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TRANSCRIPT
South Atlantic Summer 2016 Newsletter
PRESIDENT
Tim Barber
Tennessee Farmers Cooperative
(615) 793-8364
VICE PRESIDENT
Bob Farmer
Florida’s Natural Growers, Inc
(863) 676-1411 Ext 3806
SECRETARY/TREAS.
JoAnn Fuller
Alabama Farmers Cooperative
(256) 308-1638
MEMBERSHIP CO- CHAIR
Dave Mereness
Dearolf & Mereness, LLP
(813) 269-5700
MEMBERSHIP CO-CHAIR
Tom O’Grady
CoBank
(502) 423-5679
NEWSLETTER/ COMMUNICATIONS
Danny Long
Tennessee Farmers Cooperative
(423) 586-9141
NEWSLETTER/COMMUNICATIONS
Bob Farmer
Florida’s Natural Growers, Inc
(863) 676-1411 Ext 3806
NEWSLETTER/COMMUNICATIONS
Thomas Hallin
Alabama Farmers Cooperative
(256) 308-1638
NATIONAL DIRECTORS
JoAnn Fuller
Alabama Farmers Cooperative
(256) 308-1638
DIRECTORS
HA Beasley
H. A. Beasley & Co., Inc.
(615) 895-5675
Tim Barber
Tennessee Farmers Cooperative
(615) 793-8364
Dave Mereness
Dearolf & Mereness, LLP
(813) 269-5700
Robbie Shields
Florida’s Natural Growers, Inc.
(863) 678-0506 Ext 3617
JoAnn Fuller
Alabama Farmers Cooperative
(256) 308-1638
Clay Worden
RSM US LLP
(407) 581-3506
Bob Farmer
Florida’s Natural Growers, Inc.
(863) 676-1411 Ext 3806
Tom O’Grady
CoBank
(502) 423-5679
Danny Long
Tennessee Farmers Cooperative
(423) 586-9141
Jamie Bowling
Agri-AFC, LLC
(256) 308-1631
Joanna McClendon
Tennessee Farmers Cooperative
(615) 706-8582
Kelly Morgan
Southeast Milk
Adam Lawrence
Crowe Horwath, LLP
(317) 706-2725
Katrina Lawrence RSM US LLP
(407) 581-3573
PROGRAM & EDUCATION
Wendy Elliott
RSM US LLP
Wendy.elliott@rsmuscom
(407) 581-3573
Matt Eckart
RSM US LLP
Matt.eckart@rsmuscom
(407) 581-3573
ACTIVITES COMMITTEE
Katrina Lawrence
RSM US LLP
(407) 581-3573
Robbie Shields
Florida’s Natural Growers
(863) 678-0506 Ext 3617
F
NSAC Members:
My compliments to Katrina Rote and Mary
Edwards on our recent Chapter Meeting in St.
Augustine, Florida. I know many others
contributed to the success of this meeting in
addition, and all those efforts did not go
unnoticed at our Chapter Meeting. For all those
that contributed in different ways regardless of
what it was big or small I say, “Thank You!”
Whether in planning, being a director, and
many early bird prizes that were given away at
the meeting. I really believe that we may have
had some of the best speakers that we have had
at a Chapter Meeting. It is great to get quality
cpe’s and enjoy the presentations. The venue
was certainly a pleasant and entertaining area
of the country with a great amount of history. I
know my family had a big time and enjoyed
our visit to St. Augustine. Kathy, Laura, and I
enjoyed a tour of the city with a visit to the
Fountain of Youth, a visit to Ripley’s, great
restaurants and good food, and we had a Ghost
Tour of the City on Monday evening after
dinner! Not that I believe in Ghosts, but the
Ghost Tour was really great! The Ghost Tour
included a visit to a cemetery, an old drug store
with some wax figures, and we got to visit the
old jail in the city. That location was ranked 4th
in the country for paranormal activity. I am
sure I was in the presence of ghosts that night
but I did not see them because they are ghosts!
The city is the oldest continuously occupied
European-established settlement within the
borders of the United States. The perfect place
for ghosts! Our Chapter appreciates all those
who attended and helped and contributed to
making our Chapter Meeting successful this
year!
Danny Long
Please visit www.nsacoop.org
and explore the many resources
available to every member of
NSAC.
Encourage your co-workers and
peers to join our chapter. An
application is enclosed within
this newsletter and is available
on the homepage of
www.nsacoop.org.
Articles of Interest!
Members:
If you should run into anything that you
think might be of interest to our Members
PLEASE forward it to me and I will try to
get it in our Newsletter! Pictures, hobbies or
just about anything that might be appealing
to share and to add interest in this
publication! I think humorous stories and
recipes would be of interest. Hopefully
everyone will benefit either professionally
or simply be entertained! My email address
is: [email protected]. I appreciate all of
Robby’s pictures in this edition of our
Newsletter!
Thanks,
Danny Long
We want your feedback: We’d like to get
input from all of our South Atlantic chapter
members about this year’s conference.
Tell us what you liked and didn’t like if
you did go, and what kept you from joining
us if you didn’t go. Keep an eye out for a
survey to be e-mailed to you soon, and
please take a few minutes to fill it out so
that we can have your perspective as we
plan next year’s conference and events.
Bob Farmer
The 2016 Tax, Finance and Accounting Conference for Cooperatives will be held at the
beautiful Grand Hyatt in Washington DC , please note the negotiated special room rate is
only good until Friday, July 01.
Make your room reservations today by clicking here.
We are just one short month away from the 2016 Tax, Finance and Accounting
Conference for Cooperatives. As the excitement and anticipation ramps up, have you
secured your spot in the action? You can click here to register for the years can't miss
event.
We are looking forward to seeing everyone in the Nation's Capitol as NSAC and
NRECA partner to bring you the premier conference for tax, accounting and finance
cooperative professionals. .
Pictures from our chapter meeting in June. I hope you enjoy all of them. I tried to include everyone. I had many to Select from thanks to Robbie Shields!
Fountain of Youth!
Jo Ann Fuller
Secretary/Treasurer
700.00
6,895.00
500.00
0.00
8,095.00
117.83
47.65
Comic Corner
NSAC South Atlantic Chapter Board of Directors Meeting
June 12, 2016
A meeting of the South Atlantic Chapter of the National Society of Accountants for Cooperatives’ Board of Directors was held June 12, 2016 at the Casa Monica Hotel in St. Augustine, Florida. The meeting was held during the 2016 South Atlantic Chapter Annual Membership Meeting. The following directors participated: Katrina Rote (FL) 2016 President Jo Ann Fuller (AL) 2018 Secretary /Treasurer-Nat’l Director Robbie Shields (FL) 2018 National Membership Dave Mereness (FL) 2018 Jamie Bowling (AL) 2017 Danny Long (TN) 2017 Clay Worden (FL) 2016 Bob Farmer (FL) 2018 Tom O’Grady (KY) 2016 (replaced Gary Weidenborner) Directors not participating: HA Beasley (TN) 2016 Adam Lawrence (IN) 2017 Joanna McClendon (TN) 2017 Others in Attendance: Tim Barber (TN) Vice President Wendy Elliott (FL) Guest Matt Eckart (FL) Guest Katrina Rote, Chapter President, called the meeting to order. I. Approval of Minutes of Previous Meetings: Minutes of the previous meeting held on June 21, 2015 were approved. II. Director Nominations: The following directors had expiring terms at this meeting:
Clay Worden (FL) 2016 HA Beasley (TN) 2016 Katrina Rote (TN) 2016
Tom O’Grady (KY) 2016 (fulfilled G. Weidenborner’ s term)
The following individuals were nominated for new three-year terms:
Clay Worden (FL) 2019 Kelly Morgan (FL) 2019 Tom O’Grady (KY) 2019
Tim Barber (TN) 2019 A motion was made and passed to nominate Bob Farmer to the position of Vice President. Katrina Rote will fill the role of Past President. This slate of candidates will be presented to the membership in the General Business Meeting of the Chapter. III. 2016/2017 Officer Slate and Chairs Subject to director elections at the business meeting, the Board approved the following slate of officers and chairs for the 2016/2017 year. President Tim Barber Vice President Bob Farmer Sec./Treas. Jo Ann Fuller National Director Jo Ann Fuller Membership Dave Mereness, Tom O’Grady Newsletter & Communications Danny Long, Thomas Hallin, Bob Farmer Program & Education Wendy Elliott, Matt Eckart Time & Place Comm. Tim Barber, Katrina Rote, Mary Edwards Early Bird Prizes Joanna McClendon, Jamie Bowling Activities Committee Katrina Rote, Robbie Shields Publicity, Printing & Reg. Jo Ann Fuller, Robbie Shields Social Media Wendy Elliott, Matt Eckart Audit Committee Danny Long, Jamie Bowling Past President Katrina Rote IV. Financial Report Jo Ann Fuller presented the financial report. V. 2017 South Atlantic Chapter Meeting The Board discussed various venues for the South Atlantic Chapter 2017 Annual Membership Meeting. The group decided to
present to the general session New Orleans, Louisiana as the suggested location.
Robert Pittman, a new chapter member and native of LA, will provide suggestions to the Time & Place Committee for an appropriate venue. The budget for the 2017 Annual Meeting will be $10,000. The Board also recommended the Program & Education Committee (Wendy Elliott and Matt Eckart) prepare the curriculum for the 2017 program. Vi. Other Business The Board discussed raising attendance at the chapter meeting. As we do not know the reason more of our membership doesn’t choose to attend, a suggestion was made to send a survey, via Survey Monkey, to the membership, which should provide more data. Bob Farmer will take the lead in designing the survey. The Board will communicate the desire to our National office that we would like to plan joint meetings with other chapters in order to spread the costs. The Board discussed the ongoing need to plan CPE outside the Annual Meeting as this enhances the Chapter’s opportunity for points in the National Chapter Recognition, and encourages members not able to travel to participate with chapter activities. Robbie Shields, National Membership representative shared that our Chapter qualified for one free TACC registration for the 2016 National meeting in Washington, DC, and that prize will be awarded via a name draw during the general session. Robbie also talked about new member training. He plans to make sure all new members receive an orientation as time permits in connection with the general session. He reiterated the boards’ responsibility to encourage all members’ involvement with the chapter. All board members concurred with Robbie. There being no further business, the meeting was adjourned. Jo Ann Fuller Secretary/Treasurer June 12, 2016