Professor of Accounting and Director of the Master of Accountancy Program

Terri L. Herron, Ph.D., CPA

Professor of Accounting and Director of the Master of Accountancy Program

University of Montana School of Business Administration

EDUCATION

Doctor of Philosophy, University of Texas at Arlington

·  major field: accounting; minor field: psychology

Master of Science in Accounting, University of Texas at Arlington

Bachelor of Business Administration, Baylor University

·  major field: accounting; minor field: information systems

ACADEMIC AND ADMINISTRATIVE APPOINTMENTS

University of Montana, 1996-present (tenured 2003)

·  Academic

o  Professor of Accounting, 2007 – present

o  Associate Professor of Accounting, 2002 –2007

o  Assistant Professor of Accounting, 1996 –2002

·  Administrative

o  Director, MAcct Program, 2017-present; serve as program director and advisor to all MAcct and pre-MAcct students; serve on the SoBA Administrative Team.

o  Associate Dean, 2013-2017; sole associate dean for an AACSB-accredited school offering six undergraduate majors and three graduate programs through three academic departments.

o  Chair, Department of Accounting and Finance, 2006 – 2013; chair of department of 15-17 faculty and an AACSB-accredited accounting program

BUSINESS EXPERIENCE

KPMP LLP, Fort Worth, TX, Audit Senior Seasonal Associate, 2006 (sabbatical)

KPMG Peat Marwick, Fort Worth, TX, Audit Manager, 1985 - 1991

Certified Public Accountant, 1987-present

·  Continuously held active CPA license, most recently in Montana

Certified Information Systems Auditor, 2000 - 2016

Consultant (Executive Trainer and CPE instructor), 2005- 2010

AWARDS

Performance Recognitions

·  William & Rosemary Gallagher Admin Fellow, 2016-2017

·  University of Montana’s Academic Administrator Award, 2011

·  University of Montana’s John Ruffatto Memorial Award, 2005

·  Deborah Doyle McWhinney Faculty Fellow, 2002-2004

·  Jack J. Kempner Outstanding Educator Award, Montana Society of CPAs, 2002

·  Sixth Annual Honors Societies’ Faculty/Staff Appreciation Honoree, 2002

·  Accenture Faculty Fellow, 1999-2001

·  Montana Society of CPAs Outstanding Committee Chair, 1999-2000

·  University Merit Awards, 2013, 2009, 2006, 2003, 2001, 1999

Research Recognitions

·  "Best Paper" Award Nominee, American Accounting Association Eighth Symposium on Ethics in Accounting, 2003

·  "Best Paper" Awards, Annual AIS Educators Conference, 2001, 2001

Grants and Scholarships

·  Northwest International Business Educators Network Curriculum Development Grant, 2009

·  SOBA Summer Curriculum Grant, 2009

·  SOBA Summer Research Grant, 2005

·  SOBA Summer Research Grant, 2004

·  University of Montana Faculty Development Grant, 2000

·  SOBA Summer Research Grant, 1999

·  SOBA Faculty Development Grant, 1998

·  SOBA Summer Research Grant, 1997

·  American Accounting Association Southwest Region Doctoral Fellowship, 1995

·  AICPA Doctoral Fellowship, 1993-1995

Other

·  University of Montana Women’s Leadership Initiative, Mentor, 2015-2016

·  Sabbatical Leave, Spring 2006

PUBLICATIONS

Gilbertson, D. and T. Herron. 2014. Including audit regulation in the accounting curriculum, Research in Accounting Regulation, 26(1), 118-131.

Herron, T. and D. Gilbertson. 2011. When auditors fail to audit: Themes from PCAOB enforcements. The CPA Journal, Vol. 81, No. 5, 50-57.

Gilbertson, D., and Herron, T. 2009. PCAOB Inspections: A Review of the First Three Years. Current Issues in Auditing, Vol. 3, Issue 2, A15-A34.

Herron, T. and M. Morozzo. 2008. The value of faculty internships in auditing. Current Issues in Auditing, Vol. 2, Issue 2.

Hall, T., Herron, T., and B. Pierce. 2006. How reliable is haphazard sampling? The CPA Journal, Jan. 2006, Vol. 67, No. 1, 26-27.

Herron, T. and T. Hall. 2004. Faculty perceptions of journals: Quality and publishing feasibility. Journal of Accounting Education, Vol. 22, No. 3, 175-210.

Herron, T. and D. Gilbertson. 2004. Ethical principles vs. ethical rules: The moderating effect of moral development on audit independence judgments. Business Ethics Quarterly (special issue on accounting ethics), Vol. 14, No. 3, 499-523.

Weidenmier, M. and T. Herron. 2004. Selecting a generalized audit software package for classroom use. Journal of Information Systems, Vol. 18, No. 1, 95-110.

Gilbertson, D. and T. Herron. 2003. Audit sampling methods and juror negligence awards: An expectation gap? Journal of Applied Business Research, Vol. 19, No. 1, 109-122.

Herron, T. and G. Young. 2002. Ethical decisions and the dilution effect: Evidence of the impact of nondiagnostic information on ethical decisions. Research on Accounting Ethics, Vol. 8, 145-166.

Herron, T. 2001. Creating an information systems strategic plan. Review of Business Information Systems, Vol. 5, No 4, 33-41.

Hall, T., Herron, T., Pierce, B., and T. Witt. 2001. The effectiveness of increasing sample size to mitigate the influence of population characteristics in haphazard sampling. Auditing: A Journal of Practice & Theory, Vol. 20, No 1, 169-186.

Herron, T. 2000. Using great plains dynamics to serve two diverse student populations. Review of Accounting Information Systems, Vol. 4, No 4, 27-34.

Herron, T. and G. Young. 2000. E-research: Moving behavioral accounting research into cyberspace. Advances in Accounting Behavioral Research, Vol. 3, 265-280.

Cote, J. and T. Herron. 2000. A primer for planning for GASB statement no. 34 implementation. Government Accountants Journal, Vol. 49, No. 1 (March), 30-35.

Herron, T. 1999. The relative importance of audit evidence and client expertise in evaluating client estimates. Journal of Business and Behavioral Sciences, Vol. 6, No. 2, pp 76-86.

Herron, T. 1998. Teaching with the internet. The Internet and Higher Education, Vol. 1, No. 3, pp 217-222.

Herron, T. 1998. The charlotte project: A world wide web learning project. Accounting Educators Journal, Vol. 10, No. 2, pp 77-85.

Also published in six proceedings from 1996-2002.

AACSB EXPERIENCE

AACSB Impact Forum (seminar), Co-Facilitator, 2016-present (3x per year)

AACSB Assessment and Impact Conference (invited presentation) “Reflections on Impact and Lessons from the Field,” 2017

AACSB Associate Dean’s Conference (invited presentation) “Defining and Measuring Impact,” 2016

Completed AACSB Mentor Training, 2016

AACSB Annual Accreditation Conference (presentation) “Seeing the Forest Instead of the Trees: Identifying, Measuring, and Reporting Mission Impact,” 2015

AACSB Accounting Peer Review Team Member, 2014, Auburn University at Montgomery

Attended numerous seminars and conferences

ACADEMIC SERVICE - National

See AACSB service above

Editorial Review Board, Journal of Accounting Education, 1998-2011

External Reviewer, Tenure Application at North Dakota State University, 2008

External Reviewer, Tenure Application at University of Southern Maine, 2005

Ad Hoc Reviewer: Behavioral Research in Accounting,Issues in Accounting Education, Journal of Accounting Education, American Accounting Association Annual Meetings, American Accounting Association Western Regional Meetings, AIS Educators Conference Meetings, AIS Americas Conference

American Accounting Association Western Regional Meeting, Information Systems Section Liaison, 2005

National Conference on Undergraduate Research, 2010, session moderator and reviewer

Northwest Accounting Research Group Meeting Coordinator, 2002

CPA Exam Item Writer, 2001, 2002, 2004

CISA Exam Item Writer, 2000

ACADEMIC SERVICE - University

Search Committees:

·  Registrar’s Search Committee, 2015

·  Associate Provost for Graduate Studies, Search Committee, 2010

·  Graduate School Dean, Search Committee, 2007

·  Vice President for Administration & Finance, Search Committee, 2001

Working Committees

·  Global Leadership Initiative Task Force, 2014-2017

o  Task Force Chair, 2015-2016

o  Assessment Subcommittee Chair, 2015-2017

·  Commencement Committee, 2015-2016

·  Data Governance Committee, 2015, 2017

·  Pre-Requisite Enforcement Pilot Committee, 2011-2012

·  Student Complaint Committee, alternate, 2012-2013

·  University Court, 2009-2013 (chair, 2011-2012)

·  College of Technology Accounting Advisory Group, 2006-2013

·  Registrar's Office Operation Review Committee, 2011

·  Dual-Enrollment Workgroup (established by Graduate Council), 2010-2011

·  Graduate Council, 2006-2009

·  Strategic Budget and Planning Committee, 2004-2006

·  Faculty Development Committee, 2001- 2004

Other University Service

·  OCHE Tuning Project, 2013-2014

·  OCHE Transferability Council, 2008-2009

·  Faculty Senator, 2003-2006

·  Commencement Usher, 2003, 2004, 2007, 2009, 2010, 2012

·  Solicitor, UM Annual Giving Campaign, 1999, 2001

·  Steering Committee, UM Annual Giving Campaign, 1997

ACADEMIC SERVICE - School of Business Administration

Search Committees:

·  Chair, Gilkey Center Director Search Committee, 2015-2016

·  Accounting Faculty Search Committee, 1999-2000, 2002-2003, 2003-2004, 2006-2009, 2009-2017 (committee chair, 2006-2013)

·  IS Faculty Search Committee, 1998-2002

o  Staff search committees: Deans’ Suite Receptionist, July 2013; A&F Department Assistant, 2011, 2012; Fiscal Officer, 2010; Chairs’ Assistant, 2008, 2009

Working Committees

·  Administrative Team, 2006-present

·  MAcct Curriculum, Assessment, and Admissions Committee, 1997-present (2006-2008 and 2017-present)

·  Strategic Planning & Accreditation Committee, 2010-2017 (chair, 2013-2017)

·  MS-Business Analytics Curriculum, Assessment, and Admissions Committee, ex officio, 2015-2016

·  Undergraduate Assessment Committee, ex officio, 2013-2017

·  Emergency Management Committee, 2013-2016

·  Undergraduate Curriculum Committee, ex officio, 2013-2016

·  Student Engagement, Retention, & Placement Committee, 2013-2015

·  Accounting Assessment Committee, 2010-2013

·  Graduate Assistant Selection Committee, 2006-2012

·  Technology Graduate Assistant Selection Committee, 2008-2009

·  Graduate Scholarship Selection Committee, 2008-2009

·  MBA Curriculum, Assessment, and Admissions Committee, 2002-2004

·  Graduate Admissions Committee, 2000-2001

·  MBA Curriculum Committee, 1997-2000

·  SOBA AACSB Process Committee, 1998-2000

·  SOBA Technology Committee, 1997-1998

Other SoBA Service

·  Master Teacher, various courses, 1999-present

·  Beta Alpha Psi, Faculty Advisor, 2010-2013

·  Interim Director, Masters of Accountancy Program, Spring 2007, Spring 2008

·  Byrnes Research Seminar Coordinator, 2007-2008

·  File Storage Policy Ad Hoc Committee, 2005

·  Chaired one and served on 10 other master thesis committees

TEACHING EXPERIENCE

I have taught 15 different courses in auditing, accounting information systems, financial, and managerial topics at the graduate and undergraduate level. A subset of these courses is listed below:

·  ACTG 201 Principles of Financial Accounting

·  ACTG 202 Principles of Managerial Accounting

·  ACTG 203 Accounting Lab (designed inaugural offering)

·  ACTG 305 Corporate Reporting I

·  ACTG 321 Accounting Information Systems

·  ACTG 411 Auditing I

·  ACTG 425/426 Government Accounting/Nonprofit Accounting

·  ACTG 641 Advanced Auditing

·  ACTG 675 Accounting Problems

COMMUNITY SERVICE

University Congregational Church

·  Pastor Search Committee, co-chair, 2017-present

·  Personnel Committee, 2015-present

·  Executive Committee member, 2007-2010

·  Cabinet member, 2007-2010, 2012-2015

·  Treasurer, 2007-2010; prepare monthly financial statements and reports for the Cabinet; reconcile cash and investment accounts; prepare budget; file payroll reports with taxing authorities

·  Capital-Mission Campaign Large Gift Solicitor, 2012

·  Capital-Mission Campaign Exploratory workgroup, 2009-2010

·  Jubilation Handbell Ringers, 2003-present

·  Women’s Opportunity Resource & Development, Inc., Treasurer, 2012-2013

Hellgate High School Band Parents, UM Griz Parking Fundraiser Coordinator, 2008-2010

Missoula Marathon Course Monitor, 2011

Relay for Life, 2010

Habitat for Humanity, 2010

Hellgate High School

·  Graduation Requirements Committee, spring 2009

·  Wind Ensemble All-Northwest Tour chaperone, spring 2009

·  Boys Soccer Treasurer, 2005

Mount Jumbo School Advisory Board, 2001-2002

Classroom volunteer: Washington Middle School, 2004-2005; Rattlesnake Elementary School, 2004-2005; Mount Jumbo Elementary School, 2001-2004

Host family for international visitors:

·  International Choral Festival, Austrian and Switzerland choir members, 2000, 2012

·  Various short-term foreign high school student visits, 2005-2010

·  Coordinator of Hellgate High School Host Families, Senshu University Tamana High School Drum and Brass Corps visit to Missoula, 2005

CURRENT PROFESSIONAL ORGANIZATION MEMBERSHIPS

Montana Society of CPA's, 1998 – present

·  Ethics Committee, 2004-2005, 2007-2008, 2009-present

·  Director, 2003-2006: Audit Committee (chair in 05/06), Annual Meeting Committee, Compensation Committee, Peer Review Committee Liaison, Information Technology Committee Liaison, Financial Review and Technical Standards Committee Liaison

·  Information Technology Committee, 1999-2003 (chair)

·  Membership Committee, 2006-2007

American Accounting Association, 1996-present

PRESENTATIONS AT PROFESSIONAL MEETINGS

I have made nearly 30 presentations at academic conferences, conducted 16 training sessions for CPAs and other professional organizations, and made 20 on-campus presentations to faculty, student groups, and special programs.

Terri L. Herron Page 1