Jamie McLeod (Chair)
Ms. McLeod is currently employed with Your Neighbourhood Credit Union and has had the privilege to grow and develop 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, Ms. McLeod 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.
Ms. McLeod 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 that Angela oversees marketing for: 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 $2Million 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.
Mr. Cauchi has been Senior Vice President & Chief Information Officer of Alterna Savings and Alterna Bank since 2013. Mr. Cauchi 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. Mr. Cauchi holds an MBA from the Ivey School of Business and a Bachelor of Computer Science from the University of Western Ontario.
Mr. Cauchi 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
Mr. 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. Mr. Goodman 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.
Mr. 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 and mobile banking and ATM channels.
Mr. Kelln is also Head of InvestDirect and the retail Contact Centres, with experience in both off shore and onshore servicing and investment transactions. Mr. Kelln has a unique view of the global landscape including regulatory and technological changes that will impact the way customer’s access and process banking transactions in the future. Having held diverse executive roles within different areas, he has both an operational and strategic mindset.
Mr. Ladak has been with Vancity for twenty-four 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 Mr. Ladak 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) and the entire call centre for Vancity.
Prior to these roles, Mr. Ladak grew up through the branch network in a variety of different roles and locations.
Over the years, Mr. Ladak 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 of various strategic external partners.
Mr. Ladak is also 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.
Ms. Mullally is the President & CEO of CUA, one of the largest credit unions in Atlantic Canada. Prior to this role, Ms. Mullally 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, Ms. Mullally 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.
Ms. Mullally 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, Ms. Mullally 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.
Mr. 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. Mr. Richard has a broad range of experiences from human resources, financial management, relationship management and entrepreneurial endeavours.
Mr. Richard 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.