THE PENCIL POINT. President s Message ABOUT THIS MONTH S MEETING. léätçwt VtÅÑuxÄÄ President

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1 THE PENCIL POINT VOLUME XXII, NUMBER IX, May FACEBOOK AGA Jackson MS Chapter ABOUT THIS MONTH S MEETING Spring Conference 8 Hour CPE Offering Friday, May 18, :30 A.M. 4:30 P.M. Topics: See attached agenda for various topics Speakers: See attached agenda for various speakers Location: Mississippi College B.C. Rogers Building Board Meeting Room Price: $135 AGA Members $175 non-aga Members Reservations: Please RSVP to Koteshya Guidry by noon on Monday 5/14/2018 at the following: Koteshya.Guidry@medicaid.ms.gov Or Call President s Message Our annual Spring Conference is almost here Friday, May 18, 2018 at the campus of Mississippi College in the BC Rogers Building Board Meeting Room. The conference will include several great speakers and topics, including Lisa Parker from GASB. Make your reservation now to attend by ing Koteshya Guidry (Koteshya.Guidry@medicaid.ms.gov). The deadline to RSVP is Monday, May 14, 2018 at Noon. There will be a silent auction at the conference with all proceeds benefiting Blair Batson Children s Hospital. National AGA will match a portion of the proceeds, so come prepared to bid! Additional information is included in this newsletter. The annual Governmental Meet and Greet event with business students attending Mississippi College held on April 12, 2018 was a great success! Thank you to Dr. Billy Morehead for organizing and promoting this event as well as Brandi Stuart, Kim McCrory, and Avis Phillips for representing our chapter and networking with the students. Thank you to our brave volunteers who showed up to work in the registration tent for the 2018 Komen Metro Jackson Race for the Cure, only for the race to be cancelled 15 minutes after registration started due to the weather. Everyone has been very gracious to volunteer for our community service events this year, and I greatly appreciate it! Mark your calendars now for our June 2018 meeting, which will be a joint meeting with the Mississippi Association of Governmental Purchasing and Property Agents (MAGPPA). The meeting will be held on Wednesday, June 13, 2018 at the Clyde Muse Center. This is their annual reverse trade show with vendors, and there will be 3 hours of continuing professional education offered at this event. Anyone attending associated with AGA will pay a fee of $17.00 (unless you are a member of MAGPPA and you don t pay). The education sessions will be offered as follows: 10:00 11:00; 11:00 12:00; and 2:00 3:00, and lunch will be provided as part of the fee. There will be a CPE sign-in sheet for each session. We will use the same reservations process as we do for our monthly meeting. More details about topics and speakers for the education sessions will be provided soon. REMEMBER: CGFM CPE requirements are 80 hours of Continuing Professional Education (CPE) every two years. léätçwt VtÅÑuxÄÄ President 1 P a g e

2 2018 AGA Spring Conference Mississippi College B.C. Rogers Building, Board Meeting Room Friday, May 18, 2018 Agenda 7:30 am to 8:00 am Light Breakfast Snacks & Coffee 8:00 am to 8:10 am Opening Remarks and Introductions 8:10 am to 9:50 am GASB Update Lisa Parker, CPA, CGMA 9:50 am to 10:00 am Break 10:00 am to 10:50 am Improving Your Career through Mentoring Kimberly Hardy, CPA/CFF 10:55 am to 11:45 am Cyber Crimes Jim Shorter 11:45 am to 12:45 pm Lunch 12:50 pm to 1:40 pm BSA & AML Regulations You Probably Have Never Heard Of Phil Hull 1:40 pm to 2:30 pm Leading Highly Effective Teams William Billy Morehead, Ph.D, CPA, CGFM, CPM 2:30 pm to 2:45 pm Break 2:45 pm to 4:25 pm Attributes of a High-Performance Government Wil Crawford, CPA & Linda Trifone, CPA, CFE 4:25 pm to 4:30 pm Closing Remarks and Adjourn JACKSON CHAPTER 2 P a g e

3 SPRING CONFERENCE Association of Government Accountants, Jackson Chapter 2018 Spring Conference 8 hour CPE Offering Friday, May 18, :30 am to 4:30 pm Mississippi College, B.C. Rogers Building, Board Meeting Room Agenda to include: Two hour GASB Update Lisa Parker Mentorship in the Workplace Kimberly Hardy Cyber Crimes Jim Shorter BSA & AML Regulations Phil Hull Attributes of High Performing Government BKD Light breakfast and full lunch provided Plus a silent auction to benefit Blair E. Batson Children s Hospital Please RSVP by NOON on Monday, May 14th Please complete and the below registration form to Koteshya Guidry at: Koteshya.Guidry@medicaid.ms.gov or call (601) You may pay at the door or mail payment to: Jackson AGA, PO Box 1445, Jackson, MS Registrations cancelled less than 7 calendar days prior to the course date will not be eligible for a refund. Cancellations received after the deadline will not be eligible for refund, however, substitutions are allowed. Name Organization Office Phone Member $135 Non-Member $175 Group Discount $135 per person (5+ registrants from any organization) 3 P a g e

4 National AGA will match a portion of the proceeds, so come prepared to bid! 4 P a g e

5 AGA Jackson Chapter CPE Program Agenda ~ July 1, June 30, 2018 DATE TOPIC CPE Hours 9/13/2017 Regular Meeting Senator Terry Burton Legislative Update 1 hour 10/11/2017 Regular Meeting Honorable Stacey E. Pickering MS Comprehensive Annual Financial Report 1 hour 11/8/2017 Regular Meeting Dr. Darrin Webb Mississippi s Economic Outlook 1 hour 12/13/2017 Regular Meeting State Treasurer Lynn Fitch An Update from the State Treasurer 1 hour 1/10/2018 Regular Meeting BKD Federal Tax Update (1 hour) and MDOR State Tax Update (1 hour) 2 hours 2/14/2018 Regular Meeting Christopher Freeze, Special Agent, FBI Jackson Division 1 hour 3/21/2018 Regular Meeting - AGA National President, James R. Arnette, Jr., CGFM, CISA 1 hour 4/11/2018 Regular Meeting Brian Pugh, Ph. D., MS Department of Finance & Administration 1 hour 5/18/2018 Spring Conference Various Topics and Speakers Detailed Agenda Attached 8 hours 6/13/2018 Regular Meeting Joint meeting with MAGPPA Procurement Updates 3 hours Total CPE Hours: 20 hours Is there a speaker or topic you would like to hear? Is there a speaker or topic you would like to hear? CPE credits you lack? Information that would be interesting or beneficial to your profession? Brandi Zuber, Education Program Chair, would like to hear from you! The AGA Jackson Chapter is committed to providing quality, affordable and convenient CPE to our members and other professionals. Brandi can be reached at brandi.zuber@osa.ms.gov or (601) P a g e

6 Member News! ~Join us in welcoming our newest member: Dewanda Burris, MS Library Commission ~The following AGA Jackson Chapter members will celebrate their membership anniversary during the month of May: Dr. Billy Morehead 32 years! Carol Allgood 24 years Deborah Gilbert 18 years Debbie Fyke 12 years James Lackey 10 years Melanie Green 9 years Jan Cragon 8 years Tawanna Carr 5 years Valencia Coleman 5 years Rosie Frazier 5 years Andrew Friday 5 years Zeddie Parker 5 years Avis Phillips 5 years Karen Thomas 5 years John Grissett 3 years Holly Fowler 2 years Jada Kirk 1 year Sabrina Silas 1 year Quintina Young - 1 year Please look for new members at the monthly chapter meetings and welcome them the Jackson Chapter of AGA! 6 P a g e

7 AGA JACKSON CHAPTER Community Service Projects Month Event Assistance Provided October/November Community Stewpot The Jackson Chapter collects donations from attendees at regular chapter meetings during the months of October and November. December 21, 2017 Santa Day - MSH Santa Day at Mississippi State Hospital will be Thursday, December 21st. We welcome volunteers for Santa and elves to hand out gift bags and bring Christmas cheer! January 27, 2018 MS Blues Marathon The annual MS Blues Marathon is scheduled for Saturday, January 27, AGA Jackson Chapter volunteers work a water station each year. April 14, 2018 Susan G. Komen Central MS Steel Magnolias Race for the Cure AGA Jackson Chapter volunteers to help with registration. May 18, 2018 Blair E. Batson Hospital Silent auction fundraiser is held at the Spring Conference each year and a portion of the proceeds are matched by AGA National. April/May 2018 The Jackson Zoo AGA Volunteer Day at the Jackson Zoo. Please contact Avis Phillips, Community Service Chair, if you have any questions or suggestions or if you would like to volunteer for any of our community service projects. Her address is avis.phillips@medicaid.ms.gov. 7 P a g e

8 School of Business A Governmental Meet & Greet Thursday, April 12, P a g e

9 Susan G. Komen Central MS Steel Magnolias Race for the Cure April 14, 2018 AGA Sectional Leadership Meeting Kansas City, MO April 19-21, 2018 Pictured are Jackson Chapter President-Elect, Kim McCrory, AGA National President-Elect, John Lynskey, CGFM, CPA, and Jackson Chapter Community Service Chair, Avis Phillips 9 P a g e

10 Treasurer s Report AGA - Jackson, MS Chapter Statement of Cash Inflows and Outflows Balance as of March 31, 2018 Program Year 2017/2018 Beginning Cash Balance from February 28, 2018 $ 17, Adjustment: Beginning Cash Balance from February 28, , Revenue: Cash & Checks AGA March 2018 Meeting $ EFT Payments for AGA February 2018 Meeting EFT Payments for AGA March 2018 Meeting Spring Conference Pre-Payments Total Revenue $ 1, Expenditures: Capital Club February Meeting $ 1, AGA Speaker Payment Silent Auction to Batson 1, Speaker Dinner and Gift Cards Total Expenditures $ 2, Ending Cash Balance as of March 31, 2018 $ 16, P a g e

11 DO YOU HAVE A FEW MINUTES? = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = Minutes of AGA Regular Chapter Meeting Wednesday, April 11, 2018 Call to Order The AGA Jackson chapter meeting was called to order at 12:01 pm at the Capitol Club by Yolanda Campbell, AGA President. Minutes Yolanda asked if there were any corrections or additions to the minutes. There were no corrections. Brandi Zuber moved to approve the minutes. Avis Phillips seconded. The motion passed. Announcements Yolanda welcomed all members and visitors. She reminded everyone that the Spring Conference is May 18 th at Mississippi College. Early bird discount ends April 15 th. She also reminded everyone about the meet and greet at Mississippi on April 12 th from 4:30-6:30 pm. She notified the group that the CEC members voted to issue two scholarships again this year. One for undergraduate in the amount of $750 and one for graduate in the amount of $750. She also notified the group that membership renewals were due the end of March and so far there are about 50 that have not renewed. She introduced Avis Phillips the community service chair. Avis reminded everyone about the Susan G. Komen race on April 14 th in Ridgeland. She also mentioned that if anyone had any silent auction items for the spring conference to contact herself or Kim McCrory. Avis reminded everyone that she has the MS Blues Marathon t-shirts. Yolanda informed everyone that the June 11 th meeting will be a joint meeting with MAGPA at the Muse Center at Hinds in Pearl. There will be 3 hours of CPE offered. Speakers Brandi Zuber introduced the speaker for today s meeting. Dr. Brian Pugh, Ph.D., MS Department of Finance and Administration. He presented on 2019 Legislative Session Fiscal Update/ Overview of DFA One bill he mentioned is SB2779-Shared Services (Allow DFA and ITS to bill for services). The meeting adjourned at 1:03 pm. Respectfully submitted by, [ÉÄÄç ftäéüzçtç Secretary 11 P a g e

12 Minutes of AGA Chapter Executive Committee Meeting Tuesday, March 27, 2018 Call to Order The meeting was called to order at 11:35 a.m. by Yolanda Campbell, AGA President, at the Woolfolk Building, 11 th Floor Conference Room. Attendees Officers present were Yolanda Campbell, Holly Savorgnan, Brandi Zuber, Avis Phillips, Brandi Stuart, Nita Caylor, and Samuel Cole. Kim McCrory and Gia Allen phoned in. CEC REPORTS Secretary Report Yolanda asked the CEC if there were any corrections to the last CEC minutes. There were no corrections. Nita moved to approve the minutes. Sam seconded. The motion passed. President Report Yolanda thanked the CEC members that were able to attend the dinner with Jim and his wife. She notified the group that he submitted an invoice for $250 for his visit. She notified the group that Kim entered 22,615 CRP points for our chapter. We are platinum level. She also notified the group that she is going to invite the new CEC members to next month s meeting. Josh Dixon is the new CGFM and Barbara Lawson is membership for next year. She also reminded the group about the SLM (Section Leadership Meeting) on April st. The meeting is in Kansas City and Kim and Avis will be attending. She asked the group if we wanted to offer the scholarships again this year and the group consensus was to offer the scholarships. $750 each for graduate and undergraduate. Membership Report Yolanda reported that there are 172 active, 21 new members, and 100 that have not renewed yet. She reported 1 new member for the month of February. Her name is Emily Harrington and she is currently working at the MS Office of the State Treasurer. Treasurer Report Nita presented the financials for February Brandi Stuart moved to approve. Brandi Zuber seconded. The motion passed. She notified the group that Batson received the AGA check in the amount of $1, She is going to check into a money market or savings account since we have a large balance in our account. Community Services Report Avis reminded the group that waivers for the Susan G. Komen race in April are due March 30 th. There are currently 9 volunteers. She is working on items for the silent auction at the Spring Conference. CGFM Report No report. By-Laws No report Newsletter/Website Report Brandi Stuart asked everyone to have items submitted by Monday, April 2 nd. She is working on converting the AGA website. Education Report Brandi Zuber informed the group that the April speaker is Brian Pugh, Ph.D., MS Department of Finance and Administration. He is speaking on 2019 Legislative Session Fiscal Update/ Overview of DFA She notified the group that the FBI has several topics to choose from for the Spring Conference. Public Corruption and Financial Crime were topics the group decided on..announcements/ Other Business The next CEC meeting is April 24. The next chapter meeting is April 11th. The meeting adjourned at 12:03 pm. Respectfully submitted by, [ÉÄÄç ftäéüzçtç Secretary 12 P a g e

13 AGA Jackson Chapter Chapter Executive Committee Officers and Directors Yolanda Campbell President MS Office of the State Treasurer (601) (W) Kim McCrory President-Elect MS Department of Transportation (601) (W) Brandi Stuart Past-President MS Office of State Aid Road Construction (601) (W) Nita Caylor Treasurer MS Office of State Aid Road Construction (601) (W) Holly Savorgnan Secretary MS State Board of Comm & Junior Colleges (601) (W) Brandi Zuber Education Program Chair MS Office of the State Auditor (601) (W) Donna Sebren Membership Chair MS Gaming Commission (601) (W) Brandi Stuart Communication Chair MS Office of State Aid Road Construction (601) (W) or Christopher (CJ) King CGFM Coordinator MS Department of Finance & Administration (601) (W) Avis Phillips Community Service Chair MS Division of Medicaid (W) Samuel Cole Bylaws/Procedures MS Office of the State Treasurer (601) (W) Billy Morehead, CGFM, Ph.D., CPA Accountability Mississippi College (W) Gia Allen Research Chair MS Division of Medicaid (601) (W) AGA's Vision is to be the premier association for advancing government accountability. AGA's Mission is to foster learning, certification, leadership and collaboration for professionals and stakeholders committed to advancing government accountability. AGA's Core Values are Service, Accountability, Integrity, Leadership. The Jackson Chapter was formed in Association of Government Accountants P.O. Box 1445 Jackson, MS To learn more about this international organization, please visit 13 P a g e