Lincoln Chapter Association of Government Accountants
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Lincoln Chapter Association of Government Accountants www.lincolnneaga.org
Newsletter – March, 2016
Highlights/Contents
Presidents Message AGA Chapter Meeting – Wednesday = April 6 Calendar of Events Chapter Executive Committee Spring Professional Development Training - Wednesday, April 20, 2016 Des Moines AGA Chapter 2016 Fraud & Ethics Conference Lincoln AGA Chapter - Chapter Recognition Points In Memory of an AGA Member Chapter Meeting Minutes – March 2, 2016 Chapter Executive Committee Meeting Minutes - March 16, 2016 Financial Information for 2015-16
Presidents Message
Welcome to spring!
Has Easter and the milder spring weather and sunshine boosted your spirits?
We hope that it has lifted you from the winter doldrums and will bring you out to the meetings. The colder weather has brought out fewer members and we are missing you. Please plant to join us for our April meeting at Misty’s Downtown with Ryan Sothan, who will be speaking about identity theft and ways to protect ourselves.
Also coming later this month is the Spring Professional Development Training on April 20th at Country Inn & Suites. If you haven’t already registered please take time to do that today.
You are the strength of AGA. Please take time to be an active member. Without each and every one of you we will not succeed. The May meeting will be our “Member Appreciation” meeting. We would like to recognize each of you as a part of our great organization. Some of the others being recognized will be our past presidents.
See you soon.
Ramona Hartley - Chapter President
AGA Chapter Meeting No registration required. Bring a guest and their lunch is free.
Date: Wednesday – April 6
Time: 11:45 am -1:00 pm
Location: Misty’s Downtown – 200 North 11th Street
Speaker: Ryan Sothan, Outreach Coordinator - Identity Theft: Detect, Deter and Defend Office of the Attorney General - Consumer Protection & Anti-Trust Division
As Outreach Coordinator within the Nebraska Attorney General’s Office, Ryan has statewide responsibility for developing and implementing community-based initiatives for educating Nebraskans in the areas of consumer fraud, elder financial abuse, predatory and illegal business practices, and Internet safety. Special emphasis is placed on raising consumer awareness to the perils of Identity Theft, the leading consumer complaint, arming Nebraskans of all ages with the knowledge and tools to detect, deter and defend against it. This includes routinely monitoring one’s credit, timely reporting whenever personal information is lost or stolen, and safeguarding against future financial losses by placing a Fraud Alert and/or Credit Freeze on your credit file.
Calendar of Events 2016 April 6 – Wednesday – Monthly Chapter Meeting April 20 – Wednesday – Spring Professional Development Training April 27 – Wednesday – CEC Meeting – 6th Floor NSOB – Conference Room B – 12 noon for one hour May 17 – Tuesday – Monthly Chapter Meeting June 15 – Wednesday – CEC Meeting – 6th Floor NSOB – Conference Room B – 12 noon for one hour
Chapter Executive Committee
Shane Rhion President-Elect for next year is looking for members to serve on the Chapter Executive Committee. There are some opportunities to become more involved in your Lincoln Chapter. At this time there are multiple opportunities for you to participate in the leadership of the chapter through the Chapter Executive Committee. A list of the current members of the CEC can be found at http://lincolnaga.wildapricot.org/page-1334918. If you are interested in participating please contact Shane Rhion (402-471-4313 or [email protected] to discuss what areas you would be interested in and what opportunities are available.
As an added incentive, there is also an opportunity to attend a regional AGA training in Salt Lake City the first week in May for two members of the CEC. This is a great opportunity to enhance your leadership toolkit and help continue the excellence of the Lincoln Chapter that our past and current Presidents and CEC members have established and maintained. Thank you in advance for your consideration on becoming more involved in the Lincoln Chapter.
Professional Development Training
The Lincoln Chapter Spring Professional Development Training is being held on Wednesday, April 20, 2016 - 8 am to 4:30 pm - Country Inn & Suites Conference Center - 5353 North 27th Street Lincoln, NE. See the attached flyer for details on the speakers. Register on the chapter website. Des Moines AGA Chapter 2016 Fraud & Ethics Conference
See the attached flyer for information on the Des Moines Chapter training event. It will be Thursday, May 12, 2016 at Noah's Event Venue 1805 90th St West Des Moines IA 50266
In Memory of an AGA Member
Paul Koehler has written an article in memory of AGA member Earl “Skip” Eno who passed away on February 27, 2016. See the attached file.
Lincoln AGA Chapter - Chapter Recognition Points Our current standing as of March 31, 2016 - 3rd Quarter, is as follows:
Total Credit s Earne Re d to Percentag Allowabl mai Area Date Max e e ning Chapter Leadership, Planning & Participation 3,175 3,000 106% 3,000 0 1,52 Education & Professional Development 2,475 4,000 62% 2,475 5 1,10 Certification 2,900 4,000 73% 2,900 0 Communications 6,861 3,000 229% 3,000 0 Membership 5,350 4,000 134% 4,000 0 Accountability 1,500 2,000 75% 1,500 500 Community Service 2,388 2,000 119% 2,000 0 Awards 500 1,000 50% 500 500 25,14 23,00 3,62 TOTALS 9 0 109% 19,375 5
With one more reporting period to go (April & May) the Chapter is only 125 credits away from reaching Platinum again this year. Great job Lincoln Chapter!! Submitted by: Ann Martinez, Secretary
CGFM News
CGFM Apparel Looking to purchase a shirt with the CGFM designation? Whether you're at work, out in town, at a conference or on the golf course, show everyone how proud you are of your CGFM designation by wearing CGFM apparel. Buy yours today! Note: White shirts will be embroidered with the red and gold CGFM logo, and red shirts will be embroidered with an all gold logo. A $5.95 logo embroidery fee will be added to each item purchased. Please visit the AGA store at: http://business.landsend.com/store/agamembership CGFM Study Guides
Ready to earn your CGFM designation? We have updated CGFM Study Guides and they are available for you today. Please contact Candace Meredith for more information. [email protected]
CHAPTER MEETING MINUTES – March 2, 2016
The meeting was held at Miller Time Pub at the Cornhusker 25 members and 4 guests were present at the meeting.
Ramona Hartley, Chapter President, called the meeting to order at 12:00 p.m. and welcomed everyone in attendance. The guests present were introduced.
Ramona talked about the upcoming SLM in May that will be held in Salt Lake City. Members were encouraged to contact Ramona for more information.
The Spring PDT is scheduled for April 20th. Ann passed out the PDT informational flyer.
The Chapter’s 2014-2015 Member Centric Report had been emailed out prior to the Chapter meeting. Ken Rouch explained the use of the Citizen Centric Report format to generate a report for the Chapter’s members and asked if anyone had any questions.
Tim Baker, AGA National Treasurer provided the group with information at the National level. It is projected that the year will end with a $100,000 positive variance. National is offering a national PDT scholarship to an under 30 year old member. Travel expenses aren’t included. Additional free to member webinars are also being planned.
Ann reminded those in attendance that March is membership renewal month and that a State PCard can be used to pay your dues on line.
Jason Walters introduced our speaker – Marilyn Hayes. Ms. Hayes is the Finance Administrator for the Department of Roads. Marilyn shared several handouts and explained the Department of Roads various funding sources and the complicated budgeting process for construction projects, maintenance, supportive services and public transit and rail.
Ms. Hayes also drew the names of the drawing winners. The winner of $15 was Lonnie Fierstein. The winners of a $10 Subway gift card were Lauren Dyer and Marla Bigler. Frank Faughn won an AGA pin.
Presented by Ann Martinez, Chapter Secretary
HAPTER EXECUTIVE COMMITTEE MEETING MINUTES March 16, 2016 Executive Committee Members Present: Dan Albrecht, Dee Ward, Staci Bolton, Tim Channer, Ramona Hartley, Ken Rouch, Shane Rhian, Sheryl Hesseltine and Ann Martinez.
President – President, Ramona Hartley, called the meeting to order at 12:00 p.m.
President Elect – Shane - Items to be covered under Other Business
Secretary & Past President –Ann stated that the minutes from the February 3, 2016 Chapter Meeting and the February 17, 2016 CEC meeting had been published in the February 2016 newsletter. A motion was made and seconded to approve the meeting minutes as published. Motion approved unanimously.
Ann did contact Bill Miller regarding the Chapter’s financial support of his attendance at the February SLMR.
The April CEC meeting is scheduled for the same day as the Spring PDT. The April CEC meeting has been moved to April 27 th .
Treasurer – Dan presented the February 2016 Treasurer’s Report. Shane made a motion to accept the February 2016 Treasurer’s Report. The motion was seconded by Tim. Motion approved unanimously.
Education – Frank sent his update to Ramona. So far twenty-two have registered for the Spring PDT. Frank is reaching out to non-members (for example Nelnet) encouraging them to attend.
Amy sent her update to Ramona. We still need to schedule two more webinars for this program year. The April 27th webinar is on Fraud Prevention and the May 11th webinar is on Ethics. The training room in the 1526 Bldg. has worked well so Ramona will check on room availability.
Membership/Early Careers/Young Professionals – Sheryl updated the group. She, Dee and Ann hosted the Beta Alpha Psi Chapter meeting last night – Tuesday, March 15th. Food was provided to those attending. Heather Myers from the Nebraska Board of Public Accountancy spoke to the group about the Board’s responsibility for the licensing and regulating of Certified Public Accounts in Nebraska. Ann spoke about AGA’s CCR. She had various samples of completed reports. She also talked about the annual national College CCR competition encouraging those in attendance to think about participation next time. She also talked about the value and benefits of government employment and membership in a professional organization like AGA.
Both Sheryl and Dee announced that they will not be continuing on the CEC next year. Earlier an email was received from Tom Goeschel stating that he would not be continuing on the CEC next year.
Meetings – The speaker at the April 6th Chapter meeting will be from the Consumer Protection Division of the Attorney General’s Office. More information will be provided via email, the newsletter and the website. An email had been received prior to the meeting from Jason and Char stating that they would not be continuing on the CEC next year.
Communications – Items are due to Tim for the March newsletter by March 29th. Community Service – Thanks to all those members who volunteered at the Junior Achievement Bowl-a-Thon. The Center for People sent a request for volunteers for a Client Giveaway on April 2nd and 4th. Tim sent out an email with the information.
Professional Certification – No report
Accountability & Outreach – Ken had no update.
Bylaws – Ron sent his update to Ramona. He will be reviewing the Bylaws and the required changes soon.
Other Business – Early next week Shane will be working on the 16-17 CEC slate. He will be contacting current CEC members as well as other Chapter members. The 16-17 CEC slate should be voted on at the April Chapter Meeting. The transition to the 16-17 year takes place at the May Chapter meeting.
The Lincoln Chapter hasn’t yet filled their two spots for the May SLM in Salt Lake City. Shane will be discussing this with members as he fills the 16-17 CEC slate.
In the past May has been the Member Appreciation Meeting. As this year’s May Chapter meeting is the same time as the SLM a possible date change was discussed. Ann will check on availability of the 4th Floor Conference room in the 1526 Bldg and a date will be set.
Meeting adjourned at 12:50 p.m.
Presented by Ann Martinez, Chapter Secretary
Network with AGA Online Anytime
Become a Fan of AGA on Facebook Follow AGA on Twitter Visit AGA on GovLoop Speakers and Topics
If you have any suggestions for speakers or topics for chapter meetings please call or email Char Scott 402-471-4146 [email protected] or Jason Walters 471-2793 jason.walters@nebraska
Guests
Bring a guest to a Chapter meeting. They will get a free lunch. If they join you get a free lunch.
Email Addresses
Please remember to send any email address changes to Tim Channer so the mailing list can be updated. Thanks
Members in the News
Send in member news to be included in the newsletter.
TREAS URER' S REPOR T 2015- 2016 Year 6-2015 to 5-2016 Budget To Date Remaining Februar y 1, $15,89 2016 3.53 Receipts: Spring Confere $11,00 $120.0 ($10,88 Receipt nce 0.00 0 0.00) s: Fall Conference $11,000.00 $4,235.00 ($6,765.00) Interest $0.00 Other Educational Events $300.00 $420.00 $120.00 Fall PDT $0.00 Other Educational $0.00 $0.00 $0.00 Events $420.00 $0.00 $0.00 $0.00 Miscellaneous $0.00 Interest Income $10.00 $3.01 ($6.99) Interest Income $0.00 Misc. Income $0.00 $0.00 $0.00 Total Receipt $420.0 $0.00 $0.00 $0.00 s 0 $22,310.0 ($17,531.99 Total Receipts: 0 $4,778.01 ) Disbursements:
National PDT $0.00 Disbursements: Membership Support $287.17 Spring Conference $7,500.00 $0.00 $7,500.00 Chapter Award $0.00 Fall Conference $7,500.00 $4,812.72 $2,687.28 Community Service $0.00 Education-Non-PDT $2,750.00 $1,906.95 $843.05 Chapter Leadership $0.00 Communications- National PDT $3,000.00 $1,569.82 $1,430.18 Website $0.00 Membership Support $1,200.00 $445.49 $754.51 Early Careers $0.00 Early Careers $1,500.00 $615.52 $884.48 Education Non-PDT $338.05 Communications-Website $1,200.00 $1,080.00 $120.00 Total Disbursements Chapter Leadership $450.00 $74.52 $375.48 Februar Certific $500.0 $500.0 y 29, $15,68 ation 0 $0.00 0 2016 8.31 Accountability and Outreach $100.00 $0.00 $100.00 Community Service $350.00 $110.00 $240.00 Checking $5,327.42 $10,360.8 Chapter Award $50.00 $50.00 $0.00 Certificates of Deposit 9 $0.00 $0.00 $0.00 Total $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Total Disburs $26,10 $10,66 $15,43 ements: 0.00 5.02 4.98
2015-2016 CHAPTER OFFICERS AND BOARD MEMBERS Officers: Name Phone # Email President Ramona Hartley 471-0622 [email protected] President-Elect Shane Rhian, CPA 471-4313 [email protected] Secretary Ann Martinez 471-4135 [email protected] Treasurer Dan Albrecht 471-4618 [email protected] Past-President Ann Martinez 471-4135 [email protected]
Board Members:
Director of Ken Rouch, CPA, 471-6458 [email protected] Accountability & CGFM Outreach Co-Directors of Tim Channer – 890-5664 [email protected] Communication CPA, CGFM - Newsletter 471-4149 [email protected] Staci Bolton - Website Directors of Frank Faughn – 479-3680 [email protected] Education Chapter PDT’s Patty Richard – 471-5404 [email protected] Assistant Director Education – PDT Amy Hock, CPA – 471-2505 [email protected] Audio/Webinar Conferences Director of Michelle Raphael 441-7446 [email protected] Community Service Director of By-laws Ron Carlson – 471-0619 [email protected] & Procedures & CPA, CGFM Chapter Historian Director of Candace Meredith 441-8843 [email protected] Professional Certification Co-Directors of Jason Walters 471-2793 [email protected] Chapter Programs Char Scott 471-4146 [email protected] Co-Directors of Dee Ward 471-0090 [email protected] Membership/Early Sheryl Hesseltine 471-0610 [email protected] Careers/Young Professionals Assistant Director Tom Goeschel 471-3570 [email protected] of Membership
Lincoln Chapter Association of Government Accountants P.O. Box 94665 Lincoln, Nebraska 68509-4665