Tax and Retirement Seminar

March 1, 2019
SkySong - Room SS3 130 Synergy I

March 1st | Lunch 11:30am - 12:00pm     Education Seminar 12:00pm - 3:50pm | 4 CPEs 

Description

  • Discussion on the status of the Arizona State Retirement System
  • Disussion on Long Term Care
  • IRS update on Federal Income Tax
  • Department of Revenue update on State Income Tax

Speakers:

Paul Matson, Arizona State Retirement System
Carlo Cordasco, MSM, RCC, RICP, CRPC, CHSA, CLTC, Nationwide/Deferred Compensation - bio
Lisa Novack/or alternate speaker, Internal Revenue Service
E. Powell/T. Johnson, AZ Department of Revenue

 

Contact: Event Registration
Email: contact@agaphoenix.org

Finance: Updates to the New Tax Reform

March 6, 2019
SkySong - Room SS1 301 Ingenuity

March 6th | Lunch 11:30am - 12:00pm     Webinar 12:00pm - 1:50pm | 2 CPEs 

Description: 

The new tax reform brings many new changes to both business and individuals. This webinar will explore how tax reform will affect governments, your workplace and your taxes. We will also explore what tax provisions have changed or eliminated and understand how these changes will affect government services and tax collections, along with the impact to the federal deficit. 

Speakers:

Jo Bachman, CGFM, Accountant, US EPA
Mariane Smith, Enrolled Agent, Block Advisor
Nichelle Williams, Enrolled Agent, Block Advisor

Contact: Event Registration
Email: contact@agaphoenix.org

Cybersecurity

March 27, 2019
SkySong - Room SS1 301 Ingenuity

Cybersecurity

March 27th | Lunch 10:30am - 11:00am     Webinar 11:00am - 12:50pm | 2 CPEs 

Cybersecurity 

This webinar will explore techniques to secure data while also implementing data automation techniques to help support government programs and operations in a more effecitve and efficient manner.

Speakers:

  • Tony Hubbard, Partner, KPMG Government
    Cybersecurity

Contact: Event Registration
Email: contact@agaphoenix.org

April Education Meeting

April 10, 2019
SkySong - Room SS1 301 Ingenuity

FBI

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

FBI 

More information to follow

Speakers:
TBD

Contact: Event Registration
Email: contact@agaphoenix.org

2019 Professional Development Training

April 26, 2019
Rio Salado College, Conference Center

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

2019 Professional Development Training

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 - 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) GASB Updates
Speaker: Michael Stelpstra, CPA - 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) Current Status of Municipal Bonds
Speakers: Kurt Freund - RBC Capital Markets

Lunch 12:00PM - 12:30PM

Session 5 (12:30PM – 1:20PM) 2018 Treasurer’s Updates
Speaker: Mark Sweson, with introduction from Arizona Treasurer Kimberly Yee
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) Panel on Economic Development
Panelists: Cindy Smith, CPA (moderator) - ASU, Micah Miranda - City of Chandler, Christine Mackay - City of Phoenix 

Ice Cream Social 3:10PM - 3:30PM

Session 7 (3:30PM – 4:20 PM) Audit Updates, Including Cybersecurity in Financial Statement Audits  
Speakers: Brian Hemmerle, CPA, CFE - Henry+Horne

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 Sweson, Deputy Treasurer with introduction from Arizona Treasurer Kimberly Yee
Micah Miranda, Development Director at City of Chandler
Christine Mackay, Phoenix Community Economic Director at City of Phoenix 
Brian Hemmerle, CPA, CFE, Senior Manager at Henry + Horne

Presentation Materials:
Session 1 - Professional Opportunities,

Contact: Event Registration
Email: contact@agaphoenix.org

Fraud/Data Analytics

May 15, 2019
SkySong - Room SS1 301 Ingenuity

Fraud/Data Analytics

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

Fraud/Data Analytics 

More information to follow

Speakers:
TBD

Contact: Event Registration
Email: contact@agaphoenix.org

Robotics Process Automation

May 29, 2019
SkySong - Room SS1 301 Ingenuity

Robotics Process Automation

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

Robotics Process Automation

More Information to Follow

Speakers:
TBD

Contact: Event Registration
Email: contact@agaphoenix.org

June Education Meeting

June 12, 2019
SkySong - Room SS1 301 Ingenuity

Topic TBD

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

Topic TBD

More Information to Follow

Speakers:
Brittney Williams, CPA, CGFM

Contact: Event Registration
Email: contact@agaphoenix.org

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