Deans R’ epotr Dean’s Report 20I3-20I4 - 2013-14 Dean ...

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Fostering the
entrepreneurial spirit

In thisissue: School of Business Administration

Student success stories
Blackstone LaunchPad
News from our alumni

Curiosity neCuriosity never sleeps

The G1allag|herDBuesianesns B’ usildinRgeatpNoighrt,tpho2to0b1y 3Jo-sh2 S0an1d4ers

ever sleeps

Dean’s Report 2013-2014 | 2

Students Go Global

17 Three exciting study abroad experiences

Saying Yes Big Data Breaking Ground
to Success
UM continues to Construction scheduled to
Read about three lead in Big Data begin summer 2014
fascinating success stories on Gilkey Center for
Executive Education

8 22 40

5...... Advisory Board Listings

In this 7...... From the Dean

issue 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?

Dean On the cover:
Larry Gianchetta Anthony Krolczyk, alumnus
and Assistant Professor Justin Angle
Associate Dean
Terri Herron 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’s Report Team
Andi Armstrong
Kathleen Tarkalson
Tammy Yedinak

Graphic Designer
Shauna Murphy

Photographer
Todd Goodrich

Special thanks to the
University Relations
editing team.

Adv20I3-2i0sI4oAdrv

2013-2014 Business Advisory Council

Jack Alton, Kount
David C. Benson, Willis of Colorado, Inc.
Mike Boken, Independent Pharmaceutical Marketing Consultant
Travis Cossitt, DIRECTV
Kari Dilloo, RedFin
Tim France, Worden’s Market, Inc.
Jena Gardner, JG Black Book of Travel
John Hanousek, Piracle
Jeff Kendrick, CPA, Doyles-Sheehan
Jim Kolokotrones, Department of the Treasury
Marjorie Lacy, (Retired) Northern Arizona University
Gregory Morck, Family Dollar
David M. McNabb, Reckitt Benckiser
Amy Parker, Deloitte
Russ Piazza, Front Street Capital Management
John Rogers, Governor’s Office of Economic Development
David M. Seery, Whiting Petroleum Corporation
Mary Shanahan, Draper's & Damon's
Dean Stumvoll, Deloitte
Tom Swenson, Bank of Montana
Ron Yates, Jr., CPA, Eide Bailly LLP
Mike Zinne, Kyriba

2013-2014 Accounting & Finance Advisory Board

Jerry Buck, Deloitte Tax LLP
Brad Cederberg, D.A. Davidson
Ann Deegan, Montana Society of CPAs
Jennifer Ehman, Moss Adams LLP
Mitch Johnson, Montana Bankers Association
Joe Kola, First Interstate Bank
Miranda Ming, Galusha, Higgins & Galusha PC
Anne Robinson, Treasure State Bank
Cliff Sheets, Montana Board of Investments
Tamara Williams, Internal Revenue Service

5 | Dean’s Report 2013-2014

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2013-2014 Management & Marketing Advisory Board

JJ Adams, U.S. Senate
Susan Ash, Partners Creative
Amy Campbell, Liberty Mutual Agency Corporation
Mindy Carver, PayneWest Insurance
Cameron Deatsch, Atlassian Software
Maureen Fleming, Business Consultant
Lou Fontana, Vubiquity
John Giuliani, Montana Timber Products
Lynne Himes, LA Design
Ray Kordupleski, Customer Value Management, Inc.
Patrick Marzullo, Wieden & Kennedy
Bill McDonald, Pandora Media Inc.
Brian Oestrike, Hypoxico, Inc.
Morrie Shechtman, Fifth Wave Leadership
Jennifer Smith, Acesco, LLC
Steven Sundheim, Modwest, Inc.

2013-2014 Management Information Systems Advisory Board

James Dolph, Salesforce.com
Eric Frazee, Washington Corporations
Ben Goodman, FAST Enterprises, LLC
Jeff Harriott, Consumer Direct Management Solutions
Sarah Paardekooper, Education Logistics, Inc.
Alex Philp, GCS
Tom Stergios, Advanced Technology Group
Janna Tangedahl, Glacier Bancorp

2013-2014 Bureau of Business and Economic
Research Advisory Board

John Goodnow, Benefis Health System
James Grunke, Missoula Economic Partnership
Diana Holshue, Federal Reserve Bank of Minneapolis
Sue Larew, First Interstate Bank
Heather McDowell, PPL Montana, LLC
Tom Richmond, Montana Board of Oil and Gas
Chuck Roady, F. H. Stoltze Land and Lumber Company

Dean’s Report 2013-2014 | 6

From the

DeanDeanFromthe
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

7 | Dean’s Report 2013-2014

Saying

YesSuccetsos
Story by Alex Strickland

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...

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“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.

...“Just get me in a room,” she’ll say, Summit that led to some face time with Facebook COO Sheryl
“And I’ll take it from there.” It’s a feeling Sandberg, and an invitation from the Montana Academy of
Distinguished Entrepreneurs (MADE) to a fortuitous lunch with
well known to students, armed with newly earned knowledge Montana businessman Greg Gainforte.
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 Henderson had lunch with the Bozeman-based entrepreneur after
introduction required to get in the door. he was honored by MADE in 2012 and the pair stayed connected
as Gianforte mentored budding entrepreneurs from UM. When he
What many students in the School of Business Administration have became a founding board member for the new Montana High Tech
come to find, however, is that they don’t need any help getting “in Business Alliance, Henderson was right where she needed to be.
a room”; they’ve been there since the day they walked on campus.
With faculty and staff who are closely connected to business “The School of Business Administration is just constantly
owners, investors and innovators from Front Street to Wall Street, connecting students to a lot of Montana’s most successful
ideas can take flight in the front row of a lecture hall and land in a entrepreneurs,” Henderson said. “There are so many opportunities
boardroom pitch meeting almost overnight. to meet people, and that’s really highly valued by faculty and staff,
many of whom are entrepreneurs themselves.”
The three stories here highlight some of the opportunities SoBA
students have jumped at thanks to a fortuitous meeting, a well- At the fledgling nonprofit organization, Henderson will have a
timed great idea or a mentor’s suggestion. But what they all have in chance to help stoke those entrepreneurial fires as she works to get
common is adherence to advice MBA student Christina Henderson Montana tech companies on board and help generate more high-
has used to guide her academic experience: “The students who take paying jobs around the state.
advantage of the incredible extra opportunities available here are the
ones who take their careers to a whole new level. Say ‘yes,’ it makes “Right now Montana and the UM campus feel like they’re at
all the difference.” 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
Lunch to Launch: Christina Henderson work with entrepreneurs.”
Leads New Tech Alliance
The time is right, and it’s not by chance that Henderson finds herself
Christina Henderson may be new to her position as the executive in the right place, too.
director of the Montana High Tech Business Alliance – she was a
week into her new office when she spoke for this story – but turning “I owe it all to the school,” she said.
her MBA studies into career opportunities is already old hat for the
35-year-old. Community Support Helps
Students Turn Over a ‘New Leaf’
Henderson plans to graduate from the School of Business
Administration in fall 2014, but she’s wasted no time leveraging With the right connections in place and the power of a good idea,
valuable contacts made here, including a volunteer opportunity with a new business can move fast. Just ask Matt Gangloff and Andrew
former Senator Max Baucus’ Montana Economic Development 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.

9 | Dean’s Report 2013-2014

Justin Angle running at Omnibar ranch,
photo courtesy of
Strobot Studios, Bozeman, MT

Gangloff, an Army veteran, had an idea for a wireless gas sensor “By the time I graduated Justin and I were good friends, but it’s
that would provide a low-cost way to monitor how natural gas been the professional development post-graduation that makes this
from fracking operations impacts human health. After taking a friendship unique,” Krolczyk said. “You’re not going to have all
class from Associate Professor Cameron Lawrence that pushed the answers right out of school and you’re going to make mistakes.
students to create disruptive technologies, Gangloff approached Having a mentor to bounce ideas off of and assure you that you’re
Lawrence about doing an independent study to flesh out his idea. pointed in the right direction is critical.”

“Matt was an outstanding student, and through a meeting It just so happened that Angle, who in addition to teaching is
with James Grunke at the Missoula Economic Partnership, I also an elite ultrarunner and brand ambassador for major outdoor
immediately knew there was potential to get him some help to companies like Patagonia, was looking for a supporter with a more
make this happen,” Lawrence said. natural approach to energy foods. He recently signed on as an
ambassador for Omnibar.
Grunke quickly connected Gangloff with Alex Philp of GCS, a
geoanalytics company focused on optimizing location information, Now Omnibar’s newest athlete is the same person who had a hand
and David Bell of ALPS, a provider of legal malpractice insurance. in shaping the career of their first employee.
Those two Missoula businessmen provided funding to help
Gangloff create early prototypes and continue pressing the idea “From the first time I had a class with him, what he had to say and
toward production. how his personal character shaped his approach on marketing really
resonated with me,” Krolcyzk said. “Plus, he’s a father of two kids,
Gangloff’s timing also dovetailed perfectly with the Blackstone husband, professional athlete, full-time working professional, and
LaunchPad, a new entrepreneurial resource on campus funded by a lives in Missoula, Montana! I'm sitting in class thinking… I want to
$2 million grant with the intent to help launch as many as 150 new be this guy!”
ventures in Montana over the next five years.
Fall Business Plan
“Blackstone LaunchPad has helped increase our progress Competition Winners
dramatically,” Gangloff said. “It’s funny, actually the day I met
with Cameron, Alex and David to fund my research was the First place: $1,500,
same day they announced their plans to invest in Montana State Matthew Gangloff, Brattleboro, VT;
University and UM entrepreneurs. Nine months later, I’m reaping and Andrew Burrington, Missoula, MT:
the benefits of what once seemed too good to be true.” New Leaf Environmental Monitoring (see story)

Lawrence points to innovation like New Leaf Environmental Second place: $500,
Monitoring as the model of development for students looking to Donna Weathers, Missoula, MT:
grow a business out of a great idea. Everyday Hero, a smartphone application
that provides users with a “help line”
“We need to encourage more students like Matt and Andrew who when they need assistance.
are creating things and couple them with experts and a little bit of
money,” Lawrence said. “Business schools can be incubators for First and second places received an automatic
this sort of project, students who can dream and build things not in entry in the spring competition.
isolated labs, but grown from connections within the community.”

Student, Professor Partnership
Builds a Brand on the Run

Anthony 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.

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Entrepreneurship Opportunities
Expand Through

BLlaacuknsctohnPead

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

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.”

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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.”

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

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VITA Program Returns $830,000 Top: Accounting student
in Refunds to Missoulians helps Missoula resident
prepare her tax return.
Accounting students at the SoBA completed another very successful tax season. The long- Bottom: Accounting,
standing Volunteer Income Tax Assistance (VITA) Program, in partnership with the Internal Alaska Style
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 Series

The 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

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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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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 President and CEO of Global Group by JG returns to UM to meet with students
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 “Everything
creation of her own company.

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

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 be a
in sales and marketing, public relations and retail. Global Group’s JG Black potential
Book of Travel has been recognized as one of America’s fastest-growing opportunity.”
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.

– Jena Gardner

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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 Students interviewing with potential employers
www.business.umt.edu/career.

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SinuRmommearnSiat,uIdtaylyAabnrdoaGdePrmroagnryams

Romania Brescia, Italy

For two weeks in July 2014, 12 graduate business students Germany/Italy
(MBA and MAcct) will study in Sibiu, a medieval town in the
middle of Transylvania. With the help of the University Lucian In addition to the exciting new Romania program for graduate
Blaga in Sibiu, they will complete mini internships with local students, the School of BusinessAdministration offers undergraduate
subsidiaries of multinational companies to learn about the and graduate students an opportunity to study in Germany and/or
realities of engaging in international business in one of the most Italy. These unique, short-term, intensive-study courses in Western
rapidly developing economies in the European Union. Additional Europe allow Montana students the opportunity to learn about
perks for the students include visiting medieval castles, sampling international business in a distinctive setting while experiencing the
the local cuisine renowned for its cheese and wine and learning magic of immersion in a foreign culture. Students enrolled in the
about one of the most ancient cultures derived from the Roman study abroad programs spend mornings in the classroom learning
empire and beyond. about topics related to international business and afternoons
visiting local businesses and cultural destinations, all while learning
alongside local students.

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

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

Business The Sustainable Business Strategy Certificate prepares students to incorporate sustainability
Strategy considerations into the strategic decisions of business, including enhancing customer value
Certificate 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.

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Hooker Valley Trail Hike in Mount Cook, NZ Students Explore
Shotover River in Queenstown, NZ New Zealand
and Australian
Businesses

Sixteen 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.

Kyle Marshall, MBA, first student to earn Sustainable Business Strategy Certificate.
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20th Annual AIBL Conference

The 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.

Members of UM’s AIBL Chapter

Finance Students Compete
in Research Challenge

SoBA 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.

Members of Finance Club

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.

Beta Alpha Psi students

19 | D e a n ’ s R e p o r t 2 0 1 3 - 2 0 1 4

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MISA Students
Recognized
for Fundraising
Efforts

The Montana Information Systems Association Members of MISA student chapter
(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.

Marketing Students Attend Dean’s Student
International Conference Advisory Council, 2013-14

Take 5: Return of the Marketers was the theme of the Edmond Dupuis, American Indian Business Leaders
American Marketing Association International Conference Robert Gauthier, American Indian Business Leaders
in New Orleans April 10-12. Six AMA student chapter Carly Miller, At Large
officers joined their faculty advisor, Associate Professor Courtney Keyes, At Large
of Marketing Carol Bruneau, to network, learn from top Ana Haynes, Beta Alpha Psi
marketers in the field and begin their careers as marketing Chad Palmer, Beta Alpha Psi
professionals. Attendees included Katherine Vincent, Casey Wood, Finance Club
Meghan Keeley, Kate Wilkins, Bailey Chauner, Christian Thomas Flies, Finance Club
Barney, and Beth Grubb. Katherine Vincent, UM American Marketing Association
Bailey Chauner, UM American Marketing Association
Members of UM AMA student chapter Kristin Parks, Montana Information Systems Association
with Associate Professor Carol Bruneau Emma Forsythe, Montana Information Systems Association
Justin John, Graduate Business Student Association
Andrea Duke, Graduate Business Student Association
Haley Kramer, Masters of Accountancy
Tim Byrd, Masters of Accountancy

D e a n ’ s R e p o r t 2 0 1 3 - 2 0 1 4 | 20

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industrc o n n e c t i n g t o i n
Record 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.

All in the Family

Michael 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.

Associate Professor Michael Braun

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.

Assistant Professor, Utah State University, Jason Smith
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ry expertised u s t r y e x p e r t i s e

BigFocouns Dan Wagner, CEO, Civis Analytics
Data
UMis working with several Missoula-based data analytics
companies to create a position for Missoula as a cyber- John Chandler,
hub. As part of a new lecture series big data expert Dan Principal, Data Insights
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.

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Two Prestigious Executives Participate
in Gilkey Executive Lecture Series Jim McNerny,
Chairman, President
Jim McNerny, Chairman, President and Chief Executive Officer of the Boeing Company and CEO of the
and Mike Covey, Chief Executive Officer and Chairman of the Board of Potlatch Boeing Company
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 Mike Covey, CEO and Chairman of
University of Montana alum with over 30 years of experience in timberland management the Board of Potlach Corp.
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)

23 | D e a n ’ s R e p o r t 2 0 1 3 - 2 0 1 4

ry expertised u s t r y e x p e r t i s e

Peter Rosten, MAPS • Cliff Holt, KPMG • Cameron Deatsch, Atlassian • • Bjorn Nabozney, Big Sky Brewing • Jeff Runkel, Glacier Bancorp •
AnthonyKrolczyk,Omnibar• J.LeeCook,First&Goal/SeattleSeahawks,
Seattle Sounders, FC, Qwest Field, Qwest Field Event Center and WaMu Craig Campbell, Campbell Entertainment Group • Christine Littig,
Theater • Dave Opitz, AstuteWare Technologies • Robin Rennick, FAST Bernice's Bakery • Tom Stergios, ATG Missoula Solutions Center •
Enterprises • Bob Minto, ALPS • Geoff Peddicord, Community Medical Michael Burks, Missoula Maulers • Lou Fontana, Avail-TVN • Monica
Center • Mickey Ogg, Consumer Direct Management Solutions • Tim Harris, ATTY • Steven Stanton, Advanced Technology Group • Jenny
Bierman, Marketing, Pearl Jam • Thorsten Geuer, Bayern Brewing • Paul Mish, Sustainable Business Council • Glenn Kreisel, Entrepreneur
Stafford, Currency Risk Associates • Jim Messina, Campaign Manager, and Angel Investor • Jared & The Mill, Touring Band • Nick Van
Obama 2013 • Nicole Hagerman-Miller, Biomimicry 3.8 • Jorge Watson, Tighem, Jackson Contractor Group • Dave Pyron, KEO Services,
Advanced Technology Group • Christa LeCoure, PayneWest • Danny LLC • Joe Balsam, Lee & Company • John Chandler, Data Insights •
Spitzer, Bren Events Center • Ben Goodman, FAST Enterprises • Andrew Diana Hammer, US Environmental Protection Agency • Alan Adams,
Smith, Filmmaker • Melanie Brock, Missoula Economic Partnership • Black Diamond Outdoor Equipment • Eric Manegold, Zonar Systems
Mike Goehring, Communication Resources Inc. • Lisel Newton, KPMG • Ed Wetherbee, Old Sawmill District • Dallas Neil, Lifestyle Fitness •
• Bob Tabke, TDAGroup • IanAbbott-Donnelly, IBM European Smarter Todd Taylor, Muzeview • Stefanie Sample, Massage Envy Spa • Ben
Cities Innovation • Jared Lee, Northwest Farm Credit Services • Mark Sokoloski, Market on Front • Adam Steffen, Nike, NFL Brand • Katrina
Kobos, Jackson Contractor Group • Aron Plucinski, Discovery Channel Galas, Vancouver Winter Olympics • Joe Bischof, Ronald McDonald
& Electus • Jesse Lakes, GeoRiot • Brigitta Miranda-Freer, Missoula House • Steve Saroff, Entrepreneur and Angel Investor • James Grunke,
Economic Partnership • Elke Goversten, Mamalode Magazine • Greg Missoula Economic Partnership • John Shepherd, Mpower Pictures •
Pierson, Glacier Bancorp • Liz Marchi, Frontier Angel Fund • David Mike McGinley, SRO Consultants • Bruce Tribbensee, Submittable •
Bell, ALPS • Alex Kochan, AEG Live • Nate Warner, Red Bull • Peter Dale Hanson, PayneWest • Ben Malouf, Acuity Design • Tim O'Leary,
Giannascoli, Paramount Pictures • Brynn Molloy, UM Intercollegiate R2C Group • Nathan Stephens, Groundswell Media • Michael
Athletics Marketing • Conor Newman, Boyle, Deveny & Meyer CPA • FitzGerald, Submittable • Juergen Knoller, Bayern Brewing • Judy
Case DeWit, PayneWest • Bandith Ladpakdy, Saoban:Village Handcrafts Wicks, Author and Entrepreneur • Kevin O'Reilly, Orbital Shift • Jessica
from the Heart of Laos • Sierra Bellows, Social Curtis, Marketing, Pearl Jam • Dan Berkowitz, CID Entertainment •
Media Today • Alex Philp, GCS and TerraEchos
• Raymond Paquin, PhD, Concordia Maggie Angle, Sustainability Consultant • Sarah
University • Brian Morgan, Adventure Life Kelly, PayneWest • Kim Shappee, Bank of
Montana • Terry Payne, PayneWest • Jennifer
• Michelle Hui, VIM & VIGR • Matt Sonzala, Ehman, Moss Adams • Michael Boehme,
Pushermania • Jon Marchi, Glacier Venture Western Montana Development, Bonner Property
Fund • Inge Erickson, Amazon.com • Mike Development, Western Montana Resources and
Manhardt, Acuity Design • James Viano, Western Montana Club • Kendra Clark, KPMG •
FAST Enterprises • Micah Scudder, Tradewood Jeff Hansen, Microsoft • Erin O'Connell, ISITE
International • Brian McCormac, Old Rock Design • Dave Harriton, American Expedition
House • Sherri Davidoff, LMG Security • Dawn Vehicles • Josh Austin, Mobile Minds • Doug
McGee, GoodWorks Ventures and Hellgate Odegaard, Software Engineer, Entrepreneur and
Venture Network • Jim Zimmerman, Selway Consultant • Gita Saedi Kiely, Documentary
Armory • Jim McNerney, Boeing • Austin Rust, KPMG • Mike Bryan, Filmmaker • Tony Ferrini, Partners Creative
Prudential Montana Real Estate • Hayle LaFountain, FAST Enterprises • Erika Close, PayneWest • Mischa Jakupcak, Narrative Filmmaker •
• Robert Struyk, Talent Buyers Network • Ashley Corbally, Northern Stacy Kendrick, Partners Creative • Kanlaya Chularattakorn, Hmong
Rockies Financial Group • Annie Roberts, AniMeals • Tim Wynne, Women's Network of Thailand • Chris Wright, Google • Holly Biehl,
Surgical Principals • Christian Fresco, Monkeywrench Records • Noah Five Valleys Land Trust • Dale Gillespie, Investment Inc. • Joe Fanguy,
Brier, Percolate • Mike Steinberg, Wild Film Festival • William Marcus, MonTEC • Paul Gladen, Blackstone LaunchPad at UM, Muzeview
Montana PBS • Ken Quinn, Possible Worldwide Branding Agency • Russ and Hellgate Venture Network • Bob Burns, First Interstate Bank • Tom
Fletcher, Inteneo Systems • Jeremy Sauter, Paramount Pictures • Tiffini Acevedo, S&K Technologies • Kari Dilloo, Microsoft • John Giuliani,
John, Office of the Comptroller of the Currency • Anne Iverson, Mountain Montana Timber Products • Ashley Raiteri, Everbread Limited • Kyle
Press • John McKee, Headframe Spirits • Joe Whittinghill, Microsoft • Lingscheit, PayneWest • Tom Swenson, Bank of Montana • Walker
GrantOrr,GlacierBancorp•BrianKnaff,TalentBuyersNetwork •Jeremy Milhoan, Estancia IX • Mindy Carver, PayneWest • Marianne Zugel,
Brown, Dorsey and Whitney • Greg Gianforte, RightNow Technologies • Wardens Reality TV • Mike Sparr, Goomzee • Greg Rhem, Home Box
Mike Covey, Potlatch • Clyde Neu, TerraEchos • Jim Lewis, Montana Rail Office • Jenn Ewan, GCS • Nick Garner, Grizzly Sports Properties • Sue
Link • Aik Chen, Microsoft • Diane Smith, Avail-TVN • Jon Putnam, Larew, First Interstate Bank • Judy Mohr, McDermott, Will & Emery
Montana Board of Investments • Stoll Vaughan, Artist • Chris Warden, • Kent Haslam, UM Athletics Director • Keith Miller, William Morris
Washington Corporation • Dave McNabb, Reckitt Benckiser • Maria Endeavor • Ed Stalling, Maritz Research • Gayle Carlson-Gifford,
Brunner, Insight Management • Joshua Pearson, Advanced Technology Montana Food Bank Network • John Monks, Rivertop Renewables •
Group • Justin Meier, Northwestern Mutual • Meggi Pack, Becker CPA Dan Bateman, Pasta Montana, LLC and NeverMissTags.com • Mark
Review • Susan Hay Patrick, United Way Missoula and Ravalli County • Burzynski, Blue Cross Blue Shield of Montana • Jess Lohse, Bear Paw
Pat Boyle, Boyle, Deveny & Meyer CPA • Kate Pearson, The Audience Lumber and Rocky Mountain Truss • Nanci Hesse, Wall Street Journal
Awards • James Yelich, CUT Recordings • John Soss, Jam Productions • 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.

D e a n ’ s R e p o r t 2 0 1 3 - 2 0 1 4 | 24

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UMEM Student with Special
Ties to Sochi Winter Olympics

Jason 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

Jason Mathews

MBA Grad
Commissioned
in U.S. Army

Autumn 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.

Jeffrey Windmueller, ‘13 MBA (center) and family.
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SoBA Google Ambassador
Introduces New
High-Tech Products

MBA 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.

Jamin Dailey, MBA

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.

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Jordan Sullivan Marketing Student
Honored for Community
”She wants to be successful in Engagement
everything she does, but at the
same time she’s there for One thing that separates Jordan Sullivan from most students is the
anybody that needs anything.” number of organizations she has volunteered with. Her experiences
have ranged from dressing up as Rapunzel at a children’s event to
– Lady Griz coach Robin Selvig 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

SoBA Students Place in International Capsim Challenge

Curtis 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.

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Members of Trendsetters at The U student group 2013 Student Awards

Revolutionizing Fashion Selected by faculty

Trendsetters at The U provides the University of Montana with the first Outstanding MBA Student
fashion blog created by students reflecting the style and inspiration of Salome Tsagareishvili
students in Missoula. The Trendsetter Team reveals the area’s fashionistas,
styles, college fashion issues and trends that inspire its blog. Outstanding Off-Campus MBA Student
Tami Sabol
Trendsetters at The U is the first organized group where UM students who
love fashion can participate and gain fashion experience. The group is Outstanding MAcct Student
not only geared toward giving students experience with fashion but also Tiffany Starkel
producing a fully functioning fashion blog. The Trendsetter Team works to
create weekly blog posts that are interesting, relevant and helpful for students Selected by students
at UM. Outstanding MBA Student
Bradley Haas
Trendsetters at The U has been featured in the Montana Kaimin, on the
School of Business Administration website, University of Montana home Outstanding Off-Campus MBA Student
page and the introduction of the Blackstone LaunchPad. Charles (Dan) Bateman
www.trendsettersattheu.com
Outstanding MAcct Student
Tiffany Starkel

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BBER Hires New Director Of Health
Bryce Ward, Ph.D. Care Industry Research

The 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.

Two SoBA Professors Publish
New Books for Business Practitioners

Michael Braun, Ph.D. and Scott Latham, Ph.D.,
Mastering Strategy: Workshops for Business Success

Mastering 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 Edition

This 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.

Assistant Professor Emily Plant and
Associate Professor Michael Braun

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uu llttyy && sst taaf ff f
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 Shannon Furniss, Christina Henderson and Bob Campbell
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.

Shawn Clouse
Elected Chair of Missoula
Chamber of Commerce

Shawn 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.”

Associate Professor Shawn Clouse
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Meet the Newest Faculty and Staff

Joan 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 Adjunct Associate Professor Joan Giese
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 Susan Cundiff, Brittany Maack and Stella Phipps
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.

31 | D e a n ’ s R e p o r t 2 0 1 3 - 2 0 1 4

uu llttyy && sst taaf ff f

Two Longtime Faculty Members Retire

Aaron 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 2013 Faculty Awards
Systems. Jones’ research in the field of Management
Science has been published extensively in scholarly Selected by students

journals and periodicals. Moreover, she has served Outstanding Accounting Faculty

as co-author of Ron Premuroso

several books on the subject. Her efforts in Outstanding Finance Faculty
the area of assessment have been crucial to Tim Manuel
SoBA’s accreditation with the Association to
Advance Collegiate Schools of Business, and to Outstanding Accounting & Finance Adjunct
student learning. Don Gaumer

Outstanding Management Faculty

Michael Braun

Outstanding Marketing Faculty
Emily Plant

Outstanding Management & Marketing Adjunct
Karen Porter

Outstanding Management Information Systems Faculty
David Firth

Outstanding Master of Accountancy (MAcct) Faculty
Don Harris

Outstanding Master of

Business Administration (MBA) Faculty
Michael Braun

Professor Belva Jones Outstanding Off-Campus MBA Faculty
Michael Braun

D e a n ’ s R e p o r t 2 0 1 3 - 2 0 1 4 | 32

of noof tneo:t ae : l

SoBA Honors Three Outstanding Alumni
for Career Achievements

The 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 UM
Business 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

33 | D e a n ’ s R e p o r t 2 0 1 3 - 2 0 1 4

lumnia l u m n i

Yoko Takeuchi, ’87 MBA, Receives 2013 Distinguished
Alumni Award from UM Alumni Association

The 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.

Yoko Takeuchi addressing MBA students

D e a n ’ s R e p o r t 2 0 1 3 - 2 0 1 4 | 34

papratrnt en ersr s ffoorr
In Appreciation of our Donors

Adventure Life James and Christine Bjelland Curt and Patricia Clarida Timothy and Jennifer Donovan
Philip Aguirre Robert Black Richard Clark Dow Jones & Company
Deanna Albert BlackRock Clark Fork Storage, LLC Chris and Denise Dundon
Brian Allen Michael and Kim Blodnick John and Donna Cloud Myron and Angela Dutenhoffer
John Allen Camille Blommer Fred and Sally Clouse Krista Eastlick
Keith Hardin and Audrie Allyn Charles and Peggy Bloom Shawn and Nancy Clouse Eaton Corporation
American Endowment Foundation Francy Blumhagen Cobb Foundation E. Edwin and Joyce Eck
American Expedition Vehicles John Bock Charles and Debora Coffman Edison International
Ameritrade Boeing Company Maurice and Patricia Colberg Jennifer Ehman
Anderson ZurMuehlen & Company P.C.   Matching Gift Program Mark Cole Darrell and Sally Ehrlick
Albert Anderson A. Dean and Teri Bohnsack Perry and Mary Cole Karen Eide
Craig and Jane Anderson Michael and Patricia Boken Robert and Teresa Cole Eide Bailly LLP
Dudley and Joyce Anderson Carol Boland Warwick Colgan John Eidel
Jamie Anderson Brent and Margaret Booth Community Foundation of Tampa Bay Eiseman & Tawney
Stephen Anderson Karl and Kathleen Borchers Timothy and Patricia Conner Peter Eldridge
Sam and Tina Anderson Angel Bordner Patrick and Linda Connors William and Nancy Ellison
Justin Angle Michael and Daphne Braun ConocoPhillips John and Marian Emerson
John Angwin Ema Braunberger Ken and Marcia Cooper Ross and Carol Emery
Paul and Agnes Antonioli Bretz RV & Marine Center Carlene Coover David and Goldie Enger
Jeffrey and Tonya Appelt Jerome Brick Peter and Karen Corda Bruce Ennis and Margaret Davis
Donald and Margarette Archibald Gregory and Lia Brinkerhoff Hugh and Carol Corn Epic Management Group Inc.
Jerry and Jean Arthur Diana Brinkman Bruce Costa and Margaret Ewing Patricia Erickson
Matthew Artley Broadway Inn Conference Center David and Kandice Cotner Gerald and Bobbie Evans
Jamie Askvig Mary Ann Brockway Thomas and Neva Cotter Julie Evans
AT&T Foundation Jay Broudy Richard and Cheri Cox F.R. Bean Manufacturing
April Atherton Daniel and Phyllis Browder Anthony Crawford Jim and Leslie Farmer
Atlassian, Inc. Robert Brown Craig and Susan Crawford Russell and Marlene Feist
Lori Baird Thomas and Mari Brown Dennis and Bonnie Crawford Wally Feldt
Bob Baker Christine Brummer Brian Crewsdon and Gloria Crewdson William Felix
Donald Baker Clifton Bryan Bruce and Mary Crippen Richard and Linda Fellows
Renato and Myrna Balbi John and Sheila Buchanan Clay Crippen Jerry and Susie Ferguson
Robert Baldassano Lawrence Budden Steven and Marcia Crist Fidelity Charitable Gift Fund
Collin Bangs and Patsy Plaggemeyer Madeline Buescher Richard and Mary Crosby Edward and Kathleen Field
Bank of America Foundation Charles and Sally Bultmann Mark Cross First Interstate BancSystem Foundation
Pat and Rita Barkey Joyce Bunt Crowe Horwath LLP First Interstate Bank Wealth
David Barnard Treacie Burback Crowley Fleck PLLP  Management
Russell and Lisa Barnhart Jim and Twila Burdick Carol Culver First Security Bank
Timothy and Jennifer Barsotti Mark and Cheryl Burnham Howard Cumme Edward and Lynette Fisher
Art and Sandy Barz Bob Burns CVM Funds, LLC Fred and Judy Flanders
Bayern Brewing, Inc. Bradley and Paula Butler Roberta Dahl Charles and Norma Flanik
Lee and Dolores Bayley Barbara Bybee Sharon Dallas William Floerchinger
Alicia Baylor Carol Jean Byrnes Deloitte Foundation Anthony and Linda Flynn
Greg and Doreen Beach Nancy Cabe Doug Damm John Foote
Beach Transportation Co. Dennis O’Donnell and Steven and Laura Daniel Robert and Bonawee Ford
Eric and Dorena Becker   MaryEllen Campbell Terry and Donna Daniel William Foucher
William Beecher Wayne and Karen Campbell Austin and Peggy Darkenwald Pamela Foy
Teresa Beed Capital Group Companies Lisa Darlington Andrea Frandsen
William Before   Charitable Foundation Matthew Dassow Kathy Frantzreb
Benefits Health System Robert and Elizabeth Cardinale Lisa Davis Eric Frazee
Douglas and Lucy Benge Gary and Sherrill Carlson Michele Davis Spencer Frederick
Don and Barbra Bennett Paul and Carol Carlson Cameron Deatsch Robert and Ellen Fredrickson
Charles and Patricia Bennett Ken Carlstrom Robert and Julia DeBar Freedom Bank
David Benson Jan and Lisette Carter Ann Deegan Jon Freeland
William and Marni Bentley Jim Mickelson and Mindy Carver Stephen DeHoff Thomas and Sonal Frickle
Michael and Lauretta Bentz Jacqueline Caselton Ronald and Nancy Deming Front Street Capital Management
Cheryl Berger Lawrence Ceranski Leonard and Marjorie Deppmeier Frontier Angel Fund, LLC
John and LeeAnn Berry Robert and Pamela Cerkovnik Mahesh Dhillon Charles and Margaret Fudge
Keith Bewick David Chadsey Alvan and Gwen Diamond George Fultz
Diane Bianchi JoAnn Chambers Lynn and Jeannee Dickey Jena Gardner
Big Sky Brewing Company Michael and Nancy Chandler Robert Dietz Donald Gaumer
Harry Biles Edward and Meimei Chang Kari Dilloo Scott Gehrke
Bitterroot Valley Bank Kerwood and Betty Cho Jamie Dixson Shirley George
Gerald and Lana Bittner Calvin and Marva Christian Norman and Susan Dollhopf Steven George
Brian Bizzano and Robert Christnacht James Dolph Linda Giammona-Eggers
  Ann Ingram-Bizzano Mack Clapp and Sandra Turk David and Virginia Donohoe Galusha, Higgins & Galusha

35 | D e a n ’ s R e p o r t 2 0 1 3 - 2 0 1 4

eexx cc eellllee nnccee

General Mills Foundation Elizabeth Henry James and Amy Joyner Sean and Rhonna Kollenkark
Larry and Dee Dee Gianchetta Shannon Hensler Gary and Verlene Kaiser Jo Ann Kopp
Gianforte Family Charitable Trust Joshua Herbold Elizabeth Kaleva Abbie Koston
Duane and Janet Gilkey David and Karin Hergesheimer Gary and Kari Kasper KPMG Foundation
James Gillmore Brad and Terri Herron Ira Kaufman Perry Kratsa
Nancy Glaser Steve and Kelly Herther Marjorie Kautzman Rebecca Kress
James and Margaret Gleason Hertz/Western Rentals, Inc. Martha Kazura Brent and Jill Krueger
Richard and Susan Gobbs Nanci Hesse Michael Kehoe Theodore and Robin Krueger
Gerald Goldhahn Hewlett Packard Patrick Keiley Carl and Hazel Kuney
Good Food Store Wayne Hiett David and Diane Kemp Jett and Wendi Kuntz
Robert and Linda Goodale Thomas and Lynne Himes Kal Kennedy Reinhart and Martha Kurtz
Ben Goodman Lew Hines Robert and Elaine Kennett Louis and Barbara Kustudia
Joseph and Margaret Govednik Wayne and Annette Hinrichs Benjamin Kiefer Gregg Kutzera
Ryan Graff Mansfield Hoag Louis Kinney L.A. Design, Inc.
James and Pamela Grange Marvin and Tyra Hobbs Kirkland & Ellis Foundation Hayle LaFountain
Bart and Wendy Granvold Matthew Hobbs Elizabeth Kleppelid Gary Lake
Brian Green and Elizabeth Skinner Melody Holland-Rehder Loey Knapp Clarke and Patricia Lamont
Margaret Green Evelyn Holt William and Cherrie Knick Terry and Angela Lang
Barbara Gregovich Holy Rosary Health Center Monty and Patricia Knittel Brian and Alexis Lannan
Kelli Grenfell The Home Depot PAC Ellsworth and Jeanne Knutson Art Lathrop
Douglas and Carol Greven   Matching Program Timothy and Valerie Kober David Lauckner and Cynthia Kroening
Breann Griffin Mark and Cynthia Hopwood Marcella Kocar Lambros Real Estate
Jack and Merry Griffith Horizon Credit Union Todd Koenig Land Development & Management Inc.
Denise Grills Philip and Yvette Hornig Joel Kola
Sonja Grimmsmann Bradley Houle
William and Carrie Guanell Robert Houser Faculty Fellowships &
Edward Guay Bryson Houx Professorships
Robert Gustin Bruce Hoversland
Robert Guthrie Clay Keller and Poe Family Faculty Fellowship
Paul and Lina Gyles   Natalie Hoyer Keller Michael Braun
Paul and Betty Haack Charles and Janet Hubley
David and Catherine Haas Russell and Karen Huggins Deborah D. McWhinney Faculty Fellowship
Habitat Floral Richard and Joann Hughes Bambi Douma
Larae Hackney Fred Huntington
Donald Hagan IBM Corporation Warren & Betsy Wilcox Faculty Fellowship
Alan and Kathy Haley Bill and Barbara Ifft David Firth
Douglas Hall Independent Publishing
Charles Hamar Kurt and Jeanette Ingold Pat & Judy McDonald Faculty Fellowship
Edward Hames Glenn Ingrum Josh Herbold
Kayreen Handley Thomas and Katherine Irigoin
Marie Handley JG Black Book of Travel LTD Donald & Carol Jean Byrnes Professorship
Patrick and Marilyn Hanley John and Joan Jacobsen Keith Jakob
Loren and Michele Hansen Daniel and Patti Jacques
David and Rita Hanson Keith Jakob Poe Family Distinguished Faculty Fellowship
Earl and Patricia Hanson Kenneth Jansa Cameron Lawrence
Robert Hanson Edwin and Roberta Jasmin
R. Hardman Janice Jasper Ron & Judy Paige Faculty Fellowship
James Hardy Douglas and Ann Jaworski Clay Looney
Lonnie and Marilyn Harmon J. Bruce Jelinek
Stephen Harmon Wayne and Kaaren Jensen Rudyard B. Goode Professorship
Nathan Harrell Michael and Wendy Jensen Tim Manuel
Rick and Tracy Hart William and Carole Jensen
Douglas Hartley Harold Jessup Rosemary & William Gallagher Distinguished Faculty Fellowship
Vester and Jan Hasson Thomas and Kay Jochim Jakki Mohr
Penny Hathaway Jason Johns
Guy and Judy Hatlie Howard and Janece Johnson KPMG Faculty Fellowship
James Hauck Richard Johnson Ron Premuroso
John and Marlene Hauck Lawrence Johnston
John and Mary Lou Hauck Edwin and Valerie Jolicoeur John & Kathleen Connors Faculty Fellowship
Robert Hayes Carl Jones Klaus Uhlenbruck
Cornelius Healy Melvin and Colleen Jones
Marie Hebnes Roy and Helen Jones
Marlene Hedin Orson and Sandy Jordan
Mark and Melody Heide Robert and Shirley Jorgensen
Kirby and Jean Hellegaard Gary Jorgenson

D e a n ’ s R e p o r t 2 0 1 3 - 2 0 1 4 | 36

papratrnt en ersr s ffoorr
Cameron and Kristi Lawrence H. Reed Madison Peter McNamee
Joseph and Antoinette Lawson Charles and Linda Maetzold Melvin and Jami McNea Gib and Sarah Nichols
Janna Leaf Debra Magures Casey McNellis William and Nancy Nichols
Glen and Mary Leavitt Tricia Maloney William and Bertha McVicars Stuart and Janie Nicholson
Thomas Lemcke and Tamara Keffeler Eric and Susan Manegold Timothy Mehrens Alan Nikolaisen
Saundra Lemmer Timothy Manuel John and Amanda Melgaard Joshua Nikolaisen
Shawn and Rebecca LeProwse Market on Front LLC Charla Merja Paul Nisbet
Dean Letcher Claudia Martin Martin Meyer Ronald Noland
Sherry Liikala Tamara Martin Microsoft Corporation Noon’s Food Stores
Rex and Sharyn Lincoln Ed and Margaret Matteucci Mason and Darlene Mikkola Scott Nordberg
Clayton and Lonna Linnell David Mathew Matzer Mary Anne Miles Stan Nordwick
Ralph Lintz Korla McAlpine William and Doris Miller Jeffery and Stefany Northcutt
Richard Lloyd Edwin and Heidi McClain Robert and Mary Miller NorthWestern Energy
Ted and Lavonne Lloyd James and Theresa McDonald Donald and Barbara Minner Northwestern Mutual Foundation
C. Bruce and Sally Loble Peter and Paula McDonald Missoula Club, Inc. Craig and Brenda Nulliner
James and Barbara Lohn Dawn McGee Missoula Community Foundation Bob and Mary Nye
Terry Long Timothy McGee Missoula Economic Partnership Ian O Reilly
Timothy Long Michael McGiboney Missoula Federal Credit Union T. H. and Mary Jo Obayashi
Ted Lovec Michael McGillis Bill Mitchell Francine O’Boyle
R. Gregg Lovell Patrick McGrath William and Christine Mitchell Jeffrey Darin O’Brien
Christopher and Susan Loy Stephen and Sue McGrath Samantha Mize Howard and Maureen Ochi
Richard Lucas Kerry McInerney Jakki Mohr Clint Ohman
Alvin Ludwig Tyler McIntyre and Fred Molthen Joseph O’Leary
Jeff and Renee Lund   Kelsey Orizotti-McIntyre Montana Ambassadors, Inc. Tim O’Leary and Michelle Cardinal
John Luse James and Sandra McKeon Montana Bankers Association Mary & Greg Olson
Callen MacConnel Bill and Edna McKinley Montana Bar Robert Olson
Scott and Kelly MacDonald Rick and Amanda McLuskie Montana Chamber Foundation Ivan O’Neil
Alistair and Connie MacMillan Alexander and Caprice McMahan Montana Community Dean and Lorry O’Neill
  Development Corporation Oracle Corporation
Named Opportunity Funds Montana Health Cooperative Richard Orestad
Montana Society of CPAs Peter and Carol Ormson
• O’Leary/Cardinal Opportunity Fund for Montana Society of CPAs Jerry and Arlene Osburnsen
Marketing Analytics   Missoula Chapter Nicholas Kemp and Kay Osburnsen
Montana Technology Enterprise Center Raymond and Natha Ostby
• J ohn and Kathleen Connors Robert and Tina Montgomery Raymond K. &
Business Opportunity Fund Robert and Gayle Moon   Natha Ostby Foundation
Norma Moore David Ottolino
• Jim and Becky Cote SoBA Opportunity Fund The Moore Trust Alyce Owen
• Robert R. and Lela M. Mountain Endowment Scott and Diane Moothart Pacific Steel & Recycling
• H arold and Priscilla Gilkey Executive Roy and Debra Morris E. William and Bev Parker
Teresa Moser Partners Creative, Inc.
Lecture Series Endowment David and Barbara Moss John Patrick
• William Allen International Business Endowment Mountain West Bank Krista Paul
• Nils A. Ribi Endowment MTB Management, Inc. Patrick and Candice Payne
• W.J. and Rosemary Gallagher Memorial Fund Rachel Mower-Rinehart Terry and Patt Payne
• Thomas S Hines Jr. and Sandra J. Hines Robert and Barbara Muir William and Pamela Payne
Fletcher and Karen Mulvaney Michaele Peabody
SoBA Opportunity Fund Muralt Family Foundation Dan and Kathryn Pecha
• School of Business Administration Opportunity Fund Muralt’s, Inc. C. and Ernestine Pedersen
• The Gilkey Center Opportunity Fund Zane Murfitt Don and Beryl Pehlke
• John and Ellen MacMillan Opportunity Fund Daniel Murphy Michael Pelatt
• K enneth Hufford and Helen Huxley Hufford James Murphy Herbert and Verna Penner
Kelly Murphy James and Barbara Penner
Opportunity Fund Martin and Nadine Mutch Pepsi Bottling Ventures Matching
• Patrick and Judy McDonald Opportunity Fund Arne and Vikki Mysse   Education Gift Program
• Boynton and Helen Paige Endowment Steven and Bonnie Nagode Tessa Peressini
• John Ruffatto Award Endowment Gary and Marcia Nelson Rock and Janeil Perkins
• Poe Family Opportunity Fund Sandi Nelson John Perros
Shaun and Ellen Nesbitt Edward and Darlene Peterson
37 | D e a n ’ s R e p o r t 2 0 1 3 - 2 0 1 4 Network For Good Robert and Sylvia Peterson
Clyde and Judith Neu Ronald Petrick
John and Martha Neuman Norton Petrovich
Joseph Nevin Don and Eileen Pettigrew
Dallas and Andrea Newsome Stephen and Ann Phelps
Mark and Mary Nicholls Russ and Jayne Piazza
David and Julia Pierce

eexx cc eellllee nnccee
James and Janelle Pinsoneault Howard and Joan Sandford Rick and Judi Sullivan Mary Wamsley
Lawrence Pitet Paul and Linda Sandvig Russ and Lisa Svingen Shirley Warehime
H. Ronald Pitt David Sather Russell and Arlene Svingen Kyle and Janelle Washington
Cathryn Plum David L. Sather Jr., CPA Ross Swanson Donald and Patricia Watne
Plum Creek Foundation Kent and Vicki Saxby Max and Betty Swanson Foundation Richard and Dolores Wellenstein
John and Dale Plunkett John and Mary Schaff Lowell and Karen Swenson Wells Fargo Educational
Donna Poggi Marjorie Mosher Schmidt Foundation Kenton Swift   Matching Gift Program
DeAnna Poling Renata Schroeppel Arthur Tadej Western States Insurance
Trina Ponce Mario Schulzke Talent Buyers Network Whatley Foundation
Gregory Popp SCL Health System Carl and Lorna Tanberg J. Anthony and Linda Whatley
Portland General Electric John Scott and Amy Wilson Scott Lee and Mary Jane Tangedahl Christopher Wheeland
Marilyn Porter James Scoville Kathleen Tarkalson John and Wanda Wheeler
Duane Portwood Terry and Karen Screnar Jacob Taylor Matthew and Kathleen Whetzel
J. Alan and Sarah Post Donald and Joanne Seese Nicholas Teel Alan and Kathleen White
Thomas and Joyce Powers Seese Trust TerraEchos Inc Gary and Veda Whitman
PPL Energy Plus John and Lauren Seidl James Thomas Joseph Whittinghill and
Ronald Premuroso Curt Shaffer Mark and Carol Thomas   Blake Takamura
Walter and Mary Presser Ralph Shane George Thompson David Whittle
Julie Proctor SharkTECH Internet Services Jack and Janice Thompson Richard Wiebke
Professional Property Henry and Melanie Shearer William Thompson James and Linda Wier
  Management, Inc. Michael Sheldon Roger and June Thomsen Warren and Betsy Ross Wilcox
PWI Ray and Joyce Sheldon Barton and Marilyn Thomte Thomas Wilk
Lloyd and Janel Queen Bradley Shepherd Ken and Carol Thuerbach Peter and Michelle Wilkins
RBC Wealth Management Terry Sheppard Stephen Mathers and Dianna Tickner Jeff and Jonna Wilkinson
Jerry and Cecilia Raaum Joseph and Cherie Shevlin Michael and Gloria Tilleman Thomas and Deborrah Willard
Helay Rahimi Marjory Shiell Suzanne Tilleman John Williams and
Terry and Rachel Rasmussen Jay and Alice Shilhanek William Tiritilli   Debra Shaler-Williams
Bill and Melanie Rasor Jay Shilhanek, Inc. P.S. Larry and Susan Toder Joseph Williams
Augie-Jo Records Nader and Nancy Shooshtari Cary and Elaine Toepke Theodore and Peggy Williams
George Redding Donald Shurr Rudy and Teresa Tomich Tamara Williams-McMahon
Carrie Rees Silicon Valley Community Foundation Ned Tomsheck and Sarah Hiteman Cody Wilson
Ralph and Arlene Rees Patrick Simons Sean Torcasi Douglas and Shirley Wilson
Roy and Carol Regel Thomas and Michelle Sinas Gary Towner Charles and Mary Winfield
Randy and Debbie Reger Lloyd and Cheryl Sinclair Jim and Deborah Toy Jason Winship
Reger Properties James Skinner Toyota USA Foundation Wendy Winsor
Robert and Barbara Reider Ryan Skinner Trader Brothers Donald and Elaine Witmer
Robert and Carol Relitz James Sloan Todd Tregidga Eric and Carla Woehler
Robin Rennick Lois Smeltzer John and Mary Ellen Turmell James and Mary Wontor
Republic Services of Montana Brett and Sharon Smith UBS Financial Services Margaret Woo
Republic Services, Inc. Craig and Leanne Smith   Matching Gift Program Seth Woodhouse
Michael Reynolds Donna Smith Randy Ueland Donald and Ellen Wulf
Kerri Ridenour Douglas Smith UM Bookstore Timothy and Kristen Wynne
Ralph and Janet Ripke James Smrcka United Way of King County Ronald and Amy Yates
Dale Ritter Kate Snelling University Faculty Association Paul and Tamara Yedinak
Brian and Kimera Robertson Kristen Sohlberg Randolph Urbanec Kelly Zanto
Rita Robertson William and Ellen Solem US Bank Foundation Cheryl Zinne
Edward Robinson Charles and Jo Lynn Sommers Vanguard Charitable Kimberly Zipp
Owen Robinson Donald and Kathleen Spritzer   Endowment Program Elaine Zipperian
Thomas and Kathy Robinson Gordon and Jill Spunich Thomas and Kathleen Van Meter
Robert and Alice Romek M. Dale and JoAnn Stanhope Phillip and Cheryl Van Ness Every gift is truly
H. Leon and Linda Rorie John and Patricia Stark Victor Velk appreciated, and allows
Gregory Rorvik State Farm Insurance David and Ellen Vellenga us to meet our ever growing
Andrew Rosenthal Gary Staudinger Mario Venturo needs. Listed are alumni
Charles and Micheleyn Ross Harvey and Ila Steen Verizon Foundation and friends who contributed
James and Elizabeth Ross Adam Steffen David Severson and Gail Verlanic between July 1, 2012 and
Larry and Jo Rowland Jack and Virginia Stelling William and Mary Vickoren June 30, 2013. If you notice
Katherine Royal Christopher Stephens David Violett an error, please contact
William Ruegamer Mark Stermitz Gerhard and Ursula Von der Ruhr us and accept our
Shelly Rush Jeannette Stewart-Pittman Douglas and Kimberly Wagner heartfelt apologies.
Robert and Nadine Rusk Elizabeth Stinchfield Laura Wagner
Robert and Sherry Rusunen Ronnie Stinson Mary Lou Wagner
Gary Ryan Willard and Claudia Stong Wahlberg Family Property LLC
Thomas Rygg Justin Stratton Neil Wakley
S.G.L. Investment Advisors Inc. Dean and Sally Stumvoll Timothy and Kathy Waldo
Salesforce.com Foundation Daniel and Mary Sullivan Jody Wallick
Richard Saltus Eugene Braun and Mary Gail Sullivan Vera Walters

D e a n ’ s R e p o r t 2 0 1 3 - 2 0 1 4 | 38

papratrnt en ersr s fof orr
Scholarship Awards2013 Scholarship Awards ($260,000 total)
Accounting and Finance Faculty Scholarship Helen and Dan Kidder Endowed Scholarship
Benhart H. and Louise H. Kero Scholarship
Montana First Credit Union Mabel Allen Memorial Scholarship Louis F. Kinney Scholarship
Anderson ZurMuehlen & Co., P.C. Scholarship Ida M. Kober Scholarship
Beta Alpha Psi Scholarship KPMG LLP Scholarship
Big Sky Chapter of the Association of Certified Fraud Examiners Lake Missoula Chapter, Association of Government Accountants
(ACFE) Scholarship Scholarship
Dr. Paul B. Blomgren, Dean Emeritus Scholarship Terry and Angela Lang Work Pays Scholarship
Bill and Genevieve Boisvert Scholarship Scott MacDonald Memorial Scholarship
Bill and Phyllis Bouchee Scholarship James and Joy Mariska Business Scholarship
John and Sheila Buchanan Scholarship
Douglas A. Buckingham Memorial Scholarship in Accounting Mark and Carrie Matsko Scholarship
Jack and Nancy Burke Scholarship in Business Dean’s SoBA MBA Scholarship
Byrne Accounting Scholarship Don McGonigle Memorial Scholarship
Donald J. Byrnes Memorial Scholarship MISA (Montana Information Systems Association) Scholarship
Paul and Nancy Caine/Schilling International Business Scholarship Missoula Chapter, Montana Society of
Howard J. and Grace D. Carroll Memorial Scholarship   Certified Public Accountants Scholarship
Junies Chase Scholarship Bill and Avis Mitchell Business Scholarship
Marva Kirby Christian Scholarship Montana Bankers Association 25 Year Club
Frank C. and Adah M. Clapp Memorial Scholarship Montana Society of Certified Public Accountants Scholarship
John and Donna Cloud Scholarship Ivan and Shirley Nelson Scholarship
Dan and Sue Connors Scholarship NorthWestern Energy Scholarship
John and Kathleen Connors American Indian Business Leaders O’Leary/Cardinal Family Scholarship
Student Scholarship Erik Jon Osburnsen Memorial Scholarship
J.E. Corette Memorial Scholarship Raymond K. and Natha Ostby Scholarship
Davidson Companies Scholarship Rock and Janeil Perkins Scholarship
Kenneth H. Davis Endowed Scholarship Arnold Peterson Marketing Scholarship
Patricia Pump Douglas Accounting Scholarship Poe Family Scholarship
Eide Bailly, LLP Scholarship Derek W. Price Scholarship
David and Goldie Enger SoBA Athlete Scholarship Robert L. Prigge Scholarship Endowment
Everett C. Elliott Memorial Scholarship Mary M. “Peggy” Ford Rockwell Scholarship
Rhoda Harrington Farris Scholarship Richard A. Rolando Scholarship
Raymond C. Feldt Memorial Scholarship SoBA Faculty Scholarship
Hal Fraser Community Leadership Scholarship Carmen Cobb Stufft Memorial Scholarship
D. Scott Frizzell Memorial Scholarship Max and Betty Swanson Memorial Business Scholarship
Galusha, Higgins & Galusha Scholarship Touch America Business Scholarship
James and Maggie Gleason Scholarship Tractor and Equipment Co. Scholarship
Harold Hanson Scholarship Joe and Jackie Valacich MIS Scholarship
John Ace Hitzeman Scholarship UM Alumni @ Microsoft Scholarship
Louise I. Voorhees Hoback Scholarship Neil F. Wakley Scholarship in Business
William and Shirleyann Horning Scholarship Dorothy Campbell Wallace Scholarship
Junkermier, Clark, Campanella, Stevens, P.C. CPA’s Scholarship Brenda Farrell and M.B. (Scotty) Wilson Memorial Scholarship
Harrison Palmer Kellum Scholarship

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eexx cc eellllee nnccee

GILKEY CENTER for Executive Education

The 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.

Gilkey Center Investors Paul and Betty Haack Pacific Steel & Recycling
Dayne and Judi Hanna Phil R. and Stella Palm
Charles and Lynette Ainslie Hanna & Associates, Inc. Bill and Cheryl Papesh
Bank of Montana John M. and Virginia J. Harlow Lloyd and Janel Queen
Ned M. Barnes Brad and Terri Herron Dianne E. Spires
Rodney W. Barnett Linda L. and Kermit K. Houser Gregory K. Stahl
Donald N. Bauhofer The Ingold Family Ron and Heidi Stanley
BDO Seidman, LLP William and Cherrie Knick Sterling Financial Corporation
Katherine Berger Sean and Rhonna Kollenkark Max and Betty Swanson Foundation
David and Cherie Bobbitt Peter Kolokotrones Joseph T. and Carolyn E. Swindlehurst
Thomas H. and Ann Boone Helen Kolokotrones William D. Symmes
Donald and Shirley Brickley Jim Kolokotrones and Norma Sotomayor Martin David and Patrice K. Teckler
Robert and Bettina Burke Jacques Koppel Raymon F. and Ladeine A. Thompson
J. Jack and Nancy Calvert Burke Robert D. and Renee Larrabee Warren F. and Jane F. Vaughan
Glen and Sharilyn Campbell Lawrence A. Wertz Children’s Trust Sharon L. Vega
Citigroup Foundation L’Heureux-Page-Werner, PC David O. and Donna Wallace
Raymond and Amy Stafford Cosman Stephen M. L’Heureux and Carol Bradley Wendy’s of Montana Foundations, Inc.
Jim and Becky Cote Ed and Peggy Matteucci Tony Wertz and Grace Daniel
Daniel Warren McGowan Memorial Judith C. and Sam E. McDonald Jr. Joseph Whittinghill and Blake Takamura
Ian and Nancy Davidson   Family Trust A. Warren and Betsy Ross Wilcox
George M. and Jane I. Dennison Greg McFaul and Loreen Leonard McFaul Ezra A. and Cindy R. Williams
Tom Deveny Jakki Mohr Witherspoon, Kelley, Davenport & Toole
William L. Eisenhart Dr. Leroy M. Moline Jr. and Ronald J. Yates Jr. and Amy L. Yates
James P. Fugate   Patricia Walker Moline Paul and Tamara Yedinak
Larry and Dee Dee Gianchetta Donald C. and Patricia Orlich Bill and Carole Zuppe
Priscilla L. and Harold B. Gilkey Darren Orr
Janet and Duane Gilkey
Golf Savings Bank

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

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52 Don Stanway, ‘52, continues 63 Gary Gallaher, ‘63, spends 69 James M. McDonald, ‘69, is the
to run his family business, A & his retirement managing a CFO for St. Labre Indian School
I Distributors. Don writes that he is “ still vacation rental cabin at The Sea Ranch, Educational Association located in Ashland,
working every day but ‘down to half days- CA and operates a part time home repair MT. He plans to retire this year and live at
-7AM to 7PM, 7 days a week.’” Don and (handyman) business in Orinda, CA. his house south of Lolo so he can enjoy the
his wife, Dollee, reside in Billings. Don Missoula area again.
still finds time to play trombone in the UM 64 Melvin R. Good, ‘64, worked
Alumni Band, marching in the Homecoming as a Supply Officer in the U.S. 71 Ron Ratcliff, ‘71, enjoyed a 31
Parade for the past 25 years. Navy Supply Corps and later had a career in year career in the Navy, which
residential lending. He now enjoys following included teaching at the Ecole Navale in Brest
54 the Griz football team’s success and spending France, serving as a military attaché at the
Jack Callahan, ‘54, retired from time with family. U.S. Embassy in Kuala Lumpur Malaysia,
AXA-Equitable in 2011 after an command of a guided missile frigate and
aerospace career with Douglas/McDonnell/ William L. Felix, Jr., ‘61, ‘64 MS, professor at the Naval War College in
Boeing. Jack lives in North Tustin, CA with retired from the University of Arizona in Newport, RI, where he continues to teach as
his wife, Eva, and their five grandchildren 2011 as the Eller Professor of Accounting a civilian. Ron returned to the classroom as a
keep them busy. Emeritus. He and his wife, Darlene, are student and earned a Ph.D. in Humanities from
enjoying easing into retirement. Salve Regina University in 2008.
56
Although Dale Mahlum, ‘56, 66 Charles G. Hubbard, ‘66, is 72 Ann Cade Phelps, ‘72, received
is officially retired, he still raises enjoying retirement on the shores a life-saving kidney transplant last
horses and works for the state as a member of Echo Lake, where he loves the view and year and feels blessed to be able to watch
of the Montana Board of Horse Racing. community of the wonderful Flathead Valley. her son, Thomas Cade Phelps, age 20, enjoy
college life at Sonoma State University.
57 Joe Morris, ‘57, and his wife, 68 Arvid Mostad, ‘68, and his
Sallie, still live in Butte America, wife, Shirlee Christensen, own Patrick Shannon, ‘70, ‘72 MS, is Dean
and celebrated their 60th wedding Mostad and Christensen, Inc., a publishing of the College of Business and Economics
anniversary in September 2013. They enjoy company that provides marketing at Boise State University. He has been
retirement and stay active supporting various materials to CPA firms. They live in in a professor of statistics and operations
local nonprofits. Oak Harbor, WA. management there since 1974.

Roy H. Bowman, ‘57 is retired and loving it! Grady Plemmons, ‘68, retired from 74 C Max Murphy, ‘74, owns radio
the Frigidaire Co. in 2005. Grady and stations in both Missoula and
61 Shirley Spurgeon, ‘61, is in her his wife live most of the year in Turner, Bozeman, and writes, “the fun with the two
53rd year of teaching, and currently OR (outside of Salem), and spend winters Universities is unlimited.” Go Griz!
teaches family and consumer sciences in Arizona.
classes at the alternative high school in 75 Douglas Nissen, ‘75, lives in
Kalispell. Shirley is married to Clinton “Bill” Evanston, WY where he is President
Spurgeon and they have one daughter. of 1st Bank, a division of Glacier Bank which
is headquartered in Kalispell.
Griz fans
predicting Cindy Gustafson, ‘75, is CFO for
the score at WashingtonSTEM, a not-for-profit in the
homecoming education reform space that is working to
close the skills gap in Washington state. She
tailgate and her husband, Tom Chatriand, have two
grown children.

77 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.

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Friends catch up at SoBA tailgate party.

78 Edwin Harris, ‘78 MBA, is now 80 Mike O’Neill, ‘80, has worked communications, events documentation and
retired after a long and successful for Montana Power/NorthWestern training for its product line. Denise comes
career in various healthcare financial Energy since 1981. He is the Director of from a real Griz family, as three sisters, two
positions. He enjoys living in two locations Organizational Development and Labor brothers-in-law and a niece also graduated
depending on the season; New River, AZ Relations. Karen Walker O’Neill, ‘80 has from UM.
and Kila, MT. Edwin has fond memories worked for Town Pump Corporation since
of his classmates and Dean Gianchetta’s 1981, where she is a senior accountant. Their Tom Mellor, ‘80, retired in 2013 from a
graduate statistics class. daughter, Katie, plans to be married this 20-year career with State Farm Insurance.
August. Mike is currently the Chairman of Upon retiring from State Farm,Tom
N. Leroy Kauffman, ‘78, earned a Ph.D. the Board of Leadership Montana, President embarked on a second career in consulting
from The Ohio State University and has of the Montana State Golf Association and to organizations that want to use agile-based
taught at Eastern Mennonite University, The just finished a six-year term on the UM software development processes - coaching
Ohio State University, Virginia Tech and Foundation Board of Trustees. The O’Neills their teams in the practices. Although his
Western Carolina University. At Western reside in Butte, MT. consulting business demands a great deal
Carolina University, he served as Associate of travel, Tom, his wife, Maryann, and
Dean and Dean of the College of Business Denise Grills, ‘80, lives in Denver with daughters, Lindsey (11), Kristen (9) and
and currently has a full-time faculty role her husband of 29 years. The couple has Amanda (6), call Bloomington, IL, home.
teaching accounting. Leroy still has an two daughters in college. Denise has
official picture of the Griz, which was a gift worked in Oracle’s JD Edwards Enterprise 81 Russell Schmittou, ‘81, is
from the Athletic Department for a football Resource Planning product line for the past CFO for McMillan Electric in
stadium feasibility study in 1977, hanging on 18 years. She is responsible for all product San Francisco.
his living room wall. content including product marketing,

D e a n ’ s R e p o r t 2 0 1 3 - 2 0 1 4 | 42

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87 93 89 Suzanne Gates Cannady, ‘89,
94 was CFO for a pharmacy in
V. Neal Nikolaisen, ‘81 MBA, retired after Polson when she decided to return to
24 years of being a statistician in the health 95 school and earn a pharmacy degree.
care industry. He is looking forward to what Suzanne completed her Pharm.D. degree
the future holds. The place to be: in 2004 and works for Fred Meyer
SoBA tailgate Pharmacy in Yakima, WA.
82 Greg Sauber, ‘82,lives in
Denver, CO, where he owns three 85 Miriam Kroschel, ‘85, is a CPA Pat J. McHugh, ‘89, graduated from UM
restaurants. The Washington Park Grille and operates her own accounting School of Law in 1994. He is the Executive
celebrated its 20th anniversary in April. firm in Washington state. Her focus is Director of Business and Operations for
Max Gill and Grille opened in the summer helping small business and individuals with Missoula County Public Schools.
of 2006, and is a fine dining seafood their accounting and taxes, and she loves it!
restaurant. Last summer he opened Agave Cynthia Brooks, ‘89, graduated from UM
Taco Bar. All three restaurants are located 86 Maria Bishop-Carns, ‘86, School of Law in 1992. She is the senior
in the Washington Park area of Denver, on a has been with Bishop Insurance remediation counsel with the Montana
historic street known as Old South Gaylord. Service her entire career. She began as its Department of Environmental Quality,
accountant and is now also involved in IT specializing in Superfund enforcement.
Jim Auger, ‘82, is thrilled to be the co- management and is a licensed insurance
owner of the Higgins Avenue Dairy Queen producer. Maria lives in Missoula with her 91 Kevin Michael Harwood, ‘91,
with Art and Jo Mandell. Jim was recently husband, Ken Carns, and they have two lives in Ohio and works for Wayne-
elected to serve on the UM Foundation grown sons. Dalton.  He and his wife have one son and
Board of Trustees and is excited for the own The Pauper’s Kottage, a candle shop. 
opportunity. John E. Davis, ‘86, is celebrating 19
years with Zep, Inc. where he is Director of 92
83 Jerome Morasko, ‘83, is Distribution, Western US – Canada. John Brian Mallory, ‘92,
President and CEO of Avita Health and his wife of 25 years, Barbara, live in owns two companies: Mallory
System in Ohio. Temecula, CA, and have two daughters Appraisals, which provides residential real
Elizabeth (16) and Christine (13). estate property appraisals, and Mallory
84 Sydnie Salbador Sliker, ‘84, Property Tax Advisors, which provides
began her career in banking. After a 87 Lisa Tedesco Maurer, ‘87, property tax appeal services. He lives in
stint as a stay-at-home mom, she is currently works for Citi Private Bank as a Memphis, TN.
the bookkeeper for her church, which keeps Director in the North America Family Office
her very busy. She and her husband have a Group. She lives in New York with her two Daniel Astle, ‘92, works as a
son in high school and a daughter in college daughters. Business Planning Specialist for The
on the East Coast. Avitus Group in Denver, CO. Daniel is
Steve Mauer, CPA, ‘87, is MauerPower married to Danchen Yi, ‘96 MAcct, a
Consulting, western Montana’s CFO by-the- Commercial Real Estate Agent for Dunton
hour, helping visionary entrepreneurs stay Commercial.
focused on the vision; improving people,
policy, process, and profit. 93 Donya Haas, ‘93, lives in
Kent, WA, where she is a finance
manager. She recently started a new
business, Double Dee Cupcakes.

94 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.

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95 Angela Previte-Barnhouse, Mike Ross, ‘02, works as a Systems Standing room only
‘95, is Executive Officer at the Engineer for a Fargo, ND-based company, at SoBA tailgate.
Bitterroot Building Industry Association High Point Networks, out of its Billings
in Hamilton, MT. In 2010, she and office. His wife, Bethanne Clark- 04 Kristen Kennedy, ‘04 MBA, is
her husband, Glen, opened their own Ross, works at Wells Fargo as a Loan Director of Development for the
excavation business in Missoula, Dig It Administrator Manager and is a current College of Liberal Arts at the University of
Excavating, Inc. off-campus MBA student. Nevada, Reno.

97 Shannon Noble, ‘97, is an 03 Fredrik Lindahl, ‘03, Jesse Stiles, ‘04, is a Store Development
Employment Specialist for the is CEO of Flightradar24, a Leader with Dominos Pizza and lives in
Disabled Veterans Outreach Program at the Stockholm, Sweden-based flight tracking Denver, CO.
Missoula Job Service. service that provides positional data for
aircraft around the world. Brandon Holmes, ‘04, started his own
99 Kelly Murphy, ‘99, spent 14 years business, Holmes Real Estate Appraisal Co.,
living in San Francisco and Seattle located in Stevensville, MT. In November
while working for Accenture. Last July he 2013 Brandon earned MAI designation
and his wife purchased a State Liquor Store from the Appraisal Institute. He resides in
in his hometown of Kalispell, MT. Kelly Stevensville with his wife and three children.
also works remotely for Liberty Mutual
Insurance as a Special Projects Manager. The famous
Life is busy between the store, job and two SoBA jambalaya.
young kids ages 1 and 3, but they are excited D e a n ’ s R e p o r t 2 0 1 3 - 2 0 1 4 | 44
to be back in Montana. Go Griz!

00 Michael Sanderson, ‘00, is
President/CEO of Sanderson
Stewart, a community development
services firm. He lives in Billings, MT.

01
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.

02 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.

whew rhee r ae raer eth

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 Kali Lindner, ‘06, created OULA, a one- Tailgating is a family affair.
education at the University of Idaho, hour high energy dance workout named
where he is studying Agricultural Science, afer her hometown of Missoula. OULA has Jacob Krebs, ‘07, manages Analytics and
Communications and Leadership. Craig been around since 2010 and has developed a Business Intelligence Reporting for Kiewit
writes that he is, “proud to be a Griz and dedicated following nationally. Corporation in Omaha, NE. He is married to
always a Griz.” his lovely wife, Melissa, and has a wonderful
Ashley Corbally, ‘06, and several son, Hank, who turned one in April. With all
05 Robyn Berg, ‘05, is the Fiscal & colleagues, own their own financial services of this excitement he still tries to get in some
Academic Affairs Assistant to the business that is affiliated with Northern biking, although most tends to be road riding
Chair in the Computer Science Department Rockies Financial Group in Missoula. Ashley since the mountain biking in Nebraska is just
at UM. and her husband, Jason, have a 3-year-old not the same as western Montana!
son, Peyton, who keeps them on their toes.
06 Coley M. Jones, ‘06, is Finance Tiffany N. Kuehn, ‘07 MAcct, began
Manager at Karl Tyler Chevrolet in Mariana Luminita Nicolae, ‘06 MBA, her career in KPMG’s Portland, OR, office
Missoula. Coley writes, “I love my job and earned a Ph.D. in Business Administration as an audit associate. She was promoted to
credit many of my talents to the UM School (Operations Management emphasis) at the Audit Manager in 2012, specializing in the
of Business.” University of South Carolina. She is an healthcare/higher education industry. Last
Assistant Professor of Operations and Supply June, Tiffany and her husband returned
Griz fans start young. Chain Management at Eastern Michigan home to Missoula where she works as UM’s
University. Internal Audit Manager.

07 Stephanie Krebs-Anderson, 09 Derek Duncan, ‘09, lives
‘07, lives in Spokane, WA, with in Colorado where he works
her husband, Colin Anderson, where she as a senior analyst for marketing and
works as a Staff Attorney for Clearwater communications at the University of Denver.
Paper Corporation. Her practice includes While at DU, Derek is pursuing his MBA.
commercial contracts, environmental
compliance, health and safety compliance 10 Ryan Jellesed, ‘10, works for
and litigation management. Boeing Commercial Airplanes
in Seattle as an IT Integrations Project
Manager.

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Caleb Senn, ‘05, ‘10 MBA, is Alette Boogman, ‘12, moved to Los Shanice R. Waldo, ‘11, ‘13 MAcct,
Compliance Officer and Marketing Officer Angeles after graduation and interned at successfully passed all CPA exams. She
for the Family of Banks in Montana. He is Filter Magazine and Epitaph Records, lives in Kalispell, MT, where she works for
President Elect of Bitterroot Valley Kiwanis worked at American Apparel Corporate Joseph Eve CPAs as a consultant. Joseph
and writes that he is “proud of my education and played cello for Dia Frampton. In Eve resells and implements cloud accounting
and experience/opportunities I gained from January 2014, she became the Marketing software and Shanice is thrilled to get to use
SoBA.” Coordinator for Tom’s Shoes in its both her MIS and accounting backgrounds.
EMEA Headquarters in Amsterdam. Austin P. Rust, ‘13, works for KPMG’s
Daniel Thurman, ‘10 MBA, is a Combat IT Attestation practice in its Portland, OR
Systems Officer in the United States Air Force. 13 Mark Shirley, ‘13, is assistant office. He takes advantage of all the travel
controller for Johnson Brothers by visiting old friends and going to new
11 Walter Kelly, ‘11, is an account Companies. He is currently taking the breweries in the cities he works in.
executive for the Denver Outlaws CPA exam.
professional lacrosse team. The team is Paul and Kathy Polzin
owned by Pat Bowlen and plays at Sports Jordan Marvin, ‘13, lives in Bend, OR,
Authority Field at Mile High. where he manages the e-commerce
and marketing operations for an emerging
Elizabeth Lathrop, ‘11, lives in San product line and company, The
Francisco and works as a Project Manager Wrapper Slapper.
at Macys.com. She has maintained her ties
to Missoula through serving as the Director Ivy Dong, ‘13 Pharm.D./MBA, is a
of Public Relations and IT for Dress for pharmacist at Safeway in Phoenix, AZ.
Success Missoula, a nonprofit aimed at
helping disadvantaged women by providing Saskia Boogman, ‘08, ‘13 MBA, was
professional attire, a network of support and hired as Marketing and Media Manager
the career development tools to help women for All American EFX Sport, a sport
thrive in work and in life. supplement company in Billings, MT.

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.

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

D e a n ’ s R e p o r t 2 0 1 3 - 2 0 1 4 | 46

School of Business Administration

Gallagher Business Building (MBUA01)
Missoula, MT 59812

business.umt.edu

“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

Photo by Josh Sanders