contents
Members share the got from trusted
CPAFOCUS 6
FOCUS
Between schools and parents, the answer is fairly simple.
8 Instilling a moral compass is best done early.
10 Transform from bean counter to business partner. (Self- Study CPE)
18
Some lenders trap college students—and their families—in no-win situations.
CPAFOCUS
FOCUS 4 Learning is a lifelong pursuit. 12 Have compassion for others.
14 There’s a method to the madness.
16 The concept as currently envisioned will morph based on feedback and pilot participants, and as technology evolves.
20 Need Action
Younger CPAs will need to take initiative when honing their professional skills.
22 These open letters to new CPAs and their bosses offer to build a bridge.
CPAFOCUS President
Managing Editor Amy L. Welch, APR, CAE Layout/Design Alisha Loper
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.
Contributing Writers: Jennifer Briggs, CAE Michael A. Crawford, CPA Toni A. Griffey, CPA Todd McGee Carla R. Meyer, CPA Michael Miller, CPA Lynn M. Petrovich, CPA Dr. Katherene P. Terrell, CPA Dr. Robert L. Terrell, CPA, CIA, CFE Dr. Edward R. Walker, CPA, CMA, CIA
CPAFOCUS Editorial Board Members: John E. Curzon, CPA/ABV, CVA, CM&AA, Chair Lisa M. Anderson, CPA/ABV, CDFA Kevin Garrett, CPA Amber Jones, CPA Tamara D. Sponburg, CPA Dr. Katherene P. Terrell, CPA Jimmy J. Williams, CPA/PFS
24 Learn who made the news, who got promoted and who gets kudos, and welcome new members.
28 CPE
Gear up your CPE season with May and June seminars and conferences.
Dana Curtis Milligan, CPA, CFE, CGMA Executive Director Daryl J. Hill, CAE
CPAFOCUS (USPS 018-768) is published six times per year by the Oklahoma Society of CPAs, 1900 NW Expy, Ste. 910, Oklahoma City, OK 73118-1898. Periodicals postage paid at Oklahoma City, OK., and additional mailing offices. POSTMASTER: Send address changes to CPAFOCUS, 1900 NW Expy, Ste. 910, Oklahoma City, OK 73118-1898.
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
awelch@oscpa.com.
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