curriculum vita robert trezevant university of … vita robert trezevant associate professor...

Curriculum Vita Robert Trezevant Associate Professor University of Southern California Los Angeles, California 90089-0441 (213) 740-5013; [email protected] Educational Background

University of Arizona: Ph.D. December 1989. Major area: Accounting; Minor area:

Finance

University of California at Berkeley: Masters of Business Administration June 1980

Stanford University: Bachelor of Arts in History June 1971

Grants, Awards, and Honors

Research Paper Awards

Journal of Accounting & Economics Best Paper Prize (Awarded to “the most

innovative paper published in the Journal of Accounting & Economics in 2007 that is

likely to have the greatest impact on the profession”), for DeFond, M., Hung, M., and

R. Trezevant, “Investor Protection and the Information Content of Annual

Earnings Announcements: International Evidence”, Journal of Accounting and

Economics 43: 37-67: 2008

American Taxation Association’s 2006 Tax Manuscript Award (Best Paper Award)

for “Is a Dividend Tax Penalty Incorporated into the Return on a Firm’s Common

Stock?”: 2006

American Taxation Association’s 2001 Tax Manuscript Award (Best Paper Award)

for “A Test of the Theory of Tax Clienteles for Dividend Policies”: 2001

Honorary Professorship

Honorary Professor, School of Public Accounting and Management of the Universidad

Autonoma de Nuevo Leon in Monterrey Mexico (largest public accounting school

in Mexico): 2005-present

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Curriculum Vita (continued): Robert Trezevant Grants, Awards, and Honors (continued)

Teaching Awards

Marshall School of Business Golden Apple Teaching Award (MBA elective): 2009

Marshall School of Business Golden Apple Teaching Award: 1998

Business Week MBA Rankings: Named a “Favorite Professor” and Course ACCT 581

Named a “Favorite Elective” by MBA Students: 1998

Meritorious Teaching Award, University of Arizona: 1989

Grants, Fellowships, Scholarships

Elaine and Kenneth Leventhal Research Fellow: 1997-2009

Project Member of a USC team receiving a USAID PEG Grant “Capacity Building for

Decentralization in Indonesia”: 1999-2003

Sabbatical Leave: Fall 1998

Marshall School of Business Summer Research Grant: 1994-1996

CIBEAR International Development Faculty Grants: FY1999; FY1998; FY1996

KPMG Peat Marwick Faculty Fellow: 1995-1998

KPMG Peat Marwick Research Fellow: 1992-1995

Price Waterhouse Tax Fellowship: 1992

Research Funding, KPMG Tax Research Opportunities: 1989; 1988

California Society of CPAs Doctoral Grant: 1986-1988

Deloitte Haskins and Sells Doctoral Fellowship: 1988

Peat Marwick Foundation Doctoral Scholarship: 1987

American Accounting Association Doctoral Fellowship: 1986 2

Curriculum Vita (continued) Robert Trezevant

Grants, Awards, and Honors (continued)

Other Honors and Awards

College Bound: How the University of Southern California is Preparing Neighborhood

Children for College Success. I supervise the Academy of Finance program at USC

(described below). In 2008, the Program was chosen to be in the College Bound

book, which describes USC’s community outreach programs that are successful

in helping disadvantaged youth prepare for college, get admitted, and have

successful college careers. The book was prepared by USC’s Civic and

Community Relations, and was released in 2010 concurrent with President Sample’s

retirement.

Member Urban Education Partnership High School Academies (Academy of Finance) Advisory

Council: 2005-present

Member Los Angeles Educational Partnership Academy of Finance Advisory Council:

2000-2004

Appointed to Excellence Awards Advisory Committee to help select outstanding

teachers, communities, and schools within the Los Angeles Unified School District

(awards of $5,000 to $10,000 funded by The Ahmanson Foundation): 2003

Distinguished Resident Faculty at the AAA/Deloitte & Touche/ J. Michael Cook

Doctoral Consortium: 2001

Special Recognition Award for involvement (lead role) in Marshall School of Business

partnership with National Academy of Finance and Los Angeles Educational

Partnership that offers two-unit course to inner-city high school seniors: 2000

Keynote Speaker: 2002 Annual Conference of CAPA (Chinese Accounting Professors

Association) in Chengdu China

American Accounting Association Doctoral Consortium: 1988

3


Educational Experience-Teaching

University of Southern California: August 1990-present

Courses taught: Undergraduate: Introduction to Federal Taxation; Core Concepts of

Accounting Information; Accounting Issues and Decision Making I and II*; External

Financial Reporting Issues I & II*, Intermediate Accounting for Business Majors

(part of new Marshall School Certificate Program)*

Graduate: Taxes and Business Decisions*; Financial Statement Presentation and

Analysis*; Corporate Accounting and Reporting*; Accounting for Mergers and

Acquisitions;*; Indonesia and the Asian Economic Crisis (PRIME)*; Executive

education courses for Amgen Inc.*; various PRIME pre-trip courses*

*courses newly designed or completely redesigned by Dr. Trezevant

China Europe International Business School in Shanghai China, 2002:

Course taught: Financial Statement Analysis in full-time MBA Program

University of Arizona: Lecturer Jan. 1990-May 1990; Teaching Assistant August 1986-

December 1989. Courses taught: Financial Statement Analysis (Masters level);

Introduction to Federal Taxation

California State University at Chico: Lecturer Aug. 1984-May 1985

Courses taught: Introduction to Federal Taxation; Managerial Accounting

College of Marin: Lecturer (tenured) Aug. 1980-July 1984; Aug. 1985-July 1986

Courses taught: Introduction to Federal Taxation; Business Statistics; Managerial

Accounting; Financial Accounting

San Francisco State University: Lecturer August 1980-May 1982

Course taught: Managerial Accounting

Experience (other than educational)

Hilton Hotels Corporation: Management Positions 1975-1978

U.S. Navy: Supply Corps Officer aboard USS KISKA (AE-35) 1971-1975

4

Curriculum Vita (continued): Robert Trezevant Research Publications

Financial Accounting Topics

Dhaliwal, Dan, Chris Hogan, Robert Trezevant, and Michael Wilkins. 2011. Internal

Control Disclosures, Monitoring, and the Cost of Debt. The Accounting Review 86

(4): 1131-1156.

Presented at The Ohio State University, Monash University.

DeFond, M., Hung, M., and R. Trezevant. “Investor Protection and the Information

Content of Annual Earnings Announcements: International Evidence.” Journal of

Accounting and Economics 43 (2007): 37-67.

Journal of Accounting & Economics Best Paper Prize (Awarded to “the most

innovative paper published in the Journal of Accounting & Economics in 2007 that is

likely to have the greatest impact on the profession”): 2008

Acknowledged as helping make the book Regulating Competition in Stock Markets-

Antitrust Measures to Promote Fairness and Transparency through Investor

Protection and Crisis Prevention (John Wiley, 2012) possible.

Abstract published in SSRN’s Abstracting Journal for the FARS (Financial

Accounting and Reporting Section of AAA) Mid-Year Meeting

Presented at the FARS (Financial Accounting and Reporting Section of AAA) Mid-

Year Meeting in San Diego: 2005; International Conference on Corporate

Governance in China and Asia: 2005; UCLA: 2004; University of Tennessee: 2004

Summary published in Marshall Review (on-line publication): December 2004

Hung, Mingyi and R. Trezevant, “Insider Trading and Corporate Governance

Structure: Evidence from Southeast Asia.” Abstract and Summary in Collected Papers

of 2002 Annual Conference of CAPA (Chinese Accounting Professors Association).

Dhaliwal, D., K.R. Subramanyam, and R. Trezevant. “Is Comprehensive Income

Superior to Net Income as a Summary Measure of Firm Performance?” Journal of

Accounting and Economics 26 (1999): 43-67.

Invited presentation at Journal of Accounting and Economics Conference titled

Accounting in the Twenty-First Century, April 1998. 5


Research Publications (continued)

Financial Accounting Topics (continued)

Kinney, M. and R. Trezevant. “The Use of Special Items to Manage Earnings

and Perceptions.” Journal of Financial Statement Analysis 3 (1997): 45-53.

Summary and Abstract by Laurie Effron, CFA, The World Bank, published in The

CFA Digest 28 (Spring 1998)

Presented at University of Washington, October 1994; University of British

Columbia, October 1994.

Abstract published in Journal of Accounting Abstracts, v. 2, no. 16 (June 1996)

Dhaliwal, D.S., M.T. Ross, R.H. Trezevant, and M.S. Wilkins. “Equity

Valuation Models: The Relative Performance of Financial-Statement-Based and

Beta-Based Proxies for Equity Risk.” Journal of Financial Statement Analysis 1

(1996): 31-42.

Taxes and Dividends

Dhaliwal, D.S., O.Z. Li, and R. Trezevant. “Is a Dividend Tax Penalty Incorporated

into the Return on a Firm’s Common Stock?” Journal of Accounting and

Economics 35 (June 2003): 155-178.

Awarded American Taxation Association’s 2006 Tax Manuscript Award (Best Paper

Award).

Presented at University of Southern California Faculty Research Retreat, April 2001.

6



Taxes and Dividends (continued)

Dhaliwal, D., M. Erickson, and R. Trezevant. “A Test of the Theory of Tax

Clienteles for Dividend Policies.” National Tax Journal 52 (1999): 179-194.

Awarded American Taxation Association’s 2001 Tax Manuscript Award (Best Paper

Award)

Abstract published in Auditing, Litigation and Tax Abstracts-APS on May 12, 1999

Summary and Authors’ Response to Discussant’s Comments published in

Proceedings of the 1995 University of Illinois Tax Research Symposium

Presented at the 1995 National Bureau of Economic Research Universities Research

Conference “Taxes and Financial Behavior”; USC Accounting Research Forum,

October 1996; University of Texas at Austin, September 1996; Michigan State

University, April 1996; UCLA, March 1996.

Taxes and Inventory Accounting

Dhaliwal, D.S., R.H. Trezevant, and M.S. Wilkins. “Tests of a Deferred Tax

Explanation of the Negative Association Between the LIFO Reserve and Firm

Value.” Contemporary Accounting Research 17 (Spring 2000): 41-59.

Presented at Arizona State University, November 1997; University of Southern

California Faculty Research Retreat, October 1997.

Trezevant, R. “LIFO Adoption and the Tax Shield Substitution Effect.” Journal

of the American Taxation Association 18 (1996): 18-31.

Presented at Second Annual Journal of the American Taxation Association Tax

Research Conference titled “Taxes and Business Strategy”, February 1996.

Dhaliwal, D.S., M. Frankel, and R. Trezevant. “The Taxable and Book Income

Motivations for a LIFO Layer Liquidation.” Journal of Accounting Research 32

(1994): 278-289

7



Taxes and Inventory Accounting (continued)

Frankel, M. and R. Trezevant. “The Year-End LIFO Inventory Purchasing

Decision: An Empirical Test.” The Accounting Review 69 (1994): 382-398

Summary published in Proceedings of the 1991 University of Illinois Tax Research

Symposium as “Year-End Inventory Purchases by LIFO Firms: Tax Minimization

and Debt Covenant Restriction Determinants.”: 37-38 (summary) and 43-44

(authors’ response to discussant’s comments).

Presented at University of Illinois Tax Research Symposium, September 1991.

Taxes and Capital Structure

Trezevant, R. “Debt Financing and Tax Status: Tests of the Substitution Effect

and the Tax Exhaustion Hypothesis Using Firms' Responses to the Economic

Recovery Tax Act of 1981.” Journal of Finance 47 (1992): 1557-1568

Dhaliwal, D., R. Trezevant, and S. Wang. “Taxes, Investment-Related Tax

Shields and Capital Structure.” Journal of the American Taxation Association 14

(1992): 1-21

Summary published in Proceedings of the 1989 University of Illinois Tax Research

Symposium as “Taxes, Investment, and Financing.”: 42-46

Presented at University of Illinois Tax Research Symposium, September 1989.

Other Tax Research

Trezevant, R. “Discussion of ‘Divestiture Structure and Tax Attributes: Evidence

from the Omnibus Budget Reconciliation Act of 1993’.” Journal of the

American Taxation Association 22 (Supplement 2001): 72-75.

8



Other Tax Research (continued)

Hughes, P. and R. Trezevant. “Debt and Inventory Accounting Choices: Tests of

the Cash-Flow Signaling and Tax-Shield Substitution Theories.” Advances in

Financial Planning and Forecasting 7 (1997): 139-171.

Presented at Texas A&M University, November 1994; USC Accounting Research

Forum, May 1994; Western Regional American Accounting Association Meeting,

May 1994.

Abstract published in 1995 in Journal of Accounting Abstracts

Trezevant, R. “How Did Firms Adjust Their Tax-Deductible Activities in

Response to The Economic Recovery Tax Act of 1981?” National Tax Journal 47

(1994): 253-271

Presented at University of Georgia, April 1992.

Trezevant, R. “Does a Hierarchy of Responses to Tax Law Changes Exist?”

Proceedings of the Eighty-Seventh Annual Conference on Taxation (National Tax

Association: Columbus OH, 1994): 77-82

Presented at National Tax Association’s Eighty-Seventh Annual Conference on

Taxation, November 1994.

Dhaliwal, D. and R. Trezevant. “Capital Gains and Turn of the Year Stock Price

Pressures.” Advances in Quantitative Analysis of Finance and Accounting 2 (1993):

139-154

Presented at University of Southern California Tax Research Symposium, 1988.

Kinney, M. and R. Trezevant. “Taxes and the Timing of Corporate Capital

Expenditures.” Journal of the American Taxation Association 15 (1993): 40-62

9


Other Publications: Case Studies

Mini-case on acquisition of Lutonix: pre-2009 vs. post-2008 M&A accounting

Mini-case of analysis of Dana Corp.’s M&A footnote: 2013

Mini-case on pro-forma results reported by Pfizer due to Wyeth acquisition: 2013

Mini-case on fair value methods used by Pfizer for Wyeth acquisition: 2013

Mini-case on Honeywell’s new way of accounting for pensions: 2012

Mini-case of analysis of Becton Dickinson’s M&A footnote: 2012

Mini-case on effects on EPS and ratios from acquisition of SWSS by SWHC: 2012

Mini-case of valuation of contingent consideration: 2012

Mini-case that examined how contingent consideration under the new M&A rules creates

volatility and earnings management opportunities: 2011

Mini-case that examined the proposed new rules for revenue recognition and leases that

would converge USGAAP and IFRS rules: 2011; 2012

Mini-Case on Analysis of Smith & Wesson Holding Corporation’s M&A footnote: Jan.

2011

Mini-case on The impact on M&A valuation of having Level 1, Level 2, and Level 3

assets involved in an acquisition: March 2011

Mini-Case on Analysis of Clinical Data Inc.’s M&A footnote: Aug. 2011

Mini-Case Requiring Analysis of Fair Value Disclosures (2009)

Mini-Case on IDEC/Biogen’s Pro-forma Earnings Calculations (2009)

Mini-Case on HealthSouth’s Accounting for Bad Debts (2008)

10

Curriculum Vita (continued): Robert Trezevant

Other Publications: Case Studies (continued)

Mini-Cases on Tyco’s Accounting for Cash Flows, Becton Dickinson’s Accounting for

The Adoption of SFAS 123R (stock option accounting) (Fall 2007)

“Analysis of the Valuation Allowance for Deferred Tax Assets” (Marshall School of

Business Case A021-05)

“Adjusting the Earnings of Eastman Kodak to Reflect Core Income” (Marshall School

of Business Case A001-05)

“International Financial Statement Analysis: Credit Analysis in Indonesia” (Marshall

School of Business Case A991-01)

“International Financial Statement Analysis: Credit Analysis in Hong Kong” (Marshall

School of Business Case A981-09)

“International Financial Statement Analysis: Credit Analysis in the Philippines” (A)

(Marshall School of Business A971-10)

“International Financial Statement Analysis: Equity Analysis in the Philippines” (A)

(Marshall School of Business Case A961-09)

“Analysis by Creditors: The Fall and Rise of IBM” (Marshall School of Business Case

A963-09)

“Cost Accounting Systems: Scott & Stein” in Pincus, K.V. Core Concepts of

Accounting Information (McGraw-Hill: New York)

Other Publications: Professional

Monthly article (pro bono) on current accounting issues appearing in business newsletter

Ad-V (Adding Value to Business) prepared and distributed by USC alums. The

newsletter is distributed in Indonesia. 2008 to present.

11

Curriculum Vita (continued): Robert Trezevant Submitted Manuscripts

Dhaliwal, D., F. Gaertner, G. Lee, R. Trezevant. 2014. “Historical Cost, Inflation, and the

U.S. Corporate Tax Burden.” Provisionally accepted in January 2015 at Journal of

Accounting and Public Policy.

On SSRN Top Ten Download List for: PSN: Income Tax (Topic): Oct. & Nov. 2013

On SSRN Top Ten Download List for: Public Economics: Taxation, Subsidies, &

Revenue Dec. 2013

Selected Work in Progress

Oh, Peter (Leventhal PhD), R. Trezevant. 2014. “Executive Clawback Provisions and

Conservative Accounting”. Plan to submit to top-3 accounting journal in 2014.

Stekelberg, J., R. Trezevant. 2014. “Do Firms Initiate Dividends to Attract Institutional

Ownership Tax Clienteles?” Under revision.

Trezevant, R. 2013. “Accounting Policy Changes and Earnings Management.” Data

collection phase (getting details on firm changes reported by CFRA).

Trezevant, R. 2013. “Interim Tax Reporting and Expectations Management.” Data

collection & hypothesis write-up phase.

Trezevant, R. 2013. “Do Hong Kong Firms Manage Earnings Down Before Top-up Share

Replacements.” Data collection phase.

Trezevant. R. 2013. “Investigation of Simultaneous Changes in the Cost of Equity and

the Cost of Debt in Response to Sarbanes-Oxley”. Data collection & hypothesis write-

up phase.

Selected Discussant Presentations Discussant of Laura Beny’s (University of Michigan Law School) working paper “Insider

Trading Restrictions and Analysts’ Incentives to Follow Firms” at The John M. Olin

Program in Law and Economics Conference on “Empirical Research in Corporate,

Bankruptcy, and Securities Law” at University of Virginia Law School: February

2004.

12


Selected Presentations on Asian Financial Crisis

Discussant of “Divestiture Structure and Tax Attributes: Evidence from OBRA 1993.”

JATA Research Conference: February 2001.

PAC-10 Doctoral Consortium in Berkeley California. January 1998. “Tax Research in

Accounting: A Brief History, Current Trends, and Two Recent Examples”

AAA-ATA Annual Meeting Session. August 1997. “The Process Involved in

Developing the Paper ‘The LIFO Reserve: Hidden Asset or Future Tax Liability?’”

USC PRIME Program. April 2002. “Causes and Effects of the Southeast Asian Financial

Crisis: Banking and Business Practices, the Role of Accounting Data, and Update”

USC PRIME Program. May 2000. “Causes and Effects of the Southeast Asian Financial

Crisis: Banking and Business Practices, the Role of Accounting Data-Update 2000”

USC PRIME Program. April 1999. “Causes and Effects of the Southeast Asian Financial

Crisis: Banking and Business Practices and the Role of Accounting Data”

IBEAR Asia Pacific Business Outlook Conference. March 1999. “Inside the Southeast

Asian Financial Crisis: Banking and Business Practices and the Role of Accounting”

University of Indonesia. November 1998. “The Asian Banking Crisis: Interview and

Questionnaire Data on the Use of Accounting versus Reputational Criteria in the

Loan Decision Process”

University of Pelita Harapan (Indonesia). November 1998. “The Asian Banking Crisis:

Interview and Questionnaire Data on the Use of Accounting versus Reputational

Criteria in the Loan Decision Process”

University of Tanumanagara (Indonesia). November 1998. “The Asian Banking Crisis:

Interview and Questionnaire Data on the Use of Accounting versus Reputational

Criteria in the Loan Decision Process”

IBEAR Asia Pacific Business Outlook Conference. April 1998. “Accounting Data and

Loan Decisions: Ethnic Chinese, Other Asian, and U.S. Loan Markets”

USC IBEAR Program. June 1997. “The Ethnic Chinese Business Community in

Southeast Asia and its Impact on the Loan Decision Process”

13


Selected Invited Teaching-Related and Professional Presentations

Selected Presentations Related to Curriculum Revision Committee

Faculty Designee, Leventhal Board of Advisors Curriculum Strategy and Advisory

Committee, all day meeting and presentation: November 15, 2013

Presenter, Leventhal Board of Advisor’s Teleconference: October 2013

Discussant, Leventhal Board of Advisor’s Teleconference: July 2013

Presentation on Leventhal’s Use of Learning Objectives to Marshall Core Class

Coordinators Meeting: March 2013

Presented new curriculum to Leventhal Board of Advisors and coordinated related

presentations by five faculty: Nov. 2012

Organized and coordinated break-out groups on accounting minor, electives, and course

content at Leventhal Board of Advisors Meeting: Nov. 2012

Presentation to Leventhal Board of Advisors Teleconference: July 2012

Presented new curriculum for approval at Leventhal faculty meeting: Aug. 2012

Presented and sought feedback regarding proposed Winter Internship Program from firms

who employ Leventhal students: June 2012; December 2012

Organized, presented to, and supervised morning session at Leventhal Board of Advisors

meeting that solicited input on what Leventhal’s new curriculum should include: Nov.

2011

Participate in Accounting Programs Summit at USC with UT Austin, Texas A&M,

BYU, Indiana University, and UNC-Chapel Hill: Sept. 2011

Presentation to Leventhal Faculty Meeting on curriculum revision: Sept. 2011

Presentation to Leventhal Faculty Meeting on 150-hour impact on Graduate Accounting

Programs: Jan. 2011

14


Selected Invited Teaching-Related and Professional Presentations (continued)

Selected Presentations Related to Curriculum Revision Committee (continued)

Presentation to Leventhal Board of Advisors Meeting on 150-hour impact on Graduate

Accounting Programs: Nov. 2010

Presentation to Leventhal School of Accounting Board of Advisors: 2002; 2003

Presentation to Incoming Accounting Majors: August 2001

Presentation to Leventhal School of Accounting Board of Advisors: October 2000

Presentation to Leventhal School of Accounting student officers: September 2000

Presentation to Leventhal School of Accounting Faculty: April 2000; June 2000

Presentation to a high-level delegation of Chinese accounting standard setters and

academics: January 2000

University of Georgia. 1992. “The USC Curriculum Revision”

Selected Other Presentations

Presentation to MAcc/MBT students about Accounting Electives: 2011-present

Information meeting for MBA students about Accounting Electives: 2005-2013

Presentation on Accounting and the Subprime Crisis to Marshall Undergraduates at

“Business Casual Series” Luncheon: 2010

Presentation at Belmont High School. April 2007. “How to Develop a Successful

Academy of Finance”

Presentation to Leventhal School of Accounting Board of Advisors on new ethics module

in ACCT 370 series: 2005

15


Selected Invited Teaching-Related and Professional Presentations (continued)

Selected Other Presentations (continued)

Wiley/USC Annual Accounting Forum. March 2003. “Intermediate Accounting at USC

in the 21st Century” (coordinated with Terry Warfield’s presentation “Innovations in

Teaching Intermediate Accounting”).

Academy of Finance Teachers’ Retreat. Feb. 2003. “Suggested Techniques for

Making the Introductory Accounting Course Relevant to Your Academy Students”.

Presented at Federal Reserve Bank of San Francisco, Los Angeles Branch.

National Academy of Finance Foundation Annual Institute for Staff Development. July

2001. “The Academy Partnership Case Study: USC and the Los Angeles AOF”

Academy of Finance Workshop. April 2000. “The Contribution of USC, the Marshall

School of Business, and the Leventhal School of Accounting to the Academy of

Finance”. Presented at Federal Reserve Bank of San Francisco, Los Angeles Branch.

PAC-10 Doctoral Consortium in Berkeley California. January 1998. Presenter (“Job

Opportunity Outlook for Graduating PhDs”) and Panel Discussant

University of Southern California. October 1995. “U.S. Tax Systems, Flat Tax

Proposals, and National Finance and Development Issues”. Presented to high-level

delegation from Chinese State Commission for Restructuring Economic Systems.

Deloitte and Touche workshop Enhancing the Learning Experience. August 1995. “My

Experience with Cooperative Learning Structures”

Selected Professional Service and Activities

Editorial Board Activities

Member, Editorial Advisory Board of Harvard Business Review of China: 2002-present

Editorial Advisory and Review Board of The Accounting Review: 2005-2008

Editorial Board of Journal of the American Taxation Association: 2004-2005

Editorial Board of Journal of the American Taxation Association: 1993-1996 16


Selected Professional Service and Activities (continued)

Review Activities

Reviewer for Hong Kong Research Grants Council: 2013

Ad hoc reviewer: The Accounting Review, Journal of Finance, National Tax Journal,

Journal of the American Taxation Association, Review of Accounting Studies,

Accounting Horizons, International Journal of Intelligent Systems in Accounting,

Finance & Management, Journal of Accounting and Economics, Contemporary

Accounting Research, Journal of Business, Finance, and Accounting, Pacific-Basin

Finance Journal

2012 Conference on Financial Economics and Accounting: Ad hoc reviewer of

submissions: 2012


Reviewer, Spiceland Intermediate Accounting 7th

ed.: 2012

Reviewer, Wahlen, Jones, and Pagach. Proposed new Intermediate Accounting text:

2011

Reviewer, Stice, Stice and Skousen Intermediate Accounting 18th

ed.: 2010


Reviewer, Stice, Stice and Skousen Intermediate Accounting 17th

ed.: 2008



Reviewer, Journal of the American Taxation Association Research Conference: 2000;

1999; 1996; 1995

Reviewer, AAA/KPMG International Research Conference: 1998

Reviewer, American Accounting Association National Program Committee: 1993 17



Other

National Tax Association Federal Taxation and Finance Committee: 1994-present

PwC University Program at Princeton NJ, attendee: July 2008

ATA Research Resources Committee, Mid-Year Meeting Faculty/Doctoral Student

Research by New Faculty and Doctoral Students Program Paper Selection

Committee: 2006-2007

Member, American Taxation Association Manuscript Award Selection Committee: 2003-

2004; 2004-2005

External Promotion and Tenure letters for Susan Albring at Syracuse University (2012);

Bill Wempe at TCU (2005); Sandy Callaghan at TCU (2003); Michael Calegari at

Santa Clara University (2003) and Georgia State University (2002)

Member (Tax Research Area), Organizing Committee, 2001 AAA/Deloitte & Touche/J.

Michael Cook Doctoral Consortium: 2000-2001; 1999-2000

Discussant, 6th

Annual Journal of the American Taxation Association Conference: 2000

Group Leader at AAA New Faculty Consortium: 2000; 1999

Publications Committee, American Taxation Association; 1998-1999; 1997-1998; 1996-

1997

Member, American Accounting Association Notable Contributions to Accounting

Literature Award Selection Committee: 1998-1999

Chair, American Accounting Association Notable Contributions to Accounting Literature

Award Screening Committee: 1997-1998

Group Leader and Speaker, PAC-10 Doctoral Consortium in Berkeley California: 1998

Facilitator at AAA-ATA Annual Meeting Session titled “Tax Research: A Process

Approach to Resources and Methods”: 1997

18



Other (con’t)

Panel Moderator at SEC and Financial Reporting Institute Conference: 1997

Moderator, Third Annual Journal of the American Taxation Association Conference:

1997

American Taxation Association Midyear Meeting Program Committee: 1995-1996

Second Annual Journal of the American Taxation Association Conference Organizing


American Taxation Association/Price Waterhouse Doctoral Dissertation Award


Selected Research Conferences Attended: 2014

USC Gould School of Law: Conference on Tax Inequality: Feb. 2014

Selected Research Conferences Attended: 2013

Leventhal PhD Symposium: August 2013

Marshall School of Business Second Global Leadership Forum: April 2013

USC Gould School of Law: The 16th

Amendment Anniversary Conference: Feb. 2013

Selected University Service (other than Prime, PM Globe, graduate and undergraduate curricula, and PhD Program, which are listed later)

Departmental one-person Task Force on gathering data on who received tenure at peer

institutions and gathering citations etc. records: 2013-2014

Chair, Leventhal Recruiting Committee: 2013-2014

Chair, Four-Year Review Committee for Elizabeth Chuk: 2013-2014

Chair, Appointment Committee for Thomas P. Ryan: 2013-2014

19

Curriculum Vita (continued): Robert Trezevant Selected University Service (other than Prime, PM Globe, graduate and undergraduate curricula, and PhD Program, which are listed later) (continued)

Faculty Designee, Leventhal Board of Advisors Curriculum Strategy and Advisory


Faculty Advisory Committee, Leventhal Excellers 2014

Departmental Task Force on new course that includes a trip to Washington DC: 2013

Participate in Academic Performance Review lunches with tenured faculty and visiting

evaluation team: Feb. 2013 (APR) & Nov. 2013 (AACSB)

Mentor for Liz Chuk: 2011-present

Teaching Mentoring: syllabus development for new courses and advising on using

learning objectives: 2011; 2012; 2013

Faculty Website Advisor for Leventhal: 2012; 2013

Supervise Junfei Ren’s and Steven Campbell’s MAcc Scholarship workload: 2013-2014.

Supervise Jaime Mottern’s MAcc Scholarship workload: 2011-2012.

Pro bono substitute teach for Ken Simmonds (approximately 1/3 of sessions in one

section plus work related to research project and final exam): Spring 2011

Coordinator of Marshall School of Business partnership with National Academy of

Finance and Los Angeles Educational Partnership: 1996-present. My involvement

has been reported in The Washington Post, the USC Chronicle, and the Leventhal

School News.

Taught accounting module of two-unit business course BUAD 100X to inner-city high

school seniors as part of Marshall School of Business partnership with National

Academy of Finance and Los Angeles Educational Partnership: 1994-present

Developed and taught accounting module and served as judge for inaugural and

succeeding Summer Leadership Program of Leventhal: 2003-present

20


Selected University Service (other than Prime, PM Globe, graduate and undergraduate curricula, and PhD Program, which are listed later) (continued)

Faculty Advisor, SCN (Southern California Network), registered USC student

organization: 2002-present

USC Ambassador: 2001-present

Represent Accounting at “MBA Elective Advising Sessions With Faculty”: 2007-2013.

Directed 1-3 unit independent study for MBA Yang Song (2011), MBA Jen-Wei Ko

(2011), MBA Han Liu (2011), LSA Student Waseem Samaan (2010-2011), MBA

Ved Kachole (2009-2010); Quighui Marco Zhu (Spring 2006); LSA Student

Courtney Lewis (Spring 2001); MBA Jose Avenado (Summer-Fall 2000); MBA

Keiko Iwaisako (Summer 1999-Spring 2000); MBA John Liu (Fall 1997); MBA

Randall Higa (Fall 1991)

Leventhal School of Accounting Masters Program Committee: 2007-2008

Marshall School Of Business Faculty Council: Spring 2006-Spring 2008

Faculty Advisor, Deloite & Touche Case Study Competition: 2002-2008 (national

competition, USC winners attend and compete against other elite schools at the

Trueblood Seminar).

Chair, Four-Year Review Committee for Yvonne Lu: 2006-2007

Member, Promotion and Tenure Review Committee for Mingyi Hung (Chair, Mark

DeFond): 2006-2007

Leventhal School of Accounting Faculty Recruiting Committee: 2005-2006; 2004-2005;

2001-2002; 1996-1997; 1995-1996

Member, Advisory Committee, Summer Leadership Program of Leventhal School of

Accounting: 2003; 2004.

Leventhal School of Accounting Annual Performance Review Committee: 2003-2004;

2002-2003; 2000-2001; 1999-2000

21


Selected University Service (other than Prime, PM Globe, graduate and undergraduate curricula, and PhD Program, which are listed later) (continued)

Faculty Advisor, PwC X-Tax Competition: 2003

Faculty Advisor, Indonesian Student Association of USC: 2001-2002; 1999-2000

Marshall School of Business: Dean of Leventhal School of Accounting Search


Chair, Leventhal School of Accounting Strategic Planning Task Force-Research: 1999

Marshall School of Business MBA Service/Quality of Life Task Force: 1997

Leventhal School of Accounting Peer Evaluation Group for Mandira Sankar: 1997

Chair, Leventhal School of Accounting Strategic Planning Task Force-Research: 1996

Leventhal School of Accounting Masters Programs Admissions and Financial Aid

Committee: 1996-1997; 1995-1996; 1994-1995

Selected University Service Related to PRIME, PM Globe, and MACC/MBT International Programs

Leventhal inaugural offering of ACCT 526 Global Accounting Experience (with

Shiing-wu Wang): Spring 2013

Marshall School of Business City Faculty for PRIME Trip to Vietnam/Thailand: 2013.

Marshall School of Business City Faculty for PRIME Trip to Shanghai: 2003-2011. In

2003, when Shanghai was cancelled (due to SARS), joined Osaka/Kyoto trip.

Marshall School of Business PRIME Curriculum Refining Committee: 2002-2003;

2001-2002; 2000-2001

Marshall School of Business co-Country Desk Officer for PRIME’s Initial Trip to

Singapore/Thailand: 2001-2002

22


Selected University Service Related to PRIME, PM Globe, and MACC/MBT International Programs (con’t)

Marshall School of Business City Faculty for initial PRIME Trip to Singapore/

Thailand : 2002

Marshall School of Business co-Country Desk Officer for PM Globe’s Initial Trip to

Singapore/Thailand: 2001-2002

Marshall School of Business City Faculty for PRIME Trip to Hong Kong/Shenzhen:

2001

Marshall School of Business Country Desk Officer for PRIME Trip to Indonesia: 2000-

2001; 1999-2000

Marshall School of Business City Faculty for PRIME Trip to Indonesia: 2000; 1999;

1998 (2001 trip cancelled)

Marshall School of Business Curriculum Advisory Committee for Pacific Rim Initiative

(PRIME): 1996

Selected University Service Related to Undergraduate Curriculum

Chair, Leventhal Curriculum Revision Committee: 2011-2012; 2012-2013

Faculty Designee Leventhal Board of Advisors Curriculum Strategy and Advisory

Committee: 2013

Prepare analysis of final proposal for new licensing requirement: 2010-2012

Actively involved in structuring new ethics module introduced into ACCT 370 series of

courses: 2005

Member, ad-hoc Marshall committee for developing Certificate Program in Financial

Analysis and Valuation for both the MBA and undergraduate students: 2004-2005.

Chair, Leventhal School of Accounting Undergraduate Committee: 2003-2004; 2004-

2005 (minor, ethics content, coordination of content across areas, raising admissions/

retention standards, response to UCAR concerns are major issues)

23


Selected University Service Related to Undergraduate Curriculum (continued)

Member, ad-hoc committee preparing Leventhal’s response to NASBA’s Exposure Draft

concerning new education requirements for CPAs: 2005

Leventhal School of Accounting Undergraduate Course Coordination (ACCT 370

series): 2001-2002; 2002-2003; 2003-2004; 2004-2005

Chair, Leventhal School of Accounting Curriculum Committee (minor, winter

internship, distance learning are major issues): 2002-2003

Involved in Pricewaterhouse Coopers Curriculum Study (Leventhal’s was one of

the accounting programs included in the study): 2002

Chair, Leventhal School of Accounting Curriculum and Program Revision Committee

(aka 150-Hour Curriculum Adaptation Task Force): 2000-2001; 1999-2000

Leventhal School of Accounting Undergraduate Curriculum Coordination Committee

(ACCT 360 series): 2000-2001; 1999-2000; 1998-1999

Course Coordinator for ACCT 360 and 361-Accounting and Decision Making: 2000-

2001; 1999-2000

Redesign ACCT 360 and 361-Accounting and Decision Making: 1998-2000

Marshall Committee Reviewing School’s Portfolio of Programs: 2000

Leventhal School of Accounting MACC Program Rethink Task Force: 1997-1998

Leventhal School of Accounting Mini-Task Force: Curriculum Assessment for ACCT

451A-Internal Reporting and Tax Issues: 1997

Selected University Service Related to Graduate Curriculum

Chair, Leventhal Curriculum Revision Committee: 2011- 2012; 2012-2013

Faculty Designee Leventhal Board of Advisors Curriculum Strategy and Advisory

Committee: 2013

24


Selected University Service Related to Graduate Curriculum (con’t)

Academic Performance Review, lunches for core tenured Faculty: Feb.2013

Chair, Leventhal Master Program Committee: This committee developed a revised

MAcc and MBT curriculum and revised admission standards that matches the

output that makes a successful Leventhal master program graduate: 2008-Spring 2011

Marshall Committee on Graduate Instruction (and various related Task Forces), 2008-

Spring 2011

Member of Teaching and Strategy Task Forces of Marshall Committee on Graduate

Instruction: 2009-2010

Selected University Service Related to PhD Program

Chair, PhD Qualifying Exam Guidance Committee for Jim Stekelberg: 2011

Doctoral Dissertation Committee Chair: Ying Ying (Terry) Wang (co-Chair with Sarah

Bonner): 2006-2010; Hyun (Shana) Hong (co-Chair with Mingyi Hung), 2007-2010;

Jim Stekelberg, 2011-2013.

Doctoral Dissertation Committee Memberships [placement]:

Jung Jeon 1992-1995 [University in South Korea];

Michael Williams 1995 [UCLA]

Zhou Lu 1997-2000 [City University of Hong Kong]

Susan Young 1999-2000 [Emory]

Zhang Yuan 2002-2003 [Columbia]

Mei Cheng 2005-2006 [University of Arizona]

Yu Xu (Finance PhD) 2005

Siqi Li 2005-2008 [Santa Clara University]

Ying Ying (Terry) Wang (co-Chair) 2006-2010 {Queen’s University Canada]

Hyun (Shana) Hong (co-Chair) 2007-2010 [Memphis University]

Jim Stekelberg (Chair) 2009-2013 [University of Arizona]

Co-authoring paper with Peter Oh, Leventhal PhD student: 2013-2014

Supervisor of Mei Cheng’s Research Assistantship: Fall 2001; Spring 2003

Supervise PhD Program for Pamela Sun: 1998-2000 (switched research focus in 2000)

25


Selected Media Citations

Quoted in LA Times article “MBA schools learn, teach new lessons” regarding new

Leventhal curriculum (p. B1, September 19, 2013)

Coordinator of Marshall School of Business partnership with National Academy of

Finance and Los Angeles Educational Partnership: 1996-present. My involvement

has been reported in The Washington Post and the USC Chronicle.

Membership in Professional Organizations

American Accounting Association

American Taxation Association

National Tax Association

curriculum vita robert trezevant university of … vita robert trezevant associate professor...

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