the alabama journal of government finance - gfoaa · 2014. 10. 2. · page 4 congratulations...

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Government Finance Officers Association of Alabama The past year has flown by, and I am excited to begin my term as President of GFOAA. Thank you to the membership for allowing me to serve in this position for 2013/14, and to all the dedicated professionals who have served before me. Because of them, GFOAA is a strong organization that is blessed with a history of outstanding leader- ship and members from cities and organiza- tions of various sizes. I am honored to serve as your President over the coming year. As I begin my term, I would like to thank Russell Raney for his leadership this past year. Additionally, I would like to recognize Larry Conwill, Karen Herman, Shaundra Morris, Lane Sauser, and Scott Rearden as they end their terms on the Board. I have thoroughly enjoyed working with all of them over the past couple of years, and I have no doubt that they will continue to be actively involved in keeping our organization moving forward. Our first quarterly Board meeting of the year was held in April 17 th in Montgomery, and we really had a great turn out. I’d like to think everybody came because of me, but in reality, I think it was probably the lunch from Chappy’s Deli. Thank you to Sarah Williams for once again providing a meeting place for us, and for taking care of all the behind the scenes work! As we discussed our goals for the upcoming year, two main points kept being repeatedly mentioned; that we con- tinue to enhance the quality and value of our educational programs, and that we grow our membership. A lot of great ideas were tossed around, and I look forward to work- ing with the board, committees, and mem- bers to turn those ideas into reality and make this upcoming year a success. The Summer Conference will be here before we know it, and Melinda Lopez has put to- gether a fantastic program for us. The dates are August 14 th 16 th , and we will once again meet at the Hampton Inn & Suites in Orange Beach. The hotel has a block of rooms reserved for us, but they are going fast! So don’t wait! Make your plans to attend, and come join the rest of us at the beach. Don’t forget the GFOA National Conference coming up in San Francisco June 2 nd 5 th . For those of you attending, I look forward to seeing you at the breakfast. Watch your email for more information on date and time! As I close this first message, I would like to again thank you for allowing me to serve as your President. I appreciate those of you who have given me words of encourage- ment and support. Last, I urge each of you to become more involved in the organization over the next year. Reach out to the finance professionals in your surrounding cities and encourage them to join GFOAA and become part of this great organization. We need members from all size entities and at all levels of their career to participate and con- tinue to move GFOAA forward. Until next time… Derek F ROM THE P RESIDENT INSIDE THIS ISSUE: GFOAA 2013 Annual Conference 2 Edward and Judith Kamnikar Award of Merit 4 Upcoming Events 5 Board of Director’s Meeting Minutes 6 Board of Directors and Officers 7 Committee Chairpersons 8 $$ MONEY TALK $$ The Alabama Journal of Government Finance Volume XIII Issue I Spring 2013

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Page 1: The Alabama Journal of Government Finance - GFOAA · 2014. 10. 2. · Page 4 CONGRATULATIONS MELINDA J. CLACK 2013 RECIPIENT OF THE EDWARD AND JUDITH KAMNIKAR AWARD OF MERIT Melinda

Government Finance Off icers Associa tion of A labama

The past year has flown by, and I am excited

to begin my term as President of GFOAA.

Thank you to the membership for allowing

me to serve in this position for 2013/14,

and to all the dedicated professionals who

have served before me. Because of them,

GFOAA is a strong organization that is

blessed with a history of outstanding leader-

ship and members from cities and organiza-

tions of various sizes. I am honored to serve

as your President over the coming year.

As I begin my term, I would like to thank

Russell Raney for his leadership this past

year. Additionally, I would like to recognize

Larry Conwill, Karen Herman, Shaundra

Morris, Lane Sauser, and Scott Rearden as

they end their terms on the Board. I have

thoroughly enjoyed working with all of them

over the past couple of years, and I have no

doubt that they will continue to be actively

involved in keeping our organization moving

forward.

Our first quarterly Board meeting of the year

was held in April 17th in Montgomery, and

we really had a great turn out. I’d like to

think everybody came because of me, but in

reality, I think it was probably the lunch from

Chappy’s Deli. Thank you to Sarah Williams

for once again providing a meeting place for

us, and for taking care of all the behind the

scenes work! As we discussed our goals for

the upcoming year, two main points kept

being repeatedly mentioned; that we con-

tinue to enhance the quality and value of

our educational programs, and that we grow

our membership. A lot of great ideas were

tossed around, and I look forward to work-

ing with the board, committees, and mem-

bers to turn those ideas into reality and

make this upcoming year a success.

The Summer Conference will be here before

we know it, and Melinda Lopez has put to-

gether a fantastic program for us. The

dates are August 14th – 16th, and we will

once again meet at the Hampton Inn &

Suites in Orange Beach. The hotel has a

block of rooms reserved for us, but they are

going fast! So don’t wait! Make your plans

to attend, and come join the rest of us at

the beach.

Don’t forget the GFOA National Conference

coming up in San Francisco June 2nd – 5th.

For those of you attending, I look forward to

seeing you at the breakfast. Watch your

email for more information on date and

time!

As I close this first message, I would like to

again thank you for allowing me to serve as

your President. I appreciate those of you

who have given me words of encourage-

ment and support. Last, I urge each of you

to become more involved in the organization

over the next year. Reach out to the finance

professionals in your surrounding cities and

encourage them to join GFOAA and become

part of this great organization. We need

members from all size entities and at all

levels of their career to participate and con-

tinue to move GFOAA forward.

Until next time…

Derek

FROM TH E PR ESI D EN T… I N S I D E T H I S I S S U E :

GFOAA 2013 Annual Conference

2

Edward and Judith Kamnikar Award of Merit

4

Upcoming Events

5

Board of Director’s Meeting Minutes

6

Board of Directors and Officers

7

Committee Chairpersons

8

$$ MONEY TALK $$ The Alabama Journal of Government Finance

Volume XIII Issue I Spring 2013

Page 2: The Alabama Journal of Government Finance - GFOAA · 2014. 10. 2. · Page 4 CONGRATULATIONS MELINDA J. CLACK 2013 RECIPIENT OF THE EDWARD AND JUDITH KAMNIKAR AWARD OF MERIT Melinda

Page 2

GFOAA AN N UA L CO N F E RE N C E MO N T GO ME RY , ALA BA M A

The GFOAA 29th Annual Conference was held February 27 through March 1, 2013 at the Renaissance Mont-

gomery Hotel & Spa at the Convention Center in Montgomery, Alabama. The conference committee, chaired by

Sarah Williams and Judy Kamnikar, was excited to host the conference in downtown Montgomery to allow at-

tendees the opportunity to see the transformation taking place. The revitalization of downtown Montgomery

began with the construction of the Biscuits Baseball Stadium and is ongoing. The Alley Station entertainment

district, new hotels, renovated waterfront and amphitheater are a few of the additions to downtown. Many loft

apartments have been built and have brought permanent residents back to the area.

As usual, the conference began on Wednesday afternoon and continued through Friday noon. Dr. David Bron-

ner, CEO, Retirement Systems of Alabama, was the opening speaker giving an update on the condition of the

Retirements Systems and its investments. Wednesday evening a Welcome Reception was held at the Young

House in historic Old Alabama Town.

Thursday, the conference began with a welcome address by Montgomery Mayor Todd Strange. Throughout the

day session topics included updates on Alabama’s economy, bankruptcies, and school funding. After sessions

ended for the day, accounting firm Jackson Thornton invited everyone to their offices for social hour and then

everyone moved to the adjacent Alley Station for dinner.

Friday morning brought the GASB update and a very interesting panel discussion by TV, radio, and newspaper

media about reporting Accountability of Government. The media panel received high marks and good com-

ments from attendees on the evaluation forms. The conference concluded at noon.

Page 3: The Alabama Journal of Government Finance - GFOAA · 2014. 10. 2. · Page 4 CONGRATULATIONS MELINDA J. CLACK 2013 RECIPIENT OF THE EDWARD AND JUDITH KAMNIKAR AWARD OF MERIT Melinda

Page 3

GFOAA AN N UA L CO N F E RE N C E MO N T GO ME RY , ALA BA M A

Kelley Rhodes, Lane Sauser,

Shondra Morris, and Allison Edge

were recognized for their service on

the Board of Directors.

Incoming GFOAA President, Derek

Reeves, presents outgoing

President, Russell Raney, with a

plaque in appreciation of his service

to GFOAA.

GFOAA Past Presidents attending the Annual Meeting in Montgomery are (l

to r) Clara Myers, Steve Boone, Judy Kamnikar, Mike Wright, Rob Terry,

Gene Stabler, Travis Hulsey, Sarah Williams, Charles Clack, Ed Kamnikar,

Roger Rendleman, Charla Doucet, Bill Flowers, and Penny Smith.

Our Sponsors… BBVA Compass Jackson Thornton Regions Corporate Trust

BB&T Mauldin & Jenkins Bradley Arant Boult Cummings

New World Systems Springbrook Software Public Financial Management

Tyler Technologies Warren Averett Wells Fargo

Great West Nationwide Retirement Bank of New York Mellon

Standard & Poors Sterne Agee & Leach, Inc. SunTrust Bank

Page 4: The Alabama Journal of Government Finance - GFOAA · 2014. 10. 2. · Page 4 CONGRATULATIONS MELINDA J. CLACK 2013 RECIPIENT OF THE EDWARD AND JUDITH KAMNIKAR AWARD OF MERIT Melinda

Page 4

C O N G R A T U L A T I O N S M E L I N DA J . C L A C K 2 0 1 3 R E C I P I E N T O F T H E E D WA R D A N D J U D I T H K A M N I K A R A WA R D O F M E R I T

Melinda Clack was employed with the Department of Mental Health, State of Alabama for 25 years.

She has been a member of GFOAA since 1994 and is currently an active Emeritus member of our or-

ganization. She served two terms as a Board member of the Government Finance Officers Associa-

tion of Alabama from 2007 - 2009. Her service throughout those years has been outstanding. Since

2008, she has administered the conference registration process for the Summer Conferences. It is

her volunteer work with the conference registrations that is the highlight of Melinda Clack’s service to

GFOAA.

Melinda has volunteered her time to manage

and perform the numerous details involved in

the Summer Conference registration process.

From the initial phase of receiving the registra-

tion forms through the final phase accounting

for the receipt all registration fees, Melinda has

tirelessly performed this service year after year.

Her work has also included maintaining the at-

tendee list, providing the name badges and rib-

bons, preparing and maintaining the CPE atten-

dance sheets and certificates and distributing

those coveted participant gifts at the confer-

ence registration. Her expertise has been bene-

ficial to the overall conference planning proc-

ess. Her continued willingness to volunteer her

services to handle the registration process

been an outstanding contribution to the GFOAA.

Pictured are Dr. Judith Kamnikar, Melinda

Clack, and Dr. Edward Kamnikar.

CGFO REVO C ATI O N The following person has not supplied renewal information for their CGFO Certificate; therefore, they no

longer have CGFO status. They are not permitted to use the designation(initials) on their business

cards, their stationary, nor in any document demonstrating their expertise.

Jean McCutchen

Page 5: The Alabama Journal of Government Finance - GFOAA · 2014. 10. 2. · Page 4 CONGRATULATIONS MELINDA J. CLACK 2013 RECIPIENT OF THE EDWARD AND JUDITH KAMNIKAR AWARD OF MERIT Melinda

CGAT Classes

May 23, 2013—Fund Accounting

August 29, 2013—Purchasing/Accounts Payable

All classes to be held at the University of Alabama Bry-

ant Conference Center

Tuscaloosa, Alabama from 9:00 a.m. until 4:00 p.m.

Registration fee $150.00

(Includes Lunch)

Registration forms available by clicking here or by

email to [email protected]

8th Annual CGAT Continuing Education

Conference

June 2013

Montgomery, AL

Details TBA.

GFOAA Quarterly Board Meeting

August 14, 2013

9:30 a.m.

Hampton Inn and Suites

25518 Perdido Beach Boulevard

Orange Beach, AL 36561

Page 5

UP COM I N G EV EN TS

GFOAA Summer

Conference

August 14—16, 2013

Hampton Inn and Suites

Orange Beach, Alabama

Click Here for Hotel and

Registration Information.

Even if you are on the right track,

you’ll get run over if you just sit there.

—Will Rogers

Page 6: The Alabama Journal of Government Finance - GFOAA · 2014. 10. 2. · Page 4 CONGRATULATIONS MELINDA J. CLACK 2013 RECIPIENT OF THE EDWARD AND JUDITH KAMNIKAR AWARD OF MERIT Melinda

The Quarterly Board of Directors meeting was held De-

cember 5, 2012 in Birmingham, Alabama. President

Russell Raney called the meeting to order and wel-

comed everyone.

Minutes of the August 15, 2012 board meeting held in

Orange Beach, Alabama were approved.

Treasurer’s Report

Carol Heggeman presented the Combining Statement

for the period April 1 through November 30, 2012. She

noted that the increase in net assets came from the

summer conference chaired by Derek Reeves. She

then presented for our review the Annual Budget for the

2012-2013 operating year.

Administrative Assistant

In Jamie Moyers’ absence, we noted receiving an emeri-

tus status request from a current member, which will be

voted on under New Business. Charles Clack stated

that GFOAA inventory, enumerated in a handout at this

meeting, will increase to include the floor banner and

tablecloth purchased recently.

Certification Board

Russell Raney reported for Sarah Williams in her ab-

sence. Tracy Croom had e-mailed a CGAT report, includ-

ing the budget, for the period April 1, 2012 through

March 31, 2013. This report covered three of the five

classes scheduled for this fiscal year.

Membership

Derek Reeves reported that Patricia Aldrich from Mobile

won the membership drive contest. The contest: A cur-

rent member sponsoring 3 or more new members be-

tween June 1 and the Summer Conference date (August

15-17) will be eligible to win two nights’ stay at the sum-

mer conference location (Hampton Inn, Orange Beach),

to be used at any time.

Scholarships

Discussed scholarship applications received.

2012 Summer Conference

Chair Derek Reeves reported 96 attendees, three gen-

eral sponsors, one event sponsor, and nine vendors.

Congratulations to Derek and the conference committee

on a successful conference! Derek thanked everyone

for their advice and said he enjoyed chairing the confer-

ence.

Page 6

Q U A R T E R L Y B O A R D O F D I R E C T O R S M E E T I N G B I R M I N G H A M , A L A B A M A D E C E M B E R 5 , 2 0 1 2

2012 Annual Conference

Russell Raney reported for Sarah Williams that registra-

tion and program details are now available on our Web

site. Conference dates are Wednesday through Friday,

February 27 through March 1, 2013 at the Renaissance

Hotel in Montgomery. Flyers are available at the GAAF in

Birmingham. If you have a potential sponsor or exhibitor,

please let Sarah Williams know. Kelly Rhodes gave us

some details regarding the evening social functions dur-

ing the conference. Sounds like a well-planned series of

events is in store for all attendees!

Old Business

Carol Heggeman has prepared her list of finance direc-

tors to contact about the merits of GFOAA membership

and conferences.

New Business Mobile is the site of the 2014 Annual Conference. Possi-

ble hotels are The Battle House, Adams Mark, or Hamp-

ton Inn & Suites. Mardi Gras is March 4, 2014. We need

to confirm an exact date and place by the next quarterly

board meeting scheduled for February 27, 2013.

Carolyn Courson requested and the board approved

emeritus status. She will retire January 1, 2013. The

Executive Committee shall meet in January 2013 – Rus-

sell Raney, Carol Heggeman, Derek Reeves, and Sarah

Williams will set the date for a possible conference call.

August 14-16, 2013, are the planned dates for the Sum-

mer Conference at Orange Beach. Melinda Lopez stated

that registration is available on-line now. Charles Clack

reported that 178 persons are attending the Governmen-

tal Accounting and Auditing Forum this week in Birming-

ham. GFOAA shares in the profits with the Alabama Soci-

ety of CPAs and the Association of Government Account-

ants, Montgomery Chapter. Keren Deal thanked our Re-

gions Bank representatives for the lunch they provided at

the Forum.

For a complete copy of the minutes, contact Derek

Reeves or any of the committee chairs.

Page 7: The Alabama Journal of Government Finance - GFOAA · 2014. 10. 2. · Page 4 CONGRATULATIONS MELINDA J. CLACK 2013 RECIPIENT OF THE EDWARD AND JUDITH KAMNIKAR AWARD OF MERIT Melinda

President:

Derek Reeves

Office: 205-248-5175

[email protected]

First Vice President:

Melinda James Lopez

Office: 205-444-7612

[email protected]

Second Vice President:

Kelly Rhodes

Office: 334-242-6379

[email protected]

Secretary:

Allison D. Edge

Office: 334-501-7233

[email protected]

Treasurer:

Carole Heggeman

Office: 251-574-6460 [email protected]

Page 7

BOAR D OF D I R EC TO R S A ND OF FI C ER S A P R I L 1 , 2 0 1 3 — M A R C H 3 1 , 2 0 1 4

Associate Director

Donna Cooper

Office: 334-409-7264

[email protected]

Immediate Past President

Russell Raney

Office: 256-775-5806

[email protected]

Administrative Assistant

Jamie Moyers

Office: 334-312-2770

[email protected]

Public Information Officer

Charles Clack

Office:334-353-8070

[email protected]

Directors:

Keren Deal

Office: 334-244-3561

[email protected]

Sarita Tapscott

Office: 256-426-6663

[email protected]

Nancy Wilson

Office: 251-929-0346

[email protected]

Celia Sapp

Office: 251-208-7803

[email protected]

Relya Mallory

Office: 251-208-7169

[email protected]

Melissa Woods

Office: 205-739-7132

[email protected]

GFOAA Office Administration

Please notify Jamie Moyers to change your address, or other pertinent information,

at the following address:

P. O. Box 240574

Montgomery, AL 36124-0574

Phone: 334–312-2770 or

Email: [email protected]

Page 8: The Alabama Journal of Government Finance - GFOAA · 2014. 10. 2. · Page 4 CONGRATULATIONS MELINDA J. CLACK 2013 RECIPIENT OF THE EDWARD AND JUDITH KAMNIKAR AWARD OF MERIT Melinda

$$ money ta lk $$

Certification Board

Sarah Williams, CGFO

Office: 334-954-3907

[email protected]

Education

Derek Reeves

Office: 205-248-5175

[email protected]

Governmental Relations

Charla Doucet

Office: 334-242-7305

[email protected]

Membership

Melinda James Lopez

Office: 205-444-7612

[email protected]

Scholarships & Service

Russell Raney

Office: 256-775-5806

[email protected]

Page 8

CO MMI TTEE FU N C TION S

CO MMI TTEE CHA IR P ER SO N S

Membership Committee

The Membership Committee shall promote and encourage membership in GFOAA and is responsible for the annual

membership directory.

Government Relations Committee

The Government Relations Committee shall monitor and report on legislative action affecting governmental finance

and promote intergovernmental cooperation.

Education Committee

The Education Committee shall establish, organize and promote educational programs within the membership.

Scholarship, Awards and Service Committee

The Scholarship, Awards and Service Committee is responsible for the administration of the scholarship and awards

program. The committee is also responsible for implementing and monitoring service projects as assigned.

Strategic Planning Committee

The Strategic Planning Committee is responsible for preparing the long-range plans to meet the organization’s goals

and objectives. The committee is also responsible for communicating the plan to each committee. The committee

will serve as the monitoring entity for the committee projects associated with the strategic plan.

Page 9: The Alabama Journal of Government Finance - GFOAA · 2014. 10. 2. · Page 4 CONGRATULATIONS MELINDA J. CLACK 2013 RECIPIENT OF THE EDWARD AND JUDITH KAMNIKAR AWARD OF MERIT Melinda

P. O. Box 240574

Montgomery, AL

36124-0574

Government Finance Off icers

Association of A labama

$$ MONEY TALK $$ The Alabama Journal of Government Finance

Editor: Charles W. Clack

57 Blue Pine Lane

Wetumpka, Alabama 36093

Mission Statement

The mission of the Government Finance Officers Association of Alabama is to provide a professional associa-tion for government finance personnel dedi-cated to enabling its members to provide quality professional service to their con-stituents with the high-est level of integrity.