2560  |  In Person Training  |  Update  |  Scheduled

Banking & Industry Summit

Tuesday, April 21, 2020 8:30am - 4:25pm

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The OSCPA's Banking & Industry Summit is specially tailored for our members working in corporate finance and banking. Stay current on hot topics by attending sessions on FASB's CECL Standard, cybersecurity, medical marijuana and data analytics. Join us for the 2020 Banking & Industry Summit for 8 hours of recommended CPE credit in a one-day conference setting.

WEBCAST: Can't make it in person? Join us virtually by registering for our webcast option!

FACILITY & PARKING: OSCPA Learning Center. Self parking is available for free.

HOTEL ACCOMMODATIONS: Please refer to our facilities page for recommended area hotels.

Instructors


Designed For

CPAs working in banking or corporate finance roles


Your Price: $299.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. This price includes the early-bird discount. Full prices will be applicable to all registrations after March 31, 2020.

Members log in and save $100.00 on this event. Not a member? join today.

Sessions

Tuesday, April 21, 2020

7:30am - 8:30am
$0.00
8:30am - 10:10am
$0.00

Under the CECL Standard - Update 2016-13 entities will be required to record an allowance for credit losses based on past events, current conditions and reasonable and supportable forecasts. This is a change from the existing GAAP that only considers past events, such as historical experience and current conditions when estimating the allowance for losses.

  • Receive an overview of the guidance and discuss specific examples.
  • Understand how the guidance affects smaller financial institutions.
Credits: Specialized Knowledge - Banking 2
10:10am - 10:25am
$0.00
10:25am - 12:05pm
$0.00

Implementing effective cybersecurity measures is particularly challenging today because there are more devices than people and attackers are becoming more innovative. These cyberattacks allow hackers to access, change or destroy sensitive information to extort money from users or interrupt normal business. In today's world, everyone benefits from having a cyberdefense program.

  • Understand and comply with basic data security principles.
  • Learn how to develop a framework for dealing with attempted and successful cyber attacks.
Credits: Information Technology 2
Select One and Only One
12:05pm - 12:50pm
$20.00
12:05pm - 12:50pm
$0.00
12:50pm - 2:30pm
$0.00

The passage of State Question 788 was the first step for medical marijuana legalization in Oklahoma. Since then, bankers, CPAs and payroll professionals find themselves working in an ever-changing and ambiguous professional landscape to provide services to their clients in the cannabis industry. This panel will provide the latest information about these three areas critical to the Oklahoma cannabis population.

  • Understand the state and national medical and recreational marijuana landscape.
  • Understand issues specific to banking, taxation and payroll professionals that serve clients in the cannabis industry.
Credits: Specialized Knowledge 2
2:30pm - 2:45pm
$0.00
2:45pm - 4:25pm
$0.00

Data analytics technologies and techniques are widely used to enable organizations to make more informed business decisions. But how do you manage big data? This session will help you make smarter business moves, operate more efficiently and aim for higher profits and happier customers.

  • Identify opportunities, processes and necessary data for solving analytical problems.
  • Understand the value of data analytics in today's fast-paced marketplace.
Credits: Computer Software & Applications 2
Instructors:

Instructors

Keri Cain

Keri Cain graduated from Oklahoma State University with a Bachelor of Science in Apparel Merchandising. She worked for Banana Republic Factory Store in the Dallas area for five years before joining the Gap Inc. headquarters in San Francisco. As a member of the outlet division’s store operations team, Cain managed several workstreams including real estate operations (new stores, remodels, closures), customer experience and daily operations. Under the daily operations umbrella, she created the store's policy and procedures, rolled out new store point of sale and back of house technology and worked closely with the internal audit teams on store compliance.

Cain's last position with Gap Inc. was as director of store operations for all Gap and Gap Outlet stores in North America. In July 2018, she made the decision to move back to Oklahoma where she was recruited by Regent Bank’s CEO and CAO to create a marijuana-related business program. Her 20 years of skills and experience in operations lends itself as a natural fit to create this program in the banking industry.

Jeffrey A. Frable

Jeff Frable, CPA, is a partner at CCK Strategies. His major areas of practice include: small business organization and strategic planning; income tax consultation; audit and financial accounting services; and general business and non-profit organization consultation. Frable has technical expertise in aligning small business with strategic and proactive tax planning and general business and non-profit consultation. He joined CCK Strategies in 1999 and has played a key role in developing a firm culture resulting in growth from seven employees to more than 100. Frable is a past president of the OSCPA and was the 54th inductee to the Oklahoma Accounting Hall of Fame in 2013.

Amin Mohomed

Amin Mohomed is an assistant project manager at the Financial Accounting Standards Board (FASB). In this role, he provides research and technical accounting support, primarily on projects related to financial instruments. Prior to joining the FASB, Mohomed worked in the accounting policy group for a Fortune 200 energy company. Previously, he served as a consultant to various community banks and credit unions across the nation.

Jay Shah

Jay Shah joined the research and technical activities staff of the Financial Accounting Standards Board (FASB) in 2013. As a project manager, he leads projects that analyze technical accounting issues and is responsible for developing potential solutions that contemplate both the needs of financial statement users and related implementation outcomes.

Shah began his career in public accounting at RSM, performing auditing services for banking institutions. Most recently, he was an assistant vice president for a leading, systemically important banking institution. In this role, Shah prepared annual and quarterly financial statements, evaluated investments held in the institutions pension fund and prepared financials that required to be issued to the Department of Labor.

Mark Solomon

Mark Solomon is a leader of BKD’s big data & analytics team. He provides oversight, strategy and direction on large data analytic projects and creation of data analytic products. His passion is creating solutions using advanced data visualization to allow clients to derive understanding and more efficient management of their operations and strategic initiatives.

Solomon joined BKD with more than 25 years of software development experience working for entrepreneurial/early stage startup software companies in the health care and property and casualty insurance sectors.

Carolyn Taylor

Carolyn Taylor has served Paragon Payroll as SVP of Advisory Services since September 2014. She has more than 25 years of experience in human capital management, working with companies of all sizes to evaluate and implement payroll, human resources and talent management processes and technology solutions.

Shortly after the boom of dispensaries, Taylor quickly saw the need to deliver MRBs with the same access to payroll services that other industries enjoy. The quest to help legitimize the cannabis business operators, while also getting more "cash off the streets" continues to be a passion for her.


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