Pennsylvania School District

conference webcast

Afternoon Session Replays

June 2, 2020
8:00 a.m. - 11:35 a.m.

June 2, 2020
12:25 p.m. - 4:00 p.m.

CPE Credits: 3-A&A; 1-Other • PICPA Member: $172  -  Nonmember: $272

2020 Speakers

Peter Amuso
Jeff Kowalczyk
Edward Diasio
Tim Nugent
Scott Porter
Megan Thompson
Christopher Turtell, CPA

Replay Agenda

Understanding the Auditor’s Responsibility Related to Actuarial Reports
  • Overview of standards from audit and actuarial perspectives
  • Understanding differences in measurement date, valuation date, and reporting date
  • Understanding underlying actuarial assumptions required for the calculations
  • How participation in statewide plans impacts the audit


Tim Nugent 
Timothy J. Nugent, FSA, EA, MAAA
Consulting Actuary
Scott Porter 
Scott F. Porter, FSA, EA, MAAA
Principal, Consulting Actuary
Uniform Grant Guidance – Are You Prepared?
  • Most recent changes in Uniform Grant Guidance
  • What you need to be prepared as an auditee
  • Items to consider as the auditor
  • Five tips for success


Megan Thompson 
Megan N. Thompson, CPA
Herbein + Company Inc.
Christopher Turtell, CPA 
Christopher M. Turtell, CPA
Herbein + Company Inc.
......... 15-Minute Break 
Strategies to Deal with Financial Impact of COVID-19 on School Districts 
  • Recommended approaches for reducing expenditures and/or raising revenues in economically challenging times
  • How to leverage your strategic plan to better analyze budgeted programs and expenditures for alignment
  • Additional resources available to help navigate challenging financial times including tools, articles, and videos


Bubness, Matt 
Matt Bubness
Senior Manager, Research and Consulting Center
Government Finance Officers Association
Kavanaugh, Shayne 
Shayne Kavanagh
Senior Manager, Research
Government Finance Officers Association
Yellow Book and Its Impact on Firms and Districts


Daniel W. Bradley, CPA
Young Oakes Brown & Co. PC

“This conference keeps me updated on upcoming changes, which will help me plan and prepare for current and future audits.”

Denise Sheetz, CPA
Albert Gallatin Area School District


CPE Credits: 3-A&A; 1-Other

Level: Update
Prerequisites: None

Additional Credits

CLE Credits: This conference has been submitted for 3-Substantive CLE credits. Attorneys requesting CLE credits must include an additional $25.

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.”

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


8:00 a.m.-11:35 a.m. Webcast - Course No. 148304
12:25 p.m.-4:00 p.m. Webcast - Course No. 148305

PICPA Member: $172
Nonmember: $272
CLE Credits: $25

ClassPass      flexAccount200x75

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