March 28, 2018 Audio Conference – Cybersecurity

Wednesday, March 28th
Audio Conference
 1–2:50 p.m. | 2 CPEs

TOPIC: Cybersecurity

SPEAKER: Caleb Jones, Assistant VP Security Risk Program Manager, Alion Science & Technology

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

COST: $0 for Members, $10 for Non-Members

PLACE: Wisconsin Housing and Economic Development Authority (WHEDA)/Department of Tourism Building, 201 W Washington. Madison
WI, 53703

REGISTER:  Below on-line Or by e-mail ( by 1 pm on Monday, March 26, 2018. If you would like us to
invoice, note if you want to pay by check or credit card (We can bill through PayPal for credit card use).

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

For non-information technology personnel, cybersecurity can be a labyrinth of strange concepts, acronyms and techno-babble that is at best confusing and at worst terrifying. All of us rely on technical staff to secure our systems and data, and unless you are a trained IT professional, the details of cybersecurity will likely remain something of a mystery. However, a little familiarity with the fundamentals will go a long way. This session will provide a basic understanding of cybersecurity concepts and will empower the personnel who own the data and depend on the systems to better collaborate with their IT staff to ensure the integrity, availability and confidentially of financial data.

Learning Objectives

Participants will learn:

  • The principles of the confidentiality, integrity and availability (CIA) triad
    • We will review case studies highlighting actual incidents and relate them
      to the CIA triad
  • The principles of risk-based security assessment including the elements of
    criticality, threat and vulnerability

    • We will review examples in order to clarify why this is important to the layperson and will explain your role in this process
  • What data owners and system users can do to help their IT staff better secure
    their systems
  • We will review: 1) what questions you should be asking your IT staff, 2) what
    information you should be providing them and 3) how your business unit can
    work with the IT staff to affect a positive change in your cyber-preparedness


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February 2018 Luncheon – Thursday, February 22, 2018

Welcome Members and Non-Members

Thursday, February 22
Lunch Meeting

TOPIC: A Brief History of the Capitol; Restoration, Rehabilitation, and Preservation

SPEAKER:  Mr. Daniel Stephans

REGISTRATION:  11:30 a.m. LUNCH: 11:45 a.m.

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

PLACE:  Rigby Pub and Grill, 119 East Main Street, Madison, WI 53703


  • Rigby Burger – Aged Wisconsin cheddar cheese, onion rings, lettuce, and tomato on a brioche bun with house cut pub fries
  • California Grilled Chicken – Grilled chicken, chipotle mayo, avocado, pepper jack cheese, pickled red onion, and arugula with house cut pub fries
  • Mac n Cheese – RP pasta, aged Wisconsin cheddar sauce, tomato, red onion

RESERVATIONS:  Register below or contact Sherri Voigt by 1 p.m. on Monday, February 19, 2018 with your name, membership status, meal choice (and for carpooling information) at (608) 266-2814 or e-mail.



Member Benefit – Members can bring their supervisor to one lunch meeting a year for free!!  This is our thank you to them for supporting member activity and training.

February 2018 Luncheon Speaker

Mr. Daniel Stephans Biography:

Within the State of Wisconsin, Department of Administration (DOA), positions held include Chief State Architect, Construction Project Manager, Team Leader, Supervisor, Architectural Technical Services Section-Section Chief, and DOA’s Historic Preservation Officer.

He was the ranking architect at DOA and, by statute, a non-voting member of the State of Wisconsin Building Commission. He was directly involved with policy development and management of architectural activity associated with the State Building Program. He provided architectural services and architectural consulting services to state agencies, consultants, and other Division staff in addition to managing outside A/E contracts providing those services to the Division of Facilities Development. Directly supervised 12 staff members who were architects, engineers, and architectural technical specialists.

He provided design direction to outside professional consultants. He contributed to the determination of the level of quality of general construction in state facilities, administered A/E and consultant contracts, and managed the architectural design and construction approved as part of the State Building Program. Supervised in-house architects and professional engineers and managed multiple outside engineers and architects providing services to the state. After 25 years of service to the State of Wisconsin, he retired on June 25, 2015.

President’s Message – February 2018

Sherri Voigt, CGFM, CPA

Our January lunch meeting featuring Sarah Loose and Andrew Justl from Baker-Tilly Virchow Kraus focused mainly on the 2018 changes in the tax code. It was an interesting insight for what deductions continue or end, and what the impact is on taxpayers. Thank you to all who came. Also, an extra thank you to those who donated cash/items to the Salvation Army.

We will be hosting the AGA National webinars on March 28 and April 11. Registration details will come out in March, but hold the date if these topics will help you. Each is 2 CPE, and will run from 1:00-2:50 CT.

  • March 28 Cybersecurity
  • April 11 Beyond the Code: Ethics in the Real World

The schedule is in the final stages for our Annual Spring Symposium on May 9. Brochures will be available soon and registration details will be on our website. See page 7 of the current newsletter for a preview of topics. This day will offer 7 CPE.


President’s Message – January 2018

Sherri Voigt, CGFM, CPA

Welcome to 2018!

Our January 25 lunch meeting is the Annual Tax Update. Sarah Loose from Baker Tilly Virchow Krause will be covering any changes for the 2017 tax year, and covering some highlights of the recent tax acts that will impact the 2018 tax filing season.

We will collect items for the Salvation Army at the January lunch meeting.  Commonly needed items are:

  • Adult T-shirts
  • Diapers – All Sizes (5 & 5 needed most)
  • Baby Bottles
  • Sanitary Items
  • Men’s deodorant

Diapers are a wonderful item to donate to families in need.

Donations from prior luncheons

The AGA Southern Chapter continues to support the Salvation Army Shelter and Community Center. Thank you AGA members and non-members for all of your wonderful support, it is greatly appreciated.

Our audio conference schedule for the year kicked off in December. Check out our calendar of events for the upcoming dates. These are 2 CPE each, and are free to members.

Planning and scheduling has been taking place for the Annual Symposium. There are some great topics lined up and a training brochure will be ready next month.

Mark your calendars now: Wednesday, May 9, 2018
UW-Madison Union South

We are always looking for topic and/or speaker ideas for lunch meetings and training sessions. If you have any ideas to share, please reach out to our Education Chair, Mary Laufenberg, at

Sherri Voigt, CGFM, CPA
🐱 =^..^=

January 2018 Luncheon Speaker

Sara Loose, CPA

Sara Loose, CPA
Senior Accountant


Sara Loose, a senior accountant with Baker Tilly Virchow Krause, LLP, has been with the firm since January 2015.Sara Specializes in providing accounting and tax services to construction and real estate clients. Sara received her Masters of Professional Accountancy from the University of Wisconsin-Whitewater.

January 2018 Luncheon – Thursday, January 25, 2018

Welcome Members and Non-Members

Thursday, January 25
Lunch Meeting

TOPIC: Annual Tax Update

SPEAKER: Sara Loose, CPA, Senior Accountant, Baker Tilly Virchow Krause LLP

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,  Wisconsin 53711

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

  •  Cheeseburger with cheddar cheese
  • Grilled chicken breast on a toasted Brioche bun with lettuce, tomato, pickle, and side of mayo
  • Club sandwich – three layers of whole wheat toast with ham, turkey, bacon, lettuce, tomato, and mayo

RESERVATIONS:  Register below or contact Sherri Voigt by 1 p.m. on Monday, January 22, 2018 with your name, membership status, meal choice (and for carpooling information) at (608) 266-2814 or e-mail.


Member Benefit – Members can bring their supervisor to one lunch meeting a year for free!!  This is our thank you to them for supporting member activity and training.


December Audio Conference – Accounting & Financial Auditing Challenges/Best Practices

Welcome Members and Non-Members

December Audio Conference

 The Southern WI AGA Chapter is hosting a National Audio Conference on December 6. We pay for one group license and can certify CPE for anyone in attendance in the room. Physical attendance is required. If you would prefer to host your own session, there are group and individual registration options through the AGA National Office:

DATE:   December 6 | 1–2:50 p.m. | 2 CPEs

TOPIC:   Accounting & Financial Auditing Challenges/Best Practices

As identified in the numerous surveys, peer review reports, and inspection results produced by various accounting and audit groups, there are indications that practitioners are still trying to identify ways to effectively deal with many challenges that arise during the audit. During this webinar, the speakers will highlight a few of the challenges faced during financial statement audits of government agencies and discuss relevant standards and other resources that may be considered in addressing these challenges.


  • Wendy Payne, MPA, CGFM, CPA, Executive Director, FASAB
  • Anne Sit-Williams, CPA, Assistant Director, Financial Management and Assurance, GAO 

Moderator: Berri Davis, CGFM, CPA, Director, Financial Management and Assurance, GAO

 Learning Objectives: Participants will be able to identify:

  • various accounting and auditing issues and challenges on a government financial statement audit and
  • some of the standards and other resources that may be considered to address those challenges

DATE:         Wednesday, December 6, 2017     1–2:50 p.m.

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

PLACE:  Wisconsin Department of Transportation, 4802 Sheboygan Avenue, Room 751

RESERVATIONS:  Contact Sherri Voigt by 11 a.m. on Monday, December 4, 2017 with your name, membership status, at or register below. PayPal invoicing is available if your agency would like to use a P-Card.

Details about parking and security desk check-in will be sent a few days ahead of the event.