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HomeMy WebLinkAboutAppointment to the Audit committee Commission Memorandum REPORT TO: Honorable Mayor and City Commission FROM: Aimee Brunckhorst, Deputy City Clerk/ Board Coordinator Stacy Ulmen CMC, City Clerk SUBJECT: Appointment to the Audit Committee MEETING DATE: October 15, 2012 MEETING TYPE: Action RECOMMENDATION: Appoint one new member to the Audit Committee. RECOMMENDED MOTION: I move to appoint Perry Solheim to the Audit Committee. BACKGROUND: This Committee currently has two vacancies for at-large representatives and one new applicant. The role of the Audit Committee is to advise the City Commission regarding selection of an auditor, monitor the audit while in process and review the comprehensive annual financial report in detail and forward a recommendation to the Commission. The City Commission created the Audit Committee in the late 1970’s with the document, “Structure, Role and Scope of the Audit Committee”. This Committee only meets as needed to perform these duties. The Audit Committee is made up of two voting Commissioner representatives (Mayor Becker and Commissioner Krauss), two citizens and two non-voting city staff members, Finance Director Anna Rosenberry and Finance Controller Brian LaMeres. New Applicant seeking Appointment: Perry Solheim Attachment: Board Application 302 Date: 9/28/12 Which Board or Commission are you applying for?: City Audit Committee Are you a new applicant or are you applying for another term.: new Enter your first name: Perry Enter your last name: Solheim Email Address: Physical Address: Phone Numbers: Length of time in the Bozeman area: 5 yrs Do you live in the city limits? (Depending on the board this may or may not be required.): yes Occupation: Accounting Professor Employer: MSU Have you ever served on a City or County Board or Commission?: No Please explain your relevant qualifications, interests and experiences: I have a PhD in Acccounting. I teach governmental accounting at the college level. See attached CV Please list a reference and a contact phone or email: Tom Siegal List a 2nd reference with contact phone or email: Marc Giullian What representative position are you applying for?: City Audit Committee The Bozeman City Charter voted in by the citizens of Bozeman in 2008 requires yearly ethics training. If appointed, do you understand you will be expected to take online and in person ethics trainings?: yes Is there any other information you feel may be relevant to your application?: See attached CV How did you hear about this board or vacancy?: Newspaper Form inserted: 9/28/2012 10:37:40 AM 303 Perry W. Solheim, PhD _____________________________________________________________________________ Email: Cell Phone: Current Position Assistant Professor of Accounting at MSU College of Business Research and Teaching Interests Research: Financial statement timing, environmental and sustainability performance disclosure. Teaching: Financial accounting, applied professional research in accounting, governmental/not-for-profit accounting. Education University of Utah, PhD Business (Accounting focus, Finance allied field), December, 2010 Dissertation Title: “Hetereogeneity of Fiscal Year-end Choice: Exploring Influences and Effects by Examining Fiscal Year-end Changes” Committee: Marlene Plumlee (chair), Christine Botosan, Rachael Hayes, Mike Lemmon, David Kiefer. Fort Lewis College, Durango, CO, B.A. in Accounting December, 1994 Claremont McKenna College, Claremont, CA, B.A. in Economics and Philosophy May, 1990 Teaching Experience Research in Accounting, Fall 2007-11 Accounting Fundamentals, Fall 2005 Principles of Accounting, Spring 2008-12 International Accounting, Summer 2010-12 Governmental and Not-for-Profit Accounting 2012 Refereed Publication ““Further Examination of the Market Valuation of Environmental Capital Expenditures by Pulp and Paper Companies,” International Journal of Accounting and Financial Reporting (IJAFR), Volume 2, No. 1, 2012. Provisionally Accepted Publication “Feeding Godzilla: Evidence on the Performance Implications of Having Wal-Mart as a Major Customer” with Taylor Randall and Mike Lemmon. Revise and resubmit status at Manaufacturing and Services Operations Management (MSOM). Presentations/Proceedings “Feeding Godzilla: Evidence on the Performance Implications of Having Wal-Mart as a Major Customer” Presented at 2007 POMS Conference in Dallas, TX “Feeding Godzilla: Evidence on the Performance Implications of Having Wal-Mart as a Major Customer” Presented at 2007 AAA Annual Conference in Chicago, IL 304 Working Papers “Feeding Godzilla: Evidence on the Performance Implications of Having Wal-Mart as a Major Customer” with Taylor Randall and Mike Lemmon (Revise and Resubmit at MSOM) “Hetereogeneity of Fiscal Year-end Choice: Exploring Influences and Effects by Examining Fiscal Year-end Changes” “Smarter E-Government: The Economics of Online Services in Utah” with Sarah Wilhelm and the Utah Center on Public Policy Early Stage Research “Refining the Link: Accounting-Based Measures of Expected Returns” with Marlene Plumlee “Wal-Mart as an Environmental Prince” with Frank Kerins and Gary Caton “Opportunistic Valuation: A Query Examining Valuation Models for PP&E and Investment Properties by IFRS Companies” with Marlene Plumlee “The state fiscal impact of the University of Utah” with Sarah Wilhelm Research and Community Activities Recipient 2005 School of Accounting PHD Student Teaching Award Discussant 2012 AAA Western Regional Conference, FARS Section Reviewer 2004 AAA Western Regional Conference, Education Section 2006 AAA Western Regional Conference, FARS Section 2006 AAA Annual Meeting, FARS Section 2011 AAA Western Regional Conference, FARS Section Attendee 2004 to 2012 University of Utah Winter Accounting Conference 2004 to 2011 American Accounting Association National Conference 2005 to 2006 AAA Financial Accounting Section Doctoral Consortium 2006 PAC-10 Plus Accounting Doctoral Consortium 2007 Portland State University Business Sustainability Conference 2010 to 2012 AAA Western Regional Conference Representative 2004/05 Business Doctoral Student Organization Moderator 2010 AAA Western Regional Conference 2011 AAA Western Regional Conference AFMSU Rep 2011 MEA-MFT Committee Weekend Faculty Rep 2011 MSU College of Business Architecture Selection Committee Faculty Rep 2011-present University Parking Committee Member 2009-2011 Faculty Search Committees resulting in 2 hires Professional Experience Controller, Southern Ute Indian Tribe Growth Fund, Durango, CO, February, 2001 to June, 2003 Finance Director, Sunshine Gardens West, Durango, CO, October, 1999 to February, 2001 Sole Proprietor, Perry W. Solheim, CPA, Durango, CO, May, 1999 to February, 2001 305 Professional Experience-cont. Controller, WW Lumber, Durango, CO, August, 1998 to July, 1999 Staff Auditor, Hutchison, Hugins, & Fredrick CPA’s, Durango, CO, November, 1996 to August, 1998 Professional Certifications Colorado Certified Public Accountant (inactive, 1997) Utah Real Estate Sales Agent (inactive, 2006) Organizations AICPA Member since 1997 Colorado Society of CPA’s Member since 1997 American Accounting Association Member since 2003 Montana Society of CPA’s Member since 2007 AFMSU Active Member since 2011 306