CFO / Controller & Financial Professional Annual Update: External Assurance and Reporting - Mastering The Value – Risk Challenge

I am the Director of Accounting Program Initiatives at the University of Houston, where I design and teach Sustainability / ESG content. In this role, I also design and support programs that address the "pipeline" challenge of attracting students to the Accounting profession.

I began my career in the assurance and consulting practices of Deloitte. After serving as a Consulting Partner at BDO, then the sixth largest global accounting firm, I co-founded a series of boutique consulting practices. I maintain specialties in valuation, risk management, business modeling, decision analysis, forensic analysis, educational gaming, and strategic planning.

My award-winning business case and educational game "Save The Blue Frog" teaches the balancing of economic outcomes with social and environmental considerations. I continue to develop customized versions of "Save The Blue Frog," including a Texan version called "Save The Bats."

I previously served as Professor of Accounting and Chair of Accounting, Economics, and Finance programs at Houston Baptist University. Earlier in my career, I taught for the Universities of Connecticut and Massachusetts in the U.S., Maastricht University in the Netherlands, and elsewhere. I have also presented my work at Dartmouth College, Harvard Law School, Johns Hopkins University, and Yale University.

I authored or co-authored more than thirty peer reviewed articles in the Journal of Banking and Finance, the International Journal of Accounting, Research in Accounting Regulation, the CPA Journal, the Journal of Financial Planning, and elsewhere. I authored more than five hundred blog posts and numerous book chapters, newsletters, and podcasts for Wiley, Routledge, Henry Stewart, Kaplan, and others. I also authored a book on Business Planning and Entrepreneurship for Business Expert Press.

From 2014 to 2023, the Social Science Research Network (SSRN) ranked me in the All-Time Top 10% of global researchers. My top-ranked article, entitled "Libor Manipulation," was published several months before the global banking scandal exploded in the public business press.

I serve on the Board of Directors of TXCPA Houston, the Leadership Council of the TXCPA, the Editorial Advisory Board of the CPA Journal, and the Advisory Board of the Center for Professional Accounting Practices at Fordham University.

I earned a PhD in Behavioral Accounting from the University of Connecticut and a MPPM in Public and Private Management from Yale University. I also earned a BBA in Public Accounting from Baruch College, CUNY.