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accounting

Accounting and Financial Reporting.

Oil and Gas Accounting.

Two conferences - endless insights.

The annual Accounting and Financial Reporting conference will be held in conjunction with the Oil and Gas Accounting conference on Thursday, Nov. 21 and Friday, Nov. 22, 2024, respectively, at the Marriott Tulsa Hotel Southern Hills.

Learn more about each conferenceInstructional method: Group live - Experts share their knowledge with participants through live, in-person presentations and question and answer opportunities.

Accounting and Financial Reporting

Nov. 21, 2024

Marriott Tulsa Hotel Southern Hills

  • Brings together national and regional experts, standard setters, FASB and SEC officials, corporate financial executives, CPAs and academics to discuss current issues in accounting.
  • Cost to attend AFRC ONLY:
    • $365 per person
    • Discounts are available for groups of 10 +. Please email cfw@okstate.edu to inquire.
  • Registration fee includes: instruction, participant materials and gift, breakfast items, snacks/refreshments and lunch.
  • Opportunity to earn up to 8 hours of CPE credit.

Oil and Gas Accounting

Nov. 22, 2024

Marriott Tulsa Hotel Southern Hills

  • Brings together nationally recognized experts, standard setters, corporate financial executives, and CPAs to discuss current issues in accounting in the oil and gas industry.
  • Cost to attend OGAC ONLY:
    • $215 per person
    • Discounts are available for groups of 10 +. Please email cfw@okstate.edu to inquire.
  • Registration fee includes: instruction, participant materials and gift, breakfast items and snacks/refreshments.
  • Opportunity to earn up to 4 hours of CPE credit.

AFRC + OGAC Bundle

Attend both conferences at a discounted rate:

  • $560 per person
  • Discounts are available for groups of 10 +. Please email cfw@okstate.edu to inquire.

Program Details 

  • Agenda - Accounting and Financial Reporting

    Moderated by Sarah Reed, President and CEO, MetaFund

    Time
    Topic and Speaker
    		 CPE Hours Field of Study
    8:20 a.m. Opening Remarks
    Dr. Angela Spencer - Department Head, School of Accounting, Oklahoma State University    		    
    8:30 a.m.
    Financial Accounting Standards Board Update
    Katy Rossino - Practice Fellow, Financial Accounting Standards Board
     
    Learning Objectives
    • Discuss FASB’s agenda consultation process.
    • Identify matters on the FASB’s current research agenda.
    • Identify recently issued accounting standards and other key developments.
    • Describe FASB’s post-implementation review process.
    		 1 CPE Accounting, Technical
    9:20 a.m. Networking Break    
    9:35 a.m.
    Accounting Pipeline Issues Panel
    Panel Moderator: Dr. Angela Spencer - Department Head, School of Accounting, Oklahoma State University
    Blaine Peterson - President and CEO, Oklahoma Society of CPAs
    Donna Bode - Tax Administration Officer, ConocoPhillips
    Somer Torres - Audit Director, Forvis Mazars
     
    Learning Objectives
    • Identify key challenges in the accounting talent pipeline.
    • Discuss strategies to improve access to and equity in the accounting profession.
    • Discuss actionable solutions to address the talent shortage in accounting.
    1 CPE
    Personnel/Human Resources, Non-Technical
    10:25 a.m.
    SEC Update
    Vivian Newton - SEC Regulatory Matters Manager, Grant Thornton LLP
    Hilary Penrod - Audit Partner and Professional Practice Director, Grant Thornton LLP
     
    Learning Objectives
    • List the current focus areas of the SEC.
    • Identify recent rules and practices issues that may affect financial reporting.
    • Identify frequent areas of comment.
    		 1 CPE Accounting, Technical
    11:15 a.m. Break    
    11:30 a.m. Working Lunch    
    Noon
    Diversity in Teams: The Power of Privilege
    Monika Turek - Learning  and Development Manager, HoganTaylor LLP
     
    Learning Objectives
    • Discuss the concept of privilege and how it affects opportunities.
    • Explore the impact of privilege on different life paths and experiences.
    • Develop a plan to use your privilege in practical, positive ways
    		 1 CPE Behavioral Ethics, Non-Technical
    12:50 p.m. Networking Break    
    1:10 p.m.
    Business Succession Planning
    Joseph Taylor - Board of Managers Chairman, JTaylor
     
    Learning Objectives
    • Explore the overall dynamics of a successful business succession.
    • Review how to perform an initial assessment of unique succession challenges for a particular business, including prioritization of the factors for primary focus.
    • Discuss how to develop and implement a succession plan customized for a particular business situation.
    		 1 CPE Business Management & Organization, Non-Technical
    2 p.m.
    Economic Matters
    Philip Mock - Founder and Managing Partner, 1522 Financial
     
    Learning Objectives
    • Discuss the latest economic conditions and their implications on businesses and industries.
    • Explore the significant economic developments and variances across various regions - both on a national and global scale.
    • Review the current economic environment and how to make better informed decisions and predictions within it.
    		 1 CPE Economics, Technical
    2:50 p.m. Networking Break    
    3:10 p.m.
    Tax Update and Planning Considerations
    Dodge Docheff - Director, Forvis Mazars
    Lucas Goodspeed- Tax Manager, Forvis Mazars
     
    Learning Objectives
    • Discuss the 2024 tax environment and considerations relating to the 2024 elections.
    • Identify tax planning strategies that may apply to you.
    • Identify potential 2025 legislative changes and the impact they may have.
    		 1 CPE Taxes, Technical
    4 p.m.
    Can Intuition, Empathy and Grace Result in Unethical Behavior?
    Leonelle Thompson - Early Career Manager, Williams
     
    Learning Objectives
    • Explore the concept of ethical intelligence and the impact on our decisions.
    • Review examples of the different rationalizations we tell ourselves and others to justify our decisions, actions and behaviors.
    • Discuss the potential ethical strengths and weaknesses that we all hold in the business environment.
    		 1 CPE Behavioral Ethics, Non-technical
    4:50 p.m.
    Closing Remarks
    James Payne - Dean, Spears School of Business, Oklahoma State University
    		    
    5 p.m. Adjourn    
  • Agenda - Oil and Gas Accounting

    Moderated by Kolby Miller, Fixed Assets Supervisor, Devon

    Time Topic and Speaker CPE Hours Field of Study
    8:20 a.m. Opening Remarks
    James Payne - Dean, Spears School of Business, Oklahoma State University    		    
    8:30 a.m.
    ONEOK Mergers and Acquisitions Panel 
    Panel Moderator - Debbie King, VP Audit Services, ONEOK
    Kathy Lewallen - VP Controller-Liquids, ONEOK
    Andrea Cooper - VP Treasury, ONEOK
    David Blotevogel - Assistant Controller, ONEOK
     
    Learning Objectives 
    • Discuss background of ONEOK’s acquisition of Magellan Midstream Partners (Magellan).
    • Explain the strategic alignment behind ONEOK’s acquisition of Magellan.
    • Share transaction timeline and aspects from our panel based on role/function.
    • Discuss challenges encountered and lessons learned for a large acquisition.
    		 1 CPE Management Services, Technical
    9:20 a.m.
    Oil and Gas Market Update
    Paul Bogenrieder - Economist and Energy Futurist, EY
     
    Learning Objectives
    • List the key trends in the Oil and Gas Industry.
    • Analyze the Financial Implications of Market Changes.
    • Discuss risk management strategies in a volatile market.
    		 1 CPE Economics, Technical
    10:10 a.m. Networking Break    
    10:30 a.m.
    Fueling the Future: The Critical Role of Natural Gas and Its Infrastructure
    John Porter - SVP and CFO, Williams
     
    Learning Objectives
    • Discuss the critical importance of natural gas in meeting energy growth demands in the U.S. and around the world.
    • Explore how U.S. natural gas production is positioned to meet these energy growth demands.
    • Discuss the critical importance of natural gas infrastructure companies, like Williams, in realizing the potential of U.S. natural gas.
    		 1 CPE Specialized Knowledge, Technical
    11:20 a.m.
    Safeguarding Trust: Ethical Considerations for CPAs in Fair Value Accounting
    Shane Randolph - Partner, Opportune
     
    Learning Objectives
    • Articulate the importance of public trust in the accounting profession and the relationship of ethical conduct. 
    • Identify and analyze common ethical dilemmas faced by CPAs when applying fair value accounting.
    • Differentiate between acceptable and unacceptable valuation techniques.
    • Develop strategies for navigating ethical conflicts.
    		 1 CPE Regulatory Ethics, Technical
    12:10 p.m.
    Closing Remarks
    Dr. Angela Spencer - Department Head, School of Accounting, Oklahoma State University
    		    
    12:15 p.m. Adjourn    
  • Hotel Booking

    Marriott Tulsa Hotel Southern Hills

    1902 E 71st St, Tulsa, OK 74136

    $110 per night

    Last Day to Book: Friday, Nov. 8, 2024

    BOOK NOW

  • Parking

    Complimentary parking for all guests and attendees will be located to the west side of the parking lot.

     

    Valet parking is available upon request and at the expense of the guest.

  • Sponsors

    Platinum Sponsor: 

    Gold Sponsor: 

    Silver Sponsor:

    Bronze Sponsor: 

     

    View Sponsorship Opportunities

    Submit Interest

  • CPE Credit

    The program content is appropriate for business professionals from entry level to mid-level managers. For CPE purposes, the knowledge level of the conference is "basic." There is no prerequisite education/experience or advance preparation required for participating in the conference.

     

    For CPE Credit, each session is worth 1 CPE credit, please see agendas with credit break downs. If attending all sessions, participants will receive 8 hours of CPE credit for AFRC and 4 hours of CPE credit for OGAC. Participants are required to attend and participate in complete session to receive CPE credit.

    The Center for Future of Work, 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 Policies
    Review the CFW program policies. All programs presented by the Center for the Future of Work are subject to these policies.
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