The Tribal Finance and Accounting Conference will cover the basics about grants, grant audits, credit card matters and risk management as they pertain to tribal finances.

 

This is a virtual conference for anyone who is involved in the tribal accounting and finance process.

 

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Agenda

• Agenda

  Time	Session	Speaker
  12:15-12:20 p.m.	Welcome and Introductions
  12:20-1:50 p.m.	Grant Accounting 101: How to account for grants with the correct fund balance and deferred revenue CPE: Accounting (Governmental) - Technical	Wesley Benally, REDW and Suresh Geer, RSM
  1:50-3:05 p.m.	Get Your Game Plan for Single Audit   CPE: Auditing - Technical	Scott Huebert and Becky Carter, Finley & Cook
  3:05-4:20 p.m.	Credit Card Issues and Risk Management Related to Federal Grant Expenditures   CPE: Specialized Knowledge - Technical	LaDonna Sinning and Jake Winkler, Arledge & Associates
  4:20-4:30 p.m.	Q and A

Learning Objectives

Grant Accounting 101: How to account for grants with the correct fund balance and deferred revenue

• Identify self determination/self governance standards for financial management and record retention
• Recognize GASB 87 and 96 for Tribal governments and enterprises
• Identify exchange and non exchange transactions, unearned revenues and intergovernmental receivables

Get Your Game Plan for Single Audit

• Identify what a SEFA report is
• Identify what the basics are for preparing the SEFA for audit
• Determine how you can use the SEFA report to be prepared for the audit
• Determine if you can use the SEFA report for management purposes

Credit Card Issues and Risk Management Related to Federal Grant Expenditures

• Identify what frequent abuse with credit cards is
• Identify documentation issues common with credit card use
• Identify what the impact of abuse and documentation issues on grant compliance

Sponsors

Premier:

• BancFirst
• FORVIS
• RSM US

Learn more about sponsorship levels and/or let us know you would like to be a sponsor:

Sponsorship Levels

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Program Policy and CPE Credit

The program content is appropriate for entry level employees and those looking to gain an understanding in tribal finance and accounting. For CPE purposes, the knowledge level of the course is "basic". There is no prerequisite education/experience. A pre-test will be shared with program participants by the program administrator after registration and prior to attendance.

 

The Oklahoma State University Center for the Future of Work 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.