Joint OSCPA, OAIA & Oregon Board of Accountancy Town Hall: An Overview of Regulatory Activity (2 hours - morning) [NT] - NEW! - In-Person
2.0 Credits
Member Price $0.00
Non-Member Price $0.00
Overview
The town hall will be covering the Oregon Board of Accountancy's (BOA) regulatory activity. We will update licensees about proposed 2025 legislative changes. This will be followed by an open Q&A with an opportunity for attendees to provide input and ask questions.
Highlights
- Addition of new licensure pathway requiring a bachelor’s degree plus two years of supervised experience
- Protecting mobility (ability to practice across state lines) and reciprocity licensure for all licensees
- Changes to inactive level status to permit employment in public accounting firms to the same degree as unlicensed individuals
- Changes to Board composition
- Opening the door to Employee Stock Ownership Plans (ESOPs) for public accounting firms
- Proposal to fund $1 million of accounting scholarships from Board of Accountancy excess operating reserves
Other: Topics will include national conversation around protecting mobility and updating the profession’s licensure framework nationally.
NOTE: You are registering for the In-person event at the OSCPA Center in Beaverton. Can't attend in person? Click here to register for the live webcast!
Designed For
All professionals
Objectives
Attendees will gain an understanding of, and ask questions about, significant proposed 2025 legislation backed by the Board of Accountancy, OSCPA, and OAIA, with direct impacts to all licensees, firms, and applicants for licensure.
Leader(s):
Leader Bios
Joseph Sullivan, Tax Partner, Delap LLP
Biography Updated 10/14 Joe P. Sullivan, Senior Manager Delap LLP, Portland, Oregon Joe has over 10 years of experience, beginning his career with a Big 4 Firm and most recently spending 8 years with Moss Adams, working with both publicly held and privately owned companies. He primarily works with middle market and emerging companies in a variety of industries and is actively involved in the local healthcare, life sciences, and technology industries. With a passion for bringing financial clarity and direction to every client, Joe’s accompanying aptitude and knowledge for these industries provides clients with invaluable service. Joe’s primary focus is providing tax planning and compliance services to companies and business owners, including merger and acquisition structuring, state and local tax minimization, tax incentive consulting, financial statement modeling and stock option planning. Joe also has extensive experience with ASC 740, Accounting for Income Taxes.
Martin Pittioni, Executive Director, Oregon Board of Accountancy
Mr. Pittioni received his Bachelor's Degree in Political Science from Portland State University, holds a Masters Degree in Business Administration from Heriot-Watt University in Edinburgh, Scotland and completed doctoral coursework in Public Administration and Policy at Portland State University. Prior to re-joining the Oregon Board of Accountancy in May 2022 as their Executive Director, his extensive regulatory experience includes serving for over four years as the Director of the Office of Health Professions at the State of Washington Department of Health, preceded by his service as Executive Director for the Oregon Board of Accountancy from 2012 to 2017. Mr. Pittioni also developed special expertise in behavioral health regulation as Director for the Oregon Board of Licensed Social Workers from 2008 to 2013 and as Director for the Oregon Board of Psychologist Examiners. Mr. Pittioni has served on multiple NASBA committees and has successfully shepherded many bills and agency budgets through the Oregon Legislature.
(4/30/24)
Non-Member Price $0.00
Member Price $0.00