Presidents Message - September 2018

President’s Message – September 2018


Welcome to our AGA Cleveland Chapter!


Although our new year started July, I wanted to welcome everyone to another exciting year and to thank everyone for their support and participation in our events. I especially want to thank the past-year officers and volunteers who supported our Chapter in organizing and holding the various events and ensuring our reporting requirements were met. Our annual April Professional Development Training (PDT) event was a huge success and plans are underway with the Association of Military Comptrollers (ASMC) for next year’s event. As recognition for their efforts, our Chapter was presented a Platinum Award at the Annual AGA (PDT) in Orlando; Tony Harris was recognized for his work on the Citizen Centric Report which received a Certificate of Excellence; and Lou Ockunzzi was presented a Platinum Award for his work as the Regional Vice President. These are just a few examples of what our Chapter has achieved.


Our Chapter is diligently working on plans for the coming year. We held the AGA/ASMC annual picnic in August and are finalizing events for the fall and winter time-frame. Spring is just around the corner and we hope 2019 will be just as great as this year.


Please check back often as we will be updating the events page with some new gatherings and events. We’re working to expand the community outreach and participation so we are able to give back to the communities we love. In addition to the volunteer activities, you’ll also start seeing opportunities to join in area walks/runs benefitting a cause as a registered AGA Cleveland Chapter Team or simply join a group.


As always, if you would like to become more involved, please reach out to me, our Director of Membership, John Kanya, or any of the other officers or members. Everyone has ideas and it’s these that make our Chapter great!




Jana Sjoquist

AGA Cleveland Chapter





Upcoming Events

  • Friday, September 28, 2018, from 10:00 am to 2:00 pm: Ohio Federation of Independent Colleges (OFIC) Career Fest at the Huntington Convention Center

  • September/October TBD: Coast Guard briefing and tour

  • Members: If you have an upcoming event or know of an event and you believe AGA could make an impact or other members could benefit, please let us know. We are glad to set up information booths or tables or to simply disseminate the information. Please contact our Director of Outreach Nancy Walling,, Director of Membership John Kanya,, or other officer.

Other Events of Interest

  • Saturday, September 29, 2018: St. Jude Children’s Hospital – Walk/Run to End Childhood Cancer. If you would like to join me, signup as part of the AGA Cleveland Chapter Books Team, Captain, Jana Sjoquist on their website, St. Jude Walk/Run.

Volunteer Opportunities

  • Fall/Winter TBD:

    • Rainbow Babies

    • Cleveland Food Bank

    • Metroparks

  • Travelers: If you’re able, please save your unused toiletries and drop them off during an event or contact an officer for collection. The Glenn Research Center Chief Financial Officer (GRC CFO) does have a drop point for your convenience or you may contact our Past President, for a drop off point in the Cleveland Federal Office Building.

  • Members: If you have a particular charity or cause that is near to your heart, please let us know of volunteer opportunities. Our chapter to would like to work with you on how we could support the charity or organization through community service or other events. Please contact our Director of Community Service Sharon Buggele,, our Director of Outreach Nancy Walling,, or other officer.

Upcoming AGA Activities of Note

  • AGA Internal Control and Fraud Prevention, Sept 20-21, Washington or virtual, 14 CPEs, $625 online member or $650 email member

  • AGA Shared Services Summit, Nov 1, Washington, 9 CPEs, cost complimentary for members who work in government; private sector $249

  • AGA Members only FREE Webinars, 1 CPE: December 20, Social Media, 1-2:00 PM

  • AGA 2018-2019 Webinar Schedule. These webinars offer 2 CPEs and the cost is $49 per member. Group webinars are available at $289 early-bird and AGA offers a 10% discount for the purchase of 4-7 webinars and a 25% discount for the purchase of 8-12 webinars.

    • Oct 10, 2018, 2-3:50 PM, Internal Control

    • Nov 28, 2018, 2-3:50 PM, Ethics

    • Dec 5, 2018, 2-3:50 PM, Internal Control

    • Jan 9, 2019, 2-3:50 PM, Grants Management

    • Feb 6, 2019, 2-3:50 PM, GASB Update

    • Mar 6, 2019, 2-3:50 PM, Finance

    • Mar 27, 2019, 2-3:50 PM, Cybersecurity

    • Apr 10, 2019, 2-3:50 PM, Ethics

    • Apr 24, 2019, 2-3:50 PM, DATA Act

    • May 15, 2019, 2-3:50 PM, Fraud/Data Analytics

    • Jun 12, 2019, 2-3:50 PM, Leadership

  • AGA PDT 2019, July 21-24, 2018, New Orleans, 24 CPEs

News Articles

Attention Writers: If you would like to publish an article on our chapter Website, contact Annette Schmunk,

Welcome Aboard

We would like to extend a warm welcome to our newest members:

  • Timothy Greene, Because We Should

  • Chall L. Montgomery, DFAS-Cleveland

2018-2019 Board Members

Chapter President

Jana L. Sjoquist, CGFM


Chapter President-Elect

Jason M. Stitt, CGFM, CDFM

Graduate Student

Immediate Past President

Jackie Hall-Carrillo, CPA



Steve Morgunov


Chapter Treasurer

Michael G. Hoffman


CGFM/Professional Certification

Ron Gedeon, CGFM, CMA, CDFM

HX5 Sierra LLC

Community Service

Sharon E. Buggele



Balwinder K. Beasley



John Kanya


Member Services and Outreach

Nancy J. Walling



Annette Schmunk




© 2019,  AGA Cleveland Chapter. All rights reserved.