October 2017  

The Treasury

October 2017 | Volume XXII Issue XI




Facebook --

Instagram --

LinkedIn --

Twitter --

National AGA Website --

Back to top


Back to top

President's Report

As we begin the second quarter of our operating year, I am filled with excitement and anticipation. The first quarter was amazing and there is so much more to come.

Our CEC Directors have dedicated countless hours in their efforts to “Serve OUR AGA with passion and purpose.” Some of the activities and accomplishments highlighted in this month’s newsletter include:

  •          Published the annual Citizen-Centric Report;
  •          Kicked-off the Annual Montgomery Food Bank Drive;
  •          Continued the online CGFM study groups; and
  •          Completed a comprehensive review of the website;

I am truly grateful for such an extraordinary leadership team. I would like to congratulate them for helping the AGA Montgomery Chapter earn over 10,000 chapter recognitions points in the first quarter, meeting over half of our annual goal.

On October 11th, I had the opportunity to meet with over 40 amazing business and accounting majors at Huntingdon College. My visit with these young men and women confirmed my belief that the future is in great hands. AGA is committed to supporting the academic and professional success of young professionals through scholarship awards, networking events, professional development training, education activities, and volunteer activities.

On November 2nd and 3rd, we will host the annual Fall Professional Development & Training conference.  This year, I am thrilled that the Montgomery Chapter of the Institute of Internal Auditors has partnered with us to double the amount of continuing professional education hours offered.  Our organizations have worked hard to plan an event that will equip and engage our attendees. I truly hope that you will join us.

I look forward to another great quarter. Please feel free to contact me. Your membership matters.


Emma Cole

Montgomery Chapter AGA President

Serving OUR AGA with passion and purpose.


President Cole at Huntingdon College speaking to business and accounting majors on the topic – “Accounting: A World of Possibilities”

Back to top


Remember: There will be no meeting/luncheon in October!!!


See you at the Fall PDT on November 2 & 3, 2017.

Back to top

Calendar of Events

Upcoming Calendar of Events


•9/26 - 11/13 Food Bank Drive 


•11/2 - 11/3 AGA Montgomery’s Fall PDT

•Toys for Tots Kickoff


•12/14 – GAFF

•12/14 – Joint Luncheon with IIA


•1/11 Joint Luncheon with ASMC

•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)


Back to top


 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

Back to top

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: 

Back to top

CGFM Committee

 The CGFM Committee will meet via Skype on Tuesdays beginning September 26, 2017, at 7:30 PM to begin reviewing study guide 3, Governmental Financial Management and Control. We will start with Section 1, Financial Management Functions. The chapters we will review are Chapter 1, Cash Management, and Chapter 2, Investment Management. The tentative schedule is below. Remember, if you have not purchased your study guides yet, you can still attend the group. 

You can search for Montgomery Chapter’s CGFM Skype profile by searching for the following email address, Please send us a message via Skype to let us know that you have selected the correct profile. If you have any trouble searching and friend requesting us, please contact me.

Additionally, if you know anyone who is interested in becoming a CGFM do not hesitate to have them contact us. If you have any questions or concerns, please contact us at

Tentative Schedule

Tuesday, September 26, Section 1, Chapters 1 & 2

Tuesday, October 3, Section 1, Chapters 3, 4 & 5

Tuesday, October 10, Section 1, Chapters 6 & 7

Tuesday, October 17, Section 2

Tuesday, October 24, Section 3

Tuesday, October 31, No Class

Tuesday, November 7, Section 4

Tuesday, November 14, Section 5, Chapter 1

Tuesday, November 21, Section 5, Chapters 2 & 3

Tuesday, November 28, Review Sections 1, 2 & 3

Tuesday, December 5, Review Sections 4 & 5 

Back to top

Education Committee

 Montgomery AGA Training Events


2017 Fall PDT Agenda

Day 1: A New Look at Fraud for Auditors

This seminar takes a fresh look at fraud and explores factors contributing to fraud growing and going undetected.  It will provide practical approaches that auditors in both the private and public sector can use to deter and detect fraud. The seminar will include case examples and exercises designed to reinforce concepts presented, along with suggestions and materials auditors can use to gain buy-in from management

Presenter: Courtenay M. Thompson Jr.

Mr. Thompson is a recognized authority on training managers, auditors, and investigators in fraud-related matters.  He has designed and presented courses on fraud prevention, detection, and investigation for business and government organizations worldwide.  His courses are known for providing practical, proven approaches to real problems.  These practical approaches have yielded dramatic results for class attendees.


November 2, 2017

8:00 am to 8:30 am       Registration/Breakfast and Opening Remarks

8:30 am to 12:00 pm      Morning Session: A New Look at Fraud for Auditors Part I (A&A)

12:00 pm to 1:00 pm      Lunch

1:00 pm to 4:30 pm       Afternoon Session: A New Look at Fraud for Auditors Part II (A&A)

4:30 pm to 4:45 pm       Closing Remarks: Institute of Internal Auditors

                      **Morning and Afternoon Sessions will include a break with refreshments.

Day 2:  Accountability in the Public Sector

During this professional development and training, attendees will hear from leaders on current and emerging topics impacting the public sector. Attendees will gain valuable insight and resources to help them champion accountability and transparency, leverage technology, implement effective controls, foster engagement, and become change agents at all levels of their organizations.

November 3, 2017

7:45 am to 8:15 am       Registration/Breakfast & Opening Remarks

8:20 am to 9:10 am       Session 1: Follow Your Yellow Brick Road: Brains, Hearts, and Courage in the   


                            Presenter: Sharleen Smith, Troy University Continuing Education                                          

9:15 am to 10:45 am      Session 2: How Does GASB Apply to Your Role? (A&A)

                                      Presenters: Kathleen Baxter, State Comptroller

                                                         Lynn Bozeman, Richard Harris Ingram Bozeman 

                                                        Matt Richards, Examiners of Public Accounts

10:45 am to 11:00 am    Break

11:00 am to 11:50 am    Session 3: Technology Updates and Cybersecurity

                                    Presenters: Secretary Jim Purcell, Office of Information Technology

                                                        Nic Cofield, Jackson Thornton Technologies

12:00 pm to 1:00 pm      Lunch - Keynote Speaker: Mac McLeod, City of Montgomery

1:00 pm to 1:50 pm       Session 4: Would YOU Follow YOU?

                                     Presenter: Sharleen Smith, Troy University Continuing Education

1:55 pm to 2:45 pm       Session 5: Ethics in the Public Sector

                                    Presenter: Greg Jones, Troy University Sorrell College of Business

 2:45 pm to 3:00 pm      Break

3:00 pm to 3:50 pm       Session 6: Leveraging Technology to Enhance Productivity

                                    Presenters:  Jason Mulcahy, Department of Finance – pCards

                                                        Kristina Merrick, Department of Finance - STAARS

3:50 pm to 4:45 pm       Closing Session: Being Accountable for Accountability (A&A)

                                     Presenter: Emma Cole, AGA Montgomery Chapter President


 Note: All CPE pending approval of the Alabama State Board of Public Accountancy


Registration Now Open!!!! 

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


 National AGA Training Events

 Webinar: Auditing Relevance and Reliability of Performance Information

Oct. 11 | 2–3:50 p.m. ET | 2 CPEs

Learn criteria and best practices to assess relevance and methods that can be used to audit or assist an organization in ensuring they are using the right performance measures.

Auditing Webinar


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

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.

Back to top

Brain Candy


1. I’m tall when I’m young and I’m short when I’m old. What am I?

2. In a one-story pink house, there was a pink person, a pink cat, a pink fish, a pink computer, a pink chair, a pink table, a pink telephone, a pink shower– everything was pink!What color were the stairs?

3. What has hands but can not clap?


Back to top

Minutes from Past Meetings



Date: Thursday, September 7, 2017

Place:  Zoom

Meeting Called to Order: 12:07 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                        Marcus Johnson

Treasurer                                                                Latreeka Williams

Financial Secretary                                                    Ann Franklin


Assistant Secretary/Programs                                    Nicole Boswell                                   


Chapter Directors and members:

Accountability                                                          Carmen Leonard

Awards & Nominations                                              

Bylaws and Procedures                                              Margie Toney

Career Opportunities                                           Saketa Wilkerson Moore

Communication                                                          Yeteva Johnson

Community Service                                                      Nakia Tetter

Education                                                                  Lashawn Pierce

Internal Audit                                                              

Leadership Engagement                                             Sandra Steele

Meetings & Registration                                         Tashundrea Patterson


Membership/Early Career                                                     

Scholarships                                                               Carolyn Rhodes


Webmaster & Technology                                          Roshanda McKinnon

Business Analytics                             


  • Motion made by Ann Franklin and second by Lashawn Pierce to accept agenda. Motion carried unanimously.


  •          No prior minutes


  •          Emma thanked the CEC for an awesome first few months, for a successful community service project, and an amazing workshop.
  •          Recognized this as the first meeting utilizing Zoom.
  •          Made known policy/procedures are in place for this year.
  •          Courtney reported CRP is progressing well. The template will be coming out this month. Certification and Accountability points are slow but will pick up during the year. Education report has not been received.
  •          Emphasized timely submission of committee reports and newsletter and technology updates. 

 Financial Reports and Update: 

  •          Latreeka reported June and August's finances have been reviewed. Spring payments are still coming.
  •          Emma interjected that the finances will be in the newsletter.
  •          Zoom is a new annual expense. Any committee can utilize Zoom for meetings.
  •          The expense for Quickbooks will hit the budget in September/October.
  •          The 990 was mailed.

 Calendar of Events: 

  •          CEC will meet every first Thursday of the month at noon.
  •          CEC reports are due the Tuesday before the CEC meeting.
  •          Upcoming newsletter deadline is 9/22 for October 6 newsletter.
  •          Upcoming events are the workshop at Carver High School, the Food Bank Drive kick-off, Fall PDT, and IIA joint meeting.
  •          Planning to move from April to May the Spring Seminar and include the awards ceremony.

 Committee Reports: 

 Accountability: Carmen reported case challenge letters were mailed. Emails sent to seven universities- ASU, TSUM, AUM, Huntsville, Faulkner, Troy, and Auburn. The committee is working on CCR but more information is needed. Carmen enjoyed the opportunity to be a CCR Reviewer. Also, working on essay contest guidelines.

Awards:  No report.

Bylaws: No report.

Education:  Kudos for the huge success of the workshop. Resulted in three new members. Fall PDT will be a joint conference with IIA lasting 2 days- November 2nd pre-conference and 3rd conference at the RSA Activities Center.  The theme is “Accountability”. All committee members should publicize the conference within their departments because some agencies block emails.

Programs:  Supervisors may attend September luncheon free of charge. Four members will sit on the panel. October is by invitation only for city leadership and educators.

Career Opportunities: Career opportunities are for members only. Opportunities to be leveraged with LinkedIn.

Certification: Marcus reported study sessions are scheduled every Tuesday night via Skype. Exam 3 study schedule has been sent out. Volunteers to assist with the study sessions are needed.

Communication:  Yeteva reminded CEC to submit newsletter information. Remind App will send auto-reminders through Zoom for upcoming invites. Event recaps with event explanations and pictures are great. Asking to like/share on Facebook to increase interest on social media. All communications must be approved by Emma and/or Courtney.

Community Service: Ashley and Nakia stated an Event Recap had been submitted for the back-to-school campus cleanup at Lanier High School. Upcoming opportunities include Food Bank Drive and Toys for Tots.

Internal Audit: Emma noted financials are finished with plans to begin audit in September.

Leadership Engagement: Combined report with Programs.

Meeting and Registration:  Tashundrea reported 26 attendees at the workshop and 42 have registered for the September luncheon. They also request a two-week notice for any meeting.

Membership/Early Career: Courtney recommended continuing event at AUM to expose students to government careers. On October 2 Mia and Jonathan will meet with the Math Club at Carver to enhance financial literacy. In November Emma will speak to Huntington’s Accounting Club.

Mentorship:  Report in conjunction with Membership/Early Career report.

Scholarships:  Carolyn reported working to model scholarships after the National awards program.

Sponsorship:  Fall PDT needs about 6 sponsors. Please make known any ideas.

Webmaster & Technology:  Roshanda reported Raven McKinnon an IT major at Auburn is a new co-director for the committee and made known still looking for another with maybe a marketing background. Requested committees use the new form for tech updates. Sign in under name for the page “Tech Services Request Form”. Roshanda also emphasized the need for committee input and participation for website updates.

Announcements:  Remember September 13 luncheon and panel discussion.

Meeting adjourned:  12:45 p.m.     

Back to top

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

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


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

Back to top

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


Back to top