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OFFICERS
AND
DIRECTORS
Peggy Javery CGFM
President
426-5125
James J. Julian, CGFM
President-Elect
426-0400
Gary Millet, CGFM, CPA
Treasurer
426-0162
Mary Herbert, CGFM, CPA
Secretary
243-4059
Babette Haines
Membership
426-5443
Fay Wilson, Warren Wilson, CGFM
Co-Editors
426-5143, 426-5028
Marcie A. Tureaud,
Chris Cutitto, CPA
Education Co-Chairs
426-5367, 426-6102
Pamela B. Lincoln, CPA, CGFM
Meetings
255-4664
Barbara Carmen
Programs
426-0170
Dawn B. Wagener, CGFM
Historian
243-4058
Wilbert Antoine, CGFM, CPA
Publicity
670-2186
Jill Byrd, CPA, Pat Hanks, MBA
Public Service, Co-Chairs
426-5465, 426-0204
Debbie Conway-Fikes, CPA
Awards
426-0161
Ronald J. Parent, CGFM, CPA
Immediate Past President
Web Site Coordinator
426-5020
Marcia Curole, CPA, CGFM
CGFM Director
426-1020
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LUNCHEON MEETING
National Finance Center
13800 Old Gentilly Road
New Orleans, Louisiana
Thursday, January 20, 2005
11:30 a.m.
Featuring
Aaron Steele,
Senior Tax Specialist Internal Revenue Service
TOPIC: 2004 Federal Income Tax Update
Aaron Steele has been with the IRS for 15 years. His career
has been mainly in the New Orleans Examination and Taxpayer Education
Divisions, as a Revenue Agent and Earned Income Tax Credit Coordinator,
respectively.
Since 2001, Mr. Steele has been serving as a Senior Tax
Specialist in Taxpayer Education and Communication of Small Business Self-Employed
Division. As a Senior Tax Specialist, he is responsible for coordinating
the educational outreach activities for Practitioners and Payroll Providers
throughout the State of Louisiana.
Mr. Steele received his Bachelor of Science Degree in
Accounting from Xavier University of Louisiana in 1988.
Please join us for an informative and enjoyable event.
This Presentation will qualify for one hour
of professional education credit
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Holiday Season to Tax Season
Our AGA Chapter Holiday celebration at Sclafani's
was grand! The members and guests enjoyed music, food, and fun!
It was a time of good cheer and the door prizes were fantastic gifts
of which there were eighteen. All the dancing from the "electric
slide", "bunny hop" to any line dance you can name
was a part of the fun. It was the beginning of wishing everyone
all the joy, peace, and love during the holiday season. Pamela Lincoln
is commended for coordinating this marvelous event and acquiring
many of the door prizes through our members.
We are now preparing for our annual tax season update
during our January luncheon meeting scheduled for Thursday, January
20, at the National Finance Center location. If you want to know
what's new, your rights, do's and don'ts to apply to your 2004 tax
forms, plan to attend. The information is invaluable. Time is set
aside for questions and answers, too.
"Opportunity is a chance to: advance talent,
knowledge, skills, abilities, gain valuable personal/professional
experiences through organizations or people; and exercise self fulfillment."
I am a firm believer in not foregoing opportunity, because the meaning
is one I have defined for myself. As a member, my and your New Year
Resolution should be to seize opportunities. Don't miss the January
meeting. You will gain timely information from this presentation.
The 2004 tax season is here. Pledge to attend your AGA January and
remaining meetings this year!
Our opportunity to service our community was appreciated
with our participation in the 2004 Toys for Tot and the Children
Hospital's Teddy Bear programs. This year Monique Price and Linda
Lewis took center stage for the "Toys for Tots" donations
sponsored by the U.S. Marine's. Read more about this great outpour
of love in this newsletter and the upcoming issue of the NFC newsletter.
Marty Curole coordinated the collection of teddy bears and our
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donations were abundant to children who will spend
their holidays in the hospital. Many thanks to these members for
their time and ensuring our "giving" made the holiday
a lot brighter for numerous of needy children. AGA members, I applaud
your generosity and compassion.
REMINDERS: AGA Goals
1) Increase membership - recruit, encourage, and support new members
2) Provide Continuing Professional Education - offer educational
opportunities through chapter meetings and training
3) Outreach - Impact the community positively by participating and
supporting community projects
May all of you enjoy a happy and prosperous new
year! Please take time to meditate for the families, friends, and
all who have lost love ones due to Tsunami and our members who are
combating health related illnesses.
Peggy Javery, President, CGFM

CGFM DESIGNATION - IT'S NOT JUST FOR ACCOUNTANTS
Government financial management is broad in scope.
Consider the diversity of AGA's membership: while many are accountants
and auditors, AGA members are also budget analysts, program analysts,
internal auditors and other financial management professionals.
The common goal of our membership is interest in government financial
management and advancing government accountability.
The Certified Government Financial Manager (CGFM)
Program reflects the diverse range of knowledge required of government
financial managers. Look at the content specifications of CGFM Examinations
[http://www.agacgfm.org/cgfm/exams/].
A CGFM needs to have knowledge about how the
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works, how governments are financed, ethical considerations, management
techniques, financial analysis, internal controls, budgeting, cost
accounting, cash management, investment management, procurement, inventory
systems, credit management and financial management systems.
One of the strengths of the CGFM certification is
the combination of the detailed knowledge of governmental accounting
coupled with a general understanding of other government financial
management practices, such as budgetary accounting and cost accounting.
A CGFM has to know about the requirements at all levels - federal,
state and local. Much of the knowledge required by a CGFM involves
theory - why things are done the way they are done. Only a small
portion is devoted to practice - the actual entries that are needed
for specific transactions.
The CGFM designation demonstrates a person's knowledge,
skills and abilities about government in general. If you are in
any type of position in government financial management, the CGFM
should be at the top of your list as a preferred certification.
On occasion, we are asked how the CGFM compares
to the CPA. In a sense, there is no comparison. The CPA is more
than a certification - it can also lead to obtaining a license.
If your goal is to practice public accounting - the review and audit
of financial statements in order to render an opinion - then you
must have a license from a state board of accountancy. To get a
license, you have to pass the CPA examinations. That is why the
CPA is unique among certification programs.
The CGFM designation, coupled with a CPA, can be
a powerful tool in your arsenal. Not only do you possess the knowledge,
skills and abilities to practice public accounting, you also have
knowledge, skills and abilities about the unique aspects of government.
If you are in a profession that does not require
a CPA, then you need to consider obtaining a certification that
sets you apart from your peers. If you are in government, as a budget
analyst,
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program
analyst, grant manager, or in any other financial management position,
then the CGFM should be your first choice for a certification program.
Pete Rose, AGA

SPONSOR'S HONOR ROLL
To our sponsor this month, we appreciate your efforts
with the growth of the New Orleans Chapter of AGA. Continue to
keep up the good work !!
The following list includes sponsors from September
2004 - January 2005:
| Faye Martin |
1 member |
| Pamela Lincoln |
1 member |
If you interested in joining this distinguished
list of sponsors, START RECRUITING TODAY!
Member information can be updated directly into the National AGA
database by logging in with your Name and Member ID number. Log
into AGA's website at https://www.agacgfm/ to renew membership,
update personal information such as phone and address changes.
Please share news about yourself or other AGA members.
Contact Babette Haines at 426-5443 or e-mail to babette.haines@usda.gov
AGA SCHOLARSHIP
The AGA New Orleans chapter has selected Dillard
University as the college that the chapter will grant a $500 scholarship
to a deserving accounting student. The scholarship will be awarded
at the March 24th, meeting.
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RECOGNITION POINTS
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Recognition
Categories
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Max Credits
Per Category
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Credits
Through
Sep. 2004
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Communications
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3,000
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1,355
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Membership
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3,000
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250
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Community Service
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2,000
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1,225
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Awards
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1,000
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700
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Chapter Leadership,
Planning Participation
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3,000
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1,100
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Education & Professional Development
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4,000
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1,350
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Certification
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4,000
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925
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Total
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20,000
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6,905
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CALENDAR OF EVENTS
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Date/Time
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Location
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Event
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CPE
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February
17, 2005
5:30 pm Social
6:00 pm Dinner
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Doug's
Restaurant
348 Robert Blvd.
Slidell, LA
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Dinner
Meeting Dr. Edgar Chase, III Risk Mgt.
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Yes
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March
24, 2005
5:30 pm Social
6:00 pm Dinner
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5
Happiness
3511 Carrollton
Ave.
NO, LA
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Joint
Meet With ASWA Steve Theriot LA Legislate Auditor
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Yes
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April
21, 2005
5:30 pm. Social
6:00 pm. Dinner
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Bull’s
Corner
1036 W. Airline Hwy
Laplace, LA
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Joint
Meet With Baton Rouge
AGA Nat’l President Bobby Derrick
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No
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May
13, 2005
6 pm – 9 pm
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Green
Acres C. Club
W. Napoleon @
Transcontinental
Metairie, LA
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Crawfish
Boil/Awards
Ceremony
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No
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June
2005
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Zephyr’s
Stadium
6000 Airline Highway
Metairie, LA
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Zephyr’s
Baseball
Game/Tailgate Party
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No
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TOYS FOR TOTS
Once again, the New Orleans Chapter of AGA
members is proud of the outpouring of love shown to the disadvantaged
in the New Orleans and surrounding community. This year, over 50
toys were presented to Susan Reggio, Points of Light Coordinator
with the National Finance Center at the NASA Michoud Assembly Facility
worksite. The toys were presented to the U.S. Marines for their
Toys for Tots program. The Marine representative wished to thank
all involved for their generosity.
During the holiday season, toys were collected from
various AGA members and brought to the designated container at NFC.
This included lots of dolls, stuffed animals, games, arts and crafts,
trucks, and a little bit of everything. Not only did this help the
community but also it's great to know that it brought smiles to
needy children.
We express a heartfelt thanks to all of our members
who participated with this community service and best wishes for
a successful New Year!
Monique Banks
Co-chair Community Service
WYES WINTER 2004 SHOWCASE MEMBERSHIP DRIVE.
On Wednesday, December 8, six AGA volunteers acted
as bid takers during WYES-TV's Winter Showcase Membership Drive.
AGA volunteers included: Amanda Green, Ida Holmes, Peggy Javery,
Gerry Knepp, Gary Millet, and Marcie Tureaud. The membership
drive was a fun event and WYES-TV personnel expressed their appreciation
for AGA's continued support through its dedicated volunteers. AGA
volunteers were seen on the air and helped raise significant funds
to keep WYES-TV's quality programming on the air.
Gerry Knepp
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A
"thank you" from New Orleans Mission
Feb. 7-8, 2005 - Third Annual National
Leadership Conference & Exposition- Washington, D. C.
July 10-13, 2005 - 54th Annual Professional
Development Conference & Exposition -


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NEW ORLEANS
CHAPTER
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ASSOCIATION
OF GOVERNMENT ACCOUNTANTS
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STATEMENT OF NET ASSETS
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STATEMENT OF REVENUES, EXPENSES
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December 31, 2004
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For 6 months ended to December 31,
2004
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ASSETS
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OPERATING REVENUES
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CURRENT ASSETS:
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Education/Training
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00.00
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Cash
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$2,360.70
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Business Meetings
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$2,177.00
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Investments
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6,193.69
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50/50 Raffle
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95.00
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Deposits - Restaurants
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.00
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Membership Dues
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718.80
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Donations
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874.00
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TOTAL ASSETS
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$8,554.39
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Interest Income
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32.68
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Total operating revenue
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$3,897.48
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LIABILITIES AND NET ASSETS
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OPERATING EXPENSES
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Accrued Revenue
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.00
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Education/Training
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00.00
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NET
ASSETS:
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Business Meetings
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2,925.94
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Unrestricted net assets
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$8,554.39
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50/50 Raffle
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47.00
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Postage/Supplies/Gifts
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210.26
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Crawfish Boil
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00.00
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TOTAL LIABILITIES
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Bank Service Charges
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00.00
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AND NET ASSETS
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$8,554.39
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Scholarship Winner
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00.00
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Donations
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734.00
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Officer Awards
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67.37
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Total operating expenses
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$3,984.57
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OPERATING
INCOME (LOSS)
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($87.09)
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NONOPERATING
REVENUES (EXPENSES)
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NONE
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INCOME (LOSS)
BEFORE CONTRIBUTIONS
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$($87.09)
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CHANGE IN
NET ASSETS
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$($87.09)
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NET ASSETS
AT BEGINNING
OF PERIOD
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$8,641.48
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NET ASSETS
AT END OF PERIOD
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$8,554.39
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P.O. Box 29186
New Orleans, LA 70189-0186
PLEASE EXPEDITE Please contact Babette
Haines (504-426-5443) with address corrections.
TIME VALUE MATERIAL
| What: Luncheon Meeting |
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| When: Thursday, January
20, 2005 |
Where: USDA National Finance Center
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| Time: 11:30am |
Eastside Cafeteria
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13800 Old Gentilly Road
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| Cost: $14.00 |
New Orleans, LA
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| Buffet Menu: Breast of Chicken
(stuffed with cornbread dressing), Spinach Madeleine, Oven Roasted
Potatoes, Roll. |
Drink: Iced
tea and water. |
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| Served with a Tossed Salad and
Dressing with Cake for dessert. |
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Please pre-register by BOB Tuesday, January
18th with Pam Lincoln at pamela.lincoln@usda.gov
or (504-255-4664).
Please pay in advance to Gary Millet (504-426-0162).
To mail a payment, send to:
Attention - Gary Millet, National Finance Center/Building 350; P.O.
Box 60000; New Orleans, LA 70160
>>>>>>>>>>>>>>
SPECIAL SECURITY PROCEDURES <<<<<<<<<<<<<<
Note: Due to security procedures, please arrive
no later than 11:15 a.m.
Your pre-registration will ensure that a security
badge is prepared in advance of the meeting date and is available
when you arrive at the main security desk in Bldg 350 of the Michoud
Assembly Facility. For those local, state and federal government
employees, please ensure you have a picture ID to present at the
security desk; a picture ID is required for access.
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