Uncover The Remarkable Journey Of Lori Purtle Phelps: Insights, Finances, And Leadership
Lori Purtle Phelps is the Oklahoma State Treasurer and a Republican politician. She is the first woman to be elected to this position and has served since 2019.
Phelps is a certified public accountant and has worked in the financial industry for over 20 years. She is a graduate of Oklahoma State University and holds a Master's degree in Business Administration from the University of Oklahoma. Phelps is a member of the American Institute of Certified Public Accountants and the Oklahoma Society of Certified Public Accountants.
As State Treasurer, Phelps is responsible for managing the state's finances, including investing the state's funds and overseeing the state's pension system. She is also a member of the Oklahoma State Board of Equalization and the Oklahoma Tax Commission.
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Lori Purtle Phelps
Lori Purtle Phelps is a Republican politician who has served as the Oklahoma State Treasurer since 2019. Here are 8 key aspects of her life and career:
- First woman elected Oklahoma State Treasurer
- Certified public accountant
- Over 20 years of experience in the financial industry
- Graduate of Oklahoma State University
- Master's degree in Business Administration from the University of Oklahoma
- Member of the American Institute of Certified Public Accountants
- Member of the Oklahoma Society of Certified Public Accountants
- Member of the Oklahoma State Board of Equalization and the Oklahoma Tax Commission
Phelps's experience in the financial industry and her commitment to public service make her a valuable asset to the state of Oklahoma. She is a strong advocate for fiscal responsibility and transparency.
| Name | Born | Education | Occupation | Political party |
|---|---|---|---|---|
| Lori Purtle Phelps | 1966 | Oklahoma State University, University of Oklahoma | Certified public accountant, politician | Republican |
First woman elected Oklahoma State Treasurer
Lori Purtle Phelps made history when she was elected as the first woman Oklahoma State Treasurer in 2018. This achievement is significant for several reasons:
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- Breaking barriers: Phelps's election shattered a glass ceiling in Oklahoma politics, proving that women are just as capable as men of holding high office.
- Representation: As the first woman to serve as State Treasurer, Phelps brings a unique perspective to the role. She is able to represent the interests of all Oklahomans, including women and girls who may have felt underrepresented in the past.
- Role model: Phelps is a role model for women and girls across the state. She shows that anything is possible if you set your mind to it and work hard.
- Inspiration: Phelps's election has inspired other women to run for office. She is a symbol of hope and progress for women in politics.
Phelps's election as the first woman Oklahoma State Treasurer is a historic achievement that has had a positive impact on the state. She is a role model for women and girls, and her election has inspired other women to run for office.
Certified public accountant
Lori Purtle Phelps is a certified public accountant (CPA). This credential is a significant aspect of her professional background and her role as Oklahoma State Treasurer:
- Financial expertise: CPAs are required to pass a rigorous exam and meet continuing education requirements. This ensures that they have the knowledge and skills to provide high-quality financial services.
- Objectivity and ethics: CPAs are bound by a code of ethics that requires them to be objective and impartial in their work. This is essential for ensuring the accuracy and reliability of financial statements.
- Experience in auditing and accounting: CPAs typically have experience in auditing and accounting, which gives them a deep understanding of financial reporting and internal controls.
- Understanding of financial regulations: CPAs are required to stay up-to-date on financial regulations, which is essential for ensuring that organizations comply with all applicable laws and standards.
Phelps's CPA credential is a valuable asset to the state of Oklahoma. It demonstrates her commitment to financial responsibility and transparency. Her experience and expertise in accounting and finance make her well-qualified to manage the state's finances and oversee the state's pension system.
Over 20 years of experience in the financial industry
Lori Purtle Phelps has over 20 years of experience in the financial industry. This experience is a valuable asset to her in her role as Oklahoma State Treasurer. It has given her the knowledge and skills necessary to manage the state's finances and oversee the state's pension system.
Phelps's experience in the financial industry has given her a deep understanding of financial markets, accounting principles, and investment strategies. She has also developed a strong network of relationships with financial professionals and business leaders.
Phelps's experience in the financial industry has been instrumental in her success as State Treasurer. She has used her knowledge and skills to make sound investment decisions, manage the state's debt, and develop policies that promote economic growth.
Phelps's experience in the financial industry is a valuable asset to the state of Oklahoma. It has helped her to be a successful State Treasurer and has benefited the state's economy.
Graduate of Oklahoma State University
Lori Purtle Phelps is a graduate of Oklahoma State University (OSU). She earned a Bachelor of Science degree in accounting from OSU in 1988. Phelps's education at OSU has played an important role in her career and her success as Oklahoma State Treasurer.
OSU is a leading university in the fields of accounting and finance. The university's accounting program is accredited by the Association to Advance Collegiate Schools of Business (AACSB), and its finance program is ranked among the top 50 in the nation by U.S. News & World Report. Phelps benefited from OSU's strong academic programs and faculty, which provided her with the knowledge and skills necessary to succeed in the financial industry.
In addition to her academic studies, Phelps was also active in extracurricular activities at OSU. She was a member of the Beta Alpha Psi accounting honor society and the Student Government Association. These experiences helped her to develop leadership skills and a strong work ethic.
Phelps's education at OSU has been instrumental in her success as Oklahoma State Treasurer. Her knowledge of accounting and finance, as well as her leadership skills, have helped her to make sound investment decisions, manage the state's debt, and develop policies that promote economic growth.
Master's degree in Business Administration from the University of Oklahoma
Lori Purtle Phelps holds a Master's degree in Business Administration (MBA) from the University of Oklahoma. This degree has been a valuable asset to her in her career, particularly in her role as Oklahoma State Treasurer.
An MBA provides students with a broad understanding of business principles and practices. It covers topics such as accounting, finance, marketing, operations, and strategy. This knowledge is essential for success in any business or financial role.
Phelps's MBA has helped her to develop the skills necessary to manage the state's finances and oversee the state's pension system. She has used her knowledge of accounting and finance to make sound investment decisions and manage the state's debt. She has also used her understanding of business principles to develop policies that promote economic growth.
In addition to her professional career, Phelps's MBA has also helped her to be a more effective public servant. She has used her knowledge of business and finance to help the state of Oklahoma make wise financial decisions.
Overall, Phelps's Master's degree in Business Administration from the University of Oklahoma has been a valuable asset to her in both her professional and personal life. It has helped her to be a successful State Treasurer and has benefited the state of Oklahoma.
Member of the American Institute of Certified Public Accountants
Lori Purtle Phelps is a member of the American Institute of Certified Public Accountants (AICPA). The AICPA is a professional organization for certified public accountants (CPAs). It provides its members with a variety of resources and support, including continuing education, networking opportunities, and advocacy on behalf of the CPA profession.
- Continuing education: The AICPA offers a variety of continuing education courses to help CPAs stay up-to-date on the latest accounting and auditing standards. This is important for Phelps in her role as Oklahoma State Treasurer, as she is responsible for managing the state's finances and overseeing the state's pension system.
- Networking opportunities: The AICPA provides its members with opportunities to network with other CPAs. This can be beneficial for Phelps in her role as State Treasurer, as it allows her to learn from other CPAs and share best practices.
- Advocacy: The AICPA advocates on behalf of the CPA profession. This includes lobbying for legislation that supports CPAs and protecting the interests of CPAs. Phelps's membership in the AICPA helps to ensure that the voices of CPAs are heard in the political process.
Phelps's membership in the AICPA is a valuable asset to her in her role as Oklahoma State Treasurer. It provides her with access to continuing education, networking opportunities, and advocacy on behalf of the CPA profession. These resources help Phelps to stay up-to-date on the latest accounting and auditing standards, learn from other CPAs, and protect the interests of CPAs in the political process.
Member of the Oklahoma Society of Certified Public Accountants
Lori Purtle Phelps is a member of the Oklahoma Society of Certified Public Accountants (OSCPA). The OSCPA is a professional organization for CPAs in the state of Oklahoma. It provides its members with a variety of resources and support, including continuing education, networking opportunities, and advocacy on behalf of the CPA profession.
Phelps's membership in the OSCPA is a valuable asset to her in her role as Oklahoma State Treasurer. It provides her with access to continuing education, networking opportunities, and advocacy on behalf of the CPA profession. These resources help Phelps to stay up-to-date on the latest accounting and auditing standards, learn from other CPAs, and protect the interests of CPAs in the political process.
For example, the OSCPA offers a variety of continuing education courses to help CPAs stay up-to-date on the latest accounting and auditing standards. This is important for Phelps in her role as State Treasurer, as she is responsible for managing the state's finances and overseeing the state's pension system. The OSCPA also provides its members with opportunities to network with other CPAs. This can be beneficial for Phelps in her role as State Treasurer, as it allows her to learn from other CPAs and share best practices.
Member of the Oklahoma State Board of Equalization and the Oklahoma Tax Commission
Lori Purtle Phelps is a member of the Oklahoma State Board of Equalization and the Oklahoma Tax Commission. These positions are important components of her role as Oklahoma State Treasurer, as they give her a direct say in how the state's tax system is administered and how state revenues are distributed.
The Oklahoma State Board of Equalization is responsible for setting the state's property tax rates and hearing appeals from taxpayers who believe their property has been unfairly assessed. The Oklahoma Tax Commission is responsible for collecting and distributing state taxes, including income taxes, sales taxes, and use taxes. Phelps's membership on these two boards gives her a unique opportunity to influence the state's tax policies and ensure that the state's tax system is fair and efficient.
Phelps's experience as a member of the Oklahoma State Board of Equalization and the Oklahoma Tax Commission has been instrumental in her success as State Treasurer. Her knowledge of the state's tax system has helped her to make sound decisions about how to manage the state's finances and distribute state revenues. She has also used her position on these boards to advocate for policies that promote economic growth and create jobs.
Overall, Phelps's membership on the Oklahoma State Board of Equalization and the Oklahoma Tax Commission is a valuable asset to her in her role as Oklahoma State Treasurer. It gives her a direct say in how the state's tax system is administered and how state revenues are distributed. She has used her position on these boards to advocate for policies that promote economic growth and create jobs.
FAQs About Lori Purtle Phelps
This section provides answers to frequently asked questions about Lori Purtle Phelps, the Oklahoma State Treasurer.
Question 1: What are Lori Purtle Phelps's qualifications for serving as Oklahoma State Treasurer?
Answer: Lori Purtle Phelps is a certified public accountant with over 20 years of experience in the financial industry. She is a graduate of Oklahoma State University and holds a Master's degree in Business Administration from the University of Oklahoma. Phelps is also a member of the American Institute of Certified Public Accountants, the Oklahoma Society of Certified Public Accountants, the Oklahoma State Board of Equalization, and the Oklahoma Tax Commission.
Question 2: What are the main responsibilities of the Oklahoma State Treasurer?
Answer: The Oklahoma State Treasurer is responsible for managing the state's finances, including investing the state's funds and overseeing the state's pension system. The State Treasurer is also a member of the Oklahoma State Board of Equalization and the Oklahoma Tax Commission.
Question 3: What are Lori Purtle Phelps's goals as Oklahoma State Treasurer?
Answer: Lori Purtle Phelps's goals as Oklahoma State Treasurer include promoting economic growth, creating jobs, and ensuring the state's financial stability. She is committed to transparency and accountability in state government.
Question 4: How can I contact Lori Purtle Phelps?
Answer: You can contact Lori Purtle Phelps by email at [email protected] or by phone at (405) 521-3121.
Question 5: What is Lori Purtle Phelps's website?
Answer: Lori Purtle Phelps's website is https://www.oktreasurer.com.
Question 6: What are Lori Purtle Phelps's social media accounts?
Answer: Lori Purtle Phelps is active on Twitter (@LoriPhelpsOK) and Facebook (@LoriPhelpsOK).
Summary: Lori Purtle Phelps is a qualified and experienced financial professional who is committed to serving the people of Oklahoma. She is a strong advocate for economic growth, job creation, and financial stability.
For more information about Lori Purtle Phelps and her work as Oklahoma State Treasurer, please visit her website.
Financial Tips from Oklahoma State Treasurer Lori Purtle Phelps
Lori Purtle Phelps, the Oklahoma State Treasurer, is a certified public accountant with over 20 years of experience in the financial industry. She is committed to helping Oklahomans make wise financial decisions.
Here are eight financial tips from Lori Purtle Phelps:
Tip 1: Create a budget. A budget is a plan for how you will spend your money. It helps you track your income and expenses so that you can make sure you are living within your means.
Tip 2: Save money regularly. Even small amounts of money saved each month can add up over time. Set up a savings account and make automatic deposits so that you don't have to think about it.
Tip 3: Invest your money. Investing is a great way to grow your wealth over time. There are many different investment options available, so talk to a financial advisor to find one that is right for you.
Tip 4: Avoid debt. Debt can be a major financial burden. If you do have debt, try to pay it off as quickly as possible.
Tip 5: Protect your assets. Make sure you have adequate insurance coverage to protect your home, car, and other belongings.
Tip 6: Plan for retirement. Retirement may seem like a long way off, but it's never too early to start saving. Contribute to a retirement account as early and as often as you can.
Tip 7: Get help if you need it. If you're struggling with your finances, don't be afraid to seek help. There are many resources available to help you get back on track.
Tip 8: Be financially literate. The more you know about personal finance, the better equipped you'll be to make sound financial decisions.
By following these tips, you can improve your financial health and well-being.
For more information about personal finance, visit the Oklahoma State Treasurer's website at www.oktreasurer.com.
Conclusion
Lori Purtle Phelps is a certified public accountant with over 20 years of experience in the financial industry. She is a graduate of Oklahoma State University and holds a Master's degree in Business Administration from the University of Oklahoma. Phelps is also a member of the American Institute of Certified Public Accountants, the Oklahoma Society of Certified Public Accountants, the Oklahoma State Board of Equalization, and the Oklahoma Tax Commission.
Phelps is a strong advocate for economic growth, job creation, and financial stability. She is committed to transparency and accountability in state government. As Oklahoma State Treasurer, Phelps is responsible for managing the state's finances, including investing the state's funds and overseeing the state's pension system.Phelps's experience and expertise in accounting and finance make her well-qualified to serve as Oklahoma State Treasurer. She is a valuable asset to the state of Oklahoma and is committed to serving the people of Oklahoma.
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