The document summarizes information about the South Carolina Association of CPAs (SCACPA). SCACPA provides advocacy, education, networking opportunities, and other benefits to its members. It aims to support CPAs through lifelong learning and promote high ethical standards. SCACPA also engages in legislative advocacy for the public good and the accounting profession.

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

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