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Financial professionals handling internal or external audits of school districts must be aware of the current accounting and auditing challenges. Gain insights on the latest industry developments, updates about financial statements/internal controls and cover challenges surrounding school district compliance. You'll receive practical guidance from industry leaders who provide real-life examples regarding issues impacting school districts.
All CalCPA Education Foundation conferences include free Wi-Fi, discounted parking, continental breakfast, networking lunch and afternoon refreshments.
FOR INDIVIDUALS: Value-Priced Education (VPE) for CalCPA members.
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Working knowledge of school district auditing.
Senior-level staff and partners responsible for school district audits, large-district business staff, school district fiscal directors, county office business officials and school board members.
Welcome with Michael Ash, CPA | Christy White & Associates and Kevin Sproul, CPA | Wilkinson Hadley King & Co., LLP
GASB 75 Implementation: Steps Including Case Study with Marilyn Jones, CPA | California Department of Education
Join Marilyn Jones as she walks through each step required for the implementation of GASB 75 and discusses a case study.
State Controller's Office Update and Audit Resolution with Ruthann Munsterman | California Department of Education and Kirk Ochoa, CPA | California State Controller's Office
Ruthann Munsterman and Kirk Ochoa gives updates and audit resolutions from the State Controller's Office. They'll also discuss common deficiencies and elements seens in the findings, as well as audit guide updates, audit resolutions and current topics.
California Department of Education Update with Christine Davis, CPA | California Department of Education
Christine Davis gives an update from the California Department of Education. She'll touch upon OPEB accounting under GASB 75, the recently issued letters and other important correspondence, commodities, CalSTRS on-behalf payments update, SACS software rewrite update and other current topics and emerging issues.
Charter Schools with Dr. Jonathan Dean | The O'Farrell Charter Schools, Leigh Taylor | Charter School Management Corporation and P. Robert Wilkinson, CPA | Wilkinson Hadley King & Co. LLP
Dr. Jonathan Dean, Leigh Taylor and P. Robert Wilkinson talk about charter schools and what issues they face, as well as discuss the differences between charters and districts. Other topics include: FASB - Lease Changes, legal issues, proposed legislation and their possible impacts.
Uniform Guidance with Mark E. Priebe, CFE | Department of Education Office of Inspector General
Mark Priebe discusses key changes and coming findings in uniform guidance as well as CAROI (Cooperative Audit Resolution and Oversight Initiative), considerations for hiring an auditor and other audit tools.
Long-Term Debt with Robert T. Dennis, CPA, CGMA | Dennis, Cooper and Associates, CPAs
Join Robert T. Dennis and learn about the overview of long-term debt, general obligation bonds, component unit debt (conduit debt), qualified zone academy bonds (QZAB) and qualified school construction bonds (QSCB) and other debt.
Public School Facilities Bond with Jeff Becker | Office of the Fresno County Superintendent of Schools, Lettie E. Boggs | Colbi Technologies, Thomas G. Duffy, Ed.D. | Murdoch, Walrath & Holmes and Sara Slater | Long Beach Unified School Districts
Performance audits for compliance with the School Facilities Program operated by the Office of Public School Construction are shifting from being performed by the agency to being conducted by auditors engaged by participating school districts and county offices of education. Join our speakers as they review the program and the draft audit guide, providing familiarization with the anticipated work, as well as the methods of accounting for projects that the auditors may likely find in various districts.
Before joining Christy White Associates as an audit partner, Michael Ash began his career at Arthur Andersen, an international CPA firm, eighteen years ago. Since then, he has worked for Meyners + Company, a firm located in Albuquerque, New Mexico, progressed to internal audit manager at Hines Interests Limited Partnership, an international real estate company. Michael has worked on clients in a variety of industries, including school districts, non-profit organizations, financial institutions, healthcare, manufacturing and real estate.
Jeff Becker is the Director of Facilities & Operations for the Fresno County Superintendent of Schools (FCSS). Jeff strongly believes that school facilities should support student learning with facilities that are clean, safe, and functional. During his tenure with FCSS, Jeff has successfully completed several modernization and new construction projects for alternative and special education students as well as administrative staff. He oversees the maintenance and operations of all FCSS school and office facilities. Prior to joining the Facilities & Operations department in 2006, Jeff was a senior accountant in the Internal Finance Department. His experience and knowledge in both accounting and school construction has made him a well-respected resource for districts and county offices in our state.
Jeff is active in the school facility arena in Sacramento and provides leadership in the facilities field at the county and state level to ensure that all students have equal access to funding for schools.
Lettie is an industry leader who recognizes the needs and expectations of a school district building program. She started working in school district fiscal and facilities departments in 1985. She was assistant superintendent of Facilities and Operations at Anaheim City Schools from 1998 to 2002. She is currently CEO of Colbi Technologies, Inc., a company serving school districts with planning, budgeting, accounting, management, and bidder prequalification software, services, and training for school building programs: Account-Ability, Quality Bidders, and Colbi Docs. Lettie has served on the boards of the Coalition for Adequate School Housing and Californians for School Facilities.
Christine Davis has more than 25 years of financial and government accounting experience. Since joining the School Fiscal Services Division of the California Department of Education in 2001, she has managed the fiscal oversight of 58 county offices of education, publication of the California School Accounting Manual and the standardized account code structure (SACS) financial reporting software, annual collection and dissemination of local educational agency (LEA) financial data, and technical accounting and financial reporting assistance provided to LEAs throughout the state. Prior to working in education, Christine was in a variety of industries like energy, transportation, legal, banking, insurance, healthcare and Federal government where she worked for the FBI office in Kansas City.
Jonathan has more than twenty years of experience in education and began his journey with joining the US Army where he was assigned to the 82nd Airborne Division. After three years, he purchased several businesses in the Kern River Valley area and eventually began teaching in the Lake Isabella area where he was a history, language arts teacher and president of the local districts teacher’s union. Jonathan and his family moved to Bakersfield, CA where he taught with the Panama Buena Vista School District for two years before becoming a principal of Fred L. Thompson Jr. High.
In 2010, Jonathan moved to San Diego where he became the superintendent of The O'Farrell Charter Schools which operates both The O’Farrell Charter School and Ingenuity Charter School. Under his leadership, the O’Farrell charter school is an AVID National Demonstration School – the second one in the nation! Additionally, he is the chairperson of the SDUSD Charter School Prop Z Committee and sits on the Independent Citizens’ Oversight Committee for the San Diego Unified School District. When he isn’t working, Jonathan enjoys spending time with his family, boating, scuba diving and exercising.
Robert Dennis was introduced to the governmental audit industry at the largest school district audit firm in California in April 2000. He has remained committed to the governmental industry with eighteen years of experience in the governmental/nonprofit arena. This includes working in the business office of a large school district (about 30,000 ADA) in San Bernardino County and a waste water agency in Chino. Since January 2009, he has had his own CPA firm, Dennis Cooper & Associates CPAs, auditing school districts, as well as, other local government agencies.
Dr. Thomas Duffy is a partner in the education facilities consulting firm of Murdoch, Walrath & Holmes as well as the legislative director for CASH. He began as a teaching assistant in the Los Angeles Unified School District. Thomas later served as a special education teacher, a special education program administrator and business administrator for the Ventura County Superintendent of Schools Office for fourteen years. Subsequently and for the next three years, Thomas served the Moorpark Unified School District as the Assistant Superintendent for Business Services, after which he became Superintendent of the District for twelve years. He has a long history of active involvement in education policy development, school facility legislation and state bond campaigns both as a local practitioner and as an advocate in Sacramento.
With more than 30 years of actuarial experience, Marilyn Jones has worked in both the pension and healthcare areas for private and public-sector clients. As a actuary and principal at NYHart and with other roles, she has provided account management and consulting for the pension and healthcare services provided to her clients. She relies on her experience to come up with innovative solutions to complex problems while providing both public and private sector clients with clear and concise advice on both healthcare and defined benefit retirement plans. Additionally, Marilyn is an active participant in several actuarial and employee benefits organizations.
Ruthann Munsterman has worked in education for more than ten years, beginning as a student assistant with the California Department of Education. Today she is an Education Fiscal Service Assistant with the Audit Resolution Office in the School Fiscal Services Division (SFSD) at the CDE. There, her responsibilities are the review and resolution of audit findings, instructional time audit penalty waivers, and the Educator Effectiveness program.
Kirk Ochoa has more than thirty-five years of governmental auditing experience and works as an audit manager in the Financial Audits Bureau with the California State Controller’s Office, Division of Audits. He manages the LEA Oversight unit that certifies the financial and compliance audits of LEAs and manages quality control reviews of firms performing audits of LEAs.
Mark has devoted his career to the Federal government. As the Director of the Non-Federal Audit Team for the US Department of Education, Office of the Inspector General, his primary responsibilities include assuring quality audits and attestation engagements of nonfederal entities are performed in accordance with federal regulations and applicable accounting standards. He participates in the single audit round table as well as other OIG audit forums. Additionally, he assists with the annual compliance supplement and assures the audit guides for proprietary and foreign schools are updated and issued timely.
Sara Slater is the assistant fiscal services director of Facilities Planning and Development for the Long Beach Unified School District, where she currently oversees over 2.8 billion dollars of bond funding for the district along with managing cash flow, budgets, expenditures and overseeing facilities accounting. She is also the current Facilities Professional Council State Chair for CASBO and on the CASH audit working group. Sara has been working for Long Beach Unified for almost twenty years, eighteen of which was spent primarily handling the Superintendent Initiatives, categorical programs, LCFF, and other various budgets under the office of curriculum and instruction.
Kevin began his accounting career within a private company working directly under the CFO in Louisville, Kentucky. He joined Wilkinson Hadley King & Co. in 2013 and was admitted as a partner in 2016. Kevin has experience in audits of local school districts and charter schools.
Leigh Taylor has worked in the charter industry for over six years and currently serves clients across the Southern California Region with the Charter School Management Corporation, Inc. Prior to working in the charter industry, she worked with a wide variety of companies serving in many roles, from helping small developing companies with accounting and operational procedures all the way to accounting and asset management for complex billion-dollar commercial real estate investments.
Robert has more than thirty-five years of public accounting experience. During those years he has devoted a significant amount of time to audits of governmental agencies. Robert began his public accounting career in 1977 with the national firm of Seidman & Seidman.
In 1984 he opened his own accounting practice with an emphasis on governmental and school district auditing and performed annually more than 30 audits of school districts and community college districts. In 1994, Robert merged his accounting practice with Harlan & Boettger, LLP and became the firm’s partner responsible for all school districts, governmental and nonprofit clients. In December 2001, because of the firm of Harlan & Boettger, LLP being dissolved, he formed a partnership with a longtime friend and associate to create Wilkson Hadley King & Co. Robert meets all governmental continuing professional education requirements and attends courses that are current and relevant.
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