4

2016 Annual Members Meeting brochure

  • Upload
    oscpa

  • View
    215

  • Download
    1

Embed Size (px)

DESCRIPTION

Adventure is calling! Get ready to explore the terrain of the OSCPA's 98th Annual Members Meeting!

Citation preview

1900 NW Expy, Ste 910 • Oklahoma City, OK 73118

www.oscpa.com • 800-522-8261

Tim ChriSTEN, CPA, CGmA, is Chairman Emeritus ofBaker Tilly VK, the nation’s 13th largest CPA firm, and has served as amember of the AiCPA’s Board of Directors and Governing Council. he has served as chairman the AiCPA’s major Firms Group and serves on the Council of the international integrated reporting Committee (iirC). Tim has been named one of Accounting Today’s Top 100 most influential People in Accounting.

TOm hOOD, CPA, CiTP, CGmA, is passionate about three areas: leadership, learning and technology. he helps CPAs “shape their future” through his work as CEO at the maryland Association of CPAs and an executive at the Business Learning institute. Tom was inducted into the Accounting hall of Fame (2015) by CPA Practice Advisor. he was named the fourth most influential leader in the CPA Profession in Accounting Today’s 2014 Top 100 most influential People in Accounting (his tenth time on the list).

GrEG KyTE, mBA, CPA, is the co-host of a monthly podcast thatyou’ve never heard of. he is a regular blogger for the ThriVEal CPA Network.in 2011, he was awarded the “G. robert Newhart Non-Value Added Fellowship”of the VeraSage institute. Accounting Today included him in its 2013 and 2014 lists of the Top 100 most influential People in the Accounting Profession.Greg currently works as the controller and general manager for the UtahValley Physicians Plaza.

Embassy suitEsDowntown/MeDical centeroklahoMa city741 N. PhilliPs aveNue • (405) 239-3900

DirEctions: Take i-235 to 6th street W/Downtown. use the left two lanes to turn left onto harrison ave. Continue onto Ne 8th street. Turn right onto N. Phillips avenue. The embassy suites will be on the right.

slEEping rooms: Book your room bymay 10, 2016 for $139 per night.

parking is available at no charge to all attendeesand guests.

attirE: Dress is business casual for all events or walk on the wild side.

social: Join the conversation by using our conference hashtag #amm2016 on social media! Download the OsCPa events app for free in the apple or Google Play stores to customize your conference experience.

AndroidTM Devices Apple® Devices

OSCPA Events

AndroidTM Devices Apple® Devices

Evolve

plan from thEpalm of your hanDThe free apps for OSCPA’s online social community, Evolve, and OSCPA Events are available for AndroidTM and Apple® devices.

See conference details, read speaker bios, view vendor lists and connect with other conference attendees. Create your session agenda for easy reference and share thoughts and ideas in our online member community, Evolve.

to register: mail form with payment to OSCPA, 1900 NW Expressway, Ste. 910, Oklahoma City, OK 73118-1898, fax to (405) 841-3801, or register online at www.oscpa.com. Questions? Email [email protected] or call (405) 841-3800, ext. 3816, (800) 522-8261.

cancellation policy: if you are unable to attend a program for which you registered, please inform the CPE manager. The OSCPA will transfer you to another course, or send you a refund. if you cancel a course within two weeks of the course date and greater than 24 hours in advance, you will be charged a $25 cancellation fee. A substitution may be made at no charge. if you cancel a course within 24 hours of the class, you will be considered a no show, forfeit your registration fee and be mailed the class materials.

Lunch is not included with CPE; lunch options should be selected below.

member Name: _____________________________________________________________ iD#: __________________________________ Firm/Company Name: _______________________________________________________________________________________________Address:_____________________________________________________________________ City/State/Zip:_________________________Phone: ____________________________ mobile: __________________________ Email: ________________________________________

o Check here if you have special physical or dietary needs. Please attach a written description of needs. Please select your membership category: o CPA o New CPA (certified less than 5 years) o Provisional o Associate

Registration fees shown are per person for each member type: morning cpE sEssionso Getting ready for the Fast Future (2 hours of cpE) | 8:00-9:40 am __________ @ $65 each _________o Professional issues Update (2 hours of cpE) | 9:50-11:30 am ________ @ $65 each _________

annual businEss mEEting anD lunchEon | 11:30 am-1:15 pmo CPA/Provisionals ________ @ $40 each _________ Guest(s): _____________________________________________________________________________ ________ @ $40 each _________o Associates ________ @ $15 each _________ Guest(s): _____________________________________________________________________________ ________ @ $15 each _________o 2016 30/40/50 year Award Winners ________ @ $0 each First Guest: __________________________________________________________________________ ________ @ $0 each Additional Guest(s): ________________________________________________________________ ________ @ $40 each _________

aftErnoon cpE sEssionso how to Cheat your Way to the highest Levels of Professional Ethics (2 hours of ethics cpE) | 1:30-3:10 pm ________ @ $65 each _________o holy mother of Fraud (2 hours of ethics cpE) | 3:25-5:05 pm ________ @ $65 each _________

rEcEption, DinnEr anD awarDs prEsEntation | 6:00 pm o CPAs and their Guests Guest(s) Name:_____________________________________________________ ________ @ $75 each _________o Past Presidents ________ @ $0 each First Guest: ______________________________________________________________________________ ________ @ $0 each Additional Guest(s): ___________________________________________________________________ ________ @ $75 each _________ o 2016 Trailblazers ________ @ $0 each First Guest: _______________________________________________________________________________ ________ @ $0 each Additional Guest(s): ____________________________________________________________________ __________ @ $75 each _________o New CPAs/Provisionals and their Guests Guest Names: ________________________________ ________ @ $40 each _________o Associates and their Guests Guest Names: ________________________________________________ ________ @ $20 each _________ Please choose one material option: o Free E-materials o Free Printed materials

o Late Fee For registering aFter May 20, 2016 Add $25 _________

EDucational founDation Drawingo yes! i want to win great prizes and help future CPAs by entering the drawing. _______ Tickets $5 each _______ (your $5 donation includes $.41875 sales tax)

total registration Costs $________________

mEthoD of paymEntpayment type: o Corporate Check o Personal Check o Visa o mC o AmEx o Disc

Credit Card Number: __________________________________________________________________ Exp Date: _____________________

Card holder’s Name: _________________________________________ Card holder’s Signature: _______________________________

aDVEnturE is calling.

ThE OSCPA’S 98Th ANNUAL mEmBErS mEETiNG

friDay, JunE 10, 2016

for their lunch sponsorship andunderwriting the registration costsfor our award winners, their guests

and provisional, associateand student members.

PrOUD SPONSOr OF ThE 2016 oscpa trailblazErs

agenDa7:00-8:00 Am • registration

8:00-9:40 Am • CPE Session (Recommended for Two Hours of CPE)getting ready for the fast future – the anticipatory cpaTom hood, CPA, CiTP, CGmA (Executive Director, maryland Association of CPAs)To survive and thrive in this new age of hyper-change and growing uncertainty, it is now imperative to learn a new competency – how to accurately anticipate the future. Navigate these trends and move from being a crisis manager to an opportunity manager. objectives: anticipate marketplace trends that will shape future markets; recognize and understand emerging innovation faster; identify opportunities and potential problems; and develop clear actionable steps to accelerate growth for the organization and its customers.

9:40-9:50 Am • refreshment Break with Exhibitors

9:50-11:30 Am • CPE Session (Recommended for Two Hours of CPE)professional issues updateTim L. Christen, CPA, CGmA (AiCPA Chairman, Board of Directors)Forage through the landscape and issues facing the CPa profession. objectives: Review trends within the CPa profession; understand the legislative environment; and discuss best practices within the profession.

11:30 AM-1:15 PM • Join the Expedition: Annual Business Meeting/LunchPresiding: robin Byford, CPA, CFP® (OSCPA President)Clear a path through for a new journey and recall the past year’s adventures: elect the Nominating Committee, vote on bylaw changes and honor the veterans of the profession – our 30, 40 and 50 year members!

1:15-1:30 Pm • refreshment Break with Exhibitors

1:30-3:10 Pm • CPE Session (Recommended for Two Hours of Ethics CPE)how to cheat your way to the highest levels of professional EthicsGreg Kyte, CPA (Founder, Comedy CPE)Research in the field of behavioral economics has given us insight into why we behave unethically and has provided us with new ways to increase ethical behavior at our firms. objectives: understand the chief causes of unethical behavior; learn how to influence yourself and others toward more ethical behavior; and review the methods and findings of academic studies on behaviorial ethics.

3:10-3:25 PM • Refreshment Break with exhibitors

3:25-5:05 PM • CPe session (Recommended for Two Hours of CPE)holy mother of fraud Greg Kyte, CPA (Founder, Comedy CPE)Fraud research and case studies show us how to detect and prevent fraud by identifying potential predators, red flag behavior, the most damaging fraud schemes and the most effective internal controls. objectives: identify and rank the red flag behaviors of fraud; compare yourself to the profile of a fraudster; identify the most damaging fraud schemes; and identify the internal controls that are most effective at preventing and detecting fraud.

6:00-7:00 Pm • reception honoring OSCPA Past Presidents and Trailblazerscaution: live animals will be held in designated areas for photo opportunities!

7:00 PM • It’s a Jungle Out There: Dinner and Awards Presentationshost: Steve milam, CPA, PFS (OOSCPA President Elect)Pack your pith helmet and binoculars! You’ll encounter many sights as you recognize fellowadventurers for their courageous exploits. Featuring the accounting hall of Fame inductee,Trailblazers recognition, Public service honoree, Chapter awards and installation of officers.

THE OSCPA’S 98th annual mEmbErs mEEting (#2563)JunE 10, 2016

Register by May 20th to save!www.oscpa.com

#amm2016

to register: mail form with payment to OSCPA, 1900 NW Expressway, Ste. 910, Oklahoma City, OK 73118-1898, fax to (405) 841-3801, or register online at www.oscpa.com. Questions? Email [email protected] or call (405) 841-3800, ext. 3816, (800) 522-8261.

cancellation policy: if you are unable to attend a program for which you registered, please inform the CPE manager. The OSCPA will transfer you to another course, or send you a refund. if you cancel a course within two weeks of the course date and greater than 24 hours in advance, you will be charged a $25 cancellation fee. A substitution may be made at no charge. if you cancel a course within 24 hours of the class, you will be considered a no show, forfeit your registration fee and be mailed the class materials.

Lunch is not included with CPE; lunch options should be selected below.

member Name: _____________________________________________________________ iD#: __________________________________ Firm/Company Name: _______________________________________________________________________________________________Address:_____________________________________________________________________ City/State/Zip:_________________________Phone: ____________________________ mobile: __________________________ Email: ________________________________________

o Check here if you have special physical or dietary needs. Please attach a written description of needs. Please select your membership category: o CPA o New CPA (certified less than 5 years) o Provisional o Associate

Registration fees shown are per person for each member type: morning cpE sEssionso Getting ready for the Fast Future (2 hours of cpE) | 8:00-9:40 am __________ @ $65 each _________o Professional issues Update (2 hours of cpE) | 9:50-11:30 am ________ @ $65 each _________

annual businEss mEEting anD lunchEon | 11:30 am-1:15 pmo CPA/Provisionals ________ @ $40 each _________ Guest(s): _____________________________________________________________________________ ________ @ $40 each _________o Associates ________ @ $15 each _________ Guest(s): _____________________________________________________________________________ ________ @ $15 each _________o 2016 30/40/50 year Award Winners ________ @ $0 each First Guest: __________________________________________________________________________ ________ @ $0 each Additional Guest(s): ________________________________________________________________ ________ @ $40 each _________

aftErnoon cpE sEssionso how to Cheat your Way to the highest Levels of Professional Ethics (2 hours of ethics cpE) | 1:30-3:10 pm ________ @ $65 each _________o holy mother of Fraud (2 hours of ethics cpE) | 3:25-5:05 pm ________ @ $65 each _________

rEcEption, DinnEr anD awarDs prEsEntation | 6:00 pm o CPAs and their Guests Guest(s) Name:_____________________________________________________ ________ @ $75 each _________o Past Presidents ________ @ $0 each First Guest: ______________________________________________________________________________ ________ @ $0 each Additional Guest(s): ___________________________________________________________________ ________ @ $75 each _________ o 2016 Trailblazers ________ @ $0 each First Guest: _______________________________________________________________________________ ________ @ $0 each Additional Guest(s): ____________________________________________________________________ __________ @ $75 each _________o New CPAs/Provisionals and their Guests Guest Names: ________________________________ ________ @ $40 each _________o Associates and their Guests Guest Names: ________________________________________________ ________ @ $20 each _________ Please choose one material option: o Free E-materials o Free Printed materials

o Late Fee For registering aFter May 20, 2016 Add $25 _________

EDucational founDation Drawingo yes! i want to win great prizes and help future CPAs by entering the drawing. _______ Tickets $5 each _______ (your $5 donation includes $.41875 sales tax)

total registration Costs $________________

mEthoD of paymEntpayment type: o Corporate Check o Personal Check o Visa o mC o AmEx o Disc

Credit Card Number: __________________________________________________________________ Exp Date: _____________________

Card holder’s Name: _________________________________________ Card holder’s Signature: _______________________________

aDVEnturE is calling.

ThE OSCPA’S 98Th ANNUAL mEmBErS mEETiNG

friDay, JunE 10, 2016

for their lunch sponsorship andunderwriting the registration costsfor our award winners, their guests

and provisional, associateand student members.

PrOUD SPONSOr OF ThE 2016 oscpa trailblazErs

agenDa7:00-8:00 Am • registration

8:00-9:40 Am • CPE Session (Recommended for Two Hours of CPE)getting ready for the fast future – the anticipatory cpaTom hood, CPA, CiTP, CGmA (Executive Director, maryland Association of CPAs)To survive and thrive in this new age of hyper-change and growing uncertainty, it is now imperative to learn a new competency – how to accurately anticipate the future. Navigate these trends and move from being a crisis manager to an opportunity manager. objectives: anticipate marketplace trends that will shape future markets; recognize and understand emerging innovation faster; identify opportunities and potential problems; and develop clear actionable steps to accelerate growth for the organization and its customers.

9:40-9:50 Am • refreshment Break with Exhibitors

9:50-11:30 Am • CPE Session (Recommended for Two Hours of CPE)professional issues updateTim L. Christen, CPA, CGmA (AiCPA Chairman, Board of Directors)Forage through the landscape and issues facing the CPa profession. objectives: Review trends within the CPa profession; understand the legislative environment; and discuss best practices within the profession.

11:30 AM-1:15 PM • Join the Expedition: Annual Business Meeting/LunchPresiding: robin Byford, CPA, CFP® (OSCPA President)Clear a path through for a new journey and recall the past year’s adventures: elect the Nominating Committee, vote on bylaw changes and honor the veterans of the profession – our 30, 40 and 50 year members!

1:15-1:30 Pm • refreshment Break with Exhibitors

1:30-3:10 Pm • CPE Session (Recommended for Two Hours of Ethics CPE)how to cheat your way to the highest levels of professional EthicsGreg Kyte, CPA (Founder, Comedy CPE)Research in the field of behavioral economics has given us insight into why we behave unethically and has provided us with new ways to increase ethical behavior at our firms. objectives: understand the chief causes of unethical behavior; learn how to influence yourself and others toward more ethical behavior; and review the methods and findings of academic studies on behaviorial ethics.

3:10-3:25 PM • Refreshment Break with exhibitors

3:25-5:05 PM • CPe session (Recommended for Two Hours of CPE)holy mother of fraud Greg Kyte, CPA (Founder, Comedy CPE)Fraud research and case studies show us how to detect and prevent fraud by identifying potential predators, red flag behavior, the most damaging fraud schemes and the most effective internal controls. objectives: identify and rank the red flag behaviors of fraud; compare yourself to the profile of a fraudster; identify the most damaging fraud schemes; and identify the internal controls that are most effective at preventing and detecting fraud.

6:00-7:00 Pm • reception honoring OSCPA Past Presidents and Trailblazerscaution: live animals will be held in designated areas for photo opportunities!

7:00 PM • It’s a Jungle Out There: Dinner and Awards Presentationshost: Steve milam, CPA, PFS (OOSCPA President Elect)Pack your pith helmet and binoculars! You’ll encounter many sights as you recognize fellowadventurers for their courageous exploits. Featuring the accounting hall of Fame inductee,Trailblazers recognition, Public service honoree, Chapter awards and installation of officers.

THE OSCPA’S 98th annual mEmbErs mEEting (#2563)JunE 10, 2016

Register by May 20th to save!www.oscpa.com

#amm2016

1900 NW Expy, Ste 910 • Oklahoma City, OK 73118

www.oscpa.com • 800-522-8261

Tim ChriSTEN, CPA, CGmA, is Chairman Emeritus ofBaker Tilly VK, the nation’s 13th largest CPA firm, and has served as amember of the AiCPA’s Board of Directors and Governing Council. he has served as chairman the AiCPA’s major Firms Group and serves on the Council of the international integrated reporting Committee (iirC). Tim has been named one of Accounting Today’s Top 100 most influential People in Accounting.

TOm hOOD, CPA, CiTP, CGmA, is passionate about three areas: leadership, learning and technology. he helps CPAs “shape their future” through his work as CEO at the maryland Association of CPAs and an executive at the Business Learning institute. Tom was inducted into the Accounting hall of Fame (2015) by CPA Practice Advisor. he was named the fourth most influential leader in the CPA Profession in Accounting Today’s 2014 Top 100 most influential People in Accounting (his tenth time on the list).

GrEG KyTE, mBA, CPA, is the co-host of a monthly podcast thatyou’ve never heard of. he is a regular blogger for the ThriVEal CPA Network.in 2011, he was awarded the “G. robert Newhart Non-Value Added Fellowship”of the VeraSage institute. Accounting Today included him in its 2013 and 2014 lists of the Top 100 most influential People in the Accounting Profession.Greg currently works as the controller and general manager for the UtahValley Physicians Plaza.

Embassy suitEsDowntown/MeDical centeroklahoMa city741 N. PhilliPs aveNue • (405) 239-3900

DirEctions: Take i-235 to 6th street W/Downtown. use the left two lanes to turn left onto harrison ave. Continue onto Ne 8th street. Turn right onto N. Phillips avenue. The embassy suites will be on the right.

slEEping rooms: Book your room bymay 10, 2016 for $139 per night.

parking is available at no charge to all attendeesand guests.

attirE: Dress is business casual for all events or walk on the wild side.

social: Join the conversation by using our conference hashtag #amm2016 on social media! Download the OsCPa events app for free in the apple or Google Play stores to customize your conference experience.

AndroidTM Devices Apple® Devices

OSCPA Events

AndroidTM Devices Apple® Devices

Evolve

plan from thEpalm of your hanDThe free apps for OSCPA’s online social community, Evolve, and OSCPA Events are available for AndroidTM and Apple® devices.

See conference details, read speaker bios, view vendor lists and connect with other conference attendees. Create your session agenda for easy reference and share thoughts and ideas in our online member community, Evolve.