2017 Governmental & Not-for-Profit Conference Bundle

OL106-17  |  On Demand  |  Update  |  Self-Study

Description

Purchase this bundle and save 20% off the price of purchasing the courses individually.

Total CPE Credit: 14 Total Hours (11 Hours A&A, 2 Hours M, 1 Hour T)
*CPE credit will be awarded upon completion of each course included in the bundle.

Expiration Date: May 31, 2018

Courses Included in this Bundle:

  1. Leveraging Internal Control Frameworks for Success
  2. 2017 GASB Update
  3. Common Causes of Audit Failures
  4. Auditing in Tennessee, It's Different
  5. Building Personal and Organizational Cyber Defense - Understanding Hackers Today
  6. Peer Review & Independence Issues
  7. Property Tax Abatement in Tennessee
  8. UG or UGG: Either way, it's Different!

Prerequisites

None

Preparation

None

Notes

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Prices

Member (Early Bird)
$385.00
Non-Member (Early Bird)
$485.00
Member
$385.00
Non-Member
$485.00
Your Price: $485.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

Members log in and save $100.00 on this event. Not a member? join today.

Facilitators

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. A 33-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; 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.

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G. M. Mamantov

Mamantov is a member of Bass, Berry & Sims PLC, where he chairs the largest public finance practice in the State of Tennessee. Having practiced in the public finance area for over 30 years, Mark has served as bond counsel for more than $3 billion of debt issues and has worked on public finance transactions in over 70% of the counties in the State. His public finance experience encompasses a broad spectrum of financings, including traditional government financing and conduit financing for charitable institutions, low-income housing and manufacturing facilities. As a result, Mark has had the opportunity to work on many of Tennessee's largest bond financings, including public projects such as convention centers, stadiums and arenas; hospital system financings; and public utility system financings. In connection with his public finance practice, Mark has also developed a comprehensive economic incentives practice. In that area, Mark has closed numerous property tax abatement and tax increment financing transactions throughout Tennessee, representing both local governments and private parties.

Mamantov has also assisted a number of local governments in developing tax abatement and tax increment policies and procedures. Mark has also had the opportunity to work with many of his clients on special projects relating to financings, including construction-related matters and open meeting requirements. Mark received his undergraduate degree from the University of Tennessee in 1981 and his law degree from the University of Virginia in 1984, where he served as Articles Editor for the Virginia Law Review.

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Melisa F. Galasso, CPA

Melisa Galasso is the founder of Galasso Learning Solutions, LLC. She has nearly 15 years of experience in the accounting profession including in public accounting, education and industry. She specializes in creating and delivering custom training courses in advanced technical accounting and auditing, including not for profit and governmental accounting, as well as soft skills. Melisa monitors regulatory bodies for changes in auditing and accounting guidance and serves as a subject matter expert in implementing the updated guidance.

She is a member of and frequent instructor for the American Institute of Certified Public Accountants (AICPA), the North Carolina Association of Certified Public Accountants (NCACPA), and the Virginia Society of Certified Public Accountants (VSCPA). Melisa serves as Past-President of the Board of NCACPA’s Charlotte Chapter and is Past-Chair of the A&A Committee for the NCACPA. She was appointed in 2016 to the AICPA’s Technical Issues Committee (TIC) which is responsible for monitoring the activities of the various accounting and attestation standard setting boards and submitting comments and recommendations during the due process phase.

She was recognized as a Super CPA by Virginia Business Magazine in 2007 and received the 2013 Women to Watch - Emerging Leader Award from the NCACPA and AICPA. She is also a graduate of the 2014 class of the AICPA’s Leadership Academy. In 2016, Melisa was honored as one of the 50 Most Influential Women by the Mecklenburg Times and received the Top 5 Under 35 Award from the VSCPA. She received a 5.0 Speaker award from the NCACPA in 2015 and 2016. In 2016, Melisa received the Don Farmer Award from the NCACPA for the highest combined average scores on knowledge, skills, and materials from participant evaluations for all courses taught in a technical area.

Melisa received a Bachelor of Science in Business Administration with a concentration in Accounting and International Business from Georgetown University. Melisa has also received the Association for Talent Development (ATD) Master Trainer™ Designation.

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Chris Pembrook, MBA, CPA, CGAP, CRFAC

Chris Pembrook, MBA, CGAP, CPA, CRFAC is a Shareholder at Crawford & Associates, P.C., in Oklahoma City. The accounting firm is located in Oklahoma City, Oklahoma, and specializes in providing auditing, consulting, and accounting services solely to governmental entities. Prior to joining the firm, he served as the Chief Financial Officer of the Oklahoma Police Pension & Retirement System and the Deputy Director of the Local Government & Special Services Division of the Oklahoma State Auditor & Inspector’s Office.

He is currently serving as a committee member of the OSCPA Government Accounting & Auditing Committee, also was selected to serve on the joint COSO-ACFE-AICPA Task Force for the development of the group’s Fraud Risk Management Guide.

Chris was selected as a 2016 Oklahoma Society Trailblazer, a designation by the OSCPA recognizing young CPAs that are helping the CPA profession blaze new and exciting trails for the future. Chris was also selected by the AICPA to participate in their Task Force for the development of the new Advanced Single Audit Certificate Program, and was awarded the AICPA digital badge representing his status as an advanced single auditor.

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Jack M. Redfield, CISM, PCIP

As Cherry Bekaert’s Information Security Officer, Jack is responsible for developing and maturing the Firm’s information security program. Since 2015, he has worked on the program which is designed to safeguard the Firm’s critical information assets and enable new business with clients that require the same comprehensive controls on their information.

With nearly 20 years of professional experience, Jack has proven expertise in federal and state information security compliance, implementing policies and procedures, risk assessments and evaluation, disaster recovery, multiple organization system integration, and project management. He has also served in a leadership capacity with a variety of industries, including as an Information Security Director at Rochester Gas and Electric Corporation (NY), a Business Information Security Officer at Student Loan Corp. (Citibank), and an Information Security and Compliance Manager at a Constellation Brands, Inc. Prior to joining Cherry Bekaert, Jack was the Information Security Officer for the Supreme Court of Virginia.

Jack received a Bachelor of Science in Business Administration at the Rochester Institute of Technology, and then later earned a Master of Science in Computer Science, Information Security at James Madison University. In addition, Jack is a Certified Information Security Manager and Payment Card Industry Professional with ties to the Information Systems and Audit Control Association and Payment Card Industry, Security and Standards Council.

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J. Michael Inzina, CPA, CGFM, CGMA

J. Michael Inzina, CPA, CGFM, CGMA is founder and chief executive officer of Audit Litigation Training and Efficiency Consulting, Inc. (ALTEC), a consulting company serving public accounting firms and other accounting and auditing organizations on matters of audit efficiency, continuing education, litigation and ethics. He has over 40 years of public accounting experience, and remains a partner in the firm of Stagni & Company, LLC, whose practice is concentrated in government and nonprofits organizations. Mike holds a BBA in accounting from the University of Louisiana (Monroe), where he graduated summa cum laude in May 1976.

He is a member of the American Institute of CPAs, Society of Louisiana CPAs, Government Finance Officers Association of Louisiana, and the Association of Government Accountants. Mike earned the CEA in governmental in 1990, was awarded the Certified Government Financial Manager (CGFM) designation in 1996, and the Chartered Global Management Accountant (CGMA) designation in 2012. He is a past chapter president and member of the Society of Louisiana CPAs Board of Directors and served two terms as chairman of the Governmental Positive Enforcement Program of the Louisiana State Board of CPAs. He has served on a number of committees of the Society of Louisiana CPAs, and currently serves on its Ethics Committee. Mike also served on the GASB Service Efforts and Accomplishments Task Force.

Mike has twice been a member of the AICPA Professional Ethics Executive Committee (1989-1992 and 2000-2003), and served on the Auditing Standards Board from 1997 to 2000. From 1986 to 1993, he also served as a member of AICPA Independence and Behavioral Standards Subcommittee, and as Subgroup Chairman of the Governmental Technical Standards Committee. During this time he conducted numerous investigations of complaints filed by federal, state and local agencies alleging substandard performance of audits of governmental and nonprofit entities, and represented the Professional Ethics Division at hearings of the Joint Regional Trial Board.

He contributed to the Implementation Guide for GASB Statement 34, AICPA Statement of Position 98-3, Audits of States, Local Governments and Not-for-Profit Organizations Receiving Federal Awards, revisions to the AICPA Audit and Accounting Guide, Audits of State and Local Governmental Units, the AICPA Practice Aid Fraud Detection in a GAAS Audit, revisions to the Louisiana Governmental Audit Guide and in drafting state legislation affecting governmental accounting and auditing requirements. He has served as technical consultant and instructor for the Louisiana Division of Administration (Office of Community Development) and as consultant to the Louisiana Department of Education. Mike frequently appears as moderator and panelist on the Accountants’ CPE Network. (ACPEN).

Mike has been named twelve times as an Outstanding Instructor by the American Institute of CPAs and several state societies, and received a Special Recognition Award from the Society of Louisiana CPAs Board of Directors for his contributions to continuing education in 1994. In addition, he was awarded the 2001 National Education and Training Award from the Association of Government Accountants and in 2009 was named national Beta Alpha Psi Business Information Professional of the Year. In 2016, Mike received the Distinguished Service Award from the Society of Louisiana CPAs.

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Arthur L. Sparks, CPA, CGMA

In the forty years he’s served as a public accountant, Art has positioned himself as a leader in peer review and quality control issues. He performs peer reviews each year for public accounting firms across the country and consults with numerous smaller firms. His work with peer review enhances the quality of accounting, attestation and auditing services for firms across the nation. His experience also pushes ATA’s professionals to provide higher quality service to its clients.

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