Dr. Greg Filbeck, Cfa, Frm, Caia, Cipm, Fdp, Prm, Prp Email & Phone Number

Erie, Pennsylvania, United States

Erie, Pennsylvania, United States

• Promote a climate of collegiality among the campus community that is supportive of all faculty, staff, and students and allows them to reach their fullest potential as participants in a richly varied society. * Creates a positive and productive workplace atmosphere that includes faculty members and staff consultation as an integral part of decision-making processes.• Act as a strategic advancer for Penn State Behrend, working closely with the Chancellor, College Leadership, faculty… Show more • Promote a climate of collegiality among the campus community that is supportive of all faculty, staff, and students and allows them to reach their fullest potential as participants in a richly varied society. * Creates a positive and productive workplace atmosphere that includes faculty members and staff consultation as an integral part of decision-making processes.• Act as a strategic advancer for Penn State Behrend, working closely with the Chancellor, College Leadership, faculty, and staff to advance Behrend strategic initiatives.• Implement strategies to achieve Behrend’s academic goals, while facilitating and encouraging innovation and entrepreneurial thinking.• Manage and oversee the Behrend Honors Program, the Schreyer’s Honors Program at Behrend, Academic Advising Center, the Registrar’s Office, the Center for E-Learning Initiatives, the Center for Teaching Initiatives, the Learning Resource Center, and the Lilley Library.• Collaborate with faculty, School Directors and Chancellor to determine curricular program mix, including development and timelines for development of new programs, modification of existing programs, and oversight of College and University processes for curricular change.• Collaborate with Vice Chancellor of Research and Graduates Studies to ensure alignment with research needs, graduate programs, and school/college initiatives.• Serve as administrative liaison with the Behrend College’s Faculty Senate. Work with the elected officers to help them develop charges, as well as fulfill legislative and consultative duties.• Advance and support the diversity of the student body, the faculty, and staff of Penn State Behrend. • Collaborate with School Directors on analysis, evaluation, quality, efficiency, and effectiveness ofcurricular program delivery including assessment required for accreditation of academic programs. Show less

FIN 301 (Corporation Finance), FIN 427 (Derivatives), FIN 451 (Intermediate Financial Management), FIN 481 (Advanced Financial Analysis), FIN 496 (Financial Ethics), FIN 496 (Equity Analysis), FIN 496 (Alternative Investments), BADM 501 (Cost, Competition, and Market Performance), iMBA 532 (Risk Management), iMBA 574 (Financial Decision Making)

Erie, Pennsylvania Area

• Serves as chief academic and administrative officer of the School and reports to the Penn State Behrend Chancellor’s Office. • Oversees accreditation process for AACSB International • Oversees a faculty of 60 including direct reporting responsibilities for a 12-member leadership team • Holds oversight responsibilities for nine undergraduate majors and the graduate MBA, Master of Professional Accounting and Master of Project Management programs. • Oversees the development and… Show more • Serves as chief academic and administrative officer of the School and reports to the Penn State Behrend Chancellor’s Office. • Oversees accreditation process for AACSB International • Oversees a faculty of 60 including direct reporting responsibilities for a 12-member leadership team • Holds oversight responsibilities for nine undergraduate majors and the graduate MBA, Master of Professional Accounting and Master of Project Management programs. • Oversees the development and delivery of the University’s internationally ranked online MBA program as well as the undergraduate finance program through the University’s World Campus. • Oversees the budget for a $28 million endowment, which supports undergraduate scholarships, graduate fellowships, library and information technology resources, executive education, faculty chairs, and several outreach centers including the Economic Research Institute of Erie, Partnership Erie, and the Enterprise Resource Planning Center of Excellence. • Responsible for overseeing the planning and execution of the strategic planning process. Show less

Erie, Pa

• Supervise 17 faculty members across three academic disciplines• Increased Finance major enrollments from fourth to first in business • Revised Finance major to create areas of specialization, including introduction of four new finance courses.• Developed four certificate programs (Actuarial Science, Financial Risk Management (mapped to the FRM exam), Entrepreneurship, and Financial Services Sales) in cross-disciplinary collaborations• Applied and awarded status as University… Show more • Supervise 17 faculty members across three academic disciplines• Increased Finance major enrollments from fourth to first in business • Revised Finance major to create areas of specialization, including introduction of four new finance courses.• Developed four certificate programs (Actuarial Science, Financial Risk Management (mapped to the FRM exam), Entrepreneurship, and Financial Services Sales) in cross-disciplinary collaborations• Applied and awarded status as University Recognized Partnership program with the CFA Institute; coach of Investment Research Challenge team• Created and maintain social networking sites for alumni and existing students, maintaining relationships with 90 percent of our finance alumni• Created a Finance Speaker Series bringing in 3-4 marque programs annually since 2007.• Created and distribute quarterly newsletters for students and alumni in finance (since 2007), accounting (since 2012) and economics.• Mentored and published over 20 refereed publications with every tenure-track member in finance and with colleagues in management, MIS, and engineering. • Advise Financial Management Association student chapter• Supported implementation of Student Managed Fund Show less

Erie, Pa

• Implement school’s strategic priorities as they relate to UG business programs• Oversee all aspects – recruitment, retention, program quality, placement success - of undergraduate business programs • Develop and implement a curriculum review cycle and process for UG programs • Execute value adding curricular and co-curricular activities for UG business programs • Coordinate with Chair, Research & Accreditation on AACSB tasks relating to UG programs • Coordinate new UG… Show more • Implement school’s strategic priorities as they relate to UG business programs• Oversee all aspects – recruitment, retention, program quality, placement success - of undergraduate business programs • Develop and implement a curriculum review cycle and process for UG programs • Execute value adding curricular and co-curricular activities for UG business programs • Coordinate with Chair, Research & Accreditation on AACSB tasks relating to UG programs • Coordinate new UG program efforts with the Associate Dean for Academic Programs • Work with marketing & communication to promote UG business program(s) • Review and approve student academic contracts that are developed by area/program chairs • Assist the director to develop, update and enforce faculty policies (P&T, Annual Evaluation, Course Buyout, etc…) and academic processes aligned with the mission and vision of the school • Establish and oversee academic committees in the school • Coordinate faculty schedules prepared by department chairs to ensure efficient use of resources Show less

• Teach Level 3 CFA live review courses (across entire curriculum) in 3-day seminars, weekly programs (WindsorWeek and DFW), in-house programs (Goldman Sachs), and society training (New York Society of Financial Analysts). Also, level 2 CFA Debt and Derivatives • Teach 9 week online Levels 1 and 2 of the CAIA exam review courses twice annually.• Teach 8 week online Part 1 and 2 of the FRM exam review course twice annually.

La Crosse, Wisconsin Area

• Managed a curriculum development staff including five in-house faculty, ten content specialists, and 75 university faculty independent contractors in the production of educational training materials for the Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), Financial Risk Manager (FRM), and Schweser Institute.• Conducted live three-day to serve-day educational intensive review sessions as well as video and audio instructional training for students preparing for the CFA… Show more • Managed a curriculum development staff including five in-house faculty, ten content specialists, and 75 university faculty independent contractors in the production of educational training materials for the Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), Financial Risk Manager (FRM), and Schweser Institute.• Conducted live three-day to serve-day educational intensive review sessions as well as video and audio instructional training for students preparing for the CFA exam.• Managed directors of weekly study programs in Philadelphia, Boston, New York City, Los Angeles, and Chicago.• Responsible for coordinating sponsorship agreements with financial institutions and analyst societies and securing instruction for in-house training programs worldwide.• Managed a marketing team staff of five, who prepare marketing and promotional campaigns.• Served as interim manager of a staff of 10 regional sales directors during the initiation and development of a sales team, including conducting semi-annual sales retreats.• Responsible for overseeing a $2.9 million budget for independent contracting.• Lead SWOT analysis and oversee three-year strategic planning for the organization. Show less

Toledo, Ohio Area

Courses taught: Personal Investing (FINA 2000), Corporation Finance II (FINA 305), Investments (FINA 3480), Security Analysis (FINA 4100), Independent Research in Finance (FINA 4300), Investments and Security Analysis (FINA 6140), Seminar in Portfolio Management (FINA 6340), Research in Finance (FINA 6750), and Dynamics of Family Business (BUAD 4010)

Toledo, Ohio Area

Courses taught: Personal Investing (FINA 2000), Corporation Finance II (FINA 305), Investments (FINA 3480), Security Analysis (FINA 4100), Independent Research in Finance (FINA 4300), Investments and Security Analysis (FINA 6140), Seminar in Portfolio Management (FINA 6340), Research in Finance (FINA 6750), and Dynamics of Family Business (BUAD 4010)

Toledo, Ohio Area

Responsible for research and curriculum issues for the School of Business Administration, University of Toledo. Promote family business research and teaching opportunities, advise Family Business Student Association (FBSA), advise students for Entrepreneurship, Family and Small Business (EFS) major, recruit for major, author column in Succeeding Generations quarterly publication, oversee faculty and student internship program.

Oxford, Oh

Courses taught: Introduction to Business Finance (FIN 301), Intermediate Financial Management (FIN 302), Principles of Investments and Security Markets (FIN 401/501), Commercial Bank Management (FIN 408), Independent Studies in Finance (FIN 477), and Special Studies in Finance (FIN 681)

Lexington, Kentucky Area

Courses taught: Corporation Finance (FIN 300) and Fundamentals of Investments (FIN 350)

Master'S Degree, Applied Statistics

Doctorate In Business Adminstration, Finance

Dissertation Topic: “Regulatory Monitoring and the Impact of Bank Holding Company Dividend Changes on Equity Returns.” Defended: April 18.

Master Of Business Administration (M.B.A.)

Completed thirty hours of graduate business credits in the MBA program in preparation for doctoral work (full scholarship)

Bs, Engineering Physics

Concentration in Mathematics, Magna Cum Laude Graduate.