3200W  |  OSCPA Live  |  November 2

OSCPA's Small Firms Management Summit - Virtual

Wednesday, November 2, 2022 8:30am - 4:25pm

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This OSCPA summit is designed to offer guidance to small firm managers and sole practitioners as they navigate the fast changing profession.

This event is recommended for eight hours of CPE and will cover the following topics:

  • Client Relations
  • IT Security
  • Hiring and Retention
  • Ethics

In-person Attendance: If you would rather attend in-person, register for the live event here.

Looking to sponsor this event? Reach out to the OSCPA Partnership Team for more information.


Designed For

Small Firm Managers and Sole Practitioners

Your Price: $350.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

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


Wednesday, November 2, 2022

8:30am - 10:10am

How do you want to be remembered?  What are your regrets?  Those are the questions that characters in this television show are struggling with in the end.  This presentation examines four characters in the show entitled Better Call Saul that ran for 6 seasons on AMC.  The final episodes aired in August, 2022.  Beware! Spoiler Alerts!  We will discuss how the show ends, how the professionals in the show behaved and their responsibility for how it all ended.

  • The importance of our relationships with others and the perils of taking on bad clients. 
  • The legality of recording conversations, conflicts of interest, and client confidentiality.
  • Discuss CPA independence, lawyer and CPA advertising rules, and the effect of owner behavior on the culture of a firm.
Credits: Behavioral Ethics 2
10:25am - 12:05pm

Professional advice for small firms on how breaches happen, what to implement and how to protect your humans from being the target.

  • Understand how breaches happen and what the targets are for the bad guys
  • Clear understanding of the security every business must have in place
  • How to address human error and create human firewalls
Credits: Information Technology 2
12:50pm - 2:30pm
  • Learn what new hires are looking for in a small firm
  • Discuss ways to attract top talent with limited resources
  • Discuss the job market and what job seekers want
Credits: Personnel/HR 2
2:45pm - 4:25pm

Join a panel of tax professionals as they discuss the intricacies of managing clients during the tax season.

  • Discuss best practices
  • Discuss relationship management with clients
  • Discuss employee morale and the importance of working as a cohesive group
Credits: Business Management & Org. 2


Kellen Cowan

Kellen Cowan is the Co- owner of Newave Solutions and Founder of SOML INC./Band of Brothers Tulsa. With more than a decade of experience in the technology industry Kellen manages a growing team of technical professionals who stay at the forefront of technology. He also commits his energy to the development of men in his community through the local not for profit SOML Inc. He received his BA in Business Management from Oklahoma State University on 2007.

James S. Denton

James S. Denton, CPA, is a graduate of the University of Central Oklahoma and has been with Arledge & Associates since 1984 performing audit, income tax and consulting services for clients. During most of his 30-plus year tenure at Arledge & Associates, he has directed the firm's wide range of tax, audit and consulting engagements. Since 2008, Denton has served the firm in an executive capacity. Additionally, he's served in various roles with the OSCPA, GFOA and the Oklahoma Accountancy Board. Currently, he serves as treasurer for the Oklahoma Venture Forum, a president-elect of the Edmond Chamber of Commerce and director-at-large for the OSCPA. He also served a full term as a commissioner of the Oklahoma Incentive Evaluation Commission. Denton serves as a mentor annually for UCO's 2BLeaders program as well as the College of Business's Accounting Curriculum Advisory Committee.

Erin Hicks

Erin Hicks has been with Addison Group in Oklahoma City for four years, currently as a Senior Consultant specializing in Accounting & Finance Direct Hire Placement. Along with her team, she has helped numerous OKC-based companies and professionals find great talent and long-term career "homes"

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