
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
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.
For any questions or to request more information, please contact:
Brandi Mauro
Education Program Manager
[email protected]
(703) 518-4223

Endowed by

“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.
Not sure which program to attend?
Please contact NACS Education to schedule an advising session.
Schedule Consultation >
(703) 518-4223
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.
“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
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

Participating Companies Include
- Casey’s
- Circle K
- Love’s Travel Centers
- OXXO
- RaceTrac
- Sheetz
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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Peter S. Fader is the Frances and Pei-Yuan Chia Professor of Marketing at The Wharton School of the University of Pennsylvania. His expertise centers around the analysis of behavioral data to understand and forecast customer shopping/purchasing activities. He works with firms from a wide range of industries, such as telecommunications, financial services, gaming/entertainment, retailing, and pharmaceuticals. Managerial applications focus on topics such as customer relationship management, lifetime value of the customer, and sales forecasting for new products. Much of his research highlights the consistent (but often surprising) behavioral patterns that exist across these industries and other seemingly different domains.
In addition to his various roles and responsibilities at Wharton, Professor Fader co-founded a predictive analytics firm (Zodiac) in 2015, which was sold to Nike in 2018. He then co-founded (and continues to run) Theta to commercialize his more recent work on “customer-based corporate valuation.”
Beyond his focus on customer-oriented activities, Professor Fader has expanded his interests in “quantifying the qualitative” to include employee assessment/management as well. He recently co-founded Incompass Labs to popularize an innovative “incentive-compatible peer assessment system” to bring the same kind of rigor and accountability to human resources that he has brought to marketing for many years.
Fader is the author of three books: “Customer Centricity: Focus on the Right Customers for Strategic Advantage” (2020), “The Customer Centricity Playbook” with Sarah Toms (2018), and “The Customer-Base Audit” with Bruce Hardie and Michael Ross (2022).
He has won many awards for his research and teaching accomplishments. Among these achievements, he was named by Advertising Age as one of its inaugural “25 Marketing Technology Trailblazers” in 2017 (and was the only academic on the list).
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Frank Gleeson became NACS president and CEO on January 1, 2026. He has deep experience in foodservice and convenience retailing. As president & CEO of Aramark Northern Europe from 2017–2024, he oversaw a team of over 20,000 employees across 2,800-plus locations in the United Kingdom, Ireland and EMEA (Europe, the Middle East and Africa), which served an estimated 1 million meals a day. Before Aramark, Gleeson was retail director at Topaz Energy Group and vice president retail of Statoil Ireland (now Equinor), where he led the development of the first American-style convenience store in Ireland. Most recently, he served as chairman of the National Oil Reserve Agency in Ireland.
Gleeson was on the NACS Board of Directors for 11 years, including his term as 2018-19 NACS Chairman. In addition, he was a board member and chairman of Retail Ireland, a board member and president of the Irish Business and Employers Confederation and a board member of the Irish Transport Authority.
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Kathy Pearson is a strategist, systems thinking expert, and authority in decision making. She is president and founder of Enterprise Learning Solutions, an adjunct senior fellow at the Leonard Davis Institute of Health Economics, and has served as an adjunct associate professor in the Operations, Information and Decisions Department at the Wharton School, both at the University of Pennsylvania. An award-winning educator, Kathy works extensively with mid- to senior-level executives, including high potentials and executive teams, teaching on a variety of topics including critical thinking, strategic agility, change management, and strategic execution. Kathy received her BS degree in theoretical mathematics from Auburn University, her MS degree in decision sciences from Georgia State University, and her PhD in industrial engineering (concentration in statistics) from Northwestern University.
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Harbir Singh is the Mack Professor of Management; co-director, Mack Institute for Innovation Management; and faculty director of the Huntsman Program for International Studies and Business at the Wharton School. Committed to global business research and education, he has served as vice dean for Global Initiatives at the Wharton School. He focuses on the development of world-class capabilities and of sustainable competitive advantage. His main interests in research and teaching lie in three areas: strategic leadership, growth and innovation via alliances and acquisitions, and the evolution of competitive strategy.
Harbir has won multiple awards for outstanding research in strategic management at the Academy of Management in addition to awards for teaching. He received the Academy of International Business Decade Award for his co-authored work on determinants of modes of entry by multinational firms into new country markets. He was chair of the Business Policy and Strategy Division of the Academy of Management and is the former dean of the fellows of the Strategic Management Society. He is the author of several books on strategy and leadership in a global setting.
Harbir received his PhD at the University of Michigan. He is the academic director for several of Wharton’s open enrollment executive programs, including Creating and Implementing Strategy for Competitive Advantage and Driving Growth through Strategic Partnerships, and is a lead faculty member in the Mergers and Acquisitions program. Additionally, he teaches and directs numerous customized programs for companies and associations around the world.
Harbir has been a visiting faculty member at London Business School; Bocconi University in Milan; and the University of St. Gallen, Switzerland, as well as a founding faculty member of the Indian School of Business. He has also conducted executive seminars on competitive advantage, globalization, acquisitions, and alliances for many companies including IBM Corporation, Pfizer, Verizon, AT&T, and Daimler.
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David Wessels is an Adjunct Professor of Finance, a Director of Executive Education at the Wharton School of the University of Pennsylvania. He serves as the Academic Director for Wharton’s CFO Program on Strategic Leadership. David teaches courses on corporate valuation, venture capital, and performance management to undergraduates and MBA’s in Philadelphia and San Francisco, and executive audiences globally.
Professor Wessels has been recognized by his students with the school’s MBA excellence in teaching award, and has been acknowledged nationally for his research on organizational structure and financial performance. His co-authored book, Valuation: Measuring and Managing the Value of Companies, is accepted as the seminal text for students of corporate valuation and investment banking.
Before joining the Wharton School, David served on finance faculty of the Goizueta Business School at Emory University. Prior to Emory, he was a management consultant with McKinsey & Company and a technology analyst for Boston-based Harbourvest Venture Partners. David holds a PhD in finance from UCLA Anderson School of Management, a BS in economics and a BAS in computer science from the University of Pennsylvania.
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Lyle Ungar is a professor of Computer and Information Science at the University of Pennsylvania. He received a BS from Stanford University and a PhD from MIT. Professor Ungar directed Penn's Executive Master’sof Technology Management (EMTM) Program for a decade, and served as associate director of the Institute for Biomedical Informatics (IBI). He has published over 400 articles and holds 11 patents. His current research focuses on statistical natural-languageprocessing, deep learning, and the use of social media to understand the psychology of individuals and communities.
Professor Ungar has consulted for companies ranging from start-ups to Fortune 500 companies on the strategic use of information technology in areas including data mining, recommender systems, chatbots, e-commerce,and artificial intelligence.
Registration for the 2026 NACS Financial Leadership Program is open. Register today to secure your seat.
Register Now
Registration Pricing:
NACS Member - $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.
Classroom & 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.