Full-Time Faculty

Biography

Professor Burkhart worked in the accounting and financial services portions of the property management and residential home sale industries, which includes the local and national units of EEXCEL Communities, EEXCEL Management and EEXCEL Homes.

Education

  • M.B.A. Pepperdine University
  • B.S. Accounting Concordia University

Full-Time Faculty, School of Business and Economics

Kim Chatani is a Professor in the School of Business and Economics at Concordia University Irvine where he teaches Accounting 604, Finance 606, Governance and Risk Management 615 A and International Finance 621. In addition, he teaches Auditing ACT 419, Financial Statements Analysis ACT 332 and FIN 332 and GASB 350, ACT 311 and 312 Intermediate Accounting at the Undergraduate level.

Professor Chatani’s experience includes numerous senior level positions at notable organizations: Audit Partner at Arthur Andersen, LLP and a Consulting Partner in charge of JD Edwards Business Solutions Group, Consulting Partner and Vice President of Technology Solutions at A.T. Kearney, Inc., Consulting Managing Director at BearingPoint (formerly KPMG Consulting) and Director of Japanese Advisory Practice at KPMG, LLP. He is also an Advisory Partner and Board member at Khronicle Partners, Inc., a boutique management consulting firm based in Irvine, CA. Concurrently, he serves on a number of organizations as a board member and the audit committee chairman.

He is a published author and expert on the topics of fraud and cyber-security, being interviewed numerous times in various publications including Forbes, Moody’s, and American Banker and speaking on Talk Radio. In addition, he is a frequent speaker at conferences with his knowledge cybersecurity and risk management. Professor Chatani is co-author of several Fraud Casebooks published by John Wiley & Sons of New York, is a contributing author for the American Institute of Certified Public Accountants (AICPA) Examination on IFRS training programs. He also provides his time to the Association of Certified Fraud Examiners (ACFE) as the Orange County Chapter’s Vice President and Board member.

Educational and Professional Credentials:

  • MBA in Finance from Boston University
  • BS in Accounting from the State University of New York at Albany
  • Certified Public Accountant (CPA)
  • Certified Fraud Examiner (CFE)
  • Certified Internal Services Auditor (CISA)
  • Forensic Certified Public Accountant (FCPA)
  • Chartered Global Management Accountant (CGMA)
  • Fluent in English and Japanese

Director of Sport Management Program & Assistant Professor

Mark holds an MBA and MA in Sports Administration as well as a Diploma in University Teaching from the University of New Brunswick (Canada). He has recently been retained by Concordia University Irvine where he is serving as the Director of the Sport Management program and Assistant Professor. Mark has also served as a Sports Business Professor at UCLA Anderson’s Center for Media, Entertainment and Sports since 2011, and as an academic advisor to educational technology company and UCLA Anderson Academic partner, Athleta-Ed. He is also course developer and professor for the MBA program in Hockey Business at the Business of Hockey Institute for Athabasca University in Edmonton. In 2016, Mark had the privilege of acting as the Lead Instructor for UCLA Extension’s Custom Programs in Sports & Entertainment Marketing in Shanghai, China and served in a similar capacity for Jiaotong University of Shanghai in 2018. Mark currently serves as an advisor to IMPACT Internship LLC.

In addition to his professional academic work, Mark also boasts a wealth of consulting experience through his consulting company, MARK ONE Sports & Entertainment, whose clients have included Athleta-Ed, Edwards Technologies International, Panasonic, Business of Hockey Institute, California Center, BaAM Productions, Concordia University Irvine and UC Irvine.

Mark has in depth experience at all levels of Sports & Entertainment with significant expertise in fan/guest engagement technologies and large-scale event management and marketing. He speaks regularly on numerous topics related to the business of sports, hi-lighted by the 2019 Keynote presentation on the NCAA College Admissions Scandal, 2019 Future of Sports Conference with the LA Chargers, 2019, PrimeTime Sports Management Conference (Toronto), 2018 Keynote Presentation for Sport BC AGM, 2017 UCLA Anderson Big Data Conference, 2015 Gravity Summit & UCLA Sports Technology Panel, 2014 SATE Conference in Themed Entertainment, 2014 LA Dodgers/LA Chamber of Commerce panel on Sports Technology, and the 2014 Beverly Hills Chamber of Commerce Panel on the “Art of Negotiation in Sport.”

Through his extensive industry work, Mark has developed a deep professional network of leaders throughout all levels of sports & entertainment, many of whom appear annually during his Sports Business program at UCLA Anderson. He also serves on the international board of advisors for the European-based IBJA Sports Alliance Group.

Mark served Head Coach of the Men’s Ice Hockey program at UCLA from 2010-2017 and won the 2017 PAC 8 Conference Championship, 2013 & 2017 Crosstown Cup and 2017 Los Angeles Kings College Cup. He was also selected as one of two finalists for the PAC 8 Coach of the Year Award for 2012 and was selected as Head Coach of the PAC-8 Selects at the ACHA National Championships in Philadelphia in 2011 and 2013 respectively. Mark served a two-year term as the Associate Executive Director of the PAC 8 Men’s Hockey Conference. Prior to his move to Los Angeles in 2010, Mark served as Head Coach for the University of New Brunswick Women’s Varsity Hockey program from 2004-2007 and holds 2 USports Canada National Silver Medals and 2 Atlantic University Sport Championships as an Assistant Coach with the University of New Brunswick Men’s Ice Hockey program (1999-2004).

Interim BAL Program Director

Biography

Andrew Grimalda is a resident faculty member in the School of Business & Economics where he designed and started the Economics and Data Analytics majors as well as the school's capstone course. He has served as co-chairperson for the Educational Effectiveness Committee for the last nine years. Before joining Concordia, Andrew owned and grew his healthcare administrative services company to become one of the 100 largest in the United States. Prior to this, Andrew served as the Chief Financial Officer for a regional insurance carrier, for the nation’s largest voice and data telecommunications reseller, and for a national healthcare management company. Andrew also had a distinguished military career, retiring at the rank of Colonel. He served as an Army Ranger, Deputy Chief Logistical Operations for reserve forces, Commander of senior reserve officer warfare training, instructor at the U.S. Military Academy, and Commander of a battalion-size unit during combat operations. Andrew holds a Bachelor of Science degree from the United States Military Academy, West Point, and a Master’s degree in management science from the Sloan School of Management, M.I.T.

Education

  • M.S. Management Sciences Sloan School of Management, M.I.T.
  • B.S. U.S. Military Academy, West Point
View Curriculum Vitae

Full-Time Faculty, School of Business

Biography

Michael Kinnen is an expert in finance with over 20 years' managerial and executive experience in valuation and management consulting; he has 10 years' experience teaching at the university level. Prior to embarking on a career in teaching, Michael served corporate clients as an authority on valuation issues in engagements related to mergers and acquisitions, corporate valuation, capital budgeting, solvency, and restructuring. In his various academic appointments, Michael teaches MBA and undergraduate courses in the areas of corporate finance, advanced valuation techniques, real options analysis, investment management, financial statement analysis, and the use of accounting for managerial decision-making. He has also held teaching appointments at La Sierra University, Keller Graduate School of Management, and International American University.

Currently Michael is completing a doctoral degree in accounting in the Doctor of Business Administration program at George Fox University. He holds an MBA from University of California, Irvine, and studied English and accounting at La Sierra University. His research interests include: identity development of partners at elite professional services firms, leadership development practices in accounting firms, valuation of family and closely held businesses, financing entrepreneurial ventures, valuation of control and liquidity in family firms, employee engagement and its effects on financial professionals, succession planning and its impact on wealth creation, and the role of family offices in managing entrepreneurial wealth.

Michael, also an expert in leadership development, is actively involved in instructional design, learning program development, and performing leadership assessments for Fortune 50 companies. His firm, MindStorm Group, provides strategic advisory services to corporate boards. An experienced executive, Michael was chief operating officer at a $50 million investment fund. At PacifiCare of California, he oversaw $400 million in budgeting. His investment banking experience includes working with over 100 corporate boards on business strategy and corporate valuation.

Education

  • Master of Business Administration, University of California, Irvine
  • B.A. – English, Loma Linda University, Riverside

Classes Taught

  • Corporate Finance
  • Advanced Corporate Finance
  • Investment Management
  • Mergers & Acquisitions
  • Entrepreneurial Finance
  • Personal Finance
  • Financial Statement Analysis
  • Financial Modeling & Business Forecasting
  • Financial Accounting
  • Managerial Accounting
  • Leadership & Organizational Behavior
  • Leadership & Influence
  • Corporate Strategy

Resident Faculty, School of Business
Sr. Vice President, Nathan Associates Inc.

Biography

Dr. Mangum has over 25 years of experience in economic analysis, research, and teaching. His consulting practice centers on economic analysis and damages quantification in mattes related to intellectual property and technology, antitrust, class certification, statistical analysis, and complex commercial disputes. Dr. Mangum’s experience as an economic expert is extensive, with testimony in over 100 matters before local, state, and federal courts. Dr. Mangum has taught graduate and undergraduate courses in economics, statistics, finance, and econometrics. He is currently an Associate Professor of Economics in the School of Business and Economics at Concordia University Irvine, and has previously taught at Johns Hopkins University, The University of Southern California, and Pepperdine University. Dr. Mangum previously worked at PricewaterhouseCoopers and The United States Federal Trade Commission, Bureau of Economics.

Education

  • Ph.D. - Economics, University of Southern California
  • M.A. - Economics, University of Southern California
  • B.A. - Economics, with honors, California State University, Fullerton

Featured Articles

Research Papers and Publications

  • “FRAND Commitments and Royalties for Standard Essential Patents”, with S. Bosworth and E. Matolo, in Complications and Quandaries in the ICT Sector, Bharadwaj, Gupta, and Devaiah eds., Ch. 2, Springer Open, ISBN 978-981-10-449570, 2018.
  • “Corrective Advertising in Lanham Act Damages: The Use and Misuse of Past Advertising Expenditures” with S. Bosworth and E. Matolo, The Trademark Reporter, May-June Volume, 2017.
  • “The Case for Admitting Settlement License Agreements in a Reasonable Royalty Analysis,” with S. Conroy and R. Knudsen, 2011, Les Nouvelles, Volume XLVI No. 4, 2012.
  • “Cost Analysis,” with J. Kinrich and A. Meister, in Intellectual Property Damages, Guidelines and Analysis, 2004 supplement, M. Glick, L. Reymann, and R. Hoffman, eds., Chapter 14a, Wiley: New York.
  • “Analysis and Measurement of Damages in Patent Infringement Actions,” with J. Kinrich, 2003, proceedings of Practicing Law Institute.

Professional Memberships

  • American Antitrust Institute, Advisory Board Member
  • American Bar Association
  • American Economic Association
  • Los Angeles County Bar Association
  • Los Angeles Intellectual Property Law Association
  • Orange County Bar Association
  • Orange County Patent Law Association
View Curriculum Vitae

Professor of Business

Kit Nagel

Biography

Professor Nagel is an expert in global marketing. His specific areas of expertise in consumer packaging, supply-chain, and large scale turnkey project management have led to extensive global assignments. Most recently, Nagel was in Berlin working with the pharmaceutical firm Bayer on helping realign its global supply chain.

Nagel teaches at both the MBA and undergraduate levels and enjoys bringing a real-world, cross-disciplinary perspective to preparing students for their careers. Senior executives today note the shortage of trade-literate, culturally sensitive managers, and Nagel’s former students have gone on to positions with leading multinationals and government agencies.

On the academic side, his students have gone on to graduate programs at Tufts, NYU, and the London School of Economics.

  • Marketing Manager-Asia with Fortune 100 International Paper Co.
  • VP-Commercial Development with Servrite International
  • Born in the UK; worked and traveled in over 50 countries

Education

  • MIM-AGSIM

Publications

  • International Business: The Challenge of Globalization (Pearson)
  • "Global Market Entry - Rules of Engagement" (Xlibris)
  • "Quants Gone Wild" (WSJ)
  • "Global Marketing Management" (Pearson)
  • "Luther on Trade and Commerce" (CPH)

Teaching

  • International Marketing
  • International Finance
  • Marketing Research
  • New Venture/Entrepreneurship
  • History of Economic Thought
  • Global Enterprise

View Curriculum Vitae

Biography

Professor Shiery has over 30-years of experience in corporate marketing and training. She has worked for and with major Fortune 500 firms and had a consulting firm specializing in market research and training. She has taught marketing courses for over 20 years and has broad knowledge of marketing strategy, international business and communications.

Education

  • M.B.A. International Business California State University, Fullerton
  • B.A. Marketing California State University, Fullerton

Full-time Professor, School of Business and Economics

MBA Director

Biography

Dr. Drew Wolf serves CUI School of Business as the MBA Director and Assistant Professor. Before joining CUI nine years ago, Dr. Wolf held a variety of staff and teaching positions at a private Christian university and a large community college, both in Ohio.

Prior to his work in higher education, Dr. Wolf worked in management for a large financial institution as well as for a non-profit company. One of his favorite experiences was working ten years for the Professional Football Hall of Fame in Canton, Ohio.

Dr. Wolf’s education includes his doctorate in Educational Leadership and Management preceded by degrees in Corporate Communication. Dr. Wolf has had papers presented in California, Ohio, New Mexico, and India. His two most recent peer-reviewed publications focus on the incorporation of a theoretical framework using Appreciative Inquiry to develop resiliency in businesses. He has also served as a peer reviewer for a number of publications including the International Journal of Human Resource Management. He has volunteered for a number of years for LASEC, Los Angeles Sports and Entertainment Commission.

Teaching

  • MBA 642 Effective Communication
  • MBA 603 Management
  • MBA 678 E-commerce
  • BUS 261 Information Technology
George Wright

Dean, School of Business and Economics

Biography

George W. Wright, CPA, became the Dean for the School of Business and Economics after serving as the Assistant Dean of the School of Business and Professional Studies. He supervises all academic undergraduate and graduate programs in the School of Business and Economics by leading the faculty to determine academic policy, to establish requirements for degrees and programs, to approve the courses of instruction offered by the departments, and to administer the curriculum of the school. In addition, he is very active in developing and stimulating student participation in co-curricular activities (student clubs and organizations, professional organizations, internships, etc.) as an intentional plan to:

  1. Enrich the student experience at Concordia University
  2. Serving local and international communities
  3. Building emerging professional relationships and networks for employment and graduate school purposes

In order to fulfill this role he is responsible to seek appropriate personnel and fiscal resources to fulfill the school’s mission including the recruitment, retention and development of faculty and staff.  All faculty members are intentionally Christian and are both professionally and academically qualified in their areas of expertise.

Dean Wright is an active member in establishing accounting, marketing and international trade degree programs with select universities in China. He recently spoke to accounting educators and professionals at a regional Business Forum in Hangzhou, China hosted by Zhejiang Financial College on the differences between US GAAP, Chinese GAAP and International Financial Reporting Standards (IFRS) and the impact of these differing standards on reporting and the collateral impacts on international trade and investors.

Education

  • M.S. in Accountancy from the California State University at Fullerton
  • M.B.A. in Finance from the California State University at Fullerton
  • Bachelor of Arts in Economics the California State University at Fullerton

Adjunct Faculty

Adjunct Professor, School of Business

Biography

Dan sees business as an opportunity to invest in others and better the world around him. He began his corporate career with AT&T, and at 23 years of age he was promoted to Branch Systems Manager in which he managed the staff responsible for the deployment of technology and technical training for 300 employees. In 1996, he moved to Orange County to develop sales and strategic alliances for two local technology companies. During this time, he developed integrated solutions with companies like Boeing, Oracle, Ameritrade, Experian, General Dynamics and HP. He won numerous sales awards and was recognized as the top revenue producer for his last company. In 2001, Dan began a real estate investment business ultimately acquiring 130 rental units in Southern California, Phoenix, and Las Vegas. Today, he has consolidated his assets into three real estate investment LLC's and manages them part time. He has also conducted over $40,000,000 of transactions as a licensed Real Estate Broker. He earned his undergraduate degree at UCLA with a minor in business and two Masters degrees with High Honors from Biola University. He loves Jesus Christ, his beautiful wife Amy, their 6 children, and the gift of life. Dan travels often with trips to Ethiopia, the Congo, and Peru to support missions aimed at eradicating disease and poverty. His calling to Concordia stems from his passion to share life and business experiences with students with the goal of seeing them succeed in both.

Adjunct Professor, School of Business and Economics

Biography

With over 25 years of experience in the banking and market research industries, Jake has held leadership positions with two Fortune 100 companies and one of the country's top polling firms. He spent 15 years with JPMorgan Chase as a leader in its retail bank division as the Human Resources Manager for the Western United States, Regional Sales Manager, and Market Director, where he specialized in strategy, training, talent acquisition, and workforce planning.
Jake was actively involved and participated in the JPMorgan Chase and Washington Mutual Bank merger, the largest conversion in US financial services history at the time. He has been recognized by the California State Assembly and the City of Los Angeles for his contributions in business and organizational leadership.
As a consultant, Jake assists businesses with strategy, team building, training, and the design of human resource processes and procedures. He speaks regularly on emotional intelligence, leadership, and current topics in management. He is a course designer and has developed a variety of face-to-face, blended, and online courses.
Jake is bilingual and is pursuing his Ph.D. in Organizational Leadership from Regent University, and his current area of interest includes the mega-trends impacting the global business environment, specifically in regards to a multi-generational and changing workforce.

Education

  • M.A., Organizational Leadership, Biola University
  • B.A., Economics, University of California, Los Angeles

Courses

MBA Courses

  • Management Theory and Practice
  • Economics

Undergraduate Courses

  • Organizational Behavior

Adjunct Professor, School of Business

Biography

Summer Aviles is a Certified Public Accountant at PricewaterhouseCoopers. She performs an essential role in the preparation and review of financial statement audit opinions for a wide variety of large privately held clients in multiple industries including retail, technology, food distribution, and manufacturing. Executive management and external stakeholders of the client heavily rely upon the technical knowledge, precision, and timeliness of the audits lead by Professor Aviles and her teams. Professor Aviles’s role within the firm also includes instructing internal trainings and recruiting qualified undergraduate Associates. She holds a BA in Business Administration and Accountancy and a Master of Business Administration from Concordia University Irvine.

Outside of professional work, Professor Aviles has taught English as a second language in Irvine, California and Guangdong, China. She has also participated in mosquito control and clean water projects in Ghana, Africa and improved living conditions programs in Mexico.

Education

  • Master of Business Administration, Concordia University Irvine
  • B.A. - Business Administration and Accountancy, Concordia University Irvine

Adjunct Professor, School of Business

Biography

Albert is a man of faith who loves God and has been called to preach and pour into the lives of believers and non-believers. While raised in the Presbyterian Church, Albert converted to the Baptist Denomination. In 1995, Albert was set apart, Ordained, and received his Deacon Orders as a member and leader at Eighth Street Baptist Church in Wilmington, DE, where he led the Men's Ministry. Currently, Albert serves as a Licentiate Minister, along with serving in several ministerial capacities with Christ Our Redeemer Church (COR) in Irvine, CA.

Professionally, Albert is a global Executive Leadership Development Consultant and Executive Coach, with more than 30 years of human resources, talent management, leadership, and organization development expeirence. As a consulting business and organizational psychologist, Dr. Edwards has a deep capacity for focusing on Strategic Organization and Leadership Capacity enhancements and has been called upon to facilitate groups for clarifying strategic direction, roles, and transformation at the board and organizational leadership levels.

Education

  • Bachelor Degree in Political Science/Sociology, Alma College, Michigan
  • Masters in Organization Development/Strategic Human Resource Management, University of Pennsylvania
  • Doctor of Psychology in Organization Development/Consulting Psychology, Alliant International University's Marshall Goldsmith School of Management, San Diego, California

Adjunct Professor, School of Business

 

Biography

Imelda is an accomplished executive who has successfully founded several software development initiatives. She has mastered the business behind software and has consistently led the delivery of technology solutions for a variety of Fortune 500 institutions in various industries. With her dual background in computer science and accounting, she has proven her expertise in gaining operational efficiencies through the use of latest technologies. She has held significant roles such as obtaining funding and delivering new innovations, leading successful delivery of software solutions, to troubleshooting operational business challenges and boosting organic growth by turning around the profitability of various projects and organizations.

Imelda has held various key management positions for a variety of large institutions which includes Capita, Deloitte and Touche, Cendant Corporation and Capital Group.

She graduated cum laude with a degree in Business Administration and Accountancy and has a Master’s degree in Computer Science. She was a consistent Dean’s Lister and was the recipient of the CPA Development Foundation Scholarship during her academic years. Imelda holds the following designations:

  • Certified Public Accountant (CPA)
  • Certified Information Technology Professional (CITP)
  • Certified Information Systems Auditor (CISA)
  • Chartered Global Management Accountant (CGMA)

She is a member of the AICPA, ISACA, California Society of CPA’s and US Women’s Chamber of Commerce and has received the following nominations and awards:

  • Distinguished Alumna Award
  • Outstanding Women in Business
  • Outstanding Leader

Adjunct Professor, School of Business

Biography

Ryan Charles Gaglio is a shareholder in Stradling's Corporate and Tax practice groups. His practice focuses on tax planning, tax controversy and transactional matters. He advises clients on the federal, state and local tax consequences of mergers and acquisitions, bankruptcies and workouts, estate planning, and executive compensation, as well as on sales, use and property tax matters. Ryan has significant experience in federal, state and local tax controversies and disputes, and has successfully represented clients at all stages of proceedings before the IRS, the California Franchise Tax Board and the California State Board of Equalization, as well as in tax controversies before the U.S. District Court and the U.S. Tax Court.

Adjunct Professor, School of Business

Biography

I have over 25 years of diversified experience, as an accomplished Executive with comprehensive experience, full accountability for P & L, leading Aerospace & Defense manufacturing business units delivering highly engineered products. I have a successful track record in business growth, profit improvement, turnarounds and business development. Built high-performance teams and collaboratively drove businesses to dramatically improved financial results.

Additionally, experienced in using Earned Value Management techniques to provide positive ROI for large-scale programs. Experienced in creating Work Breakdown Structures, full product life cycle of software & hardware development, and accomplished in guiding development teams to successful completion of large-scale projects and programs utilizing six sigma and lean electronics processes. Exceptional background in Engineering, Global Program Management, Product Management, Corporate Strategy, Manufacturing, Sales and Marketing experience.

Currently, I am employed at Boeing Research & Technology as a Senior Deputy Program Manager. This position has enabled me to refine my skills in dealing effectively and efficiently with all levels of executive and staff personnel, clients and vendors. As well as improving my performance in a substantial number of other areas, which have included considerable decision-making and effective negotiation.

My wife Nancy and I and have been married over 20 years with four girls and one son.

Education

  • D.B.A., Business Administration Grand Canyon University, US-AZ-Phoenix
  • M.B.A., Business Administration Hope International University, US-CA-Fullerton
  • B.S., Business Management Hope International University US-CA-Fullerton
  • B.S., Electronics Engineering Technology, R.E.T.S., Electronic Engineering Institute, US-AL-Birmingham

Adjunct Professor of Business

Biography

Professor Jeffrey Lu serves entrepreneurs in finance, real estate and tax services while providing transaction advises for more than two decades. His career started at Peat Marwick Mitchell (KPMG). He developed strong negotiation skills while practicing public accounting representing entrepreneurs featured in Inc. and Money magazine for merger and acquisition & financing of venture-backed and knowledge-based businesses in the high-tech, healthcare and real estate industries. 1997 Money magazine recognized him as one of the Personal Financial Specialist by AICPA. He is a broker associates, realtor® with Coldwell Banker Previews International at Newport Beach, CA, He earned the top 5 ranking of 2013 EBT program of Coldwell Banker Commercial.

Professor Lu is Certified Public Accountant, Personal Financial Specialist, Realtor, Broker Associate and Certified Negotiation Expert of Real Estate Negotiating Institute. Mr. Lu lectures "Cross Border Transactions & international taxation at Graduate School of Accounting of Soochow University. He lectured accounting and financial statement analysis at University of Missouri at Columbia Missouri and Coastline Community College in Orange County, California. Professor Lu is the founder of LU & ASSOCIATES in Irvine, California, serving entrepreneurs with transactional advisory services in finance, real estate and taxes.

Professor Lu is member of venture capital organization in Southern California and Silicon Valley/San Francisco Bay, director of Southern California Monte Jade (SCMJ), Assistant Scout Master of Boy Scout of America Troop 606, and Vice Chair of GATE committee of Irvine Unified School District. Mr. Lu served as Vice Chairman of the board of director of Southern California Chinese Culture Association (SCCCA)/Irvine Chinese School (ICS) based in Irvine, California.

Education

  • Master of Accountancy, University of Missouri, Columbia, Missouri
  • M.S. – Taxation, Golden Gate University, San Francisco, California
  • B.S. – Accounting, Soochow University, Taipei, Taiwan, R.O.C.

Teaching

  • ACT 212 Managerial Accounting
  • ACT 313 Cost Accounting
  • FIN 335 Real Estate Finance
  • MBA 621 and 622 International Finance
  • MBA 665 Entrepreneurship Principles and Practices

Adjunct Professor of Business

Biography

Before joining Citi Personal Wealth Management, Gil was the Managing Director of Wealth4Purpose and consulted in the areas of Estate Planning and Charitable Planning. Prior to that, Gil was Divisional Director of the Wealth Planning Centers for Citigroup Smith Barney in the Western Division where he and his team met with High Net Worth Clients and their families to discuss all aspects of their financial circumstances while focusing on Federal Estate and Federal Income Tax planning. Gil has authored several articles and has been published in the Orange County Lawyer Magazine, Los Angeles Business Journal and the Sacramento Business Journal. He is also an Adjunct Professor in the School of Business at Concordia University where he teaches Business Law and Business Ethics. Gil earned his Bachelor of Science degree in Finance from California State University Long Beach, his Juris Doctorate from Western State University College of Law and completed advanced estate planning courses at American College in Bryn Mawr, PA. In addition, Gil currently holds Series 7, 63, 65, and 24 licenses through the Financial Industry Regulatory Authority. He also holds a lifetime teaching credential from the Board of Governors of the California Community Colleges. In the past, Gil has served on the advisory boards for the Institute for Preparing Heirs, Hoag Memorial Hospital, Olive Crest Treatment Center for abused children and CBMC of Newport Beach, to name a few. Gil and his family make their home in Orange County, CA.

Adjunct Professor, School of Business

Biography

Edward Kwak is a Southern California native and a Concordia Irvine alumni. Edward holds an undergraduate degree in marketing and an MBA from Concordia Irvine. Having worked for both startups and major corporations, Edward comes with a very diverse marketing background with experience in multiple industries including video games, tankless water heaters, oral hygiene, wine storage, and high performance/racing automotive braking systems and safety equipment. Currently, Edward is working for the Lutheran Church Extension Fund as the West Region Marketing Manager, focusing on marketing financial products and services for Lutheran Church Missouri Synod members and congregations.

Biography

Professor Lerner has over 30 years experience in business management and marketing. She has worked with small start-ups and large international organizations in the healthcare, technology, and service sectors. She has also successfully owned and operated a printing company with her husband for more than a decade. Her approach to teaching business is from the entrepreneurial/intrapreneurial mindset. She is a Sam Walton Fellow with SIFE/Enactus, and has led CUI students at business ethics competitions.

Education

  • MA - Psychology, Pepperdine University
  • MBA - Entrepreneurship, Concordia University
  • BA - Liberal Arts, Concordia University

Courses Taught:

  • Management
  • Business Ethics
  • New Ventures and Entrepreneurship
  • Human Resource Management
  • Business Strategies
  • Marketing
  • Public Speaking

Adjunct Professor of the School of Business and Economics

Biography

Robert's career spans over the transportation, finance, and nonprofit sectors where he has held operations management, controller, and CFO positions. He currently serves on the boards of Reef Check and Blue Water Photo.

Robert specializes in asset and equity valuations using hard data to develop and test pricing and forecast models.

Education

  • Pepperdine University, MBA
  • UC Riverside, Environmental Science, B.S.

Biography

June McLaughlin is Professor & Paralegal Program Director at Irvine Valley College in Orange County, CA. She teaches business law and paralegal classes. Professor McLaughlin also teaches sales and securities regulation at La Verne College of Law. She has co-authored a Business Law textbook, published several book chapters, essays, and a law review article. June is currently Editor-in-Chief for the Journal of Law, Business & Ethics. She serves on several non-profit boards and Chairs the City of Irvine board for residents with disabilities. Work experience includes equity trader and NYSE floor clerk at Legg Mason, Inc. and serving as a Securities Arbitrator for FINRA. She held a Series 7 license. June is admitted to practice law in California.

Education

  • JD, Seton Hall University School of Law
  • LLM (Tax) Chapman University
  • LLM (International Business Law), King’s College, University of London

Adjunct Professor, School of Business

Biography

James A. Murrey, CPA, MBT, has experience in public accounting began with a local Orange County firm in 2009. He joined WNDE in 2015, and currently serves as a manager in the firm’s tax practice. In his current role James is trusted with overseeing engagements, reviewing staff work, maintaining client relationships, and training and mentoring staff.

He serves clients in a wide variety of industries including retail, distribution, manufacturing, technology, construction, business and professional services, and real estate.

James lives in Orange County with his wife Megan and son Jax. He enjoys playing golf, traveling, and spending time with his family.

Education

  • University of Southern California, Master of Business Taxation 2016
  • Concordia University Irvine, Bachelor of Arts in Business Administration, Emphases in Accounting & Finance 2008
  • CPA Designation 2011

Expertise

  • Corporations, Partnerships, Individuals, Trusts, & Foundations
  • Extensive experience serving small to mid-sized companies and high net worth individuals

Professional Affiliations

  • AICPA
  • CalCPA

Biography

Israel Passwater has been serving as an Adjunct Faculty Member since 2008. Israel has a unique professional background in both education and business. Israel started his teaching career in special education. His passion for innovation and organizational improvement lead him to serve in both the public sector and private sectors in business leadership. His teaching areas of expertise are in Organizational Leadership, Leadership, Management Theory, Consulting, Coaching, and Organizational Behavior. Israel teaches part-time both online and campus-based courses for National University and CUI.

Currently, Israel serves as the Cheif Operations Officers (COO) for an e-commerce company in South Orange County. His educational background consists of a Bachelors of Arts in Psychology from Point Loma Nazarene, Masters Degree in Sports Management / Kinesiology from California Baptist University, and he is finishing his Doctorate in Organizational Leadership at Pepperdine University.

Israel is a former scholarshiped student-athlete and is an avid marathon runner. He loves spending time with his family; son Cole (5), Wife Katie and their two rescue golden retrievers Gracie and Riggins.

Adjunct Professor, School of Business

Biography

Brittany Pereda joined the Eagles Athletics Staff in December of 2017.

In her role as Assistant Athletics Director for Operations and Development, she directly assists with fundraising, corporate sponsorships, business operations, finance, community outreach and game management. She also oversees the Eagles Student-Athlete Advisory Committee and assists the Director of Athletics, Mo Roberson, in maintaining an environment where coaches, staff, and student-athletes grow spiritually, academically, socially and athletically.

Prior to joining the CUI Athletics Department, Pereda spent two years working for MotorActive Australia in which she operated as an independent contractor to create business plans for long-term success. She also conducted marketing research proposals and oversaw efforts in launching and maintaining small business ventures in Southern California. Pereda also doubled as the senior event coordinator for Electra Cruises in Newport Beach, California where she operated as an on-site coordinator for all weddings, corporate and private events. She handled daily operations, managed sales and assisted with content creation for the website and all social media efforts.

While her role is new within the Athletics Department, Pereda is not new to the Eagle family. After graduating from Loyola Marymount University where she was a four-year varsity softball player and earned both a Law and Business Marketing degree, she joined the Eagles softball staff as an assistant coach under the direction of head coach Crystal Rosenthal from 2012-2015. During that time, she helped lead the Eagles to their first ever program National Championship in 2013 and graduated from CUI with her Master’s in Business Administration in 2015.

Professor of International Studies

Roger Philips has been in international management for over twenty years. In addition to his consulting practice, he is adjunct professor and lead course instructor for the international business strand of Master of Arts in International Studies program at Concordia University. This program emphasizes study of Chinese business. Prof. Philips also teaches in the MBA program and leads business study tours to Shanghai and Beijing.

View Curriculum Vitae

Biography

Fred Rogers is a serial entrepreneur and has had a life-long passion for new technologies and the process of rapid and successful commercialization.

Rogers was founder and president of Rogers & Associates Management Consultants, Ltd., from its inception in 1972, until its acquisition in 1985. He led the firm from being a startup to becoming an enterprise with 7 offices in the United States and 3 in Canada, over 200 employees. After a decade in semi – retirement Rogers founded SUTI Holdings, LP to radically alter the technology commercialization landscape and spent almost 2 decades working with US universities to commercialize their technologies.

In 2014 Mr. Rogers resigned from day to day operations of SUTI to pursue consulting and advisory work and spend more time on issues of interest.

He is currently a consultant to InTrust Global working with the Mexican Government to commercialize their university technology; a consultant to the technology consulting firm Yet2 advising several of their Fortune 100 clients; is a consultant to Paley-Advisors a Wall Street Investment Bank and an advisor to a couple of small technology start ups.

He and his wife Peggy of 43 years reside in Newport Beach California. They have 2 grown children and 2 grandchildren.

Education

  • MBA University of Alberta 1972

Adjunct Professor of Business

Biography

Linda Rudolph, MBA has over 20 years of management and human resource management experience in domestic and global organizations. This experience spans across several industries including technology, professional services and manufacturing. She has held several HR leadership positions and is SHPR certified. Linda currently teaches the Concordia undergraduate Human Resource Management course. Ms. Rudolph began teaching at Concordia in 2003 in the School of Business and has also taught for UCI Extension, Cal State Fullerton and Brandman University. She is currently the HR Director for a privately held manufacturing organization in Orange County.

Education

  • B.A. USC Liberal Arts
  • M.B.A Pepperdine

Biography

Phillip (Todd) Winkler is trained in Electrical Engineering (BSEE - LeTourneau, MSEE - USC) and experienced in multiple disciplines as a data analyst, software programmer, systems design and system engineering. He has 23 years as a systems engineer in IT technical sales. He has deep expertise in servers, data storage, IT systems and data center architectures. Previously he worked in the defense industry for 12 years as a missile systems software designer, data analyst and data visualization expert.

  • He has always been called by his middle name Todd.
  • He has lived in 26 different places in the US and Europe.
  • He enjoys teaching, solving problems and technology.
  • He has been a follower of Christ since 4th grade.
  • He lives in Lake Forest with his beautiful wife Dawn.
  • He has two boys, both in college - CUI and Cal Poly SLO.
  • He has a Bachelors of Science in Electrical Engineering from LeTourneau University in east Texas.
  • He has a MSEE from USC in 1992 in Nuclear Fusion and Plasma Dynamics.
  • He loves outdoor sports, travel and racquetball.

Adjunct Professor, School of Business and Economics

Biography

Professor Zoltany likes to be referred to as an entrepreneur or intrepreneur in business and in education. His philosophy of teaching evolved from embracing the concept around andragogy while working in corporate America and instructing business courses at Concordia University. He has hands on business knowledge as a Financial Manager of national, public and private organizations. Professor Zoltany considers the most important position he has ever had is teaching currently for his alumni at Concordia University as an Adjunct Professor. Some of the organizations he has worked with and learned from include: The Irvine Company, UDR, Inc., Strategic Sanitations, Inc., and The Ticket Group, Inc. His goal is to 'create the savvy business leader' by teaching the importance of global and diversity perspectives in business and future business trends.

On a personal level, my hobbies include "Tennis". My favorite sports include tennis, soccer, and basketball. My door is always open. Please feel free to e-mail me with any questions. Please remember, I am outdoors on weekends and won't always get reception, while on the courts and chasing down tennis balls. I promise to get back to you within 24 hours.

Education

  • MBA, Finance - Brandman University, Chapman University System, Irvine, CA
  • Bachelors of Art, Business Administration, Organizational Leadership - Brandman University, Chapman University System, Irvine, CA

Teaching

  • MBA-604-Accounting
  • BAL-309-Finance Basics for Managers
  • BAL-201-Macroeconomics

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