Higher Education Virtual Town Hall

Presented on:
March 25, 2021 11:00 AM PST
Duration:
1 hour
Location:
Online

Join us for our higher education virtual town hall—an information exchange for accounting and finance leaders of higher education institutions. This is a great opportunity to stay updated on industry changes in the current environment while connecting with peers.

During this on-demand event, we’ll answer questions related to:

  • The Coronavirus Response and Relief Supplemental Appropriations Act (CRRSAA) and the   Higher Education Emergency Relief Fund (HEERF) II
  • CRRSAA tax impacts
  • Financial ratio responsibility reporting
  • Potential changes to the 2021 Office of Management and Budget (OMB) Compliance Supplement
  • COVID-19-related lessons learned and steps for post-pandemic recovery
Register

Speakers

Melissa Harman, CPA, Partner, National Practice Leader, Higher Education, Moss Adams

Melissa has practiced public accounting since 1998 and provides professional services to a wide variety of not-for-profit clients, primarily institutions of higher education, associations, and foundations. Along with providing accounting and consulting services, Melissa conducts a wide variety of audits, including federal compliance audits.

Laura Roos, CPA, Partner, Moss Adams

Laura has worked in public accounting since 1991 and serves a variety of not-for-profits, including universities, research organizations, foundations, and social service organizations. She has significant experience conducting audits in accordance with Government Auditing Standards and the Single Audit Act. She provides training on accounting and auditing topics for Moss Adams professionals as well as clients and industry organizations.

Tammy Erickson, CPA, PMP, Partner, Moss Adams

Tammy has worked in public accounting since 1993 and leads the Washington region’s not-for-profit and government practices. She provides accounting, auditing, and consulting services to higher education, quasi-governmental, health care and other not-for-profit organizations, including employee benefit plans. Specifically, she coordinates and supervises audits, consults on internal controls, and provides continuing education classes for various organizations.

Matt Parsons, CPA, Partner, Moss Adams

Matt has practiced public accounting since 2005. He specializes in serving various sectors within the not-for-profit and government industries. His clients include higher education institutions, foundations, childcare development agencies, associations, hospitals, health clinics, health plans, and municipal entities. He also serves life science companies that receive grants and require compliance audits or consulting over control processes in administering awards.

Lauren Haverlock, CPA, Senior Manager, Moss Adams

Lauren has practiced public accounting since 2004. She provides compliance and consulting services for all types of exempt organizations, including public charities in the health care and higher education industries. Lauren consults on a wide range of issues including public support planning, reasonable compensation best practices, tax impact of alternative investments, lobbying and political activities, unrelated business income tax planning, foreign activities, charity watchdog optimization, and tax-exempt bond compliance.

Matthew Dinsdale, CPA, Senior Manager, Moss Adams

Matthew has practiced public accounting since 2008. He specializes in providing assurance services to not-for-profit organizations, foundations, universities, and research institutions.

Arthur Ngo, CPA, Senior Manager, Moss Adams

Arthur has practiced public accounting since 2007. He specializes in financial statement and performance audits, single audits, internal controls evaluations, and financial reporting for a variety of clients, including not-for-profit organizations, education agencies, and higher education institutions.

Registration Form

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