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austinchapter@tscpa.net | 512.445.0044 | 877.592.0526 |
Goal #1: Increase membership and member services. Manager: Connie Clark CPA |
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| OBJECTIVE | RESPONSIBILITY | TASK(S) |
| Swearing In Ceremony | Staff: Linda Messing |  Volunteer to serve as ushers and help with the Austin Chapter booth Coordinate with the State Board the number of volunteers needed and secure those volunteers Gather needed materials for the booth Invite FREE members (new Swear-Ins who have joined) to a Member Meeting (no cost) for recognition |
| Schedule Networking Events | Staff: Kaira Tanwar | 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. Ask a CPA group meetings ... lunch? breakfast? Offer networking with other professions Investigate discounted tickets to local sporting events for informal social networking opportunities – UT basketball/baseball; hockey; Round Rock Express baseball Send invitations to new members and new swear-ins specifically inviting them to the next chapter networking event Promote events in weekly updates and the e-newsletter More networking for under 40s |
| Public Affairs Committee | Staff: Diane Joiner | Increase Austin CPA Chapter PAC funds by 2% over last year's participation level; organize fund raiser/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); participate in PAC check deliveries Keep membership informed on advocacy efforts Increase PAC member participation by 25% Assist in organizing a PAC Fund raiser |
| Increase participation at state and national level | Staff: Diane Joiner | Nominate Austin Chapter members to serve at the TSCPA and AICPA levels Advertise/Promote TSCPA committee appointments process/encourage chapter members to volunteer at the state level Feature TSCPA Committee appointment process in the newsletter and handout at September Member Meeting |
| Recognize Members at various milestones of membership ... 10, 20, 30, etc. years | Staff: Diane Joiner | Recognize members in the e-newsletter |
| New Member Orientation | Staff: Diane Joiner Lucy Medrano |
Profile a new member in each issue of the e-newsletter Recognize new members at meetings Formalize Ambassador Program – identify Ambassadors; train them; coordinate to ensure participation at all chapter events. CALL new members to invite them to a member meeting. Make them feel welcome. Send new member packets out monthly…includes cover letter from the chapter president and membership manager and information on chapter specific affinity programs and upcoming events |
| Plan & Implement a Member Recruitment/Retention Program | Staff: Diane Joiner | Decide what part(s) of the TSCPA Recruitment Program the chapter will utilize Recruit volunteers for TSCPA Program Recruit volunteers to contact members on the DROP list Include articles/testimonials in e-newsletter about the benefits of membership, including non-tangible benefits like networking and legislative Form task force to concentrate on recruitment B&I members Create a unique recruitment campaign specifically targeting the B&I CPAs – address the diversity of needs amongst B&I members Invite prospective members to chapter event for free Achieve 3% membership growth Visit local firms to let management know of benefits of membership for their CPAs Send emails to those on the drop list to let them know their membership is about to lapse Recruitment efforts specific to CPAs in outlying areas Special efforts to recruit minority CPAs Special efforts to recruit government and industry members |
| Plan & Implement Student/Candidate Membership Recruitment Program | Staff: Diane Joiner Kaira Tanwar |
Form Task Force and add structure to student/candidate benefits/activities Appoint one student/candidate to the Oversight Council Organize student job fair 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 Organize student/CPA networking event Increase student membership fee to $35 Increase student/candidate involvement in chapter activities |
| Member Benefits | Staff: Diane Joiner | Better articulate Member Benefits to prospective members AND current members including non-tangible benefits ie. networking and legislative Specifically, highlight the CPE Wizard….maybe even have a demonstration of its use at a member meeting or before CPE classes Each month, highlight a member benefit in the e-newsletter Youtube tutorial on chapter benefits? Secure new member benefits….affinity programs….for all members |
| New CPAs | Staff: Kaira Tanwar | Reinvigorate programs and activities for this membership group Should be member driven Call it "Young and Emerging Professionals"? |
| Member Meetings | Staff: Diane Joiner Kaira Tanwar |
Investigate offering one of the 3 meetings in a year as a dinner meeting Hold Member Meeting in December instead of Holiday Party; collect toys at meeting Up the price of luncheons to $20 (from $15) |
| Career Center and Referral Service | Staff: Linda Messing | Advertise the Career Center and Referral Service to members (as member benefits) Survey current Referral Service members to ascertain benefits (if any)….decide on continuation of service 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 Assist in determining most efficient and cost effective ways to advertise the referral service, career center and the profession. Secure sponsors for Career Center |
| Crisis Assistance Task Force | Staff: Diane Joiner | Promote Crisis Assistance Program via newsletter/Weekly Updates/handouts |
| E-newsletter | Staff: Linda Messing | Investigate placing ads in the newsletter Investigate offering sponsorships of single/multiple issues of the newsletter |
Goal #2: Provide community involvement opportunities to members and promote the profession to various publics. Manager: Chuck Zeugner CPA |
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| OBJECTIVE | RESPONSIBILITY | TASKS |
| Financial Literacy Program | Staff: Diane Joiner | Continue to offer Non-Profit Board Training Continue to offer Faith Communities Financial 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 Promote Financial Literacy offerings to the community Investigate and recommend community fairs for participation by the chapter |
| Public Relations/Advertising Plan | Staff: Linda Messing | work on new slogan for the chapter? 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 if committee decides to continue the service To increase awareness of the CPA Brand, submit one earned media piece per month; topics to include member achievements, scholarship winners, chapter events Draft and submit monthly earned media pieces to promote the CPA brand Purchase CPAs COUNT! merchandise per the committee’s request Negotiate advertising contracts: Junior League, 5K walks, etc. |
| Career Awareness Program | Staff: Linda Messing | Provide volunteers to speak at schools about the profession Contact local PTOs for speaking opportunities Coordinate requests for speakers at all levels of education |
| Austin Chapter Scholarships | Staff: Diane Joiner | 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 Advertise Scholarship Dues Checkoff to membership prior to dues renewal process More scholarship fund raising ideas Include scholarship information in the monthly e-newsletter, Weekly Updates and on the website Invite Scholarship winners to January member meeting Investigate having each university submit a name of a worthy student; award scholarship. Eliminates application, review and selection process (TSCPA process) |
| Public Service/Community Involvement | Staff: Kaira Tanwar | Increase awareness in Charitable Organizations by assisting at their fund raisers – need to identify charities to work with 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 they want to participate in CPA Day at Dell Diamond Investigate re-establishing the Tax Advice Call-in Show (radio or TV); or column in local papers. Publicize all opportunities and Publicize after the event to show CPAs at work in the community Continue publishing Community Involvement Calendar with eye towards monthly recurring events – Food Bank shift Participate in Samaritan Center Ethics in Business Awards Program Explore having a "Silent Auction Team" that can volunteer for local non-profits' events |
| College Activities | Staff: Diane Joiner | Offer speakers for university groups – talk about the profession, financial literacy, scholarships, etc. Ask student members to write articles for the e-newsletter Coordinate member visits to university clubs |
| Social Media | Staff: Kaira Tanwar Linda Messing |
Incorporate the use of Social Media in as many activities/programs as possible Promote chapter benefits Podcast/Tutorial about Member Benefits |
Goal #3: Provide quality CPE/educational materials; identify & train new leaders. Manager: Matt Malcom CPA |
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| OBJECTIVE | RESPONSIBILITY | TASKS |
| Regular CPE Programs | Staff: Kaira Tanwar | Continue to offer a variety of CPE topics Continue 1 and 2 hour FREE CPE offerings Continue FREE CPE Day Add more in-depth/advanced knowledge topics to CPE offerings continue to offer Satellite CPE in Round Rock; investigate San Marcos again? Secure speakers for Tax Conference/FREE CPE Expo/Sunrise CPE Implement Speaker's Bureau continue to offer one-day Controller’s Program; beef up Controller's Conference; make it a flagship event and communicate to prospective B&I members Investigate the use of online CPE Investigate the use of podcasts of Sunrise CPE to deliver knowledge but not offer CPE Continue to provide quarterly industry-specific CPE – managerial development, conflict resolution, client development, etc Provide more not-for-profit CPE Investigate offering a one-day Fraud Program Investigate offering a one-day Advanced Estate Program Develop brochure/publicize earlier if possible Market to surrounding chapters Keep Sunrise CPE the same price ($5) No weekend CPE; no CPE Cruise Friday Beer-Thirty CPE CPE Foundation take over Member Meetings in the budget since meetings offer CPE SXSW CPE? (like attorneys) Podcast/Tutorial about Member Benefits Co-Sponsor CPE with Austin area CFE chapter |
| Networking Events after some CPE | Staff: Diane Joiner Kaira Tanwar |
Continue to offer networking after B&I quarterly CPE – speed networking |
| 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 Expand discounted offers if possible; other vendors; other topics Advertise this member benefit more thoroughly |
| Leadership Development Program | Staff: Diane Joiner |
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