Endorsed by

OSU Intermediate Tribal Finance and Accounting Certificate Program:

▶ 3 ½ day program (23 hours)

▶ 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

NOVEMBER 16-19, 2020OSAGE CASINO HOTEL - TULSA, OK

Digital Badge—Intermediate Tribal Finance and Accounting 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 Tribal 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. PROCESS IMPROVEMENTS FOR THE FINANCE AND ACCOUNTING DEPARTMENT

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

StatementsTechnical, Accounting

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

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

1.5 Process & Financial Statements

Technical, Accounting

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

1:15 - 2:45 p.m. PRINCIPLES AND STANDARDS - TRIBAL GOVERNMENTAL ACCOUNTINGSpeaker: Corrine Wilson, REDW

1.5 Accounting & Taxes Technical, Finance

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

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

1.5 Importance of Financial Data

Technical, Finance

4:30 - 5:00 p.m. PROJECT BRAINSTORMINGFacilitator: Patty Wetz, CPA, Baker Tilley Virchow Krause, LLP

0.5 Project Management Technical, Management Services

7:30 - 10:00 p.m. NETWORKING RECEPTION

TUESDAY, NOVEMBER 17, 2020

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

1.5 Importance of Financial Data

Technical, Finance

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

10:45 a.m. - 12:15 p.m. DEVELOPING A TOOLKIT TO HELP FINANCIAL LEADERS TO EDUCATE/TEACH NON-FINANCIAL LEADERSSpeaker: Nancy Titus-Piersma, 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 Speaker: Joel Haaser, BKD & Dave Carter, Oklahoma State University

1.5 Importance of Financial Data

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

1.5 Importance of Financial Data

Technical, Finance

4:30 - 5:00 p.m. PROJECT BRAINSTORMINGSpeaker: Patty Wetz, CPA, Baker Tilley Virchow Krause, LLP

0.5 Project Management Technical, Management Services

7:30-10:00 p.m. NETWORKING RECEPTION

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

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

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

10:45 a.m. - 12:15 p.m. TRIBAL REVENUE TAXES AND PAYMENTSSpeaker: Corrine Wilson, REDW

1.5 Accounting & Taxes Technical, Ethics

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

1:15 - 2:15 p.m. FRAUD PREVENTION AND DETECTIONSpeaker: Ryan Luetkemeyer, Moss Adams

1 Finance Investments & Auditing

Ethics

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

0.5 Finance Investments & Auditing

Special Knowledge

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

MONDAY, NOVEMBER 16, 2020

WEDNESDAY, NOVEMBER 18, 2020

INTERMEDIATE TRIBAL FINANCE AND ACCOUNTING CERTIFICATE PROGRAM

WEDNESDAY, NOVEMBER 18, 2020

HOURS THEME CPE9:00 - 10:00 a.m. ETHICS

Speaker: Rachel Cox, Oklahoma State University1 Finance Investments &

AuditingEthics

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

0.5 Finance Investments & Auditing

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

1.5 Finance Investments & Auditing

Technical, Auditing

12:15 - 1:30 p.m. LUNCH & CERTIFICATE PRESENTATION

THURSDAY, NOVEMBER 19, 2020

Patty Wetz/Baker Tilly

Jay Hannah/ BancFirst

Joel Haaser/BKD

Tralynna Scott/Cherokee Nation

Mike Wood/Chickasaw Nation

Lacey Horn/Treasury Tribal Advisory Committee

Martin Tucker/Choctaw Nation

Mary Chisholm/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

OSU SPEARS SCHOOL TRIBAL FINANCE AND ACCOUNTING ADVISORY BOARD:

In order to receive a certificate of completion, the participant must attend at least 90% of the program.

Proj ect to Ben efit You r Tri be: Digital Badge (Optional)

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

0.5 Finance Investments & Auditing

Special Knowledge

3:30 - 4:30 p.m. FAIR VALUE ACCOUNTING OF INVESTMENTSSpeaker: Ryan Luetkemeyer, Moss Adams

1 Finance Investments & Auditing

Special Knowledge

4:30 - 5:00 p.m. PROJECT BRAINSTORMING Facilitator: Patty Wetz, CPA, Baker Tilley Virchow Krause, LLP

0.5 Project Management Technical, Management Services

7:30-10:00 p.m. NETWORKING RECEPTION

For applicability of learned material in the Intermediate Program, participants are encouraged to work with their employer in completing a project and case analysis of a financial/accounting issue to benefit their tribe/organization. Participants may also find a case study of another tribe’s financial challenges and seek solutions for that case. The project will be outlined as follows: 1) Identify key issues and problems; 2) Establish objectives; 3) Formulate alternatives for resolving the issues; and 4) Give a recommendation on the best solution. A thirty minute session is scheduled each evening and dedicated for participants to brainstorm ideas regarding this project with the help of an industry expert. This project highlights the practices learned during this program, which in turn will benefit the participant’s tribe or organization. Projects are due by November 30, 2020. Upon the satisfactory completion of the project, the participant will be sent a digital badge, which the individual can add to their linked-in page, other social media options and/or resume.

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: cepd@okstate.edu | 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.

$1,900 Early Bird Fee (on or before August 28, 2020)

$2,200 Registration Fee (after August 28, 2020) Registration includes instruction, materials, 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 47 total hours of education in business topics – Premier Tribal Leadership Certificate Program (8 three-hour sessions) and the Intermediate Tribal Finance and Accounting Certificate Program (23 hours) 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.

Osage Casino Hotel | 951 W 36th Street N | Tulsa, OKNovember 16-19, 2020

TRIBAL FINANCE AND ACCOUNTING CERTIFICATE PROGRAM

NOVEMBER 16-19, 2020

INTERMEDIATE

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

Stillwater, OK 74078-4014