Graduate Assistant and Teaching Fellow Department of Marketing and Entrepreneurship Kent State University

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1 Todd Morgan University of Massachusetts Lowell The Robert J. Manning School of Business 1 University Ave. Lowell, MA United States Phone: (216) todd_morgan@uml.edu ACADEMIC POSITIONS Present Assistant Professor of Marketing Department of Marketing, Entrepreneurship and Innovation Manning School of Business University of Massachusetts Lowell Graduate Assistant and Teaching Fellow Department of Marketing and Entrepreneurship Kent State University EDUCATION Ph.D., Marketing Strategy, Kent State University, 2015 Minor: Applied Business Statistics MBA, Management, Cleveland State University, 2006 BBA, Marketing, Cleveland State University, 2005 RESEARCH INTERESTS New product development and innovation strategy Strategic alliances Strategic orientation Organizational reputation DISSERTATION Antecedents, Consequences, and Boundary Conditions of Customer Participation in the New Product Development Process

2 Todd Morgan CV Page 2 Committee: Sergey Anokhin (Chair), Robert D. Jewell, Joakim Wincent, and Eric Johnson Research has shown that new product development s (NPD) impact on firm performance is ever important to a firm s competitive position, as it enhances competitive differentiation, establishes entry barriers to markets, and increases revenues and profits (e.g. Cooper 2011; Chen et al. 2010). Technology in today s markets has provided customers with greater information and the ability to communicate with companies on a global scale. With the growing transparency between firms and customers, more firms are utilizing customer participation in the NPD process, a collaborative NPD activity in which customers and firms create new knowledge and value through mutual, ongoing interactions (Blazevic and Lievens 2008). Research has shown that firms that utilize customers in NPD are expected to be more innovative (Fang et al. 2008) and have greater financial performance (Coviello and Joseph 2012). While initial empirical studies seem promising, much work still remains. The majority of research has focused on specific contexts, user groups, and has relied on case studies. My dissertation seeks to expand the nomological net of customer participation in NPD by examining its antecedents, consequences, and boundary conditions of its effectiveness in a more generalized context. While gaining insight from customers may be advantageous to develop new products, firms must be able to internalize the information in order to capitalize on it and must possess the resources and capabilities to maximize its effectiveness. As such, organizational learning theory, the resource based view and its extension, the dynamic capabilities literature, help guide the arguments in my dissertation. This research suggests that not all firms may wish to integrate customers into the NPD process and customer participation s effectiveness may be contingent upon a firm s absorptive capacity, which can enhance NPD performance and help firms utilize customer knowledge to enhance the resource base of the firm and build more marketable products. REFEREED JOURNAL ARTICLES Morgan, Todd, Sergey Anokhin and Joakim Wincent, Entrepreneurial Orientation, Firm Market Power and Opportunism in Horizontal Networks, Journal of Business & Industrial Marketing (forthcoming) Morgan, Todd, Sergey Anokhin, Andrey Kretinin and Johan Frishammar (2014), The Dark Side of the Entrepreneurial Orientation and Market Orientation Interplay: A New Product Development Perspective, International Small Business Journal. DOI: Kretinin, Andrey, Todd Morgan and Sergey Anokhin (2014), The Dark Side of

3 Todd Morgan CV Page 3 Multiunit Franchising: The Drawbacks of Local Responsiveness. Advances in International Management, Vol. 27, RESEARCH UNDER REVIEW Morgan, Todd, Sergey Anokhin and Joakim Wincent, Market Orientation Effects on Absorptive Capacity: On the Bright and Dark Sides of Customer Participation in New Product Development, second round of review at Industrial Marketing Management. Todd Morgan, Sergey Anokhin and Robert Wuebker, A Reputation for What, Exactly? How CVC Firm Reputation(s) Attract Potential Investments, first round of review at Strategic Management Journal. Morgan, Todd, Sergey Anokhin and Eric Johnson, Strategic Emphasis, Incumbent-New Venture Partnerships, and Innovation: Overcoming Incumbent Inertia, first round of review at R&D Management. Morgan, Todd and Michael Obal, Managing the Customer Participation Paradox in New Product Development: The Role of Absorptive Capacity, first round of review at the Journal of Product Innovation Management. Kakapour*, Saba, Todd Morgan, Salman Parsinejad and Alice Wieland, Antecedents of Corporate Entrepreneurship in Iranian SMEs: The Role of Strategic Orientation and Opportunity Identification, first round of review at Journal of Small Business and Entrepreneurship. *Order of authorship alphabetical to reflect equal contribution. SELECTED WORK IN PROGRESS Morgan, Todd, Antecedents of Customer Participation in the New Product Development Process: A Strategic Orientation Perspective, Obal, Michael, Nathan Fong and Todd Morgan, Sales Force Acceptance of Disruptive Technologies: The Complex Influence of Individual Employee Motives, Morgan, Todd, Andrey Kretinin, Michael H. Morris and Sergey Anokhin, Entrepreneurial Orientation Effects on New Product Performance and the Mediating Role of Customer Co-creation: A Study of Small- to Medium-Sized Firms. Morgan, Todd and Robert D. Jewell, Strategic Change and Innovation

4 Todd Morgan CV Page 4 Reputation: Opening up the Innovation Process. Morgan, Todd, Kostas Alexiou and Chan Ho Song, The Impact of Open Innovation on New Product Development Speed and the Contingent Role of Environmental Complexity. Morgan, Todd and Sergey Anokhin, Organizational Reputation: A Meta- Analysis. Morgan, Todd, Revisiting the Tradeoff between Speed to Market and Innovativeness: The Impact on New Product Development Performance. Morgan, Todd, Sergey Anokhin and Joakim Wincent, The Servitization of Manufacturing Firms: The Role of Open Innovation Capabilities. Morgan, Todd, Joakim Wincent and Sergey Anokhin, Open Innovation Service Failure: Who s to Blame and How to Recover? Morgan, Todd, A Dog Chasing its Own Tail? The Rise and Fall of Market Oriented Firms. Todd Morgan and Sergey Anokhin, To Create or Copy: The Impact of Arbitrage Orientation on Innovation and Firm Performance. CONFERENCE PROCEEDINGS Morgan, Todd and Kostas Alexiou (2015), The Impact of Open Innovation on New Product Development Speed and the Contingent Role of Environmental Complexity. Accepted for presentation at the Global Research Symposium on Marketing and Entrepreneurship Chicago, Illinois (August, 2015). Morgan, Todd and Michael Obal (2015), The Paradox of Customer Participation in the New Product Development Process. Academy of Marketing Science World Marketing Congress Bari, Italy (July, 2015). Morgan, Todd and Michael Obal (2015), Customer Participation in New Product Development and New Product Performance: The Moderating Role of Expertise. Academy of Marketing Science Conference Denver, CO (May, 2015). Morgan, Todd and Joakim Wincent (2014), Entrepreneurial Orientation and Opportunism: A Horizontal Network Perspective. Academy of Marketing Science 17 th Biennial World Marketing Congress Lima, Peru. Morgan, Todd, Sergey Anokhin and Eric Johnson (2014), Strategic Emphasis,

5 Todd Morgan CV Page 5 Incumbent-New Venture Partnerships, and Innovation: Overcoming Incumbent Inertia. Global Innovation Knowledge Academy Annual Conference Valencia, Spain. Morgan, Todd, Sergey Anokhin and Eric Johnson (2014), Create or Appropriate? Strategic Alignment Preference in Incumbent-New Venture Alliances and Innovation Outcomes. Academy of Marketing Science Annual Conference Indianapolis, Indiana. Kretinin, Andrey, Todd Morgan and Sergey Anokhin (2013), The Drawbacks of Successful Local Responsiveness. Advances in International Management Workshop Milan, Italy. Morgan, Todd, Sergey Anokhin and Joakim Wincent (2013), Looting the Network? Reputation, Power, and Opportunism. Global Research Symposium on Marketing and Entrepreneurship Boston, Massachusetts. Sergey Anokhin, Todd Morgan and Robert Wuebker (2013), A Reputation for What, Exactly? How CVC Firm Reputation(s) Attract Potential Investments. Academy of Management Conference Orlando, Florida. Morgan, Todd, Sergey Anokhin, Andrey Kretinin and Johan Frishammar (2013), Two Chefs in the Kitchen: The Interplay of Entrepreneurial Orientation and Market Orientation on New Product Development Performance. Academy of Marketing Science Conference Monterey, California. Anokhin, Sergey and Todd Morgan (2013), Like a Moth to a Flame? CVC Reputation and Incumbents Attractiveness for Startups. USASBE Conference San Francisco, California. Morgan, Todd and Sergey Anokhin (2012), When the Fog Dissipates: The Choice of Strategic Emphasis in a Partner. American Marketing Association Summer Educators Conference Chicago, Illinois. Morgan, Todd and Sergey Anokhin (2012), The Impact of Information Asymmetry on the Choice of Equity Partner. Atlanta Competitive Advantage Conference Atlanta, Georgia. AWARDS AND HONORS 2015 Kauffman Fellow of the 2015 AMA Marketing and Entrepreneurship SIG Doctoral Consortium and Research Symposium, August. University Fellowship Award, Kent State University, Spring.

6 Todd Morgan CV Page 6 Kent State University Ph.D. Research Support Fund Grant Recipient, Spring Kauffman Fellow of the 2014 AMA Marketing and Entrepreneurship SIG Doctoral Consortium and Research Symposium, July. Sheth Doctoral Fellow of the 2014 AMA Sheth Foundation Doctoral Consortium, June. Kent State University Ph.D. Research Support Fund Grant Recipient, Fall and Spring. Kent State University Graduate Student Senate Domestic Travel Grant Recipient, Spring. USASBE Doctoral Fellow of the th Annual USASBE Doctoral Consortium, January Kent State University Ph.D. Research Support Fund Grant Recipient, Fall and Spring. Kent State University Graduate Student Senate Domestic Travel Grant Recipient, Summer. Academy of Marketing Science Conference Travel Grant Recipient, May. Kent State University, College of Business Administration Dean s Best Paper Award Finalist, April Kent State University Graduate Student Senate Domestic Travel Grant Recipient, Summer. Research Development Workshop Grant supported by the National Science Fund: Atlanta Competitive Advantage Conference, May. Kent State University 27 th Annual Graduate Research Symposium Best Oral Presentation, April. TEACHING INTERESTS New Product Development and Innovation Marketing Strategy Entrepreneurship International Marketing

7 Todd Morgan CV Page 7 TEACHING EXPERIENCE Strategic Dilemmas in Entrepreneurship, Fall 2014; Fall 2013 New Product Development and Innovation, Summer 2014 International Marketing (online), Spring 2014 Principles of Marketing, Summer 2013; Summer 2012 Advertising and Promotion, Spring 2013; Fall 2012; Spring 2012 Marketing Tools Lab, Fall 2011 TEACHING EVALUATIONS Course Semester Enrolled Surveyed Evaluation* Strategic Dilemmas in Entrepreneurship Fall New Product Development and Innovation** Summer International Marketing (online) Spring Strategic Dilemmas in Entrepreneurship Fall Principles of Marketing Summer Advertising and Promotion Management Spring Advertising and Promotion Management Fall Principles of Marketing Summer Advertising and Promotion Management Spring Hands-on Marketing Tools Lab Fall * Evaluation based on 5 point scale where "1=poor" and "5=excellent" ** Independently designed course SERVICE ACTIVITIES Service to the Field Journal Reviewer Journal of Product Innovation Management invited guest reviewer, 2015 International Small Business Journal invited guest reviewer, 2015, 2014 Industrial Marketing Management special issue: Power in Business, Customer, and Market Relationships, 2014 Conference Reviewer USASBE Annual Conference 2016, 2015 Academy of Marketing Science Annual Conference 2015, 2014, 2013 American Marketing Association Winter Educator s Conference 2016, 2015, 2014 Academy of Marketing Science World Marketing Congress 2015, 2014

8 Todd Morgan CV Page 8 Advances in International Management Workshop 2013 American Marketing Association Summer Educator s Conference 2014, 2013 Atlanta Competitive Advantage Conference Paper Development Workshop 2012 Internal Service, Kent State University University Academic Hearing Panel, academic year College of Business Associate Dean (Academic) Search Committee 2013 Associate Dean (Graduate and International Programs) Search Committee 2013 Department of Marketing and Entrepreneurship PhD Teaching Mentor, Fall 2012 DOCTORAL COURSEWORK Marketing Marketing Research Consumer Behavior Marketing Theory Marketing Strategy Analytical Methods in Marketing Research Statistics Structural Equation Modeling Linear Statistical Models Research Methodology Econometrics I Econometrics II Quantitative Statistical Analysis I Quantitative Statistical Analysis II Michael Hu Robert D. Jewell Jennifer Wiggins-Johnson Sergey Anokhin Sungha Jang Sungha Jang Alfred Guiffrida Alfred Guiffrida Eric Johnson Eric Johnson Christopher Flessner Jeffrey Ciesla MEMBERSHIP IN ACADEMIC AND PROFESSIONAL ORGANIZATIONS American Marketing Association (AMA) Academy of Marketing Science (AMS) Product Development and Management Association (PDMA) United States Association for Small Business and Entrepreneurship

9 Todd Morgan CV Page 9 (USASBE) o Mentee of the USASBE Mentorship Program (mentor: Dr. Michael Morris) PROFESSIONAL EXPERIENCE Senior Marketing Analyst Amerimark Direct, Cleveland, OH Developed predictive response models, analyzed lifetime value of customers, segmented customers based on likelihood of response using multivariate statistical methods, mined the database for trends within the customers purchase habits, and developed weekly financial projections. Unilever Account Representative Louis F. Leeper Company, Cleveland, OH Analyzed market and sales data for company s largest account, developed relationships with customers which helped increase sales volume by 659% in 2007 vs. 2006, and used customer analysis techniques to help increase customer repurchase rates. Invoice Reconciliation Specialist Advantage Sales and Marketing, Grand Rapids, MI Reconciled shipped orders for 38 Consumer Packaged Goods clients; added orders into Genisys software system; corresponded with consumer packaged goods clients to request invoices. REFERENCES Sergey Anokhin (dissertation chair) Associate Professor and Interim Director, Center for Entrepreneurship and Business Innovation Department of Marketing and Entrepreneurship Kent State University United States sanokhin@kent.edu Robert D. Jewell Associate Professor and Department Chair Department of Marketing and Entrepreneurship

10 Todd Morgan CV Page 10 Kent State University United States Joakim Wincent Visiting Professor and Bridgestone Chair of International Marketing Department of Marketing and Entrepreneurship Kent State University United States Professor Department of Business Administration, Technology, and Social Sciences Luleå University of Technology Sweden Michael H. Morris James W. Walter Eminent Scholar Chair Academic Director Program Director, Center for Entrepreneurship & Innovation Department of Marketing University of Florida United States