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1 Sectional Leadership Meeting Sections I and IV Welcome to Indianapolis! Your Hosts: Wallace Alan Franklin, CGFM-Retired, CGA – Section I (outgoing) Eric Elefante, CGFM – Section I (incoming) Phil Nally, CGFM – Section IV (outgoing) Doreen Shute, CGFM – Section IV (incoming)

1 Sectional Leadership Meeting Sections I and IV Welcome to Indianapolis! Your Hosts: n Wallace Alan Franklin, CGFM-Retired, CGA – Section I (outgoing)

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Sectional Leadership Meeting Sections I and IV

Welcome to Indianapolis!Your Hosts: Wallace Alan Franklin, CGFM-Retired, CGA –

Section I (outgoing) Eric Elefante, CGFM – Section I (incoming) Phil Nally, CGFM – Section IV (outgoing) Doreen Shute, CGFM – Section IV (incoming)

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Introduction

AGA Governance AGA National Office SVPRS RVP Team Regional Coordinators Local Chapters

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Introduction – AGA Governance

National Executive Committee National Board of Directors

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Introduction – AGA Governance

National Executive Committee Members

National President National President-Elect Immediate Past National President National Treasurer National Treasurer-Elect

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Introduction – AGA Governance Immediate Past National Treasurer Senior Vice-President At-Large (5) Senior Vice-President for Regional

Services (4) Ex Officio Members:

National Executive Director Certification Board Chair Corporate Partners Advisory Group

Chair

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Introduction – AGA Governance

National Board of Directors Members

National Executive Committee (15) Regional Vice-Presidents (14) Chapter Presidents (100)

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New Regional Alignment

Eric Elefante, CGFM – Section I SVPRS (incoming)

Doreen Shute, CGFM – Section IV SVPRS (incoming)

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Senior Vice-President for Regional Services Section I

Eric Elefante, CGFM, CPA [email protected]

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Section I Leaders – Great Lakes Region

Justin Sponseller – RVP [email protected]

Caren Murdock, CGFM – RVP-Elect [email protected]

Jim Gillenwater, CGFM – Immediate Past RVP [email protected]

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Section I Leaders – Great Lakes Region

Ronald Gedeon, CGFM – RC Certification (2012) [email protected]

Joyce Maleski – RC Chapter Development and Assistance (2015)[email protected]

Donna Wolfe – RC Education (2015) [email protected]

Stephanie Paschel – RC Membership and Early Careers (2015) [email protected]

Central Ohio Chapter – Ohio Cincinnati Chapter – Ohio Cleveland Chapter – Ohio Detroit Chapter – Michigan Greater Columbus Chapter – Ohio Greater Lansing Chapter – Michigan West Michigan Chapter – Michigan

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Section I Chapters – Great Lakes Region

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Section I Leaders – North Atlantic Region

Ken Sifontes – RVP [email protected]

Rashad Holloway – RVP-Elect [email protected]

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Section I Leaders – North Atlantic Region

Margarita Stanislavskaya – RC Certification (2015) [email protected]

David Gotlib – RC Chapter Development and Assistance (2015) [email protected]

Rashad Holloway – RC Membership and Early Careers (2015) [email protected]

Dellareese Morton-Smith – RC Accountability (2015) [email protected]

Teri Lewis, CGFM – RC Education (2015) [email protected]

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Section I Chapters – North Atlantic Region

Baltimore Chapter – Maryland Central Pennsylvania Chapter – Pennsylvania Dover Chapter – Delaware New York City Chapter – New York Northern New Jersey Chapter – New Jersey Puerto Rico Chapter – Puerto Rico Trenton Chapter – New Jersey

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Section I Leaders – North Central Region

Melissa Jacobs, CGFM – RVP [email protected]

Vacant – RVP-Elect Vacant – Immediate Past RVP

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Section I Leaders – North Central Region

Dan Neumann, CGFM – RC Certification (2014) [email protected]

David Mellem, CGFM – RC Chapter Development and Assistance (2013)[email protected]

Brooke Neuerman – RC Education (2013) [email protected]

Jamie Whitman – RC Membership and Early Careers (2014) [email protected]

Central Indiana Chapter – Indiana Chicago Chapter – Illinois Circle City Chapter – Indiana Indianapolis Chapter – Indiana Minneapolis/St Paul Chapter – Minnesota Southern Wisconsin Chapter – Wisconsin

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Section I Chapters – North Central Region

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Section I Leaders – Northeast Region

Linda Gover – RVP

[email protected]

Joe Valchuis – RVP-Elect

[email protected]

Jane Gustowski, CPA – Immediate Past RVP [email protected]

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Section I Leaders – Northeast Region

Joe Valchuis – RC Certification (2012)[email protected]

Kathleen Still– RC Chapter Development and Assistance (2014) [email protected]

David LeBlanc, CGFM – RC Education (2012)[email protected]

Colette Cormier – RC Membership and Early Careers (2014)[email protected]

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Section I Chapters – Northeast Region

Aroostook County Chapter – Maine Boston Chapter – Massachusetts Hartford Chapter – Connecticut Maine Chapter – Maine New York Capital Chapter – New York Rome Chapter – New York

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Senior Vice-President for Regional Services Section IV

Doreen Shute, [email protected]

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Section IV Leaders – Capital Region

Kim Farington, CPA – RVP [email protected]

Andrew Lewis, CGFM – RVP-Elect [email protected]

Dennis Green, CGFM – Immediate Past RVP [email protected]

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Section IV Leaders – Capital Region

Doreen Shute, CGFM – RC Accountability Outreach (2013)[email protected]

John Gioeli – RC Certification (2014)[email protected]

Mie Miller, CGFM – RC Chapter Development and Assistance (2014) [email protected]

Tyrone Allmond, CGFM – RC Education (2015)[email protected]

Christy Beck, CGFM – RC Membership (2015)[email protected]

Lee Richardson, CGFM – RC Early Careers (2015)[email protected]

Beckley Chapter – West Virginia Charleston WV Chapter – West Virginia Mid-Ohio Valley Chapter – West Virginia Montgomery/PG Chapter – Maryland Northern Virginia Chapter – Virginia Shenandoah Valley Chapter – Virginia Washington DC Chapter – DC

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Section IV Chapters – Capital Region

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Section IV Leaders –South Atlantic Region

Mark Morehouse, CGFM – RVP [email protected]

Norman Adkins, CGFM – [email protected]

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Section IV Leaders –South Atlantic Region

Evelyn Anderson, CGFM – RC Accountability Outreach (2014)[email protected]

Steve Reagan, CGFM – RC Certification (2015) [email protected]

Fred Hoover, CGFM – RC Chapter Development and Assistance (2015)[email protected]

Teresa Bordeaux – RC Education (2015) [email protected]

Brittany Renica – RC Membership and Early Careers (2015)[email protected]

Charleston SC Chapter – South Carolina Columbia Chapter – South Carolina NC Triangle Chapter – North Carolina Old Dominion University Chapter – Virginia Richmond Chapter – Virginia Roanoke Chapter – Virginia Virginia Peninsula Chapter – Virginia

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Section IV Chapters – South Atlantic Region

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Section IV Leaders – Southeast Region

Karen Hale, CGFM – [email protected]

Joe Taylor – [email protected]

Cynthia Teddleton, CGFM – Immediate Past RVP [email protected]

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Section IV Leaders – Southeast Region

Ron Queen, CGFM – RC Certification (2014) [email protected]

Robert Crowl, CGFM – RC Chapter Development and Assistance (2014) [email protected]

Sandra Rudic – RC Education (2015) [email protected]

Eugene Hampton, CGFM – RC Membership and Early Careers (2015) [email protected]

Section IV Chapters – Southeast Region

Atlanta Chapter – Georgia Central Kentucky Chapter – Kentucky Chattanooga Chapter – Tennessee East Tennessee Chapter – Tennessee Nashville Chapter – Tennessee

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Topics of Discussion

Presentation by

National President-Elect Evelyn Brown, CGFM-Retired

AGA National President 2012-2013

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Topics of Discussion

AGA: The Current and Future Outlook

Relmond Van Daniker, DBA, CPAAGA Executive Director

Topics of Discussion

Chapter Finance 101 Jessica Jones

AGA Chapter Services Manager

Topics of Discussion

AGA – Tax Exemption The need to file IRS Form 990 annually The need to file State reporting

requirements Does the chapter need to file CPE

Registrations?

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Topics of Discussion

Intergovernmental Initiatives Relmond Van Daniker, DBA, CPA

AGA Executive Director

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Topics of Discussion

Chapter Leader Expectations Al Franklin, CGFM-Retired, CGA Phil Nally, CGFM

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Regional Workshop Regional Team and Chapter Leader

Expectations Each 2012-2013 RVP meets with their

chapter representatives to discuss Goals and Expectations, Communication, Regional Issues/ Concerns, Chapter Best Practices, Chapter Officer Rosters, etc.

Topics of Discussion

Navigating the AGA Website Susan Fritzlen

AGA Deputy Executive Director/Chief Operating Officer

Topics of Discussion

CGFM Katya Silver

AGA Director of Professional Certification

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Workshops Education – RCs Certification – RCs Membership – RCs Tips for Running a Successful Chapter –

RCs Accountability – RCs

Wrap Up Al and Phil thank you for your support

during our terms as SVPRS. Have a Great Year! See you in San Diego at the PDC! Think about the SLM for next year. Give us any suggestions to improve next

year.

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