aga ledger - Mid-Missouri AGA chapter
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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
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