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.


Designed For

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

Your Price: $50.00

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 October 31, 2019.


Friday, November 22, 2019

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

Get ready to tackle common barriers to courage, and how they compromise creativity, confidence, innovation and more. Built on the work of Brené Brown, this introspective time supports professional and personal development growth, and enhances the leadership competencies including managerial courage, building and leading effective teams and strategic agility. Attendees will:

  • Learn the research-supported barriers to courage in leadership, identify areas of personal challenge in leadership and identify ways to move forward into a more balanced approach to leadership
  • Understand and apply a framework of the four skill sets of courage and apply them towards professional development in the workplace
Credits: Taxes 2
10:10am - 10:25am
10:25am - 12:05pm

This session will provide a review of the labor laws and the recent changes along with how it relates to Oklahoma regulations.

  • Understand how to apply labor regulations so your companies or clients are in compliance
  • Be prepared to comply with changes for 2020
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:

  • Understand what cybersecurity is and why it's important
  • Review top cybersecurity threats
Credits: Information Technology 2
2:30pm - 2:45pm
2:45pm - 4:25pm

The business dynamics of cannabis accounting can be confusing. This presentation is designed to inform practitioners of the nuances of tax reporting and accounting for business subject to expense dis-allowances pursuant to IRC section 280(E).

  • Discuss what expenses are accepted or disallowed by IRC Section 280(E).
  • Learn about accounting for COGS.
Credits: Taxes 2


Linda Clark

Linda Clark is the principal in an organizational development coaching and consulting firm specializing in the power of effective team creation and growth, the power of feedback in innovative cultures and strategic people operations. Her business focuses on peak performance, authenticity and personal presence as a combination for success for individuals and organizations by highlighting the mindful selection of the best skills for the current situation and applying them with confidence. With nearly twenty years of experience in strategic human resources and organizational development in automotive retail, energy, manufacturing, non-profit segments and more, her reputation includes an operational focus combined with respect and empathy at all levels. She’s recently become a Certified Dare to Lead Facilitator™, and will include some of that material in the workshops presented.

LaTisha O'Neal

LaTisha O’Neal, CPP, currently serves as payroll analyst for Bank of Oklahoma. A payroll practitioner for more than 25 years, she started at a small oil company, paying five employees, and then moved to a restaurant franchise. O’Neal was formerly corporate payroll and benefits administrator for Xeta Technologies, Inc., where she managed multi-state payroll and benefits administration, quality control and payroll compliance.

Mike Rogers

Mike Rogers, a Tulsa native, graduated from the University of Tulsa in 2001 with a Bachelor’s in computer science, minor in mathematics and certificate in management information systems.

In 2014, Mike and his wife, Heather< founded GratifyIT offering managed security, managed IT and network infrastructure to support small companies.

Mike is a Rotarian and is a Paul Harris fellow. He is currently serving as the chair of technology for the Tulsa Rotary Club.

Jeffery D. Trevillion

Jeffery D. Trevillion, Jr., CPA, JD, MBA is the founder and manager of his firm and has been admitted to practice law in Oklahoma, Texas, the U.S. District Court, Western and Northern Districts of Oklahoma, the U.S. Tenth Circuit Court of Appeals and the United States Tax Court. His law practice focuses on tax controversies and white-collar criminal defense.

Jeff consults with businesses in various aspects of the cannabis industry as well as practitioners and other professionals servicing the cannabis industry in Oklahoma, Colorado and California.

Jeff is a member of the following Bar Associations: American, National, Oklahoma and Texas. He is also a member of the AICPA, OSCPA, National Association of Criminal Defense Lawyers and Oklahoma Criminal Defense Lawyers Association. Through serving in the above capacities, Jeff has achieved: OSCPA Trailblazer Award, OBA President’s Award and the Golden Gavel Award.

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