- Date
- Location
- Recommended CPE
Building momentum: moving forward with purpose and passion
We’re back for a sixth year with inspired content to help you navigate the changing world of higher education. Register now to reserve your spot for both days of the conference.
Who should attend
This session is designed for presidents, CEOs, CFOs, CIOs, controllers, and other administrators at higher education institutions.
Register for both days:
Tuesday, February 20 — 11 a.m. – 3 p.m. CT
In this session we will cover:
- The Inflation Reduction Act and the impact energy tax credits are having on our higher education clients
- Recent IRS updates to relevant exempt tax topics
- Recent IRS audit focus areas
Learning objectives:
- Review the benefits of the Inflation Reduction Act and applicability to our higher education clients
- Describe what is compliance risk through a review of recent IRS audit information data requests
- Identify recently issued tax and compliance guidance relevant within higher education
Instructors:
Sarah Hintz, Principal
Mike DePrima, Principal
Recommended CPE 1 credit Taxes
Burnout is on the rise and the statistics are alarming. This presentation will provide an understanding and exploration of burnout as well as a glimpse into your current level of burnout. Attendees will also learn survival strategies and walk away with actionable steps to help counter stress and prevent burnout.
Learning objectives:
- Describe the phenomenon of burnout and how it is affecting individuals and U.S. companies
- Recognize your current level of burnout and identify areas of your life that may be contributing to feelings of overwhelming stress
- Explain the stress response cycle and the emotional and physiological repercussions that emerge as a result of experiencing stress
- Identify tools that can aid in effectively managing stress and combating burnout
Instructor:
Lynn Knight, Live Well Leader
Recommended CPE 1 credit Personal Development
This session will discuss internal audit’s role in capital projects and how to put proper controls and safeguards around capital projects.
Learning objectives:
- Identify best practices for capital project audit programs
- Recall what you learned about the summary of construction knowledge
- Identify the interaction of facilities, internal audit, finance, and external auditors
Instructor:
Tom Dearnley, Managing Principal of Industry
Recommended CPE 1 credit Auditing
Mergers and acquisitions have become more prevalent in the higher education sector in recent years. Colleges and universities are exploring these strategies as the landscape of higher education continues to change.
Learning objectives:
- Recognize the challenges higher education institutions are facing
- Recall what you heard from a panel of leaders about their recent experiences
Instructor:
Dave Jacobson, Principal
Recommended CPE 1 credit Specialized Knowledge
Tuesday, February 27 — 11 a.m. – 3 p.m. CT
This session will review regulatory changes impacting higher education. We will review changes to the Uniform Guidance, insights from the Department of Education, and provide single audit insights.
Learning objectives:
- Identify new regulations that may impact current policies and procedures
- Identify compliance changes in higher education
- Describe best practice single audit recommendations
Instructors:
Mike Johns, Principal
Chrissy Bowman, Principal
Recommended CPE 1 credit Auditing (Governmental)
Participants will learn about key indicators of fraud and will be presented with case studies and examples to further their understanding.
Learning objectives:
- Recall internal control weaknesses
- Identify predications of fraud
Instructor:
Fola Abiola-Banjac, Principal
Recommended CPE 1 credit Auditing
This session will draw on examples from IT/security audits and case studies from CLA’s forensic incident response services to highlight common issues in design, configuration, and IT processes that could be identified during thorough audits and help mitigate significant problems in the future.
We will examine recent breach case studies and discuss how to mitigate similar risks through a combination of improving alignment with regulatory requirements and standards/framework-based operational discipline.
Learning objectives:
- Describe common cybersecurity attacks
- Identify standards and regulatory based mitigation strategies
Instructor:
Randy Romes, Principal
Recommended CPE 1 credit Information Technology
Institutions are increasingly evaluating new service delivery models to help reduce costs and improve compliance. While implementation may be challenging, shared services — when designed and implemented effectively — offer numerous benefits that can outweigh short-term challenges.
Learning objectives:
- Review shared services concepts in higher education
- Identify the benefits of shared service models
- Recognize the challenges to successful implementation and learn about best practices
Instructors:
David Robydek, Principal
Brenda Scherer, Signing Director
Recommended CPE 1 credit Specialized Knowledge
Can’t make the webinar?
Fill out the registration and you will receive an email with the webinar recording and slides following the event. Recorded webinars are not eligible for CPE. Also, check out our event calendar to see what else is happening.
CPE
Recommended CPE:
February 20th: 4 credits (1 credit Taxes; 1 credit Personal Development; 1 credit Auditing; 1 credit Specialized Knowledge)
February 27th: 4 Credits (1 credit Auditing (Governmental); 1 credit Auditing; 1 credit Information Technology; 1 credit Specialized Knowledge)
Prerequisites: None
Program level: Overview
Advance preparation: None
Delivery method: Group Internet Based
Register for this event
You will receive your webinar link in the confirmation email after registering