How to Separate an Outsourced Chief Investment Officer from a Pretender
By Anthony Messina Those working and running foundations have more to accomplish in a day than ever before. They are tasked with fundraising, event planning, evaluating giving options and the oversight of the portfolio. All of this while functioning within a budget and dealing with human resources and other operational …
Decentralized Finance: The New Generation of Services
Inside The Value of Institutional DeFi Special Report Decentralized finance (DeFi), which uses blockchain-based smart contracts to execute a variety of financial services activities, has seized the attention of technology developers, investors, and financial institutions. DeFi protocols have already enabled nascent markets in the crypto-asset industry on public blockchains, such as …
Buy Now, Pay Later, Poised to Evolve Payments Landscape
By Jon Purther As we continue to move into an increasingly digital world, we are seeing major shifts in payment trends. These shifts are driven by consumers’ changing expectations, behaviours and needs — and are facilitated by payment innovation and evolving technologies. One of the most prominent trends in Canada …
Sustainable Digital Infrastructure: Modernizing Financial Institutions
By Andrew Eppich Financial institutions in Canada and around the world are facing increased pressure to transform their offerings and systems to remain competitive and relevant with quickly evolving customers. Additionally, with continued pressure from rapidly evolving regulations, increased competition and the financial impact of the COVID-19 pandemic, the banks, …
How Banking-as-a-Service (BaaS) Can Fuel the Future of International B2B Payments
By Thomas Anderson Digitalization has been central to banking since the introduction of ATMs in the late 1960s. It has led to a rapid change in the way customers want to interact with money or matters related to it. With accelerating digital transformation changing operational risks, there has been a …
CFO CV – Fall 2022
The Ontario Securities Commission (OSC) is announcing that Kevan Cowan began his term as OSC Chair of the Board effective December 15, 2022, by way of an Order in Council approved and ordered by the Lieutenant Governor of Ontario. “I am honoured to take on this leadership role with the …
Talking Points
In an especially difficult year for many, Meridian employees rallied round for their communities with a Holiday Food & Toy Drive and doubled down to give more time and money through its Employees Corporate Giving Program. Senior leaders made a surprise donation of $67,000, which is being shared with three …
Make the Most of Your Donations this Year
Charity Intelligence’s Top 10 Impact Charities to help Canadian donors find charities making the greatest impact. Most charities claim that they “make a difference” in the lives of those they work with, but it is very difficult for donors to tell how much of a difference any given charity is …
Four Types of People a Gift Officer Needs to Succeed
By Jenny Love The role of the gift officer is that of a director, not the star of the show. Gift officers set up strategy discussions between prospects and influential people at their organization, and they are responsible for follow-up and solicitation. But during the discussions themselves they should play …
Leading a Movement to Drive Change for Mental Health
By Sarah Chamberlin We are in the midst of a global mental health crisis. Mental health has historically lagged behind other areas of research and care, and it continues to be riddled with trial and error. People often search and suffer for years before finding the right treatment for their …