Fargo, North Dakota


If you are a vendor please click on the Information for Vendors tab.

New Ideas Conference


We invite you to gather in Fargo, North Dakota on October 3-5 for the 2016 New Ideas Conference. 

New Ideas Conference – totally NEW and different this year.  

Conference Location

Monday, October 3 and Tuesday, October 4
Drekker Brewing Company - 630 1st Avenue North - Fargo ND

Wednesday, October 5
Radisson Hotel Fargo - 201 North 5th Street - Fargo ND

Follow us on at     #cuadnewideas16

Hotel Information

Make your reservations today at the Radisson Hotel Fargo by calling 701.232.7363.  Be sure to indicate you are with the Credit Union Association of the Dakotas to receive the special rate of  $134 per room plus tax. *Rooms will be released on Friday, September 2, 2016.

  The New Ideas Conference IS NOT for you if:

  • You feel the need to wear a suit and tie/dress
  • You don’t like to think outside the box
  • You don’t like to brainstorm
  • You don’t like new ideas
  • You don’t want to learn
  • Believe everything will remain the same
  • “Cutting edge” just sounds sharp and scary

Payment Instructions

All front line staff and other employees who are unable to attend the conference in full are invited and encouraged to attend Monday evening's programming (4:45 p.m. to 7:30 p.m.) for the stand-alone registration fee of $79. Full event registration include Monday evening's activities for $325. Please preregister by
Friday, September 16, 2016.


Please make all checks payable to:

Credit Union Association of the Dakotas
2005 North Kavaney Drive
Bismarck, ND 58501

Refund Policy

If registered participants contact the CUAD office at 701.250.3924 or 800.279.6328 ext. 3924 to cancel their registration at least seven business days prior to the session, they will receive a full refund of the registration fee. Cancellations occurring six business days or less before the session will receive a 70 percent refund of the registration fee. The Association reserves the right to bill the credit union for any meal charges passed on by the hotel due to a no-show or late cancellation occurring three business days prior to the session. Substitute registrations are welcome

All times are Central Time
Agenda subject to change


Monday, October 3, 2016 - Drekker Brewing Company
4:45 p.m. to 5:30 p.m. - Attendee Registration
6:00 p.m. to 6:45 p.m. - Dinner Buffet - Sponsored by the Red River Chapter of Credit Unions
6:45 p.m. to 8:00 p.m. - Opening and session with Josh Allison Six BIG IDEAS for Aspiring Leaders and Big 3 Open Mic
As the retirement trend for existing business leadership continues, more young professionals will be called on for key leadership and impact positions. But far fewer will be called upon for these positions than those who want them. What will separate those who are chosen, and those who are not?

Join Josh as we discuss the six crucial characteristics of aspiring leaders and how to leverage them for organizational growth. 
8:00 p.m. to 10:30 p.m. - CUFD Pub Crawl

Tuesday, October 4, 2016 - Drekker Brewing Company
Breakfast on your own
10:00 a.m. to 11:15 a.m. - 
The 7 Mindsets for Success, Teresa Lewis    

If everybody wants to be happy and successful and live a meaningful life, why do so many people settle and never realize their full potential? A multi-year, multi-million dollar study gives us the answers. This session will help you learn how much your mindset matters and the specific mindsets you can embrace to achieve better results in all areas of life. This session is based on “The 7 Mindsets to Live Your Ultimate Life” by Scott Shickler and Jeff Waller and the training methodology is highly engaging, interactive and inspiring. This session affirms that skills are critical, yet without the right mindset, skill loses its impact. Discover The 7 Mindsets, the counter mindsets that derail us and learn strategies for applying the mindsets every day. You WILL leave inspired!!

11:15 a.m. to 11:30 a.m. - Discussion and small break before next speaker - Big 3 Open Mic
11:30 a.m. to 12:30 p.m.The Hottest Cybersecurity Trends, Jon Waldman
Financial institutions will continue to get pressed into more technology as consumer demands increase, competitors release new products and services, and the drive for more efficient and low cost solutions goes up. Products such as online account opening, merchant capture, mobile capture, commercial mobile cash management, mobile payment solutions (PayPal and NFC), mobile devices (iPads and BYOD) and electronic board packets, and many more are being implemented as you read this summary. However, as financial institutions rapidly expand the usage of technology, the threats we face are also expanding, as Advanced Persistent Threats and Organized Crime groups are constantly targeting our sensitive data. Learn about the latest cybersecurity hot topic issues such as Data Breaches, Malware/Phishing, Ransomware, Corporate Account Takeover, and others. This session will tell you what you need to know so you can make the necessary improvements to your Information Security Program
12:30 p.m. to 1:15 p.m. - Networking Lunch
1:15 p.m. to 2:15 p.m. - Dakota Credit Unions' Give Back 
Molly Brown, Marketing Coordinator, Voyage Federal Credit Union-Sioux Falls, South DakotaJanna Bergstedt, Vice President of Marketing, First Community Credit Union-Jamestown, North Dakota 
2:15 p.m. to 2:30 p.m. - Community service project Project Ignite Light 
2:30 p.m. to 5:30 p.m. - Community Service Project - Project Ignite Light -- making Fleece blankets
Dinner on your own

Wednesday, October 5, 2016 - Radisson Hotel Fargo
8:00 a.m. to 8:30 a.m. - Breakfast
8:30 a.m. to 10:00 a.m. - Creativity and Innovation, Gert Garman 
Participants learn how to get unstuck and keep things fresh in order to continually innovate by using the Creative Problem Solving Process, new tools and behaviors in order to collaborate better and get those business-changing, disruptive solutions to challenges they are facing.
10:00 a.m. to 10:15 a.m. - Discussion and small break before speaker - Big 3 Open Mic
10:15 a.m. to 11.45 a.m. - 
Top 10 Social Media Musts for Credit Unions, From 10 Years’ Experience, Holly Fearing with Filene Research Institute

I’ve boiled it down to the top ten things in all my communications experience that credit unions must do right to be successful on social media. We’ll take a comprehensive look at this messaging approach and you’ll walk away with firm knowledge of the most essential components needed to both delight your audience and achieve your desired outcomes. 

11:45 a.m. to 12:00 p.m. - Discussion and wrap up with Josh Allison - Big 3 Open Mic

On Monday night during dinner, we will be taking donations for the WDAY Honor Flight program. For every $5 donated you will select an item donated by the Red River Chapter of Credit Unions. Here is a little history about the organization.

WDAY Honor Flight

Our Mission: The WDAY Honor Flight project will fly as many World War II and Korean War Veterans as possible to see their memorials in Washington, DC at no cost to them.

Project History: The concept of the Honor Flight began when Earl Morse, a retired Air Force Captain and Physician’s Assistant at a Veterans Administration Clinic in Ohio, asked one of his patients if he had been to see the new World War II Memorial yet. Earl was just making small talk. He never would have guessed his patient would break down after hearing his simple question. After a few moments, the man composed himself and explained that he was just too old and would probably never get a chance to see the memorial at his age. It was at that moment Earl realized that, as a licensed pilot himself, he could help some of the patients he had been treating for the last 27 years see the memorial that was built in their honor before they died. Soon after taking that first Veteran to Washington, Earl began flying other local Veterans on weekend day-trips to see the Memorial. In just a matter of weeks, other people in different communities heard the call to honor the men and women of the Greatest Generation and Honor Flight was born.  

The WDAY Honor Flight project was originally formed in 2007 with the purpose of sending our area World War II Veterans free of charge, to visit the recently completed National World War II Memorial in Washington DC.

Throughout the course of 13 months in 2007 and the spring of 2008 the WDAY Honor Flight raised over $829,000.00 and flew nearly 900 Veterans completely free of charge to Washington to see their memorial.  

Going Forward: 

What should be remembered is that our men and women of the armed forces sacrificed more than any of us could ever understand. It is our duty to all of them to remember their sacrifices and give them the closure they need and deserve. 

To date, the WDAY Honor Flight has flown over 1000 area Veterans on six Honor Flights. The next Honor Flight is scheduled for October, 2016. The WWII and Korean War Veterans and their guardians will fly from the Fargo Hector International Airport directly to Dulles International Airport in Washington, D.C.

During their two-day overnight trip, they enjoy sight-seeing of the city including the Vietnam, Korean and WWII memorials, Changing of the Guard at the Tomb of the Unknown Soldier, Iwo Jima, the Navy and Air Force memorials, the National Archives (private tour), the FDR memorial and, if time allows, the Smithsonian Air and Space Museum.  After a very emotional and fulfilling two-day trip, the Veterans return to Dulles International for the flight home. Upon arrival in Fargo, the Veterans are welcomed home by family, friends, and countless well-wishers.

The WDAY Honor Flight must emphasize three very important points:

First, these trips are totally free of charge for WWII and Korean War Veterans. All of their expenses are paid through locally raised contributions. If the Veteran has a guardian traveling with them to assist, the guardian pays $750.00 which is the cost to send one person.

Second, all contributions are being taken and administered by the West Fargo American Legion which is an Internal Revenue Service 501-3-C non-profit charitable status organization so donations are tax deductible.

Third, no one involved with the WDAY Honor Flight Committee or Board of Directors is paid. Each member is a volunteer.

We are asking you to please help us make this trip of a lifetime possible for these men and women who gave so much so long ago. We look upon this as our generation’s chance to give something back to those who sacrificed body and spirit in the name of our country.  

Credit Union Foundation of the Dakotas' 6th Annual Pub Crawl Networking Event!

Due to the overwhelming response from attendees, we have decided to do this fundraiser for the Credit Union Foundation of the Dakotas' once more! The cost to attend this event is $70 per person. 

  We will be going to the following bars: (subject to change)
  • Drekker Brewing Company - 630 1st Avenue North - Fargo
  • Fort Noks - 52 Broadway North - Fargo
  • Rooters - 107 Broadway North - Fargo
  • Dempsey's - 226 Broadway North - Fargo
  • Radisson Bar - 201 North 5th Street - Fargo

All beverages must be finished before we leave each bar.  Drink tickets can only be used during pub crawl.

The Credit Union Foundation of the Dakotas' (CUFD) is a unique shared investment program that strengthens the credit union movement throughout the Dakotas, across the U.S. and worldwide. CUFD mission statement is To build community awareness of the Dakota credit unions through support of children's charities in the Dakotas.

Pub Crawl Sponsors:

Community Service Event -- Project Ignite Light - Fleece Blankets

Every blanket that is cut and tied, is more than a cute print or snugly throw. This blanket will go to a child who has been hurt by someone they trusted. The day they receive this blanket will not be an easy day for them. It will be mentally and emotionally exhausting as they start their journey for getting the help they need. As you make this blanket, please know that you are providing a piece of comfort for a child who needs it most. The work you are doing now will tell that child on a difficult day, "You are Special and Deserve the Best!"

For this special event, we will be ordering t-shirts for everyone who attend the conference. Please select your size t-shirt on your registration form. If you have not selected your size by September 2, you will receive an XLarge t-shirt at registration. 

Josh Allison

Josh founded Think Café to help leaders have more impact in the lives of those they serve.

Josh is the Founder and Chief Ideator for Think Café, a consulting company committed to solutions for the new workplace. He has spoken and worked with organizations from Hawaii to New York and 25 states in between. Josh is a sought after public speaker and trainer, specializing in sales and service, business development and leadership topics for the finance and communication industries. Josh is also a Senior Consultant for FI-Strategies, LLC –

one of the nation’s premier finance industry consulting companies.

In the past, Josh partnered with an Emmy winning TV show to develop a financial literacy program for use by schools across the country. In 2013, he worked alongside international credit unions to study best practices in Gen Y engagement in partnership with the WOCCU. In 2014, Josh was recognized as the CUNA Business Development Professional of the Year for the credit union industry. In 2015, Josh was recognized as a top 10 speaker for the 2015 World Credit Union Conference.

He serves as a CUNA FUSE Institute faculty member, is a graduate of Leadership Spokane and certified as a Credit Union Development Educator (CUDE). He lives with his beautiful wife and children in Spokane Washington. 

Holly Fearing

Holly Fearing has been a communications and marketing professional for the past dozen years, a decade of which in the credit union movement. Holly works for Filene Research Institute, a non-profit independent think tank focused on credit unions and consumer finance. There, she manages Filene’s social media strategies and produces their weekly blog and podcast. Holly also manages Filene’s social media advisory programs for credit unions and has the pleasure of traveling the US and Canada to help credit unions tell their stories more effectively and creatively through the power of social media.

Working with cooperatives is truly her passion. Holly is the Board President of the Willy Street Grocery Co-op, one of the largest natural food cooperatives in the U.S., and is a founding organizer of the Dane Cooperative Alliance, an organization in the Madison, Wisc. area serving as a collective resource for all sectors of cooperative business. She also writes for several publications and helps organize events with the mission of increasing awareness of the cooperative model.

Prior to working with Filene, Holly worked for 8 years at CUNA Mutual Group as a Digital Media Strategist and held positions in corporate communications, public relations and editorial. Holly became a Credit Union Development Educator (DE) in 2011 and was named a Trailblazer 40 Below by the Credit Union Times in 2013. She earned a bachelor’s degree in Journalism and French from the University of Wisconsin-Madison.

Teresa Lewis
Teresa Lewis is a motivational speaker, author and morning radio co-host on Life 97.9. She recently published her first book, Life by Design. Teresa lives in Horace, ND, with her husband and their 2 teenage daughters.

Prior to launching her own business in 2007, she worked in the corporate world for 20 years, primarily in human resources. Teresa's mission: Make a positive and profound impact on the world!

Learn more at www.teresainspires.com

Jon Waldman:

Jon Waldman, Partner and Senior Information Security Consultant for Secure Banking Solutions, LLC, is a Certified Information Systems Auditor (CISA) and Certified in Risk and Information Systems Control (CRISC) who received his Bachelor of Science in Computer Information Systems with a minor in Business Administration from Dakota State University and his Master of Science in Information Assurance with an emphasis in Banking and Finance Security from Dakota State University. Jon is also a co-founder of SBS, and over the last ten years, has helped hundreds community banks across the country create and implement comprehensive, valuable, and manageable Information Security Programs. He also conducts webinars and certification programs, such as Certified Community Banking Vendor Manager, for the SBS Institute.

"Gert” Garman is the owner of Broad Perspective, LLC.  Previously, she was the Director of the Collaborative Design Center at Valencia College.  Prior to that, she was a Creativity and Innovation Catalyst for Disney Destinations, where she facilitated brainstorming sessions and trained fellow Cast Members in Disney’s Innovation Toy Box for the Disney Parks and Resorts worldwide.  Gert has a long history of creating immersive experiences and breakthrough thinking results through her work with Orlando Mayor Buddy Dyer and as an Assistant Athletics Director for the University of Central Florida Knights. She is certified as a facilitator in the Creative Problem Solving (CPS), Think X, Four Sight and Five Faces of Genius processes.  She regularly attends and speaks at the Creative Problem Solving Institute (CPSI), Mind Camp and the Florida Creativity Conferences.  She graduated from ucf with a bachelor of arts in journalism:  advertising/Public Relations.   

Meeting Locations:
Monday, October 3 - Drekker Brewing Company - 630 North 1st Avenue - Fargo
Tuesday, October 4 - Drekker Brewing Company - 630 North 1st Avenue - Fargo
Wednesday, October 5 - Radisson Hotel Fargo - 201 5th Street North - Fargo 

For hotel information click on the Summary tab.
For the agenda information click on the Overall Agenda tab.

Do you have a new idea to share? Do you want to meet and network with credit union representatives of the Dakotas? If so, we have a great opportunity for you! However, you will need to act fast. Space is limited to the first ten companies to sponsor the New Ideas Conference. 

CUAD's Sixth Annual New Ideas Conference will be held October 3-5, 2016 in Fargo, ND.

A $1,500 per vendor sponsorship (CAP vendors $1,200) of the New Ideas Conference will allow your company:
  • One registration for your company representative. The representative can attend all educational sessions, events, meals, and CUFD Pub Crawl. Each additional attendee is $400.
  • You are welcome to sit with the credit union attendees during the event.
  • To be listed on the registration website as a sponsor.
  • To submit one informational article in The Memo our daily newsletter prior to the New Ideas Conference
Each sponsorship will include an additional event sponsorship - You choose the sponsorship. Only one sponsor per vendor. Sponsorships are on a first selects, first receives.
  • Monday Dinner - Taken
  • Tuesday Lunch - Taken
  • Wednesday Breakfast
  • Speaker Sponsorship #1
  • Speaker Sponsorship #2
  • Pub Crawl Sponsor #1 -Taken
  • Pub Crawl Sponsor #2 - Taken
  • Pub Crawl Sponsor #3 - Taken

The New Ideas Conference is a great venue for your company to meet and network with the credit unions of North and South Dakota.  Rather than stand in a booth, as a sponsor you will get to sit with the nearly 150 credit union representatives expected to be in attendance. 

If your company is interested in participating, please click the Vendor Sponsorship button below to register. Please register no later than Thursday, September 8, 2016. (Remember the first ten companies)

If you have any questions, please contact Corey Prince at cprince@cuad.coop or 800.279.6328, ext. 982. 

Credit Union Foundation of the Dakota's 6th Annual Pub Crawl Networking Event!

Due to the overwhelming response from attendees, we have decided to do this fund raiser for the Credit Union Foundation of the Dakota's once more! 

We will be going to the following bars: (subject to change)
  • Drekker Brewing Company - 630 North 1st Avenue - Fargo
  • Fort Noks - 52 Broadway North - Fargo
  • Rooters - 107 Broadway North - Fargo
  • Dempsey's - 266 Broadway North - Fargo
  • Radisson Bar - 201 5th Street North - Fargo 

All beverages must be finished before we leave each bar.  Free drink tickets can only be used during the pub crawl.

The Credit Union Foundation of the Dakotas (CUFD) is a unique shared investment program that strengthens the credit union movement throughout the Dakotas, across the U.S. and worldwide. CUFD mission statement is To build community awareness of the Dakota credit unions through support of children's charities in the Dakotas.

New Ideas Sponsors
Interested in Being a Sponsor?  Limited Space is Available!  Contact Corey Prince at cprince@cuad.coop.