Network with Your Peers
CUES School of Applied Strategic Management Attendees by Title
Leadership takes practice and practice makes perfect. CUES School of Applied Strategic Management is designed to help your career, credit union—and members—soar. You’ll form into teams with your fellow attendees to virtually run financial institutions in the safety of a computer simulation program. You’ll also:
- Practice managing the risks and rewards of “running” a credit union
- Develop a practical understanding of asset/liability management
- Better understand the impact the economic environment has on your CU
- Improve your decision making and learn to think on your feet
- Enjoy a fun, friendly competition
Leadership takes practice and practice makes perfect so register today.
Receive Your Designation. Attend and earn the prestigious Certified Senior Executive (CSE) designation, a milestone signifying your dedication to professional development.
Ryan Didreckson
VP/Operations
Verve, a Credit Union
asset size — $924 million
Walking through the simulation was beneficial to reinforce the concepts taught. Filling out the sheets each quarter allowed us to use the calculations which reinforced the “why” behind the numbers. I believe I will be able to use the skills learned to add to the high-level strategy meeting of our credit union.
-
28
CUES School of Applied Strategic Management’s schedule offers 28 hours of learning.
-
29
You will earn up to 29 Continuing Professional Education credits for attending CUES School of Applied Strategic Management.
Why Attend?
You will:
- Advance your understanding of ALM and strategy-specific decision making as you work in teams to virtually run a credit union via the safety of a simulation.
- Help your credit union benefit immediately from the plans you develop in class, take home, and implement.
- Receive top-tier training from financial services expert John Oliver.
- Benefit from nearly 28 hours of learning and earning up to 31 Continuing Professional Education (CPE) credits.
- Receive your Certified Senior Executive (CSE) designation for completing this program
Sponsorship Opportunities
Network with the next generation of credit union leaders who attend to test their decision-making abilities in a safe environment.
Agenda
Registration will be Monday from 8:00-8:30 a.m. Class starts at 8:30 a.m. and continues until 4:30 p.m. each day. Class concludes at 2:30 p.m. on Thursday.
CUES School of Applied Strategic Management offers the unique opportunity to virtually run a financial institution. The agenda allows room for the ebb and flow of the simulation program, which is dictated by the choices you and your team make.
Registration
8:00 a.m.–8:30 a.m
General Session: Welcome, Orientation and ALM Overview
8:30 a.m. – 12:00 p.m.
Lunch and Networking
12:00 p.m. – 1:00 p.m.
Session Continues
1:00 p.m. – 2:30 p.m.
Introduction to Financial Performance Measurements
Introduction to the Simulation and Overview of Objectives
2:30 p.m. – 4:30 p.m.
General Session
8:30 a.m. – 12:00 p.m.
Strategic Management of Financial Institutions – A Simulation Strategic Thinking and Decision-Making
Lunch and Networking
12:00 p.m. – 1:00 p.m.
Session Continues
1:00 p.m. – 2:30 p.m.
Team Strategy Development and SWOT Analysis Exercise
Strategic Management of Financial Institutions
2:30 p.m. – 4:30 p.m.
A Simulation Virtual Institution Tactical Management: Operating Period 1
General Session
8:30 a.m. – 12:00 p.m.
Strategic Management of Financial Institutions – A Simulation Virtual Institution Tactical Management – Operating Period 2
Lunch and Networking
12:00 p.m. – 1:00 p.m.
Session Continues
1:00 p.m. – 4:30 p.m.
Strategic Management of Financial Institutions – A Simulation Virtual Institution Tactical Management – Operating Period 3
General Session
8:30 a.m. – 11:00 a.m.
General Session: “Strategic Management of Financial Institutions – A Simulation” Virtual Institution Tactical Management – Operating Period 3
Concept Refresher Session
11:00 a.m. – 12:00 p.m.
Lunch and Networking
12:00 p.m. – 1:00 p.m.
Written Diagnostic Exercise
1:00 p.m. – 2:00 p.m.
Grading, Group Discussion, Closing Thoughts
2:00 p.m. – 2:30 p.m.
FAQs
This school is ideal for:
- VPs, Department Heads and Managers of:
- Information Systems
- Finance
- Lending
- Marketing
- Operations
Your registration fee Includes:
- All educational sessions and materials
- Lunch Monday – Thursday
- Morning and afternoon refreshments Monday – Thursday
Right here! We've prepared an information sheet for you; it contains everything you need to know about attending this event, including:
- Where to stay
- What airport to fly into, and other transportation information
- When to arrive
- What to pack
Yes! By attending this school you will earn the prestigious Certified Senior Executive (CSE) designation, a milestone signifying your dedication to professional development.
Registration will be Monday from 8:00-8:30 a.m. Class starts at 8:30 a.m. and continues until 4:30 p.m. each day. Class concludes at 2:30 p.m. on Thursday.
Suggested dress for this school is business casual. Although we try to keep meeting room temperatures comfortable, we suggest you bring a sweater or jacket.
All cancellations must be in writing; email cues@cues.org to notify us:
- Prior to 60 days before event start date – full refund
- 31-60 days before event start date – 50% refund
We’re sorry, but we cannot offer a refund if we are notified 0-30 days before an event start date.
Substitute attendees are welcome, subject to eligibility.
CUES reserves the right to cancel or reschedule the event due to unforeseen circumstances, and will refund fees if the event is rescheduled or location is changed and you are unable to attend.
Yes! This school meets the following standards:
- Earn 29 CPE Credits
- Program Level: Overview
- Delivery Method: Group-Live
- Field of Study: Business Management & Organization
- Prerequisites: None
CUES is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors, through its website linked above.
The comfort and well-being of our attendees is of utmost importance to us; we will make every effort to make sure you are comfortable at our events!
Please email events@cues.org as soon as you know you’re attending a CUES event. Be sure to include your name, credit union, the CUES event you are registered for, and everything we need to know to accommodate your request.
We’ll be in touch with any questions and let you know how we can help.
Leadership takes practice and practice makes perfect. CUES School of Applied Strategic Management is designed to help your career, credit union—and members—soar. You’ll form into teams with your fellow attendees to virtually run financial institutions in the safety of a computer simulation program. You’ll also:
- Practice managing the risks and rewards of “running” a credit union
- Develop a practical understanding of asset/liability management
- Better understand the impact the economic environment has on your CU
- Improve your decision making and learn to think on your feet
- Enjoy a fun, friendly competition
Leadership takes practice and practice makes perfect so register today.
Receive Your Designation. Attend and earn the prestigious Certified Senior Executive (CSE) designation, a milestone signifying your dedication to professional development.
Ryan Didreckson
VP/Operations
Verve, a Credit Union
asset size — $924 million
Walking through the simulation was beneficial to reinforce the concepts taught. Filling out the sheets each quarter allowed us to use the calculations which reinforced the “why” behind the numbers. I believe I will be able to use the skills learned to add to the high-level strategy meeting of our credit union.
Network with Your Peers
CUES School of Applied Strategic Management Attendees by Title
-
28
CUES School of Applied Strategic Management’s schedule offers 28 hours of learning.
-
29
You will earn up to 29 Continuing Professional Education credits for attending CUES School of Applied Strategic Management.
Why Attend?
You will:
- Advance your understanding of ALM and strategy-specific decision making as you work in teams to virtually run a credit union via the safety of a simulation.
- Help your credit union benefit immediately from the plans you develop in class, take home, and implement.
- Receive top-tier training from financial services expert John Oliver.
- Benefit from nearly 28 hours of learning and earning up to 31 Continuing Professional Education (CPE) credits.
- Receive your Certified Senior Executive (CSE) designation for completing this program
Sponsorship Opportunities
Network with the next generation of credit union leaders who attend to test their decision-making abilities in a safe environment.
Agenda
Registration will be Monday from 8:00-8:30 a.m. Class starts at 8:30 a.m. and continues until 4:30 p.m. each day. Class concludes at 2:30 p.m. on Thursday.
CUES School of Applied Strategic Management offers the unique opportunity to virtually run a financial institution. The agenda allows room for the ebb and flow of the simulation program, which is dictated by the choices you and your team make.
Registration
8:00 a.m.–8:30 a.m
General Session: Welcome, Orientation and ALM Overview
8:30 a.m. – 12:00 p.m.
Lunch and Networking
12:00 p.m. – 1:00 p.m.
Session Continues
1:00 p.m. – 2:30 p.m.
Introduction to Financial Performance Measurements
Introduction to the Simulation and Overview of Objectives
2:30 p.m. – 4:30 p.m.
General Session
8:30 a.m. – 12:00 p.m.
Strategic Management of Financial Institutions – A Simulation Strategic Thinking and Decision-Making
Lunch and Networking
12:00 p.m. – 1:00 p.m.
Session Continues
1:00 p.m. – 2:30 p.m.
Team Strategy Development and SWOT Analysis Exercise
Strategic Management of Financial Institutions
2:30 p.m. – 4:30 p.m.
A Simulation Virtual Institution Tactical Management: Operating Period 1
General Session
8:30 a.m. – 12:00 p.m.
Strategic Management of Financial Institutions – A Simulation Virtual Institution Tactical Management – Operating Period 2
Lunch and Networking
12:00 p.m. – 1:00 p.m.
Session Continues
1:00 p.m. – 4:30 p.m.
Strategic Management of Financial Institutions – A Simulation Virtual Institution Tactical Management – Operating Period 3
General Session
8:30 a.m. – 11:00 a.m.
General Session: “Strategic Management of Financial Institutions – A Simulation” Virtual Institution Tactical Management – Operating Period 3
Concept Refresher Session
11:00 a.m. – 12:00 p.m.
Lunch and Networking
12:00 p.m. – 1:00 p.m.
Written Diagnostic Exercise
1:00 p.m. – 2:00 p.m.
Grading, Group Discussion, Closing Thoughts
2:00 p.m. – 2:30 p.m.
FAQs
This school is ideal for:
- VPs, Department Heads and Managers of:
- Information Systems
- Finance
- Lending
- Marketing
- Operations
Your registration fee Includes:
- All educational sessions and materials
- Lunch Monday – Thursday
- Morning and afternoon refreshments Monday – Thursday
Right here! We've prepared an information sheet for you; it contains everything you need to know about attending this event, including:
- Where to stay
- What airport to fly into, and other transportation information
- When to arrive
- What to pack
Yes! By attending this school you will earn the prestigious Certified Senior Executive (CSE) designation, a milestone signifying your dedication to professional development.
Registration will be Monday from 8:00-8:30 a.m. Class starts at 8:30 a.m. and continues until 4:30 p.m. each day. Class concludes at 2:30 p.m. on Thursday.
Suggested dress for this school is business casual. Although we try to keep meeting room temperatures comfortable, we suggest you bring a sweater or jacket.
All cancellations must be in writing; email cues@cues.org to notify us:
- Prior to 60 days before event start date – full refund
- 31-60 days before event start date – 50% refund
We’re sorry, but we cannot offer a refund if we are notified 0-30 days before an event start date.
Substitute attendees are welcome, subject to eligibility.
CUES reserves the right to cancel or reschedule the event due to unforeseen circumstances, and will refund fees if the event is rescheduled or location is changed and you are unable to attend.
Yes! This school meets the following standards:
- Earn 29 CPE Credits
- Program Level: Overview
- Delivery Method: Group-Live
- Field of Study: Business Management & Organization
- Prerequisites: None
CUES is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors, through its website linked above.
The comfort and well-being of our attendees is of utmost importance to us; we will make every effort to make sure you are comfortable at our events!
Please email events@cues.org as soon as you know you’re attending a CUES event. Be sure to include your name, credit union, the CUES event you are registered for, and everything we need to know to accommodate your request.
We’ll be in touch with any questions and let you know how we can help.