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

WIm mE 00 YOU HAVE ANY FURTHER COMMENTS REGARDING mIS APPLICANT'S CANDIDACY A joy to work with. Dependable. Rely on him to get the job done. CITY OF FORT W ALTON BEACH? THANK YOU FOR YOUR TIME AND YOUR ~ PONSES TO MY QUESTIONS. INTERVIEWER' S NOTES: 82. 5k Recently Promoted - ComptroUer $  EMPLOYMENT PRE- TELEPHONE REFERENCE CHECK - PROFESSIONAL Applicant Name: Michael Rodgers Date Applicant Contacted for Permission to Check References: 2/ 15/06 Position Applied For: Finance Director References checked by: Mark Wiltsie, Director of Human Resources Date of Reference Check: 2/ 15/ 06 This is a: Personal Reference () Professional Reference ( X ) Name of Contact: Lee Ann Bunselmeyer Title: Tax & Treasury Manager Relationship: Company/Insti ution: City of Denton Telephone Number: 940349- 7743 State: Texas MY NAME IS , I'M WITH the City of Fort Walton Beach AND (applicanJ) HAS APPliED WITH US AND GIVEN YOU AS A REFERENCE. WOULD YOU TAKE A FEW MINUTES TO SPEAK WITH ME ABOUT HISlHER QUAliFICATIONS? THANK you. VERIFY RESUME INFORMATION CHECK IF VERIFIED Current title: Chief Accountant Employment dates: 2000 - Present Employment history: Began as Sr. Utilitv Accountant Promoted to Above Reason for termination: PLEASE RATE THE APPUCANT ON THE FOLLOWING JOB CHARACTERISTICS: POOR AVERAGE GOOD EXCELLENT LEADERSHIP X X X ORGANIZATION & PLANNING PROBLEM SOLVING ABILITY X DECISION MAKING ABILITY X CO~ CATIONS~ LS X X COOPERATION X PROFESSIONAL COMPETENCE INITIATIVE X WOULD YOU CARE TO MAKE COMMENTS ABOUT TffiS APPLICANT' S STRENGmS? High ethical Standards; Technical skills.Nicest & most professional person you' d ever meet. Carries himself very welL Makes 200d decisions. Establishes cohesion & stabilitv in department. 00 YOU KNOW OF ANY WEAKNESSES THIS APPLICANT MIGHT POSSESS? Works hours. Ion,; Doesn' t know when to go home. THE DO YOU HAVE ANY FURmER COMMENTS REGARDING THIS APPLICANT' S CANDIDACY WITH CITY OF FORT WALTON BEACH? Great Great Employee!! THANK YOU FOR YOUR TIME AND YOUR ~ PONSES TO MY QUESTIONS. INTERVIEWER' S NOTES:  EMPLOYMENT PRE- TELEPHONE REFERENCE CHECK - PROFESSIONAL Applicant Name: Michael Rodgers Date Applicant Contacted for Pennission to Check References: 2/ 15/06 Position Applied For: Finance Director References checked by: Mark Wiltsi~ Director of Human Resources Date of Reference Check: 2/ 15/ 06 This is a: Personal Reference () Professional Reference ( X ) Name of Contact: Richard Benz Title: Accounting Manager Relationship: Supervisor Company/Insti ution: Wiser Oil Company Telephone Number: 214324-4087 State: Texas MY NAME IS , I'M WITH the City of Fort Walton Beach AND (applicant) HAS APPliED WITH US AND GIVEN YOU AS A REFERENCE. WOUW YOU TAKE A FEW MlNUFES TO SPEAK WITH ME ABOUT HIS/ HER QUAliFICATIONS? THANK you. VERIFY RESUME INFORMATION CHECK IF VERIFIED Current title: Property Administration Accountant Employment dates: 1996 - 2000 Employment history: Began as As Above Promoted to N/A Reason for tennination: Career Advancement PLEASE RATE THE APPLICANT ON THE FOLWWING JOB CHARACTERISTICS: POOR AVERAGE GOOD EXCELLENT LEADERSHIP X ORGANIZATION & PLANNING X PROBLEM SOLVING ABILITY X DECISION MAKING ABILITY X COMMUNICATION SKILLS X COOPERATION X PROFESSIONAL COMPETENCE X INITIATIVE X WOULD YOU CARE TO MAKE COMMENTS ABOUT TIDS APPLICANT' S STRENGTHS? Role as supervisor; Worked on complicated accountin~ projects; Great employee; Takes job seriously; Team player; RaUys the troops; Born leader. 00 YOU KNOW OF ANY WEAKNESSES THIS APPLICANT MIGHT POSSESS? None sienificant. 00 YOU HAVE ANY FURTHER COMMENTS REGARDING THIS APPLICANT' S CANDIDACY WITH THE CITY OF FORT WALTON BEACH? Great skills and a !! enuine !!ood oersoD. Commands resoed and admiration. " Top S of employees he ever hired" THANK YOU FOR YOUR TIME AND YOUR RESPONSEY TO MY QUEYTIONS. INTERVIEWER' S NOTES:  William Michael Rodgers, CPA Continuing Professional Education Attended April 2002 - February 2006 Reporting Period April 2002 - April 2003: Apr 2002 Association of Government Accountants 16 hours Regional Professional Development Conference May 2002 Texas Tech University 21 hours Southwest School of Government Finance Jul 2002 Texas Society of CP As 8 hours City/ County Finance Compliance Oct 2002 KPMG 9 hours Public Sector Seminar Mar 2003 Skill Path Seminars 6 hours Dealing Effectively with Unacceptable Behavior Reporting Period Total 60 hours Reporting Period April 2003 - April 2004: May 2003 Bond Logistix, LLC 7 hours Public Finance Workshop Jul 2003 Ernst & Young 11 hours Arbitrage Rebate Compliance Oct 2003 Government Finance Officers Association of Texas 13 hours GFOAT Fall Conference Nov 2003 Government Finance Officers Association 4 hours 2003 Governmental GAAP Update Apr 2004 Government Finance Officers Association of Texas 16 hours GFOA T Spring Conference Apr 2004 Bank One Commercial Card Services 1 hour Commercial Card Online Reporting Period Total 52 hours  William Michael Rodgers, CPA Continuing Professional Education Attended ( continued) Reporting Period April 2004 - April 2005: May 2004 Texas Society ofCPAs 16 hours Nonprofit Organizations Conference May 2004 Texas Society ofCPAs 2 hours Personal and Professional Ethics Jun 2004 North Central Texas Council of Governments 6 hours Making the Transition to Management Ju12004 Texas Comptroller of Public Accounts 3 hours 2004 Truth in Taxation Seminar Aug 2004 Deloitte & Touche LLP 4 hours Public Sector Accounting Update Nov 2004 Government Finance Officers Association ofYexas 12 hours GFOA T Fall Conference Feb 2005 Dallas CPA Society 8 hours CPE Day Feb 2005 North Central Texas Council of Governments 1 hour Internal Auditing Reporting Period Total 52 hours Reporting Period April 2005 - February 2006: Jun 2005 Government Finance Officers Association 17 hours GFOA National Conference Nov 2005 Government Finance Officers Association ofYexas 12 hours GFOAT Fall Conference Reporting Period Total 29 hours  CITY OF FORT WALTON BEACH MEMORANDUM DATE: February 27, 2006 TO: Joyce Shanahan, City Manager FROM: Mark Wiltsie, Director of Human Resources SUBJECT: Review Committee Interview / Finance Director round: Back!! Last week staff prepared agenda items for the City Council workshop and regular meeting regarding the appointment of the Charter Officer position of Finance Director. At that time it was the intention that the Review Committee, appointed by