May 22, 2025 | Metro Hub

Join this one-day summit exploring profit, impact, community wealth-building, and impact investing, and connect with changemakers from across the region tackling society’s most pressing issues. Hosted by Purppl. 

Tickets are now sold out – thank you for joining us! 

CMI Kelowna Venue Location

Metro Hub | 1265 Ellis St, Kelowna, BC V1Y 1Z7

Meet the Change Makers

 

See the full list of speakers and learn about their impactful work

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Explore the Full Agenda

 

Check out the growing agenda and plan your experience

Tickets are now sold out!

Purppl will host CMI in Kelowna on May 22, 2025 where we will dive deep into topics relevant to social entrepreneurs, impact investors, and ecosystem builders, with sessions focused on creating sustainable revenue streams, strengthening local networks, and supporting Indigenous-led investing. When you register, do so based on which of the three categories you identify with most – Entrepreneur, Investor or Ecosystem Builder.   During the event, you will have the option to remain within your corresponding program stream or you can mix-and-match sessions to create your own unique learning adventure.

We’ll explore how to raise capital for social enterprises, leverage blended finance for social and financial returns, and build systems that go beyond capital alone to create long-term impact in uncertain times.

The day will culminate in a thoughtfully curated reception aimed at helping attendees cultivate meaningful connections. Entertainment and refreshments provided.

Entrepreneurs

Expect sessions to include:

  • Raising capital and making investments in uncertain times
  • Mobilizing money for impact through social enterprise
  • Innovative finance: thinking outside the box to drive change
  • Access to capital across the full capital continuum
  • Building an enabling system for entrepreneurial success

 

Investors

Expect sessions to include:

  • Investing in our local food economy for long-term impact
  • Sustainable investment strategies in ocean, energy, and tourism sectors
  • Investing in community assets and ownership for economic resilience
  • Investing in the Indigenous economy for sustainable growth
  • Blended capital strategies for social and financial returns

REGISTER NOW

Ecosystem Builders

Expect sessions to include:

  • Power-sharing and collaboration for community change
  • Supporting Indigenous-led projects and investments
  • Strengthening local networks for collective impact
  • Building systems that support entrepreneurs along their journey
  • Creating stability in uncertain times through ecosystem strategies

 

Agenda

Choose your own adventure!

We have an exciting agenda with three different learning streams tailored to social entrepreneurs, impact investors, and ecosystem builders. During the event, you can mix-and-match sessions to create your own unique learning adventure.

Doors will open at 8:30 AM, offering coffee and networking opportunities, and conclude with a thoughtfully curated reception designed to foster meaningful connections. Explore the complete agenda in the 2025 Event Guide below.

Download the 2025 Kelowna Event Guide (PDF)

Where to Stay During CMI 2025

For a comfortable stay during Connect Money Impact Kelowna 2025, consider booking at Prestige Beach House Kelowna, just a 4-minute drive from the event venue. All event attendees can get a 15% discounted room rate. To reserve your room, visit Prestige Beach House Kelowna or call (250) 860-7900.

Additional hotel options nearby include:

Delta Hotels Grand Okanagan Resort

Hotel Zed Kelowna

Speakers

Brian Smith

Engagement and Market Development

Managing Director

View Bio

Brian works at the intersection of community, finance, and innovation, where he’s helped design and launch multiple social finance and impact investment vehicles now capitalizing social purpose organizations across Canada.

He is also the co-founder of Persephone Brewing Company — affectionately known as The Beer Farm — a Certified B Corp that pioneered regenerative agriculture and social enterprise in the craft beer industry. Located on a working farm in British Columbia, Persephone is also Bee Friendly and Salmon Safe certified, and known for its award-winning beer and grassroots activism.

Today, Brian serves as Managing Director of Engagement and Market Development at Boann Social Impact, one of three federal wholesalers of Canada’s $755M Social Finance Fund. His team is responsible for identifying and developing investment-ready social finance intermediaries and social purpose organizations nationwide — with a strong focus on equity, systems change, and catalytic capital.

Lee Ann McEllister

Habitat for Humanity

Board Chair

 

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Lee-Ann McEllister is the Board Chair of Habitat for Humanity Okanagan, where she leads initiatives to increase access to affordable housing and strengthen community impact. She also serves as Senior Director of Sales at MCAP, one of Canada’s largest mortgage finance companies, supporting a national team of business development managers. With a passion for purpose-driven leadership, Lee-Ann brings insight into how business and community can grow together, supporting a national team of business development managers.

Megan Sinclair

First West Credit Union

Vice President, Facilities & Procurement

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Dr. Majerbi is an associate professor of finance at Gustavson School of Business, and Director of the Impact Investing Hub at University of Victoria. Her recent research focuses on ESG, impact investing, climate-related financial risks and community energy transitions. She currently leads the business and finance innovation research area of the Accelerating Community Energy Transformation (ACET) initiative, a multidisciplinary, multipartners project dedicated to collaborating with communities to co-create equitable and resilient clean energy solutions that strengthen local economies. She is a recipient of multiple awards for research, teaching and community engagement, including BC Cleantech Educator of Year and Canada Clean50 Award.

Kristi Fairholm Mader

Thrive Impact Fund

Managing Director

 

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Kristi Fairholm Mader (KFM) has always worked in the social impact sector. After 10 years as a youth worker, she returned to school to complete a business degree, with a focus on social enterprise. Kristi founded and supported several employment social enterprises, and was Director of Social Enterprise for Planned Lifetime Advocacy Network. In 2014, Kristi co-founded Scale Collaborative to support growing a thriving social change sector. Within Scale’s family of organizations, KFM is the Managing Director of Thrive Impact Fund and Scale Institute Society.

Kelly

Kelly Terbasket

IndigenEYEZ and kinSHIFT

Director

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Kelly (she/her) brings the strengths of her ancestry to her work as a leader. Through 30 years of on-the-ground engagement, Kelly came to see relational breakdown as the central barrier to meaningful change and came to understand that revitalizing and centering Indigenous ways is key to turning this around. She co-founded IndigenEYEZ and kinSHIFT as a means of supporting natural champions in communities to better respond to the impacts of colonization.

Kelly is focused on the role of relationships in systems change and is sought out for her capacity to help deepen relations at a time when building connections across differences is essential. She has a BSW, MA, Executive Coaching Certification, and extensive training in creative facilitation through Partners for Youth Empowerment (PYE Global). She lives on her family’s ancestral homelands on the Blind Creek Indian Reserve in unceded syilx territory in the Similkameen Valley.

Thi Dao

Technologys Helps

Director Strategic Engagement

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Thi Dao (she/her) is a social purpose leader focused on strengthening organizational resilience in the social impact sector through capacity building, systems thinking, and meaningful partnerships that run deep. She is the Director of Engagement Strategy at Technology Helps, supporting social purpose organizations through digital transformation and operational support. A former Director of Partnerships at Future of Good, Thi is also a board member at Purppl and co-host of Connect Money Impact, where she brings people together around bold ideas and shared purpose.

Andrew Greer

Purppl

Managing Director

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Andrew Greer is the Managing Director at Purppl. He’s been working in social enterprise and community development for 10+ years. He’s also the BC Interior Lead, board member, and co-owner at Thrive Impact Fund. In the past, Andrew held several roles with Accelerate Okanagan, supporting tech companies through entrepreneurial development programs in the Okanagan and throughout BC. He is also a former top Canadian sales manager for Xerox. He has diverse experience working in, starting, and serving as a Board member to nonprofits, co-ops, and social enterprises. As a specialist at Purppl, he likes to spend time with leaders on impact strategy, impact measurement, business model and revenue development, and governance structures.

Jeanne Legua

United Way British Columbia

Specialist, Government Relations,

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Jeanne Legua (she/her) is the Government Relations Specialist at United Way BC. With extensive non-profit experience and a background in community development, political economy, and public policy, she has spent over three years developing & implementing government relations strategies at United Way BC. Jeanne also serves as Vice Chair of This Space Belongs to You Society, a Kelowna-based mental health agency supporting 2SLGBTQ+ and IBPOC youth. She holds a Bachelors degree in Economics and International Relations from the University of British Columbia.

Cody Lowry

Chandos Construction Kelowna

Business Development Director

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Cody Lowry is a purpose-driven entrepreneur and devoted family man who values authentic connection and collaboration. As Director of Business Development for Chandos Construction in Kelowna, Cody plays a key role in supporting clients’ visions, empowering teams, and fostering a strong, inclusive corporate culture. Chandos is a national technical builder at the forefront of innovation and social impact in the Canadian construction industry. As the largest B-Corp Certified contractor in North America and 100% employee-owned, Chandos is committed to building a better world through inclusive hiring, sustainability, and community-driven values.

Em Woykin-Miller

Buy Social Canada

Social Procurement Consultant

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One passion that Em has a knack for: creating experiences that meet the diverse needs of the people in the room. Back in their days as both a managing barista and a yoga teacher, Em took great satisfaction in understanding and fulfilling each person’s unique preferences, a skill that deeply influenced their professional approach.

As Social Procurement Consultant, Em applies their skills in understanding and collaboration to drive forward social procurement, community wealth building, and community benefit efforts across BC and Canada. For community benefits in construction projects, Em manages regular coordination, training, and consultation with the owners, general contractors, and major subtrades. Em is responsible for managing deliverables that support the project team, collecting community benefit data from all parties, providing feedback for shared learnings, and developing project reports to share back to the project teams. Em is also active with public purchasers on advocating for social procurement and community wealth building. Em has spoken at BC regional local government associations and other elected official groups, manages the BC Social Procurement Initiative, created Social Procurement Guides for public bodies, and co-authored Ownership Matters policy paper. This work is close to Em’s heart as they help to advance a socially and locally rooted business economy, and community-led resilience.

Aaron McRann

Community Foundation of the South Okanagan Similkameen

Chief Executive Officer

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Aaron brings over 15 years of leadership experience in the community foundation sector, earning national recognition for his dedication and innovative approach to community impact. He is a sought-after speaker, advocating for the evolution of impact strategies within community foundations on the national stage.

Under Aaron’s guidance, the Community Foundation of the South Okanagan Similkameen (CFSOS) has emerged as a national leader in impact investing, innovative grant-making, and pioneering new tools for community impact. Since joining CFSOS in 2009 as its first full-time employee, Aaron has driven the Foundation’s growth by more than tenfold. He takes immense pride in the exceptional team he collaborates with daily and the remarkable achievement of zero staff turnover during his tenure.

Aaron is a devoted father to two outstanding young men, both studying at UBC Vancouver, and has been happily married since 2003.”
Emily (she/her) is a Chartered Professional Accountant (CPA, CMA) with a BA in Political Science, and holds her ICD.D. She has 20+ years of experience working in the public, non-profit and private sectors. Emily brings tenacity, flexibility, a sense of humour and a genuine love of people to her work. Her critical thinking, risk management, communication and leadership skills make her an asset to any team, and are supported by a solutions focus and a people-centered approach to problem solving.

Emily Pagdin

Connective

Chief Financial Officer

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Emily (she/her) is a Chartered Professional Accountant (CPA, CMA) with a BA in Political Science, and holds her ICD.D. She has 20+ years of experience working in the public, non-profit and private sectors. Emily brings tenacity, flexibility, a sense of humour and a genuine love of people to her work. Her critical thinking, risk management, communication and leadership skills make her an asset to any team, and are supported by a solutions focus and a people-centered approach to problem solving.

Mark Marshall

Holar Development

President

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Mark brings extensive experience in project design and entitlement, strategic planning, debt and equity financing, and portfolio management. Having lived and worked in three countries in Asia, as well as on projects across North America, Mark’s role has often involved building consensus among many stakeholders.

Mic Werstuik

Ntityix Development

Chief Executive Officer

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Mic Werstuik is the CEO of the Westbank First Nation Group of Companies and a leader in Indigenous economic development. With a strong focus on sovereignty, self-determination, and community well-being, Mic works to build economic models that centre Indigenous values while creating long-term, sustainable impact.

Thomas Tumbach

LocalMotive

Owner/Manager

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Thomas Tumbach is the owner of LocalMotive, a sustainable farm and local food distributor based in the Okanagan. With over a decade of experience in regenerative agriculture, Thomas is committed to building healthy food systems that support both people and the planet.

Jeremy Luypen

Kelowna’s Gospel Mission

Food Service Manager

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Jeremy Luypen is an award-winning chef with brilliant creative skills and extensive food & beverage experience. He is known as one of the top chefs in the Okanagan.Jeremy is the current president of the Okanagan Chefs Association and is an instructor in the Okanagan College’s Culinary Arts Program, developing cooks & apprentices. Jeremy has received many awards for his dedication and passion for the culinary industry in the Okanagan including:Awarded the Okanagan Chefs Association “Presidents Award” in 2013, “Member of the Year” in 2014 and “Chef of the Year” in 2016, Named one of BDO’s “Top 40 under 40” in 2015 Chef Luypen comes to Summerhill from Predator Ridge where he spent the last 4 years changing their food philosophy – working closely with local farmers and growers. His culinary journey has included Executive Chef positions at the Hotel Eldorado in Kelowna and Spirit Ridge Resort in Osoyoos, as well as Owner/Executive Chef of Terrafina at Hester Creek in Oliver. Jeremy was instrumental in having Terrafina named one of the Top 5 Winery Restaurants by BC Living Magazine and one of the Top 20 Winery Restaurants in the World by Wine Access Magazine.

Peter Boyd

Owner, Independent Grocers

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Owner of Peter’s Your Independent Grocer. 27 years in the retail food industry in Kelowna.vPeter is originally from the Lower Mainland and has been living here in the beautiful Okanagan for 30 years now. He enjoys spending time at the beach in the summer, skating on his backyard rink in the winter, and spending some quality time with his family.

Liz Blakeway

Executive Director for the North Okanagan Land to Table Network

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Liz is a systems change practitioner, with 15 years of experience in sustainability program creation and implementation, policy planning and development, and community engagement. An early passion for waste reduction and recycling education and program development set the foundation for her food systems work. Liz has loved working in and with the community on projects ranging from zero waste schools curriculum delivery and community composting initiatives in Western Australia, to shifting community behaviour change at the District of North Vancouver.

Meredith Funston

Food Programs Coordinator, Cranbrook Food Recovery and Farm Kitchen

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Meredith Funston  is one of two Chief Operating Officers of the Good Food Programs at Community Connections Society of Southeast BC. Since 2017, she has led the development of nonprofit initiatives that build resilient, community-based food systems. Her work includes launching a food recovery program, supporting a volunteer-led produce garden, administering a commissary kitchen, establishing a hydroponic farm, and developing the KimCran Food Network—a coalition of food-focused nonprofit leaders in the Cranbrook-Kimberley region. Most recently, she oversaw the purchase of a commercial building that will serve as a permanent home for these initiatives and as a long-term community food-systems hub. With a background in political science, Meredith is passionate about collaborative action and advancing inclusive, financially sustainable, food-centered community projects.

Loyal Wooldridge

City of Kelowna Councillor & Chair of the Board of RDCO

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Loyal Wooldridge is a values-driven leader dedicated to fostering community, entrepreneurship, and social equity. First elected to Kelowna City Council in 2018, Loyal is an advocate for inclusive strategies that positively address social challenges such as homelessness, mental health, addictions, and housing.

During his time on City Council, Loyal has served as a Regional District of Central Okanagan Director and Former Chair – a role he also undertook with the Okanagan Regional Library. In each of those positions, Loyal worked to modernize policy development, foster relationships with Indigenous peoples, and respond to emerging issues.

Kristin Rivait

Director, partnerships & Programs – Scale Collaborative

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Kristi Rivait is a social entrepreneur with 20+ years of executive-level experience. In 2014, she co-founded Scale Collaborative and is their Director of Partnerships and Programs.

Kristi is renowned for her expertise in organizational transformation, sustainable financial growth and building community wealth. Kristi has coached and empowered hundreds of organizations to achieve greater societal impact through diversified revenue, scaling programs, asset and real estate acquisition, social enterprise, partnerships, and investment.

Kristi co-developed Thriving Non-Profits, initially a local initiative in Victoria, BC. Over the past three years, she has scaled the Thriving Non-Profits revenue diversification leadership program across Canada and transformed it from a single program into one of the country’s leading non-profit and social enterprise innovation and learning hubs.

Kristi is the co-founder and Board President of the Thrive Impact Fund, which provides patient, flexible capital to non-profits, charities, and social enterprises across BC. The fund offers investors the opportunity to achieve financial returns while making a deep impact in their communities.

Ben Harris

Board Member Okanagan College & Okanagan Transit Alliance (OTA)

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As a Board Member at Okanagan College, Ben’s role in corporate governance is backed by hands-on experience from serving as Director At Large for the Students’ Union and a rich history in sales at RONA. Currently, in pursuit of his Bachelor of Business Administration with an expected completion in April 2026, he is dedicated to bringing practical insights and strategic thinking to the boardroom, ensuring the college’s growth and excellence in service to the student community.

Thank you to our 2025 Sponsors

We’d like to thank the sponsors of the Kelowna Connect Money Impact event!

MOMENTUM PARTNERS:

ORGANIZING PARTNERS:

Since 2014, Scale Collaborative has been convening high-impact events to support a growing social economy. In 2019, Connect Money Impact launched to build a stronger network of people that are working to mobilize their capital for good, and those that are raising capital to do good.

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 We are excited to collaborate with 2025 Convening Partners: 

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We respectfully acknowledge CMI Campbell River will take place on the unceded traditional territories of the Liǧʷiɫdax̌ʷ people - the We Wai Kai, Wei Wai Kum, and Kwiakah First Nations. We honour our relationships with these First Nations, the Xwémalhkwu First Nation, Tlowitsis Nation, and all other First Nations, Metis, and Inuit peoples who reside in these territories.

We respectfully acknowledge CMI Kelowna will take place on the unceded, unsurrendered territory of the Okanagan Syilx people.

 

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