IAR25: External Reporting Requirements in Higher Education Part 1

IAR25: External Reporting Requirements in Higher Education Part 1

In addition to general purpose audited financial statements, presenters cover a myriad of additional external reporting from athletics through federal agency requirements.

CPE Available: 1.5 Credits in Accounting

Each individual must register and attend separately to earn credit.

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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: 75 minutes

Steps to Earn CPE Credit

To earn CPE credit, you must attend the session live. CPE credit cannot be earned for watching the recording. 

After the session ends, you will complete the following steps under the Content tab: 

  1. 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. 
  2. Submit the CPE check-out code displayed at the end of the session. 
  3. Download your CPE certificate. 

You have until 5 pm Eastern Time on Monday, February 3, 2025, 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.

Tom Ewing

Director of Financial Reporting

The Ohio State University

Tom Ewing has over 30 years of higher education accounting and reporting experience at The Ohio State University. He is a CPA and earned his MBA at The Ohio State University in 2012. Ewing is a former member and chair of NACUBO's accounting principles council and received the Daniel D. Robinson award in 2020. He also served on the GASB disclosure framework task force. Ewing has been married for 37 years to his wife, Colleen. They have two grown daughters and a five-year-old granddaughter.

Kelli Perry

Associate Vice President for Finance and Controller

Rensselaer Polytechnic Institute

Kelli Perry joined the Rensselaer Polytechnic Institute as the association vice president for finance and controller in September 2010. She serves as a key member of the senior finance team and is responsible for providing overall leadership for accounting services, financial reporting, disbursements, e-business (including travel management), systems, enterprise risk management, and operations. She has served in leadership roles in finance, administration, and student financial services. She brings a wide array of experience to her position, as she has had broader responsibility beyond finance, serving as the architect of a student financial services office, worked closely with information technology to implement a range of technology-based process improvements, supervised a budget office, human resources, and business services. She has also served in an acting vice president’s role, which has allowed her to interact with college leadership and serve on a president’s cabinet. Before focusing her efforts in higher education, she worked as an auditor for KPMG. Perry co-led the reengineering of Rensselaer’s procurement process utilizing e-commerce to improve customer service and achieve cost savings. She was also the lead on the travel management implementation that has significantly increased process efficiency and mitigated risk at Rensselaer. She is currently the chair of the enterprise risk management and student employment initiatives at Rensselaer and works closely with the outsourced internal audit function facilitating the relationship with campus.

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IAR25: External Reporting Requirements in Higher Education Part 1
01/30/2025 at 2:30 PM (EST)  |  Recorded On: 01/30/2025  |  77 minutes
01/30/2025 at 2:30 PM (EST)  |  Recorded On: 01/30/2025  |  77 minutes The Zoom room will open 15 minutes before the start time. To enter the room, click “Enter Session.”