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AGENDA

All conference events were held in person at the InterContinental San Diego on February 12-14.

All sessions are listed in the Pacific Time Zone.

Monday, February 12
Tuesday, February 13
Wednesday, February 14

8:00 AM, Feb 14

  • 8:00 AM – 9:00 AM

Breakfast

Who should attend? All Attendees

Join us for breakfast as we kick off Day 2 of the Owner Meeting with our Leadership Summit!

Sponsored by

9:00 AM, Feb 14

  • 9:00 AM – 10:15 AM

Leadership Summit - Kill the Company - Part I

Who should attend? All Attendees

Bulletproof the credit union industry against the competition and discover opportunities to make your credit union unstoppable. Lisa Bodell (CEO, Future Think) will introduce a competitive strategy called Kill the Company. Participants will assume the role of one or more of our competitors that could bring your credit union (or our industry) down. We will work together to turn threats into robust, new opportunities. As a result of this session, you will:

  • Understand trends shaping our future and potential impacts on the business
  • Open our minds to new competitors (and innovative partners) never before considered
  • Align on new tactics to strengthen our industry’s growth, and take action
Watch Now
Lisa-2

Lisa Bodell

CEO

FutureThink

Colleen Headshot

Colleen Murray Peyton

Sr. Facilitator & Learning Consultant

FutureThink

10:15 AM, Feb 14

  • 10:15 AM – 10:35 AM

Networking Break

Who should attend? All Attendees

Sip a coffee and eat a treat while chatting it up with your fellow attendees. We’ll see you back after the break!

10:35 AM, Feb 14

  • 10:35 AM – 11:55 AM

Leadership Summit - Kill the Company - Part II

Who should attend? All Attendees

Bulletproof the credit union industry against the competition and discover opportunities to make your credit union unstoppable. Lisa Bodell (CEO, Future Think) will introduce a competitive strategy called Kill the Company. Participants will assume the role of one or more of our competitors that could bring your credit union (or our industry) down. We will work together to turn threats into robust, new opportunities. As a result of this session, you will:

  • Understand trends shaping our future and potential impacts on the business
  • Open our minds to new competitors (and innovative partners) never before considered
  • Align on new tactics to strengthen our industry’s growth, and take action
Watch Now
Lisa-2

Lisa Bodell

CEO

FutureThink

Colleen Headshot

Colleen Murray Peyton

Sr. Facilitator & Learning Consultant

FutureThink

Kurt Schroeder

CXO

RemarkableMX

Steve Williams

President and Partner

Cornerstone Advisors  

11:55 AM, Feb 14

  • 11:55 AM – 12:00 PM

Wrap up

Who should attend? All Attendees

Thank you for joining us for the Winter Owner Meeting. Don’t forget to fill out our 30-second feedback survey! We truly appreciate your feedback.

Be sure to save the date for our 2024 Summer Owner Meeting on August 5-7 in Chicago!

Jeff-Headshot-24

Jeff Kline

President & CEO

MDC

12:00 PM, Feb 14

  • 12:00 PM

Grab & Go Lunch

Who should attend? All Attendees

Need to catch a flight but need a little something on the way to the airport? Or maybe you’re heading out to explore San Diego or to the beach for some sun? A Grab & Go lunch is available on your way out of the meeting room… you choose what you want, pack it up, and enjoy!

Sponsored by

MDC's 2024 Winter Owner Meeting

Next Day On-Demand Available Now

Visit MDC Connect

2024 MDC All Rights Reserved.

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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.

Colleen Murray Peyton

Sr. Facilitator
& Learning Consultant

FutureThink

SPEAKER'S BIO

Colleen is what you get when you combine a rainbow and a lightning rod. Her warm demeanor and high-energy approach makes skill building easy, engaging and full of A-HA! moments that you didn’t expect but always enjoy and remember. Clients such as NBCU, Novartis, and Vontier are huge fans of her skill building capabilities and facilitation style. 

With deep expertise in creative thinking, leadership training, and storytelling, Colleen inspires FutureThink’s clients to immediately embrace change and reach their potential.

Colleen has designed and facilitated high-energy, humor-filled training programs for global corporations for over a decade. Combining her sales experience in commercial real estate with her experience performing improv and sketch comedy at The Second City, iO Chicago, and The Annoyance Theater in Chicago, Colleen delights in the alchemy of creativity and business. She received her BS in Marketing and Merchandising from the University of Missouri, Columbia.

She’ll never forget your name and leave you in the dust on Trivia Night—especially if game shows from the ’80s are a category. She lives in Los Angeles with her film-editor husband and magical child, always in pursuit of mastering the art of backyard-to-table cuisine and desserts that light on fire.

Jeff Kline

President & CEO

Members Development Company

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.