Stacy Wheeler Resume

Stacy L. Wheeler
572 E Maple Street Davisville, WV 26142
Home: 304-916-2680 Work: 304-480-7214
swheeler@suddenlink.net
Summary
I am a highly motivated, sociable, dependable, optimistic, and hardworking professional with a great work ethic,
exceptional organization and personal skills. I am responsible individual with experience in customer service, loss
prevention, accounting, projects, new employee training, and data entry. My goal is to contribute my education, skills,
and experience to your organization.
Education
Accomplished:
Baccalaureate Program in Business Administration with specialization in Business Information Technology, May 2015
Associates in Applied Science in Business Technology, May 2011
Associates in Applied Science in Business Administration specialization Accounting, May 2011
24 Accounting hours, Accounting Series, May 2013
Currently Accomplishing:
Baccalaureate of Science in Business Administration with specialization in General Business (tentative graduation Dec
2016)
Systems
Knowledge in various software programs
Oracle WebTA Expeditor
Discoverer PDWeb Outlook
Prism Office 2010 Internet Explorer
IPP Microsoft Word Front Page
IPAC Power Point Laserfiche
BFEM Access PPDnet
DataLoader Excel Crime Ntel
DropZone Windows 98 and 07 Perfect Payroll
LoaderMaster Word Perfect Microsoft Works
Lotus Notes Meditech medical software Tyler Incode System
HR Connect GoToMeeting Visio 2010
TLMS Quickbooks
Training
Completed the following courses available at Bureau of Fiscal Service:
Appropriations Law
Budgeting and Accounting Making the Connection
Dollars and Sense
The Prompt Payment Act and Voucher Examination

Certifying Officer: Your Role and Responsibilities
Cash Reconciliation Overview
Understanding Sequestration
MOV AGA Spring Training that covered various topics from local, state, and federal agencies
Vision Strategic training by MorganFranklin
Demonstration of Invoice Processing Platform (IPP)
Experiences
Bureau of Fiscal Service-Accountant 0510 7/9/11/12 Series, October 19, 2014 to present:
Customer Service, Budget, Audit, Journals
GWA Subject Matter Accountant:
Provide customer service to various agencies daily by phone and email. Complete audits of financial statements
of agencies according to the OMB circulars and TFM. Complete subject matter analysis and Management
Representation Letters analysis for 38 agencies for agency accuracy and transparency. Created and edited two
free form notes for Oil and Gas and Natural resources agency recording that would be published in the Financial
Report of the United States Government for Fiscal Year 2014. I processed journal voucher approval requests that
would accurately report the agency financial statements in the Financial Report.
PGL Accountant:
Review and approve accounting technician entries in Oracle for specific customers to ensure accuracy. I use
excel on a regular basis creating formulas, pivot tables, and macros to create interface files and data loaders that
are used by accounting technicians and other accountants to process customer requests in a more efficient
manner. Process report requests on a daily basis. Provide customer service to various customers daily by phone
and email.
Research, Projects and update procedures/processes:
Work in a team of coworkers in my branch to conduct and complete specialized projects and assignments such
as: review, update, and develop policies, procedures, guidelines, to be used to complete tasks. I research
complex accounting, collection, and other financial and fiscal issues that require in-depth analysis, and
interpretation.
Bureau of the Public Debt-Accounting Technician, November 19, 2012 to October 19, 2014:
Customer Service, Account Payable and Account Receivable processes, Budget:
Provide customer service to various customers daily by phone and email in energy payments, check research,
FOIA, foreign payments, and various other miscellaneous account receivables/payables. Process several types of
DCP items such as limited payables, cancellations, reclamation of credits, RFC cancellations and reissues, DCRB
employee retirement contribution refund, DCP administrative reimbursement from DCRB, annuitant and

pension reimbursement for overpayments, setting up new annuitant receivables, adjusting annuitant
receivables, disbursement summary for DCP, judges contribution, private plan health insurance, FedDebt IPAC,
and district reimbursement receivable. Ensure accuracy on all levels of accounting. Responsible for verifying
invoices and IPAC’s received by the Bureau and submitting to the approver within two days. Process all grants,
invoices, and grant IPACs for the Denali Commission within one day. Process on an regular basis all Energy Grant
invoices and State Small Business Credit Initiative grant requests within one day. Process all TDP Public Service
Voucher payment requests within one day. Currently I process all TDP Travel Voucher manual obligation
requests and payment requests within one day.
Process reimbursable billing (1080s, Internals, IPACs) on a quarterly basis. Set up guarantees for the
reimbursable each year. Enter adjustments to guarantees because of expired funds or amendments. Provide
delinquency list items to the lead technician and submit list to customer for review for DCP. Use the CIR to
monitor deposits, wires, and debit vouchers for DCP. Assist with the SSAE 16 by completing the DCP open
expense accruals in a timely manner.
Assist with the project cost budget, budget authority, OTA federal status of funds, and tasks for OTA. Also,
process OTA payroll modifications to existing purchase order documents and send reports on any fund failures
such as budgeting failures or failing at the fund lines. Set up new obligations in Oracle. Compare status of funds
reports, reprogram excel documents, and Oracle cost budgets and determine if decreases need to be
completed. If lines need decreased I make the adjustments, submit, and baseline the changes. Assist with
increasing lines for the cost budget, budget authority, and auditing for OTA under the accountant projects
responsibilities. Create excel files to use Data Loader software to process large amounts of OTA budget changes.
Create pivot tables to research and compare various OTA reports.
Research:
Research and take and/or coordinate corrective action on energy payments, check research, foreign payments,
DCP items. Use Data Loaders and Drop Zones when processing energy payments and other required information
for DO and WCF. I am responsible for running the ARC AP Interface when processing energy payments. Maintain
financial systems by updating spreadsheets, inputting invoices, IPACS, account receivable receipts, and accounts
payable information. Ensure requested information is sent accurately and in a timely manner. Work with foreign
customers to ensure payments are made in appropriate currency. Complete and maintain confidential payments
and all records associated with the payment. Assist with Civil Monetary Penalty/Debt Collection. Post and
maintain records in Oracle for all civil monetary penalties (CMP) for our branch. Monitor branch check log to
ensure all checks have been accounted for within two days. Ensure cash/miscellaneous receipts are posted by
month end to allow 224 to be completed timely.
Research complex accounting, collection, and other financial and fiscal issues that require in-depth analysis,
interpreting, post and maintain all account receivable receipts, housing, jury duty, recycling, and FOIA receipts
for our branch. Examine, analyze, and interpret accounting data, records, and reports from Oracle, Discoverer,
Prism, obligations, invoices, and energy payment batch requests, just to name a few. Enter and maintain all
records for the Renewable Energy Tax Credit. Post and maintain records for DCP branch. Post reimbursable
billings from other agencies. Prepare, review, analyze, and submit monthly metric financial statements for DCP.

Projects and update procedures/processes:
Work in a team of coworkers in my branch to conduct and complete specialized projects and assignments such
as: review, update, and develop policies, procedures, guidelines, to be used to complete tasks. Some of the
policies that I have reviewed, updated, and developed are: check cancellation/rejection payments procedure,
confidential payment request, energy payment cancellation procedure, energy payment procedure, foreign
payment procedure, energy payment reissue and manual issue procedure, as well as others. Created new flow
charts using Visio 2010 those were presented to managers, directors, and other personnel in Parkersburg and
Washington D.C.
Worked with accountants to create a Loader master in excel to process 1221s that use to be manually entered
each month.
Train new hires, create and present presentations:
Account Receivable processes and training: DCP receipts, miscellaneous, housing, jury duty, recycling, FOIA
receipts, and civil monetary penalties (CMP). I also, have train on other accounts receivable items in DCP such as
administrative reimbursement from DCRB, annuitant and pension reimbursement for overpayment, setting up
new annuitant receivables, adjusting current annuitant receivables, FEDTAX withholding from STAR accrual,
POST 87 retirees accounts receivable invoice and receipt, judges contributions, and district reimbursement
receivable. Another item that is completed each month that I train new employees in is the DCP open expense
accrual procedures.
Account Payables processes and training: RFC cancellations and reissues, DCRB employee retirement
contribution refund, DCP FedDebt IPAC, disbursement summary also known as STAR accrual, RITS IPAC, NFC
Private Plan creating an IPAC and then processing the IPAC invoice. I also train in account payables for TDP such
as, energy payments batch reports and processing, foreign payments, confidential payments, and reimbursable
billing postings. Another item that I train on is the DCP EFT metrics, Prompt Pay metrics, and Customer metrics
which are completed each month by the 15th. I created and present an Energy Payment Grant power point
presentation to all new hires through the PGL training. All grants, invoices, grant IPACs for Denali Commission.
Check Federal Status of Funds on a variety of grant funds to ensure funding is available. If there isn’t enough
funding available to process payment request send an email with the information so that they can have funds
budgeted to the fund lines.
All processes and functions used in our branch I used my knowledge of the General Accepted Accounting
Principles (GAAP) and methods, Financial Accounting Standards Board (FASB) statements and interpretations,
Federal Accounting Standards Advisory Board (FASAB) as well as entity specific financial reporting policies and
procedures to operate and/or inspect accounting systems, prescribe accounting standards, policies, and
requirements necessary for the completion of accounting processes.
City Of Parkersburg-Payroll Clerk, December 23, 2009-November 16, 2012
Customer Service, Account Payable &Account Receivable processes:

Process the payroll for all employees of the City of Parkersburg. Run interfaces to detect rejections and make the
appropriate correction to the financial accounting payroll system to complete payrolls. Receive and process bank
deposits, record journal entries into various fund accounts. Maintain records of all journal entries, payroll deductions,
and garnishments. Process and pay all taxes to the IRS and state agencies, process quarterly reports, unemployment
reports, worker’s compensation fund, and 941 reports by reviewing routine, complex, and sometimes unusual
documents such as termination and retirement of individuals in that particular quarter to ensure accounting data and
mathematical accuracy. Prepare reports as required for the completion of all payroll requirements. Reclassify data as
necessary for reporting purposes. Monitor the external reporting systems such as mytaxes.gov for the WV State tax
reporting, wvdhhr.org for the child support garnishment reporting, PERS for the reporting of the employees retirement,
and WVUC for the reporting of unemployment compensation. Perform monthly reconciliations and analysis.
Print and distribute all W-2’s and reports that are associated with processing of the W-2’s to state and federal agencies.
Perform quarterly and yearly reconciliations with the State of West Virginia, Ohio, and the IRS. Calculate retirement
pensions for the police and fire department employees by reviewing routine and complex documents to verify
accounting data and mathematical accuracy. Prepare memorandums, letters, and document drafts on a daily basis.
Prepare documents for the State of West Virginia and Internal Revenue Service that are not on a routine basis.
I assisted in the Business and Occupation Tax office by maintaining current records of all businesses in the City of
Parkersburg. Conducted research on business accounts and licenses and apply all applicable regulation fees by West
Virginia State Code. Also, researched to locate new businesses and update the business chart of accounts. Filed
documents at the courthouse to create liens on delinquent accounts and once accounts are current release the liens. I
reviewed routine, complex, and unusual documents such as the business and occupation tax returns to verify
mathematical accuracy. Communicated on a daily basis with customers to assist with any questions they may have on
completing the tax return. Ran various reports and data extracts from the reporting system and financial accounting
portion of the software system. Ran interfaces to detect rejections and make the appropriate correction necessary for
completion in the financial accounting system.
Audits:
Performed and participated in quarterly and annual audits ensure that all records are accurate and review all reports to
verify accuracy. Create reports, extract data from the payroll software, run data specific reports, and maintain files for
auditing purposes. I monitored financial reports throughout the fiscal year to ensure accuracy such as payroll registers,
clothing allowances for police and fire personnel, child support, and other various local, state, and federal wage
garnishments. I evaluated incoming source documents such as new wage garnishments, direct deposit, and new hire
information to identify discrepancies and the recommended corrective action. Identified and resolved issued related to
the allocation, reasonableness, and consistent treatment of cost or off duty police personnel contracts, business and
occupation tax estimations on past due accounts, and business license renewal statements.
Budgets:
Prepared internal financial statement reports for senior management including the finance director and mayor,
footnotes, summary details of financial information, and was part of the auditing process. When it is time to begin
working on the budget for the next fiscal year I assist the Finance Director by reviewing all departments and verify
salaries and hourly wages of all employees. I also review records of compensations of particular departments that

receive clothing allowances and other compensations in compliance with the Civil Service Commission’s rules and
regulations.
Research/project:
I researched accounts payable and receivables and invoice all outside employment contracting of the police department
and fire department. Created spreadsheets to keep track of all invoicing to ensure payments are appropriate, timely,
and accurate. Worked with customer to set up payment plans and collect delinquent accounts before turning them over
for collections. Verified compliance with city ordinances and state ordinances to ensure proper regulations, guidelines,
and financial reports are being followed. I matched funds to the appropriate accounts receivable documents and post to
the appropriate account. Maintained records and track open receivable balances and initiate the appropriate debt
collection procedure dependent on the days delinquent. Researched and resolved collection questions from customers.
Create new system and implementation:
I worked on a team to establish a new system by creating accounts and assisting employers, payroll software companies,
accountants, and employees with the requirements and how to set up a deduction. During this process we were able to
make recommendations for system improvements, security improvements, processing improvements, and improved
internal controls such as having account numbers to identify customers and not allowing reports to have sensitive
personal information listed. I was responsible for sending and receiving all payments and posting of new revenue. I was
involved in adjusting and updating forms, software, and other items pertinent to maintaining accurate records. Review
invoices and payments to verify accuracy, completeness, signatures and validity of payments.
I was part of a team involved in a special project to combine three branches of the finance department into one by
updating the software systems, which will result in more accurate records and efficiency. While on the team I worked to
facilitate resolutions of conflicting interests among parties when their cooperation was needed in order to meet the
program objective. We also interacted effectively when situations had frequent changes, delays, and unexpected events
arise which caused shifts in priorities, timetables, and work assignments during the combining of the three branches.
While this system was being established I assisted with the conversion and integration and acceptance testing.
Performed research on a daily basis on current data, past data, and various source documents to develop and explain
detailed information not readily available. I created guidelines and explanation packets for employees to use to obtain
reports necessary for the completion of assignments. During this transition period I also trained other co-workers by
providing direction, guidance, and instruction on the new software system. During this time period we persuaded others
to adopt the new methods, procedures, and techniques in order to improve our operations and become more efficient
with our customers. I communicated by e-mail, phone, small groups, as well as individual training.
All processes and functions used in the finance department I used my knowledge of the General Accepted Accounting
Principles (GAAP) and methods and Financial Accounting Standards Board (FASB) statements and interpretations as well
as entity specific financial reporting policies and procedures to operate and/or inspect accounting systems, prescribe
accounting standards, policies, and requirements necessary for the completion of accounting processes. Examine,
analyze, and interpret accounting data, records, and reports for payroll, business and occupation taxes, business

licenses, and miscellaneous invoices. Participated in audits, reviews, and management requested studies of financial
statements and operations on a quarterly and annual basis with supervisors, state auditors, and private sector auditors.
City of Parkersburg-Training Assistant/Clerk, May 30, 2006-December 23, 2009
Reports, Analysis, Cost Control:
Maintained various confidential information on the computer system, answer multi-line telephone systems, responsible
for scheduling training/school for 65 employees including registration and all necessary reservations including hotel, per
diem, and vehicle rental. I updated and maintained reports on finances, and files on all training completion of officers. I
maintained the company website, assisted with updating and writing the policy and procedures and rules and
regulations manual per CALEA standards. Prepare periodic cost reports, schedules, and analysis of costs by type of
products by functions, analysis of direct labor, cost variation, product costs, work-in process by function and product. I
then provided management with information for tracking and controlling expenditures to a company’s various operating
fund and for financial planning activities and for the upcoming budget year. I provided accounting information for
tracking and controlling cost and expenditures related to organizational operations such as the overtime of officers, off
duty contracting, and grant time used and grant time remaining. Purchased supplies, officer equipment, and academy
required materials for the office and made requests for payment from various accounts. I transcribed interviews which
were used in court proceedings, letters to customers and citizens, internal memorandums, and various training
materials.
Public Relations, Document Creations, Power Point presentations, Accomplishments:
While working in the training and public relations department I created a five-year plan for the department as well as
new monthly, quarterly, and yearly reports that included Excel spreadsheets with formulas. The formulas allowed
future employees to plug in the appropriate information and it would update as necessary. I created a variety of
spreadsheets that included pivot tables. I also created a publication guide of the City of Parkersburg and the police
department that was used for the Commission on Accreditation for Law Enforcement Agencies, INC also known as
CALEA onsite review to become the first agency in the state of West Virginia to become certified. While working on the
CALEA team we created and conducted studies that were distributed to the citizens of Parkersburg to determine how
the police department could improve its services.
I worked closely with the public relations office with creating presentations for schools, organizations, career fairs, and
recruitment of potential future employees. Created tests, manuals, and pamphlets for local training classes taught by
numerous instructors. I updated all the forms and created files on all the computers in the department to eliminate
paper forms in the employee’s vehicles. This allowed the completion of reports to be emailed to their immediate
supervisor for review and approval.
I would trouble shoot and correct errors that would arise with vehicle laptops. This included resetting or even replacing
the various parts on the computers that went bad. If there was something that I could not correct, I would call the
company and have the computer fixed.

As a floater, I gained knowledge in a variety of different positions and was able to cover shifts for various departmental
staff. While covering various positions, I completed requisitions, statements, payments, and time off balances. I also
typed various memorandums, letters, and other documents. Some of the systems that I used are Word, Excel,
PowerPoint, Front Page, Laserfiche, Anytime Organizer, Perfect Payroll and Internet Explorer.
Camden Clark Memorial Hospital (CCMH)-Patient Account Representative, May 26, 2005-May 26, 2006
Customer Service, Accounts Payable, Accounts Receivable:
Made inquiries to insurance companies to check the status of patient claims and verify if any further information was
needed from the hospital. I would run reports, by inputting specific accounting criteria and this would then produce a
report that I would interpret, analyze and process the information by using internal and external controls. Also, assisted
patients in financial assistance programs made available at the hospital. I worked in account receivable/payable posting
payments from patients and insurance companies or sending payments for accounts with a credit. Some of the systems
that I used were Meditech, Word, Excel, Medicare and Medicaid system, Expeditor, Internet Explorer and Outlook.
St Joseph’s Hospital/HCA-Financial Counselor, December 1, 2003- May 28, 2004
Customer Service, Accounts Payable, Accounts Receivable, Reports:
Assisted patients with payment arrangements, possibly writing off the account if the patient qualified. I worked closely
with the Department of Health and Human Resources referring patients that may qualify for their assistance programs.
I worked in account receivable/payable posting payments to patient accounts as well as completing daily deposits. I
registered and pre-registered patients for elective procedures and contacted the insurance companies checking benefits
and eligibility.
I would run accounting reports with specific data and would then interpret, analyze and process the data with financial
accounting, policies, and requirements from federal guidelines on Medicare to keep accurate tracking of the number of
hospital days each patient had remaining. If the patient was out of hospital days, I would notify the family and have the
appropriate forms completed by the patient or responsible party. Maintained filing on various accounts. Some of the
systems that I used were Meditech, Word, Excel, Medicare and Medicaid systems, Internet Explorer and Outlook
Alliance Data Systems-Incoming Collector/Supervisor Assistant. October 21, 2002- January 31, 2004
Customer Service, Diffuse Difficult Situations:
Assisted customers with payment arrangements on past due accounts. In addition, assisted supervisor with escalated
calls and diffused the irate caller. Working as a supervisor assistant I was able to diffuse confrontational situations with
people who were difficult, hostile, and/or distressed. I completed various projects and assignments such as employee
evaluations. I used the system software billing and accounting system for delinquent collections. While working at this
company, I was able to attend a variety of online classes offered by the company which include stress management,
time management, verbal and written communication, and supervisory/management courses.

Training:
I trained new employees on the use of the automated system for collections. This training was conducted in group
classroom settings, individual training, and by phone. While working at Alliance Data Systems I also created policies and
procedures for the process of collecting on delinquent accounts. The company processed accounts for hundreds of
different types of retail stores.
Leroy’s Jeweler’s- Office Clerk, February 1, 2002-October 18, 2002
Customer Service, Accounts Payable, Accounts Receivable, Bankruptcy:
Greeted customers upon entering the store, handled customer service calls, answered e-mails, and ordered special
merchandise. Start of day and end of day accounting included nightly deposits, balancing of the accounting book, and
counting the registers. I answered bankruptcy court requests by sending the requested information. I completed credit
applications once approved; created an account in our system with the customer’s information for future purchases or
mailings, filed reports, typed repair orders, merchandise mailing, merchandise returns, re-ticketing, and stocking of new
merchandise.
Associations
Mineral Wells Football Association-Board Member & Secretary/Treasurer, July 2013-present
As a member of the Mineral Wells Football Association board I have planned fundraising events such as concerts, bingos,
and bake sales by maintaining deadlines with schedules, providing logistics, and having weekly meetings. I planned with
a team of members the football banquet providing logistics, events for the evening, and other time sensitive deadlines. I
create a weekly newsletter that communicates information to parents and players. Maintain the Facebook page for the
organization, taking pictures that are used in the newsletters, Facebook, and other forms of communications. Work with
board members taking inventory on merchandise and equipment.
Mid-Ohio Valley AGA Chapter-Secretary, January 2013-September 2013
I was the secretary for the organization. I have worked in a team to plan, execute, and complete each task in the
special project by setting and maintaining deadlines throughout the process of the training class that was open
to all people. We created a newspaper article, brochure for registration, a program guide that was given to all
attendees, and a slide presentation that was used during the registration and break periods. I was a primary
contact for all the speakers and sponsors of the event providing logistics for travel, hotel, and training location.
Planned and provided logistics for dinner invite for the evening before the training to speakers, sponsors, upper
management, and other MOV AGA office members.

References for Stacy L. Wheeler
Professional:
Current Manager:
Michelle Yanok, Bureau of Fiscal Service
PGL Group
304-480-7236
Current Supervisor:
Heather Brown, Bureau of Fiscal Service
PGL Group
304-480-7966
Anda Coiner, Bureau of Fiscal Service
HUD Grants Team Manager
304-480-8414
Daniel Drake, Bureau of Fiscal Service
Supervisor
304-480-7082
Debra Stephenson, Bureau of Fiscal Service
Supervisor
304-480-7113
Jeanette Shindler-Wingrove, Bureau of Fiscal
Service
Supervisor
304-480-7198
Personal:
Shirley Dowler, City of Parkersburg
Business & Occupation Tax Auditor, Retired
2307A Liberty Street
Parkersburg, WV 26101
304-428-6503
(Personal and Professional)
Jason Barton, City of Parkersburg
Former Sergeant
13554 Capetown Avenue
Pinkerton, OH 43147
304-615-6844
(Personal and Professional)
Tamra Lott, Bureau of Fiscal Service
Team Lead Employee Development Branch
304-480-5373
Dale McEwuen, City of Parkersburg
Lieutenant
344 Suzanne Street
304-482-2382

Download & Export
EOR Cost & Hours
Discover Report and
Paste into the PSC
Template Payroll
Tab. Change Theme
to Green.
Download & Export
the OTA PSC Payroll
Match and Paste
into the PSC
Template Obligation
Tab.
Save As on the V
Drive
Copy Data from the
Payroll Tab and
paste in the Payroll
vs. Obligation Tab.
Copy Data from the
Obligation Tab and
paste in the Payroll
vs. Obligation Tab.
Manual Payroll
Data Sort
matching PSC
Obligation
names to the
Green Themed
EOR Records.
Manually
correct PSC
names on
Green Themed
EOR Records if
necessary.
Delete if
obligation line
is not used for
this payroll
submission.
Save data on V Drive
Email customer
with the Payroll
vs. Obligation
Match File.
Customer will send
email with payroll
matches, payroll
corrections,
reprograming, and
corrected NFC
rejects.
Manually
complete
ASAP.
Email
customer once
completed.
Copy and Paste
Payroll Obligation
Match Data in the
Invoice Interface
Payroll Data Tab.
Then refresh Invoice
Number PT Pivot
Table
Download
Discoverer PSC
Payroll Match in PO
Obligation Disco
Report Tab.
Download & Export
PSC EOR Cost &
Hours Discoverer
Report and Paste in
the EOR Cost &
Hours Disco Report
Tab.
Refresh Funds
Check and EOR
Check Pivot
Tables.
Check Funds
Availability. If
failing funds
email customer
for guidance.
Complete Invoice
Interface in Oracle.
This process
matches to the
payroll obligation.
Open PSC
Journal Entry
Detail for
corresponding
pay period.
Copy and Paste
the Journal
Entry Detail
into the JE
Template on V
Drive.
Manually
manipulate journal
entry data to
reverse payroll’s
impact.
Copy & Paste
from Journal
Text Tab to the
ADI Tab. Save
As on V Drive
to import into
Oracle.
Open Oracle
and Query up
the Journal
that was just
created.
Review
Journal, Check
funds, Reserve
Funds,
Approve
Journal.
Email supervisor
for review and
approval.
Customer
submits payroll
modifications
for the next
payroll
submission.
Manually process
modifications in
Oracle. Prior to
beginning the
weekly payroll
process.

Welcome to the 2013
Mid Ohio Valley AGA
Spring Training

“Desire is the key to motivation, but it’s
determination and commitment to an
unrelenting pursuit of your goal—a
commitment to excellence—that will enable
you to attain the success you seek”—Mario
Andretti

Smokehole Caverns near Seneca, WV

2013 WV AGA Spring Training Sponsor

New River Gorge in Fayetteville, WV

Charleston, WV
State Capital Building

Sternwheeler docked at the Blennerhassett Island

Blennerhassett Mansion located on Blennerhassett Island

Ohio River taken at Fort Boreman Park

Blennerhassett Hotel in Parkersburg, WV

As we develop into a leader we learn
that our thoughts, words, actions,
and habits become our character.
What will your character be?

Lafayette Hotel in Marietta, OH

A special thank you to all the
Sponsors, Speakers, and AGA
members for making this training a
success.

Thank you for joining us
today.
Michelle Yanok, CGFM
MOV AGA President

2013
MOV AGA Chapter
Parkersburg Country Club
May 14, 2013 / 8 CPE Hours
West Virginia AGA Spring Training
State Park near Parkersburg, WV, picture provided by bestldsplaces.com

Welcome to the West Virginia AGA 2013 Spring
Training Located at The Parkersburg Country
Club
The Parkersburg Country Club was built in 1902 and in
1922 the golf course was added.
Picture taken by Stacy Wheeler

Historic Landmark: Blennerhassett Hotel opened in 1889 and is
located in Downtown Parkersburg on Market Street.
www.tripadvisor.com
Table of Contents
Welcome Letter ......................................................................................................4
Sponsor Page-CliftonLarsonAllen ...........................................................................5
Tips & Information ...................................................................................................6-7
Sponsor Page-Grant Thornton................................................................................8
Agenda....................................................................................................................9-12
Sponsor Page-Morgan Franklin ..............................................................................13
Agenda....................................................................................................................14-19
Sponsor Page-Becker Professional Education........................................................20
What is AGA............................................................................................................21- 22
Sponsor Page-Charleston, WV and Beckley, WV AGA Chapters...........................23
History of Parkersburg.............................................................................................24-26
Exhibitors ................................................................................................................27
Exciting News..........................................................................................................28-29
Blank Pages for Notes.............................................................................................30-37
Sponsors Summary Page .......................................................................................38

President of MOV AGA Chapter
Welcome to the Mid-Ohio Valley Chapter of Association of
Government Accountants West Virginia Spring Training. AGA has
gathered together members from local, state, and federal
governments, as well as the private sector. As we know,
networking is one of the main reasons people become AGA
members. As we network, we are able to discuss challenges and
different practices and/or solutions to the problem.
This training is approved for eight CPE hours. Our speakers will
touch on a variety of topics that will prepare you for the future. As
our economy continues to recover we must continue to educate
ourselves on ways to become more efficient. The more we know,
the better our future will be.
I would like to take a moment and say thank you to all the
speakers, sponsors, and members for contributing their time,
knowledge, and experience to the development of the WV AGA
Spring Training. Without them, this training would not have been
possible.
Sincerely,
Michelle Yanok
President of MOV AGA Chapter
Welcome

Registration Package
• Ability to earn 8 CPE hours
• Printed conference materials
• Access to the exhibit area
• Access to web page containing PowerPoint presentations
(if provided by speaker)
 Opportunity to participate in networking events which
include one continental breakfast, two breaks, and one
luncheon.
Name Badge Policy
Please remember to wear your name badge when attending the
AGA training. The badge will allow you to participate in the
training activities and will be your proof of registration.
Mobile Phone Policy
As a courtesy to the speakers and other attendees, please turn
your mobile phones to vibrate or off during the presentations. If
you should receive a call during the presentation and need to
answer it, please leave the session before answering.
Tips&Information

Photography Disclosure
AGA may take photographs during the training to be used in
future promotional materials, trainings, and newsletters either in
print or electronic, including the local AGA website. By
participating in the training you grant AGA the right to use your
name and photograph for this purpose.
Attire
Business casual attire is appropriate for the training. We
recommend that you dress in layers and bring a sweater or jacket
in case the room temperature is not comfortable for you.
Medical Emergencies and Personal Safety
To help ensure your safety throughout the training, we have
included a Medical Emergency Contact page for you to complete.
Please take a moment to write down an emergency contact
name, phone number, medical conditions, allergies, and anything
else that is pertinent to a medical emergency. Once completed,
please turn in at the Registration Desk.
If you require medical attention during the training, please contact
the Registration Desk. The nearest medical facility is listed
below:
For minor urgent care:
Med Express
1500 Grand Central Avenue
Vienna, WV 26105
PH: 304.485.3627
For more urgent care:
Camden Clark Memorial Hospital
800 Garfield Avenue
PH: 304.424.2111
Tips&Information

Grant Thornton’s Global Public Sector helps executives and managers at all
levels of government maximize their performance and efficiency in the face
of ever tightening budgets and increased demand for services. Its public
sector practice gives clients creative, cost-effective solutions that enhance
their acquisition, financial, human capital, information technology, and
performance management. Grant Thornton’s commitment to public sector
success is burnished by a widely recognized body of thought leadership
analyzing and recommending solutions to government’s greatest challenges.
Based in the Washington D.C. metropolitan area,
with offices in Alexandria, Virginia; Austin and San
Antonio, Texas; and Sacramento, California; Grant
Thornton’s Global Public Sector serves federal, state,
local, and international governments.
For more information, please contact
Doug Criscitello, Managing Director
T 703.637.2770
E Douglas.Criscitello@us.gt.com
www.grantthornton.com/publicsector
Sponsor

Tuesday, May 14, 2013
7:00 a.m. – 7:50 a.m.
Registration
7:00 a.m. – 7:50 a.m.
Light Breakfast
Sponsored by:
Breakfast Light Buffet
 Freshly Baked Cinnamons Rolls
 Assorted Bakery Muffins
 Fresh Sliced Fruit Platter
 Coffee, Orange Juice, Tea, Water
7:50 a.m. – 8:00 a.m.
Opening Remarks
8:00 a.m. – 8:50 a.m.
The AGA and the Government of the United States of America
Thought Leadership in Action
Relmond Van Daniker, DBA, CPA, Executive Director AGA
Relmond Van Daniker has worked in the government financial management
field for 30 years, including 26 years with associations. Since 2003, he has
served as the Executive Director of AGA. Prior to this, he spent 18 years as
the Executive Director of the National Association of State Auditors,
Comptrollers and Treasurers (NASACT).
Van Daniker is a past national president of the International Consortium on
Governmental Financial Management (ICGFM) and was a professor of
accounting at the University of Kentucky for more than 30 years. He spent
three years as assistant director with the Cost Accounting Standards Board
and chaired a task force to develop and implement a new statewide
accounting system for the Commonwealth of Kentucky.
Van Daniker was also the principal investigator for the National Science Foundation
grant to develop generally accepted accounting principles (GAAP) for state
governments. He is a frequent contributor to financial management industry
Agenda

professional journals and is the co-author of 10 books and monographs. Van
Daniker received AGA’s Author Award in 1983 and the AGA National
President’s Award in 2001.
Thought Leadership in Action will cover a variety of topics from tackling
inefficiency in work, performance management, view of leadership, and people
are key to success.
8:50 a.m. – 9:40 a.m.
The Ripple Effect: The Federal Government’s Financial
Position and its Potential Effect on States
Scott Bell, Senior Staff Accountant
Scott is currently a Senior Accountant in the Department of the Treasury’s
Office of the Fiscal Assistant Secretary, where he is among the team leads
responsible for preparing the Financial Report of the U.S. Government and the
related Citizen’s Guide. He is Treasury’s staff liaison to the Federal
Accounting Standards Advisory Board (FASAB) and a featured speaker on the
financial position and condition of the Federal Government both in the U.S.
and abroad. Scott’s career in Federal financial management and policy spans
more than 20 years in both the public and private sectors, including positions
with the Office of Management and Budget, the Department of Health and
Human Services, and the Small Business Administration. Scott, an MBA and
CGFM, once served as the president of the Washington, DC Chapter, Vice
President of the Capital Region, and is currently a Senior Vice President for
the AGA. He earned a B.S. in Accounting from Washington and Lee
University and an MBA from George Mason University.
This session will explore the federal government’s financial position and the
potential effects on states. We will explore the current and future receipt and
expenditure levels that could have implications on state and local
governments. This session will also examine the financial position and key
projections for the U.S. government as mentioned in The Citizen’s guide to the
2012 Financial Report of the U.S. Government and the implications it will have
on state government finances.
9:40 a.m. – 10:00 a.m.
Break
Sponsored by:
Agenda

Coffee, Water, Tea, and Soda
10:00 a.m. – 10:50 a.m.
State Government Accountability and Transparency on
Spending
Paul Miller, Policy Outreach Director and Senior Policy Analyst
Paul Miller is the Policy Outreach Director and Senior Policy Analyst with the
West Virginia Center on Budget and Policy, a non-profit, non-partisan research
think tank that works on state tax and budget policies located in Charleston,
WV. Paul graduated magna cum laude from West Virginia University with
double bachelors’ degrees in Political Science and English, with a minor in
Philosophy in 1992. He graduated with a Masters in Public Administration
degree in 1995, Pi Alpha Alpha, with honors also from West Virginia
University. He has completed coursework for the Ph.D. Public Policy Program
from West Virginia University with a research focus on social welfare policy,
transformative technologies, and government accountability.
Paul worked as a research policy analyst with the West Virginia House of
Delegates and served as an analyst to several committees including Health,
Banking and Insurance committees. He has published research in several
areas, including economic development, tax and budget, poverty, and
unemployment insurance. He helped West Virginia modernize its
Unemployment Insurance program and resulting in continued extended
benefits for jobless workers during recent regular and special legislative
sessions. Paul's research in transparency and accountability of government
has helped reform the state's American Recovery and Reinvestment
Act stimulus website to make it the 4th best in the nation, going from an initial
ranking of F to an A.
In addition, Paul worked with the State Auditor's Office to help create the
state’s first transparency and accountability website to help provide vendors
and state residents with the ability to see state government revenues and
spending. Paul has made presentations to the state legislature regarding the
need for a legislative fiscal office, similar to the Congressional Budget Office,
designed to help identify the costs and benefits of state public policy
proposals. Paul has been a featured presenter to national audiences on
transparency and accountability of state government spending and
unemployment insurance policy.
Agenda

Currently, Paul is the President of the board of directors of WV Community
Voices, a nonprofit organization dedicated to help improving the health and
well-being of women and children through its perinatal partnership; works as
an adjunct instructor at West Virginia University-Parkersburg teaching two
political science classes; and serves as the policy consultant with the Central
Appalachian Regional Network, a six state regional policy consortium that
deals with technology and economic development as it relates to rural
Appalachians.
The focus of the presentation will be on the increasing demand for
government transparency and accountability through the use of
technology. In the current budget environment where federal, state, and local
governments need to find ways to do more with less and with
mounting frustration and distrust of government activities citizens are
demanding more services and more accountability of their elected
officials. Transparency and accountability are essential protections that
defend American democracy as it improves civic participation
and validates the role of government. Without sufficient information and data
the job of making government work for the people becomes increasingly
difficult.
Governments need financial management and accounting tools that can
foster trust among taxpayers leading to increased support of government
activities. Paul will present research from states that have taken the lead in
transparency and accountability by creating websites that are useful and
accessible to the general public as well as financial managers, accountants,
and fiscal agents. This research has led to the creation of the state's first
transparency and accountability website in West Virginia following the lead of
many other states. Present information about the state’s current lack of fiscal
integrity in the public policy process which further leads to an erosion of the
state’s general budget revenues as the state is currently unable to calculate
the costs and benefits of pending legislation.
The inability of state government to account for general revenues impedes the
government’s ability to accomplish its goals of economic development and job
creation as the state ends up spending more money on projects that
fail while ignoring potential investments in projects that could have yield job
growth. Nothing stirs the emotions of the polity like wasted government
spending and abuse which can be prevented through the use of
transformative technologies. As unemployment remains stubbornly high and
the need for job creation more important than ever, it is essential that
government spending produce optimal results given our current and long
term forecast of limited resources. Transparency and accountability of
government spending will allow us to do more with less, achieve economic
prosperity, and restore our faith in government.
Agenda

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consulting and technology solutions to U.S. government agencies. In 2012, the company was
recognized by Consulting magazine as one of the “Best Firms to Work For” in the nation.
MorganFranklin was also named to the 2012 Inc. 500|5000 list of the nation's fastest-growing private
companies. Third-party customer satisfaction surveys highlight the company’s reputation for being
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Sponsor

10:50 a.m. – 11:40 a.m.
Moving Toward a Clean Government-Wide Audit Opinion,
Current Challenges & Emerging Priorities to Drive Efficiency
and Reduce Costs
Grant Thornton Panelists – Carlos Otal, Owen Barwell, Nancy Fleetwood,
Demek Adams, Tracy Greene, and Doug Criscitello
Overview – Grant Thornton LLP works closely with the federal financial
management community as demonstrated by its work leading the CFO survey,
contributing to relevant research such as AGA Research Report No. 31 –
Government-wide Financial Reporting, providing thought leadership and
perspectives from its cadre of former senior financial management executives,
as well as assisting Treasury’s Office of Financial Innovation and
Transformation. A panel of Grant Thornton’s financial management
practitioners will discuss the firm’s recent work in helping the government
move toward a clean audit opinion on its consolidated financial statements,
current challenges in the financial management arena, and emerging priorities
across the government aimed at driving efficiency and reducing costs.
View of Ohio River from Fort Boreman Park
www.wordpress.com
Agenda

11:40a.m. – 12:30 p.m.
Professional Journey & Opening the Lines of Communication
Through Government-Intergovernmental
Evelyn Brown, CGFM-Retired, AGA National President
With more than 34 years of government financial management experience,
Evelyn Brown retired as Deputy Chief Financial Officer (DCFO) of the U.S.
Office of Personnel Management in September 2006. In the DCFO role, she
directed the OPM’s day-to-day financial management, including budgeting,
accounting, information systems and financial reporting. As DCFO she
worked with the Chief Financial Officers Council to improve federal financial
management throughout government. Prior to joining OPM, Evelyn was the
Chief Executive Officer for the National Archives Trust Fund (NATF) where
she directed the investment strategy and portfolio, user fees, and overall
policies and procedures. After retiring from federal service, she has worked on
special projects as a financial management consultant for Suss Consulting,
and has worked with both Deloitte and IBM.
Her community service activities include a 14 year stint with the IRS' Volunteer
Income Tax Assistance (VITA) program. She also served as an instructor and
counselor for the Department of Commerce’s Small Business Development
Program assisting minority businesses in the DC area. She has been a
volunteer for Habitat for Humanity in New Orleans and Atlanta and is currently
active in the mentoring and Early Careers Program for the Capital Region.
She continues to be active in Executive Women in Government (EWG) and is
completing her fifth term as Treasurer of The International Alliance for Women
(TIAW), an organization that links more than 35,000 businesses, professional
and entrepreneurial women and their associations in order to provide a global
voice for women's advancement.
Ms. Brown graduated from Howard University with a Bachelor of Arts degree
in Accounting. She is also an alumna of the Federal Executives Institute.
Evelyn is a Certified Government Financial Manager and her professional
memberships include EWG, TIAW as well as AGA.
The session will take a look at the career path of government financial
managers and how to reach your highest potential. Topics reviewed include
networking, evaluations, extracurricular activities, ethics, and “telling your
story.” The learning objectives are how to acquire adequate skill sets for
career development, importance of participation with determining career
paths, how to plot goals and objectives at different levels in an individual’s
career path and the importance of flexibility, technical skills for financial
management, and human resource management skills.
Agenda

12:30 p.m. – 1:20 p.m.
Lunch
Sponsored by:
Club Lunch Buffet
 Stuffed Chicken with Sage dressing
 Baked Penne Pasta
 Twice Baked Potatoes
 Green Been Almandine
 Tossed Salad
 Fresh Fruit
 Rolls
 Sheet Cake
 Coffee, Tea, Water, and Soda
**Special Dietary Needs Available Upon Request**
1:20 p.m. – 2:10 p.m.
GAO: 2011 Yellow Book: What You Need to Know
Nicole Burkart. CPA, CGFM
Nicole McGuire Burkart is a Senior Auditor in GAO’s Financial Management
and Assurance (FMA) team, the mission of which is to help transform the
federal government’s financial operations to meet critical challenges,
including those related to financial management infrastructure, accountability
for assets and operations, and the reliability of financial information. FMA’s
areas of expertise include financial audits, accounting and auditing standards,
and financial analysis. As such, FMA is charged with maintaining, interpreting,
and promoting Government Auditing Standards, commonly referred to as the
Yellow Book.
Ms. Burkart began her career at GAO in 2005 after graduating summa cum
laude from Elmira College with a Bachelor of Science degree in Accounting
and Business Administration. Ms. Burkart is a Certified Public Accountant in
the Commonwealth of Virginia and a Certified Government Financial
Agenda

Manager. She is actively involved in both the American Institute of Certified
Public Accountants and the Virginia Society of Certified Public Accountants
and is also a member of the Association of Government Accountants. In
2010, Ms. Burkart was one of 30 certified public accountants under the age of
36 selected to participate in the American Institute of Certified Public
Accountants’ Leadership Academy.
Since beginning her career at GAO, Ms. Burkart has primarily focused on
financial statement audits, including the audit of the Schedule of Federal Debt
Managed by the Bureau of the Public Debt and the audit of the Consolidated
Financial Statements of the United States Government. In 2012, she received
GAO’s Meritorious Service Award for her sustained dedication, enthusiasm,
and exemplary performance in key areas of these audits.
The 2011 revision of Government Auditing Standards (commonly referred to
as the Yellow Book) represents a modernized version of the standards, taking
into account recent changes in other auditing standards, including
international standards. Among the major changes, the 2011 Yellow Book
significantly revises the independence standard by adopting a blended
conceptual and rules-based approach to the determination of independence.
In addition to independence, this session will cover changes made in the
areas of financial audits, attestation engagements, and performance audits,
as well as the reasons behind these changes.
2:10 p.m. – 3:00 p.m.
FASAB: Updates
Wendy Combs Payne, CPA, CGFM, MPA (Private), Executive
Director
Wendy Payne is the Executive Director of the Federal Accounting Standards
Advisory Board (FASAB). As executive director, Mrs. Payne manages the
research staff supporting Board deliberations and chairs the Accounting and
Auditing Policy Committee of the FASAB. Prior to joining the FASAB staff in
1991, Mrs. Payne worked in the utility field. Her experience includes
consumer advocacy and corporate financial planning. She served as an
auditor, expert witness, and financial forecaster.
Mrs. Payne graduated with distinction from the University of Virginia with a
Bachelor of Science degree in Commerce. She received a Masters in Public
Administration from George Mason University. She is a member of the
Association of Government Accountants, the American Institute of Certified
Public Accountants, and the American Society for Public Administration. She
has served on numerous committees of the AICPA and AGA, and has had
articles published in their professional journals.
Agenda

Attendees will learn about the Board’s proposal regarding the federal
reporting entity, efforts to improve the reporting model, and ongoing projects
regarding public-private partnerships, leases, and risk assumed. Time will be
allotted for questions and discussion of emerging issues.
3:00 p.m. – 3:20 p.m.
Break
Sponsored by:
 Cookies and Chips
 Coffee, Tea, Water, and Soda
3:20 p.m. – 4:10 p.m.
Cash Management and Internal Controls
Misty Price, Deputy Treasurer of Cash Management
Julie Hefner-Ferrell, Cash Accounting Supervisor
Misty Price, Deputy Treasurer of Cash Management, is a graduate of
Marshall University with a Bachelor of Science in Business Administration.
She is a certified Public Accountant with more than 16 years of experience in
public and governmental accounting. Prior to joining the West Virginia State
Treasurer’s Office, she was employed as an auditor for Ernst & Young and a
Coordinator of School Finance for the WV Department of Education.
Julie serves as Supervisor of the State Treasurer’s Cash Accounting
Division. She graduated with a Bachelor of Arts from West Virginia
Wesleyan College and a Bachelor of Science from West Virginia State
University. Julie began working in state government as a Community
Development Specialist for the WV Aeronautics Commission in 2005 where
she managed the legislative grant monies for West Virginia public airports
and the Civil Air Patrol. She began working for the Cash Management
Division of the WV Treasurer’s Office in 2007. She currently oversees
collateral of both state accounts and outside bank accounts for state
agencies, cash handling procedures, bank reconciliations, and is
responsible for managing the Check Warehouse.
Agenda

This presentation will examine various components of cash management and
internal controls. Specifically, we will discuss the different departments, roles
and activities associated with the Cash Management Division of the WV State
Treasurer’s Office. We will also provide information regarding the
development and implementation of strong internal controls and how this can
affect the cash handling process. The relationship between effective cash
management and strong internal controls will be illustrated by reviewing the
WVSTO’s Cash Receipt’s Handbook and sharing examples of State agencies
which overcame cash handling challenges. The goal of this presentation is to
provide the audience with knowledge which can be used to promote a more
secure financial environment. Attendants will leave this presentation with a
better understanding of cash management and the importance of internal
controls
4:10 p.m. – 4:30 p.m.
Final Comments
Each session is approved by the WV Board of Accountancy
for a total of 8 CPE hours for the day.
Sternwheeler docked at Blennerhassett Island www.eg.bucknell.edu
Agenda

Becker Professional Education is a global leader in quality
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training with courses from introductory level all the way to
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training comprehensive review programs.
Services Provided:
Accounting & Finance:
U.S. CPA Exam Review, Continuing Professional Education
(CPE), ACCA, CIMA, Diploma in International Financing Reporting
(DipIFR)
Project Management:
PMP Exam Review, Continuing Education
HealthCare:
USMLE Exam Review, COMLEX Exam Review
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Information obtained and for more information visit:
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Sponsor

So what is AGA and why join?
Introduction:
AGA stands for The Association of Government Accountants and has over
15,000 members. AGA believes that its members are to be held to the highest
ethical principles and serve the public interest first and foremost. This
association offers a variety of ways to develop and network your career in the
government financial management industry regardless of whether it is local,
state, or federal level, as well as the private sector and academia.
History:
AGA was originally founded as the Federal Government Accountants
Association (FGAA) in 1950 by Robert W. King and a group of accountants.
In 1975 they expanded to include state and local government finance
professionals. The expansion created a need for the name to be changed and
the new name became the Association of Government Accountants (AGA).
AGA’s Mission:
AGA serves government accountability professionals by providing quality
education, fostering professional development and certification, and
supporting standards and research to advance government accountability.
Vision:
AGA is the premier association in advancing government accountability.
Goals and Objectives:
 Promote and advance accountability in government.
 Make the Certified Government Financial Manager (CGFM) the
preferred professional designation in the government accountability
community.
 Provide comprehensive education and research to meet the changing
needs of the government accountability profession.
 Provide members and customers with quality programs, products and
services.
Core Values:
• Service
• Accountability
• Integrity
• Leadership
AGA

Membership Benefits:
Education and networking opportunities for the AGA Chapters
Five annual national training events with member rates
Social networking on LinkedIn, Facebook and Twitter
Access to the online members' directory
Awards & Scholarship programs
Leadership & Volunteer opportunities at local and national level
Online Job Bank and Resume Database
Young Professionals program
Hundreds of Continuing Professional Education opportunities
Periodic complimentary webinars
Member discounts for online CPE opportunities
Certified Government Financial Manager (CGFM) program
Advocacy - AGA and its members provide valuable input to standards-setting
bodies and policy-makers on behalf of the government financial management
profession
Quarterly Journal of Government Financial Management
Topics weekly e-newsletter
Research Series & White Papers
Discount on CGFM renewal fees
Audio Conferences
For more information on how to become a member or more information on
AGA, please visit our table, website: www.movaga.org or the National AGA
website: www.agacgfm.org
MOVAGA contact: Teresa Bishop email: teresa.bishop@bpd.treas.gov
AGA

http://agacharlestonwv.org
The Charleston, WV AGA Chapter is one of three chapters in West Virginia.
WV State Capital located in Charleston, WV
www.airtranmagazine.com
The Beckley, WV AGA Chapter is one of three chapters in West Virginia.
Downtown Beckley, WV www.city-data.com
Sponsor

Fort Boreman Park overlooking downtown Parkersburg
www.virtualtourist.com
The city of Parkersburg was originally named Newport. In 1810 the name was
changed to Parkersburg and was later incorporated in 1820. Alexander
Parker donated the land for the court house and county building. During the
early 1800s, transportation began to shape and developed the Wood County
area. The use of the Ohio River, creation of the Northwestern Turnpike, the
Staunton-Parkersburg Turnpike, and the railroad gave the people easier
access to Parkersburg. Parkersburg is located in Wood County and it could
be called “The County of Governors” because no other West Virginia county
has produced more Governors. Parkersburg has been home to many
professional athletes, actors, authors, governors, and other influential people.
Arthur Boreman of Parkersburg was the first governor of West Virginia from
1863 to1869 and U.S. Senator from 1869 to 1875. Fort Boreman Park is
named after him. The location allows visitors to look out and view downtown
Parkersburg and the surrounding area. Steve Swisher, a former baseball
player for the St. Louis Cardinals, Pittsburgh Pirates, Chicago Cubs and San
Diego Padres, has come to call Parkersburg his home. Nick Swisher, the son
of Steve Swisher, graduated from Parkersburg High School and has gone on
to play for the Oakland A’s, Chicago White Sox, New York Yankees, and
currently plays for the Cleveland Indian’s. Earle Neale, a former professional
football player and baseball player, was also from Parkersburg.
In 1887 the Parkersburg Post Office was the first in the country to offer free
city mail delivery. The first real economic boom for the area came with the
drilling of oil and gas during the Civil War. The Parkersburg Rig & Reel
Company manufactured the equipment needed to for the petroleum
HistoryofParkersburg

producing centers throughout the world. Parkersburg was also home to the
largest shovel producing plant in the world, the Ames Company, which was
founded in the 1770s. The shovels were used to dig the trenches at Bunker
Hill. The soap called “Ivory” was first developed at Parkersburg’s Upson Oil &
Soap Works. Victor Bloede developed the adhesive that is put on postage
stamps while living in Parkersburg.
Harman Blennerhassett and his wife, Margaret, came to the island located on
the Ohio River which was later named the Blennerhassett Island. Margaret
was West Virginia’s first poet and brought a higher level of culture to the Mid-
Ohio Valley. Harman built a beautiful mansion on the island and, in 1811 it
accidentally burnt to the ground. In 1973 archaeologists discovered the
foundation. Through careful historical and architectural research, the mansion
has been recreated. Visitors can visit the island by taking a ride on an
authentic sternwheeler on the Ohio River. This is truly a remarkable
experience to take a step back in time and relive history. Located in downtown
Parkersburg is the Blennerhassett Hotel built in 1889 and is located on Market
Street.
Parkersburg is home to the nationally recognized Oil and Gas Museum
located on 3rd
Street. At the museum, the visitors can discover the birth of the
oil and gas industry. Julia-Ann Square Historic District has beautifully restored
19th
Century homes that have tea and garden tours annually. In honor of our
veterans, there is a Veteran’s Museum of the Mid-Ohio Valley that is located
on Avery Street in Parkersburg.
In 1957 the U.S. Treasury Department’s Bureau of the Public Debt was moved
to Parkersburg. Since the department’s movement here, Parkersburg has
been called “The Savings Bond Capital of America.” Every U.S. Savings Bond
bought or redeemed has passed through the Parkersburg office for
processing. The mission of the Bureau of the Public Debt is to borrow the
money needed to operate the federal government, account for the resulting
debt, and provide reimbursable support services to federal agencies. The
Bureau of the Public Debt is leading the way for responsible, effective
government through commitment to service, efficient operations, openness to
change, and values-based behavior.
The Bureau of the Public Debt’s Executive Board is excited about how clearly
the Vision captures who we are - effectively encompassing all of our programs
and business lines. In the coming months, look for additional information about
the Vision and how it will stand along-side our Mission and Values. The three
together describe what we do, and how and why we do it. The Bureau of the
Public Debt is the largest employer in Parkersburg employing over 2,000
people. The Bureau of the Public Debt is continually growing by combining
with the Fiscal Management Service to create the Bureau of the Fiscal
Service. In the future this will bring more employment opportunities to the
Parkersburg Area.

The city of Parkersburg’s population is currently 31,577 and is the third
largest city in the state of West Virginia. The Mid-Ohio Valley Multi-Cultural
Festival, Harvest Moon Festival, and WV State Honey Festival are held
annually at the City Park in Parkersburg. This is a wonderful way to
experience many types of cultures in our area. The Taste of Parkersburg is
held annually in downtown Parkersburg beside the Blennerhassett Hotel. This
event allows the community to experience local cuisine, wine, art, and music.
Parkersburg and the surrounding area is home to Dupont, Hino Motors,
Fenton Art Glass, GE, Holl’s Chocolates, and many other businesses that
make Parkersburg a unique place to live.
Blennerhassett Mansion located on Blennerhassett Island
www.virtualtourist.com

Exhibitors Booths
Morgan Franklin ............................................Table 1
Grant Thornton..............................................Table 2
Becker Professional Education ...................Table 3
MOV AGA Chapter ........................................Table 4
CliftonLarsonAllen ........................................Table 5
Charleston & Beckley AGA ..........................Table 6
New River Gorge in Fayetteville, WV
www.newrivergorgeclimbing.com
ExhibitorsBooths

March is CGFM Month
To recognize the Certified Government Financial Manager (CGFM) program and its
accomplishments, Association of Government Accountants (AGA) at the national level
has declared the month of March of each year as “CGFM Month”. The local Mid-Ohio
Valley AGA chapter is also declaring March 2013 as CGFM Month.
(From left to right, Mayor Robert Newell, Michelle Yanok and Teresa Miller)

The city of Parkersburg’s Mayor’s office and West Virginia’s Governor’s office have
issued MOV AGA a “CGFM Month Proclamation.” Representing the MOV AGA to
receive the proclamation from Mayor Newell was Michelle Yanok, President and Teresa
Miller, Member. Receiving the proclamation from Governor Tomblin was Michelle
Yanok, President, Teresa Miller, Stacy Wheeler and Beth Cordray, all members of the
MOV AGA. The CGFM certification represents excellence in the specific skills needed
for the broad area of government financial management and prepares government
financial managers to be accountability professionals.
(From left to right, Beth Cordray, Teresa Miller, Governor Tomblin,
Michelle Yanok, and Stacy Wheeler)

2013 West Virginia AGA Spring Training Sponsors

Upcoming AGA Events
 Leaders-Community Leaders
May 19, 2013
TBC Silo’s Upper Crusine
San Antonio, TX
 2013 Federal CIO-CFO Summit
June 6, 2013
Washington D.C. Convention Center
Washington, D.C.
 Federal Performance Management Training
June 18-19, 2013
Crystal Gateway Marriott
Arlington, VA
 CGFM Intense Review Course and Examinations
July 11-14, 2013
Dallas, TX
 2013 PDC: Big Challenges, Bigger Thinking
July 14-17, 2013
Dallas, TX
 Internal Control and Fraud Prevention Training Event
September 16-17, 2013
Ronald Reagan Building
Washington, D.C.

Hosted By:
Created by: Stacy Wheeler
Edited by: Beth Cordray, Resa Vavra, Michelle Yanok, William Wheeler, and Stacy Wheeler
Pictures: provided by various websites credit has been given under the picture
2013

BE AND INDIVIDUAL, LEADER, AND DO WHAT YOU BELIEVE IN
TAKE CHANCES AND DON'T BE AFRAID TO FALL
FREE TO LET GO
ORGANIZE & PRIORITIZE
MEDITATE , WORK OUT , AND RELAX
FAMILY
TRY SOMETHING NEW

3-5 Tools I use on a Daily Basis
1 Calendar- prioritize work , meetiings,meet deadlines
2-Visio (work flow software)- prioritize workflow and contacts
3. Microsoft Office- type, create macros for efficiency
4. email/texting/social media- communication with consumers, employers, employees
5. electronic devices (cell phone, tablet, etc)-create, maintain contact, increase efficiency

Stacy Wheeler Resume

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