Chapter Items

We would like to thank everybody who came out to Meet the Board Happy Hour

held in May. We had a great time getting to know the new and returning Officers

and Committee Chairs.

Looking for a way to be

more involved?

The Tulsa Chapter of OSCPA is seeking a volunteer to Chair the Scholarship

Committee. If you are interested, contact Mark Owen at admin@tcoscpa.org for

more information.

June 2017 Volume 5, Issue 05

Tulsa Chapter

OSCPA News Upcoming Events:

June 8th—OSCPA Annual Meeting Mixer

June 9—OSCPA An-nual Members Meet-ing

June 15—June Lunch-eon

July 26—YAP Confer-ence

Inside this issue:

June Luncheon 1

Chapter Items 1

OSCPA Annual

Meeting

2

Annual Meeting

Mixer

2

Spring Clusters 3

Ethics CPE

Opportunities

3

YAP Confer-

ence

3

CPA Run An-

nouncement

4

Spin CPE 4

Member

Highlight

5-6

June CPE Luncheon

June’s luncheon will be at the DoubleTree at Warren Place on June 22, 2017.

The speaker will be Ginny Carl, with the Oklahoma Medical Research Foun-

dation.

The cost of attending the lunch-

eon is $25 for members, and

$30 for non-members. Online

reservations are encouraged as

spots fill up quickly, but walk-

ins are always welcome.

To register,

please CLICK HERE

Page 2

OSCPA 99th Annual Members Meeting

Come play with us at the OSCPA's 99th Annual Members Meeting! Ready your controllers – the games begin Friday, June 9th at the Hyatt Regency Hotel in Tulsa.

Plug in with your fellow gamers and level up with eight hours of recommended CPE credit, including two hours of ethics. Join our nationally recognized speakers for updates in professional issues, communicating technical data, eth-ics and critical thinking.

This year's CPE lineup includes:

Preview the Profession of Tomorrow, presented by Kimberly Ellison-Taylor, CPA, CGMA (Chairman, AICPA Board of Directors)

When the Facts Aren't Enough: Communicating Technical Data with Meaning, presented by Toby Groves (Owner, Groves Research and Consult-ing)

Ethics: Rules, Responsibilities and Realities, presented by Dr. Patricia Mounce, CPA, CFE (Retired Professor, University of Central Arkansas)

Critical Thinking and Brain Games for CPAs, presented by Toby Groves (Owner, Groves Research and Consulting)

The Annual Meeting also features these bonus events: Pre-Annual Meeting Mixer, (June 8th) hosted by the Past Presidents Council and Young Accounting Professionals (YAP) Committee;

Annual business meeting and lunch;

Educational Foundation meeting;

Dinner and awards; and

An accounting career track for students! Join us at Elgin Park Brewery in Tulsa from 5:00 to 7:30. The event will also be recognizing player achievements and powering up with exclusive networking opportunities. All newbies and pros are welcome.

Page 3

Young Accounting Professionals Conference

Join young accounting professionals from around the Tulsa area on Wednesday, July 26 at the Marshall Brewing Company. Gain insights into how leadership and failure work hand-in-hand and increase your ability to negotiate effectively to lev-erage your ideas.

Past speaker for the AICPA's EDGE conference, Joseph Rugger, CPA,

CGMA, will explore how successful leaders make use of their failure by respond-ing and rebounding. He will also equip participants with the major factors of ne-gotiation, including a step-by-step plan to negotiate agreement without giving in.

Attendees can also stay for the "perfect pair" networking session after the CPE sessions, which is sure to tap into your taste buds. Each event is recommended for three hours of CPE credit and is a valuable resource for all new CPAs who wish to make connections and build their leadership skills.

Spring Clusters

Thank you to all the presenters and participants

that attended the 2017 Spring Clusters. We had

approximately 58 people in attendance at each of

the courses. A special Thank You to Jim Small

for all your hard work in implementing these

clusters.

Ethics CPE Opportunities

The TCOSCPA is committed to providing quality continu-

ing education to it’s members. There will be several oppor-

tunities for Ethics CPE coming this fall. Join us in October

and November at the CPE clusters and Spin sessions availa-

ble for members to meet their ethics requirements. More de-

tails to come.

Spin CPE Sessions Coming This Fall

Due to the popularity of the Spin CPE Sessions at the beginning of the year, the

TCOSCPA will host five additional CPE Sessions this fall; including opportunities

for ethics CPE. The sessions are tentatively planned for October and November,

more details to come.

CPA Run Update and Crime Prevention Network Fundraiser

It is with great sadness that we announce that we have organized our last CPA

Run. With the loss of financial and logistical support from two of the presenting

sponsors, we are unable to arrange a 5k run. Over the past twenty-three years, we

have donated over $150,000 to the Crime Prevention Network (formerly the Citi-

zens Crime Commission). We thank all of the sponsors and participants for their

long-lasting support of this event and are sorry we aren’t able to continue the tradi-

tion of finishing the run on the 50 yard line of Skelly Field at the H.A. Chapman

Stadium at TU. Many great memories were made at previous runs, including many

of our fellow CPA’s racing to be the fastest CPA.

In lieu of a run to raise money for the Crime Prevention Network, we would like to

announce a summer fundraising drive. Over the years, the CPA Run was the main

source of revenue for their popular Crime Stoppers program, so they are really

feeling the budget crunch. We will be accepting donations at the monthly CPE

Luncheons as well as through the mail. Please make checks payable to the “CPA

Run” and mail to:

CPA Run

1241 S Tamarack Ave.

Broken Arrow, OK 74012

All donations received through August 31st will be presented to the Crime Preven-

tion Network in September and will be greatly appreciated. Please join us in sup-porting this worthwhile organization which helps to make Tulsa a safer city.

Page 5

MEMBER HIGHLIGHT

Every month the Tulsa Chapter turns the spotlight on a member who is making an im-

pact in their professional accounting field and around the Chapter. These members

exemplify the mission of the Tulsa Chapter of Oklahoma Society of CPAs in their

professions and communities. If you would like to nominate someone to be featured

please contact Deanne Nunn at ydnunn@cox.net.

June 2017 Highlight

Sherri Wise Tulsa Chapter Member since May 2013

What was your first job after passing the CPA exam? I was working for H. G.

Martin, Jr. CPA in Midwest City while preparing for

the exam and was fortunate to continue at the firm

after passing. I worked primarily in taxation and

with several not-for-profit clients. It was not long,

though, before I moved to Tulsa where I took a year

off to get settled and complete the Leadership Tulsa

program. At the end of that year I was hired by

Lohrey and Associates where I continued working in

individual and corporate tax until making the transi-

tion to the not-for-profit sector.

What type of accounting do you do? I left public

accounting in 1993 to take an interim position as Ex-

ecutive Director of Special Olympics Oklahoma, an

organization that I’d served as a volunteer since the

early 80’s. After three years I was recruited to the Osteopathic Founders Foundation,

following their sale of Tulsa Regional Medical Center, as the President and CEO.

Amazingly, after twenty years, I’m still in that position and excited about the opportu-

nities that we have to serve our community and our profession.

How do you give back to the community? After near ly thir ty years, I still coordi-

nate the medical teams for Special Olympics summer and winter games in Oklahoma.

It’s an organization that’s hard to leave! As a member of the American Heart Associ-

ation’s Circle of Red, I enjoy the chance to collaborate with like-minded women who

are dedicated to influencing change in the community regarding heart health of wom-

en. I was recently reappointed by Governor Fallin to the Oklahoma Science Technol-

ogy Research and Development Board which is the governing body for OCAST,

Oklahoma’s technology based economic development agency. As part of my respon-

sibilities to that organization, I also have the honor of chairing the Oklahoma Seed

Capital Fund Advisory Committee which serves our state by investing in the early

stage development of Oklahoma entrepreneurs.

What do you do in your free time?

Page 6

MEMBER HIGHLIGHT Cont.

June 2017 Highlight

Sherri Wise Tulsa Chapter Member since May 2013

stage development of Oklahoma entrepreneurs.

What do you do in your free time? That’s the hard question. I like my work so it

sometimes occupies much of my free time. I do enjoy travel though, both domestic

and international, and I’m trying to remind myself to take more time to do that. I have

a little addiction to searching for great airfares! I do have a couple of “guilty pleas-

ure” television shows; Scandal and House of Cards. I’m in withdrawal when we’re

between seasons!

How do you benefit from you Tulsa Chapter membership? I’m embarrassed to say

that I’m not a very active member! But I always enjoy the interaction with other ac-

counting professionals when I’m able to participate. Working outside of a traditional

accounting role, I particularly appreciate the Chapter activities and newsletter for help-

ing me continue to feel connected with my profession.