2017 National Credit Union Government Relations Forum CREDIT UNION ADVOCACY DAY October 16-17, 2017 Ottawa, Ontario Delta Ottawa City Centre
STAND TOGETHER for STRONGER CREDIT UNIONS and a STRONGER CANADA CONTENTS 3 Keynote Speakers 4 Program Schedule 4 Monday, October 16 6 Tuesday, October 17 The credit union story is Canada s story. It s about ordinary people coming together to provide for themselves and one another. It s about overcoming the insurmountable through innovation and dogged perseverance. It is about rural and urban. And it is about building wealth and building community. Credit unions are writing our story every day. This year s Government Relations Forum and Hike the Hill is part of that. Over the next two days, credit union leaders will stand together to advance our perspectives and those of our members, particularly as part of the federal financial institutions legislative review. Credit union leaders, directors and CU Nation advocates will gather to: Gain insights from party insiders and policy speakers Receive training to be a stronger advocate for your credit union and members Hike the Hill with fellow advocates to brief Members of Parliament on important issues for your credit union Dine in the historic Parliamentary Dining Room
KEYNOTE SPEAKERS MICHAEL S. EDWARDS Michael is the Vice President for Advocacy and General Counsel of World Council of Credit Unions. He directs World Council s Advocacy Department in Washington, DC and represents the global credit union movement before international standard setting bodies such as the Basel Committee on Banking Supervision, the Financial Action Task Force, and the International Accounting Standards Board. He holds a Juris Doctor from American University-Washington College of Law, a Master of Arts in International Affairs from American University-School of International Service, and a Bachelor of Arts in English from the University of Pennsylvania. Prior to joining World Council, Michael was Senior Assistant General Counsel in the Regulatory Advocacy Department of the Credit Union National Association (CUNA). IHOR KORBABICZ Ihor is a Senior Researcher & Head of Operations at Abacus Data, overseeing the design and execution of research products that deliver high impact strategic advice to clients across sectors. His near decade of experience in public affairs includes work with some of Canada s top polling and strategic communications agencies, designing research exercises that served as the foundation for effective strategies in political campaigns, re-branding efforts, reputation management, product reformulation, and advertising testing for some of Canada s leading corporations, associations and political parties. He holds a Bachelor of Public Affairs and Policy Management and a Master s Degree in Political Management from Carleton University. 2017 NATIONAL CREDIT UNION GOVERNMENT RELATIONS FORUM 3
PROGRAM SCHEDULE Monday October 16, 2017 Unless noted otherwise, all events will take place in Ballroom A, Delta Ottawa City Centre Note: Monday s schedule is subject to change 7:30 a.m. Forum Registration Opens Foyer of Ballroom A, Delta Ottawa City Centre Continental breakfast will be available starting at 8:00 a.m. FEDERAL POLICY PANEL CONT D Our panel of policy experts will dig into key issues for credit unions, including the use of banking terms and mortgage risk-sharing. If you re going to Hike the Hill on Tuesday, this session will provide you with crucial background for your legislator visits. Moderator: Athana Mentzelopoulos, Vice President, Government Relations, Canadian Credit Union Association 11:45 a.m. 12:45 p.m. Buffet lunch and networking break 9:00 a.m. 10:15 a.m. WELCOMING REMARKS & ADDRESSES FROM MEMBERS OF PARLIAMENT Martha Durdin, President & CEO, Canadian Credit Union Association Speakers: Francesco Sorbara, MP (Vaughan Woodbridge), Chair, All Party Credit Union Caucus; Liberal Party of Canada Nathan Cullen, MP (Skeena Bulkley Valley), Deputy Finance critic, New Democratic Party of Canada Alex Nuttall, MP (Barrie Springwater Oro Medonte), Conservative Party of Canada 10:15 a.m. 10:30 a.m. Networking break 10:30 a.m. 11:45 a.m. FEDERAL POLICY PANEL Standing together: Policy solutions for stronger credit unions and a stronger Canada Credit unions are taking change of our policy agenda. With the federal financial institutions legislative review underway, we re positioned to make a forceful case for a regulatory environment that is adaptive and enabling of credit unions including new federal credit unions to be the one real source of consumer-focused competition in the financial services market. 12:45 p.m. 1:45 p.m. GLOBAL POLICY PERSPECTIVE The International Deregulatory Agenda: Prospects for Credit Union Regulatory Relief Speaker: Michael Edwards, VP for Advocacy and General Counsel, World Council of Credit Unions (WOCCU) An increasing number of credit union regulatory burdens come from international standards, but electoral results in G20 countries such as Canada, France, Germany, the UK, and the USA, as well as Brexit have placed regulatory relief for credit unions on the horizon. Learn about how the intersection of global and national-level politics have placed deregulation on the agendas of international standard setting bodies such as the Basel Committee on Banking Supervision. 1:45 p.m. 2:00 p.m. Networking break 2017 NATIONAL CREDIT UNION GOVERNMENT RELATIONS FORUM 4
PROGRAM SCHEDULE 2:00 p.m. 3:00 p.m. PUBLIC OPINION RESEARCH PERSPECTIVE Disruption, Divides & the Canadian Electorate Speaker: Ihor Korbabicz, Senior Researcher & Head of Operations, Abacus Data Hear from one of Canada s most innovative polling firms about the current mood of Canadians and their opinions of the Trudeau government as well as an examination that explores generational change, global and economic uncertainty, class polarization and public opinion in the age of Trump. You ll also get to dive deep into behaviours and trends in digital service delivery, especially around how disruption is changing how Canadians think, feel and interact with their financial services. 3:00 p.m. 3:05 p.m. FORUM CLOSING REMARKS Martha Durdin, President & CEO, Canadian Credit Union Association 6:30 p.m. 9:00 p.m. Dinner on Parliament Hill Parliamentary Dining Room, 6th Floor, Centre Block, Parliament Hill Experience fine dining in the historic setting of the Parliamentary Dining Room. Note that business attire - jacket and tie for men - and government-issued ID are required. Enter Centre Block through the Parliamentary Business entrance under the Peace Tower. SPONSORED BY Monday s luncheon is sponsored by Concentra and our advocates are pleased to be part of the GR Forum/Hike the Hill. 3:15 p.m. 4:00 p.m. TRAINING SESSION FOR NEW AND RETURNING ADVOCATES Advocacy 101 Whether this is your first Hike or your fifth, you ll want to attend this session to learn tips and advice from experienced credit union advocates to make your legislator meetings a success, and how to be ready for the tough questions. Note that this session is optional for experienced advocates, however we encourage you to attend to share your insights and best practices with others. 2017 NATIONAL CREDIT UNION GOVERNMENT RELATIONS FORUM 5
PROGRAM SCHEDULE Tuesday October 17, 2017 HIKE THE HILL ADVOCACY DAY Hike the Hill meetings will take place all day in offices on and around Parliament Hill. Spaces in these meetings are limited and are assigned based on your credit union s business area or subject expertise. CCUA will notify you of your meeting assignments at the Breakfast Briefing on Tuesday morning. 7:30 a.m. Breakfast Briefing and Itinerary Pick-Up Ballroom A, Delta Ottawa City Centre This is a must-attend briefing for all advocates participating in Hike the Hill. CCUA staff will provide you with last minute instructions and assignment changes. A hot breakfast will be available. Note that Ballroom A will be open until 5:00 p.m. for you to relax and network with other advocates between meetings. Social Media On Twitter? Tweet about the Forum using #CUGR17. Be sure to take photos at the end of your Hike the Hill meetings and share them on-line to let your members know you re standing up for them and your credit union on Parliament Hill. 12:00 p.m. 2:00 p.m. Lunch Ballroom A, Delta Ottawa City Centre Grab n go lunches will be available 5:00 p.m. 7:30 p.m. Debrief and Reception LIFT Resto Lounge, 2nd Floor, Delta Ottawa City Centre Please join us to drop off your meeting reports and enjoy refreshments with other advocates. 2017 NATIONAL CREDIT UNION GOVERNMENT RELATIONS FORUM 6
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Canadian Credit Union Association 151 Yonge Street, Suite 1000 Toronto, ON M5C 2W7 T: 416-232-1262 ccua.com Conference Contacts: For additional information on the Conference please contact: Conference Information T: 416-232-3431 conferences@ccua.com Social Media facebook.com/ccua.accf @CCUA_ACCF linkedin.com/company/canadiancredit-union-association Program subject to change without notice. Check for conference updates on the Canadian Credit Union Association website at ccua.com/grforum. CCUA Design and ACCF Design are trade-marks owned by Canadian Credit Union Association. All other trade-marks included herein are the property of their respective owners. Canadian Credit Union Association s use of third party marks is not intended to indicate sponsorship or affiliation with the owner of the marks. Canadian Credit Union Association. All rights reserved.