| 2007-2008 Action Plan |
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Strategy:
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Action:
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Maintain consistent communication with chapters and committees. |
Select Cabinet members as liaisons for the various NCACPA
chapters/committees. Review action plans of all the chapters/committees.
Contribute regular updates to Interim Report. |
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Stay in touch with conference attendees. |
Determine some type of tax season/year-end care package. |
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Stay in touch with young CPAs throughout tax season/year-end. |
Send periodic emails ("we're thinking about you" and "hang in there");
promote post tax season networking events, too. |
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Update web content. |
Consider external links, better Cabinet member information, and RSS
feeds. Develop additional ways to promote the Cabinet and young CPAs in
NC. |
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Publicize the results of the recruitment/retention survey. |
Include these as a part of Jim Ahler's professional issues updates at
chapter events and conferences. |
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Communicate value of Cabinet participation to employers. |
Write letters to employers of Cabinet members to thank them for their
support. |
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Hold Young CPA conference. |
Work w/staff to plan/prepare the annual conference in Greensboro.
Improve offerings to industry, and ensure industry representation on the
conference planning subcommittee. |
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Implement YCPA branding. |
Distribute logo items as giveaways at Cabinet-sponsored events. |
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Continue to increase value of networking opportunities for young CPAs. |
Host events throughout the year in major metro areas. Include at least 3
collaborative events with chapters and/or committees. Also hold 3
lunches/year in each of CLT, GBO, RDU. |
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Combine CPE with networking events. |
Offer 2-hr ethics programs followed by a networking event (1
program/year in CLT, GBO, RDU). |
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Increase the interaction between the Cabinet and chapters. |
Each Cabinet member will attend at least one local chapter event/year. |
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Broaden scope of public activities. |
Sponsor a Toastmaster club. Launch in Raleigh and roll out to CLT, GBO
depending on success and interest. |
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Encourage young CPAs to give something back to the profession and larger
community. |
Determine interest and possibly lead a team of NC young CPAs (10) to
assist with Gulf Coast relief efforts. Partner with existing agencies
and infrastructure. |
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Increase the Cabinet's knowledge of Financial Literacy efforts. |
Invite Financial Literacy to present during the Cabinet's first meeting.
Develop a plan to support FinLit based on that presentation. |
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Support Student Recruitment efforts. |
Increase efforts in this area by contacting and working with local
chapters. |
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Maintain consistent communication with chapters and committees. |
Attend Leadership Retreat. |
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Provide leadership development for young CPAs. |
Continue to hold Cabinet meetings (in conjunction with networking
events). Require 100% attendance at the New CPA Inauguration. |
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Increase participation of Cabinet alumni. |
Invite local alums to Cabinet dinners held the night before Cabinet
meetings (typically after YCPA socials). |
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Identify potential future Cabinet members. |
Solicit/review applications for 12 new members for upcoming term.
Include application in conference materials and increase awareness of
these at networking events. Host a Cabinet-sponsored table at the
conference. Ensure as much diversity as possible (race, gender,
geography, public/industry). |
