2019 FALL

PROFESSIONAL

DEVELOPMENT

TRAINING

WYNLAKES COUNTRY CLUB

NOVEMBER 6 & 7, 2019

W W W . M O N T G O M E R Y A G A . O R G

JOIN MONTGOMERY AGA FOR OUR 2019 FALL

PROFESSIONAL DEVELOPMENT TRAINING

An outstanding and informative program is planned with dynamic speakers from a variety of sectors

including State Government, Professional Service Firms, Federal Government, Information

Technology and Personal Development.

Date: Wednesday & Thursday, November 6 & 7, 2019

Location: Wynlakes Country Club

CPE Hours: 16

Topics and speakers include the following:

GASB Update, Speaker: Lisa Parker, Senior Project Manager, Governmental Accounting Standards Board

The Do’s and Don’ts of Successful Grant Writing, Speaker: Candyce Dekruyff, Grant Writer

How Well Do You Communicate: Understanding Your Communication Style to Eliminate Breakdowns in

the Workplace, Speaker: Maria Richardson, Trenholm State Community College

What You Need to Know About the New Yellow Book, Speaker: Christine Harden, Assistant Chief

Examiner, Alabama Department of Public Examiners

International and U. S. Problems—The Impact on Alabama, Speaker: David Bronner, CEO, Retirement

Systems of Alabama

Navigating Federal Grant Requirements, Speaker: Kieran Coe, Manager, CohnReznick LLP

Increase Your Productivity with SharePoint Online and Microsoft Office 365, Speaker: Bill Simpson,

SharePoint Product Manager, Alabama Office of Information Technology

Social Security: Everything You Need to Know!: Kylle’ D. McKinney, Public Affairs Specialist, Social

Security Administration

Alabama Legislature Updates-2019, Speaker: Othni J. Lathram, Director, Alabama Legislative Services

Agency

AND MORE!

The Association of Government Accountants Montgomery Chapter is registered with the National

Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional

education on the National Registry of CPE Sponsors. State boards of accountancy have the final

authority on the acceptance of individual courses for CPE credit. Complaints regarding registered

sponsors may be submitted to the National Registry of CPE Sponsors through its website

www.nasbaregistry.org

REGISTRATION INFORMATION

Members (Early Bird Rate): One Day: $235

Two Days: $285 ***Early bird rate until October 18, 2019***

Regular Rate: One Day: $249

Two Days: $299

Non Members: One Day: $275

Two Days: $325

Breakfast, lunch, and refreshments will be provided

Registration Register online at www.montgomeryaga.org or submit a registration form.

Registration forms should be mailed to:

Association of Government Accountants

Montgomery Chapter

PO Box 1001

Montgomery, AL 36101

Forms can also be emailed to: education@montgomeryaga.org

Fall 2019 Professional Development Agenda

Wednesday, November 6, 2019

7:00 a.m.–8:00 a.m. Registration and Breakfast

7:55 a.m.–8:00 a.m. Opening Remarks: Latreeka Williams, Chapter President

8:00 a.m.–9 15 a.m. GASB Update

Speaker: Lisa Parker, Senior Project Manager, GASB (CPE: 1.5 HRS ACCOUNTING & AUDITING)

9:15 a.m.–10:30 a.m. The Do’s and Don’ts of Successful Grant Writing

Speaker: Candyce Dekruff, Grant Writer (CPE: 1.5 HRS BUSINESS)

10:30 a.m.–10:45 a.m. BREAK

10:45 a.m.–12:00 p.m. How Well Do You Communicate: Understanding Your Communication Styles to

Eliminate Breakdowns in the Workplace

Speaker: Maria Richardson, Job Placement & Followup Coordinator, Trenholm

State Community College (CPE: 1.5 HRS BEHAVIORAL)

12:00 p.m.–1:15 p.m. LUNCH

1:15 p.m.–2:15 p.m. Increasing Your Productivity with Sharepoint and Microsoft Office

Speaker: Bill Simpson, Sharepoint Product Manager, Alabama Office of

Information Technology

(CPE: 1.2 HRS BUSINESS)

2:15 p.m.–3:15 p.m. Social Security: Everything You Need to Know! Speaker: Kylle’ D. McKinney, Public Affairs Specialist, Social Security Administration (CPE: 1.2 HRS BUSINESS)

3:15 p.m.–3:25 p.m. BREAK

3:25 p.m.–4:25 p.m. Banking-What Could Go Wrong besides Fraud, Identity Theft & Bad Credit?

Speakers: Donna Cooper and Sheron Elmore, BBVA Compass (CPE: 1.2 HRS BUSINESS)

4:25 p.m.–4:30 p.m. Closing Remarks

Fall 2019 Professional Development Agenda

Thursday, November 7, 2019

7:00 a.m.–8:00 a.m. Registration and Breakfast

7:55 a.m.–8:00 a.m. Opening Remarks: Nicole Boswell, Chapter President-Elect

8:00 a.m.–9:15 a.m. What You Need to Know About the New Yellow Book

Speaker: Christine Harden, Asst. Chief Examiner, Alabama Examiners

of Public Accounts (CPE: 1.5 HRS ACCOUNTING & AUDITING)

9:15 a.m.–10:30 a.m. RSA Benefits 101: Understanding Your Retirement Benefits

Speaker: George Frost, Asst. Director, Employee’s Retirement System (ERS)

(CPE: 1.5 HRS BUSINESS)

10:30 a.m.–10:45 a.m. BREAK

10:45 a.m.–12:00 p.m. Navigating Federal Grant Requirements

Speaker: Kieran Coe, Government & Public Sector Manager, CohnReznick LLP (CPE: 1.5 HRS BUSINESS)

12:00 p.m.–1:15 p.m. LUNCH

1:15 p.m.–2:15 p.m. International and U.S. Problems: The Impact on Alabama

Speaker: Dr. David Bronner, CEO, Retirement Systems of Alabama

(CPE: 1.2 HRS BUSINESS)

2:15 p.m.–3:15 p.m. 2019 Alabama Legislative Updates

Speaker: Othni J. Lathram, Director, Legislative Services Agency

(CPE: 1.2 HRS BUSINESS)

3:15 p.m.–3.25 p.m. BREAK

3:25 p.m.–4:25 p.m. Insurance Fraud: Why Worry? Speaker: Stephanie Thomkins, Consumer Services Education & Outreach Coordinator, Alabama Department of Insurance (CPE: 1.2 HRS BUSINESS)

4:25 p.m.–4:30 p.m. Closing Remarks

Session Descriptions WEDNESDAY, NOVEMBER 7, 2019

GASB Updates This session will give an overview of the GASB pronouncements that become effective in the

coming fiscal years. The session also will explain some of the projects on GASB's current

technical agenda and research agenda.

The Do’s and Don’ts of Successful Grant Writing Grant writing requires the ability to conduct in-depth analysis and research in order to “SELL”

your program, project, & organization to the funder. This session will discuss ways to write a

successful grant.

How Well Do You Communicate: Understanding Your Communication

Styles to Eliminate Breakdowns in the Workplace, Have you ever tried to deliver a message, with the intent of others receiving it just as you

imagined, only to have it misinterpreted by your audience? What happened? We will explore

four types of communication, identify common barriers, and how to overcome those barriers

leading to effective communication.

Increasing Your Productivity with Sharepoint and Microsoft Office The session will give an overview of the various functions and benefits of Microsoft Office 365,

how to use SharePoint Online to collaborate internally and externally and will provide examples

of how to utilize other Microsoft apps including OneDrive and MS Teams.

Social Security: Everything You Need to Know More than 60 million people rely on Social Security for income to support themselves

financially. Every year, Social Security goes through changes. This session will discuss changes

and updates related to Social Security.

Banking - What Could Go Wrong besides Fraud, Identity Theft and Bad

Credit? Banking online has become the preferred method of banking! We all use mobile banking apps

and various apps to perform financial transactions. This session will focus on ways to enjoy the

conveniences of banking online while also keeping your accounts safe.

Session Descriptions THURSDAY, NOVEMBER 8, 2019

What You Need to Know about the New Yellow Book The Government Accountability Office recently released a new version of Government

Auditing Standards, also known as the Yellow Book. This session will summarize the most

significant changes in the new Yellow Book that go into effect for financial audits, attestation

engagements, and reviews of financial statements for the period ending on or after June 30, 2020,

and performance audits beginning on or after July 1, 2019.

Navigating Federal Grant Requirements This presentation provides a step-by-step guide to identify and test requirements of varying

federal grants. We will discuss common compliance issues and trends in what federal monitors

are reporting. We will walk through program regulations of a selection of federal grants and

discuss how they relate to the universal requirements of 2 CFR 200 (Title 2 Code of Federal

Regulations (CFR) Grant Agreements).

RSA Benefits 101: Understanding Your Retirement Benefits This session will provide an overview of RSA updates and information on available retirement

plans and options.

International and U.S. Problems—The Impact on Alabama This session will discuss how international and U. S. trade issues impact our local state.

2019 Alabama Legislative Updates A review of the 2019 Alabama Legislative Updates.

Insurance Fraud: Why Worry? Good question …Yes, you should worry about insurance fraud. Insurance fraud and scams cost

Americans billions of dollars each year. This session will discuss how to protect yourself and

your family from insurance scams.

Speaker Bios LISA PARKER Lisa Parker is a senior project manager with the Governmental Accounting Standards Board

(GASB). Prior to joining the GASB in 2008, Lisa worked for Runyon Kersteen Ouellette CPAs

for 10 years, the town of Old Orchard Beach, Maine as finance director and interim town

manager for 2 years, and the city of Saco, Maine as finance director for 8 years.

Lisa is a certified public accountant and a chartered global management accountant. She also is

a member of the Association of Government Accountants, the American Institute of Certified

Public Accountants, and the Maine Society of Certified Public Accountants, where she served as

president. Previously, Lisa was president of the Maine Governmental Finance Officers

Association, an executive board member of the New England Governmental Finance Officers

Association, and a member of a national GFOA standing committee.

Lisa attended Boston College and the University of Southern Maine graduating with magna cum

laude honors and a Bachelor’s degree in accounting.

CANDYCE DEKRUYFF Candyce DeKruyff has spent more than 20 years in agency counseling, administration,

development and management. Over the last 20 years she has written more than 100 new grant

applications for federal, state, county, city and foundation funding with awards totaling more

than $24 million in NEW funding for the Montgomery area.

Candyce also provides grant review services for federal agencies utilizing her expertise in

various social service fields and her grant writing experience. She has a Master’s Degree in

counseling from Providence Seminary in Manitoba, Canada and currently works as an

independent contractor and grant writer for non-profit agencies.

MARIA RICHARDSON

Maria Richardson, a 14-year exemplary employee with Trenholm State Community College,

currently serves as the Job Placement Coordinator. In 2017, Maria was recognized by the

Alabama Association of Colleges & Employers as the Outstanding New Professional of the

Year. She also received the 2017 Achievement Award for her Career Center marketing materials

and the 2017 Achievements Award, Audiovisual Programs category for her interviews: What to

Expect presentation.

In 2018, Maria received the Award of Excellence from the Alabama Community College System

as a 2018 Chancellor’s Award Honoree. And in 2019, she received the Outstanding Work and

Service for Staff Award for her dedication and commitment to the students, faculty, and staff at

Trenholm State Community College.

Maria earned a Bachelor’s degree in Management from The University of Alabama in 2002 and

her Master’s in Business Administration with a concentration in Organizational Leadership from

Ashford University in 2012.

Speaker Bios

BILL SIMPSON William (Bill) Lyle Simpson, Jr. currently works for the Alabama Office of Information

Technology (OIT) located in Montgomery, Alabama. He is the Project and Product Manager for

Office 365, developing online business solutions for State agencies within the Office 365 product

tool set. Bill specializes in SharePoint architecture, engineering modern intranet and extranet

web sites, including the development of business automated solutions that save employees time

and effort resulting in a cost savings for Alabama agencies and departments.

Bill’s previous experience in information technology was working as a Network Engineer with

the U.S. Postal Service South Georgia District and Alabama District for 3 years. Bill then began

working for the Alabama Department of Education as a Senior Network Engineer; managing all

functions and employees related to the helpdesk, desktop support, network infrastructure;

including architecting and managing multiple SharePoint server farms over 18 years.

KYLLE’MCKINNEY Kylle’ McKinney is the Social Security Public Affairs Specialist for the State of Alabama.

Kylle’ has been with the agency for the past 28 years starting off as a claims representative and

later being promoted to his current position for the past 11 years.

Kylle’ has a Bachelor of Arts degree in radio/television from Alabama State University, a Master

of Divinity degree in Church Ministry, and a Doctorate degree in Pastoral and Christian Care

both from the Minnesota Graduate School of Theology. Kylle’ is happily married to Kimberly

McKinney and hales originally from San Francisco, California.

CHRISTINE HARDEN Christine Harden is the Assistant Chief Examiner with State of Alabama, Department of

Examiners of Public Accounts. She formerly served as Deputy Chief Examiner, Director of

Research and Professional Development and as Assistant Director of the County Audit Division.

She holds a Bachelor’s Degree in Business Administration from Auburn University at

Montgomery and a Master’s in Business Administration from Alabama A & M University.

She is certified in the State of Alabama as a Certified Public Accountant and is a member of the

Alabama Society of Certified Public Accountants. She is also a member of the Association of

Governmental Accountants, American Institute of Certified Public Accountants and is a

Chartered Global Management Accountant.

Christine is a frequent presenter at departmental in-service training programs and at various

conferences throughout the State. She has also instructed classes in the Governmental

Accountant and Auditor Training Program at Auburn University, Montgomery.

Speaker Bios

GEORGE FROST George Frost is the Assistant Director of the Employee’s Retirement System (ERS) and has over

33 years of experience with ERS. He received a Bachelor’s Degree in Industrial Management

from the University of Alabama and a Master’s Degree in Human Resources Management from

Troy University.

KIERAN COE Kieran Coe is a grant management professional with over ten years of experience in working

within, and for, government organizations. His primary area of expertise is in assessing controls

and grant compliance of governmental and non-profit organizations. Kieran provides consulting

services in the application of federal and state regulations to his clients. He possesses extensive

knowledge in structure and operations of local and state governments.

Currently serving as a Manager at CohnReznick, LLP, Kieran oversees compliance of FEMA

Public Assistance claims from over 850 government and non-profit organizations throughout the

western half of the state for the Texas Division of Emergency Management.

Kieran was raised in Millbrook, Alabama. He earned both his Bachelor in Business

Administration and his Master of Business Administration from Auburn University at

Montgomery and served four and a half years with the Alabama Dept. of Rehabilitation Services.

He currently resides in Austin, TX.

DR. DAVID BRONNER Dr. David Bronner is the CEO of the Retirement Systems of Alabama, a public pension fund

with assets in excess of $37 billion providing benefits for over 339,000 public employees and

retirees. RSA is ranked 107th of the top 300 private/public pension funds in the world with the

top three being sovereign wealth funds. Dr. Bronner earned a Ph.D. and law degree from the

University of Alabama where he taught in the Graduate Schools of Business and Education and

served as Assistant Dean and Lecturer in the School of Law before coming to the RSA.

Dr. Bronner has been featured in Time, Governing magazine, The Institutional Investor, The

Money Manager, Wall Street Journal, Business Week, Forbes Magazine, and Pension &

Investment Age for his investment strategies and financial market decisions. In 2003,

PlanSponsor magazine named the RSA “Plan Sponsor of the Year.”

High profile investments to help Alabama thrive are a hallmark of Dr. Bronner, including office

buildings in Montgomery, Mobile and New York and the development of eight hotels and

conference centers in Alabama. Other investments include Raycom Media with 53 TV stations,

and Community Newspaper Holdings, Inc., with over 160 newspapers which provide free

advertising for the state of Alabama.

Speaker Bios

OTHNI J. LATHRAM Othni J. Lathram is the director of the Legislative Services Agency. Othni previously served as

the director of Alabama Law Institute, Interim Legislative Fiscal Officer, and Interim Director of

the Legislative Reference Service. Prior to joining the Alabama Law Institute he practiced in

Birmingham with a focus on complex litigation.

Othni received his B.S. in Economics from Auburn University and his J.D. from the University

of Alabama. He is an elected member of the American Law Institute, is a Commissioner with the

National Conference of Commissioners on Uniform State Laws, and serves on the Alabama

Supreme Court’s Standing Committee on the Rules of Civil Procedure.

He has previously served on the executive committee of the Legal Services Staff Section of the

National Conference of State Legislatures and The Alabama Supreme Court’s Criminal Pattern

Jury Instructions Committee. Othni is a member of the bar in Alabama and Texas and had been

admitted to practice before federal district and circuit courts around the country.

STEPHANIE THOMKINS Stephanie Tompkins from the Alabama Department of Insurance, has over 19 years of

experience in the insurance industry. Currently serving as the Education & Outreach coordinator,

she enjoys sharing insurance knowledge with the consumers of Alabama. NDPPS 709380

REGISTRATION FORM

2019 Fall Professional Development Training

November 6 & 7, 2019

Wynlakes Country Club

Montgomery, AL

First Name: Last Name:

Job Title/Classification:

Agency/Company Name:

Circle all that apply: CGFM CPA CIA CFM CFE CMA

CPM CFP

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City: State: Zip Code:

Agency/Company Address:

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Work Phone: E-mail:

REGISTRATION FEES

MEMBER RATES:

____$235 Member One-Day Rate (early bird through 10/18/19)

Please select which day you will be attending:

_____Wednesday, November 6, 2019 _____Thursday, November 7, 2019

____$285 Member Two Day Rate (early bird through 10/18/19)

____$249 Member One Day Rate (after 10/18/19)

Please select which day you will be attending:

_____Wednesday, November 6, 2019 _____Thursday, November 7, 2019

____$299 Member Two Day Rate (after 10/18/19)

NON MEMBER RATES:

____$275 Non-Member One Day Rate

Please select which day you will be attending

_____Wednesday, November 6, 2019 ______Thursday, November 7, 2019

____$325 Non-Member Two Day Rate

SELECT YOUR METHOD OF PAYMENT:

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(Please log onto www.montgomeryaga.com for credit card

payments)

SUBMITTING INFORMATION

MAIL REGISTRATION FORM TO:

Association of Government Accountants

P.O. Box 1001

Montgomery, AL 36101

EMAIL FORM TO: education@montgomeryaga.org

For additional information or methods of submitting the registration form, contact us at:

education@montgomeryaga.org