FOCUS

also announced the promotion of Brett Jensen, CPA, to senior associate II in Tulsa, Okla. Jensen has been a member for two years. Paul Muret, CPA, was

 We sincerely regret the loss of the following members and extend deepest sympathy to their families and friends.

Michael P. Bellamy; Tulsa, Okla., member since March 13, 1991.

Charlie R. Puckett, CPA; Hot Springs Village, Ark., member since March 25, 1977.

Te OSCPA gratefully accepts donations to the Educational Foundation in memory of loved ones. To donate, please send your donation, along with the name of the person for whom you are making a donation, to the OSCPA Educational Foundation, 1900 NW Expressway, Ste. 910, Oklahoma City,

OK, 73118.

 Governor Mary Fallin asked

Roger Gaddis, CPA, CFP®, to serve a second term as a trustee on the board of the Oklahoma Teachers Retirement System (OTRS), the state pension

system with more than $14 billion in assets managed for more than 157,000 active and retired teachers in Oklahoma. Gaddis, a financial consultant with Gaddis & Gaddis Wealth Management in Ada, Okla., has been a member for 26 years. He served as a chapter president for the OSCPA South Central Chapter and received the OSCPA’s Outstanding CPA in Financial Planning Award in 2014.

BKD, LLP announced Peter Yiannikouros, CPA, joined the firm’s Tulsa, Okla., office as a health care senior consultant. Yiannikouros is a new OSCPA member. Also, Pamela Lindsey, CPA, CGFM, CGMA, joined the firm’s Oklahoma City, Okla., office as a nonprofit and government manager. A member for 14 years, Lindsey previously

served on the OSCPA’s Governmental Accounting & Auditing Committee. BKD

24 CPAFOCUS May/June 2015

featured on KOTV and KWTV (CBS affiliates) in Tulsa and Oklahoma City in an interview regarding the Affordable Care Act and filing taxes. Muret is the managing member of Muret

CPA, PLLC in Tulsa, Okla, A member for 14 years, Muret has served as a chapter president for the OSCPA Tulsa Chapter and has served on the OSCPA’s Peer Review Committee. Additionally, Muret is a 2010 OSCPA Trailblazer.

CCK Strategies in Tulsa,

Okla., hired Marcus Huck, CPA, CFE, CVA, as manager of Auditing and Forensic Accounting. A member for eight years, Huck is a 2014 OSCPA Trailblazer. Fred Imel, CPA, delivered

a repeat financial planning presentation for artists in the Oklahoma Visual Arts Coalition

in Ponca City, Okla., in March. He is the president of James F. Imel, PC in Yukon, Okla. A member for 36 years, Imel has served on the OSCPA’s Public Relations Committee for eight years and often volunteers for media interviews.

Janice Lisko, CPA,

CGMA, was recently elected vice president of finance of the Pi Beta Phi Foundation headquartered in St. Louis, Mo. A member for 34 years, Lisko is retired in Oklahoma City, Okla. Joshua Jenson, CPA, managing partner of Joshua Jenson, CPA, PC & Associates in Edmond, Okla., appeared

on Te McCarville Report on the radio in Oklahoma City to discuss tax deduction rules for political contributions. A member for 18 years, Jenson has served on the OSCPA’s Accounting Careers, Banking and Other Financial Institutions, Government Relations, Public Relations, Personal Financial Planning and Business Valuation/Forensic & Litigation Support Committees.

Te OSCPA Tulsa Chapter’s first class

of the Nonprofit Board Training Program (pictured above) was completed in January. Te class covered a wide range of topics including becoming a board member, conducting efficient meetings, analyzing and asking questions about financial statements and executive director expectations from a board. Te various topics were presented by a variety of speakers including several local CPAs and nonprofit executive directors. Te program received favorable feedback from participants and instructors. Te next program will begin in June and applications are being accepted. Please contact Carla Meyer at cmeyer@eidebailly.com for additional information.

Te Journal Record featured

Justin Halpern, CPA, in a piece about the VITA program offered at Northeastern State University in Broken Arrow, Okla. Halpern, a professor of accounting at

NSU-Broken Arrow, has been a member for 17 years.

Chad Moore, CPA, a

partner with BKD, LLP in Oklahoma City, joined the Finance Committee of ReMerge of Oklahoma County. ReMerge is a nonprofit designed to help

transform pregnant women and mothers facing incarceration into productive citizens. A member for 11 years, Moore is a 2013 OSCPA Trailblazer.

Te Daily Beast featured

Reece B. Morrel, Jr., CPA, JD, in a story about gamblers scheming the IRS by purchasing losing lottery tickets. A member for 26 years, Morrel is a tax

attorney with Morrel & Morrel, PC in Tulsa, Okla. He is the recipient of the 2012 OSCPA Silver Pen Award.

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