IUP Business School presents Spring 2018 Finance Seminar Speaker Series

Posted on 2/16/2018 11:14:37 AM

What does it mean to work in finance? Finance is a broad field that describes an entire array of distinct and uniquely rewarding occupations that requires further research to determine what the field of finance might actually entail. For that reason, in the spring 2018 semester, presenters currently working in various positions within the field of finance are coming to Indiana University of Pennsylvania to describe what it is like to work in their positions for their respective employers. The Finance Seminar Speaker Series provides a great opportunity for students to learn from the best in the field what it actually means to work within the world of finance.

The speakers will present to students in Professor Lawson’s Finance 422 Seminar in Finance class. The great lineup of seminar speakers is comprised of nine presenters, many of whom are IUP alumni.

The first speakers, Jessica Nicholson, BS ’16, MBA ’17, and Scott Jackson will present on February 19. Jessica Nicholson and Scott Jackson are assistant national bank examiners for the Office of the Comptroller of the Currency. The OCC is an independent bureau within the US Department of the Treasury that regulates and supervises all national and foreign banks in the United States. Before working for the OCC, Nicholson received the Academic Excellence Award for Finance as an undergraduate here at IUP.

On February 26, alumni Breanne Loveland ’15, finance specialist senior for PNC Merchant Services, and Joseph Caruso, BS ’88, MBA ’95, vice president of Shared Services, will be in Room 109 describing what it is like to work for PNC Bank. Loveland received the Outstanding Leadership Award before graduating in 2015. This presentation will give students the chance to hear from two current employees about the day-to-day and big-picture activities that PNC workers experience.

On March 26, George Braunegg ’79, executive vice president and founding principal for the Center for Applied Strategy Management Consultants, Inc. will discuss CAST, which provides consulting services that optimize performance and drive sustainable change. This allows for an excellent look into the financial profession of consulting. Braunegg is another former IUP undergraduate student, graduating in 1979.

Christopher O’Brien ’15 is an IUP alumnus that now works as an analyst – leveraged finance for Citizens Commercial Banking. O’Brien will present on April 2, giving some insight on what it is like advising and working with private equity firms, specifically from within the investment banking division of Citizens.

On April 16, James Leda ’95, managing director for KRyS Global, will join Lawson and his Seminar in Finance class. KRyS Global is an international fraud investigation and dispute resolution firm that provides financial advisory, distressed investment consulting, and other restructuring services. Leda is also a distinguished alumnus of IUP.

Malcolm Polley will speak to the class on April 23. Polley is a CFA and president and CIO for Stewart Capital Advisors, LLC. Stewart Capital Advisors is an SEC-registered advisory firm that specializes in the management of value-styled portfolios. Polley’s presentation will offer another unique view of and anecdotes from experiences within finance.

The last scheduled presenter is Steven Barto, who will be at Eberly on April 30. Barto is the chief financial officer for Seegrid and president of Spark Venture Advisors LLC. Once again, students will have the chance to learn from a professional what it means to work as an advisor in the finance industry.

This list of presenters represents an excellent barometer for what to expect in a career in finance. We are very pleased and extremely thankful for these individuals taking time out of their schedules to give students the opportunity to listen and learn from firsthand experiences in finance.

Speaker dates are subject to change.

Lucas McCarthy

Eberly College of Business and Information Technology