Inside this issue January 2020 Footnotes:
January Audio Conference Speakers
During this webinar, we will be discussing some of the challenges and best practices of Uniform Guidance since its implementation days. What are some of the most common challenges local, state, feds and/or NGOs are facing when implementing Uniform Guidance. While the intent was to streamline administrative and improve “performance, transparency, and oversight for Federal Awards,” some areas remain for many organizations receiving federal funding to overcome, i.e. administrative burden, contractor vs. sub-recipient relationship, determining portion of federal funding, etc
Bert Nuehring, CPA
Partner, Crowe
Mr. Nuehring is a partner with the public accounting, consulting and technology firm of Crowe LLP. Mr. Nuehring has been in the public accounting profession for over 30 years and has been responsible for planning, administering and supervising audit, accounting and consulting service engagements for governmental, education and notfor-profit entities. Mr. Nuehring has extensive experience with Uniform Grant Guidance compliance, compliance auditing, performance auditing, internal auditing, Enterprise Risk Management, internal controls, federal grant administration, and standards implementation. Mr. Nuehring holds a Bachelor of Arts in Accounting and Business Administration from Wartburg College and is a certified public accountant and chartered global management accountant.
Nicole Waldeck, PMP (Invited)
Senior Policy Analyst, OMB
Nicole Waldeck is a Policy Analyst with the Office of Management and Budget (OMB), Office of Federal Financial Management (OFFM). In this role, Nicole collaborates to provide government-wide policy on the award, administration, and management of Federal financial assistance. She leads government-wide initiatives to improve Federal financial assistance policies, processes, and systems while engaging with Government and non-Federal stakeholders on key issues. Nicole is the OMB lead for the Performance Management Work Group for the Results-Oriented Accountability CrossAgency Priority Goal for the President’s Management Agenda. Nicole is currently pursuing her Master of Public Policy Degree at George Mason University and has a Bachelor of Science Degree in Finance from the University of Central Florida. She is also a certified Project Management Professional (PMP). Nicole lives in Arlington, Virginia with her husband and dog Wrigley.
President’s Message – January 2020
Sherri Voigt, CGFM CPA
We have two training opportunities in January. I look forward to seeing you out there…
The annual tax update is always interesting; feel free to share with friends and family.
We are in the final planning stages for the May Symposium. There are only a couple time slots left to fill. If you have any ideas of topics or speakers, please feel free to send the “tips” to Education Chair Mary Laufenberg at [email protected]. Even if it is just a partial idea, she can often locate a speaker to handle the subject area.
Sherri
🐱🐱
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January Luncheon Meeting – Thursday, January 23, 2020
Welcome Members & Non-Members
January 24 Luncheon Meeting
TOPIC: Annual Tax Update: Tax Year 2019
SPEAKER: Tara Guler, CPA, MST
DATE: Thursday, January 23, 2020
REGISTRATION: 11:30 a.m.
LUNCH: 11:45 a.m.
COST: $6 for Members, $12 for Non-Members
PLACE: Vintage Brewing Company
674 S Whitney Way; Madison, Wisconsin 53711
MENU: Meals served with sides as noted and beverage (soda,
coffee, and tea)
- Cheeseburger with fries
- Turkey Panini Melt with fries (Turkey, cheddar, bacon, lettuce, tomato, and
avocado ailoi pressed in sourdough bread) - Margherita Flatbread (Pesto aioli, heirloom tomato, house-made fresh
mozzarella, and fresh basil. Finished with pine nuts and a balsamic drizzle
RESERVATIONS: Register below or contact Sherri Voigt by 11 a.m. on Monday, January 20, 2020 with your name and membership status and for carpooling information at (608) 576-6473 or [email protected].
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.
Salvation Army Donations
The Salvation Army greatly needs the following items:
- Bath Towels
- Diapers – All Sizes
- Baby Bottles
- Sanitary Items
Items will be collected at luncheon meetings.
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 [email protected]
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)
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 ([email protected]) 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.
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 ([email protected]) 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:
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.
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 [email protected]
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