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Agenda

All conference events will be held in person at the La Cantera Hotel & Spa on February 10-12.

All sessions are listed in the Central Time Zone.

MONDAY, FEBRUARY 10
TUESDAY, FEBRUARY 11
WEDNESDAY, FEBRUARY 12

8:00 AM, FEB 11

  • 8:00 AM – 9:00 AM

Breakfast

Who should attend? All Attendees

Join us for breakfast to fuel yourself for an energetic day of learning and networking!

Sponsored by

9:00 AM, FEB 11

  • 9:00 AM – 9:50 AM

Keynote: Future-Ready: Mastering Change and Building Tomorrow Today

Who should attend? Visionary Pioneers, Tech Enthusiasts

Times of great disruption can be times of great opportunity — but how do you take advantage of it? In this high-energy, dynamic talk, Jason Feifer breaks down an actionable strategy for navigating moments of disruption, whether they’re giant (like the pandemic) or more specific (internal reorgs or shifts in industries). Change is tough, but it’s also a thrilling time filled with almost limitless opportunities for positive change and growth.

Jason argues that all change happens in four phases: First we panic, then we adapt, then we find a new normal, and then we reach Wouldn’t Go Back — the moment in which we develop something so new and valuable to our lives and careers that we say, “I wouldn’t want to go back to a time before I had this.” Jason offers his audience a way to reframe their relationship with change, spot opportunity in the once-impossible, and get to Wouldn’t Go Back.

jason Feiffer

Jason Feifer

Editor-In-Chief

Entrepreneur Magazine

9:50 AM, FEB 11

  • 9:50 AM – 10:20 AM

Welcome and Annual Meeting

Who should attend? All Attendees

Join us as we kick off the Owner Meeting with a powerful address from our CEO, reflecting on 25 years of success and outlining the bold vision for the future. Don’t miss this opportunity to hear firsthand about the direction and leadership that will shape our next 25 years!

Jeff Kline(2)

Jeff Kline

CEO

MDC

Jessica Archer

VP Client Services

Paterson Center

10:20 AM, FEB 11

  • 10:20 AM – 10:50 AM

Networking Break

Who should attend? All Attendees

Practice channeling your inspiration into action and go grab a snack or more caffeine. We’ll see you back after the break!

Sponsored by

10:50 AM, FEB 11

  • 10:50 AM – 11:20 AM

MDC's Strategic Execution Office: Driving Impact and Unveiling What's Next

Who should attend? Industry Trailblazers, Forward Thinkers

Join us for a deep dive into the latest MDC projects making waves in the industry! We’ll spotlight significant achievements and celebrate the progress driving our shared vision forward. Get a sneak peek at groundbreaking new initiatives poised to launch, showcasing our relentless commitment to innovation and strategic growth. Don’t miss this chance to witness innovation in action and get a front-row seat to what’s on the horizon for 2025.

Michelle Mozzar(1)

Michelle Mozzar

SVP, Strategic
Execution Office

MDC

Alex Johnson

Alex Johnson

Business Consultant

MDC

Jake Dunagan(1)

Jake Dunagan

Director, Governance
Futures Lab

IFTF

Lisa Bodell

Lisa Bodell

CEO

FutureThink

11:20 AM, FEB 11

  • 11:20 AM – 12:15 PM

Governance in the Age of AI: Steering the Future

Who should attend? Future-Focused Leaders, Digital Guardians

Uncover the roadmap to ethically integrating AI into public policy, ensuring a future of equitable, transparent governance. Richie unveils the strategic integration of AI into governance, ensuring policies evolve with technological advancements. His talk, will demystify AI’s complexities, addressing ethical considerations and transparent governance. This session is not just a keynote; it's a clarion call for principled leadership in the age of AI.

Richie Etwaru

Richie Etwaru

CEO

Mobeus

Alex Johnson

Alex Johnson

Business Consultant

MDC

Jake Dunagan(1)

Jake Dunagan

Director, Governance
Futures Lab

IFTF

12:15 PM, FEB 11

  • 12:15 PM – 1:15 PM

Lunch

Who should attend? All Attendees

Join the group for lunch and enjoy the sunshine. We'll see you back after the break!

Sponsored by

1:15 PM, FEB 11

  • 1:15 PM – 3:00 PM

Break Out: North Star
Navigating Your Strategic Vision

Who should attend? Future-Focused Leaders, Strategists

Does your team struggle with prioritization? Is your portfolio of offerings healthy and optimized?

In this session, the Paterson Group will lead you through:
1. How to understand the current health of products in your portfolio
2. How to effectively prune and optimize your portfolio efforts in the areas with the most strategic return

Jess WOM

Jessica Archer

Vice President

Paterson Center

Stacey WOM

Stacey Pearson

Partner

Paterson Center

Jake Dunagan(1)

Jake Dunagan

Director, Governance
Futures Lab

IFTF

1:15 PM, FEB 11

  • 1:15 PM – 3:00 PM

Break Out: Fraud
Staying Ahead of Emerging Threats

Who should attend? Fraud Fighters, Change-Makers

Collaborate in an expert-led deep dive into strategies for Credit Unions to strengthen their fraud defenses and stay ahead of emerging threats. This roundtable is a unique opportunity to connect, learn, and innovate alongside the best in the field. Our partner brings an extensive repository of fraud data so attendees can gain access to unparalleled insights, informed metrics captured from a diverse array of banks and credit unions. Don't miss this chance to be part of an influential conversation that shapes the future of fraud prevention.

Troy

Troy Huth

Senior Director

Auriemma Roundtables

Alex Johnson

Alex Johnson

Business Consultant

MDC

Jake Dunagan(1)

Jake Dunagan

Director, Governance
Futures Lab

IFTF

3:00 PM, FEB 11

  • 3:00 PM – 3:30 PM

Networking Break

Who should attend? All Attendees

Take a power walk, re-caffeinate, and we'll see you back after the break!

Sponsored by

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3:30 PM, FEB 11

  • 3:30 PM – 4:20 PM

The Future is NOW: Technology & Trends That Will Revolutionize

Who should attend? Visionary Leaders, Tech Enthusiasts, Innovators

Are you ready for what lies ahead? Stop shaking the Magic 8-Ball and get ‘Crystal’ clear on the future of Financial Services. In this high-energy session, technology futurist Crystal Washington will show you exciting, practical ways that technology will rock your world over the next ten years. In this session, you will:

  • Identify buzz-worthy human behavior that impacts how organizations innovate
  • Discover the Top-five technologies that could interrupt or revolutionize your industry
  • Walk away with the ability to trigger new tactics while staying ahead of the trends!

Crystal Washington

Crystal Washington

Futurist and Author

CWM Enterprises

Alex Johnson

Alex Johnson

Business Consultant

MDC

Jake Dunagan(1)

Jake Dunagan

Director, Governance
Futures Lab

IFTF

4:20 PM, FEB 11

  • 4:20 PM – 4:50 PM

Mission Audacia—Supercharge your credit union’s AI capabilities with AI Studio

Who should attend? Future-Focused Leaders, Industry Trailblazers

Supercharge your credit union’s AI capabilities by leveraging AI Studio to drive your institution toward a cutting-edge future state. Join us as we unveil a bold new concept, share our visionary roadmap, and explore actionable steps to bring this vision to life.

Sarah Lietz

Sarah Lietz

Chief Experience Officer

MDC

Jeff Kline(2)

Jeff Kline

CEO

MDC

Chris Weidemann

Chris Weidemann

Co-founder

Advisor Labs

6:00 PM, FEB 11

  • 6:00 PM – 9:00 PM

Dinner and Gala

Who should attend? All Attendees

Dress to impress in your cocktail best and join us to celebrate MDC's 25 Years and Jeff's Retirement! This is sure to be a party not to miss!

Sponsored by

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MDC's 2025 Winter
Owner Meeting

REGISTER NOW!

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Jason Feifer

Editor-in-Chief
Entrepreneur Magazine

SPEAKER'S BIO

Jason Feifer spends his days speaking to the world’s greatest change-makers. He has helmed the world’s leading magazine about entrepreneurship since 2016, is the author of the book Build For Tomorrow, and also hosts multiple podcasts and advises startups. Through it all, he has learned that adaptation is not something people are born with. It is a skill people can learn, and he uses that knowledge to help individuals and entire companies grow into the future. 

Jason argues that change happens in four phases. It starts with panic, when we have no idea what we’ll gain or lose. Then we move into adaptation, begin to build a new normal, and finally start to see our Wouldn’t Go Back moment. Jason’s strategies can help people move through those phases faster, and he gives audiences tangible ways to approach them — along with entertaining, memorable, and often funny stories of entrepreneurs who navigated similar problems, as well as surprising lessons drawn from the history of innovation.

Jason is a non-stop optimism machine, and pairs his insights with boundless energy and infectious charisma. In addition to delivering keynotes or sitting for fireside chats, he is also a talented emcee and experienced celebrity interviewer who has profiled everyone from Dwayne “the Rock” Johnson to Michelle Pfeiffer. He is host of two podcasts; the first, Build For Tomorrow, is a funny, fast-paced show exploring the smartest solutions to our most misunderstood challenges. The second, Problem Solvers, highlights entrepreneurs, business owners, and CEOs who are solving unexpected challenges in their lives, businesses, and careers.

Prior to his leadership at Entrepreneur, Jason held editorial roles at Men’s Health, Maxim, and Boston magazine, and has written about business and technology for the Washington Post, Slate, New York, and many more major publications.

Jeff Kline​

CEO

MDC

SPEAKER'S BIO

Jeff Kline has been the President/CEO of MDC since 2007 and has been in the credit union industry for more than 30 years. 

Jeff started his career as a CPA at KPMG Peat Marwick and then went to work for a client, US Central Credit Union. He has worked at several other credit unions as an EVP of Finance and Technology, an EVP of Retail and Strategy, and as a CEO. 

Michelle Mozzar

SVP, Strategic Execution Office

MDC

SPEAKER'S BIO

Michelle is the SVP, Head of Strategic Execution Office at Members Development Company. In her current role, she is responsible for leading project strategy and delivering innovative research and solutions to MDC owners. Prior to joining MDC, Michelle served as Vice President for Treasury Implementations at Wells Fargo. She has worked in financial services for over 20 years in multiple leadership capacities, including strategic planning, project management, leadership development, training, and operations. 

She holds a doctoral degree in interdisciplinary leadership from Creighton University. 

Alex Johnson

Business Consultant

MDC

SPEAKER'S BIO

Alex joined MDC in the Strategic Execution Office in April 2023 and has a decade of experience in the financial services industry with a background in marketing, community relations, and member experience. She’s experienced in driving process improvements and managing a wide variety of projects that support overarching business objectives. Alex is a proud Boise State University graduate with a BBA in Marketing – Go Broncos! 

Jake Dunagan​

Director, Governance Futures Lab

IFTF

SPEAKER'S BIO

Jake is an experiential futurist, governance designer, and teacher. He directs the Governance Futures Lab at IFTF. His work has been centered on the concept of social invention and novel methods to help individuals, organizations, and governing institutions re-imagine and re-invent their futures. Recent research projects include the future of social entrepreneurship, applied embodied cognition, judicial foresight, kid’s technologies, intellectual property law, service innovation, and the future of work. He has helped create tools to increase citizen participation in political system design, and he also creates visual media, interactive experiences, and public engagement projects that inject alternative visions of the future into the present.  

Jake holds a Ph.D. from the University of Hawaii, Manoa with a focus on neuropolitics, governance design, and communication of foresight. He has an MA from Temple University and a BA from Auburn University, both in Anthropology of Visual Communication. He is an adjunct professor in the Design Strategy MBA program at the California College of the Arts, where he teaches strategic foresight, tactical media, and social invention, and also International Mentor for the Diseño de Mañana program at CENTRO in Mexico City. 

Lisa Bodell

Lisa Bodell

CEO

FutureThink

SPEAKER'S BIO

FutureThink CEO Lisa Bodell ranks among the Top 50 Speakers Worldwide and is the best-selling author of Kill the Company and Why Simple Wins. She’s a global leader on simplification, productivity, and innovation, whose keynotes leave audiences inspired to change and arm them with radically simple tools to get to the work that matters.

Bodell brings a compelling perspective to the sought-after topics of simplification and innovation to over 100,000 people each year. A thought leader and serial entrepreneur, her transformational message has inspired executives at top-ranked organizations such as Google, Cisco, Citigroup, and the U.S. Navy War College.

Based on her best-selling books, Kill the Company and Why Simple Wins, Lisa provides a provocative yet practical approach that enables organizations and individuals to eradicate the unnecessary complexity and time-sucks that hold them back from more meaningful work, and allow simplicity to become their new operating system.

Bodell has contributed her expertise to a wide variety of media. She is a monthly contributor to Forbes and has frequently appeared in other media including: Fast Company, WIRED, The New York Times, Inc., Bloomberg Businessweek, Harvard Business Review, The Huffington Post, FOX News, and CNN. She has also been featured in many major books such as Warren Berger’s A More Beautiful Question, Adam Grant’s Originals, and After Shock, the upcoming 50-year celebration based on futurist Alvin Toffler’s Future Shock.

Bodell has taught innovation at both American University and Fordham University and has a TED talk on the topic. She has served on the board of advisors of several organizations, including the Global Agenda Council for the World Economic Forum, the United States National Security Agency, the Association of Professional Futurists, and the Novartis board of Diversity & Inclusion.

Richie Etwaru

CEO

Mobeus

SPEAKER'S BIO

Richie Etwaru, an executive, entrepreneur, and inventor, has decades of AI expertise, dozens of patents, and a proven track record of advising top leaders on AI and cybersecurity. He has pioneered groundbreaking innovations, including software-only spatial computing and the concept of the 31st Human Right, reshaping industries like AR/VR and data privacy.

With three books, three TED talks, and over 100 keynotes, Richie is a sought-after speaker known for promoting trust, fairness, and innovation in commerce. He continues to influence the future of technology while balancing life as a husband and father of two.

Jessica Archer​

Vice President
Paterson Center

SPEAKER'S BIO

Jessica is a seasoned leader of the full spectrum of strategic planning, from facilitating the creation of the plan all the way through to deploying and monitoring strategic results that stick. Her specialty is inspiring transformational change and designing processes that take strategy out of a binder and into the operations of the business and the hearts of its employees.

Jessica’s professional experience includes:

  • 12 years of facilitation experience, including tenure as a licensed Paterson StratOp® Guide, facilitating strategic clarity and installing strategy management processes for clients ranging from start-ups to Fortune 50 giants
  • 8 years experience as the in-house accountable party for Global Strategic Planning and Integrated Business Planning processes for a multi-million dollar consumer products company
  • Designing and improving cross-functional business processes as a Lean Six Sigma Black Belt in industries ranging from grocery, to consumer packaged goods, to proteomics
  • Change Management leadership, training, and speaking, supported by a Prosci Change Management Certification and a Masters Degree in Communication


Jessica is a proud Midwesterner at heart (and still regularly uses the phrase “Uff-da”), but now happily resides in Timnath, CO, with her husband and three children who collectively serve as a foster family to babies, teenagers, and every age and stage in between.

Stacey Pearson

Partner

Paterson Center

SPEAKER'S BIO

Stacey is a business strategist and a movement creator. Her mission is to partner with growing organizations to create clarity of vision and mission, align on the top strategic priorities, and accelerate forward on a unified plan. 

Leveraging 25 years of leadership experience and the Paterson StratOp® and LifePlan® Processes, she has been instrumental in driving strategic growth for multiple businesses, non profits, government entities, and higher education organizations. She served as the Director of Strategic Operations Planning at OtterBox through a time of exponential growth and transformation, leading the strategy creation, deployment, and performance management. Specializing in scaling organizations through transformational change, Stacey prioritizes caring for people and culture to foster effective leadership.

Today, Stacey is Partner and Chief of Client Services at the Paterson Center, enhancing client excellence and leading strategic partnerships in the anti-human trafficking arena. She lives with her husband, Aaron, and two daughters in Timnath, CO.

Troy Huth​

Senior Director​
Auriemma Roundtables

SPEAKER'S BIO

Troy Huth has 30+ years in the financial services industry serving in a variety of roles including branch operations, call center management, IT Management, Product Management, and Fraud Strategy/ Operations while at institutions including Bank of America and USAA.  While at USAA, he was responsible for fraud strategy and detection for deposit products (acquisition, transactions/payments) and lending acquisition (Auto, Credit Card, and Personal Lending).

Troy is currently a Senior Director for Auriemma Roundtables leading several industry roundtables including Bank Fraud, Internal Fraud, Bank Secrecy/AML, Commercial Bank Fraud and Deposit Risk Management.  He is a featured speaker on topics ranging from fraud to remote deposit capture, where he is named as an inventor of the industry’s first consumer remote deposit capture service.

In his role as Roundtable Director, he leads collaboration sessions bringing industry leaders together to challenge accepted practices while providing them with benchmark and survey data to measure their performance against peers and innovate for the future.

Troy has a BS degree in Management from Wayland Baptist University, is a Certified Fraud Examiner (CFE) and a Certified Product Manager (CPM).

Crystal Washington​

Futurist and Author
CWM Enterprises

SPEAKER'S BIO

Futurist, author, and Hall of Fame Speaker, Crystal Washington equips organizations with the knowledge they need to become “future-proof.” As a technology strategist and certified futurist, Crystal makes complex artificial intelligence, social media, and app technology easy to understand and accessible for everyday people.

Crystal’s clients include Fortune 100 companies, including Google, American Express, and Pfizer. As a sought-after keynote speaker, she has entertained and educated audiences around the globe.

As one of Forbes’ 50 Leading Female Futurists, she appears weekly on season two of the Emmy-nominated show Life 2.0. She’s also appeared in numerous publications, including Entrepreneur and Bloomberg Businessweek, and major television networks regularly call on her as a tech expert.

Crystal is the author of One Tech Action and The Social Media Why.

Sarah Lietz

Chief Experience Officer

MDC

SPEAKER'S BIO

Sarah Lietz is the Chief Experience Officer for MDC. She is responsible for several strategic initiatives, MDC’s SEO and Events teams, and numerous R&D projects. 

She joined MDC in 2005 after serving for two years as a corporate project manager for CUNA Mutual Group (now TruStage). Prior to working with CMG, she spent eight years in product development in the telecom industry, focused primarily on introducing new Internet-related products to the marketplace. She has also held positions with the Chicago office of KPMG Peat Marwick, a global consulting and accounting firm. 

Sarah volunteered on the board of directors of Firefly Credit Union in Minneapolis/St. Paul for nine years, including four as Board Chair. Sarah earned her MBA from the University of Wisconsin–Madison and a BS from Illinois State University.  

Chris Weidemann

Chris Weidemann

Co-founder

Advisor Labs

SPEAKER'S BIO

Chris Weidemann is a technology strategist with over 20 years of experience delivering progressive solutions to enterprise clients. Mr. Weidemann is recognized as one of the few who can claim more than 10 years of experience in AI, with his earliest peer-reviewed research in AI being published back in 2013. Chris began working with Credit Unions nearly 10 years ago where he helped some of the largest Credit Unions with member experience and process automation. That led Chris to building custom AI solutions for credit unions as early as 2019. Chris’ experience with credit unions led him to become the CTO of a software product company that builds integrated communications and customer engagement solutions for over 1,500 banks and credit unions. 

Anticipating the disruptive potential of AI and Machine Learning, Chris co-founded Advisor Labs, an AI consulting firm, in 2022. In this role, he specializes in guiding clients through the development of custom software solutions that seamlessly integrate AI into their core business systems. Drawing on his extensive background in business systems integration, process and change management, and his deep business acumen, Chris has become an industry leader in intelligent automation. Clients consistently praise his ability to tailor technical solutions that enhance business objectives—rather than forcing organizations to adapt to technology.