Winter Governmental Auditing & Accounting Conference...American Institute of CPAs, New York, NY 3:20...

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Who will benefit? CPAs and accounting professionals working within the municipal environment and practitioners who complete governmental audits Developed by: Oregon Society of Certified Public Accountants Governmental Accounting and Auditing Strategic Committee Attend in-person or via live-stream webcast. 2019 OSCPA Winter Governmental Auditing & Accounting Conference Monday, January 28, 2019 Holiday Inn Portland South 25425 SW 95th Ave. Wilsonville, OR 97070 CPE: 8 hours Level: 4 (Update) In-Person Event: #10217 Webcast Event: #W32139 Yellow Book CPE! details inside

Transcript of Winter Governmental Auditing & Accounting Conference...American Institute of CPAs, New York, NY 3:20...

Page 1: Winter Governmental Auditing & Accounting Conference...American Institute of CPAs, New York, NY 3:20 p.m. Refreshment Break 3:35 p.m. 2018 Yellow Book Changes Tonya M. Moffitt, CPA

Who will benefit?CPAs and accounting professionals working within the municipal environment and practitioners who complete governmental audits

Developed by:Oregon Society of Certified Public AccountantsGovernmental Accounting and Auditing Strategic Committee

Attend in-person or via live-stream webcast.

2019 OSCPA Winter Governmental Auditing & Accounting Conference

Monday, January 28, 2019 Holiday Inn Portland South25425 SW 95th Ave.Wilsonville, OR 97070

CPE: 8 hoursLevel: 4 (Update)

In-Person Event: #10217Webcast Event: #W32139

Yellow Book CPE!details inside

Page 2: Winter Governmental Auditing & Accounting Conference...American Institute of CPAs, New York, NY 3:20 p.m. Refreshment Break 3:35 p.m. 2018 Yellow Book Changes Tonya M. Moffitt, CPA

Schedule: Monday, January 28, 2019

7:15 a.m. Registration Opens

8:00 a.m. Welcome and Opening Remarks Cynthia A. Granatir, CPA Marion County, Salem, OR 2018-19 Governmental Accounting & Auditing Strategic Committee Chair

8:05 a.m. The Latest on Special Purpose Frameworks (OCBOA) for Local Governments Frank Crawford, President Crawford & Associates PC, Oklahoma City, OK

10:05 a.m. Refreshment Break

10:20 a.m. Measuring and Communicating a Local Government’s Financial Health and Success Frank Crawford, President Crawford & Associates PC, Oklahoma City, OK

12:20 p.m. Luncheon

1:20 p.m. Update on Standards for Audit, Preparation, Compilation, Review, and Attestation Engagements Michael P. Glynn, CPA American Institute of CPAs, New York, NY

3:20 p.m. Refreshment Break

3:35 p.m. 2018 Yellow Book Changes Tonya M. Moffitt, CPA Merina & Company LLP, Tualatin, OR

4:35 p.m. Closing Remarks and Conference Adjourns Cynthia A. Granatir, CPA Marion County, Salem, OR 2018-19 Governmental Accounting & Auditing Strategic Committee Chair

Yellow Book: Qualifies for Yellow Book CPE based on your unique audited entity. Registration includes: Conference materials, refreshment breaks, and luncheon. Vegetarian and special dietary options available – 5 days advance notice required.

Cancellation / No-Show Policy: Cancellations received 8 or more days prior to the conference will incur no penalty. Cancellations received 7 or fewer days prior to the event will be charged a $25.00 cancellation fee, or, without penalty, you may at the time of cancellation: 1) send a substitute; or 2) transfer your registration to another event of your choice. Registration fees can be transferred any time prior to the event date and will incur no penalty. Requests for refund or transfer on or following the event date cannot be honored. Refunds will be returned to company/individual issuing original payments. No-show registrants will receive event materials.

Policies & Guidelines: For a complete listing, including the recording policy, refer to the Policies & Guidelines at orcpa.org/news-resources/16:cpe.In case of unforeseen circumstances, speakers and topics are subject to change.

CPE: 8 hours • Level: 4 (Update)

Page 3: Winter Governmental Auditing & Accounting Conference...American Institute of CPAs, New York, NY 3:20 p.m. Refreshment Break 3:35 p.m. 2018 Yellow Book Changes Tonya M. Moffitt, CPA

Oregon Society of CPAs Governmental Accounting & Auditing Strategic CommitteeA special thanks to the following committee members who participated in the planning

of the 2019 Winter Governmental Auditing & Accounting Conference:

OSCPA Administration Chase Brunson, Conference Manager, Member Services & Professional Development

Tonna Hollis, Director, Member Services & Professional Development

Cynthia A. Granatir, 2018-19 ChairAnton P. Ballek

William R. BarkerLinda M. Barnett

Bradley G. BingenheimerBarbara J. BlueGerald W. Burns

Christen A. ColvinAmy I. Dale

Janice M. EssenbergJule B. Fahey

Jonathan D. GroverEileen E. HendricksChelsea A. HerronPhilip L. HopkinsJanell K. Howard

Gary J. IskraPhillip D. Johanson

Carol Ann KirbyAmanda L. MarbleChloe E. McMullenJohn I. Mickelsen

Daniel A. MileyTonya M. Moffitt

Ryan T. PasquarellaRoy R. Rogers

Mylen N. ShenkerCharles A. Swank

Steven L. TuchschererRonald R. Vaught

Robert G. Yingling, Jr.Nancy L. Young-Oliver

Member Fee: $320 / Nonmember Fee: $395

Turn the page for registration details!

Bring the 2019 OSCPA Winter Governmental Auditing & Accounting Conference to the office – 3 options!

Questions? Contact the CPE Division at 503-641-7200 / 800-255-1470 ext. 3 or email [email protected].

Please be advised that all sales are final as all materials are custom printed

for your unique order.

3. Informational Package (No CPE)Available February 22, 2019.

• NOT designed for CPE credit.• Includes a link to the recorded program and one set of

participant materials.

2. On-demand Group CPE Training Package Conference viewed through a link to the recorded program. Available February 22, 2019.

• To provide CPE credit, the Oregon Board of Accountancy requires you follow specific rules pertaining to CPE as the sponsor for your locally offered program.

• Firm/business supplies a qualified discussion leader to assure CPE credit for each participant. Minimum of two participants required.

• Fee includes on-site CPE Credit Compliance packet, discussion leader materials, and materials for two participants. For groups with more than two participants, additional materials are required for each participant.

1. Group CPE Live-Stream Webcast Conference viewed live-stream, as if you are physically at the conference site.

• Participants can email questions to speakers during the program.• Firm/business designates an employee to serve as Course

Administrator to assure CPE credit for each participant. • Discounts for groups of 6+.

Group CPE Live-Stream Webcast

Date Fee Per Person 1-5 Participants

Fee Per Person 6+ Participants

Winter Governmental Auditing & Accounting Conference (8 hrs)

1/28/19 $320 $290

On-demand Group CPE Training

Group Fee 2 Participants

Materials Fee Per Person 3+ Participants

Winter Governmental Auditing & Accounting Conference (8 hrs)

$369 $109

Informational Package (No CPE) Fee Per Person

Winter Governmental Auditing & Accounting Conference (8 hrs)

$199

Visit orcpa.org/cpe-oscpa-events/online-learning#group-live-streamTo order

Visit orcpa.org/marketplace/oscpa-productsTo order

Visit orcpa.org/marketplace/oscpa-productsTo order

Page 4: Winter Governmental Auditing & Accounting Conference...American Institute of CPAs, New York, NY 3:20 p.m. Refreshment Break 3:35 p.m. 2018 Yellow Book Changes Tonya M. Moffitt, CPA

Name: _____________________________________________OSCPA Member #: ___________________________________Business Address: ___________________________________ City: _______________________________________________State: ________________________ Zip: __________________Telephone: __________________________________________Email: _____________________________________________

r Check payable to OSCPACheck One: r Visa r Mastercard r AMEX r DiscoverCheck One: r Business Card r Personal CardCardholder Name:______________________________________ Card #: _______________________________________________ Amount Paid $: _________________ Exp. Date: ___________Signature: __________________________________________

PLEASE CHECK ALL THAT APPLY:r OSCPA Memberr Member of _____________________State CPA Society r Uncertified staff of OSCPA Member. Employee not eligible for membershipr Special/Dietary Needs: ___________________________

2019 Winter Governmental Auditing & Accounting Conference

2019 OSCPA Winter Governmental Auditing & Accounting Conference January 28, 2019 Holiday Inn Portland South, 25425 SW 95th Ave., Wilsonville, OR 97070 Member Fee: $320 / Nonmember Fee: $395

REGISTRATION OPTIONS:1. Online: orcpa.org/cpe-oscpa-events/events-catalog2. Mail registration form and payment to: OSCPA, PO Box 4555, Beaverton, OR 97076-4555 3. Questions: Contact OSCPA at 503-641-7200 / 800-255-1470, ext. 3 or email [email protected]

Receive course materials as (select one): r Paperless (You will be emailed a link to the PDF materials three days prior to the conference) r Hard copy (Printed materials will be provided)

REGISTER ME FOR:r Winter Governmental Auditing & Accounting Conference – In-person – #10217r Winter Governmental Auditing & Accounting Conference – Webcast – #W32139