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SCACPA 2010 Membership Orientation


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SCACPA 2010 Membership Orientation

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