1 2012-2013 Annual History Report As you know, my term as President has ended. I hope that during my term I made a positive impact on the Montgomery Chapter of AGA. Thank you for the opportunity to lead and for your patience as I grew in my position. This was definitely one experience I will not forget! My journey in leading the Chapter was not accomplished alone. I was accompanied by a team of dynamic individuals, both elected and appointed, who shared in our suc- cesses and failures. Each of these individuals brought their individual talent, personality and discipline to the table – enabling me to complete and execute a successful year of performance and leadership. I can look back on my term with appreciation and satisfaction, knowing that we kept our focus on AGA’s core values: Service, Accountability, Integrity, and Leadership. I would like to take this opportunity to thank the Chapter executive committee (CEC) for their hard work and dedication in serving with me. In particular, I would like to thank President-Elect Margie Toney, AGA Regional Vice President, Pamela Hill and Secretaries Sandra Steel and Shelia Hatcher for their support and encouragement during my term. I would be remiss if I did not recognize the 2012-2013 committee members. There are not enough words to express my thanks and appreciation to these great leaders. Without their passion and undying commitment in devoting many hours of volunteer service, we would not have begun this journey of transformation or achieved any of our goals. Embracing change is difficult and these volunteers never lost sight of the Chapter’s strategic direction even when our road to success be- came bumpy or was detoured. Special thanks go out to our sponsors. But most importantly, my thanks go out to you, the members, for all your support during my term as your Chapter president. Without you, the Chapter would not exist. It has been my pleasure to have served you. Some notable highlights of my term were Evelyn Brown, AGA National President, attended our fall confer- ence; we celebrated the 25 th anniversary of our Chapter having a Professional Development Conference; we recognized all past presidents at the November 2012 PDC; the spring seminar was moved to a new venue and was scheduled as a full day for the first time. This report will highlight other events that happened during the program year 2012-13. In closing, I ask you to continue to pledge your support to our Chapter and its activities. I leave with great confidence knowing that our Chapter is capable of overcoming any hurdles that will arise. Together we will succeed! “Do not follow where the path may lead. Go instead where there is no path and leave a trail.” (Anonymous). The Chapter is truly blessed with such a terrific team. Pamela D. Henderson Pamela Henderson, CM, CMP 2012-2013 Annual History Report Message From the Immediate Past-President
Transcript
1 2012-2013 Annual History Report
As you know, my term as President has ended. I hope that during my term I made a positive impact on the Montgomery Chapter of AGA. Thank you for the opportunity to lead and for your patience as I grew in my position. This was definitely one experience I will not forget! My journey in leading the Chapter was not accomplished alone. I was accompanied by a team of dynamic individuals, both elected and appointed, who shared in our suc-
cesses and failures. Each of these individuals brought their individual talent, personality and discipline to the table – enabling me to complete and execute a successful year of performance and leadership. I can look back on my term with appreciation and satisfaction, knowing that we kept our focus on AGA’s core values: Service, Accountability, Integrity, and Leadership. I would like to take this opportunity to thank the Chapter executive committee (CEC) for their hard work and dedication in serving with me. In particular, I would like to thank President-Elect Margie Toney, AGA Regional Vice President, Pamela Hill and Secretaries Sandra Steel and Shelia Hatcher for their support and encouragement during my term. I would be remiss if I did not recognize the 2012-2013 committee members. There are not enough words to express my thanks and appreciation to these great leaders. Without their passion and undying commitment in devoting many hours of volunteer service, we would not have begun this journey of transformation or achieved any of our goals. Embracing change is difficult and these volunteers never lost sight of the Chapter’s strategic direction even when our road to success be-came bumpy or was detoured. Special thanks go out to our sponsors. But most importantly, my thanks go out to you, the members, for all your support during my term as your Chapter president. Without you, the Chapter would not exist. It has been my pleasure to have served you. Some notable highlights of my term were Evelyn Brown, AGA National President, attended our fall confer-ence; we celebrated the 25th anniversary of our Chapter having a Professional Development Conference; we recognized all past presidents at the November 2012 PDC; the spring seminar was moved to a new venue and was scheduled as a full day for the first time. This report will highlight other events that happened during the program year 2012-13. In closing, I ask you to continue to pledge your support to our Chapter and its activities. I leave with great confidence knowing that our Chapter is capable of overcoming any hurdles that will arise. Together we will succeed! “Do not follow where the path may lead. Go instead where there is no path and leave a trail.” (Anonymous). The Chapter is truly blessed with such a terrific team.
Pamela D. Henderson
Pamela Henderson, CM, CMP
2012-2013
Annual History Report
Message From the Immediate Past-President
2 2012-2013 Annual History Report
National Level
Pamela Hill-PDC Technical Committee
Pamela Henderson-Membership Task Force
Dr. Keren Deal- Professional Ethics Board
AGA Higher Education Curriculum Task Force, served
Speakers Topics September 2012 Julie P. Magee, Commissioner, AL Dept of Revenue Dept. of Revenue Initiatives
October 2012 Dr. Keivan Deravi Professor of Economics, AUM Economics Updates
December 2012 Greg Canfield, AL Secretary of Commerce Trade & Commerce in Alabama
January 2013 Phil Harrod, FBI, Financial Analyst The Gilliland Mortgage Fraud
February 2013 Pamela R. Hill, AGA RVP Mentorship and Networking
March 2013 Kelly Butler, Asst. State Budget Officer Budget & Legislative Updates
Joint Meetings: Institute of Internal Auditors, October 2012; American Society of Military Comptrollers, January
2013
Luncheon Cost: $14.00
Conferences
November 9, 2012
Annual Fall Professional Development Conference- Auburn University in Montgomery
Theme: Maintaining Integrity in Government Accounting Speakers Topics
Evelyn Brown AGA National President Your Professional Journey Blake Rodgers Practice Fellow-GASB GASB Updates Col. Jeanna Pryor USAF-Director Defense Financial Management Anti-Deficiency Act Dr. William Morehead Associate Professor of Accountancy, Mississippi College Ethics Kevin Robinson Executive Director, Auburn University Audit Program Internal Controls Emanuel Roberts Special Agent, AL Dept. of Revenue Fraud - Tax Evasion
The Fall Conference provided 8 hrs of CPEs
Cost: $175.00
April 12, 2013 Annual Spring Conference- Faulkner University Campus- E.L. Collum Rotunda Building
Theme: Alabama Structured for Financial Success
Speakers Topics
William Ashmore State Employee Insurance Board SEIB Updates
Michael Jackson AL Department of Corrections Generational Dynamics
Joseph (Jodie) Smith Attorney, Maynard, Cooper & Gale Bond Compliance
Barry Staples Attorney, Maynard, Cooper & Gale Bond Compliance
Phillip Dotts The PFM Group, LLC Treasury Rates & Notes
Clinton Carter AL Deputy Finance Director Governor’s Road to a $billion
The Spring Conference provided 8 hrs of CPEs
Cost: $75.00 for Members; $175.00 for Non-members
2012-2013 Chapter Events
4 2012-2013 Annual History Report
Community Service Events
The Montgomery Chapter actively participated in several community service projects throughout the program year. June 2012 Sponsored an end of the school year cookout for the children of the Adullum House July 2012 Helped W.E.L.C.O.M.E. Inc., a food pantry in Millbrook, AL by collecting food and nonperishable items for the center October 2012 Partnered with Cedar Crest Nursing Home in Montgomery AL to provide music to nursing home residents that want to exercise by doing Zumba in a chair November 2012 Raised $328.00 in monetary donations to make a collected effort of 2,278 pounds of food for the Montgomery Area Food Bank
Special Chapter Contributions Montgomery Chapter AGA collected $195.00 for Hurricane Sandy relief through the Red Cross at the Fall Educa-tion Seminar.
Audio Conferences
September 19, 2012 Yellow Book Updates 2 CPE hours
October 17, 2012 Improving Internal Control 2 CPE hours
February 13, 2013 Internal Controls 2 CPE hours
May 8, 2013 Fraud 2 CPE hours
May 22, 2013 Ethics 2 CPE hours
Au di o Con f eren ces were h e l d a t AL DOT Co st $20 . 00
5 2012-2013 Annual History Report
ment field. It measures a wide range of skills and knowledge
that professionals need to be successful in the federal govern-
ment financial environment, or to meet the challenges faced
by state and local government financial managers.
Our Elected Officials Proclaiming March as CFGM
Month
Governor Robert Bentley,
Mayor Todd Strange of Mont-
gomery, AL, Montgomery
County Commissioners, Mayor
Dexter McLendon of Green-
ville, AL, Mayor Jason A.
Reeves of Troy, AL, Mayor Bill
Ham of Auburn, AL and Mayor
William A. Bell, Sr. of Birming-
ham, AL have proclaimed
March 2013 as Certified Gov-
ernment Financial Managers
(CGFM) Month.
“The CGFM Program is distin-
guished by academic achieve-
ment, rigorous examinations
and experience in government
financial management.” The
CGFM is the first designation
that is broad enough to encom-
pass the federal, state and local
government financial manage-
Our Chapter supported the CGFM program by sponsoring up to twelve CGFM scholarships for members of the Chapter who passed any parts of the exam. Lashawn Pierce of Department of Public Health passed one part of the exam and received one scholarship
Governor Robert Bentley recognized and commended those passing the rigorous three-part exam. The follow-ing were presented with a certificate from the Governor:
Darrell L. Butters Jennifer A. Miller Dennice L. Hillard
Tammy L. Dunn Marcus A. Johnson
This program year was the first year to have a wear RED day for the CFGMs during our CFGM Luncheon in March.
The CGFM Committee: Dixie Black, Sandra Steele, Pamela Henderson, Rachel Chou, and Pat Hemme are greeted and presented a CGFM Proclamation by Alabama Gover-
nor Robert Bentley.
6 2012-2013 Annual History Report
Montgomery Chapter Held Weekly Study Group Sessions Location: RSA Union Conference Room #200
All study group session were offered at no Cost and received 1 CPE Hour Instructors for the CGFM weekly study group sessions for program year 2012-13
Kathleen Baxter
Dixie Black Rachel Chou
Lorraine DeRamus Steve Emerson
Christine Harden Pamela Hill
Dennice Hillard Marcus Johnson
Andrette Munnerlyn Nakia Tetter
Margie Toney
City of Montgomery Mayor, Todd Strange, presents CGFM Committee Members,
Rachel Chou, Sandra Steele, and Pat Hemme (l to r) the CGFM Proclamation
Montgomery County Commissioner Reed Ingram , presents the CGFM Committee Members the March 2013 CGFM Proclamation at the Feb-ruary 19, 2013 meeting.
7 2012-2013 Annual History Report
For the year ended May 31, 2013, there were 325 members in the Montgomery Chapter.
We welcomed 72 new and returning members during program year 2012-13. We continue to work on increasing our membership in the government and private sectors through recruit-
ment, incentive programs and advertising. A diverse membership is beneficial to all members in the
Chapter.
Membership Report
Algarie Martin Kimberley D. Roberts
Andrew McLelland LaDora L. Gindle
Angela T. Abernathy Lakisha A. Hardy
Audrey T. Jackson Latika Stepp
Beverly C. Pugh Laura Hester Madison
Billie Alabi LaVerne Williams
Bradley D. Perry Leshana K. Johnson
Bradley J. Jackson Lynnley L. Clark
Brian Harris Marc R. Hodge
Bridget M. Johnson Maria Chamnong
Carla Williams Maria L. Catledge
Cathy J. Jones Marsha R. Skeen
Christine Kilpatrick Melba L. Medders
Constance Baldwin, CPA Melissa Del Manning
Daniel J. Dupree Michael Bridges
Deborah B. Johnson Monica Bryant
DeLois Thigpen Morgan Vinson
Dennice L. Hillard, CGFM Phillipe J. Streeter
Frances E. Mills Rhonda D. Sparrow
Gaile King Robin Hutcheson
Gerald Dedon Rodney A. Wagstaff
Glenn A. Davis Samson L. Ervin, Jr.
Harriett E. Freeman Sandranetta Young
Jackie L. McCombs Sharon Hatton
James E. Hubbard Sheila Bronson
Jana White Sherry D. Bryant
Janet Berry Stanja Bond
Jeff Hornsby Steven W. Rylant
Joel L. Brelsford Tammy White
John E. Norris Thomas W. Seibert
John Gilbert Morris Tiffany R. McCauley
8 2012-2013 Annual History Report
Source AGA National
Membership & Early Career Events
September 2012 Meet the Firms Day 2012
December 2012 New Member event (meeting chapter leaders)
February 2013 AUM Accounting Club February 2013 T SUM ( Intermediate I Accounting class)
AGA's Citizen-Centric Government Reporting Initiative is intended to foster innovative means of
communication between governments and their citizenry. AGA believes that government financial
information should be provided to citizens in forms that are clear and understandable, updated
regularly and often, delivered to all, easy to locate, honest in breadth and technically accurate in
detail. In fact, as the owners of government, citizens have a right to this information. AGA's Citizen-
Centric Reports detail government finances in a visually appealing, clear and understandable four-
page document. AGA believes that these reports will make governments more accountable to their
citizens, and will help Americans become better educated and better able to participate in govern-
ment activities.
John W. Segrest Towanna Carroll Sears, CGFM
John W. Segrest Tyrell Harris
Joshua Taylor Valarie S. Taylor, MHRM
Karen S. Brown Virgil Freeman
Kathleen Luloff Wenbin Nie
Keary Foster, CPA William White
Kim S. Decker, CPA Winona L. Gray
Yolande M. Johnson
Membership Report
Accountability Report
9 2012-2013 Annual History Report
Our Chapter has produced two Centric Reports: 2011; 2012 We Received a Certificate of Excellence in Member Reporting for Fiscal year ended 2012
On July 14, 2013, at the National Board of Directors meeting in Dallas, Texas, the CCR winning logo was unveiled. It was submitted by the Washington, DC Chapter and was created by Jason Charter from Grant Thornton LLP. Other Chapter finalists were the Virginia Peninsula and San Antonio Chap-ters. Sixty-eight logos were submitted for the Chapter competition. Schenese Wade submitted a Logo on behalf of the Montgomery Chapter. The logo signify the brand for AGA’s CCR Initiative. Over time,
we expect the logo to appear on each CCR.
Accountability Report
Publications
Capital City Focus -the Chapter’s newsletter is published monthly during the program year. April 2013– The National Office viewed chapters newsletters for chapter competition. Our chapter submitted the October, December and February newsletters to be judged. The annual history report is published 90 days after the end of the program year.
10 2012-2013 Annual History Report
Montgomery Chapter
Treasurer's Report
Summary of Receipts and Disbursements
For the period of June 1, 2012 - May 31, 2013
Treasurer’s Report
Beginning YTD YTD
Outstand-
ing Ending
Balance Receipts Disbursements Checks Balance
Share $30.60 0.12 $30.72
Check-
ing $12,009.39 56,545.33 -54,198.55 -1,170.95 $13,185.22
$13,215.94
* include receipts/disbursements related to prior fiscal
year transactions.
Bank Reconciliation
Ending Balance @ MAX as of 5/31/2013 $14,356.17
Plus: Deposits in Trans-
it
-
Less: Outstanding
Checks -1,170.95
Check Register Balance as of 5/31/2013 $13,185.22
Plus: Share Balance $30.72
Share and Checking Balance as of
5/31/2013 $13,215.94
11 2012-2013 Annual History Report
Montgomery Chapter Treasurer's Report
For The Year Ending May 31, 2013
Treasurer’s Report
Jun 1-12 - May 13 Budget $ Over (Under)
Investments
Interest-Savings 0.12
Total Investments 0.12
RECEIPTS
Annual Fall Seminar 36,356.00 39,375.00 (3,019.00)
Annual GAAF 0.00 2,500.00 (2,500.00)
Annual Spring Seminar 7,950.00 11,250.00 (3,300.00)
Membership Dues to National 21,175.00 20,250.00 925.00
Merchant Account-Global Fees 567.59 500.00 67.59
Merchant Account Fee-AMEX 79.80 20.00 59.80
Miscellaneous Costs 171.37 458.00 (286.63)
Monthly Parking Fees 350.00 400.00 (50.00)
National PDC Expenses 1,778.10 1,920.00 (141.90)
12 2012-2013 Annual History Report
Montgomery Chapter Treasurer's Report
For The Year Ending May 31, 2013
Treasurer’s Report
Jun 1-12 - May 13 Budget $ Over (Under)
Office Supplies 626.68 1,005.00 (378.32)
Printing & Postage 50.70 135.00 (84.30)
Scholarships 3,000.00 3,000.00 0.00
Sponsorships 0.00 200.00 (200.00)
Spring Seminar 4,826.38 4,250.00 576.38
Travel Expense (GAAF) 0.00 750.00 (750.00)
Webpage 624.95 600.00 24.95
Total DISBURSEMENTS 54,966.49 62,994.00 (8,027.51)
Net Operating Income( Loss) 669.43 9,445.00 (8,775.57)
Notes:
2012-2013 Transactions expected to occur in June/July 2013
Accounts Recievables/Receipts
Audio Conferences 80.00
Spring Seminar 2,595.00
Membership Dues 30.00
GAAF 2,885.20
Total 5,590.20
Accounts Payable/Disbursements
Donations for Speakers 450.00
Membership Dues to National 270.00
Total 720.00
Net Total 4,870.20
13 2012-2013 Annual History Report
The month of May is the Chapter’s Annual Awards Luncheon
Chapter Awards and Scholarships
Favorite Speaker Michael Jackson
Chapter Ambassador Award Shaundra B. Morris
Community Service Award
Terese Toby
Professional Development Award LaTaya Lucas
Government Financial Manager Award Steve Emerson
Membership Recruitment Award Katherine Reed
Scholarship Recipients
Karen Brown Marcus Johnson Armstead (Stead) Hayes
Auburn University Troy University Troy University
Perfect Attendance Award
Bonnie Bullock Department of Public Safety
Rachel Chou The Comptroller’s Office
Janie Cobb
Janice Duncan Department Of Transportation
Marilyn Dozier Finance Department
Veronica Harris AL Commission on Higher Education
Pamela Henderson AL Medicaid Agency
Marcus Johnson Department of Revenue
Christy Jones Department of Public Safety
Vee Mosely Department of Public Safety
Cheryl Newton AL Commission on Higher Education
William Waldroff AL Department of Economic and Community Affairs
Chapter Award Luncheon
14 2012-2013 Annual History Report
LaTaya Lucas- President Elect
Renee’ Reese- Treasurer
Shelia Hatcher- Secretary (Not Pictured)
Passing the Gavel
Pamela Henderson served as President from June1, 2012 through May 30, 2013. Margie Toney is serving as President from June 1, 2013 through May 30, 2014.
The passing of the gavel occurred at the final monthly meeting, the May Awards Luncheon.
Installing New Officers
Program Year 2013-14
15 2012-2013 Annual History Report
Sectional Leadership Meeting-Held in Los Angeles, CA April 19-20
The Montgomery Chapter was represented by Pamela Henderson, Margie Ton-
ey, Sandra Steele and Carmen Leonard.
AGA National PDC Held in Dallas, TX July 14-17
The Montgomery Chapter was represented by four members
President Pamela Henderson
President-Elect Margie Toney
CGFM Director Sandra Steel
Regional RVP-Elect Dr. Keren Deal
National Awards
Congratulations, Montgomery Chapter!
Montgomery Chapter Accomplishments!
Chapter Newsletter Award First Place: Montgomery Chapter Schenese Wade, Editor Chapter Website Award First Place: Montgomery Chapter Pamela Henderson, Webmaster
Regional Vice President-Platinum Award Pamela Hill, RVP, Gulf Region
