Regent Bank and Tedford Insurance invite you to The Executive Luncheon Series for business owners and executives in the Tulsa metropolitan area. The goal of the Executive Luncheon Series is to provide area business leaders with valuable information that will help your progressive business succeed and continue to grow.
The Executive Luncheon Series is held the fourth Wednesday of each month and there is no cost to attend. The event is limited to business owners, CEO's, and executive level managers. Seating is limited to 100 and RSVP's are required.
Click on the link below to RSVP.
More About the speaker:
Partner Eide Bailly
"To me, client service is bringing value to my clients by providing them with great service and progressive thinking, while still managing to save them money." ~ Tom
Tom has provided public accounting services to small businesses for more than 24 years. He is a valued resource to his clients with extensive experience in state and local tax, including various tax services and tax credits. Tom’s knowledge is best measured through his clients’ results, including a group of clients whom Tom helped realize a tax savings of $7.5 million.
Tom also applies his tax expertise to create tax savings opportunities for his clients by purchasing Oklahoma state tax credits. He has worked with state tax credits for five of the six years they have been available in Oklahoma and has provided hundreds of clients the opportunity to save more than $25 million.
Tom is a passionate advocate for finding a cure for Lou Gehrig’s Disease (ALS). He is the founder and director of an annual ALS golf tournament, which has raised more than $300,000 for ALS research. Tom enjoys participating in the tournament, as well as golfing year-round. Tom is also active on church and school boards and committees.
About the Sponsors:
Regent Bank’s goal is to become the premier bank for small and mid-market businesses in the state of Oklahoma, and we believe we have the employee and shareholder base to achieve this goal. We will never have as many branches or resources as the mega banks, but we can provide a premium client service experience by listening well, providing quick decisions and supplying helpful quality information to our clients.
Click here to hear a quick 60 second audio clip CEO Sean Kouplen talking about who Regent is.
Tedford Insurance, founded in 1978 by George and Kay Tedford with a goal: To offer sound insurance coverage to the hard-working people of our community. Our staff of two in 1977 has grown to 56 hard working associates in five offices — Jenks, Claremore, Muskogee, Drumright, and Chandler. Our office is now a highly automated center that helps us stay current with an always changing industry. It is our personal attention and knowledgeable insurance advice that leads to your individual and business security. That is our measure of success.