Annual Summit

DakCU Annual Summit - May 12-14
The Delta Hotel • Fargo, ND

Click here for the Delta Hotel attendee room block. Rooms starting at $149/night. If you prefer to call, 701-277-9000 extension 4 and ask for the "Dakota Credit Union Association block."
The Delta hotel block is currently full, you can ask to be put on a waitlist, but we recommend you book at room at one of our two overflow hotels:
Candlewood Suites - Click here or call hotel at 701-282-6006 and ask for the "Dakota Credit Union" block for May 12-13. Rate: $139/night.
Expressway Suites – Call hotel at 877-239-4303 and ask for the "Dakota Credit Union Association" block for May 12-14. Rate: $95.95/night.

Full Agenda

Presenters

Crashers

Exhibitors/Sponsors

2025 DakCU Annual Summit Agenda

May 12

May 13

May 14

All times listed are in Central Time

Monday, May 12

4:00 p.m. - 8:00 p.m.
Registration Opens

5:00 p.m. - 6:00 p.m.
Pre Conference Session | Small Credit Union Forum

7:30 p.m. - 9:00 p.m.
"Stack the PAC" Recognition Social

Tuesday, May 13

7:30 a.m.
Registration Open
Breakfast/Exhibitor Networking

8:20 a.m.
Welcome Ceremony
Jeff Olson, President/CEO, Dakota Credit Union Association

Jeff Olson

General Session | Zone of Excellence/Winning Culture

Jeff Salzenstein

General Session | America's Credit Unions Update with Panel Dialogue

Patrick Pierce, America's Credit Unions Board Chair

General Session | Labor & Employment Law Update

Chad Richter, Jackson Lewis P.C.

11:00 a.m.
Networking Break

12:00 p.m.
Lunch provided on site for non-golfers

12:00 p.m. - 4:30 p.m.
Summit Golf Event - Rose Creek

1:00 p.m. - 4:00 p.m.
Breakout Sessions concurrent with golf

1:00 p.m. - 2:15 p.m.
Breakout #1 | Regulatory Trends & Insights: Adapting to Evolving Regulatory Trends & Compliance Updates
This session will cover key updates, emerging compliance challenges, and industry best practices to help you navigate evolving regulatory landscapes effectively. Gain valuable insights to ensure compliance and mitigate risks in an ever-changing regulatory environment.

Crystal Streeper, ViClarity

2:30 p.m. - 3:45 p.m.
Breakout #2 | Navigating Change Fatigue & Successful Succession Planning
This session is dedicated to navigating change and addressing the challenges it brings. Initially, we will concentrate on personal adaptation to change, exploring effective strategies for self-management during transitions. Then the focus will shift towards assisting others in embracing change, providing practice advice and support techniques. By the end of this course, participants will be able to . . . Understand how to better manage themselves through change, Improve how they support others through change.

Catie McDonald, farwell

4:00 p.m. - 5:00 p.m.
Special Event for non-golfers TBA

6:30 p.m. - 8:30 p.m.
Exhibitor Showcase

Wednesday, May 14

7:30 a.m.
Breakfast/Exhibitor Networking

8:30 a.m.
General Session | Momentum Mindset

Janine Stange

General Session | ND DFI Panel State of the Industry
Featured panelists include: DFI Commissioner Lisa Kruse and Assistant DFI Commissioner Corey Krebs
followed by
Advocacy in Action: Strategies, Successes & the Road Ahead for Credit Unions
Featured panelists include Jason Stverak, Chief Advocacy Officer at Defense Credit Union Council; Steve Davis, Chairman of the North Dakota GAC; and Joey Rotert, Chairman of the South Dakota GAC.

DakCU Staff & April Ales, America's Credit Unions (Crasher Facilitator and Mentor)

10:30 a.m.
Networking Break

11:15 a.m. - 12:15 p.m.
Breakout Sessions

Breakout #1 | D.R.O.P.P. Procrastination: A Roadmap to Productivity
Are you constantly battling procrastination? Join us for an interactive workshop where you'll learn and apply the D.R.O.P.P. Method. Discover how to untangle constraints linked to fears and empower yourself to take action. Come prepared with something you're procrastinating on, big or small – and leave with the tools to tackle it head-on!

Janine Stange

Breakout #2 | Creating a Culture of Cybersecurity at Your Institution
The human element of information security is an increasing target for cybercriminals and generally considered the weakest area in information security. In this session, we’ll break down some of best practices to follow when providing training to employees and building a culture of cybersecurity, including: People, Process, and Technology; Why People break rules; Training topics and tactics; Accountability for Security Awareness Training tests; Building a Culture of Cybersecurity.

Jon Waldman, SBS CyberSecurity

Breakout #3 | Navigating FinTechs - Credit Union Roadmap to Successful Partnerships

Adam O'Connell, Pulsate

12:15 p.m. - 1:30 p.m.
Networking Lunch

1:30 p.m. - 2:30 p.m.
Breakout Sessions

Breakout #4 | AI is Here... Now What?
AI has become a reality of today’s technology landscape. Pete will be speaking to directly to CU leaders on how to think about, evaluate, and prioritize AI for their organizations. Credit union leaders are asking: Is now the time to bring AI into our organization? In this session, Pete Lunenfeld, a technology leader and CTO with 20+ years creating enterprise solutions, will guide you through practical frameworks for evaluating AI opportunities (or any emerging technology). We’ll discuss how to identify the best use-cases, assess risks, and measure the real benefits—so you can make informed, strategic decisions about AI for your organization.

Peter Lunenfeld, CurrentWave AI

Breakout #5 | Fraud & Compliance

ViClarity and Envisant

Breakout #6 | Demystifying Decision Making
At all levels of the organization, decision-making can feel difficult, unclear, and risky. This is particularly true during a time of change and uncertainty, but it doesn’t have to be that way. This session will help get rid of the mystery around decision-making and clarify how good decisions are made and communicated.

Catie McDonald, FarWell