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Conference of Accountants

2026 Conference of Accountants

May 19-20, 2026
The University of Tulsa
Great Hall, Student Union

Dive into the future of accounting at the Conference of Accountants, hosted by The University of Tulsa’s Collins College of Business. Network with top accounting experts, engage with local business and community leaders, and impact future accounting students’ lives through our scholarship fund. Additionally, attendees can earn 13+ hours of CPE for CPA or other certification continuing education requirements.

 

 

About the Conference of Accountants

The Conference of Accountants evolved from a series of annual meetings beginning in 1947 by Professor Emeritus Paul J. Graber. The Collins College of Business at The University of Tulsa acts as host providing event management and facilities (as appropriate) for the event. Since 1950, the conference has been directed by a planning committee composed of representatives of the co-sponsoring professional organizations and by members of UTulsa’s School of Accounting and Business Information Systems. An advisory board, made up of area accounting professionals, provides counsel and assistance.

Conference of Accountants event graphicEach conference typically includes speakers drawn from organizations that impact accounting policy, including:

  • Securities and Exchange Commission
  • Federal Reserve Bank
  • Public Company Accounting Oversight Board
  • Financial Accounting Standards Board
  • American Institute of Certified Public Accountants
  • Institute of Management Accountants
  • Tax Executives Institute
  • Certified Fraud Examiners
  • Institute of Internal Auditors

Accounting speakers have also been provided by national and regional accounting firms such as PricewaterhouseCoopers, Ernst & Young, KPMG, Deloitte and Grant Thornton.

Leaders in the business community, representing both local and national companies have participated in our conference as keynote speakers. Past participants from the political arena have included the lieutenant governor, state treasurer, Tulsa mayor and state attorney general.

Many of our speakers have been recommended or provided by our planning committee members who represent the following sponsoring organizations for the conference:

  • Association of Certified Fraud Examiners
  • Financial Executives Institute
  • The Institute of Internal Auditors
  • Institute of Management Accountants
  • Tulsa Chapter, Oklahoma Society of CPAs
  • Tax Executives Institute

Proceeds from the conference are used to provide scholastic awards to promising undergraduate and graduate accounting students. Since 2004, the conference has awarded almost $330,000. Additionally, our attendees can earn up to 15 hours (planned) of CPE for CPA or other certification continuing education requirements. Please check back for CPE updates.

Program Knowledge Level: Basic | Prerequisites: None | Advance Preparation: None

Contact Us

Conference of Accountants
The University of Tulsa
800 S. Tucker Drive
Tulsa, OK 74104
918-631-2239

Email coa@utulsa.edu for more information.

 

2026 Conference Sponsors

system | one logo
Fuse3 Solutions logo. Conference of Accountants partner
  • 2026 Learning Objectives

    Learning Objectives

    • Identify key accounting complexities unique to tribal governments, describe how tribal sovereignty affects financial reporting, and explain federal funding compliance requirements applicable to tribes.
    • Identify current AI and automation tools in use in accounting workflows, evaluate opportunities to implement technology solutions in their own practice, and assess the impact of AI on efficiency and accuracy in financial reporting.
    • Explain how LLCs can be used in conjunction with irrevocable trusts, identify estate planning goals that benefit from a combined LLC/trust structure, and describe succession planning strategies using these vehicles.
    • Distinguish compilation engagements from other types of engagements, apply the requirements of SSARS AR-C 80, and identify when a compilation is the appropriate level of service for a client.
    • Trace the historical evolution of private equity as an asset class, explain how private equity is evaluated in a modern portfolio context, and identify emerging trends reshaping the industry including retail access and AI-driven transformation.
    • Describe how DOJ prosecutors evaluate corporate cooperation and disclosure, identify ethical responsibilities of accountants in compliance-related situations, and outline steps organizations can take to mitigate enforcement risk.
    • Identify key forces driving the energy transition, compare emerging and traditional energy sources and their economic implications, and evaluate potential scenarios for the future energy landscape.
    • Evaluate key features and differentiators among leading lease accounting SaaS platforms, identify lessons learned from first-generation ASC 842 and IFRS 16 implementations, and apply a framework for selecting or reassessing a lease accounting system.
    • Describe current economic development priorities for the Tulsa region, explain how tourism and economic development strategies are aligned, and identify key successes and initiatives underway in northeast Oklahoma, identify the Mayor’s strategic priorities for the city’s next decade, and recognize how local government initiatives may affect the regional business environment.
    • Summarize recently completed FASB projects and upcoming agenda items, identify SEC regulatory changes under current leadership, and assess the impact of these developments on financial reporting and disclosure.
    • Describe current macroeconomic conditions at the national level, identify key economic indicators specific to Oklahoma, and apply economic outlook insights to business planning and advisory services.
    • Explain how cryptocurrency transactions are tracked in financial crime investigations, identify features of blockchain technology that both complicate and facilitate forensic analysis, and recognize red flags of cryptocurrency-related financial crime.
    • Identify significant federal tax legislative changes from the past year, apply updated compliance requirements to common client scenarios, and implement relevant tax planning strategies in light of current law.
  • 2026 Conference Schedule

    May 19, 2026

    Start Time End Time Session Speaker(s) Presentation Title Presentation Description
    7:45 AM Registration
    8:15 AM 8:30 AM Opening Remarks
    8:30 AM 9:20 AM Session 1 Chay John

    Jestene Coats

    Accounting in Indian Country This presentation explores the intersection of tribal sovereignty, federal funding requirements, and the unique accounting complexities faced by the Choctaw Nation of Oklahoma
    9:20 AM 10:10 AM Session 2 Mary Hausman Using Technology in Accounting Move from concept to reality. How AI and other technologies are being used in accounting at Williams.
    10:10 AM 10:30 AM Break
    10:30 AM 11:45 AM Session 3 Kara Vincent Who’s on First? The Intersection Between LLCs and Trusts in Estate Planning This presentation informs the participant regarding how LLCs can be used in conjunction with their estate plan and irrevocable trusts to accomplish overall objectives of estate planning goals and succession planning
    11:45 AM 12:30 PM Lunch
    12:30 PM 1:20 PM Session 4 Calvin Rowland Compilation Engagements A practical discussion about applicability of financial statement compilations compared to alternative engagements followed by an up-to-date overview of the requirements under SSARS AR-C 80.
    1:20 PM 2:10 PM Session 5 Michael Christian

    David Ellis

    Barbarians at the Gate or Sentries at the Helm From the legendary leveraged buyouts of the 1980s to the trillion-dollar asset class reshaping global capital markets today, this presentation traces the full arc of private equity, its origins as a tool of corporate raiders, its maturation into a disciplined investment asset class, and its growing centrality in modern portfolio construction. Drawing on decades of market evolution, we examine how private equity has shed its barbarian reputation to become a cornerstone of modern portfolio theory, offering investors an illiquidity premium, diversification benefits, and outsized return potential. Along the way, we discuss practical applications of how private equity is evaluated, verticals that have evolved and explore the emerging trends redefining what it means to be a private equity investor in an era of rising rates, retail democratization, and AI-driven transformation.
    2:10 PM 2:30 PM Break
    2:30 PM 3:20 PM Session 6 Alamdar Hamdani

    Mona Rupani

    DOJ Insights and Enforcement Priorities Relevant to Accountants In this fireside chat, Mona Rupani will talk with former U.S. Attorney Alamdar Hamdani as he provides behind the scenes insight into how DOJ prosecutors evaluate corporate cooperation, disclosure, and decision making. Drawing on his DOJ experience and recent federal activity relevant to the energy sector, he will outline regulatory expectations and the ethical responsibilities that help companies strengthen compliance and mitigate emerging enforcement risks.
    3:20 PM 4:10 PM Session 7 Colby DeWeese The Future of Energy A discussion of the key drivers of the future of energy – sources, sinks, and possible transitions

    May 20, 2026

    Start Time End Time Session Speaker(s) Presentation Title Presentation Description
    7:45 AM Registration
    8:15 AM 8:30 AM Opening Remarks
    8:30 AM 9:20 AM Session 8 Bryan Sinclair

    Tim Tickle

    Lease Accounting Software: Market Evolution, Selection Considerations, and Lessons from the First Wave of ASC 842 / IFRS 16 Implementations Six years after adoption of ASC 842 and IFRS 16, many organizations are reassessing the lease accounting systems originally implemented to meet compliance deadlines. This interactive panel will explore how the lease technology market has evolved, key considerations when selecting a SaaS-based lease accounting and lease administration platform, and lessons learned from first-generation implementations using solutions such as CoStar Real Estate Manager, FinQuery, LeaseAccelerator, and LeaseHarbor.
    9:20 AM 10:10 AM Session 9 Justin McLaughlin

    Kim Wilmes

    Sarah Inboden

    Bridging the Divide: Integrating Accounting and Valuation for Business CombinationsHow the Tulsa Regional Chamber Advances Economic Development and Tourism Across Northeast Oklahoma This panel will explore economic development and tourism in the Tulsa Region, highlighting key successes and how these efforts are closely aligned.
    10:10 AM 10:30 AM Break
    10:30 AM 11:20 PM Session 10 Greg Faucette Regulatory Update This session will examine what has been happening in Norwalk, CT, as the FASB has completed most of is projects from its past agenda consultation and is beginning to work on projects from its more recent effort. We will also look briefly at what has been coming out of Washington, DC since the SEC has been “under new management.”
    11:20 PM 12:10 PM Session 11 Cortney Cowley U.S. and Oklahoma Economic Outlook An overview of the national and regional economy, along with specific indicators for Oklahoma and the U.S.
    12:10 PM 1:00 PM Lunch
    1:00 PM 2:15 PM Session 12 Tim Hunt Following the Digital Money: The Role of Cryptocurrency in Modern Financial Crime Investigations Cryptocurrency is being increasingly adopted for both legitimate and criminal transactions. This presentation will discuss some of the ways that cryptocurrency makes tracking these transactions more difficult, and in some ways easier.
    2:15 PM 2:40 PM Break
    2:40 PM 3:30 PM Session 13 Mayor Monroe Nichols State of the City: Winning the Next Decade Hear from Mayor Nichols on the current state of Tulsa and his vision on how we can win the next decade.
    3:30 PM 4:20 PM Session 14 Zahid Siddiqui Federal Tax Update Federal tax update, including legislative changes, compliance challenges, and tax planning strategies

  • 2026 Speakers

    2026 Conference Speaker Details

    Full Name Title/Position Organization
    Michael Christian, CFA, CAIA Founding Partner EverPar Advisors
    Jestene Coats Director, Governmental Accounting Choctaw Nation of Oklahoma
    Cortney Cowley Branch Executive and Assistant Vice President Federal Reserve Bank of Kansas City, Oklahoma City Branch
    Colby DeWeese Founder and CEO Tobe Energy
    David Ellis Founding Partner EverPar Advisors
    Greg Faucette Partner, Professional Standards Group – National Financial Reporting Leader – SEC Forvis Mazars
    Alamdar Hamdani Partner and Former US Attorney for the Southern District of Texas Bracewell LLP
    Mary Hausman VP Chief Accounting Officer Williams
    Timothy J. Hunt Technical Special Agent United States Secret Service/NCFI Lab
    Sarah Inboden Vice President, Experience & Events Tulsa Regional Tourism
    Chay John Director, Grant Services Choctaw Nation of Oklahoma
    Justin McLaughlin Executive Vice President & Chief Operating Officer Tulsa Regional Chamber
    Monroe Nichols Mayor City of Tulsa
    Calvin Rowland Assurance Service Area Lead Partner HoganTaylor LLP
    Mona Rupani Senior Manager EY
    Zahid Siddiqui Tax Director PwC
    Bryan Sinclair Vice President, Technical Accounting Leader RGP
    Tim Tickle Senior Director, Finance Transformations RGP
    Kara M. Vincent, CPA, CFE Attorney, Shareholder Barber & Bartz, P.C.
    Kim Wilmes Senior Vice President, Economic Development Tulsa Regional Chamber

  • Refund & Program Cancellation Policies

    Refund Policy

    If registration is canceled by May 5, a refund will be granted but subject to a $25 cancellation fee. Registrant will receive full refund minus $25 service fee. No refunds granted after May 6. Substitutions are permitted.

    For information regarding administrative policies or concerns, cancellations, registration substitutions and other inquiries, please contact coa@utulsa.edu or 918-631-2398.

    Program Cancellation Policy

    If the conference or any part of the conference is canceled, all registrants will be notified via email. If there is a speaker or program cancellation or substitution, the conference organizers will notify registrants by email, as well as the conference website.