Work/Life Issues Committee

Works to increase awareness of work/life balance issues among NCACPA members and to recommend strategies for creating a more satisfactory balance in the professional and personal lives of CPAs.

2008–09 Action Plan

Strategy:     Action:
Increase awareness among the young
CPAs about the activities of the committee and ideas they can bring to their firms
or companies to improve the workplace environment.
  Co-sponsor & attend the 2008 YCPA Conference Social. Provide 2 large signs for the committee at the conference. Make strong announcement about the co-sponsoring at the start of the social function.
Increase awareness among member CPAs about how management could accommodate the needs of the young CPAs, the “sandwich” generation, and the retiring Boomers to achieve work/life balance as well as provide succession within the profession.   Present a concurrent session at the 2008 Symposium - a panel presentation by 3 or more individuals who would present different perspectives. The presentation would be divided into 3 parts. Part one would be a presentation incorporating the key ideas developed for the 2007 YCPA Conference & possibly utilizing one or more PowerPoint slides from the chapter presentations. Part two would be a discussion of questions from the audience, using a moderator to select the questions & keep the discussions moving. Part three would be a summary of the ideas presented in the discussions, possibly including examples of successful firms and businesses.
Increase awareness of how to use work/life approaches to recruit and retain well qualified employees. To bring about change in this direction among member owners and managers.   Present a 1-speaker chapter CPE program to inform owners and managers about work/life balance issues and how they impact recruitment and retention/succession. The PowerPoint presentation to be made immediately prior to Jim Ahler's Professional Issues Update at selected chapter meetings.
Provide information to the membership about the pros and cons of transitioning from public practice to business and industry.   Write an article for the August 2008 Interim Report.
Disseminate W/L balance, personnel management, recruiting, retention, and training information; assist members with their related questions & concerns.   Prepare and send out e-newsletter to 3,000 members, including owners, managers, supervisors, interested parties, subscriber requests, staff requests, & the NCACPA Board of Directors.

Roster

Scottie Thompson Chair
Wendy Ruggiero Vice Chair
Jay Lesemann Liaison Director
Fran Wilson

Staff Liaison

John Barnard Member
Debra Bellamy Member
Heather Cabe Member
Carolyn Davis

Member

Tra' Gaither Member
Tim Hooks Member
Mark Kennedy Member
Ashley Khan Member
Jeannie Martin Member
Beth Monaghan Member
Jason Poole Member
Scott Ruby Member
Pam Smith Member
Taylor Stephenson Member
Randy Vogel Member

Articles/Resources

Monthly Work/Life Issues Newsletter

Resources for New CPA Parents
The NCACPA Work/Life Issues Committee members recognize that new parents have a significant challenge balancing their personal and professional responsibilities. CPAs who are new parents are juggling much more than just work-related deadlines. As the number of two-income families continues to increase, the CPA profession must evolve to address the needs of this large segment of its population.

Low Cost/High Impact Rewards in the Workplace
The NC Association of CPAs Work/Life Issues Committee has compiled a list of easy, inexpensive, and successful rewards for employers, supervisors, or managers to use with their staff to help create a positive work environment. Several of the suggestions are for employees to use with other individual employees, as well.
Career vs. Family Issues Flexible Work Arrangements
Caring for a Parent or Relative Human Resource Connections
Child Care Job Sharing
Choosing a Child Care Program Mentoring Strategies
Employee Assistance Program CPAs Choose Flex-Time

Meeting Minutes

January 27, 2006

September 19, 2005

April 27, 2005

Contact Committee Chair:
Scottie Thompson
sthompson@vfgcpa.com

Contact Staff Liaison:
Fran Wilson
frwilson@ncacpa.org

My Account Member Advantage
Affinity Programs Membership Directory 
Board of Directors Technical Assistance Programs
Committees Members in Business & Industry Listserv
Interim Report Magazine  

 

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Phone: (919) 469-1040 / (800) 722-2836 / Fax: (919) 469-3959