Financial Management, Auditing, and Accounting (FMAA)

FMAA Workshops are developed for school business officials and auditors of public school districts by ASBO New York in cooperation with business officials and members of the Public School Accounting Committee of the NYS Society of CPA’s. These workshops offer updates on issues affecting financial management, operations and reporting requirements of public school districts in New York State.

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2019 Session Descriptions and Speakers

Auditing Federal Grants
This session will cover the 17 principles of COSO and uniform guidance over federal grant programs. 

Albany: Tim Doyle, CPA, Partner, The Bonadio Group. 
Virtual: Victor Churchill, CPA, Sickler, Torchia, Allen & Churchill CPAs PC.
Syracuse: Leslie Spurgin, CPA, Partner, Insero&Co.
Buffalo: Seth Hennard, Principal, Lumsden & McCormick, LLP

 

Capital Projects 101 - Planning for and Accounting for Capital Projects
This session will cover the steps in the planning process, accounting, and file maintenance of a capital project.

Long Island: Rick Ganci, Executive Vice President & Principal, Capital Market Advisors, LLC.
Albany, Virtual, & Syracuse: Mike Shusda, Accounting Services, Fiscal Advisors & Marketing, Inc.
Buffalo: Joe Eberle, Accounting Services, Fiscal Advisors & Marketing, Inc.

 

School Level Reporting (ESSA, School Level Budgeting)
Transparency Reporting (for many districts) and ESSA Reporting (for all districts) will be due during the 2019-20 school year. Are you ready? In this session we will go through a completed Transparency Reporting form to highlight what is included, what is allocated by building, what needs to reconcile between sections of the form and provide recommendations on what to do now to get ready to submit this form. We will also provide an overview on ESSA reporting and what is similar or different between the two reporting requirements.

Long Island & Buffalo: Sarah Morrison, Senior State Aid Planner, Questar III BOCES.
Albany: Mike Los, Senior State Aid Planning Specialist, Questar III BOCES.
Virtual: Jay O'Connor, Team Leader, State Aid & Financial Planning Service, and Rose Fiddlemon, State Aid Planning Specialist, Questar III BOCES.
Syracuse: Colleen DiCaprio, State Aid Specialist, Questar III BOCES.

 

Reserve Planning/Managing Fund Balance
This session will provide practical advice on maintaining a reasonable fund balance plan to enhance long term financial stability. Implications on the tax cap and Moody’s ratings will be discussed. A discussion of how revenues and expenditures in general fund, as well as other funds may materially impact your fund balance projections. Current OSC findings and recommendations on fund balance and financial management will also be covered.

Long Island: Marianne Van Duyne, CPA, Managing Partner, R.S. Abrams & Co. LLP and Richard Cunningham, Assistant Superintendent, Plainview-Old Bethpage School District.
Albany: Tim Doyle, CPA, Partner, The Bonadio Group.
Virtual, Syracuse, & Buffalo: Tom Zuber, Partner, Raymond F. Wager, CPA, P.C. a Division of Mengel Metzger Barr & Co.

 

Update from the Office of the State Comptroller
This session will provide an update from the State Comptroller's Office including an overview of current financial trends affecting schools and recent fiscal stress monitoring enhancements and results. It will also provide a review of the data that is available on the OSC website, including new, interactive data tools. Finally, recent OSC research projects, legislative updates, and a summary of recent audit results will be discussed.

Long Island: Ira McCracken, Chief Examiner, NYS Office of the State Comptroller.
Albany & Virtual: Janet Hyde, Chief of Policy, Research and Training Division of Local Government and School Accountability, NYS Office of the State Comptroller.
Virtual, Syracuse, & Buffalo: Coming soon!

 

Internal Controls Over Food Service
Effective internal control serves as the major defense in safeguarding assets and preventing and detecting errors, fraud, waste and abuse. Schools are required to establish and maintain internal controls over their school food service to ensure effective financial management of the school food account and assure that school food programs are managed in compliance with all applicable federal, state, and local regulations. This presentation will discuss internal controls specific to school food programs to assist schools in developing effective internal controls for their own school food programs.

All Locations: Andrew Chun Chung Leung, Associate Auditor, NYSED Office of Child Nutrition.
Long Island, Virtual, & Syracuse: Amanda Watson, Senior Auditor, NYSED.
Albany, Virtual, & Buffalo: Walter St. Jean, Senior Auditor, NYSED Child Nutrition Program.

 

State Update
This session will cover the 2019-20 state budget and the current legislative session.

Long Island & Albany: Deborah Cunningham, PhD, Director of Education & Research, ASBO New York. 
Virtual, Syracuse, & Buffalo: Andrew VanAlstyne, PhD, Deputy Director of Education & Research, ASBO New York. 

 

Dates & Locations

FMAA Workshops are held throughout the state annually in the spring. For this year's dates/locations, see below:

Long Island - Monday, April 29, 2019

Western Suffolk BOCES
31 Lee Ave
Wheatley Heights, NY 11798

Capital - Wednesday, May 1, 2019

Capital Region BOCES
900 Watervliet Shaker Rd. 
Albany, NY 12205 

Virtual - Friday, May 3, 2019

Zoom webinar login details to be sent closer to 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. 

Login details will be emailed from Zoom. Please work with your IT department in advance of the virtual session to be sure Zoom is whitelisted. ASBO staff may not be able to assist with technical issues on May 3 or May 9. 

Syracuse - Monday, May 6, 2019

OCM BOCES
Main Campus, Bldg. 110
Elwood Davis Rd, Syracuse NY 13212

Buffalo - Tuesday, May 7, 2019

Erie I BOCES
355 Harlem Road
West Seneca, NY 14224

Virtual - Thursday, May 9, 2019

Zoom webinar login details to be sent closer to 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. 

Login details will be emailed from Zoom. Please work with your IT department in advance of the virtual session to be sure Zoom is whitelisted. ASBO staff may not be able to assist with technical issues on May 3 or May 9. 

Register now >>

 

Schedule

All FMAA Workshops will proceed as follows unless otherwise noted:

7:30 A.M. | Registration

8:00 A.M. - 4:30 P.M. | Program

Lunch provided

[Please note: The April 29 workshop held at Western Suffolk BOCES registration will begin at 8:00 A.M., program running 8:30 A.M. - 5:00 P.M.]


 

Cost

In-Person & Virtual 

Member: $185 | Non-Member: $245

Credits

Anticipated Credits

CPE for CPAs: 8 credits

CTLE for SDBLs: 7 credits