Carroll University School of Business and Technology by Carroll University

SCHOOL OF BUSINESS AND TECHNOLOGY

DRIVE TOWARD A NEW VISION FOR DISTINCTION Pioneer Driven: Carroll University’s strategic plan is intended to establish Carroll University as a higher education leader in our area. Building on Carroll’s deep foundation in the liberal arts, this bold vision calls us to strengthen our distinctive programs and expand in-demand professional programs. It envisions facilities needed for tomorrow’s students and identifies additional resources needed to attract and retain world-class faculty. This new vision also calls for securing more scholarships to ensure that our students are defined by their potential, not their economic status. Carroll’s strategic plan recognizes our strong foundation and provides a clear directive for forward movement. This approach recognizes and rewards innovative thinking that is responsive to the changing climate in — and delivery of — higher education. Comprehensive and action-oriented, the plan – along with a transformative mindset – will capitalize on opportunities, partnerships and experiences that strengthen and continue to establish our role as a leader in higher education in our region.

Strategic Growth and Innovation Until 2025*, our strategic plan will focus our resources in four key areas: • Enhancing Teaching and Learning • Enriching the Carroll Experience • Building and Leveraging Partnerships • Growing Strategically These four areas of strategic focus have application for the School of Business and Technology, and serve as a directional compass for specific plans relative to the curriculum and academic program. In addition, these experiences and opportunities will distinguish a Carroll degree from others in the marketplace and provide the foundation for initiatives to fund our aspirations. *Our strategic plan has been in place since 2019.

SCHOOL OF BUSINESS AND TECHNOLOGY

THE SCHOOL OF BUSINESS AND TECHNOLOGY Grounded in the liberal arts, all Carroll students receive a general education curricula with a focus on data, technological and human literacies. This general education curriculum, in combination with market-driven business curriculum, will produce business graduates ready to work and lead in a diverse and global workplace.

School of Business Mission Statement We educate future business leaders to achieve success in their careers and lives, based on innovative experiential learning that engages our alumni, business and community partners. We focus on the convergence of human, technology, data and global awareness capabilities to develop highly sought-after professionals, prepared to learn and lead, especially in times of accelerated change.

School of Business Vision Statement To be a premier school educating future business leaders who partner with the local and global community for prosperity, progress, peace and sustainability.

School of Business Values •

Partnerships with Purpose We advance Partnerships with Purpose through collaborative initiatives between faculty, students, alumni, business partners and the global community. We will contribute knowledge, skills, and talents to create meaningful, inclusive, productive and mutually beneficial relationships.

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Entrepreneurial and Growth Mindset We advance Entrepreneurial and Growth Mindsets in students and ourselves by pursuing innovative and creative endeavors and expecting sustained efforts in achieving the goals we set. We will continually improve by learning from our successes and failures.

Business-Forward Plan Aligned with the university’s Pioneer Driven Strategic Plan, faculty, administration, trustees and Carroll business alumni collaborated to establish a bold plan for the newly established School of Business and Technology. The Forward Plan (2018-2023) identifies five prominent goals: 1. Differentiate the School of Business and Technology’s brand a. Seek external accreditations: EFMD and AACSB* b. Established The Analytics & Business Intelligence Consortium (ABIC) to serve as a solution provider for local area businesses i. Annual conference ii. Monthly speaker series iii. Experiential problem-based learning opportunities with local businesses

3. Create high-demand programs and graduates a. Established a Business Analytics minor b. Established a fully online MBA option 4. Increase enrollment a. Undergraduate enrollment has increased each year since 2018

Projected Undergraduate Business Enrollment vs. Actual Enrollment

700 600 500 400 300 200 100 2019-20

2020-21

2021-22

2022-23

2023-24

2024-25

Undergraduate Enrollment

2. Recruit high-achieving students and outstanding faculty a. Established a competitive scholarship program - The Yersin Business Scholars b. Established two endowed faculty positions i. William B. Yersin Endowed Professorship ii. William B. Yersin Endowed Faculty Fellow

2025-26

2026-27

2027-28

2028-29

Projected Enrollment Plan

5. Provide Surplus Revenues a. Executive Training b. Executive Coaching c. Customized Training Solutions

*AACSB accreditation will help enhance our regional and national reputation, ensuring that our overall processes of assessment and improvement are front and center in our daily work with students. AACSB accreditation also requires a dedicated space for the School of Business and Technology. The strategic plan calls specifically for the new, state-of-the-art building that will house the School of Business and Technology and other technology-related degree departments (e.g. math, computer science, IT, actuarial science, etc.).

CARROLL UNIVERSITY

SCHOOL OF BUSINESS AND TECHNOLOGY FACULTY

Carol Tallarico, Ph.D.

Sarah Esveldt, MBA

Jay Jacobson, MBA

Professor of Business

Distinguished Lecturer of Business

Visiting Lecturer of Business

PROGRAMS TAUGHT: Business Economics AREAS OF SPECIALIZATION: Economic Growth, Environmental Economics EDUCATION • Ph.D., Economics - University of Illinois Chicago • M.A., Economics, DePaul University • B.A., International Studies, minor in Italian, DePaul University

PROGRAMS TAUGHT: Healthcare Administration AREAS OF SPECIALIZATION: Healthcare Administration, Management, Applied Ethics EDUCATION • DBA Candidate, Healthcare Administration, Concordia University Chicago, grad date December 2022 • MBA, Keller Graduate School of Management, DeVry University • B.S., Central Michigan University EXPERIENCE • Rush Prudential Health Plans, Project Coordinator/Provider Relations Specialist • Priority Health/Northern Physicians Organization, Provider Network Service Representative • FHP Health Care of Illinois, Senior Network Relations Consultant • United HealthCare of Illinois, Manager Health Improvement • Lutheran General Health Services, Fitness Specialist • U.S. Department of Health and Human Services, Assistant Manager

PROGRAMS TAUGHT: Accounting, Business Economics, Finance, Marketing AREAS OF SPECIALIZATION: Marketing, Sales Force Effectiveness, Corporate Finance, Financial Management, Management & Leadership EDUCATION • MBA, Loyola University Graduate School of Business • B.S., History, Western Illinois University • B.S., Accounting, Lakeland College EXPERIENCE • Ameritech/AT&T • Fujitsu • Holden International • Celimi Inc., President • Consulting: Honeywell, GE, World Bank, US Dept. of Defense, Microsoft, Intel, Kroger, Meijer Stores, AT&T, BASF, CN Rail, Urban League, Applied Industrial

EXPERIENCE • 3M Corporation - monetary estimates of the health benefits and transactions values for donation of emission reduction credits • Illinois EPA - analysis of effectiveness of Chicago VOC market • Exelon Corporation, Research Fellow

John Gnadinger, MBA Director, Analytics & Business Intelligence Consortium Lecturer of Business PROGRAMS TAUGHT: Management & Leadership, Marketing AREAS OF SPECIALIZATION: Business Analytics, Management, Leadership, Marketing, Sales EDUCATION • MBA, Bellarmine University • B.A., Bellarmine University EXPERIENCE • Johnson Controls, Director Engineered Solutions, Director; Global Enterprise Application Solutions; General Manager, Systems Integration Services & Louisville Parts Business; Manager, Systems Integration Services • General Electric Company, Computer Services Manager • International Business Machines (IBM), Product Specialist

SCHOOL OF BUSINESS AND TECHNOLOGY

Muztoba Khan, Ph.D. Assistant Professor of Business

Steven Brewer, DBA Assistant Professor of Marketing PROGRAMS TAUGHT: Marketing, Business Administration (MBA) AREAS OF SPECIALIZATION: Professional networking, Marketing Management EDUCATION • DBA, Anderson University • M.S., Business Communication, University of St. Thomas • B.A., Public Relations/Advertising, Drake University EXPERIENCE • GMAC Mortgage, Marketing Management • MEA Credit Union, Marketing Management • Eureka Marketing, President

PROGRAMS TAUGHT: Business Administration (MBA), Supply Chain Management AREAS OF SPECIALIZATION: Smart Manufacturing, Manufacturing Business Model Innovation, Operations Management, Supply Chain Management EDUCATION • Ph.D., Industrial Engineering, West Virginia University • MBA, Finance, University of Dhaka • M.Eng., Engineering Management, Bangladesh University of Engineering & Technology • Associate Editor, IET Collaborative Intelligent Manufacturing journal • B.Sc., Electrical & Electronic Engineering, American-International University Bangladesh EXPERIENCE • J & J Essential Products Ltd., ERP Implementation Specialist

Katie McCarthy, Ph.D.

Julio Rivera, Ph.D.

Alexandra Sielaff, Ph.D., CPC

Assistant Professor of Healtcare Analytics

William B. Yersin Professor of Business Analytics

PROGRAMS TAUGHT: Healthcare Administration, Business Administration (MBA), Business Analytics AREAS OF SPECIALIZATION: Data Analytics, Health Informatics, Information Technology, Quaity Improvement, Healthcare Administration EDUCATION • Ph.D., Health Sciences, Concentration in Clinical Health Informatics, University of Wisconsin Milwaukee • M.S., Medical Informatics, Milwaukee School of Engineering and Medical College of Wisconsin • B.S., Computer Engineering, Milwaukee School of Engineering • B.S., Technical Communication, Milwaukee School of Engineering EXPERIENCE • Plexus Technology Group • Versiti (BloodCenter of Wisconsin) • Froedtert and the Medical College of Wisconsin

PROGRAMS TAUGHT: Business Analytics, Business Administration (MBA), Marketing AREAS OF SPECIALIZATION: Marketing Research, Market Segmentation, Geospatial Statistics, Business Research Methods EDUCATION • Post-Doctorate, Management and Marketing, University of Florida • Ph.D., Geography, University of Wisconsin Milwaukee • M.A., Higher Education and Student Affairs, The Ohio State University • B.A., Journalism, Theology, Marquette University EXPERIENCE • Former President of the Council on Undergraduate Research • Consulting: Snap-on Tools, Jockey International, World Link, Inc.; Wisconsin Transportation Builders

Director of the MBA Program Associate Professor of Business

Alan (Hao) He, Ph.D. Associate Professor of Accounting PROGRAMS TAUGHT: Accounting AREAS OF SPECIALIZATION: Performance Evaluation, Target Setting, Textual Analytics EDUCATION • Ph.D., Accounting, Master of Accounting, Georgia State University • MBA, Finance, Concordia University Chicago • B.S., Mathematics, Beijing University of Posts and Telecommunications EXPERIENCE • United Stones, Inc., General Manager • CME Group, Reporter - Agriculture Commodity Futures • Innovative Components, Inc., Accounting Assistant • People’s Bank of China, Data Analyst

PROGRAMS TAUGHT: Business Administration (MBA), Business Economics AREAS OF SPECIALIZATION Business Economics, Quantitative Methods, Global Business EDUCATION • Ph.D., Educational Leadership and Policy Analysis, University of Wisconsin - Madison • M.S., Educational Leadership and Policy Analysis, University of Wisconsin - Madison • M.I.M, Thunderbird School of Global Management • M.A., Soviet/East European Economics & Geography, University of Kansas • B.A., Slavic Language & Literature, University of Kansas • Certified Professional Coach (CPC), World Coach Institute EXPERIENCE • Board Member, International Institute of Wisconsin • Consulting – Harley Davidson, Bassett Mechanical, Milwaukee Tool, Johnson Controls, Patrick Cudahy, Dental Associates, APCO Associates

Mary Ann Wisniewski, Ph.D. Professor of Business PROGRAMS TAUGHT: Management & Leadership AREAS OF SPECIALIZATION: Management & Leadership, Continuing Professional Education EDUCATION • Post-Doctorate, Management & Marketing, Harvard University • Ph.D., Double Major, Continuing and Vocational Education/School of Human Econology, University of Wisconsin - Madison • M.S., Education Curriculum and Instruction, University of Wisconsin - Milwaukee • B.A., Double Major, Early Childhood Education and Psychology, Alverno College EXPERIENCE • Editorial Board, Journal of Continuing Higher Education • UW-Extension - Leadership Educator • UW-Milwaukee - Assistant Dean, School of Continuing Education

Gregory Kuhlemeyer, Ph.D. Professor of Business PROGRAMS TAUGHT: Finance, Business Administration (MBA) AREAS OF SPECIALIZATION: Finance Planning, Asset Valuation EDUCATION • Ph.D. Finance, Econometrics Minor, University of Tennessee • MBA, Finance, University of Tennessee • B.B., Finance, Western Illinois University • A.S., Business, Highland Community College EXPERIENCE • Asset valuation consulting for estates and litigation CARROLL UNIVERSITY 5

SCHOOL OF BUSINESS AND TECHNOLOGY FACULTY (CONTINUED)

Lisa Zajc, MS

John Michl, MBA, MS

Courtney Malloy, MS

Lecturer of Business

Adjunct Professor of Business

PROGRAMS TAUGHT: Accounting AREAS OF SPECIALIZATION: Accounting, Business Startups, Business Plans, Human Resource Management. EDUCATION • M.S., Accounting, University of Wisconsin Whitewater • B.A., Finance, University of Wisconsin Whitewater EXPERIENCE • Fleet Mortgage • JE Accounting • Elkin Co, LLP, Controller

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SCHOOL OF BUSINESS AND TECHNOLOGY

PROGRAMS TAUGHT: Business Analytics AREAS OF SPECIALIZATION: Financial Services, Consulting, Outsourcing, Data Literacy EDUCATION • Rethink Strategy: Strategic Leadership of Technology & Innovation - Harvard Business School Executive Education • CISR Digital Disruption, MIT Sloan Executive Education • MBA, Decision Sciences, Creighton University • B.S./B.A., Psychology, Creighton University EXPERIENCE • JAM Analytics, LLC, founder and principal • The Data Lodge, Contributor • Northwestern Mutual, Assistant Director, Data Literacy and Culture • Northwestern Mutual Data Science Institute, Assistant Director Program Lead Northwestern Mutual, Head of Emerging Technology Research, Assistant Director

PROGRAMS TAUGHT: Accounting AREAS OF SPECIALIZATION: Accounting Theory, CPA Preparation, Accounting & Reporting EDUCATION • M.S., Accounting, Marquette University • B.S., Accounting, Marquette University EXPERIENCE • KPMG Audit LLC, Auditor

Mark Kappes, MS Adjunct Professor of Business PROGRAMS TAUGHT: Management & Leadership AREAS OF SPECIALIZATION: Accounting, Management, Leadership, Operations Management, Marketing, International Business EDUCATION • DBA Candidate, Concordia University (expected graduation 2023) • M.S., Accounting, Central Michigan University • B.S., Finance, University of Wisconsin Milwaukee EXPERIENCE • Institute for Management Accountants, Board Member (1995-1997) • American Brush Manufacturers Association

INTERNSHIP PARTNERS Advocate Aurora Health Baird Children’s Wisconsin CNH Industrial Capital The Commons Eaton GE Healthcare Generac Power Systems IBM Johnson Controls KPMG Audit LLC Menards Milwaukee Brewers Milwaukee Tool Northwestern Mutual QuadGraphics Waukesha State Bank

CARROLL UNIVERSITY

School of Business and Technology Building Top: Exterior, west entrance Left: Exterior, east entrance Below: Interior, lower level Opposite page: Interior, common area

SCHOOL OF BUSINESS AND TECHNOLOGY

CARROLL UNIVERSITY

First Floor MONITOR WALL

EAST ENTRY PLAZA

VEST 171 SF

STUDY 137 SF

VENDING 145 SF TLT 315 SF

AUDITORIUM 4986 SF

CLASSROOM 822 SF

GREETER 83 SF

319 SEATS

DATA CENTER/TRADE 758 SF

STAIR STORAGE 160 SF

STORAGE 203 SF

CIRC. 1095 SF

IT/WORK RM 94 SF

STAIR

COFFEE 133 SF

BENCH SEATING

BOH 138 SF

CLASSROOM 646 SF

TLT 365 SF

LOBBY 3603 SF

J OFFICE 95 SF

CLASSROOM 810 SF

INNOV. CENTER 818 SF

FIREPLACE

CONFERENCE 875 SF

SKYFOLD SKYFOLD

RECEIVING / STO. 464 SF

LARGE (FLAT) 1105 SF

LARGE (FLAT) 1214 SF

STUDY 135 SF

VEST 171 SF SUPPLY 300 SF

WEST ENTRY PLAZA

16 PLAN NORTH

FIRST FLOOR PLAN A101 | 03/09/21

CARROLL UNIVERSITY SCHOOL OF BUSINESS & TECHNOLOGY ROOF

Second Floor ROOF

SUP 143 SF OFFICE 108 SF

OFFICE 113 SF

OFFICE 112 SF

OFFICE 113 SF

OFFICE 111 SF

TLT 315 SF

SM. PROJECT ROOM 243 SF

COMPUTER LAB 1468 SF

SM. PROJECT ROOM 243 SF

OFFICE 115 SF

STAIR CONFERENCE ROOM 201 SF

STAIR

TLT 359 SF

SM. PROJECT ROOM 243 SF OFFICE 99 SF

COPY/WORK 188 SF

OFFICE 118 SF

SM. PROJECT ROOM 243 SF

ADJUNT OFFICE 205 SF

OFFICE 99 SF

WAITING 173 SF

CLASSROOM 850 SF

ALUMNI / CLASSROOM 812 SF

OFFICE 108 SF

OFFICE 113 SF

OFFICE 112 SF

CONFERENCE 940 SF

OFFICE 113 SF

ROOF

16 PLAN NORTH

SECOND FLOOR PLAN A102 | 03/09/21

CARROLL UNIVERSITY SCHOOL OF BUSINESS & TECHNOLOGY

Third Floor

OVERLOOK TO STUDY BELOW

SUP 142 SF OFFICE 108 SF

OFFICE 113 SF

OFFICE 112 SF

OFFICE 113 SF

OFFICE 111 SF

TLT 315 SF

CLASSROOM 700 SF

CLASSROOM 757 SF

STAIR

STUDY/COLLAB. 554 SF

OFFICE 122 SF

TLT 359 SF STAIR CONFERENCE 541 SF SM. PROJECT ROOM 225 SF

SM. PROJECT ROOM 200 SF

KITCH. 204 SF

WAITING 266 SF

COPY/WORK 196 SF

OFFICE 125 SF

DEAN'S ASSIST 128 SF

CIRC. 1690 SF PROJECT ROOM 387 SF

OFFICE 108 SF

OFFICE 113 SF

OFFICE 112 SF

OFFICE 113 SF

OVERLOOK TO WAITING BELOW

SCHOOL OF BUSINESS AND TECHNOLOGY

CARROLL UNIVERSITY SCHOOL OF BUSINESS & TECHNOLOGY

OFFICE 111 SF

OFFICE 113 SF

OFFICE 111 SF

AD ASSIST 151 SF

ASSOC. DEAN 140 SF

PROJECT ROOM 418 SF

DEAN'S 244 SF

OUTDOOR CLASS/ ROOF DECK

PLAN NORTH

THIRD FLOOR PLAN A103 | 03/09/21

SCHOOL OF BUSINESS AND TECHNOLOGY: NEXT STEPS Leadership • Complete search for a new dean of the School of Business and Technology. • Establish CEO roundtable meetings to provide advice on curriculum, program and internships that will distinguish the School of Business and Technology at Carroll. • Formalize the School of Business and Technology advisory council, comprised of local business leaders and alumni to assist with internships and community engagement.

Academic • Continue recruiting outstanding faculty to enhance the school’s profile and student outcomes. • Apply for AACSB candidacy. • Expand the curriculum in Business Analytics to include a full major. • Explore new programs to further enhance our technology focus in the business curriculum. • Establish corporate partnerships around executive training/coaching and customized training solutions for our local business community.

Finances • Secure naming for both the School of Business and Technology and the facility. • Continue emphasis on fundraising for endowed faculty positions and scholarship support to ensure recruitment of high-quality faculty and to attract high-achieving students. • Complete the funding for the School of Business and Technology facility.

CARROLL UNIVERSITY

carrollu.edu l 100 N. East Ave. l Waukesha, WI 53186