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Online program
Geopolitics Series: Navigating America’s New Direction

Your business playbook for a shifting political landscape

Online program

Geopolitics Series: Navigating America’s New Direction

Your business playbook for a shifting political landscape

Location

Online (liVe virtual)

Length

4 sessions of 3 hours (9:00am-12:00pm CET) over 8 months

Fee

CHF 2,950
CHF 2,500 for alumni

Program started

You can still join, recordings of all sessions available

U.S. policy is changing – stay ahead or fall behind

As the U.S. rapidly reshapes its economic and regulatory landscape, businesses worldwide are already feeling the ripple effects. Announcements that once seemed like rhetoric are now turning into real policies, often with little warning and immediate consequences. Uncertainty is growing, and the stakes are higher than ever.

Executives can’t afford to just react; they need both the foresight to anticipate what’s next and the tools to navigate uncertainty with confidence, both for today and the future.

IMD’s online Navigating America’s New Direction program delivers the critical insights, historical precedents, and strategic frameworks to help you cut through the uncertainty and turn policy shifts into opportunity.

Led by IMD’s expert faculty, this four-part program takes a deep dive into the policies that matter most: trade, energy, digital regulation, and taxation. Through historical precedent analysis, expert-designed diagnostic tools, and real-world business archetypes, you’ll gain a structured, four-phase approach to identifying risks and opportunities, assessing impact, and developing strategic responses to strengthen your organization’s resilience to both current and future disruptions.

What makes this program so unique?

  • Beyond the media: News outlets chase clicks and amplify every shift in policy – losing focus on the bigger picture. We help you interpret the political theatre, separate signal from noise, and provide tailored insights so you can respond strategically over time.
  • Insights that go deeper: Unlike broad, one-size-fits-all reports, this program equips you with tools and frameworks to build internal capabilities for ongoing policy tracking and response. Plus, IMD’s exclusive access to granular policy trackers through the St. Gallen Endowment gives us insights that others don’t have.
  • A practical approach: You won’t just hear analysis – you’ll apply a structured, step-by-step method to assess risks, quantify business impact, and develop targeted strategies that strengthen your competitive position.
  • Real-world business archetypes: We go beyond theory, using industry-specific business archetypes and historical precedent analysis to help you understand how different companies are affected and what responses work best. With built-in policy timelines, you’ll learn how to proactively navigate policy dynamics.
  • Immediate takeaways: You’ll leave with checklists, action plans, and access to key data sources so you can proactively track, assess, and navigate policy shifts and external forces shaping your landscape, and impacting your business.
A proven four-phase framework
1
Assess your points of vulnerability

Cut through the noise and pinpoint what truly matters. Learn to identify the most critical policy touchpoints for your business, and answer key questions: What is the policy threat? What form will it take? When will it happen? How likely is it? And what are possible knock-on effects for your business?

2
Track and forecast policy shifts

Stay ahead of the curve with expert-driven policy tracking. Using granular tracking tools and historical precedent analysis, you’ll learn to anticipate policy developments before they disrupt your business. Gain insight into how past policy shifts unfolded, and learn to build a better political and geopolitical radar system inside your firm.

3
Quantify the impact on your business

Learn how to measure what’s at stake. Through a detailed exposure analysis and risk assessment, uncover how policy shifts will impact the core areas of your business – and determine which changes demand immediate action. Go beyond surface-level analysis to identify whether these shifts pose a minor disruption or a major risk risk to your bottom line.

4
Develop winning strategic responses

Turn uncertainty into opportunity. Using scenario planning, precedent cases, and strategic frameworks, identify the best responses to policy shifts and the conditions for their success. Learn how to strengthen resilience, sharpen decision-making, and proactively position your business ahead of competitors in an evolving landscape.

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Who should attend?

This program is designed for leaders and decision-makers across industries who need to navigate U.S. policy shifts with confidence. It is ideal for senior executives, board members, corporate strategists, senior functional leaders, finance professionals, risk managers, government and public affairs specialists, international trade and supply chain leaders, and investors looking to deepen their understanding of the geoeconomic landscape and make informed, proactive decisions.

Not sure if this program is the right fit for you? Our program advisors would be happy to advise you.

Sessions at a glance
Session 1: Trade, sourcing, and supply chain disruption
With Simon Evenett

Date: 20 March 2025, 09:00-12:00 CET (liVe virtual, online)

International businesses have invested billions in global supply chains, with many setting up production abroad to benefit from local conditions. However, President Trump’s plans to raise taxes on imports could disrupt these arrangements. Canada, China, and Mexico are expected to be the first affected, but redirected goods may impact European and emerging markets as well.

In this session, we will cut through the noise to help participants assess risks, identify opportunities, and plan responses to President Trump’s trade policies. Insights will draw from the US-China trade war and Simon Evenett’s extensive trade briefings, with context provided by the Global Trade Alert’s granular policy tracking.

Session 2: The future of energy transition
With Ann-Christin Andersen and Karl Schmedders

Date: 27 May 2025, 09:00-12:00 CEST (liVe virtual, online)

President Trump’s criticism of Biden’s landmark clean energy subsidies (the so-called Inflation Reduction Act) casts doubt on their future – and on the viability of key investments by US and foreign firms. Adding to the uncertainty, his advisers suggest he may favor replacing subsidies with a carbon import tax, a shift that could disrupt supply chains across and beyond the clean energy sector. Reports already suggest firms are delaying investments amid the uncertainty.

This session will equip participants to navigate policy shifts with confidence, separating signals from noise and identifying actionable insights to address the challenges and opportunities ahead.

Session 3: The future direction of digital regulation and governance
With José Parra Moyano and Johannes Fritz

Date: 25 September 2025, 09:00-12:00 CEST (liVe virtual, online)

President Trump has pledged to scrap Biden’s Executive Order on nascent AI regulation, but his broader approach to digital sector regulation remains unclear. Notably, he has defended US digital giants against foreign sales taxes, a stance that could spark international tensions and disrupt the industry.

This session will evaluate the prospects for regulation and deregulation across the digital economy, and provide actionable insights for those in e-commerce, digital services, and advanced technology sectors.

Session 4: Tax reform implications
With Arturo Bris

Date: 19 November 2025, 09:00-12:00 CET (liVe virtual, online)

If Congress doesn’t act next year, President Trump’s 2017 tax cuts will expire. However, with a Republican-controlled Senate and House, it’s unlikely he would allow that to happen. Major tax legislation, though, often takes time and is typically finalized late in the year.

This session will examine how tax reforms could affect investment incentives, US stock listings, and profit repatriation – key areas shaped by the 2017 tax cuts. Participants will gain actionable insights into the most impactful changes and how to navigate this shifting fiscal landscape.

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As General (later President) Eisenhower said plans are useless but planning is essential. We enter a period of profound uncertainty and IMD experts stand ready to support senior decision-makers sort the signal from the noise and draw out the implications for business.

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Simon Evenett Professor of Geopolitics and Strategy
Who you will be learning from
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