School of Accountancy 2015 Newsletter

School of Accountancy 

2015 Newsletter 

Mizzou School of Accountancy’s traditions of 

Excellence and Giving flourish 

Hannah Miles (BSAcc, MAcc, 

2014), EY – St. Louis, winner 

of 2014 AICPA Elijah Watt 

Sells Award 

Nathan Hutson (BSAcc, MAcc, 

2012), RubinBrown – St. Louis, 

winner of 2013 AICPA Elijah 

Watt Sells Award 

Mizzou alumni Bob and Sally Robuck 

establish generous scholarship endowment 

for Accountancy students at Mizzou 

RubinBrown establishes named 

faculty position at Mizzou

Message from the Director 

Dear School of Accountancy Alumni and Friends: 

Greetings from the University of Missouri! It’s been a fantastic year at Mizzou 

and I am writing to update you on our activities and accomplishments during 

2014-2015. 

We have had several notable events/accomplishments during this academic year, 

including: 

• hiring of three tenure-track faculty 

• hiring/replacement for three staff positions 

• another excellent year of research productivity for Mizzou accountancy faculty, 

including publication in top-tier and highly-regarded research journals 

• several high-profile, value-added professional development events for our students 

• generous support from alumni and firms, including new scholarship 

endowments from Bob and Sally Robuck, John and Peg Slusher, and Ken 

Stone, as well as a new named faculty position from RubinBrown 

• a comprehensive curriculum review and AACSB learning 

assessments subsequent to recent reaccreditation. 

Our faculty accomplishments are detailed on pages 4-9. Our faculty consistently publish 

in top-tier journals (as evidenced in BYU’s accounting research rankings and Academic 

Analytics research productivity metrics, among others), engage in high quality teaching, 

and maintain high levels of service to both the academic and professional accounting 

communities. The School’s 150-hour and graduate programs are continuing their 

remarkable progress. The quality of our programs are affirmed in a variety of rankings and 

other even more important metrics such as faculty research productivity, student quality, 

internships/placements, alumni support, and accounting firms’ support/involvement. 

Professional development opportunities for our students, faculty, and alumni are also 

extensive. Many of these are described and pictured in this newsletter, including: 

• the Orin Ethics Symposium featuring former US Representative Mike 

Oxley, co-author of the Sarbanes-Oxley legislation (pages 15-22) 

• a talk by Brown Smith Wallace tax managing partner (and Mizzou grad) Marty Doerr 

to our 2014 admit class on accounting careers and the profession (pages 37-39) 

• a keynote address to our 2015 graduating class by PwC Missouri 

Market Leader (and Mizzou grad) John Tvrdik (pages 40-43) 

• a keynote address to our 2015 Beta Alpha Psi initiates by Deloitte 

Tax Partner (and Mizzou alum) Scott Picker (pages 47-48) 

• case competitions conducted by CBIZ MHM, Deloitte, KPMG, and PwC (pages 49-50) 

• guest lectures by several professionals such as Boyd Behnke and David Swiney (KPMG); 

Kreg Brown (EKS&H); Brett Lewis and Jim Burton (Grant Thornton); Chris Barbee 

(PwC); Jim Grimes (RubinBrown) and so many other individuals and firms (including 

those who attended Professor-for-a-day events during Business Week in the Spring). 

Our student organizations (pages 23-26) continue their strong linkages with the professional 

community. Our employer and donor support continue to be impressive. For example, we have several 

named faculty positions such as those for BKD, Brown Smith Wallace, CBIZ MHM, Deloitte, EY, 

2 

School of Accountancy

KPMG, Missouri Society of CPAs, Nikolai, PwC, Williams Keepers, and now RubinBrown (page 14). 

Combined with new and existing student scholarship support from accounting firms and private 

donors (pages 14 and 27-28), they provide the sustenance for our operations and expansion. 

On the hiring side, we are pleased to welcome three new faculty to our ranks: Feng Chen (from 

University of Toronto), Brant Christensen (Texas A&M), and Roy Schmardebeck (Arkansas). 

We are also in place to expand our faculty size by utilizing the proceeds of a specially approved 

accountancy program fee. This expansion will likely begin next year. We also have three excellent 

staff appointments/promotions: Koni Daws’ promotion to Director of 150-hour & Master’s programs 

in Accountancy; Shannon Ferguson’s appointment as Assistant Director of 150-hour & Master’s 

programs in Accountancy; and Shawn Pallardy’s appointment as Administrative Associate for the 

School of Accountancy. I am pleased to welcome all our new hires – and look forward to many years of 

productivity and excellence from them! 

Our faculty aims at excellence in all three dimensions of academic performance: teaching, research, 

and service. At the same time, each faculty member plays to his/her strengths, resulting in an excellent 

team performance. The wide-ranging successes of our students and alumni are evidence of the high 

quality, well-rounded processes that our faculty employ in conjunction with the high quality “inputs” 

that we have in the form of our student admits, alumni support, and staff resources. As I begin my 

25th year at Mizzou, a salient observation that I would make from my tenure here would pertain to the 

exquisite balance and coordination across our people (faculty, staff, alumni, and students), programs 

(undergraduate, Master’s, and doctoral), and opportunities for professional development. 

As I travel the country and observe a variety of programs, I would also say that this abiding attention 

to balance, consistency, quality, and cost is what differentiates and defines Mizzou so well. As 

indicated in the cover of this newsletter, such attention clearly pays dividends in the form of student 

excellence (e.g., two consecutive years of AICPA Elijah Watt Sells Awards for performance on the 

CPA exam – Nathan Hutson for 2013 and Hannah Miles for 2014) and in the cycle of alumni giving 

(e.g., Bob and Sally Robuck scholarship endowment, RubinBrown named faculty position, John and 

Peg Slusher’s and Ken Stone’s most recent scholarship endowments). 

To maintain and to continue to enhance our activities, I request your continued support. Your 

financial contributions toward supporting faculty research and teaching as well as student scholarships 

would be greatly appreciated. You can make a financial contribution by filling out the “Alumni 

& Friends Update” form at the end (inside back cover) of this newsletter. In addition, I ask that you 

please stay in touch with us. You can send us information by e-mail to accountancy@missouri.edu. 

You can also visit us our home page at http://accountancy.missouri.edu. Our Facebook page at 

https://www.facebook.com/MizzouAccountancy continues to grow with event pictures, memories, 

and the Mizzou Tigers’ school spirit! In addition, our Twitter and LinkedIn pages are also active (at 

https://twitter.com/MizzouAcct and “University of Missouri School of Accountancy” respectively). 

Please “like” or “follow” or “join” us on these social media! 

On behalf of the faculty and staff of the School of Accountancy at Mizzou, I wish you all a great 

2015-2016! Thanks for your support. 

Best Regards, 

Vairam Arunachalam 

Director, School of Accountancy 


3

Faculty Activities 

Vairam Arunachalam (PhD, Illinois ’91), Director of 

the School of Accountancy & PricewaterhouseCoopers 

/ Joseph A. Silvoso Distinguished Professor, continues 

his teaching in the area of Forensic Accounting and 

Fraud Examination. In addition, he helps coordinate 

and organize the Orin Ethics Symposium, Dawdy Speaker 

Series, and several other educational forums for students, 

professionals, alumni, and faculty. This past year, 

Professor Arunachalam completed his service as a member 

of the Board of Directors of the Missouri Society of CPAs 

(MSCPA) and continued his service as a member of the 

University of Illinois’ Accountancy Advisory Board. In 

addition, he commenced his term as a member of the 

Board of Regents of the Institute of Certified Management 

Accountants. Professor Arunachalam also continues to 

serve as a member of AACSB accreditation review teams 

and will be serving as chair of accounting accreditation 

review teams in both 2016 and 2017. This past year, he had 

an article published in International Journal of Management 

Accounting Research, in addition to recent publications 

in Journal of Information Systems, Journal of Vocational 

Behavior, and Journal of Forensic & Investigative Accounting. 

Billie Cunningham (PhD, North 

Texas ’80), EY Teaching Scholar and 

teaching professor. Professor 

Cunningham currently teaches the first 

undergraduate elementary accounting 

course and the MBA Accounting for 

Managers course. She continues to serve 

as the advisor to Beta Alpha Psi. She serves on the editorial 

board of Issues in Accounting Education and the editorial 

advisory board of Accounting Education: An International 

Journal. Cunningham continues to serve as chair of the 

School of Accountancy’s 150-Hour Program Policy 

Committee. She currently serves as a member of the 

University of Missouri Student Success Working Group 

and is on the Steering Committee for the American 

Accounting Association’s Conference on Teaching and 

Learning in Accounting. 

Jere R. Francis (PhD, University of 

New England, Australia ’82), is 

the Curators’ Professor, Trulaske Chair, 

and Director of the Accountancy Ph.D. 

program. He teaches doctoral research 

seminars and the School’s 5th year 

capstone course, Accounting & Strategic 

Financial Analysis, a case-based course that inter-relates 

corporate strategy, accounting, financial analysis, and 

business valuation. During the 2014-15 academic year, 

Professor Francis published papers in The Accounting 

Review, Contemporary Accounting Research, and Auditing: A 

Journal of Practice & Theory. He also presented his research 

at the annual meeting of the American Accounting 

Association and the European Auditing Research 

Symposium. Professor Francis serves on the editorial 

board of The Accounting Review, Review of Accounting 

Studies, and Auditing: A Journal of Practice & Theory. 

Matt Glendening (PhD, University of 

Iowa ’12), an assistant professor, 

continues to teach intermediate financial 

accounting. He also teaches an 

international accounting course that 

concludes with a student trip to London, 

UK. Professor Glendening’s research 

interests pertain to the areas of financial reporting and 

disclosure. His current research examines the implications 

of corporate financial reporting for the efficiency of firm 

investments in innovation. He is an active member of the 

American Accounting Association (AAA) and has served as 

a reviewer and presenter at the AAA annual meeting. 

Kristen Hockman (MAcc, University 

of Missouri ’00), Assistant Teaching 

Professor and Williams-Keepers 

Teaching Scholar, continues to teach 

Computer-Based Data Systems, 

Governmental Accounting, and 

Advanced Auditing. She also taught 

Accounting Information Systems this past school year. She 

continues to serve as the Course Coordinator for the 

Computer-Based Data Systems course, which typically 

offers 14 sections each semester. She acts as an instructor 

and mentor to approximately 30 Trulaske College of 

Business students during their summer internships. 

Professor Hockman is the Campus Coordinator for the 

Becker CPA Review course. In this role, she informs 

students about the CPA Exam, assists students with the 

CPA Exam application process, schedules the review 

classes, instructs an online section of the review course for 

Mizzou students each semester, and provides students with 

support and guidance as they prepare for the CPA Exam. 

She is a member of the American Accounting Association, 

the Missouri Society of Certified Public Accountants, and 

the Government Finance Officers Association. 

4 School of Accountancy

Inder Khurana (PhD, Arizona State 

University ’89), KPMG/Joseph A. 

Silvoso Distinguished Professor, taught 

the international accounting seminar in 

the Ph.D. program and the capstone 

course focusing on business strategy, 

financial statement analysis, and 

valuation in the 150-hour accountancy program during 

the past academic year. Several of his research papers were 

presented at the annual meetings of the American 

Accounting Association (AAA) and the European 

Accounting Association and the Mid-year meetings of the 

AAA. These papers are in the financial and auditing areas. 

He is currently working on examining the efficacy of audit 

quality indicators identified in the Public Company 

Accounting Oversight Board (PCAOB) issued concept 

statement. His coauthored paper titled “State Pension 

Liabilities and Credit Assessments” is forthcoming in 

Accounting Horizons. 

Kyonghee Kim (PhD, Pittsburgh, ’05), 

Assistant Professor, CBIZ MHM 

Faculty Scholar. Professor Kim’s 

teaching interests are in financial and 

managerial accounting. She currently 

teaches cost and managerial accounting 

course. Her research focuses on 

incentive compensation design, corporate voluntary 

disclosure and financial reporting, and corporate 

governance. She has published in scholarly journals such as 

Journal of Accounting and Economics, The Accounting Review, 

Journal of Management Accounting Research, Journal of 

Business Finance & Accounting, Journal of Corporate Finance, 

and The Financial Review. Her paper published in Journal of 

Management Accounting Research received the best paper 

award from the journal for the year 2012. She is an active 

member of the American Accounting Association and 

Missouri Society of Certified Public Accountants. She also 

serves as an ad hoc reviewer to journals, such as The 

Accounting Review, Journal of Corporate Finance, Journal of 

Banking and Finance, and The Financial Review. 

Penny Kleen, (PhD University of 

Missouri-Columbia, 1996), assistant 

teaching professor, joined the faculty in 

2007 after serving as a visiting professor 

at MU for a few years. Professor Kleen 

enjoys teaching Financial Accounting 

Theory & Practice I, II, and III to the 

accounting majors and Financial Accounting Concepts to 

the finance majors. She continues to serve as the faculty 

advisor to the Association of Accountancy Students (AAS), 

serving since 2009. 

Elaine Mauldin (PhD, Nebraska ’97), 

is an associate professor and the BKD 

Professor. She teaches Accounting 

Information Systems and IS Control & 

Assurance. Professor Mauldin also 

conducts research in auditing and 

corporate governance. For example, this 

year her project examining CFO versus audit committee 

influence on audit fees was published in The Accounting 

Review and her project examining risk committees and 

audit fees was accepted for publication in Auditing: A 

Journal of Practice & Theory. She has published papers in 

other leading accounting journals such as Journal of 

Accounting & Economics, Contemporary Accounting Research, 

Journal of Information Systems, and Accounting Organizations 

& Society. She is also serving the profession as a member of 

the American Accounting Association’s (AAA) Council 

and Strategic Task Force. In addition to serving as a 

reviewer for various journals, Professor Mauldin is an 

editor for The Accounting Review. 

Stevie Neuman (PhD, Texas A&M 

University ’14) is an assistant professor 

and the Brown Smith Wallace Faculty 

Scholar. She teaches Introduction to 

Taxation to junior and senior 

accountancy students. Her research 

interests are primarily directed at 

investigating aspects of firms’ tax strategies, as well as 

firms’ tax risk. Specifically, Professor Neuman is interested 

in the determinants of tax strategy choice, the properties 

of sustainable tax avoidance, and the measurement of 

firms’ tax risk. She has published her research in 

Contemporary Accounting Research. Professor Neuman is an 

active member of the American Accounting Association 

and American Taxation Association, presenting her work 

and serving as a reviewer and discussant at both the annual 

and tax-section meetings during the 2014-2015 academic 

year. She enjoyed becoming acquainted with the faculty, 

staff, students, alumni, and accounting professionals 

associated with Mizzou during her first year. 


5

Faculty Activities 

Nate Newton (PhD, Texas A&M 

University ’13), is an assistant professor 

and the Missouri Society of CPAs 

Faculty Scholar. He teaches Auditing 

Theory and Practice I. His research 

interests relate to current issues facing 

the audit profession. In a previouslypublished 

paper, he investigated how local competition 

among audit firms influences the likelihood of client 

restatements. Continuing that line of research, he is 

currently exploring how competition affects opinion 

shopping, internal control problems, and the potential for 

earnings management. He is active in the American 

Accounting Association (AAA) and presented two of his 

studies at AAA meetings this year. In addition, he has 

served as a moderator, reviewer, and discussant at AAA 

meetings and a reviewer for the AAA’s publications, 

Auditing: A Journal of Practice and Theory and Accounting 

Horizons. Professor Newton has also attended events 

hosted by the Missouri Society of CPAs and the Missouri 

Association of Accounting Educators and has enjoyed 

interacting with other Missouri accounting professionals 

and educators. 

Raynolde Pereira (PhD, Arizona ’01) 

is the Andersen/Silvoso Professor. He 

teaches in the area of taxation and 

financial reporting. His research 

interests primarily involve corporate tax, 

accounting and disclosure quality, and 

international accounting and auditing. 

He has also carried out research in the areas of corporate 

financing, international auditing, and not-for-profit and 

regulatory reporting. His work has been published in 

leading accounting, finance, and law journals such as the 

Journal of Financial and Quantitative Analysis, Journal of 

Accounting Research, the Accounting Review, Review of 

Accounting Studies, Contemporary Accounting Research and 

the Journal of Law and Economics. His work has been 

presented at international, national, and regional 

accounting and finance conferences. He is an active 

member of the American Accounting Association with 

involvement in the international accounting and tax 

sections. He continues to serve as an ad hoc reviewer to 

several top accounting and finance journals. 

Chris Prestigiacomo (PhD, 

University of Missouri ’95), Associate 

Teaching Professor. He serves as the 

coordinator of the School’s (and 

College’s) AACSB maintenance of 

accreditation efforts. He has taught the 

second principles course (2037), cost/ 

managerial (3347), the intermediate financial course for 

finance majors (4356), the capstone (8450), the course 

required for minors (2010), two MBA modules in financial 

statement analysis and a hybrid financial statement 

analysis/investments course in the executive MBA 

Program. He was honored as the Faculty Member of the 

Year (May 2008) by the students of the Trulaske School of 

Business, Teacher of the Year (June 2009) by the Kansas 

City Alumni, Williams-Keepers Teaching Excellence 

Award (2008 and 2010), the Lambda Chi Alpha Professor 

of the Year (2010) and the Bruce and Pam Walker 

Outstanding Faculty Service Award (2012). He has earned 

the Chartered Financial Analyst (CFA) designation as well 

as that of Certified Management Accountant (CMA). 

Recently, he served as an editor for Cengage Publishing. 

Effective Fall 2011, Professor Prestigiacomo was appointed 

to the Nikolai Teaching Scholar position. He was also 

initiated into the University of Missouri chapter of 

Mortarboard in 2015. 

Ken Shaw (PhD, Wisconsin, ’95), 

associate professor and Deloitte 

Professor. He currently teaches 

Intermediate Financial Accounting and 

Corporate Governance and Financial 

Reporting in the Masters of 

Accountancy program. He also teaches 

Accounting for Managers in the online executive MBA 

program. He is the faculty advisor for the School’s student 

chapter of the Association of Certified Fraud Examiners. 

His current research examines issues relating to stock 

option accounting, pension accounting, deferred taxes, and 

corporate governance. In the past year he published a 

paper on critical accounting estimates in Accounting 

Horizons. In addition to serving as an ad hoc reviewer for 

several accounting, finance, and business journals, 

Professor Shaw serves on the editorial boards of the 

Journal of Business Research and Research in Accounting 

Regulation. He is the chair of the College’s 

Internationalization Committee. 


Rachel A. Wilson (LLM, New York 

University ’00). Professor Wilson 

currently teaches several sections of 

Introduction to Taxation, Taxation of 

Corporations and Shareholders, Tax 

Research and Procedure, and 

Multijurisdictional Taxation (a class that 

combines state and local taxation and international 

taxation), and Mergers and Acquisition Taxation. Professor 

Wilson acts as the faculty advisor for the Tax Club, which 

aims to increase interest among students in a career in tax. 

This year, Wilson acted as faculty advisor to students 

competing in accounting competitions, including the PwC 

xTAX Competition and the Deloitte FanTAXtic National 

Competition. In November 2014, she advised and accompanied 

the University of Missouri student team to Dallas 

for the regional round of the Deloitte FanTAXtic National 

Competition. Wilson serves as a board member of the 

University of Missouri Law School’s Tax Law Society. 

Faculty Members with Named Faculty Positions 

Vairam Arunachalam 

Director & 

PricewaterhouseCoopers/ 

Joseph A. Silvoso 

Distinguished Professor 

Inder Khurana 

KPMG/Joseph A. Silvoso 


Nate Newton 

MSCPA Faculty Scholar 

Billie Cunningham 

EY Teaching Scholar 

Kyonghee Kim 

CBIZ MHM Faculty 

Scholar 

Raynolde Pereira 

Arthur Andersen & Co. 

Alumni/ Joseph A. Silvoso 


Jere Francis 

Robert J. Trulaske, Sr. 

Chair and Curators’ 

Professor 

Elaine Mauldin 

BKD Professor 

Chris Prestigiacomo 

Nikolai Teaching Scholar 

Kristen Hockman 

Williams Keepers 

Teaching Scholar 

Stevie Neuman 

Brown Smith Wallace 

Faculty Scholar 

Kenneth Shaw 

Deloitte Professor 


7

Adjunct Faculty Activities 

Erin Anderson (MAcc, University of 

Missouri ’00), spent twelve years in the 

public accounting sector as a Certified 

Public Accountant. She began her career 

in Chicago in the audit practice of 

Arthur Andersen before transitioning to 

Deloitte. She primarily audited a 

publicly-traded multinational pharmaceutical company 

and a large, privately-owned management and hotel 

ownership company. While working for Deloitte, Erin 

transferred to the Cambridge, England office. In 

Cambridge, she expanded her portfolio by working on 

smaller start-up companies. After five years total with 

Deloitte, Erin moved to Ernst & Young in Cambridge and 

continued as a manager in their audit practice for six years. 

Erin returned to Columbia in 2012 and has worked in 

adjunct teaching roles including the redevelopment and 

teaching of Accounting 2026 and 2027, the teaching of 

Accounting 7310, and serving as a job coach to students in 

MU’s Professional Development Program. 

Sandra A. Freese, CPA, CRMA (BS, 

Illinois ’92), is the Vice President of 

Internal Audit at Landmark Bank, a $2.2 

billion privately-owned financial 

institution with 40+ locations in 

Missouri, Oklahoma, and Texas. Sandra 

has 15 years of audit experience (nine as 

CAE) and 20 years of experience in the financial services 

field. She served as the President of the Central Missouri 

chapter of The Institute of Internal Auditors for three 

years, and currently serves on the Board of Trustees for 

Banking Education for the Missouri Bankers Association. 

Early in her professional career, Sandra worked for Ernst 

& Young (St. Louis) and Edward Jones. Sandra is also an 

Adjunct Professor in the University of Missouri’s School 

of Accountancy, teaching a graduate level elective course 

on Internal Auditing. The course includes a group project 

wherein students assume the role of the Internal Audit 

Division of an organization of their choosing. The 

objective of the project is to make a 30 minute presentation 

to the Audit Committee of the Board of Directors and 

Senior Management. The presentation includes the 

Internal Audit Charter, audit risk assessment, annual audit 

plan, and results of a recent internal audit; all of which are 

developed by the students over the course of the semester. 

Kari Gingrich, CPA (MAcc, University 

of Iowa ’08), Adjunct Professor, began 

her career in higher education teaching 

introductory accounting and economics 

courses at the University of Iowa, where 

Professor Gingrich earned the Byron G. 

Ross award for excellence in accounting 

instruction. Kari worked for KPMG in Chicago and Des 

Moines before relocating to Columbia with her husband 

and son to pursue a career teaching. She began teaching 

the Introduction to Federal Income Taxation course at 

MU, as well as Introduction to Accounting, Financial 

Accounting Concepts, Cost Accounting, and 

Governmental Accounting. Kari also works as a job coach 

to students involved with business internships through 

MU’s Professional Development Program. Professor 

Gingrich enjoys the opportunity to work closely with 

students from the Trulaske College of Business as they 

enter their working lives. Kari is a licensed CPA in the 

state of Missouri and serves as Treasurer of the Board of 

Directors for The Language Tree, a language immersion 

school in Columbia. 

Roy Greenway, CPA, CFE, CIA, 

CFF, CFI, CRT (MS in Accounting, 

Texas Tech Univ.), Adjunct Professor at 

MU and is (and has been) the General 

Auditor for the City of Kansas City MO 

for the past 13 years. He held numerous 

positions in Internal Audit and 

Corporate Tax at Phillips Petroleum for 22 years and prior 

to that had 8 years in public accounting. This year, Roy 

began his MU career by teaching one section of the 

Investigative and Forensic Accounting Class. This class 

focuses on increasing awareness of fraud, identifying its 

red flags and continues with instruction on investigative 

techniques including interview / interrogation approaches. 

Students can select from a variety of projects to expand 

their learning by presenting case studies of recent criminal 

fraud, testing several quarters Earnings Per Share data for 

publicly traded companies for compliance with Benford’s 

Law and a completing challenging “find the fraud” project 

that simulates a real world scenario. The class also focuses 

on the litigation aspects of forensic accounting, 

requirements of expert witnesses, valuation methodology 

and related skills and techniques. In the Fall semester, Roy 

also was a guest lecturer in Dr. Vairam Arunachalam’s 

Fraud Examination class where he introduced the students 

to successful interviewing / interrogation techniques. In 

February 2013, Roy was selected to speak at the 


Association of Certified Fraud Examiners 24th Annual 

Conference in June 2013 on the topic of vendor auditing. 

He also gave presentations on Congregational Fraud at the 

Harding University’s Lectureship in October 2012. 

Chad M. John (Masters in Forensic 

Accounting, Florida Atlantic University, 

’10; BSAcc, University of Missouri ’92), 

CPA-CFF, CFE, Adjunct Professor, is in 

his third year teaching Forensic 

Accounting, a graduate level elective 

course in the School of Accountancy. 

Chad graduated from the University of Missouri with a BS 

in Accountancy. Chad brings to the classroom over four 

years in public accounting with Ernst & Young LLP and 

18 years investigating complex white collar crime as a 

Special Agent with the Federal Bureau of Investigation. 

The Forensic Accounting course Chad teaches provides 

students with not only an academic understanding of the 

skills required and opportunities available for forensic 

accountants, but also real-world experiences through 

expert guest speakers in the law enforcement and forensic 

accounting professions. The course includes a hands-on 

capstone case wherein the students perform a forensic 

investigation, requiring an interview of an identified 

suspect. Chad continues to accept public speaking invitations 

throughout the year to civic, professional, and 

academic groups regarding today’s white collar crime. 

Chad is a licensed CPA in the state of Missouri, Certified 

in Financial Forensics, and is a Certified Fraud Examiner. 

Katelyn Kraft, CPA (MAcc, University 

of Missouri 2009), Adjunct Professor, 

began her career in the private sector 

helping launch a website and specialized 

search engine. Katelyn worked for 

servicenoodle.com as the accounting 

manager until accepting an audit 

position with Williams Keepers, LLC. During her time at 

Williams Keepers, Katelyn focused primarily on clients 

within the banking industry, local governments and 

student financial aid audits. Currently she is teaching 

Financial Accounting Concepts, an accounting course for 

finance majors and works as a job coach to students 

enrolled in the Professional Development Program BA 

4500. Professor Kraft is a licensed CPA in the state of 

Missouri, and is the accounting manager for a local 

marketing firm (Lift Divison). 

Loren A. Nikolai (PhD, 

Minnesota,’73). As an EY Professor 

Emeritus, he taught one section of the 

first honors elementary accounting 

course in the fall semester and one 

section of the second honors elementary 

accounting course in the spring semester 

on a volunteer basis, primarily for Cornell Leadership 

Program students and selected pre-accountancy students. 

In November, he participated in the Missouri Association 

of Accounting Educators meeting. He played 208 rounds 

of golf last year to surpass his goal of 200. Because of the 

recent rainy spring, he is only shooting for 180 rounds this 

year. However, his goal may not be achieved because he 

continues to take piano lessons and has again volunteered 

to teach one section of the first and second honors 

elementary accounting courses next academic year. 

John J. Sheehan, CPA (JD/MBA 

St. Louis University) Adjunct Professor. 

John teaches a section of Taxation of 

Business Entities in the Masters of 

Accountancy Program. The course 

focuses on tax technical issues involving 

various forms of business entities 

including corporations, subchapter S entities and 

partnerships. The students as well complete assignments 

involving tax compliance, tax research and tax planning 

impacting the various types of business entities. He is a 

partner with Williams Keepers LLC and is located in 

Jefferson City. His practice includes tax advisory services 

to closely-held businesses and their owners. He is past 

chairman of the Jefferson City Chamber of Commerce 

and the Jefferson City YMCA and is currently active in a 

variety of civic and community boards. He is also a Board 

member of the Missouri State Board of Accountancy. 

Paul L. Vogel, Paul is President, CEO 

and Founder of Argos Partners, LLC. 

During the Spring 2015 academic year, 

he taught Partnership Tax, which was 

available to both Accountancy and Law 

students. Paul received his LLM in Tax 

Law from Washington University in 

Saint Louis - School of Law, his JD from the University of 

Missouri - School of Law, and both his MAcc (with an 

emphasis in Taxation) and his BSAcc from the University 

of Missouri – Trulaske College of Business. He is a 

licensed attorney in Missouri and Illinois and a licensed 

CPA in Missouri and Texas. 


9

New Faculty and Staff 

Feng Chen (PhD, Columbia 

University 2008) is an incoming assistant 

professor of accountancy. He teaches 

Intermediate Accounting classes. 

Professor Chen’s research interests 

involve financial reporting quality, 

corporate disclosure policy, corporate 

governance, international accounting, and financial 

statement analysis. His research has been published in 

scholarly journals such as Contemporary Accounting Research 

and The Accounting Review. Recently, his coauthored paper, 

titled “Accounting Conservatism and Performance 

Covenants: A Signaling Approach”, is conditionally 

accepted for publication at Contemporary Accounting 

Research. Professor Chen is an active member of both the 

American Accounting Association and the Canadian 

Academic Accounting Association. In the past year, 

Professor Chen presented his research at various 

conferences and workshops in Australia, Canada, China, 

Singapore, and the U.S. 

Brant Christensen (BS, MAcc, 

BYU 2009, PhD, Texas A&M 2015) 

is an incoming assistant professor of 

accountancy. Brant teaches Accounting 

Information Systems and his research 

interests focus on the external audit 

function, audit quality, and audit-related 

standard setting and regulation. Brant worked for two 

years in PwC’s assurance practice and is a CPA in the state 

of Ohio. He was awarded competitive research grants from 

The Center for Audit Quality in 2012 and 2013, was one of 

ten recipients of the 2013 Deloitte Foundation Doctoral 

Fellowship, and was awarded the Dean’s award for 

Outstanding Research by a Doctoral Student in 2014. 

His research has been accepted for publication in 

Auditing: A Journal of Practice and Theory, The Journal of 

the American Taxation Association, and Accounting Horizons. 

Brant and his wife, Marcie, enjoy spending their free time 

with their three energetic boys (8, 5, and 3 years old) and 

one baby girl. 

Roy Schmardebeck (BS, MAcc, 

BYU 2009; PhD, Arkansas 2015) is an 

incoming assistant professor of accountancy. 

Roy teaches Intermediate 

Financial Accounting and his research 

interests focus on financial reporting and 

corporate governance. Roy worked for 

two years as a CPA in Ernst and Young’s assurance 

practice. He received the Distinguished Doctoral 

Fellowship from the University of Arkansas and he was 

chosen to be a fellow at the 2014 AAA/Deloitte/J. Michael 

Cook Doctoral Consortium. His research has been 

accepted for publication in The Accounting Review. Roy and 

his wife, Brenna, enjoy spending their free time with their 

three children. 

With the retirement of Phyllis Moore in 

May 2015, Koni Daws has been promoted 

to the Director of the 150-Hour 

and Master of Accountancy programs. 

Koni is assisting in the formulation and 

implementation of a variety of strategic 

initiatives as well as operational functions 

to further enhance our nationally ranked accountancy 

program. She advises students in the program, works 

with firms to increase internships and full-time placement, 

coordinates the study abroad class and trip, and teaches a 

variety of classes. Koni is the faculty advisor for NABA 

(National Association of Black Accountants) and during 

the 2014-2015 academic year, she taught Intro to 

Accounting for non-business majors, and co-facilitated 

International Accounting, a winter intersession study 

abroad course. The study abroad program will be going to 

London, England again in January 2016 where students 

will visit public accounting firms, private companies and a 

regulatory agency. Koni holds a Master of Accountancy 

degree from Mizzou, Master of Sport Administration 

from Wichita State University and a BSBA Accounting 

from the University of Nebraska-Lincoln. She has extensive 

experience in public and private accounting, including 

five years with Coopers & Lybrand, two years with a 

regional public firm, and several years at a regional retail 

store headquarters. Also, she had a variety of academic/ 

advising positions in athletics at Texas A&M-Commerce, 

Southern Methodist University, and Oklahoma State 

University. She has served as Director of Finance for the 

National Association of Intercollegiate Athletics (NAIA), 

the College of Education at Oklahoma State University 

and most recently the athletic department at University of 


New Staff (continued) and 2014-2015 Research Workshops 

Nebraska at Kearney. Koni holds a CPA license in the 

State of Missouri and is a member of the Missouri Society 

of CPAs (MSCPA). 

Shannon Ferguson, (MAcc, BSAcc, 

University of Missouri ’09), starting in 

May 2015 will serve as the Assistant 

Director of the 150-hour and Master’s 

Programs in Accountancy. In this role, 

she will advise students in the program, 

instruct classes, coordinate the program’s 

study abroad program and serve as a liaison to the 

accounting firms to facilitate internship and full-time 

placements for the program’s graduates. Shannon has 

previously worked at PricewaterhouseCoopers LLP as an 

Assurance Manager in their St. Louis office. She has been 

with the firm since her graduation from Mizzou. Shannon 

holds a CPA license in the State of Missouri and is a 

member of the American Institute of CPAs (AICPA) and 

Missouri Society of CPAs (MSCPA). 

Shawn Pallardy joined us December 1, 

2014 as the Business Support Specialist 

II. She was with the Trulaske College of 

Business for a year prior to her start in 

the School of Accountancy, working as 

an Office Support Assistant in the 

Dean’s Office. She graduated from 

Central Methodist University in May 2013 with a BS in 

marketing and advertising. Before joining the Trulaske 

College of Business, she worked in Boone Hospital’s 

Marketing Department, and was a Sporting Columbia 

Soccer Club coach. Shawn lives in Boonville, MO with her 

husband Ben. 

2014-15 

Research 

Workshops 

■ Weili Ge, University of Washington, 

presented “The Effect of Internal Control on 

Corporate Corruption: Evidence from China,” 

on September 12, 2014 

■ Linda Myers, University of Arkansas, 

presented “Does Big 4 Consulting Impair 

Audit Quality?” on October 10, 2014 

■ Brian Bushee, University of Pennsylvania, 

presented “Corporate Jets and Private 

Meetings with Investors,” on October 24, 2014 

■ Jennifer Brown, Arizona State University, 

presented “Competitive Pressure and Tax 

Avoidance,” on November 7, 2014 

■ Robert Knechel, University of Florida, 

presented “Non-Audit Services and 

Improvements in Clients’ Operating 

Performance and Risk Management,” on 

March 13, 2015 

■ Hal D. White, Penn State University, 

presented “Management Forecasts 

and Seasoned Equity Offerings: 

A Re-Examination,” on April 17, 2015 


11

Research Articles Accepted or Published During 

AY 2014-15 for School of Accountancy Faculty 

Albring, S., M. Banyi, D. Dhaliwal, and R. Pereira. 

“Does Firm Information Environment Influence 

Financing Decisions? A Test Using Disclosure 

Regulation,” Management Science, forthcoming. 

Bauman, M. and K. Shaw. 2014. “An analysis of 

critical accounting estimate disclosures of pension 

assumptions. Accounting Horizons, 28 (4): 819-845 

Beck, M. J., and Mauldin, E. 2014. “Who’s Really 

in Charge? Audit Committee versus CFO Power and 

Audit Fees.” The Accounting Review, 89 (6): 2057-2085. 

Boone, J., I. Khurana, and K.K. Raman. 2015. 

“Did the 2007 PCAOB Disciplinary Order against 

Deloitte have Information Value for Audit Market 

Participants?” The Accounting Review 90(2): 405-441. 

Cameran, M, J. Francis, A. Marra, and A. 

Pettinicchio. 2015. “Are There Adverse Consequences 

of Mandatory Auditor Rotation: Evidence from the 

Italian Experience,” Auditing: A Journal of Practice 

and Theory, February 2015, Vol. 34, No.1: 1-24. 

Chen, L., and I. Khurana. 2015. “The Impact 

of Eliminating the Form 20-F Reconciliation on 

Shareholder Wealth: Evidence from the U.S. Crosslisted 

Firms,” The Accounting Review 90: 199-228. 

Dhaliwal, D., S. Huang, I. Khurana, and, R. Pereira. 

2014. “Product Market Competition and Accounting 

Conservatism,” Review of Accounting Studies 19: 1309-1345. 

Francis, J., S. Huang, and I. Khurana. “The 

Role of Similar Accounting Standards in Cross- 

Border Mergers and Acquisitions,” Contemporary 

Accounting Research, forthcoming. 

Hines, C., A. Masli, E. Mauldin, and Peters, G. 2015. 

“Board Risk Committees and Audit Pricing,” Auditing: 

A Journal of Practice and Theory, forthcoming. 

Khurana, I., and C. Wang. 2015. “Debt Maturity 

Structure and Accounting Conservatism,” Journal 

of Business, Finance & Accounting 42 (1-2) 167-203. 

Kim, K., E. Mauldin, and S. Patro. 2014. 

“Outside Directors and Board Advising 

and Monitoring Performance,” Journal of 

Accounting and Economics, 57 (2-3): 110-131. 

Mauldin, E., and C. Wolfe. 2014. “How Do 

Auditors Address Control Deficiencies that 

Bias Accounting Estimates?” Contemporary 

Accounting Research 31 (3): 658-680. 

Neuman, S., T. Omer, and A. Thompson. 2014. 

“Determinants and Consequences of Tax Service 

Provider Choice in the Not-for-Profit Sector,” 

Contemporary Accounting Research, forthcoming. 

Newton, N., J. Persellin, M.S. Wilkins, and D. Wang. 

“Internal Control Option Shopping and Audit Market 

Competition,” The Accounting Review, forthcoming. 

Schiffel, L., K. Smith, and V. Arunachalam, “Impacts 

of Nonfinancial Performance Measures on Health 

Insurance Decision-Making,” International Journal 

of Management Accounting Research, forthcoming. 


Mizzou Graduates win consecutive years of 

AICPA Elijah Watt Sells Awards 

Hannah Miles (BSAcc, 

MAcc, 2014), EY – St. Louis, 

winner of 2014 AICPA 

Elijah Watt Sells Award 

Nathan Hutson (BSAcc, 

MAcc, 2012), RubinBrown 

– St. Louis, winner of 2013 

AICPA Elijah Watt Sells 

Award 

We are pleased to report that Hannah Miles (BSAcc & 

MAcc, 2014; EY – St. Louis) and Nathan Hutson (BSAcc 

& MAcc, 2012; RubinBrown – St. Louis) have won AICPA 

Elijah Watt Sells awards for 2014 and 2013 respectively for 

their outstanding performance on the CPA exam. The 

award is given to candidates who pass all four sections of 

the CPA exam on their first attempt with a score of 95.5 

(or higher) across all exam sections. In 2014, there were 

91,384 individuals who sat for the CPA exam – and just 

60 candidates qualified for the Elijah Watt Sells Award. 

Hannah remarks that “I am honored to be a recipient 

of this award, and I am extremely grateful for all of the 

Mizzou faculty that helped me get where I am today.” 

Nathan adds that “I would not have been able to achieve 

this level of success without the tools I obtained during 

my time at Mizzou. The structure of Mizzou’s accounting 

program is phenomenal when it comes to facilitating 

employment opportunities for its students. Through 

frequent on-campus recruiting programs and events, 

students are able to directly connect with top employers 

in both public accounting and industry regarding 

opportunities all over the country. As a professional 

currently working in the public accounting industry, the 

reputation that Mizzou’s accounting program has is truly 

outstanding.” Congratulations, Hannah and Nathan! 


13

Alumni Contributions 

Bob and Sally Robuck establish scholarship 

endowment for Mizzou Accountancy students 

We are pleased to report that the Bob and Sally Robuck Endowed Scholarship was 

formally established this past year. This generous scholarship endowment from 

Bob and Sally Robuck is intended to support accountancy students, with a 

preference for first-generation college students from several Missouri counties. 

As Bob Robuck (BSBA – Accountancy ’64) reflects, “When I was in college, 

I received a Curator’s scholarship which enabled me to attend the University of 

Missouri. Sally and I are pleased to establish this scholarship fund to provide 

other young people with the opportunity to attend the University of Missouri. 

Hopefully, it will enable students to attend college that might not otherwise have 

the opportunity to do so. Education enables all of us to live a more happy and 

productive life. The University of Missouri is a GREAT place to earn a GREAT 

education!” 

We are indeed appreciative of the support that Bob and Sally Robuck have 

provided to Mizzou accountancy students. Their generosity is inspiring! 

RubinBrown establishes named 

faculty position at Mizzou 

We are pleased to announce the establishment of the RubinBrown Faculty Scholar named faculty position at Mizzou. 

With the leadership and support of alumnus Steve Hays (Partner and long-standing member of the School of Accountancy 

Advisory Board) and alumnus Bob Jordan (Partner), RubinBrown has established the named faculty position to help us 

with faculty recruiting in a competitive market (or, alternatively, to award to an existing faculty member). The search for 

a faculty member to hold this position will commence Fall 2016. We are appreciative of the support from RubinBrown. 

“RubinBrown is honored to establish the RubinBrown Faculty Scholar for the University of Missouri-Columbia,” 

says Steve Hays. “Many of our talented and inspiring RubinBrown team members graduated from Mizzou’s excellent 

accountancy program. We’re thrilled to support this position and the high standards of excellence at the School.” 

John Slusher and Ken Stone establish 

scholarship endowments at Mizzou 

Ken Stone 

(PhD ’76) 

John Slusher 

(BSBA ’66) 

We are pleased to announce the establishment of generous scholarship 

endowments by John and Peg Slusher (BSBA 1966), who retired as 

Accountant & Business Manager at Rockwell Collins, and Ken Stone (BSBA 

1958, MA 1969, PhD 1976), who retired as a Professor at the University 

of Central Missouri. John Slusher’s scholarship fund will be utilized for 

undergraduate accountancy students. Ken Stone’s scholarship fund will be 

utilized for Ph.D. and/or Master’s students, also beginning this Fall. We 

thank both John Slusher and Ken Stone for their inspiring generosity and 

for their giving back to future generations of students! 


Orin Ethics Symposium 

The Orin Ethics Symposium series is designed to increase awareness and understanding of the ethics issues in 

business and accountancy. Past speakers have included former US Senator Paul Sarbanes, Madoff whistleblower Harry 

Markopolos, former Senator Chris Dodd, PCAOB Board Member Jeanette Franzel, and former Chairman of Federal 

Deposit Insurance Corporation (FDIC) Sheila Bair. In Fall 2014, our featured speaker was former Congressman and 

former Chairman of the House Financial Services Committee, Michael Oxley as detailed in the announcement below. 

Snapshots from the symposium, capturing different components of the event, follow. 

Rep. Oxley and Mr. Orin at a breakfast meeting with students 


15


Mr. Orin introduces Mr. Oxley to the 

students 

Student organization leaders at the breakfast meeting 

Rep. Oxley talks about what drove the 

Sarbanes-Oxley legislation 

Andrew Borowick (MAcc 2014) with Rep. Oxley and Mr. Orin 


The Orin Ethics Symposium is a signature event hosted by the School of Accountancy in the Trulaske College and 

attracts a wide audience 

Dean Joan Gabel welcomes the symposium audience 

Rep. Oxley discusses key portions of “SOX” 


17


Q&A session with Rep. Oxley 

Mr. Orin delivering a vote of thanks to 

Rep. Oxley 

Mr. Orin presenting Rep. Oxley with a plaque 


Group picture of alumni, staff, and professionals with Rep. Oxley 

Vairam Arunachalam welcoming faculty and professionals to a luncheon with Rep. Oxley 


19


Professor Nate Newton with Jim Cogswell, Director of MU Libraries 

Jim O’Hallaron, President/CEO of 

Missouri Society of CPAs (MSCPA) 

at the event 

Alumni Jack Lay (Reinsurance Group of America) and Randy Oberdiek (BKD) at 

the luncheon 


From R to L: Don Danner (Chair of MSCPA), Brent Wilson (CBIZ), and 

Kristen Hockman at the luncheon 

Vairam Arunachalam with Rep. Oxley prior 

to a tour of Mizzou campus 

Richard Orin and Ila Levitan with MU Chancellor Bowen Loftin after the symposium 


21


MU accounting alumnus Richard M. Orin (BSBA 

’49), has established the Orin Ethics Symposium in the 

Trulaske College of Business. Mr. Orin is an attorney and 

CPA in New York. He earned a BSBA in 1949 from MU 

and was elected into Beta Gamma Sigma business honor 

fraternity and Alpha Pi Zeta. While at MU, he was also 

a member of Alpha Epsilon Pi fraternity. He earned two 

degrees from New York University: a JD in 1955 and an 

LLM in taxation in 1957. Mr. Orin is a founding member 

and former president of the American Association of 

Attorney-Certified Public Accountants. He was a 1988 DR 

Scott Memorial Lecturer and is the author of Professional 

Ethics published by the Foundation of Accounting 

Education. Mr. Orin served in the US Navy in Work 

War II and in the US Army in the Korean conflict. He is 

the recipient of the Meritorious Service Award presented 

by the US Selective Service System. He resides in New 

York and has two children and six grandchildren. He is a 

member of the College’s Herbert J. Davenport Society. 

This fall we will have former Congressman and 

former Chairman of the House Financial Service 

Committee, Barney Frank, presenting a review of the 

Dodd-Frank Legislation. You are cordially invited to 

attend the symposium (RSVPs are not needed). 

Barney Frank 

Former Congressman & Former Chairman of the House Financial Services Committee 

“A Review of the Dodd-Frank Legislation” 


Date To Be Announced 

Bush Auditorium 

Cornell Hall 

accountancy.missouri.edu 


Barney Frank served as United States Congressman from Massachusetts for over three decades, starting in 1981, when he 

won the seat formerly occupied by Father Robert Drinan. An outspoken and deeply-respected legislator, noted for his keen 

sense of humor, Frank has played a key role in some of the most important legislation of our country’s recent history, including 

the repeal of “don’t ask, don’t tell.” As Chair of the House Financial Services Committee from 2007 to 2011, Frank helped craft 

the compromise bill to slow the tide of home mortgage foreclosures in the wake of the subprime mortgage crisis, as well as the 

subsequent $550 billion rescue plan, and the landmark Dodd-Frank Wall Street Reform and Consumer Protection Act—the 

sweeping set of regulatory reforms named partly after Frank and signed into law in July 2010, to prevent the recurrence of the 

financial crisis. Frank also led the passage of the Credit Cardholders’ Bill of Rights Act, a measure lauded by consumer advocates, 

and fought to preserve affordable rental housing, as well as to reduce military spending in favor of providing for important 

quality-of-life needs at home. Born Barnett Frank on March 31, 1940, in Bayonne, New Jersey to Jewish immigrants 

from Eastern Europe—Frank’s parents were a truck stop owner and a legal secretary—Barney Frank graduated from Harvard 

in 1962 and went on to pursue a Ph.D. He left before completing the degree to take a job as chief assistant to Boston Mayor 

Kevin White in 1968. Frank won a seat in the Massachusetts State Legislature in 1972, and though still closeted, went on to 

become a national leader of the LGBT rights movement, introducing the state’s first two gay rights bills in 1973. 

Participants can earn 1.5 Ethics CPE credits for attending the symposium. An additional 1.5 Ethics CPE credits, for a total of 3 Ethics CPE credits, can be earned for those who also 

attend the Ethics in Practice luncheon following the symposium. Go to http://accountancy.missouri.edu/ethics-symposium for more information on CPE and confirmed date TBA. 


Student Organizations 

The Association of 

Accountancy Students 

The Association of Accountancy Students (AAS) 

is a professional organization open to both current 

and prospective accounting majors of any class level. 

The goal of AAS is to offer innovative meetings that 

broaden students’ knowledge about the benefits of a 

career in accounting, promote communication within the 

School of Accountancy, and improve understanding of 

business etiquette and practices. By bringing in different 

companies to give presentations, AAS provides members 

with an excellent chance to begin networking with 

potential employers for internships and full time jobs. 

Association of Accountancy Students is a great way to get 

involved, not only within the business school, but also 

within the community. The following executive board 

committee leads AAS for the spring semester of 2014: 

President: 

Vice President: 

Program Director: 

Treasurer: 

Secretary: 

Recruitment Team: 

Webmaster: 

Service Chair: 

Student Council Rep: 

Kimberly Baker 

Landon Washam 

Ashish Patel 

Jialu Li 

Erica Morey 

Isaac Gillen 

David Thomas 

Diana Lanis 

Ryan Janasik 

During the Spring and Fall semesters, the Association 

of Accountancy Students offers an assortment of 

innovative and informative meetings from a range of firms. 

The programs consist of a wide variety of topics ranging 

from interview and resume help, forensic accounting, to 

Front (from left): Jialu Li, Kimberly Baker, Erica Morey; 

Middle (from left): Ash Patel, Diana Lanis; Back (from 

left): Isaac Gillen, Landon Washam, David Thomas; Not 

pictured: Ryan Janasik 

financial advisors and auditing clients. This past semester 

we were fortunate enough to have PwC, KPMG, Ernst 

& Young, Deloitte, Williams Keepers, and CAT present 

at our meetings to share their insights regarding what to 

expect of the Accountancy program, internships, and the 

early years in the accounting field. Email Erica Morey, 

President for Fall 2015, at elmb75@mail.missouri.edu 

with any questions or comments you may have. For more 

information, please visit the Association of Accountancy 

Students website at http://mizzou.orgsync.com/org/aas. 

Association of Certified 

Fraud Examiners 

The Association of Certified Fraud Examiners 

(ACFE) is an international professional organization 

dedicated to fighting fraud and providing fraud 

prevention training and education. Both student and 

professional chapters exist and provide opportunities 

for networking among those interested in preventing 

and prosecuting fraud. The ACFE focuses primarily 

on white-collar crime, including embezzlement 

and financial misstatements. For more information 

on ACFE, please visit http://www.acfe.com/. 

This year the MU ACFE student chapter completed 

its fifth full year of existence at the University of Missouri. 

The chapter hosts professionals from accounting firms, 

the FBI, and specialty forensic firms to speak to students 

regarding fraud prevention and detection. These meetings 

provide opportunities for students to discover the antifraud 

field as well as network with professionals in the 

field. These connections have led to internships, job 

shadowing opportunities, and scholarships. For example, 

with support from the St. Louis chapter of the ACFE, 

student Jamie Evans will be attending the ACFE Global 

Fraud conference this summer in Baltimore, MD. 

During the past year the chapter hosted visits 

from Chris Barbee, Global Forensic Services Leader 

at PricewaterhouseCoopers LLP; Jeremy McGannon, 

Senior Consultant at FTI Consulting (Chicago); Kreg 

Brown, Audit Partner at EKS&H (Denver); and Jim 

Grimes, Manager of Business Advisory Services at 

RubinBrown LLP. If you or someone you know has an 

interest in presenting at one of our meetings, please 

contact Professor Ken Shaw (shawke@missouri. 

edu), faculty advisor to the student ACFE chapter. 

Please email chapter President Andrew Metz 

(asm6x7@mail.missouri.edu) with any questions or 

comments you may have. For more information on 


23


Mizzou’s ACFE chapter, please visit http://mizzou. 

orgsync.com/org/acfe. 

President: 


Treasurer: 

Secretary: 

Web Master: 

Andrew Metz 

Dylan Hewlett 

Will Humphrey 

Nick Swobado 

Abby Hoffman 

Beta Alpha Psi, Gamma Theta 

Chapter 

Beta Alpha Psi is an international scholastic and 

professional organization for financial information 

professionals. At Mizzou, membership to Beta Alpha Psi 

is an honor exclusively for GPA qualifying accountancy 

students admitted to the 150-Hour Accountancy Program. 

Throughout the year, Beta Alpha Psi holds meetings with 

accounting firms and other professional organizations. 

BAP members learned about opportunities in the service 

lines of audit, tax, and advisory from the firms. This 

year we held meetings with all of the Big 4 accounting 

firms as well as BKD, UHY, Williams-Keepers LLC, 

Brown Smith Wallace, CBIZ, and Grant Thornton. We 

also explored career paths in the private sector when we 

held our meeting with Caterpillar. Besides attending 

meetings with professionals, we participate in community 

service projects. Members of Beta Alpha Psi volunteer 

their time for the Central Missouri Food Bank, Adopt-a- 

Highway, D&D Animal Sanctuary, and Marine Parents. 

Members also assist the Trulaske College of Business 

by proctoring accounting exams and participating in 

L to R: Nick Eftimoff, Allison Boyle, Josh Beckerle, 

Amanda Raulston, Daniel Tlapek, Andrew Scavone, 

Amy Deardeuff, Nick Nedoma 

Clean-up Cornell. In addition, the group participated 

in the College’s annual Business Week. This event 

includes a picnic, canned food drive, 5K walk/run, and 

many other opportunities throughout the week. Lastly, 

this spring we hosted our initiation banquet for our 

members at the Tiger Hotel. For more information, visit 

our website at bap.students.missouri.edu or “like” our 

Facebook and Twitter page. Firms who visited this fall and 

spring: Deloitte, KPMG, Caterpillar, Grant Thornton, 

Ernst & Young, Brown Smith Wallace, PwC, Williams 

Keepers, BKD, UHY, CBIZ, and Becker CPA Review. 

President: 

Nick Nedoma 

Vice President of Social Activities: Nick Eftimoff 

Vice President of Community Service: Amy Deardeuff 

Treasurer: 

Andrew Scavone 

Secretary: 

Allison Boyle 

Webmaster: 

Dan Tlapek 

Business Week Liaison: 

Amanda Raulston 

Vice President of 

Professional Activities: 

Josh Beckerle 

Faculty Advisor: 

Billie Cunningham 

National Association of Black 

Accountants (NABA) 

The mission of NABA is as follows: “As the Mizzou 

Student Chapter of NABA our mission as a professional 

organization is to unite students committed to academic 

and professional excellence while creating leaders in 

the world of Accounting, finance, and other business 

professions. While developing technical skills is one of 

our goals, we also aim to promote diversity and commit to 

our civic duties through giving back to our community”. 

Our University of Missouri (MU) Student Chapter 

has made every effort to fulfill our national organization’s 

mission through several key programs and services 

designed to address the needs of all students majoring 

and partaking in the fields of accounting and finance. 

This past school year, MU NABA welcomed speakers 

from Ernst & Young, PwC, and Williams-Keepers, 

as well as influential members of our own university, 

in hopes of learning and understanding more about 

not only the accounting and finance industry, but 

also succeeding in the workforce as a whole. 

To promote and develop professional skills, as well as 

present underclassmen with several leadership, internship 

and full-time job opportunities, MU NABA’s members 

have continued to participate in networking events with 

established accounting firms and financial companies, 


The Three Horsemen Of Mizzou 

community service events at the Food Bank, and other 

events in the Columbia community such as Tiger Night 

of Fun. Along with professional networking events NABA 

also hosts a few social events each semester so the members 

and any of those interested can network and socialize 

outside of the classroom environment. Just recently NABA 

hosted a bowling event, which was a great time involving 

board members and even some newly recruited members. 

MU NABA also continues to organize and lead the 

greatly received Accounting 2036 & 2037 Exam Review 

Sessions, which are open to all students in those courses. 

October 2014, several members of NABA travelled 

to Chicago to attend the Central Region NABA Student 

Conference. This Conference brings together hundreds 

of professional and student members, academia’s and 

corporate representatives. The students attended 

several professional development workshops such as 

resume building and networking, and they have the 

opportunity to network with corporate professionals. 

The Association also has workshops on how to build 

and improve a student association on campus. The 

group is now more prepared to grow NABA and further 

develop NABA’s value proposition, which is to offer 

unparalleled personal and professional development, 

support, involvement, leadership, internship and 

job opportunities to minority students majoring in 

accounting and finance. Listed below are the 2014-15 

officers. To get more information about getting involved 

with NABA, please contact NABA’s 2015-16 President 

Breyanna Taylor (bst9q3@mail.missouri.edu). 

President: 


Treasurer: 

Secretary: 

Liaison: 

SCREP: 

Marketing/Recruitment: 

Historian: 

Jasmine Calerway 

Michael Diaz 

Breyanna Taylor 

Ciara Clay 

Terris Talton 

Janelle Crockett 

David Sprowl and Arais Farah 

Brandon Spruill 

NASBA – Student Center for the 

Public Trust (CPT) 

Student CPT is a student-run ethics organization. The 

purpose of CPT is to raise the awareness of ethical 

dilemmas students will face once they enter their 

profession while building key leadership skills. The 

organization provides students with an opportunity 

to develop and apply ethical business practices and 

ethical leadership skills. It also provides students 

with the opportunity to socialize and network with a 

diverse group of students and professionals. Finally, the 

organization helps promote a positive focus on students 

and faculty who exhibit ethical leadership at Mizzou. 

The organization was honored to have Alfonzo 

Alexander, the Chief Relationship Officer and President 

of NASBA-CPT, serve as the guest speaker at the kickoff 

meeting in September 2015. StudentCPT’s second 

meeting was held in conjunction with the Orin Ethics 

Symposium in October 2015. Members of StudentCPT 

served at the Central Missouri Food Bank in April 2015. 

Undergraduate and graduate students of any major are 

welcome to attend our meetings and become members 

of CPT. We will hold two meetings per semester. If 

you would like to know more about CPT, please e-mail 

Professor Hockman at hockmank@missouri.edu. 

Back row L to R: Brandon Spruill, Michael Diaz 

Front row L to R: Jasmine Calerway, Terris Talton, 

Breyanna Taylor, Janelle Crockett 

L to R: Shannon Gilmore, Jack Buechel, and Caroline 

Boeger 


25


President: 


Treasurer: 

Secretary: 

Tax Club 

Jack Buechel 

Shannon Gilmore 

Jasmine Calerway 

Caroline Boeger 

Tax Club is a student-run club for both the tax-committed 

and the tax-curious. The club serves three primary 

purposes. First, the club introduces students to what 

the practice of tax is really like in a fun and informative 

environment, seeking to dispel some of the common 

misconceptions about tax. Second, the club provides 

a forum for tax-inclined students to network with one 

another to create lasting relationships that will mutually 

benefit each other’s careers. Third, students have the 

opportunity to connect with Mizzou alumni working in 

the tax field to expand their professional network. During 

the course of the academic year, events sponsored by Tax 

Club include hosting important speakers, holding social 

gatherings, and providing tax-related field trips. Students 

in their sophomore through graduate years are welcome 

to attend Tax Club events. Our Tax Club board members 

include: Maddie Hanlen (President), Kristi Estrada 

(Vice President), Paul Rothermich (Treasurer), Hannah 

Ingram (Secretary), Clayton Armfield (Professional 

Communications Liaison), Jami Wolff (Social Chair), and 

Justen Yao (Webmaster). If you would like to know more 

about Tax Club, contact a member of our board or email 

Professor Rachel Wilson at wilsonrac@missouri.edu. You 

can also find information about us by joining our Facebook 

page (Mizzou Tax Club) or by following Mizzou Tax on 

Twitter (@MIZ_TAX). 

Mission 

The mission of the School of 

Accountancy is to provide programs 

that are at the forefront of 

accounting education. The mission 

is three-fold in nature: educational, 

research, and service. The School’s 

educational mission is to provide 

students with the knowledge, 

learning capabilities, and personal 

and professional skills necessary to 

excel in professional and academic 

careers. The School’s research 

mission is to create economic and 

social value through the discovery, 

application and dissemination of 

knowledge related to accountancy 

theory, practice and education. 

The school’s service mission is to 

maintain a close relationship with the 

accounting profession and to fulfill 

its service responsibilities to the 

academic community and society. 

For more information, 

follow us on... 


facebook/MizzouAccountancy 

University of Missouri School of Accountancy 

Email: accountancy@missouri.edu 


Scholarships 

2014-15 Accountancy Awards 

Accountancy Alumni Scholarship 

Shannon Gilmore 

Robert Hofman 

Qing Hua 

Liuan Yang 

Accountancy Doctoral Scholarship 

Nick Hallman 

Anne Albrecht 

Alumni with Arthur Andersen 

LLP Award 

Adam Abdelhadi 

Krista Gmelich 

Arunachalam Family Scholarship 

Faith Schaberg 

Kim R. Bailey Memorial 

Scholarship 

Samantha Cataldo 

Jill Walsh 

BKD Accountancy Scholarships 

James Benoist 

Caroline Boeger 

Joseph Bricker 

Robert Daugherty 

Kelly Dobbs 

Courtney Engle 

John Hirner 

Landon Hood 

Mitchell Morse 

Sarah Alexander 

Chance Williams 

Shiyu Zhou 

Grace Botner Butler Endowed 

Scholarship 

Wilber Cox 

Stephen G. Butler/KPMG LLP 

Scholarship 

Aaden Aaden 

Janelle Crockett 

Michael Diaz 

Spencer Ervin 

Saeed Hamed 

Michael Helbig 

Blake Hill 

Deloitte & Touche Foundation 

Fellowship 

Bradley Kuziel 

Kenneth E. Dimitry Memorial 

Scholarship 

Wei Wang 

Raymond C. Dockweiler 

Scholarship 

Kelsey Denker 

Alexander Gavin 

Ernst & Young Accountancy 

Scholarship 

Sean Delaney 

Parissa Hemmat 

Jennifer Hess 

Colton Kruep 

Amanda Raulston 

Andrew Reilly 

Jacob Rohne 

Fanyi Tan 

Hannah Varel 

Claire Vogt 

Gregg & Cheryl Givens 

Scholarship 

James Burst 

Grant Thornton Scholarship 

Jeffrey Crowe 

Zachary Lester 

Nicholas Lucas 

Harreld Scholarship in Accounting 

George Lester 

Donald G. Hendren Memorial 

Scholarship 

Allison Boyle 

Andrew Cochran 

Andrew Noelker 

Brett Willette 

Arthur Wm. Hoffman Scholarship 

Adam Desplinter 

James Piephoff 

C. Ray Holman Scholarship 

Chloe Armstrong 

Ash Patel 

Ronald N. Kohl Memorial 

Scholarship 

Kimberly Baker 

Ryan Miener 

KPMG LLP Scholarship Award 

Kristi Estrada 

Jason Kuziel 

Meg Rasche 

Don Landers Endowed 

Scholarship 

Kyle Skubic 

Clyde D. Mason Memorial 

Scholarships 

Jennifer Berilla 

Chen Chen 

Luke Fornwalt 

Carter Marcks 

Michael Potzeboski 

Kristen Silverstri 

W. Mark & Linda Meierhoffer 

Scholarship 

Daniel Alvey 

C. Richard Morehead Scholarship 

in Accountancy 

Jeremy Keller 

Diana Lanis 

Spencer White 

Outstanding Graduate Teaching 

Assistant Award 

Anne Albrecht 

Outstanding Graduate Research 

Assistant Award 

Nick Hallman 

Bobbye & Scott Picker Scholarship 

in Accounting 

Raymond Tiu 


27

Scholarships 

Pricewaterhousecoopers LLP 

Foundation Scholarships 

Alejandro Ayala 

Theresa Baker 

Charles Dent 

Thomas Deuschle 

Timothy Fedder 

Thomas Fleming 

Will Hovater 

Lauren Krone 

Joseph Quintanilla 

Katherine Ruppe 

Melanie Saunders 

Justin Siebert 

Micah Thurmon 

Allison Ward 

John W. Rader Accountancy 

Scholarships 

Michael Baldetti 

Gulzaib Khan 

Madeline Parisot 

Mackenzie Paull 

Haoshuang Sun 

Rubinbrown Scholarship 

Sarah Alexander 

School of Accountancy Advisory 

Board Scholarship 

John Berilla 

Nicholas Nedoma 

Faith Schaberg 

Trent Steffens 

Daniel Tlapek 

The John Schweitzer Accountancy 

Grant 

Matthew Magritier 

Matthew Matteucci 

Austin Peebles 

Lucas Singer 

John & Peg Slusher Accounting 

Scholarship 

Jack Abeln 

The St. Louis Chapter Tax 

Executives Institute 

Curtis Strubinger 

Patricia Vasterling Memorial 

Scholarship 

Haley Burch 

Weiss Family Scholarship 

Landon Washam 

Bryan Wolz 

Maxine (Jagels) Wharton & Lee L. 

Wharton Scholarship Endowment 

Haley Brock 

Elise Gouldsmith 

Richard Laplant 

Zachary Large 

Jessica Lowe 

Gretchen Schmidtlein 

Wilber Cox 

Alexandra Yslas 

Earl Wilson Doctoral Scholarship 

Nick Hallman 

Mizzou 39 

Each year, the Mizzou Alumni 

Association and the Alumni 

Association Student Board 

recognizes 39 outstanding 

students for their academic 

achievement, leadership, and 

service to the University of 

Missouri and the community. 

The number 39 is in honor of 

MU’s founding in 1839. Hai Kim 

received the award this year. 


School of Accountancy Advisory Board 

The semi-annual meeting of the School of Accountancy 

Advisory Board was held in Columbia on November 14 

with 19 members present. Topics discussed included faculty 

hiring, departures and appointments, 150-Hour Program 

update, study abroad program update, presentations from 

faculty regarding the curriculum (financial, tax and audit), 

CPA Exam, and revenue/funding matters. 

The second meeting of the Advisory Board was 

held May 8 with 15 members present. Topics discussed 

were faculty hiring, professional activities, update on the 

150-Hour program, study abroad program, NASBA 

Center for the Public Trust student chapter formed 

at Mizzou, curriculum review, and new program/ 

revenue ideas. 

School of Accountancy Advisory Board Members, 2014-15 

Lori Caster 

BS Acc ’88 

Former Group Vice President 

Schnucks Markets, Inc. 

St. Louis, MO 

Jeffrey Comotto 

BS BA ’80, JD ’83 

Vice President, Taxes (Retired) 

Anheuser Busch Companies 

St. Louis, MO 

Julie Cubbage 

BS Acc ’95 

Senior Vice President & Principal 

Cassidy Turley 

St. Louis, MO 

Jay Dawdy 

BS Acc ’89 

President 

Gryphon Strategies 

White Plains, NY 

Marty Doerr 

BS BA ’76 

Member in Charge 

Brown Smith Wallace LLC 

St. Louis, MO 

Jeff Echelmeier 

BS Agr ’87, MS ’90 

Member-Owner 

Williams-Keepers 

Columbia, MO 

Jeff Gray 

BSAcc ’93 

Partner 

PricewaterhouseCoopers LLP 

Kansas City, MO 

Steven Hays 

BS BA ’80 

Partner 

RubinBrown LLP 

St. Louis, MO 

Frederick K. Helfrich 

BSAcc ’94 

Partner 

BKD LLP 

St. Louis, MO 

Michael W. Hickenbotham 

BS Acc ’92 

Partner 

Ernst & Young LLP 

St. Louis, MO 

Chuck Hutchins 

BS Acc ’84 

Vice President 

Leggett & Platt, Inc. 

Carthage, MO 

Bob Kimes 

BS Acc ’94 

Partner 

PricewaterhouseCoopers LLP 

St. Louis, MO 

Lisa Klempert 

BSAcc ’93 

Partner 

SFW Partners LLC 

St. Louis, MO 

Nikki Krawitz 

MS Accountancy ’82 

Vice President for Fin & Adm 

(Retired) 

University of Missouri System 

Columbia, MO 

Jack Lay 

BS BA ’76 

Sr Exec VP/CFO 

Reinsurance Group of America, Inc. 

Chesterfield, MO 

Brett L. Lewis 

BS Acc ’84 

Office Managing Partner 

Grant Thornton 


Joseph P. Maloney, Jr. 

BS BA ’83, MA ’84 

Partner 

KPMG LLP 

St. Louis, MO 

Bob Maus 

BS BA ’81 

Director of Global Business 

Strategies 

Monsanto Company 

St. Louis, MO 

✧ Ed Miles 

BS BA ’74 

AVP Financial Analysis 

AT&T 

Dallas, TX 

Rick Mills 

BS BA ’78 

Chief Operating Officer 

CBIZ MHM 

Leawood, KS 

W. David Myers 

BS Acc ’84 

Partner 

The Whitlock Co. 

Springfield, MO 

Randy Oberdiek 

BS Acc ’84 

Partner 

BKD LLP 



29

School of Accountancy Advisory Board 

Janine A. Orf 

BS Acc ’81 

Former Vice President-Investor 

Relations 

Patriot Coal 

St. Louis, MO 

John Passanisi 

BSAcc ’93 

Partner 

Ernst & Young LLP 


Laura Ray 

BSAcc ’01, MAcc ’01 

Partner 

Deloitte LLP 

Chicago, IL 

Brad Richmond 

BS BA ’79 

Senior VP & CFO 

Darden 

Orlando, FL 

Greg Rottjakob 

BSAcc ’87 

Tax Managing Partner 

Deloitte LLP 

St. Louis, MO 

David Swiney 

BS BA ’86 

Principal – Forensic 

KPMG LLP 

Dallas, TX 

Steve Sutton 

BS ACC ’82 MAcc ’84, Ph.D. ’87 

KPMG Professor 

University of Central Florida 

Orlando, FL 

Paul L. Vogel 

BS Acc ’89, M Acc ’90, JD ’93 

President & CEO 

Argos Partners, LLC 

St. Louis, MO 

Brent Wilson 

BS Acc ’94 

Managing Director 

CBIZ MHM 


✦ Joined Board during the year 

✧ Rotated off Board during the year 

Vairam Arunachalam welcoming and updating the Board 

Student CPT leaders Shannon Gilmore and Jack 

Buechel reviewing CPT activities with Board 

Prof. Matt Glendening and Koni Daws presenting Study 

Abroad report 

Dean Joan Gabel updating the Board about the Trulaske 

College 


Davenport Society 

The College’s Herbert J. Davenport Society annual 

banquet was held in Columbia on October 24, 2014. 

Named after the college’s first dean, the society promotes 

private participation in the support and development 

of the college. The School of Accountancy is very 

proud that five of the 2014 inductees are accountancy 

alumni. New members are Garry and Llona Weiss, 

Steven and Gina Lanham, Janet and Ray Pullen, 

Terrance and Katherine Richardson, and Ken Stone. 

Terry Richardson, BJ 1990 

Tax Principal 

PricewaterhouseCoopers 

Dallas, TX 

Ken Stone, BS BA 1958, MA 1969, PhD 1976 

University of Central Missouri (retired) 

Gina and Steven Lanham, 

BS Acc 1992, MAcc 1993 

Director of Financial Systems 

The Metro 

St. Louis, MO 

Llona & Garry Weiss, BS BA 1976 

Cetera Investment Advisors, LLC 

Ray and Janet Pullen, BS BA 1977 

Team Leader-Heartland Clinic Finance 

Heartland Health System 

St. Joseph, MO 


31

Davenport Society 

Alumni have often inquired of me about the history of the prestigious Davenport Society in the Trulaske College 

of Business. Therefore, this year, I went to our resident historian – Mr. Richard M. Orin – for an update! Below 

is an article that he wrote for me and that was also circulated at the centennial Davenport Society banquet. 

Herbert J. Davenport: 

Our First Dean 

By Richard Orin (BS BA ’49) 

Our first Dean was born in Wilmington, Vermont, the son of Charles N. 

Our Davenport, first Dean a lawyer, was and born Louise in Wilmington, Haynes. Both Vermont, parents the came son from of Charles established N. 

Davenport, New England a lawyer, families. and Louise He invested Haynes. his Both inheritance parents came in real from estate established in South 

New Dakota England while families. in his early He 20s invested but lost his his inheritance fortune the in real panic estate of 1893. in South 

Dakota He studied while at in the his University early 20s but of South lost his Dakota fortune (PhB in the 1884), panic Harvard of 1893. Law School 

He (1884-1886), studied at the the University of of South Leipzig Dakota (1890), (PhB the 1884), Ecole Harvard des Sciences Law Politiques School 

(1884-1886), of Paris (1890-1891), the University and of the Leipzig University (1890), of Chicago the Ecole (PhD des Sciences 1898). Politiques 

of He Paris worked (1890-1891), from 1899 and to the 1902 University as a high of school Chicago principal (PhD 1898). in Lincoln, Nebraska. 

He He worked began from his university 1899 to 1902 career as at a the high age school of 41 principal the Department in Lincoln, of Nebraska. Economics 

He at began the University his university of Chicago career at where the age he of taught 41 in from the Department 1902 to 1908. of Afterward, Economics he 

at taught the University at the University of Chicago of where Missouri he taught from 1908 from to 1902 1914 to and 1908. as the Afterward, first Dean he of 

taught the School at the University of Commerce of Missouri from 1914 from to 1908 1916. to Thereafter, 1914 and as he the taught first at Dean Cornell of 

the University School of from Commerce 1916 to from 1929. 1914 1 

to 1916. Thereafter, he taught at Cornell 

University In 1911, he from married 1916 to Harriet 1929. 1 

Crandall and they had two children. He served as 

In president 1911, he married of the American Harriet Crandall Economic and Association they had in two 1920. children. He served as 

president He was of the the author American of four Economic books Association of important in 1920. and influential treatises in 

He economic was the theory. author They of four were books “Outlines of important of Economic and influential Theory” (1896), treatises “Value in 

economic and Distribution” theory. They (1908), were “Outlines “Economics of Economic of Enterprise” Theory” (1913), (1896), and “Value “The 

and Economics Distribution” of Alfred (1908), Marshall” “Economics (1935). of Enterprise” (1913), and “The 

Economics As a teacher, of Alfred he was Marshall” a dynamic, (1935). argumentative personality, always insisting on 

As immediate a teacher, he answers, was a dynamic, and he was argumentative a firm adherent personality, of traditional always economics. insisting on He 

immediate was responsible answers, for and bringing he was Thorstein a firm adherent Veblen of to traditional the University economics. of Missouri. He 

2 

was responsible for bringing Thorstein Veblen to the University of Missouri. 2 

He wrote: “To this end, Economics must cease to be a system of apologetics, 

He the wrote: creed “To of the this reactionary, end, Economics a defense must of cease privilege, to be a system social soothing of apologetics, syrup, a 

the smug creed pronouncement of the reactionary, of the a righteousness defense of privilege, of whatever a social is – soothing with the syrup, still more a 

smug disastrous pronouncement corollary of the unrighteousness of of whatever is is – with not.” the 3 

still more 

disastrous He searched corollary for of the real unrighteousness causes of economic of whatever phenomena is not.” 3 

and cleansing 

He neoclassicism searched for of their real moralist causes of and economic social functionalist phenomena interpretations and cleansing that 

neoclassicism were more of acceptable their moralist in the and twentieth social functionalist century. To him, interpretations private gain that did 

were not more equate acceptable with social in welfare the twentieth and normal century. business To him, practice private based gain on did his 

not personal equate experience with social as welfare a businessman, and normal lawyer business and economist. practice His based neoclassical on his 

personal microeconomics experience was a a businessman, confluence lawyer of the and works economist. of J. Laurence His neoclassical Laughlin 

microeconomics (University of Chicago was a confluence and Cornell of University), the works Thorstein of J. Laurence Veblen Laughlin (University 

(University of Chicago, of Stanford Chicago University, and Cornell and University), Thorstein of Missouri), Veblen Frank (University W. Taussig 

of (Harvard Chicago, University), Stanford University, Irving Fisher and University (Stanford of University), Missouri), and Frank Alfred W. Taussig Marshall 

(Harvard (Cambridge University), University). Irving 4 

Fisher (Stanford University), and Alfred Marshall 

(Cambridge My mentor, University). DR Scott, 4 

was his student and taught exclusively at Missouri from 

My 1920 mentor, 1954. DR Scott, Dr. Scott was his dedicated student and his exceptional taught exclusively book to at Missouri him (1931) from and 

1920 credited to 1954. his rigid Dr. Scott training dedicated in the logical his exceptional analysis of book an economic to him (1931) organization and 

credited around his the rigid market training and in attributed the logical to analysis him the of an personal economic inspiration organization which 

around formulated the market his interest and attributed in the development to him the of personal economics. inspiration He had left which him 

formulated skeptical of his all interest economic in analyses the development based upon of the economics. assumption He of had a competitive left him 

skeptical market, of if all it did economic not appear analyses to represent based upon the current the assumption economic of paradigm. a competitive 

5 

market, We are, if it indeed, did not proud appear of to our represent namesake the and current honor economic his memory. paradigm. 6 5 

We are, indeed, proud of our namesake and honor his memory. 6 

(See reverse for footnotes) 

1 

Samuels, Warren J., “Davenport, Herbert Joseph” American National Biography Online Feb. 2000. 

(See 2 

Orin, 

reverse 

Richard 

for 

M., 

footnotes) 

“The Three Horsemen of Mizzou” School of Accountancy, Robert J. Trulaske, Sr. 

College of Business, University of Missouri, 2013 Newsletter. 

3 

Davenport, Herbert J., “Economics of Enterprise”, Augustus M. Kelley Publishers, New York (1968). 

4 

Dorfman, Joseph, “Thorstein Veblen and His America”, Augustus M. Kelley Publishers, Clifton (1972). 

5 

Scott, DR, “The Cultural Significance of Accounts”, Scholars Book Co., Houston (1973). 

6 

Orin, Richard M., BS BA 1949 


Alumni Citation of Merit 

Alumni Citation of Merit awardees Marty Doerr, Joseph Maloney, and Mel Niemeyer with Vairam Arunachalam 

Trulaske College of Business bestows the 

Alumni Citation of Merit as the highest honor for alumni 

and friends of the college. This year, we are proud to 

note that three of the recipients are accountancy alumni. 

Their profiles and accomplishments are detailed below. 

Martin M. Doerr 

BS ACC ’76, University of Missouri 

Member in Charge of Tax, Brown 

Smith Wallace, LLC 

St. Louis, Missouri 

Marty is the Member-in-Charge of the Tax Practice of 

Brown Smith Wallace. He is responsible for the technical 

oversight of the tax practice, as well as overall client 

service, staff training and recruiting, and policy matters. 

Marty comes from The May Department Stores Company 

where he served as the Senior Vice President-Tax. While 

at May, Marty handled all aspects of tax compliance, IRS 

audits and negotiations, state income tax and sales tax 

audit issues, captive insurance formation, golden parachute 

planning, and other tax-advantaged business strategies. 

Before that, he was partner with Arthur Andersen, where 

he led the firm’s national retail tax practice. His areas of 

expertise include mergers and acquisitions, compensation 

planning, partnerships, and accounting methods. 

A licensed CPA, Marty is a member of the American 

Institute of Certified Public Accountants and the Missouri 

Society of Certified Public Accountants. Marty also is 

active in his community, serving as a board member 

(including treasurer and president) for the Greenbriar 

Country Club, and serving on the Accountancy Advisory 

Board for the Robert J. Trulaske, Sr. College of Business. 

He formerly served as parish council president and finance 

committee chairman for St. Monica Parish. 

Marty, who has been instrumental in establishing 

the Brown Smith Wallace Faculty Scholar, is a sponsorlevel 

member of the Davenport Society and a member of 

the Jefferson Club. Marty and his wife, Marianne (also 

a Mizzou alum), have four children, two of whom were 

spirited Tigers. Their daughter Monica was a four-year 

member and captain of the Mizzou women’s cheerleading 

squad and their son Adam was a founding member of the 

men’s club baseball team. 

Joseph P. Maloney, Jr. 


M ACC ’84, University of Missouri 

Partner, KPMG LLP 

St. Louis, Missouri 

Joe is an audit partner in KPMG LLP’s St. Louis 

office. He also leads that office’s audit group that 

specializes in serving Private Market Clients. 

Joe started his career with KPMG in 1984 after 

graduating from the University of Missouri. His clients 

have included both privately held and public companies, 


33

Alumni Citation of Merit 

including several clients who have prepared for or 

completed their initial public offerings. He also served 

several foreign-owned public entities with operations 

located in the United States. 

During his 30-year career, Joe’s client work has focused 

on clients primarily in the Consumer and Industrial 

Business segment. He also has been involved in several 

acquisition and divestiture projects, including assisting 

clients in due diligence on acquisitions for the review and 

evaluation of business combination considerations. 

Joe is the lead partner for KPMG’s recruiting team at 

the University of Missouri. In that role, he leads a team 

that has hired 40-50 accounting students annually over 

the last several years to join KPMG offices, not only 

in St. Louis and Kansas City but also throughout the 

United States in either full-time or internship positions. 

Because of the significant role the University of Missouri 

has played in KPMG’s national recruiting efforts, several 

students also have been placed internationally as part of 

their full-time or internship positions. 

Joe serves as a dedicated member of the School of 

Accountancy Advisory Board for the Robert J. Trulaske, 

Sr. College of Business. 

He and his wife, Linda, also a graduate of MU’s School 

of Accountancy (BS ACC ’83), met at Mizzou and are 

members of the Davenport Society and the Jefferson Club. 

They have two sons: Patrick and Daniel. 

manufacturing, distribution, consumer products, and 

business services sectors. He also draws on an international 

perspective after leading cross-border acquisition teams 

on transactions across the globe. Mel has had great 

impact in successfully guiding senior leaders considering 

acquisitions and divestitures as part of their strategy. 

Mel has guided Mizzou students as a team teacher 

and keynote speaker at the 2013 Beta Alpha Psi Initiation 

Banquet for accountancy majors. Mel is a life member of 

the Mizzou Alumni Association as well as a member of the 

Davenport Society and Jefferson club. While at Mizzou, 

he was a member of the honor societies Omicron Delta 

Kappa and QEBH. Mel was also a member of AASB, Beta 

Alpha Psi and the Homecoming Steering Committee. 

Mel is divorced and has two children: Lillian and 

Mara. Mel and his daughters live in Chicago, Illinois. 

Melvin J. Niemeyer 


MBA ’96, Harvard University 

Partner, Transaction Services Group, 

PricewaterhouseCoopers 

Chicago, Illinois 

Mel is PwC’s Deals Business Strategy Leader and a 

member of PwC’s Deals Leadership team. He started his 

career at PwC in 1989 in PwC’s audit practice in St. Louis 

and joined PwC’s Deals business in 1996 after earning 

his MBA. 

Since Joining the Deals business, Mel has advised 

both financial and strategic buyers on complex 

domestic and international transactions, carve-outs 

and disposals ranging from $10 million to $50 billion. 

With his expertise, Mel has advised over 500 deals 

across multiple sectors, advising corporate and private 

clients on evaluating targets in the industrial products, 


Networking Skills 

stages throughout your career – starting as early as a 

recommendation of which college to attend, to that first 

job out of college, to an internal promotion. Networking 

played a part in the opportunities that were presented to 

you and where you got the information that affected your 

choices and ultimately, your decisions. Simply defined, 

networking is friends helping friends. And in a broader 

sense, people helping people. 

So what’s the formula for networking success? 

First and foremost, recognize that you already have an 

established network. In fact, many of them. Your family 

is a network; your co-workers, your college friends, and 

your children’s parents are all networks. Who you see at 

church and any event that you attend on a fairly consistent 

basis, are all in your network. Start by asking your closest 

friends for introductions to people who you’re interested in 

meeting. They’ll be honored that you asked. The next step 

is to approach networking with a healthy mindset and then 

practice some simple networking tips. 

Denise Mills, LeaderFuelNow 

I have often been asked about our highly acclaimed 

professional development program (PDP) for accountancy 

and business students in the Trulaske College of Business 

at MU. To highlight an exemplar topic and individual, 

I talked to my good friend Denise Mills, Chief Mindset 

Officer and co-founder of LeaderFuelNow, “a leadership 

development consultancy specializing in shifting mindset, 

boosting performance and engaging and helping people be 

more effective in all areas of business and life.” Denise is 

a great friend of the School of Accountancy and has been 

a frequent visitor to our programs, along with her spouse, 

Rick Mills (BSBA-Accountancy, 1978; Chief Operating 

Officer of CBIZ MHM). I requested Denise to give me 

her perspectives on networking and she shared with me 

the following summary that provides an excellent analysis 

of the topic, along with some valuable tips. 

Most people acknowledge that networking is an 

essential competency for business success. And yet many 

cringe at the very thought of a room full of strangers 

engaging in small talk, glad-handing with feigned interest. 

But that image, and that mindset, is a very limited 

perspective of only one stereotypical networking activity. 

Networking is about connecting to information, 

resources, and to other people through relationships. 

For example, think about the different steps and 

A Healthy Mindset 

How you think about networking will directly affect your 

results. If you think it’s hard to do, you will make it hard 

for yourself. If you think it’s a waste of time, it will be. 

However, if you change your perspective and think that 

you can learn something from everyone you meet, you 

will. You will engage in conversations that are interesting 

to you and you will develop meaningful relationships 

along the way. 

Five Simple Tips 

1. Be purposeful: Know your why. Why do you 

feel you need to network? What are the benefits 

of developing new relationships at this stage of 

your life? What information or resource would 

be invaluable to you at this time? The answers 

to these questions will help you prioritize where 

to spend your networking time and energy. 

2. Be aware: Create your comfort zone. What 

is your networking style preference? One on one? 

Small groups or larger functions? What type of events 

do you enjoy most? Structured with a facilitator or 

unstructured networking where you’re on your own? 

Choose events that fit your style. Attend events where 

you’ll feel comfortable and the people who attend are 

the people whom you need to meet. This can easily 

be accomplished by calling the event organizers or by 


35

Networking Skills 

replying to the email invitation you received. Another 

option is to attend events with someone you know. 

3. Be intentional: Do your research. Who 

do you want to meet? Who has the information 

that you need to know? Go where they go. If you 

want to meet bankers, then attend the Banker’s 

Association events. CPA’s have a state organization 

with many local chapters. If you want to meet 

business people, then your local chamber is a good 

place to start. Chambers also sponsor specialized 

events for target audiences such as business leaders, 

small businesses and women’s events. And don’t 

forget about networking internally and developing 

relationships within your organization as well. 

4. Be prepared: Call ahead. Increase your 

comfort zone by knowing more about what you’re 

walking into. This can be easily accomplished by 

calling the event organizer to learn more about 

the event. How many people do they expect to 

attend? Is it a stand up cocktail event or will there 

be tables? Is there a speaker? If so, plan to stay a 

few minutes after the presentation as often the 

speaker’s topic creates great conversation. You 

may even choose to introduce yourself to the 

speaker after the event as they are typically subject 

matter experts who might be of value to you. 

5. Be meaningful: Engage in quality small 

talk. Create a short list of questions that align 

with what you need and what you’re interested in 

talking about. Ask questions such as “What are 

the current trends in your industry?” “How does 

technology affect the way you do business?” “What 

key data points drive your business?” This will 

create meaningful conversations wherever you go. 

Everyone’s style and comfort zone is different 

when it comes to networking. Adapt the tips 

above to fit your personal style. Developing 

quality relationships through networking will be 

invaluable to you throughout your career. 


2014 New Admit Class Orientation Banquet 

In September 2014, we welcomed 153 new admits to our 

150-hour program. The outstanding class is made up of 

students from at least eight different states and at least four 

countries, and boasted an average incoming GPA of 3.725. 

Students were welcomed into the program with a 

new admit workshop, held the first week of school. At 

the workshop students had the opportunity to network 

with each other and get to meet their EY Accounting 

Excellence Mentors (outstanding seniors in our program 

selected to be mentors to the coming class), who assisted 

these students working on the Accounting 3326 “Practice 

Set,” which is designed to refresh students’ knowledge over 

recording transactions, preparing closing and adjusting 

entries, and creating financial statements. Completion of 

the Practice Set enables the students to start their first 

Financial Accounting course on solid footing. 

A week later, the School of Accountancy hosted a New 

Admit Dinner at the Reynolds Alumni Center. The dinner 

was another chance for the new class to get to know each 

other, but also to network with accounting professors 

and recruiter from across the state and country. Marty 

Doerr, Member-in-Charge of the Tax Practice of Brown 

Smith Wallace, an alumnus of our program, served as the 

keynote speaker for the event. 


37

2014 New Admit Class Orientation Banquet 

Marty Doerr of Brown Smith Wallace was the keynote speaker 

Marty Doerr delivered an inspiring talk on the 

attributes of professional success 

Jennifer Sides (Anders – St. Louis) with students 

Jennifer Larkin (BKD) talking to students 

Trish Ross (PricewaterhouseCoopers) at the event 

Brett Lewis (Grant Thornton) introducing his team 


Kreg Brown (EKS&H-Denver) introducing his firm 

John Passanisi (EY), center, interacting with students 

Amy Gregory (Caterpillar) introducing her team 

Scott Picker and Elizabeth Griffith (Deloitte) with students 

Hannah Castellano introducing RubinBrown 

Jackie Hinkle (McGladrey) with a new admit 


39

2015 Graduation Banquet 

On April 23, 2015, a banquet was held at 

the University of Missouri Alumni Center 

for members of the 2015 graduating class 

of the 150-Hour program to celebrate 

their graduation and to commemorate 

their experience at MU. The banquet 

was attended by faculty and staff. The 

keynote speaker was John Tvrdik (BS 

ACC 1989), Managing Partner, Missouri 

Market, PricewaterhouseCoopers. John 

conveyed a very motivating message to the 

graduating students, and here are some of 

the wonderful memories from the event. 

More detailed coverage is available at our 

School’s Facebook page, including many 

fun “awards” presented at the event! 

Keynote speaker John Tvrdik (PwC Missouri Market Leader) interacting 

with Mizzou faculty members Matt Glendening and Nate Newton 


Students mingling prior to the event 

Tim Barron and friends/cohort at graduation 

Students celebrating graduation with “selfies” on their 

phones 

John Tvrdik delivered a highly insightful keynote 

address, emphasizing the importance of developing 

human capital and networking 

The graduation committee, Phyllis Moore, and Koni Daws with a cake 

befitting the occasion 


41


Graduation committee members draw (audited) lottery numbers for door prizes! 

Phyllis Moore received a standing ovation at the graduation ceremony for her retirement and service 

Prof. Billie Cunningham with her Acct 2036 TA team 


Prof. Chris Prestigiacomo (“Dr. P” as he is affectionately known to students) with his Acct 2037 

TA team 

Kristen Hockman with her Acct 2258 TAs 

Graduation committee members and program staff with John Tvrdik 


43


Nate Newton was selected by the graduating class as “Faculty Member of the Year” 

Jessica Hulett (2nd from left) with Phyllis Moore, Vairam Arunachalam, and Koni Daws, 

being recognized for her outstanding work study service for almost three years in the 



Study Abroad Update 

The International Accounting course is a graduate level 

course, delivered in blended format with the students 

spending six weeks in class at Mizzou prior to travelling 

abroad to see the learned concepts first-hand. In January 

2015, the International Accounting class once again 

travelled to London, England for the experiential learning 

portion of the class. 

Buckingham Palace 

The students arrived in London Wednesday morning, 

January 7 and met up with Director Koni Daws and 

Assistant Professor Matt Glendening. Via a guided 

bus tour, the group immediately began discovering the 

city of London by seeing the London Eye, Trafalgar 

Square, Hyde Park, the House of Parliament and stops 

at Buckingham Palace and Clarence House, Prince 

Charles’ London residence. On Saturday January 10, the 

group continued the guided sightseeing portion of the 

trip by exploring Westminster Abbey, Big Ben, St. Paul’s 

Cathedral, and of course, viewing the Crown Jewels 

during the Tower of London tour. 

January 8th the group began its schedule of 

professional site visits with a meeting with Michael Wells 

at the International Accounting Standards Board (IASB), 

where the students were updated on the implementation 

status of the International Financial Reporting Standards 

(IFRS) in various countries and where the United States 

is in that process. This was an excellent visit as it set the 

platform for IFRS discussions during the remaining 

profession visits. 

From January 9 through January 14th, the group 

met with several companies, including AT&T, PwC, 

Reinsurance Group of America (RGA), and EY. During 

the professional visits, the students were encouraged to 

Meeting at IASB 

Westminster Abbey 

John Slamecka, Regional VP-AT&T 


45

Study Abroad Update 

PwC Visit 

EY Visit 

Reinsurance Group of America (RGA) Visit 

FleishmanHillard 

Kathy McCormick outside 

Buckingham Palace 

The Jewel House Guards 

protecting the Crown Jewels 

ask questions and engage in discussion with 

speakers, all of which were high-level managers 

or executives with a wealth of knowledge 

and experience to share. Each visit provided 

a different perspective on International 

Accounting and some of the issues US companies 

encounter when going business globally. 

The professional visit portion of the trip 

was rounded off with a visit to St. Louisbased 

FleishmanHillard, an international 

communications agency with more than 80 

offices in 30 countries, which introduced the 

students to the public relations and marketing 

issues that face many industries globally. 

The students made the most out of their 

limited free time exploring the city of London. 

The School of Accountancy is currently 

planning next year’s trip to London, which 

include visits to public and private accounting 

firms, the IASB, FleischmanHillard, and 

hopefully one or two private manufacturing 

companies outside of London. 


Beta Alpha Psi Initiation Banquet 

The Beta Alpha Psi Initiation banquet was held Thursday, April 16, 2015 at Tiger Hotel. In attendance were all new BAP 

initiates and officers, accountancy faculty/staff, and representatives from all our recruiters. Scott Picker, Deloitte Tax 

Partner in Kansas City, served as the keynote speaker for the event. 

The Missouri BAP chapter is one of the oldest in the nation 

and has a long tradition 

Scott Picker with Deloitte Professor Ken Shaw 


47

Beta Alpha Psi Initiation Banquet 

During his keynote address, Scott Picker emphasized several valuable points for career success 

A group photo of BAP initiates at Tiger Hotel 


CBIZ MHM Case Competition 

On March 13th, Business Career Services (BCS) hosted the CBIZ MHM Accounting Case Competition. The event was a 

grand success, with more than a half dozen teams competing, and the leadership team of CBIZ MHM, along with Denise 

Mills and Vairam Arunachalam, serving on the judges panel. 

Inaugural BCS Accounting Case Competition 

Sponsored by: 

Register for this exciting opportunity today! 

We’re looking for 6 teams of 3-4 undeclared accounting and 

accounting emphasis students! 

FIRST PRIZE: $2,000 - SECOND PRIZE: $1,000 

WHEN: March 12 & 13 - WHERE: Cornell Hall 

For more information, please contact: Ryan Murray in BCS 

To register, please visit: 

facebook.com/mubcs or twitter.com/mubcs 

Business Career 

Services 

“Chief architect” Mark Winiarski providing the judging panel (Rick Mills, 

Denise Mills, Bill Hancock, and Vairam Arunachalam) with case guidelines 

Students were asked to analyze a 

revenue recognition case 


49

CBIZ MHM Case Competition 

Student team presenting 

A student team presenting its analysis 

2nd place winning team with judges panel 

1st place winning team with judges panel 

Case competition participants with judges and Roxanne LaMonica (1st row, L), recruiting 

leader for CBIZ MHM 


Guest Lectures/Snapshots from the Year 

Boyd Behnke (KPMG – retired national partner for quality assurance) visits Professor Nate Newton’s Intro to Auditing 

class as a guest professor during the Fall 2014 semester 

Chris Barbee (PwC – retired global head of Forensic 

Services) at Traditions Plaza (across from Jesse Hall) after 

homecoming visit to Mizzou 

Mizzou Tiger, Paul Vogel, visits the School of 

Accountancy Office on way to Partnership 

Taxation class with Law/Accountancy students 


51


David Swiney (KPMG) delivering a guest lecture in the Fraud Examination class 

KPMG recruiting team visits Cornell Hall 


Stevie Neuman (2nd from right) with Brown Smith Wallace leadership team at Bellerive Country Club in St. Louis (L to R: 

Chris Menz, Jenna Kerwood, Doug Eckert, and Marty Doerr) 

December 2014 graduating class 


53


Jim Burton (Grant Thornton) delivering a guest lecture in Fraud Examination class 

Retirees at School’s Holiday Luncheon (L to R): Jim & Sandy Stallman, 

Earl Wilson, Mary Meyer, Loren Nikolai, Ele & Ray Dockweiler 


Alumni News 

News updates 

Lindy Thomas Antonelli (BSBA-Accountancy, 1985), 

Partner at Armanino, has been awarded the Top Intacct 

Cloud Financials Software Reseller for the 5th year in 

a row. She leads her firm’s national Cloud Accounting 

Solutions practice out of their Naperville, IL office. 

Jeff Comotto - After retiring from Anheuser-Busch 

in January 2014, Jeff and his wife, Christine, opened The 

Inn at Defiance, Missouri, a boutique Bed & Breakfast 

in Missouri’s premier wine region! More information 

is available at http://www.thedefianceinn.com/. 

Campbell Arthur Griffin, Jr., (MA ’52) is now 

located in Houston. He was formerly a partner in 

the law firm of Vinson & Elkins L.L.P., and was a 

member of the Management Committee of the Firm 

from 1981 through 1990. He was the Partner in 

charge of the Firm’s Dallas office from its opening in 

July, 1986, until September, 1989. Mr. Griffin retired 

as a Partner of the Firm on December 31, 1992, 

after more than thirty-five years with the Firm. 

Larry N. Killough (PhD ’69), KPMG Professor 

of Accounting and Information Systems in the 

Pamplin College of Business at Virginia Tech, has 

been conferred the title of “professor emeritus” by 

the Virginia Tech Board of Visitors. The title of 

emeritus may be conferred on retired professors, 

associate professors, and administrative officers who 

are specially recommended to the board of visitors by 

Virginia Tech President Timothy Sands. Nominated 

individuals who are approved by the board of visitors 

receive the emeritus honor from the university. 

Don McGregor, BS BA ’79, of Madison, Conn., 

retired from AT&T Alascom in Anchorage, Alaska, 

after 29 years as executive director of finance. 

John Moore, BS Acc ’91, JD ’94, of Prairie 

Village, Kan., a partner at Husch Blackwell, was 

named a 2014 BTI Client Service All-Star. 

Brad Richmond retired from Darden after more than 

32 years with the company. He spent nearly 9 years as 

CFO, and moved into an advisory role to assist with the 

transition subsequent to his retirement. Brad continues 

to serve on the School of Accountancy Advisory Board. 

David Wasinger, BS Acc ’85, of St. Louis, managing 

partner of the Wasinger Law Group PC, won what 

online magazine Business Insider called the two 

biggest cases from the 2007-09 U.S. financial crisis. 

The cases involved JPMorgan Chase & Co. and Bank 

of America. He served on the UM System Board 

of Curators from February 2005- April 2011. 

Promotions 

Ernst & Young LLP announced that 

Dave Anderson (BSBA ’86) has been 

promoted to managing partner for its 

Kansas City office, will retire on June 

30, 2015, and be replaced by Tax Partner. 

Anderson has 28 years of experience in 

accounting and handled some of the 

firms largest accounts in the Kansas City area. He’s a 1986 

graduate of the University of Missouri-Columbia, where 

he now leads campus recruiting for Ernst & Young. 

Anderson serves as co-director of the Central Midwest EY 

Entrepreneur of the Year program, and is the Kansas City 

office’s Inclusiveness Leader and executive sponsor of its 

Diversity Professional Network. 

Andrew Espe (MAcc 2001) has spent 

the last 14 years serving financial 

services industry clients as a part of 

KPMG’s Audit practice. After 

graduating from Mizzou, he began his 

career with KPMG in the St. Louis 

office in 2001 and was recently promoted 

to partner in the fall of 2014. In his new role, Andrew leads 

engagement teams through financial statement audits for 

public and private clients in St. Louis, Indianapolis, 

Cleveland, and Cincinnati. Andrew had a frontline view of 

the issues of the Financial Crisis for some of the largest 

financial institutions in the U.S. and has extensive 

experience with registration statements for initial public 

offerings, business combinations and fair value 

measurement matters. He volunteers with the United Way 

of Greater St. Louis Community Investment Committee 

and leads KPMG’s Junior Achievement Finance Park 

initiatives in St. Louis. When he can get away, his passion 

for golf has taken a temporary back seat to soaking up all 

of the time he can with his family (wife, Jessica 

(Niedbalski) Espe – BHS Communication Science and 

Disorders 2000, daughter, Celia (age 9) and son, Anderson 

(age 7)), especially for coaching his kids’ softball, baseball 

and basketball teams. 


55

Alumni News 

Jenny Ramsey (MAcc 2000) was 

admitted as an assurance partner at PwC 

last year. Jenny brings over 14 years of 

experience providing audit services to 

both public and prively held companies 

across a wide range of industries. Based 

in Kansas City, she serves global audit 

clients in both asset management and insurance, and 

through these engagements, her experience includes 

financial audits in regulated industries, public registration, 

and controls reviews. 

Josh Scheinerman (MAcc 2000) has 

been with KPMG since graduating from 

our accounting program 15 years ago 

and provides audit services to clients 

primarily in the Media and 

Telecommunications, Renewable Energy 

and Industrial Manufacturing industries. 

Prior to graduating, he began his career with KPMG as an 

intern in the St. Louis office, and then joined the firm full 

time in 2000. Josh was recently promoted to partner in the 

fall of 2014. He gained valuable international experience 

while on a four year assignment (2006 to 2009) in KPMG’s 

accounting and advisory practice in Zurich, Switzerland 

where he worked with clients on a range of cross-border 

transactions involving complex accounting and financial 

reporting issues. This opportunity provided Josh with 

valuable insights to the risks and challenges organizations 

face on the global stage, and helps his clients navigate 

complicated financial reporting environments. He has also 

worked with clients on a number of SEC registrations, 

IPOs, and business combinations. He co-champions his 

firm’s local Great Place to Work Committee, which is an 

important employer of choice initiative for KPMG. Josh 

grew up in Phoenix, Arizona prior to pursing his 

accounting education and degree with us in Missouri. He 

and his wife Lindsay enjoy sports, traveling, and parenting 

their two dogs Stu and Ducky. 

Wedding 

Lindsey Belvins, BS Acc ’08, of Blue Springs, Mo. And 

Ryan Volmert, BS BA ’07 of St. Peters, Mo., Sept. 29, 2012. 

Awards 

The Kansas City Business Journal named the following 

alumni as 2014 CFO of the Year Award winners: 

Jim Fitts, BS Acc ’87, Milbank Manufacturing Co. Inc. 

Ray Smith, BS Acc ’87, Ray Smith PKD Foundation 

The St. Louis Business Journal name the following alumni 

as one of the 2015 CFO of the Year Award winners: 

Pamela Boone, BS Acc ’85, CFO of Synergetics USA Inc. 


Dr. Quiester Craig Visits Mizzou 

We had the honor of hosting Dr. Quiester Craig (PhD ’76) at Mizzou on Thursday, August 28, 2014. 

As one of the longest-serving business deans in US history, Dr. Craig brought unique and invaluable perspectives to 

all the groups that he met with. He interacted with several students groups, faculty/staff, and administrative leadership. 

We were pleased to welcome Dr. Craig back to Mizzou! 

Below are some snapshots from Dr. Craig’s memorable visit. 

Dr. Craig with Vasey Academy students 

Dr. Craig talked about the values of 

persistence and the pursuit of excellence 

in life 

Dr. Craig with Vairam Arunachalam and Dale Wright 

Dr. Craig with Daryl Smith (Director of Diversity) and Isaac Glover 

Dr. Craig’s visit during our centennial year 

was a very appropriate timing 


57

In Memoriam 

James O’Leary, BS BA ’53, of Gladstone, Mo., 

Jan. 1, 2014, at 91. Jim was born March 29, 1922 in 

Tulsa, OK to Dennis and Nona O’Leary. He was an 

Army veteran of World War II where he served as a 

messenger. Following the war he attended the University 

of Missouri and received an accounting degree. Jim 

was employed by the Internal Revenue Service from 

where he retired. He loved playing tennis, attending 

baseball games and the Missouri Tigers and the Kansas 

City Chiefs. He never met a stranger. In his later years 

his niece, Theresa, would take him to Argosy Casino 

where he enjoyed gambling. He was preceded in death 

by his parents; brother, Frank; sisters, Grace, Cecilia, 

Mary, Gerry and Patricia. Survivors include a brother, 

Philip O’Leary, and several nieces and nephews. 

Gina Tutera Lanham 

was born June 23, 1964, the 

last and 6th child of Frank 

and Elena Tutera. She was 

a graduate of the University 

of Missouri, Sinclair School 

of Nursing in December of 

1986. She worked for the 

UMC Hospital and Clinics 

from January 1987 until 

April 1994 as an RN in both 

Rehabilitation and later in 

Labor and Delivery. She continued her career in Labor 

and Delivery at Christian Hospital and St. John’s Mercy 

Medical Center (now Mercy) until October of 2014, when 

she was diagnosed with metastatic breast cancer. She died 

May 8, 2015 and is survived by her husband of 25 years 

Steven G. Lanham (BSAcc ’92, MAcc ’93). 

Gina was an avid sports and fitness enthusiast. She 

would spend her free time spinning, bicycling, running, 

weight lifting, and most recently participating in cross 

fitness. She loved a physical challenge and would never 

give up without trying something at least 3 times. She 

played golf, liked to travel and loved coming to Columbia 

every fall for tailgating and MU Football. She loved the 

city and the university so much she planned to live there 

when she retired. 

Gina endowed her portion of their estate to the 

Sinclair School of Nursing to help ensure that the school 

maintains a high standard of nursing education for years 

to come. 


A Walk Back in Time with Dr. Kvam 

Dr. Bob Kvam, who passed away last year at 92, was an ardent and dedicated teacher and friend. Those who knew him 

have narrated to me their joyful experiences with him as teacher. One part of this relates to how thoughtfully he did the 

things he did. Below is an article that his daughter Janet brought to my office recently. The article is a poignant look not 

only at technology, but also a partial insight into how methodical Dr. Kvam was during his illustrious career at Missouri. 


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61



Phyllis Moore Retirement Celebration 

Phyllis Moore retired June 1, 2015, after 25 years of 

distinguished service at Mizzou. She was with the School 

of Accountancy for 7 years and retired as the Director 

of the 150-Hour and Master of Accountancy Programs. 

Below are some pictures from her retirement reception 

with family, friends, faculty, staff, and retirees. 

Phyllis outside her office 

Koni Daws presenting a gift from the School 

and staff 

Family & friends at her reception 


63

Phyllis Moore Retirement Celebration 

Dr. Mary Beth Marrs congratulating Phyllis 

Phyllis being recognized by students 

Specialty cake designed for Phyllis’ retirement 

Grace Butler, Phyllis and her family listening to Dr. Nikolai’s tips for successful retirement 


What’s New at MIZ-ZOU? 

Traditions Plaza 

Located in the heart of the University of Mizzou’s campus, in honor of the 175th Anniversary, is the newly opened 

Traditions Plaza. This is an outdoor gathering location consisting of bricks carved with quotations, MU traditions 

and locations, and donor’s names funded by the Mizzou Alumni Association (MAA). 

This outdoor amphitheater/stage is perfect for not only classes, but concerts, rallies, and informal gatherings. 

Read more at http://mizzoumag.missouri.edu/2014/11/introducing-traditions-plaza/. 

New Building Announcement – Applied Learning Center 

On May 18, 2015, outside the Trulaske College of Business, Governor Nixon announced that matching funds of 

$10 million would be provided towards the construction of the Applied Learning Center – an expansion of the 

Trulaske College of Business at the University of Missouri. 

MU Chancellor R. Bowen Loftin, 

Gov. Jay Nixon, Harbour Group 

President Samuel A. Hamacher 

and UM System President Tim 

Wolfe gather outside the Trulaske 

College of Business to announce 

the allocation of $10 million in 

state funds for applied learning. 

Photo by Nicholas Benner 


65

What’s New at MIZ-ZOU? 

Mizzou Recreation Complex 

Students on campus continue to enjoy the state of the art Mizzou Recreation facility which was constructed in the early 

2000’s. Activities enjoyed include RecSports, Club Sports, Personal Training, Aquatic Activities, and so much more 

throughout the facility in the middle of campus. New additions this year included Clark’s Boxing Gym where students can 

enjoy drop-in classes as well as open gym activities as well as Stalcup’s Garage in which students participate in open gym 

sessions to facilitate strength and stability through the use functional training equipment. 

Mizzou Rec.com 

The MU Student Center remains a central point for our students on campus. Whether meeting for one of their various 

student organizations, grabbing a meal between classes or coordinating with many of the student resources that are 

located with the center, students feel at home within their student center. 


Top Program for Top Students / Career Preparation 

TOP PROGRAM FOR TOP STUDENTS 

Leading CPA pass rate The average first-time pass 

rate on the Uniform CPA Examination is above 75 percent 

- impressive, as the average nationwide rate is below 

50 percent. 

425 students Approximate number of students in 

the program. Our small size helps foster a unique sense 

of community with students. 

Scholarships Nearly $150,000 in scholarships are 

awarded by the School of Accountancy annually in 

addition to University of Missouri scholarships. 

Internships Almost all students complete a professional 

accounting internship for academic credit. Above 

95 percent result in full-time placement. 

Jobs and Salary Above 95% placement rate 

for graduates with an average starting salary well 

above $50,000. 

Not Just Public Accounting 

Though the program is geared 

towards public accounting, 

students also take positions with 

corporations, governmental 

agencies, non-profits, and start 

their own firms. 

CAREER PREPARATION 

Today’s successful accountant needs a breadth of skills. 

CPAs are essential to good stewardship of a company’s 

goals and assets, understanding the dynamic marketplace 

and the bottom-line impact of major business decisions. 

WHAT OPPORTUNITIES EXIST 

AT TRULASKE? 

Accounting Student Organizations Association 

of Accountancy Students, Association of Certified 

Fraud Examiners, Beta Alpha Psi, National Association 

of Black Accountants, NASBA-CPT, Tax Club 

Specialization Track Graduate Certificate in Taxation 

Business Case Competitions Deloitte Tax 

Competition, KPMG International Case Competition, 

PwC xACT and xTax Competitions, AICPA Case 

Competition 

Speaker Series We bring in experts in accounting to 

share industry insight. 

Uses of the 

Business Graduate 

Supplemental Fee 

■ 150-Hour Program staff 

■ Orientation events 

■ Graduation events 

■ Teaching resources 

■ Databases (e.g., RIA tax database + FASB 

Codification database) 

■ Newsletter and alumni/recruiter relations 


67

University of Missouri 


303 Cornell Hall 

Columbia, Missouri 65211 

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School of Accountancy 2015 Newsletter

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