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Small Firms Summit - Live Stream

Friday, October 23, 2020 8:30am - 4:25pm

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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.

Back by popular demand! Come learn with us at this year's Small Firm Practitioner's Summit.

Our Small Firm Practitioner's Summit is recommended for eight hours of CPE and will cover the following topics:

  • PPP 
  • Oklahoma tax update
  • Cyber security and remote work setup
  • Dealing with disruption through empathy


PLEASE NOTE: This is the online version.If you would rather attend in-person, register for the live event here.


Designed For

CPAs in 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 October 2, 2020.

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


Friday, October 23, 2020

8:30am - 10:10am

PPP loan borrowers have been faced with many challenges, and working through these obstacles can be daunting to say the least. How can you learn, first hand, what patterns to be aware of when navigating through the tangled PPP forgiveness maze?

  • Gain a working knowledge of PPP rules.
  • Maneuver through practical working examples.
Credits: Taxes 2
10:25am - 12:05pm

This session will provide a look into the recent developments in Oklahoma tax law including legislation, rule making, decisions of the Oklahoma Tax Commission, impact of COVID-19 and other state tax news.

  • Learn about the latest developments in Oklahoma tax law.
  • Understand the practice of state tax law in 2020.
Credits: Taxes 2
12:50pm - 2:30pm

This session will delve into the importance of cyber security for your firm and how to best manage remote employees.

  • Discuss the top tips for securing your data.
  • Understand how to secure and enhance remote employee productivity.
  • Learn how to educate yourself and your staff on security.
Credits: Information Technology 2
2:45pm - 4:25pm

Join us for a recharging conversation about empathy and connection as we lead in organizations, groups and teams through work, volunteer-ism, faith and family while we face challenges including working from home and returning to work. There are ways that we may unwittingly drive disconnection even when our greatest hope is for warmth, understanding and problem solving. This session will work on developing empathy as a first response, creating inviting space and safety for tough conversations, bravery and innovation. 

  • Understand why empathy as a leadership skill is necessary for creating cultures of trust and innovation.
  • Learn where we create tensions and conflict in internal and external teams by not understanding how to connect.
  • Explore ways to support a culture of client satisfaction, nurtured relationships and growth by mastering tough conversations with empathy, curiosity and confidence.
Credits: Personal Development 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.

Tony Mastin

Tony Mastin, JD, is widely considered a leading authority on tax policy and state and local tax issues. He focuses his practice on advising individuals, high net-worth families, tax-exempt organizations, and businesses of all sizes on planning matters involving state and local taxation (SALT), including sales and use taxes, multi-state taxation, SALT controversy work, and federal income taxation.

Tony joined McAfee & Taft in 2019 following his retirement from the Oklahoma Tax Commission after 35 years of service, including 12 years in which he served as its executive director. Over the course of his career at the OTC, he also served as an attorney in the General Counsel’s office, deputy director of the Motor Vehicle Division, deputy director of the Business Tax Division, and director of the Tax Policy and Research Division. As executive director from 2007 – 2019, he was responsible for managing the day-to-day operations of the agency, serving as its legislative liaison, and assisting in the proposal, drafting, review and analysis of tax legislation.

On the national level, Tony played an active role in the Streamlined Sales Tax Project (SSTP), a nationwide effort by state and local governments and the private sector to simplify and modernize sales and use tax collection and administration. That effort led to the development and implementation of the Streamlined Sales and Use Tax Agreement. Upon initiation of the SSTP in 2000, Tony served as the Oklahoma delegate for the project’s State and Local Advisory Council (SLAC) and was a member of its steering committee, served as scribe on the original drafting committee, and was also a member of the Compliance Review and Interpretations Committee and the Issue Resolution Committee.

In 2017, The Federation of Tax Administrators honored Tony with the Harley T. Duncan Award for his sustained and significant service to state tax administrators.

Ron Vaughn

Ron Vaughn has been in the IT Industry for 20 years and is the Cyber Security Expert for EMSCO Solutions.

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