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May 2018  

The Treasury

MAY 2018 | Volume XXII Issue XX

 

 

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Twitter -- https://twitter.com/AGAMontgomery

National AGA Website -- https://www.agacgfm.org

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Welcome

Image result for end of financial year

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President's Report

     The theme for the 2017-2018 AGA Montgomery Chapter program year was “Serving OUR AGA with passion and purpose.” This theme called every member of AGA to take ownership in the organization and help execute the mission of the organization based on each member’s unique talents, skills, and interest. I am very grateful to the countless members of AGA that answered this call. I also have the deepest admiration and respect for the members of the CEC Board for their leadership, dedication, and hard work.

By “Serving OUR AGA” together we had an amazing year. I won’t even attempt to note everything that WE accomplished. I would like to highlight some our achievements:

* Expanded participation and reach of educational events through multiple delivery channels. Offered over 30 hours of CPE’s through workshops, conferences, and live stream events. Experienced record attendance at AGA events. Luncheons averaged over 70 attendees. Each workshop reached capacity. There were over 300 combined attendees for the PDTs.

* Advanced Certified Government Financial Manager® (CGFM®) as the certification for government accountability professionals. Awarded CGFM scholarships. Hosted online CGFM study groups. Provided free resources to CGFM candidates. Hosted a CGFM workshop.

* Promoted careers in government financial management. Participated in meetings and events at several local universities and colleges. Provided free registration to workshops, events, and conferences to over 40 college students from Alabama State University, Auburn University Montgomery, Troy University, Huntingdon College, Trenholm State Community College, Tuskegee University, and University of Alabama in Birmingham.

* Maximized member value. Promoted AGA resources and training opportunities. Connected with members across various social media platforms. Hosted free events, such as the membership appreciation luncheon and young professionals networking event.

* Promoted citizen-friendly reporting. Accountability Directors, not only prepared the chapter’s Citizen-Centric Report (CCR), but also served as reviewers for AGA’s Certificate of Excellence program. The directors also assisted several government entities and agencies in the preparation of their CCRs.

* Engaged young professionals. Several college students and young professionals served on the CEC Board, including incoming president Courtney Bruce.

* Identified opportunity to support the effectiveness and efficiency of the chapter. Utilized new software and platforms, such as Quickbooks Online and Zoom. Identified new policies, procedures, and processes.

* Actively participated in the community in which we live and operate.  The Community Service Committee organized participation in various events and activities throughout the year that impacted a diverse population.

     At the beginning of my presidency, I asked God to help me lead this organization. Throughout my presidency I continually sought His wisdom and guidance. I am truly grateful for His blessings and favor upon me and this organization. I pray for His continued blessing upon us.

     I am confident that we will have a great 2018-2019 program year under the direction of President Courtney Bruce. It has been a privilege to work with him this year. He is an incredible person and a true leader. His energy, insight, and abilities will take this chapter to the next level.

     A special THANK YOU to everyone for their support and encouragement during my presidency. I wish each of you the best as we focus on the future together.

   

                                                         Emma Cole

                            AGA Montgomery Chapter President 2017-2018

                               Serving OUR AGA with Passion and Purpose

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Article

A few minutes with

President-Elect Courtney Bruce

As we welcome in a new administrator, let's take some time to get to know the 2018-2019 Montgomery AGA President, Mr Courtney E. Bruce.

Courtney Eron Bruce, the middle child of seven brothers and sisters, was born in Montgomery, Alabama. An army brat that calls Stone Mountain, Georgia home, he has also lived in many states across the country to include Mesa, Arizona, O’Fallon, Illinois, and Carlisle, Pennsylvania. Graduating with honors, Courtney received his Bachelors and Masters degree in Accounting from Alabama State University.

Q. What is one characteristic that you believe every leader should possess?

I believe every leader has to be a great listener. I believe listening to others brings out the best in people and it creates a culture that let's people express their ideas openly.

Q. When did you get involved in AGA? 

I got involved in AGA in 2014 when Tashantia Stewart volun-told me to be a part of her committee. My first year was the hardest but it was also the year when I knew that I really wanted to be a part of AGA.   

Q. What is your vision for AGA under your 2018-2019 presidential tenure? 
My vision for the 2018-2019 AGA year is to make it member driven. I want every member to have a voice in the Montgomery chapter and to openly express ideas and opinions on what they believe the AGA Montgomery chapter to be. 

Q. What accomplishment, personal or professional, has given you the most joy? 

Passing the CGFM exams has brought me the most joy.

Q. What do you enjoy doing in your downtime? 
Whenever I get a chance, I love to crack open a good book. I'm still a kid at heart so I'll also play any kind of sport and play videogames for hours at a time. (Don't judge me) 
On behalf of the chapter and 2018-2019 CEC, we are delighted to welcome Courtney and look forward to another great year as a member of AGA! 
2018 - 2019 AGA Montomery Officers
Past president Margie Toney introduced and swore in the incoming officers.
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Membership

      

Members of AGA were treated to a Membership Appreciation Luncheon on April 30, 2018. Guests were treated to an awesome lunch and excellant speakers who discussed life insurance and planning for the future. Thanks to our speakers:

Randy Battiste, Empower Retirement – Planning for Retirement

Anne Hails, Alabama Associate State Director of Community Outreach for AARP – Caring for Elderly Parents and Planning for Your Future Care

Betty James, Department of Veterans Affairs Central Alabama Veterans Health Care Systems – Promoting Mental Wellness in Your Life

              

 

Membership Committee Directors, Jonathan West and Vee Mosely, also set-up a Membership Appreciation Month table in the Gordon Persons building, 4th floor Rotunda on April 18th from 11am-1pm. Those who stopped by were treated to a AGA cup filled with goodies & information about our local chapter. The iniative was able to reclaim non-active members and sign up a few new ones!

 

Do you know someone who would make a great member? Have you signed up yet? 

Join Us!

 

Message to Our Members

Please keep your information updated on the Montgomery AGA site following the instructions below.

  • Go to montgomeryaga.org
  • Login
  • Click on update my account (update my account is on the left of the screen)
  • You may change your password, professional information, personal information, and contact information.
  • Click Save

Please contact membership@montgomeryaga.org if you have any issues logging in or updating your information.

(Note: if your membership expired March 31, 2018, please allow 2 months from the date of the Spring PDT for the National Office and Local AGA Chapter to collect/process your registration fee and update your status as active so that you can log-in) 

 

 

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Awards

 

Community Service Award

Ashley McTear

Alabama Department of Correctional Industries

 

Chapter Ambassador Award

Vee Mosely

Alabama Law Enforcement Agency

 

Government Financial Manager Award

Margie Toney, CGFM

Alabama Department of Labor

 

Young Professional Award

Courtney Bruce, CGFM

Alabama Department of Revenue

 

Roshanda McKinnon

Alabama Department of Examiners of Pubic Accounts

 

Chapter Volunteer of the Year Award

Nakia Tetter, CGFM

Alabama State Military Department

 

Nicole Boswell           Annie Patterson

Courtney Bruce         Tashundrea Patterson

Emma Cole              Terese N. Toby

Monice Jackson           Sandra Steele

Ingrid Jones                 Christie Turner

Saketa Moore             Tameka Weathers

Vee Mosely                  Latreeka D. Williams

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Montgomery AGA Scholarship Information

 

                                         Congratulations to our recipients.                                                                  

                 

                                   

                                                       Emma Gunter                                                            Auburn University Montgomery   

                

                                                                           

Tryon McLaney

Auburn University Montgomery

Alabama Historical Commission

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Community Service

The Community Service Committee has been busy this year! Check out some of the recent events they have spearheaded:

-On April 21, 2018, about 8 AGA members and 5 non-AGA members gathered to support the Joy to Life Breast Cancer Walk in Downtown Montgomery. AGA Members Nakia Tetter, Marcus Johnson, Candace Moore, Tiffany Arrington, Mary Mangum, Kizzy Williams, Ingrid Jones, Nikita Iverson, and Monica Jackson walked and helped to raise $635 (and counting) during this fun and fulfilling event. Approximately 50% of the Montgomery AGA membership answered President Cole’s challenge and donated $10 or more; President Cole matched the 1st $10 donated by each CEC Member.

 

          

 

- The Community Service Committee accompanied children from Montgomery Children’s Specialty Center to the Montgomery Zoo on May 5th, 2018. This outing created a special experience to the children that are under the care of this facility. As volunteers, AGA members assisted the children in a tour around the zoo.    

- Attendees at the Spring PDT supported the Family Sunshine Center and their efforts to help domestic violence victims by making monetary donations and bringing new personal items, clothing, games, toys, etc. These items were donated to assist victims and survivors of family violence in Autauga, Butler, Chilton, Crenshaw, Elmore, Lowndes and Montgomery counties, while also providing sexual assault counseling in Dallas, Perry, and Wilcox counties. Since 1981, they have grown to incorporate services not only to victims with immediate crisis needs but also those ready to move out of emergency shelter and into self-sufficient lifestyles. The center also provide a non-residential counseling center and a community outreach program for prevention education. Most recently, they have added sexual assault counseling to the services we offer.

 
       

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Education Committee

  

Greetings,

The AGA Education Committee and I would like to thank everyone for their support of the AGA 2018 Spring Professional Development Training. It is an exciting time for us as the professional accounting field continues to evolve and we strive to provide increased accountability. Our AGA is comprised of committed and helpful individuals who made all this possible.We experienced relevant continuing education and training, dynamic speakers, network opportunities, etc.

 We would like to thank each participant for attending our AGA conference, as well as the speakers and sponsors for bringing your expertise to our gathering. You, as leaders, have the vision and experience to help us pave our way into the future. You are truly appreciated and we could not accomplish what we did without your support. 

I ask you to stay engaged, keep us proactive, and help us maintain accountability in the field of accounting. My thanks go out to all of you.

Best Regards, LaShawn Pierce

Montgomery AGA Chapter, Education Committee Chair

Serving OUR AGA with Passion and Purpose

         

        

            

 

All PDT registrants can now access the speakers' presentation slides on the PDT webpage by:
1.  Sign in to our Chapter website at AGAMontgomery
2.  Go to our Spring 2018 PDT webpage 
3.  Click on the Presentation Slide Deck hyperlink on the left side of the page above the Sponsors' logos.
Note: 
If you need assistance logging in contact the Membership committee at membership@montgomeryaga.org or the Webmaster at webmaster@montgomeryaga.org

 

 

Thank you to our sponsors!!

Gold

Alfa Insurance also graciously donted (2) $25 gift cards and a gift basket for door prizes.

 

Silver

Bronze

Katie Anderson                      Email:  redheadfurniture@gmail.com 

 

RaCynta Pollard-Abdullah , Realtor®

"Where transactions turn into lifetime relationships."

 


National AGA Training Events

2018 Professional Development Training

July 22–25 | Orlando, Fla. or virtual | 24 CPEs

AGA’s premier training and networking event

Three reasons you should attend:

  1. Earn up to 24 CPEs. Enhance your lifelong learning, and gain the knowledge and understanding to better improve your job effectiveness.

  2. Stay cutting-edge. Top-notch speakers from federal, state, local, academia and the private sector share key findings and educational experiences to augment your knowledge and enhance your skills.

  3. Network and connect. Collaborate and engage with industry experts and government financial management colleagues facing the same or similar issues, and exchange ideas to bring back to your organization.

Registration & Fees

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Minutes from Past Meetings

CEC BOARD MEETING MINUTES (Approved)

Date: Thursday, March 15, 2018

Place:  AUM, Clement Hall, Room 215

Meeting Called to Order: 9:05 a.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

Treasurer: Latreeka Williams

Financial Secretary: Ann Franklin

Secretary: Dixie Black

Assistant Secretary/Programs

Chapter Directors and Members

Accountability: Carmen Leonard

Awards & Nominations: Kizzy Williams

Bylaws and Procedures

Career Opportunities: Saketa Wilkerson

Certification

Communication

Community Service

Education: Lashawn Pierce

Internal Audit

Leadership Engagement

Meetings & Registration: Tashundrea Patterson

Mentorship

Membership/Early Career: Jonathan West, Vee Mosely

Scholarships: Greg Sims

Sponsorship

Webmaster & Technology: Tameka Weathers

Business Analytics

Agenda:

Minutes:

Motion to approve minutes of February 1, 2018 meeting was made by Ann Franklin and seconded by Carmen Leonard. Motion passed unanimously.

President/President-Elect:

Thanks to all CEC members for a financially successful PDT which will allow giving back to our members and having more available for scholarships.

Financial Reports and Update:

Discussion of financials including need for a review to determine if transfer from checking to savings is appropriate.

Committee Reports:

Accountability: No report.

Awards:  Submit nominees for national PDT awards to Kizzy as soon as possible. Also, need nominees for our chapter awards. Committee will provide speaker gifts as well as officer gifts for May awards luncheon. Intend to recognize the retirement of State Examiner Ron Jones.

Business Analytics: No report.

Bylaws: No report.

Education:  Spring Seminar to be held May 17-18. First day will be workshop at same price for all attendees. Second day will be a separate price. There are three remaining speaker slots to fill. Please send speaker suggestions to Lashawn and Emma. Discussion was made concerning the need to offer impressive meals, snacks and door prizes at events.

Programs:  Spring Seminar to be held May 17-18.

Career Opportunities:  No report.

Certification: No report.

Communication:  Reminded CEC to submit information for monthly newsletter. All events need to be in newsletter.

Community Service: Community Service event at John Knox Manor on March 10th was fun and successful. Thanks to all ten who participated.

Internal Audit: No report.

Leadership Engagement: No report.

Meeting and Registration:  Discussed the Spring Seminar in conjunction with Education and Program committees.

Membership/Early Career: Committee is working toward payment of membership renewal dues. April will be “Membership Month”. A review of rules was requested to determine paying for other quality speakers. Vee is working on outreach in state buildings looking for new members.

Mentorship:  No report.

Scholarships:  Accounting scholarship deadline is April 16. Greg reported no applications have been received. Scholarship recipients will have a “plus 2” invitation so parents or other guests can attend the awards luncheon.

Sponsorship:  No report.

Webmaster & Technology:  No report.

Announcements:  Looking forward to a great “Membership Month” in April and a great workshop in May.

Meeting adjourned:  9:47 a.m.


CEC BOARD MEETING MINUTES

Date: Thursday, April 12, 2018

Place:  Zoom

Meeting Called to Order: 12 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                     

Treasurer: Latreeka Williams

Financial Secretary: Ann Franklin

Secretary: Dixie Black

Assistant Secretary/Programs: Nicole Boswell                 

Chapter Directors and Members

Accountability: Carmen Leonard

Awards & Nominations                                              

Bylaws and Procedures                                             

Career Opportunities: Saketa Wilkerson

Certification                                                                

Communication                                                         

Community Service: Nakia Tetter

Education: William Goodwin

Internal Audit: NaTasha Jackson

Leadership Engagement: Sandra Steele

Meetings & Registration                                            

Mentorship                                                                 

Membership/Early Career: Jonathan West, Vee Mosely

Scholarships: Carolyn Rhodes

Sponsorship                                                               

Webmaster & Technology                                                                 

Business Analytics               

 Agenda:

 Minutes: 

  • Motion to approve minutes of March 15, 2018 meeting was made by Ann Franklin and seconded by Nicole Boswell. Motion passed unanimously.
  •  

 President/President-Elect:

  • All CEC members encouraged to participate in Walk of Life or at the very least donate to Team AGA. CEC also encouraged to attend Spring PDT.
  • CEC has exceeded our CRP goal for which the chapter will receive national award. Thanks to all for your work.
  • Emma thanked Courtney for keeping up with and reporting the CRP and all committees for their hard work that shattered the CRP goal for this year.
  • Courtney presented the slate of officers for 2018-2019 year. Treasurer nominee was removed. William Goodwin made motion to accept slate of officers as presented. Seconded by Saketa Wilkerson. Motion passed unanimously.
  • President-Elect – Latreeka Williams
  • Treasurer –
  • Financial Secretary – Nakia Tetter
  • Secretary – Yeteva Johnson

Vee Mosely made motion to give Nominating Committee authority to have Treasurer Nominee on ballot to present for election. Motion seconded by Nicole Boswell. Motion passed unanimously.

  • Courtney will be attending SLIM in April to present sponsorship ideas to national committee.

 Financial Reports and Update: 

  • No questions on financials as presented.

Committee Reports: 

Accountability: No report.

Awards:  Kizzy submitted three nominations to Nationals: CGFM, Accountability and Community Service Committee. Time remaining to nominate a CEC member for Nationals. Applications for nominations for chapter awards will be provided next week.

Business Analytics: No report.

Bylaws: No report.

Education:  Spring Seminar to be held May 18 at the Hilton Garden Inn. Theme is “Future Focus”. One day instead of two allowing for better meals, snacks and door prizes. Awards ceremony to follow seminar. Heavy hors d'oeuvres will be available. Attendance at workshop is not required to attend awards ceremony.

Programs:  Spring Seminar to be held May 18.

Career Opportunities:  No report.

Certification: No report.

Communication:  No report.

Community Service: Nakia reminded CEC of Walk of Life April 21 and made known need for team members and donations. Donations can be made on-line. Volunteers are needed for the zoo project in May.

Internal Audit: Working to draft the RFP for a full audit. Planning to present potential auditors at May meeting for approval.

Leadership Engagement: No report.

Meeting and Registration:  Discussed the Spring Seminar in conjunction with Education and Program committees. Communication to be sent out to address registration for those members who did not attend Fall Seminar. We are looking for 150 to attend Spring Seminar.

Membership/Early Career: Current members are all paid up. Committee either renewed or added over 200. Membership numbers are looking good for the start of next year. April is “Membership Month”. On April 18 from 11 until 1 in the Gordon Persons building, committee will be recognizing chapter members with free gifts. On April 30 committee will hold a membership luncheon free of charge.

Mentorship:  No report.

Scholarships:  Accounting scholarship deadline is April 16.

Sponsorship:  No report.

Webmaster & Technology:  No report.

Announcements:  President’s Challenge will match the first $10 of CEC member donations up to $300. Encourage all CEC members to donate to Walk of Life AGA Team and attend upcoming events.

Meeting adjourned:  12:48 p.m.

 

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Treasurer's Report

REQUEST FOR PROPOSAL

The Montgomery Chapter of the Association of Government Accountants is soliciting the services of qualified firms of certified public accountants to review the chapter’s financial transactions for the Fiscal Tear-ended May 31, 2018 and to perform agreed upon procedures.

The Chapter will accept sealed proposals until 5:00 p.m. on Friday, June 8, 2018.  Firms or individual CPAs interested in providing these services should express their interest by requesting a copy of the proposal from the AGA Audit Director.

All proposals presented within the specified requirements contained in the proposal will be considered.

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CEC - Chapter Executive Committee

 AGA Montgomery 2018-2019 Executive Committee!**

Courtney E. Bruce, President

Latreeka D. Williams, President-Elect

Emma Cole, Immediate Past President

Emma Cole, Treasurer

Nakia E. Tetter, Financial Secretary

Yeteva M. Johnson, Secretary

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

Kizzy Williams, Director of Awards

Emerick Davis, Director of Bylaws and Procedures

Saketa Moore, Director of Career Opportunities

Ashley T. McTear & Laura Sasser Co-Directors of Community Service

 Pamela Hill, William Goodwin, & Kenny Ward, Co-Directors of Education

Sarah Hill, Director of Internal Audit

Tashundrea B. Patterson, Director of Meetings & Registrations

Lataya Lucas & Kimwanna Robinson, Co-Directors of Membership & Early Career

Tiffany Arrington, Nikita Iverson, & Marcus A. Johnson, Co-Directors of Professional Certification

Jasmine James, Director of Programs

Nicole Boswell, Programs Assistant

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

Christy Turner, Director of Social Media

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

David Smith, Director of Data Analysis

  **All contact information can be found on the chapter website, http://montgomeryaga.org

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Until Next Time...

 

Courtney E. Bruce

 2018-2019 President

 

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