Jamie McLeod (Chair)
Jamie McLeod is currently employed with Your Neighbourhood Credit Union and has had the privilege of growing and developing throughout her career in a variety of roles with increasing responsibility in the areas of Information Technology, Project Development and Operations. Her experience encompasses project and portfolio management, strategic planning, risk management, vendor management, resource utilization, revenue growth, and cost reduction. Her ability to analyze needs and create unique solutions designed to yield a profitable outcome has proven to be one of her greatest assets.
Located in Sault Ste. Marie, Ontario, Jamie holds the position of VP, Information Technology. In this role she is responsible for the leadership and development of the credit union’s technology roadmap as well as providing the vision in defining the credit union’s member delivery channel strategies.
Jamie has proven to be an engaged leader successfully leading the credit union through significant change including; multiple technology upgrades, several product and service developments, numerous process improvement initiatives, merger integration and banking system conversion. Her strengths lie in her ability to conceive and implement strategic plans and negotiate strategic partnerships to drive new delivery channel initiatives.
Angela Brown is a VP of Marketing with First West Credit Union, BC’s third largest credit union with 54 branches, 35 insurance offices and nearly $12B in assets. First West Credit union currently has 4 regional brands for which Angela oversees the marketing: Envision Financial, Valley First, Island Savings and Enderby & District Financial. Angela is an active member of the organization’s senior leadership group and leads teams throughout the province. Angela’s areas of expertise including marketing, branding, community investment, communications and public relations. She pioneered First West’s signature cause programs, centered around supporting local food banks, and to date, they have raised nearly $2 million to help the cause around the province.
She is passionate about storytelling and using data to power compelling creative and marketing. Based in the Okanagan Valley, Angela has been in the Credit Union system for 9 years, previously having worked in the insurance business in various sales & marketing roles with a private broker as well as the Insurance Corporation of British Columbia. Prior to her work in the financial services and insurance industries, Angela cut her journalistic teeth in the newsroom as a reporter. She’s been involved in marketing, communications and PR for over 30 years.
When not at work or volunteering her time and expertise in the community, she and her husband Randy enjoy travelling, exploring the Okanagan by boat and playing the occasional game of fairly bad golf.
Mark Cauchi has been Senior Vice President & Chief Information Officer of Alterna Savings and Alterna Bank since 2013. Mark combines a successful consulting, customer service, managed services, and business-focused background with extensive IT delivery and operational experience. He is recognized for strategic vision, innovative problem solving, and effecting organization-wide improvements. Mark holds an MBA from the Ivey School of Business and a Bachelor of Computer Science from the University of Western Ontario.
Mark has served as a Board Director with Our Place Peel, a shelter and centre for homeless youth, and supports a variety of community programs for local youth.
Christopher Goodman is Vice President, Information Technology at G&F Financial Group in British Columbia. He has experience and success in aligning technology to enable and support strategic direction. Chris started with the credit union in 1997 and has provided leadership and guidance through almost twenty years of significant growth. He has been active in the Fiserv Canadian Client Association Executive for twelve years and is currently serving as Chair Person. He has played a key role in liaising between clients and Fiserv, articulating and negotiating outcomes for Canadian Strategic Priorities. Chris is also active in the Back Office Collaborative (BOC), a group formed to help Canadian credit unions achieve economies of scale, remain relevant, generate innovative solutions and create an improved competitive position. Chris holds an MBA in Management of Technology from Simon Fraser University.
Rick Kelln has over thirty years of financial services experience, including diverse roles in Retail Banking, Investments and Securities. In his current role at HSBC Bank Canada, he is Head of Direct Channels with responsibility for alternative channels, including internet, mobile banking and ATM channels.
Rick is also Head of InvestDirect and the retail Contact Centres, with experience in both offshore and onshore servicing and investment transactions. Rick has a unique view of the global landscape including regulatory and technological changes that will impact the way customers access and process banking transactions in the future. Having held diverse executive roles within different areas, he has both an operational and a strategic mindset.
Mohamed (Mo) Ladak has been with Vancity for over 20 years and has held a variety of roles throughout the Financial Co-operative. He is presently the Vice President- Credit & Member Support, which oversees the Retail and Business Credit divisions as well as the Operations Teams for Vancity.
Previous roles held by Mo include the Vice President of Future Proofing for Vancity, leading digital projects and the Vice President of Payment Solutions & Member Services Centre, leading the payments line of business (credit cards, pre-paid cards, foreign exchange and debit) as well as the entire call centre for Vancity. Prior to these roles, Mo grew up through the branch network in a variety of roles and locations.
Over the years, Mo has executed on a variety of different leadership initiatives collaborating with internal and external partners, including implementing new payment technologies; establishing new payment partners; leading key mergers, partnerships and acquisitions; establishing a new training & development team to support the branch network; leading various technology upgrades and replacements; chairing and leading various process re-designs and retail service experience strategies; and leading the selection process for various strategic external partners.
Mo is a 2012 Masters Graduate in the Masters in Management of Co-operatives and Credit Unions offered through St. Mary’s University in Halifax, Nova Scotia.
Serge Léger joined the executive team at Prospera Credit Union in 2017, British Columbia’s fourth largest credit union, bringing with him over 18 years of financial industry in a variety of strategic and leadership roles at both large financial institutions and within the credit union system. He has extensive experience in business strategy, customer value proposition, product management, profit/loss management, digital strategy and omni channel distribution.
Serge currently holds the position of VP Marketing and Member Innovation where he provides leadership for Proposition & Product Management, Business Insights, Promotions, Sponsorship and Community Relations. He champions strategic initiatives and innovative solutions for key target members and continually seeks out best practices from competitors and non-traditional providers to “transform banking”. He has played a strategic role in helping the organization deliver many innovative solutions in the areas of payments, products, channels and distribution to support Prospera’s value proposition for small businesses.
Serge graduated from Saint Mary’s University in 2004 with a Master of Business Administration and also holds a Bachelor of Commerce from Dalhousie University.
Marie Mullally is the President & CEO of CUA, one of the largest credit unions in Atlantic Canada. Prior to this role, Marie was the President & CEO of the Nova Scotia Gaming Corporation (NSGC), a Provincial Crown corporation, for ten years. Under her leadership, NSGC became a recognized world leader for innovative responsible gambling programs. An alumni of Dalhousie University, Marie holds a Bachelor of Commerce and Master of Business Administration degrees. She received the Fellow Chartered Accountants designation from the Institute of Chartered Accountants of Nova Scotia, and was named Chartered Accountant of the Year in 2008.
Marie has also been recognized as one of the top 50 CEOs in Atlantic Canada and holds the Certified Director’s designation from the Canadian Institute of Corporate Directors (ICD). In addition to her work, Marie is an active volunteer in the community. She has served on a number of private, not-for-profit, and public sector boards, including Nova Scotia Business Inc and the Halifax International Airport Authority, where she is currently Vice Chair of those boards as well as the Queen Elizabeth ll Health Sciences Centre Foundation.
Steve Richard is the President and CEO of Teachers Plus Credit Union located in Bedford, Nova Scotia. He is a seasoned professional with over thirty years of experience in the financial services industry. He has been highly successful in senior management roles with banks, a Credit Union Central, credit unions, and a system partner, developing an excellent understanding of the credit union system across Canada. Steve has a broad range of experiences from human resources, financial management, relationship management and entrepreneurial endeavours.
Steve holds a Bachelor of Business Administration that he received from Saint Francis Xavier University. He also holds designations as a Certified Financial Planner, Associate of Credit Union Institute of Canada, Fellow of Credit Union Institute of Canada, and Fellow of Institute of Canadian Bankers.
In financial services for 39 years, Dave has held a variety of executive roles. Dave has been on the chief executive team at FirstOntario Credit Union for the past 12 years, currently its Chief Risk Officer. Previous roles were EVP Sales, Chief Operating Officer, Chief Strategy Officer, and the initial Chief Executive Officer of a newly created Corporate Investment Division now managing $200 million in alternative investments. Dave also has US financial services experience having served as National Sales Officer with CUNA Mutual Group, based in Madison Wisconsin. With the CUMIS Group in Canada Dave held roles of Regional Vice President Atlantic Canada in Halifax, Regional Vice President Western Canada in Vancouver, and National Vice President Sales.
Dave has extensive board experience having served 9 years on the executive committee of the Ontario Credit Union Foundation and upon stepping down in 2019 Dave was recently honored as an inductee into the OCUF’s Wall of Fame. Dave’s current board roles include chair of the Ontario Insurance Advisory Board and a member of the Executive Transition Committee of the Credit Union National Credit Card program.
Supreet Warna is currently the Chief Administrative Officer for Retail Banking and Wealth Management for HSBC. As a senior leader, she oversees many diverse teams that support the retail and wealth business. Her mandate includes Channel Optimization across ATM, Branch, Digital, Contact Center, and Remote Channels. She also leads advanced analytics, data and information management, customer relationship management, business management and sales effectiveness. Supreet is known for her strategic vision, leading teams to overcome business challenges, and strong execution strength.
In addition to Supreet’s role as Chief Administrative Officer, she also serves as a Director on three subsidiary boards for HSBC. Two of these boards oversee businesses with a high degrees of complexity and regulatory oversight. She is also passionate about Diversity and Inclusion and have held leadership positions in many diversity affiliation groups. In 2018, Supreet received a “Woman In Focus” award by the Times of Canada magazine for her efforts.