ppt presentation (1)
TRANSCRIPT
1
MS Accounting Program Project
BP ConsultingValiant, Karen, Daphne, Jasyca, Lisa
2
Client OverviewMary Guan, CPA, Director of the MS Accounting Program
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
4
Scope - Primary Research• Informational interviews
• Alumni Spotlight: Kevin Rockecharlie• Community Involvement: Wanda Beverly
5
Scope - Primary Research (cont.)
Informational Interview Template
6
Scope - Primary Research (cont.)
• 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, CISADirector of IT Audit Services
7
Scope - Secondary Research
• 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.)
•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 ProgramBuild the Future – One Project at a Time
Lucretia EnsmingerBusiness Relationship Manager
9
Scope - Secondary Research (cont.)
10
Scope - Secondary Research (cont.)
11
Hot NewsHot topics and news on campus and in the professional field
Upcoming EventsAccounting related events both on- and off-campus
Faculty SpotlightArticles and interview videos of MSA professors
Alumni SpotlightArticles and stories of alumni
Employment SpotlightEmployers that are hiring/have hired alumni
Community InvolvementIntroduction and reflection of VITA program and other community involvement activities
12
Results (cont.)
• VITA goals:• Provide information about tax law • Give general tax advice and guidelines• Help to avoid tax penalties
Wanda BeverlyTax Compliance Officer, UTD27 years of tax and payroll experience
13
Takeaways
Jasyca: Communication skills are very important!Lisa: Be persistent: even embarrassing experiences can be learning experiencesDaphne: 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
14
Thank you!