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CUES CEO Institute 1: Strategic Planning Program
Wharton Executive Education

CUES CEO Institute 1: Strategic Planning Program

Wharton Executive Education, Philadelphia
HomeStrategyWharton Executive EducationCUES CEO Institute 1: Strategic Planning Program
5 daysDuration
in-personFormat
EnglishLanguage
StrategyTopic

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Apr 4 - Apr 9, 2027
5 days · in-person · Instructor-Led · Philadelphia, PA
Open
$0

All-inclusive program fee

About This Program

This program, offered in partnership with the Credit Union Executives Society (CUES), is the first of three weeks required to earn the Certified Chief Executive (CCE) designation. It focuses on strategic planning for leaders in the financial services industry, an environment characterized by dynamic market conditions and new regulatory requirements. Participants will develop skills to anticipate and adapt to change, ensuring their credit unions remain agile and competitive. The curriculum covers anticipating change, gauging its impact, and proactively planning for future scenarios. It includes hands-on projects that address real-world challenges, providing immediate return on investment. The program helps executives turn challenges into opportunities by focusing on strategy as a crucial element for success. The subsequent two weeks of the CEO Institute, focusing on organizational effectiveness and leadership, are held at Cornell SC Johnson College of Business and the University of Virginia Darden School of Business, respectively. Participants will explore strategic planning, discussing the driving forces that shape their business and how to maintain a competitive advantage. The program emphasizes strategic leadership and offers a comprehensive approach to strategy development, including formulating vision and exploring change scenarios and potential outcomes. It provides credit union executives with practical tools and frameworks to clarify and improve their strategic thinking. Topics include driving forces, competitive advantage in changing times, viable change scenarios, formulating organizational change processes, focusing vision, and enhancing leadership skills. Learning methods involve interactive lectures, exercises, and case studies, both in the classroom and in small groups. Participants will examine how companies achieve competitive advantage globally. Hands-on exercises include mapping a firm's 'system of interconnected choices' to understand core activities, interdependencies, trade-offs, resource prioritization, and the ramifications of change initiatives.

Why Wharton Executive Education?

When Fortune 500 boards, sovereign wealth funds, and serial founders want their senior teams sharpened on finance, strategy, or leadership, they repeatedly arrive at the same address in West Philadelphia. Wharton's executive programs are built on the same faculty who define the academic disciplines themselves — not practitioners brought in to translate research, but the researchers writing it.

Your Profile

  • CUES CEO Institute 1: Strategic Planning Program is designed for high-level executives from different companies within the credit union field.
  • Fluency in English, written and spoken, is required for participation in Wharton Executive Education programs unless otherwise indicated.

Benefits

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

What You'll Learn

  • 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

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