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2025 School District Audit Conference: Morning Sessions

Available Until

Online

5.20 Credits

Member Price $169.00

Non-Member Price $219.00

Overview

Sessions covered in this On-Demand replay of the School District Audit Conference:

DPI Update

This session provides auditors with updates affecting 2024-2025 audits. Topics include State Single Audit updates, DPI reporting, auditor compliance with DPI regulatory requirements, and other information relevant to current-year audits.

GASB Update

The Uniform Guidance changes, beginning with Oct. 1, 2024 federal contracts, are the most sweeping changes since 2014. Experts will discuss threshold changes as well as testing considerations. The GASB update will address the most recent significant GASB pronouncements, including compensated absences, accounting changes and error corrections.

WISEGrants & WISEData Finance

Explore how financial and grant reports look in WISEGrants and WISEData Finance to a school district, what procedures the district completes throughout the year and at year-end to ensure smooth annual reporting, and how procedures performed or not performed may affect the audit and risk assessment.

Beginner Single Audit Basics

Understand the basics of school district audits for beginners, including single audits.

NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.

Leader(s):

Leader Bios

Brianna Olson, Senior Manager, KerberRose S.C.

Brianna has more than nine years of governmental accounting experience. She is involved in governmental accounting andauditing. She specializes in providing financial accounting and auditing services to municipalities, utilities and schooldistricts, including those subject to Government Auditing Standards and the State Single Audit Guidelines, including theWisconsin Department of Public Instruction audit requirements.

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David Minch, Shareholder, KerberRose S.C.

David joined Schenck in 2016 and is responsible for performing the field work of audits for Wisconsin municipalities and school districts. His experience includes performing and managing audit fieldwork for cities, townships, watershed districts, special districts and charter schools. David has also assisted clients with preparing financial statements, submitting Single Audit Data Collect Forms and HUD REAC reporting. Prior to joining Schenck, David worked as an audit manager at Redpath and Company. He also held positions as a staff auditor with the Minnesota Office of the Legislative Auditor and as a revenue tax specialist at the Minnesota Department of Revenue.

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Ethan Hoffman, Manager, State & Local Government, KerberRose S.C.

Ethan has more than four years of experience in public accounting and has been with KerberRose for more than three years.He specializes in providing financial accounting and auditing services to state and local government entities. These servicesinclude, but are not limited to: providing services for clients which are subject to Government Auditing Standards, UniformGuidance audit requirements, State Single Audit Guidelines and Wisconsin Department of Public Instruction (DPI) auditrequirements. Examples of performed work include: preparation of PSC Report, Form C, as well as preparation of financialstatements, Single Audits and other State Financial Report Forms for government entities.

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Gregory Pitel, Shareholder, KerberRose S.C.

Greg has more than 17 years of governmental accounting and auditing experience. He specializes in providing services to governmental entities, including audits, accounting services, and various consulting services.

Greg oversees the completion of audits for a variety of Wisconsin municipalities and school districts. He prepares financial statements and reports for the Wisconsin Department of Public Instruction, Public Service Commission of Wisconsin, and other state agencies. In addition, he prepares water and sewer rate studies for local utilities and provides recommendations on rate structure. Greg has worked with a variety of governments across Wisconsin. Greg brings a consultative approach to governmental entities by listening to their challenges and finding customized solutions through a variety of capabilities, including assurance, compilation, outsourcing, and advisory services.

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Lisa Salo, Accounting Manager, Kenosha Unified School District

Lisa Salo is an Audit Manager in the Government and Not-for Profit Team at Schenck S.C in Milwaukee. She has over sixteen years of public accounting experience working primarily with government and not-for-profit organizations. Lisa is a member of the AICPA, WICPA, GFOA and WIGFOA. She is also a member of the WICPA School District Auditors’ Conference Task Force Committee. Lisa has presented at WICPA conferences on issues relating to school district audits in 2009 and 2010 and has had an article published in the May/June 2011 WICPA On Balance magazine relating to the federal and state single audit implications for local education agencies.

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Michelle Walter, Senior Manager, State & Local Government, Baker Tilly

Michelle is a Manager in the state & local government group of Baker Tilly Virchow Krause, LLP located in the Milwaukee office. She has extensive experience in providing accounting, financial and compliance auditing and consulting services to governmental entities. She is a member of the American and Wisconsin Institutes of Certified Public Accountants. She received her Bachelor of Science in Accounting from the University of Wisconsin – La Crosse.

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Olivia Bernitt, School Finance Auditor, Wisconsin Department of Public Instruction

Olivia started as a School Finance Auditor with the Department of Public Instruction in April 2020. Olivia assists with developing, implementing and determining adherence to accounting, financial reporting, and auditing requirements for public school districts. Additionally, Olivia is responsible for any Fund 73/employee benefit related issues, self-funded insurance, debt entries and membership audits. Prior to joining DPI, Olivia worked in Public Accounting where she completed financial statement and single audits of local governments and non-profits entities.

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Non-Member Price $219.00

Member Price $169.00