2022 SOA Scholarships & Awards

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SCHOOL School OFofACCOUNTANCY Accountancy

AWARDS & SCHOLARSHIPS April 18, 2022



WELCOME Garland Welsh BAP President Madeleine Yates BAP Vice President of Service Colby Lakas BAP Faculty Advisor

OPENING REMARKS Dr. Duane Brandon Taylor Professor and Director

AWARDS & RECOGNITIONS BETA ALPHA PSI AWARDS FACULTY AWARDS NATIONAL ASSOCIATION OF BLACK ACCOUNTANTS AWARDS FRESHMAN SCHOLARSHIP ENDOWMENTS MARTIN GRADUATE FELLOWSHIP NAMED GRADUATE ASSISTANTSHIPS SCHOOL OF ACCOUNTANCY SCHOLARSHIPS

RECOGNITION OF 2022 OUTSTANDING ALUMNUS


BETA ALPHA PSI AWARDS 2021 OUTSTANDING OFFICER AWARD Katharine Mandy 2021-2022 AMY B. MURPHY SERVICE AWARDS Mason Stivers Caleb Jensen Davis Chapman Catherine Derryberry 2021-2022 AU INVOLVEMENT AWARDS Dr. Fred & Charlene Kam “Human Touch” Service Award Nominee Excellence in Marketing and Design Award Nominee

FACULTY AWARDS BAP OUTSTANDING TEACHING AWARD Dr. Jeff Jones SOA OUTSTANDING TEACHING AWARD Dr. Xu “Joyce” Cheng SOA OUTSTANDING RESEARCH AWARD Dr. Mollie Mathis

NATIONAL ASSOCIATION OF BLACK ACCOUNTANTS AWARDS 2021 OUTSTANDING OFFICER AWARD Cherish Cameron Lauren White 2021-2022 AU INVOLVEMENT AWARDS Outstanding New Organization Nominee Outstanding Incorporation of Diversity & Inclusion Nominee The Corey Edwards Organization Advisor of the Year Nominee

FRESHMAN SCHOLARSHIP ENDOWMENTS Earnings from the endowments established during the Auburn Scholarship Campaign enhance our ability to attract and retain highly qualified students. Student recipients are celebrated at the Harbert College of Business Awards Ceremony in the fall, but we would like to specifically recognize those individuals who have contributed to these endowments for the benefit of the School of Accountancy. STEVEN & LYNNE BOUCHER FAMILY SCHOLARSHIP ROBERTA K. AND DAVID BYRUM ENDOWED SCHOLARSHIP LEE AND DEBBIE CAMERON FAMILY ENDOWED SCHOLARSHIP THE HENLEY FAMILY ENDOWED SCHOLARSHIP HENLEY FAMILY HONORS ENDOWED SCHOLARSHIP E. WILLIAM KOONS III AND FAMILY SCHOLARSHIP FRED & BECKY PEPPER ENDOWED SCHOLARSHIP LARRY & MARGARET QUIMBY ENDOWED SCHOLARSHIP


MARTIN GRADUATE FELLOWSHIP

NAMED GRADUATE ASSISTANTSHIPS

The Martin Annual Fellowship began in 2010 through the generosity of Mr. Gary Martin, and is awarded to a top student pursuing a Master of Accountancy (MAcc) degree at Auburn University.

Each year, the firms listed below make graduate school possible for outstanding students. These assistantships provide a 12-month stipend and a waiver of tuition at a total value of up to $50,000. These firms have provided graduate assistantships for Auburn University Master of Accountancy students for over a decade. We sincerely appreciate the generosity of these firms for helping the School of Accountancy assist great students with funding their Master of Accountancy degrees.

Mr. Martin serves as Executive Vice Chairman of Martin Sprocket & Gear, Inc. and is a 1957 graduate of Auburn University with an industrial management degree. He is deeply committed to Auburn University and his numerous gifts have touched the Harbert College of Business, the Ginn College of Engineering, the Auburn Equestrian team, University Libraries, and more. The purpose of this fellowship is to provide a deserving graduate student the opportunity to work in a meaningful fellowship role and prepare the graduate fellow to understand the importance of philanthropy and of remaining engaged as an alumnus volunteer leader. The Martin Fellow serves as the official host for the School of Accountancy and as the lead MAcc Ambassador. The Martin Fellowship provides a 12-month stipend and a waiver of tuition and fees providing a total value of up to $59,000.

MARTIN GRADUATE FELLOWSHIP Mitchell McFeely Hampton Cove, AL

ERNST & YOUNG, LLP GRADUATE ASSISTANTSHIP Maggie Mince Birmingham, AL

PRICEWATERHOUSECOOPERS, LLP GRADUATE ASSISTANTSHIP Phillip Bethea Birmingham, AL


SCHOOL OF ACCOUNTANCY

SCHOLARSHIPS


AFLAC, INC. ACCOUNTING SCHOLARSHIP

KEN AND MISSY BAGGETT ENDOWED ACCOUNTING SCHOLARSHIP

Caroline Browne Atlanta, GA Hayes Jones Tifton, GA

Virginia Dukes Mobile, AL

ALABAMA SOCIETY OF CPAS ACCOUNTING ACHIEVEMENT AWARD

BENNETT THRASHER, LLP ACCOUNTING SCHOLARSHIP Meredith Bianco Amityville, NY

Maggie Mince Birmingham, AL ASCPA EAST ALABAMA CHAPTER SCHOLARSHIP

R. BERNARD BLANKENSHIP SCHOLARSHIP IN ACCOUNTANCY Thompson Vise Tuscaloosa, AL

Ben Rice Hoover, AL ASCPA EDUCATIONAL FOUNDATION SCHOLARSHIP Carley Hood Trussville, AL ASCPA/KASSOUF & COMPANY ENDOWED SCHOLARSHIP Catherine Grace Couch Mountain Brook, AL ALDRIDGE, BORDEN & COMPANY, PC ACCOUNTING SCHOLARSHIP Isaac Hayes Auburn, AL APRIO ACCOUNTING SCHOLARSHIP Katie Johnson New Market, MD

BMSS LLC ACCOUNTING SCHOLARSHIP Victoria Miller Deatsville, AL BORLAND BENEFIELD, PC ACCOUNTING SCHOLARSHIP Julia Hardy Hoover, AL GREG BURGESS MEMORIAL SCHOLARSHIP IN ACCOUNTANCY Roshan Patel Leeds, AL CERTIFIED MANAGEMENT ACCOUNTANT (CMA) EXAM SCHOLARSHIP Richard Aoun Vienna, VA Christopher Stefanec Ruskin, FL


COHNREZNICK, LLP ACCOUNTING SCHOLARSHIP

FEDERATION OF SCHOOLS OF ACCOUNTANCY STUDENT ACHIEVEMENT AWARD

Ashlynn Bara Vestavia Hills, AL

Alex Wang Auburn, AL

DELOITTE, LLP ENDOWED ACCOUNTING SCHOLARSHIP

LAVERNE TAYLOR FLANAGAN ACCOUNTING SCHOLARSHIP

Macey Holliman Birmingham, AL Grayton Hudson Atlanta, GA Maggie Wessels Wildwood, MO

Lindsey McCreight Kingsport, TN

HEATHER AND TAYLOR DOOLEY ACCOUNTING SCHOLARSHIP Hannah Lee Montgomery, AL

AMANDA AND JEFF FOSTER ENDOWED FELLOWSHIP Benjamin Stocks Hoover, AL Jack Wyatt Springville, AL

ERNST & YOUNG, LLP ACCOUNTING FELLOWSHIP

FRAZIER & DEETER, LLC ACCOUNTING SCHOLARSHIP

Grant Fielding Chelsea, AL Walter Morris Mountain Brook, AL Myra Reiss Brewton, AL

Kayla Collins Harvest, AL

ERNST & YOUNG, LLP ACCOUNTING SCHOLARSHIP Davis Chapman Atlanta, GA Mack Cheatham Decatur, AL Harper Fuller Cleveland, TN Virginia Grammas Mountain Brook, AL Mason Stivers Knoxville, TN Jacqueline Venable Vestavia Hills, AL

GRACE FAMILY ANNUAL SCHOLARSHIP Robert Dickinson Memphis, TN GRANT HOBDY HAYGOOD MEMORIAL SCHOLARSHIP Mackenzie Gorman Virginia Beach, VA Lauren O’Connor Finksburg, MD


DICK AND TERRY INGWERSEN ACCOUNTING SCHOLARSHIP

MAULDIN & JENKINS, LLC ACCOUNTING SCHOLARSHIP

Mason Alford Richardson, TX Catherine Grace Couch Mountain Brook, AL

Hannah Lee Montgomery, AL

JACKSON THORNTON ACCOUNTING SCHOLARSHIP

PHILIP MARSHALL MCELROY MEMORIAL SCHOLARSHIP Jacob Flaskamp The Woodlands, TX

Caroline Lambert Trussville, AL JOHN P. JONES ENDOWED SCHOLARSHIP IN ACCOUNTANCY Morgan Harris Hoover, AL Thompson Vise Tuscaloosa, AL L. PAUL KASSOUF & COMPANY, PC ENDOWED SCHOLARSHIP Anne Marie Hodges Tanner, AL KPMG, LLP ACCOUNTING SCHOLARSHIP Lana Harwick Montgomery, AL Seth Maschmeier Suwanee, GA MACHEN MCCHESNEY, LLP ACCOUNTING SCHOLARSHIP Matthew Carroll Opelika, AL

METCALF DAVIS ENDOWED ACCOUNTING SCHOLARSHIP Sarah Boykin Huntsville, AL C.G. MILLS ENDOWMENT FOR INSTRUCTIONAL EXCELLENCE IN ACCOUNTANCY Annabel Antoniak Ozark, AL Jack Bailey Simpsonville, SC Ashlynn Bara Vestavia Hills, AL Sarah Boykin Huntsville, AL Alex Forrest Madison, AL Carley Hood Trussville, AL Caleb Jensen Huntsville, AL Jake Levant Birmingham, AL Emma Moran Norcross, GA Elizabeth Perrone Nashville, TN Michael Quackenbush Tampa, FL Savannah Street Fairhope, AL Sharon Tanner Tuscumbia, AL


WILLIAM J. NETTLES ENDOWED MEMORIAL SCHOLARSHIP

PRICEWATERHOUSECOOPERS, LLP ACCOUNTING SCHOLARSHIP

Cole Dewberry Eufaula, AL

Jonathan Hand Birmingham, AL Lee Sahlie Montgomery, AL Garland Welsh Opelika, AL Madeleine Yates Vestavia Hills, AL

PEARCE, BEVILL, LEESBURG, MOORE, PC ACCOUNTING SCHOLARSHIP Ben Saway Vestavia Hills, AL

LARRY AND MARGARET QUIMBY ENDOWED FELLOWSHIP

JACK H. PEARSON ENDOWED SCHOLARSHIP

Phillip Bethea Birmingham, AL Maggie Mince Birmingham, AL

Kayla Collins Harvest, AL Tyler Der Somerville, AL Melina Dichiara Sterrett, AL Matt Hunter Deatsvile, AL Ann Marie Hodges Tanner, AL Kelsey Jaye Dadeville, AL MELBA C. PEEBLES ACCOUNTING SCHOLARSHIP Morgan Harris Hoover, AL Callie Smith Marietta, GA PRICEWATERHOUSECOOPERS, LLP ACCOUNTING FELLOWSHIP Katie Atchison Alabaster, AL Taylor Hall Owens Crossroads, AL Katharine Mandy Alabaster, AL

ALBERT AND MARILYN REBACK SCHOLARSHIP Meredith Bianco Amityville, NY RICK AND KIM READ ENDOWED SCHOLARSHIP Melina Dichiara Sterrett, AL RSM US, LLP ENDOWED ACCOUNTING SCHOLARSHIP J. Wilson Benton Dothan, AL Morgan Sims Oneonta, AL JERRY LEWIS SAVAGE MEMORIAL ACCOUNTING SCHOLARSHIP Lindsay Dean Acworth, GA


JERRY LEWIS SAVAGE MEMORIAL ENDOWED ACCOUNTING SCHOLARSHIP

JONATHAN AND LINDSAY TODD ENDOWED INTERNSHIP SCHOLARSHIP

Matthew Carroll Opelika, AL

Jacob Flaskamp The Woodlands, TX

SCHOOL OF ACCOUNTANCY ADVISORY COUNCIL SCHOLARSHIP Daniel Bradford Collinsville, AL SCHOOL OF ACCOUNTANCY FACULTY AND STAFF SCHOLARSHIP Lindsay McCreight Kingsport, TN Lauren O’Connor Finksburg, MD Ben Rice Hoover, AL SOA FRIENDS AND FAMILY SCHOLARSHIP Mason Alford Richardson, TX Alex Black Birmingham, AL Maddie Cimino Huntsville, AL Peyton Dowdle Auburn, AL Mackenzie Gorman Virginia Beach, VA Julia Hardy Hoover, AL Isaac Hayes Auburn, AL Andrew Jones Leeds, AL Andrew Messier Sterrett, AL Audrey Osborne Mountain Brook, AL Roshan Patel Leeds, AL

THOMAS W. AND PATRICIA M. TRIPP ENDOWED ACCOUNTING SCHOLARSHIP Lindsay Dean Acworth, GA Callie Smith Marietta, GA

WARREN AVERETT, LLC ACCOUNTING SCHOLARSHIP Erin Casolaro Fairhope, AL Virginia Dukes Mobile, AL Clay Pritchett Fort Sill, OK Savannah Street Fairhope, AL ELTON & JANET WOLF ENDOWED SCHOLARSHIP IN ACCOUNTING Cole Dewberry Eufaula, AL


SCHOOL OF ACCOUNTANCY

OUTSTANDING ALUMNUS


TERRY SPARKS graduated cum laude from Auburn University where he earned a BSBA in Accountancy in 1996 and subsequently, a Master of Accountancy in 1997 after which he sat for and passed the CPA Exam in Alabama. After graduation, Terry began his career with Coopers & Lybrand, just prior to its merger with PriceWaterhouse to form what is now PricewaterhouseCoopers LLP, or PwC. Terry’s entire career has been spent with PwC’s Birmingham office, with the exception of a seven-month transition to a financial services company in Washington, DC when Terry thought that his professional career might be a better fit outside of public accounting. Over the past 24 years, Terry has served PwC in a variety of roles – serving clients in multiple industries and capacities and leading PwC’s efforts to build its practice with public and private clients throughout Alabama and the Southeast. Terry has been a partner with PwC since 2011 and has served as the Managing Partner for PwC’s Birmingham and Alabama practice since 2015. He has focused his efforts on growing PwC’s impact with clients across many industries and service lines. One of Terry’s key goals and points of recognition has been through his service as PwC’s Relationship Partner with Auburn where he has helped provide opportunities and connections with more than 300 students. Terry’s passion is to help students understand their opportunities, which allows them to drive their own careers and initiatives. Everyone’s path is different, but Auburn provides the gateway for all of us to stay grounded and realize our unique goals. Terry has also retained a passion for active engagement in community and civic affairs by serving on the Board of Directors and Finance Committee for Junior Achievement of Alabama, the Campaign Cabinet for the United Way of Central Alabama, and the School of Accountancy Advisory Council. He has also served as the Board Governance Chair for IGNITE Alabama, as the Treasurer for the Vestavia Hills School Board Foundation, and worked with various recreational and church-based groups. Terry met his wife, Anne, at Auburn and they have been happily married since 2000 with four children (Auburn freshman, Palmer; 11th grader, Ethan; and 9th grade twins Campbell and Tate) and is joined this evening by his parents, Terry Sparks, Sr. (a proud Auburn graduate of 1962) and Jane Sparks. The School of Accountancy is especially grateful for Terry’s past and continued support. He is a true Auburn man and we are very proud to name him our 2022 Outstanding Alumnus.


SPECIAL THANKS TO THE 2021-2022 BETA ALPHA PSI SPONSORS Abbott, Livings, Smith & Higgins, PC Add Source Group LLC Aflac, Inc. Alabama Society of CPAs Aldridge, Borden & Company, PC Anglin Reichmann Armstrong, PC Aprio, LLP Arc Technologies Group BDO USA, LLP Becker CPA Review Bennett Thrasher, LLP BMSS LLC Borland Benefield, PC Carr, Riggs & Ingram, LLC Chick-fil-A, Inc. CliftonLarsonAllen LLP CohnReznick, LLP Deloitte LLP Dent Moses, LLP Dixon Hughes Goodman LLP Encompass Health Ernst & Young, LLP Frazier & Deeter, LLC Hancock Askew & Co LLP Himmelwright, Huguley & Boles, LLC HLB Gross Collins, PC Jackson Thornton JamisonMoneyFarmer PC Johnson Lambert LLP Kassouf & Co., PC Koch Industries, Inc. KPMG LLP

Large & Gilbert, Inc. LBMC Machen McChesney, LLP Mauldin & Jenkins, LLC Medical Properties Trust MST (MStiller LLC) Myers and Stauffer LC PangeaTwo Pathstone Pearce, Bevill, Leesburg, Moore, PC Pivotal Finance PricewaterhouseCoopers LLP Protective Life Corporation Regions Bank Robinson, Grimes & Company, PC Rödl & Partner RSM US, LLP Saltmarsh, Cleaveland & Gund Smith, Dukes & Buckalew LLP Surgent CPA Review Talent Recruiting Partners Taylor CPA & Associates PC Taylor Chandler LLC Textron Specialized Vehicles Thomas Howell Ferguson P. A. Tidwell Group Turner Broadcasting System, Inc. UWorld Roger CPA Review Warren Averett, LLC Wiley Efficient Learning Wilkins Miller LLC


SPECIAL THANKS TO THE 2021-2022 NATIONAL ASSOCIATION OF BLACK ACCOUNTANTS SPONSORS Aflac, Inc. Anthony Banks BDO USA, LLP Bennett Thrasher, LLP BMSS LLC Carr, Riggs & Ingram, LLC CohnReznick, LLP Deloitte LLP Ernst & Young, LLP HLB Gross Collins, PC Koch Industries, Inc.

KPMG LLP Mauldin & Jenkins, LLC Myers and Stauffer LC Jay Robbins RSM US, LLP Taylor CPA & Associates PC Tidwell Group Wiley Efficient Learning UWorld Brooke Walker

2022 BETA ALPHA PSI EXECUTIVE TEAM President - Garland Welsh Vice President of Social Events - Madeleine Yates Vice President of Candidates - Tyler Der Treasurer - Kayla Collins

Vice President of Service - Erin Casolaro Recording Secretary - Virginia Dukes Reporting Secretary - Macy Holliman Faculty Advisor - Mrs. Colby Lakas

2022 NATIONAL ASSOCIATION OF BLACK ACCOUNTANTS OFFICERS President - Cherish Cameron Vice President - Lauren White Treasurer - Caroline Russell

Secretary - Daniel Bradford SCREP - Jaylan Rouse Faculty Advisor -Dr. Mollie Mathis



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