Stacy L. Wheeler 572 E Maple Street Davisville, WV 26142 Home: 304-916-2680 Work: 304-480-7214 swheeler@suddenlink.net Summary I am a highly motivated, sociable, dependable, optimistic, and hardworking professional with a great work ethic, exceptional organization and personal skills. I am responsible individual with experience in customer service, loss prevention, accounting, projects, new employee training, and data entry. My goal is to contribute my education, skills, and experience to your organization.

Education Accomplished: Baccalaureate Program in Business Administration with specialization in Business Information Technology, May 2015 Associates in Applied Science in Business Technology, May 2011 Associates in Applied Science in Business Administration specialization Accounting, May 2011 24 Accounting hours, Accounting Series, May 2013 Currently Accomplishing: Baccalaureate of Science in Business Administration with specialization in General Business (tentative graduation Dec 2016) Systems Knowledge in various software programs Oracle WebTA Expeditor Discoverer PDWeb Outlook Prism Office 2010 Internet Explorer IPP Microsoft Word Front Page IPAC Power Point Laserfiche BFEM Access PPDnet DataLoader Excel Crime Ntel DropZone Windows 98 and 07 Perfect Payroll LoaderMaster Word Perfect Microsoft Works Lotus Notes Meditech medical software Tyler Incode System HR Connect GoToMeeting Visio 2010 TLMS Quickbooks Training Completed the following courses available at Bureau of Fiscal Service: Appropriations Law Budgeting and Accounting Making the Connection Dollars and Sense The Prompt Payment Act and Voucher Examination

Certifying Officer: Your Role and Responsibilities Cash Reconciliation Overview Understanding Sequestration MOV AGA Spring Training that covered various topics from local, state, and federal agencies Vision Strategic training by MorganFranklin Demonstration of Invoice Processing Platform (IPP) Experiences Bureau of Fiscal Service-Accountant 0510 7/9/11/12 Series, October 19, 2014 to present:

Customer Service, Budget, Audit, Journals

GWA Subject Matter Accountant:

Provide customer service to various agencies daily by phone and email. Complete audits of financial statements of agencies according to the OMB circulars and TFM. Complete subject matter analysis and Management Representation Letters analysis for 38 agencies for agency accuracy and transparency. Created and edited two free form notes for Oil and Gas and Natural resources agency recording that would be published in the Financial Report of the United States Government for Fiscal Year 2014. I processed journal voucher approval requests that would accurately report the agency financial statements in the Financial Report.

PGL Accountant:

Review and approve accounting technician entries in Oracle for specific customers to ensure accuracy. I use excel on a regular basis creating formulas, pivot tables, and macros to create interface files and data loaders that are used by accounting technicians and other accountants to process customer requests in a more efficient manner. Process report requests on a daily basis. Provide customer service to various customers daily by phone and email.

Research, Projects and update procedures/processes:

Work in a team of coworkers in my branch to conduct and complete specialized projects and assignments such as: review, update, and develop policies, procedures, guidelines, to be used to complete tasks. I research complex accounting, collection, and other financial and fiscal issues that require in-depth analysis, and interpretation.

Bureau of the Public Debt-Accounting Technician, November 19, 2012 to October 19, 2014:

Customer Service, Account Payable and Account Receivable processes, Budget:

Provide customer service to various customers daily by phone and email in energy payments, check research, FOIA, foreign payments, and various other miscellaneous account receivables/payables. Process several types of DCP items such as limited payables, cancellations, reclamation of credits, RFC cancellations and reissues, DCRB employee retirement contribution refund, DCP administrative reimbursement from DCRB, annuitant and

pension reimbursement for overpayments, setting up new annuitant receivables, adjusting annuitant receivables, disbursement summary for DCP, judges contribution, private plan health insurance, FedDebt IPAC, and district reimbursement receivable. Ensure accuracy on all levels of accounting. Responsible for verifying invoices and IPAC’s received by the Bureau and submitting to the approver within two days. Process all grants, invoices, and grant IPACs for the Denali Commission within one day. Process on an regular basis all Energy Grant invoices and State Small Business Credit Initiative grant requests within one day. Process all TDP Public Service Voucher payment requests within one day. Currently I process all TDP Travel Voucher manual obligation requests and payment requests within one day.

Process reimbursable billing (1080s, Internals, IPACs) on a quarterly basis. Set up guarantees for the reimbursable each year. Enter adjustments to guarantees because of expired funds or amendments. Provide delinquency list items to the lead technician and submit list to customer for review for DCP. Use the CIR to monitor deposits, wires, and debit vouchers for DCP. Assist with the SSAE 16 by completing the DCP open expense accruals in a timely manner.

Assist with the project cost budget, budget authority, OTA federal status of funds, and tasks for OTA. Also, process OTA payroll modifications to existing purchase order documents and send reports on any fund failures such as budgeting failures or failing at the fund lines. Set up new obligations in Oracle. Compare status of funds reports, reprogram excel documents, and Oracle cost budgets and determine if decreases need to be completed. If lines need decreased I make the adjustments, submit, and baseline the changes. Assist with increasing lines for the cost budget, budget authority, and auditing for OTA under the accountant projects responsibilities. Create excel files to use Data Loader software to process large amounts of OTA budget changes. Create pivot tables to research and compare various OTA reports.

Research:

Research and take and/or coordinate corrective action on energy payments, check research, foreign payments, DCP items. Use Data Loaders and Drop Zones when processing energy payments and other required information for DO and WCF. I am responsible for running the ARC AP Interface when processing energy payments. Maintain financial systems by updating spreadsheets, inputting invoices, IPACS, account receivable receipts, and accounts payable information. Ensure requested information is sent accurately and in a timely manner. Work with foreign customers to ensure payments are made in appropriate currency. Complete and maintain confidential payments and all records associated with the payment. Assist with Civil Monetary Penalty/Debt Collection. Post and maintain records in Oracle for all civil monetary penalties (CMP) for our branch. Monitor branch check log to ensure all checks have been accounted for within two days. Ensure cash/miscellaneous receipts are posted by month end to allow 224 to be completed timely.

Research complex accounting, collection, and other financial and fiscal issues that require in-depth analysis, interpreting, post and maintain all account receivable receipts, housing, jury duty, recycling, and FOIA receipts for our branch. Examine, analyze, and interpret accounting data, records, and reports from Oracle, Discoverer, Prism, obligations, invoices, and energy payment batch requests, just to name a few. Enter and maintain all records for the Renewable Energy Tax Credit. Post and maintain records for DCP branch. Post reimbursable billings from other agencies. Prepare, review, analyze, and submit monthly metric financial statements for DCP.

Projects and update procedures/processes:

Work in a team of coworkers in my branch to conduct and complete specialized projects and assignments such as: review, update, and develop policies, procedures, guidelines, to be used to complete tasks. Some of the policies that I have reviewed, updated, and developed are: check cancellation/rejection payments procedure, confidential payment request, energy payment cancellation procedure, energy payment procedure, foreign payment procedure, energy payment reissue and manual issue procedure, as well as others. Created new flow charts using Visio 2010 those were presented to managers, directors, and other personnel in Parkersburg and Washington D.C.

Worked with accountants to create a Loader master in excel to process 1221s that use to be manually entered each month.

Train new hires, create and present presentations:

Account Receivable processes and training: DCP receipts, miscellaneous, housing, jury duty, recycling, FOIA receipts, and civil monetary penalties (CMP). I also, have train on other accounts receivable items in DCP such as administrative reimbursement from DCRB, annuitant and pension reimbursement for overpayment, setting up new annuitant receivables, adjusting current annuitant receivables, FEDTAX withholding from STAR accrual, POST 87 retirees accounts receivable invoice and receipt, judges contributions, and district reimbursement receivable. Another item that is completed each month that I train new employees in is the DCP open expense accrual procedures.

Account Payables processes and training: RFC cancellations and reissues, DCRB employee retirement contribution refund, DCP FedDebt IPAC, disbursement summary also known as STAR accrual, RITS IPAC, NFC Private Plan creating an IPAC and then processing the IPAC invoice. I also train in account payables for TDP such as, energy payments batch reports and processing, foreign payments, confidential payments, and reimbursable billing postings. Another item that I train on is the DCP EFT metrics, Prompt Pay metrics, and Customer metrics which are completed each month by the 15th. I created and present an Energy Payment Grant power point presentation to all new hires through the PGL training. All grants, invoices, grant IPACs for Denali Commission. Check Federal Status of Funds on a variety of grant funds to ensure funding is available. If there isn’t enough funding available to process payment request send an email with the information so that they can have funds budgeted to the fund lines.

All processes and functions used in our branch I used my knowledge of the General Accepted Accounting Principles (GAAP) and methods, Financial Accounting Standards Board (FASB) statements and interpretations, Federal Accounting Standards Advisory Board (FASAB) as well as entity specific financial reporting policies and procedures to operate and/or inspect accounting systems, prescribe accounting standards, policies, and requirements necessary for the completion of accounting processes.

City Of Parkersburg-Payroll Clerk, December 23, 2009-November 16, 2012 Customer Service, Account Payable &Account Receivable processes:

Process the payroll for all employees of the City of Parkersburg. Run interfaces to detect rejections and make the appropriate correction to the financial accounting payroll system to complete payrolls. Receive and process bank deposits, record journal entries into various fund accounts. Maintain records of all journal entries, payroll deductions, and garnishments. Process and pay all taxes to the IRS and state agencies, process quarterly reports, unemployment reports, worker’s compensation fund, and 941 reports by reviewing routine, complex, and sometimes unusual documents such as termination and retirement of individuals in that particular quarter to ensure accounting data and mathematical accuracy. Prepare reports as required for the completion of all payroll requirements. Reclassify data as necessary for reporting purposes. Monitor the external reporting systems such as mytaxes.gov for the WV State tax reporting, wvdhhr.org for the child support garnishment reporting, PERS for the reporting of the employees retirement, and WVUC for the reporting of unemployment compensation. Perform monthly reconciliations and analysis. Print and distribute all W-2’s and reports that are associated with processing of the W-2’s to state and federal agencies. Perform quarterly and yearly reconciliations with the State of West Virginia, Ohio, and the IRS. Calculate retirement pensions for the police and fire department employees by reviewing routine and complex documents to verify accounting data and mathematical accuracy. Prepare memorandums, letters, and document drafts on a daily basis. Prepare documents for the State of West Virginia and Internal Revenue Service that are not on a routine basis. I assisted in the Business and Occupation Tax office by maintaining current records of all businesses in the City of Parkersburg. Conducted research on business accounts and licenses and apply all applicable regulation fees by West Virginia State Code. Also, researched to locate new businesses and update the business chart of accounts. Filed documents at the courthouse to create liens on delinquent accounts and once accounts are current release the liens. I reviewed routine, complex, and unusual documents such as the business and occupation tax returns to verify mathematical accuracy. Communicated on a daily basis with customers to assist with any questions they may have on completing the tax return. Ran various reports and data extracts from the reporting system and financial accounting portion of the software system. Ran interfaces to detect rejections and make the appropriate correction necessary for completion in the financial accounting system. Audits: Performed and participated in quarterly and annual audits ensure that all records are accurate and review all reports to verify accuracy. Create reports, extract data from the payroll software, run data specific reports, and maintain files for auditing purposes. I monitored financial reports throughout the fiscal year to ensure accuracy such as payroll registers, clothing allowances for police and fire personnel, child support, and other various local, state, and federal wage garnishments. I evaluated incoming source documents such as new wage garnishments, direct deposit, and new hire information to identify discrepancies and the recommended corrective action. Identified and resolved issued related to the allocation, reasonableness, and consistent treatment of cost or off duty police personnel contracts, business and occupation tax estimations on past due accounts, and business license renewal statements. Budgets: Prepared internal financial statement reports for senior management including the finance director and mayor, footnotes, summary details of financial information, and was part of the auditing process. When it is time to begin working on the budget for the next fiscal year I assist the Finance Director by reviewing all departments and verify salaries and hourly wages of all employees. I also review records of compensations of particular departments that

receive clothing allowances and other compensations in compliance with the Civil Service Commission’s rules and regulations. Research/project: I researched accounts payable and receivables and invoice all outside employment contracting of the police department and fire department. Created spreadsheets to keep track of all invoicing to ensure payments are appropriate, timely, and accurate. Worked with customer to set up payment plans and collect delinquent accounts before turning them over for collections. Verified compliance with city ordinances and state ordinances to ensure proper regulations, guidelines, and financial reports are being followed. I matched funds to the appropriate accounts receivable documents and post to the appropriate account. Maintained records and track open receivable balances and initiate the appropriate debt collection procedure dependent on the days delinquent. Researched and resolved collection questions from customers. Create new system and implementation: I worked on a team to establish a new system by creating accounts and assisting employers, payroll software companies, accountants, and employees with the requirements and how to set up a deduction. During this process we were able to make recommendations for system improvements, security improvements, processing improvements, and improved internal controls such as having account numbers to identify customers and not allowing reports to have sensitive personal information listed. I was responsible for sending and receiving all payments and posting of new revenue. I was involved in adjusting and updating forms, software, and other items pertinent to maintaining accurate records. Review invoices and payments to verify accuracy, completeness, signatures and validity of payments. I was part of a team involved in a special project to combine three branches of the finance department into one by updating the software systems, which will result in more accurate records and efficiency. While on the team I worked to facilitate resolutions of conflicting interests among parties when their cooperation was needed in order to meet the program objective. We also interacted effectively when situations had frequent changes, delays, and unexpected events arise which caused shifts in priorities, timetables, and work assignments during the combining of the three branches. While this system was being established I assisted with the conversion and integration and acceptance testing. Performed research on a daily basis on current data, past data, and various source documents to develop and explain detailed information not readily available. I created guidelines and explanation packets for employees to use to obtain reports necessary for the completion of assignments. During this transition period I also trained other co-workers by providing direction, guidance, and instruction on the new software system. During this time period we persuaded others to adopt the new methods, procedures, and techniques in order to improve our operations and become more efficient with our customers. I communicated by e-mail, phone, small groups, as well as individual training. All processes and functions used in the finance department I used my knowledge of the General Accepted Accounting Principles (GAAP) and methods and Financial Accounting Standards Board (FASB) statements and interpretations as well as entity specific financial reporting policies and procedures to operate and/or inspect accounting systems, prescribe accounting standards, policies, and requirements necessary for the completion of accounting processes. Examine, analyze, and interpret accounting data, records, and reports for payroll, business and occupation taxes, business

licenses, and miscellaneous invoices. Participated in audits, reviews, and management requested studies of financial statements and operations on a quarterly and annual basis with supervisors, state auditors, and private sector auditors. City of Parkersburg-Training Assistant/Clerk, May 30, 2006-December 23, 2009 Reports, Analysis, Cost Control: Maintained various confidential information on the computer system, answer multi-line telephone systems, responsible for scheduling training/school for 65 employees including registration and all necessary reservations including hotel, per diem, and vehicle rental. I updated and maintained reports on finances, and files on all training completion of officers. I maintained the company website, assisted with updating and writing the policy and procedures and rules and regulations manual per CALEA standards. Prepare periodic cost reports, schedules, and analysis of costs by type of products by functions, analysis of direct labor, cost variation, product costs, work-in process by function and product. I then provided management with information for tracking and controlling expenditures to a company’s various operating fund and for financial planning activities and for the upcoming budget year. I provided accounting information for tracking and controlling cost and expenditures related to organizational operations such as the overtime of officers, off duty contracting, and grant time used and grant time remaining. Purchased supplies, officer equipment, and academy required materials for the office and made requests for payment from various accounts. I transcribed interviews which were used in court proceedings, letters to customers and citizens, internal memorandums, and various training materials. Public Relations, Document Creations, Power Point presentations, Accomplishments: While working in the training and public relations department I created a five-year plan for the department as well as new monthly, quarterly, and yearly reports that included Excel spreadsheets with formulas. The formulas allowed future employees to plug in the appropriate information and it would update as necessary. I created a variety of spreadsheets that included pivot tables. I also created a publication guide of the City of Parkersburg and the police department that was used for the Commission on Accreditation for Law Enforcement Agencies, INC also known as CALEA onsite review to become the first agency in the state of West Virginia to become certified. While working on the CALEA team we created and conducted studies that were distributed to the citizens of Parkersburg to determine how the police department could improve its services. I worked closely with the public relations office with creating presentations for schools, organizations, career fairs, and recruitment of potential future employees. Created tests, manuals, and pamphlets for local training classes taught by numerous instructors. I updated all the forms and created files on all the computers in the department to eliminate paper forms in the employee’s vehicles. This allowed the completion of reports to be emailed to their immediate supervisor for review and approval. I would trouble shoot and correct errors that would arise with vehicle laptops. This included resetting or even replacing the various parts on the computers that went bad. If there was something that I could not correct, I would call the company and have the computer fixed.

As a floater, I gained knowledge in a variety of different positions and was able to cover shifts for various departmental staff. While covering various positions, I completed requisitions, statements, payments, and time off balances. I also typed various memorandums, letters, and other documents. Some of the systems that I used are Word, Excel, PowerPoint, Front Page, Laserfiche, Anytime Organizer, Perfect Payroll and Internet Explorer. Camden Clark Memorial Hospital (CCMH)-Patient Account Representative, May 26, 2005-May 26, 2006 Customer Service, Accounts Payable, Accounts Receivable: Made inquiries to insurance companies to check the status of patient claims and verify if any further information was needed from the hospital. I would run reports, by inputting specific accounting criteria and this would then produce a report that I would interpret, analyze and process the information by using internal and external controls. Also, assisted patients in financial assistance programs made available at the hospital. I worked in account receivable/payable posting payments from patients and insurance companies or sending payments for accounts with a credit. Some of the systems that I used were Meditech, Word, Excel, Medicare and Medicaid system, Expeditor, Internet Explorer and Outlook. St Joseph’s Hospital/HCA-Financial Counselor, December 1, 2003- May 28, 2004 Customer Service, Accounts Payable, Accounts Receivable, Reports: Assisted patients with payment arrangements, possibly writing off the account if the patient qualified. I worked closely with the Department of Health and Human Resources referring patients that may qualify for their assistance programs. I worked in account receivable/payable posting payments to patient accounts as well as completing daily deposits. I registered and pre-registered patients for elective procedures and contacted the insurance companies checking benefits and eligibility. I would run accounting reports with specific data and would then interpret, analyze and process the data with financial accounting, policies, and requirements from federal guidelines on Medicare to keep accurate tracking of the number of hospital days each patient had remaining. If the patient was out of hospital days, I would notify the family and have the appropriate forms completed by the patient or responsible party. Maintained filing on various accounts. Some of the systems that I used were Meditech, Word, Excel, Medicare and Medicaid systems, Internet Explorer and Outlook Alliance Data Systems-Incoming Collector/Supervisor Assistant. October 21, 2002- January 31, 2004 Customer Service, Diffuse Difficult Situations: Assisted customers with payment arrangements on past due accounts. In addition, assisted supervisor with escalated calls and diffused the irate caller. Working as a supervisor assistant I was able to diffuse confrontational situations with people who were difficult, hostile, and/or distressed. I completed various projects and assignments such as employee evaluations. I used the system software billing and accounting system for delinquent collections. While working at this company, I was able to attend a variety of online classes offered by the company which include stress management, time management, verbal and written communication, and supervisory/management courses.

Training: I trained new employees on the use of the automated system for collections. This training was conducted in group classroom settings, individual training, and by phone. While working at Alliance Data Systems I also created policies and procedures for the process of collecting on delinquent accounts. The company processed accounts for hundreds of different types of retail stores. Leroy’s Jeweler’s- Office Clerk, February 1, 2002-October 18, 2002 Customer Service, Accounts Payable, Accounts Receivable, Bankruptcy: Greeted customers upon entering the store, handled customer service calls, answered e-mails, and ordered special merchandise. Start of day and end of day accounting included nightly deposits, balancing of the accounting book, and counting the registers. I answered bankruptcy court requests by sending the requested information. I completed credit applications once approved; created an account in our system with the customer’s information for future purchases or mailings, filed reports, typed repair orders, merchandise mailing, merchandise returns, re-ticketing, and stocking of new merchandise. Associations Mineral Wells Football Association-Board Member & Secretary/Treasurer, July 2013-present As a member of the Mineral Wells Football Association board I have planned fundraising events such as concerts, bingos, and bake sales by maintaining deadlines with schedules, providing logistics, and having weekly meetings. I planned with a team of members the football banquet providing logistics, events for the evening, and other time sensitive deadlines. I create a weekly newsletter that communicates information to parents and players. Maintain the Facebook page for the organization, taking pictures that are used in the newsletters, Facebook, and other forms of communications. Work with board members taking inventory on merchandise and equipment. Mid-Ohio Valley AGA Chapter-Secretary, January 2013-September 2013 I was the secretary for the organization. I have worked in a team to plan, execute, and complete each task in the special project by setting and maintaining deadlines throughout the process of the training class that was open to all people. We created a newspaper article, brochure for registration, a program guide that was given to all attendees, and a slide presentation that was used during the registration and break periods. I was a primary contact for all the speakers and sponsors of the event providing logistics for travel, hotel, and training location. Planned and provided logistics for dinner invite for the evening before the training to speakers, sponsors, upper management, and other MOV AGA office members.

References for Stacy L. Wheeler

Professional: Current Manager: Michelle Yanok, Bureau of Fiscal Service PGL Group 304-480-7236

Current Supervisor: Heather Brown, Bureau of Fiscal Service PGL Group 304-480-7966

Anda Coiner, Bureau of Fiscal Service HUD Grants Team Manager 304-480-8414

Daniel Drake, Bureau of Fiscal Service Supervisor 304-480-7082

Debra Stephenson, Bureau of Fiscal Service Supervisor 304-480-7113

Jeanette Shindler-Wingrove, Bureau of Fiscal Service Supervisor 304-480-7198

Personal: Shirley Dowler, City of Parkersburg Business & Occupation Tax Auditor, Retired 2307A Liberty Street Parkersburg, WV 26101 304-428-6503 (Personal and Professional)

Jason Barton, City of Parkersburg Former Sergeant 13554 Capetown Avenue Pinkerton, OH 43147 304-615-6844 (Personal and Professional)

Tamra Lott, Bureau of Fiscal Service Team Lead Employee Development Branch 304-480-5373

Dale McEwuen, City of Parkersburg Lieutenant 344 Suzanne Street Parkersburg, WV 26101 304-482-2382

Download & Export EOR Cost & Hours

Discover Report and Paste into the PSC Template Payroll

Tab. Change Theme to Green.

Download & Export the OTA PSC Payroll

Match and Paste into the PSC

Template Obligation Tab.

Save As on the V Drive

Copy Data from the Payroll Tab and

paste in the Payroll vs. Obligation Tab.

Copy Data from the Obligation Tab and paste in the Payroll vs. Obligation Tab.

Manual Payroll Data Sort

matching PSC Obligation

names to the Green Themed EOR Records.

Manually correct PSC names on

Green Themed EOR Records if

necessary. Delete if

obligation line is not used for

this payroll submission.

Save data on V Drive

Email customer with the Payroll vs. Obligation

Match File.

Customer will send email with payroll matches, payroll

corrections, reprograming, and

corrected NFC rejects.

Manually complete

ASAP.

Email customer once

completed.

Copy and Paste Payroll Obligation Match Data in the Invoice Interface Payroll Data Tab.

Then refresh Invoice Number PT Pivot

Table

Download Discoverer PSC

Payroll Match in PO Obligation Disco

Report Tab.

Download & Export PSC EOR Cost &

Hours Discoverer Report and Paste in

the EOR Cost & Hours Disco Report

Tab.

Refresh Funds Check and EOR

Check Pivot Tables.

Check Funds Availability. If failing funds

email customer for guidance.

Complete Invoice Interface in Oracle.

This process matches to the

payroll obligation.

Open PSC Journal Entry

Detail for corresponding

pay period.

Copy and Paste the Journal Entry Detail into the JE

Template on V Drive.

Manually manipulate journal

entry data to reverse payroll’s

impact.

Copy & Paste from Journal

Text Tab to the ADI Tab. Save As on V Drive to import into

Oracle.

Open Oracle and Query up

the Journal that was just

created.

Review Journal, Check funds, Reserve

Funds, Approve Journal.

Email supervisor for review and

approval.

Customer submits payroll modifications for the next

payroll submission.

Manually process modifications in Oracle. Prior to beginning the weekly payroll

process.

Welcome to the 2013 Mid Ohio Valley AGA

Spring Training

Fort Boreman Park

“Desire is the key to motivation, but it’s determination and commitment to an unrelenting pursuit of your goal—a commitment to excellence—that will enable you to attain the success you seek”—Mario Andretti

Beckley, WV Park

Smokehole Caverns near Seneca, WV

2013 WV AGA Spring Training Sponsor

New River Gorge in Fayetteville, WV

2013 WV AGA Spring Training Sponsor

Charleston, WV State Capital Building

2013 WV AGA Spring Training Sponsor

State Park near Parkersburg

2013 WV AGA Spring Training Sponsor

Sternwheeler docked at the Blennerhassett Island

2013 WV AGA Spring Training Sponsor

Blennerhassett Mansion located on Blennerhassett Island

2013 WV AGA Spring Training Sponsor

Ohio River taken at Fort Boreman Park

Wood County Court House

March is CGFM Month

Blennerhassett Hotel in Parkersburg, WV

As we develop into a leader we learn that our thoughts, words, actions, and habits become our character.

What will your character be?

Lafayette Hotel in Marietta, OH

A special thank you to all the Sponsors, Speakers, and AGA

members for making this training a success.

Blackwater Falls in Davis, WV

Thank you for joining us today.

Michelle Yanok, CGFM MOV AGA President

Grist Mill in Babcock, WV

2013

MOV AGA Chapter

Parkersburg Country Club

May 14, 2013 / 8 CPE Hours

West Virginia AGA Spring Training

State Park near Parkersburg, WV, picture provided by bestldsplaces.com

Page 2

Welcome to the West Virginia AGA 2013 Spring Training Located at The Parkersburg Country

Club

The Parkersburg Country Club was built in 1902 and in

1922 the golf course was added. Picture taken by Stacy Wheeler

Page 3

Historic Landmark: Blennerhassett Hotel opened in 1889 and is

located in Downtown Parkersburg on Market Street. www.tripadvisor.com

Table of Contents

Welcome Letter ......................................................................................................4 Sponsor Page-CliftonLarsonAllen ...........................................................................5 Tips & Information ...................................................................................................6-7 Sponsor Page-Grant Thornton ................................................................................8 Agenda ....................................................................................................................9-12 Sponsor Page-Morgan Franklin ..............................................................................13 Agenda ....................................................................................................................14-19 Sponsor Page-Becker Professional Education ........................................................20 What is AGA ............................................................................................................21- 22 Sponsor Page-Charleston, WV and Beckley, WV AGA Chapters ...........................23 History of Parkersburg .............................................................................................24-26 Exhibitors ................................................................................................................27 Exciting News ..........................................................................................................28-29 Blank Pages for Notes .............................................................................................30-37 Sponsors Summary Page .......................................................................................38

Page 4

Michelle Yanok, CGFM President of MOV AGA Chapter

Welcome to the Mid-Ohio Valley Chapter of Association of Government Accountants West Virginia Spring Training. AGA has gathered together members from local, state, and federal governments, as well as the private sector. As we know, networking is one of the main reasons people become AGA members. As we network, we are able to discuss challenges and different practices and/or solutions to the problem. This training is approved for eight CPE hours. Our speakers will touch on a variety of topics that will prepare you for the future. As our economy continues to recover we must continue to educate ourselves on ways to become more efficient. The more we know, the better our future will be. I would like to take a moment and say thank you to all the speakers, sponsors, and members for contributing their time, knowledge, and experience to the development of the WV AGA Spring Training. Without them, this training would not have been possible. Sincerely,

Michelle Yanok Michelle Yanok, CGFM President of MOV AGA Chapter

Wel

com

e

Page 5

Sponsor

Page 6

Registration Package

• Ability to earn 8 CPE hours • Printed conference materials • Access to the exhibit area • Access to web page containing PowerPoint presentations

(if provided by speaker) Opportunity to participate in networking events which

include one continental breakfast, two breaks, and one luncheon.

Name Badge Policy

Please remember to wear your name badge when attending the AGA training. The badge will allow you to participate in the training activities and will be your proof of registration.

Mobile Phone Policy

As a courtesy to the speakers and other attendees, please turn your mobile phones to vibrate or off during the presentations. If you should receive a call during the presentation and need to answer it, please leave the session before answering.

Tips

& In

form

atio

n

Page 7

Photography Disclosure

AGA may take photographs during the training to be used in future promotional materials, trainings, and newsletters either in print or electronic, including the local AGA website. By participating in the training you grant AGA the right to use your name and photograph for this purpose.

Attire

Business casual attire is appropriate for the training. We recommend that you dress in layers and bring a sweater or jacket in case the room temperature is not comfortable for you.

Medical Emergencies and Personal Safety

To help ensure your safety throughout the training, we have included a Medical Emergency Contact page for you to complete. Please take a moment to write down an emergency contact name, phone number, medical conditions, allergies, and anything else that is pertinent to a medical emergency. Once completed, please turn in at the Registration Desk. If you require medical attention during the training, please contact the Registration Desk. The nearest medical facility is listed below: For minor urgent care: Med Express 1500 Grand Central Avenue Vienna, WV 26105 PH: 304.485.3627 For more urgent care: Camden Clark Memorial Hospital 800 Garfield Avenue Parkersburg, WV 26101 PH: 304.424.2111

Tips & Inform

ation

Page 8

Grant Thornton’s Global Public Sector helps executives and managers at all levels of government maximize their performance and efficiency in the face of ever tightening budgets and increased demand for services. Its public sector practice gives clients creative, cost-effective solutions that enhance their acquisition, financial, human capital, information technology, and performance management. Grant Thornton’s commitment to public sector success is burnished by a widely recognized body of thought leadership analyzing and recommending solutions to government’s greatest challenges. Based in the Washington D.C. metropolitan area, with offices in Alexandria, Virginia; Austin and San Antonio, Texas; and Sacramento, California; Grant Thornton’s Global Public Sector serves federal, state, local, and international governments.

For more information, please contact Doug Criscitello, Managing Director T 703.637.2770 E Douglas.Criscitello@us.gt.com

www.grantthornton.com/publicsector

Spo

nsor

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Tuesday, May 14, 2013 7:00 a.m. – 7:50 a.m. Registration 7:00 a.m. – 7:50 a.m. Light Breakfast Sponsored by:

Breakfast Light Buffet

Freshly Baked Cinnamons Rolls Assorted Bakery Muffins Fresh Sliced Fruit Platter Coffee, Orange Juice, Tea, Water

7:50 a.m. – 8:00 a.m. Opening Remarks 8:00 a.m. – 8:50 a.m. The AGA and the Government of the United States of America Thought Leadership in Action Relmond Van Daniker, DBA, CPA, Executive Director AGA Relmond Van Daniker has worked in the government financial management field for 30 years, including 26 years with associations. Since 2003, he has served as the Executive Director of AGA. Prior to this, he spent 18 years as the Executive Director of the National Association of State Auditors, Comptrollers and Treasurers (NASACT). Van Daniker is a past national president of the International Consortium on Governmental Financial Management (ICGFM) and was a professor of accounting at the University of Kentucky for more than 30 years. He spent three years as assistant director with the Cost Accounting Standards Board and chaired a task force to develop and implement a new statewide accounting system for the Commonwealth of Kentucky. Van Daniker was also the principal investigator for the National Science Foundation grant to develop generally accepted accounting principles (GAAP) for state governments. He is a frequent contributor to financial management industry

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professional journals and is the co-author of 10 books and monographs. Van Daniker received AGA’s Author Award in 1983 and the AGA National President’s Award in 2001. Thought Leadership in Action will cover a variety of topics from tackling inefficiency in work, performance management, view of leadership, and people are key to success. 8:50 a.m. – 9:40 a.m. The Ripple Effect: The Federal Government’s Financial Position and its Potential Effect on States Scott Bell, Senior Staff Accountant Scott is currently a Senior Accountant in the Department of the Treasury’s Office of the Fiscal Assistant Secretary, where he is among the team leads responsible for preparing the Financial Report of the U.S. Government and the related Citizen’s Guide. He is Treasury’s staff liaison to the Federal Accounting Standards Advisory Board (FASAB) and a featured speaker on the financial position and condition of the Federal Government both in the U.S. and abroad. Scott’s career in Federal financial management and policy spans more than 20 years in both the public and private sectors, including positions with the Office of Management and Budget, the Department of Health and Human Services, and the Small Business Administration. Scott, an MBA and CGFM, once served as the president of the Washington, DC Chapter, Vice President of the Capital Region, and is currently a Senior Vice President for the AGA. He earned a B.S. in Accounting from Washington and Lee University and an MBA from George Mason University. This session will explore the federal government’s financial position and the potential effects on states. We will explore the current and future receipt and expenditure levels that could have implications on state and local governments. This session will also examine the financial position and key projections for the U.S. government as mentioned in The Citizen’s guide to the 2012 Financial Report of the U.S. Government and the implications it will have on state government finances. 9:40 a.m. – 10:00 a.m. Break Sponsored by:

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Coffee, Water, Tea, and Soda 10:00 a.m. – 10:50 a.m. State Government Accountability and Transparency on Spending Paul Miller, Policy Outreach Director and Senior Policy Analyst Paul Miller is the Policy Outreach Director and Senior Policy Analyst with the West Virginia Center on Budget and Policy, a non-profit, non-partisan research think tank that works on state tax and budget policies located in Charleston, WV. Paul graduated magna cum laude from West Virginia University with double bachelors’ degrees in Political Science and English, with a minor in Philosophy in 1992. He graduated with a Masters in Public Administration degree in 1995, Pi Alpha Alpha, with honors also from West Virginia University. He has completed coursework for the Ph.D. Public Policy Program from West Virginia University with a research focus on social welfare policy, transformative technologies, and government accountability. Paul worked as a research policy analyst with the West Virginia House of Delegates and served as an analyst to several committees including Health, Banking and Insurance committees. He has published research in several areas, including economic development, tax and budget, poverty, and unemployment insurance. He helped West Virginia modernize its Unemployment Insurance program and resulting in continued extended benefits for jobless workers during recent regular and special legislative sessions. Paul's research in transparency and accountability of government has helped reform the state's American Recovery and Reinvestment Act stimulus website to make it the 4th best in the nation, going from an initial ranking of F to an A. In addition, Paul worked with the State Auditor's Office to help create the state’s first transparency and accountability website to help provide vendors and state residents with the ability to see state government revenues and spending. Paul has made presentations to the state legislature regarding the need for a legislative fiscal office, similar to the Congressional Budget Office, designed to help identify the costs and benefits of state public policy proposals. Paul has been a featured presenter to national audiences on transparency and accountability of state government spending and unemployment insurance policy.

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Currently, Paul is the President of the board of directors of WV Community Voices, a nonprofit organization dedicated to help improving the health and well-being of women and children through its perinatal partnership; works as an adjunct instructor at West Virginia University-Parkersburg teaching two political science classes; and serves as the policy consultant with the Central Appalachian Regional Network, a six state regional policy consortium that deals with technology and economic development as it relates to rural Appalachians. The focus of the presentation will be on the increasing demand for government transparency and accountability through the use of technology. In the current budget environment where federal, state, and local governments need to find ways to do more with less and with mounting frustration and distrust of government activities citizens are demanding more services and more accountability of their elected officials. Transparency and accountability are essential protections that defend American democracy as it improves civic participation and validates the role of government. Without sufficient information and data the job of making government work for the people becomes increasingly difficult. Governments need financial management and accounting tools that can foster trust among taxpayers leading to increased support of government activities. Paul will present research from states that have taken the lead in transparency and accountability by creating websites that are useful and accessible to the general public as well as financial managers, accountants, and fiscal agents. This research has led to the creation of the state's first transparency and accountability website in West Virginia following the lead of many other states. Present information about the state’s current lack of fiscal integrity in the public policy process which further leads to an erosion of the state’s general budget revenues as the state is currently unable to calculate the costs and benefits of pending legislation. The inability of state government to account for general revenues impedes the government’s ability to accomplish its goals of economic development and job creation as the state ends up spending more money on projects that fail while ignoring potential investments in projects that could have yield job growth. Nothing stirs the emotions of the polity like wasted government spending and abuse which can be prevented through the use of transformative technologies. As unemployment remains stubbornly high and the need for job creation more important than ever, it is essential that government spending produce optimal results given our current and long term forecast of limited resources. Transparency and accountability of government spending will allow us to do more with less, achieve economic prosperity, and restore our faith in government.

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MorganFranklin Consulting, with headquarters in McLean, Virginia, and London, provides business consulting and technology solutions to U.S. government agencies. In 2012, the company was recognized by Consulting magazine as one of the “Best Firms to Work For” in the nation. MorganFranklin was also named to the 2012 Inc. 500|5000 list of the nation's fastest-growing private companies. Third-party customer satisfaction surveys highlight the company’s reputation for being hands-on, flexible, and skilled at bringing diverse groups together to complete projects on time and within budget. To learn more about the company and its capabilities, visit www.morganfranklin.com. SOLUTIONS FOR GOVERNMENT Financial Management We help clients deliver accurate, reliable, and timely financial information to manage risks and meet compliance requirements.

• Audit Support, Readiness & Remediation • Budget & Performance Integration • CFO Compliance Support • Governance, Risk & Compliance • IT Compliance & Security • OMB A-123 Support • Risk Management Services

Performance Improvement We help clients harness the power of people, processes, and technology to improve business operations and maximize enterprise value.

• Business Process Re-engineering • Change Management • Organizational Assessment & Design • Performance Management • Program & Project Management • Strategic Planning

Technology Enablement We help clients select, implement, and optimize technologies and data management solutions that automate processes, streamline costs, and drive results.

• Business Intelligence & Data Management • Enterprise Resource Planning • IT Strategy & Planning • Shared Services

Treasury Financial Services Omnibus Contract MorganFranklin supports a number of contracts under the GSA schedule, and is currently the prime contractor on the Department of Treasury Contract #: TOFS-11-D-0007; Value/Type: $185M ceiling (MAC), Indefinite Delivery Indefinite Quantity (IDIQ); Expires: April 2016.

Visit morganfranklin.com/contracts for more information.

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10:50 a.m. – 11:40 a.m. Moving Toward a Clean Government-Wide Audit Opinion, Current Challenges & Emerging Priorities to Drive Efficiency and Reduce Costs Grant Thornton Panelists – Carlos Otal, Owen Barwell, Nancy Fleetwood, Demek Adams, Tracy Greene, and Doug Criscitello Overview – Grant Thornton LLP works closely with the federal financial management community as demonstrated by its work leading the CFO survey, contributing to relevant research such as AGA Research Report No. 31 – Government-wide Financial Reporting, providing thought leadership and perspectives from its cadre of former senior financial management executives, as well as assisting Treasury’s Office of Financial Innovation and Transformation. A panel of Grant Thornton’s financial management practitioners will discuss the firm’s recent work in helping the government move toward a clean audit opinion on its consolidated financial statements, current challenges in the financial management arena, and emerging priorities across the government aimed at driving efficiency and reducing costs.

View of Ohio River from Fort Boreman Park

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11:40a.m. – 12:30 p.m. Professional Journey & Opening the Lines of Communication Through Government-Intergovernmental Evelyn Brown, CGFM-Retired, AGA National President With more than 34 years of government financial management experience, Evelyn Brown retired as Deputy Chief Financial Officer (DCFO) of the U.S. Office of Personnel Management in September 2006. In the DCFO role, she directed the OPM’s day-to-day financial management, including budgeting, accounting, information systems and financial reporting. As DCFO she worked with the Chief Financial Officers Council to improve federal financial management throughout government. Prior to joining OPM, Evelyn was the Chief Executive Officer for the National Archives Trust Fund (NATF) where she directed the investment strategy and portfolio, user fees, and overall policies and procedures. After retiring from federal service, she has worked on special projects as a financial management consultant for Suss Consulting, and has worked with both Deloitte and IBM. Her community service activities include a 14 year stint with the IRS' Volunteer Income Tax Assistance (VITA) program. She also served as an instructor and counselor for the Department of Commerce’s Small Business Development Program assisting minority businesses in the DC area. She has been a volunteer for Habitat for Humanity in New Orleans and Atlanta and is currently active in the mentoring and Early Careers Program for the Capital Region. She continues to be active in Executive Women in Government (EWG) and is completing her fifth term as Treasurer of The International Alliance for Women (TIAW), an organization that links more than 35,000 businesses, professional and entrepreneurial women and their associations in order to provide a global voice for women's advancement. Ms. Brown graduated from Howard University with a Bachelor of Arts degree in Accounting. She is also an alumna of the Federal Executives Institute. Evelyn is a Certified Government Financial Manager and her professional memberships include EWG, TIAW as well as AGA. The session will take a look at the career path of government financial managers and how to reach your highest potential. Topics reviewed include networking, evaluations, extracurricular activities, ethics, and “telling your story.” The learning objectives are how to acquire adequate skill sets for career development, importance of participation with determining career paths, how to plot goals and objectives at different levels in an individual’s career path and the importance of flexibility, technical skills for financial management, and human resource management skills.

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12:30 p.m. – 1:20 p.m. Lunch Sponsored by:

Club Lunch Buffet

Stuffed Chicken with Sage dressing Baked Penne Pasta Twice Baked Potatoes Green Been Almandine Tossed Salad Fresh Fruit Rolls Sheet Cake Coffee, Tea, Water, and Soda

**Special Dietary Needs Available Upon Request** 1:20 p.m. – 2:10 p.m. GAO: 2011 Yellow Book: What You Need to Know Nicole Burkart. CPA, CGFM Nicole McGuire Burkart is a Senior Auditor in GAO’s Financial Management and Assurance (FMA) team, the mission of which is to help transform the federal government’s financial operations to meet critical challenges, including those related to financial management infrastructure, accountability for assets and operations, and the reliability of financial information. FMA’s areas of expertise include financial audits, accounting and auditing standards, and financial analysis. As such, FMA is charged with maintaining, interpreting, and promoting Government Auditing Standards, commonly referred to as the Yellow Book. Ms. Burkart began her career at GAO in 2005 after graduating summa cum laude from Elmira College with a Bachelor of Science degree in Accounting and Business Administration. Ms. Burkart is a Certified Public Accountant in the Commonwealth of Virginia and a Certified Government Financial

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Manager. She is actively involved in both the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants and is also a member of the Association of Government Accountants. In 2010, Ms. Burkart was one of 30 certified public accountants under the age of 36 selected to participate in the American Institute of Certified Public Accountants’ Leadership Academy. Since beginning her career at GAO, Ms. Burkart has primarily focused on financial statement audits, including the audit of the Schedule of Federal Debt Managed by the Bureau of the Public Debt and the audit of the Consolidated Financial Statements of the United States Government. In 2012, she received GAO’s Meritorious Service Award for her sustained dedication, enthusiasm, and exemplary performance in key areas of these audits.

The 2011 revision of Government Auditing Standards (commonly referred to as the Yellow Book) represents a modernized version of the standards, taking into account recent changes in other auditing standards, including international standards. Among the major changes, the 2011 Yellow Book significantly revises the independence standard by adopting a blended conceptual and rules-based approach to the determination of independence. In addition to independence, this session will cover changes made in the areas of financial audits, attestation engagements, and performance audits, as well as the reasons behind these changes.

2:10 p.m. – 3:00 p.m. FASAB: Updates Wendy Combs Payne, CPA, CGFM, MPA (Private), Executive Director Wendy Payne is the Executive Director of the Federal Accounting Standards Advisory Board (FASAB). As executive director, Mrs. Payne manages the research staff supporting Board deliberations and chairs the Accounting and Auditing Policy Committee of the FASAB. Prior to joining the FASAB staff in 1991, Mrs. Payne worked in the utility field. Her experience includes consumer advocacy and corporate financial planning. She served as an auditor, expert witness, and financial forecaster. Mrs. Payne graduated with distinction from the University of Virginia with a Bachelor of Science degree in Commerce. She received a Masters in Public Administration from George Mason University. She is a member of the Association of Government Accountants, the American Institute of Certified Public Accountants, and the American Society for Public Administration. She has served on numerous committees of the AICPA and AGA, and has had articles published in their professional journals.

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Attendees will learn about the Board’s proposal regarding the federal reporting entity, efforts to improve the reporting model, and ongoing projects regarding public-private partnerships, leases, and risk assumed. Time will be allotted for questions and discussion of emerging issues. 3:00 p.m. – 3:20 p.m. Break Sponsored by:

Cookies and Chips Coffee, Tea, Water, and Soda

3:20 p.m. – 4:10 p.m. Cash Management and Internal Controls Misty Price, Deputy Treasurer of Cash Management Julie Hefner-Ferrell, Cash Accounting Supervisor Misty Price, Deputy Treasurer of Cash Management, is a graduate of Marshall University with a Bachelor of Science in Business Administration. She is a certified Public Accountant with more than 16 years of experience in public and governmental accounting. Prior to joining the West Virginia State Treasurer’s Office, she was employed as an auditor for Ernst & Young and a Coordinator of School Finance for the WV Department of Education.

Julie serves as Supervisor of the State Treasurer’s Cash Accounting Division. She graduated with a Bachelor of Arts from West Virginia Wesleyan College and a Bachelor of Science from West Virginia State University. Julie began working in state government as a Community Development Specialist for the WV Aeronautics Commission in 2005 where she managed the legislative grant monies for West Virginia public airports and the Civil Air Patrol. She began working for the Cash Management Division of the WV Treasurer’s Office in 2007. She currently oversees collateral of both state accounts and outside bank accounts for state agencies, cash handling procedures, bank reconciliations, and is responsible for managing the Check Warehouse.

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This presentation will examine various components of cash management and internal controls. Specifically, we will discuss the different departments, roles and activities associated with the Cash Management Division of the WV State Treasurer’s Office. We will also provide information regarding the development and implementation of strong internal controls and how this can affect the cash handling process. The relationship between effective cash management and strong internal controls will be illustrated by reviewing the WVSTO’s Cash Receipt’s Handbook and sharing examples of State agencies which overcame cash handling challenges. The goal of this presentation is to provide the audience with knowledge which can be used to promote a more secure financial environment. Attendants will leave this presentation with a better understanding of cash management and the importance of internal controls

4:10 p.m. – 4:30 p.m. Final Comments Each session is approved by the WV Board of Accountancy for a total of 8 CPE hours for the day.

Sternwheeler docked at Blennerhassett Island www.eg.bucknell.edu

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Becker Professional Education is a global leader in quality professional education, empowering people to advance their careers. Becker serves accounting professionals in the U.S. as well as around the world. They offer flexible learning or instructor training with courses from introductory level all the way to advanced levels. Falcon Physician Reviews offers physicians in training comprehensive review programs. Services Provided: Accounting & Finance: U.S. CPA Exam Review, Continuing Professional Education (CPE), ACCA, CIMA, Diploma in International Financing Reporting (DipIFR) Project Management: PMP Exam Review, Continuing Education HealthCare: USMLE Exam Review, COMLEX Exam Review

“Learn, Advance, Succeed”

Information obtained and for more information visit: www.becker.com

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So what is AGA and why join? Introduction: AGA stands for The Association of Government Accountants and has over 15,000 members. AGA believes that its members are to be held to the highest ethical principles and serve the public interest first and foremost. This association offers a variety of ways to develop and network your career in the government financial management industry regardless of whether it is local, state, or federal level, as well as the private sector and academia. History: AGA was originally founded as the Federal Government Accountants Association (FGAA) in 1950 by Robert W. King and a group of accountants. In 1975 they expanded to include state and local government finance professionals. The expansion created a need for the name to be changed and the new name became the Association of Government Accountants (AGA). AGA’s Mission: AGA serves government accountability professionals by providing quality education, fostering professional development and certification, and supporting standards and research to advance government accountability. Vision: AGA is the premier association in advancing government accountability. Goals and Objectives: Promote and advance accountability in government. Make the Certified Government Financial Manager (CGFM) the

preferred professional designation in the government accountability community.

Provide comprehensive education and research to meet the changing needs of the government accountability profession.

Provide members and customers with quality programs, products and services.

Core Values:

• Service • Accountability • Integrity • Leadership

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Membership Benefits:

Education and networking opportunities for the AGA Chapters

Five annual national training events with member rates

Social networking on LinkedIn, Facebook and Twitter

Access to the online members' directory

Awards & Scholarship programs Leadership & Volunteer opportunities at local and national level

Online Job Bank and Resume Database

Young Professionals program

Hundreds of Continuing Professional Education opportunities

Periodic complimentary webinars

Member discounts for online CPE opportunities

Certified Government Financial Manager (CGFM) program

Advocacy - AGA and its members provide valuable input to standards-setting bodies and policy-makers on behalf of the government financial management profession

Quarterly Journal of Government Financial Management

Topics weekly e-newsletter

Research Series & White Papers

Discount on CGFM renewal fees

Audio Conferences For more information on how to become a member or more information on AGA, please visit our table, website: www.movaga.org or the National AGA website: www.agacgfm.org MOVAGA contact: Teresa Bishop email: teresa.bishop@bpd.treas.gov

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http://agacharlestonwv.org

The Charleston, WV AGA Chapter is one of three chapters in West Virginia.

WV State Capital located in Charleston, WV www.airtranmagazine.com

The Beckley, WV AGA Chapter is one of three chapters in West Virginia.

Downtown Beckley, WV www.city-data.com

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Fort Boreman Park overlooking downtown Parkersburg

www.virtualtourist.com

The city of Parkersburg was originally named Newport. In 1810 the name was changed to Parkersburg and was later incorporated in 1820. Alexander Parker donated the land for the court house and county building. During the early 1800s, transportation began to shape and developed the Wood County area. The use of the Ohio River, creation of the Northwestern Turnpike, the Staunton-Parkersburg Turnpike, and the railroad gave the people easier access to Parkersburg. Parkersburg is located in Wood County and it could be called “The County of Governors” because no other West Virginia county has produced more Governors. Parkersburg has been home to many professional athletes, actors, authors, governors, and other influential people. Arthur Boreman of Parkersburg was the first governor of West Virginia from 1863 to1869 and U.S. Senator from 1869 to 1875. Fort Boreman Park is named after him. The location allows visitors to look out and view downtown Parkersburg and the surrounding area. Steve Swisher, a former baseball player for the St. Louis Cardinals, Pittsburgh Pirates, Chicago Cubs and San Diego Padres, has come to call Parkersburg his home. Nick Swisher, the son of Steve Swisher, graduated from Parkersburg High School and has gone on to play for the Oakland A’s, Chicago White Sox, New York Yankees, and currently plays for the Cleveland Indian’s. Earle Neale, a former professional football player and baseball player, was also from Parkersburg. In 1887 the Parkersburg Post Office was the first in the country to offer free city mail delivery. The first real economic boom for the area came with the drilling of oil and gas during the Civil War. The Parkersburg Rig & Reel Company manufactured the equipment needed to for the petroleum

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producing centers throughout the world. Parkersburg was also home to the largest shovel producing plant in the world, the Ames Company, which was founded in the 1770s. The shovels were used to dig the trenches at Bunker Hill. The soap called “Ivory” was first developed at Parkersburg’s Upson Oil & Soap Works. Victor Bloede developed the adhesive that is put on postage stamps while living in Parkersburg.

Harman Blennerhassett and his wife, Margaret, came to the island located on the Ohio River which was later named the Blennerhassett Island. Margaret was West Virginia’s first poet and brought a higher level of culture to the Mid-Ohio Valley. Harman built a beautiful mansion on the island and, in 1811 it accidentally burnt to the ground. In 1973 archaeologists discovered the foundation. Through careful historical and architectural research, the mansion has been recreated. Visitors can visit the island by taking a ride on an authentic sternwheeler on the Ohio River. This is truly a remarkable experience to take a step back in time and relive history. Located in downtown Parkersburg is the Blennerhassett Hotel built in 1889 and is located on Market Street. Parkersburg is home to the nationally recognized Oil and Gas Museum located on 3rd Street. At the museum, the visitors can discover the birth of the oil and gas industry. Julia-Ann Square Historic District has beautifully restored 19th Century homes that have tea and garden tours annually. In honor of our veterans, there is a Veteran’s Museum of the Mid-Ohio Valley that is located on Avery Street in Parkersburg. In 1957 the U.S. Treasury Department’s Bureau of the Public Debt was moved to Parkersburg. Since the department’s movement here, Parkersburg has been called “The Savings Bond Capital of America.” Every U.S. Savings Bond bought or redeemed has passed through the Parkersburg office for processing. The mission of the Bureau of the Public Debt is to borrow the money needed to operate the federal government, account for the resulting debt, and provide reimbursable support services to federal agencies. The Bureau of the Public Debt is leading the way for responsible, effective government through commitment to service, efficient operations, openness to change, and values-based behavior. The Bureau of the Public Debt’s Executive Board is excited about how clearly the Vision captures who we are - effectively encompassing all of our programs and business lines. In the coming months, look for additional information about the Vision and how it will stand along-side our Mission and Values. The three together describe what we do, and how and why we do it. The Bureau of the Public Debt is the largest employer in Parkersburg employing over 2,000 people. The Bureau of the Public Debt is continually growing by combining with the Fiscal Management Service to create the Bureau of the Fiscal Service. In the future this will bring more employment opportunities to the Parkersburg Area.

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The city of Parkersburg’s population is currently 31,577 and is the third largest city in the state of West Virginia. The Mid-Ohio Valley Multi-Cultural Festival, Harvest Moon Festival, and WV State Honey Festival are held annually at the City Park in Parkersburg. This is a wonderful way to experience many types of cultures in our area. The Taste of Parkersburg is held annually in downtown Parkersburg beside the Blennerhassett Hotel. This event allows the community to experience local cuisine, wine, art, and music. Parkersburg and the surrounding area is home to Dupont, Hino Motors, Fenton Art Glass, GE, Holl’s Chocolates, and many other businesses that make Parkersburg a unique place to live.

Blennerhassett Mansion located on Blennerhassett Island

www.virtualtourist.com

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Exhibitors Booths

Morgan Franklin ............................................ Table 1 Grant Thornton .............................................. Table 2 Becker Professional Education ................... Table 3 MOV AGA Chapter ........................................ Table 4 CliftonLarsonAllen ........................................ Table 5 Charleston & Beckley AGA .......................... Table 6

New River Gorge in Fayetteville, WV

www.newrivergorgeclimbing.com

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March is CGFM Month To recognize the Certified Government Financial Manager (CGFM) program and its accomplishments, Association of Government Accountants (AGA) at the national level has declared the month of March of each year as “CGFM Month”. The local Mid-Ohio Valley AGA chapter is also declaring March 2013 as CGFM Month.

(From left to right, Mayor Robert Newell, Michelle Yanok and Teresa Miller)

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The city of Parkersburg’s Mayor’s office and West Virginia’s Governor’s office have issued MOV AGA a “CGFM Month Proclamation.” Representing the MOV AGA to receive the proclamation from Mayor Newell was Michelle Yanok, President and Teresa Miller, Member. Receiving the proclamation from Governor Tomblin was Michelle Yanok, President, Teresa Miller, Stacy Wheeler and Beth Cordray, all members of the MOV AGA. The CGFM certification represents excellence in the specific skills needed for the broad area of government financial management and prepares government financial managers to be accountability professionals.

(From left to right, Beth Cordray, Teresa Miller, Governor Tomblin, Michelle Yanok, and Stacy Wheeler)

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2013 West Virginia AGA Spring Training Sponsors

Upcoming AGA Events

Leaders-Community Leaders May 19, 2013 TBC Silo’s Upper Crusine San Antonio, TX

2013 Federal CIO-CFO Summit

June 6, 2013 Washington D.C. Convention Center Washington, D.C.

Federal Performance Management Training

June 18-19, 2013 Crystal Gateway Marriott Arlington, VA

CGFM Intense Review Course and Examinations

July 11-14, 2013 Dallas, TX

2013 PDC: Big Challenges, Bigger Thinking

July 14-17, 2013 Dallas, TX

Internal Control and Fraud Prevention Training Event

September 16-17, 2013 Ronald Reagan Building Washington, D.C.

Hosted By:

Created by: Stacy Wheeler Edited by: Beth Cordray, Resa Vavra, Michelle Yanok, William Wheeler, and Stacy Wheeler Pictures: provided by various websites credit has been given under the picture

2013

BE AND INDIVIDUAL, LEADER, AND DO WHAT YOU BELIEVE INTAKE CHANCES AND DON'T BE AFRAID TO FALL

FREE TO LET GO

ORGANIZE & PRIORITIZE

MEDITATE , WORK OUT , AND RELAX

FAMILY

TRY SOMETHING NEW

3-5 Tools I use on a Daily Basis

1 Calendar- prioritize work , meetiings,meet deadlines

2-Visio (work flow software)- prioritize workflow and contacts

3. Microsoft Office- type, create macros for efficiency

4. email/texting/social media- communication with consumers, employers, employees

5. electronic devices (cell phone, tablet, etc)-create, maintain contact, increase efficiency