Iowa Governmental Roundtable
Live Virtual Conference
9.00 Credits
Member Price $295.00
Price will increase by $50 on 5/1
Non-Member Price $355.00
Price will increase by $50 on 5/1
Overview
Thank you to the ISCPA Governmental Auditing and Accounting Committee! We appreciate your time and commitment to developing a top-notch program for your peers. View the committee members.
Highlights
See the agenda tab above for the full conference schedule.
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.
Notice
- Login information and eMaterials will be distributed to attendees via email 3-5 days prior to the conference and posted in the My Upcoming CPE section of the ISCPA website.
Thank you to our Premier Staffing Partner
Tuesday, May 14
Optional Session
7:00am - 7:50am CDT Optional Bonus Session: Beyond Compliance: Elevating Leadership Ethics for Lasting Impact
Attend this session and receive one (1) additional hour of CPE credit (9 hours total).
This session provides professionals with a perspective to ethical leadership and best practices that drive individual and organizational performance. The most effective, ethical leaders understand that they must lead according to their authentic self, but sadly most adults are not as self-aware as they think they are. Discover evidence-based best practices that separate great leaders from the average, and identify which practices are most natural to your leadership approach. Walk away with a customized development action plan according to your own authentic self; because after all, one-size does not fit all.
Speaker: Jeremy Wortman, Ph.D. | HRD Initiatives
Session field of study: Behavioral Ethics (Nontechnical)
This session is available to registrants only.
General Session
8:00am - 8:10am CDT Welcome Comments
This session is available to registrants only.
General Session
8:10am - 9:25am CDT GASB Update
This session will give an overview of the GASB pronouncements that become effective in the coming fiscal years. We will also explore projects on GASB’s current technical agenda and research agenda.
Speaker: Lisa Parker, CPA, CGMA | GASB
Session field of study: Accounting- Governmental (Technical).
This session is available to registrants only.
General Session
9:35am - 10:40am CDT Fraud 101: Real Cases, Unreal Tales
Fraud training at all levels of an organization is extremely important to help everyone remain vigilant in protecting their organization from becoming a victim. In this session, we will walk through fraud risk factors and fraud statistics related to government organizations and discuss common red flags to watch for in your organization. We will also look at real life fraud stories from government organizations, discuss what went wrong, why the fraud happened, and lessons learned to help prevent similar frauds from occurring in your organization. Walk away with valuable information to take back to your office, have discussions about fraud risks, and determine how to better manage fraud risks with internal control improvements and new anti-fraud controls.
Speakers: Michael Bosl, CPA, CFE and Steve Wischmann, CPA/CFF, CFE | Creative Planning LLC
Session field of study: Specialized Knowledge (Techncial)
This session is available to registrants only.
General Session
10:50am - 11:40am CDT Unlocking Human Potential: Strategies for Effective Talent Management
Many businesses have a clear understanding and plan for their operational strategy but fall short with a strategy for human capital. Over 80% of businesses say they have no plan or very little strategy for talent management but consider their people to be critically important to ongoing, long-term success. This session will help organizations understand the robust nature of talent management and how they can begin thinking and creating a more strategic approach to the acquisition, engagement, development and retention of their most valuable asset – their people.
Speaker: Jeremy Wortman, Ph.D. | HRD Initatives
Session field of study: Personnel/HR (Nontechnical)
This session is available to registrants only.
Breakout Session
12:30pm - 1:35pm CDT Public Procurement Basics: Protecting the People’s Money
Procurement is a critical component of successful government operations and while there are challenges in public procurement there are a number of guidelines that offer a pathway for success. This session will offer guidance on how governments can meet complicated procurement needs, develop practices that protect public funds and the requirements for non-federal entities receiving federal funds.
Speaker: Melisa Galasso, CPA | Galasso Learning Solutions
Session field of study: Accounting- Governmental (Technical)
This session is available to registrants only.
12:30pm - 1:35pm CDT School District Update
Local school experts Sarah Bohnsack and Mia Frommelt will provide an update on issues relevant to school districts including leases common to school districts, what to look for and accounting treatment and emerging issues with student activity funds.
Speakers: Mia Frommelt, CPA, MBA and Sarah Bohnsack, CPA | Bohnsack & Frommelt LLP
Session field of study: Accounting- Governmental; Auditing-Governmental (Technical)
This session is available to registrants only.
Breakout Session
1:45pm - 3:05pm CDT Department of Management Update
Hear the latest from the Iowa Department of Management on recent legislation that may impact local government budgets and reporting.
Speakers: Ted Nellesen, Carrie Johnson, John Parker | Iowa Department of Management
Session field of study: Accounting- Governmental (Technical)
This session is available to registrants only.
1:45pm - 3:05pm CDT Single Audit Deep Dive
This session will focus on the requirements of the Uniform Guidance for entities receiving federal funding. Explore the compliance requirements and take a closer look at the identification of internal controls and how to document proper compliance with the ICOC requirements. Learn how to complete the steps in a Single Audit in compliance with the Uniform Guidance and address common deficiencies found in peer review when performing Single Audits.
Speaker: Melissa Galasso, CPA | Galasso Learning Solutions
Session field of study: Auditing- Governmental (Technical)
This session is available to registrants only.
General Session
3:15pm - 4:20pm CDT Auditor's Office Update and Q&A
Receive updates from State Auditor Rob Stand and his staff on local government issues, including recent audits. There will also be time for questions and answers.
Speakers: Representatives from the Office of Iowa Auditor of State
Session field of study: Auditing- Governmental (Technical)
This session is available to registrants only.
Leader(s):
- Carrie Johnson, Iowa Department of Management
- Jeremy Wortman, Jeremy S. Wortman HRD Initiatives LLC
- John Parker, Fiscal and Policy Analyst, Iowa Department of Management
- Lisa Parker, Senior Project Manager, Governmental Accounting Standards Board
- Melisa Galasso, Galasso Learning Solutions LLC
- Mia Frommelt, Partner, Bohnsack & Frommelt LLP
- Michael Bosl, Fraud &Forensic Services Sr Manager, Creative Planning LLC
- Sarah Bohnsack, Partner, Bohnsack & Frommelt LLP
- Steve Wischmann, Shareholder, Creative Planning LLC
- Ted Nellesen, Iowa Department of Management
Leader Bios
Carrie Johnson, Iowa Department of Management
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.
Jeremy Wortman, Jeremy S. Wortman HRD Initiatives LLC
With a strong passion for and a commitment to the positive development of individuals and organizations, Jeremy Wortman, Ph.D., is the owner of HRD Initiatives, a consulting company specializing in leadership development, organizational development and talent management solutions. Jeremy works with executive teams in determining talent management strategies, building leadership talent, implementing solutions and coaching individual leaders. He has more than 20 years of experience in organization and leadership development with a significant amount of his time at TD Ameritrade where he was the Director of Organizational Effectiveness. He has extensive knowledge of organizational psychology and has developed strategies and programs that build better individuals and organizations using a strengths-based approach. Jeremy has focused his expertise within the accounting profession since 2004. He is a frequent speaker at regional, national and international conferences on the topics of ethical decision- making, leadership development and talent management. His clients range from small accounting firms to the top ten largest in the United States, many of whom are found on Accounting Today’s Best Firms to Work for list. Jeremy attended the University of Nebraska where he earned his Ph.D. in Organizational Behavior, Leadership and Organizational Development and a Masters in Business Administration. He holds undergraduate degrees in Economics and Human Resources. Jeremy is a member of the American Psychological Association, the Society of Industrial and Organizational Psychology, and the Academy of Management. He is also active in his local community as the former President of the Young Alumni Board for the College of Business Administration at the University of Nebraska, where he was also an adjunct professor from 1999 to 2016.
John Parker, Fiscal and Policy Analyst, Iowa Department of Management
John Parker is a fiscal and policy analyst with the Iowa Department of Management, a position he has held for two years. He is responsible for implementing the school finance formula and for preparing budget files for Iowa’s school districts. John’s experience includes five years in the Legislative Service Agency, where he focused on school finance and analyzing statute changes impacting the aid and levy worksheet.
Lisa Parker, Senior Project Manager, Governmental Accounting Standards Board
Lisa Parker is a senior project manager with the Governmental Accounting Standards Board (GASB). Prior to joining the GASB in 2008, Lisa worked for Runyon Kersteen Ouellette CPAs for 10 years, the town of Old Orchard Beach, Maine as finance director and interim town manager for 2 years, and the city of Saco, Maine as finance director for 8 years.
Lisa is a certified public accountant and a chartered global management accountant. She also is a member of the Association of Governmental Accountants, the American Institute of Certified Public Accountants, and the Maine Society of Certified Public Accountants, where she served as president. Previously, Lisa was president of the Maine Governmental Finance Officers Association, an executive board member of the New England Governmental Finance Officers Association, and a member of a national GFOA standing committee.
Lisa attended Boston College and the University of Southern Maine graduating with magna cum laude honors and a bachelor's degree in accounting.
Melisa Galasso, Galasso Learning Solutions LLC
Melisa Galasso is the founder of Galasso Learning Solutions LLC. With nearly 20 years of experience in the accounting profession, Melisa designs and facilitates courses in advanced technical accounting and auditing topics, including nonprofit and governmental accounting. She also supports essential professional development, audit level training, and train the trainer efforts. Melisa is a Certified Professional in Talent Development (CPTD) and has earned the Association for Talent Development Master Trainer designation. Her passion for instructional design and adult learning techniques is one of the differentiators that set her apart from other CPE providers. Within the industry, Melisa serves on the FASB’s Not-for-Profit Advisory Committee (NAC), AICPA Council, and the VSCPA’s Board of Directors. She previously served on the AICPA’s Technical Issues Committee (TIC) and is a past-Chair of the NCACPA’s A&A committee. Melisa also authors the AICPA’s State and Local Government Guide and serves as a SME for the Center for Plain English Accounting.
Mia Frommelt, Partner, Bohnsack & Frommelt LLP
Mia Frommelt is a partner with Bohnsack & Frommelt LLP, a certified public accounting firm specializing in services to the governmental industry. Mia began serving the Governmental Industry as an auditor in 1992 and has served the industry throughout her entire career. Mia has served on AICPA task forces designed to improve the profession’s Single Audit practices as well as to assist the AICPA response to Governmental Accounting Standards Board pronouncements. Mia is a member of the Government Finance Officers Association (GFOA) special review committee. In this role, Mia reviews governmental reports throughout the year from across the country to assess reporting excellence in accordance with the GFOA’s certificate of achievement program. Prior to founding the firm, Mia was an audit partner with one of the nation’s largest firms specializing in governmental audits and services. In addition to serving clients, she was a national resource for the firm by developing manuals and training for clients, staff, and other firms. Mia is a CPA, yellow book qualified and is licensed to practice in Iowa, Missouri, Illinois, and Kansas. She is a member of the Iowa Society of CPAs, AICPA and GFOA.
Michael Bosl, Fraud &Forensic Services Sr Manager, Creative Planning LLC
Michael is a seasoned professional with over two decades of dedicated expertise in forensic accounting and government audit engagements. As a CPA and a Certified Fraud Examiner (CFE), he brings a wealth of knowledge and skills to his practice. Throughout his career, Michael has been actively engaged with organizations such as the American Institute of CPAs, the Minnesota Society of CPAs, the Association of Certified Fraud Examiners, and the International Association of Property and Evidence, Inc. (IAPE). Committed to staying at the forefront of his field, Michael regularly participates in continuing education, workshops, and conferences to enhance his proficiency. He leverages advanced computer technology and software applications to streamline the preparation and execution of consulting services, ensuring optimal efficiency and accuracy. Michael’s expertise spans various critical areas, including planning, performing, and supervising forensic projects and investigations. He specializes in analyzing internal controls, policies, and consulting on accounting policies and procedures manuals. His proficiency extends to conducting comprehensive assessments of property and evidence rooms, a specialized niche within his field. He provides expert witness testimony for forensic projects, lending his insight and credibility to legal proceedings. He also shares his knowledge and experience by providing tailored training sessions to organizations on mitigating business and fraud risks.
Sarah Bohnsack, Partner, Bohnsack & Frommelt LLP
Sarah Bohnsack is a partner with Bohnsack & Frommelt LLP, a certified public accounting firm specializing in providing services to the governmental industry. Sarah began serving the governmental industry as an auditor in 1988 and has served the industry throughout her entire career. She is considered an expert in her field and is often asked to demonstrate her expertise in teaching seminars and workshops nationwide on accounting issues impacting governmental organizations. Sarah had the honor of being a speaker at a national Government Finance Officers Association (GFOA) convention speaking on practice issues on implementation of recent GASB standards. Sarah also contributed to the profession by serving on the AICPA State and Local Government Expert Panel. The AICPA State and Local Government Expert Panel is an AICPA group whose purpose is to identify state and local government financial reporting and auditing issues and to work with appropriate bodies for resolution. Prior to co-founding the Firm, Sarah was an audit partner with one of the nation’s largest firms specializing in governmental audits and other consulting services. At her previous firm, she was responsible for co-authoring the firm’s governmental manuals and also developed, updated, and provided training internally and nationally to other offices and also the firm’s independent network of firms on the governmental template and tools. Sarah has reviewed governmental reports for over thirty years, assuring that the reports meet both the statutory requirements of state and federal agencies and the highest financial reporting standards. Sarah is a member of the GFOA special review committee. Sarah was a member of the Iowa Society of Certified Public Accountants Government Auditing and Accounting Committee for the 2011-2015 years. Sarah served as the chair in 2015.
Steve Wischmann, Shareholder, Creative Planning LLC
As CPA and Audit Partner with Creative Planning powered by BerganKDV, Steve specializes in government audits, risk assessments and fraud and forensic services. He has certifications in financial forensics (CFF), by the AICPA which encompasses fundamental and specialized forensic accounting skills that can be applied in a variety of service areas including bankruptcy and insolvency, computer forensic analysis, family law, valuations, fraud prevention and detection, financial statement misrepresentation and economic damage calculations. As a Certified Fraud Examiner (CFE credential from the Association of Certified Fraud Examiners), he offers organizations skills in four critical areas - fighting against fraud, fraudulent financial transactions, criminology and ethics, and legal elements of fraud and fraud investigations. He is a certified as a Master Analyst in Financial Forensics (MAFF) by the National Association of Certified Valuators and Analysts, specializing in Forensic Accounting.
Creative Planning is an independent wealth management firm, providing business consulting, tax and financial services to clients. Creative Planning works closely with BerganKDV, an independent and separately governed licensed CPA firm that provides audit and assurance services to its clients.
Ted Nellesen, Iowa Department of Management
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.
Non-Member Price $355.00
Member Price $295.00