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2023 Leadership Lab

Program | ABA-Wharton Leadership Lab

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Top C-suite Training for Rising Bank Leaders

Immerse yourself in Ivy League education curated for aspiring and current high-achieving bank leaders. During Leadership Lab, you will learn from Wharton faculty with direct industry experience, providing innovative ways to think about business.

Small cohorts create an intimate and attentive learning environment, maximizing your time and investment. Leadership Lab allows you to engage in networking and peer-to-peer discussions that will help you build an enterprise-wide view of your bank.

Explore 2024 Schedule

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Video

Accelerated Executive Development for Bankers

Key Benefits

As a Leadership Lab attendee, you will leave with the confidence to:

From start to finish, the lectures, the discussions, the participants (students & teachers), the topics and the insights all made an incredible impact on my leadership philosophy and ability. I would gladly recommend and discuss the benefits with anyone considering the program."

—Joshua Dortenzo, Vice President & Culture Manager, Community State Bank

Are you Right for Leadership Lab?

Leadership Lab is for rising leaders, namely those tapped to move into a C-suite role, and newly-minted C-suite professionals who are looking to develop their executive skillset. Leadership Lab’s cohort includes leaders from banks of all sizes, and leaders in a wide range of specialties, from all over the country. Previous participants have come from banks such as TD Bank, Apple Bank, Arvest Bank Group, Yakima Federal Savings and Loan Association, and ConnectOne.

Check out 2023's Cohort Profile

2024 Schedule

We’re updating this year’s Leadership Lab program to reflect today’s relevant topics. To see the types of sessions you can expect, review the 2023 program. For more information, fill out our Keep Me Informed (KMI) form and a Leadership Lab representative will be in touch with you.

For the 2024 program, sessions will start on Aug. 7 at 10 AM EST.

2023 Schedule

All times are in ET

  • Wed. Aug 2

  • Thurs. Aug 3

  • Fri. Aug 4

Wed. Aug 2

12:00 PM – 1:00 PM

Program Registration & Lunch

1:00 PM – 1:30 PM

Program Introduction

  • Peter Cappelli, Academic Director, ABA-Wharton Leadership Lab; George W. Taylor Professor of Management, The Wharton School

1:30 PM –  1:35 PM

Break

1:35 PM – 3:00 PM

Attract, Train and Retain Talents

This session illustrates how an organization's HR strategy can reinforce its business strategy―with real-world examples. Often, bad practices create behaviors that actually fight the competencies that the organization needs to execute strategy. Every company needs to find practices that support its own unique strategies, rather than leaning into a one-size-fits-all approach to best practices.

  • Peter Cappelli, Academic Director, ABA-Wharton Leadership Lab; George W. Taylor Professor of Management, The Wharton School

3:00 PM – 3:15 PM

Break

3:15 PM – 4:30 PM

Networks and Innovation

  • Marissa King, Ph.D, Alice Y. Hung President’s Distinguished Professor; Professor of Health Care Management; Professor of Management, The Wharton School

4:30 PM – 4:45 PM

Break

4:45 PM – 6:15 PM

Creating and Sharing a Vision

It is vital to share a common vision before engaging in purposeful strategy, but big ideas aren’t easy to convey. In this session, we will explore the role managers can play in effectively communicating vision and strategic purpose―within and beyond the organizational hierarchy. Participants will have an opportunity to try different communication methods and adapt tools and insights from this session to their own organization.

  • Marissa King, Ph.D, Alice Y. Hung President’s Distinguished Professor; Professor of Health Care Management; Professor of Management, The Wharton School

6:15 PM – 7:00 PM

Cocktail Reception

7:00 PM - 8:00 PM

Dinner

Thurs. Aug 3

7:30 AM – 8:30 AM

Breakfast

8:30 AM – 9:00 AM

Review & Integration

  • Peter Cappelli, Academic Director, ABA-Wharton Leadership Lab; George W. Taylor Professor of Management, The Wharton School

9:00 AM –  10:30 AM

Identifying Value Drivers

Too often, organizations equate growth to value. However, top-line growth can be deceiving. What really matters is whether the company’s growth is profitable, whether it is sustainable and how much investment is required to achieve it. In this session, we derive a valuation tool that allows management to assess projects, products and even customers, to determine where and how to prioritize resources.

  • David Wessels, Ph.D., Adjunct Full Professor of Finance, The Wharton School; Director, Wharton Executive Education

10:30 AM – 10:45 AM

Break

10:45 AM – 12:15 PM

Setting the Right Goals

Managers often receive redundant, poorly structured metrics―making it hard to evaluate success. In this session, learn to develop a set of robust operating benchmarks that explicitly tie to a key financial driver. Focus on the principles of “mutually exclusive, collectively exhaustive” to prevent double counting and omissions. Examine the operating metrics which best correlate to long-term health of the organization, and which metrics have the largest impact.

  • David Wessels, Ph.D., Adjunct Full Professor of Finance, The Wharton School; Director, Wharton Executive Education

12:15 PM – 1:00 PM

Lunch

1:00 PM – 2:30 PM

Strategic Agility

The increased speed of change in today’s business environment has caused a movement from discrete-event strategic planning to more dynamic planning―the quarterly strategy “refresh,” for example. However, many organizations struggle with the ability to stay nimble. This session explores the common barriers to agility, provides tools to overcome these barriers and describes three concrete actions in achieving strategic agility.

  • Kathy Pearson, Ph.D., Adjunct Senior Fellow – Leonard Davis Institute of Health Economics, University of Pennsylvania; President, Enterprise Learning Solutions

2:30 PM – 2:45 PM

Break

2:45 PM – 4:15 PM

Strategic Agility Cont'd

  • Kathy Pearson, Ph.D., Adjunct Senior Fellow – Leonard Davis Institute of Health Economics, University of Pennsylvania; President, Enterprise Learning Solutions

4:15 PM - 4:30 PM

Break

4:30 PM – 6:15 PM

Creating and Sustaining Meaningful Relationships

Fewer than half of people’s conversations are substantive and meaningful. In this session – field tested by Wharton Neuroscience and used throughout Wharton executive education initiatives – we will engage in an exercise that creates deeper conversations and stronger social ties, even between strangers. This session will allow you to engage meaningfully with your peers, whilst adding to your own leadership skills.

  • Elizabeth Johnson, Ph.D., Executive Director & Senior Fellow, Wharton Neuroscience Initiative, The Wharton School 

6:15 PM - 6:30 PM

Break

6:30 PM - 8:00 PM

Dinner

Fri. Aug 4

7:30 AM – 8:30 AM

Breakfast

8:30 AM – 9:00 AM

Review & Integration

  • Peter Cappelli, Academic Director, ABA-Wharton Leadership Lab; George W. Taylor Professor of Management, The Wharton School

9:00 AM –  10:30 AM

Executive Reflection

  • Peter Cappelli, Academic Director, ABA-Wharton Leadership Lab; George W. Taylor Professor of Management, The Wharton School

10:30 AM – 10:45 AM

Break

10:45 AM – 12:15 PM

Program Wrap Up & Commencement

  • Peter Cappelli, Academic Director, ABA-Wharton Leadership Lab; George W. Taylor Professor of Management, The Wharton School

12:15 PM 

Optional Lunch

ABA-Wharton Leadership Lab

Shaping Tomorrow’s C-suite

Make Your Case

Ready to invest in your future? Use our customizable Justification Letter template to make the business case for attending Leadership Lab.

Secure Your Spot

Register now to guarantee your place in this year's cohort.

Keep Me Informed

Get updates on the next sessions of the ABA-Wharton Leadership Lab. Contact Perette Bonner if you have any questions.