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Training Agenda and Registration

Procurement, Leadership, and Forensic Analytics Training Day

April 13th, 2023

8:30 A.M. -12:25 P.M.


At the end of the session, you will be able to:

BGS Procurement and Contracting: Updates and Best Practices

  • Identify key updates to Administrative Bulletin 3.5 Procurement and Contracting Procedures
  • Describe VTBuys, the State of Vermont's online platform for sourcing, contracting, supplier management, and procurement
  • Identify best practices for procurement and contracting
  • Identify common RFP and contract errors and how to avoid them

Leadership Lessons to Strengthen your Enterprise

  • Identify what each team member is good at
  • Identify how to ensure team members know the purpose, goals, and missions of the organization
  • Recognize how to effectively listen and provide feedback to your team members
  • Recognize how to create a trusting work environment

Forensic Analytics

  • Discuss how forensic data analytic techniques can be used in investigations and audit procedures
  • Discuss how to utilize knowledge of the internal control environment, the common types of fraud to develop a risk-based approach
  • Recognize some of the commonly used tools



8:30-8:35 A.M.    Welcome, housekeeping, including CPE info on how to obtain GIB credits, Introductions

8:35-9:25 A.M.BGS Procurement and Contracting: Updates and Best Practices

Instructed by Deb Damore

This session will discuss procurement and contracting best practices, common errors and how to avoid them, 2023 updates to Bulletin 3.5, and the new VTBuys procurement platform with the Director of the Department of Buildings and General Services (BGS) and the Vermont Attorney General’s Office Assistant Attorney General. 

9:25-9:40 A.M.– Break

9:40-10:55 A.M. Leadership Lessons to Strengthen your Enterprise

Instructed by Jim Kreiser

During this session, you will be able to understand what each team member is good at, ensure the team knows the "Why", be prepared to listen, and create total trust-this can help achieve more of what you want at faster speeds.

10:55-11:10 A.M.– Break

11:10-12:25 P.M. Forensic Analytics

Instructed by Ryan Merryman

This session will help you understand how forensic techniques can be applied to investigations and audit procedures. A forensic process will be shared that you can utilize for investigations and beyond. You will also be introduced to some tools that will assist in the data analytic effort. Common obstacles and challenges will be discussed. Case study examples will be shared.


Who should attend this program: Accounting and business professionals


Prerequisites: None          
Program level: Overview
Advance preparation: None
Delivery method: Group Internet Based

Recommended CPE: 4 credits (2.5 Credits Accounting (Governmental), 1.5 Credit Personal Development)

NASBA Statement

CliftonLarsonAllen LLP 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:

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