3000  |  In Person Training  |  Update  |  Scheduled

Small Firm Practitioners Summit

Friday, November 22, 2019 8:30am - 4:30pm

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NEW THIS YEAR! OSCPA's Small Firm Practitioner's Summit is dedicated specifically to assisting small firms with sessions in data security, marijuana taxation, increasing the value of your firm and tips on working with the Oklahoma Tax Commission. Join us for the 2019 Small Firm Practitioners Summit all day or pick and choose the sessions as you see fit!  

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.


  • Jeffery D. Trevillion

Designed For

Small firm practitioners and CPAs working in small public accounting firms.

Your Price: $0.00

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 October 31, 2019.


Friday, November 22, 2019

7:30am - 8:30am
8:30am - 10:10am

Working with the Oklahoma Tax Commission (OTC) is a big part of every practitioner's life. If you've ever wondered how to more effectively work with the OTC this session is for you.

  • Discuss ways to improve interactions with the OTC.
  • Review frequently asked questions regarding working with the OTC. 
  • Learn how to maximize time spent with the OTC.
Credits: Taxes 2
10:10am - 10:25am
10:25am - 12:05pm

Succession planning is top of mind for many practitioners and proactively increasing the value of your firm is an important step in the process. Whether due to new commitments or eventual retirement, most owners will move on from the firms they create. In this session you will:

  • Discuss ways to increase the value of your firm.
  • Learn what hurts the value of your firm.
  • Examine important steps to consider during succession planning.
Credits: Business Management & Org. 2
Select One and Only One
12:05pm - 12:50pm
12:05pm - 12:50pm
12:50pm - 2:30pm

Most practitioners are familiar with how to assist their clients who have been a victim of tax identity theft, but how many know how to safeguard their clients from the risks lurking in their own offices? In this session you will:

  • Discuss the online criminal threat landscape, cyber frauds and preventative measures.
  • Gain a better understanding of online frauds and schemes.
  • Gain an understanding of the magnitude of losses in these schemes.
Credits: Information Technology 2
2:30pm - 2:45pm
2:45pm - 4:25pm

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: Taxes 2
  • Jeffery D. Trevillion