2021 OSCPA Professional Issues Update (4 hours - morning) – 2 Tech & 2 [NT] – Webcast

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Dec 2, 2021

Registration: 7:30 AM / Program: 8:00 AM - 12:10 PM Pacific Time

Fees

Member Fee: $19.00
Nonmember Fee: $69.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: -9.00

Description

Get the latest updates on trends and issues impacting you and the accounting profession. Join your colleagues at the OSCPA 2021 Professional Issues Update on Thursday, December 2.

Click here to view conference agenda.

Fees:

  • OSCPA Members: $19 per person / Nonmembers: $69 per person
  • Nonmember Full-Time Accounting Faculty: $19*
  • Students: Complimentary**

Fees Note: Effective 9/15/21, the CPE hours have been adjusted from 3 Tech & 1 [NT] to 2 Tech & 2 [NT]. Based on this change, the registration fee has been reduced by $10. Member fee was $29 and Nonmember fee was $79 per person. If you have any questions or need assistance, please contact Tonna Hollis via email or telephone at 503-597-5471. Thank you.

*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.

Businesses registering 6 or more receive a discount. Two livestream webcast viewing options available. Click here for more information and to select the appropriate order form:
  • Volume Discount: Individual Viewing Access — Select this viewing option to register multiple individuals from your firm/business to view webcast individually from their own PC/laptop.
  • Group Discount: Group Viewing Access — Provided circumstances surrounding COVID-19 allow for safe gatherings, participants view as a group in a firm/business conference/training room.

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

  • Accounting Profession Update
    Kimberly N. Ellison-Taylor, CPA, CGMA, CISA and Past Chairman, AICPA and Association of Certified Professional Accountants, KET Solutions LLC
    Take advantage of this opportunity to spend time with AICPA Past Chairman Kimberly Ellison-Taylor, Founder and Chief Executive Officer of KET Solutions, LLC, a consulting firm focused on business growth, innovation, strategy, transformation & inclusive leadership. Kimberly will share her perspective and provide a current update and future look at the profession during these changing times.
  • Oregon Legislative Update
    Rob Douglas, OSCPA Legislative Counsel, RPD Company & Jay Richardson, CPA, JD, CMA, CFM, CGMA, PFS, Vice Chair OSCPA Legislative Policy Committee, Cosgrave Vergeer Kester LLP
    This session will provide highlights from the 2021 Oregon Legislative Assembly as well as look forward to the 2022 Legislative Assembly.
  • Oregon Board of Accountancy Update
    Kimberly Fast, Executive Director, Oregon Board of Accountancy & Nancy L. Young-Oliver, CPA, CISA, CFE, MBA, 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.
  • Factors To Consider on the Road to Recovery: An Oregon & Pacific Northwest Economic Regional Perspective
    Steve Scranton, CFA, Washington Trust Bank
    This session will discuss economic factors to consider as the economy continues to recover. Even though some parts of the economy may have recovered, there are other parts of the economy that are still on the road to recovery. This presentation will discuss those factors from a regional and local perspective.
  • Diversity, Equity, and Inclusion: Inclusive Language & Bias
    Jacqueline "Jackie" Ferguson, The Diversity Movement
    This session will explore how bias affects all of us in subtle and sometimes, not so subtle ways. Learn strategies to manage bias and mitigate its effects and understand how the language we use can create more or less inclusive environments. We discuss the benefits of practicing inclusive language and review common words and phrases that are not inclusive and what to say instead.

Leaders

Rob Douglas

Rob

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.

(11/11/20)

Kimberly Ellison-Taylor

 

Kimberly Ellison-Taylor is a Global Technology and Finance leader with over 30 years of career achievements. She is the Chief Executive Officer of KET Solutions, LLC, a consulting firm focused on business growth, innovation, strategy, transformation and inclusive leadership. Ellison-Taylor is a sought-after keynote speaker and has received many awards and recognitions for her expertise and leadership including Accounting Today's Top 100 Most Influential People in Accounting and CPA Practice Advisor's 25 Most Powerful Women in Accounting. 
For almost 17 years, Ellison-Taylor served in global leadership roles for Oracle Corporation. Kimberly advised C-Suite Executives on cloud solutions that innovate and transform business. Ellison-Taylor is also an adjunct professor for Carnegie Mellon University’s Chief Information Officer Certificate program teaching Emerging Technologies & Innovation. She is also an independent board director on the audit, risk, and public responsibility committees.
Other professional achievements include tenure at Prince George’s County Government, KPMG, Motorola, and NASA Goddard Space Flight Center. Ellison-Taylor has an undergraduate degree in Information Systems from the University of Maryland Baltimore County, a MBA from Loyola University, an Accounting Certificate from Baltimore County Community College and a Master of Science from Carnegie Mellon University in Information Technology Management as well as a Chief Information Officer certificate. She is a Certified Public Accountant, Certified Information Technology Professional, Certified Global Management Accountant, and Certified Information Systems Auditor. 
Kimberly has volunteered in the profession for over 20 years including leadership positions as Chairman of the American Institute of CPAs, Chairman of the Association of Certified Professional Accountants, and Chairman of the Maryland Association of CPAs. Kimberly is also the Chair for the AICPA’s National Commission on Diversity and Inclusion and is also the President-elect for Beta Alpha Psi. Ellison-Taylor is the Chairman of the Maryland Association of CPAs Education Foundation.

(11/2/21)

Kimberly Fast

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

(11/2/18)

Jacqueline Ferguson

Jackie_Ferguson

Jackie Ferguson grew up in a multi-generational, multi-racial home where diversity and inclusion were intrinsic personal values. Jackie spent the majority of her career in sales and marketing managing multi-million dollar accounts, and providing executive support to ensure business process optimization in administration and human resources for startups to Fortune 500 companies.

As a neurodivergent student, Jackie earned a Bachelor of Arts in professional and technical writing from the University of South Florida and is a Certified Diversity Executive (CDE). Jackie writes course content, conducts onsite diversity training, and ensures business process optimization. Jackie has written multiple published articles on diversity. 

A member of the National Diversity Council, Jackie has been volunteering for equality organizations since the mid-1990s and donates to STEM programs, including Black Girls Code. Her grandmother once said to her simply, “No matter who you are, I can learn something from you, and you can learn something from me,” which Jackie considers a catalyst to her personal and professional pursuits of equity and diversity. 

Why DEI? I have been advocating for social equality for more than 20 years, firm in the belief that everyone should have the opportunity to pursue love, happiness, and success to the standards that make their lives most fulfilled. Having the opportunity to do work that leaves the world a little better for my daughter is an incredible motivation.

(4/2/21)

Jay Richardson

Jay Richardson 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 AICPA and holds the Certified Global Management Accountant designation and Personal Financial Specialist designation from the AICPA.

Jay serves as the OSCPA Legislative Policy Chair, OSCPA Strategic Taxation Committee and Legislative Review Co-Chair, OSCPA Professional Conduct (Ethics) Chair, AICPA Council-at-Large, and served as the 2017-18 OSCPA Chair of the Board.

Due to his extensive accounting background, Jay is able to bring economic and financial perspectives to real world legal problems.

(5/12/21)

Steve Scranton

Steve Scranton is the Chief Investment Officer & Economist for Washington Trust Bank and holds a Chartered Financial Analyst designation with over 35 years of investment and economic experience.

As Washington Trust Bank’s Chief Investment Officer, Steve is responsible for management of the Portfolio Management Group and actively participates on committees within the bank to help design strategies and policies related to investments. As the economist for Washington Trust Bank, Steve participates in public speaking engagements, as well as authoring multiple communications, to keep clients and the public informed of economic and investment market conditions. Throughout the Pacific Northwest, Steve is a well-known speaker on the economic conditions and the world financial markets.

(11/11/20)

Nancy Young-Oliver

Nancy Young-Oliver is the Director of Budget & Grants at TriMet in Portland Oregon. She was previously 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.

(12/31/19)