Steven Utke School of Business Department of Accounting University of Connecticut 2100 Hillside Road, Unit 1041A Storrs, CT 06269 Email: sutke@uconn.edu Phone: (860) 486-2374 CV as of: January 31, 2017 ACADEMIC EXPERIENCE University of Connecticut Assistant Professor Storrs, CT August 2015-Present EDUCATION University of Georgia Athens, GA PhD, Business Administration May 2015 Villanova University Villanova, PA Masters of Taxation August 2011 Bucknell University Lewisburg, PA BSBA, Accounting May 2005 RESEARCH Publications Noncompliance with mandatory disclosure requirements: The magnitude and determinants of undisclosed permanently reinvested earnings with Benjamin C. Ayers and Casey M. Schwab, 2015. The Accounting Review, 90 (1): 59-93. o Invited presentations: 2013 Illinois Tax Doctoral Consortium Working Papers The effect of shareholder voting requirements on method of payment and performance outcomes in acquisitions with Paul Mason and Mike Stegemoller, 2017. Under review at Review of Financial Studies o Invited presentations: 2017 MFA Annual Meeting Do debt investors adjust for balance sheet risk that should be off balance sheet? Evidence from cash flow hedges with John L. Campbell, Jimmy Downes, and Jenna Feagin, 2017. Page 1 of 5
Do tax deductions for goodwill impairments affect financial reporting? with Sarah Blechinger, 2016. o Invited presentations * : 2016 Accounting Conference at Temple University, 2016 AAA Northeast Region Meeting, 2016 NTA Annual Conference on Taxation, 2017 AAA Financial Accounting and Reporting Section Midyear Meeting, 2017 American Taxation Association Midyear Meeting o Workshop presentations: Baylor University (2017) The effect of shareholder-level taxes on organizational form and stock ownership: Evidence from equity carve-outs of master limited partnerships Dissertation, 2016. Committee: Benjamin Ayers (Chair), Stuart Gillan, Santhosh Ramalingegowda, Casey Schwab, Bridget Stomberg. Revising for third round review at The Accounting Review o Invited presentations: 2015 National Tax Association Spring Symposium o 2015 job market presentations: Boston College, University of Connecticut, Indiana University, University of Kansas, University of Notre Dame, Pennsylvania State University Structural equation modeling in archival accounting research: An application to disclosure and cost of capital with Lisa A. Hinson, 2016. Under review at The Accounting Review o Invited presentations * : 2015 AAA Financial Accounting and Reporting Section Midyear Meeting, 2016 Modern Modeling Methods Conference Audit quality and specialist tenure with Jennifer J. Gaver, 2016. Revising for third round review at The Accounting Review o Invited presentations: 2014 Auditing Midyear Meeting, 2014 AAA Southeast Region Meeting, 2014 AAA Annual Meeting o Workshop presentations: University of Connecticut (2015) TEACHING Introduction to Taxation o 63 undergraduate students; GPA: 2.9; Instructor Evaluations: 4.4/5.0 Fall 2016 o 101 undergraduate students; GPA: 2.4; Instructor Evaluations: 4.7/5.0 Fall 2015 o 26 undergraduate students; GPA: 2.5; Instructor Evaluations: 4.4/5.0 Fall 2014 SAS/STATA Software Boot Camp o 5 graduate students Summer 2016 o 10 graduate students Summer 2015 SAS Software Boot Camp 7 graduate students Summer 2014 * Includes presentations by co-authors Page 2 of 5
CONFERENCE ATTENDANCE AND PAPER PRESENTATIONS MFA Annual Meeting, 2017 (presenter) Chicago, IL ATA Midyear Meeting and JATA Conference, 2017 (presenter) Phoenix, AZ AAA FARS Midyear Meeting, 2017 (presenter) Charlotte, NC Yale School of Management Fall Research Conference, 2016 New Haven, CT NTA Annual Conference on Taxation, 2016 (presenter) Baltimore, MD Ernst & Young Tax Educator s Symposium, 2016 Washington, DC 2 nd UT-Austin/Waterloo Biennial Taxation Research Symposium, 2016 Waterloo, ON Accounting Conference at Temple University, 2016 (presenter) Philadelphia, PA AAA Annual Meeting, 2016 New York, NY PwC Accounting & Tax Symposium, 2016 New York, NY KPMG Faculty Symposium, 2016 Chicago, IL Modern Modeling Methods Conference, 2016 (presenter) Storrs, CT 21 st Deloitte Tax Faculty Symposium, 2016 Westlake, TX ATA Midyear Meeting and JATA Conference, 2016 (discussant) Orlando, FL 17 th Annual Tax Policy and Practice Symposium, 2016 Washington, DC AAA New Faculty Consortium, 2016 Leesburg, VA NTA Annual Conference on Taxation, 2015 Boston, MA Yale School of Management Fall Research Conference, 2015 New Haven, CT AAA Annual Meeting, 2015 (discussant) Chicago, IL Southeast Summer Accounting Research Conference (SESARC), 2015 Atlanta, GA NTA and ATPI Spring Symposium, 2015 (presenter) Washington, DC 18 th Annual UNC Tax Symposium, 2015 Chapel Hill, NC ATA Midyear Meeting and JATA Conference, 2015 Washington, DC UT-Austin/Waterloo Taxation in a Global Economy Symposium, 2014 Austin, TX AAA Annual Meeting, 2014 (presenter/discussant) Atlanta, GA Southeast Summer Accounting Research Conference (SESARC), 2014 Atlanta, GA AAA Southeast Region Meeting, 2014 (presenter) St. Petersburg, FL ATA Midyear Meeting and JATA Conference, 2014 San Antonio, TX KPMG/ATA Doctoral Consortium, 2014 San Antonio, TX Auditing Midyear Meeting, 2014 (breakfast forum presenter) San Antonio, TX University of Illinois Symposium on Tax Research XIII, 2013 Chicago, IL University of Illinois Tax Doctoral Consortium I, 2013 (presenter) Chicago, IL AAA/Deloitte/J. Michael Cook Doctoral Consortium, 2013 Tahoe City, CA ATA Midyear Meeting and JATA Conference, 2013 San Diego, CA ATA Midyear Meeting and JATA Conference, 2012 New Orleans, LA KPMG/ATA Doctoral Consortium, 2012 New Orleans, LA ATA Midyear Meeting and JATA Conference, 2011 Washington, DC Page 3 of 5
PROFESSIONAL EXPERIENCE LS Power Development, LLC East Brunswick, NJ Tax Manager; Tax Senior December 2008 May 2011 Ernst & Young, LLP Philadelphia, PA Senior Tax Associate; Staff Tax Associate May 2007 December 2008 Ernst & Young, LLP Philadelphia, PA Staff Auditor September 2005 May 2007 Certified Public Accountant Pennsylvania and New Jersey 2007 Present AWARDS AND HONORS Voynich Family Graduate Fellowship, 2014 Dr. Linda S. Bamber Scholarship, 2012 Elijah Watt Sells Award, 2005 RESEARCH SERVICE Reviewer Service: o FARS Midyear Meeting (2017) o AAA Northeast Region Meeting (2016) o ATA Midyear Meeting (2014-2017) o AAA Annual Meeting (2014, 2017) o AAA Southeast Region Meeting (2014) o Auditing Midyear Meeting (2014) ATA Research Resources and Methodologies Committee, 2013-2014; 2015-2016 ATA/PwC Doctoral Dissertation Award Committee, 2016-2017 Ph.D. COMMITTEE SERVICE Andy Duxbury, 2016 Initial Placement: James Madison University OTHER SERVICE PhD Committee, 2016-2017 Undergraduate Curriculum Committee, 2017 Page 4 of 5
PROFESSIONAL ORGANIZATIONS American Accounting Association American Finance Association American Taxation Association National Tax Association American Institute of CPAs Pennsylvania Institute of CPAs New Jersey Society of CPAs Page 5 of 5