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New Ideas Conference
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The 2022 New Ideas theme, “People – Product – Purpose,” will encompass positive relationship building with your members while embracing those same cooperative principles within your own credit union doors. A ranch style setting, where cooperation is necessary for the success of all, is the perfect backdrop for this experience.
Reaching, retaining, and engaging with current – as well as future members – requires innovation and imagination. Are you ready to see the financial services industry through new insights and strategies? DakCU’s New Ideas Conference will leave you excited, invigorated, and inspired with new concepts, as well as actionable steps and key takeaways that you can implement at your organization immediately.
Due to feedback from previous attendees, we have condensed this event into 1.5 days, making optimum use of your valuable time and resources. We have also engaged Christopher Lorence, executive director of CUNA’s CU Awareness, LLC, as our emcee. Many of you will remember Chris from last year’s New Ideas Conference, where he was a first-time attendee and speaker. He loved it so much, he happily agreed to return for this year’s conference as our New Ideas facilitator!
Reaching, retaining, and engaging with current – as well as future members – requires innovation and imagination. Are you ready to see the financial services industry through new insights and strategies? DakCU’s New Ideas Conference will leave you excited, invigorated, and inspired with new concepts, as well as actionable steps and key takeaways that you can implement at your organization immediately.
Due to feedback from previous attendees, we have condensed this event into 1.5 days, making optimum use of your valuable time and resources. We have also engaged Christopher Lorence, executive director of CUNA’s CU Awareness, LLC, as our emcee. Many of you will remember Chris from last year’s New Ideas Conference, where he was a first-time attendee and speaker. He loved it so much, he happily agreed to return for this year’s conference as our New Ideas facilitator!
2022 New Ideas Lineup:
-times are subject to change-
Monday, October 3, 2022
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3:30 p.m.
Attendee Registration/Networking |
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4:00 p.m.
Welcome People, Product, Purpose and YourMoneyFurther Update Chris Lorence, CU Awareness LLC |
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6:00 p.m.
Dinner |
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7:00 p.m.
Diversification/Regeneration Jay Doan, Black Leg Ranch Located just 25 miles SE of Bismarck, the bread and butter of Black Leg Ranch has always been the cowherd. However, the Doan family had to diversify as more members were added. Homesteaded in 1882, the ranch has broadened traditional commercial cattle ranching into a multifunctioning, value-added agricultural enterprise that has diversified into a hunting outfit, international agri-tourism operation, wedding and events venue, craft brewery, and its most recent venture, commercial meats. Jay will discuss his firsthand knowledge of the importance of diversifying as well as regeneration. |
Tuesday, October 4, 2022
9:00 a.m.
Opening Session(s)
Opening Session(s)
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Clarity + Internal Communications
Patrick Metzger, EOS Worldwide As part of this presentation, Patrick will take attendees through specific tools that have proven to be deadly effective over and over again with businesses and get them thinking about how they are creating clarity and communicating effectively within their organizations to develop a cohesive and confident team and business. Some key points will include: concept of having the right people (culture and values fit) in the right seats (optimal structure in your credit union) as a core necessity in any business; creating organizational clarity around who you are, what you stand for and the long-term vision of the organization; creating clarity for departments/divisions and individuals that ties in to the organizational goals and strategic planning; and more! |
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Vantage Point
Jack Stahlman, Don't Flinch Guy Roles can change in an instant. One moment we’re working a ho-hum 9-5er and the next there’s a health crisis and an economic shift and we suddenly have a new role at work or even in the household. For those of us in new positions the road ahead may look daunting. But if you’re in the right role and you’re able to surround yourself with the right team, it just might be the adventure of a lifetime. This presentation creatively weaves in life lessons, challenging your team to think outside of themselves, and see the world through the eyes of others. By taking that perspective shift, attendees will gain a new appreciation for decision making at any level within an organization. And what’s more, this is the rare presentation that applies to employees and managers alike, due to its creative concept. |
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11:45 a.m.
Lunch/Networking |
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Embracing Broader Trends and Developing Future Vision
Sean Raboin, HTG Even before COVID-19, technology improvements were already impacting in-person banking. The traditional ways of delivering banking services are a thing of the past and financial institutions need to think differently to stay relevant. The new approach is being proactive and less reactive to the changing banking environment. In this session we will discuss how to separate yourself from the competition and to deploy these relationship building strategies through a physical built environment. |
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Digital Onboarding and Member Engagement
Ted Brown, Digital Onboarding For credit unions, acquiring a new account is expensive and first-year attrition rates are sky high. Welcoming members with paper welcome kits, direct mail, and phone calls is expensive and ineffective. There has never been a better time for credit unions to double down on driving organic growth. find out what’s at stake and how to turn new and existing members into deep and lasting relationships. In this session learn of recent trends in capturing market share and how credit unions are performing; organic growth opportunities for credit unions and how better onboarding can help; and most importantly - best practices for serving new and existing members to ensure they become and stay fully engaged. |
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Group Discussion/Q&A
Chris Lorence, CU Awareness LLC |
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5:00 p.m.
Social/Networking |
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6:00 p.m.
Dinner |
Thank you 2022 New Ideas Conference Sponsors
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