Academic Appointments
Full-time Lecturer, The Wharton School · University of Pennsylvania July 2022 – Present
- A full-time 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
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 Matteo Tonello, Conference Board, and Jason Schloetzer, Georgetown University.
“Economic Consequences of Auditor Reputation Loss: Evidence from the Audit Inspection Scandal”
- with Pevzner, Mikhail; Sheneman, Amy; and Zach, Tzachi. Working paper
“Corruption in the Auditor Inspection Process: The Case of KPMG and the PCAOB”
- with Pevzner, Mikhail; Sheneman, Amy; and Zach, Tzachi. Working paper for a teaching case
“Have Advanced Degrees Increased Ethical Professionalism for Auditors?”
- Chap. 21 in The Routledge Handbook of Accounting Ethics. Taylor, Eileen Z., and Paul F. Williams, eds. Routledge, 2020.
Guest Lectures
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. Eastern Illinois University. March 2012.
2011. James Madison University. November 2011.