JO LYNNE KOEHN Professor of Accountancy Qualification: SA Primary Teaching Area: Accounting Appointment: Full-Time, Participating Graduate Faculty: Yes Year Hired at UCM: 1995 Education: Degree Institution Year Major/Minor Ph.D. University of Wisconsin 1995 Accounting M Acc University of Wisconsin 1991 Accounting B.S. Kansas State University 1980 Management & Accounting (’82) Intellectual Contributions Summary for 2009 through Spring 2014: Contributions to Practice Learning and Pedagogical Discipline Based Refereed Journal Articles Other Professional Journal Articles Published Proceedings Papers Presented, Not Published Scholarly Books or Chapters in Books Other Outlets 2 1 1 2 Total 2 Intellectual Contributions 1 3 Primary Course Responsibilities for 2009 through 2014: Course Number ACCT-3110 ACCT-3111 ACCT-3112 ACCT-4100 ACCT- 4105 ACCT-4115 ACCT- 5120 Title Intermediate Accounting 1 Intermediate Accounting II Intermediate Accounting III Advanced Accounting Auditing Financial Statement Analysis Seminar in Accounting Theory Total 5 1 1 2 7 Jo Lynne Koehn Professor of Accountancy Education Doctoral: Doctor of Philosophy (Business Administration with concentration in Accounting) University of Wisconsin, Madison, WI, December 1995 Graduate: Master of Accountancy (with concentration in Health Care Fiscal Management), University of Wisconsin, Madison, WI, May 1991 Undergraduate: Bachelors of Science in Business Administration [Major: Accounting (’82) and Management (’80)] Kansas State University, Manhattan, KS, May 1980 Academic Appointments Accounting Program Coordinator, January 2012- Summer 2013 BKD Distinguished Accounting Professor, University of Central Missouri, Warrensburg, MO August 2009- Present Professor of Accountancy, University of Central Missouri, Warrensburg, MO August 2002-Present Associate Professor of Accountancy- University of Central Missouri, Warrensburg, MO August 1998-August 2002 Assistant Professor of Accountancy, University of Central Missouri, Warrensburg, MO August 1995-August 1998 Graduate Teaching Assistant, University of Wisconsin, Madison, WI, August 1989-May 1995 Relevant Non Academic Experience Ashley Clinic (multi-specialty clinic), Chanute, KS, Healthcare Administrator August 1984-July 1989 Sedgwick County, Wichita, KS, Cash and Debt Manager July 1983- July 1984 Fox and Company, CPAs, Wichita, KS, Staff Auditor June 1982-June 1983 Primary Teaching Area Accounting Primary Course Responsibilities Fall 2009 Course ACCT-3111 ACCT-4100 ACCT-4115 Title Intermediate Accounting II Advanced Accounting Financial Statement Analysis Section 1 1 1 Spring 2010 Course ACCT-3111 ACCT-4100 ACCT-4115 Fall 2010 Course ACCT-3111 ACCT-4100 ACCT-4115 Title Intermediate Accounting II Advanced Accounting Financial Statement Analysis Section 1 1 1 Spring 2011 Course ACCT-3111 ACCT-4100 ACCT-4115 Fall 2011 Course ACCT-3110 ACCT-3111 Title Intermediate Accounting I Intermediate Accounting II Section 1 1 Spring 2012 Course ACCT-3111 ACCT-5120 ACCT-4115 Fall 2012 Course ACCT-3111 ACCT-4115 Financial Statement Analysis 1 Title Intermediate Accounting II Financial Statement Analysis Section 1 1 ACCT 4105 Auditing Fall 2013 Course ACCT-3112 ACCT-4115 Title Intermediate Accounting III Financial Statement Analysis Spring 2013 Course ACCT 3111 ACCT 5120 Title Intermediate Accounting II Advanced Accounting Financial Statement Analysis Section 1 1 1 Title Intermediate Accounting II Advanced Accounting Financial Statement Analysis Section 1 1 1 Title Intermediate Accounting II Seminar in Accounting Theory Section 1 1 Title Intermediate Accounting II Seminar in Accounting Theory Section 1 1 Title Intermediate Accounting III Auditing Section 1 1 1 Section 1 1 Spring 2014 Course ACCT 3111 ACCT 4105 ACCT 5120 Seminar in Accounting Theory Faculty Development 2009-2014 Conferences: JCCC Accounting Educators Conference, March 2010, March 2011, March 2012, March 2013, and March 2014. Western CPE, Las Vegas, NV- Technical Accounting Topics, October 2010, 2011, 2012, 2013 (and planned 2014). I have earned at least 30 hours of Continuing Professional Education (including 2 hours of ethics) biannually to maintain my CFP® license. 1 AICPA/IASC Foundation Conference on International Financial Reporting Standards (IFRS) in North America 2009, New York, NY, October 2009. Instructional Activities and Development 2009-2014 Blackboard Training- 2009, 2010, 2011, 2012 I have attended Breeze training at UCM to learn how to create online presentations to improve classroom pedagogy. Advanced Excel Skill Training- Fred Pryor Seminar, July 2013. Instructional Innovations 2009-2014 Recent adoption of new online practice sets in Intermediate Accounting I and II. I have transitioned several of my course preparations to hybrid delivery. In summer 2011 I piloted WileyPlus- a homework management system to use in ACCT 3110 (new course) and ACCT 3111. In fall 2011 I taught students Quickbooks (ACCT 3110) for the first time. Chapter Content Contributor (17 Chapters), Financial Accounting Principles, 21e, by Wild, Shaw, and Chiappetta, McGraw Hill, 2013. Animation Lessons Editor, Financial Accounting Principles, McGraw Hill, by Wild , Shaw, and Chiappetta, McGraw Hill, 2011. Chapter Content Consultant, Cengage Learning, Intermediate Accounting, Nikolai/Bazley/Jones, 2011. Professional Memberships and Certifications American Institute of Certified Public Accountants American Accounting Association Financial Planning Association of Kansas City Certified Public Accountant (certificate- Kansas) Certified Financial Planner® (active license) Interaction with the Profession UCM School of Accountancy and CIS Advisory Board-(Co-Chair) MSCPA Leap Challenge Team Sponsor- 2005-2009 Firm Networking Lunches – Spring 2011-present Continuing Professional Education Conferences Beta Alpha Psi Honorary (Regional conference attendance and Best Practices Team Coach) Honors and Special Recognitions BKD Distinguished Professor of Accountancy (2009-present) Beta Alpha Psi National Accounting Honor Society – Coached Beta Alpha Psi Best Practices team which placed second in international competition- July 2011. Intellectual Contributions (At the end of each citation is a letter designator to categorize each item as: [C] contributions to practice; [D] discipline-based research; or [L] learning and pedagogical research.) Peer Reviewed Journal Articles 2014: Koehn, J. and S. Shelton, “A Comprehensive Approach to Comprehensive Income.” Strategic Finance, March 2014. [C] 2013: Stone, K., J. Bergner, and J. Koehn, “Relevant Interperiod Tax Allocation,” Journal of Theoretical Accounting Research, Fall 2013, Vol. 9 Issue 1, p150-164. 15p. [D] 2011: Koehn, J. and J. Klimek, “Transitioning to IFRS: Planning Considerations,” The CPA Journal, May, 2011, pp. 10-14. [C] 2010: Koehn, J. and S. Waller Shelton, “Using Annotated IFRS Financial Statements As A Teaching Aide, “ Accounting Instructor’s Report, Winter 2010 [L] (Published online and reprinted in Needles and Powers, International Financial Reporting Standards: An Introduction, 2nd Edition, Southwestern Cengage Publishing, 2011, pp. 18-24. [L] http://community.cengage.com/Site/accountingnewsnetwork/m/mediagallery/?PageIndex=3 2009: Shelton, S., J. Koehn, and D. Sinason, “Influence of Business Risk on Auditors’ Planned Audit Procedures,” Academy of Accounting and Financial Studies Journal, Volume 13, No. 2, 2009, pp. 69-86. [D] Other Professional Journal Articles 2011: J. Koehn, J. Klimek, and K. Chevalier, ‘Maximizing your College Experience and Relationships’, New Accountant, 2011, Issue #744. [L] Other Scholarly Work Published 2013 and 2009: J. Koehn and R. Showers, (Chapter Author) Personal Financial Planning: Cases & Applications Kaplan Schweser’s, 2013, 8th and 7th editions. 10 pages, and Instructional Notes, 28 pages. [L] Service Professional Regional Other Professional Service Activities: Beta Alpha Psi Speaker, "IFRS and You", December 2009 MSCPA Leap Challenge Team Sponsor- February 2005-2009 (Moderator) Institutional University Arbitration Panel 2007-2010, 2012 College/School SoBA Strategic Planning Committee 2012-2013 SoBA AACSB Maintenance Committee 2012-2014 HCBPS Restructuring Transition Group 2011 HCBPS Promotion and Tenure 2005-2010 Department AACSB Accreditation Coordinator, 2012-2014 Accounting Program Coordinator, 2012-2013 Beta Alpha Psi, Faculty Coach for Best Practices, 2010-2014 Firm Networker, 2010-Present McNair Research Advisor, 2010-2011 Beta Alpha Psi, Faculty Advisor, 2008-2011 Scholarship Committee 2007-present Assessment Committee- 2007-Present Honors College Senior Project Advisor- 2000-Present Promotion and Tenure- 1999-Present Public N/A