G. PETER WILSON
Joseph L. Sweeney Professor of Accounting
The Wallace E. Carroll School of Management
Fulton 546, Chestnut Hill, MA 02167-3808
Date of Birth December 3, 1946
Citizenship
USA and Canada
Education
Carnegie-Mellon University
Carnegie-Mellon University
Florida Atlantic University
Florida Atlantic University
Ph.D., Industrial Administration
M.S., Industrial Administration
M.S., Mathematics
B.S., Mathematics Education
1985
1982
1970
1968
Principal Fields of Interest
Taxes and Economic Behavior, Accounting and Capital Markets
Academic Experience
Associate Professor of Management, Sloan School Management, MIT, Cambridge, MA, July
1996 - June, 1997
Visiting Associate Professor of Management, Sloan School Management, MIT, Cambridge, MA,
August 1994-June 1996
Associate Professor, Harvard University, Graduate School of Business Administration,
Cambridge, MA., July 1989 -- August 1994.
Assistant Professor, Stanford University, Graduate School of Business, Stanford, CA., April
1985 -- July 1989.
Instructor, two-thirds time, Carnegie-Mellon University, Graduate School of Industrial
Administration, Pittsburgh, PA., September 1983 -- December 1984.
Instructor, one course, Carnegie-Mellon University, Graduate School of Industrial
Administration, Pittsburgh, PA., September 1982 -- December 1982.
Director of Data Processing, Lake-Sumter Community College, Leesburg, FL., January 1978 -July 1980.
Instructor, Lake-Sumter Community College, Leesburg, FL., September 1971 -- December 1978.
Teaching Assistant, The University of Florida, Statistics Department, Gainesville, FL.,
September 1970 -- July 1971.
Instructor, part-time, Florida Atlantic University, Mathematics Department, Boca Raton, FL.,
September 1968 -- May 1970.
Journal Reviewing
Editorial Board --Accounting Review, 1987-1992
Editorial Board --Journal of Accounting Research, 1989 - 1999
Editorial Advisory Board --Financial Officer's Tax & Management Report, 1994-2002
Editorial Board -- Issues in Accounting Education, 1995-2008
Referee
Accounting Review
Review of Accounting Studies
Journal of Accounting, Auditing, and Finance
Journal of Accounting and Economics
Journal of Accounting Research
Journal of Financial Economics
National Tax Journal
Administrative Activities
Carroll School Educational Policy Committee: chair 2006-2009, member 2010-2012
Carroll School Teaching Committee: chair 2006-2009, member 2010-2013
Boston College University Council on Teaching, 2007-2010
Boston College Academic Vice President Advisory Committee, 2006-2007
Carroll School Dean Search Committee Chairman, 2000
Carroll School Promotion and Tenure Committee, BC, 1998-2002
Accounting Department Recruiting Committee, BC, 1998-2001, 2008-2010
Student Integrity Review Committee, 1999
Teaching Resource Network Advisory Group, MIT, 1995-1997
Academic Performance Committee, Harvard Business School, 1992-1994.
Leadership and Learning Task Force on Faculty Development, Harvard Business School, 1993.
Leadership and Learning Task Force on Field Based Learning, Harvard Business School, 19921993.
Accounting Workshop Coordinator, Stanford Graduate School of Business, 1986-1988.
Significant Consulting Activities
Ernst and Young, 1990-2000
Merck, 1997-2009
Ziff Brothers Investments, 2001
General Electric, 2002-2009
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Board of Directors
Fave, 2007-present
Other Significant Professional Activities
Pathways Vision for Accounting Education Committee, 2013
Securities and Exchange Commission Historical Society’s Museum Committee, 2010-2011
Accounting Education Change Commission, 1993-1996.
The AECC was an 18-member committee of academics and practitioners that received over $5
million in funding to improve accounting education. Among others, it's membership included a
chief executive officer, a college president, a vice president of the AICPA, and five business
school deans. Peter Wilson was the only academic member below the rank of full professor.
American Accounting Association
President and Past President, 2002-2004.
Academic Vice President, 1997-1999.
Chairperson of Technology Task Force, 1997-1998.
Council Member-at-Large, 1993-1995.
Member of the Accounting Education Advisory Committee, 1995
Member of the New Faculty Consortium Committee, 1995-present
Distinguished Visiting Faculty, Ph.D. Consortium, 1994, 1992, 1990, 2003, 2004.
Vice Chair-Education of the Program Advisory Committee, 1993-1994.
Nominating Committee, 1994 (one of four AAA members chosen to serve on this committee)
Visiting Faculty & Speaker, New Faculty Consortium, 1991-1993, 2002.
Visiting Faculty & Speaker, Big-Ten Ph.D. Consortium, 1993, 1991.
Speaker, Doctoral Programs Conference, 1991.
Screening Committee: Notable Contribution to Accounting Literature Award, 1989, 1992.
Co-coordinated the Financial Reporting Research Conference at Harvard, 1991, 1992.
Financial Executives Institute
Education Committee, Boston Chapter, 1997-present.
Accreditation Team, April 2004
University of Toronto Accounting programs, Institute of Chartered Accountants of Ontario
Roundtable Discussion, July 2004
The Atlantic Monthly and Ernst & Young hosted a discussion on restoring public confidence in
capital markets. Among others, the 18 invitees included Richard Breeden, Former Chairman of
the Securities and Exchange Commission, Jane Christo, General Manager of National Public
Radio’s WBUR, Brian Joyce, MA State Senator, Bob Monks, Founder of Institutional
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Shareholder Services, Tom Reilly, Attorney General of MA, Lester Thurow, Former Dean of the
MIT Sloan School, Colleen Sayther, Executive Director of Financial Executives Institute, and
Tom Stewart, Editor and Chief of the Harvard Business Review.
Awards
2010 American Institute of Certified Public Accountants’ Distinguished Achievement in
Accounting Education Award
Boston College 2009 and 2010 TWIN Awards: Teaching with New Media Awards
American Accounting Association 2005 Outstanding Educator Award
Inducted into American Accounting Association North East Region’s Accounting Hall of Fame
in April 2002
American Accounting Association 1985-86 Competitive Manuscript Award for best paper by an
accounting academic within five years of thesis completion, "The Incremental Information
Content of the Accrual and Funds Component of Earnings After Controlling For Earnings."
Anne T. Bass Faculty Fellow for 1987-88, Stanford Graduate School of Business.
M.I.T., Sloan School of Management Excellence in Teaching Award, 1996-97.
M.I.T., Graduate Student Council, Teaching Award, 1994-95.
M.I.T., Sloan School of Management Teacher of the Year, 1994-95.
Stanford Graduate School of Business, Distinguished Teaching Award, 1987-1988.
Stanford Graduate School of Business, Honorable Mention for Distinguished Teaching, 19861987.
Stanford Graduate School of Business, Rookie Teacher Award, 1985-1986.
Professional Membership
American Accounting Association.
Financial Executives Institute.
Subjects Taught
Boston College
International Financial Reporting (IFRS) course, Spring 2009 (1 session), Spring 2010 (1
section)
Financial Statement Analysis (MA804), Fall 1997 (1 section), Spring 1998 (2 sections), Spring
2004 (1 section), Spring 2005 (1 section), Spring 2008 (1 session)
Undergraduate Introduction to Financial Accounting, Spring 2007 (1 section), Spring 2008 (1
section), Spring 2009 (1 section), Spring 2010 (2 sections)
MBA Core Accounting (MA 713), Fall 1998 (2 sections), Fall 1999 (2 sections), Fall 2000 (2
sections), Fall 2001 (2 sections), Fall 2002 (2 sections), Fall 2003 (2 sections), Fall 2004 (2
sections), Fall 2005 (2 sections), Fall 2006 (2 sections), Fall 2007 (2 sections), Fall 2008 (2
sections), Fall 2009 (2 sections)
Accounting Tools for Managers (MA 726), Spring 1999 (1 section), Spring 2000 (1 section),
Spring 2001 (1 section)
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Massachusetts Institute of Technology
Financial and Managerial Accounting (15.515), Masters: Fall 1996 (2 sections), Fall 1995 (4
sections), Fall 1994 (2 sections).
Financial Statement Analysis (15.535), Masters: Fall 1994.
Harvard University
Analysis of Corporate Financial Reports, Masters: Fall 1993, Fall 1992 (2 sections), Fall 1991 (2
sections).
Financial Reporting and Managerial Accounting, Masters, Fall 1990 (2 sections), Fall 1989 (2
sections).
Empirical Research in Accounting (team taught), Ph.D., Fall 1990.
Financial Reporting and Corporate Finance Research (team taught), Ph.D., Fall 1992.
Five-session financial reporting elective (team taught), PMD Executives, Spring 1993.
Five-session tax elective, Corporate Finance Executive Program, Summer 1992.
Stanford University
Taxes and Economic Behavior, Masters: Spring 1989.
Stanford University-National University of Singapore Executive Program: Summer 1987.
Introductory Financial Accounting, Masters: Fall 1987 (2 sections), Fall 1986 (2 sections), Fall
1985 (3 sections).
Introductory Financial Accounting, Sloan Executives: Fall 1987, Fall 1986.
Carnegie-Mellon University
Financial Accounting, Undergraduates: Fall 1982
Managerial Accounting, Undergraduates: Fall 1983 (2 sections), Fall 1984 (2 sections).
Lake Sumter Community College
College algebra, calculus, differential equations, and statistics, Undergraduates: 1971-1978 (5
sections per term).
Thesis Supervision
Stanford Ph.D. Thesis Committee Member
Dee Shores, 1986.
Steve Ryan, 1988.
MIT Ph.D. Thesis Committee Member
Sarah Tasker, 1997
Minyi Hung, 1998
Mary Ellen Carter, 1998
Eric Wolf, 1998
Publications
Journal Articles
"Factors Influencing Firms’ Disclosures about Environmental Liabilities," The Review of
Accounting Studies, Vol 2, No 1., 1997 (Joint with Mary Barth and Maureen McNichols).
"Teaching and Learning can be Energizing," Issues in Accounting Education, June 1999
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"Factors Influencing Firms’ Disclosures about Environmental Liabilities," The Review of
Accounting Studies, Vol 2, No 1., 1997 (Joint with Mary Barth and Maureen McNichols).
"Discretionary Disclosure and External Financing,"The Accounting Review, January 1995 (Joint
with Richard Frankel and Maureen McNichols).
"The Role of Taxes in Location and Sourcing Decisions," Studies in International Taxation,
University of Chicago Press, 1993, Chapter 6, Editors: A. Giovannini, G. Hubbard, J. Slemrod.
"Firms' Responses to Anticipated Reductions in Tax Rates: The Tax Reform Act of 1986,"
Journal of Accounting Research, 1992 supplement (Joint with Myron Scholes and Mark
Wolfson).
"Future Research Directions in Taxation," The Journal of the American Taxation Association,
Fall, 1991.
"Tax Planning, Regulatory Capital Planning, and Financial Reporting Strategy for Commercial
Banks," Review of Financial Studies , 1990 (Joint with Myron Scholes and Mark Wolfson).
"Evidence of Earnings Management from the Provision for Bad Debts," Journal of Accounting
Research, 1988 supplement (Joint with Maureen McNichols).
"The Incremental Information Content of the Accrual and Funds Component of Earnings After
Controlling For Earnings," The Accounting Review, April 1987.
"The Relative Information Content of Accruals and Cash Flows: Combined Evidence at the
Earnings Announcement and Annual Report Release Date," Journal of Accounting Research,
1986 Supplement.
Video and Newsletter Articles
President’s Message, Accounting Education Newsletter, Volume 30, Issue No. 5, Fall, 2002.
President’s Message, Accounting Education Newsletter, Volume 31, Issue No. 1, Winter, 2003.
President’s Message, Accounting Education Newsletter, Volume 31, Issue No. 2, Annual
Meeting, 2003.
President’s Message, Accounting Education Newsletter, Volume 31, Issue No. 3, Spring, 2003.
President’s Message, Accounting Education Newsletter, Volume 31, Issue No. 4, Summer, 2003.
Video: "Teaching: Structuring and Communicating Knowledge," 1992, 500 copies distributed by
The Accounting Education Change Commission.
"Leveraging Our Core Competencies: Structuring and Communicating Knowledge," Accounting
Education News, Pages 18, 20, May, 1994
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Work-In-Progress
"Navigating Accounting," introductory accounting text and software.
White Papers
"Don’t Throw Out The Reporting Baby with The Enron Bath Water," widely distributed to the
press and practitioners during 2002 and the basis of a short article in the Boston College
Magazine.
“ Some Fair Values are Fairer than Others and Few are Truth,” widely distributed to the press
and practitioners during 2008-2009
Course Materials: Cases
Navigating Accounting text/software (navigatingaccounting.com)
"Advanta," HBS Case No. N9-194-127
"Fishco, Inc," unregistered
"Hawkeye Bancorporation," HBS Case No. 9-192-064
"Morlan International," HBS Case No. N9-192-075
"Northrop Corporation: Statement of Cash Flow," HBS Case No. 9-193-026
"Northrop: A Note on the Statement of Cash Flow," HBS Case No. 9-193-030
"Parker-Spencer: The Legal Form of Joint Ventures," HBS Case No. N9-192-155
"Sierra On Line (B)," HBS Case No. N9-194-049
"Sierra On Line (C)," HBS Case No. N9-194-051
"Sierra On Line (A)," HBS Case No. N9-193-142
"Understanding the Statement of Cash Flows," HBS Case No. 9-193-027
"Whelan Pharmaceuticals: Tax Factors and Global Site Selection," HBS Case No. 9-192-066
Presentations
Research Presentations at University Seminars
1986
University of British Columbia Accounting Seminar
1986
Ohio State University Accounting Seminar
1986
University of Waterloo Accounting Seminar
1987
University of California at Los Angeles Accounting Seminar
1987
Stanford University Accounting Seminar
1987
University of Florida Accounting Seminar
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1987
University of Michigan Accounting Seminar
1987
University of Minnesota Accounting Seminar.
1988
University of California at Berkeley Accounting Seminar
1988
Northwestern University Accounting Seminar
1988
University of Pennsylvania Accounting Seminar
1988
University of Texas at Austin Accounting Seminar
1988
Cornell University Accounting Seminar
11/1/91
Virginia Tech Accounting Seminar
1/22/92
University of Illinois Accounting Seminar
1/24/92
University of Indiana Accounting Seminar.
1/29/92
University of Southern California Accounting Seminar
1/31/92
University of Colorado at Boulder Accounting Seminar.
10/22/92 University of Florida Accounting Seminar
2/9/93
Harvard University International Studies Research Seminar
2/17/93
Harvard University Financial Decisions and Control Seminar
4/19/93
Harvard University Control Area Seminar
10/18/93 Harvard University Control Area Seminar
9/22/95
Notre Dame University Accounting Seminar
12/14/95 The University of Chicago Accounting Workshop
4/26/96
Columbia University Accounting Workshop
10/11/96 The University of Alabama Accounting Workshop
Research Presentations at Academic Conferences
7/?/85
Presented "The Incremental Information Content of the Accrual and Funds Component
of Earnings After Controlling For Earnings" at the Stanford Summer Research Camp.
5/?/86
Presented "The Incremental Information Content of the Accrual and Funds Component
of Earnings After Controlling For Earnings" at the Western Regional Meeting of the
American Accounting Association, San Francisco, CA.
5/23/86
Presented "The Relative Information Content of Accruals and Cash Flows: Combined
Evidence at the Earnings Announcement and Annual Report Release Date" at the
Journal of Accounting Research Annual Conference, Chicago, IL.
7/?/86
Presented "Tax Planning, Regulatory Capital Planning, and Financial Reporting
Strategy for Commercial Banks" at the Stanford Summer Research Camp.
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7/?/87
Presented "Tax Planning, Regulatory Capital Planning, and Financial Reporting
Strategy for Commercial Banks" at the Stanford Summer Research Camp.
5/?/88
Presented "Evidence of Earnings Management from the Provision for Bad Debts" at
the Journal of Accounting Research Annual Conference, Chicago, IL.
11/?/88
Presented "Teaching Versus Research: How Stanford's Theme of Balanced
Excellence Challenges Its Junior Faculty" to the Dallas Chapter of the Stanford
Alumni.
5/4/89
Presented "Teaching Versus Research: How Stanford's Theme of Balanced
Excellence Challenges Its Junior Faculty" to the Atlanta Chapter of the Stanford
Alumni.
Presented "Improving Your Teaching Effectiveness" at the Ernst and Young Tax
Program for Leader Development, Washington, DC.
5/21/90
6/3/91
Presented ""Teaching: Structuring and Communicating Knowledge" at the Ernst and
Young Tax Program for Leader Development, Washington, DC.
8/7/91
Presented "The Role of Taxes in Location and Sourcing Decisions" at the NBER
meeting on International Taxation, Cambridge, MA.
9/12/91
Presented "Firms' Responses to Anticipated Reductions in Tax Rates: The Tax Reform
Act of 1986" at the North-East Regional Meeting of the American Accounting
Association, Buffalo, NY.
9/28/91
Presented "The Role of Taxes in Location and Sourcing Decisions" at the NBER
meeting on International Taxation, New York, NY.
4/11/92
Presented "The Role of Taxes in Location and Sourcing Decisions" at the University
of Michigan Conference on Tax Policy Research.
5/4/92
Presented "Setting the Stage for Learning" at the Ernst and Young Tax Program for
Leader Development, Washington, DC.
5/9/92
Presented "Firms' Responses to Anticipated Reductions in Tax Rates: The Tax Reform
Act of 1986" at the Journal of Accounting Research Annual Conference, Chicago, IL.
7/27/92
Presented "Foreign Direct Investments: Internal Financing and Repatriation" at the
Stanford Summer Research Camp.
7/9/93
Presented "Discretionary Disclosure and External Financing" at the University of
Minnesota Summer Research Camp.
4/10/94
Presented "Foreign Direct Investments: Internal Financing and Repatriation" at the
University of Michigan Conference on Tax Policy Research.
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7/31/95
Presented “Factors Influencing Firms’ Disclosures about Environmental Liabilities”
at the Stanford Accounting Summer Camp.
Research Presentations as Discussant
1/4/92
Discussed "Analysts' Overreaction/Underreaction to Earnings Information as an
Explanation for Anomalous Stock Price Behavior" at the American Finance
Association meetings in New Orleans, LA.
5/9/93
Discussed "Managing Financial Reports of Commercial Banks: the Influence of
Taxes, Regulatory Capital, and Earnings" at the University of Michigan Conference
on Tax Policy Research.
1/13/94
Discussed "Accounting Standards, Information Flow, and Firm Investment Behavior"
at the NBER International Taxation Conference, Cambridge, MA.
5/11/96
Discussed “Causes and Effects of Discretionary Asset Write-offs,” “Repeated
Accounting Write-offs and the Information Content of Earnings,” and “An
Investigation of Asset Writedowns and Simultaneous Discretionary Accruals” at the
Journal of Accounting Research Annual Conference, Chicago, IL
Research Presentations to Practitioners
5/9/86
Presented "The Incremental Information Content of the Accrual and Funds Component
of Earnings After Controlling For Earnings" to the Executive Board of the Financial
Executives Research Foundation, Stanford, CA.
1/27/93
Presented "Corporate Tax Effectiveness: Adding Value Through the Tax Function" at
the Bi-Annual meeting of the American Institute of Certified Public Accountants.
11/4/93
Presented "Corporate Tax Effectiveness: Adding Value Through the Tax Function" at
the Baltimore-Washington Chapter of the Tax Executives Institute.
6/23/93
Presented "Corporate Tax Effectiveness: Adding Value Through the Tax Function" at
the Los Angeles Chapter of the Tax Executives Institute.
12/3/93
Presented "Corporate Tax Effectiveness: Adding Value Through the Tax Function" at
the Financial Decision Systems, Inc. Users Conference, Palm Springs, CA.
4/19/94
Presented "Corporate Tax Effectiveness: Adding Value Through the Tax Function" at
the Chicago Chapter of the Tax Executives Institute
9/16/94
Presented "Corporate Tax Effectiveness: Adding Value Through the Tax Function" at
the a Tax Executives Institute's seminar on "Managing the Tax Department into the
21st Century," Chicago, IL.
10/4/94
Presented "Corporate Tax Effectiveness: Adding Value Through the Tax Function" at
the San Francisco Chapter of the Tax Executives Institute.
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10/23/94 Presented "Is the Corporate Tax Function In the Loop" at a general session of the Tax
Executive Institute's Annual Conference, San Francisco, CA.
10/29/94 Presented "How to Successfully Integrate Your Business and Finance Functions" at the
1994 Fall National Industry Conference, American Institute of Certified Public
Accountants, New Orleans, LA.
2/6/95
Presented "Corporate Tax Effectiveness: Adding Value Through the Tax Function" at
the Hartford Chapter of the Tax Executives Institute.
2/10/95
Presented "Successfully Integrating Your Business and Finance Functions" to the 1995
Greater Boston Executive Program at MIT.
3/14/95
Presented "Corporate Tax Effectiveness: Adding Value Through the Tax Function" at
the Kansas City Chapter of the Tax Executives Institute.
4/20/95
Presented "Corporate Tax Effectiveness: Adding Value Through the Tax Function" at
the Salt Lake City Chapter of the Tax Executives Institute.
4/28/95
Presented "Corporate Tax Effectiveness: Adding Value Through the Tax Function" at
the Conference of Accountants, Tulsa Ok.
5/5/95
Presented "How to Successfully Integrate Your Business and Finance Functions" at the
1995 Spring National Industry Conference, American Institute of Certified Public
Accountants, Palm Springs, Ca.
6/5/95
Presented "Corporate Tax Effectiveness: Adding Value Through the Tax Function" at
the Annual Meeting of the Edison Electric Institute, Boston, Ma.
7/7/95
Presented "How to Successfully Integrate Your Business and Finance Functions" at the
the Federal Reserve Bank in Boston.
2/16/96
Presented "Successfully Integrating Your Business and Finance Functions" to the 1996
Greater Boston Executive Program at MIT.
2/20/98
Presented "Successfully Integrating Your Business and Finance Functions" to the 1996
Greater Boston Executive Program at MIT.
2/12/99
Presented "Successfully Integrating Your Business and Finance Functions" to the 1996
Greater Boston Executive Program at MIT.
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Other Presentations
3/22/89
Presented "Improving Your Teaching Effectiveness" to the Stanford University Law
School Faculty.
7/9-21/89 Co-taught a two-week program at the "Ernst and Young's Stanford Summer Tax
Camp" that introduced over 50 select faculty from universities throughout North
America to the Scholes-Wolfson approach to tax research and teaching.
6/20/90
Presented "Future Research Directions in Taxation" at the American Accounting
Association Ph.D. Consortium, Tahoe, CA.
7/9-20/90 Co-taught a two-week program at the "Ernst and Young's Stanford Summer Tax
Camp" that introduced over 50 select faculty from universities throughout North
America to the Scholes-Wolfson approach to tax research and teaching.
2/18/91
Presented "Future Research Directions in Taxation" at the American Accounting
Association Doctoral Programs Conference, Las Vegas, NV.
6/3/91
Presented "Future Research Directions in Taxation" at the Big-Ten Doctoral
Consortium, Penn State University.
7/8-19/91 Co-taught a two-week program at the "Ernst and Young's Stanford Summer Tax
Camp" that introduced over 50 select faculty from universities throughout North
America to the Scholes-Wolfson approach to tax research and teaching.
2/8/92
Presented "Teaching: Structuring and Communicating Knowledge" at the American
Accounting Association New Faculty Consortium, St. Charles, IL.
3/27/92
Co-facilitated a day-long workshop on enhancing teaching effectiveness for the
business school faculty of the University of Virginia as part of Coopers & Lybrand's
"Excellence in Education" program.
2/9/91
Presented "Lecture, Discussion, and Case Methods: What Works When, and Why?"
at the American Accounting Association New Faculty Consortium, St. Charles, IL.
4/3/92
Co-facilitated a day-long workshop on enhancing teaching effectiveness for the
business school faculty of Arizona State University as part of Coopers & Lybrand's
"Excellence in Education" program.
4/16/92
Co-facilitated a day-long workshop on enhancing teaching effectiveness for the
business school faculty of Lehigh University as part of Coopers & Lybrand's
"Excellence in Education" program.
6/5/92
Co-facilitated a day-long workshop on enhancing teaching effectiveness for the
business school faculty of the University of Texas at Austin as part of Coopers &
Lybrand's "Excellence in Education" program.
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6/20/92
Presented "Teaching: Structuring and Communicating Knowledge" at the American
Accounting Association Ph.D. Consortium, Tahoe, CA.
7/5-11/92 Co-taught a one-week program at the "Ernst and Young's Stanford Summer Tax
Camp" that introduced over 50 select faculty from universities throughout North
America to the Scholes-Wolfson approach to tax research and teaching.
2/12/93
Presented "Challenges Facing New Instructors" at the American Accounting
Association New Faculty Consortium, St. Charles, IL.
5/21/93
Participated on a panel at the Big-Ten Doctoral consortium that discussed teaching
and research synergies, Columbus, OH.
6/14/93
Presented "Setting the Stage for Learning" at the Ernst and Young Tax Program for
Leader Development, Washington, DC.
7/26/93
Presented "Facilitating Interactive Learning in Large Groups" at Deloitte & Touche's
"Enhancing the Learning Experience" program at Colorado Springs, CO.
8/7/93
Co-facilitated a three-hour workshop, "You Too Can Become A Better Teacher," at
the American Accounting Association annual meetings, San Francisco, CA.
6/15/94
Presented "Setting the Stage for Learning" at the Ernst and Young Tax Program for
Leader Development, Washington, DC.
6/17/94
Presented "How Tax Research Relates to Other Accounting Research" at the
American Accounting Association Ph.D. Consortium, Tahoe, CA.
7/6-12/94 Co-taught a one-week program at the "Ernst and Young Stanford Summer Tax
Camp" that introduced over 50 select faculty from universities throughout North
America to the Scholes-Wolfson approach to tax research and teaching.
8/9-13/94 Planned and hosted a six-session program, "Leveraging Our Core Competencies:
Structuring and Communicating Knowledge," at the American Accounting
Association annual meetings, New York, NY.
2/4/95
Presented "An Integrated Framework for the Presentation of Accounting Knowledge"
at the Accounting Education Change Commission's First-Accounting Course
Workshop, Phoenix, AZ.
3/18/95
Presented "A Discussion about Career Strategies" at the American Accounting
Association Southwestern Regional Doctoral Consortium, San Antonio, TX.
11/03/95 Presented "You Too Can Become A Better Teacher" at the American Association of
Certified Accountant Conference for Educators, Tampa, Fl.
1/27/96
Presented " An Integrated Framework for the Presentation of Accounting Knowledge
" at the Orange County Annual Accounting Conference, Anahiem, CA.
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2/10/96
Wrap-up speech at the American Accounting Association New Faculty Consortium,
St Charles, IL.
5/18/96
Presented "A Discussion about Career Strategies" at the American Accounting
Association Big-Ten Regional Doctoral Consortium, Bloomington, IN.
11/8/96
Presented " An Integrated Framework for the Presentation of Accounting
Knowledge" at the Texas Society of Certified Public Accountants Educator
Conference, Houston, TX.
1/25/97
Presented " An Integrated Framework for the Presentation of Accounting
Knowledge" at the American Institute of Certified Public Accountants Educator
Conference, Tampa, FL.
2/09/97
Wrap-up speech at the American Accounting Association New Faculty Consortium,
St Charles, IL.
4/11/97
Conducted a half-day teaching effectiveness workshop at Texas A&M University,
College Station, TX.
4/01/98
Conducted teaching workshop for Carroll School Ph.D. students in organizational
studies, Boston, MA.
5/01/98
Participated on a panel on applying technology in the classroom at a Bay Area
Research Consortium workshop, Boston, MA.
Presented "Perspective of a Newcomer" to the B.C. Cleveland Alumni
6/18/98
8/18/98
Presented "Energizing Your Teaching" at the American Accounting Association
Annual Meeting, New Orleans, LA
9/02/98
Presented "Learning Through The Case Method" during the Carroll School MBA
orientation, Boston, MA.
10/27/98 Conducted teaching workshop for Carroll School Ph.D. students in finance, Boston,
MA.
11/06/98 Presented "Helping Your Students Become Business Partners" at the American
Association of Certified Accountants Annual Educator Conference in Washington
D.C.
11/13/98 Presented "Helping Your Students Become Business Partners" at the Consortium for
Accounting Educators in Phoenix, AR.
2/19/99
Presented "Scholarship and Teaching Effectiveness" at the American Accounting
Association South-West Regional Doctoral Consortium, San Antonio, TX.
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8/15/99
Presented "Developing Business Partner Competencies" at the American Accounting
Association Annual Meeting, San Diego, CA.
10/16/99 Presented "Developing Business Partner Competencies" at the Florida Association of
Teachers of Accounting Annual Meeting, Ocala, FL.
10/31/99 Presented "Developing Business Partner Competencies " at the 1999 American
Institute of Certified Accountants' Educators Conference, Framingham, MA
2/25/00
Presented "Helping Tax and Non-Tax Specialists Coordinate" at the 2000 American
Accounting Association Tax-Section Midyear Meeting, Orlando, FL.
5/18/01
Presented "Helping Students Become Business Partners" at the 2001 Two-year
Accounting Association Annual Meeting, Kansas City, KA.
8/12/01
Lead an interactive session on using cases to teach earnings quality assessments at the
American Accounting Association’s Annual Meeting in Atlanta, GA
8/13/01
Served on a panel of career management at the American Accounting Association’s
Annual Meeting in Atlanta, GA
11/02/01 Presented "Helping Students Become Business Partners" at the Rhode Island
Accounting Educators’ Annual Meeting in Newport, RI.
01/11/02 Gave a plenary address at the American Accounting Association Information Systems
Section mid-year meeting, Orlando, Fla.
02/07/02 Presented “Planning an Academic Career” at the New Faculty Consortium in St.
Charles, Il.
03/06/02 Plenary speaker at the American Accounting Association’s Southwest Region’s
annual meeting in St. Louis, MO
03/20/02 Served on a panel sponsored by the CPA Journal that considered alternative criteria
for the CPA, New York, NY.
04/12/02 Plenary speaker at the American Accounting Association’s Southeast Region’s
annual meeting in Covington, KY
04/18/02 Facilitated a panel discussion related to the Enron debacle at the American
Accounting Association’s Northeast Region’s annual meeting in Providence, RI.
04/20/02 Plenary speaker at the American Accounting Association’s Northeast Region’s
annual meeting in Providence, RI.
04/26/02 Plenary speaker at the American Accounting Association’s Mid Atlantic Region’s
annual meeting in Baltimore MA.
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05/11/02 Gave an all day teaching seminar related to my Navigating Accounting software-text
product at Saint Louis University, St. Louis, MO. (Joint with Carolyn R. Wilson)
05/16/02 Gave a luncheon speech on the Enron debacle to the Boston Security Analyst
Foundation, Boston, MA
05/31/02 Plenary speaker at the Canadian Academic Accounting Association’s annual meeting
in Montreal, CA.
06/01/02 Gave a two-hour teaching seminar at the Canadian Academic Accounting
Association’s annual meeting in Montreal, CA.
06/12/02 Served on a panel discussing the Enron debacle at the Hill and Barlow law firm,
Boston, MA
06/14/02 Facilitated a discussion with the Boston College Accounting Advisory Board,
Chestnut Hill, MA
08/12/02 Increasing teaching effectiveness with graduate students, KPMG Ph.D. Project, San
Antonio, TX
08/15/02 Teaching seminar on Yum video created by big-5 accounting firms, San Antonio, TX
08/17/02 Presidential address at the 2002 AAA annual meeting, San Antonio, TX
10/19/02 Succeeding in the new environment, Connecticut Accounting Forum for Educators
11/13/02 Panel on education reform, 9th World Congress of Accounting Educators, Hong Kong
11/13/02 Teaching workshop at Hong Kong Polytechnic University, Hong Kong
11/20/02 How U.S. companies are trying to restructure themselves to gain public trust and the
implications for Asian companies, keynote speaker at Dow Jones Asia Management
Forum, Hong Kong
11/21/02 Educating accountants for life-long learning, plenary speaker at 16th World Congress
of Accountants, Hong Kong
11/25/02 How U.S. companies are trying to restructure themselves to gain public trust and the
implications for Asian companies and a teaching workshop, Tsinghua University,
Beijing, China
11/26/02 How U.S. companies are trying to restructure themselves to gain public trust and the
implications for Asian companies, CSRC, Beijing, China
01/10/03 How U.S. companies are trying to restructure themselves to gain public trust and the
implications for Asian companies, Zhejiang University of Finance and Economics,
Hangzhou ,China
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01/23/03 How U.S. companies are trying to restructure themselves to gain public trust and the
implications for Asian companies, Michelin Tires North America, Greenville, South
Carolina
01/29/03 The challenge: raising the research and teaching hurdles without increasing resources,
Bentley College Provost Speaker Series, Boston, Massachusetts
02/01/03 Teaching earnings management cases, AAA Financial Reporting and Accounting
Mid-year Meeting, Orlando, Florida
02/07/03 Plenary speaker, AAA New Faculty Consortium, Leesburg, Virginia
02/25/03 Developing principles that will guide and motivate yourself and others, Freshman
Emerging Leaders Program, Boston College, Chestnut Hills, Massachusetts
04/12/03 Association journals update, AAA Mid-West Regional Meeting, St Louis, Missouri
04/26/03 Succeeding in the new environment, AAA Western Regional Meeting, Breckenridge,
Colorado
05/02/03 Freeing up time for critical thinking, British Columbia Chartered Accountants
Association Educators’ Conference, Vancouver, British Columbia, Canada (6 hour
workshop)
05/15/03 How U.S. companies are trying to restructure themselves to gain public trust, Boston
Consortium for Higher Education, Boston Massachusetts
05/16/03 MBA farewell address, Boston College, Chestnut Hill, Massachusetts
05/23/03 Freeing up time for critical thinking, University of Waterloo, Waterloo, Ontario
Canada (6 hour workshop)
05/30/03 Applied accounting research, Canadian Accounting Association Annual Meeting
plenary speaker, Ottawa, Ontario, Canada
06/06/03 How U.S. companies are trying to restructure themselves to gain public trust, Boston
College Accounting Department Advisory Board, Chestnut Hill, Massachusetts
06/29/03 Plenary speaker, AAA Doctoral Consortium, North Lake Tahoe, California
07/16/03 How U.S. companies are trying to restructure themselves to gain public trust, ALBA
University MBAs visiting Boston College , Chestnut Hill, Massachusetts
08/02/03 A framework for analyzing two big waves of change – recent accounting scandals
and reforms, 10th Annual Conference of the Ph.D. Accounting Doctoral Students
Association plenary speaker, Honolulu, Hawaii
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10/30/03 Motivating Class Participation, 2003 Colloquium on Change in Accounting
Education, Albuquerque, New Mexico
02/06/04 Plenary speaker, AAA New Faculty Consortium, Leesburg, Virginia
03/25/04 Proposed Act to Promote the Financial Integrity of Massachusetts’ Public Charities:
Comparison to Sarbanes-Oxley
05/01/04 Framework for Understanding Recent Reporting Scandals and Reforms, Boston
College Alumni Association, Boston, MA
06/16/04 Plenary speaker, AAA Doctoral Consortium, North Lake Tahoe, California
07/01/04 Keynote speaker, International Association of Accounting Educators and Researchers
Conference, Durban South Africa
08/08/04 Integrating Teaching and Research 3-hour workshop, American Accounting
Association Annual Meeting, Orlando, Florida
08/08/05 Panel on Taking Back the Classroom, American Accounting Association Annual
Meeting, Orlando, Florida
09/23/04 Framework for Understanding Recent Reporting Scandals and Reforms, Mind-theGAAP Accounting and SEC Updates Conference, Greenwich, Connecticut
10/23/04 Motivating Class Participation, 2004 Colloquium on Change in Accounting
Education, Sedona, Arizona
01/29/05 Mastering the Case Method, 2005 American Accounting Association Financial
Accounting and Reporting Section Midyear meeting, San Diego, CA
02/04/05 Plenary speaker, AAA New Faculty Consortium, Leesburg, Virginia
03/10/05 Freeing Up Time For Critical Thinking, University College Dublin, Dublin, Ireland
03/11/05 Integrating Teaching and Research, Ireland Accounting and Finance Association
Seminar, Dublin City University, Dublin, Ireland
05/03/05 Panel on Taking Back the Classroom, Canadian Accounting Association Annual
Meeting, Quebec City, Quebec, Canada
05/02/05 Plenary speaker, Canadian Accounting Association Annual Meeting, Quebec City,
Quebec, Canada
08/08/05 Outstanding Accounting Educator Acceptance Speech, American Accounting
Association Annual Meeting, San Francisco, CA
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08/08/05 Panel on Motivating Class Preparation, American Accounting Association Annual
Meeting, San Francisco, CA
08/09/05 Mastering the Case Method, American Accounting Association Annual Meeting, San
Francisco, CA
01/27/06 Mastering Alternative Teaching Methods, American Accounting Association
Financial Reporting Section Mid-Year Meeting, Atlanta, GA
02/02/06 Plenary speaker, AAA New Faculty Consortium, Leesburg, Virginia
03/31/06 Mastering Alternative Teaching Methods, American Accounting Association South
East Region Annual Meeting, Knoxville, TN
12/11/06 Developed and lead half day workshop for University Advancement on assessing
individuals’ and corporations’ capacity and affinity to give to Boston College
01/20/07 Facilitating Critical Thinking, American Accounting Association Financial Reporting
Section Mid-Year Meeting, San Antonio Texas
01/26/07 Plenary speaker, AAA New Faculty Consortium, Leesburg, Virginia
02/08/07 Principles versus Rules and Fair versus Unfair Values, Boston Security Analysts
Society, Boston Massachusetts
03/22/07 Backdating Stock Options, Lead interactive session with prospective Boston College
MBA students
04/19/07 Backdating Stock Options, Lead interactive session with prospective Boston College
MBA students
08/14/07 Mastering the Case Method, American Accounting Association Annual Meeting,
Chicago, Illinois
08/14/07 Facilitating Critical Thinking, American Accounting Association Annual Meeting,
Chicago, Illinois
04/19/08 Mastering the Case Method, American Accounting Association Workshop for
Accounting Professionals Considering Teaching, New York, NY
08/02/08 Mastering the Case Method, American Accounting Association Annual Meeting,
Anaheim, California
07/31/09 Teaching Students How to Make Informed Judgments, American Accounting
Association Annual Meeting, New York, NY
10/24/09 Plenary speaker, Facilitating Critical Thinking, XXVII Inter-American Accounting
Conference, Cancun, Mexico
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10/24/09 Teaching Students How to Make Informed Judgments, XXVII Inter-American
Accounting Conference, Cancun, Mexico (Joint with Carolyn R. Wilson)
11/07/09 Teaching Students How to Make Informed Judgments, North East Regional Meeting
of American Accounting Association Annual Meeting, Boston, MA (Joint with
Carolyn R. Wilson)
03/26/10 Overcoming the Barriers Between Your Ears, Executive Lecture Series, Lake-Sumter
Community College, Leesburg, FL
04/10/10 Teaching Students How to Make Informed Judgments, Southeastern Regional
Meeting of American Accounting Association, Mobil, AL (Joint with Carolyn R.
Wilson)
04/30/10 Overcoming the Barriers Between Your Ears, Western Regional Meeting of
American Accounting Association Annual Meeting, Portland, OR
05/01/10 Teaching Students How to Make Informed Judgments, Western Regional Meeting of
American Accounting Association, Portland, OR (Joint with Carolyn R. Wilson)
05/08/10 Teaching Students How to Make Informed Judgments, Ohio Regional Meeting of
American Accounting Association, Columbus, OH (Joint with Carolyn R. Wilson)
05/18/10 Facilitating Learning with Lecture Capture, Boston College 2010 e-Teaching Day
(Joint with Carolyn R. Wilson)
10/14/10 Moderated Regulation in the Audit Profession: Yesterday, Today, and Tomorrow at
the Security and Exchange Historical Society, Washington DC.
10/22/10 Teaching Students How to Make Informed Judgments, Midwest Regional Meeting of
American Accounting Association, Oakbrook IL. (Joint with Carolyn R. Wilson)
02/04/11 Incorporating Judgment into Your Courses, Teaching and Learning Section of
American Accounting Association Mid-year Meeting, on-line webcast (Joint with
Carolyn R. Wilson)
10/07/11 Using Technology to Free Up time for Critical Thinking, American Accounting
Association Annual Meeting, Denver, CO (Joint with Carolyn R. Wilson)
08/28/11 IFRS and Emerging Issues in Accounting, Massachusetts Association or Accounting
Professors Annual Meeting, Framingham, MA
02/03/12 Plenary speaker, AAA New Faculty Consortium, Leesburg, Virginia
06/06/12 Flipping the Classroom, All-day workshop, University of British Columbia Okanagan
Campus, Okanagan, British Columbia (Joint with Carolyn R. Wilson)
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08/06/12 Keynote Speaker: Flip or be Flipped, American Accounting Association Teaching,
Learning, and Curriculum Section Annual Meeting, Washington, DC
08/10/12 Flipping the Classroom, All-day workshop, Texas Christian University, Fort Worth,
TX (Joint with Carolyn R. Wilson)
08/28/12 Motivating Preparation and Participation, Boston College New Faculty
09/26/12 Motivating Preparation and Participation, Boston College Part-time Faculty
11/09/12 Keynote Speaker: Flip or be Flipped, Knowledge Globalization Conference, Boston,
MA (Joint with Carolyn R. Wilson)
02/01/13 Plenary Speaker: Embracing Changes and Teaching Effectiveness – Flipping the
Classroom, AAA New Faculty Consortium, Leesburg, Virginia
04/05/13 Plenary Speaker: Big Changes on the Accounting Horizon With or Without IFRS,
Massachusetts Business Educators Association Conference, Boston, MA.
05/07/13 Flipping the Classroom, All-day workshop, University of Texas, Austin, TX (Joint
with Carolyn R. Wilson)
05/07/13 Flipping the Classroom, All-day workshop, Canadian Academic Accounting
Association Annual Meeting, Montreal, Quebec (Joint with Carolyn R. Wilson)
05/07/13 Plenary Speaker: Weathering the MOOC Storm—Moving Up the Flip Continuum,
Canadian Academic Accounting Association Annual Meeting, Montreal, Quebec
(Joint with Carolyn R. Wilson)
08/04/13 Flipping the Classroom, half-day workshop, American Accounting Association
Annual Meeting, Anaheim, CA (Joint with Carolyn R. Wilson)
08/06/13 Pathways Vision Model for Accounting Education, American Accounting
Association Annual Meeting, Anaheim, CA (Joint with Ellen Glazerman, Leslie
Knowlton, Mike Tiller, and Carolyn R. Wilson,)
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