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Session Sneak Peek: Jimmy Williams, CPA/PFS, CFP®

October 19, 2023

Jimmy Williams, CPAMeet Your Speaker

Jimmy J. Williams, CPA/PFS, CFP®, is the founder of Compass Capital Management and a widely regarded speaker for national corporations and professional associations in the financial industry.

He has worked with thousands of growth-minded business professionals to gain more confidence, growth and freedom in their financial and personal lives.

With a master's degree from The University of Tulsa in tax law and more than 30 years of experience, his insights are regularly featured in highly recognized outlets like The Journal of Financial Planning.

He has served as the president and founding board member of local, state and national associations and has been named one of the Top 40 CPAs You Should Know in a Recession by CPA Magazine.

As a speaker, he can help any business professional overcome the complacency of coasting through life by default to experience transformation and develop a strategic and financial plan for living life by design.

Q&A with Jimmy Williams, CPA/PFS, CFP®

OSCPA: Why should members attend your session?
Williams: The landscape of CPA ethics continues to evolve as business transactions and systems change. Attendees will gain knowledge of dealing with these changes in an ethical manner by reviewing actual cases from the AICPA PEEC Enforcement Subcommittee

OSCPA: How have you come to be so passionate about ethics?
Williams: My passion for ethics is based on the demands and respect the CPA credential commands in the marketplace. We hold a position as a trusted adviser and it's incumbent upon all of us to uphold this critical role in our economy. 

OSCPA: What has been your experience at the Oklahoma Tax Institute in the past as an attendee? As a speaker?
Williams: The Oklahoma Tax Institute is a unique conference catering to the special needs of tax practitioners. As a speaker, it is a challenge for me to bring the most impactful information for those attending. As an attendee, it is a great opportunity to share and interact with my friends and colleagues. 

OSCPA: Is there anything you think is unique to you and your session over ethics?
Williams: Yes, my unique approach to ethics speaking is based on experience on the AICPA PEEC and 25 years of research and analysis of our profession's Code of Conduct. 

OSCPA: What do you hope attendees will take away from your session
Williams: The primary takeaway for attendees from my session is the awareness they possess when they find themselves in an ethical dilemma. A bonus is that I am available to provide greater clarity and be a resource for them after the conference. 

Attend Jimmy's Oklahoma Tax Institute Session

Oklahoma Tax Institute
Nov. 30 - Dec. 1 | 8:30 AM | Recommended CPE Credits: 16 Hours
Broken Arrow | Virtual

  • Session:
    Ethics

  • Description:
    Participants will gain a greater understanding of the AICPA Code of Conduct, The Statements on Standards for Tax Services and other authoritative guidance the impacts the CPA credential. You will be engaged in the process of interactive learning through polling and real-time questions. Come prepared to be challenged in your background of ethics and give consideration to proposed changes required due to the ever-evolving business world.

  • Learning Objectives: 
    • Participants will gain knowledge of newly considered ethics pronouncements and other tax guidance.
    • Strategies will be discussed to aid the attendee in immediate implementation of ethical processes in their accounting practice