Panel Participant, The Past and Future of Accounting Regulation, AAA Annual Meeting, New York, August 2016. Moderator, Auditing History: Insights from Alternative Research Methods, AAA Annual Meeting, New York, August 2016. Presenter, Does Earnings Guidance Invite Earnings Management, AAA Annual Meeting, New York, August 2016. Presenter, Sources of Competitive Advantage in Car Insurance, Association of Insurance and Financial Analysts, Boca Raton, FL, March 2007. Presenter, A Practitioner’s View of Accounting, National Investor Relations Institute, Santa Monica, CA, January 2007. Panel Participant, Breaking the Short-Term Cycle: Discussion and Recommendations on How Corporate Leaders, Asset Managers, Investors, and Analysts Can Refocus on Long-Term Value, sponsored by the CFA Centre for Financial Market Integrity and the Business Roundtable Institute for Corporate Ethics. White Paper published 2006. Presenter, Implications of Monthly Reporting, Roundtable on Corporate Disclosure, New York University, May 2004. Presenter, The Case for Not Providing Earnings Guidance, National Investor Relations Institute Annual Conference, Orlando, FL, June 2003. Presenter, The Case for Monthly Reporting, CFA Society, Cleveland, OH. October 2002. Presenter, Perspectives on Financial Reporting, Merrill Lynch Securities Conference, New York, NY. June 2001. PUBLICATIONS “How Frequently Should Listed Companies Report Results?,” Research in Accounting Regulation, 2018, 30(2). “Index Investors and the Return of Stewardship Accounting,” Research in Accounting Regulation, 2018, 30(1):26-30. “Learning from Ecology: Financial Reporting as a ‘Commons,’” Research in Accounting Regulation, 2017, 29(1):75-78. “The Problem with Non-GAAP Earnings,” Strategic Finance, April 2017, 98(5): 31-39. (Recipient of 2017 Lybrand Award Bronze Medal). “A Survey of Investor Relations and Earnings Guidance,” Morristown, NJ: Financial Executives Research Foundation, 2015.
“A Qualitative of Earnings Guidance,” Morristown, NJ: Financial Executives Research Foundation, 2014. “Earnings Guidance is Alive and Well,” Financial Executive, 2013, 29(2):19-21. “Derivative Wars,” Financial Executive, 2007, 23(5):46-49. More Than a Numbers Game: A Brief History of Accounting. Hoboken, NJ: Wiley, 2006. (Translated into Japanese) With G. Bennett Stewart, “Making Financial Goals and Reporting Policies Serve Corporate Strategy: The Case of Progressive Insurance,” Journal of Applied Corporate Finance, Fall 2004. WORKING PAPERS “From Campus to Practice: Knowledge Diffusion and the Case of Oil and Gas Accounting,” September 2018 “The Observer Effect and U.S. Accounting Rules,” May 2018. “Does Earnings Guidance Increase Earnings Management Behavior?” coauthored with Greg Jonas, May 2018. “Passive Investing and the Future of Investor Relations,” May 2018. “Executive Experience of Guiding Investors,” https://ssrn.com/abstract=2918422, October 2016. “Does Earnings Guidance Invite Earnings Management,” https://ssrn.com/abstract=2918459, October 2015. INTERVIEWS “The Dozy Watchdogs,” The Economist, December 13, 2014. “Treasurers Transform to Today’s Realities,” Financial Executive, May 2010. “Progressive Corporation in Battle for Brand Recognition, Market Share,” Cleveland Plain Dealer, November 5, 2007. “Frequent Filer,” CFO Magazine, July 2006. “A New Dividend Idea for Rain or Shine,” Newsweek, April 24, 2006. “Pennies that Aren’t from Heaven,” New York Times, November 7, 2004. “Polished Performer,” Barron’s, November 1, 2004.