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Jackson, Mississippi Chapter of AGA Employer Type June 30, 2014 June 30, 2015 June 30, 2013 June 30, 2016 June 30, 2017 Total Membership 154 142 130 148 155 State 113 104 97 109 121 City/County 12 15 10 12 8 Federal 6 1 5 3 2 Private/Academia/ Retired/Student 23 22 18 24 24 Selected Chapter Demographics A Report to Our Members 2016-2017 The Association of Government Accountants (AGA) supports the careers and professional development of government finance professionals working in federal, state and local governments as well as the private sector and academia. Founded in 1950, AGA currently has over 100 local chapters throughout the U.S. and around the world. AGA enjoys a long history as the thought leader for the government accountability profession. Through education, research, publications, certification and conferences, AGA reaches thousands of professionals and offers more than 100,000 continuing professional education (CPE) hours annually. AGA members, approximately 14,000, are local finance directors, state auditors, federal chief financial officers, academicians and private sector leaders. They all join for the same reason—access to the organization that represents the breadth of the profession. The Jackson Mississippi Chapter, a local part of the international organization, was chartered in 1974 making it one of the oldest chapters whose primary membership has always come from the state and local government sector. Table of Contents: Strategic Objectives 1 How Have we Progressed? 2 Our Finances 3 What’s Next? 4 Mission: AGA is a professional association advancing accountability, transparency and leadership by promoting education, certification, innovation and collaboration across all levels of government and to stakeholders Vision: To be the premier association for advancing government accountability. 1 Core Values: Service Accountability Integrity Leadership Goals: Member Value Educate & Empower Advance CGFM Collaboration Innovation & Thought Leadership AGA—The Thought Leader in Government Financial Management

Jackson, Mississippi Chapter of AGA · November 2016 Stewpot Community Kitchen Donated $227 (photos) December 21, 2016 MSH Christmas House Served as Santas and Elves (photo) January

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Page 1: Jackson, Mississippi Chapter of AGA · November 2016 Stewpot Community Kitchen Donated $227 (photos) December 21, 2016 MSH Christmas House Served as Santas and Elves (photo) January

Jackson, Mississippi Chapter of AGA

Employer Type June 30,

2014

June 30,

2015

June 30,

2013

June 30,

2016

June 30,

2017

Total Membership 154 142 130 148 155

State 113 104 97 109 121

City/County 12 15 10 12 8

Federal 6 1 5 3 2

Private/Academia/

Retired/Student

23 22 18 24 24

Selected Chapter Demographics

A Report to Our Members 2016-2017

The Association of Government Accountants (AGA) supports the careers and

professional development of government finance professionals working in federal,

state and local governments as well as the private sector and academia. Founded in

1950, AGA currently has over 100 local chapters throughout the U.S. and around the

world. AGA enjoys a long history as the thought leader for the government

accountability profession. Through education, research, publications, certification

and conferences, AGA reaches thousands of professionals and offers more than

100,000 continuing professional education (CPE) hours annually.

AGA members, approximately 14,000, are local finance directors, state auditors,

federal chief financial officers, academicians and private sector leaders. They all join

for the same reason—access to the organization that represents the breadth of the

profession.

The Jackson Mississippi Chapter, a local part of the international organization, was

chartered in 1974 making it one of the oldest chapters whose primary membership

has always come from the state and local government sector.

Table of Contents:

Strategic Objectives 1

How Have we Progressed? 2

Our Finances 3

What’s Next? 4

Mission: AGA is a professional association

advancing accountability, transparency and leadership by

promoting education, certification, innovation and

collaboration across all levels of government and to stakeholders

Vision: To be the premier association

for advancing government accountability.

1

Core Values:

Service

Accountability

Integrity

Leadership

Goals: Member Value ♦ Educate & Empower ♦ Advance CGFM

Collaboration ♦ Innovation & Thought Leadership

AGA—The Thought Leader in Government Financial Management

Page 2: Jackson, Mississippi Chapter of AGA · November 2016 Stewpot Community Kitchen Donated $227 (photos) December 21, 2016 MSH Christmas House Served as Santas and Elves (photo) January

2

2016-2017 Accomplishments

How Has Jackson AGA Progressed?

Education

The Jackson Chapter’s primary goal for fiscal year 2016-2017 was to provide quality education and training. Two approaches were used: guest speakers at regular chapter meetings and a spring conference. Over 600 members and guests attended our regular meetings, spring conference and annual tax seminar. Topics covered included federal and state tax law updates, state budget, Medicaid, and economic outlook, Data-driven metrics, ethics, and other timely topics. The chapter

met its goal of providing 20 hours of continuing professional education (CPE) hours during the year.

Service

CGFM Certification

The Jackson Chapter is committed to advancing the CGFM as the preferred professional designation for the government financial management and accountability community. Governor Phil Bryant issued a Proclamation declaring March 2017 as CGFM Month in Mississippi. The Chapter purchased a set of the revised CGFM Study Guides available to loan to members wishing to begin preparation for the CGFM examinations. The rules for borrowing this set of guides has been developed and can be located on the Chapter’s website.

National Involvement

Chapter Officers Brandi Stuart and Yolanda Campbell attended the Sectional Leadership Meeting in Kansas City in May 2017

Brandi Stuart, Yolanda Campbell, and Billy Morehead attended the 2017 PDT in Boston, MA Billy Morehead is a Past National President and Past National Treasurer; he has served as

Chair of the Journal Editorial Board from 2013-2017; and, served on the 2016 Strategic Planning Group.

Scholarship

Each year, the Jackson Chapter awards educational scholarships to a student majoring in accounting or another business-related subject at one of Mississippi’s colleges or universities. The various institutions of higher learning are contacted to ensure their awareness and submission of applications. Selection is then made from the applicants by the Scholarship Committee specially formed from Chapter members. The chapter awarded two $750 scholarships in 2016-2017 to

Quintilla Bishop, DSU graduate student and to Bailey Matthews, DSU undergraduate student.

Month Event Type of Assistance Provided

October & November 2016

Stewpot Community Kitchen Donated $227 (photos)

December 21, 2016 MSH Christmas House Served as Santas and Elves (photo)

January 7, 2017 MS Blues Marathon—Jackson Planned to Man water station and participate in the race (event cancelled due to inclement weather)

April 6, 2017 Governmental Meet & Greet Jointly Hosted Reception at MC for Governmental Agencies & Students

April 8, 2017 Susan B. Komen-Race for the Cure Assisted with Registration (photo)

April 28, 2017 Silent Auction for Blair E. Batson Children’s Hospital

Raised $1,119.50 for donation to Batson

May 21, 2017 The Jackson Zoo Dino Exhibit Volunteers

2016-2017 Chapter Officers:

President—Brandi Stuart

President-Elect—Yolanda Campbell

Immediate Past President – Gia Allen

Treasurer—Nita Caylor

Secretary—Holly Savorgnan

Membership—Donna Sebren

Community Service—Kim McCrory

CGFM Coordinator—CJ King

Newsletter/Communications— Tracey Gwin, CPM, CICA

Bylaws/Procedures—Samuel Cole

Education/Programs—Holly Smith

Accountability— Billy Morehead, Ph.D., CGFM, CPA

Research—Jeff Wheeler, CPM

Page 3: Jackson, Mississippi Chapter of AGA · November 2016 Stewpot Community Kitchen Donated $227 (photos) December 21, 2016 MSH Christmas House Served as Santas and Elves (photo) January

3

Jackson AGA Finances

What are the costs for servicing our members and how are those costs paid?

FY 2016-2017 Revenues and Expenses

Revenues 2017

Revenues

Chapter Dues $126

Chapter Meetings 10,738

Spring Conference 5,980

Donations to Charitable Organizations 1,392

Miscellaneous 125

Total Revenues by Source $18,361

Expenses 2017

Expenses

Chapter Meetings $10,644

Spring Conference 2,469

Newsletter 122

Office & Miscellaneous 958

AGA Marketing Materials 541

Total Expenses by Function $14,734

The primary revenues and

expenses in the Jackson

Chapter relate to chapter

meetings and training

events as can be seen in the

charts below. All expenses

and revenues are disclosed

and are kept on the cash

basis.

Page 4: Jackson, Mississippi Chapter of AGA · November 2016 Stewpot Community Kitchen Donated $227 (photos) December 21, 2016 MSH Christmas House Served as Santas and Elves (photo) January

4

What’s Next for Jackson AGA?

Young Professionals Promote and encourage membership

recruitment among young professionals

into government financial management.

Hold a Young Professionals gathering

Establish and maintain programs to recruit

college graduates into the government

financial management workforce.

Educational Programs Enhance student involvement in the

chapter and in Jackson area institutions of

higher learning.

Establish a Jackson area “Meet and Greet”

at a local college/university where

governmental agencies can connect with

governmental accounting students.

Provide at least 20 hours of CPE for

chapter members and guests.

Promote CGFM Develop and provide CGFM training

sessions for chapter members desiring to

take and pass the CGFM exam.

Work with state agencies to promote the

value of the CGFM certification to include

the certification in the educational

benchmark program with in state

government.

Promote Chapter & Community Service Continue involvement in local area service

projects.

Promote Chapter Membership Growth Continue membership retention and

growth incentives.

We want to hear from you. Do you like this report?

Would you like to see other information?

Please let us know by contacting 2017-2018

Chapter President Yolanda Campbell at

[email protected]

Visit the Jackson Chapter Website for

more information about our Chapter:

www.AGAJackson.org

Key Initiatives for 2017-2018