CEO Institute I: Strategic Planning

Starts:  Mar 29, 2020 5:45 PM (ET)
Ends:  Apr 3, 2020 12:00 PM (ET)

Challenges in the financial services marketplace are inevitable—how you respond is what sets you apart. At CEO Institute I, learn to manage change, and remain an agile, future-focused leader.

Delve into strategic planning to gain an advantage over your competitors and develop a successful path for your credit union.  Discover how change can positively affect your organization while discussing:

  • The driving forces that shape your business and maintaining a competitive advantage
  • Business model innovation
  • Developing strategic segmentation
  • Applying customer-centricity to the credit union members simulation
  • Viable change scenarios and potential outcomes
  • How to formulate and focus your vision
  • The strengths of effective leaders and how you can enhance your own leadership skills


Following CEO Institute I, apply what you learned to real-world conditions at your own credit union in a hands-on, post segment assignment.


The Wharton School, University of Pennsylvania
1 College Hall
Philadelphia, PA 19104
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Teresa Brogan