Fall 2018 Conference Speakers

Dr. Alan Campbell

Dr. Campbell is a Counseling Psychologist, who has been practicing for the past 30 years. He is also Director of Family Business Resources, consulting with business owners in relation to effective management techniques and business succession planning. Also, he consults to businesses on how to use emotional intelligence to create more sustainable cultures and better relationships.

Dr. Campbell has developed a proprietary recipe for peanut brittle which he is convinced will be his retirement plan, much to the dismay of his financial planner! He admits to being an “occasional bad decision maker” and plays a surprising amount of bad golf despite being a 6 handicap. He plays in a 60’s rock band, has been known to look for his phone while talking on it, and sat next to Alice Cooper on a plane. In short, Dr. Campbell is thoroughly human with an expertise in Emotional Intelligence and its role in relationships… He is currently writing a book on the subject.

Alan Marcum 

R. Alan Marcum, 51, was elected to the position of Executive Vice President Administration in 2008. Marcum has been with Devon since 1995, and most recently held the position of vice president and controller. Marcum is responsible for office administration, information technology, project management and records management. Prior to joining Devon, Marcum was employed by KPMG Peat Marwick (now KPMG LLP) as a senior auditor. He holds a Bachelor of Science degree from East Central University, majoring in accounting and finance. Marcum is a Certified Public Accountant and a member of the Oklahoma State Society of Certified Public Accountants.

CYBERSECURITY: FROM THE BOARDROOM TO THE EMPLOYEE

Learn how companies Board of Directors are analyzing the risk of cybersecurity and its potential impact to the company.  Learn how employee behavior, training techniques can mitigate the risk of attacks.

PROJECT MANAGEMENT

Great prioritization and governance leads to successful execution of projects.  What pitifalls to look for and when is the right time to “raise the white flag”.

Andy Jones

As a member of the Advisory Services team, Andy works between the company’s integrated solutions and client development teams to identify, develop, and deploy and client solutions for clients throughout the Eastern US.  With deep process and enabling technologies experience, Andy  was invited to join RGP’s Robotic Process Automation (RPA) core team in mid-2017.

Prior to RGP, Andy was Executive Vice President a specialized global freight forwarder. In this role, Andy was responsible for the company’s sales and marketing functions, its compliance processes, the firm’s ISO 9001 quality management system, as well as the company’s international, logistics/distribution, project logistics, and truckload operations.

Andy served in a variety of roles in his 14 years at UPS, including Vice President, Government & Defense Sector, where he oversaw a team responsible for $620M in annual revenue – the company’s fastest growing sector.  At UPS Supply Chain Solutions, Andy and his team developed go-to-market strategies for UPS’ non-parcel operations.  Andy played an instrumental role in the development of UPS’ strategic accounts group, and helped the company launch and develop two subsidiaries, including a consulting firm.

As a systems engineer for Westinghouse, Andy was responsible for integrating the airborne radar system on the B-1B and F-16 at the US Air Force flight test center.

 

Angela Morelock

 

Angela has more than 20 years of experience and leads BKD’s forensic accounting and investigations team, providing fraud investigation and prevention, complex litigation support and forensic accounting services for a variety of business clients.  She regularly provides consulting and expert witness assistance to attorneys in a variety of litigation matters.  Angela and her team have investigated some of the largest fraud cases in the United States.  Her clients include the FBI, U.S. Department of Justice and the U.S. Attorney’s Office.

An avid public speaker, Angela is a frequent lecturer at national conferences and other business group meetings.  Her educational sessions on white-collar crime receive high audience ratings.  In 2008, Angela was chosen by Midwest CEO Magazine as one of the area’s “Most Influential Women.”  In 2009, Angela was chosen by the Springfield Business Journal as one of the area’s “20 Most Influential Women.”

CROSSING THE ETHICAL BOUNDARY

BKD Forensics Partner Angela Morelock will focus on examples of individuals that have crossed the ethical boundary, ethical issues observed in fraud investigations and decision making in ethical dilemmas. This session will share examples of ethical dilemmas from actual financial Statement fraud cases Angela has investigated and discuss potential risk areas for fraud where ethical decision making is compromised.

THE SAGA CONTINUES

The face of fraud is always changing, and new issues and schemes seem to come to light every year. Angela Morelock, will explore recent trends and highlight some recent cases we have helped to investigate. This session will provide an update on the cases and schemes BKD’s forensics practice have been working on lately and the possible lessons others can learn from these examples. Fraud can wreak havoc on organization financial performance and undermine business objectives. No business is immune from the risks associated with fraud, and education is the key to prevention. Angela Morelock, a partner with BKD, LLP will also share her insights into the world of financial statement fraud based on her experience investigating these cases.

 

Beth Goolsbay

Elizabeth has 30+ years of experience leading software development and implementation projects, managing IT project teams in both small and large energy companies, and facilitating change across organizations. Having earned her M.A. in Organizational Dynamics, her primary focus in every endeavor is to help people work better together, recognizing that the combined and effective efforts of ordinary people can achieve extraordinary things. She is currently responsible for the newly formed Enterprise Project and Process Enablement team within ONEOK’s Information Technology department. 

Getting Out of the Valley - Navigating Change When Change is Hard 

Some people naturally handle change with ease. The rest of us can struggle, especially when the change is significant enough that our daily lives at work or home are disrupted by it. With technology changing at an ever-increasing rate, these kinds of changes are becoming more and more common. This interactive presentation will offer some tips on handling change with more grace and, perhaps, equip us to help others navigate it successfully, as well.

 

Beth Ziesenis

Meet Your New Nerdy Best Friend...

Beth Ziesenis. Author. Speaker. Nerd. 

Although the only real trophy she ever won was for making perfect French fries at McDonald's in high school, Beth Z has been featured on Best Speaker lists by Meetings & Conventions magazine and MeetingsNet.

Since her first Commodore 64 computer, Beth has made a verb out of the word nerd. She helps computer users all over the country filter through thousands of apps, gadgets, widgets and doodads to find the perfect free and bargain technology tools for business and personal use through presentations and her books, including the latest title, The Big Book of Apps.

A DAY IN THE LIFE OF A NERDY IMA PROFESSIONAL

So many apps...so little time. How can you put the technology at your fingertips together to make your life easier at work and home? This fast-moving, laugh-filled session takes you hour by hour through the day in the life of a tech-savvy professional. You'll learn how a  professional nerd solves a security crisis before 10am, learns to make more of a lunch hour with a set of virtual hands, saves money on software before the staff meeting and brings the team together online before the day is done.
• Understand how technology fits into every part of your day
• Learn about technology systems that streamline projects and tasks
• Get a vision for how the technology in your toolbox can work together

YOUR VIRTUAL STAFF: BUILDING A TEAM WITH AI

Sometimes we feel like we need a clone to help us carry out everything we have to do for our organization. Today's cutting-edge technology can act as your virtual staff, handling tasks and challenges that overwhelm your to-do lists. This session Introduces you to awe-inspiring but affordable tools that organize your tasks, set your appointments, make your travel plans, find time for your workouts, manage your personal budget and much, much more.

 

Byron Corwin

Byron is an Audit partner with KPMG and is the Office Managing Partner for Oklahoma. Byron has been with KPMG for more than 29 years and has been a partner since 2003. While at KPMG, he has provided audit and audit-related services to a variety of industry segments including healthcare, consumer markets, manufacturing, energy, insurance and tribal government.

ACCOUNTING AND FINANCIAL REPORTING UPDATE

Gain an understanding of recently issued accounting standards updates and their impact on accounting and financial reporting. 

Chad Wilkerson

Chad Wilkerson is Branch Executive of the Kansas City Fed’s Oklahoma City Branch office. In this role, he serves as the Bank’s lead officer and regional economist in the state of Oklahoma. Wilkerson is responsible for recruiting and working with the branch’s board of directors and for briefing the Kansas City Fed’s president – a member of the Federal Open Market Committee – on economic activity in the state. His research focuses on trends in the energy and manufacturing sectors of the Tenth Federal Reserve District, and he also supervises several business surveys for the Kansas City Fed.

Wilkerson has been with the Federal Reserve since 1998. He was appointed Oklahoma City Branch Executive in January 2006. He holds a master’s degree from the University of Chicago, a bachelor’s degree from William Jewell College, and studied abroad for a year at Oxford University in England.

Wilkerson serves on the advisory board of trustees of the United Way of Central
Oklahoma and is a member of the Economic Club of Oklahoma and National Association of Business Economists. He lives in Edmond, Oklahoma, with his wife and four children.

US AND OKLAHOMA ECONOMIC OUTLOOK                             

Mr. Wilkerson will speak on the structure and function of the Federal Reserve. He will review the first and second quarter results for the US Economy and Monetary Policy. He will explain the effects of US tariffs on our imports and corresponding tariffs on US exports. Also discussed will be the economic trends in Oklahoma including employment, state tax revenue, state banking conditions, regional factory activity, agricultural output, and the state's oil and gas economy. 

 

Jamie Brummett

Jamie graduated from the United States Military Academy, West Point with her degree in Civil Engineering and spent five years active duty with the United States Army. Following her time in the military she began working for a large private employer in Joplin, MO with 17 locations throughout the country as the Corporate Benefits Administrator and Assistant Human Resources Director. She managed all employee benefits including health, dental vision, life, and disability insurance and the retirement plans. After several years she joined Anthem Blue Cross Blue Shield as their Southwest Missouri large group sales executive. In 2011 Jamie transitioned to her current position as a broker/benefit consultant. At Barker, Phillips, Jackson she assists clients in designing comprehensive benefits packages as well as navigating the challenges of Health Care Reform and the ever changing compliance landscape. Jamie received her Professional in Human Resources (PHR) designation in 2011 and speaks at many professional events on the topics of Health Care Reform and Compliance. 

REMAINING COMPLIANT WITH EMPLOYEE BENEFIT REGULATIONS

All employers who offer employee benefits are required to comply with various federal laws and regulations. Employers want to offer benefits that are competitive and attract and retain quality employees. However, the world of offering employee benefits is more complex with regulations than many would imagine. In this seminar Jamie will cover compliance with the Affordable Care Act for small and large employers, how to remain compliant with ERISA, GINA, and DOL requirements, and the latest industry trends in employee benefit packages. 

Jennifer Brandt

Jennifer is a Principal with Stinnett & Associates. Based in Denver, Colorado, Jennifer has over 20 years of experience in Information Technology and is involved with numerous aspects of clients’ IT risk management. Since joining the Firm in 2005, Jennifer has played a key role in leading client engagement teams, training and mentoring staff, developing firm strategy, and leading internal firm initiatives.

Jennifer’s internal audit and consulting work performed at Stinnett has included Business Continuity Planning and Disaster Recovery Planning development projects and reviews; IT Risk Assessments; reviews of IT system development and implementation projects; IT process documentation and gap analysis; development of IT internal policies and procedures; Sarbanes-Oxley controls documentation and testing; HIPAA Security Rule and Privacy Rule reviews; SCADA system security and stability reviews; and FERC Standards of Conduct IT compliance
assessments. Jennifer has also performed reviews of IT General Controls, Change Management, Software Licensing Compliance, and IT Asset Management.

Prior to joining Stinnett, Jennifer held various Information Technology positions with The Williams Companies and IBM, including IT security compliance, IT project management, and IT systems technical support.

Jennifer has spoken at professional organizations like the Institute of Internal Auditors, Information Systems Audit Jennifer has spoken at professional organizations like the Institute of Internal Auditors (IIA), Information Systems Audit and Control Association (ISACA), Association of Certified Fraud Examiners (ACFE), and Oklahoma Society of CPAs. She holds a Bachelor of Science degree in Business Administration with majors in Management Information Systems and Marketing from the University of Tulsa. She is also an Associate Business Continuity Professional and a Certified Information Systems Auditor.

 

Dr. Kevin Elko


Kevin Elko received his Bachelors Degree in Biology, Education, and Coaching from California University of Pennsylvania where he later received the Alumni Professional Achievement Award in 2000. He then went on to West Virginia University where he received two Masters and a Doctorate and was later inducted into the West Virginia University Hall of Fame.

He went on to intern at the US Olympic Committee in Colorado Springs. In Sports he has consulted for a number of college, NFL, and NHL teams. Currently, Elko is working with the University of Georgia Bulldogs, The National Champion University of Alabama Crimson Tide, and the Super Bowl Champion Philadelphia Eagles.

His corporate clients have included ING, Tyson Foods, Abbott Labs, LPL Financial, The Hartford, Genworth, Jackson National Life, Pioneer Investments, Morgan Stanley, Bank of America, Merrill Lynch, and Sun Life just to mention a few. 

He has six books published: Nerves of Steel, The Pep Talk, True Greatness, Touchdown - Achieving Success, The Sender and The Sender Companion Journal

NERVES OF STEEL

This program address life-changing concepts by explaining the step-by-step process necessary to guide you. Dr. Elko teaches you how to be mentally tough when times call for it and how to stay focused on the things that are truly important. 

Lynette Lewis 

 

Lynette’s eclectic career journey has taken her from PR and fundraising at a major university to the senior marketing leader for the National Women’s Initiative at Deloitte & Touche in New York City. She worked with some of the Firm’s largest client teams including GE, Pfizer, and Johnson & Johnson.

She is active as a mentor and instructor for the George W. Bush Presidential Center Women’s Initiative, focused on empowering women in the Middle East. Her professional accomplishments and relatable style bring her to audiences ranging from corporate boards to arenas of thousands, on topics including, “The Power of Purpose–Knowing and Loving What You Are Really Meant to Do”, “Building Your Personal Brand and Eminence,” and more. She is a TEDx speaker, and one of John Maxwell’s Maximum Impact Speakers.

Lynette believes in dreaming big but faces day-to-day realities of life head-on.  She offers strategies on how to get to your dreams, and what it takes to get from the vision through the journey to actual fulfillment.  This applies to the quest for professional fulfillment, as well as personal and relational fulfillment. Lynette’s commitment to the community is evident through service on numerous boards as president and in other roles that have earned her local and national awards and recognition. A graduate of Oral Roberts University, she has served for many years on its Board of Trustees.

THE POWER OF PURPOSE

In this keynote session attendees will learn about the most dominant question of the human heart, and how the answer to the question — personal purpose, can become a powerful guide and compass to experiencing deeper meaning and fulfillment through their work and relationships. Based on her years of work in this area of purpose, Lynette will share practical tools for knowing your purpose, then aligning it with the job you have now. She will share practical tools on how leaders can incorporate Purpose into daily routines, resulting in more dynamic and motivated teams.

BUILDING PERSONAL BRAND AND EMINENCE

In this interactive workshop, attendees will learn a broader definition of “personal brand” and understand how to practically leverage their years of experience and unique attributes for more meaningful and effective impact, as an individual, an employee, family member, and more.

 

Marci McCloskey

Marci is a Manager with Stinnett & Associates and is based in Oklahoma City. She has over seven years of IT experience, focusing on internal audit and security.

Prior to joining Stinnett, Marci was a Security Manager with the State of Oklahoma Office of Management and Enterprise Services. She was instrumental in developing the State of Oklahoma Security Operations Center and related Guidelines and Procedures Manual. Marci managed several high profile security application roll-outs and served as a security speaker for statewide conferences. She also built and fostered relationships across state agencies to develop security strategies. 

Marci’s work at Stinnett has included Sarbanes-Oxley documentation and testing; IT Risk Assessments; IT process documentation and gap analysis; development of IT internal policies and procedures; Business Continuity and Disaster Recovery documentation and reviews; IT Cyber Security Assessments; IT FERC compliance assessments, and outsourced IT Service Provider reviews. Marci has also performed reviews of IT Change Management, User Provisioning Processes, and IT System Implementations. She has been responsible for scoping, planning, and executing various audit projects across multiple large and small, public and private clients.

Marci holds a Bachelor of Business Administration degree in Management Information Systems and a Bachelor of Arts degree in Criminology from the University of Oklahoma. She also holds a Master of Science degree in Digital Forensics from the University of Central Oklahoma. Marci is a Certified Information Systems Auditor and an Associate Business Continuity  Professional. She is a member of ISACA, Women’s Energy Network, and the Institute of Internal Auditors.

Rena Cook

Rena Cook, speaker, trainer, coach and author, is the founder of Vocal Authority, a training consultancy serving corporate clients – management accountants, sales personnel, politicians, attorneys - who want to use their voice in more commanding and authentic ways.  Her book Empower your Voice: Women in Business, Politics and Life is now available. Her work with the “Expressive Litigator” is currently being developed into a book. She holds an M.A. in Voice Studies from London’s Royal Central School of Speech and Drama, and an M.F.A. from OU. Rena is a Professor Emeritus at OU where she taught voice, speech and dialects in the School of Drama. Her secret pastime is voicing video game characters. 

Rob Kucik

In his role as Director of Advisory Services, Rob supports clients in identifying scoping initiatives that will support achievement of clients’ critical objectives in Operations Excellence, Data Management, Business Process Improvement and Automation.

Prior to joining RGP, Rob had built over 10 years Management Consulting experience leading Operational Excellence, Organizational Effectiveness and Business Performance Management engagements. Within the Global Supply Chain function of an $11 billion OEM of mid/heavy duty trucks and engines, Rob led continuous improvement projects in Master Data Management, Packaging/Containerization, Inventory Accuracy, Lean Warehousing & Inventory Optimization and oversaw the revitalization and rollout of the client’s Supplier Compliance Program.

Rob has held roles of increasing responsibility at Proudfoot and Celerant Consulting. During this time, Rob led Lean Manufacturing & Organizational Development projects that brought his clients millions of dollars of savings to the bottom line. Rob provided service in a wide variety of industries including: Oil & Gas, Process Chemical, Food & Beverage Manufacturing, Consumer Goods Distribution and Automotive Tier 1 & OEM.

Shane Randolph

As a Managing Director at Opportune, Shane assists companies and financial institutions throughout North America, South America, Europe, and Asia-Pacific in their understanding of what is possible as they deal with the challenges of implementing risk management programs and highly technical accounting pronouncements. He assists clients with Commodity and Financial Risk Management, Hedge Execution Advisory, Derivative Valuation and Hedge Accounting (IFRS and US GAAP), Share-based Compensation Accounting and Valuation, and Complex Securities Valuation and Reporting.  He has worked with over 100 of the Fortune 500 and currently assists clients representing a $16 Billion derivatives portfolio.

Shane has become a subject matter enthusiast of blockchain and distributed ledger technology over the past 5 years. The potential for the technology to drastically reshape the way we transact globally led Shane to dive deep into the topic. As a result, he has been widely published and quoted in leading industry publications in the US and Asia-Pacific. He is a frequent presenter on the topic and is passionate to help people understand the technology, its potential, and its limitations.

He has undergraduate and graduate degrees in accounting from Oklahoma State University.  He is also a member of the American Institute of Certified Public Accountants and holds a Series 3 securities license.

BLOCKCHAIN TECHNOLOGY - THE HYPE AND HOPE 

Blockchain and Distributed Ledger Technology has the hype and the hope to drastically change the way we transact globally.  This technology has the potential to reshape accounting and reporting, supply chains, trade finance, logistics, and most treasury operations.  This presentation will provide an overview of the technology and explore its potential.  We will review current projects being implemented and beta tested.  These intial projects will be discussed as the platform for transformational industry changes expected over the next decade. 

Tim Buford

Tim is a Houston based partner in PricewaterhouseCoopers where he leads the Private Company Services tax practice.  He has more than 20 years of experience including significant experience serving multinational companies in the public and private space.  Tim has managed and performed tax and advisory services in the areas of accounting for income tax, international tax, research and development credits, and mergers and acquisitions.  

Tim has been a frequent speaker on the topic of accounting for income taxes for organizations such as the Tax Executives Institute, American Petroleum Institute, and the Council for International Tax Education.  He has also taught training courses on topics such as ASC 740, international tax, consolidated tax returns, and various other issues.

Tim has been published in the Tax Adviser magazine and quoted in publications such as the North America Oil & Gas Monitor.  

TAX REFORM: WHAT YOU NEED TO KNOW NOW

Tim will review the latest guidance and clarifications around tax reform, state reactions to federal legislation, and opportunities and risks - action items before year end.