Jack Uldrich
Global Futurist and “Chief Unlearning Officer”

SESSION: G01. Jack Uldrich Vuja De: A Futurist Takes a Backwards Stroll into Your world of Tomorrow

Jack Uldrich is a well-recognized global futurist, speaker, and author of eleven books, including award-winning best sellers. He is a frequent speaker on technology, change management and leadership and has addressed hundreds of corporations, associations and not-for-profit organizations on five continents. He regularly makes television appearances on the Science Channel’s “FutureScape” program and the Discovery Channel show “Inside Out,” and is a frequent guest on major media outlets, including CNN, CNBC and National Public Radio.

Jack is also an ongoing contributor on emerging technologies and future trends for a number of publications, including The Wall Street Journal, Forbes, Wired Magazine and BusinessWeek.

Jack is a former naval intelligence officer and Defense Department official. He served as the director of the Minnesota Office of Strategic and Long-Range Planning under Minnesota Governor Jesse Ventura. His most recent book is Foresight 20/20: A Futurist Explores the Trends Transforming Tomorrow and his forthcoming book is Business as Unusual: How to Future-Proof Yourself Against Tomorrow’s Transformational Trends, Today.

Sheldon Petersen
CEO, National Rural Utilities Cooperative Finance Corporation (CFC)

SESSION: G02. CFC Sponsored lunch Sheldon Petersen update on the US Economy

Sheldon C. Petersen has served as governor and chief executive officer of CFC since March 1995. Petersen began his career in the rural electrification program in 1976 as staff assistant for Nishnabotna Valley REC in Harlan, Iowa. He later served as general manager of Rock County Electric Cooperative Association in Janesville, Wisconsin.

Petersen joined CFC in 1983 as an area representative and provided financial management and consulting services to the states of Minnesota, Wisconsin, Montana and the Dakotas. In 1990, Petersen moved to CFC headquarters where he held various positions, including director of Policy Development and Internal Audit, director of Credit Analysis, assistant to the governor and acting administrative officer.

He also was instrumental in the governance of two CFC affiliated organizations that meet the financial needs of electric cooperatives and rural telecommunications companies and cooperatives. He served as administrative coordinator for the board of directors and coordinated corporate activities of the Rural Telephone Finance Cooperative and the National Cooperative Services Corporation.

A native of western Iowa, Petersen received his bachelor’s degree in marketing from the University of Northern Iowa in 1975. He and his wife, Donita, presently reside in Leesburg, Virginia.

The Honorable Branko Terzic, Ph.D
Managing Director, Berkeley Research Group LLC

SESSION: G03. The 21st Century Energy Supply: Branko Terzic

Branko Terzic is a Managing Director at Berkeley Research Group (BRG) LLC and a Nonresident Senior Fellow of the Atlantic Council’s Global Energy Center in Washington, DC. His service in government includes that of Commissioner on the U.S. Federal Energy Regulatory Commission, Commissioner on the State of Wisconsin Public Service Commission and Chairman of the State of Wisconsin Racing Board. In business prior to joining BRG, Terzic served as Executive Director of the Deloitte Center for Energy Solutions ; Global Regulatory Policy Leader for Deloitte & Touche LLP; Chairman, President and CEO of Yankee Energy System, Inc.: Managing Director Arthur Andersen Economic Consulting, Special Investigations Engineer at Wisconsin Electric Power Company and as a management consultant. He has been a member of the National Petroleum Council and National Coal Council and is a former Chairman of the United Nations Economic Commission for Europe (UN ECE) Ad Hoc Group of Experts on Cleaner Electricity Production. A frequent speaker at industry forums and a prolific writer Terzic currently appears regularly on CNN International and Fox Business TV programs. Terzic was elected to the Energy Efficiency Forum Hall of Fame (2009) and was honored with the “Champion Award” by The Women’s Council on Energy and Environment (2008) as well as other industry awards. Dr. Terzic appears regularly as a commentator on global oil and energy issues for CNN International and FOX Business channels. He is a faculty member of the Washington Campus consortium of 16 MBA schools, is a founder of the Society of Depreciation Professionals and member of the ASME, AEE, IAEE, Energy Bar Association and other organizations. Branko Terzic holds a BS in Energy Engineering and was awarded an honorary Doctor of Sciences Engineering degree both from the University of Wisconsin-Milwaukee.

Mark Griffin, CIMA
Managing Principal Institutional investment Services, CLA

SESSION: G04. Global Economic and Capital Market Outlook

Mark is the Managing Principal of the Institutional Investment Services division of CliftonLarsonAllen Wealth Advisors, LLC. As such, he works closely with clients sponsoring private foundations, as well as the foundations and endowments of larger institutions.

As a member of the investment committee, he is deeply involved in developing the firm’s strategic allocation policies and is responsible for developing the capital market forecasts used in setting allocation policy.

Mark also oversees the research and implementation of alternative investment structures within institutional client portfolios and has authored white papers on risk budgeting and the employment of alternative investments within allocation policy.

Experience Serving Clients
Mark has more than 28 years of investment experience and serves as a senior portfolio manager and consultant to the firm’s highest net worth and largest institutional clientele. Prior to the formation of CliftonLarsonAllen Wealth Advisors, LLC in 2012, Mark was the Chief Investment Officer and the principle architect of the investment strategies and disciplines employed by Clifton Gunderson Wealth Advisors.

Education/Professional Involvement
Mark received both his B.S. and M.S. degrees from the University of Illinois, Champaign-Urbana, and his Certified Investment Management Analyst designation from the Investment Management Consultants Association in conjunction with the Wharton School, University of Pennsylvania. Mark is a frequent guest speaker around the country presenting the firm’s views on the capital markets and economy. Mark also is the author of our quarterly publications Market and Economic Outlook and Investment Strategy Report.

Special Interests
Mark currently resides in Neenah, Wisconsin with his wife Molly and four children. He particularly enjoys playing both guitar and piano as well as cycling, sailing, and kayaking.

Charlie Garrison
The Garrison Group LLC

SESSION: G05. Washington Update

Charlie Garrison was born and raised on a central Indiana dairy and row crop farm. He received a bachelor’s degree in Animal Science from Purdue University and then was a partner in the family farm for ten years. During that time he was elected Vice President of the Indiana Holstein Association and was selected as a participant in the Indiana Agriculture Leadership Program.

Charlie then accepted a staff position in Chicago with the Beef Industry Council, part of what is now the National Cattlemens’ Beef Association. While in Chicago he attended the Kellogg Graduate School of Management at Northwestern University.

Next, Charlie moved to Washington D.C. to create the position of Director of Industry Relations for the National Dairy Promotion and Research Board. He remained in the role during and after the merger of the National Dairy Board staff and programs into Dairy Management Incorporated (DMI).

In 1997, Charlie launched The Garrison Group, a Washington, D.C.-based public affairs firm specializing in food, agriculture and energy communications and policy. His clients have included businesses and organizations involved in dairy production, processing, marketing and exporting as well as meat processing, financial securities and clean energy.
Kirk Johnson
Senior Vice President Government Affairs, NRECA

G05. Washington Update

Kirk is responsible for formulating legislative and regulatory positions on issues important to cooperatives and developing and implementing strategies to advocate those positions before Congress and federal agencies. Prior to joining NRECA in 2001, Kirk worked for U.S. Senator Kent Conrad for 9 years, serving as the Senator’s energy, environment, and natural resources advisor. Kirk has spent over two decades working on energy and environmental issues in Washington, DC. In 2000, Kirk received the Lignite Energy Council’s “Public Service Award” for his efforts on behalf of energy development in the state. That same year Kirk was named a “Commodore” in North Dakota’s Mythical Navy by former Governor Ed Schafer (R-ND) for his work to develop North Dakota’s water resources and protect its communities from flooding. Kirk is a native North Dakotan, received his BA in Political Science from Concordia College (Moorhead, MN), and attended graduate school at the University of Minnesota.

Tim Goodman
Partner, Dorsey & Whitney

SESSION: G06. ACA Lessons Learned, Developments, and Ongoing Risks

Tim Goodman's practice focuses on assisting employers with executive compensation, health insurance, and employee benefit plans. Tim assists a broad array of employers, with a
special focus on assisting cooperatives, agribusiness companies and tax-exempt
organizations (primarily hospitals and health care entities). This includes assisting employers
on health care reform, wellness plans, and other welfare issues and welfare plan matters
(including cafeteria, dependent care, education assistance, health FSAs, HRAs, HSAs,
parking, and tuition plans), and severance. With respect to health care reform, Tim advises
employers on the new fees imposed on employer health plans (the patient-centered
outcomes research (PCOR) fee, the transition reinsurance fee, and the employer shared
responsibility (play or pay) fee); and the requirements ranging from coverage of adult children
and the summary of benefits coverage to essential health benefits.

Tim advises employers on qualified and nonqualified retirement plans (including pension,
defined benefit, 401(k), 403(b), 457(b), and 457(f) plans, and section 409A). Tim has worked
with employers on a range of retirement plan matters, including Roth contributions and in-plan
Roth conversions. Employers also turn to Tim for advice on executive compensation and
deferred compensation programs (including excess plans, SERPs, and other deferred
compensation). His assistance includes advising employers on responding to benefit claims,
drafting employee communications, complying with fringe benefit rules, payroll reporting of
benefits, and addressing worker classification.

Tim also advises employers by updating them on legislation (such as the Affordable Care Act
(ACA or PPACA – health care reform)) and new regulations. In addition to advice, Tim works with
employers on taxation of benefits with respect to FICA taxes under section 3121(v)(2),
nonresident taxes for work performed in multiple states, and taxation of health benefits. Employers
regularly have Tim assist them with plan drafting and design, including plan formation, IRS
qualification, administration, merger, and termination of employee benefit plans, and the
submission of errors under voluntary correction programs including the IRS employee plan
correction program (EPCRS) and the delinquent filer program (DFVC).

Representative examples of employee benefit matters that Tim has assisted employers
with recently include:

  • assisting employers with questions regarding compliance with the Affordable Care Act;
  • assisting employers with the design of wellness programs;
  • working with employers to respond to IRS and DOL audits; and
  • assisting employers with correcting errors under retirement plans.

Rebecca Smith, CPA,
CliftonLarsonAllen LLP

SESSION: G06. ACA Lessons Learned, Developments, and Ongoing Risks

Rebecca has an extensive background providing tax planning and compliance for privately held companies, serving primarily cooperatives and the agribusiness industry as well as manufacturers. She has worked directly with clients on federal and state strategic tax planning, ASC740 calculations, FIN48 compliance, and provided representation before the IRS and other state taxing authorities. Rebecca has also assisted with private letter rulings for cooperatives regarding the Section 199 Manufacturing Deduction and has assisted clients understanding the Affordable Care Act and how it impacts their business.

Rebecca has more than 16 years of tax experience in public accounting and has held various tax leadership roles throughout her career. Rebecca has spoken to various local and national organizations on technical tax topics such as the Affordable Care Act, tax planning, and various state tax matters.

Technical Expertise

  • Cooperatives
  • Manufacturers
  • Commercial enterprises
  • Planning and consulting regarding restructuring, sale of business, tax accounting methods, state nexus,and the most tax efficient structures
  • ASC740 and FIN48 analysis
  • Planning and consulting on the Affordable Care Act
    • Analysis and strategies regarding the Employer Shared Responsibility payment
    • Analyze and determine applicability of the various provisions for various types of businesses and organizations, including producers

Education/Professional Involvement

  • Masters in Taxation from the University of Wisconsin-Milwaukee
  • Bachelor of Science in Accounting and Finance from the University of Wisconsin-Oshkosh
  • National Society of Accountants for Cooperatives
    • Tax Committee
    • Writer for The Cooperative Accountant
  • American Institute of Certified Public Accountants
  • Wisconsin Institute of Certified Public Accountants
  • ASTOP - Board of Directors

  Allie Schott

SESSION: G07. Cyber Security for Critical Infrastructure- FBI update