Speaking Engagement

SACUBO 2023 Fall Workshop

calendar icon November 1, 2023 - November 2, 2023

Attending a SACUBO Fall Workshop is a great way to network with colleagues, share best practices, learn from the experts, and earn continuing professional education credits – all while having a great time. This year’s program will feature nationally recognized speakers and subject-matter experts on a variety of topics of importance to higher education business professionals. We hope to see you in November!

FASB A&A Update for Private Institutions

Date: Wednesday, November 1, 2023 from 4:10 – 5:00 PM
This session will provide you with an update on the latest development of new and proposed accounting standards issued by the Financial Accounting Standards Board (FASB) that impact private higher educational institutions and related foundations.


Matthew Socha, CPA | Partner, Not-for-Profit Industry Practice Leader, Cherry Bekaert

Turning the Page to GASB 100 and GASB 101 – What do we have to implement now?

Date: Thursday, November 2, 2023 from 9:50 – 10:40 AM
Governmental organizations have been kept quite busy these past couple of years with GASB 87, Leases and GASB 96, Subscription-Based IT Arrangements. This session will look forward at two more narrow-scoped, but still very important, pronouncements. We will look at how GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences, are going to impact your government’s accounting and financial reporting and when you will need to implement. We will go over specific examples.


Danny Martinez, CPA, CGFM | Managing Director, Government & Public Sector Accounting Advisory Lead, Cherry Bekaert

2023 Uniform Grant Guidance Update and Compliance Reminders, Trends & Issues

Date: Thursday, November 2, 2023 from 10:50 – 11:40 AM

Institutions that received Federal awards subject to single audit will need to understand the various changes to ensure proper compliance with new 2023 Compliance Supplement. Additional information will be presented on higher education specific programs subject to single audit. This session will also provide a discussion on various compliance reminders, trends and common issues.


Brian Liffick, CPA | Partner, Assurance Services, Cherry Bekaert

Unrelated Business Income in the Higher Ed Landscape

Date: Thursday, November 2, 2023 from 1:10 – 2:00 PM

Higher education institutions are increasingly diversifying their revenue sources in order to keep tuition rates competitive. However, they must consider modifications and exclusions that determine whether revenue is treated as taxable unrelated business income (“UBTI”). Through proper planning, institutions may be able to anticipate and mitigate the impact of UBTI on their bottom line and exempt status. In this session, we will discuss common sources of UBTI for higher education institutions as well as opportunities to reduce or eliminate UBTI through proper planning or structural considerations.


Paula Wendling, CPA | Director, Nonprofit Tax Services, Cherry Bekaert

Current GASB Projects and Potential Impacts on Higher Ed

Date: Thursday, November 2, 2023 from 2:10 – 3:00 PM

This session will provide an update on the current status of GASB projects which include Financial Reporting Model, Revenue and Expense Recognition, Certain Risk Disclosures, Going Concern Uncertainties and Severe Financial Stress, Classification of Nonfinancial Assets, and Infrastructure Assets. This session will also highlight the potential impacts that those projects may have on public institutions of higher education.


Scott Anderson, CPA | Director, Government & Public Sector, Cherry Bekaert