TEACHING of Taxation courses
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1 Greg Geisler (January 2015) University of Missouri-St. Louis, College of Business Administration, Accounting Department 1 University Blvd., St. Louis, MO geisler@umsl.edu (cell) WORK EXPERIENCE, EDUCATION and PROFESSIONAL CERTIFICATION Associate Professor, University of Missouri-St. Louis 2002 present Visiting Assistant Professor, Indiana University-Bloomington Assistant Professor, Georgia State University Ph.D., Accounting, University of North Carolina at Chapel Hill 1995 Lecturer, University of North Carolina at Chapel Hill Research Assistant, Professors Julie Collins and Doug Shackelford Analyst, PricewaterhouseCoopers Tax Policy Economics Group, Washington D.C M.B.A., University of Pittsburgh 1990 Senior Tax Accountant, Touche Ross (now, Deloitte), Pittsburgh PA Tax Accountant, Kavanagh and Milano P.C., Pittsburgh PA Certified Public Accountant (Pennsylvania) (inactive) B.B.A., Accounting, University of Notre Dame 1984 TEACHING of Taxation courses Federal Income Tax (BSA) 2002 present Tax Seminar: Taxes and Investments (MACC) 2010 present Advanced Federal Income Tax: Business Taxation (MACC) , 2015 Advanced Tax Topics: Taxes and Investments (MACC) (½ of 3 credit course) Taxes and Manager s Decisions (MBA) Taxes and Decision Making (Indiana Univ.) 2002 Tax Analysis (at IU) 2002 Taxation of Corps, S Corporations, & Shareholders (at Georgia St. U) (MTx) Introduction to Federal Income Taxation (at GSU) TEACHING RELATED AWARDS and GRANTS UMSL Summer Research and Teaching Grants Program 2008, 2013 Governor s Excellence in Teaching Award (awarded to one UMSL professor per year) 2006 American Taxation Association / Deloitte & Touche Teaching Innovation Award for M. Tx. Writing Web Site (one of seven coauthors) 2004 UMSL Recipient of Certificate of Exemplary [Blackboard] Integration (i.e.,course website) 2002 GSU Biannual Accounting Junior Faculty Outstanding Teacher Award 2000 GSU Center for Teaching and Learning Instructional Improvement Grants 1999, 2000 OTHER TEACHING RELATED ACTIVITIES Require iclickers (i.e., student response device) for all courses I teach every year (since 2008) Coauthor of a web site ( M. Tx. Writing Web Site, at that develops written communication skills of students through lessons, examples, & self-tests 2004 University of Missouri system New Faculty Teaching Scholars program ADVISING of Students Faculty Sponsor of Accounting Internship (in taxation) for Academic Credit (Acctng 3490 and 5490): 50 students since 2005 Faculty Sponsor of Accounting Independent Research (Acctng 5499) for student leaders of
2 Volunteer Income Tax Assistance (VITA) program: 4 students in 2014 PUBLISHED RESEARCH Understand the Key Differences in MO, IL, and KS When Advising Clients on 529 Plans, with Stephen Moehrle, The Asset, January, 2015: Traditional versus Roth 401(k) Contributions: The Effect of Employer Matches, Journal of Financial Planning, October 2014: Retirement Account Options When Beginning a Career, Journal of Financial Service Professionals, May 2014: Federal Income Tax Laws That Cause Individuals Marginal and Statutory Tax Rates to Differ, Journal of Accounting Education, 2013, Vol. 31, Issue 4: The Effect of State Taxes on Baseball Free Agents, w/ Stephen Moehrle, State Tax Notes, March 18, 2013: Missouri Tax Savings Are the MOST, with Stephen Moehrle, The Asset, November, 2011: Taking Stock of Employee Stock Purchase Plans, with Tim Farmer, Journal of Accountancy, May, 2007: MO$T (Missouri s 529 college savings plan) is a Must, The Asset, March, 2007: 7 Comments on Stock Option Exercise Date Manipulation, Tax Notes, January 15, 2007: Ranking the choices between retirement savings, college savings, other investing, and paying off debts, Journal of Accountancy, September, 2006: An AMT Trap That Caught Teresa Heinz Kerry in 2003, Tax Notes, July 18, 2005: The Use of Compensation for Tax Avoidance by Owners of Privately-Held Corporations, with Sally Wallace, Journal of American Taxation Association, Spring 2005, Volume 27, Number 1:73 90 Current Year Tax Laws that Cause Low Visibility of an Individual s Effective Marginal Tax Rate, with Ernie Larkins, Tax Notes, November 3, 2003: Retirement Savings Credit: Investing $1,500 at a Cost of $284, with Kelley Wingbermuehle, Tax Notes, July 7, 2003: Marginal Tax Rates on Foreign Profits of U.S. Multinationals, with Ernie Larkins, Advances in Taxation, 2002, Vol. 14: Equity Security Investments: Evidence on Tax-Induced Dividend Clienteles, Journal of American Taxation Association, Spring 2000, Volume 22, Number 1:1 17.
3 Implementing Teaching Portfolios and Peer Reviews of Tax Courses, with Michael Calegari and Ernest Larkins, Journal of American Taxation Association (Educator s Forum), Fall 1999, Volume 21, Number 2: The Effects of Taxes, Regulation, Earnings, and Organizational Form on Life Insurers Investment Portfolio Realizations, with Julie Collins and Douglas Shackelford, Journal of Accounting and Economics 1997, Volume 24, Number 3: Selling a Principal Residence After TRA 97, with Nell Adkins and Steven Thompson, The Tax Adviser, February 1998: The Disparate Treatment of Mobile and Long-Term Homeowners Under the New Home Sale Rules, with Michael Calegari, Real Estate Tax Digest, May 1998, Vol 16, #5: PRESENTATIONS The following were based on a competitive application process: American Accounting Association annual meeting 2011, 2013, 2014 American Taxation Association Mid-Year Meeting 1998, 2014 Focus on Teaching & Technology - A Regional Conference (UMSL), 2008, 2010, 2013 American Accounting Assoc. annual meeting: Effective Learning Strategies 2006, 07, 09, 11 Midwest Regional Meeting-American Accounting Association, 2003, 2007 American Accounting Association annual meeting: Research Forum 1997, 2001, 2002 Southeast Summer Accounting Research Conference 1995, 1997, 2000 The following were invited: UMSL College of Business faculty Teach It Forward 2015 UMSL Beta Alpha Psi 2008, 2011 UMSL Accounting Club 2010 UMSL Staff Association 2008 UMSL CoBA s Breakfast and Business 2006, 2007, 2009 UMSL Peer Evaluation of Group Writing Projects (with 3 or more group members) 2007 St. Louis chapter of Institute of Management Accountants 2007 UMSL Engaging Learners with Clickers in the Classroom 2006 Southeastern Regional Meeting-American Accounting Association (Discussant) 1999 Southeastern Regional Meeting-Doctoral Consortium 1998 Center for Economic Policy Research/Stanford University Annual Workshop on Life Insurance Taxation 1993 SERVICE UMSL: Member of UMSL Budget and Planning Committee Chair of UMSL Accounting Department s Scholarships Committee Coordinator: UMSL Accounting Dept. s Accounting Internship for Academic Credit University of Missouri System Research Board: Peer review of paper submitted for funding 2015 Organizer: Accounting Professional Skills workshop (1 st through 5 th annual) Prepare students for job interviews Member of UMSL Accounting Advisory Board 2009 present Chair of Accounting Department s Faculty Recruiting Committee Organizer: UMSL Accounting Program Points of Pride brochure 2011
4 Member of Ad Personam Committee for Review of Natalia Mintchik s Promotion&Tenure 2011 Train/teach all students in Volunteer Income Tax Assistance (VITA) program Member of UMSL AACSB Accounting Accreditation maintenance committee , Chair of Ad Personam Committee for Review of Pamela Stuerke s Promotion and Tenure 2008 Member of UMSL Accounting Area Scholarships Committee Coordinator: Steve Moehrle s nomination for UMSL Chancellor s teaching excellence award 07 Chair of UMSL College of Business Admin. (CBA) Undergrad Studies Committee Developing revised UMSL CBA Graduation and Retention Requirements 2007 Developed UMSL CBA Admission Requirements. Approved by full CBA faculty 2006 Chair of UMSL CBA Post-Tenure Review Ad Hoc Committee Developed UMSL CBA Post-Tenure Standards. Approved by tenured CBA faculty 06 Member of UMSL CBA Faculty Research and Development Committee Member of UMSL Accounting Area Faculty Recruiting Committee , 2008, 2013 Member of UMSL CBA ad personam committee- Dr. Jennifer Reynolds-Moehrle s T&P application Member of UMSL CBA Undergraduate Studies Committee GSU: Member of GSU Accounting Faculty Recruiting Committee 2001 Member of GSU Master of Taxation Program Assessment Committee Member of two dissertation committees at GSU Reviewer: Member of Issues in Accounting Education Editorial Board Member of Journal of American Taxation Association Editorial Board , Ad Hoc Reviewer for Accounting and Business Research 2013 Ad Hoc Reviewer for Journal of American Taxation Association 2002, 2006, 2008 Ad Hoc Reviewer for Contemporary Accounting Research 2004 External Reviewer of Research, Prof. Lynn Jones of Univ. of N. Florida (for tenure) 2008 American Taxation Association: Member of Deloitte Tax Teaching Innovation Award Committee , Chair of PricewaterhouseCoopers (PWC) Dissertation Award Committee 2007 Member of PWC Dissertation Award Committee 1996, 97, 2000, 02, 05, 06, 08, 12 Member of Tax Manuscript Award Committee 1998, 1999, 2001, 2003, 2004, 2006 Other: Quoted on front page of first section in St. Louis Post-Dispatch 2014 Featured in UMSL Daily: Quoted in Business section of USAToday.com 2014 Quoted on front page of Business section in St. Louis Post-Dispatch 2005, 06, 09 Quoted in Personal Finance column of Business section in St. Louis Post-Dispatch 2008 MONETARY AWARDS GSU Research Program Course Releases (for working papers) 1997, 2000 Ernst & Young Doctoral Dissertation Fellowship Coopers & Lybrand (now PWC) Scholar (Fellowship) Associates Fellowship (University of Pittsburgh)
5 PARTICIPANT (by invitation): University of Illinois (biannual) Tax Symposium 2001, 2003 University of North Carolina Tax Symposium , 2009 COMMUNITY RELATED SERVICE CYC/West County league Basketball Treasurer ; St. Richard Parish Picnic Treasurer St. Richard Basketball Coordinator St. Richard Men s Club Treasurer St. Richard Athletics: Asst. Coach and Head Coach (volleyball, basketball, softball) References, teaching evaluations and research work in progress are available upon request.
Michael J. Calegari CURRICULUM VITAE. Professional Experience
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ERIC E. SPIRES. Ph.D. May 1987, University of Illinois (major - accounting; special area - auditing; minor - statistics and experimental design)
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PROFESSIONAL EXPERIENCE
Lamont K. Black DePaul University Email: lblack6@depaul.edu Driehaus College of Business Office: 312.362.5617 Department of Finance Cell: 703.677.7380 1 East Jackson Blvd., Suite 5500 Fax: 312.362.6566
Instructed undergraduate Health Administration courses in the above subject areas using Blackboard enhancement components
1 Jennifer Beth Groebner, Ed.D, MHA, BSN, RN jgroebner@govst.edu Office: 708-534-4028 EMPLOYMENT EXPERIENCE (ACADEMIC SETTING) GOVERNORS STATE UNIVERSITY, University Park, IL 1999-present Undergraduate
Reynolds Center, Rm. 132A, Winston-Salem, NC 27110 (336) 750-2346
CURRICULUM VITAE LYNETTE I. WOOD Winston-Salem State University woodl@wssu.edu Reynolds Center, Rm. 132A, Winston-Salem, NC 27110 (336) 750-2346 Education Ph.D., Accounting, Indiana University, August
SUNIL DUTTA Curriculum Vitae December, 2013
SUNIL DUTTA Curriculum Vitae December, 2013 ADDRESS Haas School of Business University of California Berkeley, CA 94720. Phone: 510-643-1229 E-mail: dutta@haas.berkeley.edu ACADEMIC POSITIONS 2008 - Egon
JOSHUA R. PIERCE. Corporate Finance, International Finance, Financial Constraints, Labor Markets, Risk Management, Capital Structure
JOSHUA R. PIERCE Office Address: University of Kentucky Gatton College of Business 550 S. Limestone St. Lexington, KY 40526 Contact Information: joshua.pierce@uky.edu 859-257-2882 EDUCATION Ph.D. in Business
Schmidt, J. 2012. Perceived auditor independence and audit litigation: The role of nonaudit services fees. The Accounting Review 87 (3):1033-1065.
Jaime J. Schmidt, CPA, Ph.D. The University of Texas at Austin Cell Phone: (512) 809-0416 McCombs School of Business Work Phone: (512) 471-6434 1 University Station, B6400 Fax Number: (512) 471-3904 Austin,
ALEXANDRE M. BAPTISTA
ALEXANDRE M. BAPTISTA November 2015 The George Washington University Tel.: (202) 994-3309 Department of Finance Fax: (202) 994-5014 2201 G Street NW, Funger Hall, Suite 501 alexbapt@gwu.edu Washington,
CURRICULUM VITAE. Danny L. Rhodes
CURRICULUM VITAE Danny L. Rhodes Anderson University 139 Martin s Pointe Dr. PO Box 1163 Seneca, SC 29678 316 Boulevard 864-985-1550 Anderson, SC 29621 864-231-2086 drhodes@andersonuniversity.edu EDUCATION:
School of Accounting Florida International University Strategic Plan 2012-2017
School of Accounting Florida International University Strategic Plan 2012-2017 As Florida International University implements its Worlds Ahead strategic plan, the School of Accounting (SOA) will pursue
Joshua G. Rosett PUBLICATIONS. Refereed Journal Articles
Joshua G. Rosett Curb Family Associate Professor of Business and Law and George R. Roberts Fellow Robert Day School of Economics and Finance Claremont McKenna College 500 E. 9 th St. Claremont, CA 91711
TIMOTHY E. JARES. 501 20th Street - CB #128 e-mail: tim.jares@unco.edu Greeley, CO 80639 OBJECTIVE
ATTACHMENT A VITA SUMMARY TIMOTHY E. JARES University of Northern Colorado (970) 351-2347 (office) Monfort College of Business (MCB) (970) 590-7796 (cell) 501 20th Street - CB #128 e-mail: tim.jares@unco.edu
Taking Bold Steps. Taking Bold Steps.
Taking Bold Steps. Taking Bold Steps. Introduction Faculty, staff, and students at Indiana University Kokomo revisited the campus 2011-2015 strategic plan in response to a call for a university wide strategic
CURRICULUM VITA J. WILLIAM HARDEN, Ph.D., CPA, ChFC. General Information. Education. Ph.D. Business Administration (Accounting) Master of Taxation
CURRICULUM VITA J. WILLIAM HARDEN, Ph.D., CPA, ChFC General Information University Address Department of Accounting Bryan School of Business and Economics UNC Greensboro P.O. Box 26165 Greensboro, NC 27402-6165
business.uoregon.edu/accounting Accreditation Engaging with Faculty and Students Engaging with Business blogs.uoregon.edu/beta/
The Master of Accounting (MAcc) program at the University of Oregon s Lundquist College of Business accelerates each student s professional development. Through a curriculum and culture that supports a
National Rankings AND RECOGNITION. Bloomberg Businessweek. Princeton Review. Hispanic Business. Since 2007 inaugural rankings.
MASTER S PROGRAMS National Rankings AND RECOGNITION g Top 100 for Part-time MBA Program Bloomberg Businessweek Since 2007 inaugural rankings g Top 10 MBA Program for Minorities Princeton Review Since 2006
Michael A. Guillemette
Michael A. Guillemette Office Address: Office: (573) 884-9188 239B Stanley Hall Cell: (678) 361-7269 University of Missouri E-mail: guillemettem@missouri.edu Columbia, MO 65211 EDUCATION Ph.D. in Personal
Academic Degrees. Professional Experience. Professional Licensures
Dorothy Elizabeth Haynes, Ph.D. Associate Professor School of Library and Information Science College of Education and Psychology The University of Southern Mississippi 118 College Dr. #5146 Hattiesburg,
CORNEILL A. STEPHENS
Business Address Georgia State University College of Law University Plaza Atlanta, Georgia 30303 (404) 413-9198 Education CORNEILL A. STEPHENS UNIVERSITY OF CHICAGO LAW SCHOOL. Chicago, Illinois. Juris
Kendall O. Bowlin The University of Mississippi
Kendall O. Bowlin The University of Mississippi Patterson School of Accountancy Ph: (662) 715-9769 The University of Mississippi Fax: (662) 915-7483 200 Conner Hall kobowlin@olemiss.edu University, MS
ELLEN E. ENGEL. Education Stanford University, Graduate School of Business, Ph.D. - Accounting, 1997.
ELLEN E. ENGEL University of Chicago Booth School of Business 5807 South Woodlawn Avenue Chicago, IL 60637 Office Phone: (773) 834-0966 Mobile Phone: (847) 644-2961 ellen.engel@chicagobooth.edu Academic
Olumide Ijose, PhD oijose@govst.edu
Olumide Ijose, PhD oijose@govst.edu ACADEMIC BACKGROUND 1989: Doctor of Philosophy (PHD), The Ohio State University, Fisher School of Business 1987: Masters of Labor and Human Resources, The Ohio State
VITA. Annie S. McGowan Associate Professor, Accounting
Texas A&M University Mays Business School Department of Accounting (4353 TAMU) College Station, Texas 77843-4353 (979) 845-2055 E-mail AMcGowan@Mays.tamu.edu Education: VITA Annie S. McGowan Associate
University of Minnesota Law School (612) 624-2951
Gregg D. Polsky University of Minnesota Law School (612) 624-2951 229-19th Avenue South polsk001@umn.edu Minneapolis, MN 55455 Current Position July 2005 - present Associate Professor of Law (with tenure)
Certifications Certified Public Accountant, South Carolina INTELLECTUAL CONTRIBUTIONS: Refereed Articles
Robin R. Pennington, Ph.D. Assistant Professor Department of Accounting North Carolina State University Campus Box 8113 Raleigh, NC 27695-8113 Phone: 919.515.4509 Fax: 919.515.4446 robin_pennington@ncsu.edu
The Paul Merage School of Business, SB 442 University of California, Irvine Phone: (917) 882-8432
LUCILE FAUREL The Paul Merage School of Business, SB 442 University of California, Irvine Phone: (917) 882-8432 Irvine, CA 92697-3125 lfaurel@uci.edu WORK EXPERIENCE University of California, Irvine, CA
MICHAEL WILLENBORG. Teaching Interests Financial accounting undergraduate, MBA, and executive levels; Auditing PhD level.
August 2015 MICHAEL WILLENBORG Education Pennsylvania State University. Ph.D. in Accounting and Economics, May 1996 Fordham University. MBA in Finance, July 1981 Bucknell University. BSBA in Accounting,
Amit Joshi EDUCATION. Ph.D. in Management, Anderson Graduate School of Management, University of California, Los Angeles (UCLA), Los Angeles, CA
Amit Joshi College of Business Administration, University of Central Florida Department of Marketing, CBA, BA-II, 308V Orlando, FL 32816-1400 Tel: (O) (407) 823 5355; (C) (407) 405 0806 amit.joshi@ucf.edu
Regina M. Matheson, PhD. Curriculum Vitae
Regina M. Matheson, PhD. Curriculum Vitae Office Address: St. Ambrose University Phone: (563) 333-5838 518 West Locust Davenport, IA 52803 Email Address: RMStephens@aol.com OR MathesonReginaM@sau.edu Areas
DALE L. DAVISON, Ph.D., CPA ACADEMIC RESUME. 7742 E. Pleasant Run (H) 480-350-7633 Scottsdale, AZ 85258 (C) 480-980-7170
DALE L. DAVISON, Ph.D., CPA ACADEMIC RESUME 7742 E. Pleasant Run (H) 480-350-7633 Scottsdale, AZ 85258 (C) 480-980-7170 Education Ph.D. M.B.A. B.S. University of Georgia Major Field: Accounting University
./Steven R. Toaddy CURRICULUM VITAE
./Steven R. Toaddy CURRICULUM VITAE EMAIL: TOADDY@LATECH.EDU PHONE: +1.318.257.3058 EMPLOYMENT Assistant Professor, Industrial/Organizational Psychology Louisiana Tech University, Ruston, LA 2013 Lecturer,
Scott McElfresh 209 Belmont Circle, Farmville, VA 23901 ScottMcElfresh@acm.org (434) 315-0055
Scott McElfresh 209 Belmont Circle, Farmville, VA 23901 ScottMcElfresh@acm.org (434) 315-0055 EDUCATION: Dartmouth College, Hanover, New Hampshire M.S. in Computer Science, 1994 PhD in Computer Science,