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Vision Bank's Annual CLE/CPE 2022 Seminar
Cybersecurity, cryptocurrency and wealth preservation trust issues for CPAs & attorneys

This course was approved by the Oklahoma Bar Association for Mandatory Continuing Legal Education Commission for 6 hours of mandatory CLE credit, including 1 hour of ethics. It will be submitted for judicial credits for the Judges.

Oct 21, 2022 08:30 AM in Central Time (US and Canada)

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Ms. Keywood Deese
Senior Vice President & Trust Officer @Vision Bank, Ada, Oklahoma
Ms. Deese has been the Senior Vice President and Trust Officer with the bank since 1988. She graduated from the University of Oklahoma with a Business Administration Degree in 1975. She obtained her Juris Doctorate degree from Oklahoma City University in 1979. Before joining the bank, she practiced oil and gas law in Oklahoma City, including several years as the Senior Oil and Gas Attorney for the Oklahoma Corporation Commission. She is the former Chairman of the Mineral Law Section of the Oklahoma Bar Association. Ms. Deese organized and taught CLE seminars on oil and gas related topics when she practiced law in Oklahoma City. She has been the Program Planner and Moderator for the past 13 years for CLE/CPE Seminars sponsored by Vision Bank on a variety of estate and trust issues, business, real estate, and mineral related topics. She is a member of the Oklahoma Bar Association, Texas Bar Association, the American Bar Association and the Pontotoc County Bar Association.
Eric Cook
Vice President & Trust Officer @Vision Bank, Ada, Oklahoma
Eric J. Cook has been employed by Vision Bank of Ada, Oklahoma for the last 6 years as Vice President & Trust Officer. He earned a Bachelor of Science Degree in Business Management from Brigham Young University and graduated from the University of Oklahoma’s School of Law in 2007. He is licensed to practice law in Oklahoma and Texas. While practicing law in Texas prior to joining Vision Bank he was the managing partner of EJC Law Group, PLLC providing legal services to oil and gas companies and individuals on a wide range of legal issues related to oil and gas production, mineral ownership, royalty distributions and state regulators. He was General Counsel at MD America Energy LLC, which is a domestic Exploration and drilling company. During his time at MD American Energy, he oversaw the growth of a drilling program from one rig to ten rigs and reported directly to the office of the Committee of Foreign Investment in the United States (CFIUS).
Mr. Preston Draper
General Counsel @The Council on Law Enforcement Education and Training (CLEET), Ada, Oklahoma
Preston Draper currently serves as general counsel for the Council on Law Enforcement Education and Training in Ada. Previously he was an assistant attorney general, spent many years in private practice, and was on the faculty at East Central University. Preston is admitted to the Oklahoma state courts, the courts of the Chickasaw Nation, all the federal district and bankruptcy courts in Oklahoma, the U.S. Court of Appeals for the Tenth Circuit, and the U.S. Supreme Court. He is a graduate of the University of Oklahoma College of Law and of Brigham Young University, where he earned degrees in English and geography.
Rachel Mathew
Partner @Polson Tax Resolution and Accounting Firm, Oklahoma
Rachel Mathew loves making the topic of tax policy, tax strategy, tax administration, tax cases, and tax law easy to understand for all! Rachel never planned on becoming a tax attorney. Yet the passion she exhibits today - to use her knowledge to help others- was the cornerstone of who she has always been from the very beginning. On top of being an Attorney Rachel is an accountant, and a businesswoman who co-owns and manages a nationwide tax firm with over 100 employees across 8 states. Rachel has been working in the field of taxes and accounting since 1999. Rachel has a love for educating and helping others. Although most people groan when they think about tax law, Rachel enjoys the marriage of numbers and the mental and verbal gymnastics required to negotiate with the IRS and help taxpayers. Rachel continues to serve through education and has spoken hundreds of times to audiences across the country, including the “Women Who Count Conference," (continued)
Lieutenant Colonel David Stevenson
Deputy Commander @659th Intelligence, Surveillance, and Reconnaissance (ISR) Group, 70th ISR Wing, Ft George G. Meade, MD
Lieutenant Colonel David Stevenson is the Deputy Commander, 659th Intelligence, Surveillance, and Reconnaissance (ISR) Group, 70th ISR Wing, Ft George G. Meade, MD. The group oversees 1,000 Total Force Airmen in four geographically separated squadrons, three mission-aligned Air National Guard squadrons and two Classic Associated Units. Lieutenant Colonel Stevenson helps direct focused and timely cyberspace ISR operations and digital network exploitation analysis in support of 16th Air Force, U.S. Cyber Command, the National Security Agency and nine different Combatant Command missions. Lieutenant Colonel Stevenson graduated from Brigham Young University in 2002 and earned his commission as a distinguished graduate of the Reserve Officer Training Corps. He served as a communications and cyber officer at the squadron, group, wing, and major command level, with assignments in the North Atlantic Treaty Organization (NATO), the Air Force Special Operations Command (AFSOC) as a (continued)
Taylor Freeman Peshehonoff
Attorney @GableGotwals, Oklahoma City, OK
Taylor is a litigation associate in the Oklahoma City office of GableGotwals. Originally from Ada, Oklahoma, Taylor pursued both her B.B.A in Human Resources Management and J.D. from the University of Oklahoma. Though her primary experience as an attorney stems from litigation in areas including employment law and insurance defense, one of Taylor’s goals upon passing the bar was to grow her connection and interactions with the Ada area. Prior to joining the Firm, Taylor served as a judicial law clerk to the Honorable Leslie H. Southwick on the United States Court of Appeals for the Fifth Circuit. She graduated in the top 10% of her law class and was inducted as a member of the Order of the Barristers and the Order of the Scribes. She was also recognized as the Oklahoma Bar Association’s Outstanding Senior Law School Student. Most notably, the law school’s faculty and dean selected Taylor for the Joel Jankowsky Award, which recognizes one graduating student who exemplifies (continued)
Philip R. Feist
Attorney @GableGotwals, Oklahoma City, OK
Philip is a shareholder at GableGotwals, where he advises clients on estate planning, family business planning, and asset protection planning issues. His experience includes providing technical legal and drafting advice to the Oklahoma State Legislature on its 2014 revisions to the Oklahoma Family Wealth Preservation Trust Act. In addition, Philip is a nationally published author for Thomson Reuters Westlaw, which provides a wide range of legal treatises. He writes to share his knowledge on estate, tax and personal financial planning. Philip frequently publishes updates regarding the developments relating to tax law, trust law, fiduciary law, probate and asset protection. Prior to his practice, Philip clerked for the Hon. Peter W. Bowie at the U.S. Bankruptcy Court, Southern District of California, and moved to Tulsa in December 1991. He has been certified by the State Bar of California as an Estate Planning, Trust and Probate Law specialist since 1999. Philip was (continued)
Emily Ramseyer
Attorney @GableGotwals, Oklahoma City, OK
Emily is an attorney in the Oklahoma City office of GableGotwals, where she advises clients in estate planning, including guardianships, probate, and trust administration. Prior to joining the Firm, she practiced for an Oklahoma City law firm specializing in estate planning. Emily also interned for Judge W. Eugene Davis on the United States Court of Appeals for the Fifth Circuit, and for Chief Judge of the United States District Court for the Northern District of Oklahoma, Judge Gregory K. Frizzell. While in law school, Emily was on the Board of Advocates and a member on the National Tax Moot Court Competition team, where she received the award for best brief. She was also a member of the Student Bar Association, serving as 3L Class President and was the student speaker at her law school graduation.
Mrs. Kara Vincent , J.D., CPA/CFF/CGMA,CFE
Attorney @Barber & Bartz in Tulsa, Oklahoma
Mrs. Vincent is a Shareholder of Barber & Bartz, P.C. She has 26 years of experience including estate planning, administration and litigation, tax and succession planning, financial accounting, tax and audit preparation and execution, and SEC reporting and compliance. She has working with many clients to find creative ways to accomplish their goals. She has also worked with companies in a variety of industries, including computer software, medical device development, telecommunications and alternative energy and she has been instrumental in taking multiple companies through the process of becoming publicly traded. She received a Bachelor of Business Administration degree in Finance from Northeastern State University, a Bachelor of Business Administration degree in Accounting from Langston University and a Juris Doctorate degree from the University of Tulsa, College of Law. Additionally, Mrs. Vincent is a Certified Fraud Examiner and is a CPA with a certification in (continued)