It's time to celebrate with a Grand Re-Opening and Ribbon Cutting for Janet Fanning, MD, PC and Brook A Walling APRN-CNP.  Join us as we officially open their new clinic located on SW 89th Street!  Plan to stop by and check out her new office all while enjoying the networking.  There will be plenty of complimentary refreshments provided by Dr Fanning, Armstrong Bank, HTeaO and ITS---the Best! 

This will be held in conjunction with the combined Seriously Fun / Dream Team meeting and be part of their Summer Jigsaw Puzzle Contest.  There will be a drawing for a $25.00 gift card provided by Armstrong Bank at 4:15 pm.

It's time to celebrate with a Grand Re-Opening and Ribbon Cutting Celebration for HarborChase of South Oklahoma City. HarborChase of South Oklahoma City provides an engaging environment that fosters accomplishment within residents while supporting them with upscale amenities like housekeeping, dining, and transportation services. Start creating meaningful moments and help your loved one celebrate senior living today.

Plan to stop by for a tour of the new community, check out their services, and enjoy networking. Join us as we welcome them to the South Oklahoma City community.
 
Ribbon Cutting Sponsor: Oklahoma City Energy FC

You have a job to fill? Maybe you're a new business just getting started, maybe you need to find a replacement, or maybe you've created a new role to support your growing business. Where do you start? There's a lot that happens during the entire recruiting process; from job posting to hire; all while keeping the company's culture and employment law in mind. This webinar will discuss the tools and practices that can make the process go smoothly.

Learning Objectives:

• Outline what's involved in the recruiting process
• Review best practices
• Discuss tools and resources available

Presenter:
Lauri Dahlberg, PHR, SHRM-CP, Human Resources Consulting Manager | Eide Bailly
Lauri has more than 30 years of experience with human resources, providing services to clients within a variety of industries. She guides clients to develop best practices and processes for recruitment, on-boarding, performance management and compensation so that they can be successful with employee retention. Lauri also performs personnel file audits and develops policies and/or employee handbooks to assist clients with compliance on the HR side of their business. With a passion for helping others understand and navigate the various HR policies and requirements, Lauri can guide your people-practices to new heights.

CPE Information
CPE Credit: 1
Field of Study: Personnel/HR
Level of Knowledge: Overview
Delivery Method: Group-Internet Based

For many organizations, limited resources and endless demands can make it difficult to look beyond day-to-day operations. Yet, the regulatory and competitive landscape demands strong internal controls. This webinar will discuss the importance of an internal audit and how it will help your organization reduce risk and improve operational performance. In addition, we will explore the benefit of a performance audit, which is a unique technique used to evaluate the economy, efficiency and effectiveness of an organizations' operations. It helps management ensure strategic objectives are being met and/or if they can improve upon them.

Learning Objectives:

• Review how an internal audit can monitor the myriad of compliance requirements.
• Discuss the difference between co-sourcing and outsourcing your internal audit.
• Outline the difference activities and functional support an internal audit function can provide your organization.
• Outline the types of a performance audit.
• Review the benefit of a performance audit and when it makes sense to have one.

Presenters:
Audrey Donovan, CIA, CGAP, CRMA, Senior Manager | Eide Bailly
Audrey has other 20 years of experience in internal audit, performance/operational audit and financial consulting for both the public and private sectors and serves as the firmwide technical resource for internal and performance audit. Audrey also utilizes her vast experience in Risk Advisory Services to work closely with Eide Bailly’s Special Advisory and Risk Advisory Services, such as, fraud and forensic, information technology, and quality assurance review. Audrey has held roles in a consulting capacity such as Chief Audit Executive and Internal Audit Director. She was formerly with the City and County of Denver (CCD), Colorado as the Deputy Director for Audit Services, where she managed the City’s performance-based auditing, internal auditing, information technology audits, and conducted the annual citywide risk assessment.

Scott Sisel, CPA, Partner | Eide Bailly
Scott leads the firm’s Internal Audit services practice. He has served a variety of industries with a focus on the healthcare industry. More specifically, Scott has advised public and private healthcare organizations, including health systems, health insurers and accountable care and related organizations. He assists organizations in various industries on risk management, internal controls and audit, debt financing and equity transactions, operational improvement analysis, business restructuring and other regulatory and compliance matters. Scott's expertise also includes risk assessment, risk management, and the development of industry best control practices.

CPE Information
CPE Credit: 1
Field of Study: Auditing
Level of Knowledge: Update
Delivery Method: Group-Internet Based

If your company is investing in innovation and working to stay competitive through improved or new products or services, you could qualify for a Research and Development Tax Credit. Join us to learn more about qualifying activities, benefiting from the credit, our process for helping clients earn the credit and a few case studies of how clients have used the credit in the past.

Learning Objectives:

• Review qualifying R&D activities
• Outline benefits of the R&D tax credit
• Explore case studies of clients who have benefited from the R&D tax credit

Presenters:
Jim Donovan, CPA, Partner | Eide Bailly
Jim has 20 years of tax consulting experience primarily focused on tax credits for a variety of industries. He helps clients benefit from federal and state R&D tax incentives, which can include additional deductions and credits for activities many businesses simply consider a necessity to remain competitive in today's marketplace. He also provides assistance with IRS and state taxing authorities to support R&D credit claims and has written articles on tax incentives.

Joe Stoddard, CPA, Partner-In-Charge of R&D Tax Incentives | Eide Bailly
Joe has more than 20 years of tax consulting experience providing services to a variety of industries. He helps clients benefit from R&D tax incentives (including federal and state credits) and regularly works with the IRS and state taxing authorities to support R&D tax incentives claims. He is a sought-after R&D tax incentive resource, having written numerous articles and facilitated many presentations on the topic.

CPE Information
CPE Credit: 1
Field of Study: Taxes
Level of Knowledge: Overview
Delivery Method: Group-Internet Based

This webinar will discuss key developments in individual and business taxation over the last year. Learn about the current IRS areas of focus in examination and appeals that may be of interest to business owners. We will also briefly discuss the impact of the election on the IRS and potential upcoming tax legislation. In addition, we will explore updates and issues stemming from the COVID-19 outbreak and changes to IRS procedures, including limits on information requests and examination enforcement.

Learning Objectives:

• Discuss the impact of new partnership audit rules in the post-TEFRA era; opt-out or opt-in?
• Tax reform challenge and strategies: how is the IRS interpreting the latest strategies?
• Explore the current status of IRS exam resources; new LB&I campaign update.
• Review the process of an examination and the keys to presenting and protecting your evidence.
• Identify the issues commonly raised by the IRS, including reasonable compensation, large losses, material participation and related party transactions.
• Discuss the IRS Global High Wealth exam team that audits high wealth taxpayers.
• Explore new IRS rules regarding required disclosure of captive insurance.
• Review IRS issues involving Donor Advised Funds and IP Monetization.

Presenters:
Margarita Stone, J.D., LL.M., Senior Manager, Tax Controversy and Procedure | Eide Bailly
Margarita has more than 14 years of tax experience specializing in federal tax, controversy and procedure. She represents clients before the IRS and States in appeals, collection (installment agreements, offer in compromise, levies, and liens) penalty abatement, and audit reconsideration for controversies involving the areas of income tax, employment tax and other various tax matters. Margarita works to negotiate, mediate, and settle with the IRS and other taxing authorities to resolve clients’ tax matters.

Elyse Katz, CPA, Senior Manager | Eide Bailly
Elyse is a former Revenue Agent with the IRS and comes to us with 10 years of experience in IRS Controversy cases. She handled the entire range of income tax audits from large flow-through business entities, captive insurance, employment tax, and individuals for the IRS. She can provide an in-depth understanding of complicated IRS audit issues as well as a diverse understanding of technical tax issues from the IRS perspective.

CPE Information
CPE Credit: 1
Field of Study: Taxes
Level of Knowledge: Update
Delivery Method: Group-Internet Based

Join us as we take a closer look at the various events and economic headlines that helped drive market performance for the first half of 2021. We’ll also explore what may be in store for investors in the near future.

Learning Objectives:

• Review the most critical market events from the first half of the year
• Provide analysis on the implications of proposed legislation changes
• Review methodologies to identify and map cyclical market shifts

Moderator:
Brad Kelley, Principal-in-Charge of Financial Services, Eide Bailly Financial Services, LLC
Brad’s leadership of Eide Bailly Financial Services spans over a decade. As Principal-in-Charge of Financial Services, Brad has cultivated a team of investment advisors managing over $1 billion in assets. Brad’s passion is providing skilled guidance to his clients using an integrated approach to holistic wealth planning. He provides specialized solutions for in-depth and sophisticated situations for high-net worth individual and business clients in the areas of financial planning, investment management/advisory services and insurance strategies. When you work with Brad, you can be sure that an experienced team of professionals is in place to handle your complex needs.

Presenter:
John B. McDermott, Ph.D., Chief Investment Strategist, Symmetry Partners, Department of Finance, Fairfield University
Dr. McDermott is renowned for his academic research on the role of liquidity in financial markets. He has been published in numerous academic journals, including The Journal of Banking and Finance, The Journal of Financial Markets and The Journal of Futures Markets. Dr. McDermott received his undergraduate degree from the U.S. Coast Guard Academy, his M.B.A. from Columbia University and his Ph.D. from the University of Connecticut. The Financial Management Association International and American Association of Individual Investors honored him with the 2000 Best Completed Dissertation Award for the dissertation that “makes the most significant contribution to the field of investment analysis” for his dissertation entitled “Essays on Liquidity in Financial Markets.

CPE Information
CPE Credit: 1
Field of Study: Economics
Level of Knowledge: Update
Delivery Method: Group-Internet Based

It's time to celebrate with a Grand Opening and Ribbon Cutting for Sample Oklahoma.  Stop by the South Oklahoma City Chamber from 9:30 a.m. to noon and celebrate with Sample Oklahoma, they will have local Made in Oklahoma vendors here to check out. 

Ribbon Cutting Sponsor: Oklahoma City Energy FC