Virtual Summit

Lease Summit — 'Tis the Season for GASB Compliance: Audit Strategies & Beyond

Thursday, December 12, 2024

1–3:30 P.M. ET

Subject
Accounting

Location
Online

CPE Credits
2.5

Join FinQuery’s virtual GASB Summit for a 2.5 CPE deep dive into mastering GASB 87 & 96. Hear from subject matter experts on proven audit strategies, essential transition steps for those not yet compliant with the standards (you’re late!), and the limitations of relying on spreadsheets for compliance. Gain the knowledge you need to navigate these complex accounting standards confidently and ensure a smooth audit process.

Expert Insights: Gain valuable insights from seasoned professionals who have successfully navigated GASB 87 and 96 audits with their clients.
Practical Strategies: Learn strategies for data collection, lease identification, and financial statement presentation.
Ensure a Smooth Audit: Understand the critical role of internal controls in ensuring compliance with GASB 87 & 96 and prepare for a smooth audit process.

Register for Free

Agenda

December 12, 2024, 1:00 – 3:30 PM ET

1–1:55 P.M. ET

Session 1

GASB 87 & 96 Audit Preparation Roundtable: Streamline Your Compliance Journey

SPEAKERS

Emily Fish, FinQuery

Ben Belk, FinQuery

Gerry Boaz, Eide Bailly LLP

Charles Raibley, Crowe

2:05–3 P.M ET

Session 2

GASB 96: SBITA Accounting for the Long Haul

SPEAKER

Abdi Ali
Sr. Technical Accounting Manager,
FinQuery

3:00–3:30 P.M. ET

Session 3

Real-world Lease Accounting Horror Stories

SPEAKER

Jonathan Grimes
Manager, Customer Support,
FinQuery

Presenters

Abdi Ali

Technical Accounting Consultant at FinQuery

Abdi Ali is an Accounting Manager at LeaseQuery. A former Grant Thornton audit associate, Abdi helps LeaseQuery’s customers understand and implement the new lease standards. While at Grant Thornton, he assisted in the audits of various publicly traded and privately held clients. He also has experience as a general ledger accountant. Prior to LeaseQuery, Abdi earned a Bachelor’s degree in Accounting followed by a Master’s degree in Professional Accountancy from Georgia State University’s Robinson College of Business.

Charles Raibley, CPA

Audit Sr. Manager, Crowe

Charles is a Senior Manager specializing in client relationships and audit engagements. With years of experience, he expertly manages projects from planning to the delivery of financial statements. Charles works with government agencies, non-profits, and financial institutions, with notable expertise in real estate audits in the San Francisco Bay Area. He also conducts training on US GAAP, GAAS, and GAGAS standards.

Emily Fish

FinQuery

Emily Fish spent seven years at Pier 1 Imports, excelling as Senior Manager of Lease Accounting and Audit. Leading new lease accounting software adoption and implementing Topic 842, she was recognized as a top expert. Now at FinQuery as Director of Product Accounting, Emily guides clients on technical accounting for software compliance and product feature enhancement.

Benjamin Belk, CPA

FinQuery

Benjamin joined our technical accounting team after working as a Senior Auditor at a major accounting firm, where he led the engagement team through SEC filings of quarterly/annual results and guided clients through the adoption of the new standards. He has a Bachelor’s degree in business administration-accounting from Appalachian State University and a Master’s degree in accounting from Wake Forest University.

Gerry Boaz, CPA

Eide Bailly LLP

Gerry, a Certified Public Accountant (CPA), Certified Government Financial Manager (CGFM), and Chartered Global Management Accountant (CGMA), recently joined Eide Bailly in May 2024 after a distinguished 30-year career with the Tennessee Comptroller of the Treasury. He brings extensive expertise in government accounting and auditing, having served as TN State Audit’s Technical Manager and a representative for the National Association of State Auditors, Comptrollers, and Treasurers (NASACT). His career is marked by significant contributions to professional organizations like the AICPA, NASACT, AGA, and GFOA, where he held numerous leadership positions and actively participated in committees shaping accounting and auditing standards. Gerry leverages his deep knowledge to assist Eide Bailly’s government clients with digital transformation, automation, and GASB statement implementations. Gerry holds a BA degree in accounting with a German minor from Murray State University (MSU) in Murray, KY.

Session 1

GASB 87 & 96 Audit Preparation Roundtable: Streamline Your Compliance Journey

Description

This roundtable discussion will provide practical insights, best practices, and strategies for navigating the challenges of GASB 87 & 96 compliance. Gain a comprehensive understanding of data collection, lease classification, internal controls, effective communication, and the latest industry trends. Leave equipped with the knowledge and tools to streamline your audit process and achieve successful outcomes.

Learning Objectives

Understand the key requirements of GASB 87 & 96 and its implications for lease accounting audits.

Learn best practices for data collection, lease classification, and internal controls.

Enhance your understanding of effective communication and documentation strategies for successful audits.

Gain insights into the latest industry trends and developments in GASB lease accounting.

Time

1:00-1:50 P.M. ET

Presenters

Karen Marchione

CMO
FinQuery

Gerry Boaz

CMO
CPA, CGFM, CGMA, Director of Government National Strategy, Government Advisory Services,
Eide Bailly LLP

Emily Fish

Director, Product Accounting
FinQuery

Ben Belk

GASB Lease Accounting Consultant
FinQuery

Additional Information

Program level: Basic
Prerequisites: None
Advance preparation: None
Delivery method: Online
Recommended CPE credit: 1
Field of study: Accounting

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