2025 DakCU Annual Summit Agenda
All times listed are in Central Time
Monday, May 12
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3:00 p.m. - 7:30 p.m.
Registration Open |
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4:00 p.m. - 5:30 p.m.
Pre Conference Session | Small Credit Union Roundtable 4:00 p.m. - 5:00 p.m.
Pre Conference Session | Cracking the Code: How Credit Unions Can Win Over Gen Z Join us for an insightful session on attracting and retaining younger members. In today's competitive landscape, credit unions must reimagine their approach to forge lasting relationships with Gen Z. Learn from our newest solution partner, Sparrow, and discover: • Decode Gen Z and Millennials: Understand their unique values, expectations, and communication preferences. • Become their financial hero: Craft a compelling value proposition that resonates with their aspirations and goals. • Outmaneuver the competition: Discover cutting-edge tactics and strategies to win the battle for Gen Z. • Build lasting relationships: Implement best practices for fostering multi-product loyalty and long-term engagement. |
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7:30 p.m. - 9:00 p.m.
"Stack the PAC" Recognition Social |
Tuesday, May 13
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7:30 a.m.
Registration Open Breakfast/Exhibitor Networking |
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11:00 a.m.
Networking Break |
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11:30 a.m. - 4:00 p.m.
Summit Golf Event - On site |
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1:30 p.m. - 4:00 p.m.
Breakout Sessions concurrent with golf |
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1:30 p.m. - 2:45 p.m.
Breakout #1 | Leadership and Board Hot Topics for CU Leaders and Their Boards Attend this interactive session to learn more about what strategic and board specific topics are big in the credit union industry – and how you need to address them. We will discuss those that seem to never go away (regulation, succession planning, board recruitment), those that are on the horizon (AI, FinTech, Gen Z), and everything in between. You are encouraged to bring your own topics and questions to discuss. We will learn from presented best practices and case studies – and also from each other. It’s the perfect opportunity for the c-suite and board member to work together to think through the issues and opportunities that are facing credit unions in the Dakotas. 3:00 p.m. - 4:00 p.m.
Breakout #2 | Succession Planning from a Regulatory Perspective Change is inevitable, but is your credit union properly positioned for successful transitions? Credit union boards and senior management often find themselves reacting to sudden losses and finding out the hard way that potential replacements do not have the knowledge or experience needed. Join our compliance partner, ViClarity and their Regulatory Compliance Officer Kayley Grant, to discuss challenges your credit union may face, tips on how to lessen change of leadership impact, and helpful tools to develop the next generation of your credit union. |
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6:00 p.m. - 8:30 p.m.
Exhibitor Showcase |
Wednesday, May 14
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7:30 a.m.
Breakfast/Exhibitor Networking |
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8:30 a.m.
General Session | Unlock Genius for Increased Engagement, Retention & Recruitment What if tapping into your genius is the key to finding meaning, joy, and fulfillment in your work? Imagine a culture where people are deeply engaged producing their best work. Collaboration happens with ease, and team synergy creates innovative outcomes. At the end of the day people leave inspired, fulfilled, and are looking forward to tomorrow’s work. This is not a fantasy. It’s the natural outcome of connecting what people love to what they do. A Thought Leader in the Positive Psychology of Peak Performance, Violinist Diane Allen shares her three-step Flow Strategy™ system in this highly experiential program. You’ll learn three simple questions that unlock genius and how to utilize them to improve employee engagement, retention, and recruitment. |
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General Session | Unlocking the Power of AI in Financial Services
In this engaging talk, we delve into the fascinating world of Artificial Intelligence (AI) and its profound impact on financial institutions. Buckle up as we explore the following key areas: AI Unleashed: Discover how AI is reshaping the landscape of finance. From predictive analytics to personalized recommendations, we’ll unveil the transformative potential that AI brings to the table. Navigating Risks: As we embrace AI, we must also confront its challenges. Dive into the complexities of bias, data security, and compliance risks. Learn how to tread carefully while harnessing AI’s power. Supercharging Financial Functions: Explore real-world use cases where AI shines. From turbocharging fraud detection to streamlining content management, witness AI’s magic across various domains. The Workforce Revolution: Peek into the future of work. How will AI impact jobs? What new skills will be in demand? We’ll unravel the workforce implications and prepare you for the AI-driven era. Guardians of Data: Understand why robust AI policies are non-negotiable. Learn how to safeguard sensitive information within financial institutions while maximizing AI’s potential. Join us on this enlightening journey—a primer that demystifies AI and empowers you to navigate the financial landscape with confidence. |
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10:20 a.m.
Networking Break |
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10:45 a.m. - 11:45 a.m.
Breakout Sessions |
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Breakout #1 | Helping Teams Thrive in a VUCA World
An environment of volatility, uncertainty, complexity and ambiguity (VUCA) is becoming more prevalent in the business world. To help lead teams through this environment, it is important for leaders to understand behaviors and Organizational Change Management (OCM) strategies to incorporate to build greater change agility and resilience. This change leadership session is intended for all leaders who are sponsoring and guiding others through change. |
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Breakout #2 | Cracking the Code: How Credit Unions Can Win Over Gen Z
Join us for an insightful session on attracting and retaining younger members. In today's competitive landscape, credit unions must reimagine their approach to forge lasting relationships with Gen Z. Learn from our newest solution partner, Sparrow, and discover: • Decode Gen Z and Millennials: Understand their unique values, expectations, and communication preferences. • Become their financial hero: Craft a compelling value proposition that resonates with their aspirations and goals. • Outmaneuver the competition: Discover cutting-edge tactics and strategies to win the battle for Gen Z. • Build lasting relationships: Implement best practices for fostering multi-product loyalty and long-term engagement. |
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11:50 a.m. - 1:45 p.m.
Networking Lunch |
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2:00 p.m.
Breakout Sessions |
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Breakout #3 | Succession Planning from a Regulatory Perspective
Change is inevitable, but is your credit union properly positioned for successful transitions? Credit union boards and senior management often find themselves reacting to sudden losses and finding out the hard way that potential replacements do not have the knowledge or experience needed. Join our compliance partner, ViClarity and their Regulatory Compliance Officer Kayley Grant, to discuss challenges your credit union may face, tips on how to lessen change of leadership impact, and helpful tools to develop the next generation of your credit union. |
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Breakout #4 | Labor and Employment Law Update
Presenter update: Chris Hoyme, Principal with Jackson Lewis PC, will present a labor and employment law update. Chris will discuss the latest developments impacting how you manage your workforce and provide overall best practices including effective legal strategies and how to avoid costly employer mistakes. |
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3:15 p.m.
General Session | High Performance & Engagement Most of us are burnt out, tired and doing too much, all at once. But what if there was another way? In this engaging, evidence-based, hilarious keynote experience, Juan shares science-backed insights on how we can feel more energized and engaged. After this high-energy presentation, your audience will leave with the tools to be more engaged and inspired to share that energy with the people who need it most. |
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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 |
