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2021 Professional Development Day

November 12, 2021 @ 8:00 am - 4:00 pm


Schedule of Events

[offering 6 hours of CPE credits]

8:00 a.m. – 8:45 a.m.
Registration/Continental Breakfast

8:45 a.m. – 10:25 a.m.
Grants, Grants & More Grants”

Presented by: Christine Torres, Audit Partner and Pete Ugo, Audit Partner with Crowe

This session will cover some of the specifics of the HEERF grants as well as the CRF funding.  We will incorporate some questions on allowability of certain items and examples to walk through some common questions.  Finally, we will address some revenue recognition questions, with an example, lost revenue recording and how to present on your SEFA.

[Offering 2 hours of CPE credit] 

10:25 a.m. – 11:00 a.m.
Refreshments Break

11:00 a.m. – 11:50 a.m.
Being Proactive in Implementing Best Practices for Your 403(b) Retirement Plans”

Presented by: Peter Kaplan, President and Brian Petros, Chief Executive Officer with PK Financial Group

This session is designed to help you create a systematic process to implement and document best practices. You will learn about a unique approach to make sure that you are acting in a prudent manner, as a fiduciary for your Retirement Plan, and providing your participants with the best opportunities to create a secure and successful retirement outcome.

[Offering 1 hour of CPE credit]

12:00 p.m. – 1:00 p.m.

1:00 p.m. – 1:50 p.m.
“Tax Update

Presented by: Aaron Hershberger, Director and Lauren Denton, Director with BKD

[Offering 1 hour of CPE credit]

1:50 p.m. – 2:00 p.m.
Refreshments Break

2:00 p.m. – 2:50 p.m.
GLBA Information Security compliance Requirements in Higher Education”

Presented by: Johnny Sanders, Senior Managing Consultant with BKD

[Offering 1 hour of CPE credit]

2:50 p.m. – 3:00 p.m.
Refreshments Break

3:00 p.m. – 4:00 p.m.
Roundtable Discussion on Hot Topics

Moderated by Derrick Antwi, OACUBO President, Capital University, and Janet Edwards, OACUBO Vice President, Ashland University

[Offering 1 hour of CPE credit]


November 12, 2021
8:00 am - 4:00 pm


Nationwide Hotel and Conference Center
100 Green Meadows Drive South
Lewis Center, OH 43035 United States
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