ExecutiveIQ Learning Journey

In collaboration with

Learning Journey

April 2021-June 2022

Timeline

Program Objectives and Outcomes

Learning Approach

UVA Darden Leadership Methodology

Learning Journey Timeline

Course Details

In-person Residencies

Executive Coaching

Certifications and Badges

0 Program Objectives

e Secondary Learning Objective

e Primary Learning Objective

Advance

Communicate with impact

Design and drive execution

Understand how to manage change for breakthrough results

Develop and demonstrate traits of a purposeful leader

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Develop agility and a mindset to lead through change and crisis

Develop and demonstrate traits of an inclusive leader

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Foster an innovation and transformation approach

Enhance strategic leadership tools

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Understand how to harness and shape strategy

Develop a stretegic network of connections

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Instill Growth Mindset

Chart the course

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Enable foresight and deliver on trends

Understand how to implement a successful Change Management Process

Demonstrate the ability to decipher and take the right risks

Build teams and talent

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Demonstrate a strong personal brand

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Develop skills to engage in organizational change

Mantain personal resilience and creative inspiration

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Develop skills to navigate and minimize complexety

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Develop effective collaboration skills

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Develop ability to influence

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(

Program Outcomes

Leaders who can lead innovation and disruption

Enhanced capacity to seek sponsorship and provide sponsorship

Hyper-purposeful and engaged leaders

Program Learning Approach

1 2 3 4 5 6 7 Engage in two separate in-person sessions at University of Virginia Darden School of Business (UVA Darden) for leadership and career success. Access the UVA Darden library of case studies—the third largest in the world. Case Studies, Active Learning & Business Simulations Use the Korn Ferry 360 insights and feedback to drive leadership development to better understand and communicate unique strengths. Sponsorship Live lessons taught by renowned faculty and business leaders providing an interactive community experience. Digital Course Content A 15-month learning journey that provides immediate, day one results On-the-job application Cohorts work and compete as teams, sharing knowledge, experience and building Network IQ. Independent and team project work Access the Korn Ferry 360 assessment and the UVA Darden International Coach Federation (ICF) accredited coaching network. Coaching & assessment • • • • • •

In-person, faculty-led sessions

A job-specific capstone innovation project

The PwC Case Study competition, a fun and intense team tournament

Support through the 15-month journey with a group assigned executive coach.

Access the PwC ProEdge platform for adaptive curriculum, digital community, tools to empower innovation at scale and opportunities to earn credentials.

Capstone Innovation Project: Participants compete to deliver an innovation idea applying the LEAP principles and working within their own organization’s budgetary and development constraints. Ninja Cat Attendees learn how to harness the power of Cloud-based AI and build smart apps that help organizations be more efficient and enrich people’s lives. The workshop modules are taught by experts in the field of data science and artificial intelligence, and featured a mix of engaging

Fine-tune elevator pitch through the combination of assessment and coaching.

Develop “Network IQ” with participants, faculty and staff—a network of mutual support, giving back and information-sharing that participants can count on through ongoing events and collaboration. Explore real-world challenges facing the industry utilizing UVA Darden's signature case method and experiential learning. Teach leaders to analyze, synthesize and make decisions with incomplete information.

Executive IQ whitepapers and thought leadership to share with your team. Access to thought leaders at the forefront of management research and plugged into the business world. A diverse cohort for sharing best practices and networking activities, 360 feedback and engagement that includes co-workers and members.

A job-specific capstone innovation project

Personalized executive business coaching to hone leadership skills

Spearhead a high-profile innovation project at sponsoring firms

Minimum of one interactive, live faculty session for each online course

Technology upskilling by Microsoft’s AI Business School for Financial Services.

Practice and experience real-life scenarios of the leadership lessons through the UVA Darden Transformational Leadership Lab experiences. Participants will experience a state-of-the-art experiential simulation with physiological and behavioral measures. Coaches will also work each participant to then build an action plan for application back on the job. Exercises and peer coaching built around the Reflective Best Self Questionnaire which involves seeking feedback from colleagues, family and friends when participants are working at their best.

Earn badges for development skills from leading Fortune 500 companies.

Engage in group discussion and submit assignments via easily recorded videos for virtual active learning

Hands-on exercises with the latest tools for Data Automation, Data Visualization and Robotics Process Automation

talks, live demos, quizzes and hands-on assignments. on one another’s strengths.

UVA Darden’s extensive experience in leadership growth provides the framework for Executive IQ. The program will

Intelligent computing and advisory

Trust deficit and justification of investment practices

emphasize the following processes to develop truly purpose-driven leaders:

Tomorrow’s financial services industry will be piloted by data-driven products and advisory. Emerging leaders will have to deal with significant complexity while focusing on clarity over certainty. Participants will gain the knowledge to focus on precision and be excellent developers of technical and specialized talent.

Emerging interest with Environmental, Social and Governance (ESG) criteria and sustainability has led to a trust deficit. Tomorrow’s leaders will have to overcome this deficit and justify investment practices. participants will expand their ability to communicate authentically and prepare to take positions on key strategic issues for long-term sustainability.

1. Critical self-reflection: An opportunity for participants to receive input on how they are perceived as a leader. This includes assessments, feedback and coaching in a highly conducive environment for reflection. 2. Skills-based content: Participants are provided frameworks and allocated time to expand knowledge in key areas of opportunity. 3. Challenge: Participants will be challenged to engage, think, frame and debate key issues critically. 4. Accountability: Peer-to-peer participation, coaching and workplace management hold participants accountable for the entirety of the program. 5. Application and progress: Through coaching, self-reflective activities, feedback and real-world application, participants are able to track progress to know f they are truly becoming better leaders.

Developing tomorrow’s purpose-driven leaders today.

Executive IQ provides direct access to world-class content and master’s-level curriculum in collaboration with University of Virginia Darden School of Business. With an emphasis on four key issues, Executive IQ develops leaders capable of overcoming tomorrow’s challenges. The University of Virginia Darden School of Business Leadership Methodology

Inclusive client and employee experiences

Capital and operational efficiency

In an increasingly virtual world, industry leaders will need to deliver personalized, digital and inclusive client and employee experiences. Participants will acquire the skills to demonstrate cognitive and emotional agility to rally an organization and stakeholders around a purpose and vision; doing so with a focus on harnessing diversity for performance.

Future firms will have to be capital efficient, highly automated, frictionless and integrated. Executive IQ leaders will become excellent planners, goal setters and be expectant of performance. They will learn to discern best investments in technology for driving future performance.

Learning Journey Timeline

April 2021-June 2022

In-person Learning

UVA Darden Digitally-enabled Learning

PwC Case Studies

Microsoft AI Business School

Pod Work (groups of 10 participants)

Executive Coaching

Personal Development

No Programming

First Term

Second Term

Third Term

COHORT 1

APR-21

MAY-21

JUN-21

JUL-21

AUG-21

SEP-21

OCT-21

NOV-21

DEC-21

JAN-22

FEB-22

MAR-22

APR-22

MAY-22

JUN-22

Vacation Month No Programming

Vacation Month No Programming

Leading within the Enterprise: Innovating and leading change sustainably

Darden In Residence 2 Jan 19-21

Darden In Residence 1 July 21-23

Orientation: Movie night and virtual discussion with Darden professors

Leading Self Critical Skills for Enterprise Leaders

Synchronous Learning Sessions Over 2 weeks May 2-13

Leading the Industry: Shifting organizational and individual behavior in a more

productive, competitive and engaging direction.

COURSES

Leading Others: How to build high performing, engaged and inclusive teams

PwC: Case study competition

PwC Roundtable:

How to anchor to client needs, organize offerings around a clear narrative and adhere to a clear strategy

Microsoft: AI Business School

PwC Case Study: Deals in a post-COVID world

Reflective Best Self

KornFerry 360 Assessment

Design Personal Development Plan (PDP)

Executive Coach: Second Leadership Assessment Pulse

Executive Coach: First Leadership Assessment Pulse

Executive Coach: Final Leadership Assessment Pulse

COACHING & PERSONAL DEVELOPMENT

Darden: Transformational Leadership Lab Experience Part II

Darden: Transformational Leadership Lab Experience Part I

POD Work: Coaching conversation and close out

POD Work: Review of Personal Development Plan (PDP) progress

POD Work : Learning teams

Microsoft Ninja Cat Week (Optional)

UVA Darden: Leading Others and Sponsorship Project

PROJECT

UVA Darden: On the job Innovation Project

Course Details

Course

Course Description

Learning Objectives

Faculty

UVA DARDEN

Leading Self: Critical skills for high performing senior leaders (4 sessions)

Prof. Lynn Isabella, Associate Professor of Business Administration Prof. Sean Martin, Associate Professor of Business Administration

1. Be empowered to review own critical skill set and identify areas of improvement and how to work on developmental areas

This course will focus on the critical skills that are required for leaders to thrive in the modern world of work. Skills include the ability to make sense of the competitive environment and set a vision, to articulate the purpose of the organization, to build self-disciplines and in committing to be a lifelong learner to stay relevant and continue to be a high performer.

2. Help participants understand the importance of receiving feedback and how to develop a Personal Development Plan (PDP)

Debrief personal assessments, give and receive feedback (Throughout program)

UVA DARDEN

Lara Heberlein, M.Ed., PCC and coach

1. To be able to critically analyze assessment and peer feedback to construct a developmental plan to promote self development

This course will focus on the debrief of two leadership assessment tools. The Korn Ferry 360-pulse tool will focus on 11 competencies, for which participants will receive 360-degree both quantitative and qualitative feedback. Participants will debrief their feedback reports with peers and practice giving and receiving feedback. Participants will additionally read their Reflected Best Self summary letters to their pods. Insights will round out the Personal Development Plan (PDP) creation process.

2. Build a mindset of continuous improvement and the need for lifelong learning

Leading Others: How to build personal connection with others (4 sessions)

UVA DARDEN

Prof. Sean Martin, Associate Professor of Business Administration Prof. Laura Morgan Roberts, Professor of Practice, Leadership and Organizational Behavior Prof. Richard B. Evans, Associate Professor of Business Administration, Donald McLean

This course looks at the underlying factors of building personal connectedness. All leaders have followers and inspiring and influencing others is a key leadership skill. Participants will discuss best practices and practice core skills including giving feedback, communicating and having difficult conversations.

1. Understand interpersonal engagement and the levers of influence and motivation

2. Identify the critical factors of building trust

3. Develop core skills in effective communication

Wilkinson Research Chair in Business Administration

Course Details

Course

Course Description

Learning Objectives

Faculty

Critical decision-making under uncertainty (4 sessions)

Prof. Yael Grushka-Cockayne, Professor of Business Administration, Altec Styslinger Foundation Bicentennial Chair in Business Administration, Senior Associate Dean for Professional Degree Programs Prof. Robert Carraway, Associate Professor of Business Administration

This course aims to understand problem solving and then how decision making changes when faced with uncertainties and risk. The sessions then addresses various biases and tools for executives to mitigate these and make better decisions all round. Tools discussed include probabilities and decision trees in a case study context. Key in this case are the uncertainties and how to make tradeoffs. Participants then engage in a case study from the world of NASCAR automobile racing where they balance intuition and ambiguous data analysis. The course also highlights the importance of being able to influence others through analysis as a critical leadership characteristic.

1. How Decision making requires a blend of analysis (System 2) and intuition (System 1) and the tools to make better decisions

UVA DARDEN

2. How analysis is used to influence ones intuition and how it could change your mind

3. How executives can use data analysis to influence others and craft messages that are more engaging and encompassing

Prof. Casey Lichtendahl, Professor of Business Administration

Leading Others: How to build high performing, engaged and inclusive teams (2 sessions)

UVA DARDEN

Prof. Sean Martin, Associate Professor of Business Administration Prof. Laura Morgan Roberts, Professor of Practice

1. Understand best practices and shared insights for identifying and building successful teams through strategic alignment, a shared sense of purpose and a culture of continuous learning

This course will provide participants with a framework to build high performing, engaged and inclusive teams based on the latest research on how to instill purpose, build a growth mindset culture, set core principles (such as psychological safety and feedback) and creating communication channels to allow continuous improvement. This course will include working in pods and coach feedback.

2. Obtain skills to build inclusive and diverse teams sustainably in an environment of mutual respect and open communication.

Asynchronous course option 1: Collaboration and Influence

UVA DARDEN

Prof. Bobby Parmar, Shannon Smith Emerging Scholar in Business, Associate Professor of Business Administration

1. Build empathy by identifying what matters to each stakeholder group. Learn how to better engage with your key stakeholders

Successful leaders understand how critical the power of influence is to the ability to create value for their stakeholders. This digital program guides leaders through the process of understanding the perspective of their various stakeholder groups and engaging with them to achieve common goals. Learn to deliver a powerful vision, orchestrate complex change or gain support for a key innovation by developing your competence in stakeholder engagement, influence, strategic engagement and negotiation.

2. Appeal to and leverage different stakeholder perspectives to develop more effective solutions

3. Develop a negotiation style and approach that opens communication and builds trust between parties, making it possible to create mutual value in the final agreement.

Course Details

Course

Course Description

Learning Objectives

Faculty

Asynchronous course option 2: Giving Voice to Values

Mary C. Gentile, Creator/Director, Giving Voice to Values; Professor of Practice

1. Identify Values in Context - understand why voicing values matters today, get an overview of the GVV approach and explore the factors that encourage and discourage us from voicing our values

Giving Voice to Values (GVV) is conducted entirely online over the course of 5 weeks. There are five modules, called Field Manuals, which each contain principle/theory/practice content, videos, quizzes polls and debate topics situations for which you are asked to contribute. You'll also have the opportunity read comments from other members in your cohort and vote for your favorites. You earn badges and points by completing each filed manual and receiving votes on your comments. Rather than a focus on ethical analysis, the GVV curriculum focuses on ethical implementation and asks the questions: "What if I were going to act on my values? What would I say and do? How could I be most effective?

UVA DARDEN

2. Explore Values Conflicts - get to the root of what values conflicts are and how to see them as a normal part of the modern workplace

3. Practice Speaking up - discuss common categories of reasons and rationalizations and how these justifications are used to silence voice

4. Prepare to Act on Values - reframe values conflicts in order to work toward achievable solutions

Asynchronous course option 3: Design Thinking tools

UVA DARDEN

Prof. Jeanne Liedtka, United Technologies Corporation Professor of Business Administration

1. Develop the full range of skills to create and conduct a DT project and facilitate a DT team

Learn a proven, structured approach to invention, a truly systemic process for ideation, to spark workplace creativity. Creative solutions for the future begin with thoughtful insights into the present. This introduction to Design Thinking (DT) process asks you to identify a human-centered problem to solve and begin as designers do—with the here—and-now needs, desires and behaviors of those who need innovation the most.

2. Develop an action plan for research and gather feedback for your unique challenges

3. Identify important insights into the needs and wants of others using human-centered and customer-centric tools like journey mapping

Leading within the Enterprise: Innovating and leading change sustainably

UVA DARDEN

Prof. Laura Morgan Roberts, Professor of Practice Prof. Ed Freeman, University Elis and Signe Olsson Professor of Business Administration Prof. Richard Evans, Associate Professor of Business Administration Prof. Robert Carraway, Associate Professor of Business Administration

1. Understand how to lead a P&L function and driving cross-functional performance. Framework for leading service and product innovation initiatives to drive business performance, engagement and efficiencies

This course will assist participants to drive organizational performance from a cross-functional perspective and leading a profit and loss entity. The focus will be on how to optimally guide functional and technical teams to drive a common goal, how to lead innovation initiatives and how to lead change—both at an intervention and transformational level. This course will consist of eight sessions from the second in-person module, synchronous content and coaching feedback.

Course Details

Course

Course Description

Learning Objectives

Faculty

Leading the enterprise

UVA DARDEN

Prof. Raul Chao, Associate Professor of Business Administration Prof. Doug Thomas, Henry E. McWane Professor of Business Administration

1.

This course will building on the knowledge and skills of leading self and leading teams to build capabilities of participants to lead at the executive level, be that on the executive-level of small and medium organizations or the executive team of a division, strategic business unit or business function. Here the focus is on core capabilities such as crafting business strategies, leading a multi-functional entity), making trade-offs and building an innovation engine to ensure business sustainability

Be able to craft and build a business strategy integrating market opportunity with building differentiated capabilities

2.

Understand how to lead a diverse group of functional and technical leaders to make decisions from a financial profit and loss perspective

How to make investments and resource and organization to innovate the business model or service/ product portfolio of the organization

3.

Leading difference (Equity, diversity and inclusion)

UVA DARDEN

Prof. Laura Morgan Roberts, Professor of Practice Leadership and Organizational Behavior Prof. Martin Davidson, Johnson and Higgins Professor of Business Administration, Senior Associate Dean and Global Chief Diversity Officer Prof. Ed Freeman, University Professor; Elis and Signe Olsson Professor of Business Administration Prof. June West, Associate Professor of Business Administration

How to lead a team and organization that is truly inclusive inspiring team members to deliver superior performance

This course will make a business case for leaders that are skilled at promoting diversity, inclusion and equity. This course will provide a framework that builds a climate built on trust and psychological safety. The business case will include greater engagement and greater creativity based on the diversity of thoughts and perspectives.

1.

2.

A roadmap to build engagement to harness the creativity and energy of diverse members in the team

Stakeholder engagement and communicating change

UVA DARDEN

This course draws on the seminal work of Darden faculty, Prof. Edward Freeman, the father of the Stakeholder school of strategy. This course will guide executives on how to formulate business strategies that include an organizations key stakeholders. These may include communities, customers, regulators, suppliers and partners. These will specifically discuss the financial services sector and its license to operate. Building on this view, the course will look at how one communicates with the external environment, especially during times of crisis to maintain brand and stakeholder trust

How to build inclusive strategies that recognize the criticality of various stakeholder groups

1.

Have a guiding frameworks to address trade-offs and short/long term concerns

2.

3.

Understand how to lead corporate communications to communicate with the external environment and key stakeholders

Course Details

Course

Course Description

Learning Objectives

Faculty

Synchronous learning sessions: Close-out of core learning themes

1.

This course with integrate all the core learning themes of the program. At the leading self level, the focus will be on lessons learned building strengths and areas for development. Following the final pulse of the Korn ferry assessment tool, Participants will refine their PDP to share with their line manager to continue on the job. For leading others, participants will refine key skills for building influence and inspiration with teams. At the leading the enterprise level, the focus will be on integrating skills on leading a successful business. This course will start with how data insights can be used to serve clients primarily in a B2C industry, although applications also relate to a B2B environment. The second session will be a workshop where participants get to apply new skills including the application of machine learning, data analytics and visualizations, network analysis and robo-advising. These will include examples from Uber, Carvana, Fannie Mae and The Washington Post.

Have a fully integrated understanding and skill set to be a high performing executive in a corporate setting. In addition, participants would have developed a mindset of lifelong learning and building a legacy as an engaging and inspiring leader and manager.

UVA DARDEN

Leading innovation through the application of data

Prof. Lalin Anik Assistant Professor of Business Administration Prof. Raj Venkatesen Ronald Trzcinski Professor of Business Administration

1.

To understand the deployment of data analytics to serve clients and augment current and new business models using new technology tools.

UVA DARDEN

Case Competition: Workforce of the Future

PwC

Bhushan Sethi, Principal, Joint Global Leader, People & Organization Julia Lamm, Principal, Financial Services People & Organization

1. Demonstrate and develop traits of an inclusive leader

Leverage PwC’s BXT (Business, Experience, Technology) framework as you participate in a case competition focused on the Workforce of the Future, allowing you to develop and exhibit innovation, collaboration and creativity skills while displaying situational fluency and adaptability.

2. Develop effective collaboration skills

3. Understand how to implement a successful Change Management Process

Case Study: Deals in a Post-COVID World

PwC

1. Understand how to manage change for breakthrough results

The recession and recent fiscal and monetary interventions spurred by COVID-19 have upended the macro-context for asset managers, wealth managers and retirement players alike. Leverage real-world case studies to discuss the implications of these recent changes within deals, a sector where significant consolidation is already underway.

Arjun Saxena, Principal, Wealth Management, Financial Services John Marra, Partner, Financial Services Deals

2. Foster an innovation and transformation approach

Course Details

Course

Course Description

Learning Objectives

Faculty

Roundtable: Asset & Wealth Product Landscape

PwC

How can you ensure that the design of products, portfolio and distribution methods are optimized to meet the needs of an ever-changing world? Participate in a cross-disciplinary roundtable discussion on how to anchor to client needs, organize offerings around a clear narrative and adhere to a clear strategy

1. Develop a strategic network of connections

Roland Kastoun, Principal, Strategy Practice

2. Charting the Course

3. Enabling foreign and delivering on trends

Artificial Intelligence Business School for Financial Services

MSFT

Successful Artificial Intelligence (AI) implementation depends on more than the technology. Learn how to drive lasting business impact with a holistic approach to AI. Decision-makers in financial services have considerations that are particular to their industry to help them realize the true transformational impact of AI in the enterprise. It is critical to understand the components of a strategy that will help the financial services sector create business value with AI.

1. Define an AI strategy to create business value in financial services 2. Understand the importance of building an AI-ready culture 3. Discover how to foster an AI-ready culture in Finance 4. Discover how to foster an AI-ready culture in Marketing 5. Discove how to foster an AI-ready culture in Sales 6. Discover how to foster an AI-ready culture in Customer Service

7. Identify guiding principles for responsible AI 8. Identify governing practices for responsible AI 9. Discuss practices for responsible AI at Microsoft 10. Receive an introduction to AI technology 11. Examine the Microsoft approach to AI

In-Person Residency Darden in Residence I Iocated at the University of Virginia Darden School of Business.

JULY 2021

DATE & TIME

WEDNESDAY, JULY 21

THURSDAY, JULY 22

FRIDAY, JULY 23

7:00 AM

7:00-7:55 Breakfast

7:00-7:55 Breakfast

8:00 AM

8:00-9:15 Session 5: Debrief of Korn Ferry 360 assessment tool, team review and understanding the process moving forward to pulse certain behaviors

8:00-9:30 Session 11: Creating high-performing teams, Part I

Themes to be reviewed in this residency include Leading Self and Leading Others.

9:00 AM

Through a series of seminars and staged learnings, participants will learn critical skills for enterprise leaders and how to build high performing, engaged and inclusive teams. Executive IQ leaders will execute their learnings in real-world scenarios, including internal and external dynamics, which will be evaluated through biometrics for accuracy.

9:15-10:45 Session 6: Reflected Best Self assessment tool debrief and feedback

8:00 AM-12:00 PM Arrival/Check-in at Darden Goodwin Grounds

Break

10:00 AM

10:00-12:00 Session 11: Creating high-performing teams, Part II

Break

11:00 AM

11:15-12:30 Session 7: Teamwork in pods with coaches

12:00-1:00 Session 13 Module close-out and action planning. Leader action commitments and commencement faculty team

12:00 PM

12:00 PM-12:45 PM Lunch (Distanced)

12:45-1:00 Meet in Darden Auditorium

12:30-1:30 Lunch

1:00 PM

1:00-1:30 Program Welcome

1:00-2:00 Lunch

1:30-2:45 Session 1: Leading Self-Critical skills for high performing senior leaders, Part I

1:30-2:45 Session 8: Critical decision making under uncertainty, Part I

2:00 PM

1:30-2:45 Session 9: Critical decision making under uncertainty, Part II

2:45-3:45 Session 2: Leading Self-Critical skills for high performing senior leaders, Part II

3:00 PM

Break

Break

4:00-4:45 Session 3: Leading Others-How to build engagement, inspiration and creativity

4:00 PM

4:00-5:15 Session 10: Dealing with crisis and personal resilience

Depart Charlottesville or take guided tour of key sites around town and trip to Montichello.

4:45-5:30 Session 4: Leading Others-The context of teaming in asset and wealth management - Evans

5:00 PM

Evening Break

Evening Break

6:00 PM

6:00-7:30 Themed Dinner: Building your financial services network

Evening Activity

7:00 PM

Learning Teams

Learning Teams

In-Person Residency Darden in Residence II Iocated at the University of Virginia Darden School of Business.

JANUARY 2022

DATE & TIME

WEDNESDAY, JANUARY 19

THURSDAY, JANUARY 20

FRIDAY, JANUARY 21

7:00 AM

7:00-7:55 Breakfast

7:00-7:55 Breakfast

8:00 AM

8:00-9:15 Session 4: Leading Difference in Your Organization Prof. Laura Morgan Roberts

8:00-10:00 Session 9: Leadership in Practice (Leader Lab 2)

Themes to be reviewed in this residency include Leading the Enterprise and Leading the Industry. Through a series of seminars and staged learnings, participants will learn innovating and leading change sustainably and effective ways to shift organizational and individual behavior. Executive IQ leaders will execute their learnings in real-world scenarios, including internal and external dynamics, which will be evaluated through biometrics for accuracy.

9:00 AM

9:15-10:45 Session 5: Leading Difference in the Industry Prof. Laura Morgan Roberts

8:00 AM-12:00 PM Arrival at SVG

10:00 AM

Break

10:30-11:00 Session 10: Pod Debrief Exercise

Break

11:00-12:00 Session 11: Module Close-out and Action Planning. Leader action commitments and commencement

11:00 AM

11:15-12:30 Session 6: Leading Change: Stakeholder Management Prof. Ed Freeman

12:00 PM

12:00 PM-12:45 PM Lunch (Distanced)

12:00-1:00 Lunch

12:45-1:00 Meet in Darden Auditorium

12:30-1:30 Lunch

1:00 PM

1:00-1:30 Program Welcome

1:30-2:45 Session 1: Leading Organizations Prof. Ed Freeman

1:30-3:00 Session 7: Communicating change Prof. Bobby Parmar

2:00 PM

2:45-3:45 Session 2: Leading the Industry Prof. Richard B. Evans

3:00 PM

Break

Break

4:00 PM

3:30-5:30 Session 8: Leadership in Practice (Leader Lab 1)

4:00-5:30 Session 3: Customer Centricty and Serving Customer Trends Using Data-driven Insights Prof. Lalin Anik

Depart Washington DC

5:00 PM

Evening Break

Evening Break

6:00 PM

6:00-7:30 Future of Work and Data: Workshop and dinner exploring key technologies impacting the industry: Data analysis and visualization, machine learning, network analysis and automated customer service/robo-advising

Evening Activity

7:00 PM

Learning Teams

Learning Teams

All Executive IQ coaches are certified through the International Coach Federation (ICF). This elite-level certification provides participants with world-class coaching, collaboration and networking opportunities to shape the future of the financial services industry. Partnered with the UVA Darden approach to leadership development, participants will learn to lead through 4 main program themes: leading self, leading others, leading the enterprise and leading the industry. The coaching element of Executive IQ is intended to provide a consistent environment of practice and accountability with the support of a professional executive coach and a diverse group of peers. Executive coaching to support the learning journey.

Korn Ferry 360 Assessment

Leading Self Critical Skills for Enterprise Leaders

Leading Others How to build high performing, engaged and inclusive teams

• 38-competency library, broken down into behaviors, skills and development activities

• UVA Darden ICF accredited coaches will debrief the assessment results and leverage insights for development planning • Participants select raters for initial assessment, then identify development areas to measure progress in subsequent assignments • Individual and group reports are generated for a deep dive into individual and cohort development

As a focused learning experience, consisting of an individual debrief focused on the Korn Ferry 360 results that will inform each participant's professional development plan. Participants will meet in their pod (a learning team of up to 10) every 6-8 weeks over the course of the program, to identify opportunities for practicing behaviors and discuss best practices and barriers to success.

Seeking sponsorship and “sponsorees” engages participants in a learning process that requires them to work with a sponsor on key development goals and similarly develop coaching skills with 2-3 “sponsorees”. A two-part process including additional recommendations by the coach and podmates for new behaviors, consistent with the learnings from the academic courses. This phase supports and integrates with the mentoring element of Executive IQ.

Leading the Enterprise Innovating and leading change sustainably

About International Coach Federation (ICF) Accreditation

Reflected Best Self Questionnaire

Leading the Industry Shifting organizational and individual behavior

• Developed at the Michigan Ross School of Business by Professor Laura Morgan Roberts, now UVA Darden faculty • Involves seeking feedback from colleagues, family and friends when participants are working at their best. Followed by a set of reflective exercises and peer coaching.

The International Coaching Federation (ICF) is the leading global organization dedicated to advancing the coaching profession by setting high standards, providing independent certification and building a worldwide network of trained coaching professionals. It is the only globally recognized, independent credentialing program for coach practitioners. ICF Credentials are awarded to professional coaches who have met stringent education and experience requirements and have demonstrated a thorough understanding of the coaching competencies that set the standard in the profession. Achieving credentials through ICF signifies a coach’s commitment to integrity, understanding and mastery of coaching skills, and dedication to clients.

Participants will receive support and guidance during their project work, including input on group dynamics and best practices for reporting and communicating their project report-outs. Executive IQ leaders will package a range of possible solutions, provide key recommendations, seek internal sponsors in the workplace and apply real-world challenges with the skills learned throughout the program and coaching oversight.

Executive IQ leaders will combine teachings learned thus far in the program and utilize them to better orchestrate organization and individual behavioral shifts in a more productive, competitive and engaging direction. Skills will be further developed during the Darden in Residence 2 Transformational Leadership Lab.

Project Work

Sponsorship Project

Innovation Project

Following the conclusion of Darden in Residence 1, participants would have built a knowledge base and toolkit about how to develop their own leadership and management style and how to lead groups of people, be they intact teams, assembled project teams or communities of practice. To apply these learnings, this project phase will double down on how young talent is developed, specifically how more senior managers, in especially a service setting, can sponsor high potential future talent as part of their career progression. Program coaches will guide the overall process. The participant journey will follow the following steps:

Following the knowledge and insights gained during Darden in Residency 2 and the Microsoft and PWC skills courses, participants will have the chance to apply these new capabilities within their organizations. Participants will identify an area of opportunity, mainly involving technology, to improve performance or efficiency within their organization. Participants will be guided through a five (5) step process to take the “opportunity” from identification to being ready to be executed. The project will be reported out to a sponsoring executive that the participant has identified. The participant journey will follow the following steps:

1.

1.

Participants will identify 2-3 talented individuals at their sponsoring firm (either self-selection or this can be formalized by connecting with participant’s own talent team). These individuals will be known as “sponsorees”. Participants will engage sponsorees and make the offer of sponsorship for a period of 8 weeks. Participants will have a sponsor guide outlining the weekly conversations and actions they should follow over the 8 reviews each week. Participants will follow a coaching approach by asking key questions to guide learning and development to specifically aid each sponsoree. The process ends with a report out after 8 weeks where sponsoree reflects on 4 key dimensions and iif the sponsorship has benefited their professional and personal growth. The process is closed out by a pod coaching conversation drawing key group learnings, challenges and strategies for success.

Identify a core problem, issue or area of opportunity within their organization.

2.

Agree to a topic with a sponsoring executive within their organization.

3.

Use the appropriate innovation process (design thinking, agile, lean start-up) to understand opportunity.

2.

4.

Use appropriate tools to look at available options and build suggested courses of action.

3.

5.

Build a business case and financial or operational scenarios for solution development.

4.

6.

Package project in a 5 page report, 7-slide PPT presentation or 7-minute video.

7.

Report out to sponsoring executive that will assess using a Darden-developed rubric of innovation project success.

5.

8.

Report back to learning pods where each pod selects top 2 projects using a designated rubric.

9.

Top innovation projects will report to the whole cohort and top three selected will report to PwC, Microsoft and MMI executives with badges presented to the winners.

6.

Microsoft

University of Virginia Darden School of Business Certificate in Leadership

Awarded upon the successful completion of Microsoft coursework in relation to the Executive IQ programming.

Awarded at the successful completion of the program, participants will receive an accredited certificate from the UVA Darden School of Business in Leadership, which can be displayed on their digital profiles and resume.

Azure Ninja Cat @ ‘Week of AI’ EARNED 2022

Certificate in Leadership

Innovative Leader

AI Business School Course Completed

Upon completion of the Executive IQ program, participants will earn widely-accepted credentials for their project work and ability to demonstrate course material. Digital badges are highly-sought after vouchers displaying expertise in program subject matters and learning outcomes and administered by Executive IQ, UVA Darden, Microsoft and PwC. Certifications and Badges

Microsoft AI Business School

Microsoft Azure Ninja Cat at ‘Week of AI’ earned 2022

Microsoft Executive IQ Innovation Leader

Project Work

PwC

Awarded upon the successful completion of unique Executive IQ Projects. Project work recognizes the practical application and practice of specific learning objectives.

Awarded upon the successful completion of PwC coursework in relation to the Executive IQ programming. Subject to completion of the Executive IQ Innovation Project and winning the PwC case competition.

Gold Case Study Winner

UVA Transformational Leadership Lab

Digital IQ

Innovation IQ

Executive IQ “Digital IQ” badge Leading Others & Sponsorship Project (Term 3)

Executive IQ “Innovation IQ” badge Innovation Capstone Project (Term 4)

UVA Transformational Leadership Lab badge completed as part of the Darden in Residence programs

PwC Digital Acumen

PwC Human-Centered Design

PwC Executive IQ Gold Case Study Winne

Thank you!

Money Management Institute Executive IQ

1177 Avenue of the Americas 7th Floor New York, NY 10036 Tel. 646.868.8500 Fax: 646.619.4074 Email: executiveiq@mminst.org mminst.org

Educating today’s leaders for tomorrow’s opportunities.

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