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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.
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Welcome with Co-Chairs, Vanessa Burke, CPA and Gary Caporicci, CPA, CGFM, CFF
AICPA Standards Update with Kristine Caratan, MNA, CPA, CGMA | Caratan Consulting/San Francisco State University
Get a refresher on the Clarity Standards as well as Going Concern (SAS 132). Caratan will also explore similar topics, SAS 131 and SAS 130.
New Financial Reporting Model with David E. Sundstrom, CPA | Governmental Accounting Standards Board; Kenneth Pun, CPA and Gary M. Caporicci, CPA | The Pun Group; and Ann Meyer (Moderator) | Maze & Associates
This panel discussion covers a summary of the New Financial Reporting Model from GASB and will field panelists' opinions as well as comments of CalCPA views.
GASB Standards Update with David Sundstrom, CPA | Governmental Accounting Standards Board
Occupational Fraud and Abuse—Government Sector with Kenny Kang, CPA, CGMA, CFE | Kenny Kang CPA
Study the highlights of the ACFE’s 2018 Global Study on Occupational Fraud & Abuse Government Edition. Kang will revisit the fraud triangle, Generally Accepted Auditing Standards (GAAS) AU-C Section 240 and selected sections of the Government Auditing Standards 2018 Revision (GAS 2018). Additionally, dive into Rita Crundwell’s $53 million embezzlement from the City of Dixon, Illinois. This session will allow participants to learn about the application of the fraud triangle.
What the State Auditor Does with Elaine Howle | California State Auditor
Howle provides updates about high risk programs and will cover recent reports.
Hindsight is 20/20 with Dennis Kauffman | City of Roseville; Ken Pun | The Pun Group; Colleen Rozillis | Moss Adams; and Amy Meyer (Moderator) | Maze & Associates
This panel discussion touches on reporting deficiencies, internal controals and ITGCs. Also, topics will touch on the use of a specialist for valuations and subjects involving risk assessment.
Leasing standards (GASB 87) and Fiduciary activities (GASB 84) with David Bullock | MGO; and Craig Boyer | Assistant Controller, Alameda County
GASB 87: Cover the definition, scope and terms while dicing into details regarding reporting and related provisions.
GASB 84: Identify issues in accounting for fiduciary activities and those associated with reporting for those activities. Gain a better understanding of the objectives of this statement.
Yellow Book and Single Audit Update with Laura Lindal | Lindal CPA
Lindal leads this session by helping attendees to identify the recent areas of focus on single audits. Lindal will cover the changes included in the 2018 Revision to Government Auditing Standards
Craig Boyer is an Assistant Controller for the Auditor-Controller Agency at the County of Alameda. He is responsible for leading the General Accounting Unit, which manages the daily accounting records and performs financial reporting for the County.
Craig has led the County’s implementation of recent significant accounting standards, including the implementation of Accounting and Financial Reporting for Pensions and Fair Value Measurement and Application. He has over 15 years of local government experience, working as an external auditor whose industry focus is local governments, as well as working for a county, a city and a special district.
David is an Assurance Services Partner in MGO's San Francisco Bay Area practice with 25 years of professional experience providing auditing, accounting, and consulting services to the public and private sectors. David serves state, county, city and special district governmental organizations that serve all areas of government, including transportation, pension, and utilities.
David is a thought leader in MGO's State and Local Government Industry Line and is involved in making decisions and setting firm-wide policies on technical auditing, accounting and financial reporting issues. He is heavily involved in shaping the accounting and auditing profession at both national and state levels. In 2018, David was appointed to the AICPA’s State and Local Government Expert Panel. In addition, David serves on the Governmental Accounting Standards Board (GASB) task force that is reexamining the financial reporting model. Leading up to the most recent AICPA and GASB appointments, he has been very active in thought leadership by participating in GASB roundtables and interviews, serving on GASB’s Sales and Pledges Task Force, working with California stakeholders on redevelopment dissolution issues, and presenting on technical topics and emerging issues such as the reexamination project, pension, OPEB, Uniform Guidance and state legislative changes.
David has facilitated numerous training sessions for clients and accounting associations, including serving as a speaker for the CalCPA’s Governmental Accounting and Auditing Conferences, California Society of Municipal Finance Officers, the California State Association of County Auditors, the BDO Government Industry Group, the Association of Government Accountants, the California Association of Public Retirement Systems and numerous other groups and organizations.
Tina has nearly 45 years of audit and consulting experience to a variety of entities in the not-for-profit arena. Prior to retiring her partnership interest in Moss Adams LLP, she was the partner in charge of the Northern California Not for Profit practice group. She is a frequent speaker at various venues and conferences including, CSCPA Government Accounting Conference, Northern California Planned Giving Council Conference, American Council of Gift Annuities, Financial Executive’s Forum, Financial Administrators Officers Group, Council on Foundations, Stanford University, Santa Clara University, Louisiana State Society of CPAs, APLG, and American Women’s Society of CPAs.
In her current consulting practice she has provided a wide range of high-end financial and management services to NFP organizations throughout California, including SF Symphony, Exploratorium, Inner City Advisors, Fund Good Jobs, Diocese of Orange County (CA), Akonadi, AWDF-USA, The Asia Foundation, StreetSmart for Kids, RETA Trust, Women’s Initiative for Self Employment, Asian Community Mental Health Services, Ronald McDonald House – SF, Earthjustice, On the Move, Give2Asia, Chinese American International School, Filoli.
Tina is currently an executive lecturer at San Francisco State University where she teaches Accounting Ethics at the graduate level. In Fall 2019, she will be introducing a new MSA elective – Advanced Topics in NFP Accounting. She is licensed as a CPA in California (active) and Colorado and New York (both inactive). She has served on the Santa Clara University Accounting Department Advisory Board since 2003 first as the Moss Adams representative and now as an at large member representing the not for profit community.
Elaine M. Howle served as the California State Auditor for nearly 19 years. Under her leadership, the State Auditor’s Office provides objective assessments of state and local government entities. Ms. Howle has nearly 35 years of auditing, management, and leadership experience with the California State Auditor’s Office and its predecessor office.
As a trusted voice, Ms. Howle is frequently called upon to provide testimony in legislative hearings and brief members on the results of her office’s work. She has received various national awards and serves on various committees for national organizations. Ms. Howle is a certified public accountant and a certified government financial manager. She earned a bachelor’s degree in sports management from the University of Massachusetts and a master’s of business administration from California State University, Sacramento.
Laura Lindal, CPA, has more than 25 years of experience in auditing concentrating on audits performed in accordance with Government Auditing Standards, including single audits (also referred to as A-133 audits) and HUD audits. In addition to spending those 25 years performing audits, she also works with companies and organizations as they develop their internal control and policies and procedures related to their financial reporting process as well as working with auditees preparing for audits. She works with auditors and their firms to design, document and perform audits in accordance with professional standards while maintaining the highest degree of efficiency possible.
Laura provides continuing professional education in various areas, including single audits, HUD audits and Yellow Book audits. Laura is a Certified Public Accountant in California, Washington, and Alaska. She currently has an audit practice in Blaine, Washington.
Colleen has been advising local, state, and tribal governments and not-for-profits on improving their operations and efficiency since 2005. She helps clients assess their organizational and program effectiveness, and assists them with developing and refining their performance and level-of-service measures. Colleen works collaboratively with clients to understand their goals and objectives; develop policies, processes, and tools; and define organizational and programmatic changes to better equip and position them to achieve their goals and objectives. Her areas of expertise include strategic planning, organizational assessment, policy development, performance metric development and reporting, business process reengineering, strategic communications and reporting for decision makers, and best practices benchmarking.
David Sundstrom serves as one of seven members of the Governmental Accounting Standards Board, a non-profit organization that establishes and improves financial accounting and reporting standards for the country’s 90,000 state and local governments. He has served in that post since July, 2009 and his term will end June, 2019.
Mr. Sundstrom retired as the Auditor-Controller-Treasurer-Tax Collector of Sonoma County in March 2016, after a 36 year carreer in governmental finance and auditing. Prior to taking office in Sonoma, Mr. Sundstrom served Orange County as their Auditor-Controller for 13 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, Mr. Sundstrom worked for 16 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 at Davis. He has also worked for a private sector CPA firm as a senior accountant responsible for governmental auditing.
He has served as the president of the Orange County Chapter of the Institute of Internal Auditors and of the State Association of County Auditors. He has served as the chair of the State Controller's Advisory Committee on County Accounting Procedures.
He is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. Mr. Sundstrom is a Certified Public Accountant, Certified Information Systems Auditor, and a Certified Internal Auditor.
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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.
Webcast Attendees: Group attendance is verified and documented by the group leader on the group attendance form the day of the event. Your name must be listed under the “Group Sign-In Sheet”. If your name is not listed, please call (800) 922-5272. We are unable to grant CPE credit in cases where technical difficulties and operational requirements are not met.
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