December 7, 2014 usmpresidentsearch@maine.edu tjm@maine.edu Dear Members of the Presidential Search Committee, I am writing to you to express my interest in the Presidency of the University of Southern Maine. I am currently the Chief Global Officer at West Virginia University (WVU) as well as the Milan Puskar Dean of the College of Business and Economics (B&E) at the same institution. As Dean I have been able to turn a good college into a vibrant one thanks to the support of students, faculty, staff, alumni and friends of the institution. Together we have achieved alltime record fundraising, $30 million in 4 years, (currently working on 2 gifts totally an additional $9 million), reached all-time record enrollment, 2,709 students vs. 1,452 in 2010, and strengthened the financials of the college significantly, with $45M in net assets vs $29M in 2010. We have expanded recruitment nationally and globally, with 233 international students vs 72 in 2010 and have built quality programs—a 617 average GMAT for full-time MBA vs 537 in 2010, currently ranked 92nd best by U.S. News (49th among public institutions) and a 662 average GMAT for the MS in Finance. We have also received national recognition for some other programs: a #5 ranking for undergraduate program in Ethics and a #23 ranking for the Online EMBA, currently enrolling 210 students from 21 states and Canada. Most importantly, we have created a community of engaged students wanting to learn and prepared to succeed. In addition, we have:  established new programs-- Hospitality and Tourism, Energy Finance, Supply Chain Management, Online EMBA, Ph.D. in Business Administration and extended Entrepreneurship classes to B&E and non B&E students; all these programs have met strong student interest;  created 6 new joint programs-- MD/MBA, PharmD/MBA, DDS/MBA, MPH/MBA, 2 Engineering/MBA- main and satellite campuses;  established 3 new centers-- Business Learning Resource Center (BLRC), Robbins Center for Global Business and Strategy 20/21, and Center for Free Enterprise;  hired more than 40 faculty from top Ph.D. programs;  improved the quality of incoming students and through the Business Learning Resource Center (BLRC) ensured that “once at B&E one will be helped to succeed”;  significantly advanced the quantity and quality of research with, among other initiatives, the establishment of the Ph.D. program in Business Administration, the 1 hiring of new scholarly-driven faculty and the development of monetary/recognition incentives to encourage commitment. Among the many specialized areas we have focused on three stand out, business ethics, corporate social responsibility and leadership. Ethics is being taught across all core disciplines, and is a requirement of all undergraduate students. This focus has led Bloomberg Businessweek to rank B&E the #5 undergraduate business school in Ethics. Corporate social responsibility has been taught in the college for many years and has allowed students exposure to philanthropic and non-profit activities and engagement with the community, “learning well by doing good”. Leadership is being “role modeled” by luminaries in business, government and academia who join us every fall and spring semester to share their career stories and leadership lessons as part of the B&E Distinguished Speakers Series. Finally, the drive to take a good college to a vibrant one has been guided by a compelling and simple vision of “Better, Bigger, Ranked”, embedded in values that model behavior, and inspire action. The values of Diversity/Globalization, Ethics/Integrity and Excellence/Innovation guide our everyday actions and provide the normative parameters within which to succeed. Upon being named Chief Global Officer we immediately established a compelling vision for “One Global WVU”, expanding and deepening the university‟s global reach. The inbounding of international students is growing double digit (2,046 vs 1,814 last year with a goal of 3,000 by 2020), the international partnerships of the university are being revitalized and the quality of our study abroad programs is markedly improving. This global push is enabling more international students to come to America to advance their studies and careers and more Americans who dream of adding an international experience to their education to do so. At the college level, the global push has resulted in the signing of MOU for the exchange of students with universities/colleges of distinction in Germany (Munster University), China (Peking University), Israel (Hebrew University) and Brazil (INSPER), among others. Both as Dean and Chief Global Officer I have had the opportunity to work closely with two presidents of the university, two provosts, the chancellor of health sciences, several vice-presidents, the various boards supporting the university (Governors, Alumni Association, Foundation) and heads of other colleges and schools on and off campus. Strong internal engagement is coupled with strong external engagement. As WVU is a state-funded institution, public funding and good relations with the state government are crucial. Our outreach to the Governor of West Virginia, Secretaries of State and the Legislature has been extensive. An example of that is the Speaker of the House of Delegates serving as a judge in the state-wide Collegiate Business Plan Competition run by the College and the College being invited to his „Listening Tour” of the state while he 2 travels to various communities to listen to the needs of small businesses and when appropriate, propose legislation to address those needs. Our engagement with the business community and alumni has been broad and deep, carried out by the Dean, faculty and staff and specialized units like Development, the Bureau of Business and Economic Research (BBER), the BrickStreet Center for Innovation and Entrepreneurship, the Center for Career Development and the Center for Executive Education. This engagement has created experiential learning, internship and job opportunities for many students. It has also indirectly contributed to record fundraising which helps students with scholarships, helps faculty with endowments and helps the school with relevant new programs. Over the course of my professional career, having held senior positions in three major global companies (Johnson & Johnson, Bristol-Myers Squibb and Eli Lilly), I have honed my managerial and leadership skills in the health care industry, have enjoyed a truly global career, and have had the opportunity to lead and manage multi-billion dollar businesses of great scale and complexity. Through it all, my skills in strategic planning, my ability to work with people from the most diverse backgrounds, my desire to continually learn and my capacity to exercise “principled, engaged, inclusive leadership” have been crucial in achieving goals of organizations I have led and in achieving my own personal goals. The University of Southern Maine has an impressive history serving the educational needs of the people of Maine, the nation and the world. “The current realignment of structure, personnel and programs to available resources in the face of the “perfect storm” of changing demographics, increasing competition, reduced state support and the decision to keep tuition flat for three years”, will be eventually completed. As the realignment is taking place it is critical that leadership be in place to set the foundations for the “Renaissance” of USM. I believe the experiences, insights and skills I have acquired as a Dean and the Chief Global Officer at West Virginia University and as a corporate executive at Johnson & Johnson, Bristol-Myers Squibb and Eli Lilly have equipped me well to carry USM‟s resurgence forward. This belief is tempered by a profound appreciation of the challenges and great opportunities facing the University, and by the realization of how much a force for good the University has been, is and will be for Maine, the nation and the world. The president of a major university is a demanding position that requires vision and a genuine willingness to work with multiple constituencies starting with students, faculty, staff, Board of Trustees, Governors or Advisors, government and its agencies, foundations, alumni and advisors, the community, friends of the university, the media and the general public. Having worked closely with two university presidents, I realize first3 hand the importance of a president working collaboratively with all parties concerned in the pursuit of vision and mission. At West Virginia University, as a member of the  Council of Deans;  Senior Academic Administrative Personnel Committee (SAAP);  Strategic Planning Council;  Enrollment Committee;  University-wide task forces, roundtables and search committees, I have been exposed to, engaged with and helped to decide on matters relevant to the day-to-day running of the university as well as on planning for its future. In addition, as the Chair of the Leadership Team that runs the College of Business and Economics and Chief Global Officer overseeing both the Office of International Students and Scholars (OISS) and the Office of International Programs (OIP) which constitute the “One Global WVU” organization, I have had the opportunity to lead organizations in the very heart of the university. As a Board Member of the West Virginia United Health System, The Blanchette Rockefeller Neurosciences Institute, Bio West Virginia and a member of the West Virginia Chamber of Commerce Education Task Force, I have been given a privileged “outsider looking in” position to observe the university, its many components and how they work together to provide students a great education. It is based on this set of organizational experiences and accomplishments summarized earlier on in this letter and in my CV that I feel prepared to address the agenda for new leadership as laid out in the leadership statement prepared by the Search Committee. The statement includes objectives like “building enrollment, developing USM‟s identity as a public, Metropolitan University, engaging with faculty, staff and community members, enabling the University to innovate academically, administratively and in outreach and playing an active and collaborative role in the University of Maine System leadership team”. With these objectives in mind, the new president and the USM family will have to develop the new mission and vision for the University, re-emphasize the values so well laid out by the University‟s Metropolitan University Steering Committee (USM supports free and open inquiry and expression; treats all individuals with dignity, respect and fairness; embraces difference and diversity; honors and supports sustainable development, environmental stewardship and community involvement and makes itself accessible and available to all who aspire to high academic standards) and execute on strategic priorities that will allow for USM‟s “Renaissance”. 4 Among the many strategic priorities that I have seen deployed over and over again, including at my current institution, six priorities keep recurring:  to attract and retain the best students, faculty and staff;  to provide students with the high level, holistic, and diverse educational experiences they need to grow and succeed;  to advance research and create new knowledge to improve society and bring it to the classroom;  to enable students to get jobs or to advance their education;  to engage the community and the world and to make a difference;  to successfully ensure the financial health of the institution. These priorities are critical to any university leader today and their successful pursuit makes for great academic leadership. To attract and retain the best students, faculty and staff is job one in any institution. Broad efforts in recruiting from dedicated personnel to broad geographic focus (neighboring states and international) to greater use of scholarships are fundamental to ensure sustainable growth of any institution. To successfully ensure the financial health of the institution speaks to effective fundraising, competent management of auxiliary services, effective engagement with the state to secure continued funding, and successful recruiting and enrollment. Enrollment and fundraising go hand in hand in an educational market where public institutions like USM have to compete for the best with very well endowed private institutions. Finally, my belief in higher education as a force for good in society continues unabated in the face of all of the challenges that confront the world today. As John A. Hannah, President of Michigan State University (my alma mater) from 1941 to 1969 stated in his State of the University address of February 12, 1968: “The University is an integral part of a social system that has given more opportunity more freedom more hope to more people than any other system yet devised”. The University of Southern Maine has been providing opportunity, freedom, hope and imparting values to thousands of Mainers, Americans and international students for many years. I would like to be part of that tradition as the next President of The University of Southern Maine. Respectfully, Jose V. “Zito” Sartarelli, Ph.D. Milan Puskar Dean, College of Business and Economics, WVU Chief Global Officer, WVU 5 Language Proficiency: English, Portuguese, Spanish JOSE V. “ZITO” SARTARELLI, Ph.D. HIGHLIGHTS OF QUALIFICATIONS ACCOMPLISHMENTS: ONE GLOBAL WVU   Double-digit increase in international undergraduate applications and refocused study abroad Established new international alumni chapters and partnerships with leading universities COLLEGE OF BUSINESS AND ECONOMICS         Improved profile of students, faculty and staff All-time records in enrollment, fundraising and net assets Quality of research/publications improved significantly Record number of recruiters on campus, 60 of them from Fortune 500 companies Six new joint programs with sister colleges/schools on campus New programs launched: Ph.D. in Business, Online EMBA, new major, new areas of emphasis and an extended minor Launched three new centers and expanded engagement in the state and the world Rising rankings of undergraduate and graduate programs EXPERIENCE:        Chief Global Officer, West Virginia University Milan Puskar Dean, College of Business and Economics, West Virginia University Former Company Group Chairman, Pharmaceuticals Group, Asia-Pacific, Japan, Latin America, Johnson & Johnson Former President, Medicines Group, Latin America, Puerto Rico, Canada, Bristol-Myers Squibb Former President, Medicines Group, Asia-Pacific, Middle East, Africa, Bristol-Myers Squibb Former Area Director, Asia-Pacific Operations, Eli Lilly and Company Former President, Eli Lilly Brazil, Eli Lilly and Company BOARDS:       Board and Finance Committee Member, West Virginia United Health System Board and Executive Committee Member, Blanchette Rockefeller Neurosciences Institute, WVU Board Member, Bio-West Virginia Former Board Member, Council of the Americas Former Board Member, American Foundation for Pharmaceutical Education (AFPE) Former Chairman, International Sector, Steering Committee, PhRMA – Pharmaceutical Research and Manufacturers of America EDUCATION:    PhD, Business Administration, Michigan State University MBA, Michigan State University (Fulbright Scholarship) BBA, School of Business Administration of São Paulo, Fundação Getulio Vargas, São Paulo, Brazil JOSE V. “ZITO” SARTARELLI, Ph.D. Curriculum Vitae 2 PROFESSIONAL EXPERIENCE 2013–Present WEST VIRGINIA UNIVERSITY Chief Global Officer LEADERSHIP SCOPE: West Virginia University is the land-grant institution in the state, funded in 1867. It enrolls more than 32,000 students, from all 55 counties, every U.S. state and D.C. and more than 110 countries. Its 15 colleges and schools offer more than 184 degree programs and boasts a budget of close to $2.5 billion when health sciences are included. The “One Global WVU” organization encompasses the Office of International Students and Scholars (OISS) and the Office of International Programs (OIP) and its purpose is to expand the university’s global footprint. KEY ACCOMPLISHMENTS:  Developed, together with the Global Engagement Taskforce, the vision for “One Global WVU” to expand university’s global footprint. EXHIBIT 1: One Global WVU Vision  Significantly increased international student, scholar and professional applications by: – Strategically focusing recruiting efforts on 14 high potential markets; – Participating in international fairs more systematically; – Developing 3+1 programs and similar modalities with international universities; – Strengthening contacts with sponsoring organizations such as the Brazilian Scientific Mobility Program (BSMP); – Using a third-party (Zinch) to reach out to students in China through advertising a Chinese website, organizing meet and greet events, etc; – Working more closely with organizations such as Fulbright, IIE, etc. as they funnel students and scholars to the U.S.; – Supporting and enabling research collaborations between U.S. and international funding organizations; – Establishing new alumni chapters overseas, seven already in place: Japan, Korea, China (Shanghai, Hong Kong and Taiwan), Thailand and Malaysia; – Consistently cultivating alumni in countries where WVU has a presence.  Started the process of refocusing the OIP organization by: – Reviewing, changing and enforcing new processes, supporting Study Abroad and connecting OIP, the Registrar’s office, Student Accounts, Extended Learning, etc; – Working closely with all partners to ensure Study Abroad participants have a memorable experience.  Refocused global efforts on partnerships that matter most.  Presented to Provost proposal to further accelerate the growth of international students at WVU. JOSE V. “ZITO” SARTARELLI, Ph.D. Curriculum Vitae 3  Brought together OISS and OIP organizations under one interim director (in lieu of two) resulting in a One Global WVU that is more efficient and effective.  Started to plan for the implications of a 3,000 international student population on campus (vs. 1,814 today) in terms of housing, transportation, community support and placement of students.  Continued to work on the downtown loop development project that will include the construction of an “International Building” where One Global WVU will be housed. 2010–Present WEST VIRGINIA UNIVERSITY Milan Puskar Dean, College of Business and Economics LEADERSHIP SCOPE: The 63-year AACSB accredited College of Business and Economics (B&E) currently offers eight undergraduate majors, three undergraduate minors, five masters degrees, one certificate and two Ph.D. programs (Business Administration and Economics), enrolls more than 2,500 students from 36 states and 42 counties, employs approximately 150 faculty and staff, manages a budget of more than $30 million and is supported by more than 20,000 alumni from around the world. KEY ACCOMPLISHMENTS:  Developed, together with faculty and staff, a vision aimed at transforming B&E from a good to a vibrant college. EXHIBIT 2: B&E Vision  Set an all-time enrollment record in the fall of 2013 – 2,597 students, 383 more than 2012, almost twice as many as in 2010; record will be exceeded in 2014; record driven by the establishment of the 4-year college, growth of international students and the Online EMBA. EXHIBIT 3: Enrollment  Strengthened global recruiting with dedicated personnel and increase in the number of scholarships/assistantships for meritorious students.  Greater global engagement started to pay off – number of international students has gone from 72 in 2010 to 198 in 2013; partnerships with top world universities signed (University of Münster, Germany; Peking University, China; Hebrew University, Israel; Insper, Brazil) and more are under negotiations. EXHIBIT 4: Globalization in Action  Hired more than 40 new faculty, many from top schools, since 2010, driven by the vision, new doctoral program and focus on research; more than 11 new lines have been added. EXHIBIT 5: Professors from Top Schools  Changed the College to a four-year institution with special focus on internships; opened the Business Learning Resource Center (BLRC) to improve transition from high school to college and to increase retention. The BLRC currently reaches 1/3 of B&E’s student population, has had more than 4,750 visits and has helped to improve students’ GPAs. EXHIBIT 6: Business Learning Resource Center JOSE V. “ZITO” SARTARELLI, Ph.D. Curriculum Vitae 4  Established the Online Executive M.B.A. program, currently enrolling more than 200 students from 21 states and Canada, and averaging 10.3 years of working experience; U.S. News and World Report ranked it #23 best online program in the country, six positions better than last year.  Launched the Ph.D. in Business Administration, currently enrolling 27 students complementing the 48-year-old Ph.D. in Economics. EXHIBIT 7: Ph.D. in Business Administration  Refocused the full-time MBA toward quality: average GMAT raised to 617 in 2013 versus 537 in 2010; program now ranked 49th best among public universities by U.S. News and World Report, 92nd overall.  Ensured M.S. in Finance program remained high quality and selective; average GMAT over 660; program ranked in the top 43 in the country by Masters Degree Online.  Strengthened the teaching of “Business Ethics” culminating with a #5 ranking for undergraduate business schools for ethics by Bloomberg Businessweek. EXHIBIT 8: Ethics  Expanded the “Corporate Social Responsibility” efforts at the college; students learn hands-on philanthropy; more than 250 students have taken the class and have given out more than $250,000 to hundreds of needy institutions in Morgantown/North Central West Virginia.  Implemented Assurance of Learning in 2012 and the results are very encouraging; Quality Matters review of online courses underway; B&E is serving as a model for the implementation of Digital Measures university-wide.  Partnered with other colleges on campus/off-campus and launched six new joint programs – MD/MBA, PharmD/MBA, DDS/MBA, MPH/MBA, Engineering/MBA, and Engineering/MBA with WVU Tech – which complement two existing joint programs – JD/MBA and Masters of Sports Management/MBA; currently discussing a Masters of Nursing Practice (MNP)/MBA. EXHIBIT 9: Joint Programs  Created new programs relevant to West Virginia and the business world: – Major in Hospitality and Tourism Management; – Area of Emphasis in Energy, part of Master of Science in Finance; – Area of Emphasis in Supply Chain Management; – Minor in Entrepreneurship for both B&E and non-B&E students. EXHIBIT 10: New Programs  Launched the B&E Distinguished Speaker Series with successful leaders from academia, business and government sharing their life stories, career insights and leadership lessons; more than 3,500 students have attended these events in 2013-2014. EXHIBIT 11: Role Models  Received a $3 million donation to name the Center for Innovation and Entrepreneurship BrickStreet; donation has allowed for the expansion of the West Virginia Collegiate Business Plan Competition (235 entries this year versus 141 in 2013) and for the launch of the West Virginia High School Business Plan Competition, JOSE V. “ZITO” SARTARELLI, Ph.D. Curriculum Vitae 5 in partnership with the WV Department of Education (36 high schools participating out of 157 within the state, 104 entries); the collegiate program has given out more than $200,000 in awards and more than 30 small businesses have started up here since its inception; the collegiate program will also include community and technical colleges in 2014-2015. EXHIBIT 12: Entrepreneurship  Opened three new centers and seeking approval for a fourth: – Business Learning Resource Center (BLRC) to support transition from high school to four-year college; – Robbins Center for Global Business and Strategy 20/21 to expand College’s global footprint ($2.0 million donation); partnerships with top universities around the world are being formed; – Center for Free Enterprise to advocate and expand research and teaching on the role that institutions and principles of a free society play in the wealth of nations ($5.0 million donation); – Confucius Institute, partnership with Tianjin University of Finance and Economics to strengthen cultural, educational and research ties between the U.S. and China (contract negotiation).  Advanced research by: – Launching Ph.D. in Business Administration to complement our existing Ph.D. in Economics; – Hiring research-focused faculty; – Leading the adoption by faculty of list of recommended journals for publication; – Establishing financial support and recognition for outstanding research; – Including the college in 2 of 5 of the “Mountains of Excellence” university-wide interdisciplinary research initiatives, “Health Disparities” and “Shale Gas Utilization.” Results are starting to show: in 2009, A+ and A publications totaled 15; in 2013, the number rose to 25.  Refocused the Center for Career Development to attract more employers to campus and to better prepare students for the job market; undergraduate internships have increased by 63%. More than 200 companies regularly recruiting on campus including 60 Fortune 500, from 22 three years ago.  Significantly engaged the business community, government and general public by: – Establishing advisory boards to help with issues of interest to the College; EXHIBIT 13: Advisory Boards – Running Economic Outlook Conferences throughout the state – Charleston, Morgantown, Wheeling, Martinsburg, Berkeley Springs and Beckley – to better inform decision making of government and business leaders; EXHIBIT 14: Economic Outlook Conferences – Presenting the Economic Outlook for the state to a joint session of the House of Delegates and Senate every January; EXHIBIT 14: Economic Outlook Conferences – Participating in the Annual Business Summit, run by the Chamber of Commerce. EXHIBIT 15: Business Summit – Launching the Mountain State Business Index (MSBI), an index of seven leading indicators published at the end of every month by the State Journal. JOSE V. “ZITO” SARTARELLI, Ph.D. Curriculum Vitae 6 – Speaking as invited guest at events throughout the state on higher education, entrepreneurship and the economy.  Engaged the population at large on subjects of mutual interest through the use of print, TV, radio, digital media, bi-annual “B&E Magazine” (reach of 26,000 alumni, students, other colleges, etc.) and monthly B&E E-News (reach of 12,000 to 15,000 per month). EXHIBIT 16: Media  Achieved all-time fundraising record of $34 million: – $34.0 million campaign-to-date amounted to 2.5 times the amount raised in the last campaign, $30 million of which fundraised since 2010; – $8.3 million fundraised in 2013-2014 school year, on top of the all-time yearly record of $10.3 million raised in 2012-2013; – More than ten, $1.0 million-plus gifts since 2010; – More than $8.5 million fundraised for scholarships, fellowships and assistantships to attract great students; – More than $6.5 million fundraised for professorships and chairs to attract great faculty; – More than $9.0 million fundraised to fuel great programs. EXHIBIT 17: Fundraising  Hosting of and being hosted by alumni and friends of the College nation-wide have provided the venues for sharing the vision for the College and getting Mountaineers to help bring it to fruition. EXHIBIT 18: Hostings  Strengthened the West Virginia Hall of Fame program, which recognizes men and women in industry, government and academia who have impacted West Virginia, the nation and the world. EXHIBIT 19: Hall of Fame  Created the College’s Roll of Distinguished Alumni to recognize and honor achievement by alumni. EXHIBIT 20: Roll of Distinguished Alumni  Increased service revenues thanks to new initiatives by the Center for Executive Education, the BrickStreet Center for Innovation and Entrepreneurship and the Bureau of Business and Economic Research. The three centers are the key means of strengthening the ties between B&E, business, government and other institutions in the community.  Significantly improved financials of the College—record revenues, well-managed expenses and record net assets—thanks to increased enrollment, expanded service revenues, successful fundraising and judicious management of resources. EXHIBIT 21: Financial Update  Started architectural planning for a second building for the College driven by the growth in enrollment and by the need to offer students 21st century facilities for a great education. EXHIBIT 22: Second Building  B&E has seen significant improvement in its rankings, both at the undergraduate and graduate levels, thanks to the higher quality of students, faculty and programs. EXHIBIT 23: Rankings JOSE V. “ZITO” SARTARELLI, Ph.D. Curriculum Vitae 7 UNIVERSITY-WIDE ENGAGEMENT:  Member, Enrollment Committee, 2013-present  Member, Senior Academic Administrator Personnel (SAAP) Committee, 2013-present The committee is led by the Provost and sets directions for the academic affairs portion of the general university.  Member, Health Disparities Task Force, 2012-present Development of the framework with which to address this “Mountain of Excellence” research area including the identification and hiring of personnel in various colleges.  Member, Shale Gas Utilization Taskforce, 2012-present Development of the framework with which to address this “Mountain of Excellence” research area including the identification and hiring of personnel in various colleges.  Leader, Global Engagement Round Table (GERT), 2010-present GERT was tasked to address Goal 4 (Global Engagement) of the 2020 Strategic Plan; the effort culminated with the formation of “One Global WVU” organization to expand the university’s global footprint; on July 1, 2013, I was invited to lead it.  Member, The Economic Well-Being and Engagement Round Table, 2010-present Tasked with the responsibility to address Goal 5 (Outreach) of the Strategic Plan.  Member, Strategic Planning Council, 2010-present Together with 40-plus individuals from across the University, prepared the 2020 WVU Strategic Plan and updates covering five strategic goals: (1) Education, (2) Research, (3) Diversity, (4) Global Engagement and (5) Outreach.  Member, Research, Innovation and Commercialization Task Force, 2010-present Together with other deans and the vice president of research for the university, created a new process of commercialization of innovation including the establishment of a Launch Lab (incubator) to support start-ups.  Member, Search Committees for Deans and Vice Presidents and Five-Year Review Committee for Deans, 2010-present  Member, Council of Deans, 2010-present STATE, NATIONAL AND GLOBAL ENGAGEMENT:  Board and Finance Committee Member, West Virginia United Health System, 2014-present The West Virginia United Health System is the largest health system in West Virginia, second largest employer (11,640) with multiple hospital facilities in North Central WV, treating more than 3,600 patients per day.  Member, West Virginia Chamber of Commerce Education Task Force, 2012-present JOSE V. “ZITO” SARTARELLI, Ph.D. Curriculum Vitae 8 2001–2010  Board and Executive Committee Member, Blanchette Rockefeller Neurosciences Institute, WVU, 2012-present The institute is an independent non-profit institution dedicated to the study of memory and finding solutions to memory disorders.  Board Member, Bio West Virginia, 2011-present  Member, AACSB – Association to Advance Collegiate Schools of Business – Attended every annual Dean’s Conference (domestic and international) since 2010; – Served on Examining Team for the re-accreditation of Utah State University, Fall 2012.  Extensive travels through Europe, Asia-Pacific, South Asia and Latin America to: – Establish new university partnerships and strengthen existing ones; – Recruit students and open alumni chapters; – Develop research partnerships. JOHNSON & JOHNSON, New Brunswick, NJ Company Group Chairman, Pharmaceutical Group, Asia-Pacific, Japan, Latin America  Responsible for more than $3 billion of revenues per year of prescription and consumer pharmaceutical products; businesses in more than 50 countries, developed (Japan, Australia, Korea) and emerging (China, Brazil, Mexico, India); 9,000 employees; 6 plants; more than $170 million in R&D.  Globalized company’s research efforts in the geography with particular emphasis on building R&D infrastructure in Japan, China and India. Japan – more than 300 scientists, more than $170 million per year R&D spend, more than 10 molecules in development (pre-clinical to phase IV).  Drove double-digit revenues and profit growth; achieved top 4 rank in China (prescription and consumer); accelerated growth in Japan.  Established life-improving and life-saving medicines such as Risperdal (antipsychotic), Topamax (anti-epileptic) and Velcade (anti-cancer) leaders in their product categories.  Acquired partner’s share (Kiowa-Hakko) in joint venture in Japan to create Janssen Pharmaceutical K.K. Japan; increased equity in Xian-Janssen Pharmaceutical, China.  Licensed in multiple products (immuno-suppressants, antibiotics, anti-depressants) accounting for more than 10% of total revenues.  Led the anti-retroviral Market Access Initiative in mid-income and least developed markets (sub-Saharan Africa, Haiti, South and Southeast Asia, Latin America) ensuring access to anti-retrovirals to thousands suffering from AIDS.  Worked to attract, develop and retain diverse, global talent strengthening succession planning throughout. JOSE V. “ZITO” SARTARELLI, Ph.D. Curriculum Vitae 9 2000–2001 1998–2000  Promoted diversity initiatives in all operations and engaged in internal diversity initiatives at worldwide headquarters by serving as an advisor to the affinity group Community of Asian Associates at J&J (CAAJJ).  Led initiatives to shape the external environment through PhRMA (Pharmaceutical Research and Manufacturers of America) advocating for intellectual property rights, transparent regulations, access and health care reform in Brazil, Mexico, Colombia, China, Japan, Thailand and many other countries.  Worked tirelessly to get all J&J associates in Asia-Pacific, Japan and Latin America to embrace and live its Credo – J&J’s responsibilities to its patients, employees, communities and shareholders. BRISTOL-MYERS SQUIBB COMPANY, Princeton, NJ President, Latin America, Puerto Rico, Canada, Worldwide Medicines Group  Responsible for more than $1.0 billion of revenues per year of prescription and consumer medicines in Canada, Puerto Rico and Latin America; more than 2,000 employees.  Delivered double digit growth in Canada, Caribbean, Venezuela and Ecuador driven by new product launches, life cycle management and marketing/sales effectiveness initiatives.  Established life-extending and life-saving medicines such as Pravachol (cholesterallowering) and Taxol (anti-cancer) leaders in their product categories.  Re-staged businesses in Brazil, Mexico and Canada for growth in the face of new market realities.  Re-structured Andean and Central American operations on the basis of “marketing centers of excellence” improving the quality of programs, accelerating people development and ensuring cost savings.  Led efforts to shape intellectual property right legislation, greater regulatory transparency and market access. BRISTOL-MYERS SQUIBB COMPANY, Princeton, NJ President, Asia-Pacific, Middle East, Africa, Worldwide Medicines Group  Responsible for more than $1 billion in revenues of prescription and consumer medicines for Asia-Pacific (including Japan), the Middle East (including Turkey) and Africa.  Double-digit growth through selected investments in key countries/regions (Japan, Australia and Southeast Asia), people development and brand optimization (antiinfectives, oncology and cardiovasculars).  Re-structured businesses and preserved jobs in response to the economic impact of the 1997 Asian financial crisis. JOSE V. “ZITO” SARTARELLI, Ph.D. Curriculum Vitae 10 1997–1998  Overhauled Turkish operations including the restoration of proper internal controls and compliance, and improved profitability and cash flow.  Acquired partner’s (Dong A) share in Korean joint venture allowing the company to reestablish itself in one of the world’s top markets.  Repositioned the Japanese business through strong support for new life-saving medicines like Taxol (anti-cancer) and sales force automation.  Defended intellectual property rights, market access and transparent regulations (Korea, China and the Philippines) through leadership position in PhRMA and industry. BRISTOL-MYERS SQUIBB COMPANY, Princeton, NJ Senior Vice-President, Franchise Management, Business Analysis and Planning, Intercontinental Region, Worldwide Medicines Group  1993–1997 1991–1993 Provided strategic direction to marketing, global branding, product commercialization, market analysis and portfolio development and life cycle management to Intercontinental region (Canada, Latin America, Africa, Middle East and Asia-Pacific, Japan included). ELI LILLY AND COMPANY, Singapore Area Director, Asia-Pacific Operations, Eli Lilly Asia-Pacific Pte. Ltd.,  Responsible for South Korea, China, Taiwan, Hong Kong, Thailand, Vietnam, Philippines, India, Malaysia, Singapore, Indonesia, Australia and New Zealand plus Sri Lanka, Nepal, Myanmar, Laos, Cambodia, Bangladesh and the Pacific Islands.  Double digit compound annual revenue growth; improved market shares.  Established Ceclor (anti-bacterial), Prozac (anti-depressant) and other life-improving products leaders in their categories.  Established Lilly-Suzhou joint venture in China and operationalized the Lilly-Ranbaxy joint venture in India.  Opened operations in Vietnam and Indonesia.  Acquired partner’s share (Dae Woong) in joint venture in Korea.  Drove growth through strategic investments in people, products and processes. ELI LILLY AND COMPANY, Indianapolis, IN Director, International Marketing Planning, Eli Lilly International Corp  Provided marketing planning support for all pharmaceutical products, except insulins, to operations in Europe, Middle East, Africa, Asia-Pacific and Latin America. JOSE V. “ZITO” SARTARELLI, Ph.D. Curriculum Vitae 11 1988–1991  Actively participated in key task forces aiming to optimize existing portfolio – products included Prozac (anti-depressant), Humatrope (human growth hormone), and Axid (anti-ulcer).  Led the team that introduced the process of product lifecycle planning to the company. ELI LILLY AND COMPANY, São Paulo, Brazil President, Eli Lilly do Brasil, Ltda./Elanco Quimica Ltda.  Responsible for pharmaceutical, animal health and agricultural chemical businesses with oversight of R&D, manufacturing and commercialization.  Operationalized the incorporation of agricultural chemicals into a new joint venture, Dow Elanco, in 1989.  Delivered double digit compound annual revenue growth for pharmaceuticals in the midst of hyperinflation/devaluation and several economic stabilization programs.  Made Keflex (anti-bacterial) the number one product in the pharmaceutical market in Brazil, supported by solid medical evidence.  Achieved growth through focus on strategic investments in people, manufacturing, marketing and sales.  Repositioned animal health business towards growth and profitability.  Led early industry efforts (PhRMA, American Chamber), which culminated with price freedom in 1994 and the passage of patent legislation in Brazil in 1996. 1986-1988 Director of Pharmaceutical Operations Eli Lilly do Brasil Ltda, São Paulo, Brazil 1984-1986 Director of Pharmaceutical Marketing Planning and Research Eli Lilly do Brasil Ltda., São Paulo, Brazil 1982-1984 General Manager Eli Lilly de Chile Ltda., Santiago, Chile 1980-1981 Marketing Development Manager Eli Lilly y Cia de Venezuela S.A., Caracas, Venezuela 1980-1981 Marketing/Sales Associate Eli Lilly International Corp., Indianapolis, IN TEACHING, RESEARCH & EARLY WORK EXPERIENCE JOSE V. “ZITO” SARTARELLI, Ph.D. Curriculum Vitae 12  Michigan State University Graduate School of Business Administration, East Lansing, MI Teaching Assistant, Introductory Marketing/Sales Management Research Assistant, “Simulated Product Sales Forecasting” project  Supermercados Pão de Açucar S.A., Trainee/Assistant to Comptroller (part-time), São Paulo, Brazil  Laboratorio de Idiomas Cyll, English instructor/program director (part-time), São Paulo, Brazil EDUCATION  Doctor of Philosophy (PhD), Business Administration, Michigan State University, East Lansing, MI  Master of Business Administration (MBA), Michigan State University, East Lansing, MI  Bachelor of Business Administration (BBA), School of Business Administration of São Paulo, Fundação Getulio Vargas, São Paulo, Brazil SCHOLARSHIPS, ASSISTANTSHIPS & AWARDS  Capes Scholarship, Brazilian Government Research / Teaching Assistantship, Michigan State University PhD Program, Michigan State University, MI  Fulbright Scholarship, GE Foundation MBA Program, Michigan State University, MI  Gastão Vidigal Award, Fundação Gastão Vidigal, São Paulo, Brazil Top student in Political Economy, State of São Paulo, Brazil  American Field Service Scholarship Exchange Student, Dimmitt High School, Dimmitt, Texas ARTICLES & PROCEEDINGS Pharma Futures 3: Emerging Opportunities”, Work Group Participant, Sustainability Ltd., January 2009 “Bullish on Asia-Company Viewpoints Follow-up”, Robin Mandell (Interview), Pharmaceutical Executive, February 1998 Donald J. Bowersox, David J. Closs, John T. Mentzer, Jr., Jose V. Sartarelli, Jeffrey R. Sims, “Simulated Product Sales Forecasting”, Interfaces: Logistics, Marketing, and Production, Robert G. House and James F. Robertson (editors), The Ohio State University, Columbus, Ohio, 1979 Donald J. Bowersox, David J. Closs, John T. Mentzer, Jr., Jose V. Sartarelli, Jeffrey R. Sims, “Short Range Product Sales Forecasting”, Proceedings of the 14th Annual Conference of the “National Council of Physical Distribution Management”, St. Louis, MO, 1976 JOSE V. “ZITO” SARTARELLI, Ph.D. Curriculum Vitae 13 PRESENTER, MODERATOR & PANELIST “How to Ensure that West Virginia Students are Career and College Ready in the 21 st Century”, Moderator, 78th Annual Meeting and Business Summit, West Virginia Chamber, Greenbrier, WV, Aug 27-29, 2014 “Manufacturing, Innovation and Entrepreneurship and Economic Development”, West Virginia Manufacturing Association Annual Meeting, Glade Springs, WV, June 9, 2014 “Technology’s Role in Education, Economic Development and Job Creation”, Panelist, 77 th Annual Meeting and Business Summit, West Virginia Chamber, Greenbrier, WV, Aug 28-30, 2013 “West Virginia Economic Outlook 2013”, Co-Presenter, 2013 West Virginia Legislative Session, Charleston, WV, Feb 13, 2013 “Technology Challenges and Opportunities in Economic Growth and Education in West Virginia”, Moderator, 76th Annual Meeting and Business Summit, West Virginia Chamber, Greenbrier, WV, Aug 29-30, 2012 “Forensic Accounting and Fraud Investigation,” 19th World Meeting of the International Association of Forensic Sciences, Madeira Island, Portugal, Sept 12, 2011 “Worldview 2010: Scientific American Regional Bio-Innovation Scorecard”, Panelist, Bio International Conference, Host Fareed Zakarias, CNN, Chicago, IL, May 5, 2010 “Perspectives on Pharma in Emerging Markets: Issues, Challenges and Approaches”, 9 th Annual China Life Science and Health Care Summit, CPHIS, Shanghai, China, April 15-16, 2010 “Winning in China”, 2010 Wharton China Business Forum, University of Pennsylvania, Philadelphia, PA, February 6, 2010 “The Global Economy and Brazil Post-Crisis”, Trevisan Business School, Ribeirao Bonito, S.P., Brazil, December 19, 2009. “New Order of Global Pharmaceutical Industry”, Sino-American Pharmaceutical Professionals Association, 17th Annual Conference, New Brunswick, New Jersey, August 8, 2009 “Executive Presence: Creating an Image for Success”, Association of Latino Professionals in Finance and Accounting, West Orange, New Jersey, May 14, 2009 “Emerging Markets in a World of Innovation and Globalization”, Sino-American Pharmaceutical Professionals Association, 15th Annual Conference, Piscataway, New Jersey, August 12, 2007 “The Modern Silk Road: Strategies for Sustainability”, Greater China Business Conference, Kellogg School of Management, Northwestern University, Evanston, Illinois, May 19, 2007 “The Prospects for Asia-Pacific and China: A World of Possibilities”, Sino-American Pharmaceutical Professionals Association, Greater Philadelphia Chapter (SAPA-GP), 3rd Annual Conference, Blue Bell, Pennsylvania, June 18, 2005 “The Prospects for Asia-Pacific and China: A World of Possibilities”, MBA Classes, Broad Graduate School of Management, Michigan State University, April 18, 2005 “Prospects for Asia-Pacific and China: A World of Possibilities”, International Federation of Pharmaceutical Wholesalers Conference, Shanghai, China, Sept. 22, 2004 “Prospects for China and Asia-Pacific: the Customer’s Perspective”, Analytical & Life Science Systems Association, Laguna Niguel, California, October 2003 JOSE V. “ZITO” SARTARELLI, Ph.D. Curriculum Vitae 14 “Opportunities in times of changes: Turning Uncertainty into Success”, 12th Wharton Latin American Conference, Philadelphia, Nov. 15, 2002 “Investing in Brazil: Pharmaceutical Company Vision”, Presentation to the Minister of Finance of Brazil, Pedro Malan, Brazil – U.S. Business Council, Westchester, New York, April 19, 2000 “Ensuring optimum management and staff to succeed in changing markets in Asia”, Pan-Asian Pharmaceuticals ’96, Institute of International Research, Singapore, Sept. 17-18,1996 “Towards and beyond 2000 -- Developing strategies for profitable business growth and regional expansion in AsiaPacific”, 10th Singapore Pharmacy Congress, Singapore, September 15, 1996 “Health care in the year 2020: Asia-Pacific”, PBIRG --Pharmaceutical Intelligence and Research Group, 35th Annual General Meeting, San Diego, CA, May 18-22,1996 “The pharmaceutical industry in the 1990’s and beyond: Perspective from Eli Lilly”, Pharma Asia ’96, IBC Conferences, Kuala Lumpur, Malaysia, April 8-10, 1996 “Intellectual property rights: Hitting the moving target”, The 1st Asia-Pacific Pharmaceutical Roundtable, The Economist Conferences, Hong Kong, October 30-31, 1995 “The developing pharmaceutical market within China: Issues and challenges -- A Dialogue”, 8th PhRMA Asia Managers Conference and Seminar, Beijing, China, October 22-23, 1995 “IPR in Asia: A Roundtable Dialogue”, The Economist Conferences, Singapore, June 7-8, 1995 “Patents: The lifeblood of pharmaceutical and chemical companies”, American Chamber of Commerce, Singapore, March 26, 1995 “Asia as the growth center of the world and global strategies of business”, Symposium on the World Economy, Global Business Opportunities Convention (G-BOC ’94), Osaka, Japan, October 1994 “China -- Realizing the Future”, 7th Annual Pharma Asia Pacific Managers’ Conference and Seminar, Jakarta, Indonesia, October 1994 “Pharmaceutical patents: Facts and pseudo-facts”, American Chamber of Commerce for Brazil, São Paulo/Federaçao da Industria do Estado de São Paulo –FIESP, São Paulo, 1990 – 1991. Patents for pharmaceutical products in Brazil: Challenges and opportunities”, Licensing Executive Society (LES) International Conference, Rio de Janeiro, Brazil, June 1990 “In pursuit of intellectual property protection for pharmaceuticals” , Brazil Report, 1990, PMA International Section Annual Meeting/LARC/LAWG Workshop, Boca Raton, FL, March 1990 “Market research --Theory and practice”, Facultad de Ciencias Economicas y Administrativas, Escuela de Economia y Administracion, Universidad de Chile, Chile, April 1983 “Short and intermediate operation forecasting”, 14th Annual Conference of the “National Council of Physical Distribution Management”, St. Louis, MO, October 1976 “Shopping Centers”, Universidade Federal do Rio de Janeiro, RJ, Brazil, May 1974 “U.S. vs Brazil: Cross-cultural analysis”, “U.S. vs Brazil: Life, Society and Economy”, Presentations made at civic clubs (Lions, Jaycees, Rotary), Dimmitt, Texas, 1968, 1971, 1974, 1975 JOSE V. “ZITO” SARTARELLI, Ph.D. Curriculum Vitae 15 BOARDS: Chairmanships, Presidencies, Memberships Board and Finance Committee Member, West Virginia United Health System, 2014-Present Member, WV Chamber of Commerce Education Task Force, WV, 2012-Present Board and Executive Committee Member, Blanchette Rockefeller Neurosciences Institute, West Virginia University, 2012-Present Board Member, Bio-West Virginia, 2011-Present Board Member, Emcure Pharmaceuticals, Ltd., India, 2011-2012 Board Member, Council of the Americas, 2008-2010 Member, International Section Steering Committee, PhRMA, 2009-2010 Chairman, International Section Steering Committee, PhRMA, 2006-2009 Board Member, American Foundation for Pharmaceutical Education (AFPE), 2006-2008 Chairman, Japan Steering Committee, PhRMA, 2003-2005 Chairman, Latin American Steering Committee, PhRMA, 2001-2003 Chairman, Canada Steering Committee, PhRMA, 2000-2001 Chairman, Asia-Pacific Steering Committee, PhRMA, 1998-2000 Member, Singapore American Chamber of Commerce, Singapore , 1994-1997 President, Association of Multinational Pharmaceutical Laboratories of Brazil (INTERFARMA), 1991 President, Anglo-American Pharmaceutical Industry Association of Brazil (CIFAB), São Paulo, 1990-1991 Vice-President, Association of Multinational Pharmaceutical Laboratories of Brazil (INTERFARMA), São Paulo, 1990-1991 Director, Brazilian Association of the Pharmaceutical Industry (ABIFARMA), São Paulo, 1990-1991 Honorary Life Member, American Chamber of Commerce for Brazil, São Paulo, 1991 Member, Committee of Foreign Investors to Brazil, Multi-chamber committee, São Paulo, 1991 Director, American Chamber of Commerce for Brazil, São Paulo, 1989-1990, 1990-1991 Vice-President, Anglo-American Pharmaceutical Industry Association of Brazil (CIFAB), São Paulo, 1989 JOSE V. “ZITO” SARTARELLI, Ph.D. Curriculum Vitae 16 EXHIBIT 1: One Global WVU Vision VISION One Global WVU will support the University to expand its global footprint and deepen its global engagement by enabling those who aspire to come to America to advance their studies and careers to do so, as well as those who dream of adding an international experience to their education. MISSION One Global WVU builds pathways for the exchange of knowledge and the sharing of opportunities between West Virginia, the nation and the world. STRATEGIC PRIORITIES & KEY GOALS ATTRACT & RETAIN Increase the number of international students to 3,000 and the number of study abroad participants to 1,500 by 2020 EDUCATE & CONNECT Ensure curriculum reflects global context, course by course, college by college CONNECT & PLACE Invest in career development capabilities to support international students ORGANIZE & ENGAGE Centralize common functions, devolve college-relevant functions to colleges, ensure “one-stop shop” capability. FUND & SUPPORT Refocus on funding to drive expansion JOSE V. “ZITO” SARTARELLI, Ph.D. EXHIBIT 1: One Global WVU Vision 17 EXHIBIT 2: B&E Vision VISION BETTER BIGGER RANKED MISSION The College of Business and Economics provides its students with knowledge and differentiated and critical skills, tools and values required to succeed in the global workplace through teaching, research and service. VALUES DIVERSITY ETHICS EXCELLENCE STRATEGIC PRIORITIES ATTRACT & RETAIN JOSE V. “ZITO” SARTARELLI, Ph.D. EDUCATE & ADVANCE RESEARCH PLACE & CONNECT ORGANIZE & ENGAGE FUND & BUILD EXHIBIT 4: Business Learning Research Center 18 EXHIBIT 3: Enrollment Fall 2010 Fall 2011 Fall 2012 Fall 2013 Fall 2014 1132 1559 1890 2201 2272 Freshmen (FTF and FTT) 60 435 450 501 441 International 72 105 150 198 233 MBAs (full-time) 56 39 33 36 41 Executive MBAs 109 134 168 181 210 Master of Science in Industrial Relations (MSIR) 41 36 31 62 78 Master of Professional Accountancy (MPA) 44 32 39 40 40 Master of Science in Finance 20 22 17 18 26 PhD Business Administration 0 2 10 17 27 PhD Economics 56 53 44 39 35 1,452 1,887 2,214 2,597 2,709 Undergraduates Total Enrollment JOSE V. “ZITO” SARTARELLI, Ph.D. EXHIBIT 4: Business Learning Research Center 19 EXHIBIT 4: Globalization in Action A group from Shanghai Normal University Tianhua College, headed by president Dr. Weiping Shi, visited the WVU College of Business and Economics to explore the possible cooperation with WVU on undergraduate education. January 16, 2014. Dr. Wanjun Jiang, professor in Finance and Dean of Xi’an Campus of Guanghua School of Management, Peking University in Beijing in China visits with Dr. Jose V. Sartarelli , and Nancy Mcintyre to exchange ideas about the cooperation between the two institutions. January 14, 2014 Liming Tang, deputy president of Shanghai No. 1 People’s Court, 2003 B&E alumna, and Dean Sartarell hold official chapter banner. November 10, 2013 Shanghai Educational Expo Recruiting Trip November 2013 Shanghai Educational Expo Recruiting Trip November 2013 Shanghai Educational Expo Recruiting Trip November 2013 JOSE V. “ZITO” SARTARELLI, Ph.D. EXHIBIT 4: Business Learning Research Center 20 EXHIBIT 4: Globalization in Action (continued) Shanghai Educational Expo Recruiting Trip November 2013 German students with Dean Sartarelli at the WVU College of Business & Economics. July 19, 2013. WVU Chief Global Officer and Dean of the College of Business & Economics Zito Sartarelli visits with a Russian Delegation in the B&E building on WVU's downtown Morgantown campus. November 5, 2013. WVU College of Business & Economics Dean Dr. Jose V. Sartarelli with a delegation from the Central Asian country of Turkmenistan. July 18, 2013. Accounting professor Scott Fleming with Professor Mazin M.A. Jumah, president of the Royal University for Women, and students in the workshop. June 2012 JOSE V. “ZITO” SARTARELLI, Ph.D. EXHIBIT 4: Business Learning Research Center 21 EXHIBIT 5: Professors from Top Schools Pedro Bento, PhD University of Toronto Ed Bernardes, PhD University of Minnesota Noel Brock, JD Georgetown Mark Gavin, PhD Purdue Jodi Goodman, PhD Georgia Tech Usha Hailey, PhD New York University Brad Humphreys, PhD Johns Hopkins Rick McFarland, PhD Georgia Tech Salman Nazir, PhD McGill University Adam Nowak, PhD Arizona State Jane Ruseski, PhD Johns Hopkins Dongwoo Yoo, PhD Ohio State JOSE V. “ZITO” SARTARELLI, Ph.D. EXHIBIT 4: Business Learning Research Center 22 EXHIBIT 6: Business Learning Resource Center (BLRC) High school to college transitioning, improved retention JOSE V. “ZITO” SARTARELLI, Ph.D. EXHIBIT 4: Business Learning Research Center 23 EXHIBIT 7: Ph.D. in Business Administration SUNDAY, Mar 20, 2011 WVU Post pg. 6-D JOSE V. “ZITO” SARTARELLI, Ph.D. EXHIBIT 8: Joint Programs 24 EXHIBIT 8: Ethics Top Undergraduate Business Schools for Ethics WW OEliosbt-vituossd mm?m ammun- coinede Wm mam-um WW cent-assume was pleased to see that Bloomberg Busmessweek rated us #5 in ethics for schools of business. I ?nd the students here are highly receptive to ideas on how to integrate values into their professional and managerial worldviews. Top-down leadership and a strong faculty commitment to business ethics have played important roles in this ranking." 0? DAVID CALI Lt. imam than mm IN JOSE V. SARTARELLI, EXHIBIT 8: Joint Programs 25 EXHIBIT 9: Joint Programs SUNDAY, Sept 22, 2013 Campus Life pg. 8-G FRIDAY, Aug 24, 2012 Front Page JOSE V. “ZITO” SARTARELLI, Ph.D. EXHIBIT 8: Joint Programs 26 EXHIBIT 9: Joint Programs (continued) FRIDAY, Oct 5, 2012 SUNDAY, Apr 29, 2012 Progress pg. 22-J JOSE V. “ZITO” SARTARELLI, Ph.D. SUNDAY, Apr 6, 2014 Campus Life EXHIBIT 8: Joint Programs 27 EXHIBIT 10: New Programs NEW MAJOR: Hospitality and Tourism Management Students gain real-world experience in restaurant and hotel learning labs. NEW AREA OF EMPHASIS: Energy Finance Energy finance: an area of importance in West Virginia NEW AREA OF EMPHASIS: Supply Chain Management MONDAY, May 13, 2013 Local pg. 7-A Supply Chain Management program made possible by a gift from the Wehrle family. NEW MINOR: Entrepreneurship A minor perfect for students like Anthony Zabiegalski (right) and his business partners who founded Step-One Consulting, with the help of Steven Cutright, Director of the B&E BrickStreet Center for Innovation and Entrepreneurship. JOSE V. “ZITO” SARTARELLI, Ph.D. EXHIBIT 9: New Programs 28 EXHIBIT 11: Role Models B&E Distinguished Speaker Series ROBERT MCMILLAN President, Jefferson Distributing Company October 7, 2014 WILLIAM FOOTE Retired Chairman and CEO, USG Corporation September 23, 2014 NATHAN SAVAGE Senior Vice President-Group Leader, Oil & Gas Midstream Solutions Group, Savage Companies September 18, 2014 JOÃO VALE DE ALMEIDA Ambassador of the European Union to the United States April 22, 2014 GERALD MACCLEARY President, Bayer MaterialScience LLC April 8, 2014 DON PANOZ Entrepreneur and Co-Founder of Milan Pharmaceuticals February 25, 2014 CHARLES HAGEBOECK President and CEO, City National Company January 28, 2014 RALPH BAXTER Chairman and CEO, Orrick, Herrington & Sutliff LLC December 3, 2013 BRETT HARVEY Chairman and CEO, CONSOL Energy Inc. November 6, 2013 JOHN MORK President and CEO, Energy Corp. of America September 27, 2013 LARRY MAZZA President and CEO, MVB Bank September 11, 2013 MARTY BECKER President and CEO, Alterra Capital Holdings, Ltd; Chairman, WV Media Holdings April 25, 2013 JOHN ALLISON President and CEO, Cato Institute February 28, 2013 LYNNE FRUTH President and Chairman of the Board, Fruth Pharmacy January 31, 2013 JOSEPH HARDY Founder of 84 Lumber Co. and Nemacolin Woodlands Resort December 4, 2012 VERL PURDY Entrepreneur and Philanthropist November 8, 2012 HENRY HARMON President and CEO, Triana Energy October 23, 2012 JOHN CHAMBERS Chairman and CEO, Cisco September 28, 2012 JOSE V. “ZITO” SARTARELLI, Ph.D. EXHIBIT 13: Advisory Boards 29 EXHIBIT 11: Role Models (continued) ROBERT MCNABB Executive Vice President, Korn/Ferry Intl. April 12, 2012 LARA HERNANDEZ VP of Distribution and Relationship Marketing, Americas, IHG March 21, 2012 JOSE V. “ZITO” SARTARELLI, Ph.D. JURACY PARENTE Associate Professor, São Paulo School of Business Admin. March 1, 2012 KELLY KING Chairman and CEO, BB&T Corp. November 7, 2011 BENJAMIN STATLER Entrepreneur October 10, 2011 STEVEN LEER Chairman and CEO, Arch Coal, Inc. September 20, 2011 WILLIAM SHEEDY Group President, Americas, VISA November 3, 2011 CHRISTINE POON Dean, Fisher College of Business, Ohio State U. October 17, 2011 EXHIBIT 13: Advisory Boards 30 EXHIBIT 12: Entrepreneurship West Virginia High School Business Plan Competition 2013-14 Winner Sierra Cook, Marshall Mushrooms JOSE V. “ZITO” SARTARELLI, Ph.D. EXHIBIT 13: Advisory Boards 31 EXHIBIT 12: Entrepreneurship (continued) West Virginia Collegiate Business Plan Competition JOSE V. “ZITO” SARTARELLI, Ph.D. EXHIBIT 13: Advisory Boards 32 EXHIBIT 13: Advisory Boards WVU College of Business and Economics Visiting Committee Chairman: Stu Robbins + 31 Members WVU College of Business and Economics Capital Campaign Committee Honorary Chairman: Gaston Caperton Chairman: Doug Van Scoy + 68 Members MBA Advisory Board MS in Industrial Relations (MSIR) Advisory Board Hospitality and Tourism Advisory Board Chairman: Frank Vitale + 14 Members Chairman: Marc Chini + 17 Members Chairman: Lara Hernandez + 29 Members Supply Chain Advisory Board Energy Finance Advisory Board Professional Sales Advisory Board Chairman: Billy McCartney + 6 Members Chairman: Stephen Walker +6 Members Chairman: James Lynch + 8 Members JOSE V. “ZITO” SARTARELLI, Ph.D. EXHIBIT 13: Advisory Boards 33 EXHIBIT 14: Economic Outlook Conferences John Deskins, PhD, Director of the Bureau for Business and Economic Research (BBER), presents at the Morgantown Economic Outlook Conference. Wheeling EOC Presenter Guhan Venkatu Vice President and Senior Regional Officer, Pittsburgh Branch of the Federal Reserve Bank of Cleveland JOSE V. “ZITO” SARTARELLI, Ph.D. Morgantown and WV EOC Presenter Andy Bauer Economist Federal Reserve Bank of Richmond, Baltimore Branch Eastern Panhandle EOC Presenter Thomas Parliament, Chairman & CEO, Parliment Consulting Services, Inc. EXHIBIT 14: Economic Outlook Conferences 34 EXHIBIT 14: Economic Outlook Conferences (continued) Dean Sartarelli and the BBER staff with Brent Boggs, Chairman of the Finance Committee, WV House of Delegates. The BBER presents the Economic Outlook for the state to a joint session of the House of Delegates and Senate every year. JOSE V. “ZITO” SARTARELLI, Ph.D. EXHIBIT 14: Economic Outlook Conferences 35 EXHIBIT 14: Economic Outlook Conferences (continued) JOSE V. “ZITO” SARTARELLI, Ph.D. EXHIBIT 14: Economic Outlook Conferences 36 EXHIBIT 15: Business Summit ENERGY EDUCATIO I KCTV ELVIUFI ?v . H. . PW 'wrn' ul?ilu JOSE V. SARTARELLI, EXHIBIT 15: Business Summit 37 EXHIBIT 16: Media Monthly E-Newsletter: Sent to more than 15,000 alumni, students and friends each month. be.wvu.edu/enews DECISION MAKERS APPEARANCES BY DEAN SARTARELLI be.wvu.edu/media September 1, 2012 November 18, 2012 May 5, 2013 June 23, 2013 October 7, 2013 August 31, 2014 B&E Magazine: Sent to more than 25,000 alumni and friends twice a year. be.wvu.edu/bemag B&E Social Media: Ranked #61 Most Social Friendly MBA Schools by OnlineMBAPage.com. 1,237 Facebook Likes Search for wvucobe on social media! be.wvu.edu/enews twitter.com/wvucobe 2,410 Twitter Followers facebook.com/wvucobe be.wvu.edu/social youtube.com/WVUBandE instagram.com/wvucobe pinterest.com/wvucobe JOSE V. “ZITO” SARTARELLI, Ph.D. EXHIBIT 16: Media 38 EXHIBIT 17: Fundraising Largest Gifts: $5.0M Center for Free Enterprise (Professorships, Visiting Professors, PhD Fellowships) $3.0M Center of Innovation and Entrepreneurship $3.0M Endowed Chair in Finance $2.0M Center for Global Business and Strategy 20/21 $1.8M Endowed Chair, Economics $1.5M Hospitality, Entrepreneurship, Dean $1.0M Hospitality, Entrepreneurship $1.0M Scholarships, Assistantships $1.0M Scholarships $1.0M Scholarships $1.0M Scholarships $1.0M Scholarships $10.3M $1.0M Scholarships $12,000,000 $6.5M $8.3M $10,000,000 $8,000,000 $3.3M $4.5M $6,000,000 $0.6M $0.5M $4,000,000 2007-08 2008-09 $2,000,000 $0 2009-10 2010-11 2011-12 2012-13 2013-14 Production JOSE V. “ZITO” SARTARELLI, Ph.D. EXHIBIT 18: Hostings 39 EXHIBIT 18: Hostings Hosted by Verl Purdy, Greenbrier, West Virginia Hosted by Don Panoz, Atlanta, Georgia Dean Sartarelli’s Home, Morgantown, West Virginia Hosted by Gov. Gaston Caperton, Charleston, West Virginia Hosted by Karen Evans, Washington, DC Hosted by the Wehrle Family, Greenbrier, West Virginia Hosted by the Ross Family, Jupiter, Florida JOSE V. “ZITO” SARTARELLI, Ph.D. EXHIBIT 18: Hostings 40 EXHIBIT 19: WV Business Hall of Fame 2013 INDUCTEES: 2012 INDUCTEES: Wes Bush, Chairman CEO and President of global security leader Northrop Grumman Corporation J. Brett Harvey, Chairman and Chief Executive Officer, CONSOL Energy Inc. John Mork, President and CEO of Energy Corporation of America (ECA) J. Thomas Jones, President/CEO, West Virginia United Health System Mike Ross, energy company owner and former West Virginia legislator Julie M. Smith, Co-Founder The Continuous Learning Group, Inc. 2011 INDUCTEES: 2010 INDUCTEES: Kimberly Brown Knopf, Founder, President and CEO of Innovative Mattress Solutions Robert Reynolds, President and CEO of Putnam Investments Stuart Robbins, Former managing director of global equities at Donaldson, Lufkin and Jenrette Dr. Addison M. Fischer, Founder of VeriSign; Founder and Chairman of Fischer International Systems Corp. Fred Tattersall, Chairman of 1607 Capital Partners Thomas Dewitt, President and CEO of Swanson Industries Inc. Douglas Van Scoy, Deputy Director and Senior VP, Smith Barney; Restaurant Entrepreneur Don Hoylman, Owner/Operator of Donmar Enterprises Inc. Gregory S. Babe, President and CEO of Bayer Corp. and Bayer MaterialScience LLC JOSE V. “ZITO” SARTARELLI, Ph.D. EXHIBIT 20: Roll of Distinguished Alumni 41 EXHIBIT 20: Roll of Distinguished Alumni JOSE V. “ZITO” SARTARELLI, Ph.D. EXHIBIT 20: Roll of Distinguished Alumni 42 EXHIBIT 21: Financial Update 50 45.1 45 40 33.2 35 31.1 30.1 30 25.3 25 20 26.0 24.9 19.5 18.9 18.7 19.2 09-10 10-11 22.0 21.0 25.4 23.0 15 10 5 0 Revenues JOSE V. “ZITO” SARTARELLI, Ph.D. 11-12 Expenses 12-13 13-14 Net Assets EXHIBIT 20: Fundraising 43 EXHIBIT 22: Second Building JOSE V. “ZITO” SARTARELLI, Ph.D. EXHIBIT 25: Eli Lilly and Company 44 EXHIBIT 23: Rankings THURSDAY, Jan 9, 2014 Area News pg. 1-D Ranking Program Organization #5 Undergraduate Program for Ethics Bloomberg Businessweek #8 Best Online MBA Program for Vets U.S. News and World Report #9 Return on Investment (ROI) Bloomberg Businessweek #12 Best for Vets: Business Schools Military Times #15 Best Online MBA AffordableCollegesOnline.com #23 Online Executive MBA (from #29 to #23) U.S. News and World Report Top 38 Best MBA Program Masters Degree Online Top 43 Best Master’s in Finance Programs Masters Degree Online #49 Full-Time MBA (public) U.S. News & World Report * #61 Most Social Media Friendly MBA Schools OnlineMBAPage.com Top Universities for Professional Sales Ed. Sales Education Foundation Full-Time MBA (overall) U.S. News & World Report Top 68 #92 * Ranking obtained by excluding private institutions from overall ranking. JOSE V. “ZITO” SARTARELLI, Ph.D. EXHIBIT 25: Eli Lilly and Company 45