Previous Meeting


March 13-14, 2025

The Ritz-Carlton Orlando, Grande Lakes, FL

Keynote Presentation: 

Strategic Insights for Navigating Risks, Opportunities, and the Future

Introducing the World’s #1 Financial Market Futurist…

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.


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

 

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Next Meeting

October 2-3, 2025
ADERO Scottsdale Reosrt, Scottsdale, AZ

Lead Sponsor: Nymbus®