Amid budget shortfalls, shifting revenue forecasts, and a torrent of new legislation, you stand at the tiller. Your fellow citizens rely on you to keep a steady hand as you steer the ship of state through these rough, financial waters. You can do this, and this year’s Governmental Accounting & Auditing Conference will help. You’ll find the knowledge you need to chart your course to the safe harbor on the other side of the pandemic.
Day One—Accounting Updates On the Port Bow
Get critical guidance on GASB Statement 87, governmental financial updates, and insight into what the GASB is working on now from GASB Supervising Project Manager, Pamela Dolan.
Day Two—Squall About Audit
Learn the latest on CARES Act performance audits and single audits, as well as best practices for establishing internal audits.
Check out the schedule, mark your calendar, and register today!
- GASB Update
- Governmental Leases
- Single Audits
- Cares Act
- Performance Audit
Governmental accounting and auditing professionals and CPAs
Keep up with new standards and current trends affecting local governments.
We are offering the option of attending just one day for $275. Call 425-644-4800 to get this special pricing.
Tuesday, April 27
The GASB is back to provide an update on projects and current and upcoming standards. There are several projects on the GASB’s current technical agenda which potentially have far reaching ramifications for Washington entities. Pam Dolan will give an overview of the GASB pronouncements that will become effective in the upcoming fiscal years. Plus, discover some of the projects on GASB’s current technical and research agendas.
During this session, Martin Wurm will share Moody’s Analytics’ current view of the U.S. economy, with a specific focus on the government sector.
Power Pivot provides unparalleled options for analyzing data and preparing summary reports in Excel. With Power Pivot, available in Microsoft Office Professional Plus or the standalone version of Excel, your PivotTable reports become even more powerful. Power Pivot can connect directly to many common external data sources or can be used in conjunction with Power Query for superior data import and transformation capability. DAX functions allow users to create sophisticated calculations, both columns and measures, and the relational functionality of Power Pivot provides all the tools necessary for creating an intermediary database from multiple data sources.
You will also learn how you can link data into Power BI and do financial data analysis with ease. From there, you will learn how to build even more sophisticated reports from differing types of data and how you can apply sophisticated filters to meet your exact reporting needs. Put Power Pivot and Power BI to use immediately by participating in this very practical session, which is sure to help you improve your analytical and reporting processes.
Wednesday, April 28
The COVID-19 pandemic and resulting rounds of federal funding has introduced new challenges in operating and complying with federal grant programs as awards were made before rules were written. During this session, hear about some of the key issues that auditors and auditees have been confronted with as new federal programs and assistance has unfolded. Discover some of the changes to compliance audits of federal awards as a result of the issuance of the OMB 2020 Compliance Supplement and the subsequent Addendum to the Supplement released in December 2020. Lastly, learn about updates to Uniform Guidance that were released in 2020.
After this session you will be able to:
· Evaluate key issues related to COVID-19 federal funding and grant programs.
· Describe new or updated compliance related matters included in the 2020 Compliance Supplement and Addendum.
· Identify changes made to Uniform Guidance and how they apply to government entities.
Discover predicted cybersecurity risks for 2021 and dive into some of the ACH fraud and ransomware trends experienced in Washington State.
In response to the COVID-19 pandemic, GAO issued two alerts that highlight Yellow Book audit considerations given the circumstances related to the pandemic and the CARES Act. This talk will focus on the details of those alerts and other developments that may affect future revisions of Government Auditing Standards.
Explore the auditing challenges and potential solutions presented because of the COVID-19 pandemic environment, including the accelerated use of technology and audit data analytics tools.
During this session we will define and explore the purpose, value, and goals of an internal audit function in a government context. Learn about key aspects of establishing and maintaining an internal audit function such as organizational structure, independence versus objectivity and applicable standards. Uncover the key tools and approaches, with examples, used by internal auditors to help organizations improve their efficiency and effectiveness.
The pandemic has brought with it a pandemic of new fraud schemes. During this session, we’ll look at the latest and largest frauds, the COVID-19-related fraud schemes, and what you can do to protect yourself and your organization.
Amy has practiced in public accounting and private industry since 1999. She is a member of the firm’s Government and Not-For-Profit Group and focuses on delivering assurance and business consulting services to a variety of not-for-profit entities, governmental entities, and Tribal governments and organizations. Her expertise includes GAAP pertinent to not-for-profit and governmental entities; federal compliance audits; and regulatory and statutory accounting and reporting. In her role in the firm’s national office, she supports the firm’s assurance practice by participating in technical consultations on complex audit and accounting matters; and monitoring for updates to audit and attestation techniques and methodology, and changes in federal program compliance requirements. She also assists in managing continuing education programs on a variety of subjects for all levels of assurance professionals.
Candi Avery, CPA, CGMA, is an audit shareholder at Clark Nuber P.S. a large local accounting firm located in Bellevue, Washington. She has 20 years of experience focused exclusively on providing audit and consulting services to the not-for-profit sector. She routinely speaks on complex accounting issues, federal grant compliance, enterprise risk management, board governance, internal controls and fraud prevention.
Candi currently serves on the planning committee for the AICPA National Governmental and Not-for-Profit Training Program Conference. She is also a member of the CFOS Foundation Board of Directors and has previously served on the Fred Hutch planned giving advisory committee and on the Washington Chapter of the Association of Fundraising Professional’s board as its Treasurer.
Candi received her Bachelor’s degree in accounting from Western Washington University and is member of Seattle’s Leadership Tomorrow Class of 2016. She lives in Maple Valley, Washington with her husband and two active boys who enjoy baseball, boating and traveling to warm places.
Jordan is a Senior Consultant with Merina+Co, a Portland-area assurance and advisory services firm specialized in providing services and solutions to government. Jordan brings a unique and varied background in consulting to Merina+Co’s Advisory Services practice, focused on helping government improve the efficiency and effectiveness of their operations through a wide variety of practical and solutions-based consulting services. This has included internal audit assistance; organizational assessments; process improvement; risk assessments; long-term financial planning, analysis and assistance; internal control reviews and documentation; performance audits; facilities assessments and long-range planning, project management; and change management. Jordan has nine years’ experience providing a wide variety of consulting services to local, regional, and state government. In addition to his experience providing consulting services in the areas of organizational efficiency and effectiveness, he has experience in capital project planning and delivery, project management, asset management, and engineering.
Lisa Lam has been with the Port of Seattle since leaving Deloitte & Touché in 2005. Lisa is the Assistant Director of Accounting & Financial Reporting. Lisa is a Certified Public Accountant (CPA) and member of Government Finance Officers Association of the United States & Canada as well as member of Washington State CPA Society Governmental Auditing & Accounting Committee. Lisa earned an executive master’s degree in public administration from Evans School at University of Washington and attended the University of Notre Dame graduating with summa cum laude honors in accounting.
Martin A. Wurm is a senior economist with Moody’s Analytics. He covers financial markets, with a focus on market risk, as well as regional economies in the U.S. Before joining Moody’s Analytics, he served as associate professor of Economics at Pacific Lutheran University in Tacoma WA. Dr. Wurm has published on financial market development and informal economies and has conducted local impact studies and forecasts. He holds a doctorate and master’s degree from the University of Wisconsin–Milwaukee and completed his undergraduate work at the University of Potsdam and the Ludwig-Maximilian’s University in Munich, Germany.
Mr. Bingham is a Senior Auditor for the Standards group within the Financial Management and Assurance (FMA) team at the U.S. Government Accountability Office (GAO). His recent duties include the 2018 revision of Government Auditing Standards (the Yellow Book), responding to Yellow Book and Green Book technical assistance inquiries, and serving as a project liaison to the International Organization of Supreme Audit Institutions (INTOSAI). Mr. Bingham received his B.A. in Political Science from the University of Chicago and his M.A.S. from Northern Illinois University. He is a CPA licensed in the Commonwealth of Virginia.
Mitch Hansen, CPA, CMA, CFE, is a shareholder specializing in serving nonprofits and governmental entities. He has integrated his previous experience as a federal auditor with his public accounting experience to create an exceptional and well-rounded knowledge base. Mitch is active in a number of professional organizations and served on many nonprofit boards.
Pam is a Supervising Project Manager with the Governmental Accounting Standards Board. Prior to joining the GASB, Pam worked for 20 years for the City of Spokane, Washington as their Director of Accounting, as well as in other roles including Acting City Treasurer and Chief Accountant. Prior to her time in Spokane, her professional work experiences included positions in higher education, private industry, and public accounting. Pam is a Certified Public Accountant, and is a member of the GFOA, AICPA, and the Washington Society of CPAs. She also previously served as an Executive Board member for the Washington Finance Officers Association. Pam attended Gonzaga University, graduating with honors with a Bachelors degree in Business Administration, majoring in Public Accounting.
Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years’ experience in Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering and outsourced managed services.
K2 Enterprises (K2E.com) 1990 – Present Hammond, LA Executive Vice President, Shareholder – Nation’s leading technology CPE provider to CPA professionals. Consults to high profile technology vendors. Delivers national seminars to CPAs, business groups and IT leaders on technologies in accounting, healthcare and banking. Creates and presents seminars and articles on 30+ technology topics including CPA Firm Technology, Cloud, Paperless, Business Continuity, Accounting Software and Business Strategies leveraging technology. Network Management Group, Inc. (NMGI.com) 1983 – Present Hutchinson, KS Chairman & CEO, Stockholder – Consults and specializes in Strategic Technology including planning, selection and implementation. Expertise: CPA Firm Technology and strategy; Paperless; Accounting Software, Business Intelligence and CRM; Infrastructure including: Cloud, Business Continuity, Virtualization, Backup, and remote management. Hutchinson Community College 1977 - 1997 Department Chair, Professor, Adjunct - Mathematics & MIS Depts. Designed and taught courses in all areas of mathematics & computing. Professional Data Services 1978 - 1981 Programmer and system designer - Developed a medical system including the first paperless claims in Kansas, appointments and collection systems. Involved in a chain of ComputerLand and Entre’ stores, received first IBM PC and first Compaq in Kansas Farmland Industries 1977 - 1978 Programmer and system designer - Developed and maintained P&L, Credit Union and Feedlot accounting EDUCATION Hutchinson Community College, 1975 A.A. in Computer Science, Math Kansas State University,1977 B.S., summa cum laude, in C.S., Math, Science Wichita State University, 1981 Masters of Computer Science, 60+ post graduate hours ACKNOWLEDGEMENTS Accounting Today Listed as one of the 2004-2014 Top 100 Most Influential People CPA Practice Advisor Accounting Hall of Fame 2011, Top 25 Thought Leader 2011-2015 Accounting Technology Listed as one of the top nine technology stars in the industry AICPA Technology Conference Past Chair and featured Speaker for the past 29 years. Who’s Who in Business & Industry – 1990-2014; in Computing 1987-2014 Acknowledged as leading business professional and as a leading computing professional CERTIFICATIONS Microsoft Corporation Microsoft Certified Professional – MCP Novell Corporation Certified Network Administrator – CNA AutoDesk, 3Com, Entre’ Certified CAD specialist, Network Professional, Data Communications PUBLICATIONS Various publications 1978 - Present CPA Practice Advisor monthly columnist, Journal of Accountancy, CRN, Accounting Technology, PCWeek, InfoWorld, Interface, State Society newsletters, frequent quotes in accounting and computer press. Mitchell Publishing - 1981 Basic Using Micros Random House - 1982 Business Computing Systems McGraw Hill - 1984 Computers: An Introduction John Wiley & Sons Publishing - 2002 Technology Best Practices K2 Enterprises – 2003-2012 Accounting Software Solutions
Rob is a partner with Merina+Co, a Portland-area assurance and advisory services firm specialized in providing services and solutions to government. Rob leads Merina+Co’s Advisory Services practice which helps government improve the efficiency and effectiveness of their operations through a wide variety of practical and solutions-based consulting services. These services include internal audit assistance; organizational assessments; process improvement; risk assessments; long-term financial planning, analysis and assistance; internal control reviews and documentation; performance audits; project management; and change management.
Rob has more than 30 years of direct experience working in and with government. This includes time as a government finance officer with small to mid-size cities, as a partner leading the government audit practice for a local CPA firm, and as a consultant working alongside government finance professionals to provide recommendations for improving efficiency and effectiveness and strengthen internal controls.
Vinod Brahmapuram was appointed state Chief Information Security Officer in October 2019. Vinod oversees WaTech’s state Office of Cybersecurity and is responsible for establishing and leading the strategic direction of cybersecurity for state government, as well as advising the Governor and Legislators on key cyber issues. Vinod has more than 20 years of information technology experience with deep expertise in managing cybersecurity, developing and leading high-performing teams, and managing risk and compliance in heavily regulated environments. Before joining WaTech, he previously served as the Deputy Chief Information Security Officer for the state of South Carolina and held several security roles for the state of New Hampshire Health and Human Services, including serving as the agency’s CISO from 2015-2016. Since Joining WaTech, Vinod has focused on strengthening the state’s information security posture and creating greater cohesion and cooperation with state agency security professionals to establish an enterprise-wide view of risk. Those efforts have included creating a sustainable cybersecurity operational plan for the state of Washington to meet the security challenges that lie ahead. In the last year, he has worked to build his team and empower them to do their job to protect the state system and data. He has focused on establishing trust and confidence with agencies and is highly engaged and transparent with the CISO community. Even with a challenging year due to COVID-19, great strides have been made to unite the state IT community, working proactively and holistically to detect, respond to and prevent cyberattacks.
Non-Member Price $375.00
Member Price $375.00