DEPARTMENT OF ACCOUNTING PROSPECTUS 2014 ALUMNI ACCOLADES TABLE OF CONTENTS DEPARTMENT OF ACCOUNTING 3 Hello from Dave

4 The Accounting Circle

6 Faculty Focus TOP TEN The accounting faculty was ranked second worldwide in 7 Research 1 publishing academic tax research over the past six years. They are ranked third over the past 12 years, and fourth over all years, 8 PhD Program according to ratings compiled by Brigham Young University. 9 MAcc Program 2 Ryan Wilson received the Lundquist College of Business 2014 10 Beta Alpha Psi Goulet Research Excellence Award. This is the sixth consecutive year, and the seventh time in the past eight years, that a member 12 Scholarships of the accounting faculty has been honored with this award.

13 Donor Honor Roll 3 Accounting alumna Tiffany Phillips ’13 was awarded the esteemed Elijah Watt Sells Award for 2013. This award is for people who earned a cumulative average score above 95.5 on the CPA exam, completed testing over the 2013 calendar year, and passed all four sections on their first attempt.This is the second year in a row that a UO accounting alum has earned this honor.

4 Master of Accounting Program alum Yujie “Jack” Zhang ’13, MActg ’14, was one of only 97 students in the United States to win the AICPA Scholarship for Minority Accounting Students for 2013–14. The award recognizes academic achievement, leadership, and commitment to pursuing the CPA. Jack also was honored with the UO Centurion Award for his dedication and outstanding service as a student leader.

5 Tiffany Phillips ’13, William Geller ’12, and Eric Seifert ’12, MActg ’13, earned the three highest scores on the CPA exam in Kelly Bosch presents Anna Karvina Oregon for 2013. Pidong the inaugural Moss Adams Diversity Scholarship. Karvina is 6 The accounting department designed the innovative 3+1 one of seven scholarship recipients Accounting Pathway for motivated students whose goal is to selected from campuses in the western United States based on her complete their 225 credits in four years. academic achievement, leadership skills, extracurricular activities, and 7 Our Beta Alpha Psi chapter received “Superior Status” for the communication skills. 11th consecutive year.

8 Ryan Wilson had three papers published and one paper accepted by three of the top five academic accounting journals. Cover, top: The UO Accounting Alumni Network Annual Reception, Portland, summer 2014. Bottom (from left to 9 Angela Davis, Steve Matsunaga, and Kyle Peterson had papers right): Jingjing Huang, PhD ’14, with accepted by top accounting journals. David Guenther and Linda Krull; Jordan Patterson ’09, MActg ’10, and Joel Sneed at Meet the Firms; Marta Powers As of June 2014 commencement, accounting students earned ‘02, MActg ‘03, and Charles Cowden 10 MBA ‘71, at the Accounting Circle the three highest GPAs in the Lundquist College of Business. meeting last fall. HELLO from Dave Alumni Accolades

If you saw a headline that read “Oregon Alumni Sweep Top Three Spots at Recent Event,” you’d probably think of track and field. And although we’ve had a good number of track- and-field stars as accounting majors over the years, the headline probably wouldn’t bring the accounting department to mind. But accounting is exactly the field (or track?) in which the top three spots were swept last year by Oregon alumni. Three graduates Tiffany Phillips ’13, highest of our accounting programs took scorer on the CPA exam in first, second, and third places for the Oregon for 2013, and winner highest scores on the CPA exam in the of the Elijah Watt Sells Award. state of Oregon. We’d like them to take Phillips is a staff accountant at a victory lap around these pages while Moss Adams in Eugene. we brag about them.

These former students—Tiffany with potential students earlier in their Phillips, William Geller, and Eric academic life to get them thinking Seifert—were recognized at the 2014 about accounting as a career­—and how Oregon Society of Certified Public to prepare for it. We’re working on ways Accountants Circle of Excellence, and to get students through the programs we couldn’t be more proud of them. faster and more efficiently and to get They represent everything that’s great them better prepared to work in a fast- about our accounting programs, and changing global business environment. they point out a fundamental fact And we’re focused on attracting that everyone here in the Lundquist a diverse group of students who William Geller ’12, second- College of Business recognizes: The recognize the value of service and who highest scorer on the CPA exam foundation of our programs’ success can become the future professionals in Oregon for 2013. Geller is rests on the quality of the students we that return to help keep our program an audit assistant at Deloitte in Portland. attract. strong well into the future.

Attracting great students isn’t easy, Please join us in celebrating the and we work hard year-round to make successes of all our alumni—not just it happen. Getting good students not this year, but the countless successes only requires great faculty members, achieved consistently over many programs, and facilities, but also decades. We’re proud of all of you. a great network of accounting We’ve had top scoring students in past professionals to work with our students CPA exams (Angel Davis ’09, MActg and help us turn them into future ’10, and Kellan Davis ’11, MActg ’12) business leaders. And bringing these and we plan to have many more in the professionals and students together future. Our students are great, and you requires a great student organization help us make them better. When they Eric Seifert ’12, MActg ’13, like Beta Alpha Psi. As with a great graduate, they join the ranks of Oregon third-highest scorer on the relay team, all of this requires a lot of accounting alumni, a group that is truly CPA exam in Oregon for 2013. Seifert is a tax associate at AKT practice, skill, and, most of all, effort. exceptional. Thank you for your support in Lake Oswego. of our students and our programs. Looking toward the future, our department is focusing on ways to make our programs even more attractive to prospective students. We’re looking to find ways to connect David A. Guenther Head, Department of Accounting

3 ACCOUNTING CIRCLE MEMBERSHIP

ADVISORY BOARD Trace Skopil Timothy Breedlove J. Jon Cook David Anderton Moss Adams (Eugene) Renaissance Development Airport Equipment Rentals, Inc. Ernst & Young Karin Wandtke Corp. Charles Cowden Kelly Burke McDonald Jacobs Chris Bremer Rubens Partners, LLP Ernst & Young Scott Wright AIS Management, LLC Wendy Dame David Dugan Kernutt Stokes Norman Brenden Angela Davis FEI Company Harvest Development, LLC University of Oregon Helen Gernon ACCOUNTING CIRCLE Jay Broudy Melanie Ditton University of Oregon Hope Anstett KPMG Don Doerr John Gregor Ronald Bedient Phillip Bullock Peter Doubleday Apple, Inc. Douglas Griesel Angela Belding Ernst & Young Jones & Roth Mentor Graphics Corporation Richard Callahan Fritz Duncan KPMG David Guenther John Benson Jones & Roth University of Oregon David Blaskowsky Carl Christoferson J. Terry Eager Oregon Investments, LLC David Haslip Photon Kinetics Alan Earhart Deloitte Yvonne Blewett Matthew Clark Pamela Elling Blount International Gary Homsley Yvonne S. Blewett CPA, Moss Adams (Eugene) Grant Thornton Berkshire Hathaway Robin Clement University of Oregon Meredith Johnson Health Republic Insurance Co. Daniel McKenzie Nike Rajan Mehndiratta Intel Corp. Robert Mesher The Accounting Circle: Geffen Mesher & Co. E. Blair Minniti Building Connections between Moss Adams (Portland) Kari Patterson the Profession and Education PacificSource Health Plans Tony Pizzuti Established in 1997, the Accounting Circle consists of more than 140 business Geffen Mesher & Co. leaders who actively support excellence in accounting education at the University of Faith Quimby Isler CPA Oregon. The circle is the accounting department’s strongest link to the accounting and Gary Reynolds business communities. The organization serves a vital fundraising mission, providing the Perkins & Co. financial backing necessary for the department’s continuous improvement of its faculty, Dwayne Richardson curriculum, and student programs. PricewaterhouseCoopers M. Chris Rogers Each fall, the Accounting Circle meets with the accounting faculty for an update on KPMG department finances, to discuss issues in accounting education, and to explore ways Erik Sandhu to better prepare students to enter the profession. After our meeting, we all attend the R&R Partners annual Accounting Circle tailgate party and then cheer the Ducks on to another football Julie Schlendorf victory. PricewaterhouseCoopers Bruce Shepard Accounting Circle Associates American Institute of CPAs Four years ago, we established the Accounting Circle associates level for our supporters who are not quite ready to join the circle as a full member. Associate members contribute a minimum of $750 annually while full circle members contribute a minimum of $1,500 annually. The associates group has grown to 35 members and counting, and we look forward to continuing to expand membership at both the associates and full levels.

Advisory Board Our advisory board consists of 26 Accounting Circle members from public accounting and industry. The board meets annually in the spring, and this past year the board’s attention focused on the 3+1 Accounting Pathway into the Master of Accounting Program, potential changes to CPA exam requirements, and possible tax and audit concentrations at the master’s level. If you would like to get more involved and become a member of the Accounting Circle, the Accounting Circle associates, or the advisory board, contact David Guenther at Grant and Elaine Jones at the [email protected]. 2013 Accounting Circle Tailgate Party.

4 David Evans Donald Lance CTO Consulting Kernutt Stokes Monika Fein Charles Landers Commerce Bank of Oregon Perkins & Co. Steven Fein James Lanzarotta Moss Adams (Portland) Moss Adams (Eugene) Mick Friend Roy Matsunaga David Girt Deloitte Moss Adams (Portland) Timothy McCann George Graves KPMG KPMG Neal McLaughlin John Hancock Umpqua Holdings Corp. Moss Adams (Portland) Shane Moncrieff Michael Hartwig Jibe Consulting Gunnar Haugen Serena Morones Ernst & Young Morones Analytics William Hefter Jody Mortimore Erik and Brittany Parrish with their daughter, Emmi, at the 2013 William H. Hefter, CPA KPMG Accounting Circle Tailgate Party. Bruce Heldt Patricia Neuner Isler CPA Douglas Oas Daniel Sullivan Erin Frazier Deloitte Services, LP Douglas Henne Umpqua Holdings Corp. KPMG Isler Northwest, LLC Terri Oen Stephen Terry Matthew Hutt Michele Henney KPMG Paul Tiger KPMG University of Oregon Tony Parke Cleary, Gottlieb, Steen & Jeffrey Lake Clifford Hinds Grant Thornton Hamilton, LLP Anne Macdonald Brandon Parker Daniel Hollingshead John Vandercook Frank, Rimerman + Co. Moss Adams (Portland) Marilyn Johnson Johnstone Supply Jay Maxwell Erik Parrish Portland State University Alan Wade Maxwell Hesse Group Hawes Financial Group Raymond Johnson Evergreen Forest Products Erin McKalip Barry Post W. Bruce Johnson Mike Weber Intel Corp. University of Iowa Classic Manufacturing Northwest Ryan Wilson Annamarie McNiel Grant Jones University of Oregon Multnomah County Auditor’s Susan Ringoen Perkins & Co. Office Franklin Templeton Investments David Zechnich Joseph Karas Deloitte Dale Morse Steven Ritchie Moss Adams (Portland) University of Oregon Kernutt Stokes Makenzie Zuern Lee Kell Univar USA Kevin Mullerleile Catherine Roller Kell, Alterman & Runstein, LLP Moss Adams (Eugene) Deloitte Ronald Kelly ACCOUNTING Terry Niegel Norm Ruecker Zulily Partner Services Kernutt Stokes WTAS, LLC CIRCLE ASSOCIATE John Knox Alexandria Nunley James Sandstrom MEMBERS Alan Krane Moss Adams (Portland) Tim Slapnicka Nathan Apsel John Kretchmer Justin Packard PricewaterhouseCoopers PricewaterhouseCoopers American Licorice Company John Hancock Financial Joel Sneed Christopher Bahr Linda Krull Services University of Oregon Amazon.com University of Oregon Marta Powers Sondria Stephens Stephen Bellotti Robert Lally Mueller Larson Osterman Yuva Deloitte Jerome A. Bellotti & Associates TransPak, Inc. Melissa Blue Gim-Seong Seow Nike University of Connecticut School of Business Lonnie Brist Ernst & Young David Sparks Lawrence Brody Robert Stackhouse Market of Choice, Inc. Standard Insurance Company John Buller Matthew Stringer Buller, Wuite, Lawlor & Olsson Siskiyou Gifts Jonathon Campo Isho Tama-Sweet KPMG California State University, Fullerton Thomas Chow Alpha Computers, Inc. Alfred Tan Isler CPA Kellan Davis Grant Thornton Belinda Watters PricewaterhouseCoopers Brian Day Ernst & Young R. Dale White Molly Dean Jay Zirkle Moss Adams (Portland) Isler CPA Associate Professor Ryan Wilson speaks at the 2013 Accounting Circle Lisa Eiler meeting while other accounting faculty members Kyle Peterson, Michele California State University, Henney, and David Guenther listen. Fullerton

5 FACULTY FOCUS

She especially likes bringing elements performance of a firm, but also this Angela Davis of her research to the curriculum and manager-specific characteristic. ASSOCIATE PROFESSOR believes that exposing the students Currently, Davis is working on a project OF ACCOUNTING to academic research broadens their related to corporate social responsibility understanding of accounting and the and the payment of corporate taxes. Originally from role it plays in capital markets. She is also collaborating with UO PhD Boise, Davis candidate (and Harvard Law School received her Davis also has fun teaching graduate) Joshua Cutler on a paper bachelor’s Intermediate Accounting I to the investigating securities litigation related degree in undergraduate accounting majors. She to disclosure. Davis has also published accounting from enjoys seeing them take the tools they research coauthored with her husband, the University of learned from introductory accounting UO economics associate professor Idaho (1993) and classes to step into a deeper Jeremy Piger. Although they are not her PhD from the examination of accounting issues, while working on any current projects, they University of Washington (2001). Prior watching the “light bulb effect” in action may collaborate again in the future. to pursuing her PhD, Angie worked as as her students’ understanding of She jokes, “It makes for interesting an auditor for KPMG in Portland and as accounting matures. dinner conversation. Our kids just love a corporate accountant for Albertson’s listening to us discuss research ideas.” in Boise. Davis’s research generally focuses If she didn’t sound busy enough, Davis on managers’ voluntary disclosures. is also the mother of two active boys, Davis enjoys teaching at various levels. In a paper soon to be published in the Henry, age 10, and Owen, age eight. Last year, she taught Accounting Review of Accounting Studies, Davis They attend French immersion school Measurement and Disclosure to and her coauthors investigate whether in South Eugene and are involved in the master of accounting and MBA a manager’s tendency to be optimistic activities ranging from soccer to musical students. She says the work and or pessimistic affects the tone used theater. Once the boys are fluent in educational experiences the master’s in a firm’s quarterly conference calls. French, Angie and her husband plan to students bring to the classroom make They find that conference call tones take the family to France, so the boys for dynamic and interesting discussions. reflect not only the current and future can lead the family vacation en Français.

It all started after he graduated from got his first taste of teaching. He went Bruce Darling college in Ohio, when he got his first on to become an accounting instructor INSTRUCTOR OF ACCOUNTING accounting job doing bookkeeping for at Lake Erie College, then moved on to the Agora Theatre. The Agora was run Stark State College, where he served You wouldn’t by the LoConti family, most notably as head of the accounting and finance know it from the late Henry LoConti, legendary for departments. He found himself moving his low-key his contributions to the rock music to the Eugene area after visiting a personality, but industry. Henry’s brother Nick was the friend in Oregon and meeting UO Bruce Darling house accountant, and took Darling accounting professors Dale Morse and has many under his wing. Darling recalls, “College Ray King. In 2002, Bruce moved into stories to tell gave me my degrees, but Nick gave me a house up the river near McKenzie from his very my education.” Bridge, where he enjoys the beauty and interesting life. quiet of the Northwest. He has hung out with the likes of Tom Working at the theater had its Petty, David Copperfield, and Pele. perks. Not only did Darling get great There are many reasons Darling loves He has played softball with Bruce accounting experience, he also had teaching. For one thing, he feels Springsteen, watched Meatloaf record access to great shows and cool it keeps him young being around the album Bat Out of Hell, and had the introductions to up-and-coming young minds. He also finds teaching chance to play professional soccer. musicians. Darling started his own invigorating and loves being able to His hobbies include building model accounting firm in 1980, with the make a difference in students’ lives. Agora being one of his first clients. trains, competitive checkers, and sumo Darling continues to run his accounting wrestling. Darling eventually went back to school firm more than 30 years later, a much How does an accounting instructor and and earned his MBA (1990) and smaller practice than it used to be. If practitioner have such a varied history? master of accounting and financial you run into Bruce, be sure to ask him information systems (1994) at about his days at the Agora. Cleveland State University, where he

6 RESEARCH

The members of the Association of American Universities (AAU) are 62 universities with strong graduate programs, professional education, and research. The University of Oregon is one of only 36 public universities Faculty afforded AAU membership. Research Consistent with the research mission of this select group, the UO accounting faculty conducts research in the fields of accounting and the accounting Presentations profession. This list of publications includes books and articles that were Kyle Peterson: “The Earnings either published during 2013–14 or are forthcoming. Abstracts and complete Quality and Information copies of these papers may be obtained by contacting the authors. Processing Effects of Accounting Consistency” (coauthored with R. Schmardebeck and J. Wilks), University of Utah, September 2013–14 Publications 2013. David Guenther: “Tax Avoidance “The Effect of Manager-Specific Optimism on the Tone of Earnings and Firm Risk” (coauthored with Conference Calls.” A. Davis, W. Ge, D. Matsumoto, and J. L. Zhang, Steve Matsunaga and Brian Review of Accounting Studies, forthcoming. Williams), Illinois Tax Symposium, September 2013. “Are CEOs and CFOs Rewarded for Disclosure Quality?” K. W. Hui and S. Matsunaga, The Accounting Review, forthcoming. Steve Matsunaga: “Are CEOs and CFOs Rewarded for Disclosure Quality?” (coauthored “Financial Statement Complexity and Meeting Analysts’ Expectations.” with K. W. Hui), National J. Filzen and K. Peterson, Contemporary Accounting Research, forthcoming. Chengchi University, August 2013. “Investors’ Reaction to the Use of Poison Pills as a Tax Loss Preservation Tool.” S. Sikes, X. Tian, and R. Wilson, Journal of Accounting and Economics, Steve Matsunaga: “Does 2014, 57 (2–3): 132–48. Appointing a Former CFO as CEO Influence a Firm’s “Dual Class Ownership and Tax Avoidance.” S. McGuire, R. Wilson, and D. Accounting Policies?” Wang, The Accounting Review, July 2014. (coauthored with Shan Wang and E. Yeung), University of Melbourne “A New Measure of Accounting Quality.” P. Hribar, T. Kravet, and R. Wilson, and Singapore Management Review of Accounting Studies, 2014, 19: 506–38. University, September 2013, and Hong Kong University, October 2013. “Did FIN 48 Limit the Use of Tax Reserves as a Tool for Earnings Management?” R. Cazier, S. Rego, X. Tian, and R. Wilson, Review of Steve Matsunaga: “Tax Accounting Studies, forthcoming. Avoidance and Firm Risk,” Hong Kong University and Singapore Management University, September 2013.

Ryan Wilson: “Pricing Firms’ Responsiveness to Shareholder 2013–14 Research Workshops Tax Incentives” (coauthored with P. Hribar and S. Savoy), University of Pennsylvania, September Jennifer Brown Russell Li Stephanie Sikes 2013, and University of Southern Arizona State University of Oregon University of California, December 2013. University Pennsylvania Aaron Mandell Ryan Wilson (discussant): Jeffrey Hales University of Oregon Roger Silvers “Repatriation Tax and the Value Georgia Tech University of Utah of Cash Holdings” by N. Chen, Becky Perez Western Region Meeting of the Andy Leone University of Oregon American Accounting Association, April 2014. University of Miami

7 PhD PROGRAM PhD Student

The accounting department operates Meeting in Anaheim, California. Perez Research an active PhD program designed to is a recipient of the KPMG Foundation train students for a successful career Scholarship and the American Institute Presentations in academia. of Certified Public Accountants Doctoral Minority Scholarship. Joshua Cutler: “Voluntary This fall, we welcome Courtney Disclosure and the Outcome of Roth and Kimberly Krieg into our The doctoral program relies heavily Securities Litigation” (coauthored program. Roth has bachelor’s and on the financial support provided by with Angela Davis and Kyle Peterson), UBCOW Conference, master’s degrees from the University the Accounting Circle and donors to September 2013, and Brigham of North Carolina at Charlotte. Krieg the accounting program. This funding Young University Accounting has a bachelor’s degree in business allows us to compete for the top Research Symposium, October administration from the University of candidates and provides additional 2013. California at Berkeley. Both students research opportunities for our students. have several years’ experience working It also allows our students to focus on Russell Li: “Innovation Efficiency in the tax department for public developing their research skills and and R & D Tax Credit” (coauthored accounting firms and intend to focus generating a research portfolio that will with Linda Krull), Western their research on tax. enhance their placement opportunities. Region Meeting of the AAA, May 2014. Jingjing Huang successfully defended We are always looking for strong her dissertation, “The Role of Taxes candidates to join our program. Aaron Mandell: “The Role of in Foreign Earnings Management: Although doctoral programs and Incentives and Governance in Implications for Pricing of Foreign subsequent academic careers are Master Limited Partnership Payout Earnings.” She accepted a position as demanding, they provide rewards Policy,” Western Region Meeting an assistant professor of accounting (monetary and otherwise) that of the AAA, April 2014. at Virginia Tech University, where she few careers can match. If you are will be teaching corporate taxation and someone who would appreciate Shan Wang: “Does Appointing a continuing her research. Brian Williams, the thrill of discovery, the feeling of Former CFO as CEO Influence a Shan Wang, Josh Cutler, Russell Li, accomplishment of seeing your work Firm’s Accounting and Disclosure Aaron Mandell, Becky Perez, Myron in print, and the satisfaction that goes Policies?” (coauthored with Chang, and Kaishu Wu are continuing with being a positive influence in the Steve Matsunaga and E. their studies in the program. Both lives of your students, we hope that you Yeung), Western Region Meeting of the AAA, April 2013, Annual Williams and Cutler presented papers will consider our program. Additional Meeting of the AAA, August at the University of British Columbia, information regarding our PhD 2013, and Financial Accounting University of Oregon, and University of program can be found on our website and Reporting Section Midyear Washington (UBCOW) Conference in at business.uoregon.edu/phd, or by Meeting of the AAA, January Seattle, Washington, and the American contacting Linda Krull at 541-346- 2014. Accounting Association (AAA) Annual 3252 or [email protected]. Brian Williams: “Do Socially Responsible Firms Pay More Taxes?” (coauthored with Angela Davis, Linda Krull, and David Guenther), UBCOW Conference, August 2013.

Brian Williams: “Tax Avoidance and Firm Risk” (coauthored with David Guenther and Steve Matsunaga), Annual Meeting of the AAA, July 2013.

Brian Williams (discussant): “Financial Reporting Precision: Measuring the Effectiveness of SOX (Serbanes-Oxley Act of 2002)” by T. Downen, Annual Meeting of the AAA, July 2013. 2013–14 accounting PhD students (from left to right) Kaishu Wu, Becky Perez, Aaron Mandell, Brian Williams, Shan Wang, and Myron Chang. Joshua Cutler and Russell Li are not pictured.

8 MAcc PROGRAM The MAcc Community: Building a Flock of Ducks

The Master of Accounting (MAcc) accelerated track to the master Program graduated its first class in of accounting degree. Many UO 2001 and will graduate its 15th class undergraduate students matriculate next June. Steady innovation and with substantial college credits earned maturing in areas of curriculum, career during high school, and some of these planning, cohort building, international students are accounting majors. The experiences, and faculty have occurred pathway is designed to help these during that time period. But that is just highly motivated students complete part of the story. A program is about their undergraduate accounting Robin Clement (center) with her flock of building and maintaining community— 2014–15 graduate teaching fellows. degree in three years with 180 credit and all of us are part of that community. hours, and then take the fourth year We are a living, growing, developing Many have risen in the ranks of public to complete the master of accounting community. accounting. Several are partners at the degree. This new track is the result of extensive collaboration with the Our alumni are filling the ranks all the firms in which they started their careers. business college’s undergraduate way to the top of their organizations, Newer alumni have become senior programs office, and an idea we have expanding and exploring different managers, managers, experienced been excited about for some time. companies, and expanding beyond the seniors, and newly minted seniors. West Coast. They are giving back— Others have great careers in corporate As we plan for new students and learn increasingly joining the Accounting Circle, accounting. They have positions as about the career developments of our volunteering in communities, serving CFOs, controllers, financial analysts, alumni, we are building our master of as sounding boards for new ideas, and and tax analysts at companies such as accounting community. It’s thrilling for helping to connect new MAcc students Nike, Intel, Precision Castparts, Levi me to hear about our students’ and to their companies and firms. They are Strauss, and Uber. graduates’ successes. Please feel free getting married, starting families. to drop me a line anytime with your Still other MAcc alumni work for the updates at [email protected]. The Paths Our MAcc IRS, the Office of the Comptroller of Ducks Have Flown the Currency, and the City of Albany. Some MAcc alumni have pursued the Many alumni work in Portland, but academic life. Two of our alumni are Robin P. Clement accounting professors at Pennsylvania many others have settled in Seattle, San Francisco, New York City, and Director, Master of Accounting State University and California State Program University, Fullerton. other great cities across the country. Program Highlights of the Year Last winter, the MAcc class and two Master of Accounting faculty members returned to Nyenrode Business University in the Netherlands Graduate Teaching Award Winners for the second annual international trip. Fellows 2014–15 Consistent with the first trip in 2012, Class of 2014 Nick Barton all had a great learning experience. Department of Accounting Awards for Excellence This time around, we included a day Alec Domogalla Maggie Pietka to explore international tax issues, as well as a visit to the Anne Frank Steven Griswold Federation of Schools of House. Both experiences enriched the Accountancy Student Award Alicia Gunther excursion in different ways. Mitchell Van Dyke David Gutmann Outstanding Student (voted by Back stateside, we added a few new Rui Liu fellow students) faces to the MAcc teaching team. Deena North Angela Davis taught Accounting Thanh Nguyen Measurement and Disclosure, and new Becker CPA Review Course Paul Punia Scholarships faculty members Nicole Johnson and Kevin Ho Ryan Wilson taught Strategic Cost Robert Ray Danielle Sargant Management and Financial Statement Analysis and Valuation, respectively. Gabrielle Sanders Roger CPA Review Scholarship Yujie “Jack” Zhang This fall, I am proud to launch the Courtney Vandegriff new 3+1 Accounting Pathway, an

9 BETA ALPHA PSI

members with many opportunities Opportunities to be successful and encouraging them to undertake as many of those Abound opportunities as possible. Whether it be by participating in the Volunteer Lidia Wells Income Tax Assistance program, Beta Alpha Psi President, tutoring, serving the community, or 2014–15 even being an officer—Beta Alpha Excerpted from a speech given at Psi gives our members lots of the Accounting Recognition Evening opportunities to develop themselves As I prepare for my final year of and be successful. members and officers who continue to college here at the Lundquist look for new opportunities to take Beta I am so excited to be a part of such College of Business, I can’t help but Alpha Psi to the next level. a diverse and hard-working group of think back and be thankful for all people and to continue contributing of the amazing opportunities that Beta Alpha Psi is known and respected to such an outstanding organization. Beta Alpha Psi has offered me and by the business community as one of I hope that we continue developing continues to offer to every single the most outstanding organizations new opportunities for our members one of our members. Our chapter of which one pursuing an accounting to get involved and allow them to is one of the best chapters in the degree can be a part. The reputation develop themselves personally and entire nation and will continue to of being a member of Beta Alpha Psi professionally. I want each member grow and get better with each year can open a variety of doors to different to think about their Beta Alpha Psi that passes and each new officer employers and to many amazing career experience as something that has group. We have been very fortunate opportunities. Potential employers helped their development—and to be in the midst of amazing faculty know that when they see Beta Alpha maybe even the reason why they members, willing professionals who Psi on someone’s résumé, they are have found a job. come to our meetings, and active getting the very best. The very best is shaped here at the UO by providing our

Alpha Psi better for its members Rising to the and for his pivotal role in making the regional conference happen that our Occasion chapter sponsored in Portland. I have received much positive feedback Jason Wetzel with the work Daniel has done, and Beta Alpha Psi President, I thank him personally for stepping 2013–14 in and doing a great job. As for the Excerpted from a speech given at other officers—Samer Barghouti, the Accounting Recognition Evening Jack Walsh, Lidia Wells, Sam Much has happened this past year Woodell, and Reldon Yee—I’m proud this task on as a team. They kept things within Beta Alpha Psi, and I was to know them and look forward to moving without missing a beat, even pleasantly surprised with members seeing what they do going forward. surviving an IRS audit of the work site. I who showed a willingness to rise commend Jack Walsh, Lidia Wells, and Finally, I’d like to thank the to the occasion. One such instance the rest of the VITA team for the work Accounting Circle members, involves our Volunteer Income Tax they put in to make this year’s VITA accounting department, and faculty Assistance (VITA) program. VITA has program a success. members for their continued support always been run by students with of our chapter. With their support, at least one year of training under My office group helped keep the we have continued to successfully previous leaders. This year we were wheels on the bus all year long. This bridge the gap between student and not afforded this luxury because our year’s presidential role was a split professional life. It is truly a blessing prior-year trainees had graduated campaign as Daniel Lee stepped in to be part of a profession in which and didn’t return to the University of as president while I was completing a alumni and other professionals Oregon for a fifth year. Fortunately, winter internship. I am impressed with take time to give back to future we had a number of individuals take the work Daniel put in to make Beta accounting professionals.

10 Beta Alpha Psi Speakers, 2013–14 Below is a sample of guest speakers and their topics at past Beta Alpha Psi meetings. If you’re interested in speaking or otherwise getting involved in our chapter, contact Joel Sneed, Beta Alpha Psi faculty advisor, at 541-346-3417. AKT “Construction Accounting” Becker Professional Education “CPA Exam Strategy” Deloitte “Different Communication Styles” Ernst & Young Beta Alpha Psi officer group, 2014–15 (left to right): Chris Caldwell, “Audit Sampling” vice president of external affairs; Ye Xu, vice president of finance; Kiana Frank, Rimerman + Co. Malekhedayat, vice president of public relations; Lidia Wells, president; Kaley “Business Valuation” Vincent, vice president of correspondence; and Maria Stampfli, vice president Frishkoff Family Business Consultants of membership. “Family Businesses: Why Accountants Should Care” Geffen Mesher “Employee Benefit Plans” Grant Thornton “Public versus Private Clients” Intel “My Most Recent Project” Jones & Roth “Fraud: What to Look for and How to Prevent It” Kernutt Stokes “Tax Planning in the Current Economic Climate” Key Bank “Careers in Banking” KPMG Jason Wetzel presents gifts to Sam Woodell Brian Day of Ernst & Young proudly accepts and Nicole Parks for their outstanding service “Accounting and Finance Career Paths” his gift as BAP Professional of the Year. to the chapter. KPMG “IPO Readiness” Levi “What to Expect in the Private Industry” Beta Alpha Psi Awards, May 2014 Moss Adams “Corporate Sustainability” Beta Alpha Psi Professional of the Year Oregon Municipal Finance Officers Association Brian Day, Ernst & Young “Ethical Decision-Making” Perkins & Co. Beta Alpha Psi Outstanding Service Awards “Auditing Tech Companies” Nicole Parks PwC Sam Woodell “Megatrends” Roger CPA Review “Branding You”

11 SCHOLARSHIPS

Ryan Wilson presents the Joseph Roy Matsunaga presents the Brandon Parker presents the Carey Wendle presents L. Anstett Memorial MAcc Accounting Circle MAcc Student John and Catherine Knox the KPMG Distinguished Scholarship to Paul Punia. Scholarship to Wenying Cai. Scholarships to Cody Damman, Achievement Award to David Melanie Martin, Karina Padilla, Gutmann. and Nickolas Domenigoni.

MASTER OF MAcc Alumni Scholarship C. Lyle Kelly Memorial Lundquist Accounting Scholarships Scholarships ACCOUNTING Emilie Proulx Moss Adams MAcc Brenna Cleveland John Hurley Accounting Circle MAcc Scholarship Jacob Meyer Minghua Li Student Scholarship Linkun Fu Jiaying Wang OSCPA Endowment Wenying Cai Moss Adams Scholarship Jiongjiong Zheng Scholarship Catherine L. Tiggerman in Honor of William F. Different Drummer Rixi Feng Scholarships Meyer Scholarship in Honor of Robert Ray Raymond and Marilyn Emily Shade Paul Frishkoff Johnson Scholarship Courtney Vandegriff PricewaterhouseCoopers Sydnie Jones Stephen Pedersen Deloitte Scholarship Leadership Scholarships Gregor Endowment Robert and Robin Mesher Carlie Thompson Xuechen Jiang Scholarships Scholarship Diana West McKalip Yanjun “Lewis” Li Taylor Dyer Christian Meunier Memorial Scholarship Gabrielle Sanders Ryan Silverstein Thanh Nguyen OSCPA Educational OSCPA Educational Samantha Twardoch Foundation Ernst & Young Foundation Kaley Vincent Scholarships Accounting Excellence Scholarships John and Catherine Knox Grant Thornton Award Kernutt Stokes Scholarships Nicholas Rowland Cai Fairbairn Muhan Xu Cody Damman Kourtney Vandewettering Geffen Mesher PricewaterhouseCoopers Nickolas Domenigoni Scholarship Isler CPA Gabrielle Sanders Melanie Martin Rui Liu Kashiya Muntete Emily Shade Karina Padilla Glenn Schneider Jones & Roth Memorial Scholarship Joseph L. Anstett UNDERGRADUATE Memorial Undergraduate Maria Stampfli Steven Griswold Bill Neuner “Mr. Duck” Scholarships KPMG Grant Thornton MAcc Memorial Scholarships Melissa Hansen Melissa Hansen Scholarship Travis Ables Anna Karvina Pidong Perkins & Co. Paul Punia Nathaniel Krause KPMG Undergraduate Sydnie Jones Joseph L. Anstett Memorial Jing Li Scholarship MAcc Scholarship Kashiya Muntete Kaitlyn Belt PricewaterhouseCoopers Paul Punia Yelin Oh Victoria Hamilton KPMG Distinguished Aurora Varela Anna Karvina Pidong Achievement Award Matthew Zebro Samantha Twardoch David Gutmann Ye Xu

Peter Doubleday presents the Kyle Peterson presents the Trace Skopil presents the Moss Don Lance presents the OSCPA Glenn Schneider Memorial Robert and Robin Mesher Adams Scholarship in Honor of Endowment Scholarship to Scholarship to Steven Griswold. Scholarship to Christina Meunier. William F. Meyer to Emily Shade. Rixi Feng.

12 DONOR HONOR ROLL, 2013–14

We are pleased to recognize and thank the following alumni, friends, companies, and foundations for the commitment and support they have shown the Department of Accounting during fiscal year 2013–14 (July 1, 2013, through June 30, 2014). With their ongoing loyalty and generosity, we are confident that we can continue to build our future. Though we have made every effort to ensure that all donors have been duly noted, errors are always possible. We apologize for any omissions or inaccuracies.

Tony Parke presents the OSCPA Margaret Savoian presents the Faith Quimby presents the Doug Griesel presents the Educational Foundation Grant Gregor Endowment Scholarships OSCPA Educational Foundation OSCPA Educational Foundation Thornton Scholarship to Kourtney to Taylor Dyer and Kaley Vincent. Isler CPA Scholarship to Kashiya Jones & Roth Scholarship to Vandewettering. Muntete. Maria Stampfli.

Accounting Douglas and Robin Oas E. Blair and Terri Minniti Steven and Monika Fein Champions: E. Barry and Sue Post Moss Adams, LLP (Eugene) Grant Thornton Foundation $10,000 and Above Trace and Melissa Skopil Terri Oen George and Margaret Graves Anonymous Stephen and Sharon Terry Erik and Brittany Parrish Gunnar Haugen Anstett Family 1993 Trust Scott and Kris Wright Perkins & Co. Bruce and Loi Heldt Tony and Kristine Pizzuti Cliff and Connie Hinds Hope Anstett Accounting Partners: Faith Quimby Dan and Anita Hollingshead Norm and Linda Brenden $2,500–$4,999 Deloitte Foundation R & R Foundation, Inc. Intel Corporation Angela Belding Alan and Joan Earhart Gary and Susan Reynolds Meredith and Craig Johnson John Benson and Diane Albracht Estate of Colin L. P. Slade Susan and Todd Ringoen Raymond and Marilyn Johnson Chris and Geoffrey Bremer Mick Friend and Lori Bradford M. Chris and Maria Rogers Lee Kell and Jayne Carroll Phillip and Cindy Bullock Colleen Greco Erik and Jennifer Sandhu Alan Krane and Melanie Ditton J. Jon Cook and Daniel and Linda Sullivan Linda Krull KPMG Foundation Melissa Stepovich Umpqua Bank Jeffrey Lake Moss Adams Foundation Charles and Virginia Cowden John and Linda Vandercook Robert and Kimberly Lally Patricia Neuner Wendy Dame and Don Doerr Charles and Barbara Landers PricewaterhouseCoopers Peter Doubleday Accounting Investors: Foundation Roy Matsunaga David and Melissa Dugan $1,000–$2,499 Dwayne and Merritt Richardson Erin and Brice McKalip Fritz and Tricia Duncan Anonymous Norman and Betty Ruecker Neal and Danielle McLaughlin Fidelity Charitable Gift Fund Ronald and Patricia Bedient Marianne Slade Rajan and Kusum Mehndiratta Geffen Mesher & Co. Stephen Bellotti Sondria Stephens Roger Mills Grant Thornton, LLP Yvonne Blewett Shane and Sally Moncrieff Gregor Corporation Blount, Inc. Accounting Fellows: Morones Consulting, LLC John and Kyungsook Gregor Timothy and Melanie Breedlove $5,000–$9,999 Serena and Tony Morones Doug and Barbara Griesel Lonnie Brist David and Kari Anderton Jody and Abigail Mortimore David and Dawn Guenther Lawrence and Laurie Brody David and Tammy Blaskowsky Moss Adams, LLP (Portland) Mike and Leslie Hartwig Jay Broudy Richard Callahan Alexandria Nunley David and Terah Haslip John and Jennifer Buller J. Terry and Susan Eager Brandon and Jayme Parker Doug and Lynn Henne Kelly and Eric Burke Ernst & Young Foundation Kari Patterson Michele Henney John Chambers Helen Gernon and Steven and Jill Ritchie Dennis Stimple Isler CPA Thomas and Bernadette Chow Catherine Roller David and Laury Girt W. Bruce Johnson and Carl and Carolyn Christoferson James and Andrea Sandstrom John and Lori Hancock Diane Ramsey Matthew and Danelle Clark Sandstrom Family Trust William and Ann Hefter Grant and Elaine Jones Robin Clement Julie and John Schlendorf Gary Homsley Ronald and Jennifer Kelly Dale White Revocable Trust Joel Sneed and Kernutt Stokes Jones & Roth, PC Angela Davis and Jeremy Piger Suzanne Algara-Sneed Don and Marilyn Lance John and Catherine Knox Lisa Eiler and Isho Tama-Sweet Paul Tiger and Jaime Vermeer Timothy McCann John and Gail Kretchmer Pamela and Jeff Elling UBS Foundation James and Kelly Lanzarotta Robert and Robin Mesher David and Laura Evans

13 Tony Pizzuti presents the Geffen Steve Fein presents the Moss Raymond and Marilyn Johnson Belinda Watters presents the Mesher Scholarship to Rui Liu. Adams MAcc Scholarship to present their inaugural scholarship PricewaterhouseCoopers Linkun Fu. to Stephen Pedersen. Leadership Scholarship to Yanjun (Lewis) Li and Gabrielle Sanders.

United Way of Lane County Terry Carroll-Gettel and Jason Lee Douglas and Julie Rusch Alan Wade and William Gettel Kimberly and Hector Llorens Margaret and Scott Savoian Lisa Biddiscombe Wade Hsiao-Tzu Chou Taylor Luell Jeffery and Anne Schilling Karin Wandtke Gary and Gena Colbert Jay and Laurie Maxwell Gim-Seong and Cecilia Seow Belinda and James Watters Laury and John Cooper Annamarie McNiel and Arne Smith Michael and Judy Weber Bruce and Kathryn Cunningham Lara McCulloch Richard and Nancy Sotta R. Dale White Jason and Keri Cunningham Meyer Memorial Trust David and Annette Sparks Ryan and Nicole Wilson Jerry and Kristi Cunningham Chris and Nancy Middleton Robert and Maranda Stackhouse David and Karen Zechnich Angel Davis Joseph Moore and The Standard Jay and Kellie Zirkle Kellan Davis Rebecca Cronkhite E. Jo DeFoor Stejskal Makenzie and Eric Zuern Brian and Stefany Day Kevin and Alicia Mullerleile Kirk and Joanne Stevens Molly Dean Christopher Murphy and Accounting Loyalty Richard and Sheila Stokes Karen and John Doster Teresa Luong Rhonda Stoltz and Fund: $1–$999 William and Susan Fera Ted and Victoria Neighbors Stephen Mustoe Advised Fund of the Oregon Ford Black & Co., PC Terry and Donna Niegel Stanley Stout Community Foundation John Fox Nike, Inc. Bartosz Straczek Denise Anderson Erin Frazier and DJ Konrady Kathryn O’Brien Matthew Stringer Susan and John Anderson Ronald and Christina Friberg Sean Oliver Allegra and Greg Stuart Ronald and Julia Babcock Cameron Gaulke Dennis and Michele Oshita Austin Swank Christopher and Felisha Bahr GE Foundation Matching Justin Packard Alfred Tan Diana Barkelew Gifts Program Natalie Panzer Edward and Barbara Thomas Orie and Susan Barron Mary Gilbert Portland General Electric Company Marjorie Villamarin Andrea Belz Sylvia Gillpatrick Marta and Peter Powers Harry and Beverly Visse Benevity Corey Glidden Precision Castparts Corp. Christopher Wade Karen and Steven Bennett Jerry Gose Eric and April Press DeeAnne Waltman Beulah Betts Gregory J. Wimmer Living Trust John Puttman Sr. Jing Wan Timothy Bishop Allen and Linda Harper Robert Raney Joseph and Jane Weintrop Melissa Blue John and Isabel Harrington Linda and Stephen Reichenbach Michael and Lisa Wenzlick Jerol and Judith Brown Christopher and Kathleen Harris Michael Rice Gregory Wimmer Myron E. Brown, CPA, PC David and Donna Hawkins Kevin and Gina Rich Joseph and Sheryl Wonderlick Myron and Cindy Brown Trevor Haynes Rich Sotta, CPA, PC Soichiro Yamamoto Daniel and Keiko Bryan Susan and Roger Hefty Gary Rink Zechnich Family Trust Erika Bulay Matthew and Jamie Hutt Michael and Laura Roots Dwight Zulauf and Wilma Swartz Boni and Ward Buringrud LeRoy Huus Intel Foundation Kenneth and Deborah Irinaga J. E. Hollingsworth Foundation Ina Jackson Bonnie and Gene Jenkins Joanne Jensen John Hancock Financial Services John Joyce and Janice Anderson Charles Kelley Rachel Bruce, proud recipient of Michael Kontich Yujie “Jack” Zhang, winner of the Because Sydnie Jones couldn’t the OSCPA Outstanding Student Ronald and Barbara Kovar UO Centurion Award and the accept the Different Drummer Award and newly minted Duck. Macy and Julie Lawrence AICPA Scholarship for Minority Scholarship in Honor of Paul Accounting Students. Frishkoff in person, Professor Frishkoff honored her in absentia.

14 Greco Endowed Scholarship Fund Department

In 2012, Colleen Greco pledged a of Accounting generous gift to the Department FACULTY of Accounting in honor of her late Robin Clement husband and UO alum Don Greco. SENIOR INSTRUCTOR AND DIRECTOR, Don was a long-time supporter of MASTER OF ACCOUNTING PROGRAM the UO accounting department, a Bruce Darling founding member of the Accounting INSTRUCTOR Circle, and a very loyal Ducks fan. The gift will fund the Donald Angela Davis and Colleen Greco Endowed ASSOCIATE PROFESSOR Scholarship and will be used to David Guenther support accounting students. The SCHARPF PROFESSOR OF first scholarships are expected to ACCOUNTING AND DEPARTMENT HEAD be awarded in 2017. Colleen was Michele Henney Helen Gernon, accounting department gifts recognized for her generosity at the officer, presents a token of appreciation for SENIOR INSTRUCTOR AND PROGRAM 2013 Accounting Alumni Network Colleen Greco’s generosity. MANAGER, FINANCE AND SECURITIES Reception in Portland. ANALYSIS CENTER Xuesong Hu ASSISTANT PROFESSOR Nicole Johnson ASSISTANT PROFESSOR Linda Krull ASSOCIATE PROFESSOR Steve Matsunaga CHARLES E. JOHNSON MEMORIAL PROFESSOR OF ACCOUNTING Kyle Peterson ASSISTANT PROFESSOR Joel Sneed SENIOR INSTRUCTOR AND FACULTY ADVISOR, BETA ALPHA PSI Michael Tomcal INSTRUCTOR Ryan Wilson Erik Weaver of Perkins & Co. presents the Bill Neuner “Mr. Duck” Scholarships. ASSOCIATE PROFESSOR EMERITI FACULTY Helen Gernon Eight Ways You Can Support the PROFESSOR EMERITA AND DEPARTMENT GIFTS OFFICER Department of Accounting Ray King PROFESSOR EMERITUS 1. Give to the Accounting Department Fund Dale Morse 2. Hire an intern PROFESSOR EMERITUS 3. Sponsor a scholarship Terry O’Keefe 4. Participate in career fairs such as Meet the Firms and Meet the PROFESSOR EMERITUS Students STAFF 5. Volunteer to speak to a class or a Beta Alpha Psi chapter Margaret Savoian 6. Teach a class ADMINISTRATIVE MANAGER 7. Endow the Master of Accounting Program suite 8. Join the Accounting Circle

15 HELP SUPPORT US Your gift will go a long way in supporting accounting education.

Give Online Information formation Visit business.uoregon.edu/ If you have questions about giving, contact David Guenther or give/accounting and select Kurt Zimmerman. the accounting fund that best matches your intent.

Send a Check Mail your check payable to “University of Oregon Foundation–Accounting Fund” to Margaret Savoian Department of Accounting 1208 University of Oregon Eugene OR 97403-1208

David Guenther Kurt Zimmerman Scharpf Professor of Accounting Senior Director of Development and Head, Deptarment of Lundquist College of Business Accounting 541-346-8553 541-346-5384 [email protected] [email protected]

Get DEPARTMENT OF ACCOUNTING Connected Calendar of Events, 2014–15 Find UO Accounting Alumni Network on September 22–25 Master of Accounting Orientation

October 7 Beta Alpha Psi Meet the Firms

Facebook October 18 Accounting Circle Fall Meeting and Tailgate Party

January–February Beta Alpha Psi–OSCPA University Night

LinkedIn April–May Department of Accounting Advisory Board Meeting

May Beta Alpha Psi Meet the Students

Twitter May 20 Accounting Recognition Evening June 11 Master of Accounting Graduation

An equal-opportunity, affirmative-action institution committed to cultural diversity and compliance with June 15 University of Oregon Graduation the Americans with Disabilities Act. This publication will be provided in accessible formats upon request. © 2014 University of Oregon. DES0914-104ha-K51203. Summer 2015 Accounting Alumni Network Reception (Portland)