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Oklahoma State University
center for executive and professional development

Spears School of Business at Oklahoma State University

Accounting and Financial Reporting Conference

Check back for information on the 2018 Conference!

17th Annual Accounting and Financial Reporting Conference

Friday, November 17, 2017

8:00 a.m. – 5:00 p.m.

DoubleTree Hilton—Downtown, Tulsa, OK

Featuring national and regional experts in accounting addressing current issues

These conferences bring together nationally recognized experts, standard setters, FASB, PCAOB and SEC officials, corporate financial executives, CPAs, and academics to discuss current issues in accounting. The topics discussed are relevant to corporate financial officers, executives in financial institutions, owner/managers of companies, CPAs, financial analysts, attorneys and others interested in SEC, FASB, financial reporting and oil and gas accounting issues.

Earn 5 CPE credits by attending the 13th Annual Oil and Gas Accounting Conference and 8 CPE credits including 2 hours of ethics by attending the 17th Annual Accounting and Financial Reporting Conference.

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For more information:

405-744-5208

cepd@okstate.edu

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Current SEC Reporting Issues

By attending this session, you will learn:

  • Information from the SEC on the comment letter process

An Update on PCAOB Activities

By attending this session, you will learn:

  • Issues the PCAOB has focused on this past year and upcoming activities for 2018

FASB Update

By attending this session, you will learn:

  • ASUs issued in 2017 including Revenue Recognition, Leases, and Credit Losses

Assessing Risk Culture

By attending this session, you will learn:

  • How to assess risk culture in your company
  • How ethics impacts a company’s culture

Customer Service: Exceeding Expectations

By attending this session, you will learn:

  • How to provide quality customer service that will provide a competitive edge in your industry

Implementation of the Revenue Recognition Standard

By attending this session, you will learn:

  • How industry professionals are currently implementing the revenue recognition standard

Great Catch: Using Data Science to Keep Us Honest

By attending this session, you will learn:

  • How data science can be used for fraud prevention and detection
  • The ethical implications of using technology to fight fraud
  • Price: $325 per person, if registered by November 4, 2017 $345 per person, if registered after November 4, 2017
    Group Discount: For 10 or more people in the same company, the fee is $300 per person.
    (fee includes refreshments, lunch and electronic materials)
  • Conference Materials: If you would prefer a hard copy of conference materials in a binder, there is an additional fee of $15.
  • Program knowledge level: This conference is for all professionals involved in accounting and financial reporting.
  • Prerequisites/Advance Preparation: Handouts for the presentations will be provided prior to the conference. No advance preparation is required and there are no prerequisites required to attend this conference.
  • Complaint resolution policy: If you should have any concerns regarding this conference, please contact the Center for Executive and Professional Development at 405-744-5208.
  • Instructional Delivery Method: Experts share their knowledge with participants through live presentation and question and answer sessions.
Time Event
7:55 a.m.

Welcome

Dr. George Krull, Interim Department Head, School of Accounting, Spears School of Business, Oklahoma State University, Stillwater, OK

Conference Moderator

Melanie Harvey, Instructor of Professional Practice, School of Accounting, Spears School of Business, Oklahoma State University, Tulsa, OK

8:00 a.m.

Current SEC Reporting Issues

The SEC Division of Corporate Finance is on the cutting edge of emerging practice-related issues and provides front-line support for the SEC. Melissa will provide an overview of the Commission’s comment letter process and discuss the latest “hot topics” addressed by SEC staff.

Melissa Rocha, Senior Assistant Chief Accountant, Division of Corporation Finance, Securities and Exchange Commission, Washington, D.C.

8:50 a.m.

An Update on PCAOB Activities

This session will provide an update on the current activities and findings at the PCAOB.

John Fiebig, Senior Deputy Director, PCAOB, Dallas, TX.

9:40 a.m.

Break

10:10 a.m.

FASB Update

A high level review of activity at the FASB during the past year and a brief review of accounting standards updates issued, including revenue recognition, leases, and credit losses, will be addressed.

Harold L. Monk Jr., Board Member, Financial Accounting Standards Board, Norwalk, CT

11:00 a.m.

Assessing Risk Culture

There are many examples in recent news stories where an organization’s toxic culture has resulted in negative consequences and increased reputational risk. An organization’s risk culture is also important, which is why financial service regulators are now expecting organizations to assess this. How do organizations assess culture and what role do ethics play in this discussion? What role does compensation play in impacting risk? These issues will be explored and illustrated with real world examples and case studies.

Ken Cameron, Director, Human Capital Services Consulting Practice, Grant Thornton LLP, Atlanta, GA

11:50 a.m.

Lunch

12:50 p.m.

Customer Service: Exceeding Expectations

All organizations face the challenge of differentiating themselves from competitors and finding
a competitive advantage. Dr. Manzer will illustrate how serving your “customers”, internal and
external, and stakeholders with excellent and quality customer service will give your organization
a competitive edge.

Dr. Lee Manzer, Professor, School of Marketing and International Business, Spears School of Business, Oklahoma State University, Stillwater, OK

1:50 p.m.

Implementation of the Revenue Recognition Standard

The session speakers (auditors and preparers) will discuss how they are implementing the revenue recognition standard in their organizations. They will provide information and advice on what they have learned during the process and how best to implement the standard.

1:50 pm - John Brittain, Partner, PricewaterhouseCoopers, Houston, TX
2:10 pm - Keith Waldrop, Oil and Gas Senior Manager, Deloitte, Houston, TX
2:30 pm - Ted Timmermans, Vice President, Controller, Chief Accounting Officer, The Williams Companies Inc., Tulsa, OK
2:50 pm - Tom Sell, Vice President, Controller, Chief Accounting Officer, SemGroup Corporation, Tulsa, OK

3:10 p.m.

Break

3:30 p.m.

Implementation of the Revenue Recognition Standard Panel

Moderator

Eddy Ditzler, Retired, Grant Thornton LLP, Lecturer, School of Accounting, Spears School of Business, Oklahoma State University, Stillwater, OK

Panelists

John Brittain, PricewaterhouseCoopers
Tom Sell, SemGroup Corporation
Ted Timmermans, The Williams Companies Inc.
Keith Waldrop, Deloitte

3:55 p.m.

Great Catch: Using Data Science to Keep Us Honest

With the constant evolution of fraud schemes using technology, it is time to start using technology to fight fraud. By leveraging the knowledge and skills of data analytics and digital forensics experts, we can gain insight and information to increase the effectiveness of fraud prevention and detection efforts.

Jeremy Clopton, Director, Big Data and Analytics, Digital Forensics, BKD, LLP, Springfield, MO

4:45 p.m.

Summary & Wrap Up

Printable Agenda

John Brittain

Partner, PricewaterhouseCoopers, Florham Park, NJ

John Brittain is an accounting consulting services partner in PricewaterhouseCoopers national office. In his current role, he consults with clients on their complex technical accounting and financial reporting issues. Previously, John was an energy assurance partner who primarily served large multinational and domestic clients in the downstream and oilfield service subsectors. He has more than 25 years of public accounting experience.

John Brittain

Ken Cameron

Director, Human Capital Services Consulting Practice, Grant Thornton LLP, Atlanta, GA

Ken Cameron is a director in Grant Thornton’s Human Capital Services Consulting Practice. He serves as the Southeast Region compensation leader. Ken has more than 25 years of compensation and human resources leadership experience in both the consulting and corporate environments. His areas of expertise include reward strategy, benchmarking and analysis, performance management, and culture assessment.

Ken Cameron

Jeremy Clopton

Director, Big Data and Analytics, Digital Forensics, BKD, LLP, Springfield, MO

Jeremy Clopton leads the BKD big data and analytics and digital forensics practices. He has more than 11 years of experience applying data analytics in fraud prevention and detection, risk assessment and business intelligence. He is a frequent speaker on the topics of data analytics and visualization, forensic accounting, data analytics program design and the value data can bring to an organization. Jeremy is a faculty member of the Association of Certified Fraud Examiners and leads courses on “Using Data Analytics to Detect Fraud and Auditing for Internal Fraud” among others.

Jeremy Clopton

Eddy Ditzler

Retired, Grant Thornton LLP, Lecturer, School of Accounting, Spears School of Business, Oklahoma State University, Stillwater, OK

Eddy Ditzler recently retired from Grant Thornton LLP where, most recently, he was their National Professional Practice Director (NPPD) for their Texoma and Great Plains Market Territories, which cover eight offices. As the NPPD, he supported audit teams and their clients by providing technical support on accounting, auditing and regulatory matters. Prior to the NPPD position, he was a client service audit partner in Grant Thornton’s Oklahoma City office. Eddy is from Henryetta Oklahoma and graduated from OSU in 1978 with his bachelors in accounting and in 1981 with his masters in accounting. Eddy is currently the lead instructor for the financial accounting research graduate level course at Oklahoma State University.

Eddy Ditzler

John Fiebig

Senior Deputy Director, PCAOB, Dallas, TX

John Fiebig is a senior deputy director in the division of registration and inspections for the Public Company Accounting Oversight Board and is the leader for the Global Network Firm Program. In this role, he is responsible for overseeing the inspections of the six largest domestic registered accounting firms and their non-U.S. affiliates. John has been both the global team leader and U.S. team leader for the inspections of one of the Big 4 firms. In 2016, he was inducted into the Oklahoma State University School of Accounting Wilton T. Anderson Hall of Fame.

John Fiebig

Melanie Harvey

Instructor of Professional Practice, School of Accounting, Spears School of Business, Oklahoma State University, Tulsa, Ok

Melanie Harvey is an instructor of professional practice in the Spears School of Business at Oklahoma State University, primarily assigned to the OSU-Tulsa campus. She joined the faculty in 2016. Prior to OSU, Professor Harvey was a senior manager at Chesapeake Energy Corporation where she spent 12 years in various accounting and finance leadership roles, including the areas of midstream, oil and gas marketing, financial reporting, corporate planning, and drilling services. She began her career in public accounting as an auditor for KPMG. Professor Harvey is a 2002 graduate of OSU with master’s and bachelor’s degrees in accounting. She still maintains her CPA license in the state of Oklahoma. She currently teaches intermediate I accounting and cost accounting on the OSU-Tulsa campus.

Melanie Harvey

George Krull

Interim Department Head, School of Accounting, Spears School of Business, Oklahoma State University

Dr. George Krull is the interim department head for the School of Accounting at Oklahoma State University. He previously was a partner in the executive office of Grant Thornton LLP before retiring. He worked with the implementation of the firm’s automated audit and control software and was the chief learning officer. Dr. Krull was one of the founding members of the Sponsoring Group of the Pathways Commission-the National Commission on Accounting Education to chart a national strategy for the next generation of accountants.

George Krull

Dr. Lee Manzer

Professor, School of Marketing and International Business, Spears School of Business, Oklahoma State University, Stillwater, OK

Dr. Lee Manzer is a professor of marketing in the School of Marketing and International Business at Oklahoma State University. He has several years of experience as a chemist, sales representative and marketing research assistant for Dow Chemical Company. Dr. Manzer is a nationally recognized expert on service implementation and has presented hundreds of seminars on topics such as attitude change, accountability and creating a service culture. He was selected by the Spears School of Business as one of the top 50 MBA graduates and one of the 100 Spears School of Business graduates and was inducted into the Oklahoma Higher Education Hall of Fame.

Lee Manzer

Harold L. Monk Jr.

Board Member, Financial Accounting Standards Board, Norwalk, CT

Harold L. Monk Jr. is a board member of the Financial Accounting Standards Board. Prior to joining the board, he served as a partner with Carr, Riggs & Ingram, LLC where he proved auditing and attestation, accounting, tax, forensic accounting, and M&A services to public and private companies of all sizes in various industries. Harold brings a strong private company financial reporting perspective to the FASB.

Harold Monk

Melissa Rocha

Senior Assistant Chief Accountant, Division of Corporation Finance, Securities and Exchange Commission, Washington, D.C.

Melissa Rocha is a senior assistant chief accountant in the office of construction and manufacturing within the division of corporation finance at the SEC. Prior to her current role, Melissa worked in various industry groups within the division including healthcare and insurance, beverages, apparel and mining, and computers and online services. Before joining the Commission in 2000, she worked as an SEC reporting manager for a publicly traded hotel owner and operator.

Melissa Rocha

Tom Sell

Vice President, Controller, Chief Accounting Officer, SemGroup Corporation, Tulsa, OK

Tom Sell is the vice president, controller and chief accounting officer of SemGroup Corporation. From 1996 to 2016, Tom served in a variety of finance, accounting, and financial reporting roles for The Williams Companies, Inc. This included staff vice president, enterprise accounting; vice president of finance and accounting, midstream and; assistant controller. Tom is a CPA, and graduated from Oral Roberts University in 1987.

Tom Sell

Ted Timmermans

Vice President, Controller, Chief Accounting Officer, The Williams Companies Inc., Tulsa, OK

Ted Timmermans is the vice president, controller and chief accounting officer for The Williams Companies Inc. and Williams Partners L.P. He joined Williams in 1978 and has been in his current position since 2005. Throughout his career, he has been involved in corporate taxation, financial planning and analysis, accounting, and auditing. He is a member of the Financial Accounting Standards Advisory council and is Certified Public Accountant in Oklahoma.

Ted Timmermans

Keith Waldrop

Oil and Gas Senior Manager, Deloitte, Houston, TX

Keith Waldrop is an oil and gas senior manager at Deloitte. He has more than 10 years of client experience. Keith serves as a leader on the Revenue Recognition SWAT team fielding technical questions related to the revenue recognition standard. He is also involved in coordinating events such as the revenue recognition series for the midstream gas industry and is the engagement quality review assistant for several Deloitte clients.

Keith Waldrop

Cancellation Policy:

If a participant would like to cancel her/his registration less than 10 days prior to the conference, you are welcome to send a substitute. All guarantees have been submitted to the hotel, so refunds are not attainable. A refund is available given notification no later than 11 days prior to the conference. If you are transferring your registration to a colleague, please contact the OSU Center for Executive and Professional Development at 405-744-5208 or cepd@okstate.edu.

For additional information or to sponsor:

Krysta Gilbert, Program Coordinator
Center for Executive and Professional Development
215 Business Building
Oklahoma State University
Stillwater, OK 74078-4011 USA
Telephone: 405-744-5208
cepd@okstate.edu