Upcoming Events

Upcoming Events at GBFI

All events are held at the Global Business Financial Center (GBFI) 1600 Valley Rd, Room 2014. Unless stated otherwise.

Fall 2025 

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.


  • Excel Workshops Rd1: Tuesday and Thursday, September 23, 25 @ 12.30 pm (Financial Center: Room 2014) No registration needed 
  • Excel Workshops Rd2: Tuesday and Thursday, October 28, 30 @ 12.30 pm (Financial Center: Room 2014) No registration needed 
  • Excel Workshops Rd3: Tuesday and Thursday, November 11, 13 @ 12.30 pm (Financial Center: Room 2014) No registration needed 

  • SIC Kickoff: Tuesday, September 9 @ 12.30 pm (Financial Center: Room 2014)
    • Discussion of upcoming semester activities including guest speaker dates
  • Speaker Event: Tuesday, September 30 @ 2 pm (1600 Valley Road - Cafe): The Student Investment Club is proud to host a panel of distinguished guest speakers who have built impactful careers spanning FP&A, Investment Banking, Consulting, and others. Panelists will discuss their career paths, day-to-day roles, and the skills essential for success, while offering perspectives on the future of their fields. Students will also have the chance to hear from William Paterson alumni who have served in leadership roles at top firms such as Bloomberg, Houlihan Lokey, and BBVA . This event is designed to inspire, inform, and connect the next generation of business leaders.
    Guest Speakers: Manuel Garcia ’04, Amable Bueno  ’04, Omar Mustafa  ’04, Guido Cedeno ‘04
  • 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


Pizza With The Pros 

This interactive lecture series gives students a chance to learn from and network with Financial Planning Wealth Management professionals over pizza.

  • Tuesday, September 30 @ 6.30 pm – 7.30 pm (Location: 1600 Valley, Room 2021)
  • Dennis Huergo, CFP®, ChFC®, CLU®, CEPA® | VP Financial Advisor                         
  • Wealth Enhancement®  

  •  Wednesday, October 29 @ 6.30 pm – 7.30 pm (Main Campus University Commons 168A)     
  • TBA

  • Monday, November 17 @ 6.30 pm – 7.30 pm (Location: 1600 Valley, Room 2014)
  • Stephens Morillo, ‘17                                                                                         
  • Vanguard

    Thumbnail_image001.pngScreenshot 2025-09-08 at 18-12-32 Power Query Workshop Flyer Fall 2025 - Power Query Workshop Flyer Fall 2025 (2).pdf.png

    Student Investment Club 

    Screenshot 2025-09-08 at 18-15-12 Power Query Workshop Flyer Fall 2025 - Power Query Workshop Flyer Fall 2025 (2).pdf.png

    • Past Events - Spring 2025
    • All events are held at the Global Business Financial Center (GBFI) 1600 Valley Rd, Room 2014. Unless stated otherwise.

      Spring 2025 





      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!



      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

      • Session 1: Tuesday, April 15 @ 12:30 pm - 1:45 pm 
      • Session 2: Thursday, April 17 @ 12:30 pm - 1:45 pm  

      Round 2 (Repeat of Round 1) 

      • Session 1: Tuesday, April 22 @ 12:30 pm - 1:45 pm  
      • Session 2: Thursday, April 24 @ 12:30 pm - 1:45 pm 

      For more information, please visit our Excel page


      Emotional Intelligence Workshop 

      Tuesday, April 29 @ 12:30 pm 


    • Past Events - Fall 2024
    • Fall 2024 




      Session 1: Friday, October 11 @ 9:30 am to 5:00 pm

      Session 2: Saturday, October 12 @ 9:30 am to 5:00 pm


      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?

      • Increased revenue
      • Enhanced client relationships
      • Positive job satisfaction

      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.

      Round 1

      • Session 1: Tuesday, October 15 @ 12:30 pm (Must attend both workshops in this session)
      • Session 2: Tuesday, October 22 @ 12:30 pm (Must attend both workshops in this session) 

      Round 2 (Repeat of Round 1) 

      • Session 1: Tuesday, November 5 @ 12:30 pm (Must attend both workshops in this session) 
      • Session 2: Thursday, November 7 @ 12:30 pm (Must attend both workshops in this session) 

      For more information, please visit our Excel page


      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

      For more information, please visit our Tableau page

    • Past Events - Spring 2024
    • Spring 2024


      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)

      For more information, please visit our Excel page.


      Session 1: Tuesday, March 26 @ 12.30 pm 


      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


      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, April 2 and (Intermediate) Thursday, April 4 @ 12.30 pm

      For more information, please visit our Tableau page


      Session 1: Friday, April 12 @ 9.30 am to 5.30 pm

      Session 2: Saturday, April 13 @ 9.30 am to 5.30 pm

    • Past Events - Fall 2023
    • Fall 2023


      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, 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)

      For more information, please visit our Excel page.


      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, November 7 and (Intermediate) Thursday, November 9 @ 12.30 pm

      For more information, please visit our Tableau page.

    • Past Events - Spring 2023
    • Spring 2023


      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 


      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.

      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

      Friday, March 24th – Shuttle leaves at 10.15 am from 1600 Valley Rdhttps://www.readytogolf.com/
      Frederick Moore PGA

      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, 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:

      • Be exposed to market players in the space such as: Banks, Credit Funds, and Private Equity firms
      • Appreciate key value drivers and investment risks
      • Understand a company’s capital structure and risk and return profiles for various forms of debt and equity
      • Gain exposure to the basic components of a credit memo
      • Be able to create a simple LBO model
      • Perform stress testing
      • Estimate the combined value of the firm using relative valuation and DCF models

      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 


      Guest Speaker

      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