April 28-29, 2026 Meeting, Denver

Introducing our keynote speaker…

Navigating the Headwinds: A CFO’s Economic & Consumer Outlook for Credit Unions

Speaker: Yelena Shulyatyeva, CFA

Gain unparalleled economic and consumer insights uniquely tailored for credit union CFOs seeking to master the complexities of the current economic environment and its impact on members with The Conference Board’s Senior U.S. Economist Yelena Shulyatyeva. Join us as we explore:

The Evolving Economic Outlook: Gain critical insights into interest rate predictions, inflation trends, and GDP growth forecasts, understanding how these economic indicators will directly affect your balance sheet, loan growth, and profitability.
Decoding Consumer Behavior: Discover how the latest consumer trends are influencing member expectations, product offerings, digital transformation strategies, and member engagement models. Also learn how the ongoing impact of financial stress on members affects loan repayment and the demand for flexible financial solutions.
Macro and Micro Challenges & Opportunities: Beyond the immediate headlines, we’ll unpack the critical economic issues, such as the persistent high interest rates and their effect on lending activity and the housing market, as well as the potential impact of policy shifts.

This session will equip you with the same strategic foresight that the World bank, Mastercard, Microsoft, Deloitte and other Fortune 500 companies rely on to mitigate risks, capitalize on emerging opportunities and ensure your CU’s sustained growth and financial health in a dynamic economic climate.

About Your Keynote Speaker

Yelena Shulyatyeva is a Senior US Economist for The Conference Board Economy, Strategy & Finance Center, where 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.

Yelena brings twenty years of experience as a U.S. economist at BNP Paribas and Bloomberg L.P. where she provided clients with forecasts and analysis of macroeconomic and financial developments. She regularly appears on business television & radio, and is frequently quoted in media. Yelena holds a CFA designation as well as Masters Degrees in Finance & Investments and Economics.

About Your Meeting Facilitators

Jeff Disterhoft, MBA

Retired CEO, GreenState Credit Union

Jeffrey Disterhoft, former CEO of GreenState Credit Union, served from October 1999 to September 2023, transforming it into Iowa’s largest independent financial entity. Under his leadership, GreenState grew from $200 million to $11 billion+ in assets, serving over 450,000 members across Iowa and Illinois with 30 locations. He introduced new services including Wealth Management, Trust, Brokerage, Insurance, and Commercial Services. A Certified Public Accountant, Mr. Disterhoft holds a Bachelor of Arts from Buena Vista College (1990) and an MBA from the University of Iowa (2003). His career included financial auditing roles at KPMG Peat Marwick and RSM before joining GreenState in 1995 as VP of Finance. In retirement, he founded cu20, a consulting firm, and two nonprofits: Fields of Faith, addressing food insecurity, and cornerstone100, promoting affordable housing solutions. Jeff resides in North Liberty, Iowa, with his wife Missy, and their two children.

Dennis Sullivan

Founder & CEO, CEO 40 Group, 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 currently a professor at the Community College of Baltimore where he also serves as Executive Director of CCBC Center for Business and is founder of a consulting business.

Agenda

FRIDAY

April 28, 2026 • 6:00 - 8:00 pm

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

6:00 – 6:45 pm
Cocktail Reception

6:45 – 8:00 pm
Dinner

SATURDAY

April 29, 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 - Navigating the Headwinds: A CFO’s Economic & Consumer Outlook for Credit Unions
Yelena Shulyatyeva, CFA, Senior U.S. Economist, The Conference Board Economy, Strategy & Finance Center
(Presentation & Q&A)

9:45 – 10:30 am
What the Economic Outlook & Trends Mean for Your CU
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: Jeff Disterhoft, CEO (ret.), GreenState CU

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

Enriching Experiences

See the sights of Omni Interlocken Hotel set against the dramatic backdrop of the Rocky Mountains

With the Rocky Mountains as your backdrop, Omni Interlocken Hotel is the perfect choice for a Colorado getaway. Just a short drive away from Denver, Boulder and Estes Park, it’s a place for relaxation or exploring the great outdoors. Tee off on our 27-hole championship golf courses, take a dip in sparkling resort pools or relax with a treatment at our rejuvenating spa. Our hotel rooms and suites overlook the snow-capped Rocky Mountains and lush vistas, with amazing sunset views. One of the best hotels in Broomfield, CO, Omni Interlocken Hotel welcomes guests with five bars, cafes and restaurants. Start your stay with breakfast at The Camper, dine overlooking the 9th green at Fairways Restaurant or gather with friends and colleagues at Shep's to catch a game over craft beers.

Members receive the following benefits with their stay:

Access to resort outdoor recreation area (Pools, Hot Tub, outdoor games and amenities)
Fitness Classes both on property and off site at Rocky Mountain Sports Club
Access to resort fitness center
Complimentary use of golf driving range and practice facilities, including rental clubs if needed
Two bottled waters in room per day
Unlimited local telephone Calls

Price: CFO Group Discounted rate: $189/night + $25 daily resort fee.

Cut-off date: April 8, 2026

Next Meeting

April 28 - 29, 2026

Omni Interlocken Hotel, Denver, CO

OUR SPONSOR

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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.