PA School District Conference

May 31, 2018
7:45 a.m. - 4:00 p.m.

PICPA Education Center
Philadelphia - Map it

CPE Credits

Thanks to all of our 2018 speakers and attendees for a great conference! On-Demand sessions will be available shortly.


“This conference addresses current and relevant topics, which will help me with budgeting, the year-end audit, and planning for the future.”

- Edward A. Barnes, CPA | Fairview School District


Conference attendees - Conference materials are available in Course Materials in My Account.



Additional Credits:
kThese sessions may qualify for Yellow Book CPE credits. Determining which sessions qualify for the Yellow Book 24-hour requirement are made on an auditor-specific basis depending on the auditor's Yellow Book clients.
CEUs: This conference has been submitted for 3 credits under the PASBO Professional Education Program.


7:15 a.m.
Breakfast and Check-in
7:45 a.m.
Greetings from PICPA Leadership
8:00 a.m.
k  How to Stay Ahead of the Game with GASB: What’s New & What’s Coming Down the Pike
  • Practical implication of GASB pronouncements from both the auditor and actuary points of view
  • GASB 75 - OPEB Implementation and Best Practices
  • GASB 84 - Fiduciary Activities Standard
  • GASB 87 - Leases Standard
Joshua R. Mayhue, FSA, EA, MAAA
Consulting Actuary
Conrad Siegel Actuaries
Matthew S. Wildasin, CPA
Boyer & Ritter LLC
9:20 a.m.
g  Politics and the Role It Plays in an Independent Audit
  • What auditors should be communicating to elected officials when issues impact credit worthiness and funding
  • The responsibility of independent auditors when communicating audit results in a politically-charged environment
  • Going concern issues related to governments when political decisions impact financial condition
  • Your responsibility as an independent auditor in understanding how the political environment impacts audit planning and procedures

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Pamela W. Baker, CPA, CGFM
Barbacane Thornton & Company LLP
10:40 a.m.
g  k  Pennsylvania Department of Education Federal Programs Update
  • Straight from the Source: An update from the Pennsylvania Department of Education, Division of Federal Programs
  • Tips on transitioning to Every Student Succeeds Act (ESSA)
  • Top ten monitoring findings so you can avoid them
  • Challenges in Uniform Guidance implementations
Susan McCrone
Pennsylvania Department of Education, Division of Federal Programs
11:30 a.m.
12:20 p.m.
g  The Impact of the New Federal Tax Reform on Pennsylvania School District Financing
  • Municipal bond and other key provisions in the new law
  • Effects of the key provisions in the new tax reform on Pennsylvania school district financing
  • Pennsylvania school district financing overview
Michael C. Lillys
Managing Director
RBC Capital Markets
Daniel C. O’Brien, JD
RBC Capital Markets
1:15 p.m.
k  Financial Statement Disclosures: What You Need to Know
  • Common pitfalls and practical issues in creating financial statement disclosures
  • How to incorporate new disclosures
  • The effect of recent GASB pronouncements on disclosures
Jeffrey A. Kowalczyk, CPA, CFE, CGAP
Barbacane Thornton & Company LLP
2:10 p.m.
k  Single Audit Strategies
  • An inside look at the most common deficiencies found by auditors
  • Ways to improve audit efficiency
  • Peer review deficiencies
  • Data Collection Form considerations

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Christopher N. Herr, CPA
Maillie LLP
3:05 p.m.
g  Data Deep Dive—Fraud & Data Analytics
  • Identify and use innovative data analytic techniques to get more value from your district’s data
  • Hide and seek: How to use data analytics to detect fraud by uncovering hidden patterns, correlations, and other insights
  • Use fuzzy matching techniques to correlate data without exact matches
  • Use of new data analytic tools such as word clouds to go beyond the numbers
  • Live demonstration: How to use different web-based programs
Follow along with the speakers as they show you how to use a web-based program to detect fraud.
Amanda J. Bernard, CPA, CFE, CMA
Maillie LLP
Anthony W. Rapp, CPA, CFE, CGMA
Maillie LLP
4:00 p.m.
See You Next Year