CONTENTS


CPAFOCUS IS THE OFFICIAL PUBLICATION OF THE


OKLAHOMA SOCIETY OF CPAS vol. 23 • no. 4 July/August 2023 5201 N. Shartel Ave.


Oklahoma City, OK 73118-6026 (405) 841-3800 • (800) 522-8261 www.oscpa.com


Mission Statement: Te Oklahoma Society of Certified Public Accountants represents Oklahoma CPAs on a timely, responsive and creative basis, by promoting the public image and professionalism of CPAs; by protecting the interests and designation of CPAs; by providing member services, including quality education and opportunities for interaction; and by building and developing leadership skills among CPAs.


Managing Editor Mary Smith Chair


Vicky Petete, CPA President and CEO Blaine Peterson, CPA


CPAFOCUS EDITORIAL BOARD MEMBERS: Amber Jones, CPA, Chair Lisa M. Anderson, CPA/ABV, CDFA John E. Curzon, CPA/ABV, CVA, CM&AA Stephanie Keller, CPA Haley B. Legg, CPA Tamara D. Sponburg, CPA Jimmy J. Williams, CPA/PFS, CFP®


CONTRIBUTING WRITERS: Kellen Cowan Ross Roye, CPA


CPAFOCUS (USPS 018-768) is published bi- monthly by the Oklahoma Society of CPAs, 5201 N. Shartel Ave., Oklahoma City, OK 73118-6026. Periodicals postage paid at Oklahoma City, OK., and additional mailing offices. POSTMASTER: Send address changes to CPAFOCUS, 5201 N. Shartel Ave., Oklahoma City, OK 73118-6026.


Statements of fact and opinion are made by the authors alone and do not imply an opinion on the part of the OSCPA Board of Directors, members or editorial staff. Advertisements are not an endorsement by the OSCPA.


Send suggestions, contributions and advertising inquiries to the editor at the address above or by email at communications@oscpa.com.


CPAFOCUS (Print) ISSN 2380-3916 CPAFOCUS (Online) ISSN 2380-3924


CPAFOCUS FOCUS Features 2 Chair’s message


Vicky Petete, CPA, CGMA, gives her incoming remarks as OSCPA Chair and directs our focus to the CPA Pipeline.


4 Announcing the 2023 Trailblazers and Pathfinders:


OSCPA Trailblazers Lindsey Barbour, CPA Moriah Compton, CPA Taylor Dollens, CPA Rachel Domnick, CPA Holly Liu, CPA Raylen Lyles, CPA Sara Mays, CPA


OSCPA Pathfinders Dorothy Carson, CPA


Eric Kunkel, CPA, ABV, CVA, CGMA


14 The path to


quality management: Risk assessment


Learn more about the steps every firm with an accounting or audit practice will have to take to properly assess quality risks.


16 OSCPA CPE self-study


Earn one hour of recommended CPE credit when you read the article, “What could digital IT transformation do for your business?”


20 OSCPA CPE


Register for some of OSCPA’s biggest conferences of the year! Plus, find out what you’ve been missing and what’s coming up with OSCPA CPE.


26 OSCPA news


We welcome our newest members to the OSCPA and to the profession, as well as celebrate the new CPAs honored at the OAB’s New CPA Ceremony on May 20.


GO GREEN!


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EMAIL communications@oscpa.com July/August 2023 CPAFOCUS 1

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