University of North Carolina Wilmington Educational Program Assessment Plan and Report Assessment Plan for 2011-2012 Cameron School of Business Primary Contact Name/Info: Becky Porterfield, AoL Director, Cameron School of Business Degree: Master of Science in Accountancy MSA Program Outcomes Program Outcome UNCW Strategic Goal Tools Implementation Summary of Findings Actions Taken PO 1: To provide effective career development and placement opportunities for all students. Students will be supported in their placement activities through access to accounting firm personnel (at the local, regional, and national/ international firm levels) and industry personnel through the UNCW career placement center, placement 1. 1. Survey of Orientation Events on Career Development 2. 2. Survey Firms Attending Meet the Firms 3. 3. Number of Firms Recruiting on Campus 4. 4. Student Exit surveys 5. 5. Informal dialogue with Advisory Board 6. 6. Placement of students MSA Director; Survey data; informal data collected talking to students, faculty, advisory board and recruiters Findings indicated overall satisfaction with the planned events but some fine tuning would make the events better. Added a firm tour in Charlotte in the fall of 2010. Changed the format of Meet the Firms in fall of 2012 to have fewer firms each night but have longer sessions. Also, increased the number of nights to 4 and spread the event over 2 weeks. One of the nights used a “career fair” format for
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University of North Carolina WilmingtonEducational Program Assessment Plan and Report
Assessment Plan for 2011-2012Cameron School of Business
Primary Contact Name/Info: Becky Porterfield, AoL Director, Cameron School of Business
Degree: Master of Science in Accountancy
MSA Program OutcomesProgram Outcome
UNCW Strategic GoalTools Implementation Summary of
FindingsActions Taken
PO 1: To provide effective career development and placement opportunities for all students. Students will be supported in their placement activities through access to accounting firm personnel (at the local, regional, and national/ international firm levels) and industry personnel through the UNCW career placement center, placement events, and through other on-campus activities such as Meet the Firms, MSA Orientation, Business Week, and Beta Alpha Psi.
UNCW Goal 1
1. Survey of Orientation Events on Career Development2. Survey Firms Attending Meet the Firms3. Number of Firms Recruiting on Campus4. Student Exit surveys5. Informal dialogue with Advisory Board6. Placement of students
MSA Director;Survey data; informal data collected talking to students, faculty, advisory board and recruiters
Findings indicated overall satisfaction with the planned events but some fine tuning would make the events better.
Added a firm tour in Charlotte in the fall of 2010. Changed the format of Meet the Firms in fall of 2012 to have fewer firms each night but have longer sessions. Also, increased the number of nights to 4 and spread the event over 2 weeks. One of the nights used a “career fair” format for those firms that may not be hiring this year.Also, changed the type of panels for Accounting Career Day to add a panel in Advisory Services. This event was also revamped in the fall of 2009.
PO2: To foster effective relationships with the professional business community. Our program will interface with the professional community through on-campus activities such as Meet the Firms, MSA Orientation events, Business Week, and Beta Alpha Psi, through the utilization of an Accounting Advisory Board, and through on-going contact in educational and professional settings.
UNCW Goal 3, 4, & 5
1. Number of firms participating in Meet the Firms, Business Week, Orientation, and Accounting Career Day2. Number of firms speaking at Beta Alpha Psi meetings3. Discussion of program effectiveness with Advisory Board4. Number of faculty participating in firm events (professional development, conferences)5. Composition of Advisory Board6. Number of faculty participating in firm events
MSA Director, Department Chair, Faculty advisers to Beta Alpha Psi
Findings indicate that good firm relationships are continued to be maintained.
Added a Alumni Reception in Charlotte in the fall of 2010. Added an alumni reception in Raleigh in the summer of 2011. Added 4 new members to the advisory board (Sara Branner, McGladrey; Phil Garolfo, EY; Laura Robinette, PwC; and Steven Darroch, Deloitte).
PO3: To promote MSA faculty excellence in teaching and research.Our faculty will be supported in their research activities through accessibility of research databases and other resources, access to programs for summer research stipends, funding of travel to research conferences, and appropriate course and preparatory loads to facilitate research.Our faculty will be supported in their teaching activities through access to on-campus
1. Number of research databases2. Number and amount of summer stipends3. Number of Faculty attending conferences4. Course loads for MSA faculty5. Peer reviews6. Availability of campus instructional seminars
Department chair Findings indicate that faculty excellence is being promoted.
Satisfactory findings so no additional actions taken.
instructional seminars, careful evaluation of course materials, and feedback.
UNCW Goal 1 & 2
MSA Student Learning OutcomesStudent Learning
OutcomeUNCW Strategic Goal
Tools Implementation Summary of Findings
Actions Taken
SLO1: Our graduates will have the skills necessary for critical thinking, professional research, and continuous learning.
UNCW Goal 1
A: Critical ThinkingMethod: A critical thinking rubric is used in the MSA 518 Risk Based Auditing course.
B: Professional Research Method: A rubric is used to assess a case analysis conducted by students in the MSA 500 Financial Accounting Research and Theory course.
C: Continuous Learning Method: Assessment is conducted by both indirect and direct measures. Students complete and exit survey when leaving the program. The pass rate for the CPA exam is assessed. Additionally all students are required to participate in continuous learning activities
Administration: The rubric is used by faculty to evaluate all students in a class exercise. This course is offered each spring. Results are reviewed by the MSA faculty committee.
Administration: This course is offered each spring, and the assessment is conducted on all students by the faculty member. Results are reviewed by the MSA faculty committee.
Administration: This assessment is administered and evaluated by the MSA director and reported each spring. Results are reviewed by the MSA faculty committee.
Findings indicate an improvement over last year.
Results have been very good in the past. No data collected in 2012.
Data indicate a slight decline from prior years. Also, attendance at professional meetings is on a decline.
No action
No action
The MSA committee has revised our goals to exclude continuous learning since this is a measure that we have only been able to assess indirectly in the past. Professional meeting attendance, especially BAP, will be encouraged more
such as BAP, IMA, etc. Hours of attendance are logged and monitored.
strongly in the future by the faculty.
SLO2: Our graduates will demonstrate a global perspective of business and accounting practices.
UNCW Goal 1
Method: An online assessment of multiple choice questions developed by the faculty is used for assessment
Administration: To be administered in the MSA 500 Financial Accounting Research and Theory course each fall semester to all students. For the class of 2012, the assessment was administered as part of each core course.
Data indicate a significant improvement from prior years but is probably due to the timing of the assessment.
No action needed at this time.
SLO3: Our graduates will have leadership and team building skills.
UNCW Goal 1
Method: Rubrics for leadership and teamwork are used.
Administration: Student peer assessment is used by all students for the term project in MSA 516 Systems Assurance course offered each fall.
Data indicates continuous improvement.
No action needed at this time.
SLO4: Our graduates will recognize the importance of social responsibility and making ethical business decisions.
UNCW Goal 3
A: EthicsMethod: Online multiple choice assessments are used.
B: Social ResponsibilityMethod: Method: Assessment is conducted by both indirect and direct measures. Students complete and exit survey when leaving the program. The pass rate for the CPA exam is
Administration: The assessment is conducted in the MSA 500 Financial Accounting Research and Theory course each fall to all students. For the class of 2012, assessment became part of each core course.
Administration: This assessment is administered and evaluated by the MSA director and reported each spring. Results are reviewed by the
Data was not collected for the class of 2012.
Prior year data indicate that less than 40% of our students
No action taken.
This learning goal has been replaced with corporate governanace effective with the class of 2013.
assessed. Additionally all students are required to participate in continuous learning activities such as BAP, IMA, etc. Hours of attendance are logged and monitored.
MSA faculty committee for action participate in community service projects.
SLO5: Our graduates will have effective communication skills and strong interpersonal skills.
UNCW Goal 1
A: Communication—WrittenMethod: The CSB subscribes to ETS’s written communication instrument for assessing writing ability within the CSB.
B: Communication- OralMethod: A rubric is used to assess practicum presentations by all students.
C: Interpersonal SkillsMethod: A rubric is used to assess student interactions.
Administration: ETS is conducted in the MSA 530 Management Decisions and Control course to all students. It is conducted each spring and results are reviewed by the MSA committee for actions.
Administration: The assessment is conducted by faculty teaching the two practicum classes MSA 534 and 535 and is reviewed by the MSA faculty committee for action.
Administration: The assessment is conducted by faculty teaching the MSA 505 class each fall and is reviewed by the MSA faculty committee for action.
Data indicated improvement needed.
Data indicate that this goal is not improving.
Data indicates improvement
Employed an English graduate student to teach writing workshops beginning with the class of 2012. Improvement noted for this class. Continuing with the workshops for MSA 2013.
English graduate student will host additional workshops on oral communications.
No action taken.
Appendix A: MSA Program Goal FindingsProgram Goal 1: Career Placement
Firms visited in Charlotte by MSA Students and Interns (30 students)2012: Deloitte, EY, KPMG, McGladrey, Dixon Hughes Goodman. Added a career fair with 10 firms including the firms visited and PWC, Finnie and Pesta, CPAs, Greer Walker, Elliot Davis, Rives and Associates.2011: Deloitte, PWC, EY, Greer Walker, McGladrey, Dixon Hughes Goodman2010: Deloitte, KPMG, Dixon Hughes, McGladrey. Career Fair with: EY, PWC, Greer Walker, Elliott Davis, The Reznick Group.2009: No such event
Firms Attending Meet the FirmsMSA 2013 MSA 2012 MSA 2011 MSA 2010 MSA 2009BDO BDOBlackman Sloop Blackman SloopCherry Bekaert and Holland
PWC posted jobs to Career Services; resumes sent to PWC Federal
Informal survey of firms attending MTF in August 2011:Deloitte: great format but would like longer sessions with students. May wish to reduce the number of firms attending each night.EY: Great formatDHG: Great formatBlackman Sloop: appreciated the formatLangdon: great format, appreciated the more open room.
MSA 2012 Survey Response to Meet the Firms
Speakers at BAP Meetings2011-2012 2010-2011 2009-2010October: UNCW – Internships TM1 - 9/20 – McGladrey T. M. 1 - McGladrey Sept. 28October: General Electric TM2- 10/7 - Randy Richartz (local CPA) T. M 2 - HPG Oct. 13November: IRS TM3 - 10/18 - Dr. I & MSA Program T. M. 3 - PWC Oct. 28November: HPG TM4 - 11/2 - Joanna Rickard, UNCW T. M. 4 -E&Y Nov. 10December: KPMG TM5 - 11/15 - Dr. Woody Hall, UNCW T. M. 5 - PPC Nov. 16January: Cherry, Bekaert & Holland TM6 - 1/19 - Elliott Davis T. M. 6 - NC State Board of CPA Exam. Jan. 20February: Deloitte TM7 - 1/31 - Greer Walker T. M. 7 - UNC GA Feb. 2February: Greer & Walker TM8 - 2/9 - NC State Board of CPA Examiners T. M. 8 - GE Feb 15February: Ernst & Young TM9 - 2/15 - Reznick Group TM 10 - KPMG March 17March: McGladrey TM10 - 3/7 - E&Y TM 11 - DH March 29April: Dixon Hughes Goodman TM11 - 3/24 – Deloitte TM 12 - Deloitte April 13April: PWC TM12- 4/4 - Dixon Hughes
TM13 - 4/12 – KPMG
2008-2009 2007-2008T. M. 1 - HPG Oct. 1 T. M. 1 - McGladrey Oct. 22T. M 2 - Dr. Hall Oct. 16 T. M 2 - Progess Energy Oct. 30T. M 3 -McGladrey Oct. 29 T. M 3 - Pittard Perry & Crone Nov. 12T. M. 4 - Progress Energy Nov. 13 T. M. 4 - Deloitte Nov. 19T. M. 5 - Deliotte Nov. 24 T. M. 5 - McGladrey Nov. 29T. M. 7 - Greer Walker Jan. 14 T. M. 7 - GlaxoSmithKline Jan. 17T. M. 8 - Pittard Perry & Crone Jan. 29 T. M. 8 - BB&T Jan. 28T.M. 9 - BDO Feb. 11 T.M. 9 - AICPA Feb. 18T.M. 10 - Dixon-Hughes Feb. 26 T.M. 10 - E&Y Feb. 26TM 11 - R.H. Donnelley March 5 TM - PPD March 11
TM - NC St. Auditor March 17TM - GT April 1TM - PWC April 16TM - Promoting Careers in AccountingTM - DH April 23
Accounting Career Day Speakers2012 (changed the panels this year to include a panel on Advisory Services)Industry/Governtment: Josh Torok,PPD; Stephanie Powell, UNCW Internal Auditor; Kimberly Jenkins, Special Agent, IRS; Gonca Kurt, GE
Public Accounting Advisory: Zach Shelton, DHG; Liz Cepull Fisher, EY; Jason Brett, Deloitte; Richard Cook, McGladrey; Ben Andrews, PWC; Adam Bearhalter, DHG
Public Accounting Auditing: Phillip Andrews, McGladrey; Gareth Montague-Smith, KPMG; Josh Haymond, PWC; Julia Stoy, EY; Kristen Harris, Deloitte
Public Accounting Tax: Becca Welker, DHG; David Hoxie, DHG; Charles Roberts, McGladrey; Oliver Earney, Earney and Co.
2009 (changed the format for this year to a shorter day but same coverage)Tax: DH, Deloitte, Lanier WhaleyAudit : McGladrey, KPMG, HPGOther services: EY, DeloitteGSKUniversity Administration-Internal AuditPPDState AuditorIRS
Program Goal 2 Foster Firm RelationshipsDataMSA/ABL Advisory Board
Name FirmJim Bongiorno Ernst & YoungColleen Brophy Deloitte
Kim Bullard Dixon Hughes
Dan Casciano Ernst & YoungMatt Cleaver R.H. Donnelley, CoCharles Craft Lanier, Whaley, Craft
Wallace Edge Dixon Hughes
Rickey Godwin McGladrey & Pullen
David Hamilton Hamilton & Company, CPA's, P.A.
Nancy Lee IBM Corporation
Walter McNairy Dixon Hughes
David Mickey Cree
Garreth Montague-Smith KPMGHenry Paula Reznick Group
Grant Thornton, PWC, McGladrey, Langdon and CompanyDavid Mautz:
North Carolina Association of Certified Public Accountants
Accounting Education Committee (chair 2009 - 2011, board liaison, 2006 - 2009, member 2006 – present)Accounting and Attestation Committee (member 1995 – present, chair 2001 - 2004)Professional Development Task Force (2009 - present)NC CPA Foundation Scholarship Reviewer (2008 – present)
Joanne Rockness: NCACPA Ethics teacher
Program Goal 3 Faculty DevelopmentDataNumber of research databases: Audit analytics, Compustat (Research Insight), RIA, Bloomberg terminals (4)
Number and amounts of summer stipends: Summer 2012: 1 ABL for $6,000Summer 2011: 3 ABL for $6,000 eachSpring 2011: 1 ABL for $6,000 Summer 2010: 2 ABL for $6,000 each
Number of faculty attending conferences: 5Course load of MSA faculty: 3/3Peer Reviews: 4 over last year Availability of campus instructional seminars: Yes
Appendix B: MSA Student Learning Objectives (SLO) Data
1. Critical Thinking Assessment Results , MSA 518
Criterion Score
Spring 2008
(N=20)
Spring 2009
(N=20)
Spring 2011
(N=20)
Spring 2012
(N=20)Understanding the issue 0 0.0% 0.0% 0.0% 0.0%
Researcher(s) identified the critical technical issues presented by the case. 4.00 5.00 5.0
Researcher(s) employed appropriate strategies to identify and access relevant authoritative and professional literature bearing on the technical issues presented by the case. 3.75 4.92 5.0
Researcher(s) correctly interpreted and applied relevant authoritative and professional literature and identified alternatives consistent with generally accepted accounting principles and other governing authorities. 3.25 4.83 4.5
Researcher(s) identified and expressed resolutions to the primary issues raised in the case. 3.50 4.83 5.0
Researcher(s) supported the above resolutions by reference to appropriate authoritative and professional literature and provided appropriate documentation and attribution. 3.25 4.42 4.5
Researcher(s) prepared a professional quality document evidencing both a solid command of the mechanical aspects of technical writing, and the ability to communicate complex constructs in a clear, concise manner. 3.33 5.00 5.0
3. Continuous Learning Assessment Results
Exit Survey Questions
MSA2008Average (N = 48)
MSA 2009Average (N =
35)MSA 2010
N=34MSA 2011
N=39
MSA 2012N=22
1. I was encouraged and taught how to learn new material and find information on my own.
4.15 4.31 4.50 4.36 4.14
2. I was encouraged to participate in professional society activities and events. (Beta Alpha Psi)
4.06 4.37 4.06 4.45 4.09
3. I became aware that to stay current in today’s world, I must continue my education by attending short courses, workshops, seminars, conferences and/or graduate school.
3.98 3.97 4.38 4.36 4.52
4. The curriculum has increased my ability to access information from a variety of sources.
4 4.20 4.0 4.33 4.10
5. The curriculum has increased my ability to read critically and assess the quality of information available
4 4.03 4.09 4.21 4.05
6. The curriculum has increased my ability to analyze new content by breaking it down, asking key questions, comparing and contrasting,
4.08 4.11 4.03 4.18 3.95
7. I plan to write the CPA exam (or have already started).
4.48 4.46 4.59 4.78 4.71
8. I plan to write other professional exams (CMA, CFE, etc)
2.5 3.09 3.0 3.21 3.0
9. I plan to join the AICPA or other professional societies.
Number of MSA students Participating in BAP (percent of class)
12 (21%) 43 (74%) 49 (82%) No data
Number of Meetings Attended by MSA Students
75 117 207 86
Number of MSA students inducted into BAP (per cent of class)
6 6 9 7
Other measures of continuous learning: % of each class that become licensed as a CPA within the first 3 years of graduationContinuous Learning Assessment: Number of students with NC CPA license. Data does not account for students whose last name has changed due to marriage or students who have moved out of state.
*Changed assessment method to use final grade scores for each core class for a random selection of students. Plan to use selected final exam questions in the future.
MSA SLO3 Findings
1. Leadership Assessment Results Spring 2010 (N=14) Spring 2011 (N=19) Spring 2012 (N=14)