Pennsylvania School District

conference webcast

CPE Credits: 8-A&A

May 25, 2022
7:45 a.m.-4:00 p.m.

There is nothing easy about preparing or auditing school district financials. Never was and never will be. You need guidance on both regulatory and nonregulatory matters as well as updates on the latest issues affecting accounting in school districts. Put your trust in us: we have you covered. At PICPA’s 2022 Pennsylvania School District Conference you will get updates from the Pennsylvania Department of Education, review GASB changes, learn best practices on MD&A requirements, perfect how to communicate financials to boards, and much more.

Highlights

  • Pennsylvania Department of Education Update
  • GASB Update
  • Implementing the GASB Lease Standard: A Case Study
  • Demystifying Internal Controls – Avoiding Weaknesses
  • MD&A Requirements – Best Practices
  • Communicating Financials to Boards

Thanks to our 2022 sponsor Gallagher_Affinity_3D_stacked


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Featured Speakers

Wildasin, Matt

Matthew S. Wildasin, CPA
Principal
Boyer & Ritter LLC
Zahirovic, Senahid

Senahid Zahirovic, CPA
Director
Boyer & Ritter LLC

Matthew and Senahid will discuss the GASB Lease Standard

  • Overview of the standard
  • Several case studies from lessor and lessee perspective
  • Action items for implementation

2022 Agenda


7:45 a.m.
Conference Opens

8:00 a.m.

Pennsylvania Department of Education Update 1-A&A

  • A look at what’s happening inside the Pa. Department of Education and the Division of Federal Programs
  • Federal Updates – ESSERs information, 2022-23 ESSA allocations
  • Monitoring and data reporting for the ESSERs
cpamember

Susan McCrone
Division Chief
Pennsylvania Department of Education


8:50 a.m.

Accounting for School Money – GASB Update 1-A&A

  • An overview of the importance of government accounting
  • A brief review of the governance of governmental accounting standard setting
  • A review of GASB’s “Financial Reporting Model” project, including current developments
  • A review of school-district-specific elements of GASB’s standard-setting
Bergman, William

William Bergman
Adjunct Instructor
Loyola University Chicago


9:40 a.m.
Break

9:55 a.m.

Implementing the GASB Lease Standard: Case Studies for Consideration 1-A&A

  • Overview of the standard
  • Several case studies from lessor and lessee perspective
  • Action items for implementation
Wildasin, Matt

Matthew S. Wildasin, CPA
Principal
Boyer & Ritter LLC

Zahirovic, Senahid

Senahid Zahirovic, CPA
Director
Boyer & Ritter LLC


10:45 a.m.

Demystifying Internal Controls 1-A&A

  • Understanding internal control policies over compliance and procurement policies
  • Focusing on internal controls sampling
  • How the results of internal controls sampling affect compliance
Yuliya Ostapenko, CPA

Yuliya Ostapenko, CPA
Director, Nonprofit
CliftonLarsonAllen LLP


11:35 a.m.
Lunch Break

12:25 p.m.

MD&A Requirements – Best Practices 1-A&A

  • Explore the sources of authoritative guidance for management’s discussion and analysis
  • Review best practices for MD&A with practical examples
  • Discuss the status of the GASB Financial Reporting Model Reexamination project and potential changes to the MD&A
Jeff Kowalczyk

Jeffrey A. Kowalczyk CPA, CFE, CGAP
Partner
Barbacane, Thornton & Company LLP


1:15 p.m.

Year-End Close and Audit Preparation 1-A&A

  • Items to consider when preparing for your year-end close and audit process
  • Tips to make the year-end audit go smoothly
  • New pronouncements and standards that may impact your year-end
Pierce, Don

Donald J. Pierce, CPA
Partner
Mallie LLP


2:05 p.m.
Break

2:20 p.m.

Presenting Financial Information: Connecting with Others through the Numbers 1-A&A

  • Identifying what financial information is meaningful to a school board
  • Different ways to present financial information and how to make an impact
  • Other aspects of the audit that are important to communicate with school board
Gardner, Krista

Krista Gardner, CPA
Member of the Firm
SEK CPAs and Advisors


3:10 p.m.

Grants Management: Internal Controls and Compliance  1-A&A

  • Resources and information to assist with general program, stewardship, and fiscal management of federal and state pass-through funding
  • Identification and comparison of various types of grants
  • Understanding grant reporting and compliance
  • Identify best practices for establishing effective grant management
Hogan, Carl

Carl E. Hogan, CPA
Partner, Not-for-Profit and Government Group
BBD LLP


4:00 p.m.

See You Next Year


“I thought the section regarding the impact of COVID-19 was especially helpful. In times of such uncertainty, especially as a younger person in the field, it makes me feel a little more at ease knowing steps are being taken as a whole to make a 'new normal' more comfortable for both auditors and clients.”

Julia Grahn
Barbacane, Thornton & Company

Credits

CPE Credits: 8-A&A

Level: Update
Prerequisites: None

CLE Credits: This conference has been submitted for 6.5 Substantive CLE credits. Attorneys requesting CLE credits must include an additional $50.

Registration

PICPA Member: $345
Nonmember: $445
ClassPass: 8 hours
CLE Credits Fee: $50

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Use your ClassPass, ClassPass Mini, or Flex Account to register. Find more information about PICPA discounts.


CLE Credits
This conference has been submitted for 6.5 Substantive CLE credits. Attorneys requesting CLE credits must include an additional $50. 

CEUs
This conference has been submitted for 3 credits under the PASBO Professional Education Program.

Yellow Book Credits
Yellow Book credit assignments are provided as recommendations only. Pursuant to GAO guidance on Yellow Book credits, “Determining what subjects are appropriate for individual auditors to satisfy both the 80-hour and the 24-hour requirements is a matter of professional judgment to be exercised by auditors in consultation with appropriate officials within their audit organizations… Auditors and their supervisors should actively participate in selecting appropriate CPE subjects, but the audit organization is ultimately responsible for determining whether a subject or topic qualifies as acceptable for its auditors.”