HEAF24: Behind the Numbers: Unveiling the Process of Chart of Accounts Governance
Recorded On: 04/29/2024
COA is the backbone of financial accounting, reporting, and organizational controls. In this session, the University of Iowa will share the application they developed to manage requests for new chartfields and accounts. The presenters will also share how this application integrates with other applications at the University and the importance and integration of roles in the COA governance process through this application. They’ll also share their methods for routing requests to the appropriate approval paths within the workflow to ensure proper oversight of general ledger accounts.
CPE Available: 1 Credit in Accounting
Each individual must register and attend separately to earn credit.
NACUBO 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
Event Information
- Level: Intermediate
- Prerequisites: Minimum 1-2 years of experience as a professional in higher education or a related private industry.
- Advanced Preparation: None
- Delivery Mode: Group internet based
- Field of Study: Accounting
- Length: 60 minutes
Steps to Earn CPE Credit
You can only earn credit for attending the session live. CPE credit cannot be earned for watching the recordings.
To earn CPE credit, you will complete the following tasks under the Content tab, after the session has ended:
- Pass the CPE codeword quiz. Write down the codewords posted in the Zoom chat at random times throughout the session and complete the quiz at the end of the session.
- Submit the CPE check-out code displayed at the end of the session.
- Download your CPE certificate.
You have until 5 pm Eastern Time on Wednesday, May 1 to complete these three steps or report technology issues with this site to online@nacubo.org.
For more detailed instructions, review the CPE Instructions page.
Tammy Buchmayer
Senior Business Analyst, Financial Systems
University of Iowa
Tammy Buchmayer is a senior business analyst for the financial systems team in accounting and financial reporting at the University of Iowa. Buchmayer has worked at the University of Iowa for 15 years. Prior to her current position, Buchmayer was responsible for bank reconciliations at the University of Iowa and has extensive experience in general accounting for the banking industry.
Buchmayer earned her AAS degree in accounting from Kirkwood Community College.
Carolyn Gritton
Assistant Director, Financial Systems
University of Iowa
Carolyn Gritton has worked for the University of Iowa for 35 years and is currently an assistant director for the financial systems team in accounting and financial reporting. Prior to her current position, Gritton was a project member for two general ledger implementations for the University of Iowa and has worked in the Controller's Office organization for the duration of her time at Iowa. Gritton began her career as an internal auditor for 3M Company.
Gritton holds a CPA license (inactive) in the state of Iowa and earned a BA in accounting degree.
Rachel McGuire
Assistant Vice President and University Controller
University of Iowa
Rachel McGuire is the assistant vice president and university controller at the University of Iowa. Prior to her current position, McGuire was the director of accounting and financial reporting for the University of Iowa Hospitals and Clinics (UIHC) and provided accounting and finance support to the healthcare leadership. McGuire spent most of her career in healthcare at UIHC and the Carver College of Medicine in several finance and accounting positions.
McGuire began her career in public accounting and holds a CPA license in the state of Iowa. She earned a BBA in accounting and finance and an MBA with a certificate in leadership from the University of Iowa.
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