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Past Scholarship &
LEI Award Winners

2018 Lean Accounting &
Management Summit

Scholarship Winners

  • Francis Melaragni – Professor Winner MCPHS University
  • Phuong Duong – Student Winner MCPHS University
  • Amal Said – Professor Winner University of Toledo

LEI Award Winners

  • Laurie Burney – Professor Winner Baylor University
  • Katie Kennedy – Studen Winner Baylor University

2017 Lean Accounting &
Management Summit

Scholarship Winners

  • Paula Weller – Professor Winner Elon University
  • Pieter Swanepoel – Professor Winner Elon University
  • Michael Coyne – Professor Winner Fairfield University
  • Nicholas Greco – Student Winner Fairfield University

LEI Award Winners

  • Joanne Pencak – Professor Winner University of Vermont
  • Henrik Nielsen – Student Winner Aalborg University

2016 Lean Accounting &
Management Summit

Scholarship Winners

  • Ben Lakes – Student Winner
    Industrial Technology- Cal Poly
  • Eric Olsen – Professor Winner
    Industrial Technology- Cal Poly
  • Kathlyn Kennedy – Student Winner
    Baylor University
  • Laurie Burney – Professor Winner
    Baylor University
  • Jamen Brewster – Student Winner
    Marmaxx
  • Thomas Stone – Professor Winner
    Penn State University

LEI Award Winners

  • Ye Shi
    Maharishi University of Management
  • Andrew Bargerstock
    Maharishi University of Management

2015 Lean Accounting &
Management Summit

Scholarship Winners

  • Jeffrey Hines
    Michigan Technological University
  • Joel Tuoriniemi
    Michigan Technological University
  • John Mangione
    University of Vermont
  • Joanne Pencak
    University of Vermont
  • Amal Said
    Professor, University of Toledo
  • Jessica Jakubowski
    Student, University of Toledo

LEI Award Winners

  • Patti Timm
    Walden University
  • Amy Shaw
    Western Washington University

2014 Lean Accounting &
Management Summit

Scholarship Winners

  • Richard Veitenheimer
    Baylor University
  • Laurie Burney
    Baylor University
  • William Hennessey
    University of Vermont
  • Joanne Pencak
    University of Vermont

LEI Award Winners

  • Amal Said
    Professor, University of Toledo
  • Huilan Zhang
    Student, University of Toledo

2013 Lean Accounting &
Management Summit

Scholarship Winners

  • Huilan Zhang
    University of Toledo
  • Amal Said
    University of Toledo
  • Jarvas Polk
    Winona State University
  • Gloria McVay
    Winona State University
  • Amy Pucket
    Western Washington University
  • Audrey Taylor
    Western Washington University

LEI Award Winners

  • Audrey Taylor
    Professor, Western Washington University
  • Lin Lin Shi
    Student, Maharishi University

LEAF Leadership Team

  • Laurie Burney Board of Advisors
  • Jean Cunningham Board of Advisors
  • Orest J. Fiume Board of Advisors
  • Larry Grasso Board of Advisors
  • Jim Huntzinger Board of Advisors
  • Peter Ward Board of Advisors

The LEAF Mission

  • To provide scholarships for undergraduate, graduate and doctoral students and faculty to attend Lean Conferences in order to learn the concepts, principles, practices and tools of Lean Strategy. This will include, but not be limited to, Lean Accounting, Lean Human Resources, Lean IT, Lean Production and Lean Logistics.
  • To provide funding for faculty and practitioner research opportunities that advance Lean Knowledge.

2018 Faculty-Student Scholarship Program

The Lean Education Advancement Foundation (LEAF) is offering a unique opportunity for accounting faculty who want to learn more about lean accounting concepts for curriculum development and/or research purposes.  The program is designed to provide funding for a faculty/student pair to attend the Lean Accounting Summit in Savannah, Georgia on September 14-15, 2017. The Lean Accounting Summit seeks to foster the discussion of how today’s modern, lean enterprise requires an update to traditional accounting practices.

The scholarship, valued at a combined $5390, is designed to:

  • Provide a complimentary registration to the Lean Accounting Summit ($1,895 each) for one faculty member and student.**
  • Provide travel grants up to $1,600 for each faculty/student pair ($800 for an individual) to assist with travel and hotel accommodations.
  • Provide a valuable opportunity to session host allowing for additional exposure to summit presenters and attendees

To apply for a scholarship, please prepare a letter of application (not to exceed two pages) addressing each of the following items:

  1. Full contact information including position title and academic affiliation.
  2. Description of how you will select a student to accompany you and explain how you believe the student will benefit from attendance.
  3. A brief description of your teaching responsibilities including an explanation of how lean accounting concepts can be integrated into your courses.
  4. A summary of any current or potential research projects related to lean accounting.

Applications are due by July 14, 2017. Scholarship recipients will be notified the week of July 28th.


How the Scholarship program and LEAF got started.

At the first Lean Accounting Summit in 2005 at the historical Dearborn Inn in Dearborn, Michigan, Jim Huntzinger first meet several university professors who were attending the inaugural Summit. Two of these professors at the inaugural Summit, Gloria McVay of Winona State University, and Rosemary Fullerton of Utah State University, would go on to be known as lean accounting’s “rogue professors,” as they took what they learned and quickly began to integrate into the curriculum in their courses at their universities. Over the next couple of years more of these rogue professors, as Jim Huntzinger affectionately refers to them, began to become part of the Lean Accounting community.

Several became frequent presenters at the Lean Accounting Summit, like Frances Kennedy of Clemson University and Larry Grasso of Central Connecticut State University. As the accounting professors’ involvement grew, the discussion of how to engage, not only more accounting professors, but also accounting students began circulating during the many discussions at the Summit.

In speaking with Sandy Richtermeyer of Xavier University, and the Chair of the Institute of Management Accountants, the discussion of directly engaging more professors and students evolved into developing a scholarship program to help give the financial support, which is the most difficult hurdle for them to achieve to attend the Lean Accounting Summit.

From this need and desire came the initial scholarship program which was launched for the 2007 Lean Accounting Summit. Through a submission process, professors would apply for the scholarship and upon being selected they would get to bring a student of their choice with financial coverage for the Summit registration and a travel package. Lean Frontiers and the Association for Manufacturing Excellence financially backed the finance of the program and the Institute of Management Accountants help provide program management resources.

For the 2013 Lean Accounting Summit the Lean Education Advancement Foundation, LEAF, is being launched to become the financial resource for the scholarship program. LEAF is a non-profit organization with the mission of providing scholarships for undergraduate, graduate and doctoral students and faculty to attend, not only the Lean Accounting Summit, but, in time, many lean conferences in order to learn the concepts, principles, practices and tools of Lean Strategy. In addition it also has the mission of providing funding for faculty and practitioner research opportunities that advance Lean Knowledge.