Annual Convention

Catholic United Financial > Annual Convention

Member Owned, Member Operated

As a member-owned, not for profit company, Catholic United Financial is governed by you, the member, through our Giving Network of local Parish Volunteer Teams and Councils across the Upper Midwest.

Every year, elected delegates from those bodies gather at our Annual Convention to conduct company business, vote on policies set in our constitution, and elect candidates for leadership positions on our Board of Directors.

Member involvement is key in helping Catholic United Financial live out our mission and vision.

2018 Annual Convention - August 4th

University of St. Thomas – St. Paul, Minnesota
140th Company Anniversary Emblem for annual convention

Documents are in PDF format. A PDF reader is required to view.

Board Candidates

The following individuals are running for two Board positions. The election will be held on Saturday, Aug. 4th, 2018.

Renee Brod – ELECTED

Renee is a 25-plus year member of Catholic United Financial, with roots in the German/Czech Catholic community of New Prague, Minn. She attended St. Wenceslaus Catholic School in New Prague and graduated from St. Catherine University in St Paul. Brod comes with considerable experience in corporate business and leadership. She is a Senior Training Project Manager at United Health Group. Brod has served locally and regionally as a trustee on the Mayo Clinic Health System Community Board, Hospital Foundation and Quality, and Safety & Service Board. She is actively involved in her home parishes of St. Wenceslaus and St. John’s in New Prague. Brod served as a Confirmation Catechist, member of the Capital Campaign committee, actively participates as a CCW member, and is the Fraternal Secretary of the St. John’s Catholic United Financial Council. She resides in New Prague with her husband, Jason, and two daughters, Samantha and Sydney.​

James Gibbons, 2018 Board of Directors Candidate
James (Jim) Gibbons – ELECTED

Jim has worked in the Life insurance and Annuity industry for a total of 41 years, 15 years with Catholic United Financial from which he retired. He has also worked for the State of Minnesota in the Department of Commerce as a Policy Analyst regulating the insurance companies doing business in the state. He currently serves as the recording secretary for St. Peter and Clemens Council, on the Supervisory committee of Catholic United Financial Credit Union, and the Constitution Committee. He was an Eagle Scout as a youth, played college baseball and graduated with a BS in Education (Social Studies). He has attained professional designations from the Life Office Management Association (LOMA), including Fellow, Life Management Institute, and Associate, Annuity and Pension Administration. He has also provided insurance instruction for the LOMA organization, edited their textbook revisions, and taught insurance courses at the University of Florida. He lives with his wife Jeanne in Lake Elmo, MN. They have six children and eight grandchildren. Jim enjoys charity work (Feed My Starving Children, etc.), gardening, playing with his grand kids, reading and playing bridge.

Board Member Patricia Kasella
Patricia (Pat) Kasella

Pat is a 50-plus year member of the St. Michael’s Council of Buckman, MN. She and her husband, Kevin, were both raised on dairy farms, and have four grown children and nine grandchildren. Together with their son, they crop farm near Royalton, MN. Pat is a graduate of St. Cloud Technical College and works off the farm as a legal assistant. The Kasellas are members of the Holy Trinity Parish in Royalton. Pat has been an officer of her local council since 2004. Pat has been a member of the board of the St. Cloud Diocesan Council of Catholic Women for over 15 years, serving in various capacities. She is also a past president of Holy Trinity Christian Mother’s/Women and past president and secretary of Little Falls Deanery CCW. Kasella is the past director of the board of trustees of Morrison County Co-op and past member and officer of St. Cloud Area Legal Secretaries Association.

Tentative Schedule

Friday, August 3rd

Time
Meeting/Event
Location
5-9pm
Overnight delegate check in
Koch Commons
6:30-8:30pm
Social hour for overnight delegates and guests
Hearth Room, ASC 3rd Floor

Saturday, August 4th

Time
Meeting/Event
Location
7:30-9:15am
Breakfast and networking; Registration; Drop off outreach project donations
The View, ASC 2nd Floor
8:30am
Election Committee Meeting
ASC 3rd Floor
8:30am
First Timers’ Session
ASC 3rd Floor
9:15am
Credentials Committee Meeting
Registration Area
9:30am
Opening Ceremonies
Woulfe Hall
10am
Keynote Speaker
Woulfe Hall
11am
Convention Business Session I
Woulfe Hall
Noon
Convention Recess
Lunch
The View, ASC 2nd Floor
1:15-2pm
Breakout Sessions A

(Read about the sessions here)

Woulfe Hall
2:15-3pm
Breakout Sessions B

(Read about the sessions here)

Hearth Room
3:15pm
Convention Business Session II
Election
Speeches
Constitution Committee Report
Woulfe Hall
4:15pm
Adjournment
4:30pm
Closing Mass
Woulfe Hall
5:15pm
Refreshments, Snacks and Farewell
Woulfe Foyer
5:45pm
Buses Depart

2017 Annual Convention Photos

Thank you to our 2017 delegates for serving

Convention Documents

View convention documents by clicking on the links below. PDF reader software is required to view.