CEO Institute I: Strategic Planning

Shape the Future of Your Credit Union

The financial services marketplace is defined by rapid change. How you respond will set you apart. At CEO Institute I—now celebrating its 30th year of successfully elevating credit union leaders—learn to anticipate change, maintain competitive advantage, and guide your credit union with confidence into the future.

Key Learning Outcomes

Understand the driving forces shaping your business.
Develop strategic plans to adapt and thrive in changing times.
Explore viable change scenarios and formulate actionable strategies.
Strengthen your leadership skills to guide your organization effectively.
Apply customer-centricity and innovation to your credit union’s business model.

Why Attend CEO Institute I?

Gain tools and frameworks to tackle real-world challenges, with immediate ROI from a post-segment scenario planning project tailored to your credit union.
Learn from world-class faculty at The Wharton School, ranked #1 in U.S. News & World Report’s Best Business Schools.
Join an exclusive network of 1,263 graduates and earn up to 34 Continuing Professional Education (CPE) credits.
Complete all three CEO Institute programs to achieve the prestigious Certified Chief Executive (CCE) designation.

Who Should Attend?

Presidents/CEO
Operations Executives
Finance Leaders
Marketing Professionals

Join the conversation: #CUESCEOInstitute

Andrew L. Jaeger

President/CEO

Credit Union of New Jersey

asset size — $467 million

CEO Institute is truly groundbreaking; when I attended the inaugural class, there was nothing like it in the credit union space. I thoroughly enjoyed attending the three institutes, both from a learning perspective and from the networking and camaraderie we had while there. As a younger CEO, it helped shape my thinking for my career, and it gave me new tools to be successful. It is a testament to the value of CEO Institute that has endured for 30 years and has undoubtedly helped shape so many leaders.

Sponsorship Opportunities

Reach the CEOs of tomorrow when you sponsor at CUES’ CEO Institute—the industry benchmark for executive education excellence.

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Curriculum

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.

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.

Leadership

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.

Applying Customer Centricity to Credit Union Members Simulation

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CEO Institute Overview

Celebrating 30 years and over 1,200 graduates, CUES’ prestigious CEO Institute is a career-and life-changing experience combining the faculty and resources of the nation’s top business schools into an unparalleled educational program that will prepare you to excel at any challenges and opportunities.

The CEO Institute program consists of a series of one-week sessions held over three years. The sessions include supplemental pre-reading, homework assignments, and project work, adding considerable value to your interactive learning experience. Learn more about each segment in the program.

The Wharton School
University of Pennsylvania

Highlights: scenario planning, member-centricity simulation, strategic segmentation

Year I Project: Give back to your credit union by completing a scenario planning project specific to your organization.

CEO Institute II: Organizational Effectiveness

Samuel Curtis Johnson Graduate School of Management
Cornell University

Highlights: change management, negotiation techniques, effective group performance and process

Year II Project: Apply the lesson you learned in organizational effectiveness to a business challenge or opportunity for your credit union.

CEO Institute II

CEO Institute III: Strategic Leadership Development

Darden Executive Education
University of Virginia

Highlights: Leadership Practices Inventory (LPI), managing change, motivation techniques

CEO Institute III

Becoming a Certified Chief Executive

When you have successfully completed all three weeks of CEO Institute and two between-segment action-learning assignments, you’ll have achieved Certified Chief Executive (CCE) status.

Credit unions realize the value of the CCE designation and are willing to pay for it. Recent statistics released by Industry Insights indicate that credit union executives holding the CCE designation make more than their peers without it.

The study showed that CFOs with designation typically earn a 23% premium, COOs a 14.8% premium, and CEOs a 6.3% premium.

Network with Your Peers

CEO Institute I Attendees by Title

1,280

CUES pioneering and industry-leading CEO Institute program has graduated 1,280 industry executives, propelling their credit unions and their careers.
937

Over the past 30 years, 937 industry professionals have earned the prestigious Certified Chief Executive (CCE) designation.
34

Attendees can earn up to 34 Continuing Professional Education (CPE) credits for attending CEO Institute I.

Being the journey toward your future today!

CEO Institute provides very real benefits for you and your credit union. Register now by contacting Teresa Brogan, Executive Education Specialist, at 800.252.2664 or 608.271.2664, ext. 331; or email teresab@cues.org.

Who should attend?

CEO Institute offers a robust professional development experience for:

Dedicated CEOs who value professional development and keeping abreast of the latest management strategies
Credit union executives looking for the in-depth business education needed to take their career to the next level
Future leaders who want to bring more strategic skills to the table and help their organization thrive

What does my tuition include?

Tuition includes:

Classroom instruction at a world-renowned educational institution
Five nights of on-campus executive accommodations
Class materials
Most meals

Is there financial assistance available?

CUES offers a scholarship! The value of the scholarship will equal one-third of the cost of CUES member tuition for all three segments of CUES CEO Institute. The remaining tuition fees, travel and other expenses will be your responsibility.

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What is CUES’ cancellation policy?

ALL CANCELLATIONS MUST BE IN WRITING. (cues@cues.org)

Prior to 120 days – full refund
61-120 days before start of event – 50% refund
0-60 days before start of event – no refund

Your spot will be secured when payment is received. Substitute attendees are welcome, subject to eligibility. CUES reserves the right to cancel or reschedule the event due to unforeseen circumstances, and will refund fees if the event is rescheduled or location is changed and you are unable to attend.

Will I earn Continuing Professional Education (CPEs) credits for attending?

Yes! This institute meets the following standards:

Earn up to 34 CPE Credits
Program Level: Overview
Delivery Method: Group-Live
Field of Study: Business Management & Organization
Prerequisites: None

The Credit Union Executives Society (CUES) is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, through its website linked above.

Will I earn my Certified Chief Executive (CCE) designation?

Yes! Earn your Certified Chief Executive (CCE) designation by successfully completing all three weeks of CEO Institute and two between-segment assignments. This title signifies you’ve made an ongoing commitment to your professional development, obtaining a level of expertise recognized throughout the credit union industry.

I have special dietary, mobility, or accessibility needs; can you accommodate me?

The comfort and well-being of our attendees is of utmost importance to us; we will make every effort to make sure you are comfortable at our events!

Please email events@cues.org as soon as you know you’re attending a CUES event. Be sure to include your name, credit union, the CUES event you are registered for, and everything we need to know to accommodate your request.

We’ll be in touch with any questions we have, and let you know how we can help.

Overview