OSCPA's Annual Members Meeting
7.00 Credits
Member Price $450
Non-Member Price $550
Overview
Mark your calendars for the Oklahoma Society of CPAs' 107th Annual Members Meeting - the premier event for CPAs across the state. Join us for an informative and engaging day 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 7 hours of recommended CPE credits
- A chance to connect with fellow CPAs from across the state
- Delicious food and beverages
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 upscale and enjoyable setting. So don't wait - register now for the Oklahoma Society of CPAs 107th Annual Members Meeting and take your career to the next level!
Sleeping Rooms: Discounted room rates are available for $205 per night at The National, Autograph Collection in Downtown Oklahoma City. You can book your room online. Last day to make reservations is Sunday, June 1, 2025.
Prerequisites
None
Designed For
OSCPA Board of Directors, CPAs and their guests.
Monday, June 23
General Session
- Changes in the U.S. and Global Economies in 2025
Steven Agee, Oklahoma City UniversitySteven Agee
Steven C. Agee, Ph.D., earned his B.B.A. majoring in economics at O.U. and his M.A. and P.h.D. in economics from the University of Kansas. He started an oil and gas exploration and production company in Oklahoma City in 1982 and ran it for 24 years. That company sold in 2006, at which time Dr. Agee joined the Federal Reserve Bank of Kansas City, Oklahoma City Branch, as a director and served in that capacity for 6 years. Dr. Agee also joined that faculty in the Meinders School of Business at Oklahoma City University in 2007. He became Dean of the Meinders School of Business in the fall of 2010 and served in the capacity for 11 years. Steve is now Dean Emeritus and Professor of Economics at OCU.
This presentation will start with an assessment of the U.S. and global economies as of the end of 2024. We will then move into the change in administration and the Trump tariffs, and the impact these tariffs are having on the domestic and world economies. We will analyze the formula used by the Trump administration to calculate the tariffs on each country and the efficacy of these tariffs.
Upon completing this session, a learner will be able to:
- Understand where the U.S economy stand at the end of the Biden administration
- Understand how the U.S economy has been impacted by the Trump tariffs
- Understand the current state of the economy as of the day of the presentation
* Recommended for 2 hour of Economics CPE *
Credits: 2 - Economics
This session is available to registrants only.
General Session
- AI Technologies Update
Hart BrownHart Brown
Hart is a world-renowned expert and speaker on simplifying complex strategies while implementing them in creative and innovative ways during crises events where time is of the essence. Hart is a unique combination of an executive who has managed acquisitions and IPOs, an ethical hacker, a futurist, and a technologist. He has provided services in over 50 countries to heads of state and executives during the turbulence of governmental transitions, one of the largest bankruptcies in US history, major events such as the World Cup and Olympics, and incidents of terrorism. He is a thought leader and entrepreneur and the cybersecurity lead at Future Point of View. Hard has been referenced in over 90 publications and news outlets such as Reuters, USA Today, and WIRED magazine. He is the co-author of the book Online and Under Attack: What Every Business Needs to Know to Manage Cyber Risk and Win It’s Cyber War. He inspires audiences to think beyond what they see today, to question the status quo in a transformative way, and avoid learning by surprise in the future to create competitive advantages.
Recommended for 2 hour of Information Technology CPE - More information to come!
- Understand the evolution of AI & models like ChatGPT
- Evaluate AI’s impact on accounting
- Identify AI tools for immediate use
Credits: 2 - Information Technology
This session is available to registrants only.
General Session
- Annual Business Meeting Luncheon
This session is available to registrants only.
General Session
- The Profession Opportunity Update presented by AICPA Chair Lexy Kessler, CPA
Lexy Kessler
Recommended for 2 hour of Specialized Knowledge CPE - More information to come!
- Discuss current professional issues.
- Learn about future issues affecting the profession.
Credits: 1 - Specialized Knowledge
This session is available to registrants only.
General Session
- Ethics in Today's World
Jimmy Williams, Founder/President, Compass Capital Management, LLCJimmy Williams
Jimmy J. Williams, CPA/PFS, CFP®, is the CEO/ President of Compass Capital Management, LLC, a registered investment adviser and wealth management firm with offices in Tulsa and McAlester, Oklahoma. He specializes in creating plans for retirees and near-retirees to realize their bigger future by utilizing tax-efficient strategies in the areas of proactive retirement plan accumulation and distribution, estate preservation and cash flow planning.
This session will discuss ethics and the impact actions have on our daily lives.
Upon completing this session, a learner will be able to:
- Learn the foundation of situational ethics through a participatory process
- Examine cases and correct measures issued by the AICPA PEEC
* Recommended for 2 hour of Behavioral Ethics CPE *
Credits: 2 - Behavioral Ethics
This session is available to registrants only.
Optional Session
- Networking Reception
Come unwind and mingle with colleagues in a upscale and enjoyable setting at the OSCPA’s Annual Members Meeting Reception.
*Guests welcome. $40/guest
This session is available to registrants only.
- Guest Price
- $40.00
Session Pricing:
Non-Member Price $550
Member Price $450