MonDak

Save the Date:
MonDak Roundtable 2024
Las Vegas, NV • Jan 17-18

2024 MonDak Speaker Biographies

Starting in 2017, Dakota credit union leaders, along with credit union leaders from Montana, gathered in sunny Las Vegas, Nevada, for a high-level educational and networking opportunity. This annual conference was suitably named the “MonDak Roundtable.” Beginning in 2024, we are pleased to welcome Minnesota credit union leaders to the table!
Exclusively for senior management, CEOs, and volunteer board members, our 2024 event will once again offer an exciting, fast-paced two-day schedule of unique sessions for both CEOs and volunteer board members. MonDak is an amazing educational opportunity for regional credit union leaders to collaborate and share ideas as they are guided by a professional lineup of top industry thought leaders. Eager to find out what’s new – and what remains the same – in our great industry? You do not want to miss this C-Suite meeting packed with information that is invaluable for large and small credit unions alike!

Wednesday, January 17 2024 | Flamingo Hotel

1:30-2:00
Registration

2:00
Pre-Conference Executive Session
Catie McDonald - What a Board Wants
You meet with them every month or more – but do you really know what your board wants? Maybe. Have the meetings become routine and non-productive? Sometimes. Are you getting what you want from your board? Usually. Sounds like a situation that is totally fine – but who wants to settle for fine? Let’s identify steps you can take to increase board relationships, overall engagement, and foster a productive board experience.

2:00
Pre-Conference Volunteer Session
Scott Butterfield - Board Recruitment, Development, and Retention Strategies to Build and Ideal Board
This discussion begins with board roles, responsibilities and need for a well developed and fully functioning board. It also addresses strategies on how credit union leaders can recruit new engaged board members to fill vacancies and to improve diversity of their board. The board will learn about board development opportunities and characteristics of high performing credit union boards.

3:15
Pre-Conference Volunteer & Executive Session
Catie McDonald - The State of Credit Union Strategy
We know the “state of the credit union industry” – but what does that mean for your strategy? The old threats remain: taxation, regulation. Ongoing issues look different: the economy, succession planning, talent acquisition & development, member-centricity. We think about old concepts in new ways: DEI, financial well-being, FinTech. It’s a lot – but it is also a huge opportunity. Let’s discuss where to focus and how to take advantage of these opportunities.

5:00
Reception & Welcome - Margaritaville

Thursday, January 18 2024 | Flamingo Hotel

7:30
Breakfast

8:30
Welcome and Open
Jeff Olson, Gerry Singleton, Mara Humphrey

8:45
Regulatory Update
Cherie Freed - Regional Director, NCUA

9:45
Volunteer & Executive General Session
Scott Butterfield - Purposely Pivot and Prosper
This presentation is centered around intentional changes to vision, mission and strategies when they are at risk of being irrelevant. Examples of when credit leaders might consider an intentional pivot from an existing strategy, and it will provide credit union case studies of successful redirection and pivots.

11:00
Executive Session
Scott Butterfield - Succession: Building the Bench for Future Growth and Relevance
This discussion is focused on strategies and ideas to help credit union leaders develop a strong management. A team with the skill sets, capacity and desire to grow the credit union, increase credit union impacts and to be prepared to fill vacancies in leadership when they occur. The dynamics of a strong leadership team will be discussed, and development strategies will be presented.

11:00
Volunteer Session
Catie McDonald - What a Board Needs
Being a volunteer board member comes with a lot of responsibility. What do you need to deliver on that responsibility? What do you need from your CEO and the leadership team? And what do you need from your fellow board members? And how can you get what you need? We will discuss how to assess those needs and then determine how to meet them.