Board meetings, strategic plans, and buyer signals from Travis Jacobs’s organization
Aug 21, 2026·BoardMeeting
Board
Oklahoma Accountancy Board Regular Meeting
The board approved several administrative consent orders regarding CPE compliance violations and practice limitations. Discussions were held on the Fiscal Year 2027 Master Service Agreement with OMES, the implementation of emergency rules regarding new pathways to licensure and reciprocal licensure, and the addition of a new member to the ad hoc committee reviewing private equity. The board also reviewed contracts for Agency Business Services, discussed potential vendors for a new licensing system, and planned to submit a comment letter regarding the PEEC proposed strategic plan. Additionally, the board received updates on legislative and national CPE topics and recognized the service of a departing staff member.
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The Board meeting covered various administrative and regulatory matters, including the approval of several administrative consent orders regarding substandard peer reviews and CPE requirement deficiencies. The Board established committee assignments for the 2027 fiscal year, authorized the renewal of the licensing system contract with Thentia USA Inc., and approved the Attorney General services contract. Additionally, the Board engaged in an executive session to discuss personnel and compensation matters, received updates on legislative changes and national committee activities, and processed various professional applications, registrations, and status changes, including surrenders and revocations of CPA certificates.
May 15, 2026·BoardMeeting
Board
Oklahoma Accountancy Board Regular Meeting
The board discussed and approved administrative consent orders for multiple cases and closed several enforcement files. Key actions included the approval of the fiscal year 2027 budget and professional service contracts, the election of fiscal year 2027 board officers, and the adoption of a revised employee manual. The board also reviewed results from the CPE compliance review and audits, discussed legislative updates regarding HB4317, and received an update from the executive director on various board activities and initiatives, including the development of new licensing software.
Apr 17, 2026·BoardMeeting
Board
Oklahoma Accountancy Board Regular Meeting
The board reviewed administrative consent orders involving various CPAs regarding CPE requirement compliance. Key agenda items included a presentation of the fiscal year 2025 annual audit report by HBC CPAs & Advisors, which resulted in a clean opinion. The board adopted a formal comment letter regarding the AICPA Professional Ethics Executive Committee Exposure Draft on proposed revisions related to alternative practice structures. Additionally, members discussed the 2025 Annual Peer Review Oversight Committee report, received legislative updates regarding pathways bills, and discussed committee reports from NASBA and the AICPA. The board also reviewed and approved various registration activities, including applications for certification, reciprocal certificates, reinstatement of certificates, and firm registrations.
Extracted from official board minutes, strategic plans, and video transcripts.
