South Atlantic. NATIONAL DIRECTORS JoAnn Fuller Alabama Farmers Cooperative (256)

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1 South Atlantic Summer 2016 Newsletter PRESIDENT Tim Barber Tennessee Farmers Cooperative (615) VICE PRESIDENT Bob Farmer Florida s Natural Growers, Inc Bob.Farmer@citrusworld.com (863) Ext 3806 SECRETARY/TREAS. JoAnn Fuller Alabama Farmers Cooperative joannf@alafarm.com (256) MEMBERSHIP CO- CHAIR Dave Mereness Dearolf & Mereness, LLP dave@dearolf.com (813) MEMBERSHIP CO-CHAIR Tom O Grady CoBank togrady@cobank.com (502) NEWSLETTER/ COMMUNICATIONS Danny Long Tennessee Farmers Cooperative dlong@ourcoop.com (423) NEWSLETTER/COMMUNICATIONS Bob Farmer Florida s Natural Growers, Inc Bob.Farmer@citrusworld.com (863) Ext 3806 NEWSLETTER/COMMUNICATIONS Thomas Hallin Alabama Farmers Cooperative Thomas.hallin@alafarm.com (256) NATIONAL DIRECTORS JoAnn Fuller Alabama Farmers Cooperative joannf@alafarm.com (256) DIRECTORS HA Beasley H. A. Beasley & Co., Inc. ha@habeasley.com (615) Tim Barber Tennessee Farmers Cooperative tbarber@ourcoop.com (615) Dave Mereness Dearolf & Mereness, LLP dave@dearolf.com (813) Robbie Shields Florida s Natural Growers, Inc. robbie.shields@citrusworld.com (863) Ext 3617 JoAnn Fuller Alabama Farmers Cooperative joannf@alafarm.com (256) Clay Worden RSM US LLP clay.worden@rsmus.com (407) Bob Farmer Florida s Natural Growers, Inc. Bob.Farmer@citrusworld.com (863) Ext 3806 Tom O Grady CoBank togrady@cobank.com (502) Danny Long Tennessee Farmers Cooperative dlong@ourcoop.com (423) Jamie Bowling Agri-AFC, LLC jamieb@alafarm.com (256) Joanna McClendon Tennessee Farmers Cooperative jmcclendon@ourcoop.com (615) Kelly Morgan Southeast Milk kmorgan@southeastmilk.org Adam Lawrence Crowe Horwath, LLP adam.lawrence@crowehorwath.com (317) Katrina Lawrence RSM US LLP Katrina.lawrence@rsmus.com (407) PROGRAM & EDUCATION Wendy Elliott RSM US LLP Wendy.elliott@rsmuscom (407) Matt Eckart RSM US LLP Matt.eckart@rsmuscom (407) ACTIVITES COMMITTEE Katrina Lawrence RSM US LLP Katrina.lawrence@rsmus.com (407) Robbie Shields Florida s Natural Growers robbie.shields@citrusworld.com (863) Ext 3617

2 NSAC Members: My compliments to Katrina Rote and Mary Edwards on our recent Chapter Meeting in St. Augustine, Florida. I know many others contributed to the success of this meeting in addition, and all those efforts did not go unnoticed at our Chapter Meeting. For all those that contributed in different ways regardless of what it was big or small I say, Thank You! Whether in planning, being a director, and many early bird prizes that were given away at the meeting. I really believe that we may have had some of the best speakers that we have had at a Chapter Meeting. It is great to get quality cpe s and enjoy the presentations. The venue was certainly a pleasant and entertaining area of the country with a great amount of history. I know my family had a big time and enjoyed our visit to St. Augustine. Kathy, Laura, and I enjoyed a tour of the city with a visit to the Fountain of Youth, a visit to Ripley s, great restaurants and good food, and we had a Ghost Tour of the City on Monday evening after dinner! Not that I believe in Ghosts, but the Ghost Tour was really great! The Ghost Tour included a visit to a cemetery, an old drug store with some wax figures, and we got to visit the old jail in the city. That location was ranked 4 th in the country for paranormal activity. I am sure I was in the presence of ghosts that night but I did not see them because they are ghosts! The city is the oldest continuously occupied European-established settlement within the borders of the United States. The perfect place for ghosts! Our Chapter appreciates all those who attended and helped and contributed to making our Chapter Meeting successful this year! Danny Long Please visit and explore the many resources available to every member of NSAC. Encourage your co-workers and peers to join our chapter. An application is enclosed within this newsletter and is available on the homepage of Articles of Interest! Members: If you should run into anything that you think might be of interest to our Members PLEASE forward it to me and I will try to get it in our Newsletter! Pictures, hobbies or just about anything that might be appealing to share and to add interest in this publication! I think humorous stories and recipes would be of interest. Hopefully everyone will benefit either professionally or simply be entertained! My address is: Dlong@ourcoop.com. I appreciate all of Robby s pictures in this edition of our Newsletter! Thanks, Danny Long We want your feedback: We d like to get input from all of our South Atlantic chapter members about this year s conference. Tell us what you liked and didn t like if you did go, and what kept you from joining us if you didn t go. Keep an eye out for a survey to be ed to you soon, and please take a few minutes to fill it out so that we can have your perspective as we plan next year s conference and events. Bob Farmer

3 The 2016 Tax, Finance and Accounting Conference for Cooperatives will be held at the beautiful Grand Hyatt in Washington DC, please note the negotiated special room rate is only good until Friday, July 01. Make your room reservations today by clicking here. We are just one short month away from the 2016 Tax, Finance and Accounting Conference for Cooperatives. As the excitement and anticipation ramps up, have you secured your spot in the action? You can click here to register for the years can't miss event. We are looking forward to seeing everyone in the Nation's Capitol as NSAC and NRECA partner to bring you the premier conference for tax, accounting and finance cooperative professionals..

4 Pictures from our chapter meeting in June. I hope you enjoy all of them. I tried to include everyone. I had many to Select from thanks to Robbie Shields! Fountain of Youth!

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24 NSAC South Atlantic Chapter Board of Directors Meeting June 12, 2016 A meeting of the South Atlantic Chapter of the National Society of Accountants for Cooperatives Board of Directors was held June 12, 2016 at the Casa Monica Hotel in St. Augustine, Florida. The meeting was held during the 2016 South Atlantic Chapter Annual Membership Meeting. The following directors participated: Katrina Rote (FL) 2016 President Jo Ann Fuller (AL) 2018 Secretary /Treasurer-Nat l Director Robbie Shields (FL) 2018 National Membership Dave Mereness (FL) 2018 Jamie Bowling (AL) 2017 Danny Long (TN) 2017 Clay Worden (FL) 2016 Bob Farmer (FL) 2018 Tom O Grady (KY) 2016 (replaced Gary Weidenborner) Directors not participating: HA Beasley (TN) 2016 Adam Lawrence (IN) 2017 Joanna McClendon (TN) 2017 Others in Attendance: Tim Barber Wendy Elliott Matt Eckart (TN) Vice President (FL) Guest (FL) Guest Katrina Rote, Chapter President, called the meeting to order. I. Approval of Minutes of Previous Meetings: Minutes of the previous meeting held on June 21, 2015 were approved. II. Director Nominations: The following directors had expiring terms at this meeting: Clay Worden (FL) 2016 HA Beasley (TN) 2016 Katrina Rote (TN) 2016 Tom O Grady (KY) 2016 (fulfilled G. Weidenborner s term)

25 The following individuals were nominated for new three-year terms: Clay Worden (FL) 2019 Kelly Morgan (FL) 2019 Tom O Grady (KY) 2019 Tim Barber (TN) 2019 A motion was made and passed to nominate Bob Farmer to the position of Vice President. Katrina Rote will fill the role of Past President. This slate of candidates will be presented to the membership in the General Business Meeting of the Chapter. III. 2016/2017 Officer Slate and Chairs Subject to director elections at the business meeting, the Board approved the following slate of officers and chairs for the 2016/2017 year. President Vice President Sec./Treas. National Director Membership Newsletter & Communications Program & Education Time & Place Comm. Early Bird Prizes Activities Committee Publicity, Printing & Reg. Social Media Audit Committee Past President Tim Barber Bob Farmer Jo Ann Fuller Jo Ann Fuller Dave Mereness, Tom O Grady Danny Long, Thomas Hallin, Bob Farmer Wendy Elliott, Matt Eckart Tim Barber, Katrina Rote, Mary Edwards Joanna McClendon, Jamie Bowling Katrina Rote, Robbie Shields Jo Ann Fuller, Robbie Shields Wendy Elliott, Matt Eckart Danny Long, Jamie Bowling Katrina Rote IV. Financial Report Jo Ann Fuller presented the financial report. V South Atlantic Chapter Meeting The Board discussed various venues for the South Atlantic Chapter 2017 Annual Membership Meeting. The group decided to present to the general session New Orleans, Louisiana as the suggested location.

26 Robert Pittman, a new chapter member and native of LA, will provide suggestions to the Time & Place Committee for an appropriate venue. The budget for the 2017 Annual Meeting will be $10,000. The Board also recommended the Program & Education Committee (Wendy Elliott and Matt Eckart) prepare the curriculum for the 2017 program. Vi. Other Business The Board discussed raising attendance at the chapter meeting. As we do not know the reason more of our membership doesn t choose to attend, a suggestion was made to send a survey, via Survey Monkey, to the membership, which should provide more data. Bob Farmer will take the lead in designing the survey. The Board will communicate the desire to our National office that we would like to plan joint meetings with other chapters in order to spread the costs. The Board discussed the ongoing need to plan CPE outside the Annual Meeting as this enhances the Chapter s opportunity for points in the National Chapter Recognition, and encourages members not able to travel to participate with chapter activities. Robbie Shields, National Membership representative shared that our Chapter qualified for one free TACC registration for the 2016 National meeting in Washington, DC, and that prize will be awarded via a name draw during the general session. Robbie also talked about new member training. He plans to make sure all new members receive an orientation as time permits in connection with the general session. He reiterated the boards responsibility to encourage all members involvement with the chapter. All board members concurred with Robbie. There being no further business, the meeting was adjourned. Jo Ann Fuller Secretary/Treasurer June 12, 2016