Thank you to 


for generously supporting
the 2017 APLG/FSA Joint Seminar

2017 APLG/FSA Annual Seminar


To access the seminar's videos, click HERE

To access the seminar's presentation, click HERE

Thursday, February 9, 2017
2:00 pm – 7:00 pm Registration

Friday, February 10, 2017
7:00 am – 5:00 pm Registration

7:00 am – 7:55 am Networking Breakfast

7:55 am – 8:00 am Welcome Remarks
Elizabeth Oliver, Lewis Whitaker Adams Professor and Chair of Accounting, Washington and Lee University
Craig White, Dean of the Anderson School of Management, University of New Mexico

8:00 am – 8:50 am Session 1
Speaker: Joe Ucuzoglu, Deloitte Audit CEO

8:55 am – 10:10 am Session 2: Gen Z Comes to College
Panelists: Kathleen Davisson, Assistant Director, University of Denver School of Accountancy
Anne Donovan, U.S. and West Cluster People Innovation Leader for Human Capital at PricewaterhouseCoopers
Peter Farrell, Managing Director & Senior Principal, EAB | Royall & Company
Yvonne Hinson, Academic in Residence, AICPA
Dale Johnson, Adaptive Program Manager, EdPlus at Arizona State University

10:10 am – 10:45 am Break
Sponsored by Beta Alpha Psi

10:45 am – 11:35 am Session 3: Strategic Planning
Charles E. Bamford, Ph.D., Bamford Associates, LLC

11:40 am – 12:30 pm Session 4: Where Are We on Increasing Diversity? Successful Strategies
Panelist: Christine Clements, Chief Diversity Officer, AACSB
Kevin James, Department Chair and Associate Professor, North Carolina A&T State
Erin Thomas, PhD, Diversity Manager, Grant Thornton LLP
Scott Wiley, CAE, President & CEO of the Ohio Society of CPAs, Chair ASAE

12:35 pm – 1:50 pm Welcome Lunch and Award Presentation
APLG and FSA Awards
Sandra Richtermeyer, President, APLG and Dean of Manning School of Business, University of Massachusetts Lowell
Rebecca Shortridge, President, FSA and Donald E. Kieso Endowed Chair in Accountancy, Northern Illinois University

1:50 pm – 2:40 pm Session 5: Supply and Demand for Accountants How Does Hiring into Advisory Affect Hiring into Audit and Tax?
Moderator: Parveen Gupta, William L. Clayton Distinguished Professor, Lehigh University
Panelists:Steve Matzke, Director of Faculty and Universities Initiatives, AICPA
Natasha Stough, Americas Director of Campus Recruiting, EY
Chelie Marton, Director of University Recruiting, Grant Thornton LLP

2:45 pm – 3:35 pm Session 6: Is Certification Still Important?
Moderator: Sharon Lassar, Director, School of Accountancy, University of Denver
Lisa Beaudoin, CMA, CAE, Director of Educational Partnerships, IMA
Travis Laird, Vice President at Robert Half
Jimmy J. Williams, CPA/PFS, CFP(R), MT, Compass Capital Management LLC

3:35 pm – 4:00 pm Break
Sponsored by IMA

4:00 pm – 5:15 pm Session 7: Big Data Resources
Moderator: Anne Magro, Interim Dean, George Mason University

Panelists: Catherine Banks, Director-Ernst & Young Foundation and EY Academic Resource Center
Max S. Carrier, KPMG U.S. National Partner-in-Charge, eAudIT, Global Delivery Center and Audit Data & Analytics
Julie Peters, US University Relations Leader at PwC
Kathleen Shoztic, Executive Director, Deloitte Foundation

6:00 pm – 7:30 pm Reception

Saturday, February 11, 2017
7:00 am – 4:15 pm Registration

7:00 am – 8:25 am Breakfast with Interest Groups/Topical Breakout Tables

8:30 am – 9:20 am Session 8: Expanding Your Recruiting Base
Moderator: Shirley Maxey, University of Southern California
Panelists: Cathy Cowan, USC Leventhal School of Accounting Program Director, MAcc and Master of Business Taxation
Michael Schmidt, UNC Kenan-Flagler Business School MAC Program Director, Admissions & Career Services
Philip Shane, College of William & Mary Accounting Department Chair and KPMG Professor

9:25 am – 10:10 am Concurrent Sessions

Session 9A: What is the Value Proposition for MAcc Program Marketing?
Moderator: Scott Collins, The Pennsylvania State University
Panelists: Frank Buckless, KPMG Professor and Department Head, Department of Accounting, North Carolina State University
Jeffrey Wilks, Director and EY Professor, Brigham Young University School of Accountancy
Fred Mittelstaedt, Deloitte Foundation Professor of Accountancy, and Chair of the Accountancy Department, Notre Dame

Session 9B: AACSB Update
Speakers: Robert Reid, AACSB Executive Vice President and Chief Accreditation Officer
Mark Higgins, Dean, Saint Louis University

10:15 am – 10:45 am Break

10:45 am – 11:35 pm Concurrent Sessions

Session 10A: Program Directors – MAcc Curriculum: Breadth Versus Depth
Moderator: Stephen Smith, Senior Director, MPA Program, University of Texas at Austin

Panelists: William Brown, Master of Science in Accounting Program Director, University of Massachusetts, Amherst
Gia Chevis, Graduate Program Director, Baylor
Mary Stanford, Department Chair, Texas Christian University

Session 10B: Engaging Professionally Oriented Faculty in Academic Research
Moderator: Frank Buckless, KPMG Professor and Department Head, North Carolina State

Panelists: Cynthia E. Bolt, The Citadel
Jim Fuehrmeyer, Faculty Director of the M.S. in Accountancy program, University of Notre Dame
Scott Showalter, Professor of Practice, North Carolina State University

11:40 am – 12:30 pm Concurrent Sessions

Session 11A: How to Make Sure That Departments Have Enough Resources
Moderator: Craig White, Dean of the Anderson School of Management, University of New Mexico

Panelists: Frances Ayres, Professor and Dale Looper Chair in Accounting, Associate Dean for Faculty Relations, Research Innovation and Accreditation, University of Oklahoma
Jon Davis, Professor of Accountancy, Department Head and R.C. Evans Endowed Chair in Business, University of Illinois
Sandra Richtermeyer, Dean Manning School of Business, University of Massachusetts,Lowell

Session 11B: MAcc Programs Delivered On Campus, On-Line, and Hybrid: Experiences from the Field
Moderator: Carol Sullivan, Associate Professor of Accounting, University of Texas of the Permian Basin

Karen Cravens, Chapman Professor of Accounting and Director of the School of Accounting and MIS, University of Tulsa
Gretchen Handlos, Director of Graduate Accounting Programs, Indiana University
George Young, Director and Associate Professor, School of Accounting, Florida Atlantic University

12:30 pm – 1:50 pm Lunch
Introduction: William Stout, APLG Past President, Director Department Accountancy
Speaker: Bruce Behn, AAA Past-President, Associate Dean for Graduate & Executive Education, Deloitte LLP Professor

1:50 pm – 2:40 pm Concurrent Sessions

Session 12A: General – Change in CPA Exam
Michael Decker, VP Examinations, AICPA

Session 12B: Developing Teaching Skills of Doctoral Students: Techniques and Strategies
Moderator: Uday Murthy, Director, Lynn Pippenger School of Accountancy and Eminent Scholar, University of South Florida

Panelists: Mark Kohlbeck, Professor, Florida Atlantic University
Steve Sutton, KPMG Professor of Accounting, Ph.D. Program Director and Advisor, University of Central Florida
Nate Sharp, PwC Professor and Ph.D. Coordinator, Texas A&M University
Jim Wahlen, James R. Hodge Chair of Excellence and Chairperson of Accounting, Indiana University

2:45 pm – 4:00 pm Session 13: Coaching: An Innovating Approach to Developing Leaders
Joanne Schlosser, FACHE, MBA, PCC, SPHR, President, Rising Stars LLC

Note: The CPE Fields of Study curriculum is divided into twenty three subject matter areas. These fields represent the primary knowledge and skill areas needed by accounting licensees to perform professional services in all fields of employment. Sessions that offer CPE credit have the Field of Study and Credit Hours (CH) in red. Each Credit Hour is based on 50 minutes. The Program Level for each of these sessions is Basic, unless otherwise stated. Delivery Method: Group Live

American Accounting Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

To register for this course, visit the Web site and register online or contact (941)-921-7747. For more information regarding refund, complaint and program cancellation policies, please contact our offices at (941)-921-7747

Copyright © 1998 - 2022 by American Accounting Association. All rights reserved.