February Mini 2015 - AGA, Baltimore Chapter

Association of Government Accountants
Baltimore Chapter
The Baltimore Ledger
October 2012, Chapter Update
February 2015, Issue 6
Association of Government Accountants
Baltimore Chapter
www.agabaltimore.org
Inside This Issue
Staying Connected
2
February Training Information
3
February Speaker Bios
6
2014-2015 Upcoming Training
9
CEC Meeting Minutes
10
Audio Conference Schedule
11
Board Member Directory
14
AGA Baltimore is hosting a
happy hour on February
19th!
Be sure to join us!
Upcoming Events
February Training
February 18, 2015
Overhills Mansion
March Training
March 18, 2015
Rolling Road Golf Club
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February 2015
Join AGA on
LinkedIn
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Facebook
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Twitter
AGA Membership
Just One Click Away
AGA CGFM
AGA National
AICPA
AGA D.C.
MACPA
AGA Northern Virginia
ISACA
AGA Montgomery/PG
GASB
AGA Mid-Atlantic Region
ASMC
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February 2015
February Training Information
Wednesday, February 18, 2015
Register
3 CPEs
11:30am - 4:00 pm
Online
Overhills Mansion
916 South Rolling Road, Catonsville, MD 21228
Topic
Improper Payments
Speaker: Gale Stone, SSA, OIG
Key to Leadership
Nathaniel Alston, Horizon Group
Cost
$35 Members
$65 Non-Members
Reservations: www.agabaltimore.org
**Sorry—No Refunds for Cancellations**
Directions to Overhills Mansion
From I-95
Take exit number 47B toward Catonsville
Proceed approximately 1½ miles
Bear right onto MD-166N (South Rolling Road)
Turn left at first light (at MD-166N and Wilkens Avenue
intersection) into Overhills Mansion
From I-695
Take Wilkens Ave West exit, exit number 12-C.
Proceed West on Wilkens Ave for approximately 1 and ½
miles to MD-166 (South Rolling Road).
The entrance to the Overhills Estate is a private driveway
located at the intersection of South Rolling Road and Wilkens
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Nathaniel Alston is the President & Founder of THE HORIZONS GROUP,
LLC, a human capital consulting firm specializing in human resources
strategic planning, talent acquisition, management development training
and succession planning.
Nat has over 35 years of executive level and mid level human resources
experience in a variety of positions covering such industries as financial
services, health care, hospitality, food service, food distribution, higher
education, local and state government.
Prior to the December 2000 founding of The Horizons Group, Nat was the Vice President of Human Resources for State Employees Credit Union of Maryland. In that capacity he directed the overall human
resource function for the largest credit union in the State of Maryland. With over 450 employees and one
billion dollars in assets, Nat was part of the senior management team that set the strategic direction for
the credit union.
Before joining SECU, Nat was the Regional Director for Human Resources for Service America Corporation, a major food service contractor. In that capacity, Nat supervised a team of 4 and was responsible
for the regional human resources function, which consisted of approximately 8,000 employees in 16
states.
Nat has been employed by The Marriott Corporation as Corporate Manager of Employee Relations and
Manager of Employment, by Holiday Inns, Inc. as Manager of Employment, by Baptist Memorial Hospital Health Care System as Manager of Human Resources, by PYA Monarch a division of Sara Lee Corporation as Manager of Corporate Employee Relations, and by The HBH Corporation as an Overseas
Recruiter.
Prior to entering corporate America, Nat spent 10 years in Law Enforcement serving as a Maryland
State Police Officer, a Prince George’s County Police Officer and as Director of Public Safety, Bowie
State College (now Bowie State University).
In 1998, Nat along with twelve other senior human resources’ executives founded the National Association of African Americans in Human Resources. In 2001 he was elected as the National President .This
is an organization which represents over 7000 African American Human Resource professionals in 30
cities. In 2007 Nat was bestowed the Lifetime Member Emeritus designation of the organization.
In 2013, Nat was elected Chairman of the National Board of Directors of the National Association of African Americans in Human Resources.
Nat is also the 2011 – 2013 Immediate Past President of The University of Maryland University College
National Alumni Association. The Alumni Association represents over 20,000 UMUC Alumni.
Nat is a weekly contributor to radio station WEAA, Morgan State University on Mondays on the Sandy
Mallory Show with his “Tips to Elevate Your Career” and a frequent presenter at the “Moneywise Empowerment Seminars“ with Kelvin Boston.
He has spoken before numerous Civic Organizations, Colleges, and business organizations.
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February 2015
Deputy Inspector General
Gale S. Stone
SSA/OIG
Residence:
Ellicott City, MD
Born:
September 10, 1964, Evergreen, Alabama
Family:
Spouse: Wendell Stone; Children: Thomas Stone (U.S. Naval Academy)
Religion:
Baptist
Education:
Huntingdon College (BA 1987), Certified Public Accountant (1990), The Johns Hopkins
University (MS 1998)
Career:
Gale Stallworth Stone was appointed to the position of Deputy Inspector General on February
24, 2013. In this capacity, Mrs. Stone provides leadership and guidance in the planning, policy
and program development and management of the Office of the Inspector General (OIG).
Mrs. Stone has been a part of the Social Security Administration's OIG since its inception in
March 1995. She previously held various positions at the U.S. Department of Health and Human
Services (HHS) OIG. Since 1995, Mrs. Stone has held a number of leadership positions within
the SSA OIG and was selected as a member of the Senior Executive Staff in 2000. Most
recently, she served as the Deputy Assistant Inspector General for Audit, with primary
responsibility for financial and information technology audits. She is also currently serving a 4year appointment to the Information Security and Privacy Advisory Board, which advises the
National Institute of Standards and Technology.
Mrs. Stone began her 29-year Federal career as a cooperative education student in the
Birmingham, Alabama office of the HHS OIG. Over the years, Mrs. Stone has received
numerous awards, including a 1996 Hammer Award, a 2002 Inspector General Award, and
recognition from the former President’s Council on Integrity and Efficiency including a 2004
Glenn Roth Award, a 2006 Award for Excellence, and a 2007 Barry Snyder PCIE/ECIE Joint
Award.
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February 2015
AGA National Awards
The AGA National Awards recognize individuals for their contributions to AGA. AGA will present the awards to recipients
at the annual Professional Development Training, which is July 12-16, 2015 in Nashville, TN
DEADLINE: The deadline to submit nominations is March 30, 2015
QUESTIONS? Contact awards@agacgfm.org.
AWARD CATEGORIES (click on each link to get detailed information about the award and how to apply):
Robert W. King Memorial Award
Einhorn-Gary Award
Chapter Service Award
Frank Greathouse Distinguished Leadership Award
International Achievement Award
Achievement of the Year Award
Chapter CGFM Award
Educator Award
Cornelius E. Tierney/Ernst & Young Research Award
Chapter Education Award
Community Service Award
Emerging Leader Award of Excellence
Regional Coordinator Award
Other National & Local Awards
AGA Academic Scholarships
Are you or a family member pursuing undergraduate or graduate studies in disciplines such as accounting, auditing,
budgeting, economics, finance, information technology, or public administration? If so, consider applying for an AGA
Academic Scholarship today! This year, AGA can award:
Rising College Freshman: One full-time ($3,000) and one part-time ($1,500)
Current Undergraduates: Three full-time ($3,000) and two part-time ($1,500)
Graduate Students: Two full-time ($3,000) and one part-time ($1,500)
Community Service: AGA can award two $1,500 scholarship for community service amongst the three collegiate categories
noted above.
Visit https://www.agacgfm.org/home.aspx for additional details and applications.
The deadline for receipt of applications is Friday, April 17, 2015 Questions? Contact awards@agacgfm.org
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February 2015
2014-2015 Calendar of Events
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February 2015
November Chapter Executive Committee Meeting Minutes
Date: Dec 4, 2014
Time 1:30-2:30pm
Location:
Social Security Administration
Call to Order
Approval of prior meeting minutes
Committee Updates
Awards
The committee will begin mailing scholarship award letters out to area colleges in January. Any new nominations should notify the
Awards committee.
Early Careers
The committee is preparing two events: one in mid-January and one in March targeted towards local college students. The
committee will send updates to the Editorial Committee to advertise the upcoming events.
Editorial
December newsletter will be sent to the website for upload. Please send any new updates to be included in the upcoming newsletter.
Education and Programs
The next meeting will be held next Wednesday at the Overhills Mansion. Greg Wallig and Cal Bassford will be speaking on “Risk
and Reward of Social Media and Cloud Computing”. We also have a tentative motivational speaker for the Annual Awards Meeting
at Rolling Roads, and currently searching for speakers for Early Careers and Ethics and Fraud training. January’s meeting will be a
joint meeting with ASMC, 2 CPEs, at Dave and Busters.
Meetings
The committee is working with Rolling Road to finalize the menu for December’s meeting. The committee is also arranging door
prizes and ticket drawings.
Membership
The committee is working with plans for membership by reaching out to potential members and those with an interest to assist the
committee.
New Business
Johnny reminded the chapter to please submit point to Milt.
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February 2015
AGA WEB CONFERENCES
Looking for a way to stretch your training budget? AGA Web Conferences make earning CPE hours easy and affordable.
This cost-effective educational tool is only $289 per phone line and attendance is unlimited.
Web conferences feature experts on a variety of government financial management and performance topics. Further, the last
20 minutes of each program is devoted to call-in questions, which provides interaction between the listeners and speakers.
The web conferences are held on Wednesdays from 2–3:50 p.m. ET.
February 4th– Potholes on the Path to Performance Management
Hopes for the utility of performance management techniques continue to run high in many circles. At the same time,
entities that make efforts along these lines run into a variety of obstacles. This web conference will discuss some of the
most prevalent issues that arise, and attempt to provide ideas for alleviating them.
Speakers:
Sharon Winslow Erickson, City Auditor, City of San Jose, California
Charles Sallee, Deputy Director, New Mexico Legislative Finance Committee
Diana Urban, State Representative, Connecticut
AGA NATIONAL 2015 WEB CONFERENCE SCHEDULE
Feb. 4
Potholes on the Path to Performance Management
Feb. 18
Fraud Prevention
Mar. 4
Government Financial Management
Mar. 18
Put Internal Control Principles into Place
Apr. 15
Performance Management
Apr. 29
Fraud Prevention
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February 2015
T
HANK YOU
FOR YOUR SUPPORT!
Interested in becoming a sponsor? Contact Chante
Brady for more information.
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February 2015
Requests for Newsletter Submissions
or Suggestions
Do you have any
submissions or suggestions
for the newsletter? Do you
have an article you would like
to see in print? Have you
traveled to any interesting
places?
Suggestions
If so, email Andy Matts or Katie Benson.
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February 2015
AGA Board Members 2014 -2015
Officers:
President
Kristina Poist
SSA, (410) 597-1977
kristina.poist@ssa.gov
Community Service
Education and Programs
By-Laws & Procedures
Susan DeLabio*
SSA, (410) 965-5661
susan.delabio@ssa.gov
JoAnn White Burnett, CPA*
City of Baltimore, (410) 396-4783
joann.white-burnett@baltimorecity.gov
Steven Schaeffer, Attorney, MS, CPA,
CGFM *
SSA, (410) 965-9701
steven.schaeffer@ssa.gov
President-Elect
Kelly Stankus, CPA, CGFM
SSA-OIG, (410) 966-2279
kelly.stankus@ssa.gov
Lori Lee, CPA
SSA-OIG (410) 966-4294
lori.lee@ssa.gov
Secretary
Lori Lee, CPA
SSA-OIG (410) 966-4294
lori.lee@ssa.gov
Jamila Webb, CPA, CGFM*
Grant Thornton, (703) 637-3027
jamila.webb@us.gt.com
Treasurer
John McLain, CISA, CDFM
Earnst & Young, (410) 300-2748
john.mclain@ey.com
Immediate Past President,
Johnny Ramsey,CPA,CGFM
KPMG (202) 533-3292
jeramsey@kpmg.com
Directors and Board Members:
k
Accountability
walt.fennell@us.pwc.com
Afonagnon Azondekon, CGFM
Maryland Department of Health & Mental Hygiene (410) 767-5770
afonagnon.azondekon@marylland.gov
Activities
Milton Wolinski, CPA, MPA, CGFM,
CFE*
City of Baltimore, (410) 396-1172
milton.wolinski@
Awards
Early Careers
Meetings
Geoffrey Luiz, CPA
Grant Thornton, (443) 622-3507
Geoffrey.Luiz@gt.com
Jacob MacDonald
Grant Thornton (703) 837-4496
Jacob.macdonald@us.gt.com
Allan Kim
Grant Thornton (804) 385-8342
Allan.kim.us.gt.com
Aleks Ivanovski
Grant Thornton (703) 637-4328
alexfrc@yahoo.com
Editorial
Katie Benson
SSA (410)965-4544
katie.benson@ssa.gov
Andy Matts
SSA (410)966-9696
andrew.matts@ssa.gov
Mark Silvestri, CGFM*
SSA, (410) 965-0017
mark.silvestri@ssa.gov
Communications
Moyo Oluyinka
(410) 965-0433
moyo.oluyinka@gmail.com
*Director
Briana Long
SSA (410) 965-9278
briana.long@ssa.gov
Sponsorship
Chante’ Brady, CGFM, CPA
Kearney & Company
(571) 334-2961
chante.brady@kearneyco.com
Garima Khanna
SSA (410) 966-5241
garima.khanna@ssa.gov
(Brian Karpe
SSA-OIG (410) 966-1029
brian.karpe@ssa.gov
Membership
Berhanu A. Wurseno, CGFM
Baltimore City Health department
(717)586-4279
wursenod@yahoo.com
Jonny Ramsey, CPA, CGFM
KPMG (202)533-3292
jeramsey@kpmg.com
Webmaster
James Switzer
Grant Thornton (703) 0373-8741
james.switzer@us.gt.com
Masoud Najmabadi*
Grant Thornton, (703) 562-6656
masoud.najmabadi@us.gt.com
CGFM
Kristen Schnatterly, CGFM*
SSA-OIG, (410) 965-0433
kristen.schnatterly@ssa.gov
Paul Geraty
KPMG, (202) 533-3006
pgeraty@kpmg.com
Thank you to all of
our volunteers and
board members.
The Baltimore
chapter’s success
would not be
possible without
your dedication.
Tamekia Davis
Grant Thornton (703) 637-2893
tamekia.davis@us.gt.com
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February 2015