University of Waterloo
200 University Avenue West
Waterloo, Ontario, Canada N2L 3G1
Dr. Michael Alles is an associate professor at the Department of Accounting and Information Systems at Rutgers Business School. Prior to Rutgers, he taught at the University of Texas at Austin, New York University and Southern Methodist University. Dr. Alles holds a PhD from Stanford Business School and a First Class Honors in Economics from the Australian National University. His research is on continuous auditing, management accounting and corporate governance. He is the editor of the International Journal of Disclosure & Governance, published by Palgrave Macmillan in London, and was associate editor of the International Journal of Accounting Information Systems, as well as serving on the editorial boards of various other governance and AIS journals.
Chris is a business and IT Governance, Risk, and Controls Leader with significant professional services and corporate experience in financial services and telecommunications industries, as well as other sectors. Most recently, he was VP Risk at Rogers Communications, where he championed the overall risk mandate, and partnered with senior business leaders to improve short and long-term business performance. Prior to Rogers Communications, Chris was a Partner at Grant Thornton for 10 years, and a Partner at Ernst & Young for 7 years, leading sales and practice development, and delivering high quality IT and business risk, controls, cyber security and assurance services. From 2009 to early 2017, Chris was a member of the Information Management and Technology Advisory Committee (IMTAC) of CPA Canada. Most recently, Chris began a new role as VP Cyber Security at Blackberry.
Dr. Deniz Appelbaum (firstname.lastname@example.org), Assistant Professor of the Department of Accounting and Finance at the Feliciano School of Business of Montclair State University, received her PhD from the Department of Accounting and Information Systems at Rutgers Business School, Newark in May 2017. She enriches her academic pursuits with a practical view, after twenty years of experience in operations, credit, and business development in the corporate world.
Dr. Appelbaum has published manuscripts in Accounting Horizons, Journal of Emerging Technologies in Accounting, Auditing: Journal of Practice and Theory, and in other academic and practitioner journals, based on her research regarding analytics, big data, blockchain, and automation in financial auditing and fraud detection. Dr. Appelbaum emphasizes the use of data analytics and appropriate software tools in the classroom, to prepare accounting and auditing students for the technically advanced modern business environment. The accounting and auditing professions are currently undergoing huge disruptions due to technical innovations, and Dr. Appelbaum is devoted to assisting her students to prepare for these changes.
Mark Arnason is lead faculty for Strategy and International Business for the School of Accounting and Finance at Waterloo. He is also a faculty advisor to our Student run venture fund. Prior to joining full time in Fall of 2017 he has been Adjunct Faculty at Waterloo since 1992. Mark has a 25 year tech career with industry leaders such as Accenture, Deloitte and IBM.
Ryan Baxter, PhD is an Associate Professor of Accountancy at Boise State University where has been since 2014. He was previously an Associate Professor at Bentley University where he had taught since 2007. He completed his Ph.D. at Case Western Reserve University in Information Systems and his master’s and bachelor’s degrees in Accountancy at Brigham Young University. Prior to academia he worked for KPMG in their Information Risk Management practice in the Silicon Valley where he also earned his CPA designation (now inactive). Ryan’s academic research is wide ranging covering areas such as 3D modeling tools, enterprise risk management, telemedicine, electronic personal healthcare systems, management control systems, gamification, and generalized audit software. His publications have appeared in various journals, such as Contemporary Accounting Research, Journal of Information Systems, and Information Systems Journal.
Efrim Boritz is the Ontario CPAs’ Chair in Accounting in the School of Accounting & Finance at the University of Waterloo, Canada. He is also the founding Director of the University of Waterloo Centre for Information Integrity and Information Systems Assurance and is a member of the AICPA task forces on Trust Services, Information Integrity, Cybersecurity and Audit Data Analytics.
Dr. Boritz is the author or co-author of numerous books, monographs, book chapters and articles in academic and professional journals. He served as president of the Canadian Academic Accounting Association (CAAA) which has awarded him all three of its major awards – the L.S. Rosen Outstanding Educator Award (2006), the George Baxter Distinguished Service Award (2009) and the Haim Falk Award for Distinguished Contribution to Accounting Thought (2018). He has served on editorial boards, task forces and committees of the AAA, AICPA, CPA Canada, ICPAO, IIA and ISACA, both the Accounting and Auditing Standards Boards of the CICA, the Accounting Standards Oversight Council of Canada and the Council of the Institute of Chartered Accountants of Ontario from which he received its highest award, the Award of Outstanding Merit in 1999. In 2010 he received the CICA’s Bill Swirsky Innovation Leadership Award and in 2012 he received the Queen Elizabeth II Diamond Jubilee Medal for his contribution to the development of accounting and auditing standards.
Thomas G. Calderon is Professor of Accounting at The University of Akron. He has published numerous papers in such areas as information security, data mining, enterprise risk and accounting education. He has also presented numerous papers and led professional workshops at various academic meetings, professional conferences and universities in the USA and in several other countries. He has taught such courses as accounting information systems, information security, data mining, predictive modeling, enterprise risk and project management since the late 1990s. Professor Calderon earned his Ph.D. at Virginia Tech and served in various academic and professional leadership roles throughout his career. He currently serves as editor of Advances in Accounting Education and has served as a guest editor of Journal of Accounting Education.
Xu (Joyce) Cheng is an Assistant Professor at Auburn University. She received her Ph.D. from the Lynn Pippenger School of Accountancy, University of South Florida in 2017. She has a wide array of research interests in experimental based accounting research, including accounting information systems and judgment decision making. Her primary teaching interests include accounting information systems, data analytics, and IT Auditing. She currently teaches accounting information systems and accounting analytics at the undergraduate level. She is a member of the American Accounting Association and the Canadian Academic Accounting Association.
Eric Cohen is the owner of Cohen Computer Consulting, a consultancy focused on emerging accounting and audit technologies, including audit data standards, artificial intelligence (AI) and machine learning, blockchain and distributed ledger technologies, continuous audit, and XBRL. He is a co-founder of XBRL and chief architect of XBRL’s Global Ledger Taxonomy Framework (XBRL GL). As an ambassador of XBRL, he has worked in cooperation with virtually every other standards effort working on accounting and audit data; he is Domain Coordinator for the United Nations CEFACT Accounting and Audit Domain and a US and Canadian national expert to the ISO in accounting data standardization and blockchain technologies. Eric has served on numerous study groups and committees for CPA Canada, the AICPA and the New York State Society of CPAs; he is chair of the upcoming NYSSCPA Digital Assets Conference.
Mary Curtis is a Professor of Accounting at the University of North Texas. She has served in many roles for the IS Section of the AAA, most recently as co-Senior Editor of Journal of Information Systems. Dr. Curtis has taught accounting ethics, audit, AIS, IT audit, and doctoral seminars in behavioral accounting research. Finally, she has published in such journals as International Journal of Accounting Information Systems (IJAIS), Journal of Information Systems (JIS), The Accounting Review (TAR), Accounting, Organizations and Society (AOS), Behavioral Research in Accounting (BRIA), Auditing: A Journal of Practice and Theory (AJPT), and Journal of Business Ethics (JBE).
Robert Cuthbertson, CPA, CA, is a Senior Fellow of Rutgers University Continuous Auditing and Reporting (CAR) Lab, and a member of the board of University of Waterloo Centre for Information Systems Assurance and Integrity (UWCISA).
He was formerly the Chief Operating Officer of CaseWare Analytics, representing the products and services of CaseWare IDEA Inc. and CaseWare RCM Inc. From the time Robert joined as a founding employee at CaseWare Analytics, the company built regional sales centers in the Netherlands, China, and Latin America, and grew a customer base of close to quarter million users in 90 countries with products in 16 languages.
Prior to joining CaseWare, he was Vice President, Professional Services at the predecessor organization of CPA Canada and has served on IIA's Academic Relations Committee and the XBRL International Steering Committee.
Malik Datardina, CPA, CA, CISA is the Governance, Risk and Compliance Strategist for Auvenir. Malik has over 20 years of experience in audit data analytics (ADAs), risk and assurance, and information security governance.
Malik has a wealth of knowledge in the audit innovation space exploring the impact of exponential technologies on the profession. He was featured on a CPA Ontario’s Future Forward podcast discussing how blockchain has transformed the ‘business of trust’. Malik volunteers on CPA Canada's Audit Data Analytics Committee, Audit & Assurance Technology Committee, and Technology Advisory Committee.
At the University of Waterloo, he teaches audit innovation and technology related concepts to Masters of Accounting students and has developed a hands-on course to teach ADAs.
David Florio, CPA, CA, CRMA, CITP, is a Business Risk Services Partner and Advisory Leader for Southern Ontario with the Grant Thornton. He leads a team that helps clients understand risks their organizations face, and what measures should be put in place to manage these risks to an acceptable level.
David is a University of Waterloo Alumni and has over 27 years of experience in public accounting and professional services. He has significant experience in Information Technology, internal controls evaluations, internal audit, and Cybersecurity across a wide variety of industries and the public sector. David has also led a variety of IT Audit and security engagements, performing and managing risk engagements across multiple industries, gaining valuable experience in many areas, including IT process and controls reviews, risk assessments, and information security. He previously led a North American practice focused on IT Security Policy and Governance development and, currently is part of the leadership team at Grant Thornton bringing both a business and IT focus to assist clients in meeting their needs. As a previous PCI QSA, David has also been involved in advising clients on how to maintain a good security posture and meet the Payment Card regulatory requirements.
Jerrard Gaertner CPA, CA, CA●IT, CISA, CGEIT, CISSP, CIPT, CIA, CFI, I.S.P., ITCP is President at Managed Analytic Services Inc. (MAS), a company which he co-founded in 2012 providing analytics-as-a-service and strategic consulting in big data and predictive analytics. He is also Adjunct Professor of Computer Science at Ryerson University, and co-developer and lead instructor for the University of Toronto’s Certificate Programme in Enterprise Data Analytics. For many years, Jerry has been a technology leader and visionary, particularly interested in the impact of emerging technology on organizations, risk management, technology education and the ethical implications of new technologies.
Prior to founding MAS, Jerry held national responsibility for the systems assurance and computer auditing & risk management activities of a “Big 4” accounting firm. He operated his own firm in the areas of privacy, biometrics and cryptography, and later practiced as a licensed trustee in bankruptcy. He is the author of three books on business failure published by Carswell Thompson.
Angelo Giardina, MBA, CPA, CA is a Director in the Thought Leadership group at the Canadian Public Accountability Board.
Angelo is focused on raising awareness, stimulating conversations, and encouraging the sharing of views on audit quality issues, including the role of the audit committee, external auditor and management in enhancing audit quality, and the current and future direction of audit in Canada and internationally. Angelo leads CPAB’s crypto-asset working group which deals with auditing challenges associated broadly with blockchain technology.
Angelo started his career at KPMG in their financial institutions audit practice followed by leadership roles in finance at TD Bank and RBC Bank.
Joy Gray, Lecturer in the Department of Accountancy, is the Internal Audit Education Partnership (IAEP) coordinator at Bentley University. Her teaching experience includes courses in Internal Auditing, IT Audit, Financial Auditing, Forensic Accounting, and Introductory Financial/Managerial Accounting. She is also active in research regarding topics related to the IT audit activities of internal auditors, IT audit history, technology education and data analytics. Prior to her academic roles, Joy’s internal audit experience included both supervisory and staff positions at OSRAM Sylvania, Lockheed Martin, and General Electric. Her responsibilities included establishing a new internal audit department, serving as the project leader for SAP related audit activities, and conducting both domestic and international audits. She also worked as a contract Sarbanes-Oxley consultant through Robert Half. She is currently a member of the Boston school committee’s task force to establish and oversee an internal audit function for the Boston Public Schools.
Clark Hampton PhD, is an Assistant Professor of Accounting in Darla Moore School of Business at the University of South Carolina. He received his PhD from the University of Central Florida and his MSA and BSA from Texas Tech University. Dr. Hampton’s research focuses on inter-organizational information systems, audit data analytics, and structural modeling. His research is published in the Journal of Information Systems, International Journal of Accounting Information Systems, European Journal of Information Systems, Journal of the Association for Information Systems, and Behavioral Research in Accounting. Dr. Hampton currently teaches courses in AIS, strategic AIS, and latent variable modeling. He is also the faculty advisor for the Darla Moore School of Business AICC team, which won the 2019 Deloitte Audit Innovation Campus Challenge national championship.
Louise Hayes CPA, CA, PhD, is an Assistant Professor of Accounting at the Gordon S. Lang School of Business and Economics at the University of Guelph. Louise teaches a variety of accounting courses, including an IT audit and data analytics course. Her research involves using textual analysis to investigate factors that affect financial reporting quality and professional judgment processes. Her interest in these topics grew out of seven years in public accounting, much of it focused on IT auditing. She uses machine learning in her research, drawing upon skills acquired during her PhD and computer science undergrad studies. Louise completed her PhD in Accounting at the University of Waterloo in 2014. She is currently a member of CPA Canada’s Audit & Assurance Technology Committee.
Ray Henrickson, CPA, CA, CISA, retired as the Vice President of Information Systems and Technology Audit at Scotiabank responsible for the internal audit of the bank’s global information systems. Prior to his role in Internal Audit he was an information systems audit partner with the firm of Ernst & Young. Ray is a Chartered Professional Accountant and a Certified Information Systems Auditor. Active in the professional audit community, he is a past chairman of the Information Technology Advisory Committee for the CICA.
Kieng Iv is an independent consultant working with a number of firms and fortune 500 companies developing scripts and providing guidance and expertise in the field of data strategy and implementation. Previously, Kieng worked at Real Matters, Brookfield and Deloitte specializing in performing data analytics for internal audit, operations and automation. Kieng is also a lecturer at the University of Waterloo teaching Introduction to Business Analytics, Intermediate Business Analytics, and Fraud Detection Analytics.
William Ives, CPA, CA is a Senior Data Scientist at Omnia, Deloitte’s Artificial Intelligence Practice. He is a graduate of the University of Waterloo and Wilfrid Laurier University with a Bachelor of Mathematics and Bachelor of Business Administration from the Double Degree program. Since then he has earned a CPA auditing manufacturing companies at Deloitte before making a career transition into data science. William focuses on applying machine learning algorithms at financial institutions to assist in assessing credit risk and monitoring reputational risk.
Doug Johnson is the chief audit executive (CAE) at Haventree Bank, an OSFI regulated Schedule 1 Canadian FI which provides residential mortgage financing and CDIC insured deposit taking services. Doug is responsible for providing internal control related assurance and advisory services over the entire enterprise. Prior to Haventree Bank, Doug held senior roles in the areas of Governance, Risk, Audit and Compliance with CIBC, Aviva Canada, RBC and TD Bank. Doug is a Chartered Professional Accountant, a Certified Internal Auditor, and a Certified Information Systems Auditor. He is also an alumnus from EY and holds a Master of Accounting degree from the University of Waterloo.
Richard is a manager at EY within the Technology Risk group, focusing on IT audit and other IT control and compliance assessments (SOX compliance, SOC reporting, security reviews, etc.). He is a graduate of the University of Waterloo with a Master of Accounting and a Bachelor of Mathematics. Richard is also a co-lecturer at the University of Waterloo teaching Core Concepts of Technology for Accountants.
Prior to joining EY, Richard worked for KPMG in their Risk Consulting practice. Prior to that, Richard was in financial statement assurance, focusing on financial statement audits for small- to medium-sized businesses in manufacturing, retail, and service companies.
Ryan Leopold, CPA, CA leads PwC Canada's Banking and Capital Markets Assurance practice. As the engagement leader on audits of financial institutions, Ryan collaborates with his teams to explore and transform new data sets, providing richer insights in the process. During the recent adoption of IFRS 9, Ryan worked closely with financial institutions as they developed new credit modelling and data governance strategies to manage the transition.
Ryan is a Member of OSFI’s Deposit-Taking Institutions Auditors Advisory Committee and represents PwC Canada on their Global IFRS Banking Committee. He is the inaugural Chair of PwC’s Global Cryptocurrency Accounting Working Group and leading the development of crypto audit solutions for PwC in Canada. Ryan is also currently a member of CPA Canada’s crypto-asset auditing working group.
Dr. Uday Murthy is Professor and Quinn Eminent Scholar of Accounting Information Systems in the Lynn Pippenger School of Accountancy at the University of South Florida. He served as director of the school from 2011 to 2019. Professor Murthy earned his PhD from Indiana University, Bloomington. He has published over 50 scholarly journal articles in journals such as The Accounting Review, Auditing: A Journal of Practice & Theory, Journal of Information Systems, Behavioral Research in Accounting, International Journal of Accounting Information Systems, Journal of Management Information Systems, Decision Support Systems, and Information & Management. Professor Murthy has served as coeditor of the Journal of Information Systems, the leading academic journal for accounting information systems research, and currently serves as an associate editor of International Journal of Accounting Information Systems, and on the editorial boards of Journal of Information Systems and Journal of Emerging Technologies in Accounting. In the Brigham Young University Accounting Research rankings, Professor Murthy is ranked #3 in the world in the accounting information systems research field. As of July 2019, Professor Murthy’s scholarly publications have received over 1,500 citations in Google Scholar. In January 2018, he received the “Best Paper” award from the Accounting Information Systems section of the American Accounting Association.
Robert A. Nehmer is a Professor at the School of Business Administration of Oakland University. Dr. Nehmer's research interests include formal systems, internal controls, natural language, and critical theory. His current research projects are in continuous auditing, risk assessment, leveraging information technologies in internal control settings and XBRL representations. He has published and presented his research in numerous academic and professional journals and conferences. He has published in journals including Annals of Operations Research, Journal of Information Systems, International Journal of Disclosure and Governance, Journal of Emerging Technologies in Accounting and International Journal of the Mathematics of Operational Research. Dr. Nehmer is currently working in the area of emerging technologies in accounting. He has recently co-authored several papers on the use of drones in auditing. His work in this area has helped lead to an on-going research project with KPMG, one of the Big Four audit firms. He is also working on distributed ledger technologies (Blockchain), cloud-based systems and financial ontologies. Dr. Nehmer teaches courses in assurance and accounting information systems to graduate and undergraduate students. He received his doctorate, masters, and bachelor degrees in Accountancy from the University of Illinois - Urbana/Champaign. He is an active member of the American Accounting Association, the Information Systems Audit and Control Association, XBRL-US, and the Object Management Group’s Finance Domain Task Force.
Won Gyun No is an assistant professor of Accounting Information Systems at Rutgers, The State University of New Jersey. His research interest includes investigating areas of XBRL, data quality, green IT, the effect of privacy in e-commerce, and cybersecurity. He is a member of the American Accounting Association (AAA), the Canadian Academic Accounting Association (CAAA), and XBRL.US.
Robert Parker is a retired Deloitte Enterprise Risk Management partner where he had responsibility for the Firm’s Canadian privacy and business continuity practices and internal ERS risk management as well as providing technology audit support for a number of key financial audit clients. He continues to provide security, privacy and risk management consulting services to select clients.
He is a past International President of ISACA, has served on various ISACA committees and boards including Research, Assurance, CobiT Steering, and Frameworks Committee. He was the principle architect of ISACA’s Information Technology Assurance Framework.
He served on the AICPA – CPA Canada Privacy Task Force between 2001 and 2011 and was instrumental in the development of the Privacy Maturity Model and the CPA Canada’s Information Management and Technology Advisory Committee from 1999 until 2016.
Kate Patterson is a fourth year PhD in Accounting Candidate at the University of Waterloo. She is a CPA, CA and worked at PricewaterhouseCoopers and Canada Life prior to beginning her PhD. Her research interests include experimental based accounting research in management accounting and assurance including judgement and decision making, professional skepticism and cybersecurity.
Kaylynn is a principal at CPA Canada within the Research, Guidance and Support group. In this role, she develops guidance and thought leadership for CPAs related to audit and assurance matters. Kaylynn works collaboratively with external stakeholders, volunteers and subject matter experts to provide practical, understandable and timely guidance. This includes implementation guidance for new and complex audit and assurance standards; resources regarding the impact of technology on the audit and assurance profession, including data analytics, blockchain and crypto-assets; and assurance implications of emerging forms of external reporting.
Prior to joining CPA Canada, Kaylynn was a Senior Manager at KPMG LLP in their Risk Consulting practice, focusing on internal audit, risk and control services. Kaylynn started her career with KPMG's audit practice, focusing on financial statement audits of public companies in manufacturing, retail and industrial markets.
Robert Reimer is a recently retired PwC Winnipeg Partner, where he was responsible for the Consulting & Risk practices for Manitoba/Saskatchewan, and is back working with PwC on a contract basis. Through his 35 years with PwC, he has worked with organizations across Canada, bringing a practical blend of experience in business, governance, risk, operations, process and systems to solve their issues and help them be more successful. Early in his career, Robert began to focus on technology and information systems risks, and helped build the PwC technology security, risk and controls practice in Canada, advising organizations across most industries on how to manage their technical risks. He became the PwC Canada Information Security Leader, leading engagements to test network and system security, identify vulnerabilities, develop complex security architectures, implement identity and single sign-on solutions, and develop effective security organization, roles and policies. He has led several CEO forums on cyber security and is effective in helping organizations mitigate enterprise cyber and IT risks. Robert has been an active member of the CPA Canada Audit & Assurance Technology Committee. He authored the CPA Canada publication 20 Questions Directors Should Ask About IT Security, and contributed to the early development of the system reliability Trust Principles and COBIT v 3.1. Robert is an FCPA FCA, and has earned the CISA, CISM, CRISC, CITP, and CGEIT designations.
Kristian Rotaru is a decision scientist working across the disciplines of accounting, finance, and operations management. He completed a Bachelor of Science (with Honours in psychology) at Monash University in 2018, Graduate Diploma in Psychology (GDP) in 2017, PhD in Information Systems/Risk Management in 2010, and PhD in Economics in 2005.
Kristian is a senior lecturer in the Department of Accounting, Monash Business School where he teaches Masters and Honours courses on Business Analytics and Accounting Information Systems. He is a member of the Strategy Committee and Steering Committee at Monash Business Behavioural Lab (MBBL) and is affiliated with the Brain and Mental Health Lab at Monash University and with Brain, Mind and Markets Lab at the University of Melbourne.
Kristian's research focuses on affective decision making in everyday economic behaviours, and involves the study of emotions and their interactions with cognitive processing using brain imaging and psychophysiological techniques. He also works on designing and testing interventions for behavioural change.
Greg Shields is a member of two CPA Canada Committees: the Audit Data Analytics Committee and the Assurance Innovation Committee. He is also a member of the Information for Financial Reporting Judging Panel for the CPA Canada 2017 Awards of Excellence in Corporate Reporting. His recent projects include assisting the AICPA Audit Data Analytics Guide Working Group in developing that guide.
In 2015, Greg retired from his position as Director, Auditing and Assurance Standards at CPA Canada. In that position, he supported the activities of the Canadian Auditing and Assurance Standards Board and served as a technical advisor to the International Auditing and Assurance Standards Board.
Raj is currently Emeritus Professor and formerly the EY Professor of Accounting & Information Systems and Director of EY Center for Auditing Research and Advanced Technology at the School of Business, University of Kansas. His research has resulted in patentable ideas. FRAANK and SeekiNF are the two such technologies. Please see the website https://www.seekedgar.com for more details on these technologies.
Theophanis C. Stratopoulos is the PwC Chair Associate Professor of Information Systems at the School of Accounting and Finance at the University of Waterloo. Theo’s teaching and research focus is on financial performance and competitive implications of IT-enabled business strategies and emerging technologies. Currently, he is working on projects related to blockchain technology adoption, audit data analytics, and IT budgets. He has worked (consulted) on data analytics projects for large US firms, and delivered workshops to accounting professors on data analytics and emerging technologies. Prof. Stratopoulos is a member of the CPA Canada - Audit Data Analytics committee, guest editor of a special issue on audit data analytics for Managerial Auditing Journal, guest editor for a special issue on "Blockchain: Using Accounting Scepticism to See Beyond the Hype" and associate editor for the International Journal of Accounting Information Systems. He is the new co-senior editor (2020 - 23) for the Journal of Information Systems.
Melissa J. Snowe, CPA, MSA is a lead AIS specialist with the Department of Defense (DFAS). She is an observant professional, who searches for and then investigates disruptive patterns in financial data. Throughout her career, her data investigations have uncovered multiple data handling breaks and faulty processing; while her AIS design proposals, once adopted and operationalized, have resulted in shoring up technology audit trails and, consequently, hundreds of millions of dollars of cost savings, for both the private and public sectors. Recently, Melissa’s analytics projects allowed her to deconstruct a problematic DoD accounting processing system. She tested, and retested, hundreds of millions of lines in unique data sets to identify and prove the most stable metadata element on which to rebuild the system.
Her research has been published in Thompson Reuters Internal Auditing Journal. Melissa intentionally submits an offset headshot, as she often tells her teams to “Go look at a data set again but with your head tilted this time.” She believes her best solutions revealed themselves after reviewing issues from odd, unconventional angles
Archana Subramanian is a Blockchain Solution Architect with Risk Assurance team at PwC. She is a Computer Science Engineer with over 8 years of experience in emerging technologies, digital services, data analytics & visualization and application development. She also holds an MBA from Schulich School of Business.
Archana has been involved in the Blockchain space for the past 2 years. Certified Blockchain Solution Architect and Certified Ethereum Developer, she has worked on several client projects, from identifying blockchain use cases to creating solution architecture and detailed smart contract designs. Archana has also developed blockchain sandbox environment with private permissioned blockchain consortium networks using Hyperledger Fabric.
Bill Swirsky (FCPA, FCA, MBA, ICD.D) is Chair of the UW CISA Board of Directors.
At present he also sits on (1) the Board of a TokenFunder Inc, Canada’s first security token issuance and management platform which was also granted the first Exempt Market Dealer license allowing TFI to issue securities on Ethereum and to create the first ever trading platform for private markets and (2) the Board of Silversmith Brewery Company a Canadian craft brewery in Virgil, Ontario producing beers which have garnered national and international awards for their excellence and (3) the Advisory Board of Trilennium Solutions Inc. a Canadian initiative in the emerging and continuously morphing “software as a service (SaaS)” industry.
Dr. Eileen Z. Taylor is a Professor of Accounting at NC State Poole College of Management. She teaches in the MBA and MAC programs, and also teaches courses at Duke University. Her research is focused on whistleblowing, ethics, and accounting information systems. She publishes in a range of journals, including Journal of Information Systems, Journal of Business Ethics, Journal of Forensic Accounting Research, Accounting Horizons, and Behavioral Research in Accounting. She serves on several editorial boards and she co-edited a special issue of JIS on AIS and Ethics. She is currently co-editing a Routledge Companion on Accounting and Ethics. Dr. Taylor is a CPA in North Carolina, and is a Certified Fraud Examiner. She holds a BS, MAC, and PhD, all from the University of South Florida.
Jean-François Trépanier is a member of the professional standards group of Raymond Chabot Grant Thornton, a member firm of Grant Thornton International. Using his in-depth knowledge of assurance standards, he works with engagement teams to resolve complex audit issues, and to adapt to the opportunities and challenges created by technology, including AI and blockchain. He is also part of the international team responsible for Grant Thornton global audit methodology and tools.
Jean-Francois is also a member of the Canadian Auditing and Assurance Standards Board. He also serves as a technical advisor for Catallaxy (www.catallaxy.com), a Montreal-based blockchain expertise center.
Dr. Vasarhelyi, Ph.D in MIS (UCLA), MBA (MIT), BS in Economics and Electrical Engineering (the State University of Guanabara and Catholic University of Rio de Janeiro) is currently the KPMG Distinguished Professor of Accounting Information Systems and Director of the Rutgers Accounting Research Center (RARC) & Continuous Auditing and Reporting Laboratory (CARLAB) at Rutgers University. He has published more than 200 journal articles, 25 books, and directed over 45 PhD theses. Professor Vasarhelyi is the editor of the Artificial Intelligence in Accounting and Auditing series and the Journal of Emerging Technologies in Accounting. He has taught executive programs on electronic commerce to many large international organizations including GE, J&J, Eli Lilly, Baxter, ADL, Volvo, Siemens, Chase Bank, and AT&T. Professor Vasarhelyi is credited with the original continuous audit application and as the leading researcher in this field. The CAR Lab’s projects include among others Siemens, KPMG, P&G, AICPA, CA Technologies, and Itau-Unibanco. It also includes the RADAR project supported by the AICPA, CPA Canada, and the 8 largest audit firms. He has been awarded the AICPA Educator of the Year in 2017, Outstanding Educator of the year by the AAA in 2014 and the Wasserman award by ISACA in 2013.
Nishani Vincent, Ph.D. is an assistant professor of accounting at The University of Tennessee at Chattanooga. She received her doctoral degree from Florida Atlantic University and currently teaches undergraduate and graduate Accounting Information Systems classes. Prior to joining academia, she worked as a systems implementations consultant. Her research interests in IT governance, IT risk management, and in the broad area of accounting information systems stems from her professional experience as a consultant. Dr. Vincent is a member of the American Accounting Association (AAA), the Accounting Information Systems Section of the AAA, the Chartered Institute of Management Accountants U.K. and ISACA.
Adam Vitalis is an assistant professor in the School of Accounting and Finance at the University of Waterloo. Adam is currently teaching auditing and his research utilizes various economic, behavioural and information processing theories to experimentally investigate cognitive limitations in processing risk and other information cues in both audit and financial reporting settings. He has recently published in The Accounting Review and Contemporary Accounting Research.
Professor Vitalis received his PhD from The University of Wisconsin at Madison and holds a CPA certificate from Minnesota. Prior to joining the School of Accounting and Finance, he was an assistant professor at Georgia Institute of Technology. He also has over thirteen years of experience in various industries including: Senior Manager at Deloitte and Touche, LLP, Director of Enterprise Risk Management at U.S. Bank, and production accountant for various film and television projects.
Wenru is a second-year PhD student in the Accounting Information System department at
Rutgers Business School. Prior to pursuing PhD, Wenru worked for Industrial Commercial
Bank of China Head Office as a loan management analyst. Her research interests are in the
areas of continuous audit and assurance, and emerging technologies on auditing. She has
been working with Brazil government open data to explore the application of continuous
monitoring methodology in their procurement processes.
Tawei (David) Wang, PhD, CPA, CIA, is an award-winning professor in both teaching and research. He mainly teaches audit analytics, data mining, IT auditing and accounting information systems. He has been invited by conferences and universities around the world to discuss curriculum design and teaching strategies. He is currently listed on the Fulbright Specialist Roster for developing analytics curriculum for accounting programs. Dr. Wang’s research interests are IT management and information security management. He has published in leading academic journals, including Accounting Horizons, Decision Support Systems, European Journal of Information Systems, Information & Management, International Journal of Accounting Information Systems, Information Systems Journal, Information Systems Research, Journal of Accounting and Public Policy, Journal of Banking and Finance, Journal of Information Systems, among others. He is currently the 2nd most productive accounting information systems researcher based on Brigham Young University’s accounting researcher ranking and his papers have more than 30,000 full text downloads from the Science Direct academic network. He has been regularly invited by universities to present his research. He actively serves in the professional community as an editor, reviewer, conference/workshop coordinator. He is the president of the American Accounting Association Midwest Region in 2020. Dr. Wang also actively engages with practitioners. He was the 2018 KPMG James Marwick Professor in Residence (https://bit.ly/30emiC1) and was a speaker as well as a facilitator of a chief audit executive roundtable about audit analytics hosted by the Institute of Internal Auditors.
Clinton E. White, Jr. (Skip) - DBA Indiana University (1981); MBA University of Louisville (1975): Currently Professor of Accounting & MIS at the University of Delaware and the author of The Accountant’s Guide to XBRL, The Guide & Workbook for Understanding XBRL & iXBRL, and The Guide & Workbook for Understanding the Audit Data Standards (www.skipwhite.com). Professor White has published numerous articles in academic and professional journals, conducted numerous academic and professional workshops around the world, and was the founding Webmaster for the American Accounting Association. His recent efforts have been focused on blockchain, Inline XBRL, and other emerging information technologies and their effect in various areas of business. In addition to faculty positions at Penn State (1981 – 1987) and Delaware (1987 to present), he received his BA in History & Government from Western Kentucky University (1969), served as a Military Intelligence Specialist in the First Special Action Force –Southeast Asia (1969 – 1971) and worked as a Branch Manager and Loan Officer at a Savings & Loan in Louisville, Ky. (1974 – 1977). For details see: https://lerner.udel.edu/faculty-staff-directory/clinton-e-skip-white-jr/.
Dr. Wilkin is a Professor, Head of Department, and Director of Research of the Department of Accounting, Monash Business School, Monash University, Australia. She previously held positions at The University of Melbourne and Deakin University. She received her PhD and BCom (Hons) from Deakin University and a Grad Cert Higher Ed from Monash University. Her major research interests concern: exploration of the relationship between corporate governance and IT governance; governing enterprise systems for business value; issues of enterprise risk management; AIS and governance; management control and AIS; internal controls; and accounting education. Her research has been funded by a research grant from the Australian Research Council. She has published in leading journals, including: Journal of Information Systems, European Journal of Information Systems, Decision Support Systems, IT & People, International Journal of Accounting Information Systems, Journal of Accounting Education, Accounting and Finance, Electronic Commerce Research, and Data Base for Advances in Information Systems, amongst others. She is currently an editor of the Journal of Information Systems and Associate Editor of Journal of Organizational and End User Computing. She is also on the editorial review board of the International Journal of Accounting Information Systems.
Abigail is a PhD candidate in the Accounting Information System department at Rutgers Business School. Her research addresses the impacts of emerging technologies, especially Robotic Process Automation (RPA), Artificial Intelligence (AI), and Intelligent Process Automation (IPA), on auditing. She has been working with several medium-sized CPA firms in the United States to explore the use of RPA in their audit procedures. Her research on IPA in audit was awarded the best paper in the 2019 AIS Educator Conference, Denver, USA and the best presentation in the 2019 Strategic and Emerging Technology (SET) workshop in the American Accounting Association (AAA) annual meeting in San Francisco, USA. She is the author and instructor for the American Institute of CPA (AICPA) RPA course modules. She is also a part time lecturer at Rutgers Business School and she teaches Information Technology and Managerial Accounting.