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Sep 29–30, 2026 Meeting, Nashville

Introducing our keynote speaker…

Leading Through Change: Innovation and the Future of Work in an AI World

Speaker: Dan Chuparkoff, AI Educator & Innovation Expert from Google, McKinsey, & Atlassian

Artificial intelligence is revolutionizing the future of work, and the leaders who thrive will be those who embrace its power while steering clear of its pitfalls. In this dynamic session, innovation expert Dan Chuparkoff—who built and reinvented teams at Google and McKinsey—will share best practices from the world’s most innovative companies. Credit union CFOs will not only gain practical strategies to accelerate decision-making, collaboration, and customer value creation, but also engage in a facilitated discussion with your peers. Together, you’ll explore how to harness AI to drive innovation and position their institutions for long-term success.

About Your Keynote Speaker

Dan Chuparkoff is a 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. Dan specializes in making complex topics – including AI, automation, and innovation – accessible and actionable for executive leaders. Through his engaging presentations, Dan equips organizations to blend AI with human expertise, improve decision-making, accelerate innovation, and prepare their workforce for the future. His practical, business-focused approach provides leaders with the strategies and mindset needed to harness AI as a competitive advantage while leading confidently through rapid technological change.

About Your Meeting Facilitator

Dennis Sullivan, MBA

Founder & CEO, 40 Groups, 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 a professor at the Community College of Baltimore where he also serves as Executive Director of CCBC Center for Business Innovation & Trades that has helped launch 65 new businesses in mostly underserved communities.

Agenda

Tuesday

Sep. 29, 2026 • 6:00 - 8:00 pm

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

TBD
Afternoon Networking Outing

6:00 – 6:45 pm
Cocktail Reception

6:45 – 8:00 pm
Dinner

Wednesday

Sep. 30, 2026 • 7:00 am - 4:00 pm

7:00 - 8:30 am
Breakfast

8:00 - 8:30 am
Registration

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

Opening Keynote - Leading Through Change: Innovation and the Future of Work in an AI World
Dan Chuparkoff, AI Educator & Innovation Expert from Google, McKinsey, & Atlassian

9:45 – 10:30 am
Practical Discussion: How CFOs Are Leveraging AI in Their CUs
Lead Facilitator: Dennis Sullivan, Founder, CFO 40 Group

10:30 – 10:45 am
BREAK

10:45 am – Noon
Roundtable Discussion on the 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, Founder, CFO 40 Group

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

Noelle in downtown Nashville is an experiential hotel and creative gathering place for adventurous people seeking a true Nashville encounter.

Created by some of the area’s finest makers and artists, this one-of-a-kind collaboration is designed specifically to bring guests face-to-face with the warmth, talent and delightful unpredictability that make Nashville unique.

Noelle pays homage to the building’s predecessor, the Noel Place, which was built in 1930 as one of Nashville’s first luxury properties. Noelle came of age at a time when downtown Nashville was experiencing a boom of new hotels, department stores and local characters aplenty. With Printers Alley at her back and the glow of Broadway a block away, Noelle has long been at the center of the hustle and bustle that fuel this eclectic city.

Now in its second act, the famed Noelle hotel has risen once again to take on its role in Nashville’s rich narrative. Today, Noelle serves as a gathering place for some of the city’s most interesting voices and makers as it continues to contribute to the spirit that makes this place so unique.

Your stay includes:

Premium High-speed wi-fi
24 access to hydration and coffee stations on every guest floor featuring sparkling & still water and Nespresso coffee
Relax & Recover Passport with curated wellness perks across Nashville
Complimentary wellness experiences at QNTM Fitness (6-minute drive)
Record player and vinyls to borrow during your stay
Priority access to Lona dining reservations
24-hour fitness center