Leslie McCalla, MBA, CMA 
Oklahoma City Institute of Management Accountants 


Wednesday, May 16, 2018 from 11:30 AM to 1:00 PM CDT
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Hefner Grill 
9201 Lake Hefner Parkway
Oklahoma City, OK 73120

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OKC IMA Chapter Seminar -

Wednesday, May 16, 2018

OKC IMA proudly presents

"Everything IMA: Membership, CMA, CSCA & More"

Topics for discussion:

  • IMA membership types, costs, and how to sign up
  • Membership benefits and details
  • Webinars free to members- Inside Talk & Leadership Academy
  • CMA Certification Program highlights
  • Campus Advocate Program and student scholarships
  • CSCA Certification Program highlights
  • Study material recommendations and tips
  • IMA board member insights
  • Q&A/ Chapter year wrap up

Melissa Goyer, CMA, Director-Accounting, Patterson-UTI Management Services, LLC 

Melissa has more than 12 years experience in various managerial accounting roles and currently serves as Director of Accounting at Patterson-UTI Energy, primarily focused on accounting and financial reporting for the company's Non-North American operations. Melissa joined the IMA, Oklahoma City Chapter, Board of Directors in 2017 and currently serves as President-Elect for the 2019-2020 chapter year. She graduated from Texas A&M University in 2006 and received her CMA in 2017.

Dr. Edward Walker, PhD,CPA,CMA,CIA,CFE, Accounting Professor, University of Central Oklahoma

Dr. Walker received a PhD in Accounting from the University of Houston in 1996 and is currently an Accounting Professor at the University of Central Oklahoma. His teaching areas are Cost Accounting and Intermediate Accounting. He holds CPA certifications in Texas and Oklahoma and is also a CMA and CIA. Currently, he serves as the Vice-President of Education for the Oklahoma City Chapter of the IMA. His research interests are focused on pedagogical techniques in the classroom and cost management techniques.



John Rogers, CPA, CMA, Vice President-Finance, W&W Steel

John received his Bachelors of Business Administration and Masters in Accountancy from Baylor University in 2001 and then began a career in public accounting at the Dallas office of Arthur Andersen. He moved to Ernst & Young in 2002 where he coordinated worldwide audits and interim reviews of large multinational SEC registrants and private companies, including a FORTUNE 250 technology company and a large diversified energy conglomerate. He also led large culturally diverse teams on audits of foreign private issuers during an 18-month assignment with the firm's Capital Markets group in The Netherlands.

In the fall of 2011, he joined Chesapeake Oilfield Services and led an effort to more than double the size of the accounting group in a span of eight months. John transitioned to the role of Senior Director-Finance in July 2014. He led the controls integration and GRC configuration effort for the company's SAP implementation. John moved to Tronox as the U.S. Finance Director from 2016 to 2018. He recently joined W&W / AFCO Steel as Vice President- Finance. He is also the Past President of the OKC chapter of the IMA, and serves on the Accounting Advisory Board for UCO.

Event Details


Hefner Grill will serve lunch from the following menu options:

  • Tabasco Caesar Salad with Grilled Chicken
  • Biltmore Club Sandwich with shoestring fries – ham, turkey, jack & cheddar, lettuce, tomato, bacon and mayo on wheat
  • Seafood Enchiladas – shrimp, scallops, and mushrooms, ancho cream sauce, red beans & rice
  • Drinks- Water, tea, or soda
  • Dessert -Key Lime Pie or Smore dessert (brownie, peanuts, and ice cream)

This presentation qualifies for 1 hour of CPE.

Prices for this event are as follows:

  • Seminar and Luncheon (11:30 AM to 1:00 PM): Members $20; Guests $30, Student IMA Members Free
  • Prepaid Members and Guests may attend the event (11:30 AM to 1:00 PM) for no additional charge

Payment can be made at the door or at

The Board of Directors of the OKC IMA enjoys volunteering their time to provide our members and guests with affordable/quality CPE. We take pride in supporting the OKC Accounting and Finance community to meet continuing professional education requirements for CMA and CPA credentials.

You must be a member of the Institute of Management Accountants affiliated with the Oklahoma City Chapter to participate with discounted member benefits. Please visit the chapter website to download an OKC IMA Membership Application, or complete your application online at

Please remember to visit the OKC IMA Chapter Website for updates and future events. Thank you!

This course is designed for the busy accounting and financial professionals who needs to be able to answer those frequently asked taxed questions.  The quick hit topics presented in this course are based upon the authors frequently received tax questions and other tax curiosities.  This presentation is interactive.  Please, bring your phone, tablet, laptop or other internet connected device, to privately participate in the discussion. Objectives: • To gain an understanding of selected current tax topics. • To answer those tax questions that you always wanted to ask (and those questions you didn’t know you wanted to ask about). • Learn techniques for resolving certain tax problems that frequently occur. Designed For: CPAs, enrolled agents, accounting and finance professionals who want to learn about tax planning strategies that occur every day. Highlights: • “Pennies on the Dollar.”  Ever wonder about those TV ads where some talking head claims to be able to resolve your tax debt for pennies on the dollar?  We’ll explore what options most taxpayers have with IRS. • “Tax Deductions from Thin Air.”  As accountants and finance professionals, we want to believe that our tax laws are based on sound economic principals.  But, we’ll look at how to create a tax deduction from thin air.  (Based on a real Tax Court case.) • “The First Form 1040.”  It seems like the Form 1040 has been with us forever.  What did Form 1040 look like in its first year?  A brief look at our tax history, and how that information may influence your thinking on future tax reforms and other planning. • “Partnership Tax Audits.”  Like it or not, the tax rules for IRS examinations of partnerships are changing on January 1, 2018.  Are you prepared for this important change? • “Tax ID-Theft.”  We recently learned that identifying information for 143 million Americans was hacked from Equifax.  We’ll look at what you can do if your tax identity is compromised. • “In the Weeds.”  You say your dream is to give up that corporate finance job, and open a “weed” shop in Colorado?  Here is what the tax authorities will have waiting for you.