Author: admin

Posted on

This Month’s Speaker – January 2020

Tara Guler, CPA, MST

Tara Guler is a senior manager for the manufacturing and distribution team with Baker Tilly.

Baker Tilly Virchow Krause, LLP Senior Manager
10 Terrace Ct., Madison, WI 53707, United States
T +1 (608) 240 6714 tara.guler@bakertilly.com
bakertilly.com

Education

  • Masters of Science in Taxation, DePaul University (Chicago, Illinois)
  • Bachelor of Business Administration in Accounting, University of Wisconsin–Madison

Prior to joining Baker Tilly, Tara worked for a Big Four firm specializing in federal taxation. She specializes in providing tax and consulting services to manufacturing and distribution companies, with a focus on cooperatives, corporate businesses, tax compliance, accounting for income taxes, tax planning and tax department outsourcing.

Specific experience

  • Reviews various federal and state tax income tax returns for large corporations
  • Provides consulting services to cooperatives regarding tax planning ideas to benefit both cooperatives and their members
  • Participates on the NSAC tax committee, which includes presenting at local chapter and national conferences
  • Provides consulting and tax planning services for businesses and owners
  • General federal consulting services for public and privately held companies

Industry involvement

  • American Institute of Certified Public Accountants (AICPA)
  • National Society of Accountants for Cooperatives (NSAC)
  • National Council of Farmer Cooperatives (NCFC)
  • Wisconsin Institute of Certified Public Accountants (WICPA)
Posted on

January 2020 Audio Conference – Uniform Guidance

Welcome Members & Non-Members

Wednesday, January 8
Audio Conference
1:00–2:50 P.M. | 2 CPEs

TOPIC: Uniform Guidance

SPEAKERS: Bert Nuehring, CPA, Nicole Waldeck, PMP

REGISTRATION: 12:45 p.m.

COST: Attendance is free to the first 30 people who register.

PLACE: State Education Building, General Executive Facility 3 (GEF 3) 125 South Webster Street Madison, Wisconsin 53703-3474 Rm P41 (ground floor).

Register below or e-mail (sherri-aga@hotmail.com) by 1 pm on
Tuesday, January 7, 2020.

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

← Back

Thank you for your response. ✨

Membership Status(required)

Posted on

December Audio Conference – Internal Control, Controlling Your Bots

Internal Control – Controlling Your Bots
Wednesday, December 11
Audio Conference
1:00-2:50 PM CT
2 CPEs| FOS: AUDG

About this session:
Program Level: Overview
Prerequisite: None
Advance Preparation: None required
Field of Study: Auditing – Governmental (AUDG)

Robotic process automation (RPA) is starting to be a commonplace solution. We’ll explore two facets of RPA when considering internal controls: 1. How can RPA be used in supporting testing and monitoring internal controls and 2. What should we consider to make sure RPA is properly controlled when inserted into a process, including what auditors will be evaluating.

Speakers
Margaret Moon, Financial Systems Analyst, NSF
Moderators
Dave Fitz, CGFM, CPA, PMP, Partner, KPMG LLP
Sean Vineyard, Director, Public Sector Civilian Practice, 11th Hour Service

REGISTRATION: 12:45 pm – Webinar 1:00 pm

COST: $0 for Members, $10 for Non-Members
(PayPal Invoicing can be requested)

PLACE: Department of Public Instruction, GEF3 Building, 125 South Webster Street (room number sent with confirmation)

Register below or e-mail (sherri-aga@hotmail.com) by 1 pm on Monday, December 9, 2019.

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

Registration:

← Back

Thank you for your response. ✨

Membership Status(required)

Payment Option (Non-Members Only)

Posted on

This Month’s Luncheon Speaker – November 2019

Thomas W. Lynch PE, PTOE, PTP, AICP

Tom Lynch has over 25 years in the transportation planning field where his planning efforts have resulted in almost a half billion dollars of infrastructure improvements in four states. Notable Wisconsin projects include Highway 29 near Wausau, US 12 near Baraboo, and the Verona Road interchange. He currently serves as the Director of Transportation for the City of Madison. This department includes Metro Transit, Traffic Engineering, and the Parking Utility. He is an advocate for meeting our transportation needs through transferring mode share away from single occupancy vehicles and towards transit, biking, and walking. Tom has lived with his wife Melody in Madison for 27 years and has four grown children. In his free time Tom enjoys backpacking, canoeing, and biking.

Posted on

November Luncheon Meeting – Thursday, November 21, 2019

Members and Non-Members

Please join us for a lunch meeting on
Thursday, November 21, 2019, 1 CPE

 

TOPIC: The Oscar Mayer Special Area Plan and Possible Opportunities for Metro Transit

SPEAKER: Tom Lynch – Director of Transportation for the City of Madison

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

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

PLACE: Egg & I, 2501 W Beltline Hwy, Madison, WI 53713  (Located in the buildings on the frontage road between Fish Hatchery and Todd Drive)

MENU: Sandwiches served with dressed greens on side; beverage included (soda, coffee, and tea)

  • Classic Club: smoked ham, smoked turkey, sugar-spiced bacon, cheddar and Monterey jack cheese, lettuce, tomato, and mayo on grilled multi-grain
  • Arizona Turkey: smoked turkey breast on grilled sourdough with bacon, avocado, tomato, mayo, Monterey jack and cheddar cheese
  • Greek Salad: all-natural white meat chicken with house-roasted tomatoes, red onions, artichoke hearts, feta cheese, kalamata olives, diced tomatoes, and parmesan croutons with fresh mixed salad greens in an herb vinaigrette dressing

*Greek salad can be ordered without chicken

**Add meal notes in comments box or registration e-mail (such as “no onion”, “no mayo”, etc.)

RESERVATIONS:  Register below, or contact Sherri Voigt by 2:00 p.m. Monday, November 18, 2019 with your name, membership status, and meal choice at (608) 576-6473 or by email sherri-aga@hotmail.com

← Back

Thank you for your response. ✨

Membership Status(required)

Meal Choice(required)

 

Please consider subscribing to our news feed for immediate notification of upcoming meetings and training.

Posted on

President’s Message – November 2019

Sherri Voigt, CGFM, CPA

Hello All!

We have had an extended break in our program offerings, but we are back in
motion. The Chapter will host 5 webinars this year, in addition to some lunch
meetings and the annual Symposium. I look forward to seeing you at an
upcoming session!

I am sad to share the news that David Mellem, long-time chapter board member, passed away this summer. We have included his obituary and re-run the article published when he retired from federal service in this newsletter. David was committed to government accountability and service throughout his 50 year career. He was a mentor to many of us currently serving in chapter leadership roles. He will be greatly missed.

As we have been planning the agenda for the annual Symposium, a speaker
reached out to us noting that David had contacted him. His service inspiration will live on in our memories.

Sherri
🐱🐱
=^..^=

Posted on

In Memoriam – David James Mellem

In Memoriam
David James Mellem
June 25, 1945 – July 26, 2019

David J. Mellem, age 74, passed away July 26, 2019. He was born June 25, 1945 in Chippewa Falls, Wisconsin. Dave graduated from UW-Eau Claire, after which he took a job as an auditor for the Federal Government, working on programs at or associated with the U.S. Department of Health and Human
Services (HHS). This job required a move to Madison where he met and married Laurie J. Baukol in her hometown of Webster, South Dakota on May
17, 1986. Dave retired in March of 2018 after reaching the 50 year milestone
with HHS. Dave was a member of the Institute of Internal Auditors and the
Association of Government Accountants. Dave was a lifelong fan of the game
of golf, playing whenever he had a chance and watching all the major
tournaments and enjoyed watching classic movies from the 40s and 50s.

 

Posted on

November Audio Conference – Wednesday November 20, 2019

Welcome Members &
Non-Members
To the New 2019-2020
Program Year!

Wednesday, November 20
Audio Conference

November 20 | 1–2:50 pm | 2 CPEs

TOPIC: Building a Culture of Ethical Excellence

SPEAKER: Dr. Lyall Swim

REGISTRATION: 12:45 pm – Webinar 1:00 pm

COST: Attendance is free to the first 30 people who register. A wait list will be created if more than 30 people sign up.

PLACE: Department of Administration, 101 East Wilson Street, Madison, WI (room number sent with confirmation)

Register below or e-mail (sherri-aga@hotmail.com) by 1 pm on Monday, November 18, 2019.

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

An ethical crisis happens in an organization, and the normal response is to create additional rules to handle the breach and ensure that that breach doesn’t happen again. But is this the right response? Or by creating more policy – more prescription – do we actually set ourselves up for an even more catastrophic ethical breach the next time?

So if policy or prescriptive rule making isn’t the answer; what is? This webinar will look at four key actions organizations can take to build a culture of ethical excellence and develop the individual and organizational ethical muscle needed to create trust with key stakeholders.

Key Take-aways

Learn about the downsides of a compliance or prescriptive approach to ethical behavior. Gain understanding around a framework that enables you to build ethical muscle and move away from a compliance-only approach.

Learning objectives:

During the webinar you will learn the fundamentals of four tools you can use to create a more holistic approach to building a culture of ethical excellence:

1. Conducting 3 Factors audit;

2. Constructing a values hierarchy;

3. Assessing obligations; and

4. Identifying organization’s catastrophic risks.

Register On-Line:

← Back

Thank you for your response. ✨

AGA Membership Status(required)