Tuesday, August 12, 2025
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| 8:00 am |
Check-in/Continental Breakfast |
8:30 am
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Welcome & Industry Update
Joe Witt, MBA President/CEO
Joe will bring you up to date on the state of the financial industry and current hot button issues occurring both in Minnesota and on the national stage.
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| 9:00 am
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Bankers Break
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| 9:15 am |
Operational Efficiency Self-Assessment
Trent Fleming, Trent Fleming Consulting
Whether recognized or not, productivity - or the lack thereof - greatly impacts bank operations. Trent will walk through keyways that managers can use to assess and improve the operations of your departments, using techniques that industry experts apply when performing operational efficiency studies. Key areas to be addressed include staffing, technology utilization, planning efforts, and measurement/reporting issues. You will leave with the tools you need to evaluate and improve productivity. |
| 10:15 am |
Break |
| 10:30 am |
Communicate By Design: Choose Your Words to Address Difficult Conversations
Patrice McGuire, Living as a Leader
It’s common to struggle with communication in the workplace, especially when addressing unmet expectations. Join in an insightful conversation about the natural human tendencies to default to disrespectful communication under pressure. To help combat these tendencies, Patrice will introduce tools to help you communicate more effectively, particularly under pressure. A can’t miss for any manager! |
11:30 am
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Networking Lunch & Bankers Break
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| 12:30 pm |
A Survival Guide for Banks & Bankers
Jim Perry
Banks and bankers face unprecedented pressure due to rapid technological advancements, the rise of embedded finance, increased regulatory complexity, and escalating digital competition. This “Survival Guide” session provides practical insights into the trends reshaping retail banking and offers actionable guidance for bankers to recalibrate strategies and realign with evolving consumer expectations. |
| 1:30 pm |
Break |
| 1:45 pm |
Leading Imperfectly: The Value of Being Authentic for Leaders, Professionals, and Human Beings
James Robilotta
Hey Superwoman, take off your cape. Hey Batman, take off your mask. Hey decision makers, put away your ego. Let's talk about who you are personally as a leader and as a partner. As humans, we can't learn things from people who are perfect, we can only learn things from people who are imperfect. So, it is time to own who you are so you can be real to others and lead through your faults. James will leave you feeling introspective about the person you show to others while showing you how to recognize the rapport and trust building power of authenticity in your communication and relationships. You’ll leave ready to master the art of courageous feedback and authentic relationship building.
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| 2:45 pm |
Break
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3:00 pm
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Wine Tasting
Whether you’re just starting your wine journey or you’re a master sommelier, join a local expert sommelier from Twin Cities Wine Education who will teach us all about the Pinot family including Pinot Blanc, Pinot Ris, & Pinot Noir, the best food pairings to go with these wines and how to enjoy them!
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4:00 pm
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Adjourn |
4:00 pm
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Leadership Development Academy Alumni Happy Hour
Join us for a chance to reconnect with fellow LDA alumni and expand your professional network. This happy hour is a great opportunity to catch up with classmates, share stories, and create new connections in a relaxed and friendly atmosphere!
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