Gies College of Business Spring Luncheon 2024

SPRING LUNCHEON

MAY 3, 2024 | CHICAGO

Gies College of Business Alumni Association

Dear Alumni and Friends,

On behalf of the faculty, students, and staff of Gies College of Business, I welcome you to our annual Spring Luncheon.

Since I became dean in 2015, I have come to look forward to Spring Luncheon every year. It has truly become one of my favorite events in the annual life of our College. Meeting with alumni like you, hearing your stories, and interacting with you has been one of the most gratifying parts of my job. Seeing how our work makes a life-changing impact on so many makes me grateful that I am able to learn your stories.

As a College, we are continuing to build upon our foundation of excellence and prepare for the future. We have been watching the construction of Steven S. Wymer Hall for about a year now, and it is thrilling to walk by that site and see the changes that are taking place. When completed, Wymer Hall will greatly enhance our ability to prepare students for futures of purpose and impact.

Our programs continue to be recognized for their excellence. Our undergraduate program was ranked #15 by Poets&Quants and #17 by US News & World Report. Our undergraduate and graduate accounting programs have both been ranked in the top three by US News. Your enthusiasm for our students and support for our College have been important factors in these achievements.

I encourage you to share the story of Gies Business with your colleagues and friends. Share your pride. You remain our greatest ambassadors. There are many ways you can get involved in the life of our students. I urge you to reach out to us to learn more about ways to give back to our students—either through your time, talent, or treasure.

Gies College of Business is a community, and you are among its most important members. Thank you for your ongoing support, and we look forward to continuing to partner with you.

Best wishes,

Jeffrey R. Brown

Josef and Margot Lakonishok Professor of Business and Dean Gies College of Business

Registration & Networking

College Remarks

Awards Presentation

Keynote Remarks

Concluding Remarks

Printing Sponsor:

Gies Business GiesBusiness.illinois.edu

Alumni engagement GiesBusiness.illinois.edu/alumni

Give to the College GiesBusiness.illinois.edu/support-gies/giving

University of Illinois uiaa.org Alumni Association

P: 217.244.6669 BusinessAlumni@illinois.edu

430 Wohlers Hall, 1206 South Sixth Street

Spring Luncheon 2024 Host

Tim Sinclair

Voice artist. Public address. Author.

Tim Sinclair is the public address voice of the Chicago Bears, Chicago Bulls, Chicago Fire, and Illinois Fighting Illini. His voice is synonymous with big-time sporting events, including four NBA All-Star weekends, the Big Ten Football Championship, and NBA2K. He was also recently featured in a State Farm commercial with Jake and Benny the Bull. In addition, Tim is the host of the Gies College of Business podcast called “The Gies Download.”

Keynote Speaker

Jeffrey R. Brown

Josef and Margot Lakonishok Professor of Business and Dean, Gies College of Business

Since 2015, Jeffrey Brown has served as the Josef and Margot Lakonishok Professor of Business and Dean of Gies College of Business. He also serves as a professor of finance and was the founding director of the Center for Business and Public Policy. In 2011 he was named a University Scholar by the University of Illinois. In 2021 Poets&Quants recognized him as Dean of the Year.

In addition, he is a research associate at the National Bureau of Economic Research (NBER) in Cambridge, MA; a trustee and chair of the Risk and Compliance Committee for TIAA; chair of the Board of Managers of Illinois Global Gateway, LLC; a member of the board of managers of Illinois Ventures; and a member of the board of managers for the University of Illinois Research Park.

Prior to joining the Illinois faculty, he was an assistant professor of public policy at Harvard University’s John F. Kennedy School of Government. From 2001-2002, he served as senior economist at the White House Council of Economic Advisers. In 2001 he also served on the staff of the President’s Commission to Strengthen Social Security.

He has published extensively on public and private insurance markets. He is the recipient of the Lumina Award for Outstanding Research in Insurance and E-Commerce, the Paul A. Samuelson Award for Outstanding Scholarly Writing on Lifelong Financial Security, the ARIA Early Career Scholarly Achievement Award, and the RIIA Achievement in Applied Retirement Research Award.

Dean Brown earned his PhD in economics from MIT, his MPP from Harvard, and his bachelor’s degree from Miami University (Ohio).

Distinguished Alumnus Award Recipient

Quintin Anderson ’94 Co-Founder & Chief Operating Officer, Granite River Labs

After graduating from Illinois, Quintin earned his CPA license and joined Deloitte – audit, followed by management consulting, holding leadership positions on three continents before and after attending Harvard Business School where he earned an MBA in 2001.

In 2005, he left the corporate world and purchased and ran a small manufacturing company along with a graduate school classmate, selling the company to a strategic buyer in 2007. In 2009, he co-founded Granite River Labs (GRL), also with a (different) graduate school classmate.

Headquartered in Silicon Valley with labs and R&D centers around the world, GRL has been recognized as a leading engineering services and test automation solutions firm for digital connectivity and smart charging technologies like USB, PCI Express, and Qi wireless charging, and smart home Internet of things (IoT) standards like Thread and Matter. From 2015-2023, he served on the Board of Directors of the HDMI Forum, the standards group driving new developments in and global adoption of HDMI technology.

Quintin lives in Redwood City, California, with his wife Colleen and daughter Isabelle. He remains a proud Illini and enjoys driving around California sporting his alumni license plate holder purchased at the Illini Union in 1994 and yelling at his TV/radio/streaming media device during Illini sporting events – sometimes in tandem!

As a tremendous supporter of Gies Business, he has connected with students as a featured alumni speaker and hosted regional events in California to create awareness and strengthen the Illini network in his area.

Quintin earned a bachelor’s degree in accountancy with highest honors from Gies College of Business at the University of Illinois in 1994. At Illinois, Quintin served as director of the Vis-a-Vis volunteer tutoring program at the University YMCA (winner of campus and statewide awards for excellence in 1994) and was a Fred H. Turner Fellow in the Office of the Vice Chancellor of Student Affairs.

We honor the visionary leadership of Dean Jeff Brown, who has taken Gies to new heights. Thank you, Jeff, for your wisdom, your innovation, and your friendship.

Steve Miller, Bruce Barron, and the team at Origin Ventures

Appreciation Award Recipient

Julie Scott ’85

President, Chief Executive Officer & Founder, CTS Impact

Julie Scott founded CTS Impact in 2002 to form a hands-on, non-traditional business consulting firm that assists Fortune 1000 companies undergoing major change. There she leads a team of industry experts in finance, HR, IT, and data analytics who are passionate about their work, and who also want to help others in their community. CTS Impact advises clients on a wide array of business integration issues, including business transformation, mergers & acquisitions, system implementations, and corporate governance.

Prior to CTS Impact, she held leadership roles with Crate & Barrel; Parson Group, and Montgomery Ward. She began her career as an auditor with Grant Thornton, focused on SEC clients.

As a tireless champion for equal access to high-quality education, Julie serves as a Board member of both the Gies Dean’s Business Council and the Gies Business Alumni Association, where she was Past President of the Board. Along with her husband Tom and son Chris, she established student scholarships in Entrepreneurship for Gies students as well as Illinois Athletics.

Currently, Julie is also Co-Chair of the Smithsonian Institution Board’s Regional Council. She also serves on the Boards of The Chicago Network, St. Ignatius College Prep, and the United Way Audit Committee.

As a fierce advocate for the empowerment of women and elimination of racism, Julie is a Board Director Emeritus for the YWCA. In 2021, she received the Outstanding Entrepreneur award from the YWCA in recognition of her innovative business model, as well as her commitment to social impact.

Julie received her Bachelor’s Degree in Accountancy from Gies College of Business, cum laude. She is a CPA and member of the AICPA and the Illinois CPA Society. Julie is also an active member of the Economic Club of Chicago, the Executives Club Advisory Council and the International Women’s Forum. She resides in Chicago with her family.

Excellence–in–Teaching Award Graduate Teaching

Brian Hamm

Clinical Assistant Professor of Accountancy

Brian Hamm is a 1995 alum of the University of Illinois and received his bachelor’s degree in accountancy from Gies College of Business. He returned to his alma mater and joined the College as a clinical assistant professor in 2018 following a 23-year career in industry (most recently serving as CFO at Energizer Holdings). He teaches courses in financial statement analysis and accounting regulation in the BS, MAS, MSA, iMBA, and iMSA programs. He is regularly included on the List of Teachers Ranked as Excellent by Their Students. This year he also received the 2024 Excellence in Graduate & Professional Teaching award from the University of Illinois Urbana-Champaign.

Excellence–in–Teaching Award Undergraduate Teaching

Richard Excell

Clinical Assistant Professor of Finance

Richard Excell received his bachelor’s degree in finance with high honors from Gies College of Business in 1990 and his MBA with high honors from the University of Chicago in 2001. He joined Gies College of Business in 2019, where he teaches courses in ESG investing, portfolio management, derivative strategies, and finance for non-finance majors. He is a co-director of the Investment Management Academy and will be the director of the Derivatives and Trading Academy starting in fall 2024. His name regularly appears on the List of Teachers Ranked as Excellent by Their Students, and in 2022 he was a recipient of a Dean’s Impact Award from Gies Business. This year he also received the 2024 Excellence in Undergraduate Teaching award from the University of Illinois Urbana-Champaign.

Excellence–in–Teaching Award Teaching Assistant

Sydney Kim PhD Student in Accountancy

Sydney Kim is currently a PhD student in the Department of Accountancy and expects to graduate in May 2024. Prior to joining the program, she worked as a macroeconomic research analyst and equity analyst. She had obtained her bachelor’s degree in management science from KAIST and master’s degree in policy from KDI School. During her time at Gies, Sydney was a teaching assistant and instructor for various courses in financial accounting and data analytics. She appeared on the List of Teachers Ranked as Excellent by Their Students in various courses such as Accounting Institutions and Regulation and Data Analytics Foundations for Accountancy. Upon graduation, she will join California State University as an assistant professor starting in the Summer of 2024.

We’re so proud to sponsor the Gies College of Business Alumni Association—and we won’t keep quiet about it.

Why Gies Business?

Gies Business shapes purposeful leaders through lifechanging access to education, research, and innovation.

Increasing access to include more learners

• Total learning population: 3,000+ undergrads; 950+ residential grad students; 5,000+ online grad students.

• 9 academies and centers for additional learning and programming.

• Stackable online graduate certificates allow professionals to gain new skills at different stages in their careers.

Innovating for the future

• 150+ published research articles, papers, and conference presentations by Gies Business faculty each year since 2015.

Raising the bar of excellence

• 97% of undergrad students secure a job or go to graduate school within six months of graduation.

• #15 best undergraduate business school by Poets&Quants.

• #17 best undergraduate business program by U.S. News & World Report.

• Top 3 accounting program by U.S. News & World Report (undergrad and grad).

• 103 Gies Business faculty members rated “excellent” or “outstanding” by their students in Fall 2022.

• 2022 MBA Program of the Year by Poets&Quants.

• #1 Biggest Business School Innovation of the Decade by Poets&Quants.

• 100% of undergrad students complete an action learning course before they graduate.

• Disruption Lab, iVenture, Magelli Office of Experiential Learning, and Illinois MakerLab foster creative problem-solving and innovative thinking.

Gies College of Business Distinguished Alumnus Award

Established in 1984, this award recognizes graduates of Gies College of Business for outstanding career achievement. Recipients hold a degree from Gies College of Business at Illinois. The title and company listed with each honoree were accurate at the time the award was presented.

1984

Kenneth W. Perry ’53, Professor of Accountancy, Illinois

1985 Jerome S. Gore ’41, Chairman Emeritus, Hartmarx Corporation

1986 Arthur R. Wyatt ’49, ’50, ’53, Principal, Arthur Andersen

1987 Gerald E. Schultz ’63, President & COO, Bell & Howell

1988 Neil G. Bluhm ’59, President, JMB Realty Corporation

1988 Judd D. Malkin ’59, Chairman, JMB Realty Corporation

1989 Charles A. Bowsher ’53, U.S. Comptroller General

1990 Richard H. Frank ’65, President, The Walt Disney Studios

1991 Samuel K. Skinner ’60, Secretary, Department of Transportation

1993 Richard L. Wellek ’60, President & CEO, Varlen Corporation

1994 William G. Karnes ’33, Chairman of the Board, Beatrice, Retired

1995 Sybil C. Mobley ’64, Dean of School of Business, Florida A&M

1996 Lester H. McKeever, Jr. ’55, Managing Partner, Washington, Pittman and McKeever

1997 John Brogan ’36, Chairman, Ryan Insurance Group, Retired

1998 Stanley C. Golder ’51, General Partner, Golder, Thoma, Cressey, Rauner, Inc., Retired

1999

2000

2001

Leonard C. Hoeft ’47, Chairman of the Board, Wm. H. Ziegler Co., Inc., Retired

Thomas A. Murphy ’38, Chairman of the Board & CEO, General Motors Corporation, Retired

Michael Krasny ’75, Founder & Chairman, CDW Computer Centers

2002 Conrad Hewitt ’58, Superintendent of Banks, State of California, Former

2003 Brigadier General Wilma L. Vaught ’52, USAF, Retired

2004 Avy H. Stein ’77, Co-Chairman & Co-CEO, Willis & Stein Partners

2005 Albert Wohlers ’39, Founder, Albert H. Wohlers & Co., Retired

2006 Michael Tokarz ’73, Chairman, MVC Capital

2007 John D. Zeglis ’69, Chairman & CEO, AT&T Wireless Service, Retired

2008 Douglas C. Mills ’62, Chairman of the Board, First Busey Corporation

2009 Melvin L. Katten ’58, Founding Partner & Senior Counsel, Katten Muchin Rosenman LLP

2010 Jill Smart ’81, Chief Human Resources Officer, Accenture

Distinguished Alumnus Award

2011 Thomas D. Vogelsinger ’73, ’74, Partner, Ernst & Young, Retired

2012 Howard S. Engle ’72, Partner, Deloitte

2013 Larry Field ’61, CEO, Field Holdings, Inc.

2014 Stephen Van Arsdell ’72, ’73, Chairman & Chief Executive Officer, Deloitte, Retired

2015 John Ruth ’59, President and Founder, Century Group 100

2016 Chris Perry ’77, ’82 Partner, CIVC Partners

2017 Karen Golz ’76, Global Vice Chair, Ernst & Young Global Limited

2018 Stephanie Cohen ’99, Chief Strategy Officer, Goldman Sachs

2019 Kelly Loeffler ’92, Chief Executive Officer, Bakkt

2020 Alan D. Feldman ’74, ’76, Chairman, President & CEO, Midas, Inc., Retired

2021 James R. Elsesser, ’66, ’67, CEO, Interstate Bakeries, and CFO, Ralston Purina, Retired

2022 Virginia Wilson, ’76, Senior Executive Vice President and Chief Financial Officer, TIAA, Retired

2023 Steven M. Taslitz, ’81, Chairman and Co-Founder, Sterling Partners

Gies College of Business Appreciation Award

Established in 1979, this award is presented to friends of the College and its alumni association, recognizing outstanding service to the organization. Recipients need not be graduates of the College to earn this recognition but are always Illini at heart.

1979 William F. Murray ’34

1979 Lawrence W. Nortrup ’49

1980 G. Preston Kendall ’31

1981 Russell V. Puzey ’33

1982 Lawrence W. Nortrup ’49

1983 Donald C. Miller ’42, ’43, ’48 PhD

1984 Lawrence W. Gougler ’41

1985 Vernon K. Zimmerman ’49, ’50, ’54 PhD

1986 T. Emerson Cammack

1987 Henry D. Strunk ’58

1988 Thomas D. Leddy ’63

1989 J. William Paquette

1990 William D. Engelbrecht ’66, ’72

1991 John D. Hogan

1992 David G. Siebert ’89 MBA

1993 John H. Judd ’71, ’84 MBA

1994 David J. Downey ’63, ’66 JD

1995 Albert H. Wohlers ’39

1996 Arthur R. Wyatt ’49, ’50, ’53 PhD

1997 Wilma J. Smelcer ’73 MBA

1998 Willard Bunn III

1999 Larry L. Austermiller ’63, ’65 MS

2000 Howard Thomas

2001 Frederick L. Neumann

2002 James Elsesser, Jr. ’66, ’67 MS

2003

Howard S. Engle ’72

2004 Jeffrey H. Margolis ’84

2005 Mary Kay Haben ’77, ’79 MBA

2006 Norma J. Lauder ’71

2007 James C. Cook ’71

2008 Avijit Ghosh

2009 Neel T. Kashkari ’95, ’98 MS

2010 Jerry Colangelo ’62

2011 Jon Corzine ’69

2012 Timothy J. Reierson ’81

2013 Charles Finn ’55

2014 Stephen V. King ’84

2015 Larry DeBrock

2016 Tony DiTommaso ’74, ’76 MS

2017 Steve Miller ’87

2018 Steven E. Shebik ’78

2019 Susan Lambert Fish ’79, ’80 MAS

2020 Edie Stotler, ’68 LAS

2021 Cary D. McMillan, ’80

2022 Cedric D. Thurman, ’87

2023 Anthony J. Petullo, ’61

Alumni Association 2023–24 Board of Directors

Randy Abeles ’77

Hassen Al-Shawaf ’05, ’06

Mark Bernstein ’85

Tess Boland ’98

John Cochrane ’82

Steven Cohen ’82

David Engle ’97, ’99

Barry Federici ’99, ’00

Karen Fletcher ’88

Dan Frandsen ’99

David Gilmartin ’84

Jake Goldstein ’99

James Goss ’72

Andrew Grieve ’96

Tony Griglione ’09, ’10

Daniel Kardatzke ’96

Denise Kenny ’86

Sara Klein ’96

Rom Kosla ’18

Joanne Ladden ’03

Alan Lev ’82

David Light ’08

Mike Lombardo ’02

Cecil Lucy ’82

Adam Lutostanski ’02

Denise Maple ’90

Kevin McDonnell ’80

Paul O’Connor ’81

Jackie Price Osafo ’18

Victor Palomino ’03

Frank Pellicori ’00

Joan Rockey ’93

Ed Rogowski ’86

Saul Rudo ’80

Eric Ruzalski ’13

Julie Scott ’85

Ally Sehy ’05

Jeff Solak ’16

Warren Stippich ’90

Dean Stork ’83

Jandy Tomy ’95

Susan Tjarksen ’82

Everett Westmeyer ’79

Gabrielle Young ’19

Ex-officio

Jeffrey R. Brown Dean

Rebecca Pagels Associate Dean for Advancement

Christine Beyers Senior Associate Director of Alumni Engagement

Alexa Ashenhurst Assistant Director of Alumni Engagement

Spring Luncheon Co-Chairs

Karen Fletcher ’88

Ed Rogowski ’86

GBAA Program Co-Chairs

Dan Frandsen ’99

Denise Kenny ’86

Joanne Ladden ’03

Alumni Association Presidents

1957–60 Walter Leck ’34

1960–61 Francis Bachman ’38

1961–62 George Catlett ’39

1962–63 Robert Humphrey ’40

1963–64 James Felt ’42

1964–68 Rexford Bruno ’40

1968–69 George Nelson ’41

1969–70 Kenneth Means ’40

1970–71 George Handtman, Jr. ’42

1971–72 Robert Hayes ’54

1972–73 Russell Puzey ’33

1973–74 Lawrence Nortrup ’49

1974–75 Joseph Antonello, Jr. ’43

1975–76 William Anderson ’49

1976–77 Selwin Price ’53

1977–78 John Lannon ’61

1978–79 William Ieuter ’60

1979–80 Wilma Smelcer ’73

1980–81 Henry Strunk ’58

1981–82 Carl Faust ’61

1982–83 Thomas Leddy ’63

1983–84 Gresham Brebach ’63

1984–85 John Ruth ’59

1985–86 James Cook ’71

1986–87 Richard Akin ’69

1987–89 Terry Hendrickson ’72

1989–91 Ron Hamelberg ’58

1991–93 Lester McKeever, Jr. ’55

1993–95 John Roszinsky ’60

1995–98 Howard Engle ’72

1999–00 John Lassiter, Jr. ’59

2000–01 Patrick Rea ’63, ’64

2001–03 Bruce Boruszak ’79

2003–05 David Gilmartin ’84

2005–07 Everett Westmeyer ’79

2007–09 Paul O’Connor ’81

2009–11 James Goss ’72

2011–13 Denise Maple ’90

2013–15 Steven Cohen ’82

2015–17 Julie Scott ’85

2017–19 Dana Armagno ’89

2019–21 Joan Rockey ’93

2021–23 Warren Stippich ’90

2023– Andrew Grieve ’96

Thank You!

We would like to take this opportunity to thank the following companies and organizations for helping to make the 2024 Spring Luncheon possible:

Silver Sponsors

CTS Impact

Deloitte LLP

Grant Thornton LLP

J.P. Morgan Private Bank

KPMG LLP

Lincoln International

Old National Bank

PNC

Table of 10

Akerman LLP

American Commercial Bank & Trust

Bain & Company

Belgravia Group, Ltd

Blue Star Properties

BMO Bank N.A.

BRUNSWICK

Busey Bank

Cars Commerce

Cedric D. Thurman & Michelle Speller-Thurman

CIBC

Crowe LLP

Printing Sponsor

William Blair

Floral Sponsor

Ernst & Young LLP

Audio Visual Sponsors

Katten & Temple, LLP

Polsinelli

Rockey Structures LLC

Event Reception

Sponsor

GCM Grosvenor

Gies Branded Item

Sponsor

Protiviti

Transportation

Sponsor

McDonald’s

Ed & Sue Rogowski Family

Ellie Mental Health—

Downers Grove/Oak Brook

Hewlett Packard Enterprise (HPE)

Mesirow

Metropolitan Capital Bank & Trust

Northern Trust

Plante Moran

Prairie Capital

RSM US LLP

UBS Wealth Management

University of Illinois Foundation

University of Illinois Athletics

Vivaldi Capital Mangement

Transportation Sponsor:

Westmoreland Country Club | September 9, 2024

September 13 & 14, 2024