State Board Relevance and Effectiveness<br />NASBA Regional Meeting - June 2011<br />Ray Johnson and Rick Sweeney - Wester...
Restatement of Goals<br />Previous goal was to draft a position paper and a legislative template as a model for State Boar...
New Goals – Plainly Stated<br />Retain and Increase the number of State Boards operating on an independent basis.<br />But...
What Does “Independence” Mean?<br />Ability to:<br />Control the qualification & licensing process<br />Promulgate rules/r...
Why Independence?<br />CPA practice covers a multitude of services:<br />Requires specific knowledge of complex business m...
Accomplishing the Goal of Independence<br />The SBREC/NASBA is developing and implementing a three-pronged strategy to beg...
Educate<br />4 groups need to be educated <br />Legislators<br />The public – consumers & third-party users<br />State Soc...
Informing the Legislators<br />Every legislator, Every year<br />What is the purpose of the State Board?<br />The role we ...
Letting the public know<br />The benefits of informing the public<br />Public doesn’t complain to representative!<br />Leg...
State Boards and State Societies<br />State Societies and the AICPA help to increase the IndividualValue of the CPA<br />T...
State Societies<br />Meet with State Society leadership<br />Build relationships with State Societies <br />Boards and Sta...
What you can expect from NASBA<br />Provide speakers to State Boards upon request <br />Provide Boards with “tool boxes”<b...
Assistance to gain support of State Society<br />NASBA can help with<br />Developing methods for winning the support of So...
What We Need From You<br />Adopt the concept of independence<br />Become proactive about independence<br />Inform legislat...
What We Need From You<br />Make friends with your state society <br />Agree to agree; agree to disagree<br />We need their...
Conclusions<br />Can only happen at the Grass Roots level<br />Like mobility, it will take time but is worth the effort<br...
Discussion and Questions<br />
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Becoming and Maintaining Semi-independence - Breakout Session - Bucky Glover, Mike Barham, Ray Johnson, Rick Sweeney - Friday - Regionals 2011

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Becoming and Maintaining Semi-independence - Breakout Session - Bucky Glover, Mike Barham, Ray Johnson, Rick Sweeney - Friday - Regionals 2011

  1. 1. State Board Relevance and Effectiveness<br />NASBA Regional Meeting - June 2011<br />Ray Johnson and Rick Sweeney - Western<br />Bucky Glover and Mike Barham - Eastern<br />
  2. 2. Restatement of Goals<br />Previous goal was to draft a position paper and a legislative template as a model for State Board autonomy<br />Accomplished<br />Adopted and Accepted by NASBA Board of Directors in October 2010<br />See NASBA website for copy<br />
  3. 3. New Goals – Plainly Stated<br />Retain and Increase the number of State Boards operating on an independent basis.<br />But to be relevant we must also be sure:<br />The consumer knows us and our public protection role.<br />
  4. 4.
  5. 5. What Does “Independence” Mean?<br />Ability to:<br />Control the qualification & licensing process<br />Promulgate rules/regulations over licensees<br />Maintain competency standards<br />CPE<br />Peer review<br />Enforce rules/regulations<br />Operate Board effectively<br />
  6. 6. Why Independence?<br />CPA practice covers a multitude of services:<br />Requires specific knowledge of complex business matters<br />Ability to react quickly to protect the public<br />Ability to hire or employ investigators<br />Ability to make reactive rule changes.<br />
  7. 7. Accomplishing the Goal of Independence<br />The SBREC/NASBA is developing and implementing a three-pronged strategy to begin the change process:<br />Code name EPA<br />Educate<br />Promote<br />Assist<br />
  8. 8. Educate<br />4 groups need to be educated <br />Legislators<br />The public – consumers & third-party users<br />State Society Executives and Boards<br />State Boards<br />
  9. 9. Informing the Legislators<br />Every legislator, Every year<br />What is the purpose of the State Board?<br />The role we serve to protect consumers and the free capital systems<br />The cases reviewed, how they were settled<br />How to contact us when there is a question or a problem CPA<br />Number of licensees and exam applicants<br />What you can expect from the Board<br />NASBA to provide an adaptable template to every State Board to communicate with legislators<br />
  10. 10. Letting the public know<br />The benefits of informing the public<br />Public doesn’t complain to representative!<br />Legislatures know we are here & we are effective<br />No need to interfere<br />NASBA is exploring possibilities of a national campaign to market the role of State Boards in protecting the public and financial reporting<br />
  11. 11. State Boards and State Societies<br />State Societies and the AICPA help to increase the IndividualValue of the CPA<br />The Franchise Value of being a CPA comes from the State Board through its public protection activities<br />
  12. 12. State Societies<br />Meet with State Society leadership<br />Build relationships with State Societies <br />Boards and State Societies must work together to achieve effective legislation<br />
  13. 13. What you can expect from NASBA<br />Provide speakers to State Boards upon request <br />Provide Boards with “tool boxes”<br />Assemble resources, other state reports/studies<br />Assist with drafting documents<br />Facilitate meetings between State Boards and State Societies <br />
  14. 14. Assistance to gain support of State Society<br />NASBA can help with<br />Developing methods for winning the support of Societies<br />Setting up meetings with Society Boards<br />Agendas for joint Board/Society meetings <br />NASBA and SBREC facilitators<br />Explaining the process to achieve conversion<br />Mapping out why independence will benefit them<br />Templates for budgets, drafting of bills<br />
  15. 15. What We Need From You<br />Adopt the concept of independence<br />Become proactive about independence<br />Inform legislators and citizens about your role <br />Ask NASBA for help – others have been through the process<br /> Even if you are independent, adopt these concepts to protect your independence!<br />
  16. 16. What We Need From You<br />Make friends with your state society <br />Agree to agree; agree to disagree<br />We need their help to sway legislators<br />Consider joint task forces to study issues<br />Tell us if you are ready to convert or in jeopardy of being converged<br />Key contacts<br />Analysis of situation<br />Timing<br />
  17. 17. Conclusions<br />Can only happen at the Grass Roots level<br />Like mobility, it will take time but is worth the effort<br />Get others to support the cause<br />Mobilize CPA’s in your state<br />Get the process started immediately<br />Call for assistance today!<br />
  18. 18. Discussion and Questions<br />

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