The Earl N. Phillips School of Business (PSB) is a vibrant business school with over 1,500 students.

Our mission is simple, “to prepare our students to become tomorrow’s business professionals.”
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Faculty
Faculty
Array ( [0] => WP_Post Object ( [ID] => 98088 [post_author] => 53 [post_date] => 2021-06-03 16:22:50 [post_date_gmt] => 2021-06-03 20:22:50 [post_content] => Dr. Ross Roberts, Associate Professor of Accounting, joined High Point University in 2010. Along with a Ph.D. in Accounting from Drexel University, he brings to the classroom the knowledge gained from six years of significant corporate experience working as a cost accountant and analyst for E. I. du Pont de Nemours and Company and as an Assistant Plant Controller for Printpack, Inc. At HPU he has taught undergraduate courses in financial accounting, managerial accounting, intermediate accounting, accounting information systems, as well as the MBA course in managerial accounting. He applies both the scholarly and the applied approaches to the classroom.   Dr. Roberts’ research interests lie in the areas of judgment and decision making in managerial accounting and information systems. His recent works are titled:   • Check My Work! Instantaneous Feedback and Student Performance in a Small Introductory Accounting Class, with Dr. Premalata Sundaram. • Innovativeness and Creativity in Management Accounting: Effects of Intrinsic and Extrinsic Motivation   Dr. Roberts holds professional memberships in The Institute of Internal Auditors, the American Accounting Association, and is a Certified Management Accountant (CMA).   The Earl N. Phillips School of Business (PSB) and HPU have benefited from Dr. Robert’s service on the Business Leadership Team. Past and present service to HPU also includes the PSB Graduate Committee and the Diversity Committee.   Dr. Roberts earned his Ph.D. in Accounting from Drexel University; his M.S. in Accounting and MIS from the University of Delaware, and his B.S. in Accounting summa cum laude from North Carolina A&T State University. 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It seems that the people who know him cannot say his name without adding, “He’s such a nice guy,” to their sentence!   Dr. Tucker brings to the classroom his academic acumen and achievement, teamed with corporate experience. After earning his Ph.D., he began his finance career with GE Card Services as a risk analyst, performing financial and statistical data analyses utilizing SAS. He produced financial forecasts and loss projections based on economic trends. He next made the logical move into banking with BB&T. He progressed from quantitative analyst, to forecast coordinator, and finally to financial engineer.   While at BB&T, Dr. Tucker managed a financial derivatives modeling team and monitored financial data resources in Reuters and Bloomberg for financial instrument pricing purposes. He also forecasted balance sheet and income sensitivity to interest-rate movements, and developed and implemented stochastic income analysis. This experience that he shares with students is invaluable to their future careers in the corporate finance world.   Dr. Tucker has done research on re-organization versus liquidation decisions for small firms, as well as bankruptcy decisions.   He teaches courses at High Point University in Principles of Finance, as well as Financial Markets and Corporate Strategy in the MBA program.   Dr. Tucker earned his Ph.D. from the University of South Carolina at Columbia, his M.B.A. from Wake Forest University, and his B.A. from the University of North Carolina at Chapel Hill. 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His paper on the Fallout of the Financial Crisis: Impact on Accounting, Management, and Marketing was the winner of the Best Paper Award at the Financial Services Institute Symposium in NYC. Other works have been published in the journals: Advances in Business Research, Review of Business, Journal of Accounting and Finance, and Journal of Academy of Business and Economics.   Dr. Lifland joined HPU in 1998 and has taught courses in both the MBA and undergraduate academic programs including financial management, international finance, portfolio analysis, corporate strategy, investment analysis, financial analysis, capital budget development, and personal financial planning. His professional philosophy is to create a class environment where faculty and students have the ability to analyze a vast array of financial and economic data and the opportunity to conduct interactive activities that simulate the actions of professional managers, traders and financial institutions. He believes that success occurs where the discussion is intellectually stimulating and where students can question the applications they have learned in a variety of settings.   As advisor to the Floyd T. Craven Investment Club at HPU, Dr. Lifland has mentored students in the choice of investments for the significant funds the club manages. He was instrumental in the selection of and training in the software available in the Wilson School of Commerce stock trading room.   Dr. Lifland serves the Earl N. Phillips School of Business (PSB) on the Assurance of Learning Committee (AOL), the Curriculum Committee, and the Tenure and Promotion Standards Committee. He also is the PSB representative to the HPU University Senate.   Dr. Lifland earned his Ph.D. in Finance, his MBA in Finance, and his B.S. in Accounting at Old Dominion University. 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However, he has been sharing his expertise with High Point University business students since 2007 when he started working at HPU as an adjunct instructor in the Evening Degree Program. Since then, HPU students have benefited from his knowledge of the financial markets and corporate world, and now the PSB can finally claim him as one of their full-time faculty members.   Mr. James climbed the corporate finance ladder first working in the food industry, then the pharmaceutical industry, and eventually landing comfortably in the mattress industry. He began his professional career as a financial analyst with General Foods Corporation. This was followed by corporate finance positions of increasing responsibility at Bristol-Myers Squibb where he worked as Director of Financial Analysis and Director of Strategic Planning. Next, he joined Sealy, Inc. as VP of Planning and Development and held other senior management positions including VP of Business Development, and VP of International Administration, Mergers, and Acquisitions.   In 2005, Mr. James struck out on his own with a financial consulting business, while simultaneously working as a senior wealth advisor for Atlanta Capital Group, LLC. Mr. James holds Series 6, 22, 62, 63, and 65 securities licenses, and professional designations of a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, and Certified Investment Management Analyst®(CIMA®) advisor. In 2007, he began as an adjunct instructor at HPU. Teaching part time awakened Mr. James’ desire to impart his knowledge on the next generation of finance students. As a result, he accepted a position as a full-time instructor at Elon University, teaching principles of finance, principles of investments, and MBA managerial finance courses. While there, he also served as the faculty advisor to the local chapter of the Financial Management Association.   At High Point University, Mr. James teaches financial management, corporate finance, and real estate investment analysis, and serves as co-advisor to the Floyd T. Craven Investment Club. He has been appointed as the faculty member to the HPU Retirement Committee.   Mr. James earned his BSBA in Finance and Industrial Management from the University of Richmond and his MBA from the Wharton School, University of Pennsylvania. 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After years of service to the PSB, Dr. Wehrley stepped down as Dean to return to the classroom full-time beginning in the fall of 2021.   While Dr. Wehrley primarily teaches finance courses, he also teaches career courses. Whatever the course, Dr. Wehrley’s focus is on “helping students help themselves.” His strong belief is that students have endless opportunities as long as they execute both inside and outside the classroom.   Ultimately, Dr. Wehrley bases his success on the success of students. Helping students become successful is his focus, which guides his priorities.   As a teacher, he has received multiple teaching awards including the Meredith Clark Slane Distinguished Teaching / Service Award, the Alpha Chi Teaching Award, and the Exemplary Teacher Award presented by the General Board of Higher Education and Ministry of the United Methodist Church.   Before pursuing a career in academia, Dr. Wehrley worked in commercial lending and commercial real estate lending at First Florida Bank in Florida and in finance for Standard & Poor’s in Colorado. Dr. Wehrley currently serves on the Board of Directors for Hospice of the Piedmont. 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Assistant Professor of the Practice of Finance
Carl Maneval Smith Business Professor of Accounting and Finance, Director of Finance Programs
Assistant Professor of the Practice of Finance

The B.S.B.A. in Finance equips students with qualitative and quantitative skills needed to measure, analyze and evaluate the value and performance of financial assets in multiple asset classes like equity, fixed income and real estate. Students learn to apply this knowledge in the fields of wealth management, corporate finance and investment research. Integrated into the finance major are several experiential learning opportunities through national certification programs, such as Bloomberg and Envestnet Institute, the CFA Program, and internships.

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Course Requirements 2021/2022
Bachelor of Science Business Administration in Finance
Minor in Finance
Bachelor of Science Business Administration in Finance
Degree Requirements Credits
Major Requirements 70
University Core Requirements 50
Electives 17
Total 128
Minor in Finance
Minor Requirements Credits
Course Requirements 20
Total 20
Requirements for B.S.B.A. in Finance
Requirements for Minor in Finance
Requirements for B.S.B.A. in Finance
Course Course Title Credits
ACC 2010 Financial Accounting 4
ACC 2020 Managerial Accounting 4
BUA 1050 Practical Excel for Business 1*
BUA 2000 Business Career Boot Camp 1
BUA 2990 Business Communications and Professional Development 4
ECO 2030 Principles of Macroeconomics 4
ECO 2050 Principles of Microeconomics 4
FIN 3010 Financial Management 4
FIN 3015 Corporate Finance 4
FIN 4030 Financial Modeling 4
MGT 2220 Principles of Management and Organizational Behavior 4
MGT 3280 Operations and Supply Chain Management 4
MKT 2110 Principles of Marketing and Personal Selling 4
MTH 1310, MTH 1410 Applied Mathematical Concepts for Business or Calculus 4
STS 2610, STS 2910 Business Statistics and Analysis or Introduction to Statistical Analysis with SAS Applications 4
Select four courses from the following list:
ECO 4150 Econometrics 4
FIN 3020 Investment Analysis 4
FIN 3025 Fixed Income Analysis 4
FIN 3030 Real Estate Investment Analysis 4
FIN 3035 Financial Derivatives 4
MTH 3110 Mathematics of Finance 4*
Course Descriptions
Requirements for Minor in Finance
Course Course Title Credits
ACC 2010 Financial Accounting 4
FIN 3010 Financial Management 4
FIN 3015 Corporate Finance 4
Select two courses from the following list:
ECO 4150 Econometrics 4
FIN 3020 Investment Analysis 4
FIN 3025 Fixed Income Analysis 4
FIN 3030 Real Estate Investment Analysis 4
FIN 3035 Financial Derivatives 4
FIN 4030 Financial Modeling 4
MTH 3110 Mathematics of Finance 4*
*MTH 3110 has a prerequisite of MTH 1420 Calculus II.
*Business majors should complete BUA 1050 by the end of their sophomore year.

1. At least 50% of traditional business credit hours in this major must be completed at High Point University. Traditional business subjects include courses with the following prefixes: ACC, BUA, ECO, ENT, FIN, MGT, and MKT.

2. Students are encouraged also to consider internships, undergraduate research, or independent study in business, beyond the standard requirements.
Career Opportunities
Recent HPU graduates have secured positions in finance with the following organizations:
Student Outcomes

  Name: Kate McCarthy Hometown: Holden, Massachusetts  Year: Class of 2023 Major: Marketing and finance with a minor in sales Internship: McCarthy joins the Chick-fil-A team in Atlanta, Georgia, as a consumer data privacy intern. In her role, she works on the Customer and Market Insights team to help power decisions through intelligence, illumination and influence….

  Name: Toni Cristiano  Hometown: Eastchester, New York Year: Class of 2023 Major: Finance with a minor in sales Internship: Cristiano joins Morgan Stanley as a summer branch analyst in a rotational program in New York City. In this program, she rotates through the wealth management branch and learns about operations, management, financial management and…

William Kong
FAST Enterprises

HPU graduates are leading prestigious career paths around the world at Fortune 500 companies, international service programs, public school systems, top-tier law, medical and graduate school programs, and many other esteemed organizations thanks to their journey at HPU. Here’s a glimpse of one extraordinary senior from the Class of 2022: Name: William Kong Hometown: Denver,…

Dakota Tameling
J.P. Morgan Chase & Co.

HPU graduates are leading prestigious career paths around the world at Fortune 500 companies, international service programs, public school systems, top-tier law, medical and graduate school programs, and many other esteemed organizations thanks to their journey at HPU. Here’s a glimpse of one extraordinary senior from the Class of 2022: Name: Dakota Tameling Hometown: Wheaton,…

READ MORE INTERNSHIP PROFILES   Name: Gillian Fajack Hometown: Cincinnati, Ohio Year: Class of 2023 Major: Marketing with minors in photography and finance Internship: As a GBS sales intern, Fajack shadowed a variety of employees at Gallagher Insurance Brokerage Company. At the end of the summer, she then competed on a team to display her…

  READ MORE INTERNSHIP PROFILES Name: Kate McCarthy Hometown: Holden, Massachusetts Year: Class of 2023 Major: Double majors in marketing and finance with a minor in sales Internship: McCarthy spent the summer with Racetrac, Inc. as a marketing intern in Atlanta, Georgia. She assisted in all departments on the marketing team including partnerships and promotions, brand…

  READ MORE INTERNSHIP PROFILES Name: Christopher Goggin Hometown: Winter Park, Florida Year: Class of 2022 Major: Sales with a minor in finance Internship: Goggin joined Uline as an outside sales representative in Orlando, Florida. His position was a structured corporate outside sales internship which included metrics and deliverables. He met with current customers to…

Rachel Lynch
Deloitte

  With another Commencement behind us, High Point University graduates will be commencing prestigious career paths around the world at Fortune 500 companies, international service programs, public school systems, top-tier law, medical and graduate school programs, and many other esteemed organizations thanks to their journey at HPU. Here’s a glimpse of one extraordinary senior from…

Kayla Cast
Federal Deposit Insurance Corporation

With another Commencement quickly approaching, High Point University graduates will be commencing prestigious career paths around the world at Fortune 500 companies, international service programs, public school systems, top-tier law, medical and graduate school programs, and many other esteemed organizations thanks to their journey at HPU. Here’s a glimpse of one extraordinary senior from the…

Philip Filiopoulos
Reliable Contracting

With another successful Commencement behind us, High Point University graduates are commencing prestigious career paths around the world at Fortune 500 companies, international service programs, public school systems, top-tier law, medical and graduate school programs, and many other esteemed organizations thanks to their journey at HPU. Here’s a glimpse of one extraordinary senior from the…

Study Abroad
At High Point University, our emphasis on global perspectives is designed to provide students with opportunities to enhance their international awareness and to develop their cross-cultural communication skills. Study abroad is strongly encouraged as a part of this emphasis on global studies. With a variety of extraordinary options at some of the most prestigious universities in the world, students at High Point University are encouraged to study abroad as early as the summer after their freshman year. Employers are looking for more than just a degree; they want well-rounded individuals who have familiarity with diverse cultures, special skills, and knowledge of the world around them.
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