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April 29-30, 2027 Meeting, Lake Tahoe, CA

Introducing our keynote speaker…

Trust & Inspire: How Truly Great Leaders Unleash Greatness

Stephen M.R. Covey, co-founder of CoveyLink and the FranklinCovey Global Trust Practice and #1 best-selling author

Experience a rare, highly sought-after discussion with Stephen M.R. Covey, the #1 New York Times and Wall Street Journal bestselling author of The Speed of Trust and Trust & Inspire. Covey—one of the world’s most influential voices on trust, leadership, and organizational performance—has taught leaders in more than 60 countries and advises Fortune 500 boards, government agencies, and global institutions. In this exclusive CEO session, Stephen reveals why trust is the new economic driver and how “Trust & Inspire” leadership unlocks collaboration, innovation, and growth. Prepare for a transformative conversation that will elevate how your bank leads in a low‑trust world.

Stephen M.R. Covey

Co-Founder of CoveyLink and the FranklinCovey Global Trust Practice

Stephen M. R. Covey is co-founder of CoveyLink and the FranklinCovey Global Trust Practice. A sought-after and compelling keynote speaker and advisor on trust, leadership, ethics, and collaboration, he speaks to audiences around the world. He is the New York Times and #1 Wall Street Journal bestselling author of The Speed of Trust, a groundbreaking and paradigm-shifting book that challenges our age-old assumption that trust is merely a soft, social virtue and instead demonstrates that trust is a hard-edged, economic driver. The Speed of Trust has been translated into 22 languages and has sold over 2 million copies worldwide.

About Your Meeting Facilitators

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.

Paul Davis

Chief Facilitator

Paul Davis is the founder and CEO of Bank Slate Consulting, advising banks and fintechs on strategy, governance, and talent. He also publishes The Bank Slate, an influential media platform with a weekly newsletter and the Convos podcast. With 20+ years in financial services leadership and industry transformation, Paul works with executive teams and boards on strategic planning, corporate governance, succession, and GTM strategies. His work includes board assessments, executive onboarding, leadership offsites, and market-entry strategies for fintechs. Bank Slate is a preferred advisor within Grasshopper Bank’s fintech ecosystem, guiding early- and growth-stage companies on positioning, regulatory alignment, and commercialization.

Agenda

THURSDAY

APRIL 29, 2027 • 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

FRIDAY

APRIL 30, 2027 • 7:30 am - 4:00 pm

7:30 AM– 8:30 AM
Breakfast

8:30 – 10:00 AM
Welcome and Keynote Speaker: Leading Through Change: Innovation and the Future of Work in an AI World
Speaker: Dan Chuparkoff, Innovation & AI Expert

10:00 – 11:00 AM
Workshop on Futurist Thinking into Economic & Financial Reality

11:00 – NOON
Roundtable discussions on current challenges/opportunities

Noon – 1:00 pm
Networking Lunch

1:00 – 1:45 PM
Deep Strategic Thinking on the #1 Challenge Facing Your Community Bank Today

1:45 – 2:30 PM
Roundtable discussions on current challenges/opportunities

2:30 – 3:15 PM
Best practices workshop

3:15 – 4:00 PM
Turning Ideas into Action – Practical Steps for Implementing Your Take-Home Plans

Next Meetings

APRIL 29-30, 2027
Lake Tahoe, CA

SEPTEMBER 22-23, 2027
Boston, MA

JANUARY 20-21, 2028
Phoenix, AZ

APRIL 27-28, 2028
Denver, CO

SEPTEMBER 21-22, 2028
Chicago, IL

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