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Plan to attend this annual update for CPAs and financial professionals working in governmental accounting and auditing. Topics will reexamine models and review updates that cover auditing standards to compliance. Plus, review the impact that the cannabis industry has on state and local governments. This is a great opportunity to connect with your peers and discover what changes are on the horizon.
All CalCPA Education Foundation conferences include free Wi-Fi, discounted parking, continental breakfast, networking lunch and afternoon refreshments.
Wireless Internet access, continental breakfast and plated lunch will be provided at this event and are included in your registration fee.
FOR INDIVIDUALS: Value-Priced Education (VPE) for CalCPA members.
FOR GROUPS: Coupon 10 and Share 100*—Great for nonmembers and firms.
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Welcome with Co-Chairs, Vanessa Burke, CPA and Gary Caporicci, CPA, CGFM, CFF
GASB Update with David E. Sundstrom, CPA | Governmental Accounting Standards Board
AICPA Update with Kevin W. Smith, CPA
Where’s GASB Headed with the Financial Reporting Model Project? with Lealan I. Miller, CPA, CGFM | Eide Bailly LLP
Luncheon Speaker: Scouting the Landscape of California Government Finance Today with Michael Coleman | League of California Cities, California Society of Municipal Finance Officers
OPEB and New Accounting Standards GASB 7 with Mary Elizabeth Redding, FSA, FCA, EA, MAAA | Bartel Associates, LLC
Government Auditing Standards and Single Audit Issue with Sefton Boyars, CPA, CGFM | Sefton Boyars, CPA
Impact of Cannabis Business to State and Local Governments with Joseph M. Devlin | City of Sacramento, Ashley E. Zambrano | Best Best & Krieger LLP and Joseph M. Tanner, Jr. | City of Desert Hot Springs
Until his retirement in October 1996, Sefton Boyars had been the Department of Education's Regional Inspector General for Audit in Regions IX and X for sixteen years. During his 35-year career, Sefton worked for a variety of federal government audit agencies and a California county. He is the co-author of the Association of Government Accountants’ study guide for Course 3 of the Certified Government Financial Manager: Governmental Financial Management and Control. The latest version of the study guide was issued in the spring of 2016. He is also co-author of Cost Principles for State and Local Governments and Non-Profit Organizations, most recently revised in 2017 and Uniform Administrative Regulations for Federal Grants, issued in 2017.
Vanessa Burke brings over 27 years of combined experience in auditing, consulting and finance. As a partner at The Pun Group, she has served clients in a variety of industries, including small to very large state and local governmental agencies, public pension plans, insurance companies, not-for-profits, healthcare, technology and manufacturing and distribution clients. Her career in public accounting was spent primarily with the National firms of Grant Thornton LLP, Moss Adams LLP, and PricewaterhouseCoopers LLP, and regional/local firms where she has specialized in government and not-for-profit auditing and accounting. Vanessa has also held executive leadership positions as both CFO and Controller in government and private industry where she has worked on financial restructurings, turnarounds, municipal bankruptcies, and distressed municipalities. In 2012, Vanessa was appointed as the Chief Financial Officer for the City of Stockton where she successfully navigated the finance and administrative services department through the City’s chapter 9 bankruptcy filing and testified on trial during the bankruptcy hearings. Vanessa holds her CPA license in California and more recently achieved her certification as one of 650 Certified Public Finance Officer (CPFO) in the United States through the GFOA. The CPFO certification prepares individuals for financial leadership positions in local and state government and is designed to verify their knowledge in the disciplines of government finance including Governmental Accounting, Auditing and Financial Reporting, Treasury and Investment Management, Debt Management, Operating and Capital Budgeting, and Retirement & Benefits, Risk Management and Procurement.
Gary M. Caporicci has more than 30 years of diversified business experience, including a specialization in audit and management consulting for government organizations. In his role as a partner at The Pun Group, his clients include public and private universities and colleges, city and county governments, state agencies, joint power authorities, healthcare agencies, transportation agencies and special districts. Known for his expertise in the areas of construction and government, Gary wrote the AICPA audit guides on these topics, and authored many audit and accounting courses for professional groups, as well as academic institutions. He frequently speaks and lectures at many professional organizations, governmental seminars and conferences including industry associations, other accounting firms and universities. In addition, he authors white papers for the California Committee on Municipal Accounting. Prior to working with the firm, Gary founded his own accounting practice. He also spent 11 years with a “Big Eight” professional services firm where he was an audit manager and gained broad experience in a wide range of industries such as government, construction, manufacturing, mutual funds and insurance. His earlier experience includes a consultant position with a “Big Four” practice and vice president of a national insurance and financial services company.
Michael Coleman is a leading expert on California local government revenues, spending and financing. He is the creator of CaliforniaCityFinance.com, the California Local Government Finance Almanac, an online resource of data, analyses and articles on California municipal finance and budgeting. He is the principal fiscal policy advisor both to the California Society of Municipal Finance Officers (CSMFO) and, for over twenty years, to the League of California Cities. Michael is a popular presenter at graduate schools and conferences and is the author of numerous articles and references including the California Municipal Revenue Sources Handbook and as co-author with Mike Multari, Ken Hampian and Bill Statler for the Guide to Local Government Finance in California published by Solano Press. An experienced city fiscal officer, Michael previously worked for the cities of San Mateo, Milpitas, Daly City and Sacramento.
Joseph Devlin has more than 17 years of experience developing and managing public policy at the State and local level, including tenures as Chief of Staff to city councilmember Jay Schenirer and multiple positions within the State legislature. He is currently leading what may be California's first municipal office to oversee permitting and regulations for cannabis. Joe is responsible for developing cannabis policy, enforcement of regulations and issuing permits for cultivation, manufacturing, sale and other parts of the industry. He is also an accomplished political consultant, successfully managing campaigns throughout California and spent time working for the Department of Defense in Baghdad, Iraq as advisor on national media campaigns. Joe lives in Land Park with his family.
Lealan Miller has over twenty-five years of experience in providing auditing and consulting services to various industries including government, financial institutions and nonprofit organizations. Since joining Eide Bailly in 1992, Lee's clients can expect a professional who is accessible and knowledgeable pertaining to their needs when working with him. In his free time, Lee enjoys downhill skiing with his family and camping and fishing in the Idaho mountains. He also enjoys reading spy thrillers and nonfiction, particularly about the war in the Pacific.
With over 30 years in employee benefits, Mary Beth Redding has served as retirement consultant for a wide range of public agencies, specializing in pension and retiree medical benefits, actuarial valuations and consulting, covering all aspects of benefits and administration, funding and accounting for private and public organizations with Bartel Associates, LLC. She is also involved in modeling the impact of funding strategies under uncertain economic scenarios. Mary Beth speaks on current topics including CalPERS contribution rates and supplemental pension trusts and well as the new GASB OPEB accounting rules to retirement boards, city councils, boards of directors, and employee and professional groups.
Kevin W. Smith has extensive experience in providing assurance and consulting services to state and local governmental units. He currently serves as the managing partner of Crowe Horthwarth LLP's public sector services group. In this role, Kevin oversees service to federal, state and local governments, higher education and not-for-profit entities across the country and manages the relationships for some of Crowe’s largest clients. He's responsible for driving a “One Crowe” approach, which provides comprehensive deep industry specialization of all Crowe’s services to PSS clients. Smith has been with the firm for more than 9 years and previously served as the National Partner in Charge of PSS Audit. Prior to joining Crowe, Kevin was a partner with KPMG. During his over twenty-five years of experience in the industry he has provided assurance and advisory services to the industry.
After a 36-year career in governmental finance and auditing, David Sundstrom retired as the auditor-controller and treasurer-tax collector of Sonoma County. Prior to taking office in Sonoma, David served Orange County as their auditor-controller for thirteen years and as their director of internal audit for three years where he assisted in the County’s recovery from its historic bankruptcy. Before transitioning to county service, he worked for sixteen years in the education system as the university auditor for the California State University Board of Trustees and as the campus audit manager for the University of California, Davis. He has also worked for a private sector CPA firm as a senior accountant responsible for governmental auditing. Before entering the world of finance and auditing, David enlisted in the United States Air Force and was honorably discharged. He then served in the California Air National Guard while attending community college in Oakland and Santa Rosa. David is a Certified Public Accountant, Certified Information Systems Auditor, and a Certified Internal Auditor. He lives in Forestville, CA with his wife.
Joe Tanner has been the administrative services director for the City of Desert Hot Springs since 2014. His responsibilities to the City include overseeing finance and economic development. With more than 11 years of public sector experience, he has demonstrated skills in finance, negotiation, government and urban planning, he has worked in the areas of economic development, redevelopment, finance and city management. Before joining the City of Desert Hot Springs, Joe served the communities of Rio Vista and San Ramon. He resides in Cathedral City with his wife and two children.
Ashley Zambrano primarily focuses on public agency litigation and transactional and advisory work for cities and other local governmental agencies as an associate in the Municipal Law and Labor & Employment practice groups at Best Best & Krieger LLP. She routinely assists cities in drafting and implementing local regulations and ordinances related to a wide array of new and complex issues. These include local land use and regulatory measures aimed at preserving local control over the increasing statewide legalization of personal and commercial marijuana uses. Ashley enjoys helping public clients navigate an everchanging political and social climate by highlighting the policy choices and options available for local agencies. She has drafted successful local tax ballot measures, and assists clients in handling public records requests, local permitting requirements, and other everyday issues facing public agencies. Ashley regularly represents cities in responding to Pitchess motions seeking confidential peace officer personnel records and has appeared in criminal and juvenile divisions of the Yolo and Sacramento superior courts. Ashley also assists with local property and code enforcement matters for the firm’s city clients. She previously assisted cities facing bad faith bargaining charges filed with the Public Employment Relations Board and assisted in the defense of a private client against unfair labor practice charges before the National Labor Relations Board. Prior to joining BB&K, Ashley worked as a summer and postbar law clerk at the League of California Cities in Sacramento. While there, Ashley assisted with the League’s amicus program and analyzed a wide variety of legal and legislative issues presenting statewide significance for California cities, including prevailing wage, legislative invocations and anti-SLAPP actions.
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CalCPA | CalCPA Education Foundation offers a few ways to register. You may:
You are required to legibly sign your name on the official sign-in sheet prior to the start of the event. Late arrival/early departure must be noted and partial credit will be awarded. Certificates of Completion are awarded 3–5 business days after the course completion; access your certificate of completion from calcpa.org/CPE_Tracker.
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