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Goal #1: Increase membership and member services. Manager: Jan Keeling CPA
OBJECTIVE	RESPONSIBILITY	TASK(S)
Swearing In Ceremony	Julie Dale Nancy Foss Janet Hagy Tony Ross	Volunteer to serve as ushers and help with the Austin Chapter booth Investigate holding a recognition event for new swear-ins
Swearing In Ceremony	Staff: Linda Messing	Coordinate with the State Board the number of volunteers needed and secure those volunteers Gather needed materials for the attend Man the Austin Chapter booth at the event
Schedule Networking Events	David Crumbaugh Julie Dale Jesse Dominguez Christi Mondrik Tony Ross Bette Williams Chuck Zeugner	Increase networking opportunities to include a diverse group – younger, older, family, etc Investigate an inter-chapter outing with the Central Texas and/or San Antonio chapter Develop monthly/quarterly? Educational networking opportunities for specific areas of concentration – financial planning, family law, etc. Offer networking with other professions Replace the word ‘network’ with FUN
Schedule Networking Events	Staff: Kaira Tanwar	Send invitations to new members and new swear-ins specifically inviting them to the next chapter networking event Schedule/coordinate event details Promote events in weekly updates and the e-newsletter
Public Affairs Committee	Carol Boyd Manny Cavazos Penny Dear Nancy Foss Jesse Dominguez Gary McIntosh Jean Lein Laura Rice Joyce Smith Donna Wesling Bette Williams	Increase Austin CPA Chapter PAC funds – organize fundraiser/include info in e-newsletters Offer year-round giving opportunities Review local legislative candidates and decide on level of support (TSCPA provides information for committee review) Keep membership informed on advocacy efforts Increase PAC member participation by 25%
Public Affairs Committee	Staff: Diane Joiner	Assist in organizing a PAC Fundraiser Handle administrative duties associated with the Public Affairs Committee meetings and PAC check delivery
Increase participation at state and national level	Staff: Diane Joiner	Nominate Austin Chapter members to serve at the TSCPA and AICPA levels
Capitol Club Membership	David Crumbaugh Sheri DeSpain Janet Hagy	Evaluate program and recommend whether it should be continued.
Recognize Members at various milestones of membership….10, 20, 30, etc. years	Staff: Diane Joiner	Invite awardees to the September member meeting and recognize them with a pin
New Member Orientation	Connie Clark Guy Draper Gail Neely Dan Popejoy	Organize a new member networking event to welcome new members-quarterly? Secure new member benefits….affinity programs….for all members Profile a new member in each issue of the e-newsletter Recognize new members at meetings Implement member/new member buddy program
New Member Orientation	Staff: Diane Joiner Lucy Medrano	Send new member packets out monthly…includes cover letter from the chapter president and membership manager and information on chapter specific affinity programs
Plan & Implement a Member Recruitment/Retention Program	Jean Lein	Decide what part(s) of the TSCPA Recruitment Program the chapter will utilize Recruit volunteers for TSCPA Program Include articles/testimonials in e-newsletter about the benefits of membership Form task force to concentrate on recruitment B&I members Invite prospective members to next chapter event for free Achieve 3% membership growth Visit local firms to let management know of benefits of membership for their CPAs
Plan & Implement a Member Recruitment/Retention Program	Staff: Diane Joiner	Send emails to those on the drop list to let them know their membership is about to lapse
Plan & Implement Student/Candidate Membership Recruitment Program	Nancy Foss Rosie Morris Ira Siegel Diana Sullivan Chuck Zeugner	Appoint one student/candidate to the Oversight Council (Chuck Zeugner) Organize student job fair Produce resume book for small & medium firms to peruse Promote online forum – CPA/student/Candidate mentor program Work to include students/candidates in more activities at the chapter Ask students to write articles for the e-newsletters Profile a student/candidate member in e-newsletters
Plan & Implement Student/Candidate Membership Recruitment Program	Staff: Diane Joiner Kaira Tanwar	Organize student/CPA networking event Administrative duties associated with producing a résumé book and ensuring articles in the newsletter
Implement List Serve	Erin Anker	Develop list serve for use by Austin CPA Chapter members
Implement List Serve	Staff: Linda Messing	Assist in developing list serve for use by Austin Chapter members
Advertise Career Center and Referral Services to community	Carol Boyd Penny Dear Nancy Foss Janet Hagy Donna Wesling	Promote the chapter’s referral service in ads and via participation in community service events Promote referral service to area HR departments Offer incentive to small firms to join the Referral Service Expand Career Center for CPAs to ‘apply’ for not for profit board positions
Advertise Career Center and Referral Services to community	Staff: Linda Messing	Assist in determining most efficient and cost effective ways to advertise the referral service, career center and the profession.
Goal #2: Provide community involvement opportunities to members and promote the profession to various publics. Manager: Sheri DeSpain CPA
OBJECTIVE	RESPONSIBILITY	TASKS
Increase Volunteerism at the Chapter	Tony Ross Donna Wesling	Increase participation of members by 5% Investigate offering FREE CPE coupon for chapter volunteers (dependent on level of participation) Hold activities/meetings at different times (evenings/weekends)
Plan activities with neighboring chapters	David Crumbaugh Ron Wignall	Plan a networking event of community service opportunity with the Central Texas or San Antonio Chapters Continue participation in Ft. Worth Chapter’s Softball Tournament
Plan activities with neighboring chapters	Staff: Diane Joiner	Check to see if the Central Texas or San Antonio Chapters are interested in participating in an inter-chapter event Handle administrative duties for Austin CPA Weirdos to participate in the softball tourney in Ft. Worth
Financial Literacy Program	Katy Avenson Connie Clark Jeanette Cortinas Jesse Dominguez Nancy Foss Gail Neely Joyce Smith Diana Sullivan Chuck Zeugner	Continue to offer Non-Profit Board Training Offer Church specific Board training Investigate offering FL training to incoming college freshman Investigate offering High School parent training….FAFSA Work with teachers to offer FL information at all levels of education
Financial Literacy Program	Staff: Diane Joiner	Promote Financial Literacy offerings to the community Investigate and recommend community fairs for participation by the chapter
Public Relations/Advertising Plan	Carol Boyd Penny Dear Nancy Foss Janet Hagy Donna Wesling	Implement chapter advertising plan using TSCPA matching funds Promote CPA image and provide information about the profession to the public More emphasis on promoting the Referral Service
Public Relations/Advertising Plan	Staff: Linda Messing	Purchase CPAs COUNT! merchandise per the committee’s request Negotiate advertising contracts: Junior League, 5K walks, etc.
Career Awareness Program	Olga Maldonado Dan Popejoy Tony Ross	Provide volunteers to speak at schools about the profession Contact local PTOs for speaking opportunities
Career Awareness Program	Staff: Linda Messing	Coordinate requests for speakers at all levels of education
Austin Chapter Scholarships	Julie Dale Jan Keeling Dan Popejoy Tony Ross Diana Sullivan Ron Wignall Bette Williams	Make presentations at local universities to let students know of scholarship opportunity Promote scholarship application process Review and rank scholarship applications Award Scholarships Investigate awarding scholarship at an event important to the student – at their school? Consider scholarship renewal process. Consider Becker Review Course scholarship Investigate the establishment of an endowment
Austin Chapter Scholarships	Staff: Diane Joiner	Include scholarship information in the monthly e-newsletter, Weekly Updates and on the website Compile scholarship applications as they are received Invite Scholarship winners to January member meeting
Public Service/Community Involvement	Nancy Foss Ron Wignall Bette Williams	Expand Community Service Opportunities particularly those than can be offered without cost to the chapter Expand Community Service opportunities to include all areas of Austin…north, south, east and west Austin. Survey members to get a feel of the contacts and what kinds of activities do they want to participate in CPA Day at Dell Diamond Participate in SXSW or ACL Fest – events with local flavor Investigate re-establishing the Tax Advice Call-in Show (radio or TV); or column in local papers.
Public Service/Community Involvement	Staff: Kaira Tanwar	Publicize opportunity Publicize after the event to show CPAs at work in the community Publish Community Involvement Calendar with eye towards monthly recurring events – Food Bank shift
College Activities	Erin Anker Michele Heyman Tony Ross Diana Sullivan	Develop CPA-student mentoring program Offer speakers for university groups – talk about the profession, financial literacy, scholarships, etc. Investigate offering academic discounts on membership
College Activities	Staff: Diane Joiner	Ask student members to write articles for the e-newsletter Coordinate member visits to university clubs
Goal #3: Provide quality CPE/educational materials; identify & train new leaders. Manager: Michele Heyman CPA
OBJECTIVE	RESPONSIBILITY	TASKS
Regular CPE Programs	Erin Anker Connie Clark David Crumbaugh Jesse Dominguez guy Draper Nancy Foss Jan Keeling Tony Ross	Continue to offer a variety of CPE topics Secure speakers for Tax Conference/FREE CPE Expo/Sunrise CPE Investigate offering one-day Technology Program Investigate offering a one-day Controller’s Program Provide high impact, visible speakers quarterly – member meetings? (City manager, Peter Ziehan, school district supervisor, etc) Investigate offering evening and/or weekend CPE Increase Financial Literacy CPE offerings Offer Succession Planning CPE Investigate the use of online CPE or the use of podcasts to deliver CPE Investigate offering CPE Cruise (not Lake Travis; include other chapters) Provide more industry-specific CPE Provide more not-for-profit CPE Investigate bundling of CPE for discount Offer “Margarita Madness” CPE
Regular CPE Programs	Staff: Kaira Tanwar	Develop brochure/publicize earlier if possible Market to surrounding chapters Include membership application in brochures going to non-members
Offer Quickfinder and CCH Products/IFRS Guide	Staff: Diane Joiner	Continue to offer Quickfinder items at a discount Continue to offer CCH products at a discount Continue to order and re-sell Master Tax Guides at discount Expand discounted offers if possible; other vendors; other topics Advertise this member benefit more thoroughly
Leadership Development Program	Staff: Diane Joiner	Not being offered in the 2009-2010 Year Offer Leadership Development Alumni Event