Sessions


Legal and Regulatory Update for Higher Education

Theresa Gallion & Candice Pinares-Baez

Program Level: Basic

No prerequisites or advanced preparation is necessary.

This course is an overview of accounting ethics issues facing higher education and will focus on managing these issues for customers as well as faculty and staff leaders.

After completing this course, you will be able to:

  • Acquire knowledge about the legal and regulatory changes affecting higher education and how to best prepare your campus.
  • Identify accounting ethics issues within your organization.

Human Resource Updates for Higher Education

Cyndi Mergele

Program Level: Basic

No prerequisites or advanced preparation is necessary.

The human resources environment is never static. Almost every day executives are challenged with new updates and changes in employment laws and regulations. In addition, you are also faced with various circumstances with employees or crises in the workplace. This course will focus on the latest developments in employment law and regulation and how to address those urgent situations as they arise.

After completing this course, you will be able to:

  • Enhance your understanding of recent developments in employment laws and regulations.

2018 Annual Colleges and Universities Tax Update

Lynne Johnson

Program Level: Basic

No prerequisites or advanced preparation is necessary.

Now that the Tax Cuts and Jobs Act has been signed into law, exempt organizations face many potential changes to their tax positions. The changes have continued with additional updates in subsequent legislation, leading many exempt organizations to have many questions around the effects that lie ahead for their organization. Join us for an informative session where we will review the key provisions of the new legislation and what it could mean for your exempt organization.

After completing this course, you will be able to:

  • Identify key tax planning considerations for tax-exempt organizations.
  • Discuss key tax provisions included in the recently passed Tax Cuts and Jobs Act and how they may affect education institutions.

Managing Compliance Reporting with Efficiency and Strong Governance

Steve Mermelstein

Program Level: Basic

No prerequisites or advanced preparation is necessary.

Colleges and universities spend significant effort collecting, massaging, and monitoring data to provide a myriad of compliance reports to federal and state governments, accrediting entities and other bodies. Failure to provide accurate and timely information can have significant consequences. In this session, you will learn about leading practices in data governance and compliance reporting to help mitigate risks and improve overall reporting processes.

After completing this course, you will be able to:

  • Explain key challenges and risks associated with managing critical but often loosely integrated data.
  • Identify methods to reduce inconsistency in data definitions and redundancy in effort.
  • Discuss leading practices for managing and governing data more effectively to enable more accurate and timely reporting.

Accounting Updates for Independent Colleges and Universities

Michael Botzis

Program Level: Basic

No prerequisites or advanced preparation is necessary.

There are a number of significant changes on the horizon for accounting in nonprofit organizations. From the new financial statement presentation standards to revenue recognition to leases, your organization and staff should be taking steps now to build your understanding of what lies ahead in the not too distant future. This interactive session will focus on how these new standards could affect your institution and what you need to do now to prepare for implementation.

After completing this course, you will be able to:

  • Analyze recent accounting updates and develop an understanding of the potential effect on their nonprofit organization.