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| 7:00 - 8:00 |
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Breakfast
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Beginning Track
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Experienced Track
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| 8:15 - 9:15 |
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How to Prepare for the Audit
Faculty & Sean Riley, PricewaterhouseCoopers
The right preparation can reduce the demands on the business officer during audit field work. An experienced business officer and an Audit professional will offer tips and strategies for making the audit experience as painless as possible.
Field of Study: Auditing
Level: Basic CPE Hours: 1
Prerequisites: None
Advanced Preparation: None
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Facilities Stewardship
Larry Eighmy, The Stone House Group
This session will begin with a primer on facilities stewardship and then explore benchmarks that help define and understand the fiscal nature of physical plant. We will describe a dozen key indicators of facilities and provide context for the ranges which are acceptable. From this foundation we will then explore several key questions that are germane to business officers. These will include:
- Going Green: What are my options?
- Capital Construction: What is the best delivery methodology for my project?
- Energy Management: How can I control costs and temperatures?
Field of Study: Specialized Knowledge and Applications
Level: Intermediate CPE Hours: 1
Prerequisites: 6 or more months of professional experience
Advanced Preparation: None
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| 9:15 - 9:30 |
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Break
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| 9:30 - 10:30 |
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Managing Your Facilities: Buildings and People!
Kelly Sanderson, Woodward Academy, GA
This session will explore the challenges inherent in managing an educational facility, from the standpoint of both the physical structures and the people who maintain and use them.
Field of Study: Specialized Knowledge and Applications
Level: Basic CPE Hours: 1
Prerequisites: None
Advanced Preparation: None
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Nailing the 990
Gwen Spencer, PricewaterhouseCoopers
In this session, a tax professional will review the changes in the 990 and discuss common errors made by independent schools when filing the 990.
Field of Study: Taxes
Level: Intermediate CPE Hours: 1
Prerequisites: 6 or more months of professional experience
Advanced Preparation: None
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| 10:30 - 10:45 |
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Break
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Breakouts
Participants can choose either session based on their particular interests
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| 10:45 - 11:45 |
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403(b) Compliance
Douglas Jordan, Internal Revenue Service
This session will cover compliance issues with 403(b) retirement plans, tips to ensure compliance, and the new regulations due to be issued June 30, 2006.
Field of Study: Taxes
Level: Basic CPE Hours: 1
Prerequisites: None
Advanced Preparation: None
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How to Assess 403(b) Providers
Abby Lechthaler, Baystate Financial Services
Some schools are beginning to look beyond the traditional independent school retirement plan providers. This session will explore the issues involved in seeking out new or additional third party providers for your 403(b) retirement plans, and offer practical advice for a successful search.
Field of Study: Personnel/HR
Level: Intermediate CPE Hours: 1
Prerequisites: 6 or more months of professional experience
Advanced Preparation: None
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| 11:45 - 12:45 |
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Lunch
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| 1:00 - 2:30 |
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SAS 112: Implications for Independent Schools
Sean Riley, PricewaterhouseCoopers
This summer's audits will be subject to Statement on Auditing Standards (SAS) No. 112, Communicating Internal Control Related Matters Identified in an Audit. This session will review the implications for independent schools as they work toward meeting this standard.
Field of Study: Auditing
Level: Basic CPE Hours: 1.5
Prerequisites: None
Advanced Preparation: None
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| 2:30 - 3:00 |
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Free Time
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| Leave 3:00 |
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Worcester Field Trip and George K. Baum Dinner
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Delivery Method: Group-Live for all sessions.
Learning Objectives can be found in the program book.
NBOA 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville,TN, 37219-2417. Web site: www.nasba.org
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