Refereed Publications
“The Durbin Amendment and Debit Card Fee Regulation: Its impact on Card Companies, Variety Stores, and Restaurants“, with R. Kunkel and W. C. Compton, Journal of Business and Economic Perspectives, 41(1):93-103, January 2014
“A Momentum Trading Effect in Real Estate Funds: An Analysis with TIAA-CREF”, Journal of Technical Analysis, 2013, 77, pp. 16-24.
"Calendar anomalies in Russian stocks and bonds", with W. Compton and R. Kunkel, 2013, Managerial Finance, Vol. 39 Issue 12, pp.1138 - 1154
“Technology Adoption in Higher Education: Overcoming Anxiety Through Faculty Bootcamp,” with Jerry Isaacs, Terri Johnson, Jamie Krzykowski, Greg Kuhlemeyer, and Mary Ann Wisniewsk, Journal for Asynchronous Learning Networks, 2012, Vol 16, Issue 2, pp. 63-72.
“The Impact of Bonus Depreciation on Project Decision Making," with John Wachowicz, Financial Decision, Article 2, Winter 2011
"The Credit Card Act of 2009: Its Financial Impact on the Stockholders of the Retail Industry," with Robert Kunkel, The Journal of the Academy of Finance, Summer 2010, Vol 8, Issue 1, pp 1-10.
“The Immediate Financial Impact of Transportation Deregulation on the Stockholders of the Airline Industry,” co-authored with J. Hanna, Robert Kunkel and R. Johnson, Journal of Air Transportation, 2005, Vol. 10, No. 2, pp. 83-95.
“The Financial Impact of the Ocean Shipping Reform Act (OSRA) of 1998 on the Stockholders of Ocean Shipping and Freight Forwarder Firms,” co-authored with Robert Kunkel and J. Hanna, American Business Review, Jan 2003, Vol. 21, No. 1, pp. 40-47.
“The Equity Indexed Annuity: An Examination of Performance and Regulatory Concerns,” Financial Services Review, Winter 2000, Vol. 9, No. 4, pp. 327-342.
"Incorporating Stock Market Games into the Classroom: A Survey of Faculty Teaching Investments,” co-authored with Christine A. McClatchey, Financial Practice & Education, Fall/Winter 2000, Vol. 10, No. 2, pp. 208 – 222.
“External Audits and the Impact of Loss of Reputation on Agency Costs: An Empirical Investigation,” co-authored with M. Cary Collins and Harold Black, Managerial Finance, Vol. 26, No. 2, 2000, pp. 19-30.
“Increase in the Systematic Risk of Large Firms,” co-authored with Phillip Daves, Michael Ehrhardt,and Robert Kunkel, American Business Review, June 2000, pp. 62-74.
“Consumer Satisfaction with Life Insurance: A Benchmarking Survey,” Financial Counseling and Planning, Vol. 10, No. 2, 1999, pp. 35-47.
“Dividends and Market Efficiency: A Multi-Index Arbitrage Investment Strategy,” co-authored with Robert Kunkel and M. Ehrhardt, Managerial Finance, Vol. 25, No. 6, 1999, pp. 21-34.
“The Financial Impact of the Inter-State Commerce Commission (ICC) Termination Act of 1995 on the Motor Carrier Industry,” co-authored with J. Hanna and Robert Kunkel, Journal of Transportation Management, Spring 1999, pp. 23-36.
Working Manuscripts
“Utilizing @RISK within the Finance Curriculum to Facilitate Decision Making" with R. Kunkel
“Tying Investment Horizon to Actuarial Tables and the Impact on Portfolio Performance” with M. Koneman
“Similarities and Differences of New Zealand and American Household Finances”
“Performance of Entrepreneurial Decisions and the Success of the Enterprise” with M. Griffiths
UNCO Working Paper Series (Refereed internally)
“Portfolio Simulations in Higher Education: A Survey of Investment Faculty,” co-authored with Christine McClatchey, 1999-2-WPS.
“Consumer Satisfaction with Life Insurance: A Benchmarking Survey,” co-authored with Garth Allen,1999-1-WPS.
“Dividends and Market Efficiency: A Multi-Index Arbitrage Investment Strategy,” co-authored with Robert Kunkel and Michael Ehrhardt, WPS-11-98.
“The Financial Impact of the Inter-State Commerce Commission (ICC) Termination Act of 1995 on the Motor Carrier Industry,” co-authored with J. Hanna and Robert Kunkel , WPS-5-98.
“Increase in the Systematic Risk of Large Firms,” co-authored with Phillip Daves, Michael Ehrhardt, and Robert Kunkel, WPS-1-98.
“External Audits and the Impact of Loss of Reputation on Agency Costs: An Empirical Investigation,” 1997-11-WPS, co-authored with M. Cary Collins and Harold Black.
“Time Zonal Influence Upon NYSE Volume Patterns,” 1997-10-WPS.
“Measuring the Value of a New Product Introduction,” 1997-1-WPS.
Presentations
“Using @RISK to Facilitate Student Learning” with R. Kunkel, Academy of Business Research, 2016
The Pedagogy of Evaluating Financial Risk: Using @RISK to Improve Learning’ at MBAA International Academy of Finance, Chicago, IL, March 2015
Presented “Dodd–Frank Wall Street Reform and Consumer Protection Act of 2010” to Carroll attendees, 2013
"Momentum Investing: An Analysis with TIAA-CREF," with Robert Kunkel, The Academy of Business Research, 2011.
"The Credit Card Act of 2009: Its Financial Impact on the Stockholders of the Retail Industry," with Robert Kunkel, 2010 MBAA International Academy of Finance, Chicago, IL
“Comprehensive Software Systems Worldwide (CSSW): A Case Study,” with Dennis Debrecht, 2005 MBAA International Academy of Finance, Chicago, IL
“The CFP Program: Design and Implementation of the Financial Planning Capstone Course,” with Christine McClatchey, Academy of Financial Services
“Short-Term Momentum and Persistence in Mutual Funds,” presented at the 2000 Midwest Finance Association Meeting, Chicago, IL.
“Equity Index Annuities: Should They Be In Your Portfolio?,” presented at the 1999 Academy of Financial Services Meeting, Orlando, FL.
“Consumer Cognition and the Evaluation of Personal Life Insurance,” with Garth Allen, presented at the 1998 Academy of Financial Services Meeting.
“The Use of Simulation Games in the Investment Curriculum,” with Christine McClatchey, presented at the 1998 Western Decision Sciences, Reno, NV. (Published in the Proceedings for Western Decision Sciences).
“New Age Finance,” with Mark Griffiths, presented at 1997 Midwest Business Administration Association Meeting, Chicago, IL.
"SEC Disciplinary Action Against Bank Auditors: An Empirical Investigation of the Impact on Bank Shareholders," with Harold Black and M. Cary Collins, presented at the Congressional Budget Office, Division of Natural Resources (1995), Washington, DC.
“Increase in the Systematic Risk of Large Firms,” with Phillip Daves, Michael Ehrhardt, and Robert Kunkel, presented at the 1994 Financial Management Association Meetings, Toronto, Canada.
Other Professional Activity
- Research-sabbatical in Spring 2012
- Successfully received $250,000 grant from the federal government as lead developer for improving international education within the business department at Carroll, 2009.
- Created/Updated a Test Item Bank for “Fundamentals of Financial Management,” 13e, by Wachowicz and VanHorne. (since 9th ed.)
- Created/Updated the PowerPoint presentation package for “Fundamentals of Financial Management,” 13e, by Wachowicz and VanHorne. (since 9th ed.)
- Created an on-line study manual for “Fundamentals of Financial Management,” 13e, by Wachowicz and VanHorne. (since 11e)
- Articles in The Pioneer and The Wisconsin Independent that are about the “new” business program and its unique student-friendly designs.
- Analyzed the value of naming rights to Denver-area taxpayers regarding the Denver Broncos on behalf of the Denver Post and Ms. Cindy Brovsky. Article appeared November 7, 1999.
- Quoted occasionally in several newspapers.