Strategic Growth Institute™

July 22 - 25, 2019

University of Chicago Booth School of Business
Gleacher Center
Chicago, IL

Your Price:
Nonmember
$8,045.00
CUES member
$6,995.00
Nonmember (Can)
C$10,055.00
CUES member (Can)
C$8,745.00

Agenda

Day One’s Required Reading:

Can You Say What Your Strategy Is? (Collis)
Edward Jones: Confronting Success (Collis and Smith)
Innovating Across the Business Model (Skarzynski and Gibson)

Day One Schedule

7:30 – 8:30 a.m.
 
     Continental Breakfast/Registration
 
8:30 – 9:45
 
  Introductions and Overview
 
9:45 – 10:00 a.m.
 
  Break
 
10:00 a.m. – 12:00 p.m.
 
  Strategy Theory/Concepts
 
12:00 – 1:00 p.m.
 
  Lunch
 
1:00 – 2:40 p.m.

 
  Strategic Focus and Alignment
  • Edward Jones Case
2:40 – 3:00 p.m.
 
  Break
 
3:00 – 5:00 p.m.


 
  Business Models and Innovation
  • Strategy and Technological Change
  • Fintech
5:00 – 8:00 p.m.   Reception/Dinner


Day Two’s Required Reading:

The Profitable Core (Zook)
The Alexander Problem (Zook)
Growth Outside the Core (Zook)

Day Two Schedule

7:30 –  8:30 a.m.
 
     Continental Breakfast/Registration
 
8:30 – 10:00 a.m.
 
  Strategic Planning Process-Situation Analysis
 
10:00 – 10:15 a.m.
 
  Break
 
10:15 a.m. – 12:00 p.m.


 
  Peer Consulting
  • Defining Your CU’s Competitive Position
  • Defining Your CU’s “Core”
12:00 – 1:00 p.m.
 
  Lunch
 
1:00 – 2:30 p.m.
 
  Strategic Planning Process-Creating Growth Strategies
 
2:30 – 2:45 p.m.
 
  Afternoon Break
 
2:45 – 3:45 p.m.


 
  Peer Consulting
  • Defining Your CU’s Strategy Map
  • Identifying Adjacencies for Your CU
3:45 – 5:00 p.m.   Growth Through Mergers and Affiliations


Day Three’s Required Reading:

PepsiCo Restaurants Case and discussion questions
The Network Credit Union (Filene)
Credit Union 2.0 (Filene)
CUES Complete Guide to Mergers
The Board’s Role in Credit Union Mergers
(Filene)

Day Three Schedule

7:30 – 8:30 a.m.
 
     Continental Breakfast/Registraion
 
8:30 – 8:45 a.m.
 
  Tuesday Recap
 
8:45 – 10:30 a.m.
 
  Growing Through Mergers & Affiliations
 
10:30 – 10:45 a.m.
 
  Morning Break
 
10:45 a.m. – 12:00 p.m.
 
  Class Case Discussion: Pepsi
 
12:00 – 1:00 p.m.
 
  Lunch
 
1:00 – 3:30 p.m.
 
  Growing Through Mergers & Affiliations, continued
 
3:30 – 3:45 p.m.
 
  Afternoon Break
 
3:45 – 5:00 p.m.
 
  Guest Speaker, Shawn Hanson
 
5:00 – 8:00 p.m.   Graduation Dinner at the Midway Club

 

Day Four’s Required Reading:

Can This Merger Be Saved (Synergon-Beauchamp Case) and discussion questions

Day Four Schedule

7:30 – 8:30 a.m.
 
     Continental Breakfast/Registration
 
8:30 – 8:45 a.m.
 
  Wednesday Recap
 
8:45 – 10:15 a.m.
 
  Implementation & Execution
 
10:15 – 10:30 a.m.
 
  Morning Break
 
10:30 – 11:15 a.m.
 
  Class Case Discussion: Synergon-Beauchamp
 
11:15 a.m. – 12:00 p.m.
 
  Reflection and Wrap-Up
 
12:00 – 1:00 p.m.  

Lunch