2019 ATA Teaching and Curriculum Conference

Preliminary Program

Support for the Teaching and Curriculum Conference from PriceWaterhouseCoopers is gratefully acknowledged.

Thursday, February 21, 2019

7:30 am – 8:30 am

Breakfast and Mentoring Session for junior faculty
Moderators: Nancy Nichols, James Madison University and Rebekah Moore, James Madison University


8:30 am – 10:45 am

1.01 Open Educational Resources for Teaching Data Analytics in Your Tax Classroom
Moderator: Michaele Morrow, Suffolk University

Presenter: Charles Bame-Aldred, Co-Founder, HUB of Analytics Education (www.hubae.org)


10:45 am - 11:00 am

Refreshment Break


11:00 am – 12:00 pm

2.01 Behind the Spreadsheet: A Day in the Life of a Tax Team in Public Accounting
Moderator: Kerry K. Inger, Auburn University

Presenters: Tax Professionals in Public Accounting
Jordan Hansen, Deloitte   
Lindsey Brake, KPMG 
Debbie Shi, Grant Thornton 
Tracie Lopez, PwC 

12:00 pm – 1:00 pm



1:00 pm – 2:00 pm

3.01 Roundtable Research Session Pitch and Discussion: Choose Your Own Tax Teaching Adventure
Moderator: Andy Cuccia, University of Oklahoma

  1. Incorporating Tax Analytics Anu Varadharajan, Tulane University

  2. Teaching Tax Policy using graphs from Zucman (2014)
    Dov Fischer, Brooklyn College

  3. S Corporations and IRC Section 199A: Tax Planning and Projections
    Lauren A. Cooper, West Virginia University
    Kim G Key, Auburn University
    Mollie E. Mathis, Auburn University

  4. The Downside of a Discharged Student Loans: Income Taxes & Income Limitations
    Louise Single, St Edward's University
    Carolyn Conn, Texas State University
    Christopher Proschko, Texas State University

  5. Tips or Gifts? Who Decides?
    Gregory P. Tapis, Missouri State University
    Spencer Usrey, University of Tennessee-Chattanooga


2:00 pm – 3:00 pm

4.01 Secrets of a Master Teacher
Moderators: Nancy Nichols, James Madison University and Rebekah Moore, James Madison University

Presenter: Joe Hoyle, David Meade White Distinguished Teaching Fellow, University of Richmond


3:00 pm - 3:15 pm



3:15 pm – 4:20 pm

5.01 Dusting off Intro Tax: Strategies for Engaging Students with Current Trends
Moderator: Shane Stinson, University of Alabama

  • Griswold Family Tax Case: Leveraging VOIP, Gmail, and Pop Culture for a Realistic Return Preparation
    John T. Eagan, Purdue University Northwest
  • Taxes: Taking a Bite out of Bitcoin
    Mollie E. Mathis, Auburn University; Kerry K. Inger, Auburn University
  • Flipping the Intro Tax Class: Innovation or Cure for Binge Watching?
    Shane Stinson, University of Alabama
5.02 Campus 2 Clients: Best Practice From the Experts
Moderator: Mitchell Franklin, LeMoyne College

  • Incorporating Tax Policy into the First Tax Course
    Julia M. Camp, Providence College
  • Using Big Data to Identify Tax Risk
    William Brink, Miami University; Victoria Hansen, University of North Carolina at Wilmington
  • Data Analytics: A High-Level Introduction for Accounting Practitioners
    Andrew Bauer, University of Waterloo


4:25 pm – 5:30 pm

6.01 Oral Presentation Skills: Help Your Students Develop Their Face-to-Face Communication Skills in the Digital Age
Moderator: Amy J.N. Yurko, Duquesne University

  • Fake It to Make It: Helping Students Interact with Future Tax Clients Through Mock Interviews
    Christine Cheng, The University of Mississippi
  • To Debate or Not to Debate: What are the Benefits In a Tax Classroom?
    Julia M. Camp, Providence College
  • Presentations for Any Size Classroom: Using Rulings and Regulations to Ensure You Hear All Student Voices
    Amy J. N. Yurko, Duquesne University
6.02 Teaching a One-Day International Tax Lesson to Intro Students is Doable….Trust Me
Moderator: Troy Lewis, Brigham Young University

Presenters: Troy Lewis, Brigham Young University
Ed Outslay, Michigan State University


6:00 pm – 7:00 pm