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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

Save the Date, November 14, 2019.

18th Annual Accounting and Financial Reporting Conference

Thursday, November 15, 2018

8:00 a.m. – 5:00 p.m.

Marriott Tulsa Hotel Southern Hills

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 9 CPE credits including 2 hours of ethics by attending the 18th Annual Accounting and Financial Reporting Conference and 4 CPE credits by attending the 14th Annual Oil and Gas Accounting Conference.

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Enroll Now Enroll in Both Conferences Sponsorship Information



Opportune We bring energy to business logo


ConocoPhillips logo

Phillips66 logo


BKD CPA's & Advisors logo

Deloitte logo

EY Building a better working world logo

Grand Thornton logo

Halliburton logo

KPMG logo

Stinnett logo

Waterfield Energy logo

Time Event
7:55 a.m.


Audrey A. Gramling, Department Head, School of Accounting, Spears School of Business, Oklahoma State University

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. This session will provide an update of Commission activities, an update on regulatory issues, an overview of the Division of Corporation Finance, its comment letter process and address the latest “hot topics” addressed by the SEC staff.

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

8:50 a.m.

Lessons Learned from Revenue Recognition

This brief session will examine some of the key learnings from implementing the revenue accounting standard and how those can be applied as companies move forward with adopting the lease accounting standard. Ted will also focus upon a few lessons learned to date that are unique to implementing the lease standard.

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

9:10 a.m.

Implementation of the New Leasing Standard

This session will discuss how organizations are implementing the lease standard. It will include discussion of best practices and implementation issues that companies are dealing with in regard to the new lease standard.

Anthony Muniz, Oil and Gas Senior Manager, Deloitte, Houston, TX

10:00 a.m. Break
10:20 a.m.

Creating a Positive Ethical Culture

It’s not enough for an organization to devote its resources to developing policies and procedures that encourage ethical action – it must also have a positive culture that reinforces these behaviors through its own actions and initiatives. Katrina will discuss in this highly interactive and engaging session what individuals can do to influence this to become a positive ethical culture.

Katrina Dougan, Senior Consultant, Human Capital and Organizational Strategies, HoganTaylor LLP, Tulsa, OK

11:10 a.m.

Understanding AI Business Strategy Using the Head and Legs Approach

This session will focus on a strategic understanding of how to apply AI and Machine Learning to your business and accounting strategies using the notion of heads and legs. The heads are the intelligent AI components and the legs form the RPA bots controlled by the AI layer. This session will discuss the strategic components and understanding how these evolve from custom to commodity so you can anticipate technology change and prepare effective business strategies.

Fahad Modak, Director, Digital Transformation and Management, Grant Thornton, New York City, NY
Malcolm Silberman, Blockchain and Artificial Intelligence Practice Lead, Grant Thornton, Atlanta, GA

12:00 p.m. Lunch
12:30 p.m.

Accountability for Accountants

Entitlement in an organization is a severe threat to productivity and individual initiative. This session will discuss how an entitled culture is formed and the movement toward a culture of accountability thereby impeding entitlement prevalence.

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

1:30 p.m.

The Evolution of Analytics in Business

This session will focus on the evolution of business analytics, increased transparency and governance. David will discuss the shift from historically based trends to a prospective focus on data used for analytics. He will also discuss how organizations are beginning to shift focus from external expectations of performance to internal expectations based on established norms.

David Maberry, Managing Director, PricewaterhouseCooper, Oklahoma City, OK

2:20 p.m. Break
2:40 p.m.

Cyber Resilience and Incident Response Forensics

We live in a connected society that has enhanced free speech, promoted the pursuit of knowledge, and broadened the marketplace of ideas. Along with this connectedness, comes an imperative for strong cyber resilience to combat both external and internal threats. This session will explore the need for strong cyber resilience and tips on how to respond in the first 48 hours of an incident.

Joshua Axelrod, Principal, Security Leader for Energy, EY, Charlotte, NC
Scott Clary, Principal, Fraud, Technology Investigations, and Disputes Practice, EY, Houston, TX

3:10 p.m.

The Threat Environment is Evolving

Cybercrime continues to challenge organizations as the bad actors adapt and look for new ways to infiltrate a company’s defenses. This session will explore common practices being used by cyber criminals and ways that organizations can help protect its information.

Robert Ringelspaugh, Digital Channels Security Product Manager, Bank of America Merrill Lynch, New York City, NY

3:40 p.m.

Question and Answer Session

Joshua Axelrod, Principal, Security Leader for Energy, EY, Charlotte, NC
Scott Clary, Principal, Fraud, Technology Investigations, and Disputes Practice, EY, Houston, TX
Tom Durkin, Managing Director, Global Transaction Services, Bank of America Merrill Lynch, Chicago, IL

4:00 p.m.

Crossing the Ethical Boundary: Insights from a Fraud Investigator

This session will focus on examples of individuals that have crossed the ethical boundary, ethical issues observed in fraud investigations, and decision making in ethical dilemmas. The presentation will include examples of ethical dilemmas from actual cases investigated and discuss potential risk areas for fraud where ethical decision making is compromised.

Angela Morelock, Partner, Forensics and Valuation Services, BKD CPAs & Advisors, Springfield, MO

4:50 p.m. Adjourn
5:00 p.m. Happy Hour Reception sponsored by Opportune LLP

Current SEC Reporting Issues

  • Discuss the current comment letter process
  • Review current “hot topics”

Application of Lessons Learned from Revenue Recognition Implementation to Adopting the Lease Accounting Standard

  • Assess the best practices learned from implementing the revenue accounting standard
  • Evaluate how these best practices can be transferred to the implementation of the lease standard

Implementation of the New Leasing Standard

  • Discuss how the lease standard is being implemented by organizations
  • Analyze the implementation issues organizations are facing when implementing the lease standard

Creating a Positive Ethical Culture

  • Discuss how a positive culture reinforces ethical behavior
  • Explore what you can do to help create a positive ethical culture

Accountability for Accountants

  • Discuss the formation of an entitlement culture in an organization
  • Explore how to move toward a culture of accountability

The Evolution of Analytics in Business

  • Discuss the shift from historically based trends to a prospective focus on data used for analytics
  • Analyze how organizations are focusing on internal expectations for analytics

Cyber Resilience and Incident Response Forensics

  • Discuss tips on how to respond in the first 48 hours of a cyber incident
  • Explore the need for strong cyber resilience as accountants

The Threat Environment is Evolving

  • Explore common practices being used by cyber criminals
  • Discuss how organizations can help protect its information

Crossing the Ethical Boundary: Insights from a Fraud Investigator

  • Discuss examples of CPA’s and other individuals that have crossed the ethical boundary
  • Assess a situation for potential fraud
  • Describe concepts of rationalization and normalization in fraud cases
  • Evaluate and resolve ethical dilemmas
  • Price: $325 per person, if registered by November 6, 2018 or $345 per person, if registered after November 6, 2018
    • Group Discount: For 10 or more people in the same company, the fee is $300 per person. Contact CEPD at 405-744-5208 or to receive the group discount.
  • 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.

Joshua Axelrod

Joshua Axelrod is the cybersecurity practice leader for the power and utilities sector at EY. Joshua focuses on the needs of the business, security and operations by helping the power and utilities sector structure its policies, processes, procedures, operational technology, and informational technology as well as physical security infrastructure and programs. His efforts enhance business efficiency, regulatory compliance, situational awareness, and overall security in the dynamic environment facing the sector.

Scott Clarry

Scott Clary is a principal at EY, where he leads the Forensic Technology and Discovery Services (FTDS) practice in Houston, Texas. He also leads the FTDS Energy Sector team, which is focused on delivering services to clients in the oil and gas, utilities and chemicals industries. Scott primarily works in electronic discovery, data analytics and computer forensics. Scott’s end-to-end understanding of the electronic discovery lifecycle has positioned him to lead complex global matters for Fortune 500 companies and their counsel.

Katrina Dougan

Katrina Dougan serves as Senior Consultant with HoganTaylor’s Human Capital Strategies Advisory practice. She has more than 15 years of experience in human resources and organizational development industry. Katrina has held strategic and tactical positions, including analyst, business partner and management roles. As a Senior Consultant, Katrina delivers a variety of services including defined human resource function outsourcing, HR risk assessment, performance management, employee and management training and leadership development. In addition, she provides valuable consulting in the areas of change management, organizational development and employee relations and associated investigations.

David Maberry

David Maberry is a managing director with PwC’s emerging technology practice and leads PwC’s continuous auditing cryptocurrency initiatives for the financial services industry. As a trusted business advisor with over 20 years of experience, David has developed technology focused, risk based, internal audit strategies for multiple Fortune 500 companies by working with key stakeholders to achieve strategic objectives, including financial reporting, regulatory compliance, governance and decision support.

Lee Manzer

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.

Fahad Modak

Fahad Modak is the director of digital transformation and management for Grant Thornton. For the last 16 years, Fahad has enabled financial services to redesign their operating model, help identify opportunities to reduce cost and define operations, and technology strategies to realize sustainable growth opportunities. He has extensive experience in leading large scale automation programs using RPA, Chatbot, and Machine Learning capabilities with the goal to help clients improve process efficiency, data quality, and sustain decent margins.

Angela Morelock

Angela Morelock has more than 20 years of experience and leads BKD’s forensic accounting and investigations team. She provides fraud investigation and prevention, complex litigation support, and forensic accounting services for a variety of business clients.  A certified fraud examiner and certified in financial forensics, as well as a CPA, Angela is responsible for resolving a wide range of allegations of fraud and white-collar crime.

Anthony Muniz

Anthony Muniz is an oil and gas senior manager at Deloitte. He has more than 10 years of oil and gas client experience. Anthony serves as a leader on the Deloitte Lease SWAT team fielding technical questions related to the leasing standard. He is also involved in assisting companies with the implementation of the new leasing standard as well as coordinating events such as oil and gas lease roundtable discussions.

Robert Ringelspaugh

Robert Ringelspaugh is the security product manager for digital channels for Bank of America Merrill Lynch, driving the security authentication roadmap and delivering fraud education for the corporate online, file, API and mobile banking channels. Prior to banking, Robert served 14 years in the United States Coast Guard where he specialized in Maritime law enforcement and domestic security operations. He earned an MBA with a focus in organizational development from the University of San Francisco.

Melissa Rocha

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.

Malcolm Silberman

Malcolm Silberman is a blockchain and artificial intelligence practice lead for Grant Thornton. He has proven professional experience in digital technology transformation of large global initiatives. Malcolm combines his background in engineering and business with deep experience and understanding of new and innovative technologies such as blockchain, cryptocurrencies, token economics, machine learning and other emerging platforms. As a core value architect, he helps teams develop solutions that make sense from a ROI perspective.

Ted Timmermans

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 a Certified Public Accountant in Oklahoma.

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

For additional information or to sponsor:

Krysta Gilbert, Program Coordinator
Center for Executive and Professional Development
294 Business Building
Oklahoma State University
Stillwater, OK 74078-4011 USA
Telephone: 405-744-5208