Kentucky Society of Certified Public Accountants

Overview

Design your own auditing and accounting learning with this 2-day conference. Up to 16 hours of YB hours available, alongside a wide variety of other accounting and auditing topics. You will get updates from some of our favorite speakers breaking down new rules and guidance on some current regulations.

Designed for: Accountants and auditors in public practice and those in industry, government and education.

Thank you to our sponsor: AssuredPartners

Agenda

Wednesday, May 14th

8:00AM TO 8:50AM / General Sessions

This is a general session

Peer Review (YB) or (AA)

Sherry Chesser, CPA, Landmark PLC CPAs

8:55AM TO 10:35AM / General Sessions

This is a general session

Turbulence in the Global Economy: What Next? (YB) or (AA)

Chris Kuehl, Armada Corporate Intelligence

J.K. Galbraith once remarked that there are two kinds of forecaster - those that don't know and those that don't know they don't know. It has been tricky to say the least. Tariffs, trade wars, threats of inflation and recession. What can we reasonably expect - who wins and who loses?

10:45AM TO 11:35AM / Please select one of the following Concurrent Sessions

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Implementing GASB 101, Compensated Absences: A Proven, Four Phase Approach (YB)

Danny Martinez, Partner, CPA, CGFM, Cherry Bekaert Advisory LLC

This session will cover what GASB 101 is, how it is changing your current reporting on compensated absences, and how to effectively implement at your government. Topics will include identifying completeness of your compensated absences population, potential additions needed to your accounting policies, as well as journal entries and disclosures.

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Practical AI in Finance (AA)

Ed McGillis, Data & AI Associate Director, Dean Dorton PLLC

This session will focus on real-world use cases and implementation approaches for AI technologies for finance professionals. We'll begin with the foundations of AI and cover the latest moves and shifts in the AI landscape. We will discuss the current opportunities and challenges with implementing AI solutions, as well as going into detail around some finance focused use cases. After a demonstration, we will discuss key points to consider when getting started utilizing AI in finance with your own organization.

12:25PM TO 1:15PM / Please select one of the following Concurrent Sessions

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GASB Update (YB)

Scott Reeser, Senior Project Manager, Governmental Accounting Standards Board

This session will give an overview of the GASB Statements 101-104 that become effective in the coming fiscal years. Those statements cover issues related to reporting compensated absences, changes to the financial reporting model, and disclosures of related to certain capital assets and certain risks faced by governments. This session will also cover topics currently being deliberated by GASB including revenue and expense recognition, infrastructure asset reporting, and going concern and severe financial stress disclosures.

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Cyber Liability / Cyber Insurance (AA)

Andy Bennett, Senior Vice President - Sales, AssuredPartners

1:20PM TO 2:10PM / Please select one of the following Concurrent Sessions

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GASB Update- Cont'd (YB)

Scott Reeser, Senior Project Manager, Governmental Accounting Standards Board

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Cybersecurity Panel (AA)

Andy Bennett, Senior Vice President - Sales, AssuredPartners

Hal Jankowski, Business Officer, University of Cincinnati

Ed McGillis, Data & AI Associate Director, Dean Dorton PLLC

Thomas Wagner, Chief Technology Officer, CMC Project Solutions Inc

2:15PM TO 3:05PM / Please select one of the following Concurrent Sessions

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Annual Financial Audits of Kentucky Public School Districts: A Brief Overview (YB)

Marshall Smith, Assistant Director, Dividion of District Support, KDE, KY Department of Education

Each year all of the 171 public school districts in Kentucky are required to undergo a financial audit. This presentation will provide a brief overview of process, expectations and opportunities available.

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Following the Money: IRS-Criminal Investigation (AA)

Kyle Brice, Sr. Analyst, Special Agent, US Department of the Treasury IRS Criminal Investigation Division

3:10PM TO 4:00PM / General Sessions

This is a general session

Legislative Update (YB) or (AA)

Cash Cassady, Government Affairs Director, Kentucky Society of CPAs

Wes Southworth, Capital Link Consultants

Russ Woodward, Director of State Legislative Affairs, Capital Link Consultants

With the 2025 Legislative Session recently concluded, multiple state law changes impacting Kentucky businesses will be reviewed. Highlights on local, state, and federal law and regulatory amendments that affect business CFOs, Controllers, and CPAs will be the primary topics of this session.

Thursday, May 15th

8:00AM TO 9:45AM / Please select one of the following Concurrent Sessions

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Governmental Auditing Update: Yellow Book & Uniform Guidance (YB)

Melisa Galasso, Founder & CEO, Galasso Learning Solutions

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FASB Update (AA)

William Kohm, CPA, MBA, Assurance and Sustainability Director, Dean Dorton PLLC

This session will cover what is in the FASB pipeline along with any statements issued in the past year.

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Process Optimization - Power BI (AA)

Robert Eger, Ph.D., Professor of Accounting, Bellarmine University

9:50AM TO 10:40AM / Please select one of the following Concurrent Sessions

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Internal Controls Over Compliance vs Compliance (YB)

Melisa Galasso, Founder & CEO, Galasso Learning Solutions

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AICPA Profession Update (AA)

Lisa Simpson, CPA, CGMA, VP Firm Services, AICPA

In this fast paced session, we will touch base on important updates on trends and opportunities in the accounting profession. The talent pipeline and the importance of transforming the traditional business model for accounting firms will be explored.

10:45AM TO 11:35AM / Please select one of the following Concurrent Sessions

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Sampling for Single Audits (YB)

Melisa Galasso, Founder & CEO, Galasso Learning Solutions

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Update from the Auditor of Public Accounts (AA)

Julie Skeeters, Special Examinations Manager, Auditor of Public Accounts

Josh Sutherland, Auditor in Charge, Financial Audit Division, Auditor of Public Accounts

This session will cover recently released special exams and the release of ACFR and SSWAK.

12:20PM TO 1:10PM / Please select one of the following Concurrent Sessions

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Government Fraud Trends (YB)

Melisa Galasso, Founder & CEO, Galasso Learning Solutions

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Data Visualization (AA)

Hal Jankowski, Business Officer, University of Cincinnati

1:15PM TO 2:05PM / General Sessions

This is a general session

Overview of the New Quality Management Standards (YB)

Melisa Galasso, Founder & CEO, Galasso Learning Solutions

2:20PM TO 4:00PM / General Sessions

This is a general session

Yellow Book Independence / Ethics (YB) or (AA)

Alexandria Romero, CPA, MPAcc, Government & Leadership Training Facilitator, Galasso Learning Solutions

The Yellow Book outlines essential ethical principles for governmental auditors, including serving the public interest, maintaining integrity, objectivity, and professional behavior. This course provides a focused review of these key concepts and their practical application in governmental auditing. Participants will also explore the independence standards, gaining insights on maintaining objectivity and avoiding conflicts of interest to ensure unbiased and professional audits.

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Agenda

Wednesday, May 14th

3:10PM to 4:00PM / General Sessions

This is a general session

Legislative Update (YB) or (AA)

Cash Cassady, Government Affairs Director, Kentucky Society of CPAs

Wes Southworth, Capital Link Consultants

Russ Woodward, Director of State Legislative Affairs, Capital Link Consultants

Thursday, May 15th

9:50AM to 10:40AM / General Sessions

Choose this session

AICPA Profession Update (AA)

Lisa Simpson, CPA, CGMA, VP Firm Services, AICPA

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Review and choose your sessions and options above.

Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:

AAC514

Registration

Member Price:

$499

Non-member Price:

$699

Registration is open through 05/13.

Wednesday, May 14th

8:00am to 4:00pm
(Check-In 7:30am)

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Overview

Agenda

Peer Review (YB) or (AA)

Turbulence in the Global Economy: What Next? (YB) or (AA)

Implementing GASB 101, Compensated Absences: A Proven, Four Phase Approach (YB)

Practical AI in Finance (AA)

GASB Update (YB)

Cyber Liability / Cyber Insurance (AA)

GASB Update- Cont'd (YB)

Cybersecurity Panel (AA)

Annual Financial Audits of Kentucky Public School Districts: A Brief Overview (YB)

Following the Money: IRS-Criminal Investigation (AA)

Legislative Update (YB) or (AA)

Governmental Auditing Update: Yellow Book & Uniform Guidance (YB)

FASB Update (AA)

Process Optimization - Power BI (AA)

Internal Controls Over Compliance vs Compliance (YB)

AICPA Profession Update (AA)

Sampling for Single Audits (YB)

Update from the Auditor of Public Accounts (AA)

Government Fraud Trends (YB)

Data Visualization (AA)

Overview of the New Quality Management Standards (YB)

Yellow Book Independence / Ethics (YB) or (AA)

Register a Guest

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Agenda

Legislative Update (YB) or (AA)

AICPA Profession Update (AA)

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Event Code:

Registration

Wednesday, May 14th

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