Speakers
Jagadison K. Aier, George Mason University
Session 10.01: Motivating New Actions
Saturday, February 9, 2019, 10:45 am – 11:35 am
JK Aier is department chair, Associate Professor and Kearney & Company Faculty Fellow in Accounting at George Mason University. His research primarily focuses on the influence of managerial characteristics and incentives on financial reporting decisions. He received his PhD from Arizona State University and is a certified Chartered Accountant and Cost Accountant with over nine years of work experience in the fields of banking and public accounting. Professor Aier teaches courses in financial accounting and corporate governance and has developed an instructive model of business ethics which serves as the foundation for teaching ethics across the curriculum in graduate programs at the School of Business. He has received a number of research and teaching awards including the most recent 2016 Outstanding MSA online faculty of the year award.
James (Jim) Benjamin, Texas A&M University
Lunch: Future of APLG/FSA
Saturday, February 9, 2019, 12:15 pm – 1:30 pm
James (Jim) Benjamin is| Deloitte Foundation Leadership Professor and Head of the Accounting Department at Texas A&M University. He joined the faculty at Texas A&M in 1974, and he has served as Department Head since 1982. Dr. Benjamin received his M.B.A. and D.B.A. degrees from Indiana University, and he is a Certified Public Accountant. Dr. Benjamin previously served as the Ph.D. Coordinator for the Mays School and the Director of the College Honors Program. Dr. Benjamin is the co-author of two textbooks and he has written over 70 articles for academic and professional journals. Dr. Benjamin has received awards for both outstanding research and service in the Mays Business School and he received the University Distinguished Achievement Award for Administration from Texas A&M University in 2004. He was also named an Outstanding Educator by the Texas Society of CPAs in 1999, and he received the Faculty Merit Award from the Federation of Schools of Accountancy in 2009 and the Outstanding Service Award from the Accounting Program Leadership Group in 2011. He is a member of a number of professional and academic organizations and he has served as the Chair of the AACSB Accounting Standards Committee, a Trustee of the Accounting Education Foundation of the Texas Society of CPA’s, President of the Federation of Schools of Accountancy, and Vice President – Academics for the Accounting Program Leadership Group.
Randy Bradley, The University of Tennessee
Session 9.02: Leveraging Student Organizations for Maximum Benefits
Saturday, February 9, 2019, 9:25 am – 10:15 am
Randy Bradley is Assistant Professor and the NABA Advisor at University of Tennessee at Knoxville. As a supply chain and healthcare IT strategist and researcher, Bradley’s expertise includes the strategic application of business analytics and IT in the supply chain, with an emphasis on the healthcare sector. Prior to entering academia, Bradley was an IT consultant in both government and commercial sectors for Computer Sciences Corporation (CSC) and Camber Operations and as a Systems Engineer for Southward Company, where his focused on IT outsourcing transitions, large-scale systems integration projects, and supply chain transformation initiatives. He currently teaches healthcare IT strategy (with particular emphasis on emerging technologies).
Laurie Burney, Baylor University
Session 7.02: Providing Insights into Careers in Industry
Friday, February 8, 2019, 4:00 pm – 5:15 pm
Laurie Burney is an Associate Professor in the Department of Accounting and Business Law in the Hankamer School of Business at Baylor University. Laurie’s primary research uses a behavioral approach to investigate management control systems and their association with managers’ job behaviors. She has published in Accounting, Organizations and Society, Behavioral Research in Accounting, Journal of Information Systems, and Journal of Accounting and Public Policy. Laurie is an editor for Advances in Management Accounting and an Associate Editor for the IMA’s Educational Case Journal. Laurie serves as Past-President of the Educational Foundation for Women in Accounting and is on the board of advisors for the Texas Council of the Institute of Management Accountants and the Lean Education Advancement Foundation. In 2018, Laurie received the IMA R. Lee Brummet Distinguished Award for Educators and the Lean Enterprise Institute’s Excellence in Lean Accounting Faculty Award. Laurie is a CPA (TN-inactive), CMA, and CSCA. She received her BBA from Austin Peay State University, MBA from Middle Tennessee State University and Ph.D. from the University of Kentucky.
Hughlene Burton, The University of North Carolina at Charlotte
Session 7.01: How to Say NO
Friday, February 8, 2019, 4:00 pm – 5:15 pm
Hughlene Burton is the director and Associate Professor of Accounting at the Turner School of Accountancy at University of North Carolina, Charlotte. She received her BS from Wake Forest University and her Ph.D. from the University of Alabama. She is a CPA and joined the Belk College of Business in 1996. Before joining academia, she was a tax manager with EY in Charlotte and Greensboro. Her research interests include corporate integration, tax policy, and corporate and international tax issues. She currently serves on the Partnership Taxation Tax Resource Panel for the AICPA.
Jennifer Cainas, University of South Florida
Session 9.02: Leveraging Student Organizations for Maximum Benefits
February, 9, 2019, Saturday, 9:25 am – 10:15 am
Jennifer Cainas is Clinical Professor and Beta Alpha Psi Advisor at the Lynn Pippenger School of Accountancy at the University of South Florida, Tampa. She teaches both principles and upper level financial and managerial courses. She has received numerous teaching awards, including the "Outstanding Undergraduate Teaching Award" at the University of South Florida several times. Cainas serves as an advisor to Beta Alpha Psi, an international honors organization for accounting and finance students. The organization, which boasts a membership of 100 students at USF, sponsors a myriad of student-focused workshops and events such as a speaker series, community service events, fundraising activities, and leadership conferences. USF's chapter has been awarded superior status for 36 years straight – the longest of any chapter worldwide. She also has research interests in the areas of fraud, fraud prevention, supply chain fraud and corporate social responsibility reporting.
Jack Cathey, University of North Carolina
Session 4.01: Value Proposition of the Accounting Degree
Friday, February 8, 2019, 11:40 am – 12:30 pm
Jack Cathey is an Associate Professor in the Department of Accounting at the Belk College of Business at the University of North Carolina at Charlotte. He is the Director of the Master of Accountancy program and has previously served as both a Department Chair and an Associate Dean in the Belk College. He earned a Ph.D. and Masters in Accounting from Virginia Tech. His undergraduate degree is also in Accounting from Wake Forest University. Dr. Cathey is licensed as a Certified Public Accountant in North Carolina. Dr. Cathey's professional experience includes working as senior auditor with KPMG in Charlotte, NC. Dr. Cathey has published articles in a number of journals including Strategic Finance, Internal Auditing, Management Accounting, The Tax Advisor, The Journal of Accountancy, The American Subcontractor, and various academic journals. He is a co-author of Accounting Theory, 12th Edition, by John Wiley & Sons. Dr. Cathey frequently speaks to professional groups on topics related to technology and financial reporting. The NCACPA recognized Dr. Cathey’s contributions to continuing professional education by awarding him their Chapter Speaker Award. Dr. Cathey is Vice Chairman of the Board and a Director at NewDominion Bank, a community bank based in Charlotte, NC. He is also previously served as a Director of Camber Ridge LLC, a Charlotte-area startup focused on meeting the needs of the automotive industry for an advanced tire testing services.
Gia Chevis, Baylor University
Session 5.02: Building Flexible Curricula for a Rapidly-Changing Profession
Friday, February 8, 2019, 1:50 pm – 2:40 pm
Gia Chevis is the Director of Graduate Accounting Programs, PricewaterhouseCoopers Fellow for Teaching Excellence in Accounting, and Clinical Associate Professor at Baylor University.
Gia currently teaches courses in comparative accounting theory and ethics. Her current research focuses on executive compensation and ethics, and she has published in the Journal of Financial Education, Journal of Accounting Education, Advances in Accounting Education, Advances in International Accounting, and Today’s CPA. She has been an invited panelist for IASB/FASB updates and on the use of technology in the classroom at academic and professional meetings and has presented her research at national and international academic conferences. Gia was an inaugural member of the Baylor Fellows program, which recognizes innovation in teaching practices and was a Faculty in Residence with KPMG’s Accounting Advisory Services group in the Dallas office in 2011. She is recently completed a term as an Associate Editor of Issues in Accounting Education and is an active member of the International Accounting Section of the AAA. Gia earned her doctorate from Texas A&M University in College Station, Texas. She is a Certified Management Accountant and holds Certificates in IFRS from the AICPA and the Institute of Chartered Accountants of England and Wales.
Kimberly Swanson Church, University of Missouri- Kansas City
Session 7.02: Providing Insights into Careers in Industry
Friday, February 8, 2019, 4:00 pm – 5:15 pm
Kimberly Swanson Church, Ph.D. is an assistant professor of accounting information systems at the University of Missouri Kansas City’s Henry W. Bloch School of Management and has operated several family owned businesses for over 25 years. She holds a Ph.D. in AIS from the University of Arkansas and is a recipient of several national teaching awards, including the Jim Bulloch Award for Innovation in Management Accounting Education, the Mark Chain/FSA Innovation in Graduate Teaching Award, and the national Bea Sanders/AICPA Innovation in Teaching Award Honorable Mention. She serves on the Institute of Management Accountants – KC Chapter Advisory Board, is an American Accounting Association (CTLA) national speaker on data analytics and is part of the AICPA training team for the pursuit of an AP Accounting course in high schools.
Scott Collins, Pennsylvania State University
Session 10.02: Creating Culture
Saturday, February 9, 2019, 10:45 am – 11:35 am
Scott Collins is the director of the One-Year Master of Accounting program at the Pennsylvania State University Smeal College of Business. He has served on the Smeal College of Business faculty since 2012 after earning a doctoral degree from the Claremont Colleges in Claremont, CA. Before joining Penn State, Collins worked in industry as a staff auditor, a plant controller, and a financial controller. In addition to teaching undergraduate and graduate courses related to financial accounting, managerial accounting, and accounting information systems, Collins serves as the Director of Penn State’s One-Year Master of Accounting (MAcc) Program. Collins currently lives in State College, PA with his wife Kathy and children Payton and Brady.
Jon Davis, University of Illinois System
Session 10.01: Motivating New Actions
Saturday, February 9, 2019, 10:45 am – 11:35 am
Jon Davis is the interim director of the Institute of Government and Public Affairs at the University of Illinois System. Prior to joining the Institute of Government and Public Affairs, Dr. Jon Davis served as head of the nationally acclaimed Department of Accountancy at the University of Illinois at Urbana-Champaign from 2012-2017 and continues to hold the Robert C. Evans Endowed Chair in Business as a professor of accountancy. Professor Davis' teaching is primarily in the tax area. His research has addressed topics in auditing and tax, including compliance in regulatory environments, fraud, tax policy, and judgment and decision making in public accounting. His research employs methods and theories from psychology, sociology, evolutionary biology and economics.
Lindsay Donald, Vanderbilt University
Session 10.02: Creating Culture
Saturday, February 9, 2019, 10:45 am – 11:35 am
Lindsay Donald is Director, MAcc Programs at the Owen Graduate School of Management at Vanderbilt University. A veteran in recruiting top-notch team members in professional services and in student affairs at two academic institutions, Lindsay Donald brings a unique perspective to student services and career management for the Vanderbilt MAcc programs, which she joined in 2011. During her ten years on the campus recruiting team at KPMG, she managed key relationships and the recruiting process across several universities and she evaluated student qualifications to identify firm hires. At Texas A&M and Belmont University she was involved in advising student-led organizations on leadership, group dynamics and relationships with peers and advisors. Lindsay now brings that valuable insight to the Vanderbilt MAcc where she ensures a seamless and meaningful experience from admissions to graduation and beyond.
Phil Drake, Arizona State University
Session 4.01: Value Proposition of the Accounting Degree
Friday, February 8, 2019, 11:40 am – 12:30 pm
Phil Drake has 25-plus years in business management, teaching and research. His consulting practice is affiliated with Strategic Value Creation, a consultancy specializing in aligning executives with shareholder value. Phil is also a principal with Independent Management Services, a firm offering non-member management services to LLCs and trusts. His professional background includes serving as chief investment officer at Inspired Capitalworks LLC in Scottsdale, Arizona, where he managed more than $100 million in assets for 50 families. Additionally, he was the chief financial officer for Nature’s One Inc., a leading organic medical foods company. Drake received his Ph.D. in Accounting from The Ohio State University. He has served on the faculties at Southern Methodist University, the University of Illinois at Champaign-Urbana (visiting) and the Thunderbird School of Global Management. He has won several teaching and curriculum development awards. At the W. P. Carey School of Business, Drake teaches financial accounting at the masters level (Masters in Accountancy, Executive MBA, Online MBA, Evening/Weekend MBA). He is also the director of the Leveraging Educational Assistance Partnership program, an orientation course for incoming freshman accounting majors.
Jennifer Elder, The Sustainable CEO
Session 12: Solidify Your Success: Discover and Build Your Personal Brand
Saturday, February 9,2 019, 1:40 pm 2:30 pm
Jennifer Elder, CPA, CMA, CIA, CFF, CGMA is a keynote speaker, trainer, and business coach dedicated to business transformation. For more than 20 years, she has been helping businesses by peeling back the layers of “administrivia” and finding the hidden strengths and core values that make you and your company awesome. Ms. Elder works with businesses to develop a compelling business strategy that is quick to implement that transforms your company from what you are now to what you have always wanted to be. Known for being energetic and enthusiastic, Ms. Elder has been delivering high-quality, customized training that make complicated topics easy to understand, relevant, and useful for years. She has conducted seminars for the Fortune 500, US Government, State CPA Societies, and CPA Firms in 33 states. Her sessions are highly interactive, full of discussion, and even entertaining. Ms. Elder received her BA from the University of Massachusetts and an MS in Organizational Management from Antioch University New England.
Margie Fiorentino, Beta Alpha Psi
Session 9.02: Leveraging Student Organizations for Maximum Benefits
Saturday, February 9, 2019, 9:25 am – 10:15 am
Margie Fiorentino is the Executive Director of Beta Alpha Psi. As manager of chapter services Fiorentino oversaw all facets of chapter reporting, serving as the main contact for chapter inquiries for over 300 domestic and international chapters; prepared monthly reconciliations and worked with internal and external auditors. She also managed the nine-month upgrade of Beta Alpha Psi’s chapter reporting technology. Prior to joining Beta Alpha Psi, Fiorentino held positions with a financial and technology consulting firm and The Nine West Group. She also served as a technology recruiter for Pepsi Bottling Group.
Matthew Giovenco, KPMG
Session 2: Successes and Opportunities
Friday, February 8, 2019, 8:55 am – 10:10 am
Matthew Giovenco graduated with his BS in Accounting from the University of Florida in 2016. He received his CPA in November of 2018. He began working as an Audit Associate at KPMG in August of 2017 where he is currently employed.
Tal Goldhamer, EY
Session 6: Learning about Learning
Friday, February 9, 2019, 2:45 pm – 3:35 pm
Tal Goldhamer is Chief Learning Officer at EY. He lives each day focusing on how to make things better for other people, so that they can thrive and, in turn, make things better for even more people. Tal began his EY career 25 years ago as an intern. Over the years, Tal dedicated as much of his time as possible to Learning & Development, but it was never enough! Tal is thrilled to have this role where he has found his “home” and is excited about the opportunity to accelerate the development of our people and transform learning for EY Americas! Tal comes from a client-service background, serving clients primary in the Financial Services sector. Tal is married to Rachel and they have three kids, David, Oren and Maya, living in the wonderful Upper West Side of New York City.
Audrey Gramling, Oklahoma State University
Session 8: Students in Crisis
Saturday, February 9, 2019, 8:30 am – 9:20 am
Audrey Gramling is Professor and Department Head of the School of Accounting at Oklahoma State University. Dr. Gramling has over twenty years’ experience as an academic and has served a one-year term as an Academic Accounting Fellow in the Office of the Chief Accountant at the SEC. Effective June 2018, Audrey began an appointment as Professor and Head of the School of Accounting and the Wilton T. Anderson Chair at Oklahoma State University. Audrey has served the accounting and academic professions in many capacities including holding several leadership positions within the American Accounting Association. She is a member of the Center for Audit Quality’s Accounting Academic Sounding Board and served as a COSO Advisory Council Member for the Internal Control-Integrated Framework Update Project. She joined the AICPA’s Auditing Standards Board in February 2018. Audrey has received a number of academic awards for excellence including the Kennesaw State University Coles College Distinguished T.P. Hall Service Award and Distinguished Professor Award.
Christopher L. Groves, KPMG
Session 5.02: Building Flexible Curricula for a Rapidly Changing Profession
Friday, February 8, 2019, 1:50 pm - 2:40 pm
Chris Groves is a Managing Director in KPMG Ignition focusing on Tax Data Enablement. He has over 20 years assisting clients and counsel with solving complex problems. He has significant involvement in strategy development and communication; large engagement and team planning by prioritizing client, firm, and employee requirements; and, drives performance for the firm and engagement team, including efficiency and effectiveness. Mr. Groves specializes in identifying, acquiring, and analyzing data to help clients with tax and regulatory compliance, controversies, and tax consulting. He has also helped resolve an array of commercial disputes leveraging his skills in development and damage theories, construction of damages models, and preparation of written reports and communication or testimony to key stakeholds.
Gretchen Handlos, Indiana University Kelley
Session 10.02: Creating Culture
Saturday, February 8, 2019, 10:45 am – 11:35 am
Gretchen Handlos is Director, Graduate Programs at the Indiana University Kelley School of Business. Gretchen joined the IU Kelley School’s Graduate Accounting Programs in October 2004 and assumed leadership responsibility in 2007, working with the program chair to develop and execute student recruitment strategies, identify curriculum needs, ensure student engagement and moving successfully towards degree completion, while building and maintaining alumni involvement. She began her higher education career in 1994 at Arizona State University serving in various roles within central campus before joining the W.P. Carey School of Accountancy. Gretchen holds degrees from the University of Illinois and Southern Illinois University.
Yvonne Hinson, Association of International Certified Professional Accountants
Session 3: Rapidly Changing Skill Sets
Friday, February 8, 2019, 10:45 am – 11:35 am
Yvonne Hinson is the Academic in Residence with the Association of International Certified Professional Accountants; a position created to foster closer relationships with universities and faculty. She began her accounting career with Arthur Andersen in Charlotte, NC in the United States. After returning to the University of Tennessee to pursue her Ph.D., Yvonne accepted a position with Wake Forest University. During her over 18-year career at Wake Forest University she served as a faculty member, Director of Graduate Studies, Director of Accountancy and Dean of Charlotte Programs. Yvonne has served on numerous academic and community committees and nonprofit Boards and is a past President of the Federation of Schools of Accountancy and past Chair of the AAA Membership Advisory Committee. She is currently a member of the Federal Government’s Cost Accounting Standards Board, AACSB Accounting Advisory Committee and AACSB Accounting Accreditation Policy Committee. Her research has been published in both academic and practitioner journals. She earned her BS in accounting and MBA from UNC Charlotte.
Andee Hodo, Auburn University
Session 5.02: Building Flexible Curricula for a Rapidly-changing Profession
Friday, February 8, 2019, 1:50 pm – 2:40 pm
Andee Hodo received her BSBA in International Business and her Master of Accountancy both from Auburn University. After graduation, she worked 10 years in the software and retail industries before returning to Auburn University to become the Assistant Director of Graduate and Online Programs for the School of Accountancy. She is responsible for recruitment, admissions, and advising for the online programs and leads the campus Master of Accountancy students through the CPA Exam process. She is a licensed CPA in the State of Alabama.
Chris Hogan, Michigan State University
Session 9.01: Under Pressure
Saturday,9, 2019, February 9, 2019, 9:25 am – 10:15 am
Chris Hogan is the Russell E. Palmer Endowed Professor and Chairperson in the Department of Accounting and Information Systems at the Eli Broad College of Business at Michigan State University. Chris received her Ph.D. from The Ohio State University, and taught at Vanderbilt University and Southern Methodist University prior to joining the MSU faculty. Prior to serving as Chair, Chris served as Co-Director of the Ph.D. Program in Accounting at MSU and has also served on several committees within the American Accounting Association and the Auditing Section of the AAA. Most recently, Chris served as President of the Auditing Section and as a member of the AAA Audit Committee. Chris served a three-year term as an Associate Editor of Auditing: A Journal of Practice and Theory and continues to serve on the Editorial Boards of The Accounting Review, Contemporary Accounting Research, and International Journal of Auditing. Chris’ research focuses on auditing topics such as the impact of regulation on the auditing profession, internal control issues, and the impact of auditing on earnings announcement reliability. She has published research articles in several journals including The Accounting Review, Journal of Accounting and Economics, Contemporary Accounting Research, Auditing: A Journal of Practice and Theory, Accounting Horizons, and Journal of Financial and Quantitative Analysis.
Sharon Lassar, University of Denver
Under Pressure
Saturday, February 9, 2019, 9:25 am – 10:15 am
Sharon Lassar is Director, School of Accountancy at the University of Denver. Lassar earned a Ph.D. at the University of Southern California. She is the 2015-17 chair of the Pre-Certification Education Executive Committee of the American Institute of Certified Public Accountants (AICPA) where she steers policy for this 400,000 member organization regarding the education requirements to become a licensed CPA. Lassar was actively engaged with the Florida Institute of Certified Public Accountants, including as Vice President from 2009-2010. She directed several key initiatives at the FICPA, including transforming financial literacy and women’s leadership development initiatives into standing programs.
Megan Maggi, University of South Florida
Session 2: Successes and Opportunities
Friday, February 8, 2019, 8:55 am – 10:10 am
Megan Maggi attended the University of South Florida, where she obtained both a bachelor’s and master’s degree in accounting. Megan is currently working as an Audit Associate at Grant Thornton in Tampa, Florida.
Anne Magro, George Mason University
Session 7.01: How to Say NO
February 8, 2019, Friday, 4:00 pm – 5:15 pm
Anne Magro is Deputy Dean and Senior Associate Dean for Strategy and Impact at the School of Business at George Mason University. In addition to her current leadership role, Dr. Magro has served as Interim Dean, Associate Dean for Academic Affairs, Associate Dean for Undergraduate Programs, Director of Undergraduate Curriculum Redesign, Academic Director of Masters in Accounting, Area Chair, and Director of the Accounting Honors Program. Dr. Magro’s research focuses on the cognition, judgment, and decision making of accountants and users of accounting information, especially tax professionals. She has published in journals such as The Accounting Review, Contemporary Accounting Research, Organizational Behavior and Human Decision Processes, The Journal of the American Taxation Association, and Decision Sciences. Dr. Magro has served multiple terms on the Editorial Boards of The Accounting Review and The Journal of the American Taxation Association and as Associate Editor at Behavioral Research in Accounting. She currently serves as Editor at The Journal of the American Taxation Association. Dr. Magro was previously a member of the faculty at Rutgers University, University of Oklahoma, and University of Texas – Austin. Dr. Magro sits on the Advisory Council of the Principles of Responsible Management Education Initiative (PRME) of the United Nations Global Compact.
Analise Mann, EY
Session 2: Successes and Opportunities
Friday, February 8, 2109, 8:55 am – 10:10 am
Analise Mann graduated with her BS in Accounting and Finance from Florida State University in 2017. In 2018 she graduated with her Masters of Accountancy from Florida State University. While at Florida State University, from August 2017 to August 2018, she was a Graduate Assistant. She started at EY in September of 2018 and is currently a Media and Entertainment Advisory Staff.
Katie Maugel, PricewaterhouseCoopers LLC
Session 2: Successes and Opportunities
Friday, February 8, 2019, 8:55 am – 10:10 am
Katie Maugel graduated with her Masters of Accountancy from Auburn University in 2016. She is currently an Experienced Associate in Risk Assurance at PwC Tampa, specializing in Internal Audit work.
Mike McGuire, Grant Thornton LLP
Session 1: Industry Leadership
Friday, February 8, 2019, 8:00 am – 8:50 am
Mike McGuire is the chief executive officer of Grant Thornton LLP. McGuire has more than 30 years of experience working closely with high-growth, startup and middle-market companies in a variety of industries, including technology, services, construction, manufacturing, venture capital, distribution, retail and franchising. He has significant experience in capital markets transactions ranging from angel investing to initial public offerings. He has advised numerous companies in a variety of industries on M&A strategies, due diligence and deal structure. Most recently, he served as national managing partner – operations. Previously, McGuire served as the national managing partner of Markets, Industry, People & Culture and served as the managing partner of the firm’s Carolinas offices, which includes offices in Charlotte and Raleigh, N.C., and Columbia, S.C.
Fred Mittelstaedt, University of Notre Dame
Lunch: Future of APLG/FSA
Saturday, February 9, 2019, 12:15 pm – 1:30 pm
Fred Mittelstaedt is Deloitte Foundation Professor of Accountancy at the University of Notre Dame. He has been on the University of Notre Dame Department of Accountancy faculty since 1992 and has served as the department chairperson since 2007. Prior to joining Notre Dame, he held a faculty appointment at Arizona State University. Professor Mittelstaedt has taught financial reporting courses to undergraduates, masters in accountancy students, MBAs, and Executive MBAs. While at Notre Dame, he has received the Kaneb Undergraduate Teaching Award and the Arnie Ludwig Executive MBA Outstanding Teacher Award. He is a coauthor on Financial Reporting & Analysis (7th Edition), a textbook used in graduate and undergraduate courses at numerous universities. His research focuses on financial reporting and retirement benefit issues and has been published in the Journal of Accounting and Economics, The Accounting Review, Review of Accounting Studies, and several other accounting and finance journals. He is a reviewer for numerous academic journals, and he has served on the Editorial Advisory and Review Board for The Accounting Review. In addition, he has testified on retiree health benefit issues before the U.S. House of Representatives Committee on Education and the Workforce. Professor Mittelstaedt is a past president of the Federation of Schools of Accountancy, and he has served on AACSB and American Accounting Association (AAA) committees. He is a member of the AAA and the American Institute of Certified Public Accountants. Prior to joining academia, he was an auditor with Price Waterhouse & Co. and received an Elijah Watt Sells Award for exceptional performance on the Uniform CPA Exam.
Jennifer Mueller-Phillips, Auburn University
Session 9.01: Under Pressure
Saturday, February 9, 9:25 am – 10:15 am
Jennifer Mueller-Phillips is the KPMG Professor and Director of the School of Accountancy in the Harbert College of Business at Auburn University. She joined the Auburn faculty in 2000, after completing her Ph.D. at Virginia Tech. She also holds a Master of Accountancy from Virginia Tech and a BS in Accounting from Jacksonville State University. She has been recognized numerous times for outstanding teaching at Auburn University, including the college’s prestigious McCartney Award. Her research interests relate to auditor judgment and liability, with publications appearing in premier journals such as Auditing: A Journal of Practice and Theory, Behavioral Research in Accounting, Journal of Information Systems, and Issues in Accounting Education.
Shannon Mulalley, Michigan State University
Session 7.01: How to Say NO
Friday, February 8, 2019, 4:00 pm – 5:15 pm
Shannon Mulalley has been at Michigan State University since 2005 as the Director for the MS in Accounting Program. In total, she has over 20 years of experience in university admissions, student affairs, diversity and inclusion, and outreach in higher education. Shannon holds two degrees from Norther Michigan University, including a bachelor of arts degree in International Studies and a master's in Educational Counseling (K-12). As Director of the MSA, Shannon is responsible for the admission, advising, and programming for 170-180 students. In addition to those responsibilities she serves as the Chair for the Diversity Initiatives Committee in the recruiting and retention of students from Historically Black Colleges and Universities and many other department and college wide committees. Shannon is married and the mother of a 7 a year old son named Finn. In her spare time, she likes to purchase old chairs and learn to reupholster them..
Uday Murthy, University of South Florida
Session 2: Successes and Opportunities
Friday, February 8, 2019, 8:55 am – 10:10 am
Uday Murthy is the Director of the Lynn Pippenger School of Accountancy at the University of South Florida. He is a full professor and holds the Quinn Eminent Scholar Endowed Chair in the School of Accountancy. Professor Murthy has a PhD from Indiana University and an MBA from Drexel University. Professionally, he is a Chartered Accountant from India and has worked at Price Waterhouse in Mumbai. His teaching and research interests are in the area of accounting information systems. His research has been published in a number of journals including The Accounting Review, Auditing: A Journal of Practice & Theory, Journal of Information Systems, Behavioral Research in Accounting, International Journal of Accounting Information Systems, Journal of Management Information Systems, Decision Support Systems, and Information & Management. Professor Murthy has served as coeditor of the Journal of Information Systems, the leading academic journal for accounting information systems research, and currently serves as an associate editor of International Journal of Accounting Information Systems, and on the editorial boards of Journal of Information Systems and Journal of Emerging Technologies in Accounting. In the BYU Accounting Research rankings, Professor Murthy is ranked #3 in the accounting information systems research field.
Kim O’Brien, Taylor White
Session 7.02: Providing Insight into Careers in Industry
Friday, February 8, 2019, 4:00 pm – 5:15 pm
Kim O’Brien is a principal at Taylor White. Kim began her career as an Auditor and worked in public accounting for 8 years in local, regional and national firms. Her focus included both public and private companies, with industry expertise encompassing healthcare, manufacturing, agribusiness, telecommunications, retail, automotive, restaurant, and not-for-profit sectors. Kim transitioned out of public as an Audit Manager to accept the role of CFO for a large not-for-profit healthcare organization in East Tampa. During her three year tenure, she focused on developing strategic internal management reporting, implementing & updating financial policies and internal controls, implementing systems, and instituting a 401(k) plan. As a result of her efforts, she was recognized as 2008 CFO of the Year in the Not-for-Profit category by the Tampa Bay Business Journal. She has been with Taylor White for nearly 11 years and works within many industries to match competent, experienced accounting and finance candidates suitable to clients’ needs.
Elizabeth Oliver, Washington & Lee University
Lunch: Future of APLG/FSA
Saturday, February 9, 2019,12:15 pm – 1:30 pm
Elizabeth Oliver is the Lewis Whitaker Adams Professor of Accounting and Associate Dean at Washington and Lee University. She holds an M.S. from the University of Virginia and a Ph.D. from Texas A&M University in accounting. She also holds an A.B. and M.A. in English from Mary Baldwin College and the University of Kansas, respectively. She teaches financial accounting and corporate social responsibility. Currently she researches in the areas of positive psychology and performance evaluation. Her previous research has investigated the influence of culture on pension and welfare benefits. Her work has appeared in Journal of Management Accounting Research, Journal of International Business Studies, International Journal of Accounting, Thunderbird International Business Review, European Management Journal, and Business Horizons. She currently serves on the editorial board of Business Horizons. An active member of the American Accounting Association, she currently serves as president of the Accounting Program Leadership Group.
Karen Osterheld, Bentley University
Session 4.02: Strategies for Success in the Classroom
Friday, February 8, 2019, 11:40 am – 12:30 pm
Karen Osterheld is Senior Lecturer at Bentley University. She received her BS from the State University of New York at Albany in 1976. She then received her MBA from the University of Wisconsin-Madison in 1978. She was formerly employed as an auditor at EY, and is currently a Senior Lecturer at Bentley. Her teaching interests include the areas of financial accounting and corporate social responsibility. She was elected Vice President-Academic of the AAA’s Teaching, Learning, and Curriculum (TLC) section for 2018-2019.
Len Pepe, Bentley University
Session 4.02: Creating Culture
Saturday, February 9, 2019, 10:45 am – 11:35 am
Len Pepe is Lecturer and MSA Program Director at Bentley University. He joined Bentley after 43 years of professional practice in accounting with several local, regional and global firms. He previously served as an audit partner and office managing partner at BDO and Grant Thornton LLP. Currently he teaches accounting, auditing, ethics, and operations.
Julie Peters, PricewaterhouseCoopers LLP
Session 4.01: Value Proposition of the Accounting Degree
Friday, February 8, 2019, 11:40 am – 12:30 pm
Julie Peters currently serves as the US University Relations Leader for PricewaterhouseCoopers LLP (PwC) with oversight of all PwC funding and resource support for academia. Julie began her career in public accounting working in Assurance Services serving clients in a variety of industries. After being promoted to audit manager in 1996, Julie made a career change within her Firm in 1997 when she moved into a Human Resource role. For ten years, Julie managed campus recruiting efforts in Ohio, Indiana, and Kentucky handling all of the entry level and intern hiring for those offices and leading the firm’s nationwide recruiting efforts for the schools in those geographic areas. She also assisted with several national programs including PwC’s Accounting & Tax Symposium. In July of 2007, Julie joined the national campus recruiting team as a Campus Programs Manager primarily focused on University Relations and moved to her current role in 2010. Julie is a member of the American Accounting Association including the Audit Section, Tax Section, the Accounting Program Leaders Group and the Diversity Section. She currently serves on the Accounting Program Leaders Group board having previously served from 2008-2010 and 2013-2015 and served with the AAA Advisory Group from 2013-2015. Julie is a Professional Partner for the national Beta Alpha Psi organization. Julie is also involved with the Accounting Doctoral Scholars Advisory Council. In 2012, Julie received the FSA Practitioner Service Award. Julie is a Certified Public Accountant (Inactive) in the state of Ohio. Julie attended Wittenberg University in Springfield, Ohio, and currently resides in Cincinnati, Ohio, with her husband and three daughters. She is the Treasurer of the Margaret Peters Memorial Fund, a cancer charity created in honor of her late mother-in-law. Julie also actively volunteers with her children’s schools and extracurricular organizations.
Michael Peters, Villanova University
Session 10.01: Motivating New Actions
Saturday, February 9, 2019, 10:45 am – 11:35 am
Michael Peters is the chair and Alvin A. Clay Professor of Accounting at the Villanova School of Business. He was previously part of the faculty at the University of Maryland-College Park and received his Ph.D. in accounting from Indiana University. Professor Peters has work experience in public accounting after his undergraduate degree (Michigan State) and commercial banking after his MBA degree (Indiana University). Professor Peters has taught financial accounting at the Executive MBA, MBA, MAC, and undergraduate levels and has received various accolades for his teaching. He has published in the top accounting academic journals throughout his career.
Robert Reid, James Madison University
Session 5.01: AACSB Accounting Accreditation Standards
Friday, February 8, 2019, 1:50 pm – 2:40 pm
Robert Reid has more than two decades of AACSB accreditation experience. He served as the AACSB chief accreditation officer from 2012-17 and as a senior executive advisor in 2018. He is dean and professor emeritus at James Madison University, having served 15 years as dean of the College of Business. As dean he collaboratively led 160 faculty and staff recognized for excellence in curriculum innovation, especially in the areas of curriculum integration and experiential learning. While a dean, Bob served on dozens of AACSB peer review teams, the Board of Directors and several accreditation committees. Bob has conducted numerous professional workshops and seminars for public and private organizations. He is active in leadership coaching for business school deans facilitating their professional growth and the success of the business school. He has co-authored seven editions of Hospitality Marketing Management published by John Wiley & Sons. He holds degrees from the University of Wisconsin-Stout and Virginia Tech. He is a past board member and president of Beta Gamma Sigma and the Southern Business Administration Association.
Andrew (Drew) Reffett, Miami University
Session 5.02: Building Flexible Curricula for a Rapidly-Changing Profession
Friday, February 8, 2019, 1:50 pm – 2:40 pm
Andrew (Drew) Reffett is the Chair of the Department of Accountancy at Miami University, Oxford, Ohio. He received his BS in Accounting from Purdue University in 1999. In 2007, he received his Ph.D. from the University of Illinois at Urbana-Champaign. He joined the faculty at Miami in the summer of 2008. Drew primarily teaches topics related to financial statement auditing, but has also taught intermediate financial accounting. His research interests relate to factors that affect auditors’ litigation and regulatory risk and how those factors affect audit practice. Prior to joining academia, he worked as an auditor for EY in Indianapolis.
Marc Rubin, Miami University
Session 4.10: Value Proposition of the Accounting Degree
Friday, February 8, 2019, 11:40 am – 12:30 pm
Marc Rubin is the Dean and Mitchell P. Rales Chair in Business Leadership of the Farmer School of Business and Professor of Accountancy. He served as the chair of the accountancy department at FSB from 2003 to 2017. He previously was on the faculty of the University of North Carolina at Chapel Hill. He earned a B.S. in accounting from Miami University, a M.A.S. from the University of Illinois and a Ph.D. from the University of Texas and is a CPA and has experience with a national accounting firm. Marc has won teaching awards at both Miami University and the University of North Carolina. His research interests are in the area of governmental accounting and auditing and he has published in a number of leading journals including The Accounting Review, Journal of Accounting and Public Policy, and Research in Government & Nonprofit Accounting. Marc also has authored research reports for the Financial Accounting Foundation and Governmental Accounting Standards Board. Marc currently is a member of the editorial board of Issues in Accounting Education and has served on a number of other editorial boards and as a reviewer for many journals and conferences. Marc is the president of the American Accounting Association. He previously served in many capacities including as an officer in both the Government and Nonprofit Section and the Accounting Program Leaders Group, chair of the Membership Advisory Committee and co-chair of the 2013 annual meeting. Marc has also served on various committees of the American Institute of Certified Public Accountants.
Lauren Scioletti, Deloitte
Session 4.01: Value Proposition of the Accounting Degree
Friday, February 8, 2019, 11:40 am – 12:30 pm
Lauren Scioletti has 12 years of experience within talent acquisition. She began her career in campus recruiting at Fidelity Investments, hiring campus level talent within the Management & Research arm of the organization. Since joining Deloitte eight years ago, she has held multiple leadership roles and led various national projects and initiatives within talent acquisition. Currently, Lauren is responsible for US Campus Recruiting for the Audit and Assurance practice. In this capacity, she leads a team of over 40 recruiting professionals and managers, driving strategy to hire top talent from over 200 colleges and universities. She is a DFX-certified virtual facilitator and enjoys delivering quality learning programs to professionals across all businesses on topics such as managing change and virtual collaboration.
Lauren lives in Boston with her husband, Brad and son, Benjamin. She is a certified yoga instructor, and enjoys traveling, spending time with friends and family and exploring new activities and restaurants in Boston.
Rebecca Shortridge, Northern Illinois University
Session 10.01: Motivating New Actions
Saturday, February 9, 2019, 10:45 am – 11:35 am
Rebecca Shortridge is currently serving as the chair of the Department of Accountancy at Northern Illinois University, where she holds the Donald E. Kieso Endowed Chair in Accountancy. She earned her Ph.D. at Michigan State University and both a B.S. in Accounting and an MBA from Indiana University. Her research has focused both on pedagogical issues in accounting and the impact of non-financial disclosures on capital markets. Professor Shortridge’s teaching has included financial reporting courses and a business valuation course for which she received the FSA/Mark Chain Innovation in Graduate Teaching Award. She previously served as the president of the Federation of Schools of Accountancy.
Steven Smith, The University of Texas at Austin
Session 8: Students in Crisis
Saturday, February 9, 2019, 8:30 am – 9:20 am
Steven Smith is the Senior Director of the MPA Program and a Lecturer in the Department of Accounting at The University of Texas at Austin. He received his M.S. at the University of Virginia and his B.S. in Accounting at North Carolina State University. After spending several years in public accounting, he moved to Austin and began working for Dell Inc. His time at Dell included financial roles in Dell Ventures, Corporate Reporting and Treasury.
Greg Sommers, Southern Methodist University
Session 8: Students in Crisis
Saturday, February 9, 2019, 8:30 am – 9:20 am
Greg Sommers is the director of the Master of Science in Accounting program at the Cox School of Business at Southern Methodist University. Professor Sommers graduated with an undergraduate degree in accounting from Fresno Pacific University and a PhD in Accounting and Management Information Systems from The Ohio State University. Professor Sommers runs the MSA program and also teaches in the undergraduate, graduate, and executive education programs. Professor Sommers’ teaching has earned him numerous awards including Outstanding BBA and MBA Teaching as well as recognition from student organizations. Professor Sommers’ research focuses on market-based empirical studies of the relations between currently available accounting data, expectations of future accounting data, expected cost of capital and valuation. His research has been published in various journals and he is the author of two textbooks on valuation and financial statement analysis.
Chandra Subramaniam, California State University, Northridge
Session 8: Students in Crisis
Saturday, February 9, 2019, 8:30 am – 9:20 am
Chandra Subramaniam is the dean of the Nazarian Business College at California State University, Northridge. He came to CSUN from the University of Texas at Arlington, where he was interim dean of the business college. He holds an MBA from the University of Minnesota, Duluth and a doctorate in accounting from the University of Minnesota, Twin Cities. He has taught at multiple universities, including the University of Minnesota at Duluth and Twin Cities, Tongji University in Shanghai and University of Science and Technology, Beijing. His research has largely focused on management incentives, executive compensation and corporate governance. He has been published primarily in finance and accounting journals.
Jay Thibodeau, Bentley University
Session 4.01: Value Proposition of the Accounting Degree
Friday, February 8, 2019, 11:40 am – 12:30 pm
Jay Thibodeau is the Rae D. Anderson Professor of Accounting at Bentley University. Dr. Thibodeau is a former auditor and a CPA. He received his BS degree from the University of Connecticut in 1987 and his Ph.D. from the University of Connecticut in 1996. He joined the faculty at Bentley University in 1996 and has worked there ever since. His scholarship is focused on audit judgment and decision making and audit education. He is a co-author of two textbooks and has written over fifty book chapters and articles for academics and practitioners in journals such as Auditing: A Journal of Practice & Theory, Journal of Information Systems, Accounting Horizons and Issues in Accounting Education. Dr. Thibodeau served as the President of the Auditing Section of the American Accounting Association for the 2014/2015 academic year. He has received national recognition for his work five times. First, for his thesis, winning the 1996 Outstanding Doctoral Dissertation Award presented by the ABO section of the AAA. Three other times, for curriculum innovation, winning the 2001 Joint AICPA/AAA Collaboration Award, the 2003 Innovation in Assurance Education Award and the 2016 Forensic Accounting Teaching Innovation Award. And finally, for outstanding service, receiving a Special Service Award from the Auditing Section for his work in helping to create the “Access to Auditors” program.
Jeffrey C. Thomson, Institute of Management Accountants
Lunch: The Future of the Accountant in Business”
Friday, February 8, 2019, 12:30 pm – 1:50 pm
Jeffrey C. Thomson, CMA, CSCA, CAE, is president and CEO of IMA® (Institute of Management Accountants). Since assuming this position in 2008, Mr. Thomson led the development of a strategy resulting in IMA becoming one of the fastest growing accounting associations in the world, with double digit growth in its CMA® (Certified Management Accountant) program over the past five years. In January 2018, IMA crossed the 100,000-member mark for the first time in the organization’s history. During his previous position as IMA’s vice president of research, Thomson conducted research studies, authored numerous articles and a book, delivered dozens of presentations, and provided testimony to the U.S. Congress in the areas of risk management, internal controls, and corporate governance. He served as COSO board member from 2006 to December, 2011, during a period when COSO experienced growth in influential thought leader pieces and launched the internal controls refresh initiative. Thomson returned to the COSO board in 2018 for a four-year term. Prior to joining IMA, Mr. Thomson worked at AT&T for more than two decades where he served in various financial, strategic, and operational roles. One of these roles included serving as the strategic CFO for an $18 billion dollar business unit. Mr. Thomson was honored by Accounting Today by being included in the publication’s annual “Top 100 Most Influential People List” for the last five years. He was also named by Trust Across America as one of the “Top 100 Thought Leaders in Trustworthy Business Behavior” for seven straight years, and was honored with the organization’s Lifetime Achievement Award. The Accountant/International Accounting Bulletin recognized Mr. Thomson in its Global Accountancy Power 50 list of leading influencers, and named IMA 2017 “Professional Body of the Year”.
Craig White, University of New Mexico
Lunch: Future of APLG/FSA
Saturday, February 9, 2019, 12:15 pm – 1:30 pm
Craig White is the dean of the Anderson School of Management at University of New Mexico. He received his MS and Ph.D. in Accounting from Texas Tech University. Started at UNM Anderson in 1998. Prior to entering academia he worked in the tax department at Price Waterhouse. He has been recognized as a “40 under 40” business leader in 2006 by the New Mexico Business Weekly. He is currently the Dean and professor of accounting in the Department of Accounting at UNM’s Anderson School of Management. Areas of expertise include tax policy, tax research, and accounting data analytics.
Jeff Wilks, Brigham Young University
Session 9.01: Under Pressure
Saturday, February 8, 2019, 9:25 am – 10:15 am
Session 11: Leveraging Advisory Boards and Alumni
Saturday, February 9, 2019, 11:40 am – 1:30 pm
Jeff Wilks is the EY Professor and Director of the Brigham Young University School of Accountancy. He received his B.S. from BYU and his M.S. and Ph.D. from Cornell University. From 2006-2009, Jeff worked at the FASB and the IASB, where he co-authored the discussion paper on revenue recognition that became the basis for the new revenue standard effective in 2018. Jeff has been a consulting expert for the SEC and numerous public companies. He has served on the FASAC and the AICPA’s Revenue Recognition Task Force, and he currently serves on the National Assoc. of Corporate Directors Utah Board. Jeff is also a member of Deloitte’s Center for Controllership. Jeff’s research examines financial reporting policies, revenue recognition, fair-value measurements, and fraud detection. He has published in The Accounting Review; Review of Accounting Studies; Contemporary Accounting Research; Auditing: A Journal of Practice & Theory; and Management Science. Jeff is an associate editor at Accounting Horizons and he is the founder of RevenueHub, which has published over 70 articles on ASC Topic 606, Revenue from Contracts with Customers, and has over 13,000 monthly readers.
Jim Willis, Wake Forest University
Session 7.01: How to Say NO
Friday, February 8, 2019, 4:00 pm – 5:15 pm
Jim Willis serves as the Dale K. Cline Associate Dean of Accountancy and a Professor of Practice at Wake Forest University. Prior to joining Wake Forest, he served as Executive Vice President and Chief Financial Officer of Gray Holdings, LLC a large multi-family real estate company. Prior to joining Gray Holdings, Jim spent 24 years in public accounting, most recently as the partner-in-charge of tax services for the Atlantic Region of BDO. He has also held positions in the tax departments of EY and PWC. In addition to serving as the associate dean, Jim teaches various tax courses in the MSA program. He received his B.S. in Accounting and Master of Taxation from Virginia Commonwealth University, where he has taught as an adjunct professor in the Master of Taxation program.