Kelly G. Noe Faculty Vita (September 1, August 31, 2013)

Transcription

1 Kelly G. Noe Faculty Vita (September 1, August 31, 2013) Department: School of Accountancy Rank: Assistant Professor Qualification Status: AQ Tenure Status: Tenure Track EDUCATION PHD, Institution: The University of Texas at San Antonio Specialization/Major: Business Administration -Accounting Dissertation: Economic Incentives, Debt Utilization and Charitable Contributions in the Hospice Care Setting MBA, Institution: Stephen F Austin State University Specialization/Major: General Business BS, Institution: University of South Carolina Specialization/Major: General Business Honors: Magna cum laude Associate in Science, Institution: University of South Carolina Specialization/Major: Business PROFESSIONAL EMPLOYMENT Assistant Professor Stephen F. Austin State University, Present Graduate Research Assistant University of Texas at San Antonio, Lecturer I University of Texas at San Antonio, Lecturer - Accounting Department Stephen F. Austin State University, Chief Financial Officer Hospice in the Pines, Position Description: Responsible for all aspects of financial operations, including: financial reporting, payroll, tax reporting, budgeting, financial management and supervision of accounting employees.

2 Accountant ETEX - Agri Supercenter, Position Description: Responsible for all aspects of financial operations, including: financial reporting, payroll, budgeting, accounting cost systems financial contracts and financial management. Finance Senior Accountant County Council of Beaufort County, Position Description: Supervised payroll and accounts payable and responsible for maintaining general ledger. INTELLECTUAL CONTRIBUTIONS Peer Reviewed Journal Articles Noe, K. G., Forgione, D. A. (2013--in press). Economic Incentives in the Hospice Care Setting: A Comparison of For-Profit and Non-Profit Care Providers. To appear in Journal of Public Budgeting, Accounting & Financial Management. Noe, K. G., Smith, P. C. (2013--in press). New Requirements for Hospitals to Maintain Tax-Exempt Status. To appear in Journal of Health Care Finance. Noe, K. G., Ulmer, J. (2013). Embezzlement in the Library. Journal of Business Case Studies, 9(2), Noe, K. G., Smith, P. C., Younis, M. ( Calls for Reform to the U.S. Hospice System. Ageing International, 37(2), Noe, K. G., Smith, P. C. ( Quality Measures for the U.S. Hospice System. Ageing International, 37(2), Noe, K. G. ( We Are Not Publicly Traded And So The Rules Don't Apply... Or Do They... Should They? Journal of Business Case Studies, 8(1), Noe, K. G., Smith, P. C., Younis, M. (2010). Calls for Reform to the U.S. Hospice System. Ageing International, 9, online. Other Related Works Noe, K. G., Smith, P. C. An Analysis of Financial Data for Tax-Exempt Nonprofit Hospitals. (In progress) Noe, K. G., Kelly, M. T. Does Color Really Matter? (In Progress) Noe, K. G., Smith, P. C. Is the Community Health Needs Assessment Replacing the Certificate of Need? Journal of Health Care Finance. (Submitted) Noe, K. G. Charitable Contributions and Quality in the US Hospice Care Setting. Financial Accountability & Management In Government, Public Services and Charities. onlinelibrary.wiley.com/journal/ /(issn) /homepage/contact.html (In Progress)

3 Other Intellectual Contributions Presentations Noe, K. G. (Discussant), American Accounting Association Annual Meeting, "Discussion of Antecedents in the Government - Nonprofit Relationship: The Case of Hospice," American Accounting Association, Anaheim, CA. (August 7, 2013). Noe, K. G. (Presenter & Author), 2013 AIS Educator Conference, "Field-Based Learning Project," AIS Educator Association, Laramie, WY. (June 29, 2013). Noe, K. G. (Presenter & Author), Accounting Education and Research Forum, "The Association of Debt Utilization with Earnings Management in the Hospice Care Setting," Louisiana State University-Shreveport, Shreveport, LA. (November 9, Noe, K. G. (Presenter & Author), Ulmer, J. (Author Only), 2012 Las Vegas International Academic Conference, "Embezzlement Exposures Unique to Non-Profit Organizations," The Clute Institute, Las Vegas, NV. (October 15, Noe, K. G. (Author Only), Forgione, D. A. (Presenter & Author), 2012 American Accounting Association Annual Meeting, "Charitable Contributions and Quality in the US Hospice Care Setting," American Association, Washington, DC. (August 8, Noe, K. G. (Presenter & Author), 2012 European Conference on Health Economics, "Economic Incentives in the Hospice Care Setting: A Comparison of For-Profit and Nonprofit Providers," International Health Economics Association, Zurich Switzerland. (July 20, Noe, K. G. (Author Only), Forgione, D. A. (Presenter & Author), Government Nonprofit Meeting, "Charitable Contributions and Quality in the Hospice Care Setting," American Accounting Association, San Diego, CA. (March 2, Noe, K. G. (Author Only), Forgione, D. A. (Presenter & Author), 5th Conference of the Indian Subcontinent Decision Sciences Institute, "Economic Incentives in the Hospice Care Setting: A Comparison of For-Profit and Nonprofit Providers," Decision Sciences Institute, Manamai, Tamilnadu India. (January 4, Noe, K. G. (Author Only), Forgione, D. A. (Presenter & Author), International Conference of the Global Business Development Institute, "Charitable Contributions and Quality in the Hospice Care Setting," Global Business Development Institute, Hilo, Big Island, Hawaii. (December 29, Noe, K. G. (Presenter & Author), Finding New Opportunities: Today, Tomorrow and Always, "Using Real World Accounting Software, Accounting Tips and Hints to Promote Student Learning, and Encouraging Accounting as a Career," Texas Business and Technology Educators Association, Nacogdoches, TX. (November 14, Noe, K. G. (Presenter & Author), 2011 Las Vegas International Academic Conference, "We Are Not Publicly Traded And So the Rules Don't Apply... Or Do They... Should They?," The Clute Institute, Las Vegas, NV. (October 10, Noe, K. G. (Presenter & Author), Forgione, D. (Author Only), 8TH Workshop on the Challenges of Managing the Third Sector, "Charitable Contributions and Quality in the Hospice Care Setting," European Institute for Advanced Studies in Management, Galway, Ireland. (June 10,

4 Noe, K. G., Dissertation Final Defense, "Economic Incentives, Debt Utilization and Charitable Contributions in the Hospice Care Setting," The University of Texas at San Antonio, San Antonio, TX. (May 25, Noe, K. G., Dissertation Proposal Defense, "Economic Incentives, Debt Utilization and Charitable Contributions in the Hospice Care Setting," The University of Texas at San Antonio, San Antonio, TX. (November 12, 2010). Noe, K. G., Accounting Education and Research Forum, "The Association of Quality with Charitable Contributions in the Hospice Care Setting," The University of Texas at Tyler College of Business & Technology, LSU. (October 22, 2010). Noe, K. G. (Presenter & Author), Smith, P. C. (Author Only), 2010 Government and Nonprofit Section Midyear Conference, "Quality Measures for the U.S. Hospice System," American Accounting Association, Baltimore, Maryland. (March 6, 2010). Noe, K. G. (Discussant), 2010 Government and Nonprofit Section Midyear Conference, "The Impact of Voluntary Disclosures on Charitable Giving," American Accounting Association, Baltimore, Maryland. (March 6, 2010). Noe, K. G. (Presenter & Author), Forgione, D. (Author Only), 2010 Government and Nonprofit Section Midyear Meeting, "Economic Incentives in Hospice Care Setting: A Comparison of For- Profit and Non-Profit Providers," American Accounting Association, Baltimore, Maryland. (March 6, 2010). Noe, K. G. (Presenter & Author), Forgione, D. (Author Only), Accounting Workshop, "Economic Incentives in Hospice Care Setting: A Comparison of For-Profit and Non-Profit Providers," The University of Texas at San Antonio, San Antonio, TX. (September 2009). Noe, K. G., McTier, K., American Accounting Association's Southwest Chapter Meeting, "Accountants: The Coinstar's of Business," American Accounting Association, Oklahoma City, OK. (February 2009). Poster Presentations Noe, K. G., Conference on High-Impact Practices, "Accounting Information Systems," Office of High-Impact Practices, BPSC Twilight Ballroom. (April 30, 2013). Noe, K. G., McTier, K., American Accounting Association's Annual Meeting, "Accountants: The Coinstar's of Business," American Accounting Association, New York, NY. (August 2009). PROFESSIONAL CERTIFICATIONS AND LICENSURES Certified Public Accountant. ( Present). HONORS AND RECOGNITIONS Favorite Professor, Beta Gamma Sigma, Teaching. (April 23, 2013). Invited to attend Beta Gamma Sigma Induction Ceremony by Christina Milburn. College of Business Outstanding Intellectual Contribution Award, Nelson Rusche College of Business, Scholarship/Research. (March 5, 2013). Rusche Faculty Scholar, Nelson Rusche College of Business, Scholarship/Research. (March 1, 2013).

5 Best Paper Award, The Clute Institute, Scholarship/Research. (October 15, Paper was voted Best Paper in Session Award by a peer review process. Superior Chapter, Beta Alpha Psi, Leadership. (October 8, The Epsilon Mu Chapter of Beta Alpha Psi, for which I am the faculty advisor was recognized internationally as a Superior Chapter. The chapter was awarded $275 by the KPMG Foundation. Favorite Professor, Beta Gamma Sigma, Teaching. (April 23, Invited to attend Beta Gamma Sigma Induction Ceremony by Kelly Hairell. College of Business Outstanding Researcher, Nelson Rusche College of Business, Scholarship/Research. (March 7, Beta Alpha Psi Outstanding Faculty Award, Beta Alpha Psi, Teaching. (May 5, University of Texas Honors Alliance Honoree, University of Texas Honors Alliance, Teaching. (2009). Honored by the University of Texas Honors Alliance at their annual Gala TEACHING ACCOMPLISHMENTS Classes Taught Stephen F. Austin State University, Spring 2013 ACC 453 1, Accounting & Information Sys ACC 512 1, Sem in Acct Rsrch & Analysis Stephen F. Austin State University, Fall 2012 ACC 453 1, Accounting & Information Sys ACC 332 1, Intermediate Accounting ACC , Sem in Acct Rsrch & Analysis Stephen F. Austin State University, Summer 2012 ACC 453 1, Accounting & Information Sys ACC 332 1, Intermediate Accounting Stephen F. Austin State University, Spring 2012 ACC 453 1, Accounting & Information Sys ACC 332 1, Intermediate Accounting ACC 512 1, Sem in Acct Rsrch & Analysis Stephen F. Austin State University, Fall 2011 ACC 453 1, Accounting & Information Sys ACC 332 1, Intermediate Accounting ACC , Sem in Acct Rsrch & Analysis Stephen F. Austin State University, Summer 2011 ACC 332 1, Intermediate Accounting Stephen F. Austin State University, Spring 2011 ACC 231 3, Prin of Financial Accounting ACC 231 4, Prin of Financial Accounting ACC , Sem in Acct Rsrch & Analysis Stephen F. Austin State University, Fall 2010 ACC 231 3, Prin of Financial Accounting ACC 231 4, Prin of Financial Accounting

6 ACC , Sem in Acct Rsrch & Analysis Professional Development Workshop, "Field Based Learning Project", Office of High Impact Learning. (February 15, 2013). CAT scoring Workshop, "Field Based Learning Project", Office of High Impact Learning. (February 8, 2013). Assessment discussion Workshop, "Field Based Learning Project", Office of High Impact Learning. (January 2, 2013). Field Based Learning Kick-Off Workshop, "Field Based Learning Project", Office of High Impact Learning. (November 30, Faculty Learning Community meeting. Workshop, "Field Based Learning Project", Office of High Impact Learning. (November 16, Faculty Learning Community Retreat Conference Attendance, "Accounting Education Conference", Texas Society of Certified Public Accountants. (October 26, October 27, Workshop, "Field Based Learning Project", Office of High Impact Learning. (October 12, Faculty Learning Community meeting. Workshop, "Field Based Learning Project", Office of High Impact Learning. (September 7, Faculty Learning Community meeting. Workshop, "Field Based Learning Project", Office of High Impact Learning. (August 21, Field Based Learning Kick-Off Workshop, "Field Based Learning Project", Office of High Impact Learning. (January 18, Faculty Learning Community Retreat Meeting with PWC Partner, PWC. (July 8, Met with Chris Williamson at PWC in Dallas to receive "real world" information about further development of AIS (ACC453). Conference Attendance, "Accounting Education Conference", Texas Society of Certified Public Accountants. (November 5, November 6, 2010). Faculty Development Conference Attendance, "Accounting Education & Research Forum," The University of Texas at Tyler College of Business & Technology, Tyler, TX. (March 22, 2013). Regional Accounting Conference. Conference Attendance, "Accounting Information Systems Educator Conference," AIS Educator Association, Estes Park, CO. (June 28, July 1, Continuing Education Program, "East Texas Chapter TSCPA Spring CPE Expo," East Texas Chapter of the Texas Society of CPAs, Tyler, TX. (May 21, Attended CPE and State required Ethics Conference Attendance, "Accounting Education & Research Forum," The University of Texas at Tyler College of Business & Technology, Tyler, TX. (March 23, Regional Accounting Conference. Faculty Fellowship, "New Faculty Consortium," American Accounting Association, Leesburg, VA. (February 2, February 5,

7 Continuing Education Program, "Ethics Standards for Texas CPAs," Bisk Education, online. (November 26, Online ethics CPE to maintain CPA license. Workshop, "Audiovisual Board Software Training." (November 11, Training by Stephen Bradley on submitting PowerPoint slides for the audiovisual board. Workshop, "Re-Imagining Undergraduate Education," Nelson Rusche College of Business, Nacogdoches, TX. (November 11, Conference Attendance, "Accounting Education Conference," Texas Society of Certified Public Accountants CPE Foundation, Austin, TX. (October 21, October 22, Conference Attendance, "Accounting Education & Research Forum," The University of Texas at Tyler College of Business & Technology, Tyler, TX. (October 14, Regional Accounting Conference. Conference Attendance, "2011 Las Vegas International Academic Conference," The Clute Institute, Las Vegas, NV. (October 10, October 12, Conference Attendance, "Accounting Education & Research Forum," The University of Texas at Tyler College of Business & Technology, Tyler, TX. (April 1, Regional Accounting Conference. Conference Attendance, "2011 Midyear Conference Government and Nonprofit Section," American Accounting Association, Birmingham, AL. (March 18, March 19, Conference Attendance, "2011 Southwest Region/FBD Meeting," American Accounting Association, Houston, TX. (March 10, March 12, Continuing Education Program, "IFRS: A Look at What's on the Horizon for the Accounting Profession," East Texas Chapter TSCPA, Nacogdoches, TX. (November 9, 2010). Conference Attendance, "Accounting Education Conference," Texas Society of Certified Public Accountants CPE Foundation, Inc., Austin, TX. (November 5, November 6, 2010). Conference Attendance, "Global Though Leadership 2010 American Accounting Association Annual Meeting," American Accounting Association, San Francisco, CA. (July 31, August 4, 2010). Attended research presentations and visited with vendors at the conference. Also attended the special Research in the Government and Nonprofit Area session presented on 8/1. Conference Attendance, "2010 Annual Meeting and Conference on Teaching & Learning in Accounting," American Accounting Association, San Francisco, CA. (July 30, August 1, 2010). Conference Attendance, "2010 GNP Mid-Year Conference," American Accounting Association, Baltimore, Maryland. (March 5, March 6, 2010). Attended this section meeting and in addition to presenting I also networked and attended research sessions. SERVICE ACCOMPLISHMENTS External Connections and Partnerships Accounting Support, A Hot Mess, Lufkin, TX, Niki Cates. Field Trip, Atkinson Candy Company, Lufkin, TX, Eric Atkinson and Anita Milam P. O. Box , Lufkin, TX (936) Ph (936) Fax

8 (February 20, 2013). AIS 453 class visited the factory to tour and meet with accountants. Field-Based Learning, Atkinson Candy Company, Lufkin, TX, Eric Atkinson and Anita Milam P. O. Box , Lufkin, TX (936) Ph (936) Fax (September 27, Established a relationship with them during Fall 2012 to plan the Spring 2013 Field-Based Learning Project. Professional Memberships American Accounting Association. member (August Present). American Accounting Association Government and Nonprofit Section Member. (August Present). American Institute of CPAs. (August Present). The Texas Society of Certified Public Accountants. (August Present). Professional Service Humane Society of Angelina County, Lufkin, TX, Officer, Treasurer. Pro Bono, approximately 200 hours spent for the year. (January 1, Present). Complete deposits, payroll calculation, coordinate AP, make bank transactions and prepare and present financial statements. Keeping the Humane Society in operation. Sanches for Sheriff, Lufkin, TX, Officer, Treasurer. Pro Bono, approximately 50 hours spent for the year. (December Present). Serve as Treasurer for campaign. Texas Department of Public Safety Officers Association Auxiliary, Texas, Officer, Treasurer. Pro Bono, approximately 30 hours spent for the year. (October 1, Present). Process deposits, keep track of membership, perform all bank functions, pay bills and coordinate payment for services for the members. Estes Family Scholarship Committee, Lufkin, TX, Committee Member. Pro Bono, approximately 1 hour spent for the year. (July 26, 2013). Served on the scholarship committee to award the Estes Family Scholarship for Texas Timberjack East Texas Chapter of the Texas Society of CPA's, Tyler, TX, Board of Directors. Pro Bono, approximately 3 hours spent for the year. (July 25, 2013). Attended Board Meeting AIS Educator Association, Laramie, WY, Conference-Related. Pro Bono, approximately 2 hours spent for the year. (June 29, 2013). Served as a Moderator for the Annual Conference AIS Educators, Laramie, WY, Reviewer. Pro Bono, approximately 3 hours spent for the year. (April 22, 2013). Reviewed "Preparing Them for the New Accounting - The Role of the AIS Curriculum in a Changing World" Texas Society of CPAs East Texas Chapter Scholarship Committee, Tyler, TX, Committee Member. Pro Bono, approximately 10 hours spent for the year. (March 1, March 18, 2013).

9 Organize scholarship applicant packets and verify all materials are submitted and verify the applicant is eligible for the scholarship. Prepare scholarship applicant information spreadsheet for the committee. Awarded scholarship money. Pearson, Reviewer. Compensated. (February 12, March 1, 2013). Reviewed Chapter 6: Receivables in Financial Accounting by Tietz and Zucca American Accounting Association Annual Meeting, Anaheim, CA, Reviewer. Pro Bono, approximately 3 hours spent for the year. (February 11, 2013). Reviewed "Antecedents in the Government - Nonprofit Relationship: The Case of Hospice" Estes Family Scholarship Committee, Lufkin, TX, Committee Member. Pro Bono, approximately 2 hours spent for the year. (August 13, Served on the scholarship committee to award the Estes Family Scholarship for Texas Timberjack East Texas Chapter of the Texas Society of CPA's, Tyler, TX, Board of Directors. Pro Bono, approximately 2 hours spent for the year. (July 12, Attended Board Meeting Peavy Primary Library, Lufkin, TX, Volunteer. Pro Bono, approximately 1 hour spent for the year. (April 17, Volunteered for the Book Fair held at Peavy Primary in the Hudson Independent School District. Texas Society of CPAs East Texas Chapter Scholarship Committee, Tyler, TX, Committee Member. Pro Bono, approximately 2.5 hours spent for the year. (March 26, Attended meeting to award scholarships. Awarded scholarship money. Texas Society of CPAs East Texas Chapter Scholarship Committee, Tyler, TX, Committee Member. Pro Bono, approximately 2.5 hours spent for the year. (March 21, Attended meeting to award scholarships. Awarded scholarship money. Texas Society of CPAs East Texas Chapter Scholarship Committee, Tyler, TX, Committee Member. Pro Bono, approximately 10 hours spent for the year. (March 1, March 15, Organize scholarship applicant packets and verify all materials are submitted and verify the applicant is eligible for the scholarship. Prepare scholarship applicant information spreadsheet for the committee. Awarded scholarship money. Beta Alpha Psi, San Antonio, TX, Workshop/Track Organizer. Pro Bono, approximately 1 hour spent for the year. (February 27, Conference call to organize BAP regional meeting Human Society of Angelina County, Lufkin, TX, Officer, Secretary. Pro Bono, approximately 100 hours spent for the year. (January 1, December 31, American Accounting Association-GNP Section, San Diego, CA, Reviewer. Pro Bono. (December 20, Reviewed submitted paper "Do Certified Public Accountants as Board of Directors Add Value to Nonprofit Organizations?" American Accounting Association-SW Meeting, New Orleans, LA, Reviewer. Pro Bono. (October 24, Reviewed "Improving Students' Participation" American Accounting Association-SW Meeting, New Orleans, LA, Reviewer. Pro Bono. (October 24, Reviewed "Predictors of Accounting Students' Academic Success"

10 American Accounting Association-SW Meeting, New Orleans, LA, Reviewer. Pro Bono. (October 24, Reviewed "A Comparison of the Transparency of Articulation and Checks and Balances Among Financial Statements Between the Present Format and the Proposed New Format" American Accounting Association-SW Meeting, New Orleans, LA, Reviewer. Pro Bono. (October 24, Reviewed "Using the Seiler Model for Standard Costs Overhead Variance Analysis" American Accounting Association-SW Meeting, New Orleans, LA, Reviewer. Pro Bono. (October 24, Reviewed "An Enhanced Method for Student Mastery of the Articulation Between Fund and Governmental Statements" American Accounting Association-SW Meeting, New Orleans, LA, Reviewer. Pro Bono. (October 24, Reviewed "A Technique to Enhance Student Feedback and Retention, Provide for Continuous Improvement, Prepare Students for the Time-Keeping Demands of Public Accounting, and Structure Exam Review" American Accounting Association-SW Meeting, New Orleans, LA, Reviewer. Pro Bono. (October 24, Reviewed "Teaching Time Value of Money Using an Excel Retirement Model" American Accounting Association-SW Meeting, New Orleans, LA, Reviewer. Pro Bono. (October 24, Reviewed "Self-Efficacy and the Study of Financial Accounting" American Accounting Association-SW Meeting, New Orleans, LA, Reviewer. Pro Bono. (October 24, Reviewed "The Importance of Mentors: A Student's Perspective" American Accounting Association-SW Meeting, New Orleans, LA, Reviewer. Pro Bono. (October 24, Reviewed "Teaching Accounting in 140 Characters or Less" American Accounting Association-SW Meeting, New Orleans, LA, Reviewer. Pro Bono. (October 24, Reviewed "Model for Teaching Relationships Among Four Business Financial Statements" Beta Alpha Psi, San Antonio, TX, Workshop/Track Organizer. Pro Bono, approximately 1 hour spent for the year. (September 14, Conference call to organize BAP regional meeting Estes Family Scholarship Committee, Lufkin, TX, Committee Member. Pro Bono, approximately 2 hours spent for the year. (July 18, Served on the scholarship committee to award the Estes Family Scholarship for Texas Timberjack American Accounting Association, Birmingham, Alabama, Reviewer. Pro Bono. (March 18, March 19, Reviewed submitted paper " Whether Financial Disclosures of Large Nonprofit Organizations are Still Relevant to Donors: Evidence from an Improved Model of Donations" American Accounting Association, Birmingham, Alabama, Reviewer. Pro Bono. (March 18, Reviewed submitted paper "Implications of Being a Highly Rated Organization: Evidence from Four Star Rated Nonprofits" McGraw-Hill Companies, Reviewer. Compensated. (January 12, March 4, Reviewed book, Financial Accounting second edition by Spiceland, Thomas and Hermann

11 SFA Service Beta Alpha Psi Golf Tournament, Advisor. approximately 6 hours spent for the year. (April 19, 2013). Alumni Golf Tournament Gerald W. Schlief School of Accountancy Annual Awards Banquet, Member. approximately 2 hours spent for the year. (April 18, 2013). attended awards banquet coordinated banquet Graduate Curriculum Meeting, Member. approximately 1 hour spent for the year. (April 11, 2013). Met to discuss MPA acceptance requirements. Beta Alpha Psi Regional Meeting, Student Organization Advisor. approximately 40 hours spent for the year. (March 1, March 2, 2013). Attended Regional Meeting with 16 students in Dallas, TX FEI Academic Honors Day, Attendee. approximately 12 hours spent for the year. (February 5, 2013). Accompanied scholarship winner to Houston and spent the day with FEI. Halliburton Academic Dean's Luncheon, Mentor. approximately 3 hours spent for the year. (November 29, Attended to represent SFA to keep the relationship with FEI for students to benefit from the scholarship they award. Accounting Career Fair, Attendee. approximately 1 hour spent for the year. (September 26, Attended the Accounting Career Fair to talk to employers and visit with students. Meeting with the Dean, Member. approximately 1 hour spent for the year. (September 5, Accounting department meeting with the Dean. Director Interview, Member. approximately 1 hour spent for the year. (May 9, Interviewed Dr. Jack Ethridge for position Lunch with Candidate, Member. approximately 1 hour spent for the year. (May 9, Lunch after interview with Dr. Jack Ethridge Director Search Meeting, Member. approximately 1 hour spent for the year. (May 3, Met to discuss the committee plan of action. Beta Alpha Psi Golf Tournament, Advisor. approximately 6 hours spent for the year. (April 20, Alumni Golf Tournament Gerald W. Schlief School of Accountancy Annual Awards Banquet, Member. approximately 2 hours spent for the year. (April 19, attended awards banquet Graduate Faculty Meeting, Member. approximately 0.5 hours spent for the year. (April 17, Discussed Dr. Treba Marsh being added to Graduate Faculty. Social and Dinner with Dean, Member. approximately 3 hours spent for the year. (April 13, Attended social and dinner at Dr. Danny Arnold's house. AOL Meeting, Member. approximately 1.5 hours spent for the year. (March 8, discussed assurance of learning. Newsletter Committee Meeting, Member. approximately 4 hours spent for the year. (March 7, Beta Alpha Psi Regional Meeting, Student Organization Advisor. approximately 40 hours spent for the year. (March 1, March 3,

12 Coordinated with students to host regional meeting for Beta Alpha Psi in San Antonio, TX. Successful regional meeting with positive feedback from attendees. Accounting Banquet Meeting, Member. approximately 1 hour spent for the year. (February 29, Planned accounting banquet FEI Academic Honors Day, Attendee. approximately 12 hours spent for the year. (February 21, Accompanied scholarship winner to Houston and spent the day with FEI. Scholarship Committee Meeting, Member. approximately 1 hour spent for the year. (February 8, Faculty Meeting, Member. approximately 1.5 hours spent for the year. (January 31, Attended Accounting Faculty Meeting Advising, Advisor. approximately 1 hour spent for the year. (January 17, Faculty Christmas Party, Member. approximately 1.5 hours spent for the year. (December 7, Departmental Christmas Party Faculty Meeting, Member. approximately 2 hours spent for the year. (November 9, Discussed revision to senior surveys. Curriculum Meeting, Member. approximately 1.5 hours spent for the year. (October 5, Discussed prerequisites for classes. Scholarship Meeting, Member. approximately 1 hour spent for the year. (October 5, Accounting Career Fair, Attendee. approximately 1 hour spent for the year. (September 28, Attended the Accounting Career Fair to talk to employers and visit with students. Assessment Meeting, Graduate Faculty. approximately 1 hour spent for the year. (September 7, Attended Assessment Meeting. Curriculum, Member. (September 1, August 31, make curriculum decisions for the School of Accountancy. Attend meetings and vote. Met and made minor changes to the graduate curriculum. Academic Advising, Advisor. approximately 2 hours spent for the year. (August 26, Available for advising for walk-in advisees for 2 hours. School of Accountancy Fall Meeting, Attendee. approximately 2 hours spent for the year. (August 25, Attended School of Accountancy beginning of the academic year meeting. Gerald W. Schlief School of Accountancy Annual Awards Banquet, Guest. (May 5, Awards Banquet Committee, Member. (January 18, May 5, Annual banquet Picture for brochure, menu choice, pictures at the banquet and other tasks that came along. Successful Accounting Awards Banquet. Newsletter Meeting, Member. approximately 1 hour spent for the year. (March 7, Discussed departmental newsletter Faculty Meeting, Participant. (February 2, MPA Social, Guest. (December 8, 2010).

13 Social and Dinner for the Schlief School of Accountancy, Participant. (December 3, 2010). Faculty Meeting, Participant. (October 21, 2010). Graduate Committee Meeting, Member. (October 7, 2010). Graduate Committee Meeting, Member. (September 16, 2010). Beta Alpha Psi Meeting, Student Organization Advisor. (September 1, Present). (April 25, 2013). Ernst & Young Beta Gamma Sigma Induction Ceremony, Attendee. approximately 2 hours spent for the year. (April 23, 2013). Attended ceremony (April 18, 2013). Pledge cases (April 11, 2013). Texas Comptroller (April 4, 2013). Whitley Penn Undergraduate Curriculum, Member. approximately 1.5 hours spent for the year. (March 27, 2013). (March 21, 2013). Henry & Peters Mattress Firm Sponsored Lunch, Attendee. approximately 1 hour spent for the year. (March 20, 2013). Attended lunch sponsored by Mattress Firm and discussed potential student hires and other recruiting activities. (March 7, 2013). KPMG Accounting Club Meeting, Guest Speaker. approximately 1 hour spent for the year. (March 5, 2013). Spoke to the Accounting Club about Beta Alpha Psi Research Excellence Committee, Chairperson. approximately 1 hour spent for the year. (March 1, 2013). Reviewed and made suggestions for one Faculty Research Grant application. Undergraduate Curriculum, Member. approximately 1.5 hours spent for the year. (February 26, 2013). (February 21, 2013). Carla Morgan

14 Research Excellence Committee, Chairperson. approximately 1 hour spent for the year. (February 21, 2013). Chose Outstanding Research Awardee. Research Excellence Committee, Chairperson. approximately 10 hours spent for the year. (January 15, February 15, 2013). Collected research conference submissions from the departments and distributed to committee members for rankings. Then submitted to the University level. (February 14, 2013). Audit Services, SFA Undergraduate Curriculum, Member. approximately 1.5 hours spent for the year. (February 12, 2013). (February 7, 2013). Grant Thornton, LLP (January 31, 2013). Axley and Rode Research Excellence, Chairperson. approximately 0.5 hours spent for the year. (January 29, 2013). Sent reminder to follow-up from 1/14/ (January 24, 2013). Meet the pledge night Research Excellence, Chairperson. approximately 1 hour spent for the year. (January 14, 2013). Sent for research conference submission due to departments by 2/1. College Holiday Celebration, Member. approximately 1 hour spent for the year. (December 7, Attended Holiday Celebration. (December 6, Banquet and Initiation (December 6, Pledge Cases GWS Christmas Party, Member. approximately 1 hour spent for the year. (December 5, Attended Christmas Party Undergraduate Curriculum, Member. approximately 1 hour spent for the year. (December 3, Undergraduate Curriculum, Member. approximately 1.5 hours spent for the year. (November 26, Research Excellence, Chairperson. approximately 2 hours spent for the year. (November 13, Reviewed faculty development leave application. Suggestions and comments were given to applicant. (November 8, Melton & Melton

15 (November 1, Axley & Rode Academic Excellence Luncheon, Attendee. approximately 1 hour spent for the year. (October 24, Attended Academic Excellence Luncheon Mattress Firm Sponsored Lunch, Attendee. approximately 1 hour spent for the year. (October 22, Attended lunch sponsored by Mattress Firm and discussed potential student hires and other recruiting activities. Request for Student Activity Funding, Student Organization Advisor. approximately 1 hour spent for the year. (September 30, Applied for student funding for the Beta Alpha Psi Southwest Regional Meeting. Request for Student Activity Funding, Student Organization Advisor. approximately 1 hour spent for the year. (September 30, Applied for and was awarded student funding for the Beta Alpha Psi Annual Meeting. Request for Student Activity Funding, Student Organization Advisor. approximately 1 hour spent for the year. (September 30, Applied for student funding for the Beta Alpha Psi Annual Meeting. Request for Student Activity Funding, Student Organization Advisor. approximately 1 hour spent for the year. (September 30, Applied for and was awarded student funding for the Beta Alpha Psi Annual Meeting. (September 27, Becker Research Excellence Committee, Chairperson. approximately 5 hours spent for the year. (September 21, Discussed the following charge of the committee: Ideas to get faculty involved in research. Need suggestions for research enrichment activities. Bright Ideas and Faculty development leave submissions will also be reviewed by this committee as well as proposals at the College level before going to the University level. September 2012 Faculty Meeting, Member. approximately 2.5 hours spent for the year. (September 21, Attended Meeting (September 20, Career Services (September 13, Texas Comptroller (September 6, Meet the Pledge Night Freshman Orientation-Advising, Advisor. approximately 1 hour spent for the year. (August 27, Provided presentation for GWS and advised students as needed.

16 Beta Alpha Psi-Superior Status, Student Organization Advisor. (August 8, Our Chapter of Beta Alpha Psi achieved Superior Status. KPMG Foundation awarded our chapter $275 for this achievement. Mast Student Investment Roundtable, Attendee. approximately 1 hour spent for the year. (July 16, Attended dedication of the Investment Roundtable. Farewell Dr. Arnold Reception, Attendee. approximately 1 hour spent for the year. (July 11, Attended reception. Open Conversation with Interim Dean, Attendee. (July 11, Attended meeting. (May 3, Induction and Intern Panel Faculty/Staff Picnic, Member. approximately 2.5 hours spent for the year. (April 27, Attended MBA Proposal Meeting, Attendee. approximately 1.5 hours spent for the year. (April 27, Attended meeting where MBA changes were discussed. (April 26, Henry & Peters Beta Gamma Sigma Induction Ceremony, Attendee. approximately 2 hours spent for the year. (April 23, Attended ceremony and reception (April 19, Pledge Cases Mattress Firm Sponsored Lunch, Attendee. approximately 1 hour spent for the year. (March 26, Attended lunch sponsored by Mattress Firm and discussed potential student hires and other recruiting activities. (March 22, Whitley Penn Faculty Awards Presentation, Attendee. approximately 1 hour spent for the year. (March 7, Attended awards ceremony. Research Excellence, Member. approximately 2 hours spent for the year. (February 15, March 1, Reviewed Bright Ideas Conference Submissions Research Excellence, Member. approximately 4 hours spent for the year. (January 31, March 1, Reviewed Undergraduate Research Conference Submissions Research Excellence Committee, Member. approximately 2 hours spent for the year. (February 24, Reviewed Faculty Research Grant Proposal

17 (February 23, Peden & Associates Research Excellence Committee, Member. approximately 5 hours spent for the year. (February 20, Ranked the Outstanding Researcher submissions (February 16, Career Services was a no-show Speed Networking Reception, Attendee. approximately 1 hour spent for the year. (February 16, Beta Gamma Sigma Academic Excellence Luncheon, Attendee. approximately 1 hour spent for the year. (February 15, Attended Luncheon (February 9, Becker Research Excellence Committee, Member. approximately 1 hour spent for the year. (February 8, Attended meeting to discuss Bright Ideas and Undergraduate Research submissions Faculty Meeting, Member. approximately 3.5 hours spent for the year. (January 17, Attended spring faculty meeting (December 1, Pledge Cases (December 1, Banquet and Initiation (November 17, AL&H Marketing and Recruiting Meeting, Member. approximately 1 hour spent for the year. (November 16, (November 10, Hartman, Leito and Bolt (November 3, PwC Professor for a Day. approximately 2.5 hours spent for the year. (November 1, Participated in the Professor for a Day (October 6, EY

18 (September 29, Melton and Melton Research Excellence Committee Meeting, Member. approximately 1 hour spent for the year. (September 27, Discussed Research Excellence Award (September 22, Career Services Research Excellence Committee Meeting, Member. approximately 1 hour spent for the year. (September 20, Discussed Research Excellence Award (September 15, Texas Comptroller Coffee with the Dean, Collegiality. approximately 0.5 hours spent for the year. (September 15, Attended coffee with Dr. Danny Arnold Beta Gamma Sigma Induction Ceremony, Attendee. approximately 2 hours spent for the year. (September 13, Assurance of Learning Workshop, Attendee. approximately 2 hours spent for the year. (September 9, Attended assurance of learning session assigned to Critical Thinking committee Bloomberg Business Luncheon, Attendee. approximately 1 hour spent for the year. (September 9, Attended information session about Bloomberg Businessweek (September 8, Meet the Pledge Night Beta Alpha Psi Annual Meeting, Advisor. approximately 20 hours spent for the year. (August 11, August 13, Attended annual Beta Alpha Psi meeting with students. Advisor Beta Alpha Psi Meeting, Student Organization Advisor. (May 5, Officer Induction Beta Alpha Psi Meeting, Student Organization Advisor. (April 14, BKD Beta Alpha Psi Meeting, Student Organization Advisor. (April 7, Deloitte Beta Alpha Psi Meeting, Student Organization Advisor. (March 31, Intern Panel Potential Major Fair Lunch, Attendee. approximately 1 hour spent for the year. (March 27, Attended the COB lunch for Undecided Majors Beta Alpha Psi Meeting, Student Organization Advisor. (March 24,

19 Member Mock Interviews Beta Alpha Psi Regional Meeting, Advisor. approximately 15 hours spent for the year. (March 4, March 5, Attended annual Beta Alpha Psi regional meeting in Dallas with students. Faculty Advisor Beta Alpha Psi Meeting, Student Organization Advisor. (March 3, SFA Career Services Faculty Awards Presentation, Participated. (March 3, Beta Alpha Psi Meeting, Student Organization Advisor. (February 24, Axley and Rode Dean's Coffee, Participant. (February 24, Beta Alpha Psi Meeting, Student Organization Advisor. (February 17, Becker Speed Networking Reception, Attendee. approximately 1 hour spent for the year. (February 16, Attended speed networking reception Accounting Club Meeting, Participant. (February 8, Beta Alpha Psi, Student Organization Advisor. (January 27, Meet the Pledge Night Spring 2011 Opening Faculty Meeting, Participant. (January 18, Beta Alpha Psi Meeting, Student Organization Advisor. (January 10, Tyler ISD Faculty & Staff Scandinavian Christmas Party, Guest. (December 10, 2010). Making Yourself a More Valuable Faculty Member, Participant. (December 3, 2010). Beta Alpha Psi Meeting, Student Organization Advisor. (December 2, 2010). Pledge Cases and Initiation/Accounting Banquet Beta Alpha Psi Meeting, Student Organization Advisor. (November 18, 2010). PWC Dean's Coffee, Participant. (November 18, 2010). Beta Alpha Psi Meeting, Student Organization Advisor. (October 21, 2010). Intern Panel Dean Information Session, Participant. (October 15, 2010). Dean information session with light lunch Publishing Tips for Faculty, Participant. (October 15, 2010). Beta Alpha Psi Meeting, Student Organization Advisor. (October 14, 2010). CPA Excel Academic Excellence Luncheon, Guest. (October 13, 2010). Beta Gamma Sigma Beta Alpha Psi Meeting, Student Organization Advisor. (October 7, 2010). Career Services

20 Beta Alpha Psi Meeting, Student Organization Advisor. (September 30, 2010). AL&H Beta Alpha Psi Meeting, Student Organization Advisor. (September 16, 2010). Ernst and Young AACSB Standards, Participant. (September 10, 2010). Dr. Arnold's lecture series. Beta Alpha Psi Meet the Pledge Night, Student Organization Advisor. (September 9, 2010). Meet the Pledge Night University Women Club, Officer. approximately 30 hours spent for the year. (August Present). Treasurer for the organization Faculty Development Leave, Member. approximately 6 hours spent for the year. (September 1, August 31, 2013). Reviewed the applications for faculty development leave Graduation, Attendee. approximately 2 hours spent for the year. (May 11, 2013). Attended Spring Graduation University Women's Club Spring Luncheon, Participant. (April 25, 2013). College of Business Spring Meeting #4, Attendee. approximately 1.5 hours spent for the year. (April 4, 2013). attended meeting Pine Log Survey, Participant. approximately 0.5 hours spent for the year. (March 25, 2013). Participated in survey for the paper Board of Regents Meeting, Meeting Attendee. approximately 1 hour spent for the year. (January 29, 2013). Attended the Board of Regents Meeting as part of High Impact Learning Project. Preparing Future Accounting Scholars in the Art of Teaching, Participant. approximately 0.25 hours spent for the year. (January 20, 2013). Completed Survey Core Curriculum Advisory Council Survey, Participant. approximately 0.5 hours spent for the year. (January 18, 2013). Completed Core Curriculum Advisory Council Survey College of Business Spring Meeting, Attendee. approximately 0.5 hours spent for the year. (January 11, 2013). Attended College of Business beginning of spring 2013 meeting. School of Accountancy Spring Meeting, Attendee. approximately 1 hour spent for the year. (January 11, 2013). Attended meeting. Graduation, Attendee. approximately 4 hours spent for the year. (December 15, Attended Spring Graduation Appreciation Event, Member. approximately 2 hours spent for the year. (December 4, Attended Appreciation Event hosted by the Office of High Impact Practices. University Professional Women Luncheon, Member. (September 12, Annual Receipts Training, Training. approximately 1 hour spent for the year. (September 7, Attended required annual receipts training.

21 Faculty Development Leave, Member. approximately 4 hours spent for the year. (September 1, August 31, Reviewed the applications for faculty development leave College of Business Fall Meeting, Attendee. approximately 2 hours spent for the year. (August 23, Attended College of Business beginning of the academic year meeting. School of Accountancy Fall Meeting, Attendee. approximately 2 hours spent for the year. (August 23, Attended meeting. University Fall Meeting, Attendee. approximately 1 hour spent for the year. (August 23, Attended meeting Graduation, Attendee. approximately 4 hours spent for the year. (May 12, Attended Spring Graduation University Women's Club, Treasurer. approximately 1 hour spent for the year. (May 7, Attended meeting of old/new officers. Search Committee Training, Member. approximately 2 hours spent for the year. (April 26, Attended training to serve on search committees University Women's Club Meeting, Officer. approximately 1 hour spent for the year. (January 30, Service Learning Grant Application, Student Organization Advisor. approximately 2 hours spent for the year. (January 4, Applied for Service Learning Grant for the Beta Alpha Psi students. The grant was approved and the students were able to purchase a laptop that they use when preparing tax returns for VITA. Christmas Party, Member. approximately 1 hour spent for the year. (December 9, Christmas Potluck Critical Thinking Committee for AOL, Member. approximately 2 hours spent for the year. (September 9, Make suggestions about assessment of critical thinking. Complete report about suggestions. D2L Information Session, Attendee. approximately 1 hour spent for the year. (September 1, Attended information session about D2L learning management system College of Business Fall Meeting, Attendee. approximately 2 hours spent for the year. (August 25, Attended College of Business beginning of the academic year meeting. University Women's Club Meeting, Treasurer. approximately 1.5 hours spent for the year. (August 18, Attended meeting Beta Alpha Psi Golf Tournament, Student Organization Advisor. (May 6, Gerald W. Schlief School of Accountancy Speaker Series, Participant. (May 4, Gordon Massie Leaving an Impression One Step at a Time, Participant. (April 14, Archie McDonald Speaker Series University Professional Women-Woman of the Year Luncheon, Participant. (April 13,

22 University Professional Women's Club Meeting, Member. approximately 2 hours spent for the year. (April 8, Attended Spring Banquet University Women's Club Spring Luncheon, Participant. (April 8, Career Expo/Fair, Attendee. (March 9, University Professional Women Fall Kick-Off Luncheon, Member. (October 20, 2010). Retirement Reception, Guest. (September 22, 2010). Melane McCuller retirement reception New Faculty Orientation/Social/Lunch, Attendant. approximately 11 hours spent for the year. (August 25, 2010). Attended new faculty orientation along with the social and lunch that were offered.