Client Forum Agenda – Park Hyatt, Toronto, October 10 -12th, 2007

Wednesday October 10, 2007 Activity Speaker Hours Location Check-in and Registration 3:00 – 5:00 PM Mezzanine Lounge Cocktail Reception 5:00 – 7:00 PM Rooftop Salon Thursday October 11, 2007 Activity Speaker Hours Location Breakfast/ Networking Pavilion Opens 7:00 – 8:15 AM Networking Pavilion Opens Welcome Address and Open Solutions Overview Ross Curtis, Group Executive Vice President, Open Solutions 8:30 – 9:00 AM Queens Park Ballroom Open Solutions Canada Update and Plan Blair Goulet, President, Open Solutions Canada 9:00 - 10:30 AM Queens Park Ballroom Coffee Break 10:30 – 11:15 AM Networking Pavilion Open Solutions Canada Offerings and Initiatives and How They Can Benefit Your Business Rob Nygren, General Manager, Banking Solutions Group, Open Solutions Canada 11:15 – 12:00 PM Queens Park Ballroom Lunch 12:00 – 1:30 PM Rooftop Salon Keynote address: A Global View of Banking Systems Martin Whybrow, IBS Publishing 1:30 – 2:30 PM Queens Park Ballroom Fincentric Product Group Customer Success: Getting the Most from the Ovation Banking System Steve Gesner, CIO, Meridian Credit Union 2:30 – 3:15 PM Queens Park Ballroom Coffee Break 3:15 – 3:45 PM Networking Pavilion The Evolution of Bill Payments in Canada Brian Denysuik, President & CEO, TelPay Incorporated 3:45 – 4:30 PM Queens Park Ballroom A Merger of 3 Credit Unions – Lessons Learned and Best Practices Executive VP, Corporate Planning & Business Integration Shelley McDade, Coastal Community Credit Union 4:30 – 5:15 PM Queens Park Ballroom Wine & Cheese Reception 5:30 – 6:30 PM Networking Pavilion Dinner 7:00 – 9:00 PM Spuntini’s Ristorante Friday, October 12, 2007 Activity Speaker Hours Location Breakfast/ Networking Pavilion 7:00 – 8:15 AM Networking Pavilion Keynote address: Mobile Payments in Financial Services: What's Your Strategy? Jamie Sharp, Financial Insights/ IDC 8:30 – 9:30 AM Queens Park Ballroom Open Solutions Technology Overview Rashid Desai, Chief Technology Officer, Open Solutions 9:30 – 10:00 AM Queens Park Ballroom What You Need to Know about Microsoft Vista and Windows Server 2008 Sultan Akif, Financial Services Industry Architect, Microsoft 10:00 – 10:30 AM Queens Park Ballroom Coffee Break 10:30 – 11:00 AM Networking Pavilion TCCUS/ TCBS Overview Esther D’Albero, Director, Financial Product Management, Open Solutions Suzanne Pinsonneault, Retail Product Manager Open Solutions 11:00 – 11:45 AM Queens Park Ballroom MemberDirect: Your Biggest Branch...Open 24 Hours a Day Kelly West, Product Manager, MemberDirect 11:45AM – 12:30PM Queens Park Ballroom Lunch 12:30 – 1:30 PM Rooftop Salon Keynote address: Why Are Credit Unions Disadvantaged in Business Combinations Robert McDowell, Fasken Martineau 1:45 – 2:45 PM Queens Park Ballroom The Journey to a Paperless Organization Mark Van Der Voort, Area Vice-President, Open Solutions 2:45 – 3:30 PM Queens Park Ballroom Coffee Break 3:30 – 4:00 PM Networking Pavilion Networking Pavilion Closes 4:00 PM Key Factors for Improving Financial Institution Performance Bill Handel, VP, Product Development Raddon Financial Group 4:00 – 4:45 PM Queens Park Ballroom The Future of Card Technologies Mike Kelso, General Manager, Payment Solutions Group, Open Solutions Canada 4:45 – 5:30 PM Queens Park Ballroom Closing Remarks Blair Goulet/ Rob Nygren, Open Solutions Canada 5:30 – 5:45 PM Queens Park Ballroom Customer Appreciation Party 6:30 – 10 PM The National Club of Toronto

Program Speakers' Bios & Presentation Summary