Executive Customer Advisory Board
Sharing insights on how to drive innovation and succeed in the age of digital transformation
Share Ideas | Gain Insight | Lead Change
Doxim’s vision is a thriving population of clients in financial services and regulated industries that are embracing digital transformation. Our role in this vision is to inspire, champion, and deliver this new reality by leading and collaborating with leaders. To achieve this, Doxim works closely with our customers in a variety of ways, including the Doxim® Executive Customer Advisory Board (ECAB).
Doxim Executive Customer Advisory Board mission:
- Identify key market trends, challenges, and innovation opportunities
- Provide strategic insight into the market and the industry needs
- Strengthen the connections throughout the industry ecosystem
Meet Doxim’s Executive Customer Advisory Board Members
Vice President Business Solutions, First West Credit Union
With over two decades’ experience in software, e-commerce and consulting, Dave Arrowsmith is a collaborative leader who thrives on his passion for innovative, yet practical, technology solutions. At First West Credit Union, Dave is responsible for implementing and sustaining IT business solutions to grow and transform Canada's 5th largest credit union. Dave's approach effectively links technology to the business to create measurable results and accelerate innovation, while keeping the member experience front-and-center. Prior to his current role at First West, Dave held senior technology leadership roles, including Interim CIO at Island Savings Credit Union and VP, Professional Services at a Victoria-based software company. Outside of work, Dave enjoys time in the outdoors with his wife and two teenage children. He also holds a private pilot license and loves flying to various spots on the beautiful west coast of BC.
Associate Vice President, Information Technology, Tandia Credit Union
Joe Agro has a long history of serving on credit union system boards, with roles including membership on the Credit Union Services Association (CUSA) Board for over 15 years; appointment as the Chair of the CUSA Technology Committee (“CTC”) from 2002-2010; Everlink Strategic Council for 3 years; and a current seat on the Technology Stream for Back Office Collaborative (BOC). Over the past 3+ years, Joe has been part of Tandia’s merger team, allowing the credit union to grow through three mergers, two performed manually. Joe has also been part of the recommendation enhancements team at Tandia, tasked with developing the credit union’s instance of CRM and LOS products from Doxim. As a past WOCCU (World Council of Credit Unions) World Youth Leadership award winner, Joe has a desire to deliver a high level of service to all.
VP Credit Management, Meridian Credit Union
AVP Application Services, DUCA
Executive Vice President, Information Systems, Libro Credit Union
Scott graduated from the University of Guelph in 1986 with a Bachelor of Science in Agriculture and he holds a Certified Professional Accounting designation. Scott joined Libro in 1986 as an Account Manager. He moved on to found and oversee Libro’s Information Systems Department, which includes the banking system, information technology, software development, quality assurance, and business intelligence & analytics. He is actively involved in the credit union sector and sits on the Payments Modernization Advisory Group, a Central1 committee, as well as the Co-operative Network Services Committee. Scott has been very involved in bringing new mobile debit and credit payment platforms into the credit union industry working with other Large Credit Union Coalition (LCUC) members. Scott and his wife Sandy make their home in London. Scott is a member of the Highland Country Club, has been an active curler for more than 30 years, and he also enjoys golf and biking. He founded the “Libro Freewheelers” in 2011, a team of Libro staff and friends who participate in the annual Multiple Sclerosis Society fundraising bike tour from Grand Bend to London and back.
Senior Vice President, Chief Financial Officer and Corporate Secretary, Westminster Savings Credit Union
As Senior Vice President, Chief Financial Officer and Corporate Secretary, Mary Falconer provides financial oversight, leadership and strategic expertise for Westminster Savings Credit Union and its subsidiaries, and plays a key role in helping position the organization for long-term sustainable growth and success. She has executive oversight for all financial and fiscal management aspects of company operations including budgeting, tax, accounting and financial reporting, treasury, business intelligence and enterprise risk management. Mary also oversees governance, information technology, premises, procurement and contract administration. Mary has more than 28 years of financial management experience. Prior to joining Westminster Savings in 2013, she was the Group Controller at Vancity Credit Union and spent seven years as the Chief Financial Officer at a wholly owned subsidiary of a Swiss bank with responsibility for its offshore activities in the Caribbean. She also spent 13 years in professional services firms, largely in senior audit management roles with PricewaterhouseCoopers and Ernst & Young. Mary is a Chartered Professional Accountant (CPA, CA) and holds a Bachelor of Commerce degree from the University of Alberta and has recently completed the Institute of Corporate Directors program. Ms. Falconer is an advisory committee member of the Juvenile Diabetes Research Foundation and is involved in both personal and corporate fundraising for the Foundation.
EVP & CIO, Affinity Credit Union
Michael joined Affinity in 2014 tasked with leading our IT Security Department, he assumed the role of Director, IT Security in 2017 and joined the Executive Leadership Team in February 2018. Michael has a Bachelor of Science degree from the University of Saskatchewan and a Masters Certificate in Project Management from York University. Additionally he is a Certified Ethical Hacker (CEH), Certified Information Systems Security Professional (CISSP), and earned a Diploma in Operational Research. Michael stewards Affinity’s IT division and ensures we remain a technology leader in the financial services industry with his strong business acumen and broad knowledge of information systems and technology. His professional experience includes information security, application development and network/infrastructure architecture. When he has free time, Michael enjoys spending it with his two daughters and playing goalie in a recreational hockey league. He also volunteers with the Evergreen School Community Council and has recently completed a term as the Chair of the Large Credit Union Coalition (LCUC) Cyber-Security Committee.
Vice President Direct Banking
Lorna understands the importance of creating the best possible member experience and has devoted her 30 year career with Servus Credit Union to raising this standard for the benefit of the organization's members. Lorna has provided oversight and guidance to complex projects including banking system conversions, credit and debit card conversions and the development of products and services. She currently holds the position of Vice President Payments and Banking Solutions, responsible for leadership and direction of payment and card solutions, core banking system development, member relationship management and employee operational support. Lorna has had the honour of representing Servus at two World Council of Credit Unions international events. She continues to pursue her goal of making credit unions the financial institution of choice for consumers. Away from work you will find Lorna at her British Columbia lake house, doting on her grandchildren and watching Sunday football with the family.
VP, Chief Experience Officer, Sunova Credit Union
Chad Willis is the VP, Chief Experience Officer, who works with all staff to ensure members and clients have the products, services, and tools necessary to meet continuously evolving financial needs. Chad believes in building a member-focused environment that is rooted in the long term success of the member, employee, organization, and communities where Sunova operates. Chad holds the MBA, Chartered Investment Manager, and CCE designations.