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MS Accounting Program Project
BP Consulting
Valiant, Karen, Daphne, Jasyca, Lisa
1
Client Overview
Mary Guan, CPA, Director of the MS Accounting Program
2
Project Overview
Problem: Lack of central repository for MS Acct Program information and
information that current/former students find interesting
Actions: Define categories, gather content
Results: Newsletter, additional content
Learnings: Individual takeaways discussed at the end of presentation
3
Scope - Primary Research
• Informational interviews
• Alumni Spotlight: Kevin Rockecharlie
• Community Involvement: Wanda Beverly
4
Scope - Primary Research (cont.)
Informational Interview Template
5
Scope - Primary Research (cont.)
6
• Alumni Spotlight—Articles and Stories of Alumni
• Kevin Rockecharlie
• MBA & MSA alumnus of UTD
• Founder of BMK
• Skillset for career success:
• Communication
• Teamwork
• Desire
Kevin M. Rockecharlie, CISA
Director of IT Audit Services
Scope - Secondary Research
7
• Websites for CPA/CMA updates
• Student organizations (ALA, Ascend, etc.) for
upcoming events and event photos
• Professor interviews from one of the project teams in
the day class (ACCT 6388)
• Faculty and staff (Ms. Ensminger, Professor Guan,
etc.) for student projects feedback and alumni
information
Scope - Secondary Research (cont.)
8
•Initiative formally began in Fall 2015
•Focuses on projects with startups, nonprofit
organizations and small to mid-sized companies
•Hands out flyers in accelerators and sends the business
a Project Connection form
•Completed forms are forwarded to Professor Goodrich
for approval
ProConnect Program
Build the Future – One Project at a Time
Lucretia Ensminger
Business Relationship Manager
9
Scope - Secondary Research (cont.)
10
Scope - Secondary Research (cont.)
11
Hot News
Hot topics and news on campus and in the
professional field
Upcoming Events
Accounting related events both on- and off-
campus
Faculty Spotlight
Articles and interview videos of MSA
professors
Alumni Spotlight
Articles and stories of alumni
Employment Spotlight
Employers that are hiring/have hired alumni
Community Involvement
Introduction and reflection of VITA program
and other community involvement activities
Results (cont.)
12
• VITA goals:
• Provide information about tax law
• Give general tax advice and guidelines
• Help to avoid tax penalties
Wanda Beverly
Tax Compliance Officer, UTD
27 years of tax and payroll experience
Takeaways
Jasyca: Communication skills are very important!
Lisa: Be persistent: even embarrassing
experiences can be learning experiences
Daphne: It is very important to tailor emails to the
specific situation.
Karen: Grammar is very important and practice makes
perfect!
Valiant: Ensure project scope is defined and limit creep
13
Thank you!
14

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PPT Presentation (1)

  • 1. MS Accounting Program Project BP Consulting Valiant, Karen, Daphne, Jasyca, Lisa 1
  • 2. Client Overview Mary Guan, CPA, Director of the MS Accounting Program 2
  • 3. Project Overview Problem: Lack of central repository for MS Acct Program information and information that current/former students find interesting Actions: Define categories, gather content Results: Newsletter, additional content Learnings: Individual takeaways discussed at the end of presentation 3
  • 4. Scope - Primary Research • Informational interviews • Alumni Spotlight: Kevin Rockecharlie • Community Involvement: Wanda Beverly 4
  • 5. Scope - Primary Research (cont.) Informational Interview Template 5
  • 6. Scope - Primary Research (cont.) 6 • Alumni Spotlight—Articles and Stories of Alumni • Kevin Rockecharlie • MBA & MSA alumnus of UTD • Founder of BMK • Skillset for career success: • Communication • Teamwork • Desire Kevin M. Rockecharlie, CISA Director of IT Audit Services
  • 7. Scope - Secondary Research 7 • Websites for CPA/CMA updates • Student organizations (ALA, Ascend, etc.) for upcoming events and event photos • Professor interviews from one of the project teams in the day class (ACCT 6388) • Faculty and staff (Ms. Ensminger, Professor Guan, etc.) for student projects feedback and alumni information
  • 8. Scope - Secondary Research (cont.) 8 •Initiative formally began in Fall 2015 •Focuses on projects with startups, nonprofit organizations and small to mid-sized companies •Hands out flyers in accelerators and sends the business a Project Connection form •Completed forms are forwarded to Professor Goodrich for approval ProConnect Program Build the Future – One Project at a Time Lucretia Ensminger Business Relationship Manager
  • 9. 9 Scope - Secondary Research (cont.)
  • 10. 10 Scope - Secondary Research (cont.)
  • 11. 11 Hot News Hot topics and news on campus and in the professional field Upcoming Events Accounting related events both on- and off- campus Faculty Spotlight Articles and interview videos of MSA professors Alumni Spotlight Articles and stories of alumni Employment Spotlight Employers that are hiring/have hired alumni Community Involvement Introduction and reflection of VITA program and other community involvement activities
  • 12. Results (cont.) 12 • VITA goals: • Provide information about tax law • Give general tax advice and guidelines • Help to avoid tax penalties Wanda Beverly Tax Compliance Officer, UTD 27 years of tax and payroll experience
  • 13. Takeaways Jasyca: Communication skills are very important! Lisa: Be persistent: even embarrassing experiences can be learning experiences Daphne: It is very important to tailor emails to the specific situation. Karen: Grammar is very important and practice makes perfect! Valiant: Ensure project scope is defined and limit creep 13