CEO Institute: FinTech

Challenges and disruptions caused by fintech are here to stay; how your credit union responds and adapts to these shifts will determine its future relevancy and strength.

CUES is pleased to offer CEO Institute: FinTech. Our curriculum goes far beyond your typical fintech conference, diving deep to help credit unions embrace and use innovative technology to their advantage. Join us as we:

Deepen your understanding of advanced fintech concepts
Learn smart ways to apply these concepts to your credit union’s operations
Explore the competitive landscape, including how to best compete with other financial institutions and platforms
Leverage the unique cooperative nature of credit unions as an advantage
Connect fintech to your credit union’s mission

CEO Institute: FinTech participants will benefit from a unique mix of learning offered by our partners at Cornell SC Johnson College of Business, including digital pre-work, a live-taught online class, and in-person class on Cornell Tech’s campus. Prepare to stretch your thinking about all things fintech as we explore:

Blockchain and cryptocurrency
Artificial intelligence and machine learning
Consumer analytics

CUES Institute: FinTech participants will also learn from leaders and practitioners from the fintech space—a vital piece in understanding a big-picture view of fintech. These leaders will discuss:

The builder mindset and innovation process
Blending technical depth with business know-how
What’s on the horizon for fintech

About Cornell Tech

Cornell Tech offers a revolutionary model for graduate education that fuses technology with business and creative thinking, and we’re excited to partner with them in bringing you CEO Institute: FinTech.

CEO Institute: FinTech was created with credit union executives in mind. To learn more about this program, visit the curriculum page.

Board members, check out Governance Leadership Institute II: Emerging Technologies, which focuses on fintech for directors.

Sponsorship Opportunities

Our curriculum goes far beyond your typical fintech conference, diving deep to help credit unions embrace and use innovative technology to their advantage. Explore all CUES' sponsorship opportunities.

Why You Should Attend

Don’t miss the opportunity to attend CEO Institute: FinTech, where you’ll:

Learn what fintech is—and what it's not
Explore key disruptions that have led to the current fintech industry environment
Apply principles of disruption to challenges facing your organization
Explore the key players in the fintech ecosystem
Learn to think clearly and strategically about competing with other financial institutions and fintech providers
Leave with an understanding of artificial intelligence, machine learning, blockchain and cryptocurrencies and member analytics

Curriculum

Cornell Tech, our partner in bringing you CEO Institute: FinTech, focuses on creating pioneering leaders and technologies for the digital age.

Cornell Tech’s premise is that the rapid pace of innovation calls for new approaches to technology, new levels of strategic collaboration between companies and universities, and new curricula for graduate education.

They offer a revolutionary model for graduate education fusing technology with business and creative thinking, bringing together like-minded faculty, business leaders, tech entrepreneurs and students in a catalytic environment to produce visionary ideas grounded in significant needs that will reinvent the way we live.

Monday, April 15

Networking reception for participants

Tuesday, April 16

Morning Session: Key Trends and Developments in Fintech – Drew Pascarella

Afternoon Session: Digital transformation and change management – Karan Girotra

Refining your business model in light of new technologies
Enabling digital transformation in an established organization

Wednesday, April 17

Digital transformation and change management, continued

Delve deeply into HOW to implement change to move the needle
Develop a game plan to adopt a tactical, nuanced approach to accelerate effective change

Thursday, April 18

Morning Session: Learn from practitioners in FinTechs

Trends
Product cases
Market segments
Explore the Buy/Build/Partner decision-making process

Afternoon Session: Breakout sessions—Action planning

Project: What’s next for your credit union?

Next Steps, Live Taught Online Class

Recap and Action Plan Overview

This is a 2 hour session that will be held in June. Check back here for the final date.

Karan Girotra

CHARLES H. DYSON FAMILY PROFESSOR OF MANAGEMENT

Samuel Curtis Johnson Graduate School of Management

Drew David Pascarella

SENIOR LECTURER, REMPE WILSON DISTINGUISHED LECTURER, ASSOCIATE DEAN OF MBA PROGRAMS

Samuel Curtis Johnson Graduate School of Management

Information You Should Know

Your tuition includes:

Digital pre-work materials
Classroom instruction at a world-renowned educational institution
Four nights of on-campus lodging at the Graduate Hotel
Class materials
Most meals
Two-hour, faculty-led online follow-up class

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. Cancellation fees are based on the eCornell class start date of March 1.

Accommodations for diet, mobility, or other needs

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.

This conference meets the following standards:

CPE credits earned: up to 24
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.

*subject to change.

CEO Institute: FinTech

Roosevelt Island, New York

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