PAMELA S. TRAFFORD Curriculum Vitae Education and Professional Certification Certified Public Accountant, Montana. 1983- Current University of Massachusetts, Amherst; 1992 to 1996 -Completed coursework and all examinations toward Ph.D. Did not complete dissertation. University of Montana, Missoula, MT; MBA, 1982 University of Montana, Missoula, MT; BA Anthropology, 1977 Teaching Experience Faculty- University of Massachusetts, Amherst MA (July 1997 to present) Promoted to Senior Lecturer effective Fall 2007, Senior Lecturer II effective Fall 2010 Consistently receive excellent student evaluations. Courses taught: o UG- Introduction to Financial Accounting and related honors colloquia In small class format as well as a large auditorium version with 20 discussion sections. o UG- Managerial Accounting and related honors colloquia Also coordinated and mentored PhD students teaching about 15 classes per year. o UG- Intermediate Financial Accounting and related honors colloquia o UG- Accounting for the Hospitality Industry o UG- Cost Accounting o UG- Contemporary Issues for the Accounting Profession o UG- Seminar for SIPP (Semester in the Profession, team teach) o UG- Financial Statement Analysis- Honors Colloq o UG- Evolution and Revolution in Accounting- Honors Colloq o G - Financial and Managerial Accounting (2 separate courses in earlier years) o G - Foundations of Accounting and Preparatory course for MBAs Teach online and on-ground courses through Continuing and Professional Education. Early courses were on-ground. After 2009 they have all been online offerings. I was the first person to develop, design, and teach the first 4 courses in the list below in the respective online programs. Taught first course online in 2001. o UG- Introduction to Financial Accounting o UG- Managerial Accounting o UG- Intermediate Accounting o G Financial and Managerial Accounting (2 separate courses in earlier years) o G Foundations of Accounting Other teaching activities o Sponsor field experiences with directed academic components (7 in last few years) o Serve as chair or co-chair for independent honors capstone theses, with related advising o Faculty sponsor. Umass chapter of NABA (National Association of Black Accountants.) Departmental honors director. o Advise students on honors track, choose students for acceptance o Attend Fall and Spring Director conferences o Design or review departmental offering for the Advanced Scholarship component of the Commonwealth Honors College curricula.
Teaching Experience (continued) Create teaching materials o First faculty in Isenberg to use the OWL (online web learning) program developed at UMass. Developed question databases for financial and managerial accounting courses that have been used by dozens of other instructors. I still maintain and update the database. o Created and published various student workbooks for large 221 sections o Published a customized version of a Flatworld Knowledge text to make it more suitable for MBA students. Participate in student and departmental activities o Advise students in my role as faculty o Advisor to student in Innovation competition, mentor many groups of students in case competitions, judge in case presentations, participant in mock interviews for CAMP students o Attend open houses, MBA receptions, commencements, annual accounting banquet, advising nights, internship send-offs and other Isenberg events. o Contributor to departmental accreditation/assessment efforts. o Participate in marketing and recruiting events. Use and pilot new teaching technologies. Mentor other faculty. See Academic Service for details. Teaching Associate- University of Massachusetts, Amherst, Massachusetts (September 1992 to May 1997) Taught the following courses o Financial accounting (undergraduate and CPE students) o Managerial Accounting (undergraduate and CPE students) o Federal Taxation (ACCTG 371) (graduate and CPE students) o Classes ranged from 12 to over 150 students Consultant/Instructor- University of Massachusetts, Amherst, Massachusetts (Spring 1997) Taught review sessions for managerial accounting to MBA students Tax Training Liaison- KPMG Peat Marwick, Billings MT (1988 to 1992) Trained staff and senior accountants in trust taxation and computer skills and applications Teaching Assistant- University of Montana, Missoula, MT (September 1980 to June 1982) Taught Financial Accounting I, II, and III to undergraduate students Professional Experience CPA, Senior Manager- KPMG LLP, Billings, MT (1982 to 1992) Certified public accountant, specialized in tax services o Provided tax compliance and tax consulting to a diverse client base that ranged from international public firms to sole proprietorships. o Major clients included high wealth individuals and businesses in the following industries: banking, oil and gas extraction, construction, transportation, manufacturing, trust Services, healthcare, real estate and various charitable organizations and foundations. o Coordinated with audit professionals and reviewed tax provisions o Reviewed work and provided feedback to staff accountants and managers o Invited speaker at various functions to update public and particular client groups on new tax proposals o Billed clients and wrote proposals for potential clients o Prior to Senior manager promotion in 1988: Manager (1986-1988). Staff (1982-1986.) 2 of 7
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Professional Experience (continued). Consultant- Aleks Corporation, Santa Ana, CA (March 2001) Evaluated the adaptability of their problem-generating algorithm to an on-line knowledge assessment program for several areas of accounting o Provided feedback and a logical content sequence for the algorithm Professional Service Board of Directors, MotherWoman, Inc. (2012-2013) MotherWoman is a regional non-profit. Served as Treasurer, member of Finance and Executive committees Taxpayer Advocacy Panel (2011-current) Currently serving as alternate representative for Massachusetts Volunteer organization coordinated by the Internal Revenue Service Massachusetts Society of CPAs- Academic & Career Development Committee (2012 to current) Committee member. Meet regularly with practitioners to discuss new developments and provide guidance to academia and the profession. Professional Affiliations/ Certifications CPA Certification Montana, 1984 Member of the American Accounting Association Member of the Massachusetts Society of Certified Public Accountants Member of American Institute of Certified Public Accountants Member of Chartered Global Management Accountants Professional Development Maintain active status as a Certified Public Accountant. Requires 120 continuing professional education hours every 3 years (a rolling 3-year period). Attend conferences and symposiums with other practitioners to stay in touch with issues and developments in the profession. These are generally sponsored by the AICPA, MSCPA, or governmental taxing authorities. Attend webinars on current accounting, taxation and other business issues. These are primarily to keep me current on technical and topical issues. Five year detail for above. 2014 Income Tax School. 2 day conference, updating federal and state taxation issues with CPAs and practitioners as well as representatives from IRS, MDOR, etc. Includes an ethics module. Webinars from PWC and MHHE on new revenue recognition rules. (3 webinars) Deloitte, EY and PWC webinars on current FASB and EITF issues and various other business issues (30 webinars) 4 of 7
Professional Development (continued) Five year detail, continued. 2013 AICPA National Healthcare Industry Conference. 11/14-11/15/2013. Accounting issues related to the healthcare profession and tax-exempt status, in general. Massachusetts Society of Certified Public Accountants conference on ethics (Giving ethics a voice) 6/2013 American Accounting Association (Teaching, Learning and Curriculum section) Professional judgments in the curriculum 1/2013 Income Tax School. 2 day conference, updating federal and state taxation issues with CPAs and practitioners as well as representatives from IRS, MDOR, etc. 11/2013 Big 4 webinars ( 7 Deloitte and 2 Ernst and Young) on financial reporting updates and other business and accounting issues. 2012 AICPA Practitioners Symposium (June 11-13). Provided an opportunity to network and meet practicing accountants, discuss current and developing issues in the practice (including staffing, marketing, etc.) as well providing substantive professional education on tax, audit, technical, and practice issues. 8 Big 4 webinars on a variety of financial accounting developments and other business issues. McGraw Hill webinar- 1hr. Revenue recognition, leasing and investment proposals (financial accounting updates) 2011 AAA Mid-year Conference: Teaching, learning and curriculum section (4 hours), 2/4/2011 MSCPA: Work-life balance- A foundation that enables sound ethics (4 hours), 6/23/2011 Wiley Faculty Series webinar: Integrate the Conceptual Framework into your Classroom 3/9/2011 26 Big4 webinars related to major projects on revenue recognition, leasing, investments and IFRS convergence, SEC and EITF issues and updates on financial accounting and a range of other issues, including governance, the economic climate, fraud, etc. Financial Accounting Foundation webinar on Private Company Reporting. 2010 AAA: Teaching. Learning and curriculum section mid-year meeting. Day of presentations on accounting and teaching accounting. 2/2010 University of MA, IRS, MDOR: 2010 Income Tax School (2 full days) 11/4-11/5/2010 37 Big 4 webinars (IFRS Institute Series, Quarterly updates on financial accounting, and a range of other issues.) Honors and Awards Awarded two Open Education Initiative Grants from the University of Massachusetts in May 2011, in the inaugural grant offering. Nominated for an outstanding teaching award for the New England region of the University Continuing Education Association. (10/2007). Award for lasting contribution to UMassOnline. Presented in first award ceremony on May 11, 2006 Nominated for a 2003-2004 Distinguished Teaching Award, and a 2004-2005 Distinguished Teaching award (I did not follow-up on the nominations) Multiple recipient of Certificates of Excellence for teaching in the Continuing Education Program (2001-2004) Coopers & Lybrand Doctoral Grant (1992-1994) American Accounting Association Doctoral Consortium Fellow (1994) University of Massachusetts Doctoral Scholarship (1994) 5 of 7
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Selected Faculty Workshops (As Presenter) 11/6/2012. Co-presenter. Migrating course to BBLearn. 10/7/2010. Presenter. Brown bag lunch with faculty in Communication Disorders about startup of online courses. 2008-2009. Hold 7 workshops for faculty on using Blackboard Vista. 3/13/2009. Presenter, Center for Teaching- Spring 2009 Online and Hybrid Education Series. One of 3 invited speakers presenting to faculty form across the campus. Topic: Designing a hybrid course. 9/26/2007. Panel member and participant. OIT Community of Practice. Advice for new SPARK instructors. Other Presentations, media opportunities 11/2013. Participant in video shoot for MBA marketing 5/9/2011. Participant in sound bite collection and photo shoot for MBA marketing initiative. 10/28/2011. Speaker/panel participant. UMass Library. Open Education Initiative grant recipients discuss the results of our work related to the OEI grants. Video-taped presentations for promotion of Isenberg online courses. Participated in taping for inclusion in web promotions for the school. January 2011. Speaker at fall 2010 and spring 2011 MBA open houses. Video-taped presentation. Participant in videotaped session with UMOL to promote the quality of online education to UMass Committee for Academic and Student Affairs. January, 2010. Presenter, (with Shirley Shmerling) to a Chinese Consortium of academic and political leaders. UMOL is working on a long-term arrangement and chose Shirley and I as representatives to discuss our philosophy and approaches to online learning, April, 2008. Academic Service Current committee memberships Commonwealth Honors College Council of the Faculty Senate. (2013-present). Member of Program working committee within the council. Accounting Curriculum Committee (2013- current). Meet for accreditation and curriculum redesign. Member, MBA Core Curriculum Committee. (2011-current) Monthly meetings to integrate curriculum, consider assessment results and goals, and strategize programmatic goals. Determine the accounting curriculum for online and part-time programs. Review course histories for transfer credit determinations, advise students interested in accounting related fields, advise students in case competitions. Member, campus-wide OWL user group. Programmers meet with major faculty users to facilitate campus-wide improvements (Spring 2005 to current). 7 of 7
Academic Service (continued) Select Prior committee memberships Curriculum Innovation Subcommittee of the Joint Task Force on Strategic Oversight. (2012-2103) o Reports to the Campus Leadership Council and Faculty Senate Rules Committee. Subcommittee met regularly in 2012-2013 and drafted recommendations related to curricular innovation. Campus-wide Moodle Advisory Committee. (2010-2012). o Meet monthly to discuss improvements to Moodle. Campus-wide Teaching Commons Advisory Committee. (2010-2013). o Provide consultation on program development and priorities with an emphasis on the development of the Teaching Commons as a collaborative campus-wide portal for faculty success. Campus-wide Future LMS (Learning Management System) Committee (June 2010-December 2010) o Members were charged with reviewing the best technologies for teaching online. We were directed to only concern ourselves with product features. University-wide Learning Platform Review Committee (January 2010- August 2011) o Members were charged with reviewing the best technologies for teaching online. We surveyed constituents, collecting data from vendors, tested all of the platform possibilities. Member of university-wide E-Learning Application Cabinet (March 2006 to August 2011) o Participants from all UMass campuses meet quarterly to help set strategic direction for the Umass Online technology platform and provide a forum for discussion of and advice regarding various practices, policies, and outcomes. Member of campus-wide Ad Hoc Committee on Online Learning (2004 to 2008) o Committee to address the charge: Advise the campus administration with respect to the optimal technological infrastructure appropriate to effective online and technologically assisted instruction, including the University Library. Meets monthly with sporadic subcommittee meetings. Member, Committee to redesign Continuing Education evaluation process for online courses. (Spring 2006 to Fall 2006) Service on Search committees Member, Search committee for Accounting Department, Associate Chair (Fall 2011-Spring 2012) Member, Search committee for Accounting Department, Tax Lecturer (Fall 2011-Spring 2012) Member, Search committee for Center for Teaching, Instructional Technology Specialist. (Spring 2008) Earlier, served on search committees for the BBA Online Program Director, 2 writing center faculty, and a manager of Instructional Technology at the Division of Continuing Education Faculty Liaison for Online Learning The goal of the position was to improve the quality of the online learning experience both for the students and the faculty. (2006-2011) Advocated for faculty in policy and procedural matters conducted by Continuing and Professional Education (CPE) and UMass Online, as well as within the Isenberg School of Management Helped faculty set up and conduct their online teaching activities and/or direct them to the appropriate party for help Identified and coordinated opportunities to improve the quality of online teaching with new resources (software, equipment, personnel, and other). Assisted in functions for UMOL such as attending day-long presentation to help choose potential help desk vendors for UMOL. Coordinated training of faculty through CPE and Office of Information Technologies (OIT). Provided internal training and support as needed 8 of 7
Created and maintained a website/blog for Isenberg online instructors to use as a resource (Spring 2006 through 2010) 9 of 7
Academic Service (continued) Pilot or design new tools Pilot most new browsers and operating systems to test for issues with the Blackboard products (2003-2012) Participated in pilots of SPARK, WebCT 3.0, and 4.0, Moodle, BBLearn, Wimba, and others. o Piloted tablet PCs. o Beta-tested WebCT 4.0 with developers. o Tested Elluminate vs. Wimba as part of a Umass Online evaluation. Designed software (with a programmer) that linked scantron results to an Access database. This allowed students to view detailed test results (not just a score) in a secure online environment. This was a huge benefit to students in auditorium classes. Program was used by Davis group faculty (still in use in Finance 301, 8 years later) Other Service Met with representatives of Five College, Inc. and the campuses to find ways to support creative uses of online technology (8/2009). Participant in the Isenberg Assessment of Sophomore level courses for the Curriculum Committee. Provided feedback and attended meetings with other participants (2004-2006). Participant in Departmental/AICPA collaboration to provide testing for the computerized CPA examination (Fall 2001) Served as reviewer of papers for the 1996 and 1997 American Accounting Association Annual Meeting 10 of 7