Curriculum Vita

 

 

EDUCATION:    

 

Ph.D. in Business Administration, May 1985, Oklahoma State University. Major in accounting; minors in Economics and Quantitative Methods.

 

M.S. in Economics. May 1984, Oklahoma State University.

 

B.A. in Accounting, May 1979, University of Northern Iowa.

 

 

EXPERIENCE:

 

Present: PROFESSOR OF ACCOUNTING, California State University. Effective August 1990. Tenured fall 1996.

 

Fall 2000: CONSULTANT, iVative, Inc., Thousand Oaks, CA.  (I took a six-month unpaid leave of absence from the university during this period). Duties included co-authoring the company business plan, making presentations to venture capitalists, and helping the company with its long-term strategic goals.

 

1985-1990: ASSISTANT PROFESSOR OF ACCOUNTING, Arizona State University. Primary responsibility included teaching courses in intermediate financial accounting. Extensive involvement with the School of Accountancy's committees and advising doctoral students.

 

1981-1984: INSTRUCTOR and GRADUATE STUDENT. Oklahoma State University, Still­water, OK.

 

1979-1981: STAFF ACCOUNTANT, Ernst & Whinney, Des Moines, Iowa. This public accounting experience resulted in many audit engagements for a diverse clientele.

 

1978: ACCOUNTING INTERN, McGladrey, Hansen, Dunn, & Co., Cedar Rapids, Iowa

 

PROFESSIONAL:

 

Co-author, American Accounting Association Service-Learning Committee Report, 1999–2000, Members: Gail Cook, Al Michenzi, Bernard Milano and Dasaratha V. Rama (Chair). URL: http://www.rutgers.edu/Accounting/raw/aaa/tccomm/comm99_SvcLearning.htm

 

Chair, Student Partnerships Subcommittee on Service-Learning (part of the Active Learning Committee) of the Teaching and Curriculum Section of the AAA, 1998/99.

 

West Coast Director, American Accounting Association, Public Interest Section, 1997/98.

 

Co-Chair of the CSCPA’s “First Course in Accounting” Task Force, 1994/95, 1994/93.

 

Academic Fellow, California Society of CPAs, 1994/95, 1993/94

 

Director, West Coast, Teaching and Learning Section of the American Accounting Association, 1994/95; Associate Director, West Coast  Teaching and Learning Section in 1993/94

 

Faculty Fellow, Samuel M. Walton Free Enterprise Fellowship, Students in Free Enterprise, 1993-present.

 

Member, American Accounting Association. Also, member of two of the AAA's Special Interest Sections: Teaching and Curriculum and Two-Year College.

 

Member, International Association of Accounting Education and Research

 

Chico State Representative, California Community College Colloquium on Accounting Education, Cal Poly Pomona,  March 1995.

 

Presented “Trends in Accounting Education” at the Butte-Glenn Technical Discussion Group for the California Society of CPAs in April 1995.

 

Associate Editor, Journal of Accounting Education, since Summer, 1992; served two years on the Editorial Board prior to that

 

Editorial Board, The Accounting Educators' Journal, October, 1992

 

Reviewer, three proposals in the final round of review, for the Department of Education’s Fund for the Improvement of Postsecondary Education: Comprehensive Program, May, 1994

 

Ad hoc reviewer: Advances in Accounting, International Studies Quarterly, Journal of Accounting Education, Contemporary Accounting Research, The  Accounting Educators' Journal

 

Reviewer: Education Track of the American Accounting Association's 1993 and 1992 Annual Meetings

 

Book reviewer for Prentice Hall, Englewood Cliff, NJ and John Wiley & Sons, New York, New York, 1992/1993

 

Chico State Representative, Northern California Community College Colloquium on Accounting Education, Napa, March 1994 and 1993; San Jose, April 1992; Santa Clara, May 1991

 

Chico State Representative, Institute for Teaching and Learning Conference, Los Angeles, April 1991

 

Continuing Education for the Practicing Profession: C.P.A. Review Instructor, Spring and Fall, 1985-Spring 1990; C.M.A. Review Instructor, Spring and Fall, 1986

 

Membership Committee, American Accounting Association, 1986-1987

 

A.S.U. Representative - New Faculty Consortium, Chicago, February, 1986

 

A.S.U. Representative - Trueblood Research Seminar for Professors, Chicago, March 1986; February, 1989

 

Presentation of "SFAS 95 - Maybe Cash Does Make the World Go Around," a speech given to the American Society of Women Accountants, November 17, 1988, Downtown Phoenix.

 

Certified Public Accountant, Arizona

 

Fellow, Life Management Institute, Life Office Management Association

 

Honorary Faculty Initiate, Beta Alpha Psi, 1986

 

Doctoral Consortium Fellow, 1983

 

Merchant Scholarship Award, 1982-1983

 

A.A.A. Doctoral Fellowship, 1982-1983

 

Presidential Graduate Fellowship, 1981

 

 

RESEARCH:

 

Publications

 

“Entrepreneurship Education for At-Risk Youth: A Partnership between Higher Education and Private Industry,” Journal of Entrepreneurship Education, Volume 3, 2000, pp. 70-85. This paper also appeared in Proceedings, Allied Academies International Conference, Maui, Hawaii October 11-14, 2000. Track: Academy of Free Enterprise Education (this paper was selected for the Distinguished Research Award).

 

"Curricular Revision Starting at Ground Zero: The Case of Introductory Accounting," 1998, Volume 1, No. 1, Advances in Accounting Education  (with Steve Adams and Richard Lea; I am the lead author); pp. 163-187.

 

“Service-Learning in Introductory Accounting: A 'Free Enterprise' Model," Summer 1998, in a monograph published by the American Association for Higher Education in cooperation with the KPMG Peat Marwick Foundation. The monograph is entitled Learning By Doing: Service-Learning And Accounting Education. Series Editor: Edward Zlotkowski; Volume Editor: D.V. Rama; pp. 65-83.

 

“Students in Free Enterprise,” Thrust for Educational Leadership, Volume 25, No. 3, February/March 1996, Association of California Administrators, pp. 38-41.

 

The California Core Competency Model for the First Course in Accounting  (with Roger Gee, Ken Harper, Bob Hurt, Patrick Kelly, Bob Knox, Joe Mori, Jim Peters, Bonnie Slager, and Paul Solomon), California Society of CPAs, July 1995. This “White Paper” was cited by the AECC in Transfer of Academic Credit for the First Course in Accounting Between Two-Year and Four-Year Colleges, Issues Statement No. 6, June 1995.

 

"An Empirical Investigation of the Usefulness of Primary Earnings Per Share," (with Brock Murdoch), Journal of Accounting, Auditing, and Finance. Spring 1994, pp. 249-263.

 

"Teaching the 'Language of Business' as a Language: An Audio Approach to Elementary Accounting," Accounting Education for the 21st Century: The Global Challenges, Edited by Jane O. Burns and Belverd E. Needles, AAA/International Association Section of the AAA, 1994. Earlier versions of this manuscript were presented at the AAA Western Regional Meeting, San Jose, CA, April 30-May 2, 1992; also presented at the Seventh International Conference on Accounting Education­, October 8-10, 1992, Arlington, VA.

 

"A Comparison of Historical Cost and Current Cost Financial Ratio Patterns Using a Refined Cash Flow Measure, (with Keith Shriver and Stephen W. Wheeler), Journal of Economic and Social Measurement (19), 1993, pp. 281-304.

 

"The Immateriality of Primary EPS: What the Data Reveal," (with Brock Murdoch), Financial Analysts Journal, September/October 1991, pp. 91-95 (This article was cited in “Response to the FASB Prospectus on Earnings Per Share,” Accounting Horizons, June 1994, pp. 111-113, by the American Accounting Association’s Financial Accounting Standards Committee. This committee,  charged with responding to documents issued by standard-setters relating to financial reporting,  relied on our study to recommend changing current reporting standards for earnings per share).

 

"An Examination of the Substitution and Supplement Effects of Current Cost Rati­os," (with Keith Shriver and Stephen W. Wheeler), Journal  of Economic and Social Measurement, Volume 17, 1991, pp. 1-16. An earlier version of this manu­script was presented at the Western Regional Meeting of the American Accounting Association in April, 1988. 

 

"A Survey of Current Doctoral Students in Accounting: Demographics and Experi­ences," (with Eugene Chewning), Advances in Accounting, Volume 9, 1991), pp. 183-201.

 

"An Examination of the Relationship Between Non-Audit Services and Auditor Change," (with Stephen E. Kaplan and Kurt Pany), Accounting Horizons, March, 1991, pp. 23-28.

 

"Instructional Pension Case: AT & T," The Journal of Accounting Case Research, Fall 1992, pp. 43-73.

 

 "A Career in Accounting Education," (with Eugene Chewing and Edmund Scribner), Management Accounting, January, 1991,

 

"An Empirical Investigation of the Potential Confounding Variables In Student Evaluation of Teaching," (with Jeff Wilson), Journal of Accounting Education, Vol. 8, No. 1, Spring 1990, pp. 37-62.

 

"Earnings Per Share and the Actual Conversion of Convertible Securities,"  Journal of Accounting Education, Volume 8, No. 1, Spring 1990, pp. 137-151.

 

"Initial Direct Costs in Direct Financing Leases," (with Philip Regier and Katherine Rolle), The CPA Journal, March, 1989, pp. 40-41.

 

"The Relevance of Current Cost Accounting Data: A Review and Analysis of Recent Studies," (with Keith Shriver), Journal of Accounting Literature, Volume 6, 1987, pp. 55-87.

 

"Employers' Accounting for Pensions: A Theoretical Approach to Financial Ac­counting Standard No. 87," (with H. Fred Mittelstaedt and Philip R. Regier), Journal of Accounting Education, Fall, 1987, pp. 161-176.

 

Manuscripts in Process

 

“Developing Personal Competencies through Service-Learning: A Role for Student Organizations,” with Gail L. Cook, Alfred R. Michenzi, Bernard J. Milano, and D.V. Rama,” forthcoming,  Advances in Accounting Education.

 

“Creating Sustainable Service-Learning Programs: A Role for Student Organizations,” with D.V. Rama and Bernie Milano, invited for a second round of review at the Michigan Journal of Service Learning.

 

"Service-Learning: The ‘Trim-Tab’ of Undergraduate Education Reform” with Lynn Pringle and Edward Zlotkowski, invited for a second round of review at the Michigan Journal of Service Learning.

 

"The Real World Comes to Introductory Accounting Via Service-Learning,” presented under the Teaching and Curriculum Track of the 1998 AAA Annual Meeting, August 16-19,1998 in New Orleans.

 

Grants and Fellowships Awarded

 

“Cal-High SIFE: A University/School/Business Partnership,” $22,500, Applied Materials, Inc, Fall 2001.

 

“Cal-High SIFE: A University/School/Business Partnership,” $10,000, Applied Materials, Inc, Fall 2000.

 

“Cal-High SIFE: A University/School/Business Partnership,” $10,000, Cadence Designs, Inc, Fall 2000.

 

“Entrepreneurship for Summer Youth,” $43,433, Private Industry Council of Butte County, June 1999.

 

Summer Scholar Award, 1998, “Assessment, Publication and Grant Writing: A CSU, Chico/K-12 Partnership.”

 

"Doing More with Less in Introductory Accounting: (More Learning, More Technology, More Relevance;

Less Teaching, Less Lecture, Less Pain)," $8,000, submitted to the Center for Excellence in Learning and Teaching under the CSU Chancellor's Learning Productivity Project Program for 1998/99, July 1998.

 

"Entrepreneurship for Summer Youth,"  $9,995. Private Industry Council of Butte County, July 1998.

 

"Entrepreneurship for At-Risk High School Students: Turning Risk into Success,"  $25,000. The Coleman Foundation, Inc. Chicago, IL, April 1998.

 

January 1997, $2,500 grant from the California Campus Compact under its Service-Learning Curriculum Development and Action Research program. As a result of this grant, I have written a syllabus to establish a service-learning course within the College of Business entitled “Business and Computer Literacy in the Community,” an ACC 189C course.

 

Project Director, $10,000 grant from Sun Microsystems  for a SIFE project entitled “Business and Computer Literacy in the Community,” Fall 1996.

 

Project Director, $5,390 grant from Intel Foundation for a SIFE project entitled “Business and Computer Literacy in the Community,” Fall 1996.

 

Co-Director, Department of Education's Fund for the Improvement of Postsecond­ary Education, "Disseminating Proven Reforms,” September 1995. The grant was one of 13 awarded out of 43 proposals that deemed themselves models of “proven reform.” It totals $180,000  over a two-year period beginning October 1, 1995. CSU, Chico’s share is $60,000;  the remainder will be split equally between six schools who are adapting the CSU, Chico model for reengineering introductory accounting.

 

Co-Director, Department of Education's Fund for the Improvement of Postsecond­ary Education, "Re-Engineering Elementary Accounting. The grant was one of 70 awarded out of approximately 1,600 proposals. It totaled $393,492 over a three-year period beginning September 1, 1992. FIPSE's share of the monies was $198,919; the grant sought to improve the first two courses in the pre-business core.

 

"Business Literacy for Junior High Math Students: A Partnership Among Universi­ty, Community College, K-12, and Business," submitted to the Academic Programs and Support Task Force at the CSU Office of the Chancellor in Long Beach. This $10,000 grant was funded for the summer of 1994. The purpose of the grant was to enhance linkages with K-12 education.

 

Foundation Fellowship, Spring Semester 1994, $4,873. This fellowship provided .2 assigned time to develop one proposal for external funding. (A proposal was later submitted to the Texas Instruments Foundation.)

 

Instructional Improvement Committee Grant, 1993, $675: "Technology and Ac­counting: An Historical Perspective Since the Renaissance."

 

Instructional Improvement Committee Grant, 1993, $4,455: "Interactive Multime­dia: A 'Mentorial' System for Underrepresented Business Students."

 

CSU Chico Summer Scholar, 1992, $3,500: "Grant Development: Integrating Information Technology into Elementary Accounting." A proposal emanating from this grant was submitted to the Westinghouse Foundation.

 

CSU College of Business Unit Incentive Grant, 1992, $685: "Grant Development: Integrating Information Technology into Elementary Accounting: A Proposal to Apple Computer Corporate Giving Program."

 

Instructional Improvement Committee Grant, 1991, $2,500: "The Pension Case: An Opportunity to Enhance Instructional Teaching Methods Across All Levels of Financial Accounting." Resulted in one refereed journal article.

 

CSU Chico Summer Scholar, 1990, $3,500: "The Usefulness of Earnings Per Share Disclosures: Some Empirical Evidence," (with Brock Murdoch). Resulted in two refereed journal articles.

 

Honors and Awards While at Chico State

 

Service-Learning Resource Faculty Award, by Dr. Byron M. Jackson, Vice Provost for Academic Affairs and Dean of Undergraduate Education, Spring 2001. In this role, I have advised and assisted other faculty who are implementing service-learning components into their coursework. This award consisted of .2 assigned time.

 

Recipient, Jack Kahl Entrepreneurial Leadership Award, by Students in Free Enterprise, May 1999, Kansas City, Missouri. Included $5,000 stipend. This international, annual award is presented to one Sam M. Walton Fellow. It is presented to the fellow “who has done the most to advance the entire SIFE organization during the last year. This award recognizes outstanding contributions to SIFE students and the SIFE program on their campus, including helping students with career placement.”

 

Recipient, 1998/99 Outstanding Faculty Service Award. Included $1,000 stipend.

 

Nominee (by President Manuel A. Esteban), 1998 Thomas Ehrlich Faculty Award for Service Learning, sponsored by Campus Compact. This award recognizes and honors one faculty member annually for his or her support of integrating service into the curriculum and efforts to institutionalize service learning at his or her college or university. Only one faculty member may be nominated per campus.

 

Recipient, "Champion of SIFE Award," at the 1996 Students in Free Enterprise International Exposition held in Kansas City, Missouri May 19-21, 1996. One of 11 recipients of this national award, which "is given to individuals who believe and fight for the cause of Students in Free Enterprise. The recipients of the award go above and beyond the call of duty by volunteering their time to recruit other interested entrepreneurs, educators, and corporate executives to become part of the SIFE family.” Included among the other recipients were Frank Newman, President and CEO, Eckerd Corporation; Robert Plaster, Chairman of the Board, Empire Energy Corporation; Len Roberts, President, Tandy Corporation; and Robin Walker, Assistant Vice President, Merrill Lynch

 

Recipient, Leavey Award, Freedoms Foundation at Valley Forge, $7,500 stipend, June 1995. This was one of six national awards made for the 1993/94 academic year. The purpose of the award is to recognize excellence in private enterprise education.

 

Recipient, National Federation of Independent Business Foundation Award, Postsecondary Educator Category, 1995. Second place. Three awards are given nationally in this category to recognize individuals for their creativity, innovation, and achievement in entrepreneurship and free enterprise education.

 

Finalist, Greater Chico Chamber of Commerce, Employee of the Year, 1995, nominated by CSU, Chico President Manuel A. Esteban.

 

Recipient, Professional Achievement Honors, CSU, Chico, May 1994, as a faculty member who has "brought prestige to the University by their significant contributions in research, publications, through funded projects, or by receiving awards or fellowships."

 

Outstanding Faculty Group: FIPSE Team, CSU, Chico College of Business, 1992-1993, presented to the college's outstanding faculty group.

 

Outstanding Research Award, CSU, Chico College of Business, 1990-1991, pre­sented to the college's outstanding researcher.

 

Outstanding Faculty Member Award, CSU, Chico College of Business, 1990-1991, presented by the dean to the college's outstanding faculty member.

 

Proceedings

 

"Service-Learning: A Vehicle to Combine Action-Based Learning, Entrepreneurship, and Business Partnerships,” presented at the 6th Annual EDINEB International Conference in Bergen, Norway, June 1999.

 

"Entrepreneurship Education for At-Risk Youth: A Successful Model for University/Business Partnerships," presented at the United States Association for Small Business and Entrepreneurship 13th Annual National Conference, January 14-17, 1999, San Diego, CA.

 

"Service-Learning: The ‘Trim-Tab’ of Undergraduate Accounting Education Reform," with Lynn M. Pringle, University of Iowa, and Edward Zlotkowski, Senior Associate, American Association for Higher Education. Presented at the American Association for Higher Education (AAHE) 7th annual conference on Faculty Roles and Rewards, January 21-24, San Diego, CA. This paper was also presented at the 3rd North American Conference on The Learning Paradigm: Assessing Learning, Measuring Change in San Diego on January 9-12.

 

"Collaboration Among University, Community College, and K-12: An Explosive Formula for Service-Learning," presentation, Tuesday, August 4, 1998, United Service Conference, Oakland, CA (with SIFE students Ken Derucher, Jr., Danielle Emis, and Chris Toney).

 

"Entrepreneurship at Ridgeview High School: A Partnership Among University, K-12 and Business," Western Decision Sciences Institute, April 7-11, 1998, Reno, Nevada, Proceedings, pp. 323-325.

 

"An Explosive Formula for Successful Service-Learning Projects," 1998 National Conference on Higher Education, March 21-24, Atlanta.

 

"Radical Change in Introductory Accounting: An Assessment," with Steven J. Adams, Daniel R. Toy, and Sally L. Adams, Proceedings, 1998 Ohio Regional Meeting, American Accounting Association 3rd Annual Meeting, March 12-14, 1998, Columbus, Ohio.

 

"The Real World Comes to Introductory Accounting via Service-Learning,” presented under the Teaching and Curriculum Track of the 1998 AAA Annual Meeting, August 16-19,1998 in New Orleans.

 

“Service-Learning for Business Students: A Collaboration Among Higher Education, K-12 and Business,” Proceedings, Allied Academies National Conference, Academy of Free Enterprise Education Track, Las Vegas, NV, April 1997 (with Richard N. Davis and Matthew L. Meuter).

 

“Technology and At-Risk Students: A K-16 Partnership,” presented at the National Technology + Learning Conference sponsored by the National School Boards Association, Denver, CO, November 5-7, 1997 (with SIFE students Chris Toney and Kevin Linder).

 

“University Students Mentoring K-12 Students: A Successful Model,” presented at the NEA Higher Education Conference in San Diego, March 7-9, 1997 (with SIFE students Todd Giammona, Chris Toney, Charles Johnson, and Julie Rose).

 

“Engaging Mentors from the University and Business Community to Help in Education Reform,” presented at the AAHE 7th National Conference on School/College Collaboration. November 17-20, 1996.

 

“Bridging Principles and Intermediate Accounting Using Electronic Spreadsheets,” presented at the California Colloquium on Accounting Education, March 17-18, 1995, California Polytechnic University, Pomona.

 

“The University/K-12/Business Linkage: A Service Learning Project Addressing National Education Goals 5 and 7,” (with Heather Tatton, Greg Mills, and Mike Peterson) presented at the AAHE 6th National Conference on School/College Collaboration. Theme: Accelerating Reform in Tough Times: Focus on Student Learning K-16. October 26-29, 1995.

 

“Business  Literacy  for Students: A Collaboration  Among  School, College,  and Business,”  presented at the American Association  of Higher  Education's Fifth National Conference  on  School/College  Collaboration on November 17-20, 1994.  The conference was designed to  help  individuals and teams from colleges and school districts launch K-16 change efforts.  Four members of the  SIFE team  (Heather Tatton, Dave Caraway, Joe Pena, and Greg Mills) and I  presented this paper using collaborative, hands-on techniques.

 

"Luca Pacioli Circa 1994: A New Renaissance Man?" Proceedings of the 1994 Pacioli Quincentennial Symposia, Summer 1994. This manuscript was presented at an international conference in Sansepolcro, Italy, on June 19 23, 1994. The purpose of the confer­ence was to commemorate the quincentennial anniversary of Pacioli's seminal publication of the first published treatise on double-entry bookkeeping.

 

"An Interactive Video Approach to Teaching Elementary Accounting," (with John Ittelson and Claire Moore), Proceedings of the 23rd Annual Meeting of the Western Decision Sciences Institute. This manuscript was presented at the WDSI Regional Meeting in April, 1994 in Maui; also, an earlier versions was presented at the AI/ES in Accounting, Auditing, and Tax workshop in San Francisco on August 7, 1993.

 

"Re-Engineering Introductory Accounting: A Statement of Course Objectives and Subobjectives," (with Richard Lea), FIPSE Working Paper #1. This paper has been presented at the (1) 1993 Western Regional Meeting of the Decision Sciences Insti­tute; (2) 1993 Western Regional Meeting of the American Accounting Association; and (3) California State University Institute for Teaching and Learning Conference in San Jose on October 14, 1993.

 

"A Multimedia Approach to Accounting: The 'Language of Business'," (with Claire Moore), presented at the Conference on Interactive Systems for Training, Educa­tion, and Job Performance Improvement (sponsored by the Society for Applied Learning Technology) in Washington, D.C. on August 25-27, 1993.

 

"A Comparison of Historical Cost and Current Cost Financial Ratio Patterns Using a Refined Cash Flow Measure," (with Keith Shriver and Steve Wheeler), accepted for presentation at the International Conference on Cash-Flow Accounting at the Institute of Business Administration, Universite de Nice, Nice, France, December 13-14, 1990. This paper was published at the Journal of Economic and Social Measurement.

 

"Inflation, Risk, and Interest Rate Fluctuations: A Case for Measuring Long-Term Debt at Current Values," presented at the 1988 Western Decision Sciences Institute Conference in March, 1988.

 

"An Empirical Examination of the Distributional Properties of Current Cost Ratios," (with Keith Shriver and Stephen W. Wheeler), presented at the Western Regional Meeting of the American Accounting Association in April, 1988. A later version of this paper was published in the Journal of Economic and Social Meas­urement, Volume 17 (1991).

 

Discussant - March, 1993 Western Decision Sciences Institute Conference.

 

Discussant - March, 1991 Western Decision Sciences Institute Conference.

 

Discussant - American Institute of Decision Sciences Western Regional Meeting, March, 1986.

 

Panels and Workshops

 

“Accounting and Entrepreneurship Education in the U.S.,” presented at the University of Wuppertal, in Germany, during January 2000 (I was a guest lecturer at the University of Wuppertal for three weeks in January).

 

Reengineering Principles of Accounting at the United Arab Emirates University,” presented in Al-Ain, United Arab Emirates, November 1999.

 

How to Start a SIFE Team on Your Campus,” presented at the University of Northern Iowa, September 1999.

 

“How to Resurrect a SIFE Team on Your Campus,” presented at the University of Arkansas, September 1999.

 

How to Start SIFE ‘Down Under’,” presented to a group of 30 business and university executives, at the KPMG office in Sydney, Australia, August 19, 1999.

 

Cal-High SIFE: A University/School/Business Partnership,” a $10,000 grant from Applied Materials, received January 2000.

 

Cal-High SIFE: A University/School/Business Partnership,” a $10,000 grant from Cadence Design Systems, Inc, received February 2000.

 

“The Challenges of Employee Recruitment and Retention.” This panel of retail executives, including Tom Coughlin, President and CEO of Wal-Mart and Tom Kroeger, Executive VP of Human Resources of Office Depot, was followed by my introduction of the 1999 International Champion SIFE team from CSU, Chico. Our team presented at the International Mass Retail Association Annual Convention & Product Information Show, May 22-25, 1999, Orlando, FL.

 

"How Service-Learning Can Help Students Develop Leadership and Entrepreneurial Skills," presented at Session 19, Track 2 (Coleman Entrepreneurship Education Symposia), at the United States Association for Small Business and Entrepreneurship 13th Annual National Conference, January 14-17, 1999, San Diego, CA.

 

"Collaboration among University, Community College, and K-12: An Explosive Formula for Service-Learning," presented at the United Service Conference on Tuesday, August 4, 1998 in Oakland, CA with SIFE alumni Christopher J. Toney and two current SIFE students, Danielle Emis and Kenneth Derucher, Jr.

 

Panelist, "How to Introduce Service-Learning into the Accounting Curriculum," Colloquium on Change In Accounting Education, November 14, 1989, Scottsdale, Arizona.

 

Invited workshop presenter, Northern Arizona, November 12-13, 1998. "How to Reengineer Principles of Accounting" and "How to Introduce Service-Learning into the Business Curriculum"

 

"Enhancing Student Learning with Real-World Experiences: Linking Service to the Classroom," Sept. 16, 1998, Fourth Annual CELT Conference in Teaching and Learning (with Laura McLachlan).

“How to Start a SIFE Team on Your Campus,”  presented at Carl Albert State College, Poteau, OK; Atlantic Union College, South Manchester, MA; University of Massachusetts at Lowell, Lowell, MA; Northwestern Connecticutt Technical College, Winsted, CT. These workshops were all presented in Fall 1997, with SIFE student Christopher Toney (SIFE students have made similar presentations at the following campuses: Gonzaga University, Spokane, WA; Brewton-Parker College, Mount Vernon, GA; Transylvania University, Lexington, KY; University of Memphis, Memphis, TN; Webber College, Babson Park, FL). Two additional workshops will be presented at CUNY Baruch and La Guardia Community College in January 1998.

 

“The National Teleconference on the California Core Competencies: A Follow-up,” American Accounting Association Western Region Meeting, May 1-3, 1997, Rohnert Park, CA. This panel included Paul Solomon, Steve Adams, Roger Gee, Robert Unterman, Joe Mori, Robert Hurt, and Ken Harper.

 

“Reengineering Elementary Accounting: A Step-by-Step Approach to Accounting Principles in the 21st Century,”  CPE workshop presented at the American Accounting Association Western Region Meeting, May 1-3, 1997, Rohnert Park, CA. This workshop included Steve and Sally Adams as presenters.

 

“Improving Efficiency in Accounting Education through Technology,” American Accounting Association Western Region Meeting, May 1-3, 1997, Rohnert Park, CA. This panel included Charles Christian and Peter Kenyon.

 

“Service Learning for Accounting Students: A Collaboration Among Higher Education, K-12, Business, and the Community-at-Large,” American Accounting Association Western Region Meeting, May 1-3, 1997, Rohnert Park, CA. This panel included Edward Zlotkowski, Lynn Pringle, and Bill Weiss.

 

“Enhancing the CSU/K-12 Linkage Through Service Learning: CSU, Chico’s ‘Business Literacy’ Project,” (with Tate Miller, Greg Mills, Mary Capra, Cindy Cox, Sandi Williams, and Jesse Williams) a panel/workshop delivered at the Excellence in Learning and Teaching conference sponsored by CELT, September 15-16, 1995. I made a similar presentation to the Butte County Middle School Partnership on October 5, 1995.

 

“Tips for Effective Mentoring,” FIPSE Project Director’s Meeting, October 26, 1996, Washington, D.C. (with Priscilla Laws of Dickinson College). PowerPoint presentation made to all 13 Project Directors of “Disseminating Proven Reforms” grant recipients.

 

“Disseminating Proven Reforms: A Professional School Perspective,”  FIPSE Project Director’s Meeting, October 27, 1996, Washington, D.C. (with Leonard Riskin, University of Missouri, Columbia). PowerPoint presentation made to approximately 60 Project Directors of “Comprehensive Program” grant recipients.

 

Presented “Enhancing the CSU/K-12 Linkage Through Service Learning: CSU, Chico’s Business Literacy Project,” at CSU, San Marcos in May 1995, and in Orlando in August 1995.

 

Panelist, American Accounting Association Western Regional Meeting, “Implementing Changes in the First Course in Accounting, May 12, 1995, Palm Desert, CA.

 

Presenter at the Accounting Education Change Commission “First Course in Accounting” workshop in February 1995. CSU, Chico was one of 13 schools to be invited to present.

 

Panelist, First Annual Presidential Lecture Series, "Building Learning Communi­ties: Applications of Our Scholarship to the Reinvention of Community," May 3, 1994.

 

Coordinator of two workshops at the Western AAA meeting in Portland in May, 1994: "Outcomes Assessment" and "Reengineering the First Two Courses at CSU, Chico." Also, participant in a third panel called "Faculty and Program Develop­ment;" other participants on this panel were Richard Flaherty, Jay Smith, and Gary Sundem.

 

Participant, with several other CSU, Chico accounting faculty, in a hands-on workshop in Napa, Spring 1994. This workshop demonstrated the results of our reengineered elementary accounting courses to over 70 registrants, most of whom were from community colleges.

 

"Chico State's Introductory Accounting Courses," (with Lee Pryor), a workshop presented at the Southern California Community College Colloquium at Long Beach on October 22, 1993. The workshop included a hands-on demonstration of the California Car Company Lego Toy Simulation.

 

"Improving Postsecondary Accounting Education," (with Rich Lea and Lee Pryor), presented to the Business Services Committee of the Western Association of Ac­counting Firms Annual All-Partners Meeting, June 25, 1993, at the Chico Holiday Inn.

 

"Chico State's Introductory Accounting Courses," a panel presentation at the Western Regional Meeting of the American Accounting Association in April 1993. Other universities represented included Brigham Young, USC, and Utah.

 

"Chico State's Introductory Accounting Courses," (with the FIPSE team), presented at the Northern California Community College Colloquium at Napa on March 19-20, 1993.

 

“The SIFE Approach to Service Learning,” a workshop presented in conjunction with a Butte College “Flex Activity” organized by Al Konuwa, Economics Professor and SIFE Faculty Advisor at Butte College, on September 17, 1994.

 

 

TEACHING

 

Introduction to Accounting I: An Interactive Case Approach (with Richard Lea, Editor, and the Chico Development Team including Sally Adams, Wes Harder, Don Keller, Brock Murdoch, and LeRoy J. Pryor), 1995, Simon & Schuster.

 

Introduction to Accounting II: An Interactive Case Approach (with Steven J. Adams, Editor, and the Chico Development Team including Don Keller, Paul Krause, Richard B. Lea, and LeRoy J. Pryor), 1996, Simon & Schuster.

 

"Accounting Jeopardy," (with Sally Adams), published in Accounting Instructors' Report, Volume XIII, Number 1, Spring 1994, edited by Belverd E. Needles, Jr. This article resulted in over 30 requests for materials.

 

Founder  and Publisher of Chico State's The Accounting Student Journal; the sixth issue was published in  Spring 1996.  Starting with the fifth issue, the Students in Free Enterprise assumed the role of publisher.

 

Coordinator, ACC 15 and/or ACC 16 senior mentors, Spring 1994, Fall 1994, Spring 1995, Fall 1995, Spring 1996.

 

Editor of Chico State's Fabulous Facts: A Trivia Game for Students, 1991. This paperback book was authored by my Principles of Financial Accounting class in the Fall, 1991.

 

Faculty Advisor for the Academic Learning Forum, whereby an accounting sen­ior was  assigned as mentor to introductory accounting students registered with Retention Services. One of these students, Ed Aw, won a Rawlins Merit Award. Also, the Department's experience with this program (known as "ALF") was instrumental in developing the model for our department's new "Senior Men­torship Program."

 

“ACC 115 Syllabus” and “ACC 015 Syllabus”, published in Accounting Trends 25 and 26 (respectively): Innovative Accounting and Information Systems Course Out­lines (Editor Thomas Burns: Ohio State University, 1991 and 1992). As stated in the preface, syllabi in the booklet "represent a cross section of innovative and/or particularly effective outlines selected from hundreds used in accounting courses offered currently at many universities."

 

Author, audiocassette study guide entitled How to Pass Principles of Accounting I, a four-cassette audio/printed material tutorial accompanied by a 105-page study booklet. [Publisher: Paul Adrian, Inc., Appleton, WI].

 

Key Statistics from Recent Student Evaluations of Faculty (five point scale):

 

 

#  of Students

Teaching Ability in This Class

Student Perceived Learning

Dynamism and Enthusiasm

Spring 1998

 

 

 

 

ACC 15-01

32

4.4

4.4 *

4.8 *

ACC 15-02

29

4.4

4.3

4.7 *

 

 

 

 

 

Spring 1997

 

 

 

 

ACC 15-02

28

3.8

4.0

4.5

ACC 15-03

22

4.1

4.3

4.6 *

ACC 15-04

30

4.2

4.4 *

4.7 *

 

 

 

 

 

 

 

 

 

 

 

Dept. Avg.

 

 

4.0

 

4.1

 

4.1

Fall 1996

 

 

 

 

ACC 15-02

23

4.2

4.4 *

4.4

ACC 15-03

32

4.4

4.5 *

4.6 *

ACC 15-04

30

4.2

4.4 *

4.7 *

 

Dept. Avg.

 

 

4.0

 

4.2

 

4.2

 

* Above the 75%ile range.

 

Signed written comments inserted into my personnel file:

 

 

                        Spring 1997                                              Fall 1996

Excellent

16

Excellent

16

Good  

 5

Good  

14

Adequate

 1

Adequate

  1

Fair

 3

Fair

  1

Poor    

 1

Poor    

  0

      Total

26

      Total

32

 

Earlier Student Evaluations of Faculty:

 

Spring, 1996:

 

Principles of Accounting I, ACC 15, 4.1 out of 5.0 (n = 33)

Principles of Accounting I, ACC 15, 3.7 out of 5.0 (n = 26)

Principles of Accounting I, ACC 15, 3.7 out of 5.0 (n = 31)

 

Spring, 1995:

 

Intermediate Accounting I, ACC 115, 4.2 out of 5.0 (n = 21)

Intermediate Accounting I, ACC 115, 3.2 out of 5.0 (n = 27)

Senior Accounting Theory, ACC 226, 4.3 out of 5.0 (n = 25)

 

Spring, 1994:

 

Principles of Financial Accounting, ACC 015, 3.6 out of 5.0 (n = 31)

Principles of Managerial Accounting, ACC 016, 3.6 out of 5.0 (n = 27)

Principles of Managerial Accounting, ACC 016, 3.4 out of 5.0 (n = 25)

 

Spring, 1993:

 

Principles of Financial Accounting, ACC 015, 3.8 out of 5.0 (n = 12)

Principles of Financial Accounting, ACC 015, 3.8 out of 5.0 (n = 22)

Principles of Financial Accounting, ACC 015, 3.8 out of 5.0 (n = 23)

 

It should be noted that Spring 1993 was the first time the FIPSE team offered ACC 015 on a uniform basis.

 

Spring, 1992:

 

Principles of Financial Accounting, ACC 015, 3.1 out of 4.0 (n = 18)

Intermediate Accounting I, ACC 115, 2.8 out of 4.0 (n = 13)

 

 Spring, 1991:

 

Intermediate Accounting I, ACC 115, 3.1 out of 4.0 (n = 34)

Intermediate Accounting I, ACC 115, 2.8 out of 4.0 (n = 33)

Intermediate Accounting I, ACC 115, 2.9 out of 4.0 (n = 35)

 

Fall, 1990:

 

Principles of Financial Accounting, ACC 015, 3.4 out of 4.0 (n = 25)

Intermediate Accounting I, ACC 115, 3.5 out of 4.0 (n = 13)

Intermediate Accounting I, ACC 115, 3.6 out of 4.0 (n = 19)

 

 

It should be noted that the Fall, 1990 ratings were all in the top 25% in the College of Business, when instructor was using a formal textbook as a primary learning tool. Subsequent ratings reflect less reliance on the textbook and more reliance on "discovery" learning.

 

UNIVERSITY AND COMMUNITY SERVICE:

 

Member, Board of Directors, Chico State Alumni Association, 1999-Present. As the faculty representative on this board, I am the faculty “voice” as it relates to alumni matters.

 

Faculty Adviser, Students in Free Enterprise (SIFE), 1993-Present. Won Regional Competition eight consecutive years and advanced to International Competition in Kansas City, Missouri each year. In May 1999, our team was named International Champion from a field of over 300 four-year colleges and universities (in 1998, we placed 6th overall, in 2000, we placed between 9th and 12th overall).

 

Department Personnel Committee, 1998/99, 1999/2000.

 

Director, Business Resource Center, College of Business, 1997/98.

 

Invited speaker, CSU Fall Workshop entitled, “Building Partnerships to Enhance Campus Learning Environments,” December 7, 1997.

 

Presenter, along with Dean Arno Rethans, “Business Education in the Year 2000: How to Attract High School and Community College Graduates to the CSU Business Degree,” to the California Business Education Association, North Section, Mt. Shasta City, October 11, 1997.

 

CSU, Chico representative of the CSU Colloquium on Community Service Learning, chaired by Thomas Ehrlich, CSU Distinguished Scholar, 1997/98 (CSU, Chico’s other representatives include Nan Timmons and Jim Richmond).

 

Presenter, Feather River Community College Faculty Development Workshop, Wednesday, August 13, 1997.

 

RTP Department Committee, 1997/98.

 

College of Business Faculty Representative, Summer Orientation, 1995. Made 10 presentations to incoming freshmen/transfer students, and three presentations to groups of parents.

 

Named to the Chico Unified School District Education Foundation Board of Governors, September 1995. Elected treasurer October 1995.

 

Member, General Education Task Force Technology Group.  Other members of this group include John Ittelson, Pat Parker, Stephen King, Keith Seppanen, and Betty Lou Raker. Members were selected from “a key group of people who have demonstrated the interest and the experience to help us redesign the undergraduate experience of Chico’s students.”

 

Authored “Breaking Down Academic Stovepipes,” Educational Equity Review, Volume Two: Issue One, Fall 1994.

 

Presented, “The Accounting Major at CSU Chico,” October 3, 1994, to the Moorpark College Accounting Society, Moorpark, CA. As a result of this presentation, three Moorpark accounting students enrolled at  CSU, Chico in Fall 1995.

 

Presented, “Trends in Education,” at the 1994 Northern California/Nevada Regional Conference of Beta Alpha Psi (Conference Theme: Trends and Technology), hosted by the Delta Zeta Chapter at CSU, Chico, March 11-12, 1994.

 

Presenter, to parents of incoming freshmen, Summer Orientation Week, 1994 (July 12 and July 16). Audiences numbered about 70 each. During the presentations I showed the Department of Accounting and MIS's videotape describ­ing our emphasis on collaborative and discovery learning.

 

Coordinator, Technology in Teaching and Learning (TITL), a group of nearly 70 faculty and staff interested in effective use of technology. This group has met on several occasions during the Fall 1993 semester.

 

Founder, Department of AMIS's "S-Y-D Program," an Alumni/Faculty Partnership Program. The suggested contribution is equal to each alumnus's "sum-of-years-digits" since graduation.  The third newsletter is scheduled for mailing in November 1994. The second newsletter was mailed in August, 1993. Howard Isom (Matsom & Isom, Chico) and Robert Kittredge (Price Waterhouse, Sacramento) are S-Y-D Alumni Co-Chairmen.

 

Faculty Adviser to two Upward Bound students each summer, 1993-1995.

 

Member of Department of AMIS "Department Curriculum Committee" 1992/93 and 1993/94.

 

Member of College of Business "Undergraduate Curriculum Committee," 1991/92 and 1992/93.

 

Member of Department of AMIS "FIPSE Advisory Committee" 1992/93 and 1993/94.

 

Member of Department of AMIS "Accounting Education 150-Hour Program Committee," 1991/92.

 

"Accounting Education Change Commission Review Committee," Fall, 1990.

 

Member of departmental "Accounting Education Change Commission Review Committee," Fall, 1990.

 

Member, "Department Curriculum Committee," Fall, 1990.

 

Member, Claire Moore's Masters Thesis Committee, chaired by Dr. John Ittelson, Professor of Communication/Instructional Design and Technology. Claire won the College's Outstanding Graduate Student Award in 1992/93. 

 

 

OTHER:

 

Recent Publicity for CSU, Chico:

 

1.        Included in a feature article called “Pass It On” by Victoria Neal, Entrepreneur Magazine, June 2000.

2.        Several positive articles in the Chico Enterprise-Record during Fall 2000 and Spring 2001 regarding the high school SIFE outreach program.

3.        15-minute interview on KIXE-TV, called Northstate Profile. This interview described service learning, and used the CSU, Chico SIFE team as a model to involve students in community service while they go to college. It aired on March 24, 2000, 10:30 pm.

 

Big Brother Volunteer, Valley Big Brothers/Big Sisters, Mesa, Arizona, 1985-1990

 

Big Brother Volunteer, Stillwater, Oklahoma, 1981-1984

 

PERSONAL:

 

Born September 5, 1956. Excellent health.

 

 

Date Completed: May 2001