School District Audit Conference

School District Audit Conference

School District Audit Conference


School districts have highly specialized needs and rely on those involved with their audits to remain current on the latest DPI updates, important topics and audit tools. Presented directly by the source that sets the auditing standards and procedures for school district audits and many other highly regarded experts, attending the School District Audit Conference is the best way to get the information and insights you need.

For those who aren't able to attend the conference in person, you can still get the best updates, insights and guidance you need with our new livestream option that includes all of the general sessions and the most popular breakout sessions! The registration page and more details for attending via WICPA CPD Livestream are available here.

8.0 CPD Credits


Registration is open through 05/23. Register by 05/08 for Early Bird Pricing.

Member Price

$349 / $319 Early-Bird pricing ends on 05/08/2019.

Nonmember Price

$399 / $369 Early-Bird pricing ends on 05/08/2019.

Student Price


Thursday, May 23

8:00am to 4:10pm (Check-In 7:00am)

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Kalahari Resort & Convention Center

1305 Kalahari Dr
Wisconsin Dells, WI 53965

Map and Directions


Thursday, May 23rd

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

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

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

Terry Casper, Advanced Accountant, Wisconsin Department of Public Instruction

Jillian Raff, School Finance Auditor, Wisconsin Department of Public Instruction

This session will provide auditors with updates affecting 2018–2019 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

Matthew Drzewiecki, Senior Accountant, Baker Tilly

Michelle Walter, Manager, Baker Tilly

If you are beginning your career as an auditor, you won’t want to miss this session. The session will help prepare you for auditing local education agencies and discuss tools available for the beginner auditor. Receive an overview of the Wisconsin Department of Public Instruction (DPI) website and review the online DPI school district audit manual, district report deadlines and the audit programs specific to Wisconsin school districts.

An overview of the requirements of a federal single audit will also be discussed. This includes using the risk-based approach to plan the single audit and select the programs to test, followed by the general compliance requirements of a single audit.

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Shelly Babler, Assistant Director, Title I & School Support Staff, Wisconsin Department of Public Instruction

Timothy Coulthart, Assistant Director, School Management Services, Wisconsin Department of Public Instruction

Brielle Glatzel, Title I Fiscal Monitoring Consultant, Wisconsin Department of Public Instruction

Receive an update on federal grants with a specific focus on the new Supplement-Not-Supplant provision of Title I, Part A. Discussion will also include information about new state grants, including the School-Based Mental Health Services and Personal Electronic Computing Devices grants, administered by the Wisconsin Department of Public Instruction (DPI), and the Department of Justice School Safety Grant. Presenters will close the session by providing navigation tips for auditors when accessing WISEgrants, DPI’s web-based application for federal grants.

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12:35PM TO 2:05PM / General Session

Warren Bostrom, Associate Professor of Accounting & Finance

Learn the difference between the law and ethics, understand the attitudes of others as it relates to ethics and learn from current real-world ethical violations. Discuss an ethical decision-making framework you can use when facing ethical dilemmas as well as examples and benefits of being an ethical leader.

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2:20PM TO 3:10PM / Breakout Sessions

Karen Kerber, Partner, KerberRose S.C.

The AICPA has been focusing on particular audit areas as part of their Enhancing Audit Quality initiative. Attend this session to learn ways to ensure your organization is complying with the standards.

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John Lavarda, Actuarial Consultant, Key Benefit Concepts, LLP

Linda Mont, Senior Benefit Consultant, Key Benefit Concepts, LLP

Attend this session to hear about other post-employment benefits (OPEB), the valuation process and reporting with focus on specific areas of concern for both the actuary and auditor. This interactive session will include questions to the audience regarding some specific items and ways to better coordinate activities between the auditors and actuaries. Bring questions and concerns auditors have with actuarial services and the report provided, as well as suggestions for improvements to the process.

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3:20PM TO 4:10PM / General Session

Susannah Flilpovic, Audit Manager, Baker Tilly

With pension and other post-employment benefits (OPEB) implementation close to being fully behind us, this session will look ahead to what changes are coming next. The GASB has been busy, and the new standards for Fiduciary Activities and Leases will have a big impact on school district financial statements. Learn about what’s new in 2019, other recent issuances to have on your radar and the topics currently being deliberated that you can influence right now.

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4:10PM TO 4:15PM / 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.