FINANCE & WEALTH MANAGEMENT
Integrating Finance and Strategy
for Value Creation
PROGRAM OVERVIEW
FOR INFORMATION
AND APPLICATION
In Integrating Finance and Strategy for Value Creation, Wharton professors provide
you with an understanding of financial management and help you to determine
which financial factors build or erode value in your organization.
(55) 9172 2180 (01 800) 288 0723
informacion@seminarium.com.mx
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. You will learn to:
www.seminarium.com.mx
SESSION TOPICS
Among the 11 varied Integrating
Finance and Strategy program
sessions, topics include:
• 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
• Capital Structure and the Cost of Capital
• Examine non-financial factors that contribute to value and evaluate
their financial consequences
• Mergers
• Company Diversification Policy
• Real Options
EXPERIENCE
• Growth and Value
Through Integrating Finance and Strategy, you will learn how to use finance as a
strategic tool, developing 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.
WHO SHOULD ATTEND
Integrating Finance and Strategy is a logical next step after learning the basics of
finance and accounting. This program attracts:
• Senior managers who want to understand the impact their decisions have
on shareholder value
• Finance executives who need to gain a broader perspective or to deepen
their financial knowledge
• Executives who seek an in-depth examination of financial management practices
CP-FM-1013
www.execed.wharton.upenn.edu • +1.800.255.3932
(U.S. or Canada)
• +1.215.898.1776
(worldwide) • execed@wharton.upenn.edu
EXECUTIVE
EDUCATION
FACULTY
Itay Goldstein, PhD
Professor of Finance, The Wharton School
Research Interests: Corporate finance, financial fragility and crises
John Percival, PhD
Adjunct Professor of Finance,
The Wharton School
Integrating Finance and Strategy
for Value Creation
PARTICIPANT COMMENTS AND FEEDBACK
“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
Michael Roberts, PhD
Professor of Finance, The Wharton School
David Wessels, PhD
Adjunct Assistant Professor of Finance,
The Wharton School
“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.
“For a nonfinancial individual, who is however contributing to
business decisions, the course raises awareness and improves
thinking to better able you to challenge and judge the issues
placed before you. A well-planned course with flow of logic and
a developing theme through the week.”
— VP, Regulatory CV, Pharmaceuticals Co.
CP-FM-1013
www.execed.wharton.upenn.edu • +1.800.255.3932 (U.S. or Canada) •
+1.215.898.1776 (worldwide) • execed@wharton.upenn.edu
John Percival
John Percival
Evening Prep: Airbus
A3XX (A), Diageo
Lunch
Evening Prep:
Coka-Cola
Itay Goldstein
Capital Structure
Itay Goldstein
Capital Structure
Group Case
Discussion: Diageo
Dinner
David Wessels
The Role of Growth
in Value Creation
David Wessels
The Role of Growth
in Value Creation
John Percival
Strategic Applications
of Discounted Cash
Flow
John Percival
Evening Prep:
Bridgestone
John Percival
Integrating Finance &
Strategy: Coca-Cola
John Percival
Integrating Finance &
Strategy: Coca-Cola
Group Case
Discussion: CocaCola
David Wessels
Valuing Uncertainty
Using Real Options
David Wessels
Valuing Uncertainty
Using Real Options
DAY 4
John Percival
Mergers and Acquisitions: Bridgestone
John Percival
Mergers and
Acquisitions
Group Case
Discussion:
Bridgestone
DAY 5
David Wessels, PhD
Adjunct Assistant Professor of Finance,
The Wharton School
Michael Roberts, PhD
Professor of Finance,
The Wharton School
Itay Goldstein, PhD
Professor of Finance,
The Wharton School
John Pecival, PhD
Adjunct Professor of Finance,
The Wharton School
FACULTY
Integrating Finance and
Strategy for Value Creation
SAMPLE AGENDA: Program start and end times are subject to change. Please DO NOT make travel arrangements based on this agenda.
For more details, please contact Customer Care at +1.215.898.1776 or execed@wharton.upenn.edu
Evening Prep:
Teletech Corporation
John Percival
Optional Session:
Capital Budgeting
John Percival
Working Capital
and Cash Flow
John Percival
EVA and Growth
John Percival
Shareholder Value:
Leading for Value
Divisional Performance:
Teletech Case
Strategic Applications
of Discounted Cash
Flow: Airbus A3XX (A)
John Percival
Risk Diversification
and Cost of Capital
Overview of Financial
Mgmt Emerson Electric
John Percival
Group Case
Discussion: Airbus
A3XX (A)
Group Case
Discussion: Teletech
Corporation
Breakfast
Program Overview
and Intro.
DAY 3
DAY 2
DAY 1
EDUCATION
EXECUTIVE
EXECUTIVE
EDUCATION