September 27-28, 2023

The Park Event Center
500 Division Street, Waite Park MN 56387

The LEAD (Leadership Education And Development) Conference provides the opportunity to cultivate talented bank staff who have future leadership potential. The event focuses on preparing emerging leaders for the next steps in their banking careers. Attendees will:

  • Learn how their roles fit into the larger context at their bank.
  • Receive tips on leadership development.
  • Hear perspectives on how to make a positive impact at any level in an organization.
  • Build valuable industry connections.

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Breakout Session Descriptions


Wednesday, September 27th 

1:45 – 2:30 p.m.

Partnering with Fintechs Jennifer Miller, UMACHA
As more fintechs emerge in the payments industry, FIs have the opportunity to expand their offerings by cultivating meaningful vendor partnerships. As with all third-party relationships, appropriate oversight and vendor management are crucial, as well as seamlessly passing fintech products through to consumers. Students will learn how to set appropriate expectations with your partnering fintechs around rules enforcement, requirements and responsibilities. We will also discuss regulator expectations when it comes to working with fintechs, as well as the key elements of FFIEC Guidance as it relates to vendor management.

The "Business" of Banking - Build an Award Winning Sales Process
 Taylor Thoma, VGM forbinfi
We all know how important commercial loans and deposits are to the growth of your FI, so creating a consistent, branded sales process is critical. Learn how to leverage niche expertise, assign relationship value and quarterbacks, establish an onboarding program and enter a new market with a business focus. This session will help get you there – faster!

What You Need to Know about New MN Legislation Brenna Ramy, Abdo
As you’ve likely heard, the 2023 Minnesota legislative session wrapped up with the passage of some of the broadest and most sweeping employment-related regulations in decades, with mandates involving everything from employee paid leaves, to drug testing, to employee non-compete agreements. These new regulations begin rolling out as soon as July 1, 2023, and demand action from every single Minnesota employer.

We will have a high level overview of each major area of legislation, raise critical employer decision points, and provide clear next steps to help you prepare for and comply with the upcoming changes. You’ll walk away with:

1. Clarity related to the specific impacts of each regulation and how they apply to your unique organization.
2. Prioritization of the most critical and time sensitive compliance decisions so you can focus on “first things first.”
3. Identification of your key internal systems, policies, and practices that will require review, updates, and/or development.
4. Proactive awareness of operational challenges, barriers, or risks that you’ll likely be faced with related to the regulatory compliance.


2:40 – 3:20 p.m.

Cybersecurity First Aid John Streff, Vantage Point Solutions
When cyber incidents strike, it is crucial to have a plan in place regarding what to do first.  Naturally, an organization must immediately contact its incident response provider and/or forensics resource, but what needs to be done before they arrive?  What must happen in the minutes or even seconds following the discovery of a suspected cyber-attack?  Vantage Point Solutions (VPS) will discuss crucial triage and containment steps that must be completed immediately following the discovery of a suspected incident. 

Current Developments in Fraud Darin Styles, Abdo
In this presentation I'll look at current fraud scams affecting individual and enterprise customers and how to avoid them.  I will also discuss common occupational fraud schemes and red flags banks can watch out for with their customers.  I will end with some fraud stories for some real examples.

Cont'd. - What You Need to Know about New MN Legislation  Brenna Ramy, Abdo
Continuation of "What You Need to Know about New MN Legislation."

Thursday, September 28th  

12:30 - 1:10 p.m.

Data Analytics and Data Strategy: Why these should be top priorities in 2024, CLA
We are spoiled in the banking industry. We have access to an almost endless amount of data. But without a proper plan and strategy on how to utilize your data, you may find yourself in situation where you aren’t sure which reports, which data points, or who to believe. This session will cover challenges experienced by community bankers, real world experiences on how bankers can put a proper plan and strategy into place, and solutions for bankers on how to put their data to work in this ever-evolving industry.

Balance Sheet and Investment Portfolio Management: Integrating the Process Jim Radtke, United Bankers' Bank
In this session, Jim will demonstrate the value of integrating the balance sheet (ALCO) and investment portfolio management process.

Leadership Development: Understanding the Emerging Science of Behavior Change Joel Spoonheim, HealthPartners
Leaders see how various behaviors lead to differences in productivity, quality, creativity, and performance of individuals and a team.  Emerging brain science is changing the understanding of how habits are formed and how to sustain them as challenges arise.  This session will explore insights for individual habit formation along with best practices from the Total Worker Health field to shape optimal team behaviors for performance.

Lodging Information
Hilton Garden Inn St Cloud
Room Rate: $144
Block Release Date:  September 8, 2023
Guests can also call the hotel directly at 320/640-7990 and request GROUP CODE: BIM to receive the same discounted rate!

Residence Inn St. Cloud
Room Rate: $148 – $163 
Block Release Date:  September 8, 2023






Bankers Equipment Service
Case Financial
Edge One
Ironcore, Inc
Vantage Point Solutions

If you would like to sponsor, CLICK HERE

If you have questions, please reach out to Event Manager, Leah Byrne at Leah@Minnesota.Bank 

LEAD Program Committee

Full NameCompanyCityPosition
Riley AdamsFirst Resource BankStillwaterMember
Tiffany Baer PaineSecurity Bank USABemidjiMember
Justin CronenCommunity Development Bank, FSBHancockMember
Anita DrentlawNew Market BankLakevilleMember
Latham H. HetlandFarmers & Merchants State Bank of New York Mills, IncorporatedNew York MillsMember
Juli PoppFarmers and Merchants State Bank of PierzSauk RapidsMember
Austin WibergMinnesota Lakes BankDelanoMember

Questions? Contact Patti Coles at Patti@Minnesota.Bank or 651-789-3987