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 selling fast—don’t miss out, get yours today!  

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 Now Available

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

REGISTER NOW

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

REGISTER NOW

Agenda

8:30 AM

Doors Open

9:00 AM - Welcome & Opening Conversation

Kelly Terbasket – Director, IndigenEYEZ and kinSHIFT.

9:45 AM - Keynote Discussion

Thi Dao, Director – Strategic Engagement, Technologys Helps
Andrew Greer, Managing Director, Purppl

10:15 AM - Break

15 minute break

10:30 AM - Concurrent Sessions: Breakout Discussions

Social Entrepreneurs | Location: Banquet Hall

Workshop: WTAF Is Impact Investing? Tools and approaches minus the jargon.
Andrew Greer, Managing Director, Purppl

Impact Investors | Location: Classroom

Policy Jam Part 1: Putting social enterprise at the heart of Canada’s economic policy
Conversation Host: Loyal Wooldridge, City of Kelowna Councillor & Chair of the Board of RDCO.

Ecosystem Builders | Location: Lobby

Panel: Social Procurement As An Impact Strategy

Moderator: Cody Lowry, Business Development Director, Chandos Construction Kelowna

Em Woykin-Miller, Social Procurement Consultant, Buy Social Canada
Peter Boyd, Owner, Independent Grocers

11:45 AM - Social Enterprise Showcase

Social Enterprise Showcase

12:15 PM - Networking Lunch

Networking Lunch

1:15 PM - Concurrent Sessions: Breakout Discussions

Social Entrepreneurs | Location: Banquet Hall

Panel: Community Wealth Building Through Social Purpose Real Estate
Moderator: Mark Marshall, President, Holar Development

Emily Pagdin, CFO, Connective
Aaron McRann, CEO, Community Foundation of the South Okanagan Similkameen
Mic Werstuik, CEO, Ntityix Development

Impact Investors | Location: Lobby

Panel: Investing in the Local Food Economy, Thomas Tumbach, Owner/Manager, LocalMotive

Jeremy Luypen, Food Service Manager, Kelowna’s Gospel Mission

Moderator: Liz Blakeway, Land 2 Table Network

Meredith Funston, Food Programs Coordinator, Cranbrook Food Recovery and Farm Kitchen

Ecosystem Builders | Location: Classroom

Policy Jam Part 2: Putting social enterprise at the heart of Canada’s economic policy

Conversation Host: Jeanne Legua – Jeanne Legua – Specialist, Government Relations, United Way British Columbia

2:15 PM - Deep-Dive Dialogues

Social Entrepreneurs | Location: Classroom

Policy Jam Part 3: Putting social enterprise at the heart of Canada’s economic policy
Conversation Host: Ben Harris, Okanagan Transit Alliance (OTA) Member

Impact Investors | Location: Lobby

Panel: Innovative Finance: Shifting money towards impact
Megan Sinclair, VP, Facilities & Procurement, First West Credit Union

Moderator: Kristi Rivait, Co-Founding Director at Scale Collaborative

Lee Ann McEllister, Board Chair, Habitat for Humanity

Ecosystem Builders | Location: Banquet Hall

Workshop: Restoring Hope: Guidance from the Four Food Chiefs

Moderator: Thi Dao, Director – Strategic Engagement, Technology Helps

Kelly Terbasket – Director, IndigenEYEZ and kinSHIFT

3:15 PM - Break

15 minute break.

3:30 PM - Closing Keynote or Discussion

Brian Smith, Boann Social Impact and Founder and Board Chair, Persephone Brewing Company
Aaron Joe, Founder & CEO at Salish Environmental Group

Kristi Fairholm Mader, Managing Director, Thrive Impact Fund

4:00 PM - Closing Comments

Thi Dao, Director – Strategic Engagement, Technologys Helps

Andrew Greer, Managing Director, Purppl

4:15 PM - Connecting the Dots - Curated Networking Connections

Connecting the Dots – Curated Networking Connections

5:00 PM - Sip and Social

Sip and Social Reception

6:30 PM - Dinner

Optional Offsite Dinner

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

Paul Lacerte

Raven Indigenous Capital Partners

Co-Founder and Chief Purpose Officer

View Bio

Paul Lacerte is a member of the Nadleh Whut’en Band and belongs to the Carrier First Nation in northern BC. He served as the Provincial CEO for the BC Association of Aboriginal Friendship Centres for 20 years. In 2011, Paul and his daughter Raven co-founded the Moose Hide Campaign, a grassroots movement of Indigenous and non-Indigenous men working to end violence against women and children. Since then, over 2 Million Moose Hide pins have been distributed and the Campaign has spread to over 2,000 communities and organizations across Canada. Paul is a Managing Partner with Raven Indigenous Capital Partners (the first Indigenous owned financial intermediary in Canada), the former Vice-Chair of the Vancouver Foundation Board of Directors, the former Board Chair for Reconciliation Canada, and a former representative to the United Nations Permanent Forum on Indigenous Issues. He was awarded the Order of British Columbia in 2014.

Lee Ann McEllister

Habitat for Humanity

Board Chair

 

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

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

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

Thomas Tumbach

LocalMotive

Owner/Manager

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.

Brian Smith

Engagement and Market Development

Managing Director

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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.

Peter Boyd

Owner, Independent Grocers

Liz Blakeway

Executive Director for the North Okanagan Land to Table Network

Loyal Wooldridge

City of Kelowna Councillor & Chair of the Board of RDCO

View Bio

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.

Meredith Funston

Food Programs Coordinator, Cranbrook Food Recovery and Farm Kitchen

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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