2560 | In Person Training | Update | Scheduled
Banking & Industry Symposium
Thursday, April 18, 2019 8:30am - 4:40pm
Join us for this brand-new event specifically created for our members working in corporate finance and banking. Featured sessions include medical marijuana and banking, medical marijuana and industry, cybersecurity, new market tax credits and strategies for community institutions.
Come for just half a day or the whole day. The event will be held in two parts with the Banking Symposium in the morning and the Industry Symposium in the afternoon. This event is jointly planned by the Members in Industry Committee and the Banking and Other Financial Institutions Committee.
FACILITY & PARKING: OSCPA Learning Center. Self parking is available for free.
HOTEL ACCOMMODATIONS: Please refer to our facilities page for recommended area hotels.
- Jill Castilla (view bio)
- Colley D. Cole (view bio)
- Elizabeth L. Dalton (view bio)
- Robert T. Luttrell (view bio)
- Richard A. Marcum (view bio)
- Kim W. Shoemake (view bio)
- Joshua W. Solberg (view bio)
CPAs working in banking or corporate finance roles
Jill Castilla leads Citizens Bank of Edmond as its president and CEO and as chairwoman of its bank holding company. She serves on the board of directors of American Bankers Association, SMU’s Southwest Graduate School of Banking, MetaFund, Oklahoma City and Edmond Chambers of Commerce and the YMCA of Greater Oklahoma City. She is the visionary behind "Heard on Hurd,” Citizens Bank of Edmond’s community building event that draws more than 25,000 attendees to the monthly bank celebration as well as Midtown Bank, the nation’s first #unbank.
Jill has been named Community Banker of the Year by American Banker, Most Innovative CEOs in Banking by Bank Innovation, Most Admired CEOs in Oklahoma by The Journal Record, Most Powerful Women in Banking-Women to Watch by American Banker and Business Leader of the Year by Oklahoma Christian University.
Jill holds a master's degree in economics from the University of Oklahoma, a bachelor's degree in finance from Hawaii Pacific University and is a graduate of the University of Wisconsin's Graduate School of Banking.
Colley D. Cole
C. Dakota Cole, CPA, CFP®,serves as the managing director for the Chickasaw Nation Community Development Endeavor, LLC, a nationally certified community development entity focused on making catalytic investments throughout indigenous communities. He received his bachelor's degree from East Central University.
Elizabeth L. Dalton
Elizabeth Dalton is a business attorney and shareholder with McAfee & Taft whose practice includes corporate, securities and franchise law with an emphasis on issues relating to the health care industry for both taxable and tax-exempt clients. She also leads the firm’s medical marijuana industry group and is a contributing author to www.MarijuanaLINC.com, a legal blog that provides legal information, news and commentary on Oklahoma’s medical marijuana industry.
Robert T. Luttrell
Bob Luttrell is a veteran banking attorney with the law firm of McAfee & Taft and the leader of its banking & financial institutions group. The majority of his practice involves the representation of banks, savings associations, other financial institutions and lenders and their customers in all areas of banking, including commercial, real estate, and consumer finance and deposit-taking activities.
Richard A. Marcum
R. Alan Marcum, CPA, previously served as the executive vice president of Devon Energy. Prior to being at Devon, Marcum was employed by KPMG Peat Marwick (now KPMG LLP) as a senior auditor. He holds a Bachelor of Science degree from East Central University, majoring in accounting and finance. Marcum is a Certified Public Accountant and a member of the Oklahoma State Society of CPAs.
Kim W. Shoemake
Kim W. Shoemake, CPA, is a member of the BKD National Financial Services group. He has 30 years of experience in financial statement audits, loan reviews, internal audits, strategic planning assistance and directors’ examinations for banks. He also provides services to a range of nonprofit entities.
Joshua W. Solberg
Josh Solberg is a trial lawyer and shareholder with the law firm of McAfee & Taft who counsels and represents businesses in all areas of labor and employment law, including litigation matters involving wrongful discharge claims, wage and hour disputes, unemployment claims, employment contracts and other disputes arising from the employer-employee relationship.