Next Meeting

Introducing the World’s #1 Financial Market Futurist…

Keynote Presentation: Strategic Insights for Navigating Risks, Opportunities, and the Future

Speaker: Jason Schenker, Chairman, The Futurist Institute, and President, Prestige Economics

Join Jason Schenker, a world-renowned futurist and economic strategist, as he delivers an essential talk tailored for credit union CEOs. He is the author of 15 bestsellers and is #1 forecaster in the world in 27 different categories by Bloomberg. In a world of uncertainty, Mr. Schenker evaluates key risks and opportunities impacting financial institutions today. Gain valuable insights on navigating the war for talent amidst labor market mixed signals and addressing fluctuating inflation and interest rates threatening growth and profits. Explore the implications of Cold War Two® geopolitics and the end of globalization, including supply chain challenges. Looking ahead, Mr. Schenker highlights transformative trends in demographics, AI technologies like ChatGPT, and the future of work. Leave equipped with actionable strategies to thrive in the current landscape and prepare for the decade ahead. This session is not to be missed for forward-thinking CEOs.

About Your Keynote Speaker

Jason Schenker is the President of Prestige Economics and Chairman of The Futurist Institute, where he equips leaders with insights for the future. Renowned for his expertise in economics, financial markets, and technology, Jason has delivered over 1,200 keynotes to organizations like NATO, the CIA, the European Central Bank, and SXSW. A prolific author, he has penned 36 books, including 15 #1 bestsellers, and his LinkedIn Learning courses have reached 1.3 million students. Bloomberg News has ranked him the #1 forecaster globally in 27 categories. Jason is a Forbes contributor, a 2024 LinkedIn “Top Voice,” and an advisor to U.S. government entities.

About Your Meeting Facilitators

Jeff Disterhoft, MBA

Jeffrey Disterhoft, former CEO of GreenState Credit Union, served from October 1999 to September 2023, transforming the institution into Iowa’s largest independent financial entity. Under his leadership, GreenState grew from $200 million to over $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 early 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, MBA

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

THURSDAY

March 13 | 20256:00 PM - 8:00PM

Opening–Evening Dinner & Cocktail Reception (spouses/partners welcome to attend)

FRIDAY

March 14 | 20258:00 AM– 9:00 AM • BREAKFAST

9:00 - 10:30 AM
Keynote Presentation: An Economic and Financial Outlook of Risks and Opportunities with the World’s #1 Financial Market FuturistSpeaker: Jason Schenker, Chairman, The Futurist Institute

10:45 – 11:15 AM
Turning Futurist Thinking into Economic & Financial Reality WorkshopLead Facilitator: Jeff Disterhoft, CEO (ret.), GreenState CU

11:15 – NOON
Roundtable discussions on current challenges/opportunities

NOON – 1:00 PM • LUNCH

1:00 – 1:45 PM
Deep Strategic Thinking on the #1 Challenge Facing Your CU TodayLead Facilitator: Jeff Disterhoft, CEO (ret.), GreenStateCU

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

2:30 – 3:00 PM
Turning Ideas into Action - Practical Steps for Implementing Your Take-Home Plans

Recharge and Discover Luxury at the Ritz-Carlton Orlando, Grande Lakes

The Ritz-Carlton Orlando, Grande Lakes

Get away so you can expand your thinking at this premier resort destination that boasts a remarkable range of offerings, from rejuvenating spa experiences and championship golf to delectable farm-to-table dining, family activities, and exquisite pools featuring luxurious new cabanas. Nestled amidst over 500 acres of pristine natural landscapes and tranquil lakes, The Ritz-Carlton Orlando, Grande Lakes transcends the conventional notion of a mere luxury hotel—it is an exceptional escape.

Members receive the following benefits :

Wi-fi access for up to 6 devices per guestroom
24-hour access to the Ritz-Carlton Spa’s Fitness Center and classes (2 guests, one class per day per room)
Mountain Bike Rentals (2 bikes for 1 hour per day per room)
Range balls at the Driving Range
2 Lazy River Pool Tubes
1 hour Tennis Court access
Access to Grande Lakes Waterpark, and transportation to Sea World, Universal Studios

Meeting Schedule

March 13-14, 2025
The Ritz-Carlton Orlando, Grande Lakes, FL

Lead Sponsor: Nymbus®

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.