- Tampa, FL
- Hosting Speaking
In this intensive, one-day session, we will address a wide range of challenges facing local governments, including how to communicate with elected officials.
CLA professionals who know governmental standards will also cover accounting best practices and provide an update on the Governmental Accounting Standards Board (GASB), single audits, and the current economic climate.
Who should attend
This event is designed for individuals who work for governmental entities as an accounting or financial manager, controller, accounting and reporting staff, or in other financial or decision-making roles.
7:30 – 8:00 a.m. — Registration and continental breakfast
8:00 – 8:10 a.m. — Introduction and Welcome
8:10 – 9 a.m. — Auditing Findings and Effective Responses
Participants will discuss the elements of the findings and how auditors use their judgement to classify and report findings, develop management responses to findings that are concise and effective and apply context to findings to better communicate “the story” of the findings.
9 – 9:50 a.m. — Understanding and Implementing an ERM Framework
The program will lead attendees through key ERM definitions, ERM benefits, and introduce key changes to current ERM thought leadership as codified in the new “2017 COSO ERM Framework”. The subject matter will conclude with an overview of leading practices pertaining to the Top Down Risk Assessment approach.
9:50 – 10:05 a.m. — Break
Understanding what is required and what is necessary to ensure proper compliance. We will understand what is necessary to be implemented and modified for your internal control policies and procedures so you can maintain compliance with updated rules and regulations. We will discuss key changes in Uniform Guidance to be cognizant of and what best practices will help management stay ahead of the curve.
10:55 – 11:45 a.m. — GASB Update – Part One
Outline new accounting standards affecting state and local government accounting and reporting and explain dates of implementation. Determine challenges relating to implementation of these standards. Identify other GASB projects on the horizon.
11:45 a.m. – 12:45 p.m. — Lunch
12:45 – 1:35 p.m. — GASB Update – Part Two
1:35 – 2:25 p.m. — Roundtable on Budgeting, Capital Improvement Plans and Long Range Planning
During this session, we’ll discuss the key components of the budget, capital improvement plan, and long range financial management plan. Further, we’ll discuss how to get people involved, create buy‐in, and ownership of the processes. The goal is that these documents and the planning around them are thought of an integral part of business, and not just a set of documents that are completed and go into a file drawer or electronic folder. By working through a process of slides, interaction among your peers, and a Q&A with our facilitators, the goal is to leave you with a better set of tools to create a more efficient and meaningful process for your budget, capital improvement plan, and long range financial management plan.
2:25 – 2:35 p.m. — Break
2:35 – 3:25 p.m. — Retirement Planning and the Pension Decision
Dean Bosco, CLA Wealth Advisory
During this session, participants will learn what a long range financial management plan is, how to create one, build adequate support, determine a budget, and establish a timeline to implement. Potential future challenges will also be considered, allowing participants to build multiple scenarios for their entity.
3:25 – 4:15 p.m. —Building Diverse and Inclusive Teams
Each of us brings our own set of experiences, passions and viewpoints to our teams. This session will explore how we capitalize on our diversity, create an environment where individuals feel safe, connected and valued which leads to high‐performing teams, resulting in better business outcomes.
4:15 – 4:30 p.m. —Wrap-up and Evaluations
Tampa Bay History Center
801 Old Water Street
Tampa, FL 33602
Please register by May 1, 2018.
Hilton Tampa Downtown
211 North Tampa Street
Tampa, FL 33602
Can’t make our event?
We’d love to see you in person. However, if you can’t make it this time, visit our calendar to view all of our events, including upcoming webinars and past event materials.
Recommended CPE: 8 credits (1 Personnel/Human Resources; 1 Management Services; 1 Personal Development; 2 Accounting (Governmental); 1 Finance; 2 Auditing (Governmental))
Florida credits: 4 Governmental (1 Behavioral; 3 Technical Business)
Program level: Overview
Advance preparation: None
Delivery method: Group Live
- Presentation: 2018 Government Training Academy - Tampa