Finance & Value Creation


Finance & Value Creation

Turmoil continues in financial markets around the world. Stock markets are skittish, and currencies fluctuate like the weather.

The one rock-solid constant you’ll find in finance is Wharton. Finance is what we’re best known for, and our expertise is second to none.

Top line. Bottom line. Finance remains on the front line. Business is all about the numbers, for corporations and non-profits alike. Every decision has a financial impact, and everyone in a leadership position needs to understand that alignment.

Wharton Executive Education partners with organizations to help their financial and non-financial executives in understand and magnify the desired impact of their decisions on multiple stakeholders.


Wharton is world renowned for expertise in finance. We understand the intricacies and implications that affect banking and financial institutions, corporate finance, financial instruments, and portfolio management, as well as and international finance.

Just as important, we make those distinctions clear so that your company or organization can make the best decisions to gain competitive advantage.

Our faculty and our client teams have a deep understanding of the issues. Working together, they help transform your finance executives into strategic business partners to:

  • Move beyond a cost-reduction mindset to being more growth oriented.
  • Use valuation tools in new ways to assess performance.
  • Realize how organizational structure can affect behavior.
  • Advise senior leaders on the financial implications of strategic decisions.

Thought Leadership

Wharton Executive Education creates educational experiences that will transform the way your firm does business. In creating a custom engagement, we may draw on Wharton resources, such as these:

Jacobs Levy Equity Management Center for Quantitative Financial Research

The Jacobs Levy Equity Management Center for Quantitative Financial Research is dedicated to the advancement of quantitative finance through the creation and dissemination of innovative knowledge. The Jacobs Levy Center aims to enhance understanding of financial markets through the study and promotion of quantitative techniques and methods as applied to such fields as the analysis of domestic and international stocks and bonds, the management of investment portfolios, and corporate finance. Visit the Center's website »

Rodney L. White Center for Financial Research

Through a wide range of financial research, a working paper series, a reprint series, and a highly respected annual seminar, the White Center has established itself as an important source of information to the financial community. Members can participate in groundbreaking financial research, and the Center provides several research grants to Wharton faculty members each year. Visit the Center's website »

Risk Management and Decision Processes Center

Low-probability events with potentially catastrophic consequences, such as natural and technological hazards and industrial risk, are the chief concern of this center. Through a program of descriptive research (exploring how people interact and make decisions regarding risk) and prescriptive analysis (proposing ways that people and groups can make better risk-related decisions), the Center investigates the effectiveness of incentive systems, insurance, regulation, the communication of risk information, and other strategies. Visit the Center's website »

Mack Institute for Innovation Management

The Mack Institute creates and provides research-based guidance on managing the risks and rewards of technological innovations that offer new value for customers and firms. The Institute sponsors research by Wharton faculty; presents four to five insight-building conferences and workshops each year; produces research reports, books and articles; administers Ford Foundation technology grants to MBA students; and co-sponsors student-run events. The Mack Institute functions as a learning network for business leaders, academic researchers, students, and any others who share common interests in the field of technological innovation. Visit the Institute's website »

Wharton Customer Analytics Initiative (WCAI)

The Wharton Customer Analytics Initiative is the authoritative thought-leading academic research center that focuses on the data-driven study of individual-level customer behavior. Designed to capitalize on the Wharton School’s longstanding strength in conducting data-driven research, WCAI influences decision making across a plethora of industries ranging from online technology to financial services, e-commerce to non-profits, interactive media to telecommunications, and pharmaceuticals to mobile device platforms. Visit the Initiative's website »

Tools & Solutions

We have partnered with a range of world-class financial firms to create transformative executive education experiences. Some examples of our custom education engagements include:

Corporate Banking

In 2010, the Westpac Group committed to dramatically improve its managers’ leadership capabilities. The aim was to develop 5,000 world-class leaders who could operationalize Westpac’s 2017 strategy by engaging and achieving high performance from 38,000 employees. To deliver on this commitment, Westpac designed and built a systematic and compelling approach to develop the skills, capabilities and attributes of its leaders. Westpac chose to partner with Wharton Executive Education and the Australian Graduate School of Management to leverage the thought leadership of each of these institutions and develop the core capabilities needed to realize their strategy. Westpac’s Learning & Development team was recently honored by the Australian Human Resources Institute (AHRI) with the 2012 Wayne Cascio Award for Organizational Development and Leadership.

Retail Banking

Wharton Executive Education has worked with more than a half dozen Chinese second tier and city commercial banks in the past year, as these institutions seek to address increased competition, the deregulation of interest rates, the increased demand for customer-centric product offerings, and the opportunity for growth in the wealth management sector. Programs typically last two or more weeks, with visits to commercial, historic, and cultural entities of interest built into the program. Expert translation services of our core group of interpreters accompany challenging academic content.


  • Christopher Geczy, PhD

    Adjunct Professor of Finance; Academic Director, Wharton Wealth Management Initiative; Academic Director, Jacobs Levy Equity Management Center for Quantitative Financial Research, The Wharton School

    See Faculty Bio

  • Richard Herring, PhD

    Jacob Safra Professor of International Banking, Professor of Finance, The Wharton School

    Research Interests: International banking, international finance, money and bankingSee Faculty Bio

  • Richard C. Marston, PhD

    James R. F. Guy Professor of Finance, The Wharton School

    Research Interests: Foreign exchange risk management, international asset pricing, international investmentsSee Faculty Bio

  • Michael Roberts, PhD

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

    Research Interests: Applied econometrics, corporate investment, capital structureSee Faculty Bio