Please join us for our CPE luncheon - in person or online - as we welcome Jeremy Jennings, CPA/ABV, Partner at CRI Advisors, LLC!

Pre-registration is required, reserve your spot today! 

• Presenter: Jeremy C. Jennings, CPA/ABV

• Topic: Business Valuation Hot Topics

• Format: In Person and Online Live Group

• CPE Credit: 1 hour

• Field of Study: Specialized Knowledge

• Program Knowledge Level: Basic

• Prerequisites: None

• Learning Objectives:

  • Gain a general understanding of business valuations including the process, information needed, and different methods
  • Understand when a business valuation may be needed
  • Learn about various business valuation hot topics 
    
    
    

• Speaker Bio: Jeremy specializes in business valuation services, catering to a diverse range of needs, including estate and gift tax compliance, transaction advisory, employee stock ownership plans, management planning, and litigation purposes. Beyond valuations, he extends his expertise to litigation support services, covering personal and business economic damages and other dispute-related analyses. Jeremy’s communication skills and client-centered approach set him apart, as clients appreciate his ability to translate complex valuation and litigation concepts into understandable terms, fostering trust and confidence.

• 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 11:30am
Presentation begins at Noon
Free parking is available, OSU-Tulsa recommends using Lot C and/or Lot D for easiest access to Main Hall. 
*NOTE* Tulsa Drillers will have a game this day, let the people at the gate know you are parking for an OSU Tulsa event, there should be no charge for your parking. 

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.