Remote working is a skill to be learned and developed. If you’re doing exactly what you did in the office, but from home (or a coffee shop), this may be surprising news. In their recently released book ‘Remote Works’, Ali Greene and Tam Sanderson provide practical, hands-on exercises for leaders and teams to do their best work anytime, anywhere. Remote work is here to stay. It’s time we learned how to do it well.
Co-Founder and Manager Director for 4 Day Week - Global , Charlotte Lockhart is considered a pioneer of the global four-day work week movement. Charlotte and co-founder, Andrew Barnes, are conducting the largest ever trials taking place across 7 countries, 250+ companies, and 100,000+ employees. Recently recognized by Forbes as one of the Future of Work 50, Charlotte is a passionate and compelling advocate of a productivity-focused and reduced-hour workplace.
As VP of Employee Experience at Meridian Credit Union, Claudine knows that people form the heart of business. Claudine has dedicated her career to creating an intentional employee experience and believes that much of Meridian’s success lies in their culture supported by coaching. Claudine has leaned into this go-to tool to ensure that each Meridian leader, team, and employee feels supported and empowered to act.
We assembled a group of senior People and Culture thought leaders together to discuss the future of work. The conversation was fast-paced, free-flowing and rich. When it was all said and done, one certainty emerged – the future of work is most definitely human.
Featuring: Sekou Bermiss PhD (Professor at the University of North Carolina); Kamela Pancroft (SVP, People & Planning at the Credit Union of Colorado); Robert Farmer (SVP, People Solutions at Clearwater Credit Union); Rhonda Hall (VP, HR & Org. Development at University Federal Credit Union )
Samantha Paxson, CXO at Co-op Solutions has been described as a market maker, a savvy strategist, entrepreneurial, solution-focused and a creative visionary. In this episode of The Ripple Effect, Samantha shares valuable insights from a CEO Summit her team hosted to uncover key areas required for credit unions to be future-ready and thrive.
Andre shares about specific initiatives taking place at Advantis such as their “Advantis Belonging Groups”, why community expertise is so important, and practical insights on how credit unions can get started or continue to build their diversity, equity and inclusion.
Brad discusses the importance of working with individuals to define what their dream is around financial health, and tools GreenPath offers to support achieving that dream. GreenPath strives to make financial conversations comfortable and accessible through a variety of means including their training and approach to human centered design, strategic engagements with AI, and training their financial counsellors in empathic counselling and listening.
Jonathan shares Vancity's vision for a transformed economy that protects the earth and guarantees equity for all, the strategy that supports that vision, and specific innovative initiatives Vancity is leading including the Carbon Counter Credit Card (the first of its kind in Canada).
Tim McAlpine is the Founder & CEO at Currency Marketing, a leading financial education provider that helps credit unions attract, educate and inspire young adult members. Tim shares his journey to founding Currency Marketing, why they specialize in the credit union industry, and how their flagship program "It's a Money Thing" helps credit unions engage with young adult members.
Ian shares about Kindred’s mission/vision, community mission framework, and their Affordable Housing GIC initiative – the first of its kind in Canada. With Affordable Housing GICs, members earn a guaranteed, competitive rate while helping to address the affordable housing crisis in the Waterloo Region. This impact investment supports loans to providers of long-term, permanent affordable housing.
Lourdes Zuniga is the Executive Director and Founder of Financial Health Pathways. Lourdes is an award-winning leader who advocates for financial education and wellness for all communities and for systemic change as a way to create economic opportunity for everyone. Lourdes shares a number of impactful initiatives that FHP is currently advancing, as well as her advice for credit unions to ensure they are serving underserved communities.
Tracy Fortino, Director of Sustainability & ESG at First West Credit Union, is passionate about helping First West continue to extend the positive impact that they are committed to making for their employees, members, and community at large. Tracy shares a bit about her own career journey leading up to today, as well as giving some great practical insights into the topic of ESG scores and how to improve those scores.
Jay-Ann Gilfoy is CEO of Meridian Credit Union - Ontario's largest credit union. Jay-Ann shares her unique and somewhat unorthodox journey to her role as CEO, how she's helped develop diversity in her teams, her approach to DEI, and key trends she is seeing that currently face the credit union industry. It's a fascinating conversation you don't want to miss.
Maureen Young is the VP of Social Purpose at Coast Capital. Maureen leads Coast Capital's Social Purpose Office, a team responsible for executing the organization's Social Purpose Plan, B-Corp Certification, ESG activities, along with their substantial community investment commitments. In this conversations, Maureen shares about Coast Capital's decision to pursue social purpose and what this looks like in action.
Daniel Sulpizio is the EVP & COO at First Harvest Credit Union. Daniel shares about First Harvest's Tuition Rewards Program, a meaningful initiative in which members' deposit accounts earn Rewards Points towards a 4-year degree. These points are eligible at over 400 colleges and private universities across the United States.
Jack Lawson is the President & CEO of Clearwater Credit Union. Jack discusses Clearwater's decision to join the Global Alliance for Banking on Values and how those values drive their strategic plan and shape their company culture.
Peter Reek, Founder & CEO of Leaderboard Exchange, interviews Lawrie Ferguson, former Chief Marketing Officer of Coast Capital Credit Union. Lawrie shares some of her journey, why she loves the Credit Union space, and why she has now decided to join the team at Leaderboard Exchange.
Lawrie interviews Peter Reek, Founder & CEO of Leaderboard Exchange, a specialized leadership and executive recruitment firm for credit unions. Peter shares Leaderboard's decision to focus on the Credit Union industry, what makes Leaderboard's approach unique, along with some practical tips for boards in the hiring process.
