Intermediate Tribal Financial and Accounting Certificate
November 16-19, 2020,
Osage Casino Hotel – Tulsa, OK
The OSU Intermediate Tribal Finance and Accounting Academy consists of:
- Certificate program to be completed in a 3 year time frame:
- Intermediate Tribal Finance and Accounting Certificate Program
- Replace with 3 ½ day program (23 hours)
- Gain knowledge and experience to help you become a more effective tribal finance/accounting professional and leader
- Interact with and learn from other tribal finance/accounting professionals throughout the state and beyond
- Intermediate Tribal Finance and Accounting Certificate Program
Digital Badge - Intermediate Tribal Accounting and Finance Certificate Program
As a participant of this program, you will also be eligible to receive a Digital Badge. Program and project completion is required in order to receive the OSU Intermediate Finance and Accounting Digital Badge that can be added to your portfolio. The badge will note the sessions covered and will serve as a validation of accomplishments, skills, and quality you have learned throughout this program.
In order to receive a certificate of completion, the participant must attend at least 90% of the program.
Project to Benefit Your Tribe: Digital Badge (Optional)
For applicability of learned material in the Intermediate Program, participants are encouraged to work with their employer in completing a project and case analysis of a financial/accounting issue to benefit their tribe/organization. Participants may also find a case study of another tribe’s financial challenges and seek solutions for that case. The project will be outlined as follows: 1) Identify key issues and problems; 2) Establish objectives; 3) Formulate alternatives for resolving the issues; and 4) Give a recommendation on the best solution.
A thirty minute session is scheduled each evening and dedicated for participants to brainstorm ideas regarding this project with the help of an industry expert. This project highlights the practices learned during this program, which in turn will benefit the participant’s tribe or organization. Projects are due by November 30, 2020. Upon the satisfactory completion of the project, the participant will be sent a digital badge, which the individual can add to their LinkedIn page, other social media options and/or resume.
OSU Tribal Finance and Accounting Institute/Academy Options (in order):
- Introductory Tribal Finance and Accounting Institute (annually offered in May in Stillwater, OK)
- Intermediate Tribal Finance and Accounting Academy (Oklahoma City and Tulsa, OK)
- Advanced Tribal Finance and Accounting Academy (TBA)
Who Should Attend
- Mid-level employees in tribal financial positions
- Individuals who have attended and completed the Introductory Tribal Finance and Accounting Certificate Program
- Professionals who need to acquire increased knowledge regarding tribal finance and accounting (i.e. accountants, lawyers, bankers, etc.)
- Elected tribal officials and leaders who wish to better understand the financial side of a business decision
Monday, November 16
8:00 - 8:30 a.m.
REGISTRATION
8:30 - 9:00 a.m.
PROGRAM WELCOME
Facilitator: Rachel Domnick, Instructor of Professional Practice, School of Accounting,
Oklahoma State University, Stillwater, OK
9:00 - 10:30 a.m.
FINANCIAL STATEMENT AND INTERPRETING DATA
Speaker: Nancy Titus-Piersma, Oklahoma State University
10:30 - 10:45 a.m.
BREAK
10:45 a.m. - 12:15 p.m.
DEVELOPING A TOOLKIT TO HELP FINANCIAL LEADERS TO EDUCATE/TEACH NON-FINANCIAL LEADERS
Speaker: Nancy Titus-Piersma, Oklahoma State University
12:15 - 1:15 p.m.
LUNCH
1:15 - 2:45 p.m.
PRESENTING FINANCIAL DATA
Speaker: Joel Haaser, BKD & Dave Carter, Oklahoma State University
2:45 - 3:00 p.m.
BREAK
3:00 - 4:30 p.m.
PRESENTING FINANCIAL DATA (CONTINUED)
Speaker: Joel Haaser, BKD & Dave Carter, Oklahoma State University
4:30 - 5:00 p.m.
PROJECT BRAINSTORMING
Speaker: Patty Wetz, CPA, Baker Tilley Virchow Krause, LLP
7:30-10:00 p.m.
NETWORKING RECEPTION
Tuesday, November 17
9:00 - 10:30 a.m.
PROCESS IMPROVEMENTS FOR THE FINANCE AND ACCOUNTING DEPARTMENT
Speaker: Audrey Gramling, Oklahoma State University & Joel Haaser, BKD
10:30 - 10:45 a.m.
BREAK
10:45 a.m. - 12:15 p.m.
PROCESS IMPROVEMENTS FOR THE FINANCE AND ACCOUNTING DEPARTMENT (CONTINUED)
Speaker: Audrey Gramling, Oklahoma State University & Joel Haaser, BKD
12:15 - 1:15 p.m.
LUNCH
1:15 - 2:45 p.m.
PRINCIPLES AND STANDARDS - TRIBAL GOVERNMENTAL ACCOUNTING
Speaker: Corrine Wilson, REDW
2:45 - 3:00 p.m.
BREAK
3:00 - 4:30 p.m.
PRINCIPLES AND STANDARDS - TRIBAL GOVERNMENTAL ACCOUNTING (CONTINUED)
Speaker: Corrine Wilson, REDW
4:30 - 5:00 p.m.
PROJECT BRAINSTORMING
Facilitator: Patty Wetz, CPA, Baker Tilley Virchow Krause, LLP
7:30 - 10:00 p.m.
NETWORKING RECEPTION
Wednesday, November 18
9:00 - 10:30 a.m.
INTERNAL CONTROLS, MANAGING AND BUDGETING OF TAX REVENUES 1.5
Speaker: Corrine Wilson, REDW
10:30 - 10:45 a.m.
BREAK
10:45 a.m. - 12:15 p.m.
TRIBAL REVENUE TAXES AND PAYMENTS
Speaker: Corrine Wilson, REDW
12:15 - 1:15 p.m.
LUNCH
1:15 - 2:15 p.m.
FRAUD PREVENTION AND DETECTION
Speaker: Ryan Luetkemeyer, Moss Adams
2:15 - 2:45 p.m.
CASH FLOW PRO FORMA STATEMENT
Speaker: Ryan Luetkemeyer, Moss Adams
2:45 - 3:00 p.m.
BREAK
3:00 - 3:30 p.m.
CASH FLOW PRO FORMA STATEMENT (CONTINUED)
Speaker: Ryan Luetkemeyer, Moss Adams
3:30 - 4:30 p.m.
FAIR VALUE ACCOUNTING OF INVESTMENTS
Speaker: Ryan Luetkemeyer, Moss Adams
4:30 - 5:00 p.m.
PROJECT BRAINSTORMING
Facilitator: Patty Wetz, CPA, Baker Tilley Virchow Krause, LLP
7:30-10:00 p.m.
NETWORKING RECEPTION
Thursday, November 19
9:00 - 10:30 a.m.
ETHICS
Speaker: Rachel Cox, Oklahoma State University
10:00 - 10:30 a.m.
INTRODUCTION TO TRIBAL INVESTMENTS & TREASURY MANAGEMENT
Speaker: Lars Landrie, Moss Adams
10:30 - 10:45 a.m.
BREAK
10:45 - 11:15 a.m.
INTRODUCTION TO TRIBAL INVESTMENTS & TREASURY MANAGEMENT (CONTINUED)
Speaker: Lars Landrie, Moss Adams
11:15 a.m. - 12:15 p.m.
FAIR VALUE ACCOUNTING OF INVESTMENTS
Speaker: Ryan Luetkemeyer, Moss Adams
12:15 - 1:30 p.m.
LUNCH & CERTIFICATE PRESENTATION
Gold - $2,000
($1,290 Non-gift; $710 Gift) Gift portion will assist with scholarship for tribal participant in need
- Up to 5 pages of organization’s information inserted in each participant’s binder
- Three reservations for each lunch (if attending)
- Three reservations for each evening reception (if attending)
- Five minutes to speak about organization’s product or service during one luncheon
- Organization name mentioned from the podium during the welcome
- Organization logo displayed on the front of the participant’s binder as a Gold Sponsor
- Signage with organization’s logo displayed as a Gold Sponsor
- Organization logo displayed in binder materials as a Gold Sponsor
- Organization logo and link to website listed on CEPD website as a Gold Sponsor
- Receive a copy of program attendee contact list
Silver - $1,000
($520 Non-gift; $480 Gift) Gift portion will assist with lunch/reception expenses
- Up to 3 pages of organization’s information inserted in each participant’s binder
- Two reservations for each lunch (if attending)
- Organization name mentioned from the podium during the welcome
- Signage with organization logo displayed as a Silver Sponsor
- Organization logo displayed in binder materials as a Silver Sponsor
- Organization logo and link to website listed on CEPD website as a Silver Sponsor
- Receive a copy of program attendee contact list
Booth (optional)
If you wish to have a booth at each session or just a particular session, please contact Lindsey Ray.
Conference Binder
During registration, each attending participant will be issued a binder of sponsor and educational information. If you decide to be a sponsor, you may submit the appropriate number of pages to be inserted in the binder. Binder material must be received no later than June 7, 2019. All binder material will be displayed in order of sponsorship and then alphabetic order by name. Please submit 30 copies. Each copy needs to be 3-hole punched. Mail your binder material to Lindsey Ray, Program Coordinator, OSU CEPD, 294 Business Building, Stillwater, OK 74078.
Door Prizes/Give-a-ways
We have created a system for door prize drawings in order to provide greater recognition for your organization. If you intend to offer a give-a-way, please complete the Door Prize Drawing section of the Sponsor Registration Form. Prizes will be awarded during a lunch or break.
Patty Wetz Baker Tilly
Jay Hannah BancFirst
Joel Haaser BKD
Tralynna Scott Cherokee Nation
Mike Wood Chickasaw Nation
Lacey Horn Treasury Tribal Advisory committee and Cherokee Nation
Choctaw Nation
Mary Chisholm Citizen Potawatomi Nation
James Nichols Dorsey & Whitney, LLP
Scott Huebert Finley & Cook
Kirke Kickingbird Hobbs Straus Dean & Walker, LLP
Nicole Elliott Holland & Knight, LLP
Elijah (Eli) McIntosh The Muscogee Creek Nation
Emery Real Bird NAFOA
Tasha Fox Osage Nation
Oklahoma Tribal Finance Consortium
Aaron Fournier The University of Oklahoma College of Law
W. Harrison Perry Pawnee Nation
Corrine Wilson REDW, LLC
Kyle Coody Seminole Nation
Lindsay Robertson The University of Oklahoma College of Law
OSU Representatives Holly Bergbower, Rachel Domnick, Ken Eastman, Audrey Gramling, Lindsey Ray, George Krull, Betty Simkins, Julie Weathers