C. MICHELE MATHERLY, PH.D., CMA, CPA (VIRGINIA) WORK ADDRESS Xavier University 3800 Victory Parkway Cincinnati, OH 45207-1231 (513) 745-3165 [email protected]

EDUCATION PhD, Concentration, The University of Alabama, Tuscaloosa, AL, December 1994

MBA, Radford University, Radford, VA, August 1986

BBA, Accounting Concentration, Radford University, Radford, VA, May 1984

ACADEMIC EXPERIENCE Xavier University, Associate Professor (2008-present) Leadership Roles Associate Dean (2016-present)  Manage the daily operations of the Williams College of  Lead accreditation efforts with the Association for the Advancement of Colleges and Schools of Business (AACSB) and Higher Learning Commission (HLC)  Prepare and operational reports, along with fiscal responsibility for the WCB’s finances  Represent the WCB on University committees, including BUGS, BOGS,  Provide support and oversight for curriculum development and assessment  Coordinate and staff the WCB’s committees Chair Department of Accountancy (2014-2016)  Implemented the Department’s new M.S. in Accountancy program  Initiated the Department’s review and revision of the undergraduate curriculum  Managed a Department consisting of 12 full-time faculty, 10-12 adjuncts, and an administrative assistant  Represented the Department on the Dean’s Executive Committee  Hosted the Department’s comprised of approximately 20 business professionals Courses Taught Financial Reporting and Analysis I (formerly Intermediate Accounting I), Analysis of Accounting Systems (undergraduate capstone), Introductory Accounting I & II, Strategic Measurement, Evaluation and Control (MBA)

University of North Carolina at Charlotte, Assistant Professor (2001-2008) Courses Taught Accounting Information Systems, Managerial Accounting, Principles of Accounting II, Advanced Auditing (MACC)

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University of North Carolina at Wilmington, Assistant Professor (1999-2001) Courses Taught Accounting Information Systems, Principles of Accounting II, Systems Auditing (MACC), Business Database Systems (MACC), Controllership (MACC)

The University of Tennessee at Chattanooga, Assistant Professor (1994-1999) Courses Taught Advanced Managerial Accounting, , Principles of Accounting I & II, Managerial Accounting & Control (MBA & EMBA), Advanced Finance & Accounting Tools (MBA & EMBA - team taught)

Auburn University, Visiting Assistant Professor (1993-1994) Courses Taught Intermediate Accounting I, Advanced Managerial Accounting (MACC)

PUBLICATIONS Burney, L., M. Matherly, and V. Zascavage. 2017. Advancing of teaching efficacy: Developing a scale to measure student attitudes toward active learning experiences. Forthcoming at Leadership and Research in Education: The Journal of the OCPEA.

Devine, K., C. Mastilak, M. Matherly, and C. Rooney. 2016. Developing an academic performance reporting model for a centralized university. Journal of Higher Education Theory and Practice, 16(6): 89-105.

Matherly, M., and L.L. Burney. 2013. Active learning activities to revitalize managerial accounting principles. Issues in Accounting Education 28(3): 653-680. Accompanying Teaching Notes available on a password protected site at http://aaajournals.org/loi/iace, 74-89.

Kee, R., and M. Matherly. 2013. Target costing in the presence of product and production interdependencies. Advances in Accounting. 135-158.

Matherly, M., and L.L. Burney. 2010. Increasing the competency focus using a project-driven strategy. Advances in Accounting Education: Teaching and Curriculum Innovations 11: 1-31.

Mastilak, M.C., and M. Matherly. 2010. Resume as a balanced scorecard: Teaching the balanced scorecard using analogy. Advances in Accounting Education: Teaching and Curriculum Innovations 11: 33-47.

Matherly, M., and L. Burney. 2009. Using peer-reviewed writing in the accounting curriculum: A teaching note. Issues in Accounting Education 24(3): 393-413.

Matherly, M., and R.T. Shortridge. 2009. A pragmatic model to estimate journal quality in accounting. Journal of Accounting Education 27(1): 14-29.

Matherly, M., M.W. Watson, and S. Ivancevich. 2009. Implementing generalized software in the classroom. AIS Educator Journal 4(1): 27-54; Accompanying Teaching Notes available on a password protected site at http://aiseducators.com/journal_solutions.asp, 1-25.

Burney, L.L., and M. Matherly. 2008. Integrating leadership experiences into the accounting curriculum. Management Accounting Quarterly 10(1): 51-58.

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Burney, L.L., and M. Matherly. 2007. Examining performance measurement from an integrated perspective. Journal of Information Systems 21(2): 49-68.

Kee, R., and M. Matherly. 2006. Decision control of products developed using target costing. Advances in Management Accounting 15: 267-292.

McWhorter, L.B., M. Matherly, and D.M. Frizzell (student). 2006. The connection between performance measurement and . Strategic Finance (February): 51-55.

Matherly, C.M., L.B. McWhorter, and D.M. Frizzell (student). 2005. Management ’ response to SOX: A survey of controllers. Management Accounting Quarterly 6(4): 19-23.

Dillard-Eggers, J., and M. Matherly. 2005. Gender differences in accounting research productivity: Issues revisited. Journal of Accounting and Finance Research 13(2): 127-139.

Matherly, C.M., and H.A. Burton. 2005. An analysis of corporate website disclosures. Management Accounting Quarterly 6(2): 26-33.

Matherly, C.M. 2004. Discussion of ‘Growing a non-traditional accounting firm: Warren & Associates.’ Journal of Information Systems 18(2): 57-59.

Kee, R.C., and C.M. Matherly. 2003. Integrating the cost of secondary support activities into an activity- based costing system. Journal of Cost Analysis & Management (Summer): 21-42.

Dillard-Eggers, J., C.M. Matherly, and J.H. Finch. 2003. Bridging the gap between accounting research and practice. Journal of Business and Economic Perspectives 29(2): 35-50.

Matherly, C.M., and J.H. Finch. 2001. Making sense of mutual fund risk. The CPA Journal (June): 45-51.

Fleischman, G.M., C.M. Matherly, and K.B. Lanese. 2000. Client/Server financial reporting: A primer for accounting professionals. The CPA Journal (March): 67-69.

Matherly, C.M., J. Dillard-Eggers, and D.M. Dickinson (student). 2000. An investigation into the research productivity of finance faculty. Journal of Accounting and Finance Research 7(5): 93-101.

Dillard-Eggers, J., C.M. Matherly, and D.M. Dickinson (student). 1999. Research productivity: Comparing accounting and finance. Journal of Business and Behavioral Sciences 6(2): 21-39.

Matherly, C.M., and M.M. Helms. 1999. The role of accountants in quality improvement efforts. Journal of Business and Behavioral Sciences 6(2): 66-75.

Matherly, M. Member survey on the level and importance of family and workplace issues. Tennessee CPA (September 1998): 20-23, (October 1998): 16-18, 23, (April 1999): 12-15, (June 1999): 26-29.

Matherly, C.M., and J. Dillard-Eggers. 1999. Reassessing the research productivity of accounting faculty. Journal of Business and Behavioral Sciences 5(1): 32-47.

Matherly, C.M., and T.A. Gavin. 1998. What is it costing us? An operational audit perspective. Internal Auditing (July/August): 3-15.

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Turpin, R., T. Gavin, and M. Matherly. 1998. / and flow management. Tennessee CPA (February/March): 16-19.

Kee, R.C., C.M. Matherly, and W.A. Robbins. 1997. Evaluating the economics of public sector outsourcing. Government Accountants Journal (Winter): 30-35.

Matherly, C.M., and J. Dillard-Eggers. 1997. The use of activity based costing for internal service funds. Journal of Business and Behavioral Sciences 3(3): 1-19.

Gavin, T.A., and C.M. Matherly. 1997. Outsourcing: An operational auditing perspective. Managerial Auditing Journal 12(3): 116-122.

Kee, R., and C.M. Matherly. 1996. Assessing the financial feasibility of outsourcing. Healthcare (April): 25-32.

SELECTED RESEARCH-IN-PROGRESS “Risk assessment for Carmine’s Sacramento wine tasting,” with C. Cockrell, revise and resubmit at the IMA Educational Case Journal

“Understanding control in a centralized university,” with K. Devine, C. Mastilak, and C. Rooney, draft in progress

RESEARCH PRESENTATIONS “Understanding financial and non-financial control in a centralized university” with K. Devine, C. Mastilak, and C. Rooney  North American Accounting Society Annual Meeting, April 2017

“Understanding academic program performance, evaluation and control in a centralized university” with K. Devine, C. Mastilak, and C. Rooney.  North American Accounting Society Annual Meeting, April 2016

“The Impact of an SPMS on employee outcomes and store performance in a retail environment” with L. Burney  9th Management Control Research Conference, Management Control Association, September 2013

“Personal competencies: The building blocks for a successful accounting career” with L. Burney  AAA Innovation in Accounting Education Award Competition – Honorable Mention Panel, American Accounting Association Annual Meeting, August 2011

“Mission Integration: An Exploration into the Deep Things” with D. Burns, R. Chinta and R. Pflatzgraff- Carlson  14th Annual Colleagues in Jesuit Business Education Conference, July 2011

“‘A spoonful of sugar helps the medicine go down’: Sweetening the deal for managerial principles” with L. Burney  American Accounting Association Annual Meeting – Effective Learning Strategies, August 2011

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“Resume as a balanced scorecard: Teaching the balanced scorecard using analogy” with M.C. Mastilak  American Accounting Association – Management Accounting Section Research and Case Conference and Doctoral Colloquium, January 2010.

“Increasing competency emphasis in the accounting curriculum” with L.L. Burney  American Accounting Association Southeast Regional Meeting, April 2009

“Clarifying the relationship between job-relevant information and performance: The mediating effect of decision-making use” with L. Burney  American Accounting Association - Accounting, Behavior & Research Conference, October 2008

“Integrating leadership experiences in the accounting curriculum” with L.L. Burney  Institute of Management Accountants Annual International Conference, June 2008

“Examining performance measurement from an integrated perspective” with L. Burney  American Accounting Association Annual Meeting, August 2007

“Using peer-reviewed writing in the accounting curriculum” with L. Burney  American Accounting Association Annual Meeting – Effective Learning Strategies, August 2007

“In a performance measurement system, is it job-relevant information or its decision-making use that leads to better performance?” with L. McWhorter  American Accounting Association Annual Meeting, August 2007  Accounting and Finance Association of Australia and New Zealand Annual Meeting, July 2006

“A pragmatic approach to assessing research productivity” with R. Shortridge  American Accounting Association Annual Meeting, August 2006  American Accounting Association Southeast Regional Meeting, April 2005

“Understanding the benefits and uses of generalized audit software” with M. Weidenmier and S. Ivancevich  American Accounting Association – Information System & Artificial Intelligence/Emerging Technologies Sections Joint Midyear Conference, January 2006

“Management accountants’ response to Sarbox: A survey of controllers” with L.B. McWhorter and D.M. Frizzell (student)  Institute of Management Accountants Annual International Conference, June 2005

“SPMSs: The benefits may be greater than you think” with L.B. McWhorter and D.M. Frizzell (student)  Institute of Management Accountants Annual International Conference, June 2005

“Incorporating the cost of capital into the measurement of a product’s target cost” with R. Kee  AIMA World Conference on Management Accounting Research, May 2005

“Gender differences in accounting research productivity: Issues revisited” with J. Dillard-Eggers  American Academy of Accounting and Finance Annual Meeting, December 2004  American Accounting Association Annual Meeting, August 2002  American Accounting Association Southeast Regional Meeting, April 2001

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“Determinants of governance disclosures on corporate websites” with R. Simon (student)  American Academy of Accounting and Finance Annual Meeting, December 2004

“Impact of software usage on graduate student perceptions of CAATs” with S.H. Ivancevich  American Accounting Association Annual Meeting, August 2004

“Information overload: Do strategic performance measurement systems make a difference?” with L.B. McWhorter  American Accounting Association – Information System Section Mid-Year Meeting, Forum Session, January 2004

“Reinventing the undergraduate managerial course at UNCC” with L.B. McWhorter  Institute of Management Accountants Annual International Conference, Academic Roundtable, June 2003

“Corporate websites as a vehicle for ” with H.A. Burton  Institute of Management Accountants Annual International Conference, Academic Roundtable, June 2002

“Voluntary disclosures of nonfinancial information on the Internet” with H.A. Burton  American Society of Business and Behavioral Sciences Annual Meeting, February 2000

“Research productivity: Comparing accounting and finance” with J. Dillard-Eggers and D.M. Dickinson (student)  American Society of Business and Behavioral Sciences Annual Meeting, February 1999

“An investigation into the research productivity of finance faculty” with J. Dillard-Eggers and D.M. Dickinson (student)  American Academy of Accounting and Finance Annual Meeting, December 1998

“Reassessing the research productivity of accounting faculty” with J. Dillard-Eggers  American Society of Business and Behavioral Sciences Annual Meeting, February 1998

“What is it costing us? An operational audit perspective” with T.A. Gavin  Institute of Internal Auditors Annual International Conference, Education and Training Colloquium, July 1997

“The use of activity based costing for internal service funds” with J. Dillard-Eggers  American Society of Business and Behavioral Sciences Annual Meeting, February 1997

“Outsourcing: An operational auditing perspective” with T.A. Gavin  Institute of Internal Auditors Annual International Conference, Education and Training Colloquium, June 1996

OTHER PUBLICATIONS Matherly, M. 2010. Incorporating reflection into the accounting capstone course. In Teaching to the Mission: A Compendium of the Ignatian Mentoring Program, Vol. 5, 13-14. Cincinnati, OH: Xavier University.

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Matherly, M., and L. Burney. 2009. Excel Manual for Cost Accounting. New York, NY: Pearson Prentice Hall. (140 page 1st edition additional text to accompany Horngren, C.T., S. Datar, G. Foster, M. Rajan, and C. Ittner. 2009. Cost Accounting: A Managerial Emphasis. 13th edition. New York, NY: Pearson Prentice Hall).

OTHER PRESENTATIONS AAA Doctoral/New Faculty Consortium Panel Discussant. “Teaching Excellence – How to be an Effective Teacher?” American Accounting Association Ohio Region Meeting, April 2016.

Panel Discussant. “Experiences with Student Peer Review,” American Accounting Association Annual Meeting, August 2013.

Panel Discussant. “Student Video Projects,” Center for Teaching Excellence, Xavier University, October 2012.

Breakout Session Speaker. “Entrepreneurial Scorecard and Measurement,” 2009 Ohio’s Only State-wide College Entrepreneurship Conference and Competition, co-sponsored by the Williams College of Business at Xavier University and the Ohio Attorney General, November 2009.

Keynote Speaker. “Incorporating Personal Competencies in the Accounting Curriculum,” 25th Annual Tennessee Society of Accounting Educators Convention, September 2009.

Co-presenter (with L. Burney). “Teaching Lean Accounting Concepts,” American Accounting Association Southeast Regional Meeting, May 2009.

UNIVERSITY SERVICE Xavier University University  Board of Undergraduate Studies (Chair 2016, member 2012-2016, Dean’s representative, 2016- present)  Board of Graduate Studies (Dean’s representative, 2016-present)  University Mission Statement Task Force (2016-present)  WCB Curriculum Committee (2016-present, non-voting member)  Managerial Accounting System (MAS) Committee (2014-2015)  Faculty Committee (2012-2013)  Ignatian Mentoring Program (Mentor: 2012-2013, Participant: 2009-2010)  Recruiting Committee for Assistant Vice President for Planning and Budgets (2012)  Academic Mentor –Swim Team (2011-2013)  Manresa Freshman Common Reading Experience, Faculty Discussion Leader (2009-2011) Williams College of Business  Executive Committee (2014-present)  Merit Committee (2014-present)  WCB Assessment Committee (2016-present)  MBA Innovations Committee (2009-2014; Chair: Fall 2010-2011)  Assurance of Learning Committee (2010)  CJBE Planning Committee (2010-2011)  FF&E Steering Committee (2008-2010)

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Department of Accountancy  Faculty Advisor to NABA XU student group (2012-present)  Faculty Advisor to the OSCPA Student Ambassador (2009-2014)  MACC Committee (2013-2014)  Faculty Recruiting Committee (2011, 2012)  X-Perience Day Department Representative (2008-2010)  Ad-hoc Curriculum Committee (2008-2010) Other  Represented Xavier University at the OSCPA’s Accounting Careers Awareness Program – Ohio College Fair, 2009

University of North Carolina at Charlotte University  University Faculty Research Grants Committee (2006-2007) Belk College of Business  Task Force for Diversity and Inclusion (2005-2006) Department of Accounting  National Association of Black Accountants, Student Chapter Faculty Advisor (2006-2008)  Faculty Research and Development Committee (2001-2007)  Thomas C. Turner Excellence in Teaching Award Committee (2004-2006, Chair: 2005)  MACC Program Committee (2001-2003)  Undergraduate Curriculum Revision (AIS Team Leader, Cost/Managerial Accounting team member, and Auditing team member, 2002-2003) Other Service  Supervised MACC Independent Study (2003) and Business Honors’ Theses (2003-2004)

University of North Carolina at Wilmington University  Southern Association of Colleges and Schools Self-Study (2000-2001) Cameron School of Business  Faculty Development and Growth Committee (1999-2001)  MSA Committee (1999-2001)  Dean Search Committee (1999-2000) Department of Accountancy & Business Law  Recruiting Committee (1999-2001, Chair: 2000-2001)  Undergraduate Curriculum Committee (1999-2001)

University of Tennessee at Chattanooga University  Departmental Honors Committee (1995-1999) College of  Graduate Petitions Committee (1994-1999, Chair: 1996-1999)  Graduate Curriculum Committee (1996-1999)  MBA Steering Committee (1997-1998), Manufacturing Applications Subcommittee member

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 MBA Vision Committee (1995-1998) & MBA Task Force (1995-1996, Chair: Accounting and Finance Subcommittee) Department of Accounting  IMA Academic Mentor & Campus Coordinator (1996-1999)  Search Committee (1998, 1996)

PROFESSIONAL AFFILIATIONS & SERVICE Current Affiliations American Accounting Association, member (1992-present) Accounting, Behavior and Organizations Section  Reviewer, AAA Annual Meeting (2009-2010) and Reporting Section Information Systems Section  Ohio Region Representative (2011-2012)  Reviewer, AAA Annual Meeting (2004-2006, 2009)  Reviewer, IS Mid-Year Meeting (2004, 2006-2007)  Discussant, Mid-Year Meeting (2004)  Education Issues Committee (2002-2003, 2005-2006)  Assoc. Editor, C3 Compendium of Classroom Cases & Tools for AIS Applications (2003, 2006) Management Accounting Section  Reviewer, AAA Annual Meeting (2009) Ohio Region Meeting  Moderator (2016)  Moderator and Reviewer (2010)  Reviewer (2012, 2017) Teaching & Curriculum Section  Reviewer, AAA Annual Meeting (2002-2003, 2005-2006, 2009-2010, 2012, 2017)  Discussant, AAA Annual Meeting (2012)  Ohio Region Representative (2009-2010) Strategic and Emerging Technologies Section  Southeast Region Representative (2005-2008)  Reviewer, AAA Annual Meeting (2006, 2010)  Moderator, AAA Annual Meeting (2005) Southeast Region Meeting  Moderator and Panel Discussant (2005)  Program Committee and Database Administrator (2001)

Institute of Management Accountants, member (1995-present) Global  CMA Exam Review Committee (2017-18)  Stuart Cameron McLeod Society (2016-present) Ohio Region Council  Vice President of Professional Development & Education (2017-18)  Chapter Grants Committee (2017-18)  Vice President of Membership/Marketing and Public Relations (2016-17)

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Chattanooga Chapter  Tennessee Valley Council Vice President of Professional Education (1998-1999)  Chapter Offices Held: Chapter President (1997-1998); Nominating Committee and Roster Director (1998-1999); Delegate to the Tennessee Valley Council (1996-1999); Vice President of Professional Education (1996-1997); Director of Member Acquisitions (1995-1996) Other IMA Service  Judge, IMA Student Video Case Competition (2007, 2009-2012)

Prior Affiliations Accounting and Finance Association of Australia and New Zealand, Discussant, Annual Meeting (2006)

Accounting Information System Educator Association, Reviewer, Annual Meeting (2005-2007)

American Institute of Certified Public Accountants, member (1988-2008)

American Society of Business and Behavioral Sciences  Editorial Board (1997-2002)  Program Chair, Annual Meeting (1999)  Proceedings Editor, Annual Meeting (1998)

Colleagues in Jesuit Business Education (CJBE)  Session Captain, 14th Annual CJBE Meeting (2011)  Conference Reviewer (2009)

National Association of Black Accountants, member (2006-2007, 2012-2015)

Tennessee Society of Certified Public Accountants, member (1998-1999)  Family and Workplace Issues Committee (1998-1999)

Journal and Textbook Reviews  Editorial Board, Journal of Contemporary Business (2017)  Reviewer, Financial Accounting for Undergraduates, Ferris & Wallace, Cambridge Business Publishers (2011)  Accuracy Checker (Online Test Bank), Fundamental Managerial Accounting Concepts, 4th ed., Edmonds et al., McGraw-Hill Irwin Publishers (2008)  Live Lab Participant, Cost Accounting: A Managerial Emphasis, 13th ed., Horngren et al., Pearson Prentice-Hall (2006-2007)  Accuracy Checker (Online Solutions Manual), Fundamental Managerial Accounting Concepts, 4th ed., Edmonds et al., McGraw-Hill Irwin Publishers (2006)  Reviewer, Introduction to Managerial Accounting, 3rd ed., Brewer, Garrison, & Noreen, McGraw- Hill Irwin Publishers (2006)  Reviewer, Managerial Accounting: Creating Value in a Dynamic Business Environment, 6th ed., Hilton, McGraw-Hill/Irwin Publishers (2004)  Reviewer, Accounting Information Systems: A Approach, 2nd ed., Jones & Rama, South-Western (2003)

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PROFESSIONAL EXPERIENCE Consultant, Charlotte, NC (2002-2003)  Developed and taught ACL software sessions, City of Charlotte’s Division

Instructor, Conviser-Duffy CPA Review, Chattanooga, TN (1995)

Senior , H. Schwarz & Co., P.C., Roanoke, VA (1986-1989)  Supervised and performed , reviews, and compilations  Prepared and reviewed tax returns  Provided management advisory services to start-up ventures

PROFESSIONAL ACHIEVEMENTS Certified Public Accountant, Virginia (1987-present)

Certified Management Accountant (2007-present)

Xavier University  NABA XU Faculty of the Year (2013)  Intellectual Contributions Mini Grant, $499 (2010)

University of North Carolina at Charlotte  Thomas C. Turner Award for Excellence in Teaching (2003)  Wachovia Fund Fellowship, “Voluntary Disclosures on the Internet,” $5,000 (2002)

University of North Carolina at Wilmington  1st Annual ITSD Information Technology Innovation Award, “eBusiness: Developing a Cross- Functional Business Education Model,” team member, $11,000 (2000)  McGladrey & Pullen Summer Research Grant, $8,000 (2000)

University of Tennessee at Chattanooga  Community Professional Service Award (1998)  UC Foundation Faculty Development Grant, $800 (1996)  Summerfield-Johnston Professorship (1995-1996)  New Faculty Consortium (1995)

Outstanding Service Award, American Society of Business and Behavioral Sciences (2000)

The University of Alabama – Paul Garner Graduate Accounting and Research Award (1991)