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President’s Message – January 2019

Sherri Voigt, CGFM, CPA

Welcome to winter!

We have two training events coming up. January 24 is the Annual Tax Update Luncheon. On February 6 we are hosting the AGA national webinar on GASB updates.

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

As always, if you have any topic or speaker suggestions, feel free to send them to Education Chair Mary Laufenberg.

Sherri

🐱

=^..^=

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GASB Update – Webinar February 6, 2019

Wednesday, February 6
Webinar

February 6 | 1–2:50 p.m. | 2 CPE

Topic:  GASB Update

Program Level:  Overview
Prerequisite:  None
Advance Preparation:  None Required
Field of Study:  Accounting (ACCG)

This webinar will highlight recently issued standards, due process
documents, and recent GASB activities on the following topics:

  • Leases
  • Financial reporting model and conceptual framework
  • Revenue and expense recognition
  • Public private partnerships
  • Note disclosures
  • Conduit debt
  • Subscription-based information technology arrangements
  • Fiduciary activities

Speakers

  • David Vaudt, Chairman, GASB
  • David Bean, Director of Research and Technical Activities, GASB
  • Lisa Parker, Senior Project Manager, GASB
  • Roberta Reese, Senior Project Manager, GASB
  • Scott Reeser, Supervising Project Manager, GASB

REGISTRATION:  12:30 p.m. – Webinar 1:00 p.m.

COST:  Free for Members, $10 for Non-Members

PLACE:  UWSA Service Center, 660 West Washington Ave

Register below or by e-mail by 1 pm on Monday, February 4, 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)

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January 2019 Luncheon Speaker

About This Month’s Speaker

EXPERIENCE

Bart is a Tax Senior Manager for BDO Wisconsin with more than twenty years of public accounting experience, serving both the Milwaukee and Madison offices.   In his role, Bart utilizes his knowledge serving clients in tax compliance and planning work for corporations, partnerships, not-for-profits and individual taxpayers. His client base is predominantly in  manufacturing, high tech and life sciences and have multistate and international
complexities.

In addition to traditional compliance work, Bart completes a number of functions including representation of taxpayers before the federal and state government agencies of taxation;  aiding companies during the initial start-up process; and working with State and local assessing agencies to help minimize personal property and real estate tax.

PROFESSIONAL AFFILIATIONS

American Institute of Certified Public Accountants

Wisconsin Institute of Certified Public Accountants

EDUCATION

B.B.A., Accounting, University of Wisconsin-Madison

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January 2019 Luncheon Meeting – Thursday, January 24, 2019

Welcome Members and Non-Members

Thursday, January 24, 2019
Lunch Meeting

TOPIC:  Annual Tax Update

SPEAKER:  Bart Halderson, Senior Manager, Tax, BDO

REGISTRATION:  11:30 a.m.

LUNCH:  11:45 a.m.

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

PLACE:  Babe’s Restaurant, 5614 Schroeder Road, Madison, WI 53711  

MENU:  Meals served with house cut pub fries and include soda, coffee, or tea.

  • Cheeseburger with cheddar cheese
  • Caprese Chicken Sandwich – grilled chicken breast,
    tomato, fresh mozzarella, pesto mayo, balsamic
    reduction, toasted ciabatta
  • Club Sandwich – three layers of whole wheat toast
    with ham, turkey, bacon, lettuce, tomato, and mayo

RESERVATIONS:  Register below or contact Sherri Voigt by 9 a.m. on Tuesday, January 22, 2019 with your name, membership status, meal choice (and for carpooling information) at (608) 266-2814 or e-mail.

NEW MEMBERS FIRST LUNCHEON MEETING IS FREE!

Membership Status(required)

Menu Selection(required)

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December Webinar Rescheduled – Internal Control

Internal Control

Ensuring Effective Quality Management of the A-123 Program

December 18 | 2–3:50 PM ET | 2 CPEs | FOS: AUD

Program Level: Overview
Prerequisite: None
Advance Preparation: None required
Field of Study: Auditing (AUD)

IMPORTANT: Due to National Day of Mourning and Federal government offices closing on Wednesday, Dec. 5, this webinar has been rescheduled for Tuesday, Dec. 18. All current registrants will be notified as soon. 

Financial leaders responsible for Risk and Control programs will discuss steps they are taking and tools they use to ensure quality in their organization’s A-123 programs to avoid surprises and increase efficiency and effectiveness of risk and control assessments.

Speakers

  • Mike Wetklow, CGFM, CPA, Deputy Chief Financial Officer and Division Director, NSF
  • Mark A. Krieger, CPA, Director, Office of Finance, USPTO

Moderator

  • Daniella Datskovska, Director, TFC Consulting Inc.

REGISTRATION: 12:30 p.m. – Webinar 1:00 p.m.

COST: Free for Members, $10 for Non-Members

PLACE:  UWSA Service Center at 660 West Washington Ave, 2nd floor

Register below or by e-mail to Sherri Voigt by 1 pm on Friday, December 14, 2018.

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)

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President’s Message – November 2018

Sherri Voigt, CGFM, CPA

Welcome to winter!

We have two training events coming up. November 28 is an AGA national webinar with a unique presentation of ethics and ow to blind spots can lead to trouble. On December 5 we are hosting the AGA national webinar on internal controls and A123.

Tax season is just around the corner…in January we have the annual tax update lunch meeting. Last year, we got an overview of the proposed changes to tax laws. This year we can learn how the implementation will be handled

The planning is full speed ahead for the May 8 Annual Symposium. Many speakers are confirmed and the agenda is shaping up well. **save the date**

As always, if you have any topic or speaker suggestions, feel free to send them to Education Chair Mary Laufenberg.

Sherri
🐱
=^..^=

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December 5, 2018 Webinar – Internal Control

Welcome Members and Non-Members

IMPORTANT: Due to National Day of Mourning and Federal government offices closing on Wednesday, Dec. 5, this webinar has been rescheduled for Tuesday, Dec. 18. All current registrants will be notified as soon. 

Wednesday, December 5, 2018 | 1–2:50 p.m. | 2 CPE
Internal Control
Ensuring Effective Quality Management of the A-123 Program

Program Level: Overview
Prerequisite: None
Advance Preparation: None Required
Field of Study: Auditing (AUD)

Financial leaders responsible for Risk and Control programs will discuss steps they are taking and tools they use to ensure quality in their organization’s A-123 programs to avoid surprises and increase efficiency and effectiveness of risk and control assessments.

Speakers

  • Mike Wetklow, CGFM, CPA, Deputy Chief Financial Officer and Division Director, NSF
  • Mark A. Krieger, CPA, Director, Office of Finance, USPTO

Moderator

  • Daniella Datskovska, Director, TFC Consulting Inc.

REGISTRATION: 12:30 p.m. – Webinar 1:00 p.m.

COST: Free for Members, $10 for Non-Members

PLACE:  UWSA Service Center at 660 West Washington Ave, 2nd floor

Register below or by e-mail to Sherri Voigt by 1 pm on Monday, December 3, 2018.

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)

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November 28, 2018 Webinar – Ethics – Escape the BlindSpot Zone

Welcome Members/Non-Members

Wednesday, November 28
Webinar
November 28 | 1–2:50 p.m. | 2 CPE

TOPIC: Ethics – Escape the BlindSpot Zone

SPEAKER: Kevin McCarthy
Inspirational Speaker, Best-Selling Author, BlindSpots, LLC

REGISTRATION: 12:45 p.m. – Webinar 1:00 p.m.

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: Regent Street Area-Exact Site To Be Determined
Details will be sent to registrants

Register below or by e-mail to Sherri Voigt by 1 pm on Monday, November 26, 2018.

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)

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November 28, 2018 Webinar Speaker

About This Month’s Speaker

Kevin McCarthy

Kevin McCarthy
Inspirational Speaker, Best-Selling Author, BlindSpots, LLC

The problem with making ethical decisions is you don’t always know you are in the middle of an ethical dilemma. Our speaker spent 33 months in a federal prison for a crime he didn’t knowingly commit because… he had blind spots. What are your blind spots doing to you? We all have numerous blind spots. They are nearly impossible to recognize if we are not looking for them.

Learners will discover how to make better decisions and enjoy richer relationships at work and home by:

  • Discovering your unconscious assumptions that are impacting your decisions and behavior
  • Learning how to quickly recognize your blind spots so you can avoid unnecessary hardships
  • Unmasking the hidden biases that creep into every decision-making process
    Learning and applying simple but effective decision-making tools