Course Name | Speaker(s) | Hours Available | |
---|---|---|---|
Intermediate Governmental Accounting Seminar Day 1 AM | Chad Welty, Principal, Rea & Associates,Inc., Meghan Needham, Partner, Julian & Grube, Inc., Jeff McCuen, President, McCuen Accounting Services | 3 | View |
Course Name | Speaker(s) | Hours Available | |
---|---|---|---|
Intermediate Governmental Accounting Seminar Day 1 PM | Chad Welty, Principal, Rea & Associates,Inc., Morgan Helmick, Supervisor, REA & Associates, Inc | 3 | View |
Course Name | Speaker(s) | Hours Available | |
---|---|---|---|
Intermediate Governmental Accounting Seminar Day 2 AM | Dustin Hall, Accountant/Consultant, Julian & Grube, Inc., Anita Martin, Manager, Rea & Associates,Inc. | 3 | View |
Course Name | Speaker(s) | Hours Available | |
---|---|---|---|
Intermediate Governmental Accounting Seminar Day 2 PM | Chad Welty, Principal, Rea & Associates,Inc., Larry Weeks, CPA, Shareholder, Clark, Schaefer, Hackett | 3 | View |
The objective of this course is to assist attendees to better understand and prepare GAAP basis financial statements and related issues using the GASB 34 Model.
This course is designed for state and local government fiscal officers and staff, government auditors and independent public accountants with some experience and/or training related to preparing, using and auditing financial statements prepared in accordance with Generally Accepted Accounting Principles (GAAP).
[email protected]
694 East Washington Street
PO Box 485
Medina, OH 44258
Phone: (330) 722-8222
I’m a person who is passionate in everything I do, whether it is with my family or my career. I work hard at work; however, I make sure I dedicate time to myself and family to ensure a strong work/life balance.
Day-to-day activities at Rea:
At Rea, Chad specializes in school and local government auditing, GAAP conversions, agreed upon procedures and consulting.
Topics or areas of expertise that Chad can talk about (even in his sleep):
Generally accepted accounting principles (GAAP)
Statement on auditing standards (SAS)
Generally accepted auditing standards (GAAS)
Internal controls
Fraud risk assessment
How he’s helped clients meet their business needs:
A new treasurer of an entity was not comfortable with the internal controls procedures in place in terms of their efficiency and design to reduce risk. We performed an internal control study to identify potential weaknesses in internal controls and provided recommendations to strengthen internal controls to reduce the risk of errors and/or fraudulent activity.
An entity’s general ledger included several miscoded and/or unrecorded transactions that prevented them from properly preparing financial statements that could be audited. We evaluated the general ledger account coding to provide recommendations to the financial records which would properly report and classify transactions in order to prepare financial statements that can be audited.
An entity was unable to properly reconcile their bank accounts to the general ledgers, primarily caused by inaccurate general ledgers. We assisted in performing bank reconciliations in order to accurate state account balances.
How we know he knows what he’s doing:
Chad earned his bachelor of science in accounting from the University of Akron
He has nearly 20 years of accounting industry experience, with nearly 15 years spent focusing on government entities
Furthering his professional development, Chad is involved with:
American Institute of CPAs
The Ohio Society of CPAs
Government Finance Officers Association (special review executive committee member)
Ohio Government Finance Officers Association (Education committee member)
When he’s not in the office, you can find him:
Golfing
Traveling
Spending time with his wife and children
[email protected]
333 County Line Rd. West
Westerville, OH 43082
Phone: (614) 846-1899
Meghan Needham, CPA, is a partner with Julian & Grube, Inc., specializing in consulting for Ohio local governments. Meghan prepares and supervises GAAP conversions, CAFRs and PAFRs, performs Agreed Upon Procedures as well as provides internal audit consulting services and training. She received her Bachelor’s degree from Ohio Northern University and is a Certified Public Accountant (CPA). Meghan has over 14 years of governmental accounting experience and is a member of the Ohio Society of Certified Public Accountants and Association of Government Accountants.
[email protected]
928 W Market St
Tiffin , OH 44883-2927
Phone: 419-447-2927
Jeff earned his BS in accounting from The Ohio State University. He also is a licensed Certified Public Accountant and a licensed school treasurer with over 30 years of proven successful school finance experience including 13 years of school treasurer experience as Treasurer/CFO of Worthington City Schools and 13 years as Assistant Treasurer of Dublin City Schools. Jeff's experience ranges from a district with a budget of $100 million to over $200 million. Jeff received many awards in his career including the OASBO Distinguished Service Award, Rich Unger Award, Chuck Gossett Award and with the GFOA Lifetime Achievement Award. Jeff is owner of McCuen' s Accounting Service and is associated with K-12 Business Consulting to provide a wide array of services including five year forecasting analysis and preparation; Salary Study's; Community School financial management; levy analysis and modeling; and mentoring services for school business.
The objective of this course is to assist attendees to better understand and prepare GAAP basis financial statements and related issues using the GASB 34 Model.
This course is designed for state and local government fiscal officers and staff, government auditors and independent public accountants with some experience and/or training related to preparing, using and auditing financial statements prepared in accordance with Generally Accepted Accounting Principles (GAAP).
[email protected]
694 East Washington Street
PO Box 485
Medina, OH 44258
Phone: (330) 722-8222
I’m a person who is passionate in everything I do, whether it is with my family or my career. I work hard at work; however, I make sure I dedicate time to myself and family to ensure a strong work/life balance.
Day-to-day activities at Rea:
At Rea, Chad specializes in school and local government auditing, GAAP conversions, agreed upon procedures and consulting.
Topics or areas of expertise that Chad can talk about (even in his sleep):
Generally accepted accounting principles (GAAP)
Statement on auditing standards (SAS)
Generally accepted auditing standards (GAAS)
Internal controls
Fraud risk assessment
How he’s helped clients meet their business needs:
A new treasurer of an entity was not comfortable with the internal controls procedures in place in terms of their efficiency and design to reduce risk. We performed an internal control study to identify potential weaknesses in internal controls and provided recommendations to strengthen internal controls to reduce the risk of errors and/or fraudulent activity.
An entity’s general ledger included several miscoded and/or unrecorded transactions that prevented them from properly preparing financial statements that could be audited. We evaluated the general ledger account coding to provide recommendations to the financial records which would properly report and classify transactions in order to prepare financial statements that can be audited.
An entity was unable to properly reconcile their bank accounts to the general ledgers, primarily caused by inaccurate general ledgers. We assisted in performing bank reconciliations in order to accurate state account balances.
How we know he knows what he’s doing:
Chad earned his bachelor of science in accounting from the University of Akron
He has nearly 20 years of accounting industry experience, with nearly 15 years spent focusing on government entities
Furthering his professional development, Chad is involved with:
American Institute of CPAs
The Ohio Society of CPAs
Government Finance Officers Association (special review executive committee member)
Ohio Government Finance Officers Association (Education committee member)
When he’s not in the office, you can find him:
Golfing
Traveling
Spending time with his wife and children
[email protected]
694 E. Washington Street
Medina, OH 44258
Phone: (330) 722-8222
Morgan Helmick
Supervisor
REA & Associates, Inc.
694 E. Washington Street
Medina, OH 44258
330.722.8222
[email protected]
The objective of this course is to assist attendees to better understand and prepare GAAP basis financial statements and related issues using the GASB 34 Model.
This course is designed for state and local government fiscal officers and staff, government auditors and independent public accountants with some experience and/or training related to preparing, using and auditing financial statements prepared in accordance with Generally Accepted Accounting Principles (GAAP).
[email protected]
333 County Line Rd. West
Westerville, OH 43082
Phone: (614) 846-1899
Dustin Hall
Accountant/Consultant
Julian & Grube, Inc.
333 County Line Rd. W
Westerville, OH 43082
614-846-1899
[email protected]
[email protected]
694 East Washington Street
Medina, OH 44258
Phone: (330) 722-8222
My self-motivated, reliable & inquisitive nature drives me to seek solutions to create efficiencies & do whatever it takes to get job done.
Day-to-day activities at Rea:
Anita manages our compilation department including GAAP conversions for our government clients.
Topics or areas of expertise that she can talk about (even in her sleep):
Government auditing
Government accounting and financial reporting
Internal controls
Utilizing technology to be more efficient
How we know she knows what she’s doing:
She earned her bachelor’s degree in accounting from Ashland University where she graduated magna cum laude. She was also a member of Delta Mu Delta Business Honor Society while in college Anita completed her internship with Rea prior to formally joining the Rea team in 2005
How she’s helped clients meet their business needs:
When a client was struggling to correct certain management letter comments and a deficiency that was being repeated year after year, Anita provided them with templates and references to follow to ensure future consistency and properly recorded monthly and quarterly distributions of revenue. After an audit that took place afterward, the treasurer was able to report back to the board that the issue had been fully corrected
An individual at a school district was promoted to the assistant superintendent position and, as a result, inherited the responsibility of ensuring that the school complied with federal requirements pertaining to the numerous federal grants the district receives. This individual had limited knowledge about federal grants and controls and procedures to implement to ensure that the school adhered to them. After spending some time with this person and the rest of the management team, Anita was able to suggest possible internal controls that would assist in the school’s goal of being compliant with federal grants which prevented them from losing future federal funding.
Furthering her professional development, Anita is involved with:
The American Institute of CPAs
The Ohio Society of CPAs
When she’s not in the office, you can find her:
Spending time with her husband, Jeff, and their children, Abigail and Luke.
The objective of this course is to assist attendees to better understand and prepare GAAP basis financial statements and related issues using the GASB 34 Model.
This course is designed for state and local government fiscal officers and staff, government auditors and independent public accountants with some experience and/or training related to preparing, using and auditing financial statements prepared in accordance with Generally Accepted Accounting Principles (GAAP).
[email protected]
694 East Washington Street
PO Box 485
Medina, OH 44258
Phone: (330) 722-8222
I’m a person who is passionate in everything I do, whether it is with my family or my career. I work hard at work; however, I make sure I dedicate time to myself and family to ensure a strong work/life balance.
Day-to-day activities at Rea:
At Rea, Chad specializes in school and local government auditing, GAAP conversions, agreed upon procedures and consulting.
Topics or areas of expertise that Chad can talk about (even in his sleep):
Generally accepted accounting principles (GAAP)
Statement on auditing standards (SAS)
Generally accepted auditing standards (GAAS)
Internal controls
Fraud risk assessment
How he’s helped clients meet their business needs:
A new treasurer of an entity was not comfortable with the internal controls procedures in place in terms of their efficiency and design to reduce risk. We performed an internal control study to identify potential weaknesses in internal controls and provided recommendations to strengthen internal controls to reduce the risk of errors and/or fraudulent activity.
An entity’s general ledger included several miscoded and/or unrecorded transactions that prevented them from properly preparing financial statements that could be audited. We evaluated the general ledger account coding to provide recommendations to the financial records which would properly report and classify transactions in order to prepare financial statements that can be audited.
An entity was unable to properly reconcile their bank accounts to the general ledgers, primarily caused by inaccurate general ledgers. We assisted in performing bank reconciliations in order to accurate state account balances.
How we know he knows what he’s doing:
Chad earned his bachelor of science in accounting from the University of Akron
He has nearly 20 years of accounting industry experience, with nearly 15 years spent focusing on government entities
Furthering his professional development, Chad is involved with:
American Institute of CPAs
The Ohio Society of CPAs
Government Finance Officers Association (special review executive committee member)
Ohio Government Finance Officers Association (Education committee member)
When he’s not in the office, you can find him:
Golfing
Traveling
Spending time with his wife and children
[email protected]
2525 North Limestone
Suite 103
Springfield, OH 45503
Phone: (937) 399-2000
Larry Weeks’ primary area of expertise is auditing government agencies. Prior to joining the Firm, he was employed by the Auditor of State’s office for approximately nine years, where he was responsible for managing and performing audits on all types of local governments; including cities, counties, colleges and universities and schools.