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)
With Matthew Hill (Arkansas State University) and Terry S. Maness (Baylor University),
co-authored textbook, Short-Term Financial Management, 5th Edition, 2017. Publisher:
Cognella Academic Publishing (546 pp.)
Lead author, with Jo Ann Hankin and Alan Seidner, Financial Management for Nonprofit
Organizations: Policies & Practices (New York, John Wiley & Sons, 2007). (590 pages).
New 3rd edition forthcoming in 2018, coauthored with Tim O'Brien of North Park University.
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):
“Teaching with CRJ Cases in Finance,” Case Research Journal 33(Winter 2013): 173-187.
“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.
Wrote an invited chapter entitled “Investment Strategies” for Dennis Young and Rick
Schoff, editors, Wise Decision-making in Uncertain Times: Using Nonprofit Resources
Effectively, (Washington, D.C., The Foundation Center and the National Center on Nonprofit
“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
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.
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
Association for Research on Nonprofit Organizations & Voluntary Action (ARNOVA)
Editorial Review Board, Nonprofit and Voluntary Sector Quarterly, 2007-2016
North American Case Research Association (NACRA)
Editorial Review Board
Association for Financial Professionals
Financial Management Association
Christian Business Faculty Association
Strategic Planning Committee
Honors and Awards
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
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
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.