Honing Negotiation Skills with Wharton professor, Mori Taheripour (Virtual Workshop)
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Honing Negotiation Skills with Wharton professor, Mori Taheripour (Virtual Workshop)

When: Tuesday, August 4, 2020
2:00 pm - 3:00 pm
Where: Live Webinar
United States

Online registration is closed.
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Honing Negotiation Skills with Wharton professor, Mori Taheripour (Virtual Workshop)

Negotiation underlies most successful business and social encounters. While negotiation is a way of life, most people have not had formal training and rely all too often on their instinct to navigate crucial conversations. Yet, the simple truth is that anyone can learn to bargain successfully.

Whether you are negotiating a promotion or negotiating home workspace with your partner, this virtual workshop seeks to help you gather the tools you need to be an effective negotiator.

This conversation between CFA Society San Francisco board member and Silicon Valley Bank CIO, Jane Leung, and Mori Taheripour, faculty member at the Wharton School and negotiation expert, will offer an opportunity for attendees to learn foundational principles of bargaining such as goal setting, effective preparation, problems solving, and persuasive communications.

Participants will emerge with a problem solving and value-maximizing approach to bargaining with practical tools to complement their personal negotiation styles and be empowered to become more effective and confident negotiators.

Registration fee includes a copy of Mori Taheripour’s recently published book, “Bring Yourself: How to Harness the Power of Connections to Negotiate Fearlessly,”  sent directly to you. To receive the book and access the workshop, you must follow the information provided in your registration confirmation email.


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Mori Taheripour, Faculty, The Wharton School of the University of Pennsylvania

Mori Taheripour is a faculty member in the Legal Studies and Business Ethics Department at the Wharton School of the University of Pennsylvania where she teaches Negotiations and Dispute Resolution in the Undergraduate, MBA and Executive Education programs. Ms. Taheripour has over fifteen years of experience in negotiation strategy both in teaching at the Wharton School and to a diverse range of clients including sports leagues and agencies, Fortune 100 companies, universities, non-profits, and professional associations. Her classes provide a conceptual framework to promote agreement in both personal and professional settings and encourage participants to become intensely self-reflective throughout the process. 

Ms. Taheripour’s negotiation clients, past and present, include: Alvarez & Marsal, American Association of Colleges of Nursing (AACN), Detroit Revitalization Program, Entrepreneurs’ Organization (EO), The Goldman Sachs Foundation, NFL, National Association of Mutual Insurance Companies (NAMIC), NBA Players’ Association (NBPA), Wasserman, Wells Fargo, United Parcel Service (UPS), and White House Fellows Program. Ms. Taheripour earned her MBA from The Wharton School of the University of Pennsylvania and her BA in Psychology and Pre-Medical Studies from Barnard College of Columbia University. Her book, "Bring Yourself: How to Harness the Power of Connection to Negotiate Fearlessly" was published in March 2020.


Jane Leung, CFA, CFP, Chief Investment Officer, Silicon Valley Bank's Private Bank

Jane Leung is Chief Investment Officer for SVB’s Private Bank and Wealth Advisory business. She brings more than 20 years of experience to the tech and life science industries’ top innovators and changemakers. She is passionate about the markets and helping clients navigate through their complexities. Previously, Ms. Leung was the CIO at Scenic Advisement, a boutique investment bank focused on working with entrepreneurs and early investors to bring liquidity to the private markets. Prior to joining Scenic, she held a variety of senior roles at BlackRock/iShares where she was the Head of Asia Pacific iShares and Index Equity. Prior to running iShares Asia, Jane was a Senior Portfolio Manager for BlackRock's U.S. Equity Index business and held portfolio management and analyst roles at Barclays Global Investors, Berger & Associates and Donaldson, Lufkin & Jenrette.

Ms. Leung also strongly believes in the power of mentorship and sponsorship and is active in women’s leadership development initiatives and The Athena Alliance. She is also dedicated to the continued innovation in the financial industry as a Board Member of CFA Society San Francisco. Ms. Leung earned her BA from the University of California, Los Angeles, is a CFA charterholder, and a Certified Financial Planner (CFP®).


Members: $25

Non-Members: $35


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This event qualifies for 1.0 hours of continuing education credits for CFA charterholders.

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