The CFA Society of Nebraska recognized Dr. Richard DeFusco, chair of the Department of Finance at the University of Nebraska–Lincoln, for achieving 10 consecutive years of professional development in CFA Institute’s continuing education program. The voluntary program offers investment management professionals an opportunity to continue their education and stay current with investment practice and theory while engaging in an ongoing commitment to the highest standards of competency and ethics. Recognition by the CFA Society of Nebraska demonstrates the importance of staying current in the investment profession.
“As an educator, making efforts to continue with professional development in the field is valuable to our students in finance. It allows us to bring what we’ve learned into the classroom and more effectively teach the intersection of theory and how it affects current practice,” DeFusco said.
In addition, John H. Conley, of D.A. Davidson & Co, was recognized as one of only nine people worldwide to complete 30 consecutive years of professional development achievement. A former advisory board member for the Department of Finance at UNL College of Business Administration, Conley continues to advance the mission of the department.
“We’ve enjoyed the opportunity to benefit from John Conley’s wisdom and knowledge,” said DeFusco. “It’s an honor to have a relationship with an individual like John; his accomplishments demonstrate the value of pursuing education beyond a degree. Within the investment profession, learning never stops. John is a reflection of that.”
Five UNL alumni were also recognized among eight CFA members who completed 10 consecutive years of professional development in the program –Dr. C. Shawn Bengtson ‘96, Woodmen Life; Brett Dale Carson ’99, Carson Wealth Management Group; Randall A. Johnson ’00, Talent Plus, Inc.; Ryan D. Johnson ’04, Ameritas Investment Partners; and Scott A. Wendt ’81, First Nebraska Trust Co.
The remaining CFA members recognized for 10 consecutive years were Jeffrey S. Birdsley, BTC Capital Management; Paul J. Kramper, Mutual of Omaha Companies; and Clinton T. Rushing, D.A. Davidson & Co.
An association created to serve financial professionals, the CFA Society of Nebraska promotes ethical and professional standards within the investment industry, encourages professional development through the CFA Program and continuing education, facilitates the exchange of information and opinions among people within the local investment community and beyond and works to further the public’s understanding of the CFA designation and investment industry. The CFA Society of Nebraska is a member of CFA Institute, effectively connecting local members to a global network of investment professionals.
Published: January 18, 2017