Forty-First Accounting and Financial Management Conference

AGA Southern Wisconsin Chapter
Forty-First Accounting and Financial Management Conference

Wednesday, May 9, 2018

University of Wisconsin
Union South
Varsity Hall 2
1308 West Dayton Street
Madison, WI 53715

7:30 a.m. Registration
8:00 a.m. – 4:00 p.m. Conference

Objective: The intended audience is financial managers, controllers, treasurers, auditors and IT personnel whose responsibilities involve governmental accountability and financial management. This conference is designed to enhance understanding of some of the problems encountered today in the public sector, inform of public policies and emerging issues, and provide managerial techniques to affect positive changes. The 41st Annual Accounting and Financial Management Conference continues the Association of Government Accountant’s commitment to a planned program of professional education and development for public sector financial managers.

Full brochure: AGA Southern Wisconsin Chapter Annual Symposium

CPE Credits: 7.0 hours

  • AGA Member $40
  • Non-Member $80
  • Retired AGA Member $30

Registration Deadline: April 24, 2018


No refunds or cancellations will be accepted after April 24, 2018. Substitutions are permitted.

Note: Fees include breakfast rolls, beverage, luncheon with dessert, and afternoon refreshments.

Register by mailing completed registration form, or on-line below:

Registration Contact: Sherri Voigt at 608-576-6473 or

For Symposium content questions and specific dietary requests, contact Mary Laufenberg at 608-438-8338 or

Be the first to know about news and training opportunities from AGA Southern Wisconsin Chapter.  Subscribe to our news blog in the right-hand column above.

March is CGFM Month

For the past twelve-years, thanks to the initiative and dedication of AGA regional and chapter leaders, state and local governments have been declaring March CGFM month. This project has been a great example of AGA leadership and teamwork and continues to help spread the word about the CGFM Program. Your AGA Southern WI Chapter is proud to continue this tradition in 2018.

Visit the national AGA website for more information on the Certified Government Financial Manager (CGFM) certification.

Official Southern Wisconsin Chapter AGA “March is CGFM
Month” Proclamations: |
State of Wisconsin- Governor Walker 
and City of Madison- Mayor Soglin

Governor Walker Proclamation
Governor Walker Proclamation
2018 Mayor Soglin CGFM Proclamation
Mayor Soglin Proclamation

April 11, 2018 Webinar – Beyond the Code: Ethics in The Real World

Beyond the Code: Ethics in The Real World

April 11 | 1–2:50 p.m. CT | 2 CPEs | FOS: BETH

This innovative and interactive presentation taps the fields of neuroscience, psychology and even biology to understand the point where science, emotion and critical thinking interact. Instead of critiquing how our minds are supposed to work, we will delve inside the fascinating world of how our minds actually work when we face difficult dilemmas with competing goals. The audience will experience startling, interactive experiments that reveal how we miss the obvious and how our minds conjure up false perceptions out of thin air. We will review why outdated ethical models centered around rule-based codes have failed and what research indicates does improve individual and organizational ethical reasoning.

This session offers a powerful, live EEG demonstration (visual representation of brain activity) allowing attendees to witness the cognitive patterns associated with ethical reasoning.

Major subjects:

  • Why model codes of ethics fail
  • The science behind organizations’ “ethical DNA”
  • Understanding the psychology behind “tone at the top”
  • The interaction between critical thinking and ethics
  • Breaking myths about motivation related to decision-making
  • Ethical decision-making under pressure
  • Are ethics and morals “fixed” or can we learn to improve

Attendance is free to the first 30 people who register.  Register below OR e-mail to register. (A wait list bill be created if more than 30 sign up.)

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


Be the first to know about news and training opportunities from AGA Southern Wisconsin Chapter.  Subscribe to our news blog in the right-hand column above.

President’s Message – March 2018

Sherri Voigt, CGFM, CPA

Welcome to CGFM Month! Every March, our chapter requests and receives proclamations from the Governor and Madison Mayor declaring March is CGFM month. If you have ideas on another municipal government that we should reach out, please let us know; we would be happy to reach out to other areas in the state of Wisconsin. For more information on the Certified Govenerment Financial Manager certification, please visit the AGA National website at

We have a busy spring with quite a few CPE offerings. Please view the calendar of events. There is also a free members-only webinar on March 15 that National should have sent notices about.

This month is also an opportunity to highlight the career of one of the chapter’s first CGFM members. David Mellem has retired with over 50 years of federal service. I encourage you to see the related articles in the March newsletter.

I look forward to seeing you at one of the upcoming training sessions!


🐱🐱 =^..^=

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


Be the first to know about news and training opportunities from AGA Southern Wisconsin Chapter.  Subscribe to our news blog in the right-hand column above.

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.