OSCPA's July Lunch + Learn: Get Paid Without Pressure: Relationship-First Collections That Protect Cash Flow - Oklahoma City
1.00 Credits
Member Price $0
Non-Member Price $40
Overview
Join the OSCPA for our monthly Lunch + Learn event over topics important to Oklahoma CPAs. Most payment issues start long before an invoice is sent, often at onboarding, scope changes, or unclear expectations. This session shows leaders how to build client relationships and billing practices that prioritize timely payment without damaging trust. As part of your OSCPA membership your registration for this event is FREE*.
Live Stream Option: Can't join us in person? Join us virtually by signing up for the live stream option.
*Must be a member in good standing at the time of the course. Members are not automatically registered and must sign up to attend as registration is available. Find more information here.
Prerequisites
None
Designed For
Oklahoma CPAs
Objectives
- Set clear payment expectations from Day 1 to prevent disputes
- Identify early warning signs, even with historically reliable clients
- Manage sticker shock caused by scope creep or extended projects
- Reduce delinquency through clear, professional communication
Preparation
None
Leader(s):
Leader Bios
Timothy Penson
Timothy Penson, J.D. is a seasoned financial strategist, operator, and compliance expert who helps companies turn operational complexity into predictable cash flow. He combines the analytical rigor of a Juris Doctor with more than 25 years of hands-on operational experience, advising growing businesses that need leadership without the cost of a full-time hire.
Tim is the Founder of Legalis Financial Services, where he provides fractional leadership to companies navigating growth, pricing pressure, operational inefficiencies, and risk. Originally known for recovering over $1 billion in outstanding receivables, Tim brings a rare operator’s perspective on how businesses actually get paid — and where revenue quietly leaks.
Earlier in his career, Tim led high-volume operational teams at Enterprise Holdings, where he rebuilt policies and procedures, elevated team performance, and scaled productivity from dozens to hundreds of transactions per day across leaner teams. He has personally scaled organizations from early-stage teams of 8 to mature operations of 80+ employees, giving him firsthand insight into the operational and financial challenges of growth. As a speaker and advisor, Tim is known for practical, real-world guidance that founders and operators can immediately apply - bridging the gap between growth ambition and operational execution.
Non-Member Price $40
Member Price $0