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Financial Management, Auditing, and Accounting (FMAA) 2025
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4/29/2025 to 5/22/2025
When: April 29 & 30 OR May 21 & 22
8:00 am - 4:30 pm
Where: Zoom Webinar
United States
Contact: Rebecca Sheehan
rebecca@asbonewyork.org
518-434-2281 x104


Online registration is closed.
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FMAA is developed for school business officials, district treasurers and auditors of public school districts. These workshops offer updates on issues affecting financial management, operations, and reporting requirements of public school districts in New York State.

Attendees should be currently working or involved in roles such as School Business Officials, District Treasurers, and Auditors of Public School Districts. A basic understanding or familiarity with Financial Management, Financial Operations, and Reporting Requirements for Public School districts is encouraged. These prerequisites are designed to ensure that attendees can effectively engage with workshop content and discussions presented throughout the course.

Customize your experience! Register for the full workshop, Ethics only or attend without Ethics included. 

This workshop will be offered twice, April 29 & 30, and again May 21 & 22 via Zoom.

Date Set 1: April 29 & 30

Date Set 2: May 21 & 22 

Full Workshop Cost (both days, including Ethics credits):
$330 Member | $399 Non-Member

Workshop without Ethics credits included:
$280 Member | $339 Non-Member

Ethics Credits Only (2 total)
$100 Member | $120 Non-Member

Schedule at a glance (subject to change)

Day 1 
(April 29 or May 21)


8:30 AM - 9:30 AM 

Capital Projects

CPE Area: Specialized Knowledge (1 Credit)
CTLE (1 Credit)

Learn the key financial planning strategies for capital projects, including state aid considerations, compliance requirements, and essential accounting and reporting practices. This session will provide practical insights to ensure your projects remain financially sound and fully compliant.

Christopher Schneider, CPA, Audit Partner,
R.S. Abrams & Co., LLP

9:45 AM - 10:45 AM

Cyber Security & Tech Resources

CPE Area: Specialized Knowledge (1 Credit)
CTLE (1 Credit)

Review of threats in the education sector, basic cyber practices for public accountants, and best practices for securing financial and sensitive data.

Dr. Michael Doughty, Assistant Superintendent, NERIC

11:15 AM - 12:45 PM

State Aid Overview & Maximizing State Aid

CPE Area: Specialized Knowledge (1.5 Credit)
CTLE (1.5 Credit)

This session will provide you with information on the various state aid categories and also give you strategies and/or tips on maximizing aid under each category.

Rose Fiddemon-Clarke, Associate Specialist, Questar III BOCES

John Tamburello, Senior State Aid Specialist Questar III BOCES

Kathy Beardsley, Associate Specialist, Questar III BOCES

1:15 PM - 2:45 PM

GASB Updates

CPE Area: Accounting (1.5 Credit)
CTLE (1.5 Credit)

Stay up to date on the latest GASB pronouncements and their impact on financial reporting. This session will cover recent updates and provide practical implementation strategies to ensure compliance and efficiency.

Thomas Zuber, CPA, Partner, MMB & Co

2:55 PM - 3:55 PM

ST-3 Prep Issues

CPE Area: Specialized Knowledge (1 Credit)
CTLE (1 Credit)

This session will review best practices for preparing the ST-3 and reviewing the ST-3 for accuracy and State Aid maximization.

Sarah Morrison, CPA, Senior State Aid Planner, Questar III BOCES


Day 2
(April 30 or May 22)


8:30 AM - 10:30 AM (on 4/30)
8:00 AM - 10:00 AM (on 5/22)

*NEW* Ethics Course 

CPE Area: Ethics (2 Credits)
CTLE (2 Credits)

This course for CPAs is designed to ensure accounting professionals understand ethical standards, as well as state regulations within New York. This course covers key principles, professional conduct, and real-world ethical dilemmas to help CPAs maintain integrity in their practice.

Aaron Kofira, CPA, Engagement Quality Review Partner, The Bonadio Group

11:00 AM - 12:00 PM

Advocacy & GR Update 

CPE Area: Specialized Knowledge (1 Credit)
CTLE (1 Credit)

This session will cover key legislative and policy changes, ASBO New York’s advocacy efforts, and what to expect in the coming year. Stay informed and prepared to navigate the evolving landscape of school finance and education policy.

Brian Cechnicki, Executive Director, ASBO New York

12:30 PM - 1:45 PM

Managing Fund Balance

CPE Area: Accounting (1.5 Credit)
CTLE (1 Credit)

In an era of uncertain future state aid growth and along with the liquidation of CRRSA and ARPA grants, managing fund balance and reserves have become critically important to the long-term financial health of school districts. In this session, we will discuss the legal and accounting guidelines supporting fund balance calculation and reserve authorization, and the fiscal drivers that should be considered while updating your fund balance and reserve plan.

Marianne E. Van Duyne, CPA, MBA, Managing Partner,
R.S. Abrams & Co., LLP

Christopher Schneider, CPA, Audit Partner,
R.S. Abrams & Co., LLP

Richard Cunningham, Retired School Business Official

2:00 PM - 3:00 PM

Financial Risk Management

CPE Area - Specialized Knowledge (1 Credit)
CTLE (1 Credit)

Learn how to identify and assess financial risks while strengthening your organization's financial stability. This session will explore key strategies in budgeting, forecasting, and internal controls to help mitigate potential risks and enhance financial decision-making.

Chase Byler, Senior Vice President, LGIP Director, NYLAF

3:15 PM  - 4:15 PM

Audit Prep

CPE Area: Auditing (1 Credit)
CTLE (1 Credit)

Ensure a smooth and successful external audit with effective planning and preparation strategies. This session will cover key steps to get audit-ready, minimize risks, and streamline the process.

Alexandria Battaglia, CPA, Audit Partner, R.S. Abrams & Co., LLP

Marie Donnelly, Assistant Superintendent - Business and Operations, North Merrick UFSD

Thank you to our sponsor:

NYLAF | New York Liquid Asset Fund

 

* Livestream information: If you attend this workshop virtually, webinar login details will be emailed out two days prior to the event date. Login credentials are individual. Each person must register for the event individually via the registration link above.

If you would like to have multiple people participate via a single connection, please email rebecca@asbonewyork.org for more information. Each person still must register individually. 

Cancellation Policy

Cancellations must be received in writing (or by email at asbomail@asbonewyork.org) three full days prior to the start of the program (unless otherwise stated per event) and are subject to a cancellation fee. There are no refunds for cancellations received less than three business days prior to the start of the program.

Administrative Fee Assessments: If you request to change or cancellation of your registration your there may be an additional administrative fee of $50 imposed for the registration transfer.