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AGA’S MISSION:
AGA fosters learning, certification, leadership and collaboration for
professionals and stakeholders committed to advancing government
accountability.
______________________________________________________
2014-2015 NATIONAL PRESIDENT, WILLIAM D. MILLER
THEME: “OPPORTUNITY”
February 2015
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CONNECT TO AGA
AGA Montgomery on: AGA National on:
Facebook Twitter LinkedIn GovLoop AGA National Website: http://www.agacgfm.org/home.aspx
AGA Montgomery Website: http://montgomeryaga.org/index.php
Special Points of Interest MESSAGE FROM PRESIDENT
MONTHLY LUNCHEON / SPEAKERS
BIO
SCHOLARSHIP
CPE OPPORTUNITIES
JOB LISTING LINK
CHAPTER / NATIONAL NEWS
AWARDS
MEMBERSHIP / YOUNG
PROFESSIONAL (YP)
BYLAWS
COMMUNITY SERVICE
CGFM
FINANCIAL REPORT
UPCOMING EVENTS
CALENDAR
CEC COMMITTEE DIRECTORY LINK
VOLUME XIX
ISSUE 6
One of the roles of professional associations like AGA is to develop new thinking on issues affecting those we represent. This new thinking is developed out of research and draws on the considerable resources and experiences of our members and counterparts in the private sector – our Corporate Partners. These organizations all have long-term commitments to sup-porting the financial management community and choose to partner with and help AGA in its mission of advancing government accountability.
AGA has been instrumental in assisting the develop-ment of accounting and auditing standards and in generating new concepts for the effective organiza-tion and administration of government financial man-agement functions.
AGA conducts independent research and analysis of all aspects of government financial management. These studies make AGA a leading advocate for im-proving the quality and effectiveness of government fiscal administration, program performance, and ac-countability.
These in-depth studies are made possible with the support of our Corporate Partners.
Leadership Library Executive Reports Current Surveys in Process Research Series Reports Survey Series Reports Show All Reports in Library
P a g e 2 T h e C a p i t a l C i t y F o c u s
Chapter President’s Message
LaTaya Lucas
2014-2015
Welcome to the February 2015 issue of the Capital City Focus. This is the midpoint of the 2014-2015 program year, but you would never know it, because the Montgomery AGA committees con-tinue to be running full speed ahead. I’ve decided to talk about the month of FIRST things happen-ing with the Chapter.
February is Early Career Month, and that’s nothing new. But, did you notice Navigation 2015 on the website? The Membership/Early Career committee has spearheaded the first workshop for Young Professionals and others. Just take a minute and read that. For the first time, career counselors will be on hand to help the attendees navigate their career path. Don’t you wish we could have started our careers with an opportunity to find our professional fit? The workshop is free, but the Chapter would like to extend an invitation for the students to network with us at the luncheon immediately following their training. If you would like to participate as a sponsor ($15), contact [email protected]. February will also be the first time ALL members can preview the video from the Journey event. Remember the questions many of you stopped to answer for the Young Professionals (YPs) at the Fall training? Well, it’s time to see how they captured your advice on camera. Come out Friday, February 13th to see which chapter members are in the video. Could one of them be you? The Community Service committee is also putting the Chapter on the map also. For the first time, Montgomery AGA
will participate in the Volunteer Income Tax Assistance program (VITA). I am thrilled about our partnership with Ala-
bama State University to bring volunteers together for FREE tax preparation for the community. VITA will be availa-
ble each Saturday by appointment only. Please spread the word. Let me reverse, and say that our January luncheon
was very entertaining, hands-on, and educational.
Michael Jackson brought his family to role play active shooters. He used the
audience to demonstrate that a person cannot sustain themselves for a long
period during a fight, and he had other props to illustrate how we can pre-
pare ourselves in advance to handle
difficult situations that may occur in
the workplace. Below are two excerpts
from his discussion (full slides to be
posted soon). Remember that one hour
of CPE was available; please contact
[email protected], if you did not receive your certificate.
March is right around the corner; I mentioned that because our CGFM Committee has started the work on having the CGFM program recognized by local governments across the state. If you live in a small town and would like to bring the CGFM to your community’s attention, our CGFM committee directors would love to help you in these efforts. Please contact them at [email protected] for tools you can use.
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FRIDAY, FEBRUARY 13, 2015
12:00 PM - 1:15PM RSA PLAZA
770 Washington Avenue MONTGOMERY, AL 36130
We're looking forward to seeing you there! Cost: $15.00
Guests are always welcome. Parking is available in the deck, please enter on Adams Avenue
Reservations to LaVerne Williams or Tamaya Knox via
Email: [email protected] or [email protected]
ATTENTION! Members will be invoiced for the cost of the lunch for cancellations made
AFTER the close of business on Friday, February 6th (Including the failure to attend without cancellation notice.)
Menu
ENTRÉE Spaghetti with Meat Sauce
Fried Chicken Italian Green Beans Au Gratin Potatoes
DESSERT
Peach Cobbler
BEVERAGE Tea
Water Coffee
Early Career Month
T h e C a p i t a l C i t y F o c u s
Career opportunities/job announcements will be posted in the Classified/Career Opportunities section found under the quick links of the AGA Montgomery website.
Visit this section often for your next opportunity for career advancement.
JOB LISTING
Click Here
Career Opportunities/Resources Committee Announcement for AGA
FEBRUARY LUNCHEON
P a g e 4 T h e C a p i t a l C i t y F o c u s
FEBRUARY’ S MONTHLY LUNCHEON SPEAKER’S BIO
Journal CPE Quiz – By reading the Journal and passing an online quiz, you can earn three continuing professional educa-tion (CPE) credits. You can pur-chase and take quizzes immedi-ately after submitting your or-der Click here to learn more
CPEs
Discover what AGA membership is and what it can do for you. Click below to see all the Ben-
efits of Membership.
BENEFITS
Phillip Johns joined Jackson Thornton in 2010. He received his Bachelors of Science in Accounting and Masters of Accountancy from the University of Alabama. Phillip has earned the designation of Certified Public Accountant and Certified Fraud Examiner. Phillip works as a supervisor in the audit niche specializing in not-for-profit entities. Within his organization, Phillip is active in Jackson Thornton Young Professionals (JTYP) and has served as a seasonal chair and as a co-chair of the JTYP Community Events Committee. He also provides training to new staff during their orientation process for software that the firm utilizes. In his community, Phillip serves as a United Way Loaned Executive where he meets with and represents the United Way to local businesses to solicit donations to the annual campaign. Ashley Taylor joined Jackson Thornton in 2008. She received her Bachelor of Science in Accounting and her Masters in Business Administration from Auburn University Montgomery. Ashley has earned the designations of Certified Public Accountant, Certified Valuation Analyst, and Accredited in Business Valuation. Ashley works in the Business Valuation and Litigation Consulting Group and primarily specializes in litigation services related to commercial fraud, lost profits, and loss of business value. Within her organization, she is actively involved in the recruitment and orientation process. She is a Past President of the Jackson Thornton Young Professionals (JTYP) group and has served as a Co-Chair of the JTYP Community Events Committee. In her community, Ashley currently serves on the Montgomery Mayoral Young Professional Council and is the current Vice President of EMERGE Montgomery. She is a graduate of EMERGE Montgomery’s Torchbearers Leadership Class IV and was voted one of the Top 5 River Region Young Professionals of the Year in 2013. Ashley is an ac-tive member of and currently serves on the Board of Directors for the Kiwanis Club of Montgomery.
P a g e 5 T h e C a p i t a l C i t y F o c u s
BECKER CHAPTER SCHOLARSHIPS
Awarded by Montgomery AGA
Deadline: March 1, 2015
GENERAL QUALIFICATIONS: The Montgomery Chapter of the Association of Government Accountants (AGA) announces the availability of two
50 percent Becker scholarships. These scholarships will pay for half of the Becker tuition and zero percent financing for the other half of the balance. Payments can be made monthly over 18 months with no interest. Only serious candidates need apply. Becker will be tracking the scholarships given and making sure the winners actually use their scholarships within the allotted timeframe. Anyone who is awarded a scholarship will have to order their materials before June 30, 2015.
Qualifications & Degree Requirements: 1. Baccalaureate with 150 hours or Graduate degree. 2. Minimum of 33 semester hours in accounting excluding introductory courses. 3. 27 semester hours in business courses excluding accounting and 3 semester hours in business law. 4. The applicant must be a member of the Montgomery Association of Government Accountants
(AGA) Chapter. 5. The applicant must be a legal resident of Alabama and a citizen of the United States. Written Statement:
Your written statement, in 50 words or less, giving the reason you are applying for this scholarship and indicating your interest in government must accompany this application.
The completed application, written statement, and official transcript (copies will be accepted) must be received by March 1. 2015.
Mail to: Association of Government Accountants ATTN: LaTaya Lucas, Chapter President P. O. Box 1001 Montgomery, Alabama 36101 Completed Application Form, Written Statement, and Official Transcript from your university must be received
by March 1 of current year to be considered.
Link to Applications: AGA Montgomery Becker - Scholarships
P a g e 6 T h e C a p i t a l C i t y F o c u s
Montgomery Chapter-AGA Accounting Scholarship
Click Here
The Montgomery Chapter of AGA is offering scholarships during the 2014-2015 program year for students seeking a degree in Accounting. There are four categories for the accounting scholarships. The categories are Full-time State Employee, AGA Chapter Member, Child of AGA Chapter Member, and accounting student-not a State employee and not an AGA member. All of the following documents are required by the deadline for your application to be considered;
1) Your written statement, in 50 words or less, giving the reason you are applying for this scholarship and indi-
cating your interest in government must accompany your application.
2) The completed application.
3) Your official transcript mailed by your university. If you are applying as a graduate, a copy of your undergrad-
uate transcripts must also be mailed by your university.
4) Your written statement, the completed application, your official transcript undergraduate and graduate (if
applicable) mailed from your university and must be received by April 6, 2015. Please mail all of the required
documentation to: Association of Government Accountants, Kay Wilson, Scholarship Committee Chair, P.O.
Box 1001, Montgomery, Alabama 36101.
Link to Application:
Click: Lands' End.com
Gulf Region Professional Development Training (PDT)
Theme: “Emerging Issues for Government Accountability Professionals” Location: University of New Orleans (UNO) 2000 Lakeshore Drive
New Orleans, LA 70148 (504) 280-6000
Date: May 5-6, 2015 Cost: $199 AGA members & affiliates registration fee $225 regular registration fee Registration information will be posted soon!!!
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T h e C a p i t a l C i t y F o c u s
News
YOUNG PROFESSIONALS
BYLAWS
The Bylaws Committee would like to thank everyone who participated in the vote
that took place during our Fall Training at the Prattville Marriott Legends. The revi-
sions described on both Ballot 1 and Ballot 2 were approved by an overwhelming
majority of the voting members. The previous and revised versions of the Bylaws
are available on the Chapter’s website. Your support is greatly appreciated.
Navigation 2015
Free Workshop
February 13, 2015
for
Students and Early Career Professionals
Lunch Cost - Standard AGA Luncheon Cost (Sponsorships Available)
The Montgomery AGA chapter submits one membership renewal file for all conference attendees to the national office, once all agency payments for the conference have been received and reconciled. We received the last pay-ments at the end of January and the file has been prepared for submission. Your status should be updated in the national database no later than the end of February. There are no actions required on your part to renew your membership. We truly hope that you are enjoying the benefits of your 2014-2015 membership. If I may assist you in any way or address any questions or concerns, please feel free to contact me at [email protected]. Your membership satisfaction is my priority. Sincerely, Emma Cole Membership Director
Association of Government Accountant – Montgomery Chapter
Membership Renewal
P a g e 8 T h e C a p i t a l C i t y F o c u s
A G A N A T I O N A L A W A R D S
These awards are presented at AGA’s Professional Development Training (PDT), and primarily recognize individuals for their contributions to AGA.
Robert W. King Memorial Award Einhorn-Gary Award
Frank Greathouse Distinguished Leadership Award Achievement of the Year Award
Educator Award Cornelius E. Tierney/Ernst & Young Research Award
Chapter Education Award Chapter Service Award
Community Service Award International Achievement Award
Chapter CGFM Award Emerging Leader Award of Excellence
Regional Coordinator Award Other National & Local Awards
Deadline
The original nomination package must be received by 5 p.m. Eastern Time on Sunday, March 13, 2015. If you have questions or a nomination, contact Carolyn Rhodes or Nicole Skipper.
Awards will be given July 12-15, 2015: PDT in Nashville, TN
Link: Click Here
January Luncheon Winners: AGA NEWS
WA GAYLE -PLANETARIUM (Oak Park)
FAMILY PASS
Kimwana Robinson
$10.00 SUBWAY CARD Jennifer Scivano
CPEs CPE certificates were not picked up at the January luncheon. Please contact Marcus Johnson at [email protected] Lost and Found Reading glasses left at the Legends in Novem-ber. Contact [email protected] for pickup. National News Working to prevent, detect or mitigate fraud in your organization? Utilize AGA's user-friendly Fraud Prevention ToolKit. Try it now
P a g e 9 T h e C a p i t a l C i t y F o c u s
Community Service
Sign up for AGA’s Intensive Review Course with CGFM Examinations included – it’s a great opportunity to review the course material with a knowledgeable instructor and complete your CGFM!
The Intensive Review Course (IRC) will be held in Washington, February 23-24, 2015. The class will run 8 a.m. – 5 p.m. both days. The cost of the course is only $375 for qualified participants and offers up to 18 CPE hours.
SPECIAL BONUS: The CGFM Examinations are offered at no additional cost to course attendees a $327 savings!
Register
CGFM® Intensive Review Course & Exams
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T h e C a p i t a l C i t y F o c u s
2014-2015 AGA CHAPTER EXECUTIVE COMMITTEE
President, LaTaya Lucas Dept of Corrections
(334) 353-5519 [email protected]
President Elect, Nakia Tetter
State Military Dept (334) 271-7435
Immediate Past President, Margie Toney
Dept of Revenue (334) 353-9284
Secretary, Nicole Boswell Insurance Dept (334) 241-4182
Assistant Secretary Angela Abernathy Dept of Education
(334) 353-9106 [email protected]
Treasurer, Jeannie Price
Secretary of State (334) 242-7220
Financial Secretary
Janice Duncan Dept of Transportation
(334) 242-6000 [email protected]
Board of Directors Link:
Click Here
How to Contact Us!
2014-2015 DIRECTORY
UPCOMING EVENTS 2015
SYLLABUS FOR CGFM EXAM 2 - GOVERNMENTAL ACCOUNT-
ING, FINANCIAL REPORTING & BUDGETING
Location: Juliette Hampton Morgan Library, 245 High Street,
Second Floor Auditorium
Dates: October 8, 2014 - February 11, 2015
Time: 12:00 pm - 1:00 pm
Contact: Pamela R. Hill, CPM, Director or
Sandra Steele, CGFM, CPA, CPM, Assistant Director
FEBRUARY 4 & 11
AGA Luncheon
@ 12 Noon
RSA Plaza
FEBRUARY 13
Presidents Day
FEBRUARY 16
Links
LINKS
Minutes Click: Minutes
AGA Financial Report
Click: Financials
