Financial Education Association (FEA)                                      V10

Academy of Business Education (ABE)

 

22nd Annual Conference (2nd Virtual Version)

September 23-25, 2021

 

Sponsored by  CFA Institute  Stock Trak Global Portfolio Simulations

 

Journal of Financial Education  Journal of Instructional Techniques in Finance

Journal of Finance Case Research

 

(All times listed as Central Daylight Time) conversion tool link

 

Chairs/Hosts please note:  FEA will post links to any saved sessions or other material after the conference as requested.  Send to michael@uhcl.edu .

 

Please contact lead authors for the most recent version of materials for each contribution.

Chairs/hosts please ask participants whether or not recording your session is OK.  It has been troublesome in the past.  Last year we posted as many as we could, but it was difficult because some folks didn’t want that.  If you save and host them, FEA can easily post links that will stay up all year for everyone to revisit and share.

 

(Schedule begins below)

 

 

 

Sessions at a glance

 

 

Thursday, September 23

(All times listed as Central Daylight Time) conversion tool link

 

Session Time

 

Track 1

 

Track 2

 

Track 3

 

Track 4

 

Track 5

Session 1

9 – 10:30

1.1:  Case Method

1.2: Teaching Innov. & Methods I

1.3: Financial Literacy

 

1.4: Panel: Case Teaching

 

Session 2

10:45 –

12:15

2.1: Experiential Learning

2.2: Teaching Innov. & Methods II

2.3: Pedagogy Research I

2.4:  CFA Institute Info Session

 

12:30 – 1:30

Lunch

Session 3

1:45 – 3:15

3.1:  Pedagogy Research II

3.2: Teaching Innov. in Corp Fin

3.3: Panel: SMIFs

3.4: Panel: Rethinking the First Course

 

Session 4

3:30 – 5:00

4.1: Experiential Learning and SMIFs

4.2: Bonds and Rate Topics

4.3: Curriculum and Teaching

 

 

 

 

Friday, September 24

(All times listed as Central Daylight Time) conversion tool link

 

Session Time

 

Track 1

 

Track 2

 

Track 3

 

Track 4

 

Track 5

Session 5

9 –

10:30

5.1: Case Method II

5.2: Teaching Innovations

5.3: Career and Student Preparedness

5.4: Curriculum Development

5.5: Panel: Increasing Engagement

Session 6

10:45 – 12:15

6.1:  Pedagogy Research III

6.2:

Financial Literacy

6.3: Gamification of Finance Classes

6.4: Panel:

Pandemic Teaching and Online Tools Discussion

6.5: StockTrak Information Session

12:30 – 1:30

Lunch

 

Session 7

1:45 – 3:15

7.1: Panel: Online Teaching & Pandemic

7.2:  Workshop:  Personal Financial Decisions after COVID

7.3: Research in Finance

I

7.4: Research in Finance

II

Session 8

3:30 – 5:00

8.1: Panel:  Meet the Editors

8.2:  Workshop – Dog Walking Startup for Business Learning

 

 

 

 

 

Saturday, September 25

(All times listed as Central Daylight Time) conversion tool link

 

Session

Time

 

Track 1

 

Track 2

 

Track 3

 

Track 4

 

Track 5

Session 9

10:00  12:00

 

 

 

 

 

 

THURSDAY SESSIONS

 

(All times listed as Central Daylight Time)

 

Session 1:  Thursday, 9-10:30 AM

 

1.1:  Case Method

Chair:

 

Link:  TBD

 

"Penn Energy: Evaluating a Fracking Site (A & B cases)"

Rick Proctor, Siena College

James Murtagh, Siena College

 

"Wagner Air Force Base: The 60K Tunner Capital Budgeting Decision"

Christine McClatchey, University of Northern Colorado

 

"Menace Machines, Inc.: Financial Plan and Pro Forma Analysis"

Dan Salandro, Virginia Commonwealth University

 

 

1.2: Teaching Innovations & Methods I

Chair:  Eric Robbins, Penn State University, eric.robbins.nest@gmail.com

 

Zoom linkhttps://psu.zoom.us/j/93579316562  

Meeting ID: 935 7931 6562

 

"Mnemonics, M&Ms, and Capital Structure: A Teaching Note"

Aaron Henrichsen, University of Northern Colorado

Cris de la Torre, University of Northern Colorado

 

"Scavanger Hunt for Company Information Using Public Data"

Trang Thai, SUNY Brockport

 

"SaaS Metrics:  Including SaaS Metrics in Your Finance Courses."

Steven R.  Kursh, Vanderbilt University

 

 

1.3:  Financial Literacy

Chair:  Anne Drougas, Dominican University

 

Link:  TBD

 

"The Financial Value of Postsecondary Education"

Kristine Beck, California State University, Northridge

Bruce Niendorf, University of Wisconsin, Oshkosh

 

"A Simple Way to Incorporate Financial Literacy into an Introductory Finance Class (and significantly improve your teaching evaluations)"

Richard Fendler, Georgia State University

 

"Using Excel to illustrate the capital budgeting problem for a multinational financial manager when interest rate parity does not hold"

Steve Johnson, Sam Houston State University

 

 

1.4:  Panel Session - Case Method and Case Teaching

 

Link  TBM

 

Survey link for topics and questions:  (as sent out)  https://www.surveymonkey.com/r/XPC6HQH

 

Panelists -

George W. Kester, Washington & Lee

Bennie H. Nunnally, UNC-Charlotte

Tim Michael, UH-Clear Lake

Helen Saar, Dixie State University

 

 

Session 2, Thursday 10:45-12:15

 

 

2.1:  Experiential Learning

Chair:  Christine McClatchey, University of Northern Colorado

 

Zoom link:  https://unco.zoom.us/j/92148026314

 

"Considerations for the Design of a Simulations-based Portfolio Management Course"

Robert B. Burney, Coastal Carolina University

 

"Using a Simulation in a Bank Management Course"

Steve Nenninger, Sam Houston State University

 

"Understanding how financial statements are interconnected using mini-case studies"

Carlos Omar Trejo-Pech, University of Tennessee, Knoxville

Susan White, University of Maryland, College Park

 

 

2.2:  Teaching Innovations & Methods II

Chair:

 

Link:  TBD

 

"Personal Journals in an Introductory Finance Course: Engaging Students with

Reflective Learning"

Karen L. Hamilton, Bridgewater State University

 

"Human Capital Investment: Building an App for That"

Matthew M. Ross, Western Michigan University

A. Michelle Wright, Wright Research LLC

Simon N. Peffers, Supranational LLC

 

"Financial Literacy Role Play in Managerial Finance: Signing Up for a (Mock) 401k"

Joann Fredrickson, Bemidji State University

 

 

2.3:  Pedagogy Research I

Chair:

 

Link:  TBD

 

“Make Discussions Great Again: We Actually Mean It"

Eric J. Robbins, CFA, CFP®, Penn State Erie

James F. Fairbank, Penn State Erie

 

"Effectiveness of Online Learning based on the HyFlex Educational Model."

Elena Precourt, Bryant University

 

"An Empirical Examination of an Introduction to Information Systems University Class: Video Gaming, Social Media, and Academic Performance"

Heber C. Brau, Brigham Young University

James C. Brau, Brigham Young University

Nathan Burton, University of Georgia

James Gasking, Brigham Young University

 

2.4:  CFA Institute

Introduction to the CFA Designation

The University Affiliation Program

 

Link:  TBD

Co-host: Merridith Kauten

Co-host: Wanda McClanahan

 

 

Session 3, Thursday 1:45-3:15

 

3.1:  Pedagogy Research II

Chair:  Christine McClatchey, University of Northern Colorado

 

Zoom link: https://unco.zoom.us/j/96098026027

 

"Financial Markets and Instruments: A Pedagogy for the 21 st Century"

James C. Brau, Brigham Young University

Stephen R. Owen, Hr., University of North Texas

 

"The Effect of Learning Modality on Subsequent Courses in the Finance Major: Does Online Learning Impact Student Success?"

Mark O. Tengesdal, Texas Woman's University

Margaet A. Young, Texas Woman's University

Lin Zhou, Texas Woman's University

 

"Does a major-ready course improve students’ performances in the Introductory Finance course?"

Christina Zhang, California State University, Monterey Bay

 

 

3.2:  Teaching Innovations in Corporate Finance

Chair: Kelly Nyhoff, Trinity Christian College

 

Link:  TBD

 

"Building and Reconciling a Department or Project Budget – Financial Insights for Business Students"

Kelly Nyhoff, Trinity Christian College

 

"New NPV Calculation by NPV drivers – volume, pricing, and cost"

Cris Hanson, College of the Ozarks

 

"Reflections on Teaching Finance During the COVID Pandemic: My First and (Hopefully) Last Experience Teaching Online Via Zoom"

George W. Kester, Washington and Lee University

 

 

3.3:  Panel Session:  Student-Managed Funds

 

Link:  TBD

 

Chair:  David Nawrocki, Villanova

Co-host:  John Clinebell, Univ of Northern Colorado

Co-host:  Rob Langrick, CFA Institute

 

 

3.4:  Panel Session - Rethinking the First Finance Course: A New Approach Consistent with Sustainability and Flourishing

 

Link:  TBD

 

Chair:  Frank M. Werner, Fordham University

Co-host:  Luís Rodríguez-Reyes, Universidad Jesuita De Guadalajara

Co-host:  James A.F. Stoner, Fordham University

 

 

Session 4, Thursday 3:30-5:00

 

4.1: Experiential Learning and SMIFs

Chair:  Lynda Livingston, University of Puget Sound

Zoom link: https://pugetsound-edu.zoom.us/j/84735389456

 

Meeting ID: 847 3538 9456

 

"Can student managed investment funds narrow the ESG skills gap?"

Erin Oldford, Memorial University of Newfoundland

Neal Willcott, Queens University

Tanner Kennie, Memorial University of Newfoundland

 

"Are Student-Managed Funds Closet Indexers?"

Lynda Livingston, University of Puget Sound

 

"The relationship between the Big Five personality characteristics and performance on the ETS Major Field Test for Business"

Lisa A. Schwartz, Wingate University

 

4.2:  Bonds and Rate Topics

Chair: Mary Anne Majadillas, California State University, Monterey Bay

 

Zoom link: https://csumb.zoom.us/j/84309843928

 

"Sustainable bonds: are they priced differently?"

Mary Anne Majadillas, California State University, Monterey Bay

 

 

"Coding Yield-to-Maturity Problems in the Learning Management System"

Randy Beavers, Seattle Pacific University

 

"US APR vs EU APR, and the Substitute Tax on Loan Effects on These Formulas"

Omar Monzeglio

 

4.3:  Curriculum and Teaching

Chair:

 

Link: TBD

 

“What does a non-profit add to its local economy?  Outcomes of a service-learning course”

Kristin Stowe, Wingate University

 

“The Potential of eSports in Learning: Is eSports Overhyped?”

Caroline Crawford, University of Houston-Clear Lake

Sharon Andrews, University of Houston-Clear Lake

 

“Interactivities and Creativities within Graduate Course Design”

Caroline M. Crawford, University of Houston-Clear Lake

 

 

FRIDAY SESSIONS

 

(All times listed as Central Daylight Time)

 

 

Session 5, Friday 9-10:30 AM

 

 

5.1:  Case Method II

Chair: Chee Ng, Ithaca College

Join Zoom Meeting:
https://ithaca.zoom.us/j/98494430753?pwd=WVpOcmpVcVEyRVpRelNqV3EyK1E5Zz09

Meeting ID: 984 9443 0753
Passcode: 654493

 

"Mutually Exclusive Choice between a Hybrid and an All-Electric Car: A Capital Budgeting Analysis"

Chee Ng, Ithaca College

 

"Leveraging Technology and Business Databases to Enhance Strategic Decision Making in the MBA Strategy Course"

Anne Walsh, La Salle University

 

"Case: Close or Continue"

Pradeep Gupta, LM Thapar School of Management

 

 

5.2:  Teaching Innovations

Chair:  Mary Funck, Sam Houston State University

 

Zoom link: TBD

 

"Teaching in the Pandemic: Unexpected New Frontiers"

Chathrine Giunta, Seton Hill University

 

"Is It Time: Higher Education Finance Focus in Business Schools"

Sanjay Jain, Salem State University

Raminder Luther, Salem State University

Fernando Colina, Salem State University

 

"An Advanced Capital Budgeting Application in Excel … The Rest of the Story"

Mary Funck, Sam Houston State University

 

 

5.3:  Career and Student Preparedness

Chair:  Tom G. Geurts, Bucknell University

 

Link:  https://bucknell.zoom.us/j/91345964660?pwd=V29BRzllWnR0UUk0bzhZcFBSRGVpQT09

 

Meeting ID: 913 4596 4660

Password: 060467

 

"Gender Differences in The Role of Anxiety in Student Salary Negotiations and Feelings of Preparedness"

Thomas Norman, California State University Dominguez Hills

Jennifer Brodmann, California State University Dominguez Hills

Gabriela Rodhas, California State University Dominguez Hills

 

“Essential Elements of Effective Career Development Programs at Selected Colleges and Universities”

Molly Burke, Dominican University

Lisa M. Amoroso, Dominican University

 

"Switching from In-class to On-line Instruction: Who is Affected and How?"

Tom G. Geurts, Bucknell University

Karen M. McGrath, Bucknell University

Jared Edwards, The George Washington University

 

 

5.4:  Curriculum Development

Chair: Anne Drougas, Dominican University

 

Link: TBD

 

"A Framework for Incorporating CFA and CFP Preparation Tracks in an Undergraduate Finance Major or MBA Program"

James C. Brau, Brigham Young University

Taft Dorman, Brigham Young University - Idaho

Stephen R. Owen, University of North Texas

 

"Lower Cost Models for Independent Colleges Consortium: A Joint Certified Financial Planning Program"

Christopher Kubik, Regis College

 

"Adding Financial Literacy to the Core: Lessons Learned"

Michael Lynch, Shepherd University

 

Social Learning Enhancement Through the Collegial Community

Caroline M. Crawford, University of Houston-Clear Lake

 

 

Session 5.5:  Panel: “Increasing Student Engagement in Online Business Courses through Perusall

 

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Martina K. Schmidt, University of South Florida

Nicole F. Stowell, University of South Florida

Gary Patterson, University of South Florida

Timothy Henkel, University of South Florida

 

 

Session 6, Friday 10:45-12:15

 

 

6.1:  Pedagogy Research

Chair: Chee Ng, Ithaca College

 

Join Zoom Meeting

https://ithaca.zoom.us/j/93937629276?pwd=WVhCbE1LbmRTM0VSMDV4bFpnZmlqUT09

 

Meeting ID: 939 3762 9276

Passcode: 755689

 

"Moving Student Learning from 105 to 212 Degrees"

Kathleen Pinson, Georgia Gwinnett College

Janita Rawls, Georgia Gwinnett College

 

 

"How to Improve Grades Earned in Big Business Finance Classes"

Chee Ng, Ithaca College

 

"Negative Beta Equity Securities as Insurance"

Tom Arnold, CFA, CIPM, University of Richmond

Terry Nixon, Miami University

 

 

6.2:  Financial Literacy

Chair: Matthew M. Ross, Western Michigan University

 

Link: TBD

 

"Financial Education for Teachers of Social Studies in Grades 4, 5 and 6 in Puerto Rico"

Kurt A. Schindler, University of Puerto Rico

 

"Are Economic and Financial Literacy Education Substitutes? A Difference-in-Difference Approach to Measuring the Returns to Financial Literacy Education"

Abdullah Al-Bahrani, Northern Kentucky University

Matt Frey, George Washington University

Nancy Lang, Northern Kentucky University

Jamie Weathers, Western Michigan University

 

"A Three Question Math Quiz: Who Is Ready to Learn Finance?"

Matthew M. Ross, Western Michigan University

A. Michelle Wright, Western Michigan University

 

 

6.3:  Gamification of Finance Classes

Chair:

 

Link: TBD

 

“Gamification in the Corporate Finance Course”

Ronald Crowe, Seton Hill University

 

“The Impact of Video Gaming and Social Media Activity on Academic Performance: Evidence from an Introductory Finance Class"

James C. Brau, Brigham Young University

Logan B. Nielsen, Brigham Young University

S. Isaac St. Clair, Brigham Young University

 

“Analysis of a VITA Program's Local Economic Impact”

Scott Lail, Wingate University

Kristin Stowe, Wingate University

 

 

6.4:  Roundtable:  Pandemic Online Teaching Tools and Strategies that can be used to Enhance Student Engagement in the “New” Face to Face Classroom

Co-host:  Valeria Martinez

Co-host:  Mary Funck

Link:  TBD

Participant survey link for topics and questions:  (as sent out)  https://www.surveymonkey.com/r/XHXB2NC

 

Suggested topics:

1.         Using new tech tools online to engage in the face to face classroom

2.         New ways to use old tech tools online to engage in the face-to-face classroom

3.         Innovative engagement classroom  strategies that you have  used online during the pandemic

4.         Ways to add flexibility to your class: assignments, topics discussed, class format, etc.

5.         How to re-engage students with the return to face-to-face instruction

 

 

6.5:  StockTrak Global Portfolio Simulations Information Session

Hosted by Mark Brookshire

 

 

Session 7, Friday 1:45-3:15 PM

 

 

7.1:  Panel Session - Online Instruction During the Pandemic

Link:  TBM

 

Co-chair:  Steve Pilloff, George Mason University

Co-chair:  Howard Keen, Temple University

Co-chair:  Tim Michael, UH-Clear Lake

Co-chair:  Melissa Williams, UH-Clear Lake

 

 

7.2:  Workshop: Personal Financial Decision Making in the Wake of COVID-19

 

Hosted by Brian Petrus, Westminster College

 

 

7.3. Research in Finance I

Chair:

 

Link:  TBD

 

"Valuation Challenges Arising from the New Leasing Standard ASC 842: Teaching Note"

Bridget Lyons, Sacred Heart University

 

"Case:  Lease or Buy a Tipper Truck for Design and Build of Rato Khola Bridge Project"

Pradeep Gupta, LM Thapar School of Management

 

"The International Graduate Student in the Finance Classroom"

Edward Graham, UNC Wilmington

 

7.4. Research in Finance II

Chair:

 

Link:  TBD

 

"Gender Diversity in Undergraduate Finance Majors: Understanding the Major Selection Process"

Jody Jones, Abilene Christian University

 

 

“The Relationship between Spiritual Leaders’ Financial Satisfaction and Job Satisfaction"

Daniel Park, Azusa Pacific University

Changhyun Kim, Azusa Pacific University

Seongcheol Paeng, Azusa Pacific University

 

"Beta is Only an Estimate"

Tom Arnold, CFA, CIPM, University of Richmond

Terry D. Nixon, Miami University

 

 

Session 8, Friday 3:30-5:00 PM

 

Link:  TBD

 

8.1 Meet the Editors

 

Rich Fendler, Journal of Financial Education

Milind Shrikhande, Journal of Financial Education

Tim Michael, Journal of Finance Case Research

Stuart Michelson, Financial Services Review and Academy of Business Education Journal

 

8.2: Workshop:  Why starting a dog walking business is the best way to learn about business

 

Hosted by Scott Kelly, Campbell University

 

 

Saturday 9/25

 

No sessions scheduled yet.

 

 

 

This version fresh on 091021, V10