Upcoming PAISBOA Wednesday Webinars

Wednesday, March 13  12:30 p.m. EASTERN TIME

How to Get Ready for Your Next Audit

Please join us on Wednesday March 13 for the next installment of our Accounting Series featuring our partners at Armanino, when we present How to Get Ready for Your Next Audit. Now is a good time for private K-12 business officers and finance teams to take a look at how they’re preparing for their next financial statement audit. We'll discuss discuss audit best practices, from the technical know-how to the less tangible need to build relationships, as well as how to work most effectively with your audit team and ensure that your school is shown in the best light, from internal controls to journal entry adjustments.

We'll also:

  • Review best practices for communication strategies throughout the year
  • Discuss the most common internal control findings and adjustment journal entries found during the audit process
  • Understand how today’s best schools are avoiding common audit pitfalls

We are pleased to once again partner with Armanino, one of the top 25 largest independent accounting and business consulting firm in the United States.

Please note that the listed time on the registration form indicates 9:30 a.m. PACIFIC TIME. The webinar begins at 12:30 p.m. EASTERN TIME.

Non-Members: $25 per person


 Wednesday, March 27  10 a.m.

Debt Financing for Independent Schools 

Capital Financing / Debt Refinancing: Independent schools have many debt financing options available to them and in this session we will focus on three themes - determining debt capacity and why it is important, changes in the bank financing market and the pros and cons of credit ratings.  Please join us as we welcome Dan Froehlich and Joe Bosch of D.A. Davidson & Company, who will discuss the latest trends in debt financing for schools and the strategies that CFOs/Business Managers can use to prepare their schools for managing existing debt and financing new projects. Joe and Dan gave a fantastic presentation at last year's Annual Meeting, so don't miss this update!

This webinar is eligible for CPE Credit.

Learning Objective: Participants will gain a deeper understanding of how to determine debt capacity and why it is important, changes in the bank financing market, and the pros and cons of credit ratings.
Competency: Specialized Knowledge and Applications
Instructional Method: Group Study
Program Level: Basic
Prerequisites: None
Advanced Preparations: None
Recommended CPE Credits: 1in Specialized Knowledge and Applications

Non-Members: $25 per person