2018 Academic Research Colloquium for Financial Planning and Related Disciplines

Dr. John Lynch
Director, Center for Research on Consumer Financial Decision Making
Senior Associate Dean for Faculty and Research
Leeds School of Business, University of Colorado Boulder

Dr. John Lynch

Dr. John Lynch is Director of the Center for Research on Consumer Financial Decision Making and Senior Associate Dean for Faculty and Research at the Leeds School of Business, University of Colorado Boulder.

Dr. Lynch studies the psychology of consumer financial decision making, focusing on two primary topics: financial literacy and financial education; and how the psychology of planning and thinking about the future affects consumer financial decision making. He co-chairs the annual Boulder Summer Conference on Financial Decision Making, a highly interdisciplinary academic-industry-government forum for research on consumer financial decision making.

Lynch received his BA in economics, his MA in psychology, and his Ph.D. in psychology, all from the University of Illinois at Urbana-Champaign.

Dr. Lynch was a member of the faculty at University of Florida from 1979-1996, where he was Graduate Research Professor. From 1996-2009 he was the Roy J. Bostock Professor of Marketing at the Fuqua School of Business at Duke University.

Dr. Lynch is a Fellow of the American Marketing Association, the Association for Consumer Research, and the American Psychological Association and he is a recipient of the Paul D. Converse Award for Outstanding Contributions to the Science of Marketing and the Society for Consumer Psychology’s Distinguished Scientific Achievement Award. He is a member of the Academic Research Council of the US Consumer Financial Protection Bureau.

Dr. Jennifer C. Greene
Professor of Educational Psychology
University of Illinois at Urbana-Champaign

Dr. Jennifer C. Greene

Dr. Jennifer C. Greene is a professor of Educational Psychology at the University of Illinois at Urbana-Champaign. She received her BA in psychology from Wellesley College and her PhD in educational psychology from Stanford University. Prior to Illinois, Greene held faculty positions at the University of Rhode Island and Cornell University.

Dr. Greene’s work focuses on the intersection of social science methodology and social policy and aspires to be both methodologically innovative and socially responsible. Greene’s methodological research has concentrated on advancing qualitative and mixed methods approaches to social inquiry. In the field of evaluation, she has contributed both theoretical and practical scholarship in democratic and values-engaged approaches to evaluation.

Dr. Greene has held leadership positions in the American Evaluation Association and the American Educational Research Association. She has also provided editorial service to both communities, including a six-year position as co-editor-in-chief of New Directions for Evaluation, and current positions as an associate editor of the Journal of Mixed Methods Research and series co-editor for the series Evaluation and Society. Her own publication record includes a co-editorship of the Sage Handbook of Program Evaluation and authorship of Mixed Methods in Social Inquiry. Greene is the past president of the American Evaluation Association.

Dr. Abigail Sussman
Assistant Professor of Marketing
The University of Chicago Booth School of Business

Dr. Abigail Sussman

Abigail Sussman is an assistant professor of marketing at The University of Chicago Booth School of Business. She is interested in how consumers form judgments and make decisions, from underlying mechanisms to applications. She investigates questions at the intersection of consumer behavior, psychology, and economics, with the aim of improving human welfare.

Her central research examines psychological biases that can lead consumers to commit errors in budgeting, spending, and borrowing. She also explores how the same biases extend beyond financial domains to choices in other areas.

Sussman’s research has been published in journals such as Psychological Science, the Journal of Marketing Research, and the Journal of Consumer Research and has been profiled in popular press including The Wall Street Journal, The Washington Post, and The Boston Globe. Her prior experience includes work at ideas42 and in the equity research division at Goldman Sachs. She earned a bachelor’s degree from Brown University in cognitive science and economics, and a joint PhD from the psychology department and the Woodrow Wilson School of Public and International Affairs at Princeton University.

Dr. Tom Warschauer, CFP®
Professor of Finance, Emeritus
San Diego State University Fowler College of Business Administration

Dr. Tom Warschauer

Dr. Tom Warschauer, CFP® is Professor of Finance, Emeritus at the San Diego State University Fowler College of Business Administration. He is Program Director of SDSU’s three personal financial planning programs and is Co-Director of its Center for the Study of Personal Financial Planning. San Diego State’s Financial Planning programs were named among the top “stand-out” financial planning programs by Financial Planning magazine.

Dr. Warschauer was honored when the Financial Planning Association’s Journal of Financial Planning inaugurated the “Montgomery-Warschauer Award” to honor the paper that provides the most outstanding contribution to the betterment of the profession each year.

Dr. Warschauer earned his CFP® certification in the second year it was available. He has been the Academic Editor of the Journal of the Institute of Certified Financial Planners and is Associate Editor of the Financial Services Review. His primary research interest relates to the financial planning aspects of the investments field. He earned the Certified Financial Planner Board of Standard’s 2003 Academic Article Award and was awarded the San Diego FPA Heart of Financial Planning award in 2009. He holds a Ph.D. in Finance from the University of Colorado at Boulder.

Dr. Warschauer will talk about the development of the profession of financial planning and the broader advisory industry. He will focus on its historic development and review research from an institutional perspective. He will also discuss the intersection of financial advisory with the professional of financial planning and connect his talk to the investments field showing the attitudinal differences of planners to investment managers. Warschauer will also discuss today’s advisory landscape, including automated advisory systems (robo-planning) from a consumer prospective.