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2 0 I 3 - 2 0 I 4Dean’s Report

Fostering the entrepreneurial spirit

In this issue:Student success storiesBlackstone LaunchPadNews from our alumni

Dean’s Report

School of Business Administration

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Curiosity never sleepsCuriosity never sleepsthe gallagher Business Building at night, photo by Josh sanders

17

8 4022

students Go Global

saying Yes to successread about three

fascinating success stories

Breaking GroundConstruction scheduled to

begin summer 2014 on gilkey Center for executive education

Big Data uM continues to lead in Big Data

three exciting study abroad experiences

In this issue

5 ..... advisory Board listings

7 ..... From the Dean

11 ..... Connecting students

19 ..... student leadership

21 ..... Connecting to industry expertise

25 ..... of note: students

29 ..... of note: Faculty & staff

33 ..... of note: alumni

35 ..... partners for excellence

41 ..... Where are they now?

The printing of this Dean’s Report is made possible in part by grants from DA Davidson & Co. and the John and Kathleen Connors Business Opportunity Fund.

Dean larry gianchetta

Associate Deanterri herron

Dean’s Report teamandi armstrongKathleen tarkalsontammy Yedinak

Graphic Designershauna Murphy

photographertodd goodrich

special thanks to the university relations editing team.

On the cover: Anthony Krolczyk, alumnus

and Assistant Professor Justin Angle


2013-2014 Business Advisory CouncilJack alton, KountDavid C. Benson, Willis of Colorado, inc.Mike Boken, independent pharmaceutical Marketing Consultanttravis Cossitt, DireCtVKari Dilloo, redFintim France, Worden’s Market, inc.Jena gardner, Jg Black Book of travelJohn hanousek, piracleJeff Kendrick, Cpa, Doyles-sheehanJim Kolokotrones, Department of the treasuryMarjorie lacy, (retired) northern arizona universitygregory Morck, Family DollarDavid M. Mcnabb, reckitt Benckiseramy parker, Deloitteruss piazza, Front street Capital ManagementJohn rogers, governor’s office of economic DevelopmentDavid M. seery, Whiting petroleum CorporationMary shanahan, Draper's & Damon'sDean stumvoll, Deloittetom swenson, Bank of Montanaron Yates, Jr., Cpa, eide Bailly llpMike Zinne, Kyriba

2013-2014 Accounting & Finance Advisory BoardJerry Buck, Deloitte tax llpBrad Cederberg, D.a. Davidsonann Deegan, Montana society of CpasJennifer ehman, Moss adams llpMitch Johnson, Montana Bankers associationJoe Kola, First interstate BankMiranda Ming, galusha, higgins & galusha pCanne robinson, treasure state BankCliff sheets, Montana Board of investmentstamara Williams, internal revenue service

Advisory BoArd2013-2014 Management & Marketing Advisory BoardJJ adams, u.s. senatesusan ash, partners Creativeamy Campbell, liberty Mutual agency CorporationMindy Carver, payneWest insuranceCameron Deatsch, atlassian softwareMaureen Fleming, Business Consultantlou Fontana, VubiquityJohn giuliani, Montana timber productslynne himes, la Designray Kordupleski, Customer Value Management, inc.patrick Marzullo, Wieden & KennedyBill McDonald, pandora Media inc.Brian oestrike, hypoxico, inc.Morrie shechtman, Fifth Wave leadershipJennifer smith, acesco, llCsteven sundheim, Modwest, inc.

2013-2014 Management Information systems Advisory BoardJames Dolph, salesforce.comeric Frazee, Washington CorporationsBen goodman, Fast enterprises, llCJeff harriott, Consumer Direct Management solutionssarah paardekooper, education logistics, inc.alex philp, gCstom stergios, advanced technology groupJanna tangedahl, glacier Bancorp

2013-2014 Bureau of Business and economic Research Advisory BoardJohn goodnow, Benefis health systemJames grunke, Missoula economic partnershipDiana holshue, Federal reserve Bank of Minneapolissue larew, First interstate Bankheather McDowell, ppl Montana, llCtom richmond, Montana Board of oil and gasChuck roady, F. h. stoltze land and lumber Company

20I3-20I4 ADv ISORy BOARD

D e A n ’ s R e p o R t 2 0 1 3 - 2 0 1 4 | 8

From the Dean From the

Dean

Yessaying

to

success

There’s an old trope in Hollywood where a young go-getter knows she has the smarts, the drive and the charm to make it on the big stage; she just needs a break...

Story by Alex Strickland

Christina Henderson, MBA ‘14

The academic year of 2013-2014 was another banner year for the School of Business Administration at the University of Montana. This issue of the Dean’s Report contains many

articles acknowledging faculty and students who have been recognized locally, regionally and internationally. The culture of this business school inspires faculty-student interaction, which dramatically improves the learning environment.

You will also read about the establishment of two programs within the School of Business Administration. The programs are 1) Big Data/Data Analytics and 2) Sustainability. Both of these programs are highly interdisciplinary in nature, involving students and faculty from across the campus. I am proud to say that faculty members within the School of Business have taken the lead with establishing both of these programs. I am personally convinced that the interdisciplinary

approach is the key to our future as our world becomes more complex.

As you read through this Dean’s Report, you can understand why I continue to come to work each morning excited about the day’s agenda. The culture that has been established for some time within this business school has enabled the learning process to become exciting to observe. I want to thank each and every one of you for

your interest and support in making it possible for my colleagues and our students to THRIVE.

Larry Gianchetta

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Gangloff, an Army veteran, had an idea for a wireless gas sensor that would provide a low-cost way to monitor how natural gas from fracking operations impacts human health. After taking a class from Associate Professor Cameron Lawrence that pushed students to create disruptive technologies, Gangloff approached Lawrence about doing an independent study to flesh out his idea.

“Matt was an outstanding student, and through a meeting with James Grunke at the Missoula Economic Partnership, I immediately knew there was potential to get him some help to make this happen,” Lawrence said.

Grunke quickly connected Gangloff with Alex Philp of GCS, a geoanalytics company focused on optimizing location information, and David Bell of ALPS, a provider of legal malpractice insurance. Those two Missoula businessmen provided funding to help Gangloff create early prototypes and continue pressing the idea toward production.

Gangloff’s timing also dovetailed perfectly with the Blackstone LaunchPad, a new entrepreneurial resource on campus funded by a $2 million grant with the intent to help launch as many as 150 new ventures in Montana over the next five years.

“Blackstone LaunchPad has helped increase our progress dramatically,” Gangloff said. “It’s funny, actually the day I met with Cameron, Alex and David to fund my research was the same day they announced their plans to invest in Montana State University and UM entrepreneurs. Nine months later, I’m reaping the benefits of what once seemed too good to be true.”

Lawrence points to innovation like New Leaf Environmental Monitoring as the model of development for students looking to grow a business out of a great idea.

“We need to encourage more students like Matt and Andrew who are creating things and couple them with experts and a little bit of money,” Lawrence said. “Business schools can be incubators for this sort of project, students who can dream and build things not in isolated labs, but grown from connections within the community.”

student, professor partnership Builds a Brand on the RunAnthony Krolczyk will always hold a distinctive honor at Missoula-based nutrition company Omnibar: He was employee number No. 1.

Hired two days after graduation, Krolczyk is the sales and marketing director at the fast-growing and innovative natural foods company (look for them in an upcoming Outside Magazine Buyer’s Guide), and the School of Business Administration professor who helped open the door for him is coming along for the ride.

Assistant Professor Justin Angle had a chance meeting with Omnibar President Cooper Burchenal and Krolczyk’s name came up immediately when it came out that the company was looking for a student intern.

“Anthony’s name was at the tip of my tongue. His positive attitude and fantastic experience as a Red Bull student brand manager made him a great fit,” Angle said.

Krolczyk credits Angle not only with the connection, but with the irreplaceable guidance of mentorship both in the classroom and even after graduation.

“By the time I graduated Justin and I were good friends, but it’s been the professional development post-graduation that makes this friendship unique,” Krolczyk said. “You’re not going to have all the answers right out of school and you’re going to make mistakes. Having a mentor to bounce ideas off of and assure you that you’re pointed in the right direction is critical.”

It just so happened that Angle, who in addition to teaching is also an elite ultrarunner and brand ambassador for major outdoor companies like Patagonia, was looking for a supporter with a more natural approach to energy foods. He recently signed on as an ambassador for Omnibar.

Now Omnibar’s newest athlete is the same person who had a hand in shaping the career of their first employee.

“From the first time I had a class with him, what he had to say and how his personal character shaped his approach on marketing really resonated with me,” Krolcyzk said. “Plus, he’s a father of two kids, husband, professional athlete, full-time working professional, and lives in Missoula, Montana! I'm sitting in class thinking… I want to be this guy!”

FAll BusIness plAn CoMpetItIon WInneRsFIRst plACe: $1,500, Matthew gangloff, Brattleboro, Vt; and andrew Burrington, Missoula, Mt: new leaf environmental Monitoring (see story)

seConD plACe: $500, Donna Weathers, Missoula, Mt: everyday hero, a smartphone application that provides users with a “help line” when they need assistance.

First and second places received an automatic entry in the spring competition.

...“Just get me in a room,” she’ll say, “And I’ll take it from there.” It’s a feeling well known to students, armed with newly earned knowledge and skills they’re certain can benefit an employer – or the open market through an idea of their own – if only they could get the introduction required to get in the door.

What many students in the School of Business Administration have come to find, however, is that they don’t need any help getting “in a room”; they’ve been there since the day they walked on campus. With faculty and staff who are closely connected to business owners, investors and innovators from Front Street to Wall Street, ideas can take flight in the front row of a lecture hall and land in a boardroom pitch meeting almost overnight.

The three stories here highlight some of the opportunities SoBA students have jumped at thanks to a fortuitous meeting, a well-timed great idea or a mentor’s suggestion. But what they all have in common is adherence to advice MBA student Christina Henderson has used to guide her academic experience: “The students who take advantage of the incredible extra opportunities available here are the ones who take their careers to a whole new level. Say ‘yes,’ it makes all the difference.”

lunch to launch: Christina Henderson leads new tech AllianceChristina Henderson may be new to her position as the executive director of the Montana High Tech Business Alliance – she was a week into her new office when she spoke for this story – but turning her MBA studies into career opportunities is already old hat for the 35-year-old.

Henderson plans to graduate from the School of Business Administration in fall 2014, but she’s wasted no time leveraging valuable contacts made here, including a volunteer opportunity with former Senator Max Baucus’ Montana Economic Development

Summit that led to some face time with Facebook COO Sheryl Sandberg, and an invitation from the Montana Academy of Distinguished Entrepreneurs (MADE) to a fortuitous lunch with Montana businessman Greg Gainforte.

Henderson had lunch with the Bozeman-based entrepreneur after he was honored by MADE in 2012 and the pair stayed connected as Gianforte mentored budding entrepreneurs from UM. When he became a founding board member for the new Montana High Tech Business Alliance, Henderson was right where she needed to be.

“The School of Business Administration is just constantly connecting students to a lot of Montana’s most successful entrepreneurs,” Henderson said. “There are so many opportunities to meet people, and that’s really highly valued by faculty and staff, many of whom are entrepreneurs themselves.”

At the fledgling nonprofit organization, Henderson will have a chance to help stoke those entrepreneurial fires as she works to get Montana tech companies on board and help generate more high-paying jobs around the state.

“Right now Montana and the UM campus feel like they’re at a tipping point, even though the groundwork has been laid for decades,” she said. “It’s a great time to be an entrepreneur and to work with entrepreneurs.”

The time is right, and it’s not by chance that Henderson finds herself in the right place, too.

“I owe it all to the school,” she said.

Community support Helps students turn over a ‘new leaf’With the right connections in place and the power of a good idea, a new business can move fast. Just ask Matt Gangloff and Andrew Burrington, who have seen an influx of funding and interest since the duo won the School of Business Administration’s Fall 2013 Business Plan Competition and founded New Leaf Environmental Monitoring.

Justin Angle running at Omnibar ranch,photo courtesy of Strobot Studios, Bozeman, MT“We need to encourage more students like

Matt and Andrew who are creating things and couple them with experts and a little bit of money,” – Associate Professor Cameron Lawrence,

Poe Family Distinguished Faculty Fellow

Matt Gangloff and Andrew Burrington update Cameron Lawrence on their project.


Blackstone LaunchPad helps UM students jumpstart their own businesses by fostering connections among campus departments, the business community and local entrepreneurs. According to Paul Gladen, Director and entrepreneur, it creates an environment that nurtures young entrepreneurs and provides them the skills and network necessary to succeed.

Andrea Duke, MBA student, recently was hired as the Marketing and Events Coordinator for Blackstone LaunchPad. Duke is also the communications director for Entrepreneurship Club, as well as the Graduate Business Student Association. Duke and Gladen met through the Entrepreneurship Club and their interactions sparked her interest in the position because it encourages students to start their own companies.

According to UM news, “With a physical presence at UM and MSU, Blackstone LaunchPad has the potential to generate 150 new ventures in Montana over the next five years. The program is modeled after a successful program developed at the University of Miami in 2008, which has generated 1,413 business proposals, created 210 new jobs and drawn nearly 2,600 participants. Each new regional program will be linked together, drawing ideas and best practices from the existing programs, while giving student entrepreneurs at UM and MSU access to a national community of more than 200,000 of their peers across affiliated campuses, as well as expert advisers.”

Entrepreneurship Opportunities Expand Through Blackstone launchpad

connecting students

Paul Gladen and Andrea Duke in UM’s Blackstone LaunchPad Office

MBA students present to nike UM Alumna Stefanie Strack, Director of the Global Running Strategic Planning at Nike, invited SoBA MBA students to conduct a market research study on trail running for the Nike Global Running Strategic Group. Eight students conducted primary research on market size, growth, trends and trail runners’ needs and wants.

The MBA students then traveled to Portland in May 2013, under the guidance of MBA Director Simona Stan and Associate Professor of Management Michael Braun. The group spent a full day at Nike and had the opportunity to meet with UM Alumni Adam Steffen, Stefanie Strack, Dan Nelson and Joe Monahan. The students presented their findings to 14 Nike Global Running managers.

While in Portland, the group also visited UM Alumni Tim O’Leary, President and CEO of R2C Group, and Karli Vold, Senior Project Manager at FireApps. The MBAs were eager to have the opportunity to meet with so many successful UM alumni and felt this was “extremely informative and worthwhile.”

c o n n e c t i n g s t u d e n t s

MBA students relax with their professors and Nike managers after the presentation

D e A n ’ s R e p o R t 2 0 1 3 - 2 0 1 4 | 14

connecting studentsVItA program Returns $830,000 in Refunds to MissouliansAccounting students at the SoBA completed another very successful tax season. The long-standing Volunteer Income Tax Assistance (VITA) Program, in partnership with the Internal Revenue Service, is designed to assist low-to-moderate income taxpayers in completing their federal and state income tax returns. This year the program expanded to offer specialized tax assistance to international students. International students studying at the University of Montana have unique income tax reporting requirements. Students participating in the VITA program completed training and certification so that services could be expanded to meet the special needs of these students.

SoBA student volunteers participate in two ways. Students worked in Missoula on Saturdays during tax season, preparing tax returns for local community members. Four adventurous students travelled north to prepare returns for residents in the remote Alaskan villages of Galena, Ruby, Tanana, Angoon, Hoonan and Kake.

Volunteers processed 668 federal and 697 state returns, resulting in more than $830,000 in refunds for Missoulians. Student volunteers worked under the direction of Kent Swift, Associate Professor of Accounting and Clem Lockman, a practicing CPA and SoBA graduate.

e-Club Interactive lecture seriesThe Entrepreneurship Club (E-Club) is a campus-wide organization that supports innovation and leadership. Its lecture series brings in some of the most talented people in Montana and provides students with a better understanding of special topics such as personal branding or legal issues facing business startups. Spring 2014 the E-Club introduced a new type of lecture series in which multi-part lectures leading up to an event will give members an opportunity to apply their new knowledge to a work environment.

The president of E-Club, Austin Walker, also serves as the president of the Graduate Business Student Association. His participation in both clubs helps them work efficiently, providing numerous complementary advantages for their members.

E-Club members and guest lecturers

Top: Accounting student helps Missoula resident prepare her tax return.

Bottom: Accounting, Alaska Style

MIs students land Consulting positions with Major Firms

Greg Heidner never imagined that he would land a summer consulting internship with KPMG or that he would be able to work for a Fortune 500 client before he even received his degree. After his internship, Heidner accepted both a full-time offer with the firm and a role back in Missoula as its on-campus representative. Heidner said of his time at SoBA, “I wouldn’t trade my time at UM for any other institution in the country. The career development, coursework, and, most importantly, the people prepared me for the next step in my career.” He urges future students to “make connections and nurture them. SoBA works hard to give students the opportunity to work on career development early and often. Take advantage of it!”

While at UM, Taylor Hersom met many SoBA alumni who impacted his professional life. During his senior year, two alumni visitors provided the direction he was looking for. Tanner Beree, a 2011 MIS graduate was representing KPMG’s New York City office and Julia Lake, a 2012 MIS and International Business graduate was from the KPMG San Diego office. They both talked about internships and the transition from student life to working in the “real world.” With these topics fresh in his mind, Hersom began applying for various consulting positions. He chose the companies he wanted to work for and contacted recruiters throughout the entire semester. By May, he had seven employment offers at a wide array of companies and ultimately chose FAST Enterprises in Denver.

Alumna Maggie Gleason, from FAST Enterprises, spoke in one of Josh Sanders’ classes about her life after college, inspiring him to take the path to where he is today. Sanders interviewed with five different firms, culminating in thirteen separate interviews, numerous lunches, coffees and dinners and two interviews for which the companies flew Sanders to their locations. He chose to pursue a career working with FAST Enterprises. “I get up every day and go to an amazing job, working with great people and applying the knowledge I acquired during college to make a difference in the world,” he said. While on a four-day trip to Arizona for the FAST Enterprises Annual General Meeting that brought the entire company together, Sanders was pleased to reconnect with Maggie Gleason, Consultant Lead, and inform her that she had been an inspiration to him and helped propel him toward his career at FAST.

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c o n n e c t i n g s t u d e n t s


connecting studentsc o n n e c t i n g s t u d e n t s

Jena Gardner ‘92,Inspires students Jena Gardner ’92, president and CEO of Global Group by JG, spent two days meeting with SoBA students and faculty in October, advising, recruiting and inspiring. Gardner, named one of the Top 25 Most Extraordinary Minds in Sales and Marketing by HSMAI, has made her mark in the travel and lifestyle industries as both a leader and an innovator.

Gardner met one-on-one with students interested in internships at Global Group by JG, participated in one of the business school’s regular mini career fairs and presented to several marketing classes and the student Marketing Club.

Gardner, a Montana native, majored in accounting at UM and worked for PricewaterhouseCoopers after graduation. Through a networking contact (made while working summers on the Triple Creek Ranch in Darby, Montana), she received an offer of a marketing job, eventually leading to the creation of her own company.

“Really commit to networking,” Gardner told students. “Everything you encounter could be a potential opportunity… if you focus so much on each step, you have blinders on and opportunities pass you by.”

She also encouraged students to work hard at marketing themselves. “The hardest thing in the world is to sell yourself,” she said. “If you can sell yourself, you can sell anything.”

Global Group by JG is a strategic holding company with a portfolio of brands in sales and marketing, public relations and retail. Global Group’s JG Black Book of Travel has been recognized as one of America’s fastest-growing privately held companies by Inc. magazine for the past four years. They also have The Traveler’s Collection, an online boutique with artisan, antique and one-of-a-kind goods from around the world. Gardner also serves on the Business Advisory Council for SoBA.

“Everything you encounter could be a potential opportunity.”

– Jena Gardner

Record Recruiting levels

Business students honed interview skills, met with employers and accepted job and internship offers during a busy autumn 2013 semester that saw record levels of recruiting. SoBA’s Career Development program hosted 55 events, ranging from career skills workshops to networking events and one-on-one meetings with employers.

“This fall the SoBA Career Development program hosted record levels of recruiting activity,” said Janel Queen, director of SoBA Career Development. “Our comprehensive, hosted recruiting visits were up by 137% this fall over last year. Companies conducting on-campus interviews were up by 113%, as well.”

A total of 60 companies and more than 130 employer representatives visited the Gallagher Business Building during the course of the semester. Companies such as Microsoft, PricewaterhouseCoopers, KPMG, Moss Adams and Fast Enterprises conducted full recruiting visits.

“Thanks to the foresight and generosity of the SoBA Business Advisory Council in their efforts to create the Career Development program eight years ago, we are able to help students succeed in ways no one could foresee,” Queen said.

In addition to the many alumni and corporate partners who financially support the donor-funded program, 43 SoBA alumni made the trip to the UM campus this fall to take part in career development events. “We sincerely appreciate the efforts of our alumni to recruit their fellow SoBA students and help launch their careers,” Queen said.

She also gives credit to a number of collaborators who work with students. “Our program partners—including our outstanding faculty, UM Internship Services, the Society of Human Resource Managers, Missoula Job Service, UM Career Services and individual employers—help us prepare students to excel in the job and internship search process, for which we are grateful,” she said.

For spring semester, the Career Development program had a 150% increase in employers scheduled for recruiting visits.

For more information and career resources, visit www.business.umt.edu/career.

President and CEO of Global Group by JG returns to UM to meet with students

Students interviewing with potential employers


RoMAnIAFor two weeks in July 2014, 12 graduate business students (MBA and MAcct) will study in Sibiu, a medieval town in the middle of Transylvania. With the help of the University Lucian Blaga in Sibiu, they will complete mini internships with local subsidiaries of multinational companies to learn about the realities of engaging in international business in one of the most rapidly developing economies in the European Union. Additional perks for the students include visiting medieval castles, sampling the local cuisine renowned for its cheese and wine and learning about one of the most ancient cultures derived from the Roman empire and beyond.

GeRMAnY/ItAlYIn addition to the exciting new Romania program for graduate students, the School of Business Administration offers undergraduate and graduate students an opportunity to study in Germany and/or Italy. These unique, short-term, intensive-study courses in Western Europe allow Montana students the opportunity to learn about international business in a distinctive setting while experiencing the magic of immersion in a foreign culture. Students enrolled in the study abroad programs spend mornings in the classroom learning about topics related to international business and afternoons visiting local businesses and cultural destinations, all while learning alongside local students.

Sustainability is more than just a buzz word. Its importance to current business practices is now endorsed by a formal SoBA curriculum.

The Sustainable Business Strategy Certificate prepares students to incorporate sustainability considerations into the strategic decisions of business, including enhancing customer value throughout the value chain. Not only do sustainability concerns affect risk management and costs of doing business, sustainability considerations also offer opportunities for innovation, enhanced product differentiation, value for customers and employee recruitment and retention. Knowledge associated with sustainability requires both solid fundamentals of business strategy, as well as a broader-based “systems perspective” highlighting the inter-relationships among the various facets of a company’s eco-system of partners and stakeholders.

students explore new Zealand and Australian BusinessesSixteen University of Montana students joined with 17 University of Wisconsin-LaCrosse students to visit businesses and learn about the New Zealand business climate and economy. During the course of the trip, students also spent a service learning day salvaging wood from a fence located on a home site that was destroyed by the 2011 earthquake in Christchurch. Students also learned about management issues related to running a concession in the busiest national park in New Zealand.

The group attended presentations from Rachael Vaughn and Lisa Bond. Vaughn is the program director for the sustainability initiatives of the Kaikoura District Business Council. She discussed the town’s initiative to reduce waste to the landfill by 75 percent. She also shared the issues associated with keeping Kaikoura certified as an Earth Check community. Bond, a manager at Whale Watch, covered the rules and regulations related to operating the Maori-owned, eco-tourism whale watching operation, incorporating the Maori view of the relationship among culture, the environment and business.

The students visited Wellington, New Zealand’s capital, where they explored the history and culture with a visit to Te Papa, a great national museum. They concluded the experience with a visit to Sydney, Australia, where they attended lectures on the differences between New Zealand and Australian businesses.

MBA student Kyle Marshall will be the first student to earn the new sustainability certificate. Marshall’s commitment to learning about sustainability in business went well beyond the required coursework. With funding assistance from the MBA program and UM’s Institute on Ecosystems, he was able to attend The GreenBiz Forum, the leading conference on sustainability in business. According to Marshall, this was a “once in a lifetime opportunity” for his career. The current sustainability classes attract majors from across campus who are interested in expanding their professional opportunities.

soBA offers sustainable

Business strategy

Certificate

connecting studentsc o n n e c t i n g s t u d e n t sSummer Study Abroad Programs in Romania, Italy and Germany

Brescia, Italy

Hooker Valley Trail Hike in Mount Cook, NZ

Shotover River in Queenstown, NZ

Brescia, Italy Corvin Castle, RomaniaMain Square, Sibiu, Romania

Kyle Marshall, MBA, first student to earn Sustainable Business Strategy Certificate.


Beta Alpha psi students Recognized The School of Business Administration’s Delta Kappa Chapter of Beta Alpha Psi recently was internationally recognized as a Superior Chapter for the 11th consecutive year. According to Dr. Ron Premuroso, current Beta Alpha Psi faculty advisor, credit for this accomplishment goes to Dr. Terri Herron, past faculty advisor, and the Board and student members of our Delta Kappa Chapter during the 2012-13 school year. The 2013-14 Delta Kappa Chapter Board worked hard to maintain Superior Chapter status. Members include President Alaina Abbott, Ana Haynes, Chad Palmer, Melissa Buerkle, Garrett Ley, Alexa Robischon, Nick Toepfer and Kurt Brekke.

Recognition as a Superior Chapter comes from the Beta Alpha Psi Board of Directors and is a significant accomplishment, indicating that our student members have far exceeded the baseline requirements of Beta Alpha Psi in the areas of academics, professionalism and leadership.

MIsA students Recognized for Fundraising efforts The Montana Information Systems Association (MISA) was recognized at an international conference for its outstanding fundraising efforts. During an awards luncheon in Milan, Italy, the SoBA chapter of the Association for Information Systems (AIS) was honored for its fundraising abilities. According to faculty adviser Clayton Looney, the group employed a creative strategy which was very successful.

“This is an extraordinary accomplishment for the MISA student group,” Looney said. “Receiving international honors from AIS demonstrates SoBA’s commitment to developing outstanding business professionals who are well-prepared to excel in an information-intensive, global marketplace.”

Former MISA members, now UM alumni, have remained connected to the student group. Looney attributes the chapter’s success to the support and engagement of its alumni.

Finance students Compete in Research ChallengeSoBA students participated in the Spokane regional Chartered Financial Analysis (CFA) Institute Research Challenge. The CFA challenge requires student teams to write a buy-side analyst report initiating coverage on a publicly traded company. This year’s company was Potlatch Corp., a timber REIT headquartered in Spokane.

This year, eight teams competed in the Spokane regional by submitting a written report. The teams with the top four reports were invited to Spokane to present their research and compete for the opportunity to attend the North America competition, which was held in Denver. SoBA’s team took second place in the Spokane Competition.

Marketing students Attend International ConferenceTake 5: Return of the Marketers was the theme of the American Marketing Association International Conference in New Orleans April 10-12. Six AMA student chapter officers joined their faculty advisor, Associate Professor of Marketing Carol Bruneau, to network, learn from top marketers in the field and begin their careers as marketing professionals. Attendees included Katherine Vincent, Meghan Keeley, Kate Wilkins, Bailey Chauner, Christian Barney, and Beth Grubb.

student leaderships t u d e n t l e a d e r s h i p20th Annual AIBl ConferenceThe University of Montana American Indian Business Leaders (AIBL) chapter recently attended in the 20th Annual National AIBL Conference where they participated in two events: chapter of the year and business plan competitions. To showcase their accomplishments for the AIBL Chapter of the Year presentation, UM’s AIBL chapter focused primarily on cultural awareness and promoting visibility on campus. They also participated in the business plan competition, where they placed second in the university division. Shawn HeavyRunner received recognition delivering a prayer in Blackfeet before the day’s events started, and Whitney Snow, President of UM’s AIBL chapter, was recognized as National AIBL Student of the Year.

Dean’s student Advisory Council, 2013-14edmond Dupuis, american indian Business leadersrobert gauthier, american indian Business leadersCarly Miller, at largeCourtney Keyes, at largeana haynes, Beta alpha psiChad palmer, Beta alpha psiCasey Wood, Finance Clubthomas Flies, Finance ClubKatherine Vincent, uM american Marketing associationBailey Chauner, uM american Marketing associationKristin parks, Montana information systems associationemma Forsythe, Montana information systems associationJustin John, graduate Business student associationandrea Duke, graduate Business student associationhaley Kramer, Masters of accountancytim Byrd, Masters of accountancy

Beta Alpha Psi students

Members of Finance Club

Members of UM’s AIBL ChapterMembers of MISA student chapter

Members of UM AMA student chapter with Associate Professor Carol Bruneau


All in the FamilyMichael Braun, Associate Professor of Management and the Poe Family Faculty Fellow, presented the inaugural workshop for the Missoula Economic Partnership on Family Business Strategy. The seminar, co-sponsored by SoBA and several Montana businesses, was well-attended by participants interested in family business.

The workshop, entitled, “Getting the Family and the Business on the Same Page” presented an overview of family businesses and their importance across the globe, in the United States and in Montana. Braun discussed core competencies of family businesses. He introduced to the group the importance of the “family business strategy map,” a proprietary tool to help family members, owners and managers understand risk-reward.

Braun also discussed the differing risk profiles and appetites of family businesses and the tradeoff risks relating to “leading edge” versus “lagging edge.” Braun presented corporate governance structures necessary to manage risks among family members to grow a business to the next level.

connecting to industry expertisec o n n e c t i n g t o i n d u s t r y e x p e r t i s eRecord Attendance at economic outlook seminars Nearly 1,800 people attended the Bureau’s 39th Annual Montana Economic Outlook Seminar, held in January, February, and March in nine cities throughout Montana. The 2014 seminar had record attendance of 420 in Missoula and 290 in Bozeman. Gov. Steve Bullock made a special guest appearance in Lewistown and Havre.

The seminar featured keynote speaker Greg Gianforte, who started RightNow Technologies in 1997 in a spare bedroom. By the time the company was acquired by Oracle in 2012 for more than $1.8 billion, RightNow was Bozeman’s largest commercial employer and the only publicly traded technology company in the state. Gianforte gave a firsthand account of this Montana success story at the seminar titled “Making Montana the First Best Place: How Entrepreneurship is Creating High Paying Jobs.”

BBER Director Patrick Barkey and Director Emeritus Paul Polzin presented economic forecasts for each seminar city and highlighted economic trends for local, state and national economies. Bureau economists and industry experts provided the outlook for Montana’s important sectors: energy, nonresident travel, health care, agriculture, real estate, manufacturing and forest products.

The 2014 Montana Economic Outlook Seminar was sponsored by NorthWestern Energy, Benefis Health System, Pacific Steel and Recycling and Montana Health CO-OP.

prize-Winning Researcher presents at Byrnes Accounting and Finance seminar series Jason Smith, Ph.D., assistant professor, Utah State University, was invited to give the Byrnes Accounting and Finance Seminar Series lecture this year. Smith spoke about taxes and firm capital structure, specifically optimal choice of debt vs. equity financing. Smith is noted for his prize winning research related to capital structure choice.

The Byrnes Accounting and Finance Research Seminar Series is one component of the first funded professorship at the University of Montana School of Business Administration. The program is part of the Donald and Carol Jean Byrnes Professorship, an endowment created by Carol Jean Byrnes in honor of her husband, the late Donald Byrnes, a 1949 UM alumnus and former CEO of Spalding and Evenflo companies.

The Byrnes lecture series showcases internationally renowned experts in accounting and finance and is coordinated by Keith Jakob, SoBA Professor of Finance. Jakob holds the Donald and Carol Jean Byrnes Professorship in Accounting and Finance.

uM is working with several Missoula-based data analytics companies to create a position for Missoula as a cyber-hub. As part of a new lecture series big data expert Dan

Wagner, founder and CEO of Civis Analytics, spoke recently at UM. Wagner’s firm specializes in solving world issues by leveraging big data. Wagner believes that big data expertise will open employment doors for current and future UM students. He also said that universities play a significant role in the use of big data, as the new technology impacts a wide range of academic disciplines.

SoBA alumnus Tim O’Leary has sponsored a marketing analytics curriculum responsible for bringing a unique opportunity for SoBA students to learn from John Chandler, one of the leaders in multi-channel marketing. Chandler, an expert in the area of marketing analytics, discussed how a company manages and optimizes its marketing efforts across multiple online platforms, traditional media and channels.

Because of the UM partnership with IBM, SoBA was able to offer the first undergraduate InfoSphere Streams course in the country. IBM Infosphere Streams is a product that looks at data in motion. In preparation for teaching the streams course, SoBA IT Director Eric Tangedahl attended an IBM workshop in Minneapolis. After an intensive introduction to the newest versions of IBM’s InfoSphere Streams and BigInsights products, Tangedahl incorporated the latest advances in big data analytics applications into his data analytics courses. UM continues to be a leader in big data analytics and will be expanding with more data analytics course offerings in the future.

May 5-11, 2014 is Big Data Week and will be celebrated in 30+ cities worldwide. Missoula is proud to join Atlanta, Chicago, New York, London and more in sponsoring events important to the Big Data community. Learn more at bigdataweek.com.

Focus on Big Data

Associate Professor Michael Braun

Assistant Professor, Utah State University, Jason Smith

John Chandler, Principal, Data Insights

Dan Wagner, CEO, Civis Analytics


connecting to industry expertisec o n n e c t i n g t o i n d u s t r y e x p e r t i s etwo prestigious executives participate in Gilkey executive lecture seriesJim McNerny, Chairman, President and Chief Executive Officer of the Boeing Company and Mike Covey, Chief Executive Officer and Chairman of the Board of Potlatch Corporation, delivered Gilkey lectures this academic year to students, faculty and the Missoula community.

McNerny oversees the strategic direction of the Chicago-based $81.7 billion aerospace company. With more than 174,000 employees across the United States and in 70 countries, Boeing is the world’s largest aerospace company and a top U.S. exporter. It is the leading manufacturer of commercial airplanes, military aircraft and defense, space and security systems; it supports airlines and U.S. and allied government customers in more than 150 nations. McNerny shared his experience and knowledge during the fall Harold and Priscilla Gilkey Executive Lecture with SoBA students and the Missoula community in a presentation titled “Leadership, Innovation and Competitiveness.”

Covey joined Potlatch Corporation in 2006 as president and chief executive officer and was elected chairman of the board of directors in 2007. Founded in 1903, Potlatch Corporation is a leader in sustainable forestry, with approximately 1.4 million acres certified to Forest Stewardship Council standards. The company is involved with many aspects of forest management, including growing trees, selling timber and manufacturing solid wood products.

Covey presented the Harold and Priscilla Gilkey Executive Lecture this spring. Covey, a University of Montana alum with over 30 years of experience in timberland management and sustainable forestry, presented “The Transformation of Timberland Ownership and Markets in North America.” McNerny and Covey both spent time with students in various classes throughout the day and delivered public lectures to the Missoula and campus communities in the evening.

The Harold and Priscilla Gilkey Executive Lecture Series is designed to provide students, faculty and the community with a forum whereby they have direct access to business leaders. Lecturers address issues across marketing, management, finance, ethics, and leadership. In addition to leading classroom lectures and discussion, speakers present a lecture at a public forum on a topic of their choice and are invited to meet with graduate students and campus and community leaders. Participating executives enjoy dynamic conversation and the exchange of ideas with our eager students.

We welcome and encourage executives to share their stories of challenges and success with our students, faculty and community.

past speakers of the Gilkey lecture series• Michael J. Covey, Chairman and CEO, Potlach Corporation (Spring 2014) • Jim McNerney, Jr., Chairman of the Board, President and Chief Executive Officer of The Boeing Company (Fall 2013)• Phil Cowdell, Former CEO and Chairman of Mindshare North America (Spring 2013)• Glenn Johnson, President of Horizon Air, Inc. (2011) • Bill McGlynn, President of Memjet Home and Office (2010)• Greg Gianforte, Founder and CEO of RightNow Technologies (2009) • Patrick Byrne, Founder and CEO of Overstock.com (2009) • Lester Thurow, Professor and Dean Emeritus at MIT Sloan School of Management (2008) • Rick Riccobono, President and CEO of The Federal Home Loan Bank of Seattle (2008) • Sally Jewell, CEO of REI (2007)• Raymon F. Thompson, Founder, Chairman and CEO of Semitool, Inc. (2007) • Peter Georgescu, Former Chairman of Young & Rubicam, Inc. (2005) • Robert Greifeld, President and CEO of The Nasdaq Stock Market, Inc. (2004)

Peter Rosten, MAPS • Cliff Holt, KPMG • Cameron Deatsch, Atlassian • Anthony Krolczyk, Omnibar • J. Lee Cook, First & Goal/Seattle Seahawks, Seattle Sounders, FC, Qwest Field, Qwest Field Event Center and WaMu Theater • Dave Opitz, AstuteWare Technologies • Robin Rennick, FAST Enterprises • Bob Minto, ALPS • Geoff Peddicord, Community Medical Center • Mickey Ogg, Consumer Direct Management Solutions • Tim Bierman, Marketing, Pearl Jam • Thorsten Geuer, Bayern Brewing • Paul Stafford, Currency Risk Associates • Jim Messina, Campaign Manager, Obama 2013 • Nicole Hagerman-Miller, Biomimicry 3.8 • Jorge Watson, Advanced Technology Group • Christa LeCoure, PayneWest • Danny Spitzer, Bren Events Center • Ben Goodman, FAST Enterprises • Andrew Smith, Filmmaker • Melanie Brock, Missoula Economic Partnership • Mike Goehring, Communication Resources Inc. • Lisel Newton, KPMG • Bob Tabke, TDA Group • Ian Abbott-Donnelly, IBM European Smarter Cities Innovation • Jared Lee, Northwest Farm Credit Services • Mark Kobos, Jackson Contractor Group • Aron Plucinski, Discovery Channel & Electus • Jesse Lakes, GeoRiot • Brigitta Miranda-Freer, Missoula Economic Partnership • Elke Goversten, Mamalode Magazine • Greg Pierson, Glacier Bancorp • Liz Marchi, Frontier Angel Fund • David Bell, ALPS • Alex Kochan, AEG Live • Nate Warner, Red Bull • Peter Giannascoli, Paramount Pictures • Brynn Molloy, UM Intercollegiate Athletics Marketing • Conor Newman, Boyle, Deveny & Meyer CPA • Case DeWit, PayneWest • Bandith Ladpakdy, Saoban: Village Handcrafts from the Heart of Laos • Sierra Bellows, Social Media Today • Alex Philp, GCS and TerraEchos • Raymond Paquin, PhD, Concordia University • Brian Morgan, Adventure Life • Michelle Hui, VIM & VIGR • Matt Sonzala, Pushermania • Jon Marchi, Glacier Venture Fund • Inge Erickson, Amazon.com • Mike Manhardt, Acuity Design • James Viano, FAST Enterprises • Micah Scudder, Tradewood International • Brian McCormac, Old Rock House • Sherri Davidoff, LMG Security • Dawn McGee, GoodWorks Ventures and Hellgate Venture Network • Jim Zimmerman, Selway Armory • Jim McNerney, Boeing • Austin Rust, KPMG • Mike Bryan, Prudential Montana Real Estate • Hayle LaFountain, FAST Enterprises • Robert Struyk, Talent Buyers Network • Ashley Corbally, Northern Rockies Financial Group • Annie Roberts, AniMeals • Tim Wynne, Surgical Principals • Christian Fresco, Monkeywrench Records • Noah Brier, Percolate • Mike Steinberg, Wild Film Festival • William Marcus, Montana PBS • Ken Quinn, Possible Worldwide Branding Agency • Russ Fletcher, Inteneo Systems • Jeremy Sauter, Paramount Pictures • Tiffini John, Office of the Comptroller of the Currency • Anne Iverson, Mountain Press • John McKee, Headframe Spirits • Joe Whittinghill, Microsoft • Grant Orr, Glacier Bancorp • Brian Knaff, Talent Buyers Network • Jeremy Brown, Dorsey and Whitney • Greg Gianforte, RightNow Technologies • Mike Covey, Potlatch • Clyde Neu, TerraEchos • Jim Lewis, Montana Rail Link • Aik Chen, Microsoft • Diane Smith, Avail-TVN • Jon Putnam, Montana Board of Investments • Stoll Vaughan, Artist • Chris Warden, Washington Corporation • Dave McNabb, Reckitt Benckiser • Maria Brunner, Insight Management • Joshua Pearson, Advanced Technology Group • Justin Meier, Northwestern Mutual • Meggi Pack, Becker CPA Review • Susan Hay Patrick, United Way Missoula and Ravalli County • Pat Boyle, Boyle, Deveny & Meyer CPA • Kate Pearson, The Audience Awards • James Yelich, CUT Recordings • John Soss, Jam Productions

• Bjorn Nabozney, Big Sky Brewing • Jeff Runkel, Glacier Bancorp • Craig Campbell, Campbell Entertainment Group • Christine Littig, Bernice's Bakery • Tom Stergios, ATG Missoula Solutions Center • Michael Burks, Missoula Maulers • Lou Fontana, Avail-TVN • Monica Harris, ATTY • Steven Stanton, Advanced Technology Group • Jenny Mish, Sustainable Business Council • Glenn Kreisel, Entrepreneur and Angel Investor • Jared & The Mill, Touring Band • Nick Van Tighem, Jackson Contractor Group • Dave Pyron, KEO Services, LLC • Joe Balsam, Lee & Company • John Chandler, Data Insights • Diana Hammer, US Environmental Protection Agency • Alan Adams, Black Diamond Outdoor Equipment • Eric Manegold, Zonar Systems • Ed Wetherbee, Old Sawmill District • Dallas Neil, Lifestyle Fitness • Todd Taylor, Muzeview • Stefanie Sample, Massage Envy Spa • Ben Sokoloski, Market on Front • Adam Steffen, Nike, NFL Brand • Katrina Galas, Vancouver Winter Olympics • Joe Bischof, Ronald McDonald House • Steve Saroff, Entrepreneur and Angel Investor • James Grunke, Missoula Economic Partnership • John Shepherd, Mpower Pictures • Mike McGinley, SRO Consultants • Bruce Tribbensee, Submittable • Dale Hanson, PayneWest • Ben Malouf, Acuity Design • Tim O'Leary, R2C Group • Nathan Stephens, Groundswell Media • Michael FitzGerald, Submittable • Juergen Knoller, Bayern Brewing • Judy Wicks, Author and Entrepreneur • Kevin O'Reilly, Orbital Shift • Jessica Curtis, Marketing, Pearl Jam • Dan Berkowitz, CID Entertainment •

Maggie Angle, Sustainability Consultant • Sarah Kelly, PayneWest • Kim Shappee, Bank of Montana • Terry Payne, PayneWest • Jennifer Ehman, Moss Adams • Michael Boehme, Western Montana Development, Bonner Property Development, Western Montana Resources and Western Montana Club • Kendra Clark, KPMG • Jeff Hansen, Microsoft • Erin O'Connell, ISITE Design • Dave Harriton, American Expedition Vehicles • Josh Austin, Mobile Minds • Doug Odegaard, Software Engineer, Entrepreneur and Consultant • Gita Saedi Kiely, Documentary Filmmaker • Tony Ferrini, Partners Creative

• Erika Close, PayneWest • Mischa Jakupcak, Narrative Filmmaker • Stacy Kendrick, Partners Creative • Kanlaya Chularattakorn, Hmong Women's Network of Thailand • Chris Wright, Google • Holly Biehl, Five Valleys Land Trust • Dale Gillespie, Investment Inc. • Joe Fanguy, MonTEC • Paul Gladen, Blackstone LaunchPad at UM, Muzeview and Hellgate Venture Network • Bob Burns, First Interstate Bank • Tom Acevedo, S&K Technologies • Kari Dilloo, Microsoft • John Giuliani, Montana Timber Products • Ashley Raiteri, Everbread Limited • Kyle Lingscheit, PayneWest • Tom Swenson, Bank of Montana • Walker Milhoan, Estancia IX • Mindy Carver, PayneWest • Marianne Zugel, Wardens Reality TV • Mike Sparr, Goomzee • Greg Rhem, Home Box Office • Jenn Ewan, GCS • Nick Garner, Grizzly Sports Properties • Sue Larew, First Interstate Bank • Judy Mohr, McDermott, Will & Emery • Kent Haslam, UM Athletics Director • Keith Miller, William Morris Endeavor • Ed Stalling, Maritz Research • Gayle Carlson-Gifford, Montana Food Bank Network • John Monks, Rivertop Renewables • Dan Bateman, Pasta Montana, LLC and NeverMissTags.com • Mark Burzynski, Blue Cross Blue Shield of Montana • Jess Lohse, Bear Paw Lumber and Rocky Mountain Truss • Nanci Hesse, Wall Street Journal • John Wilmarth, KPMG • John Connors, Ignition Partners • Kellan Carter, Ignition Partners

Speakers are listed at the firms they represented when they spoke in the Gallagher Building. Guest speakers are a valuable component of our students’ education. We have made every effort to ensure the accuracy of the speakers listed. Please notify us if your name is listed incorrectly or omitted.

Mike Covey, Ceo and Chairman of the Board of potlach Corp.

Jim Mcnerny, Chairman, president and Ceo of the Boeing Company


uMeM student with special ties to sochi Winter olympicsJason Mathews, SoBA Entertainment Management student, applied his education while still in school. Mathews was the publicity manager for Julia Marino, Paraguay’s first Winter Olympic athlete. Mathews and Marino met while they were both competitive skiers.

Mathews has always enjoyed marketing and was instrumental in bringing rail jams, a ski and snowboarding event, to Missoula. So, when Marino began receiving endorsements, she reached out to Mathews and they developed a partnership. Mathews travelled to Paraguay with Marino last year to meet with the Olympic Committee and Nike of Paraguay. It was a very successful trip that resulted in Marino being able to represent Paraguay in Sochi.

Mathews describes his role in Marino’s career as “looking out for Julia’s well-being and her image,” including things such as setting up interviews, managing all of her social media and even helping design her opening ceremony jacket. Mathews plans to attend law school after he graduates from SoBA so he can pursue a career as a sports agent.

Read more about Julia Marino at www.facebook.com/juliamarinoski

MBA Grad Commissioned in u.s. ArmyAutumn 2013 SoBA graduate Jeffrey Windmueller received his MBA. On December 13 he was commissioned as a second lieutenant in the United States Army through the UM ROTC program.

of note: studentso f n o t e : s t u d e n t s

up 'til Dawn 2013 - A Huge success!SoBA’s Up ’Til Dawn Executive Board members rallied University of Montana students to raise funds for the second annual St. Jude’s Up ’Til Dawn event at the Adams Center on Nov. 8. This event celebrated the funds and awareness raised by UM students for the St. Jude Children’s Hospital in Memphis, Tenn. Student participants raised almost $11,000 during the event.

soBA Google Ambassador Introduces new High-tech productsMBA student and UM Google Student Ambassador Jamin Dailey hosted a colorful table at the University of Montana Tech Fair and demonstrated new Google products such as Google Nexus 7 and the Chromebook. Dailey collected user data by administering over 200 surveys. The survey was designed to help him better understand product awareness and interest in Google products. Dailey will also use the survey to help him tailor future discussions about Google product applications. At the Tech Fair Dailey selected academic tutors to try out a new Google product called Helpouts, which connects people over live video chat anytime, anywhere. In his role as Google Ambassador, Dailey offers workshops and training sessions for faculty and students focusing on how to use the latest Google products.

Jason Mathews

Jamin Dailey, MBA

Jeffrey Windmueller, ‘13 MBA (center) and family.


of note: studentso f n o t e : s t u d e n t s

Marketing student Honored for Community engagementOne thing that separates Jordan Sullivan from most students is the number of organizations she has volunteered with. Her experiences have ranged from dressing up as Rapunzel at a children’s event to serving meals to the homeless at the Poverello Center. She finds time to give back to the Missoula community while also playing basketball for the Lady Griz. Sullivan is a three-time Academic All-Big Sky Conference selection who entered her senior year with a 3.87 GPA as a marketing major and for the past two years has been co-president of Montana’s Student Athletic Advisory Committee.

“She gives a ton of herself to the community, and it doesn’t take any coaxing,” said longtime Lady Griz coach Robin Selvig, who also happens to be Sullivan's proud uncle. “She wants to be successful in everything she does, but at the same time she’s there for anybody that needs anything.”

Because of her dedication to the community, Sullivan was one of 10 student-athletes from schools across the state to receive the 2013 Montana Athletes in Service Award at the Griz-Cat football game in Bozeman. This is an excerpt from a story originally published at http://www.gogriz.com/sports/w-baskbl/spec-rel/112013aaa.html Revolutionizing Fashion

Trendsetters at The U provides the University of Montana with the first fashion blog created by students reflecting the style and inspiration of students in Missoula. The Trendsetter Team reveals the area’s fashionistas, styles, college fashion issues and trends that inspire its blog.

Trendsetters at The U is the first organized group where UM students who love fashion can participate and gain fashion experience. The group is not only geared toward giving students experience with fashion but also producing a fully functioning fashion blog. The Trendsetter Team works to create weekly blog posts that are interesting, relevant and helpful for students at UM.

Trendsetters at The U has been featured in the Montana Kaimin, on the School of Business Administration website, University of Montana home page and the introduction of the Blackstone LaunchPad. www.trendsettersattheu.com

2013 student AwardsSelected by faculty

outstanding MBa studentsalome tsagareishvili

outstanding off-Campus MBa studenttami sabol

outstanding Macct studenttiffany starkel Selected by studentsoutstanding MBa studentBradley Haas

Outstanding Off-Campus MBA StudentCharles (Dan) Bateman

Outstanding MAcct Studenttiffany starkel

”She wants to be successful in everything she does, but at the same time she’s there for anybody that needs anything.”

– Lady Griz coach Robin Selvig

soBA students place in International Capsim ChallengeCurtis Wallette, MBA ’14 won first place in the International Capsim Challenge 2013. Christopher Chew, MIS ’14 placed second in the International Capsim Fall Foundation 2013 Challenge.

More than 1,600 students from around the world compete in the qualifying rounds of the Capsim Challenge, a competition where business school students participate in an online global challenge to run a simulated multimillion-dollar company. Capsim provides the world's largest business simulation platform used by over 500 universities and corporations around the globe. Capsim has two main products: Foundation, a simulation that is primarily taught at the undergraduate level; and Capstone, the company’s flagship simulation, which is used for capstone undergraduate courses, MBA core courses and as a corporate training tool for executives.

SoBA students participate in the Capsim Foundation simulation during one of their capstone courses. The Challenge Finals is a two-day competition consisting of focused decision-making and intense pressure.

Jordan Sullivan

Members of Trendsetters at The U student group


two soBA professors publish new Books for Business practitionersMichael Braun, Ph.D. and Scott Latham, Ph.D., Mastering Strategy: Workshops for Business SuccessMastering Strategy: Workshops for Business Success uses a workshop format to present popular and proven strategy frameworks in a straightforward and entertaining manner. The workshops in this comprehensive toolkit help readers identify the competitive patterns of an industry, understand a company’s competitive position in its market, formulate a set of strategic solutions for a company and recognize the risk-return trade-offs.

Bill Oppenheim and Dr. Emily Plant, The Stallion Spectator Ratings: The Best Stallion Ratings in the Business, Mid-Year 2013 EditionThis is an insider’s guide to the marketplace for Thoroughbred stallions. It has been called the “moneyball” strategy in the stallion ratings world. The analysis takes a revolutionary approach to assessing the success of Thoroughbred stallions in the Northern Hemisphere, employing a unique multivariate technique to rate quality. The SSR Book is published twice a year, with each edition comprised of both multiple ratings lists and also original empirical research compiled by Dr. Plant and her business partner, Bill Oppenheim.

shawn Clouse elected Chair of Missoula Chamber of CommerceShawn Clouse, Associate Professor of Management Information Systems and volunteer for the Missoula Chamber of Commerce, was elected chair for 2013-14.

Students in Clouse’s Project Management class have been major beneficiaries of his work with the chamber. Each year students in his Project Management class have the opportunity to work with different businesses that are members of the Chamber. Through this experience, students learn firsthand that their classroom work has value as they apply what they have been taught in the classroom to solving business problems. Clouse is a firm believer in the importance of applied business education. According to Clouse, “The Chamber has served as an excellent vehicle for bringing students together with businesses who need help. It’s a win-win situation.”

of note: faculty & staffo f n o t e : f a c u l t y & s t a f fBBeR Hires new Director of Health Care Industry ResearchThe University of Montana Bureau of Business and Economic Research (BBER) has hired Bryce Ward, Ph.D. as its new director of health care industry research.

Ward earned a Ph.D. in economics from Harvard and a BA in Economics and History from the University of Oregon. His areas of expertise include econometric analysis; applied microeconomics, including health economics, labor economics, urban and regional economics; public finance; and environmental and natural resource economics.

Prior to joining the bureau, Ward spent nine years providing expert testimony and policy analysis as a senior economist at Portland-based consulting firm ECONorthwest. He has taught courses in economics and public finance at Harvard University, Lewis and Clark College, the University of Oregon and Portland State University.

“We are thrilled to have someone with Bryce’s experience and deep knowledge of health economics to fill this key position,” said BBER Director Patrick Barkey.

Visit www.bber.umt.edu to learn more about the shifting health care landscape in Montana.

BBeR Wins Website Award The University of Montana Bureau of Business and Economic Research won the national 2013 Website Award of Excellence for BBER’s redesigned website, http://www.bber.umt.edu.

The Association for University Business and Economic Research (AUBER) presented the award at its fall conference in Richmond, Va. AUBER is the professional association of business and economic research organizations at public and private universities.

“We’re proud to see our website recognized as outstanding among our peers nationally,” said BBER Director Patrick Barkey. “Providing online access to BBER’s wealth of economic research is key to the role we play helping businesses in particular – and the Montana economy as a whole – succeed.”

The Bureau’s new website provides research studies, articles and data covering diverse topics related to Montana’s economy, including energy, health care, housing, forest products, manufacturing, agriculture, entrepreneurship, children and families, population, demographics and state and local economic forecasts.

Bryce Ward, Ph.D.

Assistant Professor Emily Plant and Associate Professor Michael Braun

Shannon Furniss, Christina Henderson and Bob Campbell

Associate Professor Shawn Clouse


Meet the newest Faculty and staffJoAn GIese, pH.D., joined the SoBA in fall 2013. Giese teaches Integrated Marketing Communications and received her Ph.D. in Marketing at Washington State University. Prior to the University of Montana, Giese was on the marketing faculties at Washington State University, the University of Oregon and Kansas State University.

Giese’s research focuses on informational factors (feelings, design and interpersonal communication) influencing consumer decision-making. She has served as a marketing consultant to several business and government organizations.

When not working, Joan enjoys spending time with her husband, Shane. Their favorite activities are visiting their daughters, Lyndee (in Seattle) and Amanda (in Portland), and enjoying the beautiful Montana outdoors.

susAn CunDIFF earned a BA in Communication Studies from UM and has studied at the graduate level in Intercultural Communication. Prior to joining SoBA as the Accounting & Finance Department Assistant, she held the administrative position for the Department of Military Science at UM. She has previously worked and volunteered in public relations and on political campaigns. Cundiff has three daughters, Deea (13), Malanna (7) and Maleea (4).

BRIttAnY MAACk, ’07, grew up in Missoula and Frenchtown. She earned her BS in Business Administration with a marketing emphasis from UM.

Maack spent three years under the title “Nanny B.” While being a full-time nanny was a wonderful and fun experience, she is excited to be back at SoBA as Dean’s Suite Receptionist to put her business degree and knowledge to work.

Maack loves all things Montana: floating the river, riding horses and herding cows with her dad, cruising through the farmers market, occasionally attempting to stay upright on skis and spending time with family and friends.

stellA pHIpps joined SoBA in fall 2013 as an Administrative Associate for SoBA Central. She arrived with over a decade of experience working in both public and private university settings and has an extensive background working closely with diverse and underrepresented populations.

Most recently, Phipps conducted compliance work in Career Development for Herzing University, a for-profit institution based in Wisconsin, and also worked as a freelance copywriter.

Phipps holds a BS in Sociology and a MA in Applied Sociology with an emphasis on Applied Research from Northern Arizona University.

2013 Faculty Awards Selected by students

outstanding accounting FacultyRon premuroso

outstanding Finance Facultytim Manuel

outstanding accounting & Finance adjunctDon Gaumer

outstanding Management FacultyMichael Braun

outstanding Marketing Facultyemily plant

outstanding Management & Marketing adjunctkaren porter

outstanding Management information systems FacultyDavid Firth

outstanding Master of accountancy (Macct) FacultyDon Harris

outstanding Master of Business administration (MBa) FacultyMichael Braun

outstanding off-Campus MBa FacultyMichael Braun

two longtime Faculty Members RetireAARon AnDReAson, Professor of Management, will retire in May 2014 after 40 years of service. Andreason served as a representative to the Montana State Legislature from 1981 to 82. His research in the areas of expatriate adjustment and repatriation has been published in scholarly journals. His recent article titled “The Demographic Black Hole in the European Union” was selected for presentation by the Academy of International Business. Fluent in several languages, Andreason was awarded a faculty exchange in 2008 to the Universitἁ degli Studi Di Torino, and he was commended for his teaching by that university. In 2009, he received UM’s Distinguished Service to International Education award. Andreason served for many years at UM’s Commencement Ceremony by announcing the names of graduates prior to sending them forward to receive their diplomas.

BelVA Jones, Chair and Professor of Management Information Systems, will retire in May 2014 after 21 years with SoBA. Throughout her UM career, Jones’ teaching has earned accolades from her colleagues and students, notably as the 2003 recipient of UM’s Most Inspirational Teacher of the Year Award. Additionally, she was twice honored as the recipient of the Outstanding Faculty Award for the Department of Management Information Systems. Jones’ research in the field of Management Science has been published extensively in scholarly journals and periodicals. Moreover, she has served as co-author of several books on the subject. Her efforts in the area of assessment have been crucial to SoBA’s accreditation with the Association to Advance Collegiate Schools of Business, and to student learning.

of note: faculty & staffo f n o t e : f a c u l t y & s t a f f

Adjunct Associate Professor Joan Giese

Susan Cundiff, Brittany Maack and Stella Phipps

Professor Belva Jones


Yoko takeuchi, ’87 MBA, Receives 2013 Distinguished Alumni Award from uM Alumni AssociationThe University of Montana Alumni Association annually recognizes outstanding alumni who have distinguished themselves in their fields and brought honor to the University. Nominated by fellow alumni and friends, recipients are selected for their career achievements, professional honors, professional memberships and directorships, community service and UM or UM Alumni Association recognition or service. Yoko Takeuchi was the recipient of the 2013 award. Takeuchi earned her MBA from the UM School of Business Administration in 1987. Takeuchi is a pioneer in the field of human resource management and, as a woman in Japan’s male-dominated business world, serves as an important role model to young Japanese women. Her master’s thesis, “Japanese Women in Business: Yesterday, Today and Tomorrow,” still serves as an excellent review of women in Japan’s workforce.

Her remarkable career achievements are highlighted by positions as director or general manager in internationally known firms such as Chanel, Hermes, Chaumet and Louis Vuitton Japan, where she implemented a recruiting program that involved more than 8,000 applicants, and The Disney Store Japan, where she created a recruiting system to fill more than 600 new sales positions. Currently, Takeuchi serves as a general agent for Human Synergistics, Japan, providing tools and services for corporate culture renovation and organizational and individual development. Takeuchi is an active member of the Japan Management Education Society and the Japan Management Ethics Society. She has been instrumental in promoting the University to prospective students in Japan and generously hosts UM representatives who visit Tokyo.

of note: alumnio f n o t e : a l u m n i

soBA Honors three outstanding Alumni for Career AchievementsThe University of Montana School of Business Administration honored three alumni for outstanding career achievements during the 66th annual Donor Recognition and Scholarship Awards Banquet in May 2013. The three honorees are longtime UM supporter Chuck Bultmann, Outstanding Distinguished Alumnus, Great Falls native Tim McGee, Outstanding Alumnus and Montana native and member of the Confederated Salish and Kootenai Tribes Trina Finley Ponce, Outstanding Early Career Alumna.

Chuck Bultmann received a BS degree from UM in 1966 and an MBA from Indiana University. He was a member of the Phi Delta Theta fraternity and lettered with the Grizzly football team. He served three years in the U.S. Army, including one year with the First Air Cavalry Division in Vietnam and was awarded both the Bronze Star Medal for heroism and the Air Medal.

Bultmann’s business career began in 1969 in Everett, Wash., with GTE. He retired from Verizon Wireless as vice president of phone mart operations, where he was responsible for 150 retail stores in 22 states with annual revenues exceeding $75 million.

Bultmann has served UM as a member of the House of Delegates and the Alumni Board, chair of SoBA Business Advisory Council, treasurer of the UM Foundation and chair of the National Advisory Board for Grizzly Athletics. He and his wife, Sally, a UM alumna, have been members of The President’s Club for 15 years. They reside in Colleyville, Texas, and have four children and six grandchildren.

Tim McGee calls Great Falls home even though he has lived in 10 states and three countries. He earned a bachelor’s in education from UM in 1982 and an MBA in 1984. He has worked with Proctor & Gamble Co. and PepsiCo Inc. Over the past 25 years, McGee has worked in national sales and marketing, franchise development and transitioning large franchise acquisitions into the PepsiCo system.

McGee currently is vice president and general manager of Pepsi Bottling Ventures Idaho, a joint venture between New York-based PepsiCo and Suntory of Japan, the largest independent manufacturer, seller and distributor of recognized consumer brands. He also has served on UM’s Business Advisory Council. He and his wife, Fariss, reside in Eagle, Idaho, with their children Tatum, Cooper and Blair.

Trina Ponce earned an MBA from UM in 2001 and began her career with Hewlett-Packard Co. in Boise, Idaho, where she is product manager in the worldwide product marketing organization. She also has worked in future product marketing, product launch and business development. Ponce has served on the UMBusiness Advisory Council and has been involved in the People of Color Employee Resource Group Leadership Board at Hewlett-Packard. She and her husband, Lazaro, live in Nampa, Idaho, with their daughter Jayla and son Kenny.

Chuck Bultmann, Trina Finley Ponce and Tim McGee

Yoko Takeuchi addressing MBA students


partners for excellencep a r t n e r s f o r e x c e l l e n c eAdventure LifePhilip AguirreDeanna AlbertBrian AllenJohn AllenKeith Hardin and Audrie AllynAmerican Endowment FoundationAmerican Expedition VehiclesAmeritradeAnderson ZurMuehlen & Company P.C.Albert AndersonCraig and Jane AndersonDudley and Joyce AndersonJamie AndersonStephen AndersonSam and Tina AndersonJustin AngleJohn AngwinPaul and Agnes AntonioliJeffrey and Tonya AppeltDonald and Margarette ArchibaldJerry and Jean ArthurMatthew ArtleyJamie AskvigAT&T FoundationApril AthertonAtlassian, Inc.Lori BairdBob BakerDonald BakerRenato and Myrna BalbiRobert BaldassanoCollin Bangs and Patsy PlaggemeyerBank of America FoundationPat and Rita BarkeyDavid BarnardRussell and Lisa BarnhartTimothy and Jennifer BarsottiArt and Sandy BarzBayern Brewing, Inc.Lee and Dolores BayleyAlicia BaylorGreg and Doreen BeachBeach Transportation Co.Eric and Dorena BeckerWilliam BeecherTeresa BeedWilliam BeforeBenefits Health SystemDouglas and Lucy BengeDon and Barbra BennettCharles and Patricia BennettDavid BensonWilliam and Marni BentleyMichael and Lauretta BentzCheryl BergerJohn and LeeAnn BerryKeith BewickDiane BianchiBig Sky Brewing CompanyHarry BilesBitterroot Valley BankGerald and Lana BittnerBrian Bizzano and Ann Ingram-Bizzano

General Mills FoundationLarry and Dee Dee GianchettaGianforte Family Charitable TrustDuane and Janet GilkeyJames GillmoreNancy GlaserJames and Margaret GleasonRichard and Susan GobbsGerald GoldhahnGood Food StoreRobert and Linda GoodaleBen GoodmanJoseph and Margaret GovednikRyan GraffJames and Pamela GrangeBart and Wendy GranvoldBrian Green and Elizabeth SkinnerMargaret GreenBarbara GregovichKelli GrenfellDouglas and Carol GrevenBreann GriffinJack and Merry GriffithDenise GrillsSonja GrimmsmannWilliam and Carrie GuanellEdward GuayRobert GustinRobert GuthriePaul and Lina GylesPaul and Betty HaackDavid and Catherine HaasHabitat FloralLarae HackneyDonald HaganAlan and Kathy HaleyDouglas HallCharles HamarEdward HamesKayreen HandleyMarie HandleyPatrick and Marilyn HanleyLoren and Michele HansenDavid and Rita HansonEarl and Patricia HansonRobert HansonR. HardmanJames HardyLonnie and Marilyn HarmonStephen HarmonNathan HarrellRick and Tracy HartDouglas HartleyVester and Jan HassonPenny HathawayGuy and Judy HatlieJames HauckJohn and Marlene HauckJohn and Mary Lou HauckRobert HayesCornelius HealyMarie HebnesMarlene HedinMark and Melody HeideKirby and Jean Hellegaard

James and Christine BjellandRobert BlackBlackRockMichael and Kim BlodnickCamille BlommerCharles and Peggy BloomFrancy BlumhagenJohn BockBoeing Company Matching Gift ProgramA. Dean and Teri BohnsackMichael and Patricia BokenCarol BolandBrent and Margaret BoothKarl and Kathleen BorchersAngel BordnerMichael and Daphne BraunEma BraunbergerBretz RV & Marine CenterJerome BrickGregory and Lia BrinkerhoffDiana BrinkmanBroadway Inn Conference CenterMary Ann BrockwayJay BroudyDaniel and Phyllis BrowderRobert BrownThomas and Mari BrownChristine BrummerClifton BryanJohn and Sheila BuchananLawrence BuddenMadeline BuescherCharles and Sally BultmannJoyce BuntTreacie BurbackJim and Twila BurdickMark and Cheryl BurnhamBob BurnsBradley and Paula ButlerBarbara BybeeCarol Jean ByrnesNancy CabeDennis O’Donnell and MaryEllen CampbellWayne and Karen CampbellCapital Group Companies Charitable FoundationRobert and Elizabeth CardinaleGary and Sherrill CarlsonPaul and Carol CarlsonKen CarlstromJan and Lisette CarterJim Mickelson and Mindy CarverJacqueline CaseltonLawrence CeranskiRobert and Pamela CerkovnikDavid ChadseyJoAnn ChambersMichael and Nancy ChandlerEdward and Meimei ChangKerwood and Betty ChoCalvin and Marva ChristianRobert ChristnachtMack Clapp and Sandra Turk

Elizabeth HenryShannon HenslerJoshua HerboldDavid and Karin HergesheimerBrad and Terri HerronSteve and Kelly HertherHertz/Western Rentals, Inc.Nanci HesseHewlett PackardWayne HiettThomas and Lynne HimesLew HinesWayne and Annette HinrichsMansfield HoagMarvin and Tyra HobbsMatthew HobbsMelody Holland-RehderEvelyn HoltHoly Rosary Health CenterThe Home Depot PAC Matching ProgramMark and Cynthia HopwoodHorizon Credit UnionPhilip and Yvette HornigBradley HouleRobert HouserBryson HouxBruce HoverslandClay Keller and Natalie Hoyer KellerCharles and Janet HubleyRussell and Karen HugginsRichard and Joann HughesFred HuntingtonIBM CorporationBill and Barbara IfftIndependent PublishingKurt and Jeanette IngoldGlenn IngrumThomas and Katherine IrigoinJG Black Book of Travel LTDJohn and Joan JacobsenDaniel and Patti JacquesKeith JakobKenneth JansaEdwin and Roberta JasminJanice JasperDouglas and Ann JaworskiJ. Bruce JelinekWayne and Kaaren JensenMichael and Wendy JensenWilliam and Carole JensenHarold JessupThomas and Kay JochimJason JohnsHoward and Janece JohnsonRichard JohnsonLawrence JohnstonEdwin and Valerie JolicoeurCarl JonesMelvin and Colleen JonesRoy and Helen JonesOrson and Sandy JordanRobert and Shirley JorgensenGary Jorgenson

Curt and Patricia ClaridaRichard ClarkClark Fork Storage, LLCJohn and Donna CloudFred and Sally ClouseShawn and Nancy ClouseCobb FoundationCharles and Debora CoffmanMaurice and Patricia ColbergMark ColePerry and Mary ColeRobert and Teresa ColeWarwick ColganCommunity Foundation of Tampa BayTimothy and Patricia ConnerPatrick and Linda ConnorsConocoPhillipsKen and Marcia CooperCarlene CooverPeter and Karen CordaHugh and Carol CornBruce Costa and Margaret EwingDavid and Kandice CotnerThomas and Neva CotterRichard and Cheri CoxAnthony CrawfordCraig and Susan CrawfordDennis and Bonnie CrawfordBrian Crewsdon and Gloria CrewdsonBruce and Mary CrippenClay CrippenSteven and Marcia CristRichard and Mary CrosbyMark CrossCrowe Horwath LLPCrowley Fleck PLLPCarol CulverHoward CummeCVM Funds, LLCRoberta DahlSharon DallasDeloitte FoundationDoug DammSteven and Laura DanielTerry and Donna DanielAustin and Peggy DarkenwaldLisa DarlingtonMatthew DassowLisa DavisMichele DavisCameron DeatschRobert and Julia DeBarAnn DeeganStephen DeHoffRonald and Nancy DemingLeonard and Marjorie DeppmeierMahesh DhillonAlvan and Gwen DiamondLynn and Jeannee DickeyRobert DietzKari DillooJamie DixsonNorman and Susan DollhopfJames DolphDavid and Virginia Donohoe

James and Amy JoynerGary and Verlene KaiserElizabeth KalevaGary and Kari KasperIra KaufmanMarjorie KautzmanMartha KazuraMichael KehoePatrick KeileyDavid and Diane KempKal KennedyRobert and Elaine KennettBenjamin KieferLouis KinneyKirkland & Ellis FoundationElizabeth KleppelidLoey KnappWilliam and Cherrie KnickMonty and Patricia KnittelEllsworth and Jeanne KnutsonTimothy and Valerie KoberMarcella KocarTodd KoenigJoel Kola

Timothy and Jennifer DonovanDow Jones & CompanyChris and Denise DundonMyron and Angela DutenhofferKrista EastlickEaton CorporationE. Edwin and Joyce EckEdison InternationalJennifer EhmanDarrell and Sally EhrlickKaren EideEide Bailly LLPJohn EidelEiseman & TawneyPeter EldridgeWilliam and Nancy EllisonJohn and Marian EmersonRoss and Carol EmeryDavid and Goldie EngerBruce Ennis and Margaret DavisEpic Management Group Inc.Patricia EricksonGerald and Bobbie EvansJulie EvansF.R. Bean ManufacturingJim and Leslie FarmerRussell and Marlene FeistWally FeldtWilliam FelixRichard and Linda FellowsJerry and Susie FergusonFidelity Charitable Gift FundEdward and Kathleen FieldFirst Interstate BancSystem FoundationFirst Interstate Bank Wealth ManagementFirst Security BankEdward and Lynette FisherFred and Judy FlandersCharles and Norma FlanikWilliam FloerchingerAnthony and Linda FlynnJohn FooteRobert and Bonawee FordWilliam FoucherPamela FoyAndrea FrandsenKathy FrantzrebEric FrazeeSpencer FrederickRobert and Ellen FredricksonFreedom BankJon FreelandThomas and Sonal FrickleFront Street Capital ManagementFrontier Angel Fund, LLCCharles and Margaret FudgeGeorge FultzJena GardnerDonald GaumerScott GehrkeShirley GeorgeSteven GeorgeLinda Giammona-EggersGalusha, Higgins & Galusha

Sean and Rhonna KollenkarkJo Ann KoppAbbie KostonKPMG FoundationPerry KratsaRebecca KressBrent and Jill KruegerTheodore and Robin KruegerCarl and Hazel KuneyJett and Wendi KuntzReinhart and Martha KurtzLouis and Barbara KustudiaGregg KutzeraL.A. Design, Inc.Hayle LaFountainGary LakeClarke and Patricia LamontTerry and Angela LangBrian and Alexis LannanArt LathropDavid Lauckner and Cynthia KroeningLambros Real EstateLand Development & Management Inc.

Faculty Fellowships & professorshipspoe Family Faculty FellowshipMichael Braun

Deborah D. McWhinney Faculty FellowshipBambi Douma

Warren & Betsy Wilcox Faculty FellowshipDavid Firth

pat & Judy McDonald Faculty FellowshipJosh Herbold

Donald & Carol Jean Byrnes professorship keith Jakob

poe Family Distinguished Faculty FellowshipCameron lawrence

ron & Judy paige Faculty FellowshipClay looney

rudyard B. goode professorshiptim Manuel

rosemary & William gallagher Distinguished Faculty FellowshipJakki Mohr

KpMg Faculty FellowshipRon premuroso

John & Kathleen Connors Faculty Fellowshipklaus uhlenbruck

In Appreciation of our Donors


James and Janelle PinsoneaultLawrence PitetH. Ronald PittCathryn PlumPlum Creek FoundationJohn and Dale PlunkettDonna PoggiDeAnna PolingTrina PonceGregory PoppPortland General ElectricMarilyn PorterDuane PortwoodJ. Alan and Sarah PostThomas and Joyce PowersPPL Energy PlusRonald PremurosoWalter and Mary PresserJulie ProctorProfessional Property Management, Inc.PWILloyd and Janel QueenRBC Wealth ManagementJerry and Cecilia RaaumHelay RahimiTerry and Rachel RasmussenBill and Melanie RasorAugie-Jo RecordsGeorge ReddingCarrie ReesRalph and Arlene ReesRoy and Carol RegelRandy and Debbie RegerReger PropertiesRobert and Barbara ReiderRobert and Carol RelitzRobin RennickRepublic Services of MontanaRepublic Services, Inc.Michael ReynoldsKerri RidenourRalph and Janet RipkeDale RitterBrian and Kimera RobertsonRita RobertsonEdward RobinsonOwen RobinsonThomas and Kathy RobinsonRobert and Alice RomekH. Leon and Linda RorieGregory RorvikAndrew RosenthalCharles and Micheleyn RossJames and Elizabeth RossLarry and Jo RowlandKatherine RoyalWilliam RuegamerShelly RushRobert and Nadine RuskRobert and Sherry RusunenGary RyanThomas RyggS.G.L. Investment Advisors Inc.Salesforce.com FoundationRichard Saltus

Howard and Joan SandfordPaul and Linda SandvigDavid SatherDavid L. Sather Jr., CPAKent and Vicki SaxbyJohn and Mary SchaffMarjorie Mosher Schmidt FoundationRenata SchroeppelMario SchulzkeSCL Health SystemJohn Scott and Amy Wilson ScottJames ScovilleTerry and Karen ScrenarDonald and Joanne SeeseSeese TrustJohn and Lauren SeidlCurt ShafferRalph ShaneSharkTECH Internet ServicesHenry and Melanie ShearerMichael SheldonRay and Joyce SheldonBradley ShepherdTerry SheppardJoseph and Cherie ShevlinMarjory ShiellJay and Alice ShilhanekJay Shilhanek, Inc. P.S.Nader and Nancy ShooshtariDonald ShurrSilicon Valley Community FoundationPatrick SimonsThomas and Michelle SinasLloyd and Cheryl SinclairJames SkinnerRyan SkinnerJames SloanLois SmeltzerBrett and Sharon SmithCraig and Leanne SmithDonna SmithDouglas SmithJames SmrckaKate SnellingKristen SohlbergWilliam and Ellen SolemCharles and Jo Lynn SommersDonald and Kathleen SpritzerGordon and Jill SpunichM. Dale and JoAnn StanhopeJohn and Patricia StarkState Farm InsuranceGary StaudingerHarvey and Ila SteenAdam SteffenJack and Virginia StellingChristopher StephensMark StermitzJeannette Stewart-PittmanElizabeth StinchfieldRonnie StinsonWillard and Claudia StongJustin StrattonDean and Sally StumvollDaniel and Mary SullivanEugene Braun and Mary Gail Sullivan

Rick and Judi SullivanRuss and Lisa SvingenRussell and Arlene SvingenRoss SwansonMax and Betty Swanson FoundationLowell and Karen SwensonKenton SwiftArthur TadejTalent Buyers NetworkCarl and Lorna TanbergLee and Mary Jane TangedahlKathleen TarkalsonJacob TaylorNicholas TeelTerraEchos IncJames ThomasMark and Carol ThomasGeorge ThompsonJack and Janice ThompsonWilliam ThompsonRoger and June ThomsenBarton and Marilyn ThomteKen and Carol ThuerbachStephen Mathers and Dianna TicknerMichael and Gloria TillemanSuzanne TillemanWilliam TiritilliLarry and Susan ToderCary and Elaine ToepkeRudy and Teresa TomichNed Tomsheck and Sarah HitemanSean TorcasiGary TownerJim and Deborah ToyToyota USA FoundationTrader BrothersTodd TregidgaJohn and Mary Ellen TurmellUBS Financial Services Matching Gift ProgramRandy UelandUM BookstoreUnited Way of King CountyUniversity Faculty AssociationRandolph UrbanecUS Bank FoundationVanguard Charitable Endowment ProgramThomas and Kathleen Van MeterPhillip and Cheryl Van NessVictor VelkDavid and Ellen VellengaMario VenturoVerizon FoundationDavid Severson and Gail VerlanicWilliam and Mary VickorenDavid ViolettGerhard and Ursula Von der RuhrDouglas and Kimberly WagnerLaura WagnerMary Lou WagnerWahlberg Family Property LLCNeil WakleyTimothy and Kathy WaldoJody WallickVera Walters

Mary WamsleyShirley WarehimeKyle and Janelle WashingtonDonald and Patricia WatneRichard and Dolores WellensteinWells Fargo Educational Matching Gift ProgramWestern States InsuranceWhatley FoundationJ. Anthony and Linda WhatleyChristopher WheelandJohn and Wanda WheelerMatthew and Kathleen WhetzelAlan and Kathleen WhiteGary and Veda WhitmanJoseph Whittinghill and Blake TakamuraDavid WhittleRichard WiebkeJames and Linda WierWarren and Betsy Ross WilcoxThomas WilkPeter and Michelle WilkinsJeff and Jonna WilkinsonThomas and Deborrah WillardJohn Williams and Debra Shaler-WilliamsJoseph WilliamsTheodore and Peggy WilliamsTamara Williams-McMahonCody WilsonDouglas and Shirley WilsonCharles and Mary WinfieldJason WinshipWendy WinsorDonald and Elaine WitmerEric and Carla WoehlerJames and Mary WontorMargaret WooSeth WoodhouseDonald and Ellen WulfTimothy and Kristen WynneRonald and Amy YatesPaul and Tamara YedinakKelly ZantoCheryl ZinneKimberly ZippElaine Zipperian

Cameron and Kristi LawrenceJoseph and Antoinette LawsonJanna LeafGlen and Mary LeavittThomas Lemcke and Tamara KeffelerSaundra LemmerShawn and Rebecca LeProwseDean LetcherSherry LiikalaRex and Sharyn LincolnClayton and Lonna LinnellRalph LintzRichard LloydTed and Lavonne LloydC. Bruce and Sally LobleJames and Barbara LohnTerry LongTimothy LongTed LovecR. Gregg LovellChristopher and Susan LoyRichard LucasAlvin LudwigJeff and Renee LundJohn LuseCallen MacConnelScott and Kelly MacDonaldAlistair and Connie MacMillan

H. Reed MadisonCharles and Linda MaetzoldDebra MaguresTricia MaloneyEric and Susan ManegoldTimothy ManuelMarket on Front LLCClaudia MartinTamara MartinEd and Margaret MatteucciDavid Mathew MatzerKorla McAlpineEdwin and Heidi McClainJames and Theresa McDonaldPeter and Paula McDonaldDawn McGeeTimothy McGeeMichael McGiboneyMichael McGillisPatrick McGrathStephen and Sue McGrathKerry McInerneyTyler McIntyre and Kelsey Orizotti-McIntyreJames and Sandra McKeonBill and Edna McKinleyRick and Amanda McLuskieAlexander and Caprice McMahan

Peter McNameeMelvin and Jami McNeaCasey McNellisWilliam and Bertha McVicarsTimothy MehrensJohn and Amanda MelgaardCharla MerjaMartin MeyerMicrosoft CorporationMason and Darlene MikkolaMary Anne MilesWilliam and Doris MillerRobert and Mary MillerDonald and Barbara MinnerMissoula Club, Inc.Missoula Community FoundationMissoula Economic PartnershipMissoula Federal Credit UnionBill MitchellWilliam and Christine MitchellSamantha MizeJakki MohrFred MolthenMontana Ambassadors, Inc.Montana Bankers AssociationMontana BarMontana Chamber FoundationMontana Community Development CorporationMontana Health CooperativeMontana Society of CPAsMontana Society of CPAs Missoula ChapterMontana Technology Enterprise CenterRobert and Tina MontgomeryRobert and Gayle MoonNorma MooreThe Moore TrustScott and Diane MoothartRoy and Debra MorrisTeresa MoserDavid and Barbara MossMountain West BankMTB Management, Inc.Rachel Mower-RinehartRobert and Barbara MuirFletcher and Karen MulvaneyMuralt Family FoundationMuralt’s, Inc.Zane MurfittDaniel MurphyJames MurphyKelly MurphyMartin and Nadine MutchArne and Vikki MysseSteven and Bonnie NagodeGary and Marcia NelsonSandi NelsonShaun and Ellen NesbittNetwork For GoodClyde and Judith NeuJohn and Martha NeumanJoseph NevinDallas and Andrea NewsomeMark and Mary Nicholls

Gib and Sarah NicholsWilliam and Nancy NicholsStuart and Janie NicholsonAlan NikolaisenJoshua NikolaisenPaul NisbetRonald NolandNoon’s Food StoresScott NordbergStan NordwickJeffery and Stefany NorthcuttNorthWestern EnergyNorthwestern Mutual FoundationCraig and Brenda NullinerBob and Mary NyeIan O ReillyT. H. and Mary Jo ObayashiFrancine O’BoyleJeffrey Darin O’BrienHoward and Maureen OchiClint OhmanJoseph O’LearyTim O’Leary and Michelle CardinalMary & Greg OlsonRobert OlsonIvan O’NeilDean and Lorry O’NeillOracle CorporationRichard OrestadPeter and Carol OrmsonJerry and Arlene OsburnsenNicholas Kemp and Kay OsburnsenRaymond and Natha OstbyRaymond K. & Natha Ostby FoundationDavid OttolinoAlyce OwenPacific Steel & RecyclingE. William and Bev ParkerPartners Creative, Inc.John PatrickKrista PaulPatrick and Candice PayneTerry and Patt PayneWilliam and Pamela PayneMichaele PeabodyDan and Kathryn PechaC. and Ernestine PedersenDon and Beryl PehlkeMichael PelattHerbert and Verna PennerJames and Barbara PennerPepsi Bottling Ventures Matching Education Gift ProgramTessa PeressiniRock and Janeil PerkinsJohn PerrosEdward and Darlene PetersonRobert and Sylvia PetersonRonald PetrickNorton PetrovichDon and Eileen PettigrewStephen and Ann PhelpsRuss and Jayne PiazzaDavid and Julia Pierce

named opportunity Funds• o’leary/Cardinal opportunity Fund for

Marketing analytics• John and Kathleen Connors

Business opportunity Fund• Jim and Becky Cote soBa opportunity Fund• robert r. and lela M. Mountain endowment• harold and priscilla gilkey executive

lecture series endowment• William allen international Business endowment• nils a. ribi endowment• W.J. and rosemary gallagher Memorial Fund• thomas s hines Jr. and sandra J. hines

soBa opportunity Fund• school of Business administration opportunity Fund• the gilkey Center opportunity Fund• John and ellen MacMillan opportunity Fund• Kenneth hufford and helen huxley hufford

opportunity Fund• patrick and Judy McDonald opportunity Fund• Boynton and helen paige endowment• John ruffatto award endowment• poe Family opportunity Fund

Every gift is truly appreciated, and allows us to meet our ever growing needs. Listed are alumni and friends who contributed between July 1, 2012 and June 30, 2013. If you notice an error, please contact us and accept our heartfelt apologies.

partners for excellencep a r t n e r s f o r e x c e l l e n c e

39 | D e A n ’ s R e p o R t 2 0 1 3 - 2 0 1 4

accounting and Finance Faculty scholarship

Montana First Credit union Mabel allen Memorial scholarship

anderson ZurMuehlen & Co., p.C. scholarship

Beta alpha psi scholarship

Big sky Chapter of the association of Certified Fraud examiners (aCFe) scholarship

Dr. paul B. Blomgren, Dean emeritus scholarship

Bill and genevieve Boisvert scholarship

Bill and phyllis Bouchee scholarship

John and sheila Buchanan scholarship

Douglas a. Buckingham Memorial scholarship in accounting

Jack and nancy Burke scholarship in Business

Byrne accounting scholarship

Donald J. Byrnes Memorial scholarship

paul and nancy Caine/schilling international Business scholarship

howard J. and grace D. Carroll Memorial scholarship

Junies Chase scholarship

Marva Kirby Christian scholarship

Frank C. and adah M. Clapp Memorial scholarship

John and Donna Cloud scholarship

Dan and sue Connors scholarship

John and Kathleen Connors american indian Business leaders student scholarship

J.e. Corette Memorial scholarship

Davidson Companies scholarshipKenneth h. Davis endowed scholarship

patricia pump Douglas accounting scholarship

eide Bailly, llp scholarship

David and goldie enger soBa athlete scholarship

everett C. elliott Memorial scholarship

rhoda harrington Farris scholarship

raymond C. Feldt Memorial scholarship

hal Fraser Community leadership scholarship

D. scott Frizzell Memorial scholarship

galusha, higgins & galusha scholarship

James and Maggie gleason scholarship

harold hanson scholarship

John ace hitzeman scholarship

louise i. Voorhees hoback scholarship

William and shirleyann horning scholarship

Junkermier, Clark, Campanella, stevens, p.C. Cpa’s scholarship

harrison palmer Kellum scholarship

helen and Dan Kidder endowed scholarship

Benhart h. and louise h. Kero scholarship

louis F. Kinney scholarship

ida M. Kober scholarship

KpMg llp scholarship

lake Missoula Chapter, association of government accountants scholarship

terry and angela lang Work pays scholarship

scott MacDonald Memorial scholarship

James and Joy Mariska Business scholarship

Mark and Carrie Matsko scholarship

Dean’s soBa MBa scholarship

Don Mcgonigle Memorial scholarship

Misa (Montana information systems association) scholarship

Missoula Chapter, Montana society of Certified public accountants scholarship

Bill and avis Mitchell Business scholarship

Montana Bankers association 25 Year Club

Montana society of Certified public accountants scholarship

ivan and shirley nelson scholarship

northWestern energy scholarship

o’leary/Cardinal Family scholarship

erik Jon osburnsen Memorial scholarship

raymond K. and natha ostby scholarship

rock and Janeil perkins scholarship

arnold peterson Marketing scholarship

poe Family scholarship

Derek W. price scholarship

robert l. prigge scholarship endowment

Mary M. “peggy” Ford rockwell scholarship

richard a. rolando scholarship

soBa Faculty scholarship

Carmen Cobb stufft Memorial scholarship

Max and Betty swanson Memorial Business scholarship

touch america Business scholarship

tractor and equipment Co. scholarship

Joe and Jackie Valacich Mis scholarship

uM alumni @ Microsoft scholarship

neil F. Wakley scholarship in Business

Dorothy Campbell Wallace scholarship

Brenda Farrell and M.B. (scotty) Wilson Memorial scholarship

Scholarship Awards2013 scholarship Awards ($260,000 total)GILKEy CENTER FOR ExECuTIvE EDuCATIONThe Gilkey Center is the vision of university of Montana alumni Harold and Priscilla Gilkey, who, in acknowledging the power of mentors and role models in their own professional and personal achievements, wish to inspire and educate the business leaders of tomorrow. Slated to open in 2015, the center will provide a regional venue to help foster business development as well as new opportunities in leadership, entrepreneurship and executive education - all ingredients for a thriving regional business environment.The final construction drawings are underway, and construction is scheduled to begin summer 2014.

Charles and Lynette AinslieBank of MontanaNed M. BarnesRodney W. BarnettDonald N. BauhoferBDO Seidman, LLPKatherine BergerDavid and Cherie BobbittThomas H. and Ann BooneDonald and Shirley BrickleyRobert and Bettina BurkeJ. Jack and Nancy Calvert BurkeGlen and Sharilyn CampbellCitigroup FoundationRaymond and Amy Stafford CosmanJim and Becky CoteDaniel Warren McGowan MemorialIan and Nancy DavidsonGeorge M. and Jane I. DennisonTom DevenyWilliam L. EisenhartJames P. FugateLarry and Dee Dee GianchettaPriscilla L. and Harold B. GilkeyJanet and Duane GilkeyGolf Savings Bank

Paul and Betty HaackDayne and Judi HannaHanna & Associates, Inc.John M. and virginia J. HarlowBrad and Terri HerronLinda L. and Kermit K. HouserThe Ingold FamilyWilliam and Cherrie KnickSean and Rhonna KollenkarkPeter KolokotronesHelen KolokotronesJim Kolokotrones and Norma SotomayorJacques KoppelRobert D. and Renee LarrabeeLawrence A. Wertz Children’s TrustL’Heureux-Page-Werner, PCStephen M. L’Heureux and Carol BradleyEd and Peggy MatteucciJudith C. and Sam E. McDonald Jr. Family TrustGreg McFaul and Loreen Leonard McFaulJakki MohrDr. Leroy M. Moline Jr. and Patricia Walker MolineDonald C. and Patricia OrlichDarren Orr

Pacific Steel & RecyclingPhil R. and Stella PalmBill and Cheryl PapeshLloyd and Janel QueenDianne E. SpiresGregory K. StahlRon and Heidi StanleySterling Financial CorporationMax and Betty Swanson FoundationJoseph T. and Carolyn E. SwindlehurstWilliam D. SymmesMartin David and Patrice K. TecklerRaymon F. and Ladeine A. ThompsonWarren F. and Jane F. vaughanSharon L. vegaDavid O. and Donna WallaceWendy’s of Montana Foundations, Inc.Tony Wertz and Grace DanielJoseph Whittinghill and Blake TakamuraA. Warren and Betsy Ross WilcoxEzra A. and Cindy R. WilliamsWitherspoon, Kelley, Davenport & TooleRonald J. yates Jr. and Amy L. yatesPaul and Tamara yedinakBill and Carole Zuppe

partners for excellencep a r t n e r s f o r e x c e l l e n c e

Gilkey Center Investors

D e A n ’ s R e p o R t 2 0 1 3 - 2 0 1 4 | 40


where are they now?w h e r e a r e t h e y n o w ?Don Stanway, ‘52, continues to run his family business, A &

I Distributors. Don writes that he is “ still working every day but ‘down to half days--7AM to 7PM, 7 days a week.’” Don and his wife, Dollee, reside in Billings. Don still finds time to play trombone in the UM Alumni Band, marching in the Homecoming Parade for the past 25 years.

Jack Callahan, ‘54, retired from AXA-Equitable in 2011 after an

aerospace career with Douglas/McDonnell/Boeing. Jack lives in North Tustin, CA with his wife, Eva, and their five grandchildren keep them busy.

Although Dale Mahlum, ‘56, is officially retired, he still raises

horses and works for the state as a member of the Montana Board of Horse Racing.

Joe Morris, ‘57, and his wife, Sallie, still live in Butte America,

and celebrated their 60th wedding anniversary in September 2013. They enjoy retirement and stay active supporting various local nonprofits.

Roy H. Bowman, ‘57 is retired and loving it!

Shirley Spurgeon, ‘61, is in her 53rd year of teaching, and currently

teaches family and consumer sciences classes at the alternative high school in Kalispell. Shirley is married to Clinton “Bill” Spurgeon and they have one daughter.

Gary Gallaher, ‘63, spends his retirement managing a

vacation rental cabin at The Sea Ranch, CA and operates a part time home repair (handyman) business in Orinda, CA.

Melvin R. Good, ‘64, worked as a Supply Officer in the U.S.

Navy Supply Corps and later had a career in residential lending. He now enjoys following the Griz football team’s success and spending time with family.

William L. Felix, Jr., ‘61, ‘64 MS, retired from the University of Arizona in 2011 as the Eller Professor of Accounting Emeritus. He and his wife, Darlene, are enjoying easing into retirement.

Charles G. Hubbard, ‘66, is enjoying retirement on the shores

of Echo Lake, where he loves the view and community of the wonderful Flathead Valley.

Arvid Mostad, ‘68, and his wife, Shirlee Christensen, own

Mostad and Christensen, Inc., a publishing company that provides marketing materials to CPA firms. They live in in Oak Harbor, WA. Grady Plemmons, ‘68, retired from the Frigidaire Co. in 2005. Grady and his wife live most of the year in Turner, OR (outside of Salem), and spend winters in Arizona.

James M. McDonald, ‘69, is the CFO for St. Labre Indian School

Educational Association located in Ashland, MT. He plans to retire this year and live at his house south of Lolo so he can enjoy the Missoula area again.

Ron Ratcliff, ‘71, enjoyed a 31 year career in the Navy, which

included teaching at the Ecole Navale in Brest France, serving as a military attaché at the U.S. Embassy in Kuala Lumpur Malaysia, command of a guided missile frigate and professor at the Naval War College in Newport, RI, where he continues to teach as a civilian. Ron returned to the classroom as a student and earned a Ph.D. in Humanities from Salve Regina University in 2008.

Ann Cade Phelps, ‘72, received a life-saving kidney transplant last

year and feels blessed to be able to watch her son, Thomas Cade Phelps, age 20, enjoy college life at Sonoma State University.

Patrick Shannon, ‘70, ‘72 MS, is Dean of the College of Business and Economics at Boise State University. He has been a professor of statistics and operations management there since 1974.

C Max Murphy, ‘74, owns radio stations in both Missoula and

Bozeman, and writes, “the fun with the two Universities is unlimited.” Go Griz!

Douglas Nissen, ‘75, lives in Evanston, WY where he is President

of 1st Bank, a division of Glacier Bank which is headquartered in Kalispell. Cindy Gustafson, ‘75, is CFO for WashingtonSTEM, a not-for-profit in the education reform space that is working to close the skills gap in Washington state. She and her husband, Tom Chatriand, have two grown children.

Karen Zanol, ‘77, is a CPA at Cordell, Neher & Co., PLLC, where

she has worked for 27 years. She lives in Wenatchee, WA with her husband, Tim. They have two children and two grandchildren.

Edwin Harris, ‘78 MBA, is now retired after a long and successful

career in various healthcare financial positions. He enjoys living in two locations depending on the season; New River, AZ and Kila, MT. Edwin has fond memories of his classmates and Dean Gianchetta’s graduate statistics class.

N. Leroy Kauffman, ‘78, earned a Ph.D. from The Ohio State University and has taught at Eastern Mennonite University, The Ohio State University, Virginia Tech and Western Carolina University. At Western Carolina University, he served as Associate Dean and Dean of the College of Business and currently has a full-time faculty role teaching accounting. Leroy still has an official picture of the Griz, which was a gift from the Athletic Department for a football stadium feasibility study in 1977, hanging on his living room wall.

Mike O’Neill, ‘80, has worked for Montana Power/NorthWestern

Energy since 1981. He is the Director of Organizational Development and Labor Relations. Karen Walker O’Neill, ‘80 has worked for Town Pump Corporation since 1981, where she is a senior accountant. Their daughter, Katie, plans to be married this August. Mike is currently the Chairman of the Board of Leadership Montana, President of the Montana State Golf Association and just finished a six-year term on the UM Foundation Board of Trustees. The O’Neills reside in Butte, MT.

Denise Grills, ‘80, lives in Denver with her husband of 29 years. The couple has two daughters in college. Denise has worked in Oracle’s JD Edwards Enterprise Resource Planning product line for the past 18 years. She is responsible for all product content including product marketing,

communications, events documentation and training for its product line. Denise comes from a real Griz family, as three sisters, two brothers-in-law and a niece also graduated from UM.

Tom Mellor, ‘80, retired in 2013 from a 20-year career with State Farm Insurance. Upon retiring from State Farm,Tom embarked on a second career in consulting to organizations that want to use agile-based software development processes - coaching their teams in the practices. Although his consulting business demands a great deal of travel, Tom, his wife, Maryann, and daughters, Lindsey (11), Kristen (9) and Amanda (6), call Bloomington, IL, home.

Russell Schmittou, ‘81, is CFO for McMillan Electric in

San Francisco.

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the score at homecoming

tailgate

Friends catch up at SoBA tailgate party.


V. Neal Nikolaisen, ‘81 MBA, retired after 24 years of being a statistician in the health care industry. He is looking forward to what the future holds.

Greg Sauber, ‘82,lives in Denver, CO, where he owns three

restaurants. The Washington Park Grille celebrated its 20th anniversary in April. Max Gill and Grille opened in the summer of 2006, and is a fine dining seafood restaurant. Last summer he opened Agave Taco Bar. All three restaurants are located in the Washington Park area of Denver, on a historic street known as Old South Gaylord.

Jim Auger, ‘82, is thrilled to be the co-owner of the Higgins Avenue Dairy Queen with Art and Jo Mandell. Jim was recently elected to serve on the UM Foundation Board of Trustees and is excited for the opportunity.

Jerome Morasko, ‘83, is President and CEO of Avita Health

System in Ohio.

Sydnie Salbador Sliker, ‘84, began her career in banking. After a

stint as a stay-at-home mom, she is currently the bookkeeper for her church, which keeps her very busy. She and her husband have a son in high school and a daughter in college on the East Coast.

Miriam Kroschel, ‘85, is a CPA and operates her own accounting

firm in Washington state. Her focus is helping small business and individuals with their accounting and taxes, and she loves it!

Maria Bishop-Carns, ‘86, has been with Bishop Insurance

Service her entire career. She began as its accountant and is now also involved in IT management and is a licensed insurance producer. Maria lives in Missoula with her husband, Ken Carns, and they have two grown sons.

John E. Davis, ‘86, is celebrating 19 years with Zep, Inc. where he is Director of Distribution, Western US – Canada. John and his wife of 25 years, Barbara, live in Temecula, CA, and have two daughters Elizabeth (16) and Christine (13).

Lisa Tedesco Maurer, ‘87, works for Citi Private Bank as a

Director in the North America Family Office Group. She lives in New York with her two daughters.

Steve Mauer, CPA, ‘87, is MauerPower Consulting, western Montana’s CFO by-the-hour, helping visionary entrepreneurs stay focused on the vision; improving people, policy, process, and profit.

Suzanne Gates Cannady, ‘89, was CFO for a pharmacy in

Polson when she decided to return to school and earn a pharmacy degree. Suzanne completed her Pharm.D. degree in 2004 and works for Fred Meyer Pharmacy in Yakima, WA.

Pat J. McHugh, ‘89, graduated from UM School of Law in 1994. He is the Executive Director of Business and Operations for Missoula County Public Schools.

Cynthia Brooks, ‘89, graduated from UM School of Law in 1992. She is the senior remediation counsel with the Montana Department of Environmental Quality, specializing in Superfund enforcement.

Kevin Michael Harwood, ‘91, lives in Ohio and works for Wayne-

Dalton. He and his wife have one son and own The Pauper’s Kottage, a candle shop.

Brian Mallory, ‘92, owns two companies: Mallory

Appraisals, which provides residential real estate property appraisals, and Mallory Property Tax Advisors, which provides property tax appeal services. He lives in Memphis, TN.

Daniel Astle, ‘92, works as a Business Planning Specialist for The Avitus Group in Denver, CO. Daniel is married to Danchen Yi, ‘96 MAcct, a Commercial Real Estate Agent for Dunton Commercial.

Donya Haas, ‘93, lives in Kent, WA, where she is a finance

manager. She recently started a new business, Double Dee Cupcakes.

Alain Burrese, ‘94, graduated from UM School of Law in 2001.

He is a writer, speaker and mediator and has written six books and created 11 DVDs thus far, and continues to expand his Safety and Black Belt Communicator programs.

Angela Previte-Barnhouse, ‘95, is Executive Officer at the

Bitterroot Building Industry Association in Hamilton, MT. In 2010, she and her husband, Glen, opened their own excavation business in Missoula, Dig It Excavating, Inc.

Shannon Noble, ‘97, is an Employment Specialist for the

Disabled Veterans Outreach Program at the Missoula Job Service.

Kelly Murphy, ‘99, spent 14 years living in San Francisco and Seattle

while working for Accenture. Last July he and his wife purchased a State Liquor Store in his hometown of Kalispell, MT. Kelly also works remotely for Liberty Mutual Insurance as a Special Projects Manager. Life is busy between the store, job and two young kids ages 1 and 3, but they are excited to be back in Montana. Go Griz!

Michael Sanderson, ‘00, is President/CEO of Sanderson

Stewart, a community development services firm. He lives in Billings, MT.

Brendan Nicholas, ‘01, lives in San Diego, CA, where he is

an Information Technology Recruiter for a small firm called AbleForce, Inc. Brendan is engaged to be married and he and his fiance are expecting their first child in June 2014.

Andrea Pierce, ‘01, is a business relationship manager for Wells Fargo Bank in Great Falls, MT. She hopes to transfer back to Missoula soon.

Tera Poindexter, ‘01, is happy to still reside and work in beautiful Missoula. She is the General Manager of StoneCreek Lodge and serves on the Grizzly Scholarship Association’s Board of Directors.

James Dallner, ‘02, graduated from UM School of Law in 2005.

He is a partner in the firm Lathrop & Gage, LLP, and his practice is split between intellectual property litigation and general commercial litigation. James lives in Denver, CO.

Mike Ross, ‘02, works as a Systems Engineer for a Fargo, ND-based company, High Point Networks, out of its Billings office. His wife, Bethanne Clark-Ross, works at Wells Fargo as a Loan Administrator Manager and is a current off-campus MBA student.

Fredrik Lindahl, ‘03, is CEO of Flightradar24, a

Stockholm, Sweden-based flight tracking service that provides positional data for aircraft around the world.

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Kristen Kennedy, ‘04 MBA, is Director of Development for the

College of Liberal Arts at the University of Nevada, Reno.

Jesse Stiles, ‘04, is a Store Development Leader with Dominos Pizza and lives in Denver, CO.

Brandon Holmes, ‘04, started his own business, Holmes Real Estate Appraisal Co., located in Stevensville, MT. In November 2013 Brandon earned MAI designation from the Appraisal Institute. He resides in Stevensville with his wife and three children.

where are they now?w h e r e a r e t h e y n o w ?

The place to be: SoBA tailgate

Standing room only at SoBA tailgate.

The famous SoBA jambalaya.


Terry Lang, ‘04, and his wife, Angela, recently relocated to Denver, CO where Angela received a teaching position. Terry transfered with Verizon Wireless and is in a selective leadership program. Additionally, Terry received national recognition through the company’s “Rock Star” program in 2013. Terry and Angela recently welcomed into the Grizzly and Lang families their first son, Benjamin Donald Lang.

Craig Coyle, ‘04, is furthering his education at the University of Idaho, where he is studying Agricultural Science, Communications and Leadership. Craig writes that he is, “proud to be a Griz and always a Griz.”

Robyn Berg, ‘05, is the Fiscal & Academic Affairs Assistant to the

Chair in the Computer Science Department at UM.

Coley M. Jones, ‘06, is Finance Manager at Karl Tyler Chevrolet in

Missoula. Coley writes, “I love my job and credit many of my talents to the UM School of Business.”

Kali Lindner, ‘06, created OULA, a one-hour high energy dance workout named afer her hometown of Missoula. OULA has been around since 2010 and has developed a dedicated following nationally.

Ashley Corbally, ‘06, and several colleagues, own their own financial services business that is affiliated with Northern Rockies Financial Group in Missoula. Ashley and her husband, Jason, have a 3-year-old son, Peyton, who keeps them on their toes.

Mariana Luminita Nicolae, ‘06 MBA, earned a Ph.D. in Business Administration (Operations Management emphasis) at the University of South Carolina. She is an Assistant Professor of Operations and Supply Chain Management at Eastern Michigan University.

Stephanie Krebs-Anderson, ‘07, lives in Spokane, WA, with

her husband, Colin Anderson, where she works as a Staff Attorney for Clearwater Paper Corporation. Her practice includes commercial contracts, environmental compliance, health and safety compliance and litigation management.

Jacob Krebs, ‘07, manages Analytics and Business Intelligence Reporting for Kiewit Corporation in Omaha, NE. He is married to his lovely wife, Melissa, and has a wonderful son, Hank, who turned one in April. With all of this excitement he still tries to get in some biking, although most tends to be road riding since the mountain biking in Nebraska is just not the same as western Montana!

Tiffany N. Kuehn, ‘07 MAcct, began her career in KPMG’s Portland, OR, office as an audit associate. She was promoted to Audit Manager in 2012, specializing in the healthcare/higher education industry. Last June, Tiffany and her husband returned home to Missoula where she works as UM’s Internal Audit Manager.

Derek Duncan, ‘09, lives in Colorado where he works

as a senior analyst for marketing and communications at the University of Denver. While at DU, Derek is pursuing his MBA.

Ryan Jellesed, ‘10, works for Boeing Commercial Airplanes

in Seattle as an IT Integrations Project Manager.

Caleb Senn, ‘05, ‘10 MBA, is Compliance Officer and Marketing Officer for the Family of Banks in Montana. He is President Elect of Bitterroot Valley Kiwanis and writes that he is “proud of my education and experience/opportunities I gained from SoBA.”

Daniel Thurman, ‘10 MBA, is a Combat Systems Officer in the United States Air Force.

Walter Kelly, ‘11, is an account executive for the Denver Outlaws

professional lacrosse team. The team is owned by Pat Bowlen and plays at Sports Authority Field at Mile High.

Elizabeth Lathrop, ‘11, lives in San Francisco and works as a Project Manager at Macys.com. She has maintained her ties to Missoula through serving as the Director of Public Relations and IT for Dress for Success Missoula, a nonprofit aimed at helping disadvantaged women by providing professional attire, a network of support and the career development tools to help women thrive in work and in life.

Zachary Horat, ‘11, is working in private equity at Partners Group, a global private markets investment firm. He relocated to San Francisco after two-and-a-half years in New York City.

Anthony Barille, ‘11, works as a Technical Sergeant in the Montana Air National Guard.

Kristi Shettel, ‘11 MBA, lives in Havre, MT, where she is the Director of Admissions and Recruitment at MSU-Northern in Havre.

Travis Hannon, ‘12, lives in Seattle and works for startup

Smartsheet. Smartsheet is a cloud based project management solution.

Trent Hanson, ‘12, works as an insurance broker with Hanson Insurance Group in its Corvallis, OR, office. Trent recently bought his first home and is enjoying making it his own. Trent writes, “I have made many connections and had positive responses from people who have associated with and visited the University of Montana and SoBA.”

Alette Boogman, ‘12, moved to Los Angeles after graduation and interned at Filter Magazine and Epitaph Records, worked at American Apparel Corporate and played cello for Dia Frampton. In January 2014, she became the Marketing Coordinator for Tom’s Shoes in its EMEA Headquarters in Amsterdam.

Mark Shirley, ‘13, is assistant controller for Johnson Brothers

Companies. He is currently taking the CPA exam.

Jordan Marvin, ‘13, lives in Bend, OR, where he manages the e-commerce and marketing operations for an emerging product line and company, The Wrapper Slapper.

Ivy Dong, ‘13 Pharm.D./MBA, is a pharmacist at Safeway in Phoenix, AZ.

Saskia Boogman, ‘08, ‘13 MBA, was hired as Marketing and Media Manager for All American EFX Sport, a sport supplement company in Billings, MT.

Shanice R. Waldo, ‘11, ‘13 MAcct, successfully passed all CPA exams. She lives in Kalispell, MT, where she works for Joseph Eve CPAs as a consultant. Joseph Eve resells and implements cloud accounting software and Shanice is thrilled to get to use both her MIS and accounting backgrounds.

Austin P. Rust, ‘13, works for KPMG’s IT Attestation practice in its Portland, OR office. He takes advantage of all the travel by visiting old friends and going to new breweries in the cities he works in.

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where are they now?w h e r e a r e t h e y n o w ?

Tailgating is a family affair.

Griz fans start young.

Paul and Kathy Polzin

Jack Morton shares the secret to chopping jambalaya ingredients with Ron Melanson.

School of Business Administration

“We cannot live only for ourselves. A thousand fibers connect us with our fellow men; and among

those fibers, as sympathetic threads, our actions run as causes, and they come back to us as effects.”

– Herman Melville

Gallagher Business Building (MBuA01)Missoula, MT 59812

photo by Josh sanders

business.umt.edu

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