Course Name | Speaker(s) | Hours Available | |
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Capital Planning: A Story of Debt, Uncertainties, and the Importance of Fiscal Policies | Megan Kilgore, Columbus City Auditor, City of Columbus, Katie Johnson, Partner, Bricker & Eckler LLP | 2 | View |
Course Name | Speaker(s) | Hours Available | |
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Introduction to Governmental Accounting | Marni Hall, Director of Financial Reporting, City of Columbus | 2 | View |
Course Name | Speaker(s) | Hours Available | |
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Financial Reporting | Chad Welty, Principal, Rea & Associates,Inc. | 2 | View |
Course Name | Speaker(s) | Hours Available | |
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Internal Controls/Fraud Detection | Derek Conrad, Senior Manager, Rea & Associates, Jennifer Masters, Manager, Rea & Associates | 2 | View |
Course Name | Speaker(s) | Hours Available | |
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State of Ohio Enterprise Grants Efforts and Common Grants Compliance Issues | Stacie Massey, State Accounting Manager 3, Ohio Office of Budget and Management | 2 | View |
Course Name | Speaker(s) | Hours Available | |
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Public Budgeting | Alyssa Kerker, Adjunct Professor, Franciscan University of Steubenville | 2 | View |
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2700 Kenny Road
Columbus, OH 43210
Phone: 614-292-4092
Pari Swift is the University Records Manager for The Ohio State University. Prior to joining OSU, she served for nearly 8 years as Senior Records Manager at the Ohio Attorney General’s Office, building their records program from the ground up and partnering with IT and legal on multiple major initiatives. She began her records career at the Ohio Historical Society-State Archives where she spent 9 years as Local Government Records Archivist and then as Assistant State Archivist. She has served as chair of the Ohio Electronic Records Committee, was President of the National Association of Government Archives and Records Administrators (NAGARA), was chair and a governor-appointment member of the Ohio Historical Records Advisory Board (OHRAB), and is currently Vice President of the Greater Columbus Chapter of ARMA. She also chairs NAGARA’s Professional Development Committee. She received her BA from Wittenberg University and her Masters of Library and Information Sciences degree from the University of Pittsburgh. In 2014, she attained her Certified Records Manager designation.
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90 West Broad Street, Room 109, Columbus OH 43215
Room 109
Columbus, OH 43215
Phone: 614-645-7616
Megan Kilgore, City Auditor, City of Columbus, Ohio – Megan Kilgore was elected City Auditor of Columbus in November of 2017 and took office January 1, 2018. The City Auditor’s Office includes the divisions of income tax, financial reporting, debt management, accounting and operations, payroll services, and financial systems. Prior to election, Megan was a municipal advisor whose practice concentrated on providing assistance to local governments, utilities, and economic development districts, particularly with financing transactions.
Megan is an adjunct professor at the John Glenn College of Public Affairs at the Ohio State University, where she teaches a graduate-level course in public finance. Kilgore is also a frequent speaker at industry conferences around the Midwest.
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100 South Third St
Columbus, OH 43215
Phone: 614.227.2349
Katie Johnson has moved from Squire Patton Boggs to Bricker & Eckler LLP
Katie Johnson focuses her practice on serving as bond counsel and underwriter’s counsel on general obligation financings, tax increment financings, utility revenue financings and special obligation financings.
Katie also has experience working on a variety of economic development and public-private partnership projects. These projects have included the creation of tax increment financing areas, community reinvestment areas, enterprise zones, new community authority districts and joint economic development districts, all to encourage the investment of private capital in local communities and to stimulate economic development and redevelopment.
Prior to beginning her legal career, Katie was a middle school mathematics teacher. She continues to work with school districts in her role as bond counsel.
Representative Experience
Awards and Recognitions
Memberships and Affiliations
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90 W. Broad St; Columbus
Columbus, OH 43215
Phone: 6146450957
Marni Hall, CPA, is the Director of Financial Reporting for the City Columbus, where she is responsible for the preparation of the City’s CAFR. Prior to Columbus, she served in financial reporting roles for two of the state’s public pension funds. She started her career at KPMG, where she focused on the audits of governments and not-for-profits. She earned her bachelor’s degree from Miami University. Marni enjoys giving back to her community by serving as treasurer on several community non-profits.
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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
Participants will come away with a better understanding of internal controls over various processes as well as the role in play in financial reporting and fraud detection. Participants will also learn about common types of fraud and methods of fraud prevention/detection.
This course will provide an understanding of internal controls and the importance of controls in preventing/de misstatements as well as the role they play in fraud detection/prevention. Objectives will be to cover types of internal controls over disbursements, payroll, receipts and journal entries. The course will also discuss various types of fraud that can occur in governmental entities and the role internal controls can play in fraud detection
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122 Fourth St., P.O. Box 1020
New Philadelphia, OH 44663
Phone: 3303086812
Derek Conrad, CPA, is a Senior Manager in the government services segment with Rea and Associates. He has over 10 years of experience in governmental accounting and auditing. Derek specializes in audits of school districts, cities and counties and manages over 25 audit engagements annually.
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122 Fourth St., P.O. Box 1020
New Philadelphia, OH 44663
Phone: 3303086812
Jennifer Masters, CPA is a Manager in the government services segment. She has six years of experience serving governmental entities. The majority of those years were spent performing financial audits until recently her focus shifted to assisting government clients prepare financial statements in conformity with GAAP.
The State of Ohio is currently working on a project to streamline the administration of federal grants. The Enterprise Grants Management (EGM) Enablement Project, sponsored by the Office of Budget and Management (OBM) and supported by DAS Office of Information Technology (OIT), is modernizing the State’s grants management processes and systems, strengthening state-wide grants management operations and improving State employees and grant sub-recipients’ experiences through the enablement of an enterprise grants management technology. This session will introduce the state’s efforts, the participating state agencies, the impacts to subrecipients of the state, and the timeline for roll-out of the system. Treasurers will learn where they will be able to go in the future to explore and apply for grant funding opportunities.
The second half of the presentation will be a discussion on common compliance issues or pitfalls in administering federal grant funds. Grant areas such as cost tracking, time and effort, procurement, and inventory/equipment will be discussed. This session will help treasurers gain a general understanding on how to avoid common compliance issues, as well as, help those that commonly do not receive federal funds by identifying areas that should be a focus when the next funds are awarded.
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4310 E 5th Ave
Columbus, Ohio 43219
Phone: 614-338-4795
Stacie is a State Accounting Manager 3 for the Ohio Office of Budget and Management (OBM). In her current role, she serves as the lead in Ohio’s Enterprise Grants efforts to include the implementation of an Enterprise Grants Management System and coordinating a grants management community of practice. Stacie previously worked for the Ohio Department of Public Safety, Ohio Emergency Management Agency as an Administrative Officer over the Administration Division. In her role, she was responsible for Finance and Grants Administration. Other experience includes work as an Assistant Auditor for the Ohio Auditor of State and an Internal Auditor for the Ohio Department of Public Safety. She has a Bachelor of Science in Accounting from The Ohio State University and a Master’s in Business Administration from Ashland University. She is a member of the National Grants Management Association and the Central Ohio Chapter of the Association of Government Accountants.
Description of wide variety of Ohio Local Governments and their relationship to State, Charter municipalities, Counties and Townships. How to assist local governments by amending the Revised Code and/or the Ohio Constitution.
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Cleveland Marshall College of Law
16907 Aldersyde Drive
Shaker Heights, OH 44120
Phone: (216) 533-7022
Harold Babbit teaches Local Government Law, Ohio Local Government Seminar, and Torts. He is a retired partner in the Cleveland law firm of Calfee, Halter & Griswold LLP where his practice focused on public law and finance. He received his law degree from Yale Law School in 1967. Mr. Babbit currently serves as editorial advisor to the Municipal Finance Journal, and is the co-author of Baldwin's Ohio Practice, Local Government Law - Municipal. He has been an adjunct professor of local government at the Cleveland-Marshall College of Law since 1975. He received a B.A. from the University of Iowa and an LL.B. from Yale University.
Public Budgeting starts with the planning processes. This course will in detail review the calendar timeline of when the budget process should start and who is all involved. In addition to the budget used during operations of the entity there are also legal requirements from the county and state that need followed as well. Every dollar spent and every dollar received should have some sort of backup in calculating the upcoming budget. Detailed sub worksheets should be created for employee budgeting, notes and bonds payments, as well as production and usage analysis for utility funds.
For those who are new to the public atmosphere, this course will be a great foundation. For those who are already within the public sector it will serve as a great review of theory not used day to day.
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84 Della Drive
Bloomingdale, OH 43910
Phone: (740) 512-6393
Alyssa Kerker is a graduate of the Franciscan University of Steubenville with a Bachelor’s of Science degree in Accounting as well as a Master’s Degree in Business Administration. Prior to starting her career at The City of Steubenville, Mrs. Kerker retains positions with the mortgage broker industry and a public accounting firm. Her first position at the City of Steubenville was an account clerk and she quickly moved to Senior Accounting Administrator and later Finance Director. Although her passion is government, Alyssa resigned from her position at The City of Steubenville after 15 years to stay home with her 4 children. Soon thereafter she gained a part time teaching position at Franciscan University of Steubenville where she teaches MBA and undergraduate accounting courses as well as develops online course for the Accounting and Masters program at the college.