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Check back for information on the 21st Annual Accounting and Financial Reporting Conference held in November 2021

November 16-18, 2020

Virtual

9 a.m. to noon

 

The 20th Annual Accounting and Financial Reporting Conference, followed the same week by the Oil and Gas Accounting Conference, brings together national and regional 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, owners/managers of companies, CPAs, financial analysts, attorneys and others interested in SEC, FASB, financial reporting and oil and gas accounting issues.

 

Registration information

Early Bird Fee: $200 if registered by November 1

$225 if registered after November 1

*Group discount: For 10 or more people in the same company, the fee is $180 per person. Contact CEPD at 405-744-5208 or cepd@okstate.edu to receive the group discount.

 

Earn up to eight hours of CPE credit (2 hours of ethics, 4 hours of accounting, 1 hour of tax, and 1 hour of finance).

 

The Center for Executive and Professional Development, Oklahoma State University, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

 

Program format
  • Nov. 16: 8:30 a.m. virtual, breakout room networking opportunity, 9 a.m.-noon conference
  • Nov. 17: 8:30 a.m. virtual, breakout room networking opportunity, 9-11 a.m. conference
  • Nov. 18: 8:30 a.m. virtual, breakout room networking opportunity, 9 a.m.-noon conference

Instructional delivery method: Experts share their knowledge with participants through online, live presentations with question and answer opportunities available to participants.

 

  • Agenda

    November 16

     

    8:30 a.m.

    Virtual, breakout room networking opportunity (optional)


    9 a.m.

    Welcome

     

    9:10 a.m.

    ERM Guidance

    Presenter: Paul Sobel, Chairman, Committee of Sponsoring Organizations of the Treadway Commission (COSO), Atlanta, GA

     

    The Committee of Sponsoring Organizations of the Treadway Commission (COSO) is well known for its internal control and ERM frameworks. However, COSO also provides guidance and thought leadership on risk management and fraud deterrence. COSO has been busy in the last year, updating and issuing new guidance. The chairman of COSO will help participants in this session better understand the new guidance, which focuses on managing cyber, blockchain and compliance risks and controls, and other risk topics.

     

    10 a.m.

    Break

     

    10:10 a.m.

    Mergers and Acquisitions

     

    11 a.m.

    Break

     

    11:10 a.m.

    Quality Control Standards

    Presenter: Bob Dohrer, Global Chief Operating Officer, RSM International, former Chief Auditor, AICPA, Wilmington, NC

     

    Major changes are in the works for quality control standards, including a name change. This session will present an overview of the IAASB’s proposed suite of quality management standards, which are expected to be issued as final standards by the end of 2020. The session will cover the key changes from the current standards and the ASB’s approach to convergence with the proposed standards.

     

    12 p.m.

    Wrap-up

     

    November 17

     

    8:30 a.m.

    Virtual, breakout room networking opportunity (optional)

     

    9 a.m.

    Welcome

     

    9:10 a.m.

    Ethics Awareness

    Presenter: Maribeth Kuzmeski, Clinical Assistant Professor, School of Marketing and International Business, Spears School of Business, OSU

     

    This interactive, insightful and entertaining session will share common ethical issues and common causes of those issues. Attendees will gain guidance on upholding the obligation to act in the public interest while meeting professional responsibilities. Common responses and actions to ethical issues in the workplace will be discussed as well as the foundational knowledge of the moral dimensions of business helpful for recognizing, interpreting and reacting to ethical issues. Topics in the session include professional standards, values and norms, ethical theories and corporate governance.

     

    11 a.m.

    Wrap-up

     

    November 18

     

    8:30 a.m.

    Virtual, breakout room networking opportunity (optional)

     

    9 a.m.

    Welcome

     

    9:10 a.m.

    Current SEC Reporting Issues

    Presenter: Melissa Rocha, Senior Assistant Chief Accountant, Division of Corporation Finance, Securities and Exchange Commission, Washington, D.C.

     

    Reporting Disclosures

     

    10 a.m.

    Break

     

    10:10 a.m.

    Future Taxation Issues Panel

    Moderator: Chris Delk, Vice President, General Tax Counsel, ConocoPhillips, Houston, TX

    Evan West, Tax Partner, EY, Tulsa, OK 

    Veronica Bickerstaff, CFO, Vast Bank, Tulsa, OK

    Louis Teuscher, Vice President and Chief Tax Officer, The Williams Companies, Inc. and Williams Partners L.P., Tulsa, OK


    11 a.m.

    Break

     

    11:10 a.m.

    Fraud’s Latest Trends: It’s Time to Fight Back!

    Presenter: Todd Burchett, Partner, BKD CPAs & Advisors, San Antonio, TX

     

    It is estimated the average organization loses 5 percent of its annual revenue to fraud, according to ACFE’s 2020 Report to the Nations on Occupational Fraud and Abuse. This session is designed to update you on current trends related to fraud and ways you can utilize technology like data analytics to mitigate fraud risks.

     

    12 p.m.

    Wrap-up

  • Learning Objectives
    ERM Guidance with Paul Sobel
    • Discuss the new ERM guidance
    • Understand how the new ERM guidance manages cyber, blockchain, and compliance risks and controls
    Quality Control Standards with Bob Dohrer
    • Discuss the proposed new quality management standards from IAASB
    • Know the key changes from the current to new standards
    Ethics Awareness with Maribeth Kuzmeski
    • Understand the moral dimensions for recognizing, interpreting and reacting to ethical issues
    • Gain guidance on how to uphold the obligation to act in the public interest while meeting professional responsibilities
    • Discuss common responses and actions to ethical issues in the workplace
    Future Taxation Issues Panel with Chris Delk (moderator) and panelists
    • Understand the current tax environment from a public and private company perspective
    • Discuss the future direction of taxes in the coming year and what
    Fraud’s Latest Trends: It’s Time to Fight Back with Todd Burchett
    • Understand how technology like data analytics can be used to mitigate fraud risks
    • Explore current fraud trends so you are aware and can better/more quickly recognize it
  • Speakers

    Paul Sobel

    Chairman, Committee of Sponsoring Organizations of the Treadway Commission (COSO), Atlanta, GA


    Bob Dohrer

    Global Chief Operating Officer, RSM International, former Chief Auditor, AICPA, Wilmington, NC


    Maribeth Kuzmeski

    Clinical Assistant Professor, School of Marketing and International Business, Spears School of Business, OSU


    Melissa Rocha

    Senior Assistant Chief Accountant, Division of Corporation Finance, Securities and Exchange Commission, Washington, D.C.


    Chris Delk

    Vice President, General Tax Counsel, ConocoPhillips, Houston, TX


    Evan West

    Tax Partner, EY, Tulsa, OK


    Veronica Bickerstaff

    CFO, Vast Bank, Tulsa, OK


    Louis Teuscher

    Vice President and Chief Tax Officer, The Williams Companies, Inc. and Williams Partners L.P., Tulsa, OK


    Todd Burchett

    Partner, BKD CPAs & Advisors, San Antonio, TX

  • Sponsors

    Platinum

    Paycom Logo

    Gold

    Halliburton logo

    Williams Logo

    Opportune logo


    Stinnett and Associates logo


    WPX Energy logo

    Silver


    Grant Thorton

    EY logo

    Conoco Phillips logo

    KPMG logo

  • Sponsorship information

    Platinum Sponsor: $6,000

    16 registrations for all 3 days of the Accounting and Financial Reporting Conference

    Opportunity to introduce a speaker 

    Opportunity to play a 2 minute promotional video during one of the conference breaks

    Opportunity to send out a marketing email to participants 

    Opportunity to host/facilitate a breakout room during networking discussions (1 networking discussion per day — total of 3 networking discussions) 

    Logo included in marketing and conference materials and on the website 

    Gift: $2,620, Non-gift: $3,380


    Gold Sponsor: $4,000

    10 registrations for all 3 days of the Accounting and Financial Reporting Conference

    Opportunity to play a 2 minute promotional video during one of the conference breaks

    Opportunity to host/facilitate a breakout room during networking discussions (1 networking discussion per day—total of 3 networking discussions)

    Logo included in marketing and conference materials and on the website

    Gift: $1,700, Non-gift: $2,300


    Silver Sponsor: $2,500

    6 registrations for all 3 days of the Accounting and Financial Reporting Conference

    Opportunity to host/facilitate a breakout room during networking discussions (1 networking discussion per day—total of 3 networking discussions)

    Logo included in marketing and conference materials and on the website

    Gift: $800, Non-gift: $1,700


    Breakout Room Sponsor: $500

    Opportunity to host/facilitate a breakout room during networking discussions (one networking discussion per day - total of 3 networking discussions)

    BECOME A SPONSOR

  • Program Policies

    f a participant would like to cancel her/his registration less than 5 days prior to the program, you are welcome to send a substitute. A refund is available given notification no later than 6 days prior to the program. If you are cancelling your registration or transferring your registration to a colleague, please contact the OSU Center for Executive and Professional Development at 405-744-5208 or cepd@okstate.edu. CEPD will send you an email confirming your cancellation and refund if applicable.

     

    For more information regarding administrative policies such as complaints, please contact the assistant program manager, Krysta Gilbert, at 405-744-5208 or krysta.l.gilbert@okstate.edu.

     

    The program content is appropriate for all accounting and finance business professionals from entry level to executive. For CPE purposes, the knowledge level of the course is "basic." The prerequisite education/experience required for this conference is to have a basic understanding of accounting/finance matters.There is no advance preparation required for participating in this conference.

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