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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

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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For more information:


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
WPX 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 provide front-line support for the SEC. This session 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. Topic coming soon
9:40 a.m. Break
10:00 a.m.

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

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

10:20 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 regards to the new lease standard.

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

11:10 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. Jeff will discuss in this highly interactive and engaging session what individuals can do to influence this to become a positive ethical culture.

Jeff Wilkie, Consulting Executive, Human Capital and Organizational Strategies, HoganTaylor LLP, Tulsa, OK

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, 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, the pursuit of knowledge, and broadened the marketplace of ideas. Along with the 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
Tom Durkin, Managing Director, Global Product Executive Digital Channels, Global Transaction Services, Bank of America Merrill Lynch, Chicago, IL

3:10 p.m.

The Threat Environment is Evolving

Cybercrime continues to be 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.

Tom Durkin, Managing Director, Global Transaction Services, Bank of America Merrill Lynch, Chicago, IL

3:40 p.m.

Q&A 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. Angela will share examples of ethical dilemmas from actual cases she has investigated and discuss potential risk areas for fraud where ethical decision making is compromised.

Angela Morelock, Partner, Forensics and Valuation Services, Springfield, MO

4:50 p.m. Adjourn
5:00 p.m. Happy Hour Reception sponsored by Opportune
2018 Learning Objectives Coming Soon
  • 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.

Tom Durkin

Tom Durkin is a managing director for digital channels product management at Bank of America Merrill Lynch. Tom leads his team in developing client centric strategies and technology initiatives for the digital channels offered through the CashPro Suite of solutions. He is taking an active role in the payments industry by becoming a leading advocate for thought leadership with Global Standards like ISO XML and industry collaboration.

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.

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.

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.

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.

Jeff Wilkie

Jeff Wilkie leads the human capital and organizational strategies niche under HoganTaylor Advisory Services. He works as a confidante, consultant, and coach to organizational executive teams and assists in the focus and formulation of a company’s human capital strategies. His human capital career spans retail organizations, oil and gas industries, telecommunications, healthcare management, non-profits, and governmental entities.

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