Board of Regents of Northern Kentucky University v. Weickgenannt

485 S.W.3d 299, 2016 Ky. LEXIS 104, 128 Fair Empl. Prac. Cas. (BNA) 1727, 2016 WL 1068245
CourtKentucky Supreme Court
DecidedMarch 17, 2016
Docket2013-SC-000820-DG
StatusPublished
Cited by33 cases

This text of 485 S.W.3d 299 (Board of Regents of Northern Kentucky University v. Weickgenannt) is published on Counsel Stack Legal Research, covering Kentucky Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Board of Regents of Northern Kentucky University v. Weickgenannt, 485 S.W.3d 299, 2016 Ky. LEXIS 104, 128 Fair Empl. Prac. Cas. (BNA) 1727, 2016 WL 1068245 (Ky. 2016).

Opinion

OPINION OF THE COURT BY

CHIEF JUSTICE MINTON

Andrea Weickgenannt is a former Northern Kentucky University faculty member who filed a claim for gender discrimination under the Kentucky Civil Rights Act after she was denied tenure in 2007. The trial court granted summary judgment in favor of the university, ruling that Weickgenannt failed to state a prima facie claim for gender discrimination because she could not prove she was qualified for tenure and she could offer no proof of similarly situated male comparators. The Court of Appeals reversed the trial court’s summary judgment. On discretionary review, we reverse the holding of the Court of Appeals because we conclude it employed an incorrect standard of review for identifying similarly situated males. We reinstate the trial court’s summary judgment.

I. FACTUAL AND PROCEDURAL BACKGROUND.

Weickgenannt is a Certified Public Accountant who was employed by the Northern Kentucky University College of Business from 2000-2009. She joined the university initially as an Instructor but after two years was offered a tenure-track position as an Assistant Professor in the Accountancy Department. Her work over the next six years formed the basis for the university’s decision whether or not to grant her tenure. A series of complex considerations and procedures guided the university in making its choice on whether to grant her promotion as a tenured professor.

In the six years leading up to her application for tenure, Weickgenannt was employed on a reappointment basis, which meant that her performance was reviewed annually by a committee evaluating her entire academic record. Specifically, the committee looks at a tenure-track Assistant Professor’s (1) teaching effectiveness; (2) scholarly and creative activity; and (3) institutional and public service. Consequently, the committee makes recommendations to the tenure-track candidate on his or her progress and offers counsel in areas of improvement for the coming year in addition to recommending whether the faculty member should be reappointed for another year. After five years of renewable, probationary contracts, an Assistant Professor must apply for promotion and tenure the following year. If the applicant is unsuccessful, the applicant is issued a terminal contract for the ensuing academic year and is no longer eligible for promotion and tenure. With regard to decision-making authority, the Faculty Handbook states that “decisions regarding the value, appropriateness, and prioritization of faculty activities must be made by the department in which the faculty member resides, the Dean of the College, and the Provost.”

Weickgenannt was reappointed in each of the five years leading up to her application for promotion. She emphasizes her excellence in teaching during this period. And to be sure, students endorsed her teaching ability by voting her Outstanding Accounting Professor. But the reappointment committee also noted some troublesome aspects in the run-up to her tenure application. In fact, the committee warned Weickgenannt in three separate years that her scholarly activity was insufficient and admonished her that “continued [303]*303emphasis on journal publication should be paramount,in [her] plans for the upcoming years.” The committee was concerned she was not producing enough academic output to put forth a strong application for tenure.

After her sixth year as an Assistant Professor at NKU, Weickgenannt applied for promotion and tenure. She was the only female accounting professor considered by .the university in 15 years and the only applicant from that department that year. The NKU Faculty Policies & Procedures outline the basic considerations for reviewing tenure applications, but colleges within the university were free to supplement those criteria as deemed appropriate. It should be noted that at the time she sought promotion, Weickgenannt did not have a doctorate or terminal degree in Accountancy, an achievement many colleges and universities desire when hiring tenured professors, Lacking a doctorate or terminal degree, much of her application would further rely on her scholarly contributions and other aspects of her performance as an Assistant Professor.

NKU tenure guidelines require applicants to show excellence in teaching, scholarship, and community involvement, the same three areas the reappointment committee evaluated during the probationary period. But the NKU College of Business sets forth specific scholarship guidelines. To have tenure-worthy scholarship, an applicant’s portfolio should include: (1) ten total works in publicly available academic or professional outlets; (2) three of which must be peer-reviewed acádemic journal articles of good quality; and (3) the applicant should display an indication of continuing scholarship. The tenure candidate bears- the burden of proof in establishing the capacity and commitment to a lifetime of scholarly activity. Weickgenannt, complying with NKU’s policy, included three published peer-reviewed journal articles in the portfolio she submitted to the tenure committee.1 The articles she submitted included:

• Auditor’s Self perceived Abilities in Conducting Domain Audits Critical Perspectives on Accounting (with V. .Owhoso)
• Spatelli’s Pizzeria: Management of Accounting Information Systems, The Journal of Accounting Case Research (with P. Theuri and L. Turner)
•Emphasis on the Statement of Cash Flows in Introductory Financial Accounting Courses: Its Effect on Student Perceptions, ■ The National Ac- ' counting Journal (with P. Theuri and L. Turner)

These pieces ignited significant controversy in the ensuing teriure-review process for a number of reasons but primarily because Weickgenannt was not the sole contributor in any of the articles and the quality and extent of her scholarship suspect.

The first step in the process was review by the Accountancy Department Committee and the Chair of the Accountancy Department, Dr. Leslie Turner. Many members of the committee were the same faculty members 'involved in Weickgen-annt’s reappointment process over the preceding six years. So the committee was well-aware of the potential scholar[304]*304ship issues documented in her record. Nevertheless, both the committee and Dr. Turner recommended granting Weickgen-annt’s applicátion for promotion and tenure. But this recommendation was subject to approval from the NKU’s Dean of the College of Business and the Provost.

John Beehler had only been Dean of the College of Business for a few months when Weiekgenannt applied for tenure. In fact, her application was the first tenure review he conducted as Dean. He took particular interest in her application because of her status as a “borderline” case and conducted a thorough review of her portfolio. An accountancy academic himself, Beehler is familiar with exceptional accounting scholarship and recognizes high-quality academic publications; He had never heard of The National Accounting Journal and decided to- evaluate, its academic value. He ultimately concluded that the journal did not amount, to “good quality.”. His critique of The National Accounting Journal in addition to his finding that Weick-genannt lacked a “continuing commitment to do scholarly activity in the future” provoked his final decision to deny tenure.

Following Beehler’s assessment of her application, he offered his recommendation to NKU Provost Gail Wells.

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485 S.W.3d 299, 2016 Ky. LEXIS 104, 128 Fair Empl. Prac. Cas. (BNA) 1727, 2016 WL 1068245, Counsel Stack Legal Research, https://law.counselstack.com/opinion/board-of-regents-of-northern-kentucky-university-v-weickgenannt-ky-2016.