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Oklahoma State University
Center for Executive and Professional Development

Spears School of Business at Oklahoma State University

Tribal Finance and Accounting Conference

Tribal Finance and Accounting Conference

November 15, 2019

Renaissance Tulsa Hotel & Convention Center, 6808 S. 107th Ave, Tulsa, OK 74133

This conference allows the participant to earn 4.5 CPE hours.

Enroll Now

Tribal Finance and Accounting Conference brochure

View Brochure

For more information:

405-744-5208

cepd@okstate.edu

Time Event
7:30 a.m. Registration
8:00 a.m. Welcome and Introductions
8:30 a.m.

GASB Update

Kevin Smith, Managing Partner, Public Sector Services, Crowe LLP, Dallas, TX

9:15 a.m.

Obtaining Tribal Grants

Oklahoma USDA Representative
Julie Savig, Area Specialist, USDA, Chandler, OK

10:00 a.m.

Opportunity Zones - Panel

Moderator­— Shawn Loader, Director, BKD CPAs & Advisors, Tulsa, OK

Lacey Horn, Treasurer, Cherokee Nation, Tahlequah, OK
Shane Jett, Executive Director, Citizen Potawatomi Community Development Corporation, Oklahoma City, OK
Sara Jane Smallwood-Cocke, Senior Director of Government Relations, Choctaw Nation, Shawnee, OK

11:00 a.m.

Federal New Market Tax Credits

The Chickasaw Nation Community Development Endeavor LLC (CNCDE)
Dakota Cole, Managing Director, Ada, OK
Monica Ellis, Senior Accountant, Ada, OK
Jennifer Edwards, Senior Accountant, Ada, OK
Phil Glynn, Advisor, Kansas City, MO

11:45 a.m.

Top 10 Mistakes in Financing

Wilda Wahpepah, Esq., SheppardMullin, Washington D.C.

12:30 p.m. Adjourn
  • Price: $215 per person if only attending the November 15 half-day conference. A discount for this conference will be provided should you choose to attend the full-day November 14 OSU Accounting and Financial Reporting Conference in Tulsa at the Renaissance Tulsa Hotel and Convention Center.
  • Conference Materials: The conference fee include the materials in electronic format. If you would prefer a hard copy of conference materials in a binder, please check the box for an additional fee. $10 additional fee for OSU Tribal Financial and Accounting Conference materials on November 15.
  • 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.
  • Earn 4.5 CPE hours as we address accounting and finance issues that impact tribal organizations.
  • If you should have any concerns, please contact the Center for Executive and Professional Development at 405-744-5208.

Gold Sponsor

BKD logo
 Deloitte

 

Gold Sponsorship – $2,500

  • Receive 4 registrations to attend the conference on November 15, 2019, 8 a.m.-12:30 p.m.
  • Receive 2 invitations to the accounting conference dinner on Thursday, November 14, following the Accounting & Financial Reporting Conference.
  • Receive electronic materials for the conference.
  • Prominent display of company’s name and logo on signage, conference materials, and website.
  • Company’s name mentioned from the podium during opening session.
  • Each sponsoring company will receive recognition as a gold sponsor on the Tribal Finance and Accounting Conference webpage of the Center for Executive and Professional Development (business.okstate.edu/cepd). The company name will link to the sponsoring organization’s home page.
  • Sponsoring company will have an option to set up an exhibit booth at the conference to display company products or services (a value of $300).
  • Network with other sponsors and event attendees.
  • Invite potential clients and business associates to the event.
  • Please make check payable to the OSU Foundation.

Silver Sponsorship – $1,500

  • Receive 2 registrations to attend the conference on November 15, 2019, 8 a.m.-12:30 p.m.
  • Receive 1 invitation to the accounting conference dinner on Thursday, November 14, following the Accounting & Financial Reporting Conference.
  • Receive electronic materials for the conference.
  • Prominent display of company’s name and logo on signage, conference materials, and website.
  • Company’s name mentioned from the podium during opening session.
  • Each sponsoring company will receive recognition as a silver sponsor on the Tribal Finance and Accounting Conference webpage of the Center for Executive and Professional Development (business.okstate.edu/cepd). The company name will link to the sponsoring organization’s home page.
  • Sponsoring company will have an option to set up an exhibit booth at the conference to display company products or services (a value of $300).
  • Network with other sponsors and event attendees.
  • Invite potential clients and business associates to the event.
  • Please make check payable to the OSU Foundation.

Additional note on sponsorship value: The IRS requires us to inform you the extent to which your gift for this event is tax deductible. The fair market value of registration is valued from $195 to $215 and the fair market value of the booth is $300. The remainder of the sponsorship fee may be considered as “in excess” of the fair market value of direct benefit provided to you or your company. Consult a tax professional for guidance on how this applies to you or your company.

Exhibit Booth Space – $300

  • Exhibitors receive a six-foot table in the hallway, outside the conference room.
  • Exhibitors may place materials at each registrant’s place.
  • Refreshments will be provided for two people per exhibit booth.

 Download Sponsorship Information

Become a Sponsor

For confirmation of sponsorship, please contact:

Ms. Holly Bergbower
Program Coordinator, Center for Executive and Professional Development
405-744-4055
holly.bergbower@okstate.edu