2563W  |  Virtual Training  |  Update  |  Scheduled

OSCPA's Annual Members Meeting - VIRTUAL

Friday, September 17, 2021 8:25am - 5:10pm

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COVID-19 Update: Please know the OSCPA takes the health and comfort of our members and event attendees very seriously. We are closely monitoring the COVID-19 health crisis and are cautiously evaluating our decisions daily in order to provide the safest option for you. We are currently planning to offer both in-person and live stream options for the Annual Members Meeting, but due to the ever-changing nature of the pandemic, it may be necessary to offer an online-only version in the future. If that happens, we will notify you immediately. If you have any questions, please contact us at cpe@oscpa.com.

There is no place like home! Which is why we are excited to celebrate together at OSCPA's 103rd Annual Members Meeting, on Friday, September 17th.  

Though the pandemic has been tough, over the last year and a half, OSCPA members displayed plenty of courage, brains and heart. Join us as we share our achievements, celebrate our award winners and follow a path to new beginnings.

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


In-Person Option: Would you rather celebrate with us in person? Register here to join us in Tulsa.

Instructors


Designed For

Oklahoma CPAs, award recipients and their guests.


The price of this course is dependant on the session fees, optional add-ons and guest registrations.

Sessions

Friday, September 17, 2021

Select One and Only One
8:20am - 10:00am
$0.00
8:20am - 10:00am
$85.00

Recommended for 2 hours of CPE - Do you find that your work and daily life can become mechanical or routine? Uncover how to either rekindle or discover the spark you desire in your career and life. Based on Amy Vetter’s book, Business, Balance & Bliss: How the B3 Method Can Transform Your Career and Life, you will learn valuable insights and tips, backed by scientific research, on how to align your authentic self with the work you do. Expect to come away with the tools and inspiration to: create your own sense of work-life harmony, uncover your inner talents and passions, learn to be more present and productive at work and home, and gain an understanding of how to develop the technology practices (and boundaries) to put in place to lead a more mindful, connected and fulfilled life.

Objectives:

  • Learn how to eliminate the stress of trying to achieve work-life balance, by instead creating work-life harmony.
  • Discover your inner talents and passions and align them with the work you do.
  • Integrate mindfulness into how you work yourself and with your teams.
  • Develop healthy technology practices for better human connection.
  • Become a more empathetic, authentic leader and colleague.
  • Build long-lasting prosperous business relationships.

Bonus:

Attendees will be given a free 30-day subscription to The B3 Method Institute to receive 5-10 minutes of learning content which includes exercises and guided meditation videos each week to practice what was learned in the session.

Credits: Business Management & Org. 2
Instructors:
Select One and Only One
10:10am - 11:50am
$85.00

Recommended for 2 hours of CPE - Join AICPA Chair, Bill Pirolli, CPA, as he reviews the professional issues of the day and addresses future changes and opportunities in the profession.

Objectives:

  • Discuss current professional issues.
  • Learn about future issues affecting the profession.
Credits: Specialized Knowledge 2
Instructors:
10:10am - 11:50am
$0.00
Select One and Only One
1:40pm - 3:20pm
$85.00

Recommended for 2 hours of CPE - Confused how McGirt v. Oklahoma might affect your clients? A special subgroup of the OSCPA’s Taxation Committee has been working hard to find answers.

Objectives:

  • Learn about the latest developments in the McGirt tax issue.
  • Discuss refund opportunities.
  • Explore procedures and professional responsibilities when filing protective refund claims.
Credits: Specialized Knowledge 2
1:40pm - 3:20pm
$0.00
Select One and Only One
3:30pm - 5:10pm
$85.00

Recommended for 2 hours of Ethics CPE - Participants will learn essential ethical principles important for CPAs.

Objectives:

  • Become reenergized and engaged regarding the importance of ethics.
  • Obtain a refresher of applicable ethic standards and requirements.
Credits: Behavioral Ethics 2
Instructors:
3:30pm - 5:10pm
$0.00

Instructors

Andy B. Cromer

Andy Cromer, CPA, is a director with HSPG & Associates out of Oklahoma City. With more than 25 years in the profession, Andy has worked with a diverse client base that includes local governments, Indian tribes, manufacturing and nonprofits. Andy is a frequent speaker at various OSCPA sponsored events and training sessions.

Sheppard F. Miers

Sheppard F. Miers, Jr., CPA, JD, LLM, is currently a shareholder in the law firm of Gable & Gotwals, a Professional Corporation, Tulsa, Okla. He practices in the areas of federal and state taxation, estate planning, qualified pension and profit-sharing plans, deferred compensation and employee benefits law.

Mark O. Neumeister

Mark Neumeister, CPA, CGMA, is the director of tax services at D.R. Payne & Associates, Inc. in Oklahoma City, where he is responsible for all aspects of the firm's tax services. An OSCPA member for more than 24 years, Neumeister has served on the OSCPA's Continuing Professional Education, Business Valuation/Forensic & Litigation Support, Small Firm Practitioners and Taxation committees.

Jason P. Oelrich

Jason Oelrich, CPA, serves as the head of the tax department for the Eide Bailly office in Tulsa, where he leverages more than 25 years of professional experience as a CPA in public accounting and private industry to help clients maximize their success. He specializes in federal and state tax credits and incentives, having helped monetize more than $100M in federal and state tax credits. Jason assists buyers and sellers with tax planning considerations of M&A transactions, and provides tax services to public companies and closely held businesses in a variety of industries including renewable energy, real estate, telecommunications, manufacturing, construction, and automobile dealerships. He is a frequent presenter on taxation updates and investment tax credits.

William Pirolli

William (Bill) Pirolli, CPA/CFF/PFS, CGMA, is the Vice Chair of the American Institute of CPAs (AICPA).

Over his 40-year career, Pirolli has served in several volunteer roles: the AICPA Board of Directors, the Association of International Certified Professional Accountants (Association) Board of Directors, the AICPA MAP Committee, the AICPA Small Firm Advocacy Committee, AICPA Council, the Association Nominating Committee, the ENGAGE Planning Committee and the AICPA Relations with the Bar Association Committee. He is a Past Chair of the AICPA/PCPS Executive Committee, serving that committee for nine years. Pirolli recently received the AICPA Sustained Contribution Award for 20 years of continued volunteer service to the profession.

Pirolli is a partner at DiSanto Priest & Co, CPAs, a multi-disciplinary accounting and financial services organization in Warwick, RI. He maintains an active client base and focuses on trusted advisor services such as estate and succession planning, mergers and acquisitions, financing and litigation support, as well as traditional tax, accounting and advisory services.

He is past president of the Rhode Island Society of CPAs, where he served on numerous committees during 20 years of volunteer service. He was president of the Central RI Chamber of Commerce and served on the board of The Kent County Mental Health organization.

Pirolli is a frequent local and national speaker on issues related to the future of the CPA profession, firm practice management and future leadership.

David T. Potts

David T. Potts, JD, is a shareholder at the law firm Hall Estill. He is an expert who specializes in sales and use tax, withholding tax, mixed beverage tax, motor fuel tax, franchise tax, gross production tax, income tax, employment tax, property tax, excise tax, ESOP's, estate/trust tax and criminal taxation. For the past fifteen years he has worked extensively with numerous clients to resolve a multitude of tax related issues.

Mel Schwarz

Mel Schwarz, JD, CPA, has more than 37 years of experience in the world of tax legislation in Washington, D.C., including six years spent on the staff of the Joint Committee of Taxation. He is a past chairman of the Tax Legislation Committee of the AICPA, and former member of its Tax Executive Committee. He received his B.A. from SMU, his J.D. from the University of Michigan and his Masters in Professional Accounting from the University of Texas.

Amy Vetter

Amy Vetter, CPA is accountable for developing and executing the education strategy for Xero worldwide, such as Xero University (XeroU). Her role includes creating global consistency for the creation and management of training programs for Xero’s accounting partners, implementation partners and customers. Prior to Xero, she was the CPA Programs Leader for Intacct Corporation and performed many roles in the accountant professional division with Intuit, Inc

Additionally, Amy has experience running client accounting services practices, whether it be her own company or as a Partner in a CPA firm. She has authored a number of accounting technology reference materials and has been a contributor and a national speaker on financial and technology topics at conferences and universities throughout the United States.

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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