EDUCATION LISA A. OWENS-JACKSON, PH.D., CPA North Carolina A&T State University 1601 E. Market Street School of Business and Economics Department of Accounting and Finance Merrick Hall 242 Greensboro, NC 27411 (336) 285-3381 email: laowensj@ncat.edu Ph.D., Accounting, 2001, Oklahoma State University, Stillwater, OK Dissertation: An Examination of the Relationship Between Strategy, Environment, and Performance in a Fundamental Analysis Model. M.A., Accounting, 1996, The Ohio State University, Columbus, OH B. S., Accounting, 1990, North Carolina Agricultural & Technical State University, Greensboro, NC CERTIFICATIONS Certified Public Accountant Virginia Certificate No. 0305 023608 Certified Public Accountant North Carolina Certificate No. 37576 HONORS AND AWARDS North Carolina A&T State University Junior Faculty Teaching Excellence Award, 2012-2013 School of Business and Economics Junior Faculty Teaching Excellence Award, 2012-2013 KPMG National Faculty Symposium, 2010 Deloitte Trueblood Faculty Seminar, 2010 National Coalition Building Institute (NCBI) Trainer Certification, 2008 NABA Outstanding Faculty Advisor Award, 2003-2004 academic year KPMG Outstanding Professor in Accounting Award, 2001-2002 academic year New Faculty Consortium Program, 2002 Beta Alpha Psi Public Service Award, 2000-2001 Paul D. & Lois Phillips Doctoral Dissertation Fellowship, 2000-2001 Oklahoma State University Accounting Department Outstanding Teaching Associate of the Year, 1999-2000 academic year Thurgood Marshall Fellowship, 1999-2000 Teaching Effectiveness Training Program Certification, 1999 American Accounting Association Doctoral Consortium Attendee, 1998 KPMG Peat Marwick Doctoral Fellowship, 1994-1998 Alpha Kappa Mu Beta Alpha Psi Beta Gamma Sigma
RESEARCH Publications Estimation or Guesstimation! Are There any Takers? A Case Study of Fair Value Accounting, Southeastern Case Research Association Journal, Co-Authors: Ronald Campbell and Diana Robinson. February 2015. Where the Numbers Are: The States and Schools that are Supplying the Next Generation of Accountants, The CPA Journal, Co-Author: Charles Malone. January 2014. Accounting Education What s Happening in the Tar Heel State? Interim Report 4 st Edition 2013, Co-Authors: Charles Malone and Diana Robinson. December 2013. Economy Drives Changes in Recruiting Practices, The CPA Journal, Co-Authors: Diana Robinson and Gwendolyn Highsmith-Quick. July 2013. Teaching International Financial Reporting Standards (IFRS) in US Accounting Courses, Southwestern Business Administration Journal (Volume 12), Co-Authors: Ronald Campbell and Gwendolyn Highsmith-Quick. March 2013. Assessing the Impact of Reporting Incentives on Firm Restatements in Foreign and US Markets: IFRS versus US GAAP, Advances in Accounting- Incorporating Advances in International Accounting, Co-Authors: Diana Robinson and Sandra Shelton. July 2011. Retention of Diverse Talent: Five Best Practices, Career Insider by CPA2Biz, Co-Authors: Diana Robinson and Gwendolyn Highsmith-Quick. March 2011. Recruitment of Diverse Talent: Four Best Practices, Corporate Finance Insider by CPA2Biz, Co- Authors: Diana Robinson and Gwendolyn Highsmith-Quick. March 2011. Nostran Development Corporation and Nostran Property Development Corporation, Southeastern Case Research Association Journal, Co-Authors: Chi Anyansi-Archibong and Isaiah Ugboro. February 2011. The Association between Audit Committee Characteristics, the Contracting Process and Fraudulent Financial Reporting, American Journal of Business, Co-Authors: Diana Robinson and Sandra Shelton. Spring 2009. Fair Value Accounting: From Theory to Practice, Strategic Finance, Co-Authors: Ron Campbell and Diana Robinson. June 2008. Audit Committee Characteristics & Auditor Changes, Accepted by Academy of Accounting and Financial Studies Journal, Co-Author: Diana Robinson. April 2008 The Impact of Auditor Resignation and Dismissal Trends on the Profession, The CPA Journal, Co- Authors Diana Robinson and Sandra Shelton. January 2008. How Do Your Measurements Stack Up to Lean? Strategic Finance, May 2007, Co-Authors: Frances Kennedy and Laurie Burney. Business Case Analysis of the Parachute Industry Sector of the U.S. Aerial Delivery Equipment Industry. Co-Author Frances Kennedy. Congressional Report. 1-13. 2005. Reliability and Relevance of Oil and Gas Reserve Disclosures: Does Accounting Research Provide the Answers, International Journal of Accounting Literature, Vol.2, No.1, 2002. Co-Authors: Charlotte Wright and Jay Shaw. L. Owens-Jackson Vitae Page 2
Submissions Use the First Year Wheel of Success for a Fast & Furious Start to Your Career, Submitted to The New Accountant, Co-Author: Charles Malone. July 2014. Accounting Education in the Keystone State, Submitted to Pennsylvania CPA Journal, Co-Author: Charles Malone. June 2014. The Status of Accounting Programs at Member Institutions of the Council For Christian Colleges & Universities,. Submitted to Christian Business Academic Review, Co-Author: Charles Malone. April 2013. Projects In-Process Does Fair-Value Accounting Achieve Intended Outcomes. Idea Development, Co-Author: Joseph Reid. 2014. Down-streaming of Audit Clients after Fair Value Adoption, Data Collection, Co-Author: Joseph Reid. 2014. Business and Accounting Education at Tribal Colleges and Universities (TCUs), Working Paper, Co- Author: Charles Malone. August 2014 Marketing Education in the US, Development & Data Collection, Co-Authors: Charles Malone and Roland Leak. 2014. An Analysis of the Impact of the KPMG PhD Project on the Supply of Minority Faculty, Development & Data Collection. Co-Authors: Diana R. Robinson, Charles Malone, and Akhilesh Chandra. 2014. Accounting Education: Perspectives on Historically Black Colleges and Universities, Data Collection. Co-Author: Charles Malone. 2012. Changes in Key Characteristics of Boards of Directors Post-Fraudulent Financial Reporting, Working Paper, (with Sandra Shelton) 2012. Demographics of Board of Director Members for Fraudulent Firms, Data Collection Stage, (with Sandra Shelton) 2011. The Value of the Implementation of a Lean Business Strategy, Working Paper, 2012. What Auditors Need to Know about Lean Accounting, Working Paper, 2011. Case Study of a Financial Challenged Not-For-Profit, Writing Stage, 2014. Southeast Case Research Association Journal. Presentations and Proceedings International Target Journal is Where the Numbers Are: The States and Schools that are Supplying the Next Generation of Accountants, American Accounting Association National Meeting, Anaheim, CA. August 2013. Performance Benefits of Lean Manufacturing, EURO Conference on Operational Research, Germany, July 2009. Transforming Service into Practitioners Publications, American Accounting Association National Meeting, Anaheim, CA, August 2008 L. Owens-Jackson Vitae Page 3
Presentations and Proceedings (cont.) International The Association between Audit Committee Characteristics, the Contracting Process and Fraudulent Financial Reporting, European Accounting Association Congress, Rotterdam, The Netherlands, April, 2008. The Association between Audit Committee Characteristics, the Contracting Process and Fraudulent Financial Reporting, American Accounting Association National Meeting, Chicago, IL, August 2007. The Impact of Auditor Resignation and Dismissal Trends on the Profession, American Accounting Association National Meeting, Chicago, IL, August 2007. National Business and Accounting Education at Tribal Colleges and Universities (TCUs), American Accounting Association Diversity Section Meeting, Atlanta, GA. October 2014. Where the Numbers Are: The States and Schools that are Supplying the Next Generation of Accountants, American Accounting Association Southeast Regional Meeting, Nashville, TN. April 2013. Teaching International Financial Reporting Standards in U.S. Accounting Courses, American Accounting Association Diversity Section Meeting, Fort Lauderdale, FL. November 2011. IFRS and US GAAP: Assessing the Impact of Reporting Incentives on Firm Restatements in Foreign and US Markets, American Accounting Association Diversity Section Meeting, San Antonio, TX, October 2009. Audit Committee Characteristics and Auditor Changes, American Accounting Association Diversity Section Meeting, New Orleans, LA, October 2008. Teaching Lean in Management Accounting Courses, American Accounting Association Southeastern Meeting, Birmingham, AL, March 2008. Changes in Key Characteristics of Boards of Directors Post-Fraudulent Financial Reporting, American Accounting Association Diversity Section Meeting, Atlanta, GA, October 2007. Fair Value Accounting: From Theory to Practice, American Accounting Association Diversity Section Meeting, Atlanta, GA, October 2007. Lean Performance Measurement Assessment, IMA Annual Conference, Phoenix, AR, June 2007. The Impact of Auditor Resignation and Dismissal Trends on the Profession, American Accounting Association Diversity Section Meeting, Atlanta, GA, October 2006. Lean Performance Measurement Assessment, Lean Accounting Summit, Orlando, FL, September 2006. Business Case Analysis of the Parachute Industry Sector of the U.S. Aerial Delivery Equipment Industry, Parachute Industry Association, Washington DC, August 2006. Regional Supply Side of Accounting A Snapshot of National Accounting Graduates, North Carolina A&T Annual CPE Seminar, Greensboro, NC, December 2012. Southeastern Case Research Association Conference, Myrtle Beach, SC, February 2012. L. Owens-Jackson Vitae Page 4
Presentations and Proceedings (cont.) Regional Estimation or Guestimation! Are There any Takers? A Case Study of Fair Value Accounting, Southeastern Case Research Association Conference, Myrtle Beach, South Carolina. February 2011. Lean Accounting for the Lean Enterprise, North Carolina A&T Annual CPE Seminar, Greensboro, NC, December 2009. Lean Accounting and Lean Performance Measures, South Carolina IMA Meeting, Murtle Beach, SC, May 2008. The Association between Audit Committee Characteristics and Fraudulent Financial, Institute of Internal Auditor Chicago Chapter 48 th Annual Seminar, Chicago, IL, April 2008. Lean Performance Measurement Assessment, Florence SC Chapter of IMA Meeting, Hartsville, SC, August 2007. TEACHING EXPERIENCE North Carolina A&T State University, Greensboro, North Carolina August 2009 Present Associate Professor of Accounting Courses: Principles of Accounting I ACCT 221 (Entry level accounting course covering the accounting cycle including classification, recording, and summarization of general business transactions and the preparation and use of financial statements.) Principles of Accounting II ACCT 222 (This course is a continuation of Principles of Accounting I. The first part of the course covers financial accounting topics and the remainder of the course covers basic managerial accounting concepts.) Intermediate Accounting I ACCT 441 (This course is an intensive study of financial accounting. The theories and concepts that define the content of the income statement, statement of retained earnings, and the balance sheet are studied in detail. Emphasis is placed on the theory and practice related to the accounting for asset accounts.) Intermediate Accounting II ACCT 442 (This course is an intensive study of financial accounting. This course is a continuation of Accounting 441. It emphasizes theories and practices related to the accounting for liabilities, stockholders equity and corporations, dilutive securities, earnings per share, revenue recognition, taxes, pensions, leases, accounting changes, and the statement of cash flows. ) Advanced Managerial Accounting ACCT 863 (The course provides an examination of the control and decision-making methodologies used by management accountants in solving strategic problems for business. Methodologies covered include break-even analysis, regression analysis, the balanced scorecard, activity-based costing/management, value chain analysis, customer profitability analysis, total quality management, and performance evaluation/assessment. ) Clemson University, Clemson, South Carolina August 2004 2009 Assistant Professor of Accounting Courses: Financial Accounting Concepts ACCT 201 (Introduction to accounting principles with emphasis on the use of financial data and analysis of financial statements.) Managerial Accounting Concepts ACCT 202 (Introduction to accounting principles with emphasis on the use of accounting information in the management and control function of business.) L. Owens-Jackson Vitae Page 5
Clemson University, Clemson, South Carolina August 2004 2009 Assistant Professor of Accounting Courses: Managerial Accounting ACCT 307 (Emphasized the internal use of accounting data by the manager in establishing plans and objective, controlling operations, and making decisions.) Budget and Executive Control ACCT 410 (Study and application of selected techniques used in the planning and control function of business organizations; including Lean Accounting, Target Costing, Value-Chain Analysis, and Capacity Management.) Lean Six-Sigma Creative Inquiry ACCT 299 (Independent Study course for undergraduates in coordination with Sonoco and Bank of America. The students complete course work dealing with Lean Six-Sigma techniques. Then work with Sonoco or Bank of America to complete a project that generates at least $50,000 of additional revenues or cost savings. The students earn their Six-Sigma Green Belt professional certification. Southern Illinois University, Carbondale, Illinois August 2001 2004 Assistant Professor of Accounting Course: Intermediate Accounting I (In-depth treatment of traditional financial accounting topics of standards setting, financial statement form and content, and accounting and reporting of current assets, non-current assets, current and non-current liabilities. Emphasis is on basic theory, valuation, and measurement, as well as presentation and analysis of accounting information.) WORKSHOPS ATTENDED TEACHING RELATED North Carolina Association of CPA Accounting Educators Forum, Raleigh, NC, September 2014 Redesigning Undergraduate Curriculum Conference, Tampa, FL, May 2014, Sponsored by AACSB. Exploring Classroom Assessment Techniques (CATs) Collaborative Learning Techniques (COLTs), Greensboro, NC, May June, 2013, Sponsored by North Carolina A&T State University Academy for Teaching and Learning Summer Faculty Learning Community. Techniques and Tools for Flipping Your Classroom, Greensboro, NC, May 2013, Sponsored by North Carolina A&T State University Academy for Teaching and Learning Summer Teaching Institute. North Carolina Association of CPA Accounting Educators Forum, Raleigh, NC, September 2012 North Carolina Association of CPA Accounting Educators Forum, Raleigh, NC, September 2011 Blackboard Assessments: Creating Online Tests and Assignments, Greensboro, NC, July 2011, Sponsored by North Carolina A&T State University s Division of Information Technology. Applied Assessment Seminar, Tampa, FL, June 2011, Sponsored by AACSB. Developing Course Assessment Tools, Greensboro, NC, May 2012, Sponsored by North Carolina A&T State University Academy for Teaching and Learning Summer Teaching Institute. National Faculty Symposium, Chicago, IL, June 2010, Sponsored by KPMG. Developing Honors Courses, Greensboro, NC, May 2010, Sponsored by North Carolina A&T State University Academy for Teaching and Learning Summer Teaching Institute. Trueblood Seminar for Professors Session I, Scottsdale, AR, March 2010, Sponsored by Deloitte LLP. North Carolina A&T State University Annual CPE Seminar, Greensboro, NC, December 2009, Sponsored by the School Business and Economics. Using a BlackBerry Device Advanced, Clemson, SC, March 2008, Sponsored by Clemson University L. Owens-Jackson Vitae Page 6
WORKSHOPS ATTENDED TEACHING RELATED (CONT.) Teaching to How the Mind Works, Clemson, SC, January 2008, Sponsored by Clemson University Excel 2007 Series Part 1, Clemson, SC, November 2007, Sponsored by Clemson University PowerPoint 2007 Part 1, Clemson, SC, September 2007, Sponsored by Clemson University Getting Started with Microsoft Office 2007, Clemson, SC, August 2007, Sponsored by Clemson University Enhancing Student Learning in the SCALE-UP Format: Voices of Experience, Clemson, SC, February 2006, Sponsored by Clemson University Teaching, Learning, and Personality Preference: Meeting Your Students in the Middle, Clemson, SC, November, 2006, Sponsored by Clemson University Writing a Teaching Philosophy, Clemson, SC, September, 2006, Sponsored by Clemson University Course Design and Development Made Easy and Logical, Clemson, SC, July 2006, Sponsored by Clemson University Blackboard: What s New in version 6.3?, Clemson, SC, February 2006, Sponsored by Clemson University SERVICE ACTIVITIES Professional Officer, Southeastern Case Research Association Treasurer, 2010-2014 AAA International Section Regional Coordinator, 2005-2008 AAA Diversity Section Annual Meeting Program Liaison, 2008-2009 Reviewer, AAA Annual Meeting (International Section), New York, NY 2009 Irvin / McGraw Hill Textbook, Cost Management: A Strategic Emphasis, by Blocher, Stout, Cokins and Chen, October 2007 AAA Annual Meeting (International Section), Washington DC 2006 Moderator, AAA Southeastern Regional, Atlanta, GA, May 2007 AAA Diversity Section Meeting, Atlanta, GA, October 2006. Attendee, Lean Accounting Summit, Las Vegas, NV, September 2008 Lean Accounting Summit, Orlando, FL, September 2007 IMA National Meeting, Phoenix, AR, June 2007 AAA Annual Meeting, Washington DC, August 2006 University Committee, University Judicial Tribunal, 2013-2015 Strategic Planning Committee (School of Business & Economics), 2014-2015 MBA Committee (School of Business & Economics), 2014-2015 Strategic Planning Committee (Department of Accounting), Co-Chairperson, 2014-1015 Course Coordinator Principles of Accounting (Department of Accounting), 2012-2015 Assessment Committee (Department of Accounting), 2010-2014 Curriculum Committee for AACSB International Maintenance of Accreditation, 2010-2011 Curriculum and Instruction Committee (Department of Accounting), 2009-2011 L. Owens-Jackson Vitae Page 7
SERVICE ACTIVITIES University Advisor, Faculty Advisor for the Zeta Sigma Chapter of Beta Alpha Psi, North Carolina A&T State University, 2011-2015. Sophomore & Junior Accounting Students, North Carolina A&T State University, 2009-2015. Deloitte Case Team, North Carolina A&T State University, 2011-2014. Clemson Business Experience Freshman Accounting Students, Clemson University, 2006-2007. National Association of Black Accountants, Southern Illinois University Student Chapter, 2001-2004. Presenter, Accounting Department Student Colloquium, Greensboro, NC, October 2014 North Carolina A&T State University Summer Camp for Middle School Students, Greensboro, NC, June 2014 Accounting Department Student Colloquium, Greensboro, NC, October 2013 Accounting Department Student Colloquium, Greensboro, NC, March 2013 North Carolina A&T State University CPE Seminar, Greensboro, NC, December 2012 Accounting Department Student Colloquium, Greensboro, NC, October 2012 Accounting Department Student Colloquium, Greensboro, NC, September 2012 Accounting Department Student Colloquium, Greensboro, NC, March 2012 SOBE Business Fashion Show, Greensboro, NC, April 2010 North Carolina A&T State University CPE Seminar, Greensboro, NC, December 2009 Clemson Summer Reading Program, Clemson, SC, August 2008 Career Workshop II: Discover Clemson (Academic Outreach Program Teacher), Clemson, SC, July 2008 One Clemson: Yours, Mine and Ours Diversity Program, Clemson, SC, August 2007 Career Workshop II: Discover Clemson (Academic Outreach Program Teacher), Clemson, SC, July 2007 Career Workshop II: Discover Clemson (Academic Outreach Program Teacher), Clemson, SC, July 2006 Other, Dissertation Committee Member, Phillip Michael Green, Ph.D. School of Education, 2014 Black Faculty and Staff Representative for Cairo, IL Department of Education Meeting, February 2004 Ph.D. Student Advisor, Marc Morris, Ph.D. School of Accountancy, 2003-2004 SIUC College of Business and Administration Minority Mentorship Program, 2001-2004 SIUC College of Business & Administration Placement Center Recruiting, 2003 PhD Project Recruiting Conference Representative, November 2003 Dissertation Committee Member, Laura E. Francis-Gladney, Ph.D. School of Accountancy, 2003 Dissertation Committee Chair, Mohamed A. Elbannan, Ph.D. School of Accountancy, 2003 Community SAT Prep Class Math Teacher Greensboro, NC (2011-2014) YWCA of Greensboro Board of Directors, Treasurer (2010-2012) YWCA of Greensboro Advocacy Committee Member (2010) National Coalition Building Institute Diversity Training, (2008-2010) L. Owens-Jackson Vitae Page 8
PROFESSIONAL EXPERIENCE General Electric - Fanuc, Charlottesville, Virginia June 1990 - August 1994 Completed the General Electric Financial Management Program. Held several positions requiring financial, accounting, and managerial expertise. The positions included Product Development Financial Analyst/ General Ledger Manager, Inventory Specialist, Marketing Financial Analyst, Cost Accounting Analyst, Manufacturing Financial Analyst, and Business Operations Analyst. MEMBERSHIPS American Accounting Association, 1994-2014 Diversity Financial Accounting and Reporting International Accounting American Institute of Certified Public Accountants, 1999-2014 North Carolina Association of CPA s, 2011-2014 National Association of Black Accountants (NABA), 1988-2014 Institute of Management Accountants, 2006-2011 Association for Manufacturing Excellence, 2007-2011 YWCA of Greater Greensboro, 2010-2012 (Treasurer and Board of Director) Southeast Case Research Association, 2010-2014 Delta Sigma Theta Sorority, Inc., 1993-2013 National Coalition Building Institute Diversity Trainer, 2008-2010 L. Owens-Jackson Vitae Page 9