OSCPA's CPE Blowout - Virtual
Overview
The OSCPA's CPE Blowout will feature popular courses from national speakers. Build your own schedule by choosing from 12 different four-hour courses over five days covering hot topics and updates in management, taxation, technology, financial planning, accounting, auditing, ethics and compilations.
Note: This conference has session-based pricing. Please select sessions and view your cart for the final price.
Want to Join Us in Oklahoma City? We are also hosting this event in-person.
Prerequisites
None
Designed For
CPAs in public practice and industry.
Objectives
Monday, December 16
Breakout Session
- Controller/CFO Update: Hot Topics Facing Today's Financial Professional
Jason Carney, Surgent McCoy CPE, LLCJason Carney
Jason Carney, CPA, CISA, PMP, CISSP, CCSP, Esq. is a Lead Information Security Analyst with Thomson Reuters. He has more than 15 years of experience in public accounting, consulting and industry. His specialties include information security, tax problem resolution and data analysis. Carney has worked in Federal Finance, Information Security and Tax. He is a member of the Minnesota Bar and was a President’s Scholar at the University of Saint Thomas Law School. Carney co-founded the Scott County Conciliation Clinic and represents impoverished debtors pro bono in association with the Volunteer Lawyers Network. He wrote “What is Business Intelligence and Why Should CPAs Care?” for Footnote and contributed to the upcoming What Every Lawyer Needs to Know About Client Trust Accounts.
In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, and on the other hand they need the best skills to motivate, manage, and lead people. Being pigeon-holed into one area or another is neither good for career building nor good for the organization. This reality has proven to be even more true with the advent of COVID-19. We'll cover the latest issues that all CFOs and controllers need to know about and provide how-to guidance to allow for immediate use in their organizations. The program is focused on organizational success and will concentrate on ways to manage risk and achieve greater productivity.
Learning Objectives:
- Understand the current issues and latest trends impacting CFOs, controllers, and finance professionals
- Understand how domestic and global economic conditions could impact the organization
- Apply what we have learned from the COVID-19 pandemic for a positive impact on the organization
Credits: 4 - Finance
This session is available to registrants only.
- Member Price
- $145.00
- Non-Member Price
- $195.00
Session Pricing:
- I do not want to attend this session.
This session is available to registrants only.
Breakout Session
- I do not want to attend this session.
This session is available to registrants only.
- Integrated Planning, Forecasting, and Budgeting for Organizational Success
Jason Carney, Surgent McCoy CPE, LLCJason Carney
Jason Carney, CPA, CISA, PMP, CISSP, CCSP, Esq. is a Lead Information Security Analyst with Thomson Reuters. He has more than 15 years of experience in public accounting, consulting and industry. His specialties include information security, tax problem resolution and data analysis. Carney has worked in Federal Finance, Information Security and Tax. He is a member of the Minnesota Bar and was a President’s Scholar at the University of Saint Thomas Law School. Carney co-founded the Scott County Conciliation Clinic and represents impoverished debtors pro bono in association with the Volunteer Lawyers Network. He wrote “What is Business Intelligence and Why Should CPAs Care?” for Footnote and contributed to the upcoming What Every Lawyer Needs to Know About Client Trust Accounts.
Planning may be one of the most important assignments of the finance professional; however, it is often accomplished in a way that can harm the organization. In many cases, huge sums are spent only to have a planning document developed that does not serve to bring the company together, but rather causes internal division. In some situations the budget can actually harm both productivity and alignment. This course is designed to bring planning, budgeting, and forecasting together into one fully aligned process that is easier, more efficient, and fully engages all parts of the organization. Rather than the plan being owned by the finance department, it is owned and followed by everyone from the CEO to the entry-level employee.
Learning Objectives:
- Implement an integrated approach to planning, budgeting and forecasting for a more uniform process throughout the organization and avoid the political pitfalls that often come with the planning process
- Maximize the usefulness of the different plans developed for the organization and identify the differences between strategic and incremental planning
- Perform a financial risk and EVA analysis (PV, ROI and Modified ROI)
Credits: 4 - Management Services
This session is available to registrants only.
- Member Price
- $145.00
- Non-Member Price
- $195.00
Session Pricing:
Tuesday, December 17
Breakout Session
- Critical Issues That CPAs in Industry Will Need to Face This Year
Jason Carney, Surgent McCoy CPE, LLCJason Carney
Jason Carney, CPA, CISA, PMP, CISSP, CCSP, Esq. is a Lead Information Security Analyst with Thomson Reuters. He has more than 15 years of experience in public accounting, consulting and industry. His specialties include information security, tax problem resolution and data analysis. Carney has worked in Federal Finance, Information Security and Tax. He is a member of the Minnesota Bar and was a President’s Scholar at the University of Saint Thomas Law School. Carney co-founded the Scott County Conciliation Clinic and represents impoverished debtors pro bono in association with the Volunteer Lawyers Network. He wrote “What is Business Intelligence and Why Should CPAs Care?” for Footnote and contributed to the upcoming What Every Lawyer Needs to Know About Client Trust Accounts.
In this session we will tackle pressing issues at a "need to know" level and then discuss the practical implications. You will come away armed with the "big picture." Preparedness is half the battle, so do not miss this critical briefing.
Learning Objectives:
- Understand the impacts of recent accounting pronouncements and critical tax topics on CPAs in industry
- Recently issued FASB Accounting Standards update
- This course will dicuss Leases - ASC 842, CECL - ASC 326, food, beverage, and entertainment expensing and the ins and outs of Health Savings Accounts (HSAs)
Credits: 2 - Taxes
Credits: 2 - Accounting
This session is available to registrants only.
- Member Price
- $145.00
- Non-Member Price
- $195.00
Session Pricing:
- I do not want to attend this session.
This session is available to registrants only.
Breakout Session
- Annual FASB Update and Review
Jason Carney, Surgent McCoy CPE, LLCJason Carney
Jason Carney, CPA, CISA, PMP, CISSP, CCSP, Esq. is a Lead Information Security Analyst with Thomson Reuters. He has more than 15 years of experience in public accounting, consulting and industry. His specialties include information security, tax problem resolution and data analysis. Carney has worked in Federal Finance, Information Security and Tax. He is a member of the Minnesota Bar and was a President’s Scholar at the University of Saint Thomas Law School. Carney co-founded the Scott County Conciliation Clinic and represents impoverished debtors pro bono in association with the Volunteer Lawyers Network. He wrote “What is Business Intelligence and Why Should CPAs Care?” for Footnote and contributed to the upcoming What Every Lawyer Needs to Know About Client Trust Accounts.
This course provides a detailed discussion on the key topics related to financial reporting, though in a summarized format. The course will focus on recent ASUs issued by the FASB with a concentration on issues of greatest significance to most accounting practitioners, including recently released 2024 ASUs. Specifically, the course will review recently issued FASB standards on leases and provide an update on ASC 842 and ASC 326 post-implementation items and other hot button accounting issues, such as what is on the FASB’s technical agenda. This course is the place to go for a succinct but thorough update on the big topics impacting financial accounting and reporting.
Learning Objectives:
- Be aware of recent private company standard setting activities and review the latest FASB Accounting Standards Updates (ASUs)
- Understand the recently implemented lease accounting guidance found in Topic 842, Leases
- Understand the key provisions and updates to Topic 326, Current and Expected Credit Losses (CECL)
Credits: 4 - Accounting
This session is available to registrants only.
- Member Price
- $145.00
- Non-Member Price
- $195.00
Session Pricing:
- I do not want to attend this session.
This session is available to registrants only.
Wednesday, December 18
Breakout Session
- I do not want to attend this session.
This session is available to registrants only.
- Securing a Comfortable Retirement
Edgar Gee Jr.Edgar Gee Jr.
Edgar Gee, CPA, MBA, is a local firm practitioner with over 35 years of professional experience. He works closely with small businesses in areas of auditing, tax planning, IRS representation and litigation support services and business valuations. A noted author, Mr. Gee has published articles in the Tax Advisor relating to the largest independent contractor case against the IRS in U.S. history. He testified before the U.S. House of Representatives Subcommittee on the Oversight of IRS Activities in 1996. He is co-author of PPC’s Guide to Worker Classification. Winner of the Max Block Award by NYSSCPAs for Distinguished Article of the Year 2000, “Independent Contractor or Employee: How the Process Works Today,” Mr. Gee speaks nationally to many professional organizations. He was past president of the Knoxville Chapter of the Tennessee Society of Certified Public Accountants. He was the recipient of the Discussion Leader of the Year award from the Tennessee Society of CPAs in 2001.
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income will be required and strategizing about how to reach retirement goals.
Learning Objectives:
- Help clients determine how much retirement income is necessary for the desired retirement lifestyle
- Identify resources available for retirement and summarize key points of recent research on the sustainability of retirement income and maintenance of desired retirement lifestyles
- Understand how to build the three-legged retirement stool: employer retirement, savings, and Social Security
- Develop Plan B when the ideal retirement goal is not achievable and understand timing regarding the use of taxable retirement funds and nontaxable funds, and strategies to minimize income tax on Social Security Recognize the role of various investment types, such as mutual funds, equity holdings, and bonds in retirement planning
- Explain ways that clients can convert the equity in a home to retirement income and how the value of a small business can be converted to retirement income Explain survival possibilities and how first-to-die and last-to-die survival probabilities are used in retirement planning for married couples
Credits: 2 - Specialized Knowledge
Credits: 2 - Taxes
This session is available to registrants only.
- Member Price
- $145.00
- Non-Member Price
- $195.00
Session Pricing:
Breakout Session
- I do not want to attend this session.
This session is available to registrants only.
- Key Partnership and S Corporation Tax Planning Strategies
Edgar Gee Jr.Edgar Gee Jr.
Edgar Gee, CPA, MBA, is a local firm practitioner with over 35 years of professional experience. He works closely with small businesses in areas of auditing, tax planning, IRS representation and litigation support services and business valuations. A noted author, Mr. Gee has published articles in the Tax Advisor relating to the largest independent contractor case against the IRS in U.S. history. He testified before the U.S. House of Representatives Subcommittee on the Oversight of IRS Activities in 1996. He is co-author of PPC’s Guide to Worker Classification. Winner of the Max Block Award by NYSSCPAs for Distinguished Article of the Year 2000, “Independent Contractor or Employee: How the Process Works Today,” Mr. Gee speaks nationally to many professional organizations. He was past president of the Knoxville Chapter of the Tennessee Society of Certified Public Accountants. He was the recipient of the Discussion Leader of the Year award from the Tennessee Society of CPAs in 2001.
Most of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course focuses on the special concerns and techniques the practitioner needs to thrive in this market.
Learning Objectives:
- Understand how the strategies and techniques in business-related tax planning are modified for pass-throughs
- Understand the special problems when transactions involve the business, its investors, and related businesses and individuals
Credits: 4 - Taxes
This session is available to registrants only.
- Member Price
- $145.00
- Non-Member Price
- $195.00
Session Pricing:
Thursday, December 19
Breakout Session
- I do not want to attend this session.
This session is available to registrants only.
- Surgent's S Corporation, Partnership, and LLC Tax Update
Edgar Gee Jr.Edgar Gee Jr.
Edgar Gee, CPA, MBA, is a local firm practitioner with over 35 years of professional experience. He works closely with small businesses in areas of auditing, tax planning, IRS representation and litigation support services and business valuations. A noted author, Mr. Gee has published articles in the Tax Advisor relating to the largest independent contractor case against the IRS in U.S. history. He testified before the U.S. House of Representatives Subcommittee on the Oversight of IRS Activities in 1996. He is co-author of PPC’s Guide to Worker Classification. Winner of the Max Block Award by NYSSCPAs for Distinguished Article of the Year 2000, “Independent Contractor or Employee: How the Process Works Today,” Mr. Gee speaks nationally to many professional organizations. He was past president of the Knoxville Chapter of the Tennessee Society of Certified Public Accountants. He was the recipient of the Discussion Leader of the Year award from the Tennessee Society of CPAs in 2001.
If you are a practitioner who wants the latest information on tax changes affecting your business clients or employers, then you should take this enlightening course. You will learn invaluable knowledge, strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. Continually updated to reflect enacted legislation.
Learning Objectives:
- Understand the current planning issues for businesses
- Understand how recent legislation impacts planning for pass-throughs
- Understand what pass-throughs can do in light of tax law changes
Credits: 4 - Taxes
This session is available to registrants only.
- Member Price
- $145.00
- Non-Member Price
- $195.00
Session Pricing:
Breakout Session
- I do not want to attend this session.
This session is available to registrants only.
- Succession Planning for the Small Business Owner: Finding the Exit Ramp
Edgar Gee Jr.Edgar Gee Jr.
Edgar Gee, CPA, MBA, is a local firm practitioner with over 35 years of professional experience. He works closely with small businesses in areas of auditing, tax planning, IRS representation and litigation support services and business valuations. A noted author, Mr. Gee has published articles in the Tax Advisor relating to the largest independent contractor case against the IRS in U.S. history. He testified before the U.S. House of Representatives Subcommittee on the Oversight of IRS Activities in 1996. He is co-author of PPC’s Guide to Worker Classification. Winner of the Max Block Award by NYSSCPAs for Distinguished Article of the Year 2000, “Independent Contractor or Employee: How the Process Works Today,” Mr. Gee speaks nationally to many professional organizations. He was past president of the Knoxville Chapter of the Tennessee Society of Certified Public Accountants. He was the recipient of the Discussion Leader of the Year award from the Tennessee Society of CPAs in 2001.
This highly informative course will bring you up-to-speed on the latest in individual tax law developments and the corresponding or responsive planning opportunities available to your clients. You will come away from the course ready to educate your individual tax clients and implement tax-savings ideas that will serve their ever-evolving needs. Continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFT4.
Learning Objectives:
- Understand strategies and tactics to use in light of new legislation
- Understand how to nail down valuable deductions and other reductions to the tax base
Credits: 4 - Taxes
This session is available to registrants only.
- Member Price
- $145.00
- Non-Member Price
- $195.00
Session Pricing:
Friday, December 20
Breakout Session
- Compilation Engagements Under SSARS
Kurt Oestriecher, Partner, Oestriecher & Company, CPAsKurt Oestriecher
Kurt G. Oestriecher, CPA is a partner with Oestriecher & Company CPAs in Alexandria, La., and is the partner in charge of accounting and auditing. He is Past-President of the Louisiana Society of CPAs and has served on numerous LCPA and AICPA Committees. He has facilitated CPE courses since 1992 and has received the AICPA Outstanding Discussion Leader Award 12 years and the LCPA Outstanding Discussion Leader Award four times.
This course provides a comprehensive review of all of the requirements necessary to properly conduct a compilation engagement under SSARS. The impact of SSARS 21 and the changes to practice will be a focal point. This course is recommended to fulfill four hours of the Oklahoma Accountancy Board's compilation requirement.
Learning Objectives:
- Provide a comprehensive overview of Compilation Standards in AR-C 70
- Understand changes to the compilation engagement as a result of SSARS 21
- Introduce documents and templates that will improve quality and profitability of your compilation practice
Credits: 4 - Compilation
This session is available to registrants only.
- Member Price
- $145.00
- Non-Member Price
- $195.00
Session Pricing:
- I do not want to attend this session.
This session is available to registrants only.
- K2's Artificial Intelligence For Accounting and Financial Professionals
Thomas Stephens, K2 EnterprisesThomas Stephens
Thomas G. (Tommy) Stephens Jr., CPA, CITP, CGMA, received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. During his professional career, Tommy has gained valuable experience in a variety of positions, including: • Working as an auditor and technology consultant for an Atlanta-based public accounting firm; • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company; • Serving as a Chief Financial Officer for an international engineering organization; and • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses. In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. Over the past twenty-seven years, Tommy has presented over 2,800 educational sessions to over 71,000 participants throughout the United States and Canada.Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.
Discover the real-world power of Artificial Intelligence (AI) and equip yourself with the skills to conquer modern challenges in accounting and finance. In this engaging course, we demystify AI and unveil its practical applications, transforming it from theory into a hands-on tool. Learn the essential AI fundamentals and unlock its remarkable potential to boost your productivity and effectiveness alongside your team.
Explore the specific problem-solving capabilities of AI, tailored to address the unique challenges faced by accounting and financial professionals. Gain expertise in leveraging AI features integrated into everyday applications, including the ubiquitous Excel. Uncover how these features enable you to effortlessly detect fraud, identify potential transaction errors, and elevate your financial operations to new heights. Witness firsthand how AI is reshaping the present and future of your profession, positioning you at the forefront of this revolutionary wave.
Learning Objectives:
- Recognize essential components of Artificial Intelligence.
- Distinguish AI, Machine Learning, and Robotic Process Automation.
- Explore practical AI applications in accounting and finance.
- Identify AI features in applications like Excel.
- Evaluate AI's impact on accounting and financial fields.
Credits: 4 - Computer Software & Applications
This session is available to registrants only.
- Member Price
- $145.00
- Non-Member Price
- $195.00
Session Pricing:
Breakout Session
- AICPA Professional Ethics
Kurt Oestriecher, Partner, Oestriecher & Company, CPAsKurt Oestriecher
Kurt G. Oestriecher, CPA is a partner with Oestriecher & Company CPAs in Alexandria, La., and is the partner in charge of accounting and auditing. He is Past-President of the Louisiana Society of CPAs and has served on numerous LCPA and AICPA Committees. He has facilitated CPE courses since 1992 and has received the AICPA Outstanding Discussion Leader Award 12 years and the LCPA Outstanding Discussion Leader Award four times.
This course is recommended to fulfill four hours of the Oklahoma Accountancy Board's ethics requirement.
Learning Objectives:
- Introduce the online Code of Professional Conduct
- Provide a comprehensive overview of the ethics rules that apply to members in both public practice and industry, including case studies
- Discuss any proposed changes to the Code of Professional Conduct
Credits: 4 - Behavioral Ethics
This session is available to registrants only.
- Member Price
- $145.00
- Non-Member Price
- $195.00
Session Pricing:
- I do not want to attend this session.
This session is available to registrants only.
- K2's Mastering Advanced Excel Functions
Thomas Stephens, K2 EnterprisesThomas Stephens
Thomas G. (Tommy) Stephens Jr., CPA, CITP, CGMA, received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. During his professional career, Tommy has gained valuable experience in a variety of positions, including: • Working as an auditor and technology consultant for an Atlanta-based public accounting firm; • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company; • Serving as a Chief Financial Officer for an international engineering organization; and • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses. In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. Over the past twenty-seven years, Tommy has presented over 2,800 educational sessions to over 71,000 participants throughout the United States and Canada.Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.
With approximately 500 functions now available in Excel, some newer and more powerful tools are easy to overlook. But, if you do that, your productivity will suffer. In this session, you will learn how to take advantage of many of Excel’s more advanced features – some new and some legacy – to elevate your productivity to higher levels.
In this session, you will learn about many of Excel’s newer tools, including XLOOKUP, SUMIFS, SWITCH, and STOCKHISTORY. Also included in this session are discussions of advanced financial functions, such as IPMT and PPMT, and how to retrieve summarized data easily using GETPIVOTDATA and CUBEVALUE. Additionally, you will learn how to make sophisticated calculations easier with Dynamic Array formulas, harness the AGGREGATE function's power, and create more accurate forecasts with Excel’s FORECAST.ETS function. No matter your experience working with Excel, participating in this course will help you work more efficiently and effectively in Excel.
Learning Objectives:
- List examples of best practices for constructing formulas in Excel spreadsheets
- Identify situations in which each of the following functions might be useful: SUMIFS, SWITCH, and STOCKHISTORY
- Distinguish between the XLOOKUP function and legacy Excel functions such as VLOOKUP, HLOOKUP, INDEX, and MATCH
- Cite examples of when using Dynamic Arrays would be useful
- Differentiate between Excel’s AGGREGATE and SUBTOTAL functions
- Identify conditions in which the FORECAST.ETS function is preferable to the FORECAST function
Credits: 4 - Computer Software & Applications
This session is available to registrants only.
- Member Price
- $145.00
- Non-Member Price
- $195.00
Session Pricing:
Pricing varies based on selections