All members are required to attend unless otherwise stated.
All seminars are scheduled on Tuesdays at 4:30pm in McCom 133 (or online via ZOOM). Please arrive promptly. See more info on presenters below.
Fall 2025 Seminar Schedule:
September 30, 2025: Zuri Idoeta, Financial Advisor, Insight Securities
October 21, 2025: Alysia Gearty, Credit Margin Analyst, Vanguard
Selected Past Presenters:
Matt Malick*, Partner at Atwater Malick; Valerie McBride*, Financial Advisor, RJFS and Vice President, Fulton Financial Advisors ; Jason Weber, Executive Vice President & Chief Financial Officer at Atlantic Community Bankers Bank ; Tyler Papaz, Principal & Senior Consultant at Cornerstone Institutional Investors, LLC; Joe Garner*, Director of Research at Emerald Asset Management; Patricia Selim*, Head of Stable Value Investments at Vanguard; Matt Libonati*, Credit Risk Analyst at College Ave Student Loans ; Ryan Shultz*, Loan Officer - Ag Lender at MidAtlantic Farm Credit; Jan Graybill*, CEO & Senior Partner of Legacy Planning Partners; Bill Stadden*, Manager LG IT and Novastream Business Operations at Penn Medicine Lancaster General Health; Conor Gilbert*, Financial Advisor at Northwestern Mutual ; Andy Wallover, Managing Director Northwestern Mutual; Matt Croyle*, Business Cost Analyst at Conestoga Wood Specialties ; Erik Eddy*, Data Scientist at SEI; Hannah Roeder*, Junior Cost Analyst at Kalman & Company, Inc; Justin Creighton*, Paraplanner at Hickory Pointe Financial Group, Ameriprise Financial Services; Jordan Singh*, Separately Managed Accounts Analyst at SEI; Marci McCall* , Cloud Deal Pricing Manager at Intel Corporation ; Mark F. Schlegel, CFA - Senior Vice President – Client Relations and Business Development - Emerald Advisers, LLC; Lauren (Barnak) Shively*, CFP - Director of Advanced Financial Planning, Northwestern Mutual, Washington, DC; Michael Weaver*, Senior Actuarial Consultant at Aetna, a CVS Health Company; Leigh-Ann Wilkins, Economic Outreach Associate at The Federal Reserve Bank of Philadelphia; Andrew Ryan*, Master of Accounting Candidate - Loyola University Maryland; Mihir Saudagar*, Master of Corporate Finance Candidate - Penn State University; Andrew Bechtel*, Analytics and Insights Manager at JG Wentworth; Brett Hersh*, Financial Analyst at Foot Locker; JT Miller, Director of FP&A at Freshpet; Joe Barish, Reporting Analyst at Freshpet; James Davis, Corporate Controller at EDSI; Avery Coleman, Analyst at Cornerstone Institutional Investors, LLC. Matt Bisko*, Freshpet-Supply Chain Financial Analyst; Rebecca Elms*, BNY Mellon-Intermediate Representative; Mikayla Kelhart*, Raymond James-Registered Client Service Associate; Ryan Mace*, Fidelity Investments-High Net Worth Associate; Bryce Raber*, Commonwealth of PA-Economic Development Analyst
(*MU alumni - to learn more about our past speakers, check them out on LinkedIn)