g. peter wilson joseph l. sweeney professor of … · g. peter wilson joseph l. sweeney professor...

21
G. PETER WILSON Joseph L. Sweeney Professor of Accounting The Wallace E. Carroll School of Management Fulton 546, Chestnut Hill, MA 02167-3808 Date of Birth December 3, 1946 Citizenship USA and Canada Education Carnegie-Mellon University Ph.D., Industrial Administration 1985 Carnegie-Mellon University M.S., Industrial Administration 1982 Florida Atlantic University M.S., Mathematics 1970 Florida Atlantic University B.S., Mathematics Education 1968 Principal Fields of Interest Taxes and Economic Behavior, Accounting and Capital Markets Academic Experience Associate Professor of Management, Sloan School Management, MIT, Cambridge, MA, July 1996 - June, 1997 Visiting Associate Professor of Management, Sloan School Management, MIT, Cambridge, MA, August 1994-June 1996 Associate Professor, Harvard University, Graduate School of Business Administration, Cambridge, MA., July 1989 -- August 1994. Assistant Professor, Stanford University, Graduate School of Business, Stanford, CA., April 1985 -- July 1989. Instructor, two-thirds time, Carnegie-Mellon University, Graduate School of Industrial Administration, Pittsburgh, PA., September 1983 -- December 1984. Instructor, one course, Carnegie-Mellon University, Graduate School of Industrial Administration, Pittsburgh, PA., September 1982 -- December 1982. Director of Data Processing, Lake-Sumter Community College, Leesburg, FL., January 1978 -- July 1980. Instructor, Lake-Sumter Community College, Leesburg, FL., September 1971 -- December 1978. Teaching Assistant, The University of Florida, Statistics Department, Gainesville, FL., September 1970 -- July 1971. Instructor, part-time, Florida Atlantic University, Mathematics Department, Boca Raton, FL., September 1968 -- May 1970.

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Page 1: G. PETER WILSON Joseph L. Sweeney Professor of … · G. PETER WILSON Joseph L. Sweeney Professor of Accounting The Wallace E. Carroll School of Management Fulton 546, Chestnut Hill,

G. PETER WILSON

Joseph L. Sweeney Professor of Accounting

The Wallace E. Carroll School of Management

Fulton 546, Chestnut Hill, MA 02167-3808

Date of Birth December 3, 1946 Citizenship USA and Canada

Education Carnegie-Mellon University Ph.D., Industrial Administration 1985 Carnegie-Mellon University M.S., Industrial Administration 1982 Florida Atlantic University M.S., Mathematics 1970 Florida Atlantic University B.S., Mathematics Education 1968

Principal Fields of Interest Taxes and Economic Behavior, Accounting and Capital Markets

Academic Experience Associate Professor of Management, Sloan School Management, MIT, Cambridge, MA, July 1996 - June, 1997 Visiting Associate Professor of Management, Sloan School Management, MIT, Cambridge, MA, August 1994-June 1996 Associate Professor, Harvard University, Graduate School of Business Administration, Cambridge, MA., July 1989 -- August 1994. Assistant Professor, Stanford University, Graduate School of Business, Stanford, CA., April 1985 -- July 1989. Instructor, two-thirds time, Carnegie-Mellon University, Graduate School of Industrial Administration, Pittsburgh, PA., September 1983 -- December 1984. Instructor, one course, Carnegie-Mellon University, Graduate School of Industrial Administration, Pittsburgh, PA., September 1982 -- December 1982. Director of Data Processing, Lake-Sumter Community College, Leesburg, FL., January 1978 -- July 1980. Instructor, Lake-Sumter Community College, Leesburg, FL., September 1971 -- December 1978. Teaching Assistant, The University of Florida, Statistics Department, Gainesville, FL., September 1970 -- July 1971. Instructor, part-time, Florida Atlantic University, Mathematics Department, Boca Raton, FL., September 1968 -- May 1970.

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Journal Reviewing Editorial Board --Accounting Review, 1987-1992

Editorial Board --Journal of Accounting Research, 1989 - 1999

Editorial Advisory Board --Financial Officer's Tax & Management Report, 1994-2002

Editorial Board -- Issues in Accounting Education, 1995-2008

Referee

Accounting Review

Review of Accounting Studies

Journal of Accounting, Auditing, and Finance

Journal of Accounting and Economics

Journal of Accounting Research

Journal of Financial Economics

National Tax Journal

Administrative Activities Carroll School Educational Policy Committee: chair 2006-2009, member 2010-2012

Carroll School Teaching Committee: chair 2006-2009, member 2010-2013

Boston College University Council on Teaching, 2007-2010

Boston College Academic Vice President Advisory Committee, 2006-2007

Carroll School Dean Search Committee Chairman, 2000

Carroll School Promotion and Tenure Committee, BC, 1998-2002

Accounting Department Recruiting Committee, BC, 1998-2001, 2008-2010

Student Integrity Review Committee, 1999

Teaching Resource Network Advisory Group, MIT, 1995-1997

Academic Performance Committee, Harvard Business School, 1992-1994.

Leadership and Learning Task Force on Faculty Development, Harvard Business School, 1993.

Leadership and Learning Task Force on Field Based Learning, Harvard Business School, 1992-1993.

Accounting Workshop Coordinator, Stanford Graduate School of Business, 1986-1988.

Significant Consulting Activities Ernst and Young, 1990-2000 Merck, 1997-2009 Ziff Brothers Investments, 2001 General Electric, 2002-2009

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Board of Directors Fave, 2007-present

Other Significant Professional Activities

Pathways Vision for Accounting Education Committee, 2013 Securities and Exchange Commission Historical Society’s Museum Committee, 2010-2011 Accounting Education Change Commission, 1993-1996. The AECC was an 18-member committee of academics and practitioners that received over $5 million in funding to improve accounting education. Among others, it's membership included a chief executive officer, a college president, a vice president of the AICPA, and five business school deans. Peter Wilson was the only academic member below the rank of full professor.

American Accounting Association President and Past President, 2002-2004.

Academic Vice President, 1997-1999.

Chairperson of Technology Task Force, 1997-1998.

Council Member-at-Large, 1993-1995.

Member of the Accounting Education Advisory Committee, 1995

Member of the New Faculty Consortium Committee, 1995-present

Distinguished Visiting Faculty, Ph.D. Consortium, 1994, 1992, 1990, 2003, 2004.

Vice Chair-Education of the Program Advisory Committee, 1993-1994.

Nominating Committee, 1994 (one of four AAA members chosen to serve on this committee)

Visiting Faculty & Speaker, New Faculty Consortium, 1991-1993, 2002.

Visiting Faculty & Speaker, Big-Ten Ph.D. Consortium, 1993, 1991.

Speaker, Doctoral Programs Conference, 1991.

Screening Committee: Notable Contribution to Accounting Literature Award, 1989, 1992.

Co-coordinated the Financial Reporting Research Conference at Harvard, 1991, 1992.

Financial Executives Institute Education Committee, Boston Chapter, 1997-present. Accreditation Team, April 2004 University of Toronto Accounting programs, Institute of Chartered Accountants of Ontario Roundtable Discussion, July 2004 The Atlantic Monthly and Ernst & Young hosted a discussion on restoring public confidence in capital markets. Among others, the 18 invitees included Richard Breeden, Former Chairman of the Securities and Exchange Commission, Jane Christo, General Manager of National Public Radio’s WBUR, Brian Joyce, MA State Senator, Bob Monks, Founder of Institutional

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Shareholder Services, Tom Reilly, Attorney General of MA, Lester Thurow, Former Dean of the MIT Sloan School, Colleen Sayther, Executive Director of Financial Executives Institute, and Tom Stewart, Editor and Chief of the Harvard Business Review.

Awards 2010 American Institute of Certified Public Accountants’ Distinguished Achievement in Accounting Education Award

Boston College 2009 and 2010 TWIN Awards: Teaching with New Media Awards

American Accounting Association 2005 Outstanding Educator Award

Inducted into American Accounting Association North East Region’s Accounting Hall of Fame in April 2002

American Accounting Association 1985-86 Competitive Manuscript Award for best paper by an accounting academic within five years of thesis completion, "The Incremental Information Content of the Accrual and Funds Component of Earnings After Controlling For Earnings."

Anne T. Bass Faculty Fellow for 1987-88, Stanford Graduate School of Business. M.I.T., Sloan School of Management Excellence in Teaching Award, 1996-97.

M.I.T., Graduate Student Council, Teaching Award, 1994-95.

M.I.T., Sloan School of Management Teacher of the Year, 1994-95.

Stanford Graduate School of Business, Distinguished Teaching Award, 1987-1988.

Stanford Graduate School of Business, Honorable Mention for Distinguished Teaching, 1986-1987.

Stanford Graduate School of Business, Rookie Teacher Award, 1985-1986.

Professional Membership American Accounting Association.

Financial Executives Institute.

Subjects Taught Boston College International Financial Reporting (IFRS) course, Spring 2009 (1 session), Spring 2010 (1 section)

Financial Statement Analysis (MA804), Fall 1997 (1 section), Spring 1998 (2 sections), Spring 2004 (1 section), Spring 2005 (1 section), Spring 2008 (1 session)

Undergraduate Introduction to Financial Accounting, Spring 2007 (1 section), Spring 2008 (1 section), Spring 2009 (1 section), Spring 2010 (2 sections)

MBA Core Accounting (MA 713), Fall 1998 (2 sections), Fall 1999 (2 sections), Fall 2000 (2 sections), Fall 2001 (2 sections), Fall 2002 (2 sections), Fall 2003 (2 sections), Fall 2004 (2 sections), Fall 2005 (2 sections), Fall 2006 (2 sections), Fall 2007 (2 sections), Fall 2008 (2 sections), Fall 2009 (2 sections)

Accounting Tools for Managers (MA 726), Spring 1999 (1 section), Spring 2000 (1 section), Spring 2001 (1 section)

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Massachusetts Institute of Technology Financial and Managerial Accounting (15.515), Masters: Fall 1996 (2 sections), Fall 1995 (4 sections), Fall 1994 (2 sections).

Financial Statement Analysis (15.535), Masters: Fall 1994.

Harvard University Analysis of Corporate Financial Reports, Masters: Fall 1993, Fall 1992 (2 sections), Fall 1991 (2 sections).

Financial Reporting and Managerial Accounting, Masters, Fall 1990 (2 sections), Fall 1989 (2 sections).

Empirical Research in Accounting (team taught), Ph.D., Fall 1990.

Financial Reporting and Corporate Finance Research (team taught), Ph.D., Fall 1992.

Five-session financial reporting elective (team taught), PMD Executives, Spring 1993.

Five-session tax elective, Corporate Finance Executive Program, Summer 1992.

Stanford University Taxes and Economic Behavior, Masters: Spring 1989.

Stanford University-National University of Singapore Executive Program: Summer 1987.

Introductory Financial Accounting, Masters: Fall 1987 (2 sections), Fall 1986 (2 sections), Fall 1985 (3 sections).

Introductory Financial Accounting, Sloan Executives: Fall 1987, Fall 1986.

Carnegie-Mellon University Financial Accounting, Undergraduates: Fall 1982

Managerial Accounting, Undergraduates: Fall 1983 (2 sections), Fall 1984 (2 sections).

Lake Sumter Community College College algebra, calculus, differential equations, and statistics, Undergraduates: 1971-1978 (5 sections per term).

Thesis Supervision Stanford Ph.D. Thesis Committee Member Dee Shores, 1986. Steve Ryan, 1988.

MIT Ph.D. Thesis Committee Member Sarah Tasker, 1997 Minyi Hung, 1998 Mary Ellen Carter, 1998 Eric Wolf, 1998

Publications

Journal Articles "Factors Influencing Firms’ Disclosures about Environmental Liabilities," The Review of Accounting Studies, Vol 2, No 1., 1997 (Joint with Mary Barth and Maureen McNichols). "Teaching and Learning can be Energizing," Issues in Accounting Education, June 1999

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"Factors Influencing Firms’ Disclosures about Environmental Liabilities," The Review of Accounting Studies, Vol 2, No 1., 1997 (Joint with Mary Barth and Maureen McNichols). "Discretionary Disclosure and External Financing,"The Accounting Review, January 1995 (Joint with Richard Frankel and Maureen McNichols). "The Role of Taxes in Location and Sourcing Decisions," Studies in International Taxation, University of Chicago Press, 1993, Chapter 6, Editors: A. Giovannini, G. Hubbard, J. Slemrod. "Firms' Responses to Anticipated Reductions in Tax Rates: The Tax Reform Act of 1986," Journal of Accounting Research, 1992 supplement (Joint with Myron Scholes and Mark Wolfson). "Future Research Directions in Taxation," The Journal of the American Taxation Association, Fall, 1991. "Tax Planning, Regulatory Capital Planning, and Financial Reporting Strategy for Commercial Banks," Review of Financial Studies , 1990 (Joint with Myron Scholes and Mark Wolfson). "Evidence of Earnings Management from the Provision for Bad Debts," Journal of Accounting Research, 1988 supplement (Joint with Maureen McNichols).

"The Incremental Information Content of the Accrual and Funds Component of Earnings After Controlling For Earnings," The Accounting Review, April 1987. "The Relative Information Content of Accruals and Cash Flows: Combined Evidence at the Earnings Announcement and Annual Report Release Date," Journal of Accounting Research, 1986 Supplement. Video and Newsletter Articles President’s Message, Accounting Education Newsletter, Volume 30, Issue No. 5, Fall, 2002. President’s Message, Accounting Education Newsletter, Volume 31, Issue No. 1, Winter, 2003. President’s Message, Accounting Education Newsletter, Volume 31, Issue No. 2, Annual Meeting, 2003. President’s Message, Accounting Education Newsletter, Volume 31, Issue No. 3, Spring, 2003. President’s Message, Accounting Education Newsletter, Volume 31, Issue No. 4, Summer, 2003. Video: "Teaching: Structuring and Communicating Knowledge," 1992, 500 copies distributed by The Accounting Education Change Commission. "Leveraging Our Core Competencies: Structuring and Communicating Knowledge," Accounting Education News, Pages 18, 20, May, 1994

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Work-In-Progress

"Navigating Accounting," introductory accounting text and software.

White Papers

"Don’t Throw Out The Reporting Baby with The Enron Bath Water," widely distributed to the press and practitioners during 2002 and the basis of a short article in the Boston College Magazine. “ Some Fair Values are Fairer than Others and Few are Truth,” widely distributed to the press and practitioners during 2008-2009 Course Materials: Cases Navigating Accounting text/software (navigatingaccounting.com) "Advanta," HBS Case No. N9-194-127

"Fishco, Inc," unregistered

"Hawkeye Bancorporation," HBS Case No. 9-192-064

"Morlan International," HBS Case No. N9-192-075 "Northrop Corporation: Statement of Cash Flow," HBS Case No. 9-193-026 "Northrop: A Note on the Statement of Cash Flow," HBS Case No. 9-193-030 "Parker-Spencer: The Legal Form of Joint Ventures," HBS Case No. N9-192-155

"Sierra On Line (B)," HBS Case No. N9-194-049

"Sierra On Line (C)," HBS Case No. N9-194-051

"Sierra On Line (A)," HBS Case No. N9-193-142

"Understanding the Statement of Cash Flows," HBS Case No. 9-193-027 "Whelan Pharmaceuticals: Tax Factors and Global Site Selection," HBS Case No. 9-192-066

Presentations Research Presentations at University Seminars

1986 University of British Columbia Accounting Seminar

1986 Ohio State University Accounting Seminar

1986 University of Waterloo Accounting Seminar

1987 University of California at Los Angeles Accounting Seminar

1987 Stanford University Accounting Seminar

1987 University of Florida Accounting Seminar

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1987 University of Michigan Accounting Seminar

1987 University of Minnesota Accounting Seminar.

1988 University of California at Berkeley Accounting Seminar

1988 Northwestern University Accounting Seminar

1988 University of Pennsylvania Accounting Seminar

1988 University of Texas at Austin Accounting Seminar

1988 Cornell University Accounting Seminar

11/1/91 Virginia Tech Accounting Seminar

1/22/92 University of Illinois Accounting Seminar

1/24/92 University of Indiana Accounting Seminar.

1/29/92 University of Southern California Accounting Seminar

1/31/92 University of Colorado at Boulder Accounting Seminar.

10/22/92 University of Florida Accounting Seminar

2/9/93 Harvard University International Studies Research Seminar

2/17/93 Harvard University Financial Decisions and Control Seminar

4/19/93 Harvard University Control Area Seminar

10/18/93 Harvard University Control Area Seminar

9/22/95 Notre Dame University Accounting Seminar

12/14/95 The University of Chicago Accounting Workshop

4/26/96 Columbia University Accounting Workshop

10/11/96 The University of Alabama Accounting Workshop

Research Presentations at Academic Conferences 7/?/85 Presented "The Incremental Information Content of the Accrual and Funds Component

of Earnings After Controlling For Earnings" at the Stanford Summer Research Camp. 5/?/86 Presented "The Incremental Information Content of the Accrual and Funds Component

of Earnings After Controlling For Earnings" at the Western Regional Meeting of the American Accounting Association, San Francisco, CA.

5/23/86 Presented "The Relative Information Content of Accruals and Cash Flows: Combined

Evidence at the Earnings Announcement and Annual Report Release Date" at the Journal of Accounting Research Annual Conference, Chicago, IL.

7/?/86 Presented "Tax Planning, Regulatory Capital Planning, and Financial Reporting

Strategy for Commercial Banks" at the Stanford Summer Research Camp.

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7/?/87 Presented "Tax Planning, Regulatory Capital Planning, and Financial Reporting Strategy for Commercial Banks" at the Stanford Summer Research Camp.

5/?/88 Presented "Evidence of Earnings Management from the Provision for Bad Debts" at

the Journal of Accounting Research Annual Conference, Chicago, IL. 11/?/88 Presented "Teaching Versus Research: How Stanford's Theme of Balanced

Excellence Challenges Its Junior Faculty" to the Dallas Chapter of the Stanford Alumni.

5/4/89 Presented "Teaching Versus Research: How Stanford's Theme of Balanced

Excellence Challenges Its Junior Faculty" to the Atlanta Chapter of the Stanford Alumni.

5/21/90 Presented "Improving Your Teaching Effectiveness" at the Ernst and Young Tax Program for Leader Development, Washington, DC.

6/3/91 Presented ""Teaching: Structuring and Communicating Knowledge" at the Ernst and

Young Tax Program for Leader Development, Washington, DC. 8/7/91 Presented "The Role of Taxes in Location and Sourcing Decisions" at the NBER

meeting on International Taxation, Cambridge, MA. 9/12/91 Presented "Firms' Responses to Anticipated Reductions in Tax Rates: The Tax Reform

Act of 1986" at the North-East Regional Meeting of the American Accounting Association, Buffalo, NY.

9/28/91 Presented "The Role of Taxes in Location and Sourcing Decisions" at the NBER

meeting on International Taxation, New York, NY. 4/11/92 Presented "The Role of Taxes in Location and Sourcing Decisions" at the University

of Michigan Conference on Tax Policy Research. 5/4/92 Presented "Setting the Stage for Learning" at the Ernst and Young Tax Program for

Leader Development, Washington, DC. 5/9/92 Presented "Firms' Responses to Anticipated Reductions in Tax Rates: The Tax Reform

Act of 1986" at the Journal of Accounting Research Annual Conference, Chicago, IL. 7/27/92 Presented "Foreign Direct Investments: Internal Financing and Repatriation" at the

Stanford Summer Research Camp. 7/9/93 Presented "Discretionary Disclosure and External Financing" at the University of

Minnesota Summer Research Camp. 4/10/94 Presented "Foreign Direct Investments: Internal Financing and Repatriation" at the

University of Michigan Conference on Tax Policy Research.

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7/31/95 Presented “Factors Influencing Firms’ Disclosures about Environmental Liabilities” at the Stanford Accounting Summer Camp.

Research Presentations as Discussant 1/4/92 Discussed "Analysts' Overreaction/Underreaction to Earnings Information as an

Explanation for Anomalous Stock Price Behavior" at the American Finance Association meetings in New Orleans, LA.

5/9/93 Discussed "Managing Financial Reports of Commercial Banks: the Influence of

Taxes, Regulatory Capital, and Earnings" at the University of Michigan Conference on Tax Policy Research.

1/13/94 Discussed "Accounting Standards, Information Flow, and Firm Investment Behavior"

at the NBER International Taxation Conference, Cambridge, MA. 5/11/96 Discussed “Causes and Effects of Discretionary Asset Write-offs,” “Repeated

Accounting Write-offs and the Information Content of Earnings,” and “An Investigation of Asset Writedowns and Simultaneous Discretionary Accruals” at the Journal of Accounting Research Annual Conference, Chicago, IL

Research Presentations to Practitioners 5/9/86 Presented "The Incremental Information Content of the Accrual and Funds Component

of Earnings After Controlling For Earnings" to the Executive Board of the Financial Executives Research Foundation, Stanford, CA.

1/27/93 Presented "Corporate Tax Effectiveness: Adding Value Through the Tax Function" at

the Bi-Annual meeting of the American Institute of Certified Public Accountants. 11/4/93 Presented "Corporate Tax Effectiveness: Adding Value Through the Tax Function" at

the Baltimore-Washington Chapter of the Tax Executives Institute. 6/23/93 Presented "Corporate Tax Effectiveness: Adding Value Through the Tax Function" at

the Los Angeles Chapter of the Tax Executives Institute. 12/3/93 Presented "Corporate Tax Effectiveness: Adding Value Through the Tax Function" at

the Financial Decision Systems, Inc. Users Conference, Palm Springs, CA. 4/19/94 Presented "Corporate Tax Effectiveness: Adding Value Through the Tax Function" at

the Chicago Chapter of the Tax Executives Institute 9/16/94 Presented "Corporate Tax Effectiveness: Adding Value Through the Tax Function" at

the a Tax Executives Institute's seminar on "Managing the Tax Department into the 21st Century," Chicago, IL.

10/4/94 Presented "Corporate Tax Effectiveness: Adding Value Through the Tax Function" at

the San Francisco Chapter of the Tax Executives Institute.

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10/23/94 Presented "Is the Corporate Tax Function In the Loop" at a general session of the Tax Executive Institute's Annual Conference, San Francisco, CA.

10/29/94 Presented "How to Successfully Integrate Your Business and Finance Functions" at the

1994 Fall National Industry Conference, American Institute of Certified Public Accountants, New Orleans, LA.

2/6/95 Presented "Corporate Tax Effectiveness: Adding Value Through the Tax Function" at

the Hartford Chapter of the Tax Executives Institute. 2/10/95 Presented "Successfully Integrating Your Business and Finance Functions" to the 1995

Greater Boston Executive Program at MIT. 3/14/95 Presented "Corporate Tax Effectiveness: Adding Value Through the Tax Function" at

the Kansas City Chapter of the Tax Executives Institute. 4/20/95 Presented "Corporate Tax Effectiveness: Adding Value Through the Tax Function" at

the Salt Lake City Chapter of the Tax Executives Institute. 4/28/95 Presented "Corporate Tax Effectiveness: Adding Value Through the Tax Function" at

the Conference of Accountants, Tulsa Ok. 5/5/95 Presented "How to Successfully Integrate Your Business and Finance Functions" at the

1995 Spring National Industry Conference, American Institute of Certified Public Accountants, Palm Springs, Ca.

6/5/95 Presented "Corporate Tax Effectiveness: Adding Value Through the Tax Function" at

the Annual Meeting of the Edison Electric Institute, Boston, Ma. 7/7/95 Presented "How to Successfully Integrate Your Business and Finance Functions" at the

the Federal Reserve Bank in Boston. 2/16/96 Presented "Successfully Integrating Your Business and Finance Functions" to the 1996

Greater Boston Executive Program at MIT. 2/20/98 Presented "Successfully Integrating Your Business and Finance Functions" to the 1996

Greater Boston Executive Program at MIT. 2/12/99 Presented "Successfully Integrating Your Business and Finance Functions" to the 1996

Greater Boston Executive Program at MIT.

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Other Presentations

3/22/89 Presented "Improving Your Teaching Effectiveness" to the Stanford University Law School Faculty.

7/9-21/89 Co-taught a two-week program at the "Ernst and Young's Stanford Summer Tax

Camp" that introduced over 50 select faculty from universities throughout North America to the Scholes-Wolfson approach to tax research and teaching.

6/20/90 Presented "Future Research Directions in Taxation" at the American Accounting

Association Ph.D. Consortium, Tahoe, CA. 7/9-20/90 Co-taught a two-week program at the "Ernst and Young's Stanford Summer Tax

Camp" that introduced over 50 select faculty from universities throughout North America to the Scholes-Wolfson approach to tax research and teaching.

2/18/91 Presented "Future Research Directions in Taxation" at the American Accounting

Association Doctoral Programs Conference, Las Vegas, NV. 6/3/91 Presented "Future Research Directions in Taxation" at the Big-Ten Doctoral

Consortium, Penn State University. 7/8-19/91 Co-taught a two-week program at the "Ernst and Young's Stanford Summer Tax

Camp" that introduced over 50 select faculty from universities throughout North America to the Scholes-Wolfson approach to tax research and teaching.

2/8/92 Presented "Teaching: Structuring and Communicating Knowledge" at the American

Accounting Association New Faculty Consortium, St. Charles, IL. 3/27/92 Co-facilitated a day-long workshop on enhancing teaching effectiveness for the

business school faculty of the University of Virginia as part of Coopers & Lybrand's "Excellence in Education" program.

2/9/91 Presented "Lecture, Discussion, and Case Methods: What Works When, and Why?"

at the American Accounting Association New Faculty Consortium, St. Charles, IL. 4/3/92 Co-facilitated a day-long workshop on enhancing teaching effectiveness for the

business school faculty of Arizona State University as part of Coopers & Lybrand's "Excellence in Education" program.

4/16/92 Co-facilitated a day-long workshop on enhancing teaching effectiveness for the

business school faculty of Lehigh University as part of Coopers & Lybrand's "Excellence in Education" program.

6/5/92 Co-facilitated a day-long workshop on enhancing teaching effectiveness for the

business school faculty of the University of Texas at Austin as part of Coopers & Lybrand's "Excellence in Education" program.

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6/20/92 Presented "Teaching: Structuring and Communicating Knowledge" at the American Accounting Association Ph.D. Consortium, Tahoe, CA.

7/5-11/92 Co-taught a one-week program at the "Ernst and Young's Stanford Summer Tax

Camp" that introduced over 50 select faculty from universities throughout North America to the Scholes-Wolfson approach to tax research and teaching.

2/12/93 Presented "Challenges Facing New Instructors" at the American Accounting

Association New Faculty Consortium, St. Charles, IL. 5/21/93 Participated on a panel at the Big-Ten Doctoral consortium that discussed teaching

and research synergies, Columbus, OH. 6/14/93 Presented "Setting the Stage for Learning" at the Ernst and Young Tax Program for

Leader Development, Washington, DC. 7/26/93 Presented "Facilitating Interactive Learning in Large Groups" at Deloitte & Touche's

"Enhancing the Learning Experience" program at Colorado Springs, CO. 8/7/93 Co-facilitated a three-hour workshop, "You Too Can Become A Better Teacher," at

the American Accounting Association annual meetings, San Francisco, CA. 6/15/94 Presented "Setting the Stage for Learning" at the Ernst and Young Tax Program for

Leader Development, Washington, DC. 6/17/94 Presented "How Tax Research Relates to Other Accounting Research" at the

American Accounting Association Ph.D. Consortium, Tahoe, CA. 7/6-12/94 Co-taught a one-week program at the "Ernst and Young Stanford Summer Tax

Camp" that introduced over 50 select faculty from universities throughout North America to the Scholes-Wolfson approach to tax research and teaching.

8/9-13/94 Planned and hosted a six-session program, "Leveraging Our Core Competencies:

Structuring and Communicating Knowledge," at the American Accounting Association annual meetings, New York, NY.

2/4/95 Presented "An Integrated Framework for the Presentation of Accounting Knowledge"

at the Accounting Education Change Commission's First-Accounting Course Workshop, Phoenix, AZ.

3/18/95 Presented "A Discussion about Career Strategies" at the American Accounting

Association Southwestern Regional Doctoral Consortium, San Antonio, TX. 11/03/95 Presented "You Too Can Become A Better Teacher" at the American Association of

Certified Accountant Conference for Educators, Tampa, Fl. 1/27/96 Presented " An Integrated Framework for the Presentation of Accounting Knowledge

" at the Orange County Annual Accounting Conference, Anahiem, CA.

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2/10/96 Wrap-up speech at the American Accounting Association New Faculty Consortium,

St Charles, IL. 5/18/96 Presented "A Discussion about Career Strategies" at the American Accounting

Association Big-Ten Regional Doctoral Consortium, Bloomington, IN. 11/8/96 Presented " An Integrated Framework for the Presentation of Accounting

Knowledge" at the Texas Society of Certified Public Accountants Educator Conference, Houston, TX.

1/25/97 Presented " An Integrated Framework for the Presentation of Accounting

Knowledge" at the American Institute of Certified Public Accountants Educator Conference, Tampa, FL.

2/09/97 Wrap-up speech at the American Accounting Association New Faculty Consortium,

St Charles, IL. 4/11/97 Conducted a half-day teaching effectiveness workshop at Texas A&M University,

College Station, TX. 4/01/98 Conducted teaching workshop for Carroll School Ph.D. students in organizational

studies, Boston, MA. 5/01/98 Participated on a panel on applying technology in the classroom at a Bay Area

Research Consortium workshop, Boston, MA. 6/18/98 Presented "Perspective of a Newcomer" to the B.C. Cleveland Alumni 8/18/98 Presented "Energizing Your Teaching" at the American Accounting Association

Annual Meeting, New Orleans, LA 9/02/98 Presented "Learning Through The Case Method" during the Carroll School MBA

orientation, Boston, MA. 10/27/98 Conducted teaching workshop for Carroll School Ph.D. students in finance, Boston,

MA. 11/06/98 Presented "Helping Your Students Become Business Partners" at the American

Association of Certified Accountants Annual Educator Conference in Washington D.C.

11/13/98 Presented "Helping Your Students Become Business Partners" at the Consortium for

Accounting Educators in Phoenix, AR. 2/19/99 Presented "Scholarship and Teaching Effectiveness" at the American Accounting

Association South-West Regional Doctoral Consortium, San Antonio, TX.

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8/15/99 Presented "Developing Business Partner Competencies" at the American Accounting Association Annual Meeting, San Diego, CA.

10/16/99 Presented "Developing Business Partner Competencies" at the Florida Association of

Teachers of Accounting Annual Meeting, Ocala, FL. 10/31/99 Presented "Developing Business Partner Competencies " at the 1999 American

Institute of Certified Accountants' Educators Conference, Framingham, MA 2/25/00 Presented "Helping Tax and Non-Tax Specialists Coordinate" at the 2000 American

Accounting Association Tax-Section Midyear Meeting, Orlando, FL. 5/18/01 Presented "Helping Students Become Business Partners" at the 2001 Two-year

Accounting Association Annual Meeting, Kansas City, KA. 8/12/01 Lead an interactive session on using cases to teach earnings quality assessments at the

American Accounting Association’s Annual Meeting in Atlanta, GA 8/13/01 Served on a panel of career management at the American Accounting Association’s

Annual Meeting in Atlanta, GA 11/02/01 Presented "Helping Students Become Business Partners" at the Rhode Island

Accounting Educators’ Annual Meeting in Newport, RI. 01/11/02 Gave a plenary address at the American Accounting Association Information Systems

Section mid-year meeting, Orlando, Fla. 02/07/02 Presented “Planning an Academic Career” at the New Faculty Consortium in St.

Charles, Il. 03/06/02 Plenary speaker at the American Accounting Association’s Southwest Region’s

annual meeting in St. Louis, MO 03/20/02 Served on a panel sponsored by the CPA Journal that considered alternative criteria

for the CPA, New York, NY. 04/12/02 Plenary speaker at the American Accounting Association’s Southeast Region’s

annual meeting in Covington, KY 04/18/02 Facilitated a panel discussion related to the Enron debacle at the American

Accounting Association’s Northeast Region’s annual meeting in Providence, RI. 04/20/02 Plenary speaker at the American Accounting Association’s Northeast Region’s

annual meeting in Providence, RI. 04/26/02 Plenary speaker at the American Accounting Association’s Mid Atlantic Region’s

annual meeting in Baltimore MA.

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05/11/02 Gave an all day teaching seminar related to my Navigating Accounting software-text product at Saint Louis University, St. Louis, MO. (Joint with Carolyn R. Wilson)

05/16/02 Gave a luncheon speech on the Enron debacle to the Boston Security Analyst

Foundation, Boston, MA 05/31/02 Plenary speaker at the Canadian Academic Accounting Association’s annual meeting

in Montreal, CA. 06/01/02 Gave a two-hour teaching seminar at the Canadian Academic Accounting

Association’s annual meeting in Montreal, CA. 06/12/02 Served on a panel discussing the Enron debacle at the Hill and Barlow law firm,

Boston, MA 06/14/02 Facilitated a discussion with the Boston College Accounting Advisory Board,

Chestnut Hill, MA 08/12/02 Increasing teaching effectiveness with graduate students, KPMG Ph.D. Project, San

Antonio, TX 08/15/02 Teaching seminar on Yum video created by big-5 accounting firms, San Antonio, TX 08/17/02 Presidential address at the 2002 AAA annual meeting, San Antonio, TX 10/19/02 Succeeding in the new environment, Connecticut Accounting Forum for Educators 11/13/02 Panel on education reform, 9

th World Congress of Accounting Educators, Hong Kong

11/13/02 Teaching workshop at Hong Kong Polytechnic University, Hong Kong 11/20/02 How U.S. companies are trying to restructure themselves to gain public trust and the

implications for Asian companies, keynote speaker at Dow Jones Asia Management Forum, Hong Kong

11/21/02 Educating accountants for life-long learning, plenary speaker at 16

th World Congress

of Accountants, Hong Kong 11/25/02 How U.S. companies are trying to restructure themselves to gain public trust and the

implications for Asian companies and a teaching workshop, Tsinghua University, Beijing, China

11/26/02 How U.S. companies are trying to restructure themselves to gain public trust and the

implications for Asian companies, CSRC, Beijing, China 01/10/03 How U.S. companies are trying to restructure themselves to gain public trust and the

implications for Asian companies, Zhejiang University of Finance and Economics, Hangzhou ,China

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01/23/03 How U.S. companies are trying to restructure themselves to gain public trust and the

implications for Asian companies, Michelin Tires North America, Greenville, South Carolina

01/29/03 The challenge: raising the research and teaching hurdles without increasing resources,

Bentley College Provost Speaker Series, Boston, Massachusetts 02/01/03 Teaching earnings management cases, AAA Financial Reporting and Accounting

Mid-year Meeting, Orlando, Florida 02/07/03 Plenary speaker, AAA New Faculty Consortium, Leesburg, Virginia 02/25/03 Developing principles that will guide and motivate yourself and others, Freshman

Emerging Leaders Program, Boston College, Chestnut Hills, Massachusetts 04/12/03 Association journals update, AAA Mid-West Regional Meeting, St Louis, Missouri 04/26/03 Succeeding in the new environment, AAA Western Regional Meeting, Breckenridge,

Colorado 05/02/03 Freeing up time for critical thinking, British Columbia Chartered Accountants

Association Educators’ Conference, Vancouver, British Columbia, Canada (6 hour workshop)

05/15/03 How U.S. companies are trying to restructure themselves to gain public trust, Boston

Consortium for Higher Education, Boston Massachusetts 05/16/03 MBA farewell address, Boston College, Chestnut Hill, Massachusetts 05/23/03 Freeing up time for critical thinking, University of Waterloo, Waterloo, Ontario

Canada (6 hour workshop) 05/30/03 Applied accounting research, Canadian Accounting Association Annual Meeting

plenary speaker, Ottawa, Ontario, Canada 06/06/03 How U.S. companies are trying to restructure themselves to gain public trust, Boston

College Accounting Department Advisory Board, Chestnut Hill, Massachusetts 06/29/03 Plenary speaker, AAA Doctoral Consortium, North Lake Tahoe, California 07/16/03 How U.S. companies are trying to restructure themselves to gain public trust, ALBA

University MBAs visiting Boston College , Chestnut Hill, Massachusetts 08/02/03 A framework for analyzing two big waves of change – recent accounting scandals

and reforms, 10th Annual Conference of the Ph.D. Accounting Doctoral Students

Association plenary speaker, Honolulu, Hawaii

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10/30/03 Motivating Class Participation, 2003 Colloquium on Change in Accounting Education, Albuquerque, New Mexico

02/06/04 Plenary speaker, AAA New Faculty Consortium, Leesburg, Virginia 03/25/04 Proposed Act to Promote the Financial Integrity of Massachusetts’ Public Charities:

Comparison to Sarbanes-Oxley 05/01/04 Framework for Understanding Recent Reporting Scandals and Reforms, Boston

College Alumni Association, Boston, MA 06/16/04 Plenary speaker, AAA Doctoral Consortium, North Lake Tahoe, California 07/01/04 Keynote speaker, International Association of Accounting Educators and Researchers

Conference, Durban South Africa 08/08/04 Integrating Teaching and Research 3-hour workshop, American Accounting

Association Annual Meeting, Orlando, Florida 08/08/05 Panel on Taking Back the Classroom, American Accounting Association Annual

Meeting, Orlando, Florida 09/23/04 Framework for Understanding Recent Reporting Scandals and Reforms, Mind-the-

GAAP Accounting and SEC Updates Conference, Greenwich, Connecticut 10/23/04 Motivating Class Participation, 2004 Colloquium on Change in Accounting

Education, Sedona, Arizona 01/29/05 Mastering the Case Method, 2005 American Accounting Association Financial

Accounting and Reporting Section Midyear meeting, San Diego, CA 02/04/05 Plenary speaker, AAA New Faculty Consortium, Leesburg, Virginia 03/10/05 Freeing Up Time For Critical Thinking, University College Dublin, Dublin, Ireland 03/11/05 Integrating Teaching and Research, Ireland Accounting and Finance Association

Seminar, Dublin City University, Dublin, Ireland 05/03/05 Panel on Taking Back the Classroom, Canadian Accounting Association Annual

Meeting, Quebec City, Quebec, Canada 05/02/05 Plenary speaker, Canadian Accounting Association Annual Meeting, Quebec City,

Quebec, Canada 08/08/05 Outstanding Accounting Educator Acceptance Speech, American Accounting

Association Annual Meeting, San Francisco, CA

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08/08/05 Panel on Motivating Class Preparation, American Accounting Association Annual Meeting, San Francisco, CA

08/09/05 Mastering the Case Method, American Accounting Association Annual Meeting, San

Francisco, CA 01/27/06 Mastering Alternative Teaching Methods, American Accounting Association

Financial Reporting Section Mid-Year Meeting, Atlanta, GA 02/02/06 Plenary speaker, AAA New Faculty Consortium, Leesburg, Virginia 03/31/06 Mastering Alternative Teaching Methods, American Accounting Association South

East Region Annual Meeting, Knoxville, TN 12/11/06 Developed and lead half day workshop for University Advancement on assessing

individuals’ and corporations’ capacity and affinity to give to Boston College 01/20/07 Facilitating Critical Thinking, American Accounting Association Financial Reporting

Section Mid-Year Meeting, San Antonio Texas 01/26/07 Plenary speaker, AAA New Faculty Consortium, Leesburg, Virginia 02/08/07 Principles versus Rules and Fair versus Unfair Values, Boston Security Analysts

Society, Boston Massachusetts 03/22/07 Backdating Stock Options, Lead interactive session with prospective Boston College

MBA students 04/19/07 Backdating Stock Options, Lead interactive session with prospective Boston College

MBA students 08/14/07 Mastering the Case Method, American Accounting Association Annual Meeting,

Chicago, Illinois 08/14/07 Facilitating Critical Thinking, American Accounting Association Annual Meeting,

Chicago, Illinois 04/19/08 Mastering the Case Method, American Accounting Association Workshop for

Accounting Professionals Considering Teaching, New York, NY 08/02/08 Mastering the Case Method, American Accounting Association Annual Meeting,

Anaheim, California 07/31/09 Teaching Students How to Make Informed Judgments, American Accounting

Association Annual Meeting, New York, NY 10/24/09 Plenary speaker, Facilitating Critical Thinking, XXVII Inter-American Accounting

Conference, Cancun, Mexico

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10/24/09 Teaching Students How to Make Informed Judgments, XXVII Inter-American

Accounting Conference, Cancun, Mexico (Joint with Carolyn R. Wilson) 11/07/09 Teaching Students How to Make Informed Judgments, North East Regional Meeting

of American Accounting Association Annual Meeting, Boston, MA (Joint with Carolyn R. Wilson)

03/26/10 Overcoming the Barriers Between Your Ears, Executive Lecture Series, Lake-Sumter

Community College, Leesburg, FL 04/10/10 Teaching Students How to Make Informed Judgments, Southeastern Regional

Meeting of American Accounting Association, Mobil, AL (Joint with Carolyn R. Wilson)

04/30/10 Overcoming the Barriers Between Your Ears, Western Regional Meeting of

American Accounting Association Annual Meeting, Portland, OR 05/01/10 Teaching Students How to Make Informed Judgments, Western Regional Meeting of

American Accounting Association, Portland, OR (Joint with Carolyn R. Wilson) 05/08/10 Teaching Students How to Make Informed Judgments, Ohio Regional Meeting of

American Accounting Association, Columbus, OH (Joint with Carolyn R. Wilson) 05/18/10 Facilitating Learning with Lecture Capture, Boston College 2010 e-Teaching Day

(Joint with Carolyn R. Wilson) 10/14/10 Moderated Regulation in the Audit Profession: Yesterday, Today, and Tomorrow at

the Security and Exchange Historical Society, Washington DC. 10/22/10 Teaching Students How to Make Informed Judgments, Midwest Regional Meeting of

American Accounting Association, Oakbrook IL. (Joint with Carolyn R. Wilson) 02/04/11 Incorporating Judgment into Your Courses, Teaching and Learning Section of

American Accounting Association Mid-year Meeting, on-line webcast (Joint with Carolyn R. Wilson)

10/07/11 Using Technology to Free Up time for Critical Thinking, American Accounting

Association Annual Meeting, Denver, CO (Joint with Carolyn R. Wilson) 08/28/11 IFRS and Emerging Issues in Accounting, Massachusetts Association or Accounting

Professors Annual Meeting, Framingham, MA 02/03/12 Plenary speaker, AAA New Faculty Consortium, Leesburg, Virginia 06/06/12 Flipping the Classroom, All-day workshop, University of British Columbia Okanagan

Campus, Okanagan, British Columbia (Joint with Carolyn R. Wilson)

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08/06/12 Keynote Speaker: Flip or be Flipped, American Accounting Association Teaching,

Learning, and Curriculum Section Annual Meeting, Washington, DC 08/10/12 Flipping the Classroom, All-day workshop, Texas Christian University, Fort Worth,

TX (Joint with Carolyn R. Wilson) 08/28/12 Motivating Preparation and Participation, Boston College New Faculty 09/26/12 Motivating Preparation and Participation, Boston College Part-time Faculty 11/09/12 Keynote Speaker: Flip or be Flipped, Knowledge Globalization Conference, Boston,

MA (Joint with Carolyn R. Wilson) 02/01/13 Plenary Speaker: Embracing Changes and Teaching Effectiveness – Flipping the

Classroom, AAA New Faculty Consortium, Leesburg, Virginia 04/05/13 Plenary Speaker: Big Changes on the Accounting Horizon With or Without IFRS,

Massachusetts Business Educators Association Conference, Boston, MA. 05/07/13 Flipping the Classroom, All-day workshop, University of Texas, Austin, TX (Joint

with Carolyn R. Wilson) 05/07/13 Flipping the Classroom, All-day workshop, Canadian Academic Accounting

Association Annual Meeting, Montreal, Quebec (Joint with Carolyn R. Wilson) 05/07/13 Plenary Speaker: Weathering the MOOC Storm—Moving Up the Flip Continuum,

Canadian Academic Accounting Association Annual Meeting, Montreal, Quebec (Joint with Carolyn R. Wilson)

08/04/13 Flipping the Classroom, half-day workshop, American Accounting Association

Annual Meeting, Anaheim, CA (Joint with Carolyn R. Wilson) 08/06/13 Pathways Vision Model for Accounting Education, American Accounting

Association Annual Meeting, Anaheim, CA (Joint with Ellen Glazerman, Leslie Knowlton, Mike Tiller, and Carolyn R. Wilson,)