JUNE 8, 2022 • Virtual and in-person options
New Bern Convention Center • 💻 Virtual Conference Option
Conference Schedule
Learn more
Registration Options
I want to attend
in-person
Early Bird Rate expires May 25, 2022
I want to attend
virtually
Wednesday, June 8, 2022
8:05–9:20 am
General Session
Aaron Bock
Opkalla
Local Government Tech Trends to Watch
This presentation will focus on the top trends such as cybersecurity, IAM (identity and access management) platforms cloud migration and application modernization. We’ll tackle these topics in digestible bites of information for you take with you as you participate in IT decision making within your organization.
More about Aaron
Aaron Boch
Opkalla
With over 12 years in the IT Consulting industry, Aaron has helped companies of all sizes, from startups to Fortune 50, make the best IT decisions to make their life easier. Aaron is an avid runner, Virginia Tech alumni, proud husband and lucky father of two energetic children and a beagle named Winston.
9:35–11:05 am
General Session
Kendra Boyle
NC Department of State Treasurer
Local Government Commission Update
The LGC Update will provide current information about accounting and auditing issues for local governments in North Carolina.
More about Kendra
Kendra Boyle
NC Department of State Treasurer
Kendra Boyle currently serves as the Assistant Director of the Fiscal Management Section in the State and Local Government Finance Division (SLGFD) of the NC Department of State Treasurer. She has served with the Division for a total of 5 years. Before rejoining the SLGFD in March of 2020, Ms. Boyle was living in Savannah, GA. Her work experience includes public, governmental, nonprofit, and corporate accounting. During her first tenure with the SLGFD in the mid-1990s, Ms. Boyle was part of the first-ever Local Government Commission assumption of financial control of a unit of government in NC. Since returning to North Carolina and the Department of State Treasurer’s office, Ms. Boyle is assigned to the team working with the Town of Robersonville. She also manages the update of the annual illustrative financial statements. Ms. Boyle graduated from North Carolina State University with BA’s in Business Management, Economics, and Accounting. She has two grown daughters and spends her free time traveling and boating on Kerr Lake.
11:20 am–12:25 pm
General Session
Paulina Haro
Governmental Accounting
Standards Board
GASB Update
In this session, attendees will learn about recently-issued GASB Statements and Implementation Guides, including major pronouncements and related implementation guides.
More about Paulina
Paulina Haro
Governmental Accounting Standards Board
Paulina Haro is a supervising project manager with the Governmental Accounting Standards Board in Norwalk, Connecticut. Her current project assignments include Revenue and Expense Recognition, CARES Act Technical Bulletin, and Electronic Financial Reporting. She contributed to the development of Statements on Fair Value Measurement (72), Blending Requirements (80) and Irrevocable Split Interest Agreements (81).
Before joining the GASB staff in 2014, Paulina worked as Financial Analyst, Cash Manager and subsequently as Treasurer for the City of Fayetteville, North Carolina, and CIP Fiscal Manager for the City of Raleigh.
Paulina received a Bachelor Degree in Business Administration-Accounting with Summa Cum Laude honors from Campbell University. She also holds a Masters in Business Administration from the University of North Carolina, Chapel Hill, and is licensed as a Certified Public Accountant in the State of North Carolina.
1:15–2:30 pm
Concurrent Sessions
Jeanette Bax-Kurtz, III, CPA
Experienced Board Officer
1A: GASB 87: Leases
This session will cover changes in lease recognition, measurement, and related disclosures for both government lessees and lessors.
More about Jeanette
Jeanette Bax-Kurtz, III, CPA
Experienced Board Officer
Experienced Board Officer with a demonstrated history of working in the accounting industry. Skilled in Education, Accounting, Income Tax, Management, Risk Management, Auditing, and Financial Analysis. Strong business development professional with a BSBA with emphasis in Accounting and Math Minor focused in Business Administration and Management from University of Missouri-Saint Louis.
1B: Reducing Cyber Security Risks for Local Governments
This session will cover current cyber security statistics and challenges for local governments. In addition, this session will cover common attacks, cyber insurance, and best practices to prevent cyber attacks.
Aaron Bock
Opkalla
More about Aaron
Aaron Boch
Opkalla
With over 12 years in the IT Consulting industry, Aaron has helped companies of all sizes, from startups to Fortune 50, make the best IT decisions to make their life easier. Aaron is an avid runner, Virginia Tech alumni, proud husband and lucky father of two energetic children and a beagle named Winston.
Jeff Garrett
Opkalla
More about Jeff
Jeff Garrett
Opkalla
With over 20 years of experience in the IT industry as both a consumer and consultant of technology, Jeff brings a breadth of technical and tactical knowledge to help companies drive strategic business evolution with innovative IT solutions. Outside of work Jeff enjoys watching, playing and coaching soccer as well as the hustle and bustle of life with his wife and three children.
2:40–3:30 pm
Concurrent Sessions
Michael Peter Manspeaker, CPA
Coastal Peer Review, Inc.
2A: Risk Assessment
Deficiencies in risk assessment are a common peer review finding. In October 2021, the Auditing Standards Board issued a new risk assessment standard (SAS No. 145) effective for periods ending December 15, 2021 or later.
In this session we will discuss how to improve your risk assessments, a brief overview of the new risk assessment standard and how some of the concepts in SAS No. 145 can be used to help your current risk assessment process.
More about Michael
Michael Peter Manspeaker, CPA
Coastal Peer Review, Inc.
Mike currently serves as an Engagement Partner for Audit and Assurance services for the firm and is a member of the Accounting & Auditing Committee. He formerly served as the firm’s Director of Audit, Accounting, and Quality Control.
His over 40 years of experience includes working with manufacturing, retirement plan, construction, financial institutions, and nonprofit clients. In addition, he provides clients with business and strategic planning and has experience in mergers and acquisitions, employee stock ownership plans, internal controls, and governance structures of business entities.
Mike currently serves on the American Institute of CPAs (AICPA) Accounting and Review Services Committee and the Technical Issues Committee, focusing on auditing, accounting, and review services, as well as professional ethics standards. He is also a member of the AICPA Attestation Standards Task Force and Audits for Less Complex Entities Task Force.
Gary Kohut, PhD
UNC Charlotte
The Belk College of Business
2B: Post-COVID Workplace: Managing Remote Employees & Returning to the Office
As Covid-19 cases continue to fall and governments lift remaining pandemic restrictions, many offices are asking employees to return to in-person work. However, returning employees to the workplace isn’t as simple as announcing a reopening or return-to-the-workplace date and carrying on business as usual. Many workplaces have been altered, and some changes may be long term, even with vaccines widely available.
The Covid crisis creates an opportunity to rebuild and reposition ourselves for the future. It has highlighted the human dimension of workforce challenges and the uncertainties facing leaders. In this extraordinarily tight job market, we have to ask ourselves, will employees want to flock back to buildings even when it’s safe again? Should we do away with Zoom and return the workplace to its pre-COVID ways?
Many people may be excited to return to their workplaces. However, this change might be a tricky one for those working from home or furloughed for months. Clearly, each employer’s plan to return, or re-return, to the workplace will look different, but there are key issues to consider during this time of transition. So how can leaders create a new work world that will keep employees both happy and productive post-COVID? This session will offer specific strategies that work for reopening workplaces successfully for both in-office and remote employees.
More about Gary
Gary Kohut, PhD
UNC Charlotte
The Belk College of Business
Dr. Kohut is Director of the MBA Program, Director of the Dual MBA Program with EGADE Business School in Monterrey, Mexico and Professor of Management in the Belk College of Business at The University of North Carolina at Charlotte. He teaches graduate and undergraduate courses in business and executive communication, leadership and negotiation. A recognized expert on communication in business, he is the coauthor of three books: Business Communication: A Functional Perspective, Contemporary Business Report Writing, and Write to Win.
Dr. Kohut is active as a consultant and speaker on communication and management development for organizations such as American Express, Balfour Beatty Construction, Bank of America, Duke Energy, Eastwood Homes, General Dynamics, Greer & Walker, LLP, Harris Teeter, Inc., IBM, Ingersoll Rand, Lowe’s, Muratec Machinery USA, Inc., North Carolina Association of CPAs, TIAA, and WSOC television.
Among numerous teaching and speaking awards, Dr. Kohut is the 2002 recipient of the Bank of America Award for Teaching Excellence, the university’s most prestigious teaching honor and a 2003 recipient of the UNC Board of Governors Award for Excellence in Teaching. Dr. Kohut has also received the 2015 North Carolina Association of Certified Public Accountants’ 5.0 Discussion Leader Award.
3:45–4:35 pm
General Session
Gary Kohut, PhD
UNC Charlotte
The Belk College of Business
Succession Planning and Why It Matters: Key Issues & Insights
Succession planning prepares a workforce for inevitable departures, retirements and promotions and provides a process through which an employer can identify and develop internal staff with the potential to fill key leadership and other critical roles. It can also be viewed as an opportunity to create a competitive advantage with talent. Many governments face the challenge of ensuring continuity and consistency of service delivery due to employee turnover. In instances where large numbers of government employees are eligible to retire, there is a concern that not enough qualified or available workers will be prepared to replace them.
Good business leaders must plan for the unexpected. However, when running an organization, it’s easy to focus on the present day-to-day tasks like scheduling calls, hosting meetings, and analyzing metrics. Unfortunately, these are time consuming efforts and can lead to being reactive instead of proactive. It’s therefore necessary to set aside time to be forward-thinking. Succession planning is key to your long-term success and allows you to be prepared and agile when the unexpected arises or you need to fill vacant leadership positions.
In this session we will discuss factors to consider in designing a succession program, potential obstacles to implementation, and characteristics of great programs.
More about Gary
Gary Kohut, PhD
UNC Charlotte
The Belk College of Business
Dr. Kohut is Director of the MBA Program, Director of the Dual MBA Program with EGADE Business School in Monterrey, Mexico and Professor of Management in the Belk College of Business at The University of North Carolina at Charlotte. He teaches graduate and undergraduate courses in business and executive communication, leadership and negotiation. A recognized expert on communication in business, he is the coauthor of three books: Business Communication: A Functional Perspective, Contemporary Business Report Writing, and Write to Win.
Dr. Kohut is active as a consultant and speaker on communication and management development for organizations such as American Express, Balfour Beatty Construction, Bank of America, Duke Energy, Eastwood Homes, General Dynamics, Greer & Walker, LLP, Harris Teeter, Inc., IBM, Ingersoll Rand, Lowe’s, Muratec Machinery USA, Inc., North Carolina Association of CPAs, TIAA, and WSOC television.
Among numerous teaching and speaking awards, Dr. Kohut is the 2002 recipient of the Bank of America Award for Teaching Excellence, the university’s most prestigious teaching honor and a 2003 recipient of the UNC Board of Governors Award for Excellence in Teaching. Dr. Kohut has also received the 2015 North Carolina Association of Certified Public Accountants’ 5.0 Discussion Leader Award.
Book your seat!
NCACPA is a NASBA-approved sponsor of continuing education.
For complete program information (course registration, learning objectives, instructional delivery methods, CPE, field of study, prerequisites, program knowledge, level, advance preparation, program description, and speaker information), please visit the event links above.
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.
For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.