central of Manitoba.
Brad has served as a board member for the Manitoba & National Agrologist Association and the Manitoba Rural Adaptation Council.
Neil has over 30 years of experience in the credit union system, particularly in the areas of consumer, agriculture, and commercial lending. This wealth of knowledge is invaluable when he delivers courses such as Consumer Residential Mortgage Lending and Applied Residential Mortgage Lending. Neil also employs his skills to assist several credit unions with their development of policy and procedures, risk assessment processes, and internal audit and lending processes. He has been involved in several credit union task forces, including risk assessment, retail installment contracts, and credit analysis projects.
He retired in 2001, while holding the position of Lending Services Manager. Shortly after, Neil was approached by Credit Union Central of Saskatchewan to prepare a trainers guide for a CUIC course and attended a university extension business leadership class to learn how to design and facilitate learning. In the same year, he was contracted by Credit Union Deposit Guarantee in Saskatchewan (CUDGC), a system regulator that promotes responsible governance by credit unions and promotes the strength and stability of the system.
In addition to working in the financial industry, Neil serves as an Alderman for the Town of Watrous.
Principal Consultant, LSM Consulting Inc.
Linda has over 30 years experience in the co-operative sector. In her role as a Senior Manager at Saskatchewan-based Affinity Credit Union she had responsibility for governance, policy, corporate social responsibility, marketing, community development, member education (focusing on financial literacy, fraud, and elder abuse), and corporate communications.
She was a leader in the merger/partnership which doubled the size of her organization, making it one of the ten largest credit unions in Canada, and was instrumental in the development of Affinity’s unique governance model including the development of a First Nations District devoted to the needs of first nations peoples.
In 2014 Linda left the comfort of “organizational life” to pursue a career in consulting to share her knowledge and expertise with a wider-range of organizations across Canada. Linda is the principal consultant for LSM Consulting Inc.
Linda has a passion for coaching, training and development that is linked to “change management” working with organizations to achieve their unique goals and objectives.
Senior Consultant, Atlantic Central
Robert was born in Souris and has been employed in the financial services industry for the past forty years plus. For the past thirty five years he has worked for the Prince Edward Island Credit Union System and is currently a Senior Consultant with the newly created Atlantic Central.
A strong proponent of continual learning, Bob holds a Diploma in Adult Education from St. Francis Xavier University and has a Certified Financial Planner Designation. In addition he is a Fellow of the Credit Union Institute of Canada, a Management Studies Program offered through the Credit Union Institute of Canada and Dalhousie University. Bob has also completed courses through St. Mary’s University on Team Building and Business Communications. As a professional Trainer, Bob holds certification in a number of training programs including the Business Development Program (BDS), Achieve Enterprises Supervision, Achieving Sales Excellence (ASE), Coaching Sales Excellence (CES) and The Credit Union Director Achievement Program (CUDA).
Bob has delivered a large number of training and development courses including an extensive training program for Directors and a one-week program on Financial Planning. Bob has also written and developed a number of training programs including a Product Education Program (PEP), Time Management, Introduction To Selling (ITS), Presenting & Presiding, Change Management, and Roles & Responsibilities of Directors.
He has extensive experience in group facilitation and strategic planning. In addition to strategic planning facilitation for a number of Credit Unions, Bob has delivered training and development programs to a wide range of non-Credit Union clients.
President, Ferax Consulting Corporation
Stephanie Sharp provides coaching and training in finance and economics to executives and directors throughout North America. Drawing on over 30 years experience in business restructuring and finance, she works with leaders and their teams to understand and integrate economics, strategy, and finance.
Over the past two decades, Stephanie has held the roles of lead negotiator, and finance and business advisor to both government and business on deals valued in excess of $15 billion. She has advised credit unions on everything from mergers to operations and strategy, and provides in-depth training in finance, economics, and capital markets to credit union directors and executives.
Stephanie has been recognized by the finance industry, winning awards for knowledge and leadership in finance and for excellence in the public sector. She holds an MBA from University of Toronto and a BA from Queen’s University.