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Ethics Webinar – Wednesday, April 10, 2019

April 10 | 1–2:50 p.m. | 2 CPE

TOPIC: Ethics

SPEAKER: Nathan Mueller, Fraud & Ethics Awareness Speaker, Co-author of Lessons From An $8 Million Fraud

REGISTRATION: 1:30 p.m. – Webinar 2:00 p.m.

COST:  Attendance is free to the first 35 people who register. A wait list will be created if more than 35 people sign up.

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 by e-mail ([email protected]) by 1 pm on Monday, April 8, 2019.

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)

This is a real-life example of fraud and the lessons that can be learned about the importance of controls, segregation of duties, system controls, processing controls, physical safeguards, controls in a time of change and the reality of the fraud triangle. In this webinar, we will cover a number of strategies to prevent fraud including fraud awareness training, ethics training, forensic analytics, internal control framework testing, goal setting, core values, fear of failure, transparency, and positive organizational behavior and how those would have affected this fraud.

Speaker

Nathan Mueller
Fraud & Ethics Awareness Speaker, Co-author of Lessons From An $8 Million Fraud

Learning objectives:

Participants will be able to identify:

  • What was missing at ING that allowed the Fraud?
  • Lack of segregation of duties (Check Retrieval)
  • Lessons learned on prevention
  • Importance of controls
  • Physical safeguards (Checks, inventory)

 

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President’s Message – March 2019

Sherri Voigt, CGFM, CPA

We are winding down the second half of the program year with a busy schedule. Please consider one of our upcoming CPE opportunities.

  • The March lunch meeting will feature the Ice Age Trail Alliance and their trail funding partnerships with state and local government. **This is also our celebration of March is Certified Government Financial Manager month; CGFMs can attend for free!
  • April 10 is an ethics webinar. This is free to the first 35 people who register. Many certifications require annual ethics training and we strive to provide this.
  • May 8 is the Annual Spring Symposium at UW-Madison Union South. The schedule is finalized and registrations are open!

We will be collecting items for the Salvation Army at the March and April training events. See page 9 of the newsletter for more information on items they are looking for. A reminder will be included in the registration confirmation e-mails.

March is CGFM Month! We received signed proclamations from Governor Evers and Madison Mayor Paul Soglin. This year celebrates the 25th anniversary of the certification program.

Sherri Voigt, CGFM, CPA
🐱
=^..^=

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March Luncheon Meeting – Thursday March 28, 2019

Welcome Members/Non-Members

Thursday, March 28
Lunch Meeting

TOPIC:  Ice Age Trail Joint Partnership—Funding and Operations

SPEAKERS: 

Amy Lord – Outreach & Education Manager, Ice Age Trail Alliance

Kevin Thusius – Director of Land Conservation, Ice Age Trail Alliance

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

COST:  $6 for Members, $12 for Non-Members, CGFMs can attend for free!

PLACE: Vintage Brewing Co, 674 South Whitney Way, Madison, WI 53711

MENU:  Meals served with sides as noted and beverage (soda, coffee, and tea)

  •  Cheeseburger with fries
  •  Cup of Turkey Chili with a House Salad (please note dressing choice)
  •  Cup of Turkey Chili with 1/2 Turkey Panini sandwich
  •  House Salad with 1/2 Turkey Panini sandwich (please note dressing choice)
  • Cheese Flatbread

RESERVATIONS:  Register below or contact Sherri Voigt by 9:00 a.m. Monday, March 25, 2019 with your name, membership status, and meal choice at (608) 576-6473 or by email at [email protected]

Membership Status(required)

CGFM?(required)

New Member - First Luncheon?(required)

Meal Choice (indicate dressing choice in comments)(required)

 

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This Month’s Luncheon Speakers – March 2019

Amy Lord
Outreach and Education Manager

As Outreach and Education Manager, Amy is responsible for promoting the Ice Age Trail and the Ice Age Trail Alliance to a wide audience by leading outreach programs, actively engaging new and existing volunteers and developing Trail-based educational opportunities.

Fun Facts:

  • Amy’s a farm kid from southwest Wisconsin who grew up raising and showing black Angus cattle; back-to-back Grand Champions at the Richland County Fair in 1994 & 1995 (yes, that is a long time ago).
  • She operates a vacation rental farmhouse in Richland County adjacent from her parent’s farm just outside of Gotham where families can get away and enjoy life in the country.
  • Her vacations revolve around fishing, hiking, and live music, like a memorable trip to Rocky Mountain National Park and Estes Park where besides hiking, she and her husband made sure to see Tom Petty and The Heartbreakers at Red Rocks in Denver.

Kevin Thusius
Director of Land Conservation

As Director of Land Conservation, Kevin manages the Land program by protecting lands for the Ice Age Trail, monitoring Ice Age Trail Alliance easements and managing lands owned by the Alliance.

Fun Facts:

  • First conservation job involved canoeing 100 miles of the Milwaukee River – a pretty cool gig!
  • Published author of 6 scientific papers in esteemed journals such as Behavioral Ecology, on topics like vocalizations in ruby-throated hummingbirds and breeding synchrony in the common yellowthroat.
  • Tends relationships with landowners, maintaining 127 valuable handshake agreements where the Trail crosses private land.
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President’s Message – February 2019

Sherri Voigt, CGFM, CPA

Our February lunch meeting is set for February 28 and features an overview of
the recent water rate increases in the City of Madison. Coming up soon, there is a free members-only webinar through AGA National on March 14. This is a great chance to grab 1 CPE on a leadership topic. Register at:
https://www.agacgfm.org/Webinars/2018-2019-Webinars/Leadership-(1).aspx.

I would like to take a moment to welcome our newest chapter members, those
who have joined this program year. A warm AGA welcome to Patricia McDermott, City of Madison, Ron Aumann, City of Marshfield, Alicia Miller, WI Dept of Financial Institutions, Sylvia Kmiec, UW Madison, Rodney Dole, UW System Administration, and Nickolaus Schuster, WI Public Service Commission.

We are in the final stages of getting the May 8 Annual Symposium schedule
finalized. We plan to send out the final brochure by the end of February.
**save the date**

Next month is March…and that means it is CGFM Month!!! All Certified
Government Financial Manager credential holders can attend the lunch meeting for free. We have a signed proclamation from the City of Madison and are working on the Governor’s proclamation. The CGFM program is celebrating 25 years this year.

Sherri

🐱 =^..^=

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Luncheon Speaker – February 2019

Jeff Stanek has been the chief financial officer for the City of
Madison Water Utility since January 2019. His primary
responsibilities consist of the overall financial management for the
utility including oversight of financial reporting, rate-case proceedings
and compliance with accounting and regulatory standards. Prior to
the Water Utility, Jeff was a senior manager with the accounting and
advisory firm, Baker Tilly, for twelve years where he specialized in
providing financial audit and consulting services for public electric,
water and wastewater utilities throughout the United States. He is a
certified public accountant (CPA) and attained his BA in accounting
and finance from the University of Wisconsin – Eau Claire in
December 2006. In his personal time he enjoys biking, hiking, skiing,
golfing and various other outdoor activities.