Management Team in Oklahoma
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James R. Ogez
CPA, Partner-In-Charge
Jim is the Partner-in-Charge of the Tulsa office. He joined RCM in 1986 after serving as a senior auditor with a national accounting firm. In addition to being primarily responsible for audit engagements in the Tulsa office, Jim oversees all outsourcing clients.
Jim has actively served Tulsa’s not for profit community. He has served as board member for each of the following organizations: The Center for Individuals with Physical Challenges: The John Hope Franklin Center for Reconciliation; Alzheimer’s Association (Ok/Ark Chapter); Oklahoma State University Alumni Association (Tulsa chapter); Make a Wish Foundation; The Tulsa Air and Space Museum; Bixby Rotary Club; and American Business Club.
In his public accounting career, his clients have included financial institutions, electric cooperatives, oil and gas companies, manufacturers, not-for-profit organizations, wholesalers, governmental agencies, colleges and rural rental housing entities. In addition to audits, he also has experience in individual, corporate and fiduciary taxation and business consulting.
Professional Organizations
- American Institute of Certified Public Accountants
- Oklahoma Society of Certified Public Accountants
- American Business Club
Education and Certification
- B.S., Accounting, Oklahoma State University, 1983
- Certified Public Accountant (CPA)
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Mike Humphrey
CPA, Partner
Mike Humphrey received a Bachelor of Science in Business Administration from Oklahoma State University in 1996, with a major in accounting. Mike is also a certified public accountant.
Mike began his public accounting career as an income tax preparer for an accounting firm in Oklahoma City and became a company controller two years later. Mike then served as an audit manager for the Oklahoma State Auditor and Inspector for five years where he gained experience auditing state and county governments. While serving this office, Mike also maintained a portfolio of income tax clients in a private practice.
Mike re-entered public accounting as an auditor for an Oklahoma City firm and later joined Regier Carr & Monroe in 2012.
Mike’s audit and accounting experience includes:
Not-for-Profit
- Numerous not-for-profit entities in Oklahoma
Business Enterprises
Companies in the following industries:
- Financial Institutions
- Energy and Production
- Manufacturing
- Construction
- Retail
- Gaming
Governmental Entities
- State Government
- County Government
- Native American Tribes and Housing Authorities
Mike is a fellow member of the American Institute of Certified Public Accountants and the Oklahoma Society of Certified Public Accountants.
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Russell D. Robinson
CPA, Partner
Russell D. Robinson is a native Oklahoman. He attended the University of Tulsa and received a B.S. degree from East Central State University in 1966, with a major in accounting. Mr. Robinson was certified in Oklahoma in 1970. He began his public accounting career in 1966 in Lawton, Oklahoma, with the firm of Loyd K. Bendurer & Co., Certified Public Accountants.In 1967, Mr. Robinson became affiliated with Norman C. Cross, Jr. and was admitted as a partner in January 1972. In January 1976, the firm’s name was changed to Cross and Robinson, Certified Public Accountants, A Professional Corporation. He has been the managing partner since 1985 and up until the firm merged with Regier Carr & Monroe, CPAs, LLP in 2015. As a partner in a local firm, Mr. Robinson has a well-rounded background in audit, tax and consulting services.
The majority of Mr. Robinson’s experience and expertise has been in the oil and gas, manufacturing and insurance industries. He also has extensive experience in the hospital field and medical services area.
Mr. Robinson has conducted several seminars with major oil companies in regard to employees’ benefits, financial planning, estate taxes and IRA rollovers.
He is a member of the American Institute of Certified Accountants, Oklahoma Society of Certified Public Accountants, the Tulsa Chapter of Certified Public Accountants and the Tulsa Estate Planning Forum.
Mr. Robinson has been involved in the following activities:
The Board of Cedar Ridge Country Club
The Board of Forest Park South Homeowners’ Association
The Board of the Margaret Hudson Foundation
The Board of Byrd Community School
Trustee for the Meals on Wheels Endowment Fund
The Board of Trustees, Southern Hills Church of Christ
President of Southeast Tulsa Rotary Club
Member of Tulsa Memorial Area Planning Council
Member of City of Tulsa Civil Service Commission
Treasurer of several political candidatesMr. Robinson has two children, Matthew and Whitney, and five grandchildren. He enjoys playing golf and traveling with his wife Martha.
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Charles L. Tefertiller
CPA, Partner
Professional Designations
CPA – State of Oklahoma (1976 to present)
Education
1973 University of Oklahoma, Norman, OK
Bachelor of Science – Business Administration – AccountingProfessional Organizations (Present)
Oklahoma Society of CPAs
American Institute of CPA
Tulsa Estate Planning Forum – Board Member, Treasurer, & President
Tulsa Chapter of CPAsCivic Organizations
Administrative Board of Boston Avenue Methodist Church
Professional Experience
Practiced public accounting since 1973
Consultant with businesses on tax and financial planning
Audits, reviews and compilations for companies ranging from sole proprietors to multi-million dollar industries
Tax preparation in the following areas:- Not-for-Profit Organizations
- Individuals, Partnerships, and Corporations and Industrial Entities
Specific Issues and Areas of Expertise
Budgeting & Operational Planning
Consulting Banking Relations/Loan Consulting
Business Expansion
Charitable Gift Reporting
Depreciation Schedule Maintenance
Contract Interpretation
Entity Selection
Facility Feasibility Studies
Financial Statement Audits
Government/HUD Audit Preparation
Financial Statement reviews
General Feasibility Studies
Internal Control Studies & Analysis
Insurance Coverage Evaluation
IRS Examinations/Correspondence
Investigate/Document Employee Theft
Outsourcing of Accounting Services
Market Rate Analysis
Projected and Forecasted Financial Statements
Personnel Evaluation/Hiring Consulting
Purchase/Lease Asset Analysis
Prepare Informational Tax Returns
Research & Consult on Payroll Tax Issues
Request for Determination from IRS
Tax Planning Research
Unrelated Business Income
Tax Return Preparation
Valuations
Litigation Support -
Ken Thompson
CPA, Partner
Twenty-four years in public & private accounting serving a variety of companies, organizations and high wealth individuals with emphasis in the following areas.
Tax Compliance & Planning:
- Income Tax Compliance for Partnerships, S-Corporations, Corporations, Tax-Exempt Organizations and High Wealth Individuals.
- Tax Planning related to organizational structure, transaction structure & execution, cash flow planning, capital budgeting and general operational planning to maximize tax and operational efficiency for the organization or individual.
- Business creation, merger and liquidation planning.
- Structured ownership changes both planned & unplanned to minimize tax effect on the interested parties.
Business Consulting
Initial business plan and financial cash flow analysis for startup enterprises and/or new business activities. This process is used to help discover the previously unknown risks and opportunities that all startup businesses will encounter.
Accounting Process Design & Implementation:
- Document understanding of business model & management style
- Assess client’s staffs’ knowledge and skill sets related to accounting
- Design accounting processes and procedures that will be the best fit for the client
- Training of client’s staff & owners on the implementation of accounting system
- Contract CFO and/or Controller Services to help clients monitor, maintain, supervise and fully utilize the accounting function to better drive their organization’s profitability.
- Helping management define and set organizational goals, design method of measuring & monitoring progress toward goals.
Industries and Organizations Served
Real Estate Partnerships & Property Management
Construction (Residential and Commercial)
Oil & Gas Operations
Manufacturing Restaurant Groups (Single locations and Franchise Operators)
Tax -Exempt Organizations
Estate Trust Taxation
