THE FEBRUARY LUNCHEON MEETING HAS BEEN CANCELLED
We regret having to cancel this month’s meeting. Please check back for future lunch meetings and training opportunities.
Monthly Footnotes – January 2019
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
🐱
=^..^=
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.
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
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!
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.
Monthly Footnotes – November/December 2018
Inside This Issue: Monthly Footnotes, November 2018
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
🐱
=^..^=
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.