South Atlantic. NATIONAL DIRECTOR Al Cheatham Alabama Farmers Cooperative (256)

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1 South Atlantic Summer 2013 Newsletter PRESIDENT Adam Lawrence Crowe Horwath, LLP om (317) VICE PRESIDENT H.A. Beasley H.A. Beasley & Co., PC (615) SECRETARY/TREAS. JoAnn Fuller Alabama Farmers Cooperative (256) MEMBERSHIP CO- CHAIR Dave Mereness Dearolf & Mereness, LLP (813) MEMBERSHIP CO-CHAIR KatrinaLawrence McGladrey & Pullen (407) MEMBERSHIP CO-CHAIR Tim Hamilton Regions Bank (407) NEWSLETTER CO-CHAIR Danny Long Tennessee Farmers Cooperative (423) NEWSLETTER CO-CHAIR KatrinaLawrence McGladrey & Pullen (407) NATIONAL DIRECTOR Clay Worden McGladrey & Pullen (407) NATIONAL DIRECTOR Al Cheatham Alabama Farmers Cooperative (256) YEAR DIRECTORS Jamie Bowling Agri-AFC, LLC jamieb@alafarm.com (256) Caleb Graves Tennessee Farmers Cooperative cgraves@ourcoop.com (800) Ext 8557 Adam Lawrence Crowe Horwath, LLP Adam.lawrence@crowehorwath. com (317) Danny Long Tennessee Farmers Cooperative dlong@ourcoop.com (800) Ext YEAR DIRECTORS JoAnn Fuller Alabama Farmers Cooperative joannf@alafarm.com (256) Justin Maxwell Tennessee Farmers Cooperative jmaxwell@ourcoop.com.com (800) Ext 8406 Dave Mereness Dearolf & Mereness, LLP dave@dearolf.com (813) Robbie Shields Florida s Natural Growers robbie.shields@citrusworld.com (863) Ext 3617 Page 1 of 17 3 YEAR DIRECTORS H.A. Beasley H.A. Beasley & Co., PC ha@habeasley.com (615) Al Cheatham Alabama Farmers Cooperative alc@alafarm.com (256) KatrinaLawrence McGladrey & Pullen katrina.lawrence@mcgladrey.com (407) Clay Worden McGladrey & Pullen clay.worden@mcgladrey.com (407) Message from President Gary Weindenborner, CoBank It is with great satisfaction and a little bit of relief that I write this last President s column for our chapter newsletter. Thank you for providing me the opportunity to serve as the President these past 12 months. Despite the nagging fear that under my leadership our Annual Meeting would be a colossal disaster, somehow with the help of my fellow board members the meeting came off without a hitch. Ok there may have been one or two hitches but they were very minor and hopefully they went unnoticed by the meeting attendees. Continued on Next page,

2 Continued from Prior Page The Omni Amelia Island Plantation Resort was an excellent venue for our meeting. The location was beautiful and the weather was great, with plenty of sunshine to go around. We had a great lineup of speakers who provided updates on Accounting, Auditing, Obama Care, and National Politics. We were brought up to speed on current economic events, how to work with the new millennial generation and some great insight on risk management. We had a total of 30 attendees plus a number of guests that came along to enjoy the beach and hotel. We had 9 golfers who took the personal challenge of trying to master the Ocean Links Golf Course. A total of 14 brave souls enjoyed and delightful River Cruise to explore the beautiful beaches and islands that surround Amelia Island. Countless others soaked up the sun by the pool or the ocean and took advantage of the great weather. Other than a few sunburns everyone made it back in one piece and with great experiences. For those of you that were unable to attend this year s event I encourage you to come to our annual meeting next year in Nashville, TN. It is a great way to make new acquaintances, share insight, and collect CPE s while listening to timely topics and a strong line-up of speakers. I look forward to working with our new President, Adam Lawrence, to making the 2014 Chapter Meeting just as successful as this year s meeting. Please visit and explore the many resources available to every member of NSAC. Encourage your co-workers and peers to join our chapter. A new member application is available on the homepage of Articles of Interest! Members: If you should run into anything that you think might be of interest to our Members PLEASE forward it to me and I will try to get it in our Newsletter! Pictures, hobbies or just about anything that might be appealing to share and to add interest in this publication! I think humorous stories and recipes would be of interest. Hopefully everyone will benefit either professionally or simply be entertained! My address is: Dlong@ourcoop.com. Thanks, Danny Long With Warmest Regards, Gary Weidenborner President NSAC South Atlantic Chapter Page 2 of 17

3 National Society of Accountants for Cooperatives, South Atlantic Chapter June 25, 2013 General Business Session Gary Weidenborner, Chapter President, called the 2013 annual business meeting to order at the Omni Hotel & Resort, Amelia Island, Florida. Minutes of Previous Meeting Minutes of the previous business meeting dated June 26, 2012 were approved as submitted. Director Elections: Expiring Terms: Clay Worden (FL) 2013 Katrina R. Lawrence (FL) 2013 Al Cheatham (AL) 2013 Gary Weidenborner (KY) 2013 Nominations: Clay Worden (FL) 2016 Katrina R. Lawrence (FL) 2016 Al Cheatham (AL) 2016 H.A. Beasley (TN) 2016 Mr. Danny Long was nominated to replace Frank Myers remaining year on the Board. His term would expire in Also, the Board recommended to the membership creating the position of Past President as the continuity and experience would be so beneficial to the incoming Chapter President. There were no other nominations from the floor. Nominees for terms as noted above were elected by acclamation. 2013/14 Officers and Chairs The following slate of officers and committee chairs was presented to the membership. President Vice President Sec./Treas. National Director National Director Membership Committee Newsletter Chairpersons Program Committee Time & Place Committee Early Bird Prizes Committee Activities Committee Adam Lawrence H.A. Beasley Jo Ann Fuller Clay Worden Al Cheatham Katrina R. Lawrence, Dave Mereness, Tim Hamilton Danny Long, Katrina R. Lawrence Gary Weidenborner, H.A. Beasley Katrina Lawrence, Vonnie Bailey Justin Maxwell, Joanna McClendon Katrina Lawrence, Robbie Shields Continued on Next Page Page 3 of 17

4 Publicity, Printing & Reg. Audit Committee Past President Jo Ann Fuller, Robbie Shields Danny Long, Caleb Graves Gary Weidenborner Financial Report Jo Ann Fuller, Secretary/Treasurer, provided the financial report for the year ended May 31, The report was approved as presented. Mr. Danny Long, Audit Committee presented an unqualified opinion of the Financial Statement dated April 30, His report was accepted. Dues Given the stable financial position, the Board voted to hold Chapter dues for the 2013/2014 year at $30. Meeting Location/Dates for 2013 The membership determined that the 2014 Annual Meeting will be held June 22-24, 2014 in Nashville, Tennessee. Adam Lawrence will advise the membership of the location whenever he has selected a suitable venue. Report of National Director The National Directors were unable to meet with the Chapter; Robbie Shields gave a short update including encouraging the membership to make every effort to attend the National Meeting in Charleston. He also gave an update on the National Chapter Recognition program and encouraged the membership to strive to qualify for the grand prize next year. Other Business The budget for the 2014 Annual Meeting will be $10,000. The Board also recommended that Katrina Lawrence, Danny Long and Gary Weidenborner prepare the curriculum for the 2013 program. The recommendations will be presented for final vote at the General Business Session. Vi. Other Business Gary Weidenborner, outgoing President, presented the following items from the Board of Directors Meeting to the general session: The Board recommended that an Education Committee be created to offer outside CPE opportunities. The Committee would be hubbed at Tennessee Farmers Cooperative, Alabama Farmers Cooperative and Florida s Natural due to their facilities and ability to host meetings. No individuals were appointed yet to serve as chairpersons of this committee. The Board recommended that all members continue to be active in finding items of interest for the quarterly newsletter. Continued on Next Page Page 4 of 17

5 The Board suggested quarterly conference calls continue as these have been an excellent way to communicate. Adam Lawrence, in-coming President, will coordinate these calls. There being no other business, the business session was adjourned. Jo Ann Fuller Secretary/Treasurer June 25, 2013 NSAC: South Atlantic Chapter FINANCIAL REPORT as of April 30, 2013 REVENUES: Membership Dues (Rebates) Collected 3, Prior Year Registration Fees Collected 2, Current Year Registration Fees Collected - Total Deposits 6, EXPENSES: Annual Meeting (June 2012): Refund fees - cancellation Keith Thomas Reimbursement-Meeting Exp: D. Long ('12 meeting) Smokies ('12 meeting) 4, Seiverville Golf Club ('12 meeting) Deposit to Omni Hotel ('13 meeting) 1, Deposit to Omni Hotel ('13 meeting) 5, Total Disbursements 11, Excess of Revenue over Expense (5,570.99) Cash Balance, Beginning of the Year (6/1/12) 51, Cash Balance, End of the Year (4/30/13) 45, Prepared by Jo Ann Fuller, Secretary/Treasurer Page 5 of 17

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16 Message from Newsletter Editor Co-Chair Danny Long-Tennessee Farmers Cooperative Accountants Humor NSAC Members: I have attached several pictures from Amelia Island adventure. This was a wonderful location for our Chapter Meeting as everyone will attest to. I appreciate all contributions that have been made to our Newsletter. Thanks, Robbie for all the pictures! That certainly gives it the personal touch that I think all enjoy looking at and to say I was present! Thanks to All! Danny Long Page 16 of 17

17 Do Not Forget the National Meeting in Charleston!! Page 17 of 17