Conference of Accountants - The University of Tulsa

Conference of Accountants

May 12-13, 2022

 

Thank you for your support of the Conference of Accountants! CPE certificates will be emailed by May 25. 

Conference of Accountants
Presented by The University of Tulsa
Collins College of Business
(Virtual Conference)

Celebrating 75 Years! 

The Conference of Accountants evolved from a series of annual meetings begun in 1947 by Professor Emeritus Paul J. Graber. The Collins College of Business at The University of Tulsa acts as host providing event management and facilities (as appropriate) for the event. Since 1950, the Conference has been directed by a Planning Committee composed of representatives of the co-sponsoring professional organizations and by members of TU’s School of Accounting and Computer Information Systems. An Advisory Board, made up of area accounting professionals, provides counsel and assistance. Contact Cristina Smith Williams for more information.

Each Conference typically includes speakers drawn from organizations that impact accounting policy, including:

  • Securities and Exchange Commission
  • Federal Reserve Bank
  • Public Company Accounting Oversight Board
  • Financial Accounting Standards Board
  • American Institute of Certified Public Accountants
  • Institute of Management Accountants
  • Tax Executives Institute
  • Certified Fraud Examiners
  • Institute of Internal Auditors

Accounting speakers have also been provided by national & regional accounting firms such as PricewaterhouseCoopers, Ernst & Young, KPMG, Deloitte and Grant Thornton.

Leaders in the business community, representing both local and national companies have participated in our conference as keynote speakers. Past participants from the political arena have included the Lieutenant Governor, State Treasurer, Mayor of Tulsa and the Attorney General.

Many of our speakers have been recommended or provided by our Planning Committee members who represent the following sponsoring organizations for the Conference:

  • Association of Certified Fraud Examiners
  • Financial Executives Institute
  • The Institute of Internal Auditors
  • Institute of Management Accountants
  • Tulsa Chapter, Oklahoma Society of CPAs
  • Tax Executives Institute

Planned 2022 Topics Include:

  • Financial Accounting Standards Board
  • Security and Exchange Commission
  • Federal Tax Update
  • McGirt
  • ESG (Environment, Social, Governance)
  • Federal Reserve Update
  • State Economic Update
  • Ethics
  • Diversity, Equity, and Inclusion
  • Cryptocurrency
  • Personal Cybersecurity
  • Big Data/Data Analytics

Proceeds from the conference are used to provide scholastic awards to promising undergraduate and graduate accounting students. Since 2004, the conference has awarded almost $330,000. Additionally, our attendees can earn up to 15 hours (planned) of CPE for CPA or other certification continuing education requirements. Please check back for CPE updates.

Program Knowledge Level: Basic | Prerequisites: None | Advance Preparation: None

Contact Us

Helmerich Hall #215
The University of Tulsa
800 South Tucker Drive
Tulsa, Oklahoma 74104

918-631-3625

  • Registration & CPE Information

    Registration information

    Full Conference: $315

    One Day: $195

    Register

    CPE information

    To receive CPE credits, participants must verify that their names are clearly represented in the chat for each session and answer three participation questions per session. In addition, the “raise hand” feature may be used during sessions to record participation.

    If attending all sessions, participants will earn 15 CPE credits (planned). Check back for updates.

    Prerequisites: None
    Advanced Preparation: None
    Program Level: Basic
    Delivery Method: Group Internet Based Program (Virtual delivery)

    Conference of Accountants hosted by The University of Tulsa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

    Questions

    If you have questions regarding the program or registration email Cristina Smith Williams.

  • Refund Policy & Program Cancellation Policy

    Refund Policy

    If registration is canceled by May 6, 2022, a refund will be granted but subject to a $25 cancellation fee. Registrant will receive full refund minus $25 service fee. No refunds granted after May 6. Substitutions are permitted.

    For information regarding administrative policies or concerns,  cancellations, registration substitutions, and other inquiries, please contact Cristina Smith Williams by email or at 918-631-3625.

    Program Cancellation Policy

    If the conference or any part of the conference is canceled, all registrants will be notified via email. If there is a speaker or program cancellation or substitution, the conference organizers will notify registrants by email, as well as the conference website.

  • Agenda

    Bios, session descriptions, and learning objectives coming soon!

    Thursday, May 12

    8:15 AMWelcome
    8:30 AMOklahoma Lieutenant Governor Matt Pinnell
    Topic: Oklahoma Economic Update
    9:30 AMMike McBride, Chair, Indian Law & Gaming Practice, Director, Crowe & Dunlevy
    Topic: McGirt Update
    11:00 AMAdriana Yepes, Supervising Project Manager at Financial Accounting Standards Board
    Topic: FASB Update
    11:50 AM Lunch Break
    12:30 PMMarjorie Whittaker, Managing Director, ESG & Sustainability, Grant Thornton
    Topic: ESG Disclosure Update
    1:30 PMJonathan Kimmitt, Chief Information Security Officer, IT, The University of Tulsa
    Topic: Cybersecurity, It's Now Personal!
    2:30 PM Richard Levin, Chair, FinTech and Regulation Practice, Nelson Mullins Riley & Scarborough, LLP
    Geron Morgan, CPA, Partner, BKD National Financial Services Group
    Natalie Parker, EVP, Chief Risk Officer, Vast Bank
    Brad Scrivner, President and CEO of Vast Bank
    Moderator: Dr. Akhilesh Bajaj, Director School of Accounting and CIS, The University of Tulsa
    Topic: Cryptocurrency
    4:00 PMState Auditor Cindy Byrd
    Topic: Audit

    Friday, May 13

    8:15 AMWelcome
    8:30 AMChad Wilkerson, VP & OKC Branch Exec Federal Reserve Bank of KC
    Topic: Federal Reserve Update
    9:30 AMJohn Gimigliano, Principal-in-Charge, Federal Legislative and Regulatory Services
    Topic: The Biden Tax Plan, Dead or Alive?
    10:30 AMBrad Skinner, Office Chief, Office of Energy and Transportation, Division of Corporate Finance
    Topic: The SEC's Division of Corporate Finance - Overview and Update
    11:30 AM Tim Haskell, Senior Digital and Workforce Transformation Advisor, EY
    Topic: Work Reimagined: How workforce rebalancing is building pressure in the talent pipeline
    12:20 PMLunch Break
    1:00 PMVincent Rodriguez, Applications Architect Business Intelligence, ONEOK
    Topic: Big Data/Data Analytics
    2:00 PM Kelli McLoud-Schingen, VP for Diversity, Equity, and Inclusion, The University of Tulsa
    Topic: Fostering an Inclusive Workplace
    3:00 PMKathy Taylor, Dean of the Collins College of Business, The University of Tulsa
    Topic: Ethics