Paul J. Maloney Providence College Finance (401) 865-2658 Email: pmaloney@providence.edu Education M.B.A., McGill University, 1978. Major: Finance A.S., Bentley College, 1976. Major: Accounting B.S., Bentley College, 1976. Major: Economics Professional Positions Academic Assistant Professor, Providence College. (1988 - Present). Lecturer, Providence College. (1980-1987). Professional Staff Accountant, John S. Renza Jr. C.P.A., Inc.. (1986-1988). Financial Analyst, Eastern Gas & Fuel Associates. (1979-1980). Senior Accountant, Commercial Union Assurance Companies. (1978-1979). Licensures and Certifications Certified Financial Planner, Certified Financial Planner Board of Standards, Inc.. (2001 - Present). Certified Public Accountant, Rhode Island Board of Accountancy. (1987 - Present). Professional Memberships Academy of Financial Services. American Association of Individual Investors. American Institute of Certified Public Accountants. Association for Financial Counseling and Planning Education. Financial Planning Association. Development Activities Attended CPA Continuing Education. (1987-2011). Report Generated on February 15, 2013 Page 1 of 43
Seminar, "Interdisciplinary Faculty Symposium," Providence College. (November 1, 2010 - November 16, 2011). Online Course, "Planning, Developing, and Facilitating Your Online Course," CT Distance Learning Consortium. (January 15, 2010 - April 19, 2010). Workshop, "Finding and Using Videos From YouTube," Providence College Center for Teaching Excellence. (2009). Workshop, "Our Underachieving Colleges," Providence College. (2006). Workshop, "Camtasia Workshop," Providence College. (2004). Workshop, "Adobe Photoshop Elements Graphics Workshop," Providence College. (2003). Workshop, "Microsoft PowerPoint Workshop," Providence College. (2003). Workshop, "ANGEL - Introductory Workshop," Providence College. (2002). Workshop, "Socratic Discussion," Providence College. (2001). Workshop, "Surviving and Thriving in Your First Online Course," PBS. (2001). Awards and Honors Who's Who in American Education. (1993). Who's Who in Finance and Industry. (1991). Nicholas Picchione CPA Silver Medal, Rhode Island Society of Certified Public Accountants. (1984). Teaching Experience TEACHING Providence College FIN 203, Monetary Management, 1 course. FIN 207, Managerial Finance I, 13 courses. FIN 311, Personal Financial Planning, 13 courses. FIN 317, Investments, 8 courses. FIN 325, Entrepreneurial Finance, 7 courses. FIN 450, Finance Internship, 13 courses. FIN 490, Independent Study, 8 courses. Non-Credit Instruction Guest Lecture, Junior Achievement, 25 participants. Presented 7-session Junior Achievement program at Saint Patrick's Academy (8th grade). (2011-2012). Guest Lecture, Junior Achievement, 25 participants. Presented 7-session Junior Achievement program at Saint Patrick's Academy (8th grade). (2010-2011). Report Generated on February 15, 2013 Page 2 of 43
Guest Lecture, National Endowment of Financial Education, 25 participants. Presented 7-session National Endowment of Financial Education program at Bishop Connolly's High School (Fall River - 11th grade).. (2010-2011). Guest Lecture, Junior Achievement, 23 participants. Presented 7-session Junior Achievement program at Saint Patrick's Academy (8th grade). (2009-2010). Guest Lecture, Financial Planning Association of RI, 35 participants. Presented lecture to professional trade organization entitled, "Financial Literacy: Assessing the Status of Integration in School Curricula'. (2009). Guest Lecture, Junior Achievement, 24 participants. Presented 6-session Junior Achievement program at La Salle Academy (12th grade class). (2009). Guest Lecture, Providence College Balfour Center for Multicultural Affairs, 12 participants. Presented a lecture, "Financial Recommendations for College Students" to students from Balfour Center for Multicultural Affairs.. (2009). Guest Lecture, Jump$tart Coalition for Personal Financial Literacy, 110 participants. Presented a lecture on 'Wealth Building' as part of Jump$tart Coalition 'Financial Smarts for Students - Educator Conference' for high school educators. (2007). Guest Lecture, Providence College Accounting Association, 45 participants. Presented a lecture, 'Cash Flow & Retirement Planning' to the Providence College Alumni Association. (2006). Guest Lecture, Providence College Alumni Association, 18 participants. Presented a lecture, 'Retirement Planning: It's Not Just the Numbers' at the Providence College 2006 Alumni Reunion Weekend. (2006). Guest Lecture, Jump$tart Coalition for Personal Financial Literacy, 150 participants. Presented a lecture on 'Investor Protection' as part of the Jump$tart Coalition for Personal Financial Literacy 'Financial Smarts for Students - Educator Workshop'. (2005). Poster Presentation, Providence College, 150 participants. Presented a poster presentation at the Third Annual Instructional Technology Showcase at Providence College; presentation entitled, 'Dollars & $ense: Using the Internet to Solve the Mysteries of Personal Financial Planning'. (2005). Guest Lecture, Financial Planning Association of RI, 35 participants. Developed and conducted a case-oriented workshop on 'Investment Strategies and Practice Management' for financial planning professionals.. (2003). Guest Lecture, Providence College, 150 participants. Participated as a panelist in a Providence College presentation entitled 'How to Make Your Class Your Students' Favorite Class'; as part of a high school educators symposium entitled 'Building Successful Students: Connect Your Classroom to the World of Business'. (2003). Guest Lecture, Financial Planning Association of RI, 40 participants. Moderated a panel discussion on 'Investment Management Strategies'.. (2002). Workshop, Manisses Communications Group, Inc., 25 participants. Conducted employee workshop at Manisses Communications Group, Inc. on the topic, 'Maximizing the Value of Your 401(k) Plan'. (2000). Report Generated on February 15, 2013 Page 3 of 43
Guest Lecture, Newsletter Publishers Association, 250 participants. Presented lecture on 'Financial Reporting for Newsletter Publishing Firms' at the annual NPA meeting in Washington, D.C.. (1998). Guest Lecture, Providence College Office of Career Services, 60 participants. Presenter at workshop for graduating seniors on the topic, 'Dollars & Sense: Managing Your Money After Graduation'.. (1997). Workshop, Providence College Center for Teaching Excellence, 19 participants. Presenter at 'Food for Thought' faculty workshop, 'Learning From our Students: Feedback from Student Groups on the Teaching/Learning Process'. (1997). Directed Student Learning pursuing an independent study in finance.. (2010-2011). Advised: 1. pursuing an independent study in finance.. (2010). Advised: 1. pursuing an independent study in finance.. (2009). Advised: 1. pursuing an independent study in finance.. (2008). Advised: 1. pursuing an independent study in finance.. (2007). Advised: 1. pursuing an independent study in finance.. (2006). Advised: 1. Published Intellectual Contributions Refereed Journal Articles RESEARCH Okere, V. O., Tamule, H. B., Maloney, P. J. (2010). Capital Structure, Institutional Quality Index and Valuation of Projects in Emerging Markets. Journal of International Business & Economics, 10(1), 25-40. Maloney, P. J. (2010). Financial Literacy: A Practitioner s Update on the Status of Integration in School Curricula. Journal of Personal Finance. www.jpf.agecon.vt.edu/index.htm Okere, V. O., Maloney, P. J. (2009). The Impact of Institutional Quality on Capital Structure, Cost of Capital and Profitability of Emerging Markets. Journal of International Business & Economics, 9(3), 55-66. Okere, V. O., Maloney, P. J. (2008). The Impact of Baby Boomer Generation on Socially Responsible Investing. International Journal of Business Strategy, 8(2), 72-81. Conference Proceedings Report Generated on February 15, 2013 Page 4 of 43
Okere, V. O., Maloney, P. J. (2006). Ethical Investing and Baby Boomers. Proceedings of International Academy of Business and Economics, Proceedings of International Academy of Business. Presentations Given Maloney, P. J., The Center for Teaching Excellence, "e-learning: An Effective and Engaging Education?," Providence College, Providence. (April 6, 2010). Maloney, P. J. (Presenter Only), Academy of Financial Services Annual Meeting, "Financial Literacy: Assessing the Impact of Integration in School Curricula," Academy of Financial Services. (October 3, 2008). Maloney, P. J., Academy of Financial Services, "Financial Education in Historically Black Colleges and Universities," Academy of Financial Services, Orlando, FL. (2007). Okere, V. O., Maloney, P. J., IABE 2006 Annual Conference, "Ethical Investing and Baby Boomers," International Academy of Business and Economics, Las Vegas, Nevada. (October 2006). Media Contributions Magazine Rhode Island Monthly's Bride Magazine. (March 30, 2007). Newspaper Rhode Island Catholic. (November 5, 2009). Providence Journal. (March 5, 2009). The Wall Street Journal. (December 29, 2008). Providence Business News. (April 14, 2008). Providence Journal. (February 22, 2005). Providence Journal. (August 2, 2004). Research in Progress "Capital Structure, Institutional Quality Index and Valuation of Emerging Market Investments" (On-Going) SERVICE Department Service Course Coordinator. (January 1, 2010 - Present). Other Institutional Service Activities, Chair - Department of Finance. (2004-2010). Committee Member, School of Business AACSB Accreditation Participants Task Force. (2006). Report Generated on February 15, 2013 Page 5 of 43
Other Institutional Service Activities, Director (Interim) - Business Studies Program. (2003). Other Institutional Service Activities, Member - Division of Business Administration Mission Statement Committee. (2003). Chair - Department of Finance. (1988-1996). College Service Committee Member, School of Business Dean Search Committee. (November 1, 2011 - Present). Committee Member, Faculty Senate. (September 1, 2011 - Present). Committee Member, Investment Pension Review Committee. (July 2010 - Present). Committee Chair, Catholic Dominican Tradition Committee. (September 1, 2010-2011). Committee Member, School of Business Executive Committee (BEC). (2008-2010). Committee Chair, Strategic Planning and Accreditation Coordinating Committee (SPACC). (2008-2010). Committee Chair, School of Business Dean Search Committee. (2006-2008). Committee Member, Faculty Welfare Committee. (2007). Committee Member, School of Business Core Curriculum Committee. (2007). Committee Member, Task Force on the Role of Department Chairs and Program Directors. (2006-2007). Committee Member, College Core Curriculum Review Steering Committee. (2005-2007). Committee Member, Division of Business Divisional Executive Committee (DEC). (2004-2007). Committee Chair, Academic Appeals Committee. (1999-2006). Committee Member, Faculty Advisory Board. (July 1, 2004 - June 30, 2005). Committee Member, College Healthcare Advisory Committee. (1997-2004). Committee Member, Strategic Planning Team on Building Community. (2001-2002). Committee Member, Strategic Planning Team on Creating a Center for Ethics and Social Responsibility. (2000-2001). Professional Service Officer, Treasurer, Financial Planning Association of Rhode Island. (2005-2009). Conference-Related, Academy of Financial Services. (2008). Attendee, Meeting, White House Office of Faith-Based and Community Initiatives. (2008). Report Generated on February 15, 2013 Page 6 of 43
Officer, President/Elect/Past, Rhode Island Jump$tart Coalition for Personal Financial Literacy. (2006-2008). Reviewer, Textbook, South-Western Publishing. (2003). Reviewer, Textbook, South-Western Publishing. (2002). Public Service Consulting Board Member, Rhode Island State Right to Life Committee. (2009 - Present). Board Member, Financial Planning Association - RI Chapter. (2003 - Present). Other Community Service Activities, National Consumers League, Rhode Island. (2006-2009). Positions Held in Civic Organizations, Special Legislative Commission to Study Youth Financial Education, Providence, Rhode Island. (2007-2008). Officer, President/Elect/Past, Jump$tart Coalition for Personal Financial Literacy - RI. (2006-2008). Positions Held in Civic Organizations, Chafee for Senate Campaign - Treasurer, Rhode Island. (2005-2007). Program Organizer, St. Luke's Church - Baptismal Program. (1998-2005). Committee Member, LaSalle Academy Parents' Association. (1998-2003). Committee Chair, St. Luke's Church Coming Home Mission. (2002). Other Community Service Activities, Catholic Youth Organization (CYO). (1997-2000). Positions Held in Civic Organizations, Boy Scouts of America - Scout Leader. (1995-2000). Manisses, Inc. (dba Block Island Times). (2005-2011). For Profit Organization, Paul J. Maloney, CPA, CFP. (1987-2011). For Profit Organization, Throwing Zone Athletics, LLC. (2008-2010). For Profit Organization, Manisses Communications Group, Inc.. (2005-2007). Manisses Communications Group, Inc.. (1989-2002). Awards and Honors Service, Professional Guide to America's Top Financial Planners, 2010 Edition, Consumers' Research Council of America. (2010). Guide to America's Top Financial Planners, 2009 Edition, Consumers' Research Council of America. (2009). Report Generated on February 15, 2013 Page 7 of 43
Guide to America's Top Financial Planners, 2008 Edition, Consumers' Research Council of America. (2008). Guide to America's Top Financial Planners, 2006-2007 Edition, Consumers' Research Council of America. (2007). Financial Planning Association. (2005). Report Generated on February 15, 2013 Page 8 of 43