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2022 AICPA & CIMA Governmental and Not-for-Profit Training Program


Take a deep dive into implementation, optimization and prepare for the next stage of progress on recent government standards and regulations.


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This includes sessions from the conference: 2022 AICPA & CIMA Governmental and Not-for-Profit Training Program

Sessions Included:

Update from the Auditing Standards Board (Oct 24, 2022 08:45 AM)

Single Audit Update (Oct 24, 2022 08:45 AM)

GASB 87 - It’s finally time! (Oct 24, 2022 09:55 AM)

NFP Industry Update (Oct 24, 2022 09:55 AM)

Internal Control over Compliance: Let the Standards Be Your Guide (Oct 24, 2022 09:55 AM)

Key Considerations for Board Governance in a Changing Environment (Oct 24, 2022 11:45 AM)

Major Program Determination & SEFA (Oct 25, 2022 07:10 AM)

AICPA's upcoming standards SAS 142-145 - Impact on SLG (Oct 24, 2022 01:45 PM)

COVID Relief Reporting Update (Oct 24, 2022 01:45 PM)

Internal Control over Compliance: A Step-by-Step Approach (Oct 24, 2022 01:45 PM)

GASB Accounting Update for Tribes (Oct 25, 2022 06:00 AM)

Unrelated Business Activities Update (Oct 25, 2022 06:00 AM)

Auditing Treasury Programs (Oct 25, 2022 06:00 AM)

Impact Investing, PRIs, MRIs and Social Enterprises (Oct 25, 2022 06:00 AM)

Managing KPIs (Oct 24, 2022 11:45 AM)

Sampling: How Many Do I test and case studies? (Oct 25, 2022 07:10 AM)

Nonprofit Legal & Tax Update (Oct 25, 2022 07:10 AM)

Complex, Odd and Strange NFP Accounting Issues (Oct 25, 2022 09:10 AM)

Sampling Case Studies: How do I apply the facts, decisions and judgments? (Oct 25, 2022 09:10 AM)

What is the OMB Compliance Supplement and What's New With 2022 (Oct 25, 2022 09:10 AM)

Swing and A Miss – Evaluating Single Audit results (Oct 25, 2022 11:50 AM)

Cybersecurity Risks for Governmental and Not-for-Profit Organizations (Oct 25, 2022 11:50 AM)

Digital Assets and Beyond (Oct 25, 2022 01:25 PM)

Auditing Without a Net/Part 7 (Oct 25, 2022 01:25 PM)

Attracting and Retaining Employees (Oct 25, 2022 01:25 PM)

"It's Not Just the Right Thing to Do, It's Just Good Business": Moving Forward and Beyond the Case for DEI (Oct 25, 2022 02:35 PM)

2022 AICPA State and Local Government Audit Guide (Oct 26, 2022 06:00 AM)

Fraud Prevention and Internal Controls (Oct 26, 2022 06:00 AM)

Provider Relief Funds - What You Need to Know. (Oct 26, 2022 06:00 AM)

Related Parties Unpacked from Both a Tax and Accounting Perspective (Oct 26, 2022 07:10 AM)

Single Audit Challenges - Auditor Roundtable (Oct 26, 2022 07:10 AM)

Deep dive into PEEC activities and its impact on auditor independence (Oct 26, 2022 09:10 AM)

Leases: It's The Final Countdown! (Oct 26, 2022 09:10 AM)

Single Audit: Identifying and Testing Applicable Compliance Requirements (Oct 26, 2022 09:10 AM)

Key Takeaways Panel (Oct 26, 2022 10:45 AM)

Save the Day! Data Visualization to the Rescue! (Oct 25, 2022 03:35 PM)

$37900
Standard Price
  • Thumbnail for Update from the Auditing Standards Board
    Identification
    GOV2203
    Date
    October 24, 2022
    This session will introduce attendees to the current activities of the Auditing Standards Board, including a discussion on the recently issued standards and how they will impact planned audit procedures and reporting practices.

    Objectives

    • Identify the current activities of the Auditing Standards Board
    • Determine how the new standards will impact current audit procedures and reporting practices

    Speakers

    Speaker Image for Andrew Prather
    Andrew Prather, CPA, CGMA
    Shareholder, Clark Nuber P.S.
    Speaker Image for Monique Booker
    Assurance Partner, SB & Company, LLC
    $4900
    Standard Price
  • Thumbnail for Single Audit Update
    Identification
    GOV2204
    Date
    October 24, 2022
    The world of single audits continues to be as challenging as ever due to the historic amounts of federal funding provided in response to the COVID-19 pandemic which has resulted in a significant uptick in the number of single audits and similar types of compliance audits being performed. This session will help you make sure you are up-to-date as there are new programs, changing rules, and things continue to move quickly. This session will help you understand the following: Key aspects of the 2022 Compliance Supplement; COVID-19 implications; and other single audit developments.

    Objectives

    • Distinguish key developments in single audits
    • Recognize how COVID-19 funding impacts your audits
    • Identify new COVID-19 programs and related challenges

    Speakers

    Speaker Image for Mary Foelster
    Mary Foelster, CPA, CGMA
    Senior Director, Governmental Auditing and Accounting, AICPA
    Speaker Image for Lindsey Oakley
    Partner, Forvis Mazars
    $4900
    Standard Price
  • Thumbnail for GASB 87 - It’s finally time!
    Identification
    GOV2205
    Date
    October 24, 2022
    In this session, we will discuss some of the most common accounting and implementation considerations related to GASB Statement No. 87, _Leases,_ as well as audit considerations for leases.

    Objectives

    • Identify some of the most common accounting and implementation considerations related to GASB Statement No. 87.
    • Distinguish where you might spend your time of focus when auditing leases.

    Speakers

    Speaker Image for Chris Pembrook
    Chris Pembrook, CPA, CGAP
    Shareholder, Crawford & Associates, P.C.
    Speaker Image for Jodi Dobson
    Principal, Baker Tilly US, LLP
    $4900
    Standard Price
  • Thumbnail for NFP Industry Update
    Identification
    GOV2206
    Date
    October 24, 2022
    This session will focus on the latest updates, current events, trends and risks impacting not-for-profit financial reporting and operations. Topics will include a summary of recent accounting, compliance and operational updates, as well as a summary of recent trends impacting not-for-profits.

    Objectives

    • Recognize how to apply current financial reporting updates to your organization's financial statements.
    • Identify how current not-for-profit industry issues and trends apply to your organization.

    Speakers

    Speaker Image for Andrew Prather
    Andrew Prather, CPA, CGMA
    Shareholder, Clark Nuber P.S.
    Speaker Image for Monique Booker
    Assurance Partner, SB & Company, LLC
    Speaker Image for Elizabeth Krisher
    Chairman, MaherDuessel
    Speaker Image for Pete Ugo
    Partner, Crowe LLP
    $4900
    Standard Price
  • Thumbnail for Internal Control over Compliance: Let the Standards Be Your Guide
    Identification
    GOV2207
    Date
    October 24, 2022
    Internal Control testwork in a Single Audit has always been a complicated area and like all things audit related, the influx of COVID-19 funds has added a layer of complexity. This session will cover the essential elements of Part 6 of our annual Compliance Supplement and walk through how to properly document your understanding and testing of internal controls. The first session will cover the laws and regulations that guide this part of the single audit, the “why” behind the need for internal controls. The second session will provide a detailed walkthrough of applying the standards, the “how” of documentation. Gain essential understanding of Part 6 and how to apply it in any Single Audit you encounter, no matter the complexity or uniqueness of the programs you are testing.

    Objectives

    • Analyze key information in Part 6 of the 2022 OMB Compliance Supplement
    • Identify the proper steps to ensure complete audit documentation surrounding Internal Controls in a Single Audit
    • Determine how the Standards guide Internal Control testwork in a Single Audit

    Speakers

    Speaker Image for Brittney Williams
    Audit Partner, HeinfeldMeech
    Speaker Image for Anita Shah
    Partner, Moss Adams LLP
    $4900
    Standard Price
  • Thumbnail for Key Considerations for Board Governance in a Changing Environment
    Identification
    GOV2209
    Date
    October 24, 2022
    Exempt organizations face an extraordinary level of change at an accelerating pace. In the face of uncertainty, complexity, and increasing risks, organizations must learn how to plan for and manage change while taking advantage of opportunities to adapt and excel. An organization’s ability to succeed in a changing environment begins with exceptional Board Governance. This session will focus on key considerations for Board Governance in anticipating and managing change, including: * Organizational Culture * Risk Management * Technology and Innovation * Post-pandemic Strategic Planning * Internal Controls * Talent Acquisition and Retention * Supply Chain and other External Stakeholders * Reputational Risk * Flexibility * DEI and ESG

    Objectives

    • Identify governance strategies for managing change in today's enviornment.
    • Determine the current risks, challenges, and opportunities organizations are facing.

    Speakers

    Speaker Image for Candice Avery
    Candice Avery, CPA, CGMA
    Shareholder, Clark Nuber P.S.
    Speaker Image for Paul Preziotti
    Partner, Johnson Lambert LLP
    Speaker Image for Lori McLaughlin
    Partner, Exempt Organization Tax, Crowe LLP
    $4900
    Standard Price
  • Thumbnail for Managing KPIs
    Identification
    GOV2220
    Date
    October 24, 2022
    While most finance professionals still embrace a less-is-more approach to monitoring KPIs, institutions often have a thirst for more information—if measuring three KPIs helps operations, wouldn’t measuring 10 be even better? Not necessarily. Join us for this interactive presentation to explore how focusing on a targeted set of KPIs can help your organization deliver value and stay agile in a constantly changing business environment. We’ll cover key topics, including:     * Strategies for identifying the right metric     * Utilizing KPIs to measure organizational effectiveness     * Leveraging KPIs to improve organizational value

    Objectives

    • Evaluate strategies for identifying the right metric
    • Interpret how to utilize KPIs to measure organizational effectiveness
    • Assess how to leverage KPIs to improve organizational value

    Speakers

    Speaker Image for Amy West
    Amy West, CPA/CGMA
    Executive Vice President and Chief Financial Officer, AHRC New York City
    Speaker Image for Melissa Harman
    Partner and Higher Education National Practice Leader, Moss Adams
    $4900
    Standard Price
  • Thumbnail for AICPA's upcoming standards SAS 142-145 - Impact on SLG
    Identification
    GOV2211
    Date
    October 24, 2022
    The AICPA has issued a series of auditing standards that will become effective over the next two years: * SAS 142 - Audit evidence (effective for 12/15/2022 FYEs) * SAS 143 - Auditing Accounting Estimates and Related Disclosures (effective for 12/15/2023 FYEs) * SAS 144 - The Use of Specialists and the Use of Pricing Information Obtained From External Sources (effective for 12/15/2023 FYEs) * SAS 145 - Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement (effective for 12/15/2023 FYEs) This session will address the key changes from these standards, and the impact they will have on the audits of state and local governments.

    Objectives

    • Identify important changes to auditing standards impacting state and local governments.
    • Analyze auditor considerations and documentation requirements of the new standards.
    • Indicate the key types of audit evidence and when to use them.

    Speakers

    Speaker Image for Jodi Dobson
    Principal, Baker Tilly US, LLP
    Speaker Image for Stephen Blann
    Stephen W. Blann, CPA, CGFM, CGMA
    Owner | Public Sector QC Director, Rehmann
    $4900
    Standard Price
  • Thumbnail for COVID Relief Reporting Update
    Identification
    GOV2212
    Date
    October 24, 2022
    Many of the myriad government programs that resulted from the coronavirus have wound down, but several continue to provide opportunities for governmental and not-for-profit entities. Several of the programs that have ended still required ongoing reporting. Let's survey the various programs, review the ever-changing reporting requirements, talk about areas of confusion, and point out ongoing opportunities in this arena.

    Objectives

    • Identify COVID-19 relief reporting and compliance issues
    • Recognize methods of surveying ongoing COVID-19 funding opportunities that your organization may not be aware of

    Speakers

    Speaker Image for Dave Moja
    CPA, Moja & Company
    Speaker Image for Elizabeth Krisher
    Chairman, MaherDuessel
    $4900
    Standard Price
  • Thumbnail for Internal Control over Compliance: A Step-by-Step Approach
    Identification
    GOV2213
    Date
    October 24, 2022
    Building on the concepts learned in the previous Internal Controls in a Single Audit session, this session will focus on the process of identifying effective internal control over compliance and how the auditor decides whether a control is designed and implemented effectively.

    Objectives

    • Identify control objectives for each compliance requirement.
    • Analyze compliance processes and controls within processes.
    • Distinguish risks within processes ("what can go wrong" risks).
    • Determine whether controls have been placed into operation and are operating effectively.

    Speakers

    Speaker Image for Brittney Williams
    Audit Partner, HeinfeldMeech
    Speaker Image for Amy Sutherland
    Director, Moss Adams LLP
    $4900
    Standard Price
  • Thumbnail for GASB Accounting Update for Tribes
    Identification
    GOV2215
    Date
    October 25, 2022
    This session will provide an overview of how recent GASB pronouncements are expected to impact financial reporting for Tribal governments and their businesses. We will also discuss the key Federal programs provided to Tribes in response to the COVID-19 pandemic and review significant audit risks around each of these programs.

    Objectives

    • Identify new accounting standard updates and recognize how they may impact financial reporting for Tribal governments and entities.
    • Compare common Federal grant programs provided to Tribes related to COVID-19 pandemic.
    • Recognize key compliance issues and audit risks related to Federal grant programs provided to Tribes.

    Speakers

    Speaker Image for Anita Shah
    Partner, Moss Adams LLP
    Speaker Image for Amy Sutherland
    Director, Moss Adams LLP
    $4900
    Standard Price
  • Thumbnail for Unrelated Business Activities Update
    Identification
    GOV2216
    Date
    October 25, 2022
    The 2017 TCJA brought numerous changes to the manner in which we look at unrelated business activities. I.R.C. Section 512(a)(6) - the "siloing" provision - can be especially daunting. Let's take a look at the history of UBI, what the IRS has said through the years, and what strategies and documentation your organization might best employ. Also, we will review changes/updates to Form 990-T that have been made recently.

    Objectives

    • Recognize the history of the unrelated business income tax and Form 990-T.
    • Analyze how recent changes to the UBIT rules might affect your organization.
    • Survey methods for discerning whether your organization might be subject to unrelated business income taxes.

    Speaker

    Speaker Image for Dave Moja
    CPA, Moja & Company
    $4900
    Standard Price
  • Thumbnail for Auditing Treasury Programs
    Identification
    GOV2217
    Date
    October 25, 2022
    Many auditors will have to audit one or more programs from the U.S. Department of Treasury in 2022, such as the Coronavirus State and Local Fiscal Recovery Funds (CSLFRF) and Emergency Rental Assistance (ERA). These programs went to over 30,000 state and local governments, and tribal entities--though those recipients could potentially pass the funding down to not-for-profits or even for-profit entities. Adding to the challenge is that many small local government recipients of this funding have not had to undergo an audit of federal financial assistance in the past. This session is intended to help auditors having to address this program in their single audits.

    Objectives

    • Identify how Treasury Programs affect single audits.
    • Analyze auditor considerations and challenges and take appropriate action.
    • Apply best practice tips and resources to achieve a quality single audit.

    Speaker

    Speaker Image for Stephen Blann
    Stephen W. Blann, CPA, CGFM, CGMA
    Owner | Public Sector QC Director, Rehmann
    $4900
    Standard Price
  • Thumbnail for Impact Investing, PRIs, MRIs and Social Enterprises
    Identification
    GOV2218
    Date
    October 25, 2022
    With more and more nonprofits and social enterprises seeking to find innovative solutions to many of society's most pressing needs, organizations are becoming more creative in utilizing a wide range of tools and strategies to raise and deploy capital. This session will focus on specific strategies and tools nonprofits are utilizing both to raise funding, as well as deploying capital to achieve their mission. After a high level discussion of some key terms and definitions, this session will focus on a series of case studies to demonstrate how these strategies and tools have been implemented.

    Objectives

    • Identify the different tools available to nonprofits interested in engaging in venture philanthropy.
    • Analyze how the various venture philanthropy tools have been utilized in real world situations.

    Speaker

    Speaker Image for Andrew Grumet
    Andrew Grumet, JD, LL.M.
    Partner, Holland & Knight
    $4900
    Standard Price
  • Thumbnail for Major Program Determination & SEFA
    Identification
    GOV2210
    Date
    October 25, 2022
    This session will provide the steps involved in major program determination in a single audit environment. There are required steps that an auditor must perform, in a specific sequence, to identify major programs. Come learn and apply these step to avoid an audit failure.

    Objectives

    • Identify the proper steps to perform major program determination in a single audit environment
    • Apply the proper major program determination steps to avoid audit failure
    • Apply best practices and tips in determining major programs

    Speakers

    Speaker Image for Amanda Ward
    Partner, Plante Moran
    Speaker Image for Amy Sutherland
    Director, Moss Adams LLP
    $4900
    Standard Price

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