2020 Academic Excellence Awards


We will honor undergraduate and graduate students who are pursuing degrees with a concentration in accounting, tax or finance from Arizona State University, Grand Canyon University, Northern Arizona University and University of Arizona. 

Each award winner will receive a monetary award to use toward their qualified educational expenses.

CPE Presentations

Setting the Record Straight on Cyber Insurance
Presented by Lisa Phillips, Senior VPO

As cyber threats evolve and become more economically damaging to businesses, the cyber insurance market remains adaptive in responding to buyers’ needs. Many organizations still expect — mistakenly — that cyber losses will be fully covered under non-cyber (property, casualty, or crime) policies.  However, traditional insurance lines have actually been retreating from covering cyber events, so cyber insurance is becoming an increasingly vital tool.  Presentation will cover the common coverages included in a cyber policy and recent claims trends in the cyber insurance market.

The CFO Role in Business Transition - Creating Urgency & Adding Value
Presented by Suzie Eyrich & Kris Yamano

Summary of Discussion Points:
Issues that business owners should be concerned about
Story #1 – When planning goes wrong/no planning done in advance of a transition event

How CFOs initiate a conversation/what role do they play
Business owner options for transition/succession
Story #2 – What successful transition looks like

Dinner Presentation

How ASU and the W. P. Carey School of Business are Preparing Students with the Right Skills for Today’s Economy
Presented by Dr. Amy Hillman, Charles J. Robel Dean, W. P. Carey School of Business, Arizona State University

This presentation will focus on employers’ changing needs for talent and skills and how our University and School align those needs with our curricula, programs and experiential opportunities. A PowerPoint presentation will set the context and audience comments and questions will be welcome.


Suzie Eyrich

CFP, Sr. Wealth Planner
BMO Private Bank

Dr. Amy Hillman

W. P. Carey School of Business

Lisa Phillips

Senior Client Advisor

Kris Yamano

Vice President, Market Manager
BMO Private Bank