Upcoming & Past Events

FMA Spring 2020 Speakers/Meetings


We will hold meetings and speaker events on Thursday's at 4:00 p.m. in the Beacom Hall Auditorium (Room 133) unless otherwise noted. 

If you are a person with a disability and require special accommodation to fully participate, please contact Disability Services 48 hou­­­rs before the event at 605-677-6389 or e-mail disabilityservices@usd.edu.



FMA Past Events
FMA Spring 2020 Speakers


Speakers: POET: Rick Siem, Director of Treasury; Scott Johnson, Data Systems Administrator; Lezlee Herdina, Director of Financial Planning & Analysis; and Rachel Barclay, Financial Analyst  KMPG: Nana Amonoo-Neizer, Advisory Manager; Erica McDonald, Advisory Associate and Beck Paseka, Campus Recruiting Manager.

Topic: Use of Technology and Data Analytics 

Time: January 21, 2020 (Tuesday) at 4:00 p.m.

Place: Beacom Auditorium


Speakers: Gary Schaap and Amy Swier, Ameriprise

Topic: Personal Financial Planning & Certified Financial Planner

Time: January 30, 2020 (Thursday) at 4:00 p.m.

Place: Beacom Auditorium


Speaker: Angeline Lavin, RBC Wealth Management, First VP, Sioux Falls

Topic: Role of Financial Advisor & Financial Planning

Time: February 20, 2020 (Thursday) at 4:00 p.m.

Place: Beacom Auditorium


Speaker: Joe Fokken, Mutual of Omaha

Topic: Career in Insurance Industry

Time: March 5, 2018 (Thursday) at 4:00 p.m.

Place: Beacom Auditorium


FMA Fall 2019 Speakers


Speaker: Speaker: Dustin Pratt, Avalon Capital Croup

Topic: Career Portfolio Management, and Internship Opportunities

Time: September 12, 2019 (Thursday) at 4:00 p.m.

Place: Beacom Auditorium


Internship Panel Speakers: Mandy Hanson, Manager, Career Success Center

Finance Advisory Council Members:

Angeline Lavin, RBC Wealth Management, First VP, Sioux Falls

Rob Ness, First Dakota National Bank, CFO, Yankton

Wyatt Haines, POET, VP and Treasurer, Sioux Falls

Student Speakers are as follow:

Ryan Scholten (Goldman Sachs)

Gage Hillberg (Wells Fargo - Asset Management)

Bridget Geerts (FDIC)Mark Yockey, and USD students

Topic: Internship panel, discussion about internship opportunities, how to get involved, resume and cover letter tips

Time: September 19, 2019 (Thursday) at 4:00 p.m.

Place: Beacom Auditorium


Speakers: Amanda Clark and Kenny Mattson, Bank Examiner, OCC

Topic: Functions of OCC and Career Opportunities with OCC

Time: September 26, 2019 (Thursday) at 4:00 p.m.

Place: Beacom Auditorium


Speaker: Andrew McQuistan, Senior Risk Management Examiner, FDIC

Topic: Functions of FDIC, Internship and Career Opportunities with FDIC

Time: October 15, 2019 (Tuesday) at 4:00 p.m.

Place: Beacom Auditorium


Speaker: Kelby Kleinsasser, Farmers Business Network (https://www.fbn.com/).

Topic: Overview of Farmers Business Network, and New Start-Up

Time: October 17, 2019 (Thursday) at 4:00 p.m.

Place: Beacom Auditorium


Speaker: Steve Kirby, Founder, Bluestem

Topic: Functions of a Private Equity Firm

Time: December 5, 2019 (Thursday) at 4:00 p.m.

Place: Beacom Auditorium


FMA Spring 2019 Speakers


Speaker: Jessica Alvey, National Bank Examiner, OCC

Topic: Overview of the Office of the Comptroller of the Currency (OCC) and its functions, full-time job opportunities with the OCC as a bank examiner

Time: January 24, 2019 (Thursday) at 4:00 p.m.

Place: Beacom Auditorium


Speaker: Christine Gaffney,  Minneapolis Federal Reserve Bank

Topic: Functions and Roles of the Federal Reserve Bank in the banking sector

Time: February 21, 2019 (Thursday) at 4:00 p.m.

Place: Beacom Auditorium


Speaker: Janet Mount, Vermillion Federal Credit Union

Topic:  Functions of a credit union and comparison to traditional banks

Time: March 14, 2019 (Thursday) at 4:00 p.m.

Place: Beacom Auditorium


Speaker: Lucas Kading, Meta Bank

Topic: Company overview and internship/career opportunities available

Time: March 21, 2019 (Thursday) at 4:00 p.m.

Place: Beacom Auditorium


Speaker: Andrew McQuistan, FDIC

Topic: Functions of FDIC, and internship/career opportunities available

Time: April 4, 2019 (Thursday) at 4:00 p.m.

Place: Beacom Auditorium


FMA Fall 2018 Speakers

Speaker: Mandy Hanson, Dr. Mark Yockey, and USD students

Topic: Internship panel, discussion about internship opportunities, how to get involved, resume and cover letter tips

Time: September 13, 2018 (Thursday) at 4:00 p.m.

Place: Beacom Auditorium


Speaker: Jessica Alvey, National Bank Examiner, OCC

Topic: Overview of the Office of the Comptroller of the Currency (OCC) and its functions, full-time job opportunities with the OCC as a bank examiner

Time: September 27, 2018 (Thursday) at 4:00 p.m.

Place: Beacom Auditorium


Speaker: Dustin Pratt, Portfolio Manager at Avalon Capital Group

Topic: Portfolio management at Avalon Capital Group, career and internship opportunities

Time: October 18, 2018 (Thursday) at 4:00 p.m.

Place: Beacom Auditorium


FMA Spring 2017 Speakers

Speaker: Andrew McQuistan, Senior Risk Management Examiner, FDIC

Topic: Overview of the FDIC and Careers/Internship Opportunities with the FDIC

Time: January 19, 2017 (Thursday) at 4:00 p.m.

Place: Beacom Auditorium


Speaker: Jessica Alvey, National Bank Examiner, OCC

Topic: Functions of the OCC and Career Opportunities with the OCC

Time: February 9, 2017 (Thursday) at 4:00 p.m.

Place: Beacom Auditorium


Speaker: Glen Herrick, CFO, MetaBank

Topic: Functions of the Investment Arm of a Bank and Career Opportunities at Meta Financial Group

Time: February 23, 2017 (Thursday) at 4:00 p.m.

Place: Beacom Auditorium


Speaker: Tom Targonski, Financial Advisor, Edward Jones

Topic: Duties of a Financial Advisor, CFP, and Career Opportunities in financial advising industry and Edward Jones

Time: April 20, 2017 (Thursday) at 4:00 p.m.

Place: Beacom Auditorium


FMA Fall 2016 Speakers

Speaker: Dustin Pratt & Erik Ustad, Avalon Capital Group

Topic: Venture Capital

Time: September 7, 2016 (Wednesday) at 4:00 p.m.

Place: Beacom Auditorium


Speaker: Tom Landmark & Dave Verkinderen, US Bank

Topic: Leasing Industry

Time: September 22, 2016 (Thursday) at 4:00 p.m.

Place: Beacom Auditorium


Speaker: Trevor, Aaron, Dustin, and Ben, POET

Topic: Overview of POET and its products and market offerings, Corporate Finance & Career/Internship Opportunities with POET

Time: September 26, 2016 (Monday) at 5:00 p.m.

Place: Beacom Auditorium


Speaker: Jessica Alvey, National Bank Examiner, OCC

Topic: Functions of the OCC and Career Opportunities with the OCC

Time: September 29, 2016 (Thursday) at 4:00 p.m.

Place: Beacom Auditorium


Speaker: Dan Frasier, Waddell & Reed

Topic: Wealth Management Industry

Time: October 27, 2016 (Thursday) at 4:00 p.m.

Place: Beacom Auditorium


Speaker: Anne Cipperley, South Dakota Investment Council

Topic: Fund management & Internship Opportunities with the SDIC

Time: November 3, 2016 (Thursday) at 4:00 p.m.

Place: Beacom Auditorium


FMA Spring 2016 Speakers

Speaker: Matthew Stange, Regional Partner, Thrivent Financial

Topic: Overview of Thrivent Financial and An Interactive Session on Career as a Financial Advisor

Time: March 30, 2016 (Wednesday) at 4:00 p.m.

Place: Auditorium

Speaker: Todd Dathe, Managing Principal, Aspen Private Advisor

Topic: Duties of a Financial Advisor, and Career Opportunities in financial advising industry

Time: March 23, 2016 (Wednesday) at 4:00 p.m.

Place: Auditorium

Speaker: Thomas Targonski, Financial Advisor, Edward Jones

Topic: Duties of a Financial Advisor, CFP, and Career Opportunities in financial advising industry and Edward Jones

Time: March 2, 2016 (Wednesday) at 4:00 p.m.

Place: Auditorium


Speaker: Glenn Herrick (EVP and CFO) and Scott Van Horseen (VP and Treasurer), Meta Financial Group

Topic: Functions of the Investment Arm of a Bank and Career Opportunities at Meta Financial Group

Time: February 17, 2016 (Wednesday) at 4:00 p.m.

Place: Auditorium


Speaker: Andy McQuistan and Jessica Burchill, Federal Deposit Insurance Corporation, Sioux Falls Field Office

Topic: Functions of FDIC and Career Opportunities at FDIC

Time: January 27, 2016 (Monday) at 4:00 p.m.

Place: Auditorium


Speaker: Jessica Alvey and Hanna Kemink, Office of the Comptroller of Currency, Sioux Falls Field Office

Topic: Functions of OCC and Career Opportunities at OCC

Time: January 20, 2016 (Wednesday) at 4:00 p.m.

Place: Auditorium


FMA Fall 2015 Speakers

Speaker:  John Barker, President, Elgethun Capital Management

Topic: Internship and Career Opportunities with Wellmark

Time: November 16, 2015 (Monday) at 4:00 p.m.

Place: Beacom Hall Auditorium (Room 133)


FMA Field Trip to Minneapolis October 22-25, 2015 (Firms visited are: Medtronic, Target, Columbia/Ameriprise, Federal Reserve Bank)


Speaker: Daniel Brown, Chief Financial Officer, Wellmark

Topic: Internship and Career Opportunities with Wellmark

Time: October 5, 2015 (Monday) at 4:00 p.m.

Place: Beacom Hall Auditorium (Room 133)


Speaker: Christine Berglin (National Bank Examiner) and Katherine Holm (Associate BE) Office of the Comptroller of Currency, Sioux Falls Field Office

Topic: Functions of OCC and Career Opportunities at OCC

Time: September 21, 2015 (Monday) at 4:00 p.m.

Place: Beacom Hall Auditorium (Room 133)


FMA Spring 2015 Speakers

Speaker: Steve Kirby, Founding Partner, Bluestem Capital

Topic: Venture Capital and Career Opportunities

Time: April 13, 2015 (Monday) at 4:00 p.m.

Place: Beacom Hall Auditorium (Room 133)


Speaker: Daniel Frasier, District Manager, Waddell & Reed

Topic: Designing an Investment Portfolio

Time: April 20, 2015 (Monday) at 4:00 p.m.

Place: Beacom Hall Auditorium (Room 133)


Speaker: Jessica Alvey, National Bank Examiner, Office of the Comptroller of Currency, Sioux Falls Field Office

Topic: Functions of OCC and Career Opportunities at OCC

Time: February 9, 2015 (Monday) at 4:00 p.m.

Place: Beacom Hall Auditorium (Room 133)


Speaker: Jeffery Ireland, Model Risk Governance, US Bank

Topic: Risk Management for Large Commercial Bank

Time: February 23, 2015 (Monday) at 4:00 p.m.

Place: Beacom Hall Auditorium (Room 133)


March 18-22 New York City Trip


FMA Fall 2014 Speakers

Field Trip to Berkshire Hathaway, October 17 (Friday)


Speaker: Thomas Targonski, AAMS(r), Edward Jone

Topic: Retirement Planning and Career as a Financial Advisor

Time: October 20, 2014 (Monday) at 4:00 p.m.

Place: Beacom Hall Auditorium (Room 133)

Speaker: Anne Cipperley, Jarrod Edelen and Zach Nipp, South Dakota Investment Council

Topic: South Dakota Retirement System and Career with SDIC

Time: October 27, 2014 (Monday) at 4:00 p.m.

Place: Beacom Hall Auditorium (Room 133)

Speaker: Andy McQuistan, Federal Deposit Insurance Corporation, Sioux Falls Field Office

Topic: Functions of FDIC and Career Opportunities at FDIC

Time: November 10, 2014 (Monday) at 4:00 p.m.

Place: Beacom Hall Auditorium (Room 133)

Speaker: Jeffrey Gordon, Director, IFM Capital Advisors

Topic: Functions of a Financial Adviser and Career Opportunities in IFM Capital

Time: November 17, 2014 (Monday) at 4:00 p.m.

Place: Beacom Hall Auditorium (Room 133)

Speaker: Brad Herrboldt, Cost & Profit Planning, Union Pacific Railroad.

Topic: His work day and Career/Internship opportunities at Union Pacific

Time: September 4, 2014 (Thursday) at 4:00 p.m.

Place: Beacom Hall Auditorium (Room 133)

Speaker: Jessica Alvey, National Bank Examiner, Office of the Comptroller of Currency, Sioux Falls Field Office

Topic: Functions of OCC and Career Opportunities at OCC

Time: September 22, 2014 (Monday) at 4:00 p.m.

Place: Beacom Hall Auditorium (Room 133)

Speaker: Dan Frasier and Steve Ciofalo, Waddell and Reed

Topic: CFA versus CFP

Time: October 6, 2014 (Monday) at 4:00 p.m.

Place: Beacom Hall Auditorium (Room 133)

FMA Spring 2014 Speakers

FMA Meeting: Election of New Officers

Time: March 26, 2014 (Wednesday) at 3:00 p.m.

Place: Beacom Hall Room 128


Speaker: John Barker (President) and Adam Schwab (Portfolio Manager), Elgethun Capital Management, Inc.

Topic: Their work day and Career opportunities in Investments

Time: April 9, 2014 (Wednesday) at 3:00 p.m.

Place: Beacom Hall Room 128 (to be confirmed)

Speaker: Glen Herrick, EVP & CFO, Ira Frericks (COO) and Sonja Thiesen (Controller), Meta Payment Systems,

Topic: Their work day and Career opportunities at Meta Bank

Time: April 23, 2014 (Wednesday) at 4:00 p.m.

Place: Beacom Hall Room 128


Speaker: Jessica Alvey, National Bank Examiner, Office of the Comptroller of Currency, Sioux Falls Field Office

Topic: Functions of OCC and Career Opportunities at OCC

Time: February 12, 2014 (Wednesday) at 3:00 p.m.

Place: Beacom Hall Room 128

Speaker: Randy Uhl (Manager) and Allison Poulson, Purina/Land-o-Lakes Direct Ship Feed Ingredient Division, Sioux City, IA

Topic: Career at Land-o-Lakes and Finance Internship Opportunity

Time: January 29, 2014 (Wednesday) at 3:00 p.m.

Place: Beacom Hall Room 128

FMA Fall 2013 Speakers

 Speaker: Michael Keller, Dean of Beacom School of Business

Topic: A Career in Mortgage Lending Industry

Time: November 19, 2013 (Tuesday) at 3:30 p.m.

Place: Auditorium (Room 133)

 

Speaker: Jessica Alvey, National Bank Examiner, Office of the Comptroller of Currency

Topic: A Career as a Bank Examiner

Time: November 12, 2013 (Tuesday) at 4:30 p.m. (Please note the change of time)

Place: Auditorium (Room 133) (Please note the change of venue)

 

Speaker: Andrew McQuistan, Federal Deposit Insurance Corporation

Topic: A Career as a Bank Examiner with FDIC

Time: November 7, 2013 (Thursday) at 4:30 p.m. (Please note the change of time)

Place: Auditorium (Room 133) (Please note the change of venue)


Speaker: Dan Frasier and Steve Ciofalo, Waddell and Reed

Topic: A Career in Fund Management Industry

Time: October 31, 2013 (Thursday) at 3:30 p.m.

Place: Room 128

 

Dan Frasier was one of the founding members of CCM and graduated from USD in December of 2003.  Immediately after graduation he joined the South Dakota Investment Office where he managed the Convertible Arbitrage Hedge Fund for 6 years followed by launching the Small/Mid cap equity portfolio. During his time at the investment office Dan headed up the design of the currently in use Equity Valuation Model, Modified the Convertible Bond Valuation Model, built the theory and model used for Risk Management and Asset Allocation decisions for the total pension portfolio, headed up the initial creation of the High Yield Bond valuation model and designed the portfolio allocation guidelines for the Small/Mid cap equity portfolios. In June of 2012 Dan left the Investment Office to join Waddell and Reed as a Financial Planner for individuals. Dan is a CFA Charter holder.

 

Steve Ciofalo joined Waddell and Reed in 1982 as a Financial Planner.  He was subsequently promoted to Managing Principal where he oversees 28 Financial Advisors from Fargo to Sioux Falls with approximately $600 million dollars in assets.  In his time at the Sioux Falls office it has become the second largest financial planning firm in the Sioux Falls area with 15 Adivsors. Frequently the Sioux Falls office has been one of the top performing regions in the country. Steve has been a Certified Financial Planner since 1991. 

 

FMA Meeting (Planning of Trip to Chicago)

Time: October 1, 2013 (Tuesday) at 3:30 p.m.

Place: Room 128

 

Dean’s Lecture Series

Speaker: Bruce Nolop, former CFO of E*Trade and Pitney Bowes

Time: September 30, 2013 (Monday) at 4:00 p.m. to 5:30 p.m.

Place: Beacom Hall Auditorium

 

Dean’s Lecture Series

"Where are you from? To NYC from USD"

Speaker: Jeff Kayl, VP and Manager, Contract Wording Division, Everest Global Services (One of the largest Reinsurance Companies), New Jersey

Time: September 19, 2013 (Thursday) at 4:00 p.m.

Place: Beacom Hall Auditorium

 Fall 2012 Events

Thursday, September 13, 2012 at 4:30 pm in Beacom Hall 129: Office of the Comptroller of Currency Presentation by Jessica Alvey and colleagues.

Spring 2012 Events

Monday, February 13, 2012 at 3:30 pm in Beacom Hall 208: Jason Engman, a USD finance alum who currently works at Wells Fargo EFS (Education Finance Service), will present an overview of the Education Services Industry.  This will also be the kick-off of the 2012 USD-Wells Fargo Equity Research Competition.

Monday, February 27, 2012 at 4:00 pm in Beacom Hall 128: Mike Bankowski, of Ernst Capital Group, a real estate investment firm that helps developers and owners access private capital markets and manage real estate assets effectively, will be presenting.  Ernst Capital Group is located in Sioux Falls, and you can find out more about the firm at http://www.ernstcapgroup.com/index.htm.  Ernst Capital Group currently has a position listed in Coyote Careers and is actively reviewing resumes from interested applicants.  For more information about the position, please contact the Beacom Employment Services office.

Monday, March 19, 2012 at 4:00 pm in Beacom Hall 128: Todd Douglas CEO of Performance Bankers Inc.  Performance Bankers Inc. consists of four bank charters with four bankholding companies, credit card servicing company, a merchant processing company, and a real estate origination company.

Tuesday, April 17 at 3:30 pm in Beacom Hall 128: Andy McQuistan, from the FDIC in Sioux Falls, will discuss what the FDIC does as well as job opportunities available with the organization.

Wednesday, April 25 through Friday, April 27: American Training Institute for Chinese Entreprenuers at the MUC, room 216.  Finance students are invited to participate.  FMA and CCM students will have "first chance" at the ten spots available for lecture session.  Please contact Dr. Lavin at Angeline.Lavin@usd.edu if you would like more info or are interested in attending.

 Fall 2011 Events

Monday, September 19, 2011 at 4:00 pm in Beacom Hall 128: Amy Haver and Scott Larsen, Loan Officer from First National Bank of Omaha, Yankton Office.  Scott is a 2009 USD MBA graduate.

Monday, October 17, 2011 at 4:00 pm in Beacom Hall 128: John Barker, a USD Finance alum and former Coyote Football player, will be speaking.  John spent several years in New York City before relocating back to Sioux Falls this summer to join Elgethun Capital Management.  John is a CFA charterholder.

 Spring 2011 Events

Wednesday, February 2, 2011 at 4:00pm in Beacom Hall 128: Andy McQuistan from the FDIC in Sioux Falls.

Tuesday, February 22, 2011 at 4:30pm in Beacom Hall 128: Jason Engman from Wells Fargo EFS (Student Loan Division)

Monday, February 28, 2011 at 4:00pm in Beacom Hall 128: Jennifer Holland from New York Life

Monday, March 28, 2011 at 4:00pm in Beacom Hall 128: Kayla Fritz from Northwestern Mutual

Monday, April 4, 2011 at 4:00pm in Beacom Hall 128: Steve Kirby, founder of Bluestem Capital Management in Sioux Falls

Thursday, April 7, 2011 at 4:00pm in Beacom Hall 128: Todd Douglas, CEO of Performance Bankers Inc.
      *Performance Bankers Inc. consists of four bank charters with four bank holding companies, a credit card servicing company, a merchant processing company, and a real estate origination company

Monday, April 11, 2011 at 4:30pm in Beacom Hall 128: FMA Spring Reception where all FMA National Honor Society Student Members will be honored along with the 2011 FMA Outstanding Financial Executives and the 2011 FMA Professional Honorary members

Wednesday, April 20, 2011 at 4pm in Beacom Hall 128: Craig Moody, USD alum and founding partner of Verdis Consulting, a "green" consulting firm in Omaha, NE will be speaking. He will be talking about the realities of creating sustainable business practices.


Fall 2010 Events


Wednesday, September 12, 2010 at 4:00pm in Beacom Hall 128: Evan Ingebrigtson from Minnwest Bank in Sioux Falls.

Wednesday, October 6, 2010 at 4:00pm in Beacom Hall 128: Mike Teslow from Swenson Commodities in Sioux Falls.

Friday, October 22, 2010: USD students will once again have the opportunity to meet Warren Buffet.  We will take a charter bus and leave Vermillion around 5:30am that morning.  The group will tour Nebraska Furniture Mart and Borsheim's and enjoy a 90 minute Q&A session with Mr. Buffet.

Wednesday, November 10, 2010 at 4:00pm in Beacom Hall 133: Jessica Avey of OCC from Sioux Falls.

Wednesday, December 1, 2010 at 4:00pm in Beacom Hall 128: Craig Lloyd of Lloyd Commercial Real Estate from Sioux Falls.

2009-2010 school year events

Thursday, September 3, 2009 at 4:00pm in Farber Hall: Brian K. Hensel, MSPH, PhD, Health and Aging Policy Fellow, Office of Senator John D. Rockefeller IV, presents a Dean's Lecture entitled, "The Health Care Reform Debate and Process: Observations of a Health Policy Fellow."  Dr. Hensel will share his thoughts about points of difference in the current debate as well as his experiences in the legislative process.  His remarks will additionally include the roles in this debate of policymaking and politics, the press, and academic research.  Dr. Hensel works on legislation in long-term care, end-of-life care, and health information technology.  He collaborated in interdisciplinary research with scholars in health communication, health informatics, medicine, and social work.

Monday, September 14, 2009 4pm, FMA meeting New Business School 128.

Wednesday, September 23, 2009 3:30-6pm, FMA will participate in Connect with the Best sponsored by the Employment Services office in the Beacom School of Business.  The presentation at 3:30pm will take place in Knutson Theater in the Fine Arts Building.  The “Meet and Greet” will take place in the new Business School from 4-6pm.

Monday, September 28, 2009 7pm Farber Hall, 10 Secrets of Networking in College by Ian Ybarra

No matter your major, you can make the contacts you need & get the jobs you want. Come learn the keys to building relationships for success that will help you get what you want at USD and beyond.

Arm yourself with proven tactics and examples of exactly what to say for...
- crushing career fairs & conferences
- emailing potential mentors and employers
- separating yourself from average students in every situation

Learn from real-life success stories, including...
- how a kid from a small mining town networked his way to being the youngest CMO in the Fortune 500
- how college students students landed internships with marketing guru Seth Godin and Easton sporting goods, after both said they "don't take interns"
- how a student went from no job prospects to working with Tim Ferriss and Tucker Max a year later

Monday, Oct. 5, 2009 at 4pm in room 128, Steven Hartman from Primerica Financial will discuss what Primerica is, what they do for families, and the opportunity with their company.

Monday, November 2, 2009 at 4pm in room 128, Melissa Williams from Northwestern Mutual Life will speak about internship and employment opportunities at the company.

Friday, November 6, 2009:  USD students will once again have the opportunity to meet Warren Buffet.  Watch for details later this fall!  There will be only 27 spots available for students this year.  FMA, CIC and CCM officers will get first chance to sign up for the available spots followed by participating FMA, CIC and CCM members.  A non-refundable deposit (likely $25) will be required at the time you put your name on the list to go on the Buffet field trip.  We will take a charter bus and leave Vermillion around 5:30am that morning.  We will return to Vermillion that evening. For more information, please contact Dr. Lavin.

Monday, November 30, 2009 at 4pm in room 128, Todd Nelson from Merrill Lyncn in Sioux Falls will speak about his career in the financial services industry as well as internship opportunities with Merrill Lynch.

Monday, Feb. 1, 2010 at 4:00pm in toom 128,  Andy McQuisitian from the FDIC in Sioux Falls

Monday, Feb. 8, 2010 at 4pm in room 128,  Michael Wells, CEO of Wells Blue Bunny in Lemars, IA

Monday, February 22, 2010 at 4:00pm, room 128.  We will be planning for upcoming events.

Monday, March 1, 2010 at 4:00pm, Christi Berglin from the OCC will speak to USD students.

Monday, March 15, 2010 at 4pm in room 128,  Kate Sommer, Lowrey Financial Group

Monday, April 12, 2010 at 11am in room 302, Mr. Steve Kirby, founder of Bluestem Capital in Sioux Falls, who is the 2010 USD FMA Outstanding Financial Executive.

 2008-2009 school year events

Wednesday, Sept. 10: 3-4 pm in the Business School (Patterson Hall) Computer Lab, SSG Workshop – The CCM and CIC officers will present a hands on workshop illustrating how to complete a Stock Selection Guide (SSG). 

Thursday, Sept. 11: 10 am in room 120, Steve Johnson, USD Business Librarian, will be discussing company research and library databases with my Investments class.  Anyone is welcome to attend.  This is a great chance to learn about all of the research tools available at the library for company research and stock analysis.

Monday, Sept. 15th: 4 pm - first FMA Meeting in Room 129. 

Monday, Sept. 22:
3:30 pm in Farber Hall, Mr. Steve Myers, retired CIO of the South Dakota Investment Office, will present a Dean’s Lecture about his experience and current financial market conditions.  Cookies and punch will follow.

Thursday, Sept. 25: 12 pm in Sioux Falls at the Minnehaha Country Club Mr. Tom Gallagher, USD alum is the Senior Managing Director at ISI Group. Mr. Gallagher has been an Institutional Investor’s ranked Washington analyst for each of the past 15 years, and was ranked #1 in the last 5 years. Prior to joining ISI in 1999, Mr. Gallagher spent 13 years at Lehman Brothers and 8 years in the Federal Government. Tom graduated from the University of South Dakota in 1976, received his Masters from Harvard’s Kennedy School of Government in 1978, and is a CFA charterholder.

Tuesday, Sept. 30: 4:00-6:00pm at the W.H. Over Museum, Connect with the Best networking event for internships and jobs.  Employers in attendance include Ameritrade, First National Bank of Omaha, Waste Management, and Mutual of Omaha.  Please dress professionally!  This is a great networking opportunity!

Tuesday, Sept. 30:
at 7:30 pm in Farber Hall, Mr. Barry Melancon, President of the AICPA, will present the Art Volk Symposium on the topic of “Current Issues in the Accounting Profession.”  Barry C. Melancon is the President and Chief Executive Officer of the American Institute of Certified Public Accountants (AICPA), the national professional organization of CPAs with 330,000 members.  He directs the Institute’s operations in New York; Durham, NC; Washington, DC; and Lewisville, TX.  As head of the largest body of CPAs in the world, Melancon is called upon to represent the Institute with state, national and international organizations and is sought after by key opinion leaders for his expertise.

October 13-17 FMA online conference on Finance Certifications available at http://www.fma.org/Student/ .  You must be an FMA student chapter member to participate.  Dr. Lavin has member access codes.  We need at least FIVE USD chapter members to participate!!  Please log on!

Monday, Oct. 27 at 3pm in Farber Hall – FMA meeting to discuss the NY Trip in early March 2009.  Dr. Ram and Paul Hutchins are organizing the trip and need to get a firm count on the number of students who plan to go.  The trip will include financial institution visits and the FMA Leadership Conference.

Monday, Oct. 27 at 3:30pm in Farber Hall, Mr. Steve Kirby, founding partner of Bluestem Capital Company in Sioux Falls will discuss his experiences in the venture capital industry.

Monday, Nov. 3 at 4:00pm in room 127, Christi Berglin and Jessica Stroup from the Office of the Comptroller of the Currency (OCC) will discuss the current banking environment, banking regulation, changes in the industry and job opportunities with the OCC.    You don’t want to miss this!

Thursday, Nov. 13 at 3:30pm in room 200 – Jason Engman from Wells Fargo EFS who is a relatively recent USD graduate will speak about his work experiences as well as the current student loan environment.

Thursday, Nov. 13 at 6:00pm – A showing of the I.O.U.S.A. Movie (One Nation. Under Stress. In Debt.)  in Farber Hall.  For more information about the movie, visit http://www.iousathemovie.com  or www.pgpf.org.  The Peter G. Peterson Foundation is providing USD with this opportunity, and there will be no charge for the event.  The event is sponsored by the USD Beacom School of Business and is open to all USD students and faculty as well as community members and USD alumni by invitation.  Please contact Angeline.Lavin@usd.edu for more information.

November 10-14 FMA online conference on Marketing Yourself for the Job You Want available at http://www.fma.org/Student/ .  You must be an FMA student chapter member to participate.  Dr. Lavin has member access codes.  We need at least FIVE USD chapter members to participate!!

Monday, Dec. 1 at 4:00pm in room 127 individuals from Northwestern Mutual Life will discuss job opportunities with the company.

 Spring 2009

Monday, January 25, 2009 at 4:15pm (right after CCM) in room 129.  All FMA members and other interested students are encouraged to attend!  We will discuss the Buffett Trip in February and New York Trip in March.

Friday, February 6, 2009:  USD students will once again have the opportunity to meet Warren Buffet.  Watch for details later this fall!  There will be only 27 spots available for students this year.  FMA, CIC and CCM officers will get first chance to sign up for the available spots followed by participating FMA, CIC and CCM members.  A non-refundable deposit (likely $25) will be required at the time you put your name on the list to go on the Buffet field trip.  We will take a charter bus and leave Vermillion around 5:30am that morning.  We will return to Vermillion that evening. For more information, please contact Dr. Lavin.

Monday, February 9, 2009: FMA and Beta Alpha Psi welcome Mr. Andy McQuisten, from the FDIC in Sioux Falls to discuss bank regulation as well as internship and job opportunities with the FDIC.  He will also discuss the FDIC internship program which is available to students who are currently sophomores and juniors.  He will speak at 4:00 pm in room 120.

March 5-6, 2009: FMA Finance Leaders’ Conference and FMA Field trip to New York City!  More details to follow!  For more information, please contact Dr. Ram or visit http://www.fma.org/Student/ .

March 26-28 , 2009: RISE (Redefining Investment Strategy Education) Symposium in Dayton, OH.   For more information, please contact Dr. Yip or visit http://www.sba.udayton.edu/rise/.

April 27, 2009: Mr. Chuck Gallagher will speak at 7:00pm about “The Power of Choice” at the Knutson Theater in the Fine Arts Building on the USD campus.  This event is part of the Beacom School of Business Ethical Leadership and Corporate Governance Speaker Series.  Question: How does an honest, od-fearing, person go from CPA, to Federal Prisoner, to Corporate Executive in a public company in 10 short years? Answer: Under tremendous pressure to maintain an illusory lifestyle, Chuck Gallagher decided to embezzle his clients’ trust funds. Learn how and why his CPA firm didn’t detect his embezzlement, the damage done, and what the partners had to do to recover. Gallagher will show you the flaws that could allow just one person to take down an entire professional firm, while the other partners don’t even realize it’s happening, until the damage is done.

 2007-2008 school year events

Tuesday, September 25th: 3:30pm - FMA Meeting in Room 129
Introductions, talk about the San Francisco trip and plans for the year.

Tuesday, October 16th: 3:30pm - FMA Meeting in Room 200
Speakers Sam Theobald and Kristine Chung from Northwestern Mutual Financial Network.

Friday, October 26: 3:00pm - Gary Ellis, CFO of Medtronic and USD alum will participate in the Deans Lecture series in the Business School Auditorium. At Medtronic, Mr. Ellis is responsible for the following functions: treasury, tax controllership, internal audit, and investor relations.  Shortly after being named CFO, Mr. Ellis was made responsible for Global Business Solutions (which includes quality, supply chain, facilities, etc.) at Medtronic. Ellis received his Bachelor of Science in Accounting in 1978 from the University of South Dakota. Mr. Ellis is the current (2007-2008) Chairman of the American Heart Association Board, a member of the Toro Company Board, and is currently a member of the Minnesota Society of CPAs.

Tuesday, November 6th: 3:30pm - FMA Meeting in Room 200
Speakers Jessica Alvey and either Christine Hartman and/or Christi Berglin from the Office of the Comptroller of the Currency will present.

Wednesday, December 12th: 9:00-9:45 am - Patrick Leger in Room 200
Patrick J. Leger, from Steginsky Capital LLC (http://www.steginsky.com/), holds a BA in History from McGill University, an MBA in Finance from Vanderbilt University and is a CFA charterholder. Prior to joining Steginsky Capital LLC, he was with PricewaterhouseCoopers LLP in New York.
Patrick seeks attractively-priced companies with durable competitive advantages led by outstanding entrepreneurs. He advocates a flexible investment methodology rooted in his passion for financial analysis while remaining open to the people clues not readily captured in numbers.

Tuesday, January 5: 3:30 Room 225 - FMA Meeting
Discuss San Francisco and Warren Buffett trip.

Monday, March 3: 4:00 -  Beta Alpha Psi Accounting Group Speaker
Tammy Otten from the South Dakota Investment Council has decided to present to the Beta Alpha Psi accounting group.

Tuesday, April 1: 7:00pm - Stephen M.R. Covey in Slagle Hall
Mr Covey will present the first Beacom School of Business Ethical Leadership and Corporate Governance lecture.  He will speak on, "The Speed of Trust."

Thursday, April 3: 3:30pm - FMA Meeting in Room 120
Speakers Jessica Alvey and Christi Berglin (both USD alums) from the Office of the Comptroller of the Currency will present.

Monday, April 14: 4:00pm - Dean's Lecture Series in Farber Hall
Speaker Marlon Young, President of HSBC's American Operations, will discuss international business.

Wednesday, April 16: 3:00pm - FMA Meeting in Room 200
Speaker Ben Kyte from Citigroup in Sioux Falls will discuss Treasury Management. 

Thursday, April 17: 4:00pm - Dean's Lecture Series in the Business School Auditorium
Speaker Greg Schmielding, vice president of global sales for Manpower’s IBM account, will discuss international business.

Monday, April 21: 3:00pm - FMA spring reception in room 222
Students who are members of the FMA Honorary will receive their pins and certificates, and we will also give the FMA Professional Honorary award.  Officers for the 2008-09 school year will be elected.  Please dress business casual.  Treats will be served!  Mr. Warren Buffett will be honored as our 2008 Outstanding Financial Executive during the April 25 trip

Friday, April 25, 2008: Trip to Omaha to meet Warren Buffett, tour Nebraska Furniture Mart and visit with the CEO of Borsheim's. Charter buses will leave the Business School parking lot at 5:30am on April 25. 

2006-2007 school year events

Tuesday, March 20 at 3:30pm in Room 200: Ben Kyte who works in the Treasury Department at Citibank in Sioux Falls will discuss the roles and functions of the treasury department at Citibank in Sioux Falls as well as career opportunities at Citibank.

Thursday, Feb. 15, 3:30pm in room 200: Christine Hartman, Manager, of the Sioux Falls Office of the Office of the Comptroller of the Currency, and Jessica Stroup, a bank examiner, will speak on how banks are rated by the OCC.  They will also discuss career opportunities at the OCC. 

Thursday, Feb. 8, 4:30pm: Roberta Kirby, an IRS agent based in Sioux Falls, will provide an informative presentation about the IRS. 

Thursday, January 18th at 4:00pm in room 200: Tammy Otten and Arianna Rehfeldt from the South Dakota Investment Office will discuss a variety of accounting, investing and portfolio management topics as they relate to their experiences managing the state of South Dakota's $9 billion in retirement and trust fund assets. Student and Faculty are encouraged to attend, refreshments will be provided.

Tuesday, Oct. 24 at 7:30pm in Slagle Hall: Mr. Walter Pavlo will speak about Ethics in Business Organizations.  Mr Pavlo holds an engineering degree from West Virginia University and an MBA from the Stetson School of Business at Mercer University.  He was a Senior Manager at MCI's Telecommunications Division in the early 1990's, and he was responsible for billing and collections in its reseller division.  He was responsible for the billing and collection of nearly $1 billion in monthly revenue for MCI's carrier finance division.  In 1996, Mr. Pavlo, one member of his staff, and a business associate outside of MCI began to perpetrate fraud involving a few of MCI's own customers which resulted in $6 million being diverted to accounts in the Cayman Islands.  In January 2001, Mr. Pavlo pled guilt to wire fraud and money laundering and entered federal prison shortly thereafter.  His story highlights the corrupt dealings involving the manipulation of financial records within a large corporation.  He will discuss the culture at MCI that led to his decisions and how ethics can be instilled in corporate culture.

Nov. 13-17, 2006: National FMA Online Conference, "Ask an Expert: A Career in Banking and Finance."  Logon at http://www.fma.org/; click on the Undergrad/MBA Home Page link in the upper right corner.  If USD has 5 students participate, it will count as an activity toward our Superior Chapter Designation for 2006-07.

Thursday, Nov. 16 (time and location TBA): Financial literacy initiative of the AICPA/Ad Council.   Laura Coome from the State Society of CPAs will do a technical program on the new financial literacy initiative that the AICPA/Ad Council is rolling out in October.  It is targeted to college students and is intended to emphasize the importance of budgeting/saving. All interested students are welcome.

  2005-2006 school year events

Wednesday, April 12, 2006 at 4:00pm – Mr. J.B. Pritzker, Managing Partner of the Pritzker Group and Chief Executive Officer of AmSafe Partners, a leading provider of aviation passenger and cargo restraints will be speaking at 4:00pm as part of the Dean’s Lecture Series. Mr. Prtizker is also a Partner of and founded New World Ventures in 1996, which has become one of Chicago’s prominent early-stage technology fund managers.  Mr. Pritzker is ranked as the 181st wealthiest person in the United States and is one of the premier venture capitalists in the world. Mr. Pritzker graduated with an A.B. in political science from Duke University and earned his J.D. from Northwestern University School of Law.  The presentation is planned for the B-school Auditorium, but the location may change. Another excellent opportunity!!!

Wednesday, March 15 at 3:30pm in Room 129 – Charlsie Charlson and Jeff Post from Wells Fargo Financial Bank in Sioux Falls will be discussing Business Compliance and Ethics, their jobs at Wells Fargo Financial, and the importance of compliance and ethics in day to day business.  They will also touch on career opportunities within Wells Fargo company. Charlsie and Jeff are both USD B-school alums.

Friday, March 31, 2006 - FMA Field Trip to Omaha to meet the Warren Buffett!!!  Charter buses will depart the Business School parking lot at 6am for a full day of activities in Omaha including a tour of Nebraska Furniture Mart and Borsheim's Jewelry and a 90-minute question and answer session with Mr. Buffett followed by lunch at Gorot's Steak House.  The buses will return to Vermillion at approximately 8pm on March 31. The cost of the trip is $15 for FMA members and $25 for non-members.  FMA students will receive priority for registration until January 31.  CIC and CCM members will recieve priority registration from Feb. 1-15, and all business students may register beginning on Feb. 15.  Please see Dr. Yip in room 123F or Dr. Lavin in room 219.  You will need to pay the field trip fee at the time of registration.  Please make checks payable to FMA.

Thursday, November 17, 2005 – Peter G. Peterson will discuss the tri-deficits. Mr. Peterson has served as the Chairman of the NY Federal Reserve, Chairman and CEO of Lehman Brothers, Founder of the Blackstone Group, and Secretary of Commerce under President Nixon. He has written several books including Running on Empty. This presentation will take place at 7:00 in the Warren M. Lee Theater in the Fine Arts Building.

Wednesday, November 2, 2005 Bill Retterach, CFO of Daktronics will be speaking. This presentation will take place in Patterson 120 at 4:00

Thursday, October 27 - Dr. Mark Hirschey, the Anderson W. Chandler Professor of Business at The University of Kansas will be speaking on “How can I get a good job in a good business?”  This presentation will take place at 7:30pm in the Akeley Science Bldg. Room 125 

Thursday, October 20 - John F. Grundhofer, Chairman Emeritus with U.S. Bancorp will be presenting Financial Services Evolution for the Dean’s Lecture Series. Upon his retirement in 2003 as Chairman of the Board, U.S. Bancorp had assets of over $175 billion.  You may have remembered that it was Mr. Grundhofer that was kidnapped at gunpoint in Wisconsin, a bomb strapped to his wrist and held for $3 million in ransom.  He was able to free himself and call for help.  This presentation will take place in Farber Hall at 4:00pm.

Wednesday, October 12 –Christopher Clem of Wells Fargo Financial will discuss the financial services industry, retail banking, personal finance, and credit scores as well as job opportunities with Wells Fargo.  This presentation will take place in Room 120 at 3:30pm

Tuesday, September 27 - Mr. Thomas Unterseher, President & CEO of One World in Mobridge, SD will discuss the distribution center for Internet firms that he created in Mobridge.  The presentation, which is part of the Dean’s Lecture series, will take place in Farber Hall at 4pm.

Monday, September 26 – Jim Means, Vice President and Trust Officer at First Dakota National Bank in Yankton will discuss what a trust department is, what his job entails, and the investment management process they use at First Dakota.  This presentation will take place in the auditorium at 3pm.

Wednesday, August. 31 - Bruce Nolop, CFO of Pitney Bowes will speak about Pitney Bowes strategic positioning.  The presentation will take place at 4pm in Farber Hall.

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