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Sectional Leadership Meeting Sections I and IV

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.

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Sectional Leadership Meeting Sections I and IV

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  1. 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

  2. Introduction AGA Governance AGA National Office SVPRS RVP Team Regional Coordinators Local Chapters 2

  3. Introduction – AGA Governance National Executive Committee National Board of Directors 3

  4. Introduction – AGA Governance National Executive Committee Members National President National President-Elect Immediate Past National President National Treasurer National Treasurer-Elect 4

  5. Introduction – AGA Governance 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 5

  6. Introduction – AGA Governance National Board of Directors Members National Executive Committee (15) Regional Vice-Presidents (14) Chapter Presidents (100) 6

  7. 7

  8. New Regional Alignment • Eric Elefante, CGFM – Section I SVPRS (incoming) • Doreen Shute, CGFM – Section IV SVPRS (incoming) 8

  9. Senior Vice-President for Regional Services Section I Eric Elefante, CGFM, CPA ericelefanteaga@gmail.com 9

  10. Section I Leaders – Great Lakes Region Justin Sponseller– RVPjustin.sponseller@dfas.mil Caren Murdock, CGFM – RVP-Elect caren.murdock@tos.ohio.gov Jim Gillenwater, CGFM – Immediate PastRVP jim.gillenwater@dfas.mil 10

  11. Section I Leaders – Great Lakes Region Ronald Gedeon, CGFM – RC Certification (2012) ronald.j.gedeon@nasa.gov Joyce Maleski – RC Chapter Development and Assistance (2015) joyce.maleski@dfas.mil Donna Wolfe – RC Education (2015) donna.wolfe@dfas.mil Stephanie Paschel – RC Membership and Early Careers(2015) stephanie.paschel@dfas.mil 11

  12. Section I Chapters – Great Lakes Region • 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

  13. Section I Leaders – North Atlantic Region Ken Sifontes– RVP ksifontes@osc.state.ny.us Rashad Holloway – RVP-Elect rashadholloway63@gmail.com 13

  14. Section I Leaders – North Atlantic Region Margarita Stanislavskaya – RC Certification (2015) mstanislavskaya@mercercounty.org David Gotlib – RC Chapter Development and Assistance (2015) david.gotlib@dcaa.mil Rashad Holloway – RC Membership and Early Careers(2015) rashadholl63@hotmail.com Dellareese Morton-Smith – RC Accountability (2015) dellareese.morton-smith@ssa.gov Teri Lewis, CGFM – RC Education (2015) teri.lewis@ed.gov 14

  15. Section I Chapters – North Atlantic Region • 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

  16. Section I Leaders – North Central Region Melissa Jacobs, CGFM – RVP melissa.jacobs@dfas.mil Vacant – RVP-Elect Vacant – Immediate Past RVP 16

  17. Section I Leaders – North Central Region Dan Neumann, CGFM – RC Certification (2014)daniel.neumann@dfas.mil David Mellem, CGFM – RC Chapter Development and Assistance (2013) david.mellem@oig.hhs.gov Brooke Neuerman – RC Education (2013) brooke.neuerman@dfas.mil Jamie Whitman – RC Membership and Early Careers (2014) jamie.whitman@dfas.mil 17

  18. Section I Chapters – North Central Region • Central Indiana Chapter – Indiana • Chicago Chapter – Illinois • Circle City Chapter – Indiana • Indianapolis Chapter – Indiana • Minneapolis/St Paul Chapter – Minnesota • Southern Wisconsin Chapter – Wisconsin

  19. Section I Leaders – Northeast Region Linda Gover – RVP linda.gover@dfas.mil Joe Valchuis – RVP-Elect jvalchuis@doe.mass.edu Jane Gustowski, CPA – Immediate Past RVP jgustowski@charter.net 19

  20. Section I Leaders – Northeast Region Joe Valchuis – RC Certification (2012) jvalchuis@doe.mass.edu Kathleen Still– RC Chapter Development and Assistance(2014) kathie106@comcast.net David LeBlanc, CGFM – RC Education (2012) dleblanc@doe.mass.edu Colette Cormier – RC Membership and Early Careers (2014) colette.cormier@dfas.mil 20

  21. Section I Chapters – Northeast Region • Aroostook County Chapter – Maine • Boston Chapter – Massachusetts • Hartford Chapter – Connecticut • Maine Chapter – Maine • New York Capital Chapter – New York • Rome Chapter – New York

  22. Senior Vice-President for Regional Services Section IV Doreen Shute, CGFM doreen.shute@cliftonlarsonallen.com 22

  23. Section IV Leaders – Capital Region Kim Farington, CPA – RVP kim.farington@opm.gov Andrew Lewis, CGFM – RVP-Elect aclewis@kpmg.com Dennis Green, CGFM – Immediate PastRVP dengreencpa@yahoo.com 23

  24. Section IV Leaders – Capital Region Doreen Shute, CGFM – RC Accountability Outreach (2013) doreen.shute@cliftonlarsonallen.com John Gioeli – RC Certification (2014) jgioeli@becker.com Mie Miller, CGFM – RC Chapter Development and Assistance (2014) miller.mie@gmail.com Tyrone Allmond, CGFM – RC Education (2015) tallmond@allmondcpa.com Christy Beck, CGFM – RC Membership (2015) c.r.beck@hotmail.com Lee Richardson, CGFM – RC Early Careers (2015) lerichardson@deloitte.com 24

  25. Section IV Chapters – Capital Region • 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

  26. Section IV Leaders –South Atlantic Region Mark Morehouse, CGFM – RVP mark.morehouse@navy.mil Norman Adkins, CGFM – RVP-Elect nladkinscgfm@yahoo.com 26

  27. Section IV Leaders –South Atlantic Region Evelyn Anderson, CGFM – RC Accountability Outreach (2014) eanders1@scsu.edu Steve Reagan, CGFM – RC Certification (2015) stephen.d.reagan@uscg.mil Fred Hoover, CGFM – RC Chapter Development and Assistance (2015) fred.hoover@vdot.virginia.gov Teresa Bordeaux – RC Education (2015) tbordeaux@aicpa.org Brittany Renica – RC Membership and Early Careers (2015) brittany.f.renica@uscg.mil 27

  28. Section IV Chapters – South Atlantic Region • 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

  29. Section IV Leaders – Southeast Region Karen Hale, CGFM – RVP karen.b.hale@cot.tn.gov Joe Taylor – RVP-Elect jtaylor@blounttn.org Cynthia Teddleton, CGFM – Immediate Past RVP teddletonc@gao.gov 29

  30. Section IV Leaders – Southeast Region Ron Queen, CGFM – RC Certification (2014)ron.queen@tn.gov Robert Crowl, CGFM – RC Chapter Development and Assistance (2014) bobpeggy@windstream.net Sandra Rudic – RC Education (2015) sandra.rudic@auditor.ky.gov Eugene Hampton, CGFM – RC Membershipand Early Careers (2015) eugenehampton@gmail.com 30

  31. Section IV Chapters – Southeast Region • Atlanta Chapter – Georgia • Central Kentucky Chapter – Kentucky • Chattanooga Chapter – Tennessee • East Tennessee Chapter – Tennessee • Nashville Chapter – Tennessee

  32. Topics of Discussion Presentation by National President-Elect Evelyn Brown, CGFM-Retired AGA National President 2012-2013 32

  33. Topics of Discussion AGA: The Current and Future Outlook Relmond Van Daniker, DBA, CPA AGA Executive Director 33

  34. Topics of Discussion Chapter Finance 101 • Jessica Jones AGA Chapter Services Manager

  35. Topics of Discussion AGA – Tax Exemption • The need to file IRS Form 990 annually • The need to file State reporting requirements • Does the chapter need to file CPE Registrations?

  36. Topics of Discussion Intergovernmental Initiatives Relmond Van Daniker, DBA, CPA AGA Executive Director 36

  37. Topics of Discussion Chapter Leader Expectations Al Franklin, CGFM-Retired, CGA Phil Nally, CGFM 37

  38. Regional Workshop 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. 38

  39. Topics of Discussion Navigating the AGA Website • Susan Fritzlen AGA Deputy Executive Director/Chief Operating Officer

  40. Topics of Discussion CGFM • Katya Silver AGA Director of Professional Certification

  41. Workshops Education – RCs Certification – RCs Membership – RCs Tips for Running a Successful Chapter – RCs Accountability– RCs 41

  42. Wrap Up 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. 42

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