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Wharton Finance for Executives

Overview

Program Overview

This program was formerly called Integrating Finance and Strategy for Value Creation

Emphasizing the importance of using finance as a strategic tool, Wharton Finance for Executives presents a comprehensive approach to strategy development designed to help leaders find synergies and value when looking at mergers and other strategic moves.

Through case studies and lively faculty lectures, you will gain a deeper understanding of financial management and which financial factors build or erode value in your organization. Building on the principles learned in Finance and Accounting, this financial education program is designed to give you a broader perspective on finance and explain the interaction between finance and the various functions of an organization.

Read more about the Experience & Impact »

Wharton Finance for Executives Program Highlights & Benefits

  • Understand the impact of strategic decisions on value creation
  • Learn the latest corporate financial policies and practices
  • Explore issues such as capital structures, cost of capital, diversification, risk, capital budgeting and acceptable ROI
  • Examine non-financial factors that contribute to value and evaluate their financial consequences

Contact Us

Schedule a personalized consultation to discuss your professional goals:

+1.215.898.1776  

September 12 - 16, 2016$10,250

Philadelphia, PA

February 20 - 24, 2017$10,250

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 or use our Program Finder.

Experience & Impact

Despite 8 out of 10 mergers and acquisitions failing, organizations continue to try to come together in today’s competitive business landscape. Understanding why these deals failed, and gaining a clear understanding of valuation, are critical for leaders. Wharton Finance for Executives is designed to help you evaluate your current strategy, assess opportunities, and guide your organization’s growth strategy leveraging the lessons from the industry.

Wharton faculty, led by Finance Professor Michael Roberts, an expert on financial and investment policy and recipient of the Brattle Prize, apply their field-based research and the latest strategic insights to help you make financial decisions with the forethought to avoid common decision-making pitfalls and maximize profitable outcomes.

Emphasizing the importance of strategic leadership, Wharton Finance for Executives will enhance your strategic thinking around finance, enabling you to develop a mindset for positive return. You’ll also understand the process of value creation and how best to implement it so that it becomes a part of your corporate culture.

Faculty will share instructional case studies that illustrate how companies attempt to create shareholder value. They will also introduce you to new perspectives and techniques that will challenge your own approach and encourage you to consider alternative solutions. In sum, for executives who have responsibility for creating or implementing strategy in their organizations, this program provides well-tested tools and frameworks that will clarify and enhance their strategic thinking.

Session topics include:

  • Capital Structure and the Cost of Capital
  • Company Diversification Policy
  • Mergers
  • Real Options
  • Growth and Value

Through highly interactive lectures, exercises, and case studies, both in the classroom and in smaller work groups, this deep dive into finance and strategy will look at how factors beyond bottom line numbers contribute to value, with an eye on acceptable ROI.

Overall, you will learn how to:

  • Evaluate strategic acquisitions using a number of measures
  • Create shareholder value by leading for value
  • Integrate finance and strategy into risk diversification

Participant Profile

Participants by Industry

Integrating Finance and Strategy for Value Creation participants by industry

Participants by Job Function

Integrating Finance and Strategy for Value Creation participants by job function 

Participants by Region

Integrating Finance and Strategy for Value Creation participants by region

Who Should Attend

Wharton Finance for Executives is designed for senior managers who want to understand the impact their decisions have on shareholder value. The program is a logical next step after learning the basics of finance and accounting. Executives who seek an in-depth examination of financial management practices will also find this program of value.

Participants in this program are a diverse group of strategy 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

Michael Roberts, PhDSee Faculty Bio

William H. Lawrence Professor, Professor of Finance, The Wharton School

Research Interests: Applied econometrics, corporate investment, capital structure

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

Testimonials

Rarely will you find a week-long class (or any class) that will challenge your most fundamental, deep-rooted beliefs about business, finance, and how to measure it. Great instructor enthusiasm, very professional.”

VP, Technology Firm

This course challenged me to think ‘outside of the box’ relative to financial strategy and subsequent decision making. It is a good course for those individuals who are involved in value management for their company and determining a means to grow market share by ‘changing the game’.”

VP, Customer Service & Engineering, Telecom. Co.