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Save the date! Iowa Governmental Roundtable

Tuesday, May 16 7:00am - 4:30pm

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Webinar

123 Webinar Way
Webinar, IA 00000

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8.00 Credits

Member Price $0.00

Non-Member Price $0.00

Overview

Save the date! More information to be released early 2023.

Highlights

See above agenda tab for more information on each session.

Designed For

Governmental accountants or CPAs involved in governmental accounting, auditing and other finance issues.

Objectives

To stay on top of the latest governmental issues affecting those who work in or with governmental entities.

Tuesday, May 16

General Session

7:00am - 7:50am Being Ethical is Harder Than You Think! (Optional BONUS Session)

In this interactive session, participants will learn how their minds can alter and transform facts and situations in order to achieve personal desires over organizational goals.  These transformations occur automatically in the subconscious mind and without establishing proactive methods to mitigate these processes, organizations may inadvertently be promoting unethical behaviors by their leaders and employees. Attend this session and receive one (1) additional hour of CPE credit (9 hours total). 
 
Key highlights:

  • Describe the effects of bounded ethicality
  • Assess how perspective, life experiences and culture can change ethical perceptions
  • Discuss the psychological need to look at our actions favorably
  • Compare/contrast the effects of power and a leader's mindset
  • Create mental triggers to improve ethical outcomes

Speaker: Michael Bret Hood, 21st Century Learning & Consulting

This session is available to registrants only.

General Session

8:00am - 8:10am Welcome Comments

This session is available to registrants only.

General Session

8:10am - 9:25am GASB Update

Speaker: Dr. David Bean, Ph.D., CPA

This session is available to registrants only.

General Session

9:35am - 10:40am Single Audit Update

Speakers: Dustin Opatz, CPA, BerganKDV | Neil Schraeder, CPA, Hacker Nelson & Co

This session is available to registrants only.

Breakout Session

10:50am - 11:40am Department of Management Update

Speakers: Ted Nellesen and Carrie Johnson | Iowa Department of Management

This session is available to registrants only.

10:50am - 11:40am Twisted Rationalization: Building a Better Internal Control Environment

When accounting professionals look to build better internal control systems, they frequently focus their efforts on minimizing opportunities for theft and malfeasance. However, the latest scientific research shows that there are ways to proactively influence those who might intentionally or inadvertently step across ethical lines. In this session, participants will learn how to implement behavioral nudges into internal controls in order to better protect both your organization and the people within.

Speaker: Michael Bret Hood, 21st Century Learning & Consulting

This session is available to registrants only.

General Session

12:30pm - 1:20pm GASB 96 Update

Speaker: Jessica Richter, CPA | FORVIS

This session is available to registrants only.

Breakout Session

1:30pm - 2:20pm TIF Update

Speakers: Susanne Gerlach, PFM Financial Advisors LLC | Brad Theisen, CPA, Eide Bailly | Tim Stiles, CPA, City of West Des Moines

This session is available to registrants only.

1:30pm - 2:20pm The Changing Economy

Speaker: Dr. Peter Orazem, Ph.D. | Iowa State University

This session is available to registrants only.

Breakout Session

2:30pm - 3:20pm Cybersecurity Response

Speaker: Shane Dwyer | State of Iowa Chief Information Security Officer

This session is available to registrants only.

2:30pm - 3:20pm ESG Reporting

Speaker: Dr. David Bean, Ph.D., CPA

This session is available to registrants only.

General Session

3:30pm - 4:30pm Auditor's Office Update Q & A

Speakers: Iowa Auditor of State staff

This session is available to registrants only.

Leader(s):

Leader Bios

Carrie Johnson

Carrie Johnson began her career working with local governments at the Iowa League of Cities. She worked for the League for more than eight years in various roles in the membership services area. After taking some time off to be at home with her daughter, Carrie rejoined the workforce with Public Financial Management, Inc., a financial advisory firm that works with many Iowa cities and counties. In 2010, Carrie joined the Iowa Department of Management as property valuation and county budget administrator. In her current role, she works with the property valuation system and the utility replacement tax. She also works with county budgets and annual financial reports, as well as county hospital, county/city assessor, and county agricultural extension budgets.

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David Bean

David R. Bean, CPA, is the chief executive officer of Governmental Accounting Research, LLC, a consulting and training firm dedicated to public sector accounting and financial reporting activities. Prior to his retirement from the Governmental Accounting Standards Board (GASB) in 2021, David served as the GASB director of research and technical activities over 30 years. Prior to joining the GASB in 1990, David worked in public accounting and government. He also has served as Deputy Chairman of the International Public Sector Accounting Standards Board (IPSASB). He was the lead author on the 1988 Governmental Accounting, Auditing and Financial Reporting (Blue Book) and was the founder of the GAAFR Review newsletter. He was the last director of the National Council on Governmental Accounting before the formation of the GASB in 1984. David is a licensed CPA in Illinois and member of the Government Finance Officers Association, the Connecticut and Illinois Government Finance Officers Associations, the American Institute of Certified Public Accountants, the Illinois CPA Society, the Association of Government Accountants, the National Federation of Municipal Analysts, and the Municipal Analysts Group of New York.

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Ernest Ruben Jr

Ernest Ruben is a director for Iowa’s Office of Auditor of State and has worked for the office since 1993. Ernie is a graduate of the University of Northern Iowa. His responsibilities include supervising local government, university and State agency audits. He also participates in the Auditor’s Office Quality Review Program of CPA firm reports and workpapers and is responsible for coordinating the Auditor’s Office in-house training program. Ernie is a CPA and is a member of the Iowa Society of Certified Public Accountants.

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Michael Hood

Michael “Bret” Hood was a special agent for the FBI for 25 years. He investigated complex financial crimes, corruption, and money laundering violations. Upon retirement from the FBI in 2016, Bret opened 21st Century Learning & Consulting, LLC, a training and consulting business designed to help prevent people from making the mistakes that first lead them down the slippery slope. Bret was recruited to become an Association of Certified Fraud Examiners (ACFE) faculty member and was awarded the ACFE’s James R. Baker Speaker of the Year award in 2020. Bret was named the top-rated speaker at the ACFE’s Global Fraud Conference and the Institute of Internal Auditor’s Global conference. In addition, Bret serves as an adjunct professor of forensic accounting for Mt. St. Mary’s University and an adjunct professor of corporate governance and ethics for the University of Virginia. Bret previously served as an adjunct professor of forensic accounting for the University of Virginia and Florida Gulf Coast University. Bret is also part of the Forensic Accounting Advisory Council at Mt. St. Mary’s University. Bret publishes articles on best practices in Fraud Magazine, Compliance and Ethics Professional magazine, ACAMS Today, National Mortgage Professional Magazine, and Law Enforcement Bulletin. Bret is a federal-court certified expert in money laundering and financial crimes. Bret is also the author of the critically acclaimed books, Eat More Ice Cream: A Succinct Leadership Lesson for Each Week of the Year and Get Off Your Horse! 52 Succinct Leadership Lessons from U.S. Presidents.

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Peter Orazem

Dr. Peter Orazem is a professor in the Department of Economics at Iowa State University. His fields of interest include labor economics, human capital, and agricultural economics. Peter joined Iowa State as an assistant professor in 1982, and received University Professorship in 2003.

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Shane Dwyer

Shane Dwyer is the Chief Information Security Officer (CISO) for the State of Iowa. As CISO, Dwyer oversees the Office of the Chief Information Officer for the state. Dwyer has held leadership roles across the public sector for over twenty years, most recently as the Wisconsin Department of Health Services’ CISO. His previous experience also includes leadership positions at Minnesota State University, Mankato and the United States Air Force.

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Ted Nellesen

Ted Nellesen is senior fiscal and policy analyst, local government budgets, for the Iowa Department of Management. Ted joined the Department of Management in July 2012, taking over city, township and miscellaneous levy authority budgets. Prior to joining the Department of Management, Ted worked as a consultant for Public Financial Management (PFM), a municipal finance advisory firm. Ted obtained his Bachelor of Arts in Political Science from Iowa State University in 2005 and his Master of Public Administration from Drake University in 2010.

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Tim Stiles

Tim Stiles is the finance director for the City of West Des Moines, a position he has held since 2011. West Des Moines is currently the 6th largest city in the State of Iowa with a population of 68,000 and the city employs over 500 full-time staff. Tim manages a finance department staff of seven individuals who oversee all aspects of the city’s finances. Prior to his time at the city, Tim spent 11 years with the Des Moines International Airport as finance director. He also serves as a Trustee for the Iowa Public Agency Investment Trust (IPAIT). He is a graduate of Luther College and is a licensed CPA as well as a graduate of the State’s Certified Public Manager Program. Tim is a member of the Iowa Society of CPAs

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Non-Member Price $0.00

Member Price $0.00

Please call us at 515-223-8161 to register for this event.