Fort Walton Beach Council agenda — 02-28-06 ‎(workshop)‎ — reading text

On behalf of the Board of Regents of the Institute of Mr. John M. Brausch, CMA, CFM. CPA Certified Management Accountants, I am pleased to Vice President. Shared Service Center inform you that you have earned the Certified CarrAmerica Realty Mr. Bradley S. Kaplan, CMA. CFM, CPA Management Accountant designation as a result of Vice President - Finance completing the CMA Examination and the fullfillment AT &T Broadband of the experience requirement. The successful Mr. William F. Knese. CMA, CPA vice President & CFO completion of this program represents an important Angus- Palm indication of your personal abilities in the field of Dr. Otto B. Martinson, CMA, CFM, CPA Associate Professor management accounting. Your Certificate will be Old Dominion University mailed to you in the near future. For your records, your Dr. Carol J. McNair, CMA certificate number 24979 is dated 04/ 14/ 2003 Professor Babson College The Board of Regents is most appreciative of the Mr. Jack S. Rader, CFA Executive Director interest which you have shown in sitting for the Financial Management Association Intemational examination and hopes that you will encourage your Dr. Karl E. Reichardt, CMA Acting Dean business associates and professional colleagues to Valparaiso University participate in the subsequent examinations. Ms. Maria A. Sakellariou, CMA, CPA Manager Tasake LLC Sincerely, Mr. Rick S. Thompson, CMA, CFM Activity Based Management Leader Milliken & Company Mr. Joseph A. Vincent, CMA H~ W.~ Executive Vice President Priscilla S. Payne, CMA Novametrix Medical Systems Inc. Managing Director Dr. Samuel C. Weaver, CMA. CFM Associate Professor Lehigh University Mr. Theodore K. Wood, CMA, CFM, CFA Manager. Treasury Services Southwest Gas Corporation MANAGING DIRECTOR Ms. Priscilla S. Payne, CMA J An aJfiliate of tlte Jnstitllte of Management Accoulltallts March 21, 2005 Audit Quality- Watch Out for Deficiencies 2 March 21, 2005 It Can Happen Here- Computer Fraud and Not- for-Profits 2 March 21, 2005 Implementing GASB 34: Lessons Learned 2 March IS, 2005 Impact of Governance Initiatives on Financial Reporting 2 March IS, 2005 GAO: Restoring Government Accountability 2 March IS, 2005 Improving Audit Quality- The First Steps 2 March 18, 2005 Arthur Levitt: An Exclusive Interview 2 March 17, 2005 Bioterrorism Preparedness March 17, 2005 Detecting Fraud: SAS 99 and the Public Sector 2 March 17, 2005 Focus on GASB34: Pension and Agency Funds 2 March 17, 2005 Audit Committee and Auditors under SOX 2 March 16, 2005 FAS # 133: An Overview March 16, 2005 Financial Planning Basics for Individuals 4 March 15, 2005 GASB Statement 33 3 March 15, 2005 Implementing SOX 3 March 11, 2005 Hardware Security: Preventing Computer Crime 1 February 17, 2005 Mastering a New Era in Adult Financial Management Learning 1 December 13, 2004 Intro to SOX and Corporate Governance 3 July 15, 2004 CMA/CFM: Part II 30 March 18, 2004 Auditing Inventory: Real World Fraud Cases 2 March 17, 2004 Compliance Auditing 3 March 16, 2004 Fundamentals of the Federal Estate Tax 2 March 15, 2004 Government Auditing 2 March 11, 2004 Estate Planning Fundamentals 3 March 4 2004 Consideration of Internal Control 2 March 2, 2004 Applying SAS # S2 to Two Cases of Financial Statement Fraud March I, 2004 Auditing Practice: The New Audit Environment 2 Challenges and Opportunities February 27, 2004 Auditing Cash and Cash Equivalents 2 February 26, 2004 Conducting Internal Investigations 4 February 26, 2004 Fundamentals of Fraud Detection and Prevention 3 February 25, 2004 Contract Law: A Comprehensive Review 4 February 24, 2005 Auditors and Ethics 2 February 24, 2004 Fraud Examination in Governmental Entities: 5 Tools and Techniques February 23, 2005 Fraud Prevention and Detection 2 February 20, 2004 Auditing Government Contractors 3 November 14, 2003 Detection and Ethics in Business Fraud Auditing 3 November 12, 2003 GASB Statement # 34 2 October 31, 2003 Legal Elements of Contract and Procurement Fraud 2 October 31, 2003 Internet Security 2 October 30, 2003 Fraud Examination in Government Entities: Anlntro 4 October 29, 2003 Cost of Quality and Continuous Quality Improvement October 29, 2003 Auditing Practice: Profiling and Preventing Fraud 2 April 21 , 2003 GAS: Review and Update 8 April 7, 2003 Computer Assisted Audit Tools/Techniques for Auditors 8 March 13, 2003 CMA/CFM Part III 12 May 6- 7, 2002 Reviewing Audit Reports 16 ApriI9- 1O, 2001 Negotiation and Conflict Resolution Skills for Auditors 16 June 11- 12, 2001 Auditing in a Paperless Environment 16 August 28, 2000 Completed Primary Governmental Accounting Series of the State Financial Management Certificate Program March 23- 24, 2000 Creative Thinking for Auditors 16  William Michael Rodgers, CPA 1914 Lee Drive Denton, Texas 76209 940- 243- 7195 ( home) 940- 349- 8316 ( work) MandMRodgers@aol. com EnUCA TION/CER TIFICATION University of Louisiana at Monroe BBA in Accounting 1990 Certified Public Accountant Texas Certificate 81035 2002 QUALIFICATIONSISKILLS 15 total years of experience, 5 years of municipal government experience 3 years of management experience In- depth experience in accounting system conversions Extensive knowledge of most JD Edwards modules Proficient in Microsoft Excel and Word EMPLOYMENT HISTORY CITY OF DENTON~Denton~ Texas Chief Accountant ( 2003 - Present) Responsibilities: Direct and oversee the preparation of monthly and annual financial reports in accordance with generally accepted accounting principles. Prepare the MD& A, Notes, Statistical, and Government- Wide sections of the Comprehensive Annual Financial Report. Supervise the daily activities of the professional accounting staff. Assist in the implementation of new GASB pronouncements. Develop and maintain the internal accounting control systems within the organization. Improve department efficiency and customer service delivery. Accomplishments: Organized and implemented the use of closing folders for the annual audit. Worked with a consultant to create the internal budget and job cost reporting tool used by City staff. Spearheaded the creation of an automated procurement card reconciliation program. Trained staff in the use of JD Edwards accounting software. Facilitate training on ethics in the workplace.  William Michael Rodgers, CPA Page 2 CITY OF DENTON~Denton~ Texas Senior Utility Accountant (2000 - 2003) Responsibilities: Waste. Prepare monthly and annual financial reports for Electric, Water, Wastewater, and Solid Prepare fund statements for the Comprehensive Annual Financial Report as it relates to utilities. Support and review the yearly budget preparation. Develop and coordinate the project cost accounting system. Maintain bond funds for capital improvement projects. Ensure compliance with internal controls. Accomplishments: Successfully converted to JD Edwards accounting software. Trained users of new software. Passed CPA exam. THE WISER OIL COMPANY~Dallas~ Texas Property Administration Accountant (1996 - 2000) Responsibilities: Manage the revenue month-end closing. Reconcile accounts receivable with sales. Record revenue and expense into the general ledger. Prepare state and federal regulatory and tax reports. Accomplishments: Directed accounting in the conversion to Artesia Data Systems accounting software. Recorded a high volume of accounting transactions with accuracy. HIGHLAND ENERGY COMPANY~Dallas~Texas Gas Marketing Accountant (1992 - 1996) Responsibilities: Control the royalty distribution of crude oil, natural gas, and natural gas liquids revenue to interest owners. Record income and expense related to oil, gas, and liquids sales. Prepare and remit severance taxes to the states of Texas, Oklahoma, New Mexico, Arkansas, and Louisiana. Create and reconcile wellhead and pipeline imbalance schedules. Accomplishments: Successfully converted to OGSYS accounting software. Recorded a high volume of accounting transactions with accuracy.  William Michael Rodgers, CPA Page 3 HUNT PETROLEUM CORPORATION~Dallas~Texas Revenue Accountant (1990 - 1992) Responsibilities: Manage the distribution of royalties to interest owners. Record oil and gas revenue and expense. Prepare and remit severance taxes to the states of Louisiana, Texas, and North Dakota. Reconcile accounts receivable with sales. Accomplishments: Recorded a high volume of accounting transactions with accuracy. PROFESSIONAL AFFILIATIONS Asst Regional Director Government Finance Officers Association of TX 2004- present Committee Member Government