Common Searches

Schedule of Events

Thursday, November 9, 2023

08:30AM – 09:00AM
Registration / Setup / Breakfast
09:00AM – 09:10AM
Welcome / Introductions
09:10AM – 09:40AM

Keynote Talk: Career Planning - Myths and Realities

Richard Ryffel, MBA, Former Missouri Market Manager at J.P. Morgan Private Bank and Professor of Finance Practice at Washington University

09:40AM – 10:25AM

Banking Panel Discussion

Jeff Cowley, J.D., AEP, CEPA, Executive VP & St. Louis Market Executive at Central Trust Company
Mark Lawson, Director of Treasury Management at Enterprise Bank & Trust
Terrence Rogers, President of Community Lending at Carrollton Bank
Kristi Tramont, Director of Money Operations at SoFi Technologies

Leonid Pugachev, Ph.D., Assistant Professor of Finance at UMSL

10:25AM – 10:40AM
Coffee Break / Networking
10:40AM – 11:10AM

Keynote Talk: Wealth Management Keynote

Don Mueth, DBA, CFA, Managing Director at Asset Consulting Group

11:10AM – 11:55AM

Fintech Panel Discussion

Yiuman Tse, Ph.D., CFA, FRM, Endowed Chair and Professor of Finance at UMSL
David Beverly, Assistant Teaching Professor at UMSL
Tim Dombrowski, Ph.D., Assistant Professor of Finance at UMSL
Leonid Pugachev, Ph.D., Assistant Professor of Finance at UMSL
Kendall Miller, Global Consultant at London Stock Exchange Group

Nasser Arshadi, Ph.D., Professor of Finance and Finance Department Chair at UMSL

11:55AM – 12:40PM
Lunch / Networking

12:40PM – 01:45PM

*Two 30 min. sessions:
Session 1: 12:40-01:10
Break:        01:10-01:15
Session 2: 01:15-01:45

01:45PM – 02:00PM
Conclusion of Conference