PDT2022

1. The Path to the CGFM
Certification

2. What is CGFM?
Certified Government Financial Manager® (CGFM®)
is a professional certification awarded by AGA

3. What makes the CGFM unique?
 Specialized focus on government financial management
 Broad coverage of various aspects of financial management
at all levels of government

4. CGFM benefits
 Increased knowledge of government financial management
 Greater confidence on the job
 Better understanding of “big picture” of government
 Portable and tangible indicator of experience and knowledge
 Enhanced marketability throughout all levels of government
 Encourages employer incentives and continuing education
 Enhanced credibility, public confidence and employee value

5. CGFM: initial requirements
 Ethics – read and agree to abide by AGA’s Code of Ethics
 Education – have a bachelor’s degree from an accredited U.S.
college or university
 Examinations – pass three comprehensive CGFM examinations
 Experience – complete at least two years of professional-level
experience in U.S. government financial management
www.agacgfm.org/cgfm

6. Certification process
 Step 1—Read AGA's Code of Ethics
 Step 2—Apply for the CGFM program
 Step 3—Submit required degree documentation
 Step 4—Receive an eligibility letter
 Step 5—Prepare for the CGFM examinations
 Step 6—Schedule the CGFM examinations
 Step 7—Take and pass the CGFM examinations
 Step 8—Submit a work verification form
 Step 9—Receive CGFM award letter
 Step 10—Receive and display your CGFM certificate
www.agacgfm.org/cgfm/process

7. Preparing for examinations
 Start with exam content outlines
 www.agacgfm.org/cgfm/exams
 Preparation options
 Courses – CGFM live (virtual or in-person) and self-paced
 Self-study – study guides, practice exams and study
references
 Other options
www.agacgfm.org/cgfm/prepare

8. CGFM examinations
 Exam 1: Governmental Environment
 Exam 2: Governmental Accounting, Financial Reporting and
Budgeting
 Exam 3: Governmental Financial Management and Control
www.agacgfm.org/cgfm/exams

9. CGFM: requirements to maintain
 Ethics – continue to abide by AGA’s Code of Ethics
 Renewal – renew the designation annually by March 31
 Continuing education – complete 80 hours of applicable
continuing professional education (CPE) every two years
(including 4 hours in ethics per cycle) and provide
documentation to AGA upon request
www.agacgfm.org/cgfm/maintain

10. Enhance your marketability
 CGFM is the mark of professional excellence
 CGFM is transferrable across agencies and government
levels
Apply at www.agacgfm.org/cgfm/apply

11. How having the CGFM credential
has benefited your career?
Javier Machuca

12. State of
New Mexico
Proclamation

13. City of Albuquerque & City of Santa Fe Proclamations

14. County of Santa Fe
Proclamations

15. Congrats to our newest
New Mexico CGFM’s
 Theresa Marie Rogers Edwards, CGFM – February 2022
 Hyunji K. Choi, CGFM – January 2021

16. New Mexico CGFM’s
Ms. Kusum Adhikari, CGFM Mrs. Maria D. Fidalgo, CGFM Ms. Melissa Meyer, CGFM
Mr. Raul Joseph Anaya, CGFM, CPA Mr. Andrew J. Gallegos, CGFM Ms. Tracy R. Milman, CGFM
Mr. Anthony I. Armijo, CGFM Mrs. Nicole Gallegos, CGFM Mrs. Terese R. Montoya, CGFM
Ms. Jennifer N. Baca, CGFM, CFE Mr. Peter Gilmour, CGFM Mr. David V. Nunez, CGFM
Mr. Carl M. Baldwin, CGFM Mr. Phillip J. Gonzales, CGFM Dr. Omotayo B. Olubiyi, CGFM
Mr. Lee Adams Baldwin, CGFM Mr. Brian J. Grega, CGFM Ms. Georgie Ortiz, CGFM, CPA
Ms. Elyse Barnes, CGFM Mr. Joseph T. Griego, CGFM Mrs. Janet Pacheco-Morton, CGFM, CPA
Mr. Jimmy L. Barnes, CGFM Mrs. Kimberly Hallatt, CGFM Mrs. Alicia M. Pazienza, CGFM
Miss Leann M. Bell, CGFM Ms. Tamara L. Hanan, CGFM Ms. Kathleen I. Pinyan, CGFM, CPA
Mrs. Laura E. Beltran-Schmitz, CGFM
Mr. James Hartogensis, CGFM, CPA Ms. Heather J. R. Prudhomme, CGFM, CPA, CGMA
Mr. Sanjay Bhakta, CGFM Ms. Amy S. Haun, CGFM Mr. Ralen Randel, CGFM
Mr. Christopher Bitakis, CGFM Mrs. Cosmina L. Hays, CGFM Mrs. Kathleen R. Rayas, CGFM
Mr. Matthew Bone, CGFM Ms. Elda Rodriguez Hefner, CGFM Mr. Jonathan S. Rothweiler, CGFM
Mr. Jeffrey A. Brown, CGFM Mr. John H. Hosemann, CGFM Ms. Donna M. Sandoval, CGFM, CISA, CISM
Mrs. Karin Elizabeth Byrum, CGFM Ms. Maryam R. Hughes, CGFM Ms. Carol J. Santistevan, CGFM
Mr. Clarke Cagle, CGFM Ms. Marianne T. Kemp, CGFM, CPA Mrs. Misty L. Schuck, CGFM, CFE, CGMA, CPA
Mr. Jeffrey Canney, CGFM Ms. Lynette Renee Kennard, CGFM Mr. Brian T. Shelton, CGFM
Mr. Joshua T. Castellano-Gonzalez, CGFM
Ms. Janet K. Langston Schoen, CGFM Ms. Melissa Dawn Spangler, CGFM
Mr. James Walter Chadburn, CGFM, CPA
Mrs. Sarah M. Lee, CGFM Mr. John Christian Stice, CGFM
Hyunji K. Choi, CGFM Mr. Vince Lithgow, III, CGFM Mrs. Elena M. Tercero, CGFM, CPA
Mr. David T. Craig, CGFM Ms. Desiree L. Lopez, CGFM Mr. Bradley T. Thompson, CGFM
Mr. Martin Desautels, CGFM Mr. Javier Machuca, CGFM, CPA Mr. Daniel O. Trujillo, CGFM,CPA, CFE
Mr. Dominic Donio, CGFM Mr. Bryan M. Maestas, CGFM Mr. Joshua Trujillo, CGFM,CPA
Mrs. Rosita Duran, CGFM Ms. Leslie A. Martin, CGFM Mr. Michael J. Vigil, II, CGFM
Mr. Luis R. Eres, CGFM Ms. Cecilia M. Martinez, CGFM Mr. Gregory J. Viola, II, CGFM
Ms. Breann K. Etuk, CGFM Mr. Martin E. Mathisen, CGFM Mr. Robert K. Westervelt, CGFM, CPA, CFE
Ms. Pamela Fanelli, CGFM Mr. Mark S. Melhoff, Jr., CGFM Ms. Stephanie M. Yara, CGFM, CPA

17. Study Guides available for
Chapter Members
See your Chapter CGFM Chair for details…

18. You Pass, We Pay Program
See your Chapter CGFM Chair for details…

19. For more information
Jennifer Baca, CGFM, CFE
ABQ Chapter CGFM Chair
JenniferN.Baca@state.nm.us
Kusum Adhikari, CGFM
NM Chapter CGFM Chair
kusum.adhikari@osa.state.nm.us
Javier Machuca, CGFM, CPA
Principal- Machuca Accounting + Consulting
Javier@machucacpa.com