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2020 Conference Speakers



Jimmy Williams, CPA/PFS, CFP

Jimmy J. Williams, CPA/PFS, CFP®, is the CEO/President of Compass Capital Management, LLC, a registered investment adviser and wealth management firm with offices in Tulsa and McAlester, Oklahoma.  He specializes in creating plans for retirees and near-retirees to realize their bigger future by utilizing tax-efficient strategies in the areas of proactive retirement plan accumulation and distribution, estate preservation and cash flow planning.  He currently serves as the Chairman of the AICPA National Accreditation Commission.  Jimmy has served as the treasurer and trustee on the AICPA Foundation.  He is a past president of the OSCPA and completed a term as a member of the AICPA Board of Directors.  Jimmy authors and teaches advanced financial planning techniques and ethics for the AICPA and the CPA Societies of Iowa, Nebraska, Montana, Texas and Oklahoma.  Williams is often sought as an expert on financial planning matters for the CPA Insider, Daily Oklahoman, The Planner Newsletter, OSCPA Focus Magazine, U.S. News & World Report, N Common Magazine for Women and the McAlester News Capital.   He serves as an editorial adviser to The Tax Adviser, The Planner Newsletter and previously served as editorial adviser to The Journal of Financial Planning. Most recently he authored and published articles for CPA Insider titled “Are Ticking Time Bombs on your Client List?” and The Tax Adviser titled “Help Small Businesses Choose the Right Employee Retirement Plans”.  Jimmy was recognized by CPA Magazine as one of the “Top 40 CPAs to Know in a Recession”.   He was recently appointed by Governor Mary Fallin to serve as a founding board member of the Oklahoma Employee Insurance and Benefits Board.  Williams is the Past-Chairman of the OEIBB and responsible for the overall function and direction of the agency to serve its member through investing and monitoring approximately $360 million in reserves and to maintain and improve the sustainability of the agency to serve its participants.

 

 

Tina Evans

Tina Evans is a leadership coach and professional speaker helping leaders build the kind of organization where everyone is able to bring their best. As a certified 5 Voices and 100X Leader coach, she provides a personal leadership methodology that brings about healthy leadership behaviors and pushes leaders to invest in intentional multiplication within their organization.

A former senior leader in nonprofit and professional associations, she owns Tina Evans Coaching, LLC. She holds degrees in psychology and public relations. 

 

 

 

Clifton Taulbert

Clifton Taulbert was born in the time of legal segregation. Now a CEO, entrepreneur and Pulitzer-Prize Nominated Author, Clifton once was not allowed to use his local library. But all around him in the Mississippi Delta were the “helpers” … people who told him he mattered and helped him succeed against insurmountable odds. The author of Eight Habits of the Heart: Embracing the Values that Build Strong Communities, Clifton has a powerful and moving story of how “community” transformed his life. His programs are perfect for anyone who wants to build a better community, a better organization, or a better business, and help transform the lives of others.

“I would have failed.” That’s what Clifton says would have happened had he not encountered community builders and entrepreneurial thinkers early on in his life. Though opportunities were few and barriers were plentiful, Taulbert managed to dream of success, not knowing the shape that success would take. Today Taulbert is the President and CEO of the Freemount Corporation (a human capital development company) . He works with internationally, with Fortune 500 Companies, small businesses, federal agencies, professional organizations, community colleges and K-12 leadership. Additionally, entrepreneur Taulbert is the President and CEO of Roots Java Coffee, an African-American owned national coffee brand, importing coffee from Africa.

 


Steven Stout, FASAE, CAE

Steven has served as the Executive Director of the Texas Society of Association Executives since November 2016. Prior to that, he served as the Director of Meetings and Special Events for the Hospitality Financial and Technology Professionals for 9 years. He received his Bachelors in Business Communication and Public Relations from Baylor University.

Mr. Stout was selected as a scholar in the US Nationwide Diversity Executive Leadership Program (DELP) by the American Society of Association Executives, earned the Certified Association Executive (CAE) professional designation, awarded the TSAE Young Professional of the Year Award in 2010 and named in 2015 as one of Association Trends Magazine's Young and Aspiring Association Professionals. Recently, Steven was selected as a Fellow for ASAE. 

 

 

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