3000 | In Person Training | Update | Scheduled
Small Firm Practitioners Summit
Friday, November 22, 2019 8:30am - 4:30pm
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.
- Linda Clark (view bio)
- LaTisha O'Neal (view bio)
- Mike Rogers (view bio)
- Jeffery D. Trevillion (view bio)
Small firm practitioners and CPAs working in small public accounting firms.
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, 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, 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.