Membership
Become a Member
Join as an Individual
Join as a Firm
Member Benefits
Connect & Achieve
Volunteers & Committees
Awards & Recognition
Alliances
PICPA Connect Discussion Boards
CPE & Events
Courses & Events Search
Featured Courses & Events
Conferences
Annual Meeting
Discounted CPE
CPE Bundles
Complimentary CPE
Advocacy & Pipeline
Professional Issues Tracker
Pennsylvania CPA Foundation
Make an Impact
Programs & Resources
Student Scholarships
CPA Exam & Licensing
Government Relations
Legislative Accomplishments
Get Involved
Legislative Update Newsletter
CPA-PAC
Support Our Mission
Delegation of Funds
Annual Reports
Professional & Technical Standards
Professional Ethics
Comment Letters
Testimony
Professional Resources
Career Center
Practice Management
MAP Survey
Peer Review
Business Solutions & Discounts
Diversity & Inclusion
Research & Publications
Insights Research & Whitepapers
Pennsylvania CPA Journal
CPA Now Blog
Knowledge Hub
Tax Resources
Licensing
Renew Your License
CPE Requirements
Reactivate Your License
About Us
Who We Are
Leadership & Governance
Meet the PICPA Team
Bylaws & Financial Statements
Contact Us
Sponsorships & Advertising
Join Our Team
FAQs

Ready to become a member?

When autocomplete results are available use up and down arrows to review and enter to select.

Join PICPA

Cart

Membership
Become a Member
Join as an Individual
Join as a Firm
Member Benefits
Connect & Achieve
Volunteers & Committees
Awards & Recognition
Alliances
PICPA Connect Discussion Boards
CPE & Events
Courses & Events Search
Featured Courses & Events
Conferences
Annual Meeting
Discounted CPE
CPE Bundles
Complimentary CPE
Advocacy & Pipeline
Professional Issues Tracker
Pennsylvania CPA Foundation
Make an Impact
Programs & Resources
Student Scholarships
CPA Exam & Licensing
Government Relations
Legislative Accomplishments
Get Involved
Legislative Update Newsletter
CPA-PAC
Support Our Mission
Delegation of Funds
Annual Reports
Professional & Technical Standards
Professional Ethics
Comment Letters
Testimony
Professional Resources
Career Center
Practice Management
MAP Survey
Peer Review
Business Solutions & Discounts
Diversity & Inclusion
Research & Publications
Insights Research & Whitepapers
Pennsylvania CPA Journal
CPA Now Blog
Knowledge Hub
Tax Resources
Licensing
Renew Your License
CPE Requirements
Reactivate Your License
About Us
Who We Are
Leadership & Governance
Meet the PICPA Team
Bylaws & Financial Statements
Contact Us
Sponsorships & Advertising
Join Our Team
FAQs

Presentations to Boards: Maximizing MD&A and PAFR (Local Government Conference)

ON-DEMAND

Online

1-A&A
CPE Credits

Hear Lisa Myers, CPA, CFE, MAFF and Jill Gilbert, CPA, cover the following:

Learn to improve your presentation skills and address common board member concerns.

CPE on your time line! Learn about:

Popular Financial Report
- What is it and how does it work?
- Importance of PAFR's
- Reasons to participate
- Costs and benefits
School board presentations
- Presentation tips
- Review of financial statements
- Management letters

Registration

PICPA Member: $29
Nonmember: $39

More Information

Course No. ON-DEMAND Level: Update

Prerequisites:

None

Notes

You will have up to 90 days after the date of purchase to complete the course and take the exam.

Speaker(s)

Lisa Myers

COO

LISA A. MYERS, CPA, CFE, CFFA, FCPA

Partner

Boyer & Ritter CPAs

Lisa is a Principal of Boyer & Ritter and serves as Chair of the firm’s Advisory Services group. Her expertise in providing financial reporting, control, risk, and process improvement has benefited public and private sector entities for more than three decades.

Lisa also has extensive experience in providing fraud and forensic accounting services. She has served as the lead investigator on white-collar crime investigations, which has resulted in the discovery of over $ 6,000,000 of misappropriated assets.

Lisa is a Member of the AICPA’s National Commission on Diversity and Inclusion Committee and is a Past President of the PICPA. Currently, she serves as Chair of the PICPA Education Committee and is a member of the PICPA Transaction Advisory Services Committee.

Jill Gilbert

Partner

Jill E. Gilbert, CPA
Partner
Trout Ebersole & Groff LLP

Jill joined Trout, Ebersole & Groff, LLP after graduating from Elizabethtown College with a Bachelor of Science degree in Business Administration with concentrations in Accounting and Finance, and
a math minor. As a partner,Jill is chair of the firm's Governmental Practice Group and serves on the Employee Benefits Practice Group. She also serves on the firm's Business Development Committee, Audit Efficiency Committee, and Quality Control Committee.

As a professional, Jill is often called upon to speak at various conferences and workshops on both the state and local levels.

Jill is also an active member of the community. She is a member of the Elizabethtown Rotary Club and the vice-chairman of the Elizabethtown Fire Company Endowment Fund.

Jill enjoys activities with her family, golf, reading, and the beach. She lives in Elizabethtown with her husband and two children.