Event
July
2026
12-17

NACS Financial Leadership Program at Wharton

Philadelphia, PA, United States

Date & Time

Jul 12-17, 2026

Location:

Philadelphia, PA, United States
The Wharton School University of Pennsylvania

Countdown:

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Virtual Program Orientation: June 4, 2026 from 11:30 AM – 12:30 PM EDT

Leading with Financial Confidence

Balance sheets are black and white—but the thinking around finances, the insights, and the strategies are where financial awareness grows into informed, confident, and impactful leadership.

This program is designed for leaders across the convenience and fuel retailing industry who want to elevate their financial acumen, enhance their organizational impact, and drive success through financially strategic leadership. Whether you’re already adept in financial matters or looking to sharpen your skills, this program will equip you to make smarter decisions that positively affect your organization’s bottom line.

The curriculum leverages case studies specific to the convenience and fuel retailing industry, incorporating data from the NACS State of the Industry Report®. Attendees will uncover actionable financial strategies and operational insights tailored to their unique business challenges.

The NACS Financial Leadership Program at Wharton empowers convenience leaders to:

  • Develop strategic skills within the framework of financial leadership
  • Build strong partnerships with key stakeholders
  • Transition from information provider to strategic partner
  • Gain an understanding of emerging trends in finance
  • Apply financial insights that drive profitability and long-term growth

Why Wharton?

This program is delivered by the faculty of the Wharton School at the University of Pennsylvania, ranked No. 1 in finance education by U.S. News & World Report. Known for its expertise in corporate finance, portfolio management, and global finance, Wharton provides the tools and insights today’s leaders need to transform their businesses and the broader convenience industry.

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Endowed byCashDepot

I was very pleased to see a blend of attendees including operators and financial professionals. I appreciated the blended approach to learning to include instructor lead discussions and group learning. The dynamics of the groups and understanding how peers think about scenarios only deepens the learning. The presenters were clearly experts in their field and were able to challenge the group to think differently about business planning and the use of analytics in decision making. Attendance of this session definitely increased my retail business acumen as well as helped me think about questions I should be asking when getting data. I always appreciate the level of networking these types of sessions provide as well.”
Sherri Hart, VP, Total Rewards, Casey’s General Stores, Inc.

Who Should Attend?

This program is designed for leaders across the convenience industry who want to elevate their financial expertise and drive organizational success. It’s ideal for those looking to build strategic skills that go beyond the classroom, enabling them to positively impact their organization’s bottom line and lead with greater financial confidence.

Whether you're a seasoned executive or an emerging leader, this program equips you with the tools to make smarter, financially strategic decisions that benefit both your career and your organization.

The NACS Financial Leadership Program is tailored for:

  • CEOs of small retail chains (25-50 stores)
  • Operational and financial leaders in medium-sized retail chains (51–150 stores)
  • Rising executives and decision-makers in larger retail chains (151+ stores)

Participant Roles

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Participating Companies Include

  • Casey’s
  • Circle K
  • Love’s Travel Centers
  • OXXO
  • RaceTrac
  • Sheetz
Very practical and challenges typical thought processes around metrics. Could be the trigger that drives change and allows companies to transition to ‘customer centric’ ideas.”
Past Participant

What to Expect

The NACS Financial Leadership Program at Wharton is designed to equip leaders with the strategic, financial, and operational skills needed to drive long-term business success. Throughout the week, participants will engage in a highly interactive learning experience that blends executive leadership, business strategy, customer insights, and financial decision-making tailored to the convenience industry.

Program Highlights:

  • Corporate Strategy & Value Creation
    Explore how financial leaders contribute to enterprise strategy and create long-term organizational value.
  • C-Suite Leadership
    Develop executive-level thinking and gain insight into the strategic mindset required to lead across functions and influence organizational direction.
  • Financial Forecasting & Performance Metrics
    Learn how to build stronger forecasting capabilities, leverage key performance indicators (KPIs), and measure operational success effectively.
  • Competitive Strategy & Customer Centricity
    Examine how customer behavior, positioning, and lifetime value impact competitive advantage and business growth.
  • Strategic Execution & Scenario Planning
    Focus on translating strategy into action through execution planning, decision-making frameworks, and future-focused scenario analysis.
  • Artificial Intelligence & the Future of Business
    Discuss the evolving role of AI in business strategy, operations, and leadership decision-making.
  • Applied Learning Through the QuickDash Case Study
    Participate in an immersive multi-day case study focused on strategic assessment, prioritization, customer lifetime value, and executive-level reporting.
  • Executive Insights
    Hear directly from industry and business leaders about navigating leadership challenges, strategic growth, and financial decision-making in complex environments.

This program combines high-level strategic thinking with practical financial and operational tools to help leaders confidently navigate change, drive performance, and lead with impact.

To get a better understanding of what the program offers, take a look at the course schedule (PDF). Attendees should plan to arrive by 2:30 PM ET on Sunday, July 12 and depart after 1:15 PM ET on Friday July 17.

Attendees also earn Continuing Professional Education (CPE) credits upon completion. Aresty Institute of Executive Education, The Wharton School, University of Pennsylvania, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

The NACS Financial Leadership Program is administered by the professors of the prestigious Wharton School of the University of Pennsylvania tailoring the training specifically towards the convenience industry. Meet the professors lined up to present at the program.


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classroom-buildingClassroom & Lodging
The Wharton School | University of Pennsylvania
Steinberg Conference Center
255 South 38th Street
Philadelphia, Pennsylvania, 19104

Lodging at the Steinberg Conference Center on the University of Pennsylvania campus and scheduled meals are included in the total cost of the program. NACS will handle the booking of your room only (arrival of Sunday, July 12 and departure of Friday, July 17). For accommodations before or after your program, we suggest one of the hotels near campus in the University City area or in Center City, Philadelphia. A complete list of hotels is available through Visit Philadelphia. The staff at the SCC can also assist you if you have any additional questions after arrival. 

Classes will also take place in the Steinberg Conference Center. Visit Directions to Penn and Penn’s Facilities & Real Estate Services for directions to Wharton’s Philadelphia campus, campus maps, parking locations, and accessibility and building information.

No, regardless of your role, this is a program for any leader within the convenience industry hoping to enhance their financial skills. While it is a Finance Leadership course, it will help any leader build a stronger financial foundation to help push organizations forward. For instance, the marketing executive could attend to enhance their financial vocabulary when approaching various organizational projects and initiatives. We expect participants with varying levels of financial acumen.

Transfer of registration to another person within your company may be possible and will be considered on a case-by-case basis. Cancellations received on or before June 1 will be charged a $250 administrative fee.  After June 1, the full amount of the registration fee will be forfeited. Registration cancellations or transfer requests must be emailed to [email protected] by June 1, 2026.

Your hotel is reserved when you register for the Financial Leadership Program. If you are unable to attend the program, need to cancel, and have alerted Brandi Mauro ([email protected]) of your cancellation request, then NACS will handle the cancellation of your hotel. However, if you made a reservation for nights outside of the program dates, then you will need to notify the hotel directly.

All registered participants will be notified of updates or changes via direct email as soon as they are made. In addition, the program’s webpage will also be kept up to date.

The recommended attire is business casual. We ask that there are no jeans, shorts, flip flops or other casual attire during program times. The receptions follow the same dress code.

Yes, as long as rooms are available, guest may check-in early.

Yes, there are several planned receptions and group dinners. There is also an afterhours lounge on the 5th floor of the Steinberg Conference Center where attendees can go to continue to the conversations.

Yes, some sessions do have some pre-readings to complete prior to the program. The Wharton team will share access to those readings roughly 2 weeks prior to the program.  

Yes, attendees have complimentary access to the gym in the Steinberg Conference Center. Attendees may also access the student gym (Pottruck Health and Fitness Center) for $15 per visit.

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The NACS Master of Convenience designation acknowledges the hard work and investment NACS members have made in their personal leadership development. It is awarded to convenience retailers who have attended 3 or more of the 5 NACS Executive Education programs. For questions, contact Brandi Mauro, NACS Education Program Manager: [email protected] or (703) 518-4223.

Now Open

Registration

NACS Member Pricing - $4,995

A tuition endowment from Cash Depot makes this program most affordable for all participants. With financial support from Cash Depot, program tuition is $4,995 which includes instruction, course materials, lodging, scheduled meals and entertainment. A portion of each registration fee goes to support NACS Alumni Network activities.



Please note: Registration is limited to retailer, distributor, and state association member companies only. State Associations, please contact Brandi Mauro at [email protected] to register.

Contact

Brandi Mauro

Program Manager, Executive Education

NACS

(703) 518-4223


Brandi Mauro combines her project management expertise with a passion for building meaningful relationships and creating opportunities for growth. She leads the development and execution of NACS education programs, including five Executive Education programs, the HR Forum, and the Food Safety Forum, and supports educational programming for the NACS Show. She oversees program design, production, and delivery, while cultivating strategic partnerships that enhance key events and create meaningful experiences for attendees.

In her free time, she enjoys family time with her husband, Chris, and their three active boys, Alex, Sam, and Teddy.

NACS serves the global convenience and fuel retailing industry by providing industry knowledge, connections and issues leadership to ensure the competitive viability of its members’ businesses.


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