The document discusses Nicholas Schummer's career development presentation. The presentation includes sections on goals, career, resume, letters of recommendation, and work examples. It shows Nicholas' accomplishments in college and goals for his career in financial services after graduation, including obtaining a job in the industry and eventually opening his own financial planning office.
Michael J. Worth presents to United Way NCA partners on fundraising and understanding donors.
Learn more about United Way NCA events for our partners:
http://www.unitedwaynca.org/events/members
Managing your credit cards can be important in your quest to be responsible with your money. Floyd Saunders' Personal Money Management Workshop provides an introduction to managing your money and is targeted to college students and the first time user of credit cards. The workshop includes a leader's guide and student workbook, contact Floyd Saunders for details.
An Inside Look at the Elusive Planned Giving DonorKatherine Swank
Your prospect pool of deferred major donors is easier to identify and understand than ever before. In this session we'll explore the findings of recently released research projects to shed a stronger light in the quest to detect and profile your best planned gift prospects. You'll learn which demographic and socio-demographic factors were discovered and appear to be prevalent in those that make planned gifts. We'll review the research's varying methodologies to sort out the descriptive indicators you may find easy to data-mine from those indicators that are predictive and require an analytic approach. Finally, we'll discuss which indicators your organization may need to collect directly from your constituents in contrast to those you can easily obtain and append from outside sources. Come aboard for this discovery of the golden era in research on the elusive planned gift donor!
Presentation conceived, researched, written and originally published by Katherine Swank, J.D,, May 2015; Parts of this presentation have been used with permission by Lawrence Henze, J.D. October 2015 and March 2016.
Michael J. Worth presents to United Way NCA partners on fundraising and understanding donors.
Learn more about United Way NCA events for our partners:
http://www.unitedwaynca.org/events/members
Managing your credit cards can be important in your quest to be responsible with your money. Floyd Saunders' Personal Money Management Workshop provides an introduction to managing your money and is targeted to college students and the first time user of credit cards. The workshop includes a leader's guide and student workbook, contact Floyd Saunders for details.
An Inside Look at the Elusive Planned Giving DonorKatherine Swank
Your prospect pool of deferred major donors is easier to identify and understand than ever before. In this session we'll explore the findings of recently released research projects to shed a stronger light in the quest to detect and profile your best planned gift prospects. You'll learn which demographic and socio-demographic factors were discovered and appear to be prevalent in those that make planned gifts. We'll review the research's varying methodologies to sort out the descriptive indicators you may find easy to data-mine from those indicators that are predictive and require an analytic approach. Finally, we'll discuss which indicators your organization may need to collect directly from your constituents in contrast to those you can easily obtain and append from outside sources. Come aboard for this discovery of the golden era in research on the elusive planned gift donor!
Presentation conceived, researched, written and originally published by Katherine Swank, J.D,, May 2015; Parts of this presentation have been used with permission by Lawrence Henze, J.D. October 2015 and March 2016.
Officially titled, "Financial Planning Strategies for Women & Families" - Barry Mendelson gave this presentation to the East Bay chapter of American Society of Women Accountants in February.
This presentation was given by Chris Galloway, General Manager for 3Cheers! with Maritz Motivation Solutions and Patrick Carpenter, VP at the Great Game of Business at the 2013 Gathering of the Games Conference. The session promotes adoption of OBM principles using recognition and carefully selected rewards. At this session, you will learn why non-cash rewards increase performance by a 3-to-1 margin over anything cash related, and will be presented with a roadmap of how to implement recognition and rewards at your company.cash rewards programs
HBS Field Y: Fundraising 101 - Feb 2019David Chang
For this semester's HBS Field Y class, we’ll cover the basics of raising money from angel investors and VCs, walk through a 5-step “how-to” series of tactics, talk about the unique perspective of student entrepreneurs, and finish with pitch tips.
Measuring and Managing Donor Commitment to Raise More MoneyJann Schultz
Presented by Jann Schultz and Josh Whichard. Lots has been said about the need to create, maintain and grow donor relationships. What has been missing is an empirical, proven framework to measure the strength of the donor relationship AND identification of the touch points and actions your organization can take that influence donor attitudes. Learn insights that are a requirement for organizations to plug their leaky bucket in order to re-establish a path of sustainable long-term revenue growth.
Equity Effectiveness SHRM Conference Puerto Rico 18 sept2014James Sillery
Presentation at the 2014 Puerto Rico Chapter SHRM Conference and Exposition on achieving equity effectiveness for multinational and domestic companies.
Gen Y ROI - Credit Union Strategies that WorkJoshua Jones
Credit union executives understand gaining young adult membership is key to the sustainability of credit unions. However, recent statistics from CUNA's 2009-2010 CU Environmental Scan show that credit unions continue to struggle in this area. Who is having success attracting and serving young adults? What's working, why, and how are these credit unions bucking the trend?
This presentaion:
- Ties the needs of a generation to products and services
- Provides examples of credit union strategies that work
This presentation was delivered during CUNA's 2009 Community Credit Union and Growth Conference.
Stop Eating Your Leaders! (ACEC 2019 Session)John Doehring
Developing your next generation of leaders has always been important – but never more so than today. The accelerating pace of business, hyper-competitiveness of markets, and growing uncertainty of the Fast Future ahead emphatically demand that the firm of tomorrow be captained by talented, innovative, and doing-oriented leaders. In this engaging and energetic presentation, we’ll look at common mistakes, and how to move quickly beyond these to a proven, seven step process for defining, implementing, and executing a best-in-class leadership development program in your company. Get going, do what works, and ignite the next generation in your organization. It’s time to win.
Officially titled, "Financial Planning Strategies for Women & Families" - Barry Mendelson gave this presentation to the East Bay chapter of American Society of Women Accountants in February.
This presentation was given by Chris Galloway, General Manager for 3Cheers! with Maritz Motivation Solutions and Patrick Carpenter, VP at the Great Game of Business at the 2013 Gathering of the Games Conference. The session promotes adoption of OBM principles using recognition and carefully selected rewards. At this session, you will learn why non-cash rewards increase performance by a 3-to-1 margin over anything cash related, and will be presented with a roadmap of how to implement recognition and rewards at your company.cash rewards programs
HBS Field Y: Fundraising 101 - Feb 2019David Chang
For this semester's HBS Field Y class, we’ll cover the basics of raising money from angel investors and VCs, walk through a 5-step “how-to” series of tactics, talk about the unique perspective of student entrepreneurs, and finish with pitch tips.
Measuring and Managing Donor Commitment to Raise More MoneyJann Schultz
Presented by Jann Schultz and Josh Whichard. Lots has been said about the need to create, maintain and grow donor relationships. What has been missing is an empirical, proven framework to measure the strength of the donor relationship AND identification of the touch points and actions your organization can take that influence donor attitudes. Learn insights that are a requirement for organizations to plug their leaky bucket in order to re-establish a path of sustainable long-term revenue growth.
Equity Effectiveness SHRM Conference Puerto Rico 18 sept2014James Sillery
Presentation at the 2014 Puerto Rico Chapter SHRM Conference and Exposition on achieving equity effectiveness for multinational and domestic companies.
Gen Y ROI - Credit Union Strategies that WorkJoshua Jones
Credit union executives understand gaining young adult membership is key to the sustainability of credit unions. However, recent statistics from CUNA's 2009-2010 CU Environmental Scan show that credit unions continue to struggle in this area. Who is having success attracting and serving young adults? What's working, why, and how are these credit unions bucking the trend?
This presentaion:
- Ties the needs of a generation to products and services
- Provides examples of credit union strategies that work
This presentation was delivered during CUNA's 2009 Community Credit Union and Growth Conference.
Stop Eating Your Leaders! (ACEC 2019 Session)John Doehring
Developing your next generation of leaders has always been important – but never more so than today. The accelerating pace of business, hyper-competitiveness of markets, and growing uncertainty of the Fast Future ahead emphatically demand that the firm of tomorrow be captained by talented, innovative, and doing-oriented leaders. In this engaging and energetic presentation, we’ll look at common mistakes, and how to move quickly beyond these to a proven, seven step process for defining, implementing, and executing a best-in-class leadership development program in your company. Get going, do what works, and ignite the next generation in your organization. It’s time to win.
2. Introduction…………………………………….. 3
Goals……………………………………………… 4
Career…………………………………………….. 5
Resume…………………………………………… 6
Letters of Recommendation………………… .7
Work Examples
◦ Spread Sheets…………………………………………….8-9
◦ Writing……………………………………………………..10-11
◦ Power Points……………………………………………...12-14
3. This presentation shows my accomplishments
and past work for my college career.
This presentation also shows my goals of
where I want my career to go after college.
4. Obtain a job in financial services industry
Grow my client base and have my name
recognized in the community
Partner with a local charity to give back to my
community
Eventually open up my own financial planning
office
5.
6. Nicholas Schummer
(248) 802-7776 | Schummern@northwood.edu
4902 Butterfield Dr. | Midland, MI 48642
LICENSE
Life, Accident & Health License February 2012-Present
Series 6 &63 Securities License March 2013- Present
Variables Producer License March 2013-Present
EDUCATION
Northwood University – Midland MI
Bachelor of Business Administration – Finance May 2014
Cumulative GPA: 3.93/4.0 President’s List: All 5 terms
Scholarships: Northwood University Freedom Scholarship awarded on academic merit,
Business Professional of America Scholarship, Private Donor Scholarship
PROFESSIONAL EXPERIENCE
Northwestern Mutual Financial Network – Grand Blanc, MI 2012-Present
Financial Representative Intern
Demonstrate professionalism with strong communication, interpersonal and sales skills to
develop and maintain client base for life, disability, long-term care insurance and annuities
Currently manage over 20 clients and have written over $10M of face value insurance
Independently operate all aspects of my commission-based business while adhering to strict
corporate, state and federal regulations for insurance and investment sales
ADDITIONAL EXPERIENCE
Alden B. Dow Center for Creativity & Enterprise – Midland, MI 2011-Present
Administrative Assistant
Manage and execute all aspects of ABDCCE-sponsored events; Business Pitch Competition,
Global Entrepreneurship Week and guest speaker events
Conduct extensive research for a variety of projects and activities to enhance learning
opportunities for constituents and expose Northwood University on a global scale
Reconcile monthly expense report for Director
Utilize effective time management skills while balancing two jobs, full-time college courses,
leadership and volunteer activities while maintaining a strong GPA
LEADERSHIP
Northwood University Finance Association 2011-Present
Kappa Sigma Fraternity 2010-Present
Founding Father of the Northwood University Kappa Sigma – Sigma Zeta Chapter
Business Professionals of America 2009-Present
1st Place, State Competition – Small Business Management - 2012
1st Place, State Competition – Small Business Management - 2013
VOLUNTEER
Youth basketball camp, Dow Corning Tennis Classic, Big Brothers Big Sisters, Circle K,
American Red Cross, Global Entrepreneurship Week, Camp Centaur, Northwood University Auto Show
7. To Whom It May Concern: February 12, 2013
Please accept this letter as my personal letter of recommendation for Nick Schummer.
As the Director of the Alden B. Dow Center for Creativity & Enterprise, Nick currently works under
my direction to advance campus initiatives in entrepreneurship, family enterprise, creativity &
innovation and new business development. Nick works as part of a student team of six individuals
who cover the administration of everything from planning and actualizing events to handling all
communication and public relations for the ABDCCE.
As a part of the team, Nick is in charge of event planning, entrepreneurial finance
professional guest panels, and research related to family enterprise and entrepreneurship. He
recently has assisted me in developing a model for a student mock investment portfolio competition
and has been an integral part of the development of the Build the Business competition.
As I have worked with him, I am convinced that Nick is an outstanding performer. The most
revealing qualities that I can point out are the following:
Nick has great organizational skills. He is able to take complex direction, often where the
process has yet to be developed completely and run with it. He is flexible, open to change
and embraces challenges.
Nick is a person who asks good questions, is a great communicator and follows up
consistently. He is friendly, engaging and has a great sense of humor, yet is professional
and inclined to assume serious commitment and leadership with appointed objectives.
Sincerely,
Georgia A. Abbott, MBA
Director, The Alden B. Dow Center for Creativity & Enterprise
Northwood University
9. Loan Amount $100,000.00
Annual Interest Rate 3.00%
Loan Period in Years 30
Number of Payments Per Year 12
First Payment Date 1/1/2013
Month Date Beginning Loan Balance Monthly Payment Interest Principal Ending balance
1 1/1/2013 $100,000.00 $421.60 $250.00 $171.60 $99,828.40
2 2/1/2013 $99,828.40 $421.60 $249.57 $172.03 $99,656.36
3 3/1/2013 $99,656.36 $421.60 $249.14 $172.46 $99,483.90
4 4/1/2013 $99,483.90 $421.60 $248.71 $172.89 $99,311.01
5 5/1/2013 $99,311.01 $421.60 $248.28 $173.33 $99,137.68
6 6/1/2013 $99,137.68 $421.60 $247.84 $173.76 $98,963.92
7 7/1/2013 $98,963.92 $421.60 $247.41 $174.19 $98,789.72
8 8/1/2013 $98,789.72 $421.60 $246.97 $174.63 $98,615.10
10. How can someone sleep at night when they know they have violated an ethical matter
and taken advantage of an individual or family? Ethics has plagued many industries, but
none more in the news lately than the finance profession. A root of the issues causing
these terrible acts is companies who pay their employees commissions based on the
business they complete. Few people these days follow the idea that a client’s needs
should come before the agents at all time. Instead, the past as showed that agents
needs or wants often come before that of a client, and sometimes, recommendations
made to clients are not suitable to them, but put more money in the agent’s pocket.
Earning commissions can be a very awarding thing, but very manipulative at the same
time. When someone’s income is based on commissions, it can lead them to take
advantage of clients that will earn them more money. Companies that pay their
employees off of commissions should move away from this system and try to
incorporate compensation on a salary basis.
11. Enlightenment music vs. Romantic music
Ever since music has been around, it has had the power to inspire people,
transform people, and give people an escape from the real world. Music has changed
dramatically from its origin to what it is today. Music ranges from rap to country all the
way to scream-o and back to opera. Everyone can make a connection to some genre of
music as there are so many different types for each different person. Let’s go back to
when music began involving and growing in wide popularity. Let’s look at music from the
Enlightenment period and compare it to that of Romantic times.
First, let’s take a look at the Enlightenment period. “The Enlightenment period
marked the divide between the medieval view of the world as dominated by religion and
the principles of religious faith, and the modern view of the world as governed by
science and the principles of human reason” (Fiero, 2009). This time in history is said to
take place between 1650-1800 A.D. The Enlightenment period is also sometimes called
the Age of Reason and this period took inspiration from the Scientific Revolution. Also,
the people and culture of the Enlightenment period sought to get back to the values of
the Greco-Roman culture.