CU CEO 40 Group

Feb 11–12, 2027
Waldorf Astoria Orlando
Orlando, FL

 

Feb 11–12, 2027 Meeting, Orlando

Introducing our keynote speaker…

WIN MONDAY: The High-Performance Habit that Fuels Momentum, Growth, and Success

Keynote Presentation
Paul Epstein, Former NFL and NBA Chief Sales Officer, Award-Winning Speaker, and 2x Bestselling Author

Monday isn’t just another day. It’s the most reliable performance habit of your entire week. Every seven days your team gets the same reset. The question is whether that reset sparks winning actions and momentum or defaults to comfort and stagnation.

In this discussion, bestselling author Paul Epstein reveals the weekly habit that separates champions from everyone else: flipping Mondays from missed opportunities into momentum drivers that lead to lasting growth and success. The brochure notes that 86% of employees consider Monday their worst day of the week, while people who accomplish something meaningful on Monday often feel momentum throughout the week.

  • Discover the keys to building good habits and breaking bad habits
  • Shift your organization’s identity from TGIF dreamers to TGIM doers
  • Transform Mondays into a catalyst for momentum, growth, and success
  • Strengthen commitment, ownership, and accountability
  • Build a repeatable, scalable habit system that spreads across teams

Every CEO 40 Group member will receive a digital copy of Paul’s new book, WIN MONDAY, a 52-week playbook to create 365 ROI.

About Your Keynote Speaker

Paul Epstein has spent nearly 15 years as a professional sports executive leading billion-dollar NFL campaigns, breaking Super Bowl revenue records, and driving record-setting sales for underperforming NBA teams. While in the NFL league office, he broke every premium revenue metric in Super Bowl history, opened a billion-dollar stadium, and founded the San Francisco 49ers Talent Academy, where he became known as the “Why Coach.”

Recognized by SUCCESS magazine as a top thought leader who gets results, Paul has been featured on ESPN, NBC, Fox Business, and USA Today. He is the bestselling author of The Power of Playing Offense and Better Decisions Faster.

About Your Meeting Facilitators

Tim Harrington

President, TEAM Resources

Author, consultant and international speaker, Tim Harrington has worked with and spoken to credit unions in all 50 states, Canada, Austria, Mexico, Jamaica, the Dominican Republic, the U.S. Virgin Islands and Puerto Rico. Since 1996, Tim has been President of TEAM Resources, a firm providing consulting, strategic planning, board governance guidance, and training to credit unions from coast to coast.

Dennis Sullivan, MBA

Founder & CEO, 40 Groups

Dennis is an experienced author, executive, entrepreneur, professor, and credit union advocate. He has launched or turned around more than 100 products and businesses and served as Chairman of CU Leadership Convention. He was recently named one of the world’s top business professors specializing in marketing and served as professor at Johns Hopkins University. He recently retired as professor at the Community College of Baltimore County and on the faculty of Goldman Sachs 10,000 Small Businesses.

Agenda

THURSDAY

February 11, 2027 • 6:00–8:00 pm

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

Afternoon Activities
To be announced

6:00–6:45 pm
Cocktail Reception

6:45–8:00 pm
Dinner

FRIDAY

February 12, 2027 • 7:00 am–4:00 pm

7:00–8:30 am
Breakfast

8:00–8:30 am
Registration

8:30–9:30 am
Introductory remarks
Dennis Sullivan, Founder, 40 Groups

WIN MONDAY
Paul Epstein, Former NFL and NBA Chief Sales Officer, Award-Winning Speaker, and 2x Bestselling Author

9:30–10:30 am
Opening Discussion on WIN MONDAY
Lead Facilitator: Tim Harrington, President, TEAM Resources

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: Tim Harrington, President, TEAM Resources

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

3:15–4:00 pm
Turning Ideas into Action: Practical Steps for Implementing Your Take-Home Plans
Lead Facilitator: Dennis Sullivan, Founder, CEO 40 Group

Waldorf Astoria Orlando

Refined Suites. Unforgettable Stays.

Waldorf Astoria Orlando is a luxury retreat surrounded by Walt Disney World® Resort, offering an elegant setting for relaxation and adventure. Newly renovated rooms and suites combine refined interiors with attentive hospitality.

Enjoy the Waldorf Astoria Spa, the Rees Jones-designed golf course, the resort pool, or the pools and lazy river at neighboring Signia by Hilton Orlando Bonnet Creek. Dining options include Bull & Bear, Peacock Alley, and Aquamarine.

Address:
14200 Bonnet Creek Resort Lane
Orlando, FL 32821

Your stay includes:

  • Wi-Fi for up to two devices throughout the resort, excluding meeting spaces
  • Two bottled waters each day
  • Scheduled shuttle transportation to Disney theme parks and Disney Springs®
  • 24-hour fitness center
  • Use of the golf club practice areas
  • Golf equipment rentals at no additional cost after 2 p.m.
  • Access to the neighboring Signia resort’s pools and lazy river

A daily resort charge applies and covers several amenities. Benefits reflect the hotel’s published amenities and policies.

CEO 40 Group discounted room rate: $469 (regularly $696)
The discounted room rate is limited and available first-come, first-served.

 

Next Meetings

Feb 11–12, 2027
Waldorf Astoria, Orlando, FL

June 10–11, 2027
Jackson Hole, WY

Sept 30–Oct 1, 2027
Boston, MA

OUR SPONSORS

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40 Groups members include…

4Front Credit Union APG Federal Credit Union Arizona Central Credit Union Blaze Credit Union BrightBridge Credit Union Clarity Credit Union Cobalt Credit Union Credit Union 1 Dort Financial Credit Union Downey Federal Credit Union Eastman Credit Union ESL Federal Credit Union Financial Partners Credit Union First Credit Union First Commonwealth Federal Credit Union First Financial Federal Credit Union First Service Credit Union First U.S. Community Credit Union Freedom Northwest Credit Union Frontwave Credit Union Harborstone Credit Union Honor Credit Union La Capitol Federal Credit Union Lake Trust Credit Union Leaders Credit Union Library of Congress Federal Credit Union Lookout Credit Union Mazuma Credit Union Meridian Trust Federal Credit Union Meritrust Credit Union Michigan First Credit Union Mirastar Federal Credit Union Mountain America Credit Union Navy Federal Credit Union OneAZ Credit Union On Tap Credit Union ORNL Federal Credit Union Park City Credit Union Pasadena Federal Credit Union Pathways Financial Credit Union PenFed Credit Union People First Federal Credit Union Rize Credit Union Sacramento Credit Union Southern Chautauqua Federal Credit Union StagePoint Federal Credit Union St. Cloud Financial Credit Union Teachers Federal Credit Union TruMark Financial Credit Union TruStone Financial Credit Union UCCU UNCLE Credit Union U of I Community Credit Union USALLIANCE Financial Verity Credit Union Vibe Credit Union WSECU Yolo Federal Credit Union
BrightBridge Credit Union
Cobalt Credit Union
Downey Federal Credit Union
First Service Credit Union
First U.S. Community Credit Union
Freedom Northwest Credit Union
Honor Credit Union
La Capitol Federal Credit Union
Navy Federal Credit Union
On Tap Credit Union
Utah Community Credit Union