1. Developing ePortfolios to Enhance Learning for Accounting and Financial Management Students Grant Russell, School of Accountancy Tracy Penny Light, LT3 Centre University of Waterloo MERLOT International Conference August 4, 2004

2. Today’s Overview What are Competency Portfolios? Use of Competency Portfolios at UW –Accounting and Financial Management/History –Teaching in Higher Education –Co-op Enhancement –Residence Life ePortfolios as a transformative technology

3. What are Competency Portfolios? Competency portfolios provide: profiles of competencies for learners to develop within a given domain opportunities for learners to document their skills in different learning contexts opportunities for reflection in different learning contexts to integrate learning experiences opportunities for a more holistic approach to learning

5. Competency Portfolio Pilot Projects at UW Accounting and Financial Management History Teaching Excellence in Higher Education Co-op Enhancement Residence Life

6. Why ePortfolios in AFM? Motivation –AFM students take courses with other undergraduates, have some specialized courses –Need for an integrating technology for an otherwise disjoint undergraduate program –Have distinctive program elements both within and between courses – where do they fit in? –What organizing framework would apply?

7. Why ePortfolios in AFM? Motivation –AFM students see education as a collection of courses, not the acquisition of skills –Orientation of meeting course requirement statements of professional societies –Accomplishment: give me a 75% and I’m happy!

8. The Project -1 Review of literature Identification and assessment of potential software (KEEP toolkit, Carnegie Foundation) Development of competency categoriesDevelopment of competency categories –Relate to ICAO –Relate to CMA Canada Informing other faculty and staff

9. The Project - 2 Orientation of AFM students to ePortfolios (introducing KEEP) Trial run with 1st year and 4 th year students (start September, 2004) First year course has 800+ students and 4 th year course has 160 students Assessment of trial run, (December 2004)

10. The Project - 3 Focus on one specific “soft” competency: Team work Process: 3 sets of artifacts –Preliminary Group contract, background exposure to team concepts –Intermediate Reflection based upon group assignments Intermediate peer evaluation –Final Reflection based upon entire term Commentary by students on how ePortfolio was helpful (survey, focus groups)

11. The Project - 4 Ongoing ePortfolio Development Tracking 1 st year students into subsequent co-op and academic terms Longitudinal research on value of ePortfolios for learning and professional development

12. Anticipated Results Students will value the use of ePortfolios –Opportunity to differentiate for employment interview purposes Demonstration of value to professional societies –Potential funding for future development Sharing of results with other ePortfolio developers Application to wider group of AFM students –Use with first year students and beyond –Develop other potential competencies / suitable artifacts

13. Thank You! Grant Russell russell@uwaterloo.ca Tracy Penny Light tracy@LT3.uwaterloo.ca