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Edward Jones Dean's Breakfast Past Events

The Edward Jones Dean's Breakfast Series brings together area business leaders, policymakers, academics and students to discuss leading issues facing business in the 21st century. 

Tuesday, April 9, 2019 - 7:30 a.m.

Values-Based Leadership

Leadership is as important in business today as it ever has been. On April 9, join Penny Pennington, managing partner of Edward Jones, for the Chaifetz School's final Edward Jones Dean's Breakfast of 2018-2019 and a conversation on the importance of values for effective leadership.

About the Speaker

Penny Pennington is the managing partner of Edward Jones, a Fortune 500 financial services firm. As managing partner, the sixth in the firm’s 97-year history, Pennington is responsible for the firm’s strategic direction, working together with the more than 43,000 associates across the U.S. and Canada who make a meaningful difference in the lives of more than 7 million clients by helping them financially achieve their most important goals.

Pennington began her career with Edward Jones in 2000 as a financial advisor in Livonia, Mich. At the firm, she has held leadership roles in New Financial Advisor Training, Branch Office Administrator Development and Branch and Region Development before leading the Client Strategies Group in 2015.

Pennington earned a bachelor’s degree in commerce with a concentration in finance from the University of Virginia and an MBA from Northwestern University’s Kellogg School of Management. She holds the Chartered Financial Analyst® (CFA) designation and is a graduate of Wharton’s Securities Industry Institute.


Thursday, Feb. 28, 2019 - 7:30 a.m.

Cybersecurity: A Business Imperative

While the digital age has created a boon of business opportunities, those opportunities have not come without challenges, and effective cybersecurity has become an imperative for any business operating in today's environment. Join the Chaifetz School of Business Edward Jones Dean’s Breakfast Series on February 28 for a discussion on this critical business function. Moderated by Jason Carter, president of UNCOMN (formerly Aegis Strategies), the panel will bring together  leading cybersecurity experts from across sectors to discuss current and future cybersecurity challenges and innovative solutions to address these threats. 

About the Panel

Jarrett Kolthoff  is the founder and chief executive officer of SpearTip - Cyber Counterintelligence. In the role, he works every day with SpearTip’s cyber counterintelligence operatives to identify, assess, neutralize, exploit and eliminate threats waged against the company’s clients. Kolthoff is a former Special Agent – U.S. Army Counterintelligence with over two decades of experience in the field of information security.

Poonam Verma is currently vice president, Corporate Security at MasterCard. In the role, Verma leads efforts for internal & external access provisioning, physical security access systems implementation, authorization/authentication services, access governance, design/development and overall access support. She has more than 14 years of experience in information security.

Sony Jacob is chief information officer for SSM Health. As CIO, Jacob oversees implementation of the health care organization’s IT strategy and systems. He is also in charge of expanding the organization’s internal IT consultancy to partner with other senior leaders in addressing business issues and aligning technology assets for future growth. 


Thursday, Nov. 8, 2018 - 7:30 a.m.

Delivering Readiness & Resiliency in an Unpredictable World

About the Speaker

Major General Stephen E. Farmen is currently the Commanding General of the Military Surface Deployment and Distribution Command. He holds a Master's Degree in National Security and Strategic Studies from the Naval War College and completed the Senior Service College Fellowship as the first military fellow at the Massachusetts Institute of Technology's Center for Transportation and Logistics.

MG Farmen's illustrious career includes serving as Commanding General of U.S. Army Security Assistance Command, Joint Munitions Command and 19th Sustainment Command (Expeditionary) since serving as 26th Chief of Transportation and the Commandant of the Transportation School at Fort Lee, Virginia.

MG Farmen's awards and decorations are highlighted by the Distinguished Service Medal, the Legion of Merit and the Bronze Star Medal, among many others.


Wednesday, Oct. 10, 2018 - 7:30 a.m.

Data Analytics & the 21st Century CFO

The ability to analyze and interpret data has never been more integral to business success than it is in today’s business environment. On October 10, the Chaifetz School of Business Edward Jones Dean’s Breakfast Series will bring together those who perhaps utilize data analytics most in their profession – chief financial officers. Moderated by David Heimburger, vice president and chief financial officer of Saint Louis University, the panel will include CFOs from retail, public utilities and healthcare to discuss the importance of data analytics in their roles and the future of the accounting and finance professions.

About the Panelists

Ken Hannah is the chief financial officer for Caleres, Inc., a $2.8 billion global, footwear company.  In the role, Hannah oversees all aspects of the company’s domestic and international finance, accounting, treasury, tax, real estate, store operations, asset management and investor relations functions.

Marty Lyons is executive vice president and chief financial officer of Ameren Corporation as well as president of Ameren Services.  In these capacities, Lyons is responsible for corporate strategy, investor relations, accounting and finance, information technology, risk management, supply chain, nuclear and project oversight, environmental services and a number of other shared business services. 

Cheryl Matejka is the chief financial officer of Mercy East Communities, based in and around the St. Louis area. As Mercy East Communities CFO, Matejka has financial responsibility for the region’s six hospitals, 800+ clinic providers, and a variety of other joint venture relationships. 


Thursday, Sept. 6, 2018 - 7:30 a.m.

The Region's Economic Future

For more than 25 years, Tom Chulick has championed regional economic growth as a financial services industry executive and a committed civic leader. Since March 2018, Chulick has served the St. Louis Regional Chamber as president and CEO. Chulick discussed keys to growing the St. Louis economy and the Chamber’s priorities to help drive that growth at the Edward Jones Dean’s Breakfast Series on Thursday, Sept.  6. 

About the Speaker

Tom ChulickTom Chulick currently serves as president and CEO of the  St. Louis Regional Chamber. Chulick is the former chairman, CEO and president of UMB Bank in St. Louis. He specialized in business growth, commercial banking, brokerage, institutional asset management, wealth management and treasury services.

During his tenure at UMB, the St. Louis Region market achieved unprecedented sales growth with a six-year compounded annual growth rate over 24 percent. Chulick led a successful turnaround in three markets and as a result, his model became the UMB Bank standard. During his tenure, Forbes Magazine recognized UMB Bank as one of the best run banks in America for five consecutive years.

Chulick holds a bachelor’s degree in business administration and management from Rockhurst University. He previously served as a member of the Chaifetz School of Business Executive Advisory Board.


Tuesday, April 17, 2018 - 7:30 a.m. 

Caterpillars, Chocolates and Clinical Trials: A Panel Discussion with Private Business CEO's 

Moderated by Khalia Collier, owner of the St. Louis Surge and Program Coordinator of Saint Louis University’s Institute for Private Business, the panel featured three experienced private business CEOs who discussed challenges, opportunities and lessons learned for success in private business.

About the Panelists

Ray BarrettRay Barrett is the founder of Biomedical Systems, a global company founded in 1975 specializing in clinical trial services and medical devices. Prior to Biomedical Systems, he founded Landshire Food Systems in 1959 and developed the company into a multimillion dollar enterprise before it was acquired by Southland Corporation in 1977.  Barrett earned a Bachelor of Commerce from Saint Louis University in 1960 and was an inaugural inductee to SLU’s Entrepreneurial Alumni Hall of Fame. 

Doug FabickDoug Fabick is CEO of Fabick Cat, the exclusive dealer of Caterpillar equipment, power systems, arts and service, and rental equipment for major portions of Missouri, Illinois, the entire state of Wisconsin and the Upper Peninsula of Michigan.  He is the fourth-generation leader of the company, which was founded on South Grand in 1917. Fabick earned a BSBA from Saint Louis University in 1990.  

Tim FogertyTim Fogerty has been CEO of Bissinger’s Handcrafted Chocolatier since 2013. Prior to taking the helm at the St. Louis-based confectioner, he founded Gateway EDI, a provider of healthcare billing solutions which was sold to Colorado-based TriZetto Group in 2011. Fogerty’s charitable gift established SLU’s Blue Diamonds Accelerator program in the Chaifetz Center for Entrepreneurship to support the development of SLU student’s entrepreneurial ideas.