January 2019 Newsletter
Second Annual UFMD Event
Case Financial is proud to support the second annual United Financials Making a Difference event on February 13, 2019. Join UFMD for an afternoon of education, lunch and a presentation with keynote speaker, women's Olympic gold winning head coach, Robb Stauber. Spaces are limited!
United Financials Making a Difference (“UFMD”) focuses on bringing Senior Executives in the financial industry together for a conference on leadership and charitable giving. This conference will provide an educational platform utilizing the financials’ data to grow their market share and brand loyalty.

UFMD has developed a unique way of raising funds for various incredible causes; UFMD doesn't ask financial attendees to donate, however, they do ask vendors to contribute on behalf of everyone in attendance. As a vendor, your money goes directly to help children in need and financial attendees can relax for an afternoon of education and networking.

In just over 30 days, we’ll be gathering at the Southview Country Club for an afternoon of dynamic speakers, networking, food, a social hour and a special commemorative take-home gift signed by Robb Stauber (limited to the first 100 attendees).

Spaces are limited! There is no cost for the financial organization to attend the event .

Registration is open to financial institutions. If you are a vendor, please contact UFMD directly at 651.455.1125 to inquire how you can be part of this event.

Case Giveback Spotlight
KS95 for Kids Radiothon
On December 14th, 2018 As a supporter of UFMD, Case Financial was proud to be part of the annual KS95 for Kids Radiothon on December 14th at the Mall of America. Joined by Associated Healthcare Credit Union, Affinity Plus Credit Union, Vanman Architects and Builders, The Servion Group and HTG Architects, Case spent the afternoon answering generous donor calls. The event benefits Children's Cancer Research Fund and Gillette Children's Specialty Healthcare and raised over $600,000 in total!

Case Financial is so excited to partner with UFMD at these amazing giveback events and looks forward to their annual event being held February 13th, 2019.
In Case you missed it
Case Financial's Windows 10 Webinar Recap
On December 4th, 2018  Case Financial hosted a webinar along with longtime partner NCR focusing on the impending Windows 10 migration and what your financial can do to start the upgrade.

A sincere thank you to NCR and all who were able to attend!

If you weren't able to attend but still want information regarding the webinar,   CLICK HERE  to download Case's PDF presentation on the Windows 10 migration, or call our team at 1.877.728.9627.
Events
Mark your calendars!

The financial industry has a never-ending supply of events, education and opportunities to connect. Here are just a few we wanted to mention...

CU Day at the Capitol
The annual Day at the Capitol gives MnCUN members the opportunity to hear from and with representatives at all levels of state government.
January 29, St. Paul, MN
MBA Bank Day at the Capitol
The annual Day at the Capitol give MBA members the opportunity to hear important updates on legeslative issues, including those from the House and Senate leadership.
January 30, St. Paul, MN
Annual Bank Executives Conference 
This conference will feature 2 days of networking, 14+ hours of sessions, and 7 national speakers. Informative speakers, invaluable networking opportunities and entertainment.
February 4-6, Milwaukee, WI
UFMD Annual Event
United Financials Making a Difference (“UFMD”) focuses on bringing Senior Executives in the financial industry together for a conference on leadership and charitable giving.
February 13, St. Paul, MN

ICBM Day at the Capitol
The annual Day at the Capitol gives ICBM members the opportunity to hear from and with representatives at all levels of state government.
February 21, St. Paul, MN
Recent events Case Financial was proud to be part of


Toys for Tots
Troy and LeAnn Case hosted their annual Toys for Tots party, successfully raising 63 toys for UFMD. These toys, along with a check for over $756 from UFMD, was donated to Toys for Tots by Case's CEO, Grant Case and President, Michael Dalglish. Thank you to everyone who generously donated!
Today's Financial Fun Fact

The first floating ATM was installed in Kochi, India! It was placed in a ferry owned by the Kerala Shipping and Inland Navigation Corporation.