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CEO Institute I: Strategic Planning

April 02 - 07, 2017

The Wharton School, University of Pennsylvania
Philadelphia, PA

Your price:


CUES Member$9,095.00

Day 1
6:00 – 7:00 p.m. Dinner
Day 2
8:00 – 9:00 a.m. Breakfast
8:00 – 8:30 a.m. Registrations
9:00 – 9:30 a.m. Program Introduction
9:30 a.m. – Noon Scenario Planning
Noon – 1:00 p.m. Lunch
1:00 – 5:00 p.m.
Leadership and Decision Making
6:00 – 8:00 p.m. Welcome Reception and Dinner
Day 3
8:00 – 9:00 a.m. Breakfast
9:00 –10:15 a.m. Strategic Segmentation
10:30 - Noon Core Competencies
Noon – 1:00 p.m. Photo and Lunch
1:00 – 5:00 p.m. Strategic Influence & Persuasion
6:00 – 8:00 p.m. Dinner
Day 4
8:00 – 9:00 a.m. Breakfast
9:00 a..m. – Noon Ethics & Leadership
Noon – 1:00 pa.m. Lunch
1:00 – 5:00 p.m. Critical Thinking
6:00 – 8:00 p.m. Dinner
Day 5
8:00 – 9:00 ap.m. Breakfast
9:00 a.m. – Noon
CU Simulation
Noon – 1:00 p.m. Lunch
1:00 – 3:00 p.m. CU Simulation
3:15 – 5:00 p.m. Simulation Wrap Up & Review
6:00 – 8:00 p.m. Graduation Dinner
Day 6
8:00 – 9:00 a.m. Breakfast
9:00– 10:30 a.m. Red vs. Blue Oceans: Innovation & Strategy
10:45 a.m. – 12:30 p.m. Red vs. Blue Oceans & Wrap-Up
12:30 – 1:30 p.m. Lunch

Scenario Planning

  • Analyze the driving forces that shape your world, create a limited number of viable views of the future, and develop an effective action plan based on each possibility. 
  • Examine real-world examples to help you apply scenario planning principles to your organization’s future. 
  • Direct your energy to manage events that have not yet occurred, thereby limiting future consequences.

2020 Scenarios for Credit Unions: An Executive Report 

  • Delve deep into 2020 Scenarios for Credit Unions in North America developed by CUES in partnership with DSI, one the of world’s leading consulting firm specializing in scenario planning.
  • Uncover vital insights from a survey of nearly 320 credit union leaders, as well as in-depth interviews with industry analysts, consultants and journalists.
  • The study focuses on four distinct future scenarios, and challenges credit union leaders to question their assumptions and to develop a more flexible, multi-faceted view of the future.

Competitive Advantage in Changing Times

  • Identify ways to maintain a competitive advantage in today’s fast-changing financial services industry.
  • Address the challenges of new competition, regulation and technology that are continually changing the game and creating intense pressure to stay on top of new developments. 
  • Discuss issues specific to your credit union and evaluate strategies to build and sustain a competitive advantage.

Industry Scenarios

  • Reveal elements and trends to include in every potential scenario. 
  • Map out a series of viable scenarios to create successful plans for a variety of circumstances.

Strategic Segmentation

  • Develop effective methods to identify your competition and distinguish your offerings from theirs.
  • Discover the keys to in-depth market analysis and competitive segmentation. 

Organizational Change

  • Examine underlying forces that are shaping information technology and organizational change throughout the financial services industry. 
  • Establish a firm foundation and strategies for staying on top of the possibilities and perils of this elusive and demanding area.

Creating Vision

  • Formulate and focus your vision. 
  • Adopt communication skills visionary leaders use, increasing your influence and effectiveness.


  • Examine how great leaders have risen to a variety of challenges.
  • Discover how to apply their strengths and concepts to enhance your own leadership skills.

Winning in the Virtual World: Sim CU™—the Credit Union Simulation Game

  • Run a credit union in a simulated environment for five fiscal years. 
  • Develop a more flexible, multi-faceted view of the future and a greater confidence in your ability to make difficult decisions.

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