Memphis Chapter August Meeting

0508  |  Course  |  Scheduled

Description

If you are unable to attend, please cancel prior to the meeting as a no-show will be assessed.

Credits

Number of Credits Type of Credits
1.00 Economics
2.00 State Ethics
Registration for this event has closed. If you have any question or concerns please give us a call at 615-377-3825 or send us an e-mail at registrar@tscpa.com

Instructors

David S. Waddell, CFP

Chief Executive Officer, Chief Investment Strategist

After graduating from the University of the South with a BA in Economics, David began his career in client service with Charles Schwab & Co., Inc. in Phoenix, AZ. David was quickly promoted to the San Francisco-based Institutional Strategic Accounts Team which interfaced with Schwab's largest customers. David left Schwab to continue his education at the graduate level in Boston.

While earning his MBA degree with a concentration in finance and investments at the F.W. Olin School at Babson College, he was appointed by the college Trustees to manage a team of seven portfolio managers overseeing the student-managed portion of Babson's endowment fund. David also founded the Babson Investment Management Association to assist undergraduate and graduate students with training and career path planning in the investment management field.

Today, as CEO for Waddell & Associates, David has responsibility for the management of over $700 million in client assets. As the firm’s Chief Investment Officer, David chairs the W&A investment committee and combines macro economic forecasting, macro market analysis and macro risk assessments to design portfolio strategies utilizing public market securities worldwide.

A civic leader in Memphis, David is current board chair of Epicenter Memphis, Co-Chair Memphis Chamber Chairman’s Circle, past Chairman of The Leadership Academy, the RISE Foundation, the Economic Club of Memphis, and New Memphis Board of Trustees. David sits on boards for Launch TN, New Memphis Institute, and the Economic Club of Memphis. He also sat on the board for the Memphis Botanic Garden, and was a member of the 2004 class of Leadership Memphis. He has been recognized as one of Memphis' "Top 40 under 40" by the Memphis Business Journal and was a finalist for "Executive of the Year" in 2007.

In addition to weekly columns in the Memphis Daily News and the Nashville Ledger, David has appeared in the Wall Street Journal, USA Today, Forbes, Business Week, Investment News, Institutional Investor News, The Tennessean and Memphis Business Journal, to name a few. He has also made appearances on Fox Business News, CNBC, CBS and ABC News Channels.

David has two wonderful children, Easton and Saylor, an obedient Labradoodle named NASDAQ and a devoted Goldendoodle named Ripley.

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Jennifer L. Weske, CPA, CGMA, CFE

Jennifer Weske obtained her bachelors degree in business administration (BBA) from Stephen F. Austin University with a major in accounting and a minor in computer science. During college, she worked on the Space Station OSC (Operations Support) contract at NASA. This was both a fun and exciting job! Immediately after college, Jennifer passed her CPA exam.

After graduation, Jennifer started her career in public accounting as an auditor with Arthur Anderson in the Houston office and was eventually recruited to start a computer audit group. From public accounting, Jennifer was recruited by FedEx to work in a computer audit group in Memphis. Jennifer has experience in project management, training, information systems and finance. Jennifer obtained her MBA in Finance from the University of Memphis and her Ph.D. in Accounting from Northcentral University with a specialization in forensic accounting. Jennifer is a Certified Public Accountant (Inactive), a Chartered Global Management Accountant, and a Certified Fraud Examiner. Jennifer also obtained one of the first Certified Information Systems Audit designations in 1990 but does not have an active certification. Jennifer teaches full time at Christian Brothers University as an Associate Professor of Accounting and is the Director of the Master of Accountancy program.

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