Drive-In Workshop

December 3, 2019 Greenville, SC

Sessions


FASB Update

Lyndsay Ball

Program Level: Basic

No prerequisites or advanced preparation is necessary.

This session will provide an overview of the FASB standards becoming effective in the next few years as well as the board’s technical agenda and pre-agenda research projects. The session will also include an auditor’s view on the audit issues related to the new and future standards.

After completing this course, you will be able to:

  • Understand the upcoming FASB standards; and
  • Identify the implementation and audit issues surrounding the standards.

GASB Update

Howie Houston

Program Level: Basic

No prerequisites or advanced preparation is necessary.

This session will provide an overview of the GASB standards becoming effective in the next few years as well as the board’s technical agenda and pre-agenda research projects. The session will also include an auditor’s view on the audit issues related to the new and future standards.

After completing this course, you will be able to:

  • Understand the upcoming GASB standards; and
  • Identify the implementation and audit issues surrounding the standards.

The Enemy Within: Exposing the Hidden Dangers of Employee Theft and Fraud

Jason Ligon

Program Level: Basic

No prerequisites or advanced preparation is necessary.

After completing this course, you will be able to:

  • Understand an overview of fraud schemes.
  • Explore fraud risk trends and potential impact on educational institutions.
  • Have knowledge of monitoring for fraudulent activity and how to perform effective internal investigations.
  • Examine recent cases of possible fraud.

Update: Student Financial Assistance Cluster / Single Audit

Megan Heindl and Kelly Jones

CJ Palmer and Howie Houston

Program Level: Basic

No prerequisites or advanced preparation is necessary.

This session will provide updates on guidance on performance of an audit of Student Financial Aid (SFA) in accordance with the Uniform Guidance for nonprofit colleges and universities.

After completing this course, you will be able to:

  • Comprehend the updates to the SFA regulations for the 2019-20 award year;
  • Summarize the updates to the Department of Education’s Audit Guide; and
  • Identify common exceptions in SFA.
  • State the key audit requirements to 2019 compliance supplements; and
  • Understand other important federal updates and the latest from GAQC.

Tax Update for Higher Education

Janice Ratica

Program Level: Basic

No prerequisites or advanced preparation is necessary.

This session will cover emerging tax issues for university business officers, including the latest developments with respect to tax reform.

After completing this course, you will be able to:

  • Identify key areas of exposure such as unrelated business income activities; payroll and fringe benefits; and other information and reporting requirements; and
  • Discuss emerging tax matters affecting your institution.

Budgeting Process Perspectives

Brian D’Amico

Program Level: Basic

No prerequisites or advanced preparation is necessary.

This session uses case studies to illustrate how one Higher Education institution tackled a budget modeling opportunity and will include a break out session for small group collaboration on budgeting and best practices.

After completing this course, you will be able to:

  • Identify new opportunities to approach and contribute to improve budgeting.

Winning Ways: Superior Execution of Business/Technology Projects

Tom Uva and Brent Emerson

Program Level: Basic

No prerequisites or advanced preparation is necessary.

With the premise that projects are the “execution arm” of business strategy, the objective of this presentation is to provide attendees with an overview of new innovations in linking business strategy and project delivery.

After completing this course, you will be able to:

  • Identify the industry trends in project delivery and execution;
  • Understand the anatomy of a successful project; and
  • Summarize how exemplar organizations handle strategy and execution.