Endorsed by
OSU Intermediate Tribal Finance and Accounting Certificate Program:
▶ 4 week program (two 3 hour days a week)
▶ Participants can receive up to 28 hours of CPE credit
▶ 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 PROGRAMOCTOBER-NOVEMBER, 2020
LIVE ZOOM SESSIONS
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 • Intermediate Tribal Finance and Accounting Academy • Advanced Tribal Finance and Accounting Academy (TBA)
VIRTUAL INTERMEDIATE
OCTOBER 27TH · 9:00 A.M. – 12:30 P.M. Presenting Financial Data – 3 hrs.
Joel Haaser, BKD & Dave Carter, Oklahoma State UniversityTheme: Importance of Financial Data CPE: Technical, Finance
Project Brainstorming – .5 hr.Patty Wetz, CPA, Baker Tilly Virchow Krause, LLP
Theme: Project Management CPE: Technical, Management Services
OCTOBER 29TH · 9:00 A.M. – 12:30 P.M. Process Improvements for the Finance and Accounting Department – 3 hrs.
Audrey Gramling, Oklahoma State University & Joel Haaser, BKDTheme: Process & Financial Statements CPE: Technical, Accounting
Project Brainstorming – .5 hr.Patty Wetz, CPA, Baker Tilly Virchow Krause, LLP
Theme: Project Management CPE: Technical, Management Services
OCTOBER 22ND · 9:00 A.M. – 12:30 P.M. Program WelcomeFinancial Statement and Interpreting Data – 1.5 hrs.
Nancy Titus- Piersma, Oklahoma State UniversityTheme: Importance of Financial Data CPE: Technical, Finance
Developing a Toolkit to Help Financial Leaders Educate/ Teach Non-Financial Leaders – 1.5 hrs.
Nancy Titus-Piersma, Oklahoma State UniversityTheme: Importance of Financial Data CPE: Technical, Finance
Project Brainstorming – .5 hr.Patty Wetz, CPA, Baker Tilly Virchow Krause, LLP
Theme: Project Management CPE: Technical, Management ServicesOCTOBER 23RD · 8:30 A.M. – 12:45 P.M. Virtual OSU Tribal Finance and Accounting Conference – 4 hrs.Project Brainstorming – .5 hr.
Patty Wetz, CPA, Baker Tilly Virchow Krause, LLPTheme: Project Management CPE: Technical, Management Services
WEEK 1
WEEK 2
VIRTUAL INTERMEDIATE TRIBAL FINANCE AND ACCOUNTING CERTIFICATE PROGRAM
NOVEMBER 10TH · 9:00 A.M. – 12:30 P.M. Principles and Standards – Tribal Governmental Accounting – 3 hrs.
Corrine Wilson, REDWTheme: Accounting & Taxes CPE: Technical, Finance
Project Brainstorming – .5 hr.Patty Wetz, CPA, Baker Tilly Virchow Krause, LLP
Theme: Project Management CPE: Technical, Management Services
NOVEMBER 17TH · 9:00 A.M. – 12:30 P.M. Fraud Prevention and Detection – 1 hr.
Ryan Luetkemeyer, Moss AdamsTheme: Finance Investments & Auditing CPE: Ethics
Cash Flow Pro Forma Statement – 1 hr.Ryan Luetkemeyer, Moss Adams
Theme: Finance Investments & Auditing CPE: Special KnowledgeFair Value Accounting of Investments – 1 hr.
Ryan Luetkemeyer, Moss AdamsTheme: Finance Investments & Auditing CPE: Special Knowledge
Project Brainstorming – .5 hr.Patty Wetz, CPA, Baker Tilly Virchow Krause, LLP
Theme: Project Management CPE: Technical, Management Services
NOVEMBER 12TH · 9:00 A.M. – 12:30 P.M. Internal Controls, Managing and Budgeting of Tax Revenues – 1.5 hrs.
Corrine Wilson, REDWTheme: Accounting & Taxes CPE: Technical, Taxes
Tribal Revenue Taxes and Payments – 1.5 hrs.Corrine Wilson, REDW
Theme: Accounting & Taxes CPE: Technical, TaxesProject Brainstorming – .5 hr.
Patty Wetz, CPA, Baker Tilly Virchow Krause, LLPTheme: Project Management CPE: Technical, Management Services
NOVEMBER 19TH · 9:00 A.M. – 12:30 P.M. Ethics – 1 hr.
Rachel Cox, Oklahoma State UniversityTheme: Finance Investments & Auditing CPE: Ethics
Introduction to Tribal Investments & Treasury Management – 2 hrs.Lars Landrie, Moss Adams
Theme: Finance Investments & Auditing CPE: Technical, AuditingProject Brainstorming – .5 hr.
Patty Wetz, CPA, Baker Tilly Virchow Krause, LLPTheme: Project Management CPE: Technical, Management Services
WEEK 3
WEEK 4
VIRTUAL INTERMEDIATE TRIBAL FINANCE AND ACCOUNTING CERTIFICATE PROGRAM
Proj ect to Ben efit You r Tri be: Digital Badge (O ptional)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 after each day’s session 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 the final session, November 19, 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.
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.
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.
$1,500 Registration Fee Registration includes digital instruction, materials, 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. Automatic OSU Tribal Finance and Accounting Conference registration
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:______________
VIRTUAL 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.
Live Zoom SessionsOctober-November, 2020
TRIBAL FINANCE AND ACCOUNTING CERTIFICATE PROGRAMOCTOBER-NOVEMBER, 2020
LIVE ZOOM SESSIONS
VIRTUAL INTERMEDIATE
Spears School of Business Center for Executive and Professional Development 294 Business Building
Stillwater, OK 74078-4014