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Oklahoma State University
Center for Executive and Professional Development

Spears School of Business at Oklahoma State University

Inaugural Tribal Finance and Accounting Conference

Inaugural Tribal Finance and Accounting Conference

Please check back for information on future programs.

November 16, 2018

Southern Hills Marriott Hotel, Tulsa, OK

Join us as we kick off our first-ever Tribal Finance and Accounting Conference. Tribal accounting and finance experts will present strategies for best decision-making concerning financial transactions and development. Panels will discuss insights into Tribal Law 477 and sneak a peek into what auditors are looking for in the tribal financial world. This conference will also feature a timely presentation determining how recent changes in law impact tribal finance including: tribal sovereign immunity, tribal jurisdiction and available federal programs. For those who are interested we will offer an overview of upcoming tribal programs. This conference allows the participant to earn 4.5 CPE hours.

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Inaugural Tribal Finance and Accounting Conference brochure

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Time Event
7:30 a.m. Registration and Continental Breakfast
8:00 a.m.


Moderator: Victor Flores, President, Oklahoma Tribal Finance Consortium, Shawnee, OK

8:10 a.m.

Maximizing Tribal Self-Determination in Tribal Transactions

This session will introduce strategies and methods for exercising greater decision-making and control in financing transactions for tribal development projects.

William Norman, Partner, Hobbs Straus Dean & Walker, LLP, Oklahoma City, OK

9:00 a.m.

Federal Laws supporting Tribal Self Determination

This panel will discuss insights and best practices regarding the 477 Law.

Moderator: Ida Doyle, Workforce Development Specialist, Bureau of Indian Affairs, Oklahoma City, OK

Maria Howeth, Director of Project Support, Chickasaw Nation, Ada, OK
Penny Norseworthy
, Finance Director, Cherokee Nation, Tahlequah, OK
Dorna RidingIn-Battese, Education Division Director, Pawnee Nation, Pawnee, OK
Margaret Zientek, Assistant Director, Workforce & Social Services, Citizens Potawatomi Nation, Shawnee, OK

10:20 a.m. Break
10:30 a.m.

Federal Indian Law Changes and Their Impact on Tribal Finance

Learn how the recent changes in the law impact tribal finance, including updates on the role of tribal sovereign immunity, tribal jurisdiction, and available federal programs.

R. Daniel Carter, Partner, Conner & Winters, LLP, Tulsa, OK
Stephen R. Ward, Partner, Conner & Winters, LLP, Tulsa, OK

11:20 a.m.

Tribal Audits

Take a behind-the-scenes look at what auditors are seeking. This panel features auditors who will share best practices in regard to audits.

Patty Wetz, Senior Manager, Baker Tilly, Austin, TX
Joel Haaser, Managing Director, BKD CPAs & Advisors, Tulsa, OK

12:10 p.m. Summary & Wrap Up
12:15 p.m. Adjourn
12:20 p.m. (Optional) Highlights of Upcoming OSU Tribal Finance & Accounting Programs
  • Price: $215 per person if only attending the November 16 half-day conference. A discount for this conference will be provided should you choose to attend the full-day November 15 OSU Accounting and Financial Reporting Conference in Tulsa at the Southern Hills Marriott Hotel.
  • 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 16.
  • 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 Sponsorship–$2,500

  • Receive 4 registrations to attend the conference on November 16, 2018.
  • 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 & Accounting Conference webpage of the Center for Executive and Professional Development ( 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 Gold Sponsorship:

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 and meals 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