REGISTER TODAY FOR OUR FREE WEBINAR!
FRIDAY, OCT. 25, 2024
Join us for our annual CLE/CPE Webinar!
CYBERSECURITY, CRYPTOCURRENCY & WEALTH PRESERVATION
TRUST ISSUES FOR CPAS AND ATTORNEYS
8:30 a.m. – Welcome & Introduction of Speakers
9:00 a.m. – 9:50 a.m. – The Benefit of a Corporate Trustee Presented by: Paul Crocker, VP & Trust Officer, Vision Bank
9:50 a.m. – Break and Introduction of Shiny Mathew
10:00 a.m. – 10:50 a.m. - Role of AI in Accounting Presented by: Shiny Rachel Mathew, Co-Owner & Attorney, Polston Tax Resolution & Accounting Firm, Oklahoma
11:00 a.m. – 11:50 a.m. – Role of AI in Accounting Presented by: Shiny Rachel Mathew, Co-owner & Attorney, Polston Tax Resolution & Accounting Firm
11:50 p.m. – 12:30 p.m. – Lunch Break
12:30 - Introduction of Kara Vincent
12:35 p.m. – 1:25 p.m. – Considerations & Instruments for Effective Succession Planning or Steps for Ensuring Your Clients’ Companies Won’t Die When They Do Presented by: Kara Vincent, J.D., CPA/CFF/CGMA, CFE Attorney at Barber & Bartz Law firm in Tulsa, OK
1:25 p.m. – Break & Introduction of Preston Draper
1:35 p.m. – 2:30 p.m. – Division Order Do’s and Don’ts Presented By: Chuck Knutter, Attorney at Law, Chuck Knutter, PLLC, Oklahoma City, Oklahoma
1:35 p.m. – 2:30 p.m. – Let’s Get Ethical: Considering Hot Ethics Topics for 2024 By: Preston Draper, Attorney at Law, Ada, Oklahoma
Event Resources:
This course is approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission for six hours of CLE credit, including one hour of ethics.