The Oklahoma City Chapter of the OSCPA invites Tulsa Chapter members to attend this CPE webinar/in person luncheon at member rates.

Please see details below and click here for more information and registration!

Title of Program:  Understanding Trusts
Presentation Objectives:  As a result of participating in this activity, learners will be able to:

1. Understand the basic terminology of the Trust World
2. Provide a basic understanding of the management of trust assets
3. Review the allocation of disbursements during administration of trusts

Field of Study:   PA (Public Accounting) - Business Law
Prerequisites:    None
Program Level:  Basic
Advanced Prep: None

About Brian: Brian brings more than 20 years of expertise to MidFirst Private Wealth Management and specializes in working with high-net-worth families and foundations. Brian utilizes his legal background and experience to work assiduously for those who wish to build a lasting legacy for future generations. With a keen understanding borne of years of experience, he knows that every client is unique and takes the time to understand the specific goals and challenges of each family. Brian earned his bachelor's degree from the University of Oklahoma and his Juris Doctorate from the University of Tulsa. Committed to his community, Brian has served as president of the Oklahoma City Estate Planning Council, and as a member of the Probate Section of the Oklahoma Bar and Trinity Legal Services.

In-Person Registration cut off is Noon, Monday April 18, 2022.  Zoom Registration cut off is Noon, Wednesday, April 20, 2022.

Prepaid Members:  Reservations are still required for each event although payment has already been made.

This event will be held in-person and via Zoom Webinar.  At the registration you will be asked which option of attending.

Schedule and menu for in-person attendance at The Greens:
11:15 Doors open and Registration
11:30 Food is Served
11:57 Opening Remarks and Annual Membership Meeting
12:00 Speaker Presentation
12:50 Closing Remarks

Plated Lunch Menu:  Parmesan-Crusted Chicken Breast, Wedge Salad, Vegetable Medley, Roasted Fingerling Potatoes, Double Chocolate Brownie

Schedule for Zoom Webinar attendance:
11:50 Sound Check
11:57 Opening Remarks and Annual Membership Meeting
12:00 Speaker Presentation
12:50 Closing Remarks

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 the course meets acceptable guidelines set forth by their reporting authority. Complaints regarding any CPE presentation should be directed to [email protected].