CU CFO 40 Group

A one-of-a-kind, small-group experience.

OptimaFI is proud to be a sponsor of the CU CFO 40 Group. Join us at the Noelle in Nashville TN for the Fall 2026 meeting.

Top 5 Reasons to join the CU CFO 40 Group.

• Gain valuable perspectives from a trusted group of peers.
  By joining a confidential, peer-advisory group, you get a rare opportunity to work with a small group of high-caliber CFOs from non-competing credit unions. These peers help you evaluate solutions in ways your staff cannot.
• Learn from thought leaders and facilitators who challenge your thinking.
  Experienced CFOs understand that in order to grow, you need world-class thought leaders to spark innovation and activate new ideas to develop you personally and professionally.
  
• Leverage insightful data and research from the country’s leading CUs.
  Each meeting you will have an opportunity to benchmark your organization against your peers – not based on just asset size, but based on those you truly wish to emulate – so you can see firsthand what’s working, and what’s not.
• Turn ideas into action with professional facilitators and supportive peers.
  Ideas are useless without action. Working with credit union focused facilitators you will take home an action plan to turn your ideas into meaningful actions that will impact your CU for years to come.
  
• Share, motivate, inspire.
  Relax, unwind at a top-tier resort destination and come together for this VIP meeting twice a year to access the experience, wisdom and insights of other growth-minded achievers. This is a chance to re-charge and gain practical guidance not available anywhere else.

Connect with Trevor and Shawn at the event.