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Self-Study Courses

The Schedule of Expenditures of Federal Awards (SEFA) (Currently Unavailable)

2 CPE Credits $33.50/credit hour
4.9 (4 ratings)
The Schedule of Expenditures of Federal Awards (SEFA) is the key starting point of a Single Audit. The SEFA is the auditee’s responsibility. The auditor must insure the accuracy of the SEFA and report on the SEFA. This course will cover auditor and auditee’s responsibilities and required elements of a SEFA.

Publication Date: February 2023

Designed For
Auditors and auditees.

Topics Covered

  • Elements of the SEFA
  • Responsibilities of both the auditee and the auditor
  • Independence standard considerations if the Auditor assists in preparation of the SEFA
  • Required elements of SEFA
  • Problems and pitfalls in SEFA preparation
  • Ensuring accuracy of the SEFA
  • Auditors reporting on the SEFA

Learning Objectives

  • Recognize the auditees role in preparing SEFA
  • Recognize how to differentiate independence standard considerations if the Auditor assists in SEFA preparation
  • Identify the required elements of the SEFA
  • Recognize problems and pitfalls in SEFA preparation
  • Identify how to ensure accuracy of the SEFA
  • Identify the role of the auditors reporting on the SEFA

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Auditing (Governmental) (2 hours)

Program Prerequisites
None

Advance Preparation
None

Instructor

Diane Edelstein

Diane E. Edelstein is a Senior Partner at Maher Duessel in Pittsburgh, PA and has over thirty years of experience in public accounting. Her entire auditing career has been of non-profits, governments and Single Audit.

Diane speaks throughout the country on Non-profit accounting and auditing and Single Audit. She was member of the AICPA NPO Planning Conference Committee from 2012 – 2017 and continued to speak at the annual conference through 2019.

Diane currently serves on the AICPA Peer Review Board – GCA PMTF (Government and Compliance Audits Practice Monitoring Task Force) and is a past member of the PICPA Professional Ethics Committee and the PICPA Peer Review Committee.
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