MDC's North Star


Designed for MDC’s Chief Strategy Officers and executives leading their strategic planning journeys

Owners Joining Us in Big Sky, MT!

"Adopting a vibrant approach to strategic thought can help us pivot more quickly than our larger banking brethren and adopt currency and technology solutions ahead of the competition.”

-MDC Owner, Project Survey Response

About Our Time Together

Leading your credit union’s strategic planning efforts can be very rewarding but also incredibly challenging. MDC’s North Star Expedition is a powerful event that will bring together MDC’s CSOs and strategic planners for the first time to learn from experts and from each other. MDC is partnering with Paterson Center to design this event specifically for MDC owners to start addressing some of your biggest challenges around strategic planning:
  • Deciding what to do—and what not to do
  • Prioritizing goals
  • Ensuring sufficient resources and expertise to lead strategic planning efforts
  • Working on the business while in the business
  • Agreeing on a common organizational definition of the word “strategy”
  • Developing a common structure, process, and language around strategic planning
  • Keeping the Board focused on the big picture and out of the weeds
  • Defining the role of the Chief Strategy Officer and determining whether it’s the right fit for your organization
  • Understanding the gains realized by credit unions who have the CSO role

Our goal is to connect MDC’s Chief Strategy Officers and execs leading strategic planning for a full two days together to build relationships, learn best practices and tools, and collaborate together. You will leave with new skills immediately applicable to your unique role back home.

  • Connecting all levels of your organization to the plan—communicating clearly, bringing the vision to life, illustrating how every person matters, and getting ownership and buy-in
  • Developing meaningful, simple metrics
  • Creating early indicators to show when a slight turn or redirect is necessary
  • Leveraging data to tell the story of where you’ve been, where you are, and where you’re headed
  • Identifying and prioritizing projects to advance your vision
  • Understanding how key trends and issues inside and outside our industry impact strategy and knowing whether shifts are necessary
  • Demonstrated value and effectiveness of the CSO role
  • Surface and address core issues and opportunities that you face in your role
  • Industry trends driving emerging opportunities
  • Leading communication, alignment, and buy-in

Who Should Attend?

  • Chief Strategy Officers
  • CEOs
  • Executive teams leading strategic planning

As responsibilities may be spread across multiple roles, sending more than one person from your organization would be beneficial.


What's Included:

$395/night + tax: Montage Big Sky

Your Registration Includes:

  • Conference admission
  • Meals provided during the event
  • Transportation between the airport (BZN) and hotel

Cancel before Friday, September 6 for a full refund. After that, no refunds will be issued, but you may transfer your registration to someone else within your organization.


Who Should Attend?

  • Chief Strategy Officers
  • CEOs
  • Executive teams leading strategic planning

As responsibilities may be spread across multiple roles, sending more than one person from your organization would be beneficial.

Our Speakers

Paterson is known for facilitating the transformation of organizations from where they are to where they want to be. Their mission is about Purposeful Impact, which means helping people and organizations grow to their greatest potential and purpose. To accomplish this, the Paterson team leverages the powerful toolbelt of the patented Paterson StratOp and LifePlan Processes, integrating strategy and people.

Over the last 50 years, the Paterson StratOp® system has helped thousands of teams, from startups to billion-dollar enterprises, from church plants to mega-churches, and from fledgling non-profits to international movements. StratOp® is a strategic system designed to help people on any kind of team achieve purposeful impact.

The company experience, paired with their commitment to growth of the people and organizations they serve, uniquely equips them to partner with MDC for our North Star event and bring real-time value to our owners.

More to come!



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Stacey Pearson


Paterson Center


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.

Jason Baker

CEO and Partner

Paterson Center


With a deep passion for coaching leadership teams and optimizing their performance, Jason is dedicated to empowering clients to achieve significant impact through the effective implementation of strategic planning and resource synergy. He is well-versed in strategic leadership across various sectors, including small and large businesses, ministries, non-profit organizations, schools, and sports teams.

He serves Paterson as CEO, Partner, and master of the perfect sports analogy. He is an alumnus of the University of Iowa Tippie School of Business and has successfully completed the Executive Program for Business Management and Entrepreneurship at the prestigious Wharton School of Business, Pennsylvania University. He lives in North Carolina with his wife, Carol Lindsey, and their two children.

Jessica Archer

Vice President

Paterson Center


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.