2563  |  In Person Training  |  Update  |  Scheduled

Annual Members Meeting

Friday, June 7, 2019 8:00am - 9:00pm

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Saddle up for the OSCPA's 101st Annual Members Meeting! We're heading out on the open range Friday, June 7 at the Stoney Creek Hotel & Conference Center in Broken Arrow for a daisy of a time shootin' the breeze with fellow wranglers.

Rustle up eight hours of recommended CPE credit, including two hours of ethics, and then join us for a jamboree! Kick up your heels as we celebrate our 2019 award winners and ride off into the sunset. New this year: Accounting educator and student tracks are also available!

Make plans to join us for the Pre-Annual Meeting Mixer on June 6. RSVP today!

Download a printable registration form.

HOTEL ACCOMMODATIONS: Need a place to sleep? You can reserve a discounted room for $114/night (includes breakfast) at Stoney Creek Hotel & Conference Center through May 17. To reserve your room online, visit the Stoney Creek website, choose Broken Arrow as the location, enter your check in and check out dates and enter the Group Code" 60974". Or you can call the central reservation line at (800) 659-2220 and use Group Code: "60974" or simply state you're with the Oklahoma Society of CPAs group.

PARKING: Free self-parking is available to all attendees and guests. More information can be found on the facilities page.

RESERVED TABLES: If you are interested in purchasing a reserved table sponsorship for the evening dinner, please contact Patty Hurley.

Don't miss out! The 2019 Educational Foundation Prize Drawing raises scholarship money for promising accounting students in Oklahoma and gives members the chance to win big! Raffle tickets are $5 each. View available prizes here, but check back often to see what's new!

Instructors


Designed For

Oklahoma CPAs, award recipients and their guests.


Your Price: $25.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. This price excludes the early-bird discount. Early-bird registration ended May 17, 2019.

Sessions

Friday, June 7, 2019

7:30am - 8:30am
$0.00

Registration is open those attending the CPA general sessions, and for OSCPA Student Members or accounting students attending the Student Track.

Select One and Only One
8:30am - 10:10am
$65.00

Recommended for 2 hours of CPE - Increase relationship strength and the ability to positively influence internally or in a sales context. Gain insight on how their style (potential strengths and weaknesses) impacts others. Skills are built to identify customers' styles and to select and implement appropriate strategies for dealing with different styles. Program activities include cases and skill practices.

Objectives:

  • Understand why and how internal and external customers behave the way they do and their needs
  • Increase your versatility to work better with others 
  • Respond appropriately in specific situations to increase relationship strength and ability to positively influence
Credits: Personal Development 2
Instructors:
8:30am - 10:10am
$25.00

Recommended for 2 hours of CPE - Meet with other educators and compare notes on best practices for teaching data analytics, TCJA changes, online courses and research projects. These will be roundtable discussions with a wrap-up at the end. 

*This session is for accounting educators only.

Credits: Specialized Knowledge 2
8:30am - 10:10am
$0.00
10:10am - 10:30am
$0.00
Select One and Only One
10:30am - 12:10pm
$65.00
Recommended for 2 hours of CPE - Fueled by rapid technological innovation, the world is changing at unprecedented speed – with significant implications for the accounting profession. Cybersecurity, blockchain, artificial intelligence and cognitive technologies all have the potential to transform our work. AICPA Chair Bill Reeb, CPA, CITP, CGMA, provides insight on the forces shaping the future of accounting and the numerous AICPA/state society initiatives to keep the profession ahead.

Objectives:

  • Evaluate the forces and trends shaping the CPA profession.
  • Discuss implications of quickly changing technology on the profession.
  • Examine methods to address legislative changes.
Credits: Specialized Knowledge 2
Instructors:
10:30am - 12:10pm
$25.00

What contributes to a successful internship? What are the best ways to work with students to generate and publish research? What makes a student group work successfully inside or outside of class? How can educators work with professionals for successful in-class presentations? This panel will help lead a discussion that focuses on the ultimate goal: student successes.

*This session is for accounting educators only.

10:30am - 12:10pm
$0.00
Select One and Only One
12:10pm - 1:30pm
$45.00
12:10pm - 1:30pm
$25.00
12:10pm - 1:30pm
$0.00
12:10pm - 1:30pm
$0.00
12:10pm - 1:30pm
$0.00
1:30pm - 1:40pm
$0.00
Select One and Only One
1:40pm - 3:20pm
$65.00

Recommended for 2 hours of CPE - Work better with clients, with greater clarity, professionalism and success. It is critical for people working on projects and in staff functions to have the ability to consult with their internal clients and especially external clients for successful work. This session focuses on the stages for successful consultative partnering. Specific skills for each consultative stage of building relationships, trust, diagnosing needs/opportunities, gaining commitment and solutions.  

Objectives:

  • Build strong relationships
  • Contract appropriately for goals, scope, roles and responsibilities
  • Diagnose and uncover needs
  • Apply techniques and tools for consultative partnering
Credits: Specialized Knowledge 2
Instructors:
1:40pm - 3:20pm
$0.00
1:40pm - 3:20pm
$85.00

Governor Stitt signed HB 2665 on April 29, 2019 allowing Oklahoma pass-through entities to pay Oklahoma income tax at the entity level. This new law allows Oklahoma income tax to escape the federal deduction limitation for state and local tax payments. However, the election must be made by June 28, 2019 in order to take advantage of this new law for the 2019 tax year!

Come learn all about the Oklahoma Tax Commission's new pass-through entity tax election form and how it may affect your clients.

Objectives:

  • The Oklahoma Tax Commission's new pass-through entity tax election form may affect your clients. Learn the most up-to-date information regarding the form before the June deadline.
  • Review the Oklahoma Tax Commission's pass-through entity tax election form and filing requirements
  • Analyze whether the tax election is appropriate for your clients
  • Explore planning opportunities available prior to the filing deadline
Credits: Taxes 2
Instructors:
3:20pm - 3:40pm
$0.00
Select One and Only One
3:40pm - 5:20pm
$65.00

Recommended for 2 hours of Ethics CPE - Participants will learn recent updates to the AICPA Code of Conduct and the Oklahoma Accountancy Act through an interactive and participative process. Recent cases will be examined to determine lessons learned.

Objectives:

  • Engage in a robust discussion of recent changes in the AICPA Code of Conduct
  • Review cases to allow for the opportunity to learn from others' mistakes in the CPA profession
Credits: Behavioral Ethics 2
Instructors:
3:40pm - 5:20pm
$0.00
Select One and Only One
6:00pm - 9:00pm
$85.00
6:00pm - 9:00pm
$35.00
6:00pm - 9:00pm
$0.00
6:00pm - 9:00pm
$0.00
Options
Select One and Only One
$0.00
$5.00
$25.00
$50.00
$75.00
$100.00

Instructors

Ted Blodgett

Ted Blodgett, CPA, CVA, CGMA, ABV, JD, is the Partner in charge of marketing and the firm's valuation practice at Gray, Blodgett & Company, PLLC. He devotes a substantial amount of his time consulting and planning with clients in the construction and real estate sales and development industry. Ted is very involved in business valuation work for gift and estate tax purposes, litigation and potential business sales. He provides tax and consulting advice to many of the firm's individual and small business clients. He has also assisted with loan review for financial institution clients.

Jerrilyn A. Eisenhauer

Jerrilyn A. Eisenhauer, CPA, is an assistant professor at Tulsa Community College in Tulsa, Oklahoma. Jerrilyn is a member of the OSCPA, the Tulsa Chapter of the OSCPA and the AICPA. She is a 2010 OSCPA Trailblazer. Jerrilyn earned her B.S. and M.S. in Accounting from Oklahoma State University. She teaches accounting principles, intermediate accounting and tax courses at Tulsa Community College and works with the Accounting Advisory Board to continuously evaluate curriculum and programs for the accounting discipline. In addition to teaching, Jerrilyn is a tax compliance consultant at a local firm. She also regularly presents for the national organization Teachers in Accounting at Two-Year Colleges (TACTYC) and serves in a national college advisory forum.

David Gilman

David Gilman is celebrating more than 25 years as a training and organizational effectiveness professional. His broad range of accomplishments includes development of training programs, competency models and 30 feedback instruments in organizational performance improvement, leadership and professional staff skills, client/account management and customer service, and team building and team effectiveness.

David’s engaging style, knowledge and easy-to-apply content have made him a requested speaker at more 30 conferences, including groups of 1,000 plus, and as a featured speaker for the Ascend Financial Association at Yankee Stadium.

David is active in professional organizations including the Association for Talent Development and the Society for Human Resource Management. David holds an MBA in Management and Organizational Behavior and a BA in Business/ Industrial Psychology

Julie C. Lee

Julie Lee, CPA, is an accounting instructor at East Central University. She earned a Bachelor of Science in accounting and a Master of Science in accounting, both from East Central University in 1999 and 2013 respectively. She is currently pursuing a Doctor of Education with an emphasis in higher education administration at Oral Roberts University. Lee has 15 years of experience including internal, external and compliance audit, banking, and governmental accounting and consulting services. In addition to her duties as a professor, she is a member of the ECU Faculty Senate and serves on the School of Business Accounting Scholarship and Accounting Curriculum committees.

Janelle R. Montgomery

Janelle Montgomery, CPA, is an accounting professor at Rose State College in Midwest City, Oklahoma. She teaches courses in principles of accounting, intermediate accounting and computer accounting. Janelle serves on various advisory boards for other educational institutions and nonprofit organizations. She also previously served as the chair of the Course Equivalency Project, a postsecondary education resource service that provides course equivalency information to facilitate student transfer within the Oklahoma System of Higher Education. Montgomery is currently serving on the OSCPA’s Liaison with Educational Institutions Committee and has previously served on the OSCPA’s Accounting Careers Committee and as a trustee for the OSCPA Educational Foundation.

William Reeb

William (Bill) Reeb CPA, CITP, CGMA, is the vice chair of the American Institute of CPAs (AICPA). Reeb has held a number of volunteer leadership positions at the AICPA, having previously served as a member of the board of directors and AICPA governing Council as well as secretary of the AICPA Political Action Committee. In addition, he has chaired the Practice Monitoring of the Future Steering Group and Management Consulting Services Executive Committee.

Currently the CEO of the Succession Institute, a management consulting firm based in Austin, Texas, Reeb has enjoyed a lengthy career consulting for businesses of all sizes, primarily in the areas of organizational structure and governance, operations and accountability. He founded six small businesses, including a CPA firm, prior to starting the Succession Institute.

Reeb has an extensive history of working with state CPA societies. He has conducted strategic planning with volunteer boards, worked through bylaws and governance issues and led staff development programs. Additionally, he has provided education and training to state CPA society members for decades.

For his many accomplishments, Reeb has been repeatedly recognized by Inside Public Accounting as one of the top 10 most recommended CPA firm consultants. He was named as one of the Top 100 Most Influential CPAs by Accounting Today, and CPA Magazine has listed him among the Top 100 Most Influential Practitioners.

Angela W. Spencer

Dr. Angela Spencer, CPA, joined the faculty at Oklahoma State University in Stillwater, Oklahoma, in 2006 after completing her PhD at the University of Arkansas. She currently teaches both undergraduate and graduate courses, including courses on financial accounting and accounting theory. She has supervised a number of honors theses and currently serves as the director of the undergraduate accounting program. Her research interests primarily focus on issues related to financial reporting, including off-balance sheet items and disclosure. Dr. Spencer maintains an active CPA license in both Oklahoma and Arkansas. She serves on the OSCPA’s Accounting Careers and Liaison with Educational Institutions Committees and also serves on the OSCPA Learning Task Force in the Society’s strategic planning mission.

Randall E. Stone

Randy Stone, CPA, is an instructor of accounting and holds the Horne & Company Endowed Professorship at East Central University in Ada. Stone earned his Bachelor of Science in accounting from the University of Arkansas - Fort Smith in 2009. He earned a Master of Accountancy from the University of Central Arkansas in 2010 and a Master of Taxation from William Howard Taft University in 2012. He is currently completing his dissertation leading toward a Ph.D. in business administration with a specialization in advanced accounting at Northcentral University. In addition, he is a charted financial consultant (ChFC), charted life underwriter (CLU), certified treasury professional (CTP) and personal financial specialist (PFS). He has professional work experience as a staff accountant, investment and insurance advising and various banking positions. Stone currently chairs the OSCPA Liaisons with Educational Institutions Committee.

Zane Swanson

Zane Swanson, Ph.D., CPA, ABV, is a full-time professor at the University of Central Oklahoma College of Business in Edmond. Swanson received a Bachelor of Science in Electrical Engineering from the Massachusetts Institute of Technology, a Master of Science in Industrial Administration from Carnegie Mellon University, a Master of Science in International Business from the University of South Carolina and a PhD in Business from the University of Oklahoma. He teaches upper division courses such as Advanced Accounting, Consolidations and Introduction to Business Valuation. His research focuses on capital markets. Dr. Swanson has published more than 60 journal articles, numerous textbook supplements and a book. Additionally, he has his own XBRL website: www.askaref.com.

Edward R. Walker

Dr. Edward Walker, CPA, CGMA, CMA, CIA, CFE, teaches courses in intermediate accounting, cost accounting and CPA review at University of Central Oklahoma. He is also a faculty supervisor for the Volunteer Income Tax Assistance (VITA) program during the spring semester. Walker serves on the OSCPA’s Accounting Careers and Continuing Professional Education Committees. He is also vice president for education for the Oklahoma City Chapter of the Institute of Management Accountants and serves on the board of directors for the UCO Wesley Foundation.

Aubree L. Walton

Aubree Walton, CPA, JD, is an associate professor of business at Cameron University in Lawton. She has enjoyed a 16-year career in higher education, serving in multiple capacities that have included faculty member, assistant dean of the School of Business, assistant vice president for Academic Affairs and Equal Opportunity Officer. Walton currently teaches Principles of Financial Accounting, Business Law I, Business Law II, Intermediate Accounting I and Intermediate Accounting II. She has also taught Principles of Cost/Managerial Accounting, Advanced Accounting, Survey of Fiscal Management, Business Ethics, Corporate Tax, Accounting Information Systems and more. She has served on the OSCPA’s Accounting Careers and Liaison with Educational Institutions Committees since 2014 and currently chairs the Accounting Careers Committee.

Jimmy J. Williams

Jimmy J. Williams, CPA/PFS, CFP®, is the CEO/president of Compass Capital Management, LLC, in McAlester and an industry leader in the financial planning professions. He is a sought-after speaker providing ethics, financial planning, tax-efficient retirement planning strategies and tax planning to groups up to 1,500. Williams is involved in the future of the accounting profession, serving as the chairman of the AICPA National Accreditation Commission, the past treasurer for the AICPA Foundation, a board of directors member for the AICPA and many other committees. He is a past chairman for the OSCPA, a 2007 Oklahoma Accounting Hall of Fame Inductee and a 2008 Public Service Award recipient. He currently chairs the OSCPA's Bylaws Committee.


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