Save the Date: May 14-16
For 15 consecutive years, starting in 2008 when the two state leagues merged, your Dakota Credit Union Association has used “Annual Summit” to describe our signature event and the largest annual gathering of Dakota Credit Unions.
While “Summit” has become part of our credit union vernacular here in our region, let’s just take a minute to revisit what the event encompasses!
Merriam-Webster defines Summit as “top, apex, especially the highest point, peak.” Synonyms include conference, important meeting, discussion, dialogue, and consultation. No doubt, “Annual Summit” is the appropriate name and description!
The Annual Summit has something for EVERYONE interested in expanding their industry skills and knowledge. This is your chance to gain insights on all things credit union from your Dakota Credit Union Association. You do not want to miss the incredible lineup of speakers that we have engaged for you, with areas of expertise ranging from credit union economics, compliance concerns, and fraud prevention, as well as leadership development and NCUA hot topics! See your peers recognized for their achievements during the awards banquet and take part in our annual business meeting. We guarantee you will leave feeling even more energized and excited about the credit union movement!
While “Summit” has become part of our credit union vernacular here in our region, let’s just take a minute to revisit what the event encompasses!
Merriam-Webster defines Summit as “top, apex, especially the highest point, peak.” Synonyms include conference, important meeting, discussion, dialogue, and consultation. No doubt, “Annual Summit” is the appropriate name and description!
The Annual Summit has something for EVERYONE interested in expanding their industry skills and knowledge. This is your chance to gain insights on all things credit union from your Dakota Credit Union Association. You do not want to miss the incredible lineup of speakers that we have engaged for you, with areas of expertise ranging from credit union economics, compliance concerns, and fraud prevention, as well as leadership development and NCUA hot topics! See your peers recognized for their achievements during the awards banquet and take part in our annual business meeting. We guarantee you will leave feeling even more energized and excited about the credit union movement!
2023 Annual Summit Agenda
All times listed are in Central Time
Tuesday, May 9
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6:00 p.m.
Opening Ceremonies
Jeff Olson, President/CEO, Dakota Credit Union Association |
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5:30 p.m. - 8:30 p.m.
Exhibitor/Vendor Social
Vendors set up by 4:30 p.m. |
Wednesday, May 10 - Sessions (a.m.)
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7:30 a.m.
Breakfast/Vendor Networking
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8:30 a.m.
General Session | Dare to Matter: How Credit Union Professionals Matter More
The work credit union professionals do matters, and how we show up to do that work matters. To do it well requires that we engage in a relentless and unapologetic pursuit of significance. To strategically move ahead, we first need to reevaluate the foundation on which we stand. It requires that we spend our time focused on what is and what can be; it begs us to let go of the past in order to create a better tomorrow. What exists at the core of every successful individual and organization is a deep desire to know with certainty that who we are and what we do matters. How we matter may have changed; that we matter has not. It’s time for us to Matter More. |
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Break/Vendor Networking
10:15 a.m.
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10:45 a.m.
Breakout Sessions
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Breakout #1 | The Evolution of the Banking Landscape
The very landscape on which credit unions operate is changing faster than ever. This session provides an excellent high-level overview of the banking marketplace, the evolution to truly digital delivery of financial services, and touches on a topic that is an existential threat to the entire banking system. Breakout #2 | Fraud: Everything Old is New Again
Join Anthony Mondello to discuss the latest trends in fraud and what you need to know to help protect your members and your credit union. Be “in the know” on phishing, skimming, P2P – the hottest new fraud trend, and some old favorites like check scams and ATM skimmers. Bring your experiences with you as this will be an interactive session with a collaborative spirit. Breakout #3 | Interest Rate Risk Environment
The global pandemic set into motion a series of historically unprecedented economic policies. Massive amounts of liquidity and stimulus from policymakers enabled a fast recovery, but at what financial cost? The side effect of those “easy money” conditions has been 40yr-high inflation that now must be fought through highly restrictive Fed behavior. Balance sheet managers have been left to deal with the resulting large swings in interest rate and liquidity risks. Quickly increasing cost of funds, stubborn loan rates and ever-tightening margins are just a few of the most common worries for 2023. More than ever, it is critical that credit union leadership take a whole balance sheet approach, as understanding and utilizing wholesale markets (asset and funding) could significantly reduce some of these pressures. |
Wednesday, May 10 - Sessions (p.m.)
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12:00 p.m. - 12:45 p.m.
Networking Lunch/Exhibit Hall
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1:45 p.m.
Breakout Sessions
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Breakout #1 | Trending Now! What Credit Union Professionals Need to Know
It’s time to get caught up on hot topics to keep your credit union on top of your game. Hear from an industry expert with insights on trending compliance issues as well as what to be expecting on the horizon. Bring along questions and leave with valuable perspectives and best practices. Breakout #2 | Succession Planning the Right Way
Is your succession plan everything it could and should be? In this informative session, Tonya shares what makes a proper and comprehensive succession plan, including a critical talent assessment of your employees, the relationship between staff readiness and organizational need, and a development strategy built around the specific needs of each team member. Breakout #3 | Interest Rate Risk Environment
The global pandemic set into motion a series of historically unprecedented economic policies. Massive amounts of liquidity and stimulus from policymakers enabled a fast recovery, but at what financial cost? The side effect of those “easy money” conditions has been 40yr-high inflation that now must be fought through highly restrictive Fed behavior. Balance sheet managers have been left to deal with the resulting large swings in interest rate and liquidity risks. Quickly increasing cost of funds, stubborn loan rates and ever-tightening margins are just a few of the most common worries for 2023. More than ever, it is critical that credit union leadership take a whole balance sheet approach, as understanding and utilizing wholesale markets (asset and funding) could significantly reduce some of these pressures. |
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2:45 p.m.
Break/Networking
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3:00 p.m.
General Session | Fearless
We all cheered for Kat Perkins on The Voice as our “small town girl” from southwestern North Dakota competed on season 6 of The Voice and finished as a Top 4 finalist. Since then, she has performed in over 10 countries and nearly all 50 states, sharing her message of fearlessly inspiring others through the power of music. Now, Kat is bringing her powerful message about making choices, taking leadership, and following the right lead with the right attitude so you can become the most successful person you can be to our Summit big stage. You don’t want to miss this dynamic presentation! |
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4:15 p.m.
Annual Business Meeting
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6:30 p.m.
Social/Reception
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7:15 p.m. - 10:00 p.m.
Dinner/Awards Banquet/Entertainment
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Thanks to our 2023 sponsors
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