Education
- D.B.A., University of Memphis
- Finance Concentration
- Applied Economics and Marketing Minors
- Dissertation: Asset Management in Independent Mission Agencies
- M.B.A. in Finance, The Ohio State University
- B.S.B.A. in Business/Economics, The Ohio State University
- Certified Treasury Professional (CTP)
Selected Publications
- With Matthew Hill (Arkansas State University) and Terry S. Maness (Baylor University), co-authored textbook, Short-Term Financial Management, 6th Edition, forthcoming 2021. Publisher: Cognella Academic Publishing (540 pp.)
- Authored an invited chapter entitled “Treasury, Cash, and Liquidity Management in Nonprofit Organizations,” in the research handbook, Financing Nonprofits, 1st Edition, (Routledge, 2020).
- Lead author, with Jo Ann Hankin, Alan Seidner, and Tim O'Brien, Financial Management for Nonprofit Organizations: Policies & Practices (New York, John Wiley & Sons, Third Edition, 2018). (715 pages).
- Lead author, with Alan Seidner, Cash and Investment Management for Nonprofit Organizations (New York, John Wiley & Sons, April 2007). (432 pages)
- “Development and Finance: A House Divided?” Advancing Philanthropy (Spring 2014): 62-63. Co-authored.
- “Teaching with CRJ Cases in Finance,” Case Research Journal 33(Winter 2013): 173-187. Co-authored.
- “Building the Oil Supply and Stocking the Storehouse: Cash Reserves Prove Their Worth in the New Millennium, ECFA Focus on Accountability (Second Quarter 2011): 3-5.
- “Nonprofit Financial Objectives and Financial Responses to a Tough Economy,” Journal of Corporate Treasury Management 3(May 2010): 238-248.
Selected Presentations
- “How Can Nonprofits Monitor Financial Sustainability,” Abstract published in the Proceedings of the Academy of Business Research Spring Conference (New Orleans, March 23-25, 2016).
- “Moving Beyond “Months in Cash:” A Financial Health Index for Achieving Financial Sustainability,” paper presented at the Association for Research on Nonprofit Organizations and Voluntary Action (ARNOVA) annual meeting, Chicago, IL, November 19, 2015.
- Presented “Finance & Fundraising Financial Analysis & Planning Metrics” at the first annual Development and Finance Symposium, co-sponsored by the Rice University Center for Philanthropy & Nonprofit Leadership and the Association of Fundraising Professionals International, June 12, 2013 (Houston, TX). Also presented updated and expanded version, “Meeting of the Minds Around Metrics,” at the second annual conference, May 2014, at the third annual conference, June 2015, and at the fourth annual conference, June 2016.
- Facilitated seminar “Taking the Pulse of Your Organization’s Financial Health,” for nonprofit executive directors and board members (Orrville, OH: Everence, Northeast OH Development Roundtable, April 3, 2014).
- Facilitated seminar “Financial Analysis for Nonprofit Leaders” (Indianapolis, IN: School of Public & Environmental Affairs & Center on Philanthropy, December 4-5, 2009; April 15-16, 2011; May 11-12, 2012; and May 17-18, 2013; St. Augustine, FL, for The First Tee leadership team, January 23-24, 2014).
- “Nonprofit Solvency Measures: Evidence from Poland,” paper presented at the Association for Research on Nonprofit Organizations and Voluntary Action (ARNOVA) annual meeting, Indianapolis, IN, November 15, 2012. Co-authored.
- “Nonprofit Financial Consultancy in a Finance Course,” paper presented to the Society for Business Research annual meeting, Nashville, TN, November 1, 2012.
- “Nonprofit Financial Management,” Special Session, Academy of Economics & Finance annual meeting, Jacksonville, FL, February 11, 2011.
Related Experience
- Professional Certification: Certified Treasury Professional (CTP, earned in 2003; formerly Certified Cash Manager). Earned recertification in 2015, extends from 2015-2018; next recertification in 2018. First certified as a Certified Cash Manager (CCM) in 1989, gaining permanent certification in 1995.
- Speaker, Drury University Nonprofit Communications Conference
Professional Organizations
- Association for Research on Nonprofit Organizations & Voluntary Action (ARNOVA)
- Editorial Review Board, Nonprofit and Voluntary Sector Quarterly, 2007-2016
- Financial Management Association
- Financial Education Association
- Christian Business Faculty Association
- Strategic Planning Committee, 2012
- Christian Finance Faculty Association
Honors and Awards
- Received SBU Merit Bonus Award, 2018
- Received SBU Michael Awad research grant to present research on nonprofit financial health at two academic conferences; 2015-2016
- Selected as an expert panelist to guide development of new Nonprofit Finance Certificate for Rice University’s Center for Philanthropy and Nonprofit Leadership, Summer 2011. Continue to serve as a member of the national “Academic Advisor” team on an ongoing basis.
- Selected as an expert panelist for IUPUI Center on Philanthropy grant-financed survey of nonprofits’ financial information needs, Summer 2010 – Summer 2011 (The Moody’s Foundation).
- Selected for membership on the Charity Navigator Advisory Panel, 2010.
- Co-authored textbook Short-Term Financial Management selected by the Association for Financial Professionals as primary text for delivering the national Corporate Treasury Management Program, 2005-2010.
Church/Community Service
- Attends Assembly of God, Brighton
- Occasional Wednesday night and Sunday adult Bible study teacher
- Usher
- 7:14 Faculty/Staff Prayer (SBU)