Home > Events and Programs > 2013 Intermediate Accounting and Reporting - October
2013 Intermediate Accounting and Reporting - October
October 28-29, 2013
The Sheraton Philadelphia Downtown
Philadelphia, PA
Overview
This program is a fantastic introduction for new professionals moving into higher education accounting as well as those individuals seeking to learn more about other areas of accounting. This accounting and financial reporting workshop covers net asset classes, restrictions, endowments, investment pool utilization, split interest agreements, capital assets, debt, and operating activities.
Attendees receive a thorough explanation of Financial Accounting Standards Board (FASB) and Governmental Accounting Standards Board (GASB) standards relevant to higher education institutions. There is emphasis placed on preparing and understanding the financial statements, including hands-on exercises and sample statements for review. Cash flow statement sessions are held concurrently allowing the faculty to focus on the public and not-for-profit sectors of higher education reporting.
Who Should Attend
- Accounting Department Staff
- Associate and Assistant Controllers
- Budget Directors
- Controllers
- Financial Reporting Managers
- Internal Auditors
What You'll Learn
- Knowledge to prepare the cash flow statement
- Industry guidance on endowment accounting and reporting
- Information on new issues and authoritative guidance
- An understanding of how operating issues affect the accounting environment
Prerequisites
No prerequisites and/or advance preparation required.
Course Level
Intermediate
Estimated CPEs
Participants will be awarded up to 13.5 CPE credits. CPE credits can be earned in the following categories:
Accounting, Accounting (Governmental)
Fees
Member Early Registration: $675.00
Non-Member Early Registration: $825.00
(Early bird ends 9/30/2013)
Monday, October 28
| 8:00 am | Registration & Continental Breakfast |
| 9:00 am | Financial Reporting for FASB Speaker(s):
Kim Kvaal, University of San Francisco
|
| 9:00 am | Financial Reporting for GASB Speaker(s):
Mary Fischer, University of Texas at Tyler
|
| 10:30 am | Refreshment Break |
| 10:45 am | Financial Reporting for FASB (continued) Speaker(s):
Kim Kvaal, University of San Francisco
|
| 10:45 am | Financial Reporting for GASB (continued) Speaker(s):
Mary Fischer, University of Texas at Tyler
|
| 12:15 pm | Lunch |
| 1:15 pm | Cash Flows for FASB Speaker(s):
Kim Kvaal, University of San Francisco
|
| 1:15 pm | Cash Flows for GASB Speaker(s):
Mary Fischer, University of Texas at Tyler
|
| 2:30 pm | Refreshment Break |
| 2:45 pm | Current Operating Issues Speaker(s):
Jerry Farley, Washburn University
In this session you will learn about issues that affect both public and independent institutions. Topic examples include financial aid and scholarships, tuition discounts and allowances, compensated absences, pension and other post employment benefits, contributed services and property, releasing restrictions, and realized-unrealized gains and losses. |
| 4:45 pm | Questions and Answers |
| 5:30 pm | Networking Reception |
Tuesday, October 29
| 7:30 am | Continental Breakfast |
| 8:00 am | FASB Information Exchange Speaker(s):
Kim Kvaal, University of San Francisco
|
| 8:00 am | GASB Information Exchange Speaker(s):
Mary Fischer, University of Texas at Tyler
|
| 9:00 am | Break/Hotel Check-Out |
| 9:30 am | Accounting for Endowments, Annuity Funds, Split Interest Agreements, and Gifts Speaker(s):
Kim Kvaal, University of San Francisco
This session discusses endowments: their governing laws, fund types, accounting entries, and disclosure requirements. Accounting for annuities, split interest agreements, and investment pools are also presented. Using sample donor agreements, participants have an opportunity to discuss appropriate classification for the various gift instruments. |
| 12:00 pm | Lunch |
| 12:45 pm | Capital Issues Speaker(s):
Jerry Farley, Washburn University
You will explore the treatment of transactions related to capital projects. Discussions focus on gifts, depreciation, bond premiums and discounts, extinguishment of debt, capitalized interest, and capital leases. |
| 2:15 pm | Refreshment Break |
| 2:30 pm | Capital Issues (continued) Speaker(s):
Jerry Farley, Washburn University
|
| 3:45 pm | Questions and Closing |
| 4:00 pm | Program Adjourns |
Hotel
The Sheraton Philadelphia Downtown
Just two blocks from the Pennsylvania Convention Center, and in walking distance of Love Park, the Franklin Institute and the Philadelphia Museum of Art, Sheraton Philadelphia Downtown Hotel is surrounded by the city’s cultural and corporate headquarters.
Splash around in our indoor pool, rejuvenate with a workout at our fitness center, or lounge on our spacious sun deck. Unwind in one of our newly renovated 757 guest rooms, conduct business with a Wireless High Speed Internet connection, or relax in the famously comfortable Sheraton Sweet Sleeper™ Bed, and order dinner in.
Visit the The Sheraton Philadelphia Downtown website
for details, including restaurants, amenities, and nearby attractions.
Room Rate
Single:
$169.00
Double:
$169.00
For reservations, call 215.448.2000.
Rates are guaranteed until 9/30/2013, subject to availability.
Please review our registration policies.
Please Note: NACUBO professional development programs are often sell-outs. Please secure air and hotel reservations only after confirmation of registration.
Speakers
Jerry B. Farley
President
Washburn University
Mary L. Fischer
Professor of Accounting
University of Texas at Tyler
Kim Kvaal
Associate Vice President for Business & Finance
University of San Francisco
Program Overview
2013 Intermediate Accounting and Reporting - October
October 28-29, 2013
Fees (Early bird ends 9/30/2013)
- Member Early Registration: $675.00
- Non-Member Early Registration: $825.00
Estimated CPEs:13.5
Payment Options
For online registration NACUBO only accepts Visa, Mastercard, American Express, and Diners Club
To pay by check or purchase order
please use our
mail-in registration forms
For further assistance contact
Customer Support:
1.800.462.4916
Registration Policy
Cancellation Policy
CPE Information
NACUBO 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.learningmarket.org.
