Business
Education:
BS Stanford University, Stanford, CA – June 1986
BS Stanford University, Stanford, CA – June 1986
MS Stanford University, Stanford, CA – June 1988
Ph.D. Stanford University, CA – June 1966
Licenses/Certificates:
Advanced Accounting Certificate – December 2005
Stanford Certified Project Manager – February 2007
Certified Public Accountant (CPA) – August 2007
Awards:
Awarded a $30,000 grant by the Maryland Community Health Resources Commission to evaluate the financial condition of applicants seeking public funding. Applicants are not-for-profit entities and county health departments that provide health services to low-income residents of the state of Maryland.
Nominated by the Chair of the Department of Accounting at Towson University for the Best Scholar Award in the College of Business and Economics for 2007-2008.
Publications:
- “First Grove Bank: A Case of Loan Fee Amortization According to SFAS 91 for Non-Traditional Loans”, under review at the Journal of Accounting Education.
- “Evaluating the SEC Review of Commercial Banks: Evidence from Comment Letters”, under review at The Economic Bulletin.
- “Banks Search for Bottom”, December 2008, The Trusted Professional.
- “The Banking Committee Reviews Credit Crisis One Year Later: Analysis and Outlook”, September 2008, The Trusted Professional.
- “The New Face of GAAP: FASB’s GAAP Codification”, July 2008, The Trusted Professional.
- “Restatements at Financial Institutions: Lessons Learned”, June 2008, Bank Accounting and Finance.
- “Is the SEC a Tough Enough Watchdog? Evidence from Comment Letters, December 2007, The CPA Journal.
- “Getting a Handle on Loan Fees”, August 2007, Journal of Accountancy.
Presentations:
- “First Grove Bank: A Case of Loan Fee Amortization According to SFAS 91 for Non-Traditional Loans”, August 2008, 2008 Annual Meeting of the American Accounting Association.
- “Evaluating the SEC Review of Commercial Banks: Evidence from Comment Letters”, April 2008, 2008 Mid-Atlantic Regional Meeting of the American Accounting Association.
- “First Grove Bank: A Case of Loan Fee Amortization for Non-Traditional Loans”, April 2008, 2008 Mid-Atlantic Regional Meeting of the American Accounting Association.
- “Accounting Information Systems: The Investment Accounting Sub-ledger”, May 2007, invited presentation, SUNY Buffalo.
- “Optimal Smoothing of Reported Earnings”, April 2007, presented at the 2007 Northeast Meeting of the American Accounting Association.
Professional Conferences and Panels:
- “Off-Balance Sheet Accounting Changes”, scheduled for October 2009, organizer and presenter, Banking Committee, New York State CPA Society.
- “Anti-Money Laundering and Regulatory Update for Financial Services”, August 2009, organizer, Banking Committee, New York State CPA Society.
- “Current Regulatory Issues in Banking”, June 2009, organizer and moderator, Banking Committee, New York State CPA Society.
- “Opportunities for de novo Banks in Troubled Economic Times”, April 2009, organizer and moderator, Banking Committee, New York State CPA Society.
- “Overview of the FASB and IASB’s Financial Statement Presentation Project”, February 2009, organizer and moderator, Banking Committee, New York State CPA Society.
- “Update on Accounting Matters Affecting Banks”, November 2008, organizer and moderator, Banking Committee, New York State CPA Society.
- “Credit Markets”, September 2008, panel discussion leader at the Annual CPA Banking Conference in New York City.
- “First Year Anniversary of the Credit Crisis – Where are we?”, August 2008, organizer and moderator, Banking Committee, New York State CPA Society.
- “The Banking Sector – Investors’ Perspective”, August 2008, organizer and moderator, Banking Committee, New York State CPA Society.
- “FASB’s GAAP Codification”, June 2008, organizer and moderator, Banking Committee, New York State CPA Society.
- “Technology Risk Assesment and Trading Risk”, September 2007, panel discussion leader at the Annual CPA Banking Conference in New York City.
For the complete CV, Click Here.
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