The Treasury

JUNE 2019 | Volume XXIII Issue V

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

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

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Welcome

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President's Report

Courtney E. Bruce, AGA Montgomery Chapter President 2018-2019

                                     Making EVERY Member Matter

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Article

A Few Minutes with the

2019-2020 Montgomery AGA President Latreeka D. Williams

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

Humility.  As a leader, you have to be humble. I believe the characteristic of being humble lays the foundation to developing other great leadership characteristics including appreciation, thankfulness and gratitude. When you are humble, you truly appreciate the group that you lead, you are thankful for their efforts, and you are motivated to show gratitude for everything they do.

When did you get involved in AGA?

I joined AGA in 2002.

What is your vision for AGA under your 2019-2020 presidential tenure?

The theme for the 2019-2020 year is “TEAM AGA”.  I want our members to feel special, to feel appreciated and to feel like they truly are a part of TEAM AGA. Without our members, there would be no Montgomery Chapter of AGA.  Our chapter or TEAM is comprised of so many diverse, unique and wonderful members…each one bringing something special to our team. I have met so many wonderful people and made new friends, contacts and acquaintances through AGA. This year, I want to encourage our members to take full advantage of their AGA membership---participate in the trainings, the meetings, the webinars, and most of all—get to know your fellow team members.  National AGA provides us with a great arsenal of professional tools and resources but sometimes we overlook the resources we have locally. I strongly believe that our team of members is a valuable resource that we should take full advantage of…network with one another, get to know your team, support the team and together, TEAM AGA, can continue to grow and become the best AGA Chapter we can be! I am super excited about the events we have planned for this term. We are planning lots of fun and interactive activities that will allow our members to network and become a stronger team.

What do you enjoy doing in your downtime?

Downtime??  That is almost non-existent in my life!  I really enjoy the basic things in life…spending time with family and friends and just enjoying life. It can be as simple as having coffee with friends to taking an extended vacation with  my family members!  You can never replace time with family and friends.

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Education Committee

Scenes from the Spring!!

Spring Professional Development Training (PDT)

April 12, 2019

Thank you to all who attended!!!!

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Montgomery AGA Scholarship Information

Upcoming College Freshman 

    Amber Frazier - Alabama State University

   Talesha Ramsey - Jefferson State

    Person Shaw - University of Mobile

    Hunter Wesson - Troy University

    Damian Wilkerson - Auburn University Montgomery (accepted by mother, Saketa Moore)

Chapter Member/Child of a Member Scholarship

    Jaylen Toby - Trenholm

(accepted by mother, Terese Toby)

Full Time State Employee Scholarship

    Sandy Jenkins - Alabama State University

Financial Management 

    Emma Gunter - Auburn University Montgomery

     Deborah Warmate - Alabama State University

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Awards

Chapter Ambassador - Vee Mosely

Chapter Volunteer - Ashley McTear

Community Service - Lauara Sasser

Young Professional - Jasmine James

Outstanding Certified Government Financial Manager (CGFM) - Tashaundrea Patterson

Bonnie Bullock

Monica Jackson

Ingrid Yvette Jones

Vee Mosely

Tashundrea Patterson

Tamaya Roberts

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CGFM Committee

CGFM Intensive Review Course and Beta Examinations

AGA's Intensive Review Course (IRC), with CGFM beta examinations included is a great opportunity to review the course material with a knowledgeable instructor and complete your CGFM!

Important: CGFM examinations will follow the updated content outlines starting on September 1, 2019.  Participants of the upcoming courses will cover new content and receive:

• Three free vouchers to sit for the beta exams in September and October
• Six-months of free access to the three updated online editions of the CGFM study guides (when they become available in June)

For more information on the CGFM exam update, including beta exams, please visit the exam update webpage. 

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Community Service

Year after year, we always look forward to taking the children from Montgomery Children’s Specialty Center to the Montgomery Zoo. Members of AGA volunteered a few hours to bring children who have various disabilities to the zoo. The kids were able to see the lions, giraffes, elephants, and even snakes! We all enjoyed getting out and the kids all had a really fun time.

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Minutes from Past Meetings

March 14, 2019     2:00 – 3:00 PM - Approved

Call to order – 2:10pm

Roll call – Secretary – 2:10pm – Quorum Met

• Leadership Overview
• President Courtney Bruce
  1. March Luncheon was a success. Thank you to all who attended.
  2. Spring PDT is 4/12/9. Agenda is being worked on and should be out ASAP
  3. March 14, 2019 by COB is the last day to submit officer nominations
  4. Congrats to Nicole Boswell, Latreeka Williams, and Pamela Hill who will be traveling to Kansas City for AGA conference
  5. 25^th anniversary of CGFM will be celebrated
     1. Donate 25 pounds of food to Lee County
     2. Each AGA member to walk a collective 25 miles in a month
  6. AGA chapter award nominations to open shortly. Please send names to recognize all the hard work of our members
  7. National AGA nominations are still open and the plan is to complete as a group
• President-Elect Latreeka Williams
• Chapter Recognition Points (CRP) are due 3/31/2019
• Immediate Past President Emma Cole – No Report
• Financial Report - Treasurer and Financial Secretary
  1. Treasurer LaShawn Pierce
     1. 155 dues paid as of today’s date
     2. Profit and Loss statement should reflect a profit of $4,768.00
• AGA 2019-2020 Officer Nominations – Courtney Bruce
  1. Please see above under Leadership overview
• Audit Status Discussion
• President Bruce will meet with the form to discuss audit findings, No issues have been reported so far but the report will be discussed once received. CEC Directors Reports
• Membership/Early Career – Latreeka Williams
  1. All membership renewals have been sent and the national update should be done by 3/15/2019
• Certifications – No Report
• Community Service – No Report
• Communications – No Report
• Career Opportunities – No Report
• Education – No Report
• Meetings & Registration – Vee Mosely
  1. Currently working on bags for Spring PDT in connection with awards committee
• Programs – Nicole Boswell
  1. Will be assisting meetings & registration at Spring PDT
  2. Spring PDT will have an entrepreneur spotlight during luncheon and have 2 25-minute speakers so CPE’s can be earned
• Accountability – No Report
• Awards - No Report
• Scholarship – Carolyn Rhodes
  1. Scholarships applications are due in by 4/12/19 and are available on the website
  2. Please encourage your networks to apply
  3. Asking that information be shared through emails and social media
• Webmaster - No Report
• Bylaws – No Report

Meeting Minutes Vote

• Yeteva Johnson moved to accept minutes as presented with 1 correction (Correct spelling of T. Patterson’s name) Motion seconded by Vee Mosely; Motion carried unanimously
• Financials Vote
  • Vee Mosely moved to accept minutes as presented with 1 correction (Under GAAF should be for Conference Income ending 2/28/19) Motion seconded by Latreeka Williams; Motion carried unanimously
  •  Announcements
    • We are entering our transitional period so please start thinking of how you would like to be involved in AGA for the 2019-2020 year
    • Adjournment – 2:33pm

Minutes prepared and submitted respectfully by Yeteva Johnson, 2018-2019 Secretary

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April 11, 2019    2:00 – 3:00 PM - Approved

Call to order – 2:10pm

Roll call – Secretary – 2:10pm – Quorum Met

• Leadership Overview

1. President Courtney Bruce
   1. Dinner with AGA leadership, Spring PDT speakers and a few invited CEC members will be at Firebirds this evening
   2. Spring PDT has about 125 registrants
   3. March 14, 2019 by COB is the last day to submit officer nominations. Please send names to recognize all the hard work of our members
   4. AGA chapter award nominations to open shortly. Please send names to recognize all the hard work of our members
   5. 25^th anniversary of CGFM will be celebrated
      1. Collect at Spring PDT and donate 25 pounds of food to Lee County
   6. Audit should be wrapped and will be discussed at the Spring PDT dinner
2. President-Elect Latreeka Williams – No Report
3. Immediate Past President Emma Cole – No Report
4. Financial Report - Treasurer and Financial Secretary
   1. Financial Secretary Nakia Tetter
      1. Bank Balance as of the above date: $46,781.22
5. AGA 2019-2020 Officer Nominations
   1. Winners per votes were announced. Latreeka Williams moved to accept the slate as presented. Motion seconded by Yeteva Johnson; Motion carried unanimously
   2. President Elect - Nicole Boswell, Financial Secretary – Tashundrea Patterson, Treasurer – Lashawn Pierce, Secretary – Charlene Daniels
6. CEC Directors
7. Reports
8. Membership/Early Career – No Repost
9. Certifications – Marcus Johnson
   1. Emails have gone out concerning the CGFM anniversary celebration. Gift cards for contest winners (3) will be presented at Spring PDT
10. Community Service – Ashley McTear
    1. Collections at Spring PDT will include a food drive for Lee County as well as donations for the family sunshine center. The community service table will also have blank walking logs
11. Communications – No Report
12. Career Opportunities – No Report
13. Education – No Report
14. Meetings & Registration – No Report
15. Programs – Nicole Boswell
    1. Will be assisting with the chapter award ceremony in May
16. Accountability – No Report
17. Awards - No Report
18. Scholarship – Carolyn Rhodes
    1. Will meet with the rest of the committee to review applications as time permits. All winners will be announced at the May awards ceremony and are invited to attend free plus 1 guest
19. Webmaster - No Report
20. Bylaws – No Report

VII. Meeting Minutes Vote

1. Nicole Boswell moved to accept minutes as presented. Motion seconded by Nakia Tetter; Motion carried unanimously
2. Financials Vote
   2019. Yeteva Johnson moved to accept minutes as presented from June 1, 2018-March 31, 2019. Motion seconded by Nakia Tetter; Motion carried unanimously
3. Officer Bank Account Vote
   1. Elected officers (President, President-Elect, Financial Secretary, Treasurer, and Secretary) starting with the 2019-2020 program year shall all be listed on the bank account to conduct the business of AGA Montgomery Chapter to include but not limited to deposits, check authorization, etc.
      1. Carolyn Rhodes moved to officer bank account vote as presented. Motion seconded by Rosa Robinson; Motion carried unanimously
   2. Adjournment – 2:37pm

Minutes prepared and submitted respectfully by Yeteva Johnson, 2018-2019 Secretary

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May 16, 2019     2:00 – 3:00 PM - Unapproved

Call to order – 2:06pm

Roll call – Secretary – 2:15pm – Quorum Met

• Leadership Overview

1. President Courtney Bruce
   1. Thank you to all CEC members for all efforts and hard work throughout the year.
   2. The awards ceremony and last meeting of the 2018-2019 year will be May 23, 2019 at Downtown Baumhower’s Victory Grill at Noon.
   3. Congratulations to Vee Mosely on her chapter award.
   4. Please be reminded to come out to the final community service project at the Montgomery zoo on May 18, 2019.
   5. Latreeka has already started the planning for the 2019-2020 year and it is on track to be a great one!
2. President-Elect Latreeka Williams
3. Thank you to all CEC members for all efforts and hard work throughout the year.
4. Immediate Past President Emma Cole – No Report
5. Financial Report - Treasurer and Financial Secretary
   1. Treasurer LaShawn pierce
      1. Bank Balance as of April 30, 2019: $39,290.99. the Profit & Loss Statement has been reconciled from June 1, 2018 through April 30, 2019
6. CEC Directors
7. Reports
8. Membership/Early Career – No Report
9. Certifications – No Repost
10. Community Service – No Repost
11. Communications – Yeteva Johnson
    1. Please submit all documentation to be included in the final newsletter by May 21, 2019
12. Career Opportunities – No Report
13. Education – No Report
14. Meetings & Registration – Courtney Bruce
    1. Currently working on finalizing items for the End of Year meeting
15. Programs – Nicole Boswell
    1. Currently working on finalizing items for the End of Year meeting
16. Accountability – No Report
17. Awards – Courtney Bruce
    1. Currently working on finalizing items for the End of Year meeting
18. Scholarship – Carolyn Rhodes
    1. A total of 9 scholarships will be awarded, with each recipient getting $300- 5 to incoming college freshman which includes 2 children of current AGA members
    2. A total of 15 applications were received which is an increase from past years
19. Webmaster - No Report
20. Bylaws – No Report
21. Meeting Minutes Vote
    1. Nakia Tetter moved to accept minutes as presented. Motion seconded by Latreeka Williams; Motion carried unanimously
22. Financials Vote
    2019. Vee Mosely moved to accept minutes as presented from June 1, 2018-April 30, 2019. Motion seconded by Nakia Tetter; Motion carried unanimously

• Adjournment – 2:19pm

Minutes prepared and submitted respectfully by Yeteva Johnson, 2018-2019 Secretary

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Treasurer's Report

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Membership

We are so excited to start the

2019-2020 Progam Year! 

We would like to say THANK YOU to all of our members for your continued support.  As a token of our appreciation, please join us on Thursday, June 27th for our Member Appreciation lunch! 

Drop by, "GRAB A DOG" & have a FREE lunch on us!

***LIMITED TO THE FIRST 75***

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Until Next Time...

Latreeka D. Williams

 2019-2020 President

Team AGA

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