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2024 CLE/CPE Webinar

Oil & Gas, Trusts, Ethics and Tax Review. 

REGISTER TODAY FOR OUR FREE WEBINAR!


FRIDAY, OCT. 25, 2024



Join us for our annual CLE/CPE Webinar! 

If you have questions please call (580) 436-8323 or (580) 436-8322.
Reserve your spot for this virtual webinar by Monday, Oct. 17!

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.