Friday, October 15, 2021

Auditors' Association Fall, 2021 Conference!

 Our fall, 2021 state-called conference is right around the corner! County auditors, deputies, state officials and vendors will convene at the Sheraton Indianapolis at Keystone Crossing beginning Oct. 19 for a week full of educational trainings and activities.

For the conference agenda, click here: Conference Agenda

For the training handouts, see the State Board of Accounts' website (under "Presentations and Training Materials") or click on this link:  Handouts 

The AIC Institute Class on Tuesday, Oct. 19 will be on Cybersecurity. To register for the class, click here:  AIC

To submit a question in advance for the State Board of Accounts, click here: SBOA Q & A

Here is the general agenda for the week:

Tuesday, Oct. 19

Noon: Auditor Association's registration opens. Vendor set-up opens.

1 p.m.: AIC Institute Class (registration begins at 12:30 p.m.)

Evening activity: Vendor Night

Mardi Gras Hospitality Suite

Wednesday, Oct. 20

7 a.m. to 9 a.m.: Breakfast

Vendor booths open

8 a.m.: Auditor Association registration table opens.

9 a.m.: All-day training, with lunch and afternoon breaks

Evening activity: Auditor Association Game Night

Hawaiian Hospitality Suite

Thursday, Oct. 21

7 to 9 a.m.: Breakfast 

Vendor booths open

8 a.m.: Auditor Association registration table opens.

9 a.m.: All-day training, with lunch and afternoon breaks

Evening activity: Auditor Association Barnyard Dinner-Dance-Costume Contest  (Come dressed in barnyard attire! Costume contest for farmers/cowboy/cowgirl, farm animals, scarecrows)

Friday, Oct. 22

7 to 9 a.m.: Breakfast

9 a.m.: SBOA Question and Answer session  

Association District Break-Out meetings

Auditor Association Annual Business Meeting 

  Agenda topics will include: Election of 2022 District Chairs and 2022 Association Officers

Tuesday, October 5, 2021

AIC Annual Conference, 2021

The 2021 Association of Indiana Counties' annual fall conference was held the week of September 20 at the Belterra Resort in Switzerland County.

The Indiana County Auditors' Association held a well-attended affiliate meeting that included legislative updates, a vote on our 2022 Legislative Platform, and various presentations. A number of county auditors also received recognition for their graduation in the AIC's Institute of Excellence programs.

Below are some photos of our week at the AIC conference.

County auditors attend the ICAA affiliate meeting.

Ricci Hofherr and Lori Rogers of the State Board of Accounts speak at the affiliate meeting.


Also addressing the affiliate meeting were State Examiner Paul Joyce and Deputy State Examiners Tammy White and Michael Bozymski.



Auditors at the affiliate meeting.



Mark Palmer, ICAA lobbyist, presents an overview of the upcoming legislative session.

Auditor of State Tera Klutz gives a presentation on tax abstracts, settlements and more.





Also addressing the affiliate meeting were representatives of the AIC: Executive Director David Bottorff, 2021 AIC Board President Ken Paust, and incoming AIC Board President Kent Ward.


AIC Executive Director David Bottorff

Congratulations to all the county auditors who earned certificates for their work in the AIC Institute of Excellence program! Shown here are graduates (back row, left to right) Tessia Salsman of Jennings County, Sandy Morton of Debois County, Mary Brown of Miami County, Jennifer Flater of Clay County, Julia Reeves of Brown County, (front row) Bobbie Abel of Martin County, Colleen Chambers of Fountain County, Patty Pickens of Elkhart County, Amy Hochstrasser of Ohio County, and Lisa McCormick of Wells County.

Indiana County Auditors' Association 2021 officers: Secretary Rachel Oesterreich of Starke County, Vice-President Debbie Stevens of Warrick County, President-Elect Jennifer Flater of Clay County, President Vicki Urbanik of Porter County, and Treasurer Christina Sriver of Fulton County.

AIC President Ken Paust presents the 2021 Outstanding County Auditor award to ICAA President Vicki Urbanik, Porter County Auditor.
 

Thursday, September 2, 2021

Fall 2021 Annual Conference

Registration for our fall, 2021 State Board of Accounts-called conference is now open! 

This year's conference will be held the week of Oct. 19-22 at the Sheraton at Keystone Crossing, Indianapolis. 

For the SBOA Call Letter, click here: Fall 2021 Auditors Call Letter.pdf

For the conference agenda, click here: Agenda.pdf

Important Deadlines: The deadline to reserve a room at the Sheraton is Sept. 24. The deadline to register for the conference at the discounted price is Oct. 5.

To register for the conference, click on the following:

Auditor Registration Form

Vendor Registration Form

All hotel room reservations must be made online. To reserve a room, click on the following link:

Book your group rate for Indiana Auditors Association Conference 2021

***Reminder: Don't forget your sales tax certificate when checking into the hotel***

Our conference week will kick off with an AIC Institute Class on Tuesday, Oct. 19 at 1 p.m. The topic will be Cybersecurity. You will need to register separately with the AIC if you plan to attend this class. 

The SBOA will post presentation materials  ahead of time for you to print and bring to conference. 

You may submit questions in advance for  Friday's Q&A session. Please use this link to submit an advance question to the State Board of Accounts:  https://forms.office.com/g/fUWiqUcsc3

Here is the general agenda for the week (to be updated as more details are finalized):

Tuesday, Oct. 19

Noon: Auditor Association registration opens.

1 p.m.: AIC Institute Class

Evening activity: Vendor Night

Wednesday, Oct. 20

Breakfast

Vendor booths open

8 a.m.: Auditor Association registration table opens.

9 a.m.: All-day training, with lunch break

Evening activity: Auditor Association Game Night

Thursday, Oct. 21

Breakfast 

Vendor booths open

8 a.m.: Auditor Association registration table opens.

9 a.m.: All-day training, with lunch break

Evening activity: Auditor Association Dinner-Dance-Costume Contest  

Friday, Oct. 22

Breakfast

9 a.m.: SBOA Question and Answer session. To submit questions in advance, use this link: https://forms.office.com/g/fUWiqUcsc3

Auditor Association Annual Business Meeting 

  Agenda topics will include: Election of 2022 District Chairs and 2022 Association Officers

Adjournment

 


Monday, July 19, 2021

Auditors' 2021 North-South Conference


The Indiana County Auditors' Association held its 2021 North-South Conference on July 13 in Brown County and July 15 in Marshall County. We had a mix of speakers -- some were from county auditor offices and others were from governmental agencies or the private sector. Topics included the American Rescue Plan Act, human resources, county highway departments, Excel tips, and legislative priorities.  Attendance totaled nearly 200 over the two days.   

Thank you so much to everyone --  auditors and deputies, vendors, and guest speakers -- who attended our event, making it a successful learning and networking experience. You can access the presentations with the following links:

"Communication Between Highway and Auditors' Offices" -- Rachel Oesterreich, Starke County Auditor  

"Excel Tips" -- Tiffany Johnson, Porter County Budget and Finance Director
 
"Human Resource Topics" -- Jeremy York, Society for Human Resources Management (South Conference)

"Human Resource Topics" -- Kent Irwin, Waggoner, Irwin, Scheele & Associates (North conference)

"American Rescue Plan Fiscal Recovery Funds" -- Heidi Amspaugh, BakerTilly


"Coronavirus State and Local Fiscal Recovery Funds Compliance and Reporting Guidance" -- Matthew Aks and Mark Bussow, senior advisors with the Treasury's Office of Recovery Programs (North conference)

"Oversight of the Federal Pandemic Response" -- Lisa Reijula, Associate Director of Outreach and Engagement, Pandemic Response Accountability Committee (North Conference)

"Government Finance Officers Association Revenue Replacement Calculator" -- Emily Brock, GFOA Director-Federal Liaison (South Conference)
 
(County auditors were emailed information on how to access the last three presentations. Contact Vicki Urbanik at vurbanik@porterco.org for more information).



Here are some scenes of our 2021 North-South conference.

 

Shown here is our South session, held at the Seasons Lodge in Nashville, Ind. Our North session was held at Swan Lake Resort in Plymouth, Ind.

 Jeremy York, representing the Society for Human Resources Management, was our HR speaker at the South conference.
 HR speaker at the North conference was Kent Irwin, of Waggoner, Irwin, Scheele & Associates.


 

The Pandemic Response Accountability Committee (PRAC) is a federal oversight agency of COVID-19 funding. Lisa Reijula, Associate Director of Outreach and Engagement at PRAC, presented at the North session on PRAC's work in tracking and reporting on COVID-19 spending. She is shown in the above photo being introduced by Association President Vicki Urbanik.



A live Zoom presentation with U.S. Treasury advisors was part of our American Rescue Plan Act segment at the North session. Matthew Aks and Mark Bussow, senior advisors with the Treasury's Office of Recovery Programs, gave auditors an update and overview of the Coronavirus State and Local  Fiscal Recovery Funds.


Heidi Amsbaugh, a director with Baker Tilly, presented at both sessions on the American Rescue Plan. She is shown here discussing premium pay, one of the eligible uses of the Fiscal Recovery Funds.


Another eligible use of the Fiscal Recovery Funds is replacement of lost revenue. The Government Finance Officers Association (GFOA) has developed a revenue replacement calculator that can be used by counties and other entities in calculating their funding losses. The GFOA prepared a video for our North-South sessions that outlined their calculator as well as compliance and reporting requirements.

David Bottorff, executive director of the Association of Indiana Counties, spoke at the North session about an AIC project to collect data from counties on how they are using their ARPA revenues. Dustin Renner, AIC's Deputy Legislative Director, joined us at the South session.


Starke County Auditor Rachel Oesterreich, ICAA Secretary, presented at both sessions on "Communication between County Auditors and County Highway Departments." 


Porter County Budget and Finance Director Tiffany Johnson presented at both sessions on "Excel Tips."

Also joining us at both sessions -- via a Zoom meeting -- was Allen County Auditor Nick Jordan, co-chair of the ICAA's Legislative Committee. Nick presented on our draft 2022 Legislative Platform that he and other committee members have prepared.



Indiana County Auditors' Association 2021 Board members  (left to right): Treasurer Christina Sriver (in above photo); President-Elect Jennifer Flater (both photos); President Vicki Urbanik (both photos); Vice-President Debbie Stevens (in photo at right); Secretary Rachel Oesterreich (both photos); and Past-President Julie Fox (both photos). 













 

Thursday, June 10, 2021

Summer 2021 North-South Trainings Set


The Indiana County Auditors' Association is pleased to announce the return of our summer North-South training sessions. Our 2021 meetings will be:

  • South: Tuesday, July 13, The Seasons Lodge, Nashville, Ind.
  • North: Thursday, July 15, Swan Lake Resort, Plymouth, Ind.
Presentations will include:

  • American Rescue Plan Act and the Local Fiscal Recovery Fund: Eligible expenses, oversight, calculating revenue reductions
  • Human Resources 
  • Communication between County Highway Departments and County Auditors
  • Excel Tips
  • Auditors' 2022 Legislative Priorities
Click on the following for the agenda (updated as of June 30, 2021): North-South Agenda

Check-in will begin at 8:30 a.m. Eastern time, with presentations starting at 9 a.m. There is no cost to attend for County Auditors and deputies. Lunch is also complimentary.

Vendors are also invited. Tables will be provided upon request for vendor associate members who wish to set up an informational display.

Advance registration is required by July 6 for all attendees. 

Click on the following for the registration form for Auditors: Auditor 2021 North-South Registration Form

Click on the following for the registration form for Vendors:  Vendor 2021 North-South Registration Form


Return your registration form by July 6 to ICAA Treasurer Christina Sriver at: auditor@co.fulton.in.us  



We're pleased to offer our North-South meetings again, after canceling last year due to COVID-19.

We hope to see you all in July!


Wednesday, April 7, 2021

Mark Your Calendars: Upcoming Training


Spring 2021 Quadrant Conference Underway!

The State Board of Accounts-called spring 2021 Auditors' conference is now underway.

Following the Part I virtual session, the in-person quadrant meetings will be held on the following dates and locations: 

Northwest Quadrant: Wednesday, May 19, Marshall County Building, Plymouth 

Northeast Quadrant: Thursday, May 20, Hamilton County Fairgrounds, Noblesville

Southwest Quadrant: Tuesday, May 25, Gasthof Amish Village, Montgomery

Southeast Quadrant: Wednesday, May 26, Mid-America Science Park, Scottsburg

All sessions will begin with registration at 8 a.m. Eastern time, with the training to begin at 9 a.m.

The SBOA has assigned each county to a specific meeting site. Please check the "2021 Quad Call Letter" that was emailed on Friday, April 16 for your designated site. If you cannot attend your assigned site, email counties@sboa.in.gov.

All locations are limited in the number of attendees. Each in-person meeting is limited to one person from each county auditor office. Social distancing will be practiced at each site. Attendees are urged to take proper safety precautions, including bringing hand sanitizer and wearing a mask. 

More information is available in the Call Letter and Agendas:




The materials presented at the May 11 virtual session are posted on the SBOA website and at the links below:



Auditors' Spring Conference Part I: Lori Rogers and Ricci Hofherr give a virtual presentation.



Friday, March 19, 2021

American Rescue Plan Act of 2021

 The $1.9 trillion American Rescue Plan Act was signed into law by President Biden on March 11, 2021. Among its many provisions, the Act establishes the Coronavirus State and Local Fiscal Recovery Fund, which includes $65.1 billion to counties.

 On Friday, March 19, AIC Executive Director David Bottorff and State Board of Accounts County Supervisor Lori Rogers hosted a live-streamed presentation about the ARP. To watch the video, click here: AIC and SBOA Discussion on ARP  

Here are some highlights, followed by links to several resources:

--Counties will have through the end of 2024 to spend their allocations.

AIC and SBOA presentation on the ARP
--County Commissioners will need to adopt an ordinance establishing the county's ARP funds. All expenditures out of the ARP funds must be appropriated by the County Council. The expenditures will follow the normal claims process.

--It will be important for County Commissioners and Councils to work together to think strategically and develop a long-term plan for use of the money.

--It will be crucial for counties to develop strong internal controls over the expenditures.


--The local ordinance should list allowable uses of the ARP funds and reference the county's plan. The ordinance and plan can be amended as needed.

--At this time, Treasury is working on guidance. It is possible that the U.S. Congress or Treasury may amend the guidance in the future.

--The first distribution of funds is expected in early May, 2021. The second distribution will occur in 2022.

Resources:

The National Association of Counties has a COVID-19 Recovery Clearinghouse page that includes the latest updates on the American Rescue Plan and county-by-county allocations.

For the SBOA Directive applicable to counties, cities, and towns that addresses accounting for the ARP funds, click here: State Examiner Directive 2021-1

For the SBOA March 18, 2021 memorandum that addresses accounting processes for the ARP, click here: March 18, 2021 Memorandum




Tuesday, January 26, 2021

Membership Dues Time!

 Dear Auditors and Associate Members,

It's that time of year again -- time to renew your membership in the Indiana County Auditors' Association.

County auditors recently received an email with the 2021 membership letter. The letter can be accessed on the "Association Business" tab or by clicking on the following link: 2021 Auditor Membership Letter.

Associate memberships are also now open for 2021. The letter for vendors to join as Associate members is also on the Association Business page or by clicking here: 2021 Vendor Membership Letter

Membership dues should be mailed to the 2021 Treasurer at the following address: Christina Sriver, Fulton County Auditor, 125 E. 9th St., Rochester, IN 46975

Thank you auditors and vendors for your ongoing support of the Indiana County Auditors' Association!

Saturday, January 2, 2021

Welcome to a new year!

Dear County Auditors,
 
Happy New Year!

As we are filled with the hope and promise that a new year brings, let’s briefly reflect on the very difficult year just concluded.

The coronavirus health crisis may have impacted us in different ways personally. But as county auditors, we collectively shared similar challenges.

While our offices were shut down and staff were remote working or out sick, we often had to do more with less. We had to carry out our  responsibilities under new pressures and revised procedures. We were given a significant new role with our county’s CARES Act federal grants. We had to master the art of teleconference meetings. We had to be flexible and compromise and expect the unexpected --  all the while making payroll, issuing tax bills, finishing settlement, certifying net AVS, preparing budgets, handling a rise in re-financings, and everything in between. 

What a year it was to be a county auditor!

We survived. And we gained new insights!

As we begin 2021, join me in wishing a very heartfelt farewell to the out-going county auditors. You have served your constituents with dedication and professionalism, and we will miss you. Good luck to you all in your new endeavors.

Join me also in welcoming the 13 newly elected auditors. We are eager to get to know you and support you.

Personally, I am excited to see what new opportunities await in 2021 to help us all serve the taxpayers effectively and efficiently. Our hope as an Association is to have a full agenda this year. We have much to do, and much to learn from each other. Together, we will be well prepared to carry out our Association's mission:

“To provide the highest standard of excellence in assisting
and representing County Auditors of the State of Indiana”
 
Onward to a new and fantastic year!

Stay healthy,


   
   Vicki Urbanik
    Porter County Auditor
    2021 Auditors' Association President