The document provides an investor's report on the Simon School at the University of Rochester. It summarizes growth in the annual fund and donations from 2004-2012. The school has secured $55 million towards a $85 million campaign goal, creating professorships and supporting student recruitment and entrepreneurship programs. Upcoming strategic planning and career center improvements are outlined, as well as growth of the NYC program with a upcoming May conference. The report thanked investors and asked for any questions.

1. Simon School
Investor’s Report
August 24, 2012
Dean Mark Zupan
Christian Gordon, Simon School
Advancement Executive Director

2. Simon School Annual Fund Cash and
George Eastman Circle Growth
$1,600,000 400
$1,400,000 350
$1,200,000 300
$1,000,000 250
$800,000 200
$600,000 150
$400,000 100
$200,000 50
$0 0
FY07 FY08 FY09 FY10 FY11 FY12
AF Total Cash GEC Memberships
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3. 2004-2012 Total Gift Commitments to Simon
$16,000,000
$14,000,000
$12,000,000
$10,000,000
$8,000,000
$6,000,000
$4,000,000
$2,000,000
$0
2004 2005 2006 2007 2008 2009 2010 2011 2012
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4. Campaign Performance
• $55M+ secured against a campaign goal of $85M (65%)
• 9 Professorships created at the Simon School, supporting
faculty recruitment and retention
• Scholarship support has powered student recruitment,
Scholarship Weekends in FY12 yielded over 70% of our
top prospective students
• Entrepreneurship Growth-Simon School VC fund,
Incubator, faculty growth
• New York City Program Success
• Curricular Innovation
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5. The Year Ahead
• Strategic Planning in early stages
• Continued Career Management Center
Improvement
-Recruiting events in Stamford (October),
NYC (January) and Chicago (February)
• NYC growth-Conference IV and MS Finance NYC
-Conference date set for May 9, 2013 at the
Roosevelt Hotel, Lou Gerstner confirmed as
Executive of the Year Recipient.
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6. Thank You
• Your support makes a difference, and enables us
to compete while improving the experience of our
students.
• Questions?
Contact
Mark Zupan – mark.zupan@simon.rochester.edu
Christian Gordon – christian.gordon@simon.rochester.edu
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