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OSCPA's Annual Members Meeting

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WinStar World Casino & Resort

777 Casino Av
Thackerville, OK 73459

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9.00 Credits

Member Price $290

Non-Member Price $390

Overview

Mark your calendars for the Oklahoma Society of CPAs' 106th Annual Members Meeting - the premier event for CPAs across the state. Join us for an informative and engaging two days filled with professional development, networking opportunities and much more!

This year's meeting promises to be our best yet, with a packed schedule of events that will leave you feeling inspired and energized. You'll have the chance to hear from industry experts on the latest trends and best practices in the profession, as well as network with colleagues from across the state. Whether you're a seasoned CPA or just starting your career, this event is not to be missed.

Here are just a few of the highlights you can expect:

  • Keynote presentation from the current AICPA Chair
  • Opportunities to earn up to 9 hours of recommended CPE credits
  • A chance to connect with fellow CPAs from across the state
  • Delicious food and beverages both days 

But that's not all - this year's event also includes a special evening reception, where you can unwind and mingle with colleagues in a relaxed and enjoyable setting. So don't wait - register now for the Oklahoma Society of CPAs 106th Annual Members Meeting and take your career to the next level!


Sleeping Rooms: Room block at the WinStar World Casino and Resort is full.

Prerequisites

None

Designed For

OSCPA Board of Directors, CPAs and their guests.

Monday, June 24

General Session

- Transformation & Growth Through Uncertainty

Carla McCall, AICPA Chair, AICPA

Carla McCall

Carla McCall , CPA, CGMA is Managing Partner of AAFCPAs, a preeminent, 300+ person CPA and consulting firm based in New England. She is Chair of the Board of Directors of American Institute of Certified Public Accountants (AICPA). Carla was named one of the Most Powerful Women in the Accounting Profession in 2020-2021, 2022, and 2023 by the AICPA and CPA Practice Advisor Magazine. Her dynamic executive leadership, bold practicality, and enthusiasm to embrace change is setting the standard for mission driven, growth organizations. She has been an instrumental force in the evolution and growth of AAFCPAs, responsible for driving the expansion of services beyond the core audit and tax, such as managed accounting, wealth management, robotic process automation, IT & cyber security, system selection & implementation, and data analytics.

Carla recognizes the importance of setting an influential tone at the top to inspire AAFCPAs’ people-first, cultural environment. Some of the programs she’s launched include: AAFCPAs’ Women’s Opportunity Network, DEI initiative, Innovation Lab and Changemaker Challenge, Automation Center of Excellence (CoE), Zip2CPA credentialing accelerator program, and E3 Intern Accelerator Program. She leads with authenticity and her commitment to service, volunteerism, and purposeful work is contagious. She inspires new pathways to growth, sustainability, and excellence.

Recommended for 1 hour of Specialized Knowledge CPE - The accounting profession continues to navigate the changing and challenging business environment. We’ve been resilient by seizing opportunities, while providing guidance to accelerate and lead the evolution of client services and business practices. In this professional issues update Carla McCall, Chair, AICPA and Co-chair of the Association, will share how the profession is accelerating and leading to grow services, connections and confidence while also keeping the profession attractive, prosperous and exciting for the next generation of CPAs and CGMAs.

Objectives:

  • Macro trends affecting the profession
  • Organizational transformation ideas

Credits: 1 - Specialized Knowledge

This session is available to registrants only.

General Session

- Tribal Contribution to the Oklahoma Economy

Kyle Dean, Director, Oklahoma City University Meinders School of Business

Kyle Dean

Kyle Dean is the Executive Director of the Steven C. Agee Economic Research and Policy Institute and a Professor of Economics at Oklahoma City University. He has over 19 years of experience providing economic analysis for governments, businesses, trade associations, and tribes. He strives to provide reliable, pertinent analysis for decisionmakers, especially where little information exists. His work has been cited frequently in Oklahoma and national media. He has a Ph.D. in Economics from Oklahoma State University and a BBA in Management Information Systems from the University of Oklahoma. He’s a lifelong Okie, and currently resides with his wife Seana in Oklahoma City.

Recommended for 2 hour of Specialized Knowledge CPE - Learn who/where are the tribes in Oklahoma and basic understanding of tribal history in Oklahoma.

Objectives:

  • Learn who/where are the tribes in Oklahoma and basic understanding of tribal history in Oklahoma
  • Understand economic ramifications of tribal structure for the tribe and communities in Oklahoma

Credits: 2 - Economics

This session is available to registrants only.

General Session

- Accountant Shortage: An Alternative to Outsourcing (Sponsored by Miles Talent Hub)

This session is available to registrants only.

Optional Session

- Welcome Reception

Come unwind and mingle with colleagues in a relaxed and enjoyable setting at the OSCPA’s Annual Members Meeting Reception.


*Guests welcome. $40/guest

This session is available to registrants and their guests

Session Pricing:

Guest Price
$40.00

Tuesday, June 25

General Session

- Faciliating Learning: Informal Workplace Interventions

Beth Adele, Oklahoma City University

Beth Adele

Beth, joined Oklahoma City University (OCU) as its Chair of the Mass Communications Department in the fall of 2019. Since then, she has added the titles of Associate Professor and Director of the Nonprofit Leadership department. Prior to serving OCU, she was the Director of Marketing at Lyric Theatre of Oklahoma. Beth as also served as the Acting Chair and Assistant to the Dean at Cameron University’s School of Business, as well as the Director of Career Services and Instructor of Marketing at the University of Central Oklahoma (UCO) where she was instrumental in the creation of the Veteran Higher Education Resources Office.

Beth earned her Ph.D. in Human Resource Development at The University of Texas at Tyler with an emphasis in organizational development and change management. Her dissertation focused on examining the beliefs, behaviors, and outcomes of managerial coaching. Beth is also a graduate of UCO with her Bachelor of Music and Master of Business Administration degrees. She is an alum of Leadership Edmond Class XXIX and holds a Nonprofit Management Certification from the Oklahoma Center for Nonprofits as well as an Instructional Design Certification from the Association for Talent Development (ATD).

Recommended for 2 hour of Personnel/HR CPE - Explore the art of guiding workplace learning discussing the characteristics of different informal managerial interventions such as coaching and mentoring. Discuss effective strategies for facilitating manager-employee partnerships emphasizing employee development and fostering a culture of continuous learning. Receive insights, tips, and practical techniques to empower managers and their teams.

Learning Objectives:

  • Identify the distinguishing characteristics of coaching and mentoring as informal managerial interventions.
  • Analyze effective strategies for cultivating manager-employee partnerships focused on fostering continuous learning.
  • TBD

Credits: 2 - Personnel/HR

This session is available to registrants only.

General Session

- Work Life Balance: Let Me Show You How

Raychel Clark, Accounting Manager, W & W - AFCO Steel LLC

Raychel Clark

Raychel Clark, CPA, is an accounting manager with W&W|AFCO Steel, which fabricates and erects steel structures internationally. She began her accounting career at a local non-profit, later moving on to jobs in the construction industry and public accounting as an auditor. She earned a Master of Science in Accounting from Oklahoma City University and is a Certified Public Accountant in the state of Oklahoma. Raychel is a member of the American Institute of Certified Public Accountants (AICPA) and the Oklahoma Society of Certified Public Accountants (OSCPA). At the OSCPA, she has been involved in a number of projects: the Strategic Planning Pipeline Task Force; the Diversity, Equity, and Inclusion committee as a committee chair; and the Accounting Careers, Financial Literacy, and Young Accounting Professionals committees as a committee member. In 2018, she was recognized with a Trailblazer award from the OSCPA. Her favorite volunteering activity is cleaning up parks with other CPAs at the annual CPA Day of Service.

Recommended for 2 hour of Personal Development  CPE - Imagine the phrase “work life balance” as the title of a book that is really about employee retention. The accounting field is experiencing a strong need for skilled employees, so employee retention is critical. You’ve got to get and keep your team. Getting is not the question; keeping is. How do you keep your employees from leaving due to stress, burnout, or any other name for this problem? Join Fellow OSCPA member, Raychel Clark, CPA as she covers how to balance work with life and everything else in between, from a manager’s perspective. This workshop is not just about successfully managing your work-life balance, but also about being a positive force in managing the work-life balance of your employees. Maybe you feel like you don't want your team to be slacking off all the time, but you also don't want to be demanding so much that you burn your team out. What can you do? Let's talk about it. There will be a broad discussion of trends in the accounting field, but also extra time dedicated to specific tips and tricks for how to keep yourself and your employees in balance.

Learning Objectives:

  • Identify your own personal ideas of acceptable work life balance and how those are being communicated to employees.
  • Examine how employees’ ideas of work life balance might differ, given different circumstances.
  • Build a specific plan that includes everyone.

Credits: 2 - Personal Development

This session is available to registrants only.

General Session

- Annual Business Meeting Luncheon

 

This session is available to registrants only.

General Session

- Ethically Obligated & A Morrally Bound

James Small, Senior Accountant, Carrefour Associates, LLC

James Small

Jim Small is the senior accountant for Carrefour Associates, LLC a Tulsa-based provider of hospice and palliative care with eleven locations in seven states. He is a member of the OSCPA Professional Ethics Committee and has served in numerous positions in the Tulsa Chapter of OSCPA and has presented seminars on ethics, fraud, identity theft and leadership to civic groups and professional organizations. He also taught accounting courses part time at the University of Phoenix for ten years. He is a father, grandfather and great grandfather.

Recommended for 2 hour of Behavioral Ethics  CPE - We will review elements of our professional ethics through the use of selected video clips and discussion.

Learning Objectives:

  • We all want to do the "right thing" but sometimes fail because we do not recognize the slow degradation of our actions.
  • We will review the role of the AICPA Ethics Division and the JEEP program that investigates CPA ethics cases.
     

Credits: 2 - Behavioral Ethics

This session is available to registrants only.

Non-Member Price $390

Member Price $290