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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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(Continued from Page 1)
He is the Dean of the Division of Business at Dillard
University. His areas of research interests are executive decision
making and communications, business law, leadership and economic
development, financial planning, and investments and risk management.
Mr. Chase serves or has served on numerous boards
and commissions within Louisiana, often as Chairman of the Board,
some of which are: The Louisiana State Board of Elementary and Secondary
Education, the Louisiana Economic Development Corporation, Bishop
Perry Middle School, the Greater New Orleans Foundation, The New
Orleans Museum of Art, the Millennium Port Authority, The Board
of Commissioners of the Port of New Orleans, The Bureau of Governmental
Research, The Preservation Resource Center, the Council for a Better
Louisiana, and the Committee for a Better New Orleans.
Welcome to AGA's 2004
- 05 program year! We are professionals, accountants, program analysts,
system analysts, telecommunications and computer programmer specialists,
budget analysts, voucher examiners, and technicians representing
government accountability. AGA headquarters has spent time this
year reinventing AGAs term to be more representative of the
organization. As the New Orleans Chapter kicks off the upcoming
year, it is important that members know that government accountability
is the responsibility of all federal, state and local employees.
As president, I want to extend an invitation to our current members
and all government employees of all job titles to participate.
You will find dynamic educational
speakers, fun sessions, and a network of executives, managers, supervisors,
and employees gathered to increase
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knowledge, enhance skills, and gain continuing professional
education credits. We will talk about issues that affect our work
environment and government challenges. With the hard work of your
chapter executive committee you are guaranteed a quality program
year.
It is our goal to raise the bar
in membership and participation this year. We all have to be empowered
to not only belong or be a member to the New Orleans AGA chapter,
but also make our chapter a premier organization each year with
self-empowerment. Self-empowerment will boost your career and add
value to our organization. Think about it. You really cant
do much without power. Empower yourself to attend meetings, to
dialogue with the members, bring a co-worker or friend to the meetings,
volunteer for the community service projects, spread the word about
our scholarship fund, give feedback, make recommendations, and only
then are you in a position to empower your peers and others. Recruit
sell AGA as a strong organization, recognized worldwide for
the caliber of its members, proven Industry impact and confidence
in AGAs agenda, comprehensive Certification of Government
Financial Managers, and a unified voice for government financial
management accountability.
As you read the newsletter, mark your calendars,
get involved, and stay empowered.
I look forward to serving you and meeting each member
of AGAs New Orleans Chapter.
Peggy Javery, CGFM

Peggy Javery, CGFM, President,
called the meeting of the Chapter Executive Committee (CEC) for
the New Orleans Chapter of the Association of Government Accountants
(AGA) to order at 11:20 a.m. She asked everyone to introduce themselves,
tell what position they hold on the CEC, and whether they were a
new officer.
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Ms. Javery stated she had attended the regional
Baton Rouge training meeting. She then asked Ronald J. Parent,
CPA, CGFM, Immediate Past President, to give a brief background
on the chapter recognition point system. She announced that James
J. Julian, CGFM, President Elect, would be responsible for tracking
the chapter recognition points earned.
Babette
Haines, Membership Chair, received the
membership information from Linda Lewis, the former chairperson.
Barbara
Carmen, Programs Chair, reported that
Edgar Chase would be the September speaker, and would be speaking
on risk management. Seven speakers will be needed for the year.
The January meeting will be a tax update and other possible topics
included crime in New Orleans, personal safety, homeland security
and a speaker on Investments. Debbie Conway-Fikes will provide
a Louisiana Society of Certified Public Accountants speakers
list.
Pamela B. Lincoln, CPA, CGFM, Meetings Chair, announced
she is looking for input for the dinner meetings. There was a discussion
on probable sites and the dates of the meetings where announced.
Shelda Melancon needs
to provide a mailbox to new editors for the newsletter.
Debbie
Conway-Fikes, Awards Chair, announced that the scholarship
would be presented to a Dillard University student this year. There
was a discussion as to whether AGA should also give the student
a membership to AGA.
There was a discussion
on possible fundraisers as well as new and different community service
activities. The Baton Rouge AGA Chapter won the national community
service award again this year. The New Orleans Chapter should brain
storm with the Baton Rouge chapter for new ideas.
Ms. Javery advised that
the next meeting would be August 11th, at which
time the budget and finances would be discussed.
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Having no further business, the meeting was adjourned.
SUBMITTED BY/s/ Mary E. Herbert, CPA, CGFM,
Secretary
Our Chapter of AGA wishes to extend a warm welcome
to the following new members:
Geremie
Loupe
Amy
Marino
Your New Orleans chapter welcomes you to AGA. You
are now on your way to making new friends and important professional
contacts. You’ll get the business meetings and educational seminars.
Your AGA membership means nationwide network.
Sept. 15, 2004 – Certificate of Excellence
in Accountability Reporting (CEAR) Program Awards Ceremony- Washington,
D.C.
Oct. 6, 2004 – First Career Foundations Leadership
Conference & Exposition – Washington, D.C.
Feb. 7-8, 2005 – Third Annual National Leadership
Conference & Exposition- Washington, D. C.
July 10-13, 2005
– 54th Annual Professional Development Conference &
Exposition – Orlando, FL
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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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| Date/Time |
Location |
Event |
CPE |
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October 21, 2004
5:30 pm. Social
6:00 pm. Dinner
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Impastato’s
Restaurant
3400 16th St.
Metairie, LA.
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Dinner
Meeting
(TBA)
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Yes |
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November
21, 2004
12:30 pm. Social
1:00 pm. Lunch
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Chateaubriand Steakhouse
310 North Carrollton Ave
NO, LA
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Lunch Meeting
(TBA)
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Yes |
| December
2004 |
(TBA) |
Christmas Party |
No |
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January 20, 2005
11:30 am – Lunch
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NFC
Eastside Cafeteria
13800 Old Gentilly Rd
NO,
LA
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Lunch Meeting
IRS Update
(TBA)
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Yes |
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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
(TBA)
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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
3511Carrollton Ave
NO, LA
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Joint Meet
With ASWA
|
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 |
Joint
Meet With Baton Rouge AGA Nat'l President |
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
|
No |
| June 2005 |
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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PDC MEMORIES - JUNE 2004
Clyde McShane speaking at the PDC, with President,
Jullin Renthrope looking on.
President Jullin Renthrope passing the Gavel to
the new AGA President, Bobby A Derrick.
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CGFM CORNER
GOAL 1
- SUPPORT CURRENT CGFMS
Publish CGFM member’s achievements in the newsletter
and local newspapers.
Partner with other organizations and/or governmental entities to
promote the CGFM designation.
Recognize local CGFMs by using the CGFM designation in chapter publications,
name tags, etc.
Contribute items to chapter newsletter such as CGFM recognition,
study suggestions, encouragement, and technical requirements.
Publicize new CGFMs in chapter and local publications.
GOAL 2
– MARKET CGFM LOCALLY
Encourage employer policy change to recognize CGFM.
Solicit endorsements of CGFM from area employers and elected officials.
Coordinate with the Regional and National coordinators to assist
in promoting the Chapters goal.
Contact area government accountability leaders.
Create an awareness of the value of CGFM to the general public.
GOAL 3 – ASSIST
POTENTIAL NEW CGFMS IN ATTAINING CERTIFICATION
Coordinate study groups.
Develop a mentoring program.
Develop other study options.
Develop a plan in the Chapter to offer CGFM courses.
Provide a CGFM Examination Scholarship.
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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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June 30,2004
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For 12 months ended to June 30, 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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Cash
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$858.76
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Business Meetings
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7,511.00
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Investments
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3,161.01
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50/50 Raffle
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214.00
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Accounts Receivable-
Seminar
|
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3,873.42
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Interest Income
|
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82.41
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Membership Dues
|
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351.40
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TOTAL
ASSETS
|
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$7,893.19
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Total
operating revenue
|
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$8,158.81
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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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NET
ASSETS:
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Business Meetings
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$9,766.56
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Unrestricted
net assets
|
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$7,893.19
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50/50 Raffle
|
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107.00
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Postage/Supplies/Gifts
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509.53
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TOTAL
LIABILITIES
|
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Crawfish Boil
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Bank Service Charges
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89.38
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AND
NET ASSETS
|
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$7,893.19
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Scholarship Winner
|
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500.00
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Donations
|
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100.00
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Officer Awards
|
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471.56
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Total
operating expenses
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$11,544.03
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OPERATING INCOME (LOSS)
|
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($3,385.22)
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NONOPERATING REVENUES (EXPENSES)
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NONE
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INCOME (LOSS) BEFORE CONTRIBUTIONS
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($3,385.22)
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CHANGE IN NET ASSETS
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($3,385.22)
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NET ASSETS AT BEGINNING
OF PERIOD
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$11,278.41)
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NET ASSETS AT END OF PERIOD
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$7,893.19
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P.O. Box 29186
New Orleans, LA 70189-0186
TIME VALUE MATERIAL
PLEASE EXPEDITE
Please contact Babette Haines (504-426-5443)
with address corrections.
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What: Dinner Meeting
When: Thursday, September 16, 2004
Time: 5:30
pm - Social
6:00pm - Dinner
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Where:
Austin's Restaurant
5101 West Esplanade Avenue
Metairie, LA
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Appetizer:
Green Salad
Entree: Veal Austin - Paneed
Baby White Veal topped with Lump Crabmeat, Button
Mushrooms, and Green Onions served with potatoes and seasonal
vegetable
Or: Trout Amandine - Pan Fried Trout
topped with a Toasted Almond Meuniere Sauce served with
potatoes and seasonal vegetable
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Drink:
Iced tea and coffee.
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Cost:
$24.00
RSVP no later than COB, Monday, September
13, 2004 For reservations: Pam Lincoln
(504-255-4664)
For advance payment: Ron Parent (504-426-5020)
or AGA, New Orleans Chapter, P.O. Box 29186 New Orleans, LA
70189-0186
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