Accounting and Financial Reporting & Oil and Gas Accounting Conferences

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.

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:
- Deloitte
Bronze Sponsor:
- Forvis Mazars
- Opportune
- PwC
- HoganTaylor
- KPMG
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.