2023 Fall Conference Videos
October 25, 2023
October 26, 2023
October 27, 2023
2023 Summer Auditors' Conference Video Presentations
Budget Preparation Strategies
by: Paige E. Sansone, CPA
Barkertilly Municipal Advisors
Insurance Risk Assessment
by: Brian Brees
WalkerHughes Insurance
Indiana Archives and Records Administration
by: Amy Christiansen
Indiana Archives and Records Administration
Indiana Public Access
by: Luke Britt
Indiana Public Access Counselor
County Auditors and Benefits
by: Bill Sylvester
Apex Benefits
2023 AIC Session Wrapup
by: Ryan Hoff
Association of Indiana Counties
Human Resources
by: Scott Lage
Bliss McKnight
Jail Construction
by: Oscar Gutierrez
Bondry Consulting
2021 Conference Videos
Fall Conference, Oct. 2021
Settlement: Kim Diller, Jane Cope, Auditor of State's Office
Supplemental AFR: Lori Rogers, State Board of Accounts
Data Security and Privacy Practices: Jillean Battle, Office of Attorney General
Rural Transit Programs: Todd Jennings, Indiana Department of Transportation
Operating During a Pandemic: Lori Rogers, SBOA (group discussion)
American Rescue Plan and CARES funds: Ricci Hofherr, State Board of Accounts
IV-D Reporting Updates: Joe Jean, John Mallers, Department of Child Services
Internal Controls: Ricci Hofherr, SBOA
Assessment 101: Barry Wood, Department of Local Government Finance
Enhanced Regulatory: Lori Rogers, SBOA
MVH Audit Guidance: Ricci Hofherr, SBOA
Credit Cards: Lori Rogers, SBOA
2021 North-South Conference, July 13 and July 15
Communication between County Highway Departments and Auditors (South conference)
Human Resources (South conference)
American Rescue Plan Act (South conference)
Excel Tips (North conference)
Human Resources (North conference)
Auditors' Association Legislative Priorities (North conference)
2020 Conference Videos
The following links will take you to the State Board of Accounts' You Tube channel, where you will be able to select the sessions provided at the spring and fall, 2020 conferences. At both, the SBOA sessions were conducted virtually. The topics at each conference are listed under the links.
Welcome comments
Settlement, Advances, and Abstract
The Public Side of Gateway
MVH Funds
Accounting for FEMA and CARES Act Federal Grants
CARES Act Q&A
Remote Auditing, Gateway Uploads, and Direct Requests
Capitalization Policies
Election Payroll
Delay of Enhanced Regulatory
Miscellaneous
Welcome comments
Emergency Plans COVID-19
New Audit Environment
Findings and Correction Action Plans
Form 4B Update
Settlement
Annual Financial Report
New Legislation
Miscellaneous
- Education Session: 1782 Notices: Paige Sansone, BakerTilly
- Education Session: Budget Process, Hendricks County Auditor Nancy Marsh and Tippecanoe County Auditor Bob Plantenga
- Miscellaneous Topics: Fred Van Dorp, DLGF Budget Director
- GAAP: Lori Rogers, State Board of Accounts Director of County Services
- LIT PTR: Janie Cope, Auditor of State's Office
- Miscellaneous Topics: Dan Shackle, DLGF General Counsel
- New Legislation: Lori Rogers, State Board of Accounts
- Tourism Financial Activity: Stephanie Heath, State Board of Accounts
- Settlement Overview: Bob Reynolds, Auditor of State's Office
- Purpose of Audits, Repeat Audit Findings: Lori Rogers, State Board of Accounts
- New Legislation Part 2: Lori Rogers, SBOA and Dan Shackle, DLGF
- Record Retention: Chandler Lighty, Director Indiana Archives and Records Administration
- AFR and Audit Forms: Lori Rogers, SBOA
- Q &A: Lori Rogers, State Board of Accounts Director of County Services
2018 Fall Conference Videos
- Education Session: AIC Conflict Resolution, Part I
- Education Session: AIC Conflict Resolution, Part II
- Indiana Auditor of State Tera Klutz
- Indiana Department of Government Finance Commissioner Wes Bennett
- Payroll vs. Independent Contractor: James Driver, IRS FSLG Specialist
- Settlement Update: Bob Reynolds, Local Government Division Director Auditor of State
- Capital Assets: Mike Nielsen, Government Fixed Asset Services, Inc.
- Excise Taxes: Bob Reynolds, Local Government Division Director Auditor of State
- GAAP Financial Statements: Joseph Evans, RSM US LLP
- Gateway Abstract: Matt Parkinson, DLGF Deputy Commissioner
- CNAVs: Fred VanDorp, DLGF Budget Director
- TIF Funds: Lisa Lee, Ice Miller, Legal Counsel
- Appropriations: Lori Rogers, State Board of Accounts Director of County Services
- Property Tax Relief Workbook: Bob Reynolds, Local Government Division Director Auditor of State
- Repeat Findings: Stephanie Heath, State Board of Accounts, Director of County Services
- Q & A with Lori Rogers, State Board of Accounts
2018 Spring Conference Videos
- Indiana Auditor of State Tera Klutz
- New Legislation and Deductions and Exemptions: Dan Shackle, DLGF General Counsel
- Budgets/Max Levy Calculation: Fred Van Dorp, DLGF Budget Director
- Local Income Tax Ordinances: Matthew Parkinson, DLGF Deputy Commissioner and Chief of Staff
- Gateway Abstract: Matthew Parkinson, DLGF Deputy Commissioner and Chief of Staff
- Special Investigations: Dan Gerlach, SBOA Forensic Audit Investigator In Charge
- New Legislation: Lori Rogers, SBOA CFE Director of County Services
- Settlement: Bob Reynolds, Auditor of State Local Government Division Director
- Cost Allocation for Title IV-D Programs: John Mallers, DCS Assistant Deputy Director Financial Quality Assurance
- Repeat Findings and Corrective Action Plans: Lori Rogers, SBOA CFE Director of County Services
- Procurement and Procurement Policy/Federal Grants Update: Stephanie Heath, SBOA CFE Director of County Services
- Highway Annual Operational Report: Stephanie Heath, SBOA CFE Director of County Services
- Q & A with Lori Rogers, SBOA CFE Director of County Services
- Part II, Lori Rogers, SBOA CFE Director of County Services
- Receipting Process: Stephanie Heath, SBOA CFE Director of County Services
2017 Fall Conference Videos
- Education Session: Internal Control
- Settlement and Updates/Business Personal Property Tax Exemption and Local Service Fee: Tera Klutz, Auditor of State
- Settlement and Updates: Courtney Everett, Deputy Auditor of Accounting & Finance, AOS
- INPRS: Kevin Marshall, INPRS Retirement Services Consultant
- Special Investigations: Mark Mahon, SBOA Director of Special Investigations
- Veterans Deductions and Excise Tax (BMV): Tamytha Cooper, BMV Reconciliation Manager and Betsy Manikis, Director of Resolutions
- HEA 1031 and "Finding Resolutions": W. Tyler Michael, SBOA Director of Communications
- State Taxes and Updates: Adam Krupp, DOR Commissioner
- State Taxes and Updates: Darlie Genrich, DOR Supervisor, Customer Service Contact
- Chart of Accounts and Home-Ruled Funds: Lori Rogers, SBOA Director of County Services
- Human Resource Issues: Mitch Ripley, HR Unlimited Resources
- Miscellaneous--Form 17T, Proper Receipting, Community Crossings Grant, Community Corrections: Shannon Lopez, SBOA Director of County Services
- Deductions, Gateway Abstract, and Updates: Matt Parkinson, Deputy Commissioner, DLGF
- Q & A: Lori Rogers and Shannon Lopez, SBOA Directors of County Services
2017 Spring Conference Videos
- Education Committee presentation: Dan Bastin
- Education Committee panel discussion
- New Legislation: Courtney Schaafsma, DLGF Commissioner
- Budget Streamlining: Matthew Parkinson, DLGF Deputy Commissioner
- Abstract Review: John Etnier, Auditor of State Settlement Analyst
- IV-D Reporting: John Mallers, Department of Child Services
- Employment Issues: Rick Ruble, Ind Dept of Labor Commissioner
- June Settlement: John Etnier, Auditor of State Settlement Analyst
- New Legislation: Lori Rogers, SBOA Director of County Services
- Abatements: Steve McKinney, DLGF Assessor-Auditor
- Q & A: Lori Rogers, SBOA Director of County Services
2016 Fall Conference Videos
- Community Corrections Grant: Lucas Karr, Lori Rogers
- Fair Labor Standards Act: Kent Irwin
- Settlement Preparation, 2017 Abstract Preparation
- Chart of Accounts: Lori Rogers
- E-1 Reporting Requirements: Leann Tinsley
- Deductions: Mike Duffy
- Annuity Savings Account, INPRS: Lisa Anderson
- Deferred Compensation Plans: Marilyn Collister
- Local Income Tax, Part I: Courtney Schaafsma
- Local Income Tax, Part II: Fred Van Dorp
- Local Income Tax, Part III: Lori Rogers
- Uniform Guidance: Shannon Lopez
- Q&A: Lori Rogers and Shannon Lopez
2016 Spring Conference Videos
- Budget Streamlining: Matthew Parkinson
- New Legislation: Mike Duffey
- Abatements: Steve McKinney
- Gateway Updates & DECAF: Geoff Kuester
- New Legislation: Lori Rogers
- Spring Settlement: Fred VanDorp
- Materiality Policy: Shannon Lopez
- Chart of Accounts: Lori Rogers
- Payroll and Internal Controls: Shannon Lopez
- Q&A: Shannon Lopez
2015 Fall Conference Videos
- INPERS
- IAC
- IAC 2015
- INDOT
- Public Records
- Matt Parkinson
- Debbie Gibson
- Drains
- Dan Jones
- Andres Shank
- Mike Duffy
- Q & A
- Travel Reimbursement
- Title V-I D
- Susan Clark – Budgeting and Protected Taxes
- Mike Duffy
- McGladrey GASB68
- Matt Parkinson Gateway
- Debbie Gibson SBOA
- Courtney Schaafsma DLGF
- State Auditor’s Office
- Q & A
- Dan Bastin – BMV Reports
- Larry DeBoer Personal – Property Elimination
- Fred Van Dorp and Ryan Petter – December Settlement
- Mike Duffy – Excise Taxes
- Luke Britt – Public Records
- Steve McKinney – Tax Abatements
- Matt Parkinson – Computer Standards
- Emma Kottlowski – SRF Loan Program
- Lori Rogers – State Revolving Fund Loan Program
- Katie Dixon – Department of Labor Wage and Hourly Division
- Debbie Gibson – Public Purchase/Public Works
- Tuesday Training Seminar Part 1 of 2
- Tuesday Training Seminar Part 2 of 2
- Susan Crouch – State Auditor
- Paul Joyce – State Board of Accounts
- Q&A 2014 Fall Auditors Conference
- Fall Conference Materials
- Go to meeting materials on left for information.
2013 Fall Conference
- Protected and Unprotected Taxes with DLGF
- Tuesday Workshop Part 1
- Tuesday Workshop Part 2
- Supplemental AFR
- Property Tax Exemptions
- Excise Tax Cut Replacement
- Circuit Breaker Protected and Unprotected Taxes
- Drug Free Community Fund
- Deductions and Exemptions
- Circuit Breaker Credit
- Effects of Tax Levy on Loit
- Grants
- Q and A
- Title IV-D
- Loit Accounting
- FIT
- December Settlement Overview
- Abstract
SBOA Answers from Conference
SPRING 2013 AUDITOR’S CONFERENCE
VIDEOS
- BUDGET WORKSHOP
- EXCISE RECONCILLIATION
- TITLE IV-D EXPENDITURES
- NEW LEGISLATION
- LIFE AFTER THE PINK FORMS
- HOMESTEAD DATA
- JUNE SETTLEMENT
- FTP SITE
- SALARY ORDINANCE
- REFUND AND 17T
- MEETINGS AND MINUTES
- NEW LEGISLATION DEBBIE GIBSON
- TIM BEERY
- ERM
- COUNTY ELECTED OFFICIALS TRAINING FUND
- PROTECTED AND UNPROTECTED TAXES
- DLGF GATEWAY
- Q & A
- Budget Presentation
- Excel Format
- Form 1 PDF
- Form 2 PDF
- Form 3 PDF
- Form 4A PDF
- Form 4B PDF
- Form 4B Line 2 PDF
STATE BOARD AGENDA PRESENTATIONS
FALL AUDITOR’S CONFERENCE
- Tim Berry State Auditor
- December Settlement Topics
- Reporting 100r’s
- Protected vs. Unprotected Taxes
- Local Tax Working Group
- Travel
- ERM
- Deposits and Distribution of Court Costs
- Ineligible Homestead Deductions
- Fringe Benifits
- Grant Accountability
- Q & A
- 1% Homestead – Cindy Land
- Possible Changes to Tax Sales – Cindy Land
- New Fee for PTABOA Cancellation – Stacey O’Day
- Duplicate Homesteads – Penny Lukenbill
- Proposed New Timeline – Sue Ann Mitchell
- Training Fund – Andrew Berger
- Debbie Gibson SBoA on New Legislation
- Prof. DeBoer Presentation on LOIT
- Dan Jones DLGF
- Sheriff Pensions
- Side by Side Comparison of Sheriff Pension and PERF
Q & A SESSION
VIDEO’S
- Pre-Conference Budget Training Courtney Schaafsma – DLGF Part #1
- Pre-Conference Budget Training Courtney Schaafsma – DLGF Part #2
- Tammy White – Chart of Accounts
- Paul Joyce-State Examiner SBOA
- Cynthia Longest-Title IV-D Child Support Enforcement
- David Bottorff-Executive Director AIC
- Andrew Berger (AIC)-Auditor Training
- Mike Duffy-Life after the Pink Form
- Brian Bailey-New Legislation DLGF
- Debbie Gibson-Grant Accountability SBOA
- Cathy Wolter-Handling Public Buildings
- Barry Ritter-E-911
- Tammy White-Claims Processing SBOA
- Debbie Gibson-New Legislation SBOA
- Brenda Alyea-June Settlement
- Joe Hoage-Public Access to Records and Meetings
- Dan Bastin-Late Payment Penalties
- Tim Beery Retirement Plans
- Q & A Session