Accounting and Financial Reporting Conference

Save the date for 2014 - The 2014 OSU Accounting and Financial Reporting Conference will be November 21, 2014, at the Hyatt Regency in Tulsa, Oklahoma.  Check back for more information.

 

13th Annual Accounting and Financial Reporting Conference

Friday, November 15, 2013
8:00 a.m. – 4:30 p.m.
Hyatt Regency Hotel, Tulsa, Oklahoma

Session Speakers

  • Jonathan Duersch, U.S. Securities & Exchange Commission
  • Shane Randolph, Director, Opportune LLP
  • Jennifer Grigsby, Chesapeake Energy Corporation
  • Evelyn Angelle, Halliburton
  • Daryl Buck, Financial Accounting Standard Board
  • John Fiebig, Public Company Accounting Oversight Board
  • Sarah Johnson, Grant Thornton LLP
  • Jeff Slate, Ernst & Young
  • Ted Timmermans, Williams
  • Clifton Gray, ONEOK Inc.
  • Jerry Isaacs, BKD, LLP
  • Kasey Dunn, PricewaterhouseCoopers LLP
  • Karen Morris, PricewaterhouseCoopers LLP
  • Jade Walle, PricewaterhouseCoopers LLP
  • Brandon Young, Grant Thorton LLP
  • Jeff Roberts, BKD LLP

Agenda

Friday, November 15, 2013
8 a.m.
Welcome
Robert Cornell, Ph.D., Head and Anadarko Petroleum Chair, School of Accounting, Oklahoma State University
Charlotte Wright, Ph.D., Lanny G. Chasteen Chair and Professor, School of Accounting, Oklahoma State University
Ken Eastman, Ph.D., Interim Dean, Spears School of Business, Oklahoma State University
8:05 a.m.
SEC Regulatory Update
The Office of the Chief Accountant is the primary advisor to the SEC on all accounting matters and has oversight of the FASB and PCAOB. This session will discuss current accounting and regulatory issues from the perspective of a member of the Commission’s Office of Chief Accountant.
Jonathan Duersch, Associate Chief Accountant, Office of the Chief Accountant, Securities & Exchange Commission, Washington, D.C.
8:45 a.m.
Fair Value Accounting: A Quest for Relevance and the Blending of Two Brains
The fair value revolution is in full swing. It permeates the most challenging accounting topics including the allocation of purchase price in business combinations, derivatives and hedging, stock-based compensation, goodwill and impairments. The prevalence makes it critical for accountants to have a deep understanding of how fair value measurements are developed and applied. This presentation will cover why fair value measurements are used and how they are developed.
Shane Randolph, Director, Opportune LLP, Tulsa, Okla.
9:30 a.m.
Moderated Discussion/Questions and Answers
Moderator:
Jennifer Grigsby, Senior Vice President Corporate and Strategic Planning, Chesapeake Energy, Oklahoma City
Panelists:
Evelyn Angelle, Senior Vice President and Chief Accounting Officer, Halliburton, Houston, Texas
Jonathan Duersch, Associate Chief Accountant, Securities & Exchange Commission, Washington, D.C.
Shane Randolph, Director, Opportune LLP, Tulsa, Okla.
10 a.m. Break
10:20 a.m.
FASB Update
This session will discuss FASB’s technical activities and the outlook for accounting standards in the U.S. for public and private companies.
Daryl Buck, Board Member, Financial Accounting Standard Board, Norwalk, Conn.
11 a.m.
An Update on PCAOB Activities
This is an update on current activities at the PCAOB, including recent inspection results and standards setting activities.
John Fiebig, Deputy Director of Inspections, Public Company Accounting Oversight Board (PCAOB), Irving, Texas
11:30 a.m.
Moderated Discussion/Questions and Answers
Moderator:
Sarah Johnson, Audit Associate, Grant Thornton LLP, Oklahoma City
Panelists:
Daryl Buck, Board Member, FASB, Norwalk, Conn.
John Fiebig, Deputy Director of Inspections, PCAOB, Irving, Texas
Jeff Slate, Partner, Ernst & Young, Dallas, Texas
Ted Timmermans, Vice President Controller and Chief Accounting Officer, Williams, Tulsa, Okla.
12:10 p.m. Lunch
1 p.m.
The Matter of Measurement
Measurement is something we all do, but something that is very difficult to do well. We will talk about what measurement is, what role it plays in our professional and personal lives, why it so difficult to do well, and what we can do to better measure what’s truly important.
Clifton Gray, Manager, Application Architecture, ONEOK Inc., Tulsa, Okla.
1:40 p.m.
Tax Issues Every CFO Should Understand
Employee Stock Ownership Plans — What You Need to Know
100% owned Employee Stock Ownership Plans (ESOPs) are set to outnumber U.S. public companies, if they haven’t already. This session will address why the number of ESOP companies continue to grow and what you need to know about ESOPs.
Jerry Isaacs, South Region ESOP Leader, BKD LLP, Tulsa, Okla.
2:10 p.m.
Accounting for Income Taxes — Hot Topics
Accounting for income taxes has unique risks and continues to evolve with the dynamic legislative and regulatory environment including but not limited to SEC comment letter perspectives and its resulting effect on financial statements and related disclosures. It is important to raise awareness and focus on areas of reporting risks of income tax accounting that often catch companies by surprise.
Kasey Dunn, Partner, PricewaterhouseCoopers LLP, Houston, Texas
Karen Morris, Tax Director, PricewaterhouseCoopers LLP, Houston, Texas
3:20 p.m. Break
3:40 p.m.
Moderated Discussion/Questions and Answers
Moderator:
Jade Walle, Partner, PricewaterhouseCoopers LLP, Tulsa, Okla.
Panelists:
Kasey Dunn, Partner, PricewaterhouseCoopers LLP, Houston, Texas
Karen Morris, Tax Director, PricewaterhouseCoopers LLP, Houston, Texas Jerry Isaacs, South Region ESOP Leader, BKD, LLP, Tulsa, Okla.
Brandon Young, Tax Partner, Grant Thornton LLP, Oklahoma City
4:10 p.m.
How Did that Happen? Finding and Fighting Fraud in Your Company
Despite a rebounding economy, fraud continues to be prevalent in many industries. Few companies do enough to prepare their managers and employees to recognize and stop it. Learn from actual stories of fraud committed by employees and other insiders. The presentation will cover some of the latest trends and new tales from the front lines of the world of fraud.
Jeff Roberts, Senior Managing Consultant, Forensics and Valuation Services, BKD LLP, Springfield, Mo.
4:55 p.m.
Summary & Wrap Up

2013 Conference Sponsorship and Exhibit Booth opportunities are available.

Sponsorship Information


2013 Sponsors

Platinum Sponsor

Gold Sponsor

Silver Sponsor

 

Sponsorship Informtaion

 

For additional information or to sponsor:

Courtney Garrison, Program Coordinator, Center for Executive and Professional Development
Oklahoma State University, 215 Business Building
Stillwater, OK 74078-4011 USA
Toll free: 866-678-3933
Telephone: 405-744-5208
cepd@okstate.edu