July 2014June 2015

PROGRAM CALENDAREDUCATIONEXECUTIVE

Plan for Success

PROGRAM CALENDAR

JAN.DEC.

2015

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.

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:

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

For more program information, visit:execed.wharton.upenn.edu

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 ChoiceThe Wharton CPD is offered in five subject areas:

Finance

General Management

Leadership

Negotiation

Strategy

Or expand your learning experience by selecting a combination of any four Wharton Executive Education programs.

For more information, visit: www.WhartonCPD.com

EDUCATIONEXECUTIVE

Strengthen Your Advantage

EDUCATIONEXECUTIVE Executive Program Calendar

JAN.DEC.

2015execed.wharton.upenn.edu

SENIOR MANAGEMENT JAN. FEB. MAR. APR. MAY JUN. JUL. AUG. SEP. OCT. NOV. DEC.

Advanced Management ProgramTechnology, 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.

May 31 Jul. 3

Sep. 27 Oct. 30

NEW! Boards that Lead: Corporate Governance that Builds ValueBased 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.

Feb. 2627

NEW! Business Strategy & Operational Execution: Bridging the DivideLearn 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.

Jul. 1317

New York

Oct. 49

San Francisco

Executive Development ProgramTransitioning 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.

Mar. 1527

Sep. 1325

Nov. 113

Global CEO Program: A Transformational JourneyLead 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. (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.)

Nov. 16

So Paulo, Brazil

Global Strategic LeadershipDiscover 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.

Jun. 24

Dec. 13

The CFO: Becoming a Strategic PartnerThis 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.

Apr. 27 May 1

Oct. 2630

NEW! The CMO Advantage: Evolving Beyond the Digital Revolution 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.)

Jun. 811

Sep. 2425New York

Wharton Fellows: Master Classes & Networking for Senior ExecutivesThis 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.

Feb. 1318

Austin, TX

May 1720

Tel Aviv

Sep. 29 Oct. 2

JAN.DEC.

2015EDUCATIONEXECUTIVE Executive Program Calendar

Program dates are subject to change. Visit our website for the most up-to-date information. All programs listed take place on our Philadelphia campus, unless otherwise noted.

execed.wharton.upenn.edu

LEADERSHIP DEVELOPMENT JAN. FEB. MAR. APR. MAY JUN. JUL. AUG. SEP. OCT. NOV. DEC.

Creating and Leading High-Performing TeamsDevelop 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.

Jun. 1519

Oct. 59

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

Nov. 26

High-Potential Leaders: Accelerating Your ImpactDevelop 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.

May 48

Oct. 1216

Leading and Managing PeopleEngage 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.

Mar. 2327

Oct. 2630

Leading Organizational ChangeExamine 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.

Apr. 2023

Nov. 30 Dec. 3

Strategic Persuasion Workshop: The Art and Science of Selling IdeasAssess 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.

Jun. 14

Oct. 1922

The Leadership Edge: Strategies for the New LeaderMake 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.

May 1115

Nov. 1620

The Leadership Journey: Reinvigorate Your LeadershipEnsure 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.

Apr. 26 May 1

Sep. 1318

The Strategic Decision-Making MindsetTheres 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.

Apr. 2022

Sep. 1416

NEW! Womens Executive Leadership: Business Strategies for SuccessDesigned 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.

Mar. 1620

Executive Program CalendarEDUCATIONEXECUTIVE

execed.wharton.upenn.edu

JAN.DEC.

2015

FINANCE & WEALTH MANAGEMENT JAN. FEB. MAR. APR. MAY JUN. JUL. AUG. SEP. OCT. NOV. DEC.

Certified Investment Management Analyst (CIMA) CertificationThe 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.

Jan. 1216

Mar. 812

San Francisco

Apr. 610

Jun. 812

Jun. 2125

San Francisco

Finance and Accounting for the Non-Financial ManagerLearn 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. 2630

May 48

Oct. 59

FINRA/Wharton Certified Regulatory and Compliance Professional (CRCP)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.)

Jul. 1317

Nov. 913

Integrating Finance and Strategy for Value CreationDemystify 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

Sep. 1418

Investment Strategies and Portfolio ManagementDevelop 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.

May 1115

Oct. 2630

Mergers and AcquisitionsOur 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.

Feb. 813

Jun. 712

Private Wealth Management ProgramExperience 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.

May 38

Aug. 26

San Francisco

RMA/Wharton Advanced Risk Management ProgramThis 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.)

May 31 Jun. 6

Jul. 1218

WHARTON WEALTH MANAGEMENT INITIATIVE

|ONLINE! The Wharton Wealth Management Financial Advisor Online SeriesFinancial 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.

1-hour sessions

(throughout 2015)

ONLINE

Recent topics include:

Relationship-Based Persuasion

Winning & Retaining Ultra-High Net Worth Clients: Insights from the Family Office Space

Did Diversification Fail Us? Designing Portfolios for All Seasons

Executive Program CalendarEDUCATIONEXECUTIVE

execed.wharton.upenn.edu

JAN.DEC.

2015

MARKETING & SALES JAN. FEB. MAR. APR. MAY JUN. JUL. AUG. SEP. OCT. NOV. DEC.

Brand Leadership: Strategies for Driving Growth in a Global MarketplaceDiscover 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.

Jun. 13

Bringing Customer Lifetime Value to Life: Practical Methods & ApplicationsThis 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 StrategyLearn 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 ForceMake 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

France

Jun. 2226

Oct. 1923

Singapore

Pricing Strategies: Measuring, Capturing, and Retaining ValueGain 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.

Jul. 2023

Strategic Marketing EssentialsLearn how leading marketers segment and target customers, analyze consumer decisions, develop unique brands, utilize distribution channels, and make effective marketing communication decisions.

Apr. 1217

Nov. 1520

|ONLINE! Strategic Value of Customer RelationshipsRadically 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.

Mar. 2 Apr. 26

ONLINE ONLY

Sep. 28 Nov. 22

ONLINE ONLY

Wharton Marketing Metrics: Linking Marketing to Financial ConsequencesDemonstrate 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.

May 59

Oct. 1216

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:

JAN.DEC.

2015 Executive Program Calendarexeced.wharton.upenn.eduEDUCATION

EXECUTIVE

STRATEGY & MANAGEMENT JAN. FEB. MAR. APR. MAY JUN. JUL. AUG. SEP. OCT. NOV. DEC.

Advancing Business AcumenDrawing 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.

Jun. 712

Nov. 813

Innovation for Growth: Strategies for Creating ValueCreate 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.

May 1215

Nov. 25

Making Strategy Work: Leading Effective ExecutionGain 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.

Apr. 1317

Sep. 28 Oct. 2

Strategic Alliances: Creating Growth OpportunitiesBuild 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.

Apr. 2023

Nov. 912

Strategic Management of Knowledge AssetsIdentify 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.

May 1820

Oct. 1921

Strategic Thinking and Management for Competitive AdvantageLearn 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.

Mar. 2327

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

Leading People in Organizations Strategic Thinking and Leadership

Finding the Wharton Executive Education program that will meet your 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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