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Oklahoma State University
Center for Executive and Professional Development

Spears School of Business at Oklahoma State University

Intermediate Tribal Financial and Accounting Certificate

Intermediate Tribal Finance and Accounting

June 2019 - January 2020
OSU-Tulsa | OSU-OKC

The OSU Intermediate Tribal Finance and Accounting Academy (48 total hours) consists of:

  • Certificate program to be completed in a 3 year time frame:
    • Intermediate Tribal Finance and Accounting Certificate Program
      • Eight six-hour days (48 hours)
        • Format: Two consecutive days offered four times annually
      • 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

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.
*Approval Pending

In order to receive a certificate of completion, the participant must attend at least 90% of the program.

Enroll in all courses

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View Brochure

For more information:

405-744-5208

cepd@okstate.edu

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

Session 1

Wednesday, June 19, 2019 | OSU-Tulsa, North Hall 153 | Tulsa, OK

Time Event Hours Theme CPE
8:00 - 8:30 a.m. Registration      
8:30 - 9:00 a.m.

Program Welcome

Rachel Domnick, Instructor of Professional Practice, School of Accounting, Oklahoma State University

.5    
9:00 - 10:30 a.m.

Financial Statement and Interpreting Data

Nancy Titus-Piersma, Lecturer, Department of Finance, Oklahoma State University

1.5 Importance of Financial Data Technical, Finance
10:30 - 10:45 a.m. Break      
10:45 a.m. - 12:15 p.m.

Financial Statement and Interpreting Data (Continued)

Nancy Titus-Piersma, Lecturer, Department of Finance, Oklahoma State University

1.5 Importance of Financial Data Technical, Finance
12:15 - 1:15 p.m. Lunch      
1:15 - 2:45 p.m.

Developing a Toolkit to Help Financial Leaders to Educate/Teach Non-Financial Leaders

Nancy Titus-Piersma, Lecturer, Department of Finance, Oklahoma State University

1.5 Importance of Financial Data Technical, Finance
2:45 - 3:00 p.m. Break      
3:00 - 4:30 p.m.

Developing a Toolkit to Help Financial Leaders to Educate/Teach Non-Financial Leaders (Continued)

Nancy Titus-Piersma, Lecturer, Department of Finance, Oklahoma State University

1.5 Importance of Financial Data Technical, Finance
7:30 - 10:00 p.m. Hospitality Suite      

Thursday, June 20, 2019 | OSU-Tulsa, North Hall 153 | Tulsa, OK

Time Event Hours Theme CPE
9:00 - 10:30 a.m.

Presenting Financial Data

Joel Haaser, Managing Director, BKD
Dave Carter, Greg Massey Professor of Finance and Oklahoma Bankers Association Chair of Commercial Bank Management, Department of Finance, Oklahoma State University

1.5 Importance of Financial Data Technical, Finance
10:30 - 10:45 a.m. Break      
10:45 a.m. - 12:15 p.m.

Presenting Financial Data (Continued)

Joel Haaser, Managing Director, BKD
Dave Carter, Greg Massey Professor of Finance and Oklahoma Bankers Association Chair of Commercial Bank Management, Department of Finance, Oklahoma State University

1.5 Importance of Financial Data Technical, Finance
12:15 - 1:15 p.m. Lunch      
1:15 - 2:45 p.m.

Presenting Financial Data (Continued)

Joel Haaser, Managing Director, BKD
Dave Carter, Greg Massey Professor of Finance and Oklahoma Bankers Association Chair of Commercial Bank Management, Department of Finance, Oklahoma State University

1.5 Importance of Financial Data Technical, Finance
2:45 - 3:00 p.m. Break      
3:00 - 4:30 p.m.

Presenting Financial Data (Continued)

Joel Haaser, Managing Director, BKD
Dave Carter, Greg Massey Professor of Finance and Oklahoma Bankers Association Chair of Commercial Bank Management, Department of Finance, Oklahoma State University

1.5 Importance of Financial Data Technical, Finance

Session 2

Wednesday, July 17, 2019 | OSU-OKC, Conference Room North | Oklahoma City, OK

Time Event Hours Theme CPE
8:30 - 9:00 a.m. Registration      
9:00 - 10:30 a.m.

Process Improvements for the Finance and Accounting Department

Audrey Gramling, Wilton T. Anderson Chair in Accounting Professor and Head, School of Accounting, Oklahoma State University
Joel Haaser, Managing Director, BKD

1.5 Process & Financial Statements Technical, Finance
10:30 - 10:45 a.m. Break      
10:45 a.m. - 12:15 p.m.

Process Improvements for the Finance and Accounting Department (Continued)

Audrey Gramling, Wilton T. Anderson Chair in Accounting Professor and Head, School of Accounting, Oklahoma State University
Joel Haaser, Managing Director, BKD

1.5 Process & Financial Statements Technical, Finance
12:15 - 1:15 p.m. Lunch      
1:15 - 2:45 p.m.

Process Improvements for the Finance and Accounting Department (Continued)

Audrey Gramling, Wilton T. Anderson Chair in Accounting Professor and Head, School of Accounting, Oklahoma State University
Joel Haaser, Managing Director, BKD

1.5 Process & Financial Statements Technical, Finance
2:45 - 3:00 p.m. Break      
3:00 - 4:30 p.m.

Process Improvements for the Finance and Accounting Department (Continued)

Audrey Gramling, Wilton T. Anderson Chair in Accounting Professor and Head, School of Accounting, Oklahoma State University
Joel Haaser, Managing Director, BKD

1.5 Process & Financial Statements Technical, Finance
7:30 - 10:00 p.m. Hospitality Suite      

Thursday, July 18, 2019 | OSU-OKC, Conference Room North | Oklahoma City, OK

Time Event Hours Theme CPE
9:00 - 10:30 a.m.

Analyzing Financial Data for Financing Lending

Kent Faison, President, Commercial Capital, BancFirst
Jay Hannah, Executive Vice President of Financial Services, BancFirst

1.5 Process & Financial Statements Technical, Accounting (Government)
10:30 - 10:45 a.m. Break      
10:45 - 11:15 a.m.

Analyzing Financial Data for Financing Lending (Continued)

Kent Faison, President, Commercial Capital, BancFirst
Jay Hannah, Executive Vice President of Financial Services, BancFirst

.5 Process & Financial Statements Technical, Accounting (Government)
11:15 a.m. - 12:15 p.m.

Tools for Evaluating Economic Development Activities

Kelly Carpino, Chief Executive Officer, WTOK Economic Development for Wyandotte Nation, Wyandotte Tribe

1 Process & Financial Statements Technical, Tax
12:15 - 1:15 p.m. Lunch      
1:15 - 2:15 p.m.

Tools for Evaluating Economic Development Activities (Continued)

Kelly Carpino, Chief Executive Officer, WTOK Economic Development for Wyandotte Nation, Wyandotte Tribe

1 Process & Financial Statements Technical, Tax
2:15 - 2:45 p.m.

Using Operating and Capital Budgets to Meet Tribal Strategic Plans

Ryan Luetkemeyer, Senior Manager & CPA, Moss Adams
Jason Nelson, General Counsel, Kickapoo Traditional Tribe of Texas

.5 Process & Financial Statements Technical, Tax
2:45 - 3:00 p.m. Break      
3:00 - 4:30 p.m.

Using Operating and Capital Budgets to Meet Tribal Strategic Plans (Continued)

Ryan Luetkemeyer, Senior Manager & CPA, Moss Adams
Jason Nelson, General Counsel, Kickapoo Traditional Tribe of Texas

1.5 Process & Financial Statements Technical, Accounting

Session 3

Tuesday, November 19, 2019 | OSU-Tulsa, North Hall 153 | Tulsa, OK

Time Event Hours Theme CPE
8:30 - 9:00 a.m. Registration      
9:00 - 10:30 a.m.

Principles and Standards - Tribal Governmental Accounting

Corrine Wilson, Principal & CPA, REDW

1.5 Accounting & Taxes Technical, Finance
10:30 - 10:45 a.m. Break      
10:45 a.m. - 12:15 p.m.

Principles and Standards - Tribal Governmental Accounting (Continued)

Corrine Wilson, Principal & CPA, REDW

1.5 Accounting & Taxes Technical, Finance
12:15 - 1:15 p.m. Lunch      
1:15 - 2:45 p.m.

Principles and Standards - Tribal Governmental Accounting (Continued)

Corrine Wilson, Principal & CPA, REDW

1.5 Accounting & Taxes Technical, Finance
2:45 - 3:00 p.m. Break      
3:00 - 4:30 p.m.

Principles and Standards - Tribal Governmental Accounting (Continued)

Corrine Wilson, Principal & CPA, REDW

1.5 Accounting & Taxes Technical, Finance
7:30 - 10:00 p.m. Hospitality Suite      

Wednesday, November 20, 2019 | OSU-Tulsa, North Hall 153 | Tulsa, OK

Time Event Hours Theme CPE
9:00 - 10:30 a.m.

Internal Controls, Managing and Budgeting of Tax Revenues

Corrine Wilson, Principal & CPA, REDW

1.5 Accounting & Taxes Technical, Auditing
10:30 - 10:45 a.m. Break      
10:45 a.m. - 12:15 p.m.

Internal Controls, Managing and Budgeting of Tax Revenues (Continued)

Corrine Wilson, Principal & CPA, REDW

1.5 Accounting & Taxes Technical, Auditing
12:15 - 1:15 p.m. Lunch      
1:15 - 2:45 p.m.

Tribal Revenue Taxes and Payments

Corrine Wilson, Principal & CPA, REDW

1.5 Accounting & Taxes Technical, Ethics
2:45 - 3:00 p.m. Break      
3:00 - 4:30 p.m.

Tribal Revenue Taxes and Payments (Continued)

Corrine Wilson, Principal & CPA, REDW

1.5 Accounting & Taxes Technical, Ethics

Session 4

Wednesday, January 22, 2020 | OSU-OKC, Conference Room North | Oklahoma City, OK

Time Event Hours Theme CPE
8:30 - 9:00 a.m. Registration      
9:00 - 10:00 a.m.

Financial Investments

Vince Logan, Senior Advisor, Tribal Wealth Practice, Permanens Capital

1 Finance Investments & Auditing Technical, Auditing
10:00 - 10:30 a.m.

Introduction to Tribal Investments & Treasury Management

Lars Landrie, Principal, CFP, AIF, Moss Adams

.5 Finance Investments & Auditing Technical, Auditing
10:30 - 10:45 a.m. Break      
10:45 a.m. - 12:15 p.m.

Introduction to Tribal Investments & Treasury Management (Continued)

Lars Landrie, Principal, CFP, AIF, Moss Adams

1.5 Finance Investments & Auditing Technical, Auditing
12:15 - 1:15 p.m. Lunch      
1:15 - 2:15 p.m.

Return on Investments Statement

Vince Logan, Senior Advisor, Tribal Wealth Practice, Permanens Capital

1 Finance Investments & Auditing Technical, Auditing
2:15 - 2:45 p.m.

Cash Flow Pro Forma Statement

Ryan Luetkemeyer, Senior Manager & CPA, Moss Adams

.5 Finance Investments & Auditing Special Knowledge
2:45 - 3:00 p.m. Break      
3:00 - 3:30 p.m.

Cash Flow Pro Forma Statement (Continued)

Ryan Luetkemeyer, Senior Manager & CPA, Moss Adams

.5 Finance Investments & Auditing Special Knowledge
3:30 - 4:30 p.m.

Projects for Capital Acquisitions for Analyzing Business

Brian Foltyn, Practice Leader, Business Valuation Services, REDW

1 Finance Investments & Auditing Special Knowledge
7:30 - 10:00 p.m. Hospitality Suite      

Thursday, January 23, 2020 | OSU-OKC, Conference Room North | Oklahoma City, OK

Time Event Hours Theme CPE
9:00 - 10:00 a.m.

Infrastructure Funding Sources

Cynthia Kitchens, Program Manager, Tribal Liaison, Army Corps of Engineers

1 Finance Investments & Auditing Special Knowledge
10:00 - 11:00 a.m.

Fair Value Accounting of Investments

Ryan Luetkemeyer, Senior Manager & CPA, Moss Adams

1 Finance Investments & Auditing Special Knowledge
11:00 - 11:15 a.m. Break      
11:15 a.m. - 12:15 p.m.

Fraud Prevention and Detection

Ryan Luetkemeyer, Senior Manager & CPA, Moss Adams

1 Finance Investments & Auditing Ethics
12:15 - 1:15 p.m. Lunch      
1:15 - 2:15 p.m.

Fraud Prevention and Detection (Continued)

Ryan Luetkemeyer, Senior Manager & CPA, Moss Adams

1 Finance Investments & Auditing Ethics
2:15 - 2:45 p.m.

Ethics

Rachel Cox, Instructor of Professional Practice, School of Accounting, Oklahoma State University

.5 Finance Investments & Auditing Ethics
2:45 - 3:00 p.m. Break      
3:00 - 4:30 p.m.

Ethics (Continued)

Rachel Cox, Instructor of Professional Practice, School of Accounting, Oklahoma State University

1.5 Finance Investments & Auditing Ethics

Sponsorship Registration

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.

Program Dates/Times

OSU-Tulsa (North Hall 153)

Wednesday, June 19, 2019 | 8:00 a.m. - 4:30 p.m.
Thursday, June 20, 2019 | 9:00 a.m. - 4:30 p.m.
Tuesday, November 19, 2019 | 8:30 a.m. - 4:30 p.m.
Wednesday, November 20, 2019 | 9:00 a.m. - 4:30 p.m.

OSU-OKC (Conference Room North)

Wednesday, July 17, 2019 | 8:30 a.m. - 4:30 p.m.
Thursday, July 18, 2019 | 9:00 a.m. - 4:30 p.m.
Wednesday, January 22, 2020 | 8:30 a.m. - 4:30 p.m.
Thursday, January 23, 2020 | 9:00 a.m. - 4:30 p.m.

Patty Wetz, Baker Tilly
Jay Hannah, BancFirst
Joel Haaser, BKD
Lacey Horn, Cherokee Nation
Christy Estes, Chickasaw Nation
Bruce Barnett, Choctaw Nation
Mary Chisolm, Citizen Potawatomi Nation
Alison Grigonis, 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
Victor Flores, 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, Sarah Williams