the alabama journal of government finance · 2020-05-28 · the quarterly board of directors...
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Government Finance Off icers Associa tion of A labama
FROM TH E PR ESI D EN T… I N S I D E T H I S I S S U E :
GFOAA 36th Annual Conference and Training Seminar
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Past Presidents at GFOAA 36th Annual Conference GFOAA Scholarship Recipients
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Upcoming Events In Memory Charles W. Clack Board of Directors Meeting Minutes
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Board of Directors and Officers
7
Committee Chairpersons
8
$$ MONEY TALK $$ The Alabama Journal of Government Finance
Volume XX Issue I Spring 2020
Our world has been rocked a bit (okay, a lot) these first few months of
2020. All that we know as normal is suddenly different. Sheltering at home and
social distancing were unfamiliar expressions for most of us. We have been
pushed beyond our comfort zones and have adapted to the way our lives have
changed. Change can be scary, but change can also be good. Suddenly, we
have a new normal. Many of us travel no further than our dining room table to
meet with colleagues; parents are home schooling children; families are playing
board games, going for walks, or learning to ride bikes TOGETHER. Change can
be good!
Even as we spend more time with our immediate families, we are missing
our work and extended families. Life has been tough as we long for a hug from
a grandchild or parent. Weddings, vacations, parties, and even funerals have
been postponed. Our calendars no longer reflect life as we had planned.
The same is true for our GFOAA calendar. The organization continues to offer
learning opportunities; GFOA National Conference will be held virtually and CGAT
classes are being taught online. The Professional Development Committee con-
tinues to plan for the CGAT summer conference and the Conference and Train-
ing at the beach in August; however, the way those events will be conducted is
uncertain at this time. Stay tuned for updates.
I am thankful to be a part of an organization that values people and rela-
tionships. We may not physically be together but we can count on each other in
difficult times. A wealth of knowledge lies in our GFOAA
members. Please do not hesitate to reach out to fellow
members for help. Chances are someone has already
tackled the roadblock you are currently facing.
The future of GFOAA continues to be bright!
Together we will get through this. I am honored to serve
you, GFOAA members. Please let me or another Board member know if you are
interested in serving. Stay safe and well. See you soon!
Kathy
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GFOAA 36T H AN N UA L CO N F E R E N C E A N D TR A I N I N G SE M I N A R
The GFOAA Winter Conference and Training was held at the Renaissance Riverview Plaza Hotel in
downtown Mobile on February 18-20, 2020. There were 108 conference attendees, 14 guests, and 28
sponsors.
Sessions began on Tuesday afternoon with Warren Averett speaking on the topic of Why
Cyber Security Matters to Accountants. Brian Harris, Himmelwright, Huguley & Boles, LLC spoke on
Internal Controls. Greg Blake from BB&T Capital Investments ended the day with Municipal
Investments. A welcome reception was held that evening at the hotel with music provided by
Demetrius Martin.
Wednesday’s session began with opening remarks from Mayor Sandy Stimpson. The Keynote
Address was given by Steve Gibson, GFOA Past President on Ethics and the GFOA Revised Code of
Ethics. Various topics were presented throughout the day ranging from topics on Personal Branding
in the Workplace, by Charles Baughman, ITAC Solutions; Lee Garrison, Frazier Lanier spoke on
Continuing Disclosures—Best Practices; Tim Quinlan, Wells Fargo Economic Update, and Dan Sigmon,
FBI/Mobile Office on Public Corruption. Dinner was held in the Bon Secour Bay along with
entertainment provided by The Fifth K’nection Jazz Band.
On Friday morning, we heard from Marcus Castro BBVA on Payables for Municipalities, The
Honorable Bess M. Parrish Creswell, United States Bankruptcy Judge Middle District of Alabama on
Bankruptcy Basics and the Impact on Local Communities, and Leavie D. King, III M.S. CEO CoachedUP
on Me, Myself and Us. The conference ended at noon.
Candace Moore
Director, GFOAA
2020 Annual Conference Sponsors…
Platinum Sponsors: BBVA Compass, Regions Bank Corporate Trust
Gold Sponsor: PFM Financial Advisors LLC
Silver Sponsors: BMSS LLC, BNY Mellon, ENCO Utility Services Florida LLC,
The Frazier Lanier Company, J. P. Morgan, LeaseQuery, Mauldin & Jenkins, PNC Bank, Point and Pay,
Reliant Investment Management LLC, S&P Global Ratings, BB&T/Suntrust Now Truist, Synovus Bank,
Tyler Technologies Inc., U.S. Bank, Warren Averett, Wells Fargo
Bronze Sponsors: American Data Group Inc., Andrews Technology BB&T Capital Markets.
BS&A Software, CentralSquare
General Sponsor: Wilmington Trust
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G FOA A P A S T P R E S I D E N T S AT T E N D I N G T H E 3 6 T H A N N UA L C O N F E R E N C E
CO N G RATUL ATIO N S TO GFOAA SC HO LAR SH IP REC I P I EN TS
GFOAA has awarded the Patrick W Kelly scholarship to two worthy applicants, Emily Willeford, and Tommie
Johnson. Emily is a Junior at Troy University majoring in accounting. She works part time while pursuing her
degree, and hopes to graduate from college with no student debt. Tommie is pursuing a Masters of Accountancy
degree at Auburn University Montgomery. Tommie is currently working as an intern with the Alabama Department
of Revenue and will continue her internship program with KPMG in Washington, DC. Her goals include sitting for
the CPA exam and pursuing a career in government finance. Congratulations Emily and Tommie!
Pictured:
Melinda James Lopez, Ph.D, Mike Wright, Roger
Rendleman, Allison Edge, Derek Reeves, Sarita Price,
Sarah L. Williams, and Steven Boone.
Allison Edge receiving the 2020
Edward and Judith Kamnikar Award
from Kathleen Baxter (left)
Derek Reeves receiving thanks for
being President of GFOAA 2019-
2020 from incoming president
Kathy James (right)
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UP COM I N G EV EN TS
2020 CGAT Summer Training Program To Be Determined
GFOAA 2020 Summer Conference and
Training Program To Be Determined
CGAT Certified Government Accounting Technician
August 26, 2020—Purchasing/Accounts Payable
Elective
Registration fee $150.00
For additional information, click here.
IN M EMO RY OF CHA RL ES W. CL AC K 1965-2020
GFOAA member Charles Clack passed away
January 19, 2020. Charles served GFOAA as
president during program year 2010-2011 and
remained an active member until his death. He
received the Edward and Judith Kamnikar Award of
Merit in 2015.
Charles graduated from Handley High School
in Roanoke, AL in 1983. He then received his
bachelor's degree in Accounting from Jacksonville
State University. He retired from the State of
Alabama Department of Revenue where he was
Chief Financial Officer. He also served on the
Accounting Advisory Committee of Auburn University
Montgomery.
Charles was a member of Redland Road
Church of Christ where he served as a Deacon.
Charles was an Eagle Scout, served as Assistant
Scoutmaster for Boy Scout Troop 50, received the
Silver Beaver Award and the Vigil Honor Member
Order of the Arrow.
GFOAA sends sincere sympathy to Charles' wife Melinda and their sons Will and Andy, his mother,
Mary Frances Clack and sister Ellen Clack. Donations may be made in his name to the Tukabatchee
Area Council, BSA Cabin Fund, 3067 Carter Hill Road, Montgomery, AL 36111.
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The Quarterly Board of Directors meeting was held December
5, 2019 in Birmingham, Alabama. President Derek Reeves
called the meeting to order at 4:32 p.m. Minutes of the
August 14, 2019 board meeting were reviewed and approved.
Minutes from the electronic board meeting were also reviewed
and approved.
Treasurer’s Report—Kathleen Baxter presented the
Proposed Budget for FY 2020-2021.
Administrative Assistant’s Report—No report.
Public Information Officer—No report
Committee Reports –
Professional Development – Kathleen Baxter gave an update
on her trip to UAB to speak on Governmental Finance and
passed out brochures for GFOAA and AGA. Four scholarships
were awarded for 2019. The 2020 scholarship deadline was
moved to January 31, 2020. The committee is also working
on establishing student chapters at the universities and
colleges throughout the state.
Communication and Engagement - Sarita Price gave an up-
date on the Meet the Firms events that were held in August
and September, 2019. The events went well and were a great
success. The students seemed interested in joining GFOAA.
GAAF Forum Update – Keren Deal reported that there were
130 attendees with some live screen attendees. The
conference was approved for 16 CEU’s. The 2020 GAAF
conference will be held December 9—10, 2020 and on
December 9, there will be a networking reception held. There
is discussion to move the 2020 GAAF conference back to
Wynlakes in Montgomery. Wynlakes offers live screening and
as a benefit part of the fees for the live screening cost will be
given to the organization.
Annual 2020 Conference—Keren Deal reported that along
with herself, Kathleen Baxter and Patrick Bowman had all
obtained speakers for the Annual Conference. Candace has
done a great job of putting this year’s conference together.
The GFOAA 2021 Annual Conference will be held in February
2021 in Auburn, AL.
Summer Conference Recap Orange Beach August 14-
16, 2019—Erika Sprouse provided an update on the 2019
summer conference. There will be more discussed at the next
board meeting..
Summer Conference Update Orange Beach August 12-
14, 2020—Discussion was had on whether to continue with
the Hampton Inn or move to another location. For now, it
appears the Hampton still offers the lowest rate.
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Q U A R T E R L Y B O A R D O F D I R E C T O R S M E E T I N G B I R M I N G H A M , A L A B A M A D E C E M B E R 5 , 2 0 1 9
GFOA Conference—New Orleans, LA May 17-20, 2020—
The president usually attends the annual conference. Hotel
reservations are open and early registration ends January 31,
2020.
Old Business
Strategic Plan 2019-2021—Derek Reeves provided committee
members with a copy of the Strategic Plan for 2019-2021.
There was no other old business.
New Business
CGAT Contract Approval— Derek Reeves provided an update on
the CGAT contract.
Approval of 2020 Summer Conference Budget— Kathleen
Baxter provided the proposed budget for the 2020 GFOAA
Summer Conference. The budget was accepted.
Review and Discussion of 2020-2021 Budget—Kathleen Baxter
opened the meeting up to discussion about the 2020-2021
budget. The budget is based off of last fiscal year’s numbers.
Review and Discussion of 2020-2021 Slate of Officers, Direc-
tors and Committee-Derek Reeves opened the floor to discuss
the proposed slate of officers, directors and committee
members. It was suggested that we submit names of
individuals who meet the requirements and are interested in
becoming part of the committee.
Comments RE: Administrative Assistant and Public Information
Officer Contracts-Derek Reeves opened the floor for comments
regarding the Administrative Assistant and Public Information
Officer Contract Renewals. Keren Deal suggested comments
and suggestions be sent out electronically and feedback should
be sent back by January 10, 2020.
Approval of 2020 CPA Firm Engagement Letter—Kathleen
Baxter requested approval for the 2020 CPA Firm Engagement
Letter. Motion was made and passed.
2020 GAA Forum Representatives—It was decided that Keren
Deal, Michael Rushing and Kathleen Baxter would represent
GFOAA at the GAA Forum for 2020
Women in Finance Event in Conjunction with the GFOAA
Conferences—Derek Reeves opened the floor to discuss the
Women in Finance Event be held in conjunction with the Annual
conference.
The meeting was adjourned at 5:40 p.m.
For a complete copy of the minutes, contact President Kathy
James or any board member.
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ADDITIONAL PHOTOS FROM THE 36TH ANNUAL CONFERENCE
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President:
Kathy James
City of Auburn
First Vice President:
Kathleen Baxter, Ph.D, CGFM
CPM
Comptroller, State of Alabama
Second Vice President:
Erika Sprouse
City of Auburn
Secretary:
Ford Handley
City of Orange Beach
Treasurer:
Vita Smith-Parker
City of Birmingham
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BOAR D OF D I R EC TO R S A ND OF FI C ER S A P R I L 1 , 2 0 2 0 — M A R C H 3 1 , 2 0 2 1
Associate Director
Patrick Bowman, CPA
Truitt, Tingle, Paramore and
Argent, LLC
Immediate Past President
Derek Reeves
Bibb County Commission
Administrative Assistant
Jamie Moyers
Public Information Officer
Melinda Clack
Directors:
Michael Rushing
Alabama Department of
Revenue
Jo C. Wood
Alabama Board of Pardons and
Parole
Candace A. Moore
Alabama Department of
Transportation
Andrew Zutter
City of Auburn
Scott Freeman
Huntsville Department of
Parking and Public Transit
Cian Harrison
Baldwin County Commission
GFOAA OF FI C E ADMI N I STRATION
Please notify Jamie Moyers to change your address, or other pertinent information,
at the following address:
P. O. Box 240574
Montgomery, AL 36124-0574
Phone: 334–312-2770 or
Email: [email protected]
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$$ money ta lk $$
Professional Development Committee
Chair Kathleen Baxter, Ph.D., CGFM, CPM
Co-chair Erica Sprouse
Communication and Engagement Committee
Chair Derek Reeves
Co-chair Melinda Clack
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CO MMI TTEE FU N C TION S
CO MMI TTEE CHA IR P ER SO N S
Professional Development Committee
The Professional Development Committee is responsible for the Certified Government Finance
Officer (CGFO) program, the Certified Governmental Accounting Technician (CGAT) program,
Education and Conferences, and Scholarships and Awards.
Communication and Engagement Committee
The Communication and Engagement Committee is responsible for:
Governmental Relations— Monitors legislative issues and provides a summary of bills passed
that impact the membership.
Service—Develops and maintains outreach and community service projects for member
involvement.
Communications and Marketing—Promotes GFOAA through effective marketing and promotes
the Scholarship and Awards programs.
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P. O. Box 240574
Montgomery, AL
36124-0574
Government Finance Off icers
Association of A labama
$$ MONEY TALK $$ The Alabama Journal of Government Finance
Editor: Melinda J. Clack
Mission Statement
The mission of the Government Finance Officers Association of Alabama is to provide a professional association for gov-ernment finance personnel dedicated to professional develop-ment, educational opportunities, and collaboration.