virtual intermediate tribal finance and accounting · endorsed by osu intermediate tribal finance...

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



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


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



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



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.


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.


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

virtual intermediate tribal finance and accounting · endorsed by osu intermediate tribal finance...

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