Schedule of Events 8:30 am Trade Show Booths Open 8:30am — 9:30am Registration 9:30am — 9:45am Welcome Special Guest: Lori Barker Canadian Cancer Society 9:45am — 10:30am Targeting Gen Y: It’s All About Engagement Keynote Speaker: Elaine MacDonald 10:45am — 11:45pm Breakout Training Session 1 Cash Draws 12:00pm — 1:25pm Service Awards Banquet 1:35pm — 2:35pm Breakout Training Session 2 Cash Draws 2:35pm — 3:00pm Booth Displays/Afternoon Break 3:00pm — 4:00pm Breakout Training Session 3 Cash Draws 4:00pm — 4:15pm Door Prizes and Closing 4:30pm Trade Show Booths Close

Valerie McGee Montague Credit Union

5 Years of Service

Donna Cahill Central Credit Union

Heather Buote Central Credit Union

Vernon MacInnis Central Credit Union

Craig MacLean Evangeline Credit Union

Kelly MacDougall Evangeline Credit Union

Mark Campbell Evangeline Credit Union

Sandra Palmer Evangeline Credit Union

Benjamin Murphy Evangeline Credit Union

Janet MacIsaac Malpeque Bay Credit Union

Marla Hunter Malpeque Bay Credit Union

Susan Silliker Metro Credit Union

Photo Not

Available

5 Years of Service

Karen Gallant Stella Maris Credit Union

Jaime LeClair Tignish Credit Union

Lorna Desroches Tignish Credit Union

Tina Skerry Tignish Credit Union

Tracy Fennessey Tignish Credit Union

10 Years of Service

Charlotte Coughlin Central Credit Union

Melissa S Gallant Central Credit Union

Heather Sampson Morell Credit Union

Amanda Murphy Consolidated Credit Union

10 Years of Service

Sandra Hickey Consolidated Credit Union

Ellen Meerburg Metro Credit Union

Sandra Larkin Metro Credit Union

Susan Hardy Metro Credit Union

Anne Doherty Montague Credit Union

Photo Not

Available

Phyllis Ramsay Evangeline Credit Union

Noelle Cole-MacEwen Malpeque Bay Credit Union

Darlene Young Metro Credit Union

Darrell Theriault Metro Credit Union

Photo Not

Available

Mary Lynn Mahar Metro Credit Union

Photo Not

Available

Tanya Bernard Consolidated Credit Union

Pete Peters Consolidated Credit Union

Photo Not

Available

10 Years of Service

Cherie Chapman Souris Credit Union

Barbara Murphy Consolidated Credit Union

Keith Johnston Consolidated Credit Union

Mary Lou Profitt Consolidated Credit Union

Helen Antle Souris Credit Union

Photo Not

Available

Photo Not

Available

Carol Doucette Stella Maris Credit Union

Irene Gallant Tignish Credit Union

15 Years of Service

15 Years of Service

Renee Williams Metro Credit Union

Colleen Handrahan Tignish Credit Union

Diane MacInnis Evangeline Credit Union

Heather Banks Evangeline Credit Union

Joan St. John Evangeline Credit Union

Ambyr Clark Malpeque Bay Credit Union

Bonnie MacRae Malpeque Bay Credit Union

Heather Bernard Malpeque Bay Credit Union

Bert Ronahan Metro Credit Union

Dianne MacDonald Metro Credit Union

Gwen MacDonald Metro Credit Union

Photo Not

Available

Stacey Perry Tignish Credit Union

Sherri Clark Morell Credit Union

20 Years of Service

Thelma Blanchard Evangeline Credit Union

Noella Gaudet Malpeque Bay Credit Union

Brian Gallant Metro Credit Union

Connie Hennessey Metro Credit Union

Colleen A Doiron Stella Maris Credit Union

Colleen M Doiron Stella Maris Credit Union

Theresa Toombs Stella Maris Credit Union

Maureen McGarry Morell Credit Union

25 Years of Service

Angele Gallant Evangeline Credit Union

Marc LeClair Malpeque Bay Credit Union

Adele McGuire Metro Credit Union

Ron MacLellan Stella Maris Credit Union

Susan Gaudet Tignish Credit Union

Kelly Culleton Consolidated Credit Union

30 Years of Service

Marjorie Chaisson Souris Credit Union

Marlene Perry Central Credit Union

Gisele Arsenault Evangeline Credit Union

Photo Not

Available

Judy Gallant Stella Maris Credit Union

Louis Shea Tignish Credit Union

35 Years of Service

Susan Bourque Malpeque Bay Credit Union

Ray Giddings Metro Credit Union

Credit union staff are committed to providing their membership with the very best of service. CUSOURCE Knowledge

Network is committed to ensuring you have access to the training and development you need to fulfill that commitment.

Below are the “Learning Next Steps” that support each of the sessions presented at this years

PEI Staff Conference. They may be of interest to you in the coming months.

Please contact client solutions if you have any questions about these or any other courses we offer.

PEI Staff Conference – 2011 – Learning Next Steps

TFSAs, RRSPs and Other Fascinating Investment Stuff!

• Tax Free Savings Accounts; The Fundamentals

• RRSP Fundamentals – CU01-RRSP

• Advanced RRIFs – CU02-ARIF

Estate Planning and Family Trusts - McInnes Cooper

• Handling Estates Effectively – CU02-HEE

• Advanced RRSPs – CU02-ARSP

• Fundamentals of Personal Financial Planning

Sorting out the Cards - Barry Stewart

• Consumers and Debit Cards – CU01-DC

• Credit Union Products and Services – CU00

Why Build a Sales Culture Anyway? - Robert (Bob) Gregory

• Finding the Pain You Can Cure – CU04-91

• Completing Outbound Sales Calls – CU04

• Moving from Product Selling to Solution Selling

Discovering Sales Opportunities and turning Opportunities into Sales

• Opportunity Spotting - In-House (1 hour webinar)

• Presenting Your Solution – CU04-91-S0145• Presenting Your Solution – CU04-91-S0145

Insurance Products - Allan Zilkowsky

• Credit Union Products and Services – CU00

• Industry Overview – The Insurance Industry

• Advanced Product Knowledge – CU01-MSR

All Aboard: How Staff Involvement Can Make or Break a Youth Strategy

• Generating Creative and Innovative Ideas: Maximizing Team Creativity

• Effective Team Communication – CU04-TEAM02A04

New Polymer Bank Notes - Allan Paquet

• Managing the Stress of Organizational Change

• Preparing for Organizational Change - CU04

• Communicating During Organizational Change

Emotional Intelligence - Bert Ronahan

• Developing Emotional Intelligence - CU04

• Emotional Intelligence and Teamwork - CU04

• Increasing Emotional Intelligence- CU04-

When Conversations Turn Difficult Unexpectedly - Kathryn Coll

• Communicate for Results - CU04-74-C0004

• Difficult Interactions - CU08-HMM-DI

CUSOURCE Credit Union Knowledge Network

300 The East Mall

Suite 500, Toronto ON M9B 6B7

Tel: 1-888-367-1386

Website: www.cusource.ca

email: clientsolutions@cusource.ca

ROUND TWO: SEPTEMBER 2011

Credit union staff are committed to providing their membership with the very best of service. CUSOURCE Knowledge

Network is committed to ensuring you have access to the training and development you need to fulfill that commitment.

Below are the “Learning Next Steps” that support each of the sessions presented at this years

PEI Staff Conference. They may be of interest to you in the coming months.

Please contact client solutions if you have any questions about these or any other courses we offer.

Learning Next Steps

TFSAs, RRSPs and Other Fascinating Investment Stuff! - Paul Chessman

Tax Free Savings Accounts; The Fundamentals - CU01-TFSA ONLINE eLearning

ONLINE eLearning

Dec 15 - Halifax

McInnes Cooper

HEE Contact us for dates

Dec 14 – Halifax

Fundamentals of Personal Financial Planning – CU00-240 CoHort or Self Study

DC Included with your subscription ONLINE

CU00-185 CoHort or Self Study

Robert (Bob) Gregory

91-S0143 SkillSoft ONLINE eLearning

CU04-SALE0123 SkillSoft ONLINE eLearning

Moving from Product Selling to Solution Selling – CU04-91-S0141 SkillSoft ONLINE eLearning

Discovering Sales Opportunities and turning Opportunities into Sales - Robert (Bob) Gregory

House (1 hour webinar) Contact us for details

S0145 SkillSoft ONLINE eLearningS0145 SkillSoft ONLINE eLearning

CU00-185 CoHort or Self Study

The Insurance Industry – CU04-INDO01A13 SkillSoft ONLINE eLearning

MSR-M6 MSR Start ONLINE eLearning

All Aboard: How Staff Involvement Can Make or Break a Youth Strategy - Elaine MacDonald

Generating Creative and Innovative Ideas: Maximizing Team Creativity-CU04-PD-09A02 One Hour

TEAM02A04 SkillSoft ONLINE eLearning

Managing the Stress of Organizational Change – CU04-PCBI-MGBI004 SkillSoft ONLINE eLearning

CU04-PD13A02 SkillSoft ONLINE eLearning

Communicating During Organizational Change - CU04-PD0303 SkillSoft ONLINE eLearning

CU04-R-SO-DEI SkillSoft ONLINE eLearning

CU04-COMM0903 SkillSoft ONLINE eLearning

-COMM0904 SkillSoft ONLINE eLearning

Kathryn Coll

C0004 SkillSoft ONLINE eLearning

Harvard ManageMentor ONLINE eLearning

Booth Display Participants As part of the 2011 PEI Credit Union Staff Conference, we welcome our

partners joining us today to share valuable information with us!

Please take the time to visit their booth displays during today’s event.