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 reporting, auditor compliance with DPI regulatory requirements, information pertaining to WISEdata Finance and the Wisconsin School Finance Portal, the latest on upcoming GASB standards, recent trends in Wisconsin school finance, single audit basics for the beginner auditor, creating an ethical culture in the workplace, and more.

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 Tuesday, May 21, with a room rate of $149 (plus tax). To reserve a room in the block, please call 262-574-0888 and mention you're attending the WICPA School District Audit Conference by April 25.

7.4 CPE Credits

Registration

Registration is open through 05/22. Register by 05/06 for Early Bird Pricing.

Member Price

$359 / $329 Early-Bird pricing ends on 05/06/2024.

Nonmember Price

$459 / $429 Early-Bird pricing ends on 05/06/2024.

Student Price

$30

Wednesday, May 22

8:00am to 3:30pm (Check-In 7:00am)

Add to Calendar

WICPA

W233N2080 Ridgeview Pkwy Ste 201
Waukesha, WI 53188

Map and Directions

Agenda

Wednesday, May 22nd

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

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

Wendi Unger, Partner, Baker Tilly

8:10AM TO 9:20AM / General Session

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

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

James Rhinerson, School Finance Auditor, Wisconsin Department of Public Instruction

This session will provide auditors with updates affecting 2023-2024 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.

Read More

9:30AM TO 10:40AM / General Session

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

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

James Rhinerson, School Finance Auditor, Wisconsin Department of Public Instruction

Opening session continued.

Read More

10:50AM TO 11:40AM / Breakout Sessions

Tanner Fuhr, Senior Audit Associate, Baker Tilly

Jenna Reed, Senior Audit Associate, Baker Tilly

Michelle Walter, Senior Manager, Baker Tilly

This session will provide an overview of school district audits for beginners, including single audits.

Read More

Ethan Hoffman, Senior Accountant, State & Local Government, KerberRose S.C.

David Minch, Partner, KerberRose S.C.

Attend this session for an overview of new GASB standards and their impact for school district auditors.

Read More

12:20PM TO 2:20PM / General Session

George Heyman, Professor Emeritus of Accounting & Economics, Oakton Community College

In this practical guide to being ethical, we will explore underlying principles that can lead to better ethical decisions. This includes asking how the increase in remote work and use of artificial intelligence impacts our ethical decision making and accountability, with the goal of creating an ethical culture in the workplace. 

Read More

2:30PM TO 3:30PM / General Session

Jordan Masnica, Vice President, Baird

Elise Murn, Vice President, School Business Specialist, Baird

Schools today face a unique amalgamation of challenges that have moved many to seek capital and operational referenda to meet their needs. This presentation will provide the historical context of school district funding and outline the revenue sources that school districts can utilize under revenue limits and the state biennial budget to continue to operate and provide opportunities for students. The focus will also be on trends auditors may be noticing as a historic number of districts use referendum-approved dollars to balance their operating budgets.

Read More

3:30PM TO 3:35PM / General Session

Options

Please select one of the following options

Register Now