President’s Message
March 2019

Thank you to all of you who participated in our February events. It was great to have Lealan Miller, CPA, CGFM from the AGA Idaho Centennial Chapter speak again. He presented to the group on February 6th at Skysong, on the topic of Top Issues Facing State and Local Governments. On February 12th, we held the second event of the month, a community service event with Feed My Starving Children (FMSC). We had about ten people participate in this event, including some of the member’s children, and it was a really positive experience. FMSC was very organized and made sure that we had a fun time, too. We were able to see where the work that we were doing was going, to help starving children in the county of the Philippines. you, volunteers!

For March we are happy to celebrate our CGFMs during CGFM month, and to present Governor Ducey’s proclamation to the chapter, declaring March 2019 officially CGFM month. CGFMs will be honored as part of our meeting on March 1st. At this meeting we will also hold our annual officer election. This will be our annual Tax and Retirement Seminar at ASU Skysong. The event is worth four (4) CPE and will cover a variety of topics from IRS tax updates, to a discussion on long term care options. On March 6th, we will hold a webinar on the topic, Updates to the New Tax Reform. This event will also be at Skysong and will be worth two (2) CPE. The last event of the month, will be a webinar on March 27th, on the topic of Cybersecurity. To register for these events, visit our website event calendar. The calendar lists all of our upcoming events, where you can read more about what is coming up, and register for any of the events. This includes our annual PDT, which is coming up on 4/26/19. To register, just click on the header for the particular event on our website, here.

I have a lot more news for March, than just events, though. We will also present scholarship awards during our 3/1/19 meeting to Aleesa Sells and Kylan Musgrave. Congratulations, to you both! We also added one new member and two new board members in March. We are pleased to welcome Ryan as a new member from the Arizona State Hospital, and Cindy from the City of Scottsdale, and Robert from Maricopa County, as two new board members. As always, if you would like to join the Board, or have any questions or feedback for us, please e-mail us, here.

Also, don’t forget that March 31st is the deadline to renew your AGA membership. You can renew, here.

We would like to thank you for your continued support of the Phoenix Chapter, and we hope to see you soon! Thank you.

Michelle Huckabay, CPA, CGFM
AGA Phoenix Chapter



Chapter News

March 2019 declared CGFM Month by Arizona Governor Doug Ducey!

Upcoming Events

Cybersecurity: Protecting and Utilizing Government Data

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


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.


  • Tony Hubbard, Partner, KPMG Government

Location: SkySong - Room SS1 301 Ingenuity
Date: March 27, 2019
The FBI on White Collar Crimes and Following the Money

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


Overview of the White Collar Crime program, with case examples, and discussion on the Foreign Corrupt Practices Act.

Dominick Margarella, CPA, CFE


Location: SkySong - Room SS1 301 Ingenuity
Date: April 10, 2019
2019 Professional Development Training

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

2019 Professional Development Training
PDT Brochure

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
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, Micah Miranda - City of Chandler, Christine Mackay - City of Phoenix, and Dan Henderson - Town of Gilbert

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

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

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 
Micah Miranda, Development Director at City of Chandler
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 - Professional Opportunities,


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 

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

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
Robotics Process Automation

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

Nathan Frey, Partner at ISG

Location: SkySong - Room SS1 301 Ingenuity
Date: May 29, 2019

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