Live Stream: Governmental & Not-For-Profit Conference

802  |  TSCPA Virtual Events  |  Update  |  Scheduled

Description

LIVE STREAM:   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.

As a financial professional working for and with government and not-for-profit entities, get up-to-date on new regulatory changes and effective best practices at this year’s two-day Governmental & Not-for-Profit Conference. 

Day one offers sessions on fraud and internal control. Day two features governmental sessions. The livestream will only feature the governmental track.

You will gain insightful perspectives from thought leaders, while discovering financial management strategies that best fit your organization’s needs. The 2018 Governmental & Not-for-Profit Conference will not only give you the year’s most comprehensive update but an opportunity to get your questions answered by the industry’s top experts.

Looking for the in person option of this conference? Please visit this link for more information and registration.

Credits

Number of Credits Type of Credits
12 Accounting (Governmental)
4 Auditing (Governmental)
13.33 CLE

Prices

Member (Early Bird)
$465.00
Non-Member (Early Bird)
$565.00
Member
$465.00
Non-Member
$565.00
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

Facilitators

Glenn L. Helms, CIA, CPA, CISA, CFF, CITP

Dr. Glenn L. Helms was the Arthur Young Fellow in IT Auditing at the University of Houston and has served as Director of Certification for the International Certified Information Systems Auditor program. He has served on numerous national and international academic and professional committees, including the American Institute of Certified Public Accountant’s Auditing Standards Board’s Computer Auditing Subcommittee and its Specialized Accreditation Board.

He has recent and numerous years’ experience in public accounting and serves as a consultant to various organizations. He has provided consulting services to Fortune 100 firms, Big Four CPA firms, and financial institutions throughout North America, Europe, and the Pacific Rim. Some of his experience includes assisting a publicly held company in establishing an IT auditing department, performing audits of local governments, and designing accounting systems for a variety of types of entities

He has presented over 2,000 professional seminars and conferences. He has published over 50 articles in a wide range of practitioner and academic journals. He has served on the editorial advisory boards of several national and international journals. His over twenty-five books address security, fraud, and internal controls (for small and public entities) in a variety of systems, including Cloud based and E-commerce systems. His recent works include several books on forensic accounting.

Glenn is a multiple year recipient of the outstanding Discussion Leader Award from the AICPA. He has received similar awards from several state societies and universities.

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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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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 34-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). He has been selected as 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, 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, Arkansas, 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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Theresa J. Creeden, CPA

After graduating magna cum laude from Stonehill College in 1980, Terry Creeden began her career with the Commonwealth of Massachusetts. Working for the Department of Public Welfare, Provider Review and Sanctions Unit, she participated in audits and reviews of Massachusetts nursing homes and the trustee accounting of patient funds.

In January 1986, Terry transferred to the Massachusetts Rate Setting Commission. She first served as the Chief Auditor, Bureau of Long-Term Care, and then as the Chief Auditor, Bureau of Social and Mental Health Services. During her service to the Commonwealth, she participated in the development and use of various cost reports and Uniform Financial Statements. She assisted the Massachusetts Office of the Attorney General in investigations and compliance.

Terry has focused her continuing professional education in the accounting, auditing, and tax areas for not-for-profit entities. She has completed the Certificate of Educational Achievement program for Governmental Accounting and Auditing. Terry is a member of the American Institute of Certified Public Accountants (AICPA) and the Massachusetts Society of Certified Public Accountants (MSCPA). In addition, she is a former member of the Board of Directors and past chairperson of the Not-For-Profit Committee of the MSCPA. She continues to serve on its Continuing Education Committee and Not-For-Profit Committee.

Terry is a frequent instructor of MSCPA- and AICPA-sponsored non-seminars. She won the AICPA Society Outstanding Instructor Award for 1995 and 1996. Terry joined the firm of Sandberg & Gonzalez in December 1989 and was accepted as a partner in July 1993.

Terry is licensed to practice public accounting in Massachusetts and Rhode Island. Utilizing her extensive knowledge and experience, she supervises and participates in numerous reviews, audits, “Yellow Book Audits,” and “A-133, Single Audits.” In addition, she provides various consulting services to the community as well as technical assistance to fellow professionals.

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Paulina Haro, CPA

Paulina Haro is a supervising project manager with the Governmental Accounting Standards Board in Norwalk, Connecticut. Her current project assignments include Revenue and Expense Recognition, Electronic Financial Reporting, and information technology projects. She contributed to the development of Statements on Fair Value Measurement (72), Blending Requirements (80) and Irrevocable Split Interest Agreements (81).

Before joining the GASB staff in 2014, Paulina worked as Financial Analyst, Cash Manager and subsequently as Treasurer for the City of Fayetteville, North Carolina, and CIP Fiscal Manager for the City of Raleigh.

Paulina received a Bachelor Degree in Business Administration–Accounting with Summa Cum Laude honors from Campbell University. She also holds a Masters in Business Administration from the University of North Carolina, Chapel Hill, and is licensed as a Certified Public Accountant in the State of North Carolina.

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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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