William D. Lohrey, CPA is partner in Lohrey & Associates, which was selected by the National Publication “CPA News” as one of the top 50 CPA firms in the United States. Bill holds a degree in accounting from Oklahoma State University and a Juris Doctorate from the University of Texas. His professional expertise covers a wide range including manufacturing, oil and gas, and tax- exempt organizations. He is a member of AICPA and OSCPA, and is a Certified Financial Planner.
TEACHING In the past, Bill has instructed as an adjunct professor of accounting at the University of Tulsa and Tulsa Community College. He now concentrates his energies on the Fast Trac program, which educates entrepreneurs on the running of small businesses. Bill is a nationally recognized teacher and facilitator and had won several awards and commendations for his work with the Fast Trac program. Additionally, Bill educates members of the community by leading seminars for the St. John’s Foundation, ORU, Tulsa County Bar Association, Oklahoma Society of CPA’s, and the Tulsa City-County Library. He is also a columnist for several business and accountancy publications .
ETHICS: Bill Lohrey has worked throughout his career to strengthen ethics in the field of accounting. He has served on the AICPA National Executive Committee on Ethics & Behavior, as the first chairman of the Oklahoma Board of Accountancy Sub-Committee on Ethics Investigation, and as chairman of the OSCPA’s Ethics Committee. Reflecting Bill’s commitment to ethics, the Accounting Department at Oklahoma State University selected Lohrey as “2002 Distinguished Accounting Alumnus.”
SMALL BUSINESS ADVOCACY Under Bill’s guidance, Lohrey & Associates was recognized by Oklahoma Governor David Walters as the 1994 Small Business Financial Advocate of the year and was selected by Small Business Administration as regional 1994 Small Business Advocate of the year for the Southwestern United States. Bill was elected as a delegate to the 1995 White House Conference on Small Business, and in 1996, he was selected by the Governor for the small business task force to construct favorable legislation. In 1997, Bill co-authored a program for emerging small manufacturers’ tax benefits education. Bill is currently co- chairman of Governors Committee to review all Economic Incentive Programs.
CIVIC AND PROFESSIONAL SOCIETIES Bill’s involvements in civic and professional societies include the following activities:
Past president for the Tulsa Chapter of Certified Public Accountants
Past chairman of the Tulsa Chapter of Commerce’s Small Business Council
Past member of the board of the Tulsa Metropolitan Chamber of Commerce
Treasurer of several congressional and state political campaigns
Past editorial advisor for the Journal of Accountancy
Past president of Tulsa Will Rogers Rotary Club and a Paul Harris Fellow
Past treasurer for Tulsa Parents as Teachers, Tulsa Senior Services, Operation Aware, Friends of the Library, and Domestic Violence Intervention Services, Tulsa Global
Member of Leadership Oklahoma and Leadership Tulsa, Tulsa Long Term Care Authority
An elder in Presbyterian Church and chair of Presbyterian Finance Committee
Treasurer of Tulsa Light Opera
Top Male CPA finished in 2005 Tulsa CPA Route 66 Run