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Oklahoma State University

Accounting and Financial Reporting Conference

Due to COVID-19, the 20th annual Accounting and Financial Reporting Conference will be held virtually for the health of our participants.

20th Annual Accounting and Financial Reporting Conference

Monday-Wednesday, November 16-18, 2020

9 a.m.-Noon

Virtual Conference

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 8 CPE credits including 2 hours of ethics by attending the 20th annual Accounting and Financial Reporting Conference and 4 CPE credits by attending the 16th annual Oil and Gas Accounting Conference.

For more information:

405-744-5208

cepd@okstate.edu

 


Conference moderator: Eddy Ditzler, adjunct instructor, School of Accounting, Spears School of Business, Oklahoma State University and retired partner and national professional practice director, Grant Thornton LLP

November 16 | 9 a.m. – Noon (optional networking at 8:30 am)

8:30 a.m. Optional networking and round table discussions via Zoom breakout rooms

9:00 a.m. Welcome

9:10 a.m. ERM Guidance

The Committee of Sponsoring Organizations of the Treadway Commission (COSO) is well known for its Internal Control and ERM frameworks. However, COSO also provides guidance and thought leadership on risk management, internal control and fraud deterrence. COSO has been busy in the last year, updating previous guidance and issuing new guidance. The Chairman of COSO will help participants in this session better understand the new guidance, which focuses on managing cyber, blockchain, and compliance risks and controls, and other risk topics.

Paul Sobel, Chairman, Committee of Sponsoring Organizations of the Treadway Commission (COSO), Atlanta, GA

10:00 a.m. Break

10:10 a.m. Mergers and Acquisitions

Speaker coming soon

11:00 a.m. Break

11:10 a.m. Quality Control Standards

Major changes are in the works for quality control standards, including a name change. This session will present an overview of the IAASB’s proposed suite of quality management standards, which are expected to be issued as final standards by the end of 2020. The session will cover the key changes from the current standards and the ASB’s approach to convergence with the proposed standards.

Bob Dohrer, Chief Auditor, AICPA, Wilmington, NC

Noon Wrap-up

November 17 from 9 – 11 a.m. (optional networking at 8:30 am)

8:30 a.m. Optional networking and round table discussions via Zoom breakout rooms

9:00 a.m. Welcome

9:10 a.m. Ethics Awareness

This interactive, insightful and entertaining session will share common ethical issues and common causes of those ethical issues. Attendees will gain guidance on upholding the obligation to act in the public interest while meeting professional responsibilities. Common responses and actions to ethical issues in the workplace will be discussed as well as the foundational knowledge of the moral dimensions of business helpful for recognizing, interpreting, and reacting to ethical issues. Topics in the session include professional standards, values and norms, ethical theories, and corporate governance.

Maribeth Kuzmeski, Clinical Assistant Professor, School of Marketing and International Business, Spears School of Business, OSU

11:00 a.m. Wrap-up

November 18 from 9 a.m. – Noon (optional networking at 9:30 am)

8:30 a.m. Optional networking and round table discussions via Zoom breakout rooms

9:00 a.m. Welcome

9:10 a.m. Cybersecurity: How to deal with Risks, Hidden Threats and Latest Financial Reporting

Disclosures

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

10:00 a.m. Break

10:10 a.m. Future Taxation Issues Panel

Moderator: Chris Delk, Vice President, General Tax Counsel, ConocoPhillips, Houston, TX

Evan West, Tax Partner, EY, Tulsa, OK

Veronica Bickerstaff, CFO, Vast Bank, Tulsa, OK

Louis Teuscher, Vice President and Chief Tax Officer, The Williams Companies, Inc. and Williams Partners L.P., Tulsa, OK

11:00 a.m. Break

11:10 a.m. Fraud’s Latest Trends: It’s Time to Fight Back!

It is estimated the average organization loses 5 percent of its annual revenue to fraud, according to ACFE’s 2020 Report to the Nations on Occupational Fraud and Abuse. This session is designed to update you on current trends related to fraud and ways you can utilize technology like data analytics to mitigate fraud risks.

Todd Burchett, Partner, BKD CPAs & Advisors, San Antonio, TX

Noon Wrap-up

Learning objectives coming soon!
  • Price:
    • Registered after November 1: $225

       

    • Registered by November 1: $200

      *Group discount: For 10 or more people in the same company, the fee is $180 per person. Contact CEPD at 405-744-5208 or cepd@okstate.edu to receive the group discount.

  • 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 online, live presentation and question and answer sessions.

Melissa Rocha

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

Chris Delk

Chris Delk, Vice President, General Tax Counsel, ConocoPhillips, Houston, TX

Evan West, Tax Partner, EY, Tulsa, OK
Veronica Bickerstaff, CFO, Vast Bank, Tulsa, OK

Louis Teuscher

Louis Teuscher, Vice President and Chief Tax Officer, The Williams Companies, Inc. and Williams Partners L.P., Tulsa, OK

Maribeth Kuzmeski

Maribeth Kuzmeski, Clinical Assistant Professor, School of Marketing and International Business, Spears School of Business, Oklahoma State University, Stillwater, OK

Bob Dohrer

Bob Dohrer, Chief Auditor, American Institute of Certified Public Accountants, Wilmington, NC

Todd Burchett

Todd Burchett, Partner, BKD CPAs & Advisors, San Antonio, TX

 
 
 
 

Cancellation Policy:

If a participant would like to cancel her/his registration less than 5 days prior to the conference, you are welcome to send a substitute. A refund is available given notification no later than 6 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, Assistant Program Manager
Center for Executive and Professional Development
294 Business Building
Oklahoma State University
Stillwater, OK 74078-4011 USA
Telephone: 405-744-5208
cepd@okstate.edu