AGA 1990–1999

February–March 1990

Clyde E. Jeffcoat Jr. has been selected as the Nominating Committee’s single-slate candidate for President-Elect. A member of the Indianapolis Chapter, he is deputy assistant secretary of the Army for finance and accounting. He will become National President on July 1, 1991.

Two new awards were presented at the Leadership Conference in January. The Elmer Staats Award, which recognizes an outstanding financial executive in the federal government, was presented by Elmer Staats to David Mosso, assistant director, research and technical activities, Federal Accounting Standards Advisory Board. The Andy Barr award, which recognizes an outstanding financial executive in the private sector, was presented by Andy Barr to Cornelius E. Tierney, national director, public sector practice, Ernst & Young.

Jack Kemp, secretary of the U.S. Department of Housing and Urban Development, addressed the first AGA Leadership Conference, held in January in Washington. Kemp uses the conference to officially announce HUD’s new financial management structure and to kick off the department’s search for a CFO and comptrollers. Also at the conference, the first leadership awards bearing the names of Andrew Barr, Elmer Staats and Frank Greathouse were presented.

The Emerging Issues Committee, chaired by Past National President Eleanor M. Clark has defined key areas of interest to AGA members. These include fraud auditing, ethics, information technology, management information/financial statements, internal controls, and budget process and fiscal accountability.

The Northern Utah Chapter is chartered on March 13.

AGA’s fiscal year now runs from April 1-March 31.

April–May 1990

AGA’s Emerging Issues Committee forms a strategic framework for AGA. Its goals include professional development; ethical standards; government relations; public awareness; relationships with other professional organizations and academia; research and information; association services; professional standards, principles and practices; recognition and achievement; and association management. The framework will be discussed at the NBD meeting in Nashville.

AGA and the National Association of Accountants each pledge $5,000 to support a significant joint research project on the nature and extent of financial performance measures for service as currently used in private sector organizations. The study will also determine the applicability of performance measures to government operations.

June–July 1990

Nashville hosts the best-attended PDC on record as the Association marks its 40th Anniversary.

The NBD hears from President Robinson that the short-term goal of ending fiscal year 1990 in the black was achieved through significant cuts in expenses as well as increases in revenue. If the same care is taken over the next two years, Robinson said that the Association’s fund balance will be back to where it should be.

The NBD approves the Treasurer and Treasurer-Elect positions and endorses the strategic framework presented by the Emerging Issues Committee.

The gavel is passed from outgoing National President Virginia B. Robinson to incoming National President Richard P. Kusserow, who pledges to keep the ball rolling on the fund-raising for the new National Office building in the hopes of avoiding the need for a second trust mortgage of $60,000. Kusserow also draws attention to 30 possible AGA initiatives laid out to PDC attendees. He asks the members to help decide which of these ideas AGA should pursue.

September–October 1990

AGA plans second annual Leadership Conference, asking the question “Will the 1990s Bring the Age of Accountability?”

AGA seeks a new executive director.

The Federal Accounting Standards Advisory Board (FASAB) has been established to consider accounting standards and principles in the federal government. The establishment of the board was a major initiative of the Joint Financial Management Improvement Program.

The NEC votes to discontinue AGA’s joint effort with the Institute of Internal Auditors to establish a certification program for government auditors.

Immediate Past National President Virginia B. Robinson announces the formation of a Speaker’s Bureau, which is an initiative of the Past President’s Council. The bureau will respond to ongoing requests for speakers to participate in local and regional educational events.

The National Office staff is planning to move into a new building in November.

December 1990–January 1991

On November 15, 1990, President Bush signed into law the Chief Financial Officers Act of 1990. National President Richard P. Kusserow states that “One of AGA’s greatest achievements is embodied in the new CFO legislation. We began shaping the concept with the creation of our Federal Financial Management Task Force in 1983.” He notes that AGA representatives testified repeatedly before Congress and appeared on behalf of the first CFO bill introduced by Sen. John Glenn three years ago. The CFO Act of 1990 establishes two positions in the Office of Management and Budget—a deputy director for management and a controller—and mandates that 14 cabinet departments and nine major agencies install CFOs who will report to the agency head.

State and local members now make up more than 30 percent of AGA’s membership. AGA has established the State and Local Government Committee, which will report to the National President on issues of importance to its members. Virginia S. Brizendine, a member of the Mid-Missouri Chapter, is the first chair of the committee.

Steve Forman is chosen as the acting executive director while a search ensues for a permanent director.

Plans coming together for the 1991 PDC to be held in Kansas City, MO.

Membership as of Nov. 30, 1990 was 11,329.

NEC is apprised of the Association’s “vastly improved financial condition.”

National Nominating Committee names Charles L. Harrison, a member of the Nashville Chapter, as its single-slate candidate for National President-Elect. Harrison is the assistant to the comptroller of the treasury for management services with the State of Tennessee. Also nominated were Judith Boyd, a member of the Washington, D.C. Chapter, for National Treasurer, and Susan S.K. Lee, also a Washington, D.C. Chapter member, for National Treasurer-Elect.

February 1991

On Jan. 9, 1991, AGA officially purchased the office building at 2200 Mount Vernon Avenue. “The AGA family after 40 years finally has found a home of its own,” said National President Richard P. Kusserow. “We no longer pay rent, we have equity!” The final purchase price of the building was $560,000.

Thomas L. (Lee) Woods has been named AGA’s new executive director. He comes to AGA after 19 years as executive vice president of the Maryland Association of CPAs.

AGA members Elmer Staats, Cornelius Tierney, Gerald Murphy, Martin Ives, Alvin Tucker, Susan Gaffney, Donald Chapin, James Blum and William Kendig make up the first Federal Accounting Standards Advisory Board.

Membership as of Feb. 7, 1991 was 11,628.

March–April 1991

AGA emerges from period of financial insolvency by the end of fiscal year 1991, ending the year on March 31 with an earned surplus exceeding $300,000. AGA has extinguished all of its debts and increased its cash reserve to more than $150,000. In addition, there is $165,000 annuity on deposit, plus for the first time, a major equity in real property. “We have made giant strides to insure against ever being confronted with the kinds of financial trials that faced us in the recent past,” said President Kusserow.

AGA’s Education and Research Foundation sponsors the first-ever conference for inspectors general from all levels of government. As the first governor to establish an Office of the Inspector General, New York Governor Mario Cuomo spoke at the event.

Membership as of Feb. 28, 1991 was 11,796.

Laurence Acker, AGA National President in 1959-1960, died on March 16.

More than 300 attend the Second Annual Leadership Conference in January.

May–June 1991

To recognize his tremendous contributions to AGA and the profession, capped by his recent leadership to buy the new National Office building, Cornelius Tierney will be honored with the Association’s top award—the Robert W. King Memorial Award.

Shawn S. Lees is named the new publications director in the National Office.

AGA chooses six emerging issues to focus on: enhancing the ability to recruit and retain competent government financial management employees; a report on the state of the nation; truth in budgeting; assessing the need for a certified government accountant or financial management program; accounting education; and credit management and debt collection.

David R. Hancox, a member of the New York Capital Chapter, will lead a task force to determine if AGA members are interested in establishing a certified government accountant or financial management program.

AGA begins offering workshops to help federal financial managers implement the CFO Act.

Membership as of March 31, 1991 was 11,796.

Thanks to the generous contributions of the members and chapters, AGA has paid off the second trust of $27,000 and is now working on reducing the $429,410 mortgage on the new National Office building.

July–August 1991

1991 PDC in Kansas City brings more than 800 financial managers together.

President Kusserow passes the gavel to incoming National President Clyde E. Jeffcoat Jr.

Planning for the 1992 PDC in Dallas is now under way. The theme of the conference will be “Total Financial Management.”

The U.S. General Accounting Office issues its Interpretation of Education and Training Requirements, which is intended to be an interpretation of the continuing education and training requirements for audits working on audits done in accordance with the 1988 revisions of the Government Auditing Standards.

Membership as of May 31, 1991 was 12,454.

September 1991

AGA’s Education and Research Foundation held its third annual Research Symposium in August. More than 80 attendees came to Annapolis to discuss the various developments and emerging issues crucial to the government accounting field.

The Blue Ribbon Task Force on Certification plans to send a questionnaire to AGA members to gauge their level of interest in a certification program for government accountants/financial managers.

Shannon Smeeton joins the staff as the new publications editor. Staffer Tom Raevis has been promoted to controller after receiving his CPA in April.

October 1991

AGA’s Education and Research Foundation sponsors two workshops on the CFO Act implementation.
AGA speaks out against proposed ethics rule that would put limits on the outside activities of federal executive branch employees. The new rule would prevent more than 57 percent of AGA’s membership from holding leadership positions in the Association.

AGA charters the Western Arkansas Chapter.

The NEC approved the plan of President-Elect Harrison to plan a leadership conference for state and local government financial managers, to be held in the fall of 1992.

AGA plans Third Annual Leadership Conference, “Leadership Through Quality Financial Management,” for January 15–16, 1992.

Membership as of October 31, 1991 was 11,001, with the member retention rate hovering around 81 percent. There were 786 new members welcomed into AGA between May and October.

November–December 1991

The Education and Research Foundation’s two CFO workshops were such a success this fall that four more have been scheduled for 1992.

January 1992

Participants at AGA’s PDC in Dallas can take in the latest technology developments at INFOMART, which showcases industry leaders and is a market for buyers and sellers of information technology. INFOMART is located just blocks from the hotel where the PDC will be held.

February 1992

The Nominating Committee has chosen Jeffrey C. Steinhoff, a member of the Northern Virginia Chapter, as its single-slate candidate for National President-Elect. Steinhoff, who is the director of civil audits at the U.S. General Accounting Office, would become National President on July 1, 1993. Thomas J. Sadowski, a member of the Mid-Missouri Chapter, was nominated as Treasurer-Elect.

The U.S. Office on Government Ethics has deleted its proposed text on “Participation in Professional Associations” from its proposed standards of conduct regulations.

The Dallas PDC will have a strong track for state and local managers with sessions planned on popular reporting, financial reporting model project and the challenge of collecting government’s money, to name a few.

The conference room at the National Office is named in honor of Frank L. Greathouse, the first president of the Nashville Chapter, and a member who has devoted his life to governmental accounting and auditing.

The NEC survey determines that while the AGA regional structure serves a very useful purpose in carrying out AGA activities, the boundaries for some large and weak regions need realignment to increase cohesion of chapters within regions and to make the RVP’s job easier. Survey respondents also helped the NEC to determine that there is no serious problem with having the operating and fiscal years differ from each other.

March 1992

More than 300 attend AGA’s third annual Leadership Conference in Washington, D.C. One highlight was the address by Edward Mazur, the newly appointed Controller of the United States and director of OMB’s Office of Federal Financial Management.

The Education and Research Foundation plans the Fourth Annual Research Symposium on September 21–22 in St. Louis, MO. The Foundation will also sponsor a series of Credit Reform Workshops.

April 1992

The Education and Research Foundation sponsors the Second National Conference for Inspectors General in Baltimore. More than 100 inspectors general from around the country attended.

The Foundation is now accepting orders for the research monograph “Materiality and Audit Risk in Governmental Auditing.”

May–June 1992

The first State and Local Government Leadership Conference is slated for September 28-29 in Nashville, TN. Topics to be covered include the GASB reporting model, service efforts and accomplishments, GAAP accounting/budgeting, fraud auditing and A-87 revisions, to name a few.

President Jeffcoat recaps a successful year and notes that the fact that there is so much room for improvement in the financial management profession is exactly what makes AGA so valuable to its members. “Very few really important projects will begin and end with on president’s term,” he notes. “We are just caretakers of the process.”

Cornelius Tierney, chairman of the Education and Research Foundation, notes that a very important piece of legislation was passed with very little fanfare—the Federal Credit Reform Act of 1990. The foundation plans a workshop to assist those charged with implementing the complexities of the new act.

The results of the Blue Ribbon Task Force on Certification are in and the task force recommends that AGA discontinue efforts to establish a certification program for government accountants, auditors and financial managers. The task force found that there is not sufficient demand among the membership to ensure the success of the program or merit a long-term commitment of scarce association resources. More than 53 percent of members surveyed by the task force said they did not feel a new professional designation should be created.

Three more CFO workshops are scheduled for 1992.

July–August 1992

More than 800 attend the PDC in Dallas, where they enjoyed true Texas charm and hospitality while taking in the latest developments in accounting, auditing, budgeting and other financial management topics.

Incoming National President Charles L. Harrison accepts the gavel from outgoing National President Clyde E. Jeffcoat Jr. President Harrison’s theme is “Federal, State and Local Government—A Partnership in Total Financial Management.”

Harry Trainor, who was National President in 1958–1958, died on June 17.

OMB has submitted to Congress the first financial management status report and five-year improvement plan for the federal government, as required by the Chief Financial Officers Act of 1990. The status report concluded that while significant improvements have been made over the past few years, federal financial management is still not at the level it needs to be.

The Education and Research Foundation continues to plan its Fourth Annual Research Symposium, “The Gateway to the Future,” in St. Louis on September 21-22.

October 1992

AGA’s Education and Research Foundation has developed and presented a three-hour workshop called “Coordinating and Using Audit Services to Help Achieve Management Objectives.”

Planning is under way for the 1993 PDC in Orlando, with a theme of “Partners in Developing Solutions to Financial Issues.”

As of August 1, 1992 there were 10,562 members.

November 1992

First State and Local Government Leadership Conference in Nashville attracts nearly 400 attendees and sets the stage for a new AGA tradition.

Bert T. Edwards is named to replace Cornelius E. Tierney as chair of the Education and Research Foundation. Tierney, who has served as chairman for three years, is stepping down. Edwards is an audit partner with Arthur Andersen & Co.

The Foundation’s Fourth Annual Research Symposium attracts 50 attendees in St. Louis.

AGA welcomes two new chapters—the Ozarks (Missouri) Chapter brings 21 charter members and Dawn Vader as its first president. The Jacksonville (Florida) Chapter brings 20 charter members and has elected Mamie L. Davis as its first president.

Antonio Sanchez de Lozada, comptroller general of Bolivia, has signed on to be a keynote speaker at the PDC in Orlando.

The NEC hears a report from National Treasurer Susan Lee that an August 30 payment of $100,000 to the building mortgage has reduced the balance to about $300,000.

U.S. Office of Government Ethics issues a final rule establishing the Standards of Ethical Conduct for Employees of the Executive Branch. The regulation, which becomes effective in February of 1993, represents a partial departure from the executive branch ethics program now in effect. Under the existing program, agencies have been allowed to develop their own standards of conduct applicable to their own employees. The final regulation will replace these agency standards, and for the first time, all employees of the executive branch will be under a single set of standards governing ethical conduct.

December 1992

President Harrison establishes the National Community Service Committee, charged with the responsibility of developing a program to encourage chapters to sponsor or participate in public service projects. In addition, President Harrison has set a goal of “3 in 1993,” with the aim of increasing membership by 3,000 this year.

January 1993

Barbara Spyridon Pope, the first woman to serve as assistant secretary of the Navy, will address “Workforce Diversity in Government Leadership” at the Fourth Annual Federal Leadership Conference to be held this month in Washington, D.C.

Sen. John Glenn urges President-Elect Bill Clinton to review the appointments of existing inspectors general based on merit, not political affiliation. Inspectors general were exempted from President Bush’s request that all political appointees submit their resignations as part of the upcoming transition to the Clinton Administration.

OMB has issued a bulletin called “Form and Content of Agency Financial Statements,” prescribing the form and content for agency’s 1992 financial statements, which are to be prepared pursuant to the CFO Act of 1990.

February 1993

The National Nominating Committee has chosen Clyde G. McShan II as its single-slate candidate for President-Elect. His term would begin on July 1, 1994. A member of the New Orleans Chapter, McShan is the director for financial management and deputy chief financial officer at the U.S. Department of Commerce. Dale C. Williams, a member of the Northern Virginia Chapter, has been slated to be Treasurer-Elect. He is the deputy inspector general for financial audits and audit support at the Small Business Administration.

Four members of AGA’s International Affairs Committee had the “auditing experience of a lifetime” as participants in the 1992 International Congress of Supreme Audit Institutions in Washington, D.C.

March 1993

Despite being held in the midst of the Administration turnover, more than 300 federal financial managers turned out for the Fourth Annual Federal Leadership Conference in Washington, D.C.

President Harrison writes to President Clinton urging his attention to pressing financial management issues. “It is obvious that unless we improve on the present lack of accountability and absence of useable, timely and consistent financial reports on government operations and financial position, the little confidence which now exists in government operations and activities will dissipate.”

April 1993

A total of 172 attendees from 32 countries participated in the Seventh Annual International Conference on New Developments in Government Financial Management, sponsored by the International Consortium on Governmental Financial Management.

May–June 1993

Past National President June Gibbs Brown has been nominated by President Clinton to be inspector general of the U.S. Department of Health and Human Services. In addition, President Clinton has nominated AGA member Susan Gaffney to be inspector general at the U.S. Department of Housing and Urban Development.

Treasurer Susan Lee reported to the NEC in March that the mortgage on the National Office was paid off in February and she anticipated an excess of revenue over expenses of $100,000 for the fiscal year-end.

The Second Annual State and Local Government Leadership Conference is planned for November 1–2, 1993 in Seattle, WA.

The NEC has adopted a new education policy that spells out responsibilities of everyone involved, from the National Office to the RVPs, to the chapters.

The National Community Service Committee is surveying chapters to determine their level of commitment to the program. About half of the chapters responded indicating that they had completed at least one successful community service project in the past year.

The Foundation plans its Fifth Annual Research Symposium for August 16–17 in Arlington, VA.

July–August 1993

More than 900 people attended AGA’s 42nd Annual PDC in Orlando.

Outgoing National President Charles L. Harrison passes the gavel to incoming National President Jeffrey C. Steinhoff, whose theme for his term is “Reinventing Financial Management Excellence in a Changing World.”

A the National Board of Directors meeting held at the PDC, a number of AGA leaders participate in the “Burning of the Mortgage” for the National Office building.

AGA gears up right away for THE EVENT—the 1994 PDC to be held back in AGA’s home city of Washington, D.C.

President Clinton signs the Government Performance and Results Act (GPRA) into law on August 3. The Act establishes a pilot program of agency performance planning and reporting.

September 1993

GAO issues an exposure draft of Government Auditing Standards, know as the “Yellow Book,” which proposes significant changes to both the financial and performance audit standards.

AGA commissions a Blue Ribbon Task Force asking the question: “Why Performance Audits Preceding Scandals Were Ignored—Do Auditors Address the Real Cause of the Problems They Uncover?”

October 1993

President Steinhoff notes an 8 percent overall decrease in AGA membership since 1989 and makes an expansion of 1,000 members over the next three years one of AGA’s top goals.

November 1993

Vice President Al Gore and the National Performance Review issue “From Red Tape to Results: Creating a Government That Works Better & Costs Less,” which is a crucial first step in President Clinton’s plan to reinvent government. AGA contributed its views on the reinvention effort, especially the need for qualified financial management personnel, systems modernization and financial reporting initiatives, among other things. Vice President Gore acknowledged AGA’s contributions to the process through a letter to Executive Director Lee Woods.

President Steinhoff kicks off an ambitious plan to “Reinvent Membership” for AGA. The program is part of his goal to increase membership by 1,000 over the next three years.

December 1993

The Foundation receives rave reviews for its three new courses on the CFO Act and GPRA.

January 1994

President Steinhoff outlines plan to pursue a Certified Government Financial Manager Program. He cites the dramatic changes unfolding today in government as making the difference between this and other attempts by AGA over the past 20 years to launch a certification program.

February 1994

The National Nominating Committee has chosen Virginia S. Brizendine as its single-slate candidate for National President-Elect. Brizendine, a member of the Mid-Missouri Chapter, is administrator of the Public School Retirement System in Missouri. William A. (Billy) Moorhead, a member of the Jackson Chapter, has been nominated as Treasurer-Elect. He is the director of fiscal services for the Mississippi State Hospital, Department of Mental Health.

GAO announces plans to close offices in Philadelphia, Albany, Indianapolis, San Antonio, Oklahoma City, Albuquerque and Cincinnati.

The NEC heard in December that Treasurer Dale Williams expects a $40,000 net operating revenue figure at the March 31 end of the fiscal year.

March 1994

The Third Annual State and Local Government Leadership Conference is scheduled for September 19–20 in Columbus, OH.

April 1994

The National Board of Directors has emphatically endorsed the Certified Government Financial Manager Program and President Steinhoff explains that for the first two years, candidates will be certified based on their experience. Eventually, passage of an exam will be required for certification. Steinhoff establishes a Professional Certification Board to report to the National President and NEC and to oversee the administration of the program.

Dr. Joycelyn Elders, surgeon general of the United States, is slated to deliver a keynote address at the 1994 PDC in Washington, D.C. Other keynoters include Charles A. Bowsher, comptroller general of the United States, and Sir John Bourn, comptroller and auditor general of the United Kingdom.

May–June 1994

AGA has helped to form a coalition of employee associations to influence the policies of the National Performance Review.

July–August 1994

More than 950 attend THE EVENT in Washington, D.C. AGA’s 43rd Annual PDC is marked by excitement about the new CGFM Program, which was set to begin accepting applications on July 1.

President Steinhoff passes the gavel to incoming National President Clyde G. McShan II, whose theme for his term is “Leading the Way to Excellence in Government Financial Management.”

The National Office now has a toll-free number: 800.AGA.7211.

AGA now has a new subcommittee of its National Membership Committee. The Early Careers Subcommittee will work toward President McShan’s goal of recruiting younger, less experienced professionals “to invigorate our organization with the enthusiasm and energy of a new generation of professionals.”

The National Community Service Committee reports that last year, AGA chapters participated in 202 community service projects encompassing 8,405 AGA volunteer hours.

The National Chapter Recognition Committee reports that of the 72 AGA chapters, 62 met their assigned goal and 58 attained the 10,000 points, representing a balanced, well-rounded chapter program. This is a substantial increase from the 47 chapters that reached the 10,000-point mark last year.

September 1994

Response to the CGFM Program has been overwhelming and the director of Mississippi’s Office of Classification and Compensation writes to President McShan to endorse the program.

Inspectors General Reform Act is introduced that would, among other things, require five-year terms for IGs.

In accordance with the Association’s newly established CGFM Program, all applicants must agree, through their signature, that they have received and read AGA’s Code of Ethics and will abide by its provisions.

October 1994

The National Office has received more than 350 applications for the CGFM Program since July 1. Past National President Jeffrey C. Steinhoff, who spearheaded the program, is serving as the chairman of the Professional Certification Board. Other members of the original board include Past National Presidents Virginia B. Robinson and Charles L. Harrison as well as Sam M. McCall, WA “Bill” Broadus Jr., Pete Rose and Martin Ives.

Carol A. Codori, Ph.D., has been hired as the director of professional certification/education in the National Office. Codori is a longtime AGA member.

AGA joins FinanceNet, which was established to use the Internet to link government reinvention efforts in the financial management community.

AGA looks forward to “Making the Connection,” at the 44th Annual PDC scheduled for San Diego July 5–7, 1995.

November 1994

Third Annual State and Local Government Leadership Conference in Columbus, OH, is deemed a success as financial managers gathered to discuss common challenges and how to overcome them.

Jennifer Johnson Buckley, who has worked for AGA for six years—most recently as the administrative assistant—is leaving the National Office to relocate.

As of September 30, the National Office had received 500 applications for the CGFM Program.

The Government Accountants Journal now accepts advertising.

AGA publishes report called “Toward a Report to Citizens on the State of Their Nation and the Performance of the Government.”

December 1994

Mary Ellen Withrow, treasurer of the United States, who oversees operations at the U.S. Mint and the Bureau of Engraving and Printing, will be a keynoter at the Federal Leadership Conference next month.

G. Edward DeSeve, a member of AGA’s Washington, D.C. Chapter, has been nominated by President Clinton to be the OMB controller.

Andrea Bolen who joined the staff a year ago as a receptionist, will now be the certification and education assistant. Lori Walters, formerly the administrative assistant to the Education and Research Foundation, will become the new administrative assistant to Executive Director Lee Woods.

The Coalition for Effective Change continues to meet with National Performance Review representatives to discuss NPR’s future initiatives.

January 1995

The National Nominating Committee has chosen Mitchell L. Laine as its candidate for President-Elect. Laine’s term would begin on July 1, 1996. A member of the Washington, D.C. Chapter, Laine is the deputy chief financial officer and director of the accounting and financial management service at the U.S. Department of Education. The committee has chosen Charles W. Culkin Jr., a member of the Northern Virginia Chapter, to be National Treasurer-Elect. Culkin is a senior assistant director at the U.S. General Accounting Office.

By the end of November, 868 CGFM applications had been received. Sixty percent of those who have applied so far work for the federal government; 20 percent are with state government; 10 percent are from local government; and 10 percent from academia.

February 1995

Margaret M. Richardson, commissioner of the IRS, will deliver a keynote address at the Sixth Annual Federal Leadership Conference.

AGA has written to Robert J. Eaton, chairman of the board and chief executive officer of the Chrysler Corporation, expressing its concern about a national television commercial for the Eagle Talon automobile, which depicts a negative image of government accountants and “certified government accountants” in particular.

March 1995

As of mid-February, nearly 1,400 CGFM applications had been received with more than 1,000 approved. Certified individuals now focus their attention on biennial 80-hour CPE requirement.

President Clinton commends AGA for its task force report, “Toward a Report to Citizens on the State of Their Nation and the Performance of the Government.” Clinton states that he “greatly values your support of our efforts to make our government ore efficient and more responsive to the people it serves.”

On March 31, the Social Security Administration separated from the U.S. Department of Health and Human Services and became an independent agency.

April 1995

The Professional Certification Board sets it sights on the development of an examination, which CGFM candidates will have to pass after the grandfathering period ends on June 30, 1996.

May–June 1995

Congressman Chris Cox (R-CA) has signed on as a keynote speaker at AGA’s 44th Annual PDC in San Diego.

The National Office is now accepting credit cards for all member services, conference fees, publications and the CGFM Program.

The NEC realizes one of President McShan’s goals by instituting the National Community Service Fund, which provides AGA with a mechanism to give something back to the community at the national level through voluntary tax deductible donations.

Incoming National President Virginia Brizendine, CGFM, sets a goal of 1,000 new members for her term as well as 4,000 CGFMs.

AGA co-sponsors the International Government Financial Management Conference with the Institute of Business Technologies.

The National Performance Review tackles the subject of privatization as part of the effort to reinvent government.

July–August 1995

More than 900 government financial managers “Make the Connection” at AGA’s 44th Annual PDC in San Diego. A new feature called “Best Practices” makes its debut at the conference.

National President Clyde G. McShan II, CGFM, passes the gavel to incoming National President Virginia S. Brizendine, CGFM.
AGA seeks candidates for an education director position in the National Office.

The Oklahoma City Chapter acknowledges AGA’s generosity to the victims of the Oklahoma City bombing. The Association donated close to $6,500 to assist in the aftermath of the tragedy. At the PDC, Oklahoma City Chapter member Kelley Landry, CGFM, presented National President McShan with a framed symbol of the city’s appreciation. “Mr. McShan, please accept this very small token of our appreciation,” Landry said. “May it signify not only the tragedy that stuck the heart of the nation, but serve as a reminder of the service and compassion that AGA members everywhere provided to our community.”

Past National President Jeffrey C. Steinhoff notes that more than 2,700 professionals have applied to be CGFMs, with certificate No. 2,000 presented at the PDC in San Diego. Steinhoff sets an ambitious goal of 10,000 CGFMs by the June 30, 1996 end of the grandfathering period.

AGA offers the Vision 2000 Organizational Membership Program to encourage organizations to become AGA members.

AGA establishes its first student affiliate chapter at San Francisco State University. Linda Zhao is the first president and Alex Yuen is the faculty advisor.

The NEC approves the reinvention of The Government Accountants Journal, which will transform the two-color publication to a designed, four-color magazine. The initiative was presented by Richard B. Calahan, chairman of the Publications Committee, and Shannon S. Gravitte, director of public relations and publications. The first issue is set to debut in January.

The NEC votes to issue an Ethics Handbook to increase ethics awareness among the membership.

AGA presented 138,605 hours of continuing professional education hours on the local and national levels from July 1, 1994–June 30, 1995.

AGA unveils a new state and local government awards program. The four new awards, which will be presented at the State and Local Government Leadership Conference, are: Excellence in Government Leadership Award, Distinguished State Government Leadership Award, Distinguished Local Government Leadership Award and the Private Sector Financial Excellence Award.

September 1995

AGA plans the Seventh Annual Federal Leadership Conference for January 17-18, with a theme of “Success With Less: The Government of the Future.”

CGFMs should have all received their copies of “Interpretation of Continuing Professional Education Requirements for Certified Government Financial Managers.”

AGA plans a November conference on OMB Circular A-133 and grants management financial issues in Annapolis, MD.

AGA has hired its first professional membership director. Susan M. Phillips (soon to be Fritzlen), joined the staff in September, charged with leading AGA’s aggressive recruitment and retention efforts.

October 1995

President Brizendine and Membership Committee Chairman Charles L. Harrison (a Past National President) set the theme for the membership year: “Membership ‘96—A ‘Grand’ Year and hope to reach their goal of 1,000 new members. President Brizendine challenges the national leaders, the chapters and each individual member to do their part to recruit new members.

November 1995

Marykate Behan has joined the staff as professional education director.

The preliminary structure for the CGFM Examination is released. It consists of three parts: Governmental Environment, Governmental Accounting and Budgeting and Governmental Financial Management and Control.

December 1995

More than 350 attend the Fourth Annual State and Local Government Leadership Conference in Nashville.

The NEC authorized a mail ballot vote the NBD to increase dues for 1996–1997 by $5 for regular members, $2 for associate members and $1 for special/associate members. The NEC also approved a policy that ties future dues increases to the Consumer Price Index. This action is also subject to NBD approval.

John J. Hamre, Ph.D., undersecretary of Defense (comptroller), U.S. Department of Defense, endorses the CGFM Program in an American Society of Military Comptrollers’ publication, saying “I urge you to apply for this certification as a public acknowledgement of your dedication and talent.”

January 1996

The National Nominating Committee has chosen Douglas K. Haywood, CGFM, as its candidate for National President-Elect. His term would begin on July 1, 1997. Haywood, a member of the Phoenix Chapter, is a financial audit manager with the State of Arizona’s Office of the Auditor General. The committee has nominated Richard V. Norment, CGFM, a member of the Nashville Chapter, for National Treasurer-Elect. He is an assistant to the comptroller and director of the Division of County Audit, State of Tennessee.

Shannon S. Gravitte has left her post as director of public relations and publications in the National Office to take a position as deputy press secretary for Congressman Bill McCollum.

Frank L. Greathouse, the founder of the Nashville Chapter and its first president, and a leader in the governmental accounting and auditing profession, has died. One of AGA’s most prestigious awards bears his name as does the conference room at the National Office.

Plans are under way for the 45th Annual PDC in Little Rock, AR, in June.

During 1995, more than 3,500 certificates were awarded to new CGFMs.

A new IG Annual Report shows that the inspectors general recovered more than $1.9 billion during a single year and made recommendations that could save billions more. The report was the second annual joint report of the President’s Council on Integrity and Efficiency and the Executive Council on Integrity and Efficiency.

AGA plans Winter Update Workshops covering the complexities of GMRA, GPRA and the CFO Act as well as other topics of pressing interest.

The Government Accountants Journal debuts in its new four-color format.

Marie S. Force, MA, joins the staff as the director of public relations and publications.

February 1996

AGA will co-sponsor the New Developments in Governmental Financial Management Conference with the International Consortium on Governmental Financial Management (ICGFM) and the School of Accountancy at Florida International University.

As the CGFM numbers soar toward 5,000, the Professional Certification Board and staff turn its attention to recruiting volunteers to assist with the writing of the examination that will be required of future CGFM candidates.

The theme of the National Community Service Committee is “Enriching the Lives of People Through Community Service.” Among the projects on the list for this year are socks for the homeless, plants for nursing homes, student scholarships, Meals on Wheels, Toys for Tots and the Volunteer Income Tax Assistance (VITA) Program.

March 1996

AGA Charter Member Andrew Barr, who was National President in 1953-1954, has died at age 94. One of AGA’s most prestigious awards bears his name.

As AGA’s membership program, “A ‘Grand’ Year,” approaches its finale, members are urged to make the extra effort to recruit new members and possibly win exciting prizes in the process.

The National Office now has voicemail for the staff.

The State of Tennessee indicates that it will endorse the CGFM when it becomes an exam-based certification.

May–June 1996

AGA’s reinvigorated education program is going strong, riding on the success of the recent Winter Update Workshops and the grants management conference.

The Fifth Annual State and Local Government Leadership Conference, “Getting to the Heart of Government Financial Management,” is set for November 18–19, in Kansas City, MO.

President Brizendine reports that her goal of a net growth of 1,000 new members has been achieved and that it appears the CGFM Program will have more than 8,000 certified by the June 30 end of the grandfathering period.

Lori Walters and Tracy Tegey leave the National Office staff after serving about five years each.

The Update Workshops will continue this summer with sessions on financial reporting and auditing initiatives. Also scheduled for September, is the Second Annual Grants Management Conference.

July–August 1996

Nearly 800 attend the 46th Annual PDC in Little Rock.

Outgoing National President Virginia S. Brizendine, CGFM, passes the gavel to incoming National President Mitch Laine, CGFM. Laine’s theme for his term is “Success in a Changing Environment.”

The CGFM grandfathering period ends with an astounding 13,000 total applications.

September 1996

Marykate Behan, AGA’s director of education, leaves the post to join the Peace Corps.

October 1996

AGA kicks off the 1996–1997 program year with a new membership campaign called “Membership ‘97—A ‘Grand’ Year x Two.” The new program hopes to continue the momentum of last year’s successful effort, during which AGA members recruited a net total of 1,606 new member into AGA—exceeding President Brizendine’s goal by 606 members.

AGA launches a search for a new executive director to replace Thomas L. “Lee” Woods, who will left the post last month.

Karney A. Brasfield, AGA’s sixth National President, died earlier this year at age 87. He held the Association’s sixth membership certificate and was twice the recipient of AGA’s highest honor—the Robert W. King Award.

Planning is under way for AGA’s Eighth Annual Federal Leadership Conference, set for January 16–17, with a theme of “Executive 2000: Integrating Leadership, Empowerment & Accountability.”

November 1996

The NEC has authorized the staff to begin researching membership database systems to replace the aging and outdated MEMEX, a Dos-based system currently in use in the National Office.

The NEC agreed to contract the advertising sales for The Government Accountants Journal to help raise revenue to offset the costs of the new magazine format.

The staff has met with representatives from the Rutgers University Accounting Web, to discuss the Association’s further use of the Internet. The meeting results in the launching of a new AGA website, hosted through the Rutgers Accounting Web.

Comptroller General of the United States Charles A. Bowsher has retired from his post as the nation’s top auditor after completing his 15-year term.

December 1996

Maria Kelly Donovan joins the staff in the newly created position of conference manager.

The Dallas Chapter becomes the first to link its local website to the national site.

January 1997

The National Nominating Committee has chosen Thomas D. Roslewicz, CGFM, as its candidate for National President-Elect. His term would begin on July 1, 1998. A member of the Northern Virginia Chapter, Roslewicz is the deputy inspector general for audit services at the U.S. Department of Health and Human Services. Pete Rose, CGFM, a member of the Central Ohio Chapter, has been tapped for National Treasurer. He is the finance director for the Village of New Albany, OH.

The Professional Certification Board plans to offer a “Beta” version of the exam now in development.

Six months after the end of the grandfathering period, more than 13,000 CGFM applications have been approved. Of those certified, 45 percent work for state and local governments; 41 percent are employed by the federal government; 13 percent represent the private sector, academia and retirees; and 1 percent work for international governments.

President Clinton signs the Federal Financial Management Improvement Act into law, requiring that federal agencies’ financial management systems be in compliance with federal accounting standards and mandates various measures to promote and facilitate compliance.

February 1997

Plans are coming together for the 46th Annual PDC, scheduled for June 22-26, in Phoenix, AZ. The theme of this year’s conference is “Measuring Up—Adding Value.”

March 1997

Claiming that the District of Columbia was “brought up by bad parents,” the District’s Chief Financial Officer Anthony A. Williams, headlined AGA’s Eighth Annual Federal Leadership Conference.

President Clinton sends a message to all federal workers at the start of his second term noting his high regard for civil servants.

AGA is pursuing a program to offer CPE to readers of The Government Accountants Journal, through an online offering.

April 1997

AGA welcomes new Executive Director Charles W. Culkin Jr., CGFM. Until assuming his post on March 31, Culkin was AGA’s National Treasurer. He has been an active member since 1980. Culkin, who retired from the U.S. General Accounting Office in March after 27 years of service, is a member of AGA’s Northern Virginia Chapter.

May–June 1997

The Professional Certification Board is ready to unveil the exam phase of the Certified Government Financial Manager Program. To become a CGFM, candidates will have to pass three separate examinations: Governmental Environment, Governmental Accounting and Budgeting and Governmental Financial Management and Control. The board has developed content specifications for each examination.

AGA finalizes plans to launch the Journal CPE Online Program, offering CPE to readers of The Government Accountants Journal. The program is set to “go live” on July 1, with a quiz based on articles contained on the Summer 1997 issue of The Journal. Each quiz is worth three CPE hours. In two year’s time, there will be up to 24 hours of CPE, or more than one quarter of that required biennially for CGFMs, available at all times.

Plans for the Sixth Annual State and Local Government Leadership Conference are coming together. “Spicing Up Government Financial Management” is set for September 15–16, in New Orleans, LA.

July–August 1997

More than 1,100 attendees soak up the knowledge and the sunshine at AGA’s 47th Annual PDC in Phoenix. It is the first time the PDC is a total “sell-out.” A highlight of the PDC was a rousing presentation on ethics by Marianne M. Jennings, JD, director of the Lincoln School of Ethics at Arizona State University.

President Mitch Laine, CGFM, passes the gavel to incoming National President Douglas K. Haywood, CGFM. Haywood’s theme for his term is “AGA—Ensuring Compliance and Public Accountability—An Advocate for the Profession.”

President Laine’s goal of a net membership gain of 1,000 has been exceeded for the second year in a row as a net gain of 1,723 new members took the overall membership number to an all-time high of 15,025 members.

The Beta phase of the CGFM Examinations kicked off in Phoenix as the first candidates sat for the examinations. More than 100 applications have been received from others wanting to take the Beta exams.

September 1997

AGA kicks off the “Member-Get-A-Member” recruitment campaign and begins a multi-year effort to reach 20,000 members by 2000.

The NEC has voted to conduct a needs assessment for a new management information system for the National Office

A consultant has been hired to guide the Association through its strategic planning process. A two-day retreat was held early this month to set AGA’s course for the future.

October 1997

AGA prepares for the first round of CGFM renewals while readying it first exam study tool, the “Overview and Self-Assessment Course,” for those interested in taking the exams or earning continuing professional education.

AGA’s 50th Anniversary Task Force has been formed to plan a series of special events in 2000.

To help promote the CGFM and the Association itself, AGA is renewing old alliances and forging new partnerships with other professional organizations, including the American Society of Military Comptrollers (ASMC), the International Consortium on Governmental Financial Management (ICGFM), and the American Society for Public Administration (ASPA), to name a few.

November 1997

Plans are made to purchase the building directly behind the existing National Office building and to trade AGA’s existing building for another adjoining building to form a new 7,500-square-foot office complex, which is 4,000 square feet larger than the building AGA currently owns.

December 1997

AGA receives approval as a member of the National Association of State Boards of Accountancy (NASBA), which means that the Association’s conferences and training are formally recognized CPE sources not just for CGFMs, but also for Certified Public Accountants in more than 40 states.

With the Beta phase of the CGFM Examinations completed, the Professional Certification Board and staff are turning their attention to the development of complementary training courses to prepare candidates to take the live examinations.

A new chapter has been chartered in Augusta, ME. Lawrence E. Leugers, received the charter.

January 1998

The National Nominating Committee has chosen Thomas J. Sadowski, CGFM, a member of the Mid-Missouri Chapter, as its candidate for National President-Elect. Sadowski, whose term would begin on July 1, 1999, is the director of accounting at the University of Missouri-Columbia. The candidate for National Treasurer is John D. Webster, CGFM, a member of the Washington, D.C. Chapter and the chief financial officer at the Library of Congress.

The federal Chief Financial Officers Council has authorized AGA to manage a new Certificate of Excellence in Accountability Reporting Program, a voluntary program whereby federal agencies submit their accountability reports for review. Those meeting certain criteria will receive the certificate. Fiscal year 1997 reports will be reviewed in a pilot program and it will “go live” with the 1998 reports. The goal of the CEAR Program is to foster excellence in the preparation, issuance and timeliness of federal agencies’ accountability reports.

February 1998

Plans are under way for the 47th Annual PDC to be held in Washington, D.C.

50th Anniversary plans are coming together. Among other things, the task force overseeing the anniversary celebration plans a gala celebration in Washington, D.C. around the actual anniversary date of September 16, 2000 and a special issue of The Government Accountants Journal.

AGA welcomes two new chapters—the Quad Cities Chapter brings more than 50 new members and Pat Grimm is the acting president. The Central Coast California Chapter has more than 20 charter members and Virginia Long, CGFM, is the first president.

AGA caps eight months of work with a draft of the Association’s new strategic plan. Nine goals and objectives are highlighted in order of their importance to the Association: education and research, certification, marketing, technology, communications, programs and services, internal structure, international and advocacy. The proposed new mission statement is: “AGA serves professionals in the government financial management community by providing quality education, fostering professional development and certification and supporting standards and research to advance government accountability.”

March 1998

Congressional leaders have forwarded seven candidates for consideration by President Clinton for the comptroller general post, from which Charles A. Bowsher retired in October of 1996.

April 1998

The CGFM Examinations will debut on April 20, marking the culmination of an intense development process that spanned several years.

The staff plans to move into the new National Office building on April 13. The new address will be 2208 Mount Vernon Avenue, Alexandria, VA 22314-1314.

July–August 1998

Thomas D. Roslewicz, CGFM, accepts the gavel from outgoing National President Douglas K. Haywood, CGFM. Roslewicz becomes the first AGA National President to frame his goals for the year around the new strategic plan, which was formally approved by the NEC at its June meeting.

Each National Office staff member is now accessible by e-mail. 

October 1998

The National Office institutes a Customer Satisfaction Center to provide convenience, access and efficiency to its customers. Two new customer satisfaction representatives have been hired and will eventually handle more than 75 percent of all calls received by the Association.

1998 PDC attendees donated more than $2,100 to the National Community Service Fund, all of which was donated to the Hospital for Sick Children in Washington, D.C.

AGA’s Internet Committee establishes a new award to recognize outstanding chapter websites.

The NEC has approved a revised and expanded Code of Ethics, which is now more enforceable and more reflective of professional ethics for today’s financial managers.

November 1998

The NEC voted in September to establish an Academy for Government Accountability to serve as the central clearinghouse for government financial management education.

The State of Louisiana pledges to award a one-time payment of $1,000 to those certified as CGFMs by examination and $250 to those who were grandfathered.

December 1998

The results of the pilot test of AGA’s Certificate of Excellence in Accountability Reporting Program show that while none of the six agency reports would have qualified for the Certificate of Excellence, they are off to a promising start. With the successful completion of the pilot program, AGA is ready to begin the live program with the fiscal year 1998 accountability reports.

Anthony Williams, a member of AGA’s Washington, D.C. Chapter, is elected mayor of the District of Columbia. He previously served as chief financial officer of the District and at the U.S. Department of Agriculture.

President Clinton names David M. Walker comptroller general of the United States.

January 1999

The National Nominating Committee has named WA “Bill” Broadus Jr., CGFM, as its candidate for National President-Elect. Broadus, a member of the Washington, D.C. Chapter and owner of the WA Broadus Jr., CPA, PC, consulting firm, would take office on July 1, 2000. Julie V. Bryant, CGFM, a member of the Northern Virginia Chapter and a manager in Grant Thornton’s Washington practice, has been named Treasurer-Elect.

AGA’s two-year project to develop three training courses that complement the CGFM Examinations comes to fruition with the debut of three training courses, worth a total of 48 hours of continuing professional education.

William R. Snodgrass, comptroller of the Treasury for the State of Tennessee for 44 years, has announced his retirement.

February 1999

Plans are coming together for AGA’s 48th Annual PDC in New Orleans.

AGA members continue to support the 20,000 By 2000 campaign, which seeks to bring the AGA membership total to 20,000 by the end of 2000.

March 1999

AGA announces an innovative training program initiative with Management Concepts, Inc. whereby the private firm will deliver AGA’s three government financial management courses.

Governments continue to make preparations for the pending Y2K date rollover and the Association is taking internal precautions as well.

May–June 1999

AGA launches a new and improved website that will enable visitors to learn the best and latest information about government financial management as well as the Association’s many activities. The site is found at www.agacgfm.org.

AGA membership reaches an all-time high of 18,053 as the membership year comes to a close.

It appears that the PDC in New Orleans will also be a sellout.

CGFMs are urged to increase the value of their own certification by encouraging others to become certified.

July–August 1999

AGA kicks off the 15-month celebration of AGA’s 50th Anniversary at the PDC in New Orleans.

TOPICS debuts in AGA’s new blue and tan corporate colors.

The Governmental Accounting Standards Board releases Statement No. 34, which dramatically changes the state and local governments report their finances to the public.

Thomas J. Sadowski, CGFM, accepts the gavel from out-going National President Thomas D. Roslewicz, CGFM.

Recognizing the need for improved representation for its members, the NEC accepted the report of the Governance Task Force and is proceeding immediately to implement many of its recommendations. The task force, commissioned by Immediate Past National President Roslewicz, recommended the elevation of several committees to board; the establishment of a new Audit Committee; expansion of the NEC; and the addition of three new regions, among other suggestions.

The State of Tennessee has recently approved the CGFM as a nationally recognized certification.

September 1999

AGA celebrates National Community Service Day as the first official 50th Anniversary event.

Ten federal agencies have submitted their fiscal year 1998 Accountability Reports for review as part of AGA’s Certificate of Excellence in Accountability Reporting Program.

October 1999

AGA members are urged to “Go For the Gold” as part of the multi-year 20,000 By 2000 membership campaign.
Chapters and members respond enthusiastically to the National

Community Service Day with projects ranging from cleaning up parks to restoring woodlands to cleaning, painting and yard work.

November 1999

The Government Financial Management Courses have been delivered to 33 students in Nairobi through the auspices of the U.S. Agency for International Development.

The NEC welcomes the Japan Chapter to the AGA family. The charter was signed by 19 new members and five transfers from other chapters. Michael Martin, CGFM, is the first president.

A survey of AGA chapters finds an active, vocal early career population.

A special site for chapter newsletter editors and web masters is launched on AGA’s national website. The editor site brings up-to-the-minute news to chapters.

December 1999

The National Board of Directors has approved a $10 dues increase for full members and a $5 increase for early career members. Student and retired members were not affected.