Members at the Center: Culture in the Service of Financial Well
Transcription
Members at the Center: Culture in the Service of Financial Well
Our member’s financial well-being drives everything we do. • Who is Conexus? • Culture Transformation • Financial Well-being Conexus founding Credit Unions Incorporation and Merger Timeline Moose Jaw Credit Union Ltd. Sherwood Credit Union Ltd. Regina Wheat Pool Employees' Savings & Credit Union Ltd. Sacred Heart Parish Savings & Credit Union Ltd. Holy Rosary Parish Savings & Credit Union Ltd. Burns Employees' Credit Union Ltd. Prince Albert Civic Employees' Savings & Credit Union Riverside Savings & Credit Union Shamrock Savings & Credit Union Ltd. Moosomin Savings & Credit Union Carlton Savings & Credit Union Ltd. Young Savings & Credit Union Wilcox Credit Union Assiniboia Credit Union St. Benedict Credit Union Regina Ukranian Savings & Credit Union Wakaw & District Savings & Credit Union Ltd. Willow Bunch Credit Union Prince Albert Credit Union Coronach Credit Union Rocanville Savings & Credit Union Ltd. Marion Credit Union Ltd. Domremy Savings & Credit Union Ltd Lisieux Savings & Credit Union Ltd. Burr Savings & Credit Union Ltd. Snowden District Savings & Credit Union Ltd. Smeaton and District Savings & Credit Union Ltd. Prairie Savings & Credit Union Ltd. Middle Lake Savings & Credit Union Cudworth Savings & Credit Union Ltd. Bethune Credit Union Readlyn Credit Union Ltd. Langbank Credit Union Ltd. Three Star Credit Union Ltd. Drake Credit Union Spy Hill Credit Union Cupar Credit Union Ltd. Safeway Employees' Credit Union Viceroy Credit Union Ltd. Riverhurst Credit Union Ltd. Central Butte Credit Union Ltd. Wawota Credit Union Ltd. St. Cecilia Credit Union Ltd. Southey Credit Union Ltd. Abernethy Credit Union Ipsco Employees' Savings & Credit Union Ltd. Harvard Credit Union Ltd. Humboldt Credit Union Caronport Credit Union Ltd. Marquis Credit Union Holdfast Credit Union S.T.S. Credit Union Whitewood Credit Union Canadian Martyrs Parish Credit Union Ltd Chamberlain Credit Union St. Charles Credit Union Ltd. 60 CUs -‐‑ 60 Years 80 years old Incorporations 1937 1947 1957 Carlton merged w/ PA Wakaw & District merged w/ PA Rocanville merged w/ Moosomin Snowden District merged w/ Smeaton and District Lisieux merged w/ Assiniboia Prairie merged w/ Moose Jaw Heartland Credit Union Conexus Credit Union Conexus Credit Union 2006 ACE merged w/ Conexus 2006 Regina Wheat Pool Employees' merged w/ Conexus 2006 Conexus merged w/ Conexus 2006 Heartland merged w/ Conexus 2006 PA merged w/ Conexus 2006 Moosomin merged w/ Conexus 2006 S.T.S. merged w/ Conexus Marquis merged w/ Conexus Wilcox merged w/ Conexus Holdfast merged w/ Conexus Drake merged w/ Heartland Assiniboia merged w/ Conexus Sherwood merged w/ Conexus Moose Jaw merged w/ Conexus Chamberlain merged w/ Sherwood Bethune merged w/ Sherwood PA Civic Employees' merged w/ PA Regina Ukranian merged w/ Sherwood Riverside merged w/ PA Whitewood merged w/ Moosomin Humboldt merged w/ Heartland Middle Lake merged w/ Heartland St. Benedict merged w/ Heartland Young merged w/ Heartland Abernethy merged w/ Sherwood Willow Bunch merged w/ Assiniboia Safeway Employees' merged w/ Sherwood Spy Hill merged w/ Moosomin Coronach merged w/ Assiniboia Ipsco Employees' merged w/ Sherwood Viceroy merged w/ Assiniboia Caronport merged w/ Moose Jaw Harvard merged w/ Moose Jaw Southey merged w/ Sherwood Holy Rosary Parish merged w/ Sherwood Langbank merged w/ Whitewood St. Cecilia merged w/ Sherwood Burns Employees' merged w/ PA Cupar merged w/ Sherwood Smeaton and District merged w/ PA Three Star merged w/ Sherwood Canadian Martyrs Parish Ltd merged w/ Sherwood Readlyn merged w/ Assiniboia Shamrock merged w/ Sherwood Wawota merged w/ Moosomin Central Butte merged w/ Moose Jaw Riverhurst merged w/ Moose Jaw Marion merged w/ Moose Jaw Sacred Heart Parish merged w/ Sherwood Burr merged w/ Humboldt St. Charles merged w/ Sherwood Domremy Ltd merged w/ PA Cudworth merged w/ PA 1967 Mergers ACE Credit Union 1977 1987 1997 2007 The Big 5 Squirrel! Our Vision Source: Ann Rhoades – Built on Values – Crea7ng an enviable culture that outperforms the compe77on Values: • Meaningful Difference • Innova7on • Integrity • Con7nuous Learning Competencies: • Personal Accountability • Emo7onal Intelligence • Member Focus • Teamwork • Strategic Thinking (Leaders) • Employee Development (Leaders) Member Experience Monitoring Our Change Journey Source: Dale H. Emery – Managing yourself through change (Sa7r Change Model) The Desert Journey 70-‐20-‐10 Succession Mentorship First and foremost, financial wellness drives everything we do Members are struggling and need our help financially. Financial wellness as defined by members and consumers connect the dots… Conexus Financial Wellness Vision Employee Member Advocates Member Engagement & Brand Member Experience Community wellbeing Strategic Partnerships FW (and Health) Innovation Financial and Community Wellbeing community partnerships & programs employees & members can participate in Integrated financial wellness solutions can be used in tandem with the FHI to help members take charge and “survive today and thrive tomorrow” Conexus FHI Model & Score Financial health & wellness education & solutions Financial Health Tracker App Life event financial wellness advice & solutions Financial Health Check Ups Financial Advisor Conexus team & Proprietary Measure FW Model FW Score The FW Model ar7culates rela7onships between factors that impact financial health (and poten7ally to overall well-‐being). The FW Score is a mathema7cal or sta7s7cal calcula7on that quan7fies financial health – it represents an output of the FH Model. The FW Tracker is a tool to present, store and/or manage the FH Score. FW Tracker FW Applica7ons FW Applica2ons represent different scenarios where the FH Score and/or Tracker tool may be used to guide member interac7ons and decisions. Success is about the aggregate success of our 120,000 member owners. Thank You!