School of Accountancy 2015 Newsletter

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School of Accountancy
2015 Newsletter
Mizzou School of Accountancy’s traditions of
Excellence and Giving flourish
Hannah Miles (BSAcc, MAcc,
2014), EY – St. Louis, winner
of 2014 AICPA Elijah Watt
Sells Award
Nathan Hutson (BSAcc, MAcc,
2012), RubinBrown – St. Louis,
winner of 2013 AICPA Elijah
Watt Sells Award
Mizzou alumni Bob and Sally Robuck
establish generous scholarship endowment
for Accountancy students at Mizzou
RubinBrown establishes named
faculty position at Mizzou
Message from the Director
Dear School of Accountancy Alumni and Friends:
Greetings from the University of Missouri! It’s been a fantastic year at Mizzou
and I am writing to update you on our activities and accomplishments during
2014-2015.
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We have had several notable events/accomplishments during this academic year,
including:
hiring of three tenure-track faculty
hiring/replacement for three staff positions
another excellent year of research productivity for Mizzou accountancy faculty,
including publication in top-tier and highly-regarded research journals
several high-profile, value-added professional development events for our students
generous support from alumni and firms, including new scholarship
endowments from Bob and Sally Robuck, John and Peg Slusher, and Ken
Stone, as well as a new named faculty position from RubinBrown
a comprehensive curriculum review and AACSB learning
assessments subsequent to recent reaccreditation.
Our faculty accomplishments are detailed on pages 4-9. Our faculty consistently publish
in top-tier journals (as evidenced in BYU’s accounting research rankings and Academic
Analytics research productivity metrics, among others), engage in high quality teaching,
and maintain high levels of service to both the academic and professional accounting
communities. The School’s 150-hour and graduate programs are continuing their
remarkable progress. The quality of our programs are affirmed in a variety of rankings and
other even more important metrics such as faculty research productivity, student quality,
internships/placements, alumni support, and accounting firms’ support/involvement.
Professional development opportunities for our students, faculty, and alumni are also
extensive. Many of these are described and pictured in this newsletter, including:
• the Orin Ethics Symposium featuring former US Representative Mike
Oxley, co-author of the Sarbanes-Oxley legislation (pages 15-22)
• a talk by Brown Smith Wallace tax managing partner (and Mizzou grad) Marty Doerr
to our 2014 admit class on accounting careers and the profession (pages 37-39)
• a keynote address to our 2015 graduating class by PwC Missouri
Market Leader (and Mizzou grad) John Tvrdik (pages 40-43)
• a keynote address to our 2015 Beta Alpha Psi initiates by Deloitte
Tax Partner (and Mizzou alum) Scott Picker (pages 47-48)
• case competitions conducted by CBIZ MHM, Deloitte, KPMG, and PwC (pages 49-50)
• guest lectures by several professionals such as Boyd Behnke and David Swiney (KPMG);
Kreg Brown (EKS&H); Brett Lewis and Jim Burton (Grant Thornton); Chris Barbee
(PwC); Jim Grimes (RubinBrown) and so many other individuals and firms (including
those who attended Professor-for-a-day events during Business Week in the Spring).
Our student organizations (pages 23-26) continue their strong linkages with the professional
community. Our employer and donor support continue to be impressive. For example, we have several
named faculty positions such as those for BKD, Brown Smith Wallace, CBIZ MHM, Deloitte, EY,
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School of Accountancy
KPMG, Missouri Society of CPAs, Nikolai, PwC, Williams Keepers, and now RubinBrown (page 14).
Combined with new and existing student scholarship support from accounting firms and private
donors (pages 14 and 27-28), they provide the sustenance for our operations and expansion.
On the hiring side, we are pleased to welcome three new faculty to our ranks: Feng Chen (from
University of Toronto), Brant Christensen (Texas A&M), and Roy Schmardebeck (Arkansas).
We are also in place to expand our faculty size by utilizing the proceeds of a specially approved
accountancy program fee. This expansion will likely begin next year. We also have three excellent
staff appointments/promotions: Koni Daws’ promotion to Director of 150-hour & Master’s programs
in Accountancy; Shannon Ferguson’s appointment as Assistant Director of 150-hour & Master’s
programs in Accountancy; and Shawn Pallardy’s appointment as Administrative Associate for the
School of Accountancy. I am pleased to welcome all our new hires – and look forward to many years of
productivity and excellence from them!
Our faculty aims at excellence in all three dimensions of academic performance: teaching, research,
and service. At the same time, each faculty member plays to his/her strengths, resulting in an excellent
team performance. The wide-ranging successes of our students and alumni are evidence of the high
quality, well-rounded processes that our faculty employ in conjunction with the high quality “inputs”
that we have in the form of our student admits, alumni support, and staff resources. As I begin my
25th year at Mizzou, a salient observation that I would make from my tenure here would pertain to the
exquisite balance and coordination across our people (faculty, staff, alumni, and students), programs
(undergraduate, Master’s, and doctoral), and opportunities for professional development.
As I travel the country and observe a variety of programs, I would also say that this abiding attention
to balance, consistency, quality, and cost is what differentiates and defines Mizzou so well. As
indicated in the cover of this newsletter, such attention clearly pays dividends in the form of student
excellence (e.g., two consecutive years of AICPA Elijah Watt Sells Awards for performance on the
CPA exam – Nathan Hutson for 2013 and Hannah Miles for 2014) and in the cycle of alumni giving
(e.g., Bob and Sally Robuck scholarship endowment, RubinBrown named faculty position, John and
Peg Slusher’s and Ken Stone’s most recent scholarship endowments).
To maintain and to continue to enhance our activities, I request your continued support. Your
financial contributions toward supporting faculty research and teaching as well as student scholarships
would be greatly appreciated. You can make a financial contribution by filling out the “Alumni
& Friends Update” form at the end (inside back cover) of this newsletter. In addition, I ask that you
please stay in touch with us. You can send us information by e-mail to [email protected]
You can also visit us our home page at http://accountancy.missouri.edu. Our Facebook page at
https://www.facebook.com/MizzouAccountancy continues to grow with event pictures, memories,
and the Mizzou Tigers’ school spirit! In addition, our Twitter and LinkedIn pages are also active (at
https://twitter.com/MizzouAcct and “University of Missouri School of Accountancy” respectively).
Please “like” or “follow” or “join” us on these social media!
On behalf of the faculty and staff of the School of Accountancy at Mizzou, I wish you all a great
2015-2016! Thanks for your support.
Best Regards,
Vairam Arunachalam
Director, School of Accountancy
2015 Newsletter
3
Faculty Activities
Vairam Arunachalam (PhD, Illinois ’91), Director of
the School of Accountancy & PricewaterhouseCoopers
/ Joseph A. Silvoso Distinguished Professor, continues
his teaching in the area of Forensic Accounting and
Fraud Examination. In addition, he helps coordinate
and organize the Orin Ethics Symposium, Dawdy Speaker
Series, and several other educational forums for students,
professionals, alumni, and faculty. This past year,
Professor Arunachalam completed his service as a member
of the Board of Directors of the Missouri Society of CPAs
(MSCPA) and continued his service as a member of the
University of Illinois’ Accountancy Advisory Board. In
addition, he commenced his term as a member of the
Board of Regents of the Institute of Certified Management
Accountants. Professor Arunachalam also continues to
serve as a member of AACSB accreditation review teams
and will be serving as chair of accounting accreditation
review teams in both 2016 and 2017. This past year, he had
an article published in International Journal of Management
Accounting Research, in addition to recent publications
in Journal of Information Systems, Journal of Vocational
Behavior, and Journal of Forensic & Investigative Accounting.
Billie Cunningham (PhD, North
Texas ’80), EY Teaching Scholar and
teaching professor. Professor
Cunningham currently teaches the first
undergraduate elementary accounting
course and the MBA Accounting for
Managers course. She continues to serve
as the advisor to Beta Alpha Psi. She serves on the editorial
board of Issues in Accounting Education and the editorial
advisory board of Accounting Education: An International
Journal. Cunningham continues to serve as chair of the
School of Accountancy’s 150-Hour Program Policy
Committee. She currently serves as a member of the
University of Missouri Student Success Working Group
and is on the Steering Committee for the American
Accounting Association’s Conference on Teaching and
Learning in Accounting.
Jere R. Francis (PhD, University of
New England, Australia ’82), is
the Curators’ Professor, Trulaske Chair,
and Director of the Accountancy Ph.D.
program. He teaches doctoral research
seminars and the School’s 5th year
capstone course, Accounting & Strategic
Financial Analysis, a case-based course that inter-relates
corporate strategy, accounting, financial analysis, and
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School of Accountancy
business valuation. During the 2014-15 academic year,
Professor Francis published papers in The Accounting
Review, Contemporary Accounting Research, and Auditing: A
Journal of Practice & Theory. He also presented his research
at the annual meeting of the American Accounting
Association and the European Auditing Research
Symposium. Professor Francis serves on the editorial
board of The Accounting Review, Review of Accounting
Studies, and Auditing: A Journal of Practice & Theory. Matt Glendening (PhD, University of
Iowa ’12), an assistant professor,
continues to teach intermediate financial
accounting. He also teaches an
international accounting course that
concludes with a student trip to London,
UK. Professor Glendening’s research
interests pertain to the areas of financial reporting and
disclosure. His current research examines the implications
of corporate financial reporting for the efficiency of firm
investments in innovation. He is an active member of the
American Accounting Association (AAA) and has served as
a reviewer and presenter at the AAA annual meeting.
Kristen Hockman (MAcc, University
of Missouri ’00), Assistant Teaching
Professor and Williams-Keepers
Teaching Scholar, continues to teach
Computer-Based Data Systems,
Governmental Accounting, and
Advanced Auditing. She also taught
Accounting Information Systems this past school year. She
continues to serve as the Course Coordinator for the
Computer-Based Data Systems course, which typically
offers 14 sections each semester. She acts as an instructor
and mentor to approximately 30 Trulaske College of
Business students during their summer internships.
Professor Hockman is the Campus Coordinator for the
Becker CPA Review course. In this role, she informs
students about the CPA Exam, assists students with the
CPA Exam application process, schedules the review
classes, instructs an online section of the review course for
Mizzou students each semester, and provides students with
support and guidance as they prepare for the CPA Exam.
She is a member of the American Accounting Association,
the Missouri Society of Certified Public Accountants, and
the Government Finance Officers Association.
Inder Khurana (PhD, Arizona State
University ’89), KPMG/Joseph A.
Silvoso Distinguished Professor, taught
the international accounting seminar in
the Ph.D. program and the capstone
course focusing on business strategy,
financial statement analysis, and
valuation in the 150-hour accountancy program during
the past academic year. Several of his research papers were
presented at the annual meetings of the American
Accounting Association (AAA) and the European
Accounting Association and the Mid-year meetings of the
AAA. These papers are in the financial and auditing areas.
He is currently working on examining the efficacy of audit
quality indicators identified in the Public Company
Accounting Oversight Board (PCAOB) issued concept
statement. His coauthored paper titled “State Pension
Liabilities and Credit Assessments” is forthcoming in
Accounting Horizons.
Kyonghee Kim (PhD, Pittsburgh, ’05),
Assistant Professor, CBIZ MHM
Faculty Scholar. Professor Kim’s
teaching interests are in financial and
managerial accounting. She currently
teaches cost and managerial accounting
course. Her research focuses on
incentive compensation design, corporate voluntary
disclosure and financial reporting, and corporate
governance. She has published in scholarly journals such as
Journal of Accounting and Economics, The Accounting Review,
Journal of Management Accounting Research, Journal of
Business Finance & Accounting, Journal of Corporate Finance,
and The Financial Review. Her paper published in Journal of
Management Accounting Research received the best paper
award from the journal for the year 2012. She is an active
member of the American Accounting Association and
Missouri Society of Certified Public Accountants. She also
serves as an ad hoc reviewer to journals, such as The
Accounting Review, Journal of Corporate Finance, Journal of
Banking and Finance, and The Financial Review.
Penny Kleen, (PhD University of
Missouri-Columbia, 1996), assistant
teaching professor, joined the faculty in
2007 after serving as a visiting professor
at MU for a few years. Professor Kleen
enjoys teaching Financial Accounting
Theory & Practice I, II, and III to the
accounting majors and Financial Accounting Concepts to
the finance majors. She continues to serve as the faculty
advisor to the Association of Accountancy Students (AAS),
serving since 2009.
Elaine Mauldin (PhD, Nebraska ’97),
is an associate professor and the BKD
Professor. She teaches Accounting
Information Systems and IS Control &
Assurance. Professor Mauldin also
conducts research in auditing and
corporate governance. For example, this
year her project examining CFO versus audit committee
influence on audit fees was published in The Accounting
Review and her project examining risk committees and
audit fees was accepted for publication in Auditing: A
Journal of Practice & Theory. She has published papers in
other leading accounting journals such as Journal of
Accounting & Economics, Contemporary Accounting Research,
Journal of Information Systems, and Accounting Organizations
& Society. She is also serving the profession as a member of
the American Accounting Association’s (AAA) Council
and Strategic Task Force. In addition to serving as a
reviewer for various journals, Professor Mauldin is an
editor for The Accounting Review.
Stevie Neuman (PhD, Texas A&M
University ’14) is an assistant professor
and the Brown Smith Wallace Faculty
Scholar. She teaches Introduction to
Taxation to junior and senior
accountancy students. Her research
interests are primarily directed at
investigating aspects of firms’ tax strategies, as well as
firms’ tax risk. Specifically, Professor Neuman is interested
in the determinants of tax strategy choice, the properties
of sustainable tax avoidance, and the measurement of
firms’ tax risk. She has published her research in
Contemporary Accounting Research. Professor Neuman is an
active member of the American Accounting Association
and American Taxation Association, presenting her work
and serving as a reviewer and discussant at both the annual
and tax-section meetings during the 2014-2015 academic
year. She enjoyed becoming acquainted with the faculty,
staff, students, alumni, and accounting professionals
associated with Mizzou during her first year.
2015 Newsletter
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Faculty Activities
Nate Newton (PhD, Texas A&M
University ’13), is an assistant professor
and the Missouri Society of CPAs
Faculty Scholar. He teaches Auditing
Theory and Practice I. His research
interests relate to current issues facing
the audit profession. In a previouslypublished paper, he investigated how local competition
among audit firms influences the likelihood of client
restatements. Continuing that line of research, he is
currently exploring how competition affects opinion
shopping, internal control problems, and the potential for
earnings management. He is active in the American
Accounting Association (AAA) and presented two of his
studies at AAA meetings this year. In addition, he has
served as a moderator, reviewer, and discussant at AAA
meetings and a reviewer for the AAA’s publications,
Auditing: A Journal of Practice and Theory and Accounting
Horizons. Professor Newton has also attended events
hosted by the Missouri Society of CPAs and the Missouri
Association of Accounting Educators and has enjoyed
interacting with other Missouri accounting professionals
and educators.
Raynolde Pereira (PhD, Arizona ’01)
is the Andersen/Silvoso Professor. He
teaches in the area of taxation and
financial reporting. His research
interests primarily involve corporate tax,
accounting and disclosure quality, and
international accounting and auditing.
He has also carried out research in the areas of corporate
financing, international auditing, and not-for-profit and
regulatory reporting. His work has been published in
leading accounting, finance, and law journals such as the
Journal of Financial and Quantitative Analysis, Journal of
Accounting Research, the Accounting Review, Review of
Accounting Studies, Contemporary Accounting Research and
the Journal of Law and Economics. His work has been
presented at international, national, and regional
accounting and finance conferences. He is an active
member of the American Accounting Association with
involvement in the international accounting and tax
sections. He continues to serve as an ad hoc reviewer to
several top accounting and finance journals.
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School of Accountancy
Chris Prestigiacomo (PhD,
University of Missouri ’95), Associate
Teaching Professor. He serves as the
coordinator of the School’s (and
College’s) AACSB maintenance of
accreditation efforts. He has taught the
second principles course (2037), cost/
managerial (3347), the intermediate financial course for
finance majors (4356), the capstone (8450), the course
required for minors (2010), two MBA modules in financial
statement analysis and a hybrid financial statement
analysis/investments course in the executive MBA
Program. He was honored as the Faculty Member of the
Year (May 2008) by the students of the Trulaske School of
Business, Teacher of the Year (June 2009) by the Kansas
City Alumni, Williams-Keepers Teaching Excellence
Award (2008 and 2010), the Lambda Chi Alpha Professor
of the Year (2010) and the Bruce and Pam Walker
Outstanding Faculty Service Award (2012). He has earned
the Chartered Financial Analyst (CFA) designation as well
as that of Certified Management Accountant (CMA).
Recently, he served as an editor for Cengage Publishing.
Effective Fall 2011, Professor Prestigiacomo was appointed
to the Nikolai Teaching Scholar position. He was also
initiated into the University of Missouri chapter of
Mortarboard in 2015.
Ken Shaw (PhD, Wisconsin, ’95),
associate professor and Deloitte
Professor. He currently teaches
Intermediate Financial Accounting and
Corporate Governance and Financial
Reporting in the Masters of
Accountancy program. He also teaches
Accounting for Managers in the online executive MBA
program. He is the faculty advisor for the School’s student
chapter of the Association of Certified Fraud Examiners.
His current research examines issues relating to stock
option accounting, pension accounting, deferred taxes, and
corporate governance. In the past year he published a
paper on critical accounting estimates in Accounting
Horizons. In addition to serving as an ad hoc reviewer for
several accounting, finance, and business journals,
Professor Shaw serves on the editorial boards of the
Journal of Business Research and Research in Accounting
Regulation. He is the chair of the College’s
Internationalization Committee.
Rachel A. Wilson (LLM, New York
University ’00). Professor Wilson
currently teaches several sections of
Introduction to Taxation, Taxation of
Corporations and Shareholders, Tax
Research and Procedure, and
Multijurisdictional Taxation (a class that
combines state and local taxation and international
taxation), and Mergers and Acquisition Taxation. Professor
Wilson acts as the faculty advisor for the Tax Club, which
aims to increase interest among students in a career in tax.
This year, Wilson acted as faculty advisor to students
competing in accounting competitions, including the PwC
xTAX Competition and the Deloitte FanTAXtic National
Competition. In November 2014, she advised and accompanied the University of Missouri student team to Dallas
for the regional round of the Deloitte FanTAXtic National
Competition. Wilson serves as a board member of the
University of Missouri Law School’s Tax Law Society.
Faculty Members with Named Faculty Positions
Vairam Arunachalam
Director &
PricewaterhouseCoopers/
Joseph A. Silvoso
Distinguished Professor
Inder Khurana
KPMG/Joseph A. Silvoso
Distinguished Professor
Nate Newton
MSCPA Faculty Scholar
Billie Cunningham
EY Teaching Scholar
Kyonghee Kim
CBIZ MHM Faculty
Scholar
Raynolde Pereira
Arthur Andersen & Co.
Alumni/ Joseph A. Silvoso
Distinguished Professor
Jere Francis
Robert J. Trulaske, Sr.
Chair and Curators’
Professor
Elaine Mauldin
BKD Professor
Chris Prestigiacomo
Nikolai Teaching Scholar
Kristen Hockman
Williams Keepers
Teaching Scholar
Stevie Neuman
Brown Smith Wallace
Faculty Scholar
Kenneth Shaw
Deloitte Professor
2015 Newsletter
7
Adjunct Faculty Activities
Erin Anderson (MAcc, University of
Missouri ’00), spent twelve years in the
public accounting sector as a Certified
Public Accountant. She began her career
in Chicago in the audit practice of
Arthur Andersen before transitioning to
Deloitte. She primarily audited a
publicly-traded multinational pharmaceutical company
and a large, privately-owned management and hotel
ownership company. While working for Deloitte, Erin
transferred to the Cambridge, England office. In
Cambridge, she expanded her portfolio by working on
smaller start-up companies. After five years total with
Deloitte, Erin moved to Ernst & Young in Cambridge and
continued as a manager in their audit practice for six years.
Erin returned to Columbia in 2012 and has worked in
adjunct teaching roles including the redevelopment and
teaching of Accounting 2026 and 2027, the teaching of
Accounting 7310, and serving as a job coach to students in
MU’s Professional Development Program.
Sandra A. Freese, CPA, CRMA (BS,
Illinois ’92), is the Vice President of
Internal Audit at Landmark Bank, a $2.2
billion privately-owned financial
institution with 40+ locations in
Missouri, Oklahoma, and Texas. Sandra
has 15 years of audit experience (nine as
CAE) and 20 years of experience in the financial services
field. She served as the President of the Central Missouri
chapter of The Institute of Internal Auditors for three
years, and currently serves on the Board of Trustees for
Banking Education for the Missouri Bankers Association.
Early in her professional career, Sandra worked for Ernst
& Young (St. Louis) and Edward Jones. Sandra is also an
Adjunct Professor in the University of Missouri’s School
of Accountancy, teaching a graduate level elective course
on Internal Auditing. The course includes a group project
wherein students assume the role of the Internal Audit
Division of an organization of their choosing. The
objective of the project is to make a 30 minute presentation
to the Audit Committee of the Board of Directors and
Senior Management. The presentation includes the
Internal Audit Charter, audit risk assessment, annual audit
plan, and results of a recent internal audit; all of which are
developed by the students over the course of the semester. 8
School of Accountancy
Kari Gingrich, CPA (MAcc, University
of Iowa ’08), Adjunct Professor, began
her career in higher education teaching
introductory accounting and economics
courses at the University of Iowa, where
Professor Gingrich earned the Byron G.
Ross award for excellence in accounting
instruction. Kari worked for KPMG in Chicago and Des
Moines before relocating to Columbia with her husband
and son to pursue a career teaching. She began teaching
the Introduction to Federal Income Taxation course at
MU, as well as Introduction to Accounting, Financial
Accounting Concepts, Cost Accounting, and
Governmental Accounting. Kari also works as a job coach
to students involved with business internships through
MU’s Professional Development Program. Professor
Gingrich enjoys the opportunity to work closely with
students from the Trulaske College of Business as they
enter their working lives. Kari is a licensed CPA in the
state of Missouri and serves as Treasurer of the Board of
Directors for The Language Tree, a language immersion
school in Columbia.
Roy Greenway, CPA, CFE, CIA,
CFF, CFI, CRT (MS in Accounting,
Texas Tech Univ.), Adjunct Professor at
MU and is (and has been) the General
Auditor for the City of Kansas City MO
for the past 13 years. He held numerous
positions in Internal Audit and
Corporate Tax at Phillips Petroleum for 22 years and prior
to that had 8 years in public accounting. This year, Roy
began his MU career by teaching one section of the
Investigative and Forensic Accounting Class. This class
focuses on increasing awareness of fraud, identifying its
red flags and continues with instruction on investigative
techniques including interview / interrogation approaches.
Students can select from a variety of projects to expand
their learning by presenting case studies of recent criminal
fraud, testing several quarters Earnings Per Share data for
publicly traded companies for compliance with Benford’s
Law and a completing challenging “find the fraud” project
that simulates a real world scenario. The class also focuses
on the litigation aspects of forensic accounting,
requirements of expert witnesses, valuation methodology
and related skills and techniques. In the Fall semester, Roy
also was a guest lecturer in Dr. Vairam Arunachalam’s
Fraud Examination class where he introduced the students
to successful interviewing / interrogation techniques. In
February 2013, Roy was selected to speak at the
Association of Certified Fraud Examiners 24th Annual
Conference in June 2013 on the topic of vendor auditing.
He also gave presentations on Congregational Fraud at the
Harding University’s Lectureship in October 2012.
Chad M. John (Masters in Forensic
Accounting, Florida Atlantic University,
’10; BSAcc, University of Missouri ’92),
CPA-CFF, CFE, Adjunct Professor, is in
his third year teaching Forensic
Accounting, a graduate level elective
course in the School of Accountancy.
Chad graduated from the University of Missouri with a BS
in Accountancy. Chad brings to the classroom over four
years in public accounting with Ernst & Young LLP and
18 years investigating complex white collar crime as a
Special Agent with the Federal Bureau of Investigation.
The Forensic Accounting course Chad teaches provides
students with not only an academic understanding of the
skills required and opportunities available for forensic
accountants, but also real-world experiences through
expert guest speakers in the law enforcement and forensic
accounting professions. The course includes a hands-on
capstone case wherein the students perform a forensic
investigation, requiring an interview of an identified
suspect. Chad continues to accept public speaking invitations throughout the year to civic, professional, and
academic groups regarding today’s white collar crime.
Chad is a licensed CPA in the state of Missouri, Certified
in Financial Forensics, and is a Certified Fraud Examiner.
Katelyn Kraft, CPA (MAcc, University
of Missouri 2009), Adjunct Professor,
began her career in the private sector
helping launch a website and specialized
search engine. Katelyn worked for
servicenoodle.com as the accounting
manager until accepting an audit
position with Williams Keepers, LLC. During her time at
Williams Keepers, Katelyn focused primarily on clients
within the banking industry, local governments and
student financial aid audits. Currently she is teaching
Financial Accounting Concepts, an accounting course for
finance majors and works as a job coach to students
enrolled in the Professional Development Program BA
4500. Professor Kraft is a licensed CPA in the state of
Missouri, and is the accounting manager for a local
marketing firm (Lift Divison).
Loren A. Nikolai (PhD,
Minnesota,’73). As an EY Professor
Emeritus, he taught one section of the
first honors elementary accounting
course in the fall semester and one
section of the second honors elementary
accounting course in the spring semester
on a volunteer basis, primarily for Cornell Leadership
Program students and selected pre-accountancy students.
In November, he participated in the Missouri Association
of Accounting Educators meeting. He played 208 rounds
of golf last year to surpass his goal of 200. Because of the
recent rainy spring, he is only shooting for 180 rounds this
year. However, his goal may not be achieved because he
continues to take piano lessons and has again volunteered
to teach one section of the first and second honors
elementary accounting courses next academic year.
John J. Sheehan, CPA (JD/MBA
St. Louis University) Adjunct Professor.
John teaches a section of Taxation of
Business Entities in the Masters of
Accountancy Program. The course
focuses on tax technical issues involving
various forms of business entities
including corporations, subchapter S entities and
partnerships. The students as well complete assignments
involving tax compliance, tax research and tax planning
impacting the various types of business entities. He is a
partner with Williams Keepers LLC and is located in
Jefferson City. His practice includes tax advisory services
to closely-held businesses and their owners. He is past
chairman of the Jefferson City Chamber of Commerce
and the Jefferson City YMCA and is currently active in a
variety of civic and community boards. He is also a Board
member of the Missouri State Board of Accountancy.
Paul L. Vogel, Paul is President, CEO
and Founder of Argos Partners, LLC.
During the Spring 2015 academic year,
he taught Partnership Tax, which was
available to both Accountancy and Law
students. Paul received his LLM in Tax
Law from Washington University in
Saint Louis - School of Law, his JD from the University of
Missouri - School of Law, and both his MAcc (with an
emphasis in Taxation) and his BSAcc from the University
of Missouri – Trulaske College of Business. He is a
licensed attorney in Missouri and Illinois and a licensed
CPA in Missouri and Texas.
2015 Newsletter
9
New Faculty and Staff
Feng Chen (PhD, Columbia
University 2008) is an incoming assistant
professor of accountancy. He teaches
Intermediate Accounting classes.
Professor Chen’s research interests
involve financial reporting quality,
corporate disclosure policy, corporate
governance, international accounting, and financial
statement analysis. His research has been published in
scholarly journals such as Contemporary Accounting Research
and The Accounting Review. Recently, his coauthored paper,
titled “Accounting Conservatism and Performance
Covenants: A Signaling Approach”, is conditionally
accepted for publication at Contemporary Accounting
Research. Professor Chen is an active member of both the
American Accounting Association and the Canadian
Academic Accounting Association. In the past year,
Professor Chen presented his research at various
conferences and workshops in Australia, Canada, China,
Singapore, and the U.S.
Brant Christensen (BS, MAcc,
BYU 2009, PhD, Texas A&M 2015)
is an incoming assistant professor of
accountancy. Brant teaches Accounting
Information Systems and his research
interests focus on the external audit
function, audit quality, and audit-related
standard setting and regulation. Brant worked for two
years in PwC’s assurance practice and is a CPA in the state
of Ohio. He was awarded competitive research grants from
The Center for Audit Quality in 2012 and 2013, was one of
ten recipients of the 2013 Deloitte Foundation Doctoral
Fellowship, and was awarded the Dean’s award for
Outstanding Research by a Doctoral Student in 2014.
His research has been accepted for publication in
Auditing: A Journal of Practice and Theory, The Journal of
the American Taxation Association, and Accounting Horizons.
Brant and his wife, Marcie, enjoy spending their free time
with their three energetic boys (8, 5, and 3 years old) and
one baby girl.
10
School of Accountancy
Roy Schmardebeck (BS, MAcc,
BYU 2009; PhD, Arkansas 2015) is an
incoming assistant professor of accountancy. Roy teaches Intermediate
Financial Accounting and his research
interests focus on financial reporting and
corporate governance. Roy worked for
two years as a CPA in Ernst and Young’s assurance
practice. He received the Distinguished Doctoral
Fellowship from the University of Arkansas and he was
chosen to be a fellow at the 2014 AAA/Deloitte/J. Michael
Cook Doctoral Consortium. His research has been
accepted for publication in The Accounting Review. Roy and
his wife, Brenna, enjoy spending their free time with their
three children.
With the retirement of Phyllis Moore in
May 2015, Koni Daws has been promoted to the Director of the 150-Hour
and Master of Accountancy programs.
Koni is assisting in the formulation and
implementation of a variety of strategic
initiatives as well as operational functions to further enhance our nationally ranked accountancy program. She advises students in the program, works
with firms to increase internships and full-time placement,
coordinates the study abroad class and trip, and teaches a
variety of classes. Koni is the faculty advisor for NABA
(National Association of Black Accountants) and during
the 2014-2015 academic year, she taught Intro to
Accounting for non-business majors, and co-facilitated
International Accounting, a winter intersession study
abroad course. The study abroad program will be going to
London, England again in January 2016 where students
will visit public accounting firms, private companies and a
regulatory agency. Koni holds a Master of Accountancy
degree from Mizzou, Master of Sport Administration
from Wichita State University and a BSBA Accounting
from the University of Nebraska-Lincoln. She has extensive experience in public and private accounting, including
five years with Coopers & Lybrand, two years with a
regional public firm, and several years at a regional retail
store headquarters. Also, she had a variety of academic/
advising positions in athletics at Texas A&M-Commerce,
Southern Methodist University, and Oklahoma State
University. She has served as Director of Finance for the
National Association of Intercollegiate Athletics (NAIA),
the College of Education at Oklahoma State University
and most recently the athletic department at University of
New Staff (continued) and 2014-2015 Research Workshops
Nebraska at Kearney. Koni holds a CPA license in the
State of Missouri and is a member of the Missouri Society
of CPAs (MSCPA).
Shannon Ferguson, (MAcc, BSAcc,
University of Missouri ’09), starting in
May 2015 will serve as the Assistant
Director of the 150-hour and Master’s
Programs in Accountancy. In this role,
she will advise students in the program,
instruct classes, coordinate the program’s study abroad program and serve as a liaison to the
accounting firms to facilitate internship and full-time
placements for the program’s graduates. Shannon has
previously worked at PricewaterhouseCoopers LLP as an
Assurance Manager in their St. Louis office. She has been
with the firm since her graduation from Mizzou. Shannon
holds a CPA license in the State of Missouri and is a
member of the American Institute of CPAs (AICPA) and
Missouri Society of CPAs (MSCPA).
Shawn Pallardy joined us December 1,
2014 as the Business Support Specialist
II. She was with the Trulaske College of
Business for a year prior to her start in
the School of Accountancy, working as
an Office Support Assistant in the
Dean’s Office. She graduated from
Central Methodist University in May 2013 with a BS in
marketing and advertising. Before joining the Trulaske
College of Business, she worked in Boone Hospital’s
Marketing Department, and was a Sporting Columbia
Soccer Club coach. Shawn lives in Boonville, MO with her
husband Ben.
2014-15
Research
Workshops
■ Weili Ge, University of Washington,
presented “The Effect of Internal Control on
Corporate Corruption: Evidence from China,”
on September 12, 2014
■ Linda Myers, University of Arkansas,
presented “Does Big 4 Consulting Impair
Audit Quality?” on October 10, 2014
■ Brian Bushee, University of Pennsylvania,
presented “Corporate Jets and Private
Meetings with Investors,” on October 24, 2014
■ Jennifer Brown, Arizona State University,
presented “Competitive Pressure and Tax
Avoidance,” on November 7, 2014
■ Robert Knechel, University of Florida,
presented “Non-Audit Services and
Improvements in Clients’ Operating
Performance and Risk Management,” on
March 13, 2015
■ Hal D. White, Penn State University,
presented “Management Forecasts
and Seasoned Equity Offerings:
A Re-Examination,” on April 17, 2015
2015 Newsletter
11
Research Articles Accepted or Published During
AY 2014-15 for School of Accountancy Faculty
Albring, S., M. Banyi, D. Dhaliwal, and R. Pereira.
“Does Firm Information Environment Influence
Financing Decisions? A Test Using Disclosure
Regulation,” Management Science, forthcoming.
Bauman, M. and K. Shaw. 2014. “An analysis of
critical accounting estimate disclosures of pension
assumptions. Accounting Horizons, 28 (4): 819-845
Hines, C., A. Masli, E. Mauldin, and Peters, G. 2015.
“Board Risk Committees and Audit Pricing,” Auditing:
A Journal of Practice and Theory, forthcoming.
Khurana, I., and C. Wang. 2015. “Debt Maturity
Structure and Accounting Conservatism,” Journal
of Business, Finance & Accounting 42 (1-2) 167-203.
Beck, M. J., and Mauldin, E. 2014. “Who’s Really
in Charge? Audit Committee versus CFO Power and
Audit Fees.” The Accounting Review, 89 (6): 2057-2085.
Kim, K., E. Mauldin, and S. Patro. 2014.
“Outside Directors and Board Advising
and Monitoring Performance,” Journal of
Accounting and Economics, 57 (2-3): 110-131.
Boone, J., I. Khurana, and K.K. Raman. 2015.
“Did the 2007 PCAOB Disciplinary Order against
Deloitte have Information Value for Audit Market
Participants?” The Accounting Review 90(2): 405-441.
Mauldin, E., and C. Wolfe. 2014. “How Do
Auditors Address Control Deficiencies that
Bias Accounting Estimates?” Contemporary
Accounting Research 31 (3): 658-680.
Cameran, M, J. Francis, A. Marra, and A.
Pettinicchio. 2015. “Are There Adverse Consequences
of Mandatory Auditor Rotation: Evidence from the
Italian Experience,” Auditing: A Journal of Practice
and Theory, February 2015, Vol. 34, No.1: 1-24.
Neuman, S., T. Omer, and A. Thompson. 2014.
“Determinants and Consequences of Tax Service
Provider Choice in the Not-for-Profit Sector,”
Contemporary Accounting Research, forthcoming.
Chen, L., and I. Khurana. 2015. “The Impact
of Eliminating the Form 20-F Reconciliation on
Shareholder Wealth: Evidence from the U.S. Crosslisted Firms,” The Accounting Review 90: 199-228.
Dhaliwal, D., S. Huang, I. Khurana, and, R. Pereira.
2014. “Product Market Competition and Accounting
Conservatism,” Review of Accounting Studies 19: 1309-1345.
Francis, J., S. Huang, and I. Khurana. “The
Role of Similar Accounting Standards in CrossBorder Mergers and Acquisitions,” Contemporary
Accounting Research, forthcoming.
12
School of Accountancy
Newton, N., J. Persellin, M.S. Wilkins, and D. Wang.
“Internal Control Option Shopping and Audit Market
Competition,” The Accounting Review, forthcoming.
Schiffel, L., K. Smith, and V. Arunachalam, “Impacts
of Nonfinancial Performance Measures on Health
Insurance Decision-Making,” International Journal
of Management Accounting Research, forthcoming.
Mizzou Graduates win consecutive years of
AICPA Elijah Watt Sells Awards
Hannah Miles (BSAcc,
MAcc, 2014), EY – St. Louis,
winner of 2014 AICPA
Elijah Watt Sells Award
Nathan Hutson (BSAcc,
MAcc, 2012), RubinBrown
– St. Louis, winner of 2013
AICPA Elijah Watt Sells
Award
We are pleased to report that Hannah Miles (BSAcc &
MAcc, 2014; EY – St. Louis) and Nathan Hutson (BSAcc
& MAcc, 2012; RubinBrown – St. Louis) have won AICPA
Elijah Watt Sells awards for 2014 and 2013 respectively for
their outstanding performance on the CPA exam. The
award is given to candidates who pass all four sections of
the CPA exam on their first attempt with a score of 95.5
(or higher) across all exam sections. In 2014, there were
91,384 individuals who sat for the CPA exam – and just
60 candidates qualified for the Elijah Watt Sells Award.
Hannah remarks that “I am honored to be a recipient
of this award, and I am extremely grateful for all of the
Mizzou faculty that helped me get where I am today.”
Nathan adds that “I would not have been able to achieve
this level of success without the tools I obtained during
my time at Mizzou. The structure of Mizzou’s accounting
program is phenomenal when it comes to facilitating
employment opportunities for its students. Through
frequent on-campus recruiting programs and events,
students are able to directly connect with top employers
in both public accounting and industry regarding
opportunities all over the country. As a professional
currently working in the public accounting industry, the
reputation that Mizzou’s accounting program has is truly
outstanding.” Congratulations, Hannah and Nathan!
2015 Newsletter
13
Alumni Contributions
Bob and Sally Robuck establish scholarship
endowment for Mizzou Accountancy students
We are pleased to report that the Bob and Sally Robuck Endowed Scholarship was
formally established this past year. This generous scholarship endowment from
Bob and Sally Robuck is intended to support accountancy students, with a
preference for first-generation college students from several Missouri counties.
As Bob Robuck (BSBA – Accountancy ’64) reflects, “When I was in college,
I received a Curator’s scholarship which enabled me to attend the University of
Missouri. Sally and I are pleased to establish this scholarship fund to provide
other young people with the opportunity to attend the University of Missouri.
Hopefully, it will enable students to attend college that might not otherwise have
the opportunity to do so. Education enables all of us to live a more happy and
productive life. The University of Missouri is a GREAT place to earn a GREAT
education!”
We are indeed appreciative of the support that Bob and Sally Robuck have
provided to Mizzou accountancy students. Their generosity is inspiring!
RubinBrown establishes named
faculty position at Mizzou
We are pleased to announce the establishment of the RubinBrown Faculty Scholar named faculty position at Mizzou.
With the leadership and support of alumnus Steve Hays (Partner and long-standing member of the School of Accountancy
Advisory Board) and alumnus Bob Jordan (Partner), RubinBrown has established the named faculty position to help us
with faculty recruiting in a competitive market (or, alternatively, to award to an existing faculty member). The search for
a faculty member to hold this position will commence Fall 2016. We are appreciative of the support from RubinBrown.
“RubinBrown is honored to establish the RubinBrown Faculty Scholar for the University of Missouri-Columbia,”
says Steve Hays. “Many of our talented and inspiring RubinBrown team members graduated from Mizzou’s excellent
accountancy program. We’re thrilled to support this position and the high standards of excellence at the School.”
John Slusher and Ken Stone establish
scholarship endowments at Mizzou
Ken Stone
(PhD ’76)
14
John Slusher
(BSBA ’66)
School of Accountancy
We are pleased to announce the establishment of generous scholarship
endowments by John and Peg Slusher (BSBA 1966), who retired as
Accountant & Business Manager at Rockwell Collins, and Ken Stone (BSBA
1958, MA 1969, PhD 1976), who retired as a Professor at the University
of Central Missouri. John Slusher’s scholarship fund will be utilized for
undergraduate accountancy students. Ken Stone’s scholarship fund will be
utilized for Ph.D. and/or Master’s students, also beginning this Fall. We
thank both John Slusher and Ken Stone for their inspiring generosity and
for their giving back to future generations of students!
Orin Ethics Symposium
The Orin Ethics Symposium series is designed to increase awareness and understanding of the ethics issues in
business and accountancy. Past speakers have included former US Senator Paul Sarbanes, Madoff whistleblower Harry
Markopolos, former Senator Chris Dodd, PCAOB Board Member Jeanette Franzel, and former Chairman of Federal
Deposit Insurance Corporation (FDIC) Sheila Bair. In Fall 2014, our featured speaker was former Congressman and
former Chairman of the House Financial Services Committee, Michael Oxley as detailed in the announcement below.
Snapshots from the symposium, capturing different components of the event, follow.
Rep. Oxley and Mr. Orin at a breakfast meeting with students
2015 Newsletter
15
Orin Ethics Symposium
Mr. Orin introduces Mr. Oxley to the
students
Student organization leaders at the breakfast meeting
Rep. Oxley talks about what drove the
Sarbanes-Oxley legislation
Andrew Borowick (MAcc 2014) with Rep. Oxley and Mr. Orin
16
School of Accountancy
The Orin Ethics Symposium is a signature event hosted by the School of Accountancy in the Trulaske College and
attracts a wide audience
Dean Joan Gabel welcomes the symposium audience
Rep. Oxley discusses key portions of “SOX”
2015 Newsletter
17
Orin Ethics Symposium
Q&A session with Rep. Oxley
Mr. Orin delivering a vote of thanks to
Rep. Oxley
Mr. Orin presenting Rep. Oxley with a plaque
18
School of Accountancy
Group picture of alumni, staff, and professionals with Rep. Oxley
Vairam Arunachalam welcoming faculty and professionals to a luncheon with Rep. Oxley
2015 Newsletter
19
Orin Ethics Symposium
Professor Nate Newton with Jim Cogswell, Director of MU Libraries
Jim O’Hallaron, President/CEO of
Missouri Society of CPAs (MSCPA)
at the event
Alumni Jack Lay (Reinsurance Group of America) and Randy Oberdiek (BKD) at
the luncheon
20
School of Accountancy
From R to L: Don Danner (Chair of MSCPA), Brent Wilson (CBIZ), and
Kristen Hockman at the luncheon
Vairam Arunachalam with Rep. Oxley prior
to a tour of Mizzou campus
Richard Orin and Ila Levitan with MU Chancellor Bowen Loftin after the symposium
2015 Newsletter
21
Orin Ethics Symposium
MU accounting alumnus Richard M. Orin (BSBA
’49), has established the Orin Ethics Symposium in the
Trulaske College of Business. Mr. Orin is an attorney and
CPA in New York. He earned a BSBA in 1949 from MU
and was elected into Beta Gamma Sigma business honor
fraternity and Alpha Pi Zeta. While at MU, he was also
a member of Alpha Epsilon Pi fraternity. He earned two
degrees from New York University: a JD in 1955 and an
LLM in taxation in 1957. Mr. Orin is a founding member
and former president of the American Association of
Attorney-Certified Public Accountants. He was a 1988 DR
Scott Memorial Lecturer and is the author of Professional
Ethics published by the Foundation of Accounting
Education. Mr. Orin served in the US Navy in Work
War II and in the US Army in the Korean conflict. He is
the recipient of the Meritorious Service Award presented
by the US Selective Service System. He resides in New
York and has two children and six grandchildren. He is a
member of the College’s Herbert J. Davenport Society.
This fall we will have former Congressman and
former Chairman of the House Financial Service
Committee, Barney Frank, presenting a review of the
Dodd-Frank Legislation. You are cordially invited to
attend the symposium (RSVPs are not needed).
Barney Frank
Former Congressman & Former Chairman of the House Financial Services Committee
“A Review of the Dodd-Frank Legislation”
Orin Ethics Symposium
Date To Be Announced
Bush Auditorium
Cornell Hall
accountancy.missouri.edu
accountancy.missouri.edu
Barney Frank served as United States Congressman from Massachusetts for over three decades, starting in 1981, when he
won the seat formerly occupied by Father Robert Drinan. An outspoken and deeply-respected legislator, noted for his keen
sense of humor, Frank has played a key role in some of the most important legislation of our country’s recent history, including
the repeal of “don’t ask, don’t tell.” As Chair of the House Financial Services Committee from 2007 to 2011, Frank helped craft
the compromise bill to slow the tide of home mortgage foreclosures in the wake of the subprime mortgage crisis, as well as the
subsequent $550 billion rescue plan, and the landmark Dodd-Frank Wall Street Reform and Consumer Protection Act—the
sweeping set of regulatory reforms named partly after Frank and signed into law in July 2010, to prevent the recurrence of the
financial crisis. Frank also led the passage of the Credit Cardholders’ Bill of Rights Act, a measure lauded by consumer advocates, and fought to preserve affordable rental housing, as well as to reduce military spending in favor of providing for important quality-of-life needs at home. Born Barnett Frank on March 31, 1940, in Bayonne, New Jersey to Jewish immigrants
from Eastern Europe—Frank’s parents were a truck stop owner and a legal secretary—Barney Frank graduated from Harvard
in 1962 and went on to pursue a Ph.D. He left before completing the degree to take a job as chief assistant to Boston Mayor
Kevin White in 1968. Frank won a seat in the Massachusetts State Legislature in 1972, and though still closeted, went on to
become a national leader of the LGBT rights movement, introducing the state’s first two gay rights bills in 1973.
Participants can earn 1.5 Ethics CPE credits for attending the symposium. An additional 1.5 Ethics CPE credits, for a total of 3 Ethics CPE credits, can be earned for those who also
attend the Ethics in Practice luncheon following the symposium. Go to http://accountancy.missouri.edu/ethics-symposium for more information on CPE and confirmed date TBA.
22
School of Accountancy
Student Organizations
The Association of
Accountancy Students
The Association of Accountancy Students (AAS)
is a professional organization open to both current
and prospective accounting majors of any class level.
The goal of AAS is to offer innovative meetings that
broaden students’ knowledge about the benefits of a
career in accounting, promote communication within the
School of Accountancy, and improve understanding of
business etiquette and practices. By bringing in different
companies to give presentations, AAS provides members
with an excellent chance to begin networking with
potential employers for internships and full time jobs.
Association of Accountancy Students is a great way to get
involved, not only within the business school, but also
within the community. The following executive board
committee leads AAS for the spring semester of 2014:
President: Vice President:
Program Director: Treasurer:
Secretary: Recruitment Team: Webmaster: Service Chair: Student Council Rep: Kimberly Baker
Landon Washam
Ashish Patel
Jialu Li
Erica Morey
Isaac Gillen
David Thomas
Diana Lanis
Ryan Janasik
During the Spring and Fall semesters, the Association
of Accountancy Students offers an assortment of
innovative and informative meetings from a range of firms.
The programs consist of a wide variety of topics ranging
from interview and resume help, forensic accounting, to
Front (from left): Jialu Li, Kimberly Baker, Erica Morey;
Middle (from left): Ash Patel, Diana Lanis; Back (from
left): Isaac Gillen, Landon Washam, David Thomas; Not
pictured: Ryan Janasik
financial advisors and auditing clients. This past semester
we were fortunate enough to have PwC, KPMG, Ernst
& Young, Deloitte, Williams Keepers, and CAT present
at our meetings to share their insights regarding what to
expect of the Accountancy program, internships, and the
early years in the accounting field. Email Erica Morey,
President for Fall 2015, at [email protected]
with any questions or comments you may have. For more
information, please visit the Association of Accountancy
Students website at http://mizzou.orgsync.com/org/aas.
Association of Certified
Fraud Examiners
The Association of Certified Fraud Examiners
(ACFE) is an international professional organization
dedicated to fighting fraud and providing fraud
prevention training and education. Both student and
professional chapters exist and provide opportunities
for networking among those interested in preventing
and prosecuting fraud. The ACFE focuses primarily
on white-collar crime, including embezzlement
and financial misstatements. For more information
on ACFE, please visit http://www.acfe.com/.
This year the MU ACFE student chapter completed
its fifth full year of existence at the University of Missouri.
The chapter hosts professionals from accounting firms,
the FBI, and specialty forensic firms to speak to students
regarding fraud prevention and detection. These meetings
provide opportunities for students to discover the antifraud field as well as network with professionals in the
field. These connections have led to internships, job
shadowing opportunities, and scholarships. For example,
with support from the St. Louis chapter of the ACFE,
student Jamie Evans will be attending the ACFE Global
Fraud conference this summer in Baltimore, MD.
During the past year the chapter hosted visits
from Chris Barbee, Global Forensic Services Leader
at PricewaterhouseCoopers LLP; Jeremy McGannon,
Senior Consultant at FTI Consulting (Chicago); Kreg
Brown, Audit Partner at EKS&H (Denver); and Jim
Grimes, Manager of Business Advisory Services at
RubinBrown LLP. If you or someone you know has an
interest in presenting at one of our meetings, please
contact Professor Ken Shaw ([email protected]
edu), faculty advisor to the student ACFE chapter.
Please email chapter President Andrew Metz
([email protected]) with any questions or
comments you may have. For more information on
2015 Newsletter
23
Student Organizations
Mizzou’s ACFE chapter, please visit http://mizzou.
orgsync.com/org/acfe.
President: Vice President: Treasurer: Secretary: Web Master: Andrew Metz
Dylan Hewlett
Will Humphrey
Nick Swobado
Abby Hoffman
Beta Alpha Psi, Gamma Theta
Chapter
Beta Alpha Psi is an international scholastic and
professional organization for financial information
professionals. At Mizzou, membership to Beta Alpha Psi
is an honor exclusively for GPA qualifying accountancy
students admitted to the 150-Hour Accountancy Program.
Throughout the year, Beta Alpha Psi holds meetings with
accounting firms and other professional organizations.
BAP members learned about opportunities in the service
lines of audit, tax, and advisory from the firms. This
year we held meetings with all of the Big 4 accounting
firms as well as BKD, UHY, Williams-Keepers LLC,
Brown Smith Wallace, CBIZ, and Grant Thornton. We
also explored career paths in the private sector when we
held our meeting with Caterpillar. Besides attending
meetings with professionals, we participate in community
service projects. Members of Beta Alpha Psi volunteer
their time for the Central Missouri Food Bank, Adopt-aHighway, D&D Animal Sanctuary, and Marine Parents.
Members also assist the Trulaske College of Business
by proctoring accounting exams and participating in
L to R: Nick Eftimoff, Allison Boyle, Josh Beckerle,
Amanda Raulston, Daniel Tlapek, Andrew Scavone,
Amy Deardeuff, Nick Nedoma 24
School of Accountancy
Clean-up Cornell. In addition, the group participated
in the College’s annual Business Week. This event
includes a picnic, canned food drive, 5K walk/run, and
many other opportunities throughout the week. Lastly,
this spring we hosted our initiation banquet for our
members at the Tiger Hotel. For more information, visit
our website at bap.students.missouri.edu or “like” our
Facebook and Twitter page. Firms who visited this fall and
spring: Deloitte, KPMG, Caterpillar, Grant Thornton,
Ernst & Young, Brown Smith Wallace, PwC, Williams
Keepers, BKD, UHY, CBIZ, and Becker CPA Review.
President: Nick Nedoma
Vice President of Social Activities:
Nick Eftimoff
Vice President of Community Service: Amy Deardeuff
Treasurer: Andrew Scavone
Secretary: Allison Boyle
Webmaster: Dan Tlapek
Business Week Liaison: Amanda Raulston
Vice President of
Professional Activities:
Josh Beckerle
Faculty Advisor: Billie Cunningham
National Association of Black
Accountants (NABA)
The mission of NABA is as follows: “As the Mizzou
Student Chapter of NABA our mission as a professional
organization is to unite students committed to academic
and professional excellence while creating leaders in
the world of Accounting, finance, and other business
professions. While developing technical skills is one of
our goals, we also aim to promote diversity and commit to
our civic duties through giving back to our community”.
Our University of Missouri (MU) Student Chapter
has made every effort to fulfill our national organization’s
mission through several key programs and services
designed to address the needs of all students majoring
and partaking in the fields of accounting and finance.
This past school year, MU NABA welcomed speakers
from Ernst & Young, PwC, and Williams-Keepers,
as well as influential members of our own university,
in hopes of learning and understanding more about
not only the accounting and finance industry, but
also succeeding in the workforce as a whole.
To promote and develop professional skills, as well as
present underclassmen with several leadership, internship
and full-time job opportunities, MU NABA’s members
have continued to participate in networking events with
established accounting firms and financial companies,
The Three Horsemen Of Mizzou
community service events at the Food Bank, and other
events in the Columbia community such as Tiger Night
of Fun. Along with professional networking events NABA
also hosts a few social events each semester so the members
and any of those interested can network and socialize
outside of the classroom environment. Just recently NABA
hosted a bowling event, which was a great time involving
board members and even some newly recruited members.
MU NABA also continues to organize and lead the
greatly received Accounting 2036 & 2037 Exam Review
Sessions, which are open to all students in those courses.
October 2014, several members of NABA travelled
to Chicago to attend the Central Region NABA Student
Conference. This Conference brings together hundreds
of professional and student members, academia’s and
corporate representatives. The students attended
several professional development workshops such as
resume building and networking, and they have the
opportunity to network with corporate professionals.
The Association also has workshops on how to build
and improve a student association on campus. The
group is now more prepared to grow NABA and further
develop NABA’s value proposition, which is to offer
unparalleled personal and professional development,
support, involvement, leadership, internship and
job opportunities to minority students majoring in
accounting and finance. Listed below are the 2014-15
officers. To get more information about getting involved
with NABA, please contact NABA’s 2015-16 President
Breyanna Taylor ([email protected]).
Back row L to R: Brandon Spruill, Michael Diaz
Front row L to R: Jasmine Calerway, Terris Talton,
Breyanna Taylor, Janelle Crockett
President:
Vice President:
Treasurer:
Secretary:
Liaison:
SCREP:
Marketing/Recruitment:
Historian:
Jasmine Calerway
Michael Diaz
Breyanna Taylor
Ciara Clay
Terris Talton
Janelle Crockett
David Sprowl and Arais Farah
Brandon Spruill
NASBA – Student Center for the
Public Trust (CPT)
Student CPT is a student-run ethics organization. The
purpose of CPT is to raise the awareness of ethical
dilemmas students will face once they enter their
profession while building key leadership skills. The
organization provides students with an opportunity
to develop and apply ethical business practices and
ethical leadership skills. It also provides students
with the opportunity to socialize and network with a
diverse group of students and professionals. Finally, the
organization helps promote a positive focus on students
and faculty who exhibit ethical leadership at Mizzou.
The organization was honored to have Alfonzo
Alexander, the Chief Relationship Officer and President
of NASBA-CPT, serve as the guest speaker at the kickoff meeting in September 2015. StudentCPT’s second
meeting was held in conjunction with the Orin Ethics
Symposium in October 2015. Members of StudentCPT
served at the Central Missouri Food Bank in April 2015.
Undergraduate and graduate students of any major are
welcome to attend our meetings and become members
of CPT. We will hold two meetings per semester. If
you would like to know more about CPT, please e-mail
Professor Hockman at [email protected]
L to R: Shannon Gilmore, Jack Buechel, and Caroline
Boeger
2015 Newsletter
25
Student Organizations
President: Vice President: Treasurer:
Secretary: Jack Buechel
Shannon Gilmore
Jasmine Calerway
Caroline Boeger
Mission
The mission of the School of
Tax Club
Tax Club is a student-run club for both the tax-committed
and the tax-curious. The club serves three primary
purposes. First, the club introduces students to what
the practice of tax is really like in a fun and informative
environment, seeking to dispel some of the common
misconceptions about tax. Second, the club provides
a forum for tax-inclined students to network with one
another to create lasting relationships that will mutually
benefit each other’s careers. Third, students have the
opportunity to connect with Mizzou alumni working in
the tax field to expand their professional network. During
the course of the academic year, events sponsored by Tax
Club include hosting important speakers, holding social
gatherings, and providing tax-related field trips. Students
in their sophomore through graduate years are welcome
to attend Tax Club events. Our Tax Club board members
include: Maddie Hanlen (President), Kristi Estrada
(Vice President), Paul Rothermich (Treasurer), Hannah
Ingram (Secretary), Clayton Armfield (Professional
Communications Liaison), Jami Wolff (Social Chair), and
Justen Yao (Webmaster). If you would like to know more
about Tax Club, contact a member of our board or email
Professor Rachel Wilson at [email protected] You
can also find information about us by joining our Facebook
page (Mizzou Tax Club) or by following Mizzou Tax on
Twitter (@MIZ_TAX).
Accountancy is to provide programs
that are at the forefront of
accounting education. The mission
is three-fold in nature: educational,
research, and service. The School’s
educational mission is to provide
students with the knowledge,
learning capabilities, and personal
and professional skills necessary to
excel in professional and academic
careers. The School’s research
mission is to create economic and
social value through the discovery,
application and dissemination of
knowledge related to accountancy
theory, practice and education.
The school’s service mission is to
maintain a close relationship with the
accounting profession and to fulfill
its service responsibilities to the
academic community and society.
For more information,
follow us on...
accountancy.missouri.edu
facebook/MizzouAccountancy
University of Missouri School of Accountancy
Email: [email protected]
26
School of Accountancy
Scholarships
2014-15 Accountancy Awards
Accountancy Alumni Scholarship
Shannon Gilmore
Robert Hofman
Qing Hua
Liuan Yang
Accountancy Doctoral Scholarship
Nick Hallman
Anne Albrecht
Alumni with Arthur Andersen
LLP Award
Adam Abdelhadi
Krista Gmelich
Arunachalam Family Scholarship
Faith Schaberg
Kim R. Bailey Memorial
Scholarship
Samantha Cataldo
Jill Walsh
BKD Accountancy Scholarships
James Benoist
Caroline Boeger
Joseph Bricker
Robert Daugherty
Kelly Dobbs
Courtney Engle
John Hirner
Landon Hood
Mitchell Morse
Sarah Alexander
Chance Williams
Shiyu Zhou
Grace Botner Butler Endowed
Scholarship
Wilber Cox
Stephen G. Butler/KPMG LLP
Scholarship
Aaden Aaden
Janelle Crockett
Michael Diaz
Spencer Ervin
Saeed Hamed
Michael Helbig
Blake Hill
Deloitte & Touche Foundation
Fellowship
Bradley Kuziel
Kenneth E. Dimitry Memorial
Scholarship
Wei Wang
Raymond C. Dockweiler
Scholarship
Kelsey Denker
Alexander Gavin
Ernst & Young Accountancy
Scholarship
Sean Delaney
Parissa Hemmat
Jennifer Hess
Colton Kruep
Amanda Raulston
Andrew Reilly
Jacob Rohne
Fanyi Tan
Hannah Varel
Claire Vogt
Gregg & Cheryl Givens
Scholarship
James Burst
Grant Thornton Scholarship
Jeffrey Crowe
Zachary Lester
Nicholas Lucas
Harreld Scholarship in Accounting
George Lester
Donald G. Hendren Memorial
Scholarship
Allison Boyle
Andrew Cochran
Andrew Noelker
Brett Willette
Ronald N. Kohl Memorial
Scholarship
Kimberly Baker
Ryan Miener
KPMG LLP Scholarship Award
Kristi Estrada
Jason Kuziel
Meg Rasche
Don Landers Endowed
Scholarship
Kyle Skubic
Clyde D. Mason Memorial
Scholarships
Jennifer Berilla
Chen Chen
Luke Fornwalt
Carter Marcks
Michael Potzeboski
Kristen Silverstri
W. Mark & Linda Meierhoffer
Scholarship
Daniel Alvey
C. Richard Morehead Scholarship
in Accountancy
Jeremy Keller
Diana Lanis
Spencer White
Outstanding Graduate Teaching
Assistant Award
Anne Albrecht
Outstanding Graduate Research
Assistant Award
Nick Hallman
Bobbye & Scott Picker Scholarship
in Accounting
Raymond Tiu
Arthur Wm. Hoffman Scholarship
Adam Desplinter
James Piephoff
C. Ray Holman Scholarship
Chloe Armstrong
Ash Patel
2015 Newsletter
27
Scholarships
Pricewaterhousecoopers LLP
Foundation Scholarships
Alejandro Ayala
Theresa Baker
Charles Dent
Thomas Deuschle
Timothy Fedder
Thomas Fleming
Will Hovater
Lauren Krone
Joseph Quintanilla
Katherine Ruppe
Melanie Saunders
Justin Siebert
Micah Thurmon
Allison Ward
John W. Rader Accountancy
Scholarships
Michael Baldetti
Gulzaib Khan
Madeline Parisot
Mackenzie Paull
Haoshuang Sun
Rubinbrown Scholarship
Sarah Alexander
School of Accountancy Advisory
Board Scholarship
John Berilla
Nicholas Nedoma
Faith Schaberg
Trent Steffens
Daniel Tlapek
28
School of Accountancy
The John Schweitzer Accountancy
Grant
Matthew Magritier
Matthew Matteucci
Austin Peebles
Lucas Singer
John & Peg Slusher Accounting
Scholarship
Jack Abeln
The St. Louis Chapter Tax
Executives Institute
Curtis Strubinger
Patricia Vasterling Memorial
Scholarship
Haley Burch
Weiss Family Scholarship
Landon Washam
Bryan Wolz
Maxine (Jagels) Wharton & Lee L.
Wharton Scholarship Endowment
Haley Brock
Elise Gouldsmith
Richard Laplant
Zachary Large
Jessica Lowe
Gretchen Schmidtlein
Wilber Cox
Alexandra Yslas
Earl Wilson Doctoral Scholarship
Nick Hallman
Mizzou 39
Each year, the Mizzou Alumni
Association and the Alumni
Association Student Board
recognizes 39 outstanding
students for their academic
achievement, leadership, and
service to the University of
Missouri and the community.
The number 39 is in honor of
MU’s founding in 1839. Hai Kim
received the award this year.
39
School of Accountancy Advisory Board
The semi-annual meeting of the School of Accountancy
Advisory Board was held in Columbia on November 14
with 19 members present. Topics discussed included faculty
hiring, departures and appointments, 150-Hour Program
update, study abroad program update, presentations from
faculty regarding the curriculum (financial, tax and audit),
CPA Exam, and revenue/funding matters.
The second meeting of the Advisory Board was
held May 8 with 15 members present. Topics discussed
were faculty hiring, professional activities, update on the
150-Hour program, study abroad program, NASBA
Center for the Public Trust student chapter formed
at Mizzou, curriculum review, and new program/
revenue ideas.
School of Accountancy Advisory Board Members, 2014-15
Lori Caster
BS Acc ’88
Former Group Vice President
Schnucks Markets, Inc.
St. Louis, MO
Frederick K. Helfrich
BSAcc ’94
Partner
BKD LLP
St. Louis, MO
Brett L. Lewis
BS Acc ’84
Office Managing Partner
Grant Thornton
Kansas City, MO
Jeffrey Comotto
BS BA ’80, JD ’83
Vice President, Taxes (Retired)
Anheuser Busch Companies
St. Louis, MO
Michael W. Hickenbotham
BS Acc ’92
Partner
Ernst & Young LLP
St. Louis, MO
Joseph P. Maloney, Jr.
BS BA ’83, MA ’84
Partner
KPMG LLP
St. Louis, MO
Julie Cubbage
BS Acc ’95
Senior Vice President & Principal
Cassidy Turley
St. Louis, MO
Chuck Hutchins
BS Acc ’84
Vice President
Leggett & Platt, Inc.
Carthage, MO
Jay Dawdy
BS Acc ’89
President
Gryphon Strategies
White Plains, NY
Bob Kimes
BS Acc ’94
Partner
PricewaterhouseCoopers LLP
St. Louis, MO
Bob Maus
BS BA ’81
Director of Global Business
Strategies
Monsanto Company
St. Louis, MO
Marty Doerr
BS BA ’76
Member in Charge
Brown Smith Wallace LLC
St. Louis, MO
Lisa Klempert
BSAcc ’93
Partner
SFW Partners LLC
St. Louis, MO
Jeff Echelmeier
BS Agr ’87, MS ’90
Member-Owner
Williams-Keepers
Columbia, MO
Nikki Krawitz
MS Accountancy ’82
Vice President for Fin & Adm
(Retired)
University of Missouri System
Columbia, MO
Jeff Gray
BSAcc ’93
Partner
PricewaterhouseCoopers LLP
Kansas City, MO
Steven Hays
BS BA ’80
Partner
RubinBrown LLP
St. Louis, MO
Jack Lay
BS BA ’76
Sr Exec VP/CFO
Reinsurance Group of America, Inc.
Chesterfield, MO
✧Ed Miles
BS BA ’74
AVP Financial Analysis
AT&T
Dallas, TX
Rick Mills
BS BA ’78
Chief Operating Officer
CBIZ MHM
Leawood, KS
W. David Myers
BS Acc ’84
Partner
The Whitlock Co.
Springfield, MO
Randy Oberdiek
BS Acc ’84
Partner
BKD LLP
Kansas City, MO
2015 Newsletter
29
School of Accountancy Advisory Board
Janine A. Orf
BS Acc ’81
Former Vice President-Investor
Relations
Patriot Coal
St. Louis, MO
John Passanisi
BSAcc ’93
Partner
Ernst & Young LLP
Kansas City, MO
Laura Ray
BSAcc ’01, MAcc ’01
Partner
Deloitte LLP
Chicago, IL
Brad Richmond
BS BA ’79
Senior VP & CFO
Darden
Orlando, FL
Steve Sutton
BS ACC ’82 MAcc ’84, Ph.D. ’87
KPMG Professor
University of Central Florida
Orlando, FL
Greg Rottjakob
BSAcc ’87
Tax Managing Partner
Deloitte LLP
St. Louis, MO
Paul L. Vogel
BS Acc ’89, M Acc ’90, JD ’93
President & CEO
Argos Partners, LLC
St. Louis, MO
David Swiney
BS BA ’86
Principal – Forensic
KPMG LLP
Dallas, TX
Brent Wilson
BS Acc ’94
Managing Director
CBIZ MHM
Kansas City, MO
✦ Joined Board during the year
✧ Rotated off Board during the year
Vairam Arunachalam welcoming and updating the Board
Student CPT leaders Shannon Gilmore and Jack
Buechel reviewing CPT activities with Board
Prof. Matt Glendening and Koni Daws presenting Study
Abroad report
Dean Joan Gabel updating the Board about the Trulaske
College
30
School of Accountancy
Davenport Society
The College’s Herbert J. Davenport Society annual
banquet was held in Columbia on October 24, 2014.
Named after the college’s first dean, the society promotes
private participation in the support and development
of the college. The School of Accountancy is very
proud that five of the 2014 inductees are accountancy
alumni. New members are Garry and Llona Weiss,
Steven and Gina Lanham, Janet and Ray Pullen,
Terrance and Katherine Richardson, and Ken Stone.
Terry Richardson, BJ 1990
Tax Principal
PricewaterhouseCoopers
Dallas, TX
Ken Stone, BS BA 1958, MA 1969, PhD 1976
University of Central Missouri (retired)
Gina and Steven Lanham,
BS Acc 1992, MAcc 1993
Director of Financial Systems
The Metro
St. Louis, MO
Llona & Garry Weiss, BS BA 1976
Cetera Investment Advisors, LLC
Ray and Janet Pullen, BS BA 1977
Team Leader-Heartland Clinic Finance
Heartland Health System
St. Joseph, MO
2015 Newsletter
31
Davenport Society
Alumni have often inquired of me about the history of the prestigious Davenport Society in the Trulaske College
of Business. Therefore, this year, I went to our resident historian – Mr. Richard M. Orin – for an update! Below
is an article that he wrote for me and that was also circulated at the centennial Davenport Society banquet.
Herbert J. Davenport:
Our First Dean
By Richard Orin (BS BA ’49)
O
O
ur first Dean was born in Wilmington, Vermont, the son of Charles N.
Davenport,
a lawyer,
Haynes. Both
parentsthe
came
established
ur first Dean
was and
bornLouise
in Wilmington,
Vermont,
son from
of Charles
N.
New England
families.
He invested
inheritance
in real
estate
in South
Davenport,
a lawyer,
and Louise
Haynes.his
Both
parents came
from
established
Dakota
whilefamilies.
in his early
but losthis
hisinheritance
fortune in the
panicestate
of 1893.
New
England
He20s
invested
in real
in South
Dakota
while at
inthe
his University
early 20s but
lost hisDakota
fortune(PhB
in the
panicHarvard
of 1893.Law School
He studied
of South
1884),
(1884-1886),
the
University
of
Leipzig
(1890),
the
Ecole
des
Sciences
He studied at the University of South Dakota (PhB 1884), Harvard LawPolitiques
School
of Paris (1890-1891),
and of
theLeipzig
University
of Chicago
1898). Politiques
(1884-1886),
the University
(1890),
the Ecole(PhD
des Sciences
of He
Paris
(1890-1891),
andtothe
University
Chicago
(PhD 1898).
worked
from 1899
1902
as a highofschool
principal
in Lincoln, Nebraska.
beganfrom
his university
career
of 41principal
in the Department
Economics
HeHe
worked
1899 to 1902
asata the
highage
school
in Lincoln,ofNebraska.
the University
of Chicago
where
he of
taught
1902 to 1908.
Heatbegan
his university
career at
the age
41 infrom
the Department
of Afterward,
Economicshe
at the University
of where
Missouri
from 1908
1914toand
as the
first Dean
at taught
the University
of Chicago
he taught
fromto1902
1908.
Afterward,
he of
the School
of Commerce
from 1914
to 1908
1916.toThereafter,
hethe
taught
Cornell
taught
at the University
of Missouri
from
1914 and as
first at
Dean
of
1
1916 tofrom
1929.1914
theUniversity
School offrom
Commerce
to 1916. Thereafter, he taught at Cornell
University
from
1916 to
1929.1Crandall and they had two children. He served as
In 1911, he
married
Harriet
president
of
the
American
Economicand
Association
1920.
In 1911, he married Harriet Crandall
they had in
two
children. He served as
president
theauthor
American
Economic
in 1920.
He wasofthe
of four
booksAssociation
of important
and influential treatises in
were
“Outlines
of Economic
Theory” (1896),
“Value
Heeconomic
was the theory.
author They
of four
books
of important
and influential
treatises
in
and Distribution”
“Economics
of Enterprise”
(1913),
“The
economic
theory. They(1908),
were “Outlines
of Economic
Theory”
(1896),and
“Value
Economics
of Alfred
Marshall”
(1935). of Enterprise” (1913), and “The
and
Distribution”
(1908),
“Economics
Economics
of Alfred
(1935).
As a teacher,
he wasMarshall”
a dynamic,
argumentative personality, always insisting on
answers,
and he was
a firm adherent
of traditional
Asimmediate
a teacher, he
was a dynamic,
argumentative
personality,
alwayseconomics.
insisting onHe
2
was responsible
forand
bringing
Veblen of
to traditional
the University
of Missouri.
immediate
answers,
he wasThorstein
a firm adherent
economics.
He
was responsible for bringing Thorstein Veblen to the University of Missouri.2
32
School of Accountancy
He wrote: “To this end, Economics must cease to be a system of apologetics,
creed“To
of the
a defense
privilege,
social soothing
syrup, a
Hethe
wrote:
this reactionary,
end, Economics
must of
cease
to be aa system
of apologetics,
pronouncement
of thea righteousness
of whatever
is –soothing
with the syrup,
still more
thesmug
creed
of the reactionary,
defense of privilege,
a social
a
3
disastrous
corollary of
whatever
not.”the
smug
pronouncement
of the
the unrighteousness
righteousness of of
whatever
is is
– with
still more
disastrous
corollary
of whatever
is not.”3 and cleansing
He searched
forof the
real unrighteousness
causes of economic
phenomena
of their
social functionalist
that
Heneoclassicism
searched for
real moralist
causes ofandeconomic
phenomenainterpretations
and cleansing
were more of
acceptable
in the and
twentieth
century. To him,
private gain
neoclassicism
their moralist
social functionalist
interpretations
thatdid
not more
equateacceptable
with social
and normal
business
practice
based
were
in welfare
the twentieth
century.
To him,
private
gainon
didhis
a businessman,
lawyer
and economist.
neoclassical
notpersonal
equate experience
with socialaswelfare
and normal
business
practice His
based
on his
microeconomics
confluence lawyer
of the and
works
of J. Laurence
Laughlin
personal
experience was
as a abusinessman,
economist.
His neoclassical
(University of Chicago
and CornellofUniversity),
Veblen Laughlin
(University
microeconomics
was a confluence
the worksThorstein
of J. Laurence
of Chicago,
UniversityThorstein
of Missouri),
Frank
W. Taussig
(University
of Stanford
Chicago University,
and Cornelland
University),
Veblen
(University
Irving Fisher
(Stanford of
University),
Alfred
Marshall
of (Harvard
Chicago, University),
Stanford University,
and University
Missouri),and
Frank
W. Taussig
4
(Cambridge
University).
(Harvard
University),
Irving Fisher (Stanford University), and Alfred Marshall
4
(Cambridge
University).
My mentor,
DR Scott, was his student and taught exclusively at Missouri from
1920
to 1954.
Dr. Scott
dedicated
his exceptional
book to
him (1931)
and
My
mentor,
DR Scott,
was his
student and
taught exclusively
at Missouri
from
credited
his rigid
training
in the logical
analysis ofbook
an economic
organization
1920
to 1954.
Dr. Scott
dedicated
his exceptional
to him (1931)
and
aroundhisthe
market
andinattributed
him the
personal
inspiration
which
credited
rigid
training
the logicaltoanalysis
of an
economic
organization
formulated
his interest
in the development
economics.
He had left
him
around
the market
and attributed
to him theof personal
inspiration
which
skeptical of
economic
based upon
assumption
a competitive
formulated
hisallinterest
in analyses
the development
of the
economics.
Heofhad
left him
5
market,ofif all
it did
not appear
to represent
the current
economic
skeptical
economic
analyses
based upon
the assumption
of paradigm.
a competitive
5
6
market,
if itindeed,
did notproud
appear
the
current
paradigm.
We are,
of to
ourrepresent
namesake
and
honoreconomic
his memory.
We are, indeed, proud of our namesake and honor his memory.6
(See reverse for footnotes)
1
Samuels, Warren J., “Davenport, Herbert Joseph” American National Biography Online Feb. 2000.
(See
reverse
for M.,
footnotes)
2
Orin,
Richard
“The Three Horsemen of Mizzou” School of Accountancy, Robert J. Trulaske, Sr.
College of Business, University of Missouri, 2013 Newsletter.
3
Davenport, Herbert J., “Economics of Enterprise”, Augustus M. Kelley Publishers, New York (1968).
4
Dorfman, Joseph, “Thorstein Veblen and His America”, Augustus M. Kelley Publishers, Clifton (1972).
5
Scott, DR, “The Cultural Significance of Accounts”, Scholars Book Co., Houston (1973).
6
Orin, Richard M., BS BA 1949
Alumni Citation of Merit
Alumni Citation of Merit awardees Marty Doerr, Joseph Maloney, and Mel Niemeyer with Vairam Arunachalam
Trulaske College of Business bestows the
Alumni Citation of Merit as the highest honor for alumni
and friends of the college. This year, we are proud to
note that three of the recipients are accountancy alumni.
Their profiles and accomplishments are detailed below.
Martin M. Doerr
BS ACC ’76, University of Missouri
Member in Charge of Tax, Brown
Smith Wallace, LLC
St. Louis, Missouri
Marty is the Member-in-Charge of the Tax Practice of
Brown Smith Wallace. He is responsible for the technical
oversight of the tax practice, as well as overall client
service, staff training and recruiting, and policy matters.
Marty comes from The May Department Stores Company
where he served as the Senior Vice President-Tax. While
at May, Marty handled all aspects of tax compliance, IRS
audits and negotiations, state income tax and sales tax
audit issues, captive insurance formation, golden parachute
planning, and other tax-advantaged business strategies.
Before that, he was partner with Arthur Andersen, where
he led the firm’s national retail tax practice. His areas of
expertise include mergers and acquisitions, compensation
planning, partnerships, and accounting methods.
A licensed CPA, Marty is a member of the American
Institute of Certified Public Accountants and the Missouri
Society of Certified Public Accountants. Marty also is
active in his community, serving as a board member
(including treasurer and president) for the Greenbriar
Country Club, and serving on the Accountancy Advisory
Board for the Robert J. Trulaske, Sr. College of Business.
He formerly served as parish council president and finance
committee chairman for St. Monica Parish.
Marty, who has been instrumental in establishing
the Brown Smith Wallace Faculty Scholar, is a sponsorlevel member of the Davenport Society and a member of
the Jefferson Club. Marty and his wife, Marianne (also
a Mizzou alum), have four children, two of whom were
spirited Tigers. Their daughter Monica was a four-year
member and captain of the Mizzou women’s cheerleading
squad and their son Adam was a founding member of the
men’s club baseball team.
Joseph P. Maloney, Jr.
BS ACC ’83, University of Missouri
M ACC ’84, University of Missouri
Partner, KPMG LLP
St. Louis, Missouri
Joe is an audit partner in KPMG LLP’s St. Louis
office. He also leads that office’s audit group that
specializes in serving Private Market Clients.
Joe started his career with KPMG in 1984 after
graduating from the University of Missouri. His clients
have included both privately held and public companies,
2015 Newsletter
33
Alumni Citation of Merit
including several clients who have prepared for or
completed their initial public offerings. He also served
several foreign-owned public entities with operations
located in the United States.
During his 30-year career, Joe’s client work has focused
on clients primarily in the Consumer and Industrial
Business segment. He also has been involved in several
acquisition and divestiture projects, including assisting
clients in due diligence on acquisitions for the review and
evaluation of business combination considerations.
Joe is the lead partner for KPMG’s recruiting team at
the University of Missouri. In that role, he leads a team
that has hired 40-50 accounting students annually over
the last several years to join KPMG offices, not only
in St. Louis and Kansas City but also throughout the
United States in either full-time or internship positions.
Because of the significant role the University of Missouri
has played in KPMG’s national recruiting efforts, several
students also have been placed internationally as part of
their full-time or internship positions.
Joe serves as a dedicated member of the School of
Accountancy Advisory Board for the Robert J. Trulaske,
Sr. College of Business.
He and his wife, Linda, also a graduate of MU’s School
of Accountancy (BS ACC ’83), met at Mizzou and are
members of the Davenport Society and the Jefferson Club.
They have two sons: Patrick and Daniel.
Melvin J. Niemeyer
BS ACC ’89, University of Missouri
MBA ’96, Harvard University
Partner, Transaction Services Group,
PricewaterhouseCoopers
Chicago, Illinois
Mel is PwC’s Deals Business Strategy Leader and a
member of PwC’s Deals Leadership team. He started his
career at PwC in 1989 in PwC’s audit practice in St. Louis
and joined PwC’s Deals business in 1996 after earning
his MBA.
Since Joining the Deals business, Mel has advised
both financial and strategic buyers on complex
domestic and international transactions, carve-outs
and disposals ranging from $10 million to $50 billion.
With his expertise, Mel has advised over 500 deals
across multiple sectors, advising corporate and private
clients on evaluating targets in the industrial products,
34
School of Accountancy
manufacturing, distribution, consumer products, and
business services sectors. He also draws on an international
perspective after leading cross-border acquisition teams
on transactions across the globe. Mel has had great
impact in successfully guiding senior leaders considering
acquisitions and divestitures as part of their strategy.
Mel has guided Mizzou students as a team teacher
and keynote speaker at the 2013 Beta Alpha Psi Initiation
Banquet for accountancy majors. Mel is a life member of
the Mizzou Alumni Association as well as a member of the
Davenport Society and Jefferson club. While at Mizzou,
he was a member of the honor societies Omicron Delta
Kappa and QEBH. Mel was also a member of AASB, Beta
Alpha Psi and the Homecoming Steering Committee.
Mel is divorced and has two children: Lillian and
Mara. Mel and his daughters live in Chicago, Illinois.
Networking Skills
stages throughout your career – starting as early as a
recommendation of which college to attend, to that first
job out of college, to an internal promotion. Networking
played a part in the opportunities that were presented to
you and where you got the information that affected your
choices and ultimately, your decisions. Simply defined,
networking is friends helping friends. And in a broader
sense, people helping people.
So what’s the formula for networking success?
First and foremost, recognize that you already have an
established network. In fact, many of them. Your family
is a network; your co-workers, your college friends, and
your children’s parents are all networks. Who you see at
church and any event that you attend on a fairly consistent
basis, are all in your network. Start by asking your closest
friends for introductions to people who you’re interested in
meeting. They’ll be honored that you asked. The next step
is to approach networking with a healthy mindset and then
practice some simple networking tips.
Denise Mills, LeaderFuelNow
I have often been asked about our highly acclaimed
professional development program (PDP) for accountancy
and business students in the Trulaske College of Business
at MU. To highlight an exemplar topic and individual,
I talked to my good friend Denise Mills, Chief Mindset
Officer and co-founder of LeaderFuelNow, “a leadership
development consultancy specializing in shifting mindset,
boosting performance and engaging and helping people be
more effective in all areas of business and life.” Denise is
a great friend of the School of Accountancy and has been
a frequent visitor to our programs, along with her spouse,
Rick Mills (BSBA-Accountancy, 1978; Chief Operating
Officer of CBIZ MHM). I requested Denise to give me
her perspectives on networking and she shared with me
the following summary that provides an excellent analysis
of the topic, along with some valuable tips.
Most people acknowledge that networking is an
essential competency for business success. And yet many
cringe at the very thought of a room full of strangers
engaging in small talk, glad-handing with feigned interest.
But that image, and that mindset, is a very limited
perspective of only one stereotypical networking activity.
Networking is about connecting to information,
resources, and to other people through relationships.
For example, think about the different steps and
A Healthy Mindset
How you think about networking will directly affect your
results. If you think it’s hard to do, you will make it hard
for yourself. If you think it’s a waste of time, it will be.
However, if you change your perspective and think that
you can learn something from everyone you meet, you
will. You will engage in conversations that are interesting
to you and you will develop meaningful relationships
along the way.
Five Simple Tips
1. Be purposeful: Know your why. Why do you
feel you need to network? What are the benefits
of developing new relationships at this stage of
your life? What information or resource would
be invaluable to you at this time? The answers
to these questions will help you prioritize where
to spend your networking time and energy.
2. Be aware: Create your comfort zone. What
is your networking style preference? One on one?
Small groups or larger functions? What type of events
do you enjoy most? Structured with a facilitator or
unstructured networking where you’re on your own?
Choose events that fit your style. Attend events where
you’ll feel comfortable and the people who attend are
the people whom you need to meet. This can easily
be accomplished by calling the event organizers or by
2015 Newsletter
35
Networking Skills
replying to the email invitation you received. Another
option is to attend events with someone you know.
3. Be intentional: Do your research. Who
do you want to meet? Who has the information
that you need to know? Go where they go. If you
want to meet bankers, then attend the Banker’s
Association events. CPA’s have a state organization
with many local chapters. If you want to meet
business people, then your local chamber is a good
place to start. Chambers also sponsor specialized
events for target audiences such as business leaders,
small businesses and women’s events. And don’t
forget about networking internally and developing
relationships within your organization as well.
4. Be prepared: Call ahead. Increase your
comfort zone by knowing more about what you’re
walking into. This can be easily accomplished by
calling the event organizer to learn more about
the event. How many people do they expect to
attend? Is it a stand up cocktail event or will there
be tables? Is there a speaker? If so, plan to stay a
few minutes after the presentation as often the
speaker’s topic creates great conversation. You
may even choose to introduce yourself to the
speaker after the event as they are typically subject
matter experts who might be of value to you.
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School of Accountancy
5. Be meaningful: Engage in quality small
talk. Create a short list of questions that align
with what you need and what you’re interested in
talking about. Ask questions such as “What are
the current trends in your industry?” “How does
technology affect the way you do business?” “What
key data points drive your business?” This will
create meaningful conversations wherever you go.
Everyone’s style and comfort zone is different
when it comes to networking. Adapt the tips
above to fit your personal style. Developing
quality relationships through networking will be
invaluable to you throughout your career.
2014 New Admit Class Orientation Banquet
In September 2014, we welcomed 153 new admits to our
150-hour program. The outstanding class is made up of
students from at least eight different states and at least four
countries, and boasted an average incoming GPA of 3.725.
Students were welcomed into the program with a
new admit workshop, held the first week of school. At
the workshop students had the opportunity to network
with each other and get to meet their EY Accounting
Excellence Mentors (outstanding seniors in our program
selected to be mentors to the coming class), who assisted
these students working on the Accounting 3326 “Practice
Set,” which is designed to refresh students’ knowledge over
recording transactions, preparing closing and adjusting
entries, and creating financial statements. Completion of
the Practice Set enables the students to start their first
Financial Accounting course on solid footing.
A week later, the School of Accountancy hosted a New
Admit Dinner at the Reynolds Alumni Center. The dinner
was another chance for the new class to get to know each
other, but also to network with accounting professors
and recruiter from across the state and country. Marty
Doerr, Member-in-Charge of the Tax Practice of Brown
Smith Wallace, an alumnus of our program, served as the
keynote speaker for the event.
2015 Newsletter
37
2014 New Admit Class Orientation Banquet
Marty Doerr of Brown Smith Wallace was the keynote speaker
Marty Doerr delivered an inspiring talk on the
attributes of professional success
Jennifer Sides (Anders – St. Louis) with students
Jennifer Larkin (BKD) talking to students
Trish Ross (PricewaterhouseCoopers) at the event
Brett Lewis (Grant Thornton) introducing his team
38
School of Accountancy
Kreg Brown (EKS&H-Denver) introducing his firm
John Passanisi (EY), center, interacting with students
Amy Gregory (Caterpillar) introducing her team
Scott Picker and Elizabeth Griffith (Deloitte) with students
Hannah Castellano introducing RubinBrown
Jackie Hinkle (McGladrey) with a new admit
2015 Newsletter
39
2015 Graduation Banquet
On April 23, 2015, a banquet was held at
the University of Missouri Alumni Center
for members of the 2015 graduating class
of the 150-Hour program to celebrate
their graduation and to commemorate
their experience at MU. The banquet
was attended by faculty and staff. The
keynote speaker was John Tvrdik (BS
ACC 1989), Managing Partner, Missouri
Market, PricewaterhouseCoopers. John
conveyed a very motivating message to the
graduating students, and here are some of
the wonderful memories from the event.
More detailed coverage is available at our
School’s Facebook page, including many
fun “awards” presented at the event!
Keynote speaker John Tvrdik (PwC Missouri Market Leader) interacting
with Mizzou faculty members Matt Glendening and Nate Newton
40
School of Accountancy
Students mingling prior to the event
Students celebrating graduation with “selfies” on their
phones
Tim Barron and friends/cohort at graduation
John Tvrdik delivered a highly insightful keynote
address, emphasizing the importance of developing
human capital and networking
The graduation committee, Phyllis Moore, and Koni Daws with a cake
befitting the occasion
2015 Newsletter
41
2015 Graduation Banquet
Graduation committee members draw (audited) lottery numbers for door prizes!
Phyllis Moore received a standing ovation at the graduation ceremony for her retirement and service
Prof. Billie Cunningham with her Acct 2036 TA team
42
School of Accountancy
Prof. Chris Prestigiacomo (“Dr. P” as he is affectionately known to students) with his Acct 2037
TA team
Kristen Hockman with her Acct 2258 TAs
Graduation committee members and program staff with John Tvrdik
2015 Newsletter
43
2015 Graduation Banquet
Nate Newton was selected by the graduating class as “Faculty Member of the Year”
Jessica Hulett (2nd from left) with Phyllis Moore, Vairam Arunachalam, and Koni Daws,
being recognized for her outstanding work study service for almost three years in the
School of Accountancy
44
School of Accountancy
Study Abroad Update
The International Accounting course is a graduate level
course, delivered in blended format with the students
spending six weeks in class at Mizzou prior to travelling
abroad to see the learned concepts first-hand. In January
2015, the International Accounting class once again
travelled to London, England for the experiential learning
portion of the class.
Buckingham Palace
The students arrived in London Wednesday morning,
January 7 and met up with Director Koni Daws and
Assistant Professor Matt Glendening. Via a guided
bus tour, the group immediately began discovering the
city of London by seeing the London Eye, Trafalgar
Square, Hyde Park, the House of Parliament and stops
at Buckingham Palace and Clarence House, Prince
Charles’ London residence. On Saturday January 10, the
group continued the guided sightseeing portion of the
trip by exploring Westminster Abbey, Big Ben, St. Paul’s
Cathedral, and of course, viewing the Crown Jewels
during the Tower of London tour.
January 8th the group began its schedule of
professional site visits with a meeting with Michael Wells
at the International Accounting Standards Board (IASB),
where the students were updated on the implementation
status of the International Financial Reporting Standards
(IFRS) in various countries and where the United States
is in that process. This was an excellent visit as it set the
platform for IFRS discussions during the remaining
profession visits.
From January 9 through January 14th, the group
met with several companies, including AT&T, PwC,
Reinsurance Group of America (RGA), and EY. During
the professional visits, the students were encouraged to
Meeting at IASB
Westminster Abbey
John Slamecka, Regional VP-AT&T
2015 Newsletter
45
Study Abroad Update
PwC Visit
EY Visit
Reinsurance Group of America (RGA) Visit
FleishmanHillard
Kathy McCormick outside
Buckingham Palace
46
School of Accountancy
The Jewel House Guards
protecting the Crown Jewels
ask questions and engage in discussion with
speakers, all of which were high-level managers
or executives with a wealth of knowledge
and experience to share. Each visit provided
a different perspective on International
Accounting and some of the issues US companies
encounter when going business globally.
The professional visit portion of the trip
was rounded off with a visit to St. Louisbased FleishmanHillard, an international
communications agency with more than 80
offices in 30 countries, which introduced the
students to the public relations and marketing
issues that face many industries globally.
The students made the most out of their
limited free time exploring the city of London.
The School of Accountancy is currently
planning next year’s trip to London, which
include visits to public and private accounting
firms, the IASB, FleischmanHillard, and
hopefully one or two private manufacturing
companies outside of London.
Beta Alpha Psi Initiation Banquet
The Beta Alpha Psi Initiation banquet was held Thursday, April 16, 2015 at Tiger Hotel. In attendance were all new BAP
initiates and officers, accountancy faculty/staff, and representatives from all our recruiters. Scott Picker, Deloitte Tax
Partner in Kansas City, served as the keynote speaker for the event.
The Missouri BAP chapter is one of the oldest in the nation
and has a long tradition
Scott Picker with Deloitte Professor Ken Shaw
2015 Newsletter
47
Beta Alpha Psi Initiation Banquet
During his keynote address, Scott Picker emphasized several valuable points for career success
A group photo of BAP initiates at Tiger Hotel
48
School of Accountancy
CBIZ MHM Case Competition
On March 13th, Business Career Services (BCS) hosted the CBIZ MHM Accounting Case Competition. The event was a
grand success, with more than a half dozen teams competing, and the leadership team of CBIZ MHM, along with Denise
Mills and Vairam Arunachalam, serving on the judges panel.
Inaugural BCS Accounting Case Competition
Sponsored by:
Register for this exciting opportunity today!
We’re looking for 6 teams of 3-4 undeclared accounting and
accounting emphasis students!
FIRST PRIZE: $2,000 - SECOND PRIZE: $1,000
WHEN: March 12 & 13 - WHERE: Cornell Hall
For more information, please contact: Ryan Murray in BCS
To register, please visit:
facebook.com/mubcs or twitter.com/mubcs
“Chief architect” Mark Winiarski providing the judging panel (Rick Mills,
Denise Mills, Bill Hancock, and Vairam Arunachalam) with case guidelines
Business Career
Services
Students were asked to analyze a
revenue recognition case
2015 Newsletter
49
CBIZ MHM Case Competition
Student team presenting
2nd place winning team with judges panel
A student team presenting its analysis
1st place winning team with judges panel
Case competition participants with judges and Roxanne LaMonica (1st row, L), recruiting
leader for CBIZ MHM
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School of Accountancy
Guest Lectures/Snapshots from the Year
Boyd Behnke (KPMG – retired national partner for quality assurance) visits Professor Nate Newton’s Intro to Auditing
class as a guest professor during the Fall 2014 semester
Chris Barbee (PwC – retired global head of Forensic
Services) at Traditions Plaza (across from Jesse Hall) after
homecoming visit to Mizzou
Mizzou Tiger, Paul Vogel, visits the School of
Accountancy Office on way to Partnership
Taxation class with Law/Accountancy students
2015 Newsletter
51
Guest Lectures/Snapshots from the Year
David Swiney (KPMG) delivering a guest lecture in the Fraud Examination class
KPMG recruiting team visits Cornell Hall
52
School of Accountancy
Stevie Neuman (2nd from right) with Brown Smith Wallace leadership team at Bellerive Country Club in St. Louis (L to R:
Chris Menz, Jenna Kerwood, Doug Eckert, and Marty Doerr)
December 2014 graduating class
2015 Newsletter
53
Guest Lectures/Snapshots from the Year
Jim Burton (Grant Thornton) delivering a guest lecture in Fraud Examination class
Retirees at School’s Holiday Luncheon (L to R): Jim & Sandy Stallman,
Earl Wilson, Mary Meyer, Loren Nikolai, Ele & Ray Dockweiler
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School of Accountancy
Alumni News
News updates
Lindy Thomas Antonelli (BSBA-Accountancy, 1985),
Partner at Armanino, has been awarded the Top Intacct
Cloud Financials Software Reseller for the 5th year in
a row. She leads her firm’s national Cloud Accounting
Solutions practice out of their Naperville, IL office.
Jeff Comotto - After retiring from Anheuser-Busch
in January 2014, Jeff and his wife, Christine, opened The
Inn at Defiance, Missouri, a boutique Bed & Breakfast
in Missouri’s premier wine region! More information
is available at http://www.thedefianceinn.com/.
Campbell Arthur Griffin, Jr., (MA ’52) is now
located in Houston. He was formerly a partner in
the law firm of Vinson & Elkins L.L.P., and was a
member of the Management Committee of the Firm
from 1981 through 1990. He was the Partner in
charge of the Firm’s Dallas office from its opening in
July, 1986, until September, 1989. Mr. Griffin retired
as a Partner of the Firm on December 31, 1992,
after more than thirty-five years with the Firm.
Larry N. Killough (PhD ’69), KPMG Professor
of Accounting and Information Systems in the
Pamplin College of Business at Virginia Tech, has
been conferred the title of “professor emeritus” by
the Virginia Tech Board of Visitors. The title of
emeritus may be conferred on retired professors,
associate professors, and administrative officers who
are specially recommended to the board of visitors by
Virginia Tech President Timothy Sands. Nominated
individuals who are approved by the board of visitors
receive the emeritus honor from the university.
Don McGregor, BS BA ’79, of Madison, Conn.,
retired from AT&T Alascom in Anchorage, Alaska,
after 29 years as executive director of finance.
John Moore, BS Acc ’91, JD ’94, of Prairie
Village, Kan., a partner at Husch Blackwell, was
named a 2014 BTI Client Service All-Star.
Brad Richmond retired from Darden after more than
32 years with the company. He spent nearly 9 years as
CFO, and moved into an advisory role to assist with the
transition subsequent to his retirement. Brad continues
to serve on the School of Accountancy Advisory Board.
David Wasinger, BS Acc ’85, of St. Louis, managing
partner of the Wasinger Law Group PC, won what
online magazine Business Insider called the two
biggest cases from the 2007-09 U.S. financial crisis.
The cases involved JPMorgan Chase & Co. and Bank
of America. He served on the UM System Board
of Curators from February 2005- April 2011.
Promotions
Ernst & Young LLP announced that
Dave Anderson (BSBA ’86) has been
promoted to managing partner for its
Kansas City office, will retire on June
30, 2015, and be replaced by Tax Partner.
Anderson has 28 years of experience in
accounting and handled some of the
firms largest accounts in the Kansas City area. He’s a 1986
graduate of the University of Missouri-Columbia, where
he now leads campus recruiting for Ernst & Young.
Anderson serves as co-director of the Central Midwest EY
Entrepreneur of the Year program, and is the Kansas City
office’s Inclusiveness Leader and executive sponsor of its
Diversity Professional Network.
Andrew Espe (MAcc 2001) has spent
the last 14 years serving financial
services industry clients as a part of
KPMG’s Audit practice. After
graduating from Mizzou, he began his
career with KPMG in the St. Louis
office in 2001 and was recently promoted
to partner in the fall of 2014. In his new role, Andrew leads
engagement teams through financial statement audits for
public and private clients in St. Louis, Indianapolis,
Cleveland, and Cincinnati. Andrew had a frontline view of
the issues of the Financial Crisis for some of the largest
financial institutions in the U.S. and has extensive
experience with registration statements for initial public
offerings, business combinations and fair value
measurement matters. He volunteers with the United Way
of Greater St. Louis Community Investment Committee
and leads KPMG’s Junior Achievement Finance Park
initiatives in St. Louis. When he can get away, his passion
for golf has taken a temporary back seat to soaking up all
of the time he can with his family (wife, Jessica
(Niedbalski) Espe – BHS Communication Science and
Disorders 2000, daughter, Celia (age 9) and son, Anderson
(age 7)), especially for coaching his kids’ softball, baseball
and basketball teams.
2015 Newsletter
55
Alumni News
Jenny Ramsey (MAcc 2000) was
admitted as an assurance partner at PwC
last year. Jenny brings over 14 years of
experience providing audit services to
both public and prively held companies
across a wide range of industries. Based
in Kansas City, she serves global audit
clients in both asset management and insurance, and
through these engagements, her experience includes
financial audits in regulated industries, public registration,
and controls reviews.
Josh Scheinerman (MAcc 2000) has
been with KPMG since graduating from
our accounting program 15 years ago
and provides audit services to clients
primarily in the Media and
Telecommunications, Renewable Energy
and Industrial Manufacturing industries.
Prior to graduating, he began his career with KPMG as an
intern in the St. Louis office, and then joined the firm full
time in 2000. Josh was recently promoted to partner in the
fall of 2014. He gained valuable international experience
while on a four year assignment (2006 to 2009) in KPMG’s
accounting and advisory practice in Zurich, Switzerland
where he worked with clients on a range of cross-border
transactions involving complex accounting and financial
reporting issues. This opportunity provided Josh with
valuable insights to the risks and challenges organizations
face on the global stage, and helps his clients navigate
complicated financial reporting environments. He has also
worked with clients on a number of SEC registrations,
IPOs, and business combinations. He co-champions his
firm’s local Great Place to Work Committee, which is an
important employer of choice initiative for KPMG. Josh
grew up in Phoenix, Arizona prior to pursing his
accounting education and degree with us in Missouri. He
and his wife Lindsay enjoy sports, traveling, and parenting
their two dogs Stu and Ducky.
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School of Accountancy
Wedding
Lindsey Belvins, BS Acc ’08, of Blue Springs, Mo. And
Ryan Volmert, BS BA ’07 of St. Peters, Mo., Sept. 29, 2012.
Awards
The Kansas City Business Journal named the following
alumni as 2014 CFO of the Year Award winners:
Jim Fitts, BS Acc ’87, Milbank Manufacturing Co. Inc.
Ray Smith, BS Acc ’87, Ray Smith PKD Foundation
The St. Louis Business Journal name the following alumni
as one of the 2015 CFO of the Year Award winners:
Pamela Boone, BS Acc ’85, CFO of Synergetics USA Inc.
Dr. Quiester Craig Visits Mizzou
We had the honor of hosting Dr. Quiester Craig (PhD ’76) at Mizzou on Thursday, August 28, 2014.
As one of the longest-serving business deans in US history, Dr. Craig brought unique and invaluable perspectives to
all the groups that he met with. He interacted with several students groups, faculty/staff, and administrative leadership.
We were pleased to welcome Dr. Craig back to Mizzou!
Below are some snapshots from Dr. Craig’s memorable visit.
Dr. Craig with Vasey Academy students
Dr. Craig talked about the values of
persistence and the pursuit of excellence
in life
Dr. Craig with Vairam Arunachalam and Dale Wright
Dr. Craig with Daryl Smith (Director of Diversity) and Isaac Glover
Dr. Craig’s visit during our centennial year
was a very appropriate timing
2015 Newsletter
57
In Memoriam
James O’Leary, BS BA ’53, of Gladstone, Mo.,
Jan. 1, 2014, at 91. Jim was born March 29, 1922 in
Tulsa, OK to Dennis and Nona O’Leary. He was an
Army veteran of World War II where he served as a
messenger. Following the war he attended the University
of Missouri and received an accounting degree. Jim
was employed by the Internal Revenue Service from
where he retired. He loved playing tennis, attending
baseball games and the Missouri Tigers and the Kansas
City Chiefs. He never met a stranger. In his later years
his niece, Theresa, would take him to Argosy Casino
where he enjoyed gambling. He was preceded in death
by his parents; brother, Frank; sisters, Grace, Cecilia,
Mary, Gerry and Patricia. Survivors include a brother,
Philip O’Leary, and several nieces and nephews.
58
School of Accountancy
Gina Tutera Lanham
was born June 23, 1964, the
last and 6th child of Frank
and Elena Tutera. She was
a graduate of the University
of Missouri, Sinclair School
of Nursing in December of
1986. She worked for the
UMC Hospital and Clinics
from January 1987 until
April 1994 as an RN in both
Rehabilitation and later in
Labor and Delivery. She continued her career in Labor
and Delivery at Christian Hospital and St. John’s Mercy
Medical Center (now Mercy) until October of 2014, when
she was diagnosed with metastatic breast cancer. She died
May 8, 2015 and is survived by her husband of 25 years
Steven G. Lanham (BSAcc ’92, MAcc ’93).
Gina was an avid sports and fitness enthusiast. She
would spend her free time spinning, bicycling, running,
weight lifting, and most recently participating in cross
fitness. She loved a physical challenge and would never
give up without trying something at least 3 times. She
played golf, liked to travel and loved coming to Columbia
every fall for tailgating and MU Football. She loved the
city and the university so much she planned to live there
when she retired.
Gina endowed her portion of their estate to the
Sinclair School of Nursing to help ensure that the school
maintains a high standard of nursing education for years
to come. A Walk Back in Time with Dr. Kvam
Dr. Bob Kvam, who passed away last year at 92, was an ardent and dedicated teacher and friend. Those who knew him
have narrated to me their joyful experiences with him as teacher. One part of this relates to how thoughtfully he did the
things he did. Below is an article that his daughter Janet brought to my office recently. The article is a poignant look not
only at technology, but also a partial insight into how methodical Dr. Kvam was during his illustrious career at Missouri.
2015 Newsletter
59
A Walk Back in Time with Dr. Kvam
60
School of Accountancy
2015 Newsletter
61
A Walk Back in Time with Dr. Kvam
62
School of Accountancy
Phyllis Moore Retirement Celebration
Phyllis Moore retired June 1, 2015, after 25 years of
distinguished service at Mizzou. She was with the School
of Accountancy for 7 years and retired as the Director
of the 150-Hour and Master of Accountancy Programs.
Below are some pictures from her retirement reception
with family, friends, faculty, staff, and retirees.
Phyllis outside her office
Koni Daws presenting a gift from the School
and staff
Family & friends at her reception
2015 Newsletter
63
Phyllis Moore Retirement Celebration
Dr. Mary Beth Marrs congratulating Phyllis
Phyllis being recognized by students
Specialty cake designed for Phyllis’ retirement
Grace Butler, Phyllis and her family listening to Dr. Nikolai’s tips for successful retirement
64
School of Accountancy
What’s New at MIZ-ZOU?
Traditions Plaza
Located in the heart of the University of Mizzou’s campus, in honor of the 175th Anniversary, is the newly opened
Traditions Plaza. This is an outdoor gathering location consisting of bricks carved with quotations, MU traditions
and locations, and donor’s names funded by the Mizzou Alumni Association (MAA).
This outdoor amphitheater/stage is perfect for not only classes, but concerts, rallies, and informal gatherings.
Read more at http://mizzoumag.missouri.edu/2014/11/introducing-traditions-plaza/.
New Building Announcement – Applied Learning Center
On May 18, 2015, outside the Trulaske College of Business, Governor Nixon announced that matching funds of
$10 million would be provided towards the construction of the Applied Learning Center – an expansion of the
Trulaske College of Business at the University of Missouri.
MU Chancellor R. Bowen Loftin,
Gov. Jay Nixon, Harbour Group
President Samuel A. Hamacher
and UM System President Tim
Wolfe gather outside the Trulaske
College of Business to announce
the allocation of $10 million in
state funds for applied learning.
Photo by Nicholas Benner
2015 Newsletter
65
What’s New at MIZ-ZOU?
Mizzou Recreation Complex
Students on campus continue to enjoy the state of the art Mizzou Recreation facility which was constructed in the early
2000’s. Activities enjoyed include RecSports, Club Sports, Personal Training, Aquatic Activities, and so much more
throughout the facility in the middle of campus. New additions this year included Clark’s Boxing Gym where students can
enjoy drop-in classes as well as open gym activities as well as Stalcup’s Garage in which students participate in open gym
sessions to facilitate strength and stability through the use functional training equipment. Mizzou Rec.com
The MU Student Center remains a central point for our students on campus. Whether meeting for one of their various
student organizations, grabbing a meal between classes or coordinating with many of the student resources that are
located with the center, students feel at home within their student center.
66
School of Accountancy
Top Program for Top Students / Career Preparation
TOP PROGRAM FOR TOP STUDENTS
CAREER PREPARATION
Leading CPA pass rate The average first-time pass
rate on the Uniform CPA Examination is above 75 percent
- impressive, as the average nationwide rate is below
50 percent.
Today’s successful accountant needs a breadth of skills.
CPAs are essential to good stewardship of a company’s
goals and assets, understanding the dynamic marketplace
and the bottom-line impact of major business decisions.
425 students Approximate number of students in
the program. Our small size helps foster a unique sense
of community with students.
WHAT OPPORTUNITIES EXIST
AT TRULASKE?
Scholarships Nearly $150,000 in scholarships are
awarded by the School of Accountancy annually in
addition to University of Missouri scholarships.
Accounting Student Organizations Association
of Accountancy Students, Association of Certified
Fraud Examiners, Beta Alpha Psi, National Association
of Black Accountants, NASBA-CPT, Tax Club
Internships Almost all students complete a professional
accounting internship for academic credit. Above
95 percent result in full-time placement.
Jobs and Salary Above 95% placement rate
for graduates with an average starting salary well
above $50,000.
Not Just Public Accounting
Though the program is geared
towards public accounting,
students also take positions with
corporations, governmental
agencies, non-profits, and start
their own firms.
Uses of the
Business Graduate
Supplemental Fee
Specialization Track Graduate Certificate in Taxation
Business Case Competitions Deloitte Tax
Competition, KPMG International Case Competition,
PwC xACT and xTax Competitions, AICPA Case
Competition
Speaker Series We bring in experts in accounting to
share industry insight.
■ 150-Hour Program staff
■ Orientation events
■ Graduation events
■ Teaching resources
■ Databases (e.g., RIA tax database + FASB
Codification database)
■ Newsletter and alumni/recruiter relations
2015 Newsletter
67
University of Missouri
School of Accountancy
303 Cornell Hall
Columbia, Missouri 65211
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