Category: Training

Enterprise Risk Management – ERM 101
Bradley R. Grams
Chair, AFERM Volunteer Committee

How Government Bonding Affects Your Life
David Erdman, Managing Director
Baker Tilly Municipal Advisors

Emotional Intelligence Post-Covid
Tony Scardino
AGA NGB Member-At-Large

Leadership Reflections
Tony Scardino
AGA NGB Member-At-Large

Fraud: Internal Controls and Fraud Risk Management
David Minch, Partner
Amber Tigert, Senior Auditor
KerberRose

46th Annual Accounting and Financial Management Conference

Wednesday — May 8, 2024
8:00 am-3:30 pm

University of Wisconsin – Union South
1308 West Dayton Street
Madison, WI 53715

6.5 CPE CREDIT HOURS AVAILABLE

Topics Include:

• Leadership in Financial Management
• How Government Bonding Affects Your Life
• Enterprise Risk Management (ERM)
• Emotional Intelligence
• Fraud: Internal Controls and Fraud Risk Management

Download the Full Brochure

Prerequisites: None
Advanced Preparation: None Required
Delivery Method: In Person
Program Level: Overview
Registration Fee: AGA Member $50 | $30 Retired Member | Non-Member $100

Registration & Payment

** Registration deadline is April 23, 2024**
After the registration deadline, there are no cancellations, only substitutions.
SPACE IS LIMITED TO 150 PEOPLE

Register on-line below, or print and mail the registration in the brochure. Contact Sherri Voigt:

If you have multiple people to register for your agency, you may send one list via email for all names. Please include name, e-mail address, member status, and indicate if you would like an invoice sent.

Here are the presentation handouts from the 45th Annual Spring Symposium

Pensions and the Current State of the Economy – Full Size
Pensions and the Current State of the Economy – 6 per page
Jordan Boehm, CPA, Clifton Larson Allen LLP

Effective Risk Assessment, Risk Management and Audit Planning – Full Size
Effective Risk Assessment, Risk Management and Audit Planning – 6 per page
Jim Kreiser, CISA, CRMA, CFSA, Clifton Larson Allen LLP

Holding Yourself Accountable, Building Culture and Skills – 6 per page
Jim Kreiser, CISA, CRMA, CFSA, Clifton Larson Allen LLP

Common Reporting Errors in Governmental Financial Accounting – 6 per page
Jake Lenell, CPA, MBA, Clifton Larson Allen LLP

Upcoming GASB Pronouncements and their impact on your organization – 6 per page
Jake Lenell, CPA, MBA, Clifton Larson Allen LLP

Cybersecurity Effects and Failures (Preparedness, and Managing the Unsuspected Breach) – 6 per page
Jim Kreiser, CISA, CRMA, CFSA, Clifton Larson Allen LLP

Southern Wisconsin AGA presents

45th Annual Spring Symposium

Professional Development Training

May 10, 2023 | 8:00am-3:50pm | In Person | 7.0 CPEs

Topics Include:

• Accountability in the Workplace
• GASB Updates and Impacts
• Pensions and the Current State of the Economy
• Effective Risk Assessment and Audit Planning
• Common Errors in Governmental Reporting
• Cybersecurity Risks and Controls

AGA Member $50 | Non-Member $100|

Retired AGA Members $30

Prerequisites:                 None

Advanced Preparation:  None Required

Delivery Method:           In Person

Program Level:               Overview

Questions? Special dietary needs? Please email or call:

Sherri Voigt:

Registration & Payment

Register on-line below or contact Sherri Voigt:

If you have multiple people to register for your agency, you may send one list via email for all names. Please include name, e-mail address, member status, and indicate if you would like an invoice sent. 

Registration Deadline is April 25, 2023

After the registration deadline, there are no cancellations, only substitutions.

New! Special addition for in-person attendance–Free to attend  

(This is for State Agency Staff located in the Hill Farms State Office Building.)

Note: In person attendance will not allow for participation in the “ethical dilemmas” and other polls during the webinar; therefore, attendance will be monitored by AGA through sign-in logs for CPE credit. Questions may be submitted during the webinar through the room monitor. 

Duration: 100 minutes (2 CPE hours)

Program level: Overview

Prerequisites: None

Advance Preparation: None

Cost:   Free

Hill Farms agency staff: Conference room space is being reserved at the Hill Farms building for in person attendance, Limit: 50 

Register below or send e-mail to Sherri Voigt with membership status, payment preference (non-members) and name(s) of attendees.

Registration Deadline is Tuesday, April 11, 2023.

**conference room information will be sent after registrations are completed 
**waiting lists will be created if the room limits are reached 

New! Special addition for in-person attendance–Free to attend  

Note: In person attendance will not allow for participation in the “ethical dilemmas” and other polls during the webinar; therefore, attendance will be monitored by AGA through sign-in logs for CPE credit. Questions may be submitted during the webinar through the room monitor. 

Duration: 100 minutes (2 CPE hours)

Program level: Overview

Prerequisites: None

Advance Preparation: None

Cost:   Free

All agencies: Conference room space is being reserved at the DOA building for in person attendance, Limit: 75 

Register below or send e-mail to Sherri Voigt with membership status, payment preference (non-members) and name(s) of attendees.

Registration Deadline is Tuesday, April 11, 2023.

**conference room information will be sent after registrations are completed 
**waiting lists will be created if the room limits are reached 

New! Special addition for in-person attendance–Free to attend  

• Hill Farm Agencies – Registration Link
• All Agencies (Department of Administration Location) – Registration Link

Title: Ethical Dilemmas—You Make the Calls

Session Date and Time: April 13, 2023 1:00 – 3:00 pm CT (Virtual, via Zoom)

Description: If you said to a group of government accountability professionals, “raise your hand if you’re ethical,” every hand would go up.  Why, then, do we have ethical failures?  One answer is that not everyone recognizes it when confronted with an ethical dilemma. Another answer is that not everyone can agree on the “right” course of action to take in every situation.  This interactive webinar will explore several potential ethical dilemmas vis-à-vis AGA’s Code of Ethics to determine how and why trained and experienced government accountability professionals sometimes run afoul of our ethics principles.

Learning Objectives: After completing this session, participants will be able to:

1. Recognize the AGA’s Code of Ethics and how it can help you remain ethical.
2. Describe AGA’s ethics inquiry process and ethics enforcement process and results of recent ethics inquiries and investigations.
3. Evaluate hypothetical ethical dilemmas, whether they can result in a violation of AGA’s Code of Ethics, and propose your views about each dilemma.

NASBA Field of Study: Behavioral Ethics

Duration: 100 minutes (2 CPE hours)

Program level: Overview

Prerequisites: None

Advance Preparation: None

Cost:   AGA Members – Free

            Non-members – $10

Register below or send e-mail to Sherri Voigt with membership status, payment preference (non-members) and name(s) of attendees.

Registration Deadline is Tuesday, April 11, 2023.

Speaker Bio:

Melinda J. DeCorte, CPA, CFE, CGFM, PMP

Partner at Cotton, A Sikich Company

Melinda DeCorte has 25 years of accounting, auditing and government financial management experience. She directs, manages, and serves in a quality assurance capacity for financial statement audit engagements conducted in accordance with Government Auditing Standards (GAS) and American Institute of Certified Public Accountants (AICPA) auditing standards. She also has extensive advisory experience for multiple governmental agencies, primarily focusing on internal controls and risk assessments, financial statement preparation, financial system implementation, and evaluating agencies for audit readiness and compliance with internal control standards and generally accepted accounting principles.

In addition to client engagements, Melinda’s corporate leadership roles include serving on the Sikich LLP Executive Board and overseeing the Sikich federal audit practice.

Ms. DeCorte is an active member of the AGA (formerly known as the Association of Government Accountants) and she also served on the advisory council to the GAO in updating the Standards for Internal Control in the Federal Government. She has authored several articles in the AGA Journal of Government Financial Management and the American Society of Military Comptrollers (ASMC) Armed Forces Comptroller. A former adjunct professor at the University of Virginia (introductory and intermediate accounting principles), Ms. DeCorte regularly speaks on ethics, audit, and internal control at professional development conferences and training seminars

.

Title: Cybersecurity and Supply Chain Risk Management
Speakers: Tyler Carlin, Mike Lane, and Will Walsh – KPMG Advisory

CPE Credits: 1.0 credit
Subject Area: Information Technology

Date: Thursday, November 10, 2022, 9:00 – 10:00 a.m. CT

Cost: Free to members and non-members

Instruction Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None

This webinar is presented by your local AGA Chapter and supported by our members. Please consider joining AGA Southern Wisconsin today.

Registration deadline is Tuesday, November 8, 10:00 a.m.
Limit: 75 people

Register on-line below or by email to Sherri Voigt.

State and Local Government Emerging Issues
R. Kinney Poynter, CPA, Executive Director-
National Association of State Auditors, Comptrollers, and Treasurers (NASACT)

When: Wednesday, April 20, 2022, 1:00-2:40 pm Central Time
Prerequisites: None
Advanced Preparation: None
Field of Study: FIN
Delivery Method: Group Internet Based
Program Level: Overview

Objectives:

1. Provide an overview of current trends and issues for state and local governments
2. Help attendees locate useful websites for collected data

Participants will earn 2.0 CPE credits

Cost:

• Free for AGA members
• $5.00 for non-members

Registration deadline is Monday April 18, 5 pm
* Limit: 75 people (a wait list will be created if the limit is reached)*

Register via email to [email protected] or here:

About the Presenter 

R. KINNEY POYNTER, CPA, NASACT Executive Director 

Kinney Poynter is the Executive Director for the National Association of State Auditors, Comptrollers, and Treasurers (NASACT). In this capacity, he is responsible for the overall operations of NASACT as well as the programs of the National Association of State Comptrollers and National State Auditors Association. NASACT is a professional organization whose mission is to assist state leaders to enhance and promote effective and efficient management of governmental resources. Kinney has been with NASACT since 1989, previously serving as the association’s Deputy Director and various other positions. 

In addition to his experience with NASACT, he has been a partner of a local public accounting firm in Lexington, Kentucky, and a principal auditor with the Kentucky Auditor of Public Accounts, where he conducted financial, performance, and investigative audits on state agencies and local governments. 

While in public practice, he performed single audits on various nonprofit organizations. 

Kinney has BS and MS degrees in accounting from the University of Kentucky and is a Certified Public Accountant (CPA). He is a member of the American Institute of Certified Public Accountants (AICPA) and the Association of Government Accountants (AGA). He previously served on the AICPA Governing Council. He is also a member of the Kentucky Society of Certified Public Accountants, where he has served as chairman of the Governmental Accounting Committee. Kinney has served as an instructor domestically and internationally on a variety of governmental accounting and auditing issues.