JACK S. RADER, CFA. Financial Management Association (FMA) Eagle Trace Tampa, FL (813)

Transcription

1 JACK S. RADER, CFA Financial Management Association College of Business Administration University of South Florida Tampa, FL (813) Eagle Trace Tampa, FL (813) EXPERIENCE Current positions: September, Present Executive Director Financial Management Association (FMA) Tampa, FL Plan, formulate, establish and implement policies and programs to further the goals of the Association Plan, organize and direct staff, programs and activities of the Association Coordinate publication of the Association journals and books Develop and implement annual and long-range budgets, financial controls and employee compensation strategies Supervise financial statement preparation and tax compliance activities Advise investment committee on investment decisions and policies October, Owner and President The Financial Analysts Review of the United States Tampa FL Provide training to candidates for the Chartered Financial Analyst certification Instruct candidates in portfolio management and related topics

2 March, Present Adjunct, Finance Department University of South Florida Tampa, FL Teach security analysis, portfolio management, strategic planning, valuation, working capital management, capital budgeting and financing. September, Seminar Leader 2001 American Association of Individual Investors Chicago, IL Teach mutual fund analysis, portfolio management, stock management and analysis and retirement planning Other experience: January, August, 1979 Swimming Coach Southwest Florida Swimming Association, Fort Myers, FL ( ) Wilmington Aquatic Club, Wilmington, DE ( ) Orlando Metro Aquatic Club, Orlando, FL ( ) Developed several nationally ranked competitors and All-Americans Won numerous team titles, recognitions and honors Sports Ambassador, Orlando Chamber of Commerce, 1975 All-Star Coach, Middle Atlantic Association, 1977 All-Star Coach, Florida Association, 1979 March, June, 1974 Counselor Cherokee Junior High School, Orlando, FL Developed programs for counseling potential early drop-outs and their families Coordinated school and community support programs EDUCATION September, 1991 Awarded the Chartered Financial Analyst (CFA) designation by the Institute of Chartered Financial Analysts and the Association for Investment Management Research, Charlottesville, VA 22903

3 Master of Business Administration Degree Concentration: Finance University of South Florida, Tampa, FL Beta Gamma Sigma, 1981 Phi Kappa Phi National Honor Society, Bachelor of Science Degree Major: Management Science University of Tennessee, Knoxville, TN Florida State University, Tallahassee, FL PUBLICATIONS Articles (Business Age, Milwaukee, WI): 1. Increase the Value of Your Business, Vol. 1, No. 1, 1986, pp Using Financial Analysis, Vol. 1, No. 2, 1986, pp Working Capital Management (Part 1), Vol. 1, No. 3, 1986, pp Working Capital Management (Part 2), Vol. 1, No. 4, 1986, pp Restructuring the Firm to Prevent or Recover from Economic Failure, Vol. 1, No. 5, 1987, pp Understanding the Impact of Taxes on Your Business Decision-Making, Vol. 1, No. 6, 1987, pp , Improving Your Forecasting Skills to Increase the Value of Your Business, Vol. 1, No. 7, 1987, pp Analyzing Business Investment Alternatives: A Systematic Approach to Adding Value to the Firm, Vol. 1, No. 8, 1987, pp Establishing Risk-Adjusted Rates of Return, Vol. 1, No. 9, 1987, pp , Enhancing Profitability Through Profit Planning, Vol. 1, No. 10, 1987, pp Identify and Align Owner and Manager Financial Objective to Maximize the Wealth of the Firm, Vol. 1, No. 11, 1987, pp. 8-12, Understanding the Impact of Debt and Equity Financing on the Value of Your Firm, Vol. 2, No. 1, 1987, pp

4 Books: Managing Pension and Retirement Plans: A Guide for Employers, Administrators, and Other Fiduciaries (Oxford University Press, 2004) Managing Pension Plans: A Comprehensive Guide to Improving Plan Performance, (with Dennis Logue), Harvard Business School Press, 1998 (winner, The Clarence Arthur Kulp/Elizur Wright Memorial Award for outstanding original contribution to the literature of risk and insurance, American Risk and Insurance Association, August, 2000) Cash Management Strategies chapter, AMA Management Handbook (Third Edition), AMACOM, New York, NY, Careers in Finance, Financial Management Association, Tampa, FL 1983, 1999, OTHER PROFESSIONAL ACTIVITIES (partial list) Positions: President, Financial Analysts Society of Tampa Bay, Globalization Committee AIMR, Board of Regents, Chartered in Financial Management Certification, and 2002-present Professional Awareness Committee - AIMR, Education Chair - Central Florida Society of Financial Analysts, Director - Central Florida Society of Security Analysts, Member - USF Finance Department Advisory Council, 1991-present Committee Chair - USF College of Business Awards Program, 1992 Program Chair - USF Business Leaders Conference, 1991 Graduate, Leadership USF, 1989 Board of Directors - USF Alumni Association, President - USF College of Business Alumni Society, United Way - College Campaign Chair, 1985 President - Beta Gamma Sigma (USF Chapter), 1982 Memberships: Academy of Financial Services American Finance Association American Real Estate Society Association for Investment Management Research Financial Analysts Society of Tampa Bay Eastern Finance Association USF Founders Society

5 JACK S. RADER, CFA Biographical Sketch As Executive Director of the Financial Management Association International (FMA), Jack is the chief executive officer of the largest academic finance organization in the world. Internationally recognized for its work in facilitating the transfer of ideas and information between university professors and business executives, FMA encourages action-oriented research and underwrites a variety of programs that enhance the study and practice of finance. FMA publishes the research journals Financial Management and Journal of Applied Finance and has published over 20 finance books in the Financial Management Survey & Synthesis Series. In addition, the FMA hosts annual conferences in North America, Europe, and Asia that feature presentations of contemporary research, panel discussions involving leading practitioners and academics, and tutorials. As an Adjunct Professor in the Finance Department at the University of South Florida s (USF) College of Business Administration for the past twenty five years, Jack has taught courses on financial management, security analysis, portfolio management, strategic and financial planning, valuation, and risk management. Jack is former owner and President of the Financial Analysts Review of the United States (FAR), a company that trained money managers and security analysts from around the world. Jack also conducted seminars on managing mutual fund and equity portfolios for the American Association of Individual Investors (AAII), has provided litigation support on various economic issues, conducts executive education programs for Fortune 500 companies and other organizations, and consults for the pension fund community. Jack has published several articles on a variety of finance topics. In addition, Jack served as Editor of the Financial Management Collection, edited the book Careers in Finance, has contributed a chapter on cash management to the AMA Management Handbook (Third Edition), is co-author (with Dennis Logue) of Managing Pension Plans: A Comprehensive Guide to Improving Plan Performance (Harvard Business School Press, 1998 winner of the Clarence Arthur Kulp/Elizur Wright Memorial Award for outstanding original contribution to the literature of risk and insurance, American Risk and Insurance Association, August, 2000), and is co-author (with Dennis Logue and Gus Baker) of Managing Pension and Retirement Plans: A Guide for Employers, Administrators, and Other Fiduciaries (Oxford University Press, 2004). Jack s community activities include Regent, Institute of Certified Management Accountants; Founder and Past President of the USF College of Business Alumni Society; member of USF s College of Business Financial Services Advisory Board; member of the USF Founder s Society, American Finance Association, American Real Estate Association, Eastern Finance Association and the Academy of Financial Services; past college representative of the United Way Campaign; and, member and past President of the Financial Analysts Society of Tampa Bay. Jack is also a Founder Member of Hunters Green Country Club. Jack has degrees from USF (MBA, Finance, 1981) and the University of Tennessee- Knoxville (BS, Management Science, 1972). Jack was awarded the Chartered Financial Analyst (CFA) designation by the Association for Investment Management Research and the Institute of Chartered Financial Analysts in 1991.