2577  |  In Person Training  |  Update  |  Scheduled

Value Conference

Wednesday, September 25, 2019 8:30am - 4:30pm

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One of the OSCPA’s newest conferences is back this year and features sessions in ethics, cannabis accounting, cryptocurrency and fraud. Join us for the 2019 Value Conference and hear from four subject matter experts for one unbeatable low price!  

SIMULCAST: Can't make it in person? Join us virtually by registering for our simulcast option!

HOTEL ACCOMMODATIONS: Please refer to our Facilities page for recommended area hotels.

PARKING: Self parking is available at no charge to all attendees.

Instructors


Designed For

Budget-minded CPAs in industry and public accounting


Your Price: $299.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. This price includes the early-bird discount. Full prices will be applicable to all registrations after September 4, 2019.

Members log in and save $100.00 on this event. Not a member? join today.

Sessions

Wednesday, September 25, 2019

7:30am - 8:30am
$0.00
8:30am - 10:10am
$0.00

Ethical values are a part of our daily lives and they establish a framework for our behavior in dealing with people and situations.

  • Review the origin and evolution of ethics.
  • Examine the application and interpretation of ethics in an accounting and business environment.

Note: This session is recommended to fulfill two hours of the Oklahoma ethics requirement.

Credits: Behavioral Ethics 2
Instructors:
10:10am - 10:25am
$0.00
10:25am - 12:05pm
$0.00

The business dynamics of cannabis accounting can be confusing. This session will cover tax challenges and other topics to help you easily navigate the world of accounting for the cannabis industry. 

  • Discuss issues associated with providing services to marijuana-related businesses.
  • Understand the business risks associated with being both a direct and indirect participant in Oklahoma’s medical marijuana industry.
  • Discuss the tax issues associated with the medical marijuana industry.
Credits: Specialized Knowledge 2
Instructors:
Select One and Only One
12:05pm - 12:50pm
$0.00
12:05pm - 12:50pm
$0.00
12:50pm - 2:30pm
$0.00

This session will explore the basics of cryptocurrency including, terminology, buying and selling, security, mining and tax aspects.

  • Gain an understanding of how cryptocurrency functions as a medium of exchange.
  • Explore the basic functions of blockchain.
  • Learn how cryptocurrency can be used in everyday business and personal transactions.
Credits: Information Technology 2
2:30pm - 2:45pm
$0.00
2:45pm - 4:25pm
$0.00

Utilizing case studies, this presentation will look into the minds of fraudsters and evaluate how the organization contributes to the commission of the fraud.

Objectives:

  • Identify the traits common to fraud perpetrators
  • Evaluate case studies to identify organizational weakness that increases fraud risk
Credits: Auditing 2
Instructors:
4:25pm - 4:30pm
$0.00

Instructors

Stephen C. Lopp

S. Christopher Lopp, CPA, is the founder of Financial Forensics & Investigations Group in Tulsa. He is the chairman of the OSCPA's Business Valuation/Forensic & Litigation Support Committee. He is also a member of the national American Institute of Certified Public Accountants ABV (Accredited in Business Valuation) Credential Committee.

Lopp is currently a part-time Juris Doctor candidate at The University of Tulsa College of Law and holds an undergraduate degree in accounting and master’s in business administration from The University of Tulsa. He is a CPA with an accreditation in business valuation and holds the Certified in Financial Forensics and Certified in Entity and Intangible Valuations (CEIV) designations from the AICPA, a Certified Fraud Examiner from the ACFE, a Master Analyst in Financial Forensics with an emphasis in commercial damages and lost profits from NACVA. Lopp is a State of Oklahoma Licensed Private Investigator.

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.

James H. Small

Jim Small, CPA, MBA, CGMA, is the controller for Drysdales, Inc., a Tulsa-based retailer with a catalog and internet distribution facility. His prior experience includes controller, treasurer and vice president of finance positions with several regional oil and gas production and service companies. He worked in public accounting as an auditor with Deloitte on engagements for both public and private clients for 10 years. Additionally, Small serves on the OSCPA Professional Ethics Committee and in numerous positions in the OSCPA Tulsa Chapter.

James B. Walters

Brian Walters, CPA, has more than 10 years of executive finance and accounting experience. He has proven success in both accounting and finance responsibilities including leading accounting, finance and administrative teams in very diverse industries. His experience includes pipeline construction, equipment rental, an equipment dealership and manufacturing. Walters has contributed his expertise to established companies, start-ups and turnarounds. His accounting firm, James B. Walters, CPA, PLLC, serves the cannabis industry and focuses on providing customized solutions, including controller functions, consulting and tax preparation, to companies at every stage of growth and segments of the vertical. Walters is lifelong Oklahoman with a bachelor’s in finance and a Master of Business Administration from the University of Oklahoma.


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