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July 2019 Monthly Luncheon
Oklahoma History Center
800 Nazih Zuhdi Dr.
Oklahoma City, OK 73105
Thursday, July 18, 2019, 11:30 AM - 1:00 PM CDT
Category: Monthly Luncheon


Thursday, July 18, 2019
Oklahoma History Center | 800 Nazih Zuhdi Dr. | Oklahoma City
Registration 11:00 a.m. & Luncheon 11:30 a.m.

The deadline for reservations is Thursday, July 11, 2019.

BOMA Members: $25 with reservation
BOMA Members: $30 after July 11, 2019
Guests/Nonmembers: $40 (Guests/Nonmembers are limited to 2 visits per year)
All reservations will be invoiced unless cancelled before the deadline..

Speaker: Steven M. Phelan, CPA
Topic: A Quick Look at Fraud: A discussion of Trends in Occupational Fraud - From Large, multinational companies to small, family-held businesses, fraud continues to plague American businesses with annual costs reaching into the billions of dollars. During this session we will list some of the major schemes and fraud activities along with their related costs. We will also discuss the general characteristics of those who commit fraud and differentiate between common fraud techniques and identify the contributing risk factors. 

Sponsored by:


Steven M. Phelan, CPA, CITP manages an accounting practice based in Oklahoma City, Oklahoma. Areas of practice include taxation, accounting, business advisory and technology consulting services. He is both a Certified Public Accountant and Certified Information Technology Professional and received his Bachelor of Accountancy degree from the University of Oklahoma. He also holds several vendor specific software certifications.

Steven is a member of the Oklahoma Society of CPAs (OSCPA) and the American Institute of CPAs. Through the OSCPA, he has served on the board of directors, was instrumental in creating the New CPA Committee, served as chair of the Technology Committee and has served on numerous other committees. In 2012, Steven was selected as a Trailblazer, an OSCPA member under 40, recognizing innovation, professional dedication and community commitment. He also received the OSCPA President’s Award for his work with the New CPA Committee. Steven is active in the Mustang, Oklahoma community and is currently serving as Treasurer for the Mustang Public School Foundation. Previously, Steven served as Treasurer for Friends of the Mustang Public Library, Inc.

Steven joined K2 Enterprises as a discussion leader in 2013. Through K2 Enterprises, Steven speaks to CPAs throughout the nation covering a variety of computer software and technology related topics. Mr. Phelan is also a frequent speaker at seminars and conferences sponsored by a variety of state and local organizations.

Steven has written many technology related articles for state and national publications. He was also a frequent contributor to CPA Practice Advisor where he reviewed tax and accounting related software solutions.