Members at the Center: Culture in the Service of Financial Well

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!