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.

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Thank you to our Sponsorship Partners:

Earnest Consulting Group partners with boards and senior management to develop strategies that reward and retain key executives, offset employee benefit costs, and enhance charitable giving opportunities. As your strategic resource, we infuse deep industry knowledge with flexible, creative thinking to deliver prompt, bespoke solutions that adapt seamlessly to changing market conditions and your long-term needs.

OptimaFI provides practical, data-driven solutions that help over 2,500 community institutions to make more informed decisions about growth, risk, and profitability. As the new home of QwickRate, Infusion, and IntelliCredit, OptimaFI brings decades of industry expertise and unique peer performance benchmarking that solve real-world banking challenges, without complexity. OptimaFI supports credit unions across three core areas: growth strategy and relationship expansion; credit risk oversight and portfolio management; and balance sheet strategy, including funding, liquidity, and financial analytics. OptimaFI combines powerful data, analytical tools, and advisory insights that empower credit unions to drive stronger, more sustainable results.

 

Next Meetings

Sep 29–30, 2026
Noelle, Nashville TN
June 8–9, 2027
Jackson Hole, WY

OUR SPONSORS

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40 Groups members include…