Download James E Benton College of Business and Public Administration Old

James E Benton
College of Business and Public Administration
Old Dominion University
449 Hariton Court, Norfolk, VA 23505
(757) 692-0631
[email protected]
Professional Interests
Research: Taxation, Portfolio Analysis & Personal Finance
Teaching: Taxation, Investments & Personal Finance
Academic Background
Ph.D. Candidate, Old Dominion University, Norfolk, VA (Pending)
Masters of Arts, Economics, Old Dominion University, Norfolk, VA (Pending)
Juris Doctor, Georgia State University, Atlanta, GA, Class Rank: 34 out of 145, 2001
Master of Taxation, Georgia State University, Atlanta, GA, GPA: 3.7, 1997
Master of Science in Personal Financial Planning, Georgia State University, Atlanta, GA, GPA: 3.9, 1998
B.S. in Accounting and Finance, Northern Illinois University, DeKalb, IL, GPA: 3.3, 1988
Certifications
Certified Financial Planner, 072514; 2004
Georgia Bar, 053525; 2001
Certified Public Accountant, 50,235; 1989
Personal Financial Specialist, 30,501; 2005
Memberships
American Institute of Certified Public Accountants
American Bar Association
Financial Planning Association
Georgia Bar Association
Certified Financial Planner Board of Standards, Inc.
U.S. Army/Army Reserves (Retired LTC, JAG)
WORK EXPERIENCE
Academic Experience
Adjunct Professor, Certificate of Financial Planning Program, Old Dominion University (November 2008 – Present).
Teaching Investment Planning to executives in the Certificate of Financial Planning Program.
Adjunct Professor, Executive Certificate of Financial Planning Program, Duke University (January 2008 – Present).
Teaching Tax Planning as well as Retirement Planning to executives in the Executive Certificate of Financial
Planning Program.
Adjunct Professor, Graduate Teaching Assistant, Old Dominion University (August 2007 – Present).
Teaching Corporate Finance in the Department of Finance, College of Business and Public Administration.
Assistant Professor of Accounting and Law, Lander University (January 2001 – May 2007).
Taught Legal Environment of Business, Commercial Law, Individual Taxation as well as Corporate Taxation and
Personal Finance with a four and four course load per academic year. I also served on various departmental
committees as well as advised over 35 business students per semester.
Adjunct Professor, Western Carolina University (July, 2004 - December, 2004).
Taught Retirement Planning and Tax Planning as well as Estate Planning in Western Carolina’s Financial Planning
Certificate Program at the UNC-Ashville campus.
Adjunct Professor, Georgia State University (January, 2000 - December, 2000).
Taught Retirement Planning in the Masters of Science in Personal Financial Planning program as well as Financial
Accounting in the Department of Accountancy.
Research Assistant, Georgia State University (1997 - 1998).
Provided research assistance in the area of corporate taxation to both the College of Law and the College
Business.
Adjunct Professor, Georgia State University (August, 1997 - December, 1997).
Taught undergraduate individual taxation (Federal Taxation I) course in the Department of Accountancy.
Graduate Teaching Assistant, Northern Illinois University (January, 1989 - May, 1989).
Taught two sections of Financial Accounting.
Non-Academic Experience
Founder and Managing Member, Financial Literacy Academy, LLC (July, 2005 - Present).
Provide Financial Literacy Corporate Training to employees of area businesses as part of their employee benefit
package. Provide a four-hour managing money and debt reduction interactive skill-based corporate training
workshop as well as a two-hour basic investing interactive skill-based corporate training workshop. Provided
training opportunities to: US Army, US Navy, Milliken Company, and Greenwood County.
Army JAG Officer, US Army Reserves (2000-2008).
Provided legal advice to commanders and individual soldiers both active duty soldiers as well as reservists. My
numerous positions included Training Officer, Prosecutor, and Financial Literacy Trainer. Retired with 28 years of
honorable service.
Self-employed attorney, James E. Benton, Attorney at Law (2001 - 2005).
Provided contract legal work to local attorney specializing in the areas of business transactions, retirement
planning, tax planning and estate planning.
Vice President for Business and Administration, Lander University (2002 - 2003).
Supervised all of the administrative support areas of the university which included eight departments and
approximately 100 state employees in addition to overseeing a $36 million annual budget.
Self-employed tax and financial planner, James E. Benton (1996 - 2000).
Provided tax planning, tax compliance and financial planning to area clients.
Summer Associate, KPMG, Tax and Financial Planning Department (Summer 1999)
Assisted in research projects regarding tax and financial planning issues for high net worth clients. I prepared
several individual and business tax returns.
Army Officer, US Army/Army Reserves (1988 - 2000).
Supervised over 50 soldiers for over six months in extremely austere combat conditions during Desert Storm. I
performed duties as an Operations Officer with the US Army Recruiting Command and as a Staff Officer with the
Army Reserve Command.
Senior Auditor, Continental Bank (1989 - 1990).
Auditor, PriceWaterhouse (1989 - 1989).
Courses Taught
Commercial Law
Corporate Finance
Financial Management
Estate Planning
Financial Accounting
Federal Income Taxation I (Individual)
Federal Income Taxation II (Corporate)
Introduction to Business
Investments
Legal Environment of Business
Managerial Accounting
Personal Finance
Retirement Planning
Other Teaching Activities
Course (New) - Creation/Delivery: Conventional
2004 - Developed the Lander University Professional Financial Planning Certificate Program. Program is focused on
executives pursuing financial planner certification requirements. Program was registered with the Certified
Financial Planning Standards Board, Inc. in 2004.
INTELLECTUAL CONTRIBUTIONS:
Refereed Articles
Benton, J. E. & Emery, C. (2004). Conduct Unbecoming: Allegations of Sexual Misconduct at the United States Air Force
Academy. Journal of International Academy for Case Studies .
Refereed Proceedings
Full Paper
Benton, J. E. (2005). Employer 401(k) Plan Contributions Versus Roth IRA Contributions: It Is Not As Simple As It Seems.
Southeast InfORMS Annual Conference.
Benton, J. E. (2004). Same-Sex Marriages: The Tangled Web of Federal and State Law. Southeast InfORMS Annual
Conference.
Benton, J. E. & Emery, C. (2004). Conduct Unbecoming: Allegations of Sexual Misconduct at the United States Air Force
Academy. Allied Academies International Conference.
Benton, J. E. (2003). Not All Men/Women Are Created Equal Under The Law. Southeast InfORMS Annual Conference.
Presentation of Refereed Papers
International
Benton, J.E. & Emery, C. (2004, April). Conduct Unbecoming: Allegations of Sexual Misconduct at the United States Air
Force Academy. Presented at Academy of Accounting and Finance, Allied Academies National Conference, New
Orleans, Louisiana.
Regional
Benton, J.E. (2006, October). Cracks in the Foundation: Financial Stress on Employees and How That Affects Their
Employers. Presented at Southeast InfORMS Annual Conference, Myrtle Beach, South Carolina.
Benton, J.E. (2005, October). Employer 401(k) Plan Contributions Versus Roth IRA Contributions: It Is Not As Simple As It
Seems. Presented at Southeast InfORMS Annual Conference, Myrtle Beach, South Carolina.
Benton, J.E. (2005, March). Undergraduate Tax Courses: The Tax Return Dilemma. Presented at South Carolina
Association of Accounting Educators Annual Conference, Charleston, South Carolina.
Benton, J.E. (2004, October). Same-Sex Marriages: The Tangled Web of Federal and State Law. Presented at Southeast
InfORMS Annual Conference, Myrtle Beach, South Carolina.
Benton, J.E. (2003, October). Not All Men/Women Are Created Equal Under The Law. Presented at Southeast InfORMS
Annual Conference, Myrtle Beach, South Carolina.
SERVICE:
Service to the University
College/Departmental assignments:
Member:
2006-2007:
2006-2007:
2006-2007:
2005-2006:
2005-2006:
2005-2006:
2004-2005:
2003-2004:
2001-2002:
2001-2002:
Department of Business Ethics Committee
Scholarship Committee
Student Services Committee
Intellectual Contributions Committee
Student Services Committee
Scholarship Committee
Curriculum Committee
Student Services Committee
Intellectual Contributions Committee
Student Services Committee
University assignments:
Member:
2003-2004: Lander University Admissions and Petitions Committee
2001-2002: LU 101 Committee
Service to the Profession
Academic Conference: Discussant
2004: 40th Annual Conference, Southeaster InfORMS, Discussant for Economic and Social Issues, Myrtle Beach, South
Carolina (Regional).
2003: 39th Annual Conference Southeastern InfORMS, Discussant for Public Sector Social and Ethical Issues, Myrtle
Beach, South Carolina (Regional).
Academic Conference: Moderator / Facilitator
2004: 40th Annual Conference Southeastern InfORMS, Session Chair for Legal and Economic Issues, Myrtle Beach, South
Carolina (Regional).
Editorial: Newspaper
2006: Index Journal, Editorials regarding financial literacy in our country. (Local).
Reviewer - Article / Manuscript
2005: International Journal of Electronic Marketing and Retailing, Reviewed Article Submission Titled: Music, Movies &
Marketing on the Internet: The U.S. Supreme Court Limits Peer to Peer Networks & Protects Copyrighted Materials
(International).
Service to the Community
2006: Show Me the Money, Fine Arts Lecture Series (FALS) event for students at Lander University. A one-hour program
about net worth and how to have financial balance in ones life.
2006: South Carolina Department of Education, Served on an Ad Hoc committee to explore and assist in drafting the
policies regarding resources and standards for Financial Literacy initiative for K-12.
2006: Talk Radio Financial Literacy Program, Conducted a free seven-week financial literacy workshop for area volunteers
and chronicled their progress on a local talk radio station, 94.1 FM and 1450 AM.
2006: Financial Planning Association and National Public Radio, Interviewed during South Carolina Business Review on
National Public Radio. Discussed how tax planning fits into the comprehensive financial planning environment.
2006: Local Realtor Association Meeting, Facilitated discussion regarding basic financial literacy of those looking to
purchase homes in the area.
2006: Financial Planning Association and National Public Radio, Interviewed during South Carolina Business Review on
National Public Radio. Discussed the need for financial literacy training for employees.
2006: Lander University Faculty and Staff, Provided a question and answer session for state employees regarding their
investment options for Teacher and Employee Retiree Incentive Program (TERI) money.
2006: Savannah Lake Resident Roundtable, Facilitated discussion regarding financial literacy education in our society.
2005: Northside Middle School Career Day, Answered questions regarding the legal professional at a middle school career
day.
2005: Lunch w/a Financial Planner, Provided open forum for faculty and staff of Lander University to discuss financial
planning issues.
2005: Personal Financial Planning Boot Camp Seminar, Provided an intensive four-hour personal financial planning
seminar open to the public in the upstate of South Carolina.
2005: Ethics Workshop for College of Business and Public Affairs Adventure, Open discussion between a church pastor,
genetics ethicist and an attorney regarding various business related ethical situations.
2004: Financial Planning Association and National Public Radio, Interviewed during South Carolina Business Review on
National Public Radio. Discussed Offshore Asset Protection Trusts as a financial planning tool.
2002: Terrorism and the Prisoner Debate, Discussions regarding the prisoners/detainees from the US fight against
terrorism.
2001: Impact of Terrorism, Invited participant of a panel discussion regarding the impact on us from the terrorist attacks
of 9/11.
2001: Lander University Economics Day, Debate: Buying and selling human organs.
Faculty Development
Professional Seminars / Workshops
2006: Annual JAG Conference. Attended a three day Continuing Legal Education workshop sponsored by the US Army
JAG School at Charlottesville, Virginia. Columbia, South Carolina.
2006: Attended a six hour workshop conducted by Ed Neal, PhD on December 13, 2006, sponsored by the Department of
Business Administration at Lander University, related to evaluating critical thinking. This workshop was a
continuation of the workshop conducted on May 10, 2006. Greenwood, South Carolina.
2006: Attended a six hour workshop on May 11, 2006, sponsored by the Department of Business Administration at
Lander University, related to publishing related to the Scholarship of Teaching and Learning. Laurie Richlin, PhD,
conducted the workshop. Greenwood, South Carolina.
2006: Attended a six hour workshop on May 10, 2006, sponsored by the Department of Business Administration at
Lander University, related to teaching and evaluating critical thinking. Ed Neal, PhD, conducted the workshop.
Greenwood, South Carolina.
2005: Annual JAG Conference. Attended a three day Continuing Legal Education workshop sponsored by the US Army
JAG School at Charlottesville, Virginia. Columbia, South Carolina.
2004: Annual JAG Conference. Attended a three day Continuing Legal Education workshop sponsored by the US Army
JAG School at Charlottesville, Virginia. Charleston, South Carolina.
2004: Army Command and General Staff Course.
2003: Army JAG Officer Advance Course. Attended a two week US Army JAG Officer course conducted by the US Army
JAG School. Charlottesville, Virginia.
2003: Annual JAG Conference. Attended a three day Continuing Legal Education workshop sponsored by the US Army
JAG School at Charlottesville, Virginia. Columbia, South Carolina.
2002: Labor Law CLE. Atlanta, Georgia.
2002: Annual JAG Conference. Attended a three day Continuing Legal Education workshop sponsored by the US Army
JAG School at Charlottesville, Virginia. Charleston, South Carolina.
Honors-Awards-Grants
Honors:
2009:
2008:
2007:
2006:
2006:
2005:
Named
Named
Named
Named
Named
Named
Awards:
2009:
2006:
2004:
1991:
Outstanding Graduate Teaching Assistant of the Year, Old Dominion University.
Distinguished Professor of the Year, Lander University.
Distinguished Research Award for a Case Study, Allied Academy.
Bronze Star, Desert Storm, US Army.
as one of America’s Best Financial Planners for 2008-2009, Consumers’ Research Council of
as one of America’s Best Financial Planners for 2007-2008, Consumers’ Research Council of
as one of America's Best Financial Planners for 2006-2007, Consumers' Research Council of
as one of America's Best Financial Planners for 2006-2007, Consumers' Research Council of
to Who's Who Among America's Teachers, Who's Who Among America's Teachers.
as one of America's Best Financial Planners for 2005-2006, Consumers' Research Council of
America.
America.
America.
America.
America.