Tribal Finance and Accounting Conference
October 14, 2021
8:00 a.m. – 12:30 p.m.
Virtual
Participants can earn up 4 hours of CPE credit (3 hours of Accounting, Governmental and 1 hour of Information Technology).
COVID-19 and funding for relief of tribal nations is a major focus of this virtual conference which seeks to address relevant finance and accounting topics of importance to tribal nations. We hope you find the information relevant and helpful to you as we face these challenges together.
Registration information
$90 per person or $75 for 3 or more people from the same organization attending the October 14 half-day conference.
Conference Materials - The conference fees include the materials in electronic format.
Earn 4 CPE hours as we address accounting and finance issues that impact tribal organizations.
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.
- Agenda
October 14
8:00 a.m.-8:20 a.m.
Welcome and Introductions
Moderator: Eli McIntosh, Chairman, Oklahoma Tribal Finance Consortium and member of Muscogee (Creek) Nation
Rico Frias, Executive Director, Native American Finance Officers Association
8:20 a.m.-10:00 a.m.
Accounting and Finance Automation Initiatives by Tribes: Making Tribes more Efficient in the Accounting and Finance Area
The use of automation in finance and accounting helps to reduce repetitive administrative tasks. Different perspectives are presented on the importance of automation and how life can become easier.
Terry Long, Executive Director of Procurement, Choctaw Nation of Oklahoma, Durant, OK
Chas Robbins, Director, RSM US LLP, Oklahoma City, OK
Lessons Learned on the Implementation of an Enterprise Resource Planning Solution
Paula Starr, Chief Information Officer, Cherokee Nation, Tahlequah, OK10:00 a.m.-10:50 a.m.
Cybersecurity
As we continue to see in the media, regardless of your business size and industry, the cybersecurity threat landscape continues to grow with more innovative social engineering tactics designed to gain access to confidential information as well as business funds. Taking a proactive approach in accounting cybersecurity will help to ensure tribes and companies exhibit safety for members and clients of the tribe with financial, personal and professional information. In this session we will discuss technology best practices and proactive steps organizations can take to reduce their cyber risk.
Bob Simpson, Chief Information Officer, Finley & Cook, Shawnee, OK
Jennifer Moreno, CISA, REDW Information Technology and Cybersecurity Consultant, Albuquerque, NM10:50 a.m.-11:40 a.m.
Update on the American Rescue Plan Act of 2021 (ARPA)
The ARPA attempts to help facilitate the country’s recover from the impact of COVID-19 pandemic. Learn more about updates and what impacts it may have for tribes.
James K. Nichols, Attorney, The Jacobson Law Group, St. Paul, MN
Hattie Mitchell, Senior Manager, Tribal Consultant, REDW, Phoenix, AZ11:40 a.m.-12:30 p.m.
McGirt Case—Taxation and Other Implications
Learn more about the McGirt case and possible implications in regard to tax issues as well as other.
Bob Johnson, Jr., Principal, BKD LLP, Kansas City, MO
Kirke Kickingbird, Of Counsel, Hobbs Straus Dean & Walker, LLP, Oklahoma City, OK - Learning Objectives
Making Tribes more Efficient in the Accounting and Finance Area
- Gain a better understanding of how tribes and tribal enterprises are utilizing technology
and automation solutions to bring greater efficiency to their accounting and finance
functions
- Learn where automation can lead to enhanced reporting capabilities through data aggregation
and customization based on a user’s needs
- Discuss various systems that tribes are using for automation initiatives
Cybersecurity
- Participants will learn how to keep the organization safe by implementing best practices
of training people, implementing technical controls, defense in-depth, and regular
reviews or audits of your readiness.
- Participants will be able to recognize that there may still be technology gaps that
must be filled by virtual employees and services.
- Participants will be able to recognize their organization may still have a breach but this is where the planning pays off.
Update on the American Rescue Plan Act of 2021 (ARPA)
- The learner will be able to understand the legal framework for (1) determining eligible
uses of ARPA funds; and, (2) monitoring and oversight of ARPA fund expenditures.
- The learner will be able to identify the components of the ARPA revenue loss calculation.
- The learner will be able to interpret Uniform Guidance, internal controls and reporting requirements as it applies ARPA funding.
- Gain a better understanding of how tribes and tribal enterprises are utilizing technology
and automation solutions to bring greater efficiency to their accounting and finance
functions
- Sponsors 2022
Gold
- Sponsors 2021
Premium
Gold sponsors
Silver
Sponsorship opportunities
Premier Sponsor | $5,000
Gift $2,940; Non-Gift $2,060 | Combination sponsorship for all of the below tribal events:
- Online Introductory Tribal Finance and Accounting Certificate Program | Jan.-March
2022
- Up to 5 pages of sponsoring company's information inserted in each participant's digital
binder
- Prominent display of company's name and logo on conference materials and website
- Opportunity to be recognized on marketing emails to participants
- Receive copy of attendee list
- Introductory Tribal Finance and Accounting Certificate Program | May 10-13, 2022
- Up to 5 pages of sponsoring company's information inserted in each participant's binder
- Three reservations for each lunch (4) and each evening reception (3)
Sponsoring company mentioned from the podium during the welcome - Prominent display of company's name and logo on event signage, binder materials, and
website
- Opportunity to speak to participants regarding company's products/services
- Receive copy of attendee list
- Optional booth
- Virtual Intermediate Tribal Finance and Accounting Certificate Program | Oct.-Nov.
2021
- Up to 5 pages of sponsoring company's information inserted in each participant's digital
binder
- Prominent display of company's name and logo on conference materials and website
- Opportunity to be recognized on marketing emails to participants
- Receive copy of attendee list
- Virtual Tribal Finance and Accounting Conference | October 14, 2021
- Receive 10 registrations to attend the virtual conference
- Receive electronic materials for the conference
- Prominent display of company's name and logo on conference materials and website
- Sponsoring company will have an opportunity to play a 3-minute promotional video
- Opportunity to be recognized on marketing emails to participants
Gold Sponsorship | $1,500
Gift $750; Non-Gift $750
- Receive 10 registrations to attend the virtual conference
- Receive electronic materials for the conference
- Prominent display of company's name and logo on conference materials and website
- Sponsoring company will have an opportunity to play a 3-minute promotional video
- Opportunity to be recognized on marketing emails to participants
- Please make check payable to the OSU Foundation
Silver Sponsorship–$750
Gift $375; Non-Gift $375
- Receive 5 registrations to attend the virtual conference
- Receive electronic materials for the conference
- Prominent display of company's name and logo on conference materials and website
- Please make check payable to the OSU Foundation.
Additional note on sponsorship value: 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.
- Online Introductory Tribal Finance and Accounting Certificate Program | Jan.-March
2022
- Advisory Board
Mary Chisholm, Chief Financial Officer, Citizen Potawatomi Nation
Kyle Coody, Treasurer, Seminole Nation
Nicole Elliott, Partner, Holland & Knight LLP
Tasha Fox, Controller, Osage Nation
Richard “Rico” Frias, Executive Director, NAFOA
Joel Haaser, Managing Director, BKD CPA's
Jay Hannah, Executive Vice President, Financial Services, BancFirst
Alex Hontos, Attorney, Dorsey & Whitney, LLP
Lacey Horn, Chairwoman, Treasury Tribal Advisory Committee
Kirke Kickingbird, of Counsel, Hobbs Straus Dean & Walker LLP
Joel Laubenstein, Principal, Baker Tilly US, LLP
Eli McIntosh, Chairman, Oklahoma Tribal Finance Consortium and Member, Muscogee (Creek) Nation
Hattie Mitchell, CPA, CFE, REDW
James Nichols, Attorney, The Jacobson Law Group
W. Harrison Perry, Finance Director, Pawnee Nation
Lindsay Robertson, Faculty Director, Center for the Study of American Indian Law and Policy, University of Oklahoma
Tralynna Scott, Chief Economist, Cherokee Nation Businesses
LaDonna Sinning, Shareholder, Arledge & Associates, P.C.
Martin Tucker, Chief Financial Officer, Choctaw Nation
Mike Wood, Accounting Lead, Workforce Development, Chickasaw Nation - Program Policies
If a participant would like to cancel her/his registration less than 10 days prior to the program, you are welcome to send a substitute. A refund is available given notification no later than 11 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, Rebecca Ramsey at 405-744-5208 or rebecca.ramsey@okstate.edu.
The program content is appropriate for all business professionals involved in tribal finance and accounting from entry level to executive. For CPE purposes, the knowledge level of the course is "basic." There is no prerequisite education/experience or advance preparation required for participating in this conference.
