2572  |  Virtual Training  |  Update  |  Scheduled

OSCPA's CPE Blowout - Oklahoma City - In Person

Thursday, December 16, 2021 8:30am - Friday, December 17, 2021 4:30pm

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IMPORTANT NOTE: In accordance with current CDC guidelines, the OSCPA encourages all attendees to wear a mask when indoors. We will make every effort possible to host this event live. However, situations outside of our control may arise that will require this event be moved to a virtual-only event.   

The OSCPA's CPE Blowout will feature popular courses from national speakers. Build your own schedule by choosing from 12 different four-hour courses covering hot topics and updates in management, taxation, technology, financial planning, accounting, auditing, ethics and compilations. Register today to get up to 16 hours of recommended CPE in just two days! 

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


Can't Join Us in Oklahoma City? We are also holding this event virtually

Sleeping Rooms: Sleeping rooms are available at the Embassy Suites Downtown for $134/night. Please contact the Embassy Suites Downtown at 405-239-3900 and let them know you are with the OSCPA CPE Blowout event to secure the room rate.  

Meals not provided for this event.

Instructors


Designed For

CPAs in public practice and industry.


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

Sessions

Thursday, December 16, 2021

Select One and Only One
8:30am - 12:00pm
$175.00

If you are a practitioner who wants the latest information on tax changes affecting your business clients
or employers, then you should take this enlightening course. You will learn invaluable knowledge,
strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning
opportunities available to S corporations, partnerships, LLCs, and LLPs. Continually updated to reflect
enacted legislation.

Objectives:

  • Understand the major current planning issues for businesses
  • Understand how COVID-19 legislation impacts planning for pass-throughs
  • Understand what pass-throughs can do in light of tax law changes
Credits: Taxes 4
Instructors:
8:30am - 12:00pm
$175.00

All organizations are looking for ways to gain an advantage over the competition. This practical and interactive session will present a toolkit of ideas to help CFOs, controllers and finance professionals better position their organizations for the future. We know change is occurring at an exponential rate, and that has proven to be the case in all areas of finance, management, and leadership over the past year. The course deals with these new issues and will continue to be updated as necessary throughout the year. Become the “financial hero” of your organization and make a positive impact on the bottom-line.

Objectives:

  • Make better financial decisions that have a positive impact on the organization
  • Lead the organization into the rapidly changing decade
  • Apply what we have learned from the COVID-19 pandemic for a positive impact on the organization
Credits: Finance 4
Instructors:
8:30am - 12:00pm
$175.00

This course provides a comprehensive review of all of the requirements necessary to properly conduct a compilation engagement under SSARS. The impact of SSARS 21 and the changes to practice will be a focal point. This course is recommended to fulfill four hours of the Oklahoma Accountancy Board’s compilation requirement.

Objectives:
  • Provide a comprehensive overview of Compilation Standards in AR-C 70
  • Understand changes to the compilation engagement as a result of SSARS 21
  • Introduce documents and templates that will improve quality and profitability of your compilation practice
Credits: Compilation 4
8:30am - 12:00pm
$0.00
12:00pm - 1:00pm
$0.00
Select One and Only One
1:00pm - 4:30pm
$175.00

In this session we will tackle pressing issues at a “need to know” level and then discuss the practical implications. You will come away armed with the “big picture.” Preparedness is half the battle, so do not miss this critical briefing.

Objectives:

  • Understand the impacts of major tax reform and recent accounting pronouncements on CPAs in industry
Credits: Finance 4
Instructors:
1:00pm - 4:30pm
$175.00

This highly informative course will bring you up-to-speed on the latest in individual tax law
developments and the corresponding or responsive planning opportunities available to your clients.
You will come away from the course ready to educate your individual tax clients and implement taxsavings
ideas that will serve their ever-evolving needs. Continually updated to reflect enacted
legislation.

Objectives:

  • Understand strategies and tactics to use in light of new legislation
  • Understand how to nail down valuable deductions and other reductions to the tax base
Credits: Taxes 4
Instructors:
1:00pm - 4:30pm
$175.00

This course is recommended to fulfill four hours of the Oklahoma Accountancy Board’s ethics requirement.

Objectives:

  • Introduce the online Code of Professional Conduct
  • Provide a comprehensive overview of the ethics rules that apply to members in both public practice and industry, including case studies
  • Discuss any proposed changes to the Code of Professional Conduct
Credits: Behavioral Ethics 4
1:00pm - 4:30pm
$0.00

Friday, December 17, 2021

Select One and Only One
8:30am - 12:00pm
$175.00

One of the major transactions CPA clients enter into is a purchase or disposition of a business. To help tax professionals in advising those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help practitioners and industry CPAs understand structuring techniques. All CPAs, including controllers and executives in industry, should understand how difficult the process of buying and selling a business has become.

Objectives:

  • Understand the CPA’s role in the beginning of the transaction and throughout the process
  • Identify the different tax consequences for various forms of acquired businesses
  • Identify the tax consequences to the seller of various forms of businesses, including the impact of the Net Investment Income Tax (NIIT) and the §199A pass-through deduction
  • Appreciate §338 and §338(h)(10) elections and the benefits of installment sales
Credits: Taxes 4
Instructors:
8:30am - 12:00pm
$175.00

In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, and on the other hand they need the best skills to motivate, manage, and lead people. Being pigeon-holed into one area or another is neither good for career building nor for the good of the organization. This reality has proven to be even more true with the advent of COVID-19. We'll cover the latest issues that all CFOs and controllers need to know about and provide how-to guidance to allow for immediate use in their organizations.

Objectives:

  • Understand the current issues and latest trends impacting CFOs, controllers, and finance professionals
  • Understand how domestic and global economic conditions could impact the organization
  • Apply what we have learned from the COVID-19 pandemic for a positive impact on the organization
  • Be familiar with the results of the case studies and exercises that reinforce key learning points throughout the course
Credits: Finance 4
Instructors:
8:30am - 12:00pm
$175.00

In today’s business climate, data is king! Organizations of all sizes are collecting and managing more data than ever, and that trend is sure to continue. In this environment, the number of apps, services, platforms, etc. that we use also increases every year. Thus, there is a need to standardize, streamline, and optimize our ability to manage the ever-growing list of systems and their data, and in this session, you will learn how to do precisely that.

Conquering your data can help improve efficiency, effectiveness, and reduce cost and errors within your organization. In this course, you will learn various ways of sharing data easily between different applications, platforms, and services. Further, you will learn about various tools, desktop application functionalities, and programming tools to manage this process. Participate in this session so that you can truly integrate your data and reap the benefits of improved efficiency and control.

Objectives:

  • Define and identify where your organization keeps its data and how to access that data 
  • List various tools, services, and programs to manage data and share it with other systems 
  • Identify the cost and benefits of various data sharing techniques and approaches 
  • Construct and build data sharing and integration processes using widely available tools such as Power Query, Power BI, and more
Credits: Computer Software & Applications 4
Instructors:
8:30am - 12:00pm
$0.00
12:00pm - 1:00pm
$0.00
Select One and Only One
1:00pm - 4:30pm
$175.00

Did 2020 show us that planning doesn’t work? It might seem that way. But, obviously some organizations survived far better than others due to their ability to handle unexpected change. Forecasting and budgeting are two words that often draw an adverse reaction from many financial professionals; let us help you turn that frown upside down with our innovative approach to planning and budgeting. The pandemic has shown us that our planning process must be far more nimble and allow our organization to shift rapidly. We'll move beyond the traditional techniques and show you easier ways to complete the process while cutting out the political pitfalls that end up causing a lack of accountability and can be demotivating to the staff. During the seminar we will cover such topics as the sales/income plan, capital equipment planning, the “one-year operating plan” (formerly referred to as a budget), the “monthly operating plan,” cash planning, risk planning, and much more! Join us for this seminar as we help you streamline your forecasting and budgeting processes, which turns into a win-win for the employees and the organization.

Objectives:

  • Develop a one-year operating plan (formerly referred to as a budget)
  • Avoid the political pitfalls that often come with the forecasting and budgeting processes and inhibit change
  • Maximize the usefulness of the forecasts developed for the organization
  • Perform a financial risk analysis
  • Perform an EVA analysis (PV, ROI and Modified ROI)
  • Be familiar with the results of the case studies and exercises that reinforce key learning points throughout the course
Credits: Management Services 4
Instructors:
1:00pm - 4:30pm
$175.00

The leading edge of the Baby Boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad other related retirement planning issues.

Objectives:

  • Identify who is entitled to retirement benefits and in what amounts.
  • Summarize the factors one must consider in determining when to take benefits.
  • Discuss the taxation of Social Security benefits and how this impacts other income tax planning.
  • Identify and describe the potential effects of retirement and estate planning strategies.
Credits: Taxes 4
Instructors:
1:00pm - 4:30pm
$175.00

With approximately 500 functions now available in Excel, it is easy to overlook some of the newer and more powerful tools available. But, if you do that, your productivity will suffer. In this session, you will learn how you can take advantage of many of Excel’s more advanced features – some of which are new, and some of which are legacy – to elevate your productivity to higher levels.

In this session, you will learn about many of Excel’s newer tools, including  XLOOKUP, SUMIFS, SWITCH, and STOCKHISTORY. Also included in this session are discussions of advanced financial functions, such as IPMT and PPMT, and how to retrieve summarized data easily using GETPIVOTDATA and CUBEVALUE.  Additionally, you will learn how to make sophisticated calculations easier with Dynamic Array formulas, how to harness the power of the AGGREGATE function, and how to create more accurate forecasts with Excel’s FORECAST.ETS function.  No matter your level of experience working with Excel, participating in this course is sure to help you work more efficiently and effectively in Excel.

Objectives:

  • List examples of best practices for constructing formulas in Excel spreadsheets
  • Identify situations in which each of the following functions might be useful: SUMIFS, SWITCH, and STOCKHISTORY
  • Distinguish between the XLOOKUP function and legacy Excel functions such as VLOOKUP, HLOOKUP, INDEX, and MATCH
  • Cite examples of when using Dynamic Arrays would be useful
  • Differentiate between Excel’s AGGREGATE and SUBTOTAL functions
  • Identify conditions in which the FORECAST.ETS function is preferable to the FORECAST function
Credits: Computer Software & Applications 4
Instructors:
1:00pm - 4:30pm
$0.00

Instructors

John Kilroy

John Kilroy is a managing member of iValue Financial Planning LLC, located in the Philadelphia, Pennsylvania area. John engages clients in financial and tax planning, as well as preparing tax returns for individuals, corporations, partnerships, estates, and trusts. John is a CPA and a CFP® practitioner. He is a 1979 graduate of Villanova University with a BS in Accounting. John is a member of the Pennsylvania Institute of Certified Public Accountants and the Financial Planning Association (FPA). Within the FPA, John has served as a board member of the Philadelphia Tri-State chapter and on its education and finance committees. John is an adjunct faculty member for the Temple University Certificate of Financial Planning Program. He is a frequent speaker and facilitator on tax and financial planning topics. John has been quoted in the Wall Street Journal, MarketWatch.com, and USATODAY.com. He has written for the Journal of Financial Planning, and is a contributor to Retirement Weekly. John has also discussed financial and tax planning issues on various radio outlets.

Mac A. McClelland

Mac McClelland, MBA, JD, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, La., and Network Management Group of Hutchinson, Kan. Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting. He gained his practical experience in information systems with the National Aeronautics and Space Administration, and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence. MCClelland has been published in leading business and practitioner journals, including Computers in Accounting, Journal of Accounting Education, and the top rated Journal of Accounting Research.

Kurt G. Oestriecher

Kurt G. Oestriecher, CPA is a partner with Oestriecher & Company CPAs in Alexandria, La., and is the partner in charge of accounting and auditing. He is Past-President of the Louisiana Society os CPAs and has served on numerous LCPA and AICPA Committees. He has facilitated CPE courses since 1992 and has received the AICPA Outstanding Discussion Leader Award 13 years and the LCPA Outstanding Discussion Leader Award four times.

Curtis Quickel

Curtis J. Quickel, CPA, MBA, is an individual practitioner in Little Rock, Arkansas. Before establishing his own practice, he worked several years in industry as a corporate controller. As a retired Lieutenant Colonel from the U.S. Army Reserves, he taught courses at the U.S. Army Command and General Staff College in Ft. Leavenworth, Kansas. He also completed three combat tours in Iraq, Kuwait and Afghanistan. He is a past president of the Central Chapter of the Arkansas Society of CPAs and Past Chairman of the Industry and Commerce Committee. Quickel is also a past recipient of the Arkansas Society of CPAs Outstanding CPA in government award.


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