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President’s Message – November 2018

Sherri Voigt, CGFM, CPA

Welcome to 2019…Well, the AGA Chapter Program Year 2019 anyhow!

We have reviewed the Symposium evaluations and used the topic areas rated high to seek out topics for this year. We are recruiting speakers for May 8, 2019 and are always willing to check out new suggestions. Any topic or speaker idea you have can be sent to education chair Mary Laufenberg to research further. (Drop her a note at: [email protected].)

This month’s newsletter features some photos and information about the Chapter Recognition Award earned last program year. For those who didn’t know, the chapter reports out on activities done during the year in 8 separate categories: Chapter Leadership Planning & Participation, Education and Professional Development, Certification, Communications, Membership, Accountability, Community Service, and Awards. This information goes to the National AGA Office as well as to our regional and sectional leadership. It is used to monitor chapter activity.

On another note, I would like to thank all the CGFMs who participated in the job analysis survey recently. This is a critical part of maintaining the professionalism and relevance of the Certified Government Financial Manager certification exams. As the AGA National Chair for the Professional Certification Board, I am honored to be part of the job analysis review and exam content update this year.

I look forward to seeing you at an upcoming chapter event!

Sherri  

🐱                                                                                                          =^..^=

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November 2018 Luncheon – Thursday, November 1, 2018

Welcome Members and Non-Members

Thursday, November 1, 2018
Lunch Meeting

TOPIC: Collecting Sales Tax from Online Retailers

SPEAKER: Cory Fish, Director of Tax, Transportation and Legal Affairs,
WI Manufacturers and Commerce

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

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

PLACE:   Location Change: UW System Administration, 780 Regent Street, Room 126.

MENU:  Lunch will be ordered from Panera.

  • Frontega Chicken Panini (warm) Focaccia bread, smoked pulled chicken, fresh mozzarella, basil, red onions, sliced tomatoes, chipotle mayo
  • Bacon Turkey Bravo Sandwich (cold) Tomato basil bread, bacon, turkey, gouda cheese, greens, sliced tomatoes, signature sauce
  •  Steak & Arugula Sandwich (cold)  Steak, pickled onions, arugula, sliced tomatoes, garlic & herb cheese spread, mustard horseradish
  • Four Cheese Grilled Cheese Country rustic bread with grilled cheese blend of cheeses. Can add sliced tomatoes, red onion, mayo, and/or spinach.
  • Please select one sandwich from the items above. If you want something added/deleted, please include that information in your reply. We will have French fries, chips, and soda to go with the meal. I would like to place the order Wednesday evening, so please reply with your new meal choice before 5 p.m. on Wednesday, October 31.

    If you know of anyone who would still like to add, please send that information with your lunch order.

RESERVATIONS:  Register below or contact Sherri Voigt by 1 p.m. on Friday, October 26, 2018 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!

Membership Status(required)

Menu Choice(required)

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November 2018 Luncheon Speaker

About this Month’s Speaker

Mr. Cory Fish serves as Wisconsin Manufacturers and Commerce’s (WMC) Director of Tax, Transportation and Legal Affairs.

Prior to joining WMC, Mr. Fish worked for the State of Wisconsin.

Most recently he worked for State Senator Alberta Darling, Co-Chair of the powerful Joint Committee on Finance, serving as her Legal Counsel.

He also advised Sen. Darling on budget and policy issues ranging from higher education and regulatory reform to natural resources and transportation.

Mr. Fish works with the legislature and state agencies to improve Wisconsin’s business climate by advocating for sensible tax policies, strong infrastructure, and a fair civil justice system.

Mr. Fish earned a B.A. from UW-Eau Claire, Summa Cum Laude, and a J.D. from the University of Wisconsin Law School, where he graduated Cum Laude. He is a licensed attorney in Wisconsin.

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Presentations from 41st Annual Symposium

Thank you to all who presented and attended AGA Southern Wisconsin’s 41st Annual Symposium on May 9, 2018.

Please find the following presentations from our speakers:

 

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Monthly Footnotes – April/May 2018

Certified Government Financial Manager (CGFM) certificate holders who were present at the March 28 CyberSecurity webinar were photographed with the signed proclamations from Governor Walker and Mayor Soglin.
Pictured (left to right): Michele McGaffin, CGFM, Joanne Schultz, CGFM, Andrew Stovich, CGFM, Sherri Voigt, CGFM, David Mellem, CGFM.

Inside this issue: Monthly Footnotes, April/May 2018

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41st Annual Symposium – Deadline is April 24, 2018

2018 ANNUAL PROFESSIONAL DEVELOPMENT SYMPOSIUM
 REGISTER TODAY!
**Deadline is April 24, 2018**

41st ACCOUNTING AND FINANCIAL MANAGEMENT CONFERENCE

CPE CREDITS: 7 HOURS
Wednesday, May 9, 2018
University of Wisconsin Union South

The Association of Government Accountants
Advancing Government Accountability

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 individuals 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 Agenda: AGA Southern Wisconsin Chapter Annual Symposium

Fees:

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

Symposium Registration Should be Received by April 24, 2018

Mail Registration: Association of Government Accountants
PO Box 1454
Madison, WI 53701-1454

REGISTER ONLINE

Registration Contact: Sherri Voigt, 608-266-2814, [email protected]

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President’s Message – April/May 2018

Sherri Voigt, CGFM, CPA

Hello AGA Members and other readers.

As we approach the end of the program year, I want to thank everyone who has attended a training session (or is registered for one of the upcoming events). We will be sending out a member survey soon to look at what types of training events and content best suit your needs. We will start planning the new program year in June.

We have just two sessions left for the year: The May 9 Symposium and a June 13 webinar on leadership (with an ethics in government focus). Please visit our website to register. Time is running out for the 7 CPE Symposium; April 24 is the deadline!

At the March 28 Cybersecurity webinar, we did a mini celebration of “March is CGFM Month” and had the signed proclamations on hand from Governor Walker and Mayor Soglin. Thank you to those in attendance for being willing to stand for a group photo.

Sherri
🐱 =^..^=

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Audio Conference, June 13 – Ethics in Leadership

Welcome Members/Non-Members

Wednesday, June 13, 2018
Audio Conference

1-2:50 p.m. | 2 CPEs

A fundamental challenge of our time is lack of ethical leadership. It has been discouraging to see the parade of public-sector officials epitomizing corruption and wrongdoing at the expense of taxpaying public. The breach of trust, brought about by various city, state and federal government officials, continues to fester animosity against governmental organizations. The remedy for public-sector corruption and likely socio-economic ramifications is not legislative controls but leadership values rooted in ethical choices. The essence of a leader is the soul from which character emanates; by successfully harnessing these character virtues, leaders emerge to ensure viability and sustainability of both the organization and society. A comprehensive model is used as the baseline to explore the needs and resulting benefits of ethical leadership. Join us to help build a socially responsible public-sector/professional partnership needed to shape our shared prosperity and regain the public trust!

Learning objectives:

  • Learn the ethical leadership model to apply the six virtues to realize the public-sector goal of preserving the public trust and the public good.
  • Develop an understanding of why earning and maintaining the public trust is vital for the viability of governmental organizations, and what role accounting and finance professionals play in building that public trust.
  • Develop an understanding of the need for good governance and how it is influenced by ethical leadership for effective risk mitigation.

TOPIC: Ethics in Leadership

SPEAKER: Kasthura Henry, Ph.D., CTP, AGA Chicago Chapter President

REGISTRATION: 12:45 p.m.

MEETING: 1:00 p.m.

COST: Attendance is free to the first 50 people who register. A wait list will be created if more than 50 sign up.

PLACE: Wisconsin Department of Health Services, 1 West Wilson Street, Madison, Wisconsin, 53703

Register on-line below, or by e-mail ([email protected]) by 3 pm on Friday, June 8, 2018.

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

Membership Status(required)

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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
Fee:

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

Registration Deadline: April 24, 2018

SPACE IS LIMITED TO 185 PEOPLE

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

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

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