Derek Lawson, Ph.D., Cfp® Email & Phone Number

Des Moines, IA, US

Manhattan, KS

Undergraduate Program Director as of January 2023Courses taught:PFP 472 - Personal Income Tax Planning (Fall)PFP 482 - Personal Investment Concepts 2/Wealth Management (Spring)PFP 468 - Practice Management (Spring)PFP 772 - Graduate Level Personal Income Tax Planning (Summer)PFP 808 - Research Cluster on Structural Equation Modeling (2nd & 3rd-year.

We work virtually with our clients. Our firm is headquartered in Durango, CO; I work out of Manhattan, KS.

Durango, CO; Des Moines, Iowa Area

At Priority Financial Partners, we work with clients in Durango, Denver, and Boulder, CO, as well as Des Moines, IA, and across the country to offer a paradigm shift from traditional advisors, driven by opaque commissions and outdated schemes, to a forward-thinking approach that puts client interests first. See more at www.PriorityFP.com

Part-Time associate CFP helping firm’s lead advisor with back-office planning and business-related processes.

Lubbock, Texas Area

Taught undergraduate Retirement Planning and Wealth Management, and graduate Wealth Management.

The Financial Therapy Association (FTA) is a professional organization comprised of practitioners and scholars from the fields of mental health (e.g., marriage and family therapists, counselors, psychologists, social workers, life coaches) and financial services (e.g., financial planners, financial counselors, financial educators, financial.

FPA NexGen is a community for FPA members age 36 and under that focuses on the next generation of financial professionals.

Kansas City, Missouri Area

Served as the Social Media and Marketing coordinator for NAPFA Genesis, a peer-to-peer networking group for fee-only financial planners in their early career (age 33 and younger). An initiative of NAPFA, we work to create an environment that encourages our members to navigate and grow as young fee-only advisors.

Kansas City, Missouri Area

• Created a database and OneNote system on all clients to easily update basic client information without having to re-do the process each time.
• Provided support for comprehensive financial planning clients by gathering data, developing financial plan analysis and scenarios, packaging and posting meeting materials and managing meeting notes and action items
• Attended, observed and participated in client meetings
• Managed meeting notes and action items
• Prepared financial plan updates for clients
• Assisted in helping complete action items for clients

Served as one of the Directors at Large on the board for the FPA of Greater KC.The Financial Planning Association of Greater Kansas City is the preeminent organization for financial planning professionals in the Greater Kansas City area, Northern Kansas and Western Missouri. The FPAGKC provides a forum for education and career development for its members.

• Brought in sponsorship dollars to help fund the team’s travel expenses, funding all travel expenses the 2011-2013 seasons, estimated at approximately $100,000
• Oversaw all board members are acting and performing their duties in an appropriate fashion
• Supervised the development and maintenance of the budget with the Treasurer
• Answered questions from the coaching staff regarding the ACHA and/or the University of Iowa, among others
• Participated in league meeting to help establish the regular season & post season game schedules, along with the coaching staff
• Ensured the club adhered to the collegiate athletics guidelines

Iowa City, Iowa Area

• Developed, incorporated and maintained an accounting system
• Prepared monthly, quarterly and yearly budgets for distribution to board members
• Maintained an up-to-date cash flow statement/analysis
• Ensured all purchases were within budget by working with the President
• Collected all dues/fundraising monies from members and club event sponsors
• Teamed with the University of Iowa Recreational Services department to ensure our accounting records were in-line with their records on us

Iowa City, Iowa Area

• Coordinated all game-day operations of the team
• Arranged game officiating crew
• Represented the club at MACHA league meetings with the General Manager and President
• Assisted the General Manager in conducting board meetings
• Expanded the Board of Directors by adding a Director of Marketing and Secretary position for the 2009-2010 season
• Partnered with the President and Director of Marketing to create a marketing plan

Kansas City, Missouri Area

- Reviewed General Ledger accounts to ensure all account were accurate and up-to-date.- Calculated Net Asset Value of Funds- Researched any discrepancies as applicable- Created a training guide on how to review short-term assets and whether or not they priced accurately or not.

Des Moines, Iowa Area

• Assisted in the creation of the HYP financial account
• Helped produce HYP annual budget and projections
• Coordinated all financial matters with Greater Des Moines Habitat Finance Director
• Involved in all board meetings until my departure because of my move to Kansas City

West Des Moines, IA

- Met with prospective clients to determine if life insurance was a correct fit for them at the time.- Aided other representatives in the research of securities and solutions for current and prospective clients.- Studied for and passed the FINRA Series 6 & 63 exams to be licensed as a FINRA Registered Representitive.

Iowa City, Iowa Area

• Brought in sponsorship to fully fund all travel expenses for the 2010-11 season, estimated at approximately $50,000
• Directed all executive board meetings
• Represented the club on campus and in the community in conjunction with the Board Members and Head Coaches
• Coordinated game-day operations of the team
• Arranged game officiating crew
• Represented the club at league meetings with the President and coaching staff

Iowa City, Iowa Area

• Partnered with my PCC Program Director to identify campus organizations & recruiting efforts to ensure the program had a strong & effective presence on campus
• Attended campus events such as info sessions, career/volunteer fairs, classroom presentations andnetworking events to help promote the PCC
• Referred potential candidates to apply to certain program opportunities while communicating the programs benefits to the student
• Represented the Pomerantz Career Center and it's programs while on-campus at all times

• Oversaw accounting practices of staff for quality control (A/R, A/P, general accounting, etc.)
• Reconciled sales reports prior to month end postings and calculated commissions earned
• Collected data from multiple sources to generate many accounting reports for upper managementoReports such as Profit & Loss, month end, weekly catering and sales
• Reconciled bank deposits to sales reports, inventory levels, payroll, A/R & A/P
• Prepared current workbooks containing financial information by event type
• Assisted HR in payroll entering, filing and organizing I-9 and other employee information

Processed claims including audits, invoices and travel claims for paymentMaintained the department's cash management and revenue systemsProvided customer service associated with all accounts payable functionsTeamed with the Accountant 2 to review, reconcile and evaluate monthly procurement card statementsTracked, recorded, and researched property tax.

Mapped out and conducted a volunteer effort to clean-up a Des Moines-area State ParkOrganized and petitioned for several volunteers to assist in the volunteer clean-up projectActively participated in a variety of projects related to the mission of the AmeriCorps and the Iowa DNR

Provided customers service and assisted with shipping and receivingKept track of all invoices and warehouse inventory

Instructed young ice hockey goalies in the basics of the positionProvided leadership and was accountable for all of the camp kidsTaught the kids to have fun, yet to work hard to get the most out of the camp

Doctor Of Philosophy (Ph.D.), Personal Financial Planning: Financial Therapy & Physiological Stressors

Activities and Societies: Graduate Student Council: President (2017-18); President-Elect (2016-17); Cabinet member of Student Governing.

Master Of Science (M.S.), Personal Financial Planning, Family Studies & Human Services

Graduated December 2014

Bachelor Of Business Administration (B.B.A.), Finance

Activities and Societies: Treasurer & Director of Operations for the University of Iowa Men's Club Ice Hockey Team Team Member 2006-2009.

Education record