Tulsa Chapter of the OSCPA
Welcome to the Tulsa Chapter of the Oklahoma Society of Certified Public Accountants.
Certified Excellence since 1928

CPE Resources - Continuing Professional Education

 


2018 Spring and Fall CPE Cluster

The dates have been finalized for the Tulsa Chapter's Spring and Fall 2018 CPE Sessions.

Our Spring and Fall CPE Clusters consist of 2 sessions on 5 consecutive Wednesdays. Courses will be offered at 1:00pm and 3:00pm each Wednesday.

Dates for our Spring 2018 Cluster of sessions are May 2, 9, 16, 23, 30.
Our Fall 2018 Cluster of sessions will be held on Oct 17, 24, 31 and Nov 7, 14.

To register for any/all sessions, and to pay by credit card, please <Link Coming Soon>

 

Bar.gif

Presentations Available for Previous CPE Sessions and Luncheons
Click on the sessions befow to open the handouts/presentations.

November 15, 2017 - 3:00pm "Experian Data Breach Litigation" Click Here
November 15, 2017 - 3:00pm " Cybersecurity and Damage Remediation" Click Here
November 15, 2017 - 1:00pm "Economic & Capital Market Outlook" Click Here
November 15, 2017 - 1:00pm "Retirement Planning Opportunities & Pitfalls" Click Here
November 7, 2017 - 3:00pm "Mom ... And Other Reasons for Estate & Trust Litigation" Click Here
November 7, 2017 - 1:00pm "Business Ecosystem: Teamwork, Supply Chain and..." Click Here
November 1, 2017 - 3:00pm "Understanding Payments Fraud" Click Here
November 1, 2017 - 1:00pm "WiFi Technology: Fundamentals & Security" Click Here
October 25, 2017 - 3:00pm "Retirement Plans: Creative Plan Design & Minimizing..."Click Here
Octber 25, 2017 - 1:00pm "Energizing Your Practice with Strategic Traction" Click Here
October 18, 2017 - 3:00pm "Generations in the Workforce: Millennials..." Click Here
August 17, 2017 - "Discovery Update & New Laws for 2017-2018" Click Here
July 20, 2017 - 12:00pm " U.S. & Oklahoma Economic Update" Click Here
June 22, 2017 - 12:00pm "Charitable Planned Giving From a Nonprofit's Perspective" Click Here
May 31, 2017 - 3:00pm "Employee Risk Management Issues" Click Here
May 31, 2017 - 3:00pm "Everything You Never Wanted to Know About Work Comp" Click Here
May 31, 2017 - 1:00pm "Technology & Cybersecurity Updates for CPAs" Click Here
May 24, 2017 - 3:00pm "Sales and Use Tax Planning & Reporting for CPAs" Click Here
May 24, 2017 - 1:00pm "IRS Correspondence Examinations" Click Here
May 24, 2017 - 1:00pm "IRS Resources Listing" Click Here
May 24, 2017 - 1:00pm "IRS Miscellaneous Topics" Click Here
May 17, 2017 - 3:00pm "So You're a Retirment Plan Fiduciary...Now What?" Click Here
May 17, 2017 - 3:00pm "DOL & IRS Enforcement Update" Click Here
May 10, 2017 - 3:00pm "This Means Warr: What Managers Must Know to Avoid..." Click Here
May 10, 2017 - 1:00pm "HR as Hacker Resistance: Cybersecurity Risks in Hiring..." Click Here
May 3, 2017 - 3:00pm "Professional Ethics" Click Here
May 3, 2017 - 1:00pm "Engagement and Your Bottom Line" Click Here
May 3, 2017 - 1:00pm "(Ex)Change Your Benefits" Click Here
March 16, 2017 - 12:00pm "Specialty Tax Overview and Update" Click Here
January 19, 2017 - 6:30pm "Planning Your Great Escape: Retirement Realities" Click Here
January 19, 2017 - 12:00pm "Operating In Compliance: Understanding IRS & DOL Audit Hot-Button Issues" Click Here
January 19, 2017 - 12:00pm "Handout" for above session Click Here

November 17, 2016 - 12:00pm "Provisions of Oklahoma Tax Laws" Click Here
November 16, 2016 - 3:00pm "Trust and Estate Update" Click Here
November 16, 2016 - 1:00pm "Odd Items for Oklahoma Taxation" Click Here
November 9, 2016 - 3pm "Accounting & Auditing Update" Click Here
November 9, 2016 - 1pm "Marketplace Individual and Small Business Update" Click Here
November 9, 2016 - 1pm "Medicare 101" Click Here
November 2, 2016 - 1pm "Social Security and Your Retirement " Click Here
November 2, 2016 - 1pm "Economic Update & Retirement Planning for CPAs" Click Here
July 21, 2016 - 12:00pm "The Okla Equal Opportunity Education Scholarship Act" Click Here
June 1, 2016 - 3:00pm "Updates in Fair Market Value & Fair Value" Click Here
June 1, 2016 - 1:00pm "Sales & Use Tax Updates & Concerns for CPAs" Click Here
May 25, 2016 - 1:00pm "Conducting Worthwhile Government Audits..." Click Here
May 25, 2016 - 1:00pm "The Impact of GASB 68 on Public Entities..." Click Here
May 18, 2016 - 3:00pm "The Employment Law Minefield..." To request copy of the presentation,
contact: ADale@HallEstill.com
May 18, 2016 - 1:00pm "The 5 Biggest Retirement Challenges" Click Here
April 21, 2016 - 12:00pm "IRS Identity Theft Victim Assistance..." Click Here
April 21, 2016 - 12pm "IRS Resources List" Click Here

November 18, 2015 - 3:00pm "Trust & Estate Admin. Issues and Updates..." Click Here
November 18, 2015 - 3:00pm "Oil and Gas: An Economic Outlook" Click Here
November 18, 2015 - 1:00pm "Technical Aspects of Tax Practices for CPAs" Click Here
November 10, 2015 - 5:30pm "Nonprofit Tax Risks and the Form 990" Click Here
November 10, 2015 - 1&3pm "Human Capital and Organizational Strategies" Click Here
November 4, 2015 - 3:00pm "Financial Planning for CPAs" Click Here
November 4, 2015 - 1:00pm "Planning for Health Care in Retirement" Click Here
November 4, 2015 - 1:00pm "Change In Marital Status of Clients..." Click Here
October 28, 2015 - 1:00pm "The ACA Update on Employer Impact" Click Here
October 28, 2015 - 1:00pm "The ACA: How Big o Boy are ya? HR Compliance" Click Here
October 21, 2015 - 1:00pm "Unique Cases Before the IRS" Click Here
May 27, 2015 - 3:00pm "Update on Civil Rights, Discrimination..." Click Here
May 27, 2015 - 1:00pm "Tax Related Indentity Theft..." Click Here
May 27, 2015 - 1:00pm "Offer in Compromise - IRS" Click Here
May 27, 2015 - 1:00pm "Identity Theft & Offers - Resources Sheet" Click Here
May 20, 2015 - 3:00pm "Behavioral Ethics in Accounting" Click Here
May 20, 2015 - 1:00pm "State and Local Tax Issues..." Click Here
May 14, 2015 - 12:00pm "ACA Compliance Update 2015" Click Here
May 13, 2015 - 3:00pm "Streamlining Your Technology...Part One" Click Here
May 13, 2015 - 3:00pm "Streamlining Your Technology...Part Two" Click Here
May 13, 2015 - 1:00pm "Digital Security" Click Here
April 16, 2015 - 12:00pm "Business Continuity & Disaster Recovery Planning" Click Here
March 19, 2015 - 12:00pm "Expense Control & Cyber-Security Through Banking" Click Here
February 12, 2015 - 12:00pm "2014 Oklahoma Legislative Update" Click Here
January 15, 2015 - 12:00pm "Best Practices for Retirement Plan Fiduciaries" Click Here

November 19, 2014 - 3:00pm "Employment Law Update for CPAs" Click Here
November 19, 2014 - 1:00pm "Business Valuation Update for CPAs" Click Here
November 12, 2014 - 3:00pm "Defending Your Clients Against The IRS" Click Here
November 12, 2014 - 1:00pm "New Risks and Opportunities in Estate Planning" Click Here
November 5, 2014 - 3:00pm "Accounting & Auditing Inside City Government" Click Here
November 5, 2014 - 1:00pm "Healthcare Reform Update" Click Here
October 29, 2014 - 3:00pm "An Overview of the Investment World" Click Here
October 22, 2014 - 3:00pm "International Business Updates" Click Here
October 22, 2014 - 1:00pm "Tax Ethics for CPAs" Click Here
October 16, 2014 - 12:00pm "Hot Topics for Retirement Plans" Click Here
August 21, 2014 - 12:00pm "International Tax Issues for OK Businesses" Click Here
July 17th, 2014 - 12:00pm "Passive Activities" Presentation" Click Here
June 4th, 2014 - 1:00pm "Healthcare ACA Update for CPAs" Click Here
May 28th, 2014 - 3:00pm "Employment Law Update for CPAs" Click Here
May 28th, 2014 - 1:00pm "Reaching Businesses Through the Cloud" Click Here
May 21st, 2014 - 3:00pm "Mergers & Acquisition Update for CPAs" Click Here
May 15th, 2014 -12:00pm "Fraud & Forensic Accounting Update for CPAs" Click Here

June 5th, 2013 - 3:00pm "Trust & Estate Tax Update for CPAs" Click Here
June 5th, 2013 - 1:00pm "Professional Ethics" Click Here
May 8th, 2013 - 3:00pm "Taxation of Nonprofits and Religious Organizations" Click Here
May 8th, 2013 - 1:00pm "Internal Controls & Fraud Prevention" Click Here

 

bar.gif

Refund policy:

All refunds for any cancellation by a registrant will be issued by check. Refund for the monthly luncheon will be issued if cancellation is received by the Friday prior to the luncheon. Refund for the spring and fall cluster series will be issued only if cancellation is received one week prior to the course

 

Privacy Policy
The Tulsa Chapter of the OSCPA will not sell or give out your email address and phone number(s) or other personal information collected in the course of registration and payment to any third party except as required to transact payment.  The Tulsa Chapter has contracted with third parties to process credit card transactions.  These third parties have agreed not to misuse information they might gather from our system.  In the event the Tulsa Chapter became aware of any misuse or personal information in violation of its policy we will immediately take steps to notify effected individuals and terminate or seek remedy from such parties.  We value your privacy.

 

 
 

CPE Committee Description:

This committee plans and carries out 2-hour CPE sessions each spring and fall. The committee orchestrates the topics and speakers that will be presented as well as computer training courses held periodically. This committee is always in search of ideas for topics and speakers.

Committee Chair:

Jim Small
Phone: 697-4220
Fax: 664-0352
Email: jimsmall@cox.net

 

CPE Lunch Committee Chair:

This board of trustee member plans and carries out the monthly CPE lunch event.  The courses typically provide one hour of CPE credit.

Committee Chair:

Mickey Shackelford
Phone: 918-493-2002
Email:mshackelford@milamcpa.com


Send mail to admin@tcoscpa.org with questions or comments about this web site.