CEO Institute I: Strategic Planning

Starts:  Apr 7, 2024 09:00 AM (CT)
Ends:  Apr 12, 2024 05:00 PM (CT)

Challenges in the financial services marketplace are inevitable—how you respond is what sets you apart. At CEO Institute I, The Wharton School, University of Pennsylvania, 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.