Sponsored by Kansas City Chapter AGA INSIDE THIS ISSUE: Training News 2 Membership News 3 Accountability Outreach 4 The Kansas City Courier PRESIDENT S MESSAGE May, 2012 Minutes to the Chapter Executive Committee (CEC) Quarterly Meeting April 23, 2012 5-6 CGFM Happenings February Treasurer s Report 8 Chapter Executive Committee-Program Year 2011-2012 7 9 President s Message May 2012 We had a great seminar on Thursday, April 19th. Also, thanks to everyone who helped set up the room. I heard many positive comments on the choice of speakers and some said this was the best Chapter seminar in my memory. Thank you Leeanna for planning and organizing another great seminar. How are we going to top that this fall? Our Chapter year is ending in June and now is the time to start thinking about recognizing the extra efforts and excellent support of our Chapter members on behalf of both their agency or our local Chapter. As announced at the Chapter s seminar, we are seeking nominations for the Chapter's Special Achievement Award and the Clifford M. Buck Chapter Service Award. Please email Michelle.Holland@jocogov.org, to request a nomination form no later than May 31, 2012. The Kansas City Chapter of the AGA will celebrate 60 years of service with a Birthday Ball this fall (still working on the actual date). We are the second oldest AGA chapter founded on November 18, 1952. A milestone like this one should not go by without a party. I am looking for volunteers to help plan, organize and set up the 60 th Birthday Ball. Please send me an email at Michael.Melloy@gsa.gov if you can help. Mark your calendars: May 16 th - May 17-19 - May 31 st - June 20th - Monthly Chapter Meeting AGA Sectional Leadership Meeting (SLM) Deadline for Chapter Award Nominations Chapter Award Luncheon Mike Melloy KC Chapter President http://www.kcaga-cgfm.org/ http://www.facebook.com/agakc
Page 2 Training News Meeting & Luncheon Information-May 16, 2012, Wednesday 11:30 A.M The Kansas City Chapter of the AGA is proud to offer their monthly professional development luncheon. Lunch will include salad, spaghetti with meat sauce and Fettuccine Alfredo served with house bread and Buca cookies. Members and non-members of the AGA can earn 1 hour of CPE in Audit and enjoy a family style lunch. Please contact Connie Smith to reserve a spot. Honored Speaker: Brett Dauffenbach Price, Waterhouse Cooper LLC Time: Wednesday, May 16, 2012 11:30-1:00 Subject: Location: Cost: Reservations: Continuous Monitoring and Data Analytics (1 CPE-Taxation) Buca di Beppo on the Country Club Plaza 310 W. 47 Street, Kansas City MO 64112 $15.00 Members $20.00 Non-Members Please call Connie Smith 816-926-3646 or e-mail constance.smith@kcc.usda.gov. National Conference The AGA s 61st annual PDC is coming July 29th through August 1, 2012. This year s conference is in San Diego California. The theme is Training to Solve Today s Fiscal Challenges. 24 CPE hours are being offered and there is even a contest that may allow a member to win free conference registrations plus free hotel accommodations. Grab your digital video camera and produce a creative and entertaining two-minute video to share your views on the value of attendance and you may be attending free. For more information go to the National AGA s website at www.agacgfm.org/homepage.aspx and click on Conferences & CPE. Audio Conferences May 9, 2012 Carlo Ponzi or Bernard Madoff-Who Was the Bigger Villian 2 CPE Hours May 23, 2012 Ethical Dilemmas-Recognizing, Analyzing and Resolving Situations Where There Are Two Right Choices 2 CPE Hours June 6, 2012 Performance Management 2 CPE Hours For more information on how to register, please see the national AGA Website at www.agacgfm.org/homepage.aspx. Make sure you check the website for upcoming conferences providing additional CPEs and networking opportunities.
Page 3 MEMBERSHIP NEWS AGA members form a diverse group of individuals from students to entry level employees to senior executives and elected officials working for local and state governments, school districts and retirement systems, colleges and universities, federal agencies and public accounting firms. With 90 chapters, there are numerous ways for you to become involved with other government financial management professionals. Whatever your role in government financial management, AGA offers a membership package tailored to meet your professional needs and interests. AGA Member Types Full Government Member $90/year This class of membership requires three or more years of government experience, involving the professional performance of financial management activities in an operational, administrative and/or supervisory capacity. This class is also available to individuals with similar experience outside the government who are engaged in educational activities having the same objectives as the Association, or who have made a contribution to the improvement of government financial management. Private Sector Member $150/year This class of membership is available to individuals working for commercial activities/ventures that are actively engaged in and support AGA¹s purpose and objectives. Early Career Member $45/year This class of membership is for those who work in private or public sector jobs with less than three years of professional experience. Student Member $30/year This class of membership is available to college/university students. Retired $30/year This class of membership is available to those members who have retired. Call the AGA Customer Satisfaction Center at 800.AGA.7211 to find out more about our retired membership category. Please contact Barry Owens with any questions about membership, barry.j.owens@us.pwc.com.
Page 4 Accountability Outreach Accountability Outreach AGA s Citizen-Centric Government Reporting Initiative By Harry Heflin, CPA, CGMA, CGFM We continue to make progress-albeit slowly-with our chapter s Citizen-Centric Reporting (CCR) initiative. Currently, we are still in contact with several local governments encouraging them to participate in AGA s CCR efforts. As I ve said before, this is the hardest part getting state and local government entities to take that first step and openly communicate with their citizens and talk about the government s accomplishments, fiscal matters, and future challenges. But, this is the very heart of the CCR initiative--promoting transparency through government reporting. More later on these efforts. In March, I participated in the Topeka Chapter s Spring Professional Development Program and made a presentation on the AGA CCR initiative and our chapter s CCR efforts to date. In a couple of weeks, I ll be addressing a joint AGA and Government Finance Officers Association (GFOA) meeting in Omaha, NB on the CCR initiative. Finally, as we near the end of this program year, I will begin working on the preparation and submission of our chapter s next CCR for this program year s accomplishments. If you have information that you believe should be incorporated in the Kansas City Chapter s upcoming CCR please send it to me. For all current chapter officers and committee chairs please provide me with a recap of your committee accomplishments as soon as possible. We will post our next CCR once completed. Once again, if you would like to be a part of the CCR experience, drop me a line at hheflin49@aol.com or give me a call at (913) 367-7070.
Page 5 Chapter Executive Committee (CEC) Quarterly Meeting April 23, 2012 Chapter Executive Committee (CEC) Quarterly Meeting- April 23, 2012 In attendance were Michael Melloy, Oscar Williams, Rhonda Lucas, Leeanna Wilder, Barry Owens, Chuck Koelsch, Steven Bell and Carrie Miller. Meeting was opened by President Michael Melloy discussing the previous meeting minutes. The minutes of the previous meeting were approved. PDC: Mike s travel is on freeze at work to attend the PDC and he would have to take leave and pay for travel. Mike will not be able to attend the PDC. One registration fee has already been paid by the chapter. Barry will confirm he can attend the PDC and will use the registration previously purchased for Mike. Rhonda has confirmed that the PDC registration can be transferred. Finances and Certificate of Deposit: Rhonda made a motion to put all liquid assets in savings and not put the money in a Certificate of Deposit. There were not enough CEC members present to vote. The motion will be submitted to the CEC for an email vote. Scholarship: The scholarship chair recommended the CEC award two scholarships in the amount of $500.00 each. During the CEC meeting on November 9, 2011 All CEC members voted to continue the $500 scholarship. It was approved and budgeted. The CEC will ask the scholarship committee to consider the current authorization as funding cap. If the committee wishes to award two scholarships, the CEC suggests offering two $250 scholarships. Membership: Mike proposed an email vote to give a free membership to the nonmember who attended the most events this program year (July 1- June 30). The motion will be submitted to the CEC for an email vote. Mike proposed an email vote to use part of the membership s funds to draw and award two memberships to non CEC members during the May meeting as part of the national retention effort. The motion will be submitted to the CEC for an email vote. Review final CEC list for 2012-2013: The final CEC list for 2012 and 2013 will be submitted by April 30, 2012 to earn extra points. 60 th Birthday Ball Planning Committee: Mark is working on a slide show for the Birthday Ball. Leeanna will coordinate the facility. The facility will not be booked until a deposit is submitted. Leeanna needs the deposit to be available the first week of May to put down the deposit and confirm the location for the Birthday Ball. The CEC would like the event to be held on November 10, 2012. The CEC will have to vote on the final recommendations.
Website: The AGA-KC information is being published on the following web locations; FaceBook, Infozine, Backpage, Linked In, KMBC ULocal, NBC BNews, and KCTV 5, and AGA-KC website. Steve and Chuck will post seminar presentations and brief biography of the presenters on the AGA website. Program Plans: Seminar: The CEC will submit their chair plans for the new program year which includes your budget, goals, and objectives. A CEC officer transition meeting will be held in May or June. During this meeting the chapter will review the five-year plan and individual plans. Mark will present a list of key deadlines for each chair which will be approved by the CEC. The seminar was a great success. There were 75 people in attendance and we received good comments. Motion was made and seconded to adjourn the meeting. Motion approved unanimously. Submitted by Carrie Miller
Page 7 CGFM Happenings CGFM Happenings: I. Study Group: If you are interested in participating in a study group to prepare for the CGFM exam, please contact Carla Kohler kohler.carla@epa.gov or (913) 551-7900 for additional information. II. Study Guides: Kansas City Chapter has CGFM study guides for check out. Please contact Carla Kohler kohler.carla@epa.gov or (913) 551-7900 for additional information. III. Additional Resources: Information is posted on the AGA website to assist in preparing you to take the CGFM exam. Please use the following website link: http://www.agacgfm.org/cgfm/prepare/. IV. The Ten Step Process to Becoming a CGFM Take the ten steps to furthering your career by becoming a Certified Government Financial Manager Step 1 Read AGA's Code of Ethics Step 2 Apply for the CGFM Program Step 3 Submit Required Degree Documentation Step 4 Receive an Eligibility Letter Step 5 Submit a Work Verification Form Step 6 Prepare for the CGFM Examinations Step 7 Schedule the CGFM Examinations Step 8 Take the CGFM Examinations Step 9 Receive CGFM Award Letter Step 10 Receive and Display Your CGFM Certificate If you have any questions about the process or if you have not heard from us within the estimated time frame, please contact the Office of Professional Certification at agacgfm@agacgfm.org or 800.AGA.7211.
Page 8 Treasurer's Report AGA Kansas City Chapter Statement of Receipts and Disbursements For Period Ending March 31, 2012 Bank Account Balance March 31, 2012 Primary Share Acct $7,505.39 Signature Checking $5,291.90 6MTH Classic CD $0.00 Total Bank Balance $12,797.29 Beginning Book Balance: Book Balance February 29, 2012 $10,252.49 Receipts: Interest Income: Savings $1.21 Total Interest $1.21 Other Receipts: Pass-through AGA National Memberships $1,185.00 Spring Seminar $1,360.00 March Luncheon $785.00 Total Other Receipts $3,330.00 Total Receipts $3,331.21 Disbursements: Credit Card fees $20.00 March Luncheon $766.41 Total Disbursements $786.41 Net fund from Transactions/(Loss) for period $2,544.80 Ending Book Balance March 31, 2012 $12,797.29 Less Petty Cash ($100.00) Check #297 AGA National Membership pass-through ($1,185.00) Check #298 Spring Seminar Gift Cards (Melloy) ($120.00) Check #299 Spring Seminar - certificate supplies (Koelsch) ($43.96) Check #300 Spring Seminar - supplies (Wilder) ($69.35) Spring Seminar $6,205.00 Accounts Receivable receipt - March Luncheon $15.00 Accounts Receivable receipt- SLMR $25.00 Accounts Receivable for Seminar to be received $115.00 AHC Spring Seminar supplies ($65.11) Spring Seminar Liability Insurance ($103.00) AHC Credit Card Machine supplies ($30.90) Adjusted Balance $17,439.97
Page 9 Chapter Executive Committee Program Year 2011 2012 Position Name Work Phone Email Address President Michael Melloy 816-823-2701 michael.melloy@gsa.gov President Elect Vacant Past President Oscar Williams 816-997-6939 oscar.williams2@va.gov Secretary Carrie Miller 816-926-2853 carrie.miller@kcc.usda.gov Treasurer Rhonda Lucas 816-926-7935 rhonda.lucas@one.usda.gov Awards Michelle Holland 913-792-5310 michelle.holland@jocogov.org By-Laws / Procedures / Historian / Property Mark Brandt 816-823-2938 mark.brandt@gsa.gov CGFM Carla Kohler 913-551-7900 kohler.carla@epa.gov Chapter Recognition Michael Melloy 816-823-2701 michael.melloy@gsa.gov Communications Newsletter Howard Petrie 816-513-1172 howard.petrie@kcmo.org Community Service Co-Chairs Nancy Healy Kimberlynn Outman 913-551-7713 816-926-7217 healy.nancy@epa.gov Kimberlynn.Outman@va.gov Early Career Harry E. Heflin 816-942-5102 hheflin49@aol.com Professional Development-Seminar Coordinator Leeanna Wilder 913-551-7161 wilder.leeanna@epa.gov Liaison for other Professional Organizations Oscar Williams 816-997-6939 oscar.williams2@va.gov Membership Barry Owens 816-823-1593 owensbarryj@yahoo.com Program and Technical Laura Logan 816-823-4530 laura.logan@kcc.usda.gov Connie Smith 816-926-3646 constance.smith@kcc.usda.gov Publicity/Website Chuck Koelsch 816-823-1196 chuck.koelsch@ocio.usda.gov Website Steven E. Bell 913-649-7461 SteveB019@aol.com