2021 OSCPA Strategic Leadership Forum & Annual Meeting [NT] – Webcast

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May 6, 2021 - May 7, 2021 Pacific Time

Registration: 8:00 AM / Program: 8:30 AM - 4:00 PM Pacific Time

Fees

Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

Description

SLF

OSCPA members are invited to participate in an engaging forum that explores resilient leadership; the impact of diversity, equity, and inclusion on your bottom line; and the importance of moving forward with intention and strategy. At the annual meeting, you will receive the latest updates on trends and issues impacting you and the accounting profession. 

We are excited to bring nationally recognized speakers plus, outstanding AICPA and OSCPA leaders. This is the “must attend” program of the year!

Day 1: Strategic Leadership Forum 
Member Fee: $59
CPE: 6 [NT] / Level: 4 (Update)

Day 2: Annual Meeting
Member Fee: Complimentary
CPE: 3 [NT] / Level: 4 (Update)

Attend both days and receive a total of 9-hours [NT] CPE for the Day 1 fee of $59!

Download program (pdf)

Designed For

OSCPA members working in public accounting, business & industry, government and education

Objectives

To become better leaders, perform at a higher level, create stronger teams and organizations, and to gain awareness of issues facing today's constantly changing environment.

Major Subjects

Day One – Thursday, May 6: Strategic Leadership Forum

  • Unstoppable: Charting the Course Forward Together
    Dan Diamond, MD - Leadership Under Pressure, Bremerton, WA

    We have been through a long season of tremendous challenge and uncertainty.  Equipped with the Thriver’s Mindset, teams can flourish under pressure and leave a legacy people will talk about for years. Forged in the trenches of international disasters from around the globe, Dr. Diamond’s captivating stories and practical strategies equip leaders to make a difference in high-stakes environments when outcomes matter most.

  • Unstoppable: Leading Resilient Teams to do Great Work When it Matters Most
    Dan Diamond, MD - Leadership Under Pressure, Bremerton, WA

    In the face of COVID19 there has been a lot of talk about resilience — the ability to bounce back from adversity — but when disruptive change strikes an already high-stress environment, resilience is no longer enough. The most successful leaders understand that if their teams merely "bounce back" to where they were before, they will become obsolete and ineffective. While there is a host of barriers we all know exist, the real issue is that people are feeling disconnected, numb, and exhausted. Team members are at high risk of burnout. In this highly interactive workshop, we will be rolling up our sleeves to explore how you can equip your teams to do great work when it matters most.

  • Growing into Diversity: Why DEI Matters to Organizational Culture and to Business
    Jackie Ferguson, Head of Content & Programming & Co-founder of The Diversity Movement, Raleigh, NC

    Why do I, as an individual or for my business, need to care about diversity, equity, and inclusion (DEI)? Why does DEI matter from a financial perspective? DEI impacts your bottom line, sustainable business practices, and successful succession planning. Join author and Certified Diversity Executive Jackie Ferguson of The Diversity Movement for an uplifting and insightful experience that leads to greater understanding of the personal and business rewards of embracing diversity, equity, and inclusion. 

Doodle

Day Two – Friday, May 7: Annual Meeting

  • 2020-21 OSCPA Year in Review
    Selene L. Sullivan, CPA, 2020-21 OSCPA Chair of the Board, Principle Accounting PC, Eugene, OR

    Selene will provide highlights from her year as chair of the board.

  • Professional Issues Update
    Tracey Golden, CPA, CGMA, Chair, AICPA Board of Directors, St. Simons Island, GA

    You will hear the latest on the issues and hot topics affecting the accounting profession.

  • Nimble Leadership During a Year to Remember
    Tracey Golden, CPA, CGMA, Chair, AICPA Board of Directors, St. Simons Island, GA
    Charles Mello, CPA, 2021-22 OSCPA Chair of the Board, Deloitte LLP, Portland, OR
    Selene L. Sullivan, CPA, 2020-21 OSCPA Chair of the Board, Principle Accounting PC, Eugene, OR

    Join AICPA Chair Tracey Golden, OSCPA Chair Charles Mello, and OSCPA Immediate Past Chair Selene Sullivan for a conversation about leading during the 100-year pandemic.

  • A View from Legislative Policy and Taxation Bill Review Subcommittee & What is the OCPA/LAC?
    Jay Richardson, CPA, JD, CMA, CFM, CGMA, PFS, OSCPA Legislative Policy Chair, OSCPA Strategic Taxation and Legislative Review Leader Co-Chair, OSCPA Professional Conduct (Ethics) Chair, AICPA Council-at-Large, and 2017-18 OSCPA Chair of the Board, Cosgrave Vergeer Kester LLP, Portland, OR

    Jay will share how the OSCPA plays an important role in serving as a resource to various legislative committees and lawmakers on behalf of members of the Oregon Society of CPAs. He will also share how the Oregon Certified Public Accountant/Legislative Action Committee (OCPA/LAC) works in cooperation with the Society and provide an overview of how OCPA/LAC fundraising activities support legislative focus on behalf of members of the Oregon Society of CPAs.

  • Legislative Update – A View from Salem
    Rob Douglas, OSCPA Legislative Counsel, RPD Company, Salem, OR

    You will hear an update on issues of importance from the 2021 Oregon Legislative Session.

  • Moving Forward with Intention & Strategy: 3½ Attitudes a Leader Must Have Right Now 
    Ron Rael, The High Road Institute, Bonney Lake, WA

    All leaders want to put the challenges of last year in the rear-view mirror and step on the gas to generate momentum for a better future. For us leaders to do that, we need a new paradigm for leading, called “Teflon Coated Toughness.” Leadership Expert and all-around nice guy, Ron Rael will explore with you the leading-edge attitudes that can move your team and employer forward. As you experience Ron’s innovative and fun style, you will determine if you have Teflon Coated Toughness. Best of all, you will end up with a specific Action Plan that will transform your ability to lead with intent and a strategic point of view.

If you would like to register for this event, please contact OSCPA at 800-255-1470, 503-641-7200, or email profdev@orcpa.org.


Leaders

Dan Diamond

Dan_Diamond

It all started with a burning question: Why is it that some people DON’T become victims? What he discovered will challenge you, inspire you, and equip you to flourish. Dr. Dan Diamond is passionate about equipping people to make a difference… especially when resources are scarce or times are tough. He was the Director of the Medical Triage Unit at the New Orleans Convention Center following Hurricane Katrina, led one of the first medical teams into Haiti following their devastating earthquake, and deployed to the Philippines following Typhoon Yolanda (Haiyan). Dr. Diamond is the author of "Beyond Resilience: Trench-Tested Tools to Thrive Under Pressure". He has been seen on CNN, Anderson Cooper, and Larry King Live.

(4/16/21)

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)

Jackie 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)

Tracey Golden

Tracey_Golden

Tracey Golden CPA, CGMA, is the Chair of the American Institute of CPAs (AICPA) and Chair of the Association of International Certified Professional Accountants.

Golden has held a number of volunteer leadership positions at the AICPA, previously serving as a member of the Board of Directors and governing Council, as well as Chair of both the Audit and Finance committee and Peer Review Board. In addition, she has served as the Board Liaison to the AICPA Foundation Board of Trustees and a member of the Relations with the Bar and National Peer Review committees.

Prior to recently retiring as an audit partner with Deloitte, Golden had responsibility for facilitating and coordinating reputation and risk related initiatives and matters and collaborating with member firm leadership to proactively identify emerging risk matters and monitor and facilitate managing existing risks in the Americas region.

Golden is an active speaker, presenting at many AICPA and state CPA society conferences on topics including leadership in accounting firms, growing the CPA pipeline and trends in the profession.

She is a member of both the Connecticut and Virginia State CPA Societies. She serves on the Board of Directors of the Association to Advance Collegiate Schools of Business and several of its committees. She also serves on the board of the United Way of Coastal Fairfield County.

Golden has been recognized for her experience and leadership in the accounting profession. She was named as one of the Most Powerful Women in Accounting by the AICPA and CPA Practice Advisor, and was awarded the AICPA Sustained Contribution Award, recognizing her years of volunteer service on AICPA committees.

Golden received her bachelor’s degree in business administration from Georgetown University.

(4/2/21)

Charles Mello

Charles

Charles Mello is the audit partner at Deloitte LLP in Portland, where he has worked for more than 18 years, focused on the power, utility, and health care sectors. As office audit leader, he is responsible for a wide range of public and private company audits. Charles has been an OSCPA member since 1999.

(4/2/21)

Ron Rael

Ron_Rael

About Ron Rael, Leadership Sparkplug: We NEED more GOOD leaders everywhere… Because most people in a leadership role received little or no training on how to lead. Leading is an Art requiring years to master, i.e. learn how to lead people and teams well. ‘Learning to Lead’ requires insights, tools, practice, and feedback through coaching and mentoring.  CEO Ron Rael has enhanced the leadership skills of thousands of business professionals over 40 years, so he knows and understands leadership and how to lead the right way. Ron transforms the technical expert and the reluctant or scared novice into an influential and inspirational person. Ron helps the organization that needs skilled and capable leaders at all levels today and tomorrow.

He sparks these accomplishments with: 

  • Leadership Development Plans & Programs 
  • Coaching & Mentoring & Interactive Training 
  • Tools for Leading Better 
  • Insights that Improve One’s Leader IQ™
As a direct result, Ron’s clients grow faster through an accelerated leadership transformation that reduces the trial and errors to learning how to lead. The employee (novice, manager, supervisor, executive) fast forwards into someone who has a positive impact and beneficial influence. ? Ron Rael’s excellent Leadership Coaching helps people practice the Art of Leading every day! Through The High Road® Institute, Ron Rael Develops Leaders Who are Worth Following!

(4/16/21)

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)

Selene Sullivan

Selene L. Sullivan is managing partner at Principle Accounting PC. She is a Eugene native and she loves it. Selene attended Eugene Bible College, now known as New Hope Christian College. After receiving her CPA license, she became a partner to the business, merged, and helped create Principle Accounting (formerly HPBQ).

Selene is highly involved with her community. She is on the board of the Oregon Society of Certified Public Accountants as Chair. She has served as the Chair of the board of at CAFA (Christians of Family Advocates) for over 10 years. When she finds time away from her busy schedule, she enjoys spending time with her husband and daughter, cooking, reading, hiking and kayaking.

(3/19/21)