TUESDAY, AUGUST 13
SESSION #1 8:10 TO 9:00 AM – FRANK ABAGNALE "CYBERCRIME, IDENTITY THEFT AND SCAMS"
Funds stolen through fraud are almost never recovered, so fraud prevention is the best form of protection. Frank Abagnale takes you behind the scenes to show you how simple strategies can thwart today’s cybercriminals. With vivid examples he uses when training FBI personnel and other law enforcement agencies, Abagnale reveals how identity thieves work, why passwords aren’t keeping you safe, and why protecting yourself against scams has never been more important. Audiences praise his informative and entertaining sessions brimming with practical takeaways for attendees wanting to better protect themselves and their organizations from ever-increasing fraud.
LEARNING OBJECTIVES
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Learn various fraud prevention strategies.
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Learn alternative methods of protection from identity theft.
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Learn keys to recognizing scams and how to protect your organization and yourself.
SESSION #2 9:15 TO 10:05 AM – JOE DUNLEAVY "CURRENT SEC TRENDS AND OBSERVATIONS"
Joe is going to cover a quick background on the SEC, current topics pending and anticipated upcoming topics before the SEC. Additionally, Joe is going to cover the current status on the climate change initiatives.
LEARNING OBJECTIVES
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Learn about SEC requirements concerning disclosure statements on company financial statements as it relates to climate change initiatives.
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Learn about how the numerous Biden SEC regulations have impacted the stock markets and investors.
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Learn how the upcoming 2024 election is impacting the SEC.
SESSION #3 10:20 TO 11:10 AM – JANIS PARTHUN "REGULATORY DEVELOPMENTS AND ACCOUNTING UPDATE"
This session will include a technical accounting update, highlighting developments by the Securities and Exchange Commission (SEC) and standard setting bodies. The highlights will include SEC and FASB’s priorities, as well as diving deeper to proposed rules and standards and recent updates. Specific topics will also include the cybersecurity disclosure rule, climate disclosure rule, segment reporting, and more.
LEARNING OBJECTIVES
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Learn about recent developments from the SEC and standard setting bodies.
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Understand how the developments may impact companies and financial reporting preparers.
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Learn about key trends or changes pertaining to accounting areas that may impact your organization.
SESSION #4 11:20 AM TO 12:10 PM – STEVE M. WYETT "THE LONG SHADOW OF THE PANDEMIC"
In this presentation we will discuss the policy response to the pandemic from the Fed and Congress. We will talk about the impacts of the actions they took and how it may be the pandemic is this generation’s “Great Depression”. The reality is COVID-19 changed everything. It took what was important and made it less important and what was less important and made it more important. It has redefined what work is and what it is worth to us. We will also talk about the impact of “Big Fiscal” and the choices we have going forward.
LEARNING OBJECTIVES
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Monetary policy and how it works
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Fiscal policy and growth versus debt choices
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Inflation. Over or still a problem
- De-globalization and our new multi-polar global economy...
SESSION #5 1:10 TO 2:00 PM – DR. SHANNON MCMURTREY "MISSOURI CYBERSECURITY CENTER OF EXCELLENCE (MCCOE): INTRODUCTION AND OVERVIEW”
There has long existed a tremendous gap between the number of Cybersecurity job openings available at any given time, and the number of trained professionals ready to fill them. This presentation will examine some of the reasons why that gap exists and explore new strategies for closing the gap.
LEARNING OBJECTIVES
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Understand the challenges presented by the current cybersecurity professionals gap, and the risks that it introduces to your organization.
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Better understand the key challenges involved in closing this gap.
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Explore creative strategies being undertaken at the Missouri Cybersecurity Center of Excellence (MCCoE) to address these challenges and begin to close the gap.
SESSION #6 2:10 TO 3:00 PM “A” – KAITLIN FLINN & SARA MAYS "STRATEGIC TAX MANAGEMENT: NAVIGATING COMPLEXITIES FOR MANAGERIAL ACCOUNTANTS"
To provide a broad understanding of current tax laws and regulations affecting organizations, with a focus on recent changes and implications for managerial accounting practices and to explore strategic tax planning methods that managerial accountants can implement to optimize their organization's tax position while ensuring compliance with laws and regulations.
LEARNING OBJECTIVES
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Long-term Tax Planning Techniques
- Tax Credits, Deductions, and Incentives
- Risk Management in Tax Planning
SESSION #7 2:10 TO 3:00 PM “B” – VANESSA GROSS "FEEDBACK FUEL: IGNITING YOUR FEEDBACK GAME TO GO THE DISTANCE"
In this session you'll learn all about feedback: what it is, what it isn't. You'll learn skills on how best to give feedback and how to receive feedback. You will walk away feeling better equipped to conduct feedback conversations.
LEARNING OBJECTIVES
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Learn about what feedback is and what the goal of feedback should be.
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How to prepare for feedback conversations.
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Skills on how to provide feedback in a reinforcing and redirecting way.
- Skills on how to best receive feedback.
SESSION #8 2:10 TO 3:00 PM “C” – AL MARCIANTE "ORACLE FUSION CLOUD EPM: REVOLUTIONIZING PLANNING WITH MACHINE LEARNING, PREDICTION AND IPM INSIGHTS"
Attendees joining this session will gain a comprehensive understanding of how Oracle Cloud EPM enables organizations to revolutionize their planning processes. We will explore the power of predictive planning, where machine learning algorithms automate forecasting, scenario analysis, and driver-based planning. By leveraging BYOML, organizations can bring their own custom machine learning models to enhance planning and analysis, tailoring predictions to their unique business needs. Lastly, we will showcase the benefits of Intelligent Performance Management (IPM) Insights. Participants will learn how to translate data into actionable decisions by leveraging real-time analytics and smart visualization capabilities. Oracle Cloud EPM's intelligent insights provide organizations with a competitive advantage, enabling them to identify trends, optimize performance, and make data-driven strategic choices.
LEARNING OBJECTIVES
- Auto. Predict enables you to jumpstart your planning process and improves the accuracy of your forecasts with powerful and automated predictive capabilities.
- IPM Insights reduces time spent in data analysis with financial pattern recognition that offers insights to planners, which they can evaluate and take action on.
- Machine Learning Model Import lets business users harness the power of data science by performing what-if analysis on a trained ML model that has been imported into a Planning application.
SESSION #9 3:10 TO 4:00 PM – PETE PHILIPPI "THREE PERSPECTIVES OF COACHING"
A person's leadership perspective is built from three vantage points; experience IN any given role, observing OF another in a role, and coaching someone THROUGH development within the role. Understanding the value and pitfalls of each of these perspectives can help a leader speak to those they lead in a more effective manner.
LEARNING OBJECTIVES
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Attendees will develop strategies for better utilizing in-role work experience to mentor trainees and coworkers.
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Attendees will improve workflow observation and learn techniques for processing observations into progress monitoring systems.
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Attendees will learn several best practice approaches for real time feedback and routine communication to trainees.
SESSION #10 4:10 TO 5:00 PM – JEANETTE STANTON & AMANDA ROBERTS "IT ALL ADDS UP: OPPORTUNITIES FOR CPAs & ACCOUNTANTS IN OKLAHOMA'S FILM INDUSTRY"
The film and television industry is a unique business in that almost every traditional trade imaginable plays a vital role in the production process - including CPAs and accountants. With the success of the state’s film incentive program in attracting productions such as “Killers of the Flower Moon,” “Reservation Dogs,” “Tulsa King,” and “Twisters” to Oklahoma, the need for local CPAS and accountants working in the film sector has never been greater. In this session led by Oklahoma Film + Music Office Director Jeanette Stanton and Incentives Specialist Amanda Roberts, attendees are invited to learn more about the impact of film and television in Oklahoma and the associated career and business opportunities for local CPAs and accountants within this sector.
LEARNING OBJECTIVES
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Understanding of the mission of the Oklahoma Film + Music Office and the function of the state’s film incentive program in creating career and business opportunities for CPAs and accountants through film and television.
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Understanding the unique role CPAs and accountants play in the budgeting/auditing process as required for productions utilizing Oklahoma’s film incentive program.
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Understanding some of the similarities & differences in film budgeting and accounting versus other industries.
WEDNESDAY, AUGUST 14
SESSION #11 8:10 TO 9:00 AM – MADISON MARSH "LATER IS TOO LATE"
Witnessing my mother's passing profoundly reshaped my understanding of time and its precious value. Navigating the grieving process transformed my tragedy into a beacon of hope. This journey of resilience and renewal has now propelled me towards the Miss America stage, where I embrace the future with unwavering determination.
LEARNING OBJECTIVES
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Emphasizing the importance of focusing on the present and releasing control over things beyond our influence.
- Discovering the positives in negative situations.
- Highlighting the significance of pursuing your passions and living for your own dreams, not someone else's.
SESSION #12 9:15 TO 10:05 AM – MARY SPEARS "ACCOUNTING FOR THE ONEOK/MAGELLAN ACQUISITION"
An overview of the timeline of the ONEOK/Magellan transaction, from deal announcement through filing the Annual Report on Form 10-K after the transaction close. The presentation will include a summary of accounting for a transaction under Accounting Standards Codification 805 “Business Combinations” and a discussion of the ONEOK accounting and disclosures. Mary will also discuss the challenges and opportunities the transaction presented for the accounting department.
LEARNING OBJECTIVES
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To understand the general timeline of a large acquisition.
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To understand the accounting for a large acquisition under ASC 805 and related disclosures.
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To understand the various accounting groups involved in ONEOK’s acquisition of Magellan.
SESSION #13 & #14 10:20 TO 12:10 PM – JENNIFER COONCE "ETHICAL LEADERSHIP: TRENDS, CHALLENGES, AND MANAGING FOR A CULTURE OF SUCCESS"
Our session will explore the fundamental principles of ethical decision-making, discuss the challenges of corporate social responsibility in today's climate, and examine emerging ethical challenges that organizations face. The session will also include practical strategies to navigate these complex issues while maintaining personal integrity and fostering a strong ethical culture.
LEARNING OBJECTIVES
- Understand the fundamental principles of ethical decision-making.
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Identify and analyze the challenges of ethical dilemmas in the current business environment.
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Learn strategies to navigate complex ethical dilemmas and discussions to encourage an ethical culture in your organization.
SESSION #15 1:10 TO 2:00 PM – JEFF HENSEL "PRACTICAL TIPS FOR INCORPORATING AI INTO YOUR BUSINESS"
The era of Artificial Intelligence (AI) is here. How your organization learns, adopts, and adapts will set the stage for long-term success or potentially falling behind others. This session will help you understand important considerations you need to take as you either start your AI journey or work to accelerate it. We will discuss overall organizational and technology considerations, how to take the first steps with artificial intelligence, how to make sure your organization comes along successfully on the journey, and how to make sure you are getting the business value from the investment.
LEARNING OBJECTIVES
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How AI is impacting organizations today, and things your organization should consider before taking on any AI initiatives.
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Some practical first-steps in making AI real within your organization.
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How to measure business value and overall risk as your proceed on an AI journey.
SESSION #16 2:10 TO 3:00 PM "A" – TARA MUNDELL "CHAMPION MINDSET: WHAT EVERY PROFESSIONAL NEEDS DURING THE GREAT DISRUPTION"
Tara will discuss training on some transferable skills and building and cultivating a champion mindset. These are skills every professional needs as we faced with rapid change, challenges and opportunities.
LEARNING OBJECTIVES
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Understand the importance of adaptability in navigating a rapidly changing business landscape.
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Cultivate a champion mindset to embrace challenges and setbacks as opportunities for learning and development.
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Learn to embrace discomfort as a catalyst for growth opportunities.
SESSION #17 2:10 TO 3:00 PM “B” – TIM BUFORD "TAX LEGISLATIVE OUTLOOK IN THIS ELECTION YEAR"
Session will consider the balance of power in Congress and likely agenda coming out of an election. Precise topics to be determined as the summer progresses.
LEARNING OBJECTIVES
- Tim will be updating the presentation until the last minute to ensure that all information is as current as possible whether it is approved or pending legislation.
SESSION #18 2:10 TO 3:00 PM “C” – ERIC RAMIREZ & MILES COLLINS "ACCOUNTING AUTOMATION OPPORTUNITIES"
Accounting Automation
LEARNING OBJECTIVES
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Fundamentals of Accounting Automation
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Best Practices and Real World Examples
- Challenges and strategies for Implementing Automation in Accounting
SESSION #19 3:10 TO 4:00 PM - ALEXIS HIGGINS "PROPEL TUL: INSIDE THE VISION, FUNDING AND DEVELOPMENT OF TULSA INTERNATIONAL AIRPORT'S STRATEGIC GROWTH PLAN"
Inside the vision, funding and development of Tulsa International Airport's strategic growth plan.
LEARNING OBJECTIVES
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Learn about the new projects at the Tulsa International Airport.
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Learn about how the Tulsa International Airport is funded.
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Learn about the economic impact of the airport to Tulsa.
- Learn about what external and internal factors are considered in the airport's strategic planning.
SESSION #20 4:10 TO 5:00 PM – BRIAN BYRNES "OKC THUNDER SUSTAINED EXCELLENCE"
Senior Vice President, Sales and Marketing
LEARNING OBJECTIVES
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Learn how the above goals and/or objectives are managed and undertaken.