SCACPA 2010 Membership Orientation

SCACPA 2010 Membership Update &

OrientationErin Hardwick, CAE, Executive Director

Reva Brennan, MPA, CAE, IOM, Associate Director

Katherine Swartz, CAE, Member Services Director

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!

We’re Building a Stronger Economy

Workforce education Expert points of view Enriched public policy Innovative business practices Spirit of community service

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

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.

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

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

CPE Updates2010 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

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

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

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

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

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

Meet Your Professional Staff Continuing Professional Education (CPE) & Chapters

April Cox, ext. 110, [email protected] Oxner, ext. 112, [email protected]

Member Services & CommunicationsKatherine Swartz, CAE, ext. 105, [email protected] Allen, ext. 106, [email protected] Alana Jordan, ext. 100, [email protected]

Peer Review & Member ServicesGlenna Minor, ext. 107, [email protected]

Finance & AccountingKaren Hancock, CPA, ext. 108, [email protected]

Assistant Executive Director Reva Brennan, MPA, CAE, IOM ext. 103, [email protected]

Executive Director Erin Hardwick, CAE, ext. 104, [email protected]

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