Academic Appointments

Lecturer, The University of Miami, Herbert Miami Business School    January 2024 – May 2024

  • Teaching my custom-developed case course for graduate accounting students, ACC626-55, “Corporations, Auditors, and the Public Interest”.

Full-time Lecturer, The Wharton School · University of Pennsylvania July 2022 – July 2023

  • A full-time non-tenure track faculty member at Wharton, teaching financial accounting to MBAs.

Adjunct Professor, American University Kogod School of Business 2017–2022

  • Online MBA Program. “The Manager in the International Economy”
  • Teacher ratings 6.73 of 7 (2020), 6.67 of 7 (2019), 4.75 of 5 (2018), 6.6 of 7 (2017)

Adjunct Professor, Ohio State University, Fisher College of Business Summer 2020, 2021

  • MAcc program. “Ethics in Accounting & Business.” 5 of 5 (2021) 5 of 5 (2020)

Adjunct Professor, Baylor University, Hankerer School of Business Summer 2019

  • MAcc program. “Reporting on Corporate Fraud”, 6.0 of 6.0 (2019)

 

Academic Publications 
“Corruption in the Auditor Inspection Process: The Case of KPMG and the PCAOB,”May 2023 in Issues in Accounting Education with Pevzner, Mikhail; Sheneman, Amy; and Zach, Tzachi.

“Deconstructing the PCAOB: Using Organizational Economics to Assess the State of a Regulator” with Pevzner, Mikhail; Sheneman, Amy; and Zach, Tzachi. Working paper.

“Economic Consequences of Auditor Reputation Loss: Evidence from the Audit Inspection Scandal” with Pevzner, Mikhail; Sheneman, Amy; and Zach, Tzachi. Working paper.

“Have Advanced Degrees Increased Ethical Professionalism for Auditors?” in The Routledge Handbook of Accounting Ethics. Taylor, Eileen Z., and Paul F. Williams, eds. Routledge, 2020.

IT Control Objectives for Sarbanes-Oxley: Using COBIT® 2019 in the Design and Implementation of Internal Controls Over Financial Reporting, 4th Edition. Co-author with Dina Nu’man.

“CEO Succession Practices in the Russell 3000 and S&P 500: 2021 Edition,” The Conference Board. Co-author with Tonello, Matteo; Schloetzer, Jason, Georgetown University.

 

Awards & Honors

2020 Accounting Ethics Award: Best Innovation for Teaching

  • American Accounting Association 2020, for “Corruption in the Auditor Inspection Process: The Case of KPMG and the PCAOB,” a teaching case with Mikhail Pevzner, (University of Baltimore), Amy Sheneman and Tzachi Zach (Ohio State).

2020 Dreier Chair in Accounting Distinguished Speaker

  • Loyola Marymount University, Los Angeles, California.

2017 Journalist in Residence Program, Fellow, Stigler Center

  • University of Chicago Booth School of Business.

2013 Gerald Loeb Award for Distinguished Business and Financial Journalism

  • Finalist in Magazines category for two feature stories in Forbes.

2010 Gerald Loeb Award for Distinguished Business and Financial Journalism

  • Finalist in Online Commentary and Blogging category

2024, 2022, 2021, 2020, 2019, 2018, 2016, 2015, 2014, 2013, 2012, 2011

 

Guest Lectures

2024 University of Chicago, Booth School of Business, Stigler Center. Guest Lecture to Stigler Journalists in Residence April 2024.

2023 Shidler College of Business, University of Hawaii at Manoa. Lecturing to two audit classes for Professor Jian Zhou, Ph.D., The Lloyd Fujie / Deloitte Foundation Distinguished Professor of Accounting. November 2023.

2023 Vanderbilt University, Guest teaching Corruption in the Auditor Inspection Process: The Case of KPMG and the PCAOB,” from the May 2023 in Issues in Accounting     Education. Washington, D.C. November 2023. Invitation of Prof. Paul Chaney

2023 University of Michigan Ross School of Business, Guest teaching Corruption in the Auditor Inspection Process: The Case of KPMG and the PCAOB,” from the May 2023           in Issues in Accounting Education. Washington, D.C. August 2023. Invitation of Prof.      Lindsey Gallo.

2023 Shidler College of Business, University of Hawaii at Manoa. February-March 2023. “Refining the Research Process: This Amateur Researcher, Journalist, and now        Accounting Professor’s View.” Invitation of Prof. Tom Pearson.

2021. Fall MAcc Speaker Series. The Ohio State University, Fisher College of Business. October 2021.

2021.   Shidler College of Business, University of Hawaii at Manoa. Lecturing to two audit classes for Professor Jian Zhou, Ph.D., The Lloyd Fujie / Deloitte Foundation Distinguished Professor of Accounting. April 2021.

2021.   Baylor School of Journalism, Public Relations, and New Media and its “Writing for Mass Media” course. I created 30 min of what I write about so students, Baylor Business can write about it.

2021.   Columbia University Graduate School of Journalism Knight-Bagehot Fellowship I am invited back for the third year to speak to 10 mid-career career business journalists about reporting on corporate fraud as a subject matter expert and former accountant/auditor. February, 2021.

2021.  Antonin Scalia Law School at George Mason University, at the invitation of Kathryn St. John who is running the Business Bootcamp in the Law School while Jordan Neyland is on a fellowship in DERA at the SEC. 6pm class to talk about accounting and financial statements concepts for law students and recent litigation against the Big 4 auditors. January, 2021.

2020. Private presentation. I spoke about where I get my newsletter ideas and what I look for when reviewing earnings releases, quarterly and annual filings, and prospectuses. I also talked about what investors should expect from the company and auditors when a corporate investigation is prompted by a short-seller’s report or a whistleblower’s allegation. October, 2020.

2020. Masters in Accounting Auditing class. Vanderbilt University, Owen Graduate School of Management. November 2020.

2020. Auditing classes. University of Hawaii at Manoa, Shidler College of Business, October 2020.

2020. Fall MAcc Speaker Series. The Ohio State University, Fisher College of Business. October 2020.

2020. Accounting Ethics classes. Texas A&M University, Mays Business School. April 2020.

2020. Masters in Accounting programs from Indiana University, Purdue University, and The Ohio State University under the auspices of The Washington Campus. March 2020.

2020. Business Bootcamp. George Mason University, Antonin Scalia Law School. January 2020.

2019. Masters in Accounting program. Baylor University. October 2019.

2019. Tuesday Evening Seminar for Knight-Bagehot Fellows. Columbia Journalism School. October 2019.

2019. Fall MAcc Speaker Series. The Ohio State University, Fisher College of Business. October 2019.

2019. Masters in Accounting program. University of Michigan with The Washington Campus. August 2019.

2019. University of Chicago, Booth School of Business, Stigler Center. April 2019.

2019. Accounting Ethics classes. Texas A&M University Mays Business School. April 2019.

2019. Masters in Accounting programs. Indiana University, Purdue University, and The Ohio State University under the auspices of The Washington Campus. March 2019.

2019. Tuesday Evening Seminar for Knight-Bagehot Fellows. Columbia Journalism School. March 2019.

2019. Business Bootcamp. George Mason University, Antonin Scalia Law School. January 2019.

2018. Marquette University. November 2018.

2018. Fall MAcc Speaker Series. The Ohio State University, Fisher College of Business. November 2018.

2018. Loyola Marymount University. October 2018.

2018. Masters in Accounting program. Baylor University. October 2018.

2018. Texas A&M University, Journalism Studies Program. September 2018.

2018. Texas A&M University Mays Business School, Accounting Ethics classes. April 2018.

2018. Ripped from the headlines: Professionalism and professional skepticism in the Big Four. MAcc Speaker Series. The Ohio State University, Fisher School of Business. February 2018.

2017. Distinguished Speaker Series. University of Tennessee, Neel Corporate Governance Center. November 2017.

2017. Marquette University. November 2017.

2017. Masters in Accounting program. Baylor University. October 2017.

2016. Benedictine University. November 2016.

2016. Masters in Accounting program. Baylor University. October 2016.

2016. Roundtable Presenter. Recent trends in non-GAAP reporting. New York University, Stern School of Business. November 2016.

2015. Baruch College of The City University of New York, Zicklin School of Business. May 2015.

2015. Roosevelt University. March 2015.

2015. Stanford Graduate School of Business. February 2015.

2014. Benedictine University. April 2014.

2014. Stanford Graduate School of Business. February 2014.

2013. Michigan State University. November 2013.

2013. University of Chicago Law School. November 2013.

2013. Annual Finance and Accounting Seminar. University of Nebraska, Department of Finance and the School of Accountancy. October 2013.

2013. DePaul University College of Communication. September 2013.

2013. Villanova University. July 2013.

2013. Marquette University. July 2013.

2013. Accounting Ethics classes. Texas A&M University, Mays Business School. April 2013.

2013. Texas Tech University, Rawls College of Business. April 2013.

2013. Marquette University. April 2013.

2013. Market Technicians Association. DeVry University. February 2013.

2012 Guest lecturer. Modeling fraud: Models behaving nefariously. Financial Engineering Practitioners Seminar. Columbia University. February 2012.

2012. Eastern Illinois University. March 2012.

2011. James Madison University. November 2011.

Academic Conferences

2024 American Accounting Association Annual Meeting/Ethics Symposium in August in Washington D.C.. Presenting Deconstructing the PCAOB: Using Organizational Economics to Assess the State of a Regulator. Francine McKenna, Mikhail Pevzner, Amy Sheneman, and Tzachi Zach.

2024 LSU Fraud and Forensic Accounting Conference, Baton Rouge, LA. August 2024. “How They Did It: An In Depth Look at Hindenburg’s Take Down of Tingo and Adani”

2023 Keynote speech. LSU Fraud and Forensic Accounting Conference, Baton Rouge, LA. August 2023. “The Auditors’ Obligation to Detect Fraud”.

2023 Panelist. American Accounting Association “weARE Webinar Series” program, “Translating your Research Impact for the Business Media: Story at 11.” 

2023 Presented. HARC. University of Hawaii, Manoa. “Deconstructing the PCAOB: Using organizational economics to assess the state of a regulator.” January 2023. Francine McKenna, Mikhail Pevzner, Amy Sheneman, and Tzachi Zach. Discussant: Joe Schroeder.

2022 Moderator. American Accounting Association Annual Conference, July 2022. Ethics Symposium panel, “Publishing Advice & Post-pandemic Ethical Issues,” Charles Bailey, Behavioral Research in Accounting, Amy Hageman, Accounting and the Public Interest, Tara Shawver, Research on Professional Responsibility and Ethics in Accounting 

2022 Panelist. American Accounting Association Annual Conference, July 2022. “Which Side Are They On? Do Auditors Still Protect the Public? Moderator: Steven Mintz, California Polytechnic State Univ. – San Luis Obispo, and fellow panelists Tony Menendez, Loyola Marymount University, Steven Mintz, California Polytechnic State Univ. – San Luis Obispo, and Sri Ramamoorti, University of Dayton.

2021 Panelist. AAA Ethics Symposium, “The Future of the Accounting Profession: Regaining the Public Trust” Auditors as Whistleblowers. July 2021.

2020 Panelist. Capital market effects of disclosure and auditing in emerging markets. Ph.D. Candidate Symposium. University of Texas at Austin, McCombs School of Business. August 2020.

2020 Presenter. SEC proposals to ‘modernize’ auditor independence rules: Doublespeak for capitulating to the Big 4’s dominance? American Accounting Association Spark Conference, Public Interest Section. June 2020.

2019 Panelist. Fraud and the media. The Future of Financial Fraud II Conference. University of California, Berkeley School of Law. April 2019.

2018 Featured Participant. The Future of Financial Fraud Conference. University of California, Berkeley School of Law. May 2018.

2018 Panelist. Fake news. Third Annual News and Finance Conference. Columbia University Business School, Program for Financial Studies News and Finance Initiative. March 2018.

2016 Speaker. Fifth Annual Accounting CPE Conference. Duquesne University. November 2016.

2016 Speaker. The challenge of reporting on pharma company fraud: Valeant Pharmaceuticals and Martin Shkreli. 2016 Fraud and Forensic Accounting Education Conference. Georgia Southern University, Center for Forensic Studies in Accounting and Business. May 2016.

2014 Speaker. The professional services option for business graduates – audit, tax, consulting and risk/compliance. ProfessionaPalooza 2014 Conference. University of Illinois at Chicago. October 2014.

2014 Panelist. The new financial architecture after financial crisis. The Institutional Foundations of Capitalism Conference. Society for the Advancement of Socio-Economics. July 2014.

2013 Panelist. Ensuring Integrity: The Eighth Annual Audit Conference. Baruch College of The City University of New York. December 2013.

2013 Speaker. Auditor independence, professional skepticism, auditors’ fraud obligations: case studies and examples. Seventh Annual Fraud and Forensic Accounting Education Conference. Georgia Southern University, Center for Forensic Studies in Accounting and Business. May 2013.

2013 Keynote speaker. Annual Joint Meeting. Federation of Schools of Accountancy and the Accounting Program Leaders Group. February 2013.

2013 Keynote speaker. Auditors’ obligations regarding fraud and illegal acts. Auditing Section Midyear Conference. American Accounting Association. January 2013.

Industry Conferences

2024 Association of Public Pension Fund Auditors Spring conference. April 22, 2024

2023 Moderator. Consensus sponsored by Coindesk. Austin TX. May 2023. “How to get your crypto project audit-ready”.

2023 Presenter. Taxpayers Against Fraud Lunch and Learn. Feb. 23, 2023.

“Don’t Forget About the Auditors When Investigating Fraud – How Auditors React To and May Become Whistleblower.”

2022 Panelist. Polish Agency for Audit Oversight’s Corporate Governance 2022 Conference, November 2022. “A system of rules in an age of uncertainty”.

2022 The 9th Annual OffshoreAlert London Conference London St Paul’s. October 17-18, 2022. “Normalizing Fraud: The Crazy World of Crypto” with Martin Walker and Stephen Diehl and “Tether: The Coin That Could Wreck Crypto” with Siddharth Venkataramakrishnan of the Financial Times.

2021 Interviewed by Professor Tom Ray for the CFA Society of New York/Baruch College, “What Investors Need to Know about Audits.” Focused on the Wirecard and Luckin Coffee frauds.

2019 Panel moderator. What Investors Need to Know About Audits Event. CFA Society New York. November 2019.

2018 Speaker. “Fraud happens: Case studies in auditor liability.” Accounting and Auditing Conference. California Society of CPAs. October 2018.

2018 Featured Presenter. Ignoring the fundamentals: How alternative accounting leads to market self-delusion. Grant’s Interest Rate Observer 35th Anniversary Conference. October 2018.

2018 Moderator. 2018 Leadership Conference. Congressional Hispanic Caucus Institute. September 2018.

2017 Panelist. Annual Conference. National Investor Relations Institute. June 2017.

2016 Panelist. Power breakfast: Communicating in critical times. 2016 Global Board Leaders’ Summit. National Association of Corporate Directors. September 2016.

2016 Panelist. Camp Alphaville Festival of Finance. Financial Times. London, England. July 2016.

2015 Speaker. Leveraging social media. Annual Meeting. Shareholder Services Association. July 2015.

2014 Presenter. Global fraud happens: Case studies in auditor liability. 2014 Accounting & Auditing Conference. Illinois CPA Society. December 2014.

2014 Luncheon keynote speaker. “Where are the auditors?” Williamsburg Fraud Conference. The Institute of Internal Auditors – Tidewater Chapter and Association of Certified Fraud Examiners – Hampton Roads Chapter. April 2014.

2014 Luncheon keynote speaker. Economic impact of the accounting industry. Meeting of the Hampton Roads Economic Club. Old Dominion University. April 2014.

2014 Presenter. Internal auditor liability. Annual Conference, Chicago Chapter. The Institute of Internal Auditors. Rosemont, Illinois. April 2014.

2014 Speaker. The challenge of creating and sustaining a multinational career. European Business Conference. Northeastern Illinois University. March 2014.

2014 Breakout discussion leader. Business Ethics Conference for Deans of Catholic Schools of Business. Co-sponsored by the University of St. Thomas-Houston’s Center for Faith and Culture, Center for Business Ethics, and Cameron School of Business. March-April 2014.

2014 Private webcast briefing to law firm Cooley LLP’s private company practice and its clients. March 2014.

2013 Panelist. Second Annual Symposium and Networking Reception. Women In Listed Derivatives (WILD), Chicago chapter. October 2013.

2013 Luncheon speaker. Is private litigation the only hope for the accounting profession? Annual Meeting. The Professional Liability Defense Federation. October 2013.

2013 Keynote speaker. The ethics of auditor independence and our public duty. Lunch speaker. Auditor independence, professional skepticism and auditors’ obligations when fraud happens: Case studies and examples. Accounting Education Conference. Pennsylvania Institute of Certified Public Accountants. July 2013.

2013 Speaker. Internal auditor liability: Why you should pay close attention to the Colonial Bank and Avon cases. The Institute of Internal Auditors, Augusta, Georgia chapter. June 2013.

2013 Speaker. Internal auditor liability: Why you should pay close attention to the Colonial Bank and Avon cases. Annual Conference. The Institute of Internal Auditors, Houston chapter. April 2013.

2012 Panelist with former Federal Reserve chair Paul Volcker and Financial Accounting Standards Board chair Robert Herz Ross. Roundtable on Impact of Reemergence of Consulting Practices at Major Audit Firms. New York University, Stern School of Business. November 2012.

2012 Panelist. Auditors, the board and shareholders: An evolving relationship. 66th Annual National Conference. Society for Corporate Governance. July 2012.

2012 Moderator. SEC reporting update. Compliance Week Annual Conference. June 2012.

2012 Speaker. The mystery of MF Global: How hot money and hubris caused the loss of $1.6 billion in customer funds. Annual Dinner. The Committee for Monetary Research & Education Here’s the speech. May 2012.

2012 Speaker. Milken Institute Global Conference. April-May 2012.

2012 Presenter. Auditors as whistleblowers: The auditors’ responsibility to report fraud and illegal acts. Sixth Annual Fraud and Forensic Accounting Education Conference. Georgia Southern University, Center for Forensic Studies in Accounting and Business. May 2012.