HAIYANG CHEN, PH.D. LEADERSHIP AND ACADEMIC EXPERIENCE SUMMARY • LEADERSHIP EXPERIENCE AND ACCOMPLISHMENTS o o o o o o o • An ethical, collaborative, and entrepreneurial leader with extensive experience as dean and managing director in accredited universities in the United States; Fostered a supportive environment to attract, inspire and retain faculty and stuff; Launched innovative curricular and co-curricular programs including many interdisciplinary programs in collaboration with other colleges on campus, signature cooperative programs with international partners, and the community outreach programs to develop internship and economic development; Increased graduate enrollment by 54% in three years, tripled the size of finance majors from 100 to 350, and recruited international students in various fields; Managed an annual budget of more than $8.5 million for 70 fulltime faculty and staff, foundation accounts of $6 million, and additional revenue and grant accounts, and developed new programs for multi-million revenue growth; Accumulated decades of AACSB accreditation experience including preparing for initial and reaccreditation, being trained for accreditation visits, and serving as a peer reviewer; and Actively involved in using innovative instructional technologies such as a trading room, online delivery and Virtual Reality Labs to improve hands-on and personalized teaching and learning. SIGNIFICANT ACADEMIC EXPERIENCE o o o o o A tenured, full professor with more than 29 years of experience in teaching, research, and service, and received early tenure and rank promotions for consistently outstanding performance; Published numerous peer reviewed papers including those in the top journals such as Journal of International Business Studies, International Business Review, and Financial Management; The most cited author in Financial Services Review (1991-2010), the official publication of Academy of Financial Services, a leading research journal in the financial services field; Presented papers at academic conferences, and received the Best Paper Award from a conference of China Management Science organized by the Journal of Chinese Management Science; and Received the University Distinguished Professor in Scholarship Award, Distinguished Member of Graduate Faculty, and Excellence of Service Award. Vita of Dr. Haiyang Chen Page 1 of 32 ADMINISTRATIVE CHRONOLOGY (2002 – 2016) • July 2013 - June 2016: Dean, the Lewis College of Business, an AACSB accredited school for both its business and accounting programs, Marshall University. • July 2008 - June 2013: Founding Managing Director, Global Financial Services Institute, Cotsakos College of Business, William Paterson University. • July 2008 - June 2012: Founding Director, CFP board-registered Certified Financial Planner (CFP®) programs, Cotsakos College of Business, William Paterson University. • July 2002 - June 2008: Founding Director, E*TRADE FINANCIAL Learning Center, Cotsakos College of Business, William Paterson University. ACADEMIC EXPERIENCE (1988 – present) • July 2013 – present: Professor of Finance, the Lewis College of Business, an AACSB accredited for both its business and accounting programs, Marshall University. • July 2002 – June 2013: Professor of Finance, Cotsakos College of Business, an AACSB accredited school, William Paterson University. • September 1995 – June 2002: Professor of Finance, the Williamson College of Business, an AACSB accredited school, Youngstown State University. I received early promotion to the rank of full professor before the customary seven (7) years for consistently outstanding performance in teaching, research, and service. • September 1992 – August 1994: Associate Professor of Finance, the Williamson College of Business, an AACSB accredited school, Youngstown State University. I received early tenure and promotion to associate professor before the customary five (5) years for consistently outstanding performance in teaching, research, and service. • September 1988 – August 1992: Assistant Professor of Finance, the Williamson College of Business, an AACSB accredited school, Youngstown State University. LEADERSHIP AND COLLABORATIVE ACCOMPLISHMENTS • DEAN, JULY 2013 – JUNE 2016. The Lewis College of Business, AACSB accredited for both its business and accounting programs, Marshall University. The College is the third largest college on campus with 1,600 majors including 450 master’s and doctoral students, and hundreds of additional non-business majors in Sports Management, Health Informatics and others at Marshall University. Selected leadership responsibilities (not exhaustive) and collaborative Vita of Dr. Haiyang Chen Page 2 of 32 accomplishments include: o Strategic Planning and Implementation: Involving internal and external stakeholders, the College developed and implemented a longterm strategic plan, Marshall Business 20/20, that focuses on student success through three main goal areas of people (Nurturing faculty and staff), programs (Improve services), and finances (Grow net revenues). The Plan was approved by 95% of faculty and staff. The College established eight work groups to implement the strategic plan, and restructured committees to implement the action items and monitor performance. I chaired the College’s Executive Committee to lead and manage the College’s people, programs and finances. o People Management and Development: Served as CEO of the College with a direct reporting line of two associate deans, one assistant to dean, four academic division heads, and directors of affiliated centers and groups including directors of the Graduate School of Management, Center of Stakeholder Engagement, Academic Advising Center, Center for Advancement of American Capitalism alongside 70 full-time faculty and staff, and additional part-time faculty. The College hired 20 new tenuretrack, term faculty, and staff, and awarded tenure and promotion to 9 faculty members from July 2013 to June 2016. The College restructured its leadership team with new additions of the Director of Stakeholder Engagement, Assistant to Dean, Associate Director of the Graduate School of Management, Director of Assurance of Learning program, Director of BB&T Center for Advancement of American Capitalism, and new Division Heads. The College awarded 4 new endowed professorships, 6 faculty research grants in summer 2015 and 9 in 2016. The College has also developed and offered several faculty mentoring workshops in research and teaching in fall and spring 2015 and 2016. We initiated an all-out-effort to bring up unqualified faculty to be qualified. We have paid special attention to mentor tenure track faculty, listen to their needs and ideas, and encourage them to take the initiative. The College actively supported faculty, chairs, deans and staff to attend professional development workshops and seminars. The College supported faculty to present papers at conferences and awarded faculty for publishing peer reviewed articles. The College purchased faculty development related databases, software, and equipment for teaching, research and services. The College developed and approved a new set of policies and procedures for endowed professorships, summer research grants, mentoring programs, annual awards, faculty qualifications, salary increases, and space management; it modified policies and Vita of Dr. Haiyang Chen Page 3 of 32 procedures related to promotion and tenure; and is currently reviewing the annual evaluation, hiring, workload, and travel policies. The College developed a communication program including college retreats at the beginning of each semester, monthly college or divisional meetings, divisional meetings between the dean and faculty, formal and informal face-to-face meetings between the dean and faculty and staff, posting Executive Committee and other committee minutes on the College’s SharePoint site, periodical dean’s messages to faculty and staff, emails, a new website, annual impact reports, and other social media. The College supported student travel to attend conferences such as annual meetings of the West Virginia CPA Association, case competitions such as the Peoples Bank Case Competition and interviews such as the prestigious Gates Cambridge Scholarship interview. o Accreditation and Assessment: The College invested a significant amount of funds and time to maintain dual AACSB accreditation for business and accounting programs, only the top 1.4% business schools worldwide receive this distinction. The College successfully submitted the Continuous Improvement Review Application to AACSB and received its approval in 2014. The College’s Executive Committee, Continuous Improvement Committee and other key faculty and staff completed a dry-run 5th year selfevaluation report in 2015. The College worked together as a team to collect required information and wrote the 5th year self-evaluation report in 2016. The College sent faculty, chairs and deans to AACSB accreditation workshops and meetings to learn new standards and network with deans, who serve on AACSB peer review teams. I led and coordinated all activities related to AACSB accreditation including communication with AACSB leaders, selecting the College’s Peer Review Team, hiring AACSB consultants, arranging their visit, providing needed documents before the visit, reporting visit results to faculty, staff and the administration, and working with the official Peer Review Team for it’s a scheduled visit in spring 2017 and its chairs visits before the final visit. I have received AACSB volunteer training and served on peer review team of Northern Michigan University’s College of Business. As a part of Marshall University 20/20 strategic planning process (October 2013 – 2016), the College reviewed all degree programs, and developed program niche statements designed to align the programs with the university’s mission and vision, current curricular conditions, emerging disciplinary trends, and other external conditions. The College developed and improved a robust, data driven assurance of learning (AoL) program where all AoL Vita of Dr. Haiyang Chen Page 4 of 32 documentation is standardized across all programs, faculty are more actively involved in assessment efforts, and AoL is more closely linked to curriculum management. o Program Development at the Graduate Level: The College developed a new PharmD/MBA program in collaboration with School of Pharmacy, added five areas of emphases for the MBA program, and an online MBA Certificate program. The College’s Master of Science in Healthcare Administration (MHA) was ranked #18 in the 30 Most Affordable Masters in Healthcare Administration Degree Programs 2015, its jointly developed Master of Science in Health Informatics was ranked #6, and the MHA was ranked #39 in the Top MHA Degree Programs: 2015, and in the America’s Best 30 MHA Degree Programs 2016. The College also has an innovative Doctor of Management Practice in Nurse Anesthesia (DMPNA) in collaboration with CAMC, the flagship health service provider in Charleston, West Virginia with four hospitals, and we recently renewed the DMPNA contract for the next 3 years. The College has a MS in Health Informatics program in collaboration with the College of Health Professions. The College developed 3+2 articulation agreements with junior colleges in the region that enable their students to enroll into the College’s graduate programs. The College developed several international cooperation agreements with Chinese universities to enhance international activities on campus and increase enrollment in graduate programs. The College is collaborating with the School of Medicine to develop an MD/Business Certificate program to teach entrepreneurship and leadership theory and skills to medical school students and residents. The College is collaborating with John Wiley to develop a completely online MBA and other online programs. o Program Development at the Undergraduate Level: The College developed an Entrepreneurship major, a Healthcare Administration major, and an Energy Management major focusing on renewable energy, green management and sustainable development. The College collaborated with Edward Jones, the nation’s 4th largest brokerage house, to develop a program to educate and recruit talent for its financial planning expansion. Vita of Dr. Haiyang Chen Page 5 of 32 The College is collaborating with the College of Information Technology and Engineering and the College of Science to develop a Cybersecurity program. The College is collaborating with the School of Pharmacy to develop a BBA, pre-PharmD/MBA program. The College is collaborating with the College of Science to develop a Data Analytics program. The College is developing an entrepreneurship minor for art students and will open a gallery in the downtown campus of the College of Arts and Media where students from the College of Arts and Media and the Lewis College of Business can sell faculty and student work and at the same time hone their entrepreneurial skills. The College developed several 2+2 cooperation agreements with Chinese universities such as Zhejiang Normal University, Guizhou University of Finance and Economics, Shandong University of Finance and Economic in China to enhance international activities on campus and increase enrollment. The College developed several articulation agreements with community colleges and junior colleges to assist students transferring into our undergraduate and graduate programs. The College is engaging with regional companies and communities to launch a co-op program where students alternate class time with paid work experiences that are directly related to their areas of study. o Our graduate enrollment increased from 304 students in spring 2013 to 467 in spring 2016, a 54% increase including a 31% increase of local students and more than 90 international students. The College established a work group to improve recruiting, retention and graduation of traditional, non-traditional, and international students through improving effective enrollment management, teaching, and advising. o The College initiated a signature Learning to Earning Program to assist student transition from education to employment, hired a full-time director of the newly established Center for Stakeholder Engagement, and offered many extra-curricular programs including Professionalism Month where we help students gain the skills needed to be well-rounded, marketable professionals. The month-long program includes Meeting with the Mayor, mock interviews, intern fairs, how to market yourself, time management, resume tips, professional dress, and many company visits. Over 1,000 students attended the 2016 program and about half of them are non-business majors. o Using Innovative Instructional Technologies: Since 2002, I have been actively involved in using new instructional technologies to improve hands-on and experiential learning. Using a state-of-the-art trading room, I started a series of programs such as Student Managed Portfolio, where students manage real money under supervision of money managers and faculty, and Global College Student Forum, where Vita of Dr. Haiyang Chen Page 6 of 32 students from different parts of the world conduct real-time online debates on various important issues of their study. Recently, we completed a 15-hour online MBA certificate program, and many online courses have already been delivered using Blackboard Collaborate™, Pearson MyLab & Mastering, Polycom and others. We are completing the development of a full online MBA program, and an online undergraduate management program. The college is currently collaborating with John Wiley to develop a full set of completely online programs. Leveraging technology, I plan to develop Virtual Reality Labs where we use cutting-edge VR technology to deliver immersion and hands-on learning to students in real world like environment. My idea of building the state-of-the-art VR labs, just like the trading room I led 15 years ago, will significantly enrich personalized student learning. We also plan to build a trading and data analytics lab. o Engaging with key stakeholders, the College developed a marketing and publicity campaign through developing a new website, new brochures, an annual impact report, organizing campus-wide and community events, and improving our social media. o Engagement with Industry and the Community: The College hosted the inaugural Annual Stakeholder Engagement Conference in 2016 to strengthen our interaction with a wide range of stakeholders to help us improve quality and impact of our programs by examining how we are doing now, ascertain where we are currently standing, and plan for improvements in the future. The event was very successful with more than 60 people participating. They provided many suggestions that will help the college continue improving its operations. The College has offered an Export Management Course in cooperation with the State Development Office, the District Export Council and participating foreign trade companies. The course uses hands-on learning approach where students take on the role of international trade consultants working with the participating company representatives to develop export marketing plans. The program is designed to promote exports by West Virginia businesses. The College expanded its reach to area companies and organizations, and secured internship and employment opportunities for its graduates at IBM, Amazon, US Foods, Steel of West Virginia, Sears, Cabell Huntington Hospital, West Virginia Development Office, West Virginia Department of Health and Human Services, and others. The College offered entrepreneurship seminars, worked with Huntington City Mission on social entrepreneurship, hosted a Weekend Startup in the community, and received a $200,000 grant from West Virginia Governor’s Office to host the inaugural West Virginia Governor’s School for Entrepreneurship where 60 high school students will learn and practice Vita of Dr. Haiyang Chen Page 7 of 32 entrepreneurship through working on projects in teams to solve real-life problems. The College developed two partner programs with the largest employer in the city, Cabell Huntington Hospital to develop an entire internal auditing program and cost accounting system. Both the Hospital’s finance department, and faculty and students from the College will benefit from this real world project. The partners are exploring other cooperation opportunities for Marketing, Human Resources, Risk Management, Reimbursement and Revenue Cycle departments in the Hospital. The College collaborated with Huntington City Mission to sponsor a “Shark Tank” style pitch competition as part of developing a social business venture in a commercial space to increase the City Mission’s revenues as well as to provide job training for people in the community. The College worked on various economic development projects with the West Virginia Manufacturing Association, the local chamber of commerce, and other companies and economic development agencies. The College is working with the Marshall Institute of Interdisciplinary Research to commercialize its biomedical research to enhance economic development and increase employment in West Virginia. The College is engaged with the Rotary Club of Huntington to provide presentations to the local business community on how the College can promote economic development through its internship programs and entrepreneurship programs. The College is collaborating with Robert C. Byrd Institute for Advanced Flexible Manufacturing to launch business incubator/accelerator programs for students at Marshall and others in the community. The College’s Kappa Phi chapter of Beta Alpha Psi is active in community service, especially with the IRS Volunteer Income Tax Assistance (VITA) program serving approximately 100 clients per year. The College launched West Virginia Lemonade Day programs to school students to teach them entrepreneurship. The College organized Ramen Noodle Cook-off events to collect peanut butter jars for donation to the Huntington Food Bank. o We celebrate our differences and promote diversity in our programs because we believe that diversity offers us a much richer environment for our people to learn, work, and accept different views with mutual respect. I am firmly committed to equity, diversity, and fairness in all decisions free of discrimination. I hired one associate dean who is African American, 7 new minority faculty with an additional 12 minority faculty already in the College, and elected two minority division heads. I also strongly support diversity programs on campus such as Vita of Dr. Haiyang Chen Page 8 of 32 the Annual Diversity Breakfast, the Annual Provost and Deans Reception for the Society of Black Scholars, the Scholarship Honor Brunch, and other diversity events on campus and in the community. o Heeding advice from the College’s Business Advisory Board and other stakeholders, the College renovated the 35-year old Student Advising Center adding independent advising offices with new furniture, faculty offices, secretary areas and divisional hallways, and an administrative suite. Through support from Steel of West Virginia, the College rebuilt one computer lab. We also plan to build a trading and analytic lab, for which partial funding was secured, and renovate the negotiation and sales lab. o The College received funding to offer a Lunch and Learn program to the community such as Green Cleaning for Your Business to dispel myths behind green cleaning and discuss how businesses and individuals can be good stewards of the environment through the use of nonhazardous chemicals, proper equipment, processes, consumables, materials and recycling. Marshall University has a strong commitment to sustainability and development of environmental sustainability. We are the first university in West Virginia to sign the Sustainability Partnership with EPA Region 3 (2010) to become an environmentally friendly campus. Students have developed organic gardens on campus that sell produce to the community. o Faculty have done research and publications in management ethics, accounting ethical standards, student ethics, values, and sustainability with integrity. The College is offering classes in Business and Society; Professionalism and Ethics Seminar; Professional Development and Ethics in Accounting, and Ethics and Global Aspects of Business. Many of the disciplines have ethics embedded in their courses. o Fundraising: Working with the University’s Foundation and Development Office, the College started a campaign to increase our major donor base by 20% a year, and grew 650 major donor prospects to over 1,000 in 2 years. We are in the process of qualifying these alumni. The next step is to step up face-to-face conversations to further build relationships, try to identify and solve their problems, and eventually increase major gifts such as the recent $10 million pledge from Brad Smith, CEO of Intuit, and a Lewis College of Business graduate. The College established a clear case for support for student scholarships, faculty and staff development, capital projects, and other needs. I played an important role in fund- and friend-raising as the University decentralizes the fund raising role to the college and divisional level. The College received $500,000 of $1 million total grant from BB&T Foundation to support its entrepreneurship program. The College’s annual Business Hall of Fame events were sold out Vita of Dr. Haiyang Chen Page 9 of 32 in the last three years, generating historically high donations of $360,000 from alumni and friends. The College established a Kathy Eddy New Horizon Fund to support accounting students’ travel outside the city and state to explore new opportunities. The College received five endowed scholarships each over $100,000. The College worked hard on increasing other donations for annual funds, speaker series, award programs, and renovations. The College received a $200,000 grant from the West Virginia Governor’s Office and other funding to host the inaugural West Virginia Governor’s School for Entrepreneurship in summer 2016. Additional funding has been confirmed for the future years. Working with the College’s Business Advisory Board, we established a Circle of Stewards initiative aimed at reconnecting with and bringing the former Business Hall of Fame inductees back to campus. The first component of the initiative is the Passing the Leadership Baton Series, which brings inductees back to campus to interview students on various leadership topics. The interviews are professionally taped, edited, and posted on our website. We filmed two episodes and are planning for others. The second component is the Vision 2050, which asks the inductees to work with the College to provide a long-term vision and direction. The last piece of it is the Investing in Marshall Sons and Daughters, which seeks the inductees’ support financially for the College. The College started a campaign to develop a culture of giving with faculty, staff and students. In 2015, 30% of faculty and staff invested in the Hall of Fame event telling people that we believe in our own future. Many faculty and staff are giving through payroll deductions. For students, we show them the importance of giving, and encourage them to give back to community through fund raising projects for food banks and other charities. The College developed several new revenue generating programs such as the PharmD/MBA, the EMBA, and international cooperation agreements with universities and high schools in China with the estimated first year net revenue of $1 million and $4 million annually when these programs are stabilized. In the international cooperation programs, we will recruit 120 students in each of the Energy Management, International Business, and MIS programs, and we expect that these new programs and expansion of existing programs will net multimillion dollar additional income in 3-5 years. The College aggressively engaged with stakeholders on campus and in the local community and the State of West Virginia to seek economic development opportunities to create jobs, business, and tax dollars. We cooperated with the ACMC to launch the Doctor of Management Practice in Nurse Anesthesia (DMPNA). It has generated more than $300,000 for the College. We are cooperating with the Marshall Institute of Interdisciplinary Research to commercialize its biotech research, with the West Virginia National Guard to provide consulting services for critical infrastructure protection assessment to Fortune 500 companies and agricultural programs, with the Robert C. Byrd Institute for Advanced Flexible Manufacturing, and other community organizations to launch a business hatchery/accelerator Vita of Dr. Haiyang Chen Page 10 of 32 to promote entrepreneurship collaboration. These real world projects will help students gain work experience, and generate revenues for the College and jobs for our students. o Budget Development and Oversight: We focused on increasing existing revenue streams, creating new sources of funding from new programs, and using resource more efficiently. I managed an annual budget of more than $8.5 million for 70 full-time faculty and staff, foundation accounts of $6 million, additional revenue and grant accounts, and developed new programs for multi-million revenue growth. Through managing a multi-million-dollar budget in the past 14 years, I have accumulated significant fiscal management skills including working with key stakeholders, aligning the budget with our mission, and making the budget process transparent. I led the effort of translating strategic plans into annual and long term and budgets. I secured more than 70% additional state funding for the College’s operating budget. I strategized and managed College resources including state funded accounts, several major revenue accounts, and foundation accounts. We supported research by providing funding for data, travel, and research awards. We controlled costs while providing quality service to our students. We maintained and upgraded our teaching and lab space, and remodeled faculty, staff, and administrative offices. • FOUNDING MANAGING DIRECTOR, JULY 2008 – JUNE 2013. Global Financial Services Institute, Cotsakos College of Business (AACSB accredited at both graduate and undergraduate levels), William Paterson University. o Strategic Planning and Implementation: The institute developed and implemented a five-year strategic plan with a focus on “Think Asia • Think Technology • Think Society”. o Program Development and Enrollment Growth: With a multi-million dollar, state-of-the-art trading room, the institute launched more than a dozen signature programs (see below) to enhance teaching, research, and student development in the College. The institute conceived, set up a Student Managed Portfolio, where students manage real money in a professional way, and helped develop the New Constitution & By-Laws and Vita of Dr. Haiyang Chen Page 11 of 32 Investment Policy Statement, raised private funds from alumni for the program, and advised students on investment, other management matters, and training. The institute developed University Students for Financial Literacy, where college students engaged in service-learning programs to help improve financial literacy in the community. It grew into a for-credit course for local high school students. The institute placed graduates in well-known companies such as Goldman Sachs, Bank of America, and the U.S. Department of the Treasury. The institute led enrollment growth of finance majors from about 100 to over 350. o International Programs: The institute developed a sister university relationship with Zhejiang University of Technology, a top-100 university in China and #1 ranked in the province. The institute developed and finalized international cooperation agreements for the 2+2 and 4+1 Exchange Program. The institute developed a Global College Student Forum, where thousands of college students from U.S. and China discussed and debated major global issues using information technology. The institute coordinated with Chinese partner universities to participate in the Forum, developed rules, set up the technology infrastructure, selected debate topics, and led students in semester-long research projects. The institute developed a Young Leaders Program, a non-credit program for international students who have inadequate English for admission into matriculated programs. The institute planned visits to foreign universities by the president and other senior administrators. The institute represented the University in international education activities. The institute increased international activities and the number of international students on campus. The institute generated additional revenue from tuition and fees for the University. The institute enhanced the University visibility internationally. The institute sent hundreds of American students to visit foreign companies and universities. The institute increased our student exposure to foreign culture and emerging markets. The institute increased friendships among ours and other host country universities and students. Vita of Dr. Haiyang Chen Page 12 of 32 o Engagement with the Business Community and the Public: The institute initiated and led the 2011 New Jersey and Zhejiang Investment and Trade Symposium where more than 600 people including governors from New Jersey and Zhejiang Province, CEOs and other business leaders and professionals attended the celebration event on the William Paterson campus for the 30th anniversary of the sisterhood between the State of New Jersey and Zhejiang Province, China. The institute developed and carried out a comprehensive plan for the Community Financial Literacy Program to enhance public awareness and understanding of personal financial issues, and promoted best practices in personal financial planning and management for individuals and their families. We received annual grants from the State Farm Companies Foundation and other institutions. The institute planned and executed a series of community service events through cooperation within the University community including the Small Business Development Center; the Center for Continuing Education and Professional Learning; and the Instruction, Research, and Technology; Admissions Office. The institute cooperated with stakeholders in the community to plan and execute outreach programs. We invited professionals to speak to students, sought financial support for our financial literacy programs, gave talks to the community groups, and offered kickoff events to alumni and other professionals, etc. The institute promoted regional economic development and developed global cooperation initiatives. The institute organized and coordinated the Annual Conference on Global Issues and other professional conferences in which government officials, experts, and business leaders speak to students, faculty, and the public on current global issues. The institute organized the Private Equity Investment in Hong Kong and China conference in New York City. The institute organized the Financing and Investing in China: Opportunities and Challenges for Mid- and Small-sized U.S. Companies conference in New Jersey. The institute organized the Financing and Investing in China: A Close-up Look at the Country’s Investment Opportunities conference, led a 12-member investment delegation visited 5 cities in China, and held 5 conferences with hundreds of participants from government, industry and media. The institute hosted seminars among private equity and venture capital practitioners from U.S. and Asian countries. o AACSB Accreditation: The institute contributed to initial (2005) and maintenance (2009) AACSB accreditation. I Vita of Dr. Haiyang Chen Page 13 of 32 served on important AACSB accreditation committees. The institute’s programs were cited by the AACSB peer review teams as a reason for the school’s AACSB initial and maintenance accreditation. o Faculty and Staff Support and Development: I hired, led, and collaborated with a team of full-time faculty and staff including 2 faculty, 2 full-time assistant directors, an executive assistant, visiting scholars, part-time technical support staff, consultants, and five student assistants. We initiated and acquired a well-established peer review journal, the International Journal of Finance to publish original contributions in the field of corporate finance, investment and portfolio analysis, financial institutions, international finance, and international business. o Budget Development and Management: The institute prepared and managed its annual and long-term budgets, and various accounts with an annual operating budget of more than $500,000. o Commitment to Research: The institute increased research support and funding for faculty and students, and involved students in research and attending professional conferences. o Fund- and Friend-Raising: The institute worked closely with donors and the University’s Institutional Advancement Office for fund- and friend-raising. We helped raised funds for the Student Management Portfolio and the Community Financial Literacy Program, and was actively working with the University Institutional Advancement Office to raise funds for the Institute. o Reputation Building: The institute managed its marketing and branding campaigns. We developed our website in various languages, created brochures and marketing materials for program introduction and student recruitment, and developed good relationships with the University publicity office and media to increase coverage of our Institute. The institute increased visibility of the University and participated in the prestigious national Chartered Financial Analyst Global Investment Research competing with students from Yale, NYU, Rutgers, and other well-known universities. The competition was organized by CFA Institute and the New York Society of Security Analysts. Vita of Dr. Haiyang Chen Page 14 of 32 • FOUNDING PROGRAM DIRECTOR, JULY 2008 – JUNE 2012. CFP board-registered Certified Financial Planner (CFP®) programs, Cotsakos College of Business (AACSB accredited at both graduate and undergraduate levels), William Paterson University. o The program developed CFP curriculum, which was ranked in the Top 10 financial planning programs in the nation by the National Financial Planning Association. o The program attracted and retained quality faculty and students for the program. o The program placed our CFP graduates with well-known financial planning companies. o Our CFP student team won first place in the 2010 National Financial Planning Challenge organized by the National Financial Planning Association, the Academy of Financial Services, Ameriprise Financial, and the Certified Financial Planner Board of Standards, Inc. o Our student team won second place in the 2011 National Financial Planning Challenge organized by the National Financial Planning Association. o The program developed extensive relationships with the financial planning community. o The program developed extensive financial planning programs for the community and the public including professional training, Money Bus to visit the University, public seminars for financial literacy, and Money and Investment Camp for High School Students. o The program established the first official student organization for financial planning. o The program increased University visibility by establishing one of the Top 10 financial planning programs in the nation. • FOUNDING DIRECTOR, JULY 2002 – JUNE 2008. E*TRADE FINANCIAL Learning Center, Cotsakos College of Business (AACSB accredited at both graduate and undergraduate levels), William Paterson University. o The center developed and implemented a five-year strategic plan. o The center initiated and launched many signature programs. Hands-on Finance Training Program for Chinese college students Global College Student Forum: A Real Time Online Debate Program LET THE WORLD KNOW US: An Action Learning Trip Abroad Vita of Dr. Haiyang Chen Page 15 of 32 Annual Conference on Global Issues Professional Training Series University Students for Financial Literacy Annual Summer Money & Investing Camp for High School Students Annual Investment Trading Challenge o The center worked closely with donors and the University’s Institutional Advancement Office for fund- and friend-raising. o I hired, led, evaluated, and retained a team of full-time staff. I had direct personnel responsibility for one full-time assistant director, an executive assistant, visiting scholars, parttime technical support staff, consultants, and five student assistants. I managed the Center’s space, branding, and budgets. o With one of the largest trading rooms in the nation in 2002, the center grew and expanded its programs including developing new courses and revising ten existing courses to integrate the trading floor into the College’s programs. RESEARCH • REFEREED PUBLICATIONS o Chao, M., Li, F., Chen, H., “Perceived Ethicality of Moral Choice: The Impact of Ethics Codes, Moral Development, and Relativism,” Nankai Business Review International, Vol. 7, No. 2, 2016, pp. 258-79. o Zhang, G., Chen, H., and Cai, F. “Weekly Options on Stock Pinning,” Journal of Business and Economic Studies, Vol. 21, No. 1/No. 2, Spring/Fall, 2015, pp. 62-73. o Cai, F., Xu, L., Chen, H., and Zhang, G. “The Impact of Weekly Options on Stock Returns and Volatility,” International Journal of Finance, Vol. 26, No. 1, 2014, pp. 52-64. o Zhang, G., Chen, H., and Cai, F. “Stock Clustering Effect from Weekly Equity Options,” Journal of Economics, Business and Management, Vol. 2, No. 2, May 2014, pp. 122-24. o Chen, H., Hu, M, and Zhang P. “Overcoming Liability of Foreignness: An Analysis of Early Foreign Investment in China,” International Journal of Strategic Decision Sciences, Vol. 1, Issue 3, 2010, pp. 71-83. Vita of Dr. Haiyang Chen Page 16 of 32 o Cao, H., You, J., Lu, R., and Chen, H. “Research on Finance of Science and Technology Development Index in China,” Chinese Journal of Management Science, Vol. 18, Special Issue, 2010, pp. 408-12. o Qi, H., Woodlock, P., Liu, S. and Chen, H. “Do Stock Options Encourage Managers to Take Risk?” Journal of Finance Issues, Vol. 5, No. 2, Fall 2007, pp. 160-75. o Li, F. and Chen, H. “Individualism-Collectivism, Moral Schema, and Ethical Decision Process,” Journal of Business Management and Change, Vol. 1, No. 1, 2006, pp. 15-28. o Chen, H., Griffith, D., and Hu, M. “The Influence of Liability of Foreignness on Market Entry Strategies: An Illustration of Market Entry in China,” International Marketing Review, Vol. 23, No. 6, 2006, pp. 636-49. o Liu, S., Chen, H., and Hu, M. “Determinants of Entry Mode Choice: A Financial Management Approach,” Journal of International Business Strategy, Vol. III, No. 1, 2006, pp. 96-102. o Volpe, R., Chen, H., and Liu, S. “An Analysis of the Importance of Personal Finance Topics and the Level of Knowledge Possessed by Working Adults,” Financial Services Review, Vol. 15, No. 1, 2006, pp. 81-98. o Chen, H. and Volpe, R. “Financial Literacy, Education, and the Services in the Workplace,” B>Quest, 2005, pp. 1-16. o Li, F. and Chen, H. “The Impact of Collectivism and Individualism on Ethical Decision Process,” Business Research Yearbook: Global Business Perspective, Vol. XII, No. 1, 2005, pp. 259-63. o Volpe, R., and Chen, H. “Financial Basics Revisited,” Ohio Business Technology Educator, Vol. LXIII, 2004, pp. 71-79. o Chen, H., Grimm, R., and Volpe, R. “An Analysis of Stock Recommendations by Investment Banker and Non-Investment Banker Analysts,” in Competitive Advantage: Contemporary Perspective. Edited by Jess S. Boronico, Island Park, New York: Whittier Publishing, Inc., 2004, pp. 70-83. o Chen, H., and Volpe, R. “Integrating Finance in CPA Education: A Comparative Analysis of CPA Practice and Education in the US and China,” Academy of Educational Leadership Journal, Vol. 8, No. 2, 2004, pp. 87-115. Vita of Dr. Haiyang Chen Page 17 of 32 o Hu, M., Zhang, Peter, and Chen, H. “Predicting Sino-Foreign Joint Venture Equity Control with Transaction Cost Factors: A Neutral Network Analysis,” European Journal of Operation Research, Vol. 159, Issue 3, 2004, pp. 729-40. o Chen, H., Hu, M., and Leung, C. K. “Liability of Foreignness: The Case of Foreign Investments in China,” Business Research Yearbook: Global Business Perspective, Vol. X, 2003, pp. 252-56. o Chen, H., Volpe, R., and Hu, M. “An Analysis of Personal Finance Education among College Students: Implications for Business Educators,” Ohio Business Technology Educator, Vol. LXI, 2002, pp. 24-36. o Chen, H., and Volpe, R. “Gender Differences in Financial Literacy among College Students,” Financial Services Review, Vol. 11, No. 3, 2002, pp. 289-307. o Volpe, R., Kotel, J., and Chen, H. “A Survey of Investment Literature on Online Investors,” Journal of Financial Counseling and Planning, Vol. 13, No. 1, 2002, pp. 1-13 (the lead article). o Chen, H., and Hu, M. “Ownership Strategy of Multinationals from ASEAN: The Case of Their Investment in Sino-foreign Joint Ventures,” Management International Review, Vol. 42, No. 3, 2002, pp. 309-26. o Chen, H., and Hu, M. “An Analysis of Determinants of Entry Mode and Its Impact on Performance,” International Business Review, Vol. 11, No. 2, 2002, pp.193-210. o Volpe, R., and Chen, H. “Finance: A Missing Dimension in Accounting Education,” Ohio CPA Journal, April-June, 2001, pp. 49-51. o Volpe, R., Chen, H., and Pavlicko, J. “Personal Financial Literacy: The Missing Dimension in Business Education,” Ohio Business Teacher, Vol. LVIII, October, 1999, pp. 24-34. o Chen, H., and Volpe, R. “An Analysis of Personal Financial Literacy among College Students,” Financial Services Review, Vol. 7, No. 2, 1998, pp. 107-28. (This is the second most cited article in the journal.) o Griffith, D. A., Hu, M., and Chen, H. “Formation and Performance of Multipartner Joint Ventures: A Sino-foreign Illustration,” International Marketing Review, Vol. 15, Nos. 2 & 3, 1998, pp. 171-87. o Hu, M., Hung, M., Shanker, M., and Chen, H. “Using Neural Networks to Predict Performance of Sino-Foreign Joint Ventures,” International Journal of Computational Intelligence and Organizations, Vol. 1, No. 3, 1996, pp.134-43. Vita of Dr. Haiyang Chen Page 18 of 32 o Volpe, R., Chen, H., and Pavlicko, J. “Personal Investment Literacy among College Students: A Survey,” Financial Practice and Education, Vol. 6, No. 2, 1996, pp. 86-95. o Hu, M., and Chen, H. “An Empirical Analysis of Factors Explaining Foreign Joint Venture Performance in China,” Journal of Business Research, Vol. 35, No. 2, 1996, pp. 165-73. o Hu, M., and Chen, H. “Performance of Hong Kong Foreign Subsidiaries in China,” in Advances in Chinese Industrial Studies. Edited by Sally Stewart, Greenwich, Connecticut: JAI Press, 1994, pp. 185-98. o Hu, M., and Chen, H. “Foreign Ownership in Chinese Joint Ventures: A Transaction Cost Analysis,” Journal of Business Research, Vol. 26, No. 2, February 1993, pp. 149-60. o Schroath, F., Hu, M., and Chen, H. “Country of Origin Effects of Foreign Investment in China,” Journal of International Business Studies, Vol. 24, No. 2, 1993, pp. 277-90. o Chen, H., Hexter, L., and Hu, M. “Management Ownership and Corporate Value: Some New Evidence,” Managerial and Decision Economics, Vol. 14, No. 4, 1993, pp. 335-46. o Chen, H., and Hu, M. “Stock Valuation Effects of International Joint Ventures: Evidence from U.S. Investment in Eastern European Countries,” in Wealth Creation in Eastern Europe: Financial Management Issues and Strategies. Edited by Fred R. Kaen and Ike Mathur. New York: The Haworth Press, 1992, pp. 67-85. o Hu, M., Chen, H., and Shieh, J. “Impact of U.S.-China Joint Ventures on Stockholders Wealth by Degree of International Involvement,” Management International Review, Vol. 32, No. 2, 1992, pp. 135-48. o Chen, H. and Hu, M. “How Managers Can Forecast Sales of New Products,” Journal of Business Forecasting, Vol. 10, No. 2, summer 1991, pp. 26-28. o McKee, D., Lin, X., and Chen, H. “Hong Kong's Investment in China and the Hong Kong's Economy,” Philippine Economic Journal, Vol. 30, Nos. 3&4, 1991, pp. 224-36. o Chen, H., and Hu, M. “Stock Valuation Effects International Joint Ventures: Evidence from U.S. Investment in Eastern European Countries,” in the Special Issue on Wealth Creation in Eastern Europe in Journal of Multinational Financial Management, Vol. 1, No. 4, 1991, pp. 67-85. o Chen, H., Hu, M., and Shieh, J. “The Wealth Effect of International Joint Ventures: The Case of U.S. Investment in China,” in the Special Issue on International Corporate Finance in Financial Management, Vol. 20, No. 4, Winter 1991, pp. 31-41. Vita of Dr. Haiyang Chen Page 19 of 32 • PROFESSIONAL PRESENTATIONS o Chen, H., and Karim, M. A Comparative Analysis of Companies Going Abroad, presented at the International Conference Organized by the Collaborative Innovation Center of Antipoverty and Development of Wuling Mountain Area at Jishou University, Hunan, China, July 2016. o Chao, M., Li, F., and Chen, H. Chinese Managers’ Judgment on Ethical Dilemmas: The Role of Commitment to Ethics Code, Moral Maturity, and Relativism, presented at the 9th Asia Academy of Management Conference Paper Development Workshop at the Chinese University of Hong Kong, June 2015. o Cai, F., Xu, L., Chen, H., and Zhang, G. Does Weekly Option Introduction Impact Underlying Stock Returns and Volatility, presented at the 41st Annual Conference of Northeast Business & Economics Association, Monmouth University, Monmouth, NJ, November 2014. o Chen, H., and Karim, M. West Virginia Manufacturers Expanding into the Global Marketplace, presented at the 2014 Leadership Summit of West Virginia Manufacturing Association, Glade Springs Resort, WV, June 2014. o Chao, M., Li, F., and Chen, H. The Impacts of General Ethical Values, Relativism, and Moral Maturity on Chinese Managers’ Moral Judgment, presented at the 2014 China Marketing International Conference in Wuhan, China, April 2014. o Zhang, G., Chen, H., and Cai, F. Stock Clustering Effect from Weekly Equity Options, presented at the 3rd International Conference on Financial Management and Economics in Barcelona, Spain, August 2013. o Cao, H., You, J., Lu, R., and Chen, H. Research on Finance of Science and Technology Development Index in China, presented at the 12th Annual Conference of China Management Science in Beijing, China, November 2010. o Chen, H. and Hu, M. Overcoming the Liability of Foreignness: The Early Hong Kong Investment in China, presented at the 2005 Academy of International Business – Northeast USA Annual Conference in Cleveland, October, 2005. o Li, F., and Chen, H. The Impact of Collectivism and Individualism on Ethical Decision Process, presented at the 2005 Conference of IABD in Pittsburgh, April 2005. o Woodlock, P., Liu, S., Wu, C., and Chen, H. An Event Study: Equity Market Reactions to Stock Based Compensation Accounting Changes, presented at the 2005 Conference of Midwest Business Administration Association in Chicago, March 2005. Vita of Dr. Haiyang Chen Page 20 of 32 o Chen, H., Cai, F., Li, F., and Leung, C. An Analysis of Foreign Investment in Chinese Higher Education, presented at 2005 conference of NBEA in New York, September 2004. o Chen, H. and Volpe, R. Financial Literacy, Education, and Services in the Workplace, presented at the 2004 Annual Conference of Academy of Financial Services in New Orleans, October 2004. o Chen, H., Liu, S. and Hu, M. Determinants of Entry Mode Choice: A Financial Management Approach, presented at the Inaugural Conference of International Association for Chinese Management Research in Beijing, China, June 2004. o Volpe, R., Chen, H., and Liu, S. Financial Literacy among Employees: Perspectives from Benefit Professionals, presented at the 2003 Annual Conference of Academy of Financial Services in Denver, October 2003. o Cai, F., and Chen, H. Comparing Portfolio Returns Using Earning Momentum Model, presented at the 30th Annual Meeting of the Northeast Business & Economic Association, October 2003. o Chen, H., Volpe, R., and Cai, F. On Dollar Cost Averaging and Lump Sum Investing, presented at the 15th Biennial Conference of Association of Indian Economic Studies, May 2003. o Chen, H., Hu, M., and Leung, C. K. Liability of Foreignness: The Case of Foreign Investments in China, to be presented at the 2003 Conference of International Academy of Business Disciplines, April 2003. o Hu, M., Zhang, G. P., and Chen, H. Predicting Sino-Foreign Joint Venture Equity Control with Transaction Cost Factors: A Neutral Network Analysis, presented with proceeding at Decision Sciences Institute 2002 Annual Meeting, November 2002. o Volpe, R. and Chen, H. A Survey of Financial Literacy among Online Investors, presented at the 2002 Annual Meeting of Academy of Financial Services, October 2002. o Chen, H., and Hu, M. Overcoming Liability of Foreignness: The Case of Early Hong Kong Investment in China, proceeding of Allied Academies International Conference, October 2002. o Chen, H., and Hu, M. Overcoming Liability of Foreignness: The Case of Early FDI in China, to be presented at the 2002 Annual Meeting of Academy of International Business, June 2002. o Chen, H., and Volpe, R. Gender Differences in Personal Financial Literacy, presented at the 2001 Annual Meeting of Academy of Financial Services in Toronto, October 2001. Vita of Dr. Haiyang Chen Page 21 of 32 o Chen, H., and Volpe, R. Finance: A Missing Dimension in Undergraduate Accounting Programs in the U.S. and China, presented at the Second China Accounting and Finance Review International Conference in Beijing, China, May 2001. o Chen, H., and Volpe, R. An Analysis of Personal Financial Education among College Students, presented at the 2000 Annual Meeting of the Academy of Business Education, September 2000. o Chen, H., and Hu, M. Entry Mode Strategy and Its Impact on Performance: A Transaction Cost Analysis of Foreign Investment in China, presented at the 1998 Annual Meeting of the Academy of Management, August 1998. o Volpe, R., Chen, H., and Pavlicko, J. Personal Financial Literacy: A Missing Dimension in Business Education, presented at the 1998 Annual Meeting of American Academy of Accounting and Finance, December 1998. o Chen, H., Grimm, R., and Volpe, R. Grimm, Do Analysts Wear Two Hats? presented at the 1997 Annual Meetings of Financial Management Association in Honolulu, October 1997. o Chen, H., and Volpe, R. A Survey of Personal Financial Literacy among College Students in the United States, presented at the 1997 Annual Meeting of the Academy of Financial Services in Honolulu, October 1997. o Chen, H., and Hu, M. Ownership Strategy of Multinationals from ASEAN: The Case of Their Investment in Sino-foreign Joint Ventures, presented at the International Economic Theory and Tax Reform Conference in Changchun, China, August 1997. o Volpe, R., and Chen, H. An Assessment of Financial Illiteracy among College Students and Its Implications for Curriculum Development, presented at the Sixth Annual Business/Economics Teaching Conference in Chicago, November 1995. o Volpe, R., Chen, H., and Pavlicko, J. Financial Illiteracy among College Students: A Survey, presented at the 1995 Annual Meeting of Financial Management Association in New York, October 1995. o Chen, H., Volpe, R., and Barber, R. A Further Analysis of Dollar Cost Averaging and Lump Sum Investing, present at the 1995 Annual Meeting of the Midwest Finance Association in Cincinnati, March 1995. o Hu, M., and Chen, H. Factors Explaining the Performance of Joint Ventures in China, presented at the 1992 Annual Meeting of Western Economic Association in San Francisco, July 1992. Vita of Dr. Haiyang Chen Page 22 of 32 o Hu, M., and Chen, H. Performance of Hong Kong Joint Ventures in China, presented at a research workshop on foreign investment in China at Hong Kong University in Hong Kong, July, 1992. o Hu, M., Chen, H., and Shieh, J. Impact of US-China Joint Ventures on Stockholders' Wealth by Degree of International Involvement, presented at the Fourth Annual Conference of Pacific-Basin Capital Markets Financial Society (PACAP) in Hong Kong, July 1992. o Chen, H., Hexter, L., and Hu, M. A Further Inquiry into Management Ownership and Corporate Value, presented at the 1991 Annual Meeting of Financial Management Association in Chicago, October 1991. o Chen, H., Hexter, L., and Hu, M. Ownership Structures and Firm Performance: Some New Evidence, presented at the 1990 Annual Meeting of Northern Finance Association in Banff, Alberta, Canada, September 1990. o McKee, D., Lin, X., and Chen, H. Hong Kong's Investments in China and Hong Kong's Economy, presented at the 1990 Annual Meeting of American Regional Science Association in Boston, November, 1990. o Chen, H. The Investment Environment for Foreign Equity Joint Ventures in China, presented at the 1987 Annual Meeting of the Academy of International Business in Chicago, November 1987. • PROFESSIONAL SERVICE o Served as a member of AACSB peer review team for a school’s reaccreditation. o Member of the Board and Secretary of Council of Chinese American Deans and Presidents. o Member of BB&T Advisory Board for the West Virginia Huntington Market. o Referee for journals: Journal of International Business Studies International Business Review Global Finance Journal Journal of Multinational Financial Management Vita of Dr. Haiyang Chen Page 23 of 32 Financial Management Financial Review Journal of Applied Business Research Managerial and Decision Economics Journal of Financial Counseling and Planning Financial Services Review o Reviewer for textbook: Practical Financial Management UNIVERSITY SERVICE • SELECTED COMMITTEES AND TASKFORCE o Member, Marshall 20/20 University Strategic Planning Team, 2013 – 2016. Marshall University. o Member, Provost’s Academic Portfolio Review Team, Marshall 20/20 University Strategic Planning Team, 2013 – 2016. Marshall University. o Member, Academic Deans, 2013 – 2016. Academic Affairs Division, Marshall University. o Chairperson, Executive Committee, 2013 – 2016. Lewis College of Business, Marshall University. o Chairperson, Alumni Relation and Fundraising Work Group, 2014 – 2015. Lewis College of Business, Marshall University. o Member, The Cotsakos College of Business Dean’s Search Committee, 2013. The Cotsakos College of Business, William Paterson University. o Member, College of Business External Relation Committee, 2012. The Cotsakos College of Business, William Paterson University. o Member, University Facility Director Search Committee, 2011. William Paterson University. o Member, The Cotsakos College of Business Associate Dean’s Search Committee, 2010. The Cotsakos College of Business, William Paterson University. Vita of Dr. Haiyang Chen Page 24 of 32 o Member, University Asian Studies Committee, 2006 - 2013. William Paterson University. o Member, University American Democracy Project Committee, 2004 - 2013. William Paterson University. o Member, University Timely Degree Completion Initiative, Financial Issues Committee, 2003 – 2004. William Paterson University. o Member, AACSB Instructional Resources and Responsibilities Committee, 2002 - 2005. The Cotsakos College of Business, William Paterson University. o Chairperson, E*TRADE FINANCIAL Learning Center Strategic Planning Committee, 2002 2006. The Cotsakos College of Business, William Paterson University. o Member, University Ad-Hoc Committee on Interdisciplinary Program of Chinese Studies, 2001 - 2002. Youngstown State University. o Member, AACSB Intellectual Contribution Team, 2001 - 2002. The Williamson College of Business Administration, Youngstown State University. o Member, AACSB Technology Committee, 2000 - 2002. The Williamson College of Business Administration, Youngstown State University. o Member, Advisory Council for University’s International Studies & Programs, 1999 - 2000. Youngstown State University. o Chairperson and member, University Research Committee, 1997 - 1999. (Chair, 1998 to 1999) Youngstown State University. o Member, University Graduate Council, 1997 - 1999. Youngstown State University. o Member, AACSB Teaching Enhancement Work Team, 1995 - 1999. The Williamson College of Business Administration, Youngstown State University. o Member, University Distinguished Professor Screening Committee, 1996. Youngstown State University. o Chairperson and member, University Senate Curriculum Committee, 1993 - 1996 (Chair, 1995 to 1996). Youngstown State University. o Member, University Senate Program Committee, 1995 - 1996. Youngstown State University. o Member, University Academic Senate, 1994 - 1995. Youngstown State University. Vita of Dr. Haiyang Chen Page 25 of 32 o Member, Global Awareness Committee, 1991 - 1993. Youngstown State University. o Member, Continuing Education Subcommittee, 1990 - 1992. Youngstown State University. o Member, Student Academic Affairs Committee, 1991 - 1992. Youngstown State University. o Chairperson and member, College Graduate Studies Committee, 1994 – 1997. (Chair, 1994 – 1995.) The Williamson College of Business Administration, Youngstown State University. o Member, AACSB Teaching Enhancement Work Team, 1995 - 1999. The Williamson College of Business Administration, Youngstown State University. o Member, Graduate Curriculum Committee, 1994 - 1995. The Williamson College of Business Administration, Youngstown State University. o Member, Scholarship Committee, 1993 - 1994. The Williamson College of Business Administration, Youngstown State University. o Member, Graduate Faculty Membership Committee, 1993 - 1996. Youngstown State University. o Member, University Research Professorship Screening Committee, 1993. Youngstown State University. o Member, Research/Grant Support Group, 1993. Youngstown State University. o Member, Accreditation Curriculum Standard Committee, 1990 - 1991. The Williamson College of Business Administration, Youngstown State University. o Member, Dean's Ad Hoc Committee on Financial Database, 1988 - 1991. The Williamson College of Business Administration, Youngstown State University. o Member, Scholarship Committee, 1989 - 1990. The Williamson College of Business Administration, Youngstown State University. o Member, Dean's Ad Hoc Committee on AACSB Accreditation, 1988 - 1989. The Williamson College of Business Administration, Youngstown State University. EDUCATION AND PROFESSIONAL DEVELOPMENT • Executive Program Certificate, 1998, University of Southern California. Vita of Dr. Haiyang Chen Page 26 of 32 • Doctor of Philosophy in Finance, 1990, Graduate School of Management, Kent State University. • Master of Arts in Economics, 1987, Graduate School of Management, Kent State University. • Master of International Management, 1984, Thunderbird School of Global Management, Arizona State University. • Bachelor of Science in Economics, 1982, University of International Business and Economics, Beijing, China. • SELECTED PROFESSIONAL DEVELOPMENT ACTIVITIES (1997-present) o Presented at the Council of Chinese American Deans and Presidents 2016 Forum on Leadership and Engagement, Harvard University, Boston, MA, October 21-23, 2016. o Attended AACSB 2016 International Conference and Annual Meeting, Boston, Massachusetts, April 3-5, 2016. o Attended AACSB Advisory Council Seminar, Boston, Massachusetts, April 1-2, 2016. o Attended AACSB 2016 Deans Conference, Miami, Florida, January 30 - February 2, 2016. o Presented at and attended Council of Chinese American Deans and Presidents 2015 Forum on Leadership Pathways, Houston, Texas, October 16-18, 2015. o Attended Mid-Atlantic Association of Colleges of Business Administration 2015 Annual Conference, the Sagamore, Bolton Landing, New York, October 14-16, 2015. o Attended AACSB 2015 Annual Accreditation Conference, Chicago, Illinois, September 20-22, 2015. o Attended AACSB Continuous Improvement Review Seminar, Chicago, Illinois, September 19, 2015. o Attended West Virginia Chamber of Commerce 2015 Annual Meeting and Business Summit, the Greenbrier Resort, West Virginia, September 2–4, 2015. o Attended AACSB 2015 Deans Conference, San Diego, California, February 8-10, 2015. o Attended Mid-Atlantic Association of Colleges of Business Administration 2014 Annual Conference, New Brunswick, New Jersey, October 15-17, 2014. Vita of Dr. Haiyang Chen Page 27 of 32 o Attended MidAmerican Business Dean’s Association 2014 Annual Meeting, Chicago, Illinois, October 12-14, 2014. o Attended Council of Chinese American Deans and Presidents 2014 Forum on Fundraising & Academic Leadership, Chicago, Illinois, October 10-12, 2014. o Attended West Virginia Chamber of Commerce 2014 Annual Meeting and Business Summit, the Greenbrier Resort, West Virginia, August 27–29, 2014. o Presented at and attended West Virginia Manufacturing Association 2014 Leadership Summit of, Glade Springs Resort, West Virginia, June 8-9, 2014. o Attended AACSB 2014 Deans Conference, San Francisco, California, February 2-4, 2014. o Attended AACSB 2013 Annual Accreditation Conference, St. Louis, Missouri, September 2324, 2013. o Attended West Virginia Chamber of Commerce 2013 Annual Meeting and Business Summit, the Greenbrier Resort, West Virginia, August 28 – 30, 2013. o Presented Venture Capital and Technology Banking for executives from China Construction Bank, Hengshui Subsidiary, University of International Business and Economics, Beijing, China, July 16, 2012. o Attended U.S.-China Capital Market Forum: Cross-Border Listing and Investment, New York University, New York, New York, April 17, 2012. o Attended 2012 China Business Conference: The China Model for the Next Decade, Columbia University, New York, New York, March 31, 2012. o Attended Forum on China's Economy in 2012: Forecast & Views, the National Committee on U.S.-China Relation, the China Center for Economic Research and New York Stock Exchange, New York, New York, January 9, 2012. o Attended Economic Function of a Stock Exchange, Baruch College, New York, New York, October 4, 2011. o Attended 2011 New Jersey and Zhejiang Investment and Trade Symposium, William Paterson University, Wayne, New Jersey, July 20, 2011. o Attended 2011 China Business Conference: Growing Like China, Columbia University, New York, New York, April 2, 2011. Vita of Dr. Haiyang Chen Page 28 of 32 o Attended Asian Century Forum, Financial Times and Paul Hastings, New York, New York, March 23, 2011. o Attended Federal Reserve in the 21st Century Symposium, Federal Reserve Bank of New York, New York, New York, January 13, 2011. o Attended NACEA Annual Conference: Innovation and Entrepreneurship in the 2010s and Beyond, North American Chinese Entrepreneur Association, Iselin, New Jersey, October 24, 2010. o Attended Federal Reserve in the 21st Century, Federal Reserve Bank of New York, New York, New York, January 13-14, 2010. o Attended China's Economy in 2011: Forecast and Analysis from Leading Chinese Economists, The National Committee on U.S.-China Relation, the China Center for Economic Research and New York Stock Exchange, New York, New York, January 7, 2010. o Attended AACSB World Class Practices in Management Education Conference, Shanghai, China, May 31-June 2, 2009. o Attended National Research Symposium of Financial Literacy and Education, the U.S. Department of Treasury, Washington DC, October 6-7, 2008. o Attended CFP Director Conference and 2007 FPA Conference, Seattle, Washington, October 8-11, 2007. o Attended Nikkei seminar Balancing East Asia’s Potential: Leveraging Japan’s Leadership to Build Regional Economic Stability, Japan Society, New York, New York, June 21, 2007. o Attended Globalization and Higher Education: Knowledge, Democracy and Power, William Paterson University, April 26-27, 2007. o Attended China Private Equity Forum, Strategic Research Institute, New York, New York, November 28-29, 2006. o Attended 4th China (Hangzhou) International Conference on WTO & Financial Engineering and Venture Capital, Hangzhou, China, October, 2006. o Attended Doing Business with China, New Jersey Commerce, Economic Growth & Tourism Commission, Trenton, New Jersey, October 25, 2005. o Attended World Business Forum 2005: Leadership Speaks, Richard Branson, Rudy Giuliani, Andrea Jung, Terry Semel, Craig Venter, C.K. Prahalad, Jack Welch, Dennis Nally and Tom Vita of Dr. Haiyang Chen Page 29 of 32 Peters, HSM Group, New York, New York, September 13-14, 2005. o Attended 3rd China (Hangzhou) International Conference on WTO & Financial Engineering and Venture Capital, Hangzhou, China, October, 2004. o Attended Private Equity Summit 2004: Fund Formations and Emerging Investment Opportunities, Kirkland Ellis LLP, New York, New York, May 2004. o Attended World Business Forum 2004: Leadership Speaks, Bill Clinton, Jim Collins, Lou Gerstner, Jr., Rudy Giuliani, Philip Kotler, Anne Mulcahy, Michael Porter, Jeremy Siegel, Jack Welch, and Ben Zander on political, academic, and practical dimensions of the current business environment, HSM Group, New York, New York, May 2004. o Attended Learning Revolution in Action Workshops, the Learning Revolution International, La Mesa, California, January 2004. o Attended Conference of Skills in Demand: The Role of Higher Education Institutions at Rutgers, the State University of New Jersey, November 2003. o Attended Equity Markets Microstructure Seminar: Teaching Microstructure and Using Trading Floors in MBA Program, Baruch College, New York, New York, November 2003. o Attended Investing in China’s Financial Markets II: New Players in a Changing Investment Climate, Asia Society, New York, New York, September 2003. o Attended Hedge Funds Seminar, New York Society of Security Analysts, New York, New York, July 2003. o Attended Federal Reserve Bank of New York Seminar for Professors, New York, New York, January 2003. o Attended Seminar of MATLAB for Financial Applications, New York, New York, October 2002. o Attended 2002 Innovest Conference, Economic Development Inc., Case Western Reserve University, Akron, Ohio, May 2002. o Attended Youngstown Business Incubator Management Boot Camp, March to April 2002. o Attended First China Enterprise Resources Planning Conference in Beijing, China, June 2001. o Attended EVA Challenge: Implementing and Sustaining Economic Value Added in Today’s Organization, sponsored by Hyperion and Stern Stewart & Co., April 2001. Vita of Dr. Haiyang Chen Page 30 of 32 o Attended Third Annual Worldwide Lessons in Leadership Series, Ken Blanchard, Stephen Covey, and Tom Peters on How to Team Up for Success Wherever You Live and Work, November 1998. o Attended 14th Annual Pacific Rim Management Programs, Doing Business with China, at International Business Education and Research Executive Programs, Marshall School of Business, University of Southern California, June 1998. o Attended Small Business Innovation Research (SBIR) and Small Business Technology Transfer (STTR) program on innovations and business financing, sponsored by Ohio Department of Development, January 1998. o Attended Best of Lessons in Leadership II: Insights for Personal and Professional Success, where I learned how to create a vision, lead by example, think effectively, be a more productive team member, and get things done, etc., 1998 - 1999. o Attended Second Annual Worldwide Lessons in Leadership Series, Peter Drucker, Tom Peters, Stephen Covey, Ken Blanchard, Kenichi Ohmae, Peter Senge, Rosabeth Moss Kanter, and Gary Hamel on Leadership in Workplace: Thriving on True Teamwork, October 1997. o Attended Best of Lessons in Leadership I: How to Stay Focused on the Customer, where I learned how to be a customer service specialist, gain power through lifelong learning, be a communicating leader, avoid strategic errors, etc., 1997 - 1999. o Attended Best of Lessons in Leadership, Tom Peters, Ken Blanchard, and Marjorie Blanchard on WOW Takes More Than a Minute: How to Stay Focused on the Customer, May 1997. HONORS AND AWARDS • Best Paper Award at the 12th Annual Conference of China Management Science, organized by the Chinese Society of Optimization, Overall Planning and Mathematical Economics, the Institute of Policy and Management of the Chinese Academy of Sciences, and the editorial board of the Journal of Chinese Management Science, 2010. • The most cited author in the 18 years of history since 1991 in Financial Services Review, the official publication of Academy of Financial Services, a leading research journal in the financial services field. • The contributor of the second most cited article in Financial Services Review’s 18-year publication history from 1991 - 2010. Vita of Dr. Haiyang Chen Page 31 of 32 • Excellence of Service Award, Cotsakos College of Business, William Paterson University, 2002 – 2003. • University Distinguished Professor in Scholarship Award, Youngstown State University, 1993 1994, the highest honor given to faculty by the University for overall contributions to the University, specifically for excellence in research. • Distinguished Member of Graduate Faculty, Youngstown State University, 1994. • Research Achievement Award, Kent State University, 1987 – 1988. • Phi Beta Delta Honor Society for International Scholars. • Beta Gamma Sigma National Honor Society in Business and Management. • Omicron Delta Epsilon International Honor Society in Economics. Vita of Dr. Haiyang Chen Page 32 of 32
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