40 Groups, Inc.

A one-of-a-kind, small-group experience.

CFO 40 Group is for credit union chairs who want to learn from the world’s leading thought leaders and gain practical guidance from their true peers.

Learn More Details About Our Next Meeting

A one-of-a-kind, small-group experience.

CEO 40 Group is for credit union CEOs who want to learn from the world’s leading thought leaders and gain practical guidance from their true peers.

Learn More Details About Our Next Meeting

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Top 5 Reasons to join the CFO 40 Group

1. Gain valuable perspectives from a trusted group of peers.

By joining a confidential, peer-advisory group, you get a rare opportunity to work with a small group of high-caliber CFOs from non-competing credit unions. These peers help you evaluate solutions in ways your staff cannot.

2. Learn from thought leaders and facilitators who challenge your thinking.

Experienced CFOs understand that in order to grow, you need world-class thought leaders to spark innovation and activate new ideas to develop you personally and professionally.

3. Leverage insightful data and research from the country’s leading CUs.

Each meeting you will have an opportunity to benchmark your organization against your peers – not based on just asset size, but based on those you truly wish to emulate – so you can see firsthand what’s working, and what’s not.

4. Turn ideas into action with professional facilitators and supportive peers.

Ideas are useless without action. Working with credit union focused facilitators you will take home an action plan to turn your ideas into meaningful actions that will impact your CU for years to come.

5. Share, motivate, inspire.

Relax, unwind at a top-tier resort destination and come together for this VIP meeting twice a year to access the experience, wisdom and insights of other growth-minded achievers. This is a chance to re-charge and gain practical guidance not available anywhere else.

“What stood out most about the CFO 40 Group was the quality of the conversations. We openly discussed real balance sheet strategies, liquidity decisions, and operational challenges with peers who truly understand today’s environment. I left with actionable ideas, valuable peer connections, and conversations that are already continuing beyond the meeting itself.”

— Matt Birkelien, CFO, First Financial of MD FCU

Membership Includes:

All-inclusive registration to two CFO 40 Group meetings over 12 months.
Private, small-group meeting with other CFOs based on asset size — $500M - $1B AUM and $1B+ AUM.
Complete access to all meetings with speakers, roundtable meetings, and networking receptions.
One complimentary guest pass to the opening-night dinner and reception.
Exclusive access to member research data & analytics so you can benchmark your CU against the leaders in the movement.
Discounted room rates to some of the country’s most luxurious resorts.
Available discounts for resort activities such as spa, fitness facilities, tennis, pickle ball, golf and much more.