Transcript Section I Leaders - Association of Government Accountants

Sectional Leadership Meeting
Sections I and IV
Welcome to Indianapolis!
Your Hosts:
 Wallace Alan Franklin, CGFM-Retired, CGA –
Section I (outgoing)
 Eric Elefante, CGFM – Section I (incoming)
 Phil Nally, CGFM – Section IV (outgoing)
 Doreen Shute, CGFM – Section IV (incoming)
1
Introduction
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AGA Governance
AGA National Office
SVPRS
RVP Team
Regional Coordinators
Local Chapters
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Introduction – AGA Governance
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National Executive Committee
National Board of Directors
3
Introduction – AGA Governance
National Executive Committee
Members
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National President
National President-Elect
Immediate Past National President
National Treasurer
National Treasurer-Elect
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Introduction – AGA Governance
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Immediate Past National Treasurer
Senior Vice-President At-Large (5)
Senior Vice-President for Regional
Services (4)
Ex Officio Members:
 National Executive Director
 Certification Board Chair
 Corporate Partners Advisory Group
Chair
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Introduction – AGA Governance
National Board of Directors
Members
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National Executive Committee (15)
Regional Vice-Presidents (14)
Chapter Presidents (100)
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7
New Regional Alignment
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Eric Elefante, CGFM – Section I SVPRS
(incoming)
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Doreen Shute, CGFM – Section IV SVPRS
(incoming)
8
Senior Vice-President for Regional Services
Section I
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Eric Elefante, CGFM, CPA
[email protected]
9
Section I Leaders –
Great Lakes Region
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Justin Sponseller – RVP
[email protected]
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Caren Murdock, CGFM – RVP-Elect
[email protected]
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Jim Gillenwater, CGFM – Immediate Past
RVP
[email protected]
10
Section I Leaders –
Great Lakes Region
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Ronald Gedeon, CGFM – RC Certification (2012)
[email protected]
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Joyce Maleski – RC Chapter Development and
Assistance (2015)
[email protected]
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Donna Wolfe – RC Education (2015)
[email protected]
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Stephanie Paschel – RC Membership and Early
Careers (2015)
[email protected]
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Section I Chapters –
Great Lakes Region
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Central Ohio Chapter – Ohio
Cincinnati Chapter – Ohio
Cleveland Chapter – Ohio
Detroit Chapter – Michigan
Greater Columbus Chapter – Ohio
Greater Lansing Chapter – Michigan
West Michigan Chapter – Michigan
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Section I Leaders –
North Atlantic Region
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Ken Sifontes – RVP
[email protected]
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Rashad Holloway – RVP-Elect
[email protected]
13
Section I Leaders –
North Atlantic Region
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Margarita Stanislavskaya – RC Certification (2015)
[email protected]
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David Gotlib – RC Chapter Development and Assistance
(2015)
[email protected]
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Rashad Holloway – RC Membership and Early Careers
(2015)
[email protected]
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Dellareese Morton-Smith – RC Accountability (2015)
[email protected]
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Teri Lewis, CGFM – RC Education (2015)
[email protected]
14
Section I Chapters –
North Atlantic Region
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Baltimore Chapter – Maryland
Central Pennsylvania Chapter – Pennsylvania
Dover Chapter – Delaware
New York City Chapter – New York
Northern New Jersey Chapter – New Jersey
Puerto Rico Chapter – Puerto Rico
Trenton Chapter – New Jersey
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Section I Leaders –
North Central Region
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Melissa Jacobs, CGFM – RVP
[email protected]
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Vacant – RVP-Elect
Vacant – Immediate Past RVP
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Section I Leaders –
North Central Region
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Dan Neumann, CGFM – RC Certification (2014)
[email protected]
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David Mellem, CGFM – RC Chapter Development
and Assistance (2013)
[email protected]
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Brooke Neuerman – RC Education (2013)
[email protected]
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Jamie Whitman – RC Membership and Early
Careers (2014)
[email protected]
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Section I Chapters –
North Central Region
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Central Indiana Chapter – Indiana
Chicago Chapter – Illinois
Circle City Chapter – Indiana
Indianapolis Chapter – Indiana
Minneapolis/St Paul Chapter – Minnesota
Southern Wisconsin Chapter – Wisconsin
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Section I Leaders –
Northeast Region
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Linda Gover – RVP
[email protected]
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Joe Valchuis – RVP-Elect
[email protected]
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Jane Gustowski, CPA – Immediate Past RVP
[email protected]
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Section I Leaders –
Northeast Region
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Joe Valchuis – RC Certification (2012)
[email protected]
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Kathleen Still– RC Chapter Development and
Assistance (2014)
[email protected]
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David LeBlanc, CGFM – RC Education (2012)
[email protected]
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Colette Cormier – RC Membership and Early
Careers (2014)
[email protected]
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Section I Chapters –
Northeast Region
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Aroostook County Chapter – Maine
Boston Chapter – Massachusetts
Hartford Chapter – Connecticut
Maine Chapter – Maine
New York Capital Chapter – New York
Rome Chapter – New York
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Senior Vice-President for Regional Services
Section IV
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Doreen Shute, CGFM
[email protected]
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Section IV Leaders –
Capital Region
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Kim Farington, CPA – RVP
[email protected]
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Andrew Lewis, CGFM – RVP-Elect
[email protected]
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Dennis Green, CGFM – Immediate Past
RVP
[email protected]
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Section IV Leaders –
Capital Region
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Doreen Shute, CGFM – RC Accountability Outreach
(2013)
[email protected]
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John Gioeli – RC Certification (2014)
[email protected]
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Mie Miller, CGFM – RC Chapter Development and
Assistance (2014)
[email protected]
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Tyrone Allmond, CGFM – RC Education (2015)
[email protected]
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Christy Beck, CGFM – RC Membership (2015)
[email protected]
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Lee Richardson, CGFM – RC Early Careers (2015)
[email protected]
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Section IV Chapters –
Capital Region
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Beckley Chapter – West Virginia
Charleston WV Chapter – West Virginia
Mid-Ohio Valley Chapter – West Virginia
Montgomery/PG Chapter – Maryland
Northern Virginia Chapter – Virginia
Shenandoah Valley Chapter – Virginia
Washington DC Chapter – DC
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Section IV Leaders –
South Atlantic Region
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Mark Morehouse, CGFM – RVP
[email protected]
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Norman Adkins, CGFM – RVP-Elect
[email protected]
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Section IV Leaders –
South Atlantic Region
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Evelyn Anderson, CGFM – RC Accountability Outreach
(2014)
[email protected]
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Steve Reagan, CGFM – RC Certification (2015)
[email protected]
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Fred Hoover, CGFM – RC Chapter Development and
Assistance (2015)
[email protected]
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Teresa Bordeaux – RC Education (2015)
[email protected]
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Brittany Renica – RC Membership and Early Careers (2015)
[email protected]
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Section IV Chapters –
South Atlantic Region
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Charleston SC Chapter – South Carolina
Columbia Chapter – South Carolina
NC Triangle Chapter – North Carolina
Old Dominion University Chapter – Virginia
Richmond Chapter – Virginia
Roanoke Chapter – Virginia
Virginia Peninsula Chapter – Virginia
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Section IV Leaders –
Southeast Region
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Karen Hale, CGFM – RVP
[email protected]
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Joe Taylor – RVP-Elect
[email protected]
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Cynthia Teddleton, CGFM – Immediate
Past RVP
[email protected]
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Section IV Leaders –
Southeast Region
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Ron Queen, CGFM – RC Certification (2014)
[email protected]
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Robert Crowl, CGFM – RC Chapter Development
and Assistance (2014)
[email protected]
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Sandra Rudic – RC Education (2015)
[email protected]
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Eugene Hampton, CGFM – RC Membership and
Early Careers (2015)
[email protected]
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Section IV Chapters –
Southeast Region
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Atlanta Chapter – Georgia
Central Kentucky Chapter – Kentucky
Chattanooga Chapter – Tennessee
East Tennessee Chapter – Tennessee
Nashville Chapter – Tennessee
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Topics of Discussion
Presentation by
National President-Elect
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Evelyn Brown, CGFM-Retired
AGA National President 2012-2013
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Topics of Discussion
AGA: The Current and Future
Outlook
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Relmond Van Daniker, DBA, CPA
AGA Executive Director
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Topics of Discussion
Chapter Finance 101
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Jessica Jones
AGA Chapter Services Manager
Topics of Discussion
AGA – Tax Exemption
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The need to file IRS Form 990 annually
The need to file State reporting
requirements
Does the chapter need to file CPE
Registrations?
Topics of Discussion
Intergovernmental Initiatives
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Relmond Van Daniker, DBA, CPA
AGA Executive Director
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Topics of Discussion
Chapter Leader Expectations
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Al Franklin, CGFM-Retired, CGA
Phil Nally, CGFM
37
Regional Workshop
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Regional Team and Chapter Leader
Expectations
Each 2012-2013 RVP meets with their
chapter representatives to discuss Goals
and Expectations, Communication,
Regional Issues/ Concerns, Chapter
Best Practices, Chapter Officer Rosters,
etc.
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Topics of Discussion
Navigating the AGA Website
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Susan Fritzlen
AGA Deputy Executive Director/Chief
Operating Officer
Topics of Discussion
CGFM
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Katya Silver
AGA Director of Professional Certification
Workshops
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Education – RCs
Certification – RCs
Membership – RCs
Tips for Running a Successful Chapter –
RCs
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Accountability – RCs
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Wrap Up
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Al and Phil thank you for your support
during our terms as SVPRS.
Have a Great Year!
See you in San Diego at the PDC!
Think about the SLM for next year.
Give us any suggestions to improve next
year.
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