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TACTYC 2024 Session Abstracts and Presenter Bios

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Keynote

Session 1

Session 2

Lunch Keynote

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Session 4

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Session 6

Session 7

Session 8

Session 9




Key Note Speaker

Friday, May 17, 2024, 8:30 a.m.


15,925,248 Ways to Improve the Equity of Grading Schemes

Michael Palmer, University of Virginia, VA

NASBA Classification:  Personal Development - 1.0


Abstract
In this interactive session, we will discuss the history of grading schemes and diagnose some of the fundamental problems with the concept and practice of grading student learning.  We will explain how grading practices sustain education inequities and introduce a Grading Scheme Anatomy capable of systematically guiding instructors to more equitable practices. 


Bio

Michael Palmer

Michael Palmer joined UVA's Center for Teaching Excellence in the Fall of 2003. As director, he leads a dynamic team committed to promoting the academic professional excellence of UVA faculty, postdoctoral fellows, and graduate student instructors. His educational development research is broad and has focused on teaching consultation techniques, graduate student professional development, course design initiatives, and the impact intense instructional development activities have on teacher beliefs and practices. Michael’s pedagogical interests include course design, active learning, student motivation, and creative thinking. He currently teaches 1st- and 2nd-year seminars on the science of learning, pedagogy, "living your best college life," and infinity.




FIRST CONCURRENT SESSION

FRIDAY, MAY 17, 2024, 10:00 AM – 10:50 AM

 

1.1    – Follow-up on Keynote: Grading Equity Workshop

Michael Palmer, University of Virginia, VA

NASBA Classification: Personal Development – 1.0

 

Abstract

While there have long been critiques of traditional A-F grading, the pandemic has revealed the ways grading perpetuates inequities. In response, instructors across higher education have experimented with alternative grading practices. These practices, which vary in their degree of “ungradedness,” emphasize formative feedback, enhance transparency, reduce students’ anxiety, and shift focus to learning. But how do alternative grading schemes compare to each other and to traditional methods? More importantly, in what ways do they foster or limit equity? In this interactive session, we’ll introduce participants to a Grading Scheme Anatomy capable of systematically guiding instructors to more equitable practices.

 

Bio

Michael Palmer

Michael Palmer joined UVA's Center for Teaching Excellence in the Fall of 2003. As director, he leads a dynamic team committed to promoting the academic professional excellence of UVA faculty, postdoctoral fellows, and graduate student instructors. His educational development research is broad and has focused on teaching consultation techniques, graduate student professional development, course design initiatives, and the impact intense instructional development activities have on teacher beliefs and practices. Michael’s pedagogical interests include course design, active learning, student motivation, and creative thinking. He currently teaches 1st- and 2nd-year seminars on the science of learning, pedagogy, "living your best college life," and infinity.

 



1.2 – Looking Backward......What Worked, What Didn't, and How We Survived.  Reflections on a Bazillion Years in the Classroom.

Susan Crosson, AZ, Brenda Mattison, SC, Lanny Nelms, GA, Andy Williams, WA

NASBA Classification:Personal Development – 1.0

 

Abstract

 

 

Bios

Brenda Mattison

Brenda Mattison has a BA in education and an MPAcc in accounting, both from Clemson University. She is a recently retired Accounting Instructor at Tri-County Technical College in Pendleton, SC. She also has accounting work experience in retail and manufacturing businesses and is a CMA. Brenda is a co-author of Horngren’s Accounting and Horngren’s Financial and Managerial Accounting textbooks (Pearson). Brenda is a member of AAA, IMA, and TACTYC. She was named was named the Two-Year College Educator of the Year by the AAA Two-Year College section and recently retired from serving as VP of Conference Administration for TACTYC.

 

Andy Williams

Andy Williams recently returned to teaching after serving as the Dean of Business and then Dean of Humanities and Social Sciences at Edmonds College for about nine years. Prior to that, he taught accounting for twenty years, and has taught online since 1995. Andy served as President of TACTYC for seven years, and as a member of the Board off and on since 2003.

Andy and family live in Seattle which has been home for over 40 years.  He volunteers for several non-profits, including the Cascade Bicycle Club, and rides his bike as often as he can.

 

Susan Crosson

 

Lanny Nelms

 



1.3 – ChatGPT and Fair Play:  The Battle for Exam Integrity

John Wild, University of Wisconsin - Madison, WI

NASBA Classification:Information Technology – 1.0

 

Abstract

ChatGPT and other AI models are increasingly impacting accounting education. While many impacts are positive, one concern rests with assessments. Join us in this session as we discuss tools and strategies to maintain the integrity of our exams. We emphasize three paths to enhance integrity.

 

Bio

John Wild

I am at the University of Wisconsin-Madison and teach a wide range of accounting courses, including introductory principles, the financial and managerial accounting courses, and analysis of financial statements. I also enjoy writing materials to help students learn. My books include Financial Accounting, Fundamental Accounting Principles, and Managerial Accounting. In my free time, our family enjoys sporting activities, especially boating and hiking. We also enjoy traveling to new places, particularly warm weather locations in the winter months!

 




1.4 – Ethics - Creative Accounting

Jerrilyn Eisenhauer, Tulsa Community College, OK

NASBA Classification: Behavioral Ethics - 1.0

 

Abstract

Typically, ethical issues surfacing in the accounting profession arise from "creative accounting”. Ethics is driven by stylistic choices based on behavioral theories.

 

Bio

Jerrilyn A. Eisenhauer

Jerrilyn A. Eisenhauer, CPA teaches principle, intermediate, cost, computer and tax courses at TCC. Jerrilyn earned her B.S. and M.S. in Accounting from Oklahoma State University and has actively worked as a Certified Public Accountant since 2004.

 


 

1.5 – Hands-On Job Order Costing Project

Gerald Childs, Waukesha County Technical College, WI

NASBA Classification: Accounting – 1.0

 

Abstract

Teach students how to track material cost and labor cost and how to apply overhead by using Lego blocks or other types of building toys. Students will also learn to accumulate the product cost on a job cost record manually so that they can see the flow of the product cost through the system.

 

Bio

Gerald Childs

Gerald Childs is the lead instructor for managerial accounting at Waukesha County Technical College. He has been teaching for over 15 years at the college and has practical experience in manufacturing accounting working as a planning manager and controller for Eaton corporation.

 



1.6 – Sponsored by: Certiport, a Pearson VUE Business

Unlocking Success in Accounting Education: Empowering Learners with Industry-Recognized Certifications

Scott Stoddart, Certiport

NASBA Classification: Personnel/Human Resources – 1.0

 

Abstract

Are you seeking to elevate the learning experience in the classroom and prepare your learners for success in this rapidly evolving work environment? Join us for a session where we will delve into the value of industry-recognized certifications. We will explore how integrating industry-recognized certifications can empower both you and your learners. You will learn about available certifications as well as strategies on how to leverage and include certifications in Intuit QuickBooks Online, Bookkeeping, Personal Finance and Microsoft Excel to enhance classroom instruction, promote student engagement, and foster real-world skills development.


Bio

Scott Stoddart

Scott Stoddart is the Regional Director for Post-Secondary and Workforce in North America for Certiport, a Pearson VUE Business.




1.7 – Sponsored by: NABA, Inc.

Empowering Tomorrow's Accountants: NABA's Commitment to Building the Pipeline

Guylaine Saint Juste, NABA

NASBA Classification: Personal Development – 1.0

 

Abstract

Join us for a captivating keynote session with NABA Inc.’s President and CEO, Guylaine Saint Juste, where she will explore NABA Inc.'s strategic emphasis on two-year colleges as vital pipelines for accounting majors, especially at Historically Black Colleges and Universities (HBCUs).

With a steadfast dedication to advancing the accounting field, NABA Inc. has long recognized the importance of nurturing talent at two-year colleges. Guylaine will highlight how this commitment aligns with NABA's broader mission of fostering equity and inclusion within the accounting profession.

 

Bio

Guylaine Saint Juste

Guylaine Saint Juste serves as President and Chief Executive Officer of NABA, Inc. (formerly National Association of Black Accountants), a nonprofit membership association that represents more than 200,000 Black Business Leaders in accounting, finance, and related business professions. She has a proven track record for transforming organizations by leveraging vision, culture, people, and innovation. Since taking the helm of the organization, revenues have tripled, membership doubled, strong governance put in place, partnerships with key corporations such as Deloitte, PwC, Accenture, Center for Audit Quality, Clifton Larson Allen (CLA) expanded to joint impact. Guylaine has redefined NABA, Inc’s purpose with a blend of pragmatism and mission focus that have given relevance to a total rebrand and new programs launch.

In the financial services industry where she served as Senior Vice President, Virginia Market Executive at Capital One Bank. Led the development of a new start-up region. Oversee Business Banking strategy for 95 branches, 650 employees, deposit base of $1.1B, and total loans of $650M. Led all aspects of Business Banking including the recruiting, acquisition and development of talent, financial performance, performance management, marketing, and sales. Within 2 years, the group ranked # 1 nationally, talent retention rate improved from 20% to 90%, employee engagement score rose to 87%, employee promotion rate to 30%, and 80% of staff achieved business plan. Associates completed over 2,000 hours of community service over the past 4 years. Business Banking deposit base had grown from $88M to $350M; loan portfolio from $35M to $156M; through increasing clients’ technology usage while becoming more intentional in high touch experiences.

She counts over three decades of executive leadership with ten plus years of governance experience. Most recently at Year Up, a national youth workforce development organization that works to ensure equitable access to economic opportunity, education, and justice for all young adults, where she led strategy, innovation, and new programs, launched. During her almost six-year tenure, Saint Juste doubled the number of students Year Up served in the region, launched new curriculum and course tracks, and improved outcomes across all key performance indicators, growing revenue by over 40%.

A change maker, innovator and activist at heart, who created a platform that will educate, empower and mobilize Black Business Leaders, advance equitable representation in the industry and foster meaningful career connections to close the opportunity gap long the talent continuum, from high school to the C suite and business ownership, offer strategic thought partnership to business and academia, and accelerate Black representation at all levels of executive leadership, and with the launch of the NABA, Inc. Foundation participate in closing the generational wealth gap for Black communities.

Saint Juste is the Founder and Co-Chair of the George Mason Women in Business Initiative, previously served as President and Co-founder of the Women’s Alliance for Financial Education (WAFE) and was a board member for Goodwill of Greater Washington for nine years.

Saint Juste holds a B.A. in International Relations from George Mason University and earned her graduate degree in retail banking management from the University of Virginia. She holds several certifications: CAE, SHRM-SCP, NACD-DC.

 


 

SECOND CONCURRENT SESSION

FRIDAY, MAY 17, 2024, 11:00 AM – 11:50 AM

 

2.1 – Changing Students Perception of Financial Accounting

Wayne Thomas, University of Oklahoma, OK

NASBA Classification: Personal Development – 1.0

 

Abstract

The purpose of this session is to provide an interactive discussion of how we can use short assignments, handouts, and lecture material to better demonstrate to students the dynamic nature of financial accounting. The intent is to show students that accounting is a discipline filled with professional judgment, real-world decision making, ethical dilemmas, and earnings management. Students often perceive accounting as merely about number-crunching—“If I plug in the right numbers, I’ll get the right answer.” To get them away from this stereotypical thinking and to a higher level of understanding of accounting, we can use assignments that involve real-world companies, ethical considerations, manipulation of accounting estimates by managers, and other assignments involving critical thinking. The session will also include handouts and lecture material that we can offer our students to demonstrate these concepts. Understanding how we can better engage students is more crucial than ever, as the accounting pipeline shortage continues to worsen. The theme of this year’s AAA Annual Meeting is “Revolutionizing Accounting Education.” The revolution takes place by demonstrating that accounting has importance and relevance in the business world.

 

Bio

Wayne Thomas

Wayne Thomas is the Senior Associate Dean for Faculty and Research Innovation at the Michael F. Price College of Business at the University of Oklahoma. He holds the David C. Steed Chair in Accounting and OU’s designation as a George Lynn Cross Research Professor. The best part of his job is teaching students. He enjoys showing students the dynamic nature of accounting and helping them think more critically about the role of accounting in society. He co-authors Financial Accounting, Financial Accounting for Managers, and Intermediate Accounting, all with McGraw-Hill.

 


 

2.2 – Active Learning: The Key to Unlocking Student Success

Kristy McAuliffe, Susan Eason, and John Mayes, San Jacinto College, TX

NASBA Classification: Personal Development – 1.0

 

Abstract

Utilizing active learning strategies during instruction has proven to boost learning.

 

Bio

Kristy McAuliffe, Susan Eason, and John Mayes

Kristy McAuliffe, Susan Eason, and John Mayes are accounting faculty at San Jacinto College in Houston, TX. All are Distinguished Faculty members.

 



2.3 – AI: Your Teaching and Personal Assistant

Marilyn Brooks-Lewis, Warren County Community College, NJ

NASBA Classification: Information Technology – 1.0

 

Abstract

Artificial Intelligence is now part of our daily lives. This session will explore how you can use AI to assist you in teaching as well as your personal life.

 

Bio

Marilyn Brooks-Lewis

Marilyn Brooks-Lewis is an Associate Professor at the Warren County Community College where she teaches accounting, business and sometimes Microsoft Office applications courses. She holds a B.S. Accounting degree, and a Master's in Business Administration (MBA) degree and is Microsoft certified in Word (Expert) and Excel (Expert), as well as W!se Certified in Personal Finance. She is also a licensed Insurance Producer for the State of New Jersey and has held FINRA Series 6 and 63 licenses (currently inactive). She has also worked as an Examiner (Accounting) for the Caribbean Examination Council (CXC),

 



2.4 – How to Make Accounting Videos that Students Want to Watch

Tony Bell, Thompson Rivers University, British Columbia, CN

NASBA Classification:  Personal Development – 1.0

 

Abstract

During the pandemic many of us were thrust into the position of creating videos to support our students and our classes. A common refrain from educators was, "I spent a lot of time and effort to make these videos, but my students just aren't watching them."

 

Bio

Tony Bell

Tony Bell is an Associate Teaching Professor in Accounting at Thompson Rivers University in Kamloops, British Columbia, Canada. His YouTube channel of accounting tutorial videos has over 10,000,000 views and over 100,000 subscribers.

 



2.5 – Can Today's Young Adults "Student" on Their Own?

Karen Farmer, Texas A&M University, TX

NASBA Classification: Personal Development – 1.0

 

Abstract

Are you increasingly surprised at students’ lack of preparedness to, well, “student?” We are. As a sampling of what we’ve witnessed: some don’t know how to conduct themselves in a classroom. Plenty don’t take notes. Others lack basic time management skills. Most believe that memorizing and cramming is the singular way to learn. Some over commit themselves, then panic, crash, and expect leniency with late work. Very clear instructions confuse some in the cohort. A few haven’t yet found the syllabus.

 

Bio

Karen Farmer

Karen Congo Farmer, CPA (Canada) a senior lecturer at Texas A&M University, teaches cost, managerial accounting, and ethics to both undergraduates and graduate students. Experiences at Ernst & Young, Western University, CPA Ontario, and a 10-year controller role have been enriching.

 

 


2.6 – Sponsored by: AICPA

Earn and Learn – College and Career Pathways

Joanne Fiore, Faith Balsham, and Nora Luquer, AICPA

NASBA Classification: Personal Development – 1.0

 

Abstract

Community college accounting programs are in a unique position to co-create a “work-ready workforce” in collaboration with finance and accounting teams experiencing talent shortages and upskilling needs.

 

Bio

Nora Luquer

Nora Luquer is Lead Manager, CGMA University Initiatives at the Association of International Certified Professional Accountants (AICPA & CIMA). In this role, she serves as a liaison to university stakeholders, providing resources for the globally recognized professional qualification Chartered Global Management Accountant (CGMA®). Nora is responsible for building and strengthening relationships with universities and elevating awareness of the Chartered Global Management Accountant® (CGMA®) designation. Prior to her role at the AICPA-CIMA, Nora worked as Assistant Dean of Professional Studies at Nichols College in Massachusetts.

 

Joanne Fiore

Joanne E. Fiore, JD, is Vice President of Business Engagement & Growth at the Association of International Certified Professional Accountants, focused on launching the Association’s registered apprenticeship program and filling the pipeline of those earning the Chartered Global Management Accountant (CGMA). Prior to joining the Association, Fiore was president of the legal division of Oakstone Publishing, and before that vice president of editorial for LRP Publications, the largest of the midsize legal publishers in the US. She is a graduate of the University of Texas at Austin and New York University School of Law.

 


 

2.7 – Sponsored by: Hock International

Creating In-Demand Graduates: Combining Education and Certifications

Brian Hock, Hock International

NASBA Classification: Personnel/Human Resources – 1.0

 

Abstract

Accounting instructors at two-year colleges face increasing pressure to demonstrate success in preparing graduates for viable career paths. Quantitative data on job placement can be challenging to obtain. However, integrating professional certification preparation into your curriculum gives a powerful metric to showcase students’ readiness for the workplace. 

This session explores how to blend your existing coursework with valuable accounting certifications to boost the employability of graduates. You will gain strategies for mapping core concepts to certification exams, leveraging comprehensive resources for exam prep, and developing a pipeline of "career-ready" graduates with in-demand qualifications. By combining academics with professional credentials, you can deliver an exceptional education that directly translates into rewarding accounting careers for your alumni, while strengthening your program's reputation and funding prospects. 

 

Bio

Brian Hock

 


 

LUNCHEON SESSION

FRIDAY, MAY 17, 2024, 12:00 PM – 1:10 PM


How to Recruit and Retain Accounting Majors

Mark Edmonds, University of Alabama at Birmingham, AL

NASBA Classification: Communications and Marketing – 1.0

 

Abstract

Over recent years, there's been a noticeable drop in enrollments for accounting courses, with many students gravitating towards finance degrees. Conversations with these students have highlighted the influence of social media trends, such as WallStreetBets and the GameStop saga. While they find the excitement of financial markets intriguing, they rarely connect accounting with these events. Yet, accounting plays a pivotal role in the financial markets. By illustrating the narratives behind financial statement numbers, we can reignite students' enthusiasm for accounting. This presentation aims to simplify financial statement analysis for beginners, showcasing how accounting expertise can enrich one's understanding of the financial landscape. Attendees will walk away with practical examples and tools, ready for classroom integration, capitalizing on the strategies shared during this session.

 

Bio

Mark Edmonds

Dr. Mark Edmonds, CPA, is an Associate Professor in the Department of Accounting and Finance at the University of Alabama at Birmingham. He has taught courses at both the undergraduate and graduate level in face-to-face, flipped, and online formats. Dr. Edmonds teaches courses focused on financial accounting, managerial accounting, and data analytics. His research primarily focuses on pedagogical topics with articles published in Issues in Accounting Education and Journal of Accounting Education.

 


 

THIRD CONCURRENT SESSION

FRIDAY, MAY 17, 2024, 1:20 PM – 2:10 PM

 

3.1 – Update on Accounting Pipeline Initiatives and How You Can Contribute

Moderator: Karen Osterheld, AAA

Gerald Childs, Waukesha County Technical College, WI; Susan McCarthy, Loyola University Chicago, IL; Rebecca Shortridge, University of Tennessee at Chattanooga, TN; Larry Stephens, Austin Community College, TX

NASBA Classification: Communications and Marketing – 1.0

 

Bio

Gerald Childs

Gerald Childs is the lead instructor for managerial accounting at Waukesha County Technical College. He has been teaching for over 15 years at the college and has practical experience in manufacturing accounting working as a planning manager and controller for Eaton corporation.

 

Susan McCarthy

Susan McCarthy is a Clinical Associate Professor of Business at Arrupe College of Loyola University Chicago. Arrupe College is a two-year college of Loyola University Chicago that continues the Jesuit tradition of offering a rigorous liberal arts education to a diverse population, many of whom are the first in their family to pursue higher education.

 

Rebecca Shortridge

 

Larry Stephens

 


 

3.2 – Culturally Responsive Pedagogies in Today's Accounting Curriculum

Darryl Lesesne, Montgomery Community College, MD

NASBA Classification: Personal Development – 1.0

 

Abstract

A diligent and exceptional job has been done in keeping students abreast of the ever-evolving world of accounting theories and modalities. Based upon review of the cultural underpinnings that move the world around on its axis and how cultural sensitivity impacts not only the world in a general sense, but the business world in particular, there is a deficit in the approach to culturally responsive teaching. This session seeks to explore and advise on constructing a culturally responsive pedagogy for today’s accounting college curriculum. The business of employing multicultural teaching is a wholistic method to develop and foster a more inclusive teaching philosophy and pedagogy. This session seeks to utilize interactive discussion and analysis to construct Culturally Responsive Teaching based on the following:

 

Bio

Darryl Lesessne

Darryl Lesesne serves as the Chief Internal Auditor, for a state/municipal court and previously for a community commercial bank $3 billion in assets. He earned his MS in Accounting and Financial Management from the University of Maryland University College and his BBA in Accounting from Howard University. Moreover, holds the professional certifications of CGFM – Certified Government Financial Manager and CFSA - Certified Financial Services Auditor. As an Adjunct Professor in the Accounting and Finance Curriculum, he teaches at Montgomery Community College in Rockville, MD. Previously, he taught at Capitol Technology University and DeVry University / Keller Graduate School.

 



3.3 – ChatGPT and Teaching Accounting: Threats and Opportunities

Earl Stice, Brigham Young University, UT

NASBA Classification:  Information Technology – 1.0

 

Abstract

How will ChatGPT, and other Artificial Intelligence (AI) innovations, change the way we teach accounting? We’ve heard that an enhanced version of ChatGPT (GPT-4) has scored better than the 90th percentile on the SAT and the LSAT exams and has scored the highest possible score (5) on AP exams as diverse as AP Statistics and AP Art History.

 

Bio

Earl (Kay) Stice

Earl K. Stice (Kay) is an Emeritus Professor of Accounting at Brigham Young University (BYU). Professor Stice holds bachelor’s and master’s degrees from BYU and a Ph.D. from Cornell University. He has been on the full-time faculty at Brigham Young University (as the PricewaterhouseCoopers Professor), Rice University, the University of Arizona, and the Hong Kong University of Science and Technology (HKUST). For two years he was the Ernst & Young Professor of Accounting and Finance at Nazarbayev University in Astana, Kazakhstan. Professor Stice and his brother Jim have created 103 accounting and finance courses for the LinkedIn Learning library.

 



3.4 – OER (free) Financial and Managerial Complete Learning Systems

Ann Weiss and Hailey Hobbs, South Puget Sound Community College, WA

NASBA Classification:  Personal Development – 1.0

 

Abstract

For both Financial and Managerial -- a complete set of video lessons, coordinated with a complete set of hands-on, practice and assessment activities ("homework problems and exams"), with auto-feedback and autograding. Also coordinated with a free (OER) textbook. Advantages of these OER materials: 1. free to students, as long as students have access to Microsoft Excel 2. Students do not need to know how to use Excel in order to do the accounting problems, but they tend to learn some Excel in the process of learning accounting 3. Since Excel is the delivery platform for the hands-on materials, instructors have total control over the content. We can change, add, delete anything we want -- it's all just a matter of using some basic Excel features. 4. Screen-reader-friendly versions of the Excel materials are available. 5. Materials are heavily scaffolded to facilitate learning. 6. The materials provide opportunities to learn through various means -- each student chooses the learning process that works best for them. These materials reduce traditional barriers to learning. 7.

 

Bio

Ann Weiss

My credentials and background: CPA, MBA, MS-Education, 8 years auditing and accounting, 32 years teaching accounting at community college.  I've created materials in multiple publisher systems but couldn't find a system that had the capabilities that I needed. So, I settled on using Excel as my delivery platform. My students are the ones who have opened my eyes to the other advantages of the OER materials. Student input has been, and continues to be, an integral part of the development process. Students are also my editors -- they get extra credit every time they find and report my errors. :)

 

Hailey Hobbs

Hailey Hobbs is a CPA who has worked in both public and private accounting. She is currently teaching at South Puget Sound Community College in Olympia, Washington. Hailey is just finishing her first year of teaching. Her goal is to help students understand and enjoy accounting. Prior to teaching, she worked as a Tax Accountant and an Accounting Manager for a large home builder. Hailey earned her Bachelor’s degree in accounting from Grand Canyon University and her Master’s degree from the University of Washington.

 



3.5 – Teaching in the 21st Century Classroom

Dylan Curtis, Stark State College, OH

NASBA Classification: Personal Development – 1.0

 

Abstract

Teaching in 21st-century classrooms, like those at Stark State College, has undergone a profound transformation through the integration of advanced technology, particularly Zoom Rooms. This innovative approach bridges classrooms across different campuses, revolutionizing the learning experience.

 

Bio

Dylan Curtis

Dylan Curtis, an instructor with over 2 years at Stark State College, brings real-world expertise to his classes. A former Tax Manager at BDO with 8 years in the field, Dylan's journey came full circle as he graduated from Stark State himself. In his courses on Intermediate Accounting, Federal Taxation, and QuickBooks, he imparts practical insights, bridging the gap between theory and practice. Dylan's commitment to nurturing the next generation of professionals underscores his passion for education and his desire to empower students with tangible skills and knowledge.

 



3.6 – Sponsored by: KPMG

KPMG University Connection: Free Classroom Resources and Tools to Enhance the Student Experience

Bette Kozlowski and Yamena Qutub, KPMG; Harrison Bass, Forage

NASBA Classification: Personal Development – 1.0


Abstract
At KMPG we are committed to providing free classroom resources and tools to support your educational needs through KMPG University Connection.   These learning materterals have been developed by accounting educations in collaboration with the KPMG professionals and are suitable for undergraduate level business and accounting courses. University Connection provides a wide range of curriculum resources, facilitation guides, case studies and solutions, PowerPoint presentations, toolkits, videos, and more.   During this session we will review how to access the free resources and will also highlight new case studies on ESG impacts and sustainable development goals, ESG carbon admissions, beginner Alteryx, budget analysis, and forensics.  


Bio

Bette Kozlowski

Yamena Qutub

Harrison Bass


 

FOURTH CONCURRENT SESSION

FRIDAY, MAY 17, 2024, 2:20 PM – 3:10 PM

 

4.1 – Leveraging Technology to Create an Equitable and Inclusive Learning Environment

Markus Ahrens, St. Louis Community College Meramec, MO; Cathy Scott, University of North Texas at Dallas, TX

NASBA Classification:Personal Development – 1.0

 

Abstract

This interactive session will discuss how you can leverage technology and other resources to create an equitable and inclusive learning environment. Research has shown that inclusive classrooms bridge student differences to enhance the learning experience. This session will discuss and demonstrate various technology tools you can use to promote inclusion in any accounting course. Participants will also receive a variety of technology and inclusive design resources for your teaching toolbox.

 

Bios

Cathy Scott

Cathy Scott is an Associate Professor of Business Accounting at the University of North Texas at Dallas. Professor Scott has a passion for improving accounting education and has published, spoken about, and been recognized on topics such as emerging technologies, effective technology use, improving online education, active learning, data analytics, design thinking, universal design for learning, neurodiversity and bridging the accounting education pipeline. Dr. Scott is a contributing author on Cengage Learning’s College Accounting 24e and previously authored a College Accounting textbook with a career focus. She is also the co-founder of the TeachingAndLearningToolbox.com website and blog.

 

Markus Ahrens

Markus is a Professor of Accounting at STLCC and currently serves as department chair. Markus has received national awards for his teaching and his innovation in the classroom, including the 2017 TYC Educator of the Year Award from the AAA, the 2016 AAA / Cook / Deloitte Foundation Prize, the AICPA Bea Sanders Innovation Award and the Innovation of the Year awarded by the League for Innovation. Markus has spoken throughout the country on effectively utilizing technology to engage students and he co-founded the free educator focused website TeachingandLearningToolbox.com. Furthermore, Markus serves on numerous accounting professional and educational boards and committees, including serving as a past AAA Council Chair.

 



4.2 – Pain Points in Introductory Financial Accounting

Gina Jones, Aims Community College, CO; and Dawn Reed, Front Range Community College, CO

NASBA Classification: Personal Development – 1.0

 

Abstract

We have adapted the critical thinking work paper-style documentation created by Cassy Budd and Melissa Larson, Brigham Young University to address "pain points" in the introductory financial accounting classes.

This proposal will share four worksheets developed to assist community college students with learning the thought process required for some of the tougher concepts covered in introductory accounting courses: adjusting journal entries, merchandise inventory transactions, uncollectable receivables, and bank reconciliations. The worksheets are intended to take the students step-by-step through the thought process required to work through these concepts, which often are second nature for professors who have been doing this for many years. These worksheets will help students develop the critical thinking skills necessary to solve these more complex accounting problems.

Adjusting journal entries tends to be where we lose students at the community college level. Helping students to develop these critical thinking skills will also increase their confidence that they can complete these difficult concepts, which should reduce our drop rate.

These worksheets were piloted at both a rural and urban community college in Colorado. We will share the results including student feedback on the efficacy of the worksheets as well as drop-out data.

 

Bios

Gina Jones

Gina Jones is a full-time accounting and business professor at Aims Community College in Greeley, Colorado. She has over 35 years’ experience in industry and earned her Master’s of Business Administration from Franklin University. Gina is the coordinator of Tax Help Colorado on campus that has served the community for the past fifteen years assisting taxpayers gain $30,000,000 in federal and state tax refunds. She completed her sabbatical semester fall 2022. Gina interviewed numerous accounting industry workers including our graduates to gain access to industry demands for student success entering the workforce in accounting. She is a current member or has been a member of American Institute of Professional Bookkeepers (AIPB), American Accounting Association (AAA), National Business Educators Association (NBEA), Accounting and Financial Women’s Alliance (AFWA), National Association of Tax Professionals (NATP), and TACTYC. Gina and Lori will share invaluable information with accounting instructors of what industry is currently demands from our graduates.

 

Dawn Reed

 


 

4.3 – Mentoring 101:  Debunking Myths and Building Networks

Debora Constable and Ernest Asare-Nkansah, Perimeter College, GA

NASBA Classification: Personal Development – 1.0

 

Abstract

New faculty have a learning curve for navigating our institutions. A mentor can help shorten that learning curve. Mentors serve the purpose of building social networks in our institutions. Social networks serve as sources of key information, social support, and access to resources. Mentors, sponsors, and collaborators are key connectors within the network. Faculty located more centrally have greater chances of success than those positioned more peripherally. Deep embedding into a network does not happen organically. It requires intentional action. This presentation will give tips on how to build a successful mentoring program and the benefits for both mentors and mentees.

 

Bio

Debora Constable

Ms. Constable currently teaches accounting at Georgia State University. She has taught for more than 30 years. She is currently the Interim Associate Chair for Clarkston Business. She is actively involved with her students in the classroom as well as through service to various student organizations in the College. She is a former Governors’ Teaching Fellow and a Service-Learning Fellow. Additionally, she advises students that are is a Master Advisor for new and current students.

 



4.4 – Creating Regular and Substantive Interaction in Online Accounting Courses

Tracie Miller, Franklin University, OH; Stephanie Swaim, Dallas College, TX

NASBA Classification: Personal Development – 1.0

 

Abstract

Regular Substantive Interaction (RSI) is now required by the Department of Education for all online courses (34 CFR §600.2). In this session, we will briefly review the requirements for RSI and why it’s important to have RSI in online courses. We will spend the majority of the time discussing strategies to incorporate RSI into your online courses and how to document these strategies to meet the DOE requirements. Attendees will walk away with immediate tips to incorporate into their online courses. Learn how to make your online courses more engaging while improving student success.

 

Bios

Tracie Miller

Dr. Tracie Miller, CPA, is the chair of the Accounting program at Franklin University. She has extensive teaching experience including Austin Community College, Texas State University, Aims Community College, and The University of Texas-Austin. Dr. Miller received her doctoral degree from Texas A&M University. She has public accounting experience with Deloitte Tax LLP. She serves in numerous leadership roles for American Accounting Association, American Institute of CPAs, Teachers of Accounting at Two-Year Colleges, and Texas Society of CPAs. Dr. Miller has received several teaching and professional awards. Dr. Miller is an author of several accounting textbooks published by Pearson.

 

Stephanie Swaim

Stephanie Swaim is a Certified Public Accountant and earned both her Bachelor’s and Master’s degrees in Accounting and Information Management at the University of Texas at Dallas. She began her accounting career in the EY Assurance services practice as an auditor. Stephanie transitioned into a career in higher education and is now in her tenth year of teaching at the Dallas College North Lake Campus. Stephanie holds the Certificate in Effective Instruction from the Association of College and University Educators and is a Fundamentals of Sustainability Accounting (FSA) Credential Level II Candidate.

 


 

4.5 – Tax Update

Steve Gill, San Diego State University, CA

NASBA Classification: Taxes – 1.0

 

Abstract

Coverage of late 2023 and any significant 2024 updates to tax legislation and important administrative guidance. A brief look at the new tax legislation that may be under consideration. Initial review of 2024 presidential candidate tax plans.

 

Bio

Steve Gill

Dr. Gill’s research includes how taxation affects investor decisions and methods to collect difficult to enforce taxes from individual taxpayers. He has distributed case materials developed in conjunction with a “Big-4” accounting firm associated with the use of technology in the accounting for income tax process and has deployed those materials and software to students in his courses at SDSU. He has taught courses in individual, business, and corporate tax areas and has also developed and taught courses in accounting research and communications. Prof. Gill is an author on leading textbooks in individual income tax and tax research areas.

 


 

4.6 – Sponsored by: McGraw Hill

Inspiring Students Towards a Career in Accounting

Mark Edmonds, University of Alabama at Birmingham, AL

NASBA Classification:Personal Development – 1.0


Abstract

Join McGraw-Hill Author Mark Edmonds to learn innovative teaching practices that will take your introductory course to the next level and inspire your students towards the accounting major.  In this presentation Mark will discuss methods used to engage students in diverse formats including face-to-face, online, and hybrid settings.  Learn how the Edmonds team highlights successful young professionals, incorporate cutting-edge data analytics tools, and develop career readiness skills in Excel, as they reimage student’s perspective of the accounting profession.  Discover how these techniques integrate seamlessly into the Edmonds materials and McGraw Hill Connect. 

 

Bio

Mark Edmonds

Dr. Mark Edmonds, CPA, is an Associate Professor in the Department of Accounting and Finance at the University of Alabama at Birmingham. He has taught courses at both the undergraduate and graduate level in face-to-face, flipped, and online formats.  Dr. Edmonds teaches courses focused on financial accounting, managerial accounting, and data analytics.  His research primarily focuses on pedagogical topics with articles published in Issues in Accounting Education and Journal of Accounting Education. 




FIFTH CONCURRENT SESSION

FRIDAY, MAY 17, 2024, 3:40 PM – 4:30 PM

 

5.1 – Present and Future Trends in Teaching Introductory Accounting

Jefferson Jones, Auburn University, AL

NASBA Classification:Personal Development – 1.0

 

Abstract

This session will focus on present and future developments in how we teach introductory accounting. Topics include the use of large language artificial intelligence applications such as “Chat Generative Pre-Trained Transformer, (ChatGPT). The use of data analytics and the order in which material is presented will also be discussed. Most of the time will be spent on an open-ended discussion among participants and panel members.

 

Bio

Jefferson Jones

Dr. Jones is an Associate Professor of Accounting in the School of Accountancy at Auburn University where he teaches financial accounting and applied financial research courses. He received his Bachelor’s in Accounting and Master of Accountancy degrees from Auburn University and his Ph.D. from Florida State University. While at Auburn, Dr. Jones received numerous teaching awards and made presentations around the country on pedagogical issues. He holds a CPA certificate in the state of Alabama (inactive) and is a member of the American Accounting Association. When not at work, he enjoys playing golf and watching college football.

 

 

5.2 – Three Strategies for Inspiring Students in Online/HyFlex/Face-to-Face Courses

Jonathan Wild, University of Wisconsin Parkside, WI

NASBA Classification:Personal Development – 1.0

 

Abstract

This presentation outlines three innovative strategies to inspire and engage students in diverse learning environments including Online, HyFlex, and Face-to-Face courses. First, the utilization of ‘How-To Tutorial Videos’ is explored as a way to provide visual and auditory learning experiences, facilitating a better understanding of complex accounting concepts. Secondly, the integration of ‘Current Events’ is discussed as a strategy to render the learning experience more relatable and dynamic, aiding students in correlating accounting knowledge with real-world applications. Lastly, the inclusion of ‘Data Analytics’ and other trending topics in the accounting sector is examined to equip students with skills and knowledge pertinent to contemporary industry demands. Together, these strategies aim to foster an enriched learning atmosphere, promote student engagement and motivation, and augment the overall educational experience in accounting courses. Attendees will gain insights into implementing these strategies effectively to cultivate a stimulating and inclusive learning environment for their students. All resources demoed are free to use and will be made available to all attendees through an online link.

 

Bio

Jonathan Wild

I teach at the University of Wisconsin-Parkside, and I have also taught at Madison College and the University of Wisconsin-Madison. I regularly teach courses in financial accounting, managerial accounting, and intermediate accounting. I am a CPA and earned my PhD from Oklahoma State University. My current research projects focus on accounting transparency, corporate social responsibility, and joint venture formation. I previously worked at PwC in assurance services. I love to travel and explore new places.

 



5.3 – OER: Introduction to Data Analytics Technology

David Annand, Athabasca University, Alberta, CN

NASBA Classification:Information Technology – 1.0

 

Abstract

An OER textbook and student solutions manual have been developed by AU Press at Athabasca University, titled Introduction to Data Analytics Technology. These are available in a variety of formats. The material covers various Microsoft Excel programs related to data analytics - PivotTables, Power Query, Power Pivot, and Power BI for Desktop. The text contains eight sections. It is about 800 pages. There is an accompanying Students' Solution Manual. Examples are accounting-related (e.g., gross profit calculations, flexible budgets, bank reconciliations). These concepts are explained. No course prerequisites are required.

 

Bio

David Annand

Dr. David Annand, EdD, MBA, CPA (CA), is a Professor of Accounting in the Faculty of Business at Athabasca University. His research interests include the analysis of costs and organizational structure of online universities, as well as critiques of the Community of Inquiry learning framework. He has written several undergraduate- and graduate-level textbooks in introductory financial and management accounting, and data analytics. Many are available as Open Educational Resources (OERs).

 



5.4 – Top Three Ways to Keep Your Students' Attention

DeAnna Martin, Santiago Canyon Community College, CA

NASBA Classification: Personal Development – 1.0

 

Abstract

First, we need to get our students’ attention to properly engage them. Then, we need to keep their attention! Students today have SO many distractions, so it’s up to us as professors to seek and gain their attention for true engagement. Based on a series of articles from Harvard Business Review, you will learn the top three techniques to engage your students. You will learn how to use physical movement as a form of engagement, how to engage your students mentally to break past their desire for multi-tasking or zoning out, and how to use linguistic engagement techniques to capture and keep the attention of your students. Lastly, you will learn how to combine all three techniques for the best engagement effect.

 

Bio

DeAnna Martin

DeAnna Martin, CPA, MBA, is a professor at Santiago Canyon College in Orange, CA. She has been teaching since 2001, both on campus and online. Her regular courses include College Accounting, Financial Accounting, and Managerial Accounting. Before teaching, she began her career at Deloitte, and she later worked in private industry. She obtained her CPA license, and she earned her MBA degree with a double emphasis in Accounting and Finance. She has earned two online teaching certifications utilizing both BlackBoard and Canvas platforms. She has also served with the Online Education Initiative to design a California state-wide online course rubric.

 



5.5 – TACTYC Talks

NASBA Classification: Personal Development – 1.0

 

A. The Refined Accounting Method

Timothy Griffin, Hillsborough Community College, FL

Abstract

An alternative, intuitive approach to teaching the accounting cycle that eases the transition to debits and credits.

Bio

College and University faculty (1992-present) with last 19 years at Hillsborough Community College; prior research,

 

B. Architecting the Next Generation Accounting Team

Ana Valdiva, West Los Angeles College, CA

Abstract

How many times have you found yourself saying, “there has to be a better way to do this!” when in the middle of a reconciliation, closing the month, or even at year-end? Well, you are definitely on to something if you “just know” there is a better more efficient way to get the task done! Technology advancements in the accounting/finance world have made it possible for accountants at all levels to not only be more efficient, but more effective while at the same time becoming that much more valuable to their organizations. Technology in the workplace can certainly be challenging to adopt, not only because many organizations have tight budgets and the investment in upgrading systems can be cost-prohibitive, but also because often times there are internal organizational barriers – such as cultural differences or group think – that must be overcome in order to get buy-in for a successful implementation. Whether it’s a new ERP or a stand-alone expense solution, there are a number of components required to successfully introduce new technologies that not only will make accountants jobs “that much better” but add a competitive edge to their organizations.

Bio

With over 20 years of experience in the accounting/finance profession, Ana has worked in a variety of industries including the financial services, healthcare, non-profit and most recently in the CPG industry. Additionally, Ana has taught both accounting and taxation at West Los Angeles College for over 10 years. One of the things that Ana is proud of as far as her teaching style is her ability to bring accounting to life for her students in the junior college environment. It is important for her to make the concepts relatable so that the students can apply them immediately.

 

C. Exam Wrappers

Jill Mitchell, University of Virginia, VA

Abstract

Exam wrappers are a tool to help students take ownership of their learning by guiding them through a critical post-assessment review and reflection to evaluate their learning readiness and use metacognition to improve learning strategies as the course continues.

Bio

Jill Mitchell is a Lecturer at the McIntire School of Commerce at UVA and the co-author of several introductory accounting textbooks published by Wiley. She was a Professor at Northern Virginia Community College and taught at George Mason University (GMU). Jill began her career with EY and earned an MSA from UVA and an MEd in instructional design from GMU. She received numerous state and national awards including the Outstanding Faculty Award presented by State Council of Higher Education for Virginia; AAA’s TYC Two-Year College Educator of the Year Award; and the AAA/J. Michael and Mary Anne Cook/Deloitte Foundation Prize.

 

D. Teaching Bonds and Liabilities with Excel

Debby Bloom, Reading Area Community College, PA

Abstract

Throw away those interest charts and stop drawing amortization charts on the board! Microsoft Excel is ideal for teaching bond and liability problems and creating amortization charts. Attendees will learn how to create pricing applications for car payments, mortgage payments, and bonds using the PV and PMT functions in Excel. Attendees will also learn how to calculate total interest paid, as well as construct flexible amortization charts to calculate interest expense by amortization period. Bring your laptops for an interactive session. Attendees will be provided with files to follow along and instructional videos to view later.

Bio

Debby Bloom was born in Brooklyn, NY and has lived in Weymouth, MA and Charlotte, NC. Debby currently resides in Reading, PA with her husband, two cats, and a dog. Debby earned a BS in Accounting from Boston University, an MS in Accounting from Suffolk University, and an MS in Mathematical Finance from UNC Charlotte. Debby is a Certified Management Accountant, Certified Financial Manager, Certified in Strategy and Competitive Analysis, and holds three data analytics certifications from the AICPA. Debby currently works as an Associate Professor of Accounting at Reading Area Community College and writes comedy as a hobby.

 

E. Creating Context and Community in Introductory Accounting

Susan McCarthy, Loyola University,

Abstract

How can we help introductory accounting students realize why they are enrolled in an accounting class (Context) and who shares their class space (Community)? Brief welcoming activities can help students get excited about accounting and develop class community among students, instructor, and the profession. These activities can also prompt conversations about belonging within accounting and be adapted for a variety of modalities.

Bio

Susan McCarthy is a Clinical Associate Professor of Business at Arrupe College of Loyola University Chicago. Arrupe College is a two-year college of Loyola University Chicago that continues the Jesuit tradition of offering a rigorous liberal arts education to a diverse population, many of whom are the first in their family to pursue higher education.

 



5.6 – Sponsored by: PwC

Helping Students Understand Opportunities in the Accounting Profession

Allie McCartney and Kitsy Blanc, PwC

NASBA Classification: Personal Development – 1.0


Abstract

The Accounting profession has evolved into a technology driven career and continues to provide a wide variety of career paths and opportunities. Unfortunately, old myths and perceptions are having an impact on interest in pursuing Accounting. PwC will highlight new initiatives designed to engage with Community College students to broadly and accurately promote this exciting profession and support them in their journeys to become a CPA. In addition, PwC will share an update regarding new classroom resources for professors intended to generate student excitement regarding the possibilities in accounting.


Bios

Allie McCartney

 

Kitsy Blanc




SIXTH CONCURRENT SESSION

FRIDAY, MAY 17, 2024, 4:40 PM – 5:30 PM

 

6.1 Exceptional Teaching:  Reflections of the Cook Prize Winners

Karen Osterheld, American Accounting Association, FL; Larry Stephens, Austin Community College, TX; Jill Mitchell, University of Virginia, VA; Sydney Askew, Borough of Manhattan Community College, NY; Connie Belden, Butler Community College, KS

NASBA Classification:Personal Development – 1.0

 



6.2 – Twenty-Five Quick Tips/Trips/Techniques to Raise the Engagement and Socialization Levels in Your Accounting Classes

David Krug, Johnson County Community College, KS

NASBA Classification: Personal Development 1.0

 

Abstract

Whenever I attend a conference, my goal is to return to my classroom with new practices I can immediately implement to make the learning experience more engaging. Thus, this presentation was created! Some of these techniques I have acquired from others, others I have created myself. Some tips have specifically to do with accounting, others have more to do with increasing engagement levels of students. Some highlights of the presentation are below:

 

Bio

David Krug

David Krug is a full-time instructor at Johnson County Community College in Overland Park, KS since 2004, David enjoys engaging with students and figuring out new ways to make the subject of accounting more interesting and fun. Dave began his career as a CPA in a public accounting firm and has also owned and operated a variety of businesses. He has a passion for student mental and emotional health, and in creating ways to get students to put down their phones and communicate deeply with each other. Currently he has created hundreds of accounting videos available publicly on YouTube to students worldwide.

 



6.3 – Three Clicks to Critical Thinking

Vernon Richardson, University of Arkansas, AR

NASBA Classification: Personal Development – 1.0

 

Abstract

I will walk through three accounting analytics labs that require three clicks and lead to critical thinking. I will provide data files and solutions.

 

Bio

Vernon Richardson

Vernon J. Richardson is Distinguished Professor of Accounting and the W. Glezen Chair in the Sam M. Walton College of Business at the University of Arkansas. He received his BA, MAcc, and MBA from Brigham Young University and a PhD in accounting from the University of Illinois at Urbana Champaign. He is also a visiting professor at Baruch College.

 



6.4 – Incorporating Microsoft Excel into Your Financial Accounting Course

Eric Weinstein, Suffolk County Community College, NY

NASBA Classification: Information Technology – 1.0

 

Abstract

Employers expect a baseline level of Microsoft Excel competency from new hires. Accounting faculty commonly report feedback from employers indicating that students receive insufficient exposure to Microsoft Excel while completing coursework. To combat this, more educators are incorporating Microsoft Excel into their introductory accounting courses. There is a wide array of approaches to adding Microsoft Excel into these courses, some of which are more effective than others.

 

Bio

Eric Weinstein

Eric A. Weinstein (MBA, CPA) is a Professor of Business Administration at Suffolk County Community College on Long Island, NY. Eric graduated Summa Cum Laude from Georgetown University in 1999, and in 2004 earned an MBA from the Fuqua School of Business at Duke University. Eric was the recipient of the State University of New York Chancellor’s Award for Excellence in Teaching, was a practicing Certified Public Accountant in New York for over ten years and is the author of college textbooks covering both computing and accounting published by Labyrinth Learning.

 



6.5 – Industry Speaker Can an Accountant Build a Career in ESG

Hermant Shah, Water Equity, Washington, D.C.

NASBA Classification: Personal Development – 1.0

 

Abstract

Guest speaker, Hemant Shah, will discuss the opportunities in this emerging area and its importance to our society. Hemant is a licensed Certified Public Accountant (CPA) in New York and Virginia and a Certified Fraud Examiner (CFE) (not-active license). Hemant Shah works with WaterEquity where he is responsible for fund-level accounting, including treasury, audit, tax, and financial reporting. He brings 19 years of experience in the alternative asset management industry. WaterEquity identifies investment opportunities in the water and sanitation sector that offer competitive risk-adjusted returns for its investors and measurable social impact. They provide opportunities for investors to earn a competitive financial return while making a responsible and sustainable investment choice.

 

Bio

Germant Shah

Hermant volunteers his time at the Virginia Society of CPA (VSCPA) as a Vice-Chair of the Diversity, Equity & Inclusion (DEI) Advisory Council as well as the Association of International Certified Professional Accountants (AICPA) as a committee member of the LGBTQ+ Initiatives Committee. Hemant is also passionate about accounting, education, and aligning work with your personal values. He looks forward to sharing his journey and answering your questions during his session!

 


 

6.6 – Sponsored by: Wiley

Rewriting the Story: How to Increase Student Buy-in and Engagement in Managerial and Cost Accounting 

Karen Farmer, Texas A&M University, TX; Veronica Schram, Wiley

NASBA Classification: Personal Development – 1.0

 

Abstract

In this session, we’ll discuss the challenges of teaching the Managerial and Cost Accounting courses and the need to reinspire both ourselves as instructors and our students. We’ll take a look at some resources and assignments that have yielded positive results with our students. And lastly, you’ll walk away with renewed energy and tangible things to try in your classroom.  

 

Bios

Karen Farmer

Karen Congo Farmer, CPA (Canada) a senior lecturer at Texas A&M University, teaches cost, managerial accounting, and ethics to both undergraduates and graduate students. Experiences at Ernst & Young, Western University, CPA Ontario, and a 10-year controller role have been enriching.

 

Veronica Schram





SEVENTH CONCURRENT SESSION

SATURDAY, MAY 18, 2024, 8:30 AM – 9:20 AM

 

7.1 – The Upcycled Bag Company Cases: Step-by-Step Excel Pivot Table Tutorials for Introductory Accounting

Rachel Gambol, University of Tampa, FL; Wendy Tietz, Kent State University, OH

NASBA Classification: Information Technology – 1.0

 

Abstract

In this session, we will cover a set of brand-new cases, The Upcycled Bag Company, a fictitious B Corp that manufactures a variety of tote bags from upcycled materials, such as billboards, sail cloths, and seatbelts. The managers of several departments at Upcycled are looking to gain a deeper understanding of their company's operations, and we will explore how Excel pivot tables and pivot charts can be used by managers. When developing the case, we designed the departments to appeal to a variety of majors: human resources, supply chain, marketing, advertising, and more. There is one set of cases for introductory financial accounting and another set for introductory managerial accounting. The purpose of these cases is to teach students how to create pivot tables in Excel. We talk about when and why pivot tables should be used. We also delve into the formatting of pivot tables. An additional element to the case is that the company is a B Corp, which means that the company meets standards of social and environmental performance, transparency, and accountability to balance profit and purpose. This case includes step-by-step tutorials, suggested assessment questions and solutions, and teaching tips.

 

Bio

Rachel Gambol

Rachel Gambol, MSA, CPA, is an accounting professor in the Sykes College of Business at The University of Tampa. She teaches introductory financial and managerial accounting, intermediate accounting I/II, and auditing and assurance. She is a member of AAA and IIA and is the Beta Alpha Psi (BAP) adviser for her university’s BAP chapter, the latter of which she was named BAP Faculty Advisor of the Year in 2023. Rachel also works as an internal auditor for The Progressive Casualty Insurance Corporation. Her interests include risk management, emerging technology, and introductory accounting education.

 

Wendy Tietz

Wendy Tietz, PhD, CPA, CMA, is an accounting professor at Kent State University. She teaches introductory financial and managerial accounting in a variety of formats. She also teaches advanced management accounting and advanced accounting analytics and technology. Dr. Tietz has received several teaching awards, including the AAA Cook Prize for undergraduate teaching, and the IMA Exemplary Educator Award. She is the co-author of two introductory accounting textbooks. Dr. Tietz is also the author of the book “Teaching with Microsoft Teams: Student Engagement Strategies”. She is passionate about teaching accounting and using educational technology to enhance student engagement.

 



7.2 – Empowering Accounting Education: Harnessing AI in Two-Year Community Colleges

George Pate, Robeson Community College, NC

NASBA Classification: Information Technology – 1.0

 

Abstract

In the fast-evolving landscape of education, the integration of cutting-edge technologies is essential to equip students with the skills needed for success. This session will be designed to empower educators in two-year community colleges to leverage Artificial Intelligence (AI) for enhancing the teaching of accounting. This workshop aims to bridge the gap between traditional pedagogical approaches and the transformative potential of AI-driven tools. Participants will explore innovative ways to engage students and provide personalized learning experiences in accounting courses and will be introduced to practical applications using AI-driven resources. Key workshop highlights include hands-on sessions where attendees will: 1. Discover how AI can assist in answering accounting queries and fostering critical thinking. 2. Explore AI-driven analytics to track student progress and tailor instruction. 3. Designing AI-powered projects and assignments to enhance student learning outcomes. 4. Address ethical considerations and privacy concerns in AI integration within the educational context. By the end of this workshop, educators will be well-equipped to harness the potential of AI, revolutionizing the teaching of accounting and nurturing a more adaptive and engaging learning environment in their classrooms. Join me in this transformative journey to redefine accounting education for the 21st century!

 

Bio

George Pate

I was born and raised on a family farm in rural North Carolina. I earned a B.S. in Management from Pembroke State University and spent 5 years as a managing partner in a family-owned agribusiness operation. I then spent 9 years working in industry, focusing on operations and safety management. I earned an MBA from UNC-Pembroke and began my current career at Robeson Community College in 2001, teaching in the Business Administration program. After earning my MAC from NC State, I helped launch the Accounting and Finance curriculum at RCC and have served as the discipline lead since 2015.

 


 

7.3 – TACTYC Talks

 NASBA Classification: Personal Development – 1.0

A. Tips for Engaging Students with a Culture of Care

Kelly Lemons, Community College of Baltimore, MD

 Abstract

I will share a few tips on engaging students with a culture of care. Students' retention rates and success increase when they are interacted with holistically. Success is not just about the subject manner.

Bio

Dr. Kelly B. Lemons is an Associate Professor of Accounting at the Community College of Baltimore County. She is a CPA with over 16 years of Accounting experience, 14 years of teaching experience and almost 23 years at the college. Dr. Lemons served as Training Administrator prior to starting her teaching career. She is happily married to Kenneth Carter, Sr a 28-year Army Veteran. She has one son, Julian and the love of her life, her granddaugher, Alani. Kelly is inspired by her students and is consistently looking for ways to improve her skills in the classroom.

 

B. The Fun Side of Accounting: Using Edutainment to Teach the Accounting Cycle

Marsha Peters, Dallas College, TX

Abstract

The average attention span for today’s students is estimated to be 10 to 15 minutes. To achieve our instruction goals, we need to meet students where they are through the use of accounting games. Games make learning fun, build a sense of community, and increase retention. I will demonstrate a few accounting games I use while teaching the accounting cycle. I will explain and share the game, the desired outcome, and follow-up options after the game.

Bio

Marsha has been an energetic accounting professor for over 18 years. She is a faculty member at Dallas College (Dallas, Texas). Marsha serves on the Accounting Curriculum Committee, Foundation scholarship reviewer, Learning Commons Committee, and contributor to the accounting assessment process. Prior to teaching Marsha was an Internal Auditor, Assistant Controller, Grant Accountant, and College Budget Manager, thankfully all those experiences led her to teaching. She has earned her Master's and Bachelor's of Business Administration (Accounting). Marsha enjoys creating memories with her family, watching documentaries, and cellphone photography. She and her husband are the proud parents of one super-talented teen.

 

C. Infusing Environmental Justice into Introductory Accounting

Susan McCarthy, Loyola University Chicago, IL

Abstract

How can introductory accounting faculty use themes related to environmental justice to create inclusiveness and context? By using a unique environmental justice framework and focal questions, instructors can build upon students’ natural interest and curiosity to supplement learning objectives in introductory accounting. Students are encouraged to notice environmental justice issues within their own communities and link them to larger discussions within the business world.

Bio

Susan McCarthy is a Clinical Associate Professor of Business at Arrupe College of Loyola University Chicago. Arrupe College is a two-year college of Loyola University Chicago that continues the Jesuit tradition of offering a rigorous liberal arts education to a diverse population, many of whom are the first in their family to pursue higher education.

 

D. Flipgrid Videos as Assessments in QuickBooks Courses

Melissa Stitt, Community College of Baltimore County, MD

Abstract

Join this session to discuss using Flipgrid Videos (online video discussion board available through Microsoft 365) to assess QuickBooks skills in an online QuickBooks course. The skills to use Flipgrid are developed through a short series of Flipgrid discussion posts in the course. The final assessment in the course requires students to prepare a Flipgrid video and a "Cheat Sheet" to demonstrate their QuickBooks skills.

Bio

Melissa Stitt is a CPA and MBA teaching at the Community College of Baltimore County for the last 11 years. She focuses on online teaching and learning as the Online Learning Coordinator for her school.

 

E. An Academic Service Learning Approach to Teach Accounting

Wilfredo Moran, Queensborough Community College, NY

Abstract

This presentation will discuss an Academic Service Learning (ASL) approach as a teaching method to combine meaningful service to the community and core academic requirements for learning accounting. The Academic Service-Learning approach offers an opportunity for the students to enhance what they are learning in the classroom and combine it with the benefit of providing a service to the community. This presentation will show how Service-Learning offers a unique opportunity to bridge the gap between academic accounting core curriculum requirements and the need of society to have individuals willing to give their time and effort to benefit others in need.

Bio

Wilfredo Moran is a  self-directed, action-oriented professional, with over 20 years’ experience in higher education. Committed to creating a classroom atmosphere that is stimulating and encouraging to students. Accustomed to working in a multicultural environment that emphasizes inclusion. Recognitions: Nominated for the 2017 and 2018 Distinguished Teaching Prize at John Jay College of Criminal Justice–City University of New York (CUNY). Selected by Southern New Hampshire University as the Outstanding Student in the MBA with a concentration in accounting program.

 



7.4 – Evolution of a Service-Learning Program

Adria Vasquez and Adelfino Palacios, Jr., Del Mar College, TX

NASBA Classification: Personal Development – 1.0

 

Abstract

The Service-Learning Program session will review the evolution of a current program incorporated

 

Bio

Adria Vasquez

Adria Vasquez is an Assistant Professor at Del Mar College. She graduated from the University of Texas at Austin and has taught various accounting classes at different colleges in Texas. She will be presenting with her father, Adelfino Palacios, Jr. who is also a Professor at Del Mar College. Adria and Fino are both CPA's and have a CPA firm that specializes in taxes.

 

Adelfino Palacios

 



7.5 – Preparing for Workforce Readiness

Pat Hartley, Chaffey College, CA

NASBA Classification: Personnel/Human Resources – 1.0

 

Abstract

Today more than ever, being competitive in the workplace means having well-rounded technical skills. For the student completing bookkeeping and/or accounting classes, this means building skills with real-world business tools. This session will explore ways educators can help bolster students, furthering their success in the workforce by providing them with these durable, employable skills by integrating technology focused learning. We will look at how QuickBooks Online can be incorporated into accounting basics classrooms to enhance and extend learning. We’ll also review the Bookkeeping Certification offered through Certiport .

 

Bio

Pat Hartley

Pat Hartley is an educator at Chaffey College for over 20 years teaching accounting and accounting related topics, most currently "Computerized Accounting" with QuickBooks Online.

 



7.6 – Sponsored by: Cengage

Elevate Learning and Critical Thinking Skills with QuickBooks Online, Excel and Data Analytics in Your Accounting Courses

Cathy Scott, University of North Texas at Dallas, TX; Connie Belden, Butler Community College, KS

NASBA Classification: Information Technology – 1.0

 

Abstract

In an ever-evolving educational landscape, incorporating learning activities that align with the real world is key. Technology tools like QuickBooks Online, Excel and Data Analytics help students connect theory to application.

In this session, you’ll learn how to effectively integrate QuickBooks Online, Excel and Data Analytics in your course to foster critical thinking and prepare students for the future workplace. Other takeaways include teaching activities, resources, digital badges and certification opportunities.

 

Bios

Cathy Scott

Cathy Scott is an Associate Professor of Business Accounting at the University of North Texas at Dallas. Professor Scott has a passion for improving accounting education and has published, spoken about, and been recognized on topics such as emerging technologies, effective technology use, improving online education, active learning, data analytics, design thinking, universal design for learning, neurodiversity and bridging the accounting education pipeline. Dr. Scott is a contributing author on Cengage Learning’s College Accounting 24e and previously authored a College Accounting textbook with a career focus. She is also the co-founder of the TeachingAndLearningToolbox.com website and blog.

 

Connie Belden

Connie Belden received her MBA from Wichita State University and a Master's in Educational Leadership from Kansas State University. She is a Professor of Accounting & Business Administration at Butler Community College. Connie is a certified Quality Matters Master Reviewer and serves on the College Curriculum Team, Faculty Development Team, and Accessibility Committee. Connie has received several teaching awards including Butler's Master Teacher in 2015, The 2018 Teaching Excellence Award for Region 5 of ACBSP, and the 2020 Cook Award from the American Accounting Association. She is a TACTYC board member and a new textbook co-author for Cengage's "College Accounting".

 




EIGHTH CONCURRENT SESSION

SATURDAY, MAY 18, 2024, 9:30 AM – 10:20 AM

 

8.1 – Living on the Fringe…Benefits

Jeanette Landin, Landmark College, VT; Paulette Schirmer, University of Alaska, AK

NASBA Classification: Personal Development – 1.0

 

Abstract

Fringe benefits are an important aspect of any employer's compensation package. In the wake of COVID, the definition of fringe benefits remains the same as far as the IRS is concerned. For employers with employees who work in increasingly diverse locations, fringe benefits are becoming more complex. During this session, we will explore the changing nature of how employers offer and account for fringe benefits. We will offer guidelines for how to explain the accounting practices for this important aspect of financial accounting so that students understand how fringe benefits affect them and their employers.

 

Bio

Jeanette Landin

Dr. Jeanette Landin is an Associate Professor of Professional Studies at Landmark College. Dr. Landin earned her Ed.D. in Educational Leadership, Curriculum and Instruction, and her MBA from the University of Phoenix. Dr. Landin has taught online for Landmark College in its dual-enrollment program, and previously for the University of Phoenix and in the master’s program with John F. Kennedy University. She holds master’s level certifications in Autism Spectrum Disorders from Antioch University and in Accounting from the University of Phoenix. Dr. Landin co-authors McGraw-Hill’s Payroll Accounting, a collegiate textbook.

 

Paulette Schirmer

Paulette Schirmer is an accountant with the Division of Finance for the State of Alaska, where she works as the statewide training coordinator and assists with the development and troubleshooting of the reporting system for the accounting program. Dr. Schirmer is active in the preparation of Alaska’s Comprehensive Annual Financial Report and assists as needed for the budgetary and departmental accounting and structure training. Dr. Schirmer also works with the University of Alaska Southeast as an online instructor for its accounting courses. She received her BS in accounting from Metropolitan State College of Denver, her MBA from Regis University, and her DBA from University of Phoenix, where she conducted research on globalization strategies for small businesses.

 



8.2 – The Seven Principles for Good Practice in Undergraduate Education

Connie Belden, Butler Community College, KS

NASBA Classification: Personal Development – 1.0

 

Abstract

Wanting to increase learning and retention in your classes? You may have heard of “The Seven Principles for Good Practice in Undergraduate Education”, but let’s update this for today’s classroom! How can you make your classes more engaging and increase student learning (for both in-person and online classes), when today’s students have more diverse learning styles and more technology available? Come find out about these principles, how we can apply them to today’s classroom, and engage with brainstorming ideas with others. We will also use a couple of easy tools to keep students engaged.

 

Bio

Connie Belden

Connie Belden received her MBA from Wichita State University and a Master's in Educational Leadership from Kansas State University. She is a Professor of Accounting & Business Administration at Butler Community College. Connie is a certified Quality Matters Master Reviewer and serves on the College Curriculum Team, Faculty Development Team, and Accessibility Committee. Connie has received several teaching awards including Butler's Master Teacher in 2015, The 2018 Teaching Excellence Award for Region 5 of ACBSP, and the 2020 Cook Award from the American Accounting Association. She is a TACTYC board member and a new textbook co-author for Cengage's "College Accounting".

 



8.3 – TACTYC Talks

NASBA Classification:  Personal Development – 1.0

 

A. High-Flex, Low Stress, High Retention Strategies

Annalee Rothenberg, Tacoma Community College, WA

Abstract

Use a high-flex presentation to share a TCC high-flex strategy. Two accounting classes with 50+ students were team taught and only 1 student did not pass. STUDENTS’ HYFLEX OPTIONS: OPTION 1: Attend a M-W live team-taught Zoom session. Mondays: optional Zoom. Wednesdays: optional in-class offering merged with Zoom. OPTION 2: Watch recorded Zoom sessions at the student’s convenience. OPTION 3: Attend a student led Thursday evening learning hour. HEAVY WEEKLY ASSESSMENT provided feedback about retention. Pre-assessment, homework, test, mid-term, final Meta-assessment: Students loved the flexibility and grumbled about the workload.

Bio

Annalee Rothenberg began her career as a CPA with Deloitte, Haskins and Sells. She joined TCC in 1998. Annalee meets students where they are, creates high expectations, and encourages students to be successful. Her innovation has been recognized by the WSCPA, TCC, and Washington Association for Vocational Administrators.

 

B. Innovative Chat AI for Enhancing Learning - Let's Share!

Perry Sellers, Lone Star College, TX

Abstract

Have you been considering the integration of a chatbot into your accounting courses. Chatbots are AI-driven tools that can simulate human conversation and offer real-time assistance to students. Here's how this concept could benefit your classes: Instant Clarification: Interactive Learning: Personalized Assistance: Concept Visualization: Engaging Activities: Resource Sharing: Real-World Context: I believe this innovation could make learning accounting more dynamic, accessible, and interactive for our students. What do you think about this idea? Do you see potential in leveraging chatbots to enhance our teaching approach? Let's discuss this further at the 2024 TACTYC Conference.

Bio

Perry Sellers earned his Master’s degree in Accounting from Texas A&M University, Perry has worked at esteemed firms such as Arthur Andersen and Deloitte. Currently, Perry holds the position of Lead Faculty of Accounting and Faculty Fellows at Lone Star College. Perry is an advocate for the integration of cutting-edge technology, such as Chat AI, to engage and support students effectively. His passion for exploring new frontiers in education reflects his commitment to shaping a future where accounting education is both enriching and forward-thinking.

 

C. Ten Lab Ideas for Using Analytics in Managerial Accounting

Vernon Richardson, University of Arkansas, AR

Abstract

Analytics means hands-on labs! Analytics in Intro Managerial means students learning, growing and thinking critically to address management questions. We'll discuss 10 specific lab ideas of how to create data-derived insights and get students excited to learn and grow!

Bio

Vernon J. Richardson is Distinguished Professor of Accounting and the W. Glezen Chair in the Sam M. Walton College of Business at the University of Arkansas. He received his BA, MAcc, and MBA from Brigham Young University and a PhD in accounting from the University of Illinois at Urbana Champaign. He is also a visiting professor at Baruch College. Dr. Richardson has co-authored textbooks featuring accounting analytics with McGraw Hill titled, “Data Analytics for Accounting”, “Introduction to Data Analytics for Accounting”, "Cost Accounting: A Data Analytics A "Introduction to Business Analytics", "Financial Statement Analysis" and “Accounting Information Systems”.

 

D. Teaching Financial and Managerial Accounting to the Non-Accounting Major

Reed Peoples, Austin Community College, TX

Abstract

Using OER to teach Accounting to non-accounting majors. A recurring theme in business education is improving introductory accounting. For many students, especially non- accounting majors, introductory accounting has become a major obstacle for achieving their goal of obtaining undergraduate degree in business.

Bio

Over my 40 years of teaching accounting, I have held positions as Department Chair of Accounting, Dean of Business, and now serving as Assistant Dean of Business. I hold a CPA license for the State of Washington. I am the author of the OER textbook we currently use in our Accounting Course for Non-Accounting majors.

 



8.4 – Adding Industry Certifications to Your Accounting Course

Erin Hall and Natalie Young, Wake Technical Community College, NC

NASBA Classification: Marketing and Communications – 1.0

 

Abstract

Have you ever thought about adding industry certifications to your Accounting courses? If not, then why not? This session will discuss how we incorporated the Intuit QuickBooks Certified User certification and the Intuit Bookkeeping Certified Professional certification into our courses and the value it added to students' resumes.

 

Bio

Erin Hall

Erin N. Hall, CPA is an Assistant Professor of Accounting at Wake Technical Community College. She is a CPA and has a Master's in Accounting from North Carolina State University. Natalie K. Young is an Assistant Professor of Accounting at Wake Technical Community College. She has a Master's in Accounting from North Carolina State University.

 

Natalie Young

 



8.5 – Blast to the Past…Practices that Result in Better Student Performance in Financial Accounting

Adam Smith, University of Cincinnati Blue Ash, OH

NASBA Classification: Personal Development – 1.0

 

Abstract

An important part of our job as an instructor is understanding how students learn. While technology has helped in certain aspects of learning, based on student performance in my Financial Accounting classes, the old school way of completing certain assignments by paper and pencil has resulted in better student performance. We will dissect why students learn material more effectively and efficiently when completing assignments by hand. We will also discuss what lessons are best to apply this practice in Financial Accounting.

 

Bio

Adam Smith

Adam Smith, CPA, is an Assistant Professor of Accounting in the Business and Economics Department at University of Cincinnati, Blue Ash College (UCBA) in Blue Ash, Ohio. He obtained his undergraduate and MS degree in accountancy from the University of Cincinnati. Adam has ten years’ experience in public accounting before beginning his teaching career.

 



8.6 – Sponsored by: Pearson

Bridging the Gap from Classroom to Career with Pearson 

Tracie Miller, Franklin University, OH; Wendy Tietz, Kent State University, OH; Stephanie Swaim, Dallas College, TX; Sara Eilert, Pearson; Nayke Heine, Pearson; Mike Trinchetto, Pearson

NASBA Classification: Personal Development – 1.0

 

Abstract

We know that you have a lot of content to cover in your accounting courses. But do you also want to: 

 

Bio

Tracie Miller

Dr. Tracie Miller, CPA, is the chair of the Accounting program at Franklin University. She has extensive teaching experience including Austin Community College, Texas State University, Aims Community College, and The University of Texas-Austin. Dr. Miller received her doctoral degree from Texas A&M University. She has public accounting experience with Deloitte Tax LLP. She serves in numerous leadership roles for American Accounting Association, American Institute of CPAs, Teachers of Accounting at Two-Year Colleges, and Texas Society of CPAs. Dr. Miller has received several teaching and professional awards. Dr. Miller is an author of several accounting textbooks published by Pearson.

 

Wendy Tietz

Wendy Tietz, PhD, CPA, CMA, is an accounting professor at Kent State University. She teaches introductory financial and managerial accounting in a variety of formats. She also teaches advanced management accounting and advanced accounting analytics and technology. Dr. Tietz has received several teaching awards, including the AAA Cook Prize for undergraduate teaching, and the IMA Exemplary Educator Award. She is the co-author of two introductory accounting textbooks. Dr. Tietz is also the author of the book “Teaching with Microsoft Teams: Student Engagement Strategies”. She is passionate about teaching accounting and using educational technology to enhance student engagement.

 

Stephanie Swaim

Stephanie Swaim is a Certified Public Accountant and earned both her Bachelor’s and Master’s degrees in Accounting and Information Management at the University of Texas at Dallas. She began her accounting career in the EY Assurance services practice as an auditor. Stephanie transitioned into a career in higher education and is now in her tenth year of teaching at the Dallas College North Lake Campus. Stephanie holds the Certificate in Effective Instruction from the Association of College and University Educators and is a Fundamentals of Sustainability Accounting (FSA) Credential Level II Candidate.

 

Sara Eilert

 

Nayke Heine

 

Mike Trinchetto

 



 

NINTH CONCURRENT SESSION

SATURDAY, MAY 18, 2024, 10:30 AM – 11:20 AM

 

9.1 – Improving Our Curriculum to Increase Student Success

Lori Hatchell and Gina Jones, Aims Community College, CO

NASBA Classification: Personal Development – 1.0

 

Abstract

In the fall of 2021 and Fall of 2022, both Lori Hatchell and Gina Jones completed a sabbatical plan to interview students and area employers and gain necessary information to improve our Accounting Curriculum to maximize employer satisfaction and student success and employability.

 

Bio

Lori Hatchell
With over 32 years of education experience, Lori Hatchell is a full-time accounting and business professor at Aims Community college in Greeley, Colorado, has practical work experience from various accoutning firms, and spent many years teaching secondary business and being the advisor of Future Business Leaders of America.  She is a current memeber, or has been a member of the following professional organizations:  Accounting and Financial Women's Alliance, FBLA, Colorado Business Educators, National Business Education Association, American Accounting Association, and of course TACTYC serving as Tresurer. 

 

Gina Jones

Gina Jones is a full-time accounting and business professor at Aims Community College in Greeley, Colorado. She has over 35 years’ experience in industry and earned her Masters of Business Administration from Franklin University. Gina is the coordinator of Tax Help Colorado on campus that has served the community for the past fifteen years assisting taxpayers gain $30,000,000 in federal and state tax refunds. She completed her sabbatical semester fall 2022. Gina interviewed numerous accounting industry workers including our graduates to gain access to industry demands for student success entering the workforce in accounting. She is a current member or has been a member of American Institute of Professional Bookkeepers (AIPB), American Accounting Association (AAA), National Business Educators Association (NBEA), Accounting and Financial Women’s Alliance (AFWA), National Association of Tax Professionals (NATP), and TACTYC. Gina and Lori will share invaluable information to accounting instructors of what industry is currently demands from our graduates.

 


 

9.2 – Navigating the Technology Frontier: The Role of AI and Technology in Accounting Classrooms

Laurie Burney, Baylor University, TX

NASBA Classification:Information Technology – 1.0

 

Abstract

Join us for an informative presentation as we explore technology integration in the classroom. Discover how cutting-edge tools such as AI, Data Analytics, and Robotic Process Automation (RPA), can transform your teaching approach. In this session, we'll explore the impact of AI and technology on accounting education and its implications for students. Learn why it's crucial to embrace AI responsibly to empower the next generation of accountants to navigate the ever-evolving accounting landscape successfully. Our expert speaker will share practical insights on harnessing these tools effectively while maintaining ethical standards and academic integrity. Don't miss this opportunity to stay ahead of the curve and equip your students with the skills they need to thrive in the future of accounting.

 

Bio

Laurie Burney

Laurie Burney, Associate Professor and holder of the J.E. Bush Professorship in Accounting at Baylor University, serves as the IMA’s Professor in Residence. Laurie’s primary research uses a behavioral approach to investigate management control systems, which she has published in high-quality journals. Laurie is an Associate Editor for the IMA’s Educational Case Journal. She serves on the board for the IMA’s Texas Council, the Educational Foundation for Women in Accounting, and the IMA’s Stuart Cameron McLeod Society. Laurie received the IMA R. Lee Brummet Distinguished Award for Educators and the LEI’s Excellence in Lean Accounting Faculty Award.

 



9.3 – Get Ready! Real-World Experience with QuickBooks Online

Matthew Lowenkron, Glendale Community College, AZ

NASBA Classification:Information Technology – 1.0

 

Abstract

How can students stay current, and build real-world business skills with QuickBooks Online? Matthew would like to share how to combine both accounting theory and concepts with hands-on practice using cloud accounting. The topics covered include current software updates that are reflected in a financial accounting project; business user statistics, market share, and accounting tasks; teaching trends using eBooks; Intuit’s educator portal, videos, and webinars; student certification; and free instructor certification.

 

Bio

Matthew Lowenkron

Matthew Lowenkron is full-time faculty at Glendale Community College in Arizona. He teaches QuickBooks, Financial and Managerial Accounting, Statistics, Business Communication, and Income Tax Preparation. Matthew coauthors Computer Accounting with QuickBooks Online: A Cloud-Based Approach, 4E. Previous to teaching, Matthew worked as a tax accountant and is an Enrolled Agent. Matthew earned his BSBA degree in Management at Northern Arizona University, and completed his post-baccalaureate in Accounting at Arizona State University.

 



9.4 – Technology in the Classroom - Keeping it Personalized

Donald Frey, University of Arizona Global Campus, AZ

NASBA Classification:Personal Development – 1.0

 

Abstract

Technology in the Classroom is not new. Many institutions use third party tools to enhance student learning and take the tedium out of the grading process for instructors. So, what can be done with this time instructors now have since grading has become more automated? This presentation will dive into this topic with suggestions that have been proven to be valuable in student learning of accounting concepts, as well as enhancing the students’ experience interacting with the instructor. Want to improve student retention or improve pass rates in your courses? Then this is the session for you. Come with an open mind and let's explore some ideas together that have been tried and proven to impact one or more of these areas.

 

Bio

Don Frey

Don Frey graduated from the University of Iowa with a BBA in Finance, went on to complete a BS equivalent in accounting, and then an MBA from St. Ambrose University. He is also a Certified Management Accounting (CMA). 24 years of accounting work experience were spent in various positions (Cost Accountant, Assistant Controller, Controller and General Manager) in manufacturing and 7 years as Chief Financial Officer for a private college, and 14 years as a full-time accounting professor. He is currently employed by the University of Arizona Global Campus as Program Chair, BAA and MAcc programs.

 

 


9.5 – AI-Powered Excel: Teaching Resources for Data Analytics and More

Wendy Tietz, Kent State University, OH; Tracie Miller, Franklin University, OH;

NASBA Classification:Information Technology – 1.0

 

Abstract

This session will provide a deep dive into how AI, especiall ChatGPT, can signficantly enhance Excel's capabilities, making data analysis, formula creation, and overall spreadsheet managment more efficient and effective.  Attendees will learn how to use AI for automaticng complex tasks, generating advanced formulas, optimizing data organization, and gaining deeper insights from data sets.  We will be looking at Excel's built-in AI capabilities.  We will also be talking about the difference between ChatGPT 3.5 and ChatGPT 4 with resepct to EXcel tasks and how ChatGPT can help to leverage the power of Excel.  This interactive session will provide hands-on experience and practical examples, empowering instructiors to integrate AI into their Excel curriculum.  Examples and materials that can be used in attendee's own clasases will be shared. 


Bio

Wendy Tietz

Wendy Tietz, PhD, CPA, CMA, is an accounting professor at Kent State University. She teaches introductory financial and managerial accounting in a variety of formats. She also teaches advanced management accounting and advanced accounting analytics and technology. Dr. Tietz has received several teaching awards, including the AAA Cook Prize for undergraduate teaching, and the IMA Exemplary Educator Award. She is the co-author of two introductory accounting textbooks. Dr. Tietz is also the author of the book “Teaching with Microsoft Teams: Student Engagement Strategies”. She is passionate about teaching accounting and using educational technology to enhance student engagement.

 

Tracie Miller

Dr. Tracie Miller, CPA, is the chair of the Accounting program at Franklin University. She has extensive teaching experience including Austin Community College, Texas State University, Aims Community College, and The University of Texas-Austin. Dr. Miller received her doctoral degree from Texas A&M University. She has public accounting experience with Deloitte Tax LLP. She serves in numerous leadership roles for American Accounting Association, American Institute of CPAs, Teachers of Accounting at Two-Year Colleges, and Texas Society of CPAs. Dr. Miller has received several teaching and professional awards. Dr. Miller is an author of several accounting textbooks published by Pearson.

 


 

9.6 – Sponsored by: EY

EY Academic Resource Center (EYARC): Introductory Financial Mini Cases and Financial Literacy Cases

Alex Givens, EY

NASBA Classification: Personal Development – 1.0

 Abstract

The EYARC is happy to share eight mini cases designed to bring real-world examples into your introductory financial class.  Each case takes no more than 20 minutes for students to complete and are easy to integrate into your course.  These cases all contain cloud based technology so that you can expose your students to the basics of data analytics without you becoming a help desk.  In this session, we will also cover the EYARC's new financial literacy materials.   Come learn about the exciting resources we have available for you and your student.  The EYARC materials are free for faculty of not-for profit, higher educational institutions.  


Bio

Alex Givens



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