President’s Message
April 2019

Moving into April, you can definitely tell that springtime is here, with spring training in the valley and warmer weather. This is a great time to get out and enjoy the outdoors before it becomes too hot, to complete your spring cleaning, or even to work on your CPE requirements for the year. In March we held three events. On March 1st we held our annual Tax and Retirement Seminar, March 6th we had a webinar on Updates to the New Tax Reform and on March 27th we had a webinar on Cybersecurity, for a total of 8 CPE opportunities during the month. We also recognized our Chapter CGFMs at the March 1st meeting and presented Governor Ducey’s March CGFM Month proclamation.

For April, we will have even more CPE opportunities. We will kick off the month with a live speaker from the FBI to discuss White Collar Crimes and Following the Money at 10:30 AM on April 10th at ASU Skysong (2 CPE). We will round out the month with our annual PDT on April 26th, also at Skysong. This event will be worth 8 CPEs, and will cover such staples as GASB and Yellow Book Updates, as well as discussions on Economic Development with city leaders and the Current Status of Municipal Bonds. We will also hear from our current National AGA President, John Lynskey, CPA, CGFM on the topic of Your Professional Opportunities and Journey. To see a full calendar of our upcoming events, where you can read more about what is coming up, and register for any of the events, including our annual PDT, head over to our website, here. To register for an event, just click on the header for the particular event that you are interested in.

Here are some other updates to pass along. Yay, we added four new members in March. We are pleased to welcome Brian from the US Department of Defense, Tami from the State of Arizona, Arvid from the Gila River Indian Community, and Kylan a young professional and AGA Phoenix Chapter Scholarship winner, as new members in March. We also started a CGFM Study Group, which will meet on Wednesdays at the Arizona Department of Administration building and will currently focus on Exam 2 - Governmental Accounting, Financial Reporting and Budgeting. If you are interested in participating in this study group, please e-mail us, here. Also, don’t forget that membership renewals were due on March 31st . However, if you missed the deadline, you can still renew on the AGA website, here.

As always, if you have any questions or feedback for us, please e-mail us here. We love to hear your topic suggestions, especially ahead of the summer planning session, so please feel free to pass that information along. Also, if you are interested in participating in the Board, on one of the committees, please reach out to us.

Thank you for your continued support of the Phoenix Chapter, and we hope to see you soon!

Michelle Huckabay, CPA, CGFM
President
AGA Phoenix Chapter

 

 

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Upcoming Events

2019 Professional Development Training

April 26th | Breakfast and Lunch Included     Education Seminar 8:00am - 4:30pm | 8 CPEs 

2019 Professional Development Training
PDT Brochure

Registration & Breakfast (7:30AM - 8:00AM): Breakfast provided by Henry + Horne

PDT Welcome Address (8:00AM - 8:05AM): Michelle Huckabay, President, AGA Phoenix Chapter

Welcome and Introduction of Session 1 (8:05AM - 8:10AM) : Chad Kirkpatrick – Grant Thornton LLP

Session 1 (8:10AM – 9:00AM): Your Professional Opportunities and Journey
Speaker: John Lynskey, CGFM, CPA - National AGA President
Description: How can we all take advantage of professional opportunities provided.  How can we all maximize our professional journey.  We are all given opportunities and how do we make the most of them.

Session 2 (9:10AM – 10:00AM) Yellow Book Updates
Speaker: Kathleen Wood, CPA - Arizona Auditor General's Office
Description: The U.S. Government Accountability Office issued the Government Auditing Standards—2018 Revision, which apply to government auditors. This session will provide an overview of these important updates since the 2011 Revision of the standards.

Session 3 (10:10AM – 11:00AM) 2019 GASB Updates
Speaker: Michael Stelpstra, CPA - Arizona Auditor General's Office
Description:  GASB recently issued proposed implementation guidance on its new fiduciary activities and leases standards—the biggest standards most governments will need to address in the next few years. This session will review the proposed guidance along with other standards Arizona governments will need to implement in fiscal years 2019 and 2020. We will also look at other short- and long-term projects GASB is working on.

Session 4 (11:10AM – 12:00PM) Municipal Bond Market Update and Trends
Speaker: Kurt Freund - RBC Capital Markets
Description:  The majority of America’s infrastructure is financed through the issuance of municipal bonds by State, local and other governmental entities. This session will provide an update on current issues and trends in the municipal bond market, including the impacts of tax reform on both issuers of municipal debt and the investors who purchase these securities, and what the future may hold for tax-exempt bonds and funding infrastructure in America.

Lunch 12:00PM - 12:30PM

Session 5 (12:30PM – 1:20PM) 2019 State Treasurer’s Updates
Speaker: Mark Swenson
Description: This session  will provide an update on how the State Treasurer's Office investments are doing, what the projections are for the future, provide any new or proposed legislative changes impacting the Treasurer's Office, and discuss how the Education Land Trust for Schools funding is doing.

Session 6 (1:30PM – 3:10 PM) Economic Development Panel Discussion
Panelists: Cindy Smith, CPA (facilitator) - ASU, Christine Mackay - City of Phoenix, and Dan Henderson - Town of Gilbert
Description: This session will provide an open dialogue with city economic development leaders on the challenges, opportunities, and trends for their communities and the industry.

Ice Cream Social (3:10PM - 3:30PM): provided by Heinfeld & Meech

Session 7 (3:30PM – 4:20 PM) Audit Updates, Including Cybersecurity in Financial Statement Audits  
Speaker: Brian Hemmerle, CPA, CFE - Henry+Horne
Description: This presentation will cover the recent updates to auditing standards as well as a look at the upcoming projects the AICPA is currently working on. We will then dive into IT controls and security that all state and local governments can focus on in this ever changing environment of information technology.

Speakers:
John Lynskey, CGFM, CPA,  AGA National President
Kathleen Wood,CPA Technical Manager at Auditor General's Office
Michael Stelpstra, Manager in Professional Practices Group at Auditor General's Office
Kurt Freund, Managing Director at RBC Capital Markets 
Mark Swenson, Deputy Treasurer 
Christine Mackay, Phoenix Community Economic Director at City of Phoenix
Dan Henderson, Economic Director at Town of Gilbert 
Brian Hemmerle, CPA, CFE, Senior Manager at Henry + Horne

Presentation Materials:

Session 1, Session 2, Session 3
Bios

Location: Rio Salado College, Conference Center
Date: April 26, 2019
Fraud/Data Analytics: Fighting Fraud with Analytics

May 15th | Lunch 10:30am - 11:00am     Webinar 11:00am - 12:50pm | 2 CPEs 

Description:  
Participants will explore the ways to build or further enhance fraud detection and prevention toolkit with cost-effective analytics tools and techniques.

Speakers:
Megan Gaillard, CGFM, Director of Audit, Palm Beach County - OIG
Edwin Krafsur, Manager, Data Analytics Division, US Postal Service/OIG

Location: SkySong - Room SS1 301 Ingenuity
Date: May 15, 2019
Robotic Process Automation

May 29th | Lunch 10:30am - 11:00am     Education Seminar 11:00am - 12:50pm | 2 CPEs 

Description

Automation technology has begun to influence almost every aspect of daily life.  Applications of technology ranging from Amazon Alexa to self-driving cars, unmanned drones, chatbots, and even the accounting profession present opportunities for greater efficiency and productivity through automation. In this session, we will discuss the spectrum of automation from artificial intelligence and machine learning to the more common applications of robotic process automation (RPA).  We will provide an overview of the criteria used to assess RPA opportunities and present two case studies for the application of RPA in the public sector. Lastly, we will demonstrate the automations, review real-world experiences, and share lessons learned from the implementation of RPA in two Arizona state agencies and the City of Fort Worth, Texas.

Speakers:

Nathan Frey, CPA, PMP – Partner at ISG
Thomas Ortiz, PMP – Partner at ISG
Bios

Location: SkySong - Room SS1 301 Ingenuity
Date: May 29, 2019
Stress Can Be a Good Thing

Stress Can Be a Good Thing

June 12th | Lunch 10:30am - 11:00am     Education Seminar 11:00am - 12:50pm | 2 CPEs 

Description:

How often do you say “I’m so stressed”, or hear someone else complain “I’m just so busy”! What is the story we tell ourselves about stress, anxiety and worry? What if we could use stress as a positive influence in our lives. This session will focus on positive and negative effects of stress and provide thoughtful discussion on work life balance.

Speakers:
Brittney Williams, CPA, CGFM

Location: SkySong - Room SS1 301 Ingenuity
Date: June 12, 2019

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