boston’s beacon - aga boston · pdf filenews from national volume 2006-2007, issue 1...

Boston’s Beacon Volume 2006-2007, Issue 1 July 2006

Inside this Issue Annual Awards ........................ 2, 3 Chapter Balance Sheet .................. 4 Chapter Recognition Program ...... 4 CEC Meeting Highlights .............. 2 Member News............................... 4 Membership Application .............. 9 National Office News ................... 7 Officers & Directors List………..10 Trivia…………………………….6 Websites………………..………..6

Calendar of Events Boston Chapter September 21, 2006 Chapter Lunch Meeting with Guest Speaker

October 19, 2006 Fall Seminar - Lombardo’s Randolph, MA

November 14, 2006 Fall Workshop

December 7, 2006 Annual Holiday Charity Lunch

January 18, 2007 Winter Workshop - Volpe Transportation Building, Cambridge, MA

February 15, 2007 Chapter Lunch Meeting with Guest Speaker March 13, 2007 Regional PDC - Bentley College, Waltham, MA

National September 25-26, 2006 National Internal Control and Fraud Conference at Hyatt Regency Atlanta Hotel in Atlanta, GA

October 30-31, 2006 National Performance Management Conference at the Renaissance Schaumburg Hotel & Convention Center, Schaumburg, IL

President’s Message First, as a chapter member, I would like to thank David LeBlanc and the AGA Board for an excellent year. We have had some superb training events, and the end of year harbor cruise was terrific fun. As in-coming president, I must thank David and the Board for their great advice and counsel. I have had a wonderful opportunity over the past year to observe David and his executive committee plan and execute chapter activities in a most effective manner. Our chapter has been in great hands. With all of that in mind, I look forward to our next operating year and hope that our events will be of value to each of you. Although I do know a number of the chapter members, I have not had the distinct opportunity to get to know everyone. I hope that during the year that we will have an opportunity to meet, talk about our profession (or anything else), and work together in advancing our knowledge and skills. It is very important that the chapter serve all members as a valued source to learn more, to build relationships, and to promote sound fiscal management and governance. As I look forward, I am honored to take the helm and am comforted that there are a host of good hands available to assist. I am also very proud of the Boston AGA Chapter and look forward to the upcoming year. Now let’s have some good Fun!! John Beveridge

Volume 2006-2007, Issue 1 July 2006

CEC Meeting Highlights The Boston Chapter Executive Committee's next meeting is scheduled for July 11, 2006.

2006 AGA Awards The following is the list of awards won by the Chapter or Chapter members this past year:

National Recognition Martin J. Benison, CGFM, Comptroller of the Commonwealth of Massachusetts, has been awarded the prestigious Frank Greathouse Award for Distinguished Leadership.

Wallace A. Franklin, CGFM, CGA, Audit Manager at the MA Office of the State Auditor, has been awarded the Chapter Service Award for Group B.

David A. LeBlanc, CGFM, Director of Audit and Compliance at the MA Department of Education, received the Chapter Recognition Award—Platinum Level.

Nicholas Dahl, CGFM, CGAP, Audit Manager at the U.S. Department of Veterans Affairs, Office of the Inspector General, received the Regional Vice President Recognition Award.

Julia P. Burns, CGFM, Director of Quality Assurance at the MA Comptroller’s Office was awarded the Group B Chapter Newsletter Editor’s Award

AGA Lifetime Membership Recognition Boston Chapter members who recently received AGA Lifetime memberships are Alson A. Castonquay; Bernard T. Dembro, Jr.; George C. Dimitrakis; Jacintho J. Farea, CPA; Joseph B. D'Alessandro; Louis Lucas; Martin L. Leonard, CGFM; Thomas H. McCormack; Walter S. Dunbar, Jr., CGFM, CPA; and William Melymuka.

AGA — Boston Chapter Recognition

Thomas L. Cargill, Jr. of the U.S. Department of Veterans Affairs, Office of the Inspector General received the Mel Partol Memorial Award.

Massachusetts Water Resources Authority received the Agency Chapter Service Award.

Yvette Johnson, Tina Mele and Nita Trivedi of the MA Office of the State Auditor received the Annual Achievement Award.

Frank Ray of the MA Office of the State Auditor received the Community Service Award.

Shawn Warren, CPA, a partner at KPMG LLP, received the Chapter Educator Award.

Coleen Kelter of the MA Office of the State Auditor received the President’s Award.

Matthew J. King received the $1,000 Walter Frese Memorial Scholarship.

Andrew D. LeBlanc received the $1,000 George Brady Memorial Scholarship.

This award is pre-sented to formally recognize govern-ment employees who have demonstrated sustained outstanding leadership and nota-ble contributions to

financial management, and to encourage increased interest, growth, development and distinctive leadership in the field of financial management.

This award recognizes individuals who have made consistent contri-butions to an AGA chapter, to the develop-ment and enhancement of the chapter and dis-tinguished or spectacu-

lar contributions to the chapter during the year of nomination.

National Recognition Martin J. Benison, CGFM, Comptroller of the Commonwealth of Massachusetts, has been awarded the prestigious Frank Greathouse Award for Distinguished Leadership.

National Recognition Wallace A. Franklin, CGFM, CGA, Audit Manager at the MA Office of the State Auditor, has been awarded the Chapter Service Award for Group B.


Frank Ray (left) receiving the Chapter Community Service award

Tina Mele receiving the Chapter Annual Achievement Award

Boston Chapter AGA 2006 Annual Awards Dinner

On June 2 the Boston Chapter of the AGA held it's 2006 Annual Awards Dinner aboard the Spirit Elite cruising around Boston Harbor. The Chapter members and their guests didn't let the rain and an overcast sky dampen their spirits as they had a three hour dinner cruise while honoring this year's award win-ners. After opening remarks from Chapter President, David LeBlanc, CGFM, and Awards Director, William Muench, CGFM the attendees recognized the annual scholarship win-ners and award winners while enjoying a buffet dinner and a different view of the Boston skyline. The majority opinion seemed to be that this location was one that should be visited again next year. To all of the award and scholarship winners, congratulations.

Chapter Members and guests enjoying the cruise and the ceremony

Boston’s Beacon February 2004

Boston Chapter Balance Sheet May 31, 2004

Assets Cash Checking Account $ 3,706 Savings Account 15,029 Certificates of Deposit 12,425 Total Cash $31,160 Accounts Receivable 0 Total Accounts Receivable 0 Total Assets $31,160 Liabilities and Fund Balance Accounts Payable $ 0 Current Fund Balance 31,160 Total Liabilities and Fund Balance $31,160

From the Editor… Do you know someone in the Boston Chapter who has recently received promotion, accepted a new position, retired or won an award? Would you like to share your good news with fellow AGA members? Or maybe you’re interested in writing a technical article for an upcoming issue of Boston’s Beacon.

Please forward submissions for the next issue of Boston’s Beacon to

[email protected].

Thanks!


Go for Growth! Membership Update

The Boston Chapter membership for the program year just ended was:

255 Active Members 28 New Members 3 Members Transferred In

****************************

Boston Chapter Balance Sheet May 31, 2006

Assets Cash Checking Account $15,825 Savings Account 8,155 Certificates of Deposit 12,892 Total Cash $36,872 Accounts Receivable Regional PDC, Bentley College $ 1,300 Spring Workshop, O’Neill Bldg 170 Total Accounts Receivable $ 1,470 Total Assets $38,342 Liabilities and Fund Balance Accounts Payable $ 0 Current Fund Balance 38,342 Total Liabilities and Fund Balance $38,342

Chapter Recognition Program The Chapter Recognition Program is designed to support, encourage, and promote the accomplishment of AGA’s mission and to provide flexible noncompetitive guidelines for a well-rounded chapter. The Chapter Recognition Program year begins on May 1st and concludes on April 30th.

Boston Chapter credits as of April 30, 2006 were:

Maximum Credits Credits % of Categories Credits Earned Allowed Avail Leadership, Planning & Participation 3,000 4,100 3,000 0% Education & Professional Development 4,000 6,250 4,000 0% Certification 4,000 6,700 4,000 0% Communications 3,000 9,583 3,000 0% Membership 3,000 3,750 3,000 0% Community Service 2,000 51,300 2,000 0% Awards 1,000 2,850 1,000 0%

Total 20,000 84,833 20,000

Member News

Sharon and Barry Sims have each passed part two of the CGFM exam.

Kelly Lanier has joined the Mass Department of Education as a Supervising Auditor.

Michael Gagan of the Mass State Auditors Office has been promoted to Senior Auditor.

William Stallworth of the Mass Department of Public Health has passed parts 1 & 2 of the Certified Internal Auditor’s exam.

Elaine Schmied of the US Dept of the Navy received an award at the ASMC PDI in San Diego from the Assistant Secretary of the Navy

Congratulations to each of these individuals

Independence Day

Independence Day celebrates the birthday of the

United States of America. Founded July 4th 1776, with the signing of the Declaration of Independence, America is celebrating it's 230th birthday this year.

Speaker Database The AGA-Boston Chapter is building a speaker database. Do you know a dynamic speaker who you would like to see at an upcoming educational event? Are you a speaker who would like to be included in the database? Please send the speaker’s name, address, phone number, e-mail address and potential topics to the Chapter’s Director of Registration—Howard Olsher, CGFM at [email protected].

Around the New England Region Meetings for the Hartford Chapter are generally held at 6:00 p.m. on the third Wednesday of each month from September to May. The meeting location is the Marco Polo Restaurant, 1250 Burnside Avenue, East Hartford, CT.

Visit the New England Region online! Hartford Chapter at www.agahartford.org

Maine Chapter at www.gwi.net/~aga/

TRIVIA QUESTION!

This song individually sold more U.S. war bonds than anything else during World War II. It sold $600 million worth. What is the name of

the song?

Answer found elsewhere in the newsletter.


Boston’s Beacon is published by the Association of Government Accountants—Boston Chapter.

Comments should be forwarded to [email protected]

July Quote

“Yesterday the greatest question was decided which ever was debated in

America; and a greater perhaps never was, nor will be, decided among men. A

resolution was passed without one dissenting colony, ''that these United

Colonies are, and of right ought to be, free and independent States.''

John Adams

Websites of Interest American Society for Public Admin (ASPA) ......................................www.aspanet.org MA Chapter of ASPA.......................................................................www.massaspa.net Association of Certified Fraud Examiners (CFE)................................ www.cfenet.com Greater Boston Chapter of CFE.................................................... www.acfc-boston.org Association of Government Accountants ..........................................www.agacgfm.org AGA Boston Chapter........................................................ www.aga-boston-chapter.org AGA Hartford Chapter ................................................................. www.agahartford.org AGA Maine Chapter........................................................................ www.gwi.net/~aga/ COSO....................................................................................................... www.coso.org First Gov ............................................................................................ www.firstgov.gov Governmental Accounting Standards Board............................................ www.gasb.org Government Executive .....................................................................www.govexec.com Institute of Internal Auditors (IIA) .........................................................www.theiia.org IIA Greater Boston Chapter ...............www.theiia.org/chapters//index.cfm/name.page/cid/13 Intergovernmental Audit Forum ....................................................www.auditforum.org International Accounts Payable Professionals (IAPP) .........................www.aippnet.org National Assoc of State Auditors, Comptrollers & Treasurers ..............www.nasact.org National Assoc of State Comptrollers................ www.nasact.org/community/nasc.html National Assoc of State Treasurers.....................www.nasact.org/community/nast.html National State Auditors Association .................. www.nasact.org/community/nsaa.html National Electronic Commerce Coordinating Council ..............................www.ec3.org

http://www.brainyquote.com/quotes/quotes/j/johnadams148172.html�

News from National


AGA’s Internal Control & Fraud Conference AGA is proud to announce its latest educational offering. The First National Internal Control and Fraud Conference will be held on September 25-26, 2006 at the Grand Hyatt Hotel

in downtown Atlanta, GA. With a theme of "Fraud Prevention and Detection: The Newest Tools and Techniques," the conference will focus on management's responsibility for ensuring a good system of internal controls and the role of all accountability professionals in minimizing the risk of fraud, waste and abuse.

Hear from leaders in government and private industry who will discuss the latest discovery techniques and lessons learned from various schemes, and how different levels of government are cooperating to improve services to citizens.

The “Fraud Conference” will bring together leaders from all levels of government, the private sector and academia. In addition to an outstanding technical , this event offers unparalleled opportunities to network, exchange ideas and share best practices with colleagues and friends.

Register today and secure your place at AGA’s newest educational and networking event!

AGA's Second Annual National Performance Management Conference AGA's Second Annual National Performance Management Conference is on the calendar for October 30-31, 2006 at the Schaumburg Hotel & Convention Center, Schaumburg, IL, just outside of Chicago. Watch the AGA website and future issues of TOPICS for more information!

Just Published AGA Research Report—Get Your Free Copy! AGA’s Thought Leadership Series continues with a fourth published report, The Federal Purchase Card: Use, Policy and Best Practice. This report summarizes the findings of a study of purchase card (government issued charge cards used for purchases) use by federal government agencies. This study is the first research into the topic to focus solely on federal use of procurement cards. The study is part one of a four-part series. We expect that the full study when completed will provide helpful guidance on best practices for card use in the federal government community. The subsequent three phases of this AGA study series will review purchase card use by state and local governments; the travel card-government issued charge cards used for travel by federal government agencies; and the travel card used by state and local governments. If you would prefer a hardcopy, please contact Susan Fritzlen at [email protected].

AGA Member Needs Assessment Survey—Help Us to Help You! As part of our ongoing effort to ensure that your AGA membership is as valuable as possible, a Member Needs Assessment Survey was launched in May. This survey will be administered and tabulated by Industry Insights, Inc., an independent research firm. The 15-minute survey will provide AGA with valuable information about your interests and needs, and what you are looking for in a professional association. Your confidential surveys will go directly to Industry Insights, which will report responses in composite only. So, watch for your invitation to take the survey. Together we can bring the Association to even greater heights!

TRIVIA ANSWER!

Kate Smith’s "God Bless America"


Boston’s Beacon February 2004

John W. Beveridge, CPA, CGFM President Office: 617-727-6200 E-mail: [email protected] Wallace Alan Franklin, CGFM, CGA President-Elect Office: 508-792-7810 E-mail: [email protected] David A. LeBlanc, CGFM Immediate Past President Newsletter Editor Office: 781-338-6485 E-mail: [email protected] Richard Sullivan, CPA Secretary Office: 781-937-9322 E-mail: [email protected] Maria Mamakos Treasurer Office: 781-338-6537 E-mail: [email protected]

Susan Tefft, CPA, CGFM Director of Membership Office: 781-338-6589 E-mail: [email protected] Howard Olsher, CGFM, CFE Director of Registration Office: 617-727-6200 E-mail: [email protected] William Muench, CPA, CGFM Director of Scholarships and Awards Office: 508-490-4019 E-mail: [email protected] Mary T. Leyden, CGFM Career Day Chair Tel: 617-236-1630 Daniel Simmons Webmaster E-mail: [email protected]

Julia P. Burns, CGFM Vice President for Education and Programs Office: 617-973-2452 E-mail: [email protected] Christine Donohoe Vice President for Planning Office: 617-946-4461 E-mail: [email protected] Nick Dahl, CGFM Director of Bylaws and Procedures Office: 781-687-3141 . E-mail: [email protected] . Joseph Valchuis, CFE Director of Professional Certification Office: 617-727-0025 E-mail: [email protected] Kimberly Rapoza, CGFM, CPA Director of Community Service Office: 617-565-2019 E-mail: [email protected]

2006 - 2007 Officers, Directors and Chairs

Association of Government Accountants Boston Chapter c/o 17 Pleasant Street Malden, MA www.aga-boston-chapter.org

Platinum

Chapter


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