JAN.DEC.

EXECUTIVE
EDUCATION

Plan for2015
Success
2015 July 2014June

PROGRAM
CALENDAR
PROGRAM
CALENDAR

EXECUTIVE
EDUCATION

Strengthen Your Advantage

Each phase of your career presents you with new challengesand new opportunities.
Wharton Executive Education gives you an exceptional advantage for success with
experiential learning programs that provide you and your organization with the in-depth
global strategies you need to excel in todays ever-changing business environment.
Program categories include:

Senior Management Leadership Development Strategy & Management

Finance & Wealth Management Marketing & Sales
Each program in this calendar empowers you to achieve immediate results within your
corporate environment. Youll gain rare insight from our world-class faculty and learn the
time-tested strategies that have achieved business success around the world. All in a
unique hands-on learning structure that allows you to pair in-depth analytical knowledge
with innovative methods of creative thinking.

Focus Your Approach:

THE WHARTON CERTIFICATE OF PROFESSIONAL DEVELOPMENT

The Wharton Certificate of Professional Development (CPD) is a unique certificate designed for
todays busy executive. Gain the specialized business knowledge you need to strengthen your
skills and advance your professional development.

Your CareerYour Choice

The Wharton CPD is offered in five subject areas:

GET THE WHARTON ADVANTAGE:

Open-Enrollment Program Calendar
This detailed guide outlines our 2015 Executive Education Programs for Individuals. Select the
programs that best meet your professional needs, and then share this guide with a colleague.
Contact us now for your free consultation:

Finance
General Management
Leadership
Negotiation
Strategy

+1.215.898.1776 (worldwide)
execed@wharton.upenn.edu (email)

Or expand your learning experience by selecting a combination of any four

Wharton Executive Education programs.

For more program information, visit:

For more information, visit:

execed.wharton.upenn.edu

www.WhartonCPD.com

JAN.DEC.

EXECUTIVE
EDUCATION
SENIOR MANAGEMENT

Executive Program Calendar

2015

execed.wharton.upenn.edu
JAN.

FEB.

MAR.

APR.

MAY

JUN.

JUL.

AUG.

SEP.

OCT.

NOV.

DEC.

Advanced Management Program

May 31
Jul. 3

Technology, globalization, and constant change have made the job of leading a business more exciting,
complex, and demanding. If you are leading or are in line to lead your firm, Whartons flagship program
will help you define and act on your purpose as a leader and strengthen your strategic prowess.
NEW! Boards that Lead: Corporate Governance that Builds Value
Based on the book Boards That Lead, this program provides the latest thinking from some of the
worlds most knowledgeable boardroom veterans on how directors can make a leadership difference.

Sep. 27
Oct. 30

Feb.
2627

NEW! Business Strategy & Operational Execution: Bridging the Divide

Oct.
49

Jul.
1317

Learn how to better understand connections between strategy execution, operational excellence, and
change management. Return to the office with an evolved operational mindset, prepared to take on the
challenge of identifying new business models that can accelerate your business.

San
Francisco

New York

Executive Development Program

Mar.
1527

Transitioning from functional, unit, or regional management to general management requires

knowledge in areas such as finance, marketing, leadership, and strategy. This program prepares you
for the complexities of organizational dynamics, communication, and leadership.

Sep.
1325

Nov.
113

Global CEO Program: A Transformational Journey

Nov.
16

Lead your company toward profitable growth as you strengthen your knowledge of new markets,
reflect on the most pressing issues facing your company, and broaden your skills as a senior leader.

So Paulo,
Brazil

(This unique international program takes place over three nonconsecutive weeks: November 16, 2015, at IESE
in So Paulo; March 1318, 2016, at Wharton in Philadelphia; and June 510, 2016, at CEIBS in Shanghai.)

Global Strategic Leadership

Jun.
24

Discover how you can formulate a global strategy for your organization and learn how to execute it
with speed and agility. Explore ways of serving customers and leading across borders. Expand your
organizations visionary capacity to inspire greater possibilities for your collective future.

The CFO: Becoming a Strategic Partner

Apr. 27
May 1

This program helps you refine your leadership style, communicate your financial knowledge to other
leaders, and make a greater contribution to strategy development and value creation in your organization.

Oct.
2630

NEW! The CMO Advantage: Evolving Beyond the Digital Revolution

Jun.
811

This program helps you refine your leadership style, communicate your financial knowledge to other
leaders, and make a greater contribution to strategy development and value creation in your organization.
(Takes place over two nonconsecutive weeks.)

Wharton Fellows: Master Classes & Networking for Senior Executives

This program combines experiential learning with onsite visits to best-practice companies in a series
of Master Classes designed to enlighten individuals responsible for organizational transformation.

Dec.
13

Feb.
1318

May
1720

Austin, TX

Tel Aviv

Sep.
2425
New York

Sep. 29
Oct. 2

JAN.DEC.

EXECUTIVE
EDUCATION
LEADERSHIP DEVELOPMENT

Executive Program Calendar

2015

execed.wharton.upenn.edu
JAN.

FEB.

MAR.

APR.

MAY

JUN.

JUL.

AUG.

SEP.

OCT.

NOV.

DEC.

Creating and Leading High-Performing Teams

Jun.
1519

Develop your ability to build, effectively lead, and successfully sustain high-performance teams. Explore
team dynamics in the classroom, using the latest research and casework, and in highly experiential
exercises.

Executive Negotiation Workshop: Bargaining for Advantage

Identify and understand your own negotiation style and that of others to negotiate more effectively. Learn
transformative techniques and practical frameworks to improve your internal and external negotiations.

Mar.
1620

Jul.
2024

High-Potential Leaders: Accelerating Your Impact

Engage the principles of human behavior to better influence and lead others. Learn how to avoid your
blind spots, examine how your actions affect others, and gain the resources to lead more effectively.

Nov.
26

May
48

Develop the strategic perspective required of global leaders, learn to manage uncertainty and execute
your vision, and establish a firm personal foundation that can withstand the pressures of leadership.

Leading and Managing People

Oct.
59

Oct.
1216

Mar.
2327

Leading Organizational Change

Oct.
2630
Apr.
2023

Examine the complex interpersonal and strategic issues involved in successfully spearheading change.
Gain frameworks, models, and perspectives on leading change and apply them to your unique challenges.

Nov. 30
Dec. 3

Strategic Persuasion Workshop: The Art and Science of Selling Ideas

Jun.
14

Assess your personal persuasion style, and apply what you learn to your current challenges. This
program provides tools to help you advance your cause in the organization, identify and remove
barriers to persuading others, and learn the Art of Woowinning others over.

Oct.
1922

The Leadership Edge: Strategies for the New Leader

May
1115

Make the transition from new manager to leader in your organization. Gain insights into your
decision-making processes and develop an authentic leadership style that is true to your personality.
Find new and effective ways to motivate and inspire your work colleagues and associates.

The Leadership Journey: Reinvigorate Your Leadership

Apr. 26
May 1

Ensure your competence as a leader and examine the timeliness of your strategic vision. Learn from
the decision-making processes of great leaders and discuss challenges with a network of global peers.

Nov.
1620

Sep.
1318

The Strategic Decision-Making Mindset

Apr.
2022

Theres an art and science to making strategic business decisions. Explore the best practices and behaviors
that lead to good decision-making habits. Learn how to effectively use critical thinking in business and gain a
deeper understanding of the role personal judgment and emotions play in the decision-making process.

Sep.
1416

NEW! Womens Executive Leadership: Business Strategies for Success

Designed specifically for todays rising female executives and those who aspire to leadership roles,
this weeklong program breaks new ground in leadership development for women. Participants will
gain business knowledge that will enhance their professional influence, advance their careers, and
improve their business acumen and leadership skills.

Program dates are subject to change. Visit our website for the most up-to-date information.

Mar.
1620

All programs listed take place on our Philadelphia campus, unless otherwise noted.

EXECUTIVE
EDUCATION
FINANCE & WEALTH MANAGEMENT

JAN.DEC.

Executive Program Calendar

2015
JAN.

FEB.

execed.wharton.upenn.edu
MAR.

APR.

MAY

Certified Investment Management Analyst (CIMA ) Certification

The CIMA certification is the only credential designed specifically for the financial professional
who wants to attain a level of competency as an advanced investment consultant. The CIMA
professional integrates a complex body of investment knowledge to provide objective, ethical
investment advice to individuals and institutions. In partnership with IMCA, Wharton offers an
intensive educational component to prepare participants for the Certification Examination.

Mar.
812

Finance and Accounting for the Non-Financial Manager

Learn how to use financial data to make business decisions and to evaluate your firms performance.
Examine core concepts of finance and accounting in a straightforward, easy-to-grasp manner.

Jan.
1216

San
Francisco

Jan.
2630

JUN.

JUL.

AUG.

SEP.

OCT.

NOV.

DEC.

Jun.
812

Apr.
610

Jun.
2125
San
Francisco

May
48

Oct.
59

FINRA/Wharton Certified Regulatory and Compliance Professional (CRCP)

Jul.
1317

Created by Wharton and the Financial Industry Regulatory Authority (FINRA), this intensive program provides
compliance, legal, and regulatory professionals with a thorough understanding of the foundation, theory, and
practical application of securities laws and regulation. (Takes place over two nonconsecutive weeks.)

Integrating Finance and Strategy for Value Creation

Demystify the process of creating shareholder value, gain techniques to evaluate the financial impact
and value of strategic decisions, and explore issues such as capital structures, diversification, and risk.

Feb.
2327

Investment Strategies and Portfolio Management

Our interdisciplinary faculty and industry speakers help you select, assess, and evaluate potential opportunities.
Examine acquisition strategy, valuation techniques, tax issues, due diligence, and post-acquisition integration.

Sep.
1418
May
1115

Develop investment portfolios that generate the highest return for your level of investment risk. This program
provides a solid foundation for building optimal portfolios and effective tools for making better investments.

Mergers and Acquisitions

Nov.
913

Feb.
813

Oct.
2630
Jun.
712

Private Wealth Management Program

Aug.
26

May
38

Experience the rigorous Wharton wealth management curriculum in a confidential setting with other
ultra-high net worth families like yours. More than 500 investors from 35 countries have attended this
five-day program since 1999.

RMA/Wharton Advanced Risk Management Program

May 31
Jun. 6

This program provides executives in banking and related fields with analytical frameworks, strategies, and
resources for measuring, managing, and monitoring risk. (Takes place over two nonconsecutive weeks.)

San
Francisco

Jul.
1218

WHARTON WEALTH MANAGEMENT INITIATIVE

|ONLINE! The Wharton Wealth Management Financial Advisor Online Series
Financial advisors will gain practical knowledge and timely insights that will help them tap new
markets and expand their business. Participants will be exposed to Wharton faculty thought
leadership from the retail side of the financial markets as well as the latest in academic research.
This online series is eligible for continuing education credits from the CFP Board and IMCA,
the Investment Management Consultants Association.

Recent topics include:

1-hour
sessions
(throughout 2015)

ONLINE

Relationship-Based Persuasion
W
 inning & Retaining Ultra-High Net Worth Clients:
Insights from the Family Office Space
D
 id Diversification Fail Us? Designing Portfolios for All Seasons

EXECUTIVE
EDUCATION
MARKETING & SALES

JAN.DEC.

Executive Program Calendar

2015
JAN.

FEB.

execed.wharton.upenn.edu
MAR.

APR.

MAY

JUN.

JUL.

AUG.

SEP.

OCT.

NOV.

Brand Leadership: Strategies for Driving Growth in a Global Marketplace

Jun.
13

Discover the strategic potential of branding and the tools you need to grow and protect your brand in
todays highly competitive global marketplace. This program provides an in-depth understanding of
how to leverage a brand effectively for corporate growth.

Bringing Customer Lifetime Value to Life: Practical Methods & Applications

This workshop brings sophisticated practitioners fully up to speed on the essential techniques that underlie
customer-base forecasting. Learn the basics of using probability models for forecasting, and use these
building blocks in focused examples that illustrate state-of-the-art approaches to customer-base analysis.

Feb.
1920

Competitive Marketing Strategy

Learn new tools to analyze your competitors and anticipate their actions and reactions to your strategic
moves. This program helps you to evaluate complex challenges and opportunities and to design both
preemptive and reactive marketing strategies for competitive advantage.

Feb.
912

Leading the Effective Sales Force

Make your sales force a sustainable competitive advantage for your firm. Gain a comprehensive approach
to motivating and compensating the sales force and tools to manage increasing market complexities.

Mar.
26

Oct.
1923

Jun.
2226

France

Singapore

Pricing Strategies: Measuring, Capturing, and Retaining Value

Jul.
2023

Gain new approaches for achieving maximum value and increasing your firms bottom line. In this
program, youll learn about the specific challenges facing various industries, including pricing new
products, short lifecycle products, dynamic pricing, and bundling products and services.

Strategic Marketing Essentials

Learn how leading marketers segment and target customers, analyze consumer decisions, develop
unique brands, utilize distribution channels, and make effective marketing communication decisions.
|ONLINE! Strategic Value of Customer Relationships
Radically re-examine how you relate to your best customers with this new online program. Discover how
to identify your most valuable customers, apply marketing performance metrics, and rethink product
development processes in order to deepen your companys relationship with its best customers.

Wharton Marketing Metrics: Linking Marketing to Financial Consequences

Demonstrate your marketing programs ROI and strategically invest marketing dollars. Benefit from the latest
research and tools to better assess and communicate the impact of marketing initiatives on your bottom line.
INDUSTRY ASSOCIATIONS
Wharton provides a variety of executive programs
specific to particular industries, including the
financial services, insurance, human resources,
health care, and pharmaceuticals industries.
Visit our website for detailed descriptions of our
industry-specific programs.

A few of our Industry Association partners:

Apr.
1217

Nov.
1520

Mar. 2
Apr. 26

Sep. 28
Nov. 22

ONLINE ONLY

ONLINE ONLY
May
59

Oct.
1216

DEC.

JAN.DEC.

EXECUTIVE
EDUCATION

Executive Program Calendar

2015

STRATEGY & MANAGEMENT

JAN.

FEB.

execed.wharton.upenn.edu
MAR.

APR.

MAY

JUN.

JUL.

AUG.

SEP.

OCT.

NOV.

DEC.

Advancing Business Acumen

Jun.
712

Drawing on key faculty and content from Whartons top-ranked MBA program, this program introduces
you to the fundamentals every successful manager needs in marketing, operations, accounting,
finance, strategy, negotiations, and leadership.

Nov.
813

Innovation for Growth: Strategies for Creating Value

May
1215

Create new business models, launch new products, improve customer experience, and open new
markets. With an Innovation Toolkit, you can design a flexible innovation process that lets your
company quickly adapt to, and profit from, changes in customers, competitors, or markets.

Making Strategy Work: Leading Effective Execution

Nov.
25

Apr.
1317

Gain the framework to develop and execute strategic plans. Learn to integrate strategy and
implementation while you examine integration issues, strategic change, and impact on corporate culture.

Sep. 28
Oct. 2

Strategic Alliances: Creating Growth Opportunities

Apr.
2023

Build mastery in formulating, negotiating, managing, and evaluating alliances. Adopt practical
tools for establishing a global strategic position, even with limited time and resources, and for
overcoming many of the obstacles inherent in new market expansion and new product development.

Nov.
912

Strategic Management of Knowledge Assets

May
1820

Identify and manage the many kinds of knowledge you and your firm can use to innovate, to accelerate
organic growth, to reconfigure your competitive approach to new and existing markets, to target
power-producing acquisitions, and to forge powerful alliances.

Strategic Thinking and Management for Competitive Advantage

Mar.
2327

Learn to accurately assess the competition, design a compelling strategy, leverage your firms capabilities to
full advantage, and obtain necessary resources through alliances, acquisitions, and internal corporate ventures.

Oct.
1921

Jun.
1519

Sep.
1418

Nov. 30
Dec. 4

GLOBAL PROGRAMS: INDIA

Accelerated Development Program www.WhartonADP India.com

The following three to four day program options are offered in Mumbai or Delhi:

As part of this certificate program for high-potential business executives in India, participants
complete three to four programs and are eligible to receive professional coaching and leadership
assessments. Visit our website for program dates and application information.

Customer Driven Marketing Driving Profitable Growth Executing Growth Strategies

Wharton Executive Education

PROGRAM FINDER:

Leading People in Organizations Strategic Thinking and Leadership

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professional learning development needs is now easier than ever!
Visit our website on your desktop or mobile device and use the new
Program Finder tool to sort through more than 50 programs across
every business discipline.
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For more program information, visit:

execed.wharton.upenn.edu
+1.215.898.1776 (worldwide)
execed@wharton.upenn.edu (email)
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