College of Business and Public Administration

James E Benton

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: Department of Business Ethics Committee 2006-2007: Scholarship Committee 2006-2007: Student Services Committee 2005-2006: Intellectual Contributions Committee 2005-2006: Student Services Committee 2005-2006: Scholarship Committee 2004-2005: Curriculum Committee 2003-2004: Student Services Committee 2001-2002: Intellectual Contributions Committee 2001-2002: 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: Named as one of America’s Best Financial Planners for 2008-2009, Consumers’ Research Council of America. 2008: Named as one of America’s Best Financial Planners for 2007-2008, Consumers’ Research Council of America. 2007: Named as one of America's Best Financial Planners for 2006-2007, Consumers' Research Council of America. 2006: Named as one of America's Best Financial Planners for 2006-2007, Consumers' Research Council of America. 2006: Named to Who's Who Among America's Teachers, Who's Who Among America's Teachers. 2005: Named as one of America's Best Financial Planners for 2005-2006, Consumers' Research Council of America. Awards: 2009: Outstanding Graduate Teaching Assistant of the Year, Old Dominion University. 2006: Distinguished Professor of the Year, Lander University. 2004: Distinguished Research Award for a Case Study, Allied Academy. 1991: Bronze Star, Desert Storm, US Army.