SII 2026 — Program Evaluation Report

Program Design

Curriculum Insights

AI synthesis of participant suggestions and feedback patterns — inputs for future program design

Synthesized from 482 participant suggestions and 9,001+ comments across 135 sessions. Patterns reflect participant-expressed needs — not normative recommendations — and are organized by curriculum design decision type.

Mandatory Course Candidates

The following sessions received explicit mandatory-status calls from multiple participants, independently across different offerings. The strength of the signal varies — sessions with near-unanimous and multi-year calls are flagged as high priority.

MicroInequities (Y1) + Maximizing the Impact (Y2)

HIGH SIGNAL · Multi-year required arc candidate

Among the strongest mandatory calls in the dataset, consistently across all three cohort years. Participants described it as immediately applicable leadership content with organizational ripple effects. Multiple participants explicitly requested a Year 3 continuation. Strong candidate for a required multi-year series alongside Ethics and Critical Thinking.

Applying Mindfulness at Work

HIGH SIGNAL · Near-unanimous

One of the highest mandatory-call rates in the dataset. Participants across all backgrounds cited immediate applicability and described it as universally beneficial regardless of role or prior mindfulness experience. A 201-level version was specifically requested for returning participants.

Adaptive Leadership – Leading A Learning Team

HIGH SIGNAL · Universal applicability cited

Participants cited universal cross-role applicability as the key rationale. The crossing-the-bridge exercise was described as transformative. Multiple comments noted this should be required specifically because its value is not apparent from the course title — many who took it said they nearly skipped it.

Advice for the Road

HIGH SIGNAL · Year 3 capstone

Overwhelming majority of Year 3 participants called for required status as the final session of the program. Described as the emotional and intellectual capstone the program deserves. A small minority disagreed on the grounds of its deeply personal nature; this is worth weighing in design conversations.

Gen AI Fundamentals and Use Cases in FS

MEDIUM SIGNAL · Practitioner-grounded AI

The most practically grounded AI session in the curriculum — participants across all three years cited it as the AI class they wished was required. The real-world FS practitioner framing was the distinguishing factor versus more academic AI offerings.

Finding Meaning in Midlife

MEDIUM SIGNAL · Audience fit is exceptional

Near-universal praise with strong mandatory calls, with an important caveat from participants: preserve the small-group format. Moving this to a large-format required session would undermine the intimacy that makes it effective. Suggest required-but-capped-enrollment if feasible.

How Well Do You Understand Your Firm's Financial Statements?

MEDIUM SIGNAL · Foundational for non-finance roles

Several participants noted this is uniquely valuable for participants from non-financial functions and should be required precisely because those participants wouldn't self-select into it. The plain-language delivery was specifically praised as making the content accessible.

Gender Diversity / Equal Opportunity and Ethics in the Workplace

MEDIUM SIGNAL · Male attendance gap noted

Multiple participants — including male attendees — specifically called for required status, noting the content is most valuable for those least likely to self-select into it. The low male enrollment observed in at least one session was itself cited as evidence of the need for required status.

Double Session Candidates

Sessions where participants consistently felt the 90-minute format was structurally insufficient for the content — not just a preference for more of a good thing, but a documented failure to complete core material or adequately debrief exercises.

Strategic Leadership (Year 3)

HIGHEST DEMAND · Year 3 capstone deserves the time

The single most-requested double session conversion in the dataset, with calls appearing in virtually every offering. Roch Parayre consistently runs out of time and the firm-table exercise — the most valued element — is cut short. Given this is the three-year culmination of the Scenario Planning / Strategic Leadership arc, the format mismatch is a structural problem worth fixing.

Magic Words (Jonah Berger)

HIGH DEMAND · SPEACC framework can't fit in 90 minutes

The SPEACC framework has 6 elements; participants consistently report covering only 3–4 within the current slot. Multiple participants independently compared it to Critical Thinking and Magic Words and called for a multi-year series similar to Ethics. A double session would allow the full framework and more practical application time.

Critical Thinking (Roch Parayre)

HIGH DEMAND · Year 1 only, participants want more

Already a required course with strong endorsements; the main request is additional time to cover the full 4-element decision traps framework. Participants consistently return in Years 2 and 3 specifically to take more Roch sessions. Consider a Year 2 or Year 3 version under a different focus (e.g., advanced decision traps under uncertainty).

Contagious (Jonah Berger)

HIGH DEMAND · Consistent material overflow

Participants consistently report that only 3 of 6 STEPPS are covered. Multiple comments across offerings called for a double session or a separate "Contagious Part 2." Given the practical applicability for this audience and Berger's engagement ratings, this is a strong candidate.

Individual Thinking Styles

MEDIUM DEMAND · Application component needs room

The Herrmann model and pre-work are exceptional; the problem is insufficient time to explore how to activate different thinking styles personally and with teams. Near-unanimous call for double-session format to add a practice/application second half.

Debt and Fiscal Outlook (Gomes)

MEDIUM DEMAND · Content warrants depth

Gomes is among the highest-rated economics faculty; the current format consistently fails to reach the solutions and scenario content participants most want. A double session converting from diagnosis to prescription would be one of the highest-rated new offerings in the economics track.

Mastering Stress, Resilience, and Change

MEDIUM DEMAND · Worksheet application needs time

The worksheet exercise and its application are the session's core value — but participants need more time to work through their own examples and receive coaching feedback. A double session would allow meaningful individual application rather than just framework exposure.

Central Banking in a Global Context (PCB)

MEDIUM DEMAND · Participant-driven agenda format outpaces time

PCB's approach of soliciting class-generated topics creates a responsive dynamic that participants love — but it guarantees running out of time. A double session would honor the format and allow proper coverage of the Fed's current-state and future-prediction content participants want most.

New Course Opportunities

Patterns in participant suggestions pointing to content gaps in the current curriculum — either topics not offered, topics offered at insufficient depth, or emerging areas participants want addressed.

Digital Assets / Tokenization Deep Dive (201+)

STRONG SIGNAL · Multiple sessions surfacing same gap

Participant suggestions across Digital Assets in Capital Markets, History and Future of Money, Charting the Future of Finance, and Trends in Banking all converge on the same request: a more rigorous, forward-looking treatment of tokenization, digital assets, and their implications for capital markets. The current coverage is fragmented across sessions with varying depth. A dedicated 201+ offering with clear prerequisite knowledge would be well attended.

AI and Productivity / Cognitive Performance (follow-on to Dr. Yousef)

STRONG SIGNAL · Year 2/3 continuation requested

Dr. Sahar Yousef's session generated one of the highest enthusiasm scores in the dataset and explicit requests from Year 1 and Year 2 participants for follow-on sessions in subsequent years. A Year 2 session on AI's impact on cognitive performance and attention, and a Year 3 session on organizational productivity design, would extend this content in a high-demand direction.

Advanced Negotiations (Part 2)

MEDIUM SIGNAL · Part 2 explicitly requested

Participants who took the Negotiation double session were enthusiastic but ready for more sophisticated content — complex multi-party negotiations, internal negotiations, and negotiations under power asymmetries. A Part 2 targeting SII's mid-to-senior audience would fill a gap the current 101-level offering can't address.

AI Governance and Ethics in Financial Services

MEDIUM SIGNAL · Emerging from Accountable AI + AI adoption sessions

Multiple AI sessions (Accountable AI, Generative AI Adoption, Leading with AI) surfaced demand for a session specifically addressing AI governance frameworks, risk guardrails, and the leadership decisions around responsible deployment. The current offerings are either too technical or too philosophical; a practitioner-led governance session targeting FS leaders would fill the gap.

Cross-Functional Influence and Lateral Leadership

MEDIUM SIGNAL · Consistent gap across leadership sessions

Multiple sessions (Creating a Culture of Accountability, Breaking Through Silos, Leading Change) surfaced the same unmet need: how to lead change and drive accountability when you lack direct authority. This is the real operating condition for most SII participants in large financial services firms. A dedicated session on lateral influence and cross-functional leadership would address this directly.

Fixing Moral Blind Spots — Part 2

MEDIUM SIGNAL · Book publication is a natural anchor

Nina's session on moral blind spots generated strong enthusiasm and requests for a follow-up, particularly once her book is published. The worksheet participants used was cited as something they wanted to implement organizationally. A Part 2 building on the worksheet and moving toward team application would be well-positioned.

Succession and CEO Development

MEDIUM SIGNAL · Year 3 audience fit

The Succession session was called for required Year 3 status — participants at this career stage find the topic highly relevant and underserved. An expanded offering with case studies and more practitioner perspectives on succession planning, talent pipeline design, and managing CEO transitions would likely rank among the highest Year 3 elective scores.

Content Tiering and Leveling Recommendations

A recurring structural theme across multiple topic areas: participants arrive with widely varying background knowledge, and the absence of course-level indicators (101/201/advanced) creates mismatched expectations in both directions — participants feeling under-challenged, and participants feeling lost.

AI / Technology

The AI curriculum has the most urgent tiering need. Participants explicitly asked for 101/201/advanced labels, and described taking multiple AI sessions only to find significant content overlap. Recommend: clear prerequisites, a published AI learning pathway (e.g., "Fundamentals → ML in FS → Accountability → Production Deployment"), and differentiated descriptions that specify assumed background.

Digital Assets / Capital Markets

Digital Assets in Capital Markets, Charting the Future, and History and Future of Money all serve different audience knowledge levels but are not labeled as such. Participants who arrived without market structure background were lost; those with depth wanted more. A 101/201 split with explicit background requirements would resolve this.

Fixed Income / ETFs / Private Equity

All three of these content tracks (Fixed Income Structure, ETF series, PE 101/201) received feedback about level mismatch. The PE series already has a tiered structure that works well; apply the same model to Fixed Income and ETF tracks. A brief knowledge-check or background statement in course descriptions would help self-selection.

Economics / Macro

Jeff Rosensweig's multiple sessions (Monetary Policy, Business and Public Policy, Economic Trends) are valued but overlap in ways participants find difficult to distinguish without taking all three. Recommend publishing a learning map showing how the sessions relate and what's unique to each, and labeling the audience sophistication level expected.

Resilience / Wellbeing

Building Resilience, Cultivating Resilience and Well-Being, Mastering Stress, and Applying Mindfulness serve an overlapping audience and topic space. More differentiated descriptions would help participants self-sort without inadvertently taking sessions that feel repetitive.

Faculty and Scheduling Observations

Patterns from participant feedback pointing to structural scheduling, faculty, and logistics considerations.

SCHEDULING

Washington Update (Jeff Bush) consistently suffers from time compression because the prior session (Dr. Yousef's Productivity session in 2026) ran over. Multiple participants called for moving it mid-week or earlier in the day. As currently scheduled, it is the only session competing with participant departures — an unfair structural disadvantage for a highly valued session.

SCHEDULING

Dr. Yousef's session generated calls to move it to Monday as an opening or early-week session — participants believed that implementing her recommendations earlier would improve cognitive performance and retention for the full week. This is worth piloting.

SCHEDULING

Scenario Planning (Roch) specifically benefits from firms sitting together, but participants were not notified of this seating recommendation in advance. Adding this to pre-session communications or course descriptions would significantly improve the firm-strategy exercise.

FACULTY

Yael Sivi, Dr. Amrita (Leadership Mastery), Kathy Pearson, and Peter Conti-Brown are the faculty most consistently cited as participants would "take any class they teach." Structuring their multi-year presence in the curriculum — including through dedicated Year 2 and Year 3 follow-on sessions — would deepen program value.

FACULTY

The evaluator system listed incorrect faculty names in multiple sessions (most notably Yael Sivi listed as David Horsager for Generational Intelligence). Participants flagged this in evaluations. The data integrity issue affects both how faculty receive feedback and how the program tracks performance.

FACULTY

Gideon (AI and Creativity) and Joseph (Organizational Leadership in an AI-Driven World) were flagged as strong new additions in 2026. Both are recommended for return. Gideon's live app-creation demo was the most-cited standout moment across all AI sessions.

FACULTY

General Bill Rapp (Contemporary Leadership Lessons, Visioning) generated strong calls for follow-on sessions using different historical periods (WWII, Iraq) as backdrops. His approach of using historical case studies to surface leadership lessons is distinctive in the curriculum and appears to resonate strongly.

LOGISTICS

Presentation materials are frequently not shared in the app, and participants consistently cite this as a gap — particularly for sessions where the deck is integral to retention (Sahar Yousef, Jeremy Siegel, Jeff Bush). A systematic post-session materials sharing process would address one of the most consistent logistical complaints.

LOGISTICS

Several sessions with computer-based simulations (A Practical Guide to Negotiations, AI demonstrations) experienced tech setup delays that cut into content time. A pre-session tech check protocol or dedicated setup time would improve these experiences.

Session-Specific Design Flags

Targeted observations about individual sessions where participant suggestions point to specific content or format adjustments worth considering.

History of Business Pre-work volume was described as excessive; the in-class session largely repeated rather than extended the videos. Recommend either reducing pre-work or structuring the session as a genuine continuation. Political neutrality concerns were significant and consistent enough to warrant attention.

Charting the Future of Finance Speaker engagement and content coherence were flagged across multiple sessions as below the program standard. The topic is high-priority; consider auditing the speaker fit or refreshing the faculty for this session.

A Practical Guide to Negotiations The simulation is highly valued but the debrief structure is too unguided. A more structured post-simulation debrief with defined frameworks and concrete takeaways would address the consistent "what did I actually learn?" gap.

Contagious The session routinely only covers 3 of 6 STEPPS. Either reduce the scope to 3 STEPPS done fully, or extend to a double session — the current "partial framework" delivery leaves participants feeling the session was incomplete.

Inclusive Meritocracy Multiple participants described the session as "rough" — too much material, not engaging, and overly opinionated in ways that shut down discussion. This session may benefit from a faculty review.

Everest Simulation One of the most consistently loved sessions in the program and a strong candidate for required status. The logistics of the room transition were noted as slightly confusing; streamlining that experience would improve an already excellent session.

Market Returns and Fed Policy Professor Siegel's Bloomberg Terminal references can be hard to follow for participants with less economics background. A brief framing note in course materials about the technical level would set better expectations. The session's value is not in question.

Generated from 482 participant suggestion comments across 134 sessions. All observations reflect patterns in participant-expressed feedback and are intended as design inputs, not directives. Quantitative ratings data provides the primary performance signal; this synthesis addresses qualitative curriculum design themes.

Program Design

Topical Analysis

137 sessions across 13 curriculum tracks — scores use SII's absolute linear scaling formula (avg−1)/8×100; %ile ranks are cohort-relative across the 141-session scored catalog. Click any session title to jump to its full report.

AI 13 sessions · avg spk 8.00

Session	Faculty	Spk	Cnt	%ile
Accountable AI	Kevin Werbach	8.35	8.13	92th
AI and Creativity – Driving Innovation or Reinforcing the Past?	Gideon Nave	8.38	8.13	92th
AI and ML in Financial Services	David Berglund	8.16	7.92	90th
Connected Strategy through GenAI	Nicolaj Siggelkow	8.41	8.02	93th
From Model Selection to Production	John Liu	7.68	7.48	84th
Gen AI Fundamentals and Use Cases in FS	David Berglund	8.31	8.07	91th
Generative AI: Patterns of Corporate Adoption	Stefano Puntoni	7.79	7.69	85th
Leading with AI	Dan Garrett	7.36	7.00	80th
Microsoft: Frontiers of AI	—	—	—	78th
Opening Keynote	Jeremy Utley	8.50	7.85	94th
Organizational Leadership in an AI-Driven World	Joseph Lo	8.18	7.92	90th
Regulatory Considerations for Generative and Agentic AI Use by BDs and RIAs	—	—	—	76th
Transforming the Win in an AI-Driven Future	Scott Snyder	8.27	7.69	91th

Track Observations

The most content-dense emerging track in the program. Strong fundamentals coverage (Gen AI Fundamentals, AI & ML). Practitioner-led sessions (Microsoft, Leading with AI) score below the track average — participants may expect more rigor from external industry speakers. The regulatory AI session is the lowest-rated in the track despite being highly timely. A theory-plus-practitioner co-teaching model could close the quality gap on the lower-scoring entries.

Technology 3 sessions · avg spk 8.24

Session	Faculty	Spk	Cnt	%ile
Digital Assets in Capital Markets	Kelly Mathieson	7.55	7.24	82th
Emerging Trends in Information Security	Tom Patterson	8.47	7.67	93th
Post Quantum Encryption	Tom Patterson	8.69	7.89	96th

Track Observations

A lean track anchored by Tom Patterson, who teaches two of the three sessions. Post Quantum Encryption scores well; Digital Assets is the weakest entry and may benefit from updated framing given rapid market evolution. This cluster represents broader technology infrastructure and security topics relevant to the securities industry, distinct from AI-specific content.

Investing Core 12 sessions · avg spk 8.22

Session	Faculty	Spk	Cnt	%ile
An Introduction to ETF	Chris Geczy	8.33	8.25	92th
An Introduction to the Fixed Income Marketplace	Burton Sheaffer	7.74	7.44	—
Asset Allocation in Retirement	Michael Finke	8.36	7.73	92th
Charting the Future of Finance	Larry Tabb	6.20 ⚠	6.29	65th ⚠
Developments in Retirement Risk Management	Olivia Mitchell	8.10	7.77	89th
Fixed Income Structure & Strategy	Burton Sheaffer	7.78	7.35	85th
Investing in Women and Sports	Candice Tse	8.56	7.83	94th
Market and Economic Perspectives – Ms. Perception	Candice Tse	8.64	8.00	96th
Market Returns and Fed Policy in 2026	Jeremy Siegel	8.45	8.23	93th
Mid-Level ETFs	Chris Geczy	8.60	8.17	95th
Trends in Banking, Markets, and Fragility	Peter Conti-Brown	8.59	8.22	95th
Using Stock Market History as Virtual Valium	Sam Stovall	8.38	7.77	92th

Track Observations

Solid breadth. Geczy is the standout ETF instructor. Fixed income scores are the weakest sub-segment — both Sheaffer sessions score below 8.0 speaker. Charting the Future of Finance (Tabb, 6.20) is the lowest-rated session in the program. Candice Tse is the clear star of the track with both sessions in the top tier.

Private Markets & Alternatives 3 sessions · avg spk 7.95

Session	Faculty	Spk	Cnt	%ile
Private Equity 101	Burcu Esmer	7.98	7.89	87th
Private Equity 201	Burcu Esmer	8.03	7.81	88th
Private Markets	Burcu Esmer	7.85	7.65	86th

Track Observations

The thinnest track in the program — entirely single-instructor (Esmer), 3 sessions, no alternatives content beyond PE (no hedge funds, real estate, infrastructure, private credit, or liquid alts). Scores are adequate but below the program median. Participant demand for expanded alternatives content is strong and represents a priority expansion opportunity.

Economics, Macro & Public Policy 12 sessions · avg spk 8.31

Session	Faculty	Spk	Cnt	%ile
Business and Public Policy	Jeff Rosensweig	8.61	8.21	95th
Central Banking in a Global Context	Peter Conti-Brown	8.66	8.31	96th
Debt and Fiscal Outlook	Joao Gomes	8.56	7.89	94th
Economic, Financial & Demographic Trends	Jeff Rosensweig	8.37	7.90	92th
Geopolitics	Brian Feinstein	7.88	7.57	86th
Healthcare Spending	Lawton Burns	8.00	7.31	88th
History and Future of Money	Peter Conti-Brown	8.67	8.00	96th
History of Business	Paul Tiffany	6.98 ⚠	6.86	75th ⚠
Is "Globalization" Over?	Paul Tiffany	8.29	7.77	91th
Monetary Policy	Jeff Rosensweig	8.21	7.74	90th
Washington Update	Jeff Bush	8.25	7.52	91th
Why Social Security Matters	Robert Kron	8.82	8.04	98th

Track Observations

Generally well-scored. Conti-Brown and Rosensweig are anchor faculty, each teaching multiple sessions. History of Business (Tiffany) underperforms relative to his Globalization session. Content scores tend to lag speaker scores more in this track — suggesting macro content is appreciated in delivery but participants want more actionable takeaways tied to their roles.

Leadership 27 sessions · avg spk 8.55

Session	Faculty	Spk	Cnt	%ile
Adaptive Leadership – Leading A Learning Team	Todd Henshaw	8.42	7.96	93th
Contemporary Leadership Lessons	William Rapp	8.83	8.53	98th
Courageous Leadership	Dafna Eylon	8.33	8.06	92th
Creating Change through Moments that Matter	Mike Burns	8.50	8.22	94th
Directive and Empowering Leadership Styles	Anne Greenhalgh	8.40	7.93	92th
Elevate Your Leadership Impact – Double	Dafna Eylon	8.48	8.19	94th
Enterprise Mindset	Kathy Pearson	8.69	8.33	96th
Everest Simulation (connect with Lunch)	Sudev Sheth	8.62	8.50	95th
Everest Simulation Debrief	Sudev Sheth	8.47	8.47	93th
Experiential Case: An Organization in Crisis – Double	Mae McDonnell	8.71	8.32	96th
Inspirational Leadership	Todd Henshaw	8.15	7.82	89th
Leadership and Team Ecology	Andrew Bernstein	8.36	7.82	92th
Leadership Mastery 101	Amrita Subramanian	8.55	8.15	94th
Leadership Mastery 201	Amrita Subramanian	8.60	8.22	95th
Leadership Mastery 301 – Double	Amrita Subramanian	9.00	8.60	100th
Leadership Vigilance	Jim Austin	8.56	8.27	94th
Leadership: A Strengths Based Approach	Faisal Khan	8.21	7.83	90th
Leading Change	Dafna Eylon	8.56	8.16	94th
Leading Teams – Double	Martine Haas	7.91	7.56	86th
Leading With Emotional Intelligence – Double	Dafna Eylon	8.70	8.39	96th
Leading through Extended Challenging Times	Greg Shea	8.17	7.59	90th
Perceptive Leadership	Kathy Pearson	8.78	8.28	97th
Strategic Leadership	Roch Parayre	8.35	7.93	92th
Succession	Henning Piezunka	8.76	8.21	97th
Transform Your Leadership – Double	Dafna Eylon	8.87	8.65	98th
Why People Follow the Leader	Sudev Sheth	8.24	7.86	90th
Your Leadership Map: A Leader’s Guide to Prioritizing for Impact	Dafna Eylon	8.32	7.96	—

Track Observations

The largest track — 27 sessions representing roughly 20% of the catalog. Consistently high scores; Dafna Eylon (7 sessions) and Kathy Pearson are standout instructors. Leadership Mastery 301 is the top-scoring session in the program (9.0). The volume of leadership content relative to securities-industry-specific content is a recurring participant concern, with feedback surfacing the perception that the program skews toward general leadership development over industry depth.

Strategy & Innovation 14 sessions · avg spk 8.27

Session	Faculty	Spk	Cnt	%ile
Blue Ocean Strategy Session	Roch Parayre	8.58	8.06	95th
Building Advantage through Business Model Innovation	Tyler Wry	8.48	8.08	94th
Driving Innovation from Within – Double	Kaihan Krippendorff	7.50	7.27	81th
Ecosystem-Driven Innovation	Martin Ihrig	8.04	7.60	88th
Establishing Competitive Advantage Through Customer Centricity	Peter Fader	8.16	7.73	90th
Execution and Driving Change	Jim Austin	8.52	8.13	94th
Finding New Growth Opportunities	Jim Austin	8.42	8.00	93th
Future of Business	John Spence	8.06	7.53	88th
High Uncertainty Innovation	Jim Thompson	7.47	7.17	81th
Scenario Planning – Double	Roch Parayre	8.61	8.30	95th
Strategic Agility	Kathy Pearson	8.72	8.16	96th
Strategic Management of Knowledge – Double	Martin Ihrig	8.18	7.64	90th
Strategic Value of Social Impact	Tyler Wry	7.76	7.07	84th
Visioning in Complex Organizations	William Rapp	8.53	8.15	94th

Track Observations

Good breadth of strategic frameworks. Parayre is the top performer (Blue Ocean, Scenario Planning). The innovation sub-cluster (Driving Innovation, High Uncertainty Innovation, Ecosystem Innovation) consistently underperforms the rest of the track. No sessions address M&A strategy, competitive intelligence, or platform/marketplace business models.

Communication, Influence & Negotiation 12 sessions · avg spk 8.44

Session	Faculty	Spk	Cnt	%ile
5 Ways to Come from a Position of Strength	Faisal Khan	8.37	7.82	92th
A Practical Guide to Negotiations	Maurice Schweitzer	7.40	6.90	80th
Collaboration Skills Development	Bobbi Block	8.75	8.38	97th
Conflict Resolution	Eric Baron	8.44	7.96	93th
Contagious	Jonah Berger	8.58	8.42	95th
In the Spotlight: Maximizing Public Speaking Engagements	Quinn Bauriedel	8.30	7.68	91th
Magic Words	Jonah Berger	8.63	8.04	95th
Negotiation	Eric Max	8.38	8.38	94th
Negotiation – Double	Sarah Light	8.60	8.48	94th
Storytelling for Leaders	Kelly Decker	8.77	8.27	97th
Strategic Persuasion: Art of Woo – Double	Mario Moussa	8.31	7.77	91th
What's Your Communication Style?	Anne Greenhalgh	8.51	8.28	94th

Track Observations

One of the highest-performing tracks by average score. Berger (Contagious, Magic Words), Decker, and Block are strong standouts. A Practical Guide to Negotiations (Schweitzer, 7.40) is the outlier — notably lower than the double-session Negotiation formats, suggesting format or instructor fit may be an issue. Negotiation content is covered across three offerings with three different instructors, which creates potential for content overlap.

People, Culture & DEI 12 sessions · avg spk 8.18

Session	Faculty	Spk	Cnt	%ile
Breaking through Silos	Lauren Hirshon	7.59	7.15	82th
Corporations and Socially Divisive Issues	Mae McDonnell	8.74	8.17	97th
Culture Map	Sudev Sheth	8.38	7.93	92th
Culture Matters	John Spence	7.62	7.22	83th
Driving Continuous Improvement through Effective Feedback	Lauren Hirshon	8.50	8.07	94th
Gender Diversity/Equal Opportunity and Ethics in the Workplace	Mae McDonnell	8.69	8.47	96th
Generational Intelligence for Leaders	Yael Sivi	8.79	8.43	97th
I&D: Business Imperative and Collective Impact	George Nichols	7.96	7.40	87th
Inclusive Meritocracy	Paolo Gaudiano	7.32 ⚠	7.00	79th ⚠
MicroInequities	Stephen Young	8.57	8.22	95th
MicroInequities – Maximizing the Impact	Stephen Young	7.50	6.36	81th
Positive Interactions at Work	Faisal Khan	8.27	7.62	91th

Track Observations

Wide variance within the track — from 96th percentile (McDonnell's Gender Diversity session) to 79th (Gaudiano's Inclusive Meritocracy). The bottom of the track (Gaudiano, Breaking through Silos, Culture Matters) sits meaningfully below the program median. DEI content can score at the top of the program when the framing is right — Stephen Young's MicroInequities at 95th percentile demonstrates this. Strong case for required status for the MicroInequities Y1/Y2 arc. Note: MicroInequities – Maximizing the Impact has n=14; interpret cautiously.

Ethics, Governance & Regulatory 9 sessions · avg spk 8.35

Session	Faculty	Spk	Cnt	%ile
Balancing Shareholder and Stakeholder Interests	Mae McDonnell	8.69	8.15	96th
Broker-Dealer SEC and FINRA Hot Topics in 2026	Ariel Gursky	8.36	8.10	92th
Dirty Money: The Law, Politics and Finance of Global AML	Peter Conti-Brown	8.68	7.89	96th
Ethics Y1 – What does it mean to be Ethical?	Peter Conti-Brown	8.50	7.92	94th
Ethics Y2 – The Role of Culture	Peter Conti-Brown	8.55	8.10	94th
Ethics Y3 – Ethics and Decision Making	Peter Conti-Brown	8.54	8.13	94th
Fixing Moral Blind Spots	Nina Strohminger	8.04	7.67	89th
Regulation Best Interest	Jeff Boujoukos	7.65	7.60	83th
Securities Enforcement Investigations: Roles, Risks, and Realities	—	—	—	81th

Track Observations

Well-anchored by Conti-Brown's three-year Ethics arc and McDonnell's governance sessions. Reg BI (Boujoukos) scores below the track average despite being a new 2026 addition — worth monitoring in future years. The Conti-Brown series earns consistently solid marks across all three years.

Personal Development & Wellbeing 14 sessions · avg spk 8.47

Session	Faculty	Spk	Cnt	%ile
Advice for the Road	Peter Conti-Brown	8.73	8.20	97th
Applying Mindfulness at Work	Maria Sirois	8.67	8.05	96th
Building Resilience	Derek Newberry	8.17	7.79	90th
Building Unstoppable AQ	John Spence	8.33	7.79	92th
Coaching for Improved Performance	Eric Baron	8.55	8.04	94th
Cultivating Resilience and Well-Being	Karen Reivich	8.28	7.93	91th
Finding Meaning in Midlife	Yael Sivi	8.93	8.76	99th
Individual Thinking Styles	Chuck McVinney	8.50	8.16	94th
Mastering Stress, Resilience, and Change	Andrew Bernstein	8.71	8.33	96th
Mental Agility	Faisal Khan	8.28	7.79	91th
Personality Predicts Leadership	Anne Greenhalgh	8.70	8.37	96th
Strategies for Success	John Spence	8.59	8.00	95th
The Science of Optimizing Productivity and Performance	Sahar Yousef	8.72	8.66	96th
You Bring You: The Power of Personal Branding for Career Success	Jaide Massin	7.64	7.35	83th

Track Observations

Consistently strong scores — Finding Meaning in Midlife (Sivi, 8.93) is the second-highest-rated session in the program. Resilience content appears across multiple sessions (Building Resilience, Cultivating Resilience, Mastering Stress) — potential content overlap worth flagging for course tagging. Personal branding (Massin) is the weakest entry and may not be the best fit for this audience level.

Decision-Making & Behavioral Science 5 sessions · avg spk 8.38

Session	Faculty	Spk	Cnt	%ile
Bounded Rationality – Decision Science	William Rapp	8.56	8.00	94th
Critical Thinking	Roch Parayre	8.75	8.42	97th
Fixing Moral Blind Spots	Nina Strohminger	8.04	7.67	89th
Improved Decision-Making and Art of the Con	Jim Austin	8.30	7.96	91th
The Pathologies of Decision-Making in M&A	Emilie Feldman	8.44	8.13	93th

Track Observations

Small but high-quality cluster. Critical Thinking (Parayre) is among the strongest sessions in the program. This content applies across leadership, strategy, and finance contexts — it arguably underpins much of the rest of the curriculum but isn't called out as a distinct programming thread.

M&A & Corporate Finance 3 sessions · avg spk 8.35

Session	Faculty	Spk	Cnt	%ile
How Well Do You Understand Your Firm's Financial Statements?	Jerry Schreck	8.37	7.90	92th
Post-Merger Integration: Challenges and Opportunities	Emilie Feldman	8.24	7.92	90th
The Pathologies of Decision-Making in M&A	Emilie Feldman	8.44	8.13	93th

Track Observations

Thin. Two of three sessions are from the same instructor (Feldman). No valuation, deal structuring, capital allocation, or shareholder returns content.

Gaps or Limited Coverage

Well-Covered — Strong depth and quality

Leadership

27 sessions, high scores throughout. If anything, over-represented relative to securities-specific content. Risk: the program skews toward general leadership development over industry depth.

Communication, Influence & Negotiation

12 sessions, top-quartile scores, multiple strong instructors. Good balance of frameworks and practice.

Personal Development & Wellbeing

14 sessions, unexpectedly strong scores. This content resonates deeply with participants.

Ethics & Governance

Well-structured three-year arc via Conti-Brown. Appropriate depth for a regulated industry.

Adequately Covered — Present but room to improve

Good volume (13 sessions + keynote) but uneven quality. Practitioner-led sessions underperform academic ones. Missing: agentic AI, AI governance deep-dives.

Economics & Macro

Solid, but content scores lag speaker scores consistently — participants want more application to their specific roles.

Investing Core

Reasonable breadth but the fixed income sub-track underperforms. Charting the Future of Finance is a clear low point. Retirement/wealth content is a relative bright spot.

Thin Coverage — Gap areas

Private Markets & Alternatives ⚠

Only 3 sessions, all one instructor, no alternatives beyond PE. Most significant curriculum gap given strong participant demand. Missing: hedge funds, real assets, infrastructure, private credit.

Technology

Only 3 sessions once AI is separated out. Digital Assets underperforms. No blockchain/distributed ledger, embedded finance, or open banking.

M&A & Corporate Finance ⚠

3 sessions, dominated by one instructor, no valuation or capital allocation content.

Entirely Absent

ESG/Sustainable Finance, Fintech & DeFi, Wealth Management/HNW Client Business, Real Estate/REITs, Insurance & Risk Transfer, Talent Strategy & HR, Distributed Ledger/Blockchain, Credit Markets/Lending, International/Cross-border Markets.