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Quick Takes December 2015 Volume 36
Financial Literacy
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Mayor in Class
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Holiday Reception
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The theme of this issue could be "engagement." Even with the fall semester coming to an end -- stu-dents writing papers, studying for exams, making presentations and faculty grading all of those! -- the School of Business Administration has found time to engage. There were multiple and highly successful Engage-ments with the high school community (Financial Literacy training) and with the business and profes-sional communities (UPS driver training, outside speakers, networking events, multiple advisory board meetings). And somehow, students and faculty found time to have a little bit of fun, but sadly not success-fully Escaping-the-Room in Philly, and to volunteer with Career Wardrobe. It is this high level of engagement and interaction with caring faculty that produces some of the finest students and alumni to be found. As just one example, Widener accounting graduate was Linda Kauffman, honored by Beta Alpha Psi at its annual event. Seated next to her was her youngest son who is carrying on the tradition set by his mom and brother, also majoring in Accounting. The SBA search for a new Director of the Small Business Development Center was successfully completed with the hiring of Lenin Agudo. Lenin was most re-cently employed by the city of Reading as its business and economic development officer. The search for a permanent dean is well underway and interviews are tentatively scheduled for late January / early February. With all that is going on and what is planned, we are all happy to take a well-deserved holiday break. Best wishes for happy and restful holidays, Catherine Morgan
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……………………………………………………………………………………………………………………………………………………………........................................................... Table of Content
Undergraduate Business School News
Upcoming Events
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Quick Takes December 2015 Volume 36
School of Business Administration News
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2015 Financial Literacy Workshop
UPS Safety Training
Money Club
Pi Sigma Epsilon Networking
National Sales Challenge Competition
Sport Management Speaker Series
Escaping the Room in Philadelphia
BAP’s Volunteer at Career Wardrobe in East Falls
Economic Speaker Series
Finance Advisory Board Meeting
Beta Alpha Psi Award Meeting
SBDC Director Retires
Dean’s Holiday Reception
2016 SBA Awards Banquet
Upcoming Events
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Quick Takes December 2015 Volume 36
Dean Morgan welcomed the students
2015 Financial Literacy Workshop
Profs. Hargadon and Lordi Christopher DeYoung
On Friday, November 6, 2015 Dean Morgan welcomed
over 90 area high school students to our annual Financial
Literacy workshop. Responsible financial planning is a
key element to a happy and successful future. This work-
shop for high school students is designed to help students
avoid the pitfalls that have made people 25 years and
younger the fastest growing group of bankruptcy filers.
Students learn the following skills:
Manage your money.
Make your money work for you.
Remain debt free.
This year in addition to the faculty presentation by Profes-
sors Lordi and Hargadon, Christopher DeYoung ’98
spoke to the students about setting goals, working on net-
working and always trying to gain more knowledge. Chris
spoke about playing football in college and also learning
more about investing and how to be successful. He joked
that he was not the most studious student but has since
learned to be focused and positive. Professors Lordi and
Hargadon highlighted key financial literacy tools as well
as the importance of knowing the difference between a
“want and a need.” Enjoying the beautiful fall day, the
high schoolers were able to tour the campus and then en-
joyed playing Financial Football in break out rooms. The
cafe, the food, the ice cream are always big hit!
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Quick Takes December 2015 Volume 36
Students from Upper Darby High School Kathleen Clair Christopher DeYoung Dean Hoopes
SBA Ambassador - Ryan Raiker The Financial Matching Game
Students from Ridley High School Students from Interboro High School
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Quick Takes December 2015 Volume 36
UPS Safety Training
Tony Heath - Community Relations Manger
What is so great about safe driving? It helps save lives! On Novem-ber 10, Tony Heath presented the safe driving program to fifty un-dergraduate students. Tony is a certified trainer and has spent 27 years with UPS. He knows about accidents as well as safe driving. He gave an engaging, interactive, well received talk about the bene-fits of following certain rules.
How do UPSers get to be so safe? A whole lot of training. In 2014, they invested well over four million hours into more than 200 safety-training courses for employees. Many of these industry-leading courses are taught by certified management trainers.
For example, UPS tractor-trailer drivers receive 80 hours of com-puter-based and on-road training before operating equipment. UPS pilots receive robust training upon hire, as well as recurrent training every year. And their package car drivers receive hours of class-room and on-road training to ensure they master UPS’s safe driving methods in theory and in practice.
With the aid of a $1.8 million grant from the Department of Labor, and in collaboration with MIT, Virginia Tech and the Institute for the Future, UPS built a high-tech, next-generation training facility called UPS Integrad™. In 2014, they opened two more Integrad™ facilities in Phoenix, Arizona and Portland, Oregon. The facilities record trainees participating in 3-D simulations and webcasts so they’re able to see their own driving skills in action. The simulator takes trainees through a replica outdoor city with real streets, signs, sidewalks and commercial and residential delivery and pickup sites. Results show a sharp increase in driver proficiency, including a reduction in first-year injuries and auto accidents.
Tony Heath
Students engaged in class Taking a turn driving while under
the “influence”
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Quick Takes December 2015 Volume 36
Economic Speaker Series
Two economists from the Bureau of Labor Statistics
(BLS) gave a one hour presentation to business stu-
dents on Monday, November 2, 2015. Kara Markley
and Erin Delaney gave a presentation entitled
"There's a Stat for That!" in front over 100 students in
an entertaining and interactive hour. The event was
sponsored by the Economics department of the
School of Business, and it focused on how students
could use BLS statistics to find information that
would relate to their jobs and lives.
Prof. Fuhr Prof. Zangeneh Kara Markley
Erin Delaney Prof. Leppel (From Left to Right)
Finance Advisory Board Meeting
On October 30, 2015, the faculty in finance welcomed their 2015 Board. The purpose of the board is to
provide feedback to the professors in regard to curriculum and relate opportunities for jobs and intern-
ships.
We value our close relationship with our industry partners and know they are a guiding force for our
school. The big news this year is the plan for a state-of-the-art Trading Room in the Quick Center. Plans
are being made now to convert room 109 to a fully operational training room for fall 2016. This will ena-
ble our students to fully develop skills needed in the corporate world. We are excited to move forward
with this project and the board was very supportive!
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Mark Lydon Fran Golden Christina Moore Prof. Miller Christy Neal
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Quick Takes December 2015 Volume 36
Mayor John Linder Joins Class
On December 3, 2015, Professor Sandy Miller
had a distinguished guest in her class. Mayor
John Linder of Chester was in the audience as
her BLAW class presented their final group
presentations. Mayor John Linder received his
Bachelor of Arts in Behavioral Science degree
from Widener University and a Masters of
Education degree from Kutztown University.
Linder was elected as Mayor of the City of
Chester in 2011 and is only the second demo-
crat to hold office since 1905.
Mayor Linder was impressed with the Group
topics:
SBA Money Club On November 3, 2015, the Money Club had their first meeting in room
108. The speaker was Brian D. Binkley, Senior Consultant for Aon
Hewitt Investing Consulting, Inc.
Brian served as the client portfolio manager for several investment strate-
gies over the last ten years at GE Asset Management including Interna-
tional Equity, Emerging Markets Equity, Global Equity, U.S. Small Cap
and Asset Allocation. He previously was the product manager for GE As-
set Management's non-U.S. equity strategies and also worked at Citigroup
Asset Management. Prior to Aon Hewitt, Brian was a client portfolio
manager at GE Asset Management. As a member of the investment team
he represented the firm’s international and emerging market equity strate-
gies as well as the firm’s global asset allocation and U.S. small cap
fund. He earned his CFA charter in 2006 and holds an MBA from the
University of Connecticut. He earned the Chartered Financial Analyst
(CFA) designation and has held several positions on the Board of the
CFA Society in Stamford. He has 20 years of investment experience.
Brian was able to discuss job opportunities in the financial service world
and how to get placed with key firms.
“Philadelphia as an Energy Hub
Americans with Disabilities Act: Impact and Re-
sponses at Widener University
Oil Train Safety in Chester
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Prof. Miller’s Class and Mayor John Linder
Brian D. Binkley
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Quick Takes December 2015 Volume 36
Sport Management Speaker Series
— Kevin A. Crane
Dr. Larson Kevin A. Crane
Pi Sigma Epsilon Networking Event
On November 2, Professor Larson hosted Mr. Kevin A. Crane , Retired U.S. Special Agent and Former Assistant Special Agent, to speak to his students at the Sport Management Lunch and Learn Speaker Series. Mr. Crane is the author of the recent #1 best-selling book, “Access Granted.” His book provides easy to understand guidance on how to quickly and effi-ciently obtain a federal security clearance to obtain “Top Secret” Clear-ance. Kevin has been featured in various news articles including “U.S. News &World Report.” His main focus is to help college students prepare for future career opportunities through proactive planning.
PSE Students and Prof. Shoemaker
On November 5, 2015 Dr. Mary Shoemaker hosted over 100 students at Lathem Hall for her Pi Sigma Epsilon Networking Event. This annual event yields job opportu-nities for our students. Twenty five companies attended and participated in the “speed dating” format. Michelle Hanly served as the Master of Ceremonies and did an excellent job of rotating the students to various tables with the executives. Dr. Shoemaker is the faculty liaison with the Pi Sigma Epsilon Marketing fraternity and has helped ready her students for the working world by al-ways having industry experts in her classes and sharing her networking secrets! Dean Morgan commented, “These students are ready to network and find jobs.”
Dr. Shoemaker has helped so many Widener students prepare for the job search and then find contacts that
hire them! It’s always nice to see alums come back to network and explain why they are so tired!
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National Sales Challenge Competition
Billy Morgan, Bailey Heishman, Samantha Slagle and Jon Blake, Widener’s 2015 Sales Team, participated in the RBI National Sales Challenge at Wm. Paterson University in North Jersey. Bil-ly and Bailey represented Widener in the sales role play where they competed against 40 universities from across the country. All four entered the speed sell and are currently interviewing with employers they met at the RBI career fair. Dr. Mary Shoemaker traveled with and coached the sales team. Sam Slagle described the event as “life-changing” because of the opportunities to learn and network.
Billy Morgan Bailey Heishman
Samantha Slagle Jon Blake
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Quick Takes December 2015 Volume 36
Escaping the Room in Philadelphia
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Dr. Donna McCloskey invited her honor stu-dents to attend “Escape the Room” in Philly. The group was enthusiastic, confident, and sure of their ability to solve the mystery. They had fun and lots of laughs but still needed more time to complete the puzzle. Maybe next year?
Escape the Room is a fun, interactive game tak-ing place in Philly. While it looks like any oth-er ordinary room, it’s actually a mystery puz-zle. Find the hidden objects, figure out the clues and solve the puzzles to earn your free-dom and “Escape the Room.” You have 60 minutes, so be quick! Come with your friends, family and coworkers and have a great time.
Use your wits and with each other find the clues, solve the puzzles and get the key to your freedom. Easy right? Remember– everything is part of the game.
Students were trying to escape from the room.
BAP Volunteers at Career Wardrobe in East Falls
Beta Alpha Psi volunteered at Career Wardrobe in Phil-adelphia. Career Wardrobe is a not-for-profit organiza-tion that provides clothing to people that are returning to the workforce.
Prof. Marley and BAP Volunteers Beta Alpha Psi in Action
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Quick Takes December 2015 Volume 36
Ryan Raiker
Ryan Raiker Mark Cuban
Tom Toner Patrick F. Scanlon
Patrick F. Scanlon graduated from Widener University with his MBA in 2010 and has been
on an upward trajectory ever since. He spent over five years as the Director of Corporate Fi-
nance with Preferred Proppants, LLC and prior to that served as the Director of Treasury.
Patrick enjoys working at the largest refinery on the East coast. His challenging position has
enabled him to bring the refinery back to life after it was sold by Sunoco. They employ 1300
hundred people now versus 1100 when Sunoco owned it. While the price of crude oil has
gone down, Pat still finds it exciting to trade oil in the commodities market. Patrick and his
wife enjoy living in Center City and have been coming to the Dean’s Holiday Reception for
several years. They enjoy connecting with friends and talking with the faculty.
Philadelphia Energy Solutions is the longest continuously operating refinery on the East
Coast, processing approximately. 330,000 barrels of crude oil per day. The Philadelphia En-
ergy Solutions Refining Complex operates two domestic refineries – Girard Point and Point
Breeze – in South Philadelphia.
Ryan Raiker is a student on the move. He is active in everything here on campus and is always willing to lend a hand to help out or get to know people. He serves as an Ambassador at the SBA, is involved in Student Government and has many other volunteer jobs. He also works part time at City Hall, but he finds the time to network and meet people. Ryan went to the University of PA to hear Mark Cuban speak about his book, which is part of their Authors at Wharton Series. Ryan heard the presentation but also made contact with Mark and got to hang out with him and visit. He spoke about how humble Mark is and how concerned he is about raising his children in a way that does not inhibit their work ethic. Mark and Ryan share the same work ethic.
Patrick F. Scanlon, MBA
Director of Treasury at Philadelphia Energy Solutions, LLC
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Quick Takes December 2015 Volume 36
Beta Alpha Psi Award Meeting On Thursday, December 3, 2015, the Beta Alpha Psi Chapter honored Linda Kaufmann as the Distin-guished Alumni Award winner for 2015. Linda L. Kaufmann has been an audit partner at Tait Weller since 2004. She is involved in the Investment Management Industry Group that concentrates in provid-ing auditing and tax services to mutual funds, management companies and broker dealers participating in the mutual fund industry. Prior to joining Tait Weller, Linda was Vice President and the second woman Director of Accounting for PFPC (now part of BNY Mellon). She also served as the Assistant Treasurer for her clients. She was responsible for maintaining the client relationship, development of her staff and coordinating the interaction between the transfer agent, custodian and accounting agent. Linda graduated from Widener University with a Bachelor of Science degree in accounting in 1984 and is a Certified Public Accountant licensed in the state of Pennsylvania. Linda is currently a member of the Widener University Department of Accounting & Information Management, Professional and Academic Advisory Board. Her son, Robert, is a graduate of Widener in accounting and her son, Daniel, is currently a junior accounting major at Widener.
The Raymond J. Locke Professional Achievement Award is given every year to our alumni that pass the CPA. This year we were honored to have so many members of the Locke family present. In addition it was a special honor to give the award to a member of the Locke family! Samantha Locke received the award in addition to the other alumni listed below. We congratulate everyone!
Raymond J. Locke Professional Achievement Award
Awarded to: Lindsay Krakower ‘13, CPA
Stacey Snyder, ‘12, CPA
Sal Spera, ‘12, CPA
Samantha Locke, CPA
Megan Marley, ‘98, ‘99 CMA
Professor Marley Linda Kaufman Dean Morgan
Linda Kaufman Prof. Hargadon
Sharon Dugan Raymond Locke Samantha Locke
Norma Locke Maria Giovanni Abigail Locke
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Quick Takes December 2015 Volume 36
The dean and the faculty of the SBA wish Glenn McAllister a happy and restful retirement. Glenn spent the last 9 years as the director of the Small Business Development Center.
He earned the respect and admiration of everyone he worked with.
Prior to joining the Widener SBDC he was a Business Consultant with the University of Delaware SBDC.
Glenn has been a successful small business owner of a convenience store, a Subway franchise, a contract United States Post Office, and an ice cream stand. He also has over 20 years of banking experience pri-marily with Citibank where he served as president of its banking subsidiaries in Maine and upstate New York. Before joining Citibank, he was a Certified Public Accountant with Arthur Young & Co.
Glenn is a graduate of the University of Delaware with a degree in Accounting and has an MBA from Widener University. He served in Viet Nam with the United States Marine Corps.
SBDC Director Retires
Professor Porter Glenn McAllister Professor Tucker Glenn McAllister
Professor Mansur Professor Tacchino Jim Turner Professor Shoemaker
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Quick Takes December 2015 Volume 36
Dean’s Holiday Reception
Prof. Lordi Prof. Hargadon
Rob Hayes Michelle Hayes
Fred Baxter Dean Morgan
,ÅÎÉÎ !ÇÕÄÏ ÁÎÄ DÒȢ 4ÉÎÁ 0ÈÉÌÌÉÐÓ
Prof. Shoemaker
And Pi Sigma Epsilon Students
Dean Morgan welcomed our alumnus and indus-try partners to the Annual Dean’s Reception. It’s the best time to welcome back our young alumnus and also have fun talking about their long work days.
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Quick Takes December 2015 Volume 36
Prof. Zangeneh Dean Vike Prof. Marshall Michael Brady Rose Patton
Lou Anne Bulik Dean Hoopes Craig Loundas Rose Potts
Steve Wynne Dr. Mansur Emily Harris Joseph Ryan Linda Durant
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Quick Takes December 2015 Volume 36
2016 SBA Awards Banquet Save the Date!
Guest Speaker: Julius Green
Julius Green will be awarded the Distinguished Performance in
Management Award from Widener University.
Thursday March 24, 2016 Social Hour: 5:30pm Dinner: 7:00pm
The Springhaven Club 600 S Providence Rd, Wallingford, PA 19086
Julius Green is a tax partner and Regional Tax Leader for the Philadelphia tax services group at Baker,
Tilly Virchow Krause LLP. With nearly thirty years of experience working with tax-exempt organiza-
tions, Julius provides consultation on tax compliance and consulting matters that impact the not-for-
profit, healthcare, senior living, higher education, membership organization, social clubs, and private
foundation clients. His expertise includes merger transactions, due diligence, private inurement, deferred
compensation, unrelated business income, obtaining and protecting exempt status, business income tax,
sales and use tax, and employment tax issues.
Julius has been with the firm since 2002. Prior to joining the firm, Julius spent eleven years with two in-
ternational firms and twelve years with two universities.
Julius Green
Julius Green will be making history. The leader of Baker Tilly Virchow Krause’s exempt organization
tax service practice will become the first African-American president in the 118-year history of the Penn-
sylvania Institute of Certified Public Accountants (PICPA).
So it should come as no surprise that in addition to focusing his year-long tenure on reaching out to unen-
gaged members and providing more flexibility with educational programming, Green will address re-
cruitment and retention issues of minorities, long a problem in the CPA profession.
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Quick Takes December 2015 Volume 36
Quick Takes is the
Widener University
School of Business Ad-
ministration Newsletter.
The School of Business
Administration sends
Quick Takes to Widen-
er University School of
Business alumni, stu-
dents, faculty, staff, and
other friends of our com-
munity.
If you know someone
who would like to begin
receiving Quick Takes
or would like to change
your contact information
with us, please e-mail:
Editor, Jessica Hoopes
Layout and Design,
Mingze Liu
Dec 11 Last Day of Class
Jan 18 Martin Luther King Jr.
Day
School Closed
Jan 19 Official Start of Spring
Semester
Jan 30 Widener Day Quick Center
Feb 25 - 26 Academic Workshop
for Young Women
Lathem
March 7 - 11 Spring Break
Mar 24 SBA Award Banquet The Springhaven
Club
Mar 25 Good Friday School Closed
