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THE DE PARTMENT OF ACCOUNTING<br />

ALUMNI AWARDS<br />

MILLER COLLEGE OF BUSINESS • BALL STATE UNIVERSITY<br />

mondAy, AprIl 29, 2013<br />

<strong>Ball</strong> state <strong>University</strong> Alumni Center


thAnK yoU<br />

to oUr Gold sponsors


THE DE PARTMENT OF ACCOUNTING<br />

ALUMNI AWARDS<br />

MILLER COLLEGE OF BUSINESS • BALL STATE UNIVERSITY<br />

Monday, April 29, 2013<br />

Opening ReMARKS<br />

Mark Myring, Chair<br />

Department of Accounting<br />

Jo Ann Gora, President<br />

<strong>Ball</strong> <strong>State</strong> <strong>University</strong><br />

Rajib Sanyal, Dean<br />

Miller College of Business<br />

DinneR<br />

pReSentAtiOn Of AwARDS<br />

Steve Riddle, Principal<br />

Litigation & Valuation Team and Entrepreneurial Team<br />

Somerset CPAs, P.C.<br />

Lifetime Achievement Award<br />

Awards of Excellence<br />

Emerging Leaders<br />

3 Under 30 Awards<br />

ClOSing ReMARKS<br />

Mark Myring


LIFETIME ACHIEVEMENT<br />

AwArdEd by THE dEpArTMENT oF ACCouNTINg,<br />

MILLEr CoLLEgE oF busINEss, bALL sTATE uNIVErsITy<br />

Tony Smith<br />

Former Partner<br />

Ernst & Young<br />

B.S. 1968<br />

Indianapolis, Indiana<br />

Tony SMiTh served as a distinguished and accomplished employee at Ernst & young for 40<br />

years until his retirement in 2010. in 1983, he became a partner, serving as a client service partner,<br />

an area industry leader, a department head, an area managing partner of assurance practice, and<br />

an area professional practice director over the next 27 years. in 2005, he founded and led the<br />

South American Capital Markets Center in São Paulo, Brazil. Even after his retirement he remains<br />

involved with Ernst & young, providing consulting for the E&y Brazil Capital Markets Center.<br />

Smith says about his professional success: "What has contributed most to my success is my<br />

experience at <strong>Ball</strong> <strong>State</strong> combined with the experience in the military during the Vietnam Era.<br />

Both changed my life. Then, you combine that with the passion to succeed and a wonderful<br />

spouse, and you have a recipe for success. i did what i did with a <strong>Ball</strong> <strong>State</strong> bachelor's degree<br />

and have dealt successfully with individuals that hold advanced degrees from highly prestigious<br />

institutions. i was very well prepared."<br />

Smith is currently serving as secretary of the Board of Trustees of the <strong>Ball</strong> <strong>State</strong> <strong>University</strong><br />

Foundation.<br />

CoNgrATuLATIoNs oN<br />

your LIFELoNg suCCEss!


George Baccash<br />

Partner<br />

PricewaterhouseCoopers, LLP<br />

B.S. 1976<br />

Ft. Lauderdale, Florida<br />

GEoRGE BACCASh has been a partner at PricewaterhouseCoopers for 14 years. he is a<br />

member of AiCPA, Florida institute of CPAs, indiana CPA Society, and Georgia Society of CPAs,<br />

and is on the FiCPA Board of Governors. he has over 37 years of tax consulting experience and<br />

has been a business and tax advisor to senior management in various industries and corporations.<br />

Baccash led a transformation team for PwC to create a team-based learning environment within<br />

the firm. Baccash also serves on the Board of Directors of the Make-A-Wish Foundation and acts<br />

as treasurer of the American Businessmen of the Gulf. he is currently leading an effort to create a<br />

unique curriculum through <strong>Ball</strong> <strong>State</strong>'s Department of Accounting in the income tax area.<br />

David Charles<br />

Partner<br />

Katz, Sapper & Miller<br />

B.S. 1979<br />

Indianapolis, Indiana<br />

AwArd oF EXCELLENCE<br />

AwArd oF EXCELLENCE<br />

DAViD ChARLES is a partner with Katz, Sapper & Miller, and is a member of AiCPA, indiana<br />

CPA Society, Medical Group Management Association, health Care Financial Management<br />

Association, and national CPA health Care Advisors Association. he is responsible for providing<br />

business, tax, and accounting advice to a wide variety of businesses and high net worth clients.<br />

Charles has effectively led KSM’s healthcare Resources Group, which has become one of the firm’s<br />

most successful and recognized practice areas. he is currently KSM’s partner-in-charge of practice<br />

development, where he oversees the development and execution of the firm’s strategic growth<br />

initiatives. he serves as treasurer of the Board of Directors for the indiana Children’s Wish Fund.


AwArd oF EXCELLENCE<br />

Mike Ray<br />

Chief Executive Officer<br />

Vera Bradley<br />

B.S. 1983<br />

Fort Wayne, Indiana<br />

MiKE RAy has been the chief executive officer of Vera Bradley Designs, inc. since 2007. Under<br />

his leadership, Vera Bradley has grown into a publicly traded company that employs more than<br />

2,000 workers at 56 stores and 3,300 specialty retailers. Ray provides the board of directors with<br />

an in-depth knowledge of products, industry, challenges and opportunities, and he communicates<br />

management's perspective on important matters. he is a board member of the Riley Children's<br />

Foundation in indianapolis.<br />

EMErgINg LEAdEr<br />

Travis Chamberlain<br />

Partner<br />

CliftonLarsonAllen, LLP<br />

B.S. 1998<br />

Indianapolis, Indiana<br />

TRAViS ChAMBERLAin has 15 years of experience in providing valuation, forensic<br />

accounting, and financial modeling services to a variety of publicly-traded and privately-held<br />

companies. he performs valuations of businesses, intangible assets, derivatives, and various other<br />

instruments, including securities in complex capital structures. Chamberlain speaks nationally on<br />

valuation topics to professional and industry organizations and has authored several articles for<br />

professional journals. he is currently serving on the AiCPA Valuation of Private Equity Securities<br />

task force, which is rewriting the AiCPA practice guide valuation of privately-held-company<br />

equity securities issued as compensation.


John Scudder<br />

Issues & Appeals Associate<br />

Jones Day<br />

B.S. 1999<br />

Cleveland, Ohio<br />

John SCUDDER is an issues and appeals associate at Jones Day and is a member of AiCPA.<br />

Scudder has written three articles published in the harvard Law Review and has won two appeal<br />

cases on behalf of pro-bono clients in the U.S. Court of Appeals for the Seventh Circuit. he has<br />

recently assisted with Vera Bradley's transition from a private to public company, and prepared the<br />

company's first annual and quarterly filings with the Securities and Exchange Commission. he is a<br />

member of the <strong>Ball</strong> <strong>State</strong> <strong>University</strong> Department of Accounting's young Alumni Advisory Council<br />

and is a Junior Achievement volunteer.<br />

Richard Wittgren<br />

Senior Manager<br />

BKD, LLP<br />

B.S. 1996<br />

Indianapolis, Indiana<br />

EMErgINg LEAdEr<br />

EMErgINg LEAdEr<br />

RiChARD WiTTGREn is a senior manager at BKD with more than 16 years of experience<br />

with the not-for-profit and public sectors. he has performed and supervised numerous audits and<br />

provided services such as financial statement redesign and technical research. he instructed courses<br />

in accounting requirements for alternative investments, auditing student financial aid <strong>program</strong>s,<br />

the FASB not-for-Profit Advisory Committee, and various other technical topics. Wittgren also<br />

serves as technology coordinator for central indiana’s not-for-profit and government team. he<br />

is a member of AiCPA and indiana CPA Society. Wittgren serves on the boards of volunteers of<br />

America of indiana and the hancock hope house.


3 uNdEr 30 AwArd<br />

Brian Dingman<br />

Manager<br />

London Witte & Company, LLP<br />

B.A. 2004<br />

Indianapolis, Indiana<br />

BRiAn DinGMAn is a manager at London Witte & Company, LLP. he is a member of AiCPA<br />

and indiana CPA Society. Dingman has assisted in the creation of an internal education <strong>program</strong><br />

for staff accountants at London Witte & Company, and presented at a conference for health<br />

insurance consulting firms. he is involved with habitat for humanity.<br />

3 uNdEr 30 AwArd<br />

George 'Bud' Graessle<br />

Manager<br />

PricewaterhouseCoopers, LLP<br />

B.S. 2005, M.S. 2006<br />

Indianapolis, Indiana<br />

BUD GRAESSLE manages more than 20 separate clients for PricewaterhouseCoopers. he is<br />

a member of AiCPA and indiana CPA Society. At PricewaterhouseCoopers, he works closely<br />

with clients, interacting with various teams and learning how to manage different styles. he also<br />

volunteers with Special Projects Council, The Children's Museum of indianapolis, and the <strong>Ball</strong><br />

<strong>State</strong> <strong>University</strong> Department of Accounting's young Alumni Advisory Council.


Megan Reed<br />

Manager<br />

Deloitte & Touche<br />

B.S. 2005<br />

Chicago, Illinois<br />

3 uNdEr 30 AwArd<br />

MEGAn REED is a manager in Deloitte & Touche LLP’s advisory practice. She has more than<br />

seven years of experience providing business risk consulting and audit services to companies<br />

primarily in the insurance industry, including internal audit co-sourcing, internal controls<br />

consulting, and regulatory and risk strategy consulting services. Currently, Reed serves as the lead<br />

engagement manager for two of the top 25 insurance companies in the U.S., overseeing the D&T<br />

resources across multiple geographies and serving as the day-to-day interface between the client<br />

stakeholders and D&T project teams. in addition to her client service role, Reed was accepted<br />

into D&T’s Management Development Program and currently holds an internal role supporting<br />

the D&T U.S. insurance Sector leadership team.<br />

Know someone who deserves to be highlighted<br />

at the next Accounting Alumni Awards?<br />

Nominate accounting alumni and read about the past winners online at<br />

www.bsu.edu/accounting. Go to "Alumni and Friends" and click on "Accounting<br />

Alumni Awards".<br />

Questions: Contact Teresa Kennedy at tlkennedy@bsu.edu or 765-285-5100.<br />

the 5th AnnuAl ACCOunting AluMni<br />

AwARDS DinneR will be<br />

MOnDAy, ApRil 28, 2014<br />

bAll StAte AluMni CenteR<br />

See yOu theRe!


goLd spoNsor<br />

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in numbers.<br />

3,000 clients | 45 states | 140 employees<br />

DOZ is a proud sponsor of the<br />

4th Annual Accounting Alumni Awards.<br />

Congratulations to tonight’s award recipients and honorees.<br />

www.doz.net 866.848.5700<br />

Tim Doyle, CPA<br />

Principal - Recruiting<br />

317.819.6109<br />

tdoyle@doz.net<br />

For more information about DOZ, visit www.doz.net or contact:<br />

Jeff Lathrop, CPA<br />

Principal – Audit<br />

317.819.6137<br />

jlathrop@doz.net<br />

2011 Emerging Leader<br />

B.S. 2000, M.S. 2001<br />

Amy Ring, CPA<br />

Senior Manager- Audit<br />

317.819.6126<br />

aring@doz.net<br />

2011 Top 3 Under 30<br />

B.A. 2005


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broNzE spoNsor<br />

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Crowe Horwath LLP is an independent member of Crowe Horwath International, a Swiss verein. Each member firm of Crowe Horwath International<br />

is a separate and independent legal entity. Crowe Horwath LLP and its affiliates are not responsible or liable for any acts or omissions of Crowe<br />

Horwath International or any other member of Crowe Horwath International and specifically disclaim any and all responsibility or liability for acts or<br />

omissions of Crowe Horwath International or any other Crowe Horwath International member. Accountancy services in Kansas and North Carolina<br />

are rendered by Crowe Chizek LLP, which is not a member of Crowe Horwath International. © 2013 Crowe Horwath LLP ES14201


oNzE spoNsor<br />

CONGRATULATIONS TO INCPAS MEMBERS!<br />

With more than 8,000 members, the<br />

Indiana CPA Society has been the lifelong<br />

professional home of Indiana's leading CPAs<br />

since 1915.<br />

The society is dedicated to advancing the CPA<br />

profession in Indiana and proudly supports the<br />

outstanding accounting <strong>program</strong>s at Indiana's<br />

colleges and universities.<br />

broNzE spoNsor<br />

enhAnCinG The ProfessionAL<br />

sUCCess of oUr memBers<br />

3 Under 30 AwArds<br />

Brian dingman, CPA<br />

George Graessle, CPA<br />

emerGinG LeAders AwArds<br />

Travis Chamberlain, CPA<br />

richard wittgren, CPA<br />

AwArds of exCeLLenCe<br />

George Baccash, CPA<br />

david Charles, CPA<br />

LifeTime AChievemenT AwArd<br />

Tony smith, CPA


verabradley.com<br />

goLd spoNsor<br />

13-105-0428_Ray_Alumni_Awards_ad_2.indd 2 4/17/13 11:02 AM<br />

© 2013 Vera Bradley Designs, Inc.


oNzE spoNsor<br />

earned excellence:<br />

The Best Business<br />

schools in the world<br />

MILLEr CoLLEgE oF busINEss dEpArTMENT oF ACCouNTINg<br />

Miller College of Business emphasizes a<br />

blend of advanced and up-to-the-minute<br />

classroom instruction with the kind of learning<br />

for which <strong>Ball</strong> <strong>State</strong> <strong>University</strong> is known.<br />

Students from all business disciplines interact<br />

regularly with professionals who share not only<br />

their expertise but also their problems, leading<br />

to solution-building strategies. We emphasize<br />

immersive learning and internships for the experience<br />

and connections they provide.<br />

Learn more: www.bsu.edu/business<br />

expeRienCe<br />

+SuCCeSS<br />

Accounting graduates are in high demand by<br />

public accounting firms, private corporations,<br />

and government agencies. <strong>Ball</strong> <strong>State</strong>'s<br />

high-quality, accredited undergraduate and<br />

graduate accounting <strong>program</strong>s are reflected in<br />

our graduates' degrees. Our students and faculty<br />

have an impact that goes beyond their own lives<br />

and campus through faculty research, service<br />

projects, student organizations, internships, and<br />

field study opportunities.<br />

Learn more: www.bsu.edu/accounting


2012-2013 ACCouNTINg AdVIsory CouNCIL<br />

Michael E. Farmer '88<br />

Alerding and Company, LLC<br />

Michael (Mike) gaither '85<br />

simon property group, Inc.<br />

william (bill) gerke '77<br />

Crowe Horwath, LLp<br />

stephanie Harte '89<br />

CTs Corporation<br />

James (Jim) Hummel '89<br />

Cinergy Corporation<br />

randolph d. Lamberjack '82<br />

Noble Consulting services, Inc.<br />

2012-2013 youNg ALuMNI AdVIsory CouNCIL<br />

Laura Anderson '09, '10<br />

oneAmerica<br />

Nicole bauer '04<br />

Cummins<br />

John bireley '03, '04<br />

Crowe Horwath, LLp<br />

dexter blackmon '01, '02<br />

defense Finance and<br />

Accounting service (dFAs)<br />

Krista (Mitts) booma '06, '07<br />

shepard, schwartz, & Harris,<br />

LLp<br />

preston brown '99<br />

united states southern<br />

operation Command<br />

Timothy (T.J.) bush '05, '06<br />

whitinger & Company, LLC<br />

Trent Carnes '10, '11<br />

deloitte & Touche, LLp<br />

Adlai Chester '02, '03<br />

Mainstreet property group<br />

Christopher Cobb '03, '04<br />

Vera bradley<br />

Lori Luther '89<br />

Iu Health ball Memorial<br />

Hospital<br />

david (dave) Mcdaniel '81<br />

sikich<br />

Larry Metzing '70<br />

Indiana business resource, Inc.<br />

ryan Myers '00, '01<br />

Cummins<br />

Larry E. Nunn<br />

Larry E Nunn & Associates<br />

CpAs, LLC<br />

Trenton Conway '11<br />

Kory dickerson '01<br />

wellpoint<br />

danielle Lewis (dowd) '06, '07<br />

Clifton gunderson<br />

Marques Fisher '10, '11<br />

renée Fortman '06, '07<br />

Ernst & young, LLp<br />

gary Friend '10, '11<br />

bucheri, McCarty, and Metz<br />

george (bud) graessle '05, '06<br />

pricewaterhouseCoopers<br />

Nancy (giesman) Harp '03<br />

Clemson university<br />

Justin Hayes '05, '07<br />

Katz, sapper & Miller, LLp<br />

Heather Krock (Heal) '09, '10<br />

Hains, Isenbarger & skiba, LLp<br />

Amy (whyde) Hole '06, '08<br />

defense Finance and<br />

Accounting service (dFAs)<br />

Lawrence (Larry) b. palmer '80<br />

Lauth property group<br />

steven (steve) riddle '80<br />

somerset CpAs, p.C.<br />

stacey sunderman '99<br />

Katz sapper & Miller, LLp<br />

risha Huff '02<br />

Adesa<br />

Jessica (bissell) Hurst '10, '11<br />

CNo Financial group<br />

Matt Johnston '10, '11<br />

baldwin & Lyons<br />

ryan Jones '04<br />

pricewaterhouseCoopers<br />

suzanne Kadinger '99<br />

The Community Foundation of<br />

Muncie & delaware County, Inc<br />

Joseph Kalule '10, '11<br />

Ernst & young LLp<br />

Jeremy Klonowski '03, '05<br />

somerset CpAs, p.C.<br />

Jeffrey Lathrop '00, '01<br />

dauby o'Connor & zaleski<br />

James Liechty '06, '07<br />

Ernst & young LLp<br />

Aaron Lindenschmidt '10, '11<br />

bKd


CoNTINuEd: youNg ALuMNI AdVIsory CouNCIL<br />

brandon Lucas '10, '11<br />

somerset CpAs, p.C.<br />

Jacob McAdams '07, '08<br />

Ernst & young LLp<br />

Alison Mcdivitt '06, '07<br />

Covance<br />

Andrew Mcguire '09<br />

pricewaterhouseCoopers<br />

Chris Melling '03, '04<br />

Covance<br />

ron Melling '98<br />

Crowe Horwath LLp<br />

Amy (reuter) Newport '04<br />

republic Airways Holdings, Inc.<br />

Amy (scholer) Norris '04<br />

saint-gobain Containers/Verallia<br />

rachel ogden '04<br />

Lincoln Central Neighborhood<br />

Family Center<br />

Jason (J.d.) owens '10, '11<br />

ball state university<br />

Justin patterson '06<br />

American Addiction Centers<br />

Kara polston '09, '10<br />

dauby o'Connor & zaleski<br />

Justin proctor '08, '10<br />

bKd<br />

Joe randolph '06, '07<br />

Functional pathways<br />

Megan reed '05<br />

deloitte & Touche, LLp<br />

sarah (Enneking) reisman '03<br />

Hillenbrand Inc.<br />

Corey ruble '06, '07<br />

Hurco Companies, Inc.<br />

sarah (burrell) ruble '06, '07<br />

Herff Jones<br />

Jason sanders '01, '02<br />

defense Finance and<br />

Accounting service (dFAs)<br />

sara sandifer '10<br />

pricewaterhouseCoopers<br />

Amanda (pitner) schroeder<br />

'04, '05<br />

Consumers Energy<br />

Joe schroeder '03, '04<br />

Michigan state university<br />

John scudder '99<br />

Jones day<br />

Timothy shoulders '02<br />

belden Inc.<br />

Josh sickler '02, '03<br />

sikich<br />

Janine siefert '07, '08<br />

pricewaterhouseCoopers<br />

Andrew skillman '07<br />

Estep*doctor & Company, pC<br />

Larron smith '11, '12<br />

Crowe Horwath, LLp<br />

brooke (brown) solis '01, '02<br />

City real Estate Advisors, Inc.<br />

briana stone '09, '10<br />

Mountjoy, Chilton & Medley<br />

Ann (Henry) sullivan '05<br />

scott sylte '05<br />

wyndham worldwide/rCI<br />

Casse (wert) Tate '04, '05<br />

Katz, sapper & Miller, LLp<br />

Jonathan Thomas '07, '08<br />

Miller CpA group<br />

Cassie Thullen '07<br />

deloitte & Touche, LLp<br />

sarah (bauer) Vance '03, '04<br />

Cummins<br />

Erin wagoner '04<br />

Katz, sapper & Miller, LLp<br />

sherry (Herlitz) walters '01, '02<br />

shepard, schwartz, & Harris LLp<br />

ben weesner '99<br />

KAr Auction services<br />

Erin (Heichelbech) weesner '99<br />

Hurco Companies, Inc.<br />

stephanie wendel '10, '11<br />

Tiffany westfall '03, M '04<br />

university of Nebraska<br />

Jackie (Matyk) whitis '03<br />

Healthspring<br />

shawn williams '02<br />

blue and Co., LLC<br />

Trent wilson '09, '10<br />

dauby o'Connor & zaleski<br />

GeT involveD WiTh BAll STATe'S DepARTMenT of ACCounTinG!<br />

www.bsu.edu/accounting


depArtment of ACCoUntInG<br />

fACUlty And stAff<br />

Mark Myring, Chair<br />

Kenneth Bantz<br />

Richard Culp<br />

James Duncan<br />

Dennis Hickle<br />

Bhagwan Khanna<br />

John Ledbetter<br />

Christopher Luchs<br />

Jason Owens<br />

James Schmutte<br />

Vicki Shipley<br />

Lee Sun<br />

Lucinda Van Alst<br />

Gwendolen White<br />

Teresa Kennedy,<br />

Administrative Coordinator


sAVe the dAte<br />

for the next ACCoUntInG AlUmnI AwArds!<br />

mondAy, AprIl 28, 2014<br />

BAll stAte AlUmnI Center<br />

Whitinger Business Building, room 303<br />

2000 W. <strong>University</strong> Ave., Muncie, IN 47306<br />

765-285-5100 • accounting@bsu.edu<br />

www.bsu.edu/accounting

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