President’s Message – February 2019

Sherri Voigt, CGFM, CPA

Our February lunch meeting is set for February 28 and features an overview of
the recent water rate increases in the City of Madison. Coming up soon, there is a free members-only webinar through AGA National on March 14. This is a great chance to grab 1 CPE on a leadership topic. Register at:
https://www.agacgfm.org/Webinars/2018-2019-Webinars/Leadership-(1).aspx.

I would like to take a moment to welcome our newest chapter members, those
who have joined this program year. A warm AGA welcome to Patricia McDermott, City of Madison, Ron Aumann, City of Marshfield, Alicia Miller, WI Dept of Financial Institutions, Sylvia Kmiec, UW Madison, Rodney Dole, UW System Administration, and Nickolaus Schuster, WI Public Service Commission.

We are in the final stages of getting the May 8 Annual Symposium schedule
finalized. We plan to send out the final brochure by the end of February.
**save the date**

Next month is March…and that means it is CGFM Month!!! All Certified
Government Financial Manager credential holders can attend the lunch meeting for free. We have a signed proclamation from the City of Madison and are working on the Governor’s proclamation. The CGFM program is celebrating 25 years this year.

Sherri

🐱 =^..^=

Luncheon Speaker – February 2019

Jeff Stanek has been the chief financial officer for the City of
Madison Water Utility since January 2019. His primary
responsibilities consist of the overall financial management for the
utility including oversight of financial reporting, rate-case proceedings
and compliance with accounting and regulatory standards. Prior to
the Water Utility, Jeff was a senior manager with the accounting and
advisory firm, Baker Tilly, for twelve years where he specialized in
providing financial audit and consulting services for public electric,
water and wastewater utilities throughout the United States. He is a
certified public accountant (CPA) and attained his BA in accounting
and finance from the University of Wisconsin – Eau Claire in
December 2006. In his personal time he enjoys biking, hiking, skiing,
golfing and various other outdoor activities.

February 2019 Luncheon Meeting – Thursday, February 28th

Welcome Members/Non-Members
Thursday, February 28th
Lunch Meeting

TOPIC: City of Madison Water Utility Rate Hike

SPEAKER: Jeff Stanek, Chief Financial Officer, City of Madison Water Utility

REGISTRATION: 11:30 a.m.

LUNCH: 11:45 a.m.

COST: $6 for Members, $12 for Non-Members

PLACE: Concourse Hotel, 1 West Dayton Street, Madison (in the room behind
Starbuck’s)

MENU:  Meals do not include soda, coffee, or tea

  • Salad Bar – variety of salads, toppings, breads, soups
  • Cates Grass-Fed Burger – grass-fed beef with fries and
    homemade pickles

RESERVATIONS:  Register below, or contact Sherri Voigt by 9:00 a.m. Monday, February 25, 2019 with your name, membership status, and meal choice (for carpoolinginformation) at (608) 576-6473 or by email .

**Space is limited to 24 people**

President’s Message – January 2019

Sherri Voigt, CGFM, CPA

Welcome to winter!

We have two training events coming up. January 24 is the Annual Tax Update Luncheon. On February 6 we are hosting the AGA national webinar on GASB updates.

We are in the final stages of getting the May 8 Annual Symposium schedule finalized. We plan to send out the final brochure at the beginning of February. **save the date**

As always, if you have any topic or speaker suggestions, feel free to send them to Education Chair Mary Laufenberg.

Sherri

🐱

=^..^=

GASB Update – Webinar February 6, 2019

Wednesday, February 6
Webinar

February 6 | 1–2:50 p.m. | 2 CPE

Topic:  GASB Update

Program Level:  Overview
Prerequisite:  None
Advance Preparation:  None Required
Field of Study:  Accounting (ACCG)

This webinar will highlight recently issued standards, due process
documents, and recent GASB activities on the following topics:

  • Leases
  • Financial reporting model and conceptual framework
  • Revenue and expense recognition
  • Public private partnerships
  • Note disclosures
  • Conduit debt
  • Subscription-based information technology arrangements
  • Fiduciary activities

Speakers

  • David Vaudt, Chairman, GASB
  • David Bean, Director of Research and Technical Activities, GASB
  • Lisa Parker, Senior Project Manager, GASB
  • Roberta Reese, Senior Project Manager, GASB
  • Scott Reeser, Supervising Project Manager, GASB

REGISTRATION:  12:30 p.m. – Webinar 1:00 p.m.

COST:  Free for Members, $10 for Non-Members

PLACE:  UWSA Service Center, 660 West Washington Ave

Register below or by e-mail by 1 pm on Monday, February 4, 2019.

Note: The AGA Chapter signs up for a single-site group webinar license.  We  can only award CPE for on-site attendance.

January 2019 Luncheon Speaker

About This Month’s Speaker

EXPERIENCE

Bart is a Tax Senior Manager for BDO Wisconsin with more than twenty years of public accounting experience, serving both the Milwaukee and Madison offices.   In his role, Bart utilizes his knowledge serving clients in tax compliance and planning work for corporations, partnerships, not-for-profits and individual taxpayers. His client base is predominantly in  manufacturing, high tech and life sciences and have multistate and international
complexities.

In addition to traditional compliance work, Bart completes a number of functions including representation of taxpayers before the federal and state government agencies of taxation;  aiding companies during the initial start-up process; and working with State and local assessing agencies to help minimize personal property and real estate tax.

PROFESSIONAL AFFILIATIONS

American Institute of Certified Public Accountants

Wisconsin Institute of Certified Public Accountants

EDUCATION

B.B.A., Accounting, University of Wisconsin-Madison

January 2019 Luncheon Meeting – Thursday, January 24, 2019

Welcome Members and Non-Members

Thursday, January 24, 2019
Lunch Meeting

TOPIC:  Annual Tax Update

SPEAKER:  Bart Halderson, Senior Manager, Tax, BDO

REGISTRATION:  11:30 a.m.

LUNCH:  11:45 a.m.

COST:  $6 for Members, $12 for Non-Members

PLACE:  Babe’s Restaurant, 5614 Schroeder Road, Madison, WI 53711  

MENU:  Meals served with house cut pub fries and include soda, coffee, or tea.

  • Cheeseburger with cheddar cheese
  • Caprese Chicken Sandwich – grilled chicken breast,
    tomato, fresh mozzarella, pesto mayo, balsamic
    reduction, toasted ciabatta
  • Club Sandwich – three layers of whole wheat toast
    with ham, turkey, bacon, lettuce, tomato, and mayo

RESERVATIONS:  Register below or contact Sherri Voigt by 9 a.m. on Tuesday, January 22, 2019 with your name, membership status, meal choice (and for carpooling information) at (608) 266-2814 or e-mail.

NEW MEMBERS FIRST LUNCHEON MEETING IS FREE!

December Webinar Rescheduled – Internal Control

Internal Control

Ensuring Effective Quality Management of the A-123 Program

December 18 | 2–3:50 PM ET | 2 CPEs | FOS: AUD

Program Level: Overview
Prerequisite: None
Advance Preparation: None required
Field of Study: Auditing (AUD)

IMPORTANT: Due to National Day of Mourning and Federal government offices closing on Wednesday, Dec. 5, this webinar has been rescheduled for Tuesday, Dec. 18. All current registrants will be notified as soon. 

Financial leaders responsible for Risk and Control programs will discuss steps they are taking and tools they use to ensure quality in their organization’s A-123 programs to avoid surprises and increase efficiency and effectiveness of risk and control assessments.

Speakers

  • Mike Wetklow, CGFM, CPA, Deputy Chief Financial Officer and Division Director, NSF
  • Mark A. Krieger, CPA, Director, Office of Finance, USPTO

Moderator

  • Daniella Datskovska, Director, TFC Consulting Inc.

REGISTRATION: 12:30 p.m. – Webinar 1:00 p.m.

COST: Free for Members, $10 for Non-Members

PLACE:  UWSA Service Center at 660 West Washington Ave, 2nd floor

Register below or by e-mail to Sherri Voigt by 1 pm on Friday, December 14, 2018.

Note: The AGA Chapter signs up for a single-site group webinar license. We can only award CPE for on-site attendance.