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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
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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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 Robert T. Dennis, CPA | Robert, Cooper and Associates, CPAs
Yellow Book, GASB and SAS Update with Corey Arvizu | Heinfeld, Meech & Co.
State Controller's Update with David Supan | Office of the State Controller Betty T. Yee—Division of Audits, Financial Audits Bureau
FASB Update 958 with Jeff Mechanick
Prop 51 Audits with Keith Jung | California Department of General Services, Office of Public School Construction and Jason Hernandez | California Department of General Services, Office of Public School Construction
CDE Update with Christine Davis | California Department of Education
School District Fraud with Christy White and Dena Whittington | Christy White and Associates
Corey Arvizu is a partner for the accounting firm HeinfeldMeech. He currently manages audit services for school districts, municipalities, pension plans and not-for-profit organizations from the Tucson, Arizona office. In his role as a partner Corey provides guidance and training on accounting and auditing issues including GASB pronouncements, auditing standards, Government Auditing Standards, and Uniform Guidance. He is a current member of the AICPA State and Local Government Expert Panel and a former chairperson of the AICPA’s Governmental Audit Quality Center Executive Committee.
Mr. Ash has eighteen years of audit experience starting in 1998 with Arthur Andersen, an international CPA firm. Mr. Ash also worked for Meyners + Company, a local Albuquerque, New Mexico firm, progressed to Internal Audit Manager at Hines Interests Limited Partnership, an international real estate company, and is now an audit partner at CWA in San Diego. Mr. Ash has been engaged on several types of audits including:
Mr. Ash has worked on clients in a variety of industries, including school districts, non-profit organizations, financial institutions, healthcare, manufacturing, and real estate.
Christine Davis is an administrator in the School Fiscal Services Division (SFSD) of the California Department of Education (CDE). Davis manages the fiscal oversight of the 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. She joined the SFSD in 2001 as a fiscal consultant and has over 25 years of financial and governmental accounting experience.
Rob Dennis was introduced to the school district audit industry in April 2000, and obtained his CPA license in September of 2004. Mr. Dennis has remained committed to the governmental industry since then in the governmental and not-for-profit arenas. The diversity of school district and county office of education clients has been in excess of 30,000 ADA school districts down to single school districts of ten ADA. The location of these districts has been as far north as the Oregon boarder down to southern California and all points in between the state of California.
Jason Hernandez is an audit supervisor at the Department of General Services, Office of Public School Construction (OPSC). Jason has over 20 years of school bond auditing experience at OPSC, both in conducting and supervising School Facility Program (SFP) bond audits. His OPSC experience includes auditing both Lease Purchase Program and SFP projects, drafting regulation changes for the SFP, and supervising the Financial Hardship Team and the Fiscal Services Appeal team. Serving in various roles at OPSC gives him a broad understanding of the School Facility Program. In addition, Jason has provided audit training to CPAs, Local Educational Agency personnel, and consultants in school bond auditing and in the new State of California SFP bond audit requirements. Jason received his Bachelor’s Degree in Business Administration from California State University, Sacramento.
Keith Jung has over 33 years of auditing experience with the State of California, both in conducting and supervising/managing financial and performance audits. Keith obtained his CPA certificate in 1991 while with the State Controller’s Office (SCO) Education Unit, where he performed financial and performance audits of school districts. Keith has also been an audit supervisor with the Department of General Services, Office of Public School Construction, where he supervised School Facility Program (SFP) bond audits. Keith has provided audit training to CPAs, Local Educational Agency personnel, and consultants in school bond auditing and in the new State of California SFP bond audit requirements. Keith received his Bachelor’s Degree in Business Administration from California State University, Sacramento.
Jeff Mechanick is assistant director—nonpublic entities for the Financial Accounting Standards Board (FASB). In this role, he provides strategic and technical oversight of all activities involving nongovernmental, nonpublic entities (private companies and not-for-profit organizations), oversees support of the Private Company Council, chairs the FASB’s Not-for-Profit Advisory Committee, and participates in some of the FASB’s broader outreach activities. He also has been the lead staff person for the Blue-Ribbon Panel on Standard Setting for Private Companies—a joint effort of the American Institute of CPAs (AICPA), the Financial Accounting Foundation, and the National Association of State Boards of Accountancy—and the FASB/International Accounting Standards Board Financial Crisis Advisory Group.
Prior to joining the FASB in 2006, Mr. Mechanick spent a combined twenty years working in and with the not-for-profit sector. He was the chief financial officer of the Planned Parenthood Federation of America, Inc., and before that, a senior audit manager with KPMG, LLP. Mr. Mechanick earned a Bachelor of Arts degree in biological sciences from The University of Chicago and an MBA in professional accounting from Rutgers—The State University of New Jersey. He is a member of the AICPA and the New York State Society of CPAs, and has served on the AICPA’s Nonprofit Organizations Expert Panel.
David Supan has more than 34 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 governmental fund audits and quality control reviews of firms performing audits of LEAs.
President, Christy White, CPA has served hundreds of local educational agencies, over the past 32 years, twenty-five years in public accounting auditing hundreds of educational agencies and seven years with School Services of California, Inc., a leading public education financial consulting and policy group. She has provided audit and financial consulting services in areas of organizational analysis, budgeting, negotiations and multi-year planning, in addition to developing and conducting six workshop series throughout the State. Ms. White is known as a leading expert in attendance accounting, school district organization, and fiscal analysis. As the founding partner of CWA, Christy provides her clients with creative and practical solutions to problems.
Supervisor, Dena Whittington, CFE has 17 years auditing experience, seven years with Christy White Associates leading K-12, Community College, Foundation and Charter audits and ten years as the Internal Auditor for the La Mesa-Spring Valley School District. She also brings to the firm ten years district experience as the Assistant Superintendent of Business Services at both the Del Mar Union School District and San Ysidro School District. Her background has been invaluable when working with clients on areas of potential fraud such as ASB’s, cash handling, credit card purchases, travel and conference expenses and payroll issues. She earned her Bachelor of Science in Accountancy from National University. As a Certified Fraud Examiner, Dena conducts forensic audits and fraud investigations, when the need arises.
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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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