Agenda

August 14, 2025

8:25–8:30 a.m. – Welcome and Opening Remarks

8:30–9:30 a.m. – 2025 Single Audit Developments and Massachusetts Audit Trends
Shana Doiron, CPA, CLA
Betsy Macey, CPA, CLA
Stay current on the latest changes to Uniform Guidance, including updates to compliance supplements, audit thresholds and reporting requirements. This session will highlight key audit findings and regional trends in Massachusetts, along with practical guidance on subrecipient monitoring and common compliance pitfalls.

9:40–10:30 a.m. – Public Procurement in Focus: Updates, Pitfalls, and Practical Guidance
James Craig, Office of the Inspector General
Samuel Shepard, Office of the Inspector General
In this session, OIG attorneys will provide a refresher on Massachusetts laws governing procurements, and an update on recent changes and pending legislation. They will also share common procurement pitfalls that the OIG has identified based on recent investigations and reviews, as well as guidance for how to prevent and detect procurement violations before they occur.

10:40–11:40 a.m. – Navigating the Municipal Bond Rating Landscape: What Local Governments Need to Know
Victor Medeiros, S&P Global
Explore how municipal bond ratings are determined and why they matter more than ever. This session breaks down S&P’s updated rating methodology, key evaluation criteria and the real-world impact of rating changes on local governments and nonprofits. We’ll also cover common red flags, the role of financial reporting and audit readiness and emerging trends in the debt markets that could shape your next financing decision.

11:50 a.m.–12:40 p.m. – Supporting Municipalities: Services and Insights from the DLS Financial Management Team
Jessica Ferry, MPP, DOR Division of Local Services Financial Management Resource Bureau
Get an inside look at how the DOR’s Division of Local Services (DLS) Financial Management team supports cities and towns across Massachusetts. This session highlights real examples of operational reviews, post-pandemic service updates and town-wide initiatives that help municipalities strengthen financial management. Learn what resources are available, who qualifies and how to tap into DLS expertise for your community.

12:40 p.m. – Closing Remarks

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