1. he Foundation for FSP hosted its fifth annual national
Industry Issues Competition at the FSP Arizona Institute
in Tempe, Arizona, on January 25, 2016. Teams of students from
University Partner Program colleges and universities offered oral
presentations on the topic, Career Opportunities: Evaluating Careers
and Attributes for Success in the Financial Services Profession.
The team from Utah Valley University—Cody Ulland, Brittany
Frampton, and Anna Vlasova—directed by Professor Lukas R.
Dean, PhD, took first prize. “Our students did a great job focusing
on the key issues of how to benefit personally and professionally
from mentorship and from getting involved in a professional
association,” said Dean.
There was a second place tie between the University of
Missouri – St. Louis, with Christopher Shepard, Tamas Javor, and
Omar Nassar, directed by Professor Gary L. Flotron, MBA, CLU,
ChFC, AEP, and California State University, Northridge, with Evan
Davis, Caroline Teixeira Bonelli, and Ashhad Khan, directed by
Professor Inga Chira, PhD, CFP.
The Utah Valley University team won $5,000 in scholarship
funds. The University of Missouri – St. Louis and California State
University, Northridge, each took home $2,500 in scholarship funds
for their schools.
Judging Panels
Oral presentations at the Arizona Institute were judged by:
Richard M. Weber, MBA, CLU, AEP (Chair, Judging Panel), John K.
Mulvey, Jr., CLU, ChFC, AEP; Tracy W. Oishi, CLU, ChFC, LUTCF;
Michael G. O’Neill, CPA/PFS, CLU, ChFC; Thomas L. Petsche, CLU,
ChFC, RHU; Ruth R. Petty, CLU, ChFC, MSM, MSFS, CASL; and
Patricia A. Solberg, CFP, CLU, LUTCF, MSW.
Written presentations were judged by: James B. Lammers, CFP,
CLU, ChFC (Chair, Judging Panel), James M. Christian, CLU, ChFC; April
Caudill, JD, CLU, ChFC, AEP; R. Clifford Berg, CLU, ChFC, AEP, MSFS;
Kevin D. Lindblom, CLU, ChFC, LUTCF; and Robert B. Wellendorf, II, CLU.
Special thanks to current Foundation for FSP Chair and Master
of Ceremonies, James B. Lammers, CFP, CLU, ChFC; and Foundation
for FSP President and Associate Master of Ceremonies, James M.
Christian CLU, ChFC. The Competition Marshall was Richard Bell,
CLU, ChFC, CFP, MSFS, RHU, REBC.
The Foundation for Financial Service Professionals is committed to
both educational and community outreach projects, including: the
Paul S. Mills Scholarship; The Kenneth Black Journal Author Award;
Financial Education Partners; and the American Business Ethics
Award. Contact Anne Rigney at arigney@financialpro.org.
Chair of the Foundation for FSP, James B. Lammers, CFP, CLU,
ChFC; President of the Foundation for FSP, James M. Christian,
CLU, ChFC; first place Utah Valley University Team Members:
Cody Ulland, Brittany Frampton, Anna Vlasova, and Professor
Lukas R. Dean, PhD; Foundation for FSP Director and Society of
FSP President Michael Dow, CPA, CLU, ChFC, AEP.
Chair of the Foundation for FSP, James B. Lammers, CFP, CLU,
ChFC; University of Missouri – St. Louis, Team Members: Chris-
topher Shepard, Tamas Javor, and Omar Nassar, Professor Gary
L. Flotron, MBA, CLU, ChFC, AEP; President of the Foundation
for FSP, James M. Christian, CLU, ChFC; Society of FSP President
Michael Dow, CPA, CLU, ChFC, AEP.
Chair of the Foundation for FSP, James B. Lammers, CFP, CLU,
ChFC; President of the Foundation for FSP, James M. Christian,
CLU, ChFC; California State University, Northridge Team Mem-
bers, Evan Davis, Caroline Teixeira Bonelli, Professor Inga Chira,
PhD, CFP; and Ashhad Khan; Society of FSP President Michael
Dow, CPA, CLU, ChFC, AEP.
Bowling Green State University’s Amber Feckley and Matthew
Robillard received an Honorable Mention for their written efforts.
UTAH VALLEY UNIVERSITY WINS
2016 Industry Issues Competition
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