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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
2 2013-2014 Annual History Report
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
3 2013-2014 Annual History Report
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
4 2013-2014 Annual History Report
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
5 2013-2014 Annual History Report
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.
6 2013-2014 Annual History Report
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.
7 2013-2014 Annual History Report
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
8 2013-2014 Annual History Report
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.
9 2013-2014 Annual History Report
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.
10 2013-2014 Annual History Report
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
11 2013-2014 Annual History Report
For The Year Ending May 31, 2014
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
12 2013-2014 Annual History Report
For The Year Ending May 31, 2014
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
13 2013-2014 Annual History Report
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
14 2013-2014 Annual History Report
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.
15 2013-2014 Annual History Report
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
16 2013-2014 Annual History Report
Community Service Committee School Clean-up Project
May Awards Luncheon
CGFM MONTH
17 2013-2014 Annual History Report
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
18 2013-2014 Annual History Report
Association of Government Accountants
Montgomery Chapter P.O. Box 1001
Montgomery, AL 36123