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 “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 Study 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 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 “Investor Relations 2.0,” September 2017. “A Survey of Earnings Guidance and Management Behaviors,” coauthored with Greg Jonas, September 2017.
“Executive Experience of Guiding Investors,” 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 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. “With Options Tainted, Companies Award Restricted Stock,” Wall Street Journal, March 3, 2003. “Progressive Abandons Options, Turns to Restricted Stock,” Board Alert, February 2003. “A Guide to Going without Guidance,” Wall Street Journal, December 17, 2002. “Insurer’s Growth Plan Focuses on Simplicity,” Investor’s Business Daily, July 26, 2002. “The No-Guidance Counselor,” Business 2.0, April 2002. “What Wall Street Hates to Hear,” Chief Executive, April 2002. “After Reg FD, Progressive Sets Bold Move,” Wall Street Journal, May 11, 2001 “Auto Insurers Feel Pressure as State Farm Reins in Rates,” Wall Street Journal, April 26, 2001. “Progressive CEO Refuses to Smooth Out Earnings,” Wall Street Journal, April 16, 1999. ACADEMIC SERVICE Reviewer, Research in Accounting Regulation and Harvard Business School Press. Faculty Director, MAcc Program, Case Western Reserve University, 2016 – present.