intermediate tribal finance and accounting · digital badge—intermediate accounting and finance...

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The OSU Intermediate Tribal Finance and Accounting Academy (48 total hours) consists of:

CERTIFICATE PROGRAM TO BE COMPLETED IN A 3 YEAR TIME FRAME:

• Intermediate Tribal Finance and Accounting Certificate Program

▶ Eight six-hour days (48 hours)

• Format: Two consecutive days offered four times annually

▶ Gain knowledge and experience to help you become a more effective tribal finance/accounting professional and leader

▶ Interact with and learn from other tribal finance/accounting professionals throughout the state and beyond

WHO SHOULD ATTEND:

• Mid-level employees in tribal financial positions

• Individuals who have attended and completed the Introductory Tribal Finance and Accounting Certificate Program

• Professionals who need to acquire increased knowledge regarding tribal finance and accounting (i.e. accountants, lawyers, bankers, etc.)

• Elected tribal officials and leaders who wish to better understand the financial side of a business decision

TRIBAL FINANCE AND ACCOUNTING CERTIFICATE PROGRAM

2019 - 2020

Digital Badge—Intermediate Accounting and Finance Certificate ProgramAs a participant of this program, you will also be eligible to receive a Digital Badge. Program and project completion is required in order to receive the OSU Intermediate Finance and Accounting Digital Badge that can be added to your portfolio. The badge will note the sessions covered and will serve as a validation of accomplishments, skills, and quality you have learned throughout this program.

OSU Tribal Finance and Accounting Institute/Academy Options (in order): • Introductory Tribal Finance and Accounting Institute (annually offered in May in Stillwater, OK) • Intermediate Tribal Finance and Accounting Academy (Oklahoma City and Tulsa, OK) • Advanced Tribal Finance and Accounting Academy (TBA)

INTERMEDIATE

INTERMEDIATE TRIBAL FINANCE AND ACCOUNTING CERTIFICATE PROGRAM

HOURS THEME CPE9:00 - 10:30 a.m. PRESENTING FINANCIAL DATA

Speaker: Joel Haaser, BKD & Dave Carter, Oklahoma State University1.5 Importance of

Financial DataTechnical, Finance

10:30 - 10:45 a.m. BREAK

10:45 a.m. - 12:15 p.m. PRESENTING FINANCIAL DATA (CONTINUED)Speaker: Joel Haaser, BKD & Dave Carter, Oklahoma State University

1.5 Importance of Financial Data

Technical, Finance

12:15 - 1:15 p.m. LUNCH

1:15 - 2:45 p.m. PRESENTING FINANCIAL DATA (CONTINUED)Speaker: Joel Haaser, BKD & Dave Carter, Oklahoma State University


Technical, Finance

2:45 - 3:00 p.m. BREAK

3:00 - 4:30 p.m. PRESENTING FINANCIAL DATA (CONTINUED)Speaker: Joel Haaser, BKD & Dave Carter, Oklahoma State University


Technical, Finance

THURSDAY, JUNE 20, 2019 · OSU-TULSA, NORTH HALL 153 · TULSA, OK

8:00 - 8:30 a.m. REGISTRATION HOURS THEME CPE8:30 - 9:00 a.m. PROGRAM WELCOME

Facilitator: Rachel Domnick, Instructor of Professional Practice, School of Accounting, Oklahoma State University, Stillwater, OK

0.5

9:00 - 10:30 a.m. FINANCIAL STATEMENT AND INTERPRETING DATASpeaker: Nancy Titus-Piersma, Oklahoma State University


Technical, Finance

10:30 - 10:45 a.m. BREAK

10:45 a.m. - 12:15 p.m. FINANCIAL STATEMENT AND INTERPRETING DATA (CONTINUED)Speaker: Nancy Titus-Piersma, Oklahoma State University


Technical, Finance

12:15 - 1:15 p.m. LUNCH

1:15 - 2:45 p.m. DEVELOPING A TOOLKIT TO HELP FINANCIAL LEADERS TO EDUCATE/TEACH NON-FINANCIAL LEADERS Speaker: Nancy Titus-Piersma, Oklahoma State University


Technical, Finance

2:45 - 3:00 p.m. BREAK

3:00 - 4:30 p.m. DEVELOPING A TOOLKIT TO HELP FINANCIAL LEADERS TO EDUCATE/TEACH NON-FINANCIAL LEADERS (CONTINUED)Speaker: Nancy Titus-Piersma, Oklahoma State University


Technical, Finance

7:30-10:00 p.m. HOSPITALITY SUITE

8:30 - 9:00 a.m. REGISTRATION HOURS THEME CPE9:00 - 10:30 a.m. PROCESS IMPROVEMENTS FOR THE FINANCE AND ACCOUNTING DEPARTMENT

Speaker: Audrey Gramling, Oklahoma State University & Joel Haaser, BKD1.5 Process & Financial

StatementsTechnical, Finance

10:30 - 10:45 a.m. BREAK

10:45 a.m. - 12:15 p.m. PROCESS IMPROVEMENTS FOR THE FINANCE AND ACCOUNTING DEPARTMENT (CONITNUED)Speaker: Audrey Gramling, Oklahoma State University & Joel Haaser, BKD

1.5 Process & Financial Statements

Technical, Finance

12:15 - 1:15 p.m. LUNCH

1:15 - 2:45 p.m. PROCESS IMPROVEMENTS FOR THE FINANCE AND ACCOUNTING DEPARTMENT (CONITNUED)Speaker: Audrey Gramling, Oklahoma State University & Joel Haaser, BKD


Technical, Finance

2:45 - 3:00 p.m. BREAK

3:00 - 4:30 p.m. PROCESS IMPROVEMENTS FOR THE FINANCE AND ACCOUNTING DEPARTMENT (CONITNUED)Speaker: Audrey Gramling, Oklahoma State University & Joel Haaser, BKD


Technical, Finance


WEDNESDAY, JUNE 19, 2019 · OSU-TULSA, NORTH HALL 153 · TULSA, OK

WEDNESDAY, JULY 17, 2019 · OSU-OKC, CONFERENCE ROOM NORTH · OKLAHOMA CITY, OK


HOURS THEME CPE9:00 - 10:30 a.m. ANALYZING FINANCIAL DATA FOR FINANCING LENDING

Speaker: Jay Hannah & Kent Faison, BancFirst1.5 Process & Financial

StatementsTechnical, Accounting

(Government)

10:30 - 10:45 a.m. BREAK

10:45 - 11:15 a.m. ANALYZING FINANCIAL DATA FOR FINANCING LENDING (CONTINUED)Speaker: Jay Hannah & Kent Faison, BancFirst


Technical, Accounting (Government)

11:15 a.m. - 12:15 p.m. TOOLS FOR EVALUATING ECONOMIC DEVELOPMENT ACTIVITIESSpeaker: Kelly Carpino, Wyandotte Tribe

1 Process & Financial Statements

Technical, Tax

12:15 - 1:15 p.m. LUNCH

1:15 - 2:15 p.m. TOOLS FOR EVALUATING ECONOMIC DEVELOPMENT ACTIVITIES (CONITNUED)Speaker: Kelly Carpino, Wyandotte Tribe

1 Process & Financial Statements

Technical, Tax

2:15 - 2:45 p.m. USING OPERATING AND CAPITAL BUDGETS TO MEET TRIBAL STRATEGIC PLANSSpeaker: Ryan Luetkemeyer, Moss Adams and Jason Nelson, Kickapoo Traditional Tribe of Texas


Technical, Tax

2:45 - 3:00 p.m. BREAK

3:00 - 4:30 p.m. USING OPERATING AND CAPITAL BUDGETS TO MEET TRIBAL STRATEGIC PLANS (CONITNUED)Speaker: Ryan Luetkemeyer, Moss Adams and Jason Nelson, Kickapoo Traditional Tribe of Texas


Technical, Accounting

THURSDAY, JULY 18, 2019 · OSU-OKC, CONFERENCE ROOM NORTH · OKLAHOMA CITY, OK

HOURS THEME CPE9:00 - 10:30 a.m. INTERNAL CONTROLS, MANAGING AND BUDGETING OF TAX REVENUES

Speaker: Corrine Wilson, REDW1.5 Accounting & Taxes Technical, Auditing

10:30 - 10:45 a.m. BREAK

10:45 a.m. - 12:15 p.m. INTERNAL CONTROLS, MANAGING AND BUDGETING OF TAX REVENUES (CONTINUED)Speaker: Corrine Wilson, REDW

1.5 Accounting & Taxes Technical, Auditing

12:15 - 1:15 p.m. LUNCH

1:15 - 2:45 p.m. TRIBAL REVENUE TAXES AND PAYMENTSSpeaker: Corrine Wilson, REDW

1.5 Accounting & Taxes Technical, Ethics

2:45 - 3:00 p.m. BREAK

3:00 - 4:30 p.m. TRIBAL REVENUE TAXES AND PAYMENTS (CONTINUED)Speaker: Corrine Wilson, REDW

1.5 Accounting & Taxes Technical, Ethics

WEDNESDAY, NOVEMBER 20, 2019 · OSU-TULSA, NORTH HALL 153 · TULSA, OK

8:30 - 9:00 a.m. REGISTRATION HOURS THEME CPE9:00 - 10:30 a.m. PRINCIPLES AND STANDARDS - TRIBAL GOVERNMENTAL ACCOUNTING

Speaker: Corrine Wilson, REDW1.5 Accounting & Taxes Technical, Finance

10:30 - 10:45 a.m. BREAK

10:45 a.m. - 12:15 p.m. PRINCIPLES AND STANDARDS - TRIBAL GOVERNMENTAL ACCOUNTING (CONTINUED)Speaker: Corrine Wilson, REDW

1.5 Accounting & Taxes Technical, Finance

12:15 - 1:15 p.m. LUNCH

1:15 - 2:45 p.m. PRINCIPLES AND STANDARDS - TRIBAL GOVERNMENTAL ACCOUNTING (CONTINUED)Speaker: Corrine Wilson, REDW


2:45 - 3:00 p.m. BREAK

3:00 - 4:30 p.m. PRINCIPLES AND STANDARDS - TRIBAL GOVERNMENTAL ACCOUNTING (CONTINUED)Speaker: Corrine Wilson, REDW



TUESDAY, NOVEMBER 19, 2019 · OSU-TULSA, NORTH HALL 153 · TULSA, OK


HOURS THEME CPE9:00 - 10:00 a.m. INFRASTRUCTURE FUNDING SOURCE

Speaker: Cynthia Kitchens, Army Corps of Engineers1 Finance Investments &

AuditingSpecial Knowledge

10:00 - 11:00 a.m. FAIR VALUE ACCOUNTING OF INVESTMENTSSpeaker: Ryan Luetkemeyer, Moss Adams

1 Finance Investments & Auditing

Special Knowledge

11:00 - 11:15 a.m. BREAK

11:15 a.m. - 12:15 p.m. FRAUD PREVENTION AND DETECTIONSpeaker: Ryan Luetkemeyer, Moss Adams


Ethics

12:15 - 1:15 p.m. LUNCH

1:15 - 2:15 p.m. FRAUD PREVENTION AND DETECTION (CONTINUED)Speaker: Ryan Luetkemeyer, Moss Adams


Ethics

2:15 - 2:45 p.m. ETHICSSpeaker: Rachel Cox, Oklahoma State University

0.5 Finance Investments & Auditing

Ethics

2:45 - 3:00 p.m. BREAK

3:00 - 4:30 p.m. ETHICS (CONTINUED)Speaker: Rachel Cox, Oklahoma State University


Ethics

THURSDAY, JANUARY 23, 2020 · OSU-OKC, CONFERENCE ROOM NORTH · OKLAHOMA CITY, OK

WEDNESDAY, JANUARY 22, 2020 · OSU-OKC, CONFERENCE ROOM NORTH · OKLAHOMA CITY, OK8:30 - 9:00 a.m. REGISTRATION HOURS THEME CPE9:00 - 10:00 a.m. FINANCIAL INVESTMENTS

Speaker: Vince Logan, Native American Agriculture Fund1 Finance Investments &

AuditingTechnical, Auditing

10:00 - 10:30 a.m. INTRODUCTION TO TRIBAL INVESTMENTS & TREASURY MANAGEMENT Speaker: Lars Landrie, Moss Adams


Technical, Auditing

10:30 - 10:45 a.m. BREAK

10:45 a.m. - 12:15 p.m. INTRODUCTION TO TRIBAL INVESTMENTS & TREASURY MANAGEMENT (CONTINUED)Speaker: Lars Landrie, Moss Adams


Technical, Auditing

12:15 - 1:15 p.m. LUNCH

1:15 - 2:15 p.m. RETURN ON INVESTMENTS STATEMENT Speaker: Vince Logan, Native American Agriculture Fund


Technical, Auditing

2:15 - 2:45 p.m. CASH FLOW PRO FORMA STATEMENTSpeaker: Ryan Luetkemeyer, Moss Adams


Special Knowledge

2:45 - 3:00 p.m. BREAK

3:00 - 3:30 p.m. CASH FLOW PRO FORMA STATEMENT (CONTINUED)Speaker: Ryan Luetkemeyer, Moss Adams


Special Knowledge

3:30 - 4:30 p.m. PROJECTS FOR CAPITAL ACQUISITIONS FOR ANALYZING BUSINESSSpeaker: Brian Foltyn, REDW


Special Knowledge


Patty Wetz/Baker Tilly

Jay Hannah/ BancFirst

Joel Haaser/BKD

Lacey Horn/Cherokee Nation

Christy Estes/Chickasaw Nation

Bruce Barnett/Choctaw Nation

Mary Chisolm/Citizen Potawatomi Nation

James Nichols/Dorsey & Whitney, LLP

Scott Huebert/Finley & Cook

Kirke Kickingbird/Hobbs Straus Dean & Walker, LLP

Nicole Elliott/Holland & Knight, LLP

Elijah (Eli) McIntosh/The Muscogee Creek Nation

Emery Real Bird/NAFOA

Tasha Fox/Osage Nation

Oklahoma Tribal Finance Consortium

Aaron Fournier/The University of Oklahoma College of Law

W. Harrison Perry/Pawnee Nation

Corrine Wilson/REDW, LLC

Kyle Coody/Seminole Nation

Lindsay Robertson/The University of Oklahoma College of Law

OSU Representatives/Holly Bergbower, Rachel Domnick, Ken Eastman, Audrey Gramling, Lindsey Ray, George Krull, Betty Simkins, Julie Weathers, Sarah Williams

OSU SPEARS SCHOOL TRIBAL FINANCE AND ACCOUNTING ADVISORY BOARD:

I n o rder to receive a certi ficate of com pletion, th e partici pant m ust atten d at least 90% of th e program

Please mail this registration form and check to:Center for Executive and Professional DevelopmentSpears School of Business | Oklahoma State University294 Business BuildingStillwater, OK 74078-4011

Cancellation Policy:Because of guarantee requirements for meal functions, cancellations must be received within 10 business days prior to the event. No refunds will be given after this time.

Call: 405-744-5208 | Fax: 405-744-6143 | E-mail: [email protected] | Web: cepd.okstate.edu

Name: ___________________________________________________________________________________

Title: ____________________________________________________________________________________

Company/Affiliation: _________________________________________________________________________

Address: __________________________________________________________________________________

City: _________________________________________ State:________________ Zip: ___________________

Email: ________________________________________Phone: ______________________________________

Number of years in current position ______ yrs.

Number of years at your current organization ______ yrs.

$3,200 Registration Fee Split Payment: $1,600 to be paid in 2019 and $1,600 to be paid by June 2020

June 19-20, 2019 July 17-18, 2019 November 19-20, 2019 January 22-23, 2020

(Registration includes instruction, materials, breakfast, lunches, receptions, refreshments, and certificates.) One copy of the Financial Reporting and Information Guide for Tribal Governments and Their Enterprises (Orange Book) as published by the Native American Financial Officers Association will be distributed as part of the registration fee to each participant.

$75 Yes, I would like to enroll in the OSU Intermediate Tribal Finance and Accounting Academy. I understand there is a one-time application fee of $75. By enrolling in the Academy, I will plan to complete 72 total hours of education in business topics— Premier Tribal Leadership Certificate Program (four six-hour days) and the Intermediate Tribal Finance and Accounting Certificate Program (eight six-hour days) over a three year period.

Payment Information: A check payable to Oklahoma State University is enclosed for the amount of $__________. If paying by credit card, please fax registration form to 405-744-6143 or call 405-744-5208.

Charge $__________ to my [ ] Visa [ ] MasterCard [ ] American Express Card No.________________________________________________ Exp. Date:______________ Security Code:___________ Billing Zip Code:______________

INTERMEDIATETRIBAL FINANCE AND ACCOUNTING

CERTIFICATE PROGRAM

The Center for Executive and Professional Development, Oklahoma State University, 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: www.nasbaregistry.org.

OSU-Tulsa | OSU-OKCJune 2019 -January 2020

(OSU-Tulsa, 700 N. Greenwood Avenue, Tulsa)(OSU-OKC, 900 N. Portland Avenue, OKC)(OSU-Tulsa, 700 N. Greenwood Avenue, Tulsa)(OSU-OKC, 900 N. Portland Avenue, OKC)

TRIBAL FINANCE AND ACCOUNTING CERTIFICATE PROGRAM

2019 - 2020

INTERMEDIATE

Spears School of Business Center for Executive and Professional Development 294 Business Building

Stillwater, OK 74078-4014

intermediate tribal finance and accounting · digital badge—intermediate accounting and finance...

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