aga ledger - Mid-Missouri AGA chapter

Mid-Missouri Chapter
July-September 2014
Volume 44, Issue 1
AGA L EDGER
Advancing Government Accountability
ABOUT OUR
UPCOMING EVENTS
July 16, 2014
8:00 AM-10:00 AM
“Missouri State Health Insurance
Assistance Program”
N.H. Scheppers DistributingClydesdale Room
CPE: 2 hours
August 18-19, 2014
“Mid-MO AGA Professional
Development Training”
Columbia, MO
CPE: Up to 16 hours
September 10, 2014
12:00 PM-3:00 PM
“Financially Fit Now and for the
Future, Preparing for Retirement”
Governor’s Office Building, Room 470
http://www.midmoaga.org
AGA's 2014-2015 National President William D. Miller, CGFM, CPA
—B.S. in Business Administration Southeast Missouri State University;
and M.S. in Government-Southern Illinois University-Edwardsville
Bill established performance audit organizations in 3 levels of government serving as Regional Director Kansas City Office of Veterans Affairs
Inspector General; Performance Audit Director, State of Missouri State
Auditor’s Office, and County Auditor, Johnson County Kansas. Audits resulted in millions of dollars of savings, returns, and crime prevention. Bill
started his career with the U.S. Army Audit Agency, moved to U.S. Department of Energy Office of Enforcement as Regional Director, Kansas City, and finished his
federal career with the Office of Inspector General, U.S. Department of Veterans Affairs.
Bill has received numerous awards for his performance and recognition by AGA through several
of their high level awards.
Bill has uncovered, documented and engineered criminal investigation against perpetrators
against the government. He has served 47 years in the field of auditing as well as AGA.
Bill’s audits have brought better performance by organizations and restitutions when warranted, all in favor of the tax payer.
Bill has a passion for good government and viewed his audits from the eyes of the taxpayer in a
“what would you do if you knew” perspective.
Bill has served in the St. Louis Chapter, Northern Virginia Chapter and Kansas City Chapter. He
held many chapter chairs and presidency. He also, served as Regional Vice-President of the Midwest Region, Senior Vice President Regional Services Section II, and National President-Elect.
In this edition
President’s Message .................... 2
Regional & National News ............ 3-5
CGFM............................................. 6
Membership ................................. 7
CEC Meeting Minutes .................... 8
Treasurer’s Report ...................... 9
Education...................................... 10
Calendar of events ....................... 10
Chapter Contacts ......................... 11
Bill received the following AGA National Awards:
1. Frank Greathouse Distinguished Service
2. National President’s Award
3. Excellence in Government Leadership
4. National Author’s Award
5. Regional Vice President Gold
6. Lifetime Membership
7. Bill is a regular columnist for AGA’s Topics Newsletter.
Giving Back to the Community
July—December Chapter meetings & audios/webinars collecting items for the Buddy Back Pack program and
canned goods also for the Jefferson City Samaritan Center
Page 2
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.
AGA Ledger
July-September 2014
PRESIDENT’S MESSAGE
by Ami Patel
Hello Mid-Missouri Chapter,
Welcome to a new and exciting year, filled with new opportunities and
challenges! I would like to thank our new board for their support, and as
daunting as it may seem, we will all work together to make this a great year
with AGA!
I would like to say a big THANK YOU and congratulations to Robin Burkhart.
As our immediate past Communications Director, she has done a wonderful
job and won the national award for Group B (membership
size) for the chapter newsletter. I am thrilled that she has
been recognized by her peers for her outstanding work. She
has also graciously accepted to continue with the
responsibilities of that position until we find a new
Communications Director.
Robin has also worked hard to get our “new and improved” website up and
running. Please visit the site at http://midmoaga.org and give us your
feedback!
Congratulations to Robin Renfrow for leading our chapter
last year and winning an AGA Platinum Level Chapter
Recognition award.
The registration for the 39Th Annual Midwestern Regional
Professional Development Training (PDT) is open now and
we hope you will be able to attend. This year’s theme is “Lead. Excel. Share.”
The PDT will take place at the Courtyard Marriott in Columbia on August 1819, 2014 with 16 Continuing Professional Education hours being offered.
As always, if you have suggestion on topics or speakers, please submit those
to the Education Chair or myself for consideration.
Let’s have fun out there!!
SAVE THE DATE!
Mid-MO AGA Professional
Development Training
August 18th & 19th, 2014
AGA Ledger
Page 3
July-September 2014
National & Regional AGA News
2014.2015
National AGA Officers
President
William David Miller, CGFM, CIA
Consultant/Public Speaker
Immediate Past President
Mary E. Peterman, CGFM, CPA, MPA
Vice President
Savantage Solutions Inc
Other Midwestern Chapters Information


Omaha Metro Area AGA Chapter—October 9, 2014—4 hour Training Seminar
(http://www.omahaga.org)
Ozark A GA Chapter —October 23, 2014 —8 hour Fall Seminar
(http://ozarksaga.org)
Treasurer
Patricia L. Wensel, CGFM, CPA
Retired
National President-Elect
John Edward Homan, CGFM, CPA
Senior Manager
CliftonLarsonAllen LLP
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.
Mid-MO AGA was recognized as a Platinum Chapter at the AGA
Conference in July 2014 and also was
awarded for 1st Place in Chapter
Newsletter competition.
Potential Grants Training Opportunity
Mid-MO AGA board members are considering offering grant courses conducted by Management
Concepts during 2014. 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.
Early Careers—
If you know someone who has just entered the Governmental Accounting career field, please
send their name & contact info to [email protected]
AGA Core Values
Service, Accountability, Integrity,
Leadership
Reminder—update contact information
AGA National—https://www.agacgfm.org
Mid-MO AGA—send e-mail to [email protected]
AGA Ledger
Page 4
July-September 2014
National & Regional AGA News
PDT 2014
July 13-16, 2014
Orlando, FL
24 CPE Hours Available
Held in July each year, AGA's annual premier education event offers up to 24 CPE hours and brings together
the top officials in federal, state and local government as well as academia and the private sector for three and
a half days of intensive training and networking. AGA's PDT has been the go-to
event for the government accountability community for more than 60 years.
Reasons Why You Should Attend:
Earn up to 24 CPE Hours
Enhance your lifelong learning and gain the knowledge and understanding to better improve your job
effectiveness. The presentations are facilitated by both industry experts and colleagues who have faced similar
challenges. In doing so you can earn up to 24 CPE hours.
Stay On The Cutting Edge
PDT 2014 program includes top-notch speakers from federal, state, local, academia and private sector bringing
you key findings and educational experiences to augment your job knowledge and skills. The exhibit hall
allows you to familiarize yourself with the latest equipments, technologies, products and services in the
profession.
Network and Connect
The most unquantifiable yet beneficial aspect of any training event is networking. AGA’s
PDT is the place to connect with a variety of government financial experts and industry
colleagues from around the nation facing the same or similar issues that you could exchange
and share “Aha!” ideas and moments with to bring back to your organization.
Zoom to www.agacgfm.org/PDT2014/Conference-Home.aspx for more information.
2014 Professional Development Training (PDT) Host Committee
The 2014 PDT Host Committee is looking for volunteers to assist with various activities that include: the
registration desk, session-scanning, and other onsite duties. By volunteering for the PDT 2014, July 13-16, in
Orlando, your registration fee will be waived; however, you are responsible for all other expenses.
Volunteering during this event allows you to earn CPEs and to network at the best government professional
development training event. If you are interested, please contact our Meetings Department.
Page 5
AGA Ledger
July-September 2014
National & Regional AGA News
Mid-MO AGA
President—Ami Patel
President-Elect—Robin Burkhart
Secretary—Angie McMichael
Treasurer—Angela Schaben
Director of CGFM Program—Jessica Prater
Director of Communications—Vacant
Director of Community Service—Michelle Clayton
Director of Education—Janelle Jaegers
Director of Membership—Felica Hubble
Immediate Past President—Robin Renfrow
Picture from left to right: Angela Schaben, Janelle Jaegers, Ami
Patel, Robin Burkhart, Robin Renfrow, & Angie McMichael
Page 6
AGA Ledger
July-September 2014
Mid-MO AGA News
CGFM
REMINDER to members to pay CGFM dues (if applicable). If you attended the Mid-MO AGA Membership Seminar, AGA dues will be paid, but CGFM dues are responsibility of AGA member.
Please see http://www.agacgfm.org/CGFM-Certification/Maintaining-Certification.aspx for complete
information pertaining to retaining CGFM certification.
Continuing Professional Education (CPE) Requirements
All 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.
The CPE requirements page contains detailed information on CGFM CPE requirements.
CGFM Online Application Discount during the month of October
To continue celebrating the 20th anniversary of the CGFM®, AGA is lowering
the CGFM online application fee to only $20 in the month of Octoberthat's a $65 discount! Encourage your fellow members to start the process
of becoming CGFMs by taking advantage of this great offer! Contact Jessica
Prater at [email protected] or phone 573/526-6418 to discuss obtaining your CGFM
certification today!!
“Only accountants can save the world—-through peace, goodwill and reconciliations.”
The alternative accountant
Page 7
AGA Ledger
July-September 2014
Mid-MO AGA News
Education
Mid Missouri AGA
July 16, 2014
NH Scheppers – Clydesdale Room
Chapter Update / Breakfast
8:00 – 8:20 a.m.
Missouri State Health Insurance Assistance Program
8:20 – 10:00 a.m. | 2 CPEs Available
Speaker
Linda Bohrer – CLAIM Coordinator / SHIP Planner,
Division of Administration
Missouri Department of Insurance, Financial Institutions & Professional Registration
Missouri's State Health Insurance Assistance Program is called CLAIM. CLAIM meets local needs of the Medicare population. The program helps beneficiaries, caregivers and professionals understand Medicare; counsel individuals, enabling them to make informed decisions about benefits and provide assistance to resolve problems in paying for health
care.
Members $10, Non-members $20
Membership
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
AGA Ledger
Page 8
Association of
Government Accountants
Mid-Mo Chapter
Executive Committee
July 9, 2014
Meeting Highlights
by Angie McMichael
July-September 2014
In attendance: Ami Patel, Robin Renfrow, Robin Burkhart, Janelle Jaegers, Jessi Prater, Angie Schaben, Felicia Hubble,
Michelle Clayton, and Angie McMichael
President:



Ami reported that 95% of the speakers were confirmed for the 2014 PDT. A draft agenda is available and will be
sent to members. On-line registration for events is available but payment still needs to be made by cash or check.
Ami and Robin will be testing on-line group registration.
Officer Email accounts are being developed, some are available; the old Gmail accounts are no longer available.
Laptops will need to be updated with new user IDs and emails.
Ami will be sending final budget information for approval.
Secretary’s Report:


Angie provided copies of the May meeting minutes, these were approved as amended.
Additional information on educational events and committees was requested to complete member of the year
information. In the future this information will be available to officers via the website to assist in tracking member
of the year points.
Treasurer’s Report:


Angie S. will be reconciling accounts monthly so all expenditure documentation should be submitted to her as
incurred.
June financial statements were distributed, however there are still some adjustments required for budget forms
to flow to new QuickBooks categories.
Communications:


Robin B. reported that the website is up and working and requested any revisions issues be sent to her.
Officers will have specific access to administrative areas and emails. She is currently working on the July/August
newsletter.
Community Service:



Michelle has a list of charities we have worked with in the past. She would like to have a list of potential charities
and invite representatives to speak about their charity briefly at a lunch meeting. This could increase our
Chapter’s visibility in the community.
We will be doing a 50/50 raffle at the PDT to support the Backpack Buddy Program.
Other potential upcoming services such as school supply collections at meetings, silent auction at the membership
seminar, and promoting charity events in the newsletter were discussed.
Education:



Janelle reported dates are set for upcoming meetings.
She is looking at some 3 hour trainings with 2 hours of audio and 1 hour of a chapter provided training.
Missouri state health insurance and retirement programs are on future agendas.


Jessie reported several people in her office will be doing a CGFM fall study group at noon in the Truman Building.
Books 1 and 3 are needed. A July special is available on-line for study guides at $20. The board approved purchase
of these guides.
CGFM:
AGA Mid-Missouri Chapter
PO Box 1104
Jefferson City, MO 65102
Website: www.midmoaga.org
Membership:


Felicia received a survey to complete from Regional on how they can assist us at the Chapter level.
She will begin working on membership when the web administration area is available.
Past-President:
Robin R. has received emails on the national PDT, 24 members from the Midwest Region are attending. Our chapter is
donating a St. James Winery basket for the PDT silent auction. Bill Miller from the Midwest Region is the new national AGA
president.
Robin then made a motion for the meeting to adjourn.
Page 9
AGA Ledger
July-September 2014
Mid-MO AGA Financial Summary—as of June 30, 2014
by Ami Patel
SPECIAL NOTE
If paying a Mid-MO AGA event registration by check, please include
registrants’ name(s) with check.
The Mid-MO AGA Treasurer will greatly appreciate it!!!
AGA Ledger
Page 10
July-September 2014
Mid-MO AGA EDUCATION SCHEDULE —2014-2015 (Updated 7.1.2014)
Date
July 16, 2014
August 18-19,
2014
September 10,
2014
Time
Place
Speaker (s)
Topic
8:20 - 10:00 am
Missouri State Health
Breakfast provided Clydesdale Room - Linda Bohrer - Division of
Insurance Assistance
- Hummingbird
N.H. Scheppers
Insurance
Program
Kitchen
REGIONAL
PROFESSIONAL
DEVELOPMENT
TRAINING
12:00 - 3:00 p
CPE
2
16
Governor's Office
Building, Rm 470
Paul Childress, Meridian
Financial Services,
Presenter from Social
Security Administration
Appreciation Luncheon
- Financially Fit Now
and for the Future,
Preparing for
Retirement
0
4
TBD & Audio
Conference-Are You
Prepared for DATA Act
Challenges?
4
October 8, 2014
11:00 AM—3:00
PM
Sarah Kliethermes, Public
PSC: The Setting of
Governor's Office Service Commissioner &
Utility Rates; Audio
Building, Rm 470
National AGA Audio
Conference-Wow! She
Conference
Stole That Much!
November 5,
2014
11:00 AM—3:00
PM
Clydesdale Room N.H. Scheppers
TBD & National AGA
Audio Conference
2014/2015 TRAINING DATES AND LOCATIONS
December 2, 2014
GOVERNOR'S OFFICE BUILDING
January 21, 2015
Governor's Office Building, Rm 470
February 19, 2015
Clydesdale Room - N.H. Scheppers
March 18, 2015
Governor's Office Building, Rm 470
April 15, 2015
Clydesdale Room - N.H. Scheppers
May 20, 2015
Governor's Office Building, Rm 470
June 18, 2015
Clydesdale Room - N.H. Scheppers
AGA Ledger
Page 11
July-September 2014
AGA Mid-Missouri Chapter
2013-2014 Executive Committee/Sub -Committee Chairs
Robin Burkhart
President-Elect
Dept of Elementary & Secondary Educ
Office: (573) 751-8291
[email protected]
Angie McMichael
Secretary (Historian)
Dept of Natural Resources
Office: (573) 751-2553
[email protected]
Angela Schaben
Treasurer
Dept of Social Services
Office: (573) 751-8933
[email protected]
Michelle Clayton
Director of Community Service &
Charity Fundraising Subcommittee Chair
Dept of Transportation
Office: (573) 751-2417
[email protected]
Ami Patel
President
Dept of Social Services
Office: (573) 751-7302
[email protected]
Vacant
Director of Communications
Felicia Hubble
Membership Director
Office of Administration
Office: (573) 751-4351
[email protected]
Jessica Prater
CGFM Program Director
Office of Administration
Office: (573) 526-6418
[email protected]
Janelle Jaegers
Education Director
Dept of Social Services
Office: (573) 526-6471
[email protected]
Robin Renfrow
Immediate Past President
Dept of Insurance, Financial Institutions
& Professional Registration
Office: (573) 526-2994
[email protected]
Vacant
Accountability Sub-Committee Chair
Volunteers needed
to serve AS
Director of
communications
and accountability.
sub-committees
positions available
also! Volunteer
today by
contacting one of
the mid-mO aga
chapter officers!!!
ASSOCIATION OF GOVERNMENT ACCOUNTANTS
Mid-Missouri Chapter Newsletter
Zoom to the MID-MO AGA website today
for recent updates!
PO Box 1104
Jefferson City, MO 65102
Robin Burkhart, President-Elect
[email protected]
http://www.midmoaga.org
AGA Ledger
Mid-MO AGA—
Advancing Government Accountability