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.
Top 5 Reasons to join a 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 executives from non-competing organizations. These peers help you evaluate solutions in ways your staff and board cannot.
2. Learn from thought leaders and facilitators who challenge your thinking.
Experienced executives 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 organizations.
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 industry focused facilitators you will take home an action plan to turn your ideas into meaningful actions that will impact your organization for years to come.
5. Share, motivate, inspire.
Relax, unwind at a top-tier resort destination and come together for several VIP meetings over 12 months 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.
Membership Includes:
- All-inclusive registration to three CEO 40 Group meeting over 12 months.
- Private, small-group meeting with other CEOs 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 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.
Meetings Schedule
February 5-6, 2026
Park Hyatt Aviara Resort,
San Diego, CA
Apr 30 - May 1, 2026
Omni Interlocken Hotel,
Denver, CO
October 1-2, 2026
Noelle,
Nashville, TN
Next Meetings
Feb 5-6, 2026
Park Hyatt Aviara Resort, Golf Club, and Spa, San Diego CA
Apr 30-May 1, 2026
Omni Interlocken Hotel, Denver CO
OCT 1-2, 2026
Noelle, Nashville TN









































