Access AGA’s COVID-19 Resource Exchange

President’s Message

February 2021

Hello everyone! It is hard to believe that it is already 2021. Please check out our Event Calendar to see the great educational events we have coming up. We plan to host virtual-only events for the remainder of the program year.

On January 13th, we had Audio Uniform Guidance presented by AGA National. On January 22nd, we had a special event, Professional Ethics for AZ CPAs, which was produced by the Arizona Society of CPAs. In total, we had 49 people attend! On February 3rd, we have the Audio GASB event, which is produced by AGA National. On February 26th, we have our Tax and Retirement Seminar. Following that, we have Audio Improper Payments on March 3rd, which is produced by AGA National.

The ongoing COVID-19 pandemic has required our chapter to look for ways to deliver high quality CPE trainings online. We plan to continue to use Zoom as our primary platform for virtual events. We regularly check our event feedback, and we are constantly working to improve. If you are not already signed up, we encourage you to register for our Chapter’s Amazon Smile account. At no cost to you, 0.5% of every purchase you make on Amazon can go towards supporting the Phoenix Chapter!

If you are not a member of the AGA, or let your renewal lapse, and are interested in joining, just go to the AGA website, and click join or renew. I would like to welcome our newest members, Michael Bailey and Kathleen Reibert. We are happy to have you both join! There are many membership benefits, such as free study materials for the CGFM exams as well as discounted CPE events. We are also always looking for interested individuals to consider joining our Chapter’s Board. I can personally attest to it being an excellent professional opportunity!

As we look to continue with virtual-only events, I want to ensure you all that we are as dedicated as ever to providing quality educational events. The Chapter Board is also always available if you have any questions or concerns. While we have not been able to meet in person, I am so happy to see the high levels of turnout we have had for our educational events. Please be safe and enjoy the new year!


Jordan Dale, CGFM
President of the AGA Phoenix Chapter

Upcoming Events

Tax and Retirement Seminar

Date:  February 26, 2021
Location: Virtual Event

February 26th | Education Seminar 12:00pm - 3:30pm | 4 CPEs

  • Discussion on the status of the Arizona State Retirement System
  • Discussion on Deferred Compensation
  • IRS update on Federal Income Tax
  • Department of Revenue update on State Income Tax
    Disclaimer: This event is virtual only

Audio Improper Payments

Date:  March 3, 2021
Location: Virtual Event

Improper payments have been a persistent challenge for the public sector. Payments during COVID-19 were particularly vulnerable. While not all organizations can harness and use their data, some have increasingly seen the importance of adopting a data-oriented mindset. Moreover, as the exploration of emerging technology like Machine Learning, blockchain and AI accelerates, governments and industry alike are seeing how the convergence of data and emerging technologies can balance speed with accuracy to reduce improper payments and achieve friction-less payments. The discussion will focus on these best practices and examine use cases that improve payment integrity.

Speakers: Steve Bernstein

Disclaimer: This event is Virtual Only.

Audio Cybersecurity

Date:  March 24, 2021
Location: Virtual Event

More information to come

Kenny Kang - sponsored by P.U.N. Group

Date:  April 7, 2021
Location: Virtual Event

According to the Association of Certified Fraud Examiners December 2020 “Fraud in the Wake of COVID-19: Bench marking Report,” 79% of respondents observed an increase in fraud and 90% expected a fraud increase over the next 12 months. Join Kenny Kang CPA, CGMA, CFE as he leads a discussion on the latest fraud schemes being observed, including cyber threats. We will also illustrate the importance of fraud prevention with two case studies. To wrap up the discussion, we will present some of the best practices to prevent fraud and cyber threat during this pandemic.

Speakers: Kenny Kang CPA, CGMA, CFE of Kenny Kang CPA

Disclaimer: This event is Virtual Only.

Please select the areas of interest for which you would like to receive occasional email from us.