Are you registered for the Annual Update?

This year we have a bigger and better experience for you: in addition to sharing the latest GASB updates with you, we’ve added two sessions of discussion and training dedicated to your ERP implementation.

Here’s the lineup of the day’s content:

GASB: What’s changed?

GASB update

High-level discussion about the latest GASB pronouncements effective this year and over the next three years that will have significant impact on your organization.

GASB 87 Lease Updates

Review of the GASB 87 Lease Update accounting changes you will need to know, including:

  • Does it apply to me?
  • If yes, what exactly does it cover?
  • How do you account for it?
  • How do you disclose it in your financial statements?
  • What's different than how you did it before?

Enterprise Resource Planning (ERP): Implementation & Best Practices

ERP Panel discussion

Government agency finance professionals share their experiences and walk you through the process of selection and implementation:

  • How they chose their vendor
  • Challenges they experienced along the way
  • “What I wished I'd known before”
  • What worked (and what didn’t)

Panelists are at different stages of the process, so you’ll get the benefit of their insight - from start to finish.

ERP best practices

LSL team builds upon the panel discussion and dives in more, sharing:

  • Best practices for set up and use from an accounting and auditing perspective
  • Emerging trends in technology and the latest ERP systems

 

Agenda

Morning Session

8:15 – 8:45 a.m. – Registration

8:45 – 9:00 a.m. Welcome by Rich Kikuchi, Managing Partner, LSL CPAs

9:00- 10:00 a.m. GASB Update presented by Debbie Harper, CPA & Ryan Domino, CPA (Southern California), Debbie Harper, CPA & Brandon Young, CPA (Northern California)

10:00-11:00 a.m. GASB 87 Lease Accounting presented by Debbie Harper, CPA, LSL CPAs

11:00 – 11:15 a.m. – Break

11:15 – 11:30 a.m. – Raffle

11:30 a.m. – 12:30 p.m. ERP Implementation Panel Discussion Moderated by Bryan Gruber, CPA and Kirk Hamblin, CPA, LSL CPAs

12:30 p.m. – 1:45 p.m. – Lunch

Afternoon Session

1:45 p.m. – 2:00 p.m. – Raffle

2:00 p.m.– 3:00 p.m. – ERP Best Practices Presentation presented by Bryan Gruber, CPA and Kirk Hamblin, CPA

3:00 p.m. – 3:15 p.m. – Closing by Rich Kikuchi, CPA, Managing Partner, LSL CPAs

Dates and Locations

Southern California

Location:

May 14, 2019

Embassy Suites Brea
900 East Birch Street
Brea, CA 92821
Google Map Link

Northern California

Location:

May 16, 2019

Embassy Suites Walnut Creek
1345 Treat Boulevard
Walnut Creek, CA 94597
Google Map Link

Cost

$95 per person. Includes continental breakfast, lunch and snacks.

Southern California

Register SoCal

Northern California

Register NorCal

Why this is a Must-Attend Event

  • Collaborative discussions and training from other agency finance professionals and municipal CPAs
  • Network with other municipal agency finance professionals
  • Cost effective training for you and your team
  • One day event: no need to travel far (you’ll be home in time for dinner!)
  • Earn 5 CPE credits

Meet Your Speakers

Debbie Harper, CPA, Partner

Debbie Harper has a particular fondness for analyzing financial reports in local government — and still keeps her sense of humor. It’s more than just a job, performing audits of municipalities in California. She is the primary quality control reviewer for the government services team.

On a personal note: Talk to her about your travel adventures or catching the last LA Kings hockey game.

Bryan Gruber, Partner

Bryan Gruber, CPA, Partner

Triathlete accountant? That’s not a phrase you typically hear, but it’s one way Bryan can personally promote his three-tiered approach with municipal clients. Bryan oversees our municipal practice group and leads financial and internal audits where he works directly with government finance directors and board members.

On a personal note: Happily married with four amazing children who are outdoors together as much as possible.

Brandon Young, CPA, Senior Manager

Brandon oversees engagements for municipalities in California and uncovers new ways to them. Since being an All-American baseball player in college, Brandon has always been a team player and often finds himself coaching new employees and clients as they tackle technical matters. Give him a challenge and he will find a solution. Ask him a question that is complex, and he will provide an answer that is easy to understand.

On a personal note: He played baseball through college and was named an NAIA Capital One Academic All-American® in 2012. And, he is a die-hard Los Angeles Kings and Denver Broncos fan.

Ryan Domino, CPA, Manager

As an assurance manager, Ryan leads audit engagements, completes technical reviews of financial statements and reviews audit files for municipalities, water districts and fire authorities. He is also involved in training new staff members. He acts as a mentor and resource to both his clients and his team. In most recent news, he can now add ‘Dad’ to his resume.

On a personal note: He trains and competes in Spartan Race and Tough Mudder obstacle races when he’s not playing golf or remodeling the home that he and his wife, Rachel, bought in 2016.

Kirk Hamblin, CPA, Manager

Kirk sees the potential in every client, prospect and team member he meets. His perspective drives his approach to management and brings out the best in everyone on his team.

As an assurance manager, Kirk oversees municipal, water districts and special districts audits. This includes collaborating with clients to establish expectations and helping to ensure that his team is providing the best level of service. He also provides recommendations for improvements and best practices.

On a personal note: Kirk and his wife Brittany are parents to 3-year-old twins - boy and a girl.

Meet Your LSL Municipal Team

Rich Kikuchi, Partner

Rich Kikuchi, CPA, Managing Partner

Rich loves working with municipal clients and has a long history with them, overseeing audits and strategic consulting to various entities, including cities and special districts. His favorite clients call him with financial or operational questions to support their long-term strategic planning.

On a personal note: Rich and his wife have traveled to Europe and enjoy playing golf together.

Ken Macias, CPA, Partner

Ken Macias, CPA, Partner

Ken brings his extensive knowledge of consulting and financial auditing services to our municipal clients and oversees our Sacramento office while continuing to have extensive relationships with many municipalities. He is a former member of the AICPA Board of Directors, and current member of the California Hispanic Chambers of Commerce.

On a personal note: Ken was the mastermind of the highly-successful ‘Boring Accountants’ campaign for his prior firm, MGO.

Frank North, Senior Manager

Frank North, CPA, Senior Manager

Frank has not stopped learning and teaching since he joined LSL CPAs as a staff auditor in 1994. Given that he now works mainly with municipalities and government entities, that’s saying a lot. But he enjoys the organization required to perform these audits while simultaneously mentoring audit team members to perform at their best. Frank also works with clients on financial reporting and accounting throughout the year.

On a personal note: Frank enjoys hiking, biking and backpacking. Ask him about his next planned trip!

Jocelyn Esparza, CPA, Manager

Jocelyn Esparza, CPA, Manager

Jocelyn’s passion for municipalities shines through in the relationships she has built with clients and professionals in the industry. In addition to her Bachelor of Arts in Accounting, her dual degree in Information System and Decision Sciences gives her the ability to adapt quickly to the ever-evolving auditing technology. Jocelyn’s positivity radiates when talking with clients whether it is about their project or discussing plans for the weekend.

On a personal note: As a new Sacramento resident, Jocelyn is eager to explore the surrounding cities and landscapes Northern California has to offer.

Register Now

Southern California

Register SoCal

Northern California

Register NorCal

Questions?

We’re here to help.

Contact Cami Jacob – [email protected]