November 2017  

The Treasury

November 2017 | Volume XXII Issue XII



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President's Report

November has started off well.

I would like to thank the over 200 members for attending the Fall Professional Development & Training Conference at the RSA Activity Center. Our Education Committee, along with our CEC Directors, worked hard to deliver an amazing event. I would also like to thank our members for completing the membership survey at the conference.  I read every survey personally and I am looking forward to working with the CEC to incorporate the recommendation into the remainder of our operating year.

Please mark your calendars for the upcoming events noted in this month’s newsletter:

  •          December 14th & 15th – ASCPA, AGA, and GFOA Annual Government Accounting and Auditing Forum (Birmingham, AL)
  •          December 14th – AGA/IIA Joint Luncheon (Capital City Club)
  •          January 11th – ASMC/AGA Joint Luncheon, with Secretary Fitzgerald Washington of the Alabama Department of Labor (Troy University)
  •          January 11th – IDEA Data Analytics Workshop (Troy University)


As we enjoy the holiday season, please take a moment to consider the needs of your fellow man. Please visit the Community Service section of the AGA website for opportunities to give back.

I truly hope that each of you has a joyous and safe holiday season. Please feel free to contact me with any questions, concerns, or suggestions. Your membership matters.



Emma Cole

Montgomery Chapter AGA President

Serving OUR AGA with passion and purpose.

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AGA would like to congratulate the following winners of free lunch for the December luncheon meeting:

Daniel Floyd Bamberg, Alabama Department of Enviromental Management

Jeff Hartkoff, Alabama Department of Economic and Community Affairs

Crystal Hinton, Alabama Department of Economic and Community Affairs

George McNeill, Alabama Department of Transportation

William Waldroff, Alabama Department of Economic and Community Affairs  

Emilyn Wright, Alabama Department of Economic and Community Affairs

Chad Counts, Alabama Department of Finance


 These attendees also won prizes at the 2017 Fall PDT:

Kimberly Jackson - $120 Termite Inspection from Alabama Homefinders

Andrette Munnerlyn - $25 gift card


On behalf of the Membership Committee, we appreciate your attendance to the 2017 Professional Development and Training Conference and forward to seeing you next year!

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Promotional Announcements


Tameka Weathers, Staff Accountant

Alabama Department of Mental Health


Stacy Brink, Senior Accountant

Alabama Department of Corrections




  Montgomery AGA Chapter members please submit your promotions and achievements to

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December 14, 2017

12:00 PM

Capital City Club

RSA Tower Building

201 Monroe St 

Montgomery, AL 36104

Joint Luncheon with the Institute of Internal Auditors



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Calendar of Events

Upcoming Calendar of Events


 *11/13 Food Bank Drive Ends

*Toys for Tots Kickoff 



*12/14 – GAFF

*12/14 – Joint Luncheon with IIA



                *1/11 Joint Luncheon with American Society of Military Comptrollers (ASMC)              

      *1/11 IDEA Data Analytics Workshop 

     Troy University - Montgomery Campus

     --Click Here for More Information--

      *AGA Workshop (TBA)


  February – Early Career Month

  *Young Professionals Networking Event

  Navigation 2018 Conference


 March – CGFM Month

 *Chapter Luncheon

*CGFM Month Events



*Year-end Chapter Celebration



*Spring PDT Luncheon

(Includes Awards & Scholarship)


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Early Career

AUM Accounting Students Named Finalists 

Submitted by Dr. Keren H. Deal, CPA, CGFM

The Association of Government Accountants’ (AGA) Government Finance Case Challenge is an international undergraduate student case challenge where student teams collaboratively analyze data for a specified U.S. state, city or county government. The teams then develop a four-page document that summarizes the government’s finances, services and demographics, goals and performance information, and strategic analysis of “what’s next” to meet the needs of the community in the following year.  This year’s case study city was Fairfax, Virginia, and students had 15 days to research and submit their document to the national AGA staff for the competition. The AUM team — made up of three School of Accountancy undergraduate majors: Jackson Boan, Kailey Ingram, and Martha Lewis — was selected as one of four finalists for the 2017 challenge. The AUM team will now revise their report based on the judge’s feedback and submit a 25-minute video presentation discussing their final report in a mock city council setting, which is scheduled for Nov. 10.  The winning team will be announced in late November/early December.

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 Montgomery AGA Chapter Citizen Centric Report

  The Citizen-Centric Reporting Program encourages governments to produce and publish an annual "State of the Government Report".

The four-page report is designed to be visually appealing and provides understandable information to citizens about the financial condition and performance of the government.

Our chapter has won various rewards for our Citizen-Centric Reports:

  • Chapter CCR program year 2010-2011: Certificate of Excellence in Citizen-Centric Reporting
  • Chapter CCR program year 2011-2012: Certificate of Achievement
  • Chapter CCR program year 2013-2014: Certificate of Excellence in Citizen-Centric Reporting  


The AGA Montgomery Chapter has published its 2017 Citizen-Centric Report.  Please take the time to view our report on our Accountability webpage at

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Community Service

The AGA Montgomery Chapter is partnering with the Montgomery Area Food Bank to raise awareness for hunger and food insecurity. Our goal is to reach as many families and individuals as possible by donating various non-perishable food items and making donations to the organization. The Food Drive will run from September 26th to November 13th. If you are interested in more information about this event, please contact the Directors of Community Service at Drop-off locations and the donation link can be viewed on the Community Service page on                                                                                                                              

 Food Drive Drop-Off Locations Include:

Alabama Correctional Industries
1400 Lloyd Street, 
Montgomery, AL 36107
         State Military Department
1720 Cong. W L Dickinson Drive, 
Montgomery, AL 36109
Troy University Montgomery
231 Montgomery Street, 
Montgomery, AL 36104
  Montgomery Taxpayer Service Center
2545 Taylor Road, 
Montgomery, AL 36117
Department of Insurance
201 Monroe Street, 
Montgomery, AL 36104

Need some ideas on what to donate? Best Items for the Montgomery Area Food Bank Drive


"We make a living by what we get, but we make a life by what we give."

- Winston Churchill


View the complete calendar here: 

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CGFM Committee

We are in the process of changing the format.

Stay tuned for our exciting news coming soon!!

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Education Committee

 Montgomery AGA Training Events


Greetings AGA,

On the behalf of AGA Education Committee, I would like to extend my sincerest gratitude to all the attendees, committees, speakers and sponsors for the AGA 2017 Fall PDT held on Nov 2-3 at the RSA Activity Center. We had an amazing time.  The PDT would not have been a success without the supporting committees: Awards, Business Analytics,  Communication, Community Services, Meetings & Registrations, Leadership Engagement, Sponsorship, and Technology.  

The sessions covered were so interesting and informative. We had a diverse and dynamic group of speakers and panelists. Thursday’s session, hosted by the IIA, was very enlightening as Mr. Courtenay Thompson Jr. discussed a new approach to looking at fraud. Friday's session, hosted by the AGA, offered a variety of PDT sessions. Ms. Sharleen Smith started the morning off with her humorous and inspiring presentation, “Follow Your Yellow Brick Road”. Attendees gained information on various topics, including GASB (Dr.Kathleen Baxter, Lynn Bozeman, Matt Richards), Technology Updates/Cybersecurity (Jim Purcell, Nic Cofield), Ethics ( Dr. Greg Jones), Leveraging Technology (Jason Mulcahy, Kristina Merrick) and Accountability (Emma Cole). Our keynote speaker, Mac McLeod, gave us delightful insight on the newly developments in Montgomery.

We would like to acknowledge our following sponsors: Alabama Correctional Industries, Alabama Homefinders, Beckers CPA, City of Montgomery and Montgomery Catering. Thanks again!

Also, we thank you all for your comments and suggestions. As we prepare for the Spring PDT, we assure you that your comments and suggestions will be given consideration so that our future conferences will be even more of a success. Our theme is serving OUR AGA with passion and purpose. We strive to deliver on that theme by providing resources to our members to help strengthen their core competencies and promoting accountability at every level of the governmental sector.

Thanks again for a great two-day conference!

P.S.  There are photos of the conference, feel free to browse through them. And for those of you who didn’t attend, we hope to see you in the Spring!



Stay tuned for upcoming events!



LaShawn Pierce

Montgomery AGA Chapter

Education Committee-Chair

Serving OUR AGA with Passion and Purpose


Thank you to our Sponsors!!







 RaCynta Pollard-Abdullah, Realtor®   334-538-6219

"Where transactions turn into lifetime relationships."









For more information or to view pictures, please use the below link.


Calling all state and local government CPAs and those who audit them.
Register today at 

How does our 2017 Government, Economy, & Legislation affect YOU--an Alabama CPA?

Connect with leaders like you from across the state. Earn Accounting and Auditing and Other education hours from premier speakers that focuses on your role in the government. The 30th Annual Governmental Accounting and Auditing Forum is a must for accountants and CPAs in city and state government positions and for the professionals who audit them.

Register by November 30, 2017 to save $50.



Be sure to register by November 30, 2017 to get the Early Bird Special. Members of the Association of Government Accountants and the Government Finance Officers Association of Alabama must contact the ASCPA directly to receive their member discount. Members pay $300.00 and non-members pay $350.00 before November 30; registration rates increase $50.00 after November 30. 


All members and non-members can use the printable registration form here and return it to Contact Corena Cottles, Conference Coordinator, at



  • GASB Update with Wes Galloway
  • Fraud with Tommie Singleton
  • P3 as Panacea: Will Public Private Partnerships Solve America's Infrustructure Deficit? with Jodie Smith
  • Ethics with Director Tom Albritton
  • National Legislative Insights with Theresa Grafenstein
  • 2017 Economic Update with John Norris
  • Governmental & Economic Developments with Dr. Joe Sumners
  • Local Legislative Insights with Greg Cochran

Register Here!


The Birmingham Marriott, where the forum is held, offers a group rate of $127.00 per night if you book by November 24, 2017. For reservations, call (888) 426-5171 or use the link below.

Reserve a Room





National AGA Training Events

Spotting Fraud in Your Organization

Nov. 15 | 2–3:50 p.m. ET | 2 CPEs | FOS: BETH

As an expert in white-collar crime and fraud prevention, Chuck Whitlock knows the signs of an employee gone rogue. An employee who manipulates their organization for personal gain can leave a larger negative impact than you may realize. Using stories from his career as an undercover investigative reporter, Chuck will provide insight into the mind of a sociopath. Attendees will leave knowing how to spot fraudsters in their organizations, and what to do about it.

Spotting Fraud Webinar

Best Practices for Auditing & Quality Assurance

Dec. 6 | 2–3:50 p.m. ET | 2 CPEs | FOS: AUDG

As identified in the numerous surveys, peer review reports, and inspection results produced by various accounting and audit groups, there are indications that practitioners are still trying to identify ways to effectively deal with many challenges that arise during the audit. During this webinar, the speakers will highlight a few of the challenges faced during financial statement audits of government agencies and discuss relevant standards and other resources that may be considered in addressing these challenges.

Auditing & Quality Assurance Webinar



Additionally, there is a new resource available for members


Enterprise Risk Management (ERM) has been considered a game-changer in how government agencies operate and are regulated.  AGA has compiled a list of resources and documents designed to give federal, state and local government officials a complete picture of ERM's past and present, and a glimpse at its future in government.

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Brain Candy



You are running in a street marathon and you overtake the person in second place.

What position are you now in?









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Minutes from Past Meetings



Date: Thursday, October 5, 2017

Place:  Zoom

Meeting Called to Order: 12:05 p.m.


The 2017-2018 CEC leadership meeting of the officers and directors of the Montgomery, AL Chapter of the Association of Government Accountants (AGA) was called to order by President Emma Cole.  A quorum for the CEC meetings is three (3) Chapter Officers and five (5) Directors.  A quorum was present with the following officers, directors, and committee members in attendance:


President                                                                    Emma Cole

President Elect                                                            Courtney Bruce

Immediate Past President/Certification                     


Financial Secretary                                                       Ann Franklin

Secretary                                                                    Dixie Black

Assistant Secretary/Programs                                                                       


Chapter Directors and members:

Accountability                                                             Carmen Leonard, Rosa Robinson

Awards & Nominations                                              

Bylaws and Procedures                                             

Career Opportunities                                                  Saketa Wilkerson Moore

Communication                                                          Yeteva Johnson

Community Service                                                    Nakia Tetter

Education                                                                  Lashawn Pierce, LaTaya Lucas, William Goodwin

Internal Audit                                                            NaTasha Jackson

Leadership Engagement                                             Sandra Steele

Meetings & Registration                                              Wanda Dillard


Membership/Early Career                                          Jonathan West, Vee Mosely  



Webmaster & Technology                                          Roshanda McKinnon

Business Analytics                             





  •        Minutes of the September 7 meeting were reviewed and approved with a motion by Courtney Bruce and seconded by Vee Mosely. Motion carried unanimously.



  •          Emma thanked the CEC who came together for a successful September meeting.
  •          October luncheon is cancelled due to PDT.
  •          Reminder of policy/procedures in place for this year.
  •          Emma to visit Huntingdon; Visited Tuskegee October 6.
  •          Everyone’s help is needed for a successful PDT.
  •          Next CEC meeting will be November 9 and reports due November 7.
  •          Courtney commented on the good job on the CRP. Asked CEC to keep up the good work. Total points earned for the first quarter was 10,200/19,501.


Financial Reports and Update: 

  •          Latreeka is working on the financials.
  •          Ann is working toward a budget.
  •          Items affecting finances are the August workshop, September luncheon, and Fall PDT.
  •          The expense for Quickbooks will hit the budget in October/November.


Committee Reports: 


Accountability: Carmen reported case challenge is in process. CCR will not be provided at PDT. Instead, a link directing visitors to the website will be provided to save printing costs. Also, working on essay contest.

Awards:  No report.

Business Analytics: No report.

Bylaws: No report.

Education:  Fall PDT will be joint conference with IIA, November 2 and 3 at the RSA Activity Center. Theme is “Accountability”. CEC members are asked to spread the word because of email blocks and the need for 200 attendees. Working on confirming all speakers and sponsorship. The PDT agenda was reviewed.

Programs:  Emma thanked committee for a successful September luncheon.

Career Opportunities: Saketa requested to make known any accounting, financial, human resource, and IT job opportunities. Also, working to add opportunities to LinkedIn and Facebook.

Certification: No report.

Communication:  Yeteva reminded CEC to submit October newsletter information. Reminder that ALL external communication requires approval.

Community Service: Nakia reported the kick off of the Montgomery Food Bank Drive and made known the need for more drop off locations. Committee is revising the Community Service page on the website. Plans are to share inspirational messages and testimonies for Domestic Awareness Month through Facebook. Upcoming plans to highlight Toys-for-Tots campaign.

Internal Audit: NaTasha working on the last 2 years.

Leadership Engagement: No report per Sandra.

Meeting and Registration:  No report per Wanda.

Membership/Early Career: No report per Jonathan and Vee.

Mentorship:  No report.

Scholarships:  No report.

Sponsorship:  Fall PDT needs sponsors. Please make known any ideas.

Webmaster & Technology:  Roshanda reported a new co-director-Tomeca Weathers from Mental Health. Roshanda also requested CEC update information on website. She demonstrated accessing board member resources and technical service requests and uploading attachments on the website. Emma will respond/approve technology communications. Invited CEC to participate in Toastmaster Club startup.

Announcements:  Support the PDT.


Meeting adjourned:  12:42 p.m.     

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 In an effort to expose students to a variety of industries and career fields, you are invited to participate in a Career Fair for students of Sidney Lanier High School.

                                    Date:                Friday, November 17, 2017

                                    Time:               8:30 – 11:30 a.m.

                                    Location:          Gym - 1756 South Court Street, Montgomery, AL 36108

                                    Cost:                Free! 

The students have completed an assessment to identify their top career interests.  They will be encouraged to engage in conversations with your organization to learn more about what your industry has to offer.  We feel this will be a beneficial way for the students to best determine their next steps after graduation.

For consistency and simplicity purposes, we ask that you focus on these things only.

  •          Brief history about your company.
  •          The primary roles within your organization.
  •          Education requirements for positions held.
  •          Growth opportunities once employed.
  •          A table will be provided that you’re welcome to skirt/ cover with a company-logoed table                             cloth.  No other promotional backdrops or banners are needed.  You are welcome to send 1-2 r                   representatives from your organization.
  •          You can expect to connect with up to 1,020 students.

If you are able to participate, please contact Project Team Leader, Karen Harris or by phone at 702-499-6355.

After the first of the year, Lanier will employ their Experts-in-Residence program.  This will connect a team with a business representative in order to gain “real life” knowledge that can be shared with students during classes.  If, after participating in the Career Fair, you feel like this is something your organization would like to continue, please let us know that as well.

We appreciate your consideration in helping students gain knowledge and information that will assist them in making career decisions.  


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CEC - Chapter Executive Committee

 AGA Montgomery 2017-2018 Executive Committee!**

Emma Cole, President

Courtney E. Bruce, President-Elect

Marcus A. Johnson, Immediate Past President

Latreeka D. Williams, Treasurer

Ann Marie Franklin, Financial Secretary

Dixie Black, Secretary

Nicole Boswell, Assistant Secretary

Carmen Y. Leonard & Rosa Robinson, Co-Directors of Accountability

Natasha Jackson, Director of Audit

Kizzy Williams, Director of Awards & Nominations

Robert D. Smith, Director of Business Analytics

Alea DePaola & Margie R. Toney, Co-Directors of Bylaws and Procedures

Saketa Wilkerson Moore, Director of Career Opportunities and Resources

Yeteva M. Johnson, Director of Communications

Ashley T. McTear & Nakia E. Tetter, Co-Directors of Community Service

 Varee LaShawn Pierce & William Goodwin, Co-Directors of Education

Keren Deal, Kathleen Baxter, & Sandra SteeleCo-Directors of Leadership Engagement

Wanda M. Dillard & Tashundrea B. Patterson, Co-Directors of Meetings & Registrations

Vee Mosely & Jonathan L. West, Co-Directors of Membership

Abel Abebe & Mia Johnson, Co-Directors of Mentorship

Pamela R. Hill & Marcus A. Johnson, Co-Directors of Professional Certification

Nicole Boswell & Elizabeth James, Co-Directors of Programs

Carolyn P. Rhodes & Gregory T. Sims & Mary K. Wilson, Co-Directors of Scholarships

Janice Duncan & Amesha GloverCo-Directors of Sponsorship

Roshanda A. McKinnon Raven McKinnon, & Tameka Weathers, Webmasters & Co-Directors of Technology


  **All contact information can be found on the chapter website,

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Until Next Time...

"Serving Our AGA with Purpose and Passion"

Emma Cole

 2017-2018 President



Do you have any information you would like to see in the next newsletter?

Anything from awards, promotions, articles, etc.....


Contact the Communications Director


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