2012 Regional Breakout Session Jefferson Chickering, CPA, Committee Chair E. Regional Meeting Philadelphia, PA

Transcription

1 2012 Regional Breakout Session Jefferson Chickering, CPA, Committee Chair E. Regional Meeting Philadelphia, PA Presenters: Jefferson Chickering, Cassandra Gray, Mark Hobbs W. Regional Meeting Anchorage, AK Presenters: Jim Abbott, Jefferson Chickering, Nicole Kasin

2 Committee Charge

3 Committee Targets J. Abbott, Chair; D. Burkett; P. Ivey; L. Harris Evaluate current NASBA meeting offerings and propose innovative meeting enhancements for consideration and/or implementation. L. Hearne, Chair; J. Abbott; N. Kasin; S. Laracuente; L. Stickel Research emerging trends in social media, increase state board awareness of social media platforms, track state board use of social media and share best practices in which social media can effectively link boards with their constituents. NASBA State Board Awareness Programs S. Suran, Chair; M. Hobbs; P. Ivey; B. Millager Explore and implement new/enhanced program offerings to state boards.

4 Meetings & Conference Enhancements

5 Meetings & Conference Enhancements Various input received. Below are some possible enhancements: Occasional speakers from beyond regulation Interactive polling within sessions (1) More time for member discussion Speaker support tools Webcasting for those unable to attend Rethinking the social events (2) Moving to online conference binders (3)

6 Social Media Aids in Decreasing Call Volume (Score Releases, Deadlines, FAQ) Tool for Sharing Board News (Meeting Dates, Press Releases, Rule Changes)

7 Social Media Reaching the Public/New Audiences (Make the public aware of services such as complaint resolution, license verification, etc.) Communicating National News (News and information relevant to the profession from mainstream media, NASBA, AICPA, etc.)

8 Social Media can help employers who want to reclassify their workers as employees instead of contractors. #taxes The #AICPA released the following scores to #NASBA from the April/May 2012 testing window: 4,215 AUD, 3,343 BEC, 3,326 FAR and 3,648 REG. AICPA #AICPAIntroduces Web-Based Calculator for Individuals to Estimate Total Taxes They Pay Every Year #Tax

9 Social Media Need More Time to File? Use Free File or Form 4868 to Get a Six-Month ExtensionIR , April 10, 2012 Anyone unable to meet the tax deadline can get an automatic six-month tax-filing extension online through the Free File link on IRS.gov. Read full article NASBA Talks Data on candidate performance on the CPA exam for the first Quarter of 2012 is now available! Find out how more: reports/ AICPA Read what 2,000 Management Accountants think about ethics and the Profession. Managing responsible business-a global survey on business Ethics bit.lyglobal research that explores the importance of business ethics, ethical performance and ethical management within organizations a follow up to research conducted in 2008.

10 Social Media Before you begin use of social media on behalf of your board follow proper protocol by Referring to state policy prior to launch social media activity Seeking appropriate approvals Washington State was slow to move to social media due to public record request. Social Media Subcommittee can assist with set-up and questions.

11 NASBA and State Board Awareness Programs Best Practices in Public Communications (Bill Millager) Focus on best practices in public communications that are successful in other jurisdictions Help all boards learn from best practices adopted by others Relationship Management Strategies (Pam Ivey) Increase understanding and awareness of NASBA s value to State Board members and EDs. Goal: energize and encourage participation of new Board members and EDs Model Reports for State Boards (Mark Hobbs) Develop sample Board Annual Report to highlight the issues and work as well as successes of the Board of Accountancy

12 NASBA and State Board Awareness Programs Best Practices in Public Communications Current draft reflects data from seven states AL, AR, CA, NC, NV, TX and VA Categories of Data: Announcements and Releases Print Publications On-Line Tools Personal Contacts Social Media Annual/Quarterly Reports Input Tools (Surveys & Tracking/Linking) Organizational Tools to Enhance Outreach Final Draft in Process for Discussion at NASBA s Annual Meeting

13 NASBA and State Board Awareness Programs Relationship Management Strategies A template for activation of New Board Members and new EDs has been developed. The program will be beta tested during the summer of Goal: Achieve greater member satisfaction and familiarity with NASBA s value through improved and structured communication by members of the Communications and Outreach Committee.

14 NASBA and State Board Awareness Programs Development of Annual Report Template What is the value of issuing an Annual Report? Boards should communicate the importance of the proper regulation of the accounting profession. Impact on Commerce Enhances Accountability Compliance with Standards and Peer Review Integrity and Objectivity Licensing and Disciplinary Responsibilities

15 NASBA and State Board Awareness Programs Annual Report Template (cont.) South Carolina was used as a test state for a Tool to ELEVATE the ROLE of the Board with ALL audiences. Development was a collaboration between: Communications & Outreach Committee NASBA State Board Association Currently available on the NASBA website

16 NASBA and State Board Awareness Programs Annual Report Template (cont.) The Annual Report will communicate with various audiences served by licensees. Audiences: General Public Attestation Banks/Financial Institutions/Non-Profits Regulators/ GAO/DOL Legislators/State Government Funding Source Courts/Legal Community

17 NASBA and State Board Awareness Programs Annual Report Template (cont.) Annual Report should communicate with Licensees and other accounting industry groups. Current Licensees New Licensees Potential Licensees Students Faculty Educational Institutions

18 NASBA and State Board Awareness Programs Sample State Board Annual Report

19 NASBA and State Board Awareness Programs Sample State Board Annual Report Improvements Planned for 2013 Report: Include State Board Committee Reports Include some disciplinary actions of significance Include major legislative agenda items What other vital information should be included in the Annual Report?

20 NASBA and State Board Awareness Programs The best time to make friends is BEFORE you need them. ~Ethel Barrymore

21 Thank You We hope you found the session to be resourceful and informative. Feel free to contact any member of the Committee for questions or assistance regarding your Board s communications initiatives.