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2024 ANNUAL PROFESSIONAL DEVELOPMENT SYMPOSIUM

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.

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President’s Message – February 2024

Just a short newsletter this month.

Of immediate interest: There is still time to sign up for the AGA National Members Only webinar on Wednesday!!!! Free to Members!!!

Setting a Clear Vision for Your Team: Lessons from an Olympic Athlete turned Executive
February 14 | 2:00–3:15 PM ET | 1.5 CPEs | FOS: PD
https://www.agacgfm.org/Training/Webinars/2023-2024-Webinars/Members-Only-3.aspx

We are actively working on getting the Symposium schedule in place. Hold the date!
Wednesday, May 8, at Union South. Once this schedule is done, we will get some webinars set up.

It is membership renewal season. They now offer the opportunity to sign up for recurring billing so you don’t have to remember each spring (but they will send an email ahead to remind you it is coming). Please consider checking your information on-line. There are a number of people with outdated addresses (email and physical). Keeping your email current ensures you are receiving all the notifications for members only events and chapter events.

Sherri

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President’s Message – October 2023

We have been a little slow out of the gate this fall, but we are starting to line up some webinars and arranging the Symposium speakers.

In the meantime, here are some AGA National training events (FREE to members)

11/16 Technology & Transformation Summit (5 CPEs)

Free to members, both in person and virtually

To find out more and/or to register, click here or copy & paste the address in your browser window

https://www.agacgfm.org/Events/TTS/Home.aspx

12/6 members only webinar – On to Live: Overcoming Challenges with Courage, Kindness and Community

December 6 | 2:00–3:15 PM ET | 1.5 CPEs | FOS: PD

To find out more and/or to register, click here or copy & paste the address in your browser window

https://www.agacgfm.org/Training/Webinars/2023-2024-Webinars/Members-Only-2.aspx

I am including some training events from other chapters with virtual opportunities

*2023 Utah AGA Fall Conference Wednesday, November 15-Thursday, November 16

16 CPEs – $175 members

https://utahaga.org/conferences#ab51f470-c122-4042-8c11-0b0dca5c2207

*28th Annual Commonwealth of Virginia Professional Development Training

December 7-8; registration opens soon; 16 CPE; $320 virtual/$270 in person (members)

https://www.agacgfm.org/Chapters/Shenandoah-Valley-Chapter/TrainingEvents/Event-Calendar/27th-Annual-AGA-Commonwealth-of-Virginia-PDT.aspx

*MD Chapter Certified Fraud Examiners

      November 15, 4 CPEs, 7 a.m.-11 a.m. central time, only $25!!!!

      Deadline is Tuesday, October 31, at midnight

https://www.cfemd.org/md-fraud-conference

Looking for a change? Here are some job announcements to check out:

Treasury Services Journey or Senior Accountant – State Controller’s Office

https://wj.wi.gov/psc/wisjobs/CAREERS/HRMS/c/HRS_HRAM_FL.HRS_CG_SEARCH_FL.GBL?Page=HRS_APP_JBPST_FL&Action=U&FOCUS=Applicant&SiteId=1&PostingSeq=1&JobOpeningId=12081

Deadline 10/26/23       There is still time to apply!

Accountant – Financial Reporting and Budget – UWSA 

https://www.wisconsin.edu/uwsa/hr/2023/10/04/accountant-financial-reporting-and-budget/

Deadline 11/12/23

Thank you,

Sherri Voigt

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Employment Opportunity – UW System Administration

UW System Administration -Financial Reporting and Budget

Salary : $60,000 – $80,500 commensurate with the candidate’s education, related experience, and qualifications.

Location: Madison, WI

POSITION SUMMARY
The Financial Services unit performs the controllership function for the University of Wisconsin System. Under the general supervision of the Assistant Controller, this position assists in areas of accounting, reporting, financial management and budget control of the University’s financial resources. Tasks involve a broad variety of accounting duties relating to monitoring and reconciling UW budget; transferring budget authority systemwide and among institutions; implementation and maintenance of UWSA financial policies and procedures. This position is responsible for preparation of financial statement journals and disclosures for inclusion in the UW System Annual Financial Report.

The performance in this position requires demonstrated ability to apply Generally Accepted Accounting Principles (GAAP) and Governmental Accounting Standards Board (GASB) reporting standards, familiarity with University of Wisconsin and State of Wisconsin fiscal rules, policies and procedures and participation in UW System financial decision making.

APPLICATION INSTRUCTIONS
To ensure full consideration, please submit application materials as soon as possible. Applicant screening will begin immediately and be ongoing through Sunday, November 12, 2023. However, applications may be accepted until the position has been filled.

https://www.wisconsin.edu/uwsa/hr/2023/10/04/accountant-financial-reporting-and-budget/
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Presentations from 45th Annual Symposium

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

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President’s Message – March 2023

Sherri Voigt, CGFM, CPA

Happy March! I love March since it is official CGFM month! Featured are the proclamations from Governor Evers and Madison Mayor, Satya Rhodes-Conway. I would like to give a “shout out” to board member Andrew Stovich, CGFM, CPA for contacting their offices to get the proclamations this year.

We will have the brochure and registration set up for the Symposium soon. This in-person session will be held at Union South on Wednesday, May 10. We are partnering with CLA and they have helped us pick out a list of topics so we can provide 7 CPE. The topic list is:

  • 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

I hope to see many of you there!

The National AGA office is offering a free members only webinar on April 5, A State of Flux – Shake Up Within Our Profession! This session runs 1-2:15 central time and is 1.5 CPE. If you haven’t registered yet, there is still time! They are also offering a free members only webinar on June 7, but the topic has not been announced yet. This session is also 1.5 CPE. I hope you are able to take advantage of this great membership benefit.

It is membership renewal season! It is also CGFM renewal time. I am sure you are aware and getting emails from the AGA National office. This year, they have added the option to select auto-renewal.

Sherri    

🐱           =^..^=

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45th Annual Spring Symposium

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.