the capital city focus - aga montgomery alabama...
TRANSCRIPT
Vol XV Issue VIII
http://www.montgomeryaga.org
The Capital City FocusThe Capital City FocusThe Capital City Focus
Greetings from the president
April 2012
AGA’S MISSION : “AGA serves government accountability professionals by providing quality education, foster-
ing professional development and certification, and supporting standards and research to advance government accountability.”
Inside this issu e:
September 09 Meeting 2
CGFM 2
Community Service 2
Member Spotlight 3
Minutes—May 2008
CEC meeting
4
Financial Report 5
CEC Members 6
www.montgomeryaga.org
HIGHLIGHTS
Greetings
Spring Seminar 2012
CGFM
Spring Seminar 2012
Training/Employment
Announcements
2012 CEC &
Committee Members
Treasurer’s Report
2012 Scholarship
Applications
UPCOMING EVENTS
Audio Conference April 18, 2012
May 23, 2012
Department of
Transportation
1409 Coliseum Boulevard
Montgomery, AL
1:00 p.m. – 2:50 p.m.
COMMUNITY SERVICE
Volunteers Needed for
upcoming events:
*Relay for Life
*Joy to Life
Greetings Chapter Members:
I would like to thank everyone who attended the March luncheon, which was honoring CGFMs. Dr. Keren Deal was kind enough to be our featured speaker and spoke on the CGFM certification. I would like to thank Mr. Patrick Hemme and Ms. Sandra Steele, our chap-ter‘s Professional Certification / CGFM Co-directors, for their hard work in getting proclamations issued by several government leaders declaring March as CGFM month. If the CGFM designation interests you, please check out the chapter‘s website and click the CGFM tab. You may also contact either one of our Professional Certification / CGFM co-directors for further information.
Our April meeting is the Spring Seminar. Ms. Lataya Lucas, Education Director, has done an outstanding job in putting this seminar together. This will be a really great seminar. I would like to remind everyone that the Spring Seminar will be held at the RSA Activity Center. Please make plans to attend and I hope to see you there.
The May meeting will be our annual awards meeting and it will be held on the top floor of the RSA Plaza. We would love for you to come and celebrate with everyone receiving an award.
Stepping up to the challenge! In his 1932 inaugural address, President Franklin D. Roosevelt stated ―the only thing we have to fear is fear itself—nameless, unreasoning, unjustified terror which paralyzes needed efforts to convert retreat into advance...In such a spirit on my part and on yours we face our common difficulties. They concern, thank God, only material things. Values have shrunken to fantastic levels; taxes have risen; our ability to pay has fallen; govern-ment of all kinds is faced by serious curtailment of income; the means of exchange are frozen in the currents of trade; the withered leaves of industrial enterprise lie on every side; farmers find no markets for their produce; the savings of many years in thousands of families are gone.‖ This sounds vaguely familiar to our current times as our state‘s budgets are being prorated for the current year and next year‘s budgets are seemingly bleak. The good news is our country survived the Great Depression and will, in my opin-ion, survive the ‗Great Recession.‘ While we may find some things in our current world alarming, we should not crawl into a vault and hide as is suggested in the television show ‗Doomsday Bunkers.‘ At the present time, we should participate in things that make a difference. The AGA Montgomery Chapter makes a difference in today‘s world due to its members‘ involvement. The chapter needs each member‘s continued support and par-ticipation to ensure a bright future and a successful tomorrow. Leadership is here to serve the members. If you have ideas for topics and/or speakers for future training events, please share them with us. We are always looking for new ideas and ways to improve our chapter. The CEC‘s contact information is recorded at the back of each newsletter.
Sincerely, William T. Waldroff
President, Montgomery Chapter AGA
Spring Seminar April 12, 2012
Registration begins at
11:00 a.m.
RSA Activity Center 201 Dexter Avenue
Montgomery, AL
11:00 a.m. – 11:30 a.m. Registration
11:30a.m. – 12:00 p.m. Welcome and Remarks Lunch
12:00 p.m. – 1:00 p.m. ―Moving Forward in the Face of Financial Issues‖ LeNetta Banks, M.S., PhDc.
The LeNetta Banks Group, LLC
1:00 p.m. – 2:00 p.m. ―Changes in State Government‖ Thomas White, CPA
State of Alabama Comptroller
2:00 p.m. – 2:15 p.m. Break and Announcements
2:15 p.m. – 3:15 p.m. Financial Systems Issues‖ Bruce J. Headrick, Air Force Audit Agency
Gunter Annex-Maxwell AFB
3:15 p.m. – 3:30 p.m. Break
3:30 p.m.— 4:30 p.m. Rising Above Mere Potential— The Team Strategy Jeanine Bodie-LaVan, M.S.
Auburn University at Montgomery
4:30 p.m.— 4:35 p.m. Wrap Up
Lunch served at 11:30 a.m.
Hamburger Steak/ onion Gravy
Fried Catfish Macaroni & Cheese Steamed Cabbage Northern Beans
Strawberry Cobbler
A chef salad or vegetable plate is also
available upon request. Please notify
Kimwana Robinson at the time of
registration.
Thursday, April 12, 2012 RSA Activity Center
201 Dexter Avenue—Montgomery, AL 11:00 a.m. to 4:30 p.m. Receive 4 hours of CPE
Approved by the Alabama Board of Accountancy Register online at www.montgomeryaga.org.
Registration Cost Registration Cost Registration Cost
*$40/members *$40/non-members
Cash, Check, Visa (online) , and MasterCard (online) accepted.
Last day for cancellations is April 6, 2012. No shows will be billed the FULL registration fee.
If registering for a group, please follow instructions
for group registration. If you have any problems with registration, contact Kimwana Robinson at
[email protected] or (334) 244-2314.
PARKING PARKING PARKING is available in the Capital City Club parking
deck located on the corner of Monroe and Lawrence Street. Please use the Monroe Street entrance.
Please follow these instructions for group registration. Each at-tendee must create an individual event ticket by registering them-selves as a member or guest. If one person registers for the group, tickets will still need to be created for each attendee by entering individually. Registra-tions for members require a member identification num-ber. Identification numbers are not required for guests.
Instructions: *In the bill my agency box , provide your agency name, agency contact person, purchase order number (if applicable), and agency mailing address. *Email a list of attendees to [email protected] to
request the attendees be included on one invoice. The list serves as a checkpoint to make sure tickets have been created for all attending, sign-in sheets, and billing. In the case of information being lost, you may email the meetings committee at [email protected] retrieve your information. Once these steps have been com-pleted, the agency will receive one invoice from AGA Mont-gomery. For more information, please contact via email at [email protected] or contact LaTaya Lucas at (334) 353-5519.
Registration Deadline :
April 6, 2012
“The Mark of Excellence in Local, State and Federal Government”
SYLLABUS FOR CGFM EXAM 3
Government Financial Management & Control Contact: Sandra Steele, CPA, CPM, CGFM or
Pat Hemme, Co– Director RSA Union Bldg. - 2nd Floor Conference Room
Time: 11:30 a.m. - 12:30 p.m. February 1, 2012-May 23, 2012
16 CPE Credits
Exam 3 has been approved for one hour for each session attended. An offi-cial certificate will be awarded at the end of the session. Instructor's Note: The credit to be granted for service as a lecturer, instructor or discussion leader of an acceptable program will be equal to twice the number of actual hours of the lecturer or session. However, no additional credit will be al-
DATE CHAP-
TER TITLE INSTRUCTOR
03/07/12 3 Other Audit Issues Michael Rushing
03/14/12 1
Performance Measure-ment and Reporting - En-vironment and Framework Janice Herring
03/21/12 2 Performance Measurement Concepts Janice Herring
Spring Break March 26-30, 2012
04/04/12 3 Illustrations of Current Practice Nakia Tetter, CPM
04/11/12 3
Financial and Managerial Analysis Techniques Dixie Black
04/18/12 1 Cash Management Bodie Pickens, CGFM
04/25/12 2 Investment Management Kathleen Baxter
05/02/12 3 Credit Management Bodie Pickens, CGFM
05/09/12 4 Procurement Management Patrick Hemme
05/09/12 5 Property Management Sandra Steele
05/16/12 6 Inventory & Supply Management
Andrette Munnerlyn, CGFM
05/23/12 7 Financial Management Systems
Steve Emerson, CPA, CGFM, CGAP, CFE, CITP
Value and Recognition of the CGFM Credential
The foundation of the CGFM is the re-quirement for Education, Experience and Examinations. Building on this foundation is a Code of Ethics and re-quired Continuing Professional Educa-tion (CPE). This designation is already recognized as a professional standard. Each year, more and more federal agencies and state and local govern-ments are realizing the value of the CGFM and are formally embracing the designation. It is often listed as a pre-ferred hiring qualification on federal RFPs. The Institute of Internal Audi-tors (IIA) Board of Regents has also recognized the CGFM. It is accepted as a waiver for part IV of the CIA exami-nation.
Toward the Future The challenge facing today's govern-ment financial managers is to keep up with the changing times. New innova-tions, new regulations and new meth-ods of implementation require staying abreast of the latest developments. AGA presents a dynamic program of educational events every year that will expand your knowledge and sharpen your skills. The field of government financial management will be far dif-ferent tomorrow from what it is today. Having a broad knowledge and a rec-ognized professional designation will be the way to distinguish yourself from the crowd. There's no time like the pre-sent for joining the thousands of other leaders in government financial man-agement who already have discovered the unique value and benefit of the CGFM designation.
“Professional recognition through certifi-cation or other designation provides a distinct advantage in the job market. Cer-tification can attest to professional compe-tence in a specialized field of accounting and auditing." —Bureau of Labor Statis-tics, Occupational Outlook Handbook,
2010-2011 Edition. One of the key find-ings of AGA‘s 2010 Compensation Sur-vey is that those who had earned a CGFM designation reported a higher average salary than those who do not hold this certification: $105,815 com-pared to $78,905, a difference of 34 percent. When compared to the aver-age salary of individuals with no desig-nations—$68,416—the average salary of CGFMs was 55 percent higher.
To learn more about becoming a CGFM, visit Montgomery Chap-ter AGA’s website at www.montgomeryaga.org or AGA National’s
website at www.agacgfm.org.
The CGFM Committee awarded door prizes to the following CGFMs: Marilyn Dozier, Keren Deal, Charlene Wachs, Pam Harris, and Sandra Collins won a free lunch coupon to attend a chap-ter‘s monthly luncheon/meeting. Carmen Leo-nard and Margie Toney each won an umbrella; Vernita Saunders and Terese Toby each won a cap (donated by Regions Bank). Veronica Harris won a CGFM button-down shirt.
Pamela Harris and Veronica
Harris, AGA members
Charlene Wachs
AGA member
Margie Toney,
Audit Committee Director,
2011-12
Keren Deal,
March Luncheon Speaker
and Immediate Past
President, 2011-12
Congratulations to Montgomery Chapter CGFMs!
Terese Toby,
Community Service Director,
2011-12
2012 CGFM Proclamations
City of Huntsville, AL
City of Mobile, AL
In recognition of CGFM Month, Dr. Keren Deal spoke about
the advantages of becoming a CGFM and the changes in the exam. She said that Part Two, Governmental Accounting, Fi-nancial Reporting and Budgeting would be the Exam affected the most. She also stated that the CGFM certification has be-come the preferred certification in government. Also, Nakia Tetter, a recent CGFM recipient, gave study tips on how he successfully passed the exam. He specifically stated that it was important to learn the concepts, answer the quizzes, and re-view the appendices. He also advised members to participate in the luncheon study group on Wednesdays. In addition to the many proclamations received, CGFMs were also recog-nized in an article in the March edition of the ASEA Insider proclaiming March as CGFM Month.
During the Chapter‘s monthly meeting, each CGFM received a bag containing an ink pen, insulated cup, a USB hub (compliments of AUM) and a cookie (compliments of Sub-way). Please visit the following website: http://w w w . a g a c g f m . o r g / C G F M - C e r t i f i c a t i o n / C G F M -Proclamations.aspx to view the proclamations. The proclama-tions were displayed at the meeting/luncheon.
Congratulations to Tammy Dunn, who was presented with another CGFM scholarship by the CGFM Committee. (Pictured above, left to right, Dixie Black, Sandra Steele, Tammy Dunn, Rachel Chou, Lorraine Deramus.) Montgomery AGA received several Proclamations
from various municipalities in Alabama declaring the month of March as
CGFM Month (pictured below).
AGA MEETING DATES 2011-2012 PROGRAM
YEAR
Thursday, April 12, 2012 RSA Activity Center Spring Seminar
Thursday, May 3, 2012 RSA Plaza (West Room)
AGA NATIONAL Annual Professional
Development Conference
July 29 – August 1, 2012 San Diego, California
An outstanding technical program is planned for this
year’s PDC. Here are some of the ways you can earn
up to 24 CPE hours:
• Learn about the new developments in government
accountability research.
• Hear from the experts on the battle to reduce im-
proper payments, the newest innovations in financial
systems and long-term budget projections.
• Get the latest pronouncements from GASB, FASB,
GAO and OMB.
• Gain exposure to new management techniques, tech-
nological advances and practical tips to increase
efficiency in government operations
www.agacgfm.org
Montgomery Chapter
SEEKING VOLUNTEERS! AGA PROGRAM YEAR 2012-2013
Please notify Pamela Henderson, President-Elect, if you wish to remain on your current committee or
would like to be considered for a director or officer‘s position. New volunteers are always welcomed!
Accountability Committee members needed!
MONTGOMERY AGA
CHAPTER SCHOLARSHIPS Available for the 2011-2012 AGA Program Year:
Chapter Member Scholarship Child of Chapter Member Scholarship
State Employee Scholarship Accounting Scholarship
Application Deadline: April 6, 2012 Scholarships will be awarded at the May 3, 2012 Lunch-
eon. Information and applications are posted in this month‘s newsletter. Contact Kay Wilson, Scholarships
Director, at [email protected] for more in-formation.
Community Service 2012 March 31, 2012 — Zoo Weekend at Mont-gomery Zoo. Contact: Valerie Byrd at 242-5246 or Candace Moore at 242-0669.
April 21, 2012 — Joy to Life-Walk of Life Walkers and virtual walkers are needed to help with fundraiser. Become a part of the team! For information on registration, contact Terese Toby. April 27, 2012— Relay for Life - Walkers and virtual walkers needed. For informa-tion about registration, contact Terese Toby.
Join us in participating in Relay For Life of Montgomery
April 27, 2012 Cramton Bowl
Montgomery, AL
6:00 a.m. to 6:30 p.m. Seeking volunteers
Contact Community Service
Committee for more information
Walkers and virtual walkers
FOR SALE!! The Awards Committee is selling 4GB USB drives for $15.00. The USB drives are engraved with the Montgomery AGA logo and have an attached cover. Contact Lisa Chadwick to purchase at
Increasing public awareness of the need to ensure the safety and welfare of children led to the passage of the first Federal child protection legislation, the Child Abuse Prevention and Treatment Act (CAPTA), in 1974. While CAPTA has been amended many times over the years, most recently with the CAPTA Reauthorization Act of 2010, the purpose of the original legislation remains intact. Today, the Children's Bureau, within the Administration for Chil-dren and Families (ACF) at the U.S. Department of Health and Human Services, is the Fed-eral agency charged with supporting States, Tribes, and communities in providing programs and services to protect children and strengthen families. In the early 1980s, Congress made a further commitment to identifying and implementing solutions to end child abuse. Recogniz-
ing the alarming rate at which children continued to be abused and neglected and the need for innovative programs to prevent child abuse and assist parents and families affected by maltreatment, the U.S. Senate and House of Representatives resolved that the week of June 6-12, 1982, should be designated as the first National Child Abuse Prevention Week. Members of Congress re-quested the President issue a proclamation calling upon Government agencies and the public to observe the week with appropri-ate programs, ceremonies, and activities promoting the prevention of child abuse and neglect. The following year, in 1983, April was proclaimed the first National Child Abuse Prevention Month. As a result, child abuse and neglect awareness activities are promoted across the country during April of each year. The Office on Child Abuse and Neglect (OCAN) within the Children's Bureau coordinates Child Abuse Prevention Month activities at the Federal level, providing infor-mation and releasing updated national statistics about child abuse and neglect. Many governors also issue proclamations to en-courage initiatives and events in their States. In 1989, the Blue Ribbon Campaign to Prevent Child Abuse began as a Virginia grandmother's tribute to her grandson who died as a result of abuse. She tied a blue ribbon to the antenna of her car as a way to remember him and to alert her community to the tragedy of child abuse. The Blue Ribbon Campaign has since expanded across the country; many people wear blue ribbons each April in memory of those who have died as a result of child abuse and in sup-port of efforts to prevent abuse. Based on Prevent Child Abuse America's (PCAA) Pinwheels for Prevention® campaign, some communities distribute pinwheels and coordinate outdoor pinwheel displays representing children affected by abuse or neglect. Regardless of the type of activity, the focus has shifted to a positive message of supporting families and strengthening communi-ties to prevent child abuse and neglect. In Title II of the CAPTA amendments of 1996, the Children's Bureau was charged with identifying a lead agency in each State for Community-Based Child Abuse Prevention (CBCAP) grants. These grants support the development, operation, and expansion of initiatives to prevent child abuse and neglect, as well as the coordination of resources and activities to strengthen and support families to reduce the likelihood of child maltreatment. CBCAP grantees within each State often take leadership roles in coordinating special events and preparing materials to support Child Abuse Prevention Month, and they are required to report annually on their activities. In 2003, as part of the 20th anniversary of the original Presi-dential Proclamation designating April as Child Abuse Prevention Month, OCAN launched the National Child Abuse Prevention Initiative as a year-long effort. The theme of the 14th National Conference on Child Abuse and Neglect was devoted to preven-tion; at that time, a press conference was held to launch the initiative and release the publication, Emerging Practices in the Pre-vention of Child Abuse and Neglect. In addition, OCAN and Child Welfare Information Gateway partnered with PCAA and the child abuse prevention community to produce a variety of tools and resources to support national, State, and local public aware-ness activities. As momentum grew among national organizations and Federal agencies, an emerging consensus determined that building pub-lic will for child abuse prevention required engaging the public in efforts to support families and enhance parenting skills. When the U.S. Surgeon General named 2005 the Year of the Healthy Child, there was renewed commitment to make child abuse pre-vention a national priority. As a result, OCAN focused on making safe children and healthy families a shared responsibility, a theme that was also incorporated into the 15th National Conference. The theme expanded in 2007 when OCAN's resource guide and the 16th National Conference encouraged communities to join the effort to promote healthy families and work collabora-tively to provide responsive child abuse prevention and family support services. At the same time, OCAN invited 26 national or-ganizations to be national child abuse prevention partners so the message could reach a wider audience. Support for child abuse prevention efforts has expanded due in part to the growing body of evidence that suggests home visitation programs for preg-nant mothers and families with young children can reduce the incidence of maltreatment and improve child and family out-comes. In 2007, the Children's Bureau funded three grantees to implement and evaluate nurse home visitation services, and in 2008, it funded 17 cooperative agreements to generate knowledge about the use of evidence-based home visiting programs to prevent child abuse and neglect, including obstacles and opportunities for their wider implementation. Recently, the Patient Protection and Affordable Care Act of 2010 included a provision to create the Maternal, Infant, and Early Childhood Home Visit-ing Program. The Health Resources and Services Administration has partnered with ACF to implement this program to fund States and Tribes as they provide evidence-based home visitation services to improve outcomes for children and families in at-risk communities. OCAN continues to revise and expand the mission of the Child Abuse Prevention Initiative. The goal of strengthening families and communities was the theme for OCAN's most recent resource guide and the 17th National Confer-ence, where the National Child Abuse Prevention Partners, now grown to more than 30 organizations, met in person for the first time. The Children's Bureau's Centennial Celebration in 2012 will be an opportunity to celebrate the initiative's accomplish-ments while also envisioning future possibilities in child abuse prevention.Today, the Child Abuse Prevention Initiative contin-ues to be an opportunity to create strong communities to support families and keep children safe. Visit the National Child Abuse Prevention Month website for more information on the most current resources and national ef-forts.
U.S. state and local-government tax collections grew during the last three months of 2011 at the slowest pace
in a year, marking a step back from gains that helped ease the strain on public agencies. The Census Bureau
said today that states and local governments‘ tax revenue rose for a ninth-straight quarter, climbing 2.1 per-
cent from a year earlier to $387.2 billion in the fourth quarter. The increase was the smallest since the end of
2010, the data show. Property taxes rose 0.2 percent from a year before, the second-straight gain.
The pickup in the economy has lifted government tax revenue since late 2009, after the official end of the re-
cession. The influx of cash over the past year narrowed budget deficits facing states and some cities, lessening
the need for cuts in spending and jobs. State tax collections accounted for the bulk of the fourth- quarter
gains, though the increase was the smallest since the second quarter of 2010. The Census figures follow a re-
port this week by the Nelson A. Rockefeller Institute of Government estimating that state collections grew in
the fourth quarter at the slowest pace in 18 months, though the Census figures show a 3.5 percent increase,
larger than the 2.7 percent estimated by the institute. ―The economy is recovering and so are tax revenues, but
there‘s still a lot of weakness,‖ said Robert Ward, the institute‘s deputy director. ―It‘s very much a mixed pic-
ture.‖ The drop in the pace of growth reflects an economy that has yet to fully rebound, Ward said.
Still Above Projections
Even with the slowdown, the growth in tax collections toward the end of 2011 outstripped projections when
officials put together their spending plans last year. The total gain for states compares with revenue increases
of 1.6 percent forecast for the year, which began in July for most states, according to the National Association
of State Budget Officers. While states still expect to collect $49 billion less than they will need in the 2013
budget year, the shortfall is less than half that faced in the current year, according to the Center on Budget and
Policy Priorities. The Census figures show some stability for cities and counties hit by the real estate rout. To-
tal property-tax collections, a portion of which goes to states, rose to $177.2 billion. It was the second-straight
increase after three straight drops that began at the end of 2010. Local governments‘ share rose 0.6 percent to
$174.1 billion.
Economic Expansion
The change in tax collections came as the economy expanded at a 3 percent rate during the fourth quarter, the
quickest since mid-2010, as companies rebuilt inventories in anticipation of growing demand. Economists ex-
pect a 2 percent expansion this quarter, the median estimate of forecasters surveyed by Bloomberg. The re-
cent slowdown for states may reflect the rebounds from a year earlier, when collections were still recovering
from near-recession lows, Chris Mauro, the head of municipal strategy for RBC Capital Markets in New York,
said before today‘s report.
―You would expect the rate of growth would decline,‖ he said. ―But more importantly, we‘re not seeing enough
employment and income growth to produce a really firm and sustainable growth in state tax revenue.‖
“U.S. State, Local Tax Revenue Rises 2.1%, Slowest Pace in a Year” By William Selway - Mar 22, 2012 9:58 AM CT - www.bloomberg.com
April 18, 2012 Alabama Department of Transportation
1409 Coliseum Boulevard — Montgomery, AL Conference Room # 8 1:00 p.m. to 3:00 p.m.
Two Hours of CPE Offered COST: $15.00
―Find Strength in Numbers: Sampling Techniques to Improve Financial Audit, Control and
Program Performance.‖
AGA is pleased to announce its latest new audio conference on using
statistical sampling techniques. Statistical sampling plays an increas-
ingly important role in financial audit, internal control and program
evaluation. An appropriately selected statistical sample provides an
unbiased and statistically precise assessment of a population in ques-
tion. Depending on how data are organized, using different sampling
strategies could save money on evaluations and travel. This audio con-
ference addresses recent advances in sampling techniques applicable
to financial audit, internal control and program evaluation. It con-
cludes with case studies recently applied in several government
agencies. To share their knowledge and expertise in using statistical
sampling in auditing government operations are Albert Lee, Ph.D.,
senior economist, Summit Consulting LLC; and Denise S. Wu,
CGFM, CPA, partner, Clifton Gunderson LLP.
Please join us for two hours of lively discussion about this important
and timely topic. In addition to the speakers’ commentary, approxi-
mately 20 minutes is set aside for questions. Contact LaTaya Lucas
for more information at (334)353-5519.
Help Recognize Leaders in the Accountability Community
Through 13 AGA Awards! AGA's National Awards Committee is now accepting nominations for 13 national awards that recognize the leaders advancing our profession and setting the standards of excellence. These awards, covering research, education, chapter service, interna-tional achievement and many other areas, will be presented during AGA's 61st Annual PDC in San Diego, from July 29-Aug. 1. In many cases, individuals do not have to be members of AGA to be eligible. All nominations are due by Friday, April 13. Nomination forms are available online. For more information, contact Louise Kapelewski at AGA‘s National Office.
Deadlines: April 13, 2012: Deadline for receipt of
nominations Mid June 2012: Award recipients and non-
recipients notified. July 29– August 1, 2012: 61st Annual
Professional Development Conference San Diego, CA
The Community Service Committee needs your support!
Register today for the
Walk of Life for Breast Cancer
Saturday, April 21, 2012 Starting at Tallapoosa Street– 8:30 a.m.
Downtown Montgomery, AL Seeking additional Volunteers
Register for team at http://www.joytolife.org
If you register by March 31, 2012, the fee will be $30.00 and you will be guaranteed a Walk of Life t-shirt. The registration fee after March 31, 2012 will be $35.00. Team registrations can only be submitted online and will end on April 11, 2012 at 5:00 p.m. For those that do not want to participate in the walk or run, but would like to support Team AGA, please use the fol-lowing link to make donations: https://secure3.convio.net/jtl/site/TRR/WalkofLife/General?fr_id=1040&pg=tfind . Once you click the link above type in Team name: Team AGA, select search for a team and Team AGA name will appear with Terese Toby as Captain. If you would like to join Team AGA, click on the hyperlink join (in red letters) and follow the instruc-tions. If you are supporting Team AGA and would like to make a donation, click on the Team AGA hyperlink and select ―Support Team AGA‖ on the right side of the page and follow the instruc-tions. This is a great cause and your participation as well as do-nations and support are greatly appreciated.
If you have any questions, please contact Candace Moore at [email protected] or at 334-242-0669.
Join Association of Government Accountants Team!
AWARDS Robert W. King Memorial Award
Einhorn-Gary Award
Frank Greathouse Distinguished Leadership Award
Achievement of the Year Award
Educator Award
Cornelius E. Tierney/Ernst & Young Research Award
Chapter Education Award
Chapter Service Award
Community Service Award
International Achievement Award
Chapter CGFM Award
Emerging Leader Award of Excellence
Regional Coordinator Award
MONTGOMERY CHAPTER – AGA
ACCOUNTING
SCHOLARSHIP
APPLICATION
DEADLINE: APRIL 6, 2012
MONTGOMERY CHAPTER — AGA SCHOLARSHIP STATE EMPLOYEE Deadline: April 6, 2012
GENERAL QUALIFICATIONS:
The Montgomery Chapter of the Association of Government Accountants announces the availability of scholarships for the upcoming academic year in the amount of $1,000 and $500 to a full-time State employee. The scholarship values are $1,000 and $500 for full-time student or part-time student.
Undergraduate Student Qualifications:
1. The applicant must be an accounting major with an interest in government accounting. 2. The applicant must have obtained a junior standing by the upcoming fall term. 3. The applicant must have completed Intermediate Accounting I (or equivalent) and have declared accounting as his or her major course of study. 4. The applicant must have at least one term of study remaining as of May 1 of current year. 5. The applicant must be a full-time or part-time student as determined by the university require-ments. 6. The applicant must have a minimum overall grade point average of 2.0 on a 3.0 scale or 3.0 on a 4.0 scale. The applicant must be a legal resident of Alabama and a citizen of the United States.
Graduate Student Qualifications: 1. The applicant must have earned an undergraduate degree in accounting or a concentration in ac-counting as defined by the Alabama State Board of Accountancy. 2. The applicant must be working toward one of the following: MBA, MPA, MIS, Masters Degree in Accounting or other closely related course of study. 3. The applicant must be at least a part-time student as determined by university requirements. 4. The applicant must have maintained an overall undergraduate grade point average of 2.0 on a 3.0 scale or 3.0 on a 4.0 scale. 5. The applicant must be a legal resident of Alabama and a citizen of the United States.
MONTGOMERY CHAPTER — AGA SCHOLARSHIP CHAPTER MEMBER
Deadline: April 6, 2012
GENERAL QUALIFICATIONS:
The Montgomery Chapter of the Association of Government Accountants announces the availability of scholarships for the upcoming academic year in the amount of $1,000 and $500 to a member of the Montgomery Chapter of the Association of Government Accountants. The applicant must be a paid-up member of the Montgomery Chapter of the Association of Government Accountants and must have been a member for at least twelve (12) consecutive months prior to the scholarship application. The scholarship values are $1,000 and $500 for full-time student or part-time student.
Undergraduate Student Qualifications:
The applicant must be an accounting major with an interest in government accounting. The applicant must have obtained a junior standing by the upcoming fall term. The applicant must have completed Intermediate Accounting I (or equivalent) and have declared
accounting as his or her major course of study. The applicant must have at least one term of study remaining as of May 1 of current year. The applicant must be a full-time or part-time student as determined by the university require-
ments. The applicant must have a minimum overall grade point average of 2.0 on a 3.0 scale or 3.0 on a 4.0
scale. The applicant must be a legal resident of Alabama and a citizen of the United States.
Graduate Student Qualifications:
The applicant must have earned an undergraduate degree in accounting or a concentration in ac-counting as defined by the Alabama State Board of Accountancy.
The applicant must be working toward one of the following: MBA, MPA, MIS, Masters Degree in Accounting or other closely related course of study.
The applicant must be at least a part-time student as determined by university requirements. The applicant must have maintained an overall undergraduate grade point average of 2.0 on a 3.0
scale or 3.0 on a 4.0 scale. The applicant must be a legal resident of Alabama and a citizen of the United States.
MONTGOMERY CHAPTER – AGA SCHOLARSHIP
CHILD OF CHAPTER MEMBER Deadline: April 6, 2012
GENERAL QUALIFICATIONS:
The Montgomery Chapter of the Association of Government Accountants announces the availability of scholarships for the upcoming academic year in the amount of $1,000 and $500 to a child of a member. The applicant’s parent must be a paid-up member of the Montgomery Chapter of the Association of Government Accountants and must have been a member for at least twelve (12) consecutive months prior to the scholarship application. The scholarship values are $1,000 and $500 for full-time student or part-time student.
Undergraduate Student Qualifications:
The applicant must be an accounting major with an interest in government accounting. The applicant must have obtained a junior standing by the upcoming fall term. The applicant must have completed Intermediate Accounting I (or equivalent) and have declared
accounting as his or her major course of study. The applicant must have at least one term of study remaining as of May 1 of current year. The applicant must be a full-time or part-time student as determined by the university requirements. The applicant must have a minimum overall grade point average of 2.0 on a 3.0 scale or 3.0 on a 4.0
scale. The applicant must be a legal resident of Alabama and a citizen of the United States.
Graduate Student Qualifications:
The applicant must have earned an undergraduate degree in accounting or a concentration in ac-counting as defined by the Alabama State Board of Accountancy.
The applicant must be working toward one of the following: MBA, MPA, MIS, Masters Degree in Accounting or other closely related course of study.
The applicant must be at least a part-time student as determined by university requirements. The applicant must have maintained an overall undergraduate grade point average of 2.0 on a 3.0
scale or 3.0 on a 4.0 scale. The applicant must be a legal resident of Alabama and a citizen of the United States.
MONTGOMERY CHAPTER – AGA ACCOUNTING SCHOLARSHIP
Deadline: April 6, 2012
The Montgomery Chapter of the Association of Government Accountants announces the availability of scholarships for the upcoming academic year in the amount of $1,000 and $500.
QUALIFICATIONS: The applicant must be an accounting major with an interest in government accounting.
The applicant must have obtained at least a junior standing by the upcoming fall term. The applicant must have completed Intermediate Accounting I (or equivalent) and have declared
accounting as his or her major course of study. The applicant must have at least one term of study remaining as of May 1 of the current year. The applicant must be a full-time or part-time student as determined by the university require-
ments. The applicant must have a minimum overall grade point average of 2.0 on a 3.0 scale or 3.0 on a 4.0
scale
Completed Application Form, Written Statement and Official Transcript from your university must be received by April 6, 2012 to be considered for upcoming academic year.
Name:
Campus Address:
Campus Telephone:
Home Address:
Home Telephone:
Classification for upcoming fall term:
Term in which applicant completed Intermediate Accounting I (or equivalent):
Grade Point Average and Scale:
Is applicant a full-time student?
Credit hours planned for next term (specify semester hours)
Is applicant a legal resident of Alabama (state residency in years/months):
NOTE TO APPLICANT:
Your written statement, in fifty (50) words or less, giving the reason you are applying for this scholarship and indicating your interest in government must accompany this application. The completed application, written statement, and official transcript (mailed by your university) must be received by April 6. Mail to: Association of Government Ac-countants, Kay Wilson, Scholarship Committee Chair, P. O. Box 1001, Montgomery, Alabama 36101.
Name:
Signature:
Social Security Number:
Date:
MONTGOMERY CHAPTER ASSOCIATION OF GOVERNMENT ACCOUNTANTS
SCHOLARSHIP APPLICATION
Name:
Employer and Address:
Address:
City, State, Zip:
Telephone:
Classification for upcoming fall term:
If Graduate, date undergraduate degree received or date of concentration in accounting was completed:
Major: Grade Point Average & Scale:
Graduate Applicants - Source of Graduate Study Planned:
Term in which applicant completed Intermediate Accounting I (or equivalent):
Is applicant a full-time student?
Credit hours planned for next term (specify semester hours)
Is applicant a legal resident of Alabama (state residency in years/months):
NOTE TO APPLICANT:
Your written statement, in fifty (50) words or less, giving the reason you are applying for this scholarship and indicating your interest in government must accompany this application. The completed application, written statement, and offi-cial transcript (mailed by your university) must be received by April 6. Mail to: Association of Government Account-ants, Kay Wilson, Scholarship Committee Chair, P. O. Box 1001, Montgomery, Alabama 36101.
Name:
Signature:
Social Security Number:
Date:
MONTGOMERY CHAPTER ASSOCIATION OF GOVERNMENT ACCOUNTANTS
SCHOLARSHIP APPLICATION FULL-TIME STATE EMPLOYEE
Name:
Chapter Member’s Name:
Address:
City, State, Zip:
Telephone:
Classification for upcoming fall term:
If Graduate, date undergraduate degree received or date of concentration in accounting was completed:
Major:
Graduate Applicants - Source of Graduate Study Planned:
Term in which applicant completed Intermediate Accounting I (or equivalent):
Is applicant a full-time student?
Credit hours planned for next term (specify semester hours)
Is applicant a legal resident of Alabama (state residency in years/months):
NOTE TO APPLICANT:
Your written statement, in fifty (50) words or less, giving the reason you are applying for this scholarship and indicating your interest in government must accompany this application. The completed application, written statement, and official transcript (mailed by your university) must be received by April 6. Mail to: Association of Government Ac-countants, Kay Wilson, Scholarship Committee Chair, P. O. Box 1001, Montgomery, Alabama 36101.
Name:
Signature:
Social Security Number:
Date:
MONTGOMERY CHAPTER ASSOCIATION OF GOVERNMENT ACCOUNTANTS
SCHOLARSHIP APPLICATION CHAPTER MEMBER OR
CHILD OF CHAPTER MEMBER
PRESIDENT William Waldroff 242-5449 [email protected]
PRESIDENT-ELECT Pamela Henderson 242-2368 [email protected]
IMMEDIATE PAST PRESIDENT Keren Deal 242-3495 [email protected]
TREASURER Carmen Leonard 242-6383 [email protected]
SECRETARY Ruby Smith 242-9445 [email protected]
ASSISTANT SECRETARY Shelia Hatcher 353-1840 [email protected]
PROGRAMS Keren Deal, Director 244-3495 [email protected]
EDUCATION LaTaya Lucas, Director 353-5566 [email protected]
MEMBERSHIP Pamela Hill, Director 353-8855 [email protected]
Jackayla Baker [email protected]
Pamela Hill [email protected]
Marcus Johnson [email protected]
Shontessa Johnson [email protected]
Demetrius Kemp Demetrius [email protected]
MEETINGS Kimwana Robinson, Director 242-2413 [email protected]
Wanda Dillard [email protected]
Kathy Prevo [email protected]
Nicole Skipper [email protected]
Susie White [email protected]
COMMUNICATIONS/NEWSLETTER Schenese Wade, Director 242-6365 [email protected]
Carolyn Rhodes [email protected]
EARLY CAREER Pamela Hill, Director 353-8855 [email protected]
COMMUNITY SERVICE Terese Toby, Director [email protected]
Beverlyn Dean [email protected]
Ruthie Bonds [email protected]
Valerie Byrd [email protected]
Shontrail Hughes [email protected]
Mary Mangum [email protected]
Candace Moore [email protected]
Saketa Wilkerson [email protected]
Janice Herring [email protected]
SPONSORSHIP Cindy Reaser, Director 242-5690 [email protected]
SCHOLARSHIPS Kay Wilson, Director 844-4648 [email protected]
Sandra Steele [email protected]
AUDIT Margie Toney, Chair 353-7875 [email protected]
Annie Patterson [email protected]
AWARDS Lisa Chadwick, Director [email protected]
BY LAWS AND PROCEDURES Robert Brantley, Director [email protected]
PROFESSIONAL CERTIFICATION / CGFM Sandra Steele, Director 241-4107 [email protected]
Patrick Hemme, Co-Director [email protected]
Rachel Chou [email protected]
Lorraine DeRamus [email protected]
Dixie Black [email protected]
EMPLOYMENT Marcus Johnson, Director 242-1831 [email protected]
Jackayla Baker [email protected]
Shontessa Johnson [email protected]
RESEARCH Robert Brantley, Director [email protected]
WEBMASTER Demetrius Kemp 353-4511 [email protected]
The meeting was called to order at 11:14a.m by the President. A motion was made to review min-utes for last month‘s meeting, which were unavailable. The treasury report was disbursed and reviewed. Report was ac-cepted as presented. The Committee began receiving reports. Education Committee– Flyers for spring seminar were dis-cussed. New audio conference flyer will offer a saving package for multiple audio conferences at a discounted price. Fall seminar date may change due to a holiday following on Monday after the Friday of the seminar.
Programs Committee – The Committee will address changes in the CGFM test. The test will include more GASB information. A webinar will be on March 22nd for those who are interested in CGFM certification. It will go into the detail of what parts of GASB to study before testing.
Meetings Committee –Gift cer-tificates for luncheons will be modified to include committee code. This will ensure they are valid. Revenue of 2012-2013 luncheon dates was discussed.
Membership Committee- Mem-bership fees have been sent to AGA National. Check is out-standing as of meeting date.
Community Service Committee- Joy for Life will be April 21st in downtown Montgomery, AL starting at Tallapoosa Street at 8:30 a.m. Relay for Life of Mont-gomery will be Friday, April 27th at 6:00 p.m. at Cramton Bowl.
Awards Committee-The deadline for awards are due by the end of this March for AGA National. Other news: Dr. Keren Deal an-nounced she will step down from Regional position due to other commitments. The Committee will address the spring seminar to get more participation from members. Meeting was ad-journed by President. The next meeting is scheduled on April 12, 2012 at 11:00 a.m.
Montgomery Chapter of Association of Government AccountantsMontgomery Chapter of Association of Government AccountantsMontgomery Chapter of Association of Government Accountants
Profit and Loss Budget vs. ActualProfit and Loss Budget vs. ActualProfit and Loss Budget vs. Actual
June 1, 2011June 1, 2011June 1, 2011---March 27, 2012March 27, 2012March 27, 2012
June 1-Mar 23 Budget Over Budget % of Budget
Income:
Audio Conference Fees 1444.00 2400.00 -956.00 60.17%
Chapter Dues 1118.18 2100.00 -981.82 53.25%
Community Service Efforts 3365.00 500.00 2865.00 673.00%
Education
Fall Seminar 35860.00 33760.00 2100.00 106.22%
Spring Seminar-2012 120.00 4800.00 -4680.00 2.50%
Spring Seminar-2011 400.00 0.00 400.00 100.00%
Total Education 42307.18 43560.00 -1252.82 97.12%
GAAF 0.00 2500.00 -2500.00 0.00%
Interest 34.43 50.00 -15.57 68.86%
Luncheons 6139.00 8190.00 -2051.00 74.96%
Membership and Recruitment 639.00 369.00 270.00 173.17%
Membership Dues-Income 290.00 1350.00 -1060.00 21.48%
Early Career 0.00 200.00 -200.00 0.00%
AGA National Survey 200.00 0.00 200.00 100.00%
American Express 38.69 0.00 38.69 100.00%
Awards Committee -USB drives 15.00 0.00 15.00 100.00%
Shirt Sales 0.00 0.00 0.00 0.00%
Sponsorships 500.00 2500.00 -2000.00 20.00%
Total Income: 50163.30 58719.00 -8555.70 85.43%
Expenses:
Audio Conference -Expense 1593.98 1600.00 -6.02 99.62%
Awards/ Speaker Gifts 459.79 500.00 -40.21 91.96%
American Express 7.95 0.00 0.00 0.00%
Bank Service Charge 183.70 40.00 143.70 459.25%
CGFM Committee 0.00 200.00 -200.00 0.00%
Community Service-Expense 6416.22 800.00 5616.22 802.03%
Early Career 0.00 500.00 -500.00 0.00%
Education-Expense 6275.14 11126.45 -4851.31 56.40%
Financial Audit 250.00 325.00 -75.00 76.92%
Luncheons/Parking 7277.00 8190.00 -913.00 88.85%
Member Recruitment-Exp 435.72 1200.00 -764.28 36.31%
Membership Dues 18330.00 18900.00 -570.00 96.98%
Meeting Committee 90.15 100.00 -9.85 90.15%
Miscellaneous-Global Fees 321.93 539.40 -217.47 59.68%
Postage 95.03 100.00 -4.97 95.03%
Printing/ Office Supplies 0.00 200.00 -200.00 0.00%
Refunds- Fall Seminar-2012 350.00 0.00 350.00 100.00%
Refund-Audio 2012 15.00 0.00 15.00 100.00%
Refund-Luncheon 2012 28.00 0.00 28.00 100.00%
Registration-PDC 775.00 5000.00 -4225.00 15.50%
Scholarships 0.00 3000.00 -3000.00 0.00%
Scholarships-CGFM 981.00 981.00 0.00 100.00%
Shirt Sales- Expense 0.00 0.00 0.00 0.00%
Shirt Sales-Reimbursement 0.00 0.00 0.00 0.00%
Sponsorships 200.00 2500.00 -2300.00 8.00%
Travel 657.46 600.00 57.46 109.58%
Webpage 586.26 1000.00 -413.74 58.63%
45329.33 57401.85 -12072.52 78.97%
4833.97 1317.15 3516.82 367.00%
MONTGOMERY AGAMONTGOMERY AGAMONTGOMERY AGA CEC Meeting Minutes
March 13, 2012
ASSOCIATION OF GOVERNMENT ACCOUNTANTS
Montgomery Chapter Newsletter
The Capital City Focus Post Office Box 1001
Montgomery, AL 36101
MONTGOMERY AGAMONTGOMERY AGAMONTGOMERY AGA June 1, 2011 — May 31, 2012
Summary of Receipts and Disbursements For the Period of June 1— March 27, 2012
Sun Mon Tue Wed Thu Fri Sat
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30
April 2012
CGFM
Study
Session
CGFM
Study
Session
CGFM
Study
Session
CGFM
Study
Session
Spring Seminar
Beginning YTD Receipts YTD Outstanding Ending Balance Disbursements Checks Balance
Share Acct $ 30.57 $ - $ 30.57
Checking $ 11,383.70 $ 50,163.30 $ (43,085.91) $ (2,243.42) $ 16,217.67
Total of Accts $ 16,248.24
Bank Reconciliation:
Ending Balance @ Max FCU as of 03/27/2012 $ 18,461.09
Plus: Deposits in Transit $ -
Less: Outstanding Checks $ 2,243.42
Check Register Balance as of 03/27/2012 $ 16,217.67
Plus: Share Balance $ 30.57
Share and Checking Balance as of 03/27/2012 $ 16,248.24
Check Register Balance as of 03/27/2012 $ 16,217.67
Deadlines: Spring
Seminar Registration &
Chapter Scholarships
Relay
for Life
Walk of Life