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THERESA D. WILLIAMS Curriculum Vita 3/2017

Home: 1333 Allendale Drive Office: 426 Kelley School of Business Bloomington, Indiana 47401 Center for Retailing (812) 355-8549 Indiana University Bloomington, Indiana 47405 (812) 855-1289 EDUCATION Ph.D. The University of Tennessee, Knoxville, 1993 Department of Textiles and Retailing Major: Retailing and Consumer Sciences Cognate Area: Marketing

Dissertation Topic: Attributes of Retail Satisfaction Across Store Types: A Comparison Among Retail Executives and Customers

M.S. Textiles and Apparel, Retailing focus, 1991 The University of Tennessee, Knoxville

Thesis: Consumer Complaint Behavior Relative to the Price Paid and The Store Patronized B.S. Textiles and Apparel, Merchandising focus, 1978 The University of Tennessee, Knoxville Minor: Marketing PROFESSIONAL EXPERIENCE Academe: August 2010 - Appointed to Clinical Associate Professor of Marketing, Kelley School of present Business, Indiana University August 2003 - Clinical Assistant Professor of Marketing, Kelley School of Business, Indiana 2010 University August 1999 - Founder and Co-Director, MBA Retailing and Consumer Marketing Academy, 2002 Kelley School of Business, Indiana University June 1997 - present Director, The Center for Education and Research in Retailing, Marketing

Department, Kelley School of Business, Indiana University, Bloomington, IN.

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The basic duties of this administrative position include setting goals and successfully executing the activities and programs being developed in cooperation with sponsoring organizations. The primary emphasis is on instructional development, research, student development, advancing the industry and press/ media relations.

1993-1997 Assistant Professor, Co-Director of Research for the Merchandising Education and Research Center, Department of Apparel Merchandising and Interior Design, Indiana University, Bloomington, IN.

1991-1993 Graduate Teaching and Research Associate, Department of Textiles, Retailing, and

Interior Design, The University of Tennessee, Knoxville, TN. Retail Business: 1987-1991 Misses Sportswear Buyer, Goody's, Knoxville, TN. * managed $60 million in sales volume * responsible for profit and loss accountability * planned and implemented seasonal open-to-buys * supervised distribution to 91 stores * planned advertising and merchandising for all stores * negotiated all facets of terms of sale with vendors 1985-1987 Sportswear Buyer/Product Development, Watson's Department Store, Knoxville, TN. * coordinated import program via New York office * purchased $12 million in merchandise for 26 stores * developed sales training seminars for branch personnel * coordinated regional advertising * developed vendor relations * supervised, trained and developed executive trainees 1978-1985 Buyer/Store Manager, Miller's Department Store, Knoxville, TN. * buyer for 11 stores, $8 million in inventory * assistant buyer/planner for misses sportswear * presenter of programs of self confidence and motivation to sales associates * store manager, awarded highest increase in sales volume among store chain * promoted from management trainee program

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TEACHING Case Development for Classroom and National Case Competitions: 2015-2017 Strategic Merchandising, Case Plan, Bon-Ton Stores, revised 2017 2014 Netitia, Inc. MBA Case and Marketing Plan, Ralph Lauren 2013 Product Development for Infant Bedding and Accessories, Toys-R-Us, Inc. 2012 Letterman’s Product Development Strategy for the Women’s Golf Department, DSG 2011 Letterman’s Product Development Strategy: Private Brands versus Exclusive Brands, DSG 2011 Macy’s: A District Planning Case 2010-2017 The Flip-Flop Case: Merchandising in a Tough Retail Environment 2009 - 2017 The Blooming Business Case: Developing a Six-Month Plan in a Tough Retail Environment 2008- 2010 Pricing for Profit: A Pricing Optimization Case for Target Instructional & Courseware Development: 2014 Developed digital financial documents including 5 year income statement, balance sheet and cash flow to accompany Netita, Inc. 2012 Accepted and successfully completed the Professional Development Program (PDP) at KSB-Bloomington with Prof. Neil Morgan in M512 Marketing Strategy Case Writing Example: 2004-2006 Development, Implementation and Publication of a comprehensive Case Study: Federated Department Stores (now Macy’s), Part A & B: Strategic Reinvention and the Re-Branding Decision, ecch Case Publishing, April 2006. During 2005 a “rigorous,” integrated case study regarding Federated Department Stores recent strategic decision to re-brand (2003-2004) was completed and implemented. The case concerned the development of an analytic (versus descriptive) teaching case focused on the strategic re-invention and subsequent re-branding of a leading department store. The learning objectives set forth for the case include: 1) improve student’s ability to prepare and present a concise, data driven (both quantitative and qualitative information) argument, 2) enhance student’s critical thinking skills, and 3) provide an opportunity for students to gain a better understanding of the strategic challenges/opportunities facing the department store sector. Over a period of three months primary data in the form of personal interviews was collected from more than 15 senior executive at Federated. These included the President and CEO, CFO, CMO, several vice chairs and other high ranking managers. In addition, secondary data was collected from a dozen industry and comprehensive investment reports, such as Standard and Poors Retail Industry Survey, and Lehman Brothers Complete Report on Federated.

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The case consists of two parts, A & B, each of which presents students with challenging questions and exercises to involve them with important strategic issues faced by Federated. In part A the case presents students with the challenge of identifying and analyzing key issues faced by Federated just prior to the decision to co-brand its stores. The time frame for part A is 2002 to early 2004, but historical data from the previous five years on Federated’s performance and strategy as well as data on its key competitors is provided in a condensed, usable, Excel format. Information is also included that explains Federated executives’ rationale for the co-branding, and the following, re-branding strategy. In addition, background data and information on the economic and market trends affecting retailing during that time period is included in case attachments and spreadsheets. The case narrative and associated materials in part A include:

1) The history, mission and positioning prior to re-branding Timeline showing recent major strategic events (since 1998) with a brief

description of each event Merchandise assortment strategies and plans for each nameplate prior to re-

branding Customer profiles Data on store personality, culture (as perceived by the customer) Locations and number of stores

2) Financial history of Federated from 1998 to 2003 – in a condensed format.

Specifically, the following information is provided for Federated and key competitors: Index of general stock prices (Dow Jones, S&P, etc.) and broad line

retailing indices from 1998 to present Quarterly share prices from 1998 to present Annual income statements and balance sheets Price/earnings ratio SG&A as a percent of sales Profitability gap (gross margin percentage minus SG&A percentage) Cumulative average growth rate (CAGR) Comp store sales Sales per square foot by year (corporate level for competitors; at store

level for Federated) 3) The financial implications of centralization

Part B describes the re-branding strategy adopted by Federated in 2004 in detail. Interviews and other supporting material focus on the execution aspects of re-branding. Information about the re-branding challenges and issues related to store operations and management, advertising and promotion, merchandising, human resources, and financial performance is presented in part B of the case. Students are asked to consider these issues, to prioritize them, and to suggest ways for dealing with them. Part B includes a narrative which presents the timeline for re-branding and discusses the implications of re-branding for each of the following:

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Human resources Merchandise planning Public relations and advertising Signage Vendor relations Store closings, openings, relocations Communication with the investment community Internet businesses Systems and operations

The Multimedia Disc that accompanies the case includes (1) video segments: a “top leader’s dialogue” regarding the decision to re-brand, Macy’s television ads, and video announcement of the re-branding to employees, (2) print materials including advertisements and internal communication pieces, and (3) Excel spreadsheets containing financial data. The case is designed to be totally self-contained. That is, students are able to complete all of the required assignments using the information from the case, exhibits, and the supplement CD and not have to rely on outside sources. In addition, materials were developed for instructors, including suggested teaching strategies, exercises, and other information. This case will be utilized at Indiana University and other schools in retail management and strategic marketing courses. One goal was to develop a case suitable for use in undergraduate classes; however, with the supplemental materials and exercises the case should also be useable with MBA students. Co-author Frank Acito and I prepared this case for class discussion rather than to illustrate either effective or ineffective handling of an administrative decision. Teaching method (implementation) - The case is designed to be taught over two-three class sessions. I began the case discussion by conducting an overview of the major components of the business situation. This included discussing environmental factors such as the state of the economy, of the retailing industry, of the department store sector, specifically the mid-tier department store format, and key consumer trends during this time frame, 1999 – 2003 for Part A and 2003 – 2005 for Part B. Secondly, the class discussed the current situation specifically for Federated, including a SWOT analysis leading to the multi-pronged re-branding strategy. It was particularly important to align the element of the re-branding strategy with key areas of potential differentiation for Federated. These areas included customer definition and value proposition, merchandise management, the in -store experience, and the store as brand concept. As a final exercise and to enhance the decision analysis process these sessions were followed by student teams engaging in a formal debate. To formulate debate content students 1) determined the internal and exterior barriers of executing the strategy; 2) examined the impact of remaining competitive forces and 3) further correlated the components of the re-branding strategy with key areas of differentiation to identify gaps and opportunities. Central Topic for the Debate:

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Federated’s strategy to re-brand does or does not position the company for increased earnings and organic/comp store growth. 2) Use of technology: The Retail Strategy & Stock-trak Project – This project requires students to conduct a Fundamental Analysis, make investment recommendations, and actively manage a portfolio of retail stocks (at least 16 different retail companies). The students begin with a cash balance of $500,000 via Stock-trak and compete to achieve the greatest ROI among their classmates. Stock-trak is a computer simulation based on real time rising and falling current stock prices and actual fluctuations in the market place. There are several learning objectives associated with this ten week project utilizing a comprehensive investment computer simulation. These include but are not limited to students becoming well acquainted with the various retail formats and the industry’s major players; evaluating retail corporations on a variety of criteria, including financial and non-financial data; furthering the concept of driving shareholder value and exploring the interface between marketing and finance within large retail institutions. Over the last five years, corporate sponsors for this project have included: Sears Holdings, Abercrombie & Fitch, and Dick’s Sporting Goods. 2005 revisions: Based on the project and course evaluations students were very positive regarding the overall experience with Stock-trak. It provided Marketing majors with some insight into the financial markets and the relationship between the companies’ overall marketing activities and financial results, learning that they had not been exposed to in other marketing courses. However, throughout 2005 it became clear that within the project there needed to be more emphasis on the relationship of specific marketing activities and driving shareholder value. Changes were made in 2005 to incorporate and emphasize a theoretical model for creating value. This “Value Diagram for Retailing” highlights key areas of customer value creation that leads to revenue and profit growth. Students are now asked to make a correlation between the current financial data and the company’s marketing strategy, market analysis, merchandising/pricing policies, logistics capabilities, strength of store operations and brand equity. In addition, the students are asked to include a detailed discussion regarding the strength and/or weaknesses of the retailer’s current strategy for creating customer value through marketing practices as related to their current financial data. 3) Use of technology: Revising Merchandise Budgetary Plans – This assignment requires students to utilize merchandise budget planning software programs to revise a six-month merchandising plan. The software used was co-developed between me and the Target Corporation. The students are exposed to actual data provided by senior merchants from the Target Corporation. Through case analysis the students offer (electronic) solutions for modifying the seasonal plans. Financial and assortment goals must be maintained. Specific learning goals include developing and sharpening student’s analytical skills. The process of problem identification, problem source and alternative solution development is emphasized throughout the assignment.

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4) Use of technology: Pricing Optimization exercises – Merchandise optimization software is a tool that is now employed by most major retailers. It could include inventory management, promotional planning, markdown management, assortment planning, and pricing optimization. In this exercise the students are asked to focus on the markdown process and the use of optimization software. The purpose of using the software is to give students hands on learning experience when trying to understand the concept of when to take a markdown in price and by how much. 2006 implementation and case development - During 2006 this pricing instructional tool was developed, implemented and enhanced by the development and addition of six corresponding short case studies (scenarios). Each of the scenarios describes a relative business setting. Individually they focus on a particular product category, pricing scheme, time of delivery, space allocation, advertising considerations, and forecast periodic sell through. Finally, they pose the question to the student to calculate when markdown optimization should be implemented. In addition, students conducted a cost/benefit analysis and discussed alternative solutions to each markdown scenario. The addition of these cases further illustrated the challenges and opportunities that a merchant faces during this decision-making process. Following this exercise, students commented that it was clear from their experience with this particular tool why retailers who were able to employ such technology could establish a market advantage. Upon receipt, additional input from the course evaluations regarding the use of this tool and accompanying cases will be reviewed and revisions will be made accordingly. 5) Use of technology: Layers Case Competition - To emphasize the importance of conducting market research when faced with solving retail related issues, I developed the Layers Case Competition. A specific goal of the case is for students to apply the concepts of micromarketing and micro-merchandising to strengthen decisions concerning merchandise assortment planning by trade area. Because trade area analysis is a key component of the case, the students are ask to use Geo-demographic software (GIS) to investigate the consumer population by their demographic characteristics – age, sex, income, etc. This analysis is one piece of information critical in planning merchandise assortments by region. Students combine the GIS information with primary data such as consumer focus groups and survey data to formulate alternative solutions regarding a merchandise assortment plan for their specific trade area. 6) Use of technology – Second year MBAs enrolled in M513 Advanced Marketing Strategy: the Markstrat Expereince, utilizes the Markstrat computer simulation. For eight weeks students are engaged with this simulation that emphasizes strategic marketing concepts. In general, the simulation allows students to test alternative strategic and tactical business decisions without incurring the cost or the risk of implementing them in real settings. In particular, the possibility of assessing the success or failure of marketing implementation over time is an important benefit of using this software.

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This realistic computer simulation allows students to learn by doing (well, virtually) and to appreciate more deeply (a) the need for understanding customer needs, (b) the importance of taking a long-term perspective, and (c) the inherent ambiguities when developing strategies in dynamic competitive environments. This simulation is very well received by students and receives the highest evaluation rankings. Other: 2009 SAP Retail Solutions workshop attendee 2007 Marketplace Trainer Certified by Innovative Learning Solution, Inc. Teaching Resource Development Grant (awarded summer 2001): A program to develop materials for use in M419 Retail Management. Included in this development are software tools and associated instructional modules that illustrate retail financial and merchandising planning and forecasting; a case study utilizing the software package GIS that enables students to engage in decision making, exploring location and assortment analysis and; to design and organize a “live” stock investment project for use in retailing classes. Author Marketing - Test Bank, 5E, Lamb, Hair, and McDaniel, 1999, South -Western Publications Author Contemporary Marketing Research, Test Bank, 4E, McDaniel and Gates, 1998, South-Western Publications Developer The Buyer's Workbook Computer Templates, 1994, Fairchild Publications, with S. Barnes, A. Schorr, and L. Garrett. These computer templates were specifically designed to accompany The Buyer's Workbook by M. Guerreiro and L. Garrett, 1994, Fairchild Publications. This software is used to strengthen analytical and EXCEL skills as applied in a multi-store environment. Undergraduate Courses: Retail Workshop, Retail Strategy, Retail Marketing Management, Marketing Strategy, Introduction to Marketing, Entrepreneurship, Apparel Merchandising, Computerized Merchandise Planning, Strategies in Apparel Advertising, Student Field Study Seminar: New York and Mexico, Introduction to Retailing, Social-Psychology of Clothing, Principles of Marketing Undergraduate Independent Study/Research Topics: 2010 Jasmin Foster “Critiques form the Current Retail Business Press” 2009 Brandon Shore “The Effect of Online Communities on Retailing” 1996 Lisa Persico "Apparel Advertising and War Time in the US." 1995 JJ Taylor "Computers in the Classroom: Instruction for an AI."

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1994 Micki White and Julie Barth "A Business Plan for a Computer-Aided Dress Design Business." Jaroslava Pickova "A Visiting Scholar's Perspective on Apparel Entrepreneurship." Liana Sargent "Current Trends in Apparel Merchandising." Elizabeth Webb "Fashion Design and Apparel Entrepreneurship." 1993 Rebecca Bikoff "Subliminal Perception and Apparel Advertising." Carter Etherington "Visual Communication and Apparel Promotion." Graduate Courses: 2014-17 Marketing Strategy Simulation: The Markstrat Experience, Kelley Direct KSOB 2013-2014 Strategic Marketing Management, Kelley Direct, Indiana University 2010 -2013 Advanced Marketing Strategy for MBAs, Kelley School of Business 2007 – 2008 Marketing the Arts & Audience Development, Indiana University 1999 – 2002 MBA Retailing and Consumer Marketing Academy, Kelley School of Business, Indiana University, Founder in 1999 and Co-Director with Jonlee Andrews, 2000-2002. Graduate Independent Study/Research Topics: 2012 Netita Sowanwanichadul, MBA Kelley School of Business IU, "Expansion of Tannery Division at Thanasiri Farm" 2011 Amber Dimkoff, MBA Kelley School of Business IU, “Marketing Strategy for Videogame Museum.com” 2009 Daniel Dorr, MBA Kelley School of Business IU, “Merchandise Six Month Budget & Assortment Planning” 2008 Rebecca Korb, MBA Kelley School of Business IU, “Merchandise Planning Techniques and Tools” 2007 Jocelyn Gillian, MBA Kelley School of Business IU, “Merchandise Budget Planning” 2002 Kris Alkire, MBA, Kelley School of Business, Indiana University “Gap Analysis within the Retailing Industry” 1996 Mary Hunt, AMID graduate student, "A Content Analysis of Vogue During Periods of War," 1995 Darcy Robinson, MBA, School of Business, Indiana University "One Design, Custom Clothing." 1994 Tom Admire, MBA, Kelley School of Business, Indiana University “Market Research for Paul Harris: A Retailing Case Study." Masters Committee Member 1996 – 1998 Mary Hunt M.S., AMID, "Mexico's Maquiladoras" 1995 Janice Ho M.S., AMID, "A Means-End Approach to the Understanding of Perceptual Orientation." 1996 Pamela Winstead M.S. AMID, (Proposal Approved) "McCall's Magazine, Transfer Patterns and Embroidery in the First Ten Years of the Twentieth Century." 1994 -1997 Heesang Kim M.S., AMID, Chairperson, "A Cross-Cultural Study of Attitudes Towards Retail Formats" 1995 Joe Hancock M.S., AMID, Chairperson 1995, "Diversity in the Retailing Workplace."

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1994 Sue Moehlmann M.S. AMID, "The Fan Collection and Accompanying Journals of Avis Tarrant Burke: A Source for Social History." 1993 Jully Park Lee, M.S., AMID, "A Comparison of Consumer Behavior Toward Imported Versus Domestically Produced Apparel Products." Indiana Community Retail Education Program: Spring 1996: Co-directed/created an educational cooperative program. The goals of this program were to increase access to the university through a nontraditional program and to strengthen existing partnerships and create new partnerships with external groups. A partnership (later named the Indiana Business Education Alliance) was formed between me and individuals from the Small Business Development Center, the Bloomington Chamber of Commerce, The Herald Times, and Ivy Tech State College to create an educational forum for Bloomington's small retail business community. RECOGNITION AND AWARDS MMA Fall Educators' Conference Best Paper Award, 2012 Innovative Teaching Award, 2007, Kelley School of Business. Honorable mention, 2016 Outstanding Faculty Advisor, 1998-99, Student Retail Association, Kelley School of Business, Indiana University. Student Award: Heather Mead received national recognition from the Dallas Fashion Group for her entry in the "1996 Business Plan" competition. Heather composed her one year business plan while under my direction in H410 Apparel Entrepreneurship, May 1996. The College of Human Ecology Outstanding Research Award, The University of Tennessee, 1994-1995. The Chancellor's Award to Outstanding Graduate Students for Professional Promise, The University of Tennessee, 1993-1994. The Chancellor's Citation for Teaching, The University of Tennessee, 1992-1993. The College of Human Ecology Outstanding Teaching Award, The U T, 1992-1993. GRANTS AND SCHOLARSHIPS Target Excellence in Business Leadership Program Grant, 2007, $470,000. Marketing Department Teaching Resource Development Grant, 2001, $2,500. IBM Retailing Thought Leaders Consortium, 1999, $25,000. Industry Internship, Mercantile Corporate: Planning Division, 1997. Internal Funding Program for Economic Development Initiative, 1996-spring, $5,000. "A Multinational Study" - 1996-fall, $8,000. Retail Pro Software, Retail Technologies International, Inc., 1997, $5,000.

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ICT Summer Course Development Grant to Enhance Active Learning, Indiana University, 1995, $1,500. The International Textiles and Apparel Association VF Corporation Grant, 1994, $1,000. fisCal Software, the Halcyon Group, 1994, $3,500. The College of Human Ecology, The University of Tennessee Research Grant, 1993 $900. The Department of Textiles, Retailing and Interior Design Graduate Scholarship, The University of Tennessee, 1992, $625. The University of Tennessee Graduate Student Travel Grant, 1992, $300. The Ida A. Anders Scholarship, The University of Tennessee, 1990, 1991, and 1992, $2,205. The D.W. Proffitt Scholarship, The University of Tennessee, 1990 $3,000. RESEARCH ACTIVITIES One research goal is to combine retail and research experience to advance retailing research methodology and theory development, to impact business practice. Specifically, investigating and documenting the strategies used by “brick and mortar” retailers as these firms faced the opportunities and challenges created by a mature and highly competitive marketplace. Publications included in ecch (the European Case Clearing House), Recent Advances in Retailing and Services Science, The Journal of Retailing and Consumer Services, International Textiles and Apparel Proceedings, The Jonesreport and the International Journal of Retail and Distribution Management. Presentations, Invited Talks and White Paper Publications 2015 Invited Talk and Presentation, The Millennial Myth, World Department Store Forum, Rome, Italy 2012, Invited Talk, UBIFRANCE, the French Trade Commission, as well as several of their constituencies, including the l’Institut Français du Merchandising, a leading retail trade association Paris, France. 2007, “Positioning the Retail Firm for Future Value: Recognizing and Measuring Intangible Assets,” in Perspectives on Retailing, Summer Issue, with Frank Actio 2004, “Retail Sales Forecasts for Fourth Quarter,” with Frank Acito 2000, A Study of E-Commerce in Multi-Channel Distribution: Strategies for Long Term Business Models, and Performance Metrics (Sponsored by IBM Corporation), with Frank Acito 2000-2014, Time Line for E-Retailing: “Time Line of the Internet and E-Retailing” is published on the Center for Education & Research in Retailing’s Web site. The site is located at http://kelley.iu.edu/CERR/index.html. This time line was created as part of ongoing research activities on e-commerce and retailing. The history of U.S. e-retailing is organized in a time line format because it provides a convenient graphical way to illustrate three related dimensions of

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historical development: the history of the Internet itself; the history of retailing; and selected political, social, and economic events. The goal in developing the time line was to include sufficient detail to provide an overall historical perspective without attempting to produce an exhaustive, detailed account. The objective was to position e-commerce as the most recent of several major evolutionary changes in the retailing industry. The time line will updated with the latest events on a periodic basis. Media Publications: November 20, 2005, Indianapolis Star, “U.S. consumption driven by ‘more is better’ mentality” Journal and Proceedings Publications: 2012 Fall Educators' Conference, Journal for Advancement of Marketing Education, with John Talblott, “TECHNOLOGY FACILITATED CASE COMPETITIONS: A NEW AT-DISTANCE LEARNING APPROACH TO INTER-DISCIPLINARY STUDENT COLLABORATION,” Minneapolis, Minn. Jan 1997, Apparel Retail Executives Compared To Consumers, Part II: Retail benefits. Clothing and Textiles Research Journal, published by the International Textile and Apparel Association, Inc., Monument, CO. Dec 1996, with Drake, M.F., Apparel Retail Executives Compared To Consumers: Part I. Perceptual Differences In The Importance of Retail Attributes Clothing and Textiles Research Journal, published by the International Textile and Apparel Association, Inc., Monument, CO. Nov 1995, Professional Presentation: with Simpson, E.M. and Workman L., International Consumers' Perceptions of US and Non-US Retailers, 3rd International Conference on Recent Advances in Retailing and Services Science, Summer Conference, Telfs/Buchen Austria. Nov 1995, Reviewed Journal: with Simpson, E.M. and Workman L., International Consumers' Perceptions of US and Non-US Retailers, The Journal of Retailing and Consumer Services, Telfs/Buchen Austria. Professional Presentation and Published Proceeding: (October 1995). Apparel Retail Executives Compared to Consumers of Apparel: Are There Perceptual Differences in the Importance of Attributes Regarding Retail Satisfaction. International Textile and Apparel Association, Fall Conference, Pasadena, California. Professional Presentation and Published Proceeding: with Drake, M.F. and Dillard S. (August 1995). Consumer Quality Perceptions Among Channel Members: A Cross-Cultural Study in Process, International Conference on Research in the Distributive Trades, Summer Conference, Milan, Italy. Consumer Complaint Behavior Relative to the Store Type. Salescoach: Jonesreport, March/April 1995, Indianapolis, IN.

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Attributes of Retail Satisfaction Across Store Types: A Comparison Among Retail Executives and Customers. Doctoral Dissertation, 1994. Knoxville, TN: The University of Tennessee. Compliant Behavior Relative to the Store Patronized and the Price Paid, International Journal of Retail and Distribution Management, 1993, Vol. 21, No.5, pp. 3-9. Professional Presentation and Published Proceeding: with Drake, M.F. (October 1992). Consumer Complaint Behavior Relative to the Price Paid and the Store Patronized, International Textile and Apparel Association, Fall Conference, Columbus, Ohio. Invited Paper Presentation: with Drake, M.F. (April 1992). Complaint Behavior and the Store Patronized. Invited but unable to attend the annual meeting of American Collegiate Retailing Association Conference, Dallas, Texas. SERVICE ACTIVITIES Indiana University 2009-2011 Faculty representative for the 21st Century Scholar Program 2006-2007 Featured speaker at the Women in Business meeting for university division freshmen 1996 Selection Committee: Active Learning Course Development Grants 1994 "Entrepreneurship: A Planning Approach." Mini University 1994 Indiana University Student Assessment, College of Arts and Sciences Kelley School of Business 2012-present Board Member and Faculty Advisor for the Kelley Outfitters. A student run retail business

located in Hodge Hall, at the Kelley School of Business. Each year more than 30 students participate in this 100% student managed retail business. Student activities include inventory planning and management, purchasing, pricing, sales planning, sales staffing, all reporting, market research and marketing responsibilities.

2011- 2016 Member and Contributor for the Economic Outlook Touring Panel, and the Indiana Business Research Center committee member. Responsible for writing and delivering economic updates for the state of Indiana and US consumer trends at panel events around the state during the months of Oct - Jan.

2009- present Developed, launched and host of a national case competition. Competition involves business students from 16 top universities that support programs/activities centered on the retailing industry. Corporate sponsors include American Eagle Outfitters, Kohls, Dicks Sporting Goods, Toys-R-Us and Rapp Inc.

2011- present Advisor and Leadership Awards sponsor for students within Kelley Outfitters 2010- present Judge and provide feedback for the 1st Year MBA Case Competition 2003- present Teaching & Service Excellence Committee, Teaching Awards Subcommittee

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2010 – Facilitator, MBA Program, "Brand Yourself" MBA Women's Conference .Facilitated small group sessions on the topic of "Finding My Voice: How do I communicate with impact?"

2010 – Participant in the Kelley School of Business Open House event, in conjunction with Freshman Weekend

2007 – 2010: Project Director and developer, Target Excellence in Business Leadership Program, a school wide leadership program that involves more than 3400 students a years and includes components that engage students in I-Core, Management course Z302: KLead, and peer coaching. As Project Director of the Target Excellence in Business Leadership Program I am responsible for ensuring that all aspects of the TEBLP Grant are fulfilled and executed to the satisfaction of the grant provider, Target Corporation, and the Kelley School. 2007 Executive Education Program, speaker, “From Demand to Purchase: Measuring & Managing Shoppability” 1997 – present: Director, Center for Education and Research in Retailing - This administrative assignment is considered 50% of my academic appointment. Listed below are brief descriptions of my activities as Center Director. A full Annual Report for the Center is due to the school in June of each year. This Annual Report is a comprehensive document that details all of the Center’s events and activities and thus will not be listed here. Major duties of Center Director duties include:

1) Successfully manage the operation (finances, reporting, and communications) of the Center for Retailing and to foster and maintain positive long-term relationships with corporate sponsors of the Center.

2) To increase the awareness and understanding of retailing, the retailing industry, and

opportunities in retailing among Kelley School students and to encourage interactions retailing industry experts and representatives and Kelley School students and faculty.

3) Develop and make available materials and resources concerning retailing for use in

business school courses in marketing, retail management, accounting and other functional areas.

4) To make available to students, faculty, and the general public information about the

Center’s activities and programs; to provide information to the professional and mass media on retailing topics to foster a positive reputation of the Center and the Kelley School as thought leaders in the area of retailing.

5) To provide industry insight and counseling to undergraduate and MBA students interested

in retailing as a career or as a topic for study. 6) To stimulate, coordinate, and arrange funding for research activities related to retailing. 7) To leverage the Center’s resources, data, contacts with academics and executives in

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retailing to deliver current, relevant, and rigorous classroom learning experiences. 2003 - 2008 Undergraduate Policy Committee, Career Education Subcommittee Advisor, X204 Business Communications Case Competition Kelley Scholars Selection Committee Ethic Committee Marketing Department Kelley School of Business 2015 – Established a unique agreement with Kantar I.Q. research and consulting firm that allows selected Kelley School faculty and students access to primary data within Kantar's website database "Insights on the Global Retail and Mfg. Landscape." The Kantar Retail iQ web site has thousands of pages of results, trends, analysis, intelligence and insights on 1,700 retailers operating 8,500 banners in 210 countries. This agreement allows access for all global regions including the US. For all channels of distribution available on the site including Supermarket / Drug / Mass Merchants / Club / Discounter / Convenience / Home Improvement / Apparel / CE – Office and Online. Faculty and students can obtain a view on a particular retailer and find everything from a news item of the day to a 5 year forecast for sales and much in between. Faculty can receive weekly and quarterly U.S. Retailer updates via e-mail, and can customize reports that will automatically refresh when updated data is available using the MYiQ feature. 2011- present: Faculty Advisor for the Kelley Retail Ambassadors. The KRA was developed, launched and now in its second year of operation. This organization mirrors the objectives of the Center for Retailing at the student level. Each year a competitive process is conducted to interview and select up to 12 outstanding students from specific populations including Kelley Honor Students, Kelley Early Admit Freshman, and Kelley Scholars. Each student is assigned to a Center for Retailing’s corporate partner to act as their ambassador at the Kelley School. Students work one-on-one with recruiters and other retail executives to help develop and/or maintain the store’s brand at the School among undergraduate students. 2011 By request from the Dean of the LIM College in New York, a formal review was completed for a new graduate program in Master of Professional Studies in Fashion Merchandising and Retail Management Program 2010- 15 Judge for the National Team Selling Competition, Global Sales Leadership Society 2010- 11 Co-chair External Relations Committee. The committee developed and launched a new external marketing communication brochure. This marketing piece is distributed to companies and potential marketing majors interested in learning more about the marketing department at the Kelley School. 2008 – Alumni Panel Moderator 2007 – Marketing Curriculum Task Force

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2006 - Undergraduate Policy Committee 2005 - Advisor to The Kelley-AEO Lab-Store Project: I worked closely with Ray Burke, the project director, Katie Hartman, the project manager, and executives from American Eagle to create an exciting summer internship for selected Kelley MBAs. I outlined the major aspects of internship experience, interviewed and selected the MBA students for the project, and worked with students and the project manager throughout the summer to ensure a success experience for both the students and the retailer. I also assisted the students in their preparation for their final presentation at American Eagle corporate headquarters. 2002 – present: Retail Scholarship Committee, Chair 1997 – 2006: Advisor, Student Retail Association: The mission of the Student Retail Association (SRA) is to encourage and heighten interest and awareness of retailing career opportunities. The association offers numerous on and off campus activities and event featuring today’s leading retailing firms. Association membership demonstrates the commitment to pursuing a career-related specialization beyond a selected concentration in the Kelley School of Business. The SRA gives undergraduate students the opportunity to examine the industry first-hand through application, presentations, and networking. Apparel Merchandising & Interior Design Department 1991-96: Apparel Merchandising and Interior Design, College of Arts and Science, Indiana, University. The Director of Research for the Merchandising Education & Research Center (MERC). Developed and distributed correspondence which introduces MERC and a variety of proposed research projects to various retailing executives. The goal of all research projects is to mutually benefit those within the retail business and the faculty and students of the department. Results include current research in progress: Minority Perceptions of Retailing as a Career Choice, What Are the Long Term Implications for Retail Businesses. AMID Internal Assessment for the Purpose of Improving Teaching, 1995 Apparel Merchandising Interior Design Graduate Research Seminar Series, 1995-96 Apparel Merchandising Interior Design's presentation at the COAS EXPO, 1995-96 A faculty representative at the Apparel Merchandising Chicago Seminar on Nov. 10 & 11, 1994. Research and Development of the Graduate Brochure for the Department of Apparel Merchandising and Interior Design, October 1993. Computer Committee, 1996-97 Scholarship Committee, 1993-present, Chairperson 1995-97 Grievance Committee, 1993-95 Search and Screen Committee, 1994-95 Salary Advisory Committee, 1995

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Service Presentations (invited by the department) "Building Upon the Means-End Theoretical Framework," AMID Research Seminar, October 1996. "Student Field Seminar: Mercantile Corporate Buying Offices," November 1996. "Student Field Study: Mexico." Apparel Merchandising and Interior Design Teaching Seminar, September 20, 1995. "Career Opportunities in Apparel Merchandising." H100 Introduction to Apparel and Textiles. Guest Lecturer, Nov. 21, 1993-96. "How to Market Yourself." Apparel Merchandising Seminar, October 25, 1994-96. "Integrating Computer Technology as a Pedagogical Technique." Apparel Merchandising and Interior Design Seminar, March 2, 1994. "Quantitative Research Methods." H550 Research Methods. Guest Lecturer, June 17, 1994. Retail Profession 2010-15 Invited Speaker. Led discussion on the organization of a national coalition of university retail centers. Attendees included University of AZ, University of Arkansas, University of FL, Texas A&M, Indiana University, and Southern Methodist University. Mission: to further bridge academics & the retailing industry through thought leadership, encourage shared understanding of challenges & areas of opportunity, foster continued relationships between centers, share info on challenges & best practices

2010 – Committee Member. Worked with the "Committee to Organize and Promote" the annual Global Department Store Summit 2010 during the spring of 2010. Attended the conference in New York on June 9 -12. My primary responsibility was developing and executing the marketing communications for the conference prior to the meeting date. The conference was attending by more than 300 CEO executives worldwide. The two day program featured thirteen successful retail CEOs sharing their current strategies and newest developments. This responsibility required coordinating with multiple organizations to launch cohesive web design and content. As the Director of the Center for Retailing at the Kelley School, the assistant director and myself were the only two academic asked to participate and attend the conference.

1997-2005 Conference Director and host of the IU/Sear Retail and Collegiate Forum: Each year, more than 75 professionals from the retailing industry and academic community are invited to send one or more representatives to a one day forum on the topic of retail recruitment held at Sears, Roebuck and Co. Corporate Headquarters, Hoffman Estates, IL. The meeting features a leading expert on retailing to discuss his or her views and ideas related to the theme. The forum also involves interactive, facilitated sessions related to the topic. Unlike other meetings held primarily for industry, this meeting involves the major retailing centers from top ranked universities, undergraduate retail majors, IU alumni working in retail, and other leading practitioners. Professional Organizations Intercontinental Group of Department Stores, Summer Conference, Rome, Italy 2015 Intercontinental Group of Department Stores, Conference session co-chair, Paris 2014 American Collegiate Retail Association, Chair, Student Initiatives, Spring 2012-2014

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University of Arizona Global Retailing Conference co-chair of the special session designed to develop a national Student Retailing Association, 2006-2008 Article Reviewer for the ITAA, Summer Conference, 1996. Presider at the ITAA Annual Meeting, Pasadena, California, Oct. 1995. Professional Memberships University Alliance Community, sponsored by SAP American Marketing Association International Textile and Apparel Association American Collegiate Retailing Association National Retail Federation Media Relations 1997-present Retail and marketing issues content provider for local, state wide and national media outlets. Examples include, The Indianapolis Star, Indianapolis, IN, and the South Bend Tribune, South Bend, IN., CNN Money, the LA Times, NPR National Radio. July 21, 1997 Fort Wayne Post-Tribune, “Wise-Way wants to build superstore, office complex” Aug 1997 Discount Merchandiser, “The Old College Try – Sears Goes Back to School and Brings Target and Wal-Mart Along” Aug 5, 1997 The Herald Times, “Five-and-dime closing time” Sept 30, 1997 The Indianapolis Star, “CEO cites the educational side of Sears” Sept 30, 1997 The Herald-Times, “Sears chief investing in IU students” Sept 30, 1997 Indiana Daily Student, “Sears spending $1 million on center at School of Business” Oct 22, 1997 Tenth Street Times, “Martinez shows IU students how retail is done” Oct 28, 1997 The Cincinnati Enquirer, “IU’s retailing program” Fall 1997 IU Business, “Arthur Martinez visit” Nov 13, 1997 Pittsburgh Post-Gazette, “Shifting attitudes on holiday giving may hurt retailers” Nov 12 1997 Milwaukee Journal Sentinel, “All set for Santa” Nov 23 1997 The Indianapolis Star, “The shopping season” Nov 23 1997 The Stuart (Florida) News, “Gift-Giving”

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Nov 28, 1997 IU HALF-TIME UPDATE, “Let the Season begin...” (local television/sound bite) Nov 1997 WIBC, “Biggest shopping day...” (Indianapolis radio) Nov 1997 WTTS, “Balance the business...” (Bloomington radio) Nov 29, 1997 The Indianapolis Star, “Small towns sprucing up to lure shoppers back home” Dec 13, 1997 The Herald Times, “Extra day of shopping...” Dec 18, 1997 The Indianapolis Star, “Holiday Shopping: Let the Madness Begin” Jan 17, 1998 Mooresville Times, “Retailers Rethink Strategy” Jan 20, 1998 Lafayette Leader, “Retailers Rethink Strategy” Feb 10, 1998 Tenth Street Times, “SRA’s Motto: Retailing Delivers Business to You” Feb 12 1998 The Herald Times, “Asian crisis may threaten, but retail outlook still strong” March 4 1998 The Indianapolis Star, “Peat Marwick Joins IU School’s Sponsors” May 13, 1998 Women’s Wear Daily, “Schools Tout Retail Careers” July 1998 Chain Store Age, “‘E’ Doesn’t Have to Mean On Line” Aug 1998 Chain Store Age, “Web Thoughts...” Dec 7, 1998 WFIU, “Small business and Christmas” (NPR, Marketplace radio spot) Dec 14, 1998 Indiana Business, “Building business the ‘other’ 10 months” Jan 12 1999 WBAA, “Retail Business, New Years Point...” (radio 30 min segment)

Feb 22, 1999 Gary-Post Tribune, “Retailing in the New Millennium” Feb 25, 1999 The Herald-Times, “More than just books...” May 9, 1999 The Herald-Times, “Retailers turn to technology” July 1999 Discount Merchandiser, “Retail Technology in the Next Century” July 1999 P-O-P Times, “New study targets consumer’s acceptance of technology...”

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Aug 22, 1999 The Indianapolis Star, “Saving grace...” Sept 21, 1999 The Indianapolis Star, “Shopping, the way we live...” Nov 11 1999 WFYI & WRTV, “The Effects of a Cyber Shopping ...” (statewide television) Nov 21, 1999 The Indianapolis Star, “Holiday cheer...” Nov 28, 1999 The Herald-Times, “Area retailers expect...” Nov 1999 Money Magazine, “Retail Stock Opportunities” Dec 6, 1999 The Indianapolis Star, ”Paul Harris Stores...” Feb 2, 2000 The Indianapolis Star, “Love & Money” March 15, 2000 South Bend Gazette, “Greeters as service...” April 22, 2000 The Indianapolis Star, “Campaign helps Simon” April 2000 The Indianapolis Star, “New leadership at Harris...” April 2000 The Indianapolis Star, “Grocer Gobbler” June 30, 2000 South Bend Tribune, “To shop or not...” Aug 20, 2000 The Detroit News, “Opportunity knocks...” Aug 27 2000 The Indianapolis Star, “Paul Harris files Chapter 11...” Sept 21 2000 The Herald-Times, “Eddie Bauer enters alliance...” Nov 19, 2000 The Indianapolis Star, “Mall decks the hall with high hopes” Jan 10, 2001 Pool & Spa News Magazine, “Look before you Leap” Feb 1, 2001 The Indianapolis Star, “Consumers’ wallets see effects...” Feb 18, 2001 The Indianapolis Star, “Retailers’ Teen Angst” March 9, 2001 South Bend Tribune, “Retail chains face tough times” April 15, 2001 The Herald-Times, “Closings of Penney stores...”

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May 18, 2001 The Indianapolis Star, “Downtown’s upscale mall...” June 17, 2001 South Bend Tribune, “The Blue Light is back” July 23, 2001 DSN Retailing Today, “Retail Systems…customer analytics programs” July 16, 2001 The Indianapolis Star, “Retailer…nation’s credit craze” Sept 16, 2001 South Bend Tribune, “Terrorist Attacks Impact U.S. Economy, Culture in Many Ways” Nov 4, 2001 Muncie Star, “Is it possible to compete against Wal-Mart” Nov 19, 2001 Herald-Time, “Retail’s hot items” Nov 11, 2001 South Bend Tribune, “Northern IN retailers cautiously optimistic” Nov 18, 2001 Louisville Courier Journal, “Jacobson’s bankruptcy” Nov 26, 2001 The Republic, “Consumers will determine stores...” Dec 11 2001 The Herald-Times, “Slumping economy paints bright picture for …” Jan 10, 2002 The Indianapolis Star, “Specializing in special sizes” Jan 23, 2002 The Herald-Times, “Kmart files bankruptcy” Jan 23, 2002, Channel 13 Indy News, “Kmart - Chapter 11” Jan 23, 2002 South Bend Tribune, “Kmart closing would disappoint South Bend” Jan 26, 2002 The Indianapolis Star, “Indianapolis furniture business to close after 54 years” March 9, 2002 South Bend Tribune, “What are baby boomers buying” April, 2002 Chain Store Age, “Retail U. the next generation” June 6, 2002 The Herald-Times, “Grocery chains wage store war” July, 28, 2002 Louisville Courier Journal, “Over-stored in the Louisville market” Jan 14, 2003 National Public Radio (NPR), Marketplace, “Kmart announces closings of another 326 stores”

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Jan 17, 2003 Herald-Times, “Closing to leave Bloomington, mall with two vacant anchor positions” Jan 19, 2003 Fort Wayne Gazette, “Home improvement chains invading city; price cuts may follow” Jan 26, 2003 Indianapolis Star, “Indianapolis furniture business to close after 54 years” April 1, 2003 Detroit Free Press, “Kmart to cut 660 jobs” April 1, 2003 The Holland Sentinel (Michigan), “Kmart makes big cuts” April 6, 2003 The Times (New Orleans, LA), “Book chain vie to run college stores; UNO may

consider a private operator” July 2003, International Council of Shopping Centers, “Limited Brands fights ban on store

closures” Sept 19, 2003 The Washington Post, “Department Dino-Stores” Sept 28, 2003 The Courier-Journal, (Louisville, KY) “Some retailers rest hopes on catering to

shoppers’ emotions” Oct 8, 2003 Indiana Daily Student, “Student group prepares for future in retail” Oct 10, 2003 Fort Wayne Gazette, “Department stores try new tack” Oct 26, 2003 South Bend Tribune, (Indiana) “No sign of Grinch this season: shoppers expected to

spend more this holiday” Nov 3, 2003 Rafters, “For a few books more” Nov 10, 2003 Associated Press Newswires, “Hard Rock Café, Borders books open in downtown

Detroit” Nov 16, 2003 Herald-Times Bloomington, “Bloomington retailers have high hopes for the

holidays” Nov 28, 2003 Associated Press Newswires and Michigan Retailers Association, “Shop ‘til you

drop: retailers hoping for better year aim to lure shoppers early” Dec 10, 2003 WGCG-BR Radio (Indiana), “Retailers’ pricing strategies: are they changing?” Jan. 2004 Associated Press, “Kmart – where are they now?” Jan. 7, 2004 Muncie Star, “Retail stores, did the profit ring last year?” Jan. 15, 2004 Muncie Star, “What’s the forecast for Jan. sales…first quarter outlook?” June 23, 2004, The Indianapolis Star, “Dick’s Sporting Goods Buys out Gaylan’s”

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June 24, 2004 Associated Press, “Why the buyout – who benefits, Gaylans – Dick’s?” Aug 16, 2004 Womens Wear Daily, “10 tips for the Apparel Executive” Oct. 22, 2004 LA Times, “Early Holiday Merchandise…what’s selling?” Oct. 20, 2004 The Indianapolis Star, “Co-op hardware stores…” Oct. 24, 2004 The Indianapolis Star, “Hip-hop retailing makes a statement” Nov.1, 2004 Inside Indiana Business,” 4th Quarter Retail Sales…what’s the outlook?” Nov. 1, 2004 WGCL Radio, “Holiday Sales Forecast” Nov. 21, 2004 The Star Press, Muncie, “The Toy Story” Nov. 18, 2004 South Bend Tribune, “Is Sears going to be Grand?” Nov. 18, 2004 Metro Source (Associated Press for Radio), “Kmart and Sears…” Nov 18, 2004 Michigan Associated Press, “Kmart/Sears Merger…” Nov. 29, 2004 WISH TV, Channel 8 Indianapolis, “Wal-Mart sales flat…” Dec. 1, 2004 WGCL Radio, “How can consumers support local retailers?” Dec.14, 2004 The Indianapolis Star, “Mid-Holiday Sales…have projections changed?” Jan. 8, 2005 South Bend Tribune, “The devaluation of the dollar, what does it mean for consumers,” Jan. 21, 2005 Indianapolis Star, “Federated and May Co talks” Jan. 21, 2005 Indianapolis Star, “Finishline presents a new line” Jan 21, 2005 Dow Jones Online Report, “Federated and May, what are the ecommerce implications” Jan. 2005 The Cincinnati Enquirer, “Will Federated offer customers more of their label” Jan 31, 2005 Indianapolis Star, “Footlocker attracts Urban customer” Feb 25, 2005 Indianapolis Star, “The local Mexican population…” Feb 28, 2005 Indianapolis Star, “Finishline reaches $1 Billion mark” Mar. 1, 2005 Metro Networks & Radio, “Federated and May merger…”

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Mar. 2, 2005 The Indianapolis Star, “Federated/May merger a go” Mar. 2, 2005 The Herald Times, “The merger between Federated and May Co...local implications?” Mar. 31, 2005 Chicago Tribune, “Saks Inc goes up for sale” May 4, 2005 South Bend Tribune, “Where are the ‘good’ stores locating?” Aug. 2005 Business Networks, “Ready for the gray market” Aug. 8, 2005 Louisville Courier Journal, “Retail growth in Clarksville” Sept. 9, 2005 The Indianapolis Star, “Luxury retailing comes to Indianapolis” Sept. 17, 2005 The Daily Journal, Franklin “Macy’s brings change” Sept 20, 2005 The Indianapolis Star, “Cathy Ireland partners with local manufacturer and designer” Sept. 22, 2005 South Bend Tribune, “Macy’s converts…” Nov. 13, 2005 The Herald Times, “Holiday shopping, early and often” Nov. 20, 2005 The Indianapolis Star, “A culture of more, more, more” Nov. 27, 2005 Terra Haute Press, “Downtown location and retailing opportunities…” Nov. 29, 2005 Cincinnati Enquirer, “Competing in the fourth quarter…” Nov. 2005 Chain Store Age, “Recruiting teamwork, IU partners to promote retailing” Dec. 12, 2005 Detroit Free Press, “Shopping with no sense of urgency…” Jan. 2006 The Indianapolis Star, “Is the Power of Retailing a Reflection of Consumer Demand?” Feb. 8, 2006 The Indianapolis Star, “Marsh Shake-up” Feb. 28, 2006 Cincinnati Enquirer, “Federated/May Update…” March 6, 2006 Fort Wayne News Sentinel, “Wal-Mart Growth…” March 8, 2006 Daily Journal – Greenwood, “What’s in store for the local mall…”

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September 13, 2006 Cincinnati Enquirer, “Chicago reacts to the changes at Marshall Fields” January 14, 2007 South Bend Tribune, “Martin Luther King Holiday Sale?” Feb. 8, 2007 The Indianapolis Star, “HH Gregg bets the store” April 19, 2007 Johnson County Journal, “Plans for Retail Renovations…” May 4, 2007 Johnson County Journal, “Renovations continue…” September 16, 2007 The Indianapolis Star, “Zeroing in on leadership prowess of IU” November 11, 2007 South Bend Tribune, “Holiday payrolls …” December 18, 2007 Workforce Management, “Indiana University, Target, take aim at Leadership

Crisis” January 2008 Indiana Business Journal, “Fat Hazs Inc. expands web presence” October 2008 Indiana Business Journal, “Charlie and Barry’s distribution strategy…” November 23, 2008 Huston Chronicle, “Retail Crisis…” November 27, 2008 Herald Times, After Thanksgiving retail businesses…” December 4, 2008 WCGL radio, Bloomington “Holiday retail sales” December 4, 2008 WRTV Channel 6 Indianapolis, “Retail sales…” December 5, 2008 Washington Post, “Walmart is only bright spot…” December 6, 2008 WCSL radio, Columbus IN “Holiday retail projections” December 8, 2008 WRTV Channel 6 Indianapolis, “Retail career prospects in 2009” December 11, 2008 WTRC radio Elkhart IN, “Holiday Gloom…” January 14, 2009 CNN Money.com “Job loss in the retail sector…” April, 2009 Arrive Magazine “Retail as the third-place” May, 2009 Seattle Times, “The retail recession, the long view” July, 2009 Chicago Tribune, “Non-stop season of sales…”

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September, 2009 Seattle Times, “The luxury sector during the recession…” November, 2009 Boston Radio WBUR, Here and Now January, 2010 Indiana Business Journal, “Credit card fees hurt retailers” October, 2010 Kokomo Tribune, “Holiday shopping climate…” March, 2011 Knowledge @ Wharton, “Advantages & drawbacks of exclusive brands September, 2012 Kokomo Tribune, “Holiday trends…” November, 2012 AP story focused on the madness of Black Friday was picked up by dozens of

national print, online, broadcast news outlets, including The New York Times, the Washington Post, msn, SFGate, Denver Post, ABCNews.com, AOL and Netscape.

October, 2013 Fort Wayne News Sentinel, “The Whole Foods effect…” November, 2013 National Public Radio, Marketplace interview: Holiday sales and promotional

planning FUNDRAISING ACTIVITES 1998 – present: (represents funds personally raised for the Center for Education & Research in Retailing, this list does not include funds already in place for the Center for Retailing in 1997) Sears Holdings (formally Roebuck & Co) - $465,000 Macy’s Department Stores &formally Federated 320,000 Target Corporation – Center for Retailing 242,500 Kohl’s - 187,500 KPMG Peat Marwick - 65,000 Bridgestone/Firestone Inc. – 72,000 Kantar IQ (services) 50,000 Gap Inc. (all divisions) - 50,000 Retail Forward - 40,000 Dick’s Sporting Goods 90,000 Office Depot - 30,000 R/L/G - 30,000 Jewel Osco – 25,000 Mercantile Department Stores – 25,000 Walgreen Co. - 27,500 Toys-R-Us 20,500 American Eagle - 20,000

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Kalypso 40,000 Rapp Inc. 20,000 Mervyn’s – 15,000 Abercrombie & Fitch 25,500 Eddie Bauer - 10,000 Galyans Sporting Goods – 10,000 Kroger - 10,000 Kurt Salmon Assoc. – 10,000 Best Buy 10,000 Bon Ton Stores 20,500 JCPenney 5,000 ALDI 12,500 Total: $1,948,000.00

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