Presentations

Here are a list of personal and professional presentations I've made. Most of the artifacts here are PowerPoint type presentations. No good notes available for a web site in the early 90's when I started doing these.

Professional

Innovative Financial Reporting - Ohio Association of College and University Business Officers (OACUBO), Denison University, Granville, OH
I asked some colleagues to present at the 2008 annual meeting and agreed to assist. What I developed was a long introduction to the presentation based on my MISST work. We were at the beginning of the meeting, so I used this as a sort of call to action to get the participants thinking about acting on the ideas presented and how to continue to allow innovation into their work.

Business Process Improvement - Ohio Bursars Association, Columbus, OH
This was the presentation that wasn't. I was traveling to Columbus to present this along with the Bursar from Miami University of Ohio but an ice storm and a near collision on I-70 turned me around. The presentation borrowed from the material I used in the Accounting 420 class below.

Using Colleague and Excel - Great Lakes Users Group Conference, Toledo, OH
The Muskingum Registrar and I presented a session on how to move data from the Datatel Colleague database (used by Muskingum) to Excel. It was such a popular session, that we were actually asked back the following year.

Purchasing Cards - Great Lakes Users Group Conference, Toledo, OH
This new process accomplished wonders for the operations of the Business Office at Muskingum. But there seemed to be a lot of resistance to this idea among my peers. This was a presentation to a user group on the concept.

Purchasing Cards Training - Muskingum College, New Concord, OH
As part of our implementation of this new process to the campus community, I developed and presented a session on how purchasing cards worked and how we would use the reporting tool to all the department heads at the College. We did this in groups of about 6 people to allow for questions and hands on work with the reporting tool.

EY Trial Balance to Fast-Tax - Ernst & Young, Cleveland, OH
I developed a presentation for a tool Ernst & Young developed to move data from the trial balance tool we used in our audit work to the Fast-Tax system used for tax preparation.

Besides being my first professional presentation, a big challenge was that the audit group used the Mac and tax used PC. So for the training, at the E&Y training center in Cleveland, we set up a room with a Mac and PC side by side.
We then paired up an audit and tax person at each station. If you aren't familiar with a large CPA firm, there aren't many times where audit and tax interact. The goal of this was to allow each to have some understanding of what the other does.

Instructional / Teaching

Accounting 301 - Intermediate Accounting
My first full teaching opportunity presented itself when one of the accounting faculty took a medical leave in the middle of the semester. I was then able to repeat in this role the following year.

Accounting 420 - Accounting Information Systems
This course was exciting for me as I was given the opportunity to essentially design the course. The faculty were looking for a change in the course. I selected a text, designed the projects and selected a hands on practice set in Microsoft's Great Plains Dynamics. I was also able to apply some business process improvement methodology I learned at Muskingum.

Entrepreneurial Technology - A proposal for a new program
Developed for my final MISST project, this is a proposal for a new academic program. The program can be offered as a major in an undergraduate program for either a bachelor's or associate's degree, or the core of it could stand alone as a training program. More information is in this document. I am also working on how the course might look in an online environment.

Personal Finance

This may be one of the areas of my work of which I am most proud. This started at a suggestion (by me) to the head of the First Year program at Muskingum that we observed many students in the Business Office at the College did not have much of a grasp of even basic money concepts like writing a check. The response was an offer to write a chapter of the text used in the First Year Seminar programs.

"Personal Economics for College Students" Articles in Morris, J.A, Naour, P.J., Williamson R.J. ed. "Transitions: Bridging the Centuries, A Guidebook and Reading for First-Year Seminar." Acton, MA: Tapestry Press Ltd. 2000, 2001
"Student Loans" (w/ J. Nesselroad) Articles in Morris, J.A, Naour, P.J., Williamson R.J. ed. "Transitions: Bridging the Centuries, A Guidebook and Reading for First-Year Seminar." Acton, MA: Tapestry Press Ltd. 2000, 2001

This lead to an invitation to talk to the classes. I did my first presentation in 1998. Now our Budget Manager, Tim Cross (also a CPA) assists me as we do as many as 15 presentations a year. The goal of the presentation is to let the students know how checking accounts and credit cards work so that they can make informed decisions about how to use them.

Personal Economics for College Students

After I began the First Year presentations, a group of students in one of the residence halls asked if I could come talk to them about issues to consider after graduation. I went in with some notes, but ended up answering questions for over an hour. I took this and created a presentation to seniors. I've had some big crowds and some small crowds for this presentation. Part of the reason is that I'm asked to present in the Fall and Spring semesters. The Fall session works in the Career Services schedule, but seniors aren't thinking about this part of graduation, then. Still I'm glad to help get started with good information.

Personal Economics for New Graduates

MISST

Presentations for MISST are included in the artifacts on the MISST page. Some highlights:

Should Microsoft buy Yahoo? (Project 1)
Boomerang (Project 2)
Telehealth recommendations (Project 3)
Student Payroll recommendations (Project 5) - These are a link to internal presentations as part of this live and continuing project
Enterprise Architecture recommendations for ODNR (Project 6)
Mash Your Business! - Enterprise Mash-ups for Small Business (Project 7)
Technology in 2019 (Project 8)
Entrepreneurial Technology (Project 9 - Capstone)

Recent Updates

[4/28/12] Article on claiming tax exemptions for students. Also at cheapscholar.org

[3/20/11] Article on the confusing ways to claim a benefit for education expenses. Also at cheapscholar.org

[2/27/11] After traveling and renting a car, I reflected on the 'services' offered by the rental car company and why they are a bad deal. Article

[2/27/11] Article on avoiding a tax bill - next year.

[6/1/10] New article on talking to your kids about money. Also published at cheapscholar.org

[3/10/10] Wrote an article on new credit card rules and whether a parent should help their student get a credit card. Also published at cheapscholar.org

[2/24/10] Published an article on 529 savings plans for college at a website called cheapscholar.org. Link on Presentations page as well.

MISST presentations and writings on the MISST page.

[5/13/08] Gave a presentation on innovation at the OACUBO meeting. It was my first opportunity to put some MISST work into practice. See also my notes on the first learning module from MISST Project 3.

[12/9/2007] Project 2 presentation is done. Lessons learned from this one was the old K.I.S.S. adage. It was a good presentation, if a bit long.

[11/2007] Finished up the last of the First Year Seminar presentations for the year.

[10/2007] Presented another Senior Survival presentation. The presentation was well received and the students asked good questions at the end.

[09/2007] MISST project 1 presentation. There is also a link to a video of this presentation on the MISST page

Philip E Laube CPA