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Members in Business &
Industry Committee
Assures that the association continues to be responsive to
the needs of members in business & industry, education, and
government. Stimulates interest among CPAs in business &
industry to maintain their professional status and to
actively participate in association programs. Plans and
conducts semi-annual MIBI Conferences.
2008–09 Action
Plan
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Strategy:
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Action: |
Plan an industry-specific conference for
the spring. |
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Identify topics and speakers; make initial
speaker contacts. |
Plan an industry-specific conference for
the fall. |
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Networking reception after the first day of
the conference. |
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Enhance MIBI offerings. |
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Develop/deploy a member survey to help in
determining types of programming, length of
offerings, mode of delivery, topics, and level. |
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Identify need for an executive level training
programming. |
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As part of the survey, include questioning to
determine the interest level for executive level
training for upcoming CFO’s and controllers. Program
development would begin in 2009 and launched in
2010. |
Provide at least two "hot topic"
webinars. |
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Deliver a "hot topic" webinar in June and one in October on
issues impacting business. Additional offerings may be offered,
based on suggestions from Technical/Regulatory Subcommittee. |
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Ensure MIBI is represented on the Trends Team and on the PD
Committee. |
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Identify at least one MIBI member to participate in 2008.
Identify at least three MIBI members to participate in annual
CPE selection process. |
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Utilize the MIBI List Serve for a peer-to-peer member resource
tool. |
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Re-establish the MIBI List Serve; develop questions and monitor
responses; promote its existence through post cards, eNews, and
other means available. |
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Identify means to engage MIBI on a national level. |
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Maintain NC's representation on the AICPA's MIBI Committee
and/or enhance relationships with AICPA MIBI staff. |
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Write or Identify an author and topic for at least one article
per issue of Interim Report. |
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Bi-Annually, assign members to write or recruit
authors for at least the next three issues. |
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Increase MIBI Members awareness of standard setting
announcements and changes. |
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Monitor, communicate, and respond (if applicable) to
standard setters (FASB, AICPA, IASB, & SEC) most
recent projects, final accounting standards issued,
and exposure drafts. |
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Renew annual subscription to Industry newsletter developed by
the Maryland Society. |
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Process annual payment for service. Edit and augment
content according to NCACPA branding standards and
applicable information. |
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Foster MIBIs presence at the Chapter level and with Young CPAs. |
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Establish a relationship with Chapters with higher
concentrations of MIBI members to determine how they
can be more effective regionally. Provide quarterly
updates in the Interim Report of MIBI Chapter and
YCPA activities. |
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Assist in retaining MIBI members and committee recruitment. |
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Committee recruitment: recruit ten new members, two
from a top-ten member organization. Peer-to-peer
response from member dues forms.
Promote MIBI committee activities to the membership
via a post card or other marketing mediums. |
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Promote the importance of the CPA to Business. |
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Create a marketing piece for employers outlining the
importance of the CPA credential and licensing
requirements. Identify at least one key market
business journal to publish an article discussing
CPA regulations, value, etc. |
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General Committee Work. |
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General funds to cover the costs of meetings, meals,
etc., if needed. |
Roster
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Lissa Johnsen, Chair
PR & Communications Subcommittee
Business Technology Solutions Inc., Raleigh
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Emily Friedman, Vice Chair
Technical and Regulatory Subcommittee
Bright View Technologies Inc., Morrisville
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Daniel Purvine, Liaison Director
Kimley-Horn & Associates Inc., Raleigh
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Beth Hastings, Staff Liaison
Training and Education Subcommittee
NCACPA, Morrisville
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Sonya Pittman, Staff Liaison
PR & Communications Subcommittee
NCACPA, Morrisville
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Ashley Squier, Staff Liaison
Technical and Regulatory Subcommittee
NCACPA, Morrisville
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Shannon Becker,
Member
Training and Education Subcommittee
Interim Connexions Inc., Raleigh
Kayla Briggs,
Member
Training and Education Subcommittee
AICPA, Durham
Timothy Burns,
Member
Stewardship Partners Investment Counsel,
Matthews
Jeffrey Campbell, Member
Technical and Regulatory Subcommittee
Ciba Corp., High Point
Les Chaney, Member
Technical and Regulatory Subcommittee
Cary
Scott Childress,
Member
Training and Education Subcommittee
United Protective Technologies, LLC, Charlotte
Duane Danner,
Member
Johnson’s Modern Electric Company Inc., Clemmons
Lynda Dixon, Member
PR & Communications Subcommittee
Advantage Home and Community Care Inc., Asheville
Donna Gardner, Member
Crumley & Associates, PC, Greensboro
Tammy Flanagan,
Member
Training and Education Subcommittee
Kimley-Horn & Associates Inc., Cary
Mark Hardee,
Member
PR & Communications Subcommittee
Sensus Metering Systems, Raleigh
Sarah Houston, Member
General Dynamics Advanced Information Systems,
Greensboro
Ben Howatt, Member
The Howatt Group Ltd., Charlotte
Putney Jones, Member
UBS Financial Services Inc., Raleigh
Fred King, Member
Enterprise Information Systems Inc., Greensboro
Candice Kish, Member
Training and Education Subcommittee
Freudenberg Nonwovens, Durham
Marsha Lederer, Member
Credit Suisse, Raleigh
Laura
Livingstain, Member
PR & Communications Subcommittee
Public Interest Projects Inc., Asheville |
Brian McMerty,
Member
Training and Education Subcommittee
The Wilmington Group, Wilmington
Bill Menius, Member
Training and Education Subcommittee
AIG United Guaranty Corp., Greensboro
Jeff Odom
Business Technology Solutions Inc., Raleigh
Joanne Phillips, Member
Technical and Regulatory Subcommittee
Credit Suisse, Raleigh
Tom Ponsonby, Member
PR & Communications Subcommittee
Danaher Corp., Charlotte
Dan Purvine, Member
Training and Education Subcommittee
Kimley-Horn & Associates Inc., Cary
Kerry Shannon,
Member
Henderson County Public Schools, Hendersonville
Robert Sherron,
Member
NACCO Materials Handling Group Inc.,
Greenville
Lisa Stutts, Member
PR & Communications Subcommittee
Piedmont Financial Trust Company, Greensboro
Joe
Styres, Member
Training and Education Subcommittee
RDU Airport Authority, Chapel Hill
David Swaim,
Member
Europa Sports Products Inc., Summerfield
Dennis Swanick, Member
Wachovia Retirement Investment Products, Charlotte
Alex Vuchnich, Member
Sageworks, Charlotte
Dwight Willoughby, Member
Technical and Regulatory Subcommittee
CommunityOne Bank, NA, Asheboro
Jim Winters, Member
Training and Education Subcommittee
Georgia State University Foundation, Norcross, GA
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Contact Committee Chair:
Lissa Johnsen
ljohnsen@btsolutions.net
Contact Staff Liaisons:
Beth Hastings
bhastings@ncacpa.org
Sonya Pittman
spittman@ncacpa.org
Ashley Squier
asquier@ncacpa.org
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