INFORMATION FOR
DatesSeptember 15, 2026Time 12:30 pm – 1:30 pmLocationGBFI Financial Center, Room 2014
DescriptionSIC Kickoff meeting where participants will discuss the current portfolio and its holding as well as upcoming events for the semester.
DatesThursday, September 17, 2026Time 12:30 pm – 1:45 pmLocationGBFI Financial Center, Room 2014
DescriptionHands-on training for students pursuing the Microsoft PowerPoint MO-310 Certification. Students will develop skills in managing slides and presentations, formatting text and graphics, and applying transitions and animations while preparing for the certification exam.
No registration required; attendance is first-come, first-served.
Find the flyer to the event here.
DatesMonday, September 28, 2026Time 6:00 pm – 7:30 pmLocationGBFI Financial Center, Room 2014
DescriptionThe Pizza with the Pros Series is a career-development and networking initiative that connects WP financial planning students with experienced professionals, employers, and alumni in financial planning, wealth management, and related fields. Through informal conversations over pizza, students gain insight into career paths, industry expectations, internships and job opportunities, while building valuable professional relationships and expanding their networks.
DatesThursday, October 8, 2026Time 12:30 pm – 1:45 pmLocationGBFI Financial Center, Room 2014
DateThursday, October 15, 2026Time2:30 pm – 1:45 pmLocationGBFI Financial Center, Room 2014
DescriptionLearn how to use Tableau to transform raw data into clear, interactive visualizations. Students will explore connecting and organizing data, building dashboards and reports, and presenting data effectively for decision-making.
DatesThursday, October 22, 2026Time 6:00 pm – 7:30 pmLocationGBFI Financial Center, Room 2014
DateTuesday, October 27 & Thursday, October 29, 2026Time12:30 pm – 1:45 pmLocationGBFI Financial Center, Room 2014
DescriptionHands-on training for students pursuing the Microsoft Excel MO-210 Associate Certification. Students will work through key Excel skills, including workbooks, formatting, tables, formulas, charting, and preparation for the practice exam.
Students must attend both sessions. No registration required; attendance is first-come, first-served.
DateThursday, November 5, 2026Time12:30 pm – 1:45 pmLocationGBFI Financial Center (Room 2014)
DescriptionLearn the essentials of Bloomberg Professional in this beginner-friendly workshop. Students will explore key Bloomberg functions, locate financial data, and learn about available Bloomberg certifications.
No registration required
DateTuesday, November 10 & Thursday, November 12, 2026Time12:30 pm – 1:45 pmLocationGBFI Financial Center, Room 2014
DescriptionHands-on training for students pursuing the Microsoft Excel MO-210 Associate Certification. Students will work through key Excel skills and prepare for the simulated practice exam and official certification exam.
DatesThursday, November 19, 2026Time 12:30 pm – 1:45 pmLocationGBFI Financial Center, Room 2014
DatesThursday, November 23, 2026Time 6:00 pm – 7:30 pmLocationGBFI Financial Center, Room 2014
DescriptionEarn the Microsoft Excel MO-210 Associate Certification and demonstrate skills in workbooks, formulas and functions, charts, PivotTables, and data analysis. Training is available through in-person workshops or the Blackboard course shell. The certification is free for all WPU students.
DescriptionThe PowerPoint certification exam is a project-based simulation exam. Upon successful completion, candidates receive a digital credential and can post their certificate to LinkedIn through Credly. Each exam is 50 minutes long, with a passing score of at least 700 out of 1,000 required. Test-takers must wait 24 hours before retaking the exam after a first failed attempt, and 48 hours for subsequent attempts.
DescriptionBuild your Bloomberg skills and earn industry-relevant credentials in financial markets and data analysis. Available certifications include Bloomberg Market Concepts, Bloomberg Finance Fundamentals, ESG Certificate, and Bloomberg Spreadsheet Analysis Certificate.
DescriptionHubSpot certifications give WP students the opportunity to build practical skills in areas such as digital marketing, sales, customer relationship management, and content strategy using a widely recognized industry platform. Earning these certifications helps students strengthen their résumés, demonstrate job-ready knowledge to employers, and gain confidence applying classroom concepts in real-world business settings.
Date: Tuesday, February 17, 2026Time: 12:45 pm to 1:45 pmLocation: GBFI Financial Center
DescriptionStudents will walk through building an ETF Scorecard Web App. It's an interactive tool that lets us compare Exchange-Traded Funds (ETFs) from 18 countries around the world, weight different financial metrics based on our investment thesis, and generate ranked recommendations for our Schwab portfolio. The coolest part? We will build the entire thing using AI tools — without writing a single line of code ourselves.
Date: Tuesday, March 10, 2026Time: 12:45 pm to 1:45 pmLocation: GBFI Financial Center
Date: February 20 & 21, 2026Time: 9:30 am – 4:30 pmLocation: GBFI Financial Center
DescriptionJoin us for this intense, two-day Financial Modeling and Valuation Bootcamp. Students will recreate the private equity–led takeover of a company in the retail space. Participants will examine both the target and the acquiring company to structure the deal.
Registration required
Date: April 7 & 9, 2026Time: 12:30 pm – 1:45 pmLocation: GBFI Financial Center
DescriptionThese workshops provide hands-on training for students interested in completing their Microsoft 365 Excel Associate certification. Students must attend both sessions to complete the training prerequisite. Seating is offered on a first-come basis.
Date: April 17, 2026Time: 9:30 am – 4:30 pmLocation: GBFI Financial Center
DescriptionThis all-day workshop provides hands-on training for students interested in completing their Microsoft 365 Excel Associate certification. Seating is offered on a first-come basis.
Date: April 21, 2026Time: 12:30 pm – 1:45 pmLocation: GBFI Financial Center
DescriptionTransform complex data sets into stunning visual representations that help tell the story behind the numbers.
Date: April 24, 2026Time: 12:00 pm – 5:30 pmLocation: GBFI Financial Center
DescriptionLearn from experienced golf professionals and network with alumni and friends. Transportation will be provided.
Registration is required for this event
Date: April 30, 2026Time: 12:30 pm – 1:30 pmLocation: GBFI Financial Center
DescriptionReady to master the most powerful platform in finance? Unlock the power of Bloomberg. This beginner-friendly workshop provides the core knowledge you need to navigate the Bloomberg Professional Service with confidence. Learn key functions, find crucial data, and connect with other users in the financial industry.
Excel Certification Workshops
Hands-on workshop for students interested in obtaining their Excel 365 Associate Certification. Students will gain valuable skills and enhance their resume with our Excel certification workshops. Led by the Technology Consultants at GBFI, these sessions provide a comprehensive overview of Excel's most powerful tools and features. Whether you're new to Excel or looking to deepen your expertise, our workshops are the perfect opportunity to take your skills to the next level. Students must attend a Tuesday AND Thursday session to be eligible to sit for the Excel MOS Certification exam.
Student Investment Club Meeting - For more information, visit 👉 Student Investment Club
Tuesday, October 14th @ 12.30 pm (Location: 1600 Valley, Room 2014)Driton Pllana
Tuesday, November 18 @ 12.30 (Location: 1600 Valley, Room 2014)Anthony Radice
This interactive lecture series gives students a chance to learn from and network with Financial Planning Wealth Management professionals over pizza.
All events are held at the Global Business Financial Center (GBFI) 1600 Valley Rd, Room 2014. Unless stated otherwise.
Student Investment Club Kick-Off Meeting
Tuesday, February 11 @ 12:30 pm
Student Investment Club Meeting
Tuesday, February 18 @ 12:30 pm
Tuesday, March 4 @ 12:30 pm
Tableau - VizLab: Mastering Tableau in One Session
🚀 Unlock the Power of Data Visualization with VizLab! 🚀
Ready to turn raw data into stunning, interactive visuals? Join VizLab: Mastering Tableau in One Session, a hands-on workshop designed to supercharge your data skills!
Led by expert data analysts, this immersive session will teach you how to harness Tableau’s powerful tools to transform complex datasets into compelling, story-driven visualizations. Whether you're exploring data analytics, business intelligence, or just looking to boost your skills, this workshop is your fast track to data mastery!
📊 No prior experience needed—just bring your curiosity and get ready to visualize like a pro!
Tuesday, March 11 @ 12:30 pm - 1:30 pm
Register Here
For more information, please visit our Tableau page.
🍕 Pizza with the Pros: Insights into Wealth Management 🍕
Curious about a career in wealth management and investment advisory? Join us for an engaging session with Stephanie Spies, CFP®, EA, a senior financial advisor, and principal at Modera Wealth Management. This is a great opportunity to gain real-world insights into the field while enjoying some pizza!
📢 What to Expect:✅ Stephanie’s journey from her first role at Modera to becoming an advisor and firm owner✅ Expectations when starting at an RIA straight out of college and how they evolve✅ Insights into her client base and how she found her niche in financial planning✅ Strategies for bringing in new clients and generating revenue for the firm
Stephanie brings a wealth of experience in retirement, estate, tax planning, risk management, and investments. As an adjunct professor at William Paterson University, she is passionate about mentoring the next generation—especially women in finance.
📅 Tuesday, March 12th🕡 6:30 PM📍 1600 Valley Rd, Room 2014
Don’t miss this chance to connect, learn, and grow in the world of financial advisory!
Please direct any questions related to this event to verzanil@wpunj.edu.
AI Explored Workshop
Want to learn more about AI?Join us for the Spring 2025 edition of the AI Explored Workshop, an engaging and hands-on experience led by Alicia Lyttle, also known as "The Queen of AI." Bring a fully charged laptop for a three-hour interactive demo using the latest web-based AI tools. The session is highly engaging and concludes with a group discussion. Don't miss out on this impactful experience! Seats are limited, so register now!
Date: Tuesday, April 1, 2025
Time: 12:30 - 3:30 p.m.
Location: WP University Commons Ballroom
Register Here!
Pizza with the Pros
Tuesday, April 15 @ 6:30 pm
Hands-on workshop for students interested in obtaining their Excel 365 Associate Certification. Students will gain valuable skills and enhance their resume with our Excel certification workshops. Led by the Technology Consultants at GBFI, these sessions provide a comprehensive overview of Excel's most powerful tools and features. Whether you're new to Excel or looking to deepen your expertise, our workshops are the perfect opportunity to take your skills to the next level. Students must attend one Session 1 and Session 2 to be eligible to sit for the Excel MOS Certification exam.
Round 1
Round 2 (Repeat of Round 1)
For more information, please visit our Excel page.
Emotional Intelligence Workshop
Tuesday, April 29 @ 12:30 pm
Student Investment Club Last Meeting
Tuesday, May 6 @ 12:30 pm
Tuesday, September 24 @ 12:30 pm
Tuesday, October 8 @ 12:30 pm
Financial Modeling and Valuations - 2 Day Workshop
Join us for this intense, two-day Financial Modeling and Valuation Bootcamp. Students will recreate the Private Equity led takeover of a company in the retail space. Participants will examine both the target and acquiring company to structure the deal.
Session 1: Friday, October 11 @ 9:30 am to 5:00 pmSession 2: Saturday, October 12 @ 9:30 am to 5:00 pm
Speaker: Howard Hook, CFP, CPA, CAP
Principal and Senior Wealth Advisor, Howard Hook, discusses the benefits of having a wealth management background for accounting majors including the benefits of the CPA (Certified Public Accountant) and CFP (Certified Financial Planner) designations. What are the benefits of an accounting firm adding wealth management?
Tuesday, September 17 @ 6:30 pm
Gain valuable skills and enhance your resume with our Excel certification workshops. Led by the Technology Consultants at GBFI, these sessions provide a comprehensive overview of Excel's most powerful tools and features. Whether you're new to Excel or looking to deepen your expertise, our workshops are the perfect opportunity to take your skills to the next level. Students must attend one Session 1 and Session 2.
Tableau
Discover the power of data visualization with our upcoming Tableau workshop. Led by expert data analysts, this workshop provides hands-on experience with Tableau's powerful visualization tools and features. Learn how to transform complex data sets into stunning visual representations that help tell the story behind the numbers. This workshop is perfect for students interested in data analysis, business intelligence, and other data-related fields.
(Intro) Tuesday, October 29 and (Intermediate) Tuesday, November 19 @ 12:30 pm
Gain valuable skills and enhance your resume with our Excel certification workshops. Led by the Technology Consultants at GBFI, these sessions provide a comprehensive overview of Excel's most powerful tools and features. Whether you're new to Excel or looking to deepen your expertise, our workshops are the perfect opportunity to take your skills to the next level. Students must register for both a Tuesday and Thursday session.
Session 1: Tuesday, February 27 and Thursday, February 29 @ 12.30 pm (Must attend both workshops in this session)Session 2: Tuesday, April 16 and Thursday, April 18 @ 12.30 pm (Must attend both workshops in this session)
Excel with Chat GPT
Use Chat GPT as an aide to complete tasks within Excel. We will explore some basic usages including using Chat GPT to find formulas and offer suggestions for basic tasks.
Session 1: Tuesday, March 26 @ 12.30 pm
Data Analytics and Science Club - Full Day Workshop
Data science techniques and methods. We will be reviewing different techniques and issues. We will discuss and practice cleaning data , creating models and then at the end conduct a story telling exercise.
Session 1: Friday, March 8 @ 9 am to 4.00 pm
Women in Data Science (WiDS) Workshop
WiDS @ William Paterson University in a Healthcare Context is independently organized by the Global Business & Finance Institute and the Cotsakos College of Business to be part of the mission to increase participation of women in data science and to feature outstanding women doing outstanding work.
The U.S. healthcare industry stands as one of the largest employers, encompassing hospital systems, insurance firms, labs, pharmacies, service providers, and technology companies. Its diverse workforce spans from doctors, nurses, and allied health professionals to administrative staff, support personnel, and specialists in technology and data. This presentation aims to demystify the pivotal role of data, analytics, and AI in shaping the evolving healthcare landscape. Focusing on population health, personalized medicine, and streamlined workflows, we will also touch on the current and evolving career and learning paths in this dynamic sector.
Session 1: Tuesday, April 9 @ 6.00 pm
For more information, click here.
(Intro) Tuesday, April 2 and (Intermediate) Thursday, April 4 @ 12.30 pm
Session 1: Friday, April 12 @ 9.30 am to 5.30 pmSession 2: Saturday, April 13 @ 9.30 am to 5.30 pm
Session 1: Tuesday, October 3 and Thursday, October 5 @ 12.30 pm (Must attend both workshops in this session)
Session 2: Tuesday, October 17 and Thursday, October 19 @ 12.30 pm (Must attend both workshops in this session)
(Intro) Tuesday, November 7 and (Intermediate) Thursday, November 9 @ 12.30 pm
ChatGPT Workshop
The highly anticipated ChatGPT workshop. Designed for students and educators alike, ChatGPT provides a valuable opportunity to explore the latest advancements in natural language processing and machine learning. The technology is a potential Google search killer..
Thursday, February 16th @ 12.30 pm
Film and Finance
This is a great opportunity for students to gain valuable insights into the world of business and finance, while also socializing and networking with like-minded peers. Come enjoy a thought-provoking film and engage in a dynamic discussion with fellow students and investment professionals.
Thursday, February 23rd @ 12.30 pm
Tuesday, February 28th and Thursday, March 2nd @ 12.30 pm (First Series)
Tuesday, March 21st and Thursday, March 23rd @ 12.30 pm (Second Series)
Tuesday, April 25th and Thursday, April 27th @ 12.30 pm (Third Series)
Indoor Golf Outing – Funded by the Student Government Association
Join us for a day of fun and networking at our upcoming golfing event hosted at a premier, high-end indoor golf facility. This event is open to students of all skill levels and includes lunch, a PGA golf coach to provide tips and tricks, and transportation to and from the facility. Network with fellow students and accounting professionals while enjoying a unique golfing experience that you won't forget.
More info to come
(Intro) Tuesday, March 28st and (Intermediate) Thursday, March 30th @ 12.30 pm
Guest Speaker
Kevin O’Bara
Thursday, April 6 @ 12.30 pm
Alteryx
Explore the world of data analytics with our upcoming Alteryx workshop. This hands-on session provides an in-depth look at Alteryx's cutting-edge analytics tools and features, including data blending, predictive modeling, and more. Led by industry experts, this workshop is perfect for students who want to gain practical experience in data analytics and enhance their resume for future career opportunities.
2 Day Financial Modeling Bootcamp
Join us for this intense, two-day Financial Modeling and Valuation Bootcamp. Students will recreate the Private Equity led takeover of a company in the retail space. Participants will examine both the target and acquiring company to structure the deal. At the end of the two-day workshop students will:
Finally, we will discuss careers in the field and strategies for obtaining your dream job.
Friday and Saturday, April 14th and 15th 2023 from 9.00 am - 5.00 pm
Featuring Judy Heicklen, CFO and Chief Auditor at Credit Suisse. Ms. Heicklen will share her experiences and insights on financial management, internal audit, and risk management in the finance industry. This is a unique opportunity to learn from a seasoned industry professional and gain valuable insights into the world of finance. Come prepared with questions and join us for what promises to be an engaging and informative event.
April 18th @ 12.30 pm - virtual
