Program Experience

Highlights and Key Outcomes

In the CUES CEO Institute 1: Strategic Planning Finance Program, you will:

  • Develop an intuitive understanding of how to anticipate change, gauge its impacts on your organization, and get ahead of it
  • Focus on scenario planning and strategies to anticipate organizational change, and proceed proactively
  • Apply what you've learned in a hands-on, post-segment project that centers on live challenges you face and offers an immediate return on investment

Experience & Impact

Credit union chief executives, like all financial service industry leaders, face an industry marked by rapid change, including a constantly evolving regulatory environment. A disciplined focus on strategy has become crucial for success. The CUES CEO Institute 1: Strategic Planning Finance Program helps you learn to turn challenges into change. This session, offered by Wharton, is one of three weeks you must complete to earn your CCE designation. The second and third parts of the program focus on organizational effectiveness and leadership and take place at the Cornell SC Johnson College of Business and the University of Virginia Darden School of Business, respectively.

Delve into strategic planning and discover how change can positively affect your organization, while discussing the driving forces that shape your business and learning to maintain a competitive advantage in changing times.

Emphasizing the importance of strategic leadership, this program presents a comprehensive approach to strategy development that explores viable change scenarios and potential outcomes, as well as how to formulate and focus your vision.

In sum, this program provides credit union executives with well-tested tools and frameworks that will clarify and enhance their strategic thinking.

Session topics include:

  • Driving Forces That Shape Your Business
  • How to Maintain a Competitive Advantage in Changing Times
  • Viable Change Scenarios and Potential Outcomes
  • How to Formulate Organizational Change Processes and Focus Your Vision
  • Strengths of Effective Leaders and How You Can Enhance Your Own Leadership Skills

Through highly interactive lectures, exercises, and case studies — both in the classroom and in smaller work groups — this deep dive into strategy will allow participants to examine how companies have created competitive advantage in a global context.

Additionally, hands-on exercises include mapping a firm’s "system of interconnected choices" to depict core and supporting activities and their interdependencies. These strategy maps help managers understand underlying trade-offs, prioritize resources, and anticipate the ramifications that arise when firms engage in change initiatives.

Overall, you will learn how to:

  • Tailor the planning process to the needs of individual business units
  • Enhance your ability to assess the strategic impact of your competitors' moves and how to maintain competitive advantage
  • Understand the general drivers that create and sustain competitive advantage
  • Start the process of mapping your organization’s system of interconnected choices
  • Coordinate strategy across multiple lines of business

Due to our application review period, applications submitted after 12:00 p.m. ET on Friday for programs beginning the following Monday may not be processed in time to grant admission. Applicants will be contacted by a member of our Client Relations Team to discuss options for future programs and dates.

Who Should Attend

CUES CEO Institute 1: Strategic Planning Finance Program is designed for high-level executives from different companies within the credit union field.

Faculty tailor the program content to the specific needs of this audience, so participants enjoy a learning experience that truly resonates with them and meets their learning needs.

Participants leave the program with an expanded peer network, plus specific tools and frameworks they can use to make a meaningful strategic impact within their companies or organizations.

Fluency in English, written and spoken, is required for participation in Wharton Executive Education programs unless otherwise indicated.

Plan your stay in Philadelphia

Plan Your Stay

This program is held at the Steinberg Conference Center located on the University of Pennsylvania campus in Philadelphia. Meals and accommodations are included in the program fees. Learn more about planning your stay at Wharton’s Philadelphia campus.

Click below to register for this program.

Email CUES to Register

In Partnership With


Contact Us

To learn more about this program or register, visit the CUES website, or contact Teresa Brogan.

 +1.800.252.2664 ext. 308

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