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SCACPA 2010 Membership Orientation
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  • SCACPA 2010 Membership Update www.scacpa.org | (888) 557-4814 or (803) 791-4181
  • Learning Ladder IF they have staff that have been there 1-2 years and focus area is tax, Reva can share with them the types of seminars those people need to have. If we have it, if there are 10 people or where else to get it Level I (new staff), II (management track) and III (partners, advanced tracks) SCACPA 2010 Membership Update www.scacpa.org | (888) 557-4814 or (803) 791-4181

SCACPA 2010 Membership Orientation Presentation Transcript

  • 1. SCACPA 2010 Membership Update & Orientation Erin Hardwick, CAE, Executive Director Reva Brennan, MPA, CAE, IOM, Associate Director Katherine Swartz, CAE, Member Services Director
  • 2. Associations-Coming Together to Produce Positive Results
    • Banded together for a specific purpose
    • A sense of community coordination – the heart of the association profession
    • First associations firmed as guilds in the 1830’s – a trend unique to our country and growing in popularity internationally
    • 1.8 million associations, including ASAE, the association for associations!
    • 200 million hours of volunteer hours logged by associations each year!
  • 3. We’re Building a Stronger Economy
    • Workforce education
    • Expert points of view
    • Enriched public policy
    • Innovative business practices
    • Spirit of community service
  • 4. About SCACPA
    • State affiliate of AICPA
    • Founded in 1915
    • Governed by a 20 member voluntary Board of Directors
    • Eight local chapters
    • 30 guiding committees and task forces
    • 3,900 members, including CPAs, candidates, professional affiliates, educators and students
    • 8.5 professional staff members
  • 5. Our Mission
    • The mission of the South Carolina Association of CPAs is to support all CPAs – whether in public practice, industry, government or education – with lifelong learning opportunities necessary for their success, the promotion of high ethical standards and legislative advocacy for both the public good and for the profession.
  • 6. What’s in it for me and my firm?
    • Advocacy: your “eyes and ears”
    • Certification and Licensing: Direct connection to LLR
    • Communications: Web site, CPA Report, Current Assets
    • Education
    • Standards and Performance: Peer Review
    • Information, research and statistics
    • Forum (face to face or virtual) to discuss common problems and solutions
    • Service/mission focus: volunteerism and community service
    • A community, network, “home,” opportunity to participate
  • 7. Legislative Updates
    • Practice Mobility: NC recently passed
    • Federal/State Tax Conformity (2010)
    • LLR Restructure (2010)
    • FTC Red Flag Rule: http://www.ftc.gov/redflagsrule
    • CPA Day at the State House: April 28, 2010
    • CPA-PAC and statewide elections
    • Key Person Contact Program
  • 8. CPE Updates
    • 2010 Conferences
    • Not-For-Profit Conference April 29
    • Audits of Benefit Plans Conference May 20
    • Trusted Advisor Workshop May 21
    • Government Conference May 27
    • Technology Conference July 20
    • Litigation Conference September 16
    • Industry Conference October 14-15
    • Personal Financial Planning Conference October 19
    • Emerging Leaders Conference October 21-22
    • Women in Leadership Conference October 28
    • Tax Conference & Annual Summit November 11-12
    • Hot Topics Conference December 1
    • Accounting & Auditing Conference December 9-10
    • Accounting Educators’ Forum December 10
  • 9. CPE Updates (continued)
    • NC Ethics if also certified in NC:
    • Back by Popular Demand: Trusted Advisor Workshop - Co-sponsored with CPA2Biz/AICPA
    • CPA Summit & Member Meeting, combined with Annual Tax Conference
    • Customized Training: Tax, A&A, Government & Non-Profit, and Management Tracks
    • Career Transition Series
    • Learning Ladder
  • 10. What Happened in 2009
    • 2009 Annual Report
    • NEW: Financial Literacy Campaign: Project GED
    • NEW: Expansion of SCACPA Headquarters
    • NEW Web site
    • Professional Issues Update Series: Expanded to nine cities
    • Educational Fund/Scholarships: $19,000 awarded
    • NEW: Firm Administrators Appreciation Breakfasts in partnership with Accounting Administrators Association (AAA)
    • NEW: Social Media Connections on Facebook, LinkedIn and Twitter
  • 11. SCACPA 2009 Board Five Bold Steps
    • Financial Literacy
    • CPE Innovation: Making CPE efficient, effective; taking into consideration the delivery method, cost and content.
    • Infrastructure: Headquarters Renovation/Expansion & Web site
    • Young CPAs Leadership Cabinet: 25 of the states’ brightest young CPAs
    • BEGIN: Business, Education, Government, Industry and Non-profit Focus Programs
  • 12. Bold Steps Added for 2010
    • Sustainability Initiative
    • Membership Relevancy Focus: Staying relevant and increasing perceived value.
    • Creating a Voice in Policy – Legislative, Regulatory and Standard Setting: Becoming more proactive in standard-setting, regulation writing and law creation.
    • Human Capital: Maintaining and strengthening SCACPA staff
  • 13.  
  • 14. Get involved and maximize your investment
    • Join the Financial Literacy campaign
    • Local Chapter Events and Seminars
    • Support the CPA-PAC and Educational Fund
    • Be a Key Person Connection
    • Participate in events like CPA Day at the State House and the Annual Summit
    • Refer a member, be it a CPA, CPA candidate, professional affiliate or student
    • Get to know your staff
  • 15. Meet Your Professional Staff
    • Continuing Professional Education (CPE) April Cox, ext. 110, [email_address]
    • Member & Chapter Services Katherine Swartz, CAE, ext. 105, [email_address] Emily Allen, ext. 106, [email_address]
    • Peer Review & Member Services Glenna Minor, ext. 107, [email_address]
    • Finance & Accounting Karen Hancock, CPA, ext. 108, [email_address]
    • Assistant Executive Director Reva Brennan, MPA, CAE, IOM ext. 103, [email_address]
    • Executive Director Erin Hardwick, CAE, ext. 104, [email_address]
  • 16. Little Known Benefits
    • Online CPE with SmartPros and Self-Study with AICPA and Surgent
    • Insurance Programs: Health, Dental, Professional Liability
    • CCH Discount (30% plus other specials)
    • CPA Exam Review Discount Programs
    • Reciprocal CPE benefits with other state societies/associations
    • Find a CPA Referral Program
    • Classifieds/Job Bank