Pennsylvania School District

conference webcast

See you in 2022!

Highlights

  • Pennsylvania Department of Education Update
  • GASB Update
  • Internal Controls in a Work-from-Home World
  • Assessing Internal Controls Over Compliance
  • COVID-19's Impact on Grant Compliance and the Single Audit
  • How to Prepare and Audit the MD&A
  • Bond Market Update
  • Codes of Ethics for Personnel Working with Schools: A Multiparadigm Approach for Ethical Dilemmas
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2021 Agenda

Featured Speaker

Fosu-Laryea, Edmund
Edmund Fosu-Laryea, CPA
Partner | BTCPA

Hear from Edmund Fosu-Laryea, CPA, on how to implement effective internal controls in a work-from-home world:

  • Adapting to remote work: why our typical way of work and communication are forever changed
  • Implementation of new checks and balances 
  • Protecting the assets of your organization and your most important asset: your employees
     

7:45 a.m.
Greetings from PICPA Leadership

8:00 a.m.

Pennsylvania Department of Education Update 1-A&A

  • A look at what’s happening inside the Pa. Department of Education
  • Federal updates
  • New administration changes
cpamember

Susan McCrone
Division Chief
Pennsylvania Department of Education


8:50 a.m.

GASB Update 1-A&A

  • Review of current issues
  • Exposure draft update
  • Examples of implementation
Christopher M. Turtell, CPA

Christopher M. Turtell, CPA
Partner
Herbein + Company Inc.


9:40 a.m.
Take a Breather

9:55 a.m.

Internal Controls in a Work-from-Home World 1-A&A

  • Adapting to remote work: our typical way of work and communication are forever changed
  • Implementation of new checks and balances for school districts and government agencies
  • Protecting the assets of your organization and your most important asset – your employees

Edmund Fosu-Laryea, CPA
Partner
Barbacane, Thornton & Company LLP


10:45 a.m.

Assessing Internal Controls Over Compliance 1-A&A

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

Yuliya Ostapenko, CPA
Director, Nonprofit
CliftonLarsonAllen LLP

Mo_Jimmy

Jimmy Mo, CPA
Partner
EisnerAmper

Krista Gardner

Krista Gardner, CPA
Member of the Firm
SEK


11:35 a.m.
Lunch Break

12:25 p.m.

COVID-19’s Impact on Grant Compliance and the Single Audit 1-A&A

  • Major grant programs available to school districts in Pennsylvania and their primary compliance requirements
  • How to prepare for financial audits and compliance audits for the year ending June 30, 2021, with a special emphasis on new or expanded single audit requirements
Jeff Kowalczyk

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


1:15 p.m.

Preparing and Auditing the MD&A 1-A&A

  • Financial statements, including the relationship of the statements to each other
  • Overall financial position and result of operations
  • Description of significant capital assets and long-term debt activity
  • Currently known facts, decisions, or conditions that are expected to have a significant financial impact
Stone, Bill

Bill Stone, CPA
Director of Business Administration
Council Rock School District

Hogan, Carl

Carl E. Hogan, CPA
Principal
BBD LLP


2:05 p.m.
Take a Breather

2:20 p.m.

Bond Market Update 1-A&A

  • Overview of the current bond market
  • What the future could look like
  • What action should school districts consider
James Schlesinger

James Schlesinger
Director
PFM Financial Advisors LLC


3:10 p.m.

Codes of Ethics for Personnel Working with Schools: A Multiparadigm Approach for Ethical Dilemmas 1-Ethics

Case studies of real-life ethical dilemmas, including issues related to the following:

  • Conflicts of interest with vendors (accepting gifts, favoritism)
  • Pressure to withhold information from school boards
  • Community preference of athletics over needed curricular budgetary items    
Stefkovich, Jacqueline

Jackie Stefkovich
Retired Professor of Education, Education Policy Studies Department
Penn State University 


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: 7-A&A; 1-Ethics

Level: Update
Prerequisites: None

Registration

PICPA Member: $345
Nonmember: $445
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.

Yello 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.”


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