26th Annual Accounting & Auditing Update

The 26th Annual Accounting and Auditing Update is scheduled for October 24 & 25, 2017 from 8:00 AM—4:30 PM. Wes Galloway, GASB will be a guest speaker. The event will be held at the Kentucky History Center located at 100 West Broadway Street, Frankfort, Kentucky. Doors open at 7:30 AM. Lunch will be catered by Family Affair Catering. Morning and afternoon snacks and beverages will also be provided. Sixteen Hours of CPE will be available including 12 hours governmental, 2 hours of ethics, and 2 hours fraud training. Training materials will be posted to website before the event. The Brochure with registration form is available for download.

Tuesday, October 24, 2017  8:00 AM—4:30 PM

GASB Update (4 Hours), Wes Galloway, GASB

This session will provide an overview of the GASB pronouncements that become effective this year and in the coming fiscal years, including new guidance for OPEB employer reporting, fiduciary activities, asset retirement obligations, tax abatements, and the new leases reporting model.  The session also will highlight projects on GASB’s current technical agenda and research agenda, including the reexamination of the governmental financial reporting model.

Fraud (2 Hours), Glenda Ostrander, Director of Internal Audit for Gwinnett County Public Schools, Atlanta, GA

Ethics (2 hours), Bobby Derrick, AGA

 

Wednesday, October 25, 2017 8:00 AM—4:30 PM

Uniform Guidance (8 Hours), Diane Edelstein, Maher Dussel

 

Speaker Bio:

Wesley A. Galloway is a senior project manager at the Governmental Accounting Standards Board and is a frequent speaker on governmental accounting.  He serves as the GASB liaison to governmental utilities, hospitals, and higher education organizations.  Since joining the GASB staff in 1996, Mr. Galloway has worked on numerous GASB Statements and projects.  More recent projects include leases, debt extinguishments, and equity interests reporting.

Mr. Galloway has also conducted research on the effectiveness of GASB standards as a research fellow at the Financial Accounting Foundation, which oversees the GASB.

Mr. Galloway is a graduate of Brigham Young University and is a member of the AICPA.

 

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AGA 2017-2018 Programs Schedule Released

 

Photo credit: Eric-Rothermel via Unsplash

AGA 2017-2018 PROGRAMS SCHEDULE

Note: There will not be a July meeting

August 10, 2017
Office of Medicaid Fraud and Abuse, Office of the Attorney General
Medicaid Fraud
CPE Hours: 1

September 14, 2017
Kinney Poynter, Executive Director NASACT
NASACT Annual Conference & Emerging Issues in Government Accounting and Auditing
CPE Hours: 1

October 24 – 25, 2017
Annual Accounting & Auditing Updtate: Wes Galloway, GASB; Bobby Derrick, AGA; Diane Edelstein, Maher Dussel
GASB Update (4hr); Ethics (2hr); Uniform Guidance Update (8hr)
CPE Hours: Total of 16

November 9, 2017
Budget Office
To Be Determined
CPE Hours: 1

December 14, 2017
Ed Ross, Finance Executive Director
To Be Determined
CPE Hours: 1

January 11, 2018
Mark Schmitt, Mountjoy, Chilton & Medley
2017 Tax Updates
CPE Hours: 1

February 8, 2018
David Byerman, LRC Director
RC: Who we are and what we do…
CPE Hours: 1

March 8, 2018
John Eiler, KYTC
KAVIS
CPE Hours: 1

March 2018
Spring Training
To Be Determined
CPE Hours: 8

April 12, 2018
To Be Determined
CPE Hours: 1

May 10, 2018
To Be Determined
CPE Hours: 1

June 14, 2018
Alice Wilson & Mike Harmon, Auditor of Public Accounts
To Be Determined
CPE Hours: 1

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26th Annual Accounting & Auditing Update scheduled for October

SAVE THE DATE:

26th Annual Accounting & Auditing Update

October 24 -25, 2017

100 West Broadway Street, Frankfort, Kentucky

(Doors open at 7:30 AM)

16 Hours of CPE available

October 24, 2017
8:00 AM—4:30 PM

  • GASB Update (4 Hours), Wes Galloway, GASB
  • Yellow Book Update (2 Hours), Speaker TBD
  • Ethics (2 hours) with Bobby Derrick, AGA

October 25, 2017
8:00 AM—4:30 PM

  • Uniform Guidance (8 Hours), Diane Edelstein, Maher DusselKentucky History Center

Family Affair Catering will provide lunch along with snacks and beverages for morning and afternoon break.

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Registration is open for the 2017 Spring Training Event

Photo credit: Eric-Rothermel via Unsplash

2017 Spring Training Event
May 10, 2017
8:00 AM—4:30 PM

Speakers:

Brian Ingle, Chiffon M. Robinson, and JP Vick

KYTC Office of Human Resource Management, Professional Development
Daniel Porter, CFE
Licensed Private Investigator

Kentucky History Center
100 West Broadway Street, Frankfort, Kentucky
(Doors open at 7:30 AM)
Lunch will be catered by Family Affair Catering. Morning and afternoon snacks and beverages are provided.

8 Hours of CPE available including 4 hours governmental/fraud training

Training Agenda:

Morning Session (Management & Leadership):

Blind Spots:
How Emotional Intelligence Can Make or Break
• Leadership/Management
• Communication
• Generational- & Personality-Based Interactions
Afternoon Session (Fraud):

Was Radar O’Reilly a Fraudster?
Interview Techniques & Detecting Deception
Training materials will be posted to website by
May 5th at www.CKYAGA.com

If you are interested in attending please download and fill out a registration form.

SPEAKER BIOGRAPHIES

Daniel Porter, CFE

Daniel Porter, CFE, has conducted civil and criminal investigations as a licensed Private Investigator and as a Loss Prevention Manager. While he was Investigations Manager with the Tennessee Department of Transportation he created an investigations section and was responsible for investigations of fraud, waste, and abuse. Currently, he is an investigative auditor for the State of Tennessee, Comptroller of the Treasury, Division of Investigations, where he investigates fraud, waste, and abuse cases.

He is a Cum Laude graduate from Middle Tennessee State University’s Criminal Justice Program and a CFE. He has made presentations at AGA, IIA, and CFE conferences as well as to various governmental agencies in various states. He is a frequent guest lecturer to Criminal Justice and Accounting classes at Middle Tennessee State University. He is active in the Middle Tennessee Chapter of the ACFE and previously served as President, Vice President, and was selected the Chapter’s Member of the Year in 2003.

Brian Ingle

Brian has a passion to help people find satisfaction in life and work.  He is a student of leadership and has been creating and facilitating various trainings and leadership experiences for 15 years.  Brian’s leadership experiences span all three sectors – private, public, and non-profit.

Brian loves creating and presenting a wide variety of dynamic learning experiences for employees at all levels of the Transportation Cabinet.  He has been instrumental in the development and presentation of approximately 30 instructor-led courses, in addition to leading the Cabinet’s Advanced Leadership Academy (ALA).

As the Professional Development Branch Manager, Brian oversees online and instructor-led training, recruiting, the Engineering Scholarship Programs, and a Minority Internship Program for the Transportation Cabinet.

JP Vick

JP Vick is passionate about helping others excel in their professional and personal lives. Dr. Vick currently serves as a Training and Development Specialist for the KY Transportation Cabinet’s Professional Development Branch. He holds a doctoral degree in Organizational Leadership and has over a decade of experience working in a variety of non-profit and for-profit leadership positions. Dr. Vick has found his niche in teaching, coaching, and inspiring.

Chiffon M. Robinson
Currently, Chiffon Robinson serves as a Training Development Specialist for the KY Transportation Cabinet’s Professional Development Branch; with previous experience as a Human Resource Specialist. She holds a master’s degree in Public Administration, Human Resource Management; and intends to continue furthering her education. Chiffon possesses over a decade in leadership experience, that expands from private, public and non-profit sector positions. Her hopes is that she will continue to add value to the cabinet in which she serves.
Passionate about teaching and inspiring others, Chiffon is always looking for ways to bring joy and excitement to the classroom. As a lover of knowledge, Chiffon aims to expand her area of influence to impact others around her for the better. She is a strong believer that knowledge is power and is always looking for ways to expand her knowledge. As a leader in her community, church, workplace and family, Chiffon understands that where much is given, much is expected; therefore, her purpose is to simply encourage others with the empowerment of knowledge.

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Our next chapter meeting will be April 13th

accounting collaboration
Photo Credit: Helloquence via Unsplash

UPDATE: Download the notes for the presentation here.

Join us for our next chapter meeting April 13th from 11:30 am to 2 pm. Please RSVP by Wednesday, April 12, NOON.

Speaker: Dr. Jannett Bradford (Lieutenant Colonel, USAF, Retired)
Assistant VP for Organizational Development, College of Coastal Georgia
Loaned Executive, Federal Law Enforcement Training Centers, Dept. of Homeland Security
AGA Regional Vice President, Southeast Region

Topic: Enterprise Risk Management: A Personal Approach

CPE: 2 hours — Please remember to sign in at the meeting to get the credit

Location: Holly Hill Church of Christ, 1020 Holly Hill Drive, Frankfort (follow the link or see the map below)

Lunch menu:
Pork Barbecue
Cole Slaw
Hashbrown Casserole
Baked Beans
Banana Pudding
Tea/Lemonade/Water
(Catered by Family Affair of Salvisa, Kentucky)

Cost:
Members $10
Non-members $15
CPE credit only (no lunch) – Members $5, Non-members $10

The Central Kentucky Chapter AGA accepts credit cards for monthly meeting payment. Payment must be made by the day prior to the meeting. Contact Amy Small at ckyaga@gmail.com to pay by credit card. Amy will e-mail a PayPal invoice from which payment will be made.

(The Central Kentucky Chapter AGA works with PayPal to process credit card payments. PayPal customer service must be contacted directly for problems with the PayPal process.)

 

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Governor Bevin declares March Certified Government Financial Manager month!

Governor Bevin declares March Certified Government Financial Manager month!
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AGA National President-Elect, Jim Arnette to Discuss Importance of Internal Controls

AGA National President-Elect, Jim Arnette will discuss the importance of internal controls. Download the handout for the session using the following link, Internal Controls: “Don’t Sweat the Small Stuff.”

Don’t sweat the small stuff…It’s all small stuff except when you’re talking about internal controls. Failure to implement or follow even the simplest of internal controls can lead to a major fraud. This session will give the audience a general overview of internal controls including a brief history, why they are needed, who is responsible for implementing them , how they relate to audit, the 5 components of internal control, and examples of effective internal controls. Sprinkled throughout the presentation will be descriptions of actual frauds that occurred in Tennessee and how they could have been prevented.

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2016-2017 Speaker Schedule

November 10, 2016
Karen Roggenkamp, Deputy Executive Director/COO Kentucky Retirement Systems
Public Pension Oversight Board Presentation
CPE Hours 1

December 8, 2016
Jim Arnette
2015-2017 National President-Elect National AGA
Internal Controls
CPE Hours 2

January 12, 2017
Mark Schmitt, Mountjoy, Chilton & Medley
2016 Tax Updates
CPE Hours 1

February 9, 2017
Penny Gold, CEO, KYCPA & Charles George, Government Affairs Director, KYCPA
Hot topics at KYCPA & AICPA; Kentucky legislative update
CPE Hours 1

March 9, 2017
Special Agent Dana Chrisman, Federal Bureau of Investigation & US Secret Service
Ransonware: Facts, Threats & Countermeasures & Gas-pump Skimming Case
CPE Hours 2

April 13, 2017
Dr. Jannett Bradford, RVP AGA
Enterprise Risk Management: A Personal Approach
CPE Hours 2

May, 2017
Spring Training
Various Speakers
Spring Training
CPE Hours 8

June 8, 2017
Michelle Sutton, CPA, Director of Accounting, Kentucky State University
Land Grant University, etc.
CPE Hours 1

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25th Annual Accounting and Auditing Update schedule released

The 25th Annual Accounting and Auditing Update is scheduled for October 11 & 12, 2016 from 8:00 AM—4:30 PM. Kathleen Davies, CPA-PA, CISA, CGFM, CGAP, CFE will be the guest speaker. The event will be held at the Kentucky History Center located at 100 West Broadway Street, Frankfort, Kentucky. Doors open at 7:30 AM. Lunch will be catered by Family Affair Catering. Morning and afternoon snacks and beverages will also be provided. Sixteen Hours of governmental CPE are available to participants. Training materials will be posted to website by October 6, 2016. The Brochure with registration is available for download.

Training Agenda:

Tuesday, October 11—Accounting:

GASB Update (GASB 76 through 82)
GASB Reporting Model – What is next?
GASB Other Specialized Applications such as Endowments, Research Grants, Commodities, Sabbaticals, Special Assessments, and Escheated Properties
Avoiding Common GFAO CAFR Review Errors
Internal Control Update – COSO/Green Book/GAFR/GFOA: An Elected Officials Guide
Wednesday, October 12—Auditing:

Analytical Review Update
SAS 129 through 131 & SSAE Updates
GAO’s Framework for Managing Fraud Risks in Federal Programs Released July 28, 2015
Why Is There Still So Much Fraud, Waste, And Abuse?

Training materials will be posted to website by October 6, 2016 at www.CKYAGA.com

SPEAKER BIOGRAPHY

kathleen-a-daviesKathleen A. Davies, CPA-PA, CISA, CGFM, CGAP, CFE

Ms. Davies has 25 years of experience that includes inspections, investigations, performance auditing, financial auditing, A-133 auditing, government and not-for-profit accounting, internal control assessments, process analysis and improvement, training1, professional development, human resource management, and IT auditing.

Ms. Davies is the Chief Administrative Auditor for the Delaware Auditor of Accounts. She is responsible for the administrative and the professional audit and investigative operations of the Office. In addition to performing and contracting for engagements, the Office also maintains a Fraud Hotline for the citizens of Delaware to report suspected fraud, waste, and abuse of Federal and State funds.
Ms. Davies came to Delaware in January 2010 via the New Jersey Office of State Comptroller (OSC), which was established in 2008. Her duties were to perform independent audits that focus on fraud, waste, and abuse for the almost 1,900 governmental units throughout the state. Ms. Davies joined the office as a member of the senior staff to help establish the OSC.

Ms. Davies began her career with the Pennsylvania Department of the Auditor General in 1991 and gained invaluable experience working on all types of engagements and administrative projects. In 1998 she was promoted to Quality Control for the Department and, in 2005, left the Department as the Director of Quality Control, Information Technology Audits, & Training to join the staff of the AICPA. As a member of the AICPA, Professional Ethics Division, she performed technical investigations of government and not-for-profit audits.

Ms. Davies has served, and continues to serve, on various committees and boards, including National State Auditor Association (NSAA) Quality Control Committee, and has extensive experience performing NSAA Peer Reviews on Independent State Audit organizations throughout the nation. Memberships include Government Financial Officers Association, International Association of Certified Information Systems Auditors, Association of Government Accountants, Institute of Internal Auditors, And American Institute of Certified Public Accountants. She also serves as the Executive Director for the Mid-Atlantic Intergovernmental Audit Forum and has served on the Executive Committee in various capacities for many years. She has most recently been invited to join the International Institute of Performance Auditors as an Advisory Board Member, and will be working with the group on developing an international certification program for performance auditors.

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AGA programs schedule for 2016-2017 released

AGAP 2016-17 PROGRAMS SCHEDULE

August 29, 2016
Diane Edelstein. CPA, Maher Duessel, Director of Quality Control
Single Audit Training
CPE Hours: 8

September 8, 2016
Evie Barry, Consultant, AGA
Citizen Centric Reporting Initiative
CPE Hours: 1

October 11-12, 2015
Kathleen Davies, CPA-PA, CISA, CGFM, CGAP, CFE, Deleware Chief Administrative Auditor
Fall Training – GASB Updates
CPE Hours: 16

November 10, 2016
Karen Roggenkamp, Deputy Executive Director/COO, Kentucky Retirement Systems
PPOB Presentation
CPE Hours: 1

December 8, 2016
Jim Arnette, 2015-2017 National President-Elect, National AGA
Internal Controls
CPE Hours: 2

January 12, 2017
Mark Schmitt, Mountjoy, Chilton & Medley
2016 Tax Updates
CPE Hours: 1

February 9, 2017
TBD
CPE Hours: 1

March 9, 2017
Special Agent Dana Chrisman, Federal Bureau of Investigation & US Secret Service
Ransonware: Facts, Threats & Countermeasures & Gas-pump Skimming Case
CPE Hours: 2

April 13, 2017
TBD
CPE Hours: 1

May 2017
Spring Training – Various Speakers
CPE Hours: 8

June 8, 2017
Michelle Sutton, CPA, Director of Accounting, Kentucky State University
Land Grant University, etc.
CPE Hours: 1

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