2025 Survey Analysis-1

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University of Houston

C.T. Bauer College of Business | Executive Education

4250 Martin Luther King Houston, TX 77204

Executive Summary

Insperity, a trusted advisor for the leading businesses in America, offers a range of human resources and business solutions aimed at enhancing business performance. The Insperity Business Performance Advisors provide the most extensive Workforce Optimization solution available, which ensures administrative ease, improved benefits, minimized liabilities, and a structured approach to boosting productivity.

The University of Houston is a Carnegie-designated Tier One public research university, recognized by the Princeton Review as one of the premier institutions for undergraduate education. The C. T. Bauer College of Business has established itself as one of the foremost business schools globally, featuring highly ranked programs and esteemed faculty research, including a notable fifth-place ranking among public universities for the production of CEOs in S&P 500 Companies.

Insperity partnered with the University of Houston’s Bauer College of Business to develop the tailored Certified Business Performance Advisor Program (CBPA) The Certified Business Performance Advisor program provides BPAs with the expertise and competencies needed to assist businesses in optimizing their human resources and achieving improved performance using comprehensive HR solutions. Insperity offers BPAs various resources, training, and support to ensure their success in these roles, including access to a network of experts and company-sponsored events

The BPAs take a series of twelve courses to complete the Certified Business Performance Advisors Program. Insperity has compiled a list of ten survey questions designed to provide information on the effectiveness of the CBPA courses. The surveys are designed to provide insights necessary for enhancing future training programs. This survey analysis report will primarily examine two pivotal questions: whether participants gained valuable knowledge from each course attended and if the content was pertinent to the responsibilities of Business Performance Advisors. These questions are central to determining the effectiveness of the programs. And although the analysis will focus primarily on two pivotal questions, we have included supplementary questions regarding logistics, such as the preparedness of the instructor and the ease of the registration process. It is crucial to comprehend the added value of the course content and its relevance to the BPA's capacity to perform their roles effectively. Leading companies such as Insperity not only acknowledge the significance of their workforce but also recognize the necessity of equipping their Business Performance Advisors with the appropriate skills.

Key Survey Questions

Two Key Survey Questions

Evaluation of training provides essential insights into the effectiveness of training programs and their alignmentwithbusinessobjectives.Understanding whetherparticipantshave acquiredvaluableknowledge is critical for assessing the program's success and ensuring it fulfills its intended purpose. This feedback is instrumental in refining future training initiatives and enhancing overall organizational performance. By evaluating knowledge retention, organizations can ascertain if the training isachieving the desired learning outcomes and equipping participants with the necessary skills and expertise.

1. I gained valuable knowledge from the course that I will be able to apply to help businesses succeed.

o Strongly Disagree

o Disagree

o Agree

o Strongly Agree

2. The content of this course was relevant to my role as a Business Performance Advisor.

o Strongly Disagree

o Disagree

o Agree

o Strongly Agree

Insperity Survey Questions

Q1. I gained valuable knowledge from the course that I will be able to apply to help businesses succeed.

o Strongly Disagree

o Disagree

o Agree

o Strongly Agree

Q2. The content of this course was relevant to my role as a Business Performance Advisor.

o Strongly Disagree

o Disagree

Q3. The instructor was prepared for the program he/she delivered.

o Strongly Disagree

o Disagree

o Agree

o Strongly Agree

o Agree

o Strongly Agree

Q4. The instructor was receptive to questions and alternative points of view.

o Strongly Disagree

o Disagree

Q5. The method of delivery provided a positive learning experience.

o Strongly Disagree

o Disagree

o Agree

Q6. The objective of the course was clearly identified and followed.

o Strongly Disagree

o Disagree

o Agree

o Strongly Agree

o Strongly Agree

o Agree

o Strongly Agree

Q7. The process for registering for the course was easy and well-organized.

o Strongly Disagree

o Disagree

Q8. Which topic(s) in the course do you believe could be expanded?

o Agree

o Strongly Agree

Q9. Which topic(s) in the course do you believe could be reduced or eliminated?

Q10. Please share any additional comments you believe would improve the course and/or program.

CBPA Courses

Personal Branding

Course Overview

This course highlights the significance of personal branding. It presents the fundamental principles of personal branding, including core values and competencies, and explores the formulation of a desired future through vision analysis, and devise strategies for enhancing their personal brand. Additionally, students acquire skills to develop a compelling online presence that reflects their personal value proposition.

Q1. I gained valuable knowledge from the course that I will be able to apply to help businesses succeed.

Applicable Knowledge

Key Findings

A substantial portion of BPA participants, approximately 60%, expressed strong agreement regarding the valuable knowledge they gained from the course, while 38% agreed and 2% strongly disagreed.

Q2. The content of this course was relevant to my role as a Business Performance Advisor

Course Relevancy

Key Findings

At least 62% of BPA’s strongly agreed that course content was relevant to their role, while 35% agreed, 2% strongly disagreed and 1% disagreed.

Participants Comments

“I think the topics were delivered well and explained in a way to help us understand that personal branding is not only for BPA's, but can be applied to prospecting and to current clients. It will bring more value to our conversations.”

“As someone who spent good deal of my career in advertising and working with companies to craft marketing messages and branding, I thoroughly enjoyed this course and the instructor. She was engaging and very interactive during the live course.”

“This was very valuable course and not only will it apply to my work life but also personal life.”

Additional Survey Questions

The survey's questions three to seven focus on the overall learning experience and logistical elements of the training, offering valuable insights into the program. The responses to these inquiries are organized in a tabular format for clarity and ease of analysis.

Key Findings

Q3. The instructor was prepared for the program he/she delivered.

A significant 84% of participants indicated strong agreement regarding the instructor's expertise and readiness for the course, while an additional 14% expressed general agreement. In contrast, fewer than 2% of individuals voiced strong disagreement with this evaluation.

Q4. The instructor was receptive to questions and Alternative points of view.

A significant majority of participants, 78%, expressed strong agreement regarding the instructor's openness to questions and differing perspectives, while an additional 19% agreed. In contrast, fewer than 2% of participants disagreed, and an equal percentage strongly disagreed.

Q5. The method of delivery provided a positive learning experience

A significant 64% of participants expressed strong agreement that the instructor's delivery method contributed to a positive classroom learning experience, with an additional 33 participants indicating their agreement. In contrast, fewer than 1% disagreed, and less than 2% strongly disagreed with this assessment.

Q6. The objective of the course was clearly identified and followed.

A total of 66% of participants strongly agreed that the course objectives were clearly identified, while 31% of participants agreed. Conversely, less than 2% disagreed, and 2% strongly disagreed with this assessment.

Q7. The process for registering for the course was easy and well-organized.

A significant 66% of participants expressed strong agreement regarding the clarity of the course objectives, while an additional 31% indicated general agreement. In contrast, only a small fraction, less than 2%, disagreed, and another 2% strongly disagreed with this evaluation.

Networking

Course Overview

This course emphasizes the four key pieces of networking. It involves preparing for networking by recognizing the value of your experience and expertise to others, and utilizing a preparatory process before engaging in networking activities. It also focuses on prioritizing individuals and organizations by reviewing a model for identifying key networking connections. Additionally, it introduces effective methods for in-person networking and explores a digital networking framework utilizing social media platforms. Finally, it covers strategies for fostering network growth by becoming a thought leader through digital channels and tailored content.

Q1. I gained valuable knowledge from the course that I will be able to apply to help Businesses succeed.

Applicable Knowledge

Key Findings

A significant 58% of BPA participants expressed strong agreement regarding the valuable knowledge they gained from the course, while 42% indicated general agreement. In contrast, only 2% of respondents strongly disagreed with the assessment Applicable

Q2. The content of this course was relevant to my role as a Business Performance Advisor.

Course Relevancy

Strongly Disagree Disagree Agree Strongly Agree

Key Findings

At least 38% of BPA’s strongly agreed that course content was relevant to their professional roles, while 57% agreed, 8% disagreed, and 3% strongly disagreed.

Participants Comments

“I thought it was a good blend of content and well put together.”

“As someone with nearly 30 years of experience in sales and marketing, networking has been a big part of my career. So, I don't think there would be a topic I would expand on, but it was effective for me to hear about different ideas and refreshers.” O

n

“Really enjoyed the creative ways that BPAs are creatively identifying and engaging new networks. This is something perhaps we should be sharing in a Sales Coach environment.”

Additional Survey Questions

The survey's questions three to seven focus on the overall learning experience and logistical elements of the training, offering valuable insights into the program. The responses to these inquiries are organized in a tabular format for clarity and ease of analysis.

Key Findings

Q3. The instructor was prepared for the program he/she delivered.

A significant 78% of participants indicated strong agreement with the instructor's expertise and readiness for the course, while an additional 21% expressed general agreement. In contrast, fewer than 1% disagreed, and only 1% strongly disagreed with this evaluation

Q4. The instructor was receptive to questions and Alternative points of view.

A significant 71% of participants expressed strong agreement regarding the instructor's openness to questions and differing viewpoints, while an additional 29% indicated general agreement. In contrast, only 1% of participants strongly disagreed with this evaluation.

Q5. The method of delivery provided a positive learning experience

A significant 65% of participants expressed strong agreement that the instructor's delivery method contributed to a positive learning experience in the classroom, while 34% agreed. In contrast, fewer than 1% of participants disagreed or strongly disagreed with this assessment.

Q6. The objective of the course was clearly identified and followed.

A significant 66% of participants expressed strong agreement regarding the clarity of the course objectives, while an additional 31% indicated general agreement. In contrast, fewer than 2% of respondents disagreed, and less than 1% strongly disagreed with this evaluation.

Q7. The process for registering for the course was easy and well-organized.

A significant 64% of participants expressed strong agreement regarding the ease and organization of the registration process, while an additional 34% agreed. In contrast, only 1% of individuals disagreed, and less than 1% strongly disagreed with this evaluation.

Q3 - Q7 Networking

Social Media Marketing

Course Overview

This course highlights the significance and benefits of social media marketing. It introduces the fundamental principles of personal branding, including core values and competencies. Participants will create a vision for their future through vision and mission statements, develop SMART goals, perform a personal SWOT analysis, and formulate strategies for establishing their personal brand. Additionally, the course covers how to construct a compelling online brand that reflects one's personal value proposition.

Q1. I gained valuable knowledge from the course that I will be able to apply to help Businesses succeed.

Applicable Content

Key Findings

At least 43% of BPA participants expressed strong agreement regarding the valuable knowledge they gained from the course, while 51% indicated general agreement. In contrast, less than 1% of respondents strongly disagreed and 4% disagreed.

Q2. The content of this course was relevant to my role as a Business Performance Advisor

Key Findings

A significant 58% of BPA participants expressed strong agreement regarding the relevance of the course content to their roles, while 42% indicated general agreement. In contrast, only 2% of respondents strongly disagreed with the assessment.

Participants Comments

“I learned a lot in this course. What I thought was social media marketing was turned on its ear. My view of SMM is now wider and more relevant. This course certainly expanded my horizon of the subject. “I felt as if the course was pretty well rounded. Would have liked additional time in some of the breakout sessions.”

“Maybe the calendar as I understand the "Holiday" scheduling. I'd like to understand more about the day to day and the algorithm of consumers on line with each platform.”

Additional Survey Questions

The survey's questions three to seven focus on the overall learning experience and logistical elements of the training, offering valuable insights into the program. The responses to these inquiries are organized in a tabular format for clarity and ease of analysis.

Key Findings

Q3. The instructor was prepared for the program he/she delivered.

A significant 62% of participants indicated strong agreement regarding the instructor's expertise and readiness for the course, while an additional 36% expressed general agreement. In contrast, fewer than 1% of respondents disagreed, and an equal percentage strongly disagreed with this evaluation.

Q4. The instructor was receptive to questions and Alternative points of view.

A significant 57% of participants expressed strong agreement regarding the instructor's openness to questions and differing viewpoints, while an additional 42% indicated general agreement. In contrast, fewer than 1% of participants strongly disagreed with this evaluation.

Q5. The method of delivery provided a positive learning experience

A significant 47% of participants expressed strong agreement that the instructor's delivery method contributed to a positive classroom learning experience, while an additional 50% indicated general agreement. In contrast, a small portion, at least 2%, disagreed with this assessment.

Q6. The objective of the course was clearly identified and followed.

A significant 47% of participants expressed strong agreement regarding the clarity of the course objectives, while an additional 49 participants indicated their agreement. In contrast, fewer than 4% of respondents disagreed, and less than 1% strongly disagreed with the statement.

Q7. The process for registering for the course was easy and well-organized.

A significant 50% of participants expressed strong agreement regarding the ease and organization of the registration process, while an additional 47% indicated their agreement. In contrast, fewer than 1% of participants disagreed or strongly disagreed with this evaluation.

Q3 - Q7 - Social Media Marketing

Digital Selling

Course Overview

This course provides an overview of digital selling, emphasizing the importance of establishing a digital brand and expanding your professional network. It covers the creation of buyer personas to develop buyer-centric profiles and gain insights into the purchasing journey. Participants will learn about social selling, including how to choose the right platform, generate engaging content, interact with their network, and establish a consistent social routine. Additionally, the course addresses buyer prospecting techniques, such as conducting research, identifying qualified leads, initiating contact, and engaging in meaningful solution discussions. Finally, it explores the development of a buyer-centric communication cadence, utilizing various methods such as phone calls, emails, and social media interactions.

Q1. I gained valuable knowledge from the course that I will be able to apply to help Businesses succeed.

Applicable Knowledge

Key Findings

A significant 52% of BPA participants expressed strong agreement regarding the regarding the valuable knowledge they gained from the course, while 48% indicated general agreement.

Q2. The content of this course was relevant to my role as a Business Performance Advisor

Course Relevancy

Participant Comments:

Key Findings

A significant 62% of BPA participants expressed strong agreement regarding the relevance of the course content to their roles, while 38% indicated general agreement.

“I love the AI portion... I would have loved to spend more time here.”

“The course provided sufficient value.”

“I thought it was all relevant”

“This course and instructor was my favorite so far!”

“Carl was impressive - the fact that he could relate to what was going on 30+ years ago and was also up to speed on latest social tools, and AI was great.”

Additional Survey Questions

Key Findings

Q3. The instructor was prepared for the program he/she delivered.

A significant 64% of participants indicated strong agreement regarding the instructor's expertise and readiness for the course, while an additional 35% expressed general agreement.

Q4. The instructor was receptive to questions and Alternative points of view.

A notable 68% of participants strongly agreed that the instructor was receptive to questions and diverse perspectives, while an additional 32% also expressed their agreement.

Q5. The method of delivery provided a positive learning experience

A significant 60% of participants expressed strong agreement that the instructor's delivery method contributed to a positive learning experience in the classroom, while an additional 37% agreed. In contrast, only 2% of individuals disagreed, and 1% strongly disagreed with this assessment.

Q6. The objective of the course was clearly identified and followed.

A total of 54% of participants expressed strong agreement that the course objectives were clearly defined, while an additional 45% indicated their agreement.

Q7. The process for registering for the course was easy and well-organized.

A significant 57% of participants expressed strong agreement regarding the ease and organization of the registration process, while an additional 41% indicated their agreement. In contrast, fewer than 1% of individuals disagreed with this evaluation.

Q3 - Q7 - Digital Selling

Entrepreneurship

Course Overview

This course delves into the essence of entrepreneurship by addressing key questions such as, "What is Entrepreneurship?" and "What characteristics define an Entrepreneur's mindset and attitude?" It also provides an overview of various business models, including the Business Model Canvas, while examining the financial implications associated with these models, particularly in terms of revenues, customer engagement, and costs.

Q1. I gained valuable knowledge from the course that I will be able to apply to help Businesses succeed.

Applicable Knowledge

Key Findings

A significant majority of BPA participants, specifically 55%, reported strong agreement regarding the valuable insights they acquired from the course, while 44% expressed general agreement. In contrast, fewer than 1% of participants indicated any form of disagreement

Q2. The content of this course was relevant to my role as a Business Performance Advisor

Course Relevancy

Key Findings

A notable 63% of BPA participants strongly agreed that the course content was pertinent to their roles, while 36% expressed general agreement. Only 1% disagreed, and less than 1% strongly disagreed.

Participant Comments:

“I really enjoyed how to take what we learned in this course and make it part of the discovery conversation with prospects and customers.”

“I think the mix of topics was great. Time spent on each was relevant and well coordinated.”

“I learned more than I thought I would in this course. I don't know if anything else needs to be expanded.”

“I liked what I learned now to practice it more often.”

Additional Survey Questions

Key Findings

Q3. The instructor was prepared for the program he/she delivered.

A total of 77% participants expressed strong agreement regarding the instructor's knowledge and preparedness for the course, while 22% participants agreed, while less than 1% strongly disagreed.

Q4. The instructor was receptive to questions and Alternative points of view.

A total of 71% of participants strongly agreed that the instructor was receptive to questions and alternative points of view, while 28% and less than 1% disagreed and less than 1% strongly disagreed.

Q5. The method of delivery provided a positive learning experience

A significant 57% of participants expressed strong agreement regarding the ease and organization of the registration process, while an additional 41% indicated their agreement. In contrast, fewer than 1% of individuals disagreed with this evaluation.

Q6. The objective of the course was clearly identified and followed.

A significant 58% of participants strongly agreed that the course objectives were clear, while an additional 41% expressed general agreement. Conversely, a small minority, comprising 1% of participants, disagreed, and 2% strongly disagreed with this evaluation.

Q7. The process for registering for the course was easy and well-organized.

A significant 62% of participants expressed strong agreement regarding the ease and organization of the registration process, while an additional 36% indicated general agreement. In contrast, fewer than 1% of participants agreed, and only 1% strongly disagreed with the statement.

Tier 2 - Business & Marketing Development

Business & Marketing Development (Required for Certification)

This course focuses on the essential principles of business development, marketing, and customer management. It covers marketing planning tools, including strategies for product line planning, value-based pricing, and effective distribution and sales techniques. Additionally, the course explores the relationship between a product's life cycle and its brand strategy, as well as methods for identifying a target market and crafting a product positioning statement that conveys a clear and relevant message.

Q1. I gained valuable knowledge from the course that I will be able to apply to help Businesses succeed

Applicable Knowledge

Key Findings

A substantial majority of BPA participants, totaling 46%, indicated strong agreement regarding the valuable insights gained from the course, while 51% showed general agreement. In contrast, only a small fraction, less than 1.3%, expressed disagreement, and 1.9% strongly disagreed.

Q2. The content of this course was relevant to my role as a Business Performance Advisor

Course Relevancy

Key Findings

A significant 48% of BPA participants expressed strong agreement regarding the relevance of the course content to their professional roles, while an additional 49% indicated general agreement. In contrast, only 2.72% of participants disagreed, and less than 1.09% strongly disagreed with the course's applicability.

Participant Comments:

“I appreciated the case study- it was nice to go through it together, and I would like more classes to use real-life examples and follow through with how it fits into the model.”

“I really enjoyed the Value chain insights and would like to dive a little deeper in that are.”

“I really liked the case study analysis to apply what we learned with STP. Maybe more elaboration on market mixes across emerging markets like technology.”

Additional Survey Questions

Key Findings

Q3. The instructor was prepared for the program he/she delivered.

A total of 235 participants indicated strong agreement with the instructor's expertise and readiness for the course, while an additional 125 participants expressed general agreement. In contrast, four respondents disagreed, and three strongly disagreed.

Q4. The instructor was receptive to questions and Alternative points of view.

A total of 231 participants expressed strong agreement regarding the instructor's openness to questions and differing viewpoints, while 130 participants agreed, three disagreed, and another three strongly disagreed.

Q5. The method of delivery provided a positive learning experience

A total of 191 participants strongly agreed that the instructor’s method of delivery provided a positive learning experience in the classroom, while 164 participants agreed. Conversely, six individuals disagreed, and six strongly disagreed.

Q6. The objective of the course was clearly identified and followed.

A total of 195 participants expressed strong agreement regarding the clarity of the course objectives, while 159 participants indicated their agreement. In contrast, ten participants disagreed, and another three strongly disagreed with this assessment.

Q7. The process for registering for the course was easy and well-organized.

A total of 170 participants strongly agreed that the registration process was easy and well organized, while 116 participants agreed. Conversely, twelve individuals disagreed, and three strongly disagreed with this assessment.

Q3 - Q 7 - Business & Marketing Development

Strategy

This course delves into the four fundamental laws of strategy, emphasizing the essential elements of crafting a vision and developing mission statements. It explores the concept of sustainable competitive advantage through Porter’s Model of Competitive Forces, alongside strategies for business leverage and the effective use of strategic alliances. Additionally, the curriculum addresses turnaround strategies and the importance of contingency planning in navigating complex business environments.

Q1. I gained valuable knowledge from the course that I will be able to apply to help Businesses succeed.

Applicable Knowledge

Key Findings

A substantial majority of BPA participants, totaling 44%, indicated strong agreement regarding the valuable insights gained from the course, while 52% showed general agreement. In contrast, only a small fraction, less than 3%, expressed disagreement, and less than 1% strongly disagreed.

Q2. The content of this course was relevant to my role as a Business Performance Advisor

Relevant Content

Key Findings

A notable 48% of BPA participants strongly agreed that the course content was relevant to their professional roles, while an additional 49% expressed general agreement. In contrast, only 2.66% of participants disagreed, and fewer than 1% strongly disagreed regarding the course's applicability.

Participant Comments:

“More expansion on how the models directly correlate with Insperity”

“None, I thought the length in each topic partnered with the breakout rooms was perfect.”

“None, I thought the length in each topic partnered with the breakout rooms was perfect.”

Additional Survey Questions

Key Findings

Q3. The instructor was prepared for the program he/she delivered.

A significant 54% of participants strongly agreed that the instructor exhibited extensive knowledge and preparedness for the course, while an additional 45% indicated general agreement. Conversely, fewer than 2% of participants expressed disagreement or strong disagreement with this assessment.

Q4. The instructor was receptive to questions and Alternative points of view.

A significant 56% of participants strongly agreed that the instructor was receptive to questions and diverse perspectives, while 42% expressed general agreement with this view. In contrast, only 1% of participants disagreed, and another 1% strongly disagreed with the assessment.

Q5. The method of delivery provided a positive learning experience

A significant 44% of participants expressed strong agreement that the instructor's delivery method contributed to a positive classroom learning experience, while an additional 48% agreed. In contrast, 7% of individuals disagreed, and fewer than 1% strongly disagreed.

Q6. The objective of the course was clearly identified and followed.

A significant 45% of participants reported strong agreement regarding the clarity of the course objectives, while an additional 50% expressed general agreement. Conversely, fewer than 4% disagreed, and only 2% strongly disagreed with this evaluation.

Q7. The process for registering for the course was easy and well-organized.

A significant 56% of participants expressed strong agreement regarding the ease and organization of the registration process, while an additional 39% indicated general agreement. In contrast, fewer than 4% of individuals disagreed, and only 1% strongly disagreed with this evaluation.

Q4 - Q7

Leadership & Organizational Development

Leadership & Organizational Development*

This course on Leadership and Organizational Development emphasizes key areas such as the SPIN strategy and the importance of asking insightful questions. It covers the definition of leadership and its core principles, alongside strategies for hiring top talent. Additionally, the course focuses on creating effective training programs, fostering employee development, and enhancing retention rates. It also addresses performance management strategies, reinforcing the significance of inquiry in leadership practices.

Q1. I gained valuable knowledge from the course that I will be able to apply to help Businesses succeed.

Applicable Knowledge

Key Findings

Agree

A substantial majority of BPA participants, totaling 65%, indicated strong agreement regarding the valuable insights gained from the course, while 33% showed general agreement. In contrast, only a small fraction, less than 1%, expressed disagreement, and less than 2% strongly disagreed.

Q2. The content of this course was relevant to my role as a Business Performance Advisor

Relevant Content

Key Findings

Strongly Disagree Disagree Agree Strongly Agree

A notable 69% of BPA participants strongly agreed that the course content was relevant to their professional roles, while an additional 29% expressed general agreement. In contrast, less than 1% of participants disagreed, and fewer than 2% strongly disagreed regarding the course's applicability.

Participant Comments:

“I enjoy checking in with other BPA's in the breakout rooms to get feedback and ideas. Instructor was good and knowledgeable, but told some very long winded stories.”

“SPIN selling was great, would definitely benefit a BPA from learning more about this early on.”

“I loved this course! I was very interested and would love to delve more deeply into what happens when this goes wrong and how to correct it. Also, what are the other options outside of Insperity?”

Additional Survey Questions

Key Findings

Q3. The instructor was prepared for the program he/she delivered.

A significant 81% of participants expressed strong agreement regarding the instructor's extensive knowledge and preparedness for the course, while an additional 17% indicated general agreement. Conversely, less than 2% of participants strongly disagreed with this evaluation.

Q4. The instructor was receptive to questions and Alternative points of view.

A significant 74% of participants strongly agreed that the instructor was receptive to questions and diverse perspectives, while 24% expressed general agreement. In contrast, fewer than 2% of participants strongly disagreed with this viewpoint.

Q5. The method of delivery provided a positive learning experience

A significant 67% of participants expressed strong agreement that the instructor's delivery method contributed to a positive classroom learning experience, while an additional 30% agreed. In contrast, fewer than 2% of respondents disagreed, and an equal percentage strongly disagreed.

Q6. The objective of the course was clearly identified and followed.

A significant 69% of participants reported strong agreement regarding the clarity of the course objectives, while an additional 29% expressed general agreement. Conversely, fewer than 1% disagreed, and less than 2% strongly disagreed with this evaluation.

Q7. The process for registering for the course was easy and well-organized.

A significant 69% of participants expressed strong agreement regarding the ease and organization of the registration process, while an additional 27% indicated general agreement. In contrast, fewer than 2% of respondents disagreed, and an equal percentage strongly disagreed with this evaluation.

Q3 - Q7 - Leadership & Organizational Development

Operations*

This course emphasizes productive systems in both manufacturing and service sectors. It covers the identification of inputs, the conversion processes, and the resulting outputs. Additionally, it teaches how to recognize, formulate, and analyze operational issues through process analysis. The course also explores the interconnections between operations, marketing, accounting, finance, and engineering functions.

Q1. I gained valuable knowledge from the course that I will be able to apply to help Businesses succeed.

Valuabe Knowledge

Key Findings

A substantial majority of BPA participants, totaling 40%, indicated strong agreement regarding the valuable insights gained from the course, while 55% showed general agreement. In contrast, only a small fraction, less than 3%, expressed disagreement, and less than 2% strongly disagreed.

Q2. The content of this course was relevant to my role as a Business Performance Advisor

Relevant Content

Key Findings

Participant Comments:

A significant 40% of BPA participants expressed strong agreement regarding the relevance of the course content to their professional roles, while an additional 52% indicated general agreement. Conversely, 20% of participants disagreed with the course's applicability, and fewer than 2% strongly disagreed.

“This was a tough course. I am in awe of operations people after this session. I don't know if I could have gone beyond what was covered. I struggled with the math. :)”

“The overall class was amazing. There was a lot of information. But it made sense to cover the topic adequately.”

“I would have like a little more practice building some of the charts at a high level”

“I liked being put into the situations and actively participating in the group activities and then discussing.”

Additional Survey Questions

Key Findings

Q3. The instructor was prepared for the program he/she delivered.

A notable 63% of participants strongly agreed that the instructor demonstrated extensive knowledge and was wellprepared for the course, while an additional 34% expressed general agreement. In contrast, fewer than 2% of participants strongly disagreed, and less than 2% disagreed with this assessment.

Q4. The instructor was receptive to questions and Alternative points of view.

A significant 61% of participants strongly agreed that the instructor was receptive to questions and diverse perspectives, while 38% expressed general agreement. In contrast, fewer than 2% of participants strongly disagreed with this viewpoint.

Q5. The method of delivery provided a positive learning experience

A significant 44% of participants expressed strong agreement that the instructor's delivery method contributed to a positive classroom learning experience, while an additional 46% agreed. In contrast, 8% of respondents disagreed, and an equal percentage strongly disagreed.

Q6. The objective of the course was clearly identified and followed.

A significant 46% of respondents expressed strong agreement regarding the clarity of the course objectives, while an additional 48% indicated general agreement. Conversely, 4% of participants disagreed, and fewer than 2% strongly disagreed.

Q7. The process for registering for the course was easy and well-organized.

A significant 54% of participants expressed strong agreement regarding the ease and organization of the registration process, while an additional 43% indicated general agreement. In contrast, fewer than 2% of respondents disagreed, and an equal percentage strongly disagreed with this evaluation.

Managerial Finance

Managerial Finance

This course emphasizes the significance of financial information for businesses, particularly in relation to business activities and financial statements. It covers essential topics such as performance metrics and their influence on business outcomes, management accounting for aligning goals through planning, cost control, and decision-making. Additionally, the course delves into cost drivers and value chain analysis, examining various types of cost drivers, including activity, structural, and organizational factors. It also addresses cost accumulation and allocation, focusing on materials, labor, and overhead, as well as cost behavior, which encompasses fixed, variable, and mixed costs. Finally, the course includes breakeven analysis, highlighting contribution margins and the determination of breakeven points and sales.

Q1. I gained valuable knowledge from the course that I will be able to apply to help Businesses succeed.

Applicable Knowledge

Key Findings

A substantial majority of BPA participants, totaling 70%, indicated strong agreement regarding the valuable insights gained from the course, while 27% showed general agreement. In contrast, only a small fraction, 3%, expressed disagreement.

Q2. The content of this course was relevant to my role as a Business Performance Advisor

Course Relevancy

Key Findings

Strongly Disagree Disagree Agree Strongly Agree

Participant Comments:

A significant 83% of BPA participants expressed strong agreement regarding the relevance of the course content to their professional roles, while an additional 14% indicated general agreement. Conversely, 3% of participants disagreed with the course's applicability.

“I would have enjoyed the focus on the individual components of HR and the labor and fringe impacts on each line in the P&L they impact.”

“I would have enjoyed the focus on the individual components of HR and the labor and fringe impacts on each line in the P&L they impact.”

“really helpful! I was abysmal at accounting in college and this helped me become so much more confident in finance & accounting and understand our value prop.”

Additional Survey Questions

Key Findings

Q3. The instructor was prepared for the program he/she delivered.

A significant 80% of participants expressed strong agreement regarding the instructor's extensive knowledge and preparedness for the course, while an additional 17% indicated general agreement. Conversely, 3% of participants strongly disagreed with this assessment.

Q4. The instructor was receptive to questions and Alternative points of view.

A significant 57% of participants strongly agreed that the instructor was receptive to questions and diverse perspectives, while 37% expressed general agreement. In contrast, fewer than 2% of participants disagreed with this viewpoint.

Q5. The method of delivery provided a positive learning experience

A notable 37% of participants strongly agreed that the instructor's teaching approach enhanced their classroom learning experience, with an additional 47% expressing general agreement. Conversely, 13% of respondents disagreed, while 3% strongly disagreed with this assessment.

Q6. The objective of the course was clearly identified and followed.

A notable 60% of participants reported strong agreement on the clarity of the course objectives, while an additional 33% expressed general agreement. In contrast, 7% of respondents disagreed with this assessment.

Q7. The process for registering for the course was easy and well-organized.

A notable 80% of participants reported strong agreement on the simplicity and organization of the registration process, while the remaining 20% expressed general

Managerial Finance

Mergers & Acquisitions

Mergers & Acquisitions

This course delves into various aspects of mergers and acquisitions, covering the M&A landscape and the different types of transactions that fall under this category. It explores the structuring of mergers, the financing of acquisitions, and the methods used to value M&A deals, including metrics such as the price-to-earnings ratio, enterprise value to sales, discounted cash flow analysis, and replacement cost. Additionally, the course provides insights on enhancing the attractiveness of a business for potential M&A opportunities.

Q1. I gained valuable knowledge from the course that I will be able to apply to help Businesses succeed.

Applicable Knowledge

Key Findings

Strongly Disagree Disagree Agree Strongly Agree

A significant majority of BPA participants, comprising 61%, expressed strong agreement regarding the valuable insights acquired from the course, while 36% indicated general agreement.

Q2. The content of this course was relevant to my role as a Business Performance Advisor

Course Relevancy

Key Findings

Strongly Disagree Disagree Agree Strongly Agree

Participant Comments:

“The content was covered well so no need for expansion”

A substantial majority of BPA participants expressed their agreement, with 47% strongly agreeing and 53% agreeing.

“would be good to expand on the CAM process and how these services can add value to M&A deals”

“This was meant to be high level which it was, but I think drilling down a little more into business specifics would be good. Example would be how EBITDA and then formulating in more detail how Insperity fits in.”

Additional Survey Questions

Key Findings

Q3. The instructor was prepared for the program he/she delivered.

A significant 55% of participants expressed strong agreement regarding the instructor's extensive knowledge and preparedness for the course, while an additional 45% indicated general agreement.

Q4. The instructor was receptive to questions and Alternative points of view.

A significant 63% of participants strongly agreed that the instructor was receptive to questions and diverse perspectives, while 37% expressed general agreement.

Q5. The method of delivery provided a positive learning experience

A significant 53% of participants expressed strong agreement that the instructor's teaching methods positively impacted their learning experience in the classroom, while an additional 44% indicated general agreement. In contrast, only 2% of respondents disagreed with this assessment.

Q6. The objective of the course was clearly identified and followed.

A notable 51% of participants reported strong agreement on the clarity of the course objectives, while an additional 47% expressed general agreement. In contrast, only 2% of respondents disagreed with this assessment.

Q7. The process for registering for the course was easy and well-organized.

A notable 51% of participants reported strong agreement on the simplicity and organization of the registration process, while the remaining 49% expressed general agreement

Mergers & Acquisitions

Management Information Systems

Management Information Systems*

This course addresses the common challenges encountered prior to technology acquisition, delves into utility and cloud computing, and explains the mechanics and benefits of virtualization. It also covers the cost-benefit analysis essential for evaluating information systems and the formulation of a compelling business case for their implementation. Additionally, the course emphasizes the establishment of processes for e-business innovation and explores the transformative potential of big data.

Q1. I gained valuable knowledge from the course that I will be able to apply to help Businesses succeed.

Applicable Knowledge

Key Findings

A significant majority of BPA participants, comprising 41%, expressed strong agreement regarding the valuable insights acquired from the course, while 54% indicated general agreement.

Q2. The content of this course was relevant to my role as a Business Performance Advisor

Course Relevancy

Key Findings

Participant Comments:

The results indicate that a significant majority of BPA participants were in favor, with 54% expressing strong agreement and 41% agreeing. In contrast, only 4% disagreed, while a mere 1% strongly disagreed.

“Several of the modules were great and loved how the instructor was able to apply the IT solutions to what we do at Insperity”

“I enjoyed the portion of the class explaining different analysis models companies use to evaluate tech I would like to learn more about this. This portion of the course felt very relevant to understanding the buyer. Also, having a base line knowledge of APIs was informative. You hear this term a lot w/ tech clients who are comfortable in this space.”

“Nothing, I thought this course was one of the best ones so far”

Additional Survey Questions

Key Findings

Q3. The instructor was prepared for the program he/she delivered.

A notable 63% of participants strongly agreed that the instructor demonstrated extensive knowledge and was wellprepared for the course, while an additional 35% expressed general agreement. In contrast, 2% of respondents disagreed, and another 2% indicated neutrality.

Q4. The instructor was receptive to questions and Alternative points of view.

A notable 60% of participants expressed strong agreement regarding the instructor's openness to questions and varied viewpoints, while 39% indicated general agreement. Only a small fraction, less than 1%, disagreed or strongly disagreed with this assessment.

Q5. The method of delivery provided a positive learning experience

A notable 48% of participants strongly agreed that the instructor's teaching methods had a positive effect on their learning experience, while another 48% expressed general agreement. Conversely, 3% of respondents disagreed with this view, and fewer than 1% strongly disagreed.

Q6. The objective of the course was clearly identified and followed.

A significant 50% of participants indicated strong agreement regarding the clarity of the course objectives, while an additional 47% showed general agreement. In contrast, only 2% of respondents expressed disagreement, and less than 1% strongly disagreed with this evaluation.

Q7. The process for registering for the course was easy and well-organized.

A significant 58% of respondents indicated strong agreement regarding the ease and organization of the registration process, while an additional 40% showed general agreement. Only a small fraction, less than 1%, expressed disagreement, with an equal percentage strongly disagreeing.

Management Information Systems

Instructor was Prepared Instructor was Receptve Positive Learning Experience Course Objectives Registration Process

Faculty Bios

Amy Vandaveer Novak is a Senior Professor of Practice in the Marketing Department teaching Professional Selling and Personal Branding. She brings her real-world experiences to the classroom and emphasizes the importance of sales and communication in any environment, professionally or personally. Amy also teaches Business Communications MBA Program and MS in Sales Leadership. She has been recognized as an outstanding instructor by receiving the Program for Excellence in Selling's Teaching Award in 2002, the Bauer College of Business Teaching Excellence Award in 2013 and 2019, and the University of Houston's Excellence in Teaching Awards for Clinical Faculty and Group Teaching in the Program for Excellence in Selling in 2016.

Amy has over 10 years business experience in sales, marketing, and training. She received her Bachelor of Arts degree from Texas A&M University and studied English and Speech Communications, while earning her teaching certification. part of success in business.

Professor Vandaveer Novak also works with organizations to improve their effectiveness through providing executive education and training and is a respected keynote speaker. Her content areas include: Sales, Marketing, Needs Assessment, Personal Branding, Communication, Presentations, Crucial Conversations, and Business Acumen. Her past clients include: Schlumberger, CenterPoint Energy, AIG, Exxon Mobil, CITGO, 3M, Ecolab, and HISD.

Areas of Expertise

∙Sales ∙Marketing ∙Communication ∙Personal Branding ∙Crucial Conversations ∙Presentation Skills Education

• University of Houston: Masters, Business Administration Marketing and International Business

• TexasA&M University: Certified Professional Trainer,Adult Learning Competencies

• TexasA&M University: Bachelor ofArts, English and Speech Communication, Secondary

In addition to his work with the Wolff Center for Entrepreneurship, Steve Wilbur is President and Managing Partner of INTX Capital, LLC, a private investment firm that provides growth capital and mezzanine debt to privately-owned companies with annual revenues of $1 Million to $10 Million. He believes successful companies have a focus on developing and nurturing great leaders, and delivering "uniquely" to the customer in the marketplace.

Mr. Wilbur's prior experience includes: -Co-Founder and Managing Partner for an enterprise risk consulting firm that was purchased by a leading accounting firm.

-Co-Founder and Partner of an information technology (IT) staffing firm recognized as the 2nd fastest growing firm in its sector in the United States.

-Interim CEO/COO/CFO with numerous companies in a variety of industries to assist in restructuring or transforming the business.

-Captain in the U.S. Army where he specialized in finance and operational planning. Education

Mr. Wilbur holds an MBA from the University of Houston and a BS in National Security and Public Affairs from the United States Military Academy at West Point.

Research Interests

Professor Zahn is an experienced educator in marketing. After receiving his BBA in marketing from the University of Texas at Austin, he worked as a marketing consultant to the Texas Department of Health. He then served as a software consultant in the oil and gas sector. Afterwards, he returned to school and earned a Ph.D. in Marketing from the University of Houston. He then began his career in academia. While primarily teaching digital marketing, he conducts research on sales force management and ethics, and consults on a range of digital marketing issues. In 2020, he was appointed to serve as the senior marketing advisor for the C.T. Bauer College of Business

• Sales Management

• Ethical Selling

• Social Media Marketing

Education

BBA University of Texas at Austin

Ph.D. University of Houston

Norman Johnson

Areas of Expertise

• Social Media Marketing

• Search Engine Marketing

• Marketing Strategy

• Sales Management

• Digital Sales

Professor - Chair of Decision and Information Sciences & Bauer Professor of Business Analytics

Norman ("Norm") Johnson is the Bauer Professor of Business Analytics, and Chair, of the Decision and Information Sciences Department. Norm also holds a joint appointment as a Professor in the Hobby School of Public Affairs. His expertise is in the areas of decision-making, psychometric analysis, data mining, and predictive analytics. He has been involved in teaching and research in these and other areas for almost two decades. In applied research and practice, he focuses on developing predictive models that are based on numeric and textual data. Norm's academic research focuses on computer-mediated negotiations and human behaviors. His research appears in several leading journals such as MIS Quarterly, Journal of Management Information Systems; Decision Support Systems, European Journal of Information Systems, Information Systems Journal, among others. Prior to his career in academia, Norm was an Assistant Actuary who developed pricing models and valued pension funds. Currently, in practice, Dr. Johnson is a senior advisor on Data Analytics to companies in several industries.

Research Interests

• Communication Media and Negotiation

• Psychometric Analysis

• Affect and Virtual Worlds

• Structured and Unstructured Data Analytics.

Education

Ph.D. - City University of New York

Mohan Kuruvilla

Professor of Practice- Director of MSACCY Program and Director of CAP

As a member of TXCPA for nearly 20 years, Kuruvilla has served in various roles in the organization, including chair of the Accounting Education Conference, Editorial Board, Board of Directors and the Executive Board throughout his tenure. Kuruvilla has served on the Bauer faculty since 2015. He was nominated to the TXCPA leadership position from 28,000 members and their 20 affiliated chapters. In his role, he will be addressing challenges of the accounting profession and providing solutions for the industry.

Chair-elect, TXCPA, 2023-24 | AICPA Leadership Council member, 2024-25 | Chair, TXCPA Pipeline Task Force, 2022-23 | Executive Board member, TXCPA 2019-22 | President, TXCPA Houston, 2018-19 | Chair for the TXCPA, 2024-2025 | AICPA Leadership Council member, 2024-25 | Previously Dean of the School of Business at Houston Christian University and a director at KMPG.

Education

Ph.D., University of Houston, January 1996

M.B.A., University of Houston, December 1991

C.P.A., Texas State Board of Public Accountancy, 1994

A.C.A., Institute of Chartered Accountants of India, 1984

Johannes Habel

Associate Professor - Michael J. Cemo Associate Professorship of Marketing

Johannes Habel's research interests include the psychology of personal selling and sales management as well as the digital transformation of sales. He is a Senior Editor of the Journal of Personal Selling & Sales Management and a member of the Editorial Review Boards of the Journal of Marketing, the Journal of the Academy of Marketing Science, and the Journal of Retailing.

Johannes has received numerous awards for his academic research and participantcentered teaching, including the University of Houston's 2024 Lucile and Leroy Melcher Excellence in Research Award and the 2024 Innovation in Experiential Learning Award for his graduate course Sales Analytics. Johannes has developed and directed customized and open executive education programs for dozens of organizations and taught executives at some of the world's top business schools, including the Darden School of Business at the University of Virginia, Stanford Graduate School of Business at Stanford University, and Yale School of Management at Yale University.

Johannes previously was a Professor at the Warwick Business School, United Kingdom, and an Associate Professor at ESMT Berlin, Germany. He received a doctorate in marketing from the University of Bochum, Germany; and a degree in management from the University of Mannheim, Germany. Before joining academia, he worked as a management consultant with Booz & Company (today strategy&) and as a radio news anchor.

Education

University of Mannheim University of Bochum

Instructional

Ph.D., University of Texas at Austin, 1991, Strategic Management. Teaching areas include strategy, international strategy, and organizational theory. Research interests include organizational decision making, cooperative strategies, and corporate social responsibility. Articles have appeared in Organizational Behavior and Human Decision Processes and Business Horizons. Dr. Carlin joined the faculty at the University of Houston in 2002 after several years of consulting in a variety of industries, particularly the automotive and telecommunications industries.

Research Interests

•organizational decision making

• cooperative strategies

• corporate social responsibility

Education

• Ph.D. Management

University of Texas atAustin

• M.S. Information System

University of Pittsburgh

• B.A.Art History

The University ofArizona

Steven Koch

Senior Professor of Practice- Director, MS Marketing Program

Mr. Koch has more than 20 years of industry experience in marketing, sales, and senior management. His background spans a broad spectrum of responsibilities from marketing research to mergers and acquisitions to general management. Once referred to as the "Coca-Cola Foods whiz" kid by Brand Week and a "consumer market whiz" by Lubricants World, he gained a reputation early in his career as a highly valued marketer.

Mr. Koch retired from Pennzoil-Quaker State in September of 2002 to pursue a 2nd career in academia. He spent the 2002-2003 academic year as Lecturer at Rice University, teaching Brand Management, Business to Business Marketing, and Action Learning Project (Rice University's version of the Business Consulting Projects Program at Bauer).

While at Pennzoil-Quaker State, Mr. Koch held various senior management positions including Senior Vice President and General Manager, Pennzoil-Quaker State Chemicals, Senior Vice President, Marketing Services and Customer Development, and Vice President, New Products and Marketing Information. During his tenure at Pennzoil-Quaker State, his teams received numerous industry excellence awards for marketing and advertising and were recognized by Business Week for developing and commercializing one of the "Top Products of 1999." He managed the successful acquisition and integration of several companies for the Pennzoil Products Company and was viewed as a leader and innovator in the automotive aftermarket, having significantly contributed to the establishment of category management practices across the entire industry.

Before joining Pennzoil, Mr. Koch spent 2 1/2 years with video game marketer Sega, where he first served as Director of Direct Marketing and Marketing Information and subsequently Group Director of Strategic Planning

and Marketing Information. Steve's background also includes 6 years with Coca-Cola Foods where he began as a marketing research manager and was promoted to Director of the Marketing Research Department. While there, Mr. Koch championed several strategically significant marketing initiatives including product optimization (e.g. RSM) and marketing mix modeling. He began his marketing career as a Consumer Research Analyst with Mattel Toys where he led the company's development of modeling survey data to forecast new product revenues long before the products were commercialized . This saved the company significant dollars and improved its new product success rate.

Mr. Koch has served on several for-profit and non-profit board of directors and in his spare time tends to his car collection and ranch in Central Texas. Mr. Koch received his B.S. in Marketing from San Diego State University and his M.S. in Marketing from California State University, Long Beach.

Education

M.S. - California State University, Long Beach

B.S. - San Diego State University

Senior Professor of Practice - Sales Excellence Institute, Director of Executive Education

Carl Herman has over 30 years of experience in High Tech sales and in senior sales management, including 25 years focusing on the Oil and Gas industry.

He earned a Bachelor of Arts degree in Economics from The Colorado College, and a Master’s in Business Administration from Southern Methodist University. He has held sales and sales executive positions for five high technology companies: Unisys, Oracle, Siebel Systems, KPMG Consulting and Landmark Graphics, a Halliburton Company.

At Oracle Corporation, Mr. Herman was one of the three co-managers that started Oracle Energy, the first industry focused sales organization at Oracle. Oracle Energy was unique in having responsibility for product development and support as well as marketing, sales and implementation. Earlier at Oracle, Mr. Herman grew Texaco into the company's largest corporate account and became Oracle's first Global Account Executive with worldwide responsibility for only one account - Texaco Corporation.

As a Director and Senior Manager at KPMG Consulting, Mr. Herman built an Energy Services organization that increased revenues in this segment from $3 Million to $35 Million in two years. At Halliburton, Mr. Herman was Vice President of Sales for US Multinational Oil Companies, a team of 110 sales and geoscience professionals. In his first year the team increased annual operating profit 80%. They accomplished this by implementing innovative strategic account selection and global management processes and a new incentive compensation plan. These major organizational changes at Halliburton created successful customer-supplier relationships with some of the world's largest corporations. As a Senior District Manager at Siebel Systems, Mr. Herman took over a team responsible for one of Siebel's largest accounts, SBC Corporation. For two years, SBC had been trying to implement Siebel CRM for 13,000 business-to-business sales people. Mr. Herman's team worked with Siebel to increase executive involvement and improve usability of Siebel CRM, which resulted in high adoption and use. In less than one-year Siebel CRM became an indispensable part of SBC's sales process. And, Mr. Herman's team sold Siebel PRM to integrate SBC's key channel sales partners in SBC's CRM system. Prior to becoming a full-time member of the Bauer College of Business faculty in June 2005, Mr. Herman served for six years as an Adjunct Professor in the Program for Excellence in Selling. Currently Professor Herman teaches Strategic Selling in the Bauer College of Business' MBA program, as well as a number of undergraduate courses in the Program for Excellence in Selling, including Advanced Professional Selling, Customer Relationship Management and Key Account Selling. In addition, he also conducts courses in sales and customer relationship management for Executive Education clients.

Education

MBA - Southern Methodist University

BA - The Colorado College

Mr. Webb is an award-winning professor at the University of Houston, recognized for his excellence in teaching both undergraduate and executive MBA students. He has received several teaching awards, including the University of Houston's individual teaching excellence award in 2020, the group teaching award in 2016, and the Bauer College of Business teaching award three times, most recently in 2023. EMBA students have honored him as their outstanding professor ten times.

With over 28 years of business experience, Mr. Webb has held significant roles such as the youngest corporate officer at the Dial Corporation, Vice President of Field Sales at Dial, Vice President of Sales at M&M/Mars, and President and CEO of Mars' food division. He has been teaching at the University of Houston for 25 years, currently serving as a senior professor of practice and executive director of the Steven Stagner Sales Excellence Institute. He teaches Sales Management, Key Account Selling, and Corporate Politics. Mr. Webb holds a Bachelor of Science degree from Florida State University and an MBA with honors from the University of Houston. Mr. Webb also does executive coaching, consulting, corporate speaking, and executive education. His areas of expertise include Sales, Sales Management, Key Account Selling, Marketing, and Leadership.

Education

M.B.A. - University of Houston

B.S. - Florida State University

John Lopez, CFP®

Personal Financial Planning, Senior Professor of Practice

Education

CFP Certificate Program

Rice University

MBA, Finance

Texas A&M University

BBA, Finance

University of Houston

After a career in Corporate America, took early retirement and began teaching at the Bauer College of Business. Created, manages and teaches the Personal Financial Planning Track at the Bauer College of Business. It is a CFP(R) Board Registered Education Program and upon completion, students are eligible to sit for the CFP(R) Exam. Teaches courses in Corporate Finance, Personal Financial Planning, Personal Insurance, Retirement Planning, and Estate Planning. Recipient of the 2015 Bauer College of Business' Wayne and Kathryn E. Payne Award for Excellence in Teaching and the 2016-2017 University of Houston Teaching Excellence Clinical Award.

Gordon D. Smith, Ph.D., is a Professor of Practice Supply Chain Management in the Department of Decision and Information Sciences at the University of Houston C.T. Bauer College of Business. He holds a Ph.D. in Industrial Engineering and Operations Research and an MS in Industrial Engineering from The Pennsylvania State University and a BA in Mathematics from The University of Connecticut.

Dr. Smith has had over 20 years of executive management experience for multinational companies in high technology industries prior to rejoining academia. He has led the transformation of operations, supply chains and customer service organizations in diverse industries such as automotive (Textron Automotive and Huf NA), telecommunications (Corvis) and oil & gas exploration (Input/Output). Gordon has consulted with high technology manufacturing companies and service organizations providing guidance focused on sustainable change management, achieving operational excellence through manufacturing and quality process improvements and the application of lean thinking. Dr. Smith previously held the positions of Assistant Professor of Operations Management and Director of the Executive MBA program at the Whittemore School of Business and Economics at The University of New Hampshire.

Academic Associations & Editorial Boards

IIE - Institute of Industrial Engineers ∙APICS ∙SEG ∙Society for Exploration Geophysicists

C. T
C.T. Bauer College of Business | Executive Education| Dr. Baldwin-Associate Dean of Executive

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