University Faculty Resume January 1, 2014

5-Year Accomplishments Delineated and in Bold

I. Personal Information:

Thomas H. Payne, Ph. D. Phone: (731) 881-7324

Professor /Tenured Fax: (731) 881-7323

216 Business Administration Building Email: tpayne@utm.edu

Martin, TN 38238

II. Educational Credentials

University of Arkansas, 1993, Business Administration Ph.D.

Major: Finance Minor: Economics

University of Texas at Dallas, 1987, Finance Concentration M.B.A.

University of Arkansas, 1983, Electrical Engineering B.S.

III. Employment History

1998-Present THE UNIVERSITY OF TENNESSEE AT MARTIN Martin, Tennessee

2007 - Present Interim Chair, Department of Accounting, Finance, Economics and

Political Science

2001 - Present Professor and Chairholder

Horace and Sara Dunagan Chair of Excellence in Banking

1998 - 2001 Associate Professor and Chairholder

Horace and Sara Dunagan Chair of Excellence in Banking

1992-1998 THE UNIVERSITY OF TENNESSEE AT CHATTANOOGA Chattanooga, Tennessee

1996-1998 Associate Professor of Finance

1992-1996 Assistant Professor of Finance

1988-1992 UNIVERSITY OF ARKANSAS Fayetteville, Arkansas

Instructor of Finance

1985-1988 ROCKWELL INTERNATIONAL Richardson, Texas

Quality Assurance and Reliability Engineer

1983-1985 TEXAS INSTRUMENTS INCORPORATED Dallas, Texas

Integrated Circuit Design Engineer

Obtained U.S. Patent US4642877A for CCD/CMOS Process

IV. Scholarly Activity

A. Refereed Journal Articles

Thomas H. Payne and Glenna Sumner (2013), “The New Normal in Monetary Policy:

Purposes, Practices, and Pitfalls,” Southwestern Journal of Economics, forthcoming fall

2013.

Thomas H. Payne and Arnold Redman (2011), “Contagion Effects in Consumer Lending: Are

Community Bank Portfolios at Risk?” Journal of Business and Economic Perspectives,

Volume 37 (1), Spring/Summer 2011, pp. 87-96.

Thomas H. Payne, Arnold Redman and Nell Gullett (2008), “Mutual Fundamentalism: Does

Dividend Yield Explain Performance?” Journal of Financial and Economic Practice, Volume 8 (2),

December 2007, pp.57-68. *Philip J. Young, Thomas H. Payne, and Robert R. Johnson “Time-varying Risk and Return

Characteristics of U.S. and European Bond Markets: Implications for Efficient Portfolio

Allocation.” Journal of Asset Management, Volume 8 (5), December 2007, pp. 337-350.

* 2008 Research Award: UT Martin College of Business and Global Affairs

Timothy C. Johnston, Alice A. Yeargin, Teresa Brundige, and Thomas H. Payne “Reaching

Underserved Borrower Prospects: A Case of a Small Rural Bank,” Journal of Business Case

Studies, Volume 2 (4), Winter 2006, pp. 29-36.

Thomas. H. Payne and Philip J. Young, “An Examination of Small Community Bank Dividend Policy

Following the 2003 Tax Cuts,” Journal of Contemporary Business Research, Volume 14 (1),

Spring 2006, pp. 9-17.

Thomas H. Payne, John Alvis and Kim Gee, “The (Ir)relevance of Accounting Research,” Today’s

CPA, September/October 2003, pp. 28-33.

Thomas H. Payne and Arnold Redman, “The Pitfalls of Property Valuation for Commercial Real

Estate Lenders: Using a Comparative Income Approach to Improve Accuracy,” Briefings in Real

Estate Finance, Volume 3 (1), June 2003, pp. 50-59.

Thomas H. Payne, Thomas A. Gavin and John G. Fulmer, “Job Satisfaction of Bankers in Commercial

Lending,” Commercial Lending Review, Volume 17 (4), July 2002, pp. 48-52.

John Fulmer, J. Howard Finch, Thomas Smythe and Thomas H. Payne” Growing Sales and Losing

Cash: Assisting Your Small Business Customer with Cash Flow Management,” Commercial

Lending Review, Volume 17 (4), July 2002, pp. 14-19.

Tom Gavin, John Fulmer Jr. and Thomas H. Payne, “Where Have Supervisors of Relationship

Managers Failed?,” The RMA Journal, Volume 84 (6), March 2002, pp. 72-74.

Thomas H. Payne and David Franck, “Small Business Lending Trends and Commercial Bank

Performance,” Commercial Lending Review, Volume 16 (3), Summer 2001, pp. 42-47.

Refereed Journal Articles (continued)

Thomas H. Payne and James Philpot, “Wall Street Meets Main Street: Rural Banking in the Natural

State,” Arkansas Business and Economic Review, Volume 32 (4), Winter 1999, pp. 13-16.

Thomas H. Payne, Howard Finch and J. Fulmer, “Banks’ Use of Derivatives to Manage Interest Rate

Risk,” Bank Accounting and Finance, Winter 1999, pp. 58-62.

Thomas H. Payne and J. Howard Finch, Effective Teaching and Use of the Constant Growth Dividend

Discount Model,” Financial Services Review, Volume 8 (4), December 1999, pp. 283-291.

Thomas H. Payne, Laurie Prather and William Bertin, “Value Creation and Determinants of Equity

Fund Performance,” Journal of Business Research, May 1999, pp. 69-74.

Gary Fleischman and Thomas H. Payne, “New Home Office Rules Spell Relief for Many Small

Businesses,” Journal of Accountancy, March 1999, pp. 30-35.

Michael Costello, Thomas H. Payne, and Karen Lanese, “Determinants of Discounts in Valuing

Family Controlled Entities,” Tennessee CPA, December 1998, pp.16-25.

Thomas H. Payne, Gary Fleischman and R. Casavant, “The Economic Impact of Tax Reform on the

Residential Real Estate Market: Valuing the Mortgage Tax Shield,” Real Estate Review, Spring

1998, pp. 53-60.

Gary Fleischman, Thomas H. Payne and Paul D. Hutchison “Is Fundamental Tax Reform Dead? An

Economic Assessment of Key Proposals,” Taxes, March 1998, pp. 39-49.

Gary Fleischman and Thomas H. Payne, “An Analysis of the Ramifications of Key Tax Reform

Proposals on Small Business Proprietorships,” Arkansas Business and Economics Review, Fall

1997, pp. 12-21.

Gary Fleischman and Thomas H. Payne, “Proposed Changes in Business Taxation: A Primer for Tax

Professionals,” Taxes, April 1997, pp. 207-216.

Thomas H. Payne, James A. Millar and G. William Glezen, “Fiduciary Responsibility and Bank-Firm

Relationships: An Analysis of Shareholder Voting By Banks,” Journal of Corporate Finance,

Volume 3 (1), December 1996, pp. 75-89.

Thomas H. Payne and Gary Fleischman, “Individual Savings Incentives Under Current Tax Reform

Proposals: An Argument for Immediate Deductibility,” Tax Notes, Volume 73 (4), October 1996,

pp. 499-500.

Thomas H. Payne, H.R. Bartell, W.F. Ford, and James D. Tripp, “Tennessee Banks Outperforming the

Nation: West Tennessee Banks Especially Strong,” Tennessee Banker, August 1996, pp. 24-29.

Thomas H. Payne and J. Howard Finch, “Discount Rate Choice and the Application of Duration for

Capital Budgeting Decisions,” Engineering Economist, Volume 41 (4), Summer 1996, pp. 69-75.

Gary Fleischman and Thomas H. Payne, “Tax Reform Myopia and the Importance of Base

Consideration: How will the Economy be Affected?” Arkansas Business and Economic Review,

Summer 1996, pp. 1-9.

Refereed Journal Articles (continued)

Thomas H. Payne, J. Howard Finch and John G. Fulmer, “Cost of Funds Estimation: What Banks are

Really Doing,” Bankers Magazine, Volume 178 (5), September/October 1995, pp. 49-54.

J. Howard Finch and Thomas H. Payne, “Conditional Effects of Terminal Value in Real Estate

Investment Analysis,” Journal of Contemporary Business Issues, Spring 1994, pp. 70-79.

B. Proceedings, Monographs, Professional Materials, and other Publications

Thomas H. Payne, “Evolving Trends in Retail Banking,” Tennessee Bankers Association –

Southeastern School of Consumer Credit Curricular Materials, Latest Revision December

2012, 57 pages.

Thomas H. Payne, “Retail Credit Analysis and Quality Assurance,” Tennessee Bankers

Association - Southeastern School of Consumer Credit Curricular Materials, Latest

Revision December 2012, 20 pages.

Thomas H. Payne and Arnold Redman, “Contagion Effects in Consumer Lending: Are

Community Bank Portfolios at Risk?” Proceedings of the Southwestern Finance Association

with Arnold Redman, Oklahoma City, Oklahoma, March 2009.

Thomas H. Payne, “Successful Community Banks Make Commitment to Relationship Banking,”

Memphis Business Journal, August, 2007.

Philip J. Young, Thomas H. Payne, and Robert R. Johnson, “Time-varying Risk and Return

Characteristics of U.S. and European Bank Markets: Implications for Efficient Portfolio

Application,” Proceedings of the Southwestern Finance Association, with Philip J. Young and

Robert R. Johnson, San Diego, California, March 2007.

Thomas H. Payne, Arnold Redman, and Nell Gullett, “Fundamental Indexation: Does Dividend

Yield Explain Mutual Fund Returns?” Proceedings of the Southwestern Finance Association,

with Arnold Redman and Nell Gullett, San Diego, California, March 2007.

Thomas H. Payne and Philip J. Young, “Dividend Policy of High Performance Community Banks:

Do the 2003 Dividend Tax Cuts Really Matter?” Proceedings of the Southwestern Finance

Association, Oklahoma City, Oklahoma, March 2006.

Thomas H. Payne and Peter DeVries, “Community Bank Purchase Price Premiums: Characteristics

of High Value Targets,” Proceedings of the Southwest Decision Sciences Institute, Dallas,

Texas; March 2005.

Barbara Davis, Helen Sikes, Thomas H. Payne, and Duke Griffey, “Is Teamwork Rewarded in the

Banking Industry? Findings from a 10-Year Study,” Proceedings of the Southwestern Finance

Association, Orlando, Florida, March 2004.

Thomas H. Payne, James Philpot, and Peter DeVries, “High Performance Banks and Small Business

Lending Decisions,” Proceedings of the Southwest Decision Sciences Institute, St. Louis,

Missouri, March, 2002.

Other Publications (continued)

Arnold Redman, Nell Gullet and Thomas H. Payne, “Performance and Diversification Benefits of

Small Company Mutual Funds,” Proceedings of the Academy of Economics and Finance, Biloxi,

Mississippi, February 2001.

Arnold Redman, Nell Gullett and Thomas H. Payne, “Diversification Benefits of Real Estate Mutual

Funds,” abstracted in Proceedings of the Academy of Financial Services, Seattle, Washington,

October 2000.

Sue Bies, Thomas H. Payne, Tom Siems, Debashish Sen, and James Tripp “Assessing Off-Balance

Sheet Risk in the Banking Industry: Views from the Trenches,” with, summarized in

Proceedings of the 1999 Meeting of the Southwestern Finance Association, Houston, Texas,

March 1999.

Thomas H. Payne and J. Howard Finch, “Surveys of Supply and Demand in the Market for

Entrepreneurial Capital,” with J. Howard Finch, presented at the Babson Entrepreneurial

Research Conference, abstracted in Frontiers of Entrepreneurial Research, Wellesley,

Massachusetts, April 1997.

Thomas H. Payne, M. E. Benefield, and L.G. Perry, “Assessing the Motivation and Performance of

Bank Acquirers of Thrift Institutions,” Proceedings of the American Society of Business and

Behavioral Sciences, Volume IV, February 1996, pp. 226-236.

Thomas H. Payne and L. G. Perry, “The Reaction of Bank Holding Company Stock Prices to Thrift

Acquisition Announcements,” Penick Series Monograph, 1995.

Thomas H. Payne and L. G. Perry, “Bank Holding Company Thrift Acquisitions: Reconciling Motivation

and Performance,” Penick Series Monograph, 1995, with L.G. Perry.

C. Paper Presentations

Thomas H. Payne and Glenna Sumner, “The New Normal in Monetary Policy: Purposes,

Practices, and Pitfalls,” presented at the 2013 meeting of the Southwestern Social Science

Association, New Orleans, Louisiana, March 28, 2013.

Thomas H. Payne and Arnold Redman, “Contagion Effects in Consumer Lending: Are

Community Bank Portfolios at Risk?” presented at the 2009 meeting of the Southwestern

Finance Association, Oklahoma City, Oklahoma, February 24, 2009.

Philip J. Young, Thomas H. Payne, and Robert R. Johnson, “Time-varying Risk and Return

Characteristics of U.S. and European Bank Markets: Implications for Efficient Portfolio

Application,” presented at the 2007 meeting of the Southwestern Finance Association, San

Diego, California, March 16, 2007.

Thomas H. Payne, Arnold Redman and Nell Gullett, “Fundamental Indexation: Does Dividend Yield

Explain Mutual Fund Returns?” presented at the 2007 meeting of the Southwestern Finance

Association, San Diego, California; March 16, 2007.

Paper Presentations (Continued)

Thomas H. Payne and Philip J. Young, “Dividend Policy of High Performance Community Banks:

Do the 2003 Dividend Tax Cuts Really Matter?” , presented at the 2006 meeting of the

Southwestern Finance Association, Oklahoma City, Oklahoma. March 5, 2006.

Thomas H. Payne and Peter DeVries, “Community Bank Purchase Price Premiums: Characteristics

of High Value Targets,” presented at the Southwest Decision Sciences Institute, Dallas, Texas.

March 4, 2005.

Barbara Davis, Helen Sikes, Thomas H. Payne, and Duke Griffey, “Is Teamwork Rewarded in the

Banking Industry? Findings from a 10-Year Study,” presented at the Southwestern Finance

Association, Orlando, Florida, March 2004.

Thomas H. Payne and Peter De Vries, “Community Banking on the Internet: A Profile of High

Performance Institutions,” presented at the Southwest Decision Sciences Institute, Houston,

Texas, March 7, 2002.

Thomas H. Payne and James Philpot, “The Role of Political Outside Directors in Banking,”

presented at the Southwestern Finance Association, St. Louis, Missouri, March 7, 2002.

Thomas H. Payne, James Philpot and Peter DeVries, “High Performance Banks and Small Business

Lending Decisions,” presented at the Southwestern Decision Sciences Institute, St. Louis,

Missouri, March 8, 2002.

Thomas H. Payne, Arnold Redman and Nell Gullett, “Portfolio Concentration within Small Cap

Funds,” presented at the Southern Finance Association Annual Meeting, Destin, Florida,

November 29, 2001.

Thomas H. Payne, David Franck and Peter DeVries, “Characteristics and Performance of Small

Business Lenders,” presented at the annual meeting of the Southwestern Finance Association, New

Orleans, Louisiana, March 1, 2001.

Arnold Redman, Nell Gullet, and Thomas H. Payne, “Performance and Diversification Benefits of

Small Company Funds,” presented at the annual meeting of the Academy of Economics and

Finance, Biloxi, Mississippi, February 14, 2001.

Arnold Redman, Nell Gullett, and Thomas H. Payne “Diversification Benefits of Real Estate Mutual

Funds,” presented at the annual meeting of the Academy of Financial Services, Seattle,

Washington, October 25, 2000.

Thomas H. Payne and James Philpot, “Performance of Urban Versus Rural Banks,” presented at the

annual meeting of the Southwestern Finance Association, San Antonio, Texas, March 11, 2000.

Thomas H. Payne and J. Howard Finch, “Effective Teaching and Use of the Constant Growth

Dividend Discount Model,” presented at the annual meeting of the Midwest Finance Association,

Nashville, Tennessee, March 26, 1999.

Thomas H. Payne, M. Boyer and J. Howard Finch, “Enhanced Assessment of Mutual Fund Risk: An

Application of Semi-Variance Risk-Adjusted Return Measures,” presented at the annual meeting

of the Southwestern Finance Association, Dallas, Texas, March 5, 1998.

Paper Presentations (Continued)

Thomas H. Payne and J. Howard Finch, “Surveys of Supply and Demand in the Market for

Entrepreneurial Capital,” presented at the Babson Entrepreneurial Research Conference, Boston,

Massachusetts, April 17, 1997.

Thomas H. Payne, M.E. Benefield and L.G. Perry, “Assessing the Motivation and Performance of

Bank Acquirers of Thrift Institutions,” presented at the American Society of Business and

Behavioral Sciences, Las Vegas, Nevada, February, 1996.

Thomas H. Payne and John Alvis, “The Perceived Relevance of Accounting Research: A Survey of

CPA Readership and Opinion,” presented at the Tennessee Society of Accounting Educators,

Nashville, Tennessee, 1996.

Thomas H. Payne and L.G. Perry, “Bank Holding Company Thrift Acquisitions: Reconciling

Motivation and Performance,” presented at the Eastern Finance Association, Richmond,

Virginia, April, 1993.

Thomas H. Payne and L.G. Perry, “The Reaction of Bank Holding Company Stock Prices to Thrift

Acquisition Announcements,” presented at the Southwestern Finance Association, San Antonio,

Texas, March, 1992.

D. Selected Recent Public/Professional Presentations, Training Sessions, and Speeches Note: Most recent year activities supportive of maintenance of qualification status are denoted

with an asterisk (*).

Provide speeches, seminars, courses and sponsored events to professional groups, banking schools,

civic clubs and academic, business, student, and professional organizations. Topics include bank policy

and regulation, economic forecasts and structural trends, globalization, small business and economic

development, leadership; strategic planning; education, the financial crisis, and financial literacy.

*Graduate School of Banking at LSU

(May 27 – June 6, 2013 and annually since 2009: Baton Rouge, Louisiana)

Monetary Economics (2013);

Managerial Decision Making and Strategy (2011 and 2012); and

Interpreting Economic Change (with Dr. David Kohl, 2009-2013);

The GSB at LSU professional banking school serves the U.S. Southern and Southeastern

regions.

*Barret School of Banking (May 19-25, 2013 and annually since 2000: Memphis, Tennessee)

Taught Bank Simulation (3rd year capstone course) and Financial Markets and Institutions;

member of the faculty (since 2000) of the Barret (formerly Mid-South) School of Banking. The

BSB serves bankers from Arkansas, Tennessee, Missouri, Mississippi and surrounding states.

University of Tennessee at Martin – Honors Day (April 14, 2013: Martin, Tennessee)

Presented 4 Essentials for Leadership

Business Career Day (March 27, 2013 and March 28, 2012: UT Martin)

Presented Strategies for Supercharging a Career with Dr. Ed Knight

*Tennessee Bankers Association School of Consumer Credit (March 3, 2013: Nashville, TN)

Presented session Evolving Trends in Retail Banking (1998-1999 and 2010-present)

Selected Public/Professional Presentations (continued)

Updated and wrote course materials including Evolving Trends in Retail Banking, Loan Pricing

and Structuring, and Retail Credit Analysis, Underwriting and Quality Assurance

Mexican Bankers Association (December 5, 2012: Monterey, Mexico)

Presented Economic Outlook for 2013: When Political Expediency Meets Economic Reality

*Alexander, Thompson Arnold CPAs Regional Bankers Workshop (August 16, 2012: Jackson, TN)

Presented a 3-hour session on The New Normal in Community Banking: Issues in Regulation,

Risk, and Profitability and Analyzing Economic Change - Where Globalization and Government

Policy Meet Main Street

Community Bankers Association of Alabama – Leadership Conference

(July 20, 2012: Nashville, TN) Presented Challenges and Opportunities for Bank Leadership

Financial Executives International (April 17, 2012: Memphis Tennessee)

Presented American Exceptionalism in the Age of Global Turbulence

Tennessee Bankers Association Credit Conference (February 10, 2012: Nashville, TN)

Presented U.S. Banking and the Future of Capitalism

Annually participate in this largest TBA conference with UT Martin banking students.

Student attendance is sponsored by the Dunagan Chair of Excellence, the Tennessee Bankers

Association and regional community banks.

WestStar Leadership Program (January 26, 2012: Brownsville, TN)

Presented Globalization, Change, and Economic Prosperity

Mexican Bankers Association (December 9, 2011: Monterey, Mexico)

Presented Economic Outlook for the U. S. and Mexico in Times of European Instability

Martin Rotary Club (October 20, 2011: Martin, TN)

Presented The Limits of Monetary Policy: Pushing on a String

Commercial Bank and Trust (September 13, 2011: Jackson, TN)

Presented The Economic Road Ahead

Union City Kiwanis Club (June 16, 2011: Union City, TN)

Presented Economic Outlook

Tennessee Bankers Association Strategic Technology Conference (April 26, 2011: Murfreesboro, TN)

Presented and moderated discussion on Maintaining Bank Efficiency in the Midst of Regulatory

Reform

Moderated session on Deploying Mobile Devices Across the Bank

Planning Committee/Conference Contributor (2002-present)

Tennessee Bankers Association Leadership Conference (April 19, 2011: Memphis, TN)

Presented Leading Your Bank through Economic and Political Turbulence

Selected Public/Professional Presentations (continued)

University of Orleans - France (March 9-12, 2011 and annually from 2004-2011: London,

England; Paris and Orleans, France) Visiting Professor: Led travel study and taught Financial

Analysis and Risk Management for University of Orleans Masters of European Management

and Masters in International Business students from around the world. UT Martin

undergraduate and graduate students participated in the class in conjunction with the annual

travel study trip to London, Orleans, and Paris. (January 26-30, 2004; March 11-20, 2005;

March 10-19, 2006; March 9-18, 2007; March 6-17, 2008: March 4-16, 2009; March 10-22,

2010; March 9-21, 2011)

Risk Management Association (February 24, 2011: Jackson, TN)

Presented Managing Risk: Headwinds for Financial Services

Leadership Jackson (February 3, 2011: Jackson, TN)

Planned and led 3-hour Strategic Planning Workshop for the Leadership Jackson Board of

Directors in cooperation with the Jackson Chamber of Commerce.

Union City Rotary Club (January 28, 2011: Union City, TN)

Presented Global Capitalism in the Post Crisis Economy

Mexican Bankers Association (December 9, 2010: Monterey, Mexico)

Presented Banking and Capitalism in the Post-Crisis Economy

Federal Reserve Bank of St. Louis (September 28, 2010: Memphis, Tennessee)

Presented an overview of the effects of the Dodd-Frank Wall Street Reform and Consumer

Protection Act. Served on a panel with John Carson, CEO - Morgan Keegan Inc.; Bryan

Jordon, President and CEO - First Horizon National Corporation; and David Hayes, President

- Security Bank.

West Tennessee Chamber of Commerce Seminar (June 17, 2010: Jackson, TN)

Presented Economic and Political Challenges in the Age of Turbulence: A Roadmap for

Leadership to chamber leaders at the regional seminar sponsored by the Tennessee Small

Business Development Center, the West Tennessee Business Resource Center, and the Jackson

Chamber of Commerce.

Union City Kiwanis Club (May 6, 2010: Union City, Tennessee)

Presented U.S. Education in the New Economy: Where Generation Y Meets Globalization

Tennessee Bankers Association Leadership Conference (April 20, 2010: San Destin, Florida)

Presented Banking in the Age of Turbulence: Challenges and Opportunities for Leadership

Tennessee Bankers Association Strategic Technology Conference (April 14-15, 2010:

Murfreesboro, TN) Presented session and moderated panel discussion: Is the Bleeding Edge

Now the Leading Edge?

UT Martin Freshman Experience (August 28-29, 2009: Martin, TN)

Presented The Three Most Common Financial Mistakes of Gen Y to all incoming Freshmen

Experience students.

Mid-South Agricultural Lending Conference (August 5, 2009: Martin, TN)

Selected Public/Professional Presentations (continued)

Presented Around the Corner and Down the Road: A Practical Guide for Economic Change with

David Kohl. Develop, sponsor and host this annual conference for bankers, regional

agricultural lenders, and customers. (Martin Tennessee: Conference held annually August

2002-Present)

Tennessee Governors School for the Agricultural Sciences (June 9, 2009: Martin, TN)

Presented A Look Inside the Federal Reserve

Mid-South Economic and Business Development Summit (June 9, 2009: Dyersburg, TN)

Presented Building a Bridge to the New Economy

Tennessee Jump$tart Financial Education Teachers Conference (June 3, 2009: Gatlinburg,

TN) Keynote Speaker: Building a Bridge to the New Economy: Where Generation Y Meets

Globalization!

Martin Kiwanis Club (April 22, 2009: Martin, TN)

Presented Economic Update

Tennessee Bankers Association Strategic Technology Conference (April 14-15, 2009: Murfreesboro,

TN) Presented session and moderated panel discussion: Is the Bleeding Edge Now the Leading Edge?

Making Smarter Technology Decisions in 2009.

South Fulton Rotary Club (February 3, 2009: South Fulton, TN)

Presented Economic Update

West Tennessee Accounting Conference (UT Martin: November 10, 2008)

Presented, with Richard Griffin, XBRL, Financial Reporting, and Analysis - Your World is About to

Change. Worked with Dr. Ken VanVuren to plan and host the conference in partnership with ECCE.

The 2008 focus featured auditing (with Dennis Dycus, Director of the Division of Municipal Audit

for the Office of the Comptroller of the Treasury), technology, tax, and accounting trends.

Goodyear Tire and Rubber Company (Union City, TN: July – October 2008)

Prepared, with Dr. Ernest Moser, Dean CBPA, and delivered training on globalization and economic

competitiveness to Goodyear managers and line supervisors. (July – October 2008)

Tennessee Jump$tart Coalition Annual Conference (Gatlinburg, TN: June 5, 2008)

Presented War of the Worlds: Generation Y, Financial Freedom & Consumerism to approximately

70 Tennessee school teachers as part of the Jump$tart personal finance training conference.

Tennessee Bankers Association Strategic Technology Conference

Member, STC Planning Committee (2003-present)

Program Moderator (Nashville, Tennessee: April 7-8, 2005; Panel Moderator/Presenter 2009).

West Tennessee Accounting Conference (November 8, 2007)

Presented The Economy and Structural Trends: A Financial Outlook for Accounting Advisors.

Planned and hosted through the department in partnership with accounting faculty and ECCE the

revised conference for practicing accountants. The WTAC focused on ethics, with Tennessee State

Board of Accountancy Interim Director Mark Crocker, technology, tax, and accounting.

Selected Public/Professional Presentations (continued)

Tennessee Jump$tart Coalition Annual Conference (Gatlinburg, TN: June 21, 2007)

Presented The 5 Most Common Financial Mistakes of Generation Y

Speaker Series: Jane Bryant Quinn, Author, Newsweek Columnist, and Personal Finance

Expert; (October 2, 2006)

Planned and co-sponsored this campus event, community reception, and meeting with student groups

emphasizing Money Matters: Financial Trends and the Ins and Outs of Personal Finance

CPA Workshop (September 20, 2006)

Presented The World Economy and the U.S. Outlook

United Community Bank of Western Kentucky (August 23, 2006)

Prepared assessment survey, analyzed performance, and delivered a strategic planning seminar and

working session for UCB executive staff and board of directors.

Governors School for Agricultural Sciences (July 2004-present: UT Martin)

Presented Personal Finance: The Appropriate Use of Credit and the Fundamentals of Investing and

applied economics sessions for high school students participating in the UT Martin Governors

School Program.

International Trade Symposium (UT Martin: April 18, 2005 and April 25, 2006)

Planned, hosted, and moderated sessions during the UT Martin International Trade Symposium with

the Center for Global Studies with a focus on export trade and economic development.

Southwest Decision Sciences Institute (Annual Meetings; 2004-2005)

Participated in academic sessions of the SWDSI

Weakley County Education Edge (2005-2009)

Participate in career days and serve with a workgroup supporting the Tennessee Scholars initiative in

Weakley County Schools.

Honors Graduate Program Workshop (November 19, 2005)

Presentation and roundtable discussion with students regarding graduate school preparation.

Freshman Experience Large Group Speaker - Colleges (October – November, 2005)

Presented Stop Exposing Yourself A Brief “How To” on Making The Financial System Work For

You! to all UTM Freshman Experience students.

CPA Workshop (UT Martin: September 28, 2005)

Presented “The World Economy and the U.S. Outlook”

Governors School for Agricultural Sciences (June 2004)

Group Study Project Leader for the Agricultural Economics (Aggie Entrepreneur) Group, with Drs.

Tom Greer and Joey Mehlhorn; taught sessions, arranged site visits and worked with students

interested in starting their own businesses.

Optimist Club (Martin TN: January 25, 2005) Banking Education and Partnerships

CPA Workshop (September 29, 2004)

Presented Economic Update for Attendees at the Annual UT Martin Accounting Workshop)

Selected Public/Professional Presentations (continued)

Strategic Technology Conference (April 14-15, 2004)

Moderated panel session on document imaging and processing technology

Financial Services Volunteer Corporation (Tirana, Albania: January 19-23, 2004)

Presented “Providing Excellent Customer Service” delivered two sessions of this course with Joe

Brasher, Community President, First State Bank - Sharon)

Dresden High School Presented “Credit and Careers” to junior and senior high school students

(Dresden, Tennessee: December 10 and 15, 2003)

Westview High School (Martin, Tennessee: November 25, 2003)

Presented Consumer Credit Uses and Abuses to high school economics students

UT Martin Nursing Department (UT Martin: October 23, 2003)

Presented Managing Your Credit to Nursing Freshman Studies students and faculty

Brazilian Professional Training (UT Martin: October 9, 2003)

Presented U.S. Banking Practices to the Brazilian delegation

CPA Best Practices Workshop – Business Development (UT Martin: October 8, 2003)

Presented Small Business Development: Expanding Benefits to Your Clients and Your Practice to

regional accounting professionals

Phi Chi Theta Professional Business Fraternity (UT Martin: October 7, 2003)

Presented How to Land a Job to business undergraduate students

Kiwanis Club (Martin, TN: September 25, 2003)

Presented Simple and Straight: Service Above Self

Westview Honors Banquet (Martin, TN: May 19, 2003)

Presented keynote address The Challenge of Leadership to high school students, faculty and

administrators.

Rotary Club (Martin, TN: May 29, 2003)

Presented The Tennessee Lottery – Implications for Higher Education

UT Martin Honors Program – Honors 112 (Fall 2003)

Developed and taught a 4-week session Global Economics as part of a team-taught Honors course

Building a Budget (UT Martin: February 25, 2003)

Prepared and presented, with Dr. Rhelda Barron, a session for UT Martin LEAD Academy students

and mentors on university and organizational budgeting.

City State Bank, Greenfield Banking Company, and Reelfoot Bank (November-December, 2002)

Worked with Banking Seminar students to prepare and present financial peer analysis reports for

bank presidents and financial officers.

First Citizens National Bank (Dyersburg, Tennessee: November 12, 2002)

Delivered keynote speech Service Leadership Matters at event honoring frontline personnel.

Selected Public/Professional Presentations (continued)

National Association of Insurance and Investment Advisors (Jackson, TN: November 8, 2002)

Presented Economic Trends at the monthly meeting of the NAIIA.

Missouri Southern State University (Joplin, MO: November 1, 2002)

Provided a peer assessment services, training, and review presentation for MSSC Business School

Advisory Board, administration and faculty.

AIB Bank Secrecy and Patriot Act Seminar (Martin, Tennessee: October 15 and 22, 2002)

Taught a 2-day seminar for bank compliance officers focusing on the Bank Secrecy Act and The

Patriot Act.

Budgeting for Student Organizations (Martin, TN: October 14, 2002)

Coordinated and taught, with Dr. Rhelda Barron, a seminar for UTM student leaders

Accounting Skills Workshop (Martin, TN: September 23, 2002)

Presented The Changing Role of the CPA in Investment Services

Summer Orientation Program (Martin, TN: June 27, 2002)

Served on UTM SOAR Parents’ Information Panel

Young Scholars Program (Martin, TN: June 19, 2002)

Presented programs on U.S. Currency and Managing Other People’s Money during the UT Martin

Young Scholars Program for minority high school graduates.

Paris-Henry County Chamber of Commerce (Paris, TN: June 3-6, 2002)

Assisted with the planning and promotion of Small Business Development Week. Served as a panel

member and presented Developing a Small Business Incubator.

West Tennessee Community Bank Presentations (Northwest TN: April, 2002)

Presented financial statement and peer review analysis at regional lending institutions with UT

Martin Seminar in Banking students.

UT Martin - Business and Public Affairs Week (Martin, TN: March 6, 2002)

Moderated panel discussion on Careers in Banking

Mckenzie Rotary Club (Mckenzie, TN: March 5, 2002)

Presented What Greenspan Really Means: Understanding ‘Fedspeak’

UT Martin Technology Showcase (Martin, TN: February 26, 2002)

Prepared and presented information on a new International Finance course to be taught in Quebec,

Canada using Internet, videoconferencing, and associated technologies.

UT-Martin International Banking Forum (Martin, TN: February 19, 2002)

Sponsored and moderated a panel discussion and forum with Albanian bank executives. Camden

Lions Club (Camden, TN: January 14, 2002)

Presented The Economic Future is not What it Used to Be

Selected Public/Professional Presentations (continued)

Community First Bancshares (Martin and Union City, TN: 2000-2002)

Provided peer and profitability comparison data to analysts and managers of Community First

Bancshares.

UT Martin Administration, Faculty, and Staff (Martin, TN: December 3, 2001)

Provided a presentation on the Financial Resources Section of the UT Martin SACS Report.

Logan and Associates (Chattanooga and Memphis, TN: 1997 and 2001)

Performed financial consulting pertaining to compliance, annual percentage rate, and

associated disclosure requirements under Regulation Z (Truth in Lending).

Martin Rotary Club (Martin, TN: September 14, 2001)

Presented Security Features of the New U.S. Currency

UT Martin Community Forum (Martin, Tennessee: June 22, 2001)

Moderated a panel discussion Mutually Assured Benefits: Perspectives from Russian and American

Bankers and Educators focusing on Russian transition to a free market economy. The panel

included two Russian bankers and representatives of the Financial Services Volunteer Corporation.

First Citizens National Bank (Dyersburg, TN: February 6, 2001

Presented seminar on Motivating and Developing a Winning Team to FCNB executive team.

UT Martin (November 6, 2000)

Presented Banking on the Euro to Business and Modern Foreign Language students and faculty.

Financial Management Association (Seattle, Washington: October 27, 2000)

Moderated a panel session and discussion Students as Fiduciary Portfolio Managers

First Citizens National Bank (Dyersburg and Union City, TN: September 26, 2000)

Delivered seminar Building an Effective Customer Service Team

Weakley County Chamber of Commerce (Sharon, TN: September 1, 2000)

Presented Making a Difference outlining activities of the Dunagan Chair of Excellence in Banking

and the College of Business and Public Affairs.

Japanese Student Group (Martin, TN: August 28-29, 2000)

Presented Banking and the United States Economy to visiting Japanese students.

Martin Rotary Club (Martin, TN: May 4, 2000)

Presented The TVA Investment Challenge: A Partnership in Student Experiential Learning

Tennessee Bankers Association (Franklin, TN: March 15, 2000)

Presented Continuing Professional Education and the AIB at the Human Resources Conference

UT-Martin Business Week Career Day (Martin, TN: March 6, 2000)

Presented Dr. Arnold Redman a panel discussion Opportunities in the Financial Services Industry and,

with Dr. David Franck, panel discussion on Small Business Management.

First Citizens National Bank (Dyersburg, TN: December 16, 1999)

Taught the AIB course Coaching to Win to members of the FCNB management team.

Selected Public/Professional Presentations (continued)

Baptist Student Union (Martin, TN: November 17, 1999)

Presented Dealing With Stress During Finals to UTM students.

Optimist Club (Martin, TN: November 9, 1999)

Presented Banking Education in the 21st Century

Social Studies Teachers’ Workshop (Martin, TN: September 18, 1999)

Presented Economic Change and the Financial Services Revolution to West Tennessee teachers.

Community First Bancshares (Martin, TN: August 26, 1999)

Taught Managing Change, an AIB seminar course, for the CFB management team.

First Citizens National Bank (Dyersburg, Tennessee: August 25, 1999)

Taught the AIB course Managing Change to members of the FCNB management team

Education Edge – West Tennessee Teachers Seminar (Martin, TN: July 21, 1999)

Presented Banking on Education: Ties to the Real World

Martin Rotary Club (Martin, TN: July 15, 1999)

Presented Innovations in Banking: A Focus on the Customer

American Private Enterprise Seminar (Fulton, Kentucky: May 5, 1999)

Provided a seminar session on Our Changing Economy to Kentucky high school students.

Merchants and Planters Bank Annual Business Conference (Bolivar, TN: April 14, 1999)

Presented Economic Forecasting and Employment Trends in Tennessee

Business Week UT-Martin (Martin, TN: April 5, 1999)

Moderated a panel session Banking and the New Financial Services Industry

Martin Kiwanis Club (Martin, TN: March 24, 1999)

Presented Deregulation and Change in the Banking Industry

Southwestern Finance Association (Houston, Texas: March 12, 1999)

Served on a panel of financial executives, educators, and regulators to present Assessing Off-Balance

Sheet Risk in the Banking Industry: Views From the Trenches; also served as a paper discussant.

Tennessee Bankers Association School of Consumer Credit (Nashville, TN: February 28, 1999)

Taught Trends in Retail Banking

Financial Management Association (Chicago, Illinois: October 15, 1998)

Moderated a panel discussion on Innovations in Banking Education at the national meeting of the

Financial Management Association.

CPA Accounting Seminar Series (Jackson, TN: September 22, 1998)

Presented Helping Your Small Business Client Use Financial Information at conference on

Improving the Accountants’ Professional Skills.

Consumer Health (Martin, TN: September 17, 1998)

Presented Consumer Credit and the Use of Credit Cards to UTM Education Majors.

Selected Public/Professional Presentations (continued)

Tennessee World Trade Center (Chattanooga, TN: March, 1998)

Presented Asian Financial Turmoil: Causes, Impact, and Management and served on a panel of

academicians and practitioners and provided an overview of the causes and potential solutions to the

Asian financial crisis.

Family Financial Planning (Chattanooga, TN: 1997)

Developed and presented, with Dr. John Fulmer, a financial planning seminar entitled Family

Financial Planning: Developing a Budget that Works.

Cherokee Region Financial Planners’ Association (Dalton, Georgia: 1997)

Presented The Future of Higher Education

Ringold Rotary Club (Ringold, GA: 1997)

Presented Changes and Challenges in Higher Education

Chattanooga Small Business Conference (Chattanooga, Tennessee: 1997)

Presented Value Creation in Small Businesses at the conference sponsored by Costello and Strain

CPAs.

Tennessee Valley Authority (Chattanooga, TN: July-August, 1995).

Prepared and presented a 12-hour seminar on options, futures, and swaps for TVA managers and

technical personnel.

V. Faculty and Teaching Development Activities

Graduate School of Banking at LSU (Attend and teach annually 2009-present: Baton Rouge,

LA)

Barret School of Banking (Attend and teach annually 1999 – present: Memphis, TN)

Tennessee Bankers Association Credit Conference (Teach annually 1998-present: Nashville, TN)

Tennessee Bankers Association School of Consumer Credit (Attend, write and edit curricula,

and teach opening session 2010-present: Nashville, TN)

Tennessee Bankers Association Strategic Technology Conference (Attend, coordinate sessions,

and serve on STC Planning Committee: 2003-present: Murfreesboro, TN)

Tennessee Society of Accounting Educators Annual Meeting (2008-2013: Brentwood, TN)

West Tennessee Accounting Conference (2007-present: Martin, TN)

Participated in ITS on-site and online training and developed Online MBA courses (2009-2010)

ATA Bankers Workshop (September 20, 2009: Jackson, TN)

Developed and delivered, with marketing colleagues Kevin Hammond and Ashley Kilburn, a

new online graduate class in Bank Marketing. Developed, implemented and co-administer, with

MBA Coordinator Kevin Hammond the new online MBA for Banking and Financial Services

Professionals. This successful program began its fifth cohort in January 2013.

Faculty and Teaching Development Activities (continued)

Developed an innovative dual credit program for Personal Financial Management (Finance 160)

with Extended Campus and Continuing Education, selected high schools, and the Hendrix Chair of

Excellence in Free Enterprise. The program was taught with high school teachers serving as

instructional associates. This collaborative project provided teachers with compensated training

during the summer and ongoing support during the academic year (2006-2010). The program is now

being revised with online instruction provided by Ms. Shirley Borden, CFA and UT Martin Lecturer

in Finance.

Developed a Financial Literacy Program for First-Year Initiative students with David Belote,

Assistant Vice Chancellor for Student Affairs, George Daniel, Director Student Success Center, and

Philip Young, Hendrix Chair of Excellence in Free Enterprise; contracted with outside vendor to

provide support for students, faculty mentors, and student leaders; provided entering Freshman

Experience students with a presentations on personal finance. (2006-2010)

Worked in cooperation with the Department of Modern Foreign Language, The Center for Global

Studies, International Studies, and the Office of Travel Study to develop an interdisciplinary program

inclusive of a Concentration in Global Finance within International Studies and an International

Lecture Series. The program integrates curriculum, partners with the local business community, and

provides travel study opportunities for students, faculty, and business mentors. Led an

interdisciplinary team to develop and submit a Title VI International Business Education Grant to

support those activities.

Worked, as chair of the Honors Council, with committee colleagues and the Honors Director to

enhance the UT Martin Honors Curriculum (2006-2008). The Honors Council, in cooperation with

UTM department chairs and faculty, increased the number and breadth of honors courses required

and available. The Council also revised the Honors Curriculum to enhance the research component –

inclusive a junior level research proposal presentation. The new requirements were phased-in

beginning Fall 2008.

Worked with finance colleagues and administrators to implement a Finance Major within the

BSBA; this was the first major degree program proposed and approved at UT Martin since 1998

[Major approved by UT Board of Trustees - July 2005]. The new major was implemented Fall 2006

with enrollment exceeding targeted goals.

Worked with CBPA Graduate Coordinator and members of the Graduate Committee to revise the

MBA curriculum. The new 35-hour curriculum, inclusive of 4-hour core/tools courses, was

approved by the CBPA faculty in 2003 and continues to serve UTM MBA students.

Developed and delivered the first on-line Managerial Finance course through UT Martin (Finance

301) offered to non-traditional and post-graduate/MBA students (2003).

Worked with finance colleagues to change the curriculum by adding an accounting requirement to

improve student preparation and marketability. Increased emphasis provided to financial statement

analysis and capstone course experiences involving teamwork, critical analysis, and written and

verbal communication skills. Currently working with finance and accounting faculty to prepare

students for professional exams and certifications. Designed, developed and implemented a new

graduate course in Banking and Financial Services – Finance 721 (2002); an innovative version of

the course was developed and implemented (2010).

VI. Public and University Service

A. UNIVERSITY SERVICE ACTIVITIES

Establish partnerships among area banks, professional organizations, and UT Martin students and faculty.

Work in cooperation with other UTM colleges and units including Honors Programs, Center for International

Education, Modern Foreign Languages, Ned Ray McWherter Institute, Travel Study/Study Abroad,

Extended Campus and Online Studies, Alumni Affairs, Athletics, Grants and Contracts, University Relations,

and the Development Office. Engage in University and College fundraising activities. Provide lectures to

combined interdisciplinary classes and student organizations. Provide opportunities for students and faculty

to interact with business leaders by recruiting guest speakers and facilitating student trips to financial centers.

Represent the Department and College of Business and Global Affairs at AACSB symposiums and academic

association meetings. Responsible for coordination and preparation of components of SACS, AACSB, and

THEC self-study reports and reaffirmation activities. Participate in student recruitment and related activities

including Senior Days, UTM Nights, Scholars Prospect Weekends, SOAR sessions, discussions with student

athletes and parents, and visits to area high schools.

University Service Activities - University of Tennessee at Martin (1998-Present)

From To

2014 Present AFEPS Departmental Promotion and Tenure Committee

2013 Present Faculty Manager – Ned Ray McWherter Institute

2013 Present Future Business Leaders of America – UTM Collegiate Chapter

2013 Present Chair, Finance Faculty Search Committee

2013 Present Parker Chair of Excellence Search Committee

2012 Present Co-Chair Mid-South School for Advanced Agricultural Lending Planning Committee

2012 Present West Tennessee Regional Entrepreneur Conference Committee (WestStar Affiliated)

2010 Present SACS Accreditation – Core Requirements Committee; Institutional Effectiveness

2010 Present UTM BA/BS Committee

2007 2013 Interim Department Chair, Accounting, Finance, Economics, and Political Science

2007 Present Project Leader with MBA Director Dr. Kevin Hammond - UTM Online MBA

Program for Banking and Financial Services Professionals

2006 Present Coordinator for Financial Literacy Initiative

2005 Present MBA Admissions Review Committee

2001 Present CBGA Graduate Committee

2000 Present AACSB Maintenance of Accreditation Effort (2005, 2010, ongoing)

2000 Present UT Martin Honors Council (Chair, 2002, 2006, and 2007)

2003 Present CBGA Strategic Planning Committee

2003 Present Faculty and Student Committee CBGA

2000 Present Faculty Advisor, Phi Chi Theta

1999 Present Dean’s Executive Committee

1999 Present UTM CIE International Travel Study Advisory Committee

1999 Present TVA Investment Challenge - Portfolio Advisory Board

2004 2012 UT Martin Regional Entrepreneurship and Economic Development (REED) Center;

Founder and Co-Administrator

2007 2011 Governors School for Agriculture and Applied Sciences – Program Presenter and

Chicago Trip Co-sponsor (Federal Reserve and CME/CBOT visits)

1999 2011 Freshman Studies Instructor/Advisor

2005 2009 Promotion and Tenure Committees - Engineering

2002 2008 Education and International Activities Committee

UNIVERSITY SERVICE ACTIVITIES - UTM (CONTINUED)

From To

2004 2007 Project Director and Co-Principle Investigator: Business and International Education

Grant (Title VI) residual funds expended and report completed 2007

2001 2007 Served on Departmental Promotion and Tenure Committees

2005 2006 University Calendar Committee

2005 2006 International Travel Task Force/Joint Venture Travel Coordinator Committee

2003 2005 Chair, Regional Entrepreneurship and Economic Development Center Planning

Committee and Grant Team

2005 2005 REED Center Coordinator Search Committee

2004 2005 Chair, Hendrix Chair of Excellence Search Committee

2004 2005 Promotion Committee - Agriculture

2004 2005 WestStar Leadership Program Participant/Graduate

2004 2005 UT Martin International Programs Task Force

2003 2004 International Business Education Grant Team

2000 2004 2006 Chair, UT Martin Regional Advancement Council

2003 2004 Graduate Essay Screening Committee

2003 2004 UTM-TVA (VPI) Power Facility Planning Team

2002 2004 SACS Follow-Up Committee

2002 2004 LEAD Academy Mentor (Levels I, II, and III)

2002 2003 Accounting Search Committee

2002 2003 Chair, UT-Martin Honors Council

2001 2002 Chair, Department of English Program Review Committee

2000 2002 Parker Chair of Excellence Search Committee

2000 2002 Hendrix Chair of Excellence Search Committee

1999 2002 Chair, SACS Financial Resources Committee

1999 2002 SACS Steering Committee

2000 2001 Chair, Accounting Faculty Search Committee

2000 2001 UT System Advisory Board on Research and Economic Development

Strategies Committee

2000 2000 Director of Institutional Research and Planning Search Committee

1999 2000 Instructional Resources and Responsibilities Committee

1999 2000 Advisory Committee on the Restructuring of Academic Units

1999 2000 University Scholar Advisor

1999 2000 Faculty Development Committee

1999 1999 Continuing Education Coordinator Search Committee

1998 1999 Vice Chancellor for Academic Affairs Search Committee

University Service Activities - University of Tennessee at Chattanooga (1992-1998)

From To

1998 1998 Chair, Finance Faculty Hiring Committee

1996 1998 Faculty Entrepreneurship Committee

1995 1998 Chair, Budget and Economic Status Committee

1995 1998 University of Tennessee Chattanooga Budget Committee

1995 1998 Dean’s Faculty Advisory Committee

1993 1998 Instructional Excellence Committee

1992 1998 Undergraduate Vision Committee

1996 1997 Handbook Committee

1996 1996 MBA Coordinator Search Committee

1995 1996 School of Business Graduate Curriculum Development Committee

1995 1996 Faculty Council

1994 1996 Classroom Technology Committee

VII. Recent Professional Recognitions, Sponsored Conferences/Events, Professional Societies

and Other Relevant Activities

A. Recent Recognitions and Awards

Graduate School of Banking at LSU – Eugene Spragens President’s Outstanding Faculty Award

(2013)

College of Business and Global Affairs Excellence in Graduate Teaching Award (2012)

College of Business and Global Affairs Research Award (2008)

B. Conferences and Sponsored Events

Mid-South Agricultural Finance Conference (August 7, 2013 and annually since 2002: UT Martin)

Plan, sponsor and host this annual event designed for bankers, regional agricultural lenders, and their

customers. Featuring nationally and internationally renowned agricultural economists and financial experts,

the conference has grown dramatically since its inception in 2002 (180 attendees in 2012).

Mid-South School for Advanced Agricultural Lending (August 4-7, 2013: UT Martin) co-directed in

partnership with the UTM Parker Chair of Excellence in Agriculture

Tennessee Bankers Association (2013 and service annually since 1994)

Credit Conference (General Session Speaker – February 10, 2012)

Annually attend this largest TBA conference with UT Martin banking students. Student attendance

sponsored by the Dunagan Chair, Tennessee Bankers Association and regional community banks.

Leadership Conference (Keynote Speaker - 2010 and 2011)

Southeastern School of Consumer Credit (Curriculum writer and instructor - 2010-present)

Strategic Technology Conference (Planning Committee Member/Presenter/Participant: 2010-present)

Human Resources Conference Committee (1997-2000)

American Institute of Banking Council and regional planning group member (1997-2005).

Tennessee Governors School for Agricultural and Applied Sciences (2004-2012)

Sponsor, through funds raised from the Agricultural Finance Conference, annual TGSAAS trips to

Chicago, St. Louis; arrange visits to the Federal Reserve Banks. Work annually with CAAS faculty and

provide presentations on finance, banking and the economy.

London, Paris, Orleans Travel Study (March, 2011 and annually since 2004)

Developed and teach Financial Analysis and Risk Management to UT Martin finance students and

University of Orleans Masters of European Management students. Taught on-site at the University of

Orleans allowing UT Martin students to interact with their peers from around the world. Led associated

travel study to London, Paris, and Orleans.

Dunagan Chair of Excellence Speaker Series (1999-present)

Sponsor, often in cooperation with University Honors Programs, the CBGA, Department of Accounting,

Finance, Economics and Political Science, the Center for International Education, Student Success, and

regional banks, a speaker series focusing on finance, banking, and the economy.

Greg Gonzales, Commissioner, Tennessee Department of Financial Institutions; Financial Services

Regulatory Forum (UT Martin, September 27, 2012).

Lee Wetherington, Jack Henry Inc., noted technology and payment system expert (UT Martin November

2, 2010; UT Martin, November 19, 2009; (Honors Speaker); and Jackson, TN November 3, 2010)

Julie Stackhouse, Senior Vice President and Managing Officer of Banking Supervision and Discount

Window Lending for the Federal Reserve Bank of St. Louis. From Crisis to Recovery: The Reshaping of

the Financial and Regulatory System (UT Martin, February 4, 2010)

Greg Gonzales, Commissioner of the Tennessee Department of Financial Institutions; Gonzales (UT

Martin, December 18, 2008 and December 7, 2007).

U.S. Senator Paul Sarbanes (Retired)

Planned with Honors Programs and campus partners this event featuring the co-author of Sarbanes-Oxley,

the most important regulatory reform act since the New Deal (February 18, 2008)

Jane Bryant Quinn, Author, Newsweek Columnist, and Personal Finance Expert

Planned and co-sponsored this campus event, community reception, and meeting with student groups

emphasizing Money Matters: Financial Trends and the Ins and Outs of Personal Finance (October 2,

2006)

John Butler,Vice President Nashville Chamber of Commerce

Co-sponsored presentation on Global Markets and Local Communities: Adversaries or Allies? (October 4,

2005)

Ms. Leslie Schweitzer, Senior Trade Advisor, U.S. Chamber of Commerce

Co-Sponsored, with the Center for Global Studies, “International Trade: Tennessee's Key to the Future”

(April 25, 2005)

Lee Wetherington, Financial Technology Specialist

Sponsored campus-community dinner and speech focusing on identity theft, risk exposure, and

technology in banking. (June 6, 2005)

Dr. Sue Bies, Governor, Federal Reserve Board

Sponsored Behind the Scenes at the FOMC - How the Federal Reserve Determines Monetary Policy

http://www.federalreserve.gov/BoardDocs/Speeches/2005/20050207/default.htm. Sponsored reception,

community meeting, and speech with University Honors Programs. (February 7-8, 2005)

Kevin Lavender, Tennessee State Commissioner of Financial Institutions (March 31, 2004)

Sponsored program on Banking Regulation and Education and moderated banker panel discussion.

Dr. William Poole, President – Federal Reserve Bank of St. Louis

Sponsored Productivity Puzzles – the first major event held in the renovated Watkins Auditorium (Martin,

Tennessee: October 26, 1999)

National Association of State Boards of Accountancy: (2009-present: Martin, TN)

Sponsor and host student/faculty sessions with senior NASB examination and CPA licensure officials on

Everything You Need to Know About Becoming a CPA for accounting students.

West Tennessee Manufacturers Leadership Meeting (February 19, 2010: Martin TN)

Hosted, with UT Martin Chancellor Tom Rakes, UT Center for Industrial Services, and UTM College of

Engineering and Natural Sciences, a session to provide information on UTM/UT services and obtain

feedback from regional manufacturing leaders.

Phi Chi Theta – Beta Chi Chapter: (April 22-24, 2010: Chicago, Illinois)

Led, as Chapter Advisor (since 2002), this professional student organization trip. Visits included the

Chicago Mercantile Exchange/ Chicago Board of Trade, the Federal Reserve Bank of Chicago, and

meetings with Chicago area alumni. Prior group trips to New York City (2004) and regional-national

officer/advisor conferences annually since 2003.

West Tennessee Bankers Appreciation Luncheon (November 18, 2009: Martin, TN)

Hosted this session and program featuring Lee Wetherington, Director of Strategic Insight for

ProfitStars/Jack Henry, lecture Banking out of Recession: The Strategic Opportunity of a Lifetime.

West Tennessee Accounting Conference (2009-present)

Assist Dr. Mary Geddie, ATA Professor of Accounting Information Systems and Internal Controls, and

accounting faculty to host this annual departmentally-sponsored CPE conference for accounting

professionals. Host fee-for-service Tax and A&A training sessions for ATA accounting professionals.

Regional Economic Development Institute Conference: (October 28-30, 2009: Jackson, TN)

Participated in the conference and served on the institute/conference planning committee for this

Southwest Tennessee Development District project.

C. Other Activities Supportive of the University Mission

AACSB and SACS Accreditation Support

AACSB Accreditation Activities: Regularly participate in AACSB conferences and symposiums. Worked

with Deans Young and Moser and assisted in the preparation of documents and evaluation tools; met with

onsite visitation teams; actively work with other administrators and faculty on related strategic planning

and assessment processes. Work with faculty committees and dean in preparation for reaffirmation visits;

met with onsite consultants in 2000 and 2008 and reaffirmation teams in 2005 and 2009 as a member of the

College of Business and Global Affairs leadership team. Wrote sections and chaired Financial Resources

Committee and served on SACS Steering Committee (1999-2002) and SACS Core Requirements

Committee (2010-2013) prepared sections on Institutional Authority/Charter and Institutional

Effectiveness.

Recent AACSB Conferences and Meetings Include:

AACSB International Conference and Annual Meeting (April 7 – 9, 2013: Chicago, IL)

AACSB International Conference and Annual Meeting (April 29 – May 1, 2012: San Diego, CA)

AACSB Department Chair Seminar (April 27-28,2012: San Diego, CA)

AACSB International Conference and Annual Meeting (April 28 – 30, 2011: New York, NY)

AACSB Reaffirmation Team UT Martin Site Visit (February 21-23, 2010: Martin, TN)

Meetings with Consultant and Team Chair, Dr. David Martin (April 23-24, 2009: Martin, TN)

AACSB Continuous Improvement Conference (September 30 - October 3, 2009: Baltimore, MD)

AACSB Continuous Improvement Conference (September 16-18, 2007: St. Louis, MO)

AACSB Strategic Planning Workshop (Tampa, Florida: January 23-24, 2006)

AACSB Business Accreditation Seminar (June 19-20, 2003: St. Louis, MO)

AACSB Effective Strategic Planning Conference (Atlanta, GA: January 23-25, 2002)

AACSB Continuous Improvement Symposium: Scholarship of Teaching (St. Louis, MO: October 7-9, 2001)

AACSB Continuous Improvement Symposium (Tampa, FL: September 16-19, 2000)

AACSB International Conference and Annual Meeting (San Diego, California: April 9-11, 2000)

AACSB, Continuous Improvement Symposium (Minneapolis, MN: September 12-14, 1999)

Faculty and Student Recruitment Activities

Faculty Recruitment: Successfully recruit and hire new faculty in a diversified department.

Accounting: Raised private funds and recruited the department’s first accounting professorship. Hired Dr.

Mary Geddie, CPA, as the Alexander Thompson Arnold Assistant Professor of Accounting Information

Systems and Internal Controls (2009). Hired Ms. Darlene Adkins, CPA, Lecturer in Accounting (2011).

Political Science: Assessed faculty needs upon Political Science merger with AFEPS in July 2009. With

outstanding support from the Dean and VCAA; hired Bryan Parsons who joined the Political Science

faculty in January 2010. Gained approval for a position in Comparative Politics and hired Dr. Kim in 2011.

International Studies: Proposed, and gained approval for, and hired Sandra Koch as International Studies

Program Coordinator and Lecturer in 2011.

Economics: With support from the Dean and VCAA, obtained approval for a new faculty line in

economics. Hired Dr. Glenna Sumner, Associated Professor of Economics, into the new position in 2011.

Hired Dr. Darshak Patel, Assistant Professor of Economics, in 2012. Requested additional position in 2013.

Finance: Hired Shirley Borden, a professionally qualified (PQ) Certified Financial Planner (CFP) and

MBA, to teach personal finance (Finance 160); she also teaches an online dual enrollment course and

works with high school teachers to promote financial literacy in West Tennessee.

Student Recruitment/Placement

Participation in Senior and Preview Days; fundraising for student attendance at conferences; BancorpSouth

sponsored speaker series; finance brochure design and printing; high school recruitment efforts;

participation in regional recruiting trips for both undergraduate and graduate programs; participation in

Skyhawk athletic recruitment efforts with parents and student athletes. Participation in SOAR and

Freshman Orientation sessions and Scholars Prospect Weekends. Served as faculty member of the

Tennessee Governor’s School for Agricultural Sciences which provides an opportunity for 75 high school

juniors from across the state to visit UT Martin; connect UTM students with regional financial institutions

and corporations for internships and permanent positions. Assist students with resume development and

company contacts; coordinate on-campus interview sessions with regional firms.

Fundraising and Grant Activities

ATA Professor of Accounting Information Systems and Internal Controls

$60,000+ (2008 and ongoing) Proposed, developed and secured (with UT Martin Development Office)

UT Martin’s first Accounting Professorship; $15,000/year commitment from Alexander Thompson

Arnold and Mr. Art Sparks; gift agreement signed 2008; Dr. Mary Geddie, ATA Assistant Professor of

Accounting Information Systems and Internal Controls, hired January 2009.

Kelly Murray Investment Management Fund - Trading Room and Portfolio

$340,000 (2009 and ongoing) Worked in cooperation with the Murray family/friends, finance faculty, and

the UTM Development Office to sustain, and build upon the success of, the UTM TVA Investment

Challenge Program. The Kelly Murray Investment Management Fund serves as a legacy to a much-loved

student and, coupled with already established student-managed TVA Investment Portfolio (market

capitalization of approximately $400,000), will enhance hands-on investment management experience and

training for future finance students.

College of Business and Global Affairs/Clayton McWhorter

$2M deferred gift (2008) Planned, wrote, presented, and secured with Dean Ernest Moser, Hendrix Chair

of Excellence Philip Young, and Vice Chancellor for Development Len Solomons, a proposal for a

CBGA Experiential Learning Center; $2M agreement completed in 2008 with $500,000 cash gift in 2011.

UT Martin Regional Entrepreneurship and Economic Development (REED) Center

$200,000+ (2004-2006) Founder, UTM REED Center; sought and secured initial funding to promote small

business growth, economic development and training in West Tennessee. Worked with Janet Ward, former

special program assistant to the Dunagan and Hendrix Chairs of Excellence, Hollie Holt, former Executive

Director of the Martin Economic Development Committee, the City of Martin, and bank and community

leaders to secure over $200,000 in grants (inclusive of $60,000 in USDA facilities funding), and gifts from

regional banks, businesses, and government agencies.

FUNDRAISING AND GRANT ACTIVITIES (CONTINUED)

Rural Business Enterprise (U.S. Department of Agriculture)

$50,000 (Awarded 2007) Grant for FY 2008-2009 supporting the REED Center in its efforts to increase

the range of services offered and expand its operational area. These funds expanded consultation and

seminar services and provided a wide range of seminars and services including eCommerce, business

software, market research, and basic financial literacy. The grant was written with Hollie Holt,

REED/TSBDC Director, and Philip Young, Hendrix Chair of Excellence in Free Enterprise.

Regional Development

Assisted, as Chair of the Martin Industrial Board and member of the Board of Directors, Weakley County

Economic Development Board, in procuring funds for economic development in Weakley County,

Tennessee. Recent grants, loans and commitments totaling over $1.5M provided for the construction of a

100,000 square foot spec building for county industrial development. Worked with city and county boards

to direct $300,000+ in Tax Increment Financing (TIF) for retail development.

Conference and Speaker Series Sponsorships

$5,000 - $12,000 (annually) Year-on-year multiple commitments ranging from $1,000-$5,000 per

program. Annual funding through bank sponsorships supports student attendance at professional

conferences (including the annual Tennessee Bankers Association Credit Conference) and a Speaker

Series (often in cooperation/conjunction with University Honors Programs). Also obtain annual

sponsorship support for the Dunagan Chair’s Mid-South Agricultural Finance Conference. This annual

conference is held at UT Martin and has grown to over 200 attendees and sponsors.

Business and International Education (U.S. Department of Education: Title VI)

$165,000 (Awarded June, 2004 for FY 2005-2008)

Project Director and Co-principle Investigator - With a total budget of $371,744, the “Global Business

Education Through Partnerships Program: Internationalizing UT Martin’s Business Curriculum and the

West Tennessee Business Community” grant enhanced global awareness in West Tennessee and provided

students, faculty, and business mentors with international travel study experiences. Worked with Dean

Ernest Moser and faculty to reshape global education and training priorities; provide student opportunities

to learn about other cultures, languages, and business environments; and facilitate partnerships with

business leaders from other countries in cross-cultural training programs. Programs initiated under this

grant are ongoing and college was recently renamed in 2010 as the College of Business and Global

Affairs having incorporated the Center for International Education. The International Studies degree

program along with International Business are now housed in AFEPS

University of Tennessee Capital Campaign

Working in cooperation with Vice Chancellor for Development Len Solomons, CBGA Dean Ernest Moser,

and other staff on fundraising projects supporting Accounting, Political Science, International Studies, and

Finance. Endowments and proceeds will support faculty professorships and faculty/student development.

Program and Curricular Development

Supported and led curricular changes and associated course development activities in the College of

Business and Global Affairs and the Department of Accounting, Finance, Economics and Political Science.

Recent revisions included strengthened prerequisite/admissions standards for students pursuing the BSBA

degree and associated majors; development of new concentrations in International Studies (Business and

Economic Development) and Political Science (International Security Studies); implementation of the

Legal Studies Minor in Political Science; delivery of hybrid (online/live) courses in Economics, Finance,

and Accounting; implementation of Accounting Meet the Firm Day, Mock Interview Day, resume and

interview workshops, and associated activities facilitating student internships and career placement;

initiated proposal, with Political Science faculty, for Masters in Public Policy (2013).

Developed, implemented, and co-administer, with MBA Coordinator Kevin Hammond, the online MBA

for Banking and Financial Services Professionals. This successful program began its fifth cohort in

January 2013. Teach an online course in Banking and Financial Services and team-teach a course with

marketing colleagues Kevin Hammond and Ashley Kilburn in Bank Marketing.

Developed an innovative dual credit program for Personal Financial Management (Finance 160) with

Extended Campus and Continuing Education, high schools, and the Hendrix Chair of Excellence in Free

Enterprise. The program was developed with high school teachers serving as instructional associates.

This collaborative Dunagan/Hendrix Chair project provided teachers with compensated training during the

summer and ongoing support during the academic year (2006-2010). Shirley Borden, CFP, now instructs

online and live courses in personal finance and directs personal financial educational efforts; currently

pursuing a campus-wide initiative to promote financial literacy among undergraduate students.

Developed a Financial Literacy Program for First-Year Initiative students with David Belote, Assistant

Vice Chancellor for Student Affairs, George Daniel, Director Student Success Center, and Philip Young,

Hendrix Chair of Excellence in Free Enterprise; contracted with outside vendor to provide ongoing

support for students, faculty mentors, and student leaders; provided entering Freshman Experience

students with presentations on personal finance. (2006-2007)

Worked in cooperation with the Department of Modern Foreign Language, The Center for Global Studies,

International Studies, and the Office of Travel Study to develop an interdisciplinary program inclusive of

a Concentration in Global Finance within International Studies and an International Lecture Series.

The program integrates curriculum, partners with the local business community, and provides travel study

opportunities for students, faculty, and business mentors. Led an interdisciplinary team to develop and

submit a Title VI International Business Education Grant to support those activities.

Chaired the Honors Council and worked with committee colleagues and the Honors Director to enhance

the UT Martin Honors Curriculum (2006-2008). The Honors Council, in cooperation with UTM

department chairs and faculty, increased the number and breadth of honors courses required and available.

The Council also revised the Honors Curriculum to enhance the research component – inclusive of a

junior-level research proposal presentation.

Worked with finance colleagues and administrators to implement the new Finance Major; this was the

first major degree program proposed and approved at UT Martin since 1998 [Major approved by UT

Board of Trustees - July 2005]. The new major was implemented in Fall 2006 with enrollment now at

approximately 100 and exceeding targeted goals.

PROGRAM AND CURRICULAR DEVELOPMENT (CONTINUED)

Worked with CBPA Graduate Coordinator and members of the Graduate Committee to revise the MBA

curriculum. The new 35-hour curriculum, inclusive of 4-hour core/tools courses, was approved by the

CBPA faculty in 2003 and continues to serve UTM MBA students.

Developed and delivered the first on-line Managerial Finance course through UT Martin (Finance 301)

offered to non-traditional and post-graduate/MBA students (2003).

Worked with finance colleagues to change the curriculum by adding an accounting requirement to

improve student preparation and marketability. Increased emphasis provided to financial statement

analysis and capstone course experiences involving teamwork, critical analysis, and written and verbal

communication skills. Work with finance and accounting faculty, practicing professionals, and

national/state boards to promote professional exams and student/graduate certifications.

Designed, developed and implemented a new graduate course in Banking and Financial Services

Finance 721 (2002). Developed and implemented online version of the course in 2010.

D. RECENT LEADERSHIP POSITIONS AND PROFESSIONAL AFFILIATIONS

Chair, Martin Industrial Development Board (2000-present)

Director, Weakley County Economic Development Board (2005-present)

Board of Trustees, WestStar Leadership Program (20010-2013)

Planning Board and Grant Team, Northwest Tennessee Business Accelerator (2011-2012)

Member (1998-Present), Vice President (2002-2003), President (2003-2004), Martin Rotary Club

Member, President (2006-2007), Program Chair (2005-2006), Board Member (2004-2008);

Southwestern Finance Association

Advisory Board, First Citizens National Bank, Martin

Selection Committee, Weakley County Chamber of Commerce – Small Business of the Year

Council Member, P-16/Education Edge Council, Weakley County, Tennessee

Deacon, Finance Committee Member, Sunday School Teacher, Martin First Baptist Church

Member, Federal Reserve Bank of St. Louis Regional Educational Advisory Board

Planning Committee, Tennessee Bankers Association Strategic Technology Conference

Faculty Member, Barret School of Banking, Memphis, Tennessee

Faculty Member, Graduate School of Banking at LSU

Faculty Member, Southeastern School of Consumer Credit

Faculty Member, Southeastern School of Banking (upcoming 2013)

Faculty Advisor, Foundation Board (2004-2009), Phi Chi Theta Professional Business Fraternity

Phi Chi Theta National Advisor of the Year-2002

Beta Gamma Sigma

Weakley County Chamber of Commerce

Tennessee Bankers Association

Financial Executives International

American Accounting Association

Financial Management Association

E. PUBLIC/PROFESSIONAL LEADERSHIP POSITIONS

WestStar Board of Directors (2010-2013)

Journal of Financial Research – Associate Editor (2013 – Present)

Tennessee Small Business Development/REED Center (2004-2012)

Founder, UTM Regional Entrepreneurship and Small Business Development (REED)

Center (2004); Co-supervising director with Hendrix Chair of Excellence (2005-2012)

Martin Industrial Development Board (2000-present)

Chairman (2002-Present)

Vice President and Secretary (2000-2002)

Weakley County Economic Development Board (2005-present)

Director (2005-Present)

Chair, Education and Workforce Development Committee (2005-2010)

Tennessee Bankers Association (1995-present)

Southeastern School of Banking: Instructor (2013-present)

Southeastern School of Consumer Credit: Curriculum Writer and Instructor (2009-present; 1998-1999)

Strategic Technology Conference Planning Committee (2002-present)

Human Resources Conference Planning Committee (1997-2001)

Martin Rotary Club (1998-present)

Chair, Rotary Foundation Committee (2013-Present)

President (2003-2004)

Vice President (2002-2003)

Board of Directors (2000-2005)

Chair, Student Exchange Committee (2005-2009)

Chair, Rotary Foundation Committee (2013-present)

Weakley County Chamber of Commerce (1999-present)

Small Business of the Year Selection Committee Chair (April 2002 – 2009; 2012)

Graduate School of Banking at LSU (2009-present)

Faculty Member (2009-present)

Mexican Bankers Association Educational Partnership (2010-present)

Barret School of Banking (1999-present)

Faculty Member and Capstone Course Instructor (1999-present)

Southwestern Finance Association (1992-present)

President (2006-2007)

Vice President and Program Chair (2005-2006)

Board of Directors (2003-2009)

Editor, Proceedings of the Southwestern Finance Association (2004-2005; 2009)

Weakley County Public Schools (2001-present)

Education Edge/Tennessee Scholars Board of Directors (2008-2012)

FCCLA Advisory Board – Dresden High School (2005-2011)

Assistant Soccer Coach: Westview Lady Chargers (2001-2003)

Westview Charger Football - PA Announcer (2010-present)

Journal and Publisher Service Activities

Journal of Financial Research Associate Editor (2013-present)

Journal of Economics and Finance Education Editorial Board; Reviewer (2004 - 2008)

Journal of Business and Economic Perspectives Review Board (1998 – present)

Research Journal of Business Disciplines Review Board (2002)

Journal of Business and Behavioral Sciences Review Board (2000-2002)

Houghton Mifflin Company Reviewer (2000-01, 2003-2004)

Midwest Finance Association Vice President for Local Programs (1999)

West Publishing Reviewer (1996-1997)

Martin First Baptist Church (1998-present)

Sunday School Teacher and Deacon (2002-present)

Personnel Committee (2004-2007; Chair, 2006-2007)

Finance and Budget Committees (2012-present; 2000-2002)

Phi Chi Theta Foundation (2006-2009)

Board Member (2006-2009)

First Citizens National Bank Advisory Board (2002-2011)

Financial Services Volunteer Corporation

Local Project Coordinator and Consultant - Banker Internship/Training Programs (2001-2009)

VIII. International Travel/Experience

France (Orleans and Paris) and London

Developed and teach an international finance course focusing on Financial Analysis and Risk

Management to UT Martin finance students and University of Orleans Masters of European

Management students. This course is taught on-site at the University of Orleans allowing UT Martin

students to interact with their peers from around the world. Led associated travel study trip to Paris,

Orleans, and London. (2004, 2005, 2006, 2007. 2008, 2009, 2010, 2011)

Monterey, Mexico

Provide annual speech to the Mexican Bankers Association (December 2009-2013)

Beijing, China

Served as a member of a UT Martin Delegation, with UT Martin Chancellor Dunagan and Center for

Global Studies personnel, to develop partnerships with Chinese universities. (October 6-10, 2006)

Russian and Ukrainian Banker Training and Internship Program

Coordinated and sponsored with FSVC and regional banks a program for credit risk management for

Russian and Ukrainian Bankers in Nashville, Martin, and West Tennessee. (June 6-10, 2005)

Tirana, Albania

Developed and taught “Providing Excellent Customer Service in Banking: Transitioning from Public to

Private Ownership” with Joe Brasher, Community President – First State Bank. This one-week course

was designed to assist approximately 100 managers and executives of the Savings Bank of Albania to

enhance customer service and compete in a free market environment. The institution was privatized in

2004. (January 19-24, 2004)

International Travel/Experience (continued)

Japanese and Brazilian Delegations

Provided lectures to student and professional delegations from Japan (2001 and 2002) and Brazil (2003)

on the U.S. banking system and financial services industry.

Italy

Traveled with family and friends to Italian cities of Rome, Venice, Florence, Naples, Pompeii and

Assisi. (Summer, 2003)

Chicoutimi, Canada

Served as part of a UT Martin delegation, with Frank Black, Vice Chancellor for Academic Affairs, and

Paul Crapo, Department Chair of Modern Foreign Languages. Established student and faculty

exchange agreements with the University of Quebec at Chicoutimi. (Winter 2002)

Germany, France, Spain

Served as part of a UT Martin delegation with Chancellor Nick Dunagan and Modern Foreign

Languages Department Chair, Paul Crapo to the Technical University of Braunschwieg (Germany), the

University of Alicante (Spain), and the University of Orleans (France). Agreements were signed with

the each of the universities to facilitate course offerings and student/faculty exchange. (Spring 2001)

Russian and Albanian Banker Internship Program

Partnered with the Financial Services Volunteer Corporation, First State Bank, and other regional

financial institutions to provide 2-week training programs to Russian and Albanian bank managers.

This program has provided opportunities for UT Martin students and faculty to interact with these

international bankers. (Summer 2001-Present)

London, England

Taught International Finance through the Cooperative Center for Study Abroad to students from UT

Martin and other U.S. universities. The intensive two-week program included cultural excursions to

Dover, Stratford, and other locations and business visits/presentations by representatives of Lloyds of

London and the Bank of England. (Winter 2000-2001)

China

Accompanied EMBA students and visited numerous cities in China including Beijing, Xian and Hong

Kong (prior to its reversion to China) as a faculty member in the UT Chattanooga Executive MBA

Program. Met with Chinese business executives and government leaders along with other UTC faculty,

administrators, graduate students, and former Federal Reserve Board of Governors Member, Dr. Susan

Phillips (Summer, 1995)