School District Audit Conference

School District Audit Conference

School District Audit Conference

Overview

Your Source For Key Updates & Insights on Timely Issues

Attend this year's School District Audit Conference to hear directly from the source that sets the auditing standards and procedures for school district audits, as well as highly regarded experts covering important topics such as DPI updates, school district legal obligations, single audit basics for the beginner auditor, WISEgrants tips and ESF updates, along with the latest on upcoming GASB standards.

Audience

Beginner and advanced auditors of Wisconsin school districts, including partners, principals, shareholders, controllers, accounting and auditing staff, managers and other financial staff will all benefit greatly by attending.

Online Option

For those unable to attend the conference in person, another option is available! This year's School District Audit Conference will be streamed live, including all of the general sessions and the most popular breakout session! The registration page and more details for attending via WICPA CPE Livestream is available here.

Overnight Accommodations

A block of rooms has been reserved at the Milwaukee Marriott West in Waukesha for the night of Wednesday, May 24. To make your reservation in the room block, call 262-574-0888 and mention you are booking with the WICPA School District Audit Conference. Please make your reservation by April 25. 

8.1 CPE Credits

Registration

Registration is open through 05/25. Register by 05/11 for Early Bird Pricing.

Member Price

$359 / $329 Early-Bird pricing ends on 05/11/2023. / $309 Super Early-Bird pricing ends on 04/27/2023.

Nonmember Price

$459 / $429 Early-Bird pricing ends on 05/11/2023. / $409 Super Early-Bird pricing ends on 04/27/2023.

Student Price

$30

Thursday, May 25

8:00am to 4:15pm (Check-In 7:00am)

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WICPA

W233N2080 Ridgeview Pkwy Ste 201
Waukesha, WI 53188

Map and Directions

Agenda

Thursday, May 25th

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

8:00AM TO 8:10AM / General Session

Wendi Unger, Partner, Baker Tilly

8:10AM TO 9:35AM / General Session

Matt Baier, Fiscal Data Coordinator, Wisconsin Department of Public Instruction

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

This session will provide auditors with updates affecting 2022-2023 audits. Topics will include DPI reporting, auditor compliance with DPI regulatory requirements and other information pertinent to current year audits. Information pertaining to WISEdata Finance and the Wisconsin School Finance Portal, the new reporting systems that will be the next generation of school finance reporting will also be covered.

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9:50AM TO 11:30AM / General Session

Matt Baier, Fiscal Data Coordinator, Wisconsin Department of Public Instruction

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

Opening session continued.

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12:15PM TO 1:55PM / Breakout Sessions

Matthew Drzewiecki, Senior Accountant, Baker Tilly

Michelle Walter, Senior Manager, Baker Tilly

This session will provide an overview of the terminology used in single audit, along with when it is applicable and what it requires of the auditor. It will also discuss the use of a risk-based approach, testing and reporting requirements.

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Brianna Pero, Grants Specialist - Advanced, Wisconsin Department of Public Instruction

Josie Smith, Federal Fiscal Monitoring Consultant, Wisconsin Department of Public Instruction

The Education Stabilization Funds (ESF) consists of three separate grant programs (ESSER I/GEER, ESSER II and ESSER III) and is used to support schools in recovering from the COVID-19 pandemic. This session will provide updates on ESF, an overview of the single audit process for the ESF grant programs and tips on how WISEgrants can enhance the single audit process.

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2:05PM TO 3:05PM / General Session

Shana Lewis, Attorney/Shareholder, Renning, Lewis & Lacy, S.C.

Laura Pedersen, Associate Attorney, Renning, Lewis & Lacy, S.C.

An experienced Wisconsin school district legal counsel will review the latest legal issues impacting Wisconsin public school districts and answer your burning questions about current and often controversial matters.

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3:15PM TO 4:15PM / General Session

David Minch, Partner, KerberRose S.C.

Amber Tigert, Senior Auditor, KerberRose S.C.

Attend this session for an overview of upcoming GASB standards and how they will impact the financial statements.

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4:15PM TO 4:20PM / General Session

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