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June 8–9, 2027 Meeting, Jackson Hole

Past Innovative Keynotes

Yelena Shulyatyeva, CFA

Senior US Economist for The Conference Board Economy, Strategy & Finance Center

She focuses on analyzing macroeconomic developments in order to better understand the implications for the broader economy and monetary policy. As part of a team of economists, she produces in-depth analysis of macroeconomic data and trends for the community of C-suite executives providing the insights to help companies make effective strategic decisions to accelerate growth.

Dan Chuparkoff

AI Educator & Innovation Expert from Google, McKinsey & Atlassian.

Globally recognized expert on artificial intelligence, innovation, and the future of work. A former technology leader at Google and McKinsey, he has spent decades helping organizations navigate digital transformation and turn emerging technologies into practical business advantages. He makes AI, automation, and innovation accessible and actionable for executive leaders, helping organizations combine AI with human expertise and improve decision-making.

About Your Meeting Facilitators

Jeff Disterhoft, MBA

Former CEO, GreenState Credit Union

Jeffrey Disterhoft, former CEO of GreenState Credit Union, served from October 1999 to September 2023, transforming the institution into Iowa’s largest independent financial entity. Under his leadership, GreenState grew from $200 million to over $11 billion in assets, serving over 450,000 members across Iowa and Illinois with 30 locations.

Dennis Sullivan, MBA

Founder & CEO, 40 Groups, Inc.

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

Tuesday

June 8, 2027

Afternoon Activities — TBA

6:00–6:45 pm
Cocktail Reception

6:45–8:00 pm
Dinner

Wednesday

June 9, 2027

7:00–8:30 am
Breakfast

8:00–8:30 am
Registration

8:30–9:30 am
Introductory Remarks
Dennis Sullivan
Opening Keynote

9:30–10:30 am
Opening Keynote Follow-Up Discussion

10:30–10:45 am
Break

10:45 am–Noon
Roundtable: Top 3 Topics Facing CFOs Today

Noon–1:00 pm
Lunch

1:00–2:00 pm
Deep Strategic Thinking on the #1 Challenge Facing Your CU
Lead Facilitator: Dennis Sullivan

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

3:15–4:00 pm
Turning Ideas into Action / Plans

Hotel Terra Jackson Hole

3335 West Village Drive
Teton Village, WY 83025

Hotel Terra Jackson Hole, located in the heart of Teton Village, is a luxury mountain retreat for adventurous people seeking an authentic Wyoming experience. Set at the base of Jackson Hole Mountain Resort, the hotel pairs contemporary comfort with easy access to outdoor adventure in every season. Explore Hotel Terra

As Wyoming’s first LEED Silver Certified hotel, Hotel Terra brings a thoughtful approach to mountain hospitality, combining environmentally conscious design with a welcoming place to unwind. Its commitment to preserving the surrounding landscape is reflected in sustainable building practices and everyday touches throughout your stay. Learn about the hotel’s sustainability efforts

From days exploring the Tetons to evenings enjoying Italian cuisine at Il Villaggio Osteria, Hotel Terra offers a memorable home base for your Jackson Hole visit. Recharge at the rooftop Chill Spa or let the concierge help arrange dining, excursions and local experiences. Discover hotel amenities

Your stay includes:

Year-round outdoor heated saline infinity pool
Rooftop hot tub with mountain and valley views, for guests
ages 18 and older
On-site fitness center overlooking the pool and Teton Village Commons. Pool and fitness details
Refillable aluminum water bottles in every room and suite, with a refill station in the lobby. In-room sustainability amenities
Complimentary concierge assistance with activity planning, dining reservations and transportation arrangements. Guest services

CFO 40 Group Discounted Rate
Room rate and reservation cutoff date TBD.
Discounted room rate is limited and available on a first-come, first-served basis.