Focus on: Financial Services

What a wild ride the past two years have been for financial markets and the financial services industry! Tougher times have changed patterns of individual and institutional investment, and financial scandals have led to new regulatory scrutiny and government involvement. Working with the NASD, Wharton has been a leader in helping to raise the bar and restore confidence through a certification program for industry professionals and regulators. In this issue, our faculty and executive participants also discuss issues such as pension investments, the increasingly strategic role of the CFO, and shifts in marketing strategies when technologies and regulations change. We hope you will find these articles helpful and relevant to your business models and activities. And, as always, we welcome your feedback and comments.

Best regards,
Barbara Gydé
Senior Director, Executive Programs
[barbaracg@wharton.upenn.edu]

Caption: "You steered the right course Cap'n, when you had us bury this treasure instead of investing it in the market."

© 2003 The New Yorker Collection from cartoonbank.com. All Rights Reserved.

Thought Leaders I
Restoring Confidence in the Market

In a time of increasing scrutiny of financial markets, Wharton helped the NASD raise the bar by creating the first certification program for corporate compliance officers, regulators, and other financial services professionals. It's the only program that puts regulators and financial service professionals into the same classroom — as students. [More]

In the Classroom
Pension Fund and Investment Management

The past isn't necessarily prologue when it comes to the stock market. Professor Jeff Jaffe, an expert in pension fund allocation, offers some perspective for personal investors. [More]

Advanced Management Program
Becoming the "Financial Conscience" of the Company

Advanced Management Program alumnus Erich Ammann, CFO of The Schindler Group, talks about the changing role of the chief financial officer. [More]

Thought Leaders II
 Changing Marketing Models for Financial Services

When technologies and competitive pressures shift industries, companies need to find new marketing models. Professor Jagmohan Raju looks at changes in financial services and other industries. [More]

New Program Profile
 Getting Pricing Right the First Time

Are you missing profits by overpricing or underpricing? A new Wharton program offers strategies, based on extensive research and best practice, for getting pricing right the first time. [More]

The Last Word
Without Confidence, There Are No Financial Markets

All the regulations in the world can't create trust. [More]

Education à la Carte
Insight + Application = Wharton Knowledge

Wharton's got the right formula for your business doldrums. We offer powerful executive programs with a deliverable Wharton return on investment.

As we broadcast this, there are still some seats available in the following upcoming programs. Call our course consultants at 215.898.1776 or 800.255.3932 for seat availability and to qualify for your TUITION BENEFIT.

Philadelphia programs:

  • Business Building: Conceiving, Planning, and Executing Corporate Ventures: Focus strategic planning and business building, using "Discovery-Driven Planning" for testing assumptions and creating options. Evaluate using an assessment tool for understanding the value-creating intersection of customer needs and advances in technology.
    April 13–18, 2003

  • Managing Financial Risk in Multinational Corporations: Wharton and INSEAD faculty address currency risk, international taxation, cross-border valuations, and managing international capital and cash flow.
    April 27–30, 2003

  • Solving the CRM Challenge: Examine the tradeoffs between customization versus variety, personalization versus privacy, efficiency versus individualized attention, and employee initiative versus organizational control.
    April 28–May 1, 2003

  • Strategic Alliances: Acquire a model for initiating the various stages of formulation, negotiating, managing, and evaluating alliances.
    May 11–16, 2003

  • The Leadership Journey: Creating and Developing Your Leadership: Examine your existing leadership style, and explore new models of leadership. Sessions include lectures, case discussions, computer simulations, and physical challenges. Past participants have included CEOs, COOs, EVPs, and department-level directors.
    May 18    –23, 2003

San Francisco Programs:


Caption: "My broker says I'm young enough to recover my losses."

© 2003 The New Yorker Collection from cartoonbank.com. All Rights Reserved.

Any comments or suggestions? Please send us your thoughts at barbaracg@wharton.upenn.edu. We want to make every effort to respect your confidence, so please let us know if you don't want us to share them in future issues of E-Buzz.

Bios and more information on Wharton faculty can be found at:
http://www.wharton.upenn.edu/faculty.html

We have a team of course consultants who are available to answer any questions or provide more information about our programs. Please call:
1.800.255.3932, ext. 3128 (U.S. and Canada)
215.898.1776, ext. 3128 (worldwide)
215.898.2064, attn: 3128 (fax)
execed@wharton.upenn.edu [subject: 3128] (e-mail)
http://execed.wharton.upenn.edu (Web)

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This e-mail message originated at the Aresty Institute of Executive Education, a division of the Wharton School, University of Pennsylvania. We collect the e-mail addresses of those who communicate with us via e-mail and information collected from onsite visitors. The information we collect is used by us alone to contact our audience for marketing purposes. E-mail addresses are not shared with outside organizations.

If you do not wish to receive e-mails from us in the future, please let us know by sending an e-mail to us at execed@wharton.upenn.edu, calling us at 215.898.1776, or writing to us at 255 S. 38th Street, Philadelphia, PA 19104-6359, USA, and telling us that you do not wish to receive marketing e-mail from our organization.

Wharton Executive Education is committed to developing and providing executive education that works, and we welcome your suggestions for new programs or any other ideas.

 

© 2003 The Wharton School, University of Pennsylvania

 

Experience This
…Leadership at Costanoa Lodge on California's Central Coast.

Knowledge@Wharton links:
"Lawyers and Accountants Can Expect Curbs and Compromises in New SEC Rules"

"The Economic Outlook for 2003" A Promising Start"


Of Special Interest

 
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