message from the chapter president1978 master of business administration degree in management,...
TRANSCRIPT
Hello to all of our AGA members and friends. Welcome to the February 2014 issue of the Capital City Focus. The Montgomery Chapter has been on the move ever since the planning phases last summer. We’ve enjoyed four regular Chapter meetings, one full-day educational seminar, and one membership recruitment and retention event. Mark your calendar now, and remember to visit the website at montgomeryaga.org to register for our February meeting. Please note an important change: the February luncheon will be held on TUESDAY, FEBRUARY 11, at 11:30, instead of Thursday, February 13, at noon, at the RSA Plaza, 6th floor. This change was made in order to combine the ASMC February meeting and the AGA February meeting into one luncheon. This collaboration benefits both associations and allows ASMC to provide the February luncheon speaker, Mr. Theodore Williams, the Auditor General of the Air Force, who will be visiting Maxwell AFB from Washington, D.C. This luncheon will offer one hour of CPE credit, at the same low price of $15. Don’t miss the AG’s important presentation on audit readiness. At our January luncheon, we were joined by Lt. Colonel Rick Diggs and the American Society of Military Comptrollers (ASMC). Our speaker was Mayor Todd Strange. He was accompanied by the City of Montgomery’s Finance Director, Mr. Barry Crabb. We certainly enjoyed all of our guests and look forward to sharing with them again. Another high quality event was sponsored by the Chapter’s Membership Committee and Chapter Executive Committee Tuesday, January 21. Our Early Career and Young Professional Lunch N’ Learn was held at Baumhower’s. The event was well attended and very enjoyable. Three speakers graciously shared insight, personal experiences, wisdom and encouragement concerning professional certifications, education, career paths, and the benefits of membership, including the networking opportunities, offered by AGA. Soon, the Chapter will announce the establishment of a Young Professionals Advisory Group, indicative of our desire and need to learn from the younger generations of professionals and keep them involved with AGA. For questions about the YP advisory group, email your inquiry to [email protected]. At the national level, AGA continues to offer valuable training opportunities. On February 11-12, the 2014 National Leadership Training will be held in Washington, D.C. That training offers 14 hours of CPE. Also, plans are underway for our 2014 Professional Development Training (PDT), to be held July 13-16 in Orlando, FL. More information is available at agacgfm.org. Let me close by reminding you to check out the academic scholarship information, CGFM updates, awards information, community service opportunities, and much more, in this issue of the Capital City Focus. Hope to see you on the 11th! Happy Valentine’s Day!
Margie Toney, President
Montgomery Chapter AGA, 2013-2014
M E S S A G E F R O M T H E C H A P T E R P R E S I D E N T
AGA’S MISSION:
AGA fosters learning, certification, leadership and collaboration for
professionals and stakeholders committed to advancing government accountability.
THEME: “CONNECT”
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F e b r u a r y 2 0 1 4 V o l u m e X V I I I , I s s u e 6
S p e c i a l p o i n t s o f i n t e r e s t :
Chapter Scholarship Information & Applications
Community Service - 2014 Walk of Life
January’s Luncheon Winners & Chapter
Recognition Points
Condolences to Harris Family
Monthly CEC Meeting Minutes & Treasury Report
Monthly Calendar
Message from Chapter President
February’s Monthly Luncheon & Speaker
Upcoming Webinars
Speaker Evaluation & Membership
Young Professionals Information
CGFM Updates
Career Opportunities
CONNECT TO AGA
AGA Montgomery on:
Facebook Twitter LinkedIn
AGA National on:
GovLoop
www.motgomeryaga.org
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T H E C A P I T A L C I T Y F O C U S
President Margie Toney [email protected]
President Elect LaTaya Lucas [email protected]
Immediate Past President Pamela Henderson [email protected]
Treasurer Kay Wilson [email protected]
Financial Secretary Nicole Boswell [email protected]
Secretary Shelia Hatcher [email protected]
Assistant Secretary Sandra Steele [email protected]
Directors & Committee Members
Accountability Carmen Leonard [email protected]
Pamela Hill [email protected]
Angela Stokes [email protected]
Schenese Wade [email protected]
Audit Gladys Gray [email protected]
Awards Dennice Hillard [email protected]
Jackayla Baker [email protected]
LaVerne Cox-Williams [email protected]
By Laws and Procedures Vacant
CGFM/Professional Certification Patrick Hemme [email protected]
Co-Director Sandra Steele [email protected]
Dixie Black [email protected]
Rachel Chou [email protected]
Marcus Johnson [email protected]
Communications/Newsletter Temeka Cooper [email protected]
Alea DePaola [email protected]
Community Service Beverlyn Dean [email protected]
Angela Abernathy [email protected]
John Morris [email protected]
Andrette Munnerlyn [email protected]
Saketa Wilkerson [email protected]
Susie White [email protected]
Vanessa Grace [email protected]
Education LaTaya Lucas [email protected]
Co-Director Christine Harden [email protected]
Beverlyn Dean [email protected]
Rachel Chou [email protected]
Elizabeth James [email protected]
Carmen Leonard [email protected]
Wandrell Williams [email protected]
Career Opportunities/Resources Marcus Johnson [email protected]
Meetings (Registrations) Janice Duncan [email protected]
Membership/Early Career Kimwana Robinson [email protected]
Co-Director Emma Cole [email protected]
Programs (Monthly Meetings) Rachel Chou [email protected]
Scholarship Kay Wilson [email protected]
Sponsorship Keren Deal [email protected]
Webmaster Alea DePaola [email protected]
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FEBRUARY MONTHLY LUNCHEON Tuesday, February 11, 2014
11:30 AM RSA PLAZA, 6TH FLOOR
Washington Ave Montgomery, AL 36104
Parking in parking deck adjacent to the Plaza Use entrance on Adams Avenue
Cost: $15.00
Guests are always welcome.
Make your reservation today! Online: Visit our new website at www.montgomeryaga.org
Or contact Janice Duncan By 12:00 noon, Friday, February 7th
Reservations via Email: [email protected]
ATTENTION! Members will be invoiced for the cost of the lunch for cancellations made
AFTER the close of business on Friday, February 7th (Including the failure to attend without cancellation notice.)
Photography Disclosure: AGA takes photographs during its meetings and events for use in Association advertising, newsletters and other promotional materials, whether in print, electronic or other media, including the AGA website. By participating in AGA meetings and events you grant AGA the right to use your name and photograph for such purposes.
SCHEDULED CHAPTER MEETINGS
February 11, 2014 Theodore Williams
RSA Plaza Joint
Meeting with Military Comptrollers
March 13, 2014
Speaker RSA Plaza
April 11, 2014
Spring Seminar
May 8, 2014 Speaker
RSA Plaza, Award Luncheon
ENTREE Baked Chicken Beef Lasagna
VEGETABLES Rice & Gravy
Squash Casserole Blackeye Peas Green beans
DESSERT
Peach Cobbler
BEVERAGE Tea
Coffee
A Chef Salad or Vegetable Plate is also available upon request. Please notify
Janice Duncan if you would prefer a Chef Salad or Vegetable Plate.
Email: [email protected]
V o l u m e X V I I I , I s s u e 6 Page 3
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Theodore J. Williams, a member of the Senior Executive Service, is Auditor General of
the Air Force, Office of the Secretary of the Air Force, Washington, D.C. He also serves as head of the Air Force Audit Agency, which is responsible for all internal auditing in the Air Force. He exercises full administrative and technical supervision over a worldwide organization composed of more than 600 members assigned to 50 locations. Mr. Williams served in the Air Force more than 26 years before retiring in the rank of colonel in 1999. While on active duty, he worked for the Air Force Audit Agency more than 11 years as an acquisition auditor, audit manager, branch chief, acting office chief, program manager and executive officer to the Air Force Auditor Gen-eral. He was also an AC-130, KC-135, and EC-135 navigator, instructor and evaluator for more than 10 years. From 1995 to 1999, Mr. Williams was assigned to the Defense Finance and Ac-counting Service headquarters as the Assistant Deputy Director for Customer Service and the first Director of Program Control for accounting systems development and migration. Follow-ing active duty, Mr. Williams worked for the MITRE Corp., a non-profit company assisting government organizations with scientific research and analysis, and systems development and
acquisition. Prior to assuming his current position, Mr. Williams was the Deputy Auditor General for Financial and Support Audits, Air Force Audit Agency, Washington, D.C. EDUCATION 1972 Bachelor of Science degree in business administration, Northwestern State University of Louisiana, Natchitoches 1978 Master of Business Administration degree in management, Rensselaer Polytechnic Institute, Troy, N.Y. 1980 Master of Science degree in management and accounting, Rensselaer Polytechnic Institute, Troy, N.Y. 1985 Professional Military Comptroller Course 1987 Program Management Course, Fort Belvoir, Va. 1996 Executive Program Management Course, Fort Belvoir, Va. 2002 Program for Senior Managers in Government, John F. Kennedy School of Government, Harvard University, Cambridge, Mass. 2004 Program for Executives in Logistics and Technology, Center of Excellence in Logistics and Technology, University of North Carolina at Chapel Hill CAREER CHRONOLOGY 1. July 1974 - June 1975, AC-130 gunship infrared systems operator, Korat Royal Thai Air Force Base, Thailand 2. July 1975 - December 1980, KC-135 navigator, instructor and evaluator, 380th Bomb Wing, Plattsburgh AFB, N.Y. 3. January 1981 - March 1984, EC-135 research navigator, instructor and evaluator, 4950th Test Wing, Wright-Patterson AFB, Ohio 4. April 1984 - July 1987, acquisition auditor and audit manager, Wright-Patterson AFB, Ohio 5. August 1987 - July 1990, Branch Chief and acting Chief for Ballistic Missile and Space Systems, Norton AFB, Calif. 6. August 1990 - July 1994, Program Manager for Weapon Systems and Depot Maintenance Evaluations, Wright-Patterson AFB, Ohio 7. August 1994 - August 1995, executive officer to the Air Force Auditor General, Washington, D.C. 8. September 1995 - May 1996, Assistant Deputy Director for Customer Service, Headquarters Defense Finance and Accounting Service, Arlington, Va. 9. June 1996 - June 1999, Director for Program Control, Headquarters DFAS, Arlington, Va. 10. August 1999 - January 2001, Lead General Systems Engineer, MITRE Corp., McLean, Va. 11. February 2001- August 2002, Assistant Auditor General for Field Activities, Air Force Audit Agency, Arlington, Va. 12. August 2002 - January 2008, Assistant Auditor General for Acquisition and Logistics Audits, Air Force Audit Agency, Wright-Patterson AFB, Ohio 13. February 2008 - July 2008, Deputy Auditor General for Financial and Support Audits, Air Force Audit Agency, Washington, D.C. 14. August 2008 - present, Auditor General of the Air Force, Office of the Secretary of the Air Force, Washington, D.C. AWARDS AND HONORS Defense Superior Service Medal Meritorious Service Medal with four oak leaf clusters Air Force Commendation Medal PROFESSIONAL MEMBERSHIPS AND ASSOCIATIONS American Society of Military Comptrollers Association of Government Accountants PROFESSIONAL CERTIFICATIONS 1990 Certificate in Personal Financial Planning, University of California 1994 Certified Acquisition Professional in Program and Financial Management, Level III 2004 Certified Defense Financial Manager
T H E C A P I T A L C I T Y F O C U S Page 4
CANCELLED
February 5, 2014 | 12:30—3:00 p.m. Central Time | 2 CPEs Available
LOCATION: TROY UNIVERSITY MONTGOMERY Whitley Hall, room TBA 231 Montgomery Street Montgomery, AL 36104
COST: $25 members $35 non-members
Register at http://montgomeryaga.org
Registration deadline: February 4th
Learning Objectives: To understand trends in governmental financial management, auditing/oversight work, and information technology management. Participants will learn about common issues faced by officials in all three areas. Field of Study: Finance What challenges do chief financial officers, inspectors general, and chief information officers have in com-mon? AGA recently surveyed hundreds of people in these offices to identify the issues that consume their time and resources. While each office—CFO, IG and CIO—was surveyed for a separate report, several common themes emerged. This web conference will explore these issues that cut across government and address the interrelated nature of public sector work. Topics will include the impact of reduced budgets on operations, human resources challenges, use of data analytics, and audit issues. Speakers:
Relmond P. Van Daniker, DBA, CPA, Executive Director, AGA Kevin Greer, CPA, CDFM, PMP, Managing Director, Accenture Federal Services Denise Lippuner, Partner, Grant Thornton LLP David M. Zavada, Partner, Kearney & Company
UPCOMING AGA AUDIO / WEBINAR
CONFERENCES
Feb. 5 Government Financial
Management
Mar. 5 Accountability in
Government
May 7 Performance Management
NATIONAL LEADERSHIP TRAINING
FEBRUARY 11-12, 2014
RONALD REAGAN BUILDING, WASHINGTON, D.C.
Tuesday, Feb. 11th 8:10 - 9:10 a.m.
T100: Anticipating and Meeting Accountability Challenges in 2014 and Beyond
9:10 - 10 a.m.
T101: Next Generation Data - Open Data
10 – 10:40 a.m. Coffee Break with Exhibitors
10:40 - 11:50 a.m.
T102: Audit Readiness: DoD's Progression Towards Financial Transparency
11:50 a.m. – 1 p.m. Awards Luncheon
1:10 - 2 p.m.
T103: Beyond Compliance—Getting the Most Out of Your Agency’s Data
2 - 3 p.m.
T104: Shared Services—Challenges from a Lead-ership Perspective
3 – 3:30 p.m.
Coffee Break with Exhibitors
3:30 - 4:40 p.m. T105: Reducing Government Costs on a Scale
That Matters
Wednesday, Feb. 12th 8 - 9 a.m.
W100: Human Relations: Attracting and Retaining a Talented Workforce
9 – 10 a.m.
W101: CFO's Vision of the Future
10 – 10:40 a.m. Coffee Break with Exhibitors
10:40 – 11:50 a.m.
W102: Finding Efficiencies by Embracing New Technology Channels
11:50 a.m. – 1 p.m.
Luncheon and Presentation by Senator Mark Warner
1:10 - 2 p.m.
W103: Lessons Learned from State Government
2 - 3 p.m. W104: Washington Update: An Insider’s Look at
the 2014 & 2016 Elections
3 – 3:30 p.m. Coffee Break with Exhibitors
3:30 – 4:30 p.m.
W105: Office of Management and Budget (OMB) Update
WHAT’S TRENDING IN FINANCIAL MANAGEMENT, OVERSIGHT AND IT?
V o l u m e X V I I I , I s s u e 6 Page 5
A Smart Investment
A 12-month subscription to Becker’s distance learning catalog provides unlimited use of more than 180
On-Demand and Webcast courses, with new offerings added every month. With Becker, the
commitment of time and resources it takes to move ahead will pay dividends for the rest of your
career. It’s a return on investment you can’t afford to miss.
CPE pricing for Government:
Federal - $100.00 subscription price – NO AGREEMENT NEEDED any more! Agency must purchase to qualify (whoever is authorized to use
credit card or contracts department if no card is used). No minimum number to sign up for this price!
State and Local - $100.00 subscription price – Must sign an agreement. Agency must purchase to qualify. No minimum number to sign up
for this price! This allows on demand and webcasts.
Individuals can buy subscription via AGA for $349.00 (annual subscription). You can get on demand and webcast courses. Tip: you don’t
have to take exam at end of webcast courses!
Individuals can buy subscription B2C for $295.00 (annual subscription). You can only get on demand courses for this price. Available to eve-
ryone!
For more information contact:
John Gioeli
Director of Government Programs
703-631-8840
Make the Most of Your Membership
GET CONNECTED.
GET INVOLVED.
GET STARTED.
AGA is the only association supporting more than 15,000 professionals working in federal, state and local govern-
ments as well as the private, nonprofit and academic sectors. AGA membership will give you the tools and support
you need to make your mark on the profession.
AGA Mentoring Program
As part of its commitment to the professional development needs of its members, AGA offers an online mentoring pro-
gram that features a user-driven mentor matching resource. This unique online networking and career development
tool is designed to help AGA members find and connect with one another to establish mutually beneficial mentoring
relationships.
Once you have enrolled as a mentor, a mentee, or both, you can search the database of AGA members to find mentors
and/or mentees with whom you can connect online, by phone, or face-to-face at AGA events. As a member of AGA's
online mentoring community, you can take advantage of other features such as tracking your mentoring relationships,
participating in discussion forums on mentoring topics, and find helpful information resources.
AGA Members: Get started by enrolling below.
Already Registered? Start your search for a mentor now!
T H E C A P I T A L C I T Y F O C U S Page 6
The Montgomery Chapter AGA Program Committee works hard to provide members with the best monthly luncheon
speakers. Therefore, we would like your opinion as we prepare for the “Outstanding Speaker of the Year Award” pre-
sented at the May Awards Luncheon.
We are now using a five question survey to grade our speaker’s performance. Please log onto the Member area of the
Montgomery Chapter’s website at www.montgomeryaga.org and click on the Surveys tab at the left to complete the
speaker evaluations.
Your response is important to granting this honor.
MEMBERSHIP DUES/RENEWALS
Membership dues have been submitted to the National AGA office for everyone who attended the Fall Seminar on November 8, 2013. For current members who did not attend, membership will lapse March 31, 2014. If you were not present at the Fall Seminar and would like to be invoiced for membership renewal or want to join for the first time, please contact [email protected]
Current memberships expire: March 31, 2014
Renewals will cover the period of April 1, 2014-March 31, 2015
Membership Types:
Full Government Member — $90/year
This class of membership is available to individuals currently working in government, academia and not-for-profit organizations. Private Sector Member — $150/year
This class of membership is available to sole proprietors and those individuals currently working for private companies, corporations or partnerships. Early Career Member — $45/year
This class of membership is available to individuals with fewer than three years of professional experience who work in private or public sector. After three years Early Career members transition to Full Government or Private Sector based on their employer at that time. Student Member — $30/year This class of membership is available to full-time college/university students who are not yet gainfully employed. Any student who is gainfully employed with less than three years of experience will be considered Early Career. Retired — $30/year
MONTHLY LUNCHEON SPEAKER EVALUATION
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AGA leadership recognizes the importance of identifying the next generation of leaders and investing in their career and professional development. AGA has identified two important groups: (1) Early Career-professionals in the first five years of their career or college students, and (2) Young Professionals-professionals 35 years of age or younger. Not only does AGA acknowledge the importance of investing in the next generation, but also realiz-es the vast talents and contributions the next generation has to offer. In an effort to retain, engage, and recruit early career and young professionals, the Montgomery Chapter of AGA hosted a networking luncheon on Janu-ary 21, 2014 from 12:00 noon to 1:30 pm in the RSA Building banquet room. The purpose of the event was to provide attendees with (1) valuable resources and information pertaining to career advancement and professional development; (2) opportunities to network with proven leaders, other successful young professionals, and AGA leadership; and (3) information on AGA membership benefits and resources. Attendees enjoyed networking opportunities, informative presentations, AGA gift bags, and Baumhower’s catered lunches. Approximately 35 people from various branches of state and local government, academia, and private sector attended the event. Over 15 early career and young professionals attended and networked with members of the Montgomery Chapter Executive Committee (CEC) as well as various managers and executives. In addition to great food and networking opportunities, the attendees were privileged to listen to three very dynamic speakers: Dennice L. Hillard (Alabama Department of Revenue Tax Policy & Research Division), John G. Morris (Office of Indigent Defense Services) and Chris A. Neuenschwander (Jackson Thornton Certified Public Accountants). The speakers shared insights about their careers, keys to their success, the benefits of AGA membership, and the importance of professional certifications. Following the presentations, attendees were asked to introduce them-selves and were encouraged to reach out to at least one person they didn’t know. CEC members stayed to an-swer questions about AGA membership and benefits and the CGFM certification. Several attendees expressed an interest in participating in a Young Professional Advisory Board. The Montgom-ery Chapter of AGA membership committee plans to work with this group to engage early career and young
professionals and support them as they take their careers to “The Next Level.”
Connecting to Take it to the Next Level
YOUNG PROFESSIONALS LUNCHEON AT BAUMHOWERS JANUARY 21, 2014
T H E C A P I T A L C I T Y F O C U S Page 8
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Target Data Breach Highlights State Privacy Role
By Pamela M. Prah, Staff Writer
The recent data breach at Target highlights the growing role of states in protecting people’s online data and privacy. Attorneys general in Connecticut, Illinois and New York are leading a multistate investigation into December’s cyberattack at Target, in which hackers stole the payment card numbers of at least 70 million shoppers, along with their names, mailing addresses, phone numbers and email addresses. The state attorneys general pressed Target to offer one year of free credit monitoring to all customers, even those who were not affected by the data breach. “I would strongly encourage all Target customers to take advantage of this offer,” Connecticut Attorney General George Jepsen said earlier this week. Jepsen urged shoppers there to change their PIN numbers and passwords, and to “be vigilant when it comes to unsolicited emails and phone calls seeking personal information.” Attorneys general also are advising customers to be wary of phony websites urging Target shoppers to give up personal information in exchange for gift cards or other compensation for the breach. Many new websites with “Target” in the name, such as “targetcreditfix.com” and “targetsecuritybreach.com” have been registered recently, according to California Attorney General Kamala Harris. Most states have their own “security breach laws” requiring companies to notify consumers if their credit card numbers have been stolen. The strength of those laws varies, however. Meanwhile, even though federal authorities have launched their own Target investigation, there is no federal law that requires disclosure of security breaches. “It’s definitely true that there has been a vacuum at the federal level in terms of privacy legislation,” said David Jacobs, an attorney who specializes in consumer protection for the Electronic Privacy Information Center (EPIC) in Washington, D.C. Little Direction from Washington As Stateline has reported, debates about threats to privacy, ranging from drones to electronic license plate readers, are expected to loom large in statehouses in 2014. Americans’ online activity is increasingly moving from desktops to smartphones and other mobile devices. This shift has created new privacy concerns, but the federal government has provided little direction. Nearly two years ago, President Barack Obama unveiled a Consumer Privacy Bill of Rights as a “blueprint for privacy in the information age.” The House and Senate have proposed their own measures, but nothing has become law. Since 2010, the Federal Trade Commission has been considering whether to give consumers a “Do Not Track” option that allows them to opt out of websites collecting information about their online activity, similar to the FTC’s Do Not Call Registry, which allows consumers to opt out of most telemarketing calls. While there isn’t a federal data security breach law, the FTC has brought legal action against companies that violate consumers’ privacy rights using a provision of the FTC Act, which bars “unfair and deceptive acts and practices in or affecting commerce.” Last fall, for example, a company that markets video cameras consumers can use to remotely monitor their homes settled FTC charges that its lax security practices exposed the private lives of hundreds of people to public viewing on the Internet. With action stalled in Washington, states are stepping up their efforts with new legislation, heightened scrutiny from state attorneys general and consumer education campaigns. California First in the Nation – Again In 2002, California was the first state to pass an online “breach notification” law. Since then, 46 states and the District of Columbia have followed California’s lead by requiring businesses and/or public agencies to notify consumers of security breaches of personal information. Last year, California laid down new markers that other states are expected to consider this year: Password protection: Most states’ security breach laws apply to consumers’ Social Security numbers, driver’s license numbers, medical or financial account information or credit card
numbers. California says it is the first state to include passwords, usernames and security questions under legislation (SB 46) that went into effect this past Jan. 1. Hackers last year stole usernames and passwords for nearly 2 million accounts at Facebook, Google, Twitter, Yahoo and other online sites.
Do Not Track: In the age of smartphones and tablets, it’s easy for a person’s online activity to be tracked, even by websites they do not visit. Legislation (AB 370) that also took effect Jan. 1 doesn’t ban online tracking, but requires companies to disclose whether and how they comply with requests from Internet users who ask not to be tracked.
The Teen “Eraser” Law: Websites and mobile app operators will have to provide a way for those under 18 to delete a posting or photo, with the intent of saving young people from their “ill-advised pictures or messages.” The measure (SB 568) also prohibits online companies from marketing products to minors that they can’t buy in stores, including alcohol, tobacco, handguns, fireworks and lottery tickets. This measure becomes law Jan. 1, 2015.
“It’s not uncommon for California to lead in privacy issues,” said John M. Simpson of Consumer Watchdog, a Santa Monica-based nonprofit group. Simpson said his organization is working on a ballot measure that would implement stricter Do Not Track protections. Maryland is considering its own teen eraser law. That idea is among six recommendations for protecting children’s online privacy that Maryland Attorney General Douglas F. Gansler presented late last year to the state legislature. Gansler also wants Maryland lawmakers to consider prohibiting "cloud" service providers from using for commercial purposes any data they collect in Maryland public schools. Both Massachu-setts and New York considered similar legislation last year that did not become law. A Patchwork of Laws Businesses and advertisers contend it is difficult to comply with the patchwork of state privacy laws. The Direct Marketing Association supports a national security breach standard, but thinks “self-regulation” is a better framework for Do Not Track issues since that option allows companies to respond more quickly to changing technologies than laws and regulations. “The Internet doesn’t stop at state lines,” said Rachel Nyswander Thomas, executive director of the Data-Driven Marketing Institute, an advocacy arm of the Direct Marketing Institute. Once “something passes in California … it becomes a de facto national standard” since many companies have customers in that state, she said. An example of the “self-regulation” pushed by the industry is the Digital Advertising Alliance’s global “AdChoice” program, known for its blue, clickable triangle icon that gives users a Do Not Track option. The icon usually appears near online banner ads or on the bottom of Web pages. High-Profile Settlements States have worked with Google, Facebook and others to make voluntary changes, but they also have turned to the courts: Google paid $17 million in a November 2013 settlement with 37 states and the District of Columbia to resolve allegations that the company bypassed security settings on Apple’s Safari
web browsers in 2011 and 2012 without consumers’ knowledge or consent. The company in 2012 paid $22.5 million to settle similar charges from the FTC. Google paid 38 states and the District of Columbia $7 million in March 2013 over concerns about Google’s Street View cars, which picked up personal data from unsecured networks,
including emails, while the car’s equipment took photographs for Google’s geolocation service between 2008 and March 2010. Early last year, California Attorney General Harris released online privacy recommendations for mobile app developers. They include icons or pop-up notifications to inform consumers how their personal information is being collected and shared, and follow a 2012 app privacy agreement with Amazon, Apple, Facebook, Google, Hewlett-Packard, Microsoft and Research in Motion. Meanwhile, Facebook and the National Association of Attorneys General last year released a public service announcement about online safety and stepped up consumer education.
At the urging of state attorneys general, Target is offering one year of free credit monitoring in the wake of last month’s massive data breach. States are taking a more active role in protecting online privacy. (AP)
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Pamela Hill has located a place and developed a schedule to help individuals prepare for the CGFM Ex-
am. The CGFM Committee invites you to participate in this CGFM Study Group. Please study each ses-
sion in advance so that you will be able to actively participate in the discussions. If you are unable to meet
with the group, please feel free to use the schedule below as a guide to keep you focused on the ultimate
goal: Becoming a Certified Government Financial Manager. If you have any questions or need additional
information, please call or email the CGFM Committee.
Time
5:15 pm – 7:00pm
Location
207 Montgomery Street
Bell Building Suite 425
Troy University Montgomery Campus
Exam 1 Review Dates
Tuesday, November 19 – Sections 1 and 2
Tuesday, December 3 – Sections 3 and 4
Tuesday, December 17 – Sections 5, 6, and 7
Review and take Exam 1 by January 13.
Exam 2 Review Dates
Tuesday, January 14 – Section 1
Tuesday, January 28 – Section 2
Tuesday, February 11 – Section 3
Tuesday, February 25 – Sections 1, 2 and 3
Review and take Exam 2 by March 10.
Exam 3 Review Dates
Tuesday, March 11 – Section 1
Tuesday, March 18 – Sections 2 and 3
Tuesday, April 1 – Section 4
Tuesday, April 15 – Section 5
Review and take Exam 3 by April 28.
CGFM exams passed by May 1, 2014! Highlight your calendar for this date and make it happen!!
You ARE the next CGFM!
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CGFM Examinations Update To ensure the CGFM Examinations’ content continues to reflect the current government financial management field, AGA periodically conducts a Job
Analysis Study of the role of government financial manager. The latest Job Analysis Study was conducted in 2013 and, as a result, the CGFM Examina-
tions will be updated in 2014.
The revised examinations content outlines can be found here. The schedule of the update is as follows:
1. Current CGFM Examinations using the existing content outlines will be administered until March 31, 2014.
2. Starting on April 1, the CGFM Examinations will follow the updated content outlines.
3. From April 1 to May 31, AGA will offer beta CGFM Examinations: the updated examinations will be administered in Pearson VUE testing
centers; however, the scores will not be reported to the candidates taking these examinations until the end of June. Beta CGFM Examinations
will be offered at a discounted rate of $89 per exam.
4. There will be no CGFM Examinations administered in June 2014.
5. Starting on July 1, 2014, regular (updated) CGFM Examinations will be administered, with immediate score reporting.
If you are planning on taking the exams by March 31, AGA has scheduled a CGFM Preparation Q&A Webinar, a great opportunity for Q&A on topics
from the three CGFM study guides with one of our knowledgeable and dynamic instructors. To register for the CGFM Preparation Q&A Webinar click
here.
If you are planning on taking the exams after April 1, AGA is in the process of revising the three CGFM study guides to reflect the updated examina-
tions content outlines. The updated study guides will be available in February 2014. AGA is also planning two Intensive Review Courses that will cover
the updated examinations content outlines for March 31 to April 1 in Washington, DC and April 2–3 in Oklahoma City. Visit this link for more
information.
Please review the Frequently Asked Questions below about the examinations update. If you have any additional questions, contact Katya Silver in
the Office of Professional Certification at 800.AGA.7211, ext. 305.
Exam Update FAQs
Q: What is the difference between beta and regular CGFM Examinations?
A: Beta CGFM Examinations are the same examinations (same content, number of questions and timeframe) as the regular examinations, but do not
provide an immediate score. Beta examinations will only be administered in April and May 2014, with the scores available during the week of June 30.
Beta examinations are priced at $89, as opposed to $109 for regular CGFM Examinations.
Q: If I pass beta exams, will it count towards my CGFM?
A: Yes.
Q: I still have the three CGFM Examinations to pass. Can I take some beta and some regular CGFM Examinations?
A: Yes, you can take both beta and regular exams — it just depends on the dates you schedule your exam appointments.
Q: If I don’t pass, will beta exams have the same waiting period as the regular exams?
A: Yes.
Q: If I take beta exams in April, can I find out my score before June?
A: No. In order to have high-quality CGFM Examinations, we need to collect statistics and analyze beta exams before we can report scores to the candi-
dates. The beta exam scores will be available during the week of June 30.
Q: What if my eligibility expires while I am waiting for my beta scores?
A: If you take and don’t pass the beta CGFM Examinations and your eligibility expires in the April through July timeframe, contact AGA’s Office of
Professional Certification for an extension to complete your exams.
Q: What areas are new on the examinations?
A: A lot of objectives on the CGFM Examinations content outlines were revised, some were re-ordered and some were added, so we recommend
reviewing the entire updated content outlines, rather than selected areas. That said, we would like to point out that CGFM Examination 1 has com-
pletely new content for its Section VII.
Q: Can I use my existing study guides to prepare for the CGFM Examinations?
A: While a lot of objectives on the examination content outlines remained the same, there were a number of revised objectives. If you are planning to
utilize the CGFM Study Guides for preparation, we recommend ordering the 2014 editions of the study guides that will be available in February.
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CGFM Intensive Review Course & Exams ____________________________________
Sign up for AGA’s Intensive Review Course with CGFM Examinations included – it’s a great opportunity to learn about the updated CGFM Examinations content outlines and then complete your CGFM! The Intensive Review Course (IRC) will be held in two locations: in Washington DC on March 31–April 1 and in Oklahoma City on April 2–3. Both classes will run from 8 a.m. until 5 p.m. both days. The CGFM Examinations can be taken by appointment only in Pearson Professional Testing Centers from April 1–May 31, 2014. The cost of the IRC is only $348 for qualified participants, and offers 18 CPE hours. Special Bonus: The CGFM Examinations are offered at no cost to course attendees. The IRC will cover the updated CGFM Examinations content outlines. The CGFM Examinations included in the cost of the course are beta examinations. BEFORE YOU REGISTER, PLEASE READ:
What is the Intensive Review Course? It is a special, limited enrollment opportunity for those individuals who have already been studying for the CGFM Examinations and want extra reinforcement of the material and information on new exam areas. It is a review of the main topics covered on the updated CGFM Examinations. It is an opportunity to add the value of an instructor who can explain concepts, provide examples and answer questions for those who chose the self-study option. It is a refresher course for those who took the AGA instructor-led courses a long time ago. It is a great way to set a deadline for completing your certifi-cation examinations and get it done!
What it is NOT: It is not a shortcut. It is not an exam prep course with strategies on how to pass the exams. The Intensive Re-view Course is not a substitute for the three AGA instructor-led training courses. It is usually not enough by itself to prepare for the CGFM Examinations – advance preparation is strongly recommended.
Registration To participate in this event, individuals must:
1. First, be accepted into the CGFM Program (see Eligibility section below).
2. Pre-register for this event. Note: Only current CGFM candidates will be able to register for this event. Walk-ins will not be
accepted. Cancellation Deadline: All cancellations must be received by March 17; refunds will not be granted after this date. Registration Deadline: Registrations will be accepted on a first come, first-served basis. Space is limited, and the event may fill up and close before the registration deadline, so we encourage you to sign up early. Registrations will not be accepted after March 21. Register for March 31–April 1 course in Washington DC. or Register for April 2–3 course in Oklahoma City. Location The IRC on March 31–April 1 will be held in the Washington DC area, convenient to the Metro. The IRC on April 2–3 will be held in Oklahoma City, near the airport. The exact addresses will be provided to all registered attendees. Eligibility To attend the Intensive Review Course and take the CGFM Examinations, participants must first apply and be accepted into the CGFM Program. Potential candidates need to submit the CGFM Program application form with $85 application fee and a copy of an official transcript from an accredited college or university. The official transcript must show that a degree (bachelor’s or higher) was awarded, with the award date. Applicant’s name and the name of the college or university must appear on all transcripts. Please see www.agacgfm.org/cgfm/start/ for more information. Once the application is processed and the transcript is approved, CGFM candidates will receive an eligibility letter from AGA confirm-
ing their acceptance into the program.
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Waiting period: Candidates who have already taken a CGFM Examination and did not pass, must satisfy the applicable waiting peri-od before they can retake that CGFM Examination. Course and Materials Learning Objectives:
Outline concepts and realities of public accountability
Understand government organization - at all levels
Comprehend interaction among levels of government
Understand what to tax and why
Understand the need for and practice of internal control
Understand how and what kind of audits are conducted in government
Meet the responsibilities of government managers in providing accountability for the public trust
Learn about techniques for managing cash, investments, loan programs, inventory, procurement, property management and financial management systems
Understand governmental accounting standards, financial reporting practices and budgeting approaches
Apply the standards, practices and approaches by the federal, state and local governments
Understand financial statements issued by federal, state and local governments Fields of Study: Finance – 3 CPE hours, Auditing (Governmental) – 6 CPE hours, Accounting (Governmental) – 9 CPE hours. Course Prerequisite: Only eligible CGFM candidates can participate in this course (See Eligibility section above). Prior attendance of GFM training course(s) or purchase of the CGFM Study Guides is not required, but is strongly encouraged. Advance Prep: Review of CGFM Examinations content outlines and studying for the CGFM Examinations. IMPORTANT NOTE: No materials will be provided at the Intensive Review Course. However, participants are encouraged to order CGFM Study Guides at least four weeks before the course date. The cost of the study guides is not included in the price of the Intensive Review Course. Examination Information A week before each Intensive Review Course, registered participants will receive an email with vouchers (numerical codes) for the CGFM Examinations they still have to pass. These vouchers can be used in place of payment while scheduling the CGFM Examination testing appointments at Pearson Professional Testing Centers. The vouchers will expire on May 31, 2014 — all examinations must be taken by this date. The voucher expiration deadline will not be extended. Testing centers may fill up; participants are encouraged to contact Pearson VUE by the end of March to schedule their testing appointments by May 31. The CGFM Examinations included in the cost of the IRC are beta examinations. See Examination Scheduling and Procedures for more information on CGFM Examination appointment scheduling. The CGFM Examinations are:
Examination 1 — Governmental Environment
Examination 2 — Governmental Accounting, Financial Reporting and Budgeting
Examination 3 — Governmental Financial Management and Control
For more information on this event, please contact Crystal Vanison, Certification Program Coordinator, at 800.AGA.7211, ext. 316.
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SENIOR TAX ACCOUNTANT
WARREN AVERETT STAFFING & RECUITING—MONTGOMERY DIVISION, MONTGOMERY, AL
Posted Date: 01/28/2014
J o b D e s c r i p t i o n Company Description: Warren Averett Staffing & Recruiting was founded with the vision of provid-
ing the highest quality services to our clients at a value corresponding with our expertise and ser-
vice. We strive to offer comprehensive staffing and recruiting services that allow your company to
focus its resources on its core business. In 2008, our Firm merged with Warren Averett, LLC, Ala-
bama's largest and most reputable certified public accounting firm. A recognized leader in the ac-
counting and business consulting industry since 1972, Warren Averett is a nationally recognized
firm, ranking among the nation's largest firms and serving some of the South's largest companies.
Warren Averett Staffing and Recruiting is looking for experienced Tax Accountants for a large re-
gional firm located in Montgomery AL. The ideal candidate will have between 3 and 5 years of expe-
rience. Candidates with less than 3 years of tax experience and are CPA "eligible" will also be consid-
ered.
Responsibilites Include:
•Prepare simple tax returns with minimal supervision, supervise the preparation of simple and mod-
erately complicated income tax returns, and assume primary responsibility in the preparation of
complicated tax returns
•Assume responsibility: including client contact, coordination within the company, staffing require-
ments, administrative documentation, and preparation timing for small and medium sized engage-
ments
•Participate with more experienced personnel in coordinating large client engagements, identifica-
tion of problems, tax law and computer model analysis and helping clients determine optimal strat-
egies
•Maintain quality client relationships
•Develop skills to attract new clients and market the company's services and products and facilitate
expansion of business with existing clients
Job Requirements:
•Bachelor’s Degree in Accounting with 3 - 5 years of experience in tax
•Have CPA or be CPA eligible
•Knowledge of Federal, State and Local tax codes and regulations
•Knowledge of a variety of software packages. Experience with WINFAS, Profx a plus
•Knowledge of/and ability to apply principals of effective supervision of staff
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CLIENT ACCOUNTANT
JACKSON THORNTON, MONTGOMERY, AL
Posted Date: 01/31/2014
J o b D e s c r i p t i o n We currently have an opening in Client Accounting in our Montgomery office and in our Prat-
tville office. Both are seeking an experienced general ledger Accountant with excellent ac-
counting and computer skills. The position is full-time and will provide accounting services to
multiple small business clients.
Job Requirements:
Accounting degree or equivalent experience
Minimum of two years experience processing multi-companies
Payroll experience
Proficiency in at least one accounting software; working knowledge of multiple accounting
systems preferred (such as: QuickBooks, Peachtree, Accounting CS, and MAS200)
Excellent communication skills
Strong customer service skills
Ability to multi-task and handle frequent interruptions
Strong organizational skills and attention to detail
Job Snapshot:
Employment Type: Full-Time
Job Type: Accounting
Education: Not Specified
Experience: At least 2 year(s)
Manages Others: Not Specified
Industry: Accounting - Finance
Required Travel: Not Specified
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STATE EMPLOYEE
DEADLINE APRIL 7, 2014
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 employ-ee.
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 ac-
counting 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 requirements.
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.
7. 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 account-
ing as defined by the Alabama State Board of Accountancy.
2. The applicant must be working toward one of the following: MBA, MPA, MIS, Master’s 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.
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CHAPTER MEMBERS
DEADLINE APRIL 7, 2014
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 Mont-gomery 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:
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 ac-counting 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 requirements.
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.
7. 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 account-ing as defined by the Alabama State Board of Accountancy.
2. The applicant must be working toward one of the following: MBA, MPA, MIS, Master’s 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
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CHILD OF CHAPTER MEMBER
DEADLINE APRIL 7, 2014
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 Gov-ernment 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:
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 ac-counting 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 requirements.
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.
7. 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 account-ing as defined by the Alabama State Board of Accountancy.
2. The applicant must be working toward one of the following: MBA, MPA, MIS, Master’s 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.
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ACCOUNTING SCHOLARSHIP
DEADLINE APRIL 7, 2014
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:
1. The applicant must be an accounting major with an interest in government accounting.
2. The applicant must have obtained at least a junior standing by the upcoming fall term.
3. The applicant must have completed Intermediate Accounting I (or equivalent) and have declared ac-counting 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 the current year.
5. The applicant must be a full-time or part-time student as determined by the university requirements.
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
7. The applicant must be a legal resident of Alabama and a citizen of the United States.
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MONTGOMERY CHAPTER
ASSOCIATION OF GOVERNMENT ACCOUNTANTS
SCHOLARSHIP APPLICATION
Name:
Campus Address:
Campus Telephone:
Home Address:
Home Telephone:
Classification for upcoming fall term: Junior
Senior
Term in which applicant completed Intermediate Accounting I (or equivalent):
Grade Point Average and Scale:
Is applicant a full-time student? Yes
No
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 7, 2014. Mail to: Association of Government Accountants, Kay Wilson, Scholarship Committee Chair, P. O. Box 1001, Montgomery, Alabama 36101.
Name:
Signature:
Social Security Number Last 4 Digits:
Date:
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MONTGOMERY CHAPTER
ASSOCIATION OF GOVERNMENT ACCOUNTANTS
SCHOLARSHIP APPLICATION
FULL-TIME STATE EMPLOYEE
Name:
Campus Address:
Campus Telephone:
Home Address:
Home Telephone:
Classification for upcoming fall term: Junior
Senior
Term in which applicant completed Intermediate Accounting I (or equivalent):
Grade Point Average and Scale:
Is applicant a full-time student? Yes
No
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 7, 2014. Mail to: Association of Government Accountants, Kay Wilson, Scholarship Committee Chair, P. O. Box 1001, Montgomery, Alabama 36101.
Name:
Signature:
Social Security Number Last 4 Digits:
Date:
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ASSOCIATION OF GOVERNMENT ACCOUNTANTS
SCHOLARSHIP APPLICATION
CHAPTER MEMBER OR CHILD OF CHAPTER MEMBER
Name:
Campus Address:
Campus Telephone:
Home Address:
Home Telephone:
Classification for upcoming fall term: Junior
Senior
Term in which applicant completed Intermediate Accounting I (or equivalent):
Grade Point Average and Scale:
Is applicant a full-time student? Yes
No
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 7, 2014. Mail to: Association of Government Accountants, Kay Wilson, Scholarship Committee Chair, P. O. Box 1001, Montgomery, Alabama 36101.
Name:
Signature:
Social Security Number Last 4 Digits:
Date:
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WALK OF LIFE 2014 SATURDAY, APRIL 26, 2014, 8:30 am
in downtown MONTGOMERY, ALABAMA
This is the primary fundraising event for the JOY TO LIFE FOUNDATION.
We’re excited that the AGA-Community Service Committee will be taking steps along with the JOY TO LIFE FOUNDATION to fight breast cancer!!! The JOY TO LIFE FOUNDATION’S mission is to provide free mammograms and other breast cancer screenings when necessary to medically underserved women in Alabama. They also provide limited grants when needed to build and support breast cancer awareness among
all Alabamians. We need your support to help Montgomery Chapter AGA accom-plish our goal as we make a difference.
On-line Registration at www.joytolife.org will begin February 4, 2014 Register under Team: AGA-Community Service Committee
We need all Montgomery Chapter AGA members to participate in the walk or be a sponsor.
For additional information, please email:
Beverlyn Dean at [email protected].
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CHAPTER RECOGNITION PROGRAM:
PROGRAM YEAR 2013-2014
2ND QUARTER TOTALS
Goal 2012-2013 19,501
% of Goal 65.09%
Chapter Leadership Planning and Participation 3,100
Education & Professional Development 1,950
Certification 350
Communications 3,375
Membership / Early Career and Student Members 400
Accountability 1,200
Community Service 1,125
Awards 0
11,500
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LUNCHEON COUPON
MARGIE TONEY
Expiration Date: JAN. 9, 2015
FREE CGFM DRAWING WINNER
JAN. 9, 2014
LUNCHEON COUPON
VERONICA HARRIS
Expiration Date: JAN. 9, 2015
FREE CGFM DRAWING WINNER
JAN. 9, 2014
LUNCHEON COUPON
RUBY SMITH
Expiration Date: JAN. 9, 2015
FREE AGA DRAWING WINNER
JAN. 9, 2014
LUNCHEON COUPON
KATHY MANFEE
Expiration Date: JAN. 9, 2015
FREE AGA DRAWING WINNER
JAN. 9, 2014
LUNCHEON COUPON
FRAN COPELAND
Expiration Date: JAN. 9, 2015
FREE AGA DRAWING WINNER
JAN. 9, 2014
LUNCHEON COUPON
GEORGE MCNEIL
Expiration Date: JAN. 9, 2015
FREE AGA DRAWING WINNER
JAN. 9, 2014
T H E C A P I T A L C I T Y F O C U S Page 24
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The President, Chapter Executive Committee, and members of the Montgomery
Chapter Association of Government Accountants extend our deepest sympathy and
condolences to the family, friends, and co-workers of the late Mr. Tyrell Harris.
Mr. Harris was an AGA member. He was employed with the Examiners of Public
Accounts as an Accounts Examiner for 3 years. Tyrell also worked for a period of
time with the Department of Labor (formerly Industrial Relations). He was a
faithful employee who had a quiet manner about him and always a warm smile.
Tyrell will truly be missed.
Tyrell passed away as a result of a traffic accident January 28, 2014, which also
claimed the life of his 2 year old daughter Rayne. Tyrell was a loving father and
husband. Tyrell is survived by his wife, Letitia (“Mo”) and daughter Storm.
Prayers for comfort and strength go out to all those affected by his passing.
SINCERE CONDOLENCES FROM MONTGOMERY CHAPTER AGA
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4 The CEC meeting of the officers and directors of the Montgomery, AL Chapter of Association of Government Ac-countants (AGA) was called to order at 10:50 a.m. at the RSA Activity Basement, Thursday, January 9, 2014 by President Margie Toney.
A quorum was present with the following officers and directors in attendance: President Margie Toney, Sandra Steele, Patrick Hemme, Beverlyn Dean, Temeka Cooper, Alea DePaola, LaTaya Lucas, Janice Duncan, Kay Wilson, Emma Cole, Kimwana Robinson, and Rachel Chou.
President Toney distributed the agenda and other documents.
President Elect: LaTaya is accepting nominations for the 2014-2015 program year. Please let her know if you are interested or if you have a recommendation by April 1. She has submitted second quarter recognition points.
Minutes: The CEC read the minutes silently. President Toney asked if there were any questions or corrections; none were noted. LaTaya Lucas made a motion to accept minutes; Kay Wilson seconded. Motion carried.
Treasurer’s Report: Treasurer Kay Wilson distributed the June 1, 2013 – December 31, 2013 profit and loss report. After much discussion, the financial report was tabled for further research. Kay reported that as of January 9, 2014, the checking account balance was $49,025.27 and the savings account balance was $30.77. It was mentioned that e-statements from Max need to be sent to President Toney.
President’s Report: She welcomed Nicole as our new Financial Secretary. She gave kudos to our webmaster for keeping our webpages updated and our editor for the great job she is doing with the newsletter. We discussed chang-ing the CEC meeting day and time; a decision was not made. We still need a Bylaws Director.
Immediate Past President: No report.
Meetings/Registration: Janice reported that 61 people registered today (41 AGA members and 20 Military Com-plete Comptroller’s members). President Margie will send an email to CEC to see if we can meet the Tuesday before the luncheon.
Programs: Rachel reported that Mayor Todd Strange is the speaker for today. She does not have February and March speakers yet.
Accountability: No report.
Awards: Dennice Hillard reported that she had four door prizes for today. She has sent out “favorite speaker” sur-veys to get feedback during the year rather than at the end. There has been low response but the new spam software may be the culprit. Also, awards nomination forms and award criteria has been revised.
Audit: President Toney reported that Gladys Gray is working with the CPA to get some questions answered con-cerning some of the amounts reported on the compilation.
CGFM: Sandra reported that the Committee has mailed 19 proclamation requests to surrounding cities, counties, and Alabama. We have received proclamations from Gulf Shores, Opelika, Wetumpka and Birmingham. The Com-mittee and President Margie will take a photo with the Governor signing the State of Alabama proclamation January 29.
Community Service: President Margie reported that the Joy to Life Walk is Saturday, April 26; information to the webmaster is forthcoming in February. LaTaya sent Beverlyn information on a Brantwood project, partnering with the youth. Temeka will check her records to see what February community service plans were sent to her for the newsletter.
Education: Lataya/Emma reported the upcoming audio conferences January-March. They are planning the Spring Seminar and need to get event insurance information. They asked CEC to support audio conferences and other Chap-ter-sponsored events. They requested that some of us register for the Early Career and Young Professionals Network-ing Luncheon January 21 and bring an early career or young professional too.
Employment: No report.
Membership: Kimwana updated CEC on the status of Fall Seminar invoicing; most agencies have paid. She will update the system to account for all attendees paid by Saturday, January 11. The plan is to submit membership dues to National by next week. To date, eight people have registered for the Young Professional/Early Career luncheon. CEC is encouraged to participate and/or recruit YP/EC professionals. Kimwana will assist CGFM Committee on printing luncheon coupons.
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4 Newsletter: Submit newsletter items to Temeka by the deadline.
Policy and Procedures: Vacant
Scholarships: Kay Wilson reported that the scholarship applications are available in the newsletter until the dead-line. Applications will be available today at the meeting.
Sponsorship: No report.
Webmaster: Alea reported that emails are bouncing back to her and only about 45 were opened. She will try to send from her home email address. LaTaya and Alea will develop a Facebook group. There was discussion on posting and contacting people using the Chapter’s page.
Unfinished Business: None
New Business: None
There being no other business, a motion was made, seconded, and approved to adjourn the meeting at 11:54 a.m. The next CEC meeting will be February 13, 2014 at the RSA Plaza 5th Floor Conference Room at 10:50 a.m.
Bank statement balance for 12/31/2013 $39,260.34
Plus: Deposits in Transit ----
Less: Outstanding Checks (6,864.58)
AGA Check Register Balance as of 12/31/2013 $32,395.76
Plus: Share Balance $ 30.77
AGA Share and Checking Balance as of 12/31/2013 $32,426.53
TREASURY REPORT
BANK RECONCILIATION
AS OF DECEMBER 31, 2013
V o l u m e X V I I I , I s s u e 6 Page 27
V o l u m e X V I I I , I s s u e 6 www.montgomeryaga.org
February 2014 Sun Mon Tue Wed Thu Fri Sat
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JOY TO LIFE
“WALK OF LIFE”
REGISTRATION
BEGINS
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Free IRS Webinar on
Employee Benefits
Visit National AGA
‘Events’ for details
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MONTHLY LUNCHEON
RSA PLAZA, 6TH FL
11:30 AM
CGFM EXAM 2, SEC 3
5:30PM TUM
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T H E C A P I T A L C I T Y F O C U S