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VITA Patrick R. Wheeler, PhD, CITP, CPA Associate Professor University of South Florida ADDRESS Office Address: School of Accountancy University of South Florida 4202 E. Fowler Ave, BSN 3403 Tampa, FL 33620 Phone: 813-974-2029 E-Mail: [email protected]

EDUCATION and CERTIFICATIONS •

Georgia State University, PhD, Accounting, 1999, 4.0 GPA

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Louisiana State University, Accounting (coursework for CPA), 4.0 GPA, 1995

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University of Florida, BA, Classical Studies, graduated with Honors, 1979

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Designated AICPA Certified Information Technology Professional (CITP), November, 2001

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Designated Certified Public Accountant (CPA #21972), Louisiana, 1993 (inactive)

ACADEMIC EXPERIENCE •

Associate Professor, School of Accountancy, University of South Florida (USF) from 2012 to present

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Appointed to named position of CBIZ MHM Scholar, fall 2009 to summer 2012

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Associate Professor with tenure, School of Accountancy (SOA), University of Missouri (MU) 2008 to 2012

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Assistant Professor, SOA, MU 2002 to 2008

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Assistant Professor, School of Accountancy, University of South Florida (USF) from 1999 to 2002 1

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BUSINESS/PROFESSIONAL EXPERIENCE •

Member of Beta Gamma Sigma, Delta of the Georgia chapter

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Consultant for Westfield Homes, Inc., documenting their accounting information systems, 2001

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Member of American Accounting Association (AAA), American Institute of Certified Public Accountants (AICPA) and Louisiana Society of Certified Public Accountants

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SAP course (BW305), Business Information Warehouse-Reporting and Analysis, Rolla, MO (August 2004)

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SAP course (LO020), Processes in Procurement, Newtown Square, PA (October 2003)

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SAP course (SAP101), SAP Fundamentals, Waltham, MA (August 2002)

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Oracle Financials course, Financial Basics, Oracle University, Orlando, FL (summer 2000)

PUBLICATIONS Peer reviewed journals: Grant Beck, Rina Limor, Vairam Arunachalam & Patrick Wheeler. 2014. The effects of changes in decision aid bias on learning: Evidence of functional fixation. Journal of Information Systems 28(1). Olena Watanabe & Patrick Wheeler. 2013. Thinking Fast and Slow by Daniel Kahneman. Journal of Information Systems 27(2) 177-180. Jenice Prather-Kinsey & Patrick Wheeler. 2012. Out of Africa: Managing risk in global business. Strategic Finance February 47-52. Joshua Gunn & Patrick Wheeler. 2012. Alone Together: Why We Expect More from Technology and Less from Each Other by Sherry Turkle. Journal of Information Systems 26(1) 209-212. Patrick Wheeler & Uday Murthy. 2011. Experimental methods in decision aid research. International Journal of Accounting Information Systems 12 161-167.

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James Hunton, Elaine Mauldin & Patrick Wheeler. 2010. Continuous monitoring and the status quo effect. International Journal of Accounting Information Systems 11 239252. Robert Pinsker & Patrick Wheeler. 2009. Nonprofessional investors’ perceptions of the efficiency and effectiveness of XBRL-enabled financial statement analysis and of firms providing XBRL-formatted information. International Journal of Disclosure & Governance 6(3) 241-261. Robert Pinsker & Patrick Wheeler. 2009. The effects of expanded independent assurance on the use of firm-initiated disclosures by investors with limited business knowledge. Journal of Information Systems 23(1) 25-49.

Stephanie Bryant, Uday Murthy, & Patrick Wheeler. 2009. The effects of cognitive style and feedback type on novice auditors’ use of structured internal control questionnaires to categorize audit evidence. Behavioral Research In Accounting 21(1) 37-58. Patrick Wheeler & Vairam Arunachalam. 2009. The effects of multimedia on cognitive aspects of decision-making. International Journal of Accounting Information Systems 10(2): 97-116. James Hunton, Elaine Mauldin & Patrick Wheeler. 2008. Potential functional and dysfunctional effects of continuous auditing. The Accounting Review 83(6) 15511569. Patrick Wheeler & Donald R. Jones. 2008. The psychology of case-based reasoning: How information produced from case-matching methods facilitates the use of statistically generated information. Journal of Information Systems 22(1): 1-26. Patrick Wheeler & Vairam Arunachalam. 2008. The effects of decision aid design on the information search strategies and confirmation bias of tax professionals. Behavioral Research In Accounting 20(1): 131-145. Donald R. Jones, Patrick Wheeler, Radha Appan, & Naveed Saleem. 2006. Understanding and attenuating decision bias in the use of model advice and other relevant information. Decision Support Systems 42: 1917-1930. Patrick Wheeler & Donald R. Jones. 2006. The effects of attitudinal ambivalence and exploratory switching behavior on the use of multiple decision aids. International Journal of Accounting Information Systems 7: 251-271. Patrick Wheeler, James Hunton, & Stephanie Bryant. 2004. Accounting information systems research opportunities using personality type theory and the MyersBriggs Type Indicator. Journal of Information Systems 18(1): 1-19.

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Patrick Wheeler, James Hunton, & Stephanie Bryant. 2004. Reply to ‘Alternative personality measurement.’ Journal of Information Systems 18(1): 35-38. Patrick Wheeler & Donald R. Jones. 2003. The effects of exclusive user choice of decision aid features on decision making. Journal of Information Systems 17(1): 63-83. Patrick Wheeler, Carol Jessup, & Michele Martinez. 2002. The Keirsey Temperament Sorter: Investigating the impact of personality traits in accounting. Advances in Accounting Behavioral Research 5: 247-277. Donald R. Jones, Darrell Brown, & Patrick Wheeler. 2001. The effect of justification type on agreement with a decision aid and judgment performance. Advances in Accounting Behavioral Research 4: 187-206. Patrick Wheeler. 2001. The Myers-Briggs Type Indicator and applications to accounting education and research. Issues in Accounting Education 16(1): 125-150. Ram Sriram & Patrick Wheeler. 1998. Uncertainty handling in accounting expert systems: A comparison of alternative approaches to knowledge representation. Studies in Managerial and Financial Accounting 7: 163-186. Patrick Wheeler & Ram Sriram. 1997. The information criminologist: Litigation services in the EDP environment. Review of Accounting Information Systems 1(3): 63-72. Books: •

Co-author on Accounting Information Systems (9e), (2011), Ulric Gelinas, Richard Dull, and Patrick Wheeler, Cengage/South-Western Publishing Coauthor

Chapters: •

Extensively revised chapter 5 (“Database Management Systems”) and chapter 6 (“Relational Databases and SQL”) in Accounting Information Systems (8e), (2009), Ulric Gelinas and Richard Dull, South-Western Publishing

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Wrote “Computer Hardware and Software,” an online appendix for Accounting Information Systems (3e), (2001), James Hall, South-Western Publishing

Others: •

Prepared Microsoft PowerPoint lecture slides for Accounting Information Systems (6e), (2008), James Hall, South-Western Publishing

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Prepared Microsoft PowerPoint lecture slides for Accounting Information Systems (5e), (2007), James Hall, South-Western Publishing 4

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Prepared Microsoft PowerPoint lecture slides for Accounting Information Systems (4e), (2004), James Hall, South-Western Publishing

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Wrote three online CPE courses (2000) for SmartPros, Inc: (a) Documenting and Diagramming Techniques in Accounting Information Systems; (b) Data, Databases, and the Relational Model; and (c) Internal Controls in Accounting Information Systems

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Prepared Microsoft PowerPoint lecture slides for Accounting Information Systems (3e), (2001), James Hall, South-Western Publishing

Research in Progress: Vairam Arunachalam, Rina Limor, Jenice Prather-Kinsey, & Patrick Wheeler. A false sense of management control: A cross-cultural study of how the illusion of control affects managers' perceptions of the significance of national culture, organizational culture, and management control systems on firm performance. (Final writing stage, plan to submit summer 2017) Uday Murthy & Patrick Wheeler. The effects of generic cognitive feedback, decision-aid design, and task experience on the collection of initial audit evidence. Revise and Resubmit at Journal of Information Systems. Jenice Prather-Kinsey & Patrick Wheeler. The assessment of financial reporting risk and internal control risk by managers from east and west Africa. (Revising and collecting more data) PRESENTATIONS Peer reviewed paper presentations: Experimental Methods in Decision Aid Research. (Patrick Wheeler & Uday Murthy), presented December 12th, 2010, at the 2010 International Conference on Information Systems, (ICIS), St Louis, MO. Managing Enterprise Risk Across Cultures in Africa. (Jenice Prather-Kinsey and Patrick Wheeler), presented January 29th, 2010, at the 2010 International Accounting Section Midyear Meeting, sponsored by the American Accounting Association (AAA), Palm Springs, CA. The Effects of Decision-Aid Design and Auditor Performance in Internal Control Evaluation Tasks. (Uday Murthy and Patrick Wheeler), presented January 8th, 2010, at the 2010 Information Systems Midyear Meeting, sponsored by the American Accounting Association (AAA), Clearwater, FL. 5

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Nonprofessional Investors’ Perceptions of the Efficiency and Effectiveness of XBRL-enabled Financial Statement Analysis and of Firms Providing XBRL-formatted Information. (co-author Robert Pinsker), presented at the 2009 Information Systems Midyear Meeting, sponsored by the American Accounting Association (AAA), Charleston, SC. Nonprofessional Investors’ Perceptions of the Efficiency and Effectiveness of XBRL-enabled Financial Statement Analysis and of Firms Providing XBRL-formatted Information. (co-author Robert Pinsker), presented March 2009 at San Diego State University.

Intended and Unintended Consequences of Continuous Auditing and Performance-Based Incentives on Managers’ Judgments and Decisions. (co-authors Jim Hunton and Elaine Mauldin), presented at the 2007 Information Systems Midyear Meeting, sponsored by the American Accounting Association (AAA), Savannah, GA (January 4, 2007) [Won research award; see below for details.] The Psychology of Case-Based Reasoning: How Information Produced from CaseMatching Methods Facilitates the Use of Statistically Generated Information. (coauthor Don Jones), presented at the 2007 Information Systems Midyear Meeting, sponsored by the AAA, Savannah, GA (January 5, 2007) [Won research award; see below for details.] Informational Effects of Multimedia on Decision Making. (co-author Vairam Arunachalam), presented at the 7th annual International Research Symposium on Accounting Information Systems, Milwaukee, WI (December 9, 2006) Intended and Unintended Consequences of Continuous Auditing and Performance-Based Incentives on Managers’ Judgments and Decisions. (co-authors Jim Hunton and Elaine Mauldin), presented at the 12th annual World Continuous Auditing Symposium, Rutgers Business School, Newark NJ (November 3-4, 2006) The Effects of Cognitive Style and Feedback Type on Novice Auditors’ Use of Structured Internal Control Questionnaires to Categorize Audit Evidence. (co-authors Stephanie Bryant and Uday Murthy) presented at the AAA national conference, audit concurrent session (August 2006) The Effects of Attitudinal Ambivalence and Exploratory Switching Behavior on the Use of Multiple Decision Aids (co-author Donald R. Jones), presented at the 6th International Research Symposium on Accounting Information Systems, Las Vegas, NV (December 10, 2005) The Effects of Internal Control Questionnaire Design, Cognitive Style, and Feedback on Auditors’ Categorization of Audit Evidence (co-authors Stephanie Bryant and Uday Murthy) presented at a University of South Florida SOA workshop, Tampa, FL (March 4, 2005)

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Encouraging the Normative Use of Computerized Model Advice in Judgment (co-authors Donald R. Jones, Radha Appan, and Naveed Saleem) presented at the AAA national conference, Orlando, FL (August 2004) Improving the Division of Labor between Human and Computer in Judgment (co-authors Donald R. Jones, Radha Appan, and Naveed Saleem) presented at MU SOA workshop (July 2004) Projection, Interactiveness, and Technology: The Effect of Switching Behavior on the Use of Two Decision-Aid Features (co-author Donald R. Jones), presented at the AAA's IS section meeting, Clearwater, FL (January 2004) The Effect of Information Display in the Presence of Model Advice and Other NonModeled Information (coauthors Donald R. Jones and Naveed Saleem) presented at the AAA's IS section meeting, Orlando, FL (January 2002) User-Choice Between Multiple Decision Aid Features in a Decision Support System and Its Effects on Decision Behavior and Judgment Quality (co-author Donald R. Jones) presented at the AAA national conference, Atlanta, GA (August 2001) [Won a research award; see below for details.] The Effect of Redundant Information on Decision-Aid Usage: When and How BestMatched Cases Influence a Regression Aid's Impact on Judgment Quality (coauthor Donald R. Jones) presented at the AAA national conference, Philadelphia, PA (August 2000) Justification of Disagreement with a Decision Aid’s Advice and the Influence of the Aid (coauthors Donald R. Jones and Darrell Brown) presented at the AIS Research Symposium, Scottsdale, AZ (summer 1999) The Effect of Justification in the Presence of a Decision Aid: A Partial Replication and Extension of Ashton (coauthors Donald R. Jones and Darrell Brown) presented at the AAA national conference, San Diego, CA (summer 1999) [Won a research award; see below for details.] PROFESSIONAL MEMBERSHIPS/COMMITTEES/OFFICES •

Member of Beta Gamma Sigma, Delta of the Georgia chapter

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Member of American Accounting Association (AAA), American Institute of Certified Public Accountants (AICPA) and Louisiana Society of Certified Public Accountants

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Member of Auditing, Information Systems, and Behavioral Research sections of AAA

National & Regional: 7

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Incoming (2011-2012) Secretary of the IS section of the AAA

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Primary liaison for planning IS section sessions at 2011 AAA national conference (2010-2011)

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Assistant liaison for planning IS section sessions at 2010 AAA national conference (2009-2010)

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Coordinator for Research Development Workshop of 2009 IS section Midyear Meeting, AAA

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Primary liaison for planning IS section sessions at 2006 AAA national conference (2005-2006)

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Assistant liaison for planning IS section sessions at 2005 AAA national conference (2004-2005)

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Member of discussion panel on “How to Effectively Teach AIS” at the AAA IS section meeting (2004)

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Committee member for selecting the “Best Information Systems Dissertation” for the AAA IS section (2003-2004)

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IS section coordinator for the Midwest region AAA meeting (2002-2003)

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IS section coordinator for the Southeast region AAA meeting (2001-2002)

University Level: University of South Florida: •

PhD Program Coordinator, SOA (2012-present)

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Chair of PhD Committee, SOA (2012-present)

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Member of PhD Program Committee, COB (2012-present)

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Elected member of Faculty Executive Committee, COB (2013-present)

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Member of Globalization Task Force, COB (2012-present)

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Member of Strategic Planning Committee, COB (2012-present)

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Chair of Rina Limor’s PhD Committee, SOA (2012-present) 8

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Member of Maia Farkas’ PhD Committee, SOA (2012-present)

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Member of Neal Snow’s PhD Committee, SOA (2012-present)

University of Missouri: •

Chair of the “Peer Teaching and Overall Performance Evaluation Committee,” SOA (2010-2011)

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Chair of the “Faculty Policy Committee,” COB (2010-2011)

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Member of the “E&Y Teaching Scholar Nomination Committee,” SOA (Winter 2011)

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Member of the “Graduate Faculty Senate,” MU (Winter 2010)

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Member of the “Faculty Policy Committee,” COB (2009-2010

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Chair (IS courses) of “Curriculum Review Committee,” SOA (2008-2009)

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Member of the “150 Hours Accounting Program Committee,” SOA (2008-2009; 2009-2010; 2010-2011)

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Member of the “Peer Teaching and Overall Performance Evaluation Committee,” SOA (2008-2009)

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Member of the “Research & Development Committee,” SOA (2008present/permanent)

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Member of the “Promotion & Tenure Committee,” SOA (2008present/permanent)

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Member of the “Technology Committee,” College of Business (2005-2006; 20062007; 2007-2008; 2008-2009)

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Member of the “Peer Evaluation Committee,” SOA (2006-2007)

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Member of the “150 Hours Accounting Program Committee,” SOA (2005-2006)

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Member of the “Peer Evaluation Committee,” SOA (2004-2005)

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Member of the “Research & Development Committee,” SOA (2004-2005)

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Member of the “150 Hours Accounting Program Committee,” SOA (2003-2004) 9

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Member of the “Recruiting Committee for Adjunct Instructors,” SOA (20032004)

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Member of Ottalee Kraft Schiffel’s PhD committee, SOA (2003)

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Member of Grant Beck’s PhD committee, SOA (2003-2004)

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Member of Alexander Nikitkov’s PhD committee, SOA (2003-2004)

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Member of Mark Landis’ PhD committee, SOA (2004-2006)

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Member of Eric Lee’s PhD committee, SOA (2006-2007)

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Course coordinator for ACCT 3328, Accounting Information Systems, SOA (2003present)

University of South Florida: •

Chairperson of the “Undergraduate Curriculum Committee,” SOA (2000-2002)

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Member of the “Ph.D. Program Committee,” SOA (2000-2002)

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Course coordinator for ACCT 3401, Accounting Information Systems, SOA (20002002)

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Member of Karen Russell’s Masters Honors Thesis committee, SOA (2001)

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Member of David Hayes’ PhD committee, SOA (2000-2002)

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Member of an assistant professor position search committee, SOA (2001-2002)

PROFESSIONAL ACTIVITIES Senior Editor: •

Incoming Sr. Editor of Journal of Information Systems, starting 1/1/2017

Associate Editor: •

Associate Editor of Behavioral Research in Accounting: 2012-2015

Reviewer: •

On Editorial and Review Board of Journal of Information Systems 10

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On Editorial and Review Board of International Journal of Accounting Information Systems

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Review papers for: Journal of Information Systems; Advances in Accounting Behavioral Research; International Journal of Intelligent Systems in Accounting, Finance & Management; International Journal of Accounting Information Systems; Issues in Accounting Education; Critical Perspectives in Accounting; and Journal of Accounting Education

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Reviewed encyclopedia article on enterprise resource planning systems for John Wiley & Sons, Inc., 2008, The Handbook of Technology Management (3 vol.)

Prof. Development/Training: •

SAP course (BW305), Business Information Warehouse-Reporting and Analysis, Rolla, MO (August 2004)

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SAP course (LO020), Processes in Procurement, Newtown Square, PA (October 2003)

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SAP course (SAP101), SAP Fundamentals, Waltham, MA (August 2002)

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Oracle Financials course, Financial Basics, Oracle University, Orlando, FL (summer 2000)

GRANTS •

Awarded UM Research Board grant ($10,000) (2004)

TEACHING Undergraduate •

Taught at MU: (a) ACCT 3328, Accounting Information Systems (2002-present)

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Taught at USF: (a) ACCT 3401, Accounting Information Systems (1999-2002)

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Taught at GSU: (a) ACCT 201, Financial Accounting; and (b) ACCT 202, Managerial Accounting (1995-1999)

Graduate: •

Taught at MU: (a) ACCT 8448, Issues in Accounting Systems Development; (b) ACCT 8358, Accounting Information Systems Analysis and Design (2003-present)

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Taught at USF: (a) ACCT 6405, Accounting Systems Theory (1999-2002) 11

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Taught MBA course, Financial Accounting for Business Decisions, the Caucasus School of Business, Tbilsi, Republic of Georgia (summer 1999)

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Taught at GSU: (a) MBA 8121, Financial Accounting (1995-1999)

Other: •

Becker-Conviser CPA Review instructor for MU students, covering “Business Environment and Concepts (IS/IT)” (2003-present)

UNIVERSITY ACTIVITIES •

Eucharistic Minister, Campus Newman Center, St. Thomas More Catholic Church

AWARDS AND RECOGNITIONS •

Received appointment to the named position of CBIZ MHM Scholar in the School of Accountancy at the Trulaske College of Business, MU, effective Fall 2009.

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Received “2007 Outstanding Research Paper Award” from the Information Systems section of the AAA, IS midyear meeting (January 5th, 2007).

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Received “2007 Finalist Research Paper Award” from the Information Systems section of the AAA, IS midyear meeting (January 5th, 2007).

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Honored by Beta Theta Pi (MU’s Zeta Phi chapter) with a Teacher Appreciation Dinner (fall 2006)

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Received “2006 Outstanding Service Award in the Information Systems Section” at the AAA national conference (2006)

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Nominated for O’Brien Excellence in Teaching Award, MU, February 2005

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Received award for the “Outstanding Reviewer in Information Systems” at the AAA national conference (2003)

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Received award for the “Outstanding Dissertation in Information Systems” at the AAA national conference (2001)

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Inducted into Beta Gamma Sigma, Delta of the Georgia Chapter (2000)

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Selected to as the first American professor to teach at the Caucasus School of Business Administration, Tbilsi, Republic of Georgia (summer 1999)

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Selected to represent GSU at the AAA's Doctoral Consortium at Lake Tahoe, CA (1997)

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Recipient of the George M. Sparks Academic Excellence Scholarship, GSU (1996)

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Awarded the Navy Achievement Medal (1988) and the Navy Commendation Medal (1991) for outstanding personal performance in the line of duty

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Received Lockheed East Coast Combat Aircrew of the Quarter award for superior flight performance under operational conditions (1987)

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Graduated with Honors, classical studies, University of Florida (1979)

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Recipient of the Dupont Scholarship for Superior Academic Performance, University of Florida (1976)

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