2022 Joint Meeting of the Diversity and Teaching, Learning and Curriculum Sections
Speakers
Natalie Churyk, PhD, CPA, Northern Illinois University, Saturday, October 29, 2022, 8:45 am - 10:30 am, "Making the Case for Writing and Publishing. Insights from the IMA and Editors of the Issues in Accounting Education and the Journal of Accounting Education"
Natalie T. Churyk, Ph.D., CPA is the William F. Doyle Endowed Professor of Accountancy at Northern Illinois University (NIU) and the Editor-in-Chief of the Journal of Accounting Education. She joined NIU in 2001 after her doctoral studies and now mostly teaches at the graduate level. Besides her Editor-in-Chief role, significant service includes: editorial review board member of the Journal of Forensic & Investigative Accounting; Past-President/President/President-Elect, AAA GIWB Section (2019 – 2022); AAA Council (2016 – 2019); President, AAA TLC Section (2016 - 2018); Vice-President, AAA TLC Section (2014 – 2016); Co-President of the AAA Midwest Region (prior acting President and Vice president) (2013 - 2015); Treasurer of AAA TLC (2009 – 2013); Chair/Co-Chair – the TLC, FIA, and Midwest sections/region Membership Acquisition and Retention committees over the periods 2008-2012; and various other committee member appointments such as the AAA National Membership Committee (2011-2014) and AAA Regions Strategic/Pilot Task Force (now known as Strategic Leader Region Committee) (2012 – 2017).
Professor Churyk has received research grants from PricewaterhouseCoopers, the Institute of Management Accountants, and her university. She has also been awarded multiple research, teaching innovation and service awards from her university, AAA sections/regions, North American Accounting Society, Strategic Finance and the AICPA. Her most recent honors include: 2022 EY Foundation sponsored AAA TLC Best Paper Award, 2022 ICPAS Outstanding Educator Award, 2021 KPMG Foundation sponsored AAA TLC Section Hall of Honor Award, 2020 North American Accounting Society Distinguished Paper Award, 2019 NIU Accountancy Department Outstanding Research Award, 2019 AAA Forensic Accounting Section Best Teaching Innovation Award.
Professor Churyk’s research contributes to topics in financial reporting, fraud/ethics, education, and auditing. She has over 150 conference presentations including 19 keynote/plenary speeches and 18 panel presentations. She has amassed over 50 publications in academic and professional journals such as: Journal of Business Research, Issues in Accounting Education, Journal of Accounting Education, Journal of Forensic Accounting Research, Strategic Finance, CPA Journal, Journal of Accountancy, Journal of Forensic and Investigative Accounting, Advances in Accounting Education, Global Perspectives on Accounting Education, and Advances in Accounting Behavioral Research. She is a co-author on three textbooks published by John Wiley & Sons: Accounting and Auditing Research: Tools and Strategies, Mastering the FASB’s Codification and eIFRS: A Case Approach, and Accounting & Auditing Research and Databases: Practitioner’s Desk Reference. For over 10 years she was actively involved in developing and delivering CPA Exam Review seminars for NIU and contributed for five years to the Wiley CPA Exam Review: Financial Accounting and Reporting text.
Mark C. Dawkins, PhD, CPA, CMA, CGMA, MBA, MACC, University of North Florida, Closing Plenary Speaker, Saturday, October 29, 2022, 3:30 pm - 4:30 pm, "Our Part: Our Path - Preserving the Discipline and Profession of Accounting"
Mark C. Dawkins is President of the American Accounting Association (AAA) and Professor of Accounting and former Dean and Distinguished Professor for Excellence in the Coggin College of Business at the University of North Florida (UNF). Prior to his UNF appointments, he was an Associate Professor of Accounting in the Terry College of Business at the University of Georgia (UGA), served as the Associate Dean for Academic Programs from 2008-2014, served as Director of Diversity Relations from 2004-2008, and served on the accounting faculty from 1994-2015. He received his PhD in Accounting from Florida State University, MBA (finance) and MACC (auditing) degrees from the University of Florida, and a BS in Management from the Georgia Institute of Technology.
Professor Dawkins’s recent research focuses on declining enrollments in accounting, connecting academic research to business practice, evaluating alternative earnings metrics, and assessing faculty publications. His research interests also include bankruptcy, market effects of information asymmetry, and market reactions to information disclosures. He has published in The Journal of Finance, the Journal of Financial & Quantitative Analysis, the Journal of Accounting, Auditing and Finance, the Journal of Business, Finance & Accounting, the Journal of Banking and Finance, Advances in Accounting, the Journal of Managerial Issues, The CPA Journal, and other journals.
Professor Dawkins was a co-recipient of the 2006 and 2003 Beta Alpha Psi Outstanding Teacher of the Year award at UGA, and he received the 2006 and 2003 Alpha Kappa Psi Accounting Teacher of the Year Award. He is a member of the American Accounting Association, the American Institute of Certified Public Accountants, the National Association of Accountants, The PhD Project (www.phdproject.org), and the Accounting Doctoral Student Association.
Norma Montague, PhD, Wake Forest University, Keynote Speaker, Friday, October 28, 2022, 1:30 pm - 2:30 pm, "We're Better Together: The AAA on Setting the Tone in DEI"
Dr. Montague is the Senior Associate Dean of Academic Programs at Wake Forest University. Dr. Montague earned her PhD at the University of South Florida, and her BA and Master of Accounting at North Carolina State University. She has taught business courses in both English and Spanish as an instructor at a community college. At WFU, she has taught financial accounting, managerial accounting, and auditing courses in the undergraduate business program, Master of Science in Accountancy program, and Master of Science in Management program.
Dr. Montague was elected to the AAA 2022-2023 Board of Directors as Director-Focusing on Diversity, Equity & Inclusion and has served in several noteworthy service capacities, including as 2020-2021 President of the Diversity Section of the AAA, Treasurer of the Federation of Schools of Accountancy, and as a member of the AAA Diversity Task Force.
Barbee Myers Oakes, PhD, American Accounting Association, Keynote Speaker, Friday, October 28, 2022, 1:30 pm - 2:30 pm, "We're Better Together: The AAA on Setting the Tone in DEI"
Dr. Oakes had more than 35 years of experience in higher education before retiring in 2021 and joining the AAA as its inaugural Chief Diversity Officer in 2022.
From 2017-2021, Oakes served as the inaugural Chief Diversity Officer at the University of Nevada, Las Vegas (UNLV). Her key accomplishments include: appointing the State’s first Director of Development for Diversity Initiatives; appointing the State’s first Resource Coordinator for undocumented students; launching a Cultural Intelligence Leadership Series (CQLS); and implementing the largest D&I Summit in Nevada’s history. Oakes was a leading voice in the Nevada System of Higher Education Board of Regents where she served as co-president of the Equity, Diversity, and Inclusion Council (EDIC) and pushed for a systemwide approach to actualizing equity in the State’s universities and colleges. She has served as the President of the North Carolina Diversity and Inclusion Partners (NCDIP) consortium from 2016-2017 and has been a member of the National Association of Diversity Officers in Higher Education (NADOHE) for the past decade.
At Wake Forest University, Oakes was the inaugural Chief Diversity Officer and Assistant Provost for Diversity and Inclusion from 2009-2017 and Director of the Office of Multicultural Affairs 1995-2009. Under her leadership, Wake Forest was awarded a Higher Education Excellence in Diversity (HEED) Award by Insight into Diversity in 2012 and that same year, Oakes was named by Diverse Issues in Higher Education Magazine as one of the “25 Women Making a Difference” in higher education.
Dr. Oakes earned her Bachelor of Science and Master of Arts degrees from Wake Forest. Upon completion of her Ph.D. in Exercise Science and Nutrition from the University in Tennessee, Knoxville, she became the first Black woman with a doctoral degree in the American College of Sports Medicine. Additionally, Oakes held faculty appointments at Wake Forest, Arizona State University, and Penn State University from 1985-1995 and is the co-author of seven textbooks.
Kelly Richmond Pope, PhD, CPA, DePaul University, Session Speaker, Saturday, October 29, 2022, 10:45 am - 12:15 pm, Increasing Classroom Engagement Using Documentaries and Other Fun Tools!
Join us for this interactive session on how to increase engagement in your accounting classroom. Research has shown that engagement positively impacts retention. Research has also shown that the attention span of an adult is 8.25 seconds, therefore, we must use more than a textbook to relate to today's learner. Hear how two accounting educators use the award-winning documentary, All the Queen's Horses, to increase classroom engagement in their managerial accounting course. You will leave this session equipped with tools that you can take back to your classroom and implement immediately. We look forward to seeing you!
Curious about All the Queen's Horses? Watch the 1-minute trailer here or read our article in the August 2022 issue of Strategic Finance entitled Learning with Documentaries.
Dr. Kelly Richmond Pope is the Dr. Barry Jay Epstein Endowed Professor of Forensic Accounting at DePaul University in Chicago, IL. She also serves as the IMA Research Fellow for Corporate Governance and Ethics. Pope is a nationally recognized expert in forensic accounting and white-collar crime research. She is an award-winning educator, researcher, author and documentary filmmaker. She teaches managerial and forensic accounting both at the undergraduate and graduate level. She is the author of Managerial Accounting, 1st edition published by Pearson Learning (2022) and the upcoming book Fool Me Once: Scam, Stories and Secrets and Secretes From the Trillion Dollar Fraud Industry published by Harvard Business Review Press (March 2023)
Her research focuses on organizational misconduct, ethics and fraud, and corporate culture and compliance systems designed to confront these challenges. Dr. Pope's research on executive misconduct culminated in directing and producing the award-winning documentary, All the Queen's Horses, in 2017. All the Queen's Horses explores the largest municipal fraud in U.S. history. In 2018, Dr. Pope became a TED speaker with her impactful and timely TED Talk entitled "How whistle-blowers shape history” which has been viewed over 1.6 million times and translated into 20 languages. In 2020, the American Institute of CPAs and the CPA Practice Advisor named Dr. Pope among the top 25 most powerful women in accounting.
Dr. Pope currently serves as a board member and chair of the Greater Chicago Food Depository audit committee. She is a frequent international speaker to numerous corporations, nonprofits and government agencies. She received her bachelor of science in accounting from North Carolina A&T State University and her masters in accountancy and doctorate in accounting from Virginia Tech. She is a licensed certified public accountant (CPA) in the state of North Carolina.
Omar Roubi, CPA, University of Colorado Denver, Session Speaker, Saturday, October 29, 2022, 10:45 am - 12:15 pm, Increasing Classroom Engagement Using Documentaries and Other Fun Tools!
Join us for this interactive session on how to increase engagement in your accounting classroom. Research has shown that engagement positively impacts retention. Research has also shown that the attention span of an adult is 8.25 seconds, therefore, we must use more than a textbook to relate to today's learner. Hear how two accounting educators use the award-winning documentary, All the Queen's Horses, to increase classroom engagement in their managerial accounting course. You will leave this session equipped with tools that you can take back to your classroom and implement immediately. We look forward to seeing you!
Curious about All the Queen's Horses? Watch the 1-minute trailer here or read our article in the August 2022 issue of Strategic Finance entitled Learning with Documentaries.
Omar Roubi is currently an Instructor of Accounting at the University of Colorado Denver as well as the Host and Director of Technical Education at LumiQ, a podcasting company for CPAs to earn their CPE credits. During his academic career, Omar has taught a wide range of accounting courses including financial and managerial accounting at the introductory level, intermediate financial reporting, intermediate and advanced cost accounting, both US and Canadian taxation, as well as accounting theory. Omar has also written an introductory managerial accounting textbook entitled “Managerial Accounting: Enhancing Decision Making” which has been adopted by professors at several schools. In 2018 Omar was named the Goodman School of Business at Brock University Undergraduate Professor of the Year.
Before his academic career, Omar graduated from the University of North Texas with a Bachelor of Science in accounting and Masters of Science in US Taxation. He worked for the tax group at Grant Thornton, LLP's Dallas office before moving to the corporate tax compliance group at Rent-A-Center's headquarters in Plano, TX. He obtained his US CPA designation in 2011."
Janet Samuels, PhD, Arizona State University, Saturday, October 29, 2022, 8:45 am - 10:30 am, "Making the Case for Writing and Publishing. Insights from the IMA and Editors of the Issues in Accounting Education and the Journal of Accounting Education"
Dr. Janet A. Samuels is a clinical professor in the School of Accountancy at Arizona State University's W.P. Carey School of Business. Dr. Samuels has a Ph.D. in accounting from Arizona State University and a B.B.A. from the University of Wisconsin-Milwaukee. Prior to her doctoral program, she was an auditor with Arthur Andersen and owned her own accounting practice. She teaches various financial and managerial accounting classes as well as a graduate-level data analytics course.
Dr. Samuels' research examines performance measurement as well as whistleblowing. Additionally, she has published education research and cases. Her work has been published in Accounting, Organizations, and Society, Auditing: A Journal of Practice and Theory, Behavioral Research in Accounting, Journal of Business Ethics, Issues in Accounting Education, and others. Dr. Samuels' currently serves as the senior editor of Issues in Accounting Education.
Daniel R. Slezak, CPA, KPMG, Friday, October 28, 2022, 3:00 pm - 4:30 pm, "The Future of the Profession"
Dan is a Senior Director on KPMG’s Audit Learning & Development (ALD) team. He has 16+ years of combined experience shaping learning strategies; analyzing learning needs; designing, developing, managing, and instructing national training programs; and providing financial statement audit, audit of internal control, and regulatory compliance services. He began his audit career in the Houston and Washington D.C. offices before transferring to ALD.
Dan has over 11 years of combined experience setting learning strategy; leading performance consulting processes to analyze learning needs; instructionally designing, developing, instructing, and measuring audit training, including global and domestic curricula for interns, associates, senior associates, managers and partners, in accordance with the ADDIE model, Bloom’s Taxonomy and the Kirkpatrick Model.
Dan represented KPMG for five years as a Technical Advisor on the International Accounting Education Standards Board (the Board). He served as Secretary of the International Education Standard 7 – Continuing Professional Development (IES 7) task force. As Secretary of the IES 7 task force, Dan led efforts to research global continuing professional development (CPD) leading practices and subsequently the Board’s due process standard setting activities for the revision of IES 7. During this time, he also participated on the Board’s behalf as a guest speaker/presenter on the CPD topic at various U.S. and international events.
Dan has provided professional audit services to several large federal entities in accordance with U.S. GAAP, OMB Bulletin No. 07-04, Audit Requirements for Federal Financial Statements (and its predecessors), OMB Circular No. A-136, Financial Reporting Requirements (and its predecessors), Government Auditing Standards, the Government Accountability Office/President’s Council on Integrity and Efficiency, and the Financial Audit Manual. His audit experience includes SEC filings and federal annual reports.
Billy Williams, CPA, Audit Partner, KPMG, LLP, Houston, TX, KPMG Keynote Lunch Speaker, Saturday, October 29, 2022, 12:15 pm - 1:30 pm
Billy is an Audit Partner at KPMG LLP in the Houston office. He has more than 19 years of experience and has substantial experience leading and coordinating financial statement audits and audits of internal control over financial reporting. He completed a 3-year rotation in KPMG's Professional Practice Group in New York City, where he served as a team member of the technical accounting topics groups and was a frequent speaker at KPMG internal and external programs and webcasts.
Billy is also passionate about diversity, mentoring as well as career and professional development. Billy is the President of the Houston Professional Chapter of National Association of Black Accountants. Billy is also KPMG’s National Diversity, Equity and Inclusion (DEI) Co-Leader for the Audit practice focused on organizing KPMG’s diversity strategy and efforts. He also serves on the leadership team for the Houston Accounting Career Awareness Program (ACAP). Billy was honored to receive a 2021 Houston Business Journal Diversity Champion Award for the work he is doing around diversity and inclusion. Other awards include Who’s Who in Black Houston, NABA Houston Chapter Accounting Achievement Award recipient and a KPMG Houston Mentor of the Year award recipient. He also serves on the board of the AICPA Benevolent Fund
Billy is a graduate of Sam Houston State University where we serves on the Alumni Board and is a certified public accountant licensed Texas and New York. He is a lifetime member of Omega Psi Phi Fraternity Incorporated. Billy is married to Ancernetta Williams and is the proud father of daughters Ava and Alyssa.