february 2013 mid-missouri chapter volume 42, issue 6 aga ... · february 2013 volume 42, issue 6...
TRANSCRIPT
February 2013
Volume 42, Issue 6
AGA LEDGER A d v a n c i n g G o v e r n m e n t A c c o u n t a b i l i t y http://www.midmoaga.org
ABOUT OUR
UPCOMING EVENTS
February 6, 2012 1:00 PM-2:50 PM
AGA Audio
Truman Bldg, Room 493/494
Topic: “The Role of Internal
Controls in Reducing Improper
Payments”
CPE: 2 hours
February 27, 2012 11:30 AM-1:00 PM
Chapter Meeting
Providence Bank Community Room
Topic: “MoDOT Downsizing and 5
Year Direction”
Presenter: Roberta Broeker
CPE: 1 hour
February 27, 2012 1:00 PM-2:50 PM
AGA Audio
Providence Bank Community Room
Topic: “Getting Started With a
Fraud Investigation”
CPE: 2 hours
In this edition President’s Message .................... 2 Regional & National News ............ 4 CGFM ............................................. 5-7 Membership ................................. 8 Education...................................... 9 CEC Meeting Minutes .................... 10 Treasurer’s Report ...................... 11 Calendar of events ....................... 12 Chapter Contacts ......................... 13
Mid-Missouri Chapter
Giving Back to the Community January—March Chapter meetings & audios -
collecting canned goods for Jefferson City Samaritan Center To donate—Contact Danielle Townsend (573) 751-3516 or
AGA's National Nominating Committee has selected its slate of officers to serve on the National Board of Directors for 2013-2016.
As National President-Elect, the Nominating Committee selected William David Miller, CGFM, CIA, a member
of AGA's Kansas City Chapter. Bill is the appointed County Auditor of Johnson County, Kansas. Prior professional service includes five years in the Missouri State Auditor's Office as the Director, Performance
Audit, a 34-year career in the Federal Government serving as Regional Manager for the Kansas City Office of
Audit, U.S. Department of Energy and as Regional Director, Kansas City Office of Inspector General, U.S. Department of Veterans Affairs. He also served as an Audit Program Director with the U.S. Army Audit Agency.
Bill is a lifetime member of AGA; an organization he chose to affiliate with early in his career because he saw the opportunity for leadership it provided for him and the natural progression of those skills into his chosen
profession. He has served in the St. Louis, Northern Virginia and Kansas City chapters, and has received many awards from AGA and other professional audit organizations. Bill holds a Bachelor of Science in Business
Administration degree from Southeast Missouri State University and a Master of Arts in Government from Southern Illinois University—Edwardsville. Bill has published articles in professional newsletters and journals
and he is an accomplished public speaker on audit and supervisory matters.
Patricia L. Wensel, CGFM-Retired, a member of AGA's Washington, D.C. Chapter, was selected as National
Treasurer-Elect. Pat has more than 30 years of experience as a government accountant, auditor, and manager. Prior to her retirement in July 2005, she was a senior liaison official and advisor reporting to the
Associate CFO for Financial Operations, Office of the Chief Financial Officer, U.S. Department of Agriculture (USDA). Prior to USDA, she held positions as the Assistant Inspector General for Audit at the Farm Credit
Administration; staff accountant in the Office of the CFO at the US Department of the Treasury during implementation of the CFO Act of 1990; and for ten years in various positions with the U.S. Navy as auditor,
systems and operating accountant, and budget analyst. Pat graduated summa cum laude from the University of Maryland with a B.S. degree in accounting and earned a Master's degree in Public Financial Management from
the American University. She is a CGFM and CPA, and has served in numerous national and local leadership
positions with the Association of Government Accountants; the Greater Washington Society of CPAs; and the American Society of Military Comptrollers. In addition, Pat spends considerable time with the activities of her
church and continues to provide volunteer income tax assistance for low income families as well as her own family.
Nominating Committee Releases 2013-2016 Slate of National Officers (cont’d page 4)
Nominating Committee Releases 2013 -2016 Sla te of Nationa l Officers
Page 2 AGA Ledger February 2013
AGA
LEDGER
Published by: Mid-Missouri Chapter
Association of Government Accountants
Our Mission is… To serve government accountability
professionals by providing quality
education, fostering professional
development and certification, and
supporting standards and research to
advance government accountability.
Our Purpose is… To be a professional organization
dedicated to the advancement of
government financial management
Serve members by providing or
sponsoring appropriate educational
programs, encouraging
professional development,
influencing government financial
management policies and practices
and serving as an advocate for the
profession
Serve government officials and the
public by sponsoring efforts to
ensure full and fair accountability
for all public monies and by
providing a variety of pro bono
services throughout the United
States and its territories that
support that end.
Hello Mid-Missouri AGA!
Thank you for stopping to take just a few moments to look through our Chapter’s
newsletter! Most of us go full throttle through most days, so thanks for hitting the pause
button!
With the ever-increasing demands on our time, it is important to use our time wisely. AGA
membership and participation is one of the wise choices you can make! Among other
things, it provides you with convenient, effective on-going professional development and
networking opportunities. If you attended the Membership Seminar in
December, your membership for the upcoming year has been renewed.
You will only need to renew your CGFM license. If you did not attend the
Membership Seminar, be sure to get your dues renewed so that you can
receive all of the benefits of membership, including the most cost-
effective CPE around!
We had a great turn out for our January chapter meeting! During our chapter meeting on February 27th, we will honor and recognize our previous Chapter Presidents. Many people
have contributed to the success of our chapter over the years. One of our past
presidents, Roberta Broeker will be our speaker for the meeting. See the details in the
newsletter for registering for the Chapter meeting as well as the audios being offered this
month.
See you soon!
PRESIDENT’S MESSAGE
by Tammy Chi ldress
ATTENTION Mid-MO AGA Members!
We need you!!!
Volunteer today to serve on the Mid-MO
AGA Chapter Board or subcommittee for
2013-2014.
Contact Tammy Childress or Tracy Farris
and say “YES, I want to serve in 2013-2014!!!”
Page 3 AGA Ledger February 2013
Mid-Missouri AGA Chapter Presidents
1973—1974 John Ashcroft
1974—1976 Jack O’Rourke
1976—1977 Vernon Sievert
1977—1978 Skip Eno
1978—1979 Jim Sailor
1979—1980 John Beaver
1980—1981 Tom Sadowski
1981—1982 Karen Laves
1982—1983 Jack Dothage
1983—1984 Bill Wood
1984—1985 LaVerne Brondel
1985—1986 John Blattel
1986—1987 Virginia Brizendine
1987—1988 Robbi Jackson
1988—1990 Roberta Broeker
1991—1992 Linda Jaegers
1992—1993 William Johnson
1993—1994 Kent Kaiser
1994—1995 Karen Harms
1995—1996 Robin Pruitt
1996—1997 Theresa McDonald
1997—1998 Allen Scott
1998—1999 Nancy Miluski
1999—2000 Brad Adrian
2000—2001 Kendall Blythe
2001—2002 Karmen Stockman
2002—2003 Cathy Long
2003—2004 Vandee DeVore
2004—2005 Dwayne Rasmussen
2005—2006 Connie Qutami
2006—2007 Carol Fischer
2007—2008 Christa Brooks
2008—2010 Mark Runyan
2010—2011 Tracy Farris
2011—2012 Tracy Farris
2012-2013 Tammy Childress
Page 4 AGA Ledger February 2013
National & Regional AGA News
Vision AGA is the premier association for
advancing government accountability.
Mission AGA fosters learning, certification, leadership and collaboration for professionals and stakeholders
committed to advancing government accountability.
AGA Core Values Service, Accountability, Integrity,
Leadership
Other Midwestern Chapters Information Kans as C ity Chapter (www.kcaga -cgfm.org)
A pr 17 , 2013 —Chapter Spring Seminar
Ozark Chapter (www.ozarks aga .org)
March 15 , 2013 —Spr ing Seminar
Topeka Chapter (www.agaks .org)
March 20-22, 2013—CGF Cours e 2 Training
2 0 1 2 . 2 0 1 3 N a t i o n a l A G A O f f i c e r s
President
Evelyn A. Brown, CGFM Retired
President-Elect
Mary E. Peterman, CGFM, CPA Vice President
Savantage Solutions Inc
Immediate Past President Richard O. Bunce, Jr., CGFM
Senior Advisor to the President Virginia Commonwealth University
Treasurer
John H. Lynskey, CGFM, CPA Deputy Director
National Science Foundation Nominat ing Committee Re leases 2013 -2016 Slate of Nat iona l Off icers
( c o n t ’ d f r o m p a ge 1 )
Other Candidates Senior Vice President for Regional Services, Section II—Kimneye Shawntell Cox, Baton Rouge
Chapter Senior Vice President At-Large – Cecelia Smith, Virginia Peninsula Chapter
Regional Vice President candidates are: SECTION I Great Lakes: Michael Hoffman, Cleveland Chapter Northeast:
Thalia J. Melendez, New York Capital Chapter North Atlantic: David Greenblatt, Trenton Chapter North Central:
Vacant (if interested, e-mail [email protected])
SECTION II Gulf: Keren H. Deal, Ph.D., CGFM, CPA, Montgomery, AL Chapter Midwest: Ken Rouch, CGFM, CPA,
Lincoln Chapter South Central: Brenda Jackson, CGFM, Central Arkansas Chapter Southwest: William D’Elia,
CGFM, Southern Arizona Chapter SECTION III Northwest: Brandon Purcell, Idaho Centennial Chapter Pacific Rim:
Rodalyn Marquez, CGFM, CIA, CPA, CGAP, Guam Chapter West Coast: Vacant (if interested, e-mail AGAnomina-
SECTION IV Capital: Heather Keister, Northern Virginia Chapter
South Atlantic: Lal M. Harter, Roanoke Chapter Southeast: Lee Ann
Watters, CGFM, Central Kentucky Chapter
As outlined in the Association's bylaws, AGA will accept independent nominations from members via petition until
Feb. 1, 2013. At that time, if other candidates are nominated, the Bylaws and Procedures Committee will conduct an
election to determine the officers. However, if no other nominations are received, the Nominating Committee's slate
will take office effective July 1, 2013.
National President, National Treasurer and Regional Vice Presidents come on board as "elects" effective July 1, 2013,
while Senior Vice Presidents come on board in full capacity. Contact Louise Burnette if you need more information.
Mid-MO AGA Professional Development Conference
August 20th-21st, 2013 Courtyard Marriott, Columbia MO
AGA Ledger February 2013 Page 5
National & Regional AGA News
AGA’s 11th Annual National Leadership Conference! February 12-13, 2013 Ronald Reagan Building and International Trade Center—Washington, D.C.
The conference offers 14 hours of CPE training to help you solve real internal control problems and eliminate fraud, waste and abuse.
Who Should Attend:
Senior-Level Managers and Executives
CEOs and Presidents
Auditors
CPAs, Accountants, CGFMs
Register at http://www.agacgfm.org/NLC2013/Conference-Home.aspx
Now is the time to get certified as a Certified Government Financial
Manager. Don’t let this opportunity pass you by.
The Mid-Mo chapter is hosting a 3-day training event on November 12-November 14, 2013. This course typically
is not offered nearby or at this low, low price. The 3-day training event is geared toward preparing attendees to take Exam II (Governmental Accounting, Financial Reporting, and Budgeting) of the three part CGFM exam. Additionally, if you need just
CPE, this opportunity provides 24 hours of CPE. Sign up today, space is limited and the registration deadline is September 16, 2013.
Please contact Karmen Stockman at [email protected] or phone (573) 526-6030 for further information.
AGA Ledger February 2013 Page 6
Mid-MO AGA News
CGFM Training
AGA Ledger February 2013 Page 7
Mid-MO AGA News
CGFM by Karmen Stockman
Put Study Time on Your Calendar. If you participated in the November 2012 CGFM Course I and II, you received a voucher for one free exam. However, these vouchers expire June 30, 2013. That means that you have less than five months to take the test. So create a schedule to meet that deadline. Commit to scheduling your exam now and get to studying. Do it today—schedule that exam date. If you need six weeks to study about 10 hours per week or more, that means you should be ready to take your test no later than April 1, 2013. So get to it.
Now is the time to get certified as a Certified Government Financial Manager. Don’t let this opportunity pass you by. The Mid-Mo chapter is hosting a 3-day training event on November 12-November 14, 2013. This course typically is not offered nearby or at this low, low price. The 3-day training event is geared toward preparing attendees to take Exam II (Governmental Accounting, Financial Reporting, and Budgeting) of the three part CGFM exam. Additionally, if you need just CPE, this opportunity provides 24 hours of CPE. Sign up today, space is limited and the registration deadline is September 16, 2013. Please contact Karmen Stockman at [email protected] or phone (573) 526-6030 for further information.
Annual Renewal Requirement All active CGFMs must renew their certification annually. At the beginning of each year, invoices will be sent to all active CGFMs. Annual CGFM renewal payments are due by March 31. AGA reserves the right to periodically adjust the renewal rates. By submitting their annual renewal payment, CGFMs affirm that they have and will continue to abide by AGA’s Code of Ethics and that they have fulfilled the minimum CPE Requirements. CGFMs must promptly notify AGA of any change of mailing address. It is the responsibility of each CGFM to pay the annual CGFM renewal fee, even if that individual did not receive an invoice from AGA. Go to CGFM renewal page to renew your CGFM. Continuing Professional Education (CPE) RequirementsAll active CGFMs are required to complete at least 80 hours of continuing professional education (CPE) every two years in government financial management topics or related technical subjects. The 80 CPE hours must be completed within the CGFM’s two-year CPE cycle. See Calendar of CPE cycles. CGFMs do not need to submit supporting documentation of the CPE hours at the time of renewal. The payment itself serves as the CGFM's affirmation of his or her compliance with the CPE requirements. CGFMs are required to maintain supporting documentation on CPE hours earned for a minimum of three years and provide it to AGA upon request. This documentation may be requested by AGA as part of the annual audit of a random sample of CGFMs. Waivers or extensions on earning CPE hours are granted on an individual case basis. All requests for waivers must be sent in writing to the AGA’s Office of Professional Certification no later than April 30 in the year following the end of the two-year CPE cycle. CPE requirements page contains detailed information on CGFM CPE requirements Remember, if you have any questions about the CGFM Program, feel free to contact me at [email protected] or phone (573) 526-6030 for further information.
Continuing Professional Education (CPE) Requirements
Page 8 AGA Ledger February 2013
Membership Report By RayeAnn Lecure
Early Careers— If you know someone who has just entered the Governmental Accounting career field, please send their name & contact info to [email protected]
Potential Grants Training Opportunity
Mid-MO AGA board members are considering offering grant courses conducted by Management Concepts during 2013. If you would be interested in these courses, please contact a Mid-MO AGA board member. To view all courses offered by Management Concepts, please zoom to www.managementconcepts.com.
Mid-Mo AGA currently has 240 Active members and 5 New members. Welcome to the following new members: Davin Althoff – MO Dept of Economic Development
Gary Boehmer— Casey Beard Boehmer PC Debra Burnette – MO Public Health Laboratory Kevin Cochran – DESE—Vocational Rehabilitation
Linda Dudgeon—MO Legislative/Oversight Division
If your field is government financial management—no matter your specialization or where you work—AGA membership is invaluable. AGA is
the only association supporting more than 15,000 professionals working in federal, state and local governments 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 membership costs are the following:
Full Government Member—$90/year
Private Sector Member—$150/year
Early Career Member—$45/year (Fewer than three years professional experience)
Student Membership—$30/year (Full time college/university students not gainfully employed)
Retired Member—$30/year
Mid-MO AGA News
Membership Seminar—December 2012
Page 9 AGA Ledger February 2013
February AGA Audio Conferences (Register on-line via www.midmoaga.org)
Top ic :
“The Role of In terna l
Controls in Reduc ing
Improper Pa yments”
Date : February 6 , 2 013
Times : 1 :00—2 :50 PM
CPEs :2 credit hours
Location:
Providence Bank
Community Room
Cost:
$15—Members
$2 0—Non-Members
AGA's audio conference will examine the important role of internal controls in preventing improper
payments. Presenters will address the impact of improper payments and the types of preventive control activities needed to reduce improper payments. It will focus on the federal Do Not Pay
program, a centralized shared service which enables federal agencies to use multiple online data sources to prevent improper payments.
The presenters are Beryl H. Davis, CGFM, CPA, CIA, CGAP, CGMA, CCSA, Director, Financial
Management and Assurance, US Government Accountability Office, and Kevin R. Jones, PMP, Executive
Director, Do Not Pay Business Center.
Top ic :
“Gett ing Started Wi th a
Fraud Inves tigat ion!”
Date : February 2 7, 2 013
Times : 1 :00—2 :50 PM
CPEs :2 credit hours
Location: Providence
Bank Community Room
Cost:
$15—Members
$2 0—Non-Members
Many questions arise when beginning an investigation. Is the information reliable? Who should be
interviewed? What - and where - are the required documents? Are there multiple locations that the
investigator must take control of during the initial phase of the investigation? What are the rules of
engagement?
This audio conference will present techniques for taking the information you have and, based on
predication and logic, making decisions related to the use of the investigator's tools. Whether you
are new to conducting investigations or looking for tips to improve your knowledge, this
presentation will offer useful and practical information.
The speaker is Allen Brown, CPA, CFE, Assistant Legislative Auditor for Local Audit Services,
Louisiana Legislative Auditor.
Membership Seminar—December 2012
Page 10
Association of
Government Accountants
Mid-Mo Chapter
Executive Committee
November 13, 2012
Meeting Highlights
by Tracy Farris
AGA Ledger February 2013
AGA Mid-Missouri Chapter
PO Box 1104 Jefferson City, MO 65102 Website: www.midmoaga.org
In attendance: Tammy Childress, Tracy Farris, Robin Renfrow, Ami Patel, Vandee DeVore, Robin Burkhart, Karmen Stockmanand
Raye Ann Lecure.
President Tammy opened the meeting by welcoming everyone in attendance. The October 11 meeting minutes were
approved with corrections with a motion from Vandee and a second from Robin R.
President:
Payment Policy: The board discussed the current payment policy and decided to update the Policy and Procedure
(P&P) language to “Due to the resources required to produce the invoices and track the outstanding receivables,
payment is expected in advance for all chapter education events providing less than four hours of continuing
education credits (CPE). Receipts will be issued to individuals as requested to accommodate those claiming the
fees on an expense account.” Vandee made the motion to amend the P&P language, Tracy seconded it and the
board approved the language change.
PayPal Refunds: The board also discussed options to avoid processing refunds through PayPal if we are
charged a fee to process the refund.
Treasurer’s Report:
Ami will email the current financial information to the board following the meeting.
Ami will add a payable for $9,872 from the Certification course and a check from National for the Community
Service match of $186.78.
Communications:
Robin B also reminded everyone that the deadline for submitting articles for the newsletter will be November 26,
2012.
Robin discussed the internet problems from last month and updated that most of those issues are resolved.
Robin and Rosemarie are working to post the Member of the Year points on the website and in the newsletter. The
board then discussed the future of the Member of the Year program.
CGFM: Karmen updated the board that we had 28 attendees at the CGFM course. Karmen will forward the list to Raye
Ann for potential new members. Karmen is working with National to bring the course for Exam 2 to the Chapter next
program year, possibly around November 2013.
Education: Vandee updated that the November Chapter meeting will be on November 15 at Madison’s and December 4 is
the Membership Seminar at Capital Plaza. On December 5 will be an audio conference and the December Chapter
meeting will be on December 12 in conjunction with an audio conference.
Community Service: Tammy passed on information from Danielle that she needs help obtaining donations for the
Membership Seminar and that we are still colleting for the Christmas Wreaths program.
Membership:
Raye Ann plans to send invitations to suspended members this week where they can attend the Membership
Seminar at the member rate if they re-join.
Raye Ann is also working with National to obtain additional membership applications.
President-Elect: Robin R stated that the PDC for 2013 will be held at the Courtyard Marriott in Columbia.
Past President: Tracy is working on filling next year’s board positions. Current board members need to let Tracy know if
they are staying on the board and if so, if they want to stay in the same position next year.
Adjourn: Robin R motioned to adjourn the meeting and Tracy seconded the motion. Meeting adjourned.
Page 11 AGA Ledger February 2013
Mid-MO AGA Financial Summary—as of December 31, 2012
by Ami Patel
Mid-Missouri AGA Chapter—
Platinum Chapter Recognition
Page 12
Mid-MO AGA EDUCATION SCHEDULE—2012-2013 (Updated 2.09.2013)
AGA Ledger February 2013 2012- 2013 Events
Have a suggestion for a topic? Contact Vandee DeVore at 751-1987
or e-mail education@
midm
oaga.org today.
Page 13 AGA Ledger February 2013
A G A M i d - M i s s o u r i C h a p t e r 2 0 1 2 - 2 0 1 3 E xe c u t ive C o m m i t t e e / S u b - C o m m i t t e e C h a i r s
Robin Burkhart, MBA Communications Director
Dept of Elementary & Secondary Educ Office: (573) 751-8291 [email protected]
Tammy Childress, CPA
President
Dept of Social Services
Office: (573) 751-2432
Vandee DeVore
Education Director
Office of Administration
Office: (573) 751-1987
Tracy Farris, CGFM
Immediate Past President
Dept of Public Safety
Office: (573) 526-9106
Raye Ann Lecure, CPA Membership Director & Early Careers
Subcommittee Chair Dept of Elementary & Secondary Educ Office: (573) 751-0357
Rosemarie Nichols, MBA
Secretary (Historian)
Dept of Health & Senior Services
Office: (573) 526-8504
Ami Patel, CPA
Treasurer
Dept of Social Services
Office: (573) 751-7302
Robin Renfrow
President-Elect
Dept of Insurance, Financial Institutions
& Professional Registration
Office: (573) 526-2994
ASSOCIATION OF GOVERNMENT ACCOUNTANTS
Mid-Missouri Chapter Newsletter
AGA Ledger PO Box 1104
Jefferson City, MO 65102
Robin Burkhart, Communications Director
Zoom to the MID-MO AGA website today for recent updates!
http://www.midmoaga.org
Mid-MO AGA—
Advancing Government Accountability
Karmen Stockman CGFM Program Director
Dept of Transportation Office: (573) 526-5585 [email protected]
Tom Sadowski
Accountability Sub-Committee Chair
Retired
Danielle Townsend
Director of Community Service & Charity
Fundraising Subcommittee Chair
Dept of Economic Development
Office: (573) 751-3516
Volunteers needed
to serve on sub-
committees!
Volunteer today by
contacting one of
the mid-mO aga
chapter officers!!!