Stephen B. Bates


Instructor of Accounting

DBA, Candidate, Wilmington University
MBA, Finance, Drexel University
BS, Accounting, Drexel University
CPA, Commonwealth of Pennsylvania

Courses Taught

Financial Accounting
Managerial Accounting
Intermediate Accounting I
Intermediate Accounting II
Cost Accounting
Financial Statement Analysis
Auditing, Advanced Accounting
Financial Management
Senior Seminar in Accounting
Advanced Taxation
Introduction to Business
Not For Profit and Governmental Accounting
Organizational Statistics I
Organizational Statistics II


Advanced Financial Accounting
Financial Reporting & Analysis
Accounting Information Systems
Small Business Management
Capital Budgeting
Contemporary Accounting Theory
Portfolio Theory
Advanced Management Accounting
International Finance


Teaching Focus or Philosophy

To prepare students to enter the profession of accounting with strong technical, conceptual, and communicative skills. My professional business experience provides a realistic basis for the accounting subject matter that combines theory and practice.


Bates, S. (2014). Committee Decision Making in Higher Education: The strengths and weaknesses of group decision making. Research in Higher Education Journal. Vol. 25 pp.138-146 Sept; 2014.

Awards and Honors

Scholars Forum (2013). Holy Family University. Presentation on Strategic Enrollment Management and Dependency Theory: As it pertains to private, non-profit colleges and universities.

Taylor Research and Grant Award (2014). Holy Family University. Co-recipient with Barry Dickinson: Dean of the School of Business. A Study for Research on Dimensions Determining a High Quality Educational Experience.

Future Business Leaders of America (2014). Panel Judge for the 2014 FBLA Regional Competition at Albright College; for Client Service, Business Ethics and Future Business Leaders.

Additional Info

Professional Memberships
AICPA: American Institute of Certified Public Accountants
PICPA: Pennsylvania Institute of Certified Public Accountants
CGMA: Chartered Global Management Accountants
IMA: Institute of Management Accountants
AAA: American Accounting Association

Research Interests and Projects
• Accounting curriculum development (undergraduate and graduate curriculum).
• Collaborator /advisor in the development of the graduate MS in Accountancy Program at Holy Family University.
• Accounting and Business Intelligence; co-curriculums.
• Cost containment in higher education, current issues, strategies, and recommendations.
• The Pathways Commission Report; methods of implementation into accounting curriculums.
• Strategic Enrollment Management and Dependency Theory; as it relates to sustainability.

I have over thirty-five years of professional business experience originating in public accounting primarily in taxation and audit at KPMG, and a business career including corporate turnarounds, two successful start-ups, general corporate management in manufacturing environments, and complex financing arrangements that include two initial public offerings, one of which was through the London Stock Exchange. Additionally, I have done expert witness work both domestic and international, and founded and expanded a consulting company specializing in business turnarounds, acquisitions, restructuring and valuation.


Stephen B. Bates
Office: BEN 41
Phone: 267-341-3522