2577  |  In Person Training  |  Update  |  Scheduled

Summer Summit - VIRTUAL

Thursday, August 27, 2020 8:30am - 4:30pm

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Pandemic Update: With all the changes this pandemic 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 Pandemic and OSCPA CPE: What to Expect page for more information.

Take a break from the heat and come learn with us at this year's BRAND NEW Summer Summit!

Our Summer Summit is recommended for eight hours of CPE and will cover the following topics:

  • Streamlining Your Technology
  • How a Farm Boy Became a Millionaire
  • Charting a Course for Success: How to Seek and Sustain the Best Version of You!
  • COVID-19 Tax Update

Instructors


Designed For

CPAs in industry and public accounting


Your Price: $349.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. This price excludes the early-bird discount. Early-bird registration ended August 6, 2020.

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

Sessions

Thursday, August 27, 2020

8:30am - 10:10am
$0.00

Efficiency can be increased in a number of ways and should be evaluated if you're starting to feel like your workplace is on the verge of spiraling into chaos. This session will offer best practices when it comes to streamlining your technology to increase productivity.

  • Learn how to efficiently work, communicate and deliver results effectively between the firm team members and clients.
  • Define and create a system where your processes are efficient, consistent and portable.
  • Evaluate technology that allows you to communicate internally and externally, work remotely without interruption and receive and deliver information securely.
Credits: Computer Software & Applications 2
10:25am - 12:05pm
$0.00

David was a farm hand at the Lazy E Arena. His girlfriend dragged him into my office thirty years ago. I outlined a 7-Step plan for him to become a millionaire. He listened and started with $100 per month - an enormous amount for him at the time. He has come into the office every year for his annual review and followed the advice. This year we celebrated he was more than a millionaire.

  • Learn the most important step in the financial planning process and it is not financial.
  • Discuss the number one reason people fail financially and again it is not financial.
  • Understand how to invest wisely for long-term accumulation.
Credits: Financial Planning 2
Instructors:
12:50pm - 2:30pm
$0.00

This interactive, thought-provoking session will guide you through the establishment of a clear and concise method for goal attainment both professionally and in life beyond. It also will share insight on identifying and avoiding the distractions that can be detrimental to your personal journey.

  • Determine what is most important to achieve professionally and personally.
  • Learn how to create effective balance in life.
  • Discover proven methods to stay on track and loyal to self.
  • Incorporate an effective, polite way of saying “no” to unimportant distractions.
Credits: Information Technology 2
Instructors:
2:45pm - 4:25pm
$0.00

Each day brings new questions and answers as the COVID-19 crisis continues to unfold in Oklahoma. This session will offer information on the latest developments to keep you up to speed.

  • Analyze this year's series of tax relief acts including the Families First Coronavirus Response Act, CARES Act, etc.
  • Review tax relief provisions related to COVID-19.
  • Learn tax planning strategies relevant to the current environment.
Credits: Taxes 2

Instructors

Cynthia L. Cox

Cynthia Cox, CPA, is president of Cox Holsted & Associates PC and Payroll Vault of Oklahoma City. At Cox Holsted she works with small business owners on a monthly basis. She is a graduate of Oklahoma State University and has been a CPA for close to 30 years. She works two days a week for No Boundaries International, a non-profit that works with victims of human trafficking and the homeless in the Oklahoma City area. Ms. Cox is also active with community organizing and in her church.

John C. Harned

John Harned, CPA, is the director of life plan communities for BKD CPAs and Advisors. He was ordained a minister in 2017 and holds a bachelor and masters of science from Oklahoma State University and a masters in theological studies from Ava Maria University. Harned is a CPA and a licensed nursing home administrator in the state of Oklahoma.

Douglas C. Holsted

Douglas Holsted, CPA, has been a principal at Cox Holsted & Associates since 2006. He has more than 30 years of experience with publicly and privately held clients. Holsted has a master's degree in taxation from DePaul University and a bachelor's degree in accounting from the University of Central Oklahoma. He serves on multiple nonprofit and publicly traded company boards and is active in community organizing and church outreach programs.

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.

Randy L. Thurman

Randy Thurman, CPA/PFS, CFP®, is the CEO of Retirement Investment Advisors, Inc. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Public Accountant, and a personal financial specialist who entered the asset management and planning business in 1986. Thurman is a member of the South Oklahoma City Rotary Club, the Greater Oklahoma City YMCA Board of Directors and the Oklahoma Society of CPAs. In 2012, Randy was named the Outstanding CPA in Financial Planning by the Oklahoma Society of CPAs. He holds four degrees, including an MBA from Oklahoma State University. He also taught fundamentals of investing at Oklahoma City Community College for 11 years and has conducted numerous money management seminars for adult education at various locations across the Oklahoma City metro. He is the author of several books, including The All-Weather Retirement Portfolio, More Than a Millionaire and most recently releasing The Worry-Free Retirement Guide to Finding a Trustworthy Financial Advisor.


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