Partner Meetings

Monday, August 2

12:00 pm–1:00 pm



A Year in Review: Behind the Scenes of the Surgent Faculty Fellowship

Hosted by Surgent Accounting & Financial Education

Kelly Richmond Pope, Professor of Accounting at DePaul University decided to make an unconventional move and became the inaugural Surgent Faculty Fellow in January 2021. After six months in this role, she’s gained valuable insight that has greatly improved her teaching and research. Join this interactive session to learn how the Surgent fellowship enhanced her access to teaching innovations for the classroom, improved her knowledge of data analytics skills and provided access to data for educational academic research. Have you ever thought “what’s next for me?” Maybe a Surgent Fellowship is your path forward to improve your skills and gain valuable insight to the Accounting field. Join us for a fun and informative conversation about how being a part of the development process can be a step forward in your academic and teaching career.

1:00 pm–2:00 pm



Audit Analytics in the Classroom
Hosted by Audit Analytics

Join us for an introduction to Audit Analytics in the Classroom. Audit Analytics is a premiere data service provider that has been cited in more than 1,500 academic papers and is subscribed to by more than 300 academic institutions. Learn how to use this powerful research tool in the classroom.

See how Audit Analytics can be used to engage students with real world examples, track current trends in disclosure, and review the all new Audit Analytics case studies.


Integrating Exam Material Into Your Accounting Curriculum – A Career Readiness Solution
Hosted by Wiley

The Accounting profession is changing and expanding quickly, and students entering the competitive workforce are expected to do and know more. To that end, more and more schools are integrating exam material into their curriculum as a career readiness solution. This helps student pass their exams on their first try while aiding instructors with fresh, industry-relevant material for homework and exams – and now you can learn how to do the same.  Join Monte Swain and Kari Olsen to discover their effect methods of integrating CMA and CPA material into their courses and get insider tips on proper pedagogy approaches for this material.

2:00 pm–3:00 pm



Pathways to Professional Services: A Recruiting Update from EY
Hosted by EY, LLP

Join EY’s Ellen Glazerman and Natasha Stough as they share how technology and the development of a virtual recruiting strategy and process has evolved the way EY connects with new recruits. Also, EY will share details of their new program, EY Career Path Accelerator, and how it is being used to attract undergraduates to the study of accounting.


NACVA/GACVA Extends the Gift of Membership
Hosted by NACVA

NACVA/GACVA is the largest professional association serving the global business valuation and financial litigation profession. Attendees to this one-hour session will learn about the robust training resources, credentialing programs, data, software, research support, and technical publications the Association has promulgated through their rich 30 year history. Attendees will also receive a complimentary one year affiliate membership to NACVA.

3:00 pm-4:00 pm


Analyzing and Tracking Big Data in the Context of Product Market Segmentation
Hosted by Cengage

Presented by Christine A Jonick and Jennifer S. Schneider, both at the University of North Georgia – Gainesville. Big data refers to large volumes of information available to businesses or academic disciplines, often from multiple sources. Data analytics involves extracting insights from massive amounts of information by segmenting and analyzing it computationally and visually.  This session demonstrates an interactive activity on market segmentation involving manipulation of data files in Tableau and Excel pivot tables to produce graphical and numerical output. The process involves “slicing and dicing” data to view selections from multiple perspectives. It also includes organizing, extracting, and formatting information needed to answer questions, discover trends, detect inconsistencies and more.

Tuesday, August 3

8:00 am–9:00 am



Preparing Students for the Workforce
Hosted by Beta Alpha Psi

Beta Alpha Psi (BAP) is much more than helping students land an internship or first job. BAP is an international honors organization that recognizes academic excellence while transforming students into professionals that practice lifelong learning, community service, and professional development. Learn more about professional training sessions (both in-person and virtual), regional and annual meetings, and multiple networking opportunities with other members and alumni across the globe.

9:00 am–10:00 am


The British Accounting Review: What it Does and Where it Goes
Hosted by Elsevier

In this presentation, a Joint Editor (Jason Xiao) will talk about the journal's aims and scope, editorial team, international standing, special issue policy, submissions, editorial processes, and future development issues. He also looks forward to hearing any suggestions on its operation and extending a warm invitation to researchers to submit their research to the journal for publication consideration.


How to Integrate IMA Resources into the Classroom
Hosted by Institute of Management Accountants

Join us for a lively discussion about how to use IMA resources in your classroom and curriculum. From case studies to competitions; from podcasts to free professional development courses on data analytics and RPA for IMA student and academic members and more, we’ve got you covered! And of course our CMA scholarships for your students and CMA Opportunity for yourself! We look forward to helping you find the resources you need to finalize your content plan for the upcoming fall semester.


Conceptual Accounting Principles and Competency Based Education
Hosted by Ivy Software Inc.

This session describes a competency- based education (CBE) approach to teaching conceptual accounting principles. Conceptual accounting principles minimizes debits and credits and focuses on the articulation between the balance sheet and the income statement as well as the cash flow statement. Both concepts are severely lacking in most conventional texts.

12:00 pm–1:00 pm



Tips for Teaching IDEA Data Analytics in the Classroom
Hosted by Audimation Services, Inc.

How to get accounting students started with data analytics using IDEA for undergraduate courses in auditing. The presenter will share experiences with adopting IDEA in the classroom, both virtual and face-to-face, providing tips to overcome the challenges faced and some unexpected successes in student learning.


Preparing Students for Their Careers
Hosted by McGraw Hill

An in-depth look at how McGraw Hill’s Connect for Accounting provides students with hands-on career readiness training to prepare them with the skills they'll need to be successful- whether they're preparing for the next evolution of the CPA exam, or general post-graduation career readiness and employment in the business world. Topics will include data analytics throughout the accounting curriculum, equitable and seamless access to Excel training and more!


The Growing Importance of Learning Communities for Both Students and Faculty
Hosted by Surgent Accounting & Financial Education

Research shows that learning communities benefit both students and faculty… but what type of information should be shared within these communities? Join us for this interactive session as we learn, assess, and discuss the best resources to use for today’s learning communities. Come ready to share your ideas and provide collaborative insight as we work toward building meaningful and relevant learning communities that will benefit the future of academic stakeholders.

1:00 pm–2:00 pm



Algorithmic Spreadsheets that Generate and Evaluate Accounting Formulas 
Hosted by Cengage

Presented by Christine A Jonick and Jennifer S. Schneider, both at the University of North Georgia – Gainesville. The presentation describes and demonstrates spreadsheet-based accounting problems designed to promote critical thinking through formula development. The topics of budgets and fixed asset sales are used as the context for (1) showing how an unlimited number of different versions in terms of layout and content may be generated, (2) enforcing the use effective formulas and functions that are robust enough to deal with different data set, and (3) automatically evaluating both input and output for correct answers and efficient mathematical logic.


Gleim Time: Improving Your Curriculum
Hosted by Gleim Exam Prep

Want to improve your curriculum? Join Gleim's fun, interactive game to learn how to help your students and for a chance to win prizes.

2:00 pm–3:00 pm



Orbis Demo – Research More Than 400 Million Companies Worldwide
Hosted by Bureau van Dijk, A Moody’s Analytics Company

Join Bureau van Dijk for a demonstration of their Orbis database, the world’s most powerful comparable data resource on private companies. Learn how our range of solutions can help with your academic research, and how simple we make it to compare companies internationally.


EY Academic Resource Center (EYARC) Website and Account Access and Overview
Hosted by EY, LLP


Closing the Knowledge Gap and Improving Student Outcomes with Adaptive Learning
Hosted by Wiley

In order to succeed throughout the accounting curriculum, students need to build upon their foundational knowledge and learn how to apply accounting skills to more advanced courses and real world problem-solving. But if there are knowledge gaps, students won’t have the skills to make these valuable connections. With flexible, personalized adaptive learning and just-in-time intervention, you can address the student struggle, improve accounting proficiency, and create the building blocks to success.

Join Andrew Jones, Data Scientist at Wiley, and Jill Mitchell, Accounting Professor, to 1) Learn how adaptivity can help improve retention rates by pointing students to learning gaps; 2) Discover how adaptive learning analytics can support just-in-time student intervention; 3) Get tips on how to incorporate meaningful adaptive learning into your course; and 4) Take a live look into NEW WileyPLUS Adaptive Assignments.

3:00 pm–4:00 pm



How to Integrate IMA Resources into the Classroom
Hosted by Institute of Management Accountants

Join us for a lively discussion about how to use IMA resources in your classroom and curriculum. From case studies to competitions; from podcasts to free professional development courses on data analytics and RPA for IMA student and academic members and more, we’ve got you covered! And of course our CMA scholarships for your students and CMA Opportunity for yourself! We look forward to helping you find the resources you need to finalize your content plan for the upcoming fall semester.


Learning Lyryx Learning: Interactive OER and Online Assessment Workshop
Hosted by Lyryx Learning, Inc.

Join Lyryx team members in exploring OERs and an affordable online homework/ exam platform for accounting. You will be provided with immediate access to an account/ course and can ask questions live as you discover Lyryx with Open Texts.


Innovations in Teaching Ethics Today
Hosted by the NASBA Center for the Public Trust

Wednesday, August 4

9:00 am–10:00 am



Tips on How to Develop a Paper for the Journal of Accounting and Public Policy
Hosted by Elsevier

During this workshop Marco Trombetta, the editor, will share some ideas on how to craft a paper for publication in the Journal of Accounting and Public Policy. We will look at historical data and examples from the journal in order to understand some important key ideas to keep in mind while crafting the paper.


Accounting Principles and Competency Based Education
Hosted by Ivy Software Inc.

This session outlines competency-based education (CBE) and its application to accounting principles. The session describes competency- based education as well as the Beta test of an accounting principles text using CBE. The results were truly outstanding.

10:00 am–11:00 am



Getting Started with IDEA: Importing & Analyzing Data
Hosted by Audimation Services, Inc.

Through the IDEA® Academic Partnership Portal professors and students can download a FREE educational version of the IDEA data analysis software. In this session, we give an overview of IDEA® as an essential data analysis tool for all future auditors, analysts, and accountants. IDEA features a wide range of functions that help you work more efficiently and effectively, ultimately delivering greater results in all aspects of your analysis and data mining. See how easy it is to incorporate IDEA into your curriculum and give your students a technological edge in their field.


Audit Analytics in the Classroom
Hosted by Audit Analytics

Join us for an introduction to Audit Analytics in the Classroom. Audit Analytics is a premiere data service provider that has been cited in more than 1,500 academic papers and is subscribed to by more than 300 academic institutions. Learn how to use this powerful research tool in the classroom.

See how Audit Analytics can be used to engage students with real world examples, track current trends in disclosure, and review the all new Audit Analytics case studies.

11:00 am–12:00 pm



Gleim Time: Improving Your Curriculum
Hosted by Gleim Exam Prep

Want to improve your curriculum? Join Gleim's fun, interactive game to learn how to help your students and for a chance to win prizes.


Learning Lyryx Learning: Interactive OER and Online Assessment Workshop
Hosted by Lyryx Learning Inc.

Join Lyryx team members in exploring OERs and an affordable online homework/ exam platform for accounting. You will be provided with immediate access to an account/ course and can ask questions live as you discover Lyryx with Open Texts.


 Creating the Future Accountant: An Author Tour of Wiley’s New First Editions
Hosted by Wiley

With the recently announced CPA Evolution and Model Curriculum, there have been various discussions on what the future of accounting will look like, and who the future accountant will be. 

Join this session to take a tour of Wiley’s first editions in development with our Data and Analytics in Accounting, Cost Accounting, Accounting Information Systems, and Tax authors to get a sneak peek into these new courses and learn how they will help your students develop the skills needed to prepare for the ever-changing and technology-focused profession.

2:00 pm–3:00 pm



NACVA/GACVA Extends the Gift of Membership
Hosted by NACVA

NACVA/GACVA is the largest professional association serving the global business valuation and financial litigation profession. Attendees to this one-hour session will learn about the robust training resources, credentialing programs, data, software, research support, and technical publications the Association has promulgated through their rich 30 year history. Attendees will also receive a complimentary one year affiliate membership to NACVA.