Selling a company is something most business owners will only encounter once in their lifetime. Over the years, we've met with thousands of business owners and noticed that the same questions and concerns come up repeatedly. To that end, we've launched our Well Capitalized Interview Series to help demystify the process of selling one's business. We interview private equity investors, business owners who have partnered with private equity groups, and professionals well-versed in legal, tax, accounting, environmental and other aspects of business transactions.
Conversation with Alex Roettger from Weyburn Credit Union/Saskatchewan Young Leaders about the new generation of leaders arriving in the credit union system.
A discussion with Annette Bester, Partner with MNP about the second order effects of the pandemic and particular challenges and opportunities for the credit union system.
A discussion with Randy Tate, Vice President of Member Experience with Lakeland Credit Union about the Heroes Account and business development by community.
A discussion with Alexa Creelman, Manager of Member Relations with Central 1 about ESG and the credit union difference.
A discussion with Tarek Williams, Commercial Account Manager at Servus Credit Union about the similarities between lending and wealth management, opportunities for differentiation in the credit union system, and being creative during the pandemic.
A pre-pandemic discussion with Matt Waynert and Michael Davison about mergers, the importance of being big and of being small, and the future of the credit union system.
A discussion with Cary Ransome, Chief Retail and Operating Officer at Innovation Credit Union about managing the COVID-19, the pandemic as trend accelerator, and the federalization effort at Innovation Credit Union.
It's been a long hiatus, but Well Capitalized is back.
A discussion with Ian Burns, CEO of Alberta Central, about the Alberta Central rebrand, credit union consolidation, and the future of provincial centrals.
A discussion with Brenda Lyons, Brand and Marketing Manger at Affinity Credit Union about the credit union story, Affinity's recent video, and big ideas for story telling.
A discussion with Tom Bryk, CEO of Cambrian Credit Union about efficiency as strategy, Achieva Financial, and developing a focused credit union.
A discussion with Alex Kostenko, Manager of Strategy and Innovation at Sunshine Coast Credit Union about innovation hubs, collaboration, CUSOs, and need for change management in credit union land.
A discussion with Chris Catliff, CEO of Blueshore Financial about credit union 3.0, building a differentiated credit union, and the possible future of the credit union industry.
A discussion with Chris Inniss, CEO of AWCCU Financial (PathWise Credit Union) changing his credit union's name, mergers and amalgamations, and how credit unions should think about their evolving identity.
A discussion with Gerald Hauta, General Manager of Unity Credit Union about his 35+ year in the credit union system, mergers and amalgamations, and passing the values of cooperation on to the next generation. Many thanks to Gerald and everyone at Unity Credit Union as I approach my last day of work there after 4.5 years!
Short interviews from the SYL Retreat held in Elk Ridge, SK. Questions about take-aways, how the attendees connected to one another, and favourite speakers. Apologies to all whose interviews were lost due to wind/background noise!
An interview with Buffy Duke, SVP Client Development with Central1 about MemberDirect, Forge, the changing digital landscape, and change management.
A conversation with Don Norris, VP Marketing at Servus Credit Union about credit union marketing, the Servus brand, and The Big Share.
A conversation with Francesco Sorbara, Member of Parliament for Vaughan-Woodbridge about the all party credit union caucus, credit unions' contributions to the Canadian economy, and coming opportunities and threats for credit unions.
A conversation with Barb MacLean, Director of Application Development, Banking, and Omnichannel Solutions & Services with Celero about cooperative difference, technology, and the changing banking industry.
A conversation with Eric Bulmash Manager of Community Business with Vancity about the gig economy, entrepreneurs, freelancers, the research he has done on their unique needs, and the ways credit unions can innovate to help them.
A conversation with Cameron Madill about The Remarkable Credit Union Podcast, best practices, and an American perspective on Canadian credit unions.
A conversation with Amie Warkentin about National Young Leaders Committee, developing leaders, and growth in formative years of a career.
A conversation with Ian Heggstrom, General Manager of Turtleford Credit Union about credit union mergers, challenges facing small credit unions, and the future of Saskatchewan credit unions.
A conversation with Marc-Andre Pigeon Assistant Vice President, Financial Sector Policy with Canadian Credit Union Association about the bank/banker/banking legislation, market code, and lobbying.
A conversation with Veronica Wilgosh, Manager, Lending Compliance & AML Consulting with SaskCentral about Credit Union Managers Association (CUMA), the 2018 tradeshow and convention, and thoughts on networking and connecting in a changing credit union system.
A conversation with Martha Durdin, CEO of Canadian Credit Union Association about Enterprise Magazine moving to CCUA, thought leadership, and her favourite article of the year.
A conversation with Bill Packham, CEO of Aviso Wealth about the creation of Aviso Wealth, the implications for the average investor, and advice about bitcoin.
A conversation with Erin Hancock, Manager of Promotion and Partnership, Co-operative Management Education at Saint Mary's University in Halifax about SMU's programs and the importance of graduate level education in the cooperative sector.
A conversation with Clayton Stol, Segment and Product Analyst with Prospera Credit Union, about Open Anywhere, member service, and convenience.
An interview with Garth Davis, Managing Director with New Market Funds about the Canadian Cooperative Investment Fund.
An interview with Crossroads Credit Union's Brittany Halkyard about her credit union journey, Saskatchewan Young Leaders, and the importance of developing leadership talents.
An interview with Innovation CEO Dan Johnson about federal credit unions, community stakeholders, and Innovation Credit Union's endeavor to become federally regulated.
An interview with Karen Hoffmann, Chief Governance Officer at Vancity, about social capital and social responsibility, social capital in urban contexts, redefining wealth, and more.
An interview with Conexus CEO Eric Dillon about social capital in the context of large credit unions, the future of non-geography-based communities, and opportunities for credit unions to serve their purpose in the contemporary context.
An interview with Kate Martin, Policy Analyst for Canadian Credit Union Association (CCUA), about credit union social capital origins, social capital in dissimilar contexts, the role of social responsibility in social capital, raising awareness for credit unions, and more.
An interview with Servus Credit Union Director Corporate Social Responsibility Vern Albush about credit union impact, community wellness, the nature of community in a diverse and broad organization, maintaining trust and legitimacy in the public, and more.
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