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Please check back for information on the 2022 Accounting and Financial Reporting Conference

November 18, 2021

8 a.m. – 4:45 p.m. | Renaissance Tulsa Hotel & Convention Center

 

The 21st 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: $325 (if registered by November 5)
$345 (if registered after November 5)
Group discount: For 10 or more people in the same company, the fee is $300 per person. Contact CEPD at 405-744-5208 or cepd@okstate.edu to receive the group discount.
Virtual: $325 if registered by November 5
$345 after November 5
If attending both Accounting and Financial Reporting Conference and Oil and Gas Accounting Conference: $540 | Virtual: $540

 

Register

 

Register Both courses

 

Register Both courses- virtual

 

Earn up to eight hours of CPE credit (including 2 hours of ethics).

 

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.

 

Instructional delivery method: Group Live - Experts share their knowledge with participants through live, in-person presentations and virtual live streaming with question and answer opportunities.

 

  • Agenda

    November 18

     

    8:00 a.m.

    Welcome

    Audrey Gramling, Ph.D., Professor and Wilton T. Anderson Chair, School of Accounting, Spears School of Business, Oklahoma State University, Stillwater, OK
    Conference Moderator: Angela Baker, Chief Accounting Officer, Empire Petroleum Corporation, Tulsa, OK

     

    8:10 a.m.

    Taking the Numb out of Numbers

    Peter Margaritis, The Accidental Accountant, Westerville, OH

     

    9:25 a.m.

    Networking Break


    9:45 am

    Update on SEC

    Paul Munter, Acting Chief Accountant, U.S. Securities and Exchange Commission

     

    10:35 a.m.

    A Market Update: The Future Economy

    Moderator - Joe Cowan, Audit Senior Manager, Grant Thornton, Tulsa, OK

    Philip Mock, Chief Investment Officer, Executive Vice President, Trust Company of Oklahoma, Tulsa
    John D. Veal, Jr., District Director, U.S. Small Business Administration, Oklahoma District Office, Oklahoma City, OK
    Brad Vincent, Executive Vice President and Executive Director of Healthcare Banking, Bank of Oklahoma, Tulsa, OK


    12:00 p.m.

    Lunch


    1 p.m.

    How to RAISE the Bar in Ethical Decision Making

    Alfonzo Alexander, Chief Ethics and Diversity Officer, NASBA and President, NASBA Center for the Public Trust, Nashville, TN


    1:50 p.m.

    Ethics Panel

    Moderator - Rachel Cox, Instructor of Professional Practice, School of Accounting Oklahoma State University, Stillwater, OK

    Alfonzo Alexander, Chief Ethics and Diversity Officer, NASBA and President, NASBA Center for the Public Trust, Nashville, TN

    Ann Kluppel, General Auditor, Phillips 66, Houston, TX

    Edward Young, Chief Financial Officer, INSURICA, Oklahoma City, OK

     

    2:40 p.m.

    Networking Break

     

    3:00 p.m.

    Update from FASB

    Mary Mazzella, Assistant Director, Financial Accounting Standards Board, Norwalk, CT

     

    3:50 p.m.

    Forensics Accounting

    Vince Cummings, Director, Forensics Practice, BKD CPAs & Advisors, Kansas City, MO

     

    4:45 p.m.

    Adjourn
  • Learning Objectives
    Taking the Numb out of Numbers
    • Translate accounting/financial language into plain English through similar and understandable context

    • Demonstrate and explain why storytelling is an effective method of getting your recommendations and next-steps across to your audience “Define why employees care about fairness

    • Design your PowerPoint presentation to let the audience see only what you want them to see at that moment

     

     

    Update on SEC
    • “Differentiate oversight of FASB vs oversight of PCAOB”

    • “Understand SEC’s international engagement on financial reporting issues”

    • “Describe current financial reporting issues”

     

     

    A Market Update: The Future Economy (Panel)
    • Analyze the use of data by Companies and the impact on the future economy

    • Recognize the role of the SBA during the Pandemic and evaluate the impact to the economy going forward

    • Assess current market dynamics and the economy of the future

     

     

    How to RAISE the Bar in Ethical Decision Making (Alfonzo Alexander)
    • Understand the variety of sources of ethical dilemmas.

    • Acquire techniques for identifying ethical dilemmas.

    • Learn of the connection between bias and unethical behavior.

    • Recognize the importance of using ethical decision-making models.

    • Practice the use of an effective ethical decision-making model.

     

    Ethics Panel
    • Explain how a company’s core values impact their response to ethical decision making.

    • Differentiate between an organization’s culture impacting a person versus a person impacting an organization’s culture.

    • Explain what role management plays to ensure core values.

    • List examples of how a company can plan ahead proactively as opposed to reactively when it comes to ethical issues.

     

     

    Update from FASB
    • Understand how the FASB sets its agenda and what projects are currently in process.

    • Obtain on overview of key FASB initiatives and how stakeholders can provide feedback

    • Learn about the FASB’s post-implementation review process and the work that takes place after a standard is issued.

     

     

    Forensics Accounting
    • Describe recent fraud trends

    • Summarize real life examples of fraud and learn how those could be prevented/detected

    • Acquire a general understanding of forensic data analytics and other technology can help you mitigate fraud risk

  • Speakers

    Alfonzo Alexander

    Chief Ethics and Diversity Officer, NASBA and President, NASBA Center for the Public Trust, Nashville, TN


    Angela Baker

    Chief Accounting Officer, Empire Petroleum Corporation, Tulsa, OK


    Joe Cowan

    Audit Senior Manager, Grant Thornton, Tulsa, OK


    Vince Cummings

    Director, Forensics Practice, BKD CPAs & Advisors, Kansas City, MO


    Rachel Cox

    Instructor of Professional Practice, School of Accounting Oklahoma State University, Stillwater, OK


    Audrey Gramling, Ph.D.

    Professor and Wilton T. Anderson Chair, School of Accounting, Spears School of Business, Oklahoma State University, Stillwater, OK

     


    Ann Kluppel

    General Auditor, Phillips 66, Houston, TX


    Peter Margaritis

    The Accidental Accountant, Westerville, OH


    Mary Mazzella

    Assistant Director, Financial Accounting Standards Board, Norwalk, CT


    Philip Mock

    Chief Investment Officer, Executive Vice President, Trust Company of Oklahoma, Tulsa


    John D. Veal

    Jr., District Director, U.S. Small Business Administration, Oklahoma District Office, Oklahoma City, OK


    Brad Vincent

    Executive Vice President and Executive Director of Healthcare Banking, Bank of Oklahoma, Tulsa, OK


    Edward Young

    Chief Financial Officer, INSURICA, Oklahoma City, OK


    Paul Munter

    Acting Chief Accountant, U.S. Securities and Exchange Commission, Brookeville, MD

  • Sponsors

    Platinum

    paycom logo

    grant thornton

    Gold

    opportune

    stinnet

    williams

    halliburton

    Silver

    KPMG logo

    Embark

    conoco phillips

    auditec

    deloitte

    Silver/dinner

    ey logo

    WiFi

    KH CMYK

    Livestream

     

    fei logo

    Booth

    system one logo

    archon

    Break

    BOK

  • Sponsorship information

    Platinum Sponsor: $10,000 (AFRC and O&G)

    12 total registrations (online OR in-person) to the Accounting and Financial Reporting Conference.
    6 total registrations (online OR in-person) to the Oil and Gas Accounting Conference
    4 invitations to the accounting conference dinner on Thursday following the Accounting and Financial Reporting Conference
    Sponsor Booth – Accounting & Financial Reporting Conference ($500)
    Sponsor Booth – Oil and Gas Conference ($300)
    Gift $4,070 and Non-gift $5,930


    Gold Sponsor: $5,000

    8 total registrations (online OR in-person) to the Accounting and Financial Reporting Conference
    2 invitations to the networking dinner on Thursday following the Accounting and Financial Reporting Conference
    Sponsor Booth
    Gift: $1,980 Non-gift: $3,020


    Silver Sponsor: $2,500

    4 total registrations (online OR in-person) to the Accounting and Financial Reporting Conference
    1 invitation to the accounting conference dinner on Thursday following the Accounting and Financial Reporting Conference
    Sponsor Booth
    Gift: $640 Non-gift: $1,860


    Other Sponsorship Opportunities

    Invitation-Only Networking Dinner with Sponsors/ Speakers: $6,000
    2 AFR conference registrations
    4 invitations to networking dinner on Thursday evening following AFR Conference
    Gift: $5,110; Non-gift: $890

     

    Networking Event

    Thursday, immediately following AFRC: $7,000
    2 AFR conference registrations
    Gift: $6,350; Non-gift: $650
    Lunch Sponsor: $5,000 (Gift-2 available)
    Keynote Speaker Sponsor: $5,000 (Gift)
    Wi-Fi Sponsor: $750 (Gift)
    Sponsor Booth: $500 (Gift) (Check payable to OSU)

     

    BECOME A SPONSOR

     

    Available Sponsorships for Both Accounting and Financial Reporting Conference and Oil and Gas Accounting Conference.
    Breakfast Sponsor: $3,000 to sponsor the Accounting and Financial Reporting Conference breakfast OR the Oil and Gas Accounting Conference breakfast - $5,000 to sponsor both conference breakfasts.

    Break Sponsor: $2,500 to sponsor one of the Accounting and Financial Reporting Conference breaks OR one of the Oil and Gas Accounting Conference breaks

    Note: The IRS requires us to inform you the extent to which your gift for this event is tax deductible. The fair market value of benefits you will receive is listed within each level; therefore the amount of your gift greater than the benefit amount listed may be considered tax deductible. Consult a tax professional for guidance on how this applies to you or your company.

    Sponsors: Please make sponsorship checks payable to OSU Foundation.
    Booth Sponsors Please make checks payable to OSU.

  • Program Policies

    If 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 program coordinator, Shyanne Yeager, at 405-744-5208 or shyannm@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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