2563  |  In Person Training  |  Update  |  Scheduled

Annual Members Meeting - Virtual

Tuesday, September 22, 2020 8:00am - 4:55pm

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Note: This conference has session-based pricing. Please select sessions and view your cart for the final price.

Celebrate Leadership. Celebrate Diversity. Celebrate Resilience.

Over the past several months, we have watched the world turn upside down. Careers and lives were put on hold, celebrations were canceled and technology became our only pathway into each other's lives. The road ahead continues to be uncharted, but what we have overcome together will be an enduring source of pride in the profession's history.

As we continue to move forward with resilience and leadership, we have the opportunity to commemorate how far we've come – as a profession and as a community – while striving toward a more inclusive and diverse future. Be part of the celebration, September 22nd, at the new Virtual Annual Members Meeting.

COVID-19 Update:

Due to a recent mask mandate and an increase in state-wide COVID numbers, we have made the decision to move the 2020 Annual Members Meeting to a virtual-only event.

With all the changes COVID-19 has brought, we understand you may have questions and concerns regarding continuing education offered by the Society. The safety of our attendees, discussion leaders and staff is always top of mind and our number one priority is to continue offering CPE options as safely as possible with the same quality and quantity you have come to expect. Please visit our COVID and OSCPA CPE: What to Expect page for more information.

We're aware many are entering an online classroom for the first time. If you are new to virtual CPE, you can schedule a one-on-one tutorial with our Education Department.

Instructors


Designed For

Oklahoma CPAs, award recipients and their guests.


Your Price: $0.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

Sessions

Tuesday, September 22, 2020

Select One and Only One
8:00am - 4:55pm
$300.00

Join us for a day of  learning and receive up to eight hours of recommended CPE!

Each session is recommended for 2 hours of CPE.

8:05am - 9:45am
Everyday Diversity: Moving from Head to HEART by Justin Jones-Fosu
Join us for an unconventional approach to a necessary conversation that can lead to deeper collaboration and innovation. This session will demonstrate how you can leverage the power of listening, appreciating and applying different perspectives to create sustainable cultures of high performance.

  • Learn practical ways to understand, apply and nurture diversity and related initiatives in your professional life.
  • Explore how to create sustainable cultures of inclusion that engage all employees.
  • Understand practical strategies to move confrontations into conversations in order to manage disagreements and differences in a healthy and respectful way.

9:55am - 11:35am
AICPA: Evolution of CPA by Sheila Balzer, CPA, CGMA
The CPA Evolution initiative aims to transform the CPA licensure model to recognize the rapidly changing skills and competencies the practice of accounting requires today and will require in the future.

Objectives:

  • Learn how the CPA Evolution can enhance public protection by producing candidates who have the deep knowledge necessary to perform high-quality work, meeting the needs of organizations, firms and the public.
  • Explore how the CPA Evolution builds accounting, auditing, tax and technology knowledge requirements into a robust common core. 

11:45am - 1:15pm
Annual Business Meeting and Awards Celebration

1:25pm - 3:05pm
OSCPA Professional Issues Update: The New Normal by OSCPA President and CEO, Blaine Peterson, CPA
Learn about the top issues affecting the profession, new trends, developments and what you can expect in 2020.

Objectives:

  • Gain an overview of professional issues in Oklahoma. 
  • Address continual changes within the accounting profession.
  • Examine business topics important to employees and employers.

3:15pm - 4:55pm
Ethics Takes Practice by Jim Denton, CPA
An examination of historical events and people in observation of ethical behavior. Conclude with a self-examination to improve our own personal ethical construct.

Objectives:

  • To review essential principles of AICPA Code of Professional Ethics.
  • To review ethical issues specific to public accounting.
  • To create a framework for life application.
Credits: Behavioral Ethics 2, Personal Development 2, Specialized Knowledge 4
11:45am - 1:15pm
$0.00

For those joining us for the Annual Business Meeting and Awards Ceremony, but not CPE.


Instructors

Sheila Balzer

Sheila Balzer, CPA, CGMA, is an audit partner based in SingerLewak’s Denver office. She provides assurance services (audits, reviews, compilations, and due diligence) to clients and is a frequently-requested speaker on financial literacy for volunteers serving in board or committee oversight roles in the credit union and non-profit arenas. She currently serves as a Director on the Board of the American Institute of CPAs (AICPA) and Oklahoma's Board Liaison to the AICPA. She also holds leadership roles in the AICPA on its Council and Accounting & Review Services Committee. In Colorado she has also served as the Chair of the Colorado Society of CPAs and the Colorado Society of CPAs Educational Foundation. Balzer was nominated as an Outstanding Women in Business by the Denver Business Journal and was named a Women to Watch by the Colorado Society of CPAs.

James S. Denton

James S. Denton, CPA, is a graduate of the University of Central Oklahoma and has been with Arledge & Associates since 1984 performing audit, income tax and consulting services for clients. During most of his 30-plus year tenure at Arledge & Associates, he has directed the firm's wide range of tax, audit and consulting engagements. Since 2008, Denton has served the firm in an executive capacity.

Additionally, he’s served in various roles with the OSCPA, GFOA and the Oklahoma Accountancy Board. Currently, he serves as treasurer for the Oklahoma Venture Forum, a president-elect of the Edmond Chamber of Commerce and director-at-large for the OSCPA. He also served a full term as a commissioner of the Oklahoma Incentive Evaluation Commission. Denton serves as a mentor annually for UCO’s 2BLeaders program as well as the College of Business’s Accounting Curriculum Advisory Committee.

Justin Jones-Fosu

Justin Jones-Fosu, MBA, CSP, is a full-time family man who also happens to be a business speaker, social entrepreneur and meaningful work researcher. His is the founder and CEO of Work. Meaningful. where he combines more than a decade of leadership in Fortune 500 companies, his real-life experience and research to help global organizations create new rhythms of sustainable excellence, profitability and engagement. Speaking more than 60 times a year, Justin speaks and leads workshops and training with companies, organizations and associations in the United States and internationally on meaningful work and workplace engagement.

Blaine M. Peterson

Blaine M. Peterson, CPA, J.D., is the president and CEO of the Oklahoma Society of Certified Public Accountants. Peterson is a member of the OSCPA, the American Institute of Certified Public Accountants and Oklahoma Bar Association. Peterson received his bachelor’s degree in accounting from the University of Oklahoma as well as his juris doctorate, also from the University of Oklahoma. He is a certified public accountant and licensed attorney. Blaine has been an OSCPA member for more than 20 years and previously served as a director at large for the OSCPA Board of Directors and board liaison to the OSCPA’s Taxation, Personal Financial Planning and Business Valuation/Forensic & Litigation Support Committees.


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