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Oct 2-3, 2025 | Scottsdale, AZ

Introducing our keynote speaker…

Digital Transformation: Challenges & Opportunities in a New Era of Banking

Speaker: Micah Jindal, Managing Director & Senior Partner, Boston Consulting Group

Credit Union member expectations are changing faster than ever. In the daily life of driving, eating and shopping, consumers have become accustomed to getting service through their channel of choice, in real-time, and in a personalized way. And this is being enabled by the accelerating pace of changes in technology and AI. In this environment, how should credit unions adapt? Micah Jindal, a Senior Partner and Managing Director at BCG, will share his learnings from digital transformations undertaken by credit unions and regional banks. In this session, we’ll discuss what are “must-haves” in a digital world, how to maintain what’s core to the credit union mission when transforming, and key success factors to turn your vision into action.

About Your Keynote Speaker

Micah Jindal is a leader in the Financial Institutions and Insurance Practices for Boston Consulting Group (BCG). In 22+ years of consulting, he has served 20+ banks and credit unions ranging in size of $1B to $250B in assets, and specific lines of business across retail banking, consumer lending, wealth management, and small business/commercial banking. His expertise with these institutions has focused on growth strategies, customer journeys and omni-channel experience, digital transformation, and efficiency programs. Most recently, he has been supported multiple banks and credit unions with differentiation in the context of changes in technology and AI. Micah earned his M.B.A. from Harvard Business School. He graduated magna cum laude from Northwestern University, with a BS in Education & Social Policy, secondary major in Economics.

About Your Meeting Facilitators

Jeff Disterhoft, MBA

Retired CEO, GreenState Credit Union

Jeffrey Disterhoft, former CEO of GreenState Credit Union, served from October 1999 to September 2023, transforming it into Iowa’s largest independent financial entity. Under his leadership, GreenState grew from $200 million to $11 billion+ in assets, serving over 450,000 members across Iowa and Illinois with 30 locations. He introduced new services including Wealth Management, Trust, Brokerage, Insurance, and Commercial Services. A Certified Public Accountant, Mr. Disterhoft holds a Bachelor of Arts from Buena Vista College (1990) and an MBA from the University of Iowa (2003). His career included financial auditing roles at KPMG Peat Marwick and RSM before joining GreenState in 1995 as VP of Finance. In retirement, he founded cu20, a consulting firm, and two nonprofits: Fields of Faith, addressing food insecurity, and cornerstone100, promoting affordable housing solutions. Jeff resides in North Liberty, Iowa, with his wife Missy, and their two children.

Dennis Sullivan

Founder & CEO, CEO 40 Group, Inc.

Dennis is an experienced executive, entrepreneur, professor, and credit union advocate. He has launched or turned around more than 100 products and businesses and serves as Chairman of CU Leadership Convention, a position he has held for more than 20 years. He has also served as a lecturer at Johns Hopkins University, recently named one of the world’s top business professors, and serves on the faculty of Goldman Sachs 10,000 Small Businesses. He is currently a professor at the Community College of Baltimore where he also serves as Executive Director of CCBC Center for Business and is founder of a consulting business.

Agenda

THURSDAY

October 2, 2025 • 5:30 - 9:30 pm

(Members and plus 1 are welcome to attend this evening’s events.)

5:30 – 6:15 pm
Cocktail Reception

6:15 – 7:30 pm
Dinner

7:30 – 9:30 pm
Star Gazing

FRIDAY

October 3, 2025 • 7:00 am - 3:30 pm

7:00 - 8:30 am
Breakfast: Red Mountain Lawn

8:00 - 8:30 am
Registration: Red Mountain AB

8:30 - 9:45 am
Introductory remarks
Dennis Sullivan

Opening Keynote - Digital Transformation: Challenges & Opportunities in a New Era of Banking
Micah Jindal, Managing Partner (Presentation & Q&A)

9:45 – 10:30 am
Applying Digital Transformation Strategies to Your Shop
Lead Facilitator: Jeff Disterhoft, CEO (ret.), GreenState CU

10:30 – 10:45 am
BREAK

10:45 am – Noon
Roundtable Discussions on the Top 3 Hot Topics facing CUs

Noon – 1:00 pm
Lunch

1:00 – 2:00 pm
Deep Strategic Thinking on the #1 Challenge Facing Your CU
Lead Facilitator: Jeff Disterhoft, CEO (ret.), GreenState CU

2:15 – 3:00 pm
Roundtable Discussion on Current Challenges & Solutions

3:00 – 3:30 pm
Turning Ideas into Action: Practical Steps for Implementing your Take-Home Plans

ABOVE THE DESERT, BENEATH THE STARS

ADERO Scottsdale Resort, Scottsdale, Arizona

ADERO Scottsdale Resort, perched high above the Sonoran Desert, is the only Autograph Collection® destination in a certified Dark Sky Community. The AAA Four Diamond Resort was also named to the prestigious T + L "It List" and Condé Nast Traveler's "Hot List" for 2021.

An idyllic setting for intimate gatherings, ADERO offers guests endless opportunities to indulge in the great outdoors. An elevated escape with a world-class fitness club, deeply restorative wellness experience at The Spa at ADERO, farm-to-table cuisine, a poolside oasis, on-site trailheads for hikes and mountain biking, access to the neighboring Sunridge Canyon Golf Club, nightly stargazing and more, ADERO invigorates the mind and stirs the spirit for getaways that are true adventures for the soul.

Members receive the following guest benefits:

Two reusable water bottles per room
Welcome drink upon arrival for up to two people per room
Daily Two hours of equipment and court use of tennis or pickle ball for each registered guest
Daily $10 Spa Credit per room
Daily morning self-guided desert hike for each registered guest with availability of trail maps and accessories for hiking, walking, biking for each registered guest
Daily Two hours daily instructor lead sessions in fitness studio (for up to two people)
Lawn games available on outdoor lawns
Shuttle Service to trail head and 2.5-mile radius for registered guests
Daily Peloton studio classes for up to two people

Price: CEO Group Discounted rate: $329/night + $20 daily resort fee. Check-in: 4:00 pm.
Cut-off date: September 2, 2025