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School Audit Conference - A Virtual Event

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8.00 Credits

Member Price $245.00

Price will increase by $45 after 4/27

Non-Member Price $310.00

Price will increase by $45 after 4/27

Overview

School districts have highly specialized needs, and whether you serve from the inside of a district or as an external auditor, it is essential that your knowledge be on the cutting-edge.  This conference offers strategies to improve audit quality by offering practical tools and resources from state and local experts who know what’s going on in Missouri school districts.

 

Designed For

• CPAs
• Auditors
• School Business Officials
• Other Professionals working with School District Audits

Notice

 

Thursday, June 5

General Session

- GASB Update

Joe Wicklund, Governmental Accting. Standards Board

Joe Wicklund

Joe Wicklund is a project manager with the Governmental Accounting Standards Board (GASB) in Norwalk, Connecticut. His current project assignments include Infrastructure Assets and Subsequent Events research. 
Before joining the GASB staff, Joe worked in higher education administration and finance in financial reporting roles for over 12 years at both public (GASB) and private (FASB) institutions. He was most recently the Associate Controller of New Jersey’s Rowan University, responsible for the coordination and preparation of the audited financial statements of the institution, its foundation, and other affiliated component unit entities. His previous experience also includes time at PricewaterhouseCoopers performing financial and compliance audits, primarily of higher education and not-for-profit entities. 
Joe received a Bachelor of Business Administration in Accounting from Temple University, and holds a Masters in Business Administration from Widener University. He is also licensed as a Certified Public Accountant in the State of Pennsylvania.

Credits: 1.5 - Accounting

This session is available to registrants only.

General Session

- DESE Update

Tammy Lehmen, Missouri Dept of Elementary & Secondary Educ.

Tammy Lehmen

Tammy Lehmen holds a Bachelor’s degree from Lincoln University and worked as a Bank Examiner for the State of Missouri prior to joining DESE as a School Finance Consultant in 2000. Her focus is on the Basic Formula, Classroom Trust, Small Schools, and Prop C payments and ensuring the data used in those calculations are reasonable and correct.

Credits: 1.5 - Accounting

This session is available to registrants only.

General Session

- Break

This session is available to registrants only.

General Session

- Component Units

Dean Mead, Carr, Riggs & Ingram, LLP

Dean Mead

With over 35 years of experience in government finance, including 24 years at the Governmental Accounting Standards Board (GASB), most recently as Assistant Director of Research and Technical Activities, and Coordinator for the Governmental Accounting Standards Advisory Council (GASAC), Dean has an unparalleled knowledge of accounting and financial reporting standards for state and local governments. Clients benefit from his technical expertise and unique aptitude for communicating about complicated topics in language that is easily understandable to anyone. Dean supports government clients in implementing new standards, answers clients' technical questions, provides accounting training for government staff and advisory firms, and supports the clients of CRI's consulting, audit*, and Single Audit services. He is a frequent and popular speaker at the conferences, seminars, and webinars of professional organizations and at CRI's own webinars and events.

Credits: 1 - Auditing

This session is available to registrants only.

General Session

- Lunch Break

This session is available to registrants only.

General Session

- AI and Auditing

Alan Anderson, ACCOUNT-ability Plus, LLC

Alan Anderson

Alan W. Anderson, CPA has over 25 years of experience in the accounting profession. After working primarily as a partner and National Director of Audit in the firm of McGladrey and Pullen, LLP and with the American Institute of CPAs as Senior Vice President of Member and Public Interest, Al founded ACCOUNT-ability Plus headquartered in Minneapolis. Prior to starting his new company, Al lead the firm of LarsonAllen, LLP in coordinating accounting and assurance services across industry groups as the Managing Principal of Accounting & Assurance Services. As President of ACCOUNT-ability Plus, Al is building a company to address the educational needs of auditors and to help push the vision of those he teaches to exceed client expectations by providing relevant services and meaningful information using real-time methodology. Al’s experience in the world of auditing reaches far and wide. This includes helping to standardize the global audit approach of McGladrey and Pullen, overseeing the AICPA’s technical audit and accounting standards, including self-regulation and the CPA examination and implementing paperless solutions. Al served as Chair of the AICPA Assurance Services Executive Committee for 6 years and continues to lead task forces of the Committee. Al graduated from Southwest State University in 1979 with a Bachelor of Science degree in Accounting.

Credits: 1.5 - Auditing

This session is available to registrants only.

General Session

- Cash Reporting Frameworks

Sabre Linahan

Sabre Linahan

Sabre joined Smith + Howard in 2002 and is a partner in our Tax practice. She is also a member of our Nonprofit and Construction groups, specializing in tax services for these organizations, while also serving many of the firm's middle-market and privately held clients.

Regarded as an influential leader in the industry, Sabre has been a speaker at the GSCPA Nonprofit Conference and at the Institute of Continuing Legal Education's Nonprofit Law Seminar.

She previously served as treasurer of Oasis of Life and serves as the immediate past chair-elect and governance committee chair for the Center for Family Resources.

Kaitlin Becker

Kaitlin Becker

Kaitlin joined Smith + Howard back in 2015 as an intern and is now a Senior Manager in our Assurance Practice. She is a member of the firm's nonprofit, real estate, construction, and manufacturing and distribution groups, focusing on financial statement audits and employee benefit plans.

She prides herself on the commitment and focus to the firm and our clients. She is also a member of the Young Leaders Program for the Associated General Contractors of Georgia and the Women in Pensions Network.

Credits: 1.5 - Accounting

This session is available to registrants only.

General Session

- Break

This session is available to registrants only.

General Session

- Legislative Update

Otto Fajin

Otto Fajin

Legislative Director | Missouri National Education Association

Credits: 1 - Auditing

This session is available to registrants only.

Non-Member Price $310.00

Member Price $245.00