Qdoba Fundraising Event
Financial Management Association is hosting a fundraising event at the Qdoba in Whitewater on Tuesday April 30th, from 5:00-9:00PM!
During the fundraiser, if you present the event flyer, either on paper or on your smartphone, your purchase will be included in our fundraiser! If we meet the $200 sales minimum, Qdoba will donate a portion of the proceeds to your organization.
If FMA brings in $200-$999 we get 10% of the proceeds!
If FMA brings in $1000-$1499 we get 15% of the proceeds!
If FMA brings in $1500+ we get 20% of the proceeds!
Castle Lake - President Pete Glerum
Pete Glerum is a partner at Castlelake and serves as president of the firm. In this role, Mr. Glerum is responsible for the strategic direction of several important operational functions at Castlelake, including its Finance & Operations, Legal & Compliance and Capital Formation teams. He is also a voting member of Castlelake’s Investment Review Committee.
Exact Sciences
Exact Sciences is leveraging key partnerships and innovative technology to detect cancer when it matters most.
Money Smart Week
Come join us for a FREE presentation from UWW VITA on how to file taxes, and why!
Please see the flyer, Income Tax Basics for College Students, for more information!
Northwestern Mutual
Get everything you need from insurance to investments to financial planning, all in one place. Northwestern Mutual - spend your life living.
Welcome Back Meeting/Board Elections
Come for a chance to get on the board of FMA, a huge resume-booster and talking point when networking with industry professionals!
FMA E-Board Elections
Want to become a part of the Financial Management Association team? Up for grabs are a wide variety of positions with opportunities to interact with faculty and students, plan events and activities, organize the investment game, and much more!
Financial Impact Advisors
Financial Impact Advisors provides a remarkable level of service, and their personalized approach to wealth management can help their clients discover and achieve your desired outcomes.
Speaker contact info:
Taylor Smithyman
taylor@financialimpactadvisors.com
iShares by Blackrock
iShares by BlackRock, the largest provider of exchange-traded-funds (ETFs) in the world, provides exposure to various asset classes. Discover how.
Speaker Contact Info:
Ryan Theune
ryan.theune@blackrock.com
Johnson Controls
Johnson Controls International plc is a multinational conglomerate headquartered in Cork, Ireland, that produces automotive parts such as batteries, and electronics and HVAC equipment for buildings. It employs 170,000 people in more than 1,300 locations across six continents.
Speaker Contact Info:
Andrew Chase
andrew.james.chase@jci.com
Barclays
With over 325 years of history and expertise in banking, Barclays operates in over 50 countries and employs approximately 140000 people worldwide.
RW Baird
Baird is an employee-owned wealth management, capital markets, asset management and private equity firm. Leveraging our deep expertise and broad skills, we're dedicated to providing the best advice and service to our individual, corporate, institutional and municipal clients.
Speaker Contact Info:
Andrew Whaley
AWhaley@rwbaird.com
Northwestern Mutual
Get everything you need from insurance to investments to financial planning, all in one place. Northwestern Mutual - spend your life living.
Speaker Contact Info:
Brian Derenne
brianderenne@northwesternmutual.com
Wipfli
For over 88 years, Wipfli has provided private and publicly held companies with industry-focused assurance, accounting, tax and consulting services.
Speaker Contact Info:
Marshall Lund
mlund@wipflihewins.com
RJ New - Applied Investments
Come listen to professor RJ new speak about the Applied Investments Program, a student-managed fund at UW-Whitewater with over $800,000 invested.
Speaker Contact Info:
RJ New
newr@uww.edu
Associated Bank
Associated Banc-Corp is a U.S. regional bank holding company providing retail banking, commercial banking, commercial real estate lending, private banking, specialized financial services, and insurance services. It is headquartered in Green Bay, Wisconsin and is the largest bank headquartered in Wisconsin.
Speaker Contact Info:
Kayla Hodorff
Kayla.Hodorff@associatedbank.com
Office of the Currency Comptroller - IMA Special Meeting
The OCC charters, regulates, and supervises all national banks and federal savings associations as well as federal branches and agencies of foreign banks. The OCC is an independent bureau of the U.S. Department of the Treasury.
Speaker Contact Info:
Shannon Anderson
Shannon.Anderson@occ.treas.gov
JPMorgan Chase
JPMorgan Chase & Co. is a leading global financial services firm and one of the largest banking institutions in the United States, with operations worldwide.
Speaker Contact Info:
David Beres
david.l.beres@chase.com
First Meeting
Welcome to the first meeting of Fall 2018 for the Financial Management Association! Come for free pizza, socializing, and getting to know what the club is all about!
We’d love to hear your suggestions for events, activities, and speakers.