Credit Unions & Associations

Your AGM shouldn't be decided by the members who happened to show up.

You bring the agenda. We handle the dial list, authentication, voting, scrutineering and the transcript. Fully managed AGMs and member meetings that include phone — so every member is reached, not just the ones who showed up.

FSRA · BCFSA · AMF compliant documentation 100% auditable vote records National reach — all provinces
Converso is Trusted by:
Government of Alberta City of Toronto Ontario Medical Association AUPE — Alberta Union of Provincial Employees UFCW Canada PSAC — Public Service Alliance of Canada Vancouver Coastal Health Government of Ontario Regional Municipality of Wood Buffalo
The member governance challenge

Low attendance isn't a member apathy problem. It's a legitimacy problem.

A notice mailed three weeks out and an in-person meeting on a Tuesday evening doesn't produce a member mandate. It produces a room with a handful of people making decisions on behalf of thousands. And for leaders, that's not just a logistics problem — it's a quiet weight. When a merger vote barely clears quorum, or a board election draws two percent of members, the people in that room know the result can be challenged. They know members who weren't reached won't stay quiet.

<1%
Attendance
AGM attendance at most credit unions and member organizations — governance decisions made by a self-selected few, while the rest of the membership remains unrepresented and uninformed
Credit Union Central of Canada governance research; provincial regulator guidelines
Quorum risk
Merger and amalgamation votes require supermajority approval and minimum turnout thresholds. Low participation doesn't just weaken the mandate — it exposes the result to member challenges and regulatory review under provincial credit union legislation
Provincial Credit Union Acts — Ontario, BC, Alberta, Saskatchewan, Manitoba
Regulator scrutiny
FSRA, BCFSA, and AMF are asking harder questions. "Was the meeting held?" is no longer enough. "Did members actually govern?" is the question your documentation needs to answer — before a challenge is filed, not after
FSRA credit union guidance; BCFSA member consultation requirements; AMF cooperative governance framework
Major decisions carried by low AGM turnout can be challenged. Members who weren't reached don't stay quiet.
An empty AGM is a governance event in name only. A merger vote that barely clears quorum is a result that invites challenge. A board election where two percent of members voted is a mandate that won't survive scrutiny. Credit unions that demonstrate genuine member governance don't just survive regulatory scrutiny — they build the member loyalty that no bank can replicate.
How we serve credit unions and member organizations

Every type of member meeting and governance vote, fully managed.

We've run over 600 events for Canadian organizations. We know what makes an AGM defensible and what makes a merger vote hold up. From a routine annual meeting to a landmark amalgamation to a convention presidential election — the Converso team handles member outreach, live facilitation, real-time voting, and full regulatory-ready documentation.

Annual General Meetings (AGMs)

Satisfy your provincial credit union act's AGM requirement with a fully managed telephone or hybrid meeting. We call every member on your list, present the agenda to the full membership, facilitate live Q&A, and conduct any scheduled votes — all documented and auditable for your regulator.

Explore Meetings →

Merger & Amalgamation Votes

The highest-stakes vote a credit union faces. Converso runs multi-stage member engagement campaigns — information sessions, town halls, and the formal vote — producing the extraordinary participation and clean audit trail a successful M&A outcome requires.

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Board Director Elections

Secret-ballot board elections meeting your provincial credit union act's requirements. Every ballot counted, every result timestamped. No show-of-hands ambiguity, no disputed counts. The cleanest, most defensible director election process available.

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Convention & Delegate Voting

Secure in-person or hybrid voting for conventions, conferences, and delegate assemblies. Converso delivers smartphone-based balloting that eliminates paper ballots and hours of counting — CUPE Québec's 570-delegate presidential election was done in 7 minutes.

Explore Voting →

Governance & Community Meetings

For Indigenous organizations, First Nations councils, and community-based bodies whose members are spread across vast and remote territories — Converso's telephone-based Governance Meetings bring every voice into the room, wherever the room needs to be.

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Bylaw Amendments & Special Resolutions

When a matter requires formal member approval — bylaw changes, capital structure amendments, or regulatory-required votes — Converso convenes the meeting, facilitates the debate, and conducts the vote with full documentation produced same day.

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Case Study — Heiltsuk Nation
Heiltsuk Tribal Council

Governance Meeting — remote coastal communities, full membership participation

The Heiltsuk Tribal Council holds governance meetings for a membership spread across remote coastal communities in British Columbia — communities separated by water, weather, and geography that make in-person assembly impossible for most members. Traditional meeting formats excluded the majority by design.

Converso designed and ran a telephone-based Governance Meeting that reached members across every community — live and two-way. Members heard directly from leadership, asked questions in real time, and voted on governance matters from wherever they were. The format gave the most geographically isolated communities the same access, the same voice, and the same vote as members in Bella Bella.

The complete participation record — attendance, votes, audio, transcript — was delivered for the Council's governance files.

Remote
coastal communities reached — none excluded by geography
Live
two-way Q&A with elected leadership
100%
complete governance record delivered
Heiltsuk People's Assembly — Haíɫzaqv Nation governance meeting
"Converso's virtual town halls gave our members something they've never had before: a direct line to their leadership, from wherever they are in the territory. Our members in the most remote communities had the same voice as those in Bella Bella. That's what self-governance looks like in practice." — Medric (Bo) Reid, CEO, Heiltsuk Tribal Council
Why telephone governance meetings work where in-person fails:
  • ✓No travel — any phone, anywhere
  • ✓Remote members included equally
  • ✓Live Q&A with elected leadership
  • ✓Secret-ballot voting by keypad
  • ✓No internet or app required
  • ✓Complete governance record delivered
Case Study — CUPE Québec

570 delegates. One presidential election. 7 minutes. Zero paper ballots.

At its 34th biennial convention in Québec City in May 2025, CUPE Québec — representing over 110,000 members across the province's public sectors — partnered with Converso to modernize the presidential election at their convention. The traditional paper ballot process had been time-consuming, often taking several hours, and raised security concerns about delegate verification.

Converso implemented a secure electronic voting system for all 570 verified delegates. Each delegate used their own smartphone to cast their ballot — no additional hardware, no paper, no counting delays. The system verified that only authorized delegates physically present in the room could access the vote, satisfying CUPE's constitutional requirements for delegate verification and ballot integrity.

The presidential election was completed in approximately 7 minutes. Delegates and organizers praised the efficiency. The convention schedule ran on time. The result was clean, documented, and beyond challenge.

570
verified delegates — all voted securely via smartphone
7 min
to complete the presidential election — vs. hours with paper ballots
0
paper ballots, additional hardware, or counting delays
SCFP — CUPE Québec
Convention & delegate voting — how Converso delivers it

Secure registration: Only verified delegates physically present in the room can access the voting platform — constitutional compliance built in.

Smartphone balloting: Delegates vote on their own devices. No hardware to distribute. No paper to count. No delays to the convention schedule.

Bylaw compliance: Voting process configured to adhere strictly to your organization's constitutional guidelines and election rules.

Instant results: Results available within minutes of voting close — verified, documented, and beyond challenge.

Complete record: Full audit trail — ballot-by-ballot documentation, chain of custody, and result certification delivered same day.

Plan your convention vote →
What clients say

Trusted by member organizations across Canada's labour and governance landscape.

Governance events don't get second chances — especially contested elections and merger votes. Converso's track record of clean outcomes, high participation, and complete documentation is why organizations return when the stakes are highest.

★★★★★

"The entire process was seamless. Delegates used their smartphones to cast their votes securely. What used to take hours was accomplished in just minutes. Converso's Motion Meetings platform provided an exceptional service that enhanced our convention experience."

Benoit Bouchard, Election Committee Chair
CUPE Québec
★★★★★

"It couldn't have been easier — our delegates used their smartphones to access their ballots and make their choices. What at times took us up to 6 hours took us 39 minutes with Converso's Motion Meetings platform. I strongly recommend using Converso's Motion Meetings platform for live voting at conventions."

Nan McFadgen, Regional VP
CUPE Nova Scotia
★★★★★

"We are very happy with the results of our work with Converso's Motion Meetings platform. We highly recommend them for their service, support and approach to contract ratification. We saved time, money and engaged more members than ever before."

Lori Bossaer, Negotiating Committee Chair
SGEU-PS/GE
How it works

You lead the governance. We make sure every member is part of it.

Converso is not a self-serve platform. It's a fully managed service — our team handles member outreach, live facilitation, real-time voting, and complete regulatory-ready documentation from the first planning call to the final record.

1

Tell us about your event

Share your governance requirements, member list, timeline, and any regulatory constraints. We scope it within one business day.

2

We design and produce everything

Member outreach, scripting, live facilitation, real-time voting, and regulatory-ready documentation — fully managed, start to finish.

3

You show up and lead

You bring the authority and the agenda. We run the event. The transcript, vote record, and post-event report are delivered — typically the next morning.

Clients and partners

Serving member organizations under every major governance framework.

AUPE — Alberta Union of Provincial Employees
UFCW Canada
PSAC — Public Service Alliance of Canada
SEIU
CUPE Nova Scotia
United Nurses of Alberta
Ready to talk?

Know what your members actually think. Start here.

Tell us about your event — audience, timeline, and goals. We'll scope it and return a proposal within one business day.

Picture this: members called directly by phone, quorum met with confidence, votes cast and counted with a full audit trail, and leadership walking away with a clear mandate — not a question mark. That's what every Converso event is designed to deliver.

Going through the motions → Leading with confidence.

Organizations that genuinely hear from the people they serve don't just make better decisions — they build the trust to lead.

Book a 20-minute conversation

Tell us about your event — we'll respond within one business day with a detailed proposal.

Book a 20-minute conversation →

Or see how it works first.

We respond within one business day. No obligation.