Winter Governmental Auditing & Accounting Conference - 7.5 Tech & .5 [NT] – Webcast
Overview
This conference will cover a general overview of current developments in governmental auditing and accounting, and will provide the knowledge that governmental auditors need!
YELLOW BOOK: May qualify for Yellow Book CPE based on your unique audited entity.
Highlights
• Uniform Guidance and GAS Updates
• Financial Data Transparency Act
• Risk Assessment & Assertions
• All About Fraud: Case Studies & More in the Public Sector
• Arbitrage Rebate Compliance
• Public Sector Recruitment
• Compensated Absences and Other GASB Updates
Designed For
CPAs and accounting professionals working within the municipal environment and practitioners that complete governmental audits.
Objectives
To provide a general overview of current developments in governmental auditing and accounting.
January 27, 2025
General Session
- Welcome & Opening Remarks
This session is available to registrants only.
General Session
- Uniform Guidance and GAS Updates
Jodi Daugherty, CPA Audit Partner, Eide Bailly LLPJodi Daugherty
Jodi has worked in the government space for over 29 years and has experience working with various governmental entities, including
counties, cities, highway districts, school districts, housing authorities and institutes of higher education, working with several
governments that prepare and submit an Annual Comprehensive Financial Report to the GFOA every year.
As part of her career, Jodi has conducted single audits of federal awards, including Student Financial Aid, HUD programs, Department
of Transportation programs, the food service program and Title 1 and Title 6b programs just to name a few.
She spent 2 years on the AICPA's GAQC Executive Committee when all of the COVID funding was rolling out. Currently, she is
participating on the AICPA's State and Local Government Expert Panel.
edited 1/13/25
This session is available to registrants only.
General Session
- Financial Data Transparency Act
Jodi Daugherty, CPA Audit Partner, Eide Bailly LLPJodi Daugherty
Jodi has worked in the government space for over 29 years and has experience working with various governmental entities, including
counties, cities, highway districts, school districts, housing authorities and institutes of higher education, working with several
governments that prepare and submit an Annual Comprehensive Financial Report to the GFOA every year.
As part of her career, Jodi has conducted single audits of federal awards, including Student Financial Aid, HUD programs, Department
of Transportation programs, the food service program and Title 1 and Title 6b programs just to name a few.
She spent 2 years on the AICPA's GAQC Executive Committee when all of the COVID funding was rolling out. Currently, she is
participating on the AICPA's State and Local Government Expert Panel.
edited 1/13/25
This session is available to registrants only.
General Session
- Risk Assessment & Assertions
Alexandria Romero, CPA, MPAcc, Galasso Learning Solutions LLCAlexandria Romero
With nearly two decades of expertise in governmental and nonprofit accounting, Alex helps facilitate the development of governmental
training programs for Galasso Learning Solutions. Her engaging presentation style, passion for connecting with attendees, and ability
to make complex topics accessible have made her a sought-after educator in the field.
Prior to joining GLS, Alex worked for several governmental entities, served as an auditor for a public accounting firm, and earned both
a Bachelor's and Master's degree in Accounting from Colorado State University. Her contributions to the accounting field have been
widely recognized, including being named one of the Top 50 Women in Accounting (2022, 2023) and receiving the AICPA's Outstanding
Young CPA Award in 2022.
Alex serves on AICPA Council and is a member of the Governmental Performance Accountability Committee. She previously served
on the Emerging Professional Initiative Committee of the AICPA. She is currently serving as the Vice President of the Educational
Foundation Board of Trustees for the Colorado Society of CPAs and is a member of their Young Professional Council. Alex loves
Disney and running so in January 2024, she completed the 48.6 mile Dopey Challenge at Walt Disney World!
edited 1/13/25
This session explores the identification and assessment of risks and their relationship to management assertions, emphasizing the
enhanced risk assessment requirements under SAS 145. Attendees will learn practical approaches to understanding the entity’s
system of internal control, including the evaluation of design and implementation of controls, with special attention to the impact of IT
systems and automated controls. We will walk through the risk assessment process to identify risks, understand the assertions, and
respond to the risks.
This session is available to registrants only.
Breakout Session
- Break
This session is available to registrants only.
- All About Fraud: Case Studies & More in the Public Sector
Alexandria Romero, CPA, MPAcc, Galasso Learning Solutions LLCAlexandria Romero
With nearly two decades of expertise in governmental and nonprofit accounting, Alex helps facilitate the development of governmental
training programs for Galasso Learning Solutions. Her engaging presentation style, passion for connecting with attendees, and ability
to make complex topics accessible have made her a sought-after educator in the field.
Prior to joining GLS, Alex worked for several governmental entities, served as an auditor for a public accounting firm, and earned both
a Bachelor's and Master's degree in Accounting from Colorado State University. Her contributions to the accounting field have been
widely recognized, including being named one of the Top 50 Women in Accounting (2022, 2023) and receiving the AICPA's Outstanding
Young CPA Award in 2022.
Alex serves on AICPA Council and is a member of the Governmental Performance Accountability Committee. She previously served
on the Emerging Professional Initiative Committee of the AICPA. She is currently serving as the Vice President of the Educational
Foundation Board of Trustees for the Colorado Society of CPAs and is a member of their Young Professional Council. Alex loves
Disney and running so in January 2024, she completed the 48.6 mile Dopey Challenge at Walt Disney World!
edited 1/13/25
In this session, we will explore the most common types of fraud schemes affecting public sector organizations. Participants will
examine proven preventative measures, including internal controls, technology solutions, and policy frameworks that help deter
fraudulent activities. This session will incorporate interactive case studies and group discussions of recent public sector fraud cases.
This session is available to registrants only.
- Lunch
This session is available to registrants only.
- All About Fraud: Case Studies & More in the Public Sector, cont'd
Alexandria Romero, CPA, MPAcc, Galasso Learning Solutions LLCAlexandria Romero
With nearly two decades of expertise in governmental and nonprofit accounting, Alex helps facilitate the development of governmental
training programs for Galasso Learning Solutions. Her engaging presentation style, passion for connecting with attendees, and ability
to make complex topics accessible have made her a sought-after educator in the field.
Prior to joining GLS, Alex worked for several governmental entities, served as an auditor for a public accounting firm, and earned both
a Bachelor's and Master's degree in Accounting from Colorado State University. Her contributions to the accounting field have been
widely recognized, including being named one of the Top 50 Women in Accounting (2022, 2023) and receiving the AICPA's Outstanding
Young CPA Award in 2022.
Alex serves on AICPA Council and is a member of the Governmental Performance Accountability Committee. She previously served
on the Emerging Professional Initiative Committee of the AICPA. She is currently serving as the Vice President of the Educational
Foundation Board of Trustees for the Colorado Society of CPAs and is a member of their Young Professional Council. Alex loves
Disney and running so in January 2024, she completed the 48.6 mile Dopey Challenge at Walt Disney World!
edited 1/13/25
This session is available to registrants only.
- Arbitrage Rebate Compliance
Jennifer Córdova, Partner, Hawkins Delafield & Wood LLPJennifer Córdova
Jennifer is an attorney whose practice focuses on federal income tax matters relating to public finance. She acts as tax counsel in
connection with tax-exempt and other tax-advantaged financings. Jennifer enjoys assisting issuers and borrowers in navigating the
often confusing and constantly changing IRS rules that apply to tax-exempt and other tax-advantaged financings. She has experience
with many types of financings including capital project and tax and revenue anticipation financings for governmental entities,
transportation financings, multi-family housing financings, financings for nonprofit organizations, small manufacturing and exempt
facility financings, and qualified tax credit bond financings. Jennifer also has extensive experience providing advice with respect to
post-issuance tax compliance issues, including issues related to the private use, arbitrage, and rebate rules. She frequently assists
clients with the development and implementation of post issuance compliance policies. Jennifer also assists issuers and conduit
borrowers undergoing IRS audits of bond transactions and represents clients in other proceedings before the Internal Revenue Service.
edited 1/13/25
This session is available to registrants only.
- Break
This session is available to registrants only.
- Public Sector Recruitment
Tonya Moffitt, Partner, Merina + Co
Tonya Moffitt
Tonya Moffitt, CPA is a Partner of Merina+Co where she performs and manages governmental audits. She is the co-chair of the Accounting Standards Review Committee for the Oregon Municipal Finance Officers Association, OSCPA Governmental Accounting and Auditing Strategic Committee and a reviewer for the Government Finance Officers Association Certificate of Excellence in Financial Reporting awards program.
She teaches various continuing professional education classes to Certified Public Accountants, industry professionals, and students for the Association of International Certified Professional Accountants (AICPA), Oregon Society of Certified Public Accountants (OSCPA), Oregon Government Finance Officers Association (OGFOA) and various others.
(7/7/20)
This session is available to registrants only.
- Compensated Absences & Other GASB Updates
Tonya Moffitt, Partner, Merina + Co
Tonya Moffitt
Tonya Moffitt, CPA is a Partner of Merina+Co where she performs and manages governmental audits. She is the co-chair of the Accounting Standards Review Committee for the Oregon Municipal Finance Officers Association, OSCPA Governmental Accounting and Auditing Strategic Committee and a reviewer for the Government Finance Officers Association Certificate of Excellence in Financial Reporting awards program.
She teaches various continuing professional education classes to Certified Public Accountants, industry professionals, and students for the Association of International Certified Professional Accountants (AICPA), Oregon Society of Certified Public Accountants (OSCPA), Oregon Government Finance Officers Association (OGFOA) and various others.
(7/7/20)
This session is available to registrants only.
- Closing Remarks & Conference Adjourns
This session is available to registrants only.
Non-Member Price $385.00
Member Price $310.00