Department of Accounting & MIS
AMIS Speaker Series
The Department of Accounting and Management Information Systems consistently provides opportunities to interact with local, national, and global leaders through our speaker series. From formal speaking presentations to intimate executive lunches, you can take advantage of the enthusiastic business leaders who visit campus to share their insights and expertise.
MAcc EY Speaker Series
The EY MAcc Speaker Series was created to bring distinguished accounting professionals to Fisher to offer career insight. The presentations help students develop a richer understanding of the complex world they will confront as professionals.
Past Speakers from EY Speaker Series
Carl Barkson
Tax Managing Director, EY
Carl is a Managing Director and a member of EY’s national insurance tax practice. Carl has been with EY since 2022 and has over 18 years of combined experience in public accounting and private industry. Prior to joining EY, Carl was Global Director of Tax Operations and Planning for a Fortune 500 insurance company. Carl has extensive experience with corporate and insurance technical taxation, accounting for income taxes (ASC 740, SSAP 101), and operational and regulatory matters. Most recently, Carl has spent his time helping multi-national insurance companies navigate the complexities of the changing global tax landscape including the new Corporate Alternative Minimum Tax (CAMT) in the U.S. and the OECD’s global minimum tax established under Pillar Two.
During Carl’s time at EY, he has helped clients navigate the ever-changing tax legislative landscape in the U.S. and beyond. Working with multi-national insurance companies with operations in the U.S., Bermuda, Cayman Islands, Europe and Asia, Carl has gained extensive experience understanding the issues facing global insurance companies, specifically with the OECD’s Pillar Two initiative.
Carl has also advised many clients on the application of the new CAMT in the U.S. including producing thought leadership on recent IRS and Treasury department guidance, as well as potential tax accounting and statutory surplus implications of the new tax on insurance companies.
While serving as Global Director of Tax Operations, Carl oversaw all aspects of tax accounting, reporting, compliance, and forecasting for a multi-national publicly traded insurance company. Carl also served as Head of Tax Planning, focusing on significant section 382 limitation issues, foreign tax credit/overall domestic loss planning, capital loss planning, regulatory matters, and tax law change analysis and modeling.
Prior to his time at Genworth, Carl spent 12 years in public accounting at Big 4 and international CPA firms advising clients in the insurance industry.
Christopher Thome
Vice President - Finance and Chief Financial Officer, Graham Corporation
Christopher Thome became Vice President - Finance and Chief Financial Officer of Graham Corporation (NYSE: GHM) in April 2022. Prior to that, Mr. Thome served as Corporate Controller for Allied Motion Technologies Inc. (Nasdaq: AMOT). He brings nearly 30 years of experience in finance and accounting leadership, audit, public company financial reporting, treasury, operational accounting, and shared services implementation. From 2006 to 2020, Mr. Thome held progressively advancing roles at Integer Holdings (NYSE: ITGR) including Senior Director – Treasurer and Senior Director – Financial Reporting, Treasury Operations and Shared Services. He was previously Vice President – Reporting and Investor Relations Manager with First Niagara Financial Group. Mr. Thome began his career as a Senior Accountant with PricewaterhouseCoopers LLP. Mr. Thome, a Certified Public Accountant, earned his B.S. in accounting at Canisius College and his Executive M.B.A. at the University at Buffalo SUNY.
Francine McKenna
Educator, a writer, and a speaker; author of The Dig
Francine McKenna is an educator, a writer, and a speaker. She authors the newsletter The Dig, where she scrutinizes accounting, audit and corporate governance issues at public and pre-IPO companies.
She has been a full time Lecturer at the Wharton School at the University of Pennsylvania, an adjunct professor of international business in the MBA program at American University’s Kogod School of Business in Washington DC and an adjunct teaching custom-developed graduate-level courses in accounting ethics for the Ohio State University Fisher College of Business and reporting on corporate fraud at Baylor University. McKenna is a frequent speaker at universities, conferences and other forums. She was honored in 2020 as the Dreier Chair in Accounting Distinguished Speaker at Loyola Marymount University in Los Angeles, CA.
Beginning in 2006, McKenna was an investigative reporter and feature writer for publications including Dow Jones MarketWatch, Forbes, American Banker, Financial Times, Chicago Booth Review, the Pro-Market blog of the University of Chicago’s Stigler Center, Accounting Today, and Boston Review. At MarketWatch, and for The Wall Street Journal and Barron’s, McKenna reported on public company accounting, fraud and financial investigations, and the potentially dubious financial reporting practices of pre-IPO companies. Her column “Accounting Watchdog” appeared at Forbes.com. Her column “Accountable” appeared in American Banker. You may also know her writing from her blog, reTheAuditors.com. McKenna was a member of the inaugural class of Journalism Fellows at the Stigler Center of the University of Chicago Booth School of Business. She was twice a finalist for the Gerald Loeb Award for Distinguished Financial Journalism, for reTheAuditors.com and for her magazine articles at Forbes.
McKenna was BearingPoint’s first female Managing Director in Latin America, responsible for the Industrial, Automotive and Transportation practice for the firm in the region. She directed the Y2K Project Management Office for JP Morgan in Latin America. Earlier in her career she worked as an accounting manager, financial reporting manager and controller in private industry. She began in internal audit at Chicago’s Continental Illinois National Bank and Trust.
McKenna has lived and worked in Mexico, Brazil, Argentina and Italy, and is fluent in Spanish as well as her native English. Before turning to journalism and academia, McKenna spent more than 20 years in public accounting and consulting, including as a managing Director for KPMG LLP/BearingPoint in the U.S. and Latin America, and auditing the firm itself in the post-Sarbanes-Oxley era as a Director for PricewaterhouseCoopers LLP.
McKenna earned a Master’s in Liberal Arts degree from the University of Chicago and an undergraduate degree is from Purdue University’s Krannert School where she majored in accounting. She is a registered CPA in Illinois.
Melissa Clawson
Chief Audit Executive, Wendy's
Melissa, CIA, CRMA, is the Chief Audit Executive (CAE) for Wendy's where she has been for almost 6 years. Previously, she was at EY for 11 years in the Risk Advisory Services group, where she worked on a variety of client engagements gaining experience in SOX, financial, operational and compliance audits across a wide variety of industries. During that time, she also had 2 global rotations: 1) in the Internal Audit (IA) group building out client methodology for executing internal audits, building training on the new methodology, performing client insight sessions, and leading a global survey on internal audit insights. 2) in the Risk training group focusing on project management building trainings with subject matter experts from Enterprise Risk, IT, Cyber, and IA and instructional designers.
Anne Nightingale
Supervisory Special Agent, IRS-Criminal Investigation
Anne Nightingale has been a Special Agent with IRS-CI for 15 years. Throughout her career she has investigated numerous financial criminal cases involving both tax and non-tax violations such as tax evasion, employment tax fraud, refund fraud, abusive trust schemes, identity theft, mail and wire fraud, and money laundering. Agent Nightingale has been a member of several task forces including the Central Ohio Mortgage Fraud Task Force and Financial Crimes Task Force. As a result of her investigative work, Agent Nightingale received a Special Agent of the Year field office award in 2015 and a National FinCEN award in 2016. For the past 4 ½ years, Agent Nightingale has been assigned to the Nationally Coordinated Investigations Unit with IRS-CI’s Headquarters, first as an agent and then as a supervisor. During her time with NCIU, Agent Nightingale has been tasked with spearheading projects that utilize data analytics to identify and develop criminal cases related to various core mission initiatives, such as, international tax fraud, high income tax evaders, cryptocurrency tax and non-tax fraud, and COVID-19 fraud. Since 2020, Agent Nightingale has received numerous Special Act Awards for her efforts in combating COVID-19 fraud as well as assisting in the development of analytical tools used to identify high-impact tax and financial crimes investigations within large volumes of data.
Prior to joining IRS-CI in late 2008, Agent Nightingale was an Anti-Money Laundering Investigator at a large Midwest bank where she was responsible for analyzing customer transactions and identifying potential illegal and fraudulent activities.
Agent Nightingale graduated from the Ohio State University in 2006 with a Bachelor of Science in Business Administration. She currently works out of IRS-CI’s Columbus, Ohio office.
Rick Kleban
Founder & President, Sycamore Group
Originally from Mississippi, Rick grew up in Starkville, where his parents owned and operated an HVAC engineering company. Rick is from a family of entrepreneurs, and he feels the most at home when working with fellow business owners. A decade ago, Rick noticed that many businesses were not taking full advantage of state and federal economic incentives. In particular, he found many were not claiming substantial R&D tax credits that they deserved. Through the years, Rick has developed an industrial strength process for identifying and substantiating R&D tax credits, employee retention tax credits, and job creation tax credits for our clients.
Before founding Sycamore in 2011, Rick held positions at Xerox, Alliance Data Systems, and Resource Interactive. Rick has a degree in Finance from Georgetown University and a Master’s degree from The Ohio State University.
Aaron Ga
gnon
Partner, Chief Audit Executive, McKinsey & Company
Aaron Gagnon is currently a Partner and the Chief Audit Officer of McKinsey & Company, a role he has held since August 2022. Previously, he held the Chief Audit Executive role at Apple, Inc. for five years and Abercrombie & Fitch for three years. Prior to that he spent nearly 20 years at Ernst & Young, including seven years as a partner, working and living in the US, Japan, and Germany. During that time, he worked with many public companies including: The Coca-Cola Company, Wal-Mart, and McDonalds. Aaron graduated from Kennesaw State University, located outside of Atlanta, Georgia, with a degree in accounting. He is both a Certified Public Accountant and a Certified Internal Auditor. Aaron and Wendy have four children.
Nellie Debbeler
Deputy Technical Director of the Financial Accounting Standards Board
Helen M. (Nellie) Debbeler became the deputy technical director of the Financial Accounting Standards Board (FASB) in May 2021. As deputy technical director, Nellie is part of the senior staff team responsible for executing the FASB's standard-setting activities and managing the research and technical staff.
Nellie joined the FASB from KPMG LLP, where she worked in the Accounting Advisory Services—Deal Advisory practice for over 10 years. Nellie worked in both the New York City and Tysons Corner, Virginia offices of KPMG and specialized in supporting public and private advisory and audit clients with complex accounting issues, including those related to mergers and acquisitions, adoption of new accounting standards, and other transactions.
Nellie started her career as a FASB postgraduate technical assistant. She earned undergraduate degrees in business administration and in physics and a Master of Accounting degree from The Ohio State University in Columbus, Ohio.
Tiffany Crosby
Chief Learning Officer for The Ohio Society of CPAs
Tiffany Crosby is the Chief Learning Officer for The Ohio Society of CPAs. In her role, she is responsible for enterprise strategy, organizational development, workforce development, learning, and DEI. Tiffany is also one of OSCPA’s premiere instructors for ethics.
Prior to her work with the society, she was the Founder and President of Petra Learning LLC, a professional training and development company. Additionally, Tiffany was an Executive Director in the Advisory Risk Practice of Ernst Young, LLP. She spent 13.5 years at EY leading various types of internal audit, internal control, finance, and enterprise risk management projects. She has helped numerous companies define and implement processes and procedures to comply with new financial accounting standards, strengthen governance process, and reduce costs.
Tiffany teaches financial management and business leadership classes as an adjunct faculty at Southeastern University. She previously taught Financial Accounting, and Managerial as an adjunct faculty at Columbus State Community College (CSCC). Tiffany is a CPA licensed in PA and OH. She received her B.S.B.A. in Accounting from Duquesne University and MBA from Franklin University; and is a doctoral student in Southeastern University’s Organizational Leadership Program.
Robert B. Sledge
Partner, Audit, Financial Services
KPMG, US
Robert serves some of KPMG’s leading crypto clients and specializes in emerging accounting and auditing issues associated with digital assets. In addition, he is a member of the AICPA’s Digital Assets Working Group. He has more than 15 years of experience providing audit and accounting advisory services across a range of industries, including banking and insurance. His varied experience in audit, advisory, regulation, and standard setting give him a balanced perspective in approaching new issues.
Prior to his current role, Robert served in KPMG’s Department of Professional Practice and as a professional accounting fellow in the SEC’s Office of the Chief Accountant in Washington, DC. At the SEC his areas of focus included credit losses (CECL), cryptocurrencies/ICOs, and international matters. He also led the consolidations topic team and was an active member of the financial assets and derivatives, compensation, and income taxes topic teams.
Previously, Robert served a two-year secondment in KPMG’s International Standards Group in London, supporting KPMG’s global financial instruments topic team, as well as KPMG’s representative on the IFRS Interpretations Committee.
Robert started his career with KPMG’s Accounting Advisory practice. Before joining KPMG he served as a postgraduate technical assistant at the Financial Accounting Standards Board.
Francine McKenna
Author, Lecturer at Wharton Business School, Journalist
Francine McKenna is an independent journalist and commentator on the accounting, audit, and corporate governance issues affecting public and pre-IPO private companies. McKenna authors the newsletter The Dig, where she scrutinizes accounting, audit and corporate governance issues at public and pre-IPO companies.
Since 2006, McKenna has been an investigative reporter and feature writer for publications including Dow Jones MarketWatch, Forbes, American Banker, Financial Times, Chicago Booth Review, the Pro-Market blog of the University of Chicago’s Stigler Center, Accounting Today, and Boston Review. At MarketWatch, and for The Wall Street Journal and Barron’s, McKenna reported on public company accounting, fraud and financial investigations, and the potentially dubious financial reporting practices of pre-IPO companies.
Her column “Accounting Watchdog” appeared at Forbes.com. Her column “Accountable” appeared in American Banker. You may also know her writing from her blog, reTheAuditors.com. McKenna was a member of the inaugural class of Journalism Fellows at the Stigler Center of the University of Chicago Booth School of Business. She was twice a finalist for the Gerald Loeb Award for Distinguished Financial Journalism, for reTheAuditors.com and for her magazine articles at Forbes.
McKenna is an adjunct professor of international business in the MBA program at American University’s Kogod School of Business in Washington DC. She also regularly teaches a graduate course in accounting ethics for the Ohio State University Fisher College of Business and has taught a custom-developed course in reporting on corporate fraud at Baylor University. McKenna is a frequent speaker at universities, conferences and other forums and was recently honored as the Dreier Chair in Accounting Distinguished Speaker at Loyola Marymount University in Los Angeles, CA.
She has lived and worked in Mexico, Brazil, Argentina and Italy, and is fluent in Spanish as well as her native English. Before turning to journalism and academia, McKenna spent more than 20 years in public accounting and consulting, including as a managing Director for KPMG LLP/BearingPoint in the U.S. and Latin America, and auditing the firm itself in the post-Sarbanes-Oxley era as a Director for PricewaterhouseCoopers LLP.
McKenna was BearingPoint’s first female Managing Director in Latin America, responsible for the Industrial, Automotive and transportation practice for the firm in the region. She directed the Y2K Project Management Office for JP Morgan in Latin America. Earlier in her career she worked as an accounting manager, financial reporting manager and controller in private industry. She began in internal audit at Chicago’s Continental Illinois National Bank and Trust.
McKenna earned a Master’s in Liberal Arts degree from the University of Chicago and an undergraduate degree is from Purdue University’s Krannert School where she majored in accounting. She is a registered CPA in Illinois.
David Rogier
Founder and CEO, Masterclass
David Rogier is the founder and CEO of the streaming platform MasterClass.
Growing up, Rogier loved learning but often struggled in school. Determined to reinvent the traditional model and provide lifelong learning opportunities for everyone, he created MasterClass in 2015. His vision was to capture, share and preserve invaluable knowledge and stories from the world's best so future generations could access and appreciate them. MasterClass has since transformed the lifelong-learning category providing unprecedented access to 150+ of the world's best practitioners. With classes on a wide range of subjects, MasterClass has grown into one of the largest online learning platforms in the world.
In 2020, Rogier was profiled in Fortune's "40 Under 40" list as one of the most influential leaders in media and entertainment. He was also recognized by Variety as one of Hollywood's New Leaders.
Scott Kaufman-Ross
Senior Vice President, Head of Gaming & New Business Ventures for the NBA
As Senior Vice President, Head of Gaming & New Business Ventures for the NBA, Scott Kaufman-Ross manages all initiatives related to the league’s commercial endeavors in the fantasy sports & sports betting landscape and oversees the league’s efforts to explore new sports business revenue opportunities. Scott led the NBA’s partnerships with MGM, FanDuel, DraftKings, Yahoo, Caesars, PointsBet, Tabcorp and Dream11 and served as the NBA’s Board Observer to FanDuel for three years. Before taking on his current role, Scott spent four years on the NBA’s Global Strategy Team evaluating the league’s strategic approach to new business areas such as daily fantasy sports, sports betting, esports, and venture investing. Prior to joining the NBA, Scott spent four years at Goldman Sachs in the Global Investment Research division.
Anne Nightingale
Special Agent, IRS-Criminal Investigation
Anne Nightingale has been a Special Agent with IRS-CI for 13 years. Throughout her career she has investigated numerous financial criminal cases involving both tax and non-tax violations such as tax evasion, employment tax fraud, refund fraud, abusive trust schemes, identity theft, mail and wire fraud, and money laundering. Agent Nightingale has been a member of several task forces including the Central Ohio Mortgage Fraud Task Force and Financial Crimes Task Force. As a result of her investigative work, Agent Nightingale received a Special Agent of the Year field office award in 2015 and a National FinCEN award in 2016. For the past 2 ½ years, Agent Nightingale has been assigned to the Nationally Coordinated Investigations Unit with IRS-CI’s Headquarters in which she is tasked with conducting data analytics to identify and develop criminal cases related to various core mission initiatives such as, high income tax evaders, cryptocurrency tax and non-tax fraud, and COVID-19 fraud. In August 2020, and again in June 2021, Agent Nightingale received an IRS-CI Special Act Award for her efforts in combating COVID-19 fraud as well as assisting in the development of an analytical tool used to identify COVID-19 crimes within large volumes of data.
Prior to joining IRS-CI in late 2008, Agent Nightingale was an Anti-Money Laundering Investigator at a large Midwest bank where she was responsible for analyzing customer transactions and identifying potential illegal and fraudulent activities.
Agent Nightingale graduated from the Ohio State University in 2006 with a Bachelor of Science in Business Administration. She currently works out of IRS-CI’s Columbus, Ohio office.
Lori Kaiser
CEO of Kaiser Consulting
Lori Kaiser is a chief executive, corporate leader, and business strategist with a proven track record in assessing risk and creating solutions for Fortune 500 Company C-Level Executives and Boards. As CEO of Kaiser Consulting an international professional services firm specializing in accounting, finance, and IT consulting with 80+ finance and accounting professionals, Ms. Kaiser provides clients’ value-based services that allow firms to navigate transitions and successfully execute critical projects. She is considered a trusted advisor to executive management on issues of risk identification and mitigation, mergers, acquisitions, and integrations. She combines strong business judgment, financial acumen, global perspective, and a team approach to implement innovative solutions to complex business challenges. She meets all the criteria and currently functions as an SEC Audit Committee Financial Expert.
She has founded and led the firm to over 20+ years of revenue growth achieving multi-million dollar revenues. With the foresight to capitalize upon a niche market, the firm partners finance and accounting professionals with Fortune 500 companies, through a unique, flexible staffing business model, that provides high level consulting and business solutions. Ms. Kaiser established and continues to grow long-term client relationships by providing accomplished financial, technical and project management with staffing consistency on client engagements.
She honed her ability to analyze the key drivers of a business and the essential elements required to meet client goals while working with companies representing a variety of industries including manufacturing, automotive, energy, insurance, banking, construction, finance, and retail.
Ms. Kaiser is dedicated creating strong employee engagement and mentoring leaders in her organization. In 2015, 2016, 2018, 2019 and 2020 Kaiser Consulting was named a Columbus “Best Places to Work”. In 2020 she was awarded the Visionary Award by National Association of Women Business Owners. In 2019 she received the Small Business Leader Award from the Columbus Chamber of Commerce, received the Smart50 Executive Award from Smart Business, and was also recognized as a Most-Admired Executive by her peers and Columbus Business First. She was also recognized with the Progressive Organization Award from Smart Business Magazine in 2016, the Women You Should Know Honoree by Women for Economic Leadership & Development (WELD) in 2015 and named a Rising Star CEO by Columbus CEO Magazine in 2013.
Her commitment to her profession, community and achieving good outcomes includes Board service for a variety of organizations. Ms. Kaiser was elected to the Board of The Capitol Series Trust, a series trust of equity and fixed-income funds managed by multiple investment advisory entities. She also serves as the Audit Committee Chair.
She is a Board Member for the Ohio Society of CPAs, National Church Residences, Franklin University, The Women’s Fund of Central Ohio, and Columbus Chamber of Commerce. Ms. Kaiser is a Council Member and Women’s Initiatives Committee Member for the American Institute of CPAs and a member of Women for Economic Leadership & Development. She is also a member of the Business Advisory Council for Miami University’s Farmer School of Business. She is a former member of the Board of the Godman Guild and the National Association of Women Business Owners.
Ms. Kaiser earned an MBA with honors from the University of Chicago and received a BS from Miami University graduating cum laude. In addition, she is an adjunct professor in the MBA Program at Ohio State University Fisher College of Business. Lori is also an FAA certified private pilot with an instrument rating and she spends her free time flying, doing yoga and any outdoor activity.
Francine McKenna
Investigative Reporter, Educator, Researcher
Francine McKenna is an independent journalist and commentator on the accounting, audit, and corporate governance issues affecting public and pre-IPO private companies. McKenna authors the newsletter The Dig, where she scrutinizes accounting, audit and corporate governance issues at public and pre-IPO companies.
Since 2006, McKenna has been an investigative reporter and feature writer for publications including Dow Jones MarketWatch, Forbes, American Banker, Financial Times, Chicago Booth Review, the Pro-Market blog of the University of Chicago’s Stigler Center, Accounting Today, and Boston Review. At MarketWatch, and for The Wall Street Journal and Barron’s, McKenna reported on public company accounting, fraud and financial investigations, and the potentially dubious financial reporting practices of pre-IPO companies.
Her column “Accounting Watchdog” appeared at Forbes.com. Her column “Accountable” appeared in American Banker. You may also know her writing from her blog, reTheAuditors.com. McKenna was a member of the inaugural class of Journalism Fellows at the Stigler Center of the University of Chicago Booth School of Business. She was twice a finalist for the Gerald Loeb Award for Distinguished Financial Journalism, for reTheAuditors.com and for her magazine articles at Forbes.
McKenna is an adjunct professor of international business in the MBA program at American University’s Kogod School of Business in Washington DC. She also regularly teaches a graduate course in accounting ethics for the Ohio State University Fisher College of Business and has taught a custom-developed course in reporting on corporate fraud at Baylor University. McKenna is a frequent speaker at universities, conferences and other forums and was recently honored as the Dreier Chair in Accounting Distinguished Speaker at Loyola Marymount University in Los Angeles, CA.
She has lived and worked in Mexico, Brazil, Argentina and Italy, and is fluent in Spanish as well as her native English. Before turning to journalism and academia, McKenna spent more than 20 years in public accounting and consulting, including as a managing Director for KPMG LLP/BearingPoint in the U.S. and Latin America, and auditing the firm itself in the post-Sarbanes-Oxley era as a Director for PricewaterhouseCoopers LLP.
McKenna was BearingPoint’s first female Managing Director in Latin America, responsible for the Industrial, Automotive and transportation practice for the firm in the region. She directed the Y2K Project Management Office for JP Morgan in Latin America. Earlier in her career she worked as an accounting manager, financial reporting manager and controller in private industry. She began in internal audit at Chicago’s Continental Illinois National Bank and Trust.
McKenna earned a Master’s in Liberal Arts degree from the University of Chicago and an undergraduate degree is from Purdue University’s Krannert School where she majored in accounting. She is a registered CPA in Illinois.
Samantha Mueller
Senior Manager, Sustainability Reporting & Assurance, AICPA
Samantha is a senior manager in the Association of International Certified Professional Accountants (AICPA) Audit & Assurance Innovations group. She serves as the Association’s spokesperson on the topic of sustainability reporting and assurance services. Samantha serves as the lead technical liaison in collaborating with volunteer members and leading the development of technical guidance, events, member communications and resources that enhance the skillsets of and help position global assurance, accounting and finance professionals as sustainability leaders adopting Environmental, Social and Governance (ESG) factors into their business strategies and services.
Prior to joining the AICPA staff, Samantha spent six years in accounting policy as part of the Financial Strategy team at U.S. Bancorp Community Development Corporation (USBCDC). At the USBCDC she served as a technical accounting resource supporting initiatives including researching new product offerings and modifications to current investment or transaction structures. She also worked in KPMG’s St. Louis Audit practice for seven years providing attestation and assurance services to a variety of clients in a wide range of industries. Samantha studied at Washington University in St. Louis where she received her BSBA and MSBA with an emphasis on accounting, and she is a licensed CPA in the state of Missouri.
Nikki Winston
Founder, The Winston CPA Group
Nikki is a CPA and technical writer who teaches accounting students, professionals, and CPA candidates how to master accounting principles that are essential to success in the industry. She founded The Winston CPA Group to handle accounting, taxes, and compliance for small business owners.
From almost two decades of hands-on experience leading accounting departments for billion dollar brands, PE- backed companies, and startups, Nikki knows that accounting tells the real story of a business. Practitioners must understand accounting fundamentals and be able to translate them into usable information that influences decisions.
Nikki has landed coverage in print and digital platforms including Bloomberg Accounting & Tax, Reader's Digest, and the Journal of Accountancy. Her accounting and leadership curriculums are featured on Coursera where 90+ million learners have on-demand access to her expertise. She's also written articles for Forbes, T- Mobile, and multiple small business clients.
Nikki's CPA Exam Coaching Program had a 100% pass rate in the first quarter that it launched. She's recognized as a Top 40 Under 40 in the Accounting Profession by CPA Practice Advisor and serves on the AICPA's Academic Executive Committee. In addition to her expertise in accounting & writing, Nikki is the host of The WERKin' Mommas podcast.
Nikki discovered her love for accounting at The Ohio State University where she graduated with a BSBA and later earned an MBA in Management from Troy University.
A Financial Accounting Standards Board Panel Discussion
With Nellie Debbeler, Deputy Technical Director of the FASB
And Reagan Snyder, Hannah Grosel, and Noah Wulforst, Postgraduate Technical Assistants
Helen M. (Nellie) Debbeler became the deputy technical director of the Financial Accounting Standards Board (FASB) in May 2021. As deputy technical director, Nellie is part of the senior staff team responsible for executing the FASB's standard-setting activities and managing the research and technical staff.
Nellie joined the FASB from KPMG LLP, where she worked in the Accounting Advisory Services—Deal Advisory practice for over 10 years. Nellie worked in both the New York City and Tysons Corner, Virginia offices of KPMG and specialized in supporting public and private advisory and audit clients with complex accounting issues, including those related to mergers and acquisitions, adoption of new accounting standards, and other complex transactions.
Nellie started her career as a FASB postgraduate technical assistant. She earned undergraduate degrees in business administration and in physics and a Master of Accounting degree from The Ohio State University in Columbus, Ohio.
*****
Hannah Grosel joined the research and technical activities staff of the Financial Accounting Standards Board (FASB) in January 2022. As a postgraduate technical assistant, she analyzes written submissions received on documents issued for public comment, reviews and analyzes published research, prepares memorandums on technical issues for Board members’ information, drafts due process documents, and evaluates accounting proposals of other organizations. Additionally, Hannah attends and participates in public Board, task force, and other meetings pertinent to her projects in part to solicit feedback regarding financial reporting issues and technical accounting practices. She currently works on the XBRL team, who updates the Taxonomy to keep it current with GAAP. Hannah also works on the FASB’s income tax disclosure project as well as with its Not-for-Profit Advisory Committee.
Prior to joining the FASB, Hannah interned with Ernst and Young in its Columbus, Ohio office as a tax intern. Hannah also interned with Danaher Corporation in Cleveland, Ohio on its international tax team.
Hannah graduated summa cum laude from The Ohio State University with a combined Master of Accounting and a Bachelor of Science in Business Administration with Honors in Accounting in May 2021.
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Reagan Snyder joined the research and technical activities staff of the Financial Accounting Standards Board (FASB) in July 2021. As a postgraduate technical assistant, she assists in preparing memorandums and due process documents on technical issues, researches and analyzes U.S. Securities and Exchange Commission filings and capital market data, and engages with accounting firms, trade associations, regulators, financial statement users, Fortune 500 companies, and private companies to solicit feedback about financial reporting issues and technical accounting practice. She currently works on the FASB’s projects on segment reporting and financial performance reporting as well as with its Not-for-Profit Advisory Committee.
Prior to joining the FASB, Reagan interned with Deloitte in its Columbus, Ohio office as an audit intern. Reagan also interned for First Financial Bank on their Construction Funding Services team and Eaton on the Electrical Sector Intercompany Support Team.
Reagan graduated summa cum laude from The Ohio State University with a combined Master of Accounting and a Bachelor of Science in Business Administration in May 2021.
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Noah Wulforst joined the research and technical activities staff of the Governmental Accounting Standards Board (GASB) in July 2021. As a postgraduate technical assistant at GASB, he assists in preparing memorandums and due process documents on technical issues, and engages with users, preparers, and auditors of governmental financial statements to solicit feedback about financial reporting issues and technical accounting practice. He currently works on the following GASB projects: Revenue and Expense Recognition, Risks and Uncertainties Disclosures, and Post-Implementation Review of GASB Statement 84 – Fiduciary Activities.
Prior to joining the GASB, Noah worked for KPMG as a Deal Advisory Intern based out of its Chicago, IL office and worked as a Graduate Assistant in the Accounting Department at Ohio State University.
Noah graduated summa cum laude from The Ohio State University with a combined Master of Accounting and a Bachelor of Science in Business Administration in May 2021.
Guy Rolnik
Founder of TheMarker
Clinical Professor for Strategic Management at the University of Chicago Booth school of Business
For the last 28 years, Guy Rolnik has lived and worked in the intersection of business, finance, regulation, politics, and the media. First, as a financial journalist and editor, later as a business entrepreneur and founder of a media company, and in the last decade as a policy entrepreneur—using media as a tool for driving structural reforms in the economy.
Rolnik’s work as a founder and chief editor of a leading business newspaper and columnist influenced in a dramatic way the ideas, norms, and values in Israeli political economy and brought about significant changes in regulatory policies and legislation. In this process, he has gained a unique understanding of the interplay of the three worlds: business, regulation, and media. Very few players in the media and the business world have the opportunity to have these three perspectives together and students will gain new and fresh insights from this paradigm.
In 2014-2015, Rolnik won two grants from the SNI research Institute in the Israeli Institute of Technology (Technion Research University) for conducting research on “Regulatory Capture” and specifically the interaction between media, the business sector, and regulatory policy. SNI is an independent multi-disciplinary national policy research institute.
The research was done in his fellowship in the Advanced Leadership Initiative in Harvard Business School together with Dr. Roy Shapira from Harvard Law School. The paper was first presented in the main address at the annual conference of the Antitrust Authority in Israel.
Rolnik earned a BA in Economics from Tel Aviv University, a Kellogg-Recanati International MBA from the EMBA program at Northwestern University, Chicago, and Tel Aviv University, and an AMP165 from the advanced management program at Harvard Business School.
Previously, Rolnik has taught courses in two leading MBA and entrepreneurship programs in Israel—the entrepreneurship MBA program at Tel Aviv University and the MBA program at IDC College.
Christine Botosan
Financial Accounting Standards Board (FASB)
Christine Ann Botosan was appointed to the Financial Accounting Standards Board (FASB) on July 1, 2016, later reappointed to a second term that extends to June 30, 2026. Prior to joining the FASB, Ms. Botosan was a professor of accounting at the David Eccles School of Business at the University of Utah.
An award-winning professor and researcher, Ms. Botosan has a broad knowledge of accounting issues, with particular expertise in the areas of financial statement analysis and valuation.
Ms. Botosan served in a variety of roles during her tenure at the David Eccles School of Business at the University of Utah including as a leadership fellow in the office of the vice president, as the George S. and Dolores Dore Eccles Presidential Chair in Ethical Financial Reporting and as the associate dean of graduate affairs.
Prior to joining the University of Utah in 1999, Ms. Botosan was an assistant professor of accounting at Washington University in St. Louis, Missouri. Previously, she served as a lecturer at Wilfrid Laurier University in Waterloo, Ontario.
Ms. Botosan has served the academic community in numerous ways including as president of the American Accounting Association from 2014–2015.
A chartered professional accountant of Canada, Ms. Botosan received her Ph.D. in business administration from the University of Michigan and received a bachelor’s degree in business administration from Wilfrid Laurier University in Ontario, Canada.
Keith Faber
Auditor of the State of Ohio
As Ohio’s 33rd Auditor of State, Keith Faber is dedicated to ensuring efficient, effective and transparent government for the people of Ohio. From 2001-18, Faber served Ohioans in the state legislature, including time as President of the Ohio Senate. He earned a reputation for restraining state spending, lowering taxes and advocating for more transparent, accountable government. Some notable legislative accomplishments that will translate to his role as Auditor of State include:
• Asking colleges and universities to reduce the cost of a degree by five percent through the Ohio Senate President’s 5 Percent Challenge. This resulted in statewide average savings of 12 percent for students.
• Streamlining the public records mediation process by making public records more accessible and affordable to the public through the Court of Claims.
• Introducing legislation to increase the number of performance audits and allow the legislature to review state agencies.
Faber will work with state and local governments to assure taxpayer dollars are being spent appropriately and, if they are not, that those who lie, cheat and steal are held responsible. Finally, he will help government work better, faster and cheaper while improving customer service for Ohioans. Faber earned his undergraduate degree from Oakland University and his Juris Doctorate from the Ohio State University Moritz College of Law. After working in the private sector, he opened his own law firm, Faber and Associates LLC.
He and his wife, Andrea, have two children and live in Celina, Ohio.
Francine McKenna
Journalist and Adjunct Professor at Kogod School of Business
Independent journalist at The Dig, a newsletter, an educator and a researcher. I was most recently the Transparency Reporter at MarketWatch.com, a Dow Jones/News Corp publication, based in Washington D.C. As a freelance writer I wrote for Forbes, Financial Times, Reuters Breakingviews, Boston Review, American Banker, Columbia Journalism Review, and the Chicago Booth Review, and many others. Quoted in media frequently. My blog, re: The Auditors, covers the accounting industry regulation. "Accounting Watchdog" was a column for Forbes.com and "Accountable" for American Banker.
Consultant on litigation related to global professional services. Served PwC Internal Audit clients and member of PwC's firm-level internal audit team. Midwest RVP for Experian, formerly Jefferson Wells, Inc., where I led a team of 500 professionals including sales, operations, and client service for 10 offices.
First female MD in Latin America for BearingPoint, led Industrial, Auto and Trans practice. VP at JPMorgan Latin Am. Led Y2K PMO. Fluent in Spanish. Registered CPA in IL.
David Rogier
Co-founder and CEO, MasterClass
David Rogier is the co-founder and CEO of MasterClass, where he is leading the company’s re-imagination of online education. Based in San Francisco, MasterClass was founded on the idea that everyone should have “access to genius.” David grew up in Los Angeles where he became known for two things: entrepreneurship (he sold his first company, an Internet search engine, while still in middle school), and asking too many questions in class. David attended the Stanford Graduate School of Business where he met renowned tech investor Michael Dearing, whom he went to work for after graduation. After a year with Michael, David decided what he really wanted to do was rekindle his two favorite pastimes from his youth: entrepreneurship and question-asking, by starting MasterClass (Michael became his first investor).
Rob Jackson
Professor at NYU and former SEC Commissioner
Robert J. Jackson, Jr. is Professor of Law, Co-Director of the Institute for Corporate Governance and Finance, and Director of the Program on Corporate Law and Policy at the New York University School of Law. Among other premier publications, his work has been featured in the Journal of Finance, the Journal of Law and Economics, and the Harvard Law Review.
He was nominated and unanimously confirmed by the Senate to be Commissioner of the U.S. Securities and Exchange Commission in 2017 and served in that role until February 2020. Commissioner Jackson was an outspoken advocate for protecting investors, consistently calling for more transparency in capital markets and championing evidence-driven policymaking. Jackson challenged Silicon Valley insiders on dual-class stock that enables intergenerational transfers of control of America’s largest public companies and called competition economics the “forgotten fourth pillar” of the SEC’s mission. Jackson’s Office helped lead the SEC’s unanimous adoption of a pilot to study effects of stock-exchange payments on market dynamics.
Jackson’s research has consistently produced bipartisan legislation to address the gaps created by application of securities law to modern markets. His paper identifying significant insider trading before the announcement of significant corporate developments led to legislation to outlaw that trading. Another study identifying how SEC systems gave high-speed traders an advantage over ordinary investors led to bipartisan demands for a level playing field. And Jackson’s calls for an insider-trading law for the 21st century produced a bipartisan bill to close gaps in existing law.
Prior to his nomination to the Commission, Professor Jackson taught at Columbia Law School, where students honored him with the Reese Prize for Excellence in Teaching. Before that, he served as a senior policy advisor at the U.S. Treasury Department during the financial crisis and as deputy to Kenneth Feinberg, Treasury’s Special Master on Executive Compensation. Earlier in his career, Professor Jackson practiced law at Wachtell, Lipton, Rosen & Katz and was an investment banker at Bear, Stearns. Jackson holds two undergraduate degrees (one in finance, another in philosophy) from the University of Pennsylvania, an MBA in Finance from the Wharton School of Business, a Master of Public Policy from Harvard’s Kennedy School, and a law degree from the Harvard Law School. He was born in the Bronx, is a lifelong fan of the New York Yankees, and lives in New York with his wife, Bryana.
Scott Howson
President and Chief Executive Officer, American Hockey League
Scott Howson joined the American Hockey League as President and Chief Executive Officer in 2020 following 26 seasons as an executive in the National Hockey League. He served in numerous capacities with the Edmonton Oilers and Columbus Blue Jackets organizations, with wide-ranging responsibilities including hockey operations and administration, player development, salary cap compliance, contract negotiations, scouting and evaluation, and business operations.
Howson first joined Edmonton in 1994 as general manager of the Cape Breton Oilers and later of the Hamilton Bulldogs. He was named assistant to the general manager of the NHL Oilers in 2000 and served as assistant GM from 2001-07, helping the team advance to the Stanley Cup Final in 2006. Howson’s AHL clubs reached the Calder Cup Finals in 1997 and again in 2003, and as a member of the AHL Board of Governors he served on the league’s competition committee from 1996-2002 (including one year as chairman) and executive committee from 2003-07.
Howson was named general manager of the Columbus Blue Jackets in 2007 and spent six seasons in that role, guiding the franchise to its first-ever Stanley Cup Playoff appearance in 2009.
He rejoined the Oilers in 2013 as a pro scout, and later served as senior vice president of hockey operations and director of player development.
A prolific scorer as a junior player with Kingston (OHL), Howson played five seasons of professional hockey from 1981-86, including 110 games in the AHL with the Springfield Indians and 18 contests with the NHL’s New York Islanders. He was the International Hockey League’s Rookie of the Year in 1981-82 and won championships in both the IHL and the Central Hockey League.
A Toronto native, Howson holds a bachelor’s degree from York University and is a graduate of York’s Osgoode Hall Law School. He and his wife, Antoinette, have three children: son Max and daughters Rebekah and Joanna.
Michael Ronen
CEO, Managing Partner at Oud Capital
Michael founded Oud Capital to build a leading alternative investment firm based in Silicon Valley, California and New York. The firm will focus on investing in advanced-stage high-growth companies leveraging technology to disrupt large end markets in transportation, logistics and other industries.
Michael currently serves as advisor to Softbank’s flagship $100bn Vision Fund, having served as a Founding Managing Partner from 2017 until 2020.
Upon formation of Softbank's Vision Fund in 2017, Michael established the Fund’s Transportation and Logistics investment practice. Under Michael’s leadership, the firm invested over $5bn of capital in a portfolio of investments ranging from last-mile delivery platforms, parking and logistics, as well as AI, Robotics and autonomous driving. Michael served on the boards of Cruise (GM’s autonomous driving platform), Reef Technologies, GoBrands and Flexport. Michael was also responsible for the investments in Nuro and Getaround where he was an advisor to management and the board of directors.
Prior to joining the founding team of the Vision Fund, Michael spent 19 years at Goldman Sachs, the last five of which as a Partner in leadership positions in the firms’ global Technology, Media and Telecom Investment Banking business. Michael was also a member of Goldman Sachs’ M&A Group and the founder of Goldman’s Automotive Technology effort. Amongst Michael’s clients over the years were Apple, Motorola, AT&T, Dreamworks Animation, Activision, Universal Music, Lenovo, Warner Music, Softbank and many others.
Prior to commencing his career on Wall Street, Michael served 3 years as a non-commissioned officer in the Israeli Air Force Intelligence where he was responsible for real-time intelligence operations.
Michael earned an LLB (JD) from Tel-Aviv University in 1994 and an MBA, with distinction, from the Stern School of Business at NYU in 1998. He and his family reside in Silicon Valley.
Alison Staloch
Chief Accountant, Division of Investment Management, U.S. Securities and Exchange Commission
Alison is the Chief Accountant of the Division of Investment Management at the U.S. Securities and Exchange Commission. In this role, Alison works closely with Commission staff to develop recommendations for policies to ensure the full and fair disclosure of financial information by investments companies, interpretations of rules relating to the form and content of financial statements, and the establishment of uniform standards of auditing and accounting practices with respect to investment companies. Alison also manages the accounting examination program within the Division of Investment Management which reviews and provides comments on thousands of registered investment company’s annual financial statements and regulatory filings each year. She frequently discusses Investment Company accounting rules and industry practice issues at regional and national conferences.
Alison joined the SEC in 2015 from KPMG LLP where she was as a Senior Manager in the audit practice specializing in the investment management industry, including investment companies registered under the Investment Company Act of 1940, private funds, commodity pools, family office trusts, and investment companies regulated by the Small Business Administration.
Alison has a Masters in Accounting from the Ohio State University Fisher College of Business. Alison is a Certified Public Accountant licensed in Ohio.
Scott Wiley
President and CEO, The Ohio Society of CPAs
As President and CEO of the Ohio Society of Certified Public Accountants (OSCPA), Scott Wiley provides a rare brand of leadership that combines high-level vision with actionable, practical solutions. Wiley guides his team of more than 35 professionals to craft innovative advocacy, education and business solutions for Ohio’s 85,000 finance and accounting professionals.
Since his appointment in 2013, Wiley has proven himself to be a powerful agent for positive change. In fact, his efforts to meet the changing demands of an evolving workforce and rapidly changing business environment have been featured in Talent Generation, Pivot Point and Becoming Essential, publications that chronicle leading edge thinking for organizations and their executive leadership.
Before taking the reins at OSCPA, Wiley served as executive director for Delta Sigma Phi, an international membership organization with 115,000 members in the United States and abroad.
With his trademark sense of urgency, Wiley spearheaded the transformation of Delta Sigma Phi’s organizational culture and member engagement initiatives. This substantially expanded the association’s global presence and increased membership by 60%.
In an ambitious redesign of the organization’s business model, Wiley forged lucrative new affiliate and corporate sponsorship. He also launched a remarkably successful capital campaign that exceeded its fundraising goal by 30% ($3M).
Steve Lekas
Co-founder and CEO, Branch Insurance
A 20-year insurance professional, Steve began his career at Allstate, followed by Esurance, where he built the U.S.'s first online home insurance business. Prior to Branch, Steve was President of the Insurance Services Office's personal lines business for Verisk Analytics. Steve co-founded Branch Insurance in 2017 to make insurance less expensive and reintroduce insurance to society as a communal good. Branch launched in Ohio in 2019, is now in five states, and expanding nationally.
Amy Chronis
Vice Chairman, US Oil, Gas & Chemicals Leader and Houston Managing Partner Deloitte LLP
Amy Chronis is Vice Chairman and US Oil, Gas & Chemicals (OG&C) Leader and the Managing Partner for Deloitte’s Houston practice. Amy has more than 30 years of experience serving public and private enterprises from emerging businesses to Fortune 500 companies, with a focus on the OG&C, technology, and manufacturing industries.
Amy served as Deloitte’s US lead relationship partner for one of the world’s largest integrated oil and gas companies, as well as other Houston enterprises. In 2018, she was asked to serve as Houston managing partner. In addition to her Houston practice leadership role, she is the US lead relationship partner for several international Oil, Gas & Chemical companies.
Amy is the 2021 Chairman of the Greater Houston Partnership (GHP) Board of Directors. She also plays an active role with a number of civic organizations, including the United Way of Greater Houston, The University of Texas Accounting Advisory Council, The Ohio State University Board of Trustees’ Audit and Compliance Committee, Texas 2036 and the Texas Business Hall of Fame Foundation Board. She is a past member of the National Advisory Council of the Women’s Energy Network (WEN), the board of directors for the Deloitte Foundation and the Nominating Committee of the U.S. board of directors.
Amy is a CPA, licensed by the state of Texas, and is a member of the American Institute of Certified Public Accountants and the Texas Society of CPAs. She received her BSBA in international studies and accounting from The Ohio State University and completed the executive program at Columbia University Business School. Amy was named to the Houston Business Journal’s (HBJ) Women Who Mean Business list, is an inductee to the Greater Houston Women’s Chamber of Commerce Hall of Fame and a recipient of the 2020 HBJ Most Admired CEO award.
Keith Faber
Ohio Auditor of State
As Ohio’s 33rd Auditor of State, Keith Faber is dedicated to ensuring efficient, effective and transparent government for the people of Ohio. From 2001-18, Faber served Ohioans in the state legislature, including time as President of the Ohio Senate. He earned a reputation for restraining state spending, lowering taxes and advocating for more transparent, accountable government. Some notable legislative accomplishments that will translate to his role as Auditor of State include:
- Asking colleges and universities to reduce the cost of a degree by five percent through the Ohio Senate President’s 5 Percent Challenge. This resulted in statewide average savings of 12 percent for students.
- Streamlining the public records mediation process by making public records more accessible and affordable to the public through the Court of Claims.
- Introducing legislation to increase the number of performance audits and allow the legislature to review state agencies.
Faber earned his undergraduate degree from Oakland University and his Juris Doctorate from the Ohio State University Moritz College of Law. After working in the private sector, he opened his own law firm, Faber and Associates LLC. He and his wife, Andrea, have two children and live in Celina, Ohio.
Francine McKenna
Transparency Reporter
Dow Jones MarketWatch
Francine McKenna is the Transparency reporter at MarketWatch, a leading online financial news outlet published by Dow Jones & Co., where she covers financial regulation and legislation. Her work is featured frequently in The Wall Street Journal; her reporting and commentary have also been featured in the Financial Times,
Accountancy Age, Accountancy Magazine, the University of Chicago Booth School of Business Chicago Booth Review magazine, and various other financial, media, and technology publications.
McKenna was a Journalist in Residence at the Stigler Center at the University of Chicago’s Booth School of Business in the spring of 2017. She also teaches a course in international business as an adjunct professor for the MBA program at American University’s Kogod School of Business. Her perspective as a financial journalist is informed by more than 25 years of experience in executive roles in professional services, financial services, and manufacturing firms.
Prior to becoming a journalist, McKenna was a director in PwC’s internal audit and governance advisory services group, where she audited PwC’s post-Sarbanes-Oxley response to heightened compliance and regulatory scrutiny. Before that, she was regional vice president for the Midwest at Jefferson Wells (a subsidiary of Manpower); led the industrial, automotive, and transportation practice as BearingPoint’s (formerly KPMG Consulting) first female managing director in Latin America; and directed the Y2K project management office for JPMorgan Chase’s Latin America operations. Her blog re: The Auditors was created in 2006 to explore the business of the Big Four audit firms in an independent, objective, and often critical way.
Doug Ulman
President & CEO
Pelotonia
Doug Ulman is a three-time cancer survivor and globally recognized cancer advocate. After overcoming chondrosarcoma during his sophomore year of college and malignant melanoma twice since, Doug and his family founded the Ulman Cancer Fund for Young Adults, a nonprofit organization dedicated to supporting, educating and connecting young adults, their families and friends, who are affected by cancer. With funding from an Echoing Green Fellowship, Doug served as Executive Director of the organization for four years before joining the LIVESTRONG Foundation in 2001 as Director of Survivorship. He went on to lead LIVESTRONG as President and Chief Executive Officer, establishing the organization as the global leader in cancer survivorship. In November 2014, Doug became President & Chief Executive Officer of Pelotonia, a grassroots organization that has raised more than $130 million for cancer research at The Ohio State University Comprehensive Cancer Center – Arthur G. James Cancer Hospital and Solove Research Institute (OSUCCC). In this role, he is responsible for overseeing the strategic vision and direction of Pelotonia and also serves as an advisor to the OSUCCC. Doug speaks frequently at some of the nation’s most acclaimed festivals and conferences including the Social Good Summit, the Inc. 500|5000 Conference, the Aspen Ideas Festival, the Clinton Global Initiative University, TEDxAustin and SXSW Interactive, and YPO Chapters across the country. Doug has also spoken to, and consulted with numerous Fortune 100 companies and fast growing startups. Doug’s personal story, and his leadership accomplishments, have been featured on most major media outlets including the New York Times, Wall Street Journal, USA Today, Sports Illustrated, NBC News, ABC News, MSNBC, among many others. Doug has been honored with many accolades including twice being named on the Non-Profit Times Power and Influence Top 50 Non-Profit Executives list bestowed on the top non-profit leaders in the United States.
Weston Smith
Fraud Prevention and Ethics Advocate
Chalkline Solutions
Weston Smith began his career as a CPA with EY, specializing in audit and healthcare consulting. He accepted a position in middle management at Healthsouth Corporation during its infancy, and in later years became CFO of the company which had grown to over 2,000 locations in all 50 states and five countries. However, underneath the persona of success, Mr. Smith became a participant in a financial statement fraud with an accumulated earnings overstatement of over $3 billion. Eventually, Weston voluntarily exposed the fraud and accepted the consequences of his former actions.
Today Mr. Smith is a lecturer and trainer with an emphasis on fraud prevention and ethical conduct. He has been published in Issues in Accounting Education, and has spoken for universities, corporations and groups across the country and internationally.
Mary Beth McCormick
Senior Lecturer in Finance, Executive Director
Fisher College of Business, Ohio State Center for Real Estate
Ms. Mary Beth McCormick has extensive experience in real estate, capital markets, and corporate governance and brings that expertise to her role as the Executive Director of the Ohio State Center for Real Estate. From 2010-2016, Ms. McCormick was a Senior Advisor with Almanac Realty Investors, LLC. She served the Ohio Public Employees Retirement System from 1989 through 2005, where she was most recently responsible for directing the then $64 billion fund's real estate investments.
Ms. McCormick has held a number of leadership positions for a variety of national and regional real estate associations, including Chair of the Pension Real Estate Association. SHe has also served as a Director on the board of multiple public and private REITs and real estate operating companies.
In addtion to being the Executive Director of the Center for Real Estate, Ms. McCormick is also a Senior Lecturer at the Fisher College of Business at the Ohio State University. Ms. McCormick is a member of the Urban Land Institute, PREA, NACD, past president of the Columbus Commercial Real Estate Women, and has a Bachelor's degree and an MBA from The Ohio State University.
Scott Wiley
President & CEO
Ohio Society of CPAs
Scott Wiley provides the executive vision for one of the nation’s top accounting associations. He leads a team of 40+ professionals that create and deliver innovative advocacy, education and business solutions for 85,000 CPAs and accounting professionals working in businesses of every size and sector across Ohio.
Since 2013, Wiley has repositioned the association to deliver greater member value in a fast-moving business environment. He has refocused staff resources, products and services and in 2016, launched a new mission, vision and brand. It reflects OSCPA’s commitment to advance and diversify the accounting profession and support members as Ohio’s top strategic financial advisors.
Wiley holds a B.A. in Communications from the State University of New York at Oswego.
Jackie Daylor
National Managing Partner - Audit Quality & Professional Practice
KPMG
Jackie Daylor is National Managing Partner - Audit Quality & Professional Practice with nearly three decades of experience serving primarily large global clients in consumer and retail businesses, both public and private. She is responsible for working with the Vice Chair of Audit to lead a team of more than 900 Audit partners and 7,000 Audit professionals. She is responsible for the Audit Quality & Professional Practice organization and the strategic oversight of audit quality control, and works to ensure that the practice embodies the firm’s commitment to professionalism, integrity, ethics and compliance. Jackie is a member of KPMG’s U.S. Board of Directors, where she sits on the Audit, Finance and Operations, and Partnership & Employer of Choice Committees. She is also an SEC Reviewing Partner.
Francine McKenna
Transparency Reporter
Dow Jones MarketWatch
Francine McKenna is the Transparency reporter at MarketWatch, a leading online financial news outlet published by Dow Jones & Co., where she covers financial regulation and legislation. Her work is featured frequently in The Wall Street Journal; her reporting and commentary have also been featured in the Financial Times, Accountancy Age, Accountancy Magazine, the University of Chicago Booth School of Business Chicago Booth Review magazine, and various other financial, media, and technology publications.
McKenna was a Journalist in Residence at the Stigler Center at the University of Chicago’s Booth School of Business in the spring of 2017. She also teaches a course in international business as an adjunct professor for the MBA program at American University’s Kogod School of Business. Her perspective as a financial journalist is informed by more than 25 years of experience in executive roles in professional services, financial services, and manufacturing firms.
Prior to becoming a journalist, McKenna was a director in PwC’s internal audit and governance advisory services group, where she audited PwC’s post-Sarbanes-Oxley response to heightened compliance and regulatory scrutiny. Before that, she was regional vice president for the Midwest at Jefferson Wells (a subsidiary of Manpower); led the industrial, automotive, and transportation practice as BearingPoint’s (formerly KPMG Consulting) first female managing director in Latin America; and directed the Y2K project management office for JPMorgan Chase’s Latin America operations. Her blog re: The Auditors was created in 2006 to explore the business of the Big Four audit firms in an independent, objective, and often critical way.
Kelly Pope
Associate Professor of Accounting at Depaul University; Documentarian
Kelly Richmond Pope is an associate professor in the School of Accountancy and MIS at DePaul University. She received her doctorate in accounting from Virginia Tech and she is licensed certified public accountant. She worked in the forensic accounting practice at KPMG, LLP on anti-money laundering engagements, insurance fraud investigations and fraud risk management projects.
Her fraud research has been published in leading academic journals such as Behavioral Research in Accounting, Auditing: A Journal of Theory & Practice, and Journal of Business Ethics. She co-authored the ABCs of Behavioral Forensics: Using Psychology to Prevent, Detect and Deter Fraud published by John Wiley & Sons. Additionally, she is a freelance writer for Forbes.com, The Daily Beast and The Washington Post.
Kelly is the creator of the award-winning educational white-collar crime documentary Crossing the Line: Ordinary People Committing Extraordinary Crime. She participated in the inaugural Kartemquin's Diverse Voices in Docs fellowship program sponsored by The Academy for Motion Picture Arts & Sciences. She began filming her upcoming documentary All the Queen's Horses shortly after the 2012 arrest of Rita Crundwell of Dixon, IL. Kelly has appeared on Inside Edition and Discovery ID's docu-drama Forbidden as a subject matter expert discussing the Crundwell case. All the Queen's Horses was a 2014 finalist for a Tribeca Film Institute grant.
She serves on the board of directors for the Illinois CPA Society, the Lynn Sage Breast Cancer Research Foundation, the Institute of Business and Professional Ethics at DePaul University, and on the governing council for the American Institute of Certified Public Accountants (AICPA).
Scott Wiley
President & CEO
Ohio Society of CPAs
Scott Wiley provides the executive vision for one of the nation’s top accounting associations. He leads a team of 40+ professionals that create and deliver innovative advocacy, education and business solutions for 85,000 CPAs and accounting professionals working in businesses of every size and sector across Ohio.
Since 2013, Wiley has repositioned the association to deliver greater member value in a fast-moving business environment. He has refocused staff resources, products and services and in 2016, launched a new mission, vision and brand. It reflects OSCPA’s commitment to advance and diversify the accounting profession and support members as Ohio’s top strategic financial advisors.
Wiley holds a B.A. in Communications from the State University of New York at Oswego.
Ibi Krukrubo
Managing Partner
EY
Ibi Krukrubo serves as Managing Partner for EY’s San Jose Office. In this role, Ibi is responsible for maintaining high-performing client serving teams, developing EY’s people, fostering a strong culture of exceptional client service and furthering strong relationships with community, government and business leaders in the Silicon Valley. Ibi also serves on the Americas Inclusiveness council. From a client serving perspective, Ibi has extensive experience providing assurance services to publicly held, middle market and entrepreneurial companies primarily within the technology industry in Silicon Valley.
Ibi is involved in several community activities including being on the board of the Oakland Museum of California and is a member of NABA. Ibi was also honored as one of “40 Under 40” by the Silicon Valley Business Journal in 2017. Ibi received a B.S. in Accounting from The Ohio State University, and is a Certified Public Accountant in California.
John Lowe
CEO
Jeni's Splendid Ice Creams
John Lowe joined Jeni’s Splendid Ice Creams in 2009 as Chief Executive and part-owner after receiving a late-night call from his long-time friends, Jeni Britton Bauer and Charly Bauer. The couple knew they had created something amazing, and they knew their friend was just the person to help it skyrocket.
Since John joined Jeni’s, the Company has grown from 4 shops to 15, and has "gone national" with its pints on the freezer shelves of more than 1,000 of America's finest retailers, causing Time Magazine to feature the Company under the headline, “Can The Best Ice Cream In America Be Its Biggest?”
John joined Jeni’s from General Electric Company, where he held numerous executive roles, from serving as General Counsel of GE Aviation’s $11B Global Operations, to being an Officer of GE Honda Aero Engines, LLC. Early in his GE career, John was selected to participate in GE’s famed 3- week Manager Development Course. Soon thereafter, during the 2008 financial crisis, John was tapped to lead multiple business critical divestitures. Lucky for him, each deal closed minutes prior to GE's quarterly reporting cut-off.
In addition to his role with Jeni’s, John is Founder/CEO of Eat Well Distribution, which leverages Jeni’s infrastructure to help artisan food companies get their products on the shelves of great retailers.
MAcc Academic Speaker Series
Professors from the Fisher Accounting & MIS department, as well as other departments and even other universities, discuss some of their research. Such academic presentations help students develop critical and analytical thinking and communication skills.
Past Academic Speakers
Kathleen R. Keeler
Assistant Professor of Management & Human Resources at The Ohio State University
Kate Keeler is an Assistant Professor of Management and Human Resources at the Max M. Fisher College of Business at the Ohio State University. She received a PhD in Organizational Behavior/Human Resources Management from Virginia Commonwealth University and a MA in Industrial/Organizational Psychology from George Mason University.
Dr. Keeler's research focuses on understanding the benefits and drawbacks of listening to music in the workplace, human energy, and research methods and statistics. Her work has been published in the Academy of Management Review, Journal of Applied Psychology, Entrepreneurship Theory and Practice, Journal of Management, Organizational Research Methods, and Psychological Methods. She was honored by the ORM Editorial Board with the 2017 Best Paper Award, and by the Academy of Management Review Editorial Board with the 2021 Best Paper Award.
Guy Rub
Professor of Law at Moritz College of Law at The Ohio State University
Guy A. Rub is an expert in the intersection between intellectual property law, commercial law, the arts, and economic theory. At Moritz, Professor Rub holds the Joanne Wharton Murphy/Class of 1965 and 1973 Professorship in Law and regularly teaches Copyright Law, Trademark Law, Contracts, and Law and Economics.
Professor Rub’s scholarship explores how markets shape and are being shaped by intellectual property law. His work has appeared or is forthcoming in the Chicago Law Review, UCLA Law Review, Yale Law Journal Forum, NYU Law Review Online, and Virginia Law Review, among others. He presented his work extensively both domestically and abroad.
Prior to joining the faculty at Ohio State, Professor Rub was an associate at Munger, Tolles & Olson LLP in Los Angeles. He worked as a software programmer and engineer prior to pursuing a career in law.
Professor Rub has served in various leadership roles within and outside the university. He was twice elected as the chair of Ohio State’s IP Committee. Under his leadership, the university rewrote its IP policy for the first time in 30 years. He currently serves on the University’s Senate and the Faculty’s Cabinet. Professor Rub also formerly chaired the Intellectual Property Section of the American Association of Law Schools.
Jeremy Bertomeu
Associate Professor of Accounting at Washington University in St. Louis
Jeremy Bertomeu’s research specialization is in financial accounting, in particular, the valuation implications of the primary financial statements such as the balance sheet, the income statement, the statement of cash flows and the statement of stockholders' equity. His research aims at understanding the trade-offs involved in implementing more efficient accounting choices, and empirically measuring the degree to which these trade-offs require regulatory action. Jeremy received a Eugene Lang Fellowship 2014-2015 and a PSC CUNY grant 2013 – 2017 from the City University of New York. He also received an Alexander Henderson Dissertation Award in 2008, a Center for Applied Research and Technology grant in 2007 – 2008 and a William Larimer Mellon Ph.D Fellowship in 2003 – 2006 from Carnegie Mellon University. He earned an MSc in Finance from HEC Paris, France and a License Mathematics from the University of Besançon, France in 2002 and a Ph.D. in Economics from Carnegie Mellon University in 2008.
Jennifer Glenn
Assistant Professor of Accounting and Management Information Systems at Ohio State University
Jennifer (Jen) Glenn is an Assistant Professor of Accounting at The Ohio State University’s Fisher College of Business. Jen teaches classes in corporate and pass-through taxation and conducts academic research on how taxes affect individual and corporate behavior. She holds a PhD in accounting from Texas A&M University, a master’s degree in accounting from the University of Florida, and bachelor’s degree in accounting from the University of South Florida. She is a Certified Public Accountant and previously worked in partnership and state and local taxation before obtaining her PhD.
Jia Hu
Professor of Management, Denman Scholar at Ohio State University
Jia (Jasmine) Hu is a Full Professor of Management and Denman Scholar at the Fisher College of Business, the Ohio State University. Jasmine also coordinates the Organizational Behavior and Human Resources (OBHR) PhD program at Fisher. Previously, Jasmine served on the faculty of the Mendoza College of Business at the University of Notre Dame, where she was named as a J. Donnelly Fellow in Participatory Management. Jasmine received her Ph.D. with concentrations in OBHR from University of Illinois at Chicago. Jasmine’s current research focuses on prosocial leadership, team effectiveness, and the future of work. Her work has been published in top management journals, such as Academy of Management Journal (AMJ), Journal of Applied Psychology (JAP), Organizational Behavior and Human Decision Processes (OBHDP), and Personnel Psychology (PPsych), and has been discussed in prominent media outlets such as Forbes, Fortune, Times, and Washington Post.
Patrick Kielty
Ohio State University Assistant Professor of Accounting
Patrick Kielty joined The Ohio State University’s Fisher College of Business in the summer of 2018. He holds a Ph.D. from the University of Florida, holds an M.S. degree from Duke University’s The Fuqua School of Business, and holds a B.A. degree from the University of Massachusetts, Amherst.
His primary research interests are in the areas of auditing and gender diversity issues in accounting.
Gilles Hilary
Professor of Accounting at Georgetown University
Gilles Hilary joined the McDonough School of Business as the Houston Term Professor in 2016. Prior to joining Georgetown University, he was the the Mubadala Chaired Professor of Corporate Governance and Strategy at INSEAD. He is a founding member of Cercle-K2, a French think-tank on risk management. He is a Research Fellow (Chercheur Associé) at the French Military Police Academy (CREOGN) and a Senior Fellow at the Asian Bureau of Finance and Economic Research (ABFER). He holds a PhD from the University of Chicago and a French professional accounting degree (DESCF).
Justin Birru
Ohio State University Associate Professor of Finance
Justin Birru joined Fisher in 2012 as an Assistant Professor after earning a PhD in finance from NYU Stern School of Business. His research interests include behavioral finance and empirical asset pricing. Justin teaches Behavioral Finance in both the undergraduate and MBA programs at Fisher.
Brian Bushee
Vice Dean of Teaching and Learning at Wharton
Professor Bushee’s research focuses on the impact of information intermediaries—such as institutional investors, sell-side analysts, and the business press—on corporate disclosure decisions and on the stock market pricing of information. His articles have appeared in top-tier academic journals such as Journal of Accounting Research, Journal of Accounting and Economics, and Accounting Review, as well as in practitioner journals such as Journal of Applied Corporate Finance and Investor Relations Quarterly. His dissertation won the American Accounting Association’s Competitive Manuscript Award. He has served on the editorial boards of the Journal of Accounting Research, Journal of Accounting and Economics, Accounting Review, and Review of Accounting Studies.
Professor Bushee teaches an MBA elective titled Problems in Financial Reporting and has taught the MBA introductory financial accounting course at Wharton, Harvard, and Chicago. He also teaches in the Wharton Seminar for Business Journalists and in a number of Wharton Executive Education Programs. He has won the MBA Excellence in Teaching Award and the Helen Kardon Moss Anvil Award, which is awarded to the one faculty member “who has exemplified outstanding teaching quality during the last year.” He has also won the Christian R. and Mary F. Lindback Award for Distinguished Teaching at the University of Pennsylvania.
Before joining Wharton in 2000, Professor Bushee was an Assistant Professor at the Harvard Business School and a Visiting Assistant Professor at the University of Chicago. He has also worked as a Senior Credit Analyst for CoreStates Financial Corp. and as a National Office Researcher for Coopers and Lybrand L.L.P. He received his Ph.D. from the University of Michigan and A.B. from Duke University.
Ari Glogower
Ohio State Associate Professor of Law
Professor Ari Glogower researches and writes on tax law and policy. He is a graduate of Yale University and New York University School of Law. Professor Glogower’s research focuses on progressive tax design, the taxation of capital gains and business entities, and the role of wealth and inequality in the tax system.
His works have been published (or are forthcoming) in the Michigan Law Review, the Minnesota Law Review, the NYU Law Review, the Tax Law Review, the National Tax Journal, and Tax Notes. His two current forthcoming works consider the design of a constitutional wealth tax and the structural pressures on the domestic tax base arising from the 2017 tax legislation.
Prior to his current position at Ohio State, Professor Glogower served as Acting Assistant Professor of Taxation at New York University School of Law, where he taught Tax Policy, Partnership Taxation and Tax Procedure. Before teaching, Professor Glogower worked as a tax associate in the New York office of Debevoise & Plimpton, LLP, where he advised on the tax aspects of mergers, acquisitions, separations, private equity and joint ventures.
Lisa De Simone
Associate Professor of Accounting
Stanford University
Lisa De Simone joined the Stanford Graduate School of Business in July 2013. Professor De Simone’s research focuses on multinational corporations and corporate taxation. She earned a BA in Economics and German Studies from Stanford University in 2002, an MS in Accounting from the University of Missouri, Kansas City, in 2008, and a PhD in Accounting from the University of Texas at Austin in 2013. Previous work experience includes economic consulting for Analysis Group in Menlo Park, California and transfer pricing consulting for Ernst & Young’s International Tax Practice in Kansas City, Missouri
Stephanie Hoffer
Professor of Law
Moritz College of Law, Ohio State University
Professor Stephanie Hoffer is an expert in United States federal income taxation. Her research explores the way in which procedural and substantive aspects of tax law affect the lives of individuals and businesses. She has published extensively and presented her work both at home and abroad. Her research on due process in IRS collections actions, which has been cited by federal courts, won the John Minor Wisdom Award for best lead article in the Tulane Law Review. She is also the coauthor of a treatise on international taxation and has testified before both the IRS and state legislative committees on the role of taxation in the lives of individuals with disabilities.
Professor Hoffer joined The Ohio State University Moritz College of Law faculty in 2008 after her appointment as a visiting assistant professor at the Northwestern University School of Law. She previously served as a law clerk for Judge Alice M. Batchelder of the Sixth Circuit Court of Appeals, and following graduation from law school, she worked in the tax department of Squire, Sanders & Dempsey L.L.P. She holds an LL.M. in taxation from the New York University School of Law and a J.D. from Case, and she is a member of the Board of Directors of the Down Syndrome Association of Central Ohio, as well as the chair of its governance committee.
Professor Hoffer teaches Taxation of Business Entities, International Taxation, Basic Federal Income Tax, Tax Policy, and Contracts.
Michael Kimbrough
Associate Professor, LeRoy J. Herbert Fellow
University of Maryland - Robert H. Smith School of Business
Michael D. Kimbrough joined the Robert H. Smith School at University of Maryland in 2010 after spending eight years at Harvard Business School as a faculty member in the Accounting and Management Unit. Professor Kimbrough earned his B.A. in Economics from Washington University in St. Louis and his Ph.D. in Accounting from Indiana University in Bloomington. Prior to returning to graduate school for his doctoral studies, he worked as a certified public accountant with Price Waterhouse, where he worked with a variety of manufacturing and high-technology clients.
Professor Kimbrough's research focuses on corporate financial reporting, with particular emphases on firms' voluntary disclosure practices and on accounting for intangible investment. His research has been published in leading academic journals including: The Accounting Review and Journal of Accounting Research. He is a member of the American Accounting Association and currently serves on the editorial board of The Accounting Review.
Charles Lee
Professor of Management, Professor of Accounting
Stanford University
Charles M. C. Lee is the Moghadam Family Professor of Management and Professor of Accounting at the Graduate School of Business, Stanford University. He is also a Senior Academic Fellow of the Asian Bureau of Financial and Economic Research, and Co-Founder of Nipun Capital, a San Francisco based asset management firm focused on Asian equities.
From 2004 to July 2008, Dr. Lee was Managing Director at Barclays Global Investors (BGI; now Blackrock). As the firm's Global Head of Equity Research and Co-Head of North America Active Equities, he led BGI's world-wide active equity research team and was jointly responsible for its North American active equity business. During his tenure, the firm had over $300 Billion USD in active equity strategies. He joined Stanford as a Visiting Professor in July 2008 while continuing to serve as a Senior Consultant to BGI, and became a full-time faculty member in July 2009.
Prior to entering academic life, he spent five years in public accounting, the last three in the National Research Department of KPMG, Toronto, Canada. He holds a Certificate in Biblical Studies from Ontario Theological Seminary, and is fluent in Mandarin Chinese.
K. Ramesh
Professor of Accounting
Rice University
K. Ramesh is area coordinator for Accounting, and Herbert S. Autrey Professor of Accounting at the Jones Graduate School of Business at Rice University. Ramesh obtained his Ph.D. from Michigan State University and has previously served on the faculties of the business schools at Northwestern University, the University of Rochester, The Pennsylvania State University, and Michigan State University.
His academic research focuses on: (1) Capital market information environment; (2) Role of accounting information in contracting and regulation; and (3) Financial information/disclosures and valuation. His recent research examines the extent of voluntary disclosure of corporate accounting information, the information content of financial reports mandated by securities regulators, the role of newswires and data aggregators in disseminating corporate accounting information to different investors, the interplay between mandatory regulation and voluntary disclosures, and the information content of analyst recommendations.
Ramesh is Past President of the Financial Accounting and Reporting Section (FARS) of the American Accounting Association. He has interacted with the Financial Accounting Standards Board (FASB) and the Securities and Exchange Commission (SEC) on various issues relating to standard setting and disclosure regulation.
John Gray
Associate Professor of Operations
The Ohio State University
John Gray is an associate professor of operations at The Ohio State University Fisher College of Business. He joined Fisher after receiving his PhD from the Kenan-Flagler Business School at the University of North Carolina-Chapel Hill. Prior to pursuing his PhD, he worked for eight years in operations management at Proctor & Gamble, receiving an MBA from Wake Forest University's evening program during that time. He holds two undergraduate degrees from Dartmouth College and its Thayer School of Engineering.
Dr. Gray teaches the core MBA Data Analysis class and an MBA and undergraduate elective called Strategic Global Sourcing. The students awarded him “Outstanding Full-time MBA Core Faculty” for Data Analysis in 2015 and "Outstanding Working Professional MBA Elective Professor" for Global Sourcing in 2010. A student project from Global Sourcing led to a co-authored case (Scotts Miracle-Gro: The Spreader Sourcing Decision) that has been widely adopted.
Dr. Gray’s research has been published in top multi-disciplinary management journals and has received several awards. Within Fisher, he received the 2011 Pace Setters award for research and was named to the inaugural class of Dean’s Faculty Fellows in 2014, a distinction held until 2017.
TJ Burns Colloquium Series
The Thomas J. Burns Research Colloquium in Accounting and MIS is named in honor of the former Ph.D. program director and founder and director of the Accounting Honors program. Thomas Burns also acted as department head and national president of Beta Alpha Psi. He was inducted into the Accounting Hall of Fame in 1997.
Colloquium meets weekly during the autumn and spring semesters. In addition to our own faculty and doctoral students, the speaker series brings some of the world's leading scholars to discuss their current research. Through this website, we share our colloquium with colleagues around the globe.
The site contains the current schedule as well as archives for recent years. In the schedules, we include links to the speaker's webpage, which usually includes biographical information. Please contact the program assistant for additional information about the speaker series and upcoming presentations.
Autumn Semester, 2023
| Date | Speaker | School | Room |
|---|---|---|---|
| September 1 | Xin Zheng | University of British Columbia | 365 Gerlach |
| September 8 | Stephen Glaeser | University of North Carolina - Chapel Hill | 365 Gerlach |
| September 15 | Lucile Faurel | Arizona State University | 365 Gerlach |
| October 6 | Min-Seok Pang | Temple University | 365 Gerlach |
| October 16 | Arvind Tripathi | University of Kansas | 201 Fisher |
| October 23 | Abhay Mishra | Iowa State University | 201 Fisher |
| October 30 | Richard Saouma | Michigan State University | 201 Fisher |
| November 3 | Judson Caskey | UCLA | 365 Gerlach |
| November 17 | Zach Kaplan | Washington University in St. Louis | 365 Gerlach |
| November 20 | Lei Wang | Penn State University | 201 Fisher |
| December 1 | Brad Greenwood | George Mason University | 365 Gerlach |
| December 12 | Jordan Schoenfeld | University of Utah | 355 Gerlach |
For Autumn 2023, colloquium presentations take place from 1:00-2:15 PM eastern time.
Spring Semester, 2024
| Date | Speaker | School | Room |
|---|---|---|---|
| January 12 | Irina Luneva | Wharton | 365 Gerlach |
| January 23 | Douglas Stockbridge | University of Michigan | 201 Fisher |
| January 26 | Kimberlyn Munevar | UC Berkeley | 365 Gerlach |
| February 2 | Hristiana Vidinova | University of Chicago | 365 Gerlach |
| February 9 | Maria Khrakovsky | University of Chicago | 365 Gerlach |
For Spring 2024, colloquium presentations take place from 2:30-3:45 PM eastern time.
Autumn Semester, 2022
| Date | Speaker | School | Room |
|---|---|---|---|
| September 2 | Michael Iselin | University of Minnesota | 375 Gerlach |
| September 9 | Nikki Skinner | University of Georgia | 375 Gerlach |
| September 16 | John Barrios | Washington University in St. Louis | 375 Gerlach |
| September 23 | Jeremy Bertomeu | Washington University in St. Louis | 375 Gerlach |
| September 30 | Jing Pan | Penn State University | 375 Gerlach |
| October 7 | Oktay Urcan | University of Illinois Urbana-Champaign | 375 Gerlach |
| October 28 | Jeremy Michels | University of Pennsylvania | 375 Gerlach |
| November 4 | Vivian Fang | University of Minnesota | 375 Gerlach |
| November 18 | Suhas Sridharan | Emory University | 375 Gerlach |
| December 2 | Kurt Gee | Penn State University | 375 Gerlach |
| December 12 | Beatrice Michaeli | University of California, Los Angeles | 375 Gerlach |
Spring Semester, 2023
| Date | Speaker | School | Room |
|---|---|---|---|
| January 27 | Christopher Yust | Texas A&M University | 375 Gerlach |
| February 10 | Jason Xiao | University of Rochester | 375 Gerlach |
| February 22 | Sehwa Kim | Columbia Business School | 375 Gerlach |
| March 3 | Rita Gunn | Vanderbilt University | 375 Gerlach |
| March 10 | Jake Thornock | Brigham Young University | 375 Gerlach |
| April 5 | Scott Dyreng | Duke University | 375 Gerlach |
| April 14 | Dan Lynch | University of Wisconsin - Madison | 375 Gerlach |
| April 21 | Abigail Allen | Brigham Young University | 375 Gerlach |
For 2022-23, colloquium presentations take place from 2:15-3:45 PM eastern time.
Autumn Semester, 2021
| Date | Speaker | School | Room |
|---|---|---|---|
| August 27 | Tyler Atanasov | The Ohio State University | Virtual |
| September 3 | Daniel Aobdia | Pennsylvania State University | 315 Gerlach |
| September 10 | Gwen Yu | University of Michigan | Virtual |
| September 17 | Becky Lester | Stanford University | Virtual |
| October 1 | Jeremy Michels | University of Pennsylvania | 315 Gerlach |
| November 5 | Monika Causholli | University of Kentucky | 315 Gerlach |
| November 12 | Aytekin Ertan | London Business School | Virtual |
| November 19 | Andrew Sutherland | Massachusetts Institute of Technology | Virtual |
| December 3 | Chris Williams | University of Michigan | 315 Gerlach |
For Autumn 2021, colloquium presentations take place from 2:30-4:00PM eastern time.
Spring Semester, 2022
| Date | Speaker | School | Room |
|---|---|---|---|
| January 12 | Rachel Flam | Texas A&M University | 265 Gerlach |
| January 26 | Roger Silvers | University of Utah | 265 Gerlach |
| January 31 | Federico Siano | Boston University | 265 Gerlach |
| February 2 | David Samuel | University of Wisconsin - Madison | 265 Gerlach |
| February 9 | Ryan Erhard | University of Southern California | 265 Gerlach |
| February 14 | Clay Partridge | University of California - Davis | 265 Gerlach |
| February 16 | Katie Lem | University of Washington | 265 Gerlach |
| March 25 | Dan Wangerin | University of Wisconsin - Madison | Virtual |
| April 15 | Bill Mayew | Duke University | Virtual |
| April 22 | Matthias Breuer | Columbia University | Virtual |
For Spring 2022, colloquium presentations take place from 2:45-4:15PM eastern time.
Autumn Semester, 2020
| Date | Speaker | School | Room |
|---|---|---|---|
| September 4 | John Campbell | University of Georgia | Virtual |
| September 11 | John Donovan | University of Notre Dame | Virtual |
| September 25 | Jessica Watkins | University of Notre Dame | Virtual |
| October 9 | Anne Thompson | University of Illinois | Virtual |
| October 16 | Lorien Stice-Lawrence | University of Southern California | Virtual |
| November 6 | Brian Bushee | University of Pennsylvania | Virtual |
| November 13 | Anna Costello | University of Michigan | Virtual |
| November 20 | Ed Maydew | University of North Carolina | Virtual |
Spring Semester, 2021
| Date | Speaker | School | Room |
|---|---|---|---|
| Jan. 29 | Clare Wang | University of Colorado | Virutal |
| Feb. 5 | Christine Cuny | New York University | Virtual |
| Feb. 12 | Aiyesha Dey | Harvard University | Virtual |
| Feb. 19 | Shiva Rajgopal | Columbia University | Virtual |
| Mar. 15 | Nathan Marshall | University of Colorado | Virtual |
| Mar. 19 | Volker Laux | University of Texas | Virtual |
| April 16 | Michelle Hanlon | Massachusetts Institute of Technology | Virtual |
| April 30 | PhD Presentation (Tyler Atanasov) | The Ohio State University | Virtual |
Autumn Semester, 2019
| Date | Speaker | School | Room |
|---|---|---|---|
| Aug. 23 | Pingyang Gao | University of Chicago | 285 Gerlach |
| Sept. 6 | Ryan Ball | University of Michigan | 285 Gerlach |
| Sept. 13 | Carlos Corona | Carnegie Mellon University | 285 Gerlach |
| Oct. 4 | Lisa De Simone | Stanford University | 285 Gerlach |
| Oct. 11 | Teri Yohn | Northwestern University (visiting) | 285 Gerlach |
| Oct. 18 | K. Ramesh | Rice University | 285 Gerlach |
| Oct. 25 | Urooj Khan | Columbia University | 285 Gerlach |
| Nov. 1 | Maria Loumioti | University of Texas - Dallas | 285 Gerlach |
| Nov. 15 | Jared Jennings | Washington University in St. Louis | 285 Gerlach |
| Nov. 22 | Xiumin Martin | Washington University in St. Louis | 285 Gerlach |
For spring semester 2020, colloquium presentations take place on Fridays from 1:30-3:00pm in Gerlach 375, or on Wednesdays from 2:30-4:00pm in Gerlach 285.
Spring Semester, 2020
| Date | Speaker | School | Room |
|---|---|---|---|
| Jan. 10 | Patricia Naranjo | Rice University | 375 Gerlach |
| Jan. 15 | Guoman She | Hong Kong University of Science & Technology | 285 Gerlach |
| Jan. 17 | Musaib Ashraf | University of Arizona | 375 Gerlach |
| Jan. 22 | Jacob Zureich | Emory University | 285 Gerlach |
| Jan. 31 | Preetika Joshi | York University | 375 Gerlach |
| Feb. 7 | Matthew Kubic | Duke University | 375 Gerlach |
| Feb. 14 | Enrique Gomez | University of Georgia | 375 Gerlach |
| Feb. 19 | Jennifer Glenn | Texas A&M University | 285 Gerlach |
| March 20 | Ed Maydew | UNC Chapel Hill | Cancelled |
| April 24 | Jessica Watkins | Notre Dame University | Cancelled |
Autumn Semester, 2018
| Date | Speaker | School | Room |
|---|---|---|---|
| Aug. 31 | Cristi Gleason | University of Iowa | 375 Gerlach |
| Sept. 7 | Urooj Khan | Columbia University | 210 Gerlach |
| Sept. 14 | Peter Demerjian | University of Washington | 375 Gerlach |
| Oct. 5 | Michael Kimbrough | University of Maryland | 210 Gerlach |
| Oct. 19 | Ewa Sletten | Boston College | Mason Rotunda |
| Oct. 26 | Steve Monahan | INSEAD | 375 Gerlach |
| Nov. 9 | Karen Nelson | Texas Christian University | 210 Gerlach |
| Nov. 16 | Linda Krull | University of Oregon | 375 Gerlach |
| Nov. 30 | Mike Minnis | University of Chicago | 375 Gerlach |
| Dec. 7 | Monica Neamtiu | Baruch College | 375 Gerlach |
| Dec. 14 | K. Ramesh | Rice University | 375 Gerlach |
Spring Semester, 2019
| Date | Speaker | School | Room |
|---|---|---|---|
| Jan. 18 | Robert Resutek | University of Georgia | 305 Gerlach |
| Jan. 25 | Henry Laurion | University of Colorado Boulder | 305 Gerlach |
| Feb. 1 | Phillip Lamoreaux | Arizona State University | 305 Gerlach |
| Feb. 8 | Mary Ellen Carter | Boston College | 305 Gerlach |
| Feb. 15 | Jung Ho Choi | Stanford University | 305 Gerlach |
| Feb. 22 | Samuel Melessa | The Ohio State University | 305 Gerlach |
| March 1 | Robert Bushman | UNC Chapel Hill | 305 Gerlach |
| March 22 | Grace Pownall | Emory University | 305 Gerlach |
| March 29 | Xiaoxia Peng | University of Utah | 305 Gerlach |
| April 5 | Rachel Hayes | University of Utah | 305 Gerlach |
The Ohio State University Tax Research Symposium 2021
| Time | Title | Agenda |
|---|---|---|
| 12:00-12:10 PM | Welcome | |
| 12:10-12:55 PM | "Tax Boycotts" |
|
| 1:05-1:50 PM | "Tax Subsidy Information and Local Economic Effects" |
|
| 2:00-2:45 PM | "Taxes and Earnings Management: Evidence from the Tax Cuts and Jobs Act of 2017" |
|
| 2:55-3:40 PM | "The Effect of Market Leaders' Tax-motivated Income Shifting on U.S. Domestic Firms' Investment Efficiency" |
|
| 3:45-4:30 PM | "Cost Structure and Tax-Motivated Income Shifting" |
|
| 4:35-5:00 PM | Keynote Presentation |
|
| 5:00 PM | Farewell |
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