| Goal
#1: Increase membership and member involvement. |
| Objective |
Task
Force |
Staff |
Comments |
| Leadership
Development Program |
Jan
Keeling |
Diane
Joiner |
New
class will form in the Fall of 2008 (not in this fiscal
year). However, it has been suggested that we have a get-together
for past graduates, possibly offering a leadership-type
CPE and networking. We want to keep the graduates involved. |
| Swearing
In Ceremony |
Jan
Keeling |
Linda
Messing |
Provide
members to serve as ushers and man the Austin CPA chapter
booth at the event July 7, 2007 Palmer Auditorium. |
| Schedule
Networking Events: New Member Receptions, Happy Hour,
Future CPA Activities |
Nancy
Foss |
Kaira
Tanwar |
Continue
to offer and increase opportunities. Continue to send
invitations to new members and new Swear-Ins inviting
them to the next networking event. Offer family-oriented
events like a picnic. |
| Increase
participation at state and national level: Set up nominating
committee to submit potential members for TSCPA and AICPA
committees. |
|
Diane
Joiner |
Continue
to nominate Austin Chapter members for positions on TSCPA
and AICPA committees/task forces. Compile information
on available positions, what the time and cost commitment
would be and ask for volunteers. Ask current volunteers
to write articles about their experiences serving on committees.
Invite AICPA rep to speak at joint EB/OC meeting in June
so members have a better understanding of the time commitment
and opportunities available with AICPA committees. |
| Continue
to promote Capitol Club Membership |
Diana
Sullivan |
Diane
Joiner |
Expand
and promote Capitol Club memberships via newsletter and
announcements at Chapter events. |
| Recognize
members at various milestones of membership ... 10, 20,
30, 40 years. |
Diana
Sullivan |
Diane
Joiner |
Invite
awardees to September all-member meeting to receive lapel
pin recognizing their long-term membership in the Chapter. |
| New
Member Orientation: mail new member packet within one month
of registration; personal contact by an existing member
within two weeks of mailing the packet |
Janet
Hagy, Terry Newman |
Diane
Joiner and Lucy Medrano |
Packet
is being updated as new benefits are secured. Need calling
committee to personally call new members every month.
Try to hold a new member reception quarterly, maybe combined
with another networking event. Email from president welcoming
members and inviting them to next networking event. Profile
a new member in each issue of the newsletter. Invite new
members to attend the next all-member meeting for free
- recognize them and give them their membership certificate
at the meeting. |
| Plan
and implement member recruitment program: recruit volunteers
for TSCPA program; letter to previous members detailing
advantages of joining; identify and contact inactive members;
assign task force and spotlight members in newsletters |
Terry
Newman |
Diane
Joiner |
Organize
a call night and invite prospective members to our next
networking event; mail letters to former/potential members
when contact information is provided. Chapter president
to send emails to all non-renewing members to ascertain
why they didn't renew their membership; participate in
TSCPA's membership program for fall. Have 'testimonials'
written by members to include in Chapter newsletter in
the Spring when dues renewal notices are sent. Goal is
to recruit 50 new members in the 2006-07 year (3% increase).
Send Thank You's to employers. Visit 10 local firms and
give 15 minute presentation re: TSCPA membership and benefits. |
| Plan
and implement a Student Member recruitment plan |
Dan
Popejoy |
Diane
Joiner |
Online
forum offered to student/candidate members. Podcasts;
Work to include students in more activities at the chapter…..community
service events, networking events. Have students
write articles for the chapter's newsletter. Organize
event where Students and experienced CPAs can network. |
| CPAs
on Call |
|
Linda
Messing |
Provide
CPAs to answer tax questions at call-in shows as requested |
| |
| Goal
#2: Enhance, expand and promote member services. |
| Objective |
Task
Force |
Staff |
Comments |
| Expand
Chapter office |
Jesse
Dominguez, John Pearce, Michelle Heyman, Nancy Foss |
Diane
Joiner |
Enlarge
office space to allow more room for CPE attendees during
breaks. |
| Provide
a limited amount of FREE CPE to members |
Diana
Sullivan |
Kaira
Tanwar |
Continue
offering Free CPE. Gear some FREE CPE to student members
and new CPAs. Possibly add a 1-hour program on the benefits
of CCFL. |
| Provide
services to satellite locations: continue Round Rock CPE
opportunities; add south location; contact members in surrounding
communities to help organize events. |
Christi
Mondrik |
Kaira
Tanwar |
Continue
offering CPE at Round Rock/Georgetown location and add
offerings in South Austin/San Marcos. Analyze member zip
codes to be sure we're offering CPE at convenient locations. Continue
to market CPE offerings to other chapters, advertise on
website, brochures and newsletter. |
| Advertise
Career Center and Referral Services to business community. |
John
Pearce |
Linda
Messing |
Promote
referral service in ads placed by Austin Chapter; promote
to HR departments; referral service is highlighted in
SWB yellow pages ad, in the Austin Relocation Guide and
in ESPN radio ads during March Madness. "Advertise"
the referral service to members as a member benefit -
get testimonials from current CPAs in the service. Offer
incentive to small firms to join the referral service;
collect statistics on number of referral calls & clients
received |
| Public
Relations/Advertising plan |
Janet
Hagy |
Linda
Messing |
Implement
advertising plan using TSCPA matching funds. Promote CPA
image and provide information to the public. Purchase
additional CPAs COUNT merchandise. |
| Regular
CPE Programs |
Christi
Mondrik |
Kaira
Tanwar |
Continue
to offer a variety of CPE classes including the Tax Conference
in the Fall. Publicize offerings earlier. Offer one-day
CPE Expo when TSCPA not offering theirs in Austin. Market
to surrounding small chapters. Continue printed CPE catalog
AND include membership application in those sent to non-members.
Investigate offering a one-day Technology Program. |
| Offer
Quickfinder along with Master Tax Guides |
|
Diane
Joiner |
Continue
to offer Quickfinder items at a discount. CCH also offers
a discount on their items (in addition to the Master Tax
Guides). |
| |
| Goal
#3: Promote visibility/image enhancement of the profession. |
| Objective |
Task
Force |
Staff |
Comments |
| Redesign
website; more user friendly. |
Nancy
Foss |
Linda
Messing |
Continue
to include Referral Service, career center, calendar,
membership info (benefits), newsletter, resources links |
| Market
promotional items at Chapter events, CPE, on website, in
newsletter, etc. |
Janet
Hagy |
Linda
Messing |
Provide
items at Swearing In Ceremony and Chapter events. |
| Financial
Literacy Program |
Christi
Mondrik, Erin Anker |
Diane
Joiner and Linda Messing |
Continue
moving forward with financial literacy initiatives (1)
train the trainers; (2) offer training nonprofit boards
(3) present info to community (schools/minorities, etc)
(4) Military. Partner with TSCPA, AICPA and TEA for
this initiative. |
| Career
Awareness: follow up on TSCPA ACE mailing; coordinate CPA
presentations and maximize presence in schools. |
|
Linda
Messing |
Incorporate
Financial Literacy messages into current Career Awareness
program. Currently have approximately 120 CPA members
available to speak. Contact local schools' PTOs for speaking
opportunities. |
| Public
Affairs Committee |
Gary
McIntosh, Manny Cavazos, Bette Williams, Penny Dear, Joyce
Smith, Carol Boyd, Jean Lein, Nancy Foss |
Diane
Joiner |
Increase
funding for PAC and strengthen relations with political
leaders. Include more information in the newsletter
regarding the PAC; ask TSCPA for brochure for distribution. Offer
year-round giving opportunities. Encourage contributions
via dues check-off; keep membership informed on advocacy
efforts, protection of certificate. |
| Public
Service: organize task force, identify causes/organizations;
implement involvement process |
Nancy
Foss, Erin Anker |
Kaira
Tanwar |
Expand
community service opportunities; publicize activities
for participation and after event to illustrate CPAs in
the community; survey members to get a feel for their
contacts and interests and then decide which events to
participate in. |
| Austin
Chapter Scholarships |
Dan
Popejoy, Ron Wignall, Bette Williams, Donna Wesling, Terry
Newman, Sheri DeSpain |
Linda
Messing
and Kaira Tanwar |
Accounting
Scholarship Task Force to determine distribution of scholarship
money. Increase funds by 50%. Increasing scholarship amounts
for 2007-08. Make presentations at local universities
informing students of scholarship opportunity. Include
info on website and in newsletter. |
| College
activities |
Donna
Wesling, Terry Newman, Penny Dear |
Linda
Messing |
Need
volunteers to enhance current program. Offer a business-student
mentoring program. Continue to offer speakers at student
groups on campus in conjunction with presentations about
the Chapter's scholarship offerings. Ask students to write
newsletter articles. |
