2023 Business Manager/CPA Workshop

June 8, 2023 • Kellogg Hotel and Conference Center • MSU

Early Bird Session 7:30 – 8:40 am
Main Session: 9:00 am – 4:00 pm


The MSBO Business Manager/CPA Workshop delivers timely information for business managers and practicing CPAs preparing for a successful year-end audit. Believe it or not, it’s audit season again! How are you preparing for the latest changes in regulations? Are you familiar with the latest GASB implementations? How is budgeting going to change?

Download the Agenda


SCECH and CPE credits are available. Certification credit is also available for those in the renewal stages of their certification.

  • Earn SCECH credits based on the number of sessions you view.
  • After the Workshop, you will receive an email prompting you to complete the SCECH/CPE SurveyMonkey for credit, including MSBO Certification renewal credit.

    You will receive an emailed Certificate of Completion for SCECH and CPE (CPA) credits. Additionally, if you are in the MOECS system, your credit will be uploaded. If you have any questions on SCECHs or CPEs, please email Lillie Rapelje. 50 minutes equals 1 CPE and 60 minutes equals 1 SCECH. SCECH credit is rounded down to the quarter hour. There is a maximum of 9.75 SCECH hours and 11.7 CPE that can be earned.

Total Hours Available

Continuing Professional Education Hours for CPAs:

  • Accounting and Auditing*                          8.8
  • Ethics**                                                           1.0
  • Other                                                                1.9
  • Total                                                           11.7

State Continuing Education Clock Hours (SCECH): 9.75

It is a criminal offense to use or attempt to use a State Continuing Education Clock Hours (SCECH) transcript or certificate of completion that is fraudulently obtained, altered, or forged to obtain a teacher, school administrator, or school psychologist certificate, or other State Board approval.

7:30 – 8:40 am

Governmental Accounting and Auditing Update*

Your FY2022-23 financial statement and single audit are impacted by many changes on the federal level, the GASB, the Auditing Standards Board and Government Auditing Standards. Insight into these standards, including GASB 96 and Risk Assessment audit standard, will be provided along with the implications from related MDE guidance for public schools. Get an overview of the continuing impact of pandemic-related funding on the accounting, reporting, budget planning, and federal grants compliance process impacting school districts.

Presenter(s): Eric Formberg, Retired Partner, Plante Moran

70 Minutes | Qualifies for 1.4 CPE Accounting & Auditing


9:00 – 9:20 am

MDE Audit Alert and Audit Manual Update*

Get updated on the changes for the FY2022-23 school audit manual directly from the department. An overview of the FY2022-23 Audit Alert will be provided.

Presenter(s): Gloria Suggitt, MDE

20 minutes | Qualifies for 0.4 CPE Accounting & Auditing


9:20 – 10:05 am

GASB Update – Are You Ready for GASB 96 and What Comes Next?*

Do you have subscription-based information technology arrangements (SBITAs) that need to be recognized in your school district financial statements? Not sure? Find out how GASB 96 is changing financial reporting and how you can create a smooth implementation.

Presenter(s): William Tucker, Maner Costerisan and Michael Walsh, Plante Moran

45 minutes | Qualifies for 0.9 CPE Accounting & Auditing


10:05 – 10:50 am

Single Audit and SEFA Updates for FY2022-23*

Hands-on learning of the Schedule of Expenditures and Federal Awards (SEFA) report, from start to finish. Learn quick tips on finding source data and cross-checking to complete this schedule. Follow important single audit updates for FY2022-23.

Presenter(s): Kristi Krafft-Bellsky, Yeo & Yeo CPAs & Business Consultants

45 minutes | Qualifies for 0.9 CPE Accounting & Auditing


10:50 – 11:05 am



11:05 am – 12:00 pm

Common Findings from the MDE Fiscal Monitoring Process*

MDE’s responsibility is to confirm that school districts have complied with program requirements and financial record keeping and reporting. Find out how the department’s fiscal monitors review district spending and appropriate usage of federal funds as well as how the results are communicated back to the districts.

Presenter(s): William Anderson, Michael Stevens, Cristy VanSteenburg, and Michael Wynn, MDE

55 minutes | Qualifies for 1.1 CPE Accounting & Auditing



12:00 – 1:00 pm



1:00 – 1:50 pm

MDE Office of Health and Nutrition Services – Mental Health and Food Service Update*

Do you know the latest information on 31N, 31O, and 31P School Mental Health funding and resources? How has the end of pandemic relief waivers impacted school nutrition programs? Hear an update on the latest for mental health funding, the decisions that will affect school food service, along with how districts and auditors need to prepare for this year’s audit.

Presenter(s): Melanie Brummeler and Michael Leathead, MDE

50 minutes | Qualifies for 1.0 CPE Accounting & Auditing


1:50 – 2:50 pm

State Aid and Accounting Update – MDE & Auditor Perspectives*

There are always changes and this is a chance to hear from the brain trust at MDE Office of State Aid and School Finance. Expect an update on Section 147c2 and GASB 96 accounting, among others.

Presenter(s): Philip Boone and Christopher May, MDE; Jennifer Watkins, Yeo & Yeo CPAs & Business Consultants

60 minutes | Qualifies for 1.2 CPE Accounting & Auditing


2:50 – 3:05 pm



3:05 – 4:00 pm

ESSER and GEER Monitoring – MDE and Guidehouse*

The Michigan Department of Education (MDE) is required to monitor Federal COVID-19 Stimulus grants made with ESSER & GEER funds. MDE has contracted with Guidehouse and its partner firms (Rehmann and Pierce Monroe & Associates), known as the Compliance Team, to assist with this monitoring. Hear about the state’s approach to monitoring reviews.

Presenter(s): Nathan Baldermann, and Benjamin Brewer, Rehmann; Juan Suasto and Kevin Walters, MDE

55 minutes Qualifies for 1.1 CPE Accounting & Auditing


Pupil Accounting Update – Consortium Approach to Pupil Auditing

Gain an understanding of one ISD’s approach to pupil auditing and hear how they are making it work with a large consortium.

Presenter(s): Jacob Sullivan, Clare-Gladwin RESD

30 minutes | Qualifies for 0.6 CPE Other




MDE Covid Grants Update*

Learn about the new Covid grants dashboard from MDE and how to use it as a transparency tool for your district. Hear how to highlight upcoming deadlines and requirements for various grant streams. Learn about effective proper utilization, record keeping, grant accounting, district reporting requirements, meaningful stakeholder input and overall compliance issues.

Presenter(s): Kevin Walters, MDE

40 minutes | Qualifies for 0.8 CPE Accounting & Auditing



School Aid Update

Get the latest information on the economic impact of the COVID-19 pandemic on the School Aid Fund revenues and state aid! The most current information from the May Consensus Revenue Estimating Conference (CREC) and how the legislature may deal with the potential increase in overall state revenues will be discussed!

Presenter(s): Noel Benson and Jacqueline Mullen, House Fiscal Agency

25 minutes | Qualifies for 0.5 CPE Other




Ethics and Your Audit**

Uniquely challenging times also bring unique opportunities, so why not take a fresh look at the leadership and ethical questions we all face? School business managers face ethical dilemmas every day, and we can all benefit from the positive strategy of learning something new.

Presenter(s): Kim Lindsay, Rehmann

50 minutes | Qualifies for 1.0 CPE Ethics



Legislative Update

What happens in Lansing impacts your district’s finances, and audits! Hear about the latest legislative initiatives that may impact your planning for FY2022-23.

Presenter(s): Chris Glass, Education Advocates of West Michigan

40 minutes | Qualifies for 0.8 CPE Other



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