How to Create a Governmental Annual Comprehensive Financial Report

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May 30, 2023

Registration: 7:30 AM / Program: 8:00 AM - 3:45 PM Pacific Time

Fees

Member Fee: $305.00
Nonmember Fee: $380.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: -152.00

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

Description

Completion of this course will assist practitioners in fulfilling the requirements for admission to the Oregon Municipal Roster, in addition to being a resource for training on governmental accounting and auditing. This program is offered once a year. Plan early to meet your requirement! This course may be appropriate to meet the biennial CPE requirements to continue on the Municipal Roster.

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

Designed For

Participants who wish to meet the Oregon Board of Accountancy requirements for admittance to the Roster of Accountants permitted to audit Oregon local governments, CPAs, and government accountants. In addition, participants who wish to obtain training on how to prepare financial statements in accordance with the Government Finance Officers Association's (GFOA) Comprehensive Annual Financial Report.

Objectives

To provide an understanding of how to prepare or review governmental financial statements in accordance with generally accepted accounting principles (GAAP) and the Government Finance Officers Association's (GFOA) Certificate of Achievement for Excellence in Financial Reporting.

Major Subjects

  • Prepare governmental financial statements in accordance with generally accepted accounting principles (GAAP) and Government Finance Officers Association's (GFOA) Certificate of Achievement for Excellence in Financial Reporting 
  • Prepare and identify introductory, financial, and statistical sections of the Comprehensive Annual Financial Report 
  • Prepare and identify basic financial statements, required supplementary information, supplementary information 
  • Prepare and format the government financial statements


Did you know? The OSCPA member rate for CPE courses is extended to all OSCPA members and their employees who are not eligible for OSCPA membership. Members of other state CPA societies are also eligible for member rates.

After adding the course(s) to your cart, click "Apply Discounts" and select either "This person is an uncertified staff of an OSCPA member" or "This person is a member of another state CPA society."

This event has already passed. If you have any questions, please contact us at 503-641-7200 or email profdev@orcpa.org.

Leaders

Tonya Moffitt

Tonya Moffitt, CPA is a Partner of Merina+Co where she performs and manages governmental audits. She is the co-chair of the Accounting Standards Review Committee for the Oregon Municipal Finance Officers Association, OSCPA Governmental Accounting and Auditing Strategic Committee and a reviewer for the Government Finance Officers Association Certificate of Excellence in Financial Reporting awards program.

She teaches various continuing professional education classes to Certified Public Accountants, industry professionals, and students for the Association of International Certified Professional Accountants (AICPA), Oregon Society of Certified Public Accountants (OSCPA), Oregon Government Finance Officers Association (OGFOA) and various others.

(7/7/20)