Financial Symposium 2016

UH Bauer College Financial Symposium 2016





9 a.m.-1 p.m. Saturday,
April 9, 2016

8:30-9 a.m.

Cemo Hall, University of Houston

To promote Financial Literacy to students and the Houston community in partnership with the Texas Council of Economic Education. Open to all students and the community

In partnership with the Texas Council of Economic Education. Open to all students and the community.

In Conjunction with

The goal of the Financial Symposium is to provide current UH students and the Houston community with information on basic financial topics and on curriculum options for financial education and careers in financial services, including commercial banking, financial analysis, and personal financial planning.

Session Topics

Saturday, April 9, 2016, from 9 a.m. – 1 p.m.
Cemo Hall, University of Houston

Check-in from 8:30-9 a.m.

Click each session topic for more information.

Plenary Session 9-9:50 a.m.

Keynote Speaker:

  1. John Keeton (MS Finance '08), CFA Wealth Advisor, Covenant Multifamily Offices
  2. Your Finances and You: Managing Your Resources

    John Keeton

    John Keeton is a wealth advisor at Covenant Multifamily Offices. In this advisory role, John applies the firm’s proprietary process, Lifestyle. Legacy. Philanthropy.SM, to help clients develop and implement prudent strategies to achieve their lifetime goals. John assists families with their investment, income tax, wealth transfer planning, and philanthropic strategies. He also collaborates with Covenant’s investment team on a variety of portfolio strategy matters, including asset manager analysis, investment research, and trading.

    An original member of the Covenant founding team, John returned to Covenant in 2013 after three years in the Houston area serving as a high net worth banker with JP Morgan’s Private Bank, advising business owners and corporate executives. Prior to joining Covenant in 2010, John was an investment analyst for Texas-based Frost Bank’s Wealth Management Services group. John began his career in the investment industry with SMH Capital as an equity research analyst, focusing on Energy and Consumer Discretionary sectors.

    John is a Chartered Financial Analyst (CFA) and holds an MS in finance from the University of Houston where he graduated with honors, receiving the top student award in the MS finance program. He continues to support the University of Houston as a mentor for the Cougar Fund, a student-run investment fund managing over seven million dollars. The University of Houston recognized John’s accomplishments in a story published in Inside Bauer: From Teenage Investor to High-Wealth Manager. John received a Bachelor’s of Business Administration in finance from Southwest Texas University in 2003 (now Texas State University), where he graduated summa cum laude.

    John enjoys being involved in the San Antonio community where he serves as a Board Member on the CFA Institute Society in San Antonio, a mentor for the students at the Greehey School of Business at St. Mary’s University, a Financial Planning Advisory Board Member for the University of Incarnate Word, a board member for the Texas Business Hall of Fame – Scholarship group, San Antonio Sports – Finance Committee, and a mentor for the University of Texas San Antonio’s Center for Innovation Technology Entrepreneurship (CITE) program. John is also the co-coordinator for the CFA Institute Research Challenge – Southwest, which is a university level equity research competition consisting of over 25 participating business schools in Texas, Oklahoma, Louisiana, and New Mexico. John was recognized as one of the recipients of the 2016 San Antonio Business Journal’s 40 Under 40.

    John lives in Bulverde with his wife, Kathryn, and their three children. Kathryn has her PhD in Industrial/Organizational Psychology and works with NASA. John’s favorite hobby includes family time with his wife, son, and two baby girls.


Breakout Session 1 - 10-10:50 a.m.
  • Learn real world strategies for managing your cash flow so that you know where your money is going and you are not caught short when emergencies happen.


    1. Susan Kizer, Economic Education Coordinator, Federal Reserve Bank, Houston Branch
  • Learn the essentials of how to establish financial stability and manage your money after transitioning from the military.


    1. Ike Ukazu, Current Student, University of Houston C. T. Bauer College of Business
  • A panel of representatives will educate students on careers in Commercial Banking and Financial Analysis.


    1. Vanessa Fellers, Academic Advisor II, University of Houston, C. T. Bauer College of Business


    1. Jorge Borrego, Vice President, PlainsCapital Bank
    2. Donald N. Bowers II, Assistant Vice President, Federal Reserve Bank of Dallas
    3. Charles Guez, Ph.D., NASDAQ Clinical Professor of Finance and Director, Commercial Banking Program, University of Houston C. T. Bauer College of Business
    4. Rickey Jimenez, Jr. AVP, CRA & Fair Lending Officer, Allegiance Bank
    5. Candance Strother, Sr. Business Engagement Officer, TDECU


Breakout Session 2 - 11 a.m. - 11:50 a.m.
  • To better understand your credit score, you need to know what it entails and how to maintain it.


    1. Sherrie Young, Credit Coalition
  • A panel of representatives will educate students on careers in financial analysis.

    Moderator: Investment Banking Scholars Club

    Investment Banking Scholars Club (IBSC) is a collaborative community of students and professionals committed to advancing investment banking as a career opportunity at the University of Houston.


    1. Thomas George, Professor and Senior Associate Dean, University of Houston C. T. Bauer College of Business
    2. Additional Panelists TBD
  • When choosing a career, it is not only important to consider your skills and interests, but also what careers you can align them with to support the lifestyle you desire. There will be an opportunity to hear about careers in finance, especially in personal financial planning services.


    1. Professor John Lopez, Clinical Associate Professor, University of Houston C. T. Bauer College of Business


    1. Chelsea Benoit, Financial Analyst/Junior Planner, Goodman Financial
    2. Winston Savice, Jr., Financial Representative, Northwestern Mutual
    3. Kristal Rios, Professional Associate, Ameriprise Financial Services, Inc.
    4. Suzanne Baker, Client Manager, Mosaic Advisors
    5. Kayla Lail,, Client Manager, Mosaic Advisors


Breakout Session 3 - Noon - 12:50 p.m.
  • To teach students how to effectively negotiate a salary and to evaluate a benefits package which is offered by an employer.


    1. John Lopez, Clinical Associate Professor, University of Houston C. T. Bauer College of Business
    2. Amanda Ware, Career Development Specialist, University of Houston C. T. Bauer College of Business