Governmental Accounting and Auditing Conference (IN-PERSON)
8.00 Credits
Member Price $274.00
Price will increase by $35 after 5/30
Non-Member Price $399.00
Price will increase by $35 after 5/30
Overview
*IMPORTANT: This is the in person registration option.
This CTCPA conference is designed to update practitioners and government finance officers in the area of governmental accounting and auditing.
Designed For
CPAs involved in governmental accounting and auditing. Also appropriate for government finance officers.
Notice
By registering for this program and, accordingly, receiving the eMaterials, you're acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy.
Tuesday, June 6
General Session
8:30am - 9:30am American Rescue Plan Act Compliance and Reporting Update
Elizabeth Gousse Ballotte Partner, PKF O’Connor Davies, LLPElizabeth Gousse Ballotte
Elizabeth Gousse Ballotte has more than 15 years of operational and organizational consulting and management experience. Liz specializes in development of DEI/ESG assessments and impact program office implementations across all industries and advises clients on environmental, social and governance matters, risk management, and compliance issues. Liz works with organizations on ESG framework development, policies and procedures, internal controls, and Board level ESG oversight.
Liz has conducted over 500 compliance and due diligence reviews for organizations across the U.S. She has experience working on federal grants/programs including ARPA, FEMA, Hurricane Sandy, Irene, and Lee. In addition, Liz has served as a Whistleblower Administrator for higher education clients. Her engagements have required her to perform internal control reviews, operational assessments, Board of Director workshops and grant compliance monitoring on a national scale.
She is an active member of the consulting industry, combining the areas of private foundation compliance reviews and management consulting. She assists clients in developing compliance programs that meet the demands of federal, state, and local regulations and prevent theft and other forms of corruption.
Liz has had articles published in The NonProfit Times and the NonProfit PRO. She also has participated in leadership roles on executive forums, workshops and symposiums.
Presented by: Elizabeth Gousse Ballotte - Partner at PKF O'Connor Davies Advisory LLC
Topics to be discussed-
• Expenditure Categories
• Compliance
• Reporting
• Close-out
This session is available to registrants only.
General Session
9:35am - 10:35am Peer Review Update
Justin Long Technical Manager-Peer Review Program, AICPAJustin Long
Justin Long is a Technical Manager of the AICPA Peer Review Program. He is responsible for technical reviews for the National Peer Review Committee and assists representatives from enrolled firms in addressing their peer review related questions. He also works on other projects for the National Peer Review Committee, such as the drafting of the clarified peer review standards.
Prior to joining the AICPA, Justin was an audit senior manager with FORVIS in Raleigh, NC. Justin holds both a Bachelor of Arts in Economics and History from the University of North Carolina at Chapel Hill and Masters in the Science of Accountancy from the University of North Carolina at Wilmington. He is currently licensed as a CPA in the state of North Carolina.
Presented by: Justin M Long, CPA - Technical Manager, AICPA Peer Review Program
The session will cover the most recent changes to the peer review standards as well as significant upcoming changes. The session will also go over the latest developments in governmental accounting and auditing that may need special attention in a peer review, along with what an be done to help ensure engagements under review are meeting the quality standards as well as common deficiencies identified by peer reviewers in the review of single audits.
This session is available to registrants only.
General Session
10:50am - 11:40am Ethics in Practice: Independence and Compliance
Jennifer Kappler Senior Manager, Professional Ethics, AICPAJennifer Kappler
In addition to leading her team and contributing to the strategic direction of the AICPA Ethics Division, Jennifer assists the Professional Ethics Executive Committee (PEEC) with ethics standard setting, member enrichment activities, and enforcement of professional standards. One of Jennifer’s passions is developing tools and practice aids to assist practitioners in applying ethics guidance.
Before joining the AICPA, Jennifer spent 10+ years working for regional, national, and international public accounting firms as well as state and local government. Jennifer is a graduate of the University of Louisville and anticipates receiving her Masters in Governmental Accountancy from Rutgers University in 2023. Jennifer is a licensed certified public accountant in Kentucky.
Presented by: Jennifer Kappler - Senior Manager, Professional Ethics at AICPA
Learn how recent revisions to the AICPA Code of Professional Conduct and pending projects could impact auditor independence. This session will also highlight ethics enforcement activities for government and single audit engagements, along with tips on how to avoid noncompliance.
Learning Objectives:
• Identify current and pending revisions to the AICPA’s independence standards
• Understand how to practically apply the new and revised guidance
• Recognize common mistakes in complying with ethical requirements
This session is available to registrants only.
General Session
12:15pm - 2:15pm GASB Update with a Deep Dive into SBITAs
Kara Deiana Assistant Project Manager, GASBKara Deiana
Kara Deiana is an assistant project manager with the Governmental Accounting Standards Board (GASB) in Norwalk, Connecticut. She is currently working on GASB projects related to the classification of nonfinancial assets, and the post-implementation review of Statement 87, Leases.
Before joining the GASB in June of 2022, Kara spent ten years working at the Office of the New York State Comptroller. She spent three and a half years working for the Bureau of Financial Reporting and was responsible for the preparation of the state’s Annual Comprehensive Financial Report and the implementation of Statement 87, Leases. She also spent over six years working for the Division of Local Government and School Accountability where she provided accounting and financial reporting guidance to local municipalities and worked with municipal auditors to ensure audits were conducted audits in accordance with Generally Accepted Government Auditing Standards (GAGAS).
Kara is a graduate of The State University of New York at Albany and is a New York State Certified Public Accountant.
Presented by: Kara Deiana, CPA - Assistant Project Manager, GASB
This session will give an overview of the GASB pronouncements that become effective in the coming fiscal years including Statements 94, 96, 99, 100, and 101. The session also will explain some of the projects on GASB’s current technical agenda and research agenda.
This session is available to registrants only.
General Session
2:30pm - 3:30pm Enhancing Good Cyber Hygiene Practices
Jeffrey Ziplow Principal, Business Risk Services, CLAJeffrey Ziplow
Jeff is a principal in the firm’s Business Risk Advisory service group. He has significant experience working with organizations to assess their IT security controls as they relate to business operations and helps to develop recommendations to mitigate risk. In this role, Jeff works with public and private organizations, municipalities and not-for-profits clients on cyber security risk assessments and provides insight and guidance on developing better operational and security practices. He also works with Attorney Generals from several states to provide guidance/support on cyber security matters.
Presented by: Jeffrey Ziplow, MBA, CISA, CGEIT - Principal, Business Risk and Cybersecurity Services at CLA (CliftonLarsonAllen LLP)
Cyber incidents continue to exponentially increase. Organizations need to work and think differently regarding their cybersecurity practices. This session will review the frequent types of cyber incidents, implications of a data breach, address security protocols that should be implemented and identify protocols to adopt to enhance cyber hygiene practices.
Learning Objectives:
1. Describe the new cyber-attack vectors.
2. Explain how and why attackers are targeting organizations.
3. Identify common cyber hygiene weaknesses.
4. Understand the implications of a data breach.
5. Learn about implementing better cyber hygiene practices.
This session is available to registrants only.
General Session
3:35pm - 4:25pm Single Audit Update
Kyle Connors Director, Marcum LLPKyle Connors
Kyle Connors is an assurance director in the Providence, Rhode Island, office. He has more than 10 years of experience in public accounting, with significant expertise in municipal auditing and financial reporting matters. In addition, Mr. Connors leads assurance engagements for not-for-profit organizations, utility districts, public housing authorities, schools, and redevelopment authorities.
Mr. Connors has extensive Uniform Guidance experience, testing for compliance in the administration of federal education grants, HUD grants, and federally funded capital loan programs. He also has extensive experience performing program specific audits for both public and for-profit companies. Throughout his tenure in municipal accounting, Mr. Connors has worked closely with the State of Rhode Island, implementing Uniform Chart of Accounts guidance as well as the new Annual Supplemental Transparency Portal reporting.
Mr. Connors works within the firms quality control group ensuring that newly enacted GASB and FASB standards are properly implemented. He also serves as a team member on peer review engagements, assisting in performing peer reviews and both pre and post issuance reviews for firms across New England.
Erica Olobri
Erica M. Olobri is a partner in the Firm’s Providence office. She has more than 18 years of experience in managing, conducting, reviewing and analyzing financial data within various companies and organizations. She spends a significant amount of time on audits of state agencies, governments, healthcare organizations, not-for-profit organizations, real estate entities and small businesses.
Ms. Olobri enjoys working directly with her clients on providing guidance on the implementation of new accounting pronouncements, evaluating internal controls and also providing consulting services throughout the year.
Ms. Olobri is an active peer reviewer under the AICPA Peer Review program, and has conducted a number of reviews for variety of CPA firms.
Presented by: Kyle Connors, CPA - Director at Marcum LLP
Erica M. Olobri, CPA, MPAC - Partner at Marcum LLP
More details coming soon
This session is available to registrants only.
Non-Member Price $399.00
Member Price $274.00