the capital city focus - montgomeryaga.org€¦ · 2014-11-04 · 2014-2015 national president,...
TRANSCRIPT
27TH ANNUAL FALL TRAINING
THE C APITAL CITY FOCUS
AGA’S MISSION:
AGA fosters learning, certification, leadership and collaboration for professionals
and stakeholders committed to advancing government accountability. ____________________________________________
2014-2015 NATIONAL PRESIDENT, WILLIAM D. MILLER
THEME: “Opportunity”
NOVEMBER
2014
VOLUME XIX
ISSUE 3
SP E CI AL PO IN TS OF I N T ER ES T:
ANNUAL FALL TRAINING
MESSAGE FROM PRESIDENT
MEMBERSHIP / REGIONAL UPDATES
YOUNG PROFESSIONALS (YP)
MENTORSHIP ANNOUNCEMENTS
CPE OPPORTUNITIES
CGFFM UPDATES
COMMUNITY SERVICE ANNOUNCEMENTS
CHAPTER FINANCIAL REPORTS
CEC MONTHLY MINUTES
UPCOMING EVENTS CALENDAR
CEC COMMITTEE DIRECTORY
CONNECT TO AGA
AGA Montgomery on: AGA National on:
Facebook Twitter LinkedIn GovLoop
AGA National Website: http://www.agacgfm.org/home.aspx
AGA Montgomery Website: http://montgomeryaga.org/index.php
Friday, November 14, 2014
Marriott Prattville Hotel & Conference Center
at Capitol Hill (Prattville, AL)
THEME: “Change. Challenge. Opportunity.”
Montgomery Marriott Prattville Hotel & Conference Center at Capitol Hill
2500 Legends Circle
Prattville, Alabama 36066 USA
1-334-290-1235
Phone: 1-334-290-1235
Fax: 1-334-290-2222
FOR DIRECTIONS, FACILITY POLICIES AND LUNCHEON MENU GO TO
WWW.MONTGOMERYAGA.ORG
SUBMITTING INFORMATION
MAIL REGISTRATION FORM TO: FAX FORM TO: 334-353-5543
Association of Government Accountants
P.O. Box 1001 SCAN FORM TO: [email protected]
Montgomery, AL 36101
For additional information or methods of submitting the registration form, contact us at: [email protected]
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Hello Fellow AGA Members and Friends!
Welcome to the November edition of the Capital City Focus. Guess what? The 27th Annual Fall Educational Training Conference
is just around the corner, and I hope you have registered to join us November 14th at the Marriott Legends in Prattville, AL. If
not, why? Maybe you need additional information to understand some of the changes this year. I thought you might, so I de-
cided to dedicate this month’s message to provide some details to put you at ease.
THE JOURNEY
I’m sure many of you are asking what is The Journey? No worries! You aren’t scheduled to run around the building on a scav-
enger hunt, nor will you need to crawl through a maze of any sort. The Journey is a virtual opportunity for our Young Pro-
fessionals (YPs) to document their experience of the conference. Many of them are first time attendees excited about net-
working with our seasoned financial members. The objective is for them to learn about the dos and don’ts of how you ad-
vanced during your career. If approached, we hope you will provide some advice to assist them on their career journey. By
the way, smile for the camera, you know YPs love technology.
THE SOCIAL
Immediately following the seminar, there will be a social event at the Cottage. The Cottage is on the property just a few foot-
steps away. We invite you to join us for light hors d'oeuvres, live music, and a cash bar. Plan to network and catch up with
old friends in a fun and relaxing environment. Community Service has arranged for a surprise guest to slide down the chimney
and take photos around the fireplace.
REVISIONS TO TH BYLAWS
It’s time to update the Chapter Bylaws. Members will have the opportunity to vote “YES” or “NO” to the changes at the
conference. The recommended modifications will be provided for preview on the Chapter’s website by Monday, November
10th. When you arrive at the conference, please visit the Bylaws table to receive your voting ballot and further instructions.
Ballots will be collected and tallied by mid-day and additional announcements will be made as needed.
If you are a current member of Montgomery AGA, and you will NOT be attending the conference but wish to vote, please
contact [email protected] for a ballot. Please help us expedite the process at the conference and review ahead of
time. If you have questions, contact [email protected]
COMMUNITY SERVICE – Sponsor a Senior for the Food Bank Drive
The Committee is challenging the Chapter to sponsor at least 10 seniors ($1,000) through the Senior Supplement Pro-
gram. Join one of the nine teams “Altruistic”, “Bountiful”, “Compassionate”, “Generous”, “Helpful”, “Humanitarian”,
“Philanthropic”, “Sincere”, or “Thoughtful” for friendly competition for a worthy cause. Read further in the Newsletter.
President, LaTaya H. Lucas, CPM
27th Annual Fall Training Agenda “Change. Challenge. Opportunity.”
Marriott Hotel and Conference Center at Capitol Hill
Prattville, Alabama Friday, November 14, 2014
TENATIVE AGENDA
7 : 0 0 a m – 8 : 3 0 a m
Exhib
its O
pen –
Becker,
BBVA C
om
pass
, Auburn
Montg
om
ery
Outr
each T
rain
ing S
olu
tions,
more
to c
om
e…
REGISTRATION
8 : 0 0 a m – 8 : 1 0 a m
Opening Remarks
8 : 1 0 a m – 9 : 0 0 a m “AN ANALYSIS OF GOVERNMENT CORRUPTION, WASTE, AND ABUSE”
Ralph Summerford Forensic Strategic Solutions, Inc.
Legends Salon A & B (Main Level)
9 : 0 0 a m – 9 : 1 0 a m THE JOURNEY BEGINS
9 : 10 am – 1 0 : 00 a m “UPDATES ON ACCOUNTING STANDARDS”
Dr. Andrew McLelland Auburn University
Legends Salon A & B (Main Level)
10:00am – 10 :20 am BREAK
MORNING CONCURRENT SESSIONS
10:20 am – 11:10 am TECHNOLOGY: “BUSINESS INTELLIGENCE FOR THE REST
OF US!”
Brian Purdes NWN Corporation
Salon CDE (Main Level)
“OPERATING GROWTH MODEL”
Russell Yergensen Triton Management
Grand Oak Room (Lower Level)
11:10 am – 11:20 am BREAK
11:20 am – 12:10 pm “THE U.S. SUPREME COURT’S IMPACT ON
ACCOUNTING”
John Neiman Maynard Cooper & Gale PC
Salon CDE (Main Level)
“WHY ASK Y”
Abel Abebe, Ala. Dept. of Transportation Tameka Weathers, State Military Dept.
Lindsay Miller, Auburn University Montgomery Presented by AGA Young Professional Advisory Board
Grand Oak Room (Lower Level)
12: 10 pm – 1 : 30 pm LUNCH BREAK
“LUCK, LEADERSHIP, AND BAMA” Dr. David Bronner
Retirement System of Alabama
Legends Salon A & B (Main Level)
AFTERNOON CONCURRENT SESSIONS
1:30 pm - 2:20 pm “IT’S ALL ABOUT A HEALTHY ME!”
Dr. LaMont Pack AL Department of Public Health
Salon CDE (Main Level)
“IMPLEMENTING ENVIRONMENTAL PROGRAMS & PROTECTING ALABAMA’S NATURAL RESOURCES”
Scott Hughes
AL Department of Environmental Management
Grand Oak Room (Lower Level)
2:20 pm – 2 :30 pm BREAK
2:30 pm – 3 :20 pm “COUNTERFEIT FUNDS”
Clayton Slay U.S. Secret Service
Legends Salon A & B (Main Level)
3:20 pm – 3 :30 pm BREAK
3:30 pm - 4:20 pm “CHANGES IN STATEWIDE ACCOUNTING SYSTEM: THE OLD, THE NEW, AND THE GOOD”
Thomas White, Alabama State Comptroller Thomas Nola, Alabama Department of Finance State Business Systems
Kathleen Baxter, Alabama Department of Finance State Business Systems Michael Jones, Alabama Department of Finance Purchasing
Jack McDaniel, Alabama Department of Conservation and Natural Resources
Legends Salon A & B (Main Level)
4:20 pm - 4:30 pm
Closing Remarks / Adjourn
4:30 pm
Networking/Social at The Cottage
27th Annual Fall Education Training
November 14, 2014 Marriott Prattville Hotel & Conference Center
At Capitol Hill
Register online at www.montgomeryaga.org
REGISTRATION FEE: Members $225, Non-Members $245, Private Sector $250, and Students $90 (includes membership renewal)
Student registration must be confirmed prior to registering.
Association of Government Accountants
P.O. Box 1001
Montgomery, AL 36101
SPONSORS
COMMUNITY SERVICE
Support the Community Service Committee as we partner with the Montgomery Area Food Bank for the Senior Supplement Program by sponsoring a senior sixty years of age and over. Don’t forget to bring a toy for the Toys for Tots drive as well. More details about the Community Service Committee challenge will be provided at the conference. Donations can be made online at Montgomeryaga.org.
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Marriott Prattville Hotel & Conference
Center at Capitol Hill (Prattville, AL)
Conference entrance. Registration tables will be in the lobby.
Networking & Social at The Cottage (Just cross the parking lot and follow the signs/balloons)
4:30pm to 10:00pm
REGISTRATION FORM
27th Annual Fall Training
Friday, November 14, 2014
Marriott Prattville Hotel & Conference Center
at Capitol Hill (Prattville, AL)
THEME: “Change. Challenge. Opportunity.”
First Name: __________________________________ Last Name: ____________________________________
Job Title/Classification: _______________________________________________________________________
Circle all that apply: CGFM CPA CIA CFM CFE CMA CPM CFP
Do you plan to attend the evening social event? Yes No
Address: __________________________________________________________________________________
City: ________________________________ State:_________ Zip Code: ____________________________
Agency/Company Name: _____________________________________________________________________
Agency/Company Address: ___________________________________________________________________
City: ________________________________ State:_________ Zip Code: ___________________________
Work Phone:_______________________________ Fax:__________________________________________
E-mail ____________________________________________________________________________________
PRICES WILL NOT CHANGE
EARLY BIRD REGISTRATIOIN FEES: ____$225 AGA Member Early Bird Registration
____$245 Non-Member Early Bird Registration
____$250 Private Sector Early Bird Registration
____$90 Student Rate
METHOD OF PAYMENT:
Bill My Agency (Agency Name) _________________________________________________________
Agency Contact ________________________________________Phone #_______________________
Agency PO Number _____________________________________Phone Number_________________
PERSONAL PAYMENTS: ______ Check # _____ Visa _____ MasterCard ______ AMX
(Please log onto www.montgomeryaga.com for credit card payments)
PAYMENT INFORMATION
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FRIDAY, DECEMBER 12, 2014
11:30 PM - 1:00PM
CARRABBA’S ITALIAN GRILL
1510 EASTERN BLVD
MONTGOMERY, AL 36117
CPEs offered - TBD
Cost:
$22.00 (Price includes CPE credits/tax/gratuities)
Select your Entrees by 12 noon, Friday, December 5
Reservations to LaVerne Williams or Tamaya Knox via
Email: [email protected] or [email protected]
Guests are always welcome.
ATTENTION!
Members will be invoiced for the cost of the lunch for cancellations made
AFTER the close of business on Friday, December 5 (Including the failure to attend without cancellation notice.)
LUNCHEON MENU CHOICES:
All of the following ENTREES include a drink/mini dessert/and Caesar salad - $22.00/person
Choice 1: Grilled Chicken Caesar Salad
Choice 2: Spaghetti
Choice 3: Chicken Marsala and garlic mashed potatoes
Choice 4: Mezzaluna
(half-moon ravioli stuffed with chicken, ricotta and spinach in tomato cream sauce)
Choice 5: Baked Ravioli Parmesan
Choice 6: Penne Carrabba
(Penne pasta in alfredo sauce, tossed with grilled chicken, sautéed mushrooms and peas)
Mini Desserts include: (order at the restaurant)
Chocolate Chip Mousse-Fudge brownie
Chocolate Chip mousse
Dessert Rosa
(vanilla cake, pastry cream, pineapples, strawberries, bananas, and cool whip)
DECEMBER LUNCHEON
Joint meeting with IIA and ASMC
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8 CAMPUS AMBASSADORS EVENTS
Wow! Student Membership went on a college campus tour. First up,
Auburn University Montgomery on September 30th. YP Board Mem-
bers, Lindsay Miller and Tashantia Stewart along with Education Direc-
tor, Rachel Chou gave Dr. Kamnikar's governmental class the insight on
benefits of joining AGA, the importance of the CGFM, and possible job
opportunities within state government. "Once you finish this class, you
only need about two weeks to prepare for this section of the CGFM
exam. Dr. Kamnikar prepares you for the exam", said Rachel. But the
highlight of the night came from Lindsay, a proud mother of twins stat-
ing, "I'm affiliated with AGA, because I know that it can advance my ca-
reer...and if I can balance my education, motherhood, and the responsi-
bility I have in AGA, what's stopping you."
Next up was Alabama State University on October 7th. Dr. Thompson al-
lowed AGA YP to speak with his graduate accounting class. President-elect
Nakia Tetter and YP Board member Courtney Bruce inspired students with
their testimonies about completing the MAcc program. They further encour-
aged them to join AGA. What was initially a one-class presentation turned
into two classes and multiple students applied for membership in AGA.
Montgomery AGA, we asked and the students responded. Take them under
your wings and help them succeed with their future endeavors.
A few items that students at both campuses were interested in were:
CGFM review course-similarities to Becker.
Excel/Access (Microsoft) & accounting software tutorials
Governmental Accounting tutoring
Internships-a few expressed that they were not opposed to an UNPAID
internship if it gets their foot in the door.
Student Membership intends to be personally vested in all our student mem-
bers. Whether it be words of encouragement, mentoring, scholarships, tu-
toring, or job placement, we should all have a stake in our student members.
For those students who are still skeptical about what AGA can do for them,
we will work harder to prove that Montgomery AGA is totally worth their
investment.
Student Membership’s next stop is Troy University…….
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The Montgomery AGA Mentorship Program is a unique, informal mentoring program that is designed to connect ambi-
tious, young professionals with seasoned, high-level business, governmental, and community leaders within the River
Region who will support them in their professional and personal development. The Program is a five-month commit-
ment that begins on January 15, 2015. Selected participants will be matched with an appropriate leader, based on inter-
est and availability. Each mentor & mentee will meet a minimum of five times throughout the course of the pro-
gram. Meetings can be in person, telephone, video conference or other approved means of communication.
This pilot program is intended to allow for learning and sharing of experiences with one another. In order to establish
a successful relationship, mentors and mentees need to be:
Willing to be responsible for their own growth and development
Receptive to feedback and coaching
Active in seeking challenging assignments and responsibility
Able to learn from mistakes
Self-aware
Positive
Goal-oriented
Open and honest with each other
The Montgomery AGA Mentorship Program will accept applications on October 13, 2014 through November 21,
2014. Selected applicants will be notified by December 8, 2014.
Applications can be submitted online, emailed, or faxed. Click http://montgomeryaga.org/form.php?form_id=12&c=1 to
access the online application.
Click http://montgomeryaga.org/downloads/aga_mentoring_program_application.pdf to download an application.
If you have any questions please email [email protected] or contact Latreeka Williams, 334-625-2053.
Thanks,
Latreeka Williams
City of Montgomery Finance Dept.
Accountant II
Ph.: 334.625.2053
Fax: 334.625.4422
Montgomery AGA Mentorship Program
Accepting Applications
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The Mentorship Program is a five-month commitment that begins on January 12, 2015. During the five-month
period, mentors and mentees are requested to:
Follow the guidelines set in the Mentorship Handbook
Meet at least five times
Attend additional events as schedules permit
Name:____________________________________________________________________________
Employer__________________________________________________________________________
Title______________________________________________________________________________
Address:___________________________ City: ___________________ State: ______Zip:___________
Phone: ( ) _____ - __________
Email Address: ________________________________________
Tell us about yourself:
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
Why are you interested in participating? What do you hope to gain from the program?
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
Describe the ideal match for you:
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
Montgomery AGA Mentorship Program
Mentee Application
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Montgomery AGA Mentorship Program
Mentee Application continued
Please check any of the areas that you are interested in focusing on:
Public Speaking Business Etiquette
Resume Writing Interview Skills
Leadership Skills Branding/Social Media
Project Management Networking
Problem Solving Goal Planning
Career Path Guidance Other: ___________________________
What is your preferred communication style?
Phone Face-to-Face E-mail
Please share any additional information that you would like to have considered during the matching
process:
______________________________________________________________________________________
______________________________________________________________________________________
______________________________________________________________________________________
______________________________________________________________________________________
______________________________________________________________________________________
How did you hear about the program?
_____________________________________________________________________________________
Application deadline: Friday, November 21, 2014
Once complete, please forward this form to [email protected] or fax to 886-279-
For more information contact Latreeka Williams at (334)625-2053
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12 EDUCATION
Lecturer Series I
Dr. Greg Jones
Assistant Dean, Sorrell College of Business, Troy University
Topic: “Forensic Accounting”
Thursday, October 2, 2014 at Troy Montgomery
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FRAUD RISK MANAGEMENT
NOV 19 | 2-3:50 p.m. ET
Register online at www.agacgfm.org
Fraud is growing every day in government operations and programs. And no one seems to have the answer on getting it under
control once and for all. Until now!
This web conference will show audit, fraud and financial management professionals serving government exactly what they need to
do to turn the tide on fraud. You’ll get a five-step battle plan that can be implemented in any government operation or program –
regardless of size or controls sophistication. We’ll even show you how you can be a hero for showing management how to mount
a meaningful anti-fraud campaign. This session will provide proven practices that auditors and other fraud experts use to help
management create and maintain an anti-fraud environment.
Planned topics include:
The core components of an Anti-Fraud Campaign
The special role of auditors and other fraud experts in preventing fraud
How to conduct and document a Comprehensive Fraud Risk Assessment
The Fraud Loss Scorecard – starting point of prevention and detection efforts
Three-Step Fraud Detection
Managing the special challenges of Third-Party Relationships
How to finally get management to take effective anti-fraud action
The program will be taught by John J. Hall, CPA, author of the Anti-Fraud Toolkit and a professional speaker on management
and fraud prevention topics.
Learning Objectives: To manage the risk of fraudulent activities by implementing detection and mitigation techniques in govern-
ment programs.
Prerequisite: None
Advance Preparation: None
CPE: Two credit hours
Field of Study: Auditing
BECKER
CHAPTER SCHOLARSHIPS
This year, AGA has been given two 50 percent Becker scholarships. These scholarships will pay for half of the Becker tui-
tion and the good news is that you can now use 0 percent financing with any 50 percent scholarship. So if you are award-
ed the scholarship, you can use 0 percent financing for the other half and make monthly payments over 18 months with
no interest. This will make your payment a little under $100 per month. Only serious candidates need apply. Becker
will be tracking the scholarships given and making sure the winners actually use their scholarships within the allotted
timeframe. Anyone who is awarded a scholarship will have to order their materials before June 30, 2015.
The scholarships will be awarded by the Montgomery AGA Chapter. For additional information, please email
president.montgomeryaga.org.
October’s Luncheon Prize Winners
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Keary
Foster
Drew
Nelson
Holiday Market
Tickets
CONGRATULATIONS!
National Leadership Awards
Andy Barr Award
Distinguished Federal Leadership Award
Distinguished Local Government Leadership Award
Elmer Staats Award
Excellence in Government Leadership Award
Private Sector Financial Excellence Award
William R. Snodgrass Distinguished Leadership Award
The awards, presented annually at the National Leadership Training (NLT), are open for nominations for the 2015 NLT.
Deadline
The original nomination package must be received by 5 p.m. Eastern Time on Sunday, November 16,
2014. If you have questions or a nomination, contact Carolyn Rhodes or Nicole Skipper.
Awards will be given February 2015 at NLT in Washington, DC
Link: http://www.agacgfm.org/Membership/Awards---Recognition-(1).aspx
AWARDS
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***SCHEDULE AND TAKE EXAM TWO AT PEARSON TESTING CENTER***
Pearson Professional Centers - Montgomery
4001 Carmichael Road, Suite 440
Montgomery, AL 36106
334-409-9355
The Montgomery Chapter of AGA will award nine individual CGFM Scholarships during the 2014-2015 program
year. If you are an active AGA Member who has passed all or parts of the CGFM Examination during the period
May 1, 2014 – April 30, 2015, please email the CGFM Committee along with your request, your examination re-
sults, and your payment receipt to Pamela Hill at [email protected] and to Sandra Steele at
We must receive your request by April 30, 2015 to be processed during the current program year.
The Mark of Excellence for Government Financial
Professionals
CGFM is a professional certification recognizing the unique
skills and special knowledge required of today’s government
financial managers. It covers governmental accounting, auditing,
financial reporting, internal controls and budgeting at the feder-
al, state and local levels.
Initial Certification Requirements
To earn the CGFM, candidates must apply for the CGFM Pro-
gram and meet the following requirements:
Ethics—read and agree to abide by AGA’s Code of Ethics.
Education—have a bachelor’s degree from an accredited col-
lege or university.
Examinations— pass three comprehensive CGFM Examina-
tions.
Experience— have at least two years of professional-level ex-
perience in government financial management.
Learn more about the process of earning the
CGFM designation.
The Certified Government Financial Manager® (CGFM®)
CGFM
COMMITTEE
CO-DIRECTOR
PAMELA HILL
CO-DIRECTOR
SANDRA STEELE
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CGFM Study Schedule
SYLLABUS FOR CGFM EXAM 2 - GOVERNMENTAL ACCOUNTING,
FINANCIAL REPORTING & BUDGETING
Contact: Pamela R. Hill, CPM, Director or
Sandra Steele, CGFM, CPA, CPM, Assistant Director
Location: Juliette Hampton Morgan Library, 245 High Street, Second Floor Auditorium
Dates: October 8, 2014 - February 11, 2015
Time: 12:00 pm - 1:00 pm
DATE SECTION CHAPTER CHAPTER TITLE
Wed, 11/05/2014 2 1 Accounting Standards and Financial Reporting
Wed, 11/12/2014 2 2 Fund Accounting and Reporting
Wed, 11/19/2014 2 3 Government-Wide Financial Reporting
Wed, 12/03/2014 2 4 Accounting and Reporting for Specific Asset and Liability Transactions
Wed, 12/10/2014 2 5 Revenue, Expenditure/Expense and Other Operating Statement Transactions
Wed, 12/17/2014 3 1 & 2 Federal Budgeting & Federal Budgetary Ac counting
Wed, 01/07/2015 3 3 Federal Financial Accounting and Reporting Foundations
Wed, 01/14/2015 3 4 Federal Financial Statements and Management's Discussion and Analysis
Wed, 01/21/2015 3 5 & 6 Federal Financial Accounting Standards and Illustrations & Case Study
Wed, 01/28/2015 1 1-4 Review
Wed, 02/04/2015 2 1-5 Review Wed, 02/11/2015 3 1-5 Review
Contact: Pamela R. Hill, CPM, Director or Sandra Steele, CGFM, CPA, CPM, Assistant Director
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AGA Members
This holiday season, AGA will partner with the Alabama Society of Military Comptrollers Office in the
Toys for Tots charity campaign. Toys for Tots is an mission of the U.S. Marine Corps Reserve to col-
lect unwrapped toys during October, November and December annually, and distribute those toys as
Christmas gifts to less fortunate children in the community. The Community Service Committee is ask-
ing for your help. Please bring either an unwrapped toy for a child ages 0-9 years old or a monetary
donation (checks made out to AGA {re: T4T}) to the October, November, and December luncheons.
You may also donate online under the meetings tab (click on the Toys for Tots train) on the AGA
website.
Contact Terese Toby (334-242-3612) or Saketa Wilkerson (334-242-4491) if you have a pickup be-
tween luncheons or have any questions.
COMMUNITY SERVICE
2014-2015 Schedule of Events
Aug.14-Dec. 14 Collection of toys for Toys for Tots
October 2014 Social Event for Toys for Tots
October 2014 Start Advertising for VITA program
November 2014 Social Event for Toys for Tots
November 2014 Continue Advertising for VITA program/Donations
December 2014 Wrap up Toys for Tots at Joint Luncheon
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SENIOR SUPPLEMENT PROGRAM
Want to make a difference in the life of a senior and represent your organization? Join
the Community Service Committee as we partner with the Montgomery Area Food
Bank’s Senior Supplement Program.
The Senior Supplement Program is a food box program for eligible individuals sixty
years of age and over. During the third week of each month (the time when
most food budgets are low or depleted), eligible seniors are provided a box of
groceries. There is no cost to the individuals served. The cost to sponsor and provide
an individual with this service is $100 per year. This provides a box of approximately
25-35 pounds of selected, highly nutritious food items, plus an additional Holiday Box,
to include turkey or ham, on both Thanksgiving and Christmas.
The Committee is challenging the Montgomery Chapter to sponsor at least 10 seniors ($1,000) through the Senior
Supplement Program. As friendly competition, we have nine teams (Altruistic, Bountiful, Compassionate, Gener-
ous, Helpful, Humanitarian, Philanthropic, Sincere, and Thoughtful) comprised of an average of 35 team mem-
bers, that will compete for bragging rights at our Fall conference. The team(s) with the most seniors sponsored will ap-
pear in our monthly newsletter in our “Humanitarian Wall of Giving” section.
Teams and team captains will be emailed in the next few days. This project will run from October 30th through November
30th. Donations can be made online, through your team captains, and at the Fall Conference. Make sure you represent
your team and your organization and “Help Feed Hope across Alabama”.
Beginning YTD YTD Ending
Balance Receipts*
Disbursements Balance
Share 30.81 30.81
Checking 20,341.94 7,966.09 (5,564.53) 22,743.50
TOTAL 20,372.75$ 7,966.09$ (5,564.53)$ 22,774.31$
*includes receipts/disbursements related to prior fiscal year transactions
Bank Reconcilation
Bank Balance - Checking 9/30/14 22,923.50$
Less: Outstanding Checks (180.00)
Add: Outstanding Deposits -
Check Register Balance 9/30/14 22,743.50
Share Balance 9/30/14 30.81
TOTAL 22,774.31$
Actual
RECEIPTS
Annual Spring Seminar-EDU [1] 3,175.00
Audio Conference Fees-EDU 35.00
Early Career/YP - MEM 60.00
Interest-Checking-ADM 20.59
Membership & Recruitment-MEM 808.00
Membership Dues-Ind.-MEM [2] 2,187.50
Monthly Luncheons 1,680.00
Total RECEIPTS 7,966.09$
DISBURSEMENTS
Annual Fall Seminar-EDU 1,000.00
Awards Committee-AW 150.00
Bank Fees-ADM 60.00
Chapter Administration 179.56
Luncheons-MEET 1,290.79
Membership & Recruitment-MEM 14.90
Membership Dues to National-EDU 90.00
Mentorship Committee 1,153.60
Merchant Account-Global Fee-ADM 197.79
Merchant Account Fee-AMEX-ADM 31.80
National PDC Expenses-ADM 654.82
Promotional Items - ADM 407.32
Scholarship Committee - SCH 109.00
Webpage 224.95
Total DISBURSEMENTS 5,564.53$
Net Income 2,401.56$
FOOTNOTES:
[2] Membership fees in the amount of $2,495 are from program period 2014.
[1] Annual Spring Seminar receipts in the amount of $3,175 were from the program year 2014.
CHAPTER FINANCIAL REPORTS
SUMMARY OF RECEIPTS AND DISBURSEMENTS
FOR THE PERIOD JUNE 1, 2014 - SEPTEMBER 30, 2014
PROFIT AND LOSS STATEMENT
FOR THE PERIOD JUNE 1, 2014 through SEPTEMBER 30, 2014
PAGE
22
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AGA Montgomery Chapter
CEC Board Meeting Minutes
October 6, 2014
Date: Monday, October 6, 2014
Place: Alabama Outreach- Bailey Building (Alabama Room)
Meeting Called to Order: 11:55 a.m.
The CEC meeting of the officers and directors of the Montgomery, AL Chapter of the Association of Government Accountants
(AGA) was called to order President LaTaya Lucas. A quorum was present with the following officers and directors in attendance:
LaTaya Lucas Rachel Chou Margie Toney Keonna Ware
Nakia Tetter Carolyn Rhodes Carmen Leonard Renee Reese
Nicole Boswell Pamela Hill Emma Cole Kimwana Robinson
Webmaster: President Lucas asked that the AGA Montgomery Chapter website be updated with a new picture and to add a tab
for Education. She also stated that Career Opportunities and Resources needs a presence. Latreeka Williams will be assisting Alea
with the website.
Community Service: Terese Toby was absent, but sent her report via email to President Lucas, which mentioned information for
Toys for Tots and OITA. This information will be available at the October 10th luncheon. These projects will take place between
October and December 2014.
Mentorship: The application for mentorship has been approved and will be posted on the AGA Montgomery Chapter website. The
committee also received holiday tickets that will be awarded during the October 10th luncheon.
Accountability: Carmen Leonard presented a report for her committee. The report included: The Chapter Citizen Centric Re-
porting (CCR) was completed and submitted to National AGA for participation in the Certificate of Excellence in CCR; Copies of the
CCR will be provided at the Fall Training; We have not received feedback from the letters Angela Stokes sent to encourage entities
to complete a CCR; Angela will submit an article for the newsletter for November and December; We are currently working on a
CCR for the Alabama Department of Veterans Affairs with assistance from Dixie Black; and Troy University will be competing in the
Undergraduate Case Challenge.
Audit: At this time, Gladys Gray was still working on information for this committee
Awards & Nomination: Carolyn Rhodes spoke regarding the holiday tickets as awards for the October 10th luncheon. The speak-
er will be presented a ceramic box in the shape of the State of Alabama. For the Fall Training, President Lucas wants to change the
way we do the drawings. She also stated that announcements can be made in the mornings and at lunch. Also, the committee needs
to set times for the speakers.
Meeting & Registration: At the time of this meeting, 72 people have registered for the Fall Training and 38 people for the Octo-
ber 10th luncheon. Walk-ins and late registration will be welcomed at the October 10th luncheon.
Education: Rachel Chou distributed the Fall Training Plan and Agenda. She suggested that a CEC member adopt an ambassador
and/or speaker and assist with their needs during the training. President Lucas suggested that Rachel create a folder for each speaker
with forms and travel information. There was discussion regarding the decision to distribute folders for those attending the training,
as it has been done in the past. Emma Cole stated that she was not printing new membership forms, but will correspond to those
seeking membership via email.
Minutes: The final copy of the minutes from the last CEC meeting is in the current newsletter. Kimwana Robinson mentioned that
she updated the minutes with names that were in attendance on the conference call. Renee´ Reese suggested that we table the
minutes until they have been clarified by Kimwana. Renee´ also found a couple of errors. President Lucas asked everyone to view
the content in the minutes. Once Kimwana makes corrections, the minutes will be submitted this week for votes. Kimwana also
suggested to the CEC Members and committees that if they have detailed reports to present to email them to Nicole Boswell prior
to the meetings, just to help her out with taking minutes.
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23
THE CAPITAL
CITY FOCUS
AGA Montgomery Chapter
CEC Board Meeting Minutes Continue
October 6, 2014
Treasurer’s Report: Jeannie Price was absent, but sent the financial report via email to President Lucas. No major changes were
needed. Just an indication by Emma Cole that Membership and Recruitment-MEM should be Office Supplies-Accountability. Margie
Toney motioned to accept the Financial Report. Renee´ seconded. The Financial Report was accepted by the CEC members.
Chapter Recognition Points: President Elect Nakia Tetter submitted the Chapter recognition points to National last week.
Montgomery Chapter’s goal is 19,501. As of October 6th, we have received 40.45 percent of our goal and 7,850 total points. This
includes 400 of 4,000 in Education, 725 of 4,000 in Certification, 3,100 of 3,000 in Communications, 2,725 of 4,000 in Membership,
600 of 2,000 in Accountability, and 300 of 2,000 in Community Service.
Bylaws & Procedures: Margie Toney viewed the bylaws with committee member Keona Ware. The Financial Secretary position
needs to be added. Margie also stated that National bylaws have a template, which they expect local chapters to follow. National has
made some changes to the bylaws and this will be a work in progress with Margie, President Lucas, and the committee. National now
refers to member “classes” as “categories”. Distribution of information electronically has been added to the bylaws. The changes to
the bylaws will be made and presented at the Fall Training. Margie also mentioned that the policies and procedures still need to be
developed and make changes.
CGFM: Pamela Hill announced that the study session for Exam 2 will start on Wednesday, October 8th. This information can be
found on the AGA Montgomery website.
Membership: Emma Cole presented a draft of the AGA membership website, which is awaiting approval from Troy University. For
AGA Student Ambassadors, we currently have one at AUM and one at Troy University. The committee is still working on student
ambassadors at Huntington and Faulkner. They are also working for one at Alabama State, where AGA will be speaking on October
7th. President-elect Tetter will be in attendance.
Emma also spoke about creating a database for students to promote membership. She emphasized how important it is for us to Job
Shadow, which will net AGA Montgomery huge Chapter Recognition points. She would like for one agency to participate in the fall,
and two in the spring. Emma also explained that it will be a group of students that will shadow the agency for about two hours, con-
cluding with lunch.
Administration: The committee needs to log into Star Chapter to make sure documents are up to date, especially CPEs.
Newsletter: The newsletters will be sent out around the time of the monthly luncheons. Pamela raised concerns because the dead-
line for input in the newsletter will now have a shorter turnaround. President Lucas indicated the committee does not have enough
people. We are in the process of losing Tameka Cooper, which will only leave two committee members. We will work with the
newsletter committee, and make changes where required.
Comments/Announcements: The first Lecture Series at Troy University was a great success. Emma and Rachel thanked those
that could participate. Rachel stated that 100 percent enjoyed themselves, and 95 percent of thanks go to Emma for her hard work.
Meeting adjourned: 1:07 p.m.
(The minutes are not approved by means of a vote at the time of publishing.)
UPCOMING EVENTS
http://ocs.landsend.com/cd/frontdoor?store_name=AGAmembership&store_type=3
SCHEDULED CHAPTER MEETINGS
December 12, 2014
Joint Meeting with IIA & ASMC
Carrabba’s Italian Grille, Montgmery, AL
January 9, 2015
RSA Plaza
FEBRUARY 13, 2015
Early career month, RSA Plaza
March 13, 2015
CGFM Month
Baumhower’s (downtown)
April 17, 2015
Spring Training
Faulkner University Montgomery
May 15, 2015
RSA Plaza
NOVEMBER 14
Deadline for
Newsletter Submissions
NOVEMBER 14
27th ANNUAL FALL TRAINING
MARRIOTT PRATTVILLE HOTEL AT
CAPITOL HILL
7:00AM—4:00PM
NOVEMBER 1
Continue Advertising for
VITA program/ donations
NOVEMBER 1
Toys for Tots
NOVEMBER 27
HAPPY THANKSGIVING
from Montgomery AGA
PAGE
25
THE CAPITAL
CITY FOCUS
2014-2015 CHAPTER EXECUTIVE COMMITTEE DIRECTORY
President, LaTaya Lucas Dept of Corrections
(334) 353-5519 [email protected]
President Elect, Nakia Tetter State Military Dept
(334) 271-7435 [email protected]
Immediate
Past President, Margie Toney Dept of Revenue (334) 353-9284
Secretary, Nicole Boswell
Insurance Dept (334) 241-4182
Ni-
Assistant Secretary
Angela Abernathy
Dept of Education
(334) 353-9106
Financial Secretary
Janice Duncan
Dept of Transportation
(334) 242-6000
Treasurer, Jeannie Price
Secretary of State
(334) 242-7220
Accountability
Director, Carmen Leonard
Dept of Transportation
(334) 242-6383
Assistant Director, Angela Stokes
Dept of Transportation
(334) 353-6219
Vernita Saunders
Dept of Mental Health
(334) 242-3634
Administration
Director, Kimwana Robinson Dept of Medicaid (334) 242-2314
Audit
Director, Gladys Gray
Dept of Medicaid
(334) 242-2327
Heather Oates
Economic and Community Affairs
(334) 353-3546
Cory Rambo
Treasury Dept
(334) 242-7521
Awards & Nominations
Director, Carolyn Rhodes
State Dept of Education (334) 242-8224
Assistant Director, Rosa Robinson
Dept of Revenue (334) 353-8164
Nicole Skipper
Dept of Finance ([email protected]
Business & Community Liaison
Director, Keren Deal
Auburn University at Montgomery
(334) 242-3971
Assistant Director, Tashantia Stewart
Dept of Mental Health
(334) 242-3613
Community Service
Director, Terese Toby
Dept of Mental Health
(334) 242-3612
Assistant Director, Saketa Wilkerson
Treasury Dept
(334) 242-4491
Candace Moore
Economic and Community Affairs
(334) 242-0669
Mary Mangum
Economic and Community Affairs
(334) 242-5354
Valerie Byrd
Economic and Community Affairs
(334) 242-5246
Andrette Munnerlyn
Wandrell Williams
Dept of Public Safety
(334) 353-1830
John Morris
Office of Indigent Services
(334) 242-7054
Bylaws & Procedures
Assistant Director, Keonna Ware
Dept of Revenue
(334) 242-1023
Career Opportunities &
Resources
Director, Saketa Wilkerson Treasury Dept (334) 242-4491
Communications (Newsletter)
Editor, Temeka Cooper
Dept of Corrections
(334)353-3606
Editor, Renee Reese
Dept of Public Safety
(334) 353-9894
PAGE
26
THE CAPITAL
CITY FOCUS
Director, Rachel Chou
Comptroller’s Office
(334) 353-1611
Wandrell Williams
Dept of Public Safety
(334)353-1830
Education Meetings & Registration
Director, LaVerne Cox-Williams
Dept of Education
(334)353-5774
Assistant Director, Tamaya Knox
Dept of Labor
(334) 242-8147
Shirley Washington
Dept of Corrections
(334) 353-5591
Historian
William Waldroff
Economic and Community Affairs
(334) 242-5449
Mentorship
Scholarships
Programs (Luncheon)
Technology Team
Membership
Professional Certification
(CGFM)
Social Media/Equipment, Demetrius Bass
Dept of Transportation
(334) 353-4511
Webmaster, Alea DePaola
Position title, Agency
Director, Kay Wilson
Dept of Human Resources
(334) 242-9444
Assistant Director, William Waldroff
Economic and Community Affairs
(334) 242-5449
Director, Marcus Johnson
Dept of Public Health
(334) 206-5559
Assistant Director, Jondra Oswalt
Dept of Labor
(334) 242-8432
Director, Pamela Hill
Dept of Revenue
(334) 353-8928
Assistant Director, Sandra Steele
Insurance Dept
(334) 241-4107
Director, Emma Cole
Troy University at Montgomery
(334) 832-7292
Student Members/Campus Ambassador,
Tashantia Stewart
Dept of Mental Health
(334) 242-3613
Early Career/Young Professionals,
Able Abede
(334) 242-6689
Early Career/Young Professionals,
Assistant Director
Tameka Weathers
Director, LaTreeka Williams
City of Montgomery
Financial Management Division
(334) 625-2053
Connie Washington
Accounting Specialist
(334) 625-2319
Christie Postmas
Accounting Specialist
(334) 625-2343
Angie Williams
Budget Analyst
(334) 625-2945
Algarie Martin
Reconciliation Accountant
(334) 625-3147
LaTika Stepp
Fixed Asset Accountant
(334) 625-2262
Regional Vice President
(Gulf Region)
Regional Coordinator
Karen Deal
Auburn University at
Montgomery
(334) 244-3971
Pamela Henderson
Dept of Medicaid
(334) 242-2368 [email protected]
2014-2015 CHAPTER EXECUTIVE COMMITTEE DIRECTORY