Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Susan E. Gould

Palatine,IL

Summary

Resourceful and innovative education professional with experience in e-learning and curriculum development for variety of higher education courses. Cultivates insightful analysis of content and design to create value-added learning programs that achieve desired learning outcomes. Successful project manager with 20 years of client project management in financial services. Strong communication and interpersonal skills to build relationships with stakeholders and assess learning needs.

Overview

31
31
years of professional experience

Work History

Program Chair, BA Finance, MS Finance, BABE

University Of Arizona Global Campus (UAGC)
12.2020 - Current

Responsible for all aspects of degree program management.

  • Evaluate program learning objectives.
  • Assess competency needs.
  • Develop curriculum.
  • Design innovative courses.
  • Monitor learning success metrics.
  • Execute continuous improvement in degree programs.
  • Hire, develop, and retain pool of fifty associate faculty.

Fulfilled faculty teaching requirement by teaching classes in general education and finance.

  • Highly rated instructor of GEN 101, entry point course for bachelor's degree students.
  • Expert finance instructor for BA Finance Capstone course and MS Finance Capstone course.
  • Courses taught include Academic & Professional Success, Principles of Finance, Principles of Investments, Financial Statement Analysis, Corporate Finance Capstone, and Applied Portfolio Management.

Led innovative curriculum development and course revision through continuous improvement process.

  • Coordinated with stakeholder groups including assessment, media, instructional design, and learning resources on all course development projects.
  • Introduced five new courses in finance degree programs to enhance student learning based on adult learner theory.
  • Incorporated innovative, seamless integrations of external tools, including portfolio simulation and adaptive learning.
  • Implemented competency model for BA Finance program to map critical skill development.

Manage degree program accreditation process and KPIs, including

  • Student success, progression, and completion.
  • Accreditation self-study and improvement action items.
  • Faculty use and success with intervention tools.
  • Assessment of learning objectives.
  • Internal and external satisfaction metrics.

University and Industry Service

  • Quality Matters (QM) Peer Review (2021 - present)
  • IACBE Site Review (2022 - present)
  • Member, UAGC Curriculum and Assessment Committee
  • Member, UAGC Student Success Committee
  • Reviewer, UAGC Prior Learning Assessment
  • Co-chair, Membership subcommittee, Forbes Center for Women's Leadership

Professional Development

  • Quality Matters (QM) Rubric
  • Quality Matters (QM) Peer Reviewer
  • UAGC Instructor Presence Certificate
  • UAGC Green Zone Certificate for Military Student Support

Instructor

University Of Arizona Global Campus (UAGC)
06.2018 - 12.2020
  • Taught multiple classes online for BA Finance and MS Finance degree programs
  • Supported Program Chair with course development and program initiatives.

Adjunct Faculty

Oakton Community College
01.2016 - 06.2018

Taught multiple classes each semester including:

  • Introduction to Business (classroom, online)
  • Securities Trading (classroom) – this course aligned with CFA Level I
  • Principles of Management (classroom)
  • Small Business Management (online)
  • Human Relations in the Workplace (classroom)

Curriculum Development:

  • Developed Securities Trading class for online offering Developed Principles of Finance class for online offering

College Service:

  • Member, Curricular Pathways Committee
  • Volunteer & Speaker, Girls in STEM conference
  • Instructor, “Problem Based Learning: A High Impact Practice,” Oakton Center for Professional Development

Professional Development:

  • Online Learning: An Overview, Illinois Online Network (ION)
  • Credential in Course Design: Oakton Center for Professional Development

Managing Director

ESOP Group
12.2004 - 12.2010

Financial advisory firm specializing in transaction advisory analysis and business valuations for privately held companies. The firm provided fairness opinions and solvency opinions for corporate transactions. Business valuations performed for various purposes, including employee stock ownership plans (“ESOPs”), estate and gift taxes, litigation and expert witness, and corporate planning.

  • Managing Director, ESOP Group, 2006 –2010
  • Director, ESOP Group, December 2004 –2006

Client Project Management. Managed client valuation projects from engagement, through execution, to final quality control and product release. Client valuations ranged from $20 million to $1 billion, with primary focus on “middle market” private companies of $50 - $250 million.

Supervisory. Supervised flex team of analysts/senior analysts/managers on training, development, project management review, and annual evaluations.

Technical Leadership. Provided public speaking for education and sales generation. Led client presentations for client education and client engagement & retention.

Group Leadership. Generated new sales for ESOP group. Reviewed and analyzed overall group profitability and project profitability

SRR Results and Accomplishments:

  • ESOP Group Revenues doubled from 2004 – 2010.
  • ESOP Group personnel increased threefold from 2004 – 2010, with extensive development of analyst/senior analyst team in ESOP Group. Provided individual training, mentoring, and performance review for analysts/senior analysts on ESOP valuation issues.
  • Retained over thirty clients each year for annual ESOP valuations.
  • Gained 10-20 new clients each year for ESOP valuations, including initial transaction and fairness opinions.
  • Managed all projects for profitability, deadlines, technical accuracy, and client satisfaction. Project budgets ranged from $15,000 - $250,000.
  • Project manager on annual projects with total fees between $1.0 million and $2.0 million.
  • Advised institutional trustees on industry-standard practices, current trends, and valuation theory.
  • Member of internal SRR committee that collaborated to create standard ESOP valuation report documenting ESOP valuation theory, technical analysis, and conclusions.
  • Nominated and selected to be member of Business Valuation Advisory Committee of The ESOP Association. The BVAC is the only nationwide expert advisory committee on ESOP Valuations. Contributed to BVAC publications on ESOP valuations, which serve as instructional resources for ESOP companies nationwide.

Senior Associate

Willamette Management Associates
08.1998 - 12.2004

Financial advisory firm specializing in business valuations for privately held companies. Valuations performed for various purposes, including employee stock ownership plans (“ESOPs”), estate and gift taxes, litigation and expert witness, and corporate planning.

  • Client Project Execution. Executed all elements of client business valuations including due diligence, financial analysis, and final report preparation.
  • Technical Leadership. Provided public speaking/publishing for education and sales generation. Led client presentations for client education and client engagement & retention.

Associate

Hewitt Associates
06.1997 - 08.1998

Consulting firm specializing in compensation analysis for Fortune 500 companies.

  • Prepared executive and tier compensation analyses for Fortune 500 companies.

Senior Associate

Valuemetrics
06.1992 - 06.1997

Financial advisory firm specializing in business valuations for privately held companies. Valuations performed for various purposes, including employee stock ownership plans (“ESOPs”), estate and gift taxes, litigation and expert witness, and corporate planning.

  • Client Project Execution – Executed all elements of client business valuations including due diligence, financial analysis, and final report preparation.

Education

M.M. - Finance and Managerial Economics

Kellogg Graduate School of Business, Northwestern
Evanston, IL
06.1997

Bachelor of Arts - Political Science, Economics

Northwestern University
Evanston, IL
1991

Certified Financial Analyst -

CFA Institute
Charlottesville, VA
2002

Skills

  • Learning and Development Improvement
  • Complex Problem-Solving
  • Attention to Detail
  • Departmental Oversight
  • Workflow Coordination
  • Technology Integration
  • Distance Learning Platforms
  • Instructional Methods
  • Adult Education
  • Instructional Best Practices

Affiliations

Prolific speaker and published author on technical topics.

Education Presentations:

  • Blending Innovation & Theory for Student Success in Finance Education. Presented for the Association for Distance Education and Independent Learning’s (ADEIL) virtual conference “United Together: Enhancing the Quality of Online Learning.” October 16, 2020.
  • Teaching Critical Thinking in Finance or Coffee to Work. Presented for UAGC’s Critical Thinking Across the Curriculum | Faculty Seminar. November 17, 2021.


Professional Presentations:

  • A High-Class Problem: Managing the Effects of Excess Cash in an ESOP Company,” presented at the 30th Annual ESOP Conference, 2007.
  • New Transaction Model for Going from Partial to 100% ESOP Ownership and Capital Tools Available for ESOP Transactions,” presented at the Ohio Employee Ownership Center's 21st Annual Conference, 2007.
  • Basic Valuation for ESOP Companies,” presented at the 29th Annual ESOP Conference, 2006.
  • Tax Traps for S Corp ESOPs,” presented at the ESOP Association's 8th Annual S Corporation Conference in Orlando, Florida, 2006.
  • Executive Compensation in ESOP Companies,” presented at the 2005 Two-Day ESOP Technical Conference in Las Vegas, NV, 2005.
  • S Corporation Valuations in ESOP Companies,” presented through a web-based learning seminar hosted by the NCEO, 2004 and 2005.
  • Using Equity from Other Retirement Plans to Fund an ESOP,” presented to the ESOP Association, Las Vegas, Nevada, 2004.
  • Communication of ESOP Valuations,” presented at the ESOP Association Communications Seminar, Chicago, Illinois, 2004.
  • Using Equity from Other Retirement Plans to Fund an ESOP,” presented to the National Center for Employee Ownership/Beyster Institute, Chicago, Illinois, 2004.


Publications:

Education Publications:

Coffee, Critical Thinking, and Finance. UAGC Faculty Blog. November 22, 2021.


Professional Publications:

  • Using 401(k) Assets to Purchase Shares through an ESOP. Willamette Management Associates Insights. Summer 2004.
  • Long-Term Executive Compensation Plans in Privately Held Companies. Willamette Management Associates Insights. Summer 2005.
  • Figuring the Real Values of Acquisition Currencies. Mergers & Acquisitions, October 2001.
  • Impact of Transaction Structuring on Value. Willamette Management Associates Insights. Special Issue 2001.
  • ESOP Forum: What are the Considerations in an ESOP Paying for Control Before It Actually Has It? Journal of Employee Ownership Law and Finance, Winter 2001.
  • Valuing Stock Options. National Center for Employee Ownership, The Stock Options Book, 1999.

Timeline

Program Chair, BA Finance, MS Finance, BABE

University Of Arizona Global Campus (UAGC)
12.2020 - Current

Instructor

University Of Arizona Global Campus (UAGC)
06.2018 - 12.2020

Adjunct Faculty

Oakton Community College
01.2016 - 06.2018

Managing Director

ESOP Group
12.2004 - 12.2010

Senior Associate

Willamette Management Associates
08.1998 - 12.2004

Associate

Hewitt Associates
06.1997 - 08.1998

Senior Associate

Valuemetrics
06.1992 - 06.1997

M.M. - Finance and Managerial Economics

Kellogg Graduate School of Business, Northwestern

Bachelor of Arts - Political Science, Economics

Northwestern University

Certified Financial Analyst -

CFA Institute
Susan E. Gould