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Welcome to the Academy of Financial Service’s
2019 Annual Meeting
being held in Minneapolis, Minnesota in conjunction with
FPA’s Annual Conference 2019
. This is the full agenda for AFS. For details on FPA items, visit their
Full Schedule
. Please report any errors to
support@academyfinancial.org
.
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Break
FPA
General Session
Informational
Meeting
Oral Session
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Concurrent A
Concurrent B
Concurrent C
Concurrent D
Concurrent E
Concurrent F
Concurrent G
Concurrent H
Poster Session
Reception
Registration
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Schedule
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CT
Colleen Tokar Asaad
Baldwin Wallace University
Assistant Professor
Vickie Bajtelsmit, PhD
Colorado State University
Professor
Swarn Chatterjee
University of Georgia
Professor
PC
Preston Cherry
Texas Tech University
Doctoral Student
CC
Caroline Chiodo, CFA
Healthcare Trust of America, Inc
Senior Vice President-Acquisitions & Development
BC
Brett Cotten
Columbus State University
Associate Professor
MC
Marty Cotwright
University of Georgia
PhD Student
SO
Sheila Ohlund, CPA, CFA, MBA
Attavita Risk
CEO
MC
Michelle Cull
Western Sydney University
Director of Academic Program, Accounting & Financial Planning
JE
Jim Entwisle
Vanguard
National Speaker, Advisor Education Specialist
JJ
Jiali (Jasmine) Fang
Massey University
Senior Lecturer
JF
Jim Fischer
Mount Royal University
Associate Professor
SF
Steve Fraser
Florida Gulf Coast University
Associate Professor
DG
Douglas Gimple
Diamond Hill Capital Management
Senior Portfolio Specialist
GG
Greg Goin, CFP, CLU, CRPC
Allianz Life
Director of Advisory Solutions
John Grable
University of Georgia
Professor
BT
Blake Thomas Gray
Texas Tech University
PhD Student, Research Assistant
Wookjae Heo
South Dakota State Universiy
Assistant Professor
MH
Matthias Horn
Bamberg University
Employee
DJ
Danah Jeong
University of Georgia
Student
Thomas Korankye
Texas Tech University
PhD Candidate
EK
EJ Kwak
University of Georgia
PhD student
PL
Patrick Lach
Lach Financial
Assistant Professor
Jae Min Lee
Minnesota State University, Mankato
Associate Professor
Steven Lee
The American College of Financial Services
PhD Candidate
Jennifer Lehman
George Fox University
Assistant Professor
LL
Leon Li
University of Waikato
Associate Professor of Finance and Subject Convenor, Finance
Yi (Bessie) Liu
Texas Tech University
Ph.D. Candidate
Zhikun Liu
Empower Retirement®
Director of Research
RM
Rama Malladi
California State University, Dominguez Hills
Associate Professor of Finance
David Mannaioni, CFP®, MPAS
College for Financial Planning
Dean of Academic Programs
Claire Matthews
Massey Business School
Director, Academic Quality
IM
Imtiaz Mazumder
St. Ambrose University
Associate Professor
MM
Mieszko Mazur
IÉSEG School of Management
Professor
Stuart Michelson
Stetson University
Roland & Sarah George Professor of Finance
MM
Marilyn Mohrman-Gillis, ESQ
CFP Board Center for Financial Planning
Executive Director
Travis Mountain
Virginia Tech
Assistant Professor
David Nanigian, Ph.D., CFP(R)
California State University, Fullerton
Associate Professor of Finance
TO
Thomas O'Malley
University of Colorado Colorado Springs
Instructor
AO
Andreas Oehler
Bamberg University
Chair of Finance
EO
Eiman Osseilan
Texas Tech University
Doctoral Student
NP
Narang Park
University of Georgia
PhD Candidate
WP
Wade Pfau, PhD, CFA
The American College for Financial Services
Professor
SR
Steve Resch
Finance of America Reverse
Vice President Retirement Strategies Division
Hossein Salehi
California Lutheran University
Assistant Professor of Finance and Financial Planning
Janine Sam
Shepherd University
Assistant Professor
AS
Andrew Scott
Saint Mary's University of Minnesota
Assistant Professor
Gowri Shankar
University of Washington Bothell
Faculty
Liqin (Ellen) Shen
Texas Tech University
PhD Student/Teaching Assistant
SS
Scott Slater
Practice Management & Consulting for Fidelity Clearing & Custody
Vice President
L. Douglas Smith
University of Missouri-St. Louis
Founders Professor and Director
SS
Steven Syrmopoulos
Northern Arizona University
Finance Instructor
MT
Mark Tibergien
Pershing Advisor Solutions
Chief Executive Officer
IT
Inga Timmerman
California State University, Northridge
Associate Professor
WU
Wendy Usrey
Colorado State University and Kansas State University
Instructor
GW
Gib Watson, III, CIMA
Swan Global Investments
Chief Strategy Officer
KJ
Kenneth John White, Jr.
University of Georgia
Assistant Professor
ZA
Zheying (Anthea) Yao
University of Missouri - Columbia
PhD Student
Stephanie Yates
University of Alabama at Birmingham
Endowed Professor and Director, Regions Institute for Financial...
XZ
Xianwu Zhang
John Carroll University
Assistant Professor of Finance
