2019 OSCPA Professional Issues Update [3.5 Tech & 1 NT] (4 hours - morning)

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Dec 3, 2019

Registration: 7:15 AM / Program: 8:00 AM - 12:00 PM

Fees

Member Fee: $59.00
Nonmember Fee: $109.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

The above fees may not be reflective of the total event price. See below.

Description

Get the latest updates on trends and issues impacting you and the accounting profession. Join your colleagues at the OSCPA 2019 Professional Issues Update on Tuesday, December 3. Attend in person or via livestream webcast.

Fees:

  • OSCPA Members: $59 per person / Nonmembers: $109 per person
  • Nonmember Full-Time Accounting Faculty: $59*
  • Students: Complimentary**

*Nonmember Full-Time Accounting Faculty: Email OSCPA to register and receive discount or call us at 503-641-7200 / 800-255-1470, ext. 3.

**Students: Email OSCPA to process your complimentary registration or call us at 503-641-7200 / 800-255-1470, ext. 3.


Can't attend in person? Attend via live webcast on December 3!

Designed For

OSCPA members, non-members, college/university students, and full-time accounting faculty.

Objectives

You will learn the latest on key issues affecting the CPA profession.

Major Subjects

  • ReIMAGINE the Profession for a Digital World
    Okorie L. Ramsey, CPA, CGMA, PMP, Kaiser Foundation Health Plan Inc.
    The ReIMAGINE presentation will focus on understanding the vast changes occurring in our profession, and how we must adapt to remain valued, trusted advisors within our companies and in support of our clients. During this session, we will reimagine our profession in a digital world focusing on services, talent, reputation and influence.
  • Oregon and Pacific Northwest Economic Update
    Michael Wilkerson, PhD, ECONorthwest
    As we continue the longest economic expansion in U.S. history what short term and long run factors are influencing the regional economy? This session will look at economic and demographic trends in Oregon and the PNW to see what lies ahead in 2020.
  • Oregon Board of Accountancy Update
    Kimberly Fast, Executive Director, Oregon Board of Accountancy
    Nancy L. Young-Oliver, CPA, CISA, CFE, Board Chair, Oregon Board of Accountancy,
    This session will provide general updates from the Oregon Board of Accountancy including potential rule amendments and current board matters.
  • Oregon Legislative Update
    Rob Douglas, OSCPA Legislative Counsel, RPD Company & Jay Richardson, CPA, JD, CMA, CFM, CGMA, Vice Chair, OSCPA Legislative Policy Committee, Cosgrave Vergeer Kester LLP
    Session details coming soon!
  • Oregon Secretary of State Corporations Division Update
    • Small Business Ombudsman
      Trevor Leahy, Small Business Advocate, Oregon Secretary of State – Corporation Division

      Learn about the Office of Small Business Advocacy and what they can do for you and your clients. Hear from the team in your corner when you have a question or compliant about a state or local government agency.
    • Corporations Division – Recent and Upcoming Legislative Changes
      Jaime Weddle-Jones, Training and Compliance Lead, Oregon Secretary of State – Corporation Division

      Find out about recent and upcoming changes within the Corporation Division.

This event has already passed. If you have any questions, please contact us at 503-641-7200 or email profdev@orcpa.org.


Leaders

Rob Douglas

Rob Douglas has served as OSCPA’s registered lobbyist since February of 1978. Prior to working with OSCPA, Rob was Executive Director of the Oregon Government Ethics Commission. Rob is a graduate of the University of Oregon and Willamette College of Law. Rob is an active member of the Oregon State Bar.

Kimberly Fast

Kimberly Fast is the Executive Director of the Oregon Board of Accountancy.

Trevor Leahy

Trevor Leahy is the interim small business ombudsman for the Oregon Secretary of State. With 11 years of state service for the Office of Small Business Assistance and the Oregon Employment Department, he has been helping entrepreneurs and businesses navigate the requirements for doing business in Oregon successfully. While some business advocates run with scissors to cut through the red tape, Trevor prefers running with chainsaws.

Okorie Ramsey

Okorie Ramsey is the Vice President of Sarbanes/Oxley (SOX) for Kaiser Foundation Health Plan, Inc. and Kaiser Foundation Hospitals.

In this role, Mr. Ramsey is advancing and enhancing the SOX and Model Audit Rule (MAR) compliance processes, procedures and tools to support Kaiser Permanente’s commit to adherence with applicable federal and state laws, regulations, internal policies and SOX and MAR standards. Mr. Ramsey is a thoughtful leader who acts strategically and operates with a focus on people, process and controls to achieve financial and operational effectiveness.

Prior to this role, Mr. Ramsey served as Vice President, Finance Compliance Officer, where he established the compliance program within Finance organization and the Director and Managing Director of Sarbanes/Oxley and Financial Governance for the Northern California (NCAL) Region of Kaiser Permanente. In this role, Mr. Ramsey oversaw a team responsible for strengthening the internal control environment within the NCAL Region through advisory support to business partners with the responsibility for development of practical and sustainable internal controls. Mr. Ramsey also facilitated the development and maintenance of regional policies and implemented a people development and management training program for the NCAL Controller’s Group, as well as provided oversight and support to the NCAL Finance Transformation Team.

Prior to joining Kaiser Permanente, Mr. Ramsey was an Advisory Senior Manager at Ernst & Young LLP. He also held management roles with Robert Half International, Andersen LLP and Coopers & Lybrand LLP.

Mr. Ramsey is a California Certified Public Accountant (CPA), Project Management Professional (PMP), and Chartered Global Management Accountant (CGMA). He also holds a bachelor’s degree in Business Administration with a concentration in Accounting from San Francisco State University (SFSU) and a Kaiser Permanente Executive Leadership Program Certificate from Harvard Business School. He serves on the Board of Directors for the American Institute of Certified Public Accountants (AICPA) and represents the State of California as a council member of the AICPA. He is also a Past President of the California Society of CPAs (CalCPA) Board of Trustees for the Education Foundation, Past Chairman of the Accounting Career Awareness Program (ACAP) San Francisco Bay Area and a former adjunct professor for SFSU’s Master of Business Administration (MBA) program.

Mr. Ramsey is married and has two children. His interests include family time, music, investing, and mentoring young people and professionals to support them in reaching their full potential.

Jay Richardson

Jay focuses his law practice in the areas of business and transactions, taxation, estate planning, employee benefit plan consulting, and real estate. He has advised small and medium-sized business owners for more than 28 years and they include service, technology, and manufacturing companies. Jay is a Certified Public Accountant, Certified Management Accountant, and is certified in Financial Management by the Institute of Management Accountants. He is also a member of the American Institute of CPAs and holds a Certified Global Management Accountant designation from the AICPA. He is also past Chair of the OSCPA Board of Directors and is a member of council of the AICPA. Due to his extensive accounting background, Jay is able to bring economic and financial perspectives to real world legal problems.

Jaime Weddle-Jones

Jaime Weddle-Jones is a training and compliance lead for the Corporation Division located within the Oregon Secretary of State. She is responsible for training all staff as well as ensuring compliance in all areas of the division. Jaime works with the Oregon Law Commission as part of work groups and provides input on legislative concepts. She has worked with the division for 9 years and is a subject matter expert for the business registry, notary and uniform commercial code programs.

Michael Wilkerson

Dr. Michael Wilkerson is a Partner and the Director of Analytics at ECONorthwest. He brings over 15 years of private-sector experience as an economic consultant and as an analyst in the financial services industry. Mike studies urban economics for both public and private sector clients—with a focus on land use, transportation, and real estate development and how they interact with the regional economy. Using a data-driven approach that focuses on spatial analysis, he conducts housing market analyses, development feasibility studies, TOD implementation studies and master plans, economic impact analyses, and provides expert testimony. He regularly presents at national conferences on topics related to real estate economics, including the American Planning Association, the National Multifamily Housing Council, and the Urban Land Institute. Mike is currently an adjunct professor in the Master of Real Estate Development program at Portland State University.

Nancy Young-Oliver

Nancy is the Director of Budget & Grants at TriMet in Portland Oregon. She was previous with Moss Adams LLP from 2006 through 2015 and prior to that she was with the Oregon Secretary of State Audits Division for ten years. Nancy has conducted fraud investigations for over 20 years and her experience includes conducting investigations in various industry groups including state, local and tribal governments, not-for-profits; auto dealerships; financial institutions; health care; manufacturing and distribution; colleges and universities; and construction companies. Nancy is also an adjunct professor at Portland State University teaching Forensic and Investigative Accounting. In 2013, Nancy was awarded an Achievement Medal from the City of Portland Police Bureau for the Justice for Fraud Victim’s Program (fighting white-collar crime from the classroom). Nancy was published in the June 2014 Journal of Accountancy and has co-authored a guide on fraud in the dealership industry that was released in 2010.