Monday Program Agenda
Registration Form
November 9, 2015
7:30 – 8:00
8:00 – 9:40
9:40–10:00
10:00- 10:50
10:50–11:30
11:30–12:20
12:20 – 1:10
Proudly presents the
East Tennessee Chapter
Professional Development
Fall Training Event
at
Buddy’s Bar-b-q
Bearden Banquet Hall
5806 Kingston Pike
Knoxville, Tennessee
1:10 – 1:20
1:20 – 2:10
2:10 – 2:25
2:25 – 4:05
Registration and Continental Breakfast
Enterprise Risk Management for
Governmental Agencies (Homan)
Break
Internal Controls Update (Harris)
Communicating Financial Data
with Elected Officials (Harris)
Lunch Buffet
Financial Information Resources
You Might Not Know (Harris)
Break
Financial Reporting on Infrastructure
Conditions and Costs (Kordenbrock)
Break
Tennessee State Specific Ethics (Butler)
Fall Professional Development Training
Sponsored By the East Tennessee Chapter of
the Association of Government Accountants
November 9-10, 2015
Name __________________________________
AGA Chapter ___________________________
Address ________________________________
_______________________________________
E-mail _________________________________
Home/Business Phone___________________
Indicate any special dietary needs below:
Tuesday Program Agenda
November 10, 2015
7:30 – 8:00
8:00 – 9:40
9:40–10:00
10:00- 10:50
10:50–11:30
11:30–12:20
12:20 – 1:10
1:10 – 1:20
1:20 – 3:00
3:00 – 3:15
3:15 – 4:05
Continental Breakfast
GASB Update (Parker)
Break
Pension Plans Reporting (Boaz)
“Green Book” Internal Control Stds
and Financial Integrity Act (Boaz)
Lunch Buffet
AICPA Audit Update (Boaz)
Break
Gov’t Performance Audits (Loveless)
Break
OMB Uniform Guidance (Maples)
Continuing Professional Education Credits
November 9th and 10th, 2015
8:00 a.m. to 4:05 p.m.
AGA East Tennessee
The conference will provide up to sixteen (16) hours of
Continuing Professional Education (CPE) credits for
CGFM’s & CPA's with up to 16 of the hours in Governmental
subject areas. The certificate will certify a total of 16 hours in
Accounting/Auditing.
The National Association of Government Accountants
(AGA) is a NASBA approved CPE provider. The East TN
Chapter is an approved sponsor with the TN State Board of
Accountancy; credits are on a 50-minute hour.
Registration includes 16 CPEs, two lunches
& two continental breakfasts:
Before October 24th:
___ $175 member
___ $199 non-member
After October 24th:
___ $205 member
___ $229 non-member
(If post-marked after October 24, 2015)
Make Check Payable to:
East Tennessee Chapter of AGA
Mail Complete Form and Payment to:
Connie Aytes
Deputy Director of Accounts and Budgets
100 N Main Street, RM 210
Clinton, TN 37716-3625
Office (865) 259-2311
Fax (865) 457-6254
Speakers for Monday Sessions
John E. Homan, MBA, CGFM, CPA, CGMA
AGA’s National President, John E. Homan, MBA, CGFM, CPA,
CGMA, is a Senior Manager with Clifton Larson Allen LLP, one of the
ten largest CPA first in the US. At Clifton, he performs his practice on
large scale audit and advisory engagements including financial and
performance audits, internal audits, and peer and quality reviews for the
Firm’s federal, state and local government clients.
In his public accounting career of over seventeen years he has audited
and consulted for large CFO Act Agencies, major state and local
governments, government corporations, independent agencies, Fortune
500 firms and major regulators.
John received his MBA in Finance and Accounting from Columbia
Business School, his BS in Economics from Georgetown University’s
School of Foreign Service. Licensed as a CPA in VA, MD, and DC,
John is a member of the AICPA, VSCPA and ASMC. He is a CGFM
and is a Chartered Global Management Accountant (CGMA). He has
published in the Journal of Government Financial Management and the
California Management Review.
Brad Harris, CPA, CMFO
Brad Harris is a finance and accounting consultant with the University
of Tennessee’s Municipal Technical Advisory Service (MTAS). He
serves as a member of the GFOA Budget and Fiscal Policy Committee
as well as on the board of several not-for profit entities.
Brad is a CPA and a CMFO, and prior to working for MTAS he served
as the finance director for the City of Athens, TN, and Rhea County, TN.
He previously worked in Chattanooga and Tullahoma for the Decosimo
accounting firm and others. Brad is a graduate of Tennessee Tech
University.
accounting, he served as CFO before moving up to CEO of a local
manufacturer and has served as trustee and administrator of an ESOP
with over 100 participants. Ray obtained a BA in Political Science with
a minor in Accounting from Memphis State University (now the
University of Memphis). Later gaining an equivalent major in
Accounting, he became a licensed CPA and has been president of the
TSCPA Memphis chapter and state treasurer and state committee
chairman of various TSCPA committees.
Speakers for Tuesday Sessions
Lisa Parker, CPA
Lisa Parker is a Senior Project Manager with the Governmental
Accounting Standards Board. She is the lead project manager on both
the service efforts and accomplishment reporting project and the
economic condition reporting research project.
Prior to joining the GASB, Lisa worked for Runyon Kersteen Ouellette
CPA's (the fourth largest firm in the State of Maine) for 10 years, the
Town of Old Orchard Beach, Maine as their Finance Director and
interim Town Manager for 2 years, and the City of Saco, Maine as their
Finance Director for 8 years.
Lisa is a CPA. She is a member of the AGA and the Maine Society of
CPAs and has served as their President. Lisa also has previously served
as President of the Maine Governmental Finance Officers Association,
an Executive Board member of the New England Governmental Finance
Officers Association, a member of the Maine Treasurers and Tax
Collectors Association, and a member of numerous local committees
and boards.
Lisa attended Boston College and the University of Southern Maine
graduating with Magna Cum Laude honors and has a Bachelors degree
in Accounting.
Gerry Boaz, CPA, CGFM
Pamela (Pam) Kordenbrock, MSCE
Pam Kordenbrock is the Division Administrator for the Federal
Highway Administration (FHWA) Tennessee Division. In this capacity
she leads a multi-disciplinary staff of 23 that is responsible for an $800
million federal-aid program and provides policy guidance to FHWA’s
State, local and other federal partners.
A 22 year veteran of Federal Service, Pam has also worked in FHWA
offices in Santa Fe, New Mexico; Washington, DC; San Francisco and
Los Angeles, California; Baltimore, MD and Chicago, IL. Pam has a
Bachelor’s degree and a Master’s degree in Civil Engineering from the
University of Virginia.
Raymond (Ray) P. Butler, Jr., CPA
As an Investigator with the Tennessee State Board of Accountancy, Ray
Butler brings over 40 years of experience with 23 years in public
accounting, 15 years in industry, and 2 years in government.
His public accounting experience includes being a managing partner of a
local CPA firm and a director for a national CPA firm. While in private
AGA’s Southeast Regional Vice President, Gerry Boaz has been with
the Comptroller of the Treasury, Division of State Audit since January
1995. He was a Legislative State Auditor for five years before becoming
State Audit’s Technical Manager. Gerry served as an audit in-charge for
three of the five years primarily on college and university audits. As
Technical Manager, he is primarily responsible for monitoring GASB,
FASB, AICPA, OMB, and GAO accounting, auditing, and compliance
standards relating to financial statement and financial-related audits. He
reviews financial statement audits for adherence to the above principles
and standards, as well as to AICPA auditing standards. He is responsible
for responding to all due process documents of the above standard
setters, as applicable.
Gerry is a CPA and a CGFM. He has a BA degree in Accounting with
a German minor from Murray State University. Gerry serves as a
representative of the National Association of State Auditors,
Comptrollers, and Treasurers (NASACT) by observing and writing an
account of the GASB meetings, was a member of the GFOA
Committee on Accounting, Auditing, and Financial Reporting
(CAAFR) for two three-year terms and now serves on the Special
Review Committee for its certificate of achievement program. He
represents State Audit on the National State Auditors Association’s
Single Audit Committee and Auditing Standards and Reporting
Committee (ASRC). Gerry has also served as a Vice Chair for both the
Single Audit and ASRC committees. Gerry has been president of the
Nashville AGA chapter and is a member of the AGA Professional
Certification Board (PCB). He is also a 2011 alumni of the Tennessee
Government Executive Institute.
Deborah Loveless, CPA, CGFM, CGMA
Deborah Loveless is the Director of the Division of State Audit, which
is part of the Tennessee Comptroller’s Office. The Division of State
Audit is responsible for conducting the financial and performance
audits of all state departments, agencies, and institutions. Deborah has
been with State Audit since 1979. For the first twelve years, she worked
in the Financial and Compliance section auditing state agencies and
served as the audit manager for the state’s Comprehensive Annual
Financial Report (CAFR) and Single Audit. In 1991, she assumed the
duties of assistant director for the division’s Performance Audit
section, which performs audits under the state’s Government Entity
Review (Sunset) Law. She was appointed director of the division in
January 2013.
Deborah received her bachelor’s degree in Public Administration in
1975 and her MBA in 1979 from the University of TennesseeKnoxville. She is also a graduate of the Tennessee Government
Executive Institute. She serves as vice-chair of the National State
Auditors Association’s Peer Review Committee and is a member of the
Performance Audit Committee.
Deborah is a member of the AICPA, TSCPA, American Society for
Public Administration (ASPA), and AGA. She previously served as a
director and as treasurer for the Tennessee Chapter of ASPA. In her
more than thirty years as a member of AGA, she has held numerous
appointed or elected offices at the chapter, regional, and national level,
including four years on the National Executive Committee as senior
vice president. Deborah currently serves on the AICPA’s Government
Performance and Accountability Committee and on the AICPA’s
Performance Audit Standards Task Force.
James (Ron) Maples, CPA, CIA
Ron Maples is the Controller of the University of Tennessee. In
addition to normal Controller’s Office duties, he is also responsible for
the system Budget Office.
Ron holds a BS in Accounting from UT, and is a CPA and CIA. Ron
has been a proud university employee for 38 years; 10 years in internal
audit, where he began as a staff auditor and left as director; 3 years as
the Bursar for the Knoxville campus; and 25 years in the Controller’s
Office. He is the assistant treasurer for the university’s development
foundation and the university’s research foundation. He also serves on
several university committees including chairing the Strategic Plan
Fiscal Policy Committee and the Uniform Guidance Policy Committee.
Ron has been the university’s primary representative to the Council On
Government Relations since 1990 and served on the COGR Board
from 2008-2014 and on the COGR Costing Committee from 20052014. He is a past president of the East Tennessee Chapter of the
Institute of Internal Auditors and is a past board member of the UT
Federal Credit Union.