EAC Handouts Jan 2017

Executive Advisory Council Meeting January 27, 2017

Welcome!

Self-Introductions / Welcome Guests Updates: Since We Last Met‌ Learning Moment: Unconscious Bias Discussion: Team Grant Performance Interactive Student Presentation: Business Students And Improv Looking Forward: Upcoming Events, Programs, Invitations Update: Personal Finance Program Introductions: Student Athletes Majoring in Business (Joining EAC for Lunch) Lunch (Multi-purpose Room) / Guest Speaker: Mark Harlan Meeting Wrap-up

Executive Advisory Council - Member List Terry Aidman 4925 St. Croix Dr. Tampa, FL 33629 Phone: (813) 215-6257 Email: terryaidman@icloud.com Chris Alvarez Chief Financial Officer Florida Medical Clinic 38135 Market Square Zephyrhills, FL 33542 Phone: 813-780-8774 Email: calvarez@floridamedicalclinic.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 – Human Capital Management Tribridge 4617 W. Lowell Ave. Tampa, FL 33629 Cell: 813-789-5655 Email: marc@mblumenthal.com Sandy Callahan 1901 Hawaii Avenue NE St. Petersburg, FL 33703 Phone: 813-334-6553 Email: san27cal55@aol.com Craig Cuffe President Kabelink Communications 5510 W. Hesperides Tampa, FL 33614 Phone: 813-874-1500 Email: ccuffe@kablelink.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

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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 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 5401 w. Kennedy Blvd., Suite 450 Tampa FL 33609 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: Lisa Clemons, lclemons@amaliearena.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 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 12447 Highfield Circle Lakewood Ranch, FL 34202 Preferred Phone: 941-907-0162 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: ai@aitampabay.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 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

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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 Kimberly Ross Senior Vice President / Chief Financial Officer Baker Hughes Email: Kim@kimross.net Assistant: Anne Adams, anne.adams@bakerhughes.com 713-879-1568

Yvette Segura Vice President and General Manager USAA Southeast Regional Office 17200 Commerce Park Blvd., Tampa, 33646 Phone: 813-615-5702 Email: yvette.segura@usaa.com Assistant: Sharon McMinn,m sharon.mcminn@usaa.com, 813-615-5702 David G. “Dave” Shell 828 S. Bayside Drive Tampa, FL 33609 Phone: 813-928-8089 Email: davidgshell@gmail.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, 239-919-5524 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

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USF Muma College of Business Executive Advisory Council Meeting Minutes – September 30, 2016

EAC members present: Stacey Allaster, Barry Alpert, Chris Alvarez, Brad Baker, Brad Bernstein, Craig Cuffe, Jim Dean, Scott Fink, Ron Floto, Steve Freedman, Brian Fuhrer, Henry Gonzalez, Steve Griggs, Linda Marcelli, Roxann Moore, George Morgan, Chip Newton, Steve Oscher, David Pizzo, Susie Rice, Lisa Simington, John Townsend.

USF Participants: Manish Agrawal, Lorie Briggs, Melissa Bryson, Dan Bradley, Kaushal Chari, Irene Hurst, Moez Limayem, Laura Mattia, Matt Mullarkey, Uday Murthy, Jackie Nelson, Carol Osborne, Christos Pantzalis, Jianping Qi, Jackie Reck, Eileen Rodriguez, Cyndy Sanberg, Liz Sismilich, Shivendu Shivendu Guests: Jason Druding, Fadwa Hilili, Giselle Lara, Haley Loeun, Ed Peachey, Kimberly Ross, Kelly Schuck, Michelle Schultz, representatives from USF Student Government (Ryan Soscia, Alec Waid) and participants from the London study abroad program (Daria Antipova, Drake Goebelbecker, Illiana Loory, Hamza Mahmood, Francis Millan, Javier Ortega, Amanda Ortiz, Alec Raulin, Sarah Rodhouse). Several Bulls Business Community students joined the group for lunch (Lauren Di Giovanni, Carrington Price, Duane Driskell, Alexander Wilson, Amaya Morgan, Brandon Dusseau, Sarah Subko, Michael Manning, Ryan Heckel, Dhalia Bumbaca).

Handouts: handouts can be found at: http://bit.ly/EACSept16Handouts I.

State of the College a. John Townsend opened the meeting by giving a brief review of the inaugural EAC Executive Committee meeting and reminding members of the role of that committee. Townsend announced three new members have joined the EAC: • Stacey Allaster, the chief executive – tennis at the United State Tennis Association • Chris Alvarez – CFO, Florida Medical Clinic • Yvette Segura – GM, USAA Southeast Regional Home Office b. After showing a brief video about the correct way to say the college’s name, Moez Limayem reviewed a number of activities that took place after the last EAC meeting. These included: • WEEK OF WELCOME: Limayem thanked Brad Baker and GTE Financial for its three-year commitment to support the fall Week of Welcome cookout. In August, 1,200 hot dogs, t-shirts, and goodies were distributed among business students. He said that the spring event is available for sponsorship now that GTE Financial has moved its support to the fall event.

• JABIL CERTIFICATION PROGRAM: the college led a citizen data science training at Jabil as part of its efforts to engage corporate partners. Over a five-month period, 16 Jabil executives learned about advanced data management techniques.

• STUDY ABROAD: students from Carol Osborne’s class who participated in the London study abroad trip this past summer shared their experiences and key takeaways from the trip.

• FACULTY/DEPARTMENTAL AWARDS: management professor Jerry Koehler will soon head to Belarus as part of the prestigious Fulbright program; the Marketing Department advanced in research productivity rankings compiled by the University of Texas – Dallas, landing in the top 60 and besting schools such as MIT, Cal-Berkley, and UVA. • CASE COMPETITIONS: Limayem noted that at the last EAC meeting, members were asked to help connect the college with companies that would be willing to provide cases for students to examine, solve, and present in a 24-hour period.

Limayem thanked Steve Griggs for being responsive to the inquiry; at the same time as the EAC meeting, students in the competition were meeting with Friends of the Riverwalk, a group recommended by Griggs.

• FOX SPORTS U: Limayem showed two commercials that were developed by Fox Sports and the Tampa Bay Rays – spots that USF’s students from the Sport MBA program storyboarded at the last EAC meeting.

• CONVERSATIONS WITH A CEO: The second in the Conversations with a CEO series was held on Sept. 28 and featured Feld Entertainment CEO Kenneth Feld. Future CEOs scheduled to participate include: o A Conversation with Bob Dutkowsky (Tech Data), Nov. 17, 8:30 a.m., Centre Club o A Conversation with Troy Taylor (Coca-Cola Florida), April 13, 8:30 a.m., CAMLS o A Conversation with Shelley Broader (Chico’s) is expected to be scheduled soon.

• SCHOLARSHIP LUNCHEON: The annual scholarship luncheon was held on Aug. 26. Limayem thanked EAC members who attended the event. Limayem noted that $475,000 was distributed as scholarship assistance to 200 +/- students. He shared a handout with speaker Arben Kabashi’s story and said new donor Ashley Washington’s story is featured in the current issue of USF Magazine. He introduced recent graduates Fadwa Hilili and Giselle Lara, two of four recent alumnae who established a scholarship fund, despite their youth and lack of significant wealth. The women talked about their experiences as students at the luncheon a few years ago and why they funded a scholarship just 2-3 years after graduation. c. Several new activities and upcoming events were highlighted by the dean during the meeting: o Homecoming Lecture and Parade Watch Party, 10/7, 3:45 p.m. o A Conversation with Les and Pam Muma, 10/10 1:15 p.m. o Football and Fútbol (Tod Leiweke and Don Garber; Sport MBA speaker series), 10/26 at 5:30 and 8:00 p.m. o Tarpon Springs Reception, hosted by alumni Annie and Charles Samarkos and alumnus Mike Joursiotis, 12/1, 6 p.m. o Celebration of Free Enterprise Honoring Sheila Johnson, March 8, 2017. Sponsorships are available now and include opportunities for sponsor logos to be included on the invitation and other pre-event materials.

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Lisa Simington pointed out that the handouts had conflicting dates for the Football and Fútbol lectures; corrected dates were distributed (date is 10/26).

II.

Discussion Item: Budget a. The dean distributed a handout detailing the college’s E&G budget, pointing out that while USF – and, in turn, the college – received some additional performance funds and revenue from incremental tuition increases (totaling roughly $573,000), the college has spent $324,292 in excess of its E&G revenue. b. Its $24.5 million budget has been bolstered by carry forward funds from prior years ($202,000) and vacant salary savings ($140,000) as a result of some departing faculty. The result: the college’s “income” for the 2016-17 year is $17,700. Jackie Reck detailed how funds were used, revealing that of the $24.9 million budget, 98 percent is used for salaries and just 2 percent is available for all other costs (such as travel, marketing, supplies). c. Limayem pointed out that a $24 +/- million seems like a huge budget but much of it is used for expenses beyond his control. d. George Morgan questioned if percentage breakdown regarding expenditures is similar in other colleges at USF. Limayem disclosed that business faculty salaries are significantly higher than other disciplines, so no, other colleges do not have quite the same percentage spent on salary. e. EAC members questioned how the percentage of the performance based funding was allocated. They also inquired about the college’s tuition revenue generation. Limayem said that the college is frequently the “cash cow” for the university and generates significant tuition revenue. He also said that this is what led him to push for a new funding model for the university, Responsibility Centered Management, whereby college’s “float on their own bottom” and live on the revenue each generates, minus a “tax” assessed for administrative and operational units such as Physical Plant, space, police, etc.

III.

Guest Presentation: Climate Assessment a. Limayem introduced Kelly Schuck, the president and owner of Summit Consulting Resources, who discussed an on-going climate assessment survey the consulting firm is leading with the college. Schuck shared information about the firm and her background as an organizational psychologist. b. Limayem stressed that there are no issues that she will be seeking to correct, rather the college is proactively looking at the college’s culture, diversity, and workplace environment to determine what, if any, changes might be needed to improve the workplace culture.

IV.

Discussion Item: Potential CEO/CHRO Event a. The dean briefly described an event that he and EAC member David Pizzo envision hosting in the spring of 2017, a panel discussion featuring 2-3 pairs of corporate executives, a CEO and the CHRO from major national corporations. b. Pizzo said that his own business is changing, moving away from being a health insurance company to a health solutions company in which insurance is only one component of its portfolio. As such, Pizzo said he and other business leaders have noted a shift in the role of the human resources officers, one to where CHROs are part of the organizational leadership team much like a CFO. c. Pizzo said he would like to work with the college to host an event on the topic, targeted toward C-Suite leaders and seasoned students (not undergraduates). Pizzo and Limayem asked EAC members to indicate their interest in the topic and if they would attend such an event. A few members indicated that this might be appealing to them in the spring timeframe.

V.

Student Presentation: USF Student Government Financial Advising Initiative a. Faculty member Uday Murthy introduced two members of USF Student Government, who presented an idea to him several months ago that he believes has merit. Murthy said the students were aware of the college’s help with the Volunteer Income Tax Assistance program, whereby volunteers assist senior citizens and others with income tax preparation. He also pointed out that USF Student Government has an existing Legal Aid program, whereby volunteers from the legal community provide brief, free, on-site legal consultation. Murthy said that the students had approached him about potentially launching a similar program to help students from all majors with financial advice. b. Students Alec Waid and Ryan Soscia presented the idea to the EAC, pointing out the USF Student Government had surveyed students about areas of need and this area, in particular, was one of the top-requested topics. In particular, students and the research indicate that advice is needed for loan advice, long-term budgeting, and investments. In partnership with the USF Muma College of Business, USF Student Government would like to work with financial advisory firms to provide students with free, volunteer-led financial consultation. c. Waid and Soscia asked EAC members for feedback on the idea and sought volunteers to participate in the development (and early implementation) of the initiative. d. Barry Alpert quickly agreed that this is an area of need and indicated that his firm, Raymond James, would be glad to participate – with the caveat that the men reach out to the Stavros Center at USF to find out ways to include that economic education program in the initiative. Pizzo agreed and expressed interest in helping the students with the effort, particularly as it relates to the areas of healthcare and finance. Scott Fink discussed ways that volunteers from his dealership could help in areas such as auto financing and credit. Steve Freedman also indicated willingness to participate in the initiative and Townsend said T. Rowe Price would likely be interested in participating. Waid and Soscia will follow up with each interested member individually.

VI.

Research Spotlight: The Influence of Political Bias in State Pension Funds a. Faculty member Christos Pantzalis reviewed recently research conducted with fellow faculty member Dan Bradley and former doctoral student Xiaojing Yuan.

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Using a sample of state pension funds’ equity holdings from 1999-2009, they found evidence of overweighting in-state stocks compared with out-of-state stocks. They also found bias towards politically-connected stocks. Pantzalis said that the study found political bias is detrimental to fund performance and that investors frequently hold stocks for politically-connected local firms longer than under-performing stocks without that political affiliation. Their results: political influence on state pension fund managers can lead to suboptimal decisions and political bias can be costly to fund beneficiaries. Pantzalis revealed that state pension funds overweight local firms that make political contributions to local (state) politicians or have significant lobbying expenditures by 23 percent and 17 percent, respectively.

Pantzalis discussed the implications of the study: o State public pension funds love buying shares in local companies, but it is not so much a matter of “buying what you know” as “buying shares of companies with political clout.” o Political factors can cause local investors to make suboptimal portfolio investment decisions. o Evidence suggests that at least some state pension fund managers (trustees) are not upholding their fiduciary duty to act solely on behalf of the plan’s beneficiaries. o The study contributes to knowledge of how unfunded liabilities have accumulated in state pension funds and could provide some help to formulate concrete avenues for reform. o Important policy implications: state pension funds are hardly in good shape and cannot afford to make poor and politically motivated investments. This could draw regulators’ attention.

VII.

Discussion Item: Creating a State-of-the-Art Finance Center a. The dean introduced Laura Mattia, a newly hired instructor who teaches personal finance courses for non-business majors. She is well-credentialed in the financial planning arena and spent 30 years in financial leadership roles for Fortune 500 companies, Wall Street firms, and entrepreneurial ventures. b. Limayem and Mattia pointed out that, much like the USF Student Government representatives, Americans are ill-equipped when it comes to retirement planning and increased market and product complexity has made it difficult for consumers to make optimum financial decisions. c. They also pointed out that a changing fiduciary standard rule from the Department of Labor that raises the bar on financial advising (advisors must act in the consumer’s best interest) likely means that well-trained advisors will be in even more demand in the future. d. Given this, Limayem said he envisions a new program to train financial managers and prepare students for the changing field and the credentials beyond the CFP. Acknowledging that there are 120 +/- similar programs in existence nationwide, there is not a strong pipeline of talent for this field nationwide; grads from those programs have several excellent job offers before they even graduate. He asked EAC members to weigh in on this idea and to determine if they feel this is something that the college should explore –and how to do it without additional resources.

VIII.

Discussion Item: What Keeps Moez Up at Night? a. An article from May 2014, when the college announced it had received state funds to expand/enhance undergraduate accounting programs through the Targeted Educational Attainment program (referred to as TEAm grants), was shared. The collaborative grant, which included USF, UCF, and FIU was for a total of $3.64 million of which USF, as the lead agency, received $1.1 million. b. The purpose of the grant was to address projected shortfalls in the pipeline of talent by educating students in high-demand areas such as accounting. Over several years, the three universities were expected to produce 500 additional accounting graduates. c. Limayem shared that, thus far, the collaborative effort – and USF’s portion of it – has produced disappointing results, and, in fact, USF’s enrollment in upper-level accounting courses has dropped from 836 in 2013-14 to 675 in 2015-16. He indicated that if “pre-accounting” students (those who have not yet passed certain courses and tests) are added to that figure, USF’s enrollment looks better but did not rise much, moving from 836 in 2013-14 to 884 in 2015-16. d. The dean revealed that this was a much-discussed item at a recent Florida Board of Governors meeting, placing the president and the provost in an uncomfortable position; Limayem said he was embarrassed and incredibly disappointed in the results. e. Limayem noted that if performance does not improve dramatically in the next few months, the college could be required to return the money – something that earlier discussions on the budget show is not possible give the college’s current financial situation. f. Limayem and Murthy pointed out two factors likely played into the decline at USF. First among them, Murthy said, was the change to a more stringent competency exam. The purpose was to improve the quality of the students in the classroom and testing for students’ ability to master the material being taught in financial and managerial accounting. So while this measure was put into place with the good intention of improving quality it had the unintended consequence of reducing enrollment.

Second, Murthy said, was that enrollment projections were made based on high enrollment figures that were seen during a “down” economy (enrollment typically goes up when the economy is bad; during good economic periods, enrollment decreases). g. There was lively discussion on the topic. Some of the questions posed by EAC members included: o Linda Marcelli questioned how USF’s performance compared to UCF and FIU. Murthy replied that UCF did much worse than USF but FIU’s enrollment increased. o George Morgan questioned how long the competency exam had been in place (since 2014) and how many students passed it (pass rates were unavailable at the moment). o Roxann Moore asked if other schools of accountancy have entrance exams. Murthy said that FIU does; UCF does not have an exam but has raised its standards even higher than USF’s (raising entry to 3.0 GPA and no Cs in six pre-

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requisites), a move that could mean even worse numbers for the coming year. UCF expects enrollment to drop in half for the 2016-17 year.

Several members asked about how much funding and time is left to determine if the grant will have to be repaid. Susie Rice, in particular, wanted to know a timeframe for when it would have to be repaid, if it does. Limayem replied that the grant money is gone – it had to be spent by 6/30. Murthy said it was spent to hire consultants who tried to break myths associated with the major and to hold accounting preview days as well as conduct outreach at community colleges.

Limayem did not know the timeframe in which it would have to be repaid or where the funds would come from.

Morgan asked if USF has really pushed accounting beyond the Big 4 route, suggesting that USF should explore showcasing the hundreds of thousands of accountants who either work in other fields (as he did) but use the underpinnings of accounting in them. Similarly, Fink suggested that USF explore ways to showcase that even companies such as his own, which has a heavy marketing emphasis, need to have leaders who understand that accounting gives students the analytical mindset and skills needed to lead in areas well beyond public accounting.

Chris Alvarez echoed those sentiments while also suggesting that the school should look at reaching high school students. Alpert, Freedman, Pizzo, and others chimed in when discussing this, suggesting that USF has a number of those stories right there on the EAC and should use them to illustrate how accounting can lead to careers quite different from the Big 4/public accounting role. Alpert suggested creating short videos with EAC testimonials.

Several EAC members suggested that the school look at new degree options or tracks, such as a four-year non accounting business degree coupled with a fifth year in accounting or a non-CPA accounting track. Chip Newton suggested reaching out to companies that are willing to pay for the fifth year in exchange for a job later on and using that as a way to recruit students into the major.

Moore pointed out that there is a short window of time to course correct. She suggested extensive, aggressive outreach be started at HCC and other local community colleges. She recommended going beyond tabling, but making aggressive, intentional efforts to recruit those students.

In the interest of time, it was recommended that an ad hoc EAC committee look at this issue. EAC members Rice, Fink, Floto and Alvarez volunteered to serve on it. Stacey Allaster pointed out that while these executives would be excellent as think-tankers, recent graduates such as Hilili should be involved as well. Hilili said that though she was a guest at the meeting, she would be happy to participate.

IX.

Guest Speaker: CareerSource John Townsend introduced guests from CareerSource Tampa Bay, who discussed the TechHire Partnership Grant that Tampa Bay received in June. As part of a White House initiative to close a skills gap in the tech workforce, the college will partner with CareerSource Tampa Bay on a $3.8 million Department of Labor grant to train young adults in Tampa Bay to fill technology roles. Ed Peachey shared information about the agency and its services; faculty member Shivendu Shivendu shared details about the boot camps and his role in the grant.

X.

Discussion: EAC Team Building Townsend briefly pointed out that the membership in the EAC has resulted in some terrific new members, calling the EAC a great group but noting that it is not yet a great team as many members don’t know each other well. He asked members what could be done to help build the team, suggesting that social events might help members get to know one another better. Steve Griggs volunteered to host the EAC at a Tampa Bay Lightning game. Townsend asked other EAC members to think about what might be done to help the EAC move from a group to a team.

XI.

Lunch Ten students from the Bulls Business Community and some of the advertising and marketing students who presented earlier in the day joined EAC members for lunch. The students, all freshmen and sophomores, were asked to practice their nascent networking skills and to introduce the EAC members at their table at the conclusion of the luncheon.

XII.

Dates to Remember Future EAC meetings: January 27, 2017, 8:45 a.m. – 1:00 p.m.

Additional calendar items: 10/7, 3:45 p.m.

10/10, 1:15 p.m.

10/26, 5:30 and 8:00 p.m.

11/4, 8:30 a.m. – 2:00 p.m.

11/17, 7:30 a.m.

12/1, 6 p.m.

4/13, 7:30 a.m.

3/8, 6:00 p.m.

May 26, 2017, 8:45 a.m. – 1:00 p.m.

September 22, 2017, 8:45 a.m. – 1:00 p.m.

Homecoming lecture followed by Parade Watch Party A Conversation with Les and Pam Muma Football & Futbol (Sport MBA Lecture Series – Leiweke at 5:30, Garber at 8:00) “Back to School Day” Conversations with a CEO (Bob Dutkowsky), at Centre Club Tarpon Springs Reception Conversations with a CEO (Troy Taylor), at CAMLS Celebration of Free Enterprise (honoree Sheila Johnson)

Event-specific invitations and RSVP details will be sent via email as dates approach.

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Citi contributes $25,000 for USF’s Corporate Mentor Program Citi has contributed $25,000 to the USF’s Muma College of Business’s Corporate Mentor Program, a program aimed at first generation college students who excel in both leadership and business skills.

The mentorship program prepares these students for the professional world through the help of an active corporate mentor in the Tampa Bay area. Along with the monetary contribution, Citi has also provided 25 mentors to volunteer with the 123 business students who are participating in the program. The remaining mentors come from companies such as Fifth Third Bank, T. Rowe Price, and Raymond James Financial.

The check was presented at the Corporate Mentor Program’s kick-off breakfast, held in the Muma College of Business on Oct. 21 at 8:30 a.m. During the breakfast, both Citi mentors and students were able to sit together and enjoy speeches from Moez Limayem, dean of the Muma College of Business, and keynote speaker Gregg Morton, Citi Tampa site president.

The program targets juniors and seniors who may not have had opportunities to shadow a parent in a professional workplace or attend networking events where parents in the corporate world might bring along their young adult son or daughter. Mentors provide access to opportunities where students learn about interviewing, corporate culture, networking, and how to become leaders in the corporate world.

“Active participants find that the workshops, seminars, dinners, and other opportunities help them develop professionally, as well as build the underlying skills that allow them to become tomorrow’s leaders,” said Program Director JR Haworth. “We have seen that, in many cases, former students who were mentored credit the program with helping them land that first job.”

That’s exactly what happened with Citi employees Ashley Mercurius and Bethany Gordon, two USF graduates who have signed up to be Citi mentors in the program. Both women began their Citi careers as part of the site internship program, which provides opportunities in all areas of the business, from supply chain systems to market operations to cyber threat intelligence.

They say that the lessons they learned as Corporate Mentor Program participants stuck with them throughout the internship experience.

“The Corporate Mentor Program gave me tremendous confidence through the rigorous professional development workshops. It provided me the foundation to be successful during my time as a Citi Summer Intern where I was given the opportunity to network with senior Citi executives. The confidence I developed showed me the unlimited potential I am capable of. It is an honor to represent Citi and give back to a program that has provided me with the skills for success.” said Mercurius.

Haworth said the success of the Corporate Mentor Program can also be measured in numbers.

“In the past year, 100 percent of the Corporate Mentor Program participants not only graduated, but also have been placed in a corporate job,” said Haworth. “Our current students also represent seven of the 25 Under 25 students, a program recognizing 25 outstanding undergraduate business students.”

Morton says this kind of civic engagement is part of the company’s long-term organic growth. Further embedding Citi in the local community is the ultimate goal. The bank has more than 5,500 employees in Tampa and the local site serves 20+ businesses as well as housing much of the company’s professional services such as risk, compliance, legal, technology and institutional banking operations.

“While this could be a source for potential talent, we’re primarily involved because we firmly believe that this is an impactful program that could help lead these students to independence and personal success,” said Morton.

Students like Gabriel Soutura, a senior majoring in marketing, have seen firsthand how the program is beneficial to his professional future. Soutura, whose mentor is from Bristol Myers Squibb, believes the guidance students receive from mentors play a crucial part in their journey before and after graduation.

“This mentor program has benefitted me tremendously by giving me a mentor that opens paths and presents opportunities to me,” said Soutura. “It’s something I’m very fortunate and thankful to be a part of. Being a first generation student definitely brings a lot of pride to my family.”

USF Muma College of Business Dean Moez Limayem says that the financial and volunteer support will make a significant difference in the lives of students like Soutura.

“Traditionally, first-generation students incur the largest student loan debt of any population and many of them work while going to school,” Limayem said. “They often have little time to get involved in clubs or focus on the soft skills necessary in the workplace. Having dedicated mentors to help with these skills could make all the difference in the world.”

“I am very grateful for all of these students,” said Morton. “I have never been more optimistic about the future of the corporate world.”

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Since We Last Met…

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Football & Fútbol TAMPA (Oct. 26, 2016) Fans of football, considered by many to be emblematic of this American culture, and fútbol, what the rest of the world is hooligans about, were treated to some fascinating insider insights from a pair of heavy hitters Wednesday, in the latest installment of a popular and increasingly prominent lecture series put on by University of South Florida’s Sport & Entertainment Management Program.

Behind the Sun Dome lectern were Tod Leiweke, the chief operating officer for the National Football League, which, between September and February, has pretty much kidnapped Sundays from church socials and afternoon naps, and Don Garber, commissioner of Major League Soccer, an organization that has grown by 13 expansion teams and 15 new soccer-only stadiums around the United States since 1999.

Each spoke to hundreds of sports and entertainment fans, students, faculty and the public, all of whom were admitted free of charge. The lecturers discussed their experiences in the business of sports and how both their products emerged from contests waged on fields in front of wooden bleachers to stadiums filled with tens of thousands of screaming fans.

They stressed the use of business analytics and data as now being key in grabbing bigger chunks of the market share. Fans are surveyed, numbers are crunched and decisions are made based on those conclusions. Knowing how to interpret that mountain of data and understanding fan patterns is important in keeping the product relevant, they said.

There’s much more to professional sports than being able to catch a ball or score a goal.

Both are in industries that are surging in an ever-fragmented market, where short-attention spans pull people away from taking in three-hour games. The NFL is experimenting with playing more games outside the United States, in venues like London, Mexico City and there even is a plan to play a game down the road in China.

Garber is taking a game that is wildly popular around the globe and bringing it to the United States. His 22-team league is expanding and likely will reach 28 teams within a few years. Where those teams land depends on data collected form a handful of markets, including Tampa.

There is plenty of room for sharp graduates looking for careers in the business of sports, he said.

“Selling is an important way to get into this business,” he said. He started out in marketing with the NFL, selling sponsorships and merchandise.

Though the Sun Dome venue is cavernous, the setting was rather intimate, with each speaker seated on a couch, talking informally with Abe Madkour, executive editor of Street & Smith’s Sports Business Journal.

Both speakers carry impressive resumes: Before being named COO of the NFL last year, Leiweke served as CEO of Tampa Bay Sports and Entertainment at Lightning Hockey from 2010 to 2015. He has worked for more than 28 seasons in professional sports, having previously served as CEO of the Seattle Seahawks and Vulcan Sports & Entertainment.

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Garber, MLS’s commissioner since 1999, led the league’s rapid expansion into cities all across the nation. Before taking on the soccer operations, he worked for the NFL for 16 years. He is the creator of MLS WORKS, a community outreach initiative that focuses on philanthropic and community service issues and has been listed among the most influential people in American sports by Time Magazine and BusinessWeek.

Both agreed to come to USF to speak for free, despite tight schedules. Garber kept checking scores of a MSL playoff game going on in Toronto as he took the stage.

“Bill,” he said from the stage, pointing to William Sutton, professor at the USF Muma College of business and director of the sports and entertainment MBA program that staged the event, “I agreed to this a long time ago, and I’m a man of my word.”

Leiweke was scheduled to board an airplane Thursday morning bound for London to take in Sunday’s NFL offering between the Cincinnati Bengals and the Washington Redskins in Wembley Stadium.

“When Bill calls,” said Leiweke, the number two man with the multi-billion dollar league, “you gotta go.”

“We’ve been fortunate,” said Sutton of the speakers the series has attracted. “This is our fourth year. It started out in a classroom, then we expanded it to the atrium and then to the Marshall Center. And now it’s in the Dome.”

Building the lecture series relies on attracting nationally, and in some cases, internationally known speakers, most of whom come here without charging lecture fees.

Why? Because they are friends and colleagues, Sutton said.

“And,” he said, “they appreciate and support what we are trying to build at USF.” “I dip into my network,” said the sports marketing professor, who added that in January, former National Basketball Association Commissioner David Stern is scheduled to take to the podium.

A distinguished academic and a proven private sector sports marketing practitioner, Sutton teaches courses in sport marketing and sales along with sports fundraising, two fields that are merging and growing and creating lucrative career options for Muma College of Business graduates.

If anyone knows the ropes and has the contacts, it’s Sutton. He served as vice president of team marketing and business operations for the NBA and is the founder of Bill Sutton & Associates, a consulting firm specializing in strategic marketing and revenue enhancement. The firm’s clients include the NFL and the NBA; the Orlando Magic and Phoenix Suns; Madison Square Garden Sports, the Tampa Bay Lightning and the New York Mets.

Both speakers talked informally about their career trajectories and their current jobs, offering glimpses into worlds that seldom get out of the boardroom.

Glenn Sparks, a Verizon employee from Tampa Palms, came to hear Leiweke, saying often comes to USF to hear lectures.

“I’m interested in his take on things,” he said moments before Leiweke took the stage.

“This lecture series is really good.”

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USF Finance professor receives Fulbright award to teach in Portugal TAMPA (Jan. 25, 2017) -- Dan Bradley, a professor of finance in the University of South Florida’s Muma College of Business, was awarded a Fulbright scholarship in January and becomes the fourth Muma business professor since 2015 to be honored with the prestigious Fulbright core scholarship and the fifth to be recognized by the auspicious program.

“It’s an honor to be awarded a Fulbright,” Bradley said. “They are extremely competitive. I hope that it can help expand the USF brand on an international level.”

His assignment will be at the Instituto Superior de Ciências do Trabalho e da Empresa (ISCTE) Business School in the University Institute of Lisbon in Portugal, from May-August 2018.

“The award is primarily research-based,” Bradley said. “I will be giving some seminars and working with their doctoral students and faculty. Ideally, there will be joint collaboration with the faculty or students on a research project.

“Portugal, and ISCTE specifically, was attractive to me because I was invited there in 2009 to give a talk at a conference they were hosting,” he said. “I was impressed by the caliber of their faculty and students.

“Lisbon also is a wonderful city and I am fortunate in that I get an opportunity to immerse myself in their culture,” he said. “The timing also is ideal because my family can join me without disrupting their schooling.”

Bradley is in good Fulbright company at the Muma College of Business: • James Stock was the recipient of a Fulbright Distinguished Professor award last year and went to the Hanken School of Economics in Helsinki, Finland, lecturing and doing research on supply-chain sustainability.

• Jerry Koehler was named a Fulbright scholar last year, and will lecture about management in an MBA program for professionals at Belarusian State Economic University in Minsk, Belarus, beginning next month.

• Grandon Gill, as a Fulbright scholar, traveled to the University of Cape Town in Rondebosch, South Africa, in 2015, to teach faculty from various universities how to write case studies and use cases in their classes.

Stock, Koehler, Gill and now Bradley each was awarded a Fulbright core award; while marketing professor Robert Hooker last year received a Fulbright specialist grant.

Hooker will head to Stockholm, Sweden, to lecture about supply-chain management, do some research about how it’s done there and open doors of collaboration. Instead of going to one location for a long time, Hooker’s scholarship will allow him to travel to multiple places for two-to-six week intervals over the next five years to assist in specific research projects.

Bradley is one of about 800 U.S. faculty and professionals chosen by the core Fulbright program to travel to 140 countries to lecture, teach and conduct research. Another 400 are selected in other programs, including one Hooker is enrolled in, to share expertise on issues of global interest.

The core Fulbright Scholar Program attracts some 800 U.S. faculty and professionals each year to 140 countries to lecture, teach and conduct research, according to the Fulbright website.

Bradley holds the Lykes Chair in Finance and Sustainability and currently teaches the Capstone MBA course, integrated business applications, a graduate investment analysis course and a PhD-level empirical finance course. He received the college’s research award in 2013.

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Longtime USF professor receives Fulbright award to teach in Belarus TAMPA (Aug. 8, 2016) -- USF Muma College of Business Professor Jerry Koehler will be teaching executives in the former Soviet Union about business next year, thanks to a Fulbright award to Belarus.

Koehler will teach at the School of Business at Belarus State University in the Executive MBA Program there, starting Feb. 1, 2017, and continuing through the end of May. He will also consult with the faculty at the university on MBA issues, provide consultation to business executives and offer seminars to the business community.

“It’s an honor to receive the Fulbright,” Koehler said. “I’m excited about going to Belarus and teaching in the Executive MBA in a former Soviet country. I’m excited about what I’m going to learn.”

Koehler has been with USF since 1976, and has also served as a consultant to leading national and international companies and governmental organizations, including Honeywell Space Systems, and Florida’s Departments of Revenue, Labor, and the Office of the Governor.

From 1992 to 1995, he served as deputy secretary of Florida’s Department of Labor and Employment Security, and in 1998, he received the “Florida’s Finest” award from then-Governor Lawton Chiles. Koehler has taught courses and has lectured to audiences throughout the world and has traveled to more than 60 countries.

Koehler planned to visit the area that is now Belarus in 1986, back when it was still the Soviet Union. He could not complete his planned travel to Minsk because of the Chernobyl disaster, and he and his wife went to Sochi instead. He said he is eager to teach executive MBA students and to see what their perceptions are regarding business in today’s environment.

“I want to go back and find out how much it’s changed,” he said.

USF Muma College of Business Dean Moez Limayem said the Fulbright award is yet another addition to Koehler’s impressive list of accomplishments.

“Our own Executive MBA students always gain so much from Professor Koehler’s courses, and we are glad he can impart his decades of business experience to business students worldwide as a result of the Fulbright,” Limayem said. “We look forward to the insights he will bring back to USF from his time in Belarus. Our students will be even more prepared to be leaders in a global marketplace as a result of his experiences abroad.”

Koehler is the third USF Muma College of Business professor to receive a Fulbright award since 2015. ISDS Professor Grandon Gill received a core Fulbright award in 2015 to help faculty in South Africa learn how to write case studies and use cases in their classes. Marketing Professor James Stock was awarded the prestigious Fulbright-Hanken Distinguished Chair in Business and Economics at the Hanken School of Economics in Helsinki, Finland and is teaching there this fall.

Active in more than 160 countries, the Fulbright Program facilitates educational exchanges between nations all over the world.

Sponsored by the United States government, Fulbright exchanges are designed to increase understanding between people of the U.S. and other nations, and more than 360,000 people have participated in the program since its founding in 1946.

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USF marketing professor awarded Fulbright Distinguished Chair position TAMPA (Jan. 21, 2016) -- University of South Florida Marketing Professor James Stock, who is a Distinguished University Professor and Frank Harvey Endowed Professor of Marketing, was selected to receive an award from the Fulbright Scholar Program on Tuesday.

Stock has been awarded the prestigious Fulbright-Hanken Distinguished Chair in Business and Economics at the Hanken School of Economics in Helsinki, Finland - the first such Fulbright award given to a USF Muma College of Business faculty member. He will teach in Finland for the fall semester of 2016 and again a year later for the fall semester in 2017. He will also conduct research looking at supply chain sustainability in manufacturing and retail organizations in Finland.

Forty-three Fulbright Distinguished Chair Awards worldwide were available this year, and the awards are “viewed as among the most prestigious appointments in the Fulbright Scholar Program,” according to the Fulbright program.

As one of the leading authorities on reverse logistics - in fact, he is the creator of that specific field of research - Stock has looked at how companies can improve their cost margins, increase sustainability, and improve customer satisfaction. Stock’s research proposal aims to examine supply chain sustainability in Finland, including issues of energy, environment, and sustainability in Finnish companies. Finland has been a leader in sustainability research for many years, and Hanken is internationally recognized in the humanitarian logistics arena. Stock hopes his work will contribute to the nation’s best practices in the areas of sustainability and supply chain management.

“Supply chain management is a growing field, with logistics jobs predicted to expand 25 percent within the next decade,” Stock said. “It is an honor to be allowed to contribute further to this exciting research field internationally with this Fulbright grant.”

“I am thrilled that with this Fulbright award, Jim Stock will have the opportunity to conduct extensive research abroad and contribute to Finland’s scholarship in the area of supply chain management,” said Moez Limayem, dean of the USF Muma College of Business. “He is a dean’s dream. Between his teaching, research, and frequent speaking engagements worldwide, he has already raised the profile of our university internationally.”

Stock is the second faculty member in the college to receive an award from the Fulbright program in the past 12 months - Grandon Gill, a professor in the ISDS Department, received a Core Fulbright grant in 2015 to do case study work in South Africa.

Additionally, Stock has authored 150+ publications in supply chain management, logistics, and reverse logistics/product returns, and is on the review board of several international journals. He has authored or co-authored several books and is co-authoring a new textbooks in supply chain management.

The Fulbright Distinguished Chair announcement is far from the only honor with which Stock has been recognized. Stock received the 2011 Council of Supply Chain Management Professionals Distinguished Service Award, the 1988 Armitage Medal, and the 2003 Eccles Medal from SOLE - the International Society of Logistics – recognizing his contributions to the discipline. Stock, a 25-year member of the Muma College of Business faculty, was given one of the university’s highest honors in 2012, when he was named one of two Distinguished University Professors for the year.

Active in more than 160 countries, the Fulbright Program facilitates educational exchanges between nations all over the world.

Sponsored by the United States government, Fulbright exchanges are designed to increase understanding between people of the U.S. and other nations, and more than 360,000 people have participated in the program since its founding in 1946.

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USF Muma College of Business professor awarded Core Fulbright grant TAMPA (June 5, 2015) -- USF Professor Grandon Gill recently received one of academia’s most prestigious awards. But the research for which he received the Core Fulbright U.S. Scholar grant is more than just academic - he is helping universities in Africa teach students how to use technology in their business and personal lives.

Gill will travel to South Africa this summer to help faculty learn how to write case studies and use cases in their classes. He is recognized internationally for his work in case method research and has received two National Science Foundation grants in the past to develop case studies at USF - one $300,000 grant in 2014 and another for $170,000 in 2011.

This Fulbright award is the first Core Fulbright ever received by a USF Muma College of Business faculty member. With the Fulbright grant, Gill will introduce the case method as an alternative way to teach, research, and contribute new knowledge to both the business and academic sphere.

“If you look at South Africa - We talk about inequality in this country, but take the inequality in this country and multiply it by 100 and you have South Africa,” Gill said.

The case study method, made famous by Harvard Business School (where Gill is an alumnus), examines the processes behind decisions that companies make, and asks students to analyze those decisions in order to build their business-related critical thinking skills. Last year, he was presented the Lifetime Research Achievement Award: Zbigniew Gackowski Memorial Award for Excellence in Informing Science Research, presented by Informing Science Institute. A special issue of Management Decision honored Gill’s contributions, publishing “Management Learning Case Writing, Discussion, and Impacts: Theory, Methods, and Practice Honoring the Contributions of T. Grandon Gill.”

Africa has some great universities, Gill said, but many of these universities have adopted the same focus on research that is prevalent in American academia. Gill worries that it is not clear that such a research focus will give African universities the impact that the poorer continent needs, and such research is often expensive to do well.

Gill will be in South Africa using the flexible option of the Fulbright grant, which allows him to spend one to two months there over the summer, for three consecutive years, visiting universities both big and small.

“It was a perfect fit with what Fulbright is looking for, because they’re looking for people who will go out and engage with the local community, who will learn in the process, and who will help the local community learn,” Gill said. “I had no idea that I was positioning myself for a Fulbright, but as soon as I saw what they were looking for I thought, ‘That’s exactly what I’d like to do.’”

Gill will help local South African professors write cases related to e-readiness, the use of technology in life and business. Because of inequality and poverty in South Africa, much of the population does not know how to use technology, but the continued lack of e-readiness means the playing field continues to be uneven. These cases will bring knowledge from business back into the classroom and pass it along to students, who will then take it back out into the businesses they work for or start.

“When you develop case studies, particularly the discussion cases that I specialize in, it forces the faculty members to go out into the local and business communities,” Gill said. “The problem is, you can’t just do that in a vacuum. Especially when you’re just getting started, you need someone who knows a little bit about case writing and understands what you’re trying to achieve.”

Gill said case research continues to excite him because of the relationships he builds through doing it. Whether the cases he created for the MIS capstone course, the cases in cybersecurity for the master’s program, or the case study he developed for the Naval Postgraduate School, he said each case connects businesses back to the classroom.

“By doing this kind of case writing, you can see visible impact from your research,” he said. “It’s not people citing your articles or how many journals you’re in. It’s a manager saying, ‘I changed my decision as a result of your study.’”

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Marketing prof Rob Hooker is the fourth Muma College of Business professor to be named a Fulbright Scholar in two years

By Keith Morelli TAMPA (Nov. 14, 2016) -- Robert Hooker has spent most of his academic life focusing in supply-chain management and now the assistant marketing professor in the University of South Florida’s Muma College of Business is taking his expertise to a new level as a Fulbright scholar presenting his research and making connections in Europe.

And, he is in good company, becoming the fourth Muma College of Business professor to be awarded a Fulbright scholarships over the past two years.

James Stock received a Fulbright Distinguished Professor award this year and currently is at the Hanken School of Economics in Helsinki, Finland, lecturing and doing research on supply-chain sustainability and Jerry Koehler, also named a Fulbright scholar earlier this year, will lecture about management in an MBA program for professionals at Belarusian State Economic University in Minsk, Belarus, beginning in February.

Last year, Grandon Gill traveled to the University of Cape Town in Rondebosch, South Africa, to teach faculty from various universities how to write case studies and use cases in their classes.

“I am thrilled that these Muma College of Business professors are being recognized and that they will have a chance to present their research abroad, thereby raising the profile of the University of South Florida around the globe,” said Muma College of Business Dean Moez Limayem. “To have four professors from our business school awarded Fulbright scholarships within two years is just incredible.

“We are proud and honored to have these consummate professionals working among us and teaching our students not only what’s going on in the business world now, but what to expect in the near – and distant – future.”

Hooker is heading to Stockholm, Sweden, to dispense his knowledge of supply-chain management, do some research about how it’s done there and open doors of collaboration.

“I feel very fortunate,” he said. “There is a certain weight of responsibility to represent your country well, which coincides with the Fulbright Scholar program’s intent of expanding U.S. and foreign exchanges abroad. It’s a great thing for USF and the Muma College of Business to have Fulbright scholars among its ranks.”

Hooker is relatively young to receive such a prestigious award and he is the first Muma College of Business assistant professor to be named a Fulbright scholar.

He decided to apply under his field of expertise after attending an informational meeting with Darlene DeMarie at USF World, where he also met with representatives from the Fulbright Commission.

“I was told that there was a pretty low probability of getting it on my first attempt,” he said. “Fulbright Scholar awards are highly competitive, and I was told even more so in the particular country to which I applied.”

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Last summer, he got a letter notifying him of his selection.

Hooker plans to head to Stockholm next summer for up to six weeks on his initial visit, allowing him flexibility with his USF research and teaching duties. He’s hoping to make additional trips in the future.

Details of his project grant are to be finalized by the State Department, but Hooker, who teaches courses in market research, marketing strategy and, of course, supply-chain management, has been accepted to serve on a federal roster that allows him to make multiple trips abroad, paid for by federal government grants, to live and work overseas on specific research projects related to supply-chain management.

“The Fulbright program is well-regarded, and provides a wonderful platform to exchange ideas with global partners,” he said, “in addition to being a nice personal achievement.”

How does one go about receiving such an honor?

It is a multi-step process.

Hooker said he underwent several rounds of withering peer review by renowned scholars in his discipline that are given authority to do so by the State Department, and was evaluated on academic, scholarly and professional criteria.

After passing the peer review muster, Hooker’s application was reviewed by the State Department which approved it.

“It was a fairly in-depth process,” Hooker said, “but I understand the need for that.”

Hooker is developing a Fulbright project with the Stockholm School of Economics, one of 30 schools from around the world involved in the CEMS Global Alliance in Management Education.

“Having someone from the Muma College of Business being invited with such respected schools is a great thing,” he said. “I’ll undoubtedly return with some valuable info to share.”

He expects to be participating in research, guest presenting doctorate and graduate seminars and, of course, looking for collaboration opportunities. His research with the Center for Supply Chain & Sustainability delves into the use of technology and innovation in supply-chain management, to include omni-channel, and supply-chain resilience and leadership.

His work on sustainability and open innovation in new product development has been published in journals including the Journal of Purchasing and Supply Management and the MIS Quarterly Executive.

Hooker studied and taught at Florida State University in Tallahassee before joining USF in 2011.

Prior to embarking on his academic career, he spent several years in the corporate sector. He holds a PhD in business administration, an MBA in marketing and supply-chain management and a bachelor’s degree double-majoring in finance and risk management and insurance, all from Florida State University.

So in June, Hooker will head abroad to research, teach, learn and make new connections, and to drink in the European culture from food to history to the educational institutions to the people of Sweden.

“My Fulbright colleagues have advised me to take in the culture as much as possible during the project trip,” he said. “I’m looking forward to doing so, and returning with information, experiences and connections that may help us to further our growth and reach at USF.”

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USF Business Grad Does Good: Rich Martino, VP of Mondeléz, Returns to Address MBA Class

By Keith Morelli TAMPA (Dec. 6, 2016) -- Rich Martino still carries the swagger of a kid growing up in the Bronx, but it’s softened a bit by a move to Florida with his family three decades ago to care for an ailing grandfather in New Port Richey. He stayed in the Sunshine State long enough to graduate from the University of South Florida with a business degree.

That was in 1984. This week, he returned to his old school as an accomplished and successful businessman; confident and candid about his career and his current executive position for perhaps the largest snack-food company on the planet.

He heads eastern U.S. sales for Mondeléz International, formerly Kraft/Nabisco, which manufactures a wide swath of snack-food companies including Oreo, Chips Ahoy, Ritz, Triscuit and Wheat Thins. And there’s Cadbury, SourPatch Kids and Trident gum, just to name a few.

“I was just up in the dean’s office,” he joked. “First time I was there without legal counsel.”

Nice icebreaker from the kid from New York who returned there after graduating USF to forge his path in the world of big business. Martino began his career with Kraft Foods 32 years ago as a sales representative in New York City. Since then, he has held 16 assignments in five different states and he has climbed the ladder with this philosophy of management: Go the extra M.I.L.E: Motivate your work force. Inspire them. Lead them to success. Empower them to do the job with little oversight.

“Having someone here like Rich, with his wealth of experience and business insights, is a remarkable opportunity for USF and the students enrolled here,” said Muma College of Business Dean Moez Limayem.

“He is a perfect example of how successful a person can become with the right education, drive and determination. He’s an inspiration for our students here; students who hope to follow similar career paths.”

The MBA course stresses the connection between classroom study and the real business world and is fortified by the lectures delivered by business leaders in the program’s Leadership Speaker Series, said marketing professor Andrew Artis, who teaches the class.

Part of the series aims at teaching students lessons that aren’t in the classroom. Martino delivered one such tidbit.

He said his company works to perfect its mentorship program, which not only pairs experienced employees with new hires, but also works to have the younger workers mentor the business veteran in ways of new technology and research.

“It’s reverse mentoring,” Martino said. “The mentor becomes the mentee.”

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Artis, who is the academic director of the MBA program, said the thrust of the speaker series is to have corporate executives explain new ideas and trends, like the mentor/mentee concept, long before they ever show up in a textbook.

“The comments about reverse mentoring really grabbed the students’ attention,” Artis said. “Traditionally, mentor relationships operate in one direction where the mentor gives and the mentee benefits.

“He told the students that they bring new skills to the workplace — like the use of technology — and are more attractive as mentees when they are willing to help their mentors grow and learn.”

Artis told Martino that all his students were about to earn MBAs, and Martino didn’t have one. Given his success, are the students wasting their time pursuing a master’s degree?

“Never,” Martino replied. “Getting an education is never a waste of time.” He said if they were going into marketing they would need that advanced degree; if they were going into sales, they might not need it. But either way, he said, an MBA is a valuable tool to have in the box.

“You can more easily figure out how to do things, how to solve problems,” he said. “Really, you learn the ability to learn, to take input and analytics and use that to solve problems.”

But he cautioned the soon-to-be grads not to rely solely on the diploma.

“Don’t think that because you have an MBA, you will get to the top of the house,” he said. “You have to perform as well.”

Students these days are sharp, he said, but so were students in his day. There is a difference, too. He said then, business-college grads were willing to start at the bottom and work their way up. That’s what he did, starting at an entry level sales position.

Now, he said, students seem to want to start at or near the top.

“I won’t say they feel entitled,” he said, “but you just don’t start off as vice president.”

It’s been 10 years since he last visited USF, when he toured the campus to show his children where he went to school. He said he hopes to be a regular visitor one day.

He easily engaged his young audience, sparking questions about the company, his leadership style and how to succeed in a fastpaced world of big business.

He talked about his products mostly being impulse buys; that the way they are presented on the shelves of grocery stores has a lot to do with sales.

“Nobody has cookies on their shopping lists,” he said.

But, one student asked, with the advent of grocery delivery services, was Mondeléz concerned about that taking the impulse-buy variable out of the equation.

Certainly true, said Martino, 54, but the best and brightest at his company are studying ways to come up with a new marketing strategy that will overcome that. He paused.

“Good question,” he said.

He said he was impressed with the curriculum, including a course on professional selling.

“A lot of business graduates don’t really know what selling is,” he said. “It’s more than pushing a product. It involves analytics and negotiation. We use data in every decision we make.”

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And maybe a little more. In front of each student was a bag of bite-size Oreos or Animal Crackers, compliments of the speaker and the cadre of corporate execs who came along with him and lined the wall at the back of the room.

Mondeléz, which means “delicious world” in Latin, was formed four years ago out of Kraft/Nabisco and sells mostly snack foods, the most lucrative in the stable of goods, he said, because of the products’ global appeal.

“We’re a 4-year-old company,” he said, “that sells 100-year-old products.”

But times change and those 100-year-old products have to change also. Now, there is a push to make the snacks healthier; less sodium and artificial coloring. Sales of those items are huge, he said, as are sales of the tasty decadent products that may not be the healthiest of the line.

“We are getting a lot of emails on this,” he said. “Ninety-nine percent of them say, ‘Don’t screw up my Oreos.’”

Keeping Oreos and other Mondeléz products on the shelves, in front of consumers, is Martino’s job. He commands a sales army that covers the eastern United States.

He has more than 1,600 sales representatives working for him and he oversees annual sales of about $2 billion. Net revenues for Mondeléz last year were estimated to be about $30 billion. The company employs 100,000 workers in 165 countries around the world.

Leading such a workforce can be challenging, he said. Sycophants are easy to read and the real leaders emerge by continually accepting more and more responsibility without complaint or hesitation.

He gave these words of advice during the hour-and-a-half presentation: “If you really want to find out how you’re doing, don’t ask your boss. Ask the people who work for you.”

And this: “As you go out there looking for careers, make sure it’s a match with what you want to do because this really is like a marriage.”

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Michael Duke, Retired Wal-Mart CEO, Pops in on Business Research Class

By Keith Morelli TAMPA (Nov. 30, 2016) -- A classroom of business research students presenting their projects this week were treated to a special guest: Michael Duke, who, before retiring two years ago, ran the worldwide operations of Wal-Mart.

As the students were presenting their research projects to the rest of the class, Duke walked in with University of South Florida Muma College of Business Dean Moez Limayem. Both sat in the front row and listened as Peter Kipp, a doctoral candidate, finish his presentation on audits.

Duke then slipped into a chair facing the class and talked about the department store giant and how it began and he fielded a few questions during the impromptu 40-minute give-and-take.

The Georgia Tech graduate with a degree in industrial engineering told the students that USF is highly regarded across the nation as a research university and that the students should be proud to be a part of it.

He talked about the quality and diversity the student body here, saying that while on campus, he met and chatted with several students from all over the globe; Moscow, Jamaica, South America and beyond.

“You are part of something very, very special,” he said.

“It is such an honor to have Mike Duke drop in on us,” said Limayem. “To have one of the most successful business leaders of our time take a few moments to inspire our students is just incredible. It’s a testament to him, as a down-to-earth person wanting to give back, and to the integrity of our program, faculty and students.

“Having him visit us,” the dean said, “is a privilege.”

The message to the class was this: Any one of you can start a business that has the potential to grow into the next Wal-Mart or Target or Amazon.

Sam Walton, he said, opened the first Wal-Mart in Rogers, Arkansas, in 1962. His vision was to provide cheap merchandise to people in rural areas where products they wanted could not be found, of if they could, were expensive.

“It started out in a little town, and now it’s all over the world,” Duke said. “In 1992, when Sam Walton died, we were showing about $40 billion in sales. Now, we have $500 billion in sales. We’re in 27 countries with 11,000 stores and 2.2 million employees.”

Duke joined the corporation in 1995 and has led the logistics, distribution and administration divisions. He served as vice chairman of the company from 2005 until he took over as president in 2009. He served as president and CEO of Wal-Mart Stores until he resigned 2014.

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Retail is ever evolving, he said. More and more people are ordering online and not going into brick-and-mortar stores and WalMart is investing billions in research to find ways of keeping its market share.

“New competitors will come out of nowhere,” he said, “to take on Target, and Amazon and Wal-Mart.”

Another suggestion he had for the student researchers: Rather than dense titles smothered in academic jargon, make research titles simple so that they appeal to real business owners and corporate CEOs looking for ways to improve their profit margins.

If nobody reads the research papers because of difficult-to-understand titles, none of the findings will ever be put to use.

And include executive summaries and conclusions, he said, that have clearly stated practical applications. Summaries are what busy people read first.

“Those summaries,” he said, “have an influence on whether or not business owners and managers will read the document.”

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Victor Poirier, developer, financer and marketer for the first artificial heart talks to Executive MBA class

By Keith Morelli TAMPA (Jan. 6, 2017) -- You may wonder why a master of mechanical engineering who built the first artificial heart was called upon to talk to an Executive MBA class, but there’s more to Victor Poirier than just that life-changing invention.

After he developed the device, he also financed and marketed it.

Poirier is an internationally recognized pioneer who developed implantable ventricular assist devices that take over the pumping function of the natural heart. He built the first working mechanical heart, solving problems that vexed other researchers, such as how to keep blood from clotting.

Among the points he stressed to the class of nearly 50 Executive MBA students in the Muma College of Business was problem solving, in both the technical field and business world. He said engineers and business people should solve problems – not symptoms.

“You break the big problem into smaller problems and then you deal with them,” he said, “one at a time.”

He outlined his research, which began in the 1960s, when he and others received a grant to develop a device that could take the place of the living, beating heart.

At what cost?

“Fifty years of my life,” he said, “and $400 million.”

The technical part involved clinical tests and years-long research projects and ultimately Federal Drug Administration approval.

The financing part was a lesson in pure innovation.

That, he said, involved fancy financial footwork, creative salesmanship and master marketing.

To fully develop the device and supporting procedures and materials, Poirier needed $400 million.

“That’s when I decided to get my MBA,” he said. “I had no idea how to do all this.”

The mechanical engineer who learned medicine by reading medical books, went back to school, earning an MBA from Northeastern University in Boston.

He learned about, applied for and received government grants for part of what he needed and he was able to market and sell some of the biomaterials he had developed along the way. He got a world-renowned cardiac surgeon to review the research and give opinions for free, in exchange for being able to use the device himself when it was ready.

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Poirier, who teaches at USF’s Institute for Advanced Discovery & Innovation, did the same for hospitals, which waived costs in exchange for the promise of being named premier hospitals for heart replacement surgery down the road. All that involved salesmanship, in which he offered future benefits to continue his ongoing research.

But the creative thinking didn’t stop there. He used smart financial strategy to help raise capital he needed to complete the life-long project.

His company went public and that raised more money. And the stock could be leveraged to buy “cash cow” companies, creating even more revenue. More public offerings were made and, in the end, the company’s stock rose from $9.50 a share to $95 a share. He had his $400 million.

“It worked out quite well for (investors),” he said, “and it worked out quite well for us.”

Poirier then sold his company to St. Jude Medical for $3.7 billion, and last year, St. Jude Medical was purchased by Abbot for $25 billion.

His life represents a major accomplishment and lasting legacy. But he said he wasn’t born with the ability to rise above these formidable roadblocks.

“I taught myself to be an innovator,” he told the graduate students. “I’m convinced you can teach innovation, you can teach salesmanship, you can teach creativity. Some of you have these qualities more than others, but whatever you have, you can improve on it.”

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Bob Dutkowsky - Conversations with a CEO

By Alyssa Clementi TAMPA (Nov. 17, 2016) -- When Bob Dutkowsky enrolled in Cornell University, he had only one priority: to pitch for the Ivy League school’s baseball team.

His determination and competitiveness helped him succeed on the baseball diamond, but when it became clear he wasn’t going to pitch in the majors, he had to get serious about college. But his love of baseball never waned, and, as it turned out, figured prominently in his career.

Dutkowsky, now the CEO of Tech Data, based in Clearwater and pulling in more than $26 billion a year in net sales, took time out to speak to more than 100 business leaders and University of South Florida faculty and students at a USF Muma College of Business’s third Conversation with a CEO series in the Centre Club near downtown Tampa. On deck for the next conversations are Shelley Broader, CEO of Chico’s, and Troy Taylor, CEO of Coca-Cola Florida.

The purpose of the series is to give young alumni and friends of the college a chance to learn from someone whom they might not normally get to meet and to glean insight from seasoned professionals who are willing to share some life lessons.

“I find I always learn something new when I have a chance to converse with area business leaders,” said Muma College of Business Dean Moez Limayem, who led the conversation with Dutkowsky. “I thought, wouldn’t it be great if young people could listen in in this conversation.”

At the outset of the conversation, Dutkowsky gave credit to his family, which reminds him every day that even though he is in charge of a massive company that makes billions of dollars and employs 9,000 people all across the globe, that he’s just a guy, really no different than anyone else.

But, back to baseball.

Starting out, he said, he had no sales experience when he interviewed with IBM, a company where his father had worked for 44 years.

“I remember I walked in and sat down with this IBM sales executive, and he asked me ‘Why do you like baseball? Why do you like being a pitcher?’” said Dutkowsky.

“Because the game doesn’t start until I throw the ball,” Dutkowsky replied.

He was hired on the spot.

That was one of the down-to-earth stories the personable Dutkowsky recalled of his career and his life, giving a rare glimpse into the personality of this merchandising giant. The informal, casual setting had him sitting at a table with Limayem, who engaged the CEO in insightful conversation throughout the session.

With nearly 40 years of executive experience under his belt, Dutkowsky has been the chief executive officer of Tech Data for the past 10 years. The company is one of the world’s largest wholesale distributors of technology products, services and solutions. On the Fortune 500, McDonalds is just below Tech Data and Nike a few spots above.

The business of Tech Data is this: It helps companies such as Apple, HP, Cisco, Sony, Microsoft – and hundreds of others – bring their products to market and it works with more than 105,000 IT resellers who support end users in more than 100 countries.

“We have a supply chain with logistics capability that is literally unparalleled in the industry,” said Dutkowsky. “If you order from Tech Data by 5 p.m. anywhere in the world, we will have that product to you 99.9 percent of the time, the next day.”

The company is ranked No. 108 on the Fortune 500, with Dutkowsky himself ranking No. 16 on Forbes’ list of top executives in technology, hardware and equipment sector. Dutkowsky credits his work experience with IBM, and especially his CEO and mentor, Lou Gerstner, for his ever growing knowledge of business.

“Lou was one of the most visionary, smart, brilliant executives that I had ever met,” said Dukowsky. “He was also a really hard person to be around, because he was so smart. Everyone around him was, by definition, incapable of keeping up.”

Dukowsky said that working for IBM, and around such a wide variety of personalities taught him the keys to success.

He offered up a foolproof formula for success: a need to focus, the ability to execute, the importance of bringing urgency to the table, the capability of being a team player, and lastly, having a balance between work and a personal life.

“Don’t be what you’re not,” he said. “Be what you are and focus on that. Really invest in the pieces that you’re good at. Then surround yourself with people who fill in your weaknesses.”

As CEO, he oversees all aspects of Tech Data’s extensive worldwide operations. The company’s success can be measured through its profits: $26.4 billion in net sales for the fiscal year that ended Jan. 31. Tech Data has been named one of Fortune’s “World’s Most Admired Companies” for seven straight years.

“Every morning we come in and turn on the lights and find $120 million worth of sales,” he said. “We have to convince customers to buy $120 million worth of stuff and ship it before we turn off the lights at the end of the day,” Tech Data is expected to jump to approximately No. 80 on the Fortune 500 after the recent acquisition of a Avnet’s Technology Solutions business. Dutkowsky says Tech Data was looking for a way to skyrocket its business, and the $2.6 billion deal was the perfect opportunity.

Dutkowsky backs his reasoning, saying technology spending is in its prime and only growing. Previously, 60 percent of Tech Data’s revenue came from Europe, with the remaining 40 percent coming from the United States. This new venture will spread revenue to the Asia-Pacific region, which was untouched before the acquisition.

Dutkowsky may not play baseball anymore, but he hit a homerun with Tech Data.

“It’s all about creating an environment where people will excel,” he said. “If you put people out of their comfort zone, just slightly, magic happens.”

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Dennis Adamovich, CEO of the College Football Hall of Fame, will be the next guest at the Conversation with a CEO series TAMPA (Jan. 6, 2017) -- Dennis Adamovich, CEO of the College Football Hall of Fame and Chick-fil-A Fan Experience in downtown Atlanta, returned to his old school Friday as a side trip to his real Tampa purpose: attending the 2017 College Football Playoff National Championship between Alabama and Clemson on Monday night at Raymond James Stadium.

Hall officials were to introduce the most recent class of inductees for the Hall during the game.

Adamovich, who was named top executive at the hall last March, is slated to be the guest at the popular Conversation with a CEO program sponsored by the University of South Florida’s Muma College of Business on Feb. 15. The event takes place at 8:30 a.m. in the Center for Advanced Medical Learning, 124 S. Franklin St. in downtown Tampa.

“Having someone with the amazing accomplishments of Dennis agree to participate in our Conversation with a CEO program is a testament to him as an individual giving back to the community and to the program, which seeks to inform alumni, students, faculty and business leaders in the community, what it’s like to reach the top,” said Moez Limayem, dean of the USF Muma College of Business.

“I am looking forward to sitting across from him,” Limayem said, “and talking about his career and how his business education at USF propelled him into that highly successful life.”

At the event, Adamovich is expected to talk about his education at USF, his work in advertising and marketing,how he uses data and analytics to his advantage and his rise up the ladder to high level executive positions.

The gig at the College Hall of Fame is the latest in a series of high-profile positions Adamovich, who graduated from USF in 1986 with a bachelor’s degree in marketing, has held over his 25-year career: From 1992 to 2000, he was the managing director of the Coca-Cola Company in Atlanta, providing executive leadership in the development and commercialization of innovative North America consumer marketing programs. He had 110 people working for him and was the steward of a $150 million budget.

From 2000 to 2015, he was the senior vice president of digital, affiliate, experiential and enterprise commerce for Turner Broadcasting. He oversaw business dealings at TNT, TBS and Turner Classic Movies, 70 employees and a $30 million budget. He implemented the “Very Funny” campaign at TBS. He also was senior vice president of marketing for TBS’ Cartoon Network, and while there, came up with the “Adult Swim” programming.

He launched DA Brand Activation Group in 2015 to develop entertainment promotions, including “Next Country,” a first-ever country artist music competition digital platform and “Front Row,” a mobile app for artists and talent that aggregates all communication into one place and allows them to directly engagement with their fans.

Over the course of his career, Adamovich has led brand strategy, marketing and digital technologies and still carries that entrepreneurial spirit he picked up at USF. He stopped by recently to chat with Muma College of Business Dean Moez Limayem and to take a tour of the campus.

“When I first went to USF, I wanted to go to medical school,” he said. But that ambition didn’t last long.

“After a while, I said, ‘Oh my gosh, I’m a marketing guy,’” he said. Once that decision was made, he was in his element. He wound up taking the advice from a USF Cooperative Education counselor, who arranged an internship with a large Tampa advertising

agency. USF internships, at the time, were considered cutting edge.

There, he worked on an advertisement for a program offered at the business school. The ad, dubbed “An MBA Doesn’t Guarantee a BMW,” sought to enroll more students into internships, saying they help pave the way into the real world, won an Addy Award.

Fast forward to the College Football Hall of Fame, where Adamovich, a native of Detroit who moved to New Port Richey when he was a senior in high school, now works..

The College Football Hall of Fame and Chick-fil-A Fan Experience is a 94,256-square-foot attraction located in the heart of Atlanta’s sports, entertainment and tourism district. It is adjacent to the Georgia World Congress Center and Centennial Olympic Park and provides visitors with an immersive, interactive experience combining historic college football artifacts with state-ofthe-art, interactive multimedia exhibits.

It’s like no hall of fame anywhere, he said. Technology there offers different interactive experiences for everyone who walks in the door. Patrons register their college affiliations when they come in and are given a card, which carries a chip that identifies them as a fan of that particular team. Each exhibit then fashions itself along those interactive lines.

For example, when a USF fan steps in front of an exhibit, all USF displays move to the front.

“This was built with the future in mind,” Adamovich said. “It’s more than a museum.”

Hall officials lauded Adamovich when he was hired.

“This appointment ushers in an exciting time for the Hall of Fame,” said Murry Bowden, chair of Atlanta Hall Management which oversees the Hall, when Adamovich was hired last year.

The Hall was launched in 1951 by retired U.S. Army Gen. Douglas MacArthur to stand as one of the nation’s premier sports destinations, immortalizing the game’s greatest players and coaches as positive role models for future generations.

Besides being CEO, Adamovich is active in the community and industry having served on the board of directors for Woodruff Arts Center Young Audiences and Jack and Jill Late Stage Cancer Foundation, both in Atlanta. He was a member of the marketing advisory board for the Atlanta Zoo from 2006-2009 and was a judge for the New York Film Festival from 2009-2013.

He lives in Roswell with his wife Amy and has two daughters, both of whom attend the University of Georgia. He said he’s a USF Bull, but a Georgia “Dawg” by default.

Visit bit.ly/CEOConvoFeb2017 to reserve a seat at February’s Conversation with a CEO featuring Adamovich.

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Visit bit.ly/CEOConvoFeb2017 to RSVP.

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USF Center for Entrepreneurship Ranked Best in the Southeast, 10th in the Nation TAMPA (Nov. 16, 2016) -- The University of South Florida’s Center for Entrepreneurship has the best graduate program in the Southeast and is ranked No. 10 in the nation by Entrepreneur magazine and The Princeton Review.

The rankings were released Wednesday and the center, located in the Muma College of Business on USF’s Tampa campus, was the only Florida school on the list.

The rankings have placed the center in the top 25 for the 10 consecutive years.

“Small businesses are the engine that drive the U.S. economy,” said Michael Fountain, founding director of USF’s Center for Entrepreneurship, “and this honor proves that we are doing our part to fuel that engine.”

He said the program is exceptional because of its interdisciplinary approach and hands-on learning opportunities for graduate students in the fields of business, engineering, health sciences, and sustainability.

The center also offers those who work in the corporate world a chance to strengthen their business skills.

“Entrepreneurship is about starting a business,” he said. “But for students who want to work in the corporate world, the center helps generate the kind of thinking that intrapreneurs — people who think like entrepreneurs but work for traditional businesses — need to thrive.”

The survey included 300 universities offering entrepreneurship studies from across the United States.

The Princeton Review conducted a 60-question survey between May and August, asking schools for data on levels of their commitment to entrepreneurship studies inside and outside the classroom, according to the announcement of the survey results.

More than 40 points were analyzed for the tally to determine the rankings, the announcement said. Topics included: the percentage of faculty, students, alumni actively and successfully involved in entrepreneurial endeavors, the number and reach of mentorship programs, scholarships and grants for entrepreneurial studies, and the level of support for school-sponsored business plan competitions.

USF Muma College of Business Dean Moez Limayem noted the excellent company USF keeps on the list: Harvard University, which has ranked first for three consecutive years; Northwestern University, the University of Chicago and the University of Michigan, all ranked in the top 10. USF ranked higher than prestigious schools known for their entrepreneurial programs.

“The Center for Entrepreneurship at the Muma College of Business has proven again and again its record of success,” Limayem said. “And its success is a win not only for the students enrolled in the program, but for the university and the community it serves.”

Kenneth Hamner is an adjunct professor teaching a graduate intellectual property course at the center. He also is a graduate of the center and a practicing attorney.

He said he’s proud to have been a student there and now, an instructor.

“I learned a lot,” he said. “It’s a unique program.”

While MBAs are valuable in the business world, he said, “the entrepreneurship program is something a lot more useful for people entering the world as aspiring entrepreneurs. The types of classes offered there are not something you see in an MBA program.”

Entrepreneur magazine’s top graduate schools for entrepreneurship studies for 2017 1. Harvard University 2. Babson College 3. Rice University 4. Northwestern University 5. University of Chicago 6. University of Michigan—Ann Arbor 7. Brigham Young University (UT) 8. City Univ. of New York, Baruch College 9. Temple University 10. University of South Florida 11. University of Virginia 12. University of Texas at Austin 13. DePaul University 14. University of Washington 15. University of Utah 16. Univ. of North Carolina at Chapel Hill 17. Syracuse University 18. Saint Louis University 19. University of Oklahoma 20. University of Maryland—College Park 21. Texas A&M University 22. University of Texas at Dallas 23. University of Rochester 24. Washington University in St. Louis 25. Northeastern University

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Lauren Alford 9240 Dayflower Drive Tampa, FL 33647

(813) 294-­‐3477 alford4@mail.usf.edu

SUMMARY OF QUALIFICATIONS • Ability to work collaboratively as well as self-­‐sufficiently in a team environment • Effective leadership and time management skills • Proven exceptional communication and interpersonal abilities through professional experience PROFESSIONAL EXPERIENCE Street Team, Tampa Bay Rays, St. Petersburg, FL • Promote the Rays brand at outside events including parades, charity walks, and school visits • Assist with marketing operations during in-­‐house events and game days • Coordinate the movement and appearances of Raymond, the mascot

April 2016-­‐present

Event Operations Intern, Amalie Arena/ Tampa Bay Lightning, Tampa, FL August 2016-­‐December 2016 • Assisted in the organization of the guest services and platinum services staff • Managed employee onboarding, scheduling, and communication • Recorded employee scheduling, shop scores, lost and found items, and wardrobe inventory in ABI system • Provided a world-­‐class experience when engaging in customer service • Maintained an organized log of incident reports, supervisor/training evaluations, and all other forms of post event reports Advertising Account Executive, The USF Oracle, Tampa, FL April 2015-­‐August 2016 • Sold advertising space to apartments in the Tampa area • Managed 30+ accounts with diverse and complex contract structures • Built and maintained strong relationships with clients by regularly meeting in person • Communicated with graphics team to fulfill clients requests • Added new business through cold calls and retained current clients all while exceeding revenue goals Performer, Busch Gardens, Tampa, FL August 2014-­‐October 2016 • Served as a company ambassador during guest interactions and assisted guests with park-­‐related questions • Traveled with the marketing team to promote Howl-­‐O-­‐Scream through multiple media outlets including television and radio • Worked collaboratively with choreographers and cast during training and applied feedback to produce an overall better show Beauty Advisor, Estee Lauder, Tampa, FL June 2014-­‐July 2015 • Determined visual product layouts and organized merchandise for optimal sales • Studied and applied new beauty practices and sales techniques such as the “3 Minute Beauty” technique • Worked independently while researching new products and competitors products HONORS/ACTIVITIES • • • • • • • •

King O’Neal Scholar Award USF Marketing Mentor Program with the Tampa Bay Rays USF 25 Under 25 Honoree Second Place Finalist in USF College of Business Elevator Competition Contributor in marketing of the St. Petersburg Bowl Participant in Regional Deloitte Fantaxtic Competition Member of Delta Gamma, Delta Kappa Chapter USF Academic Foundations Peer Leader

EDUCATION University of South Florida, Tampa, FL Muma College of Business, Bachelor of Science in Marketing Major: Marketing, Minor: Economics

Fall 2016 Spring 2016 March 2015 April 2014 December 2014 November 2014 Fall 2014-­‐Fall 2016 Summer 2014-­‐Fall 2015 Fall 2016 Summa Cum Laude GPA: 4.0/4.0

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Muma College of Business Students Excel at Hackathon Challenge TAMPA (Jan. 19, 2017) - Competition was fierce among 20 enterprising University of South Florida students who wrapped themselves up with chatbots over the weekend, competing for a cash prizes in a Jabil-sponsored Hackathon.

The event took place over a 12-hour span Saturday. This was the first Hackathon – an event at which creativity and self-expression through technology are rewarded – sponsored by Jabil and hosted by USF. The competition, which pitted teams of USF students against each other, emphasized the role of IT in manufacturing. The challenge was for students to design and create sustainable software that breaks barriers in technology and can be integrated into a manufacturing setting.

The winning chatbot solution was a “manufacturing manager” that could help with general questions on the production line and was wired to learn the different questions and answers and store them into a database. The winning team, made up of Birupakhya Dash, Imran Shaik, Vivek Singh and Vageesha Maiya, was awarded $1,000 by Jabil to split among the team members.

The competition explored the role of chatbots in manufacturing and challenged the students, most of whom are enrolled in the Muma College of Business, to design and create sustainable software.

Chatbots act as a knowledge base for operators on the manufacturing floor and are like intelligent assistants, Jabil officials said, and the Hackathon is an avenue to examine the various possibilities of the emerging technology.

There is an increasing focus on chatbots within the tech community, as they have been integrated into Facebook Messenger, Twitter feeds etc. The goal of this competition was to explore chatbots’ usage in the world of manufacturing.

Five teams, each consisting of four students, competed for first and second place cash prizes. The competition was fierce and the project demonstrations of chatbots were compelling, according to Jabil officials who oversaw the contest.

The second place winners’ chatbot was named Mia and could assist a production worker by automatically checking and pulling material within the inventory system. Narrowly finishing second was the team comprised of Syed Zoherer, Shifa Chaudhary, Abhishek Arora and Tubanur Alkan.

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High Price Of STEM: Engineers Cost Colleges Double Business Grads Society might value science and engineering grads, but for schools, the price is high Money: By Alasdair Wilkins, Jan 13, 2017 at 12:47 PM ET

Politicians from both sides of the aisle have long argued for college students to choose science and engineering majors over liberal arts, with President Obama singling out art history in 2014 as a major unlikely to get someone ready for a well-paying job. And there’s truth to that, as a report last year found that students who majored in the STEM fields of science, technology, engineering, and math typically had far greater earning power than their peers in the humanities. But never mind what the students might make later — what about the universities that have to pay for these different fields?

That’s the topic of a new working paper by economists from Yale University and the University of Chicago, as they examined the different costs per student of 28 majors in Florida’s public university system.

They looked at the number of instructors and how much they were paid, as well as other costs like student services, administration, and financial aid. Taking everything together, they found STEM majors like engineering and the physical sciences cost around twice as much as the least expensive majors, like business and library sciences.

That doesn’t mean STEM fields aren’t worth universities’ money, especially when they are also seen as crucial to keep the United States scientifically and technologically competitive with the rest of the world, but it’s worth understanding just how much of that money they cost.

The average cost for the 28 majors was about $41,000. By that standard, some classic liberal arts majors — the ones often mocked as a waste of money for students — are a relatively good deal for universities. Both English and philosophy come in as less expensive than the average, although art isn’t looking too hot at a robust $43,000.

Computer science is the only STEM-related field that is below the average in costs, and two fields also associated with high long-term earning power — business and law —are downright bargains.

As the authors point out, these wildly different costs for majors means any school where all students pay equal tuition fees is effectively having one set of students subsidize the others. It sure appears that, contrary to what the rhetoric around higher education might suggest, it’s the English and philosophy majors — and the business and law majors, to say nothing of the future librarians — who are shouldering the extra costs of the STEM majors, along with the art and architecture students.

In fact, Florida Governor Rick Scott has previously proposed varying tuition by major, but with STEM students getting the discount despite the increased cost of educating them. That’s not necessarily unjustifiable, especially if society places more value on producing graduates versed in the sciences rather than the liberal arts, but it’s worth understanding just who is paying for whom.

Source: www.vocativ.com/391983/engineers-cost-colleges-double-business-grads-stem Referenced paper: The Costs of and Net Returns to College Major by Joseph G. Altonji (Department of Economics, Yale University) and Seth D. Zimmerman (Booth School of Business, University of Chicago) for the National Bureau of Economic Research. Access the paper at www.nber.org/papers/w23029/pdf.

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Learning Moment: Unconscious Bias Guests: Suri Surendar and Kelvin Scott, CTR

Defeating Unconscious Bias in the Workplace: Making Rational Judgments Bloomberg BNA, By Laura Tieger-Salisbury, Mar 8, 2016

The American Institute of CPA’s National Commission on Diversity & Inclusion’s mission is to propose strategies to recruit, retain, and advance under-represented minorities in the accounting profession. To further this goal, the AICPA presented the first of three free webinar sessions on addressing unconscious bias in the workplace Feb. 18, 2016.

The presenters, Suri Surinder, CEO, and Manny Espinoza, president, from CTR Factor began by saying that we all continually use unconscious biases and judgments and make decisions based on our individual or collective culturally-specific predispositions and preferences. Unchallenged, unconscious biases may not be useful in ensuring that an accounting firm has a diverse workforce.

ACCOUNTING PROFESSION’S BIAS According to the webinar, “the accounting profession values and leverages pattern recognition and informed judgment based on limited information.” This type of thinking could result in unconscious bias in non-accounting or auditing- related decision making that affects “day to day issues like hiring, mentoring, promoting, staffing and developing people, and engaging with clients.”

In an interview with Bloomberg BNA, Suri Surinder described this “unconscious pattern recognition,” as being like a “sixth sense” based upon past experience, a skill-set developed by identifying particular patterns of numbers in a balance sheet or income statement.

AN ACCOUNTANT’S ACHILLES HEEL Surinder described how the exact skill that accountants rely on in their profession is the “Achilles heel” that may cause them to not examine their unconscious bias when it comes to selecting candidates for a job. He contrasted the training and resultant mindset of an accountant with that of an academician or researcher who “constantly has to examine and defend his or her point of view.”

CHALLENGING BIAS The first step in challenging bias is to make it conscious, said Surinder. Then bias can be questioned, communicated with other people and managed. The presenters gave webinar attendees a series of tests to identify their unconscious bias. One example was selecting candidates of different ages, races and genders applying for a job, based only upon their photographs. Most people’s answers reflected similar bias, such as more participants selecting a younger applicant over a much older one. One webinar participant pointed out that in a hiring situation, an applicant would be evaluated on his or her resume as well as an interview, rather than just his or her appearance. Taking that into account, the presenters answered that the point was to show the bias based upon visual information alone.

SOUNDING BOARD Surinder advised examining judgments by looking at candidates and evaluating them in terms of their race, age, gender, and education and asking a person or persons serving as a “sounding board” to evaluate any judgments being made for bias. If the decision maker and the “sounding board” are too similar—same race, age, gender and education, etc.—then the chances are far greater that they will share many of the same unconscious bias, when it comes to hiring or promoting decisions.

MIXED ASSORTMENT OF BIAS The best way to end up with diversity, according to the webinar, is to make sure the group of decision makers are sufficiently different so that they will challenge and thus make conscious each other’s bias to make the best, rational decision. Learn more about how to do that in parts two and three.

Source: https://www.bna.com/defeating-unconcious-bias-b57982068241/

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Suri Surinder Chief Executive Officer, CTR Factor Chief Executive Officer, QuantumFly Chief Executive Officer, MyRequest US 312.618.5739 nsurinder@ctrfactor.com

Suri Surinder is the CEO of CTR Factor, an advisory services firm in leadership, diversity, and inclusion, serving publicly and privately held corporations, associations and non-profits, universities and foundations. In addition to the above role, Surinder also serves as the CEO of QuantumFly and as CEO of MyRequest US, two startups revolutionizing the talent management and property management spaces. Surinder has developed the techniques and concepts he teaches during a long and successful business career spanning 30 years as an executive, consultant, board member, author, entrepreneur and professor As part of this journey, he has served as chief learning officer of Kaleidoscope Group, a highly respected full service D&I provider with a distinguished history of serving diverse clients for 25 years.

He has also been chief learning officer at ALPFA, the nation’s largest Latino professional organization with 72,000 members and 190+ chapters in cities across America. In this role, he led the development of strategic relationships, and design and delivery of learning programs for clients such as Walmart, PwC, Santander, MassMutual, Voya, Disney, New York Life, Kaiser Permanente, P&G, HJ Heinz, JB Hunt, and Accenture. His entrepreneurial experience includes serving as global head of consulting services at Diversity MBA magazine, and founder and president at Systems & Statistics Group. His corporate experience spans multiple industries, and companies like Pfizer, Verizon, McKinsey, Centurylink, Capital One, and Barclays. He has held C-level roles running billion dollar P&Ls and large global functional groups.

He is the author of the forthcoming book, The CTR Factor: How high is Your Leadership Quotient, former board member of three boards, and former adjunct professor of strategic management at the City University of New York. In 2011, he was recognized as one of the Top 100 Senior Executives under 50 by Diversity MBA magazine. Surinder holds a BS in Civil Engineering, an MS in Structural Engineering and an MBA in Marketing.

Kelvin Scott

SVP of Business Development & Client Relations Veterans Practice

Kelvin Scott retired from the United States Marine Corps after 22 years of service to his country. His USMC experiences include service as a company first sergeant, company gunnery sergeant, company gunnery sergeant and pperations chief. Scott also served as chief instructor and curriculum developer for Airborne & Air Delivery School and, for the Marine Corps Detachment, was in charge of training, readiness, and discipline of entry-level to senior personnel assigned to the command. Additionally, the former Paraloft operations training chief was responsible for leadership and execution of airborne and joint operations in the U.S. and internationally.

As Battalion Equal Opportunity Representative, Scott was responsible for EEOC training for more than 1,000 Marines and sailors and investigating employment practices or alleged violations of laws to document and correct discriminatory factors.

Scott has also served as chief partnership officer at myRequest and a veteran’s practice consultant at Kaleidoscope Group. He earned a bachelor’s degree in business with a marketing certificate.

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About CTR Factor, Inc. We are a Business Performance Improvement firm ....that delivers instant, impactful results.... ....through advisory services & execution services.... ....on a proprietary, uniquely effective leadership platform.

ADVISORY SERVICES Inspirational Speaking Workshop Training Executive Coaching Management Consulting

FLAGSHIP PROGRAMS CTR Leadership ERG Transformation Diversity & Inclusion - Cultural Dexterity Latino Leadership

EXECUTION SERVICES Revenue Growth Expense Reduction Customer Experience Employee Engagement

Experience: • • • • • • • • • • • •

CEO of $1.7B P&L with 5000 employees & 2M customers COO of $2.7B P&L with 3700 employees & 3M customers CMO of $1B P&L serving 50M customers nationwide CEO of largest Hispanic Professional Association nationwide Global Head of Broadband call centers with 5000 employees Senior Partner with top accounting and consulting firm Nationally recogized for leadership in diversity Advisor & expert in customer experience at top consulting company Board member of non-profit and for-profit boards Founder & CEO of two successful startups Author of The CTR Factor ‘How high is your leadership quotient?’

Adjunct Professor - Strategic Planning at largest US business school

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Impact: • • • • • • • • • • • • •

Increased nonprofit from 7 to 41 professional and created 150 student chapters Designed innovative sales channel strategy for $1B global jewelry retailer Launched face to face sales channel for $1B telecom provider Provided advisory services to $150B top global private equity firm Provided top-rated speaking services to leading publishing company Led membership expansion from 200 to 23K leading non-profit Achieved 90% top 2 box customer satisfaction in global call centers Added new revenue of $350M through innovative channel strategy Improved field productivity by 15% in 1 year in 1500 technician division Reduced work volumes by 15% and saved $200M in $39B unit Delivered $600M through charge-off prevention of 300K customers Improved CRM approaches contributing $300M at top electronics retailer Improved service levels in global broadband centers from 60% to 80%

Partnership with the Muma College of Business: CTR in collaboration with USF’s Muma College of Business will conduct Certificates of Leadership in Unconscious Bias and Diversity & Inclusion.

Note: the proposed D&I Certification Program will also include an analytical aspect to measure acquired diversity, which will have an oversight component by the Muma College of Business ISDS department.

Certification Overview: • •

• •

Both the Unconscious Bias and D&I certifications will be offered by the Muma College of Business, and will be branded as such These certification programs will align with the mission and vision of the Muma College of Business, as well as the local environment – MCOB is heavily focused on Big Data; this will be the only analytics-based D&I program in the country – Tampa is an IT hub, and the tech sector is lacking on diversity – The Tampa Bay community over-indexes on diverse constituencies (53% minorities) Target market will be employees at sponsoring and partnering companies in the Tampa Bay Area and nationwide The programs will offer 3 Levels focused on different tenure and seniority characteristics of participating professionals – Foundational for relatively new entrants into D&I ($5,000 per person) – Intermediate for mid-range tenure in D&I ($10,000 per person) – Advanced for senior practitioners in D&I ($20,000 per person)

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Unconscious Bias Training COMMENTS: Please share your thoughts on this training and if there is any specific content that should be considered. ________________________________________________________________________________________________________ ________________________________________________________________________________________________________ ________________________________________________________________________________________________________ ________________________________________________________________________________________________________ ________________________________________________________________________________________________________ ________________________________________________________________________________________________________ ________________________________________________________________________________________________________ ________________________________________________________________________________________________________

REFERRAL: Please share the names of people/companies you think would be interested in such a training. ________________________________________________________________________________________________________ ________________________________________________________________________________________________________ ________________________________________________________________________________________________________ ________________________________________________________________________________________________________ CORPORATE INTEREST: Would your company be interested in such a training?

Yes

No

EAC MEMBER NAME: _____________________________________________________________________________

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Moez

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Targeted Education Attainment (TEAm) Grant In May, 2014, the schools of accountancy at USF, the University of Central Florida, and Florida International University received a total of 3.64 million in funds from the TEAm grant – the Targeted Educational Attainment program, supporting Florida's universities to educate students in high-demand employment areas. The program’s overarching initiatives are: Curricular Innovations Outreach and partnerships Experiential learning

Table 1a: Unduplicated Upper Division Headcount (Enrollments) Year 5 Year 1 Year 2 Year 3 Year 4 Cumulative (2013-14) (2014-15) (2015-16) (2016-17) Year 1 - Year 4 (2017-18) University of South Florida System -- Accounting (USF & USFSP) Actual -- Total USF 1142 1073 1159 1171 4545 TBD USF-Tampa 836 800 884 903 3423 TBD USFSP 306 273 275 268 1122 TBD Projected (without funding), Total USF 1230 1234 1238 1242 4944 1246 USF-Tampa 865 865 865 865 3460 865 USFSP 365 369 373 377 1484 381 Expected (with funding), Total USF 1230 1244 1258 1272 5004 1286 USF-Tampa 865 872 878 885 3500 892 USFSP 365 372 380 387 1504 394 Florida International University - Accounting Actual 1182 1201 1257 1217 4857 TBD Projected (without funding) 1023 997 971 945 3936 919 Expected (with funding) 1023 1027 1011 995 4056 979 University of Central Florida - Accounting Actual 1347 1449 1055 831 4682 TBD Projected (without funding) 1338 1344 1350 1356 5388 1362 Expected (with funding) 1338 1350 1365 1380 5433 1390 Totals (all three institutions) Actual 3671 3723 3471 3219 14084 TBD Projected (without funding) 3591 3575 3559 3543 14268 3527 Expected (with funding) 3591 3621 3634 3647 14493 3655 Actual as % of expected: 97% Actual as % of projected: 99% Institution name

Data Type

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Table 1b: Completions (degrees awarded) Year 4 Year 4 Year 4 (Spring Anticipated (Summer + Projection as of Performance Cumulative, 1/24/17) Fall) (as of 1/24/17) Year 1 - Year 4 Year 5 Institution name Data Type Year 1 Year 2 Year 3 (2013-14) (2014-15) (2015-16) (2016-17) (2017-18) University of South Florida System -- Accounting (USF & USFSP) Actual -- Total USF 327 333 257 191 155 346 1263 TBD USF-Tampa 248 263 199 142 85 227 937 TBD USFSP 79 71 59 49 70 119 328 TBD Projected (without funding), Total USF 307 307 307 307 1228 307 USF-Tampa 216 213 210 207 846 204 USFSP 91 94 97 100 382 103 Expected (with funding), Total USF 310 320 335 355 1320 375 USF-Tampa 218 222 229 239 908 249 USFSP 92 98 106 116 412 126 Florida International University - Accounting Actual 240 249 246 164 85 249 984 TBD Projected (without funding) 210 216 223 229 878 235 Expected (with funding) 215 225 236 248 924 260 University of Central Florida - Accounting Actual 343 386 373 196 136 332 1434 TBD Projected (without funding) 345 339 333 327 1344 321 Expected (with funding) 350 365 385 410 1510 425 Totals (all three institutions) Actual 910 968 876 927 3681 TBD Projected (without funding) 862 862 863 863 3450 863 Expected (with funding) 875 910 956 1013 3754 1060 Actual as % of expected: 98% Actual as % of projected: 107%

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CHANGES IMPLEMENTED IN FALL 2016 FOR SPRING 2017 1. Dropped the entrance exam to the accountancy major.

2. All students taking Intermediate 1 completed a diagnostic quiz at the beginning of the semester; results to be used to identify areas that the instructor needs to emphasize more early in the semester.

3. Introduced faculty-taught “Friday lab sessions.�

4. Revamped tutoring program; added online tutoring.

5. Contacted (via email and phone) 160+ students who are close to graduation to see if we can increase the number of graduates for spring.

Keys to Success in Accounting

1

Read all assignments before class to be familiar with the concepts

2

Attend class, listen and participate in lecture/discussion and work along with in-class exercises.

4

Begin to work your homework assignments by referring back to similar examples in the text and your class notes.

6 Take advantage of additional resources, such as video tutorials, live tutoring and faculty lab sessions.

3

Create your own outline after thoroughly rereading the assigned chapter(s).

5

Begin reviewing your chapter and homework assignment several weeks before exams.

Work additional exercises to confirm your understanding of both concepts and problems. Don’t rework the same problem over and over. Memorizing one problem doesn’t mean you understand the concept.

“Outside of lecture the single most important and helpful resource is the tutoring center. There are a lot of overqualified motivating individuals who are eager to help with any problems you may have. Also, it is important to understand the ideas behind the math, not simply memorizing the steps used to apply it. When you understand something you usually will not forget it, while memorizing something will eventually be lost in the giant abyss. It's important to remember that these topics are on the CPA exam, so while you may be able to get by with memorizing, it is important to understand the topics so they will not be forgotten.”

Ryan Huynh “I think my main strategy for Cost 1 and Intermediate 1 was to stay organized. Both classes are time consuming and there's a huge learning curve coming from principles classes to Intermediate and Cost. If you don't allow for enough time each day to learn the material, you'll get behind.”

Kelsey Cardoso

“My biggest piece of advice is keeping up with the material. It is so easy to say, "oh I'll get to that next week when I'm less busy," but then you get overwhelmed and aren't really learning the material effectively at that point. Students become too caught up in this game of catch up. I used to read the chapters before class, take notes during class, and then complete all the homework assignments, even if I knew the homework was not being checked. It really is a learning process that I feel like students do not take seriously when professors try to warn us about it.”

Jessica Farnsworth

Tutoring Hours Day Time Location Monday 10-6pm Library 206 Tuesday 10-6pm Library 206 Wednesday 10-6pm Library 206 Thursday 10-6pm Library 206 Sunday 12-4pm TBA

“Never be afraid to speak up and ask for clarification during class time (or during office hours). Trust me, you are not the only one wondering about the topic and by asking the question you are helping yourself and your classmates. It might also help the professor understand where he or she didn't cover some of the material as well, and he or she can adjust accordingly.”

Carrie Macsuga

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Business Education and Improv

Student Presenters: Jacob Lenamond, Carrington Price, John Van Decker, Kiersten Smay

John Edward Van Decker II jvandecker@mail.usf.edu • 951 South Collier Blvd • Marco Island, Fl, 34145 • (609)618-2421

Education Bachelor of Arts in Global Business University of South Florida, Tampa, FL GPA 3.85/4.00

May 2020

Leadership/Involvement Public Relations Director, Alpha Sigma Phi, Zeta Omicron Chapter  Elected Official of the Cabinet in the Zeta Omicron Chapter  Works to advertise the Zeta Omicron Chapter through digital means and assists in improving relations with other organizations on campus.  Manages the operations of a committee within the Zeta Omicron Chapter that collects information to output to the general public.

December 2016 - Present

Mayor, Poplar Hall Council, USF  Elected to act as liaison between the residents of the living area and the Residence Hall Government.  Continuously improves communication skills through the relay of information.

August 2016 Present

Member, Bulls Business Community, USF  Selected to be an active participant in a Living Learning Community that develops professional development and business skills.

August 2016 Present

Cadet Corps Commander, NJ-931 Air Force Junior ROTC  Actively led 200+ cadets through high precision drill and regulation.  Improved communication, cooperation, leadership, and organization skills through management and regulation of all corps activity.

September 2013 - June 2016

Awards/Affiliations Eagle Scout, Boy Scouts of America

August 2016 – Present

Recipient, To Better The Man Scholarship

December 2016

Recipient, Sons of the American Revolution Award

May 2016

Skills Languages: Japanese (intermediate proficiency).

Certifications: CPR and First Aid

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Kiersten Smay Gibsonia, PA 15044

(412)-527-6185

kiersten.smay@gmail.com

EDUCATION Bachelor of Science in Finance

June 2020

University of South Florida Tampa, FL Cumulative GPA: 4.0 / 4.0 Bulls Business Community, Global Citizens Project, Goal Girls, Diamond Dolls

WORK EXPERIENCE Content Creator

July 2016-Current

Odyssey ● ● ●

Produce original content on an array of personal and trending topics Meet weekly deadlines for article submission establishing credibility Utilize strict guidelines regarding format and grammar

In-Home Child Care

May 2013-Current

Various Pittsburgh Families ● ● ●

Assist in meal preparation, laundry, etc. to keep with child’s regular daily schedule Provide a calm and productive environment during the parents’ absence Drive children to daily activities and ensure timeliness

VOLUNTEER EXPERIENCE General Sort Volunteer Assistant

December 2016

World Vision Pittsburgh • • •

Sort, pack and label donated product to create organized pallets Operate machinery to seal pallets for storage and shipment Oversee new volunteers and enforce safety procedures

VBS Group Leader

Summer 2012-Current

St. Paul's United Methodist Church ● ● ●

Teach daily bible stories and scriptures to increase children’s interest in faith Practice safety procedures including parent specific check-out and First Aid Coordinate crafts, games, and songs for hands-on attentive learning

LEADERSHIP EXPERIENCE President

May 2015-June 2016

Zonta International at North Allegheny ● ● ●

Promoted worldwide standing of women through community service and advocacy Attended quarterly Zonta meetings to brief local chapters on current events Strengthened relationships with local non-profits by organizing volunteer opportunities

Leadership Intern

Summer 2015

Camp Invention ● ● ●

Assisted elementary students with hands-on STEM based projects Promoted critical thinking in the classroom through leadership Collaborated with local teachers to establish connections

AWARDS • •

4th Place: Principles of Finance at DECA Districts Invitation to Muma College of Business Academic Achievement Dinner

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Looking Forward….

DBA Program

Third cohort began in January with 29 students Inaugural class expected to graduate in December

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Sheila Johnson, Hospitality and Entertainment mogul, to be Honored at Celebration of Free Enterprise fundraiser TAMPA (Jan. 13, 2017) Sheila Johnson, CEO of Salamander Hotels & Resorts and the first woman to own or be an ownership partner in three professional sports teams, is this year’s honoree at the University of South Florida’s Muma College of Business Celebration of Free Enterprise, scheduled for March in downtown Tampa.

The annual event is among the premier fundraisers for USF’s business college, bringing together more than 400 corporate, government and community leaders to honor individuals or leadership teams who have made or are making significant contributions to the free enterprise system. Guests typically range from politicians to the hospitality industry executives; from bankers to technology entrepreneurs.

Proceeds from the event, which begins at 6:15 p.m. on March 8 at Hilton Tampa Downtown, 211 N. Tampa St., go into student success initiatives at the Muma College of Business.

Johnson has been a force in the hospitality and entertainment industries for more than 35 years. Besides her duties as CEO of Salamander Hotels & Resorts, which she founded in 2005, she also is the vice chair of Monumental Sports & Entertainment.

She oversees a portfolio of luxury properties including a handful of Florida golf and family resorts, one of which is the Innisbrook Resort in Palm Harbor.

She is a woman of firsts.

As a teen, she was the first African American to chair the Illinois all-state music competition and won a full scholarship to the University of Illinois to study music.

She was first woman to own or partner in three professional sports teams: the NBA’s Washington Wizards, the NHL’s Washington Capitals and the WNBA’s Washington Mystics. She was involved in BET’s early days as co-founder of the network – which became the first African-American-controlled company listed on the New York Stock Exchange.

She also is a partner in Project Aviation, a service specializing in aviation counseling, aircraft acquisitions, charter services and management.

Besides her business concerns, Johnson is a supporter of education and the arts. She serves on various university boards and is a member of the leadership council at Harvard Kennedy School’s Center for Public Leadership. She also is a board member of the Sundance Institute.

And, she finances documentary films, including “Kicking It,” which premiered at the 2008 Sundance Film Festival and “The Other City,” a critically acclaimed portrayal of the HIV/AIDS crisis in Washington, D.C. She is the first woman to be presented with USF’s Celebration of Free Enterprise award since the event began in 1987. For sponship or ticket information, visit https://usffdn.usf.edu/apps/rsvp/

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Celebration of

Free Enterprise 2017

2017 Honoree: Sheila C. Johnson Sheila C. Johnson has been a powerful force in the hospitality and entertainment industries for more than 35 years. The CEO of Salamander Hotels & Resorts, Johnson is also the vice chair of Monumental Sports & Entertainment.

A powerhouse in the entertainment industry, she is a woman of firsts.

As a teen, the accomplished violinist was the first African American to be chair at the Illinois all-state competition – an achievement that led to a full scholarship to the University of Illinois to study music. She was also a cheerleader there and excelled in her program.

In business, Johnson has become one of the most successful entrepreneurs in America. She was the first woman to be owner or partner in three professional sports teams: the NBA’s Washington Wizards, the NHL’s Washington Capitals, and the WNBA’s Washington Mystics. She was involved in BET’s early days as co-founder of the network – which became the first African-American controlled company listed on the New York Stock Exchange.

Today, she is active in aviation services. She produces films that convey a strong humanitarian message, such as Kicking It, A Powerful Noise, and Lee Daniels’ The Butler. And she oversees a portfolio of luxury properties, including four Florida golf resorts .

An advocate for Tampa Bay in its bid to host the Women’s Final Four in 2019, Johnson is a proponent of women’s basketball and equality for women in sports. She has championed educational programs for women in business and in October, Johnson will be the first woman to be presented with USF’s Celebration of Free Enterprise award, which raises funds for student-centric programs at the USF Muma College of Business.

About Salamander Hotels & Resorts Salamander Hotels & Resorts is a privately owned and operated luxury hotel management company based in Middleburg, Virginia, just outside Washington, D.C. Founded in 2005, the company owns, manages and develops hotels, resorts and inns that reflect the authenticity and character of their surrounding environment. The company’s portfolio features a collection of three stellar golf resorts including Innisbrook Resort near Tampa, Reunion Resort in Orlando and Hammock Beach Resort

Sheila C. Johnson 2017 Honoree in Palm Coast; the luxurious Salamander Resort & Spa in Middleburg, a 340-acre equestrian-inspired property near Washington, D.C.; and the finest resort built in a generation on Florida’s Gulf Coast, Henderson Beach Resort in Destin, opening fall 2016.

About Monumental Sports & Entertainment Monumental Sports & Entertainment is one of the largest integrated sports and entertainment companies in the country with one of the most diverse partnership groups in all of sports. The company owns and operates the NHL’s Washington Capitals, the NBA’s Washington Wizards, the WNBA’s Washington Mystics and Verizon Center, the premier sports and entertainment venue in Washington, D.C. Monumental Sports & Entertainment also oversees the management of Kettler Capitals Iceplex– the training facility for the Washington Capitals and EagleBank arena at George Mason University.

About the event

One of the Bay Area’s premier business networking events, the Celebration of Free Enterprise brings together more than 400 business, government and community leaders annually to honor individuals or leadership teams who have made or are making a significant contribution to the free enterprise system in all areas of endeavor – from politics to the hospitality industry, from banking to new technologies. A celebration in every sense of the word, this not-to-be missed event is fun and always includes special entertainment. The celebration raises funds for student success initiatives at USF’s business school.

About the USF Muma College of Business The USF Muma College of Business serves 6,000 aspiring business leaders.

USF offers business undergraduate and graduate degree programs, including MBA and doctoral programs. AACSB-accredited, USF was ranked No. 126 on Bloomberg Businessweek ‘s Best Business Schools list in 2015, up three spots from 2014. The publication also ranked USF’s part-time MBA program No. 36 in the nation in 2013 (its most recent ranking), placing USF ahead of all Florida public universities and No. 16 among public schools in the nation.

Prior Honorees for USF’s Celebration of Free Enterprise 1987

William F. Buckley, Jr. Author and Political Commentator

1988 Jack Kemp Congressman 1989

F. James McDonald President of General Motors

2017 Sponsorship Opportunities Honoring Sheila C. Johnson The Celebration of Free Enterprise brings together more than 400 business leaders to recognize the free enterprise system and raise funds for the USF Muma College of Business. Sponsorship opportunities for the 2017 celebration are below.

Presenting Sponsor (Exclusive: One Sponsor Only)

1990

J. Richard Munro Chairman & CEO of Time, Inc.

1991

Donald Regan, Former White House Chief of Staff, Secretary of Treasury

• Prominent logo and name mention in invitation, pre-event publicity, and event publications • On-stage participation during the event* • Sixteen tickets to the dinner (two tables with premium placement) and Grand Reception • Special signage at ballroom entryways* • Full-page recognition with premier placement in the event program*

1992

James “Rocky” Johnson Chairman & CEO of GTE

Grand Reception Sponsor (Exclusive: One Sponsor Only)

1993

William H. Donaldson, Chairman & CEO, New York Stock Exchange

1994

Stewart Bryan, Chairman, President & CEO of Media General

1995

Gerald M. Levin, Chairman, Time Warner

1996 Phil Gramm Senator 1997

James Riepe, Vice Chairman of T. Rowe Price

$50,000

$25,000

• Prominent logo and name mention in invitation, pre-event publicity and event publications • Recognition during the event* • Sixteen tickets to the dinner (two tables with premium placement) and Grand Reception • Half-page recognition in the event program*

Entrepreneurial Sponsor

$15,000

• Prominent logo displayed on signage, in the program and name mention during the event • Eight tickets to the dinner (one table with premium placement) and Grand Reception • Half-page recognition in the event program*

Innovator Sponsor

1998

H. Wayne Huizenga, Chairman, Republic Industries

• Logo displayed during the event and in the event program* • Eight tickets to the dinner (one table in a favorable location) and Grand Reception • Quarter-page recognition in the event program*

1999

Art Williams, Owner, Tampa Bay Lightning

Green and Gold Sponsor

2000

Hugh L. McColl, Jr., Chairman, Bank of America

• Eight tickets to the dinner (one table) and Grand Reception • Logo displayed during the event and in the event program*

2001

Robert D. Fagan, Chairman, TECO Energy

Individual Tickets (Open Seating)

2002

Chris T. Sullivan, Chairman & CEO Outback Steakhouse, Inc.

2003

Leslie M. Muma, President, Founder and CEO of Fiserv, Inc.

2004

Rick Michaels, Chairman and CEO, Communications Equity Associates

2005

Richard Teerlink, Retired Chairman & CEO of Harley-Davidson, Inc.

2006

Joie Chitwood III, President & CEO, Indianapolis Motor Speedway

2007

Five Generation Gonzmart Family Leadership, Columbia Restaurant

2009

Busch Entertainment Corporation/ Worlds of Discovery Leadership Team

2012

N.R. Narayana Murthy Chairman Emeritus, Infosys

2015

Jeff Vinik, Chairman & Owner, Tampa Bay Lightning

2017

Sheila C. Johnson CEO, Salamander Hotels & Resorts

$10,000

$5,000 $500

*Notes/disclosure/deadlines: Camera-ready art for program recognition to be provided by the sponsor no later than September 1. Any artwork created on the sponsor’s behalf requires prior agreement, with verbiage and electronic version of logo provided.

For all sponsorship levels, please note the following: pursuant to IRS guidelines, support through sponsorships are considered “Qualified Sponsorships,” which means no endorsement or your business, qualitative or comparative language, price information or indication of savings or value can be included in written words or in verbal remarks.

In essence, the sponsoring organization can be acknowledged through simple us of your name, logo and location, but no message that promotes or markets the trade or business, or any service, facility or product is permissible.

The University of South Florida Foundation, Inc. is a 501(c)(3) tax-exempt organization soliciting tax-deductible private contributions for the benefit of the University of South Florida. The Foundation is registered to solicit charitable contributions with the appropriate governing authorities in all states requiring registration. The organization is located at 4202 E. Fowler Ave., ALC 100, Tampa, FL 33620. Financial and other information about the University of South Florida Foundation’s purpose, programs and activities can be obtained by contacting Manager of Central Records, 4202 E. Fowler Ave., ALC 100, Tampa, FL 33620 or by calling (813) 974-9110.

FLORIDA: SC No. 59-0879015 A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE, WITHIN THE STATE, 1-800-HELP-FLA OR VIA THE INTERNET AT WWW.800HELPFLA.COM. CONTRIBUTIONS ARE DEDUCTIBLE FOR FEDERAL INCOME TAX PURPOSES IN ACCORDANCE WITH APPLICABLE LAW. REGISTRATION IN A STATE DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION OF THE UNIVERSITY OF SOUTH FLORIDA FOUNDATION BY THE STATE.

Celebration of

Free Enterprise 2017 March 8, 2017 - Hilton Tampa Downtown Presenting Sponsor (Exclusive: One Sponsor Only)

$50,000

• Prominent logo and name mention in invitation, pre-event publicity, and event publications • On-stage participation during the event* • Sixteen tickets to the dinner (two tables with premium placement) and Grand Reception • Special signage at ballroom entryways* • Full-page recognition with premier placement in the event program*

Grand Reception Sponsor (Exclusive: One Sponsor Only)

$25,000

Entrepreneurial Sponsor

$15,000

Innovator Sponsor

$10,000

• Prominent logo and name mention in invitation, pre-event publicity and event publications • Recognition during the event* • Sixteen tickets to the dinner (two tables with premium placement) and Grand Reception • Half-page recognition in the event program* • Prominent logo displayed on signage, in the program and name mention during the event • Eight tickets to the dinner (one table with premium placement) and Grand Reception • Half-page recognition in the event program*

• Logo displayed during the event and in the event program* • Eight tickets to the dinner (one table in a favorable location) and Grand Reception • Quarter-page recognition in the event program*

Green and Gold Sponsor

$5,000

• Eight tickets to the dinner (one table) and Grand Reception • Logo displayed during the event and in the event program*

Individual Tickets (Open Seating)

$500

Name of Business/Organization / Individual: ___________________________________________________________________ Name as you would like it to be recognized in print materials: _____________________________________________________ Contact name for sponsorship and logo information: _____________________________________________________________ Mailing Address: ________________________________ City ________________State ____________ Zip Code ____________ Phone Number: _______________________________________ Email Address: ______________________________________ My Payment is enclosed (please make checks payable to USF Foundation, Inc.)

$__________________

Charge my credit card: Amount to be charged: $__________________ Visa

Master Card

American Express

Discover

Name as it appears on the card: _____________________________________________________ Card Number: _____________________________ Expiration date: _________________________ Signature: ________________________________ Thank you! We look forward to seeing you on March 8.

Please complete and mail to: Jennifer Morgan, USF Muma College of Business 4202 E. Fowler Avenue, BSN 3403, Tampa, FL 33620 For questions regarding sponsorships please contact Melody Hardy at melodyhardy@usf.edu or (813) 974-8941

The University of South Florida Foundation, Inc. is a 501(c)(3) tax-exempt organization soliciting taxdeductible private contributions for the benefit of the University of South Florida. The Foundation is registered to solicit charitable contributions with the appropriate governing authorities in all states requiring registration. The organization is located at 4202 E. Fowler Ave., ALC 100, Tampa, FL 33620. Financial and other information about the University of South Florida Foundation’s purpose, programs and activities can be obtained by contacting Manager of Central Records, 4202 E. Fowler Ave., ALC 100, Tampa, FL 33620 or by calling (813) 974-9110.

FLORIDA: SC No. 59-0879015 A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE, WITHIN THE STATE, 1-800-HELP-FLA OR VIA THE INTERNET AT WWW.800HELPFLA.COM. CONTRIBUTIONS ARE DEDUCTIBLE FOR FEDERAL INCOME TAX PURPOSES IN ACCORDANCE WITH APPLICABLE LAW. REGISTRATION IN A STATE DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION OF THE UNIVERSITY OF SOUTH FLORIDA FOUNDATION BY THE STATE.

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Sport & Entertainment Analytics Conference Lineup includes: • Jessica Gelman, CEO, Kraft Analytics Group • Joe Brown, SVP - Strategic Insights, NBC Sports Group • Adam Jones, Director - Sports Advisory Services, PricewaterhouseCoopers • Chris Kamke, Dir. of Business Strategy/Analytics, Tampa Bay Lightning • Kevin Kelley, Athletic Dir./Head Football Coach, Pulaski Academy High School • Akshay Khanna, Vice President of Strategy, Philadelphia 76ers March 29-30, USF Alumni Center

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SunTrust Business Analytics Symposium, April 4 • Microsoft’s Ron Kohavi is known for creating online A/B testing platforms. Analytics algorithms today are routinely tested with large-scale online experiments; his work allows Amazon to do this in 24 hours (compared to months for a traditional company). He was hired away by Microsoft to do the same for Bing and other online platforms.

• Raghav Madhavan is chief data scientist at UBS. He spent 20+ years applying machine learning and analytics to Wall Street firms such as Morgan Stanley, Deutsche Bank, and JPMorgan.

• Omar Besbes is an expert in data-driven decision-making, focusing on applications in ecommerce, pricing, online advertising, operations management and service systems.

• Bank of America’s Tracy Bell and spent 10 years leading its social media monitoring by applying innovative analytics tools to glean insight that can affect every single function at the bank.

• Hari Balakrishnan is co-founder of Cambridge Mobile Telematics, a firm known as one that an apply analytics to change the way insurance works while keeping roadways safe. Its driving tracking tool is now a mobile app that has been shown to have remarkable results.

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Sport Analytics Conference Features Leaders from 76ers, Lightning, PwC TAMPA (Jan. 24, 2017) The technical side of sports and entertainment marketing takes center stage at the third annual University of South Florida Sport & Entertainment Analytics Conference in March.

The conference targets business leaders who deal with data and use it to drive key decisions in the sport and entertainment industries. The latest trends will be examined along with the growing importance of analytics. The conference takes place on March 29 and 30 at the USF Alumni Center on the Tampa campus.

Sessions are scheduled for between 1-5 p.m. on March 29 and from 8:30 a.m. until 4 p.m. on March 30. Industry professionals, students and university faculty will network with accomplished speakers from across the country in the sport and entertainment industry. Organizers expect about 250 people to attend.

“We are excited to be hosting our Third Annual Sport & Entertainment Analytics Conference here on the USF campus at the Alumni Center,” said Mike Mondello, professor of marketing at the Muma College of Business and associate director of the USF Sport & Entertainment Management program. “We have an incredible lineup of industry speakers and are really excited to honor Jessica Gelman as the first recipient of our Innovator in Sports Analytics Award.

Gelman, the CEO of Kraft Analytics Group, also is a featured speaker. Kraft is a technology company focused on data management, advanced analytics and strategic marketing. She is headquartered in Boston and also is a speaker at the MIT Sloan Sports Analytics Conference in Boston earlier in March.

Others slated to speak are: Joe Brown, senior vice president of strategic insights with the NBC Sports Group; Adam Jones, director of sports advisory services with PricewaterhouseCoopers; Chris Kamke, senior director of business strategy and analytics with the Tampa Bay Lightning; Kevin Kelley, athletic director and head football coach at Pulaski Academy High School in Little Rock, Arkansas, who has been featured on national television for his “no punt” policy; and Akshay Khanna, vice president of strategy with the Philadelphia 76ers.

Also on the agenda to give talks are: Stephen Master, senior vice president and head of Nielsen’s Global Sports Practice and Russell Scibetti, vice president of product strategy with KORE Software and founding editor of TheBusinessOfSports.com.

“The conference,” Mondello said, “will be a great opportunity for students, faculty and industry professionals to interact and learn from leaders in the sports industry.”

Tickets are still available: • Professionals: $99 • Students (Non-USF): $75 • USF students and faculty: $50 USF students, USF faculty, as well as students from other universities will be required to provide a valid university ID. To get tickets, visit bit.ly/USFSEAC2017

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Florida Blue Statewide Health Care

Innovation Pitch Competition March 24, 2017 – 12:00 p.m. to 5:00 p.m.

This is your opportunity to help improve healthcare with an innovative technology, product, or service.

• Open to all undergraduate and graduate students from all majors at any university statewide • The pitch should not exceed eight minutes and four slides maximum • Finalists present their innovations to a panel of healthcare experts and executive representatives including Florida Blue

1st place

$10,000 2nd place

3rd place

$5,000 $2,500

Deadline: March 10, 2017 To apply visit http://bit.ly/healthcareinnovation1785

2017 FINTECH

BUSINESS PLAN COMPETITION Make your business a reality.

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$15,000

ST

• Office space at the Student Innovation Incubator • Represent USF at the Florida Venture Forum Competition

Saturday, April 22 • BSN 115 • 8:30 A.M. - 11:30 A.M.

Requirements • One person in the ownership group must be a current USF student • Winner must file to become a legal entity in Florida • Business plan (not to exceed 25 pages)

Submit

One bound copy to the Center for Entrepreneurship 4202 Fowler Ave, BSN 3331 Tampa, FL 33620-5500

Email a PDF to lthompso@usf.edu Apply by April 7 @ 5:00 P.M.

MUMA COLLEGE OF BUSINESS

under

25 25

RECOGNITION PROGRAM

Seeking one EAC member to judge 25 Under 25 Judges will receive packets (about 100) on March 11 Relatively easy – read/rank on a 1-10 (subjective) scale Return scores on March 20

Creating a State-of-the-Art Finance Center

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A PROPOSAL TO ESTABLISH THE PERSONAL FINANCIAL PLANNING PROGRAM AT THE USF MUMA COLLEGE OF BUSINESS

Executive Summary An opportunity exists that will have a lasting impact on financial education, and the financial services industry. The USF Muma College of Business proposes to establish a new undergraduate-and-graduate degree program that will make it a nationwide destination of choice for people seeking indepth training, and successful careers in financial planning.

The Personal Financial Planning program will focus its resources on the looming nationwide shortage of financial advisors and financial planners. It will provide fundamental training in wealth management, financial & estate planning, portfolio analysis, sales, marketing, and interpersonal communications. The Muma College of Business will recruit students from across the country to participate in the program. This will provide a well-trained local talent base, as well as a qualified pool of t alent for career opportunities in financial services nationwide.

The Financial Advisor/Financial Planner “Gap” A confluence of circumstances and demographics is creating a need in the financial services industry to hire and train qualified financial advisors and planners over the next several decades. Adding urgency to this situation is the vast wealth transfer underway in America, as well as technological advances in the delivery of financial services. The challenge to build and maintain the infrastructure needed to provide value-added service and advice is one that every financial services firm faces. The statistics indicate: • Nearly 240,000 financial planners and advisors will be needed during the next 10 years, according to Cerulli Associates.

• The average age of U.S. financial advisors is 51 years old, with nearly 50 percent older than 55.

• Since peaking in 2008, the number of financial advisors in the U.S. has declined more than 12 percent. More than 10,000 advisors and planners are expected to retire annually in the coming years. Nearly one-third of planners and advisors now working will be retired in 10 years.

• At present, educational institutions and certification programs are not generating enough graduates to fill the gaps left by the retiring planners and advisors.

• Approximately 700 students completed bachelor’s degrees in financial planning in 2013, according to the U.S. Department of Education. In 2013, only 90 U.S. schools offered degrees in financial planning.

• Currently less than 5 percent of financial advisors and planners are under the age of 30, and only 20 percent are under age 40.

• The U.S. Bureau of Labor Statistics estimates that the growth in job openings in this area of financial services will be 2 ½ times the national average for other professions.

• The median salary for financial advisors/planners is three times the median U.S. salary, according to data from the U.S. Census Bureau.

PFP: A Vital Step On the Path to the Future The University of South Florida’s Muma College of Business is poised to help the financial services industry meet its staffing and training needs by providing qualified students with specific training and experience that prepares them to enter the financial services industry, whether as financial planners, or financial advisors, or to fill other vital roles in the industry.

In addition to a shortage of qualified new financial advisors and planners, the cost of multi-year in-house training programs can cost investment firms from $100,000 - $175,000

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per trainee. The successful retention rate among newly trained advisors ranges from 30% to 75%, depending upon investment firm. Graduates of the Muma College of Business Personal Financial Planning Program will receive industry specific training developed in partnership with industry partners as part of their curriculum. That will reduce the training costs of the firms that hire them. It will also give our strategic partners the opportunity to work with these students as interns, and get to know them well, prior to graduation.

In 2010, the USF Muma College of Business started laying the foundation to meet this challenge through its Student Managed Investment Fund program. This course provides finance majors a real-time, hands-on experience in securities analysis, evaluation and making written and verbal financial presentations. Student analysts select public compa-nies, do research, and present their ideas to a panel of faculty and investment professionals. Ideas that win the endorse-ment of the panel, become investments in a designated portfolio at the USF Foundation, which students manage.

Our Innovative Approach

In 2014, the Student Managed Investment Fund Program introduced the Advanced Investments Course to expand student training to include portfolio analysis and portfolio management. In 2015 the course was expanded to include graduate students. Both courses rely heavily on engagement with financial industry professionals who help train students for the real world.

The USF Muma College of Business will develop new industry-specific courses that complement the college’s extensive business and finance curricula. This will create new pathways or tracks, to provide students with the training and experience that will serve as the foundation for successful careers in the financial services industry.

The college will also offer these courses to provide training for financial professionals and our industry partners. The goal is to substantially reduce in-house employee onboarding and training costs. This will leverage and complement the undergraduate and graduate degree programs already in place at the college.

We will expand the USF Muma College of Business’ strong track record of community engagement through the Corporate Mentor Program that will partner each Personal Financial Planning Program student with an industry professional for additional guidance and career preparation.

Financial Advisory Training Given the complexity of today’s financial markets, investment firms must have highly trained and skilled employees – people who can “hit the ground running,” being wellversed in the thought processes, technologies and strategies of finance and business planning.

These successful programs will serve as a foundation for expanding the curriculum to include the training required by professional financial advisors and wealth managers. In additional to providing education about markets and investment strategies, the personal financial planning program will emphasize interpersonal communications, sales and marketing, social media, and presentation skills training that are essential for a successful career as a financial advisor, financial planner, and asset manager.

Expanding the Horizons of Financial Education An outline of the curriculum is provided in the accompanying appendix. This new curriculum will allow students to earn both undergraduate and graduate degrees focused on financial advising and financial planning. Although there are several financial planning certificate programs, this will be the one of the first degree programs of its kind within a business college at any major Florida university. This underscores the University of South Florida’s commitment to providing highquality, career-focused financial education, that also addresses one of the major issues facing the financial services industry.

The USF Muma College of Business through the Personal Financial Planning Program will offer students: • A degree major in financial planning/financial advising, or

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• A concentration in financial planning/advising. Both offerings are registered with the Certified Financial Planning board, and are considered the standard of excellence in the financial planning/advising profession.

• Eligibility to sit for the CFP Certification Examination upon course completion and graduation. Students will also be in a position to successfully complete the exams/certifications that are needed to become registered financial advisors.

The programs will differ from most other financial planning/advising programs because it provides undergraduate and graduate degrees in Financial Planning from a business college that is fully accredited by the Association to Advance Collegiate Schools of Business (AACSB).

folio and asset management • Recruit students nationally for these innovative and differentiated programs • Use innovative experiential opportunities to market students and programs nationally to provide leadership in finance throughout the U.S. • Provide focused seminars to help current and future financial planners enhance their businesses • Expand the Corporate Mentor Program to serve Financial Advising and Financial Planning students to engage with mentors in their profession • Develop courses online and in modular format, that will facilitate professional licensing and certification training for our financial industry partners

An Unstoppable Opportunity

Due to the depth and breadth of the curriculum at the USF Muma College of Business, it has the resources and expertise to provide many of the courses required to prepare students for a successful career in financial planning/advising, and to become a CFP-Registered program.

To assure quality instruction, the additional faculty members who will be hired to teach specialized degree courses must be qualified to teach courses that contain financial planning subjects. The College has already hired its first staff member for the PFP Program, Laura Mattia, Ph.D., MBA, CFP®, CRPS®, CDFA ™.

The Personal Financial Planning Program will: • Deliver this new curriculum leveraging existing courses and the creation of new courses (noted by an asterisk in the accompanying course list) • Provide students with innovative opportunities in port-

This transformative approach combines the underlying strong undergraduate and graduate curriculum currently provided at the USF Muma College of Business with the unique innovative offerings to change finance education. This set of academic tools will be combined with our unique “Beyond the Classroom” approach covering skills like sales, negotiation, networking, ethics and trust building. The goal is to train well-rounded and trust-worthy graduates with a strong foundation in financial advising, planning and research upon graduation.

We believe the Personal Financial Planning Program will become a destination of choice for students from throughout the country, seeking a career in the financial services industry. Nationwide recruiting will provide a diverse student base. Some graduates will remain in Florida. Others will return to their home states, providing a strong hiring pipeline for the financial services industry across the country.

This program will transform not only the lives and careers of students, but also the lives and well-being of the clients they will serve. It will create an enduring legacy of high quality financial planning and financial advisory education that distinguish the Tampa Bay area as an innovative financial hub that supplies personnel, training and thought leadership, not only for the southeast, but also for the entire United States.

LIZ SISMILICH / SENIOR DIRECTOR OF DEVELOPMENT / USF MUMA COLLEGE OF BUSINESS t (813) 974-1164 e LSISMILICH@USF.EDU w UNSTOPPABLE.USF.EDU

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Quick Introductions Before Lunch USF Athletics Director Mark Harlan and several student-athletes who are business majors have joined us for lunch We’ll give you some time to get to know them before Mark shares his thoughts on the USF Athletics program, its recent successes and his vision for the future.

Business Majors, Student-Athletes

Khadeeja Dooling Management

Marcus Wingate Business Analytics & Information Systems

Taylor Moody Accounting

Mark Savarese Graduate Student: Entrepreneurship (Marketing Alumnus)

Michael Galati Management

Cameron Ruff Management

Ruben Guerrero Pino Finance

Position: Director of Athletics Hometown: Los Angeles, Calif.

Alma Mater: Arizona Graduating Year: 1992

Mark Harlan Member of NCAA Division I Competition Oversight Committee (2015-) Since assuming the helm of USF Athletics in March of 2014, Mark Harlan has energized Bulls Nation, implemented a five-year strategic plan, and established a “winning” mentality that emphasizes achievement in competition, the classroom and the community across USF’s 19 sports programs.

A Los Angeles native with more than 20 years of athletics administration experience at four universities, Harlan’s has focused on providing an extraordinary experience for all USF student-athletes and pushing the department beyond its limits. Harlan has streamlined the Athletic Department’s structure and operations, while implementing five key values– commitment, community, excellence, innovation and integrity – to elevate every sports program.

Since arriving in Tampa, Harlan has overseen USF’s implementation of NCAA cost of attendance measures as well as additional nutrition opportunities for student-athletes that keep the USF Athletics experience competitive on a national level. In 2016, his five-year strategic plan – focused on academic excellence, competitive greatness, brand enhancement, expanded revenue sources and facility improvements – was approved by the University’s Board of Trustees.

In the 2016 Learfield Sports Director’s Cup, the across-the-board measurement of athletic department performance, the Bulls earned a record 350 points, well above the mark set in 2001. In 2015, Harlan helped guide the Bulls to the highest Learfield finish among American Athletic Conference schools. USF has logged eight conference titles since Harlan’s arrival in the spring of 2014 and six programs have achieved Top 25 recognition. The men’s golf and men’s tennis teams posted the program’s best-ever NCAA Championship finishes, reaching the final eight and Sweet 16, respectively, in 2015. The women’s basketball program achieved its first-ever national ranking while making back-to-back NCAA Tournament appearances for the first time ever. The football program began a surge that saw it post an 8-5 record in 2015 and return to a bowl game for the first time since 2010, while setting the groundwork for a team that returns 93 percent of its offense in 2016.

Off the field, USF student-athletes posted a best-ever combined grade-point average of 3.085 for the 2015-16 academic period with 249 student-athletes earning a 3.0 GPA or higher during spring 2016. The student-athlete academic achievement in 2016 follows the best-ever 83 percent Graduation Success Rate (GSR) in 2014 and 2015.

USF student-athletes and staff have also had an increased presence in the Tampa Bay region, through charity and outreach events. Working with more than fifty community partners, USF student-athletes logged a record 3,946 hours of service over the 2015-16 academic period.

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Harlan also oversaw a broad repositioning of the Bulls Athletic brand. USF launched a redesigned and mobile optimized GoUSFBulls.com in 2015 and committed to top-level social media engagement, which has been recognized among the best in collegiate athletics. USF also invested in the production of cutting edge coaches’ television shows that were named finalists for SVG/NACDA College Sports Media Awards and engaged in a partnership with the University’s Communications and Marketing department that has produced a nationally recognized, compelling and cohesive brand projection across multiple platforms.

“Mark’s experience, enthusiasm and proven leadership make him a perfect fit to further elevate the success of USF Athletics and our talented student-athletes,” USF System President Judy Genshaft said when she introduced Harlan in March of 2014. Less than two years into his tenure, he was already proving those words true.

Harlan is responsible for a USF Athletics Department with 19 men’s and women’s varsity teams, 18 of which compete in the American Athletic Conference, and boasts nearly 500 student-athletes and an annual budget of approximately $46 million.

He was appointed to serve on the NCAA Division I Competition Oversight Committee in April of 2015. In that capacity, he serves on one of seven national committees reporting directly to the NCAA Division I Council in the NCAA’s new governance structure. The committees are tasked with addressing challenges and enhancing opportunities for the 175,000 student-athletes participating at the Division I level. He also serves as the Vice President the America Athletic Conference Athletic Directors as well as playing a key role in the conference’s strategic plan development.

Harlan came to USF after previously serving as Senior Associate Athletic Director for External Relations at UCLA, were he played a key role in successes on the field and in the classroom.

In his role at UCLA, Harlan helped guide a 25-sport athletic department with more than 700 student-athletes and a budget of approximately $80 million. With oversight that included the men’s basketball program, athletic department development, communications, marketing, ticket sales, sponsorships, multimedia rights and alumni affairs, Harlan also played an integral role in all major initiatives and coaching hires, including the recent high-profile additions of men’s basketball coach Steve Alford and football coach Jim Mora.

Harlan’s accomplishments at UCLA, which he joined in 2010, included assisting with raising more than $125 million in annual fund and campaign gifts. Successfully managing a 2012 completion to the $137 million campaign to renovate iconic Pauley Pavilion, he also reorganized the structure of the major giving program and annual fund, leading to a record number of donors and dollars raised in 2013.

Heavily involved in the negotiations with the City of Pasadena to enable a $200 million renovation of the Rose Bowl Stadium, in his four years at UCLA, the Bruins won 11 Pac-12 Conference championships and four national championships. In addition, UCLA’s student-athlete graduation rate stood at 87 percent, second in the Pac-12 Conference behind only Stanford, upon his departure.

Prior to his time at UCLA, Harlan also achieved great success at another Pac-12 institution, serving as the Senior Vice President for Central Development at the University of Arizona Foundation. While there, the Foundation recorded two record years in dollars raised and number of gifts on behalf of the university.

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Student Athletes Joining the EAC For Lunch

KHADEEJA DOOLING Position: Year: Hometown: High School: Major:

Women’s Track, Hurdles Senior Lauderdale Lakes, Fla. American Heritage HS Management

2016 OUTDOOR: Had a season-best 400m hurdles time of 1:02.64 at the Bulls Invitational (3/17).

• Finished 10th in the prelims of the 400m hurdles at the American Outdoor Championships (5/13) in a time of 1:04.10.

• Member of the 4x100m relay team that was sixth at the American Outdoor Championships (5/15) in a time of 45.63.

• Had a season-best 200m time of 25.54 at the Bulls Invitational (3/17).

2016 INDOOR: • Had a season-best 400m time of 58.54 at the Villanova Invitational(2/6) and placed 16th.

• Was a member of the 4x400m relay team that placed 7th at The American Indoor Champinships (2/28-2/29) with a time of 3:45.63.

2015 OUTDOOR: • Had a season-best 100m time of 12.22 at the South Florida Triangular (4/11) • Had a season and team-best 200m time of 24.62 at the Bulls Invitational (3/19) • Had a season-best 100m hurdles time of 14.19 at the Tom Jones Memorial (4/24) • Had a season-best 400m hurdles time of 1:03.03 at the American Outdoor Championships (4/14) prelims. Ran a time of 1:04.99 in the finals and finished seventh.

2015 INDOOR: • Recorded her season best 59.56 in the 400 meters event at the GVSU Early Bird (12/5/14), placing fifth • Finished sixth at the Akron Open (1/9) in the 400 meters event • Ran a 9.00 in the 60-meter hurdles at the Hoosier Hills Invitational (2/13) and placed eighth • Was a member of the 4x400 meter relay team that placed 10th at the American Indoor Championships (2/27) 2014 OUTDOOR: • In the 100m hurdles, had a top time of 14.14 at the USF Collegiate (4/4), placed fourth, ranked 10th best in school history • Placed 12th in the prelims of the American Athletic Championships (5/3) in the 100m • Had a season best time of 1:03.69 at the Tom Jones Memorial (4/19) and placed seventh • Member of the 4x100m relay team that placed sixth at the American Athletic Championships (5/4), 46.89 • Member of the 4x400m relay team that placed sixth at the American Athletic Championships (5/4), 3:41.98 2014 INDOOR: • Competed in the 200m once and finished with a time of 25.92 at the Jack Johnson Classic (1/25) and placed 16th • Had a season best time of 8.94 in the 60m hurdles at the Armory Collegiate Invitational (2/7)

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Student Athletes Joining the EAC For Lunch

Mike Galati Position: Hometown: High School: Major:

Football, Offensive Line Bradenton, Fla. Manatee HS Management

2016: • Appeared in two games... helped the Gulf Coast Offense set school records with 77 touchdowns, 47 rushing touchdowns (second in the FBS), 3,714 rushing yards and 6,650 yards of total offense, while ranking in the top 20 in the nation in sacks allowed (1.15).

2015: • Appeared in three games on the season, serving as the back-up at the center position to senior Brynjar Gudmundsson.

2014: • Redshirt season.

High School: • Played for legendary coach Joe Kinnan at Manatee HS…attended the same high school and played for the same coach as USF head coach Willie Taggart…a 2013 second team Class 8A all-state selection…leader of the Manatee offensive line helping pave the way for an offense that averaged 322 yards rushing per game…the Hurricanes tallied 3,874 yards an 47 touchdowns rushing in 2013 and posted an 11-1 record…first team all-county…rated a three-star recruit by ESPN.com and Scout.com…was part of Manatee’s 2011 7A state championship team as the Hurricanes went 13-2.

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Student Athletes Joining the EAC For Lunch

Ruben Guerrero Position: Year: Hometown: High School: Major:

Basketball, Center Junior Marbella, Spain Sunrise Christian Academy Finance

2015-2016: • Recipient of the American Athletic Conference Sportsmanship Award… NCAA D1 Male Sportsmanship Award winner...

Played in 32 of 33 games, while starting 19… Averaged 5.1 points and 5.6 rebounds… Ranked eighth in the conference with 1.3 blocks per game… Ranked 12th in the conference with 2.2 offensive rebounds per game… Led the team with a field goal percentage of 59.1… Had two double-doubles… Recorded 14 points and 10 rebounds against Temple (1/31) and 12 points and 10 rebounds vs. UAB (12/19)… Recorded a season-high 11 rebounds and a career-high seven blocks vs.

Memphis (2/20), the most blocks by a USF player since Kentrell Gransberry had seven against UAB on Dec. 8, 2007.

2014-2015: • Played in 28 games while starting 22… Missed the first four games of the season due to a groin injury… Did not play in the second half or overtime at Tulsa (1/31) due to injury… Ranked fourth in the conference (1st among freshmen) and 100th in the NCAA (11th among freshmen) with 1.5 blocks per game… Ranked tied for third all-time at USF in blocked shots as a freshman with 43… Had a season-best 14 rebounds against Temple (2/14)… Averaged 4.6 rebounds per game, the second-best on the team… Averaged 5.4 points per game… Recorded four blocks three times… Scored a season-best 17 points vs. Memphis (2/14).

PRIOR TO USF • A three-star recruit by Scout.com … Member of 18U Spanish national team … Ranked No. 33 on DraftExpress.com’s International ’95 list … Averaged 9.3 points and 8.5 rebounds in 2013-14 at Sunrise Christian Academy in Wichita, Kan. …

Helped the Buffaloes finish with a national ranking of 14 by USA Today and a 19-7 record while playing a national schedule.

FROM USF ATHLETICS NEWS: TAMPA (NOV. 14, 2016) -- Junior center Ruben Guerrero was named to the American Athletic Conference Honor Roll after recording a double-double in USF’s 84-73 win over Florida A&M on Friday.

The Spaniard scored 13 points, on 5-of-9 shooting, and brought down a career-high 16 rebounds to help USF win its season opener. The 16 rebounds was the highest total of any individual in the conference over the opening weekend. Guerrero also added two assists, one block and one steal in his 32 minutes of action.

It was the first-career weekly conference award for Guerrero, who was joined on the honor roll by Devin Davis (Houston), Caleb White (East Carolina), Jacob Evans III (Cincinnati) and Obi Enechionyia (Temple). SMU’s Semi Ojeleya was named the conference player of the week and Temple’s Quinton Rose was the rookie of the week.

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Student Athletes Joining the EAC For Lunch

Taylor Moody Position: Year: Hometown: High School: Major:

Women’s Golf Senior Plantation, Fla. St. Thomas Aquinas HS Accounting

2016-2017: • Competed in two events for the Bulls (five rounds) during the fall season... Low round of the fall was a 76 in the second round of the Yale Women’s Intercollegiate.

2015-16: • Tied for 35th place at the Florida Challenge to open the spring season.

2014-15: • Competed in the Florida Challenge, finishing 36th with a low round of 82... Tied for 48th place as an individual at the Web. com’s April event in Jacksonville, shooting 76-74-75.

2013-14: • Competed in three tournaments ... Shot a low round of 77 at the UCF Challenge.

HIGH SCHOOL: • Lettered four years in golf at St. Thomas Aquinas High School under coach Taylor Collins ... Named team captain, team MVP and all-county during her high school career ... Participated in the Florida Junior Cup in 2012 ... Led her team to the state tournament as a sophomore, shooting a 75.

PERSONAL: • Born in Plantation, Fla. ... Is the daughter of Chip and Suzanne Moody ... Has two siblings,Trey and Cameron.

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Student Athletes Joining the EAC For Lunch

Cameron Ruff Position: Hometown: High School: Major:

Football, Right Guard Tampa, Fla. Jesuit HS Management

2014: • Ruff started one game and saw action in two on the year…was number two on the depth chart at center behind three-year starter Austin Reiter who missed just a handful of snaps over that span…started at left guard vs. Maryland (9/6)…lettered.

2013: • A redshirt season.

JESUIT HIGH SCHOOL: • Coached by James Harrell at Jesuit ... a versatile two-way player who was a three-year starter, all-state and two-time allcounty selection ... played in the FACA North-South All-Star game ... a first-team 5A all-state selection by The Associated Press as a senior ... a first-team all-Suncoast and all-Hillsborough pick ... earned the team’s MVP award ... led the way for Jesuit to rush for 1,843 yards ... also posted 36 tackles, five sacks, 11 TFL and a fumble recovery ... ranked 46th in the Tampa Bay Times’ Top 100 and 34th in the Orlando Sentinel’s MidWest Super 60 entering his senior year ... a second-team all-Hillsborough selection as a junior ... posted 14 pancakes, 19 tackles, a sack and an INT ... helped the Tigers average 153 rushing yards per game ... led Jesuit to an 11-2 record and a berth in the regional finals ... earned the teams’ Iron Man award ... added 24 tackles, three sacks and seven TFL as a sophomore ... also lettered in track and field.

PERSONAL: • Born in Birmingham, Ala. ... moved to Tampa when he was six months old ... son of Calvin and Kim Ruff.

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Student Athletes Joining the EAC For Lunch

Mark Savarese Position: Year: Hometown: Other College: Major:

Baseball, Pitcher Senior Palm City, Fla. St. Petersburg College Entrepreneurship & Applied Technologies (Undergraduate Major: Marketing)

AS A JUNIOR (2016): • Appeared in eight games (all out of the bullpen)…Matched career-high with three strikeouts in the 8-4 win over Eastern Michigan (2/27)...Threw a season-high 2.1 innings at Bethune-Cookman (3/1)...Earned the win with 1.0 scoreless innings against Saint Joseph’s (3/4).

AS A SOPHOMORE (2015): • Appeared in eight games…Went 1-0 with a 4.22 ERA…Held opponents to just a .212 batting average…Made seasondebut with a scoreless inning at No. 18 Illinois (3/20)…Earned first win as a Bull with a scoreless inning in the 9-6 victory at UConn (4/2)…Threw a season-high 2.2 hitless innings at No. 9 Florida (5/5)…Struck out a season-high three batters in 2.0 innings against UCF (5/14).

AS A FRESHMAN AT ST. PETERSBURG COLLEGE (2014): • Appeared in 13 games, making one start…Went 2-0 with a 3.25 ERA and one save…Recorded 25 strikeouts in 27.2 innings.

HIGH SCHOOL: • Four-year letter winner for head coach Jerry Smith at Martin County HS…Recorded nine saves as a junior…Team captain in 2011.

PERSONAL: • Born in Lynbrook, N.Y. …Parents are Mark and Kordula…Has two sisters, Stefanie and Paige.

SAVARESE’S CAREER HIGHS (as of 6/16/16): • Innings (Starter): N/A • Innings (Reliever): 2.2, at #9 Florida (5/5/15) • Hits Allowed: 5, at Bethune-Cookman (3/1/16) • Runs: 4, at North Florida (3/16/16) • Earned Runs: 4, at North Florida (3/16/16) • Walks: 2, 2x, last, at North Florida (3/16/16) • Strikeouts: 3, 2x, last, vs. Eastern Michigan (2/27/16)

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Student Athletes Joining the EAC For Lunch

Marcus Wingate Position: Year: Hometown: Major:

Football, Wide Receiver Junior Boyne City, Michigan Business Analytics and Information Systems

Marcus Wingate is a Qlik Sense developer and business analyst at SME Solutions Group, Inc. With experience in college athletics communications, database management, sales, and customer service, Wingate will focus on growing SME’s Sports Analytics vertical focus. Wingate is a Business Analytics/Information Systems major and Walk-On Football Player at the University of South Florida. He is currently working on a project to utilize data analytics and NFL play-call making. Wingate plans to use his passion for sports and analytics to leverage insight in the sports industry.

From USA Today (Aug 29, 2016): There’s only one new walk-on listed on USF’s fall roster, and has he got a story. Wingate did not play football last year...and hasn’t been here long enough to be listed on a depth chart. Wingate is so new to the team that he doesn’t have a bio page yet on the official site. In fact, we got most of this information from his LinkedIn profile. Here’s what we know: Wingate played running back and cornerback at East Jordan High School in East Jordan, Michigan, a town in the northern part of the Lower Peninsula. Wingate came to USF in 2012, but not to play football. He enrolled as a regular student and took up some typical student jobs around athletics. He was an intramural referee, he was an intern in the sports information department, and he helped the football staff with recruiting.

Wingate left USF for a year to try his luck at college football. He went back to Michigan and enrolled at Grand Valley State, the winningest program in Division II history. But he didn’t get any game action and came back to USF, returning to the athletics office as an administrative assistant. Now he’s giving college football another chance as a walk-on.

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Don’t forget to mark your calendars!

Next EAC meetings:

• May 26, 2017, 8:45 a.m. – 1:00 p.m.

• September 22, 2017, 8:45 a.m. – 1:00 p.m.

Additional calendar items: • • • • • • • • •

2/10, 4:30 p.m.

2/15, 8:30 a.m.

3/02, 8:30 a.m.

3/08, 6:00 p.m.

3/08 3/28-29 4/04 4/13, 8:30 a.m.

4/24, 6:00 p.m.

DBA Open House/Ribbon Cutting, BSN 3202 (RVSP: bit.ly/HasbiniRibbonCutting) Conversation with a CEO with Dennis Adamovich (RSVP: bit.ly/CEOConvoFeb2017) CEO/CHRO Forum Celebration of Free Enterprise (See Liz or Gigi to purchase table) Bolts & Bulls Tournament at Innisbrook Sport & Entertainment Analytics Conference (RSVP: bit.ly/USFSEAC2017) SunTrust Business Analytics Symposium Conversation with a CEO with Troy Taylor (RSVP: bit.ly/convoceoapr2016) 25 Under 25 Reception at Busch Gardens

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