June 2016 eac handouts by USFMuma

Executive Advisory Council Meeting June 10, 2016

Welcome! Opening remarks Executive Committee established, two new members

State of the College General Updates Plusâ&#x20AC;Ś. Student presentation: Student Managed Investment Fund Faculty presentation: Externship Potential changes ahead: MIS name change, online MBA Discussion: MBA and EMBA: tuition reimbursement programs

Development Update Student presentation: Fox Sports U Networking: DBA students and 25 Under 25 honorees (atrium) Guest speaker: Joy Taylor 3

USF College of Business Executive Advisory Council Meeting Minutes – January 29, 2016

EAC members present: Terry Aidman, Barry Alpert, Brad Bernstein, Sandy Callahan, Craig Cuffe, Scott Fink, Robert Fisher, Brian Fuhrer, Steve Freedman, Steve Griggs, Linda Marcelli, Roxann Moore, George Morgan, Gregg Morton, Chip Newton, Joe Teague, John Townsend, Nick Vojnovic USF Participants: Lorie Briggs, Dan Bradley, Kaushal Chari, Gert-Jan de Vreede, Triparna de Vreede, Michael Fountain, Melody Hardy, Gigi Hawn, Irene Hurst, Anand Kumar, Moez Limayem, Debbie Lundberg, Jack Lynch, Kerry Myers, Uday Murthy, Jackie Nelson, Balaji Padmanabhan, Johan Perols, Jung Chul Park, Jackie Reck, Luke Richardson, Cyndy Sanberg, Ron Satterfield, Leslie Schipani-Anderson, Shivendu Shivendu, Liz Sismilich, Jared Williams Guests: Richard Corbett (potential member), Mary Babcock (student), Sridhar Chintha (student), Francis Gelormini (student), Francisco Perez Laras (student), Raneem Saqr (student), Caroline Schneider (intern) Handouts: handouts can be found here. I.

State of the College/ “Since we last met” Announcements a. Several new Muma faculty members were introduced to the group and remained for networking during the meeting and at lunch. b. After self-introductions by EAC members and faculty/staff, Moez Limayem opened the meeting by sharing a memory device from a recent Dale Carnegie training with the group, explaining that the college is training the trainers and testing a potential new course for all students, one that is intended to build students’ communication and relationship skills. EAC members enthusiastically supported the concept. Several EAC members, including Scott Fink, Bob Fisher, and Steve Griggs, pointed out that this is an area companies continually find needs improvement – both for new hires and current employees. In particular, EAC members said that anything that would help students start conversations, improve their networking skills, or build relationships would be worth an investment by the college. EAC members liked the idea of this being a required course for all business students. c. Limayem reviewed a number of activities that took place after the last EAC meeting. These include: • GRADUATION: December’s commencement exercises included 550 business graduates and the keynote speaker at graduate ceremonies was Sara Behnke, an MBA student who took lessons learned about sustainability and implemented them in her workplace (a local government office). Behnke specifically lauded faculty member Sharon Hanna-West during her speech. Limayem also noted that Tod Leiweke was presented with an honorary degree and USF’s Outstanding Graduate was Lynn Pippenger School of Accountancy student Mary Babcock. Babcock shared with the group her experiences in the college of business and how the programs she has experienced helped transform her into a budding professional. • WEEK OF WELCOME: The spring Week of Welcome event was held the first week of the semester, sponsored by GTE Financial. Limayem thanked EAC member Brad Baker for his help in securing sponsorship for the event. • DBA PROGRAM: The second DBA cohort began in January with 39 students accepted and enrolled (24 out of the 26 students in the inaugural cohort returned for year two). • NEW RANKING: The Center for Entrepreneurship was ranked #11 nationally among graduate entrepreneurship programs in 2015 by the Princeton Review and Entrepreneur Magazine. • FACULTY/STAFF AWARDS: Four faculty members (Jim Stock, Al Hevner, Michael Fountain, and Jackie Reck) were recognized for receiving prestigious faculty awards. Limayem introduced staff member Jack Lynch, who received USF’s Outstanding Undergraduate Advising Award. Lynch gave EAC members a brief glimpse into his job.

AACSB BOARD OF DIRECTORS MEETING: The AACSB board held its annual meeting in Tampa on January 9, bringing 25-35 deans from the best business schools in the world to the area. Limayem thanked EAC member Brian Fuhrer and faculty member Balaji Padmanabhan for presenting a recent research project at the meeting. Limayem also noted that Tampa Bay Lightning owner and civic leader Jeff Vinik joined him at the meeting for a presentation titled “The University, the B-School, and a Visionary Leader: Driving Change.” Limayem pointed out that these meetings help raise the college’s profile at AACSB and among peer schools. • SPORT LECTURE SERIES: The series was held Jan. 13-14, bringing leaders such as Papa John’s Founder John Schnatter, Philadelphia 76ers Owner CEO Scott O’Neil, and former WNBA President Donna Orender to campus. Limayem thanked EAC Steve Griggs for the Tampa Bay Lightning’s support – in kind and financially – with this and a number of Sport MBA program projects. • RESEACH SYMPOSIUM: In December, the college hosted its inaugural symposium, inviting business students at all levels to present their research in the atrium. USF Muma College of Business student Francis Gelormini took first place at the undergraduate level. His research examined the disparate sentencing of individuals and corporations following the great recession. Gelormini, who worked with faculty member Kerry Myers, gave a brief presentation of his research at the meeting. EAC members lauded Gelormini for the depth of his analysis; many seemed surprised that an undergraduate student would be able to complete such a project. d. Limayem shared information about a few potential changes ahead. These include: • ONLINE MBA: The college is working with Colloquy and Kaplan to create an online MBA program • NAME CHANGE: Effective in August 2016, the college is changing the name of the undergraduate MIS program to Bachelor of Science in Business Analytics and Information Systems. This change is intended to more accurately represent the program’s emphasis on analytics and business intelligence. Discussion Item: Professional MS-MIS, Analytics & Business Intelligence Track a. Ron Satterfield explained that the college may start a new MS MIS program in the fall, seeking EAC feedback on the proposed program. Satterfield reviewed information about the target audience for the program, the competitive landscape, price point, and envisioned curriculum. Satterfield pointed out that the college has held a number of focus groups with prospects or influencers and, as a result, plans to modify the curriculum to include more leadership and management elements. Satterfield said that the program will begin with a cohort of 20 students and then expand in the following years. b. Scott Fink asked if programs outside of the state had influenced the program; Padmanabhan said the program is very similar to the University of Georgia’s program. EAC members supported the program. Update: Internship Emphasis a. Cindy Sanberg spoke about the internship program, which is focused on second semester juniors or seniors who have a good GPA and are ready to hit the ground running. There are three types of internships ranging from paid, grants and internships for academic credit. b. Joe Teague complimented the program for being on the right track. The dean asked EAC members to share the mindset of businesses when it comes to having interns – as well as their advice for increasing corporate engagement. Gregg Morton spoke about Citigroup’s use of interns and how they are restructuring how they do things in terms of fitting internships into their recruiting strategies. Citi currently has 25 interns, 16 of them being USF students, and all have received job offers upon graduation. Citi has redesigned roles based on what they learned from their current student interns. Fink pointed out that students at many other universities or schools lack these kinds of opportunities because they aren’t located in a metropolitan area or the schools don’t make this kind of concerted effort. Future Events Lorie Briggs pointed out that invitations and RSVP particulars for specific events will be sent via email as each event draws nearer. Briggs noted the following events are “on deck” at the college: • USF NIGHT AT THE LIGHTNING will take place on Feb. 12. The college will host guests and judges from the Florida case competition at the game. It will also have a social for potential Executive MBA students at the game. •

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THE USF SPORT AND ENTERTAINMENT ANALYTICS CONFERENCE will be held Feb. 18-19, 2016 and will feature executives from the Orlando Magic, the Seminole Hard Rock Hotel & Casino Tampa’s VP of Marketing and the senior director of Pricemaster Product & Strategy at Ticketmaster/Live Nation. • THE 25 UNDER 25 COMPETITION will kick-off in February, sponsored (again) by T. Rowe Price. Briggs recognized several EAC members who have served as judges in the past: Linda Marcelli, Susie Rice, Bob Fisher, Joe Teague and Chip Newton; Newton has agreed to judge again this year. Brad Bernstein volunteered to serve as a judge for the program. The reception for the new group of honorees will take place on April 14 from 4-6 p.m. • “CONVERSATIONS WITH A CEO” is a new speaker series that the college is hosting, where CEOs speak about mistakes and/or lessons learned over their career. The inaugural breakfast event (free) will feature Jabil CEO Mark Mondello. It will be held on March 24 at CAMLS. • BBC – GROW FINANCIAL MIXER: Bob Fisher spoke about the upcoming BBC networking mixer, an event that allows BBC residents a chance to practice their newly learned networking skills. He noted that Grow Financial has sponsored this event for eight years and he urged EAC members to attend to help freshmen students practice their networking skills in a "safe” environment. Discussion Item: Leading change during move to a new budget model Moez Limayem asked for advice from the council, following up on a prior presentation to the EAC about USF’s move to a new budget model, Responsibility Center Management, which encourages colleges to take greater responsibility for revenue generation and spending decisions. Specifically, he asked EAC members for insight on leading change. Lively discussion followed. Some key recommendations: • BENCHMARKING: Bob Fisher recommended that the school sets up goals on how it will benchmark itself against other units (and its own goals); the dean explained that the state sets those parameters. Marcelli talked about the importance of making metrics transparent and how goals should be negotiated in the beginning of the year. Some EAC members suggested creating a dashboard to track key metrics – one that is shared with employees. Roxann Moore discussed how the goal is to change culture, which means it should be more about vision and being emotionally connected to it. She suggested that while all metrics should be tracked, the college should, at first, identify the top two or three that are really important and continually share updates on those – doing so while connecting them to emotional responses. Steve Griggs talked about how everyone has to have ownership in the budget and that everyone needs their own goals, objectives and incentives. • MAKE IT PERSONAL: Linda Marcelli emphasized that the college should strive to make the change personal – about them – so that employees understand the importance of this kind of shift. • COMMUNICATE WELL AND FREQUENTLY: Several EAC members noted the importance of communications during the process, particularly when it comes to what the employees will get out of the change. EAC members said the college should address unvocalized fears employees may have (how will this impact job security, the survival of the college, student success, how it will impact research, etc). Several EAC members noted the importance of “making sure everyone is singing from the same sheet of music,” indicating that employees need to not only be aware of the metrics but that managers should have a unified message when it comes to sharing information about the change with employees. Linda Marcelli pointed out that those singing from the proverbial music sheet should do so with conviction; they must believe in the change. This lively part of the discussion can be summarized as follows: build confidence, have a simple, unified message, communicate frequently, sit down one-on-one with those not getting the message. • HAVE A KICK-OFF: Bob Fisher also noted that, at some point, the dean will have to have a kick-off, a “get on the bus” meeting of sorts. Fisher recalled that for his firm, a meeting was held at the Tampa Convention Center, with a bus parked in front of the building – illustrating the analogy best-selling author Jim Collins used in his “Good to Great” book. Grow leadership at the meeting told employees that they could get on the bus or get off the bus – and they could determine where they sit on the bus – but, either way, the bus is moving forward. Fisher said that if you have the right people on the bus, the •

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problem of how to motivate and manage people largely goes away – as long as you communicate with them and recognize successes. CELEBRATE ALONG THE WAY: Bob Fisher asked if the college celebrates its successes enough, pointing out that his firm does this with small things – peer recognition, small gift certificates, trophies, taking employees to Busch Gardens, etc. He said recognition can be helpful during a major change. CONSIDER ASKING FOR GUIDANCE: Craig Cuffe suggested that the college look into hiring outside consultants to assist with the change, noting that he would share contact information from a recent consultant his company used for a similar large-scale paradigm shift. John Townsend suggested that some EAC members could serve as mentors to department chairs as the change begins. White board notes from the discussion:

Development Update a. Liz Sismilich reported on two campaigns: • The college has raised $14,947,515 toward its $15 million annual fund raising goal. • The college has raised $82,171,791 toward its $37 million Unstoppable campaign goal. b. The Celebration of Free Enterprise honoring Jeff Vinik was held in October. Sismilich reported that the event, which has not been held since 2012, had a net of $89,516. She thanked EAC members who bought tables or who secured corporate sponsorships for the event, namely Sandy Callahan, Henry Gonzalez, Lisa Simington, John Townsend, Les Muma, and Joe Teague. The 2016 event will honor HSN’s Mindy Grossman and is slated for October 27 at the Westin Harbor Island. c. The Executive Bulls program had its first event at Pam and Les Muma’s home in December. A list of members was shared and EAC members who have joined the group were lauded (Brad Bernstein, Ron Floto, Fred Meyer, George Morgan, Les Muma, Steve Oscher, Susie Rice, John Townsend, Nick Vojnovic). d. Chip Newton reminded EAC members of the need to “give or get” financial support for the college. Student Presentation: Turning Points A team of students gave a presentation on the Turning Points organization and the case of homelessness in reference to the valuation of social goods. A story on the project can be found here. After their presentation, the meeting concluded with an informal luncheon. Dates to Remember Future EAC Meetings (all 8:45 a.m. – 1:00 p.m. ) June 10, 2016, Sept. 30, 2016, Jan, 27, 2017 Additional calendar reminders: 2/18-19, Marriott Waterside, Sport Analytics conference 3/20, 4-6 p.m., USF Juniper-Poplar Hall, BBC Open House

3/24, 7:30 a.m., USF CAMLS, Conversations with a CEO 3/29, 6 p.m., Grown Financial BBC Networking Event 4/14, 4-6 p.m., Busch Gardens, 25 Under 25 reception 8/26, 11:45 a.m., USF Marshall Center, Scholarship Luncheon 10/27, 6 p.m., Westin Harbor Island, Celebration of Free Enterprise honoring HSN’s Mindy Grossman

Gene Lunger

Executive Vice President – Retail Operations Ashley Global Retail – Ashley HomeStores Education: University of South Carolina Moore School of Business Bachelor of Science – Marketing & Management Gene Lunger is the executive vice president for Ashley Global Retail, the largest Home Furnishings Retailer in the United States and Canada. Ashley Furniture Industries – AGRs parent company – is the largest manufacturer of furniture in the world, doing business in 123 countries in addition to its US presence. Ashley is a privately owned “end-to-end” supply chain powerhouse, designing, building, distributing, retailing and delivering more than 30 million pieces of furniture every year. Lunger has 30 years of experience in the Home Furnishings Industry, having spent the first stages of his career with South Florida regional giant City Furniture as vice president of sales. Lunger joined the Ashley Corporate team and moved to Tampa on January 1, 2015. Lunger’s responsibilities include leading retail store operations across the U.S. for the mega-retailer, as well as driving Education and Talent Management functions in support of their scaled growth. Lunger’s aggressive approach to business and life is reflected in his ongoing love of nature and the mountains, where he manages risk and chases the highest and most technical summits in America. When not at work in Ybor City or in markets across the U.S., Lunger can be found on his paddleboard or kayak in the Tampa Bay backcountry, or planning his next mountain adventure.

Stacey Allaster Chief Executive, Professional Tennis, USTA Stacey Allaster is the Chief Executive, Professional Tennis, with the United States Tennis Association. In this role, Allaster is tasked with setting the strategic vision for the USTA’s pro tennis division – including oversight of the U.S. Open, Emirates Airline US Open Series, Davis Cup, Fed Cup and more – and working closely with the USTA board of directors and the USTA pro tennis staff to ensure the continued viability of professional tennis in the United States. Allaster will split her time between the USTA’s national headquarters in White Plains, NY, and the USTA National Campus in Orlando, Fla. The USTA National Campus, which will be home to USTA Player Development and USTA Pro Circuit staff, is currently under construction and slated to open later this year. Allaster has a long history in tennis. She began with her first job, at age 12, cleaning red clay courts at a community club, and was active in the sport through high school and college. After a post-college stint at the Ontario Tennis Association, Allaster joined Tennis Canada, where she served in a variety of positions that included tournament director of the Canadian Open in Toronto, now known as the Rogers Cup. At the time, she was the only female tournament director within the nine-tournament ATP Masters Series. She also served as the vice president of sales and marketing for the national governing body of tennis in Canada. In 2006, Allaster was hired as president of the WTA, and three years later she was promoted to chairman and CEO, holding that title until she left the organization in October 2015. During her tenure at the WTA, Allaster generated an estimated $1 billion in diversified contracted revenues; built and grew the brand globally, with an emphasis in Asia; transformed the WTA Finals into a 10-day sports and entertainment extravaganza; maximized the fan experience through product innovations in media, data and technology; and secured a 10-year media agreement, the largest live media rights and production venture in women’s sports history. Along with helping to ensure the financial success of the sport, Allaster was a strong advocate for women’s tennis, its promoters and athletes, and played a lead role in driving prize money growth – including equal prize money at Roland Garros, Wimbledon, the WTA Finals and the four Premier Mandatory WTA events (Indian Wells, Miami, Madrid and Beijing). Among her numerous honors, Allaster has been named the Sports Media Canada Executive of the Year, the WISE Woman of the Year and a Sports Business Journal Gamechanger. She was also 9

recognized by Forbes as one of the top 10 most powerful women in sports, and in 2015, she was recognized and commended by the International Tennis Hall of Fame for her contributions to the sport. Allaster, 52, is a graduate of the University of Western Ontario, from which she received both her bachelorâ&#x20AC;&#x2122;s degree and an honorary doctorate of law. She also has an MBA from the Ivey School of Business in Canada. In 2015, she became a citizen of the U.S., where she lives with her husband and two children.

Executive Advisory Council - Member List Terry Aidman 4925 St. Croix Dr. Tampa, FL 33629 Phone: (813) 215-6257 Email: terryaidman@icloud.com Stacey Allaster Chief Executive, Professional Tennis United States Tennis Association 4143 Bayshore Blvd NE St. Petersburg, FL 33703 Phone: 914-696-7020 Cell: 727-403-4382 Email: Stacey.Allaster@usta.com Assistant: Dara Gittelman, dara.gittelman@usta.com Barry M. Alpert Senior Vice President, Investments Raymond James 2401 West Bay Drive Largo, FL 33770 Phone: 727-584-8615 Cell: 727-588-2619 Email: barry.alpert@raymondjames.com Assistant: Christine Hagerson, christine.hagerson@raymondjames.com Brad Baker Chief Financial Officer GTE Financial 711 E Henderson Ave Tampa, FL 33602 Email: Brad.Baker@gtefinancial.org Phone: 813.414.6500 Cell: 813.404.4960 Brad Bernstein Partner SE Capital, LLC 155 N. Wacker Drive, #4660 Chicago, IL 60606 Phone: 312-425-2787 Cell: 847-778-4145 Email: bernstein@secapital.com Marc Blumenthal President â&#x20AC;&#x201C; Human Capital Management Tribridge 4617 W. Lowell Ave. Tampa, FL 33629 Cell: 813-789-5655 Email: marc@mblumenthal.com

Sandy Callahan Chief Financial Officer TECO Energy PO Box 111 Tampa, FL 33601-0111 Phone: 813-228-1614 Email: swcallahan@tecoenergy.com Assistant: Susie Fagan, sgfagan@tecoenergy.com Craig Cuffe President Kabelink Communications 5510 W. Hesperides Tampa, FL 33614 Phone: 813-874-1500 Email: ccuffe@kablelink.com Jim Dean Park President Busch Gardens and Adventure Island 3605 E. Bougainvillea Ave. Tampa, FL 33612 Phone: 813-987-5300 Email: Jim.dean@buschgardens.com Assistant: Colleen Roop, colleen.roop@buschgardens.com Robert Dutkowsky CEO Tech Data Corporation 5350 Tech Data Drive Clearwater, FL 33760 Phone: 727-532-8040 Email: bob.dutkowsky@techdata.com Assistant: Franki McCracken, franki.mccracken@techdata.com Scott Fink CEO CEO/Hyundai of New Port Richey, Hyundai, Mazda, Chevrolet of Wesley Chapel, Hyundai of DeLand 3936 U.S. Highway 19 New Port Richey, FL 34652 Phone: 727-331-8664 Cell: 727-224-2462 Email: ceo@hyundaiofnewportrichey.com Robert Fisher President & CEO Grow Financial Federal Credit Union PO Box 89909 Tampa, Fl. 33619 Phone: (813) 837-2451, ext. 2502 Email: bob.fisher@growfinancial.org Assistant: Sharon Knauer, Sharon.knauer@growfinancial.org 11

Ron Floto Director of Strategic Development Fintech 6019 Beach Shores St. Tampa, FL 33616 Phone: 813-287-2236 Cell: 813-528-0330 Email: rfloto@verizon.net Steven D. Freedman President Freedman’s Office Furniture & Supplies 5035 West Hillsborough Avenue Tampa, FL 33614 Phone: 813-875-7775 Cell: 813-245-2479 Email: sfreedman@freedmansonline.com Assistant: Alex Pitkevitsch, 813-470-7019, apitkevitsch@freedmansonline.com Brian Fuhrer SVP, National & Cross-Platform TV Audience Measurement Nielsen 501 Brooker Creek Blvd. Oldsmar, FL 34677 Phone: 813.366.4023 Alternate Phone: 727.235.2086 Email: Brian.Fuhrer@nielsen.com Assistant: Linnea Kaplan, 813-366-5137, Linnea.Kaplan@nielsen.com Henry Gonzalez Florida Market President Mutual of Omaha Bank 302 N. Dale Mabry Highway Tampa, Florida 33609-1239 Phone: 813-341-4345 Cell: 813-784-8070 Email: Henry.Gonzalez@mutualofomahabank.com OR hg3gator@verizon.net Steve Griggs President Tampa Bay Sports & Entertainment 401 Channelside Drive Tampa, FL 33602 Phone: 813-301-6680 Cell: 813-440-8513 Email: SGriggs@amaliearena.com Assistant: Kelly Levine, klevine@amaliearena.com

Gene Lunger Executive Vice President Ashley HomeStore 1670 E. 8th Avenue Tampa FL 33605 Cell: 954-732-1769 Assistant: Ruthie Bautista, rbautista@ashleyhomestore.com

Linda Marcelli Lucky’s Real Tomatoes 5200 31st Avenue S. Gulfport, FL 33707-5624 Cell: 727-639-3333 Email: bezippy@gmail.com Fred A. Meyer P. O. Box 338 Lutz, FL 33548 Phone: 813-949-4777 Cell: 813-267-9441 Email: fred_meyer@me.com Roxann W. Moore Executive Vice President/Commercial Executive SunTrust Bank 4412 48th Ave. S. St. Petersburg, FL 33711 Phone: 407-237-4846 Cell: 727-641-4412 Email:Roxann.moore@suntrust.com Assistant: Bonnie Singletary, Bonnie.singletary@suntrust.com George Morgan 7324 Riviera Cove Lakewood Ranch, FL 34202 Preferred Phone: 941-822-8454 Cell: 941-320-0630 Email: gdmorgan.gobulls@gmail.com Gregg Morton Site President Tampa Citigroup 3800 Citigroup Center Drive (A3/05) Tampa, FL - Florida 33610 Email: gregg.morton@citi.com Phone: 813-604-3523 Assistant: Angelique Bracetty or Susan Torge (angelique.bracetty@citi.com or susan.torge@citi.com) Frank L. Morsani President Automotive Investments 16007 N. Florida Avenue Lutz, FL 33549 Phone: 813-963-6757 Email: ainvestm@tampabay.rr.com Assistant: Terri Suit Leslie M. “Les” Muma 100 Palmetto Road Bellaire, FL 33756-1428 Phone: 727-584-7877 Cell: 727-483-3188 Email: lesmuma@tampabay.rr.com

Chip Newton 501 Brightwaters Blvd. NE St. Petersburg, FL 33704 Phone: 917-856-0118 Email: chip@rnewton3.com

David G. “Dave” Shell 828 S. Bayside Drive Tampa, FL 33609 Phone: 813-928-8089 Email: davidgshell@gmail.com

Steven S. “Steve” Oscher Owner and President Oscher Consulting 201 N. Franklin Street, #3150 Tampa, FL 33602 Phone: 813-229-8250 Email: soscher@oscherconsulting.com Assistant: Tara Puigdomenech, tpuigdom@oscherconsulting.com

Lisa Simington President – Florida West Region BNY Mellow Wealth Management 4488 Boy Scout Blvd., #350 Tampa, Florida 33607 Phone: 813-405-1239 Email: Lisa.Simington@BNYMellon.com Assistant: Diane Nygaard, diane.nygaard@bnymellon.com, 239919-5524

Scott I."Skipper" Peek, Jr. Vice President, Commercial Sales & Development Lake Nona Development 9801 Lake Nona Road Orlando, FL 32827 Phone: 407-851-9091 Email: speek@lakenona.com Assistant: Rosetta Johnson, 407-816-6678, rkjohnson@tavistock.com David Pizzo Market President Florida Blue 4350 W. Cypress St., #400 Tampa, FL 33607 Phone: 813-882-7992 Email: david.pizzo@floridablue.com Assistant: Betty Ann Borchardt, 813-882-7967, betty.borchardt@floridablue.com Jeff Reynolds Senior Vice President The Reynolds Group at Morgan Stanley Smith Barney 18302 Highwoods Preserve Parkway, #100 Tampa, FL 33647 Phone: 813-903-3032 Email: Jeffrey.Reynolds@mssb.com Assistant: Lindsey Alexander lindsey.alexander@mssb.com Susie Levin Rice President RMC Property Group 8902 N. Dale Mabry Highway, #200 Tampa, FL 33614 Phone: 813-960-8154, x 227 Email: srice@rmcpg.com Assistant: Kim Johnson, kjohnson@rmcpg.com Scott Riley Chief Executive Officer FinTech 3109 W. Dr. Martin Luther King Jr. Blvd., #200 Tampa, FL 33607 Phone: 813-288-1980 Email: rileysp@fintech.net Assistant: mrogers@fintech.net x 3833

Joseph P. “Joe” Teague Northwestern Mutual Financial Network/ The Teague Financial Group 17002 Abastros De Avila Tampa, FL 33613-5214 Phone: 813-837-3440 Email: joe.teague@nmfn.com John Townsend Vice President T. Rowe Price Services 4211 W. Boy Scout Blvd. TA-0806 Tampa, FL 33607 Phone: 813-554-4040 Email: john_townsend@troweprice.com Assistant: Juanita Sanchez, Juanita_Sanchez@troweprice.com Nick Vojnovic CEO Little Greek Restaurants 3424 Cypress Landing Drive Valrico, FL 33596-9223 Phone: (813) 245-3934 Email: nick@mylittlegreek.com or nick.vojnovic@gmail.com Bill West President & CEO The Bank of Tampa PO Box 1 Tampa, FL 33601 Phone: 813-872-1202 Cell: 813-870-3275 Email: BWest@bankoftampa.com Assistant: Lynn Grant, lgrant@bankoftampa.com Frequent Guest:

Dick Corbett CEO Corbett Office 509 Guisando de Avila-Suite 201 Tampa FL 33613 Email: rcorbett@RACFL.com Phone: 813-264-6128 Assistant: Jennifer Kent, jkent@RACFL.com

Nominating Members EAC by-laws: 35-50 members Current count: 36 members Nomination form is in handouts Craig Cuffe has submitted first nominee Diversity is important: gender, ethnicity, age, industry

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This document made or received by a USF Foundation agent in connection with the transaction of business by the USF Foundation. This document may be confidential and exempt from F. S.Ch. 119 per F.S. 1004.28(5).

State of the College Moez Limayem

USF accounting grad among top performers on 2015 CPA exam A USF accounting grad is among 75 certified public accountant candidates nationwide honored for their scores on the CPA exam. Bei Ye, who graduated in 2014 from the undergraduate program at the USF Lynn Pippenger School of Accountancy, was one of the recipients of the 2015 Elijah Watt Sells award. The award honors CPA candidates who pass all four sections of the CPA exam on the first try with an average score above 95.5 percent. Ye is now working as a tax associate for PricewaterhouseCoopers in Phoenix, Arizona. According to the American Institute of CPAs, a total of 93,742 individuals sat for the examination in 2015, with only 75 qualifying for the award. Ye, who also holds a master’s degree in accounting, named Instructor Katie Davis as her favorite teacher at USF and said the fundamental accounting concepts she learned in her undergraduate courses helped prepare her for the CPA exam. “She taught my Intermediate I course, and she really laid a solid foundation for my accounting studies later on,” she said. Ye also said taking a Becker FastPass course, at the encouragement of Lynn Pippenger School of Accountancy Director Uday Murthy, allowed her to put all of her energy into preparing for the exam over the summer. “We are very proud of Bei Ye,” Murthy said. “Being recognized as an Elijah Watt Sells award winner is indeed a very significant accomplishment. Not only is it a testament to Bei’s academic ability and hard work, but it also speaks to the quality of the accounting program in the Lynn Pippenger School of Accountancy.” Ye’s advice to students hoping to do well on the CPA exam is to pack the sections of the exam close together to maximize their focus. “Just get it done while you’re still a student,” she said. “When you drag it out longer, you get tired.”

Case Competitions Business students work in teams to address a strategic issue for an organization. Students have 24 hours from the time they are told the name of the company and the case issue until when they have to present a solution to a judging panel made up of executives from the organization. Winning team receives award that varies (based on type of competition, funding, sponsorship). Typically $100/student undergraduate, $500/student graduate, $2,500/student for intercollegiate competitions. Four competitions yearly; student qualifications • Undergraduates (twice yearly): seniors taking capstone Strategic Management course • Graduate: students enrolled in a master’s or executive program

• Intercollegiate Case Competition: students from USF, UF, FSU, UMiami, FIU and other

universities who are enrolled in a master’s or executive Program

Mike Bowen and Doreen MacAulay are faculty leads 21

Help Us Connect to Others! It has been quite a few years since some of these firms have been case companies. Need four companies per year! Form to commit your firm to be a case company is in your handouts Kindly refer other companies!

Also: thanks to EAC members who have served as judges: Steve Oscher, Nick Vojnovic, Lisa Simington. All are welcome to judge! 23

Case Competition Company Recommendation We need four case companies per year. Case companies do not have to be local (national companies are terrific!) and cases are customized based on the company and the particular issue that it would challenge students to solve. Case companies work closely with USF Muma College of Business faculty to write the case and to determine which materials will be shared with teams at the conclusion of the case reveal. Case companies must provide access to executives during the competition. Top leadership typically present the case to students and they often serve as judges, evaluating ALL of the competing team presentations and determining which teamâ&#x20AC;&#x2122;s solutions best address the issue at hand. _____ My company would be interested in being a case subject. Please connect with _______________ via email _______________________ or phone _________________ to discuss what it takes to become a case company. _____ I would like to refer companies to you for future competitions. Please contact me to discuss. Optional: please provide the names of potential case companies that you can help connect to USF Muma College of Business: _______________________________________________________. _____ My company would be interested in financially sponsoring future case competitions. Please contact me to discuss. Name: ______________________________________________________________________________ Company: ___________________________________________________________________________

Florida Blue Healthcare Innovations Pitch Shark Tank-style event Sponsored by Florida Blue and hosted by the USF Center for Entrepreneurship. Gives students from universities across Florida a chance to compete for $20,000 in cash and prizes by pitching their idea for an innovation in healthcare. Story about some of the innovations in your handouts. 27

Eye disease diagnosis, hand sanitation, and self-powered battery take top prizes in Florida Healthcare Innovation Pitch Competition University of South Florida PhD student Gabriel Saffold’s idea for the next big thing in healthcare came from his young son’s beloved toy. When Jingly the Camel’s battery died, electrical engineering student Saffold discovered the process was far more complicated than replacing the batteries in a remote control. He had to buy a specific battery, tear the stuffed animal apart, replace the battery, and sew Jingly back together. The experience got him thinking about “what happens to something we love when the battery runs out,” he said. And for many people with surgically implanted medical devices, such as pacemakers, batteries last between six to 15 years - far from a lifetime. So Saffold came up with a solution a battery that would harvest energy from body heat to power itself. That idea took third place in the most recent Florida Healthcare Innovation Pitch Competition on April 6 - a Shark Tank-style event sponsored by Florida Blue and hosted by the USF Center for Entrepreneurship. The competition gives students from universities across Florida a chance to compete for $20,000 in cash and prizes by pitching their idea for an innovation in healthcare. “It’s inspiring to see students from all across Florida with these ideas for revolutionizing the healthcare industry, both as an entrepreneur and an educator” said Michael Fountain, director of the Center for Entrepreneurship and a serial entrepreneur in the healthcare field. “This year was particularly exciting because nearly every finalist had a working prototype or existing service.” University of Central Florida medical student Jae Kim took first place with his platform that allows doctors to diagnose eye disease faster and more accurately than with currently available methods. His iSmart invention is a platform that uses photos of the eye and, using mathematical algorithms, amplifies the difference between healthy and unhealthy eye tissue. It would also allow those in remote areas without much access to modern medicine to get a diagnosis through telemedicine. Fifteen innovations were finalists, with students from eight universities and colleges statewide competing. Kim, a former engineer, told the panel of judges that creating inventions such as iSmart was his lifelong dream. 28

“I came to medical school to do exactly what I’m doing here today,” he said. Kim won $10,000 and a one-year Executive Membership to the GuideWell Innovation CoRE (Collaborative Resource Ecosystem) valued at $2,499. GuideWell Innovation is Florida Blue’s sister company providing incubation, acceleration and commercialization for health care entrepreneurs and start-ups. The GuideWell membership provides assistance turning ideas into health solutions, the ability to collaborate with innovation leaders, coworking space in the GuideWell UST Global Innovation Center, advance market intelligence and access to exclusive research and development insights. Second place and $5,000 went to Florida Gulf Coast University students, including biomedical engineering undergraduate student presenter Allison Sundermeier, for their motion-activated “Illumitize” system that would flash red or green lights to promote hand sanitation in hospitals. Saffold won $2,500 for his battery idea. Other ideas from presenters included a babysitting service for children with diabetes, a low-cost scanner to help fit prosthetic limbs, and an app that allows patients to videochat with pharmacists. The judging panel evaluating the presentations included GuideWell Senior Business Innovation Director Chris Hillier, along with local business professionals, judges from the National Academy of Inventors, and USF faculty. Florida Blue Market President David Pizzo told competitors that innovations like theirs are a core part of what Florida Blue’s mission in the healthcare field - finding solutions to the myriad problems present in the health industry today. This is the fourth year that Florida Blue has sponsored the competition. “We’re a health solutions company, not just a healthcare company,” he said. “These ideas are the kind of health solutions we need to help transform how people and communities receive and experience healthcare in the future.”

Fintech Business Plan Competition Eighth annual competition, 10 competing pitches $15,000 to Alana Posluszny and LiveArt Laboratories Runners up: Tembo and Tampa Bay Holsters

A conversation with KENNETH FELD Wednesday, September 28, 8:30 a.m. CAMLS - Center For Advanced Medical Learning And Simulation 124 South Franklin Street | Tampa, Florida 33602

Photo to go here

Kenneth Feld is the CEO of Feld Entertainment, a threegeneration family business bringing live entertainment to audiences across the globe. Best known for Ringling Bros. and Barnum & Bailey productions, Feld Entertainment now owns and operates notable productions such as Monster Jam and Disney On Ice. Please join us to learn more about Feld Entertainment and its leadership principles.

For more information and RSVPs visit 32 bit.ly/convoceosept16

A conversation with BOB DUTKOWSKY Thursday, November 17, 8:30 a.m. Centre Club, 123 S Westshore Blvd #8, Tampa, FL 33609 Bob Dutkowsky is the CEO of Fortune 500 Tech Data, one of the worldâ&#x20AC;&#x2122;s largest distributors of IT products and services from leading technology companies, including Microsoft and IBM. With more than 30 years of experience in the IT industry, Dutkowsky oversees all aspects of the companyâ&#x20AC;&#x2122;s worldwide operations. Please join us to learn more about Tech Data Corporation and its unique position in the IT supply chain.

For more information and RSVPs visit 33 bit.ly/convoceonov16

25 Under 25 Sixth year Sponsored by T. Rowe Price Terrific judges (see booklet) Several honorees will join us for lunch today Honoree Zoe Knapke was named â&#x20AC;&#x153;Most Remarkableâ&#x20AC;? for 2016 Zoe is part of the next group presenting from the Student Managed Investment Fund

STUDENT PRESENTATION: Student Managed Investment Fund

Student Managed Investment Fund

APPLIED SECURITIES ANALYSIS Investment education with real results OUR APPROACH Given the complexity of today’s financial markets, financial firms must have highly trained and skilled employees who are well-versed in the thought processes, technologies, and strategies of portfolio management and can hit the ground running. Since 2010, the USF Muma College of Business has met this demand through its Student Managed Investment Fund that provides top finance majors a realtime and hands-on experience. Students in the program become well-versed in stock analysis, evaluation and sales presentation leading to the purchase of securities through the Student Managed Investment Fund. The investment fund is governed by an advisory board comprised of financial services industry professionals who grill students on their pitches and evaluate student ideas. They offer feedback and help students understand how the classroom lessons play out in the industry. These business leaders share their expertise and interact with students during their presentations. These seasoned corporate partners often extend internship opportunities to students.

ABOUT OUR PROGRAM The rigorous, two-semester Applied Securities Analysis course, which is a signature part of the finance program, requires students to use their finance education in a real-world application. Student analysts manage a portfolio of assets donated to the USF Foundation for this specific purpose. This provides valuable hands-on experience. The portfolio’s stocks are all selected and monitored by students. The course is divided into three parts: •

Students begin with a rapid and intense review of investment fundamentals as well as the tools, techniques, and philosophies that underlie security analysis and selection.

•

Individual and team analysis of stocks that may be undervalued and identification of stocks which offer the potential for superior investment performance.

•

Students present and defend stock selections orally and in writing to faculty and advisory board members. Students who provide a compelling and persuasive valuation have their suggested stocks purchased and added to the ASA portfolio. 38

MORE THAN

USF STUDENT STOCK PICKS CONSISTENTLY OUTPERFORM THE MARKET

60 PROFESSIONALS & 40 FIRMS

The active portfolio beat the benchmark

REGULARLY ENGAGED IN THE PROGRAM

year-to-date by over 200bp

GRADUATES ARE ACCEPTING JOBS WITH SALARIES THAT ARE MORE THAN

SEPTEMBER 2015

50% HIGHER

THAN SALARIES OF OTHER USF FINANCE GRADUATES Graduates accept jobs in highly competitive firms and industries. CARL-HARRY DOIRIN CHICAGO Equity Research Associate Raymond James Financial, Inc. CHRIS GRYNIEWICZ TAMPA Equity Research Manning & Napier Advisors BIANCA RODRIGUEZ ST. PETERSBURG Options Analyst Raymond James Financial, Inc. JOSHUA GOLDBERG CHICAGO Equity Research Associate Raymond James Financial, Inc. JULIO NOVO BALTIMORE Equity Research Associate Analyst39 T. Rowe Price

PROGRAM FEATURES Significant community involvement OUR ADVISORY BOARD Outside advisors to the students support the program by participating in the stock pitch portion of the class and by formally mentoring the students. The advisory board is comprised of seasoned financial professionals from Tampa Bay and beyond. USF alumni from Chicago, San Francisco, and Miami frequently travel back to USF to participate in the student pitch sessions. To reflect the real world, advisors challenge students on valuation and fundamentals and require the studentsâ&#x20AC;&#x2122; full understanding of the business model. These questions come from individuals who have been in the field for years. This approach trains students who can succeed in any environment.

EXPECTATIONS OF OUR STUDENTS All USF finance majors are required to take entry-level and advanced courses focusing on investments. Selected participants in the Student Managed Investment Fund are allowed to take an additional two-semester Applied Securities Analysis course. Students are invited to apply to for this highly selective course based on their academic performance, the rigor of courses taken, and faculty recommendations. Prospective students must interview for the program – they must make a two-semester, 40+ hour per week commitment to the program – and complete more than 200 hours of work during the summer. Students perform 100 percent of the portfolio management and analysis. The level of effort shows in the results.

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PROGRAM CURRICULUM Incorporating analysis and critical thinking OUR ASSET MANAGEMENT FOCUS The Applied Securities Analysis course is designed to develop the analytical skills and competencies that underlie security selection. The team-based environment allows students to accomplish something far beyond what is typically done in a classroom setting and teaches them to perform at a high level in a real-world environment. This approach prepares students for success in many finance professions. Course projects include: • • • • • • • • • • • • •

Analyzing macro-economic drivers Analyzing stock market valuation Analyzing the main industry sectors that comprise the stock market Analyzing the recent financial crisis/great recession Identifying stock market anomalies Identifying and explaining how to use various data sources Analyzing the existing Student Managed Investment Fund portfolio Covering and reporting material from the financial press Developing and justifying stock screening techniques Writing and presenting summaries of important books relevant to the course Assessing the value of analyst recommendations and reports Identifying factors that can be used to identify unusually good investment opportunities Identifying and analyzing unusually good investment opportunities

•

Visiting top financial firms to present research and stock ideas

The finance and investment lessons are taught by experienced and well-credentialed faculty. Understanding that these top students need more than just the industry knowledge to succeed, faculty who are experts in business communications and other “soft skills” help bolster these young scholars’ presentation and networking skills. Students also learn the importance of professional development and improve upon their business dining skills!

ANALYSTS Success through hard work Austin Boyle Honors College student Austin Boyle learned the importance of hard work, teamwork and leadership as a member of the Delta Chi fraternity and as a player on the USF’s Men’s Lacrosse team. Majoring in finance with a minor in leadership, Boyle has studied abroad and has traveled to nearly a dozen countries on three continents. On one of these trips, he ran with the bulls in Pamplona, Spain. Boyle served as an intern at Ameriprise Financial, where he got his first taste of the finance industry. He expects to graduate in 2016. Hailey Davis Finance major Hailey Davis is the first person in her family to attend college. After graduating high school a year early, she developed a passion for the financial markets. Davis learned the value of hard work after working in her family’s organic peach orchard and serving as an intern for JPMorgan Chase and Ballast Point Ventures. She aspires to work as an equity research analyst in Tampa.

Isabella Duarte Isabella Duarte’s road to USF traversed three continents. A native of Sao Paulo, Brazil, Duarte studied abroad solo in New Zealand where she learned English when she was 16 years old. Later, she came to America to study finance because of its well-developed financial markets. She has held three internships: one in Brazil at an import company and two in Tampa at AXA Advisors and InvestAmerica Capital Advisors. She speaks Portuguese, English and Spanish, skills which she hopes will help her land a career as an international investment manager. Rick Eldee Rick Eldee came to USF as a biology major because his family expected him to pursue a career in medicine, much like the rest of his family. Strong willed, Eldee changed his major to finance two years later and hopes to learn more about portfolio management and career opportunities in the industry. The Tampa native has earned a perfect GPA in his new major. His hobbies include football and fishing.

Gino Jo Finance major Gino Jo studied abroad at the University of Exeter in the United Kingdom in 2014, where he concentrated on economics and participated in the university’s Student Managed Equity Fund through its Business & Finance Society. The first person in his family to pursue a college degree, Jo is also studying economics as a minor and is the vice president of the Student Finance Association. He is a healthcare mergers and acquisitions analyst at Crosstree Capital Partners. He previously interned with JPMorgan Chase in Tampa. A native of Peru, Jo is bilingual and during his free time enjoys traveling and digital photography. Dylan Kesterson Dylan Kesterson has several years of experience in retail and door-to-door sales, but an interest in real estate investing ignited his passion for learning about the financial markets and the operations of business. Kesterson loves the idea of competing with a team, and in his free time he is most likely watching sports. Kesterson is a member of the National Society of Leadership and Success, and he aspires to become an investment portfolio manager. He plans to earn an MBA and the CFA designation after gaining experience in the finance area. Zoe Knapke Honors College student Zoe Knapke will graduate in 2016 with a finance degree. Her passion for financial analysis led her to pursue an internship at Jabil Circuit where she assisted the financial planning and analysis team. Knapke is actively involved on campus, serving as an officer of the Student Finance Association, Alpha Delta Pi, and the Chinese Culture Festival Club. Her engagement has not come at the expense of academics: she has maintained a 3.9 GPA. When she is not following the markets, Knapke enjoys working as a marketing team member with Red Bull and playing tennis. Bradley Gordon, Jr. Bradley Gordon, Jr. has always been interested in studying business, and after watching the market crash in 2008, he decided to study finance in order to learn more about opportunities in the market. While studying at USF, he was the lead mechanic in North America for a cycling corporation, and is now interning as an analyst in the risk division of FIS Global. He is the marketing chair on the executive board of the Student Finance Association. He will graduate from the finance program in 2016.

Santiago Iguaran A native of Bogotá, Colombia, Santiago Iguaran is fluent in both English and Spanish. He came to the United States six years ago to pursue opportunities that were not available to him in his country. He has clearly succeeded, as he has earned a 3.97 GPA, is a member of Beta Gamma Sigma honor society, and was selected for USF’s 25 Under 25 program in his junior year. Additionally, Iguaran has received multiple scholarships and funded his own education. He plans to pursue a master’s degree in finance and the CFA certification. 45

ANALYSTS Success through hard work Brandon Moore Brandon Moore developed his passion for understanding the global economy during the Great Recession. Ethics and asset protection fueled his interest and led him to pursue a career in investment valuation. Few students can consider their mother a classmate, but Moore started his college career taking classes with his mother while she finished her associate degree at Hillsborough Community College. After graduating in 2016 with a degree in finance and a minor in economics, Moore will take the CFA exam. Bridget Parsells Bridget Parsells is a self-motivated student originally from the New York City metropolitan area. The first person in her family to pursue a college degree, Parsells moved to Tampa on her own to study finance at USF. She values her education, independence, and ability to support herself through working while in school. Parsells aims to manage investments for a financial firm in Manhattan. She also aspires to open her own public art gallery.

Heriberto Ramos A junior majoring in finance, Heriberto Ramos developed his interest in financial markets due to his admiration of his father, who is part of an investment company in Mexico. Born in Torreon, Mexico, Ramos came to the United States in 2010, moving to Jacksonville to prepare himself for an American collegiate experience. At USF, Ramos has been involved in Enactus as project leader for Suit-A-Bull, a suit-lending program for students of all majors. Ramos plans to work in equity research and, later on, aims to open his own investment company.

Brandon Reagan Before coming to USF, Brandon Reagan played as a goaltender in the North American Hockey League for the Topeka Roadrunners. Though he was offered opportunities to play hockey on a collegiate team, Reagan opted to pursue his education at USF. A native of Essex, Vt., he grew up watching the success of Green Mountain Coffee Roasters, which sparked an interest in financial markets as a career path. Reagan has developed his finance skills by serving as a chair of the Student Finance Association at USF and serving as an intern at Ballast Point Ventures this year. These experiences have helped shape his work ethic, camaraderie, and ability to work under pressure.

Student Managed Investment Fund • USF Muma College of Business 4202 E. Fowler Ave., BSN 3403 • Tampa, FL 33620-5500 usf.edu/smif • (813) 974-2081

Jack Rader

Adjunct Instructor Contact: jrader@usf.edu Room: BSN 3415 Phone: (813) 974-2084 Jack Rader is an adjunct instructor in the Finance Department, teaching the Applied Security Analysis class. He is also executive director of the Financial Management Association International (FMA). He has published articles on a variety of finance topics and served as editor of the Financial Management Collection. He also edited the book Careers in Finance, contributed a chapter on cash management to the AMA Management Handbook, and is co-author of two books: Managing Pension Plans: A Comprehensive Guide to Improving Plan Performance and Managing Pension and Retirement Plans: A Guide for Employers, Administrators, and Other Fiduciaries, which won The Clarence Arthur Kulp/Elizur Wright Memorial Award for outstanding original contribution to the literature of risk and insurance from the American Risk and Insurance Association in 2000. Rader holds an MBA from USF and a BS in management science from the University of Tennessee-Knoxville. He was awarded the Chartered Financial Analyst (CFA) designation in 1991. Rader has taught at USF for 30 years, and is former owner and president of the Financial Analysts Review of the United States, a company that trained money managers and security analysts from around the world. He also conducted seminars on managing mutual fund and equity portfolios for the American Association of Individual Investors, has provided litigation support on various economic issues, has conducted executive education programs for Fortune 500 companies and other organizations, and has consulted for the pension fund community. Teaching: FIN 4560 - Applied Security Analysis

Zoe Knapke zoeknapke@gmail.com (239) 370-0005

Education o University of South Florida – Tampa, FL  Bachelor of Science, Finance  Overall GPA: 3.93, Major GPA: 3.90  Honors College, Summa Cum Laude

Work Experience o

Commercial Banking Analyst – JPMorgan Chase & Co. Orlando June 2016 – Present  Provides credit, cash management, capital markets and corporate finance advisory solutions to companies with annual revenues between $20 million and $500 million  Responsible for analyzing and structuring commercial financial transactions by reviewing financial statements, conducting risk analysis, and structuring credit transactions

Equity Research Analyst – USF Student Managed Investment Fund Tampa June 2015 – May 2016  One of 12 finance students selected to participate in the Applied Security Analysis program where we managed a portfolio of equities in excess of $400,000  Conducted comprehensive market analyses and present proposed portfolio purchases and sales to an advisory board comprised of investment professionals

Financial Planning and Analysis Intern – Jabil Circuit St. Petersburg  Assisted the Financial Planning and Analysis department and project manager  Worked on data mining and analysis and automation of routine excel reporting  Worked on analysis and data source streamlining

Marketing Team Member – Red Bull Tampa April 2015 – December 2015  Contributed quality mission plans on a weekly basis  Worked with distributor to open new accounts and host sales drives  Assisted the Student Brand Manager with marketing, planning, and event execution

January 2013 – January 2015 Server – Seasons 52 Naples  Worked in a professional setting to serve guests in a friendly, hospitable atmosphere  Gallo Wine certified entry level sommelier

Manager – Tijuana Flats Naples January 2011 – May 2013  Responsible for closing down restaurant, counting and closing down registers, managing the shift

May 2015 – August 2015

Skills Microsoft Office, including Excel and PowerPoint, accounting, commercial banking, underwriting, financial statement analysis, cash flow analysis and credit structuring, TM1, Business Intelligence, Adobe Premiere Pro, financial modeling, financial analysis, teamwork, communicating while working in a fast pace environment

Extracurricular Involvement o Alpha Delta Pi Sorority Alumna – Epsilon Lambda Chapter o Financial Management Association o University of South Florida Alumni Association

Dylan Kesterson Phone: (407) 405-8415

Tampa, Florida E-mail: dylankesterson@gmail.com

Summary Student at the University of South Florida pursuing a Bachelor of Science in Finance with experience in financial analysis and securities. Experience with different investment approaches and researching data to analyze business models and operations. Use pricing models to asses optimal return versus risk. Pursuing a career in financial services and investments.

Education University of South Florida, Tampa, FL

Graduation, Summer 2016

GPA within Finance Major: 3.62 Related Coursework:

Applied Securities Analysis, Financial Institutions and Markets, Intermediate Price Theory, Financial Policies and Strategies, Strategic Management and Decision Making, Financial Statement Analysis, Advanced Corporate Finance, Principles of Investments, Money and Banking, Principles of Finance, Managerial and Financial Accounting, Microeconomics and Macroeconomics, Critical Thinking, Leadership Fundamentals, Ethics and Power in Leadership

Experience Westshore Financial Group, Tampa, FL

April 2016 – Present

Incoming Financial Representative. Helping clients achieve financial security with clarity and confidence. Educating clients to understand their financial position and employ a sound strategy to achieve their goals. Empowering clients to control their finances by including saving and investing as part of their lifestyle. USF Student Managed Investment Fund, Tampa, FL

July 2015 – May 2016

Equity Research Analyst. Selected as one of 13 students in the Applied Security Analysis program. Managed a long equity portfolio valued approximately $400,000. Analyzed current holdings in the portfolio, the macro-economy, the stock market, and the industry sectors. Used stock screening fundamentals and built financial models to create analyst reports that were presented to a professional advisory board for approval to purchase the recommended stocks. ARM Security, Tampa, Florida

November 2013 – June 2014

Door to door sales representative. Sold Vivint Smart Home security systems that provides families with security, access and control to their homes from a smartphone, tablet, or computer. Required sales and communication skills, sales process comprehension, technical knowledge, work ethic and positive attitude.

Certifications, Skills, and Leadership Candidate for Series 7 and Florida 2-15 License (Life and Health Insurance, with Variables and Annuities) Experienced with Microsoft Office – Word, Excel, PowerPoint, and Access Member of the National Society of Leadership and Success, USF Chapter Participated in community service at Coalition for the Homeless in Orlando for 4 years 52

Ian Cherry New Faculty Member - Finance Department Student Managed Investment Fund/Applied Securities Analysis Ian Cherry is a clinical professor in the Finance Department who teaches the Applied Security Analysis course. As instructor for Applied Security Analysis - also known as the USF Muma College of Business Student Managed Investment Fund - Cherry guides undergraduate finance students who manage real money through pitching stocks to an advisory board comprised of financial services professionals. Cherryâ&#x20AC;&#x2122;s research interests include corporate finance, compensation, agency theory, political risk, investments, and personal finance. Cherry earned a PhD in Finance from the University of Central Florida and also holds a bachelorâ&#x20AC;&#x2122;s degree in finance from the University of Central Arkansas. Prior to joining USF, Cherry taught as a visiting professor at UCF. He has previous experience as a financial analyst for Verizon and Alltel.

Weâ&#x20AC;&#x2122;ve spent the morning talking about activities since we last met... Now letâ&#x20AC;&#x2122;s look forward.

BIG DATA THE WHATS, WHYS, AND HOWS OF DATA ANALYTICS BIG DATA ANALYTICS IS MAINSTREAM. ARE YOU THERE YET? Since the dawn of the computer age, people have speculated about how humans would harness technology in the future. Ten years ago, “big data analytics” was one of these technological predictions: that companies would use data to learn more about their customers, to make better business decisions, and even to predict the future. For businesses, that future is already here - and has been for some time.

WHAT IS BIG DATA? At one of the very early “data mining” conferences in the mid-1990s organized by the Association for Computing Machinery, much of the discussion revolved around learning interesting patterns from data. That early focus on serendipitous, yet useful, discovery is nicely captured by what is now a classic example - the “diapers and beer” story. A company reportedly discovered that on Friday evenings, shoppers who bought diapers also purchased beer. A creative manager might use this discovery to tailor intelligent promotions and even perhaps convert more “diapers people” into “diapers and beer” people. Fast forward about fifteen years, and analytics is changing the “HiPPO principle.” No, not the African herbivorous mammal that is famously territorial and steamrolls tourists who get too close to its habitat. “HiPPO” is a term coined by Microsoft researcher Ron Kohavi that stands for “the

2016

Highest Paid Person’s Opinion,” and another type of steamrolling that can happen when someone at the top of an organization has an idea. To illustrate how analytics challenged the HiPPO principle, consider online retail. Online experimentation platforms let companies do what is called rapid “A/B testing”, where one random group of users might see a certain type of product recommendation, while another random group at the exact same time would see something different. Hundreds of millions of users in realtime, perhaps in as short a time as a few hours, can help determine if a manager’s hunch is indeed worth exploring, or if it’s just a HiPPO. Firms were put on notice when such online experimentation platforms evolved. Join in – or risk feeding the HiPPOs. As it turns out, the HiPPOs themselves, often people who have risen to the top for very good reason, have been the ones who have benefited the most from such a mindset change. Giving such transformational leaders the power to experiment in real time, with data-driven validation, can accelerate an organization’s innovation in a manner unseen previously. This profound shift in mindset – from expecting analytics to offer serendipitous discoveries to thinking of analytics as an organizational mindset – shows how far the field has come over the years. Today we recognize analytics not as techniques, but as a mindset, a way of thinking. Former Apple CEO Steve Jobs famously said that everyone should know how to code because it teaches you how to think. The same is true of analytics. Businesses can think, and analytics is making it possible.

(813) 974-4281 • 4202 E. Fowler Ave., BSN3403, Tampa, FL

USF MUMA COLLEGE OF BUSINESS

TAKEAWAY FOR MANAGERS: Move from a HiPPO to an organizational mindset that embraces analytics and experimentation. Take small steps. Start with a simple decision and ask how it would have been made from a HiPPO vs. Analytics perspective. For each decision, identify all the data sources your organization/group can bring to bear. How is big data changing the way businesses operate?

HOW IS BIG DATA USEFUL? Yet another shift over the years has been the focus on “big data”. Most executives don’t need this defined; they know it when they see it. Yet, the formal definition of what makes data “big” is useful, if only to bring to the forefront some possibilities and challenges. Today, this focuses on the four Vs – volume, variety, velocity, veracity. While volume is self-explanatory, the others are worth pondering a bit.

VARIETY. Businesses need to look broadly (i.e. beyond what’s sitting in their massive transactional databases) for data of different types or varieties. Social media data streams combine text, images, videos, emoticons, sarcasm and strange teenage languages. Trends can be spotted real time, without commissioning expensive surveys (the results of which come in sometimes after the person commissioning them has long gone). Help desk conversations are audio files, where inflections in a customer’s voice might suggest more than can be learned by mining the call transcript. Interesting possibilities – and challenges.

VELOCITY. The speed at which data “hits you” has changed significantly, with constant streaming bits. Not all of it needs to be acted on, but some might need immediate action. A pattern of credit card transactions in the last minute across hundreds of stores might be so unusual that it needs to be stopped before it can trigger a tsunami of fake charges. Fear need not be the only motivator here (though it often is). Web logs in the last few seconds might suggest that a new article published online in the New York Times is being read by chocolate lovers. As precious seconds tick by, thousands of such readers flock to read an article that has a finite shelf life. In an hour, it might be too late for Godiva to realize this might have been a great time to show that ad for any new chocolate product worth promoting.

VERACITY. Not everything that hits you at this velocity is correct. Sometimes the data was corrupted by random noise, sometimes it was manipulated. Consider online reviews: While tremendously useful, the issue of fake reviews has come up many times. A big data world is messy. But for businesses that embrace it, this world offers opportunities and new ways of doing business No writer of a big data article passes on the opportunity to introduce a new “V” to the big data dialog.

(813) 974-4281 • 4202 E. Fowler Ave., BSN3403, Tampa, FL

USF MUMA COLLEGE OF BUSINESS

VISION. Vision is the ability to see things. The grand possibility, often associated with visionaries, is seeing things that others may not see. A much less lofty goal is seeing things that everyone should see once the excuse of not having the data is taken away. Big data often provides such vision. A heat map of a retail store can show where customers tend to stop and where they don’t. A school’s student responses to specific questions in a standardized test might show systematic deficiencies or strengths. Data from monitoring devices might indicate severe drowsiness or a likely heart attack. Data from cars or cell phones can today show maps of streets highlighting specific regions where bumps are encountered. With such readily available data, what’s the excuse for not responding to make businesses and organizations better? Our networked society is creating a proliferation of new types of big data, making it easy to see things that were once invisible. TAKEAWAY FOR MANAGERS: Bring your best minds and use the 5 Vs to critically examine your different data sources. In this process, identify challenges you have to solve or be aware of, and identify the new ideas that come from taking this perspective.

WHY ARE COMPANIES USING BIG DATA ANALYTICS – AND WHY SHOULD YOU? Why are firms using big data analytics? There are three broad reasons – value, norms and culture. An immediate reason for analytics is that executives see value, either in terms of increasing revenues/opportunities or reducing costs/risks. The last two decades have shown that there is an abundance of low hanging fruit - and some fruit at the very top promising perennial youth. Companies have cleverly used analytics to target mailings, thereby avoiding sending grandma glossy video game fliers. Trading desks have squeezed data to reveal niche trading opportunities. Loan approvals are algorithmically generated, bringing firms new and reliable customers while minimizing bad calls. Online product recommendations have generated billions in sales for retailers. Today we see such examples in every sector in the world economy. A second reason is that analytics is very much a part of the norm in many industries. Rather than asking “why?” firms are likely to be asked “why not?”when faced with the prospect of bringing data and analytics to bear when there are important decisions to be made. For many firms this is an important consideration as well. A third reason why firms are using analytics today is culture. Data-driven projects are not justified solely in terms of ROI any more. It’s understood to, quite simply, be the right way to do things. The new generation of students coming out of business schools and into firms are bringing this mindset with them. One cohort at a time, they are changing the way business is conducted. Firms that have this culture are more likely to be the ones these bright minds will gravitate to. The intangible benefits from that can even go beyond what analytics can directly do for firms. For those arriving somewhat late to the movement the good news is that others have made the mistakes. Yet, there are a dizzying array of choices in terms of development tools, complete end to end solutions, niche products and services. While you can get up and running quickly today with many of these solutions, the analytics culture and mindset cannot be bought off the shelf. These take time to develop and deserve the kind of investment in people that needs long term vision. Finding and maintaining the right people to guide and drive these should be a CEO’s priority.

(813) 974-4281 • 4202 E. Fowler Ave., BSN3403, Tampa, FL

USF MUMA COLLEGE OF BUSINESS

TAKEAWAY FOR MANAGERS: Before getting caught up in execution, identify the higher reasons driving the project. Is it value, norms, culture or a combination? Build, experiment, evaluate, iterate, deploy and then monitor your models.

IS DATA ANALYTICS ALWAYS THE ANSWER? On a final note, perhaps it’s worth revisiting a claim made here. Analytics is a right way to do things, not necessarily the right way. History is full of people, who with their creative ideas, designed transformative products and new ways to do things. There may have been no data to support any of these, nor would it have been easy to get data by experimenting on hypotheticals. Instead of an electric car that can go forever on a charge, how about one that does zero to 60 in a whiff and requires a mortgage rather than a typical car payment to buy? Or a music player with no buttons on it? Sometimes you have to make that judgment call to go with the person, or the idea. That’s a story for another day.

ABOUT THE AUTHOR

Balaji Padmanabhan is the Anderson Professor of Global Management and the chair of the Information Systems Decision Sciences Department at the USF Muma College of Business. Padmanabhan’s research addresses data analytics for business applications, algorithms for online news recommender systems, management of data analytics in firms, fraud detection in healthcare, analytics in examining service quality and customer churn, behavioral profiling, and pattern discovery. His work has been published in both computer science and information systems journals and conferences including Management Science, Information Systems Research, MIS Quarterly, and INFORMS Journal on Computing. He also works with several firms on technical, strategic and educational issues related to business and data analytics.

ABOUT THE MUMA COLLEGE OF BUSINESS

The University of South Florida is a high-impact, global research university dedicated to student success. The USF Muma College of Business, one of its largest colleges, boasts one of the nation’s best accounting schools, a topranked entrepreneurship center, a nationally ranked part -time MBA program, world-class research faculty, and a comprehensive portfolio of business education programs. As Florida’s premier business school within a large metropolitan public university, it serves more than 6,000 business students in eight undergraduate programs, nine graduate programs, and two doctoral programs.

OUR STRATEGIC PRIORITIES Student Success • Research with Impact • Distinctive Identitiy: Creativity and Analytics People • Business Engagement • Global Literacy and Impact (813) 974-4281 • 4202 E. Fowler Ave., BSN3403, Tampa, FL

Back to School: A Professorâ&#x20AC;&#x2122;s opportunity to be the student

Michael Mondello, PhD

Ball Park Reimagine – a new home for the Tampa Bay Rays Working closely with Rays senior executives on the stadium project Four key components: • • • •

How will the stadium define the community? Sustainability Cost effective – both in building and for fans Beyond baseball – how to activate year round

Anticipated outcomes: Building industry contacts to help student placement. Bring new ideas and concepts back to the classroom. Learn innovative trends in stadium and arena financing to foster future research projects. Build continued brand awareness for our program, the department, and USF Muma College of Business.

Michael Mondello

Professor/Associate Program Director Contact: mmondello@usf.edu Room: BSN 3430 Phone: (813) 974-1721 Fax: (813) 905-9964 Michael Mondello teaches Sport Business Analytics and Sport & Entertainment Finance. His research interests include stadium financing, contingent valuation method (CVM), employee compensation, analytics, and ticket pricing. He has published in the leading journals in the field including the Journal of Sport Management, Management Decision, International Journal of Sport Finance, and Sport Management Review. He was recognized as a North American Society for Sport Management research fellow in 2007. Mondello comes to USF as an professor in the Marketing Department after spending 12 years on the faculty at Florida State University where he served as professor in the Department of Sport Management. Prior to FSU, Mondello also served on the faculty at the University of Florida. He holds PhD and master’s degrees from the University of Florida and a BS from the University of South Florida. Teaching: SPB 6706 – Sport Business Analytics SPB 6116 – Sport & Entertainment Finance Recent Research: • Kellison, T. & Mondello, M. (2014). Civic paternalism in political policymaking:The public justification for no-vote stadium. Journal of Sport Management, (28), 162-175. • Hong, S., Mondello, M., & Coates, D. (2013). An Examination of the Effects of the Recent Economic Crisis on Major League Baseball (MLB) Attendance Demand. International Journal of Sport Finance • Kellison, T. & Mondello, M. (2012). Organisational Perception Management in Sport: The Use of Corporate Pro-Environmental Behaviour for Desired Facility Referenda Outcomes. Sport Management Review, 15 (4), 500-512. Service: • Editorial Board International Journal of Sport Finance, International Journal of Sport Manage ment. 63

We plan to offer more faculty a chance to be an extern at area firms. If you would like to discuss an externship, please connect with Dean Limayem.

Discussion Item:

Executive MBA Recruitment and Corporate Tuition Reimbursement Programs

Andrew Artis

Associate Professor Contact: aartis@usf.edu Room: BSN 3521 Phone: 974-3290 Andrew Artis is an associate professor teaching marketing management and strategy courses in the Marketing Department. His research focuses on how business professionals can manage their own learning to achieve personal and organizational objectives. His research has appeared in several publications, such as the Journal of Personal Selling and Sales Management, Journal of Business Research, and Journal of Business and Industrial Marketing. He also received an Outstanding Paper Award for the Education Track from the Marketing Management Association Conference in 2011. Artis has a PhD in business administration from the University of Tennessee, an MBA from Boise State University, and a BS in Marketing & Management from the University of Idaho. He has taught at USF Polytechnic, the University of Tennessee, and Boise State University. Prior to his teaching career, Artis spent 15 years in public and private sector management, marketing and sales. He has received numerous teaching awards, notably the Marketing Management Association Master Teacher Award in 2009 and the USF Outstanding Undergraduate Teaching Award in 2008. Teaching: MAR 3823 Undergraduate Marketing Management MAR 4824 Undergraduate Marketing Management Problems MAR 6815 MBA Marketing Management MAR 6158 MBA International Marketing Management MAR 6816 MBA Marketing Strategy MAR 6930 MBA Sales Force Management GEB 6895 MBA Integrated Business Applications I Recent Research: • Dapko, Jennifer & Andrew B. Artis (forthcoming 2014), “Less Is More: An Exploratory Analysis of Optimal Visual Appeal & Linguistic Style Combinations in a Salesperson’s Initial-Contact Email to Millennial Buyers within Marketing Channels,”Journal of Marketing Channels, Vol. 21, Iss. 4. • Boyer, Stefanie L., Andrew B. Artis, Paul Solomon, & David E. Fleming (2014), “Impact of Perceived Organizational Support on Self-Directed Learning in Sales Training,” Journal of Marketing Channels, Vol. 21, Iss. 2, p. 65-76. • Boyer, Stefanie L., Diane R. Edmondson, Andrew B. Artis & David E. Fleming (2014), “Self-Directed Learning: A Tool for Life-Long Learning,” Journal of Marketing Education, Vol. 36, No. 1, p. 20-32. • Fleming, David E., Andrew B. Artis & Jon M. Hawes (2014), “Technology Perceptions in Employees’ Use of Self-Directed Learning,” Journal of Services Marketing, Vol. 28, Iss. 1, p. 550-559. 66

A Conversation: MBA and Executive MBA Tuition Reimbursement Programs Succession Planning Program Content

SunTrust Email From president Reminds employees of reimbursement program Suggests USF as one of their options

EAC Tuition Reimbursement Survey We would like to learn more about your company’s tuition reimbursement program(s). Please answer the following questions. 1. Does your company offer a tuition reimbursement program? a. _____

My company offers a tuition reimbursement program, but I am not familiar with it.

b. _____ My company offers a tuition reimbursement program and I know basic details. It offers $____________/ year and the contact person to learn more about it is _______________________________________________________________________. c. _____

My company does not offer a tuition reimbursement program.

2. Please check the statements that apply to you. _____ I would be willing to connect you with my colleagues who spearheads succession planning. _____ I would be willing to send an email to all employees reminding them of our company’s tuition reimbursement program and suggesting USF’s graduate business programs as an option for those interested in graduate education.

Name: ______________________________________________________________________________ Company: ___________________________________________________________________________

Development Update Goal for July 1â&#x20AC;&#x201C; June 30: Progress as of June 6: Percent to Goal:

$15 Million $16,295,432.92 108.64%

Gift from Ali Hasbini names Doctor of Business Administration office suite Many USF business students say their education gave them the knowledge and skills they needed to succeed. For Ali Hasbini, he says that continues to be true - so much so that he returned to the Muma College of Business to earn a third degree, more than 35 years after completing the first one. As a student from Beirut, Lebanon, Hasbini earned a bachelor’s degree in accounting in 1979 and went on to earn an MBA two years later with a concentration in finance. After working as an instructor on USF’s accounting faculty for a few years and becoming a Certified Public Accountant, he moved into the private sector. Today, he is a member of the inaugural class of 2017 in the Doctor of Business Administration program, which gives seasoned executives the skills to conduct research and apply it in order to bridge the gap between academia and the business world. Habini said that he always wanted to get his PhD, but the opportunity that came with the new doctoral program was better than he could have imagined. “USF basically came up with a fantastic program for people like me, who are still working and doing everything else,” he said. “It’s unique that I c ould combine my experience and my knowledge with the academic world in that sense.” The successes Hasbini has achieved in the business world are numerous. He runs a portfolio of multiple real estate and industrial development businesses, including home building company Sunrise Homes, and his companies have received numerous awards from the Tampa Bay Builders Association and he received the USF Alumni Association’s “Entrepreneur of the Year Award” in 1995. “As an international student, I want to set the example for a lot of guys like me in this beautiful country, this land of opportunity,” he said. “It’s about supporting the community as well as the university, because this is home for us.” Hasbini’s desire to recognize the Muma College of Business for its role in his business success moved him to donate a naming gift for the suite of offices that houses the doctoral program of which he is a member. The offices will be known as The Mohamad Ali Hasbini Doctor of Business Administration Suite and will be located in the space that housed the former Management Department. His generosity to USF extends past the Doctor of Business Administration program: he has funded scholarships for students to study abroad and established the Robert M. Keith Endowed Teaching Professorship in the USF Lynn Pippenger School of Accountancy. Along with his wife, Sawsan, he is an investor-level member of the Executive Bulls, a giving society within the Muma College of Business. He has served on Advisory Council for the Lynn Pippenger School of Accountancy for many

years and holds an emeritus position with the group. Sawsan Hasbini also earned an MBA with a finance concentration from USF in 1994, and daughters Leena (2009) and Zeina (2011), both have USF degrees. Continuing in the family tradition, Hasbini’s son, Jad, will become a member of the Bulls Business Community this fall. Hasbini said he was thrilled by his son’s decision to come to USF, and said he told Jad that he would receive as good an education at the Muma College of Business as at any top school. “USF offers as good as a program as anywhere else, and he will not be just a number,” he said. “He’s going to be not only educated, but he’s going to mature from even a business standpoint at a different level.”

Charitable Gift Totaling $2.9 Million to Help Young Entrepreneurs in Florida TAMPA, Fla. (Feb. 23, 2016) – The next generation of start-up leaders are getting support to make it in the business world from a couple who began launching businesses seven decades ago. Naples entrepreneurs Frank and Ellen Daveler donated $2.9 million to the University of South Florida’s Muma College of Business to spearhead a state-wide effort to educate entrepreneurs. The transformational estate and cash gift will establish the Frank & Ellen Daveler Entrepreneurship Program at USF with a mission to help undergraduate students launch prosperous and sustaining businesses. The Davelers, accomplished entrepreneurs in the aerospace, engineering, and scientific instrument manufacturing arenas, chose to make the gift to USF because of its proven history of graduating successful students and entrepreneurs. Plus, they know from experience that young entrepreneurs need help the most when they’re starting their careers. “That’s the critical time,” Frank Daveler said. “We observed over the years that 50 percent of these companies fail, many for a lack of preparation and for not understanding the importance of having the right product and the right people working with you. An educational program that can help students better understand these things could make a big difference for fledgling companies’ survival and success.” “We are so grateful for the Davelers’ support and that they’ve chosen to partner with USF in fostering a new generation of entrepreneurs,” said Joel Momberg, CEO of The USF Foundation. “This incredible gift will enhance USF’s reputation as an educational leader in entrepreneurship.” The University of South Florida is one of the best schools in the country at teaching students how to start businesses from the ground up, according to rankings released by Entrepreneur magazine and the Princeton Review. USF’s graduate program is the only Florida university listed among the nation’s leading entrepreneurship education programs for 2016. The graduate program is ranked No. 11 overall and is also the fourth-highest rated program among public universities. It’s the ninth consecutive year that USF’s interdisciplinary Center for Entrepreneurship has been ranked on the Top 25 list. The Frank & Ellen Daveler Entrepreneurship Program will build on that success, focusing first on West Central Florida – namely Hillsborough, Pasco, Polk, Pinellas, Manatee, Sarasota, Collier, Hardee, Highlands, and Lee counties. It will provide financial awards and host entrepreneurship competitions, eventually expanding statewide to help fund the education of students at any accredited Florida university. The estate gift will also fund up to $50,000 annually in scholarships for USF business students who

are the first in their families to attend college. Frank Daveler enrolled in Drexel University’s mechanical engineering degree program and completed two years in a co-op program that required intermittent work periods at regional corporations. He left the program to accept a job offer from an engineering company, Drever Co., that was owned and managed by an individual registered engineer. “Mr. Drever was the boss, and that appealed to me -- at an early age to be in charge! I was his assistant chief engineer and I wanted to be like him. I wanted to be involved in my own business,” said Daveler. “Because of the War Manpower Commission, we had to remain in the job or be drafted,” Daveler said. Instead of finishing his degree program or fighting overseas, Daveler continued developing alloy plate for tanks and battleships. Before the war ended, he met and married his co-worker, Ellen and together they founded their own engineering services firm, Associated Industrial Engineers. Later the couple would start and invest in numerous companies in the engineering, manufacturing and technology sectors – learning invaluable lessons in business along the way. After that firm was sold, the two jointly founded, led, and invested in a number of engineering, manufacturing, and technology companies. One of their first partners, Charles Close, was the namesake for Drexel University’s Charles D. Close School of Entrepreneurship. Later, the Davelers became minority partners in one of Close’s ventures, including one that is now a division of Ametek, Inc., an S&P company. “Your associates and partners are vitally important!” Daveler said, noting that this is one of the key things he hopes students in this program will learn. “I had a number of successful businesses but at one point, I found myself trying to resuscitate a business that was close to failure, primarily due to the economy,” Daveler said. He points out that there are a number of reasons businesses fail – having the wrong product, having the wrong partners, or by not paying attention to the world going on around them. “I want this to help students understand the importance of all of these things so that they can succeed,” Daveler added. “That’s my vision for this program.” Moez Limayem, dean of the USF Muma College of Business where the USF Center for Entrepreneurship is housed, said that the Davelers’ vision mirrors USF’s. “USF is one of the best at teaching its students how to start and grow a new business and this gift will help us prepare future entrepreneurs for the kind of success that the Davelers achieved over their lifetimes,” said Limayem. “This will help us create educational opportunities for nascent entrepreneurs.” The dean highlighted that the center’s faculty includes academics and seasoned entrepreneurs such asMichael Fountain, who founded or co-founded eleven new ventures, three of which became publicly traded companies. “We want to train students to write and execute a business plan,” said Fountain. “But we want to do much more. We want to place them in internship or workplace educational experiences and we want them to learn from mentors and other entrepreneurs.” The Frank and Ellen Daveler Program’s online financial award application will open in March and the inaugural Daveler Entrepreneurs – for USF and other Florida universities – will be announced in May. 77

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ÂŠ 2014 Syngenta. Important: Always read and follow label instructions before buying or using Syngenta products. The label contains important conditions of sale, including limitations of warranty and remedy. All products may not be registered for sale or use in all states. Please check with your state or local extension service before buying or using Syngenta products. The Alliance Frame, the Purpose Icon and the Syngenta logo are trademarks of a Syngenta Group Company. Syngenta Customer Center: 1-866-SYNGENT(A) (796-4368). MW 1LGG4029-P2 6/14

Sheila Johnson is one of many women who are changing the face of golf.

“I wanted to make sure our gates were open for everyone to come to not only stay, but also experience our fine golf courses,” she explains. “That’s what was really important to me.” Johnson, the co-founder of BET and co-owner of three D.C. professional sports franchises, believes her foray into the golf industry has come full-circle. As an African-American female, the sport wasn’t a viable outlet to her as a child. But now she’s leading the charge, opening the gates for everyone regardless of race, gender or social status. “I’m very proud of the fact that I have been given the opportunity, by whatever doors that have opened, to be able to offer golf to everyone,” Johnson says. “Diversity is a huge issue not just in sports, but across corporate America. I think if we’re able to level the playing field for everyone, then I think I’ve helped to change the game, so to speak.” The philanthropist has her own ambitions for leveling the playing field beyond merely inclusion at Salamander’s six locations, which include Reunion, Hammock Beach and Innisbrook, home of the PGA Tour’s Valspar Championship. A hotel in Destin, Florida, is scheduled to open later this summer. The 50 students in her Sheila C. Johnson Leadership Fellowship at Harvard’s Kennedy School will all receive a set of golf clubs and lessons upon graduation, so they can close deals on the course. Additionally, her hotels host executive women’s retreats where Innisbrook’s golf director explains the sport’s business benefits. “Everyone needs to do this. Everyone,” she maintains. “This cannot continue to be the best-kept secret of corporate America or of golf clubs.” Count Johnson in that group, too. She has built a drive, chip and putt area at her home and plans to learn right alongside her peers. “I want people to start playing the game of golf again,” she says. “And I’ll be out there with them.”

OPENING

DOORS

he ink was barely dry on the deal that delivered

Innisbrook Resort and Golf

Club to Sheila Johnson’s bur-

geoning Salamander Hotels

empire. But that didn’t slow the

flood of phone calls and emails the businesswoman and entrepreneur would receive in the weeks that followed.

“I started getting inquiries from many golfers from all over the country…wanting to know if they were welcome,” she says. “This is something the golf industry has been very guilty of, the exclusion.” It was an exclusion Johnson, America’s first African-American female billionaire, understood all too well. And it was one she was more than happy to squash at first chance. 34

GOLFBUSINESS

June

2016

SHEILA JOHNSON I CEO

SALAMANDER HOTELS & RESORTS MIDDLEBURG, VIRGINIA

HAS THE FEMALE’S ROLE IN THE GOLF INDUSTRY CHANGED IN A POSITIVE WAY SINCE YOU FIRST ENTERED THE SPORT?

The diversity that I saw in our [Valspar Championship Pro-Am] lineup was just amazing. We have one of the top models, Beverly Johnson, playing golf. It has been fabulous to see all of this and seeing this transition of people coming into the game of golf because they just love it.

THROUGH YOUR EYES, HAS THE SPORT BECOME MORE FEMALE-FRIENDLY IN THE LAST SEVERAL YEARS? We’re trying to get the word out there that golf is fun again, that golf is inclusive. To be able to bring in a real diverse group of people, whether they’re from the modeling world to media or off the basketball court. This is what’s going to excite people.

WHAT WOULD YOU CHANGE ABOUT THE GAME IF GIVEN THE OPPORTUNITY?

I think you have to bring new faces in on a different level, that brings it to a level that everybody feels they can participate and it’ll be fun. I think that’s what the game of golf has been missing, but I think Salamander and the way we’re marketing and working with different people is starting to increase our numbers at courses.

GOLFBUSINESS.COM

Entrepreneur and philanthropist Sheila Johnson is using her various resources to open the game of golf to more people.

OPENING

DOORS

he ink was barely dry on the deal that delivered

Innisbrook Resort and Golf

Club to Sheila Johnson’s bur-

geoning Salamander Hotels

empire. But that didn’t slow the

flood of phone calls and emails the businesswoman and entrepreneur would receive in the weeks that followed.

GOLFBUSINESS

June

2016

SHEILA JOHNSON I CEO

SALAMANDER HOTELS & RESORTS MIDDLEBURG, VIRGINIA

HAS THE FEMALE’S ROLE IN THE GOLF INDUSTRY CHANGED IN A POSITIVE WAY SINCE YOU FIRST ENTERED THE SPORT?

WHAT WOULD YOU CHANGE ABOUT THE GAME IF GIVEN THE OPPORTUNITY?

Entrepreneur and philanthropist Sheila Johnson is using her various resources to open the game of golf to more people.

Mark Your Calendars! Next EAC meetings:

• September 30, 2016, 8:45 a.m. – 1:00 p.m. • January 27, 2017, 8:45 a.m. – 1:00 p.m.

Additional calendar items: • • • • • • •

6/22, 6 p.m., Marriott East Side (NYC), New York City USF Alumni Recep. 8/26, 11:45 a.m., USF Marshall Center, Scholarship Luncheon 9/27, 7:30 a.m., CAMLS, Conversations with a CEO (guest Ken Feld) 10/7, 4 p.m., Homecoming lecture followed by parade watch party 11/4, 8:30 a.m. – 2:00 p.m., USF BSN, “Back to School Day” 3/8, 6:00 p.m., Celebration of Free Enterprise (honoree Sheila Johnson) 11/17, 7:30 a.m., Conversations with a CEO (Bob Dutkowsky)

Watch your email for details and registration/RSVP info specific to each event. 83

STUDENT PRESENTATION: Fox Sports U

Jillian L. Gerding 14213 Cyber Place, Tampa FL 33613 (321)-626-4357 Jillianleigh@mail.usf.edu

EDUCATION

University of South Florida MBA/MS in Sport and Entertainment Management 2017 Candidate Bachelor of Sciences in Business Administration, Marketing major May 2015 Bachelor of Arts in Sociology

WORK EXPERIENCE

Feld Entertainment, Palmetto, FL Aug 2015- Present Relationship Marketing Intern  Assist with creation and segmentation of direct mail and email campaigns  Create and update budgets for national touring shows  Construct ticketing/sales reports to analyze previous show trends and make recommendations for future marketing plans Tampa Bay Lightning, Tampa FL Sep 2015- April 2016 Sponsorship and Activation Intern  Assisted with activation strategies to help meet sponsor needs  Facilitated in-game enter-to-win promotions  Documented and photographed sponsorship activities for end-of-year recap Foundation for Orthopedic Research and Education Jan- May 2015 Marketing Intern  Participated in planning and implementing process for medical conferences  Analyzed and summarized participant survey data  Refined and updated existing vendor database

VOLUNTEER WORK

Suncoast Animal League, Palm Harbor, FL Sales Volunteer  Interact with customers in all stages of merchandise sales  Responsible for promoting and selling raffle tickets  Aid in set up / break down at events

2007-2016

CGE/Tampa Bay Rain ABA Basketball, Tampa, FL Aug 2012- Oct 2012 Game Day and Promotional Assistant  Assisted with half-time entertainment and games  Advertised the team through flyers and giveaways  Communicated with fans professionally regarding team  Managed raffle drawing during promotions and games

PROFESSIONAL MEMBERSHIPS

Beta Gamma Sigma business honors society Phi Kappa Phi Honors Society National Society of Collegiate Scholars 86

Joseph A. Maury 15350 Amberly Dr, Unit 4323, Tampa, FL 33647 (813) 618-1939 ~ joseph.maury@verizon.net

QUALIFICATIONS     

Strong communication, social and verbal skills Over 5 years in hospitality marketing and management Over 10 years of experience performing, teaching, and exposure to music entertainment Possess a passion for entertainment and for people History of working well in teams to solve problems and accomplish tasks

WORK EXPERIENCE Resident Intern, Positive Coaching Alliance Tampa Bay 2015 - Present  Manage social media communications: Twitter, Facebook, Instagram  Write and edit articles for monthly newsletters  Craft and develop creative materials for print, special events, or social media use  Provide needed support at off-site events: taking pictures, distributing flyers, etc..  Assist in administrative needs of executive director and partnership manager  Facilitate communications for the internal fundraising group “The Champions Club” Music Instructor, Maury Music LLC 2012 - 2015   

Provide private piano and guitar lessons for children ages 8 - 16 and adults Develop and implement individualized lesson plans to accommodate diverse capabilities Deliver continuous feedback to parents and students on progress Restaurant Marketing Director, Chick-fil-A at North Dale Mabry, Tampa, FL 2010 – 2015     

Oversee all public relations and special event operations for improved business development Execute the planning, promotion, and completion of community events to result in a proven increase in sales and customer count Interact with guests daily to build customer relations and gain feedback on their experience Maintain website, Facebook, and other social media outlets Manage productions and resources within an annual $15,000 budget

EDUCATION University of South Florida, Tampa FL Expected 2017 MBA/MS Sports and Entertainment Management  Relevant Coursework: Sports and Entertainment Marketing, Financial Analysis, Strategic Business Analysis, Operations Management and Quality Enhancement, Managerial Decision Analysis, Management Information Systems Stetson University, DeLand, FL 2006 - 2010 Bachelor of Music with an Outside Field in Business  Successfully completed the renowned Stetson music program and a solo senior recital  Stetson University Talent Scholarship Recipient  Principal Teacher: Dr. Stephen Robinson, classical guitar

SKILLS     

Hospitality Marketing, Public Relations, and Management Live Music Performance Management Microsoft Windows 10 OS, Microsoft Office Apple’s Mac OS Social Media Websites (Facebook, Twitter, Instagram, Vine) 87

James Swanson, BA (Hons.) Email: jamesswanson@mail.usf.edu Mobile: (407) 724-9992 PERSONAL PROFILE Sport and Entertainment Management MBA/MS student at the University of South Florida with a First Class BA (Hons.) degree in Marketing from the University of Stirling, UK. Experience in sport and marketing; in particular sports officiating, social media, event management and marketing collateral creation. My main interests include cultural diversity, fan experience at events, social media engagement and sponsor activation.

KEY STRENGTHS      

Communication. Communicates adeptly orally and on paper. Experience in running courses, presenting to large groups and using digital marketing/social media. Event management. Highly capable event organizer who has planned and managed sporting competitions, promotional days and brand workshops. Marketing acuity. Gained through conducting market research, attending workshops, undertaking various marketing positions and designing marketing collateral. Teamwork. Works effectively within large and small teams. Enjoys high pressure situations, collaborates well with peers and takes direction from those in responsibility. Multitasking. Adaptable multitasker who can manage multiple individual projects simultaneously and work calmly under pressure. Cultural Awareness. Has learned and worked abroad in multinational groups and has developed understanding of cultural and ethnic diversity, and in particular, disability and LGBT.

CAREER EXPERIENCE AND ACHIEVEMENTS USF Sport and Entertainment Management program, USA May 2016 – Present Graduate Assistant, Research projects Assist the master’s program with a social media research project on the NBA and WTA. Tampa Bay Lightning, USA Oct 2015 – Present Intern, Corporate Partnership and Activation Assist the department with game night sponsor activation, photography and player meet & greets. USF University Communications and Marketing, USA Aug 2015 – Present Graduate Assistant, Marketing Assist the department with account management, collateral design, marketing campaigns, university digital messaging and event organization.  Liaise with the creative team to design marketing material for sponsors and university departments.  Assist with account management of our university Coca Cola and Tampa Bay Lightning partnerships.  Meet with university colleges/departments to develop marketing campaigns and collateral.  Assisted with the event coordination of the USF sponsor presenting night at the Tampa Bay Lightning and responsible for managing our mascot and cheerleading team. IMG, UK Jun 2015 – Aug 2015 Graduate Intern, Tennis Provided operational support at the BNP Paribas Tennis Classic, managed four social media accounts, created a social media strategy and conducted research for future events.  One of 25 summer interns selected from over 2000 applicants.  Managed a team of court assistants, officials and ball girls during the event.  Created daily social media content, such as event live scoring and sponsor promotion.  Increased Twitter followers by 15% after running a sponsor activation contest.

Pearson PLC, UK Sept 2014 – Jun 2015 Marketing Executive, Marketing Organized regional events to engage clients, assisted the sales team by fully qualifying marketing leads and supported the marketing team in communications and research.  Coordinated the company’s first ‘Course Design Workshop’ for top level customers.  Created an innovative infographic email campaign targeted at key decision makers.  Designed numerous pieces of marketing collateral for the sales team and national events. Glasgow 2014 Commonwealth Games, UK Jul 2014 – Aug 2014 Team Leader, Field of Play - Table Tennis Responsible for all ‘Field of Play’ procedures, liaised with event managers and managed a team of volunteers.  Liaised with umpires, broadcasters and managers about match procedures and branding rules.  Supervised the athlete marshalling area as well as internationally televised and non-televised courts.  Conducted daily briefings with 12 team members, allocated roles and organized the schedule. IMG Reliance, India Jul 2013 – Aug 2013 Summer Intern, Sports Marketing Carried out in-depth research and strategic analysis for the 2014 Aircel Chennai Open.  Created a presentation on live streaming at sports events and a comparative analysis of the digital and fan experience activities of five ATP 250 tournaments.  Recommended a social media, digital contest, and sponsorship activation plan for the event.  Assisted with the delivery of the Lakmé Fashion Week international press conference.

Apr 2013 – Jun 2014

Stirling Disability Tennis, UK

Program Coordinator Launched and managed a Learning Disability Tennis Program on behalf of Tennis Scotland.  Won the Student Achievement Bronze Medal at the Commonwealth Games ‘Game Changer Awards’ and Stirling University Sports Union ‘President’s Award’.  Presented the program to Lithuanian National Governing Body delegates.  Served as Scotland Disability Representative at the National Disability Tennis Conference. Lawn Tennis Association, UK Oct 2012 – Jun 2013 National Competition Coordinator Coordinated over 30 university weekly fixtures across Scotland and the Midlands.  Managed a database of over 100 teams and responsible for over 50 weekly fixtures.  Initiated and coordinated the nationwide University Tennis Cup.  Course Tutor at ‘Competition Organizer’ workshops for Tennis Scotland.

ACADEMIC TRAINING University of South Florida, USA Expected May 2017 MBA/MS, Sport and Entertainment Management  Won the Best Master’s Dissertation award at the 2015 ‘Symposium of Business Student Research’.  Finalist at the ‘3 Minute Thesis and Dissertation’ competition. University of Stirling, UK June 2014 BA Hons., Marketing, GPA 4.0  President of the Tennis Club and won the ‘University Club of the Year’ award for a record fifth year.  2014 representative at the ‘Marketing Society Student Awards’ and ‘Women in Sport’ Conference.  Won the ‘Best Marketing Dissertation’ award for my thesis on female athlete endorsement authenticity in tennis and its impact on the Women’s Tennis Association.

PROFESSIONAL TRAINING  

Digital Marketing Course (2014) Learning Disability Course (2013)

 

MV Award: 200 volunteer hours (2012) Principles of Customer Service (2012) 89

BELICIA KATHRYN MONTGOMERY 2308 GRANTLAND PLACE • HOOVER, AL 35226 • 205-706-7214 • BELICIAKATHRYN@GMAIL.COM PROFILE Customer Service • Leadership • Sales • Marketing ● Events Marketing professional with extensive community involvement and event-planning experience

EDUCATION University of South Florida, Tampa, Fl. Masters of Business Administration; Masters of Science, Sport & Entertainment Management

GPA: 3.61

Graduation Pending May 2017

GPA: 3.35

Graduated August 2013

University of Alabama at Birmingham, Birmingham, Ala. Bachelor of Science in Marketing; minor in Accounting  UAB School of Business Professional Sales Certificate Program  Research Assistant for UAB Assistant Professor of Marketing  Alpha Omicron Pi Sorority: Vice President of Standards and Risk Management

 UAB Student Business Leader: Secretary  University Programs Council: President, Miss UAB– Chairwoman, Talent Search–Treasurer and Master of Ceremonies  UAB Dance Marathon for Children’s Hospitals: Director of Entertainment

EXPERIENCE University of South Florida, Tampa, Fla. Athletics Department Marketing Graduate Assistant July 2015 to Present  Primary marketing contact for USF Volleyball and Baseball.  Implementation and development of marketing and game entertainment for those two sports.  Assist with the marketing and game entertainment for men’s & women’s basketball and football.  Lead campus/student marketing initiatives for the athletic department.  Assist with community outreach initiatives for the department.  Processed Rocky’s Rookies Kids Club memberships.  Increased overall attendance for 2015 USF Volleyball by 38%. National Collegiate Athletic Association, Tampa, Fla. Game Day Assistant – Frozen Four  Facilitated on ice promotions during intermission of both games.  Staged large American Flag for National Anthem during both games.  Cued teams and color guard onto the ice.  Staged in-game emcees.  Selected contestants for on-ice promotions and Fanzoni rides, managed prizing for contestants.  Post-game/trophy presentation production.  Utilitzed Tagboard

April 2016

H&R Block, Birmingham, Ala. District Marketing Coordinator October 2014 to April 2015  Responsible for developing, implementing, and helping drive the marketing portion of the district-based market plans down to the office level for the 19 offices of the Birmingham Metro district.  Collaborated with District Manager and Regional Marketing Manager to identify and prioritize marketing opportunities in the district on a weekly basis.  Guided office managers in the development and execution of office-level local marketing plans that address the strengths and opportunities of the office staff and retail trade area.  Lead local marketing event/ street team tactics that offer a high opportunity for growth in the Birmingham Metro District.  Developed local business and community partnerships for increased brand awareness through co-branding.  Ensured consistency and compliance with brand management guidelines at the district and office levels.  Conducted and lead office manager and office marketing ambassador trainings in new client growth and marketing.  Moved Birmingham District to positive new client growth in 2015 tax season. Faith Ministries, Inc.; Birmingham, Ala. Part-time Recruiter and Manager  Organized and hosted recruiting and music events.  Interviewed potential volunteers and employers for the church.  Public relations management and marketing for the church and worship team.  Assisted Executive Director. Tween Brands: Justice, Birmingham, Ala. Season Brand Representative • Sold merchandise to the brand's target audience. • Provided superb customer service. • Maintained merchandise through stocking and freight. • Promoted loyalty cards to frequent consumers.

December 2013 to March 2014

December 2012 to February 2014

Enterprise Holdings Company, Birmingham, Ala. May 2013 to August 2013 Summer Intern—Sales & Marketing  Provided rental vehicles to qualified customers and corporate accounts.  Sold vehicle protections/ancillary products to customers.  Maintained vehicles through washing and servicing.  Developed administrative, multi-tasking, and office management skills  Conducted sales and service calls to referral sources to determine and satisfy business rental needs WIAT-CBS 42 News, Birmingham, Ala. Marketing Intern  Utilized Nielsen Data Analysis for market research and created presentations on findings  Assisted the production department in on-site live shots and promotional shootings  Assisted special segments producer in editing of local story documentary

May 2012 to August 2012

HONORS & AWARDS     

Delores Auzenne Graduate Student Success Diversity Fellowship, 2015 Greek Hall of Fame Inductee, 2013 Who’s Who Among Students in American Universities and Colleges, 2012 National Pan-Hellenic Council New Member of the Year, 2010 UAB Opportunities in Business Scholarship, 2009

Jordan Waters 5627 Ashley Oaks Drive #4, Tampa, FL 33617 jordan-waters.weebly.com

407.802.8869

linkedin.com/in/watersjordan jordankaw@hotmail.com

Education Graduate degree: University of South Florida: Tampa, FL Expected Graduation 2017 Sport and Entertainment Management (SEM) Program GPA 3.55  Coursework: Communication, Strategic Bus. Analysis, Org. Behavior, Ops. Management, Fin. State. Analysis  Clubs/Organizations: Skateboarding Club, Outdoor club Undergrad degree: University of South Florida: Tampa, FL Graduated May 2015 Management Major, Accounting Minor GPA 3.31  Coursework: Org. Assessment, Integrated Man. App, Strategic Man. & Decision Making, Negotiation & Conflict Man., HR Man, Int’l Man, Org. Behavior Analysis, Man. Ethics, Intermediate I, Cost I, Acc. Info. Sys., Fin. & Man. Accounting, Pub. Speaking, Prof. Writing, Venture Formation  Clubs/Organizations: Toastmasters @USF, Accounting Society, Entrepreneurship Club Officer (Historian), Outdoor club, Skateboarding club, Running club, VG club, Intramural Basketball & Soccer

Work Experience University South Florida, Tampa, FL Summer 2014 - Present Athletics Equipment Department: Olympic Sports intern  Manage inventory via JumpForward inventory management software  Assist top 25 Women's Basketball Team (2014)  Organize and set up game attire in locker room before home and away games  Organize, heat press and issue gear to players  Receive and sort packages  Assist coaching staff will miscellaneous needs  Direct contact with operations, head and assistant coaching staff for any miscellaneous needs  Help teams on game day with pre-game and post-game procedures as well as in game (media time outs, misc.) University of South Florida, Tampa, FL Athletics Event Management Department: Event Management Intern  Coordinated with a team to plan and execute all event logistics  Assisted in event day management and troubleshooting FIS Global: St. Petersburg, FL Accounting/Finance Department: Accounting/Finance Intern  WIP Account Recs  Allocated billable business hours  Analyzed budget forecast  Tracked and match product cost within a budget  Reviewed pay grades for projects  Entered journal entries to the GL  Organized employee to manager project budget forecasts  Utilized pivot tables to pull info from different sheets and made fillable forms  Closed WIP projects to Finished goods

Jan 2014 - Apr 2014

Summer 2014

Skills Intermediate Financial Modeling, Account Reconciliations, Marketing Strategy, Beginner level Python, Sketching, Graphic Design/Logo Design, Photography, Adobe Photoshop, Windows Paint, Clothing Design, Video Editing (Adobe Premier Pro, Windows Movie Maker, iMovie), EasyBeats, Logic Pro X, MS Office (Word, Excel, Outlook, PowerPoint), Social Media (Instagram, Twitter, Facebook, Snapchat), Customer Service/Interpersonal Skills, Meet sales quotas, Intermediate Spanish (interpreting, writing, and speaking), Strong typing skills, Telecommunication skills, Relationship Management

Volunteer Experience Action Sports World Tour (SPX) 2015, Tampa AM Skate Competition, Fan Fest (Tampa Bay Lightning), Boards for Bros, St. Peter Claver Catholic School, Wounded Veterans Boxing for a Cause, Tampa’s Lowry Park Zoo, The Children’s Home, Stampede of Service (SOS)

Awards/Honors Athletic Equipment Managers Association (A.E.M.A.) member, Rebecca M. Largay USF Foundation College of Business Scholarship, National Society of Collegiate Scholars, Bright Futures Scholarship, History of Achievement Award, Delta Epsilon Iota Academic Honor Society, Deloitte Leadership Development Workshop invitational 92

Please join us for lunch in the atrium! DBA students and faculty will join us Some 25 Under 25 honorees will as well Guest speaker: Joy Taylor, Co-Founder and CEO, TayganPoint Consulting Will talk about her career and working with leaders such as Jack Welch and George Steinbrenner 93

The co-founder and CEO of TayganPoint Consulting Group, Joy Taylor is an accomplished professional, with more than 20 years’ of cross-functional experience in Lean Sigma, team facilitation, program management, project leadership, and communications and change management. She has a proven ability to manage complex, global programs and initiatives, drive process and productivity improvement efforts and lead change in a fast-paced environment. Prior to founding TayganPoint Consulting Group, she was part of the Strategic Six Sigma Consulting Practice at IBM (formerly PWC), where she was responsible for developing and implementing large scale Six Sigma deployment and implementation plans for global clients. Prior, she served in various quality leadership roles at General Electric and Sentient Enterprises Venture Capital.

Photo Credit: Forbes (see story on next page)

Joy Taylor, Co-Founder and CEO, TayganPoint Consulting

Recent Projects: • Program Leader for the global finance transformation of a Fortune 100 diversified pharmaceutical company. The multi-year scope included design and implementation of new budgeting, forecasting, close and consolidation, reporting processes, and capabilities. • Led the global roll out of Business Process Improvement (BPI) for a Fortune 100 diversified financial services company, including: training, coaching, organizational engagement, and strategic alignment. Developed the strategy and roadmap for the BPI to migrate into a self-sustaining, strategic organization with a global shared service environment. • Program Leader for global budgeting and forecasting system and process for a Fortune 500 energy company. This involved developing a strategy roadmap, service portfolio, and change management plan related to the global roll out during a turbulent acquisition environment. Recently Published Articles: • What Are the Key Drivers of Growth? (Video): At the EY Strategic Growth Forum®, Jim Nixon of Varel International Energy Services, Joy Taylor of TayganPoint Consulting and Herb Engert of EY were interviewed by Dr. Michael “Woody” Woodward on the key drivers of growth. • Leading and Listening – On Your Way to Expertise: Leadership is certainly not something that could be self-declared, it is a talent. It is instinctual. And it is something that develops over time. Most importantly, it requires introspection and the ability to listen. • Are Companies Getting it Done Fast… or Right?: There’s a paradox between the time it takes to complete a project and the quality of the final product. When time wins over quality and due diligence, there can be huge consequences. • Why Change Management Should Be a Top Priority: Darwin said “It is not the strongest that survives, nor the most intelligent; but rather the one that is most adaptable to change.” • Why Active Risk Management Is Essential for Boards of Directors: In today’s fast-paced and social-media driven world, the speed at which a risk can turn into a widely publicized issue means board members must now provide both tactical and strategic supervision over risk management as part of their membership. Education, Certifications, Thought Leadership & Awards: • BA in Communication Studies & Public Speaking – University of Florida • MBA with a concentration in Marketing & Statistics – University of South Florida • Executive Leadership Certification – Tuck University • Sigma Master Black Belt & Black Belt Certifications – General Electric • EY Entrepreneurial Winning Women of Year, 2013

• • • • • •

The 50 Fastest Growing Companies, WBENC, 2013 SmartCEO Magazine Brava! Award Winner, 2014; Selection Committee Member, 2015 Inc. 5000 Fastest Growing Companies in America (2014) NJBIZ 50 Fastest Growing Companies 2014 SmartCEO’s Future 50 Award 2014 Enterprising Women of the Year Award 2015 94

From Basement to $15M: One Woman’s Journey To The Top By Eric T. Wagner , CONTRIBUTOR

“Your net worth is determined by your network.” — Entrepreneur Jeff Walker You’ve heard it before, but do you grasp its significance? 4. Nurturing Is Not Fluff Work Joy Taylor does. When mentoring entrepreneurs on the importance of dedAs co-founder and CEO of Taygan Point Consulting Group, icating time to their relationship network, some fire back her company is among the fastest growing companies in “I don’t have time for that.” Wrong. As Founder and CEO America on the Inc. 5000 list. Yes — she’s on top of the world of Mighty Wise Academy, we spend time writing notes by and has compelling secrets to share. hand, sending strategic gifts and purposely reaching out But first — like most entrepreneurs, Taylor started at the to our important relationships. Why? Because it matters. It makes a difference. Taylor adds: “When LinkedIn LNKD bottom. In fact, her basement. -0.03% sends me a notice of someone’s birthday, or work After quitting her corporate job at IBM she found herself as a anniversary, I take the time to send a short note. There is no startup with zero plan. However, she had something of even need for them to write back, but they feel the connection. more value — a rolodex. That’s not fluff work. That’s called investment.” So why does this matter to you? Because one of the factors 5. Go Deeper to success for an entrepreneur is their ability to establish key Mix business and personal. Politically incorrect? Nonsense. networks. We live in the age of transparency and truth. Of being real. As Taylor and I jumped on a Skype interview for 55 minutes, I quickly learned the seven most important things to turn your connections to cash:

1. It’s Your (Relationship) Network Silly Standing on the podium of successful entrepreneurship starts with the brutal reality of this statement — it’s your network. But not just the network itself. The relationships within the network. Smart entrepreneurs recognize this. Richard Branson swears by it. When I asked Taylor how important it is; she replied: “The truth is, it’s the only thing that matters. Your network of relationships enables you to grow. It allows you to ask questions and seek advice when you need help. When you’ve reached bottom, someone is there to help you out of that hole.” 2. Aim To Be A Connector Taylor thinks it’s your obligation. To connect people. With nary an expectation of anything in return. Do this and Malcolm Gladwell would say you’re “bringing the world together.” According to Taylor: “If you want your business and network to grow, you need to connect people. For example, a young man I know in college asked via email if I knew anyone in the startup incubator or accelerator space. Within 24 hours I connected him to three CEOs who oversee one incubator and two accelerators. That one connection will pay back tenfold somewhere in the future.” 3. First Give Human conditioning works against us. We wake up, look in the mirror and immediately think of ourselves. Passing thoughts of ‘what can I get, what can I achieve today’ put us in the wrong mindset. Apply this mindset to your network of relationships? It won’t work. Taylor says: “Arguably every entrepreneur needs to develop the skill of truly wanting to serve. Giving without any expectation in return. Those who give first always come out ahead.”

As leaders and entrepreneurs we are called to open up and go deeper. Blend work and life in harmony. Which means true relationships go deeper than business only. Taylor told me a story of how her grandfather taught her to “enter into a relationship understanding them on a personal level.” And she’s right. Wish your relationships happy birthday. Send a note of sympathy when tragedy strikes. Learn about their children. Share about your own. We no longer live in a B2B or B2C world. It’s P2P (people to people). 6. Work The System How do the best entrepreneurs manage their most important relationships? They create a system. At Mighty Wise we have a VIP150 list and utilize the CRM software Infusionsoft to manage it. Each person is tagged in the software and if we haven’t had a ‘touch point’ with them in 90 days, the system sends us an email so we can take action. Taylor puts together a Top 100 list every January and works it using her ‘prioritization grid’. She sorts her list based on the criteria of personal and professional — then segments further with categories and works her list for the year. Smart entrepreneurs don’t just wing it — they build systems to nurture their relationships. 7. Your Approach Makes All The Difference Pouring in are emails, letters and requests from afar. Entrepreneurs all across the globe want something. Some requests get through, most don’t. The difference? Their approach. Taylor agrees: “Don’t be afraid to reach out to strangers, but make sure you do the research about them before starting the connection. They want to understand why you selected them. Why you feel they would be a good connection. Why you would love their help — and what you have to offer in exchange. Do this and they will soon become acquaintances and maybe much more.” Yes — take it from a $15M entrepreneur, your network “is the only thing that matters.” 95

Mark Your Calendars! Next EAC meetings:

• September 30, 2016, 8:45 a.m. – 1:00 p.m. • January 27, 2017, 8:45 a.m. – 1:00 p.m.

Additional calendar items: • • • • • • •

Watch your email for details and registration/RSVP info specific to each event. 96