Total Credits: 16 including 8 Accounting - Technical, 8 Auditing- Technical
DAY 1
8 a.m. GASB Supplies List: Gather the Tools You Need
Blake Rodgers, CPA/Audit & Assurance Partner/Deloitte & Touche LLP/Dallas
We are closing a year and getting ready for the new one. Do you have the supplies you need to implement GASB’s upcoming standards? This session walks you through the issued, but not yet effective, GASB standards and gives you the heads-up you need to be prepared.
9:30 a.m. State Aid and Schools First: The 10 Most Common Issues that Arise for School Business Officials
Becky Bunte, CAE, CTSBO, SFO/TASBO/Austin
Amanda Brownson, Ph.D./Associate Executive Director/TASBO/Austin
We’ll review the most common challenges school districts face in managing the state aid and Schools First systems. Tips and tools are provided on best practices to avoid problems, verify state aid and keep your district on the right track.
10:30 a.m. Break 10:45 a.m. Ahhh! The Regulators are Coming!
David Marx, CPA/Director/Texas Education Agency/Austin
Sara Kohn, CPA, MBA, RTSBA/Texas Education Agency/Austin
This session provides updates on the activities of the Texas Education Agency, which includes an update of the ESSA reporting requirements, FIRST, the Resource Guide and any regulatory happenings. You’ll review requirements for complying with the new Every Student Exceeds Act (ESSA) per pupil expenditure and new tools to retrieve financial information for districts.
12:15 p.m. Networking Lunch
1:15 p.m. Fraud Awareness - Staying Ahead of the Schemes
Leslie Wilks Garcia, CPA/First Assistant County Auditor/Harris County, Texas
The unique environment in which school districts operate creates unique opportunities for fraud. Learn how to minimize the opportunity for fraud by identifying areas of vulnerability and developing effective internal controls.
2:45 p.m. Break
3 p.m. More Music, Less Noise
Elisa M. Gilbertson, CPA/Manager/Weaver/Milwaukee
How do we incorporate data analytics into our everyday roles so that we get the most benefit with the least amount of disruption? This session discusses how to design data analytics processes to remove the “static” in your role.
4 p.m. 2018 Yellow Book ... What You Need to Know
Robert Belt, CPA, CGMA/Managing Partner/Belt Harris Pechacek, LLLP/Houston
Stephanie E. Harris, CPA, CGMA/Partner/Belt
Harris Pechacek, LLLP/Houston
Mike Brotherton, CPA/Partner/Belt
Harris Pechacek, LLLP/Houston
Learn about the 2018 Yellow Book and what has changed since the last publication in 2011. This session addresses changes from both the auditor and auditee perspectives. GASB 84: Auditor’s Guide to Implementation Blake Rodgers, CPA/Audit & Assurance Partner/Deloitte & Touche LLP/Dallas GASB’s standard on fiduciary activities provides detailed, conceptual guidance on which activities should be reported in fidu- ciary funds, a government’s own funds or not be included in the financials at all. In this session for auditors, you’ll discuss the audit implications and audit steps related to GASB Statement No. 84. 5 p.m.
Adjourn
DAY 2
8 a.m. Complying with the “Big 3” in School Business
Guadalupe R. Garcia, CPA/Partner/Whitley Penn, LLP/Houston
The largest federal programs that ISDs administer include Child Nutrition, Special Education and Title I. This session covers the compliance requirements that are financial in nature, and methods to comply with and audit these areas.
9:30 a.m. Audit Quality
Brittney Williams, CPA, CGFM/Audit Partner/HeinfeldMeech/Phoenix
The AICPA Governmental Audit Quality Center (GAQC) presents the most recent audit quality issues, along with projects to help improve them. Study the current report card as it relates to governmental audits with an emphasis on Single Audits. Discover the proper documentation needed, what peer reviewers are finding and how to audit beyond the checklist.
10:30 a.m. Break
10:45 a.m. What’s on the Horizon for Procurement and the Texas Public Information Act?
Sarah Langlois/Partner/KBS Law Group/Houston
Attendees will hear from an experienced school law attorney on recent updates and legislative changes to the areas of procurement and the Texas Public Information Act.
12:15 p.m. Networking Lunch
1:15 p.m. Legislative Update
Tracy Ginsburg, Ed.D., CAE/Executive Director/TASBO/Austin
The 86th Texas legislative session focused on school finance reform and addressed various other components of the Education Code. You’ll receive an update on the most pertinent law changes.
2:15 p.m. Ask the Experts
3:15 p.m. Adjourn
Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (487.5 KB) | Available after Purchase |
Blake Rodgers - GASB Supplies List Updated.pdf (1.1 MB) | Available after Purchase |
Amanda Brownson and Becky Bunte - State Aid and Schools First_The 10 Most Common Issues (1.1 MB) | Available after Purchase |
Sara Kohn - Ahhh The Regulators are Coming (1.1 MB) | Available after Purchase |
David Marx - Ahh The Regulators are Coming (1.4 MB) | Available after Purchase |
Leslie Wilks Garcia - Fraud Awareness (1.4 MB) | Available after Purchase |
Elisa Gilbertson - More Music, Less Noise (1 MB) | Available after Purchase |
Blake Rodgers - GASB 84 Auditors Guide to Implementation.pdf (669.9 KB) | Available after Purchase |
Lupe Garcia - Complying with the Big 3 (4.3 MB) | Available after Purchase |
Brittney Williams - Audit Quality (2 MB) | Available after Purchase |
Sarah Langlois - What's on the Horizon for Procurement and TPIA (4.4 MB) | Available after Purchase |
Tracy Ginsburg - Legislative Update (775.8 KB) | Available after Purchase |
Survey (PDF) (244.9 KB) | Available after Purchase |
2019 TXCPA School Districts Brochure (1.2 MB) | 6 Pages | Available after Purchase |
5 |
|
4 |
|
3 |
|
2 |
|
1 |
|