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2018 Texas School District Accounting & Auditing Conference | TSDAC01 19




  • COST



June 4 - 5, 2018 8:00am - 3:15pm

Omni San Antonio Hotel 9821 Colonnade Blvd
San Antonio, TX 78230-2257


Member: $370 Non Member: $495

Exclusive Premier Sponsor:

CliftonLarsonAllen, Exclusive Premier Sponsor


Conference Partner:

TSCPA Insurance Trust

Get the details: Conference brochure

Come enjoy TSCPA's popular Texas School District Accounting & Auditing Conference where you'll find all the relevant subjects presented by a great team of instructors.

20% Discount: The first TSCPA member registrant from a firm or company at full price, all other TSCPA members from the firm or company at $256 Early Bird / $296 standard. To qualify for the discounts, registrations must be submitted together. Webcast registrations are not eligible for the 20% discount.

Conference hotel: Omni San Antonio, 9821 Colonnade Blvd., San Antonio, TX, 78230-2257
(210) 691-8888. Room block pricing available until sold out.

CPE InfoLine: 800-428-0272 or 972-687-8500 in Dallas | E-mail Customer Service

June 4, 2018 | Day 1


8 a.m. | Hey, Hey What’s Going On (TEA Update)
TEA will be launching financial report cards in August 2018. This will increase the quality and transparency of the TEA’s reporting of school district financial information, provide meaningful tools for decision makers at a local level, and enable decision makers to have the information necessary to utilize financial resources to improve educational outcomes for students.
Sara Kohn, CPA, RTSBA/Manager School Financial Performance/Texas Education Agency/Austin
David Marx, CPA/Director Financial Compliance/Texas Education Agency/ Austin

9 a.m. | Wading Through GASB and Diving Deep into OPEB
Get yourself up to speed on the latest from GASB. Get a high-level overview of the standards becoming effective over the next few years and what GASB is considering for the future. This session will also provide a deep dive to help you prepare for the impending implementation of GASB Statement No. 75, which will have a large impact on financial statements for all districts that participate in TRS-Care.
John DeBurro, CPA/Partner/Weaver/Dallas
Blake Rodgers, CPA/Senior Manager/Deloitte & Touche LLP

10 a.m. | BREAK

10:15 a.m. | I’ll Gladly Pay You Tuesday for a Hamburger Today!
Don’t overlook charges in the child nutrition fund by auditing meals and realized revenue. Introducing end-of-year reconciliations to ensure one of the largest cash handling funds is accurately reported.
Tish Grill, RTSBA/Assistant Superintendent for Business and Finance/Boerne

11:15 a.m. | Take the Documentation Trail to a Happy Review
Ensure that your food and nutrition program requirements are fully documented the next time TDA or another reviewer appears to review the program. This session will explore some common findings of food and nutrition procurement programs and how to avoid these findings through proper documentation. The session will also provide information to prepare you for the new administrative financial reviews.
Gwendolyn D. McDade, CPA/Administrator for Food and Nutrition/Texas Department of Agriculture/Austin


1:15 p.m. | Disaster: How Do We Handle It?
Preparation through education is less costly than surviving a tragedy. Expert panelists will share their experiences and the financial impact school districts will encounter if not prepared for disasters.
Karen Smith, CPA/Assistant Superintendent for Business and Financial Services/Cypress Fairbanks ISD
Sandra Callahan/Chief Financial Officer/Bastrop ISD/Bastrop
Charles Mikeska/Assistant Superintendent for Finance and Operations/West ISD/West
Ron Wilson, CTSBO, RSBO/Chief Financial Officer & Safety Coordinator/Gregory-Portland ISD/Portland
Joe Blasi/Executive Vice President/McGriff, Seibels & Williams Insurance/Houston

2:45 p.m. | BREAK

3 p.m. | Single Audit - What Do I Need to Know and Am I Prepared?
This session will dive into the compliance requirements of a single audit, applicable internal controls and how to be prepared for your audit. It will also discuss some of the most notable changes under the new Uniform Guidance.
Rebecca Goldstein, CPA/Assurance Services Senior Manager/Weaver/Austin

4 p.m. | PIC-ing the Right Code (Functions on the Left - Pics on the Right)
With the TEA special allotment monitoring program underway, there is no better time than the present to perform an in-depth analysis of your Program Intent Code (PIC) expenditures. We will present from the perspective of the school district, as well as the external audit on how to be in full compliance.
Karen Wiesman, EdD, CPA, RTSBA/Associate Superintendent for Business and Finance/Mansfield ISD/Mansfield
Guadalupe R. Garcia, CPA/Audit Partner/Whitley Penn/Houston

5 p.m. | ADJOURN


June 5, 2018 | Day 2



8 a.m. | Cradle to Grave: Staying Above Ground Through a FEMA Audit
Join us as we learn what is considered appropriate, sufficient documentation during a FEMA audit and all the preparation that goes into that process.
Jeb McPherson, CPA, CFF, FCPA/Senior Vice President/Disaster Recovery Services, LLC/Houston
Deb Gallagher, CPA, CFF, FCPA/Disaster Recovery Services, LLC/Houston

9 a.m. | 3 Rs You Need to Know for a School District’s State Aid – Review, Reconcile and Recognize
This session will allow participants to understand the data available through TEA’s website and through district information systems in order to accurately project state aid. This process allows auditors to recognize the revenue earned by the district in the current fiscal year as compared to the payments received.
Becky Bunte,CAE, CTSBO, SFO/Deputy Executive Director/TASBO/Austin

10 a.m. BREAK

10:15 a.m. | Construction Costs – Managing Risk in a Fast-Paced Era
Construction activity across the state is moving quickly and only going to increase as renovation and restoration projects related to recent natural disasters begin to receive funding. Managing construction-related risk is challenging without keen forethought and planning. From the selection of the construction method and contract type to current issues, we will discuss the risks associated with construction and practical risk mitigation strategies.
Daniel Graves, CPA/Partner/Weaver/Austin

11:15 a.m. | Procurement and Payroll Under the Uniform Guidance
Come learn everything you need to know about procurement and payroll under Uniform Guidance.
Karen Wiesman, EdD, CPA, RTSBA/Associate Superintendent for Business and Finance/Mansfield ISD/Mansfield
Ed Harper/Director of Purchasing/Mansfield ISD/Mansfield


1 p.m. | Staying in Compliance with Recent Legislative Updates
Each year, there are slight and major changes that add a layer of procedures for school districts and auditors alike. Come hear the latest state and federal legislative updates and their effects on school districts.
Sarah W. Langlois/Partner/Rogers, Morris & Grover, LLP/Houston

2 p.m. | Ask the Experts Panel
Back by popular demand! This session will be conducted in a Q & A format to allow you to bring all your questions to this panel of experienced auditors and regulators.

3 p.m. | ADJOURN