School Districts Conference MAY 12, 2014 Sacramento and Webcast
CONFERENCE OVERVIEW
Overview: This comprehensive one-day event is a must for all accounting and finance professionals who serve school districts. Get handson guidance from government speakers and industry experts who will share their knowledge and insights on the topics you need to know, such as Local Control Funding Formula, state compliance letters and GASB 68. This year, we’ve added another of the popular Boot Camp sessions, for those who are new to school district audits or want to refresh their understanding of this highly specialized field.
AGENDA {AT-A-GLANCE} 08:30 08:35 09:50 10:00
11:00 12:10 01:10 02:40 02:50
Designed for: Senior-level staff and partners responsible for school district audits, large-district business staff, school district fiscal directors, county office business officials and school board members. Credit Information: CPE: 8 Hours AA: 8 Hours YB: 8 Hours Level: Update Prerequisites: None
04:30
Welcome and Introductions Local Control Funding Formula Overview Break Local Control Funding Formula: Practical Applications from the CDE OR Boot Camp Part 1: State and Federal Compliance State Controller’s Office and K-12 Audit Guide Update Lunch (provided) California Department of Education Update Break GASB 68: Pensions OR Boot Camp Part 2: School District Financial Statements and Internal Controls Adjourn
08:30
Welcome and Introductions
12:10
Lunch {provided}
Aubrey W. King, CPA Wilkinson Hadley King & Co. LLP
01:10
California Department of Education Update Learn about the revisions in the 2013 California School Accounting manual that are most likely to impact your work. Plus, learn about the new omni circular implications for LEAs, LCFF accounting topics, GASB 65 and other emerging issues.
Shilo F. Gorospe, CPA Vavrinek Trine Day & Co. LLP 08:35
Local Control Funding Formula: Overview Signed into law in July 2013, the Local Control Funding Formula is one of the biggest reforms to hit California’s school funding system in decades. Learn what it is, how it works, and what important changes it entails. 02:40 John D. Gray, CIA President School Services of California Inc.
09:50
{Break}
10:00
{Concurrent Sessions}
02:50
Robin Madsen, CPA Chief Financial Officer CalSTRS Julian Robinson, EA, FSA, MAAA Senior Pension Actuary CalPERS {OR}
{OR}
Boot Camp Part 2: School District Financial Statements and Internal Controls Review key GASB standards, risk assessment, auditing review, long-term debt and other important introductory topics.
Boot Camp Part 1: State and Federal Compliance Are you new to school audits? Learn the basics of state and federal compliance and get your questions answered during this interactive session.
Christy White, CPA Christy White & Associates
Aubrey W. King, CPA Wilkinson Hadley King & Co. LLP
Kirk H. Ochoa, CPA California State Controller’s Office Arlene Matsuura California Department of Education Royce Townsend, CPA Vavrinek Trine Day & Co. LLP
{Concurrent Sessions}
John F. Georger, Jr., CPA, CIA The Pun Group Accountants and Advisors
Peter Foggiato, CPA Director of School Fiscal Services Division California Department of Education
State Controller’s Office and K-12 Audit Guide Update Make sure you are up to date on reporting requirements with this overview of the K-12 Audit Guide. You will learn about significant deficiencies, common reporting errors and more.
{Break}
GASB 68: Pensions GASB 68 drastically altered the accounting and reporting requirements for pension plans. Join industry leaders for an overview of the changes and get their insights on how school districts will be affected and the impact of liability.
Local Control Funding Formula: Practical Applications from the CDE Get the tools you need to implement Local Control Funding Formula reforms. You’ll receive practical guidance on resources, calculations and examples you can use for your school district.
11:00
Peggy O’Guin, CPA California Department of Education
04:30
{Adjourn}
SESSION DETAILS
SCHOOL DISTRICTS CONFERENCE HYATT REGENCY SACRAMENTO & WEBCAST MAY 12, 2014
Conference Planning Committee Shilo F. Gorospe, CPA Co-Chair Vavrinek, Trine, Day & Co., LLP Aubrey W. King, CPA Co-Chair Wilkinson Hadley King & Co. LLP Montserrat Carrillo Wilkinson Hadley King & Co. LLP Brenda A. Daddino, CPA M. Green & Company LLP, CPAs
Christine Davis California Department of Education Jamie Matthews, CPA Gilbert Associates, Inc., CPAs and Advisors Royce E. Townsend, CPA Vavrinek, Trine, Day & Co., LLP Taylor Ulrich, CPA Vicenti, Lloyd & Stutzman CPA P. Robert Wilkinson, CPA Wilkinson Hadley King & Co. LLP Christina Joy Zakarian, CPA Brochardt, Corona & Faeth
Hyatt Regency Sacramento 1209 L Street Sacramento, California 95814
REGISTRATION INFORMATION Register Online // WWW.CALCPA.ORG/SDC14 Contact CalCPA Education Foundation P.O. Box 45066 San Francisco, CA 94145-0066 Phone (800) 922-5272 Fax (888) 868-8558 Web calcpa.org Event Pricing Member $325 Nonmember $425 Conference Registration May 12 // Sacramento Event Code // 5141445A May 12 // Webcast Event Code // 5141445B
Discount Programs Save hundreds with Value-Priced Education (VPE) and Coupons. VPE 80 $1,295 CalCPA Member VPE 40 $795 CalCPA Member VPE 24 $675 CalCPA Member Coupon 10 $2,495 CalCPA Member Learn more about CalCPA discount programs, (800) 922-5272 or calcpa.org/discount Materials for this conference are provided in PDF format. You will receive an email which contains a link for accessing the materials at least three days before the conference.
Registration Policy All registrations are taken on a first-come, firstserved basis. The CalCPA Education Foundation reserves the right to refuse admission to any individual whose behavior it deems inappropriate. Cancellation Policy If you need to cancel your registration, you must cancel four business days prior to the event to receive a full refund. After that time a refund will be given less a $125 cancellation fee. No refunds will be given for no-shows. VPE no-shows will have the number of registered CPE hours deducted from their VPE credit. Coupon no-shows will forfeit the coupon used to register. For registration policies please go to calcpa. org/policies. Note: Topics and speakers are subject to change. For up-to-date information, please go to calcpa.org CalCPA Education Foundation is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or www.learningmarket.org.