2022 OSCPA Professional Issues Update (4 hours - morning) - 3 Tech & 1 [NT]

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Dec 2, 2022

Registration: 7:30 AM / Program: 7:55 AM - 12:25 PM Pacific Time

Fees

Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

Description

Get the latest updates on trends and issues impacting you and the accounting profession. Join your colleagues at the OSCPA 2022 Professional Issues Update on Friday, December 2.

Follow this link to download the full program.

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.



Health & Safety Protocols for In-person Attendance
All in-person participants agree to follow current health and safety guidelines and must adhere to applicable requirements including the following:
  • Acknowledge the COVID-19 assumption of risk, waiver, and release.
  • Follow local mask guidelines, if any, in place at the time of this event and comply with any other safety guidelines required by OSCPA or the venue.

Note: In-person seats are limited so early registration is suggested.

Prefer to attend via livestream webcast? Register to attend via webcast!

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

  • The State of the Profession - Powering Trust, Opportunity & Prosperity
    Okorie Ramsey, CPA, CGMA, PMP, NACD.CD, Vice-Chairman, AICPA
    The State of the Profession – Powering Trust, Opportunity & Prosperity session will illustrate how our dynamic profession continues to transform as we Rethink, Reshape and Reimage to deliver value and growth.
  • Economic Update: Shocks, Replays & Leftovers
    John W. Mitchell, PhD, Principal, M&H Economic Consultants
    The process of lowering the rate of inflation is underway- a new experience for those under about 60 years of age. How we got into situation and the current efforts to unwind it will be covered.The leftovers from the pandemic cast a long shadow that will impact the course of the economy. and the region. Prospects and risks for the nation and the region will be covered.
  • Oregon Board of Accountancy Update
    Martin Pittioni, Executive Director

    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
    Nicole Palmateer Hazelbaker, OSCPA Legislative Counsel, Bravio Communications
    Sherri L.D. McPherson, IOM, CAE, President/CEO, Oregon Society of CPAs
    This session will provide an overview on the 2022 general election results as well as looking forward towards the 2023 Oregon Legislative Assembly. Highlights from the 2022 Oregon Legislative Assembly will also be discussed.
  • Cybersecurity for Businesses: Are You Safe From Cyber Attacks?
    Tom Kirkham, Iron Tech Security
    No one likes to think about the worst happening, but when it comes to your organization's technology, it's always better to be safe than sorry. That's why we're here to present Cybersecurity for CPAs: Is Your Firm Safe From Cyber Attacks? - a course that will help you protect your business and clients from the perils of cybercrime. Cybersecurity statistics show financial services organizations are 300 times more likely to be attacked, and experience hundreds of thousands of security alerts. You'll learn exactly how to secure your business against cyberattacks, and the 5 things you need to create a security-first culture for your business.

Did you know? The OSCPA member rate for CPE courses is extended to all OSCPA members and their employees who are not eligible for OSCPA membership. Members of other state CPA societies are also eligible for member rates.

After adding the course(s) to your cart, click "Apply Discounts" and select either "This person is an uncertified staff of an OSCPA member" or "This person is a member of another state CPA society."


Administrator Note: If you are registering individuals from your firm/business to attend this in-person event you have two registrations options:

  1. Via online registration: prior to completing this registration, you must confirm with each individual that they have read and agree to the COVID-19 Assumption of Risk, Waiver, and Release. Or, 
  2. Call OSCPA: at 503-641-7200 / 800-255-1470, ext. 3 to register your staff. Following registration, OSCPA will send an email to each registered individual with a link to the COVID-19 Assumption of Risk, Waiver, and Release.

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

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)

Sherri McPherson

Sherri McPherson, IOM, CAE, is President/CEO of the Oregon Society of Certified Public Accountants.

As chief staff of OSCPA, and its membership of approximately 4,300 members, McPherson works with volunteers, professional staff and various stakeholders to represent, support, advocate and enthusiastically advance the Accounting profession. The Society's membership represents five generations, comprised of CPAs, prospective CPAs, prior CPAs, retired and life members, students, and beyond, in all phases of their diverse careers. OSCPA represents members located in Oregon, the Northwest, nationally and internationally as well as Oregon CPA firms. 

She joined the Society in 1981 and has held the position of President/CEO since 2011. She held several prior positions with the Society, including Director, Continuing Professional Education, and Vice President, Professional Development from 1989 to 2011. 

McPherson is a member and former Board member of Certified Public Accountants Society Executives Association (CPA/SEA) where she serves on several committees. She is also a Past President of Oregon Society of Association Management (OSAM), and a member of the American Society of Association Executives (ASAE). McPherson has served in leadership and volunteer roles on a variety of national CPA Society projects and committees. She is a former member of the Forbes Nonprofit Council (2016-2019) and previously served in a variety of local volunteer roles with Boy Scouts.

(12/2/20)

John Mitchell

John Mitchell received his B.A. degree from Williams College and his M.S. and Ph.D. degrees from the University of Oregon. He is a fellow of the College of Arts and Sciences at the University of Oregon and a member of Phi Beta Kappa. He was a professor of economics at Boise State University for 13 years, before joining U.S. Bancorp in July of 1983. He was Chief Economist of U.S. Bancorp until July of 1998 and served as Economist Western Region for US Bank until July of 2007. He wrote US. Bancorp's regional publications including the Update, The Business Barometer, Northwest Portrait, and US Territorys and was a columnist for Oregon Business Magazine. He wrote Sterling Bank's economic newsletter from 2007 to 2012. He currently speaks to conventions and business groups around the nation. He was a business analyst for KPTV in Portland. He has been making economic presentations on the nation and the region for more than 47 years.

John was a member of the Western Blue Chip Forecast Panel, the ABA's Panel of Economists and is a Trustee of the Aquila Tax Free Trust of Oregon, and a Board member of Northwest Bank. John was Chairman of the Oregon Council of Economic Advisors from 1992 to 1998 and a member from 1984 to 1998. He was Chairman of Governor Kitzhaber's Tax Review Technical Advisory Committee.

John and his wife, Carol, live in Coeur d' Alene, Idaho. He enjoys biking, railroading, sea kayaking, and his granddaughters.

(11/19/20)

Nicole Palmateer Hazelbaker

Nicole

Nicole Palmateer Hazelbaker is a strategic communications expert with experience in government affairs, fundraising, campaign management and public relations. Nicole founded Bravio Communications in 2005 and serves a diverse client base in the pharmaceutical, social, and human services, public safety, technology, financial and corporate interests.

Prior to establishing Bravio Communications, Nicole served in various development and government relations roles with high profile national non-profits. She achieved a national presence for an at-risk youth mentoring program and revitalized local affiliates of a breast cancer advocacy group. She has managed government relations efforts, built comprehensive communications campaigns to raise brand awareness, crafted fund development campaigns and implemented legislative plans to build coalitions and secure funding. Bravio Communications is one of the only minority owned lobbying firms in Oregon and is a certified Oregon Minority & Women Owned Business Enterprise.

Nicole is known for her solid legislative relationships at the local, national, and federal levels. Whether the work demands passage or defeat of bills, appropriations, or coalition building, she advances her clients' agendas efficiently and effectively.

Nicole holds a Master of Business Administration with an emphasis in Public Relations and Communications from George Fox University as well as a Master's in Political Science from the George Washington University. Nicole, an adopted orphan from Latin America, is the sixth generation of her family to graduate from rural Elkton High School and remains active in the communities of Elkton and Salem Oregon, where she currently resides.  

(3/9/22)

Martin Pittioni

Mr. Pittioni received his bachelors degree in Political Science from Portland State University, holds a masters degree in Business Administration from Heriot-Watt University in Edinburgh, Scotland and pursued doctoral coursework in Public Administration and Policy at Portland State University. Prior to joining the Oregon Board of Accountancy as its Executive Director in May 2022, he served for over four years as the Director of the Office of Health Professions at the State of Washington Department of Health, and previously served as Executive Director for the Oregon Board of Accountancy from 2012 to 2017. In addition, Mr. Pittioni has held a variety of other leadership roles regulating professions, and has served on multiple NASBA committees.

(9/20/22)

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.

(10/2/19)