2572  |  OSCPA Live  |  December 15

OSCPA's CPE Blowout - Norman - In Person

Thursday, December 15, 2022 8:30am - Friday, December 16, 2022 4:30pm

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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 Norman? We are also hosting this event virtually.

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 15, 2022

Select One and Only One
8:30am - 12:00pm
$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
Credits: Taxes 4
Instructors:
8:30am - 12:00pm
$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 legislation and recent accounting pronouncements on CPAs in industry
Credits: Accounting 2, Taxes 2
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 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 good for the organization. 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 an organization
  • Apply what we have learned from the COVID-19 pandemic for a positive impact on an organization
Credits: Finance 4
Instructors:
1:00pm - 4:30pm
$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 current planning issues for businesses
  • Understand how recent legislation impacts planning for pass-throughs
  • Understand what pass-throughs can do in light of tax law changes
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 16, 2022

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

The pandemic has shown us that our planning process must be far nimbler 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!

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
Credits: Management Services 4
Instructors:
8:30am - 12:00pm
$175.00

Which technology trends will impact you and your business? What emerging technologies will potentially help you to address security and efficiency? What does the future of communication technology have in store for you? Get answers to these and other questions by participating in K2’s Technology Update.

Objectives:

  • Identify major hardware trends and software developments
  • List examples of technologies that can improve communications and data transfers
  • Differentiate between various communication tools and platforms
Credits: Information Technology 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

Risk management is a necessary tool for all organizations, but often overlooked by small businesses. In this program, we will briefly look at the concept of risk management and then delve into how to identify, evaluate, and mitigate specific risks. In each area, we will explore what our experiences of the pandemic have taught us about this part of risk management. Through the use of case studies in each type of risk, we will explore how both for-profit and not-for profit organizations would develop a structure to deal with certain specific types of risk.

Objectives:

  • Understand the concepts of risk management and how they apply to the small organization    
  • Recognize how we could have been better prepared for the pandemic
  • See how all risks end up as part of financial risk management
Credits: Management Services 4
Instructors:
1:00pm - 4:30pm
$175.00

Most of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course focuses on the special concerns and techniques the practitioner needs to thrive in this market.

Objectives:

  • Understand how the strategies and techniques in business-related tax planning are modified for pass-throughs
  • Understand the special problems when transactions involve the business, its investors, and related businesses and individuals
Credits: Taxes 4
Instructors:
1:00pm - 4:30pm
$175.00

Excel is the accountant’s tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your experience level, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel.

Objectives:

  • Implement tools and techniques for formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting
  • Customize Excel’s user environment, including the Ribbon and the Quick Access Toolbar, adjust Excel’s Options to improve efficiency, and create and use Templates to increase efficiency and productivity
  • Utilize various formula building tools to create formulas more efficiently and create multiple types of formulas, including formulas to manipulate text and dates, formulas containing VLOOKUP and HLOOKUP functions, formulas that contain conditional calculations, and formulas that contain circular references
Credits: Computer Software & Applications 4
Instructors:
1:00pm - 4:30pm
$0.00

Instructors

Jason Carney

Jason Carney, CPA, CISA, PMP, CISSP, CCSP, Esq. is a Lead Information Security Analyst with Thomson Reuters. He has more than 15 years of experience in public accounting, consulting and industry. His specialties include information security, tax problem resolution and data analysis. Carney has worked in Federal Finance, Information Security and Tax.

He is a member of the Minnesota Bar and was a President’s Scholar at the University of Saint Thomas Law School. Carney co-founded the Scott County Conciliation Clinic and represents impoverished debtors pro bono in association with the Volunteer Lawyers Network. He wrote “What is Business Intelligence and Why Should CPAs Care?” for Footnote and contributed to the upcoming What Every Lawyer Needs to Know About Client Trust Accounts.

Michael Frost

Mike Frost, CPA, is an associate and shareholder of MDA Professional Group, P.C. and has been with the Albertville office since 1989. Currently a tax partner, he specializes in all areas of income tax and small business consulting including but not limited to: business and individual income tax preparation and planning, estate and retirement planning, estate, gift, and trust tax preparation, small business consulting, Medicare planning and other elder care, audit representation, religious groups and clergy.

Frost has conducted CPE engagements and seminars for the Alabama Society of Enrolled Agents and the Childcare Resource Network of Alabama and is an instructor for the Alabama Society of Certified Public Accountants. Mike has served as technical advisor for tax articles for the Sand Mountain Reporter newspaper, and has been a regular on the public speaking circuit.

Mike graduated with "high honors and distinction" from Jacksonville State University with a major in accounting and a minor in finance and a 4.0 GPA. He is a member of the American Institute of Certified Public Accountants, the Alabama Society of Certified Public Accountants, and the Accountants Global Network, International. In addition, he is a graduate of the Tax Planning and Advising for Closely Held Businesses Certificate of Educational Achievement Program sponsored by the AICPA.

Mike is an ordained minister and pastor. He enjoys music, and is a vocalist in a local Christian band. He is also active in his community as an Albertville Rotarian. Mike resides in Albertville, Alabama with his wife, Kay, and two children, Dylan and Sarah.

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.

Stephen M. Yoss

Stephen M. Yoss, Jr., CPA, is the partner, and principal of Devmatics, LLC, a software development company that focuses on solving problems through the implementation of technology. Stephen has consulted with several companies on how to lower overhead, personnel and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity in order to increase efficiency and productivity.

Stephen began working with technology at age ten, and started his first IT company at age 13, designing web applications for local businesses. He has presented to thousands of practitioners nationwide on topics such as cloud computing, mobile technology, spreadsheet design and best practices, information security, identity theft prevention and many more.


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