Curriculum

Next session June 1-8, 2017

Stonier prepares today’s banking leaders for tomorrow’s opportunities through a comprehensive program that combines aspects of strategic planning, leadership, economics, and financial management. Extension work and projects round-out the curriculum and continue your development between the yearly on-site sessions.

Leadership represents an important segment of the Stonier program. As faculty from the Wharton School move you through a wide range of topics in this area, they will help you develop skills to effectively motivate and mentor others, and collaborate and network across divisions within your organization to meet high-priority goals.

Course work between Years 1 and 2 includes three written assignments in the areas of bank performance, economics, and marketing. A high-impact Capstone Strategic Project between Years 2 and 3 provides a unique opportunity to address a major initiative within your own organization.

Sessions are scheduled for:

B1 and Accelerated: June 1-8, 2017
B2 and B3: June 2-8, 2017

Year 1

Launching Your Leadership Experience

The first-year curriculum focuses on key aspects of strategy, planning, marketing, risk management and performance measurement. It provides an overview of the current economic and financial environment and its implications for achieving competitive advantage. Students gain an enhanced appreciation of the drivers of success and learn how to leverage their organizations’ competitive strengths. They participate in team-based case studies, focusing on leadership, and implementing successful strategies.

Year 1 Courses

  • Achieving Sustainable Competitive Advantage*
  • Asset/Liability Management* (Fundamentals or Applied)
  • Bank Financial Analysis/High Performance Banking
  • Capital Planning*
  • Capstone Strategic Project Kickoff and Writing Your Capstone* (Accelerated Only)
  • Economic Update*
  • Enterprise Risk Management – Culture of Risk (NEW)
  • Learning Community/HBDI* (plus Accelerated Students) – Wharton Faculty
  • Marketing Simulation
  • Marketing Strategy
  • Social Media Marketing (NEW)
  • Technology and Innovation
  • Total Leadership – Wharton Faculty
  • Wharton Leadership – Persuasion – Wharton Faculty (NEW)
  • Wharton Leadership: Strategic Execution – Wharton Faculty (NEW)
  • Workshop Assignments

* Courses taken by first year Accelerated students (others found in Year 2)

Year 2

Applying Leadership Skills to Team Performance and Risk Management

The core of the second-year curriculum focuses on strategies for enhancing shareholder value and risk management. Students assimilate the factors that affect the profitability and value of their organizations. They learn to apply risk management tools in a fashion that goes beyond a compliance mentality to an appreciation of how these techniques can be a source of competitive advantage and value creation. Students participate in an innovative bank management computer simulation, ABA BankExec™, making key decisions on product pricing, risk management, investments, asset sales, and treasury management in a competitive “tournament” with fellow students. The operating environment mimics the dynamics of the real-world banking market and students gain quick feedback on how their decisions affect their relative performance. Students also choose from a menu of elective courses in the second year.

Year 2 Courses

  • ABA BankExec™ Computer Simulation*
  • Capstone Strategic Project Kickoff*
  • Economic Update
  • Financial Management (Basic or Advanced)
  • Leadership Through Organizational Culture – Wharton Faculty (NEW)
  • Learning Community/HBDI – Wharton Faculty
  • Learning Community – What is Success?* – Wharton Faculty (NEW)
  • Scenario Planning – Wharton Faculty (NEW)
  • Wharton Leadership Culmination – Wharton Faculty (NEW)

* Courses taken by first year Accelerated students (others found in Year 1)
Electives (students select four courses from the Electives list)

Year 3

Becoming a Leader in Your Organization

The third-year curriculum focuses on ethical leadership and driving organizational change. Leaders need the right mix of skills to inspire, motivate, create a vision, ensuring implementation and plan for and influence change. Through case studies, role play, and extensive class discussion, students gain action-oriented tools and concepts to take back and apply in their banks. Students also present overviews of their Capstone Projects to a group of peers who provide feedback and share the benefits of their research and analysis. Students choose from an elective course menu once again in the third year.

Year 3 Courses

  • Business Strategy
  • Capstone Program Overview/Presentations
  • Emotional Intelligence
  • Ethics in Financial Services
  • Leading Change through Courage and Authenticity (NEW)
  • Wharton Leadership – Communication and Leadership – Wharton Faculty (NEW)
  • Wharton Leadership – Innovation in the Financial Services Industry – Wharton Faculty (NEW)
  • Wharton Leadership Panel – Wharton Faculty (NEW)
  • Wharton Leadership – Strategic Execution – Wharton Faculty (NEW)
  • Winning Strategies for Effective Advocacy

Electives (students select four courses from the Electives list)

Electives

To aid students in meeting their personal, and professional development needs the curriculum includes a broad selection of elective classes in Years 2 and 3. Students select four elective courses during both Years 2 and 3 from a broad menu of options. Students can create an individualized course of study consistent with their professional development goals, choose courses that seem particularly relevant to the career-path in their institutions, or select offerings that seem especially valuable for their sponsoring institution.

Electives (Four each in Years 2 and 3)

  • Bank Financial Management – The Fortress Balance Sheet
  • Banking and Multi-Cultural Markets
  • Bank Portfolio Investments
  • Bank Stock Valuation (NEW)
  • Branch Network Optimization
  • Building a Business Banking Performance Culture
  • Business Process Improvement Strategies
  • CECL – Accounting Issues Panel (NEW)
  • Coaching for Performance
  • Core Deposit Management: An Earnings Performance and Growth Focus
  • Corporate Governance
  • Cyber Security Overview
  • Derivatives (NEW)
  • Digital Advice – How Banks Win Through Digital Disruption (NEW)
  • Effective Collaboration in the New World of Work – Wharton Faculty (NEW)
  • Economics and Recent Monetary Changes (NEW)
  • Enterprise Risk Management (NEW)
  • Identifying and Managing Problem Loans
  • Introduction to Community Reinvestment Act
  • Introduction to Fair Lending
  • Innovation 360º (NEW)
  • Liquidity Management
  • Managing Compensation
  • Managing Technology
  • Mergers and Acquisitions
  • Money and Capital Markets
  • Negotiations
  • Operational Risk (NEW)
  • Opportunities & Challenges in Commercial Real Estate
  • Opportunities in the Payment System
  • Presentation Skills (NEW)
  • Pricing Bank Services
  • Principles of Lending for Non-Lenders
  • Retail Sales Management
  • Shadow Banking and Fintech
  • Small Business Lending
  • Social Media (NEW)
  • Strategies for Increasing Non-Interest Income
  • Stress Testing for Community Banks (NEW)
  • Talent Management and Succession Planning
  • Third Party and Vendor Management
  • Top Risks and How to Deal with Them

*Curriculum Subject to Change

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