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Service to the Institution

Department Assignments

• 2020-2021: Finance Faculty Curriculum Committee
• 2014-2015 – 2016-2017: Common Questions Department Coordinator
• 2014-2015: Finance Faculty Search Committee
• 2012: Chair of Economics Search Committee

• 2007-2008: Academic Advising

• 2007-2008: Update of Economics and Finance Department's Course Descriptions

• 2015-2016: Departmental Promotion and Tenure Committee
• 2007-2008: Economics Faculty Search Committee

• 2009-2010 – 2011-2012: Student Recommendations
• 2007-2008: Recommendation Letter Writing

College Assignments

• 2020-2021: College of Business Strategic Planning (task force - Scholarly Activity) (Co-Chair)
• 2016-2017 – 2017-2018: Undergraduate Programs Committee (Co-Chair)
• 2014-2015: Commencement Sub-Committee to Liaison with the Keynote Speaker

• 2015-2016 – 2020-2021: Finance Association

• 2007-2008: Stock Market Club Advisor

• 2020-2021: College of Business Personnel Committee
• 2020-2021: Master of Science in Accounting Appeals Committee
• 2019-2020 – 2020-2021: Undergraduate Programs
• 2018-2019: University Professor/Merit Award Selection Committee
• 2017-2018: Retention Committee
• 2016-2017 – 2017-2018: Committee on Statistics/Quantitative Analysis
• 2016-2017: College of Business Exit Exam Committee
• 2016-2017: Carter Innovation Fund Awards Committee
• 2015-2016 – 2017-2018: Accreditation and Assessment Committee
• 2015-2016: Accreditation and Assessment Sub-Committee on New Excel Course for COB Students
• 2014-2015: Accreditation and Assessment Committee ÃÛÌÒÊÓƵ University
• 2014-2015 – 2015-2016: Accounting Department Faculty Search Committee
• 2013-2014 – 2015-2016: Accreditation & Assessment Committee
• 2014-2015: Accreditation and Assessment Ad Hoc Committee on Service Learning Student Survey
• 2014-2015: Commencement Committee
• 2014-2015: Accreditation & Assessment's Ad Hoc Committee on B.B.A. and M.B.A. Exit Survey Revisions
• 2014-2015: Accreditation & Assessment's Ad Hoc Committee on Finance Department Learning Goals
• 2014-2015: Strategic Planning Scholarship Subcommittee
• 2014-2015: Strategic Planning Committee COB Workshop
• 2013-2014: Accreditation and Assessment's Ad Hoc Committee on Rubrics
• 2013-2014: Faculty Search Committee for the Operations Management position
• 2013-2014: Ad hoc committee for Beck Fellowship Applicant
• 2012-2013: University Professor Committee
• 2009-2010 – 2013-2014: M.B.A. Program Exit Exam Judge
• 2009-2010 – 2013-2014: Assessment Committee ÃÛÌÒÊÓƵ University

• 2007-2008: Joint Accounting & Finance Club & Stock Market Club Trip to NYC
• 2007-2008: SBE Internships

• 2009-2010: Beta Gamma Sigma Initiation and Dinner
• 2015-2016 – 2017-2018: College of Business Elections Supervisor
• 2009-2010 – 2010-2011: ÃÛÌÒÊÓƵ University College of Business Alumni Reception
• 2006-2007 – 2007-2008: ETS Review Coordinator

• 2012-2013 – 2013-2014: Student Recommendations

University Assignments

• 2008-2009: Writing Across the Curriculum Committee

• 2018-2019 – 2020-2021: Budget Development Committee
• 2017-2018: Faculty Senate Faculty Issues Subcommittee
• 2016-2017: Faculty Senate Faculty Issues Sub-Committee
• 2016-2017: Institutional Review Board
• 2015-2016: Faculty Senate Academic Issues Sub-Committee
• 2013-2014 – 2017-2018: Education Preparation Council
• 2014-2015: Distinguished Faculty Lecture Committee
• 2014-2015 – 2017-2018: Faculty Senate
• 2010-2011: ÃÛÌÒÊÓƵ University Undergraduate Curriculum Council - Curriculum Proposals Sub-Committee
• 2010-2011: ÃÛÌÒÊÓƵ University Undergraduate Curriculum Council
• 2007-2008: Writing Across the Curriculum Committee
• 2007-2008 – 2008-2009: Faculty Senate

• 2012-2013: Honors Course Requirement

• 2011-2012: WINGS Mentoring

• 2018-2019: Media Interview
• 2014-2015: Faculty Marshal at Summer 2015 Commencement
• 2014-2015: Distinguished Faculty Lecture
• 2014-2015: How to be a Cardinal Seminar Series
• 2014: What's Your Big Idea?
• 2011-2012: Peer Evaluation of Online Course
• 2007-2008: Faculty Panelist for CDPI Discussion Series

Service to the Profession

• 2018: Southwestern Finance Association Annual Meeting, Albuquerque, New Mexico. Discussant for the pedagogical paper "Factors Affecting Financial Risk Tolerance of Undergraduate Business Students"
• 2017: Southwestern Finance Association, Little Rock, Arkansas. Discussant of the paper: "Dividend Yields and Stock Returns under a Tax-Free Environment: Evidence from the United Arab Emirate"
• March 9, 2017
• 2013 – 2016: Southwestern Finance Association. Discussant for a paper at each year's conference. Papers discussed include "Dividend Policy and Earnings: A Study of Short- and Long-Term Causality" by Chaudry and Bolden, Indiana University of Pennsylvania (2015) and "Do Stock Splits Signal Future Cash Flows" by Fitzpatrick and Yi, SUNY Fredonia (2016).
• 2012: Southwestern Finance Association, New Orleans, Louisiana. Discussant for the paper "A Global Investigation of Dividend Yields: Shareholder Demand, Agency Problems, and Market Quality" by Jain, Chu, and Elanahas of University of Memphis on March 2, 2012.
• 2011: Financial Management Association, Denver, Colorado. Discussed South American Payout Policies: A Test of the Prudency Hypothesis by Goyal, Muckley, and von Eije in Session 093 (Determinants of Payout Policy) on October 20, 2011.
• 2011: Financial Management Association, Denver, Colorado. Discussed the paper 'South American Payout Policies: A Test of the Prudency Hypothesis' by Goyal, Muckley, and Eije.
• 2007: Southwestern Finance Association, San Diego, California. Discussed the paper 'Do Win-Win Outcomes Exist? A Study of Cross-Border M&A Transactions in Emerging Markets'

• 2018: Southwestern Finance Association Annual Meeting, Albuquerque, New Mexico. Chair for TWO sessions at the March 2018 annual meeting.
• 2017: Southwestern Finance Association, Little Rock, Arkansas. Chair of Session on Dividends, Stock Splits, and Share Repurchases
• 2012: Southwestern Finance Association, New Orleans, Louisiana. Chair a session on "CEOs" on March 2, 2012.
• 2011: Financial Management Association, Denver, Colorado. Chair of FMA Conference Session 181 (Real Estate Returns) on October 21, 2011.
• 2011: Financial Management Association, Denver, Colorado. Chairperson for Session No. 181 - Real Estate Returns
• 2011: Southwestern Finance Association, Houston, Texas. Session Chair for 'Asset Pricing Models and Tests' on Friday, March 11, 2011, 2:00pm-3:30pm
• 2011: Southwestern Finance Association, Houston, Texas. Session Chair for 'Market Microstructure' on Friday, March 11, 2011, 8:30am-10:00am
• 2011: Southwestern Finance Association, Houston, Texas. Session Chair for 'Return Momentum and Investors' Sentiment' on Thursday, March 10, 2011, 10:30am-12:00pm
• 2007: Eastern Finance Association conference, New Orleans, Louisiana. Chaired an academic research session on Emerging Markets
• 2007: Southwestern Finance Association, San Diego, California. Chaired the session 'Financial Distress'

• 2015 – 2016: Journal of Financial Planning. Recognized for Examplary Volunteer Service as a Journal Contributions Peer Reviewer. Certificate dated August 24, 2015.
• 2008 – 2016: International Journal of Managerial Finance, Sydney, Australia. Editorial Board Member for the IJMF, a peer-reviewed B-level journal. Received Outstanding Reviewer award in 2015.

• 2021: Southwestern Finance Association. SWFA Secretary-Treasurer, 2018-2022
• 2018 – 2019: Southwestern Finance Association. Secretary/Treasurer for the Southwestern Finance Association (2018-2020). Attend two meetings per year. Take minutes and distribute after the meeting. Deposit receipts and pay bills. Report on transactions and standing of the organization twice a year. Prepare the 990 tax return.
• 2011 – 2012: Southwestern Finance Association, Houston, Texas. I was elected to the board of directors of SWFA in March 2011. The entire board consists of 8 members. The main duties of the board are to put on the annual conference event in March of each year and to oversee the Journal of Financial Research, jointly with the Southern Finance Association. Specific duties at this conference were to attend and participate in the Reception held on Thursday evening, attend and participate in the Breakfast Meeting of the Board of Directors on Friday, and attend the Luncheon that was also held on Friday. A number of items of SWFA business are handled via email and conference call meetings throughout the year but board members are also required to attend biannual meetings which are held at SWFA in March and at FMA in October of each year during a two-year term of office.

• 2017: Southwestern Finance Association. Conference program chair and reviewer.

Reviewer - Article / Manuscript

• 2020: International Journal of Managerial Finance. Reviewed the article "Corporate Social Responsibility and Dividend Policy: A Strategic Choice in Family Firms" for the International Journal of Managerial Finance in October 2020.
• 2020: Journal of Financial Planning. Reviewed the article "How to Estimate 'The End' of Retirement" for the Journal of Financial Planning in October 2020.
• 2019: Journal of Financial Planning. Reviewed the article "Medicare and Tax Planning for High-Income Households" in January 2019.
• 2018: Journal of Financial Planning. Reviewed the article "Real Estate Investing: Reducing Risk with a Cash Flow Approach" in May 2018.
• 2017: Journal of Financial Planning.
  Reviewed the article "Risks in Advanced Age" for the JFP. May 2017.
• 2017: International Journal of Managerial Finance. Reviewed the paper submission " Capital Structure Determinants for Local Banks: Thailand Evidence" in January 2017.
  Reference #: IJMF-11-2016-0215
• 2017: Journal of Financial Planning. Reviewed the paper "The Lack of HECM Literacy Needs To Be Reversed For America’s Retirement" which was subsequently retitled as "The Effect of Low Reverse Mortgage Literacy on Usage of Home Equity in Retirement Income Plans" at my request. January
• 2017.
• 2016: Journal of Financial Planning. Reviewed the submitted article "Guardrails to Prevent Potential Retirement Portfolio Failure" in June 2016.
• 2016: Journal of Financial Planning. Reviewed the article "Retirement Strategies, What Could Possibly Go Wrong?".
• 2015: Journal of Financial Planning. Reviewed the research paper "Gauging America’s Retirement Income Planning Literacy: A Method for Determining Retirement Knowledgeable Clients” in July 2015.
• 2014 – 2015: Journal of Financial Planning. Reviewed the research paper "Reducing Wealth Volatility: The Value of Financial Planning as Measured by Zeta" in January 2014.
• 2014: International Journal of Managerial Finance. Reviewed the research paper "Long Live Day of the Week Patterns: Lessons from the Greek Stock Market during the Euro Era (2002-2012)" in August 2014.
• 2014: Journal of Financial Planning. Reviewed the research paper "The Changing Risk-Return Characteristics of Value and Growth Investing" in May 2014.
• 2013: Journal of Financial Planning. Reviewed the research paper "Reducing Retirement Risk with a Rising Equity Glidepath" in September 2013.
• 2013: Journal of Financial Planning. Reviewed the research paper "Increasing the Sustainable Withdrawal Rate using the Standby Reverse Mortgage' in July 2013.
• 2013: Journal of Financial Planning. Reviewed the research paper "The 4% Rule is Not Safe in a Low-Yield World' in February 2013.
• 2012: International Journal of Managerial Finance. Referee for academic research paper "Indications of Overreaction with or without Stock Specific Public Announcements in the Indian Stock Market"
• 2012: Journal of Financial Planning. Reviewer of research paper 'Neurological fMRI Evidence Suggests Clients Less Likely to "Second Guess" Underperforming Financial Advisors with CFP Certification'
• 2012: International Journal of Managerial Finance. Referee for academic article "Family firms and the market reaction to dividend news"
• 2012: International Journal of Managerial Finance. Referee for academic article "Does it pay to be green? Evidence from Fortune 500 'Green Power Partners'"
• 2011: Journal of Financial Planning. Reviewer of "The Effect of Human Capital on the Income of Divorced Women". Review submitted 11/1/2011.
• 2011: Journal of Financial Planning. Reviewer of article 'Retirement Income Withdrawals: Reversing the Conventional Wisdom'
• 2011: Journal of Financial Planning. Reviewer of article 'Adding a Third Dimension to Bond Analysis: A New Tool for Evaluating Fixed-Income Investments'
• 2010 – 2011: Journal of Financial Planning. Reviewer of article 'Portfolio Success Rates: Where to Draw the Line'
• 2010: Journal of Financial Planning. Reviewer of article 'Tax-Efficient Stock Investing for Charitable Donors'
• 2010: Journal of Financial Planning. Reviewer of article 'Index Classification Methodology'
• 2010: Journal of Financial Planning. Review of article 'Index Classification Methodology'
• 2010: Journal of Financial Planning. Reviewer of article 'The Dynamic Implications of Sequence Risk on a Distribution Portfolio: Does Sequence Risk Ever Really Go Away?'
• 2009: Journal of Financial Planning. Reviewer of article 'Unsafe at Any Speed? The Designed-In Risks of Target Date Glide Paths'
• 2009: Journal of Financial Planning. Reviewer of the article 'Constructing Core Portfolios for Chaotic Markets'
• 2009: Journal of Financial Planning. Reviewer of the article 'Achieving Sustainable Retirement Withdrawals: A Combined Equity and Annuity Approach'
• 2008: Journal of Financial Planning. Reviewer of 'Redefining Asset Classes: The Effect of Income Annuities on Retirement Planning Allocations'

Editor: Guest Editor of Journal

• 2006: International Journal of Managerial Finance, Unknown, Unknown. Guest editor for a special issue of the journal on Surveys.

• 2003: Institute of Global Management Research, Washington, District of Columbia.

• 2018: Southwestern Finance Association. Secretary/Treasurer for SWFA. Term begins March 2018 and ends March 2020.

• 2018: University of Technology Sydney - Faculty Hiring Committee - Outside Member. Conducted interviews and offered feedback on several faculty candidates during the October 2018 FMA meeting in San Diego. Approved of final offers to the selected candidates in late November 2018.

• 2018 – 2019: Southwestern Finance Association. Secretary/Treasurer for SWFA. Term of service (2 years): March 2018 to March 2020.
• 2015 – 2016: Southwestern Finance Association, Oklahoma City, Oklahoma. Served as Vice President of Events for the March 2016 South Western Finance Association (SWFA) conference. SWFA is the finance organization within the Federation of Business Disciplines (FBD). This service appointment began with attendance at meetings during the March 2015 SWFA meeting in Houston TX. During the year, I worked to make arrangements that culminated in a board breakfast, general meeting luncheon, and cocktail reception during the March 2016 SWFA meeting in Oklahoma City. I was also responsible for ordering plaques for those who served on the board and for the keynote speaker award recipient and ordering award certificates for the best paper award winners and helping to present the awards at the conference.

• 2015: Journal of Financial Planning. Received Volunteer Service Award from the Journal of Financial Planning in 2015.
• 2015: International Journal of Managerial Finance. Selected to receive one of the two 2015 Outstanding Reviewer Awards made by the International Journal of Managerial Finance.

• 2004: Quarterly Review of Economics and Finance, Unknown, Unknown.

• 2019 – 2020: Southwestern Finance Association Annual Meeting. In October, I reviewed a half dozen papers for acceptance at the conference in March.
• 2018: Southwestern Finance Association Annual Meeting. Reviewed six (6) papers on Mutual Funds in October 2018 that were submitted for the March 2019 conference.
• 2016: Southwestern Finance Association. On Program Committee for SWFA. Assigned section General Finance. Reviewed 6 papers submitted for the conference in October 2016.
• 2010 – 2015: Southwestern Finance Association. Reviewed 8-15 papers each year for the March conference.
• 2011: Southwestern Finance Association. Reviewed 9 papers for the 2012 conference.
• 2008: Northern Finance AssociationNorthern Finance Association, Banff, Canada. Reviewer for approximately 10 papers submitted to the annual Northern Finance Association conference which will be held in September 2008.
• 2007: Eastern Finance AssociationEastern Finance Association, Houston, Texas. Reviewer for approximately 10 papers submitted to the annual Eastern Finance Association conference.
• 2007: Midwest Finance Association, San Antonio, Texas. Reviewer for approximately 10 papers submitted to the annual Midwest Finance Association conference held in March 2008.
• 2002 – 2007: Financial Management Association, Unknown, Unknown. Served on FMA Program Committee which entails reviewing approximately 10 papers each year submitted for inclusion at the FMA Annual Meeting (Conference) in October.

Service to the Community

• 2011: Gas prices feature story for KBMT-12 news, Did an interview with Mollie O'Brien of KBMT-12 News in Beaumont about the decline in oil and gasoline prices. Explained to her what other factors affect gasoline prices and how economic conditions affect oil prices. Discussed current conditions in the stock market and economic conditions in the US, Europe, and China.
• 2008: Mountain Lakes PBS, I was featured in an episode on the US Debt held by China on the Mountain Lakes PBS program Mountain Lake Journal.

• 2011: Junior Achievement of the Golden Triangle Finance Park, Spent a day working with high school freshmen on a comprehensive personal finance and budgeting case study at Memorial High School in Port Arthur. Other volunteers were mostly from ExxonMobil and Valero Energy so it was also a good networking and public relations opportunity for ÃÛÌÒÊÓƵ. Event held on 4/29/2011, 8 a.m.-3 p.m.

• 2005 – 2006: Northern Virginia Intergroup, Treasurer
• 2005: University of Texas at San Antonio Alumni Association, Treasurer