Vol XVI Issue VII

http://www.montgomeryaga.org Greetings from the president

March 2013

AGA’S MISSION : “AGA serves government accountability professionals by providing quality education, foster-

ing professional development and certification, and supporting standards and research to advance government accountability.”

Inside this issu e:

September 09 Meeting 2

CGFM 2

Community Service 2

Member Spotlight 3

Minutes—May 2008

CEC meeting

4

Financial Report 5

CEC Members 6

www.montgomeryaga.org

HIGHLIGHTS

Greetings

March Meeting

March Guest Speaker

CGFM

Spring Seminar 2013

Training/Employment

Announcements

2013 CEC &

Committee Members

Treasurer’s Report

2013 Scholarship

Applications

UPCOMING EVENTS

March Luncheon

March 14, 2013

12:00 p.m. RSA Plaza

West Room 770 Washington Avenue

Montgomery, AL All CGFMS are

asked to wear red or gold to the March

meeting!

Spring Seminar

April 12, 2013

Faulkner University

8:00 a.m.—4:30 p.m.

NO SMOKING

ALLOWED ON

FAULKNER

UNIVERSITY

CAMPUS!

As we celebrate and honor our CGFMs, I commend each of you that have earned your CGFM! Also, I challenge all other members to test your knowledge and take the exams. Earn-ing the CGFM can boost your confidence and open doors. Now is the perfect time to refresh your knowledge. If you attended the Fall Seminar in November, your membership for the upcoming year has been renewed. If you are a CGFM, you will need to renew your certification. If you did not attend the Fall Seminar, you must renew your membership to continue to receive all of the benefits AGA has to offer. Our April Seminar will be held at Faulkner University on April 12, 2013. This will be a full day seminar. The cost for the seminar is set at $75-members and $175-non-members. Faulkner University is a smoke free campus. More information about the seminar can be found in this newsletter. Please consider attending to receive CPE credit. I look forward to seeing you there. If you are not a member of AGA, I strongly encourage you to join our Chapter and help us serve government professionals through training, networking, and achieving certification. We are currently forming our board for the upcoming fiscal year and welcome you the oppor-tunity to display leadership in advancing government accountability. Please feel free to contact me or the President-Elect, Margie Toney, if you would like to become more active in our Chapter. If you have not submitted your nomination ballot for officers on our Chapter Executive Committee (CEC), please do so. Chapter Officers volunteer their time for one year. You may think you do not qualify, but if you are a member, you qualify. Nominate a col-league or even yourself! Votes will be tabulated soon. Thanks to all our members and non-members for attending our meetings and seminars. Our organization would not be successful without your involvement. Pamela Henderson, CM

President, Montgomery Chapter AGA

March brings many things including the promise of spring. We lost an hour to day light savings time, but we have more hours of sunlight each day. We are celebrating Governor Bentley’s signing of a document pro-claiming March as Certified Government Financial Manager (CGFM) Month. The CGFM Committee has several proclamations from surround-ing cities and counties. The proclamation are posted in this month’s newsletter and can be viewed at the March meeting. Our chapter has 77 members with the CGFM certification.

CAPITAL CITY FOCUS

A chef salad or vegetable plate is also available

upon request. .

Fried Pork Chops Spaghetti Casserole

Rice Pilaf with Gravy Whole Corn

Collard Greens Black Eyed Peas Jambalaya Soup

Peach Cobbler Tea and Coffee

Kelly Butler has worked for the State of Alabama for 28 years and is currently the Assistant State Budget Officer at the Alabama Executive

Budget Office (EBO). Prior to his employment with EBO, he worked for 19 years with the Legislative Fiscal Office (LFO), most recently

serving as the Senate Fiscal Officer. Earlier in his career, Mr. Butler worked as a revenue examiner with the Alabama Department of Reve-

nue, where his duties included serving as a corporate income tax and financial institution excise tax auditor and serving as an assistant to

the Chief of the Income Tax Division.

Welcome Kelly Butler, Assistant Budget State Officer, as guest speaker.

Thursday, March 14, 2013Thursday, March 14, 2013 RSA Plaza—West Room

770 Washington Avenue Montgomery, AL

$14.00 Cash, Check, Visa (online) , and MasterCard (online)

accepted.

12:00 noon

Lunch served at 11:50 a.m.

Parking is available in the deck located on Washington Ave-nue adjacent to the Plaza.

Please use the Adams Avenue entrance. Register online at Register online at Register online at

www.montgomeryaga.orgwww.montgomeryaga.orgwww.montgomeryaga.org. . . If you have any questions about registration, please contact

Janice Duncan at duncanj@dot.state.al.us or Kennesha Richardson at kennesha.richardson@adss.alabama.gov.

IT’S NOT TOO LATE TO RECRUIT! Once you have recruited 10 members, you become part of the Super Recruiters Club! Super Recruiter status affords many exclusive rewards including recognition at a private reception at the annual PDC. Other rewards include: a lapel pin, certificate, VIP status at all national events and logo wear apparel. End of Year Sponsor Achievement Awards and Recognition Awards are presented at the annual na-tional training event, the PDC, each summer.

Recruiter of the Year (one winner)—The member who recruits the most new members from May 1, 2012 through April 30, 2013 will be presented with the Recruiter of the Year distinction and receive a complimentary AGA national meeting regis-tration.

Top Sponsor (two winners)—The next two members who recruit the highest number of new members from May 1, 2012 through April 30, 2013 will each be bestowed with the Top Sponsor distinction and each will receive a complimentary AGA national meeting registration

Chapter Overall Growth (six winning chapters)—Those six chapters achieving the highest overall growth percentage in their chapter size grouping for the membership year will each win a complimentary AGA national meeting registration. Chapters decide who receives the registration. Each chapter president and membership chair will be presented with an achievement plaque as well. Start Recruiting Today! 1. Download a membership application. You can also order applications by calling AGA at 800.AGA.7211 and/or emailing agamembers@agacgfm.org. Tell your peers and co-workers about AGA. Simply encourage them to fill out AGA’s membership application or apply online. Be sure to include your name in the sponsor’s name category on the application to receive credit. 2. Tell your peers and co-workers about AGA. Simply encourage them to fill out AGA’s membership application or apply online. Be sure to include your name in the sponsor’s name category on the application to receive credit.

MEETING DATES 2012-2013 PROGRAM

YEAR

Thursday, March 14, 2013 RSA Plaza (West Room) Luncheon

Thursday, April 12, 2013 Faulkner University Spring Seminar

Thursday, May 9, 2013 RSA Plaza (West Room) Awards Ceremony

AGA NATIONAL

Montgomery Chapter

SEEKING VOLUNTEERS! AGA PROGRAM YEAR 2013-2014

Please notify Margie Toney, President-Elect, if you wish to remain on your current committee or would like to be con-sidered for a director or officer’s position. The chapter now

has openings for director positions for the following committees: Newsletter, Employment, and a co-director

position for Programs. New volunteers are always welcomed!

MONTGOMERY AGA

CHAPTER SCHOLARSHIPS Available for the 2012-2013 AGA Program Year:

Chapter Member Scholarship Child of Chapter Member Scholarship

State Employee Scholarship Accounting Scholarship

Application Deadline: April 5, 2013 Scholarships will be awarded at the May 9, 2013 Lunch-

eon. Information and applications are posted in this month’s newsletter. Contact Kay Wilson, Scholarships Director, at Kay.Wilson@adfs.alabama.gov for more

information.

Apply for 2013 National Academic Scholarships

Are you or a family member pursuing undergraduate or graduate studies in disciplines such as accounting, auditing, budgeting, economics, finance, information technology, public administration, etc.? If so, con-sider applying for an AGA National Academic Schol-arship today! Each year, AGA National awards:

Up to four $3,000 full-time merit scholarships to AGA members and their family members,

Up to two $1,000 part-time merit scholarships to AGA members and their family members, and

One $3,000 community service scholarship The deadline for receipt of applications is Friday, April 19, 2013. Apply now and take full advantage of your AGA membership. Download a copy of the application by visiting www.agacgfm.org, or contact Louise Kapelewski at AGA’s National Office.

RETIREMENT KUDOS! To the Montgomery AGA Chapter:

I just want to let everybody know that I will be

retiring effective April 1, 2013, with 37 ¾ years of

service with the State of Alabama. I began work with

the State of Alabama on July 16, 1975. I have worked

at Department of Public Health (ADPH), Department

of Human Resources (DHR), Montgomery County

DHR, Children’s Affairs, and Alabama Department of

Economic and Community Affairs

(ADECA). Thanks to everyone for all the help you

gave me and all the learning experiences.

Again, thanks!

Marie H. Coley, Staff Accountant

Alabama Comptroller’s Payment

Voucher Procedures May 8, 2013

State Budgeting August 21, 2013

Governmental Accounting July 24, 2013

Central Accounting Systems Forms & Procedures

March 20, 2013 Professional and Personal Services

Contracts June 19, 2013

“The Mark of Excellence in Local, State and Federal Government”

City of Montgomery, AL

MONTGOMERY CHAPTER AGA

Salutes our cgfmS As of January 31, 2013:

Ms. Carissa A. Adams Mrs. Gwen H. Barnett Mrs. Melissa H. Barnett Ms. Kathleen D. Baxter Dr. William M. Beale, Jr. Mrs. Dixie Black Ms. Kathleen Brantley Mr. Robert M. Brantley, Jr. Ms. Becky Joy Brassfield Ms. Lois B. Brown Ms. Edith E. Burleson Mr. Darrell Buttes Ms. Angelisa M. Chadwick Ms. Rachel Chou Mr. Wayne Cobb Mrs. Sandra H. Collins Mr. Calvin Cooper Ms. Fran Copeland Mrs. Carolyn C. Courson Mr. Larry R. Curvin Mr. Billy Ray Daniels Dr. Keren H. Deal Mr. Avito P. DeAndrade Mrs. Marilyn R. Dozier Mr. Peter Dranka Mrs. Tammy Dunn Mr. Cleotis W. Emerson Mr. Bill A. Flowers Mrs. Ann Marie Franklin

Mr. William L. Goodwin, Jr. Mrs. Patricia C. Haigler

Mrs. Janice C. Hamm Mrs. Debra R. Hangen Mr. Joseph Lamar Harris Mrs. Pamela K. Harris Mrs. Veronica M. Harris Ms. Karen L. Herman Ms. Dennice L. Hillard Ms. Cynthia C. Holiness Mr. Michael G. Hudson Mr. Ronald L. Jones Mrs. Susan McPherson Jones Mrs. Violet O. Jones Mr. Marcus Johnson Ms. Judith A. Kamnikar Mr. Roy H. Keen Mr. Robert Michael Knighten Ms. Carmen Y. Leonard Mrs. Pamela L. McCoy Mr. Lamar C. McDavid Ms. Jennifer Miller Ms. Andrette R. Munnerlyn Mrs. Winona W. Nelson Mr. Kenneth R. Odom Mrs. Angela T. Palmer Mr. Byron Bodie Pickens Ms. Melissa C. Pierce Mr. Benjamin B. Powell, III Mrs. Mary S. Quattlebaum Mrs. Jamie Robison Mr. Michael Rushing Ms. Sharon R. Russell Ms. Vernita I. Saunders Mrs. Lane D. Sauser Mr. Delvin D. Seawright Mrs. Donna E. Snyder Mrs. Karen Davis Stanley Ms. Sandra Steele Mr. Nakia Tetter Mr. Walter L. Thomas, Jr. Mrs. Donna J. Tidmore Ms. Terese N. Toby Mrs. Margie R. Toney Mr. Norman D. Turnipseed Mrs. Charlene F. Wachs Mr. Thomas E. Whitacre

Mr. Joshua R. Zender

Montgomery County Commissioner Reed Ingram , presents the CGFM Committee Members the March 2013 CGFM

Proclamation at the February 19, 2013 meeting.

Governor Robert Bentley, Mayor Todd Strange of Montgomery, AL, Montgomery County Commissioners, Mayor Dexter McLendon of Greenville, AL, Mayor Jason A. Reeves of Troy, AL, Mayor Bill Ham of Au-burn, AL and Mayor William A. Bell, Sr. of Birmingham, AL have proclaimed March 2013 as Certified Government Financial Managers (CGFM) Month.

“The CGFM Program is distinguished by aca-demic achievement, rigorous examinations and experience in government financial management.” The CGFM is the first desig-nation that is broad enough to encompass the federal, state and local government fi-nancial management field. It measures a wide range of skills and knowledge that pro-fessionals need to be successful in the federal government financial environment, or to meet the challenges faced by state and local government financial managers.

Sandra Steele

CGFM Committee

City of Montgomery Mayor, Todd Strange, presents CGFM Com-mittee Members, Rachel Chou, Sandra Steele, and Pat Hemme (l to r) the CGFM Proclamation.

Montgomery County Commission

The CGFM Committee: Dixie Black, Sandra Steele, Pamela Henderson, Rachel Chou, and Pat Hemme is greeted and presented

a CGFM Proclamation by Alabama Governor Robert Bentley.

5

City of Troy

State of Alabama

A PROUD TRADITION “Paying Tribute to the Best

and Brightest”

AGA’s National Awards Committee is now accepting nominations for the 13 National Awards that recog-nize the leaders advancing our profession and set-ting the standards of excellence. These awards will be presented during AGA's Professional Develop-

ment Conference and Exposition in Dallas, TX, July 14–17, 2013. In many cases, individuals do not

have to be members of AGA to be eligible. All nominations are due to National AGA by

Friday, March 29, 2013. For more information please visit http://www.agacgfm.org/membership/

awards/default.aspx.

City of Auburn

Greenville, AL

The Montgomery Chapter of AGA will award twelve individual CGFM Scholarships. If you are an active AGA Member who has passed all or parts of the CGFM Examina-tion during the period June 1, 2012 – May 31, 2013, please email your request along with your examination results to Dixie Black at Dixie.Black@va.alabama.gov or Patrick Hemme at patrick.hemme@insurance.alabama.gov .

Awards

Robert W. King Memorial Award

Einhorn-Gary Award

Frank Greathouse Distinguished Leadership

AwardAchievement of the Year Award

Educator Award

Cornelius E. Tierney/Ernst & Young Re-

search Award

Chapter Education Award

Chapter Service Award

Community Service Award

International Achievement Award

Chapter CGFM Award

Emerging Leader Award of Excellence

Regional Coordinator Award

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2013 Spring

Education Seminar

“Alabama: Structured for Financial Success”

Seminar Location

The 2013 Spring Education Seminar will be held on the campus of Faulkner

University, 5345 Atlanta Hwy, Montgomery, Alabama. We will meet in the land-

mark E.L. Collum Rotunda Building located in the center of the campus. Look

for the round dome roof and you will have found your destination. The Rotunda

is one of the very first buildings on the campus built in 1965. It has one circular

hallway that passes by each of its administrative offices and classrooms. In its

center is a large auditorium used for special events.

Seminar Attire

Business casual attire is appropriate. We recommend that you dress in layers

and bring a sweater or jacket to the seminar in case the room temperature is not

comfortable for you.

Onsite Registration Please stop by the Registration Desk to receive your name badge and seminar

materials. Registration will be open on Friday morning from 7:15 to 10:15.

Special Assistance AGA strives to hold meetings that are accessible to all. If you require special as-

sistance, auxiliary aids or other reasonable accommodations to fully participate

in this event, please indicate any special needs you may have on your

registration form. Your information will remain confidential. Because many

arrangements require early planning, requests received onsite cannot be guar-

anteed; however, we will make every attempt to accommodate you. Should you

need assistance during the seminar, please stop by the Registration Desk or

look for an AGA officer.

Lost and Found For your convenience, a lost and found box is kept at the Registration Desk,

where you can bring found items or report lost items. AGA is not responsible

for lost personal property.

Cell Phone and PDA Policy

As a courtesy to speakers and other attendees, please refrain from the use of

PDAs or cell phones during presentations. We ask that you kindly turn off your

phone/PDA or set it to vibrate and leave the session if you receive a call.

Photography Disclosure AGA takes photographs during its meetings and events for use in Association

advertising, newsletters and other promotional materials, whether in print,

electronic or other media, including the AGA website. By participating in this

conference you grant AGA the right to use your name and photograph for such

purposes.

MENU

Baked Chicken Sliced Roast Beef

New Potatoes Butter Beans

Macaroni and Cheese Tossed Garden Salad

Peach Cobbler Rolls

Tea, Water, Coffee Please make alternative meal ar-rangements if you have food aller-gies or very specific dietary restric-tions, as our food and beverage op-tions may not meet your needs.

Smoking Policy

Faulkner University operates in ac-

cordance with SB126 Alabama

Clean Indoor Air Act and Alabama

Department of Public Health regu-

lations. This policy applies to all

students, faculty, staff and visitors.

Per Faulkner policy “University se-

curity will monitor your event and

you will be asked to leave and

forfeit all fees and deposits if you or

your group does not abide by this

rule”.

If you have any questions or concerns about registration, please contact Janice Duncan at duncanj@dot.state.al.us or Kennesha Richardson at kennesha.richardson@adss.alabama.gov.

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Giving Citizens Numbers They Can Understand Posted By Mark Funkhouser

February 25, 2013 www.governing.com

As Jonathan Walters pointed out recently in Governing, hardly anyone under-stands Comprehensive Annual Financial Reports, the audited financial state-ments that governments produce. This is a problem that auditors and accountants long have struggled to deal with. On the one hand is the urge to be complete and accurate and to hedge or qualify every assertion, which leads to hundreds of pages of mind-numbing detail. On the other hand is the need to report financial infor-mation in ways that allow citizens to hold their governments accountable.

The Association of Government Accountants (AGA) has tried to deal with this through its "citizen-centric" financial reporting initiative. In 2006, the AGA came up with a formula for distilling the most important financial and performance information about a jurisdiction into a four-page document. About a hundred or so jurisdictions now are doing citizen-centric reporting, including huge govern-ments such as the state of Texas and smaller ones such as Scottsdale, Ariz. In an era when journalists and public officials are united on the need for transparency, it's surprising that more governments have not embraced citizen-centric report-ing.

Brent Stockwell, Scottsdale's director of strategic initiatives, says citizen-centric reporting is working well for his city, giving it a way to synthesize and streamline information that it already has produced and providing the basis for a deeper con-versation with citizens. The report is, he says, a beginning and not an end.

Texas was one of the early states to adopt citizen-centric reporting, producing its first report in 2008. Phillip Ashley, who directs the effort out of the state comp-troller's office, was familiar with the program because he'd been involved with the AGA for years and thought citizen-centric reporting would align well with Comp-troller Susan Combs' emphasis on transparency. Besides, he points out, citizen-centric reporting doesn't take a lot of effort: A couple of staffers pull the informa-tion from other reports the office does.

The AGA's guidelines for content and design of citizen-centric reports are very specific. They call for the first page to present the mission of the jurisdiction and demographic information. Page two should provide performance measures on key mission or service areas, and citizens should be consulted in deciding what ser-vice areas should be reported on. Page three is to present the costs of services and the sources of revenue to pay those costs, and page four should present the major challenges for the jurisdiction going forward.

Several federal agencies, five states, about a dozen cities, eight counties and a small hodgepodge of other governmental units have posted completed reports on the AGA's website. Despite the AGA's fairly rigid guidelines, the reports vary widely in form and content. Some seem to be not a lot more than standard gov-ernment propaganda, while others provide useful information in a manner that is clear and accessible without being dumbed down.

One of the best reports is Nevada's, which is produced by state Controller Kim Wallin. I was especially impressed with the fourth page, entitled "What's Next? Future Challenges and Economic Outlook." A section on that page, labeled "Intergovernmental Financial Dependency and Related Risks," details the amount of money the state gets from the federal government and points out that federal funds will likely be shrinking. Clearly Wallin doesn't think Nevadans need their government financial information sugar-coated.

The concept of citizen-centric reporting is sound, the need is clearly there and the accountants driving this thing are passionate about it. One tireless advocate is Johnson County, Kan., Auditor Bill Miller, who is chairman of AGA's accountabil-ity workgroup. He says that the governments that are doing citizen-centric report-ing see the value of it and that the idea is making headway. I'm not so sure about that, but I hope Miller's right.

Register today for the

12th Annual

Walk of Life

Saturday, April 20, 2013 Cramton Bowl

Montgomery, AL Register to join a team at

http://www.joytolife.org.

Seeking Volunteers!

Relay For Life of Millbrook April 26, 2013

Village Green Park 3160 Main Street Millbrook, AL

Relay For Life of Autauga County

May 3, 2013 Pratt Park Prattville, AL Relay For Life of

Montgomery May 17, 2013 Cramton Bowl Montgomery AL

Relay For Life of Pike Road May 10, 2013 The Waters 3 Crescent Park Pike Road, AL If you are interested in participating in Relay for Life, please contact Jessamyn Boyd of the American Can-cer Society at (334) 288-3432.

Other Events

(Ongoing) — Collecting cell phones

for Family Sunshine Center and eye-glasses for Lions Club. You may drop these items off the monthly luncheons.

If any member have loved ones serv-

ing in the military overseas, please contact Pamela Henderson.

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Job Title: Budget Analyst

Department: Department of the Air Force

Agency: U.S. Air Force - Agency Wide

Job Announcement Number:9Z-AFPC-853579-818580

Apply at www.usajobs.com

Primary Responsibilities

The primary purpose of this position is to serve as a budget

analyst performing day-to-day control and management in-

volving the formulation, execution, and/or analysis of the or-

ganization’s budget and funding requirement. Serves as the

functional point of contact for day-to-day budget/financial

issues.

· Performs budget formulation work involving review and

preparation of budget estimates and financial plans. Performs

budget execution and administration work involving the

monitoring of obligations incurred and the actual expendi-

tures of funds.

· Provides advice, assistance, and guidance on budgeting

and related information.

· Conducts analyses, reviews, and special studies of budget

and/or related information.

Job Title: Physician Billing Manager

Location: Baptist Healthcare of AL

Apply at: www.healthsource.com

Primary Responsibilities

The Physician Billing Manager is responsible for, the daily operations of the Physician billing group. This includes any investigating and resolving all outstanding patients and/or insurance account balances. Supervises the Physician Billers and Posters, providing training as needed, monitoring and maintaining their time/attendance, and reporting on quality assurance. The Manager will use multiple computer systems and electronic payor systems on a daily basis. The manager is instrumental in facilitating process and procedure im-provements through the use of root cause analysis and the production and presentation of reports to management. The Manager will be responsible for the selection and reten-tion of staff.

Requirements:

High school graduate or equivalent required and College degree or Technical Certification preferred. At least three (3) years management experience required. Knowledge of collec-tions from patient and/or third party payor required and col-lection experience required. Two (2) years previous back-ground of working in a healthcare related field, with knowl-edge of third party payers required. Two (2) years previous background of working with healthcare insurance companies to resolve payment complications required.

Job Title: Staff Auditor

Location: Regions Financial

Apply at: www.regions.taleo.net Primary Responsibilities

Performs audit activities for various areas of the bank. Activities include understanding risks of the business, determining control objectives and ensur-ing audit programs are executed appropriately to test those objectives.

Demonstrates sufficient knowledge of required auditing standards, accounting policies, applicable laws and regulations, etc.

Assists and/or supervises audit team members in the performance of internal audit fieldwork for audit areas assigned by audit management.

Assists in the development of audit programs that clearly and accurately indicate method to achieve all desired objectives.

Requirements Bachelor's degree required in Accounting or Finance or re-lated field; Minimum 2 years internal audit experience; Prior experience in branch banking, ACL, or data analytics is a plus; Professional certification (CIA, CPA, CBA) is a plus.

The best graduate accounting/business/financial management/public administration students in the country are invited to compete in the Third Annual Graduate-Level Government Finance Case Challenge, sponsored by AGA. Student teams will collaboratively analyze and offer a writ-ten response to a case centered on the creation of a citizen-centric report for a U.S. city, county government or a school district. The registration deadline is Friday, April 5, 2013. The competition begins on Monday, April 8. All members of the two to three highest-scoring teams will receive a scholarship to attend AGA's 62nd Annual PDC: Big Challenges, Bigger Thinking, set for July 14-17, 2013 in Dallas, TX. Teams will present their finalized solutions be-fore a panel of federal/state/local government leaders, cor-porate partners and CFOs. The winning teams will be an-nounced at the awards luncheon on the second day of the conference. Cash prizes will be awarded to the winning team. Each student participant will receive a free one-year membership to AGA. Students will compete with teams from various colleges around the country. The experience promises to challenge students' moral reasoning, raise their awareness of the importance of government accountability and open doors to a future career in government. *This competition is only open to currently enrolled graduate students. Please contact Carmen Leonard at leonardc@dot.state.al.us for more information.

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MONTGOMERY CHAPTER – AGA

ACCOUNTING

SCHOLARSHIP

APPLICATION

DEADLINE: APRIL 5, 2013

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MONTGOMERY CHAPTER — AGA SCHOLARSHIP STATE EMPLOYEE Deadline: April 5, 2013

GENERAL QUALIFICATIONS:

The Montgomery Chapter of the Association of Government Accountants announces the availability of scholarships for the upcoming academic year in the amount of $1,000 and $500 to a full-time State employee. The scholarship values are $1,000 and $500 for full-time student or part-time student.

Undergraduate Student Qualifications:

1. The applicant must be an accounting major with an interest in government accounting. 2. The applicant must have obtained a junior standing by the upcoming fall term. 3. The applicant must have completed Intermediate Accounting I (or equivalent) and have declared accounting as his or her major course of study. 4. The applicant must have at least one term of study remaining as of May 1 of current year. 5. The applicant must be a full-time or part-time student as determined by the university require-ments. 6. The applicant must have a minimum overall grade point average of 2.0 on a 3.0 scale or 3.0 on a 4.0 scale. The applicant must be a legal resident of Alabama and a citizen of the United States.

Graduate Student Qualifications: 1. The applicant must have earned an undergraduate degree in accounting or a concentration in ac-counting as defined by the Alabama State Board of Accountancy. 2. The applicant must be working toward one of the following: MBA, MPA, MIS, Masters Degree in Accounting or other closely related course of study. 3. The applicant must be at least a part-time student as determined by university requirements. 4. The applicant must have maintained an overall undergraduate grade point average of 2.0 on a 3.0 scale or 3.0 on a 4.0 scale. 5. The applicant must be a legal resident of Alabama and a citizen of the United States.

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MONTGOMERY CHAPTER — AGA SCHOLARSHIP CHAPTER MEMBER

Deadline: April 5, 2013

GENERAL QUALIFICATIONS:

The Montgomery Chapter of the Association of Government Accountants announces the availability of scholarships for the upcoming academic year in the amount of $1,000 and $500 to a member of the Montgomery Chapter of the Association of Government Accountants. The applicant must be a paid-up member of the Montgomery Chapter of the Association of Government Accountants and must have been a member for at least twelve (12) consecutive months prior to the scholarship application. The scholarship values are $1,000 and $500 for full-time student or part-time student.

Undergraduate Student Qualifications:

The applicant must be an accounting major with an interest in government accounting. The applicant must have obtained a junior standing by the upcoming fall term. The applicant must have completed Intermediate Accounting I (or equivalent) and have declared

accounting as his or her major course of study. The applicant must have at least one term of study remaining as of May 1 of current year. The applicant must be a full-time or part-time student as determined by the university require-

ments. The applicant must have a minimum overall grade point average of 2.0 on a 3.0 scale or 3.0 on a 4.0

scale. The applicant must be a legal resident of Alabama and a citizen of the United States.

Graduate Student Qualifications:

The applicant must have earned an undergraduate degree in accounting or a concentration in ac-counting as defined by the Alabama State Board of Accountancy.

The applicant must be working toward one of the following: MBA, MPA, MIS, Masters Degree in Accounting or other closely related course of study.

The applicant must be at least a part-time student as determined by university requirements. The applicant must have maintained an overall undergraduate grade point average of 2.0 on a 3.0

scale or 3.0 on a 4.0 scale. The applicant must be a legal resident of Alabama and a citizen of the United States.

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MONTGOMERY CHAPTER – AGA SCHOLARSHIP

CHILD OF CHAPTER MEMBER Deadline: April 5, 2013

GENERAL QUALIFICATIONS:

The Montgomery Chapter of the Association of Government Accountants announces the availability of scholarships for the upcoming academic year in the amount of $1,000 and $500 to a child of a member. The applicant’s parent must be a paid-up member of the Montgomery Chapter of the Association of Government Accountants and must have been a member for at least twelve (12) consecutive months prior to the scholarship application. The scholarship values are $1,000 and $500 for full-time student or part-time student.

Undergraduate Student Qualifications:

The applicant must be an accounting major with an interest in government accounting. The applicant must have obtained a junior standing by the upcoming fall term. The applicant must have completed Intermediate Accounting I (or equivalent) and have declared

accounting as his or her major course of study. The applicant must have at least one term of study remaining as of May 1 of current year. The applicant must be a full-time or part-time student as determined by the university requirements. The applicant must have a minimum overall grade point average of 2.0 on a 3.0 scale or 3.0 on a 4.0

scale. The applicant must be a legal resident of Alabama and a citizen of the United States.

Graduate Student Qualifications:

The applicant must have earned an undergraduate degree in accounting or a concentration in ac-counting as defined by the Alabama State Board of Accountancy.

The applicant must be working toward one of the following: MBA, MPA, MIS, Masters Degree in Accounting or other closely related course of study.

The applicant must be at least a part-time student as determined by university requirements. The applicant must have maintained an overall undergraduate grade point average of 2.0 on a 3.0

scale or 3.0 on a 4.0 scale. The applicant must be a legal resident of Alabama and a citizen of the United States.

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MONTGOMERY CHAPTER – AGA ACCOUNTING SCHOLARSHIP

Deadline: April 5, 2013

The Montgomery Chapter of the Association of Government Accountants announces the availability of scholarships for the upcoming academic year in the amount of $1,000 and $500.

QUALIFICATIONS: The applicant must be an accounting major with an interest in government accounting.

The applicant must have obtained at least a junior standing by the upcoming fall term. The applicant must have completed Intermediate Accounting I (or equivalent) and have declared

accounting as his or her major course of study. The applicant must have at least one term of study remaining as of May 1 of the current year. The applicant must be a full-time or part-time student as determined by the university require-

ments. The applicant must have a minimum overall grade point average of 2.0 on a 3.0 scale or 3.0 on a 4.0

scale

Completed Application Form, Written Statement and Official Transcript from your university must be received by April 5, 2013 to be considered for upcoming academic year.

17

Name:

Campus Address:

Campus Telephone:

Home Address:

Home Telephone:

Classification for upcoming fall term:

Term in which applicant completed Intermediate Accounting I (or equivalent):

Grade Point Average and Scale:

Is applicant a full-time student?

Credit hours planned for next term (specify semester hours)

Is applicant a legal resident of Alabama (state residency in years/months):

NOTE TO APPLICANT:

Your written statement, in fifty (50) words or less, giving the reason you are applying for this scholarship and indicating your interest in government must accompany this application. The completed application, written statement, and official transcript (mailed by your university) must be received by April 5. Mail to: Association of Government Ac-countants, Kay Wilson, Scholarship Committee Chair, P. O. Box 1001, Montgomery, Alabama 36101.

Name:

Signature:

Social Security Number:

Date:

MONTGOMERY CHAPTER ASSOCIATION OF GOVERNMENT ACCOUNTANTS

SCHOLARSHIP APPLICATION

18

Name:

Employer and Address:

Address:

City, State, Zip:

Telephone:

Classification for upcoming fall term:

If Graduate, date undergraduate degree received or date of concentration in accounting was completed:

Major: Grade Point Average & Scale:

Graduate Applicants - Source of Graduate Study Planned:

Term in which applicant completed Intermediate Accounting I (or equivalent):

Is applicant a full-time student?

Credit hours planned for next term (specify semester hours)

Is applicant a legal resident of Alabama (state residency in years/months):

NOTE TO APPLICANT:

Your written statement, in fifty (50) words or less, giving the reason you are applying for this scholarship and indicating your interest in government must accompany this application. The completed application, written statement, and offi-cial transcript (mailed by your university) must be received by April 5. Mail to: Association of Government Account-ants, Kay Wilson, Scholarship Committee Chair, P. O. Box 1001, Montgomery, Alabama 36101.

Name:

Signature:

Social Security Number:

Date:

MONTGOMERY CHAPTER ASSOCIATION OF GOVERNMENT ACCOUNTANTS

SCHOLARSHIP APPLICATION FULL-TIME STATE EMPLOYEE

19

Name:

Chapter Member’s Name:

Address:

City, State, Zip:

Telephone:

Classification for upcoming fall term:

If Graduate, date undergraduate degree received or date of concentration in accounting was completed:

Major:

Graduate Applicants - Source of Graduate Study Planned:

Term in which applicant completed Intermediate Accounting I (or equivalent):

Is applicant a full-time student?

Credit hours planned for next term (specify semester hours)

Is applicant a legal resident of Alabama (state residency in years/months):

NOTE TO APPLICANT:

Your written statement, in fifty (50) words or less, giving the reason you are applying for this scholarship and indicating your interest in government must accompany this application. The completed application, written statement, and official transcript (mailed by your university) must be received by April 5. Mail to: Association of Government Ac-countants, Kay Wilson, Scholarship Committee Chair, P. O. Box 1001, Montgomery, Alabama 36101.

Name:

Signature:

Social Security Number:

Date:

MONTGOMERY CHAPTER ASSOCIATION OF GOVERNMENT ACCOUNTANTS

SCHOLARSHIP APPLICATION CHAPTER MEMBER OR

CHILD OF CHAPTER MEMBER

20

AGA CEC BOARD MEETING MINUTES Thursday, February 14, 2013

The CEC meeting of the officers and directors of the Montgomery, AL Chapter of Association of Government Accountants (AGA) was called to order at 10:57 a.m. at the RSA Plaza 5th Floor Conference Room, Thursday, February 14, 2013, by President Pamela Henderson.

A quorum was present with the following officers and directors in attendance: President Pamela Henderson, Margie Toney, William Waldroff, Sandra Steele, Shelia Hatcher, Carmen Leonard, Costella German, Barbie Lee, Patrick Hemme, Dixie Black, Schenese Wade, LaTaya Lucas, Janice Duncan, Shaundra Morris, Gladys Gray, and Kay Wilson. President Henderson distributed agenda and other documents.

President Elect: President-Elect Margie Toney reported that the second quarter’s Chapter Recognition Points were submitted De-cember 31, 2012 (total points 13,700). Deadline for third quarter is March 18, 2013. Insurance quotes and guidelines for voting offi-cers (online, email, etc.) for Spring Seminar were discussed. The deadline for nominations is Friday, March 22, 2013. It was recom-mended that Margie try the “personal approach” to seek volunteers. Minutes: Minutes prepared by Sandra Steele were submitted to the CEC in advance (copies were available). President Pam asked if there were any questions or corrections; none were noted. Motion made by Dixie Black to accept minutes; seconded by LaTaya Lucas. Motion carried. Treasurer’s Report: Treasurer An-drette Munnerlyn distributed June 1, 2012 through January 31, 2013 financial reports. Andrette explained the financial statement: Under Receipts, the amounts designated as “over budget” are shown in black (positive) and amounts designated as “under budget” are shown in red (representing that we have not collected amounts budgeted-negative). Under Disbursements, it is the opposite (red represents amounts spent over our budgeted amount-negative; and black represents amounts spent less than the amount budgeted-positive). Bank charges - The bank has been charging an IRS withholding fee because an incorrect FEIN was provided. The bank fees will be discontinued since the correct FEIN was provided. The January bank fee will be reimbursed. American Express State-ment fee – A statement fee has been charged because we receive paper statements. Andrette requested online statements this should reduce the fee from $10 to $3. Global Payments will refund the fee charged for the last three months. Kay Wilson made a motion to accept the treasurer’s report; Margie Toney seconded the motion. Motion carried. President’s Report: President Hen-derson reported throughout the meeting. Immediate Past President: No report. Meetings/Registration: President Hender-son welcomed Janice Duncan, newest CEC member. Janice reported that we have 66 registered to attend the meeting (including professors, early career and college students). Programs: Gladys Gray updated the CEC. She stated that the speaker today is Pam-ela Hill (Early Career Month), Kelly Butler (March is CGFM Month), and Awards Meeting in May (no speaker). Gladys needs Kelly Butler’s biography and his favorite charity for the speaker’s donation in lieu of a gift. Accountability: Carmen Leonard will send out a letter next week to the Junior League of Montgomery, Prattville and Troy encouraging them to submit a Citizen Centric Re-port. Awards: Costella German stated that the committee will give away two $15 Baumhower’s gift certificates today. Audit: No report. CGFM: Patrick Hemme stated that the study group has dwindled tremendously. He does not know if it is because of a lack of enthusiasm, interest or what. He also stated that Exam 3 will be delayed until further notice. Dixie Black asked for ideas from the CEC to “boost” attendance at the CGFM Study Sessions. She announced that there is a need for instructors for Exam 3 and that 12 CGFM exam scholarships are available. Patrick stated that if there are major changes to an exam that the instructor has already taught; the instructor can get credit (per ASCPA). LaTaya suggested a video webinar. CEC agreed that this was a great idea. There was a handout distributed stating that CGFM candidates are no longer required to have 24 credit hours in a particular field. How-ever, the candidates must have a bachelor’s degree and provide an official transcript documenting their degree. Sandra stated that proclamations have been received from the City of Montgomery and Troy. The CGFM Committee took a picture with the Mayor signing the proclamation. The Committee is scheduled to take photos with the County Commissioner and the Governor next week. Community Service: No report. Education: LaTaya distributed a sample of the Spring Seminar agenda. The information is on the website and individuals can register. CEC voted to keep the recommended $75 fee for members and $175 fee for non-members. She is going to do a site visit at Faulkner either March 26t r 28, 2013 if anyone is interested in meeting her there. She asked that an announcement should be made to let everyone know that Faulkner is a non-smoking campus. Employment: Schenese Wade will put future job openings on website. Membership: Shaundra Morris reported that there were 18 college students/early career members. There were two early career members sponsored by the CEC; four student members sponsored by CEC and 12 non-member students from area universities; six were sponsored by Pamela Hill and the other six by the CEC. There were two students from TU, two from ASU and two from AUM. Shaundra introduced Shenika Williams, Troy University student, who was in atten-dance. The Committee visited Troy University; four students showed interest. Troy University posted the scholarship application on their website. The Committee will speak at AUM Accounting Club Meeting next Wednesday, February 20, 2013. She is working on renewal changes. Newsletter: Schenese will put the CGFM requirement change in the newsletter today. She will add “no smoking campus” to the registration agenda. She said that if there are any changes or corrections needed just email her. The deadline for March newsletter is February 25, 2013. Policy and Procedures: Barbie Lee thanked CEC for support and card. She continues to work on policy and procedures. Scholarships: Kay Wilson reported that the scholarship applications are available on the website, in the newsletter and she has hard copies today. Sponsorship: President Henderson made report. No responses from sponsors yet. Webmaster: The Chapter still needs a webmaster. President Henderson asked that she be notified when making changes to website. Unfinished Business: Need to discuss not having a December luncheon meeting next program year. New Business: President Henderson asked the CEC to think about whether or not to have a social after the Spring Seminar. She also thanked the CEC for doing a great job and keeping her abreast of everything.

There being no other business, a motion was made, seconded, and approved to adjourn the meeting at 11:42 a.m. The next CEC meeting will be Thursday, March 14, 2013, at the RSA Plaza 6th Floor at 10:50 a.m.

21

President Pamela Henderson Pamela.Henderson@Medicaid.Alabama.gov

President Elect Margie Toney Margie.Toney@Revenue.Alabama.gov

Immediate Past President William Waldroff william.waldroff@adeca.alabama.gov

Treasurer Andrette Munnerlyn Andrette.Munnerlyn@revenue.alabama.gov

Secretary Sandra Steele Sandra.Steele@insurance.alabama.gov

Assistant Secretary Shelia Hatcher Shelia.Hatcher@dps.alabama.gov

Directors & Committees Members Accountability Carmen Leonard leonardc@dot.state.al.us

Pamela Hill Pamela.Hill@revenue.alabama.gov

Marcus Johnson Marcus.Johnson@revenue.Alabama.gov

Angela Stokes stokesa@dot.state.al.us

Awards Costella German Costella.German@dps.alabama.gov Janice Duncan duncanj@dot.state.al.us

Bonnie Bullock bonnie.bullock@dps.alabama.gov

Audit Margie Toney Margie.Toney@Revenue.Alabama.gov

Annie Patterson Annie.Patterson@Revenue.Alabama.gov

By Laws and Procedures Barbi Lee barbi.lee@ethics.alabama.gov

CGFM/Professional Certification Patrick Hemme Patrick.Hemme@insurance.alabama.gov

Co-Director Dixie Black Dixie.Black@va.alabama.gov

Rachel Chou Rachel.Chou@comptroller.alabama.gov

Sandra Steele Sandra.Steele@insurance.alabama.gov

Communications/Employment Schenese Wade Wadesc@dot.state.al.us

Carolyn Rhodes Crhodes@alsde.edu

Community Service Terese Toby Terese.Toby@mh.alabama.gov

Angela Abernathy Aabernathy@alsde.edu

Ruthie Bonds Ruthie.bonds@labor.alabama.gov

Valerie Byrd Valerie.Byrd@adeca.alabama.gov

Beverlyn Dean Beverlyn.Dean@revenue.alabama.gov

Janice Herring janice.herring@mh.alabama.gov

Mary Mangum Mary.Mangum@adeca.alabama.gov

Tiffany McCauley tmccauley@ago.state.al.us

Candace Moore Candace.moore@adeca.alabama.gov

Nakia Tetter nakia.tetter@insurance.alabama.gov

Saketa Wilkerson Saketa.wilkerson@treasury.alabama.gov

Education (Seminars & Audio Conferences) LaTaya Lucas LaTaya.Lucas@doc.alabama.gov

Lucinda Bollinger lucinda.bollinger@jacksonthornton.com

Chris Neuenschwander chris.neuenschwander@jacksonthornton.com

Meetings (Registrations) Co-Director Kennesha Richardson kennesha.richardson@adss.alabama.gov

Janice Duncan Duncanj@dot.state.al.us

Reneta Poole reneta.poole@dps.alabama.gov

Membership/Early Career Shaundra Morris Shaundra.Morris@dps.alabama.gov Jackalya Baker Jakalya.baker@revenue.alabama.gov

Katherine Ching Ho Reed cho@aum.edu

Kristy Eubanks kristy5254@yahoo.com

Programs (Monthly Meetings) Gladys Gray Gladys.Gray@medicaid.alabama.gov

Sponsorship Keren Deal kdeal@aum.edu

Lucinda Bollinger lucinda.bollinger@jacksonthornton.com

Scholarship Kay Wilson kay.wilson@adfs.alabama.gov

AGA—Chapter Executive Committee (CEC) meets at 10:50 a.m. prior to the noon luncheon meetings each month.

MONTGOMERY AGA Budget vs. Actual

For the Period of June 1, 2012—January 31, 2013

Jun '12 - Jan 13 Budget $ Over Budget % of Budget

RECEIPTS

Annual Fall Seminar 35,426.00 39,375.00 (3,949.00) 89.97%

Annual GAAF 0.00 2,500.00 (2,500.00) 0.0%

Annual Spring Seminar 150.00 11,250.00 (11,100.00) 1.33%

Audio Conference Fees 340.00 1,350.00 (1,010.00) 25.19%

Chapter Dues-Fall Seminar 0.00 2,250.00 (2,250.00) 0.0%

Community Service 43.00 1,500.00 (1,457.00) 2.87%

Interest-Checking 41.93 65.00 (23.07) 64.51%

Membership & Recruitment 313.00 349.00 (36.00) 89.69%

Membership Dues-Ind. 329.10 300.00 29.10 109.7%

Miscellaneous Income 0.00 200.00 (200.00) 0.0%

Monthly Luncheons 4,144.00 9,800.00 (5,656.00) 42.29%

Sponsorships 500.00 3,500.00 (3,000.00) 14.29%

Total RECEIPTS 41,287.03 72,439.00 (31,151.97) 57.0%

DISBURSEMENTS

Accountability Committee 56.00 215.00 (159.00) 26.05%

Audio Conference 1,120.00 1,345.00 (225.00) 83.27%

Awards Committee 178.56 500.00 (321.44) 35.71%

Bank Fees 13.73 250.00 (236.27) 5.49%

CGFM Committee 183.64 1,608.00 (1,424.36) 11.42%

Community Service Comm 74.44 800.00 (725.56) 9.31%

Fall Seminar 7,914.85 13,788.00 (5,873.15) 57.4%

Financial Audit 250.00 250.00 0.00 100.0%

Luncheons 4,563.00 9,800.00 (5,237.00) 46.56%

Membership & Recruitment 436.00 950.00 (514.00) 45.9%

Membership Dues to National 0.00 20,250.00 (20,250.00) 0.0%

Merchant Account-Global Fees 363.08 500.00 (136.92) 72.62%

Merchant Account Fee-AMEX 63.90 20.00 43.90 319.5%

Miscellaneous Costs 105.42 458.00 (352.58) 23.02%

Monthly Parking Fees 200.00 400.00 (200.00) 50.0%

National PDC Expenses 1,504.76 1,920.00 (415.24) 78.37%

Office Supplies 626.68 1,005.00 (378.32) 62.36%

Printing & Postage 50.70 135.00 (84.30) 37.56%

Scholarships 0.00 3,000.00 (3,000.00) 0.0%

Sponsorships 0.00 200.00 (200.00) 0.0%

Spring Seminar 0.00 4,250.00 (4,250.00) 0.0%

Travel Expense (GAAF) 0.00 750.00 (750.00) 0.0%

Webpage 424.95 600.00 (175.05) 70.83%

Total DISBURSEMENTS 18,129.71 62,994.00 (44,864.29) 28.78%

23,157.32 9,445.00 13,712.32 245.18%

23

ASSOCIATION OF GOVERNMENT ACCOUNTANTS

Montgomery Chapter Newsletter

The Capital City Focus Post Office Box 1001

Montgomery, AL 36101

MONTGOMERY AGA Summary of Receipts and Disbursements

For the Period of June 1, 2012—January 31, 2013

March 2013

Sun Mon Tue Wed Thu Fri Sat

1 2

3 4 5 6 7 8 9

10 11 12 13 14 15 16

17 18 19 20 21 22 23

24 25 26 27 28 29 30

31

Beginning YTD YTD Outstanding Ending

Balance Receipts Disbursements Checks Balance

Share $ 30.60 0.09 $ 30.69

Checking $ 12,009.39 42,068.03 *

(18,348.31) * 0.00 $ 35,729.11

$ 35,759.80

* include receipts/disbursements related to prior fiscal year transactions.

Bank Reconciliation

Ending Balance @ MAX as of 1/31/2013 $ 35,729.11

Plus: Deposits in Transit -

Less: Outstanding Checks -

Check Register Balance as of 1/31/2013 $ 35,729.11

Plus: Share Bal-ance $ 30.69

Share and Checking Balance as of 1/31/2013 $ 35,759.80

AGA

Luncheon