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The CFO: Becoming a Strategic Partner

Overview

Program Overview

Today, financial rigor and strategic insight must be tightly linked since strategic financial leadership is in high demand. Increasingly, CFOs are being called on not only to drive cost efficiencies but also to identify profitable sources of revenue growth. They work closely with CEOs to creatively design future growth opportunities. Successful CFO leadership requires a deeper understanding of strategy, increased leadership skills, and an ability to effectively communicate financial acumen and knowledge to non-financial colleagues. In The CFO: Becoming a Strategic Partner, you’ll not only learn and adopt those critical skills, but you also will use them to elevate your leadership role.

Read more about the Experience & Impact »

The CFO Program Highlights & Benefits

  • Expand your leadership skills and increase your capacity as a trusted advisor
  • Develop more effective operational strategies for building value in and managing operational risk throughout your organization
  • Manage risk and uncertainty using optionality
  • Leverage a suite of tools to identify and drive profitable sources of revenue growth
  • Think creatively and design opportunities to position your company for the future

Contact Us

Schedule a personalized consultation to discuss your professional goals:

+1.215.898.1776  

October 10 - 14, 2016$12,500

Philadelphia, PA

April 24 - 28, 2017$12,500

Philadelphia, PA

Download the program schedule, including session information and other program details.

Tuition for Philadelphia programs includes lodging and meals. Prices are subject to change.

Still considering your options? View programs within Finance & Wealth Management, Leadership or use our Program Finder.

Experience & Impact

Increasingly, CFOs are expected to be more strategic decision-makers in the business, as noted by the growing trend of promoting chief financial officers to the CEO role, which has occurred at companies like UPS, PepsiCo, and Siemens AG in recent years.   

The program elevates your role to one of a “value integrator,” a term coined by IBM in its Global CEO Study to describe the best-performing CFOs. These leaders excel at taking highly unstructured and somewhat ambiguous situations and putting structure around them by integrating information from numerous internal sources. You enhance your ability to forecast, measure and monitor business performance, manage risk, and generate predictive insights.  

Wharton faculty, led by David Wessels, an expert in corporate valuation named by Bloomberg Businessweek as one of the nation’s top business school instructors, apply their field-based research and the latest strategic insights to help you broaden your perspective on how to make your organization more competitive. 

The program offers a strategic toolbox to help you be a better advisor and decision-maker to your company. Wharton creates a live lab where you and your peers, also seasoned CFOs, learn from real-life case examples and apply frameworks to different situations that go beyond the P&L statement — enabling you to drive strategic investments for the future. You’ll leave the program better equipped to handle internal and external pressures, including the growing role of activist shareholders.

In sum, this program enables you to focus more externally on the fast-paced changes that are redefining your business and be viewed as key member of the executive leadership team.

Session topics include:

  • Link Between Corporate Strategy and Value Creation
    • Driving Organic Growth
    • Measuring Performance
  • Critical Thinking
  • Creating and Sustaining Competitive Advantage
  • Strategy Audit and Connected Strategy
  • Real Options (Managing Risk and Uncertainty Using Real Options)
  • Strategic Persuasion
  • Designing the Corporate Portfolio

Through highly interactive lectures, exercises, and case studies, both in the classroom and in smaller work groups, this deep dive into strategy will examine how CFOs have created competitive advantage in a global context.

Overall, you will learn how to:

  • Enhance your strategic thinking skills outside traditional areas such as accounting and finance
  • Bolster your leadership skills to better communicate with non-financial colleagues
  • Be a better decision-maker who can assess disparate data from many areas of your company and help the CEO, board, and other leaders create a long-term path forward   

Participant Profile

Participants by Industry

The CFO participants by industry

Participants by Job Function

The CFO participants by job function

Participants by Region

The CFO participants by region 

Who Should Attend

The CFO: Becoming a Strategic Partner is designed for senior- and mid-level executives responsible for strategy planning, implementation, and business development. Executives who are moving into this role and wish to get a head start on the process will also benefit This advanced-level program is designed for senior financial executives responsible for developing and implementing strategy as part of their leadership roles. Participants may include chief financial officers, vice presidents, controllers, and other senior financial executives with strategic and financial responsibilities.

Participants in this program are a diverse group of finance leaders from varied industries, backgrounds, and geographies who share their biggest challenges with the class. Faculty tailor the program content to address these issues, so participants enjoy a learning experience that truly resonates with them and meets their learning needs.

Participants leave the program with an expanded peer network, plus specific tools and frameworks they can use to make a meaningful strategic impact within their companies or organizations.

Group Enrollment

To further leverage the value and impact of this program, we encourage companies to send cross-functional teams of executives to Wharton. We offer group enrollment benefits to companies sending four or more participants.

Plan Your Stay

Faculty

David Wessels, PhDSee Faculty Bio

Academic Director

Adjunct Associate Professor of Finance, The Wharton School

Itay Goldstein, PhDSee Faculty Bio

Joel S. Ehrenkranz Family Professor, Professor of Finance, Coordinator of PhD Program, The Wharton School

Research Interests: Corporate finance, financial fragility and crises, financial markets

Mario Moussa, PhDSee Faculty Bio

President, Moussa Consulting

Kathy Pearson, PhDSee Faculty Bio

Adjunct Senior Fellow, Leonard Davis Institute of Health Economics, University of Pennsylvania; President, Enterprise Learning Solutions

Nicolaj Siggelkow, PhDSee Faculty Bio

David M. Knott Professor, Professor of Management; Co-Director, Mack Institute for Innovation Management, The Wharton School

Research Interests: Competitive strategy, firms as systems of interconnected choices