Credit Union Information
The Minnesota Credit Union Network invites you to attend its annual Fall Conference. on Sept. 6-8. This event features industry experts providing insight and relevant information on top credit union issues. Session topics include best practices for Minnesota credit unions, ethics, generating revenue, and supervisory committee duties.
Held at Madden's Resort in Brainerd, Fall Conference also offers attendees many amenities that provide relaxation and recreation. Madden's offers first-rate dining, and unrivaled leisure activities – including top-notch golf courses. It's business casual throughout the weekend for conference participants, including at the Saturday evening banquet.
With valuable networking opportunities, informational workshops and entertainment, this conference has something for everyone!
Thank you to our Gold Level Sponsors AmeriCU Mortgage, CliftonLarsonAllen LLP, CUNA Mutual Group and Minnesota Item Processing Corporation (MnIPC) for their support of Fall Conference.
Conference Registration & Lodging
To attend Fall Conference, credit union professionals and volunteers must complete MnCUN's online registration, and then reserve lodging through Madden's.
- MnCUN Conference Registration: Registration for Fall Conference is now closed. With questions, contact Administrative Assistant Lindsey Evans at (651) 288-5535 or MnCUN Director of Education Sue Groskreutz at (651) 288-5521.
- Madden's Reservation: Lodging arrangements must be made directly with Madden's. The lodging reservation deadline has passed, however, rooms may still be available at the regular rate. More information on lodging is available on the Fall Conference Lodging page of the Network website.
Workshops & Exhibit Hall
The conference’s workshops begin on Friday at 1:30 p.m. in Madden’s Golf Villa meeting room and on the lower level of Town Hall. They will continue in Town Hall’s upper level on Saturday morning.
When you arrive at the conference, please stop by MnCUN’s registration booth in the lower level of Madden’s Town Hall to pick up your conference materials.
Throughout the weekend, attendees will also have a chance to learn about a variety of credit union products and services in the Fall Conference exhibit hall, in the upper level of Town Hall. Meet representatives from companies dedicated to serving the Minnesota credit union movement. Prize drawings will occur during the Friday evening reception and on Saturday morning in the exhbit hall, so be sure to meet with the companies that are exhibiting.
The exhibit hall will be open on Friday from 3 p.m.-6:30 p.m. and on Saturday from 9:30 a.m.-11:30 a.m. Be sure to thank all of the companies that are exhibiting at Fall Conference, as their attendance assists in making this conference possible.
- This year's Gold Level Sponsors are AmeriCU Mortgage, CliftonLarsonAllen LLP, CUNA Mutual Group and Minnesota Item Processing Corporation (MnIPC).
- Silver Level Sponsors are 20/20 Analytics, Allied Solutions, Alloya Corporate FCU, HTG Architects, NuSource Financial, Q Market Research, San Antonio FCU, and SPC Companies.
Volunteer Certification Session
In an increasingly risky world, there are a variety of risks that impact your credit union's ability to serve its members. The first part of this module deals with the concepts and processes fundamental to the task of assessing and managing risk. The second part of this module will examine some of the specific areas of risk faced by credit unions, and the policy and operational challenges they present. Topics include, but are not limited to:
- Risk assessment basics
- Enterprise Risk Management (ERM)
- Benefits of ERM
- Asset liability management
- Employment risk
- Disaster risk
Sign-up for the Saturday afternoon golf tournament has been incorporated into the online conference registration form. Be sure to indicate whether you will be participating in the tournament and if you have a team member preference. Due to space constraints in the tournament, play is limited to conference participants and their spouse/ guest (no children please). For free-time golf reservations, call Madden's at (800) 247-1040, and be sure to mention the conference!
Entertainment & Networking
On Friday evening, attendees will be able to mix and mingle with peers and vendors during a reception in the exhibit hall. Sponsored by the exhibitors, the event will take place from 5 p.m.-6:30 p.m. in the upper level of Town Hall.
From 9:30 a.m.-11:30 a.m. on Saturday, conference attendees can enjoy beverages and visit with other credit union attendees and vendors. Be sure to attend for a chance to win one of the conference’s prize drawings.
On Saturday afternoon, attendees may choose to participate in BINGO, a golf tournament, pontoon rides or trap shooting. Due to space constraints participation in these activities is limited to credit union attendees and their registered spouse/guest.
Saturday evening’s banquet will feature dinner, prize drawings and entertainment by Stevie Ray, Executive Director of Stevie Ray Improv Co. Social time is sponsored by CUNA Mutual Group.
Friday, Sept. 6, 2013
|1 p.m.-6:30 p.m.
Affordable Care Act: How It Affects Business & Families – Becky Taylor
& Jay McLaren of Medica *
During this session attendees will hear how the new law affects insurance coverage for families in Minnesota. Topics include the small business health care tax credit, requirements for employers, requirements for plans sold in the small group market, health insurance exchanges, free prevention benefits and more!
Maximizing Board Impact – David Seibert +
Learn the five core characteristics that any board must exhibit in order to maximize their strategic impact and hear early results of a Minnesota credit union benchmark study evaluating these characteristics. Attendees will walk away with actionable recommendations for leaders seeking to strengthen their boards.
Decoding the Exam Process: 10 Essential Techniques – David Reed *+
This session will review the current regulatory climate and core regulatory concerns and discuss the basics of the examination process, as well as reveal the best practices for planning, preparing and engaging the examination team.
VAP – 305: The Basics of Risk Assessment for Volunteers – Marcia Lewis +
This session will discuss concepts and processes fundamental to the task of assessing and managing risk. Attendees will also learn about specific areas of risk faced by credit unions, and the policy and operational challenges they present.
Internal Security– David Reed *
Credit unions operate in a world of risk. Every loan contains a risk that the borrower will not be able to pay it back. There are also the risks of cash shortages, damage to the credit union's reputation, and other financial losses. At the end of the day, the ultimate responsibility for the credit union's risks lies with the Board of Directors. In today's economic environment, this responsibility is far from straight forward. This session will help board members understand, measure, and monitor credit union risks.
Common Errors Made By Smart CEOs & Boards and How to Avoid
Them – Bob Hoel *+
Top CEOs and boards in most industries frequently make predictable errors that harm, and sometimes destroy,l their organizations. Research into the causes of these errors yields results that are proving highly useful. This session will examine eight causes of strategic errors in credit unions and how they sneak into our thinking processes. Attendees will learn how to develop ways to avoid them.
|3 p.m.-6:30 p.m.
|5 p.m.-6:30 p.m.
||Reception in Exhibit Hall
|6:30 p.m.-7:30 p.m.
Saturday, Sept. 7, 2013
|7 a.m.-8:30 a.m.
|9:30 a.m.-11:15 a.m.
|8:30 a.m.-12:30 p.m.
The Economy, Politics and Business: It's a Jungle Out There"
– Roger Tutterow +*
What is Emma Worth? – The Big Payoffs of Increasing Your Pre-Adult CU Membership – Bob Hoel
Striking Back at Mediocrity! Boldly Get Better Results Than You've Ever Experienced Before – Fred Schafer +*
|12:30 p.m.-1:30 p.m.
|2 p.m.-5 p.m.
Free time activities
- 9-hole scramble golf tournament – 2 p.m.
- Bingo – 2 p.m.
- Pontoon tours – 2 p.m. and 3:45 p.m.
- Trapshooting – 2 p.m. and 4 p.m.
||Reception Sponsored by CUNA Mutual Group
||Banquet featuring improv comedy with Stevie Ray
+ Volunteer Track Session
* Management Track Session
*+ General Session
Hoel is a Senior Scholar for the Filene Research Institute and a Professor Emeritus of Business at Colorado State University. He is frequently invited to speak to groups of credit union leaders, regulators, auditors and others at conferences worldwide about credit union challenges and opportunities. Hoel serves on committees for the Credit Union National Association and the National Federation of Community Development Credit Unions and is a board member of the Mountain West Credit Union Foundation.
||Marcia Armstrong Lewis
Lewis is MnCUN's Compliance & Audit Consultant. She works with credit unions to help them meet their ongoing compliance needs and provides compliance and auditing services on a project basis. She works as part of a credit union's team to identify compliance issues and assist in implementing solutions. Lewis has 25 years of financial institution experience, including the areas of risk management, internal auditing, training, compliance and operations. She also helps establish, develop and strengthen programs that facilitate credit union compliance with regulations.
Jay McLaren is the Director of Government Relations at Medica, a regional not-for-profit health plan. He is responsible for executing Medica's legislative and public policy strategy, which includes working closely with the Minnesota Legislature and state government officials. McLaren has worked in public policy fore more than 13 years. His experience includes work at the Minnesota House of Representatives, Minnesota Department of Administration and the Department of Health. Prior to joining Medica, he was a Government Affairs Manager at Schering-Plough pharmaceutical.
Reed works as an attorney, author, consultant and is a nationally recognized speaker. He is a partner in the law firm of Reed and Jolly PLLC and founder of CUDoctor, a full-service credit union consulting practice. Reed regularly gives lectures on topics such as regulatory compliance, consumer lending, bankruptcy and collections. He's also been selected to train NCUA Field Examination & Audit staff on ID theft red flags, the SAFE Act and third-party contract management.
Known for his dynamic and thought-provoking speaking style, Fred Schafer specializes in moving people to remarkable professional performance, while building stronger, more balanced leaders and associates. He is a business consultant, researcher, entrepreneur and wellness coach. He is also the author of "How Can Anyone Become a Lean, Fat-Incinerating Anti-Aging Wellness Machine" and "Striking Back at Mediocrity." He has set company sales and profitability records with multiple organizations and has received national recognition for best marketing and revenue improvement and recruiting and retention efforts.
David Seibert, President & Principal Consultant of Sequoia Vantage, is a risk management expert. He has more than 15 years of experience ranging from Enterprise Risk Management (ERM), information security risk management, project risk management, financial risk management, operational risk management, strategic risk management and more. His expertise includes building entire programs to fit the needs of the organization while leveraging corporate values and unique cultural norms.
Becky Taylor is the Sales Development Manager at Medica, based in Minnetonka. She is responsible for the development of individual /family and Medicare sales across Minnesota, South Dakota, North Dakota and portions of Wisconsin. Becky has more than 20 years in the health insurance Industry and her range of experience gives her a unique understanding of the health care system, which she uses to help clients understand insurance products.
Roger Tutterow is a professor of economics at Mercer University and former Dean of the Mercer's Stetson School of Business. His analysis of the economic, business and political environments have been featured in a variety of media including Wall Street Journal, Financial Times, USA Today, Los Angeles Times, New York Times, and on CNN, CNBC, NBC and NPR's "Marketplace." Tutterow has also served as a consultant on financial economics and statistical modeling for corporate clients ranging from Fortune 500 companies to closely-held businesses.
With questions about the 2013 Fall Conference, please contact MnCUN Director of Education Sue Groskreutz by email or at (651) 288-5521.