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

CPE

CPE Credits
1-A&A

Details

 Pricing

PICPA Member: $29 | Nonmember: $39


 More Information

Course No.
ON-DEMAND
Level
Update
Prerequisites
None
Note

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

Description

If you attended the Local Government Conference on July 13-14, 2015, this course would be considered a duplicate and cannot be used towards your CPE requirement.

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


Speaker(s)

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

Partner

Boyer & Ritter CPAs

 

Lisa has over 22 years of experience providing auditing, accounting and consulting services to associations, civicand community societies, charitable organizations, educational institutions, community foundations, social clubs,and governmental entities. She is an integral part of B&R’s Government Services Group and has extensive experience serving clients who are subject to the Single Audit Act Requirements.

 

Lisa is also a key part of B&R’s Forensic, Valuation, and Litigation Support Services Group and has extensive experience serving those in need of fraud and forensic accounting services. She served as the lead investigator on white collar crime investigations which to date has resulted in the discovery of over $4,500,000 of misappropriated assets.

 

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.


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