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Developed in partnership with Wharton Executive Education and our member companies, the Strategic Leadership Experience enables the next generation of senior leaders to shape the future of our industry by adapting business strategies to leverage market opportunities, manage risk, and develop talent. 

This nomination-only program focuses exclusively on critical opportunities facing our industry today — including key trends, enterprise thinking and financial decision-making, operational excellence, designing organizational capabilities, and growth strategies.

Reach Out to Learn More

The Strategic Leadership Experience program, developed in partnership with Wharton Executive Education, is designed to:

  • Provide world-class, executive development to senior leaders across all functional areas
  • Create opportunities for leaders across the financial services industry to connect, collaborate, and address current and future critical industry challenges
  • Complement member companies' existing executive development efforts 

A cohort of 100 leaders will launch each summer with up to two leaders per cohort, per company. This nomination only program is available to individuals from eligible member companies who have the following qualifications:

  • Assistant Vice Presidents
  • Vice Presidents
  • Leaders in an equivalent strategic leadership role

who have consistently strong performance reviews and whose companies believe they will benefit from, and contribute to, an executive-level development program.

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The entire experience — from accommodations to logistics and networking — was first class. The education and development is forward thinking and everyone [involved with the program] was aligned to create a positive and valuable experience.

The week was full of industry information, insights, and advice that were extremely relevant to my role and my responsibilities. I was hopeful for takeaways, and I absolutely have them.

My participation in the program has been extremely valuable, as I have continued my career progress as a senior leader within my firm. Gaining access to elite professors at The Wharton School, top industry experts, and networking with other program participants has increased my ability to think strategically and confidently lead teams to successful outcomes.

Program Curriculum

All sessions include opportunities for collaboration with peers from other member companies, representing diverse lines of business/functional areas of expertise and years of industry knowledge, to ensure that concepts learned can be applied in your own organization.

About LIMRA LOMA and Wharton


Serving the industry since 1916, LIMRA helps to advance the financial services industry by empowering nearly 700 financial services companies in 53 countries with knowledge, insights, connections, and solutions.

About LOMA

Established in 1924, LOMA helps to advance the financial services industry by empowering more than 900 financial services companies in 57 countries with knowledge, insights, connections, and solutions.

About Wharton

The Wharton School of the University of Pennsylvania – founded in 1881 as the first collegiate business school – is recognized globally for intellectual leadership and ongoing innovation across every major discipline of business education. The most comprehensive source of business knowledge in the world, Wharton bridges research and practice through its broad engagement with the global business community.

The school has more than 4,700 undergraduate, MBA, executive MBA, and doctoral students and an alumni network of more than 84,000 graduates.

Each year, Wharton Executive Education works with more than 12,000 business leaders on its campus in Philadelphia, at Wharton West in San Francisco, and at sites around the world.

Learn More about the Strategic Leadership Experience

Please contact Program Director Lisa Stevens:

Lisa Stevens

Director of Executive Development

Work Phone: 770-984-3718

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