Dakota Small Credit Union Roundtable
Agenda subject to change

Thursday, September 7, 2017

9:00 - 9:15 AM – Welcome, introductions and Association Update – Jeff Olson, CUAD President/CEO

9:15 - 10:15 AM – Open Forum & dialogue (please submit talking points or questions prior to meeting).

10:30 - 11:45 AM – Nurturing the Leader Within Us – Bryan Peterson, PHR, SHRM-CP, Vice President, Human Resource Services 

This program is designed around the concept that managers/supervisors need to learn to lead as opposed to just manage. Where management means doing things right, leadership means doing the right things.

11:45 - 12:30 PM – Lunch

1:00 - 2:30 PM – Part 1, Small CU Workshop - “Small CU Business Lifecycle and How Businesses Prioritize” Stephanie Sievers, CEO at ANECA Federal Credit Union, Shreveport, Louisiana

The Small CU business lifecycle and how businesses prioritize:

1.  External Loans

2.  Organic Members

3.  Organic Loans

4.  External Deposits

5.  Organic Deposits

6.  External Members

2:30 - 2:45 PM – Networking Break

2:45 - 4:00 PM – Part 2, Small CU Workshop – “Small CU Business Lifecycle and How Businesses Prioritize” Stephanie Sievers, CEO at ANECA Federal Credit Union, Shreveport, Louisiana  


This one day meeting will be focused on sharing and networking on what small credit unions need to do to grow and become relevant. The main topics that most people want to talk about fall into three categories with two levels; Loans, Deposits, and sustaining member growth and how they affect our business lifecycle, and how businesses prioritize those necessary services. We will also address issues that deal with staff and volunteer training and recruitment, Third Party Vendor Risks, Social Media Policies, and an open forum and collaboration platform for sharing and discussion.

Who Should Attend: 
Management of credit unions under $75 million in assets. 

 

Location:

Hilton Garden Inn-Fargo
4351 17th Avenue South
Fargo, North Dakota

A block of rooms have been reserved for the evening of Wednesday, September 6, 2017. To make your reservations please call 701.499.6000 and mention Credit Union Association of the Dakotas to get the room rate of $139 per night per person plus tax for double queen or king room. The block of rooms will be released on Wednesday, August 16, 2017. 

Registration Fee:

The cost is $50 per attendee. The deadline to register is Friday, August 25, 2017.