Please join us for our May CPE luncheon - in person or online - as we welcome
Greg D. Jones, ChFC®, CLU®!
Pre-registration is required, reserve your spot today! 

Please note our new venue, OSU-Tulsa North Hall, Room 140. Map and parking directions included below.

• Presenter: Greg Jones

• Topic: Make a Positive Impact, Build Your CPA Brand, and Build Your Networking by Serving on a Not-for-Profit Board

• Program Description: An exploration of how to simplify discussion and leverage diversity of people, opinions, knowledge, and intentions while serving on a not-for-profit board.

• Format: Live Group In Person and Online

• CPE Credit: 1 hour

• Field of Study: IGA

• Program Knowledge Level: Basic

• Prerequisites: None

• Learning Objectives:

  • Understand the legal duties of a not-for-profit board
  • Understand the importance of generally accepted meeting practices
  • How to improve due care exercised by trustees on a not-for-profit board
    
    
    

• Speaker Bio: Greg Jones served as a trustee of TCOSCPA and hosted in-person and online CPE discussions, such as ethics, operational compliance issues surrounding 401(k) plans, basics of serving on non-profit boards, investment and economic updates, and scheduling of other CPE discussion leaders. The Tulsa Chapter of the Oklahoma Society of CPAs honored him as the recipient of the 2018 Distinguished CPA Award.  
  
  As a charitable endeavor, Greg’s ‘Robert's Rules Card Game©’ and other tools help simplify discussion and reduce the likelihood of unproductive, unintelligent, and in some cases, contentious not-for-profit board meetings. He seeks to leverage diversity of people, opinions, knowledge, and intentions by offering equal voice in meetings among other important dynamics. Greg also seeks to improve due care exercised by trustees and offer a path of reconciliation among meeting attendees who may fall on the side of the minority of an issue before the board.

• Refund Policy: Full refund by original method of payment if cancellation received by 4pm on the Friday preceding the event.

CPE Credits are based on a 50-minute hour. State boards of accounting have final authority on the acceptance of individual courses for CPE credit. Attendee accepts responsibility to determine if course meets acceptable guidelines set forth by their reporting authority. Complaints regarding any CPE presentation should be directed to [email protected].

In Person Meeting Informaton

Doors open at 11:15am
Presentation begins at Noon
Free parking is available, OSU-Tulsa recommends using Lot E and/or Lot D for easiest access to North Hall. Map included below.

Lunch Menu - Buffet Sandwiches and Salad from Jason's Deli 

Make sure to sign in at the registration table. CPE certificates will only be issued to attendees that have signed in. 
CPE certificates and an event evaluation will be issued via email within 48 hours after the event. 

If you are not feeling well on the day of the event, please let us know and you are welcome to switch to the Zoom presentation. 

Online Meeting Information

Zoom session will be open starting at 11:50am.
Presentation will begin at 12:00pm.

At least 4 polling questions will be launched via Zoom throughout the CPE session to track attendance and participation throughout the event. Participation is required for CPE certificates to be issued.

If you have any trouble with the Zoom poll questions, please let the Admin know in the Zoom chat or email your response to [email protected] for alternate attendance credit. CPE certificates and an event evaluation will be emailed within 48 hours after the event. 

Please make sure to sign in early to address any technical issues before the presentation begins.