OSCPA's CPE Blowout - Virtual
Overview
The OSCPA's CPE Blowout will feature popular courses from national speakers. Build your own schedule by choosing from 12 different four-hour courses over five days covering hot topics and updates in management, taxation, technology, financial planning, accounting, auditing, ethics and compilations.
Note: This conference has session-based pricing. Please select sessions and view your cart for the final price.
Want to Join Us in Oklahoma City? We are also hosting this event in-person.
Prerequisites
None
Designed For
CPAs in public practice and industry.
Objectives
Monday, December 8
Breakout Session
- Critical Issues That CPAs in Industry Will Need to Face This Year
James GiannantonioJames Giannantonio
Jay Giannantonio, MS, CPA/CGMA, CIA, is a management consultant with over 30 years of experience specializing in finance transformation, internal audit, fraud, risk management, process improvement and Sarbanes-Oxley compliance issues. His professional experience includes long stays at PwC/Coopers & Lybrand, Verizon/Bell Atlantic and KPMG Consulting in a professional career that began in 1980. Most recently, he was Vice President – Internal Audit for a $1B commercial equipment rental and sales company. Jay lives in the Philadelphia area.
In this session we will tackle pressing issues at a "need to know" level and then discuss the practical implications. You will come away armed with the "big picture." Preparedness is half the battle, so do not miss this critical briefing.
Learning Objectives:
Credits: 2 - Taxes
Credits: 2 - Accounting
This session is available to registrants only.
- Member Price
- $190.00
- Non-Member Price
- $240.00
Session Pricing:
- I do not want to attend this session.
This session is available to registrants only.
Breakout Session
- Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
James GiannantonioJames Giannantonio
Jay Giannantonio, MS, CPA/CGMA, CIA, is a management consultant with over 30 years of experience specializing in finance transformation, internal audit, fraud, risk management, process improvement and Sarbanes-Oxley compliance issues. His professional experience includes long stays at PwC/Coopers & Lybrand, Verizon/Bell Atlantic and KPMG Consulting in a professional career that began in 1980. Most recently, he was Vice President – Internal Audit for a $1B commercial equipment rental and sales company. Jay lives in the Philadelphia area.
All organizations are looking for ways to gain an advantage over the competition. This practical and interactive session will present a toolkit of ideas to help CFOs, controllers and finance professionals better position their organizations for the future. We know change is occurring at an exponential rate, and that has proven to be the case in all areas of finance, management, and leadership over the past year. The course deals with these new issues and will continue to be updated as necessary throughout the year. Become the "financial hero" of your organization and make a positive impact on the bottom-line.
Learning Objectives:
- Make better financial decisions that have a positive impact on the organization
- Lead the organization into the rapidly changing decade
- Apply what we have learned from recent economic and political changes to have a positive impact on the organization
Credits: 2 - Finance
Credits: 2 - Business Management & Org.
This session is available to registrants only.
- Member Price
- $190.00
- Non-Member Price
- $240.00
Session Pricing:
- I do not want to attend this session.
This session is available to registrants only.
Tuesday, December 9
Breakout Session
- I do not want to attend this session.
This session is available to registrants only.
- Integrated Planning, Forecasting, and Budgeting for Organizational Success
James GiannantonioJames Giannantonio
Jay Giannantonio, MS, CPA/CGMA, CIA, is a management consultant with over 30 years of experience specializing in finance transformation, internal audit, fraud, risk management, process improvement and Sarbanes-Oxley compliance issues. His professional experience includes long stays at PwC/Coopers & Lybrand, Verizon/Bell Atlantic and KPMG Consulting in a professional career that began in 1980. Most recently, he was Vice President – Internal Audit for a $1B commercial equipment rental and sales company. Jay lives in the Philadelphia area.
Planning may be one of the most important assignments of the finance professional; however, it is often accomplished in a way that can harm the organization. In many cases, huge sums are spent only to have a planning document developed that does not serve to bring the company together, but rather causes internal division. In some situations the budget can actually harm both productivity and alignment. This course is designed to bring planning, budgeting, and forecasting together into one fully aligned process that is easier, more efficient, and fully engages all parts of the organization. Rather than the plan being owned by the finance department, it is owned and followed by everyone from the CEO to the entry-level employee.
Learning Objectives:
- Understand how to integrate a budget, strategic plan, and forecast into one system
- See how the integrated plan helps the organization
- Identify how planning causes greater accountability for the company
- Perform various EVA and cash flow analysis in capital planning
- Understand how to make planning more politically acceptable in the organization
Credits: 4 - Management Services
This session is available to registrants only.
- Member Price
- $190.00
- Non-Member Price
- $240.00
Session Pricing:
Breakout Session
- I do not want to attend this session.
This session is available to registrants only.
- Technology Trends and Hot Topics Impacting the Accounting Profession
James GiannantonioJames Giannantonio
Jay Giannantonio, MS, CPA/CGMA, CIA, is a management consultant with over 30 years of experience specializing in finance transformation, internal audit, fraud, risk management, process improvement and Sarbanes-Oxley compliance issues. His professional experience includes long stays at PwC/Coopers & Lybrand, Verizon/Bell Atlantic and KPMG Consulting in a professional career that began in 1980. Most recently, he was Vice President – Internal Audit for a $1B commercial equipment rental and sales company. Jay lives in the Philadelphia area.
The benefits, and related risks, of utilizing new technology have never been greater for those in the accounting profession. From Artificial Intelligence (AI), Robotic Process Automation (RPA), and Audit Data Analytics (ADA) to cloud-based software solutions, our clients' technology landscape is rapidly changing. Accordingly, we, as accounting professionals, need to be on the forefront of these changes, including having a firm understanding of the risks associated with the use of these tools. In this course, we’ll review these trends, highlight new and emerging products, such as ChatGPT, and focus on cybersecurity risks and best practices that will allow accounting professionals to help our clients navigate these exciting but challenging times. Plus, we’ll review the relevant guidance on audit evidence found in SAS 142, which guides our use of technology on our professional engagements.
Learning Objectives:
- Identify the business drivers of companies today and the need for data-driven decision making
- Identify other current trends in information technology applications for clients and auditors
- Discuss SAS 142 and how it applies to audit methodologies using technology
- Explain how auditors are integrating audit data analytics into the audit process
Credits: 2 - Information Technology
Credits: 2 - Auditing
This session is available to registrants only.
- Member Price
- $190.00
- Non-Member Price
- $240.00
Session Pricing:
Wednesday, December 10
Breakout Session
- I do not want to attend this session.
This session is available to registrants only.
- Maximizing Your Social Security Benefits
Pamela Davis-Vaughn, Surgent McCoy CPE, LLCPamela Davis-Vaughn
Pamela J. Davis-Vaughn, CPA, is a general practitioner providing accounting, tax, and consulting services to clients across the United States from her office in Painted Post, New York. She has designed and taught undergraduate and graduate courses in state and local tax at Texas universities, including Baylor and Texas Tech; and has been a highly rated speaker at the Controller’s Roundtable, a sponsored event for controllers of automobile dealerships in Texas.
In addition to her accounting practice, Pam and her husband, Darryl, are owners of One Main Place Farms, an organic farming operation located in upstate New York. Pam has over 25 years of experience in both public and private accounting sectors. Her public experience ranges from a Big Four firm where she assisted several Fortune 500 companies in restructuring their operations to provide state income and franchise tax savings, participated on the mergers and acquisitions team, and served as the Southwest Area Employment Tax practice leader to providing tax consulting services for closely held businesses of a 16-partner, 100-staff Dallas CPA firm. Her experience in the private sector as CFO of a Dallas based manufacturer servicing the telecom industry and Tax and Accounting Manager of a large independent oil and gas company provides her with significant insight into the challenges faced by those practicing in industry.
Pam holds a BS degree in Business and Accounting from the University of Kansas, an MBA from Wichita State University, and has completed post-graduate work in International Tax at New York University. She holds a license to practice in Kansas, Texas, and New York.
The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad other related retirement planning issues.
Learning Objectives:
- Identify who is entitled to retirement benefits and in what amounts
- Summarize the factors one must consider in determining when to take benefits
- Discuss the taxation of Social Security benefits and how this impacts other income tax planning
- Identify and describe the potential effects of retirement and estate planning strategies
Credits: 4 - Taxes
This session is available to registrants only.
- Member Price
- $190.00
- Non-Member Price
- $240.00
Session Pricing:
Breakout Session
- Buying and Selling a Business: Tax and Structuring Overview
Pamela Davis-Vaughn, Surgent McCoy CPE, LLCPamela Davis-Vaughn
Pamela J. Davis-Vaughn, CPA, is a general practitioner providing accounting, tax, and consulting services to clients across the United States from her office in Painted Post, New York. She has designed and taught undergraduate and graduate courses in state and local tax at Texas universities, including Baylor and Texas Tech; and has been a highly rated speaker at the Controller’s Roundtable, a sponsored event for controllers of automobile dealerships in Texas.
In addition to her accounting practice, Pam and her husband, Darryl, are owners of One Main Place Farms, an organic farming operation located in upstate New York. Pam has over 25 years of experience in both public and private accounting sectors. Her public experience ranges from a Big Four firm where she assisted several Fortune 500 companies in restructuring their operations to provide state income and franchise tax savings, participated on the mergers and acquisitions team, and served as the Southwest Area Employment Tax practice leader to providing tax consulting services for closely held businesses of a 16-partner, 100-staff Dallas CPA firm. Her experience in the private sector as CFO of a Dallas based manufacturer servicing the telecom industry and Tax and Accounting Manager of a large independent oil and gas company provides her with significant insight into the challenges faced by those practicing in industry.
Pam holds a BS degree in Business and Accounting from the University of Kansas, an MBA from Wichita State University, and has completed post-graduate work in International Tax at New York University. She holds a license to practice in Kansas, Texas, and New York.
One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help practitioners and industry CPAs understand structuring techniques. All CPAs, including controllers and executives in industry, should understand how difficult the process of buying and selling a business has become.
Learning Objectives:
- Understand the CPA’s role in the beginning of the transaction and throughout the process
- Identify the different tax consequences for various forms of acquired businesses
- Identify the tax consequences for sellers of various forms of businesses, including the impact of the net investment income tax (NIIT) and the §199A pass-through deduction
- Appreciate §338 and §338(h)(10) elections and the benefits of installment sales
- Understand the impact of §§751, 743, 734, and 754 on the purchase or sale of a partnership
Credits: 4 - Taxes
This session is available to registrants only.
- Member Price
- $190.00
- Non-Member Price
- $240.00
Session Pricing:
- I do not want to attend this session.
This session is available to registrants only.
Thursday, December 11
Breakout Session
- I do not want to attend this session.
This session is available to registrants only.
- Surgent's Individual Income Tax Update
Pamela Davis-Vaughn, Surgent McCoy CPE, LLCPamela Davis-Vaughn
Pamela J. Davis-Vaughn, CPA, is a general practitioner providing accounting, tax, and consulting services to clients across the United States from her office in Painted Post, New York. She has designed and taught undergraduate and graduate courses in state and local tax at Texas universities, including Baylor and Texas Tech; and has been a highly rated speaker at the Controller’s Roundtable, a sponsored event for controllers of automobile dealerships in Texas.
In addition to her accounting practice, Pam and her husband, Darryl, are owners of One Main Place Farms, an organic farming operation located in upstate New York. Pam has over 25 years of experience in both public and private accounting sectors. Her public experience ranges from a Big Four firm where she assisted several Fortune 500 companies in restructuring their operations to provide state income and franchise tax savings, participated on the mergers and acquisitions team, and served as the Southwest Area Employment Tax practice leader to providing tax consulting services for closely held businesses of a 16-partner, 100-staff Dallas CPA firm. Her experience in the private sector as CFO of a Dallas based manufacturer servicing the telecom industry and Tax and Accounting Manager of a large independent oil and gas company provides her with significant insight into the challenges faced by those practicing in industry.
Pam holds a BS degree in Business and Accounting from the University of Kansas, an MBA from Wichita State University, and has completed post-graduate work in International Tax at New York University. She holds a license to practice in Kansas, Texas, and New York.
This highly informative course will bring you up-to-speed on the latest in individual tax law developments and the
corresponding or responsive planning opportunities available to your clients. You will come away from the course ready to
educate your individual tax clients and implement tax-savings ideas that will serve their ever-evolving needs. Continually
updated to reflect enacted legislation and comprehensive coverage of the One Big Beautiful Bill Act.
Learning Objectives:
- Understand strategies and tactics to use in light of new legislation
- Understand how to nail down valuable deductions and other reductions to the tax base
Credits: 4 - Taxes
This session is available to registrants only.
- Member Price
- $190.00
- Non-Member Price
- $240.00
Session Pricing:
Breakout Session
- I do not want to attend this session.
This session is available to registrants only.
- Surgent's S Corporation, Partnership, and LLC Tax Update
Pamela Davis-Vaughn, Surgent McCoy CPE, LLCPamela Davis-Vaughn
Pamela J. Davis-Vaughn, CPA, is a general practitioner providing accounting, tax, and consulting services to clients across the United States from her office in Painted Post, New York. She has designed and taught undergraduate and graduate courses in state and local tax at Texas universities, including Baylor and Texas Tech; and has been a highly rated speaker at the Controller’s Roundtable, a sponsored event for controllers of automobile dealerships in Texas.
In addition to her accounting practice, Pam and her husband, Darryl, are owners of One Main Place Farms, an organic farming operation located in upstate New York. Pam has over 25 years of experience in both public and private accounting sectors. Her public experience ranges from a Big Four firm where she assisted several Fortune 500 companies in restructuring their operations to provide state income and franchise tax savings, participated on the mergers and acquisitions team, and served as the Southwest Area Employment Tax practice leader to providing tax consulting services for closely held businesses of a 16-partner, 100-staff Dallas CPA firm. Her experience in the private sector as CFO of a Dallas based manufacturer servicing the telecom industry and Tax and Accounting Manager of a large independent oil and gas company provides her with significant insight into the challenges faced by those practicing in industry.
Pam holds a BS degree in Business and Accounting from the University of Kansas, an MBA from Wichita State University, and has completed post-graduate work in International Tax at New York University. She holds a license to practice in Kansas, Texas, and New York.
If you are a practitioner who wants the latest information on tax changes affecting your business clients or employers, then you should take this enlightening course. You will learn invaluable knowledge, strategies, techniques, innovative tax-planning concepts, income generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. Continually updated to reflect enacted legislation and comprehensive coverage of the One Big Beautiful Bill Act.
Learning Objectives:
- Understand the current planning issues for businesses
- Understand how recent legislation impacts planning for pass-throughs
- Understand what pass-throughs can do in light of tax law changes
Credits: 4 - Taxes
This session is available to registrants only.
- Member Price
- $190.00
- Non-Member Price
- $240.00
Session Pricing:
Friday, December 12
Breakout Session
- Compilation Engagements Under SSARS
Kurt Oestriecher, Partner, Oestriecher & Company, CPAsKurt Oestriecher
Kurt G. Oestriecher, CPA is a partner with Oestriecher & Company CPAs in Alexandria, La., and is the partner in charge of accounting and auditing. He is Past-President of the Louisiana Society of CPAs and has served on numerous LCPA and AICPA Committees. He has facilitated CPE courses since 1992 and has received the AICPA Outstanding Discussion Leader Award 12 years and the LCPA Outstanding Discussion Leader Award four times.
This course provides a comprehensive review of all of the requirements necessary to properly conduct a compilation engagement under SSARS. The impact of SSARS 21 and the changes to practice will be a focal point. This course is recommended to fulfill four hours of the Oklahoma Accountancy Board's compilation requirement.
Learning Objectives:
- Provide a comprehensive overview of Compilation Standards in AR-C 70
- Understand changes to the compilation engagement as a result of SSARS 21
- Introduce documents and templates that will improve quality and profitability of your compilation practice
Credits: 4 - Compilation
This session is available to registrants only.
- Member Price
- $190.00
- Non-Member Price
- $240.00
Session Pricing:
- I do not want to attend this session.
This session is available to registrants only.
Breakout Session
- AICPA Professional Ethics
Kurt Oestriecher, Partner, Oestriecher & Company, CPAsKurt Oestriecher
Kurt G. Oestriecher, CPA is a partner with Oestriecher & Company CPAs in Alexandria, La., and is the partner in charge of accounting and auditing. He is Past-President of the Louisiana Society of CPAs and has served on numerous LCPA and AICPA Committees. He has facilitated CPE courses since 1992 and has received the AICPA Outstanding Discussion Leader Award 12 years and the LCPA Outstanding Discussion Leader Award four times.
This course is recommended to fulfill four hours of the Oklahoma Accountancy Board's ethics requirement.
Learning Objectives:
- Introduce the online Code of Professional Conduct
- Provide a comprehensive overview of the ethics rules that apply to members in both public practice and industry, including case studies
- Discuss any proposed changes to the Code of Professional Conduct
Credits: 4 - Behavioral Ethics
This session is available to registrants only.
- Member Price
- $190.00
- Non-Member Price
- $240.00
Session Pricing:
- I do not want to attend this session.
This session is available to registrants only.
Pricing varies based on selections