Dr. Andrew C. Temte, CFA

Biography:

Andrew Temte is CEO of the Kaplan Professional Education - a division of Kaplan, Inc., which is a subsidiary of The Washington Post. Andrew started his financial services education career in 1990, working together with Dr. Carl Schweser until 1999 to build Schweser Study Program into the global leader in CFA^® Exam review.

Upon its acquisition by Kaplan, Inc. in 1999, Temte took the reins of the Kaplan Schweser organization. Under his direction, Kaplan Schweser has been positioned as a leading global provider of innovative, efficient, and effective financial education solutions. In October 2007, he assumed responsibility for the Kaplan Financial Education division, which provides study tools for high-stakes securities and insurance licensing exams as well as the Certified Financial Planner (CFP) designation.

During Temte’s tenure, he has collaborated with some of the industry’s most respected business leaders and academicians to research, develop and implement new courseware for designations such as Certified Public Accountant (CPA), Financial Risk Manager (FRM), and Chartered Alternative Investment Analyst (CAIA). In addition to cutting-edge product development and implementation, Temte has made numerous and successful business acquisitions including the Study Seminar for Financial Analysts, Excel/JKE Exam Review, Koppel & Wiley, and U.S. CPA Success.

Temte earned his doctorate in finance at the University of Iowa with a concentration in international finance and investment theory. Temte holds the Chartered Financial Analyst^® (CFA^®) designation and has over sixteen years of university teaching experience in the areas of corporate finance, investments and international finance.

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Dr. R. Douglas Van Eaton, CFA

Biography:

Before joining Kaplan Schweser as vice president of CFA Education and Level 1 manager, Doug taught finance at Texas Christian University, the University of North Texas, and the University of Washington. Prior to that, he spent six years with the brokerage firm of Dean Witter. He has published articles in both academic and professional journals, including the Financial Analysts Journal, Journal of Investing, Review of Quantitative Finance and Accounting, and the Financial Services Review. His work has been cited in the CFA digest and won an award from the CFP Board of Examiners. Doug also has many years of experience teaching financial professionals, including CFA exam review courses for the Dallas Society of Financial Analysts (DSFA) and JKE (Excel) Exam Review, as well as seminars for the American Institute of Certified Public Accountants (AICPA) in finance, accounting, and funds management. Doug’s education includes a master’s degree in economics and a doctorate in finance, both from the University of Washington.

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Dr. Tim Smaby, CFA, FRM

Biography:

Tim Smaby is Chief Learning Officer of Kaplan Schweser and Kaplan Financial Education, divisions of Kaplan Professional. Smaby joined the company in 2002 as the manager of the Level 2 CFA study materials. In his current role as CLO, Smaby oversees all content development and production for Kaplan Professional's insurance, securities, and advanced designations product lines.

Prior to joining Kaplan, Smaby was an associate professor of finance at Penn State Erie. Previously he held various positions in the banking industry with Bank One in Cincinnati, Ohio and First Republic Bank in Dallas, Texas.

Smaby is a CFA Charterholder and has also been awarded the Financial Risk Manager (FRM) designation. He holds a Ph.D. in finance from the University of Cincinnati, an MBA in finance from the University of Wisconsin, and a BS in economics from the University of Minnesota.

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Dr. Bruce Kuhlman, CFA, CAIA

Biography:

Bruce is Vice President and Level 3 Manager at Kaplan Schweser. He received his MBA and PhD, both in finance, from the University of Florida and taught undergraduate and graduate corporate finance and investments for sixteen years prior to joining Kaplan Schweser in 2002. Bruce has published articles in investments and corporate finance in both academic and professional journals and won several teaching awards both as a graduate student at the University of Florida and as a faculty member at the University of Toledo. Bruce also served as Director of the University of Toledo MBA and Executive MBA Programs and Associate Director of the University of Toledo Center for Family Business. Bruce is author of CFA® Fundamentals and creator and primary editor of CFA® Fundamentals: the Kaplan Schweser Guide to Success Video Series. Bruce was awarded the CAIA designation in September 2006.

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David W. Wiley, CFA

Biography:

Dave is Vice President of Curriculum for Kaplan Schweser and Director of all Kaplan Schweser CFA seminars worldwide, including the Study Seminar for Financial Analysts (SSFA) at the University of Windsor. Dave also develops CFA content focusing on the Practice Exams, and assists with content development for two other designations within Kaplan Schweser – CAIA and FRM. Before the companies were acquired by Kaplan Schweser in 2004, he was a partner with Koppel & Wiley and Excel Exam Review (previously JKE Exam Review).

Dave has over 28 years experience in securities analysis and financial project management, with specific concentration in business valuations, credit risk analysis, and disposition of financially troubled assets. Dave held various finance positions with Bank One for 12 years. In 1982 Dave received an MBA from the Fuqua School of Business at Duke University; and in 1986 he was awarded the CFA designation and is a member of CFA Institute. As a member of the CFA Society of Dallas-Fort Worth (CFA-DFW), he has served as Education Chair since 1990 and is currently President. Dave founded CFA-DFW’s Weekly CFA Review Course and Study Program and has directed the program since its inception in 1989. This weekly program currently serves approximately 350 CFA Candidates per year at three universities in Dallas–Fort Worth.

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Derek Burkett, CFA, FRM, CAIA

Biography:

Derek is a Senior Content Specialist for Kaplan Schweser. He specializes in writing and editing CFA^®, FRM^®, and CAIA^® review material and is the CAIA product line manager. Derek holds an M.S. in finance from the University of Denver and a B.S. in economics from Texas A&M University. Prior to joining Kaplan Schweser in 2004, Derek worked as a business valuation consultant for a national consulting firm, performing various tangible asset and intangible asset valuations and damage analysis for securities litigation. Derek is a CFA charterholder, certified Financial Risk Manager, and CAIA member.

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Jodi Joachim, CFA

Biography:

Jodi holds an MBA from the University of California at Berkeley and a B.A. in Economics from Gustavus Adolphus College. Jodi joined Kaplan Schweser in 2001 and until recently focused on CFA content development and support. Currently, she oversees the editing and online content teams and the professional development product line. Prior to joining Kaplan Schweser, she worked in the financial planning and analysis groups at the division and corporate levels of Gap, Inc. Prior to that, she was an examiner with the San Francisco office of the Federal Deposit Insurance Corporation (FDIC), specializing in real estate valuation and analysis. Jodi is an avid equestrian.

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Craig Prochaska, CFA

Biography:

Craig joined Kaplan Schweser in July 2006 as a Content Specialist. He spent 18 years with Bank One Corporation and its predecessor First Chicago Corporation, in positions including forecast economist and editor of capital markets research. Craig holds an MBA in business economics from DePaul University and a bachelor of science in finance from the University of Illinois at Chicago.

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Kurt Schuldes, CFA

Biography:

Kurt earned his MBA with a concentration in economics from the University of Tampa and a Bachelor of Science degree from the University of Wisconsin La Crosse. Prior to joining Kaplan Schweser in 2000 Kurt worked as a financial advisor for a national broker dealer managing client accounts for eight years. At Kaplan Schweser, he works in the content department primarily with the various online programs. Kurt received his CFA charter in 2005.

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Eric Smith, CFA, FRM

Biography:

Eric has been with Kaplan Schweser since 2003. He currently specializes in the development of CFA Level 3 content and is the team leader for the FRM designation product line. He earned his bachelor of science in finance from the University of Wisconsin-La Crosse and is currently enrolled in the MBA program at the University of Nebraska. Eric is a CFA charterholder and a certified Financial Risk Manager.

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Dr. Michael H. Anderson, CFA

Biography:

After receiving his PhD in finance from Indiana University, Michael taught at Suffolk University. He is currently an associate professor at the University of Massachusetts Dartmouth, teaching in the areas of financial institutions, corporate finance, and investments. His research interests include information economics/game theory, financial intermediation, and corporate finance. Articles written by Michael have been published in The Journal of Applied Business Research, the Review of Quantitative Finance and Accounting, The Journal of Consumer Affairs, and the Journal of Economics and Business.

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Dr. H. Kent Baker, CFA

Biography:

Kent is University Professor of Finance at the Kogod School of Business at American University. He has consulting and training experience with more than 100 organizations including Ibbotson Associates, Comptroller of the Currency, Institute of Management Accountants, American Bankers Association, and the National Association of Securities Dealers. He has presented more than 700 training programs, including various CFA^® prep courses. He has more than 150 publications in academic and professional journals including The Journal of Finance, Journal of Financial and Quantitative Analysis, Financial Management, Financial Analysts Journal, Journal of Portfolio Management, and Harvard Business Review. He has also written or edited several books and monographs, including Understanding Financial Management: A Practical Guide (Blackwell, 2005).

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Dr. Peter DaDalt

Biography:

Peter is an assistant professor at the University of Rhode Island and has eight years’ experience teaching corporate finance, markets and institutions, and investments. He earned a PhD in finance from Georgia State University in 1998. His research interests include corporate governance, risk management, earnings manipulations, and analyst forecasts. Peter’s research has been published in the Journal of Futures Markets, Journal of Corporate Finance, Journal of Financial Research, and other academic journals. His current projects include the industry contagion effects of earnings restatements, the effect of corporate governance mechanisms on the subsequent performance of firms issuing seasoned equity, and the relations between corporate risk management and the need for external sources of financing.

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Dr. Andrew Holmes, CFA

Biography:

Andrew is a finance faculty member at Brigham Young University. Before returning to academia, he was the former Senior Editor of Kaplan Schweser’s CFA Level II study notes and has worked with the CFA curriculum and CFA candidates for a number of years. In addition to his instruction with Kaplan Schweser, he has accumulated well over 15 years of full-time teaching experience and has published or presented numerous articles in several areas of finance, including banking, real estate, personal finance, and investments. Andrew brings substantial academic and industry experience as well as excellent teaching credentials. He is a sought-after presenter for CFA Level I & II preparation seminars.

Andrew obtained his doctorate from the University of Houston and has taught at the University of Houston, Sam Houston State University, and Brigham Young University. In addition to being the recipient of several teaching awards, he also has significant experience with executive MBA programs and executive development programs.

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Steve Nightingale, CFA, ACA

Biography:

Steve graduated with honors from the University of Bradford in economics before qualifying as a Chartered Accountant with Coopers and Lybrand, where he specialized in audit, risk management, and then internal training. He subsequently moved to Credit Suisse First Boston, working within Financial Risk Control. Steve then worked for a major training business where he was head of CFA training responsible for product and market development.

His extensive teaching experience includes classes for the Chartered Financial Analyst, Investment Management Certificate, and the Securities Institute Diploma exams. He also delivers a wide range of courses on fund management, investment operations, and securities and derivatives generally.

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Dr. Mark Potter

Biography:

Mark has been a Professor of Finance at Babson College since 1997. He has taught at the undergraduate, graduate and executive education levels and helped to develop curriculum and teaching materials. Course topics taught at Babson include valuation, corporate financial planning, equity/business analysis, financial management, mutual funds, and the integrated core curriculum. He has also taught at Suffolk University and the University of Massachusetts-Amherst.

Mark has worked with Fidelity Investments since 1998 and did consulting work for the Michel/Shaked Group from 1997–1999. His research has appeared in such publications as the Journal of Financial Research, Journal of Business and Economic Studies, Journal of Financial Education, Mergers & Acquisitions, and Derivatives Quarterly, among others. Areas of expertise include mutual fund and portfolio performance, alternative investment Strategies, and educational research.

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Jorge Salazar, CFA

Biography:

Jorge has more than seven years of experience in his role as an economist assisting multinationals with restructuring their cross border transactions and helping them increase profitability on a global basis. Jorge started his consulting career with PricewaterhouseCoopers in 2001 and now works as a manager with Deloitte & Touche in Calgary, Alberta. Jorge’s areas of expertise include valuation and migration of intangible property, determination of arm’s length royalty rates and interest rates and establishing arm’s length compensation for intercompany services.

Before becoming a full time consultant, Jorge took several teaching positions at the University of La Plata and the Catholic University of La Plata. Jorge taught Economics, Advanced Macroeconomics, Finance, Calculus, Statistics and Econometrics. Jorge obtained his degree of Licenciado en Economia from the University of La Plata and also completed a post-graduate degree in economics from the same university. Jorge earned his CFA designation in 2008.

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