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Blogger Ron Shevlin on July 19, 2008
Blogger wazaroff on July 19, 2008
Blogger Lisa Hochgraf on July 21, 2008
Anonymous Denise Wymore on May 13, 2008
Anonymous Morriss Partee on November 14, 2007
Blogger Denise Wymore on November 17, 2007
Blogger wazaroff on November 18, 2007






my upcoming conferences
Internet Marketing Conference Vancouver
BarCampBankBC
Partnership Symposium 2008
IABC Communicating Social Responsibility Conferences
Online Innovations in Financial Services Marketing
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about me
Hi, I'm William. I'm the Director, Online Banking & Engagement at Vancity, Canada's largest credit union.

My opinions and views are just that, and don't reflect the views of my employer (or, perhaps, anyone else).


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read my guest column on NetBanker.com


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My friend Gene.

GonzoBanker of the Month: Gene Blishen of Mount Lehman Credit UnionI'm a big fan of GonzoBanker.

When I first started working at Vancity, I was brand new to financial services and started looking at industry websites to help orient and ground me in my new job.

I quickly came across GonzoBanker, and it is now one of the only leftovers from those early days of bookmarking. Their irreverent coverage of how IT issues can aid and hinder financial institutions is both useful and entertaining.

So today, I was thrilled to see that they named my friend Gene Blishen as their GonzoBanker of the Month.

Gene is my hero. He is a philosopher, humanitarian, technologist, futurist, banker and a decent, decent man. I look forward to reading his blog whenever he updates it, and his name always comes up when the people I respect the most name the people they respect the most.

It is an honour to be his direct BC credit union peer, be able to access his sage advice and plan BarCampBankBC with him.

So congrats Gene. Well deserved!

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posted on Friday, July 18, 2008

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See you in Minneapolis.

CUES ExperienceI'm off to Minneapolis tomorrow for CUES Experience.

I'm excited to see so many of my CU alum there, including Morriss Partee, Tim McAlpine, Robbie Wright, Denise Wymore, Brent Dixon, and am most excited to finally meet Ron Shevlin, Steve Williams and Christopher Stevenson in person after months of being eConnected. I hope I didn't miss anyone - did I?

I'm presenting a Credit Union case study from Vancity, covering who we are, how we show up and how we leverage social media. Should be a good presentation.

It's also been a fantastic way to procrastinate finishing my chapter for the new Age of Conversation. Truth be told, I'm starting to panic, it's due in 3 days.

If you'll be in Minneapolis, please say hi.

Now I gotta figure out how to transport fresh fruit across the US-Canada border, because my son Ivan is expecting tiny apples from a place called Minneapolis (say it aloud).

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posted on Monday, May 12, 2008

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Speaking at CUES Experience.

CUES ExperienceI'm excited to be going to Minneapolis in May to speak at the new CUES Experience: Immersion Learning for Marketing, Technology & Operations Leaders. This is a new conference CUES is putting on, and they're planning on mixing a traditional conference with on-site visits to some of the more innovative companies in Minneapolis.

They have some amazing speakers lined up, including Arkadi Kuhlmann from ING Direct, Jeremy Gutsche founder of trendhunter.com, Steve Williams and Terence Roche of Cornerstone Advisors and GonzoBanker.

But, I'm especially excited to meet one of my favourite bloggers, Ron Shevlin.

Plus I've never been to Minneapolis, so that should be very fun. I'll do my best to live blog it as well.

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posted on Friday, November 09, 2007

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GonzoBanker is amazing, again.

I've been a casual reader of GonzoBanker for some time. I think I first got hooked in with their amazing summation of a bank boardroom discussion of Generation Y. So funny and insightful, and it reminded me of a few painful meetings I've attended in my short banking career.

Then, more recently, I fell in love with their prophetic piece on the demise of the banking industry. This article actually gave me great hope because so many people (including execs) at Vancity were emailing the link around. Great to work at a place where so many get it.

But today I'm commenting on their newest article, Web 2.0: It's Not Just for Customers Anymore. The article makes an excellent case for banks to begin using social media, like blogs and wikis, internally as a way for staff to become more comfortable with and aware of these tools before embarking on a public-facing web 2.0 project.

One of the things that's been interesting for me working at Vancity is the focus on the branch employee experience. I am very head-office-centric. I work at head-office and that's where I see decisions getting made. But the majority of the employees live in the branch system. It's what keeps everything running, and is the real centre of the company - where the action is. And yet there are 50+ branches, so it's a hard world for people to feel connected to each other, share ideas and collaborate. It must be a very disconnected feeling, working out at a branch in Abbotsford, far away from any other Vancity branch, or head-office.

This problem is even greater with big banks. It must be hard to keep up any sense of cohesion amongst employees in such a fragmented, fractured work-place. This is where the future of the intranet comes in - allowing cross-company, inter-employee collaboration, idea sharing, building and communication. Hierarchies need to get flattened (what, a bank with hierarchies?) and everyone needs a voice at the table.

The writer of the GonzoBanker article, Cornerstone Senior Director Tripp Johnson does an outstanding job of putting down the reasons why banks should be using web 2.0 internally:

He also provides many reasons why the vast majority likely never will:

A great article. The main thing I love about GonzoBanker is that they're on the inside pushing for change and innovation among their peers.

PS: Oh, and I'm not just talking up this article because they unexpectedly linked to my blog as an example of industry folk who use social media (but thanks for the link-love, Tripp)!

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posted on Sunday, August 05, 2007

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