CURRICULUM VITAE. ADAM JEROME MYERS III Texas A&M University (979)
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1 CURRICULUM VITAE ADAM JEROME MYERS III Texas A&M University (979) Mays Business School Wehner 460, ACCT College Station, TX EDUCATION JURIS DOCTOR HARVARD LAW SCHOOL (1985) Cambridge, MA WRITTEN WORK REQUIREMENT (Prof. Bernard Wolfman, advisor): Auditors and the IRS Summons: Using Attorney-Client Privilege and Work Product Doctrine to Protect the Analysis of Contingent Tax Liability, 4 Boston University Journal of Tax Law 25 (Winter 1986) TAX, ACCOUNTING, AND BUSINESS ELECTIVES (including 18 credit hours in tax and accounting) Taxation Tax: Partners/Partnerships Comparative Tax Policy Developing Countries & Transnational Investments Accounting Business Lawyer Tax: Corporate Transactions Business Planning Legal Profession & Tax Real Estate Planning Commercial Transactions New Technology and the Law Labor Law BACHELOR OF SCIENCE AND THE THE PENNSYLVANIA STATE UNIVERSITY (1973) HONORS PROGRAM IN ACCOUNTING University Park, PA THESIS (Prof. William J. Schrader & Prof. G. Edward Philips, panel): Law and Accounting for Leases NONDEGREE GRADUATE HOURS Accounting, 12 credit hours TEXAS A&M UNIVERSITY, Mays Business School (2010 to 2011) College Station, TX Finance and Economics, 6 credit hours TEMPLE UNIVERSITY (1981) Philadelphia, PA PROFESSIONAL LICENSES, DESIGNATIONS, AND MEMBERSHIPS ATTORNEY AND COUNSELOR AT LAW, State Bar of California, License (June 1986 to Present) CERTIFIED PUBLIC ACCOUNTANT, California Board of Accountancy, License CPA (1986 to Present) CERTIFIED PUBLIC ACCOUNTANT, Pennsylvania State Board of Accountancy, License CA010677L (July 1975 to April 1986, following two-year experience prerequisite for exam) CHARTERED GLOBAL MANAGEMENT ACCOUNTANT, American Institute of Certified Public Accountants, License (August 2012 to Present) AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS (August 1976 to Present) CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS (1999 to Present) BETA ALPHA PSI, The National Accounting Fraternity (Beta Theta, May 1972 to Present) DELTA SIGMA PI, Professional Business Fraternity Faculty Advisor, Texas A&M University (Lambda Nu, May 2011 to Present) Member, The Pennsylvania State University, University Park (Alpha Gamma, May 1972 to Present) NATIONAL ASSOCIATION OF BLACK ACCOUNTANTS (May 1972 to Present) Founding member of Philadelphia, PA chapter Life Member
2 TEXAS A&M UNIVERSITY MAYS BUSINESS SCHOOL DEPARTMENT OF ACCOUNTING College Station, TX Summer 2007 to Present Rank: SENIOR LECTURER Years of Service: 6 COURSES TAUGHT Undergraduate ACCT 229 ACCT 405 ACCT 426 ACCT 450 ACCT 408 ACCT 410 Graduate ACCT 640 ACCT 680 ACCT 650 Introductory Accounting Financial Income Tax Taxation of Low-Income Filers Accounting Ethics Internal Audit (guest lecturer, Internal Audit and Sarbanes-Oxley ) Fraud Examination (guest lecturer, Legal Aspects of Fraud Examination ) Accounting Concepts and Procedures I Tax Research and Policy Accounting Ethics Mays Business School Faculty Senate, Mays Caucus leader Mays Executive Committee, faculty representative Business Careers Awareness Program, faculty African-American Business Society/National Association of Black Accountants, advisor Delta Sigma Pi, professional business fraternity, advisor University Faculty Senate, Mays representative Faculty Senate, Executive Committee member Faculty Senate, member of Legislative Affairs and Planning Committees, and Diversity Subcommittee Faculty Senate, representative for commencement Honor Council, Mays representative Black Faculty Alliance, Steering Committee member African-American Professional Organization, Finance Committee Chair African-American Professional Organization Lecture Series presentation, The Real Boston Tea Party: Too Big to Fail, Tax Cut, and AstroTurf Community Blinn College, Achieving the Dream: Community Colleges Count, minority student retention advisory group, member United Way of the Brazos Valley Community Impact Award recipient Community Assessment Team member City of College Station, Consolidated Plan Discussion Group member Profession National Association of Black Accountants, Technical Session presentation, Ethics and Fraud Page 2 of 6
3 VALPARAISO UNIVERSITY SCHOOL OF LAW Valparaiso, IN 1999 to 2003 Rank: ASSOCIATE PROFESSOR OF LAW Years of Service: 4 COURSES TAUGHT Business Associations Law and Accounting Corporate Finance Securities Regulation Trusts and Estates Continuing legal education courses in estate planning and in business entities Law School Minority Law Students Association, advisor Admissions Committee, member and recruiter Computer Committee, member Ad Hoc Committee on Bar Passage, member Faculty Appointments Committee, member On-Campus Interviews Special Committee, member Honor Court, justice Task Force on the Use of Computers in Exams, chair Ad Hoc Committee on Diversity Recruiting Program, member Continuing Education Program, developer and presenter of courses on estate planning and limited liability companies University Books and Coffee, High and Might: SUVs -- The World s Most Dangerous Vehicles and How They Got That Way, book review presenter Community Porter County Hospital System Investigating Committee, chair Community Reads: To Kill a Mockingbird, discussion panel member La-Porter Federal Credit Union, board member THE PENNSYLVANIA STATE UNIVERSITY PENN STATE DICKINSON SCHOOL OF LAW Carlisle, PA (1996 to 1997) Rank: VISITING ASSISTANT PROFESSOR OF LAW Years of Service: 1 Page 3 of 6
4 COURSES TAUGHT Taxation Law and Accounting Business Planning Family Law Clinic (guest lecturer, Income Tax Aspects of Family Law ) Minority Law Students Association, advisor Volunteer Income Tax Assistance Program, advisor MLSA Martin Luther King Day Celebration, keynote speaker Securities Law Moot Court team practice sessions, Justice ATLA Junior Trial Competition, Judge Public Interest Law Fellowship Selection Committee, member UNIVERSITY OF WEST LOS ANGELES SCHOOL OF LAW Inglewood, CA (1991 to 1996, 1997 to 1999) Rank: PROFESSOR Years of Service: 7 COURSES TAUGHT Corporations Contracts Commercial Law Wills and Trusts Taxation Law School Faculty Senate, chair Black Law Students Association, advisor Ad Hoc Committee on University Technology, Co Chair Personnel Committee, member Student teaching assistant program, coordinator Academic Council, chair Dean Search Committee, member Admissions, Academic Standards & Curriculum Committee, member School of Paralegal Studies Interim dean University Interim Vice President of Administration Commencement keynote speaker Long-Range Planning & Budget Committee, member Ad Hoc Committee on University Governance, member Page 4 of 6
5 PUBLICATIONS MISAPPLICATION OF THE ATTORNEY MALPRACTICE PARADIGM TO LITIGATION SERVICES: "SUIT WITHIN A SUIT" SHORTCOMINGS COMPEL WITNESS IMMUNITY FOR EXPERTS, 25 Pepperdine Law Review 1 (1997) (lead article) Cited in the following cases: Marrogi v. Howard, 248 F.3d 382 (5th Cir. 2001), by the United States Court of Appeals, Fifth Circuit, as the source for strong arguments of law and policy that expert witnesses should have absolute immunity from malpractice lawsuits. Marrogi v. Howard, (La. 1/15/02), 805 So.2d 1118 (2002), by the Supreme Court of Louisiana Davis ex rel. Davis v. Wallace, 211 W.Va. 264, 565 S.E.2d 386 (2002), by the Supreme Court of West Virginia Worth Reading, The National Law Journal, June 29, 1998 at A20 ACCOUNT ABILITY: READING THE NEW GUIDE ON CPA REPORTING, Los Angeles Daily Journal & San Francisco Daily Journal (The Practitioner: Expert Witnesses), May 5, 1997, at 7 MEMBER OF THE CLUB: REFLECTIONS ON LIFE IN A RACIALLY POLARIZED WORLD, 27 University of West Los Angeles Law Review 587 (1996) (review of book by Lawrence Otis Graham) AUDITORS AND THE IRS SUMMONS: USING ATTORNEY-CLIENT PRIVILEGE AND WORK PRODUCT DOCTRINE TO PROTECT THE ANALYSIS OF CONTINGENT TAX LIABILITY, 4 Boston University Journal of Tax Law 25 (Winter 1986) OTHER PROFESSIONAL ACADEMIC EXPERIENCE KELLER GRADUATE SCHOOL OF MANAGEMENT OF DEVRY UNIVERSITY Online (2004 to 2010) SENIOR FACULTY - Taught online graduate accounting courses Federal Income Tax Management Accounting Fraud Examination HONDROS COLLEGE Holland, OH (June 2004 to 2007) ADJUNCT FACULTY - Taught undergraduate and continuing education law and ethics courses for real estate agents THE UNIVERSITY OF TOLEDO Toledo, OH (2003) PART-TIME INSTRUCTOR - Taught HIST 3250/AFST 3250, African-American History to 1865 MICHIGAN STATE BOARD OF LAW EXAMINERS (1996 and 1998) AUTHOR - Wrote business law questions included in 1997 and 1998 bar examinations Page 5 of 6
6 LAW PRACTICE EXPERIENCE ADAM MYERS, ESQ., CPA Los Angeles, CA (1991 to 1999) ATTORNEY AND CPA provided accounting, tax, consulting, and legal services to individuals and small businesses AMERICAN ARBITRATION ASSOCIATION Los Angeles, CA (1992 to 1999) ARBITRATOR - Resolved commercial and securities disputes INSTRUCTOR - Taught Arbitration Advocacy for Attorneys course O'MELVENY & MYERS Century City, CA (1989 to 1991) SENIOR ATTORNEY - Advised clients, negotiated terms, and prepared complex documents (including public offering and private placement disclosure documents) in connection with business transactions, including securities and franchising transactions, purchases and sales of businesses, and formation of corporations, joint ventures, and partnerships THELEN, MARRIN, JOHNSON & BRIDGES San Francisco and Los Angeles, CA (1985 to 1989) ATTORNEY - Drafted documents and performed due diligence in connection with merger and acquisition, securities, franchising, and corporate finance transactions SCHNADER, HARRISON, SEGAL & LEWIS Philadelphia, PA (Summer 1984) SUMMER ASSOCIATE ACCOUNTING AND MANAGEMENT EXPERIENCE CITY AND COUNTY OF PHILADELPHIA Philadelphia, PA (1979 to 1982) CHIEF DEPUTY CONTROLLER (top official appointed by the elected Controller) - Approved, and managed audits of, all contracts and expenditures of the city and county TRUSTEE, Philadelphia Board of Pensions and Retirement Ex officio trustee of public employee pension system Investment Committee member Participated in selection of first investment advisors Personally corrected investment policy Designed insured mortgage pool investment to increase portfolio yield Hearing officer - Resolved pension disputes COMMISSIONER, Philadelphia Gas Commission - Ex officio voting member of board of natural gas utility NATIONAL RAILWAY UTILIZATION CORPORATION Philadelphia, PA and Greenville, SC (1979) DIRECTOR OF ACCOUNTING - Immediately after initial public offering, designed, implemented, and supervised financial reporting systems for leasing, manufacturing, shipping, and management company INTERIM ASSISTANT CONTROLLER - Managed of accounting operations and executed disbursements INTERIM OPERATIONS DIVISION MANAGER - Managed boxcar manufacturing PNC FINANCIAL CORPORATION Philadelphia, PA (1976 to 1979) DIRECTOR OF ACCOUNTING - Managed preparation of financial reports to regulators, management, and shareholders ASSISTANT VICE PRESIDENT AND DEPUTY AUDITOR Developed internal audit approach and internal audit procedures for bank holding company and subsidiaries Authored and taught initial formal internal audit training program PRICEWATERHOUSECOOPERS Philadelphia, PA (1972 to 1976) SENIOR ASSOCIATE - Supervised fieldwork for audits of public and private companies and not-for-profit organizations Page 6 of 6
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