Communicating the Cooperative Difference in a Digital Era

November 6, 2015Bloomington, IN

Agenda

9:00 am Welcome and Introductions Deb Trocha, ICDC

Steve Smith, Hoosier Energy

9:15 am Communicating the Cooperative Difference in a Digital Era

Internal - Staff and Member communication discussion

Skylar Stevenson, Ace Hardware

Jacqueline Hannah, FCI/Common Ground

10:45 am Break

11:00 am Communicating the Cooperative Difference in a Digital Era

External Community discussion

Chuck Chamness, NAMIC

Claire Gregory, Hoosier Energy

12:30 pm Lunch & Awards

1:45 pm NCBA Update Pat Sterner, NCBA-CLUSA

2:00 pm Keynote speaker Holly Fearing, For3 and Filene

3:00 pm Adjourn

2015 Crossroads Cooperative SummitNovember 6, 2015

Hosted by the

Indiana Cooperative Development Center

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Meet our Keynote - Holly FearingCo

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Holly Fearing, For3 and Filene Holly Fearing lives in the intersection of the values of the cooperative economy and the power of the social media landscape. Holly lives and breathes social media; if you can’t findher IRL, try reaching out on Twitter, LinkedIn, Facebook or Instagram, and you’ll likely get her right away. When she’s not researching, sharing and connecting online, she’s probably working on one of her many cooperative projects.Through Filene Research Institute’s Social Media Advisoryand QUEsocial programs, Holly helps credit unions play to their greatest strengths on social media by managing tools to engage their employees, providing training to set them up for success, and creating strategic plans that achieve their business objectives.

She currently serves as board president for Willy Street Grocery Co-op, one of the largest natural food cooperatives in the U.S.; and is a founding organizer of the Dane Cooperative Alliance, an organization in the Madison, WI, area serving as a collective resource and voice for all sectors of cooperative business. She also writes for several publications and helps organize annual events with the mission ofincreasing awareness of the cooperative model. Holly is also a co-founder of For3, a social media consulting company.

Prior to working with Filene Research Institute, Holly was a Digital Media Strategist for CUNA Mutual Group where she managed the company’s social media channels and was the spokesperson for all things social. Holly became a Credit Union Development Educator (DE) in 2011 and was named a Trailblazer 40 Below by the Credit Union Times in 2013.

Meet our SpeakersCo

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Jacqueline Hannah has worked exclusively for independent local businesses in retail management for over 25 years, but it was only in the fall of 2006 when she was hired as the General Managerof Common Ground Food Co-op (CGFC) that she finally found a job that combined her passion for business, management, and sustainable food as well as her belief that businesses should exist to enrich the communities they exist in. During her time with CGFC she led the co-op through two expansions, the founding of their Food For All economic access program, and being the fastest growing retail food co-op in the nation from 2008-2013. Jacqueline joined Food Co-op Initiative in March of 2015 where she can fully commit herself to new food co-op development.

Claire Gregory, Hoosier Energy Communications Manager Claire Gregory joined Hoosier Energy in early 2014. Gregory’s responsibilities include oversight of corporate communications as well as support for member system communications. Along with her team, she provides strategic communications, graphic design, copywriting, public relations, video production and more.

Prior to joining Hoosier Energy, Gregory was the Director of Accounts for The Carlisle Group, providing internal communication for Rolls-Royce in Indianapolis and Montreal. She also served in various account management roles for PR and advertising agencies in the Indianapolis area.

In 2010 Jacqueline was named one of the "40 Under 40" business people of excellence by Central Illinois Business Magazine, and in 2011 she was awarded the Innovation Award for Economic Development Impact for her work with CGFC. She received the Cooperative Service Award at the 2013 Crossroads Cooperative Summit.

Gregory holds a BA in Journalism from Indiana University (IU) and an MBA in Supply Chain Management and Marketing from IU’s Kelley School of Business.

Meet our SpeakersCo

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Chuck Chamness, NAMIC Chuck Chamness serves as President/CEO of the National Association of Mutual Insurance Companies (NAMIC), a 1,300-member-company property/casualty insurance trade association. Members’ $208 billion in premiums account for 48 percent of the automobile/home-owners market and 33 percent of the business insurance market, serving more than 135 million auto, home, and business policyholders.

Skylar Stevenson, Ace Hardware

In 2014 Skylar’s work was recognized by Home Channel News as the 2014 Hardware Store All-Star for Indiana. This award was received for Customer Service, Innovation, and Growth. Also, in 2014 the store was recognized by the local paper, The Journal Review, for the Best Customer Service in Crawfordsville. Not only is it important to have great products but great service is a “must” with Skylar.

Skylar Stevenson is a young and energized entrepreneur. Skylar grew up in the hardware industry and has followed in his father's and grandmother’s foot-steps. Skylar has a passion for the independent hardware store and had a dream to start his own. Skylar has been involved with Stevenson’s Ace Hardware located in Crawfordsville, IN where things are happening in a town of 17,000 people. Skylar's father, Jack Stevenson, started in the hardware business at age sixteen and purchased the business from previous owner Dan Pool in 2000.

Chamness was named to his current position in 2003, after joining NAMIC in 1995 as Vice President of public affairs. As CEO, he has helped position NAMIC as the largest U.S. property/casualty insurance trade association, focusing on leadership in advocacy, public policy, public affairs, and valuable member services.

In 2000, Skylar's dad Jack Stevenson brought to work with him his wife, Pam, and Skylar, who was nine. Skylar wouldn’t stay home and fell in love with the hardware business.

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Charles has been a key leader in developing the strategic plans and managed the execu-tion of many of those initiatives for the cooperative. He has creatively developed innovative programs to help shareholders lower their operating costs, increase their profitability and ensure their sustainability in a very competitive industry. He relates well with the dealers mainly because Charles was an independent dealer himself earlier in his career.

Charles has been an active member the industry’s major trade association - National Office Products Association (NOPA) as a member of its Board of Directors. He has testified on behalf of the association and his fellow dealers to the United States Congress. His efforts have helped facilitate legislation that empowered members to be successful in being awarded many GSA federal procurement contracts.

Charles is very active and has sat on the board of directors of his local church in Fishers, IN where he has been a member for over 10 years. He works to help overcome poverty through education in other countries and has visited Haiti where the Episcopal Diocese of Indianapolis invested in the building of a school. He is active in a program called Lunches and Lessons (lunchesandlessons.org) designed to cover the operating budget of a nine classroom K-6 school in Mithon, Haiti. It also provides a meal a day during the school year for the 200 students. He does this by volunteering and presenting at various functions.

Charles recently visited an orphanage in Tanzania, Africa run by a non-profit called the Human Outreach Project (HOP) based in Salt Lake City, UT.

Charles Forman, Independent Stationers Charles has earned the well-deserved respect from the hundreds of Independent Stationers, Inc. shareholder dealers during his 14 years with the cooperative. He has risen to the position of Executive Vice President through his unselfish and committed efforts on behalf of the independent dealer community. Through his energy, strategic vision and entrepreneurial spirit, he has helped improve the vitality and sustainability of the independent dealer within the industry.

Crossroads Cooperator Hall of Fame

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CUNATCO Credit Union

Development of the Natco Community Empowerment Center Over the past two decades, a discouraging trend has emerged that has deeply affected the members of Natco CU. Several manufacturing plants, which served as employment and income for thousands in the community, have closed or left the area. Several thousand jobs have been cut resulting in foreclosed homes and unemployed families in need of help. Natco CU wanted to do all it could to prevent the community from spiraling downward, so they decid-ed to create a way for members of the community to create positive change for themselves.

The credit union has created the Natco Community Empowerment Center (NCEC) as a "one-stop shop" program where lives can be changed and community growth can begin. The no-cost center is located in the heart of the community and delivers an effective and unique approach to implementing various services tools, and resources for those who want and need to overcome poverty. For credit union members and non-members alike, it provides services such as emergency needs assistance, resume and job-seeking assistance, financial literacy education, computer/internet/online schooling access, tax assistance, payday loan alternatives, youth outreach and many, many more. The center is staffed by Certified Community Development Financial Counselors and offers a welcoming, safe environment that is conducive to overcoming barriers. Services are provided in both one-on-one and groups in the center and outside of it with a community mobile outreach program. NCEC has already changed the lives of many by helping eliminate the barriers of defeat and apathy by providing the tools and support needed for credit union and community members to move out of poverty and become self-sustaining.

Crossroads Community Service Award

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Past Award Winners

Crossroads Cooperator Hall of Fame

2010 Jack Bailey, IDC-USA2011 George Huntington, Bloomingfoods2012 Bruce Ingraham, Beacon Credit Union2013 Steve Smith, Hoosier Energy2014 Chris Wardrip, Financial Health Federal Credit Union

Crossroads Community Service Award

2010 Frankie Morton, Mayfield Green Cooperative2011 Debbie Turner, Lost River Market & Deli2012 Indiana Rural Electric Co-op Volunteers2013 Jacqueline Hannah, Common Ground Food Co-op2014 Ellen Michel, Creative Drive

2010 - 2014

Your

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Servicecorp offers affordable products by combining credit union

volume in order to negotiate better pricing. Products include group

employee benefits, share drafts, overdraft privilege, statement

processing, theme park tickets and more.

For more information, visit our booth at the back of the Exhibit Hall, or go to www.servicecorp.com.

CFAAdams County Credit Union - 260-692-6100Beacon Credit Union - 800-762-3136 www.beaconcu.orgInterra Credit Union - 888-432-2848 www.interrracu.comHoosier United Credit Union - 317-923-4747 www.hoosierunitedcu.comHoosier Hills Credit Union - 812-279-6644 www.hoosierhillscu.orgJackson County Co-op Credit Union - 812-523-1630 - www.myjcccu.comMartin County Co-op Credit Union - 812-295-3484 - www.mcol.us/martincountyWestern Indiana Credit Union - 812-268-1196www.westernindianacreditunion.com

CooperativeFinancial Association

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CONNECTINGCO-OPs

For nearly 100 years, the National Cooperative Business Association (NCBA CLUSA) has worked to connect cooperatives across all sectors to protect, advance, and build a better world through the cooperative business model.

Like us on Facebook Facebook.com/ncbaclusa

Follow us on twitter @NCBACLUSA www.ncba.coop

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WORKING TOGETHER WORKS

FARM BUREAUNEEDS YOU

FARM BUREAUNEEDS YOU

Indiana Farm Bureau is our state’s largest general farm organization and the trusted voice of Indiana agriculture. We learned long ago that cooperation was the key to our success. Our members develop and implement productive ag policy that benefi ts Hoosier farmers and the rural communities in which they live. Our true grassroots strength comes from working together…cooperatively.

Find out moreat www.infb.org.

© 2015 CHS Inc.

out there.So what you do in here makes senseTo stay relevant, you need a cooperative whose business is being relevant.

S t a y i n g re levan t m e a n s k e e p i n g u p w i t h t rends, sens ing and acting on oppor tun i t ies , m a n a g i n g r i s k , e x e c u t i n g p l a n s a n d being prepared for whatever comes. To CHS, it means supplying our cooperative- and farmer-owners w i th the in fo rmat ion, p roduc ts and s e r v i c e s they need to he lp them be more p ro f i t ab le . Every th ing we do a t CHS, f rom energy ref in ing and grain market ing to crop nutrients and risk management, is designed to help our owners—all 600,000 of them—grow and weather any storm. Learn more at chsinc.com.

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Hoosier Energy is a generation and transmission cooperative that provides wholesale electric power and services to 300,000 homes, farms, businesses and industries. Our service territory includes an abundance of sites, from shovel-ready to completely built, and we also offer a full spectrum of economic development services.

Reliable power, competitive prices, and superior personalized service. At the end of the day, Hoosier Energy is what it takes. Learn more at HoosierSites.com.

What is Hoosier energy? It’s a heartland work ethic.

It’s room to grow.

It’s respect for your wallet.

It’s the quality of living fully.

It’s a great reason to do business here.

WE POWER BUSINESS. WE POWER LIVING. | LEARN MORE AT HOOSIERSITES.COM

Call 812-876-0294

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