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CEO Institute I: Strategic Planning (Summer Session)

August 16 - 21, 2015

The Wharton School, University of Pennsylvania
Philadelphia, PA

Your price:


CUES Member$8,995.00

Contact Kristin Ryan, executive education & meetings manager, to learn more about this program.

Learn to turn challenges into change at CEO Institute I. Delve into strategic planning through embracing uncertainty, rather than ignoring it. Discover how change can positively affect your organization while discussing:

  • The driving forces that shape your business
  • Maintaining a competitive advantage in changing times
  • Viable change scenarios and potential outcomes
  • How  to formulate and focus your vision
  • The strengths of effective leaders and how you can enhance your own leadership skills

Following CEO Institute I, apply what you learned to your credit union in a hands-on, post segment assignment.


Earn Your Certified Chief Executive DesignationCCE

Earn your Certified Chief Executive (CCE) designation by successfully completing all three weeks of CEO Institute and two between-segment assignments. This title signifies you’ve made an ongoing commitment to your professional development, obtaining a level of expertise recognized throughout the credit union industry.

Class Photo

Who Should Attend?

CEO Institute offers a robust professional development experience for:

  • Dedicated CEOs who value professional development and keeping abreast of the latest management strategies
  • Credit union executives looking for the in-depth business education needed to take their career to the next level
  • Future leaders who want to bring more strategic skills to the table and help their organization thrive.
Cancellation Policy

ALL CANCELLATIONS MUST BE IN WRITING. All refunds will be based on the chart below. 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 must cancel your registration due to the change.

Notification Days are Counted Prior to Day One of the Event

0-30 days

100% penalty/no refund

31-60 days

75% penalty

61-90 days

50% penalty

91-120 days

25% penalty

121+ days

No penalty/full refund


Attendees of the CEO Institute can earn continuing professional education credits. This institute meets the following standards:

  • CPE credits earned: up to 33CPE
  • Program level: overview
  • Delivery method: group-live
  • Preparation: some advance preparation is required
  • Prerequisites: not required for this program


Credit Union Executives Society (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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417 or by visiting the Web site www.learningmarket.org.

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