Top Financial Mistakes & Control Deficiencies: Prevention and Solutions

January 30, 2025, 3:00 PM - 4:00 PM ET | Webinar

Learn the most common financial reporting mistakes and control deficiencies faced by independent schools. Gain insights into identifying, preventing and correcting these errors to enhance your school’s financial health and operational efficiency. With real-world examples and practical advice, these takeaways are a must for any school looking to strengthen its financial practices.

Learning Objectives:

Identify the top 10 most common financial reporting mistakes and control deficiencies in independent schools.
Learn effective strategies to prevent and correct these mistakes, enhancing the school's financial integrity.
Understand the importance of strong financial controls and accurate reporting in maintaining operational efficiency and compliance.

Pricing

Members: Free
Nonmembers: $125.00

Credit Information

CPE Credit

Field of Study: Accounting
Delivery Method: Group Internet Based
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 1.2

HRCI Credit

Recommended HRCI Credits: 1.0
HRCI Category: HR (Business)

SHRM Credit

SHRM PDC Credit: 1.0
SHRM BoCK: Business Acumen

Presenters

Kathy Ferguson, CPA

Partner

Armanino, LLP

Kathy Ferguson is a partner at Armanino, a top 20 CPA firm that has a national presence in the independent school space. With a background in the education industry, Kathy brings valuable insights into the day-to-day operations of both public and private schools. She co-leads Armanino’s national private school practice, allowing her to share her knowledge and expertise with the firm’s 250+ independent school clients. She leads a phenomenal team of experts focused on being trusted advisors for nonprofit clients as they seek excellence in financial reporting and maintaining a sound internal control environment. She also dedicates her time and attention to leaning into nonprofit and private school business officers through various speaking roles at local, regional and national conferences on topics that include current and upcoming accounting guidance as well as best practices and innovative solutions.

Bryan Vencill

Partner

Armanino LLP

Bryan Vencill has more than 10 years of public accounting experience. He focuses on serving real estate funds and private education clients, providing assurance and advisory services to private equity debt funds, mortgage real estate investment trusts and K-12 private schools around the country. He has extensive experience in value-added initiatives, including industry best practices, industry leading KPIs and peer-to-peer benchmarking.

CPE Information
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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

SHRM Information
NBOA is recognized by SHRM to offer SHRM-CP or SHRM-SCP professional development credits (PDCs). Webinars that have met SHRM's criteria to be pre-approved for recertification credit will be noted above. For more information about certification or recertification, please visit www.shrmcertification.org.

HRCI Information
NBOA is a recognized provider of recertification credits. Webinars that have met the HR Certification Institute's criteria to be pre-approved for credit towards aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification will be noted above.