AGA New Chapter Formation Meeting

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AGA New Chapter Formation Meeting
2
Agenda

• Introductions
• New Chapter Process
• Chapter Operations
• Officers
• Participation in Chapter Recognition Program
• Resources Available from National
• Committees
• The Value of AGA Membership Getting Involved
  and Getting Connected

3
Agenda

• AGAs Governance Structure
• Overview
• National Executive Committee
• Committees and Boards
• National Board of Directors
• National Office
• AGA on the Internet

4
New Chapter Process

• Complete Membership Applications
• Sign the Petition -- Request a New Chapter
• Formal Approval by the National Executive
  Committee
• Birth of a NEW Chapter - Presentation of AGA XYZ
  Chapter Charter

5
Chapter Operations
Officers

• President
• President-Elect
• Treasurer
• Secretary

6
Chapter Operations
Chapter Recognition Program
Provides a Framework for Chapters to Follow for
Successful Operations...

• Chapter Administration
• Chapter Meetings
• Newsletter
• Chapter Education Events
• Chapter Membership
• Chapter Community Service
• Chapter Awards Program

7
Chapter Operations
Resources Available from National

• Chapter Recognition Program Manual
• Membership Manual
• Code of Ethics Manual
• Community Service Manual
• Model Chapter Bylaws
• National Bylaws
• Newsletter Editors Manual/Website
• Internet Handbook
• National Leadership Directory
• Members Only Website

8
Chapter Operations
Resources Available from National

• Bulk Membership Applications and Brochures
• Member-get-a-Member Recruitment Brochures
• Journal of Government Financial Management
• Government Financial Management Topics
• Community Service Program Brochures
• Upcoming Conference Brochures
• CGFM Program Brochure/Applications
• Early Career Membership Brochures/Posters
• Code of Ethics Brochures

9
Chapter Operations
Committees

• Programs
• Education
• Community Service
• Meeting Arrangements
• CGFM Coordinator
• Awards
• Newsletter

10
Chapter Operations
Committees

• Chapter Recognition
• Chapter History/By Laws
• Mentoring
• Web Page Administrator

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The Value of AGA Membership

• AGA Membership Keeps You Connected

• AGA Connects You With
• Networking Opportunities
• Education and Training
• Professional Certification
• Professional Development
• Standards and Research

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The Value of AGA Membership

• Networking Opportunities
• Being a member of the only association
  representing all the disciplines in government
  financial management
• Knowing leaders in government financial
  management profession
• Networking with peers and colleagues

13
The Value of AGA Membership

• Education and Training
• National Conferences
• Professional Development
• Federal Leadership
• State Local Government Leadership
• Niche

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The Value of AGA Membership

• Education and Training
• Chapter Events
• PDCs
• Seminars
• Workshops
• Monthly Meetings

15
The Value of AGA Membership

• Education and Training
• CGFM Courses
• Academy for Government Accountability
• Journal CPE Online
• Internet Courses
• Self-Study Courses

16
The Value of AGA Membership

• Professional Certification - Certified Government
  Financial Manager
• New rules of government accountability call for
  financial managers who have a broad knowledge of
  the government environment . . . the BIG Picture

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The Value of AGA Membership

• Professional Certification Certified Government
  Financial Manager
• CGFM provides the only certification specifically
  designed for financial management professionals
  working in and for government

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The Value of AGA Membership

• Professional Certification - Certified Government
  Financial Manager
• To Become Certified
• Education
• Experience
• Examination

19
The Value of AGA Membership

• Professional Certification - Certified Government
  Financial Manager
• To Stay Certified
• Adhere to AGAs Code of Ethics
• Obtain 80 CPEs every 2 years
• Pay renewal fee every year

20
The Value of AGA Membership

• Professional Development
• Building leadership skills as a Chapter and/or
  National Officer, Committee/Board Chair and/or
  Member
• Developing communications skills as a national,
  regional and chapter speaker

21
The Value of AGA Membership

• Professional Development
• Having access to individuals working at
  governments highest levels
• Learning methods and techniques used by other
  financial managers to solve work-related problems
  and challenges

22
The Value of AGA Membership

• Professional Development
• Receiving scholarships for you or your family
  members
• Using your unique financial management skills for
  community service activities
• Receiving professional recognition by peers and
  colleagues

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The Value of AGA Membership

• Professional Development
• Writing articles on new ideas and best practices
  in government financial management
• Receiving The Journal of Government Financial
  Management to obtain information on current
  events, ideas and best practices in the
  government financial management profession

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The Value of AGA Membership

• Professional Development
• Receiving Government Financial Management TOPICS
  to keep abreast of AGA and Chapter activities and
  events
• Receiving local Chapters monthly newsletter to
  stay abreast of local activities and events

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The Value of AGA Membership

• Professional Development
• Receiving AGA Today online to stay on top of
  government financial management activities and
  events
• Having access to job opportunities through AGAs
  online Job Bank

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The Value of AGA Membership

• Standards and Research
• Making contributions to the profession by
• Commenting on government financial management
  standards
• Conducting and publishing research on government
  financial management

27
AGAs Governance Structure
Overview

• Members can actively participate in association
  activities through membership in over 100
  chapters throughout the world.
• AGA members are represented at the national level
  by a Regional Vice President and by their Chapter
  President, both of whom serve on AGAs National
  Board of Directors (NBD).

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AGAs Governance Structure
Overview

• The 15-member elected National Executive
  Committee (NEC) is tasked with ensuring the
  policies and objectives of the Association are
  implemented in accordance with the directors of
  the Board of Directors.
• Each national officer of the Association is
  selected based on nominations made by chapters
  and individual members, so that they represent
  member needs to the fullest.

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AGAs Governance Structure
Overview

• Daily operations are handled by a full-time staff
  located in Alexandria, Virginia under the
  direction of an Executive Director who reports to
  the National Executive Committee.
• More than 300 members serve on AGA volunteer
  committees. These committees participate in a
  variety of activities that assist the NBD, NEC
  and National President in carrying out the
  programs and operations of the Association.

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AGAs Governance Structure
Overview

• Committee work includes such activities as
  developing conferences and educational and
  training workshops, commenting on legislation,
  and promoting community service.
• Active participation in an AGA chapter and
  national committee can lead to important
  volunteer leadership positions within AGA.

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AGAs Governance Structure
2001-2002 National Executive Committee

• National President Richard J. Norment, CGFM
• National President-Elect William Anderson, CGFM
• Treasurer Eva Williams, CGFM
• Immediate Past National President WA Bill
  Broadus, Jr. CGFM
• Senior Vice Presidents Bobby Derrick, CGFM -
  Paul Bognaski, CGFM Barbara Gladfelter, CGFM -
  Warren L. Walch, CGFM Jeanne Erwin Jeff Hart,
  CGFM Russell Hinton, CGFM William A.
  Morehead, CGFM Cynthia T. Osga, CGFM
• Treasurer-Elect - Richard Bunce, Jr. CGFM
• Executive Director - Charles W. Culkin, CGFM

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National Committees and Boards
AGAs Governance Structure

• Awards
• Bylaws Procedures
• CGFM Board
• Academy Board
• Emerging Issues
• Ethics Board
• Federal Leadership Conference
• Finance Budget
• Financial Standards Board

• International Development
• Journal Editorial Board
• Long Range Strategic Planning
• Nominating
• PDC
• State Local Government
• State Local Leadership Conference

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National Board of Directors
AGAs Governance Structure

• National President
• National President-Elect
• Treasurer
• Members of the National Executive Committee
• Regional Vice Presidents
• Chapter Presidents
• Immediate Five Past National Presidents
• Remaining Past National Presidents (Ex-officio
  without vote)
• Immediate Five Past National Treasurers
• Remaining Past National Treasurers (Ex-officio
  without vote)
• Treasurer-Elect (Ex-officio without vote)
• Executive Director (Ex-officio without vote)

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National Office Staff
Toll Free 1.800.AGA.7211 Phone
1.703.684.7305 Fax [phone] http\\www.a
gacgfm.org

• Jennifer Root
  Director of
  Meetings Expositions - ext. 204
  jroot_at_agacgfm.org
• Sebrina Bridgers
  Administrative
  Assistant ext 100 sbridgers_at_agacgfm.org
• Karmin Reese
  Meetings
  Assistant ext 207
  kreese_at_agacgfm.org
• Wynetta Jones
  Professional
  Certification Administrative Assistant
  ext 310 wjones_at_agacgfm.org
• Katya Silver
  
  Director of Professional Certification
  Administration ext 313
  ksilver_at_agacgfm.org
• Catena Hardy
  
  Customer Satisfaction Representative ext 205
  chardy_at_agacgfm.org
• Eraina Lindsey
  Customer
  Satisfaction Representative ext 206
  elindsey_at_agacgfm.org
• Gail Perez
  
  Accounting Assistant ext 102
  gperez_at_agacgfm.org
• Chris Camara 541.242.0571
  
  Copy Editor
  camara100_at_aol.com

• Charles W. Culkin, Jr., CGFM
  Executive Director -
  ext. 211
  cculkin_at_agacgfm.org
  
• Lisa Thatcher
  Assistant
  to Executive Director - ext. 212
  lthatcher_at_agacgfm.org
• Winston Myree
  
  Director of Finance Admn - ext. 101
  
  wmyree_at_agacgfm.org
• Susan Fritzlen
  
  Deputy Executive Director of Programs - ext. 210
  sfritzlen_at_agacgfm.org
• Joan Schwartz
  Deputy
  Executive Director of Professional Certification
  ext 311
  jschwartz_at_agacgfm.org
• Michelle Carmichael
  Marketing
  Manager - ext. 202
  mcarmichael_at_agacgfm.org
• Orlandrus Hadley
  Membership Assistant -
  ext. 201 ohadley_at_agacgfm.org
  
• Lin Latham
  
  Director of Education - ext. 209
  llatham_at_agacgfm.org
• Marie S. Force
  
  Director of Communications 904.292.2497
  
  mforce_at_agacgfm.org
• Jennifer Curtin
  
  Public Affairs Manager and Webmaster
  jcurtin_at_agacgfm.org

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AGA on the Internet

• www.agacgfm.org

• Features
• Online CPE Opportunities - CPE Online
• Chapter News/Education Events
• Conference Information/Registration
• Renew/Join Online/Address Updates
• Job Listings
• Up-to-date News of the Field
• CGFM Information/Sign-up Form
• Financial Management Links
• Join an AGA Committee
• AGA Store - Merchandise and more..