Governmental Accounting & Auditing Conference (2 days)

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May 21, 2018 - May 22, 2018

Registration: 7:30 AM / Program: 8:30 AM - 4:50 PM

Fees

Member Fee: $425.00
Nonmember Fee: $500.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: -213.00

The above fees may not be reflective of the total event price. See below.

Description

Click the image above to view the conference brochure

If you work within the municipal environment or complete governmental audits, you won't want to miss this conference.

Note: Qualifies for Yellow Book CPE based on your unique audited entity.

HOTEL ACCOMMODATIONS: A group rate for this event has been established at the Hilton Eugene & Conference Center.

  • Hotel Reservations: When making accommodation reservations, identify that you are with the OSCPA 2018 Governmental Accounting & Auditing Conference room block to receive the special group rate. Contact the hotel direct at 800-937-6660 or make reservations online by using this link.
  • Room Block: A sleeping room block is available for the nights of Sunday, May 20; Monday, May 21; and Tuesday, May 22, 2018. Guest room rates will be offered by the hotel two (2) days prior and two (2) days post event dates, subject to availability.Room block expires on May 1, 2018!
  • Room Rate: Hotel accommodations are $139 per night for single occupancy (plus applicable taxes) or $144 double occupancy (plus applicable taxes). Additional people, up to 4 per room, may be added for $20 each.
  • Accommodation Cancellation: Cancellations must be received 3 days prior to arrival or one night's room and tax will be assessed.


Conference developed by the OSCPA Governmental Accounting and Auditing Strategic Committee.

Designed For

CPAs and accounting professionals working within the municipal environment.

Objectives

Provide a general overview of current developments in governmental accounting and auditing.

Major Subjects

  • GASB Update
    Lisa Parker, CPA, CGMA
    Governmental Accounting Standards Board, Norwalk, CT
  • Understanding Actuarial Valuations
    Will Clark-Shim, FSA, EA, CFA, MAAA
    Milliman, Portland, OR
  • Yellow Book Update
    James Dalkin, CPA, CGFM
    US Government Accountability Office, Oklahoma City, OK
  • Oregon Minimum Standards and Oregon House Bill 2174 Update
    Tracey Gates, CPA
    Oregon Secretary of State Audits Division, Salem, OR
  • Audit Strategies for Emerging Trends in IT
    Dave Dyk, CIPP, CISM, CISSP
    Simple Finance Technology Corp, Portland, OR

  • IT Protections Every Government Must Have in Place
    Chris Benson
    AlwaysOnIT, Hillsboro, OR
  • Succession Planning for Government Finance Organizations
    Susan Hoeye
    Oregon Department of Administrative Services, Salem, OR

  • AICPA Update
    James Lanzarotta, CPA
    Moss Adams LLP, Eugene, OR

  • Note Disclosures Under GASB 75
    Susan Brown, CPA, CGFM
    City of Gresham, Gresham, OR

  • School District Funding, Compliance, and Municipal Audits
    Michael Wiltfong
    Oregon Department of Education, Salem, OR
  • Average Daily Membership - A Fraud Case Study
    Nancy Young-Oliver, CPA, CISA, CFE, MBA
    Trimet, Portland, OR

Registration Instructions:

  1. Select your materials (paperless/electronic or hard copy).
  2. Click "Add to Cart."
  3. Log in to complete registration and go through the cart.

If you would like to register for this event, please contact OSCPA at 800-255-1470, 503-641-7200, or email profdev@orcpa.org.


Leaders

Chris Benson

Chris Benson got started with computers when he was about 10 years old, but it would be nearly 20 years before he would make them his career. After college, he got his professional start in 1997 with Symantec Corporation, the makers of the popular ‘Norton’ line of antivirus and security software. After spending 6 years as a Sr. Software Engineer working on the latest cutting-edge security software, his job was relocated down to southern California. As a native Oregonian he was not in a hurry to leave the Pacific Northwest, so he decided that would be a great time to become his own boss and try his hand as an entrepreneur.

Susan Brown

Susan is the Finance and Accounting Services Manager for the City of Gresham, within the Department of Finance and Management Services. She has worked for the City of Gresham since March 2015 after almost 16 years working for Multnomah County in various roles within the Finance Division. Accounting Services at the City is responsible for the City's financial management and reporting including cash, investment and debt management, financial analysis, general ledger, capital and cost accounting, grant accounting, internal control management, annual financial audit and preparation of the Comprehensive Annual Financial Report, and various other accounting and reporting functions. Susan is a member of several professional organizations, including GFOA, OGFOA, AICPA and AGA, and has presented at various conferences regarding the implementation of new audit and accounting standards.

Will Clark-Shim

Will Clark-Shim is a partner in the Portland office of Milliman, Inc., a national actuarial consulting firm. Will has 19 years of experience with retirement benefits, and provides OPEB valuation services to several dozen public sector entities in Oregon. Rev. 1/2018

James Dalkin

James R. Dalkin is a Director in the Financial Management and Assurance Team with the U.S. Government Accountability Office (GAO). He serves as chairman of the International Auditing and Assurance Board’s (IAASB) Consultative Advisory Group (CAG) and previously served as a board member of the AICPA’s Auditing Standards Board (ASB). He is also an observer to the COSO Advisory Board. Mr. Dalkin has responsibility for directing GAO’s work to develop and maintain government auditing standards (the Yellow Book); internal control standards for the federal government (the Green Book); and, GAO’s work with the accounting and auditing profession. He is also responsible for the audits of the Securities Exchange Commission and the Federal Deposit Insurance Corporation. He is a frequent speaker at national auditing conferences for AICPA, AGA and other professional organizations. He has also authored articles for publications including the Journal of Accountancy. Mr. Dalkin also is an adjunct professor at Georgetown University. Mr. Dalkin holds a Bachelor of Science from the University of Virginia, an MBA from George Washington University and a MLA from Harvard University.

Dave Dyk

Dave Dyk is the Senior Director of IT and Information Security at Simple. He leads a team of IT engineers, and information security and privacy analysts. Simple is a technology company that is changing the way people bank and think about their money. Dave has spent over 15 years in Information Technology, and 11 years in security and risk roles with financial institutions. Prior to a move into the banking industry, Dave worked as a Manager in a regional public accounting firm, leading a variety of information technology consulting and assurance engagements for clients in Oregon. Dave is serving as the Immediate Past President for the ISACA Willamette Valley (Oregon) chapter. He maintains the CIPP, CISM, and CISSP professional certifications, and has a Masters of Public Administration (MPA) degree from Portland State University. His professional interests include the intersection of public policy, privacy, cyber security, and risk management.

Tracey Gates

After working more than twenty years in private practice as a Licensed Tax Consultant and Enrolled Agent, Tracey completed an Accounting degree at Portland State University and obtained her CPA license. She has been with the Audits Division for over 6 years, performing and leading audits of governmental agencies and federal programs. She is in her third year as the lead auditor with the municipal program, overseeing desk reviews and assisting the 1,800 municipal organizations in Oregon comply with Municipal Audit Law. When not working Tracey enjoys spending time with her husband, two grown children, and the animals on her small farm including two dogs, two horses, pigs, chickens, and cows.

Cynthia Granatir

Marion County, Chief Accountant, 2003 to present. Talbot, Korvola & Warwick, Audit Manager, 1995 to 2003. Current member of AICPA, OSCPA, GFOA & OMFOA. Current member and 2018-19 chair of OSCPA Governmental Accounting & Auditing Strategic Committee.

Susan Hoeye

Susan Hoeye is the senior human resources consultant with the Oregon Department of Administrative Services, Chief Human Resources Office in Salem. With over 25 years of legal and human resources experience in both the public and private sectors, Susan has led numerous training programs and classes on succession planning for Oregon state government and at Willamette University. Currently, Susan leads Oregon’s statewide succession planning team for Oregon state government.

James Lanzarotta

Jim has been in public accounting since 1984 and specializes in providing audit,accounting, andconsulting services to governmental entities, including state agencies, counties, cities, universities and their foundations, port and transportation authorities, and water, sewer, and other special districts. Jim is currently the AICPA appointed member of the Financial Accounting Foundation’s Governmental Accounting Standards Advisory Council, a group of leaders responsiblefor advising GASB on issues related to the financial accounting and reporting by state and local governments. Previously, Jim served for three years on GASB's Comprehensive Implementation Guide Advisory Committee and for six years on the AICPA's State and Local Government Expert Panel, serving as its chair for a three-year term that ended in 2012. Jim is also a nationally recognized and sought-after speaker for organizations such as the AICPA, the Government Finance Officers Association,and the National Association of College and University Business Officers, as well as state CPA societies.

Tonya Moffitt

Tonya Moffitt, CPA is a Partner of Merina & Company where she performs and manages governmental audits. Ms. Moffitt was on the Oregon Board of Accountancy CPE Committee, which reviews and makes recommendations to the Board on issues involving continuing education requirements, licensee reinstatements and licensing program for municipal auditors. She is also a committee member of the OSCPA Governmental Accounting and Auditing Strategic Committee, Leadership Development Strategic Committee, and Not-for-Profit Strategic Committee. Tonya has also served as a reviewer for the Government Finance Officers Association Certificate of Excellence in Financial Reporting awards program and is a former co-chair of the Accounting Standards Review Committee for the Oregon Government Finance Officers Association.

Lisa Parker

Lisa is a senior project manager with the Governmental Accounting Standards Board. Prior to joining the GASB, Lisa worked for Runyon Kersteen Ouellette CPA’s for 10 years, the Town of Old Orchard Beach, Maine as their Finance Director and interim Town Manager for 2 years, and the City of Saco, Maine as their Finance Director for 8 years. Lisa is a Certified Public Accountant and a Chartered Global Management Accountant. She is also a member of the Association of Governmental Accountants, the American Institute of Certified Public Accountants, and the Maine Society of Certified Public Accountants and has served as their President. Lisa also has previously served as President of the Maine Governmental Finance Officers Association, an Executive Board member of the New England Governmental Finance Officers Association, and a member of a National GFOA standing committee. Lisa attended Boston College and the University of Southern Maine graduating with Magna Cum Laude honors and a Bachelors degree in Accounting.

Michael Wiltfong

Mike has worked at the Oregon Department of Education since 2006 and has served in a variety of roles, which includes the State School Fund Coordinator, Director of School Finance, Director of Pupil Transportation, and the Director of School Facilities. Now, as the Director of School Finance and School Facilities, his work oversees the State School Fund, which is Oregon’s primary source of funding for K-12 education. He also oversees the Chart of Accounts for education financials, district budgets and audits for financial reporting, sub-recipient monitoring, federal financial reporting, the school capital matching grant program, the assistance program for facility assessments, and many data collections and data sets. When he’s not working, Mike enjoys spending time with his family participating in many outdoor activities including golf and traveling around the Pacific Northwest.

Nancy Young-Oliver

Nancy has been conducting fraud investigations for over 20 years. Her career has included 10 years with the Oregon Secretary of State Audits Division and almost nine years with Moss Adams LLP. Nancy's experience includes conducting investigations in various industry groups including state, local and tribal governments, not-for-profits; auto dealerships; financial institutions; health care; manufacturing and distribution; colleges and universities; and construction companies. Nancy is also an adjunct professor at Portland State University teaching Forensic and Investigative Accounting. In 2013, Nancy was awarded an Achievement Medal from the City of Portland Police Bureau for the Justice for Fraud Victim’s Program (fighting white-collar crime from the classroom). Nancy was published in the June 2014 Journal of Accountancy and has co-authored a guide on fraud in the dealership industry that was released in 2010.