Your members are spread across dozens of branches. Your governance requires their voice. Converso reaches every one of them.
Credit unions are built on member democracy — but members are spread across large service areas, seldom attend in-person AGMs, and must be reached and heard on the decisions that matter most: AGMs, merger votes, bylaw changes, board elections. Converso delivers live, two-way telephone meetings that bring every member into the conversation, wherever they are, whenever it matters.
Credit union governance runs on member democracy — but most members never show up to exercise it.
Members live and work across entire regions — sometimes across multiple provinces. They joined for financial services, not governance meetings. And when your bylaws, provincial credit union act, or federal regulator requires a member vote — for an AGM, a merger, a bylaw change, or a board election — a notice mailed three weeks out and an in-person meeting on a Tuesday evening does not produce meaningful participation.
We are the strongest path from a member notice to a representative, auditable, defensible vote.
When your board has approved a merger proposal, or when your AGM requires a bylaw amendment, or when a contested board election demands a clean, verifiable result — Converso calls every eligible member directly, convenes the meeting live and two-way, takes member questions, conducts the vote, and delivers a complete auditable record before the session closes. We do this across every Canadian province. We do this for memberships of thousands. We've done it for the highest-stakes governance moments that credit unions face — and we can do it for yours.
Every type of member meeting and governance vote, fully managed.
From a routine AGM to a landmark merger vote — Converso handles the member outreach, live facilitation, real-time voting, and full documentation so your leadership focuses on the message, not the mechanics.
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 — town halls, information sessions, and the formal vote itself — producing the extraordinary participation and clean audit trail that a successful M&A outcome requires.
Explore Voting →Board Director Elections
Secret-ballot board elections meeting your provincial credit union act's election requirements. Every ballot counted, every result timestamped. No proxy irregularities, no show-of-hands ambiguity. The cleanest, most defensible director election process available.
Explore Voting →Bylaw Amendment Votes
Amending bylaws requires member approval by a specified threshold — and a defensible record that the vote was properly conducted. Converso manages the member consultation meeting and the formal vote, producing the documentation required by your provincial regulator.
Explore Voting →Member Education Town Halls
Keep members informed and engaged between governance events — financial results, strategic direction, product changes, community programs. Telephone town halls with live Q&A give every member a real voice without requiring them to attend in person.
Explore Meetings →Special Resolution Meetings
When a matter requires a formal special resolution — capital structure changes, significant asset dispositions, or regulatory-required member approvals — Converso convenes the meeting, facilitates the debate, and conducts the vote with full documentation.
Explore Meetings →Regional credit union AGM — reaching members across 50+ branch locations in a single province
A provincial credit union with over 60,000 members and branches from urban centres to rural communities had a persistent AGM challenge: members were spread across a large geographic service area, and the single in-person AGM held annually at the head office reached fewer than one percent of the membership. Governance decisions — board elections, bylaw amendments, financial year-end reporting — were being made by a tiny, self-selected slice of engaged members.
Converso was engaged to design and run a telephone AGM that reached the full membership. We built a member outreach campaign across multiple contact attempts — robocall, IVR, and SMS — announcing the telephone AGM, the agenda, and how to participate. On AGM day, members called in from across the province. A live moderator ran the agenda, the CEO presented the annual report and answered member questions live, board elections were conducted by telephone keypad ballot, and bylaw amendments were voted on in real time.
Participation increased dramatically. The board received the most competitive election in the credit union's history. The documentation package — attendance, vote tallies, audio, transcript — was delivered the following morning and submitted to the provincial regulator within the required filing window.
- ✓No travel — any phone, anywhere
- ✓Rural members included equally
- ✓Live Q&A with the CEO and board
- ✓Secret-ballot board elections
- ✓Bylaw votes by keypad — instant
- ✓Full regulator-ready documentation
Merger & amalgamation vote — managing member communication and the formal ballot across two credit unions
Two mid-size credit unions in Western Canada were pursuing a merger. Their combined membership exceeded 40,000 members across both organizations — geographically dispersed, with varying levels of prior engagement with their credit unions. Both provincial regulators required a formal member vote, with a two-thirds supermajority, conducted within a defined window.
Converso was engaged to design and execute the full member communication and voting program. A multi-stage campaign began six weeks before the vote: member information sessions by telephone to explain the merger rationale, answer questions, and address concerns — followed by a formal vote event that combined live discussion with a binding telephone ballot.
The pre-vote town halls dramatically reduced the volume of contested questions on vote day. Members who had concerns heard them addressed publicly before the formal ballot. On vote day, the combined membership turnout exceeded regulatory requirements. The supermajority threshold was met. The full vote documentation — chain of custody, individual ballot records, aggregate results — was delivered to both regulators within the filing window.
The merger closed on schedule. No member challenges were filed. The vote record was clean.
Weeks 1–2: Member list consolidation, contact number verification, joint communications planning with both boards.
Weeks 3–4: Member information town halls — live telephone sessions explaining the merger, answering questions, building informed consent.
Week 5: Pre-vote outreach — robocall, SMS, and IVR to every eligible member with vote date, time, and how to participate.
Vote day: Live telephone meeting. CEO presentations. Member Q&A. Formal ballot by keypad. Real-time tally. Quorum and threshold confirmation live.
Post-vote: Full vote record, chain of custody documentation, and regulator-ready package delivered within 24 hours.
Plan your M&A vote →Trusted by boards and CEOs across the Canadian credit union sector.
Credit union governance events don't get second chances — especially merger votes. Converso's track record of clean outcomes, high participation, and complete documentation is why credit union leaders return when the stakes are highest.
"For the first time in our history, our AGM actually represented our membership. Members called in from remote communities, from farms, from cities across the province. Everyone had the same access, the same voice, and the same vote. That's member democracy working the way it's supposed to."
"We needed our merger vote to hold up to regulator scrutiny and potential member challenge. Converso designed the full campaign — the information sessions, the pre-vote outreach, the formal ballot. Every step was documented. The vote passed. Not a single challenge was filed. That peace of mind is invaluable."
"Our members are spread across a service area that spans three hours of driving. In-person meetings never worked for us. Converso gave us a way to actually engage the membership on issues that matter — and the documentation they provide meets every regulatory requirement we face."
You lead the governance. We make sure every member is part of it.
Converso is not a self-serve voting platform. It's a fully managed service — staffed by experienced Canadian professionals who handle member outreach, live facilitation, real-time voting, and complete regulatory-ready documentation from first planning call to final record.
Discovery & Member List Review
We review your member contact list, geography, provincial requirements, vote thresholds, and agenda. We verify callable numbers and identify coverage gaps. Most quotes returned within one business day.
Campaign Design
For major governance events like mergers, we build multi-stage campaigns: information sessions, pre-vote education, and the formal ballot — each with its own script, moderator guide, and member communication materials.
Member Outreach
Robocall, SMS, and IVR to your full member list — announcing the meeting, the agenda, and how to participate. Multi-attempt outreach ensures every reachable member is notified. Bilingual (EN/FR) available.
Live Meeting & Vote
Members join by phone from anywhere in Canada. A live moderator runs the meeting, facilitates Q&A with the CEO and board, and conducts votes by keypad in real time. Two-way, fully participatory, fully recorded.
Regulatory-Ready Documentation
Attendance log, vote tallies with chain of custody, audio recording, verbatim transcript, and election or ballot results — delivered to your team within one business day and formatted for provincial regulator filing.
Serving credit unions under every major provincial and federal framework.
Services Authority
Union Act
Central of Canada
Caisses Populaires
Co-operatives
Associations
Organizations
Tell us about your next member governance event.
AGM, merger vote, board election, bylaw amendment, or member education forum — we'll scope it, staff it, and deliver a fully documented, legally compliant member meeting. Most quotes returned within one business day.
- National reach — members across all Canadian provinces and territories
- M&A vote specialists — multi-stage campaign design and execution
- Bilingual (EN/FR) events available for bilingual member bases
- Regulatory-ready documentation for all provincial credit union acts
- 100% auditable vote record — every ballot on file with chain of custody
- Canadian-owned and operated — no cross-border data exposure
Get a Quote
Tell us about your event — we'll respond within one business day.