Marcum’s Governmental Accounting & Reporting Training Course

  • May 9-23, 2024
  • The Verve Hotel
    1360 Worcester Street
    Natick, MA 01760

Overview

We are pleased to provide the Marcum LLP governmental accounting and reporting training under the revised Uniform Municipal Accounting System. For over 30 years, we have conducted this easy-to-understand seminar on an annual basis while attracting Town Accountants/City Auditors and other related Town employees.

This 3-day seminar is designed for the Town Accountant/City Auditor (or Assistant) who wish to have a more comprehensive training in this complex accounting subject matter. The content is also beneficial for others who work in, or with, the accounting department of a municipality.

This is a three day seminar on the following dates:
Thursday, May 9
Thursday, May 16
Thursday, May 23

Registration deadline: Friday, April 19th

Presenters

Frank Serreti, Partner, Assurance Services – Marcum LLP
Zackary Fentross, Director, Assurance Services – Marcum LLP

Course Outline

Overview of Revised UMAS
Fund Accounting

When or when not to establish a new fund

Chart of Accounts

An analysis of each account and how they relate to accounts under the UMAS accounting system

Accounting Systems and Entries

Recording receipts, warrants, commitments, abatements, refunds, overlay, etc.

Budget Preparation and Entries

How to book the budget and the tax recap
How to make transfer entries

Reconciling Procedures and Internal Controls

Accounting controls and assuring accuracy in records

Statutory Responsibilities

Authority for appropriating and spending municipal funds
Education reform requirements

Reporting Requirements

Schedule A, Balance Sheets, Annual Audit

Current Topics

We will also cover current topics including GASB 87 (leases), GASB 67/68 (pension), GASB 74/75 (OPEB), and the Municipal Modernization Act.

CPE

Program Description Marcum’s Governmental Accounting & Reporting Training Course
Important Notice Regarding CPE:
Learning Objectives At the end of this session, participants will be able to apply techniques and accounting skills obtained in the governmental accounting and reporting course to their daily work.
Instruction Delivery Method Group Live
Recommended CPE Credit 7 Credits/Day, 21 Credits for Course
Recommended Field of Study Accounting (Governmental)
Prerequisites None
Program Level Overview
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

Marcum LLP 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.
Next Steps Registration Closed Ask a Question Call 603.484.6874
Next Steps