Message from Margie Toney, Immediate Past-Presidentmontgomeryaga.org/downloads/Accountability/aga_montgomery_chapt… · 1 2013-2014 Annual History Report Secondary Story He adline

1 2013-2014 Annual History Report

Secondary Story He adl ine

It is with great pride that the Montgomery Chapter presents our 2013-2014 An-nual History Report. As you know, my term as President has ended. Accepting the challenge to lead the Chapter helped me to more fully accept Immediate Past National President Mary Peterman’s challenge to get “CONNECTED” to AGA. My journey in leading the Chapter was not accomplished alone. I was ac-companied by a team of dynamic individuals, both elected and appointed, who shared in our successes and failures. Each of these individuals brought their in-dividual talent, personality and discipline to the table – enabling me to complete

a successful year of personal and professional growth and leadership. I look back on my term with appreciation and satisfaction, knowing that we kept our focus on AGA’s core values: Ser-vice, Accountability, Integrity, and Leadership. I would like to take this opportunity to thank the Chapter Executive Committee (CEC) for their hard work and dedication in serving with me. In particular, I would like to thank 2013-2014 President-Elect LaTaya Lucas, AGA Regional Vice President, Pamela Lincoln, Treasurer Kay Wilson and Secretaries Sheila Hatcher and Sandra Steele for their support and encouragement during my term. I would be remiss if I did not recognize the 2013-2014 committee directors and members. This year, the spirit of teamwork was evident in several of our projects and events. And we laughed quite a bit! The two words “Thank You” are not enough to express my gratitude and appreciation for the privilege of working with dedicated and highly skilled professionals. With every meeting and event, this CEC inspired me to be a better, more productive, more valu-able member of AGA. Most importantly, my thanks go out to you, the members, for all your support during my term as your Chapter President. Without you, the Chapter would not exist. It was my pleasure to have served you. This report will provide a summary of Chapter activities for program year 2013-14. Please take the time to review what you helped the Chapter to accomplish this year. In closing, I encourage you to find your fit—your niche—in AGA. President LaTaya Lucas cre-ated some new committees for 2014-2015, so there is a place somewhere for you. Don’t stay on the outer fringes of the Chapter. Get involved. Everyone has something to offer. As mem-bers, we need each other, and the Chapter benefits when we roll up our sleeves and get busy. If you believe in the vision, mission, and goals of AGA, show it. Support President Lucas and the CEC this year. Again—many thanks for a wonderful year. Margie Toney Chapter President, 2013-2014

2013-2014

Annual History Report

Message from Margie Toney, Immediate Past-President


National Level

Dr. Keren Deal- Professional Ethics Board Member,

Journal Editorial Board Vice-Chair, and RVP-elect,

Gulf Region

Regional Level

Pamela Lincoln, Regional Vice-President, Gulf Region

Pamela Henderson, Regional Coordinator-Membership/

Early Career

Chapters in AGA Gulf Region Section 2

Baton Rouge Naples, Paradise FL

Gulf Coast New Orleans

Jackson, MS Tallahassee

Montgomery West Central MS

Southeastern Florida

Officers

President – Margie Toney, CGFM, CPM

President–Elect – LaTaya Lucas, CPM

Immediate Past President - Pamela Henderson, CM, CMP

Treasurer – Renee’ D. Reese; Kay Wilson

Financial Secretary—Kay Wilson; Nicole Boswell

Secretaries – Shelia Hatcher & Sandra Steele, CGFM, CPA

Directors

Accountability – Carmen Leonard, CGFM

Education – LaTaya Lucas

Community Service – Beverlyn Dean

Monthly Meetings/Registration - Janice Duncan

Programs — Rachel Chou, CPA

Membership & Early Career – Kimwana Robinson and Emma Cole

Professional Certification (CFGM) - Sandra Steele, CGFM, CPA & Patrick Hemme, CGFM

Scholarships– Kay Wilson

Chairs

Awards & Nominations – Dennice Hillard, CGFM, CPA

Audit – Gladys Gray, CPA, CIA

By Laws & Procedures – Barbi Lee

Newsletter – Temeka Cooper

Sponsorship – Keren Deal, Ph.D., CPA, CGFM

Webmaster – Alea DePaola

Chapter Executive Committee 2013-14

Chapter Member Service Regionally and Nationally

2013-14


Monthly Luncheons

RSA Plaza on the 6th

Floor

Second Thursdays

Speakers Topics

September 2013 Dr. David G. Bronner, CEO, Retirement Systems of Ala. Alabama Retirement Systems

October 2013 Jim Ridling, Commissioner, AL Insurance Dept. Insurance for Alabama’s Citizens

December 2013 Emma Cole, Accounting Lecturer, Troy University Change Management

Beverly Strachan, Associate Professor, Troy University Forensic Auditing

January 2014 Todd Strange, Mayor of Montgomery City Government & Economics

February 2014 Theodore Williams, USAF Auditor General Audit Readiness

March 2014 Dr. Gregory Fitch, Director, ACHE Benefits of Higher Learning

Joint Meetings: Institute of Internal Auditors, December 2013; American Society of Military Comptrollers, January

and February 2014

Luncheon Cost: $14.00

Conferences

November 8, 2013

Annual Fall Professional Development Conference– Auburn University, Montgomery—Taylor Center

Theme: “Managing Scarce Resources and Maximizing Government Transparency”

Speakers Topics

Nicole Pinkham Senior Training Consultant, ATI Simply Lead with Less Evie Barry Director of Performance Reporting, AGA Accountability Blake Rodgers Practice Fellow-GASB GASB Updates Ken Jones, KPMG Healthcare Analytics Marikay Corcoran Emily Jones, Nic Cofield Jackson Thornton Big Data Michelle Cummings Cummings Properties, LLC Internal Control Dan Lord AL Securities & Exchange Commission Financial Scams, Wise Investing Dr. Keivan Deravi Auburn University Montgomery Economic Updates Lindsay Gill Forensic Strategic Solutions, Inc. Digital Evidence Gathering Willie L. Bradley Fleet Manager, Department of Transportation State Fleet Management Marty Redden AL Department of Finance Time Management Systems

The Fall Educational Conference provided 8.5 CPEs Cost: $199 Government AGA Member ~ $225 Non-Member ~ $249 Corporate Rate

April 11, 2014 Annual Spring Conference- Faulkner University Campus– Harris School of Business Building

Theme: “Excellence in Governance—Are You There Yet?”

Speakers Topics Dennis Coe State Department of Education State Education Budget & Needs/Updates

Doug Moseley Finance Director, City of Prattville City of Prattville CCR

Dr. Judy Kamnikar AUM Accounting Department Accountability & City of Prattville CCR

Dr. Keren Deal AUM Accounting Department Accountability & City of Prattville CCR

Meagan McDonald, AUM Accounting Students City of Prattville CCR

Leigh Dorsey

Wells Robinson J. Wells Robinson, P.C. Essential Advice on Workplace Ethics

Thomas Nola, Kathleen Baxter STAARS Project Directors State of Ala. Accounting Resource Sys.

2013-2014 Chapter Events


Community Service Events

The Montgomery Chapter actively participated in several community service projects throughout the program year. May 2013 Raised funds to assist victims of Oklahoma Tornado Disaster June 2013 Hosted a zoo trip for residents of Montgomery Children’s Home July 2013 Collected funds and 25 weather radios for Montgomery Area Council on Aging August 2013 Participated in school clean-up project at Hayneville Road Acceleration Academy September 2013 Collected school supplies for children of Adullam House and New Convictions Outreach October 2013 Held a food drive for Montgomery Area and other regions’ Food Banks November 2013 Held a silent auction benefiting the Sickle Cell Foundation of Alabama March 2014 Hosted a St. Patrick’s Day sing-a-long for residents of Capitol Hill Nursing Home April 2014 Participated in and raised funds for annual Joy to Life Walk of Life May 2014 Sponsored tables for breakfast fundraiser in support of Brantwood Children’s Home

(2014 Spring Seminar Speakers, cont.)

Dr. William Morehead Associate Professor, Mississippi College 2013 COSO Internal Controls;

Leadership with Grace

Stephanie Billingslea, Esq. Assistant Attorney General White Collar Crimes/Fraud Cases

The Spring Conference provided 8 CPEs

Cost: $65.00 Members ~ $165.00 Non-members

Audio Conferences

January 15, 2014 Fraud Detection & Prevention 2 CPE hours

March 5, 2014 Assessing the Reliability of Performance Data 2 CPE hours

May 21, 2014 Figuring Out the Right Thing to Do 2 CPE hours

June 11, 2014 Government Financial Management 2 CPE hours

Au d i o C o n f e r e n c e s w e r e h e l d a t T r o y U n i v e r s i t y


Mayor Todd Strange, City of Montgomery, proclaims March

as CGFM Month

The CGFM Program is distin-

guished by academic achieve-

ment, rigorous examinations

and experience in government

financial management.” The

CGFM is the first designation

that is broad enough to encom-

pass the federal, state and local

government financial manage-

ment field. It measures a wide

range of skills and knowledge

that professionals need to be

successful in the federal govern-

ment financial environment, or

to meet the challenges faced by

state and local government fi-

nancial managers.

Our Chapter supported the CGFM program by sponsoring up to twelve CGFM scholarships for members of the Chapter who passed any parts of the exam. Tashundrea Patterson of the Department of Revenue passed all three parts of the exam and received three scholarships. Ms. Patterson is employed as a Senior Accountant with the Department of Revenue. The Chapter’s March 2014 newsletter featured James D. Howell, CGFM, for the CGFM Spotlight article. Mr. Howell is employed as Assistant Director of the Examiners of Public Accounts County Audit Division

The following State, County, and City government leaders proclaimed March 2014 as CGFM Month:

Governor Robert Bentley, State of Alabama Mayor Mike Schmitz, City of Dothan Mayor Todd Strange, City of Montgomery Mayor Dexter McClendon, City of Greenville Mayor William A. Bell, City of Birmingham Mayor Robert Craft, City of Gulf Shores Mayor Jerry Willis, City of Wetumpka Mary Gary Fuller, City of Opelika Mayor Walter Maddox, City of Tuscaloosa Montgomery County Commission Mayor Tommy Battle, City of Huntsville Mayor Tony Kennon, City of Orange Beach Mayor Bill Gillespie, Jr., City of Prattville Mayor George Patrick Evans, City of Selma Mayor Jason Reeves, City of Troy

CGFM Committee members (l to r) Sandra Steele, Patrick Hemme and Rachel Chou, with Chapter President Margie Toney (ctr), join Mayor Todd Strange on March 11, 2014 for the signing of a proclamation from the City of Montgomery proclaiming March 2014 as CGFM Month.


CGFM Study Group Sessions

During the program year, the Montgomery Chapter offered study group sessions at Troy

University’s Montgomery Campus.

The Montgomery County Commission presents the CGFM Committee Members the March 2014 CGFM Proclamation at its March 10, 2014 meeting.


For the year ended May 31, 2014, there were 335 members in the Montgomery Chapter.

We welcomed 83 new and returning members during program year 2013-14. We continue to work on increasing our membership in the government and private sectors through recruit-

ment, incentive programs and advertising. A diverse membership is beneficial to all members in the

Chapter.

Source: AGA National

Membership Report

Koye Adedokun

Corinthia Ashe

Kathy Avinger

Samuel Barber

Diana Bethune

Peytie Bowen

LeTonya Bowman

Kim Butterbaugh

Sarah Byron

Amy Caldwell

Briana Callahan

Angelisa Chadwick

Janie Cobb

Emma Cole

Sandra Connell

Anthony Couch

Demetria Davis

Suretta Davis

Krystal Dinkins

Martha Dorsey

Charla Doucet

Teresa Durrett

William Ellis

Sharon Elston

Joel Evans

Julie Garner

Christy Gibbs

Winona Gray

Rachel Hamm

Wanda Hatfield

Mildred Heard

William Helms

Mary Herrington

Dorothy Hill

Nancy Holmes

Sanquetta Holmes

Amanda Hynds

David Jackson

Jamie Jackson

Jackie Jones

Scott Jordan

Roger Kalonick

Branden Kelley

Jeanne Kennedy

Diane Knight

Tamaya Knox

Joey Kreauter

Christopher Lentini

Gerard Leonard

Kathleen Luloff

Sheila McCary

Megan McDonald

Leigh McKee

Ken Milner

Jerel Mims

Ashley Mitchell

Lorinda Moon

Candace Moore

Jondra Oswalt

Kimberly Patrick

Tashundrea Patterson

Rosa Robinson

Kesha Ross

Stephen Schlosser

Jennifer Scrivano

Pamela Shirley

Nicole Skipper

Robert Slate

Daniel Stevenson

Tashantia Stewart

Kimberly Swafford

Julie Tao

Joshua Taylor

Rick Thomas

Brandee Tickle

Morgan Vinson

Julie Waddle

Kenny Ward

Constance Washington

Roy Watson

Tameka Weathers

Thomas White

Stephanie Whitehead


Membership & Early Career Events

January 2014 Early Career and Young Professionals Lunch N’ Learn w/ Door Prizes

April 2014 Presentation to AUM Accounting Club

Chapter Recognition Program

Points Earned for Program Year 2013-2014

Goal 2013-2014 19,501

% of goal 213.56

Chapter Leadership Planning and Participation 3,750

Education & Professional Development 4,575

Certification 8,975

Communications 11,622

Membership 5,100

Accountability 3,600

Community Service 2,675

Awards 1,350

Total 41,647

Accountability Report

AGA's Citizen-Centric Government Reporting Initiative is intended to foster

innovative means of communication between governments and their citizenry.

AGA believes that government financial information should be provided to citi-

zens in forms that are clear and understandable, updated regularly and often,

delivered to all, easy to locate, honest in breadth and technically accurate in

detail. In fact, as the owners of government, citizens have a right to this infor-

mation. AGA's Citizen-Centric Reports detail government finances in a visually

appealing, clear and understandable four-page document. AGA believes that

these reports will make governments more accountable to their citizens, and

will help Americans become better educated and better able to participate in

government activities.


Our Chapter has produced three Member-Centric Reports: 2011; 2012; 2013

We were awarded a Certificate of Excellence in Member Reporting for the fiscal year ended 2013.

Evie Barry, AGA’s National Director of Performance Reporting, was a speaker at our November 2013

Fall Educational Seminar and gave a presentation on Accountability. She also presented to the Mont-

gomery Chapter a Certificate of Excellence in Member Reporting for the fiscal year ended 2013.

Accountability Report

Publications

The Capital City Focus, the Chapter’s newsletter, is published monthly during the program year. April 2014 – The National Office evaluated Chapter newsletters for the annual newsletter competition. Our Chapter submitted the October newsletter to be judged. The Annual History Report is published 90 days after the end of the program year.


For The Year Ending May 31, 2014

Treasurer’s Report

Bank Accounts Summary

Beginning YTD YTD Outstanding Ending

Balance Receipts Disbursements Checks Balance

Share $ 30.72 0.09 $ 30.81

Checking 13,232.64 * 77,089.87 *

(69,980.57) * $ 20,341.94

13,263.36 77, 089.96 (69,980.57) $ 20,372.75

* include receipts/disbursements related to prior fiscal year transactions.

Bank Reconciliation

Ending Balance @ MAX as of 5/31/2014 $ 27,170.21

Plus: Deposits in Transit -

Less: Outstanding Checks (6,828.27)

Check Register Balance as of 5/31/2014 $ 20,341.94

Plus: Share Balance $ 30.81

Share and Checking Balance as of 5/31/2014 $ 20,372.75



Treasurer’s Report, continued

Profit and Loss Report

Jun '13 - May 14 YTD Budget Annual Budget Budget Vs.

Actual

Ordinary Income/Expense

Income

RECEIPTS

Annual Fall Seminar-EDU 44,983.36 40,850.00 40,850.00 (4,133.36)

Annual GAAF-ADM 7,103.06 2,500.00 2,500.00 (4,603.06)

Annual President's Dinner-EDU 0.00 500.00 500.00 500.00

Annual Spring Seminar-EDU 9,331.50 12,500.00 12,500.00 3,168.50

Audio Conference Fees-EDU 710.00 500.00 500.00 (210.00)

Chapter Dues-Fall Seminar-EDU 10.00 2,150.00 2,150.00 2,140.00

Chapter Dues-Spring Seminar-EDU 1,265.00 0.00 0.00 (1,265.00)

Community Service-CS 5,280.83 1,500.00 1,500.00 (3,780.83)

Donations from Vendors-AW 0.00 50.00 50.00 50.00

Individ, Business Contributions 0.00 0.00 0.00 -

Interest-Checking-ADM 70.62 65.00 65.00 (5.62)

Interest-Savings-ADM 0.09 0.00 0.00 (0.09)

Membership & Recruitment-MEM 378.00 349.00 349.00 (29.00)

Membership Dues-Ind. 0.00 0.00 0.00 -

Membership Dues-Ind.-MEM 1,047.50 300.00 300.00 (747.50)

Miscellaneous Income 0.00 0.00 0.00 -

Monthly Luncheons 6,535.00 6,321.00 6,321.00 (214.00)

Sponsorships 375.00 2,500.00 2,500.00 2,125.00

Total RECEIPTS 77,089.96 70,085.00 70,085.00 (7,004.96)

Total Income 77,089.96 70,085.00 70,085.00

Gross Profit 77,089.96 70,085.00 70,085.00



Treasurer’s Report, continued

Profit and Loss Report

Expense

DISBURSEMENTS

Accountability Com-

mittee-ACC 64.35 300.00 300.00 235.65

Annual Fall Seminar-

EDU 15,510.88 17,790.00 17,790.00 2,279.12

Audio Conference-

EDU 1,065.00 498.00 498.00 (567.00)

Awards Committee-

AW 1,352.75 1,115.00 1,115.00 (237.75)

Bank Fees-ADM 223.40 250.00 250.00 26.60

Business Registration

Fees 0.00 0.00 0.00 -

CGFM Committee-

CGFM 683.03 1,616.00 1,616.00 932.97

Chapter Administra-

tion 475.32 0.00 0.00 (475.32)

Community Service

Comm-CS 5,389.05 876.00 876.00 (4,513.05)

Financial Audit-ADM 250.00 250.00 250.00 -

Luncheons-MEET 6,857.19 7,741.00 7,741.00 883.81

Membership & Re-

cruitment-MEM 480.00 500.00 500.00 20.00

Membership Dues to

National-EDU 23,712.00 19,620.00 19,620.00 (4,092.00)

Merchant Account-

Global Fee-ADM 550.66 500.00 500.00 (50.66)

Merchant Account

Fee-AMEX-ADM 87.45 100.00 100.00 12.55

Miscellaneous Costs 47.42 0.00 0.00 (47.42)

Miscellaneous Costs-

ADM 60.78 200.00 200.00 139.22

Monthly Parking Fees-

ADM 300.00 400.00 400.00 100.00

National PDC Ex-

penses-ADM 4,223.00 2,700.00 2,700.00 (1,523.00)

Office Equipment-

ADM 669.95 650.00 650.00 (19.95)

Office Supplies-ADM 122.59 750.00 750.00 627.41

Printing & Postage-

ADM 41.41 75.00 75.00 33.59

Scholarships-ADM 2,000.00 3,000.00 3,000.00 1,000.00

Sponsorships 0.00 2,500.00 2,500.00 2,500.00

Spring Seminar-EDU 5,093.02 7,100.00 7,100.00 2,006.98

Travel Expense

(GAAF) 96.37 1,050.00 1,050.00 953.63

Webpage 624.95 600.00 600.00 (24.95)

Total DISBURSEMENTS 69,980.57 70,181.00 70,181.00 200.43

Total Expense 69,980.57 70,181.00 70,181.00

Net Ordinary Income 7,109.39 -96.00 -96.00

Net Income 7,109.39 -96.00 -96.00


The Chapter’s Annual Awards Luncheon is held in the month of May.

Chapter Awards and Scholarships

Favorite Speaker Dr. William (Billy) Morehead, CPA, CGFM

Community Service Award

Beverlyn Dean

Professional Development Award

Dr. Keren Deal, CPA, CGFM

Academic Scholarship Recipients

Jennifer Scrivano Shanell Rhodes Auburn University Troy University

Scholarships were presented by Kay Wilson, Scholarships Committee Director

Perfect Attendance Award Recipients

Yu-Chien (Rachel) Chou Janie Cobb Alea DePaola Janice Duncan Pamela Hill LaTaya Lucas Cheryl Newton Renee’ Reese Sandra Steele Margie Toney Veronica Harris

Chapter Awards LuncheonChapter Awards Luncheon


Margie Toney served as President from June1, 2013 through May 31, 2014. LaTaya Lucas is the Chapter President for program year June 1, 2014 through May 31, 2015.

The passing of the gavel occurred at the final monthly meeting, the May Awards Luncheon.

Installation of Incoming Chapter Officers for Program Year 2014-15

Outgoing President Margie Toney (far right) installs Chapter Officers for program year 2014-2015, (l to r): Nakia

Tetter, President-elect; Jeannie Price, Treasurer; Nicole Boswell, Secretary; Janice Duncan, Financial Secretary;

LaTaya Lucas, Incoming President. Installation was held during the annual May Awards Program and Luncheon.

Below: Incoming President LaTaya Lucas presents plaque to President Toney following installation ceremony.


Sectional Leadership Meeting-Kansas City, MO, April 24-26

The Montgomery Chapter was represented by LaTaya Lucas, In-

coming President, and Emma Cole, Incoming Membership Director.

AGA National PDT- Orlando, FL, July 13-16

The Montgomery Chapter was represented by five members:

Incoming President LaTaya Lucas

Membership Directors Emma Cole, Kimwana Robinson

Regional VP-Elect Dr. Keren Deal

Regional Coordinator, Pamela Henderson

Membership

Montgomery Chapter Accomplishments!

National Awards

Highest Overall Growth Award, Group A

Platinum Level Achievement Chapter Recognition Program


Community Service Committee School Clean-up Project

May Awards Luncheon

CGFM MONTH


Emma Cole accepts Chapter’s Highest Overall Growth Award from National

President Mary Peterman

Chapter President Margie Toney shares a chuckle with Mayor Todd

Strange, Luncheon Speaker for January

Community Service Committee’s Angela Abernathy presents weather

radios to Montgomery Area Council on Aging


Association of Government Accountants

Montgomery Chapter P.O. Box 1001

Montgomery, AL 36123

Documents

Message from Margie Toney, Immediate Past-Presidentmontgomeryaga.org/downloads/Accountability/aga_montgomery_chapt… · 1 2013-2014 Annual History Report Secondary Story He adline