2019 GOVERNMENT AND NOT-FOR-PROFIT CONFERENCE

Description

The Government & Not For Profit Conference addresses the unique technical and professional challenges of the CPAs working in these sectors. This annual, one-day event puts a special emphasis on the skills and insight that CPAs can immediately implement.

If you’re interested in sponsoring this event, please contact Amy Puente at amyp@macpa.org.

For more information about the College Park Marriott Click here.

Learning Objectives

28 different sessions offered on Government and Not for Profit Topics

Provider
Maryland Association of CPAs
Course Level
Intermediate
Professional Area of Focus
Government
Nonprofit / Not-For-Profit
CPE Field of Study
Accounting (Governmental)
4
Auditing (Governmental)
4
Who Should Attend
Those with an interest in Government or Not for Profit areas.
Prerequisites

None

Location

College Park Marriott Hotel & Conference Center, 3501 University Boulevard East, Hyattsville, MD, United States

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When
Apr 25, 2019
8:00 am - 5:00 pm EDT
Location
College Park Marriott Hotel & Conference Center, 3501 University Boulevard East, Hyattsville, MD, United States
Total CPE Credits
8
Format
In-Person

AGENDA

DAY 1 of 1 April 25, 2019
7:00 am - 8:00 am
Registration & Continental Breakfast
8:00 am - 8:55 am
Conference Opening - Keynote Address

Speaker: Kimberly Ellison-Taylor, CPA, CISA, CGM – Global Strategy Leader at Oracle

8:55 am - 9:10 am
Break
9:10 am - 10:20 am
01 - Student Financial Aid

Speaker: Chrissy Bowman, CPA, Principal at CliftonLarsonAllenLLP

02 - Understanding UBI for Industry

Speakers: Calvin Marks, CPA, EA,  Tax Manager at Johnson Lambert LLP and John Huskins, CPA, Principal at Johnson Lambert LLP

Unrelated business income is a scary topic for many tax-exempt industry professionals.  This session will discuss the basics of the unrelated business income tax in general and will allow the attendee to identify these income streams within their own organizations.  This session will also discuss the changes to unrelated business income made by the Tax Cuts & Jobs Act.

03 - Risk Assessments

Speaker: Karen Dojan, CPA, Principal at Weyrich Cronin and Sorra, LLC

04 - Update on Government Auditing Standards: An Overview of GAO’s 2018 Revision to the Yellow Book

Speaker: Melinda DeCorte, CPA, CFE, CGFM

The Yellow Book outlines the requirements for audit reports, professional qualifications for auditors, and audit organization quality control. It is used by auditors of federal, state, and local government programs to perform their audits and produce their reports, entities that receive government awards, and other audit organizations performing Yellow Book audits. This session provides an overview of the 2018 Yellow Book, with an emphasis on what is new in the 2018 revision and practical application of these revisions.

05 - Whistleblowers

Speaker: Scott Amey, J.D., General Counsel at POGO

06 - Service Provider, Subservice Provider for IT Session

Speaker: Susannah Kiehl, CPA, Managing Director at KPMG, LLP

07 - Communicating in the Workplace

Speaker: Peter Margaritis, CPA, BLI Thought Leader at the Business Learning Institute

10:20 am - 10:35 am
Break
10:35 am - 11:45 am
08 - It Starts With Me: Shifting from Biases to Inclusion

Speaker: Linda Rubenstein, CPA, Director of Employee Engagement & Inclusion, CliftonLarsonAllenLLP

 

Description: We all have bias. It’s part of how our brain is wired. To function in a world where we are inundated with information to process, our brain operates on auto-pilot with the aid of categories and mental shortcuts. But sometimes our filtering and mental models can cause us to make bad decisions about the people we work with every day. We may not be able to erase bias since much of our bias is unconscious, but we can instead learn to navigate it and mitigate its impact through greater conscious awareness.

09 - Professional Development Tools to B.O.O.S.T.® Your Professional & Personal Brand

Speaker: Kelly Leonard, Consultant, Corporate Trainer at Taylor-Leonard Corporation

 

Description: Business branding is common, but branding on a personal level has become increasingly important. Building a recognizable brand strategically positions you for greater business success and opportunities. During this session, participants will walk away with practical, tangible tools and strategies to B.O.O.S.T.® their brand for business/career success.

10 - Telling the Story Behind the Numbers: What, So What, Now What

Speaker: Jennifer Elder, CSP, CPA, CMA, CIA, CFF, CGMA,  BLI Thought Leader at the Business Learning Institute

Description: When you speak, would you like people to actively listen? Do you want what you are saying to be understood? And most importantly, do your people take action based on your presentation? Not everyone loves numbers, but everyone loves a good story. Go from the “bored room” to the board room by finding the story behind the numbers and learning to present it in a meaningful and persuasive manner.

11 - FASB Update: What’s Now? What’s New? What’s Next?

Speaker: Jeff Mechanick, Assistant Director at the Financial Accounting Standards Board

Description: The FASB’s lead staff person for not-for-profit (NFP) organizations will brief you on the latest developments in GAAP affecting NFPs. He’ll discuss: key aspects of the FASB’s final standard on grants and contracts to NFPs (ASU 2018-08); implementation matters on other major recent standards, including NFP Financial Statements (ASU 2016-14), Revenue Recognition (Topic 606), and Leases (Topic 842); the FASB’s projects on collections and goodwill; and other noteworthy recent ASUs and projects-in-process.

12 - GASB Update

Speaker: Keith Novak, CPA, Principal at CliftonLarsonAllen LLP

13 - Update on A FAM 136 and Yellow Book

Speaker: Ashlyn Holland, Owner of The Federal Training Center

14 - Anatomy of a GASB 75 Valuation

Speaker: Greg Stump, FSA, EA, MAAA, FCA, Chief Actuary and Vice President at Boomershine Consulting Group

Description: From the actuary’s point of view, an in depth look at the process of the actuarial valuation and key issues regarding the computation of GASB 75 Expense and Net OPEB Liability.

11:45 am - 1:00 pm
Lunch
1:00 pm - 2:10 pm
15 - General Higher Education Trends

Speaker: Chrissy Bowman, CPA, Principal at CliftonLarsonAllen LLP

16 - Wayfair Tax and its Effect on Not-for-Profits

Speaker: Kathleen Thies, Esq., Tax Director at CliftonLarsonAllen LLP

17 - GAO's Fraud Risk Management Framework

Speaker: Dave Cotton, CPA, CFE, CGFM, Chairman at Cotton & Company LLP

Description: Fraud risk in government and governmental programs is different than fraud risk in the commercial sector. Managing this risk in government and governmental programs requires a different approach. To this end, the Government Accountability Office published a Fraud Risk Management Framework in 2015. The 2016 Fraud Reduction and Data Analytics Act now requires Federal agencies to incorporate the leading practices in GAO’s Framework. These concepts, principles, and leading practices are equally applicable to state and local governmental organizations. This session will explain how and why fraud risk in government is different and provide an overview of the GAO Fraud Risk Management Framework.

18 - Grant Cost Accounting for Nonprofit Indirect Rates under the Uniform Guidance

Speaker: Paul Calabrese, Principal at Gelman, Rosenberg & Freedman CPAs

o The de minimis 10% indirect rate

o Extending existing negotiated indirect rates

o Direct cost allocation principle

o Direct charging of administrative personnel

o We will look at a real nonprofit and how it developed an indirect cost rate proposal.

o We will use the post-audit trial balance and Statement of Functional Expense.

o We will use the HHS Indirect Cost Rate Proposal template.

o We will discuss transition issues, i.e. an entity that has no indirect rate and charges occupancy direct to using a negotiated indirect rate.

o How to avoid double charging during the transition process.

o The use of a special indirect rates such as a bifurcated G&A rate for programs with and without occupancy.

o And much, much more.

19 - Statistical Sampling and Data Analysis

Speaker: Johnny Ramsey, CGFM, CISA, CPA, CGMA, Senior Manager at KPMG, LLP

20 - Emotional Intelligence: Power Up Your Performance with 20 Tips to Increase Your EQ

Speaker: Jennifer Elder, CSP, CPA, CMA, CIA, CFF, CGMA, BLI Thought Leader at the Business Learning Institute

Description: EQ is more important than IQ. Your IQ and technical skills will get you a job, but your EQ – Emotional Intelligence will power up your performance and get you promoted! Learn 20 tips and techniques increase your EQ and improve collaboration, productivity, teamwork, communication, and overall job satisfaction.

21 - AI for Not-for-Profits

Speaker: David Nguyen, JD, MBA, PMP, CSM, Founder, CEO of United Solutions

2:10 pm - 2:25 pm
Break
2:25 pm - 3:45 pm
22 - SFAS 47, 48, 50

Speaker: Roger Von Elm, CPA, CGFM, Principal at CliftonLarsonAllen LLP

23 - Generations in the Workplace

Speaker: Sean Walker, CPA, CFE, CGFM, CGMS, Principal at CliftonLarsonAllen LLP

24 - Fraud Vulnerabilities in Contracting

Speaker: Tom Caulfield, CFE, CIG, CIGI, Chief Operating Officer, Procurement Integrity Consulting Services

What experience oversight professionals have come to appreciate is that at first read, a contract and the procurement processes can appear somewhat overwhelming to a non-procurement official. Therefore this presentation will help remove the mystery out of identifying procurement fraud and/or abuse by depicting the traditional procurement fraud and abuse schemes and overlay them to the procurement process where the schemes are normally deployed. The presentation will further identify those procurement fraud and/or abuse schemes that require some type of collusion and with which person(s) in the process.

25 - A136 Update

Speaker: Kyle Brown, CPA, CGFM, CISA, Senior Manager at KPMG

26 - Audit Case Studies Designed to Find Fraud

Speaker: Dave Cotton, CPA, CFE, CGFM, Chairman at Cotton & Company LLP

Fraud happens and it is very hard to detect – and even harder to prove.

This session will focus on techniques auditors can use to maximize the chances that if fraud happens, the auditors will find it. Participants will engage in team efforts to assess how fraud might have happened in several audit scenarios. Participants will form audit teams and (1) identify fraud risk factors that are present, (2) brainstorm to decide what potential fraud schemes might be happening, and (3) plan the most effective and efficient tests and procedures to perform in order to dispose of these fraud concerns in order to complete the audits.

27 - How to Identify, Explain, and Present Pertinent Financial Information to Non-Accountants

Speaker: Peter Margaritis, CPA, BLI Thought Leader at the Business Learning Institute

28 - Federal Grant Compliance: How to Keep the Money & Stay Out of Jail

Speaker: Paul Calabrese, Principal at Gelman, Rosenberg & Freedman CPAs

Description: We plan to cover the following items:

  • Emphasis on new themes in Uniform Guidance: risk posed by applicant, internal controls, terms and conditions of award, and corrective action to Single audit findings
  • Macro rules vs. the micro terms and conditions
  • What is unique about cost reimbursable grants
  • Record retention and access to records
  • The requirements of a financial management system including diagrams and sample reports for illustration purposes
  • Cost sharing and match – How to value match.
  • Program income
  • Equipment and supplies
  • The new Procurement standards:
  • Micro Purchase Threshold – Up to $10,000
  • Small Purchase Procedures – $10,000 to $250,000
  • Competitive Proposals – > $250,000
  • Proposals by Sealed Bid – > $250,000
  • Sole Source Procurements
3:45 pm - 3:55 pm
Session Change
3:55 pm - 5:00 pm
Endnote

Session Details Coming Soon!

MEMBER


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$250.00
Price includes $25 early registration discount(s) - expires 03/24/2019
Price increases to $275.00 on 03/25/2019

NON-MEMBER


$ (% off)
$350.00
Price includes $25 early registration discount(s) - expires 03/24/2019
Price increases to $375.00 on 03/25/2019
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2019 GOVERNMENT AND NOT-FOR-PROFIT CONFERENCE


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