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
Find out more about our speakers
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.