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Accounting Standards Expert Witness


Expert No. 2916

Connecticut

Education

Ph.D., 1995, The University of North Carolina at Chapel Hill.  Major Field: Accounting.  Minor Fields: Tax and Economics.

Master of the Arts, December, 1986, The University of Kentucky.  Major Field: International Business.  Minor Field: Doing Business in Asia.

Bachelor of Science, December, 1982, Brigham Young University.  Major Field: Accounting.  Minor Fields: Business Administration and Asian Studies.

Publications

Available upon request.

Teaching and Training Experience

Tulane University (2004-present).  Teach MBA core accounting course, equity analysis, and tax factors in business decisions.

Columbia University (2008).  As an adjunct professor, taught accounting in the Executive MBA Program.  Mean overall teaching rating: 5.0 out of 5.0 (130 students).

Columbia University (1995 2003).  Teach MBA core accounting course and teach the primary tax elective course at Columbia Business School.

Yale University (2001).  Teach MBA tax elective course at Yale School of Management.

The University of North Carolina (1994).  Taught two sections of Taxes and Business Strategy to students in the Masters of Accounting program.     

The University of Kentucky (1985 1986).  Taught financial accounting.   

Morgan Stanley, New York, New York (1999 present).  Provide accounting training services in FID Analyst Summer Program each year.  Provide ModelWare and valuation training for the ModelWare Client Solutions and Sales Group.  Provide accounting, valuation, and modeling training services for Global Equity Research on an on-going basis.

Lehman Brothers, Jersey City, New Jersey (2006-2008).  Provide accounting, valuation, and capital structure training for analysts and associates in various divisions.

Citigroup, New York, New York (2008).  Provide accounting training services in the Analyst summer program.

Morgan Stanley, Mumbai, India (2006).  Provide accounting, financial statement analysis, valuation, credit analysis, and capital structure training for equity research associates.

BNP Paribas, New York, New York (2006).  Provide accounting, valuation, and finance training for analysts.

Computer Sciences Corporation, New York, New York (1999 2001).  Teach financial accounting to new management consultants.

National Professional Education, Coopers & Lybrand (April, 1991 to August, 1991).  Developed tax courses and taught national education courses throughout the country.  On a contract basis, I continued to occasionally teach courses from 1991 1995. 

Expert Witness and Business Experience

Available upon request.

Chaired Positions

Available upon request.

Honors and Awards

Tulane University Professional MBA Teaching Excellence Award, Class of 2008.  Honored by the graduating class of 2008 for teaching superiority.

Tulane University Teaching Honor Roll 2007.  Selected as the top professor for the Master's of Accounting program.

Tulane University Teaching Honor Roll 2007.  Selected as the top professor for the MBA core courses.

Tulane University Executive MBA Teaching Honor Roll 2007.  Selected as the top professor for the Executive MBA program.

Tulane University Teaching Honor Roll 2006.  Selected as the top professor for the Master's of Accounting program.

Tulane University Teaching Honor Roll 2004.  Selected as the top MBA professor for both core and elective courses.

Singhvi Teaching Award for Scholarship in the Classroom 1999.  Selected by the graduating Columbia Business School Class of 1999 as the top professor in their MBA program.

Columbia Business School Dean'ôs Annual Teaching Award 1998.  Selected for excellence in teaching the core accounting MBA course.
  
Price Waterhouse Tax Fellowship 1998.  Awarded on a competitive basis to two professors in the United States each year.

Kenan Flagler Business School Outstanding Ph.D. Student Award 1995.  Selected as the top Ph.D. student at the Kenan Flagler Business School.

Kenan Flagler Business School Ph.D. Program Teaching Award 1994.  Selected for excellence in teaching based on student evaluations and nominations.

Doctoral Fellowship, Deloitte and Touche, 1993 1994.  Awarded on a competitive basis to ten accounting doctoral students nationwide.

American Accounting Association Doctoral Consortium Fellow, 1993.

Doctoral Scholarship, KPMG Peat Marwick, 1992.  Awarded on a competitive basis to ten second year accounting doctoral students nationwide.

Doctoral Fellowship, AICPA, 1991.  Awarded on a competitive basis to a select number of new doctoral students in accounting.   

Portable Doctoral Fellowship, AACSB, 1991.  Awarded on a competitive basis to fifteen new doctoral students in business.

William R. Kenan Fellowship, UNC Graduate School, 1991 1994.  Awarded on a competitive basis to twelve new doctoral students in the University.

Presidential Fellowship, University of Kentucky, 1985 and 1986.  Awarded on a competitive basis to ten graduate students in the University.

Summa Cum Laude, Brigham Young University, 1982.  Awarded to students with grade point averages in the top one percent of the class.

Guest Lectures

Available upon request.

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