Brian L. Boscaljon, Ph.D.

Ph.D., Texas Tech University (1996): Research and teaching interests include investments, corporate finance, markets and institutions, international finance, and managerial finance. He developed an automated Balanced Scorecard that incorporated traditional and non-traditional financial measures for Johnson Control Interior Systems World Wide, Holland, MI.

Teaching

Teaching Philosophy

One of my most important teaching objectives is to prepare students for life-long learning. Finance is a relatively new field of study that is rapidly changing along with innovations in technology, the business environment, and the global economy. After building students' understanding of the fundamental financial concepts, I provide numerous exercises, activities, and assignments to enable them to apply what they have learned. I believe applying computer applications and decision-making models is essential for the success of students in the real world.

Courses Taught

• B ADM 530 (formerly FNC 531): Investment Theory
• B ADM 532: Corporate Finance
• B ADM 596F: CFA
• B ADM 597C: Investment Theory
• FIN 301 (formerly FNC 300): Corporation Finance
• FIN 406 (formerly FNC 460): Investment Finance
• FNC 480: Advanced FInancial Analysis
• FIN 481 (formerly FIN 497A): Advanced Financial Analysis
• FNC 494H: Research Project
• FNC 495: Internship
• FNC 496A: Fundamental Analysis
• FNC 501: Financial Management
• FNC 596: Graduate Individual Studies
• IMBA 532: Risk Management

Research

• Designation for Chartered Financial Analyst obtained, September 2001
• Calvin College Research Fellowship Award, Grand Rapids MI, 1998-99
• Dissertation was selected for presentation in the Doctoral Seminar, Financial Management Association Conference, October 1995

Creative Accomplishments

• U.S. Patent, June 2012.
• Asset Allocation/Financial Planning Model. Initial stages of obtaining a business method patent, 2008.

Service

• Recipient, Best Paper Award, Academy of Financial Planning, annual meeting, Denver CO, October 2010.
• Award from Penn State Research Foundation for filing a US patent on behalf of Penn State University Intellectual Property office, 2009.

Participation in Seminars and Workshops

• Finance Faculty Series. Discussion panelist, Penn State Erie, Erie PA, 2010
• Academy of Financial Services, annual meeting, Denver CO, October 2010:
• Co-discussant, Insurance Issues–Insurance Issues. 
  • Executive VP, Program. 
  • Session Organizer and Chair.
• Moderator and discussant, Investment Analysis V - Market Timing and Asset Selection, Academy of Financial Services, annual meeting, Anaheim CA, October 2009.
• Session Chair, Society of Financial Service Professionals, annual meeting, Las Vegas NV, October 2008.
• Session on Bloomberg/Trading Floor. Presenter, Midwest Decision Sciences Institute, annual meeting, Erie PA, April 2008.
• Estimating the Adequacy of Retirement Savings: Theoretical and Practical Issues. Discussant, Academy of Financial Services, annual meeting, New Orleans LA, October 2004.
• Financial Planning for Households Who Are Fully Retired Versus Those Who Are Partially Retired. Discussant, Midwest Finance Association, annual meeting, Chicago IL, March 2004.
• Intro to Finance. Speaker, Freshman Seminar, Penn State Erie, Erie PA, Fall 2008; Fall 2002.
• An Intra-day Examination of Technical Trading Rules in the Currency Futures Market. Discussant, Financial Management Association Conference, New York NY, October 1995.

Consulting

• Kaplan and Fiducioso, Inc., 2010
• Schweser, 2009
• St. Vincent Health Center, Erie PA, 2008 
• Kaplan Inc., New York NY, 2002- 
• Mary Lincoln, Erie PA, 2002 
• Johnson Controls Interior Systems World Wide, Holland MI, 1998

Speaking Engagements

• Time Utility of Wealth. Kent State University, Kent OH, January 2006 
• Market Uncertainty. Steris Corporation, Erie PA, April 2001

New Software Program Developed

• Applied for patent for new software program, 2009
• Developed a Asset Allocation Model for Financial Planning. Black School of Business, Penn State Erie, Erie PA, 2008
• Developed new model in Crystal Xcelcius. Black School of Business, Penn State Erie, Erie PA, 2008.
• Developed trading floor hard and software. Black School of Business, Penn State Erie, Erie PA, 2006. 

Membership in Professional and Learned Societies

• Financial Planning Association, 2010-
• Academy of Financial Services, 2004-
• Chartered Financial Analyst (CFA) Institute, 2010-; 2003-06
• Southern Finance Association, 2002-06.
• Financial Management Association, 1996-
• Midwest Finance Association, 1996-06.