Strategic Leadership Experience

Developed in partnership with Wharton Executive Education and our member companies, the Strategic Leadership Experience focuses exclusively on critical opportunities facing our industry today — including key trends, enterprise thinking and financial decision-making, operational excellence, and growth strategies. Other areas of focus include leading high performing teams and transformational change, emotional intelligence, and diversity-equity-inclusion as a business imperative.

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

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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

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.

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 the 24-month experience will earn a LIMRA LOMA Wharton Certificate. This certificate recognizes their leadership, commitment to their professional development, and dedication to shaping the future of our industry.

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.

Session One: Becoming an Enterprise Leader

This session is focused on grounding participants in current and future industry trends and current challenges in foundational areas.

Topics include:

Enterprise Thinking
Industry Forces of Change
Operational Excellence and the Link with Financial Performance
Leading High Performing Teams
Growth and Marketing Strategies
The Case for Environmental, Social, and Corporate Governance (ESG)

This session also incorporates:

A leadership-in-action simulation, chosen to highlight current strategic challenges and leadership behaviors needed to be successful in the industry
A C-Suite panel focused on how executives approach and model enterprise leadership
Two informal networking events (including a “Night on the Town” to explore Philadelphia)

Session Two: Developing a Strategic Mindset

This session covers key strategic industry challenges and the development of integrated solutions.

Topics include:

Distribution Trends and Future
Diversity, Equity, and Inclusion as a Business Imperative
Emotional Intelligence
Financial Decision Making
AI and Machine Learning
Leading Digital Transformation

This session also incorporates:

A leadership-in-action simulation, chosen to highlight current strategic challenges and leadership behaviors needed to be successful in the industry
A C-Suite panel focused on how executives are leading technology and transformation
Two informal networking events (including a “Night on the Town” to explore Philadelphia)

Session Three: Driving Transformation

This session prepares participants to lead change as they transform their organizations and the industry.

Topics include:

Strategic Leadership
Business Ethics and Decision Making
People, Culture, and Organizations
Leading Organizational Change
Scenario Planning
Inspirational Leadership

This session also incorporates:

A leadership-in-action simulation, chosen to highlight the level of leadership and decision making needed to lead transformation
A C-Suite panel focused on experiences leading change and lessons learned
One informal networking events (a “Night on the Town” to explore Philadelphia)
Graduation

Testimonials

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.

About LIMRA LOMA and Wharton

About LIMRA

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.