Custom Solutions for Organizations Our Approach The Learning Experience Blended Learning Solutions for Organizations Wharton Expertise Consumer Products and Retail Energy & Transportation Health Care and Pharmaceuticals Financial Services Manufacturing and Industrials Professional Services Technology and Communications Comprehensive Executive Programs Finance and Value Creation Leadership Development Marketing and Analytics Strategy and Innovation Our Clients Client Successes Accelerated Development for High-Potential Talents: Siam Cement Group Accelerating Growth through Customer Centricity: SunTrust Achieving Global Growth in Financial Services: CTBC Bank Agility in Tough Times: Santander Cultivating Relationship-Driven Wealth Management Leaders: Citi Delivering Superb Education in the Midst of a Global Crisis: The Wharton – Nanyang Business School Partnership Driving Innovation and Profits: The Philips Octagon Program Educating Financial Leaders for a Rapidly Changing Industry: ABA Stonier Elevating Excellence: Wharton’s Google Marketing Academy Shapes the Next Generation of Marketing Leaders Estée Lauder: The Impact of Deep Faculty Engagement Knowledge for Innovation and Sustainability: The Royal DSM Program Merck Global Human Health Executive Development Program Seeding the Next Generation of Leaders: FINRA Strengthening Social-Oriented Leaders: Women’s World Banking (WWB) Turning Finance Managers into Strategic Business Partners Turning Local Managers into Global Leaders: Braskem Group Enrollment Finance & Value Creation Custom Programs for Your Team The ability to successfully drive your organization forward in today’s economic environment hinges on one thing: financial acumen. As a worldwide leader in finance education, Wharton Executive Education has the global perspective and analytical prowess no other educational institution can provide. Wharton’s Finance faculty provide world-class instruction, combining academic rigor and real-world business insight that will put your organization ahead of the competition. Our experts will partner with you to help your organization build financial leaders and make the crucial decisions that affect your bottom line. The world-renowned finance experts at Wharton bring extensive industry experience and a diverse global perspective to the classroom. They will partner with your organization and teach your team how to translate financially encrypted complexities into actionable strategies your executives can analyze, communicate, and execute for immediate impact. Download our brochure to learn more +1.215.898.1776 • Email Download PDF Strategic Focus Another powerful advantage Wharton brings to your organization — our Finance programs are completely customizable. That means our global finance experts will focus on your specific business challenges, your economic climate, and your competitive environment. Together, we’ll show you how to employ intellectual leadership and specific strategies to unlock hidden opportunities and reach beyond your corporate goals. At Wharton, you’ll will learn how to: Analyze the intricacies of complex financial transactions Mine financial data for optimal strategic value Communicate detailed financial information and its impact Understand acquisition strategy, tax issues, and valuation techniques Thought Leadership and Solutions We have partnered with a range of world-class companies and organizations to create transformative executive education experiences. Resulting programs leverage the vast resources, such as the research centers of the Wharton School and the University of Pennsylvania, to showcase powerful thought leadership, and provide solutions that can be implemented immediately. Below is an example of a custom executive education solution: The Citi | Wharton Global Wealth InstituteHow does a global bank retain its most successful financial advisors while giving them the skills to maximize their effectiveness serving wealth management clients? That was the talent investment challenge facing Citi, a leading global bank with 200 million customer accounts and operating in more than 160 countries and jurisdictions. In an industry where retaining top talent is a top priority, Citi needed an executive education partner to give its top-performing financial advisors, or relationship managers, a development program that would strengthen their connection to Citi while growing their leadership and advising skills. Specifically, it wanted a global brand that could help create a path forward for top performers — where they could enhance their business acumen and people skills while staying on the cutting edge of investment best practices. The Citi | Wharton Global Wealth Institute targets the top percentile of Citi’s 3,000 relationship managers worldwide. Offering classroom and online learning, the program includes action learning projects that managers take back to their jobs to enhance the value they bring to their clients. Wharton Research Centers Jacobs Levy Equity Management Center for Quantitative Financial Research Risk Management and Decision Processes Center Rodney L. White Center for Financial Research Wharton Customer Analytics Initiative (WCAI) Client Perspective It takes every function in the organization to drive growth, and it was important for us to provide cross-functional teams with the common language of an analytical approach to do that together. We needed a program customized to address our distinct business challenges and that would deliver tangible results. Wharton tailored a program to our specific needs that resonated with leaders from across the organization. The Wharton team was very client centric, and we could feel it. It was a pleasure to work with them.” Show More Less Susan Johnson Chief Marketing Officer, SunTrust BanksFacultyChristopher Geczy, PhDSee Faculty BioAdjunct Professor of Finance; Academic Director, Wharton Wealth Management Initiative; Academic Director, Jacobs Levy Equity Management Center for Quantitative Financial Research, The Wharton SchoolRichard Herring, PhDSee Faculty BioJacob Safra Professor of International Banking; Professor of Finance, The Wharton SchoolResearch Interests: International banking, international finance, money and bankingRichard C. Marston, PhDSee Faculty BioJames R. F. Guy Professor Emeritus of Finance, The Wharton SchoolResearch Interests: Foreign exchange risk management, international asset pricing, international investmentsMichael Roberts, PhDSee Faculty BioWilliam H. Lawrence Professor; Professor of Finance, The Wharton SchoolResearch Interests: Applied econometrics, corporate investment, capital structureContact us to learn more about a partnership with Wharton. +1.215.898.1776 customprograms@wharton.upenn.edu Request Consult
