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President’s Message

January 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 at least through March of 2021. Based on discussions with the Chapter Board, we will likely only have virtual events for the remainder of the program year.

On December 9th, Brian Hemmerle from Henry & Horne gave the Fraud – Report to the Nations Presentation. Our next CPE event will be Audio Uniform Guidance on January 13th, 2021. This event will be presented by AGA National, but you will be able to purchase your ticket through the AGA Phoenix Chapter. On January 22nd, we have a special event, Professional Ethics for AZ CPAs. This course is designed to meet the Arizona biennial four-hour ethics CPE requirement for CPAs renewing their licenses

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

Professional Ethics for AZ CPAs

Date:  January 22, 2021
Location: Virtual Event

Constantly updated, this course is designed to meet the Arizona biennial four-hour ethics CPE requirement for CPAs renewing their licenses. In addition to meeting Arizona State Board of Accountancy requirements, the course includes materials designed to reinforce the CPA's practical understanding of professional ethics standards.
Speaker: Gil Blumenthal

Audio GASB Update

Date:  February 3, 2021
Location: Virtual Event

Audio Uniform Guidance
January 13th | Education Seminar 12:00pm - 1:50pm | 2 CPEs

Challenges associated with the implementation of the new leases and fiduciary activities standards continue to be front and center issues for governments. This session will focus on these challenges, including recent guidance that governments should apply in the implementation of these standards. In addition, there are new GASB Statements issued in 2020 that should be on everyone’s radar. These standards and an up to the minute status report on key projects and on several other practice issues projects that the GASB expects to be issuing proposals on in the first half of 2021 will be addressed in this must attend session.
Speaker: David Bean

Disclaimer: This event is virtual only

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