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Financial Well Being

Tristate Collaborative Leadership Conference

Hosted by the Minnesota, Montana, and Wisconsin Credit Union League

Financial Well Being
Aug 05 8:30 AM - Aug 06, 2024 4:15 PM
Aug 05, 2024 8:30 AM - 4:15 PM
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Description

Tristate CollaborativeNew Tristate Collaborative Leadership Conference coming to Minnesota this August. 

The Tristate Collaborative Leadership Conference, hosted by the Minnesota, Montana, and Wisconsin Credit Union Associations, is a new event that will focus on accelerating leadership skills and building credit union knowledge for the next generation of leaders. The event will be held August 5th and 6th at the JW Marriott Mall of America in Bloomington, MN.  

Content will include general sessions and breakouts, with expert speakers sharing practical skills, inspirational stories, and how to incorporate credit union principles into your leadership journey. Plus attendees will have plenty of time to network with credit union colleagues from across our region. We highly encourage all leaders to register! YP Network, Leadership Institute, Training and Lending Officers, Council members and Tristate Mentorship Match participants be sure to attend this valuable networking event! 

Sponsorship opportunities/information >>

Agenda

Monday, August 5                  

8:30 am – 9:30 am
Breakfast & Registration   

9:30 am –  10:45 am
Welcome & Opening Keynote

If You Can See It You Can Change It: 3 Keys to Navigating Change 
Dennis McIntee, Speaker & Author
There are outstanding opportunities for organizations to grow with their current teams yet many leaders still face hurdles. This keynote prepares leaders to thrive in today’s increasingly competitive environment. 

Because our workforce and customers are changing, the approach to effective leadership needs to evolve. 

Traditional carrot and stick type leadership no longer works. High- trust, high-performance environments demand a more collaborative approach to managing performance. As the author of several groundbreaking books on leadership, personal development, and success, Dennis offers this keynote for those looking to navigate workplace culture.

11:00 am – 12:30 pm
Speak Like a Pro: The Who, What and How of Public Speaking
Sally McKay, Communications Consultant | United States Department of Justice Office of Legal Education  
How many times have you been stuck listening to a speaker who seems to have no idea who you are and worse - doesn't care? Or the presenter whose content has no structure and no clear indication that it will ever end? Or the keynoter who looks, sounds and seems like they would rather be doing anything else but giving a talk? Join Sally McKay for Speak Like a Pro and give your audiences what they want by prioritizing the Who, What and How. 

12:30 pm – 1:30 pm
Lunch

1:30 pm – 2:30 pm
Breakouts  

Breakout 1

The Results Driven Team
Dennis McIntee, Speaker & Author
When it comes to productivity, results and ownership go hand and hand. If a team member does not feel they truly hold ownership, they do not feel responsible for the outcome. You can build a results driven team even if that is not your culture today. The key to passing off ownership to team members is instilling trust in their abilities and then ensuring they feel it within themselves. Once trust is established, you can perfect the communication process flow for tasks and projects applicable to your company. Finally, you can develop a healthy feedback system to skillfully react to obstacles or challenges that stand in the way. The ultimate result is a team working towards a common goal with a shared responsibility and drive for the best possible outcomes. 

Learning Objectives

  • Explore the trust building skills you need to drive results 
  • Understand the two components for every successful interaction so your teams are more efficient. 
  • Learn the three-part feedback exercise called SOS™ that empowers everyone to identify obstacles or points of conflict. 

Breakout 2

Coaching and Mentoring
Kristy Walz, Consultant | Confluence Consulting
Managers control. Leaders build trust, listen effectively, provide clear performance feedback, and model effective leadership behaviors. In this crash course you'll build tools that you can apply immediately to increase employee passion, performance, and potential. 

2:45 pm – 3:45 pm                       
Breakouts  

Breakout 1
Stressed Out? Practicing Calm in Everyday Chaos
Sally McKay, Communications Consultant | United States Department of Justice Office of Legal Education  
 Wouldn't it be nice if we could snap our fingers every time we felt stressed out and instantly be transported to our favorite vacation spot?  This breakout session offers no such escape plan, but in Practicing Calm in Everyday Chaos, Sally McKay will teach mind and body techniques to help you find calm in the chaotic reality of everyday life.  From intentional breathing to embodied movement, you'll practice slowing down, turning inward and increasing your capacity for calm. 

Breakout 2

Change Resilient Verses Change Resistant
Kristy Walz, Consultant | Confluence Consulting
We are experiencing change in our lives and organizations at a faster rate than ever before. In this interactive session you’ll learn how to move from change resistant to change resilient to change-ready.

4:00 pm – 5:00 pm             
Speed Networking  

5:00 pm – 6:30  pm           
Reception    

6:30 pm
Dinner on your own   

Tuesday, August 6   

7:30 am – 8:30 am
Mentorship Program Celebration Coffee Hour

8:30 am – 9:00 am
Breakfast (light) 

9:00 am – 10:00 am
General Session

From Broken to Beautiful
Courtney Godfrey, Fox 9 Minneapolis TV Reporter 
Whether it's at work, life or love, a shift in perspective can change everything--making happiness and success achievable. Courtney Godfrey was a healthy, happy 30-year-old newlywed when a freak accident sent her life into a tailspin. Although memories from that day are traumatic and everyday tasks can be a struggle, Courtney chooses to look at her situation with gratitude and grace. She will take your audience on a journey that will have them both laughing and crying, all while challenging them to do better and be more. 

10:15 am – 11:30 am
Breakouts    

Breakout 1
A Taste of Personify Leadership
Gerry Singleton, President/CEO, Montana’s Credit Unions  
Being a leader takes all you’ve got! The Personify Leadership program is a two-day, immersive leadership experience that will equip you to immediately apply the skills and tools in your job. During this interactive overview session, you will be exposed to eight core competencies that will help you:

Learning Objectives

  • Deepen your understanding of what it takes to be a leader 
  • Develop key skills and practical “how to’s” for leading your workforce more effectively 
  • Gain a greater appreciation for your own strengths and development areas; and  
  • Experience a comprehensive and diverse approach to leadership 

Breakout 2
Financial Wellbeing for All
Josh Roberts, Vice President of System Collaboration & Development
To be effective in promoting Financial Well-Being for All, a credit union leader needs to guide the staff and the board of directors in understanding how this philosophy fits into the mission and vision of the credit union and the greater Credit Union Movement. In this session, we will discuss tools that can help to create understanding of the importance of Financial Well-Being for All, how to breakdown misperceptions, and how to measure success in serving current and future members.

11:30 am – 12:30 pm
Lunch        

12:30 pm – 1:45 pm         
Panel on Career Pathing  
Julie Cosgrove, Chief Talent Officer | Affinity Plus
Jeremy Presta, has served as President/Chief Executive Officer | Park Side Credit Union

2:00 pm – 3:00 pm
Breakouts    

Breakout 1

Exploring Why
Josh Roberts, Vice President of System Collaboration & Development       
Those of us that have been part of the Credit Union Movement understand the importance of the work we do and how it serves our members and communities. But what can we do to build that enthusiasm for our employees and board members? In this session we will discuss the importance of building a strong mission around credit union philosophy, how to create empathy amongst employees for each other and your members, and what leaders can do to inspire others to think of credit unions as more than just a job. 

Breakout 2

Advocacy 101, Getting Involved and Why It's Important
Cynthia Callais, Political Advocacy Director | Minnesota Credit Union Network 
Join MnCUN’s Political Advocacy Director Cynthia Callais as she discusses the importance of advocacy in the credit union movement. Learn how to share the credit union's mission and message with lawmakers and partners; discover best practices to effectively engage in the process; and learn ways to encourage others to be informed on legislative issues that affect our employees and members. 

3:15 pm – 4:15 pm             
Closing General Session

Servant Leadership: Prioritizing the Greater Good                                         
Gerry Singleton, President/CEO, Montana’s Credit Unions  
The servant-leader is servant first. It begins with the natural feeling that one wants to serve, to serve first. Then conscious choice brings one to aspire to lead.” This quote by modern Servant Leadership movement founder, Robert Greenleaf, gets at the essence of credit union leadership. With a “people helping people” mindset, today’s credit union leaders are most effective when they prioritize the greater good in their decision-making and their actions. Leading with this mindset leads to higher engagement, more trust, and stronger relationships with team members and other stakeholders. It can also lead to increased innovation.  

In this interactive session, participants will discuss the differences in a servant-first versus a leader-first mindset. They will learn the 10 characteristics of a servant leader along with the necessary skills behind them. Finally, participants will leave with a Servant Leader checklist and action plan to grow and develop as a servant leader in their credit unions. 

4:15 pm
Adjourn   

Additional Info

Speakers

Josh Roberts

Vice President of System Collaboration & Development | The League

Josh is responsible for promoting credit union service and outreach and fostering opportunities for credit union growth. You can also find Josh helping Wisconsin's small credit unions with operational consulting, provides strategy assistance by facilitating Strategic Planning Sessions, and providing various training for credit union leaders, staff, and boards. Additionally, Josh spearheads diversity, equity, and inclusion initiatives for The League and its member credit unions and is also the League Liaison for the Wisconsin Credit Union Foundation and oversees its operations.

Josh has nearly 20 years of experience in the financial industry, having served credit unions as a vice president, controller, and compliance officer.  He is a graduate of CUNA Management School, where he served as Class President, and a 2016 graduate of the Credit Union Development Educators (CUDE) program.  

Josh currently serves on the Executive Committee of the CUNA Lending Council and is Vice-Chair of CUNA Lending Council’s Member Resources Committee and Vice-Chair of the Engagement Committee. In addition, he is engaged in the community, serving as Board Chair for the Milwaukee Area Technical College Accounting Advisory Board, and as a member of the Milwaukee Area Technical College Banking and Finance Advisory Board. He has previously held positions and volunteered with local neighborhood associations, the American Red Cross, and local environmental organizations.

Dennis McIntee

Speaker & Author

He is a gifted keynote speaker and author, travels across the US speaking at leadership summits, management training events and healthcare conferences. So many people already know Dennis as “The Drama Free Guy.” This is because Dennis understands that if you eliminate unhealthy drama in the workplace, your teams will thrive and succeed. 

In addition to speaking and teaching, Dennis is also passionate about leadership consulting. He loves to walk alongside leaders as they create high-trust, high-performance cultures.   

Dennis has authored 4 books: 

  • The 8 Qualities of Drama Free Teams 
  • The Power of Pursuit 
  • Drama Free Teams in Healthcare 
  • Drama Free Productivity 

Sally McKay

Communications Consultant | United States Department of Justice Office of Legal Education
She is a speech coach with 30 years of experience in public relations. She has led numerous workshops on public speaking, presentations, and media interviews, in addition to private speech coaching sessions. Her clients include business owners, professors, lawyers, doctors, c-suite officers, and political candidates.    

Sally helps her clients become more self-aware and connect with their audiences and content. Her coaching is detailed, intentional and infused with just enough humor to make even filmed exercises a positive experience. Clients go on to give speeches and presentations that resonate, inform, and inspire.   

Currently, Sally is a communications consultant with the United States Department of Justice Office of Legal Education, where she teaches presentation skills to attorneys and other DOJ staff.  She has previously served in several capacities at the University of South Carolina, including Assistant Dean of Advancement at the Joseph Rice School of Law, and executive director of the university’s bicentennial commemoration in 2001.   

Sally has been a student and instructor of yoga for more than 20 years.   

She is a graduate of the University of South Carolina College of Journalism and Mass Communications. 

Kristy Walz

CEO | Confluence Consulting

Kristy Walz is a results-oriented consultant with twenty years of experience working with leaders in varied industries and roles to help them achieve their goals. She helps create change-ready organizations and helps people find purpose in their work. In addition to her responsibilities with Confluence Consulting, Kristy serves as adjunct faculty for campuses within the Minnesota State Colleges and Universities System, and is a practicing Spiritual Director. She is a keen observer with deep curiosity about human interactions and the ability to turn data into decisions.

Courtney Godfrey

Fox 9 Minneapolis TV Reporter
You may recognize Courtney Godfrey from her job as a local TV reporter at Fox 9 in Minneapolis. While her job is fun and fulfilling, Courtney says her biggest accomplishments stem from her advocacy and charitable work. After suffering a life altering injury in 2017, Godfrey has used her platform as a local TV reporter to spread a message of hope and perseverance. In 2021, she took a huge leap of faith by pursuing a career in competitive snowboarding – landing her on para-snowboard world cup circuit. She is a mother to two young children and lives with her husband in Minnetonka. Her positivity is infectious and her honesty refreshing. Her story of resilience will have you both laughing and crying, all while challenging you to shift your perspective. 

Gerry Singleton

President/CEO | Montana’s Credit Unions (MCU)

He has dedicated his career to the credit union movement, and he brings that passion and dedication into his role as President/CEO of Montana’s Credit Unions (MCU). Gerry plans and directs the financial, operating, and human resources for the Montana Credit Union League, Montana Credit Unions for Community Development, and the League Service Group. He also serves as a board member of the Montana Credit Union League Group Benefits Trust and oversees its operation. Under Gerry’s leadership, MCU continually delivers quality advocacy, programs, and services across the state.  

Previously to joining Montana’s Credit Unions, Gerry spent 25 years as the VP-Credit Union System Relations at CUNA Mutual Group, working closely alongside leagues, CUNA, and other key system partners to build a thriving credit union system. During his time in the credit union movement, he has served on various national boards of directors and advisory groups, including the Board of the National Credit Union Foundation, the Board of the CUNA Mutual Foundation, Credit Unions Building Financial Independence (CT), the Advisory Board of the CUFinHealth Fund, and as an active Credit Union Development Educator (CUDE), with designations for International DE,CaribDE and Africa DE. 

Singleton is a long-time resident of Bozeman, Montana, who loves spending time with his family, hiking, and connecting to his community.

Cynthia Callais

Director of Political Advocacy | Minnesota Credit Union Network

Julie Cosgrove

Chief Talent Officer | Affinity Plus
In this capacity, she leads strategic direction of the Human Resources and Learning and Development teams. Julie is focused on the experience of Affinity Plus employees, including talent management, development and training, diversity and inclusion, employee engagement, and total rewards and compensation. In September of 2015, Julie returned to Affinity Plus, having previously worked for the credit union from 2000-2012 and establishing herself as a leader in a variety of capacities. Julie was recognized in 2022 as one of the Women in Business honorees by the Minneapolis St. Paul Business Journal, and was also a 2022 honoree for the Notable Women in Banking and Finance award by Twin Cities Business Magazine. Julie serves on the Board of Directors for Callahan & Associates and is an active volunteer for Make a Wish MN. 

Jeremy Presta

Served as President/Chief Executive Officer | Park Side Credit Union
He has served as President/Chief Executive Officer of Park Side Credit Union since 2002. Prior to Park Side, he served as officer of the bank, loan officer and credit analyst for First National Bank of Montana and assistant manager of CitiFinancial and AVCO Financial. He holds a bachelor’s degree in business administration from the University of Montana. An active volunteer, Presta has served on the Montana West Economic Development Board of Directors, the Kalispell School District #5 Career Field Advisory Committee, Boys and Girls Club of Glacier Country Board of Directors, FVCC Board of Trustees and Leadership Flathead Advisory Committee. He is a past president of Whitefish Rotary and currently serves as the chair for the Montana Credit Union Network. 

Lora Benrud

President/CEO | WESTconsin Credit Union

Lora Benrud began working at WESTconsin Credit Union in 1984 and is the fourth president in the company’s history. Prior to becoming CEO in August 2014, she held the position of Chief Financial Officer. Lora has a Bachelor of Science degree in Business Administration from Mount Senario College and a Master of Science degree in Management Technology from University of Wisconsin – Stout.

She currently serves on boards for the Stout University Foundation, Dunn County Economic Development Corporation, and Wisconsin Credit Union League. Lora is also a member of the Women’s Giving Circle of Dunn County. She enjoys sporting and outdoor activities, traveling and reading.

Lora plans to retire from WESTconsin in September 2024.

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