Director Strategy Seminar

September 18 - 20, 2019

La Fonda on the Plaza
Santa Fe, NM

Your Price:
Nonmember
$2,445.00
CUES member
$1,795.00
Nonmember (Can)
C$2,555.00
CUES member (Can)
C$1,745.00

Schedule

Registration will begin Wednesday morning at 7:30 a.m. Class will be in session Wednesday and Thursday from 8:00 a.m. until approximately 4:00 p.m., and Friday from 8:00 a.m. until Noon.

Wednesday, September 18
7:00–8:00 a.m.                        Breakfast

8:00–10:00 a.m.                      General Session          

10:00–10:15 a.m.                    Morning Networking Break

10:15 a.m.–12:00 p.m.            General Session

12:00–1:00 p.m.                      Lunch

1:00–2:15 p.m.                        General Session
                                                
2:15–2:30 p.m.                        Afternoon Networking Break

2:30–4:00 p.m.                        General Session

 

Thursday, September 19
7:00–8:00 a.m.                        Breakfast

8:00–10:00 a.m.                      General Session  

10:00–10:15 a.m.                    Morning Networking Break

10:15 a.m.–12:00 p.m.            General Session

12:00–1:00 p.m.                      Lunch

1:00–2:15 p.m.                        General Session

2:15–2:30 p.m.                        Afternoon Networking Break

2:30–4:00 p.m.                        General Session


Friday, September 20
7:00–8:00 a.m.                        Breakfast

8:00–10:00 a.m.                      General Session  

10:00–10:15 a.m.                    Morning Networking Break

10:15 a.m.–12:00 p.m.            General Session

12:00 p.m.                               Director Strategy Seminar Concludes

Session Overview

Day 1
Day one incorporates sharing of industry examples and best practices with hands-on application with worksheets and tools.

Thriving in an Era of Digital Disruption
Level-setting talk highlighting the need for change:

  • Reframing our maps to match the changing landscape
  • The Innovators Dilemma in financial services
  • Why innovation is different than managing existing businesses
  • Why traditional “strategic planning” is not enough
  • Changing board roles as a result

Setting the Strategic Course

  • Aligning our efforts with our strategic intent
  • Supplemental frameworks to augment traditional methods
  • Creating your own Declaration of Innovation
  • Developing an innovation portfolio

Creating Capacity for Innovation

  • Structures, systems, and processes
  • Agile vs. waterfall methodologies
  • KPIs and success measures for innovation
  • Staffing and talent implications

Getting Better Member Insights

  • Pains, Gains, and Jobs to be Done
  • Minimal Viable Products
  • FIRE ™ - Fast Iterative Responsive Experiments

Day 2
Small Team Exercises—Day two moves into small teams to apply the concepts learned on real-world challenges or opportunities brought up by participants.

Blast Furnace: Where should we focus?

  • Pains and gains from both the Member and CU perspective

Understanding the Opportunities

  • High level objectives

Framing the Experiments

  • Key questions and Assumptions

Process Mapping

  • How does the process work?
  • How should the process work?

Solution Sketching

  • Envisioning potential solutions

Team Storyboards

  • Finalizing the initial approach
  • Experiment template

Experiment Template

  • What are we testing?
  • How will me manage and mitigate risk?

Pitch Mad Lib

  • Each group prepares a pitch of their idea to the rest of the group

Day 3
Day three is the culmination of the FIRE™ process as the teams report on their findings and present their ideas.

Pitch

  • Each small group reports on their findings and proposed potential solution
  • Shark Tank style, with a strict 5 minute limit
  • Group votes on a winner

Full Group Discussion

  • How is this different than what you have been doing in the past?
  • How do think this might help going forward?
  • What do think would be the biggest barriers to adopting a more agile approach to planning and execution?
  • Next steps for your CU