Conference of Accountants - The University of Tulsa

Helmerich Hall, Room 313
The University of Tulsa
800 South Tucker Drive
Tulsa, Oklahoma 74104


Thank you for your support of the 2021 Conference of Accountants!

Half Day Fridays | Virtual Conference | 2021

Conference Theme: What Next? Responding to Uncertainty & Charting Future Paths

  • September 17, 2021: 9:00 – 12:50 p.m.
  • October 1, 2021: 9:00 a.m. – 1:30 p.m.
  • October 8, 2021: 9:00 a.m. – 1:30 p.m.

* Welcome at 8:50 a.m.

Please note that in response to your feedback, we added a short lunch break from 11:50-12:15 p.m. 

The Conference of Accountants evolved from a series of annual meetings begun in 1947 by Professor Emeritus Paul J. Graber. The University of Tulsa acts as host and provides the facilities for accountants to discuss issues of common interest. 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

CHECK below for speaker updates! 

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 13 hours of CPE for CPA or other certification continuing education requirements.

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

The Conference of Accountants 2021 was a Group Live event presented online due to COVID-19.

  • Registration & CPE Information

    Registration information

    Each half day: $85
    Full conference (three half days): $249

    Registration link

    CPE information

    To receive CPE credits, participants must sign in on spreadsheet provided in the chat of each session and answer three participation questions per session. In addition, the “raise hand” feature may be used during sessions to record participation. Conference is a Group Live event presented online due to COVID-19.

    If attending all sessions, participants will earn 13 CPE credits.

    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:


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

  • Conference Speakers

    Session & Field of StudySpeakerTopicDescriptionLearning Objectives & Outcomes
    Session I: Business Management & Organization
    Virtual, 1 credit
    Kian Kamas
    Chief of Economic Development
    City of Tulsa
    Building a More Equitable Approach to Economic DevelopmentA discussion on moving beyond historic approaches to economic development and how a focus on equity can drive growth. -Participants will gain an understanding of how past approaches to economic development have failed governments and their residents, and how Tulsa is building an innovative organizational model focused on creating sustainable resources to reinvest in mission-driven activities.
    Session II: Mergers & Acquisitions
    Virtual, 1 credit
    John Curzon
    Founding Partner, CCK Strategies, PLLC

    Kaitlin Flinn
    Tax Manager, CCK Strategies, PLLC
    Mergers and Acquisitions Discussion of tax, valuation, accounting, and other business elements of typical M&A transactions, from both the buyer and seller perspectives, and discuss tax, cultural and jurisdictional issues that arise when those transactions cross borders. -Participants will gain an understanding of what questions to ask, who to ask and the general nature and scope of domestic and international M&A transactions.
    Session III: Business Management & Organization
    Virtual, 1 credit
    Heidi Hartman
    Heidi Hartman Consulting
    Emotional Intelligence-The Secret Sauce for Success in the WorkplaceHBR research has shown up to 90% of success in the workplace is attributed to Emotional Intelligence. HR Professionals will leave this session with concrete strategies to implement to be enhance their Emotional Intelligence capabilities which will be able to leverage influence and supercharge success in the workplace. -Influence organizational behavior and outcomes through effective relationships with key stakeholders.
    -Increasing Self-Awareness
    -Getting a team and advocates in your corner through leadership and negotiation and utilizing Emotional Intelligence to enhance effectiveness.
    Session IV: Specialized Knowledge
    Virtual, 1.5 credits
    Maria Dunn
    Chief Governance Officer
    Phillips 66
    Sustainability: Corporate Standards and ReportingA discussion of the current corporate environmental standards, governance, and reporting. -Participants will gain an understanding of the current status of regulatory and voluntary standards that apply to environmental social governance (ESG) non-financial disclosures or reporting.
    Session V: Specialized Knowledge
    Virtual, 1 credit
    Chad Wilkerson
    VP & OKC Branch Exec Federal Reserve Bank of KC
    U.S. and Oklahoma Economic UpdateOverview of the national and regional economy, along with specific indicators for the US, Oklahoma, and local region. -Participants will gain a greater understanding of key economic indicators including monetary policy, employment, GDP, housing, inflation, energy, agriculture, and banking.
    Session VI: Business Law
    Virtual, 1 credit
    Mike McBride
    Lawyer & Director
    Crowe & Dunley
    How We Got to McGirt & What Comes Next The Supreme Court’s decision in McGirt v. Oklahoma will continue to have significant impacts on state and tribal sovereignty, taxation, land use, economic development, as well as criminal justice for many years to come. How did we get here? What’s next? -Attendees will gain knowledge of the history of treaties, tribal jurisdiction, and statehood.
    -Participants will gain a greater understanding of federal Indian law and how the reservations persist within Oklahoma.
    Session VII: Personnel/
    Human Resources
    Virtual, 1 credit
    Jeff Wilkie
    Fractional HR Leader & Organizational Strategist
    Diversity and Inclusion:
    “It’s Not What You Think”
    Discussion on facilitating the building of relationships and instilling a sense of “appreciation of difference” within groups. Presentation will lay the groundwork for managing perceptions and being aware of unconscious and personal biases. -Participants will be more aware of personal bias.
    -Participants will learn how to create and action plan for heightened awareness in interactions with fellow colleagues and clients.
    -Participants will have greater appreciation for difference in groups.
    Session VIII: Ethics, 1.5 creditsJill Geiger and Lucinda Kenning Ethics In this highly interactive and engaging presentation, participants will learn basic theories of ethical thought and apply these to real life situations.-Analyzing ethical case studies and discussing pre-emptive operational controls will provide participants with practical take-aways.
    Session IX: Accounting
    Virtual, 1 credit
    Bryan Bodnar, CPA
    Partner, BKD
    Chair, AICPA Technical Issues Committee
    Reimagine – The Accounting Profession of TomorrowThe accounting profession of tomorrow will be dramatically impacted by the changing environment we are living in, including the rapid development of technology. -Participants will better understand the skill set needed to succeed in the changing profession of accounting.
    -Participants will understand how industry changes will impact both private and public organizations
    Session X: Accounting
    Virtual, 1 credit
    Doug Puckett
    National Tax Leader, Private Equity, Deloitte Tax LLP
    Tax Policy Update—Where Might We Go from Here? A look at the federal tax changes that seem most likely to occur within the next several months.Participants will
    -Gain an overview of the current political climate for federal tax changes and be able to identify which changes might have the highest likelihood of occurring
    -Understand the potential timing of anticipated changes
    Session XI: Accounting
    Virtual, 1 credit
    Nicholas Cappiello
    Supervising Project Manager, FASB
    Financial Accounting Standards Board (FASB) Update With Discussion of projects currently on the FASB’s agenda.-Following the presentation participants will have greater understanding of FASB is in terms of their standards setting activities and get an inside look as to some of the issues encountered.
    Session XII: Specialized Knowledge
    Virtual, 1.5 credit
    Vincent Rodriguez Senior Development Analyst Business Intelligence and Analytics ONEOK, Inc
    Data Lineage in Modern TimesDiscussion of self-service data processing and analytics tools, their proper utilization, and how to leverage them for success in the accounting and finance space.- Participants will gain an understanding of a diverse set of automation tools to acquire, transform, and integrate data
    - Participants shall better understand the rewards and potential risks of automation within their domain.

  • Agenda

    Friday, Sept. 17
    9:00 a.m. – 9:50 a.m. Kian Kamas
    10:00 a.m. – 10:50 a.m. John Curzon and Kaitlin Flinn
    11:00 a.m. – 11:50 a.m. Heidi Hartman
    12:00 p.m. – 12:50 p.m. Maria Dunn

    Friday, October 1
    9:00 a.m. – 9:50 a.m. Chad Wilkerson
    10:00 a.m. – 10:50 a.m. Mike McBride
    11:00 a.m. – 11:50 a.m. Jeff Wilkie
    12:15 p.m. – 1:30 p.m. Jill Geiger and Lucinda Kenning (75 minute session)

    Friday October 8
    9:00 a.m. – 9:50 a.m. Bryan Bodnar
    10:00 a.m. – 10:50 a.m. Doug Puckett
    11:00 a.m. – 11:50 a.m. Nick Cappiello
    12:15 p.m. – 1:30 p.m. Vincent Rodriguez (75 minute session)

  • Board and Committee

    Advisory and Planning Committee

    Chair: Alison Bertram – ONEOK, 2021, 2022

    Chair: Matt Bieberly – 2020-21


    • Steve Berlin – Retired, Kaiser Francis
    • Chair: Matt Bieberly – ONE Gas
    • Kim Fairchild – Hogan Taylor LLP
    • Kelly Luelf – P66
    • Rick Meyers – Retired, Tulco Oils, Inc.
    • Jim Miller – Retired, Arthur Andersen
    • Bob Mogelnicki – Moge Development Company
    • Owen Pugh – Retired, Paradigm Group
    • Tony Rackley – Retired, The Williams Companies
    • Kala Sharp – ONEOK
    • Sandy Siegfried – Stanfield & O’Dell PC
    • Rebecca Thompson – AAON
    • Mary Ann Vassar – City of Olathe
    • Carley Williams – BKD LLP


    • Pamela Amburgy – Arvest
    • Lisa Anderson – Morse & Co., PLLC
    • Kristin Aylett – AAON
    • Co-chair: Alison Bertram – ONEOK
    • Ben Gray – Hogan Taylor LLP
    • Maggie Gore – Deloitte
    • Annie Mills – ONEOK
    • Beth Soderfelt – Self-employed
    • Adam Studie – Magellan
    • Chris Walters – SemGroup

    TU School of Accounting and CIS

    • Akhilesh Bajaj, Chair
    • Karen Cravens, Accounting Professor
    • Ben Holman, Accounting Professor
    • Tracy Manly, Accounting Professor
    • Mike McCrary, Accounting Professor
  • Refund Policy & Program Cancellation Policy

    Refund Policy

    If registration is canceled by September 10, 2021, 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 Sept. 10, but substitute attendees accepted. 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.