2020 central ohio aga regional professional …

2020 CENTRAL OHIO AGAREGIONAL PROFESSIONALDEVELOPMENT TRAINING

October 26 & 27, 2020

Virtual ConferenceGoToWebinar

Brought to you by:

CENTRAL OHIO CHAPTER

Central Ohio AGA Regional Professional Development Training - October 26-27, 2020 Please register online at https://www.agacgfm.org/Chapters/Central-Ohio-Chapter/Training-Events/PDT.aspx

laefmeed WELCOME Central Ohio Association of Government Accountants (AGA)

Thank you for taking a few moments to look through the Central Ohio Association of Government Accountants (AGA) 2020 Regional Professional Development Training (PDT) registration brochure. Here you will find a variety of quality topics relevant to state, local and special district governments, as well as their private sector partners. We are certain you will enjoy this year’s keynote speakers and the wide range of breakout sessions.

WHO Who should attend the virtual training?

This training brings together leaders from all levels of government, the private sector and academia, including:

• Accountants/Auditors • Treasurers • Budget Professionals • Fraud Examiners • Chief Financial Officers • Financial Managers • Comptrollers • IT Professionals • Program Directors

If you are involved in government financial management and accountability... then Central Ohio AGA’s 36th annual Regional Professional Development Training is for you!

WHAT AGA 2020 Virtual Regional Professional Development Training

WHEN Monday & Tuesday, October 26th & 27th, 2020

WHERE At your desk! This year, the PDT will take place virtually via GoToWebinar

WHY Reasons to attend...

• Obtain up to 16 hours of Professional Development Training CPE hours • Obtain up to 16 hours of Certified Government Financial Manager (CGFM) CPE hours • Obtain up to 14 CPIM Credits – CPIM approval pending • Required Ohio Accountancy Board 3-hour “Ethics” training available • Learn from nationally recognized industry leaders and network with colleagues • Stay up-to-date on industry changes and issues that affect your career • Reduced registration rate for retired AGA members

This annual training features nationally known speakers and current topics designed to educate and inform. The information presented during this training allows attendees to learn valuable information and could also give you an opportunity to learn more about AGA if you are not currently a member. Membership information can be found by visiting https://www.agacgfm.org/Chapters/Central-Ohio-Chapter/Membership.aspx.

https://www.agacgfm.org/Chapters/Central-Ohio-Chapter/Training-Events/PDT.aspx

https://www.agacgfm.org/Chapters/Central-Ohio-Chapter/Membership.aspx


FEES Central Ohio AGA Members Non-Members

On or before September 1st

September 1st thru 30th

After September 30th

On or before September 1st

September 1st thru 30th

After September 30th

Monday Only: $100 $125 $150 $150 $175 $200

Tuesday Only: $100 $125 $150 $150 $175 $200

Both Days: $200 $250 $300 $300 $350 $400

*All price changes go into effect at 12:00 pm on the date noted. **Central Ohio AGA retired members will receive a 50% discount on registration fees. Proof of retired status required if requested. Discount not available to non-members.

• You will need to have your AGA membership number to receive the member rate. o If you are interested in becoming a member, you can join online here.

• Credit Cards are accepted (VISA, MasterCard, Discover and American Express).

• Please note that group registrations for a government entity can be processed with a purchase order. The purchase order option must be selected when registering online and a confirmation/invoice will be sent to you via email. A purchase order number and contact will be required to complete registration.

• PO Payments should be sent to this address:

Central Ohio AGA P.O. Box 822 Hilliard, OH 43026 *Please note that if you are submitting by purchase order, payment must be received by October 12th, 2020. *If your office requires proof of attendance prior to issuing payment, please email [email protected]. You will receive an invoice via email from [email protected].

• The vendor information in OAKS for the organization is: Vendor Name: Association of Government Accountants - Central Ohio chapter Vendor #: 0000086322 Fed ID #: 52-1858721

• For questions concerning registration or complete cancellations/refund and substitution policies, please email the COAGA at [email protected].

• All cancellation notices must be received in writing and reviewed no later than 5:00 pm, Monday, October 12th in order to receive a refund. The cancellation notice must include: name, employer or business, mailing address, method of payment and reason for cancellation. Cancellation notices should be emailed to [email protected]. A refund may not be issued if the cancellation notice is received untimely and/or after the onset of the training. All cancellations will incur a $25 cancellation fee per person.

REGISTER ONLINE Please Register Online: https://www.agacgfm.org/Chapters/Central-Ohio-Chapter/Training-Events/PDT.aspx


https://www.agacgfm.org/Membership/Learn-About-AGA/Join-or-Renew.aspx

mailto:[email protected]






DAY 1 TRAINING AGENDA Monday, October 26th

8:00 – 8:10 am Opening Remarks – Bryan Cottrill, President, Central Ohio AGA

8:10 – 9:00 am Auditor of State Update

9:00 – 9:20 am Break

9:20 – 10:35 am Emerging Issues in Government Accounting and Auditing (Kinney Poynter, NASACT) CPIM pending

10:35 – 10:55 am Break

10:55 – 12:10 pm

Navigating Federal Grants During COVID-19 (Stacie Massey, OBM) CPIM pending

Harassment & Civility Training After George Floyd: Understanding the EEOC’s New Harassment Training Guidelines (Scott Warrick)

12:10 – 12:50 pm Break

12:50 – 1:40 pm The COVID-19 Crisis Economy: Federal Dollars, Local Needs, and the State of State Budgets (William Glasgall, Volcker Alliance) CPIM pending

1:40 – 2:00 pm Break

2:00 – 3:15 pm Auditing Standards Update (Mike Glynn, AICPA) CPIM pending

Special Audit of City of Lima Municipal Court – Civil Division (Brandy Reed, Ohio Auditor of State) CPIM pending

3:15 – 3:35 pm Break

3:35 – 4:50 pm

Update on Standards for Reviews, Compilations, and Financial Statement Preparation Engagements (Mike Glynn, AICPA) CPIM pending

The Future is Now: Automate Repetitive Tasks with Robotic Process Automation (Emily Laws & Scott Patton, Plante Moran) CPIM pending

**All of the above courses meet the standards for Certified Government Financial Manager (CGFM) CPE credit.

CPIM: Denotes classes that are approved for CPIM credit by the State Treasurer’s Office.



DAY 2 TRAINING AGENDA Tuesday, October 27st 8:00 – 8:10 am Chapter Business Meeting/Announcements

8:10 – 9:25 am GASB Update – Lisa Parker (GASB) CPIM pending

9:25 – 9:45 am Break

9:45 – 10:35 am Blinded by the Hype – Jonathan Kraftchick (Cherry Bekaert) CPIM pending

10:35 – 10:55 am Break

10:55 – 12:10 pm Fiduciary Activities, You Just Might Have Them – Lisa Parker (GASB) CPIM pending

Latest Threats in the Cyber Security Landscape & Cyber Risk Management Strategies - Steven J. Ursillo, Jr. (Cherry Bekaert) CPIM pending

12:10 – 12:50 pm Break

12:50 – 1:40 pm Take the Red Pill - Becoming Conscious of Unconscious Bias - Dawn Hayes (Root Insurance)

1:40 – 2:00 pm Break

2:00 – 4:45 pm (includes 15 minute break)

Ethical Intelligence - Dr. Toby Groves CPIM pending

Procurement Standards: Balancing Efficiency and Risk – Sean O’Connor and Dan Durst (Capital Edge Consulting) CPIM pending

**All of the above courses meet the standards for Certified Government Financial Manager (CGFM) CPE credit. CPIM: Denotes classes that are approved for CPIM credit by the State Treasurer’s Office.



Workshop Descriptions

Monday, October 26th

(8:10 – 9:00)

Auditor of State Update Ohio’s Auditor of State will provide an update on recent events involving his office.

(9:20 – 10:35) Emerging Issues in Government Accounting and Auditing Like many in the past, this year is shaping up to be another year of change. This session will provide an overview of recent economic, industry, regulatory, and professional developments that impact auditors of state and local governments. Included in this session will be developments from Congress, the U.S. Office of Management and Budget, the Government Accountability Office, and other regulatory bodies. Specific focus this year will be given to COVID-19 relief funding, including issues pertaining to the CARES Act.

(10:55 -12:10) Navigating Federal Grants During COVID-19 Prior to the pandemic, proposed changes to the Uniform Guidance was the hot topic in the grants community. As the comment period was closing, many grant managers shifted from focusing on the proposed changes to prepare for COVID funding from various supplemental appropriations bills from Congress with the largest funds coming from the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This session will provide an overview of the Uniform Guidance updates but will then shift to COVID-19 funding to include the $150 Billion of Coronavirus Relief Funds sent to States, Local Governments, and Tribes by the US Department of Treasury. Although similarities exist when grants rolled out quickly back in 2009 with the American Recovery and Reinvestment Act, there are additional challenges with pandemic funding as there is the added component of disaster response. The challenges along with some considerations in moving forward in the management and monitoring of these funds will be discussed. Harassment & Civility Training After George Floyd: Understanding the EEOC’s New Harassment Training Guidelines In this session, you will learn …

• How to attain and maintain a civil and safe workplace under the EEOC new guidelines. • Exactly how to define tolerance and trust in your workplace. • The difference between “bullying” and “harassment.” • The newest decision from the U.S. supreme court on sexual orientation and gender stereotyping.



(12:50 – 1:40)

The COVID-19 Crisis Economy: Federal Dollars, Local Needs, and the State of State Budgets William Glasgall will discuss how states are reacting to the COVID-19 pandemic and the widespread economic and social dislocation that it has created. He will compare states’ actions to balance their budgets to their historical practices and point out fiscal challenges that may last well into the eventual economic recovery.

(2:00 – 3:15) Auditing Standards Update In this session, a senior manager from the AICPA’s Audit & Attest Standards Team will discuss the recently issued Statements on Auditing Standards Nos. 134 – 142 including the new auditor reporting standards and standards on estimates and evidence. Statement on Standards for Attestation Standards No. 19, Agreed-Upon Procedures Engagements will also be discussed as will be other projects currently in process. Along with the presenter, a member of the AICPA’s Governmental Auditing & Accounting Team will be available to respond to your questions. Special Audit of City of Lima Municipal Court – Civil Division The presentation will provide information regarding the special audit and investigation of former Chief Deputy, Susan Barnett. The schemes used to defraud the civil division of the court and subsequent criminal prosecution will be discussed.

(3:35 – 4:50) Update on Standards for Reviews, Compilations, and Financial Statement Preparation Engagements In this session, a senior manager from the AICPA’s Audit & Attest Standards Team will discuss recently issued Statement on Standards for Accounting and Review Services No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions and performance and reporting requirements for reviews, compilations, and financial statement preparation engagements. Along with the presenter, a member of the AICPA’s Governmental Auditing & Accounting Team will be available to respond to your questions. The Future is Now: Automate Repetitive Tasks with Robotic Process Automation Now more than ever, local governments are being challenged to deliver services effectively and efficiently, and to quickly cut costs. In this webinar, we will introduce you to Robotic Process Automation (RPA) which can be used to create efficiencies and enhance resource availability within your organization and ultimately reduce costs associated with repetitive tasks. RPA is used extensively within banking, retail, and other private industries currently; and we will discuss its applicability to state and local governments moving forward. Our experts will walk through instances in which RPA should and should not be used as a tool to automate processes. Lastly, we will introduce the top RPA providers and innovators on the market.



Workshop Descriptions Tuesday, October 27st

(8:10 – 9:25) GASB Update This session will give an overview of the GASB pronouncements that become effective in the coming fiscal years. The session also will explain some of the projects on GASB’s current technical agenda and research agenda.

(9:45 – 10:35) Blinded by the Hype There's a lot of talk right now about the pace of change, technological advancements, and all sorts of buzzwords like AI, RPA, neural networks. Most of us accountants, though, tend to either ignore the inevitable or go all in certain innovations we don't fully understand. In this session, we'll discuss some common pains, pleasures and pitfalls in actually implementing some of these technologies to make sure that any initiatives you undertake have the best chance possible of succeeding. Learning Objectives: 1. Realistically define the current state of technology in the accounting profession beyond the marketing pitches 2. List the most common traps many accountants fall into when it comes to overhyped technology 3. Create an innovation program that properly aligns to your organization’s goals

(10:55 – 12:10) Fiduciary Activities, You Just Might Have Them This session will explain how to identify and report fiduciary component units and fiduciary activities based on the requirements in Statement No. 84, Fiduciary Activities. It also will explain the implications of the newly issued Statement No. 97, Certain Component Unit Criteria, and Accounting and Financial Reporting for Internal Revenue Code Section 457 Deferred Compensation Plans, on Statement 84. Latest Threats in the Cyber Security Landscape & Cyber Risk Management Strategies As new Cyber Security threats continue to emerge, the ongoing challenges around proper risk mitigation remain a dynamic obstacle for both organizational leadership and individual users. Understanding and anticipating both technical and non-technical threats are key to managing the risks associated with a breach of confidential data. This session will cover the latest Cyber Security threat landscape and the risks and challenges that professionals faces in collecting, storing, processing and safeguarding sensitive information. Topics will include InfoSec governance, current Cyber Security threats/risks/mitigation, cloud/vendor risk management, incident response and cyber liability insurance. The session will also include strategies for personally protecting your digital information.



(12:50 – 1:40)

Take the Red Pill - Becoming Conscious of Unconscious Bias The processing efficiency of the human brain remains 99% more powerful than SpiNNaker, the world’s most powerful supercomputer. But the brain’s micro-second processing power comes at a hefty cost – unconscious bias. Wake up from the Matrix and harness the brain’s power to drive behaviors that move the unconscious into the conscious realm and transform the workplace. Using science, stories, and activities, this session empowers participants to dispel diversity myths, understand unconscious bias and how it operates, identify the impact of unconscious bias in the workplace, and adopt strategies for disrupting and reducing bias. Remember, “[n]one but ourselves can free our minds” ~ Bob Marley.

(2:00 – 4:55) Ethical Intelligence Ethical intelligence is the level of one’s ability to understand, develop and regulate their own ethical reasoning. It includes ability to recognize and interpret ethical elements of a situation, determine best actions, and follow-through on ethical commitments. While emotional intelligence involves the ability to connect with feelings, ethical intelligence focuses on how you interpret your feelings and make decisions from an ethical perspective. The session tackles difficult questions beginning with whether it’s even possible to teach ethics in the first place. Major Subjects: • How culture affects ethical judgment • The surprising relationship between empathy and ethics • Mindfulness and resilience • Ethical transparency • Ethical fading and bounded ethicality • The neuroscience of ethical information-processing • The psychology behind empathy, transparency and trust Learning objectives: Attendees will learn neuroscience associated with ethical reasoning and strategies to understand their own ethical reasoning processes including belief updating and making attributions. The session will teach three levels of empathy and the concept of bounded ethicality. Procurement Standards: Balancing Efficiency and Risk The Compliance Supplement has been updated, the audit teams are preparing, but are organizations complying with the 2 CFR 200 Procurement Standards? Uniform Guidance contains certain standards with which all non-Federal entities are required to comply when acquiring property or services with Federal funds. If your organization has not implemented the new Procurement Standards or has recently drafted new policies and procedures this is a can’t-miss session. We will discuss the purpose and applicability of the Procurement Standards, required procurement methods, and the audit criteria applied in 2020.



Presenter Biographies

Dan Durst Dan Durst is a Senior Manager at Capital Edge Consulting and has 12 years of experience in various accounting and compliance issues related to Federal government contracts, grants, and cooperative agreements. Dan’s areas of expertise include Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal awards to non-Federal entities (Uniform Guidance), and Federal Acquisition Regulation (FAR). Dan is also well-versed in various levels of audit support including Business System Reviews, Single Audit, and Inspector General audits. Dan’s industry experience includes defense, nonprofit, and public sector. Dan has assisted clients with Business Systems Compliance, Policy and Procedure Development, In-House Training, Indirect Cost Rate Proposal Development, Indirect Rate Structure Assessment, Subrecipient Monitoring Support, Audit Support, and Risk Assessment, Audit Findings Remediation, Procurement System Compliance, Internal Controls Assessment, Forensic Investigations, and other regulatory compliance matters. Dan is also a frequent lecturer on Federal grants and contracts compliance for industry-recognized training organizations such as Federal Publications Seminars and Thompson Information Services. Prior to joining Capital Edge, Dan was an audit supervisor and lead consultant for Clarke Leiper PLLC, a member of the AICPA’s Government Audit Quality Center. Dan has previously held security clearances with the U.S. Department of Defense, including Secret Clearance. While contracted by the U.S. Department of State Dan conducted audits and analysis at the U.S. Embassies in 19 foreign countries. Dan has supervised and performed several Single Audits under both OMB A-133 and the new Uniform Guidance, Subpart F. Dan currently serves on the Thompson Grants Editorial Advisory Board, providing technical guidance and expert content on topics related to compliance with Uniform Guidance. Dan attended George Mason University where he earned a Bachelor of Science degree in Accounting with a minor in Information Technology, he later returned to George Mason University and earned a Master of Business Administration with a concentration in Accounting. Michael P. Glynn, CPA, CGMA Michael P. (Mike) Glynn is a Senior Manager in the AICPA Audit and Attest Standards Team. In this capacity, Mike serves as the staff liaison to the Accounting and Review Services Committee (ARSC). In addition, Mike supports the activities of Auditing Standards Board (ASB) and its subcommittees by assisting members in drafting and deliberating authoritative professional standards and interpretations. Prior to joining the Audit and Attest Standards Team, Mike was a technical manager in the AICPA SEC Practice Section (SECPS). In that capacity, Mike supported the Quality Control Inquiry Committee (QCIC) by participating in deliberations of QCIC cases and participating in meetings with the Securities and Exchange Commission regarding the SEC’s oversight of the self-regulatory process. Prior to joining the SECPS, Mike was a technical manager in the AICPA Professional Ethics Division. Prior to joining the AICPA in April 1998, Mike worked at Ernst & Young LLP in New York. Mike also serves as a member of the New York State Society of CPAs’ Accounting and Review Services Committee. Mike is a graduate of Pace University with a BBA in public accounting.



William Glasgall William Glasgall is Senior Vice President and Director of State and Local Initiatives at the Volcker Alliance, a New York-based nonprofit organization where he has supervised the publication of numerous working papers and studies, including four Truth and Integrity in State Budgeting reports, and co-hosted the widely watched Special Briefing webcast series on critical state and local fiscal issues. Previously, he was Managing Editor for states and municipalities at Bloomberg News and Senior Editor at BusinessWeek Magazine, where he won two Overseas Press Club reporting awards. In 2020 he was named a Penn IUR Fellow at the University of Pennsylvania Institute for Urban Research. He is also a member of the National Federation of Municipal Analysts and the Municipal Fiscal Health Working Group of the Lincoln Institute of Land Policy and a Governor of the Overseas Press Club Foundation. A Boston University graduate, he was also a Knight-Bagehot Fellow in Economics and Business Journalism at Columbia University and a DAAD Fellow at the University of Bonn, Germany. Toby Groves Toby is a researcher and speaker on social cognitive psychology. He has spent the past decade researching critical thinking, transparency, authenticity, culture, and diversity. Toby authored a first of its kind scientific study on dynamic thinking and journal articles on topics of judgment, communication, fraud and ethics. His own personal story has been the subject of research and studied by business schools around the world. Toby speaks frequently to audiences of leaders and decision makers teaching a new approach to critical thinking that is the culmination of nearly 20 years of study. Dawn Hayes Dawn brings almost twenty years of experience as an employment attorney to Root Inc., where she serves as its HR Attorney. Prior to joining Root, Dawn served as general counsel for a non-profit HR consulting organization after practicing as a defense-side employment attorney. She is admitted to practice before the Ohio Supreme Court, the Sixth and Eleventh Circuit Courts of Appeal and the Supreme Court of the United States. Among her accomplishments, Dawn received the Forty Under 40 award from Business First and the Community Award from the Ohio Community Development Finance Fund. She also was voted an Ohio Super Lawyer Rising Star in the 2005-2012 editions of Law & Politics magazine. Dawn previously served in the Signal Corps of the US Army where she received the Army Achievement Medal and graduated, summa cum laude, from Youngstown State University. She then earned her law degree from the Ohio State University Moritz College of Law in 2001. Today, Dawn serves on the boards of the Ohio Lawyers Assistance Program and Columbus Bar Services. She sources and collects authentic mid-century modern furniture and décor and has a side hustle where she sells her vintage finds out of a warehouse called Dawn of Retro. Jonathan Kraftchick A Partner in the Raleigh office, Jonathan also serves as the head of the Firm’s Innovation team. Since 2001, he has conducted audit engagements for a variety of companies and industries throughout the country, as well as writing and delivering courses both inside and outside of the Firm. Outside of his work at Cherry Bekaert, Jonathan served as an adjunct professor at Elon University in their accounting department. In 2018, Jonathan was the first-ever recipient of the NCACPA Elevating Women Award, which recognizes a male in the CPA profession who actively supports the advancement of women. In 2017, Jonathan participated and placed second runner-up in CPA.com’s Innovative Practitioner of the Year, which recognizes innovation in process, services or technology implementation in public accounting firms. He also currently serves on the Board of the North Carolina association of CPA’s.



Emily Laws For the past several years, Emily has worked with local and state governments to improve their operations through process reengineering and assisting with proper technology selection. At Plante Moran, Emily is the resident “RPA Expert” with a RPA Advanced Developer Certification and a growing portfolio of internal processes that she has automated. Emily believes that RPA has the potential to revolutionize many government functions to better serve internal and external customers. In addition to RPA, Emily helps clients explore enterprise technologies like enterprise resource planning systems and community development solutions. Outside of work, you can find her walking her 110-pound Bernese Mountain Dog, Moose, or acrylic paint pouring. Stacie Massey Stacie Massey is a Senior Financial Manager for the Ohio Office of Budget and Management. She is the lead of the Ohio Grants Partnership team within the budget office. Over the last twenty plus years, Stacie has developed a unique background in grants management. From the beginning years conducting single audits of local and state governments as an auditor for the Ohio Auditor of State, to working as an internal auditor at the Ohio Department of Public Safety helping to develop stronger subrecipient monitoring for public safety grants, to becoming a Division Director at the Ohio Emergency Management Agency overseeing fiscal and grants administration. In her current role, Stacie is working to spearhead a statewide grants effort to standardize, streamline processes, and realize efficiencies shifting resources from administration back to the core program effort. Stacie has a Bachelor of Science in Accounting from The Ohio State University and a Master of Business Administration from Ashland University. She is a co-chair of the Columbus Chapter of the National Grants Management Association and is a member of the Association of Governmental Accountants. Sean O’Connor Sean O’Connor is a Managing Partner with Capital Edge Consulting, Inc. Sean’s areas of expertise include Uniform Guidance and subrecipient monitoring, CPSR readiness assessments and preparation, Federal Supply Schedule contracts, Earned Value Management Systems, Estimating Systems, audits of incurred cost and Cost Accounting Standards and Disclosure Statements. He is well versed with General Services Administration (GSA) contract compliance and with FAR, CAS and DCAA internal controls and identification of regulatory and cost accounting practice changes. With over 13 years of experience working with the Government as well as a number of large Department of Defense contractors, Sean has worked closely with Chief Executive Officers, Chief Financial Officers, Vice Presidents, General Counsels and Outside Counsel and Controllers brining experience from a wide range of engagements. He has instructed numerous federal grant recipients, both for and not-for-profit organizations, through assessments of compliance and implementation of corrective action under 2 CFR 200. Sean has led multiple projects implementing and performing compliance gap analyses of Earned Value Management Systems (EVMS) at all EVMS tier levels, for contracts issued by both the Department of Defense and the Department of Health and Human Services. Sean has represented multiple clients in settlements with the Office of the Inspector General in disputes regarding GSA contracts and provided litigation support to clients in matters with the Department of Justice, the United States Attorney’s Office and the Air Force. Sean also has considerable experience working with Internal Audit teams reengineering business processes, Sarbanes Oxley compliance, performing risk assessments, aligning process gaps to risks, determining current levels of compliance and identifying requirements to achieving compliance. Sean graduated from James Madison University with a Bachelor of Science Degree in Economics and Finance.



Lisa Parker 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.

Scott Patton Scott Patton is the Government Operations Practice Leader for Plante Moran. Scott helps governments work better by focusing on how resources are organized, how processes are designed, and how technology can improve operations. One of his roles at Plante Moran is helping governments explore and adapt to emerging technologies like Robotic Process Automation. Scotts says, “I like what I do because helping government helps the people in communities and enriches their lives. It’s fun, too! Figuring out how to improve a process, how to restructure a department or how to partner with a neighboring jurisdiction is like a puzzle and I love the excitement when the pieces start to fit together. Variety is another factor that makes me so dedicated to my career – each community is so unique. I work with major cities, small townships, state agencies, and everything in between.” Scott has worn many hats over the years and has experienced government as an internal practitioner, an external consultant, an elected policymaker and as a clueless resident. Scott remains active in his community by volunteering on a variety of church and civic activities and has served on the board of directors for the 501(c)(3) Adoption Associates for several years and recently celebrated the placement of the 5,000th child in her new family. Kinney Poynter Kinney Poynter is the Executive Director for the National Association of State Auditors, Comptrollers, and Treasurers (NASACT). In this capacity, he is responsible for the overall operations of NASACT as well as the programs of the National Association of State Comptrollers and National State Auditors Association. NASACT is a professional organization whose mission is to assist state leaders to enhance and promote effective and efficient management of governmental resources. Kinney has been with NASACT since 1989, previously serving as the association’s Deputy Director and various other positions. In addition to his experience with NASACT, he has been a partner of a local public accounting firm in Lexington, Kentucky, and a principal auditor with the Kentucky Auditor of Public Accounts, where he conducted financial, performance, and investigative audits on state agencies and local governments. While in public practice, he performed single audits on various nonprofit organizations. Kinney has BS and MS degrees in accounting from the University of Kentucky and is a Certified Public Accountant (CPA). He is a member of the American Institute of Certified Public Accountants (AICPA) and the Association of Government Accountants (AGA). He previously served on the AICPA Governing Council. He is also a member of the Kentucky Society of Certified Public Accountants, where he has served as chairman of the Governmental Accounting Committee. Kinney has served as an instructor domestically and internationally on a variety of governmental accounting and auditing issues.



Brandy Reed Brandi Reed is a Forensic Audit Manager of the Ohio Auditor of State’s Special Investigations Unit. The Special Audit Section conducts limited scope examinations of financial records designed to investigate allegations of fraud, theft or misappropriation of public funds. Brandy primarily has responsibility for special audits in the Auditor of State’s northwest & West regions. This includes supervisory responsibility of staff in the performance of multiple concurrent special audit engagements. Prior to joining the Special Audit Section in 2015, Brandy was a financial auditor for eleven years and an audit manager for one year with the Auditor of State. Brandy has a Bachelor’s Degree in Business Administration and Accounting from Bluffton University and became a Certified Fraud Examiner in March 2016. Steven Ursillo Steve serves as Cherry Bekaert’s National Leader for the Information Assurance & Cybersecurity practice. He specializes in risk management, internal control over financial reporting, information system security, privacy, cyber fraud prevention and detection, security and privacy governance, and IT assurance services. With more than 20 years of experience, Steve provides a variety of IT audit and security services for his clients across multiple industries. His background and knowledge with risk assurance and advisory engagements include information security readiness, cybersecurity, security and privacy attestation services, third-party assurance including HITRUST, cyber risk assessments, vendor risk assessments, disaster recover reviews, privacy reviews, Service Organizational Control (SOC) reporting including SOC 1, 2 & 3, as well as other types of attestations and readiness assessments. In the area of information security, Steve’s experience ranges from security consulting and implementation to security assessments involving network and attack and penetration testing. Steve is a nationally recognized writer and speaker on issues in the forefront of cybersecurity, risk and technology publications. He has delivered numerous presentations for various professional organizations and the public. In addition, Steve has provided end-user security awareness training to several clients’ staff, managers, directors, board members and to the general public. He has also performed live hacking demonstrations on simulation systems including network, wireless, mobile, application and web application attacks. Scott Warrick Scott Warrick, JD, MLHR, CEQC, SHRM-SCP (www.scottwarrick.com) is both a practicing Employment Law Attorney and Human Resource Professional with almost 40 years of hands-on experience. Scott uses his unique background to help organizations get where they want to go, which includes coaching and training managers and employees in his own unique, practical and entertaining style. Scott’s goal is not to win lawsuits. Instead, Scott’s goal is to prevent them while improving employee morale. Scott Trains Managers & Employees ON-SITE in over 50 topics and customizes them for each client. Scott’s book, “Solve Employee Problems Before They Start: Resolving Conflict in the Real World” is a SHRM best seller and was #1 for New Releases on Amazon for Conflict Resolution books! Scott’s “MASTER HR TOOL KIT SUBSCRIPTION” is a favorite for anyone wanting to learn Employment Law and run an HR Department. Scott’s academic background and awards include Capital University College of Law (Class Valedictorian: 1st out of 233), Master of Labor & Human Resources and B.A. in Organizational Communication from The Ohio State University.


http://www.scottwarrick.com/

https://scottwarrick.com/training/

http://scottsbooksandvideos.com/

https://scottwarrick.com/


THANK YOU TO OUR 2019/2020

CENTRAL OHIO AGA SPONSORS:

Platinum Level Sponsor

Silver Level Sponsors

Bronze Level Sponsors

If you would like to become an annual sponsor click here for further details.


https://www.agacgfm.org/Chapters/CentralOhio/Our-Chapter/Chapter-Sponsors.aspx

2020 central ohio aga regional professional …

Documents