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Developed in partnership with Wharton Executive Education and our member companies, the Strategic Leadership Experience focuses exclusively on top-of-mind issues facing our industry today — including key industry trends, critical thinking and decision-making, operational excellence, and mergers & acquisitions.

This nomination-only program equips senior leaders with the knowledge and skills needed to continue to transform the annuity, life insurance, retirement, and workplace benefits industries. 

Reach Out to Learn More

Participant Qualifications

Each cohort is limited to 100 leaders. No more than 2 leaders from each company may be nominated to a cohort each year. 

This program is open by nomination only  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



Welcome From Dave Levenson

David Levenson

Dave Levenson, President, and CEO for LIMRA and LOMA

Thank you for your interest in attending the Strategic Leadership Experience.  The LIMRA and LOMA Board of Directors and I believe this program will equip executives like you, who represent the next generation of industry leaders, with the knowledge and skills you’ll need to keep transforming our industry.

We created this program in response to feedback from our member companies, who endorsed the idea of an industry-specific development experience designed to give leaders a more strategic perspective on our business. By partnering with Wharton Executive Education, we’re able to bring you a transformational learning opportunity, taught by world-class faculty and industry experts, that focuses on how to address the challenges and leverage the opportunities that our industry faces in the coming years.

Message From Carie Crane

Carie Crane

Carie Crane, Vice President of Professional Development, LOMA

It can be challenging for leaders like you to identify programs that focus on critical issues and opportunities that are especially relevant to leaders in OUR industry. LIMRA and LOMA have filled that need for nearly 100 years by providing industry-specific research and professional development for employees at all levels. The Strategic Leadership Experience is our latest investment in bringing the next generation of industry leaders together to enhance your skills and knowledge in an industry-centric learning experience. We’ve chosen to partner with Wharton, because, like us, they’ve specialized in providing development opportunities for leaders across the financial services industry for many years. 

Program Structure

Participants who complete all three consecutive sessions of the program will earn a LIMRA LOMA Wharton Certificate. This certificate recognizes their commitment to their professional development and dedication to our industry.

The program is held in person on the campus of The Wharton School at the University of Pennsylvania, located in Philadelphia, PA, and consists of three annual sessions.

For each session, participants arrive for dinner and program opening on Monday evening and depart at 12:00 p.m. on Friday each year.

Program content is designed as a continuous learning experience, multiple opportunities for small group work with fellow participants, and an application activity involving learning groups between sessions. 

It is expected that participants will attend all three sessions of the program, consecutively, as part of a cohort of attendees.

Program Curriculum

All sessions include opportunities for discussions with peers from similar companies, lines of business, or common functional areas to ensure the concepts can be applied in your own organization.


Program Faculty: Marketing Strategy

Listen as Patti Williams, Ph.D., Ira A. Lipman Professor of Marketing, The Wharton School gives you a preview of the Marketing Strategy session. 

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