3200 | OSCPA Live | October 26
OSCPA's Financial Planning Summit
Thursday, October 26, 2023 8:30am - 4:25pm
This OSCPA summit will cover Financial Planning topics integral to advising clients and staying up-to-date on hot topics. Hear from local leaders with combined decades of career experience.
This in-person event is recommended for eight hours of CPE.
Virtual Attendance: If you prefer to attend virtually, you can register for the simulcast here.
Looking to sponsor this event? Reach out to the OSCPA Partnership Team for more information.
- Russell Evans (view bio)
- Joshua R. Jenson (view bio)
- Taylor N. Kincanon
- Kendall King (view bio)
- Ryan Raupe (view bio)
Dr. Russell Evans serves as Partner and Chief Economist for Thorberg Collectorate, an industry-agnostic private equity firm specializing in strategic alternative investments. He also serves as President of the Collectorates Regional Economic Advisers division, providing a similar suite of chief economist services to the City of Oklahoma City and clients ranging from industry trade groups to tribes and nonprofits. As chief economist, Dr. Evans is highly regarded as an analyst and communicator. His analysis of national and regional economic performance, economic policy, and financial markets is widely respected and delivered to a broad audience through dozens of speeches annually. Dr. Evans is a regular speaker at professional gatherings in energy, finance, and construction while also presenting to investor meetings, bank board meetings, legislative briefings, Chamber of Commerce, economic development briefings, and more. As chief economist, he specializes in making complex economic principles understandable to a variety of audiences will help them to see how their strategic initiatives are impacted by the current economic context in which they operate. When not thinking about the strategic needs of his clients, Dr. Evans enjoys spending time with his wife, Amanda, and their five kids. Dr. Evans enjoys soccer, golf, and fly fishing and serves actively in his church and community.
Joshua R. Jenson
Joshua Jenson has over 25 years of public accounting experience in the area of tax, specializing in LLC, partnership, S corporation, and related individual tax matters. He is managing partner of Jenson & Company, CPAs, P.C., which he founded over 25 years ago. His firm is known for a boutique service approach, with a focus on tax planning and strategies. Joshua is a member of the Oklahoma Society of CPAs (OSCPA), the Oklahoma City Chapter of the OSCPA, and the American Institute of CPAs. He is a past Chairperson of the Educational Foundation and is a public speaker for the OSCPA. Joshua received the 2014 Distinguished CPA Award from the OSCPA in recognition of his involvement in the community and activism in the accounting profession. JJ the CPA has over 81,000 subscribers and over 6.6 million views on his YouTube channel "JJ THE CPA," and is heavily represented on social media, with daily postings, including daily videos released on everything dealing with money. He is licensed in Oklahoma and Texas. Joshua graduated from Abilene Christian University with an accounting degree in 1993, and is a licensed CPA in Oklahoma and Texas.
Kendall King, CFP®, is the founder and CEO of Castleview Wealth Advisors, a registered investment advisory firm based in Oklahoma City managing approximately $170 million for over 100 families. They specialize in working with individuals and families who have $5 million or more in net worth, with special focus on working with oil and gas professionals. Kendall is responsible for the strategic direction and vision of the firm and serves as lead advisor to a diverse group of clients. He has over 15 years of experience advising clients on a wide range of investment, estate, tax and other wealth management topics. Additionally, he possesses extensive expertise and specialized knowledge regarding IRA and retirement planning issues. Kendall is regularly featured in the Daily Oklahoman for investment, retirement, tax and estate planning topics.
Kendall received his BS in Finance with a minor in accounting from The University of Oklahoma and in 2005 attained the Certified Financial Planner ™ (CFP®) designation. He invests significant time in professional development, frequently attending conferences across the country to stay informed on best industry and client practices. Kendall is also the author of "Abundance," which is set to be released in December 2017.
Ryan is a Senior Attorney at Evans & Davis in Edmond. Originally from Okarche, Oklahoma, he attended Oklahoma State University for his undergraduate degree in Finance. He has been working in the areas of estate planning since college and throughout law school at the University of Oklahoma and has been formally practicing for 5 years.