Credit Union Professionals Roundtable

Many managers and vice presidents state that this is one of the most beneficial meetings they attend each year. At these meetings, facilitated discussion allows you to truly learn from your peers. Plus, the connections built here can and do last a lifetime.

Thursday, August 24 and Friday, August 25, 2017
Comfort Inn |  Bismarck, ND


Thursday, August 24, 2017

Lunch is on your own. Meeting at Comfort Inn.

12:15 p.m. to 12:30 p.m. - Registration

12:30 p.m. to 3:30 p.m. - Introductions and Open Forum
  • Open Forum-Submit topics/questions in advance or bring them to the event. The more questions the more beneficial this roundtable is for everyone! Remember to ask other staff and departments in your credit union for their questions and bring them along...or just bring more staff along from your credit union so they can ask their questions. 
3:00 p.m. - Current Expected Credit Losses Methodology (CECL) Presentation by Eide Bailly 

3:45 p.m. - Compliance Q&A with Amy Kleinschmit, Vice President of Compliance

5:30 p.m. - Golf at Riverside Golf Course (Optional)

6:00 p.m. - Trapped in Bismarck (Optional)

8:00 p.m. - Networking Social at Hotel

Friday, August 25, 2017
Breakfast on your own--complimentary breakfast served at hotel for hotel guests

8:00 a.m. - What's Trending in Marketing with Katie Dressler, Vice President of Communications/Awareness

8:30 a.m. - Open Forum

11:00 a.m. - CUAD Update with Jeff Olson, President/CEO and Listening Session with CUAD Staff

12:00 p.m. - Dismiss


The Credit Union Professionals Roundtable is a great place for anyone in the credit union industry, from vice presidents, senior managers, supervisors, and even branch managers - your job title doesn’t matter. The Roundtable is the perfect, casual setting to gain an understanding of the pressing topics and opportunities your credit union faces and issues relevant to your credit union. This event will also allow you the opportunity to network and exchange ideas with other credit union professionals throughout the Dakotas. 

Hotel Information
Sleeping rooms are available at the Comfort Inn at the rate of $77.00 per night plus tax for single, queen, or king. We have rooms reserved for Thursday, August 24, call 701.223.1911 and ask for the Credit Union Association of the Dakotas (CUAD) block.
Rooms will be released on August 9, 2017.


  • check-in time is 3:00 p.m. CT
  • check-out time is 12:00 p.m. CT

Comfort Inn
1030 East Interstate Avenue
Bismarck, North Dakota

Optional Events
Golf Course Information:

Riverside Golf Course
725 Riverwood Drive
Bismarck, ND

RSVP for golf on the registration form. You will be responsible for the cost of the green fees and cart rental. Green fees are $29 per person for nine holes including cart or $21 per person without cart.

Trapped in Bismarck:

You and your party will work together, putting your communication and puzzle-solving skills to the ultimate test. Uncover clues, make connections and find the right solution to escape the room. The cost is $26 per person, you are responsible to pay when you arrive. Please RSVP for this event on the registration form, we are limited to the number of participants.

Your Educational Investment to attend the Executive Staff Open Forum is $50 per attendee. Deadline to register is Thursday, August 17, 2017

Please make all checks payable to:
Credit Union Association of the Dakotas
2005 N Kavaney Dr
Bismarck, ND 58501

Refund Policy
If registered participants contact the CUAD office at 701.250.3924 or 800.279.6328 ext. 3924 to cancel their registration at least seven business days prior to the session, they will receive a full refund of the registration fee. Cancellations occurring six business days or less before the session will receive a 70 percent refund of the registration fee. The Association reserves the right to bill the credit union for any meal charges passed on by the hotel due to a no-show or late cancellation occurring three business days prior to the session. Substitute registrations are welcome.