Lewis Hershey

Professor of Marketing, Co-Director, Disability Planning & Policy Center

Marketing

224 Hill Hall

734.487.3323

[email protected]

Education

Ph. D. Louisiana State University
MA and BA The University of North Carolina at Chapel Hill
Licenses: Series 7, 63, 65, GA Life, Accident, and Health; Variable Life; Variable Annuity; NC Life
Certificate in Risk Management, College of Financial Planning

Professional Summary

Dr. Hershey is a Professor of Marketing at Eastern Michigan University. He also serves as the Director of the EMU Sales Center and as Co-Director of the Disability Planning & Policy Center (with Annemarie Kelly in the CHHS). As an academician, Dr. Hershey has published widely in scholarly journals in such fields as financial planning, marketing theory, management theory, leadership, marketing education, information-processing and communications theory, narrative and literary criticism, intercultural communication, and classical rhetoric. Prior to coming to Michigan, he has taught at major universities in North Carolina, Louisiana, Missouri and Georgia. He is a former financial planner and business owner. As a consultant, Dr. Hershey created the first-to-market PowerPoint-based lecturing/learning systems for college textbooks. He has authored over fifty lecture supplement projects in support of major business textbooks in a wide variety of business fields, seen by over 3 million MBA candidates and undergraduate students. Dr. Hershey's computer-based lecturing systems have been used to support textbooks in marketing principles, marketing management, principles of management, organizational behavior, human resource management, strategic management, public relations, advertising, consumer behavior, business law, introduction to business, business communications, sociology, anthropology, production and operations management, economics, computer information systems, and engineering materials.

Courses Taught

Marketing Principles, Marketing Research, Advertising, Integrated Marketing Communications, Entrepreneurship, Marketing Management & Strategy, Business Strategy, Personal Selling, Sales Management, Services Marketing, Retailing, Consumer Behavior, Business and Professional Communication, Organizational Communication, and Special Topics in Marketing

Research Interests & Projects

Since 2015, Dr. Hershey's research interests have concentrated on the financial planning needs of individuals and families with disability issues. This research is used by sales professionals in retail financial planning to market their services to clients with disabilities. His research has appeared in several journals including Journal of Financial Service Professionals, Academy of Marketing Studies Journal, Journal of Information Privacy and Security, Qualitative Marketing Research, Review of Business Research, Journal of Business and Leadership, Health Marketing Quarterly, International Journal of Commerce and Management, Services Marketing Quarterly, Anthropology and Humanism Quarterly, Southern Speech Communication Journal, Rhetoric Society Quarterly, Academy of Educational Leadership Journal, and the Marketing Education Review.

Selected Publications

Hershey, Lewis and Harry Ehrenberg (2024), “Key Concerns for Financial Planning for Beneficiaries Subject to Guardianship,” Journal of Financial Service Professionals, 78, (3) 67-72.

Hershey, Lewis (2024), “After You Are Gone: Using Letters of Intent to Coordinate the Roles of Guardians and Trustees,” Journal of Financial Service Professionals, 78, (1) 48-53.

Kelly, Annemarie and Lewis Hershey (2023), “Coordinating an ABLE Account and a Special Needs Trust: Eight Best Practice Considerations,” Journal of Financial Service Professionals, 77, (1) 47-57. Second place, Kenneth Black Jr., Journal Author Award 2023, Society of Financial Service Professionals

Kelly, Annemarie, Cory Gilden, Caitlin Bailey, Lewis Hershey and E. Virginia Sticinski (2022), “Financial Health Assessments by People with Disabilities and Their Families During the COVID-19 Pandemic: Opportunities and Obstacles for Financial Planners,” Journal of Financial Service Professionals, 76, (5) 46-55.

Hershey, Lewis, Annemarie Kelly, and Christina Marsack-Topolewski (2022), “Using In-Service Retirement Plan Distributions with Roth Conversions to Fund Special Needs Planning,” Journal of Financial Service Professionals, 76, (2) 49-58.

Kelly, Annemarie, Lewis Hershey and Christina Marsack-Topolewski (2021), “A 50-State Review of Guardianship Laws: Specific Concerns for Special Needs Planning,” Journal of Financial Service Professionals, 75, (1) 59-79.

Kelly, Annemarie, Lewis Hershey and Christina Marsack-Topolewski (2020), “Implementing Guardianship Policies in Special Needs Planning: Five Potential Positives,” Journal of Financial Service Professionals, 74, (6) 49-63.

Kelly, Annemarie, Lewis Hershey and Christina Marsack-Topolewski (2020), “Implementing Guardianship Policies in Special Needs Planning: Five Possible Pitfalls,” Journal of Financial Service Professionals, 74, (5) 42-54.

Hershey, Lewis, and Annemarie Kelly (2019),"Using Roth Conversions of Legacy Retirement Plans to Fund Special Needs Planning," Journal of Financial Service Professionals,” 73, (2) 80-88. Second place, Kenneth Black Jr., Journal Author Award 2019, Society of Financial Service Professionals

Kelly, Annemarie and Lewis Hershey (2018), "A 50 State Review of ABLE Act 529A Accounts," Journal of Financial Service Professionals, 72 (2), 69-84.

Hershey, Lewis, Annemarie Kelly and Boris Abbey,(2017), "Enabling ABLE: Five Potential Positives for Implementing the ABLE Act," Journal of Financial Service Professionals, 71(2), 60-68. First place, Kenneth Black Jr., Journal Author Award 2017, Society of Financial Service Professionals

Hershey, Lewis, Annemarie Kelly and Boris Abbey,(2017), "Disabling ABLE: Five Possible Pitfalls When Implementing the ABLE Act," Journal of Financial Service Professionals, 71(2), 70-78.

Abbey, Boris and Lewis Hershey (2016), "Does the ABLE Act Enable the Wealthy and Disable the Poor?" Journal of Financial Service Professionals, 70 (2), 46-52.

Hershey, Lewis, Boris Abbey, Terry Stanaland, and Terry Owens (2015), "When to Stretch and When NOT to Stretch an Inherited IRA: The Special Case of the Special Needs Trust," Journal of Financial Service Professionals, 69 (2), 59-66.

Dubas, Khalid Lewis Hershey and Saeed Dubas (2015),"An Evaluation of the Walk-in and Online Counterparts of Leading US Stores," Academy of Marketing Studies Journal, 91, (1), 166-176.

College of Business