April 25, 2012
CONTACT: K.E. Schwab
SRU students win financial planning competition
SLIPPERY ROCK, Pa. – A Slippery Rock University School of Business team, comprised of finance majors Nicole Balcer from South Park, Chelsea Czolba from Pittsburgh, and Tara Tracy from Jefferson Hills, has won the Woodmen Financial Planning Competition.
The winning team received $1,000. Woodmen Financial Resources, a financial planning firm based in Green Bay, Wisc., sponsored the event. The competition was hosted at SRU in conjunction with the School of Business and its Sustainable Enterprise Accelerator project.
Now in its fourth year, the financial planning project was completed April 26.
David Shrader, an SRU student in the 1980s now with Woodmen’s Omaha office, was among those serving as a judge for the competition. Other judges came from Woodmen’s regional and home offices.
As part of the competition, student teams were given a real-world client case for which they had to prepare financial recommendations. The teams presented their findings to a panel of judges.
Woodmen Financial also sponsored five fellowships in financial planning through SRU’s SEA this semester. Participating students were: finance majors Chelsea Czolba from Pittsburgh, Nicole Balcer from South Park, Russ King from Zelienople and Nathan Hunkele from Gibsonia, and marketing major Kylee Patton from New Castle.
“This fellowship program is a first of its kind/pilot program conducted with Woodmen’s office of education in Omaha,” said John Golden, instructor in SRU’s School of Business and project director with the SEA. “This program gave our students the chance to learn real-world financial planning skills. They had opportunities to meet some of the corporate executives via teleconferences from our SEA Office on Main Street, and I think it was a very beneficial program we can continue.”