School District Audit Conference (Full Day)

School District Audit Conference (Full Day)

School District Audit Conference (Full Day)


The experts presenting at this year’s School District Audit Conference will help you unscramble the latest regulatory changes affecting school districts and provide essential updates and guidance. Combine that with TWO NEW LOCATIONS to attend this year in Stevens Point and Milwaukee; you’re bound to score big!

8.5 CPD Credits


Registration is open through 05/23.

Member Price


Nonmember Price


Student Price


Wednesday, May 23

8:00am to 4:30pm (Check-In 7:00am)

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Potawatomi Hotel & Casino

1721 W Canal St
Milwaukee, WI 53233

Map and Directions


Wednesday, May 23rd

7:00AM TO 8:00AM / General Session

8:00AM TO 8:05AM / General Session

8:05AM TO 10:05AM / General Session

Eugene Fornecker, School Finance Auditor, Wisconsin Department of Public Instruction

Brian Kahl, School Finance Auditor, Wisconsin Department of Public Instruction

In this session, you will learn about updates affecting 2017–2018 audits. Topics will include DPI reporting, auditor compliance with DPI regulatory requirements and other information pertinent to current-year audits.

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10:20AM TO 11:50AM / Breakout Sessions

Eugene Fornecker, School Finance Auditor, Wisconsin Department of Public Instruction

Michelle Walter, Baker Tilly

If you are a beginner auditor, you won’t want to miss this session, which will help prepare you for auditing local education agencies. Discussion will include the tools available for the beginner auditor as well as general auditor expectations, along with an overview of the DPI website and review of the online DPI school district audit manual, district report deadlines and audit programs specific to Wisconsin school districts.

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John Knepel, Partner, Baker Tilly

Receive an overview of all the new GASB statements effective for fiscal years ending June 30, 2018, and beyond by attending this session. A special emphasis will be placed on GASB Statement #74, which was implemented last year, and GASB Statement #75, which will be implemented this year. An overview of current projects on GASB’s technical plan will also be provided.

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12:35PM TO 2:05PM / Breakout Sessions

Carrie Diamond, School Finance Auditor, Wisconsin Department of Public Instruction

Andrea Kratz, School Finance Auditor, Wisconsin Department of Public Instruction

Attend this session to understand the Private School Choice Programs (Choice Programs) and Special Needs Scholarship Program (Special Needs Program) requirements for the financial audit. This includes the new modified financial audit that is an option for certain schools beginning with the 2017–2018 financial audits. Common questions will also be identified in the prior-year report.

In addition, you will learn about the completion of the enrollment audit reports, and receive an explanation of their changes.

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David Maccoux, Shareholder, Schenck SC

Audits of Wisconsin school districts include a review of internal controls, both at the financial statement and grant compliance level. State programs, including Equalization Aids and Special Education and School Age Parents, require certain compliance procedures to be performed annually. This session will focus on understanding and evaluating internal control deficiencies to ensure proper reporting within your school district audit reports.

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Michele Wiberg, Senior Vice President, Director - Wisconsin Office, PMA Securities, Inc.

Learn the basics of municipal debt issuance including terminology, the working group, DPI reporting, journal entries and post-issuance compliance.

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2:20PM TO 3:35PM / Breakout Sessions

Shelly Babler, Assistant Director, Title 1 School Support Team, Wisconsin Department of Public Instruction

Timothy Coulthart, School Finance Auditor, Wisconsin Department of Public Instruction

Review common audit findings from the 2016–2017 single audits, learn minimum requirements for procurement with federal funds, and explore an overview of DPI’s federal grant portal, WISEgrants. Additional information provided will include the Every Student Succeeds Act and its impact on the 2017–2018 federal funds.

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Paul Frantz, Baker Tilly

Timothy Sowinski, Baker Tilly

Attend this session for an overview of the requirements of the federal single audit including planning, selection of programs to be tested, compliance requirements and the use of a risk-based approach.

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Andrea Kratz, School Finance Auditor, Wisconsin Department of Public Instruction

Learn about the Special Needs Scholarship Program, through which a student with a disability, who meets certain eligibility requirements, can receive a state-funded scholarship to attend a participating private school. This session will include a review of the initial student eligibility requirements and the requirements for schools participating in the program.

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3:40PM TO 4:30PM / General Session

Christine Hamiel, Shareholder and Chair of the School Law Section, von Briesen & Roper, s.c.

Robert Mathers, Shareholder, von Briesen & Roper, s.c.

The legal landscape changes daily. Just when you think you have the laws and audit standards figured out, Congress, the State Legislature, or a court tells us what we are doing needs to be changed. This session is designed to give attendees the latest information on legal developments and how some accountants have been affected. Real cases involving conflicts of interest rules, due care and other ethical issues will be woven into the hot issues facing the profession.

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4:30PM TO 4:35PM / General Session


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Course Materials

Note: An electronic copy of course materials is included for all registrants and can be accessed via the My WICPA section 7 days prior to the course date.