Conference of Accountants

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. Funds allocated from the net proceeds are used to provide awards and educational support for undergraduate and graduate accounting students.  Contact Jennie Dugger, program coordinator, at jennie-dugger@utulsa.edu 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

We begin the process of defining the conference theme and inviting our speakers each August with a goal to complete the program brochure by February.

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

Registration Information

GENERAL INFORMATION

May 14-15, 2019

Register online here.

Questions

If you have questions regarding the program or registration, contact The University of Tulsa School of Accounting and Computer Information Systems, phone: (918) 631-3194 or email jennie-dugger@utulsa.edu.

Conference Speakers

2019 Speakers

NameTitleCompany/OrganizationTopic
Anna AmericaDirectorCity of Tulsa Parks and RecreationCity parks
Tony MooreDirectorGathering PlaceFinancial impact to the city
Matt BowlerAssociate Professor of ManagementOSULeading Change
Andrew ClarkData EconomistBlockScienceMachine Learning Automation in Auditing
Jose ContrerasManaging Director, ConsultingDeloitteDigital Transformation
Michael CorderoSpecial AgentFBIInterrogation and Interviewing
Jina EtienneDirector of Diversity and InclusionGrant Thornton LLPDiversity and Inclusion
Justin SutherlandAccountant, Enforcement DivisionSecurities & Exchange CommissionSEC/GAAP update
Scott McCandlessPrincipal – Tax Policy ServicesPwC USTax Policy Update
Aaron MilfordSenior VP and CFOMagellan Midstream Partners, L.P.Corporate Update
Tyler MooreTandy Associate Professor of CybersecurityUniversity of TulsaCybersecurity
Kathy NealAttorneyMcAfee & TaftCannabis in the Workplace
Brian RoseSenior Economist AmericasUBS Wealth Management CIOEconomic Update
Michael Prokop
Jim Kiser
Managing Director

Managing Director
Deloitte & Touche LLP

Deloitte Consulting
Blockchain
Grant JacksonChief Compliance Officer & Managing AttorneyONE Gas, Inc.Ethics
James BowieSenior Manager, Assurance ServicesErnst & Young LLPFASB Update
Agenda

Day 1: Tuesday, May 14, 2019

TimeSession
7:30 AM - 8:15 AMRegistration
8:15 AM - 8:30 AMWelcome
Dean Larry Wofford
8:30 AM - 9:20 AMSEC Enforcement Update and Frequently Observed Fraud Characteristics (S-1)
A brief update on SEC enforcement actions and trends in enforcement activity, followed by frequently observed fraud characteristics and some case studies.
Speakers: Justin Sutherland
9:20 AM - 10:10 AMFASB Update (S-2)
A targeted roundup of current FASB projects and standard-setting activities. With the number of recent projects and significant standard-setting and broader economic events, this session will focus on targeted activities that may be of interest to the conference participants.
Speakers: James Bowie
10:10 AM - 10:25 AMBreak
10:25 AM - 11:40 AMMindset - Diversity as a Differentiator (S-3)
A lot of the diversity & inclusion conversation is about bias and HR, but there is so much more to the story. Join us for a different conversation where we discuss the D&I imperative from the perspective of the small and mid-size firm. First we’ll look at the numbers: diversity demographics, CPA firm trends and growth rates, and projections for significant growth in women- and minority- owned businesses. Using that as a baseline, we'll then explore opportunities for differentiation in the marketplace that leverage diversity, for attracting both clients and staff.
Speakers: Jina Etienne
11:40 AM - 12:50 PMLunch
12:50 PM - 1:40 PMUS Economic Outlook (S-4)
Taking a look at the US economic growth as well as trade, fiscal and monetary policies.
Speakers: Brian Rose
1:40 PM - 2:30 PMMidstream Energy Fundamentals and Organizational Structure (S-5)
This session will provide an overview of energy and market fundamentals in the U.S. The discussion will also address the evolving use of the MLP organizational structure in the energy sector, including its impact on Magellan's competitive position.
Speakers: Aaron Milford
2:30 PM - 2:45 PMBreak
2:45 PM - 3:35 PMTough Issues for OK Employers - Practical Advice for Best Practices (S-6)
A discussion of the Oklahoma Unity Bill which will regulate the medical marijuana industry. We will also address the new white-collar exemptions under the FLSA.
Speakers: Kathy Neal
3:35 PM - 4:50 PMBasic Interviewing - The Factors that Drive the Process (S-7)
We will break down interviews and interrogations into the psychology and human nature that drive the process. You can be a better interviewer and interrogator by understanding these basics.
Speakers: Michael Cordero

 

Day 2: Wednesday, May 15, 2019

TimeSession
7:30 AM - 8:00 AMRegistration
8:00 AM - 8:50 AMWashington Policy Outlook (S-8)
This session will focus on the policy landscape in Washington, DC, with an eye on the uncertainty facing businesses around the direction of tax and trade issues. On tax, the Treasury Department and IRS are implementing the reform bill via regulatory guidance but also Congress is looking at possible changes to the reform bill in the near- and long-term. On trade, the issues with China and the North American trading bloc dominate and there are others as well. The session will cover those areas as well as the political and economic background influencing policy directions.
Speakers: Scott McCandless
8:50 AM - 9:40 AMMachine Learning Auditing (S-9)
As machine learning has is permeating more and more industries and businesses, the need for audit professionals to provide assurance over machine learning is growing. Andrew's presentation will provide an audit-centric overview of machine learning and present a framework for how to begin auditing machine learning in your organization.
Speakers: Andrew Clark
9:40 AM - 9:55 AMBreak
9:55 AM - 10:45 AMDigital Transformation (S-10)
Speakers: Jose Contreras
10:45 AM - 11:35 AMDemystifying Blockchain (S-11)
How Blockchain is changing the commercial landscape and its impact on accounting.
Speakers: Michael Prokop and Jim Kiser
11:35 AM - 12:45 PMLunch
12:45 PM - 1:35 PMParks Power the Economy (S-12)
From great signature parks like the Gathering Place or the Zoo to pocket parks nestled in neighborhoods, they aren’t just a nice luxury but a vital piece of the local economy. They drive tourism dollars, boost property values, generate millions in economic activity and jobs, and are a key element in attracting and retaining people and businesses.
Speakers: Anna America and Tony Moore
1:35 PM - 2:25 PMCybersecurity (S-13)
Identifying and Overcoming Barriers to Cybersecurity
We often think of cybersecurity as a purely technical problem. However, cybersecurity failures are often better explained by economics rather than technology alone. In this talk, Prof. Moore describes how misaligned incentives and market failures cause organizations to remain vulnerable to real-world cyber attacks…even with spending a record amount on countermeasures. He will explore how organizations typically manage their cybersecurity investment and share thoughts on how they can strengthen their security in today's challenging environment from an economic perspective.
Speakers: Tyler Moore
2:25 PM - 2:40 PMBreak
2:40 PM - 3:30 PMA Formula for Change (S-14)
Change is pervasive. Change is challenging. With the correct formula for leading people through change, change can be exhilarating and profitable. Dr. Bowler introduces the complexities and processes of change from the individual to the company level. Change can come in the form of growth, restructuring, mergers, divestitures and reengineering. Dr. Bowler explains how change effects individuals, departments and companies and provide a toolkit for assessing change readiness, planning for change, implementing a change process, and how to deal with resistance to change.
Speakers: Matt Bowler
3:30 PM - 4:20 PMIt's Not All Rainbows and Unicorns in Silicon Valley: The Importance of Building an Ethical Culture (S-15)
Lessons from the recent ethical blunders of two of the most highly-values start-ups and an overview of the essential elements for building a culture of compliance within your organization.
Speakers: Grant Jackson
Board and Committee

Advisory Board

  • Pamela Amburgy – Arvest Bank
  • Lisa Anderson – Morse & Co., PLLC
  • Steve Berlin – Retired-Kaiser Francis
  • Matt Bieberly – ONE Gas
  • Scott Carter – Cimarex Energy Company
  • James Dailey – Total Travel of Tulsa
  • Ron Emmons – Ronald R. Emmons, CPA/CFE
  • Kim Fairchild – HoganTaylor, LLP
  • Curtis French – Phillips 66
  • Kelly Luelf – Phillips 66
  • Rick Meyers – Tulco Oils, Inc.
  • James Miller – Retired-Arthur Andersen
  • Bob Mogelnicki – Moge Development Company
  • Kala Sharp – ONEOK Partners
  • Sandy Siegfried – Stanfield & O’Dell
  • Beth Soderfelt – Beth Soderfelt, CPA
  • Todd Stahley – Retired-ConocoPhillips
  • Adam Studie – Magellan LLP
  • Rebecca Thompson – AAON, Inc.
  • Mary Ann Vassar – City of Tulsa
  • Carley Williams – BKD LLP

Planning Committee

  • ACFE – Open
  • FEI – Owen Pugh, Retired
  • IIA – Annie Mills, ONEOK
  • IMA – John Thomas, Oklahoma Benefits & Consulting
  • OSCPA, Tulsa Chapter – Kristin Aylett
  • TEI – Tony Rackley, Williams Companies
  • TU – Tracy Manly, Accounting Professor
  • TU – Ben Holman, Accounting Professor
  • TU – Jennie Dugger, Conference Coordinator