Sectional Leadership Meeting Sections I and IV

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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)

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Introduction

• AGA Governance
• AGA National Office
• SVPRS
• RVP Team
• Regional Coordinators
• Local Chapters

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Introduction AGA Governance

• National Executive Committee
• National Board of Directors

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Introduction AGA Governance

• National Executive Committee Members
• National President
• National President-Elect
• Immediate Past National President
• National Treasurer
• National Treasurer-Elect

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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

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Introduction AGA Governance

• National Board of Directors Members
• National Executive Committee (15)
• Regional Vice-Presidents (14)
• Chapter Presidents (100)

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New Regional Alignment

• Eric Elefante, CGFM Section I SVPRS (incoming)
• Doreen Shute, CGFM Section IV SVPRS (incoming)

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Senior Vice-President for Regional Services
Section I

• Eric Elefante, CGFM, CPA
• ericelefanteaga_at_gmail.com

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Section I Leaders Great Lakes Region

• Justin Sponseller RVP justin.sponseller_at_dfas.m
  il
• Caren Murdock, CGFM RVP-Elect
  caren.murdock_at_tos.ohio.gov
• Jim Gillenwater, CGFM Immediate Past RVP
• jim.gillenwater_at_dfas.mil

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Section I Leaders Great Lakes Region

• Ronald Gedeon, CGFM RC Certification (2012)
• ronald.j.gedeon_at_nasa.gov
• Joyce Maleski RC Chapter Development and
  Assistance (2015)
• joyce.maleski_at_dfas.mil
• Donna Wolfe RC Education (2015)
• donna.wolfe_at_dfas.mil
• Stephanie Paschel RC Membership and Early
  Careers (2015)
• stephanie.paschel_at_dfas.mil

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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

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Section I Leaders North Atlantic Region

• Ken Sifontes RVP
• ksifontes_at_osc.state.ny.us
• Rashad Holloway RVP-Elect
• rashadholloway63_at_gmail.com

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Section I Leaders North Atlantic Region

• Margarita Stanislavskaya RC Certification
  (2015)
• mstanislavskaya_at_mercercounty.org
• David Gotlib RC Chapter Development and
  Assistance (2015)
• david.gotlib_at_dcaa.mil
• Rashad Holloway RC Membership and Early Careers
  (2015)
• rashadholl63_at_hotmail.com
• Dellareese Morton-Smith RC Accountability
  (2015) dellareese.morton-smith_at_ssa.gov
• Teri Lewis, CGFM RC Education (2015)
• teri.lewis_at_ed.gov

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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

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Section I Leaders North Central Region

• Melissa Jacobs, CGFM RVP melissa.jacobs_at_dfas.
  mil
• Vacant RVP-Elect
• Vacant Immediate Past RVP

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Section I Leaders North Central Region

• Dan Neumann, CGFM RC Certification (2014)
  daniel.neumann_at_dfas.mil
• David Mellem, CGFM RC Chapter Development and
  Assistance (2013)
• david.mellem_at_oig.hhs.gov
• Brooke Neuerman RC Education (2013)
• brooke.neuerman_at_dfas.mil
• Jamie Whitman RC Membership and Early Careers
  (2014)
• jamie.whitman_at_dfas.mil

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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

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Section I Leaders Northeast Region

• Linda Gover RVP
• linda.gover_at_dfas.mil
• Joe Valchuis RVP-Elect
• jvalchuis_at_doe.mass.edu
• Jane Gustowski, CPA Immediate Past RVP
  jgustowski_at_charter.net

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Section I Leaders Northeast Region

• Joe Valchuis RC Certification (2012)
• jvalchuis_at_doe.mass.edu
• Kathleen Still RC Chapter Development and
  Assistance (2014)
• kathie106_at_comcast.net
• David LeBlanc, CGFM RC Education (2012)
• dleblanc_at_doe.mass.edu
• Colette Cormier RC Membership and Early Careers
  (2014)
• colette.cormier_at_dfas.mil

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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

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Senior Vice-President for Regional Services
Section IV

• Doreen Shute, CGFM
• doreen.shute_at_cliftonlarsonallen.com

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Section IV Leaders Capital Region

• Kim Farington, CPA RVP
• kim.farington_at_opm.gov
• Andrew Lewis, CGFM RVP-Elect
• aclewis_at_kpmg.com
• Dennis Green, CGFM Immediate Past RVP
• dengreencpa_at_yahoo.com

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Section IV Leaders Capital Region

• Doreen Shute, CGFM RC Accountability Outreach
  (2013)
• doreen.shute_at_cliftonlarsonallen.com
• John Gioeli RC Certification (2014)
• jgioeli_at_becker.com
• Mie Miller, CGFM RC Chapter Development and
  Assistance (2014)
• miller.mie_at_gmail.com
• Tyrone Allmond, CGFM RC Education (2015)
• tallmond_at_allmondcpa.com
• Christy Beck, CGFM RC Membership (2015)
• c.r.beck_at_hotmail.com
• Lee Richardson, CGFM RC Early Careers (2015)
• lerichardson_at_deloitte.com

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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

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Section IV Leaders South Atlantic Region

• Mark Morehouse, CGFM RVP mark.morehouse_at_navy.
  mil
• Norman Adkins, CGFM RVP-Elect
• nladkinscgfm_at_yahoo.com

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Section IV Leaders South Atlantic Region

• Evelyn Anderson, CGFM RC Accountability
  Outreach (2014)
• eanders1_at_scsu.edu
• Steve Reagan, CGFM RC Certification (2015)
• stephen.d.reagan_at_uscg.mil
• Fred Hoover, CGFM RC Chapter Development and
  Assistance (2015)
• fred.hoover_at_vdot.virginia.gov
• Teresa Bordeaux RC Education (2015)
• tbordeaux_at_aicpa.org
• Brittany Renica RC Membership and Early Careers
  (2015)
• brittany.f.renica_at_uscg.mil

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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

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Section IV Leaders Southeast Region

• Karen Hale, CGFM RVP
• karen.b.hale_at_cot.tn.gov
• Joe Taylor RVP-Elect
• jtaylor_at_blounttn.org
• Cynthia Teddleton, CGFM Immediate Past RVP
• teddletonc_at_gao.gov

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Section IV Leaders Southeast Region

• Ron Queen, CGFM RC Certification (2014)
  ron.queen_at_tn.gov
• Robert Crowl, CGFM RC Chapter Development and
  Assistance (2014)
• bobpeggy_at_windstream.net
• Sandra Rudic RC Education (2015)
  sandra.rudic_at_auditor.ky.gov
• Eugene Hampton, CGFM RC Membership and Early
  Careers (2015)
• eugenehampton_at_gmail.com

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Section IV Chapters Southeast Region

• Atlanta Chapter Georgia
• Central Kentucky Chapter Kentucky
• Chattanooga Chapter Tennessee
• East Tennessee Chapter Tennessee
• Nashville Chapter Tennessee

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Topics of Discussion

• Presentation by
• National President-Elect
• Evelyn Brown, CGFM-Retired
• AGA National President 2012-2013

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Topics of Discussion

• AGA The Current and Future Outlook
• Relmond Van Daniker, DBA, CPA
• AGA Executive Director

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Topics of Discussion

• Chapter Finance 101
• Jessica Jones
• AGA Chapter Services Manager

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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?

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Topics of Discussion

• Intergovernmental Initiatives
• Relmond Van Daniker, DBA, CPA
• AGA Executive Director

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Topics of Discussion

• Chapter Leader Expectations
• Al Franklin, CGFM-Retired, CGA
• Phil Nally, CGFM

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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.

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Topics of Discussion

• Navigating the AGA Website
• Susan Fritzlen
• AGA Deputy Executive Director/Chief Operating
  Officer

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Topics of Discussion

• CGFM
• Katya Silver
• AGA Director of Professional Certification

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Workshops

• Education RCs
• Certification RCs
• Membership RCs
• Tips for Running a Successful Chapter RCs
• Accountability RCs

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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.

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