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Higher Education Accounting and Reporting Workshop

February 11-12, 2021 | Zoom

Pricing Scholarships Schedule Session Descriptions Speakers

 

Registration has closed! Thank you to everyone who joined us for this workshop!

Get beyond the basics of accounting and reporting and expand your knowledge and effectiveness as a leader in higher education finance. This workshop offers the attendee a solid review of the theoretical framework of higher education accounting and reporting. Operational, investing, and financing activities of the institution are reviewed—along with the impact of these activities on the financial statements. Additional information on analyzing and interpreting financial statements will be provided, along with excellent networking opportunities with fellow colleagues throughout the WACUBO region.

Pricing

 Registration Rates Member Non-Member
Higher Education Accounting and Reporting Workshop $199 $299


Cancellation Policy 

Cancellations must be received by February 1, 2021, to receive a refund, less a $25 cancellation fee. No refunds will be given after February 1, 2021. You may send a substitute in your place at any time.

Scholarship Opportunities

WACUBO offers professional development scholarships to employees of WACUBO member institutions. These scholarships will go toward all or a portion of the registration fees of an annual conference, professional development workshop, or other WACUBO sponsored professional development programs

Scholarships DO NOT cover other expenses (e.g. travel, incidentals, etc.).

Learn More and Apply

Schedule at a Glance

The Higher Education Account and Report Workshop will take place from 8:00 AM - 12:00 PM PT over the course of two days. More details to come!

Day One | Thursday, February 11
Time Topic Speakers(s)
8:00 AM PT - 10:00 AM PT Operating Activities  Michael Baumert, CPA
Frank Wasilewski, CPA
10:00 AM PT - 10:15 AM PT Break  
10:15 AM PT - 12:00 PM PT Gifts Restrictions and Endowments Michael Baumert, CPA
Frank Wasilewski, CPA 
Day Two | Friday, February 12
Time Topic Speakers(s)
8:00 AM PT - 10:00 AM PT Financing Activities   Michael Baumert, CPA
Frank Wasilewski, CPA
10:00 AM PT - 10:15 AM PT Break  
10:15 AM PT - 12:00 PM PT Financial Statement and Financial Analysis Michael Baumert, CPA
Frank Wasilewski, CPA 

 

Session Descriptions

Field of Study: Accounting

CPE's Available: 9

Program Level: Beginner/Intermediate

 February 11 & 12
8:00 AM - 12:00 PM
Pacific Time

Description

Get beyond the basics of accounting and reporting and expand your knowledge and effectiveness as a leader in higher education finance. This workshop offers the attendee a solid review of the theoretical framework of higher education accounting and reporting. Operational, investing, and financing activities of the institution are reviewed—along with the impact of these activities on the financial statements. Additional information on analyzing and interpreting financial statements will be provided, along with excellent networking opportunities with fellow colleagues throughout the WACUBO region. 

Learning Objectives

  • Describe the purpose of fund accounting systems and its relevance in today’s reporting formats
  • Explain differences among operating and non-operating activities
  • Analyze recognition issues pertaining to revenue and expenses
  • Discuss relevant laws and account standards that govern endowments, gifts, and restrictions
  • Differentiate between financing capital and operating activities
  • Identify the basic financial statements and information included in financial reports.

Contact

David Tamanaha, University of Hawaii Maui College, PDWC; [email protected]
Jeanette Perez, Arizona State University, PDSC; [email protected]

CPE Credits - group live presented online due to COVID-19

The Western Association of College and University Business Officers (WACUBO) 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.