1. 2003 CUMA Conference National Report: System Trends
Joanne De Laurentiis
September 15, 2003
Huntsville, Ontario

2. National Report: System Trends
Agenda:
Reducing Operating Costs
Finessing the Regulatory Framework
Supporting System Restructuring

3. National Report: System Trends
Reducing Operating Costs
Debit Transaction Switching - Migration Project to new provider – SwitchCo (joint venture of Celero Solutions and NYCE Network)

4. National Report: System Trends
Reducing Operating Costs (con’t)
Switching Migration Project
Strategic Procurement Discount Program
(For more information about Strategic Procurement, contact Donna Bailey at )

5. National Report: System Trends
Reducing Operating Costs (con’t)
Switching Migration Project
Strategic Procurement Discount Program
National Connectivity

6. National Report: System Trends
Reducing Operating Costs (con’t)
Switching Migration Project
Strategic Procurement Discount Program
National Connectivity
Common Point of Purchase (CPP)
(For more information about the CPP Alert system, contact Lorraine Ogley at )

7. National Report: System Trends
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Reducing Operating Costs (con’t) –
Common Point of Purchase (CPP)
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8. National Report: System Trends
Finessing Regulatory Framework
Current
Cost of credit disclosure
Privacy and money laundering courses & procedures
Retail association definition
BIS rules
Future
Preparing for Legislative Review – 2006

9. National Report: System Trends
Finessing Regulatory Framework (con’t)
Legislative Review – 2006
Regulatory Harmonization
Cost of credit disclosure rules
Privacy legislation compliance

10. National Report: System Trends
Finessing Regulatory Framework (con’t)
Legislative Review – 2006
Regulatory Harmonization
BIS & Capital Adequacy Standards

11. National Report: System Trends
Supporting System Restructuring
CUSOURCE™
Credential Group
Credential Financial Inc.
Ethical Funds Inc.

12. National Report: System Trends
Supporting System Restructuring
CUSOURCE™
Credential Group
Broader system:
OPCO
Celero Solutions
SwitchCo
League Data/CGI
Genesis

13. National Report: System Trends
Credit Union Central of Canada
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