CPA Ontario’s Centre for Performance Management Field Research Symposium

Reception: June 15, 6:30 pm to 8:30 pm (drinks and food provided)

Symposium: June 16, 7:45 am to 3:30 pm (breakfast, lunch, and snacks provided)

Hospitality room: June 16, 4:30 pm to 6:30 pm (drinks and food provided)

Reception: Delta Hotels by Marriott Waterloo; 110 Erb St. W, Waterloo, ON N2L 0C6 (Grand River B Room)

Symposium: Hagey Hall at the University of Waterloo (Room 1102); 200 University Ave W, Waterloo, ON N2L 3G1

Hospitality room: Delta Hotels by Marriott Waterloo; 110 Erb St. W, Waterloo, ON N2L 0C6 (Laurel Creek Room)

Registration is invite only. There is no registration fee, and all meals will be covered by the CSPM.

You will be able to book up to two nights (Thursday/Friday) at the Delta Hotel, Waterloo by using this link; the room cost is CDN$219 per night plus taxes (while space is available). Attendees will be responsible for their own transportation and hotel accommodation expenses. Please note that it takes about 60 minutes (sometimes more depending on traffic) to commute from the Pearson Toronto International Airport to the Delta Hotel in Waterloo. Limo, taxi and shuttle services are available at Pearson International Airport, and it is best to make pre-arrangements.

Matt is an Associate Professor of Accounting and Schulich Research Excellence Fellow at Schulich School of Business, York University. He originally trained as a Chartered Accountant (ICAEW; FCA), gaining practical experience in audit and corporate finance in the UK and the US. In 2004, he made the transition from practice to higher education. Matt’s research interests divide into two streams. The first concerns the sociology of financial reporting, with a particular focus on investor-manager interactions, such as conference call Question and Answer sessions. The second stream of Matt’s work focuses on improving awareness of workplace challenges and how workers cope, including issues of discrimination and stigmatization. He serves on various editorial boards and has recently published work in Contemporary Accounting Research, Accounting, Organizations and Society, Journal of Management Accounting Research, Critical Perspectives on Accounting, Human Resource Management Journal, Work, Employment and Society, and Human Relations, among others

Wei Cai is an Assistant Professor at Columbia Business School. Her research interests revolve around management accounting, organizational culture, and diversity and inclusion. Her research broadly investigates how to measure and manage key organizational capital. For example, she examines how corporate leaders and managers can deliberately design and shape organizational culture, and improve organizational outcomes through innovative management control systems. She uses multiple research methods, including statistical analyses of archival data sources, field experiments, and surveys. She closely collaborates with practitioners and collects unique data that can provide important managerial implications for the design of management control systems in shaping desirable organizational outcomes. 

Wei’s work has been recognized with multiple awards (e.g., AAA Outstanding Dissertation Award, AAA Innovation in Research Award), featured in The Economist, The Wall Street Journal, Harvard Business Review, and Forbes among others, and published in The Accounting Review, Management Science, and Contemporary Accounting Research. 

Wei received a Doctor of Business Administration (Accounting and Management) from Harvard Business School. Prior to earning her DBA, she worked as a senior financial advisor at Ernst & Young in New York.

Each paper will also have a terrific discussant with the line-up as follow:

Dr. Khim Kelly is the KPMG Professor of Accounting at the Kenneth G. Dixon School of Accounting, University of Central Florida. Dr. Kelly received her Ph.D. from the University of Southern California and previously held faculty positions at the University of Waterloo, Canada and Nanyang Technological University, Singapore. She teaches financial and managerial accounting courses, and currently teaches in the Executive MBA and Professional MBA programs at UCF. Her research examines the design of performance measurement, evaluation, and compensation practices in organizations; and how those performance management practices impact employee behavior and performance. She is also interested in how formal and informal corporate governance mechanisms (e.g., regulatory requirements, audit procedures, internal controls, decision-making structures, organization culture and identity) affect the behaviors of organizational stakeholders (e.g., managers, auditors, and investors). Dr. Kelly’s research has been published in top accounting journals including TheAccounting Review, Accounting, Organizations and Society, and Contemporary Accounting Research. Dr. Kelly is currently the Deputy Editor-In-Chief at Contemporary Accounting Research, and also serves as Associate Editor at Management Accounting Research and on the Editorial Board of Journal of Management Accounting Research. 

Jee-Eun Shin is an Assistant Professor at the Rotman School of Management. She has received her doctorate degree from the Harvard Business School. Her research focuses on the design of organizational management control systems. Her recent work especially focuses on such issues pertaining to sustainability-related goals, which also provides insights to regulators and standard setters on how corporations approach and implement sustainability-related objectives in their management practice. Her work utilizes a variety of field-based methods that aims to continuously bridge the gap between academic research and developments in practice. Jee-Eun’s work has been published in leading journals such as Management Science, Contemporary Accounting Research, Journal of Accounting Research, and Journal of Accounting and Economics. Her research has also been recognized with Outstanding Paper awards from the American Accounting Association.

Bradley Pomeroy is an associate professor at the School of Accounting and Finance, University of Waterloo. His research focuses on the study of auditor judgment and decision-making, audit committee oversight of the audit process, and the development of assurance services. His work has appeared in academic journals such as Contemporary Accounting Research and Auditing: A Journal of Practice & Theory. Brad holds a BComm and BA from Saint Mary’s University, an MSc from Queen’s University, and a PhD from the University of Alberta.

Paper 1 - Tatiana Sandino (Harvard Business School)

The Impact of Subunit Culture Consistency on Employee and Customer Outcomes

Jasmijn Bol (Tulane University)

Robert Grasser (University of South Carolina)

Serena Loftus (Kent State University)

Tatiana Sandino (Harvard University)

Paper 2 - Ewelina Forker (Emory University)

The Informativeness of Dark Data for Future Firm Performance

Ewelina Forker (Emory University)

Paper 3 - Wei Cai (Columbia University)

Culture as a Signal: Evidence from a Natural Field Experiment

Wei Cai (Columbia Business School)

Dennis Campbell (Harvard Business School)

Jiehang Yu (Columbia Business School)

Paper 4 - Matt Bamber (York University)

Interactants’ Views on High- Versus Low-Quality Conference Call Questions: A Functional Stupidity Perspective

Matt Bamber (York University)

Pier-Luc Nappert (Laval University)