Wharton Scale School, hosted in conjunction with Wharton’s Lifelong Learning initiative in San Francisco, is designed to guide Bay Area entrepreneurs making the crucial transition from successful startup to scalable enterprise. Our series addresses the critical challenges faced by rapidly growing companies and provides actionable insights and solutions from industry experts.

The world-renowned knowledge and network of the Wharton School on the West Coast

Hosted at Wharton San Francisco, these workshops feature expert Wharton faculty, alumni entrepreneurs, and Bay Area industry executives who share their insights about how to address common challenges like finding new customers, growing your workforce, managing supply chains, and navigating complex regulations as you scale your business.

What You'll Learn

Scale School is your guide as you move beyond initial product-market fit to the creation of a large enterprise of tremendous value, giving you the opportunity to:
Gain insights from cutting-edge Wharton research
as well as from experienced leaders who have effectively scaled their organizations.
Apply key principles
in small group working sessions.
Ask questions of the experts
about the challenges you face in scaling your own organization.
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Gain The Business Skills To Scale
Ideas are essential to innovation, but it takes real business skills to transform a great idea into a sustainable business. That’s why Penn Wharton Entrepreneurship launched this initiative in partnership with Wharton Lifelong Learning in March 2016.

Scale School: Maintaining Culture in Scaling a Business

As smaller companies grow, the greatest challenge lies in maintaining company culture when business owners feel that their spirit and values are lost during rapid expansion.

Upcoming Scale School Events

October 17, 2024 at 5:00pm - 7:30pm
Wharton San Francisco | 2 Harrison Street, 6th Floor, San Francisco, CA 94105
Most recently, customer lifetime value (CLTV) models have integrated AI methods - find out which companies are making progress and how they are charting the customer journey in light of GenAI methods.
November 19, 2024 at 5:00pm - 7:30pm
Wharton San Francisco | 2 Harrison Street, 6th Floor, San Francisco, CA 94105
As artificial intelligence reshapes industries and business practices, understanding and leveraging sustainable competitive advantages have become more critical than ever. Join us for an engaging panel discussion to explore how AI is transforming the landscape of business strategy.

Past Scale School Events

Our past events have covered a range of critical topics, from managing hypergrowth to financing scale-ups, providing participants with actionable insights and practical strategies to support their business growth.
Scaling in an Ecosystem: Strategies and Tradeoffs
No enterprise is an island. Rather, every enterprise is embedded in an ecosystem of partners to create and deliver value. How should enterprise leaders think about scaling up a new initiative when growth is not only a function of the enterprise-level capabilities but also a function of the broader ecosystem of partners and their capabilities?

In this session, Professor Rahul Kapoor and panelists: Rocky Garff WG'07, Head of Trucking Operations at Waymo, Ashmeet Sidana WG'03, Chief Engineer at Engineering Capital, and Christine Yip WG'01, Advisor and Former Fintech Executive, will discuss the thinking behind scaling technology initiatives in an ecosystem as well as how leaders can navigate through some of the key strategic tradeoffs in their ecosystems.

DATE: November 1, 2022

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Panelists:


Perspectives on Start-Up Acquisitions
The past few decades have shown a dramatic rise in start-up acquisitions, which have become the dominant channel through which ventures successfully exit. But how effective are start-up acquisitions (1) for big companies as a source of new innovation and talent and (2) for the careers of acquired founders and employees?

Moderator:


Panelists:

To Change, Pivot or Persist
Entrepreneurs and investors love to talk about pivots that saved or elevated young firms, but hero stories about turning hay into gold don’t offer an accurate or instructive picture of how entrepreneurs wrestle with choices about whether or not to change. In this session, Professor Jacqueline (Jax) Kirtley and panelists Jeff Fluhr, ENG’96, W’96, General Partner at Craft Ventures, and Andy Friedman, WG’95, Managing Partner at Pin High Capital LLC, and Founder and former CEO of SkinnyPop Popcorn, will discuss the thinking behind their own pivot decisions as well as how recent world events have led to choices to change, adapt, or persist.

Date: September 14, 2021

Moderator:

  • Jacqueline (Jax) Kirtley, Assistant Professor of Management, The Wharton School

Panelists:

  • Jeff Fluhr, ENG’96, W’96, General Partner, Craft Ventures
  • Andy Friedman, WG’95, Managing Partner, Pin High Capital LLC, Founder and Former CEO of SkinnyPop Popcorn

Perspective On Investing In Scale
Most enterprises need significant investment to scale. What strategic considerations should ventures give to this stage of financing? How can enterprises best demonstrate their readiness and potential for growth to not only attract the desired amount of funding but also the right kind of investor relationships? In this session, Professor David Hsu and panelists, Eurie Kim, WG’09, General Partner at Forerunner Ventures and Ravi Viswanathan, ENG’90, WG’98, Founder and Managing Partner at NewView Capital will discuss the criteria and thinking behind decisions to invest in scale as well as how their perspectives may or may not evolve in the near or distant future.

Date: September 14, 2021

Moderator:

  •  David Hsu, Richard A. Sapp Professor, Professor of Management

Panelists:

  • Eurie Kim (WG’09), General Partner, Forerunner Ventures
  • Ravi Viswanathan (ENG’90, WG’98), Founder & Managing Partner, NewView Capital

Making Bold Decisions In Challenging Times
While many enterprises have been struggling to stay afloat through the pandemic, some leaders have made bold strategic decisions to scale during these profoundly uncertain times. How should founders weigh the risks, particularly when even more factors are out of their control? In this session, Professor Mike Useem and panelists Amy Errett, WG’88, CEO and Co-Founder at Madison Reed and Partner at True Ventures, Chad Robins, WG’02, CEO and Co-Founder at Adaptive Biotechnologies Corporation, and Davis Smith, G’11, WG’11, CEO and Founder at Cotopaxi will discuss the challenges business leaders and their firms have faced when deciding to scale as well as the opportunities they continue to eye for the future.

Date: February 3, 2021

Moderator:

  • Mike Useem, William and Jacalyn Egan Professor of Management; Director, Center for Leadership and Change Management; Editor, Wharton Leadership Digest

Panelists:

  • Amy Errett (WG’88), CEO and Co-Founder, Madison Reed; Partner, True Venture
  • Chad Robins (WG’02), CEO and Co-Founder, Adaptive Biotechnologies Corporation
  • Davis Smith (WG’11), CEO & Founder, Cotopaxi

Balancing Growth & Profitability Through Uncertainty
How should founders and managers balance growth and profitability? When is the right time to prioritize growth and how is that answer different in these uncertain times? In this session, we will discuss the key challenges firms face when trying to scale: balancing the need to grow with long term profitability. We will explore this question from the point of view of the operation manager as well as the investor.

Date: September 9, 2020

Moderator:

  • Gad Allon, Jeffrey A. Keswin Professor and Professor of Operations, Information and Decisions; Director, Management and Technology Program at the University of Pennsylvania.

Panelists:

  • Joseph Ansanelli (W’92), CEO, Gladly & Partner, Greylock
  • Cate Khan (WG’05), Co-Founder & Chief Strategy Officer, Verishop
  • Ted Schlein (C’86, PAR’20), General Partner, Kleiner Perkins

Excellent lecture! Acquisitions have become more common nowadays as a means of inorganic growth. But the scaling doesn't work out all the time and leads to heavy loses.
Scale School: Growth Through Acquisitions
The idea of missing creativity & serendipity at conferences right now really resonated...this conversation is relevant for startups in 2010, 2020, or 2030.
Scale School: Balancing Growth and Profitability Through Uncertainty
This workshop was incredibly insightful. The practical strategies shared by the panelists have already made a significant impact on how we lead and grow our company
Scale School: Leadership and The Importance of Company Culture