President’s Message
January 2019

We are officially in the New Year now, 2019! I hope that you had a great holiday season and that you have a great year ahead. At Phoenix AGA, we finished the year off strong, with our last meeting of the calendar year on December 19th, which was also our annual holiday event. At this event, we heard from our AGA National Treasurer, Dennis Green, CPA, CGFM, on the topic of Managing Resources through the Budget. In December, the Chapter also gained one new chapter member, Sara with the Maricopa County Sheriff’s Office. Welcome to the Chapter, Sara!

In January, we will hold two events. The first meeting will be held on Wednesday, January 9th. It will be a webinar on the topic of Grants Management, at ASU Skysong, for two CPE. The second event will be on Friday, January 18th, and is our annual Ethics Update for Arizona CPAs. This event will be worth four CPEs, and will be held at the MCCCD Governing Board. To register for these events, or any of our other events, or to just find out more information, visit our website, at:

Right after our January 9th meeting, we will again hold a board meeting, from 2 PM to 3 PM. Please consider attending this meeting. It is a great way to learn more about what is going on in your Chapter, or to get involved in one of the Committees. If you have any questions, or would like to share any feedback with the board, please e-mail us at,

As part of your membership with the AGA, there are also opportunities to attend free educational events, like the upcoming Financial Systems Summit on January 10th, which is worth six CPEs. The event is a live event, held in Washington, D.C., but you may attend this virtually. This event will bring government leaders and industry experts together to discuss how to improve governmental services, through systems modernization, in a budget constrained environment. To register, or find out more about this event, visit the AGA website, here:

One other event to be aware of is the community service event we will hold with Feed My Starving Children (FMSC) on February 12th from 6 PM to 8 PM, at their Mesa campus. To get more information, or to RSVP for this event, please e-mail us at,

Thank you for your continued support of the Phoenix Chapter! We wish you the very best in the New Year, and hope to see you at many AGA Phoenix Chapter events!

Michelle Huckabay, CPA, CGFM
AGA Phoenix Chapter



Chapter News

Due to the ongoing Federal government shutdown, the Grants Management Webinar that was originally scheduled for January 9th, is postponed until January 23rd.

Please help the Phoenix AGA give back to the community by packing food items with the Feed My Starving Children organization on February 12, 2019 from 6 PM to 8 PM.  Location of the event is 1345 S. Alma School Rd. / Mesa, AZ 85210.  RSVP here.  Thank you!

Upcoming Events

Professional Ethics Update for Arizona CPAs

/ Continental Breakfast: 8:00am - 8:30am

Program: 8:30am - 12:00pm

Objectives: To reinforce skills enabling a CPA to: Identify standards, state laws and other factors critical to making ethical accounting and business decisions; Recognize technical considerations in the analysis and resolution of ethical dilemmas; Practical application of professional ethics standards to both public accounting and business situations; Fulfill responsibilities as required by the Arizona State Board of Accountancy

Course Highlights: Review of ethics standards for Arizona CPAs including the AICPA Code of Professional Conduct and the Arizona Accountancy Statutes and Rules. Updates include the latest ethics guidance as well as “hot topics” in professional ethics. Interactive case studies are designed to illustrate the application of ethics standards as they relate to real-life situations.

Who should attend: CPAs seeking ethics training or fulfilling ethics requirement.

Location: MCCCD Governing Board Room
Date: January 18, 2019
Grants Management

January 23rd | Lunch 11:30am - 12:00pm     Webinar 12:00pm - 1:50pm | 2 CPEs 

Participants will be able to identify:

  • The importance of internal controls over financial and compliance aspects of grants
  • The expectations of internal controls and grant compliance of recipients and subrecipients
  • How the GAO Green Book and OMB Supplement can be used to develop sound internal control practices 
  • The key elements of managing the risk of fraud


  • Douglas Godesky, Senior Grants Officer and Policy Advisor, Corporation for National and Community Service
  • Lucy Mungle, MPA, CPA, Policy Analyst, Office of Justice Program/OAAM
  • D. Clark Partridge, CGFM, CPA, State Comptroller, AZ Dept. of Administrative GAO

Location: 800 W. Washington St. - Phoenix, AZ 85007
Date: January 23, 2019
Top Issues Facing State and Local Governments

February 6th | Lunch 11:30am - 12:00pm     Education Seminar 12:00pm - 1:50pm | 2 CPEs 


This presentation will discuss issues that state and local governments are and will be facing in the future.  Some of the areas to be discussed are: Federal Funds and Compliance, Economy, Staffing, Accounting Implementation, Risk Management, etc.

Lealan Miller, CPA, CGFM

Location: SkySong - Room SS1 201 Ingenuity
Date: February 6, 2019
Tax and Retirement Seminar

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


  • 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


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


Location: SkySong - Room SS3 130 Synergy I
Date: March 1, 2019


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


More information to follow


Location: SkySong - Room SS1 301 Ingenuity
Date: March 6, 2019

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