Governmental and Not-For-Profit Conference

602  |  Conference  |  Update  |  Scheduled

Description

As a financial professional working for and with governmental and not-for-profit entities, you see firsthand how complex and unique these organizations, their stakeholders and in turn, their accounting needs can be. That’s why TSCPA offers the annual Governmental and Not-for-Profit Conference.

This year, day one features sessions on internal controls, cost allocation reports and fraud with an emphasis on cybersecurity. Rounding out the day, Jerry Durham will provide an update from the state comptroller’s office. Day two offers breakout sessions on either a governmental or not-for-profit track, followed by a discussion of state-specific fraud cases and Q&A with experts.

Need a hotel room over the course of the conference? Please visit our dedicated Marriott booking website. If you would like to call in your reservation, please call 615-261-6100 and mention TSCPA Governmental Conference Rate. This rate is good through May 8.

LIVE STREAM OPTION: If you are unable to join us in Franklin - or prefer to skip the travel - you can still take part in the conference.  Our online attendance option brings the conference direct to you via live streaming. Please visit this link for more information and registration.

Credits

Number of Credits Type of Credits
13.00 Accounting (Governmental)
3.00 Auditing (Governmental)

Prices

Member (Early Bird)
$465.00
Non-Member (Early Bird)
$565.00
Member
$515.00
Non-Member
$615.00
Registration for this event has closed. If you have any question or concerns please give us a call at 615-377-3825 or send us an e-mail at registrar@tscpa.com

Speakers

Matthew L. Hill, CPA

Matt Hill is a Partner with Mauldin & Jenkins, CPAs. He received his undergraduate and masters’ degrees from the University of Georgia. He has been with Mauldin & Jenkins for 19 years in the Macon, Atlanta, and the Chattanooga offices where he works exclusively with governmental clients. His experience with Single Audits includes supervising the Single Audit of the Medicaid Program for the State of Georgia, which included federal expenditures in excess of $6 billion.

He teaches the firm’s Single Audit training class, has taught various CPE courses to clients, the Tennessee Society of CPAs, and the Georgia Society of CPAs. He is a member of the Tennessee Society of CPAs, the Georgia Society of CPAs, and the Association of Governmental Accountants.

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Ross W. Cannon, CPA

Ross W. Cannon, CPA, is a Director in the Entrepreneurial Services practice of Mauldin & Jenkins. Ross graduated with a Bachelors of Business Administration in Accounting and a Masters of Accounting from Georgia Southern University in 2006. He began his career with Mauldin & Jenkins shortly after graduation. Ross lives with his wife Jennifer in the Vinings area of Atlanta.

Since joining Mauldin & Jenkins, Ross specializes in providing attestation services for a wide range of industries, including not-for-profit organizations, healthcare entities, affordable housing, higher education, and middle market businesses. Ross also provides accounting, tax and consulting services to individuals, corporations, and partnerships.

Ross is a member of the American Institute of Certified Public Accountants (AICPA) and the Georgia Society of Certified Public Accountants (GSCPA). Ross serves on the Leadership Council and the A&A Advisory Council for the GSCPA. He also serves on the committee for the Smyrna Chapter of Ducks Unlimited and is in the incoming state treasurer for Georgia Ducks Unlimited.

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Brandon R. Smith, CPA

Brandon R. Smith, Certified Public Accountant, brought his passions for technology and accounting to Mauldin & Jenkins in 2008. As a Director based in the Atlanta office, he partners with organizations throughout the Southeast to help them deliver missions and serve customers effectively through a blend of capacity building, management consulting, and traditional accounting services.

Brandon’s experience includes evaluating internal control, cybersecurity, and risk management policies and practices to help organizations implement and expand established frameworks to meet operations, reporting, and compliance objectives. He is enthusiastic about transformative technologies and the impacts they have on the clients we serve and the accounting profession at large.

He is a member of Information Systems Audit and Control Association, American Institute of Certified Public Accountants, Georgia Society of Certified Public Accountants, Georgia Planned Giving Council, and Georgia Center for Nonprofits. He is also a volunteer instructor for Nonprofit University’s certificate programs.

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Randy R. Werner, CPA, JD, LLM/Tax

Werner responds to CAMICO loss prevention hotline inquiries and speaks to CPA groups on various topics. Werner has Big Four public accounting experience in federal and state tax as well as regional accounting firm experience. She practiced as a sole practitioner in estate planning beginning in 1984.

Werner has been a member of the California State Bar since 1983 and is a member of the Taxation section as well as the Taxation Section’s Procedure and Litigation Committee. Werner is currently the Government Relations Chair for the Peninsula–Silicon Valley Chapter of the California Society of CPAs. She earned a Bachelor of Science in Commerce, majoring in finance with an emphasis in marketing, from the Santa Clara University School of Business. She also earned a Juris Doctor from the Santa Clara University School of Law in 1983, a Master of Laws in Taxation from Golden Gate University in 1987, and a Master of Science in Accounting from San Jose State University in 2001.

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Jerry E. Durham, CPA, CGFM, CFE

Jerry is an Assistant Director for the State of Tennessee, Comptroller of the Treasury, Division of Local Government Audit. The division has statutory responsibility for audits of approximately 1600 local governments and related organizations in Tennessee. Many of these governments are subject to the Single Audit Act and OMB’s Uniform Guidance.

A 35-year veteran of the division, Jerry has served as an auditor, audit supervisor, training instructor, technical manager, and assistant director. Jerry is a Certified Public Accountant (CPA), Certified Government Financial Manager (CGFM), and a Certified Fraud Examiner (CFE). In his role as assistant director, he is responsible for developing professional compliance procedures and monitoring the division’s quality performance under GASB, AICPA, OMB, and GAO accounting and auditing standards. Jerry also has responsibility for supervising the contract review process within the division. Most recently, Jerry assisted the division in implementing GASB Statements 67 and 68. In addition, Jerry teaches training classes for the Tennessee Department of Audit (Yellow Book and Audit Findings). Jerry has been selected as Department of Audit Instructor of the Year four times. Jerry has made training presentations for several other professional organizations including the Tennessee Society of Certified Public Accountants; Mississippi Society of Certified Public Accountants, Missouri Society of Certified Public Accountants, Tennessee Government Finance Officers Association; National Association of State Auditors, Comptrollers and Treasurers; Association of Government Accountants; County Technical Assistance Service; Southeastern Intergovernmental Audit Forums; Nashville Chapter of the Association of Certified Fraud Examiners; and various county official’s associations. Jerry currently serves on GFOA’s CAAFR Committee, NASACT’s Financial Management and Intergovernmental Affairs Committee, and NSAA’s Audit Standards and Reporting Committee, Auditor Training Committee, and Peer Review Committee. He has served the National State Auditors Association External Peer Review program as a reviewer, team leader, and concurring reviewer and serves on the Special Review Committee for GFOA’s Certificate of Achievement for Excellence in Financial Reporting program. Jerry has also provided training for the New York City Comptroller’s Office and state auditors and administrative offices in Arkansas, Idaho, Kentucky, Minnesota, Mississippi, North Dakota, Montana, West Virginia, and North Carolina. In addition to these duties, Jerry currently serves on the state’s Interagency Cash Flow Committee which operates under the authority of the Tennessee State Funding Board.

Jerry was a partner in the accounting firm of Crosthwaite Durham and Associates. He also served as controller for Rural Healthcare of America, Inc., and taught accounting as a member of the adjunct faculty for Columbia State Community College and Austin Peay State University.

Jerry received his accounting degree from the University of Tennessee at Martin. He is a member of the American Institute of Certified Public Accountants (AICPA); the Association of Government Accountants (AGA) and the Nashville Chapter where he served as chair of the CGFM committee; the Government Finance Officer’s Association (GFOA) and the Tennessee Government Finance Officers Association (TGFOA) where he serves as state liaison to the Board of Directors; the Association of Certified Fraud Examiners (ACFE) and the Nashville Chapter of ACFE. Jerry is also a graduate from the Tennessee Government Executive Institute (TGEI) which is a training program for government leaders through the University of Tennessee.

Jerry is married and has three children and four grandchildren.

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Diane E. Edelstein, CPA

Diane E. Edelstein is a partner at Maher Duessel in Pittsburgh, PA, and has over 25 years of experience in public accounting. Her entire auditing career has been of non-profits, governments, and Single Audit.

Diane was a member of the AICPA NPO Planning Conference Committee from 2012 to 2017 and speaks each year on Single Audit topics. She is also a past member of the AICPA Governmental Audit Quality Center Executive Committee. She has conducted peer reviews of Single Audits and is a prior member of the PICPA Professional Ethics Committee.

Diane received a B.A. in Accounting (with distinction) from George Mason University in Fairfax, VA.

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Jeffrey Lieman, CPA

Jeff Lieman currently heads his own consulting firm in Owings Mills, Maryland. He provides consulting services, contractual assistance services, and training to CPAs, their firms and their clients on matters related to US and International accounting principles, auditing standards, governmental auditing standards, and business planning services.

Jeff’s previous experience included serving as the Chief Financial Examiner for the Maryland Insurance Administration and being a Director for Ellin & Tucker, Chartered. As the Chief Financial Examiner, Jeff was responsible for the solvency examination of the Maryland domestic insurance companies. While Jeff was a Director for Ellin & Tucker, Chartered, he developed two new niche areas for the firm and supervised numerous audit service engagements. Jeff trained staff in many areas of accounting, administration and consulting and provided training services on a nation level to other organizations.

He reviewed numerous accounting systems and assisted in the selection and implementation of automated systems, helped develop policies and procedures for technology usage, work paper development, administrative procedures and other office policies, and also provided Peer Review Services (SEC section). Jeff also served as a senior manager with KPMG/Baltimore. At KPMG he maintained client relations, marketed audit, tax and consulting services, and managed audit related services for publicly traded and privately held entities.

His clients have included real estate ventures, printing and publishing companies, electronic manufacturers, wholesale distributors, retail stores, financial institutions, construction contractors, Governmental units, and various nonprofit organizations.

Mr. Lieman has been a national trainer for KPMG where he developed training materials for staff and instructors and is recognized nationally as a lecturer for various accounting, auditing and technology topics and has been quoted in various trade journals. He was elected Chairman of the Year by the Maryland Association of CPAs for chairmanship of the Computer Recourses Committee.

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Scott Reeser, CPA

Scott Reeser is a senior project manager with the Governmental Accounting Standards Board (GASB) in Norwalk, Connecticut. He is currently working on GASB projects related to the reexamination of the financial reporting model and public-private partnerships. Previously, he has worked on several projects, including those leading to statements on accounting and financial reporting for postemployment benefits, fiduciary activities, and transactions reported as deferred outflows of resources and deferred inflows of resources.

Before joining the staff of the GASB in 2010, Mr. Reeser spent ten years working for the Office of the Comptroller in the State of Illinois. During that time, Mr. Reeser was responsible for the coordination and preparation of the state’s Comprehensive Annual Financial Report and the development of statewide accounting policies. His previous experience also includes over five years with a public accounting firm performing financial and compliance audits of not-for-profit entities and governmental agencies.

Mr. Reeser is a graduate of the University of Illinois at Urbana-Champaign and is a member of the American Institute of Certified Public Accountants and the Illinois CPA Society.

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L. R. Brison, CPA, CFE

L. Rene Brison, CPA, CFE is a Deputy Chief Investigator with the Tennessee Comptroller’s Division of Investigations. Rene is responsible for overseeing and directing investigations involving fraud, waste and abuse in local governments, state agencies, and other publicly funded entities.

Rene has worked with the Comptroller’s Office for over 30 years. She has directed hundreds of investigations, resulting in the discovery of millions of dollars in fraud, waste and abuse and the prosecution of numerous public and not-for-profit officials and employees. Rene has also provided expert witness testimony at trial and has worked closely with the TBI, the FBI, local District Attorneys General and local law enforcement groups.

Rene received her bachelor’s degree from the University of Tennessee at Martin. Rene is a member of the Association of Certified Fraud Examiners and has served as president of the Middle Tennessee Chapter. She frequently provides training to professional groups related to internal controls and fraud.

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Thomas M. Booher, CPA, CFE

Michael Booher CPA, CFE is an investigator with the Tennessee Comptroller of the Treasury, Division of Investigations where he investigates fraud involving public funds.

Prior to joining the Division of Investigations, he worked as an internal auditor for the Tennessee Department of Safety, and previously in public accounting. He is a graduate of Hampden-Sydney College and East Tennessee State University.

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Shannon M. Stephenson, MBA, CPA

Shannon Stephenson is the Chief Executive Officer of Cempa Community Care, in Chattanooga, Tennessee. Shannon is a Certified Public Accountant (CPA) and received her accounting degree from Tennessee Wesleyan University and her Master's from Lincoln Memorial University. She comes from a background in regulatory compliance, public health and safety, business administration, and emergency management. Shannon has a proven track record as a pioneer in cultivating the values of an organization to lead it to success. As an innovative and strategic leader, she uses her visionary approach to move the agency forward by developing culture, enhancing communication, creating strong alliances, and building high performing teams in a desirable work environment.

Since arriving in October of 2015, Shannon has been instrumental in expanding the programs and services offered by Cempa Community Care. After assessing the community needs, Cempa restructured its mission to champion healthy communities through compassionate and responsive delivery of education, health, social, and advocacy related services, while leading the cultural movement to prevent and cure infectious disease. Additionally, the agency expanded its operations and opened a sister site in partnership with East Tennessee State University Center of Excellence. Further strategic initiatives include introducing the Rapid Antiretroviral Program Initiative for new Diagnosis and Rapid Syphilis Testing; enhancing behavioral health and care coordination programs; launching a rural mobile clinic and syringe services program; rebranding the agency; and expanding access in minority communities.

As an emerging leader in Healthcare Administration, Shannon has engaged as a speaker or panelist concentrating on innovative practices, fiscal over site, and program compliance. Most recently, she accepted an invitation as a panelist for HRSA RWHAP Let’s Talk Rural Health discussion for recipients serving rural communities. Nationally, she serves as President of the Ryan White Clinics for 340B Access. Locally, she serves as the Chattanooga Chapter President for the Association of Governmental Accountants, and serves as a board member or committee member with several community-based organizations.

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David Sturtevant, CPA, CFE, CGFM

Sturtevant presently serves as the Contract Audit Review Manager for the Division of Local Government Audit, for the Office of the Comptroller of the Treasury of the State of Tennessee. His duties include monitoring contracted governmental audits, which encompasses the desk review of all contracted audited financial statements and review of audit working papers for selected audits. As the review manager, he also provides technical assistance to audit staff and CPA firms who audit entities for the division. He is a past committee member of the Department of Audit Advisory Committee on Training, and for several years was an in-house instructor.

Sturtevant is degreed from the University of Kentucky and graduated Magna Cum Laude with a Bachelor of Business Administration from Austin Peay State University. He lives in Kingston Springs, Tennessee with his wife, Nancy, a retired Davidson County High School teacher and currently an adjunct professor for Vanderbilt University. They have a son, Bryan, who is married to Allison Miller, and a grandson, Charlie.

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Jean K. Suh, CPA, CGFM

Jean is a contract audit review manager with the Tennessee Comptroller of the Treasury, Division of Local Government Audit. She started her career with the Tennessee Comptroller’s office as a contract audit reviewer in 1999. Since then, she has reviewed thousands of different types of audit reports and performed numerous audit documentation reviews. Now, she is responsible for the annual audit contractual process of more than 1,200 entities including municipalities, utility districts, public housing authorities, internal school funds, charter schools, quasi-governments and certain nonprofit and for profit entities. Her daily responsibilities include providing technical assistance to CPA firms and local government officials regarding accounting and auditing issues, as well as related laws, regulations and other compliance requirements.

Jean was born and raised in Seoul, South Korea. She moved to the United States after graduating Seoul National University with a B.S. in Horticulture and a minor in Communication Studies. After moving to the States, she set a new career goal to become a CPA and studied accounting at University of Maryland Baltimore County and Tennessee Technological University while raising a family. Jean is a Certified Public Accountant (CPA) and Certified Government Financial Manager (CGFM). She also holds a Certified Government Accounting Manger (CGAM) designation issued for Korean government accounting professionals who have passed examinations for both financial accounting and Korean governmental accounting. She is a member of the Association of Government Accountants (AGA) and a graduate from Lead Tennessee, a year-long leadership training program.

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